Evergreen Logistics LLC

CIF-00070 · U75069GE2014PLC100070 · Manufacturing · Micro Enterprise · Germany

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RM: Harper Davis
Credit Risk Manager: Michael Miller
Exposure: $50.81M
CBRB: OLEM
Internal: Normal
Risk Score:43 · Medium
Total Exposure
$50.81M
Prev: $49.14M3.4%
Utilization
23.9%
Prev: 26.4%2.5pp
Banking Relationships
5
Prev: 50.0
CBRB Rating
OLEM
Prev: OLEM
Internal Rating
Normal
Prev: Normal
Open Alerts
2
C 0
H 0
M 2
L 0

Exposure Trend Analysis · 24 Months

Funded · Non-Funded · Total

Utilization Trend · Reporting Bank vs Other Banks

Threshold 70%

Rating Migration Timeline

2024-07
Normal
Start
2025-09
OLEM
Downgrade

Banking Relationship Trend · Number of Banks (CBRB)

Increase Decrease No Change

Alert History · 3

DateAlert TypeSeverityDescriptionStatusAssigned ToResolved
3/2/2026Exposure IncreaseMediumSystem-wide exposure increased materially over the prior month.
Dismissed
Matthew Sanchez
4/17/2026Exposure IncreaseMediumSystem-wide exposure increased materially over the prior month.
Open
Isabella Williams
4/7/2026Exposure IncreaseMediumSystem-wide exposure increased materially over the prior month.
In Review
Christopher Lopez

AI Risk Score

43
/ 100
Medium Risk
Low
0-30
Med
31-60
High
61-80
Crit
81-100

Risk Driver Analysis

CBRB Rating Migration+21
Banking Relationship Growth+15
Industry Concentration+12
Utilization Level+6
Exposure Growth Trend+5
Internal Rating Drift+5

AI Risk Commentary

AI
Customer exposure increased by 3.4% month-over-month, currently at $50.81M. Banking relationships moved from 5 to 5 banks per CBRB data. CBRB rating remained stable from OLEM to OLEM. Current utilization is 23.9%. Overall borrower risk is assessed as medium.

Recommended Actions

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

Relationship Team

Relationship Manager
Harper Davis
harper.davis@bank.com
+1 555 0220
Portfolio: $2.09B
Credit Risk Manager
Michael Miller
michael.miller@bank.com
+1 555 0033
Portfolio: $2.26B
Business Head
Matthew Sanchez
matthew.sanchez@bank.com
+1 555 0099
Portfolio: $2.20B
MonthFundedNon-FundedTotalUtilizationBanksRating
2026-06$33.41M$17.40M$50.81M23.9%5OLEM
2026-05$29.94M$19.21M$49.14M26.4%5OLEM
2026-04$31.77M$18.42M$50.18M26.7%5OLEM
2026-03$32.36M$17.14M$49.50M32.0%5OLEM
2026-02$27.99M$22.57M$50.56M26.2%5OLEM
2026-01$30.92M$20.02M$50.94M31.3%5OLEM
2025-12$30.00M$22.48M$52.47M35.6%5OLEM
2025-11$31.30M$20.36M$51.66M38.7%5OLEM
2025-10$34.59M$18.24M$52.84M40.4%5OLEM
2025-09$33.33M$16.94M$50.27M37.1%5OLEM
2025-08$26.41M$22.99M$49.40M41.0%5Normal
2025-07$28.40M$23.32M$51.72M42.4%5Normal