Operations Level 1

Operations Level One focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower. The extrapolation and analysis of key indices will be taught to the analysts so that emerging situations can be effectively analyzed and risks properly managed.

Topics covered include:

  • A systematic overview of the key aspects of ABL operations, such as borrowing base calculation, verifications, and cash management
  • How to develop deeper questioning skills to identify inconsistencies and potential fraud
  • How to increase awareness of red flags that should be investigated further

Participants should have 6 months to two years of experience. See below for more information and contact nwalls@sfnet.com with any questions.

  • sfnet-educationicon (1) 2020 Fall Operations Level One
    October 27 - 29, 2020
    The Operations Level One Workshop focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower. The extrapolation and analysis of key indices will be taught to the analysts so that emerging situations can be effectively analyzed and risks properly managed.
  • 2021 Summer Level One Operations
    June 22 - 24, 2021
    The Operations Intermediate Workshop focuses on the daily duties of the Operations Specialist and how to glean important data from information submitted by the borrower. The extrapolation and analysis of key indices will be taught to the analysts so that emerging situations can be effectively analyzed and risks properly managed.

 

 

Impactful Leadership for Secured Finance Professionals
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In this 2 ½ day interactive workshop, Ann M. Butera, CRP, Founder and President of The Whole Person Project, Inc., will help you understand your preferred leadership style and provide insight into successfully influencing outcomes.