Find the lending topic you need.
Search across free lessons, LoanIQ, trade finance, CRE, syndicated lending, calculators, career guidance and support.
64 results
Ranked by title, topic and operational relevance
Foundations
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.
Loan servicing
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.
Foundations
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.
Syndicated lending
Bilateral vs syndicated loans
Understand how lender structure changes communication, allocation, settlement and control responsibilities.
Loan servicing
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.
Loan servicing
Interest and fee basics
Learn the building blocks behind rate, spread, day count, accrual periods and common facility fees.
Loan servicing
Commercial loan rollover process: workflow and controls
Follow a maturing commercial loan through instruction, eligibility checks, interest settlement, replacement booking, notices and reconciliation.
Foundations
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.
Loan servicing
Loan payment application and reconciliation
Control an incoming borrower payment from identification and allocation through posting, lender distribution and accounting proof.
Loan servicing
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.
Loan servicing
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.
Foundations
Commercial lending exception management
Handle operational exceptions with clear authority, risk assessment, evidence, ownership, escalation and permanent resolution.
Loan servicing
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.
LoanIQ · Getting started
Deal, facility and outstanding hierarchy
Build a clear mental model of how borrower relationships, agreements, facilities and active loans connect.
LoanIQ · Servicing workflows
Drawdown workflow and validations
Connect borrower instruction, availability checks, transaction setup, funding and reconciliation.
LoanIQ · Transactions
Rollover and repricing lifecycle
Understand how an existing loan moves into a new interest period without losing principal or pricing continuity.
LoanIQ · Controls
Exceptions, maker-checker and audit evidence
Use a consistent control approach for critical fields, overrides, failed validations and operational corrections.
LoanIQ · Getting started
Loan IQ tutorial for beginners
Learn the core Loan IQ operating model, terminology and safe workflow habits before processing live servicing activity.
Trade finance · Documentary credits
Documentary credit parties and lifecycle
Understand how the applicant, beneficiary and banks connect from application through presentation and closure.
Trade finance · Issuance & servicing
Issuance, amendments, availability and fees
Connect approved terms to the issued instrument, facility usage, amendment consent and fee administration.
Trade finance · Examination & settlement
Presentation examination and discrepancies
Follow document receipt, examination, discrepancy recording, applicant waiver and notice handling.
Trade finance · Examination & settlement
Settlement, reimbursement and reconciliation
Connect honour or negotiation to customer funding, interbank reimbursement, accounting and exposure reduction.
Trade finance · Standbys & guarantees
Standby LCs and demand guarantees
Distinguish standby and guarantee structures, claims, reductions, expiry and counter-guarantee operations.
Trade finance · Documentary credits
Letter of credit process: end-to-end operations
Follow a commercial documentary credit from application and issuance through shipment, document examination, settlement and closure.
Trade finance · Issuance & servicing
Letter of credit issuance process and controls
Follow an LC from customer application and credit approval through drafting, authenticated issuance, advice, exposure booking and first-day reconciliation.
Trade finance · Issuance & servicing
Letter of credit amendment process and controls
Learn how to control LC amount, expiry, shipment, document and availability changes from request through acceptance, exposure updates and reconciliation.
Trade finance · Documentary credits
UCP 600 guide for beginners in trade operations
Understand the practical operating principles behind UCP 600, including independence, documents, roles, presentation, examination, honour and refusal.
CRE · Structures & lifecycle
CRE products and lending lifecycle
Connect acquisition, construction, bridge and permanent financing to the property’s operating stage.
CRE · Closing & collateral
Closing, due diligence and collateral controls
Coordinate approval, legal documents, title, appraisal, environmental review, insurance and settlement.
CRE · Construction lending
Construction draw administration
Validate budget, completed work, eligible costs, equity, inspections, lien protection and remaining availability.
CRE · Ongoing servicing
Servicing, escrows and property monitoring
Administer payments, reserves, financial reporting, tenant performance, covenants and upcoming property events.
CRE · Payoff & workout
Payoff, extension and workout operations
Control maturity decisions, payoff statements, collateral release, modifications and approved problem-loan actions.
Syndicated · Structure & roles
Syndicated roles and the operating model
Understand who owns the credit, who administers the facility and where each operational handoff begins and ends.
Syndicated · Agency operations
Agency notices, funding and cash distributions
Run the daily notice-to-cash cycle with clear cut-offs, verified instructions, allocation controls and lender communication.
Syndicated · Positions & cash
Lender positions and pro-rata allocations
Control commitments, funded balances, availability, accrual entitlements and rounding across facilities and lenders.
Syndicated · Transfers
Assignments, secondary trades and participations
Distinguish lender-of-record transfers from economic participations and control the path from trade intent to effective position.
