CFA Spring Operations Bootcamp

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May 15, 2018-May 17, 2018
All Day

Goldberg Kohn


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Operations Bootcamp is a three-day, beginner to intermediate level program covering every aspect of collateral monitoring, operations management and loan administration. Participants discuss a variety of topics including trend analysis, cash analysis, debtor concentrations, risk analysis, documentation, fraud detection and more. Attending this workshop can transform the role of operations from routine processing to excellence in risk management.

Curriculum includes:

  • Key terminology
  • Calculating ineligibles
  • Dilution and advance rates
  • Red flags and problem loans
  • Loan documentation
  • Financial spreadsheet analysis techniques
  • Risk factors in various types of collateral
  • Cash analysis and accounts
  • Debtor concentrations and verification
  • Documentation, UCC and insurance
  • Fraud prevention and detection
  • Role of loan administrator in supporting field examinations
  • Communication skills

Who should attend:

  • Operations professionals
  • Collateral analysts and management
  • Loan administration personnel
  • Underwriters and relationship managers who want to learn how operations departments function

19 CPE credits will be available to attendees.

For more information, including how to register, visit the CFA event page.