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.

READ MORE ABOUT THIS COURSE
Fall
Online
Starting at $855.00
As few as 11 weeks
4.0

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.

Fall 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens July 29, 2024 12:00:00 AM)
See Details
Instructor: Robert S. Shultz
399703
Fee:
$855.00
Onlineformat icon
Refund Deadline
No refunds after September 27, 2024
Course Requirements
Course syllabus not yet available.
Book: The Handbook of Credit Risk Management by Sylvain Bouteille and Diane Coogan

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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