Loan information reported in the Call Report plays a critical role for both bank management and regulators. Join us for a comprehensive session on Schedule RC-C, including the classification priority for reporting loan balances and loan type codes correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose. We’ll also review requirements for reporting unfunded commitments in RC-R Part I under the CBLR framework and for Risk Based Capital purposes in RC-R Part II.

This two-hour update will benefit even experienced Call Report preparers, reviewers, and auditors, and can be used to supplement annual comprehensive Call Report training as recommended by the regulators.