Case Study: US top-25 bank

Bringing risk-rating into the front-line lending and underwriting process

The CRE lending business of a leading super regional US Bank was seeking to understand both tactically and strategically how best to improve risk adjusted returns in an income producing and construction loan portfolio. They also wished to reduce operation cost and risk.

PROMS is used by underwriters to improve the risk adjusted returns by modelling all new loans with adjusting loan terms (amortisation timing and profile) as well as be adding reserve accounts, cash-traps and sweeps to reduce expected loss without any reduction in margin. Risk adjusted improvements are in the range of 5 to 25 bps in each loan.

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PROMS lender modules chosen by client:


  • Cash-flow projections (Stochastic)
  • Underwriting & workflow
  • Loan risk ratings
  • Capital calculations
  • Pricing
  • Risk metrics - PD, LGD, EL, MPL
  • Returns - RARWA, RAROC, RAROEC
  • Excel underwriting template tool
  • Loan review
  • CECL, IFRS and regulatory reporting
  • Stress testing - CCAR
  • Portfolio diversification

Find out how PROMS can transform your CRE business

Contact us for an in-person or remote demonstration of how PROMS Lender could help your firm improve CRE data management, reporting and risk modelling