This webinar will expose participants to process and detailed outline that will enable you to write an effective credit memo.

Why Should You Attend

Whether you are involved in the credit analysis or loan review process or any level of lending you will need to support your findings and/or recommendation in writing.

• What we put in writing is very important for a number of reasons:
• Written communication says much about you.
• Written communication in the form of analysis goes to the file.
• How you present the credit can make a difference in a loan being approved or not.

Areas Covered in this Webinar

In this webinar we will cover:

• Objectives of writing an effective credit memo
• Functions of credit memo
• Organization
• Questions to consider
• Positioning
• Establish your major discussion areas
• Outlining
• Writing effectively
• Credit memo outline

Learning Objectives

• To make you a better banker
• To understand the importance of good written communication
• To improve clarity, conciseness and completeness of written communications
• To increase emphasis on planning and organizing

Who Will Benefit

• Anyone who has to prepare credit write-up for support or to get their loan approved.
• Credit analysts
• Loan review analysts
• All levels of lending