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 $765.00
As few as 11 weeks
4.0
3.6

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 2021 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Robert S. Shultz
383041
Fee:
$765.00
Onlineformat icon
ENROLL BY: Sep 20, 2021
See Details
Refund Deadline
No refunds after September 24, 2021
Course Requirements
(Optional) Course syllabus not yet available.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
Keep up to date on the latest news and offerings in Credit Analysis & Management

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning