An Effective Monitoring Visit Part 1

• by Olivia Obiero
• Jun 23, 2008
• 1 min

In this video series-1, Richard Turner, Former Chief Credit Officer, ShoreBank, shares his experience on how to prepare and manage an effective monitoring visit. Turner explains the importance of preparation prior to the visit. While at the visit, he outlines the dos and don’ts for the loan officer to get the most out of the […]

In this video series-1, Richard Turner, Former Chief Credit Officer, ShoreBank, shares his experience on how to prepare and manage an effective monitoring visit. Turner explains the importance of preparation prior to the visit. While at the visit, he outlines the dos and don’ts for the loan officer to get the most out of the visit. He emphasises that the loan officer must analyse the client’s business in terms of management, market and mathematics to ascertain the health of the business.