MGMT X 430.616 - Managing a Loan Portfolio

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

Accrediting Associations

Continuing Professional Education (CPE) Credit for Certified Public Accountants (CPAs) 36.0 Hours

Applies Towards the Following Certificates

Credit Analysis and Management : Electives
General Business Studies : Electives - Business Management
General Business Studies with Concentration in Accounting : Electives - Business Management
General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
General Business Studies with Concentration in Finance : Electives - Business Management
General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
General Business Studies with Concentration in Leadership : Electives - Business Management
General Business Studies with Concentration in Marketing : Electives - Business Management
General Business Studies with Concentration in Real Estate : Electives - Business Management
Study Abroad at UCLA Program : Required