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Writing An Effective Credit Memo

Thursday, May 04, 2017 at 1:00PM - 2:30PM

Online Training

  • May 2017

    04 Thu


  • May 2017

    04 Thu


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Writing An Effective Credit Memo

Thursday, May 04, 2017 at 1:00PM - 2:30PM


No tickets available


This webinar will expose participants to process and detailed outline that will enable you to write an effective credit memo.

Why Should You Attend:

Whether you are involved in the credit analysis or loan review process or any level of lending you will need to support your findings and/or recommendation in writing.

What we put in writing is very important for a number of reasons:

Written communication says much about you.
Written communication in the form of analysis goes to the file.
How you present the credit can make a difference in a loan being approved or not.

Areas Covered in this Webinar:

In this webinar we will cover:

Objectives of writing an effective credit memo
Functions of credit memo
Questions to consider
Establish your major discussion areas
Writing effectively
Credit memo outline

Learning Objectives:

To make you a better banker

To understand the importance of good written communication
To improve clarity, conciseness and completeness of written communications
To increase emphasis on planning and organizing

Who Will Benefit:

Anyone who has to prepare credit write-up for support or to get their loan approved.
Credit analysts
Loan review analysts
All levels of lending

Speaker Profile:

David Sawyer's experience in banking began in 1981 in the area of credit administration with Central Bank of the South. Since that time, he has served in the capacity of senior lender, senior credit officer and president and CEO of a community bank and two regional bank affiliates. His banking experience includes corporate, middle market and small businesses with emphasis on Commercial lending as well as SBA and lending to municipalities.

David has a B.S degree with a major in banking and finance and is a graduate of LSU School of Banking. He recently received Credit Risk Certification from Robert Morris and Associates (RMA). David has enjoyed teaching and training other bankers throughout his career and has held numerous teaching certifications in the banking area.

David lends extensive knowledge and experience in lending, credit analysis and problem loan identification/workout in addition to experience with banking regulators in the present environment.

For more detail please click on this below link:

Toll Free: +1-844-746-4244
Tel: +1-516-900-5515

Fax: +1-516-900-5510

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