Credit Portfolio Documentation & Forms

 

The CDECB has introduced a modernized Credit Portfolio Handbook and supporting forms.  During the transition period to the modernized Credit Portfolio Handbook and supporting forms, the CDECB will continue to offer credit portfolio maintenance utilizing the How to Guide and forms 2015 thru 2018 including the credit summary form specific to those years.  The 2019 Credit Portfolio Handbook application contains a modernized Credit Summary Form specific for use with the 2019 Credit Portfolio Handbook supporting documents.   

 

The CDECB is providing the opportunity to use the Credit Summary Form applicable with the forms using the 2015 thru 2018 How to Guide  OR the Credit Summary Form applicable with the 2019 Credit Portfolio Handbook and it supporting documents.  You are able to use the Credit Summary Form from one of the two methods available!

 


To view or download  the 2019  Credit Portfolio Handbook and all documentation Click Here.

To view or download the 2018  Credit Portfolio How To Guide and all documentation Click Here.

To review and download the 2018 Competency Profile.  Please Click Here