Loan Officer Financial Management


Relationship Banking requires more than providing the lowest rate or the best terms.  Today's banker must have both the financial acumen and business acumen to truly understand the business owner's situation in order to make the proper assessment and recommendations.

LOAN OFFICER FINANCIAL MANAGEMENT is the foundational course that has been taught to thousands of bankers all across the country.  This course provides your bankers with a greater understand of C&I Lending so they can add value in their conversations with both prospects and customers.  These conversations quickly establish the credibility and expertise of your banker, allowing them to escape the commoditization and pricing traps.  Topics include:

  • Understanding Your Value Proposition
  • Understanding Financial Statements
  • Ratio Analysis
  • Working Capital Cycle
  • Valuation
  • Cash Flow
  • Structuring Debt
  • Business Development Techniques
  • Maximizing The First Appointment With The Prospect


Contact Chris Carlson at [email protected] for a comprehensive look into LOAN OFFICER FINANCIAL MANAGEMENT.


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