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Analyze and Manage the Bank Loan Lifecycle

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Analyze and Manage the Bank Loan Lifecycle

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Explain the bank loan lifecycle, roles, and credit facility structures.

  • Evaluate loan transactions, documentation, and operational workflows.

  • Interpret bank debt accounting, reconciliation, and interest calculations.

Details to know

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Recently updated!

February 2026

Assessments

20 assignments

Taught in English

There are 5 modules in this course

By the end of this course, learners will be able to analyze the complete bank loan lifecycle, explain key banking roles, evaluate different loan facilities, apply credit transaction processes, and interpret bank debt accounting and reconciliation practices.

This course provides a comprehensive, end-to-end understanding of how bank loans are structured, executed, serviced, and accounted for in real-world banking environments. Learners will gain practical insight into syndicated loans, revolving credit facilities, letters of credit, and term loans, while also understanding the roles of lead banks, agent banks, and operational teams. The course further explores loan documentation, trade settlement, pricing mechanisms, credit activity processing, and system-based workflows used in modern banking operations. By completing this course, learners will develop job-ready knowledge applicable to banking operations, loan servicing, credit administration, and financial control roles. What makes this course unique is its strong operational focusβ€”bridging theory with practical workflows such as break management, interest discrepancy resolution, and bank debt calculations. Designed for professionals and aspiring bankers alike, this course equips learners with industry-aligned skills essential for navigating complex loan processes with confidence.

This module introduces the fundamental concepts of bank debt and the end-to-end banking loan ecosystem, covering core loan operations, key participant roles, and the flow of funds in modern banking transactions.

What's included

9 videos4 assignments

9 videosβ€’Total 69 minutes
  • Introduction to Bank Debtβ€’0 minutes
  • Trade Life Cycle of Bankβ€’4 minutes
  • Intro to Bank Loanβ€’8 minutes
  • The Arrange Bank or Lead Bankβ€’8 minutes
  • Co-Arrange and Book Runnerβ€’12 minutes
  • Agent Bankβ€’9 minutes
  • Collateral Administratorβ€’5 minutes
  • Relationship Managerβ€’12 minutes
  • Bank Loan and Fund Flowβ€’11 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Foundations of Banking & Loan Ecosystemβ€’30 minutes
  • Understanding Bank Debt & Operationsβ€’10 minutes
  • Key Banks in Syndicated Lendingβ€’10 minutes
  • Supporting Roles & Fund Flowβ€’10 minutes

This module explores various loan facilities and credit instruments, including syndicated loans, revolvers, letters of credit, and term loans, along with market practices and settlement processes.

What's included

9 videos4 assignments

9 videosβ€’Total 60 minutes
  • Types of Syndicate Loan Facilitiesβ€’1 minute
  • Revolver Loanβ€’11 minutes
  • Revolver Loan-Exampleβ€’10 minutes
  • Revolver Loan-Termβ€’7 minutes
  • Letter of Creditβ€’9 minutes
  • Delayed Draw Term Loanβ€’8 minutes
  • Us Market Guidelineβ€’6 minutes
  • Loan Trade-Settlementβ€’3 minutes
  • Loan Documentβ€’4 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Loan Facilities & Credit Instrumentsβ€’30 minutes
  • Syndicated Loan Structuresβ€’10 minutes
  • Revolvers & Term Loansβ€’10 minutes
  • Market Practices & Settlementβ€’10 minutes

This module focuses on loan documentation, pricing mechanisms, lifecycle events, and operational systems that support loan trading and ongoing servicing.

What's included

9 videos4 assignments

9 videosβ€’Total 57 minutes
  • Loan Document Continueβ€’11 minutes
  • Funding Memoβ€’5 minutes
  • Loan Indicationβ€’2 minutes
  • Types of Loan Tradeβ€’7 minutes
  • Life Cycle Eventsβ€’10 minutes
  • Pricing Options of Loansβ€’10 minutes
  • Rolloversβ€’1 minute
  • Rate Settingβ€’6 minutes
  • Application and Webβ€’4 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Loan Documentation & Trade Lifecycleβ€’30 minutes
  • Loan Documentation Essentialsβ€’10 minutes
  • Loan Trading & Lifecycle Eventsβ€’10 minutes
  • Rate & Rollover Mechanicsβ€’10 minutes

This module covers the definition, usage, and operational processing of credit facilities, including credit activity transactions, system execution, and manual exception handling.

What's included

9 videos4 assignments

9 videosβ€’Total 75 minutes
  • Various Terminologies Used in Bankβ€’9 minutes
  • Test Your Understandingβ€’8 minutes
  • Defining Credit Facilityβ€’12 minutes
  • Defining Credit Facility Continueβ€’6 minutes
  • More on Defining Credit Facilityβ€’9 minutes
  • Credit Activity Transactionβ€’7 minutes
  • Credit Activity Transaction Continueβ€’6 minutes
  • More on Credit Activity Transactionβ€’8 minutes
  • Book a Buy Transaction Manuallyβ€’9 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Credit Facilities & Transaction Processingβ€’30 minutes
  • Banking Terminology & Knowledge Checkβ€’10 minutes
  • Defining Credit Facilities in Detailβ€’10 minutes
  • Credit Activity Executionβ€’10 minutes

This module examines operational breaks, interest discrepancies, resolution techniques, and accounting principles related to bank debt and interest expense.

What's included

12 videos4 assignments

12 videosβ€’Total 96 minutes
  • Addendum Error Reportβ€’9 minutes
  • Types of Breakβ€’10 minutes
  • Types of Break Continueβ€’7 minutes
  • Interest Breakβ€’2 minutes
  • Interest Break Continueβ€’10 minutes
  • Break Resolutionβ€’9 minutes
  • Break Resolution Continueβ€’12 minutes
  • Accounting for Bank Debtβ€’10 minutes
  • Accounting for Bank Debt Continueβ€’4 minutes
  • Interest Expenseβ€’5 minutes
  • Bank Debt Calculationβ€’10 minutes
  • Bank Debt Calculation Continueβ€’8 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Breaks, Resolution & Accountingβ€’30 minutes
  • Break Types & Reportingβ€’10 minutes
  • Interest Breaks & Resolutionβ€’10 minutes
  • Bank Debt Accounting & Calculationsβ€’10 minutes

Instructor

EDUCBA
1,663 Coursesβ€’338,914 learners

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