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Schedule RC-C Part I Loan Coding and Memorandum Items

This webinar will walk through the classification priority for reporting loan information correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.

OnDemand
Recorded Tuesday,
July 19th, 2022
Presented by Cynthia Dopjera
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Finance
  • Audit
  • Auditing
  • Reporting
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Risk Manager
  • Senior Management

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Loan information on the Call Report provides critical information for bank management and regulators. The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

This webinar will walk through the classification priority for reporting loan information correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.

Examples on the rules for coding loans as secured by real estate will be provided as well as other loan coding exercises that will test what you have learned.

What You'll Learn

  • Reporting restructured troubled debt,
  • Reporting maturity and repricing data for loans,
  • HELOCs to be reported in Memo item 16, and
  • Miscellaneous loan reporting items.

Who Should Attend

Anyone responsible for assigning or reviewing the regulatory codes on loans, including loan officers, loan assistants, loan operations personnel, and Call Report preparers. This two-hour update will benefit even experienced Call Report preparers, reviewers, and auditors. This training can be used to supplement annual comprehensive Call Report training as recommended by the regulators.


Cynthia Dopjera

Instructor Bio

Ms. Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas, to include accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.

In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as Practice Leader for the Firm?s financial institutions practice covering community and regional institutions. The Firm?s services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes-Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.