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What To Do When A Customer Dies
Ironically when a financial institution finds out that a deposit or loan customer has died, confusion and dread seem to be the normal reaction.
This two-hour webinar will walk you through the complicated process of dealing with a customer's death, both on the deposit and loan side; as well as the unique issues of dong business with the decedent's estate.
Topics of Discussion:- What documents are required upon the death of an individual?
- What actions should the financial institution take on deposit accounts owned by the decedent?
- How does the financial institution deal with the decedent's estate?
- What does the financial institution do if there is not an estate?
- What happens if the decedent had a safe deposit box?
- How should the financial institution handle "death" as a default on a loan?
- What does every lender need to know about doing business with the borrower's estate?
- What steps can a financial institution take to protect its collateral after the borrower has died?
- How does the financial institution handle issues of guarantors, setoff and insurance once the borrower has died?
- How does the death of a key person affect the borrowings of Corporations, Partnerships, Limited Liability Companies, Trusts and other legal entities?
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RC-C Loan Codes For The Call Report
Loan information on the Call Report provides critical credit information for regulators, especially in today's environment. The rules for coding loans reported on schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, and past dues and non-accruals.Â
This training course will help you learn the classification priority for reporting loan information correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.Covered Topics:- How and when to code loans based on borrower, purpose, or collateral
- What qualifies as real estate collateral
- When to report a non-farm, non-residential secured loan as owner occupied
| ... More Details / Purchase |
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Bank TrainingLoan And Mortgage TrainingSecurities Licensing |
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 Safe Deposit Box "Danger Zones" - Disaster Recovery Program
 Controlling the Risks of Power of Attorney Documents
 Unclaimed Property Compliance for Financial Institutions
 Opening Deposit Accounts for Nonresident Aliens - Changes on the W-8BEN
 Marketing & Advertising Compliance
 Reg E Compliance – Five Best Practices for Handling Disputes
 Living Trust Documents
 10 Critical Issues in Handling Trust Accounts
 Certified Regulatory Vendor Program Manager
 Certified Regulatory Vendor Program Manager - Level II, Advanced Course
 Legal Issues of Checks
 Flood Insurance Compliance Hot Spots
 Underwriting Construction Loans
 Payroll Records: What To Keep, What To Toss
 Internal Investigations Certificate Program
 Dealing with Difficult People
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