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Commercial Portfolio — Overview

The commercial & member-business book, and where the annual-review maintenance stands ahead of the Oct 5 NCUA exam.

Book outstanding16 credits
$23.6M
Book reviewed▲ Rockne
50%
Open exceptions▼ clearing
8
Days to exam2026-10-05
42

Book reviewed — trailing weeks + projection to exam

Cumulative credits Rockne has cleared, dashed from today toward a fully-reviewed book by October 5.

8/16 today
0491318Jul 6Jul 20Aug 3Aug 17Aug 31Sep 28Oct 5

Book by facility

Outstanding balance by facility type

$23.6MBook

Risk-grade distribution

Credits by Rockne's proposed grade

3
2 · Strong$10.0M
7
3 · Good$7.3M
2
4 · Acceptable$281K
2
5 · Watch$4.8M
2
7 · Substandard$1.2M

Sector concentration

Diocesan, senior-living, hospitality, and the rest — the concentration lens an examiner scans first.

Senior Living$7.3M· 2
Medical Office$5.6M· 1
Parish / Religious$3.8M· 3
Catholic Education$2.5M· 1
Commercial Real Estate$1.5M· 1
Hospitality$880K· 1
Construction$610K· 1
Office / Commercial$445K· 1
Restaurant / Hospitality$340K· 1
Manufacturing / Retail$265K· 1
Landscaping / Services$185K· 1
Food & Beverage$128K· 1
Concessions / Events$96K· 1

Synthetic 16-credit book. Rockne reviewed the whole book in under a minute — roughly 12 hours of hand-spreading at 45 min/credit. Balances, grades, and exceptions compute live from the credits in this workspace; the trend line is illustrative.