Improve your experience. We are very sorry but this website does not support Internet Explorer. We recommend using a different browser that is supported such as Google Chrome or Mozilla Firefox.

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

Similar courses

Introduction to Consumer Credit

Develop the tools necessary to effectively acquire and manage risk across a range of products and services within consumer banking.

More Information
Problem Business Loans

Develop skills in establishing effective loan monitoring, identifying early warning signs, and working through problem recognition and recovery.

More Information
Commercial Intermediate Risk

You will be provided with the tools to acquire and manage credit risk in your target market The tools are designed to challenge and expand credit risk management knowledge, analytical skills and judgment.

More Information
Bank-Wide Risk Management

View your institution through the eyes of a board member in a comprehensive overview of the opportunities and risks facing financial institutions.

More Information
Collateral & Guarantees: Evaluation & Management

You will be presented with a practical framework for the valuation, perfection, control and execution of collateral and guarantees.

More Information
Credit & Financial Analysis

You will focus on applying the techniques of financial analysis which are most effective for evaluating a client’s financial condition, credit risk, and repayment capacity.

More Information
Credit Risk for Non-Lending Officers

If you work in a non-lending area , this program will equip you with the fundamentals of credit risk management, a complete understanding if the credit process, and your role in relation to it.

More Information
Private Banking Credit

Learn to address critical private banking risk challenges including risk appetite, investment management processes, and debt repayment capacities, among others.

More Information
Risk Awareness for Bank Transactors

Learn how to perform your role as a vital first line of defense by developing essential risk management skills.

More Information
Análisis de Riesgos de Crédito

Identifica los elementos esenciales del análisis de riesgos de crédito analizando el entorno, la industria, la posición competitiva , la calidad moral de los accionistas y administración, la fortaleza financiera y las garantías.

More Information
Seguimiento de Clientes y Detección Temprana

Identifica los los elementos esenciales del seguimiento y monitoreo del acreditado analizando el entorno de la empresa, la posición competitiva, su viabilidad de mediano y largo plazo y su capacidad de pago.

More Information

Press enter to see more results