Unlocking Successful Credit Presentations

Event Details

The credit presentation is the most read and relied upon document in any loan file. It creates a first impression of the credit, the lender and the analyst, provides important information for approvers, and demonstrates prudent underwriting to examiners. This Unlocking Successful Credit Presentations course will provide you with the tools and knowledge to prepare a complete, concise and fact-based credit presentation that will elevate the professional presence of the lender, analyst and financial institutions.

WHO SHOULD ATTEND? This course will benefit credit analysts, underwriters, credit officers, approvers, lenders, sales managers, and loan committee members.

Participants are required to have a working knowledge of business lending, analysis and loan documentation. They should also have some experience with writing or utilizing loan presentations.

INSTRUCTOR: Clint Hooppaw, Highpoint Advisors. Click HERE for Clint’s full bio.

COURSE COVERAGE:

• Assess loan requests based on complexity, risk, and purpose.
• Communicate purpose, strengths, weaknesses, risks, and mitigants effectively.
• Avoid misused phrases, confusing terms, and biased writing.
• Articulate the story behind the numbers for executive audiences.
• Anticipate questions and provide proactive answers.
• Present a professional image through your writing.

Registration Fee: Includes a box lunch.

 

Contact For More Information

Brenda Ryan
RMA Minnesota Chapter Administrator
RMAmn@outlook.com / 763-486-7219

Cancelation Policy

Cancellations received after April 14 (and no-shows) will not receive a refund.