Consulting & Training


 Consulting & Training for Financial Institutions

Tailored support for SBA, underwriting, compliance, and strategic growth

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General Consulting for Your Institution

Strategic Consulting for Banks & Credit Unions


We provide customized consulting services designed to strengthen your institution’s lending and advisory operations. From improving internal processes to guiding your SBA strategy, our goal is to help your team increase efficiency, minimize risk, and enhance client relationships.

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Training & Education

SBA & Lending Training Programs


Our team offers hands-on training sessions covering SBA programs, underwriting best practices, compliance, and loan servicing.


Whether it’s a refresher for experienced staff or onboarding new team members, we’ll equip your institution with the knowledge to stay ahead of regulatory changes and industry standards.

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Questions you might have?

Or things you may be interested in.

  • What types of consulting do you offer financial institutions?

    We provide customized consulting services that focus on SBA lending, loan underwriting, loan servicing, and compliance. Whether you’re looking to improve internal processes, strengthen risk management, or expand your SBA portfolio, we tailor solutions to meet your institution’s goals.

  • Can you train our staff on SBA lending and underwriting?

    Yes. We offer training programs for teams of all sizes, covering SBA 7(a) and 504 programs, underwriting best practices, regulatory compliance, and servicing requirements. Our sessions are interactive, practical, and designed to build confidence in your staff’s lending knowledge.

  • Do you provide consulting for both banks and credit unions?

    Absolutely. We work with banks, credit unions, and other lending institutions nationwide. Each engagement is customized based on your institution’s charter, customer base, and lending goals.

  • How does your consulting process work?

    We begin with a discovery call to understand your institution’s needs. From there, we develop a consulting plan that may include on-site visits, remote training, process reviews, or one-on-one advisory sessions. Our approach is flexible, so you receive the right level of support.

  • What if we don’t see the specific service we need listed?

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