The Preston Group, LLC
Proprietary Products
 Proprietary Products

Proprietary Products SBA 7(a) Lending Proprietary Products SBA 504 Lending

Process & Loan Review
 Process & Loan Review

Process & Loan Review 7(a) Process & Loan Review 504

Practicality Training
 Performance Training

Performance Training 7(a) Performance Training 504

Performance Training Webinar Particulars:

Creating a Compliant SBA Process & Procedures Manual

Now that you have incorporated the new SOP 50 10 5 (J) requirements into your daily activities, it is extremely important to make sure you have a compliant SBA Process & Procedures Manual to support your SBA lending function. A comprehensive and compliant manual is imperative for every lending function as a structural foundation document to not only assist with lending, but to document the lenders actions of mitigating risk.

Based upon the SBA Loan Programs you are authorized to administer, this webinar will teach you what the required elements of a compliant SBA Process & Procedures Manual actually are. Not only will it take the mystery out of the contents, you will receive numerous tips of the trade to not only be compliant with SBA requirements, but to impress and build confidence with the Office of Credit Risk Management (OCRM) during a review scenario.

Getting started on the first page or taking the time to actually sit down and update the manual you already have is the hardest part. Trust us! We write these manuals on a regular basis for lenders. Listen in to acquire the ANSWERS and find your MOTIVATION!

We look forward to having you and your teams attend.

Level: Everyone – New to Seasoned Personnel
Audience:  BDO’s, Processors, Underwriters, Closers, Servicers/Portfolio Managers, Loan Operations, Risk Management, & Managers
Instructor: Lisa Preston

March 28, 2018, Wednesday

Time: 1:00 PM – 2:30 PM Eastern
12:00 Noon – 1:30 PM Central
11:00 AM – 12:30 PM Mountain
10:00 AM – 11:30 AM Pacific
9:00 AM – 10:30 AM Alaska

Performance Training for First Hour; Additional 30 Minutes Allowed for Question & Answer Session
Place: Your location of choice
Webinar:  Performance Training Webinar is Provided Live and Includes Real-Time Important Updates to SBA Lending Programs
Fee: $399 per location/per connection

Payment may be made by Credit Card (preferred method) or Check.  Credit card payments are processed immediately and provide automatic registration to the webinar.  Registration is confirmed with payments made by check only after the payment is received and processed.  PowerPoint, Materials, and Instructions for Webinar Participation will be provided once payment has been processed and consistent with the Deadline and Distribution information stated below.

Deadline:  Online registration must be completed by COB, Monday, March 26, 2018
Distribution: PowerPoint, Materials, and Instructions for Webinar Participation to be Provided 24 hours in Advance of Live Webinar
Each entity may have as many employees attend as desired at one specific location.  The Live Webinar may not be recorded without the prior express written consent of The Preston Group, LLC.  All Training Materials are Copyrighted and may be duplicated and provided ONLY to individuals employed by the entity purchasing the Webinar.  Independent Contractors are not considered Employees.  Therefore, duplication of materials to Independent Contractors is not authorized.  Any recording, duplication, transmission, or retransmission to additional locations by Any Means is STRICTLY PROHIBITED.

Additional locations/connections may be purchased at a discount by contacting The Preston Group, LLC. 

Certificate: Registrant may provide a listing of the individuals in attendance of the webinar to receive an electronic Certificate of Training
The Preston Group, LLC will provide a Training Report by entity or individual, upon request. Registrant must provide the individuals names in attendance within 48 hours of the webinar presentation for the information to be maintained and available upon request.
Contact Us: You may contact us at 281.534.8603 with any further questions.
Register Now
“You Perform, We Perfect”®


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