Managing Commercial Loans

This chapter describes the management of commercial loans. It includes the following topics:

• About Managing Commercial Loans

• Scenarios for Managing Loan Requests

• Process of Managing Commercial Loans

• Activating Loan Request Workflows

• Assessment Templates for Loan Approvals

• Activities Plan for Loan Requests

• Document Template for Loan Requests

• Setting Up Approval Levels

• Setting Up Portfolio Types for Commercial Loans

• Associating Facilities with Financial Accounts

• Creating Commercial Loan Requests (End User)

• Setting Up Facilities (End User)

• Syndicating Facilities (End User)

• Setting Pricing and Fees for Facilities (End User)

• Adding Guarantors to Loan Facilities (End User)

• Adding Covenants to Facilities (End User)

• Adding Collateral to Loan Facilities (End User)

• Creating Policy Exceptions (End User)

• Reviewing Underwriting Standards for Loan Requests (End User)

• Reviewing Group Exposure (End User)

• Entering Credit Decisions for Commercial Loans (End User)

• Assigning Loan Requests (End User)