Commercial Lending School

Expert training for loan officers, credit analysts, credit risk professionals, portfolio managers, and lenders of all experience levels.

The SWGSB Commercial Lending School in partnership with Texas Bankers Association is a transformative program that enables loan officers, credit analysts, credit risk professionals, portfolio managers, and commercial lenders to rise to leadership positions in banking with advanced credit training.

Program Details

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Location Details

SW Graduate School of Banking at SMU Cox

Dates

April 27–May 02, 2025

Cost

$2,995/attendee

Includes tuition, instructional materials, and some meals.

Program Agenda

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Who should attend?

The Commercial Lending School is open to both new and seasoned lending professionals. Those who will benefit include loan officers, credit analysts, credit risk professionals, portfolio managers and those involved in other aspects of loan administration. Whether an experienced lender or new to the profession, these training programs will give you the necessary knowledge and skills to successfully compete in the highly competitive commercial lending space.

The Commercial Lending School is offered as three distinct levels:

Level 1

is an introduction to lending, focusing on the critical topics that new loan officers need to jump start their careers.

April 27–May 2, 2025

Level 2

offers more in-depth training on specific types of underwriting and portfolio management skills.

Coming in 2026

Level 3

offers additional education in the areas of credit risk management and leadership skills.

Coming in 2027

Essential topics at the Commercial Lending School include:


  • Banking, the Economy, and Credit Outlook
  • Credit Culture
  • Financial Statement Analysis Overview and the Importance of Cash Flow
  • Evaluating the Borrower’s Business Strategy
  • Exclusive Bank Loan Simulation
  • Underwriting the Loan Request
  • Developing the Credit Memo
  • Influential Client Conversations
  • Presentation Skills for Loan Officers
  • C&I Lending
  • Small Business Banking
  • Compliance

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