Striking the right balance in ticklers

Insurance, financial statements, tax returns, UCC continuations: Receiving the financial statements is one thing; having an analyst review the financials is another. Or maybe you set a reminder to reach out to a borrower in advance of an agricultural line of credit renewal, to begin collecting updat...

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Bibliographic Details
Published inBankBeat Vol. 208; no. 3; p. 28
Main Author Yang, Anna Burgess
Format Trade Publication Article
LanguageEnglish
Published Minneapolis NFR Communications Inc 01.03.2023
Subjects
Compliance
Documentation
Financial statements
Tax returns
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Summary:Insurance, financial statements, tax returns, UCC continuations: Receiving the financial statements is one thing; having an analyst review the financials is another. Or maybe you set a reminder to reach out to a borrower in advance of an agricultural line of credit renewal, to begin collecting updated information.