portfolio monitoring Posts

The Storm is Upon Us: Loan Portfolio Monitoring as a Proactive Approach

Posted on August 11, 2022 by David Catalano

The concept of loan portfolio monitoring is not new, but with innovative solutions entering the market there are now more ways to enhance your loan portfolio management efforts. In this blog, we explore how you can leverage modern solutions to...

7 Strategies for Achieving Balanced Loan Growth – Part 7

Posted on August 31, 2021 by Baker Hill

Sound Portfolio Monitoring is Critical So far in this series, we’ve focused on the various ways to grow the amount of loans you have on the books. But once you have the loans, how do you manage them? ...

Financial Groups Chasing Originations Must Direct Existing Portfolios

Posted on July 16, 2020 by Baker Hill

As we head into the second half of the year, banks and credit unions must have a solid understanding of their existing portfolios and where their profitability is. Risk management will be crucial to remaining profitable, especially as the industry...

Additional Thoughts On Proactive Portfolio Risk Management

Posted on June 26, 2020 by Stephanie Butler

Many of you joined the webinar on Proactive Portfolio Risk Management earlier in the summer. If you missed it, or wish to view it again, you can find the recording here . In that webinar we discussed many issues around...

A “Surprise Free” Portfolio

Posted on May 1, 2020 by Stephanie Butler

None of us ever plan to originate a bad loan, especially during an economic downturn. (Full disclosure: I might have had one or two loans go delinquent.) But some loan relationships do end up having issues. Consequently, lending is not...

The Keys to Loan Segmentation Success

Posted on December 13, 2019 by Baker Hill

As any banker can appreciate, portfolio theory is worthy of a Nobel Prize , literally. In 1952, Harry Markowitz – a ll of 25 years old then – developed the paradigm that blew away Nobel judges and influenced countless financial...