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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 - March Schedule (SBA One Presentation for February available under Attachments below)

Step by Step: How to input a 7(a) Loan into SBA One
March 29, 2017 - 2:00 p.m.

This session will demonstrate how to input a loan into SBA One for the 7(a) program and address different scenarios for parts of the application. Presenter: Genevieve Sansom, VP Relationship Manager at BNY Mellon.

To Access: http://ems7.intellor.com/login/710972 

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0173492#


Colson 1502 Reporting and Dashboard (Click Here to Register - online registration only)
March 28, 2017 – 11:00 a.m. Eastern

Lenders are required to report the status of their entire SBA guaranteed loan portfolio through Colson Services Corp monthly via SBA Form 1502. This webinar, presented by Victor Cruz, Colson Client Services, provides a complete overview of the 1502 reporting process in addition to recommendations for best reporting practices. Victor also introduces Colson’s online 1502 Dashboard which affords lenders a platform to monitor their 1502 reporting performance in regards to reported/unreported loan status and generated lender exception messages/error conditions. The 1502 Dashboard permits lenders to edit data reported during the current reporting cycle to help alleviate exception error conditions for successful loan status updates to SBA.

NOTE: Please pass this important webinar information to those responsible for handling your 1502 reporting. 

To access the webinar: http://ems7.intellor.com/login/710598

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 0902049#.

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


New SBA Franchise Eligibility Review Process - Hosted by the Tennessee District Office 
April 3, 2017 – 1:00 p.m. Eastern

Join us for a training explaining the recently released changes to the franchise review process for the 7(a) and 504 loan programs. These changes will improve the review process for franchise, license, dealer, jobber or similar agreements as currently set forth in SBA’s Standard Operating Procedure (SOP) 50 10 5(I).  This webinar will be led by Stephen Olear, SBA Chief Franchise Counsel.

Registration NOT required. To Participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


PARRiS Lender Risk Scoring (Click Here to register - online registration only)
April 4, 2017 – 11:00 a.m. Eastern

PARRiS/SMART are composite lender risk scoring frameworks that measure the risk of a lender's performance, asset management, regulatory compliance, risk management, and special/technical items. The goals of the frameworks are to identify the underperforming lenders in order to assist SBA OCRM in resource allocation and help lenders identify areas to improve and understand their target ranges and metrics on which SBA scores their performance. This webinar is being led by Adrianna Rockford from Dun & Bradstreet.

To access the webinar: http://ems7.intellor.com/login/711212

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 0100394#.

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


SBA CAPLine Program (Click Here to register - online registration only)
April 11, 2017 – 11:00 a.m. Eastern

SBA's CAPLine program is a lending tool designed for commercial lenders to help small businesses meet their short-term and cyclical working capital needs. The Working Capital program offers up to a $5M loan guarantee. SBA Commercial Loan Specialist Bill Reed from SBA's Loan Guaranty Processing Center (LGPC), and SBA's CAPLine 'Go-To' person, will led the discussion on SBA's four CAPLine programs.

To access the webinar: http://ems7.intellor.com/login/711213

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 0727977#.

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


Using An SBA Lender Service Provider - Hosted by the Richmond District Office
April 12, 2017 – 10:00 a.m. Eastern

SBA defines a Lender Service Provider as an Agent who carries out lender functions in originating, disbursing, servicing, or liquidating a specific SBA business loan or loan portfolio for compensation from the lender. 

This webinar will:

· Outline the services available through an SBA Lender Service Provider (LSP)
· Pros and cons of using an LSP
· help you decide whether hiring staff to handle SBA functions or using an LSP is more advantageous for your lending institution.

A list of questions that you should ask any prospective Lender Service Provider will be provided.

Registration:  https://www.eventbrite.com/e/overview-using-an-sba-lender-service-provider-april-12-2017-tickets-33008690883.  After registering, you will receive an e-mail providing the call-in number and e-mail address.


SBA Export Express Loan Program - Hosted by the Tennessee District Office
April 18, 2017 – 10:00 a.m. Eastern

The SBA Export Express Program provides exporters and lenders a streamlined method to obtain SBA-backed financing for loans and lines of credit up to $500,000. Lenders use their own credit decision process and loan documentation; SBA provides a response within 24 hours. It is generally subject to the same loan processing, making, closing, servicing, and liquidation requirements as well as the same maturity terms, interst reates, and applicable fees as the SBA Express Loan program.

