Apr 12, 2024
Loan information reported in the Call Report plays a critical role for both bank management and regulators. Join us for a comprehensive session on Schedule RC-C, including the classification priority for reporting loan balances and loan type codes correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose. We’ll also review requirements for reporting unfunded commitments in RC-R Part I under the CBLR framework and for Risk Based Capital purposes in RC-R Part II.
This two-hour update will benefit even experienced Call Report preparers, reviewers, and auditors, and can be used to supplement annual comprehensive Call Report training as recommended by the regulators.
Friday April 12th, 2024
11:00 am - 1:00 pm EST
What You'll Learn
Residential mortgage exposures
High-volatility commercial real estate
Loans past due 90+ days or on non-accrual status
Who Should Attend
Anyone responsible for assigning or reviewing the regulatory codes on loans, and anyone responsible for preparing risk-based capital, including loan officers, loan assistants, loan operations personnel, and Call Report preparers, will benefit from this webinar.
Andrea Lambert is currently lending her skills as a trainer and consultant as a member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.
Available Upgrades
$120.00
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380