West Virginia Lender Resources - Training

Mark Your Calendars
Upcoming SBA Training and Events

Register today for the webinars offered by the West Virgina District Office by clicking on the title of the webinar or contact Barbara Carder at barbara.carder@sba.gov or 304-623-5631. Webinars listed below by other District Offices have their own registration/participation instructions in the description. 


SPECIAL SBA One Training - May Schedule

Step by Step: How to input a 7(a) Loan into SBA One - Part 1: Loan Origination
May 22 - 2:00 p.m.

This session will demonstrate how to input a loan into SBA One for the 7a program and address different scenarios for parts of the application.  This session will be presented in two parts: the first focusing on inputting a loan into SBA One and the second to highlight the features of Document Management as well as to address any outstanding questions. Presenter: Genevieve Sansom, VP Relationship Manager at BNY Mellon.

To Access: http://ems7.intellor.com/login/711881

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0466558#

Step by Step: How to input a 7(a) Loan into SBA One - Part 2: Document Management
May 24 - 2:00 p.m.

This session will demonstrate how to input a loan into SBA One for the 7a program and address different scenarios for parts of the application.  This session will be presented in two parts: the first focusing on inputting a loan into SBA One and the second to highlight the features of Document Management as well as to address any outstanding questions. Presenter: Genevieve Sansom, VP Relationship Manager at BNY Mellon.

To Access: http://ems7.intellor.com/login/711882

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0454814#


SBA 10-Tab Purchase Request (Click HERE to register- online registration only)
June 6, 2017 – 11:00 a.m. Eastern

Join the WV District Office and Capital Growth Solution's Gary Griffin as they discusses the SBA 10-Tab Guaranty Purchase request. Participants walk away with:

  • Helpful hints to achieve SBA’s “Brand Promise” (45 day turn-around)
  • How to ensure you collected all the necessary information at closing
  • Loan Closing Checklist
  • Sample Liquidation Memo
  • Explanation on why the documentation is needed
  • Walk through of the entire 10-Tab 

To access the webinar: http://ems7.intellor.com/login/712227

Instructions for connecting to conference audio will then be presented on your computer. If you will be connecting via the AT&T Connect Participant Application, we strongly recommend you install a current version (11.5 or higher) prior to the conference. If you are unable to do so, we recommend you join the conference using the Web Participant Application.

If you are unable to connect to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using 0792199#.

If you need technical assistance, call the AT&T Help Desk at 1-888-796-6118 or 1-847-562-7015.


Using a SBA Lender Service Provider (Click HERE to register - online registration only)
June 13, 2017 – 11:00 a.m. Eastern

Join the WV District Office and Strategic Banking Partners Mary Wamsley and Jessica Hart for this informative webinar which will provide lenders with insight into what a Lender Service Provider is and what you can expect from their services.  The SBA has defined Lender Service Providers as “an Agent that carries out lender functions in originating, disbursing, servicing, or liquidating a specific SBA business loan or loan portfolio for compensation from the Lender”.  As a Lender, you must be aware of your responsibility when using a Lender Service Provider’s services. 

To access the webinar: 

Instructions for connecting to conference audio will then be presented on your computer. If you will be connecting via the AT&T Connect Participant Application, we strongly recommend you install a current version (11.5 or higher) prior to the conference. If you are unable to do so, we recommend you join the conference using the Web Participant Application.

If you are unable to connect to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using XXXXXXX#.

If you need technical assistance, call the AT&T Help Desk at 1-888-796-6118 or 1-847-562-7015.


Contact Rick Haney (304-623-7449) or Leo Lopez (304-347-5220) to schedule personalized training for your organization or provide topics you would like to see covered in future training webinars.


SBA One Training on Demand

Available On Demand through SBA One via CAFS

To access the training, log into the Capital Access Financial System (CAFS) site at https://caweb.sba.gov. Under the Loans navigation bar select SBA One which directs you to the SBA One portal. Select 'OK' after reading the warning banner. Re-enter you CLS password and click "Sign In." SBA One training can be accessed  off the Training icon at the top of the SBA One page once you log in. Contact your LRS if you have questions or need assistance. 


Conferences

America East - 2017
August 2-4, 2017
Boston, MA

http://americaeast.net/ 

File Attachments: 
Attachments Size
SBA_One_Overview_March_2017 2612Kb