From policy development to training and consulting.

Credit Policy Development

Based on your corporate credit priorities, we will help establish the credit philosophy and culture of your organization, buoyed by strong front-end guidance.

Due Diligence

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

Outsourced Credit Analysis

Catching the early warning signs of a deteriorating credit is critical. Once identified, setting a plan and maintaining momentum on addressing problem credits is crucial to minimizing losses.

Commercial Loan Portfolio Reviews

Minimize credit losses with effective reviews, reports and recommendations.

Credit Training

Workshops for your front line sales and 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.

  • 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

    Keith Knudsen Avatar Keith Knudsen

    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

    David Brager Avatar David Brager
  • 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

    Kimberley Mendelsohn Avatar Kimberley Mendelsohn

    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

    Matt Flynn Avatar Matt Flynn

Start piecing together a better credit portfolio.


Weekly insights that impact risk.

Stay on top of risk management trends and forecasts.

We keep your data private and do not share your data with third parties. Privacy Policy