Advanced SBA Servicing and Liquidation
Online
Monday, June 09, 2025
- Wednesday, June 11, 2025
iCalendar
Central Standard Time
LIVE Daily Presentation: 11:00 am-4:30 pm Eastern | 10:00 am-3:30 pm Central | 9:00 am-2:30 pm Mountain | 8:00 am-1:30 pm Pacific
*Students will take a break from Noon-1:30 pm (central), each day.
Registration Deadline: June 5 (or until sold out)
Fee (per person*):
$915 Mbr, $1,400 Non-Mbr
Government Rate: Contact NAGGL >
* Your registration fee covers one connection, for one individual
This course provides practical guidance on meeting regulatory and policy requirements found in the 7(a) Servicing & Liquidation SOP 50 57, including proper loan servicing, reclassifying loan as 'in liquidation status', accurately completing the liquidation process, considering workouts and offers in compromise. This course relies heavily on case scenarios based on real-life liquidation situations.
On the Agenda
• Servicing and Liquidation Program Guidance (Primarily found in SOP 50 57 3.1)
• Loan Servicing (Including Secondary Market Limitations)
• ‘Last Chance’ Loan Servicing Workouts
• Loan Liquidation
• Offers in Compromise
• Guaranty Purchase Process and Universal Purchase Package (UPP)
• Post-Purchase Activities (Wrap-Up/Charge-Off, Referral to Treasury, Referral to OIG)
Prerequisite: Only students that have recently completed SBA Loan Servicing and Liquidation, or have several years of experience should attend the advanced course, which presumes an advanced knowledge of the 50 57 policies and 7(a) lending.
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• After registration deadline, the fee per person increases by $150.
• Attendees will receive access to a secure portal prior to the course start date that includes course login information and the digital materials to download.
• Course will feature exercises, group discussions and course interactions – just like you’d experience at the in-person training.
• Attendance will be taken each day, and if applicable, you will receive diploma credit for attending the virtual course.