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Sep 16, 2021

Lending and Credit have a different outlook on risk. Sometimes it seems like a battle. And yet, both groups need a volume of performing loans to carry the day.

Today we'll look at how risk appetite, usually a purview of the Board of Directors and Management, impacts the loan originators as well. And how they can work...

Aug 26, 2021

Loan review is always an important risk management function. Some would say it becomes more important in turbulent times. I would say that good loan review practices even when we are on easy street, set the stage for successfully weathering the turbulence. Today we will focus on the loan review function, and how the...

Aug 12, 2021

How are the regulators approaching examinations with 2020 in the rear-view mirror? Is it the same or different than past examinations? And how will it change as we start into a recovery? We cover why you need to:

  • Create criteria for pandemic-related modifications and show they are followed

  • Document current...

Jul 29, 2021

You need to:

  • reach out to your borrowers, in tough times and in triumph.

  • present your ideas to your mentor lender, or the loan committee, in a way that accomplishes your goals and advances your career.

  • connect with a prospective borrower and pull them in to your client base.


Many people find those situations...

Jul 15, 2021

Success in business is dependent on success in sales and marketing. In this episode we will tackle three key strategies successful businesses employ.


If you lend to businesses or business owners, understanding these keys to success will lead to more helpful relationship-building conversations and an improved ability...