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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 404454
 
Credit & Course Provided by:

How to Write an Effective Credit Policy

Live Webinar
October 29, 2019
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour
Live Webinar$219Register Now
Can't Attend?   Audio & Reference Manual$219Add to Cart

Gain insight into writing an effective credit memorandum.

The purpose of this information is to teach skills required to write an effective credit memorandum, which places emphasis upon factors or trends that are important without the need to state the obvious. In short, the credit memo should present relevant, material facts and the writers’ thoughts and opinions. Remember, anything you write in a credit memorandum will become public record if you find yourself in court with a borrower.

Learning Objectives

• You will be able to determine the financial impact of changes in financial factors.

• You will be able to discuss questions to raise with the customer after the credit analysis is completed.

• You will be able to explain an outline of relevant factors to include in a credit memorandum.

• You will be able to recognize how to report your finding efficiently and effectively in the credit memorandum.

Registration

Live Webinar$219Register Now
Can't Attend?   Audio & Reference Manual$219Add to Cart