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 contacting 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 - January Schedule

SBA One Overview
January 12, 2017 - 10:00 a.m. Eastern

This training will provide a high level overview of the features and functionality for SBA One such as My Workspace, Creating a New Loan, Document Management and E-signature. This is a great session for a Lender who is new to SBA One. Presenter: Genevieve Sansom.

To Access The Webinar: http://ems7.intellor.com/login/709464 

Dial in info: 1-877-369-5243 using 0353829#

A Closer Look: PARRiS
January 18, 2017 - 2:00 p.m. Eastern

This session will provide a deeper dive into the PARRiS scoring system. The training will go through the objectives, methodology, and data definitions of SBA OCRM's PARRiS lender risk framework. It will also detail the 2016 updates to PARRiS and walk through the methodology of SBPS credit scoring, lender purchasing rating modeling, and aggregate PARRiS Scoring. Presenter: Adrianna Rockford, Director of Advanced Analytics Services at Dun & Bradstreet.

To Access The Webinar: http://ems7.intellor.com/login/709466

Dial in info: 1-877-369-5243 using 0302758#

Tips & Tricks: Loan Origination
January 25, 2017 - 2:00 p.m. Eastern

Ideal for Lender who have used SBA One, this training will provide an in depth look into Loan Origination. Presenter: Genevieve Sansom.

To Access The Webinar: http://ems7.intellor.com/login/709467

Dial in info: 1-877-369-5243 using 0483385#

Tips & Tricks: Document Management
January 26, 2017 - 10:00 p.m. Eastern

This session will provide a deeper dive into the PARRiS scoring system. The training will go through the objectives, methodology, and data definitions of SBA OCRM's PARRiS lender risk framework. It will also detail the 2016 updates to PARRiS and walk through the methodology of SBPS credit scoring, lender purchasing rating modeling, and aggregate ARRiS Scoring. Presenter: Adrianna Rockford, Director of Advanced Analytics Services at Dun & Bradstreet.

To Access The Webinar: http://ems7.intellor.com/login/709468

Dial in info: 1-877-369-5243 using 0517477#


Introduction to SBA Lending – Three Part Series 
January 17, 24, 31 2017 – 11:00 a.m. Eastern

Are you new to SBA lending or looking for a refresher course on SBA loan processing? Plan now to participate in our Introduction to SBA Lending series. Presented in three parts, these 30 minutes sessions will cover everything you need to know about submitting a SBA loan guaranty request. You can attend any one or all three of these sessions. We will also discuss the 7(a) fee waiver as well. A breakdown of each session can be found below.

Introduction to SBA Lending – Part I (Click here to register - online registration only)
Tuesday, January 17, 2017 – 11:00 a.m. Eastern

  • How the SBA Guaranty Works
  • Fees and Fee Waivers
  • Credit Decisions
  • Collateral Policy
  • Interest Rates, Maturities, Eligibility and Uses of Proceeds
  • Express Loans
  • 504 Program

The conference begins at 11:00 AM Eastern Time on January 17, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/709404

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 in, dial 1-877-369-5243 or 1-617-668-3633 using 0678883#


Introduction to SBA Lending – Part II (Click here to register - online registration only)
Tuesday, January 24, 2017 – 11:00 a.m. Eastern

  • Equity Requirements
  • Acceptable Sources of Injection
  • IRS Form 4506-T
  • Debt Refinancing
  • Changes of Ownership
  • Business Valuation Requirements
  • Occupancy Requirements
  • Franchises

The conference begins at 11:00 AM Eastern Time on January 24, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/709403

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 in, dial 1-877-369-5243 or 1-617-668-3633 using 0696200#.


Introduction to SBA Lending – Part III (Click here to register - online registration only)
Tuesday, January 31, 2017 – 11:00 a.m. Eastern

  • Servicing Actions
  • Liquidation Status Transfer
  • Site Visit & Reporting Requirements
  • Guaranty Purchase Requests
  • Charge-Off & Referral to Treasury

The conference begins at 11:00 AM Eastern Time on January 31, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/709402

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 in, dial 1-877-369-5243 or 1-617-668-3633 using 0479683#.

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


Servicing and Liquidation - Hosted by the Tennessee District Office
January 17, 2017 – 10:00 a.m. Eastern

Join  us, for this in-depth webinar on SBA servicing and liquidation processes.  Guest presenters include Lender Service Providers, Arne Monson  of Holtmeyer & Monson Lending Services and Gary Griffin of Capital Growth Solutions.

SBA District Counsel, Dick Cummings and Dave Higgs, are scheduled to be on hand to review recently issued Policy Notice 5000-1394 which clarifies SBA’s guidance regarding Litigation Plan Requirements and Legal Fee Reimbursement.

