Manager Update: Tax Return Analysis in this Challenging Lending Environment


Get Your Team Ready

Linda’s briefing focused on the biggest challenges in tax return analysis now and how you can get everyone on your team:

  • From over-reliance on spreadsheets and software to understanding the borrower and the deal
  • From being derailed by red flags (and turning down good loans) to being appropriately curious
  • From too rushed to document their thinking to setting us up for the next loan (and to pass muster with regulators)

Followed by an Ask Linda Anything session. These questions can be about developing the ability of your team or can be a question you have on tax return analysis, your choice!

Upcoming Manager Updates


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