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Writing an Effective Credit Memorandum-It’s not What You Say But How You Say It (MLC250K)

  Pre Recorded Webinar
  60 minutes
  
Multiple Participants?
Call 1-800-223-8720
for a group pricing

Get the Right Skills Required to Write a Focused Memorandum

Credit memoranda serve as the primary means of communication in the banking domain. It covers three functions: providing details on customer relation status, record actions and thoughts, and recommend or support action. An effective memorandum is not about what you say, but how you say it, for commanding attention.

Join industry expert Jeffery W. Johnson as he helps you develop your skills in writing an effective credit memorandum that places emphasis on the important factors without the need to state the obvious. You will explore reporting and underwriting on heads such as Construction Loans, Multi-Family Loans, Commercial Real Estate Loans and Acquisition & Development Loans.

You will be provided with examples of proven credit memos to ensure you are covering all the areas covered by banking regulations. Strengthen your understanding of the credit analysis and clearly describe the financial impact of changes in financial factors, reporting more than just what has changed.

Session Highlights

Who Should Attend

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Presenter

Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a Management Trainee and progressed to Vice President and Senior Lender of SouthTrust Bank and Senior Vice President and Commercial Banking Division Manager for Citizens Trust Bank of Atlanta.

Most of his career has bee... More info

 


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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.