Certified Development Company - Training:
Every stakeholder in the CDC has some interest in continuing education and training. Most CDC's develop a training module themselves to educate their community, their lending partners, their board members and in some cases their staff. Training can encompass a variety of topics from business development and customer service to highly detailed technical training on what to do with a specific form or SBA policy/procedure.
At sbaAccess, we're committed to developing and delivering best in class training on a variety of topics for the CDC professional. The principals of the firm are both deeply involved with the SBA and all the programs including 504. We serve on CDC boards or loan committees and we have either partnered with CDC's as 3rd party mortgagee lenders or as CDC staff fulfilling a range of responsibilities. We've been there and we know your issues.
Our senior associates are experts in specific niches of SBA Lending including liquidation and workouts (guaranty purchase). Don't let specialized or unique business scenarios intimidate you or your team. We can't say we've seen it all but if we haven't experienced it, we know how to tool up to deal with any given scenario in the SBA Lending world.
We at sbaAccess recognize that adults need some level of input and control over their educational needs. We've studied adult learning and facilitated approaches to learning for adult individuals and groups for many years with great success.
Here is a sampling of some of our core curriculum and we are continually developing new content and we stand prepared to customize (pick and choose or develop from scratch) to suit your unique needs. Call us for a free consultation to see if our approach to training matches up to your needs.
Inventory of Training Courses:
Sales and Service Delivery
- Attitudes and beliefs drive behavior - tools for tune up
- Team dynamics and the power of role clarification
- What's up with those bankers anyway? What makes them tick?
- Tips for dealing with difficult customers
Fundamental SBA Lending - 7(a) and 504
- Fair and impartial comparison and contrasts of the SBA programs
- Address key eligibility and packaging issues
- Critical credit elements to be addressed in the credit analysis
- Learn how to think about business loans the "SBA Way"
- Obtain multiple tools and job aids to facilitate the learning curve
Policy and Procedure Implementation
- Customized help for your team to implement new approaches
- Focus on role clarification and smooth handoffs
- Delineation by product, process and specific role - detailed and clear
504 Intensive Servicing, Workouts, and Guaranty Purchase
- Unpack the mysteries of the SOP 5050 (servicing) and 5051 (liquidation and guaranty purchase) processes
- Focus on practical, real life examples of what can go wrong and how to deal with it
- Address pluses and minuses of the various programs from a workout and wrap up perspective
Different Approaches to Training:
Classroom (private) Training
- We come to you
- We customize the training to your needs
- We design "interactive", hands on approaches to learning
- We provide materials to supplement the presentation
- We mix approaches (not just a power point....think FUN)
Webcast (remote) Training
- Access by telephone and computer
- Break the training into "mini" presentations, to spread out over a period of time (to accommodate the real world work place)
- Think 2 hour segments each day for several days (not a full day on the phone)
- Topic Focused (rather than talk about the entire closing documentation requirements - let's just focus on the loan authorization, for example)
Public Training Events
- Invite us to a local lender event
- Conferences, luncheons, roundtables, focus groups
- Our keynote presentations are motivational, upbeat....but informative
- Break out session topics should be timely and succinct (and interesting....not the same old message). Try us out to generate enthusiasm among your attendees
One on One Coaching
- You only have one or a couple of staff members, so it doesn't make sense to have a classroom training
- We will design an "online" course (think correspondence learning) to address their learning requirements
- AND, we will be available by phone, chat room and/or email to answer follow up questions and "coach" them through the topic
Job Aides
- Most student only retain 25% (or less) of what they learn in a classroom setting UNLESS they have something to "tie" them to the topic after the class is over
- We supply guides, "cheat sheets", flow charts, templates (and much more) in our inventory of resources
- Purchase them separately, or have us build them into the training we design for your team
