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Call Report: Loan Coding and Risk Weighting

Correct loan reporting supports far more than regulatory compliance. It contributes to reliable financial reporting, meaningful capital ratios, stronger internal controls, and informed management decisions. By investing just two hours, you'll gain practical knowledge that can improve the quality and consistency of every Call Report your institution files.
Upcoming
DATE

Friday, November 13, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Andrea Lambert

FORMAT

Webinar

CREDIT TYPE

2 CPE Credits

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Lending
  • Lending Compliance
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Senior Management

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When it comes to the Call Report, loan reporting is where many institutions lose valuable time, and where small mistakes can create big problems.

From selecting the correct loan category in Schedule RC-C to assigning the appropriate risk weight in Schedule RC-R, every decision affects the accuracy of your bank's regulatory reporting and capital calculations. Understanding the "why" behind the reporting requirements makes all the difference.

This engaging two-hour webinar will give you a practical roadmap for reporting loans correctly, avoiding common pitfalls, and building confidence in every Call Report you prepare.

Turn Complex Requirements into Clear Decisions. Instead of memorizing line items, you'll learn a logical approach for determining where loans belong and how they should be reported. Through real-life examples and common reporting situations, you'll gain techniques you can immediately apply back at your institution.

Schedule RC-C: Build a Solid Foundation 

Accurate risk weighting begins with accurate loan coding. We'll walk through the major loan categories within Schedule RC-C and discuss the reporting decisions that create the most confusion. You'll leave with a better understanding of how to classify loans consistently and document your reasoning with confidence.

Schedule RC-R: Connect Loan Reporting to Capital

Once loans are coded correctly, the next step is assigning the proper risk weight. This section connects loan reporting decisions to regulatory capital calculations in Schedule RC-R.

What You'll Learn

During this webinar, you'll learn how to:

  • Determine the proper Call Report classification using the borrower's characteristics, collateral, and the purpose of the loan.
  • Recognize situations where similar loans belong in different reporting categories.
  • Understand how accurate loan coding affects regulatory capital calculations.
  • Reduce reporting errors that often result in examiner questions.
  • Develop a consistent process for reviewing and validating loan classifications.

Who Should Attend

  • Call Report preparers and reviewers
  • Loan operations personnel
  • Lending staff
  • Credit administration
  • Internal auditors
  • Compliance officers
  • Financial management teams
  • Employees new to Call Report preparation

Skill level:None

Andrea Lambert

Instructor Bio

Andrea Lambert is currently lending her skills as Senior Call Report Consultant and member of the 3PR staff. Andrea has over 20 years of banking experience with a broad range of financial and operational skills. She began her banking career as a part-time teller and bookkeeper as she completed her B.S. in Finance from Illinois State University. In 2005, she started a seven-year career with the Office of the Comptroller of the Currency as an associate national bank examiner, becoming familiar with rules and regulations, best practices, and success strategies as they relate to the call report process and the banking industry as a whole. In 2012, Andrea filled the cashier position at a local community bank. During the ten years she worked there, she was responsible for ensuring the accuracy of various operational components of the bank, with a focus on call report preparation.

Continuing Education Credit Information

Call Report: Loan Coding and Risk Weighting has been approved for 2 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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