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gregjacobi
gregjacobiCOMMUNITY
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ci-credit-memo

Automate C&I loan underwriting by collecting MCP data and generating cited credit memos.

Updated Aug 27, 2026
Search Tags:#financial-analysis#underwriting#citation-tracking#c&i#credit memo#raroc
One-click install
npx skills add https://github.com/gregjacobi/Banks --skill ci-credit-memo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ci-credit-memo
Source: https://github.com/gregjacobi/Banks/tree/main/skill-dev/ci-credit-memo
Command: npx skills add https://github.com/gregjacobi/Banks --skill ci-credit-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill streamlines the end-to-end underwriting process for Commercial & Industrial loans by guiding bankers through interviews, aggregating data from MCP sources, and generating fully formatted memos with precise citations.

Core Features & Use Cases

  • Multi-source data gathering from Morningstar, S&P, Aiera, and LSEG with citation tracking
  • Interview-driven data collection for public and private borrowers
  • Automated financial analysis and memo generation using standardized templates
  • Demo mode support for training with clear disclaimers
  • Handles collateral and covenants considerations within the memo

Quick Start

Provide basic borrower and loan details to begin generating a fully formatted credit memo with citations.

Frequently Asked Questions about ci-credit-memo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate C&I credit memo generation with citations?▼

Automate C&I credit memo generation by using an interview-driven workflow that gathers borrower data from MCP sources, performs financial analysis, and outputs a standardized memo with tracked citations.

Can I use RAROC framework pricing for commercial loan underwriting?▼

Yes, you can apply RAROC framework pricing for commercial loan underwriting to support deterministic pricing decisions within the generated credit memo.

Does automated underwriting support both public and private borrowers?▼

Automated underwriting supports both public and private borrowers by guiding bankers through interview-driven data collection to aggregate required financial information.

What's the best way to track sources for financial analysis in a credit memo?▼

Track sources for financial analysis by aggregating data from configured MCP sources like Morningstar, S&P, Aiera, and LSEG, automatically embedding precise citations into the credit memo.

Is there a demo mode for C&I credit memo training?▼

Yes, a demo mode is available for C&I credit memo training, allowing users to practice the underwriting workflow with clear disclaimers indicating the generated documents are for training purposes.

How do I handle collateral and covenants in an automated credit memo?▼

Handle collateral and covenants in an automated credit memo by utilizing the standardized template, which incorporates these considerations alongside risk assessment and compliance with underwriting standards.

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