HOW WE HELP OUR CLIENTS MANAGE RISK
From policy development to training and consulting.
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
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
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
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
RISK MANAGEMENT SERVICES
Credit Policy Development
Set the credit philosophy and culture of your organization with strong front-end guidance.
Build upon controls in place or assist in the implementation of new loan procedures.
Bridge gaps in staffing, handle new loan volume, launch credit initiatives and more.
Analysis for institutions contemplating portfolio purchases, bank acquisitions and mergers.
Commercial Portfolio Reviews
Minimize credit losses with effective reviews, reports and recommendations.
Workshops for your front line sales as well as credit associates.
Interactive training that engages the staff in practical and relevant credit portfolio decisions.
Setting a plan and maintaining momentum on addressing problem credits.