Credit Portfolio
Portfolio Management
Exposure concentration, risk distribution, policy coverage, and borrower analytics
Total Exposure
$64.55M
17 deals
Approved Exposure
$21.00M
Committed pipeline
Avg Portfolio DSCR
2.40x
Across analyzed deals
Policy Pass Rate
67%
6 pass · 2 fail
High Risk Deals
0
DSCR below 1.00x
Analysis Coverage
8/17
Partial coverage
File Completeness & Decision Readiness
5 of 17 decision ready
Decision Ready
5
Structure · Financials · Analysis · Policy · Memo · Snapshot
In Progress
12
One or more artifacts missing
Total Files
17
All active deals
Decision Readiness29%
Risk Distribution
High Risk (DSCR < 1.00x)0
Medium Risk (DSCR 1.00–1.25x)0
Low Risk (DSCR ≥ 1.25x)8
Not Analyzed9
Stage Distribution
Closed3
Declined4
Approved5
Submitted5
Product Mix
Equipment Loan4
Term Loan10
Cre Loan2
Revolver1
Top Borrowers by Exposure
View all borrowers →| # | Borrower | Deals | Exposure | Concentration | Avg DSCR | Action |
|---|---|---|---|---|---|---|
| 1 | 3 | $25.40M | 39% | 1.74x | View → | |
| 2 | 1 | $7.50M | 12% | — | View → | |
| 3 | 1 | $4.20M | 7% | 2.82x | View → | |
| 4 | 1 | $4.20M | 7% | — | View → | |
| 5 | 1 | $3.50M | 5% | 1.81x | View → | |
| 6 | 1 | $3.20M | 5% | 3.22x | View → | |
| 7 | 1 | $2.85M | 4% | — | View → | |
| 8 | 1 | $2.50M | 4% | 3.51x | View → | |
| 9 | 1 | $2.20M | 3% | 1.31x | View → | |
| 10 | 1 | $1.90M | 3% | — | View → |
Policy Coverage Summary
9
Evaluated
6
Policy Pass
2
Policy Fail
0
Policy Warning