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Portfolio Management and Commercial Loan Monitoring


Definitions

Credit Analyst (Margin)

Individuals responsible for analyzing financial information related to margin calculation.

Credit Analyst (Covenants)

Individuals responsible for analyzing financial information related to covenant analysis and assessing the risk of the borrower.

Account Manager

Individuals responsible for managing the borrower portfolio. Account Managers are typically the main point of contact for the borrower.

Corporate Administrator

Individuals who have been designated to maintain or make usage decisions related to the Covarity Dashboard.

Product Specialist

Individuals who have been designated the Covarity expert. These users have an extremely high level of expertise.