From policy development to training and consulting.

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.

Due Diligence

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

Credit Analysis

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

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.

    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

Start piecing together a better credit portfolio.


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Stay on top of risk management trends and forecasts.

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