Strategic Loan Negotiations

About the Case

Camille Hastings, a 48-year-old CFO in Richmond, is in a bank meeting to negotiate a significant loan for her company’s expansion. The loan will fund equipment upgrades and increased production capacity.

As the corporate banker, you need to review Camille’s business plan and financial projections, negotiate loan terms such as interest rates, repayment periods, and flexibility. Your goal is to agree on terms that support the company’s expansion while meeting the bank’s requirements.

Learning Objectives:

Effectively presenting loan terms that benefit the client while also meeting the bank’s criteria
Working with the client to find mutually agreeable loan terms
Clearly and confidently articulating the bank’s terms and conditions
Addressing client concerns and objections with solutions that fit their needs and bank policies
Ensuring fairness and integrity throughout the negotiation process

Skills Assessed

Negotiation
Persuasion
Communication
Problem-Solving
Ethical Judgment

Customize Your Case
No technical knowledge required.

With the AI-Humans platform, create fully customizable AI-powered immersive scenarios for soft skills training. You have the power to:

Outline the case details
Define assessment rubrics
Select a character of your choice
Define user and character roles
Select virtual location suitable to case

Strategic Loan Negotiations

Character’s Role

Corporate Client

User’s Role

Corporate Banker

Scenario Location

Bank Office

Customize Your Case
No technical knowledge required.