Credit Analysis Manager Seminar

This virtual course is made up of three sessions – each of the three sessions is 3 hours, from 1:00pm-4:00pm ET. Session 1: January 15, 2025 Session 2: January 22, 2025 Session 3: January 29, 2025

As commercial banking business gets more competitive and margins are more compressed, credit and underwriting teams enter the spotlight for significant opportunities to add value to their organizations through efficiencies, improved capacity, and consistency in delivering credit services. You may have the best banking products at lowest pricing and the best sales teams, but if your credit group does not work, you will not be able to win and close deals and will not be able to manage your portfolio to ensure credit quality and minimize credit losses. The course is designed to provide you with the resources to be successful in strategically managing the day-to-day realities while developing a plan to move your team in the right direction. In addition to providing good foundational practices for managing successful credit teams, the course will equip you with techniques and strategies to build a high performing and committed team.

METHODOLOGY
This course actively involves participants by including individual and group activities. Participants learn by practice, which in turn increases retention. Further, course will focus on your ability to apply the course’s content when you return to work. By the end of this course, you will begin drafting your own plan to bring material improvements to your credit / underwriting team, overhaul an existing team, or build a highly successful credit team from the ground up.

OBJECTIVES

Upon completion of this course, participants will be able to create and implement a 12-month plan to build a high-performing credit team:

• Materially improve team productivity and efficiencies.
• Develop processes that drive consistency of your team’s performance.
• Link goals of the organization to specific goals of the team.
• Increase team-member commitment and satisfaction.
• Materially improve credit quality of your team members’ underwriting.
• Improve management and strategic thinking skills that will help advance your career.

BENEFITS

• Develop more effective and successful managers, including developing an ability to greater
  influence teams and increase positive organizational impact.
• Attract, develop, and retain highly efficient and skilled credit staff.
• Materially improve quality of underwriting and turnaround of deals.
• Make your organization more competitive by improving your credit team as opposed to the
  conventional and outdated model of primarily investing into the sales side of business.
• Improve efficiency and relationship between credit and lending teams.

TARGET AUDIENCE
CAMS is designed for team leaders who oversee credit analysis, portfolio management, and underwriting teams as well as assistant team leaders or soon to become managers. The program may also be of interest to members of HR or talent management teams who want to understand the challenges, dynamics, and mechanics within credit and underwriting teams.

PARTICIPANT PREREQUISITES
This course is structured for team leaders charged with responsibility for credit analysis, portfolio management, and underwriting teams. Prior management experience is desired but not required. The only prerequisite is an open mind and willingness to explore new managerial techniques and approaches and well as desire to bring about positive changes to your team.