Module 2. Effective Supervision: Loan Portfolio Analysis

Middle Management Training Course Session

This module teaches managers and supervisors identify and assess the quality and risks in their loan portfolio, and teach them the skills on how to effectively supervise accounts officers and branches through the use of the Portfolio At Risk report.

Objectives:

By the end of the session, the trainees are expected to:

  •  Read and interpret the the portfolio-at-risk aging report.
  •  Use portfolio analysis as a tool for helping account officers/branches better monitor and manage their clients.
  •  Enhance decision-making skills to improve loan portfolio management.
A. Session Guide
Microsoft Office Word 2003 or higher version Session Guide: Effective Supervision: Loan Portfolio Analysis
session guide
B. Presentations
Microsoft Office PowerPoint 2003 or higher version
presentation
C. Handouts
Microsoft Office Word 2003 or higher version Guidelines for PAR Analysis
reference
Microsoft Office Word 2003 or higher version Status Summary of PAR7
reference
D. Exercises
Microsoft Office Word 2003 or higher version Analyzing the Loan Portfolio
exercise
Microsoft Office Word 2003 or higher version Answer to Loan Portfolio Exercise
exercise
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