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Managing a Loan Portfolio
MGMT X 430.616
Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans.
Fall
What you can learn.
- Explore loan origination, including the loan proposal, credit analysis, and agreement
- Discuss the control of risk in a portfolio, including credit policy, risk rating, reserves, loan review, internal audit, and workout
- Examine compliance with regulatory standards governing safety and soundness (Basel II/III and FDICA), community reinvestment (CRA), and money laundering (Patriot Act)
- Receive credit analysis formats, loan agreement forms, and bank examination manuals
About this course:
Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans. Explore loan origination, including the loan proposal, credit analysis, and agreement. Discuss the control of risk in a portfolio, including credit policy, risk rating, reserves, loan review, internal audit, and workout. Examine compliance with regulatory standards governing safety and soundness (Basel II/III and FDICA), community reinvestment (CRA), and money laundering (Patriot Act). As part of the course, you receive credit analysis formats, loan agreement forms, and bank examination manuals.Contact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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