Writing an Effective Credit Memo



OVERVIEW

This webinar will expose participants to process and detailed outline that will enable you to write an effective credit memo.


WHY SHOULD YOU ATTEND

Whether you are involved in the credit analysis or loan review process or any level of lending you will need to support your findings and/or recommendation in writing.

What we put in writing is very important for a number of reasons:

  • Written communication says much about you. 
  • Written communication in the form of analysis goes to the file.
  • How you present the credit can make a difference in a loan being approved or not.

AREAS COVERED

In this webinar we will cover:

  • Objectives of writing an effective credit memo
  • Functions of credit memo
  • Organization
  • Questions to consider
  • Positioning
  • Establish your major discussion areas
  • Outlining
  • Writing effectively
  • Credit memo outline

WHO WILL BENEFIT

Anyone who has to prepare credit write-up for support or to get their loan approved.

Credit analysts, loan review analysts, all levels of lending.


LEARNING OBJECTIVES

To make you a better banker

  • To understand the importance of good written communication
  • To improve clarity, conciseness and completeness of written communications
  • To increase emphasis on planning and organizing

 

For more detail please click on this below link:

https://goo.gl/DDLzbZ

 

Email: [email protected]

Toll Free: +1-888-300-8494

Tel: +1-720-996-1616

Fax: +1-888-909-1882

Speaker and Presenter Information

David Sawyer's experience in banking began in 1981 in the area of credit administration with Central Bank of the South. Since that time he has served in the capacity of senior lender, senior credit officer and president and CEO of a community bank and two regional bank affiliates. His banking experience includes corporate, middle market and small businesses with emphasis on Clending as well as SBA and lending to municipalities.

Relevant Government Agencies

Dept of Education

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Event Type
Webcast


When
Tue, Dec 5, 2017, 1:00pm - 2:00pm ET


Website
Click here to visit event website


Event Sponsors


Organizer
Training Doyens


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