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Credit Bootcamp Part 6: Managing Credit Risk After the Close

Credit Bootcamp 6

Managing credit risk does not stop at closing, it is only beginning. By staying close to your client, inspecting what you expect and working to solve their problems, you will enhance the relationship.

In working with your client, you can anticipate their needs ahead of time, prepare for the next request, deepen the wallet share, as well as recognize when early warning signs arise. Addressing both needs and troubles early avoids lost sales or losses.


  • Identify how to enhance the relationship after closing.

  • Inspect what you expect and what that means.

  • Solve your client’s problems.

  • Recognize the early warning signs of deterioration and how to respond.

  • Lay out a structure for work out.


  • Maintain close relationship with the borrower and what it means.

  • Provide a structure for assessing the future needs of your client.

  • Recognize what early warning signs are.

  • Set up steps to rehab or exit a troubled credit.

  • Enhance communications of risk issues in credit memos.

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