Course curriculum

  • 1

    Introduction

    • Introduction

    • Course Overview

    • Downloadable Files

  • 2

    Credit Administration

    • Overview of Credit Administration

    • Why is Credit Administration Important

    • Interactive Exercise 1

  • 3

    Loan Approval Documentation

    • Loan Approval Documentation and Process

    • The Loan Application

    • Loan Application Example

    • Risk Rating Models

    • Interactive Exercise 2

    • Risk Rating Model Example

    • The Term Sheet

    • The Commitment Letter

    • The Loan Agreement

    • Interactive Exercise 3

  • 4

    Loan Monitoring Documentation and Annual Reviews

    • Monitoring Documents and Monthly & Quarterly Reports

    • Annual Reports and Reviews

    • Financial Statement Review

    • Security Review

    • Management Review

    • Business Review

    • Annual Reviews and Advisory Conversations

    • Interactive Exercise 4

  • 5

    Summary

    • Summary

  • 6

    Qualified Assessment

    • Qualified assessment

    • Share Your Feedback

    • Course Completion