Improving Your Skills as a Credit Analyst

Managing credit risk effectively is a critical challenge for credit analysts, but it goes beyond number-crunching and long narratives. This session will showcase how credit analysts can partner with lending teams to identify key risks and manage them efficiently. You will also identify strategies for pinpointing the most critical risks in a credit, writing effective credit memos, and presenting confidently in a credit committee. By the end, you’ll understand how to collaborate with your lending staff to ensure the loans benefit both the bank and the borrower.

Learning Objectives:

• Learn the essentials of managing credit risk as a credit analyst.
• Explore effective techniques for writing clear, impactful credit memos.
• Understand how to collaborate with lending staff to build a robust loan portfolio.

Duration: 60-minutes

Who Should Attend: Credit Analyst, Jr. Credit Analyst

Instructor(s): Brad Stevens, President, Stevens Risk Management LLC

Recorded: Mar. 19, 2025.