General information

Writing an Effective Credit Memo Seminar

The purpose of this course is to teach the skills required to write an effective credit memorandum, which places emphasis upon factors or trends that are important without the need to state the obvious. We’ve added a second day to give you more time to practice constructing credit memos.

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 working with more than 15 state banking associations, RMA and individual banks nationwide.

We will offer this course August 6 and 7 at the Hyatt Regency in Sacramento, where we’ve arranged for rates of just $149 a night.

Register by July 9 and save $200. 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.

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