CLDP - Credit Memorandum Preparation/Presentations


Beth Parker
(801) 364-4303
Good loan underwriting starts with effective loan write-ups. It is important that the loan officer uses a type and style of write-up to communicate a focused direction for
the credit. During this session, students will learn how to write a clear and concise message that also thoroughly covers the company’s strategic plan including marketing,
financing and management. Students will also learn how to communicate their position on the credit to the loan committee using a motivational approach, as well as effective negotiation skills, and personal marketing to better communicate with loan committee members.