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Acme renewal — pre-committee review

Live00:42:18
DR
CO
PN
SL
DR
Dana R.
Relationship Mgr
CO
Chris O.
Credit Officer
PN
Priya N.
Risk
SL
Sam L.
Legal
Acme credit memo · v3
Screen-shared by Dana R. · 4 min ago
Governed
Credit committee · confidential

Credit recommendation — Acme Corp renewal facility

Prepared by Dana R. (Relationship Mgr) · Memo v3

Request. Acme requests a 22% pricing exception and a covenant modification on its commercial renewal facility.

Financials. The updated model revises the FY revenue forecast from $42M to $38M. Debt service coverage recomputes to 1.28x from net operating income over debt service.

Approvals & risk. Relationship Manager approval is recorded, but Credit Officer approval is outstanding: the 22% discount exceeds delegated authority (standard threshold 15%). Legal approval is pending, and the final covenant tracker has not been uploaded.

Note. The customer success plan references an 18% discount — conflicting with the 22% in the pricing exception. A restricted legal memo exists but is outside the preparer's access.

Recommendation: review — not approval-ready.

Highlighted figures are governed — hover to see the source the agent linked.