• Understand the importance of SBA eligibility requirements and why they are needed in the first place
• Recognize and grasp the specifics of each eligibility requirement in more detail
• Analyze the multitude of twists and turns within SBA’s eligibility requirements
• Learn the connection of eligibility components as perceived by the agency
• Identify appropriate documentation needed to support the analysis
• Comprehend the need for prioritizing order of evaluation of eligibility requirements for further lending efficiency…what gets evaluated first and what waits to last
• Explore end-to-end solutions to provide fail safes in SBA lending processes
• Perceive the benefits of adequate evaluation of eligibility for loan approval, OCRM reviews, and ultimately protection of the SBA guaranty
• Translate government language into laymen’s terms for easier understanding of SBA eligibility!

We look forward to having you and your team attend.

Instructor

Lisa Preston & Linda Rusche

Date

Tuesday, March 9, 2021

Time

10:30 AM – 1:00 PM & 2:30 PM – 5:00 PM Eastern/Atlantic Standard Time
9:30 AM – 12:00 PM & 1:30 PM – 4:00 PM Central
8:30 AM – 11:00 AM & 12:30 PM – 3:00 PM Mountain
7:30 AM – 10:00 AM & 11:30 AM – 2:00 PM Pacific
6:30 AM – 9:00 AM & 10:30 AM – 1:00 PM Alaska
5:30 AM – 8:00 AM & 9:30 AM – 12:00 PM Hawaii

Performance Training with Question & Answer Session

Fee

$499 per initial individual
$199 for each additional individual from the same entity

Payment may be made by Credit Card (preferred method) or Check.  Credit card payments are processed immediately and provide automatic registration to the class.  Registration is confirmed with payments made by check only after the payment is received and processed.  PowerPoint, Materials, and Instructions for Class 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 (Close of Business), Monday, March 8, 2021 

Place

Your location of choice

Class

Performance Training (5 Hour) Online Class is Provided Live and Includes Real-Time Important Updates to SBA Lending Programs

Level

Level Up – Everyone New to SBA Lending & Those Wanting a Refresher Course

Audience

BDO’s, Processors, Underwriters, Closers, Risk Management, & Managers

Distribution

PowerPoint, Materials, and Instructions for Class Participation to be Provided 12 hours in Advance of Live Class

FINE PRINT

The Live Class may not be recorded without the prior express written consent of The Preston Group, LLC.  All Training Materials are Copyrighted and may not be duplicated since this is an Individual Class Registration.  Independent Contractors are not considered Employees.  Duplication of materials to Anyone other than Paid Participants is not authorized.  Any recording, duplication, transmission, or re-transmission to additional locations by Any Means is STRICTLY PROHIBITED.  This is an INDIVIDUAL CLASS REGISTRATION and NOT a WEBINAR.

Certificate

Registrant may receive an electronic Certificate of Training, upon request.

Reporting

The Preston Group, LLC will provide a Training Report by entity or individual, upon request.

Contact Us

You may contact us at 281.534.8603 with any further questions.