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West Virginia Lender Resources - Training

Mark Your Calendars
Upcoming SBA Training and Events

1502 Reporting by Colson Services
July 14, 2105 – 10:00 a.m. EDT

All lenders are required to report on all of their SBA guaranteed loan through Colson Services on a montly basis. This special webinar, led by Victor Cruz from Colson Services, will provide detailed guidance on how to accurately enter loan information into the monthly 1502 report. He will also touch on the recently added 1502 Dashboard feature which helps in correcting errors during the monthly reporting cycles. Learn how to correctly enter loan information and eliminate errors directly from Colson.

NOTE: If you are NOT the person responsible for your organizations 1502 reporting, please see this information gets to the 1502 reporting person in your organization.

Register today! Contact Rick Haney at richard.haney@sba.gov or 304-623-7449.

Equity Injection Issues by Ethan Smith
July 21, 2105 – 10:00 a.m. EDT

For many SBA lenders properly documenting a borrower's equity injection can be one of the most challenging, and most important parts of the closing process. Inadequately documented equity injection is one of the top reasons for denials and repairs of SBA loan guarantees on early default loans. In this webinar, Ethan Smith of Starfield & Smith, P.C., will walk you through the SBA's requirements for properly documenting a borrower's equity injection and will provide tips and advice for how to avoid some of the most common equity injection pitfalls.

Liquidation & Offer in Compromise by Gary Griffin
August 18, 2015 – 10:00 a.m. EDT

Join Gary Griffin and Ray Chiamulera as they touch on the liquidation process and what is needed in a good Offer in Compromise. In this webinar, the Seasoned Loan Officer/Servicer will learn:

  • The “Basics” to protect the guaranty
  • Best practices
  • Servicing fundamentals
  • Lifecycle of a Liquidation
  • Boilerplate Liquidation (Workout) Plan
  • BRIEF overview of the 10-Tab
  • Overview of OIC (Offer in Compromise)
  • Helpful Hints

Gary is a 35 year veteran of SBA lending, a CPA and president of Capital Growth Solutions, LLC, and a SBA loan service provider in Chattanooga, TN. Gary is also a frequent presenter in the Coleman webinar series. Ray is a 25 year veteran of SBA lending and president of Radar Lender Services, a SBA loan service provider located in Indianapolis, IN, and known for his credit analysis skills. Both are frequent presenters at SBA conferences throughout the country.

To Register!
Email the name of the webinar and your contact information to Rick Haney at richard.haney@sba.gov or call 304-623-7449.

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.

To access the webinars: Web Conference URL: https://connect16.uc.att.com/sba/meet/?ExEventID=84536711&CT=M, check "I am a participant", enter your name and email, select "Join". Once you have accessed the conference select the "Call Me" option and enter your direct phone number (If the "Call Me" option does not work, dial 1-888-858-2144 then enter the passcode 4536711# to access audio portion).

To prepare in advance for the conference (for all devices): https://connect16.uc.att.com/sba/Prepare/.


August 11th – 14th, 2015
Hyatt Regency - Baltimore

America East is returning this August to Baltimore, MD.

The America East Conference promotes networking and educational growth for new and seasoned SBA lenders by focusing on new SBA programs and initiatives to support exporting, aiding an underserved and thriving community, and providing training on a variety of SBA policies and procedures.

SBA lenders from Maine to Florida on the Eastern Seaboard come to the America East Conference to meet with top SBA officials and build their network of SBA program and industry experts. There were more than 400 attendees at the 2012 conference in Baltimore, MD, and the 2015 event is poised to be even more successful. Visit our website for agenda & more info.