Join CAMEO’s National CDFI Academy for Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, a training session designed to strengthen your microlending origination process and improve loan deployment outcomes.
In this interactive session we will explore the building blocks of intake, loan application, and packaging, and how to set up a mission-driven process that moves borrowers through intake toward approval. This session will also explore the difference between technical assistance and loan packaging, a distinction that can save your team time and build strong relationships with clients.
In this 90-minute session, you’ll learn how to:
- Define the role and importance of the intake function.
- Understand prequalification requirements.
- Identify elements of an efficient and effective loan packaging process.
- Differentiate authentic pre-loan technical assistance from loan packaging.
Cost:
- Texas-based organizations: $25 per person
- CAMEO Members: $100 per person
- Non-CAMEO Members: $200 per person
About the Trainer:
Leslie Hoffman is the principal and founder of LEH Consulting Group. She began her career as a journalist, covering a wide range of topics as a newspaper and Associated Press reporter. A tour in the Peace Corps in El Salvador planted the seeds of a community development career. Leslie joined the U.S. microfinance sector, serving in various leadership roles overseeing lending, portfolio quality and asset recovery, client service, communications, and strategic partnership development. Her consulting work focuses on capacity building and business strategy for nonprofits, Community Development Financial Institutions (CDFIs), community colleges, community-based networks, and small businesses. She is also a professional faculty member at the University of New Mexico’s Anderson School of Management where she has taught courses in entrepreneurship and nonprofit management.
CAMEO Membership
To learn more about CAMEO membership benefits and pricing, please click here. Scholarships are available for organizations that qualify. Please contact Dara Dado at ddado@CAMEOnetwork.org to learn more.
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If you’re interested in other CAMEO Training’s like this, make sure to check out our other training and events using the link’s below!
Technology Training Series Session 1: Technology Strategy – May 15 at 10AM PT
Technology Training Series Session 2: Technology Deployment – May 22 at 10AM PT
Technology Training Series Session 3: Technology Management – May 29 at 10AM PT
2025 CAMEO Network Summit – May 28 and May 29 in Sacramento
CDFI History and Impact – June 5 at 10AM PT
Understanding the CDFI Certification – Seven Tests – June 18 at 10AM PT
Understanding the CDFI Certification Application – June 26 at 10AM PT