Writing Effective Credit Memos & Loan Narratives
June 22, 2026
Live Webinar
DateJun 22, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Transform complex financial details into clear, credible credit memos and loan narratives that drive confident lending decisions.
Join compliance expert Molly Stull to learn how to
structure concise, insightful presentations that capture borrower performance,
document key developments, and support safe, sound credit decisioning. The
program will emphasize essential elements underwriters and lenders rely on to
assess credit risk, maintain compliance, and strengthen portfolio management. Come
away with proven strategies for creating documentation that aligns decisions
with institutional goals and stands up to future review.
KEY WEBINAR TAKEAWAYS
- A credit memo is both the foundation document for the current request and a critical reference for future decisions
- Composing a clear, concise, and compelling credit memo that supports decision making
- The significance of identifying and documenting loan policy exceptions
- Anticipating and avoiding common examiner criticisms in credit presentations and memos
BONUS MATERIALS
- Sample credit memo formats
- List of online resources for industry analysis
WEBINAR DETAILS
The Credit Analysis Memorandum (CAM) and loan
narrative serve as the foundation of sound credit decisioning. These essential
documents establish a durable framework for future modifications and renewal
evaluations. They support ongoing portfolio management by documenting key
developments, tracking changes in credit quality, and capturing the evolving
nature of the borrower relationship over time. In just a few pages, years of
critical information are distilled into a concise, actionable format.
For underwriters, the CAM delivers the clarity
needed to confidently evaluate risk and make decisions that align with
institutional objectives, and it is vital to ensuring safety and soundness,
maintaining compliance, and supporting a well-documented credit decision. This
session will provide a practical, step-by-step approach to developing
meaningful loan presentations that clearly communicate the full credit story.
WHO SHOULD ATTEND?
- Credit analysts
- Loan review
- Commercial lenders
- Credit administration
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Presented By
Brode Consulting Services, Inc.
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