Portfolio Monitoring

Minimize risks and maximize opportunities.

Combine the power of Baker Hill NextGen® Portfolio Monitoring with your data and scores to save time, mitigate risk, and gain a full view of your loan portfolio with automated monitoring.

PRM

Proactive Risk Monitoring Software

Automate credit risk management to lower costs and make better loan decisions—faster—using Baker Hill’s solutions that let you look at the big picture, all in one place.

Continuous, automated portfolio monitoring. Monitor accounts on a daily, weekly, monthly, or quarterly basis—with significantly less manual intervention. Baker Hill NextGen® Portfolio Monitoring flags high-performing loans for easy renewals and cross-selling while identifying and monitoring potentially troubled accounts and features a streamlined interface that lets you select and manage multiple alerts at one time.
Powerful trended data. Manage risk and enhance processes with current and accurate bureau data, loan, deposit, and collateral data, as well as financial statement data, from internal and external systems. Take a 360-degree view of your portfolio for more strategic, data-driven decisions, and rely on data to identify problem loan indicators before delinquency occurs using complex score and behavioral logic on a daily, weekly, monthly, and quarterly basis.
Integration with core systems. Baker Hill’s solutions can be easily configured to import data from your core system or from other external systems. Data is updated daily and continuously analyzed in accordance with your institution’s policy. Standard reports include delinquency of scoreboard, frequency of trigger and statue, triggers by delinquency, and more.

Additional Features

Related Resources

Case Study

Citizens National Bank sought increased competitiveness in growth markets and deeper customer relationships.

Read Case Study

Feature Sheet Portfolio Management

Manage and automate complex processes across your entire portfolio.

Download

Whitepaper Risk Management: Economic Downturn Impacts

Learn what steps to take get a complete view of credit and operations risk associated with credit relationships or portfolio segments.

Download Whitepaper

"We felt very confident that with Baker Hill’s Portfolio Risk Management software solution we were going to be able to sustain the growth and expansion of our credit union and have a good pulse on what we needed to work on with collections and proactive monitoring.”

– Vilma Chavez
Vice President, Commercial Services Administration, Alaska USA Federal Credit Union

"Baker Hill’s portfolio risk management software solutions are instrumental to our growth objectives as we work to create local, market-focused commercial banking services for businesses in our community. Since my first Baker Hill installation in 1997, I have had great confidence in the company, its direction, and its solutions. With our financial analysis and portfolio risk management needs met by Baker Hill’s technology, we can turn our focus to building and fostering relationships."

– Brian Vannoy
Chief Credit Risk Officer, Allegacy Federal Credit Union

"Our relationship managers needed a single solution capable of effectively managing the needs of complex commercial lending clients. We now have a tool to ensure the sales and underwriting processes are more efficient, allowing employees more time to focus on individual client needs."

– Marilee Connor
Group Vice President, Bryn Mawr Trust