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Analyzing Personal Financial Statements And Tax Returns
- Gathering the information
- Cooperative vs uncooperative provider
- Giving assets on the personal financial statement the “second degree" and sometimes the “third degree"
Overview of the webinar
This webinar will provide participants a process to effectively analyze borrower’s personal financial statements.
Who should attend?
Anyone who has to prepare credit write-up for support or to get their loan approved.
- Credit analysts
- loan Review analysts
- All levels of lending
Why should you attend?
Whether you are involved in the credit analysis or loan review process or any level of lending you will often need to determine the strength of an individual’s financial capacity as the borrower or guarantor.
This webinar will help you learn -
- To make you a better banker.
- To understand the financial capacity of the individual.
- Gathering information from different types of individuals.
- To increase emphasis on planning and organizing
Faculty - Mr.David Sawyer
David Sawyer's experience in banking began in 1981 in the area of credit administration with Central Bank of the South. Since that time he has served in the capacity of senior lender, senior credit officer and president and CEO of a community bank and two regional bank affiliates. His banking experience includes corporate, middle market and small businesses with emphasis on Commercial lending as well as SBA and lending to municipalities.
David has a B.S degree with a major in banking and finance and is a graduate of LSU School of Banking. He recently received Credit Risk Certification from Robert Morris and Associates (RMA). David has enjoyed teaching and training other bankers throughout his career and has held numerous teaching certifications in the banking area.
David lends extensive knowledge and experience in lending, credit analysis and problem loan identification/workout in addition to experience with banking regulators in the present environment.