Retail Banking Loan Portfolio Management
Develop detailed and thoughtful risk reporting and active portfolio management as cornerstones of successful consumer banking.
Description
You will learn to be cognizant of the need for accurate, timely and effective risk reporting. You will be equipped with tools and techniques to assist in the active portfolio analysis and management processes.
Topics covered include:
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
Methodology
Presentations, case studies, group work and classroom discussion
Target Audience
Portfolio managers and analysts
Available Languages
English, Portuguese, Spanish