Series 1: CDFI Microlending Origination and Portfolio Management Series

CAMEO Network is a national micro-business association made up of 400 organizations, agencies, and individuals dedicated to furthering Micro-Business development with small and micro-business financing such as loans and credit, technical assistance and business management training. Annually, CAMEO members serve about 200,000 very small businesses with training, business and credit assistance and loans. These firms – largely start-ups with less than six employees – support or create 300,000 new jobs and generate a total of $15 billion in economic activity.

CAMEO Network

Join series 1 of our 10-part series on CDFI Microlending Origination and Portfolio Management Series, April 18th - May 23rd.

Join CAMEO’s National CDFI Academy for a comprehensive series designed to enhance your skills and knowledge in CDFI microlending origination and portfolio management. The 10-course series on CDFI Microlending Origination and Portfolio Management will be split into two parts: 6 sessions on CDFI Microlending Origination, taking place from April 18th to May 23rd, and 4 sessions on <a href="https://www.eventbrite.com/e/876081632747?aff=oddtdtcreator" title="https://www.eventbrite.com/e/876081632747?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Portfolio Management</a>, scheduled for July 11th to August 1st.Whether you’re new to the industry, transitioning to a new role, or seeking to deepen your expertise, this series offers a structured learning path covering essential topics from functional alignment to portfolio performance oversight. While these courses are designed to build upon each other, we understand that everyone's schedule is unique. Feel free to register for the sessions that best suit your schedule, whether it's one or all of them.Don’t miss this NO COST opportunity to enhance your skills and advance your career in CDFI microlending operations and portfolio management. Reserve your spot today! Please look out for a Goolge Calendar invite for the course that you have registered for, typically sent 3 days before the course begins! Series 1: CDFI Microlending OriginationSession 1: Overview of Lending Functional Alignment, April 18thSession 2: Pipeline Development and Building a Mission-driven Sales Team, April 25thSession 3: Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, May 2ndSession 4: Microloan Underwriting I, May 9thSession 5: Microloan Underwriting II, May 16thSession 6: Loan Approval and Loan Committee, May 23rd<a href="https://www.eventbrite.com/e/876081632747?aff=oddtdtcreator" title="https://www.eventbrite.com/e/876081632747?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Series 2: Portfolio Management</a>Session 1: Overview of Portfolio Management Functions, July 11thSession 2: Loan Closings, Disbursements, Servicing, and Annual Credit Reviews, July 18thSession 3: Delinquency Management, July 25thSession 4: Portfolio Performance Oversight and Review, August 1st

CDFI Microloan Origination Series Overview Session 1: Overview of Lending FunctionalAlignment, April 18th Time: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Define core functions within a lending program.</li><li>Identify effective alignment using a functional organizational chart.</li><li>Learn assessment processes to evaluate current staff structure.</li><li>Understand implementation steps to migrate staffing structure.</li><li>Explore key elements of job postings and descriptions.</li></ul>Session 2: Pipeline Development and Building a Mission-driven Sales Team, April 25th Time: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Define key terms in the CDFI Industry and related certification requirements.</li><li>Learn strategies to identify target market characteristics and needs.</li><li>Assess staff alignment to support target market characteristics.</li><li>Understand components of pipeline development and tracking.</li><li>Explore continuous improvement strategies for increased results.</li></ul>Session 3: Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, May 2nd Time: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Define the role and importance of the intake function.</li><li>Understand prequalification requirements and underwriting criteria.</li><li>Identify elements of successful loan application and required documents.</li><li>Explore efficient loan packaging processes.</li><li>Differentiate pre-loan technical assistance from loan packaging.</li></ul>Session 4: Microloan Underwriting I, May 9th Time: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Understand prequalification requirements and underwriting criteria.</li><li>Learn predictors or repayments for microloans.</li><li>Assess credit and repayment for microloans.</li><li>Evaluate cash flow through Global Debt Service Coverage.</li></ul>Session 5: Microloan Underwriting II, May 16th Time: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Revisit key content from Microloan Underwriting I.</li><li>Define roles of co-signers and guarantors.</li><li>Explore predictors of repayment for larger loans.</li><li>Identify successful underwriting approaches.</li><li>Strategies for staffing the underwriting function.</li></ul>Session 6: Loan Approval and Loan Committee, May 23rd Time: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Identify key elements of a loan approval authority policy.</li><li>Define responsibilities and structure of a loan committee.</li><li>Understand required loan committee skills for risk management.</li><li>Define core elements of an effective loan committee charter.</li></ul>

<h3>About the Instructor</h3>This course being offered from CAMEO’s National CDFI Academy will be presented by an industry expert.

<h3>No Fee to Participate</h3>A very special thank you to the SBA PRIME Grant for funding this series!"Funded [in part] through a Cooperative Agreement with the U.S. Small Business Administration," there is NO FEE TO PARTICIPATE!

<h3>Who should attend this course?</h3>Given our intending funding and audience for these classes, the basic requirement is that you represent a nonprofit organization who is intending to make loans, a CDFI, or mission-based lender. We unfortunately are not able to accommodate for profit companies.To ensure a focused and interactive learning environment, we encourage no more than 3 or 4 participants per organization.

<h3>Questions Regarding Course Content?</h3>Please contact Douglas Craven: Senior Program Manager, CDFI Programs at dcraven@CAMEOnetwork.org.

<h3>CAMEO Membership and Trouble Registering</h3>To learn more about CAMEO membership benefits and pricing, please click <a href="https://cameonetwork.org/cameo-membership/join-cameo/" title="https://cameonetwork.org/cameo-membership/join-cameo/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">here</a>. Scholarships are available for organizations that qualify. Please contact Dara Dado at ddado@CAMEOnetwork.org to learn more about CAMEO Memberships or if you are having trouble registering. Note: See <a href="https://cameonetwork.org/uncategorized/image-release-form/" title="https://cameonetwork.org/uncategorized/image-release-form/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Image Release Form</a> for more details.

Series 1: CDFI Microlending Origination and Portfolio Management Series

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Series 1: CDFI Microlending Origination and Portfolio Management Series

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