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Managing a Commercial Loan Portfolio

Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade-finance loans. Explore the origination of a loan, including the loan proposal, credit analysis, and loan agreement. Discuss the control of risk in a portfolio, including credit policy, risk rating, reserves, loan review, internal audit, and workout. Examine compliance with regulatory standards governing safety and soundness (Basel II and FDICIA), community reinvestment (CRA), and money laundering (Patriot Act). Credit analysis formats, loan agreement forms, and bank examination manuals are distributed in class.

More details

You'll Walk Away with

  • The ability to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade-finance loans
  • An understanding of the origination of a loan, including the loan proposal, credit analysis, and loan agreement

Ideal for

  • Professionals with some knowledge of credit analysis
  • Students interested in a career in credit analysis

1 section

  • Fall 2018
    • Section

      001
    • Semester

      Fall 2018
    • Date

      Nov 27 - Dec 18
    • Day

      Tu, Th
    • Time

      6:30PM-9:30PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      7
    • Location

      Woolworth Building
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Closed

    • Section

      2
    • Semester

      Summer 2018
    • Date

      Jul 10 - Jul 31
    • Day

      Tu, Th
    • Time

      6:30PM-9:30PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      7
    • Location

      Midtown Center
    Tuition $825