Overview

Credit Administration and Documentation Overview

Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk.   This course will explain the main components of credit administration and documentation. We will go through examples of credit documents to understand the basic format and layout. We will also explore the considerations that should be considered when assessing risk ratings.  
   

Who should take this course?

This Credit Administration and Documentation course is perfect for any aspiring credit analysts working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.  

Credit Administration and Documentation Learning Objectives

  • Explain the importance of credit administration
  • Describe credit risk considerations and recognize warning signs
  • Identify the steps taken when monitoring credit accounts
  • Recognize the different types of documentation used to support the administrative process
  • List the key steps in the annual review process

Prerequisite Skills

Recommended skills to have before taking this course.

  • Critical thinking
  • Basic Math
Credit Administration and Documentation
4.9

Level 3

32min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 1

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

What Our Members Say

Highly recommend.
Highly recommend.

Francine Fabiola PETATO TEWO

Credit Administration and Documentation
Excellent Content and Excellent Delivery

venugopal rajamanuri

Credit Administration and documentation
A am very equiped in well manner

Kena Deressa

ONLINE STUDYING
All thanks goes to the invention of Technology gadgets that most of the people have access to their dream necessities. I mean Online Education. Who on Earth ever thought of learning from just where you are? And at your own schedule? Well, not in the world of us "Old Tradition People". That was who were but not anymore. Thank you CFI for the Opportunity given to me and to the world as a whole. I will forever be grateful. I'm personally responsible for creating awareness to the rest of the people in my circle, society, and my country at large because no one should miss the this opportunity.

NABIRYO SALIMA

Frequently Asked Questions

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