Building a Strong Credit Proposal
Bring together the client’s needs, repayment sources and risks in a coherent credit proposal.
Who is it for?
Relationship managers and branch managers who prepare credit proposals.
What will we explore?
The purpose of borrowing, operating and cash cycles, repayment sources, key risks, collateral structure and the fit between these factors and the requested financing.
How will we work?
Participants assess a credit request using a sample company file and summary financial data. They identify missing information and questions for the client, then develop the rationale for the proposal together.
What will you gain?
Explain financing needs clearly, support repayment assumptions with data and prepare an internally consistent proposal that makes risks visible.
Let’s plan it together.
We agree the scope, duration and delivery format together, based on your organisation’s needs.
Let’s discuss this training for your organisation ↗