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.

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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.

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