Leanpub Header

Skip to main content

COMPLETE GUIDE TO PROTECTING YOUR LOAN PORTFOLIO

Minimum price

$150.00

$199.99

You pay

$199.99

Author earns

$159.99
$

...Or Buy With Credits!

You can get credits monthly with a Reader Membership
PDF
EPUB
WEB
About

About

About the Book

Share this book

Author

About the Author

Peter Clarke

Peter S. Clarke, is a former banker with over 30 years experience in commercial lending and loan/credit administration with multibillion dollar banking institutions staring with Citibank in New York, and then moving to the former Texas Commerce Bank in Houston now Chase, and then to the Great Western Bancorp now Wells Fargo, and finally to Frost Bank in Houston. He has also been with The WFA Group, headquartered in Houston, Texas, for over 20 years. This Group provides collateral field exams on all types and sizes of credits for banks and non banks around the country. Besides A/R, Inv., Notes, and Special Projects, the company does any type of collateral field exam involving a working capital loan secured by real estate or personal property assets. In addition, The WFA Group also provides all types of machinery and equipment appraisals involving any type business or industry including full inspections, limited scope inspections (with the balance completed on a desktop),including giving value for in place installed equipment, and full desktops from its office. Appraisal values include Fair Market, Orderly Liquidation, and For Sale Liquidation (private or auction), and in place values where applicable.

Contents

Table of Contents

DESCRIPTION

  1. ABOUT THE AUTHOR

PREFACE

INTRODUCTION

CHAPTER 1

  1. 1.01 General
  2. 1.02 Policy Exceptions
  3. 1.03 Problem Loan Evidence
  4. 1.04 Independent Loan and Audit Reviews
  5. 1.05 Evaluating the Risk
  6. 1.06 Problem Loans
  7. 1.07 Financial Reviews
  8. 1.08 Follow – Up Approach in Protecting Loan Portfolios
  9. 1.09 Formal Commitment Agreements
  10. 1.10 Contractors
  11. 1.11 Warning Signs
  12. 1.12 Electronic Systems Use
  13. 1.13 Compliance Checks
  14. 1.14 Miscellaneous Problem Loans
  15. 1.15 Indirect Loans
  16. 1.16 Floor Plan Arrangements
  17. 1.17 Conditional Sales Contracts and Lease Financing
  18. 1.18 Business Problems
  19. 1.19 Follow – Up after Problem Loan Identification
  20. 1.20 Government Oversight
  21. 1.21 Examination Grading Changes
  22. 1.22 Different Responsibility of Support Staff
  23. 1.23 Loan Default Provisions
  24. 1.24 Remedial Action Once a Problem is Detected
  25. 1.25 Other Problem Loan Considerations
  26. 1.26 Handling Commercial Loan Delinquencies
  27. 1.27 Handling Installment Loan Delinquencies
  28. 1.28 Problem Loan Committees
  29. 1.29 Nonaccrual Loan Status

CHAPTER 2

  1. 2.01 Introduction
  2. 2.02 Priority Collateral Position
  3. 2.03 Collateral Perfection
  4. 2.04 The Debtor and Taxing Authorities
  5. 2.05 Environmental Concerns
  6. 2.06 Collateral Oversight
  7. 2.07 Guarantors and Endorsements
  8. 2.08 Control of Collateral

CHAPTER 3

  1. 3.01 Introduction
  2. 3.02 Alternate Debt Financing
  3. 3.03 Obtaining Additional Collateral
  4. 3.04 Debt Repayment Plan
  5. 3.05 Restructured Loans
  6. 3.06 FASB 114 – Loan Impairment
  7. 3.07 Action Plans
  8. 3.08 The Function of the Problem Loan Specialist
  9. 3.09 Loan Officer and Bank Attitudes
  10. 3.10 Determining the Bank’s Collateral Position
  11. 3.11 Third-Party Collateral, Guarantees, and Subordinations
  12. 3.12 Planning the Workout
  13. 3.13 Dealing with Guarantors
  14. 3.14 Borrower and Guarantor Judgment and Recordation Arrangements
  15. 3.15 Recommendations on Handling the Workout
  16. 3.16 Advancing New Money
  17. 3.17 Solvency of the Borrower