At this webinar,  SBA International Trade Specialists David Leonard and Dan Holt will discuss how to become an Express lender, make and service Export Express loans mas well as the differences between the Export Express requirements and other SBA loan program requirements.  For example, certain uses of loan proceeds (e.g. standby letters of credit) are allowed under Export Express that are not allowed under SBA’s other lending programs (Except EWCP).

Topics to be Covered:

  • How to Become an Export Express Lender
  • Program Key Features
  • Underwriting and Servicing Requirements
  • Frequently Asked Questions

Registration NOT required. To Participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


LIquidation and Offer in Compromise (Click Here to register - online registration only)
April 18, 2017 – 11:00 a.m. Eastern

The liquidation process and how to generate a good Offer in Compromise will be discussed in this webinar led by Gary Griffin. Topics include:

  • Basics of Guaranty Protection
  • Best Practices
  • Servicing Fundamentals
  • Liquidation Lifecycle
  • Boilerplate Liquidation (workout) Plan
  • Brief overview of the 10-Tab
  • Overview of OIC
  • Helpful Hints

To access the webinar: http://ems7.intellor.com/login/711214 

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 0854576#.

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


SPECIAL LIVE LENDER TRAINING - SBA's 504 Loan Program (Click HERE to Register)
May 3, 2017 - 10:30 a.m. Eastern
Robert H. Mollohan Research Center, Fairmont, WV 

SBA’s 504 loan program is a powerful economic development tool offering a viable option for lenders looking for a ‘competitive edge’ in small business financing. The program offers a 50 percent loan to value ratio for lenders; putting the lender in first lien position; offers longer loan amortizations; and provides up to 90 percent financing for your small business clients. It offers long-term, fixed-rate, subordinate financing for acquisition and/or renovation of capital assets including land, buildings and equipment and can also help lenders meet their community development or public policy goals.

Rebecca MacBlane from West Virginia’s newest state-wide Certified Development Company, Regional Development Funding Corporation, reviews program detail and offers real life examples of how the 504 loan program can mitigate lending risk, generate income and help increase your banks production.

The first XX participants to register for the free 60 minute training receives a promo code to attend the invitation only 2017 Small Business Week Awards Luncheon shortly following the training. 

When: Wednesday, May 3, 2016
Time: 10:30 a.m.
Where: Robert H. Mollohan Research Center - Fairmont, WV


SBA Export Working Capital Loan Program - Hosted by the Tennessee District Office
May 16, 2017 – 10:00 a.m. Eastern

SBA's Export Working Capital Program (EWCP) loans are targeted for businesses that are able to generate export sales and need additional working capital to support these sales. Participating lenders review and approve applications and submit the request to the SBA staff at the U.S. Export Assistance Center location servicing the exporter's geographical territory. 

Don’t miss this opportunity to learn about EWCP loans from two of our Center staff,  International Trade Specialists David Leonard and Dan Holt.

Registration NOT required. To Participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


Avoiding Lender Liability (Click HERE to register - online registration only)
May 16, 2017 – 11:00 a.m. Eastern

If done properly, the rewards and advantages of using a SBA guarantee include: increased revenue; mitigation of risk; broadening your lending options; and increasing lending limits. However, those rewards quickly fade if a lender neglects its obligations in originating and servicing SBA guaranteed loans. These risks include the loss of guaranty, litigation, increased monetary losses and lender liability. During this webinar led by Ethan Smith, Esq., from Starfield and Smith, P.C., guidance will be provided on how to avoid lender liability with examples of the do's and don'ts of how lender liability can arise in SBA guaranteed lending. 

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

WPASGL - Quality Circle 2017
April 20-21, 2017

The Western Pennsylvania Associaton of SBA Guaranteed Lenders is pleased to present the 2017 Quality Circle Conference. This year's event will be hosted again at the prestgious Nemacolin Woodlands Resort, with an expanded program designed to encompass the global landscape facing today’s Business Banker. Featured sessions for SBA lending partners, non-lending resources partners and service providers are designed to encourage them to think of SBA as an opton to “get the deal done.” Presentatons will be focused on business lending skills and enhancements for the 21st century Business Banker.

Registration information can be found on the Western Pennsylvania Assiciation of SBA Guarandeed Lenders website at: http://www.wpasgl.org/ or by downloading the 2017QC.PDF file below. 


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

http://americaeast.net/ 

File Attachments: 
Attachments Size
2017QC 2226Kb
SBA_One_Overview_March_2017 2612Kb