On Demand Course

Underwriting Self-Employed Borrowers

Confidently underwrite self-employed borrowers and better manage risk.

Learning Objectives

After attending this course, you will be able to:

  • Review the scope of the self-employed workforce and why these are worthy borrowers
  • Discuss the various entity types these borrowers utilize
  • Identify needed tax forms and additional information for a complete underwriting package
  • Assess strengths, weaknesses, risk, and mitigation
Joe Davis 1 HR
Included with Team Membership

About This Course

This course covers the key aspects of underwriting self-employed borrowers. Participants will gain an understanding of the main financial and supporting information needed to thoroughly analyze these debtors. Attendees will learn how to assess and address inherent risks. This course is designed for credit professionals, lenders, and risk managers seeking to deepen their underwriting knowledge.

Topics covered in this course

  • Definitions and statistics
  • Entity Types
  • Tax forms
  • Income
  • Expenses
  • Underwriting considerations
  • Risk and mitigation
  • Examples

 

*This course does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Your Instructor

Joe Davis
Joe Davis

Joe Davis has been in the banking industry for over 25 years, primarily in commercial credit and lending roles, including serving as Chief Credit Officer of a $1.2 billion community bank.  Joe has extensive knowledge of credit analysis, portfolio monitoring, and risk management.  Joe earned an MBA from University of Michigan-Flint, a BA in Economics from Michigan State University, and completed the Graduate School of Banking at Colorado.

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee