Credit Evaluation School Dec 2022

Credit Evaluation School San Diego, California December 5 - 9, 2022

Hilton Garden Inn San Diego Downtown/Bayside Meeting Room: Kettner South

Monday, December 5, 2022 7 : 30 am

Registration and Continental Breakfast Outside Kettner North/South Introduction and Goals for the Week Paula Peters

8:30 am

Pre-Course Recap Curtis Larsen

9:00 am

Examiner Roles – Asset Manager and Loan Review Mark Andrews

9:30 am

Loan Scoping Roberto Chavez

9:45 am

Break

10:15 am 10:30 am

Primary Loan Documents Curtis Larsen

Lunch

12:00 pm 1:15 pm

6 P’s Review Mark Andrews

Break

2:15 pm 2:30 pm

6 P’s Review Mark Andrews

Line Sheet Review Exercise Paula Peters Hand Out Line Deck #1 Paula Peters

3:00 pm

3:30 pm

Adjourn

4:30 pm

Reception Del Mar Courtyard

5:00 – 7:00 pm

Tuesday, December 6, 2022 8:00 am

Continental Breakfast

Monday Recap Roberto Chavez

8:30 am

Decision Strategies & Loan Classification Roberto Chavez

8:45 am