The Preston Group, LLC
Proprietary Products
 Proprietary Products

Proprietary Products SBA 7(a) Lending Proprietary Products SBA 504 Lending

Process & Loan Review
 Process & Loan Review

Process & Loan Review 7(a) Process & Loan Review 504

Practicality Training
 Performance Training

Performance Training 7(a) Performance Training 504

Certified Development Company

Comprehensive Review of SBA Department Reflecting Aspects of SBA OCRM SMART Concept:

Comprehensive Review of SBA Department Reflecting Aspects of SBA OCRM SMART Concept

Organizational Charts, SBA Process & Procedures Manual, Internal Control Policy, Checklists

  • Solvency
  • Reserves
  • Performance Rates
  • Predictive Indicators
  • Mergers & Acquisitions
  • Concentrations
  • Portfolio Risks
  • Marketing
  • Eligibility
  • Processing
  • Collateral
  • Underwriting
  • Delegations of Authority
  • Third Party Reports
  • Closing
  • Funding
  • Servicing
  • Risk Rating System
  • Early Defaults
  • Loan Agents/Brokers
  • Intensive Servicing
  • Debenture Repurchases
  • Quarterly Servicing Reports
  • Payment Remittances
  • Conflicts
  • Regulatory Organizational Requirements
  • Strategic Plan
  • Management Sufficiency
  • Reporting
  • Training
  • Operational Risks
  • Internal Controls

Reports Provide Comprehensive Assessment with Identification of Corrective Measures and Recommendations for Improvement.

“You Perform, We Perfect”®

Links: SBA | HAGGL | NAGGL | NADCO | USDA | WBENC | WBEA

The Preston Group, LLC is certified as a 100% woman owned small business.

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