Overview

Credit Administration and Documentation Overview

Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk.



This course will explain the main components of credit administration and documentation. We will go through examples of credit documents to understand the basic format and layout. We will also explore the considerations that should be taken into account when assessing risk ratings.



Credit Administration and Documentation Learning Objectives

Upon completing this course, you will be able to:

  • Explain the importance of credit administration
  • Describe credit risk considerations and recognize warning signs
  • Identify the steps taken when monitoring credit accounts
  • Recognize the different types of documentation used to support the administrative process
  • List the key steps in annual review process



Credit Administration and Documentation is a Required Course of CFI's CBCA™ Program

CFI's Certified Banking & Credit Analyst (CBCA)™ Program offers skills include credit evaluation, documentation, and review procedures. For beginners to advanced users, the CBCA™ program is designed to help you become a world-class credit analyst.


Who Should Take This CBCA™ Course?

This Credit Administration and Documentation course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.


Credit Administration and Documentation

$97.00 Enroll Now

Approx 1.5 hrs to complete

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Full Immersion Certified Banking & Credit Analyst (CBCA)™
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Self-Study Certified Banking & Credit Analyst (CBCA)™
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Path to Certification

Prerequisite Courses

4 courses from beginner to intermediate level.

01Optional

Core Courses

14 courses from beginner to intermediate level.

02Required

Elective Courses

1 course in advanced level.

03Optional

Get Certified

Submit your CBCA™ checklist and order your certificate.

CBCA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

Certified Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Certified Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (17 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CBCA)™ Certification will be emailed to you.

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Upgrade

From $847.00
Full Immersion Certified Banking & Credit Analyst (CBCA)™
Buy Now
From $497.00
Self-Study Certified Banking & Credit Analyst (CBCA)™
Buy Now