Grading Assessment

Our professionals will help control risk and evaluate your commercial and large residential loan portfolios. We start by discussing your goals for the loan review, learning your loan policies and understanding how the portfolios have been operating. Past history, loss experience, past due situations, and watch list borrowers are examples of where we begin the process.

We provide an independent portfolio valuation and practical recommendations. Our loan reviews are based on benchmark industry standards customized to fit your institution’s specific needs. The professional conducting your loan reviews has over thirty years of working exclusively in financial institutions. 

Engagement Pricing and Performance

Loan review engagements vary based on the size of the loan portfolio and the agreed upon sample size management wishes to review. Our industry experience combined with our disciplined and efficient approach based on our audit background provides value priced services.