Loan Portfolio Management

Most public sector community development lenders put a lot of time and effort into establishing loan funds and getting loan dollars flowing to borrowers. Unfortunately, far less attention is paid to managing those assets once they're booked. UPD can assist loan fund administrators in setting up the tracking, reporting and evaluation systems that will minimize losses and maximize the value of the loan portfolio. Strong portfolio management practices facilitate secondary market transactions, they put the organization in a much better competitive position to acquire foundation and government grant dollars, and reduce overall operating costs. If you're not satisfied with the performance of your loan program, it could have more to do with your portfolio management than with your pricing, your "red tape" or your marketing. Let us help you adopt private sector portfolio management practices.