Monitoring the SBA 7(a) Loan Portfolio
Online
Thursday, April 02, 2026
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 lenders to monitor each 7(a) loan after final disbursement to assure that no changes have occurred that impact the loan and to verify the borrower’s ongoing creditworthiness. SOP 50 57 4 gives suggestions for ways to accomplish this mandatory loan monitoring, but that’s not all a lender must do for their portfolio. SBA requires lenders to annually risk rate their loans – is that happening for your 7(a) loans? This session will review industry best practices for monitoring borrowers and how to meet SBA’s ongoing loan monitoring and risk rating requirements.