Lender Training with SBA Lender Relations Specialist Kristy Couch

Northeast Texas SBDC and Ark-Tex Council of Governments are co-hosting an informative SBA Lender Training session designed to provide key insights and updates on SBA lending programs. This event is a great opportunity for lenders to collaborate, receive training, and stay informed about the latest SBA processes and changes. Lunch will be provided.

Agenda:

Welcome & Introductions

• ATCOG – Mary Beth Rudel, Executive Director and Melody Harmon, Economic Development Director
• Northeast Texas SBDC - Tim Wilson, Amber Keith, James Fugate

SBA Lender Training - Presented by Kristy Couch, Lender Relations Specialist with the SBA DFW District Office

• Overview of Agenda & Provided Packet
• Support, Training, & Collaboration with SBA
• Overview of 504 Program and Process
• New Changes in the Last 6 Months
• Lender Involvement
• Form 1244 / Required Documents
• Debt Refinance Guidelines
• Common Screen-Outs
• Borrower Information Requirements
• Property Information Considerations
• Becoming an SBA Lender
• SBA Orientation – Overview of Additional Loan Programs (time permitting)

Lunch, Q&A, and Networking

This training session is an excellent opportunity to enhance your knowledge, network with industry professionals, and gain valuable insights into SBA lending programs. We look forward to your participation!

Seating is limited, register now!

The North Texas SBDC is funded in part through a Cooperative Agreement with the US Small Business Administration and Dallas College. The North Texas SBDC Network is an Accredited Member of the Association of Small Business Development Centers. SBDCs are supported by the U.S. Small Business Administration and extended to the public on a non-discriminatory basis. The SBA cannot endorse any products, opinions or services of any external parties or services. Reasonable accommodations for persons with disabilities will be made if requested in advance. Language assistance services are available for limited English proficient individuals. Please contact [email protected]

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