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Expertise
MenuCommercial Loan Application/Request
Created 6 years ago in Funding / Finance
Prepare Credit Risk Summary (CRS) for Working Capital, Fixed Asset acquisition, Asset Based Loans, Owner Occupied Commercial Real Estate. Detailed analysis of borrower, transaction description, financial analysis using UCA (bank analysis), collateral analysis, industry analysis, market analysis, and personal guarantor analysis. Everything a lender will need in order to make a credit decision
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Jeffrey Carpp
Washington, MO
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Comprehensive consulting services for Financial Forecasting Model’s, Commercial Loan underwriting and advice, Credit Applications, Credit Policy, and Financial Statement Analysis (using UCA method). Also services for Corporate Accounts Receivable Departments, A/R Policy & Procedures, functionality, best practices, client credit approval & limits, understanding the credit risk within the portfolio, reviewing clients with high concentrations of A/R, monthly reporting, bad debt reserve analysis, and the caliber of talent within the department.
Reviews (2)
Extremely helpful, knowledgeable and plain nice.
Source: Clarity Elias Neuman Apr 3, 2024The call delivered on what I expected, Jeffrey listened to my request and provided me with immediate next action steps.
Source: Clarity Andrei Borodin Dec 2, 2022the startups.com platform
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