Undertaking risk identification: Communication with relevant internal and external stakeholder through the loan process; Identify and describe risk; Identify and assess controls.

Risk Assessment: Develop risk evaluation criteria; Assess current exposure; Comparison of exposure to guidelines; Preparation of probability assessments; Communication of risk assessments to internal and external stakeholders.

Identifying and Developing complex broking options for clients: Identify complex broking needs of clients; Research and consider broking solutions based on client needs; Select and gather appropriate options and information for client review.

Presenting broking options to clients with complex needs: Developing a rapport with clients; Present broking options to the client; Negotiate effectively; Complete and maintain necessary documentation.

Implementation of complex loan structures: Organise implementation actions; Establish appropriate procedures for implementation; Undertake and/or supervise implementation.

Courses are held Monthly in Capital Cities

and major regional Centre on Demand