Loan and Credit Seminars

Led by experienced loan review and credit risk management professionals who have strong training backgrounds, our programs are customized for the appropriate audience, whether that may be directors, bank management, loan account officers, or management trainees.

CEIS will assess training needs in the organization and propose the most suitable training plan for the organization’s size and resources. We also respond to specific training needs that are identified either in the loan review process, recent bank examinations or by management. Such requests typically concern loan underwriting, loan grading systems, loan loss reserve methodology, cash flow analysis, financial statement standards, loan structuring, trends in portfolio quality or other matters of concern.

Our experienced professionals are also frequently asked to present at banking association meetings on varying topics related to commercial credit, i.e., loan portfolio stress testing, commercial portfolio management, ALLL Methodology, loan review program structuring, and other related matters.