Audience
- Branch managers
- Credit analysts
- Personal and private bankers
- Entry level lenders
- Mid-level lenders needing a refresher course
- Any employee assuming commercial lending responsibilities
Topics
- Loan structuring
- Loan packages and business writing skills
- Loan policy concepts and risk ratings
- Loan pricing concepts
- Analyzing personal financial statements and tax returns
- Introduction to business financial statements and tax returns
- Real estate lending fundamentals
- Business development and sales skills
Features
- 40 hours of instruction are scheduled.
- Enrollment will be limited to ensure greater interaction with the instructor case leaders and peers.
- Tuition is $1,195
The Barret Commercial Lending Academy is sponsored by:
Attendees will learn to assess the performance of their banks in the areas of income, expense, and profitability management. This information will help them comprehend the interaction between various functional areas and understand how their specific areas contribute to overall bank success.