What lenders usually ask after an analytics review

Hands reviewing printed charts at a table

Credit officers rarely stop at the cover ratios. They ask which exceptions you closed, which remain open, and who owns the open ones. A review memorandum that buries unresolved items loses trust quickly.

Expect questions on concentration: largest customers, largest suppliers, and how receivables aging moved versus sales growth. Have the aging schedule ready with the same period labels as the analytics.

If inventory turns slowed, prepare a short note on mix or slow-moving stock rather than a generic market comment. Lenders notice when explanations lack a schedule.

Bring the evidence index to the call. Being able to point to a binder section or shared folder for each material variance shortens the conversation and reduces follow-up email chains.

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