Purchasing for others?
Presenter: Richard Hamm, Advantage Consulting and Training
This 90-minute program will be presented live on: April 25, 2023 – 10:30 a.m. – 12:00 p.m. CT
Recording available through: July 25, 2023
It has been said that nothing exposes the intellectual abilities of a loan officer like a credit write-up, because writing is a reflection of thinking. And not just for loan officers, but for credit analysts, portfolio managers and others that deal with business and commercial loans.
Many facets of lending are difficult to explain, especially when put into writing. This program is centered around basic writing principles, but applied to lending. It explores the process using five Ps. Within the thought process and planning, there are two Ps: (1) Purpose and (2) preparation. Within “getting it done” there are three more Ps: (3) Putting it all together, (4) Polish and (5) Pizzazz:
Target Audience: Credit analysts, portfolio managers, assistant relationship managers, community bankers, small business lenders, commercial lenders, consumer lenders, branch managers that lend to business owners, private bankers, special assets officers, loan review specialists and others involved in business and commercial lending