SBA Lender Executive Consultation

Target audience

• Executive and Senior Management for all types of SBA Lenders
• CEO, President, Chief Lending Officer, Chief Risk Officer, SBA Manager
• Bank Board of Directors and Advisory Boards

Why SBA lending makes sense?

• Common sense approach to clarifying the purpose, approaches, niche, profitability
• Demystify the legal and regulatory "trips and traps"
• Flexible format available in person, remotely, for one on one or small group discussions
• Open Question and Answer session encouraged to clarify your particular issues

Comparative structures, sales and marketing approaches, and fulfillment platforms

• Provide summaries of diverse and successful SBA operations
• Pros and Cons of stand- alone (profit center) versus an integrated group within conventional loans
• Detailed discussion focused on key roles, responsibilities, barriers to entry, industry best practices
• Comparative analysis of key SBA loan programs (7(a), 504, and SBAExpress)

Informal feedback on your SBA hot buttons

• Effective dialogue on your issues of concern
  • Guaranty Purchase Process – Are my guarantees worth the paper they’re written on?
  • How do I get my folks to focus on the right kinds of SBA deals?
  • We’ve had some turnover, problem loans – is our PLP authority in jeopardy?
  • What’s involved in an SBA risk review and how can we best prepare for that?

Policy and Procedures

• Identify critical elements for effective policies
  • Balance safety and soundness with meaningful volume
• Key considerations for effective procedures manual
  • Balance speed, efficiency and credit/process quality

Identify sales and service delivery gaps and remedies

• Coach to what works and why
• Address target markets, pricing
• Discuss best practices in the industry
• How to minimize losses and maximize profits