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Writing Effective and Efficient Credit Memos

Documenting a credit decision and its rationale is a basic tenet of credit risk management. The quality of such documentation can vary widely, even within an institution. This session explores the constituents who rely upon credit memos, key characteristics that make strong memos, and how software can improve efficiency.

Join Chance Castellucio and Alison Trapp for a discussion and demonstration of credit memo automation.

join to learn about:

  • Increasing accessibility of files and automating data uploads into credit memos
  • Ensuring consistency in documentation  and across all constituents in the  credit memo-writing process
  • Strategies for developing  memos that are clear, concise, relevant and organized