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Commercial Lending Center Suite

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Portfolio Management


Manage member business relationships beyond the life of the loan

Continuous management of your member business lending relationships ensures you have an accurate picture of member credit and cash flow at all times, giving you the information you need to plan the next best move.​

With the ProfitStars Commercial Lending Portfolio ManagementCenter™, you’ll maintain control with a diverse array of risk management tools, process automation, triggered communication, and borrower evaluation that provides:

  • Executive oversight (via dashboards)
  • Required document tracking (including exceptions)
  • Critical ratio tracking (including covenants)
  • Renewal management
  • Future loan generation (that feeds decision automation and loan origination)
  • Profitability and CECL tracking (with ProfitStars Financial Performance Suitesm)

The innovative design of Commercial Lending Portfolio ManagementCenter enables institutions to administer asset-based lendinginvoice discounting, inventory lendingfactoring, and other forms of commercial finance within one system

This solution handles all critical aspects of commercial portfolio management, including: 

  • Flexible loan pricing structures to fit your credit culture
  • Custom queries and reporting that can include financial information and analytics, loan and collateral information, covenants, policy and document exceptions, and more 
  • Array of risk management tools that include process automation, communication, and borrower evaluation
  • Covenant identification and monitoring for fully-configurable tracking of financial and non-financial agreements
  • Rules-based workflows to gain operational efficiencies and security
  • Comprehensive compliance tools including built-in automated support for CRA, HMDA, CD, OFAC, Reg B, flood determination, and credit bureau requests
  • Criticized asset management and reporting supported by a tailored workflow to ensure that required activities are completed and required information is reported and regularly updated with the latest data from the core system
  • Built-in imaging for easier access to and archiving of scanned documents such as invoices, checks, and required documents

With Portfolio ManagementCenter from ProfitStars®a lender can monitor the entire member relationship, regardless of loan product mix or types of collateral supporting the loans

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Enhance borrower relationships with proactive client communications and renewals management.

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White Paper

Nine Core Elements of a Portfolio Management System​​

Discover the nine mission-critical components needed to be effective




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2016
Jack Henry & Associates, Inc. ®