Best Practices in Packaging Small Business Loan Applications


October 4, 2017 to October 5, 2017


Jason Friedman, Principal, Friedman Associates and Aaron Mosser, Trainer, Friedman Associates

This two-day training will provide Business Developers, Technical Assistance Providers, and Loan Officers, the concepts, skills, loan packaging process roadmap, and tools needed to prepare a complete loan package/application and increase the effectiveness and efficiency of the loan packaging process prior to submitting to underwriting.  It will also provide them with a practical experience on how to complete a loan application and represent an entrepreneur or small business owner for the purpose of obtaining financing to start, stabilize, or expand a business.

As well, time will be set aside at the end of each day (4:00 pm – 5:00 pm) for two trainers to work 1 on 1 or small groups (up to four organizations) to discuss specific issues or challenges they are facing while working on loan packaging. We will require participants to sign up for a session in advance to assure that all can be accommodated.  

Registration deadline: 

Friday, September 22, 2017

Registration fee: 


Type of event: 

MKI Training

Learning area: 

Economic Development


MGCC, Dorchester Bay EDC