As a Commercial Loan Assistant, the role requires critical skills that increase over time. 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. After completing the other certificates, this diploma provides a capstone experience to truly understand the world of commercial lending and the various teams and information needed for success.
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
Appraisal Procedures
Commercial Lending
Loan Structuring, Documentation, Pricing, and Problem Loans
Credit Risk Management: Commercial and Agricultural Lending
Contributing to a Respectful Workplace
Critical Thinking Skills
Excel: Advanced Skills
Excel: Tips & Tricks
Introduction to Analyzing Financial Statements
Managing Emotions in Times of Stress and Uncertainty
Understanding SBA Loans and Eligibility
Verbal Communication
Written Communication
2024.07
CFT / ABA / AIB
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