Skip to content

Loan Portfolio Concentration Reporting

Question: 
How can we improve our portfolio concentration analysis?
Answer: 

The OCC's Loan Portfolio Management Comptroller's Handbook states that banks should perform careful analysis of their pools of risk, "Each pool should be evaluated individually—that is, as a discrete pool of risk—and as part of the whole—that is, by how it fits into the portfolio and supports loan portfolio goals." Performing such advanced analysis is time-consuming without a digitized portfolio and data-driven reports. Look for a bank reporting system that offers the flexibility to perform in-depth analysis on your loan portfolio.

______________________
Read our article, "4 Failures to Avoid with Bank Risk Management Software" for more details.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 02/16/2020

Filed under: 
Filed under lending as: 

Search Topics