Portfolio Reporting Trends for Commercial Loans – Recording

Description

Duration: 56 minutes

Do you know how your credit union’s portfolio is currently performing? The ability to extract high-quality, meaningful data from your commercial loan portfolio is a must in today’s lending environment.

Your credit union’s portfolio is more than just the types of loans you are making… it’s about identifying overall risk and issues, and improving portfolio performance. In this webinar from May 7, 2026 we discuss examiner expectations and best practices for reporting and trend analysis.

Learn about:
– The loan report types your board and management need to be reviewing regularly
– Trend analysis report examples
– Sample standard board and loan committee reports
– How to use your LOS and core system to improve reporting
– Creating a loan portfolio scorecard to benchmark your CU against financial industry peers

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.