CHAPTER 4

  1. 4.01 Introduction
  2. 4.02 Foreclosure
  3. 4.03 FASB Accounting Treatment
  4. 4.04 Capitalization of Interest
  5. 4.05 Accounting for Troubled Commercial and Industrial and Real Estate Debt Restructures
  6. 4.06 CASH-BASIS INTEREST RECOGNITION

CHAPTER 5

  1. 5.01 Introduction
  2. 5.02 Improper Control
  3. 5.03 Termination of Credit under Discretionary Lending or Due on Demand Provisions
  4. 5.04 Liability Arising From a “Special Relationship”
  5. 5.05 Environmental Liability
  6. 5.06 Further Underlying Concerns and Protective Initiatives

Chapter 6

  1. 6.01 Introduction
  2. 6.02 Standstill or Moratorium Agreements
  3. 6.03 Potential Bank Violations– Reasonable Care Standards
  4. 6.04 The Deceptive Trade Practices (DTP) Act
  5. 6.05 Fraudulent (Knowing) or Negligent Misrepresentations
  6. 6.06 Violations of State Consumer Codes, Insurance Laws, Deceptive Practices, and the Consumer Protection Agency (Bureau):
  7. 6.07 Other Potential Violations
  8. 6.08 Damages and Penalties

CHAPTER 7

  1. 7.01 Introduction
  2. 7.02 Precautions
  3. 7.03 Setting off Accounts
  4. 7.04 Action against Personal Property after Default
  5. 7.05 Post Foreclosure Considerations
  6. 7.06 Lessons to Learn In Preventing and Collecting Problems Loans
  7. 7.07 General Procedures in Maintaining Safe Loans
  8. 7.08 Use of Attorneys

CHAPTER 8

  1. 8.01 Introduction
  2. 8.02 Defaults in Security Agreements
  3. 8.03 Repossessions and Collateral Sales

CHAPTER 9

  1. 9.01 Introduction
  2. 9.02 Conducting the Sale
  3. 9.03 Determining the Sales Price

CHAPTER 10

  1. 10.1 Introduction
  2. 10.02 Preparing For Foreclosure
  3. 10.3 Real Estate Sales

CHAPTER 11

  1. 11.01 Introduction
  2. 11.02 Setting Off Before Bankruptcy
  3. 11.03 Business Accounts
  4. 11.04 Floating Lien Collateral Improvement Tests
  5. 11.05 Other Control Issues
  6. 11.06 Bulk Sales
  7. 11.07 The Basics
  8. 11.08 The Bankruptcy Court System
  9. 11.09 Commencement of the Case
  10. 11.10 The Chapters of Bankruptcy
  11. 11.11 Conversations of Cases from One Chapter to Another
  12. 11.12 Adversary Procedures and Contested Matters
  13. 11.13 Executory Contracts
  14. 11.14 Contractor Bankruptcies
  15. 11.15 Conclusion

CHAPTER 12

  1. 12.01 Introduction
  2. 12.2 Automatic Stay Prohibitions
  3. 12.3 Particular Problems of Right of Setoff
  4. 12.4 Exceptions To The Automatic Stay
  5. 12.5 Obtaining Relief from the Automatic Stay
  6. 12.6 Modification for Cause
  7. 12.7 No Equity/No Plan
  8. 12.8 Living with the Automatic Stay

CHAPTER 13

  1. 13.1 Introduction
  2. 13.2 Proof of Claim Process
  3. 13.03 Transfer of Claims
  4. 13.04 Priority among Claims
  5. 13.05 Bifurcated Claims of Under Secured Creditors
  6. 13.06 Valuation and Estimation of Claims

CHAPTER 14

  1. 14.01 Introduction
  2. 14.02 Preferences
  3. 14.3 Defenses to Preference Actions
  4. 14.04 Fraudulent Transfers and Conveyances

CHAPTER 15

  1. 15.01 Introduction
  2. 15.02 The Rules Following Bankruptcy
  3. 15.03 Conclusion

CHAPTER 16

  1. 16.01 Introduction
  2. 16.02 Court Authorized Borrowing
  3. 16.03 Use of Cash Collateral

