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An effective loan review program is essential to the viability of any financial institution. Plante Moran’s loan review services are designed to provide an independent review of loan relationships and promote timely identification and subsequent monitoring of abnormal risk. Loan review activities involve systematically evaluating the overall quality of the loan portfolio, including identifying, measuring, and performing root-cause analysis of loan quality concerns. We also evaluate the effectiveness of management’s loan portfolio monitoring processes, including the use of a revolving “watch list” and loan grading system.

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Our clients say

When we have an issue, we turn to Plante Moran. They’ve provided us a wealth of information relative to accounting matters, internal audit, regulatory compliance, loan review, and IT issues. They combine their technical expertise and experience in the banking industry to help us meet many of the challenges in today’s tough economic environment. It seems they are as focused on our bottom line as we are.

Mark Secor CFO, Horizon Bank

Our Team

Our loan review team will provide you with actionable advice that creates value and provides results. Our specialists are former senior credit officers and regulators and are 100 percent dedicated to conducting loan review for our clients.