Topics covered during the webinar include:

  • Servicing Fundamentals
  • Lifecycle of a Liquidation
  • Boilerplate Liquidation (Workout) Plan
  • BRIEF overview of the 10-Tab
  • Overview of OIC (Offer in Compromise)
  • Helpful Hints
  • SBA Policy Notice 5000-1394 Litigation Plan Requirements and Legal Fee Reimbursement

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#


Overview of SBA Export Lending - Hosted by the Tennessee District Office
January 31, 2017 – 10:00 a.m. Eastern

At this webinar,  SBA International Trade Specialists David Leonard and Dan Holt will discuss how SBA’s Export Trade Financing Programs with their 90 percent guaranty, can help you expand your existing relationships, cross sell you commercial and business finance capabilities, and add more value to your offerings to be more competitive.

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#


Preparing a SBA 7(a) Guaranty Purchase 10-Tab - Hosted by the Tennessee District Office
February 14, 2017 – 10:00 a.m. Eastern

This webinar provides guidance on how to prepare the SBA 7(a) 10-Tab Guaranty Purchase request!

Topics covered during the webinar include:

  • 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 of the "whys" documentation
  • Walk through of the entire 10-Tab

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#


Protecting Your SBA Guaranty  (Click here to register - online registration only)
February 14, 2017 - 11:00 a.m. Eastern 

SBA loans must be serviced and liquidated in a diligent, conflict of interest/preference-free, commercially reasonable manner consistent with the Loan Authorization, prudent lending practices and SBA loan program requirements in effect at the time the action is taken. Join the West Virginia District Office and Gary Griffin for this training covering:

  • The 7 Steps to Secure Your Guaranty
  • Review and Analysis on Servicing Requests
  • Critical Deadlines
  • When to do a Workout
  • Helpful 10-tab Hints
  • Common Reasons for Denial and Repair

Pitfalls in Determining 7(a) Eligibility (Click here to register - online registration only)
February 16, 2017 – 11:00 a.m. Eastern

Join the SBA's WVDO and Ethan Smith in a discussion on the criteria commercial lenders should adhere to when determining business qualifications for a 7(a) guaranty. Learn what to avoid when considering using a SBA guaranty on your commercial loans.


Getting Your SBA Guaranty Honored (Click here to register - online registration only)
February 21, 2017 – 11:00 a.m. Eastern

Join the SBA’s National Guaranty Purchase Center’s Supervisory Loan Specialists Leslie Klam and Valerie Maher for guidance on key items and steps lenders need follow when submitting guaranty purchase requests. They will provide tips on submitting a complete package under the 10-Tab guaranty purchase guidelines in order to receive the NGPC’s Brand Promise of honoring the guaranty within 45 days of submission.

The conference begins at 11:00 AM Eastern Time on February 21, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/708950

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 0489233#.

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


Benefits of SBA Lending (Click Here to register - online registration only)
February 28, 2017 – 11:00 a.m. Eastern

Don’t let misconceptions about SBA lending stand in the way of small business success and increasing your profitability, join SBA’s Rick Haney and Leo Lopez as they moderate a panel of guest presenters including Mary Wamsley and Jessica Hart from Strategic Banking Partners, an SBA Lender Service Provider. Mary and Jessica will discuss how utilizing SBA lending programs can expand opportunities for your lending institution, provide access to avenues for small business capital, expand your product lines, create cross-selling opportunities and generate an income stream for your institution.

Mary and Jessica touch on:

  • How to identify a potential SBA borrower
  • How SBA lending can benefit your bank
  • Selling SBA to your client and Board
  • How to overcome borrower objections
  • How to process and close a SBA loan quickly and efficiently (it can be done)

SBA International Trade Loan Program - Hosted by the Tennessee District Office
March 7, 2017 – 10:00 a.m. Eastern

Join SBA’s TN District Office and SBA International Trade Specialists David Leonard and Dan Holt for an in-depth overview of SBA’s International Trade Loan Program

SBA’s International Trade Loan Program offers term loans to businesses that plan to start or continue exporting or that that have been adversely affected by competition from imports. The proceeds of the loan must enable the borrower to be in a better position to compete. The program provides a 90% guaranty on loan amounts up to $5 million.

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#


Selling SBA Loans on the Secondary Market - Hosted by the Tennessee District Office
March 21, 2017 – 10:00 a.m. Eastern

Selling your SBA loans on the Secondary Market is a good way to increase profitability and generate income for your lending institution.  Join SBA’s TN District Office along with guest presenters Michelle Shadix of Raymond James and Gary Griffin of Capital Growth Solutions to get an in-depth understanding of the secondary market process, how premiums are calculated and how to determine potential yields on your SBA portfolio.

Topics to be Covered:

  • Getting Started
  • How premiums are calculated
  • How to determine potential yields on your SBA portfolio

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#


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/ 

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