This one day program is designed for anyone with management responsibilities of a part or the entire bank’s Loan Portfolio. The program begins with a discussion of credit policy formation which is the foundation of any loan portfolio followed by reviewing the credit approval process. We will explore risk rating the bank’s portfolio and the impact this and other factors will have on the Allowance for Loans and Lease Losses. The course will also review various management reports that are required to maintain a quality loan portfolio. Discussions on managing lenders and regulatory reviews will be included as well.


"Jeffery did a fantastic job all week keeping us engaged in the material and involved. He was a fantastic coordinator & lead professor"

Cliff Knowlton, Prime South

"WONDERFUL!! Great Instructor, great information. Will definitely attend more of Jeffery's classes".

Ansley Oliver, Georgia Commerce Bank

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