$395 – $895

SBA Credit Underwriting/Application Processing - Eau Claire

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Chippewa Valley Technical College - Business Education Center

620 West Clairemont Avenue

Eau Claire, WI 54701

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Refunds up to 1 day before event

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Description

Participants will learn how to conduct SBA compliant credit underwriting for these SBA loan programs: General 7(a), 7(a) Small Loans, SBA Express, SBA CAPLines.

This course is recommended for financial institution employees who have responsibility for conducting credit underwriting for SBA loans, especially loan officers, portfolio managers, credit analysts, and those involved in credit administration. Attendees are highly encouraged, but not required, to have already attending WBD’s “Fundamentals of SBA 7(a) Lending” training course.

The objective of course is to provide in-depth instruction on performing SBA compliant credit underwriting for the five SBA loan programs mentioned above. The Model for successfully completing SBA credit underwriting includes discussion of:

  • Pre-screening Loan Requests
  • Business & Management Assessment
  • Avoiding Incomplete Credit Memos
  • Addressing Derogatory Personal Credit and/or Criminal History
  • Income Statement & Balance Sheet Analysis (historical & pro-forma)
  • Analyzing Business, Global & Personal Cash Flows
  • Assessing Collateral, including Life Insurance
  • Properly Underwriting Debt Refinance & Change of Ownership Projects
  • Understanding the Impact of Lending to “Franchises”

Select case studies will be reviewed to emphasize the practical application of the concepts of The Model. Attendees will receive a comprehensive digital resource guide for future quick reference.

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Date and Time

Location

Chippewa Valley Technical College - Business Education Center

620 West Clairemont Avenue

Eau Claire, WI 54701

View Map

Refund Policy

Refunds up to 1 day before event

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