Creating Credit Presentation Perfection – Recording

Description

Duration: 60 minutes

The credit presentation (also called a credit memo) contains the information your approval committee needs to make an informed lending decision. Writing a clear, concise, and compliant credit presentation is key to properly underwriting a commercial loan. This webinar from August 28, 2025 will help you gain the tools you need to create better credit presentations or improve your current credit write-ups.

We’ll review the key features of a credit presentation, including regulatory requirements and best practices gleaned from CUBG’s work with hundreds of credit unions. Learn what MUST be in the credit presentation versus what should be in it, and explore examples of different types of credit presentations and how to fine-tune for the loan types you’ll most commonly encounter.

Purchase Terms & Conditions

After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.