15 years: Risk & compliance
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.
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.
11 mins 29 secs
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