Credit Analyst Development Program 2024

Description

Brought to you by Washington Bankers Association, NH Bankers is pleased to join 15 additional state bankers associations to present the Credit Analyst Development Program virtually October - November 2024.

The Credit Analyst Development Program offers a robust curriculum to refine your skills across multiple dimensions of banking.

Why you should attend:

• Accounting Refresher: Update your knowledge of the fundamentals of accounting, which is crucial for effective financial analysis.
• Financial Analysis Tools: Learn to use comparative and cash flow analyses to underwrite and monitor loans, identifying business development opportunities.
• Tax Return Analysis: Gain confidence in navigating personal and business tax returns, a complex but essential area for thorough credit evaluation.
• Loan Structuring: Understand the intricate details of structuring, documenting, and complying with regulations to maintain a healthy loan portfolio.

Each module is designed to build upon the last, ensuring a holistic learning experience that translates directly to professional success.

Modules:

• The Role of a Credit Analyst Within the Bank
• Accounting Basics/Refresher
• Employing Basic Financial Analysis Tools
• Basic Personal & Business Tax Return Analysis
• Loan Structure, Documentation and Compliance
• Basics of C&I Lending and Commercial Real Estate (CRE) Lending

For more information download the agenda below.

AGENDA

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Who should attend:

The Credit Analyst Development Program is designed for Credit Analysts, Credit Officers, Credit Administrators, Commercial Loan Officers/Managers, Loan Review Officers, Branch Managers and Management Trainees. 

In order to obtain the greatest benefit from this course, participants should have a general understanding of Accounting and have a basic understanding of financial statement and credit analysis.

Registration is through Washington Bankers Association.