$299.00
- Format:Webinar
- Education Type:BCU Webinars
- Line of Authority:N/A
- Language:N/A
- Credit Hours:N/A
Description
In writing effective credit memoranda, it is not what you say that commands attention, but how you say it. Credit memoranda serve three functions:
- they provide information on the condition and status of a customer relationship
- they provide a record of thoughts and actions
- they support or recommend action
The purpose of this course is to teach skills required to write an effective credit memorandum, which places emphasis upon factors or trends that are important without the need to state the obvious. In short, the credit memo should present relevant, material facts and the writers’ thoughts and opinions. Remember, anything you write in a credit memorandum will become public record if you find yourself in court with a borrower.
What You'll Learn
- How to Plan and Organize the Credit Memorandum
- How to Present Relevant information Without Omitting Important Facts
- How to Write in a Concise Manner Utilizing Outlines, Paragraphs Bullet Points and Highlights
- How to Interpret the Results of Credit Ratio and Cash Flow Analysis and to Explain them with Clarity to Readers
- How to Interpret Financial Ratios and Cash Flow Analysis and Report Them in a Credit Memo
- Know What Important Financial & Non-Financial Factors to Include in the Credit Memo
- View Standard Credit Memo Outline for Commercial Real Estate Transactions
What's Included
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