Loan Portfolio Management: Major Issues and Risk Ratings (MLC150D)

  Pre Recorded Webinar
  60 minutes

Explore the Reasons Why Good Loans Go Bad and Its Connection To Portfolio Management

The process of lending money to business customers doesn’t end after the loan is made. Rather, sound loan portfolio management is essential to healthy loans.

This webinar by expert speaker Vincent A. DiCara will address issues that are important for good Loan Portfolio Management of commercial loans. The session is also going to explore the ways in which sound portfolio management can impact performance as well as what annual reviews of commercial loans should include and address.

You will learn why annual reviews, whether completed by lending institution employees or by external loan review consultants, should include a review of the most recent financial information available from borrowers. This information should be in compliance with the covenants that the borrower has agreed to when loans were provided. The use of risk ratings and their connection to annual reviews will also be explored during this training session. In addition, examples of risk ratings will be employed to identify the proper ways to use this lenders tool.


Training Objective:

Who Should Attend

Commercial Loan Officers, Business Development Representatives, Branch Managers, Business Credit Analysts


Vincent DiCara has been involved in evaluating and meeting the credit needs of small and medium-sized businesses for thirty years as a business advocate, lender, credit analyst and trainer. Since 1995, he has been providing expert training for lending professionals throughout the country who work in... More info

Disclaimer: The content herein does not represent any association between CFPB and Eli Financial LLC. CFPB neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.

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