Prudent Loan Closing

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Online  

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Thursday, March 26, 2026 12:00 PM - 1:30 PM   iCalendar Central Standard Time

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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 >

When a lender is authorized to make 7(a) loans, SBA expects lenders know how to originate, process, close, service, liquidate and litigate the loans in their 7(a) portfolio. What steps should a lender take to make sure they have a prudent closing process that is compliant with SBA requirements? This session takes a look at the loan closing process including basic SBA 7(a) fundamentals such as review of the E-Tran terms and conditions document and the lender’s credit memo, documenting an obligor, due diligence and proper closing documentation.