Scott Powell – Credit Administration and Documentation – CFI Education

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Exploring the Essential Features of “Scott Powell – Credit Administration and Documentation – CFI Education”

Credit Administration and Documentation

Want to be an efficient lender? Learn to navigate credit administration and documentation requirements, and you’ll thank yourself later!

• Originate and fulfill credits on time and as agreed by using proper documentation
• Model your credit risk by conducting ongoing reviews
• Provide sound advice when taking the critical steps of credit reviews

Overview

Credit Administration and Documentation Overview

Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk.  

This course will explain the main components of credit administration and documentation. We will go through examples of credit documents to understand the basic format and layout. We will also explore the considerations that should be considered when assessing risk ratings.

Credit Administration and Documentation Learning Objectives

Upon completing this course, you will be able to:

• Explain the importance of credit administration
• Describe credit risk considerations and recognize warning signs
• Identify the steps taken when monitoring credit accounts
• Recognize the different types of documentation used to support the administrative process
• List the key steps in the annual review process

Who should take this course?

This Credit Administration and Documentation course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

What you’ll learn

Introduction
Introduction 
Downloadable Files

Credit Administration
Overview of Credit Administration 
Why is Credit Administration Important 
Interactive Exercise 1

Loan Approval Documentation
Loan Approval Documentation and Process
The Loan Application
Loan Application Example
Risk Rating Models
Interactive Exercise 2
Risk Rating Model Example
The Term Sheet
The Commitment Letter
The Loan Agreement
Interactive Exercise 3

Loan Monitoring Documentation and Annual Reviews
Monitoring Documents and Monthly & Quarterly Reports
Annual Reports and Reviews
Financial Statement Review
Security Review
Management Review
Business Review
Annual Reviews and Advisory Conversations
Interactive Exercise 4

Summary
Summary

Qualified Assessment
Qualified Assessment

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