Effective Credit Write-Ups

Omega Performance
Training overview
Corporate / Group Training
1 day
Start dates
Contact for info

Course description

Effective Credit Write-Ups

Learn to prepare high-quality credit write-ups that articulate a clear and compelling analysis of a business's management, industry, financial condition, and cash flow. Effective Credit Write-ups prepares your lenders and analysts to write high-quality, risk-focused credit write-ups that adhere to your organization's standards and expectations and expedite the loan approval process.

Prior to the one-day, customized wokrshop, an Omega Performannce facilitator will review your organization's credit write-up template, and meet with you to discuss your organization's specific standards and preferences.

At the workshop, participants will review your organization's standards, as well as examples in order to gain a sense of "what good looks like". They they'll explore each topic that should be addressed in a quality credit write-up, including (but not limited to):

  • A clear and accurate summary of the request
  • Concise, objective analyses of the business and its industry
  • An astute analysis of the business's financial condition and current and projected cash flow, focused on why the numbers are what they are
  • A clear and compelling recommendation

The prerequisite for this course is Financial Accounting for Lenders and Commercial Loans to Small Business, Commercial Loans to Business, or Commercial Real Estate Lending (or an equivalent understanding of credit analysis).
Upon completion, participants will be able to:

  • Prepare professional, audience-focused credit write-ups that result in a more efficient approval process
  • Clearly communicate the borrower's strengths and weaknesses, strategies, and operating performance 
  • Convey the borrower's level of risk and mitigating factors
  • Deliver a meaningful analysis of the opportunity

Who should attend?

Anyone involved in the loan approval process, including lenders, relationship managers, portfolio managers, credit analysts and underwriters, loan review staff, and credit trainees.

Training content

Learning Topics:

  1. Credit Write-Up Basics
  2. The Components of an Effective Credit Write-Up
  3. Writing an Effective Recommendation

About Omega Performance

Omega Performance

Since 1976, Omega Performance has been the training partner of choice for financial service organizations worldwide, from community-based credit unions to international banks. Our clients choose our solutions because they are flexible, scalable, and—most importantly—effective. Whether you’re seeking training for...

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Omega Performance

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