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.