Preparing Call Report Basic Lending Schedules: Coding, Classifications & Loan Loss Allowance

Jul 25, 2018 03:00pm -
Jul 25, 2018 04:30pm
(GMT-5)

Event Description

Accurate and consistent loan reporting affects an examiner's perception of a bank's overall credit quality.  The loan information provided in Call Reports allows examiners to review changes, trends, and concentrations in the bank's loan portfolio during and between examinations.  This session will focus on loan reporting basics, including accurately coding loan types such as residential real estate loans, construction loans, owner-occupied vs. non-owner-occupied loans, and multifamily loans.  The basics of completing Schedule RC-C Part I and reporting allowance for loan loss activity on Schedule RI-B will be covered.

Highlights:

  • Overview of the loan classification hierarchy for the Call Report
  • Properly identifying and classifying real estate loans vs. non-real estate loans
  • Detailed review of loan categories including 1-to-4 family residential loans, owner-occupied vs. non-owner-occupied property, construction loans, commercial and industrial loans, and other categories
  • Identifying and reporting High Volatility Commercial Real Estate (HVCRE) loans
  • Preparation of the basic loan information presented in Schedule RC-C and RI-B
  • Overview of how loan classifications impact regulatory capital

Take-Away Toolkit

  • Loan classification hierarchy guide
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session is designed for Call Report preparers and reviewers, lenders, and loan administration staff responsible for providing information for the Call Report or to bank regulators.

Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 19, 2018.
Regular registration starts on Apr 20, 2018 and ends on May 25, 2018.
Late registration starts on May 26, 2018.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00