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3/30/2022
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When:
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March 30, 2022
2:00 - 3:30 pm
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Where:
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LIVE Webinar
United States
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Contact:
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Mandy Robertson
mrobertson@nadco.org
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Online registration is closed.
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« Go to Upcoming Event List
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NADCO LIVE Webinar - 504 Loan Closing Hot Topics
Price Per Viewing Screen/Person: $249 for NADCO Members | $449 for Non-Members | $199 for SBA/Federal Government
Date: March 30, 2022
Time: 2:00 - 3:30 pm EST
Login: Login credentials and instructions will be emailed to you no later than 2 hours prior to the start of the webinar.
Essential training for CDC personnel and others involved in the 504 loan closing process, this timely webinar will share best practices for improving the 504 loan closing process within your CDC, including –
- Documenting Eligible Use of Proceeds
- Verification of Borrower Equity Requirement
- Certifying No Adverse Change
- Properly handing seller credits
- Improving the quality of 327 servicing actions
- 4506 tax transcript verification
- Submitting final executed franchise documents
- Transmitting closing packages to SBA
- And more...
So, bring your questions, and let’s discuss best practices to improve the 504 loan closing process.
Instructors:
Wayne Williams
EVP, Regulatory Affairs & Training
National Association of Development Companies
Wayne Williams has over 33 years of experience in SBA lending, including 23 years working with one of the largest CDCs in the nation. A former NADCO Board member, Wayne has also been a NADCO National Instructor since 2014 teaching courses on SOPs,
Eligibility, Debt Refinance, and 504 Loan Packaging.
Todd E. Kobernick
Attorney at Law
Law Offices of Todd E. Kobernick
Mr. Kobernick commenced practicing law in the State of California thirty years ago focusing on understanding and resolving the issues of clients. His practice is focused on providing legal and advisory services on matters related to business, real
estate, construction, nonprofit entity, lender and United States Small Business Administration legal matters. Mr. Kobernick has represented the largest U.S. Small Business Administration “certified development company” in the nation for nearly twenty
years. The Law Offices of Todd E. Kobernick is an “AV” rated firm.
April Smith
504 Closing Manager
CDC Small Business Finance
April Smith is a 504 Funding Manager at CDC Small Business Finance, one of the leading SBA 504 lenders in the Nation. With 25 years of experience in the finance industry, she has gained extensive knowledge of the SBA 504 closing process through her involvement in the production and management of a 100+ client pipeline. Ms. Smith also helped develop multiple back-office lender procedures that align with SBA lending policies and SOP guidelines and regulations, ensuring a smooth and timely funding process for small businesses.
Debra Morack
SVP Managing Director of Closing
SomerCor 504, Inc.
Debra Morack serves as the Senior Vice President, Managing Director of Closing at SomerCor. She has 26 years of experience closing SBA 504 loans, the last 14 with SomerCor. During her career she has closed nearly 1000 loans. Along with her team,
she is responsible for navigating deals through the critical final steps before funding. Under her leadership, SomerCor marked its largest funding month ever, by volume, in March of 2022.
For Debra, the closing process starts and ends with customer service. She is invested with the borrower every step of the way and is proud to play a part in helping clients achieve the next level of small business ownership.
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