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.
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