Credit Evaluation School - October 2023

Credit Evaluation School Live Virtual October 3-12, 2023

Week 1 Tuesday, October 3, 2023 1:00 pm – 1:30 pm

Introduction & Goals for the Week

Pre-Course Recap

1:30 pm – 1:45 pm

Break

1:45 pm –2:00 pm

Credit Evaluation Examiner Roles & Responsibilities: Asset Manager and Loan Reviewer

2:00 pm – 2:45 pm

Identifying the 6Ps & Their Documents

2:45 pm – 3:30 pm

Classified Definitions Loan Ratings and Special Mention

3:30 pm – 3:45 pm

Hand Out Line Decks & Review

3:45 pm – 4:00 pm

Wednesday, October 4, 2023 1:00 pm – 1:15 pm

What I Learned Yesterday

Decision Strategies & Loan Classification

1:15 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:15 pm 3:15 pm – 3:45 pm 3:45 pm – 4:00 pm 1:20 pm – 1:45 pm 1:45 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:20 pm 3:20 pm – 4:00 pm

Break

Quick Hitters

Loan Writeups Quick Hitters End of Day Q&A

Thursday, October 5, 2023 1:00 pm – 1:20 pm

What I Learned Yesterday

Quick Hitters

Red Flags

Break

Quick Hitters

Mock Discussions Instructor Q&A