Syndicated · Change & stress
Amendments, consents, defaults and workouts
Coordinate voting, effective conditions, system changes and heightened controls when a facility changes or becomes stressed.
Syndicated · Structure & roles
Syndicated loan process: end-to-end operations
Follow a syndicated facility from structuring and lender allocation through closing, funding, agency servicing, transfer and repayment.
Tools
SOFR interest calculator for commercial loans
Estimate simple SOFR-linked commercial loan interest using principal, benchmark rate, credit spread, floor, accrual days and day-count basis.
Tools
Actual/360 commercial loan interest calculator
Calculate a simple commercial loan interest estimate using the Actual/360 convention and compare it with Actual/365 using the same balance, rate and days.
Tools
Commercial loan payoff calculator
Estimate a commercial loan payoff using outstanding principal, accrued interest, unpaid fees and signed adjustments with a transparent calculation breakdown.
Tools
Commercial loan commitment fee calculator
Estimate an unused commitment fee from total commitment, utilized amount, annual fee rate, fee days and contractual year basis.
Tools
Pro-rata syndicated loan allocation calculator
Allocate a syndicated loan transaction across four eligible lenders using commitment shares, with transparent percentages and allocation totals.
Tools
DSCR calculator for commercial real estate loans
Calculate debt service coverage ratio from net operating income and annual debt service, with the cash-flow cushion shown alongside the result.
Tools
Commercial real estate LTV calculator
Estimate commercial real estate loan-to-value from loan amount and property value, with the remaining property-value cushion shown clearly.
Tools
Letter of credit fee calculator
Estimate a letter-of-credit commission from the LC amount, annual fee rate, eligible days and contractual day-count basis.
Premium
Commercial Lending Operations · In-depth Reference
A comprehensive end-to-end reference covering bilateral, syndicated and agency operations, servicing, controls and worked operational context.
$17
Fixed launch price · charged in USD
Premium
Commercial Lending Operations · Quick Reference
A concise lifecycle guide for practical review across closing, servicing, amendments, cash, agency and LoanIQ-oriented operations.
$7
Fixed launch price · charged in USD
Premium
Commercial Real Estate Lending Operations
A practitioner-focused CRE reference covering closing, construction draws, collateral, escrows, monitoring, payoff and workout.
$11
Fixed launch price · charged in USD
Premium
CRE + LoanIQ Interview Questions & Answers
A focused interview-preparation pack connecting commercial real estate lending operations with LoanIQ-oriented process discussions.
$9
Fixed launch price · charged in USD
Premium
LoanIQ Interview Question Bank
A broader question-and-answer practice bank for LoanIQ workflows, controls, servicing concepts and operational interview preparation.
$10
Fixed launch price · charged in USD
Premium
Letter of Credit & Trade Finance Operations · Premium Practitioner Manual
A detailed practitioner manual covering letter-of-credit operations, trade-finance workflows, commercial-lending context and LoanIQ-oriented processing considerations.
$23
Fixed launch price · charged in USD
Premium
Letter of Credit & Trade Finance · 55 Interview Questions & Answers
A specialist interview-preparation pack for letter-of-credit and trade-finance operations, controls, messaging and practical scenarios.
$11
Fixed launch price · charged in USD
Premium
Commercial Lending & Trade Finance Operations · 60 Interview Questions & Answers
A cross-functional interview pack spanning commercial lending, syndicated operations, LoanIQ, letter-of-credit workflows and practical case scenarios.
$14
Fixed launch price · charged in USD
Premium
Complete Premium Library Bundle
One purchaser licence covering the complete commercial lending, CRE, LoanIQ, letter-of-credit and trade-finance operations collection.
$63
Fixed launch price · charged in USD
Reference
Commercial lending operations glossary
Plain-language definitions across facility structure, servicing, syndicated lending, trade finance, CRE and controls.
Tools
Global benchmark & currency calculators
Interest, payoff, pro-rata allocation and commitment-fee calculators across ten currency benchmarks.
Career
Career Hub
Role pathways, skills self-assessment, interview frameworks and a practical 90-day plan.
Career
Commercial loan operations interview questions
Twelve free control-led questions covering lifecycle, servicing, calculations, reconciliation and exceptions.
Career
Loan IQ interview questions and answers
Twelve free questions covering Loan IQ hierarchy, servicing, calculations, syndicated lending, controls and exceptions.
Premium
Premium PDF library
8 individual protected PDFs plus a complete-library bundle, available through secure purchaser-linked access.
Support
1:1 coaching
Timezone-aware personal guidance is coming soon; join the interest list for launch updates.
About
About the platform
Independent, practitioner-led commercial lending operations education for a global audience.
Pricing
Pricing and availability
Compare free learning and current Premium PDF prices; 1:1 coaching remains coming soon.
