Let us help you manage your portfolio while you focus on growing it.
Services
We understand commercial credit risk and that’s why we built our business on it.

Not all institutions have the need for a full-time Credit Officer, so we offer fractional services on a retainer basis.

We can handle your post-closing risk management services so your team can focus on new credits.

Looking to make a purchase, let us help you evaluate the credit risk within the target portfolio.
Independent review of a sample of loan files summarized in a comprehensive report to provide to your board, management team and examiners.


Are you looking to grow your portfolio through acquisition? If so, we provide comprehensive due diligence services to evaluate potential loan portfolios so that you know what your are buying.
A review and report of an individual borrower, loan files, and financials to determine current credit quality.

faq
We know you have questions, and that is why we have answered some of our most common questions below.
We provide curated services tailored to our knowledge and most importantly to fill your needs.

It can depend on the services selected; however, we make every effort to be as upfront on our pricing as possible. We don’t like surprises either!

The timing of a quote can depend on the amount of information received. Typically, you will receive a custom quote for services within 24 hours.

Honestly, that is a great question! Do your “Due Diligence” by reaching out to some of our past clients and see for yourself!

Client Satisfaction
We know that we can’t please everyone, but we sure do enjoy trying!
On time report
We guarantee our work will be delivered on time!1
Commitment
While we perform work on a contract basis, we view all of our clients as integral partners to support their continued growth and stabliity!
1All guarantees are conditional upon receiving the requested information
Testimonials
Still not convinced? Hear from our clients themselves!
“Michael is very experienced in all phases of commercial lending. He is responsive and professional in delivering a high quality product. I would highly recommend him!”
Chris
Commercial Services Officer
“Michael provided us with excellent counsel and guidance on how to improve our processes and our portfolio in all aspects from origination and underwriting through servicing. Michael provided himself during the engagement, but also after the engagement for additional follow on matters. Additionally, we were provided with tools to assist us in improving the documentation we have for our files to assist with examinations.”
Jason
EVP/CFO
“Michael is a wonderful person with a wealth of commercial lending knowledge and experience. His work ethic is second to none and his guidance is on point. With his guidance and leadership, we have improved our processes and our portfolio reviews. Thank you, Michael!”
Albert
VP – Business Credit Administration Officer
Check out our collection of blog posts