CEMP Webinar 01 Mastering Loan and Lease Origination: Best Practices & Strategies
Includes a Live Web Event on 04/09/2025 at 1:00 PM (EDT)
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You must log in to register
- Non-Member - $119
- Member - $79
Wednesday, April 9, 2025
1:00 p.m. - 3:00 p.m. Eastern
Description
In today’s complex financial landscape, effective loan and lease origination requires a deep understanding of multiple facets of the process. This comprehensive webinar is designed for finance professionals who want to sharpen their skills and stay ahead in the ever-evolving industry.
Join us as we delve into critical areas of loan and lease origination, including:
- Fraud Prevention: Learn how to identify and mitigate risks to protect your organization from potential fraud during the origination process.
- Residual Risk / Collateral Value Forecasting: Understand how to accurately forecast collateral values and assess residual risks to ensure sound financial decisions.
- Equipment Classification and Capturing Equipment Detail: Discover best practices for classifying equipment and capturing detailed information to improve accuracy and efficiency in origination.
- Lease Documentation: Gain insights into essential lease documentation, including Master Lease Agreements, Schedules, and provisions for use, maintenance, and return of leased equipment.
- Transaction Structure, Pricing, and Syndications: Explore the intricacies of transaction structuring, pricing strategies, and syndication processes to optimize financial outcomes.
This webinar will provide valuable knowledge and practical tools to enhance your loan and lease origination process, ensuring you are equipped to handle the challenges and opportunities in today’s market. Don’t miss this opportunity to learn from industry experts and take your origination skills to the next level!
Learning Objectives
- Identify strategies for fraud prevention in the loan and lease origination process to protect against risks.
- Analyze collateral value forecasting techniques and assess residual risks for more informed financial decision-making.
- Apply best practices for equipment classification and capturing detailed equipment information to improve origination accuracy and efficiency.
- Understand the key components of lease documentation, including Master Lease Agreements and related provisions, to ensure compliance and clarity.
- Evaluate transaction structuring, pricing, and syndication processes to optimize financial outcomes in loan and lease originations.
- Develop a deeper understanding of the financial landscape, and apply new tools and strategies to enhance loan and lease origination practices in a competitive market.
These objectives align with the key topics outlined and focus on practical skills and knowledge that finance professionals will gain from the webinar.
Course Audience
Leasing Companies, credit officers, banks, attorneys, management associations, ELFA, equipment managers
General Webinar Information
Login to ASA's webinars are through your Education Dashboard on the ASA website. In addition, this presentation will not be recorded or made available post-webinar for purchase via the ASA Marketplace
System Requirements
To ensure the best ASA webinar experience, be sure to download the Zoom Application on your device before the webinar begins.
Continuing Education (CE) Information
This webinar will award 2.4 CE hours.
If you are a designated member of the American Society of Appraisers, CE credit will automatically be entered into your record ONLY if you participate in the live webinar. Please allow approximately 2 weeks post-webinar for ASA to notify participants via email regarding a certificate of completion.
Mark Polis
Senior Vice President of Asset & Portfolio Management
Auxilior Capital Partners
Current Position – Mark current role is with Auxilior Capital Partners. He joined this team in June 2023 as a Senior Vice President of Asset & Portfolio Management. Here, Mark has managed both the Asset and Portfolio Management (Collections) teams. As of August 2024, his primary focus has focused on expanding and growing the Asset Management functions for this independent finance company. Here, he created and manages his third equipment appraisal desk. His major responsibilities include, but are not limited to, the following: residual setting and forecasting; program residual management; internal equipment valuations and appraisals; external appraisals, portfolio reporting; equipment dispositions; end of lease negotiations; renewals; lease payoffs; inspections; documentation negotiations; developing policies and procedures; compliance; budgeting projections; industry and vendor studies and concentration limits reporting. He regularly interacts with executive leadership, senior management, sales, credit, risk, audit, operations, collections, and IT. ACP’s portfolio consists of $1.6 billion in assets with concentrations in construction, tractors, trailers, buses, aircraft and marine equipment.
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Experience – Mark has been engaged in the equipment finance industry for over 31-years, where most of his experience has been focused on Equipment Management in both independent and bank owned finance company environments. From May 2015 to June 2023 Mark worked for Capital One Equipment Finance. There he was a Senior Director of Asset Management. From August 2001 to May 2015 Mark worked for Commerce Commercial Leasing which later became TD Equipment Finance. There, he was a founding member of TDEF and the Director of Asset Management. From March 1999 to August 2001, he worked for American Equipment Leasing a division of EAB Bank (ABN Amro) which was purchased by CitiCapital. There, he was a VP/Asset Manager. From 1992 to 1999, he worked for Copelco Capital which was purchased by CitiCapital. There, he was an AVP/Asset Manager. At Copelco, he started his career in financial services as a remarketer and was quickly promoted to Asset Manager. Prior to his career in equipment finance, he held various positions as an electronic engineer.
Education & Associations - Mark holds Associates in Science in Business Administration degree from Rowan College where he was a member Of the Phi Theta Kappa National Honor Society with a GPA 3.75. He also holds an Associate Degree in Specialized Technology in Electronic Engineering from Pennco Technical Institute where he graduated with honors. Mark has also attended classes at Rutgers University towards a Bachelor of Science Degree in Finance. He is a candidate member of the American Society of Appraisers (ASA) and has successfully completed Machinery and Equipment ME201, ME202, ME203, ME204, USPAP & Ethics Exam. He has held positions as the President and a board member for the ASA’s South Jersey Chapter and has been part of their executive board. He is currently a member of the Equipment Leasing Association (ELA) and has attended the ELA Equipment Management Conference for over the last 25 plus years. Previously, he has been a member of the International Association of Medical Equipment Remarketers and Services (IAMERS) and has attended many of their annual conferences. He is also actively involved in his local community coaching Little League and street hockey and is currently an executive member of the Westville Little League and holds the position as the safety director.
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