Easy to Complex Servicing Issues and How to Handle Them
Online
Thursday, August 07, 2025
12:00 PM - 1:30 PM
iCalendar
Central Standard Time
LIVE Presentation Runs (90 minutes): 1:00-2:30 pm Eastern | 12:00-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 -11:30 am Pacific
Fee (per person):
- Members: 1 person: $405 | 2-5 people: $295 each | 6-10 people: $200 each | 11-20 people: $150 each
- Non-Members: 1 person: $750 | 2-5 people: $495 each | 6-10 people: $350 each | 11-20 people: $275 each
- Government: Contact NAGGL >
- Need more than 20 connections? Contact NAGGL >
SBA requires 7(a) lenders to service their portfolios in a diligent, commercially reasonable manner using the requirements found in SOP 50 57. Many servicing actions impact the collateral securing the loan, such as when a borrower buys or sells personal property or wants to obtain a line of credit, or when a guarantor buys, sells, or refinances their personal residence. Other servicing action requests involve some sort of modification that does not impact the collateral pledged, such as a change to the ownership structure of the business, interest rate, payments to a loan on standby, or a waiver of financial statement submission. This special 2-hour session walks lenders through examples of easy to complex servicing actions and discusses the careful steps a prudent 7(a) lender must take to protect the SBA guaranty.