Portfolio Review


Utilizing our banking experience as well as previous partnerships with the FDIC; Proactive Consulting understands the goals of banking and financial institutions and the regulations under which they are required to operate. Proactive will review individual loans and loan portfolios to identify possible deficiencies and/or outline possible future challenges for the borrower that will affect the quality of the credit. Proactive Consulting has experience with: C&I loans, both owner and non-owner occupied real estate, speculative real estate, and construction loans. Our review can include; site visits, borrower interviews, tenant interviews, lease review, broker opinions of value, market analysis and whatever else may be necessary to fully understand the credit status.