Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk.
Credit Administration and Documentation Learning Objectives:
Upon completing this course, you will be able to:
Explain the importance of credit administration
Describe credit risk considerations and recognize warning signs
Identify the steps taken when monitoring credit accounts
Recognize the different types of documentation used to support the administrative process
List the key steps in annual review process
Credit Administration and Documentation is a Required Course of CFI's CBCA™ Program:
CFI's Certified Banking & Credit Analyst (CBCA) Program offers skills include credit evaluation, documentation, and review procedures. For beginners to advanced users, the CBCA™ program is designed to help you become a world-class credit analyst.
Who Should Take This CBCA™ Course?
This Credit Administration and Documentation course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.
What You'll Learn:
Introduction
Credit Administration
Loan Approval Documentation
Loan Monitoring Documentation and Annual Reviews
Summary
Qualified Assessment
Corporate Finance Institute® (CFI) is a leading global provider of online financial modeling and valuation courses. Since 2016, CFI’s programs and certifications have been delivered to over 500,000 individuals at top universities, investment banks, accounting firms, and operating companies around the world.
The modern financial analyst requires a well-rounded skill set that takes time to acquire. Some of the skills are developed in university, some are developed on the job, and some of the skills come from experience and developing a strong business intuition. At CFI, we combine all three skill sets — theory, application, and intuition — into a condensed, self-paced program that can be taken anytime, anywhere.
CFI is the official global provider of the Financial Modeling and Valuation Analyst (FMVA)® designation.
This intensive program is delivered to aspiring finance professionals around the world who want to become world-class financial analysts.
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CFI courses give you practical skills, templates, and tools to move up the finance ladder. We pick up where business school leaves off to teach you on-the-job aspects of corporate finance, investment banking, corporate development, FP&A, treasury, accounting, and more.
CFI courses are taught by professional wall street trainers, who have been teaching classes for new hires at global investment banks for over twenty years.
CFI’s Financial Modeling and Valuation Analyst (FMVA)® was designed based on over 20 years of financial analyst training experience delivered by our instructors at large global banks and institutions such as BlackRock, Credit Suisse, HSBC, JP Morgan, Deutsche Bank, Merrill Lynch, Bank of America, Citi, and more.
CFI was founded in 2016 in partnership with MDA Training, a financial training and development company with over 20 years of experience delivering intensive multi-week training programs at global investment banks and financial institutions.
At CFI, we pride ourselves on offering the best online courses and training for financial modeling, valuation, and other corporate finance topics.
CFI's headquarters are in Vancouver, Canada.
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