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Stuart, FL - 7(a) Lender Classroom Training
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Stuart, FL - 7(a) Lender Classroom Training

Courses qualify for NAGGL Lender Diploma Program credit.

12/4/2017 to 12/7/2017
When: December 4-7, 2017
8:30-4:30 pm Daily
Where: Indian River State College – Wolf Technology Center
2400 Southeast Salerno Road
Johnson Auditorium
Stuart, Florida  34994
United States
Presenter: Michael Downes (TD Bank) / Mike Shepherd (JPMorgan Chase)
Contact: NAGGL
405.377.4022


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Stuart, FL - 7(a) Lender Classroom Training
December 4-7, 2017

December 4-5
Fundamentals of SBA Credit Underwriting *

Registration Deadline: November 17
Instructor: Michael Downes (TD Bank)
Fee: $725 Mbr, $1,125 Non-Mbr, $500 Govt

This two-day course that runs 8:30 am-4:30 pm daily uses case studies to walk-through credit underwriting ‘the SBA way’ and explore ratio analysis, analyzing projections, determining repayment ability, preparing the credit memo, and more. SBA now mandates debt service coverage ratios and the agency’s focus on lenders' underwriting practices remains strong. Learn the potential pitfalls that can put your SBA guaranty at risk.

• Evaluating the Loan Request
• Analyzing Financial Statements
• Assessing Projections
• Analyzing Global Cash Flow
• Assessing Working Capital Adequacy
• Preparing the Pro Forma Balance Sheet
• Evaluating Management, Collateral
• Writing the Loan Report
• Avoiding Common Errors

December 6-7
SBA Loan Servicing and Liquidation *

Registration Deadline: November 17
Instructor: Mike Shepherd (JPMorgan Chase)
Fee: $725 Mbr, $1,125 Non-Mbr, $500 Govt

A two-day course that runs 8:30 am-4:30 pm daily for those responsible for managing their institution’s SBA loan portfolio’s servicing and liquidation processes in accordance with the 7(a) Servicing & Liquidation SOP 50 57.

• Definitions
• Lender Performance Standards
• Loan Servicing
• Loan Liquidation
• Workouts
• Litigation
• Offers in Compromise
• Charge-Off and Wrap-Up Procedures
• Guaranty Purchases


* Course qualifies for NAGGL Lender Diploma Program credit.



Registration Information

• Registration fee includes course materials, continental breakfast, light lunch, and refreshment break. NAGGL cannot accommodate special dietary requests for training courses. Meals are typically served buffet-style and registrants are solely responsible for their food selections.
• Travel, lodging, and expenses not included.
• Onsite check-in begins: 8:00 am
• Sessions: 8:30 am-4:30 pm

Course Attendee Minimum: 20
With fewer than 20 registrants per course as of November 17 the course may be canceled.

Potential Accommodations
Ask or search for best available hotel location and rate; no group rate negotiated.

Holiday Inn Express Stuart > | 772.287.2522 
Approx. 3 miles to/from training location

Courtyard by Marriott Stuart > | 772.781.3344
Approx. 3 miles to/from training location

Hutchinson Island Marriott > | 772.225.3700 
Approx. 6 miles to/from training location

This event is being brought to you through a cooperative agreement between NAGGL and SeacoastBank.

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2/22/2018 » 2/23/2018
SBA Lender Leadership Summit