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- Business EBITDA Cash Flow Calculation (DSC)
- Collateral Analysis
- Deposit and Loan Exposure
- Loan Exceptions and Covenants
- Global Cash Flow (Combined DSC)
- Global Cash Flow (Combined DTI)
- Risk Grade Calculation (Commercial)
- Risk Grade Calculation (Consumer)
- K-1 Detail Analysis
- Loan Specific Information
- Personal Borrower Cash Flow (DSC)
- Personal Borrower Cash Flow (DTI)
- PFS Form
- Tax Rate Adjustment Calculator
- Commercial Credit Memo Template
- Consumer Credit Memo Template
- Consolidated Commercial Workbook
- Consolidated Consumer Workbook
- Credit Analysis Fundamentals Curriculum
- General Excel Instructions PDF
- Template Specific Details and Instructions PDF
- Each Excel Template Includes a Template Specific Instruction and Detail Tab
- Tax Return Learning Tool (Form 1065)
- Tax Return Learning Tool (Form 1120S)
- Risk Grading Recommendations and Guidelines
- Data Validation for All Excel Templates and Formulas PDF