OVERVIEW

This customized workshop uses training materials developed from your bank’s own case studies and best practices to teach participants how to develop high-quality credit reports that ultimately expedite the approval process. Participants analyze both exemplary and substandard write-ups to identify strengths and weaknesses. Then, participants learn how to develop clear, effective reports, using your organization’s preferred format, style, and content.

 

RESULTS & BUSINESS BENEFITS

  • Prepare professional, audience-focused credit write-ups that result in a more efficient approval process
  • Clearly communicate the borrower’s strengths and weaknesses, strategies, and operating performance
  • Convey the level of risk and mitigating factors
  • Deliver a meaningful analysis of the opportunity

 

WHO SHOULD ATTEND

 All staff involved in the loan approval process, including;

  • Credit officers,
  • Relationship managers,
  • Portfolio managers,
  • credit analysts,
  • loan review staff, and
  • credit trainees.