The objective of this two-day, in-person training is to provide a fundamental understanding of the SBA 7(a) Loan Program. Important topics not to be missed include:
Attendees receive a comprehensive & highly beneficial electronic resource guide for future quick reference.
This course is suitable for employees of financial institutions involved in SBA lending or that are planning to become involved in SBA lending. Employees who will benefit from attending are those involved in delivering SBA loans, especially loan officers, portfolio managers, credit analysts, loan documentation specialists, loan processors, loan closers, and credit administration. Additionally, attorneys, accountants, and economic development professionals would come away with a better understanding of how the SBA 7(a) loan program would benefit their clients.
The objective of this one-day, in-person training is to provide a fundamental understanding of the SBA Express Loan Program and its unique characteristics that set it apart from the SBA 7(a) Loan Program. Important topics not to be missed include:
Examples of a Loan Authorization, Note, and Guaranty required for loan closing will be provided. Attendees receive a comprehensive & highly beneficial electronic resource guide for future quick reference.
This course is suitable for employees of financial institutions involved in SBA Express lending or that are planning to start providing SBA Express loans. Employees who will benefit from attending are those involved in delivering SBA loans, especially loan officers, portfolio managers, credit analysts, loan documentation specialists, loan processors, loan closers, and credit administration.
The objective of this two-day, in-person training is to provide in-depth instruction on how to perform compliant SBA credit underwriting for five of SBA’s loan programs. The Model for successfully completing SBA credit underwriting includes discussion of:
Specific guidance on how to approach and apply The Model for the General 7(a), 7(a) Small, Express, CAPLine, and 504 loans programs will be covered. Case studies will be used to emphasize the practical application of the concepts & requirements that are discussed. Attendees receive a comprehensive & highly beneficial electronic resource guide for future quick reference.
This course is recommended for employees of financial institutions who have responsibility for conducting the credit underwriting function for their institution’s SBA loans, especially loan officers, portfolio managers, credit analysts, and credit administration. Attendees should have conventional commercial underwriting experience and a basic understanding of financial statements & tax returns, as this course will not address basic accounting or financial statement/tax return analysis. This course is recommended for individuals with limited exposure to SBA lending who are ready to fully understand SBA’s credit underwriting requirements and for those with years of SBA lending experience who are ready for a “refresher” on SBA’s current underwriting requirements.
The objective of this one-day, in-person training is to provide in-depth instruction on how to efficiently & accurately process an SBA loan application. This course will cover the following topics:
Attendees receive a comprehensive & highly beneficial electronic resource guide for future quick reference.
This course is recommended for employees of financial institutions who have responsibility for preparing the SBA loan application and submitting it to SBA, especially portfolio managers, credit analysts, loan documentation specialists, loan processors, and loan closers.
The objective of this one-day, in-person training is to provide in-depth instruction on how to efficiently & accurately close and disburse an SBA loan. This course will cover the following topics:
Attendees receive a comprehensive & highly beneficial electronic resource guide for future quick reference.
This course is recommended for employees of financial institutions who have responsibility for preparing SBA loan closing documentation, especially portfolio managers, loan documentation specialists, loan processors, and loan closers. Additionally, attorneys involved in advising financial institutions about their SBA loan portfolio and/or who are preparing loan closing documentation may benefit from a deeper understanding of the “special handling” required by the Federal government for SBA guaranteed loans.
The objective of this one-day, in-person training is to provide in-depth instruction on how to service the lending institution’s SBA portfolio in an SBA compliant manner. This course will cover the following topics:
Attendees receive a comprehensive & highly beneficial electronic resource guide for future quick reference.
This course is recommended for employees of financial institutions who have responsibility for conducting loan servicing on SBA guaranteed loans, especially credit analysts, portfolio managers, loan documentation specialists, loan processors, loan closers, and credit administration. Additionally, attorneys involved in advising financial institutions about their SBA loan portfolio may benefit from a deeper understanding of the “special handling” required by the Federal government for SBA guaranteed loans.
Half-day course will provide participants with a fundamental understanding of the concepts and requirements that are unique to SBA Lending. Participants will leave with a better understanding of how and when to use the SBA 7(a) program. The course will further cover common mistakes that lenders’ make which can jeopardize their guarantee.
It also provides specific guidance for two popular types of loan requests, change of ownership and debt refinance, as well as requirements for using the 7(a) program for construction financing.
Agenda: