Skip to content

VP of Lending

Manage credit policy and underwriting standards

Enhances✓ Available Now

What You Do Today

Set and maintain credit policies that define who gets approved, at what terms, and with what conditions. Balance risk appetite with growth objectives and regulatory requirements.

AI That Applies

ML-based credit scoring models that incorporate alternative data sources and non-linear relationships, providing more granular risk segmentation than traditional scorecards.

Technologies

How It Works

The system takes the content brief — topic, audience, constraints, and style guidelines — as its starting input. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The output is a first draft that captures the essential structure and content, ready for human editing and refinement.

What Changes

Credit decisions become more precise. AI approves borrowers that traditional models would decline — and declines borrowers that look good on paper but carry hidden risk.

What Stays

Setting credit policy involves strategic trade-offs between growth, risk, and fairness that require human judgment. The model optimizes within constraints you set.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for manage credit policy and underwriting standards, understand your current state.

Map your current process: Document how manage credit policy and underwriting standards works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: Setting credit policy involves strategic trade-offs between growth, risk, and fairness that require human judgment. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support Zest AI tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long manage credit policy and underwriting standards takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your board chair or lead independent director

What content do we produce the most of that follows a repeatable structure?

They shape expectations for how AI appears in governance

your CTO or CIO

What's our current review and approval process, and would AI-generated first drafts change the bottleneck?

They own the technology infrastructure that enables AI adoption

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.