Coleman Certified Onsite SBA 7(a) Loan Closing Training with Lance Sexton – 1/15/25
Fort Worth, Texas
Wednesday, January 15, 2025
(8:00 am to 5:00 pm)
(6:00 pm to 8:00 pm at Texas BBQ!
Thursday, January 16, 2025
(8:00 am to Noon)
Regular Registration $1795
At the Door Registration (1/15/25) $1995
Join Coleman’s award-winning SBA national training expert Lance Sexton as he brings his SBA 7(a) closing course live to Texas!
The on-site training incorporates everything you’ve come to expect from Coleman’s online courses, but with the added benefits of in-person instruction and peer interaction.
Lance’s instruction includes all of the latest guidance from updated SBA SOPs and SBA information notices.
Lance’s training is suitable for new loan closers, but experienced closers will also appreciate his case method study to fine-tune nuances for greater expertise.
Coleman training includes a case study of a company called Franklin Brothers, which is used for all Coleman underwriting, closing, servicing, and liquidation training.
Certified SBA Advanced Loan Closer II Certificate!
Previous Coleman loan closer certificate holders who complete the course will be awarded the Advanced SBA Loan Closer II Certificate.
Lance Sexton brings a wealth of inside SBA Lending perspective to his training.
Lance Sexton, National SBA Loan Closing Training Expert
Lance Sexton is the Former SBA Deputy Director, Little Rock Commercial Loan Servicing Center. Lance managed the Servicing of SBA Loans, the liquidation of SBA Express Loans, and the Liquidation of SBA 504 loans in a 24 state area. Lance has 30 years of experience in the origination, servicing, and liquidation of SBA Loans, ten years of experience directly managing portfolios of SBA loans that are both performing and nonperforming, and six years of experience as a small business owner.
He has served as Vice President, Senior Vice President, and Executive Officer of three community banks building and managing SBA portfolios at each bank. He is a current business professor at the University of the Ozarks and was a faculty member of the Sam M Walton College of Business at the University of Arkansas.
SBA 7(a) Loan Closing Course Syllabus
– The Prudent Lender
– Eligibility
– Credit Analysis for Loans under $500,000
– Credit Analysis for Loans over $500,000
– Loan Structure and Guaranty
– Elimination of SBA Loan Authorization
– Use of Proceeds
– Loan Authorization Changes
– The Credit Memo
– Credit Elsewhere
– Equity Injections
– The SBA Guaranty
– Equity Injection Fraud
– Standby Agreements
– Goodwill and Appraisals
– SBA Form 1919
– SBA Form 159
– Required Forms
– SBA Express Loans
– IRS Form 4506-C
– Leases
– Collateral
– Franchises
– Insurance
– Construction Loans
– Escrow and Appraisals
– Refinancing
– Use of Proceeds
– Working Capital
– File Review
– The Ten Tab Format
– Early Default
– PARRiS Review
What you get from our training:
Comprehensive and Updated Training: Our program covers all the essential aspects of SBA 7(a) loan closing, following the SOP 50 10 7.1 and SBA 50 57 3.1 guidelines.
Professional Certification: Upon successful completion of the training, you will receive a professional certification, validating your expertise in SBA 7(a) loan closing.
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Benefits for Loan Closers and Lending Professionals:
- Improved Skills and Efficiency: By participating in our training program, you will enhance your knowledge and skills in SBA 7(a) loan closing. This will enable you to perform your duties more effectively and efficiently, leading to improved loan closing processes and increased customer satisfaction.
- Career Advancement Opportunities: With the professional certification you earn through our training, you can set yourself apart from your peers and increase your chances of career advancement. Employers recognize and value employees with specialized training, and this certification can open doors to new job opportunities and higher-level roles.
- Increased Confidence: Our comprehensive training program gives you the knowledge and tools you need to confidently handle SBA 7(a) loan closing tasks. As you gain expertise, you will feel more confident in your abilities, allowing you to tackle complex loan closings with ease and poise.
- Network Expansion: By enrolling in Coleman Training, you join a community of over 400 SBA 7(a) Loan Closers professionals. This opens up opportunities for networking, collaboration, and knowledge-sharing with like-minded professionals in your industry.
- Positive Impact on Loan Closing Process: Ultimately, our training program aims to positively impact the loan closing process. By equipping you with the necessary skills and expertise, we empower you to provide top-notch service to your clients and ensure a smooth and efficient loan closing experience.