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New York
Aug 3 - 4
Oct 5 - 6
Dec 1 - 2
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This topic is increasingly recognized by key institutions as a significant skills gap in their staff. In the age of “cut and paste” and time pressures, senior credit professionals in many financial institutions have lamented that credit approval documents are often lengthy; sometimes reaching 30 to 50 pages without adding the necessary insight. Elevator analysis is still very prevalent in the industry and although possessing strong analytical skills many analysts lack the ability to summarize their findings succinctly. This two day seminar is focused on the preparation of credit approval documents that summarize succinctly the overall credit risk exposure that an institution is asked to take on. This highly interactive course will be delivered in four 5-hour sessions and content is delivered via Adobe Connect or Zoom. Both of these platforms are immersive live virtual
classroom sessions with extensive interactive options and engagement monitoring, including virtual breakout rooms for group work.
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- Write credit approval documents that are clear, concise, consistent, complete and cashflow focused
- Select information for inclusion in credit approval documents that is relevant for the decision maker and focused on key risks and mitigants
- Write a financial risk analysis that is supported by facts
- Describe the key facility risks and how these will be mitigated by the suggested loan structure
- Use executive summaries to communicate the key issues to decision makers
- Practically apply the learning through group exercises and case studies
- Credit personnel who wish to sharpen their skills in credit reasoning and writing
- For new hires with a knowledge of credit analysis
- All staff involved with the preparation of credit approval documents including (Senior) Relationship Managers, Risk managers, Credit Analysts
Find a Course Near You
New York
Aug 3 - 4
Oct 5 - 6
Dec 1 - 2
