Key Steps in Analyzing Your Loan Portfolio

Credit & Lending

Financial Institutions (FIs) are facing a complex and competitive financial environment where making timely data-driven decisions is the key for both growth and compliance. Join nCino for a webinar on tips and tricks in managing data, performing key analytics and control reporting, and making better informed decisions. This topic is relevant now more than ever in the current climate and uncertain economic recovery.

Who Should Attend: CLO, VP of Lending, VP of Retail Lending, CFO, Accounting, VP of Compliance, COO, CEO

Learning Objectives

  • Understand how to effectively manage data and build a solid data reconciliation process.
  • Learn how to prepare key analytics and control reports to ensure your organization is working from the same playbook.
  • Gain tips on using analytics to make key decisions related to balancing risk, growth, and profitability of your loan portfolio.


Gonzalo (Gonzo) Potzsch
Regional Vice President
Gonzo’s focus is specifically on banking. With years of experience with nCino’s Portfolio Analytics Solution as an Enterprise Client Success Manager, he is well versed in industry best practices from loan portfolio management and analytics to CECL. He holds a degree in International Business and Finance from Utah Valley University.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online