Credit Administration and Documentation

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Level 5

Approx 2h to complete

100% online and self-paced

Subscribe to get access to CBCA™ and other programs

From $497/year

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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.


Become a certified Commercial Banking & Credit Analyst (CBCA)™

Credit Administration and Documentation is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 36 courses.

Commercial Banking & Credit Analyst (CBCA)™ Certification
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

Path To Certification

Prep Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

16 courses from beginner to intermediate level.

02Required

Elective Courses

11 courses in advanced and intermediate levels.

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

Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (18 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.

What Our Students Say

Highly recommend.
Highly recommend.

Francine Fabiola PETATO TEWO

Credit Administration and Documentation
Excellent Content and Excellent Delivery

VENUGOPAL RAJAMANURI

ONLINE STUDYING
All thanks goes to the invention of Technology gadgets that most of the people have access to their dream necessities. I mean Online Education. Who on Earth ever thought of learning from just where you are? And at your own schedule? Well, not in the world of us "Old Tradition People". That was who were but not anymore. Thank you CFI for the Opportunity given to me and to the world as a whole. I will forever be grateful. I'm personally responsible for creating awareness to the rest of the people in my circle, society, and my country at large because no one should miss the this opportunity.

NABIRYO SALIMA

Credit Administration and documentation
A am very equiped in well manner

Kena Deressa

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