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Dallas Area - 7(a) Lender Classroom Training
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Dallas Area - 7(a) Lender Classroom Training

4/1/2019 to 4/4/2019
When: April 1-4, 2019
8:30-4:30 pm Daily
Where: Plano Shops at Legacy
5851 Legacy Circle
2nd Floor – Baccus Conference Room
Plano, Texas  75024
United States
Contact: NAGGL

Online registration is closed.
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April 1-2
Basic Credit Analysis*

Registration Deadline: March 15
Instructor: Rachel Zippwald (NAGGL)
Fee: $795 Mbr, $1,195 Non-Mbr, $615 Govt

Using plenty of examples, this two-day course walks students through core credit analysis concepts, including an exploration of ratio analysis, analyzing projections, understanding cash flow, determining repayment ability, preparing the credit memo to meet SBA requirements – and more. SBA mandates debt service coverage ratios and the agency’s oversight arm continues to focus on lenders' underwriting practices. This course helps you understand underwriting the ‘SBA way’ to avoid potential pitfalls that can put your SBA guaranty at risk. 

April 3-4
Closing and Funding the SBA Loan
Registration Deadline: March 15
Instructor: Rachel Zippwald (NAGGL)
Fee: $795 Mbr, $1,195 Non-Mbr, $615 Govt

A two-day course designed for anyone who prepares loan closing documents and coordinates key participants and events during loan closing. Suggested Prerequisite: Understanding the SOP 50 10

* 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.
• NAGGL reserves the right to cancel any program and assumes no responsibility for personal expenses.
• Onsite check-in begins: 8:00 am
• Sessions: 8:30 am-4:30 pm

Course Attendee Minimum: 20

With fewer than 20 registrants as of March 15 the course may be canceled.

Potential Accommodations
Ask or search for best available hotel location and rate; no group rates negotiated. Hotels listed are within 1½  miles of the training location. There are also many other hotels nearby.

Hilton Dallas/Plano Granite Park | 469.353.5000

Aloft Plano | 214.474.2520

Courtyard Dallas Plano Legacy Park | 972.403.0802

Embassy Suites Dallas Frisco | 972.712.7200

SpringHill Suites Dallas Plano/Frisco | 469.362.7773

Hyatt House Frisco | 972.668.4500

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