Building Your Credit Box – Recording

Description

Duration: 60 minutes

The most important part of a successful business lending program is creating your “credit box”– the framework that defines your acceptable loan risk parameters. The credit box defines who your credit union is in the business lending space, what loans you can make, and what loans you want to make. Having a well-defined credit box is a must for credit union lenders, analysts, loan committee members, and senior management.

Join CUBG in this webinar from February 26, 2026 as we guide you through developing a credit box aligned with your credit union’s business lending goals.

In this webinar, we:

– Analyze what matters most to your credit union and why
– Determine what loans you will and won’t make
– Define key loan eligibility criteria
– Construct key financial criteria and metrics
– Form the financial analysis techniques and methodology you’ll come to rely on
– Identify acceptable collateral types and assessment tools
– Create risk rating matrices that make sense for your credit union
– Align your lenders, analysts, and management in order to make more high-quality loans

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.