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Series 2: CDFI Microlending Operations and Portfolio Management Series

Series 2: CDFI Microlending Operations and Portfolio Management Series

When

07/11/2024 - 08/01/2024    
10:00 am - 1:00 pm

Event Type

Register Here for Series 2: Portfolio Management
Register Here for Series 1: CDFI Microloan Operations Series Overview

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!

Portfolio Management Series Overview
Session 1: Overview of Portfolio Management Functions, July 11th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Understand portfolio management functions and industry standards.
  • Identify essential loan policies for portfolio management.

Session 2: Loan Closings, Disbursements, Servicing, and Annual Credit Reviews, July 18th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Explore elements of a complete loan closing process.
  • Understand loan disbursement policies and loan servicing.
  • Define core elements of the annual loan review.

Session 3: Delinquency Management, July 25th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Understand delinquency management and repayment psychology.
  • Define key industry terms and policies.
  • Identify chronology and related activities of delinquency management.
  • Define staff roles and responsibilities for effective collections.

Session 4: Portfolio Performance Oversight and Review, August 1st
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Understand portfolio performance oversight goals and policies.
  • Identify activities for effect portfolio management oversight.
  • Define roles and responsibilities in portfolio management.
  • Learn about portfolio management reporting.