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Chicago, IL - Advanced SBA Loan Servicing and Liquidation
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Chicago, IL - Advanced SBA Loan Servicing and Liquidation

9/30/2019 to 10/1/2019
When: Sept. 30 - Oct. 1, 2019
8:30-4:30 pm Daily
Where: Radius Bank
10 South La Salle Street
3rd Floor Conference Room
Chicago, Illinois  60603
United States
Presenter: Mike Shepherd (JPMorgan Chase)
Contact: NAGGL

Online registration is closed.
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September 30-October 1

Advanced SBA Loan Servicing and Liquidation*

Registration Deadline: September 25 
Instructor: Mike Shepherd (JPMorgan Chase)
Fee: $795 Mbr, $1,195 Non-Mbr, $615 Govt

This two-day course provides practical guidance on meeting regulatory and policy requirements found in the 7(a) Servicing & Liquidation SOP 50 57, including proper loan servicing, reclassifying loan as 'in liquidation status', accurately completing the liquidation process, considering workouts and offers in compromise. This course relies heavily on case scenarios based on real-life liquidation situations.

• Program Guidance
• Loan Servicing, Including Secondary Market Limitations
• ‘Last Chance’ Loan Servicing (Workouts)
• Loan Liquidation  
• Offers in Compromise
• Guaranty Purchase Process
• Post-Purchase Activities (Wrap Up/Charge Offs, Referrals to Treasury, Referrals to OIG)

Prerequisite: Only students that have recently completed SBA Loan Servicing and Liquidation, or have several years of experience should attend the advanced course, which presumes an advanced knowledge of the 50 57 policies and 7(a) lending.

* Course qualifies for NAGGL Advanced 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: 25

With fewer than 25 registrants as of September 25 the course may be canceled.

Location Information
Radius Bank – 3rd Floor Conference Room
10 South La Salle Street
Chicago, IL 60603

Potential Accommodations
Ask or search for best available hotel location and rate; no group rate negotiated. There are also other hotels nearby.

Residence Inn by Marriott Chicago Downtown/Loop | 312.223.8500 | Across street from training location
Hyatt Centric The Loop Chicago | 312.236.1234 | 5-minute walk to/from training location
La Quinta Inn & Suites by Wyndham Chicago Downtown | 312.558.1020 | 5-minute walk to/from training location

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

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