Technical Tip: Planning a Commercial Loan Portfolio Review

Technical Tip: Planning a Commercial Loan Portfolio Review

Regular reviews of your commercial loan portfolio are key for prudent risk management, and can help to reveal weaknesses in commercial lending operations. So what should you look for when planning a portfolio review? CUBG’s experts provide these tips on what you need to meet credit risk management guidelines. Use a third-party reviewer Examiners are…

Current Trends in Loan Sourcing and Participations

Current Trends in Loan Sourcing and Participations

It’s not news that across the industry, credit unions are flush with deposits and are experiencing widespread challenges in deploying excess liquidity.  As a result, new trends have emerged in both commercial loan sourcing and participations. The trends and information shared below are derived directly from experience with CUBG’s network of nearly 400 brokers and…