Northstar Energy Group

CIF-00054 · U75053JA2014PLC100054 · Transportation · Financial Institution · Japan

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RM: Emily Martinez
Credit Risk Manager: Mia Rodriguez
Exposure: $5.92M
CBRB: Normal
Internal: Normal
Risk Score:42 · Medium
Total Exposure
$5.92M
Prev: $5.63M5.1%
Utilization
74.1%
Prev: 74.5%0.4pp
Banking Relationships
2
Prev: 20.0
CBRB Rating
Normal
Prev: Normal
Internal Rating
Normal
Prev: Normal
Open Alerts
2
C 0
H 1
M 0
L 1

Exposure Trend Analysis · 24 Months

Funded · Non-Funded · Total

Utilization Trend · Reporting Bank vs Other Banks

Threshold 70%

Rating Migration Timeline

No rating changes in the last 24 months. Currently Normal.

Banking Relationship Trend · Number of Banks (CBRB)

Increase Decrease No Change

Alert History · 2

DateAlert TypeSeverityDescriptionStatusAssigned ToResolved
4/15/2026Exposure Shift to Other BanksHighExposure with our bank declined while CBRB system exposure remained stable, indicating a shift to competitors.
Open
Christopher Lopez
5/20/2026Rating UpgradeLowBorrower rating improved to Normal.
In Review
Charlotte Perez

AI Risk Score

42
/ 100
Medium Risk
Low
0-30
Med
31-60
High
61-80
Crit
81-100

Risk Driver Analysis

Utilization Level+19
CBRB Rating Migration+15
Industry Concentration+15
Banking Relationship Growth+6
Exposure Growth Trend+5
Internal Rating Drift+5

AI Risk Commentary

AI
Customer exposure increased by 5.1% month-over-month, currently at $5.92M. Banking relationships moved from 2 to 2 banks per CBRB data. CBRB rating remained stable from Normal to Normal. Current utilization is 74.1% — above the 70% early warning threshold. Overall borrower risk is assessed as medium.

Recommended Actions

Review Credit Facility Structure
High
Schedule Customer Meeting
Medium
Reassess Collateral Coverage
High
Escalate to Credit Committee
Low
Initiate Monthly Monitoring
Medium

Relationship Team

Relationship Manager
Emily Martinez
emily.martinez@bank.com
+1 555 0044
Portfolio: $2.24B
Credit Risk Manager
Mia Rodriguez
mia.rodriguez@bank.com
+1 555 0132
Portfolio: $2.26B
Business Head
Ava Johnson
ava.johnson@bank.com
+1 555 0198
Portfolio: $1.94B
MonthFundedNon-FundedTotalUtilizationBanksRating
2026-06$3.26M$2.66M$5.92M74.1%2Normal
2026-05$3.59M$2.04M$5.63M74.5%2Normal
2026-04$3.66M$1.99M$5.65M70.8%3Normal
2026-03$3.52M$2.24M$5.76M70.7%3Normal
2026-02$3.36M$2.40M$5.76M73.5%3Normal
2026-01$3.13M$2.48M$5.61M79.4%3Normal
2025-12$2.98M$2.53M$5.51M75.9%3Normal
2025-11$3.61M$1.77M$5.39M80.4%3Normal
2025-10$2.79M$2.43M$5.21M79.0%3Normal
2025-09$3.23M$2.21M$5.44M73.2%3Normal
2025-08$3.23M$2.30M$5.53M74.7%3Normal
2025-07$3.75M$1.96M$5.71M69.7%3Normal