Managing loan exceptions is about more than keeping up with documentation. It’s about creating a process that improves visibility, accountability, and consistency across the lending lifecycle. This TUNE session explores how Teslar helps institutions track, manage, and resolve loan exceptions with greater clarity and control through a more organized, auditable approach to exception management.
Session: Loan Exception Management in Teslar
Speakers: This session will be led by Spencer Presley, Sales Engineer, VP, and Myles Hartman, Client Advocate.
Who Should Join: This session is for loan operations, credit teams, quality control, Teslar champions, and anyone responsible for managing loan documentation, covenants, collateral, or exception tracking.
This breakout session will focus on loan-specific exception management, including policy, collateral, document, financial, and covenant exceptions. Attendees will learn how to properly structure loan exception types, categories, and checklists while exploring exception-clearing workflows, out-of-compliance maintenance, key user views, and exception details by officer.
Myles shared, “I’m looking forward to helping teams see how the decisions they make during loan exception setup directly impact efficiency, accountability, and risk management across the entire lending process.”
Attendees can expect to walk away with:
Teslar’s exceptions platform provides a foundation for managing compliance, improving communication between loan operations and lenders, and creating a scalable, repeatable process that stands up to audit and growth. Join Spencer and Myles at TUNE to see how a well-designed exception management process can help your institution work more efficiently while maintaining greater visibility and control.