Analyzing Personal Financial Statements – Recording


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Duration: 63 minutes

Having a full understanding of the financial position of the borrower and guarantors is imperative in underwriting.

In this webinar from August 17, 2023 CUBG’s Mike Smith shows how to use the personal financial statement to better analyze business and property owners as a potential source of repayment. We review important financial ratios you can use in loan underwriting and discuss how to assess other fundamental factors such as liquidity, contingent liabilities, net worth, and more.


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.

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