Components of a Credit Write-up: Assembling, Analyzing and Presenting a Credit Proposal


For most credit professionals, the credit write-up is a matter of doing business. But are you putting your best foot forward? Joey Jordan, Assistant Credit Manager for Helena Agri-Enterprises, will lead an interactive session about how to prepare a high-quality analysis of your credit applicant’s management, credit history, and financial condition while honoring your company’s standards and expectations. You’ll discover the key elements to creating a credit write-up that will formulate a credit decision for new and re-occurring credit requests. Learn how to: 

  • Create a compelling story that provides the best data for an informed decision.
  • Better summarize your request. 
  • Create a meaningful analysis and credit recommendation on both small and large credit requests.

Join us on Thursday, Feb. 14 at the Des Moines Golf and Country Club from 11:30 a.m. - 1:30 p.m. to learn how to elevate your credit write-up.  Cost is $35 for members and $45 for non-members.  RSVP to Maggie Bessenbacher at or 888.222.1447. You may also register for Components of a Credit Write-up: Assembling, Analyzing and Presenting a Credit Proposal by clicking here.

T: 515.244.6700  |  888.222.1447

NACM Heartland
P.O. Box 480108, Kansas City, MO 64148

©2019, NACM Heartland   |   A Proud Affiliate of National Association of Credit Management