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Credit Writing & Presentation Skills
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Credit Writing & Presentation Skills
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainer
  • Overview
    PROGRAMME DETAILS

    DATE

    9 – 10 April 2018

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School
    The module seeks to help lending bankers make better presentations of their credits, thereby improving the approval rates of their submissions and effectively meet the expectations of the approvers
    LEARNING LEVEL
    Intermediate
    PROGRAMME FEE*

    AICB MEMBER

    MYR

    2,200

    / PAX

    NON-MEMBER

    MYR

    2,700

    / PAX

    *inclusive of GST
  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will be able to:
    • Be aware of credit fundamentals as a prerequisite to effective credit presentation 
    • Be aware of good credit writing and articulation skills as effective presentation is predicated upon well written credit papers 
    • Comprehend the expectations of Credit Committees/ Approvers 
    • Comprehend the dynamics or presentation and effective presentation 
    • Make presentations with more clarity, and concisely and convincingly – ultimately being able to “sell” their credits easier 

    PROGRAMME OUTLINE
    The Fundamental Credit Skills Sets – the First Prerequisite to Presentation
    • The Thoth Capital credit appraisal map – having the right mindset/thought process 
    • The importance of establishing the borrowing cause 
    • Understanding borrower, business and their environment – information is power! 
    • Risk analysis – identifying the issues, understanding the risk dynamics and determining mitigating factors 
    • Financial analysis – using the Thoth Capital financial evaluation and four segments approach 
    • Risk profiling – putting the credit together to enable the big picture 

    The Credit Application Report – the Second Prerequisite to Presentation
    • Importance of articulation - a credit is only as good as the report it is articulated in! 
    • A quick run through on how to write good credit reports 

    Expectations of Credit Committees and Approvers
    • Roles of credit committees and approvers 
    • What do credit committees and approvers want to see in credits? 
    • What do credit committees and approvers expect during presentations?   
    • Knowing your credit approvers and committees 

    Presentation Skills
    • Common presentation mistakes 
    • Confidence as the foundation of presentation 
    • TC’s credit presentation map – a step by step guide  
    • KISS principle in presentation 
    • Presentation coverage 
    • Appropriate proper body language and voice tone 
    • Playing devil’s advocate – an important prep to presentations 
    • Making effective presentations yet staying original 
  • Methodology

    Workshop based comprising lectures, sharing of facilitator experiences, discussions and class exercises based on live case studies

  • Participant Profile
    • Relationship Managers from Commercial andCorporate Banking 
    • Credit Evaluators/Approvers from Credit Evaluation/Risk/Management 
    • Investment Banking personnel handling lending activities 
  • Trainer

    Lim Tien Chee

    Thoth Capital Sdn Bhd

    Lim Tien Chee or “TC” as he is popularly known is currently the Director and Managing Consultant of Thoth Capital Sdn Bhd, a management consultancy and training outfit which mainly services the banking industry and has been in operation since 2004.

    TC has 12 years’ line and management experience across the credit value chain at RHB Bank. He headed departments within Commercial and Corporate Banking and Credit Management, and has a good appreciation of the local banking environment. The job scope during his tenure extended from origination, underwriting, restructuring and to approvals.

    At the age of 30, TC was promoted to department head of a corporate banking unit. In 2004, he was promoted to Vice President when he was 33, making him one of the youngest high performers at RHB Bank. His portfolio extended from SMEs to large listed conglomerates. In Corporate Banking, the portfolio size under his care exceeded RM2 billion and exposed him to all facets of the economy – from trading, manufacturing, agriculture, oil and gas, and public infrastructure.
    In Credit Management, where independent evaluation of commercial and corporate loans is undertaken, TC was one of the youngest senior credit managers to be granted discretionary authority for loan approvals and a pioneering member of RHB Bank’s Credit Management Division. TC was also instrumental in developing the credit policy for RHB Bank and was often called upon to undertake strategic and risk management initiatives including due diligence reviews for its mergers and bank wide transformations.

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