Guiding Through Credit Risk

About the Case

Tristan Lowe, a 31-year-old corporate executive in Dayton, Ohio, meets with a bank executive to discuss taking on debt for his company’s expansion. He wants to understand credit options and manage risks like cash flow and interest rates.

As the bank executive, your role is to guide Tristan through financing options and ensure he leaves with a plan that supports both growth and financial stability.

Learning Objectives:

Analyzing the client’s financial situation to assess risks of additional debt
Developing strategies that align with the client’s expansion goals while reducing risks
Explaining the implications of financing options, including benefits and risks
Providing data-driven insights and recommendations to aid in decision-making
Building rapport with the client by demonstrating reliability and commitment to their success

Skills Assessed

Credit Risk Expertise
Strategic Thinking
Client Communication
Decision-Making Support
Trust-Building

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Guiding Through Credit Risk

Character’s Role

Client

User’s Role

Bank Executive

Scenario Location

Executive’s Office

Customize Your Case
No technical knowledge required.