How To Price A Loan For Portfolio Success

Kevin Heal, vice president of Callahan Financial Services, discusses how to use the U.S. Treasury yield curve to price loans.

 
 

Cost of funds, capital requirements, administrative costs, and default or loss assumptions all help an institution properly price and manage its loan portfolio. But how should a credit union begin the pricing process?

Join Callahan & Associates and Kevin Heal, vice president of Callahan Financial Services, for a 30-minute tutorial on best practices and must-know metrics to consider when pricing a loan.

DOWNLOAD SLIDES

Part 1: Factors To Consider

Part 2: Positive, Flat, And Negative Yield Curves

Part 3: What Does This Mean For Pricing Loans?

Part 4: Questions And Answers

Read more about pricing from Heal in "The Price Is Right," available only on CreditUnions.com.

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April 27, 2015


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