To sign up for training,
follow these steps: 1) read the Training Guidelines
2) fill in the form, print it off and fax it to the number below.
3) Use the printed form as an invoice and mail it with a check to the
address below.
Attend-> Getting Started in LMS - This session is geared towards the person(s) that will be responsible for defining the use of areas within LMS. This includes: Security, defining the print menu, history defaults, checklist defaults, custom data, risk rating system, and memo templates to be used throughout LMS including the Credit Memo. This session will also cover information regarding the conversion process from the existing system to the new.
10:00 AM (Pacific) 11:00 AM (Mountain) 12:00 PM (Central) 01:00 PM (Eastern)
90
$200
Julie Middleton
17
08/03/10
LMS Tour - This session is for NON-CUSTOMERS and provides a quick tour of LMS.
10:00 AM (Pacific) 11:00 AM (Mountain) 12:00 PM (Central) 01:00 PM (Eastern)
60
$ 0
Julie Middleton
17
08/04/10
Catch Up Calculator - This session will explain how to use the Catch Up Calculator for loan deferral requests. Session is actually conducted by Sam Jarman the programmer.
08:00 AM (Pacific) 09:00 AM (Mountain) 10:00 AM (Central) 11:00 AM (Eastern)
60
$100
Sam Jarman
12
08/04/10
Document Manager - This optional module is used to provide a means to complete non-SBA forms inside Word/Excel utilizing the data already inside LMS. It will show how to set up the templates and make those available within the Print Menu.
10:00 AM (Pacific) 11:00 AM (Mountain) 12:00 PM (Central) 01:00 PM (Eastern)
120
$250
Sean Gowens
18
08/18/10
Application Processing - This session is designed for the individuals responsible for the application process. The training process will follow the practical order for being the most productive in completing the new SBA Credit Memo.
10:00 AM (Pacific) 11:00 AM (Mountain) 12:00 PM (Central) 01:00 PM (Eastern)
120
$250
Julie Middleton
16
08/19/10
Ticklers & Servicing - All aspects of servicing is covered in this session i.e. ticklers, servicing actions, loan rating, collateral and guarantor tracking, field visits, 504 payment monitoring, profile sheets, etc.
10:00 AM (Pacific) 11:00 AM (Mountain) 12:00 PM (Central) 01:00 PM (Eastern)