Field Exam Level 1
If you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry, you want:
- To know how to transition to an ABL lending environment or transition within the various ABL disciplines
- To understand the collateral pledged to your loan
- To evaluate the pitfalls of lending on various types of AR and Inventory across various industries
- To interpret and assess what is on the field exam report
- To develop your field exam knowledge Field Exam Level One is where you will gain the knowledge you need to excel.
- Financial statements / records / electronic data
- Purpose of exams and role of the Examiner
- Accounts Receivable systems, methodologies and ineligibles
- Cash cycles, types of account and testing
- Inventory cycles, valuation and ineligibles
- Valuing, appraising and securing fixed assets
- Liabilities and exposure on accounts payable
- Fraud and how to detect and respond
- Examination efficiencies
- Report writing
This is a foundational program recommended for field examiners, relationship managers, underwriters, lenders and new business personnel.
See below for more information and contact firstname.lastname@example.org with any questions.
2021 Winter Field Exam Level One
February 16 - 18, 2021OnlineIf you are an underwriter, account executive, portfolio manager, analyst or are just starting in the working capital commercial lending industry...
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2020 Summer Operations Level Two
August 11-13, 2020
2:00-3:30 p.m. ET each day