PM Skills

for Credit & Lending Teams

AI that knows how credit & lending teams actually work

Credit memos with covenant headroom computed, compliance escalations documented properly, and portfolio briefs that name the watch list. Free and open-source — each skill teaches Claude, ChatGPT, Gemini, or Cursor the structure a senior professional uses, with the quality checks and the mistakes to avoid built in.

▶ Run any of these free, right now
Credit Memo
Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom… · run it →
KYC Escalation
Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag… · run it →
Lending Risk Brief
Write a portfolio-level lending risk brief: concentration analysis by sector, geography and single name, vintage performance, migration matrix… · run it →
Loan Covenant Review
Run a quarterly loan covenant compliance review: covenant table with required vs actual vs headroom, trend and trajectory-to-breach analysis… · run it →
All 750 skills · browse the catalog · GitHub (MIT, free forever)