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Course Description

Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans. Explore loan origination, including the loan proposal, credit analysis, and agreement. Discuss the control of risk in a portfolio, including credit policy, risk rating, reserves, loan review, internal audit, and workout. Examine compliance with regulatory standards governing safety and soundness (Basel II/III and FDICA), community reinvestment (CRA), and money laundering (Patriot Act). As part of the course, you receive credit analysis formats, loan agreement forms, and bank examination manuals.

Course Outline

Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans.

Notes

Contact:
Philip Williams
(310) 206-1689
pwilliam@unex.ucla.edu
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Review Sections
Section Title
Managing a Loan Portfolio
Type
Online
Dates
Sep 23, 2024 to Dec 08, 2024
Contact Hours
33.0
Delivery Options
Online  
Course Fee(s)
Standard credit (4 units) $855.00
Available for Credit
4 units
Refund Request Deadline
Sep 27, 2024
Transfer Request Deadline
Sep 27, 2024
Withdrawal Request Deadline
Sep 30, 2023 to Dec 01, 2024
Instructors
Section Materials
  • (Mandatory) Course syllabus not yet available.
  • Book (Mandatory) The Handbook of Credit Risk Management by Sylvain Bouteille and Diane Coogan ISBN 9781118300206
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