Analyzing the Commercial/Multifamily Borrower’s Balance Sheet and REO Schedule
| Member Price | $0.00 |
| Non-Member Price | $399.00 |
About the Event
Commercial/multifamily lenders and mortgage bankers must evaluate a borrower’s financial condition for mortgage credit purposes. Join MBA Education and industry experts to learn how to analyze balance sheet fundamentals across various borrower ownership structures.
Participants will gain a thorough understanding of balance sheet assets and liabilities, along with insights into supporting schedules and notes critical for financial analysis. Additionally, speakers will discuss for-profit balance sheets, non-profit balance sheets, analyzing personal financial statements and examining the principal’s Real Estate Owned (REO) schedules. Panelists will offer attendees a holistic perspective on financial statement analysis, borrower liquidity, and portfolio health.
Date/Time
- Wednesday, August 28 (2:00 PM - 3:30 PM ET)
Objectives
- Understand the components of balance sheet assets and liabilities, including their classifications and importance in mortgage credit financial analysis
- Learn to analyze supporting schedules and notes to financial statements to gain deeper insights into a borrower’s financial health and performance
- Gain knowledge specific to non-profit balance sheets, including unique considerations and reporting requirements
- Learn about personal balance sheets and how they reflect an individual’s wealth and liquidity
- Delve into the intricacies of a principal’s Real Estate Owned (REO) schedule, understanding their significance and implications
Experience Level
- Entry-Level
- Intermediate
Target Audience
- Loan Originators/Loan Processors
- Loan Analysts/Underwriters
- Loan Closers
- Servicers
Speaker(s)
- Jessica Gonzalez, Senior Director, Underwriting and Credit, Freddie Mac Multifamily