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EXPORT LENDER COURSE
How to Build a Profitable Export Loan Portfolio
This course is designed for the export lending
officer and representative who want to quickly and thoroughly grasp
the export finance business in order to make successful financing
decisions. It is presented in partnership with The Export-Import
Bank of the United States. Export Assist is the first private enterprise
to work in conjunction with this U.S. government facility.
What
You Will Learn
You will learn how to recognize bankable value in an export transaction
without wasting important time and effort. Using the new, easy-to-learn
Trade-T-System® methodology
(patent pending), you will be able to:
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quickly
assemble the transaction information |
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easily recognize
and evaluate loan criteria |
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accurately
assess export credit risks |
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successfully
determine a viable export finance solution to make the loan |
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effectively
administer the lending commitment to track collateral and file
claims. |
| "Your (Mr. Englert's) outstanding
presentation was practical, client-focused, and relevant....Typical
remarks by participants were: 'J.E. did a great job tying everything
together' and 'Joe was, without qualification, the best.' I
am grateful to you for doing such a fine job."
Daniel J. McLaughlin
Deputy Assistant Secretary
U.S. Department of Commerce
International Trade Administration
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Training
Programs
Export Assist currently offers the following education and training
programs for those involved in export lending, such as loan officers,
trade finance managers and training managers, who want to ensure
the profitability of their export lending program by improving
their
ability to make successful financing decisions. Each course includes
all of the Export Lender Course materials plus case study examples
of export transaction lending.
Self-Study Program
This is a practical and self-contained training course that details
both the theory and practice of export finance. You designate
the pace and order of study and Export Assist provides ongoing
support. This essential and valuable training tool for export
finance modeling is flexible, cost-efficient and highly informative.
(Estimated time: 20 hours)
Click here for the Order and Registration Form.
Train the Trainer Program
One of our qualified instructors will provide intensive training
for your trainers coupled with our self-study program. This two-day
course provides your financial institution with a cost-efficient
method of training for entire departments in different geographic
regions, plus it promotes bottom line profitability from your
export-related transactions and their associated revenue.
Click here for the Order and Registration Form. Private Group Instruction
One of our qualified instructors will provide a one-day intensive
training workshop designed specifically for your company or financial
institution. In addition to our self-study program, the instructor
will work with your personnel to help them successfully resolve
their trade transaction problems.
Click here for the Order and Registration Form.
Attendees have included:
Africa Trade Institute * Allfirst Bank * AmTrade International
Bank * Atlantic Central Bankers Bank * Banco do Brasil * Bank
of America * Bank of Belton * Bank of Colorado * Bank of Ellaville
* Bank of New Hampshire * Bank of Nova Scotia * Bank of San
Francisco * Bank of Tampa * Bank One International * BNP Paribas
* BPD International Bank * CFS International * Chase Manhattan
* CIT Group * Citizens National Bank * Coast Commercial Bank
* Coastal Bank * Comerica Bank * Commercial Bank of Everett
* Compass Bank * Eastern National Bank * Export-Import Bank
* First National Bank of Arvada * Frost National Bank * Howard
Bank * HSBC Bank USA * Hudson Savings * Los Robles Bank * Mellon
International. * Merita Bank *Metro Bank * National City Bank
* Old Kent Bank * Pacific People™s Heritage Bank * Republic
Capital Corp. * Pacifica Bank * Park Avenue Bank * Pueblo Bank & Trust
* Randolph Bank & Trust * Santa Barbara Bank & Trust
* Silicon Valley Bank * Sovereign Bank * State Bank of India
* Union Planters Bank * Wachovia Bank * Washington Trust Bank
* Plus Œ Ex-Im City State Partners & Delegated Authority
Lenders and the U.S. Commerce Department's Foreign Commercial
Service personnel stationed worldwide.
Course Participant
Comments
“Thank you once again for
what is turning out to be a most profitable
investment.”
“[I] gained an understanding of the most
appropriate finance choices as well as evaluating potential profitability…No
changes, keep going!”
“A must attend for any serious international trade facilitator!”
“Best seminar I have had in 16 years
of international trade.”
North Carolina Ex-Im Bank City/State Partner & Small Business &
Tech Development Center
“The Trade-T-System® allows
you to visualize what in the past has
been somewhat difficult.”
“….Very good learning tool. An
excellent tool to inform managers
quickly.”
Course Materials
Comprehensive Guidebook - A 228-page binder with detailed information
about transaction financing, working capital guarantees, international credit
insurance, transaction management, and Trade-T-System® methodology. Includes
a resource section with sample documents.
Audio Cassette Tapes - Each tape reviews a section of the Guidebook, using
interesting, informative trade finance anecdotes to
illustrate the information. (Total time: 8 hours)
Video - The video presents a dynamic overview of the export finance business
using the real world experiences of three exporters and their trade finance
problems. Financing tools discussed are Letters of Credit, international credit
insurance, and cash in advance. (22 minutes)
Workbook - The workbook is based upon the video. Using it, you will learn how
to apply the information in each of the three export finance case histories
and to assemble and analyze each trade transaction quickly and effectively.
Course Topics
The Export Lender Course includes:
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Export
Transaction Financing - transaction vs. equity-based
export financing |
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The Trade-T-System® -
easy to learn "T" system methodology including Transaction
Inquiry Sheet, Risk Evaluation Sheet, Solution Worksheet, and
Financial Tool Box |
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Pre-Export
and Post-Export Financing - export transaction terms and
financing, transaction term segments |
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International
Trade Document Structure - sale/purchase documents, incoterms,
collection documents, shipping documents, import documents |
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Pre-Export
Financing Tools - for working capital: cash in advance, government-sponsored
programs, trading company |
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Post-Export
Short Term Financing Tools - cash in advance, letters of credit,
documentary collection, open account, factoring |
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Post-Export
Medium Term Financing Tools - international credit insurance,
Ex-Im Bank payment guarantees, standby letter of credit, forfeiting,
international leasing |
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Transaction
Cost Analysis - calculating and analyzing transaction financing
costs |
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Recognizing
the Financial Opportunity - defining the transaction, selecting
the financing tools, defining loan opportunity and amount |
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Opportunities
to Increase Lender Revenue - transaction financing fees, the
dual-use collateral transaction |
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Ex-Im
Bank’s
Working Capital Guarantee Program (WCGP) and SBA’s EWCP |
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International
Credit Insurance - private credit insurance, Ex-Im Bank's
credit insurance, short and medium term credit insurance policies,
lending institution credit insurance |
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Transaction
Management - export transaction loans, collateral management,
the WCGP Guarantee, WCGP guarantee administration, WCGP claims
and recoveries |
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Resources - export-related information and sample export trade documents. |
Ongoing
Support
Upon completion of The Export Lender Course, Export Assist will provide
you with ongoing support. This includes assistance with deal structuring,
electronic Q&A bulletin board, instruction and advice by e-mail
and phone, and assistance with workbook completion. Our goal is to
help you apply your new export finance skills immediately and obtain
the successful results that you want. If you are not satisfied with
these results after two transactions, please let us know.
For More
Information….
please contact us at 800-894-8366 or by e-mail. We offer flexible
purchasing plans to meet the needs of our customers, individually
or
in a group. Click here to order and register.
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