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Portland, ME - Fundamentals of SBA Credit Underwriting
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Portland, ME - Fundamentals of SBA Credit Underwriting

11/15/2016 to 11/16/2016
When: November 15-16, 2016
8:30 am-4:30 pm
Where: US Custom House – Conference Room (1st Floor)
312 Fore Street
Portland, Maine  04101
United States
Presenter: Michael Downes (TD Bank)
Contact: NAGGL

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November 15-16
Fundamentals of SBA Credit Underwriting *

Registration Deadline: October 28
Instructor: Michael Downes (TD Bank)
Fee: $725 NAGGL Mbr, $1,125 Non-Mbr, $500 Govt

This two-day course uses case studies to walk-through credit underwriting ‘the SBA way’ and explore ratio analysis, analyzing projections, determining repayment ability, preparing the credit memo, and more. SBA now mandates debt service coverage ratios and the agency’s focus on lenders' underwriting practices remains strong. Learn the potential pitfalls that can put your SBA guaranty at risk.

• Evaluating the Loan Request
• Analyzing Financial Statements
• Assessing Projections
• Analyzing Global Cash Flow
• Assessing Working Capital Adequacy
• Preparing the Pro Forma Balance Sheet
• Evaluating Management, Collateral
• Writing the Loan Report
• Avoiding Common Errors

* Course qualifies for NAGGL Lender Diploma Program credit.

Location Information
US Custom House – Conference Room (1st Floor)
312 Fore Street
Portland, ME 04101

Registration Information
• Registration fee includes course materials, continental breakfast, lunch, and refreshment break.
• Travel, lodging, and expenses not included.
• 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 October 28 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, most within walking distance of the training location. There are also many other hotels nearby.

Portland Regency Hotel | 207.774.4200
Hampton Inn Portland Waterfront | 207.775.1454
Hyatt Place Portland Old Port | 207.775.1000
Marriott Residence Inn Portland Waterfront | 207.761.1660

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

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