$695

WBD Training Institute: SBA 7(a) Fundamentals Training (2-Day) - Madison

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Location

MATC

1701 Wright Street

Madison, WI 53704

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

Taught by the SBA experts from the WBD Training Institute, this 2-day course will provide participants with a fundamental understanding of SBA lending – from loan opportunity through a closed & funded SBA loan.

Focus will be on providing attendees with a general overview of SBA terminology; the programs and their terms/conditions; program eligibility rules; underwriting requirements; how to submit an application; understanding an Authorization; loan closing; and loan servicing.

Network with like-minded financial services professionals and to share your current SBA lending best practices.

A great opportunity for employees involved in Business/Commercial lending and/or SBA lending, including loan officers, credit analysts, loan & credit administration.

Agenda

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

  • A. SBA Fundamentals
  • B. Why SBA?
  • C. SBA Program Parameters
  • D. Program Eligibility – Qualifying the Project
  • E. Program Eligibility – Qualifying the Business
  • F. Program Eligibility – Qualifying the Owners
  • G. Submitting the Application

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

  • A. Review of Loan Authorization
  • B. Performing Loan Closing
  • C. Documenting Note, Guaranty & Collateral
  • D. Documenting Insurance & Equity Injection
  • E. Documenting Disbursements & Use of Proceeds
  • F. Conducting Tax, Lien & Judgment Searches
  • G. Documenting Construction Loans, Leases & Other Agreements
  • H. Common Servicing Requests & Loan Servicing Best Practices
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Date and Time

Location

MATC

1701 Wright Street

Madison, WI 53704

View Map

Refund Policy

Refunds up to 1 day before event

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