GSB – Five Keys to Better Credit Memos and Loan Packages

It has been said that nothing exposes the intellectual abilities of a loan officer like a credit write-up, because writing is a reflection of thinking. And not just for loan officers, but for credit analysts, portfolio managers and others that deal with business and commercial loans.

Many facets of lending are difficult to explain, especially when put into writing. This program is centered around basic writing principles, but applied to lending. It explores the process using five Ps. Within the thought process and planning, there are two Ps: (1) Purpose and (2) preparation. Within “getting it done” there are three more Ps: (3) Putting it all together, (4) Polish and (5) Pizzazz:

Purpose
Identifying what you want the reader to do
Determining your (almost always) multiple audiences
Preparation
Recognizing the eight qualities of effective writing
Communicating efficiently using “cover pages”
Determining what supporting evidence is needed in the memorandum
Finding the best format
Putting it all together
Identifying the unique issues in communicating data and quantitative information
Outlining prior to drafting
Data tables are not analysis
Polish
Before and after example
Using white space and formatting conventions
Lender liability issues
Pizzazz
Getting the reader’s attention
Making sure that the reader does not miss key points
Every package tells a story

Target Audience
Credit analysts, portfolio managers, assistant relationship managers, community bankers, small business lenders, commercial lenders, consumer lenders, branch managers that lend to business owners, private bankers, special assets officers, loan review specialists and others involved in business and commercial lending owners, private bankers, special assets officers, loan review specialists and others involved in business and commercial lending

Presenter
Richard Hamm, Advantage Consulting & Training

Registration Option

Live presentation $275

Recording available through Mar. 14, 2022

Date

Dec 14 2021
Expired!

Time

10:30 am - 12:00 pm

Cost

$275.00

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