Atlantic Technologies Group

CIF-00110 · U75109JA2014PLC100110 · Wholesale Trade · Large Corporate · Japan

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RM: Isabella Williams
Credit Risk Manager: Ava Johnson
Exposure: $10.18M
CBRB: OLEM
Internal: Normal
Risk Score:60 · Medium
Total Exposure
$10.18M
Prev: $10.48M2.9%
Utilization
94.1%
Prev: 96.5%2.4pp
Banking Relationships
1
Prev: 10.0
CBRB Rating
OLEM
Prev: OLEM
Internal Rating
Normal
Prev: Normal
Open Alerts
2
C 1
H 0
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 OLEM.

Banking Relationship Trend · Number of Banks (CBRB)

Increase Decrease No Change

Alert History · 5

DateAlert TypeSeverityDescriptionStatusAssigned ToResolved
5/29/2026Exposure IncreaseLowSystem-wide exposure increased materially over the prior month.
Resolved
Olivia Taylor5/29/2026
1/29/2026Exposure Shift to Other BanksCriticalExposure with our bank declined while CBRB system exposure remained stable, indicating a shift to competitors.
In Review
Ryan Harris
6/4/2026Exposure IncreaseLowSystem-wide exposure increased materially over the prior month.
Open
Ella Anderson
5/30/2026Decrease in Number of BanksHighOne or more banks have exited the relationship.
Dismissed
Matthew Sanchez
1/27/2026Exposure Shift to Other BanksHighExposure with our bank declined while CBRB system exposure remained stable, indicating a shift to competitors.
Resolved
Sophia Thompson1/27/2026

AI Risk Score

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

Risk Driver Analysis

Utilization Level+24
CBRB Rating Migration+21
Industry Concentration+12
Banking Relationship Growth+6
Exposure Growth Trend+5
Internal Rating Drift+5

AI Risk Commentary

AI
Customer exposure decreased by 2.9% month-over-month, currently at $10.18M. Banking relationships moved from 1 to 1 banks per CBRB data. CBRB rating remained stable from OLEM to OLEM. Current utilization is 94.1% — 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
Isabella Williams
isabella.williams@bank.com
+1 555 0110
Portfolio: $2.11B
Credit Risk Manager
Ava Johnson
ava.johnson@bank.com
+1 555 0198
Portfolio: $1.94B
Business Head
Grace Lee
grace.lee@bank.com
+1 555 0264
Portfolio: $2.12B
MonthFundedNon-FundedTotalUtilizationBanksRating
2026-06$5.99M$4.18M$10.18M94.1%1OLEM
2026-05$5.67M$4.81M$10.48M96.5%1OLEM
2026-04$5.82M$4.48M$10.30M98.2%1OLEM
2026-03$7.25M$3.55M$10.80M96.9%1OLEM
2026-02$5.68M$4.51M$10.20M94.4%1OLEM
2026-01$5.85M$4.20M$10.05M91.6%1OLEM
2025-12$6.57M$3.23M$9.80M88.3%2OLEM
2025-11$5.43M$3.87M$9.31M84.8%2OLEM
2025-10$5.33M$3.62M$8.96M81.6%2OLEM
2025-09$4.84M$3.74M$8.58M76.0%2OLEM
2025-08$4.65M$3.78M$8.43M79.8%2OLEM
2025-07$4.82M$3.84M$8.66M82.4%2OLEM