Credit Administration and Documentation - On-demand

Credit Administration and Documentation - On-demand
CFI is a global provider of online financial training courses with a focus on practical applications. Most courses involve hands on Excel tutorials, which take participants beyond the theory to develop job-based skills. All participants are automatically issued certificates of completion after successfully finishing each course. The price of the course varies and are based on a function of a few criteria including, (1) their duration (CPD hours), (2) level of difficulty, and (3) demand for the topic.


Credit administration and documentation are two of the critical components in managing credit and supporting the credit process. Following proper credit administrative and documentation process allow credit analysts to monitor accounts and identify ways to reduce default risk. This course will explain the main components of credit administration and documentation. We will go through examples of credit documents to understand the basic format and layout. We will also explore the considerations that should be taken into account when assessing risk ratings.

    Upon completing this course, you will be able to:

    • Explain the importance of credit administration
    • Describe credit risk considerations and recognize warning signs
    • Identify the steps taken when monitoring credit accounts
    • Recognize the different types of documentation used to support the administrative process
    • List the key steps in annual review process

      ½ Passport Day - 2 PD Hours

      4/1/2021 - 3/31/2022