A “Surprise Free” Portfolio

A “Surprise Free” Portfolio

None of us ever plan to originate a bad loan, especially during an economic downturn. (Full disclosure: I might have had one or two loans go delinquent.) But some loan relationships do end up having issues. Consequently, lending is not a “set it and forget it” function. Regardless of collateral type, loan structure or any […]

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Managing Tracking Items in Today’s Environment

Managing Tracking Items in Today’s Environment

The world is changing quickly around us and will continue to do so in the months ahead. In the financial world, this means more concessions will be made, and requirements will be temporarily relaxed to keep us all marching on. Amid the challenges we’re all facing, it can be easy to let less-pressing needs fall […]

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