Loan Operations Manager Forum 2023 (A) | Indiana Bankers Association (IBA) | 7 December 2023 | IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E Indianapolis, IN 46240, USA

The Forums provide an opportunity for community bank loan operations professionals to exchange ideas freely, dissect problems and discuss important issues with their peers. For most banks, the investment in technology to support the lending function continues to expand and become more complex. The Forums are designed to help deal with the technical side, as well as to be a rewarding experience where members can grow professionally and personally.

Benefits of the Forum . . .

• Improve the efficiency of loan support processes, whether automated or manual
• Reduce the risk in your loan portfolio from an operational and transactional perspective
• Optimize staffing levels to handle loan production
• Increase your understanding of regulatory and compliance requirements
• Form lasting relationships with noncompeting loan operations managers
• Get solutions and practical ideas for your most pressing concerns
• Grow professionally as well as personally
• Discuss with peers what works and what doesn’t

Possible Forum Topics

• Practical tips for consistent file naming or cataloguing in the imaging of documents
• Benefits and advantages/disadvantages of automated document preparation software
• Effective ways to cross-train loan support employees
• What positions within loan operations are conducive to remote or hybrid work?
• Hiring, recruitment , and retention strategies that work
• New technology solutions
• Concerns or issues raised in recent regulatory examinations
• More people issues: managing vs. micro-managing
• Providing reports to upper management
• Ideas for loan support activities that can be automated
• Emerging best practices in post-closing reviews and similar checklists for insurance tracking and collection of financial information from customers
• Handling of lien documents, including UCC filings and mortgage recordings
• Efficient administration of construction loans and the draw process
• Loan operations structure
• Best practices in many different areas, from flow, to training.
• Exam/audit preparation best practices.
• Specific areas to cover, such as bankruptcy, charge offs, etc.

2023 Speaker

Richard Hamm
Commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and
appraisals, plus selling and negotiating skills, and director training.