Commercial Portfolio Manager Certificate

Become a confident and skilled commercial loan portfolio manager with this comprehensive certificate program.

This certificate equips you with the knowledge and tools needed to effectively manage a portfolio of commercial loans. Through a series of engaging courses, you’ll gain a strong foundation in financial analysis, credit risk assessment, commercial lending practices, and regulatory compliance. Just starting in this role? Check out the Commercial Loan Assistant Certificate and the Commercial Loan Assistant Diploma for other great foundational support in this career. 

Courses:

• Accounting: Master the fundamentals of accounting principles and how they apply to commercial loan analysis.
• Analyzing Business Financial Statements and Tax Returns: Learn to interpret and analyze financial statements and tax returns to assess the financial health of a business borrower.
• Analyzing Personal Financial Statements and Tax Returns: Gain the skills to evaluate the personal finances of guarantors on commercial loans.
• Commercial Lending: Explore the entire commercial lending process, from loan origination to servicing and collections.
• Commercial Risk Areas: Identify and understand the various risks associated with commercial lending, and develop strategies for mitigating those risks.
• Law for Small Businesses: Gain a practical understanding of legal issues relevant to small businesses, including contracts, secured transactions, and bankruptcy.
• Listening with Intent: Develop effective listening skills to gather critical information from borrowers and build strong relationships.
• Money and Banking: Explore economics as connected to commercial lending.
• Principles of Banking: Gain a comprehensive understanding of interconnected banking operations and regulations.
• Safeguarding Customer Information and Nonpublic Areas: Learn about the importance of data security and customer privacy in the financial services industry.
• Managing Time at Work: Develop strategies for effective time management to meet the demands of a fast-paced loan portfolio management role.
• Understanding Business Borrowers: Gain insights into the motivations, challenges, and needs of business borrowers.

Benefits of Earning Your Certificate:

• Enhance your knowledge and skills in commercial loan portfolio management.
• Increase your earning potential and marketability in the financial services industry.
• Gain a competitive edge in the job market.
• Demonstrate your commitment to professional development.

This program is ideal for:

• Loan officers seeking to transition to portfolio management.
• Credit analysts who want to expand their skillset.
• Banking professionals interested in advancing their careers.

Take your career in commercial banking to the next level. Enroll in a course today to start on your certificate!

Select from the following formats (click blue checkmarks) to gain course information and pricing.  Courses may be taught in-house or live based on requests to the CFTEA office.

2024.07

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