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Portland, ME - 7(a) Lender Classroom Training
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Courses qualify for NAGGL Lender Diploma Program credit.

11/14/2017 to 11/16/2017
When: November 14-16, 2017
8:30-5:00 pm Daily
Where: Portland Regency Hotel – Regency Room
20 Milk Street
Portland, Maine  04101
United States
Presenter: Jane Butler (NAGGL)
Contact: NAGGL

Online registration is closed.
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Portland, ME - 7(a) Lender Classroom Training
November 14-16, 2017

November 14-15
SBA Loan Servicing and Liquidation *

Registration Deadline: October 27
Instructor: Jane Butler (NAGGL)
Fee: $725 Mbr, $1,125 Non-Mbr, $500 Govt

A two-day course that runs 8:30 am-5:00 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

November 16
How to Get SBA to Honor Its Guaranty *

Registration Deadline: October 27
Instructor: Jane Butler (NAGGL)
Fee: $495 Mbr, $895 Non-Mbr, $345 Govt

SBA only honors its loan guaranty if the lender can document that it “made, closed, serviced and liquidated the loan in accordance with SBA Loan Program Requirements and prudent lending practices”.  This one-day course that runs 8:30 am-5:00 pm provides guidance on the mechanics of the purchase process including requirements related to completion and submission of CPC Tabs, Purchase Tabs and Charge-off Tabs, and demystifies the new mandate that lenders “resolve” loans within 24 months of SBA’s purchase—or risk forfeiting the guaranty.  Since protecting the guaranty starts during loan origination and continues through the purchase process, this course also shares tips for avoiding common deficiencies that result in repairs or denials of liability, making this a “must-take” course for every 7(a) lender.

• SBA’s Guaranty Purchase Philosophy
• When and How to Properly Request Purchase
• Understanding the SBA 10 Tab Purchase System
• Common Denial of Liability Reasons 
• SBA’s Purchase Review Process
• How to Handle Proposed Repairs and Denials of Liability
• Care and Preservation of Collateral (CPC) Tabs
• Lenders’ Post-Purchase Responsibilities

* Course qualifies for NAGGL Lender Diploma Program credit.

Registration Information

• Registration fee includes course materials, continental breakfast, and refreshment breaks. Lunch on your own. 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
• Daily sessions: 8:30 am-5:00 pm

Course Attendee Minimum: 20
With fewer than 20 registrants per course as of October 27 the course may be canceled.

Potential Accommodations
Ask or search for best available hotel location and rate; no group rate negotiated. Hotels listed are very close and within walking distance of the training location. There are also many other hotels nearby.

Portland Regency Hotel > | 207.774.4200
Hyatt Place Portland Old Port  > | 207.775.1000
Hilton Garden Inn Portland Waterfront > | 207.780.0780
Hampton Inn Portland Waterfront > | 207.775.1454
Portland Harbor Hotel > | 207.775.9090
The Press Hotel (Marriott) > | 207.573.2425

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