Native CDFI Loan Portfolio Management
Training Description: The webinar will review best practices in loan portfolio management including delinquency management from both emerging and certified Native CDFIs. It will look at ways to assess and maintain a healthy loan portfolio and increase the portfolio management skills of a Native CDFI. Training Objectives: • Client flow process in analyzing and making loans; • Using financial statements in evaluating loan risk; • Loan underwriting techniques; • Ensuring evaluating ratios are within CDFI recommendations; • Maintaining an adequate loan loss reserve.
The Native Learning Center is a Model Program supported by the Indian Housing Block Grant awarded by the Office of Native American Programs, U.S. Department of Housing and Urban Development. The opinions contained in education, training and technical assistance sessions are those of the author(s) and do not necessarily represent the official position or policies of the Native Learning Center, Seminole Tribe of Florida, Office of Native American Programs, or the U.S. Department of Housing and Urban Development. References to specific agencies, organizations, firms, products, services, processes and procedures should not be considered an endorsement by the listed entities. Rather, the references are informational and illustrations to supplement discussions of the issues.
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