Find a Course Near You
New York
May 26 - 27
Aug 3 - 4
Oct 5 - 6
Dec 1 - 2
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This two-day course focuses on the preparation of credit approval documents that summarize an institution’s credit risk exposure.
This topic is increasingly recognized as a significant skills gap in credit teams.
In the age of “cut and paste” and time pressures, credit approval documents are often excessively long yet omit the necessary insights. Although they possess strong analytical skills, many analysts lack the ability to summarize their findings.
This course focuses on the preparation of approval documents that summarize succinctly the institution’s credit risk exposure.
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- Write credit approval documents that are clear, concise, consistent, and complete.
- 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 key issues to decision-makers.
- Practically apply the learning through group exercises and case studies.
- (Senior) Relationship managers
- Risk managers
- Credit analysts and any other personnel actively involved in writing credit approval documents
- Credit review, monitoring, and audit
Find a Course Near You
New York
May 26 - 27
Aug 3 - 4
Oct 5 - 6
Dec 1 - 2
