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2024 Credit Analyst Apprenticeship Program
October 30, 2024 - May 28, 2025
Program Overview
Mass Bankers presents the 2024 Credit Analyst Apprentice Program.
The Mass Bankers Credit Analyst Apprentice Program is designed to provide basic requirements necessary for Credit Analysts to identify and understand risks commercial borrowers face and how to begin the process of determining their financial condition and creditworthiness.
Apprentices will learn skills and knowledge, covered in the course of five modules, to perform core Credit Analyst job functions. The program consists of 150 classroom training hours and 2,000 on-the-job training hours, and culminates in a capstone project. All classes, except for the capstone presentation, are virtual. Additional hybrid sessions may be elected as needed.
Prerequisites
Accounting I (strongly recommended), Accounting II (a plus)
Dates & Times
October: 30 November: 6, 12, 21 December: 4, 11, 18 January: 8, 15, 23, 31 February: 7, 14, 21, 28 March: 7, 14, 21, 28 April: 7, 11, 18 May: 2, 9, 21, 28 | Classes Meet All classes delivered virtually via Zoom |
Who Should Attend?
Individuals interested in credit analysis with little to no credit experience.
This program is non-discriminatory and is open to all bank employees.
Pricing
$6,500 Full Price
$1,500 Cost after applying the discount code
When registering, please enter discount code CAAP24 to receive the $5,000 credit to apply to the registration for each registered apprentice. Please send the co-sponsor application to kbuckley@massbankers.org. Banks with over 100 employees are only eligible for the $5,000 discount. Smaller banks may be reimbursed for the remaining $1,500 when they apply for the Express Grant. Apprentices be at least 18 years old and on the payroll at a Massachusetts financial institution to be eligible for the program. If banks choose not to accept the grant, they may elect to pay the full price. Payment for the program must be submitted with the application.
Application Information
Those interested in the program must submit an application. Click HERE to access the application.
A financial institution must co-sponsor apprentices. Click HERE.
Space is limited: To secure a placement in the program please submit applications by October 24, 2024.
Workforce Training Fund Grant
The Credit Analyst Apprentice Program is eligible for the Express Program as part of Massachusetts' Workforce Training Fund Program.
The Workforce Training Fund Express Program assists companies in addressing their staff training needs by providing access to grants. To receive the grant, banks need to complete a short online application to request grant funds. Grant recipients with under 100 Massachusetts employees may receive full reimbursement of the cost of training upon completion of an approved course, up to $20,000 per calendar year. Financial institutions with over 100 Massachusetts employees are now encouraged to submit General Program applications. The deadline to apply for the grant is 21 days before the program begins.
The Course ID for Credit Analyst Apprentice Program is #C-2340. Mass Bankers strongly urges you to complete the process as soon as possible to ensure that your application is approved in time. For more information or to apply, visit the Workforce Training Grant Express Program site. Please note that your bank must have a Certificate of Good Standing. Click here to request one.
The cancelation fee is $650. Participants may cancel up to 14-days before the program starts. There are no refunds following the cancelation deadline.
Agenda
Speakers
| Name | Organization | Speaking At |
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Carolyn Normand
<p>Carolyn Normand has been in banking for over 18 years and is the Chief Credit Officer of South Shore Bank, responsible for overseeing credit risk and administration for the Bank. Prior to South Shore Bank she was a Senior Credit Officer for People’s United Bank. She has also worked at Rockland Trust as the Credit Manager and has held various credit and underwriting positions at Santander and Wells Fargo. She currently serves as Vice President of the Risk Management Association (RMA) New England Chapter, is Co-Chair of the RMA Boston Women’s Affinity Group, and a member of Boston Women in Finance. Carolyn, who resides in Plymouth, earned a bachelor’s degree in Accounting from the University of Massachusetts Dartmouth, a master’s degree from the New England College of Business and Finance in Business Ethics and Compliance, and a Certificate in Women’s Leadership from Cornell University. </p>
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MutualOne Bank | - |
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Jeffery Johnson
<p>Jeffery Johnson has been in financial services more than 40 years. He has been VP and senior lender for a large regional bank and SVP and commercial banking division manager for a community financial institution. Most of his career has been spent in credit administration, lending, business development, loan review, management, and training and development. Over the last 17 years, Jeffery has provided training for several banking associations and individual financial institutions nationwide.</p><p>Jeffery holds a bachelors in accounting from Morehouse College in Atlanta, an MBA in finance from John Carroll University in Cleveland, a Diploma of Graduation from the Prochnow School of Banking at the University of Wisconsin-Madison, and a Graduate Certificate in Bank Management from the First American Management Institute at the University of Pennsylvania’s Wharton School of Business.</p>
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Bankers Insight Group | - |