Managing Risk.
Improving Portfolios.

Strengthening Banks and Manufacturers for over 30 years.

HOW WE HELP banks MANAGE RISK

From policy development to training and consulting.

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Financial Institutions
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Manufacturers
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Core Cash Drivers
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SRM Managed Portfolios

EVERY DECISION IS A PORTFOLIO DECISION​

At SRM, our approach is to establish a policy and training model based on 7 core cash drivers. These core drivers represent the elements of your business that are most impactful to your portfolio and present the greatest risk of deterioration or default.

OUR RISK MANAGEMENT MODEL​

Our risk management model has been employed by banks and manufacturers throughout North America, largely contributing to the success rate of banks in 2018. Our goal for every client, regardless of industry, is to bring sound credit analysis that leads to a stronger foundation in your credit portfolio while adding value to your client relationships.

    5 star review  I recently completed the SRM Credit Training Program at Citizens Business Bank presented by Brad. I was very impressed with his banking experience, understanding of credit and communication skills. I... read more

    thumb Keith Knudsen

    5 star review  I highly recommend Brad and SRM! Brad has provided training for Citizens Business Bank in our Credit College over the past year, and I am very impressed with the... read more

    thumb David Brager

    5 star review  Thank you Brad for facilitating credit training for our bank members. Besides receiving high ratings, you really took the time to get to know the needs of the class participants,... read more

    thumb Kimberley Mendelsohn

    5 star review  Brad did an amazing job presenting the materials and keeping them relevant and engaging. I came in with probably less than average understanding of commercial credit because my prior training... read more

    thumb Matt Flynn

RISK MANAGEMENT SERVICES

Credit Policy Development

Set the credit philosophy and culture of your organization with strong front-end guidance.

Loan Reviews

Build upon controls in place or assist in the implementation of new loan procedures.

Credit Analysis

Bridge gaps in staffing, handle new loan volume, launch credit initiatives and more.

Due Diligence

Analysis for institutions contemplating portfolio purchases, bank acquisitions and mergers.

Commercial Portfolio Reviews

Minimize credit losses with effective reviews, reports and recommendations.

Credit Training

Workshops for your front line sales as well as credit associates.

 

Staff Training

Interactive training that engages the staff in practical and relevant credit portfolio decisions.

Workout Specialties

Setting a plan and maintaining momentum on addressing problem credits.

INSIGHTS

Weekly insights that impact risk.

Stay on top of risk management trends and forecasts.

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