Confidence in Credit Decisions
Effective credit risk management is critical for lenders, investors, companies, and financial institutions. CBIZ Credit Risk Advisory Services evaluates credit, operational, collateral, and enterprise risks to support your decision-making process. Our expertise spans collateral and operational field exams, due diligence for lender finance, asset-based lending, asset-backed and mortgage-backed securities, credit underwriting, debt capital consulting, credit consulting, loan reviews, and loan monitoring — delivered by professionals with deep industry experience. With our insights, you can streamline lending processes, mitigate risks, and drive better outcomes for your business. Let CBIZ help you navigate the complexities of credit risk with confidence.
Comprehensive Credit Solutions
CBIZ offers a range of Credit Risk Advisory Services to address the distinct needs of financial institutions and businesses.
Enhance your lending decisions with value-added ABL field exams and collateral reviews.
We provide a variety of services for securitized transactions, specialty finance, and lender finance with customized advisory support.
Enhance your credit process with on-demand, efficient, and cost-effective credit advisory solutions.
We help you find the right funding partner and navigate funding requirements to meet your capital needs.
Gain actionable insights into transaction risks and opportunities with tailored due diligence services.
Asset-Based Lending (ABL)
Enhance your lending decisions with value-added ABL field exams and collateral reviews.

Our professionals deliver field examinations, collateral reviews, and due diligence services to help you make informed lending decisions.
Securitization Services
We provide a variety of services for securitized transactions, specialty finance, and lender finance with customized advisory support.

Our team offers transaction due diligence, pre- and post-funding reports, administrator services, data integrity testing, monthly servicer report reviews, and static pool analysis for consumer and commercial loan transactions.
Credit Advisory Services
Enhance your credit process with on-demand, efficient, and cost-effective credit advisory solutions.

Our comprehensive services give you on-demand expertise, filling temporary or permanent gaps within your team.
Services Offered:
- Collateral and Operational Field Exams
- Securitization Exams
- Financial Statement Spreading and Analysis
- Global Cash Flow Analysis
- Loan Reviews
- Risk Rating of Loan Portfolios
- Credit Policy Review
- Credit Underwriting
- Model Validation
- Loan Portfolio Valuation
- Loan Reserve Methodology Reviews and Analysis
- CECL Reviews and Implementation
- Debt Consulting and Placement Services
- Vendor Risk Assessments
As independent specialists, we offer objective insights into your assets, processes, and internal controls.
Debt Capital Consulting
We help you find the right funding partner and navigate funding requirements to meet your capital needs.

Find financing options that suit your specific circumstances. Our extensive network of funding sources can provide financing that traditional banks may be unable to match. We help walk you through the process step-by-step.
Private Equity Due Diligence
Gain actionable insights into transaction risks and opportunities with tailored due diligence services.

CBIZ provides comprehensive analyses, including quality of earnings, cash flow assessments, and risk evaluation to support private equity transactions.

Credit Insights
Navigating the complexities of credit risk requires more than just financial data — it demands industry expertise and actionable insights. CBIZ Credit Risk Advisory Services combines years of experience and proven methodologies to support your lending and financing decisions.
Whether through securitization services, field exams, or consulting, we deliver the tools and guidance you need to manage risks effectively.
Custom Credit Solutions
CBIZ Credit Risk Advisory Services offers customized solutions to financial institutions, lenders, and companies by creating a custom scope of services to address your concerns. Our goal is to empower your decisions, assist you in improving your credit decision-making processes, and enhance operational efficiency.
