Understanding Loan Methodology

Welcome to the Inclusivity Project course Understanding Loan Methodology!

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Description

Explore the intricacies of loan methodology in our upcoming 1.5-hour workshop designed for individuals and professionals eager to broaden their understanding of loan processes. This insightful session will encompass all aspects of loan methodology, from fundamental concepts and various types of loans—including personal, auto, mortgage, and business—to the key factors influencing loan approval, such as credit scoring and debt-to-income ratios.

Attendees will explore the various factors that affect loan terms and approvals. The workshop will cover innovative loan products such as peer-to-peer lending and examine the impact of technology in finance, including fintech and mobile platforms.

This workshop, concluding with a Q&A session, presents an outstanding opportunity for anyone seeking to deepen their knowledge of financial products or understand the mechanisms governing loan approval and disbursement. Join us to gain valuable insights for enhancing personal or professional financial decision-making
If you are interested in NorCal SBDC advising services, please sign up for our services: https://www.theinclusivityproject.com/join-us/

If you are already working with a business advisor there is no need to sign up again and we hope you are enjoying their services. If you are already an SBDC client who is interested in meeting with the instructor please email us at training@norcalsbdc.org.
MEET THE INSTRUCTOR

Dr. Joaquin Wallace

Dr. Joaquin Wallace is a dynamic and engaging speaker. As an educator, community advocate, visionary, and author, he draws from his personal experience to deliver influential and invoking keynote presentations related to leadership and coaching, personal motivation, non-profit program development and implementation, as well as financial wealth building and education.

Dr. Wallace’s life course inspired him to establish Project Transition, Inc. This welfare-to-work program empowers the "working poor" and provides access, opportunity, and real-life experience to be competitive within the "white-collar" workforce. Project Transition has benefited more than 1,000 program participants in Alameda County.

Dr. Wallace has been featured in Contemporary Black Biography: Profiles from the International Black Community and is among the most influential African Americans in the 21st century. Moreover, Dr. Wallace’s accolades include being the recipient of the Oakland Chamber of Commerce Community Based Non-Profit of the Year award and the Wells Fargo Living Makers in History award, as well as receiving recommendations from both the Ford and the Annie B. Casey Foundation fellowships.
Visit www.norcalsbdc.org
To sign up for one-on-one advising and no cost training with the NorCal SBDC.

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