014 lessons
Commercial lending foundations
Start with structures, parties, documentation and the full loan lifecycle.
Explore pathCommercial lending learning hub
Learn commercial lending operations with a clear route.
Start with the lifecycle, then connect products, servicing events, calculations and controls through practical lessons.
13lessons
3paths
100%practical
Choose your route
Three structured learning paths
028 lessons
Loan servicing operations
Build practical understanding of drawdowns, interest, fees, payments and controls.
Explore path031 lessons
Syndicated lending
Learn agency roles, lender positions, allocations, notices and settlement.
Explore pathGo deeper
Specialist operations learning
Move from core lessons into detailed system, product and multi-lender workflows.
5 guides
LoanIQ operations
Deal hierarchy, drawdowns, rollovers, repricing and controlled exceptions.
Explore guides9 guides
LC & trade finance
Documentary credits, amendments, discrepancies, settlement and guarantees.
Explore guides5 guides
CRE lending
Closing, collateral, construction draws, servicing, payoffs and workouts.
Explore guides6 guides
Syndicated lending
Agency, allocations, lender positions, transfers, voting and stressed events.
Explore guidesAvailable now
Start with a practical lesson
8 min
FoundationsBeginner
Commercial lending operations: end-to-end process and controls
Understand what commercial lending operations teams do across closing, facility setup, servicing, payments, monitoring, amendments and payoff.
Read lesson15 min
Loan servicingBeginner
Commercial loan servicing process: workflows, controls and reconciliation
Follow the commercial loan servicing process across requests, validations, calculations, booking, cash settlement, notices, monitoring and reconciliation.
Read lesson8 min
FoundationsBeginner
Commercial lending lifecycle: stages, process and controls
Follow the commercial lending lifecycle from origination and approval through closing, facility setup, servicing, monitoring, amendment, payoff and closure.
Read lesson9 min
Syndicated lendingBeginner
Bilateral vs syndicated loans
Understand how lender structure changes communication, allocation, settlement and control responsibilities.
Read lesson11 min
Loan servicingIntermediate
Commercial loan drawdown process: workflow and controls
Follow a commercial loan drawdown request from authentication and availability checks through approval, funding, booking, notices and reconciliation.
Read lesson10 min
Loan servicingBeginner
Interest and fee basics
Learn the building blocks behind rate, spread, day count, accrual periods and common facility fees.
Read lesson12 min
Loan servicingIntermediate
Commercial loan rollover process: workflow and controls
Follow a maturing commercial loan through instruction, eligibility checks, interest settlement, replacement booking, notices and reconciliation.
Read lesson13 min
FoundationsIntermediate
Commercial loan setup checklist and facility validation
Use a practical commercial loan setup checklist covering approved terms, parties, limits, pricing, fees, dates, settlement and independent validation.
Read lesson12 min
Loan servicingIntermediate
Loan payment application and reconciliation
Control an incoming borrower payment from identification and allocation through posting, lender distribution and accounting proof.
Read lesson13 min
Loan servicingIntermediate
Commercial loan repricing process and rate-reset workflow
Process a commercial loan repricing from borrower election and benchmark selection through rate construction, effective-date control, notice and reconciliation.
Read lesson15 min
Loan servicingIntermediate
SOFR interest calculation for commercial loans
Understand the operational inputs behind term and overnight SOFR calculations, including spread, floor, dates, day count and review evidence.
Read lesson12 min
FoundationsIntermediate
Commercial lending exception management
Handle operational exceptions with clear authority, risk assessment, evidence, ownership, escalation and permanent resolution.
Read lesson17 min
Loan servicingIntermediate
Commercial loan reconciliation: cash, positions and accounting
Learn how to reconcile commercial loan instructions, system positions, cash settlement, interest, fees and accounting—and control every unresolved break.
Read lesson