Level 2 - Servicing Track
Online
Thursday, January 01, 2026
- Thursday, December 31, 2026
iCalendar
Central Standard Time
On Demand Course — Now Available! — Accessible for 45 days from the date of purchase
Deepen your knowledge of SBA 7(a) loan servicing by applying your skills to manage servicing actions with greater confidence and precision. This track provides an in-depth look at servicing authorities, assessing and processing servicing requests, secondary market considerations, loan monitoring, and workout options.
Fee (per person):
- Members: $495
- Non-Members: $695
Overview
The Level 2 Servicing track provides guided practice in managing SBA 7(a) loans in servicing, from evaluating complex servicing actions through implementing workout strategies.
Across five courses, learners strengthen their understanding of servicing authorities, assessing and processing servicing requests, how to handle loans sold on the secondary market, the importance of proactive loan monitoring, and how to effectively use workouts to help borrowers navigate financial challenges.
The track is fully on demand, allowing learners to move at their own pace, with 45 days to complete all coursework.
Course 1 – Servicing Actions Overview
Course 2 – Types of Servicing Actions
Course 3 – Secondary Market and Prepayments
Course 4 – Loan Monitoring
Course 5 – Workouts
Requirements
To enroll in this track, learners must meet one of the following prerequisites:
Earn
• 1 of 5 Required tracks to earn the Level 2 Mastery badge
• 1 of 4 Required tracks to earn the Servicing Specialist badge
• Completion of this track earns 5 CEUs (valid for 24 months from the date of completion)
Access
Available for 45 days from the date of purchase.