Best Practices of Loan Portfolio Analytics

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Original Air Date: Monday, February 5, 2018

Presenter: Rob Craig, vice president of client success, Visible Equity

Description: This webinar covers the best practices of loan portfolio analysis, including loan performance monitoring, static pool analysis, migration and trends, and multi-dimensional portfolio analysis.

Key Takeaways:

  • Create a process for data tracking, data storage, and data reconciliation
  • Create control reporting to monitor loan performance
  • Understand how successful credit unions use loan portfolio analytics and reporting to make data driven decisions

About the Presenter:

Rob Craig
VP Client Success
Visible Equity

Craig is the VP Client Success at Visible Equity and manages all client implementation, training, and ongoing support. Prior to joining Visible Equity, he worked in New York as an investment analyst for Partners Group. He holds a degree in economics from Brigham Young University.

David Royal
Project Manager
Visible Equity

David received a bachelor's degree in Advertising and Communications from Brigham Young University and worked as a media planner for two years in a Salt Lake City advertising agency. David joined Visible Equity in 2015 and worked as both a Data Analyst and Client Success Manager before becoming a Product Manager. He loves his wife, his daughters, his guitar, Zelda games and sunglasses - in that order.

Additional Content

Available as a Playback

The playback of this webinar is available to all CUES members as a benefit of your membership.

Access Best Practices of Loan Portfolio Analytics