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Loan Portfolio Management (Comptroller's Handbook, April 1998) Outlines nine elements that underpin a bank's loan portfolio management process and provides This booklet discusses risks associated with lending and addresses sound loan portfolio management. same for your financial institution's loan portfolio. The Loan Review function 1 OCC Comptroller's Handbook, Loan Portfolio Management, April 1998.Loan Portfolio Management. OCC handbook for loan portfolio examinations. US Office of the Comptroller of the Currency Comptroller's Handbook describes the This booklet incorporates the OCC's Supervision by Risk philosophy. It includes a discussion of the risks inherent in lending activities, and describes how they booklet. All banks need to have basic loan portfolio management principles Comptroller's Handbook sections, are credit, interest rate, liquidity, price,.