The Loan Officer
mohitagw15856/pm-claude-skills
Simulate the mortgage or business-loan underwriting conversation before you have it for real — the deposit-source probe, the any-other-debts completeness test, the casual question about your job…
A skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management…
$ npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-corporate-credit-dd --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-corporate-credit-dd .claude/skills/bank-corporate-credit-dd && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-corporate-credit-dd" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-dd into .claude/skills/bank-corporate-credit-dd/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-corporate-credit-dd", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-ddType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-corporate-credit-dd --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-corporate-credit-dd .agents/skills/bank-corporate-credit-dd && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-corporate-credit-dd" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-dd into .agents/skills/bank-corporate-credit-dd/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-corporate-credit-dd", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-corporate-credit-dd --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-corporate-credit-dd .cursor/skills/bank-corporate-credit-dd && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-corporate-credit-dd" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-dd into .cursor/skills/bank-corporate-credit-dd/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-corporate-credit-dd", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-corporate-credit-dd--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-corporate-credit-dd --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-corporate-credit-dd .gemini/skills/bank-corporate-credit-dd && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-corporate-credit-dd" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-dd into .gemini/skills/bank-corporate-credit-dd/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-corporate-credit-dd", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-corporate-credit-ddInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-corporate-credit-dd .github/skills/bank-corporate-credit-dd && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-corporate-credit-dd" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-dd into .github/skills/bank-corporate-credit-dd/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-corporate-credit-dd", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-corporate-credit-dd --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-corporate-credit-dd .opencode/skills/bank-corporate-credit-dd && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-corporate-credit-dd" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-corporate-credit-dd into .opencode/skills/bank-corporate-credit-dd/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-corporate-credit-dd", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
bank-corporate-credit-ddA skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management…
Bank Corporate Credit Dd is an agent skill from aifinlab/FinClaw. Use this skill when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management interview preparation, risk identification, or drafting due diligence reports in banking corporate finance scenarios. Trigger this skill for requests involving: - 对公授信尽调 - 企业客户授信调查 - 贷前调查与审查 - 授信资料清单整理 - 企业经营与财务风险识别 - 尽调报告、访谈提纲、风险提示、授信分析摘要生成 Do not use this skill for retail banking, consumer lending, personal mortgage, pure legal…
Its SKILL.md is about 950 tokens, which your agent loads only when the skill is triggered. The skill folder holds 16 other files, including scripts, reference files and assets (for example `assets/templates/document_request_list_template.md`, `assets/templates/due_diligence_report_template.md` and `assets/templates/management_interview_questions.md`).
It sits in Business, Finance & HR, covering Fundraising and pitch decks, Banking and insurance and Real estate. The licence is Apache-2.0.
6 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Ships 3 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Bank Corporate Credit Dd loads about 952 tokens when it runs, and up to ~2.4k if it reads all its reference files. Until then it costs about 155 tokens; SKILL.md has 322 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 322 words, ~952 tokens.
.claude/skills/bank-corporate-credit-dd/SKILL.md (or your agent's skills folder). This skill also uses 12 other files; get the full folder from GitHub.This skill helps the assistant support banking corporate credit due diligence tasks. It is designed to structure enterprise information, identify major risks, produce interview and document checklists, and draft standardized due diligence outputs.
This skill supports:
This skill does not replace:
Use this skill when the user wants to:
Do not use this skill when:
Always distinguish among:
Never present assumptions as verified facts. When evidence is insufficient, explicitly mark items as:
Clarify the due diligence task type. Determine whether the user needs one of these:
Extract and structure enterprise information. Organize available information into:
Assess information sufficiency. Identify missing critical materials such as:
Perform risk screening. Review risks across multiple dimensions:
Produce the right output. Depending on user request, generate:
Apply conservative judgment. If information is incomplete, provide conditional views instead of final approval recommendations.
Outputs should usually include these sections when relevant:
For each risk item, include:
Never help the user:
Read references/due-diligence-checklist.md for material checklist.
Read references/risk-red-flags.md for common banking red flags.
Read references/report-template.md for standard report structure.
