Track

Loan Transaction Process

This track takes a look at the typical loan transaction process. This includes an overview of what it means to be a lending attorney, how a commercial lending deal team is typically structured, the main stages of a typical transaction, the due diligence process, the attachment and perfection process for security interests, the use of financing statements under the UCC, and the closing of the loan transaction.

CLE Available

CLE credit details

  1. Alabama

    Category:
    General
    Credit hours:
    1.1
    Status:
    Approved
  2. Alaska

    Category:
    General
    Credit hours:
    1.1
    Status:
    Available for Credit
  3. Arizona

    Category:
    General
    Credit hours:
    1.0
    Status:
    Available for Credit
  4. Arkansas

    Category:
    General
    Credit hours:
    1.0
    Status:
    Applied For
  5. California

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  6. Colorado

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  7. Connecticut

    Category:
    General
    Credit hours:
    1.0
    Status:
    Available for Credit
  8. Delaware

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  9. District of Columbia

    Category:
    General
    Credit hours:
    1.1
    Status:
    Non-MCLE
  10. Florida

    Category:
    General
    Credit hours:
    1.5
    Status:
    Approved
  11. Georgia

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  12. Hawaii

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  13. Idaho

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  14. Illinois

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  15. Indiana

    Category:
    General
    Credit hours:
    1.1
    Status:
    Approved
  16. Maine

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  17. Maryland

    Category:
    General
    Credit hours:
    1.1
    Status:
    Non-MCLE
  18. Massachusetts

    Category:
    General
    Credit hours:
    1.1
    Status:
    Non-MCLE
  19. Michigan

    Category:
    General
    Credit hours:
    1.3
    Status:
    Non-MCLE
  20. Minnesota

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  21. Mississippi

    Category:
    General
    Credit hours:
    1.1
    Status:
    Approved
  22. Missouri

    Category:
    General
    Credit hours:
    1.3
    Status:
    Available for Credit
  23. Montana

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  24. Nebraska

    Category:
    General
    Credit hours:
    1.0
    Status:
    Applied for upon completion
  25. New Hampshire

    Category:
    General
    Credit hours:
    1.1
    Status:
    Available for Credit
  26. New Jersey

    Category:
    General
    Credit hours:
    1.3
    Status:
    Reciprocity
  27. New Mexico

    Category:
    General
    Credit hours:
    1.1
    Status:
    Approved
  28. New York

    Category:
    Areas of Professional Practice
    Credit hours:
    1.0
    Status:
    Approved
  29. North Carolina

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  30. Ohio

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  31. Oklahoma

    Category:
    General
    Credit hours:
    1.5
    Status:
    Approved
  32. Oregon

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  33. Pennsylvania

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  34. Rhode Island

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  35. South Carolina

    Category:
    General
    Credit hours:
    1.1
    Status:
    Approved
  36. South Dakota

    Category:
    General
    Credit hours:
    1.1
    Status:
    Non-MCLE
  37. Texas

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  38. Utah

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  39. Vermont

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  40. Virginia

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  41. Washington

    Category:
    Law & Legal Procedure
    Credit hours:
    1.0
    Status:
    Approved
  42. West Virginia

    Category:
    General
    Credit hours:
    1.32
    Status:
    Approved
  43. Wyoming

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
Start Track
  1. still frame from Choosing Debt Preview

    Commercial Lending Practice

    This course looks at commercial lending practice at a large law firm, including what commercial lending is, who the main players are, and the differences between borrower and lender representations. It also covers how deals are staffed and the roles of finance partners, associates, support staff, and the clients.

  2. still frame from Choosing a Lender, Preliminary Docs, and Kick-off Preview

    Overview of a Loan Transaction

    An overview of the main stages of a typical loan transaction, including preliminary negotiations, drafting the main documents, preparing for and closing the transaction, and ongoing compliance matters.

  3. still frame from Secured Loans and Security Interests Preview

    Security Interests and Perfection

    A look at security interests, including different types of collateral, how security interests are created through attachment, the perfection process, and lien priority. This course also includes an introduction to Article 9 of the UCC.

  4. still frame from Perfection by Filing Under the UCC Preview

    UCC Financing Statements

    A look at filing under the UCC, including a close look at a UCC-1 financing statement. This course also covers extension, modification, and termination of a financing statement by filing a UCC-3.

  5. still frame from Introduction to Loan Closings Preview

    Loan Closings

    A review of the typical process for closing a lending transaction, from picking a closing date, to conditions precedent and conditions subsequent, closing checklists, preparing for closing, and closing day.