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Loan Portfolio Concentration Reporting

How can we improve our portfolio concentration analysis?

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.


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

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