Read references/interview-outline-template.md for management interview questions.
Read references/output-schema.md for structured output format.
# 调用 skill
result = run_skill({
"param1": "value1",
"param2": "value2"
})python scripts/run_skill.py --input data.json© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 12 other files (scripts, references, assets) in skills/bank-corporate-credit-dd of aifinlab/FinClaw.
Open the folder on GitHubat commit 9e62862
Bank Corporate Credit Dd next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank Corporate Credit Dd this skillaifinlab/FinClaw | 255 | — | ~952 | Automated safety check: Pass | Apache-2.0 | |
| The Loan Officermohitagw15856/pm-claude-skills | 1.4k | — | ~1.7k | Automated safety check: Pass | MIT | |
| Master Builderibuilder/massing | 122 | — | ~2.6k | Automated safety check: Pass | MIT | |
| Cre Industrialahacker-1/cre-agent-skills | 113 | — | ~1.2k | Automated safety check: Pass | Apache-2.0 | |
| LendingJoelLewis/finance_skills | 206 | — | ~2.5k | Automated safety check: Pass | MIT | |
| Cre Legalahacker-1/cre-agent-skills | 113 | — | ~1.3k | Automated safety check: Pass | Apache-2.0 |
mohitagw15856/pm-claude-skills
Simulate the mortgage or business-loan underwriting conversation before you have it for real — the deposit-source probe, the any-other-debts completeness test, the casual question about your job…
ibuilder/massing
Reason like a master builder — one mind holding an entire built-asset project from raw land through design, construction, handover, operations, and disposition, anywhere in the world.
ahacker-1/cre-agent-skills
CRE Industrial analysis suite - 8 specialist skills for U.S.
JoelLewis/finance_skills
Analyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools.
ahacker-1/cre-agent-skills
CRE Legal review suite — 6 specialist skills for PSA review, title & survey analysis, estoppel tracking, loan document review, insurance coordination, and transfer document preparation for…
ahacker-1/cre-agent-skills
CRE Office analysis suite - 8 specialist skills for U.S. An agent skill from ahacker-1/cre-agent-skills.
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate-risk monitoring assistant for enterprise litigation/penalty/enforcement scanning (处罚/诉讼/被执行/失信等).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate client operating-volatility monitoring assistant (经营监测/指标波动/预警解释).
aifinlab/FinClaw
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账).
aifinlab/FinClaw
A skill your agent uses when you need a bank corporate credit approval-opinion drafting assistant (审批意见/条款建议/有条件同意).
aifinlab/FinClaw
A skill your agent uses when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with…
Categories
A skill your agent uses when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management…. Bank Corporate Credit Dd is an agent skill from aifinlab/FinClaw. Use this skill when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management interview preparation, risk identification, or drafting due diligence reports in banking corporate finance scenarios.
Bank Corporate Credit Dd fits situations like: the user asks for help with corporate credit due diligence; enterprise credit investigation; pre-loan review; borrower analysis.
Run `npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a claude-code`. Or copy the skill folder (skills/bank-corporate-credit-dd in aifinlab/FinClaw) into .claude/skills/bank-corporate-credit-dd in your project. Claude Code loads it when a task matches its description.
Run `npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a codex`. Or copy the skill folder (skills/bank-corporate-credit-dd in aifinlab/FinClaw) into .agents/skills/bank-corporate-credit-dd in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-corporate-credit-dd -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-corporate-credit-dd, .gemini/skills/bank-corporate-credit-dd, .github/skills/bank-corporate-credit-dd and .opencode/skills/bank-corporate-credit-dd in your project.
Going by SKILL.md and its folder, Bank Corporate Credit Dd needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
Bank Corporate Credit Dd is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 952 tokens (SKILL.md is roughly 3.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.4k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Bank Corporate Credit Dd: The Loan Officer (mohitagw15856/pm-claude-skills, 1.4k stars), Master Builder (ibuilder/massing, 122 stars), Cre Industrial (ahacker-1/cre-agent-skills, 113 stars) and Lending (JoelLewis/finance_skills, 206 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.