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 - April Schedule (March SBA One presentation available at bottom of page)

Step by Step: How to input a 7(a) Loan into SBA One - Part 1: Loan Origination
April 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/711554 

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0140971#

Step by Step: How to input a 7(a) Loan into SBA One - Part 2: Document Management
April 26 - 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/711557 

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0901053#


ETran: Loan Origination - Hosted by the Houston District Office
April 27, 2017 – 11:00 a.m. Eastern

Join the Houston District Office to learn about SBA’s E-Tran: Loan Origination.  Are you a new lender or need a refresher; this webinar will provide you insights on loan input using E-Tran.  

E-Tran is an SBA loan guaranty origination/servicing solution that:

•Leverages internet technology to reduce the turnaround time on loan guaranty requests

•Is integrated into your SBA software products and enables you submit electronically from your existing screens

•Provides increased efficiency and decreased costs in the loan guaranty origination and servicing processes.

Who is Eligible to Use E-Tran?  All lenders are eligible for loan origination (SBAExpress, PLP, Community Express, Export Express, and general (7a)) and all are eligible to use E-Tran: loan servicing.   

SPEAKERS:  Glenn Hannon, Office of Finance Assistance and Gerald Ryan, Office of Capital Access

To Access the Webinarhttps://www.connectmeeting.att.com

Call:  888-858-2144 then enter access code 7709128#      

For inquiries or questions please contact: Sonia.Maldonado@SBA.gov @ 713-773-6554 or Valerie.Nguyen@SBA.gov  @ 713-773-6516.


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 attendance to 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: http://ems7.intellor.com/login/711863

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 0849892#.

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