Roundtable Event

Best Practices and New Tools for SBA 7(a) Lending

04.05.2016 - 04.05.2016 (lending)

1 p.m. CST Online via Adobe Connect

Join Telhio Credit Union in Ohio as they discuss their member business lending program, and how they have utilized the SBA and their SBA One tool to support that success.

Telhio CU's Derrick Bailey and Elyse Mizer will share their insights into the benefits of SBA financing for your member business loan portfolio and experience processing and servicing SBA’s 7(a) Regular, 7(a) Small, SBAExpress, as well as Export Loans.

Plus, Derrick and Elyse will discuss their experience using SBA’s new online lending platform SBA One. After, Genevieve Sansom, Lead Business Analyst from BNY Mellon will conduct a training of SBA One.  The overview will cover the main features and functionality such as My Workspace, Loan Origination System, Document Management and E-signature.  There will also be a preview to the updates being implemented later in the year. 

Your speakers:

Derrick Bailey, VP Business Services, Telhio Credit Union

Derrick has over a decade of financial industry experience and manages Telhio’s Business Services Department to help ensure outstanding service in Commercial and SBA Lending. He is a member of the Telhio Speakers Bureau, which offers free presentation and workshops on a variety of financial topics. For the last 3 years, Derrick has helped Telhio achieve the status as a top SBA 10 lender in Central Ohio. Derrick has a master’s degree in Business Administration from Capital University and a bachelor’s in Business Administration from the University of Toledo. He currently services on the Small Lender Committee for the National Association of Government Guaranteed Lenders.

Elyse Mizer, Commercial Lending, Telhio Credit Union

Elyse has been helping consumers and businesses navigate the financial lending world since 2007.  After graduating from Ohio University and, Elyse worked for a large financial institution before joining Telhio Credit Union.  Elyse is originally from Coshocton, Ohio and is an active member of CREW.

Genevieve Sansom,  Lead Business Analyst, Bank of New York Mellon - Corporate Trust Technology Division

Genevieve, as a Lead Business Analyst, provides on-site support to SBA as well as works on initiatives for the development of SBA One.   She has been with the Bank for the last 5 years and currently works at SBA’s headquarters in DC.In that role, she provides on-site support to SBA as well as works on initiatives for the development of SBA One.  She has been with the Bank for the last 5 years and currently works at SBA’s headquarters in DC.

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