Learning Needs Assessment

 The purpose of this project is to train corporate and SME credit analysts to properly fill out a systematized and consistent credit assessment memo (CAM). In order to do this, credit analysts should understand the importance and value of a CAM in the decision-making process and how this task should be ideally performed. 

 Restate the request 

“In response to difficulties encountered by the Heads of the Corporate Credit and Credit Risk Departments in making decisions on credit proposals due to incomplete, irrelevant, and inconsistent data, the First Local Bank has undertaken an initiative that entails the development of a 30-minute training program designed to equip credit analysts with the necessary knowledge and skills to complete credit assessment memos proficiently and thoroughly. Importantly, this training program is an integral part of a larger program that demonstrates the bank’s commitment to addressing data quality issues and improving the overall credit assessment process.” (Source: Sponsor, The First Local Bank) 

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