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.
What You'll Learn
Path to Certification
5 courses from beginner to intermediate level.01Optional
15 courses from beginner to intermediate level.02Required
3 courses in advanced and intermediate levels.03Optional
Submit your CBCA™ checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional