Writing an Effective Credit Memo: Not Just What You Say, But How You Say it.

General information

Credit memoranda are a primary means of communications within the banking industry. The purpose of this course is to teach skills required to write an effective credit memorandum, which places emphasis on factors or trends that are important without the need to state the obvious.

Commercial loan officers, relationship managers, business bankers, credit analysts, loan underwriters, loan support officers, loan review analysts, credit support officers, credit administration, portfolio managers, business development officers and personal bankers will all benefit from this program.

Jeffery Johnson, principal of Bankers Insight Group will deliver the workshop. Johnson was previously senior lender for SouthTrust Bank and senior vice president and commercial banking division manager for Citizens Trust Bank of Atlanta, and spent most of his career in credit administration, lending (commercial, consumer and real estate), business development, loan review and management. He is now a training professional in the banking industry, working with more than 15 state banking associations, RMA and individual banks nationwide.

We will offer this course Friday, March 1, 2013, at the Hyatt Regency in Newport Beach.

You have just two weeks left to save $100, and limited seats are available. Click here for more information or to register for this program.

For questions on this or any other CBA program, please contact John Lingvall at (916) 438-4428 or jlingvall@calbankers.com.