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RETAIL BANKING LOAN PORTFOLIO MANAGEMENT
 
     
  Summary Description  
  The workshop focuses on detailed and thoughtful risk reporting and active portfolio management as cornerstones of successful banking in the consumer banking segment. Upon its completion, participants will be cognizant of the need for accurate, timely and effective risk reporting. They will be equipped with basic tools and techniques to assist in the active portfolio analysis and management processes.  
     
  Methodology  
  Presentations, case studies, group work and classroom discussion  
     
  Target Audience  
  Portfolio managers and analysts  
     
  Main Topics  
 
Overview of portfolio management
Principles and practices of risk management, analysis, testing and evaluation
Similarities and differences in consumer and small business segments
Data collection and the importance of data quality and granularity
Scope of risk analytics and its dependencies on other risk,
  accounting/controlling, collections, operations and business linked
  processes and practice
  Tools and techniques used in portfolio management—leading, coincident,
  and lagging, statistical and non-statistical, application and behavioral scoring
Implementing portfolio performance metrics based on budget indicators and
  portfolio triggers
Implementing a corrective action(s) matrix
 
       
 
  Duration  
  3 days  
     
   
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