Managing Risk.
Improving Portfolios.
Strengthening Banks and Manufacturers for over 30 years.
From policy development to training and consulting.
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 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.
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 would highly recommend his program to both new and experienced bankers looking to enhance their credit skills and knowledge.
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 his style and the results!
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 and reacted to their suggestions for future improvements. You have also been very professional and easy to work with!
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 has been either on the fly or in bits & pieces, usually in web-based format. I left with a much stronger understanding of how to identify and apply the principals of credit to put together and manage a relationship.
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.
Minimize credit losses with effective reviews, reports and recommendations.
Interactive training that engages the staff in practical and relevant credit portfolio decisions.
Setting a plan and maintaining momentum on addressing problem credits.
What a sad state of affairs in the American League Central. The Twins clinched the …
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