Webinar: Avoiding the 50 Page Credit Application

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In today’s market, credit conditions are tightening amid exponential risks.  Regardless of your functional title, your presentations must accurately reflect the specific risks of each credit opportunity.  How you “tell the story” directly impacts both the decision outcome and the parameters of a credit approval.
 
Credit presentations need to provide the information the reader needs so they can make an informed decision efficiently.  In almost all of our conversations with senior bank managers and credit approval officers, we hear that credit writing needs to improve. They say that first, credit write-ups must flow logically and be succinct, error free, and non-repetitive. Second, the document must contain sound reasoning and analysis that clearly communicates the risks and mitigants of the transaction.  
 
This webinar will provide practical tips on how to improve both your writing and reasoning skills, so that you, your clients, and your organization are set up for success.

  • Speakers keyboard_arrow_down
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    Kate Miller Director, Senior Learning Partner Moody's Analytics
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    Wayne Trotman FINRA 7 & 24 Credit Expert
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