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.