Join CAMEO’s National CDFI Academy for a comprehensive series designed to enhance your skills and knowledge in CDFI microlending origination and portfolio management. The 9-course series on CDFI Microlending Origination and Portfolio Management will be split into two parts: 5 sessions on CDFI Microlending Origination, taking place from September 11th to October 30th, and 4 sessions on Portfolio Management, scheduled for November 6th to December 4th.
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 opportunity to enhance your skills and advance your career in CDFI microlending operations and portfolio management. Reserve your spot today! Please look out for a Goolge Calendar invite for the course that you have registered for, typically sent 3 days before the course begins!
Series 1: CDFI Microlending Origination
Session 1: Overview of Lending Functional Alignment, September 11th
Session 2: Pipeline Development and Building a Mission-driven Sales Team, September 18th
Session 3: Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, September 25th
Session 4: Microloan Underwriting I, October 2nd
Session 5: Loan Approval and Loan Committee, October 30th
Series 2: Portfolio Management
Session 1: Overview of Portfolio Management Functions, November 6th
Session 2: Loan Closings, Disbursements, Servicing, and Annual Credit Reviews,November 13th
Session 3: Delinquency Management, November 20th
Session 4: Portfolio Performance Oversight and Review, December 4th
CDFI Microloan Origination Series Overview
Session 1: Overview of Lending FunctionalAlignment, September 11th
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, September 18th
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, September 25th
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, October 2nd
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: Loan Approval and Loan Committee, October 30th
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.
About the Instructor
This course being offered from CAMEO’s National CDFI Academy will be presented by an industry expert.
Who should attend this course?
Given our intending funding and audience for these classes, the basic requirement is that you represent a nonprofit organization who is intending to make loans, a CDFI, or mission-based lender. We unfortunately are not able to accommodate for profit companies.
To ensure a focused and interactive learning environment, we encourage no more than 3 or 4 participants per organization.
Questions Regarding Course Content?
Please contact Douglas Craven: Senior Program Manager, CDFI Programs at dcraven@CAMEOnetwork.org.
Pricing
Non-member:
- Standard Rate (9-courses): $1,250
- Origination Series (5-courses standard rate): $625
- Portfolio Management Series (4-courses standard rate): $500
- Individual Course (per person standard rate): $125
CAMEO Members get 50% off on all classes:
- CAMEO Member Price (9-courses): $625
- Origination Series (5-courses CAMEO member): $312.50
- Portfolio Management Series (4-courses CAMEO member): $250
- Individual Course (per person CAMEO member): $62.50
CAMEO Membership and Trouble Registering
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 about CAMEO Memberships or if you are having trouble registering.
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