CHAPTER 17

  1. 17.01 Introduction
  2. 17.02 Prefiling Considerations
  3. 17.03 First Day Problems
  4. 17.04 Preliminary Disputes
  5. 17.05 Moving Towards a Plan
  6. 17.06 Creditors’ Committees in Chapter 11
  7. 17.07 The Confirmation Process

CHAPTER 18

  1. 18.01 Introduction
  2. 18.02 Prefiling Considerations
  3. 18.03 Initial Steps after the Filing
  4. 18.04 Seeking Stay Relief
  5. 18.05 Plan Negotiations
  6. 18.06 Special Real Estate Considerations for the Lender
  7. 18.07 Disclosure Statement Litigation
  8. 18.08 Dealing with Valuation Questions
  9. 18.09 Plan Issues
  10. 18.10 The Section 1111(b) Election
  11. 18.11 Conclusion
  12. CHAPTER 19
  13. 19.01 Introduction
  14. 19.02 From Filing to Confirmation
  15. 19.03 Conclusion

CHAPTER 20

  1. 20.01 Introduction
  2. 20.02 Initial Steps
  3. 20.03 Recovery of Collateral
  4. 20.04 First Meeting of Creditors
  5. 20.05 Challenging Elimination Claims by an Individual Debtor
  6. 20.06 Later Acquired Property of Individual Debtors
  7. 20.07 Dischargeability of Debts and Discharge Objectives
  8. 20.08 Reaffirmation
  9. 20.09 Conclusion

CHAPTER 21

  1. 21.01 General
  2. 21.02 Additional Requirements
  3. 21.03 Control Register
  4. 21.04 Reclamation (Charge-Off/Recovery) Department/Section
  5. 21.05 Trustees: They Only Communicate In Writing
  6. 21.06 Income and Expense Savings Opportunities
  7. 21.07 Departmental Management, Staffing, and Expense
  8. 21.08 Charge-Off/Recovery Policies and Procedures
  9. 21.09 Use of Attorneys
  10. 21.10 Purging Procedures
  11. 21.11 Follow-Up to Bankruptcy Procedures
  12. 21.12 Fair Debt Collection Practices Act

The Leanpub 60 Day 100% Happiness Guarantee

Within 60 days of purchase you can get a 100% refund on any Leanpub purchase, in two clicks.

Now, this is technically risky for us, since you'll have the book or course files either way. But we're so confident in our products and services, and in our authors and readers, that we're happy to offer a full money back guarantee for everything we sell.

You can only find out how good something is by trying it, and because of our 100% money back guarantee there's literally no risk to do so!

So, there's no reason not to click the Add to Cart button, is there?

See full terms...

Earn $8 on a $10 Purchase, and $16 on a $20 Purchase

We pay 80% royalties on purchases of $7.99 or more, and 80% royalties minus a 50 cent flat fee on purchases between $0.99 and $7.98. You earn $8 on a $10 sale, and $16 on a $20 sale. So, if we sell 5000 non-refunded copies of your book for $20, you'll earn $80,000.

(Yes, some authors have already earned much more than that on Leanpub.)

In fact, authors have earned over $14 million writing, publishing and selling on Leanpub.

Learn more about writing on Leanpub

Free Updates. DRM Free.

If you buy a Leanpub book, you get free updates for as long as the author updates the book! Many authors use Leanpub to publish their books in-progress, while they are writing them. All readers get free updates, regardless of when they bought the book or how much they paid (including free).

Most Leanpub books are available in PDF (for computers) and EPUB (for phones, tablets and Kindle). The formats that a book includes are shown at the top right corner of this page.

Finally, Leanpub books don't have any DRM copy-protection nonsense, so you can easily read them on any supported device.

Learn more about Leanpub's ebook formats and where to read them

Write and Publish on Leanpub

You can use Leanpub to easily write, publish and sell in-progress and completed ebooks and online courses!

Leanpub is a powerful platform for serious authors, combining a simple, elegant writing and publishing workflow with a store focused on selling in-progress ebooks.

Leanpub is a magical typewriter for authors: just write in plain text, and to publish your ebook, just click a button. (Or, if you are producing your ebook your own way, you can even upload your own PDF and/or EPUB files and then publish with one click!) It really is that easy.

Learn more about writing on Leanpub