Free

WBD Fundamentals of SBA 7(a) Lending (2-day Class) - Waukesha

Event Information

Share this event

Date and Time

Location

Location

Waukesha County Technical College

800 Main Street

Q Building, Room #Q369 (Training Room C)

Pewaukee, WI 53072

View Map

Event description

Description

This 2-day course will provide attendees with a fundamental understanding of the SBA 7(a) lending program. Course content will focus on providing a general overview, including terminology; eligibility; program parameters; underwriting requirements; application submission; understanding the Authorization; loan closing & disbursement; and loan servicing. Attendees will have the opportunity to network and share best practices with like-minded financial services professionals who are involved with SBA lending at their institution.

WBD Contact:

Jeff Sheffler, VP Training & Development, WBD Service Company, LLC - jsheffler@wbd.org or (920) 966-1486

Course Overview:

Day 1 – Fundamentals of SBA 7(a) Lending: Eligibility & Origination

A. Why SBA and Agency Overview

B. SBA Program Parameters

C. Program Eligibility – Qualifying the Project, the Business, and the Owner(s)

D. Submitting the Application

Day 2 – Fundamentals of SBA 7(a) Lending: Loan Closing & Servicing

A. Review of Loan Authorization

B. Documentation Requirements (i.e. Note, Guaranty, Collateral, Insurance, etc.)

C. Documenting Disbursements & Use of Proceeds

D. Conducting Tax, Lien & Judgment Searches

E. Documenting Construction Loans, Leases & Other Agreements

F. Common Loan Servicing Requests & Best Practices

Cost

Register today and WBD will invoice you for payment. Rates are $650 for the first person from an institution/organization, $325 for the second person (same institution/organization), and $100 for the third person (same institution/organization). Please disregard the word "Free" that appears just above the green "Register" button, as this ipertains to 3rd party registration fees, and is not indicative of the cost of this training event.

NOTE: This class will be a prerequisite for more in-depth SBA classes that will be offered by WBD in 2019 including, Underwriting, Application Processing, Loan Servicing, and more!

Share with friends

Date and Time

Location

Waukesha County Technical College

800 Main Street

Q Building, Room #Q369 (Training Room C)

Pewaukee, WI 53072

View Map

Save This Event

Event Saved