Commercial Loan Assistant Certificate

Commercial Loan Assistant Certificate

As a Commercial Loan Assistant, the role requires learning all the ins and outs of this part of the lending industry. It includes assisting Commercial Loan Processors, Underwriters, and Officers in gathering information and documents. This career path provides the power to help the community and many small businesses effectively. Working with clients to collect all of the needed information to process the loan, this role requires specialized training that supports the commercial lending world, government regulations, and customer service.

This certificate is the first step in the Commercial Loan Assistant Career Path.  The next step leads to the Commercial Loan Assistant Diploma.   (Formerly CFT Training)

Select from the following formats (click blue checkmarks) to gain course information and pricing.  Courses may be taught in-house or live based on requests to the CFTEA office.


Required Courses

Instructor Led Online

Guided Learning

Self Paced

Virtual Classroom

  • Accounting Basics

  • BSA / AML: Beneficial Ownership and Customer Due Diligence

  • Business Telephone Skills

  • Commercial Loan Documentation

  • Commercial Loan Structuring

  • Excel Basics

  • Flood Insurance

  • Fundamentals of Small Business Banking

  • Legal Foundations in Banking 

  • Listening with Intent

  • Principles of Banking 

  • Understanding Your Small Business Customer

  • Written Communication or Professional Writing Certificate




Clients Who Trust Us

Signup for our newsletter and be the first to know about new courses and discounts:
  • This field is for validation purposes and should be left unchanged.