Small Business Lending

The small business lending training program´s main goal is to provide you with a solid
credit foundation and the core skills necessary to underwrite small business lending loans.

Tom ran a highly informative, organized, and challenging course. Thank you Tom!.


$550.00Add to cart

This Course Includes:

Contact Tom Carlin


What you will learn

Course Description:

Our small business credit training program is designed to provide participants with the necessary skills to review and analyze small business lending requests. The program is intended for credit analysts, credit officers, small business lenders, loan review officers, branch managers, and relationship managers.  

Our program is low cost, effective, and comprehensive. It is structured in 8 modules, each addressing a specific aspect of small business lending. 

We have designed the program to give participants the financial skills and confidence necessary to ask the appropriate questions to uncover financing needs. By doing so, you will be able to develop stronger and more profitable relationships with your customers.

We understand that the lending landscape is constantly changing, and our program is updated to reflect these changes. We offer you the convenience of online learning, allowing you to take the course at your own pace and schedule.

Some of the topics covered in the program include Understanding your Small Business Customer, Tax Returns and Legal Structure, Combining the Balance Sheet and the Income Statement, Understanding Small Business Borrowing Needs, and much more.

We are proud to offer our comprehensive online small business lending program to you. It is our goal to provide you with the necessary skills and knowledge to succeed in the lending industry. 

Enroll in the Consumer Lending Course today and take the first step towards a successful career in lending.  

This Course Includes:

  • 12-15 hours of learning
  • 8 modules
  • Assessment at the end of each module
  • Final assessment


  • Prior knowledge is helpful, but not mandatory
  • PC/Laptop/Tab/Smartphone with internet access

Online Small Business Lending Training Program

We ofer you a low cost, efective, customizable and comprehensive on-line small business lending program. The program provides the core skills necessary to review and analyze small business lending requests. It gives participants the fnancial skills and confdence to ask appropriate questions to uncover fnancing needs. The result is an enhanced more proftable customer relationship.

Frequently Asked Questions

The Small Business Lending Training program is designed for anyone who is trying to build a career in the financial sector. It will help the participants like credit officers, loan review officers, business lenders, branch managers, and credit analysts learn the necessary skills required to analyze a small business lending request.

Designed with a goal to provide the participants with a solid credit foundation, the small business lending training will help you learn:

  • How to evaluate industry, business and management risks and their effect on loan repayment.
  • The difference between accrual and cash financial statements.
  • How to evaluate key ratios from the balance sheet and income statement.
  • The difference between legal structures including C Corporations, S Corporations, Partnerships, and Sole Proprietorships.
  • How to evaluate key financial information from tax returns and personal financial statements.
  • How to structure and underwrite commercial loans.

This training course/program includes 12-15 hours of learning which is distributed among 8 modules. Each module comes with an assessment at the end to track the progress of the participant. Also, after all the modules are completed, the final assessment is added to give you an idea about what you have learned throughout the program.

No. Having prior knowledge of the subject matter isn’t mandatory as the course is filled with all the important points in terms of subject matter. However, if you understand business lending terminology, it will help you find your way through the course more quickly.

All you need is internet access and a suitable device like a phone, tablet, computer, or laptop to access the training videos and modules.

Yes. This course absolutely aligns with the working schedule of the participants, which means you can access the training program whenever you are free. The online material is recorded not only to let you finish the course at your own pace but also takes the burden of attending the sessions on a strict schedule.

After completing the training program, you will be able to understand business lending concepts which will enable you to:

  • Uncover the financing needs or customers and prospects.
  • Analyze small business lending requests.
  • Build profitable customer relationships.

No, this course can only be accessed online.


$550.00Add to cart

This Course Includes:

Contact Tom Carlin




Please fill in your details below or contact us at 914 834 455 


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    Any of our online credit training programs when your institution purchases 3 or more licenses.

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