[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M70XASG32W09X0YYV9GA0MAZ":3,"skill-same:01M70XASG32W09X0YYV9GA0MAZ":72},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":23,"publishedAt":41,"linkOnly":42,"markdownContent":43,"markdownBody":44,"frontMatter":45,"refName":49,"commitSha":50,"skillDirectory":51,"forksCount":52,"repositoryHtmlUrl":53,"repositoryHomepageUrl":6,"ownerHtmlUrl":54,"ownerBlogUrl":55,"ownerDescription":56,"updatedAt":57,"install":58,"resources":71},"01M70XASG32W09X0YYV9GA0MAZ","corporate-banking-assessment-report",null,"Assess companies and institutions and write a defensible findings report as a corporate relationship manager.\nTRIGGERS - Use when a corporate relationship manager needs a assessment & findings report for companies and institutions in bank offices and client sites.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fcorporate-banking-assessment-report\u002FSKILL.md",[18],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000034","行政与办公人员","PROFESSION","适用职业",[24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40],"report","corporate","corporate banking assessment report","banking","assessment","manager","client","write","bank","relationship","when","use","assess","sites","triggers","for","as","2026-11-10 10:12:30",false,"---\nname: corporate-banking-assessment-report\ndescription: |\n  Assess companies and institutions and write a defensible findings report as a corporate relationship manager.\n  TRIGGERS - Use when a corporate relationship manager needs a assessment & findings report for companies and institutions in bank offices and client sites.\ncategory: Corporate Banking\nlicense: MIT\nversion: 1.0\n---\n# Assessment & Findings Report — Corporate Banking\n\nAssess companies and institutions and write a defensible findings report as a corporate relationship manager. The deliverable is a structured assessment report with findings, evidence and recommendations.\nThis skill is written for a corporate relationship manager working with companies and institutions in bank offices and client sites.\n\n## When to use\n- You are a corporate relationship manager preparing, delivering or reviewing this part of your work in bank offices and client sites.\n- You need a defensible, repeatable approach that produces a structured assessment report with findings, evidence and recommendations.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Facility | an agreed lending arrangement such as a loan or overdraft |\n| Covenant | a condition a borrower must maintain |\n| Credit paper | the document presenting a lending case for approval |\n\n## Workflow\n1. **Step 1** - Review the intake record and credit papers so the assessment builds on verified information, not assumptions\n2. **Step 2** - Carry out the assessment using lending systems, following the recognised method for bank offices and client sites\n3. **Step 3** - Compare findings against the benchmarks behind portfolio quality and note where evidence is strong, weak or missing\n4. **Step 4** - Draft the report: findings first, then interpretation, then recommendations in priority order\n5. **Step 5** - Check the draft for accuracy and for credit losses from weak analysis; have it reviewed where the profession's standards require a second sign-off\n\n## Profession-Specific Components\n| Component | Details for Corporate Banking |\n|-----------|-------------------------------|\n| Core documentation | credit papers; facility documents; client reviews; covenant reports |\n| Core tools & equipment | lending systems; credit analysis tools; CRM platforms; market data services |\n| People involved | companies and institutions; the corporate relationship manager; colleagues and other services in bank offices and client sites |\n| Primary record | credit papers — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in bank offices and client sites] | **Objective:** [What this must achieve] | **Audience:** [companies and institutions and other stakeholders]\n\nThe finished output is a structured assessment report with findings, evidence and recommendations, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in credit papers.\n2. **Short-term:** Complete the workflow steps and record outcomes against portfolio quality.\n3. **Medium-term:** Review results, close actions, and update local procedures in bank offices and client sites.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| portfolio quality | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n| facility turnaround | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n| client retention | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n| covenant compliance | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: credit losses from weak analysis.\n- Never let this happen: covenant breaches spotted late.\n- Never let this happen: concentration risks.\n- Work only within the competence and authority of a corporate relationship manager; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to bank offices and client sites's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA corporate relationship manager in bank offices and client sites applies this workflow for companies and institutions: they open\ncredit papers, work through the five steps using lending systems, and close by recording\nthe outcome against portfolio quality and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# Assessment & Findings Report — Corporate Banking\n\nAssess companies and institutions and write a defensible findings report as a corporate relationship manager. The deliverable is a structured assessment report with findings, evidence and recommendations.\nThis skill is written for a corporate relationship manager working with companies and institutions in bank offices and client sites.\n\n## When to use\n- You are a corporate relationship manager preparing, delivering or reviewing this part of your work in bank offices and client sites.\n- You need a defensible, repeatable approach that produces a structured assessment report with findings, evidence and recommendations.