Portfolio Risk Manager

As your loan portfolio grows, risk monitoring becomes labor-intensive and costly. What is an effective and efficient way to watch for potential problems before they become YOUR problems?

CUBG's Portfolio Risk Manager is the answer.

The Portfolio Risk Manager is an automated system that provides a risk monitoring snapshot of the loans in your portfolio and allows you to:

  • Identify negative payment and financial trends in your MBL portfolio
  • See how your business members are paying other creditors
  • Categorize your MBL portfolio into risk categories – highest risk to lowest
  • Monitor your business members' credit and financial performance quickly and efficiently

Our Portfolio Risk Manager applies a statistical risk score to each of the business loans in your portfolio and returns credit, public record and demographic attributes. Choose to run your entire portfolio or a select few loans on a quarterly, semi-annual or annual basis. Click here to learn more and view our sample reports.