504 Loan Packaging

Thursday, January 30, 2020
8:30 am - 5:00 pm


Discounted Rate
(By 11/25/2019)
Standard Rate
(After 11/25/2019)
NADCO Member $349 $399
Non-Member $649 $699
Government $299 $349

Course Description

This streamlined one-day class is essential training for loan officers and loan processors, providing a thorough review of the loan application process from the prospect meeting all the way through loan approval. Emphasis is placed on the forms and supporting documentation required for a successful SBA package. Collect the right information, accurately complete the required forms, and successfully interact with SBA for a streamlined loan approval process that saves your CDC time and money. The course includes extensive sharing of best practices and pointers from CDCs with the fastest Sacramento Loan Processing Center (SLPC) turn-around times in the country.

NEW Topics include:
Affiliation - required loan package documentation
504 Refinance – required loan package documentation
Navigating the franchise registry
Avoiding/Successfully Responding to screen-outs and denials
Preparing 327 amendments

Additional Topics include:
Applicant interview and initial application forms
Loan Approval Process
Overview of the CDC Credit Memo
Pre-Application Review requirements
SBA Form 1244
Detailed review of all required application exhibits
Preparing the Authorization for Debenture Guarantee
Ventures+ and eTran Integration

PREREQUISITE: “Introduction to SBA 504” (online via NADCO University) OR six-months’ experience in a substantive capacity (e.g., loan officer) for a CDC.

Other Recommended Courses for Participants

Navigating SOP 50 10

Instructor Information

Wayne Williams
With over 32 years in the industry, and 22 years with Business Finance Group, Wayne Williams is responsible for working with the lending community, small business owners and other partners within the Washington, D.C. metropolitan area.

While working with Business Finance Group, he has personally assisted over 700 small businesses with projects totaling over $1.3 billion. Prior to joining Business Finance Group, Wayne spent ten years in commercial lending and has worked in SBA lending for most of his career. As the company’s Senior Lending Officer, Wayne supports a team of six business development officers in four states navigate SBA policies and procedures and assists with companywide sales management activities.

Wayne is the Chair of the Lenders Quality Circle Steering Committee for the U.S. Small Business Administration Washington Metropolitan Area District Office, and is former Chapter President and National Award Winner with the American Institute of Banking. He was an instructor for the Risk Management Association and is a graduate of the Advanced Management Program of the North Carolina School of Banking and the Risk Management Association Commercial Lending School. In 2009, Wayne was recognized the Washington Metropolitan Area District Office as SBA’s Financial Services Champion.

Miriam Voigt
Miriam Voigt is a 25+ year veteran at CDC Small Business Finance. As CDC Ventures Training and Support Manager she is uniquely qualified because of her deep understanding of the loan production process, having herself served in the roles of Loan Processor, Funder and Closing Department Supervisor. She possesses the valued combination of technical expertise and back room experience. Miriam has been recognized by CDC Ventures clients many times for her unsurpassed customer service as well as by her peers at CDC Small Business Finance for upholding CDC’s values with her integrity, commitment, teamwork, and efforts to making a difference. Miriam is married with two adult children, loves dogs and enjoys extreme outdoor activities such as zip lining and motorcycle riding.