Services
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.
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 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 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