Corporate Credit Approval Process
In this video, Iain explains the structure and key content of a credit proposal, and how corporate credit information should be presented in an approval process.
Overview
Information is not being presented in a way that best represents the credit itself, and thus, to tackle this: bankers should engage with credit teams and customers effectively to present their credit proposal in a structured way which is tailored towards a justification for the bank to take a risk.
Key learning objectives:
Identify the initial problems of credit proposals and the solution
Describe the structural process and identify the key information required at each step
Summary
Expert
Iain Hoggarth
Iain has been in the banking industry for about two decades. He has spent a large part of his career in commercial and corporate finance in both the frontline and risk functions. Iain has worked for large banks, small funds and has spent time in consultancy.
