Many loan officers, even good ones, relax after disbursing a loan and forget that monitoring after disbursement is an important tool to manage and understand risk. Additionally, appropriate monitoring of both performing and problem loans is a skill that is learned. This webinar provides tools and techniques that can be shared with loan officers about monitoring, including not only good approaches/techniques but lessons learned. Additionally, the session will discuss ‘red flags’ that a loan officer should note that can indicate that a performing loan may be turning into a problem loan. This webinar covers:

• Probing questions to ask a client to understand how their business is performing.
• What should be monitoring during a site visit?
• What can financials statement tell us?
• What are the differences between monitoring a performing versus problem loan?
• Classifying a loan to understand what steps to take with a client.