Credit Evaluation School - October 2023

Internal Use Only

Discussion Guidelines • Instructors will act as loan officers, responsible for specific lines • Students should be prepared to discuss any of the loans in the line deck • Each group member must discuss at least one loan before any member can discuss a second loan • The group must agree on the loans to be discussed

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Internal Use Only

Discussion & Loan Rating Process

• The group will have 20 minutes with each loan officer to discuss their lines • The discussion is followed by a 10 minute debrief with your group to finalize notes • This is repeated for three rounds, allowing each group time with each instructor/loan officer

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