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

Watch this short video!

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.