Unlock the Secrets to Accurate Loan Reporting in Call Reports

Schedule RC-C
Get ready to demystify loan classification! This session will show you how to prioritize and correctly report loan balances and type codes with confidence. Learn:

• When to code loans by borrower, collateral, or purpose
• How to navigate complex loan scenarios with ease
• Tips to streamline your reporting process and avoid common pitfalls

Schedule RC-R
Take your expertise to the next level by mastering the four risk-based capital categories for loans:

1. Residential mortgage exposures – know exactly how to report these critical loans
2. High Volatility Commercial Real Estate (HVCRE) – get clarity on these high-impact assets
3. Loans past due 90 days or non-accrual loans – no more guesswork!
4. All other loans – ensure nothing slips through the cracks

But that’s not all – explore the intricacies of:

• Reporting unfunded commitments under the CBLR framework in RC-R Part I
• Managing Risk-Based Capital reporting in RC-R Part II with precision

Who Should Attend

If you’re a loan officer, loan assistant, or part of the loan operations or Call Report preparation team, this webinar is your chance to sharpen your skills and stay ahead of the game. Even seasoned Call Report preparers, reviewers, and auditors will uncover insights to boost their accuracy and efficiency. This two-hour power session is also a perfect way to complement your annual comprehensive Call Report training – regulators recommend it, and your career will thank you for it.