Writing the Credit Analysis

Writing the Credit Analysis focuses on skills needed to write a clear, concise, and well-organized credit memorandum that effectively describes, interprets, and demonstrates mitigation of credit risks. Learners will work on acquiring and practicing specific writing skills to develop effective write-ups that are logical, objective, and intellectually honest.

Please note that for the purpose of this course, the term credit memo or the write-up is used. This has many names in the banking industry. For example, banks might refer to this document as the credit summary, credit approval sheet, credit underwriting document, credit review, etc.

Duration: 7.5 Hours
Level: Foundational
Delivery: Instructor-led
Topic: Soft Skills

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ABOUT THE INSTRUCTOR
Betsy Lawless has over 25 years working in the financial and securities fields. She has a wide array of experience from operations to training and branch management. Lawless began with Prudential Securities where she secured her Series 7, 8, and 63 licensure. Moving from brokerage to management, she trained the Northeast Region of over 300 people in the use of automated sales tools and other productivity enablers. During her tenure as assistant vice president, Lawless combined her passion for training with customer seminars and prospect development. After 15 years she moved to Citibank and continued her customer focus as an investment consultant and personal banker. Again, she co-mingled sales automation with customer care as the branch trainer in addition to her customer role. She was equally comfortable in sales as she was with training colleagues to better reach sales goals for themselves and investment goals for clients.

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