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Facility | an agreed lending arrangement such as a loan or overdraft |\n| Covenant | a condition a borrower must maintain |\n| Credit paper | the document presenting a lending case for approval |\n\n## Workflow\n1. **Step 1** - Review the intake record and credit papers so the assessment builds on verified information, not assumptions\n2. **Step 2** - Carry out the assessment using lending systems, following the recognised method for bank offices and client sites\n3. **Step 3** - Compare findings against the benchmarks behind portfolio quality and note where evidence is strong, weak or missing\n4. **Step 4** - Draft the report: findings first, then interpretation, then recommendations in priority order\n5. **Step 5** - Check the draft for accuracy and for credit losses from weak analysis; have it reviewed where the profession's standards require a second sign-off\n\n## Profession-Specific Components\n| Component | Details for Corporate Banking |\n|-----------|-------------------------------|\n| Core documentation | credit papers; facility documents; client reviews; covenant reports |\n| Core tools & equipment | lending systems; credit analysis tools; CRM platforms; market data services |\n| People involved | companies and institutions; the corporate relationship manager; colleagues and other services in bank offices and client sites |\n| Primary record | credit papers — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in bank offices and client sites] | **Objective:** [What this must achieve] | **Audience:** [companies and institutions and other stakeholders]\n\nThe finished output is a structured assessment report with findings, evidence and recommendations, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in credit papers.\n2. **Short-term:** Complete the workflow steps and record outcomes against portfolio quality.\n3. **Medium-term:** Review results, close actions, and update local procedures in bank offices and client sites.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| portfolio quality | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n| facility turnaround | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n| client retention | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n| covenant compliance | Agree a local target and track the trend | Measured from credit papers and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: credit losses from weak analysis.\n- Never let this happen: covenant breaches spotted late.\n- Never let this happen: concentration risks.\n- Work only within the competence and authority of a corporate relationship manager; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to bank offices and client sites's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA corporate relationship manager in bank offices and client sites applies this workflow for companies and institutions: they open\ncredit papers, work through the five steps using lending systems, and close by recording\nthe outcome against portfolio quality and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":46,"category":47,"description":48},1,"Corporate Banking","Assess companies and institutions and write a defensible findings report as a corporate relationship manager.\nTRIGGERS - Use when a corporate relationship manager needs a assessment & findings report for companies and institutions in bank offices and client sites.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Fcorporate-banking-assessment-report",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":59,"prompt":69,"zipAvailable":70},[60,63,66],{"tool":61,"command":62},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill corporate-banking-assessment-report",{"tool":64,"command":65},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill corporate-banking-assessment-report",{"tool":67,"command":68},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill corporate-banking-assessment-report","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fcorporate-banking-assessment-report\u002FSKILL.md",true,[],[73,94,107,120,137,151],{"skillNo":74,"name":75,"nameZh":6,"description":76,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":77,"categories":78,"keywords":79,"publishedAt":41},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[80,81,82,83,84,85,39,86,87,88,34,89,35,90,38,91,92,93],"youth work troubleshooting guide","work","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":95,"name":96,"nameZh":6,"description":97,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":98,"categories":99,"keywords":100,"publishedAt":41},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[101,81,102,103,34,89,35,104,90,38,105,39,93,106,86,87],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":108,"name":109,"nameZh":6,"description":110,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":111,"categories":112,"keywords":113,"publishedAt":41},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[114,115,81,116,117,86,87,89,35,90,38,118,119,39,93,34],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":121,"name":122,"nameZh":6,"description":123,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":124,"categories":125,"keywords":131,"publishedAt":41},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[126],{"categoryNo":127,"categoryName":128,"taxonomyType":129,"taxonomyTypeDesc":130},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[132,81,133,134,39,135,93,38,136,86,87,34,89,35,90],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":138,"name":139,"nameZh":6,"description":140,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":141,"categories":142,"keywords":143,"publishedAt":41},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[144,145,146,81,147,87,84,148,86,34,89,35,90,38,39,149,150,93],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":152,"name":153,"nameZh":6,"description":154,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":155,"categories":156,"keywords":160,"publishedAt":41},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[157],{"categoryNo":158,"categoryName":159,"taxonomyType":129,"taxonomyTypeDesc":130},"01JBSEEDCAT000000000000015","视觉设计",[81,161,162,163,39,38,90,164,40,93,87,86,89,35,34],"service","plan","youth work service plan","design"]