In-depth Loan & Credit Analysis Training to Enhance Skills
The Omega Performance Case Study Library—another component of our blended learning framework—is an innovative, three-part credit analysis training solution that helps your commercial lenders and analysts gain valuable credit analysis experience quickly, without exposing your organization to risk.
To begin, learners at your organization individually analyze a case study loan opportunity. At the conclusion of their analyses, they formulate and submit their loan recommendations to a credit expert of your choice—either an Omega Performance facilitator or one of your organization’s own internal resources. The expert reviews the recommendations and then convenes a Credit Solutions Roundtable, during which learners receive real-time feedback on the strengths and weaknesses of their submissions.
The Case Study Library is designed to be flexible. You can use it to give your staff opportunities to apply the skills and knowledge they obtained during our Commercial Loans to Small Business or Commercial Loans to Business courses, as well as to evaluate the skills of incoming lenders and credit analysts, or to provide continuing credit analysis training opportunities for experienced employees.
The Case Study Library helps learners take their risk analysis skills to the next level by featuring:
- Cases based on a variety of businesses, industries, and issues to expose learners to a variety of possible lending scenarios
- An engaging virtual workspace that allows learners to gather information about the borrower—including background information, historical and projected financial statements, and industry research—similar to the way they would in real life
- A set of eight critical decision points—based on Omega Performance’s proven Decision StrategyTM framework—to guide learners through their credit analysis training
- An opportunity for learners to articulate and justify their recommendations and re-evaluate them based on the feedback they receive
For more information about our Case Study Library, download the brochure.
You can also watch this video to experience our Case Study Library in action!