RMA Orange County Commercial Lending Challenge Case Competition


About the Competition

RMA Orange County is hosting a Spring Business Case competition for university students considering a career in banking / finance. The competition provides students a chance to experience the world of commercial banking. Student teams will represent a bank loan team tasked with arranging a multi-million-dollar commercial loan package to a mid-sized business. Teams will receive information on a business, perform research on the assignment and meet with banking experts for advice on the case. Teams will then prepare an underwriting of the loans to present to judges representing the “bank loan committee”, plus a customer proposal to present to judges representing management of the “mid-sized business”.

Challenge Overview

The competition is open to business schools of local universities primarily intended for upper class (junior and senior) students and graduate students.  The teams of 2-4 students will assume they are representing the bank’s Commercial Lending Team.  The case and instructional materials are introduced to the teams 1 month ahead of the competition, and each team is also introduced at that time to an industry mentor to assist in advising students on the project.  Final presentations include 1) a recommendation to the Loan Committee and 2) a pitch to the business client.  All participants will receive a participation prize and a 1-year student membership to RMA.  Teams win prize money as follows: 1st place - $2000; 2nd Place - $1,000.

Event Timeline

FEBRUARY 6, 2023 – Registration opens
FEBRUARY 28, 2023 – Last day to register
WEEK OF FEBRUARY 28, 2023 – Case released and mentor introduction
APRIL 7, 2023 – Last day to talk with mentors
APRIL 14, 2023 – Commercial lending challenge presentations 11:30 at

Comerica Bank
611 Anton Blvd., 1st Floor
Costa Mesa, CA 92626

For more information or to become a sponsor or mentor, please contact:

John Marder

[email protected]  |  714-454-1737
Orange County Chapter of Risk Management Association

Event Sponsors

competition sponsors
RMA OC Platinum Sponsors
RMA OC Gold Sponsors

American Business Bank | Comerica Bank | Harvest Small Business Finance | RSM US, LLP