SBA 7(a) Lending Training

Course Summary

This two-day, in-person training provides a practical, beginning-to-end understanding of the SBA 7(a) loan lifecycle—from eligibility and underwriting through closing, servicing, and liquidation. The course emphasizes current SBA SOP requirements, sound credit practices, and documentation standards designed to protect the SBA guaranty.

Course Details

Dates:

Day 1: Tuesday, October 13, 2026 (10:00 AM – 4:00 PM)

Day 2: Wednesday, October 14, 2026 (9:00 AM – 3:00 PM)

Location: Wisconsin Bankers Association, 4721 S. Biltmore Lane, Madison, WI

Format: Two-day in-person course (10 hours)

Meals: Onsite lunch provided each day by WBD from 12pm-1pm

Pricing

Standard Registration: $995

Premier Member Rate: $895

Capacity limited to 24 participants. Registration ends October 1, 2026.  Early registration recommended. 

Who Should Attend

Anyone interested in expanding knowledge to provide and support SBA solutions to small business borrowers

• SBA Loan Officers
• Credit Analysts
• Loan Processors
• Servicing Staff

What Participants Will Learn

• Evaluate and document SBA 7(a) eligibility
• Apply SBA underwriting standards
• Prepare audit-ready loan application packages
• Interpret SBA Terms & Conditions and translate them into compliant closing and disbursement actions
• Manage post-closing servicing activities in accordance with SBA requirements
• Navigate default and liquidation responsibilities to preserve the guaranty

Presenters will utilize real life examples and case studies throughout the training course as an opportunity for participants to be exposed to practical situations.

Course Agenda

Day 1: Origination, Eligibility, Underwriting, & Application

• Program overview and loan lifecycle
• Eligibility fundamentals and common gray areas
• Underwriting and credit analysis
• Loan structuring considerations
• Application packaging

Day 2: Closing, Servicing & Liquidation

• Terms & Conditions review, closing, and disbursement
• Servicing requirements and ongoing compliance
• Liquidation basics and guaranty protection

Value to Your Institution

• Reduce eligibility and documentation errors
• Improve underwriting consistency and file quality
• Strengthen servicing and liquidation execution with confidence
• Protect the SBA guaranty and reduce post-closing risk

Delivered by WBD, Inc. | Trusted SBA lending expertise

Meet the Expert Presenters

Becky Schneider has 29 years experience working with the SBA 7(a) loan program. She began her career in 1997 with WBD, specializing in 7(a) packaging services and also serving as a 504 credit analyst. In 2001, Becky transitioned to Associated Bank, a leading SBA Express and Preferred Lender, where she was a founding member of the bank’s centralized government guaranteed lending team. Becky then rejoined WBD in 2015 in her current role as Lender Services Manager, providing 7(a) packaging and consulting services for our lender clients. Becky enjoys helping lenders with determining SBA eligibility and loan structure, preparing 7(a) and Express loan packages in compliance with SBA requirements, and creating tools and systems to maximize efficiency of processes and procedures.

Jill Faber started her career as a personal banker in 2004 with Wells Fargo Bank. In 2007 she made the switch to commercial banking and was employed with Hometown Bank (since acquired by Bank First), an SBA Express and PLP Lender, as a Credit Analyst for 16 years. She has extensive knowledge of the 7(a) SBA loan programs including origination (underwriting & packaging), servicing and liquidation. Jill has been a Lender Services Manager with WBD since September 2023 and has enjoyed being able to continue assisting lenders with their SBA needs.

Lodging

WBD has reserved a room block at nearby Cambria Hotel Madison East (5045 Eastpark Blvd., just two blocks from the training) for the evenings of October 12 & 13 at $96 per night. This room block will only be available until Sept. 13. Guests are responsible for their own room charges.

To take advantage of this lodging offer, call the hotel at 608.241.7070 and ask for the WBD Room Block or go online to reserve a room here.

Link for hotel block room registration: https://www.choicehotels.com/reservations/groups/NS80A5