C&I Loan Servicing
Exception-driven reporting workflow for annual borrower packages, completeness checks, and spread prep.
Servicing KPI Snapshot
High-Risk Borrowers Late
7
12% vs last weekPackages Waiting on Borrower
13
9% vs last weekSpreads Completed This Week
22
18% vs last weekAnalyst Touch Time
2.1 hrs/package
31% vs last weekReporting Queue
Filters
| Borrower | Exposure | Frequency | Due date | Status | Missing | Risk | Owner | Last touch |
|---|---|---|---|---|---|---|---|---|
ABC CompanySV-ABC-CI-2026-0001 | $5.2Mof $7.5M | Annual | Jan 31 | Spread Ready (Incomplete) | Compliance certificate, A/R aging | High | JPJordan | Feb 2 |