EmailSmall Business Lending Essentials Seminar
This one-day program is designed to assist business lenders in meeting the credit needs of their small business customers and overcoming the challenges that those customers present in today’s difficult lending environment. Students who attend this session will learn to ask the right questions of business borrowers and to match the correct banking products to their customers’ needs. Emphasis will also be placed on the decision-making process that small businesses undertake when they decide to borrow money.
Learning Objectives
- Identifying the characteristics of small business owners
- Understanding the borrowing needs of small business customers
- Recognize the symptoms associated with various types of borrowing needs
- Analyzing customer loan requests effectively in order to match specific loan products to small business customers and their needs
- Directing small business owners to sources of technical and financial assistance through public and private non-sector organizations
- Using the Small Business Administration and other governmental programs as credit enhancement mechanisms
- Understanding the basic financial concepts that impact the health of small businesses
- Speaking the language of small business owners through an understanding of basic small business financial terminology
Participants in this course should dress casually and bring a calculator. All other materials, including a course manual, will be provided.
Delivery Method and Program Level/Content:
This live program will explore topics that are essential for individuals who work with small business borrowers either as lenders or in the area of business development. Tools to be used include case studies, class interaction, and other standard learning techniques.
Who Should Attend:
This class is designed for small business lenders, branch managers, business development officers and others who meet the credit needs of small business borrowers. The information presented is designed for bankers who wish to enhance their lending skills and job performance.
Instructor:
Vincent DiCara is a co-founder of Development Finance Training and Consulting, Inc. (DFTC). He has been involved in evaluating and meeting the credit needs of small and medium-sized businesses for more than twenty-seven years as a business advocate, lender, credit analyst and trainer in the public, private non-profit, and private sectors. Immediately prior to establishing DFTC in 2002, Mr. DiCara was the Principal of Development Consulting Services, a consulting business which provided business plan development and financial packaging services.
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| In-House | Any | Submit Request |
