Bank Analysis School September 2023 - Presentations & Resources

Internal Use Only

Internal Use Only

Executive Officer Roles

• Daily oversight of the entire operation • Might be lender or even chief lender

President/CEO

• Daily oversight of operations • Financial planning

Chief Financial Officer

• Oversight of credit policy compliance • Oversight of credit analysts • Might have oversight of loan review • Daily oversight of loan production staff • Might be a lender also

Chief Credit Officer

Chief Lending Officer

Chief Information Officer

• Oversight of IT