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 Operations, 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. Please feel free to register for the sessions that align best with your availability.
Don’t miss this opportunity to enhance your skills and advance your career in CDFI microlending operations and portfolio management. Reserve your spot today!
Series 1: CDFI Micolending 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 6: 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
Portfolio Management Series Overview
Session 1: Overview of Portfolio Management Functions, November 6th
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, November 13th
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, November 20th
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, December 4th
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.
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.
About the Instructor
This course being offered from CAMEO’s National CDFI Academy will be presented by an industry expert.
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
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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