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Albuquerque Chapter of Credit Unions

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Strengthening Your Credit Union's Loan Review Program Webinar

May 12, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

Examiners are spending a considerable amount of time determining whether a credit union has a strong, dynamic Loan Review Program.  It’s their hot button!  Specifically, examiners are looking at the analysis process; the appropriateness of assigned-risk grades; confirming consistent application of the grading methodology across the credit union’s portfolios; and the reporting process to the Board.

This session will cover issues related to documentation, safety and soundness, fair lending, and compliance, because loan review must cover it all!  Credit unions have been criticized when their loan review programs focus too heavily on documentation issues alone, or when the chosen loan review sample is not a clear representation of the credit union’s portfolio. 

Learn ways to strengthen your credit union’s loan review program.  The handout will be provided in a “sample language” format.  It will be provided in MS Word so it can be used as a rough draft of a loan review policy or it can be used to evaluate/update your current policy.

HIGHLIGHTS

• The objectives of a loan review system
• Tried and tested loan grading systems
• Methods of structuring and managing a loan review program
  • Appropriate samples to pull
  • Conducting the loan review for all major areas:  safety and soundness, fair lending, compliance, and documentation issues
  • Structure of the loan review report; a plan will be provided
  • Exception reporting

Presenter:  Ann Brode, Brode Consulting Services, Inc.
Ann Brode began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management.  Ann is a well-respected presenter and has spoken to audiences across the country for over 20 years.  She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools.  Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel, published by Bankers Publishing Company, and is well represented in numerous industry publications.

Get Connected: It’s as easy as 1 - 2 - 3

1. Fill out the information below and submit registration.

2. Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.

3. On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.