Generative AI For Loan Underwriters
https://WebToolTip.com
Published 7/2025
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 261.61 MB | Duration: 2h 4m
1000+ Prompts to Transform the Future of Loan/Credit Underwriting
What you'll learn
Understand the fundamentals of Generative AI and how it applies to credit assessment and underwriting tasks.
Access and use a curated library of 1000+ prompts for real-world underwriting scenarios and documentation tasks.
Navigate the structure and functionality of Loan Origination Systems (LOS) and identify where AI fits into the underwriting workflow.
Map the traditional underwriting process and discover opportunities for AI integration and automation.
Master Prompt Engineering techniques including zero-shot, one-shot, and few-shot prompting to extract, analyze, and summarize borrower data.
Differentiate between instructional prompts for automation and analytical prompts for reasoning and decision support.
Use prompt chaining to guide large language models (LLMs) through multi-step credit analysis tasks.
Extract structured data from bank statements, paystubs.
Generate clear summaries of borrower income, expenses, and financial inconsistencies using AI.
Automate key underwriting components such as document checklists, risk summaries, and creditworthiness profiles.
Detect financial red flags, suspicious transactions, and risk indicators with prompt-based analysis.
Automate AML and KYC workflows and ensure regulatory alignment using compliance-focused prompt templates.
Simulate loan scenarios to evaluate risk appetite and generate AI-backed recommendations for loan terms, collateral, and limits.
Automatically generate approval/rejection memos, credit memos, and summary reports for committee review.
Format and present AI outputs in markdown documents, slides, and audit trails suitable for both internal and external stakeholders.
Design explainable and transparent AI outputs aligned with Fair Lending, AML, and ECOA requirements.
Requirements
Basic Understanding of Loan Underwriting Concepts