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Search across free lessons, LoanIQ, trade finance, CRE, syndicated lending, calculators, career guidance and support.

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Free guide

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.

Free guide

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.

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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.

Free guide

Syndicated lending

Bilateral vs syndicated loans

Understand how lender structure changes communication, allocation, settlement and control responsibilities.

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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.

Free guide

Loan servicing

Interest and fee basics

Learn the building blocks behind rate, spread, day count, accrual periods and common facility fees.

Free guide

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.

Free guide

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.

Free guide

Loan servicing

Loan payment application and reconciliation

Control an incoming borrower payment from identification and allocation through posting, lender distribution and accounting proof.

Free guide

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.

Free guide

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.

Free guide

Foundations

Commercial lending exception management

Handle operational exceptions with clear authority, risk assessment, evidence, ownership, escalation and permanent resolution.

Free guide

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.

Free guide

LoanIQ · Getting started

Deal, facility and outstanding hierarchy

Build a clear mental model of how borrower relationships, agreements, facilities and active loans connect.

Free guide

LoanIQ · Servicing workflows

Drawdown workflow and validations

Connect borrower instruction, availability checks, transaction setup, funding and reconciliation.

Free guide

LoanIQ · Transactions

Rollover and repricing lifecycle

Understand how an existing loan moves into a new interest period without losing principal or pricing continuity.

Free guide

LoanIQ · Controls

Exceptions, maker-checker and audit evidence

Use a consistent control approach for critical fields, overrides, failed validations and operational corrections.

Free guide

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.

Free guide

Trade finance · Documentary credits

Documentary credit parties and lifecycle

Understand how the applicant, beneficiary and banks connect from application through presentation and closure.

Free guide

Trade finance · Issuance & servicing

Issuance, amendments, availability and fees

Connect approved terms to the issued instrument, facility usage, amendment consent and fee administration.

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Trade finance · Examination & settlement

Presentation examination and discrepancies

Follow document receipt, examination, discrepancy recording, applicant waiver and notice handling.

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Trade finance · Examination & settlement

Settlement, reimbursement and reconciliation

Connect honour or negotiation to customer funding, interbank reimbursement, accounting and exposure reduction.

Free guide

Trade finance · Standbys & guarantees

Standby LCs and demand guarantees

Distinguish standby and guarantee structures, claims, reductions, expiry and counter-guarantee operations.

Free guide

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.

Free guide

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.

Free guide

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.

Free guide

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.

Free guide

CRE · Structures & lifecycle

CRE products and lending lifecycle

Connect acquisition, construction, bridge and permanent financing to the property’s operating stage.

Free guide

CRE · Closing & collateral

Closing, due diligence and collateral controls

Coordinate approval, legal documents, title, appraisal, environmental review, insurance and settlement.

Free guide

CRE · Construction lending

Construction draw administration

Validate budget, completed work, eligible costs, equity, inspections, lien protection and remaining availability.

Free guide

CRE · Ongoing servicing

Servicing, escrows and property monitoring

Administer payments, reserves, financial reporting, tenant performance, covenants and upcoming property events.

Free guide

CRE · Payoff & workout

Payoff, extension and workout operations

Control maturity decisions, payoff statements, collateral release, modifications and approved problem-loan actions.

Free guide

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.

Free guide

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.

Free guide

Syndicated · Positions & cash

Lender positions and pro-rata allocations

Control commitments, funded balances, availability, accrual entitlements and rounding across facilities and lenders.

Free guide

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.

Free guide

Syndicated · Change & stress

Amendments, consents, defaults and workouts

Coordinate voting, effective conditions, system changes and heightened controls when a facility changes or becomes stressed.

Free guide

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.

Calculator

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.

Calculator

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.

Calculator

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.

Calculator

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.

Calculator

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.

Calculator

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.

Calculator

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.

Calculator

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.

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Commercial Lending Operations · In-depth Reference

A comprehensive end-to-end reference covering bilateral, syndicated and agency operations, servicing, controls and worked operational context.

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Commercial Lending Operations · Quick Reference

A concise lifecycle guide for practical review across closing, servicing, amendments, cash, agency and LoanIQ-oriented operations.

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Commercial Real Estate Lending Operations

A practitioner-focused CRE reference covering closing, construction draws, collateral, escrows, monitoring, payoff and workout.

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CRE + LoanIQ Interview Questions & Answers

A focused interview-preparation pack connecting commercial real estate lending operations with LoanIQ-oriented process discussions.

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LoanIQ Interview Question Bank

A broader question-and-answer practice bank for LoanIQ workflows, controls, servicing concepts and operational interview preparation.

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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.

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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.

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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.

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Complete Premium Library Bundle

One purchaser licence covering the complete commercial lending, CRE, LoanIQ, letter-of-credit and trade-finance operations collection.

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Free guide

Reference

Commercial lending operations glossary

Plain-language definitions across facility structure, servicing, syndicated lending, trade finance, CRE and controls.

Tools

Tools

Global benchmark & currency calculators

Interest, payoff, pro-rata allocation and commitment-fee calculators across ten currency benchmarks.

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Career

Career Hub

Role pathways, skills self-assessment, interview frameworks and a practical 90-day plan.

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Career

Commercial loan operations interview questions

Twelve free control-led questions covering lifecycle, servicing, calculations, reconciliation and exceptions.

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Career

Loan IQ interview questions and answers

Twelve free questions covering Loan IQ hierarchy, servicing, calculations, syndicated lending, controls and exceptions.

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Premium

Premium PDF library

8 individual protected PDFs plus a complete-library bundle, available through secure purchaser-linked access.

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Support

1:1 coaching

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About

About the platform

Independent, practitioner-led commercial lending operations education for a global audience.

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Pricing

Pricing and availability

Compare free learning and current Premium PDF prices; 1:1 coaching remains coming soon.