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WEBExpress: Monitoring Loans After Final Disbursement
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WEBExpress: Monitoring Loans After Final Disbursement

When: November 21
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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November 21

WEBExpress: Monitoring Loans After Final Disbursement  

Fee (per location connection): $355 Mbr; $535 Non-Mbr; $285 Govt
Registration Deadline: November 19
Instructor: Margherita Stutz (Umpqua Bank) 

SBA requires lenders to monitor each 7(a) loan after final disbursement to assure that no changes have occurred that impact the loan and to verify the borrower’s ongoing creditworthiness. SOP 50 57 2 gives suggestions for ways to accomplish this mandatory monitoring, while SOP 51 00 requires lenders to risk rate their 7(a) portfolios on an annual basis. Join Margherita Stutz (Umpqua Bank) for this discussion of industry best practices for monitoring borrowers and portfolio performance and for meeting SBA’s ongoing reporting 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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