Developing & Delivering an Effective Loan Presentation

Credit memo, loan approval, credit request, loan presentation, etc. – regardless of the vernacular, an effective loan presentation delivered to an approving authority establishes a crucial cornerstone in credit risk management. Whether the audience is the loan committee, board, auditors, or examiners, the loan presentation must communicate the pertinent elements of creditworthiness and identify circumstances that present or elevate perceived credit risk. This webinar will extensively outline the elements of a highly effective loan presentation that properly communicates known risks while highlighting mitigating factors. The five Cs of credit will be used in developing the loan presentation, adding a sixth and seventh C of credit to consider.

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