Aug 20

Call Report Series: Introduction to Call Report Loan Classifications

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

The loan information provided in Call Reports allows examiners to review changes, trends, and concentrations in the bank's loan portfolio during and between examinations. Accurate and consistent loan reporting affects an examiner's perception of a bank's overall credit quality. This webinar will focus on Call Report loan classifications, including accurately coding loan types, identifying real estate loans, and other pertinent categories such as residential real estate loans, construction loans, owner-occupied versus non-owner-occupied loans, and multifamily loans. This session will prepare individuals to report loans on Schedule RC-C Part I and other Call Report schedules.

Attendance certificate provided to self-report CE credits.

Save with this series!


  • Key loan-related definitions used by examiners
  • Understanding the loan classification hierarchy established in the Call Report instructions
  • Identifying whether loans are considered real estate loans for Call Report purposes
  • Distinguish between owner-occupied and non-owner-occupied property
  • How loan coding impacts other aspects of the Call Report, including regulatory capital

    • Employee training log
    • NEW – Interactive quiz


This informative session is designed for Call Report preparers and reviewers, lenders, and loan administration staff responsible for providing information for the Call Report or to bank regulators.


NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


CliftonLarsonAllen LLP
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