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WEBExpress: Writing a 7(a) Credit Memo for Loans Over $350,000
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WEBExpress: Writing a 7(a) Credit Memo for Loans Over $350,000

When: June 6, 2019
Noon - 1:30 pm CENTRAL TIME
Access instructions provided via email 24 hours prior to event
United States
Contact: NAGGL

Online registration is closed.
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June 6

WEBExpress: Writing a 7(a) Credit Memo for Loans Over $350,000

Fee (per location connection): $355 Mbr; $535 Non-Mbr; $285 Govt
Registration Deadline: 
June 4 (or until sold out)
Instructor: Mimi Case (US Bank)

A common screen-out reason at the LGPC is an “incomplete credit memo” and SBA scrutinizes any delegated lender’s credit memo in early default situations to assess whether improper underwriting contributed to the default. SBA looks critically at a lender’s credit memo both at origination and at liquidation; the SOP 50 10 requires lenders to produce a comprehensive credit memo. But just what should the lender include? This session discusses the five different credit requirements and takes an in-depth look at what is required to be analyzed and discussed in a lender’s credit memo for loans over $350,000. Mimi Case (US Bank) shares tips for writing a comprehensive credit memo that analyzes the credit decision and meets SBA requirements.

LIVE Presentation Runs: 1:00-2:30 pm Eastern | Noon-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00-11:30 am Pacific

Instructions for login will be distributed approximately 24 hours in advance of the session!

*Any transmission or retransmission to additional sites/rooms by any means, including, but not limited to, the use of a telephone conference bridge (whether or not owned by the registrant), is strictly prohibited.

First line = $355

Additional Lines:

2-10 additional lines = $145 for each additional line
>10 additional lines = $125 for each additional line
Purchase additional lines online or download a registration form at

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