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SBA Secondary Market Loan Sales

SBA Lenders Get More Profits/Liquidity Through Loan Sales

SBA Secondary Market Loan Sales is a training bundle offering two courses that describe how to use the market that’s available to sell the guaranteed portion of SBA 7(a) loans and the senior first mortgage loans issued in conjunction with SBA 504 loans. This package provides a 7-day license for one low price, saving 10% off regular training fees.

BC-02

INSTRUCTOR:   ROBERT ‘BOB’ JUDGE & JORDAN BLANCHARD

FORMAT:              Streaming video/On-demand

DURATION:        Two videos, total 45 minutes

SKILL LEVEL:      Intermediate Level

AUDIENCE:         Loan Officers, BDOs, Relationship Managers, Credit Analysts, Loan Underwriters, Loan Processors, Chief Credit Officers (CCOs), Senior Loan Officers (SLOs), Loan Committee members and other direct lending staff

INCLUDES:          Bundled course options offer full access to all videos for 30 days along with presentation transcript/slides formatted as user resource.

Course Description

The credit enhancement offered through the SBA loan guarantee enables participating lenders to sell off a portion of their loan production to meet revenue targets or balance sheet liquidity. It may be important to smaller banks that depend on the flexibility SBA lending offers. Likewise the 504 first mortgage secondary market can empower banks to make competitive decisions without draining precious liquidity, or accommodate client needs without tying up too much capital in a long term asset.

This short video series teaches bank managers, credit chiefs, senior lenders and business development officers how to navigate through the selling decision, loan buyers, and process to meet your SBA lending objectives more efficiently and profitably.

Get more course information below or register for any single title by clicking on the title.

ACCESS VIDEO TRAINING
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SBA 7(a) Secondary Market

This course explains how the market works, what’s required to settle a loan sale, how to boost 7a loan sales, and improve financial yields in this highly profitable market.

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SBA 504 Secondary Market

This course explains selling first lien mortgages as an alternative to declining deals and explains how the 504 secondary market works, who participates, and what’s required to settle loan sales.

SINGLE USER
  • This course provides 30-day license
  • Unlimited viewing by one (1) individual user
  • Downloadable presentation transcript & slides
  • High quality, streaming video available 24/7
  • View on any device at office, home or on the road
  • No membership dues or travel req.
  • All courses count toward future credential awards
BUY NOW – $229
GROUP USER
  • 30-day license for unlimited viewing in single location
  • Or, viewing for up to fifteen remote individuals (fwd. name/emails to Registration@SBFI.org)
  • Downloadable presentation transcript & slides
  • High quality, streaming video available 24/7
  • View on any device at office, home or on the road
  • No membership dues or travel req.
BUY NOW – $659
ADDITIONAL SITES
  • Additional site license for larger organizations
  • Register individuals over group site limit defined at left
  • Requires at least one Group Registration
  • Downloadable presentation transcript & slides
  • High quality, streaming video available 24/7
  • View on any device at office, home or on the road
BUY NOW – $99
Bob Judge sm

ROBERT ‘BOB’ JUDGE

Bob Judge has over thirty-five years of fixed income trading. In 2006, Bob co-founded Government Loan Solutions, Inc. (GLS), to bring greater efficiency, and productivity to the SBA marketplace through the use of technology.  He is a recognized expert in the valuation of SBA-related assets as well as the SBA secondary market and is the editor of the CPR Report®, a widely-read monthly publication that tracks SBA loan default, prepayment and secondary market activity.

Jordan Blanchard is CEO of 504 Fund Advisors, LLC, a wholly-owned subsidiary of Live Oak Bancshares, and the investment advisor to The 504 Fund (the Fund). Jordan and his team are responsible for all lending operations related to the Fund including bidding on new and existing loans, underwriting, closing, and loan servicing. Jordan is also heavily involved in investment raising activities and regularly presents to banks, credit unions and socially-conscious investors.

Jordan Blanchard

JORDAN BLANCHARD

How Do I Get Started?

When you buy, you’ll be connected directly to our video training page login to register ID & payment information and can access video training immediately. Your license enables you to return and watch the video an unlimited number of times during the license period.Video training can be accessed anytime at: https://training.sbfi.org/signup/

FAQs

Search our FAQs for answers to other questions you may have here.

Refunds/Exchanges

We want you to be satisfied with the presentation you select, but if you’re not, we’ll gladly replace it with a more suitable program at no charge. Email Support@SBFI.org

Video License

Your license enables you to return and watch the video an unlimited number of times during the license period. Streaming video training is subject to our Video License Agreement. Please see more details here. For questions about the limitations of our video license, contact us at Support@SBFI.org.

Review the latest training courses offered by category:

CRE LENDING
SBA LENDING
ABL & MORE LENDING
BUSINESS DEVELOPMENT
UNDERWRITING
& ANALYSIS
CREDIT
MANAGEMENT
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