Training For Loan Assistants & Loan Processors - Louisville

If you are not a KBA member, please contact Jamie Hampton at or 502-736-1278 for the possibility of attending at a non-member rate.

Seminar 9 a.m. - 4 p.m. local time. Registration begins after 8:30 a.m. with breakfast.

This seminar is designed to increase the lending knowledge and administrative effectiveness of one of the most important positions in a community bank’s lending staff • the loan assistant/loan processor. All of the objectives of this program are directed at increasing the performance effectiveness of these individuals.

Specific Topics Addressed in the Seminar

The topics below will address two basic questions: Given the applicant's loan request,

(1)What specific loan documentation will be required; and
(2)What "fair lending" compliance requirements must be considered?

  • The loan assistant's primary role in loan origination and bank profitability.
  • The loan assistant's role in developing and maintaining effective, working partnerships with lenders.
  • The loan assistant's role in compliance with federal lending regulations, including a discussion on the Truth-in-Lending/RESPA disclosures.
  • Updated HMDA reporting information.
  • A review of the primary loan documentation for consumer, residential and small business loans.
  • A variety of lending resources to increase the lending knowledge of loan assistants.

Lending Resource will include:

  • Lending risk management and regulatory websites.
  • Sample loan documentation.
  • Sample loan policy narrative.
  • Sample credit administration guidelines.
  • Sample loan underwriting guidelines and documentation procedures.
  • Sample loan closing checklists.
  • Sample post-closing loan review format.

Who Should Attend

Loan assistants and loan processors, credit administration supervisors and other members of the bank's loan support staff with credit administration responsibilities.

Cancellation Policy

Cancellations received more than 30 days prior to the event will receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.


3/16/2021 - 3/16/2021
Indiana Wesleyan University
1500 Alliant Avenue
Louisville, KY

About the Speaker(s)

 List View Contact
Mr. John H. Cochran, III
John Cochran
Cochran Associates LLC

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