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.

services-human-capital-management-talent-solutions-executive-board-search-tab

Our professionals deliver field examinations, collateral reviews, and due diligence services to help you make informed lending decisions.

Connect With a Specialist
Securitization Services

We provide a variety of services for securitized transactions, specialty finance, and lender finance with customized advisory support.

services-tax-specialized-tax-services-tax-technology-transformation-process-automation-erp-integration-tab

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.

Connect With a Specialist
Credit Advisory Services

Enhance your credit process with on-demand, efficient, and cost-effective credit advisory solutions.

services-tax-international-tax-latin-america-caribbean-desk-tab

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.

Connect With a Specialist
Debt Capital Consulting

We help you find the right funding partner and navigate funding requirements to meet your capital needs.

services-private-client-services-charitable-planning-image-1

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.

Connect With a Specialist
Private Equity Due Diligence

Gain actionable insights into transaction risks and opportunities with tailored due diligence services.

services-tax-business-tax-partnership-tax-services-tab

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

Connect With a Specialist
services-banner-22

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.

Designed for You

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.

services-benefits-hr-services-tab

Ready to Manage Credit Risk?

Contact our Credit Risk Advisory Services specialists to learn how CBIZ can help you resolve challenging situations and achieve your financial goals.

Describe your relationship with us(Required)
What service are you inquiring about?(Required)
By requesting additional information, you will be added to our email list. You can unsubscribe from CBIZ emails at any time. For more details, please read our Privacy Policy.