Master the Credit Write-Up
Critical Skills Series
Learn to identify the four essential issues that must be addressed in every credit write-up, and the application of specific analytical tools, techniques, and loan covenants. Learn to spread financial statements and interpret the analytical reports generated by specialized software unsed in reaching a credit decision.
“The class was very thorough and clear, with perfect pacing.”
~Business Banking Officer, Regional Credit Union in Maine
~Business Banking Officer, Regional Credit Union in Maine
What You Will Learn
Learn to identify the four essential issues that must be addressed in every credit write-up as well as exploring the use and application of specific analytical tools, techniques, and loan covenants that effectively address these issues. We include illustrations of the respective roles of descriptive and analytical statements used in an effective credit write-up. Learn to spread financial statements in a software system and interpret the analytical reports generated by the system in the process of reaching a credit decision.
Target Audience
This Skill Series is ideal for participants currently in or aspiring to enter the following job functions:
- C & I Lending
- CRE Lending
- Corporate Lending
- Loan Review
- Special Assets
- Private Banking
- Credit Analysis
Prerequisites
Familiarity with accrual financial statements and common performance ratios, a working knowledge of the UCA cash flow statement, and an understanding of the generic commercial credit decision process.
Skill Series Courses
Introduction to the Credit Write Up
Credit Write-Up Best Practices
Spreading Financial Statements
more than 100 live, On-Demand and self-study courses
for every member of your credit team.
All include cases, exercises, testing & Reporting
for every member of your credit team.
All include cases, exercises, testing & Reporting