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Part 1: CDFI Microlending Operations and Portfolio Management Series

Part 1: CDFI Microlending Operations and Portfolio Management Series

When

04/18/2024 - 05/23/2024    
10:00 am - 1:00 pm

Event Type

Register Here for Series 1: CDFI Microlending Operations
Register Here for Part 2: Portfolio Management

Join CAMEO’s National CDFI Academy for a comprehensive series designed to enhance your skills and knowledge in CDFI microlending operations and portfolio management. The 10-course series on CDFI Microlending Operations and Portfolio Management will be split into two parts: 6 sessions on CDFI Microlending Operations, taking place from April 18th to May 23rd, and 4 sessions on Portfolio Management, scheduled for July 11th to August 1st.

Whether you’re new to the industry, transitioning to a new role, or seeking to deepen your expertise, this series offers a structured learning path covering essential topics from functional alignment to portfolio performance oversight. While these courses are designed to build upon each other, we understand that everyone’s schedule is unique.

Feel free to register for the sessions that best suit your schedule, whether it’s one or all of them. Don’t miss this NO COST opportunity to enhance your skills and advance your career in CDFI microlending operations and portfolio management. Reserve your spot today!

CDFI Microloan Operations
Session 1: Overview of Lending Functional Alignment, April 18th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Define core functions within a lending program.
  • Identify effective alignment using a functional organizational chart.
  • Learn assessment processes to evaluate current staff structure.
  • Understand implementation steps to migrate staffing structure.
  • Explore key elements of job postings and descriptions.

Session 2: Pipeline Development and Building a Mission-driven Sales Team, April 25th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Define key terms in the CDFI Industry and related certification requirements.
  • Learn strategies to identify target market characteristics and needs.
  • Assess staff alignment to support target market characteristics.
  • Understand components of pipeline development and tracking.
  • Explore continuous improvement strategies for increased results.

Session 3: Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, May 2nd
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Define the role and importance of the intake function.
  • Understand prequalification requirements and underwriting criteria.
  • Identify elements of successful loan application and required documents.
  • Explore efficient loan packaging processes.
  • Differentiate pre-loan technical assistance from loan packaging.

Session 4: Microloan Underwriting I, May 9th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Understand prequalification requirements and underwriting criteria.
  • Learn predictors or repayments for microloans.
  • Assess credit and repayment for microloans.
  • Evaluate cash flow through Global Debt Service Coverage.

Session 5: Microloan Underwriting II, May 16th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Revisit key content from Microloan Underwriting I.
  • Define roles of co-signers and guarantors.
  • Explore predictors of repayment for larger loans.
  • Identify successful underwriting approaches.
  • Strategies for staffing the underwriting function.

Session 6: Loan Approval and Loan Committee, May 23rd
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Identify key elements of a loan approval authority policy.
  • Define responsibilities and structure of a loan committee.
  • Understand required loan committee skills for risk management.
  • Define core elements of an effective loan committee charter.