Call Report - Loan Coding and Risk Weighting Loans

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.

Recorded Friday,
April 12th, 2024
Presented by Andrea Lambert
2h total length
2.0 CPE Credits
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Auditing
  • Lending
  • Reporting
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Loan Closer
  • Loan Operations Manager/Specialist

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Loan information reported in the Call Report plays a critical role for both bank management and regulators. Join us for a comprehensive session on Schedule RC-C, including the classification priority for reporting loan balances and loan type codes correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose. We’ll also review requirements for reporting unfunded commitments in RC-R Part I under the CBLR framework and for Risk Based Capital purposes in RC-R Part II.

This two-hour update will benefit even experienced Call Report preparers, reviewers, and auditors, and can be used to supplement annual comprehensive Call Report training as recommended by the regulators.

What You'll Learn

  • Residential mortgage exposures
  • High-volatility commercial real estate
  • Loans past due 90+ days or on non-accrual status
  • All other loans

Who Should Attend

Anyone responsible for assigning or reviewing the regulatory codes on loans, and anyone responsible for preparing risk-based capital, including loan officers, loan assistants, loan operations personnel, and Call Report preparers, will benefit from this webinar.

Field of Study:Accounting

Skill level:Basic


Advanced Preparation:None

Andrea Lambert

Instructor Bio

Andrea Lambert is currently lending her skills as a trainer and consultant as a member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.

Continuing Education Credit Information

Call Report - Loan Coding and Risk Weighting Loans has been approved for 2.0 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.