Loan Operations Management Forum 2023 (A) | Risk Management Association (RMA) | 18 January 2023 | Virtual

This is a peer learning event, provides loan operations professionals the opportunity to discuss issues related to structuring, organizing, and effectively managing the loan operations function. The interactive sessions focus on managerial and operational topics and helps create efficiency when organizing operational responsibilities. Concepts of functional structure, service quality, performance metrics and use of technology are included in the discussions. Because the role of the loan operations department varies widely among banks, the different responsibilities housed within the function and staffing models will be discussed. The forum presents a valuable opportunity for you to meet and discuss common challenges with your peers and to identify best practices that you can take back to your institution to enhance the value of your loan operations function. The forum will feature a lead facilitator, round table group discussions, and small breakout groups that will delve deeper into issues of specific interest. You will benefit from the problem solving techniques discussed by your peers, regardless of the size of the particular institution. Participants share information, ask questions, and exchange ideas to broaden their knowledge and understanding of the issues discussed in a round table environment. Best of all, attendees will have a network of peers to reach out to in the future.

Learning Objectives:
• You will benefit from the problem solving techniques discussed by your peers, regardless of the size of your institution.
• Expect to share information, ask questions, and exchange ideas to broaden your knowledge and understanding of the issues discussed.
• The forum presents an excellent opportunity for you to meet and discuss common challenges with your peers.

Who Would Benefit?
• Managers of loan operations departments at financial institutions with up to $20 billion in assets
• Team leaders and regional managers of loan operations departments at institutions with more than $20 billion in assets.