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Unlock the Secrets to Accurate Loan Reporting in Call Reports

Loan reporting isn’t just a regulatory requirement – it’s the cornerstone of transparency, financial health, and informed decision-making.

Upcoming
Friday, April 11th, 2025
10:00 am - 12:00 pm
Presented by Andrea Lambert
2 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 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
  • Training Manager
  • Trainer

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Accurate reporting on Schedule RC-C isn’t optional; it’s the key to stratifying your institution’s loan portfolio with clarity and confidence. From the income statement to charge-offs, recoveries, and non-accrual loans, precise loan coding impacts every corner of your Call Report. Don’t leave it to chance – master the rules and ensure consistency like a pro!

What You'll Learn

Schedule RC-C
Get ready to demystify loan classification! This session will show you how to prioritize and correctly report loan balances and type codes with confidence. Learn:

  • When to code loans by borrower, collateral, or purpose
  • How to navigate complex loan scenarios with ease
  • Tips to streamline your reporting process and avoid common pitfalls

Schedule RC-R
Take your expertise to the next level by mastering the four risk-based capital categories for loans:

  1. Residential mortgage exposures – know exactly how to report these critical loans
  2. High Volatility Commercial Real Estate (HVCRE) – get clarity on these high-impact assets
  3. Loans past due 90 days or non-accrual loans – no more guesswork!
  4. All other loans – ensure nothing slips through the cracks

But that’s not all – explore the intricacies of:

  • Reporting unfunded commitments under the CBLR framework in RC-R Part I
  • Managing Risk-Based Capital reporting in RC-R Part II with precision

Who Should Attend

If you’re a loan officer, loan assistant, or part of the loan operations or Call Report preparation team, this webinar is your chance to sharpen your skills and stay ahead of the game. Even seasoned Call Report preparers, reviewers, and auditors will uncover insights to boost their accuracy and efficiency. This two-hour power session is also a perfect way to complement your annual comprehensive Call Report training – regulators recommend it, and your career will thank you for it.

Skill level: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

Unlock the Secrets to Accurate Loan Reporting in Call Reports has been approved for 2 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.