CDC Closing Hot Topics
One Day CourseWednesday | March 6, 2024
9:00 AM - 5:00 PM
PLEASE NOTE: When purchasing training courses, each individual MUST log into the system with their unique login and purchase their own session in order to receive a certificate of course completion in the attendee’s name. You cannot register multiple people for training courses under one login. If you need assistance registering for online training courses, please email Mandy Robertson at mrobertson@nadco.org before completing your purchase.
TUITION FEES
Through 1/24 |
After 1/24 |
||
| NADCO Member Rate | $449 per person | $599 per person | |
| Non-Member Rates | $849 per person | $999 per person | |
| SBA | Federal Government Rate | $399 per person | $549 per person |
RECOMMENDED FOR
CDC Loan ClosersLending Partner (TPL) Loan Closers
CDC Attorneys and Staff
COURSE DESCRIPTION
This one day in person training course provides invaluable training for anyone involved in closing SBA 504 loans, including CDC staff and legal professionals. The inception of the course stems from requests from the CDC industry for more CDC focused 504 loan closing topics. This course will expand on topics covered in a webinar NADCO held earlier in the year.Featured Topics:
- 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
- Q+A: bring your 504 loan closing questions
- And more...
PREREQUISITES
“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
504 Loan ClosingCSA Servicing and Modernization Updates Luncheon
INSTRUCTOR INFORMATION
Miriam VoigtMiriam Voigt currently serves as a Managing Consultant at Guidehouse supporting the SBA 504 CSA and the SBA 7a FTA contracts. Prior to Guidehouse, Miriam worked for CDC Small Business Finance Corp for almost 29 years working with the SBA 504 and 7a loan programs. For 19 years she was involved in Processing and Closing SBA 504 loans. She also managed an entire closing department and has expressed more than once her passion for 504 closings. The last 10 years at CDC, Miriam was the Director of Sales and Support for Ventures Lending Technologies supporting almost every CDC in the country with their 504 technology needs.
LaKisha Gant
As Senior Vice President, Closing & Servicing Manger, LaKisha Gant is a pivotal addition to the TMC team, bringing over two decades of experience in small business lending.
Prior to joining TMC Financing, LaKisha managed the small business lending programs for a Certified Development Company for over 20 years, establishing herself as a dedicated leader in economic development. Since 2001, she has been committed to fostering small business growth.
Throughout her career, LaKisha has overseen multiple loan processing teams, and her leadership has been instrumental in facilitating the distribution of over $5 billion in SBA financing. Lakisha aims to enhance TMC's closing and loan servicing processes, delivering exceptional customer service, and simultaneously supporting the success of small businesses.
