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.
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.
Workshops for your front line sales and 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.
- Keith Knudsen
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
- Kimberley Mendelsohn
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