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  1. Courses
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  3. Credit Early Warning Signs & Problem Loan Management

Credit Early Warning Signs & Problem Loan Management

This course explores how lenders can detect early warning signs of credit risk and rising default probabilities. Learn to monitor borrower conditions, assess economic impacts, and take proactive steps to minimize loss and protect loan portfolios.

Simon Green
Simon Green
Finance | intermediate | 9 hours |   Published: Oct 2025

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Overview

STUDENTS*
RECOMMEND*

This course includes:

  • On-demand videos
  • Practice assessments
  • Multiple hands-on learning activities
  • Exposure to a real-world project
  • 100% self-paced learning opportunities
  • Certification of completion

Some level of probability of default is inevitable in any credit provision situation. Whilst the level of probability will initially be within acceptable tolerance levels, there is concern when that level of default probability increases. This will be triggered either by changing external environmental conditions such as deteriorating economic conditions which has the potential to impact loan portfolios or by factors specific to individual companies.

 

In either case it is important that the lender remains vigilant to the borrower’s environment and is able to identify early warning signs so that an effective plan can be implemented in order to minimise the risk and potential loss to the lender. The lender needs to be pro-active to ensure they become a doctor rather than an undertaker.  

Skills You Will Gain

Problem Loans
Credit Early Warning Signs
Business Risk Analysis
Financial Risk Analysis
Probability of Default

Learning Outcomes (At The End Of This Program, You Will Be Able To...)

  • Explain how the stages of corporate failure progress and the impact of management on corporate distress. 
  • Identify business risk early warning signs. 
  • Analyse financial risk in order to establish how close the company is to actual failure. 
  • Formulate an exposure management template. 

Prerequisites

This course is best suited for learners with experience in credit analysis or credit control. Participants should be comfortable navigating financial statements—profit and loss, balance sheet, and cash flow—and able to construct and interpret key financial ratios. A general awareness of different types of collateral used to support lending and credit facilities is also required to fully benefit from the course.

Who Should Attend

This course is ideal for credit analysts, corporate banking relationship managers, investment analysts, credit controllers, loan workout specialists, and collection managers seeking to strengthen their ability to identify, assess, and mitigate credit risk proactively.

Curriculum

Instructors

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Chapter 1: The Failure Process
2Chapter 2: Risk Rating Models and Regulatory Requirements
3Chapter 3: The Role of Management
4Chapter 4: Early Warning Signs at the Macro Level of Business Risk
5Chapter 5: Early Warning Signs at the Industry Level of Business Risk
6Chapter 6: Early Warning Signs at the Company Specific Level of Business Risk
7Chapter 7: Identifying the Critical Financial Warning Signs in the P&L and Balance Sheet
8Chapter 8: Cash Flow and Liquidity
9Chapter 9: Financial Red Flags
10Chapter 10: Legal and Documentation Issues
11Chapter 11: Structuring Issues
12Chapter 12: An Effective Recovery Plan

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Simon Green

Simon Green

Simon has an extensive background in corporate banking, with 15 years of experience holding senior positions at major financial institutions. His responsibilities spanned credit and risk analysis, credit policy formulation, business development, relationship management, and corporate recoveries. For the past 28 years, he has worked as a full-time professional training consultant, specializing in the corporate banking sector. His training covers the full spectrum of corporate banking activities, with a particular focus on corporate credit analysis and bank credit analysis. He has worked with a diverse range of clients, including universal banks, domestic banks, credit rating agencies, credit insurers, export finance companies, and bank regulatory authorities. His global experience includes delivering training programs across Europe, MENA, Australasia, and North and South America. In the academic sector, Simon has contributed to professional training programs, including the Chartered Institute of Bankers Professional Examinations, the Association of Corporate Treasurers, and various university programs such as the University of Wales MBA Programme and the University of Glamorgan MSc in International Banking and Finance. He has also served as an External Assessor for the Cardiff University MBA Programme. Since 2012, Simon has been a Trustee of Adferiad Recovery, the largest addiction and mental health charity in Wales, further demonstrating his commitment to social impact and community support.
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You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!