Finance Credit Approval Minute
Finance Credit Approval Minute
Meeting Topic: Finance Credit Approval
Date: [Month, Day, Year]
Time: [Insert Time]
Company: [YOUR COMPANY NAME]
Location: [Location/Venue]
Attendees:
[Insert Full Name of Attendees]
Meeting Agenda:
1. Review of the financial statements from the previous quarter.
2. Discussion on the current credit policies of [YOUR COMPANY NAME].
3. Proposal for changes to our credit approval process.
4. Presentation of new clients requesting large credit lines.
5. Decision on approval or rejection of credits requested.
6. Formulation of action plan moving forward.
Decisions Made:
|
Agenda Item |
Decision |
|---|---|
|
Credit approval for client A |
Approved |
|
Credit approval for client B |
Rejected |
|
Changes to the credit approval process |
Approved with amendments |
Action Items:
-
Development of a new credit policy document - Assigned to [Insert Name]
-
Follow-up on the rejected credit for client B to discuss alternatives - Assigned to [Insert Name]
Next Meeting:
Date: [Month, Day, Year]
Agenda:
-
Review of the new credit policy document
-
Discussion on the progress of alternatives for client B.
