Credit Writing Skills

Objectives

Upon completion of the programme, participants will be able to:

Contents

1. Overview on the scope of credit evaluation.

2. Components of credit memo.

  • Introduction
  • Main contents
  • Conclusion/recommendation
  • Executive summary

3. Steps in writing credit memo

  • Interview, list out information and document needed.
  • Documents for customers
  • Homework on work sheet
  • Visit and finalised work sheet
  •  Writing credit memo. 

4. Completing credit analysis (before and after site visit)

  • Facts and results
  • Conclusion (strengths and weaknesses)
  • Recommendation

5. Writing credit memo based on completed Credit Analysis Work Sheet.

  • Standard format/template
  • Free flow format

6. Case Study.

administrative details

Duration: 2 Days

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