Best Practices in Packaging Small Business Loan Applications


October 4, 2017 to October 5, 2017


Urban Edge
1542 Columbus Avenue
Roxbury, MA 02119


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.  

About the trainers: 

Jason Friedman, Principal. For nearly 30 years, Jason been driven to increase access to capital for low-wealth individuals and communities. He develops access to capital initiatives for state and local governments, foundations, and nonprofits across the country. He managed capacity building initiatives for the U.S. Small Business Administration (SBA) and designed a new grant making initiative for the Northwest Area Foundation (NWAF). Jason led and expanded a statewide CDC in Iowa, and was the Director of Training and Education for the Association for Enterprise Opportunity (AEO). He served under former Governor Mario M. Cuomo  as an Economic Development Advisor. With Friedman Associates, Jason has amassed a CDFI Consulting Team team working across the country to support lenders to create real change and impact.

Aaron Moeser, Associate: We are honored to have Aaron join our team at Friedman Associates CDFI Consulting. Aaron has significant experience in banking, non-profit lending, and small business ownership. As the Vice-President of Cornerstone Community Bank, he was responsible for developing new business with companies with annual sales of $2 million to$ 50 million, and originated and underwrote credit, analyzing credit risk and cash flow.  As the senior loan officer for Wisconsin Women’s Business Initiative Corporation in Milwaukee, he evaluated and analyzed credit risk for new loan applicants, managed and monitored loan portfolio, and provided technical assistance to existing business owners and new loan clients.  As of one of our CDFI Consultants, Aaron works with CDFIs all over the country to provide underwriting training and also evaluates and underwrites small business applications. He has an MBA from Marquette University school of business.

Registration deadline: 

Monday, October 2, 2017

Registration fee: 


Type of event: 

MKI Training

Learning area: 

Economic Development


MGCC, Dorchester Bay EDC