Commercial Credit Analyst Series

Turn raw numbers into actionable insights. In this session, participants will learn how to analyze financial statements with greater confidence and better judgment. We will focus on identifying trends, weaknesses, and red flags before they become larger credit issues, while sharpening cash-flow analysis and strengthening credit write-ups. Built for commercial lending professionals working with CRE, C&I, and agricultural borrowers, this webinar will help analysts produce more insightful analysis, make better recommendations, and support smarter credit decisions.

Build stronger loans from the start! This foundational webinar will prepare analysts to master the five Cs of credit, create defendable loan structures, and develop covenants that hold up under scrutiny. The program will focus on practical underwriting for CRE, C&I, and agricultural borrowers. Participants will learn how to evaluate borrower business plans, industry conditions, repayment sources, collateral support, and key risk factors. The session will also emphasize how to translate underwriting analysis into clearer credit memos, stronger recommendations, and more consistent communication with lenders, senior lenders, and credit administration.

Turn analysts into proactive risk managers, not just processors! Learn to spot early signs of credit deterioration, assess DSCRs and collateral vulnerabilities, and perform stress testing and scenario analysis. Gain the tools for earlier risk detection, stronger portfolio monitoring, and confident recommendations to loan committees.

Go beyond the numbers — understand the borrower’s business inside and out. Analysts will uncover key success factors, spot industry-specific risks, and identify red flags across multiple sectors, including construction, hospitality, nonprofit, and professional services. Walk away with sharper industry insights, more relevant credit discussions, and higher-quality risk ratings.