Preparing Your Portfolio

June 15, 2017 | By: Nick Rodgers

Circumstances often change throughout the life of your loan and ensuring a compliant portfolio for up to 25 years is a challenge. Are you capable of determining your portfolio's deficiencies? Do you conduct regular portfolio audits? Have you established tailored audit policies and procedures specific to your institution? Knowing where to begin is important.

Your White Paper on Maintaining a Compliant Portfolio

If you viewed our most recent page on The SBA Journey, you might have noticed that Auditing was near the end of the journey. Though predominantly thought of as a service that comes during the later stages of a loan's lifecycle, there's nothing that says it can’t be a focus of yours now. If nothing else, it is the level of detail you incorporate into your portfolio audits that allow you to process loans correctly.

Mistakes happen. More than likely, you’re going to notice those mistakes as you review your portfolio. Check out banc-serv's white paper to learn more about tips and tools you can use to make the process a little less intimidating.

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