Asset Review Services
Your Portfolio—in the Clear.
There’s nothing like a seasoned expert tackling potential dings on your loan portfolio—before they even happen. Our professionals have worked within the banking industry and regulatory agencies an average two decades apiece. We count COOs, loan officers and internal auditors among our asset review team.
Our services include:
- Loan portfolio reviews
- Loan documentation
- Due diligence
- Allowance for loan-and-lease-losses analysis
How do you access my loan portfolio?
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The state of your FI’s loan portfolio is paramount to positive growth and future success. We sample what you have to obtain a fair representation and test against it, including:
The FBLG experience is unmatched—here’s why:
- Specialized expertise in the banking and finance industry
- 20+ years average experience among shareholders
- Ongoing, one-to-one engagement
- Consistency and accountability
- No hidden charges—just sensible financial advice
Our subject-matter expert Daniel R. McDonald is ready to talk asset-review services with you.
Regulatory ComplianceMonitoring your outstanding regulatory needs—from compliance and ACH reviews to BSA support
Investigation of your tax offerings—form regulatory compliance to planning to maximize savings
IT Risk Management
Profiling your level of IT and security service—from vulnerability assessments to cybersecurity
Audit ServicesSupport for audits designed exclusively for financial institutions—from directors’ exams to M&A
Daniel R. McDonald
- How to Properly Transition from Paper Files to a Loan Imaging System