OVERVIEW

In this highly interactive module, participants use the Decision Strategy to performance in-depth analysis of small business credit requests. The course emphasizes interpretation and analysis using real-world lending examples that include personal guarantees. Participants analyze case studies, evaluate risks and opportunities, and present their group’s findings to a credit committee.

 

RESULTS & BUSINESS BENEFITS

  • Increase lending efficiency by applying the Decision Strategy
  • Assess industry risk, management, and the effectiveness of company strategies
  • Analyze financial statement trends and other factors to evaluate repayment capacity
  • Determine the strength of the global cash flow of the borrower and guarantors
  • Apply comprehensive risk analysis to determine appropriate loan structure

 

WHO SHOULD ATTEND

 All staff with small business lending responsibilities, including

  • Lenders,
  • Credit analysts
  • Loan reviewers, and
  • Branch managers.