Event Profile

Move through each step of the credit approval process—from prospecting to post close monitoring. Gain an understanding of the required information for the loan request and how the information is used, basic analysis to assist in pre-qualification, documentation, and learn the various types of loans and their use.

Learning Objectives:

• Learn how to move the customer from prospect to client organizing the lender and their team through the process.
• Assessing and collecting the correct financial information for the type of financing requested.
• Understanding basic financial statement analysis and credit risk.
• Preparing for closing, the right documents for the right type of financing.
• Understanding the importance of post-closing monitoring to catch early warning signs of credit deterioration.