Best Practices for Performing Quality-Control Loan Reviews
Tuesday, November 29, 2022
3:00 pm – 4:30 pm Eastern
Performing effective quality-control loan reviews is an essential element that regulators want to see. Afford yourself this opportunity to learn the key objectives of loan review, regulator expectations, methods, and so much more.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Identify the key objectives of loan review
- Understand the importance of accurate internal loan grading
- Recognize the qualifications required to perform loan reviews
- Define the scope and depth of loan reviews
- Describe the methodology used to select loans for review
- Explain the results of the loan review to executive management
- Outline the regulatory expectations for conducting loan reviews
In today’s economic environment, managing the commercial and consumer loan portfolio is paramount to maintaining a safe and sound financial institution. The regulatory agencies are becoming more demanding in their review of financial institutions due to the trajectory of the pandemic, the uncertainty of its longer-term economic impact, and rising interest rates. In addition, there is ongoing geopolitical uncertainty, which could negatively affect financial institutions’ pro?tability, credit quality, and loan growth going forward, and could adversely impact real estate and other asset values as well as borrowers’ repayment abilities.
In light of these issues, an ongoing secondary review process is critical. This webinar will address the regulatory expectation for establishing and maintaining a consistent, effective loan review process. Simply reviewing loan files has taken a back seat to assessing the overall loan management function, determining the corrective capabilities of an institution’s overall loan monitoring system, and determining the safeguards management has put in place to avoid future problems in the loan portfolio. Join us to learn more about the issues outlined above and potential solutions.
WHO SHOULD ATTEND?
This informative session is designed for directors, audit committee members, CEOs, COOs, chief credit officers, senior loan officers, commercial loan officers, consumer lenders, loan review personnel, and branch managers.
- Sample loan review reports for management review
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Jeffery W. Johnson, MBA, Bankers Insight Group
Jeffery Johnson has been in financial services more than 40 years. He has been VP and senior lender for a large regional bank and SVP and commercial banking division manager for a community financial institution. Most of his career has been spent in credit administration, lending, business development, loan review, management, and training and development. Over the last 17 years, Jeffery has provided training for several banking associations and individual financial institutions nationwide.
Jeffery holds a bachelor’s in accounting from Morehouse College in Atlanta, an MBA in finance from John Carroll University in Cleveland, a Diploma of Graduation from the Prochnow School of Banking at the University of Wisconsin-Madison, and a Graduate Certificate in Bank Management from the First American Management Institute at the University of Pennsylvania’s Wharton School of Business.
Attendance verification for CE credits provided upon request.
Webinar Sponsored by Financial Education & Development
If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.
|Registration Options (Member/Non-Member Pricing)
|Live Webinar ($265/$400) – The live webinar option allows you to have unlimited connections within your institution to virtually attend the Live Webinar. The session includes question and answer sessions, handout and take-away toolkit, and the presenters contact information for follow-up, will all be emailed to you the morning of the live webinar.
On-Demand Webinar + Free Digital Download ($295/$450) – Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the live webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.
Both Live Webinar & On-Demand Webinar + Free Digital Download ($395/$600) – Includes Live Webinar and Recorded Webinar options above.