5 episodes

The Small Business Administration has started accepting 1502 filings, a process which triggers payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer Banking Segment Leader Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno Associations, to provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into the intricacies and nuances of 1502 filings, including servicing, cancellations and delinquencies.

Banking Compliance Insights By Wolters Kluwer Radio America

    • Entrepreneurship

The Small Business Administration has started accepting 1502 filings, a process which triggers payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer Banking Segment Leader Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno Associations, to provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into the intricacies and nuances of 1502 filings, including servicing, cancellations and delinquencies.

    Episode 5: Loss Mitigation: Navigating Operational Challenges in a Pandemic Environment

    Episode 5: Loss Mitigation: Navigating Operational Challenges in a Pandemic Environment

    At the end of allowable forbearance periods required under the CARES Act, there will be a wave of borrowers requiring post forbearance workouts. Servicers are concerned about having the capacity to handle the impending wave of loss mitigation workouts. Wolters Kluwer Banking Segment Leader Samir Agarwal interviews Chris Zimmerman, a product manager for servicing technology solutions to provide strategies for operationalizing servicing in a remote environment. He will also offer strategies and policies to assist your institution with multiple pandemic-driven challenges, including an influx of loss mitigation workouts.

    • 32 min
    Episode 4: Fairness in the Face of Crisis: Fair and Responsible Banking in the Midst of Chaos

    Episode 4: Fairness in the Face of Crisis: Fair and Responsible Banking in the Midst of Chaos

    The COVID-19 pandemic has created an increasing number of vulnerable populations. Coupled with regulatory programs to provide relief, dispersed workforces and distant banking, keeping a focus on fairness and fair lending has been difficult. Wolters Kluwer Banking Segment Leader Samir Agarwal interviews Britt Faircloth a managing consultant with Wolters Kluwer consulting services team who will provide strategies for keeping fairness central to your program throughout the product lifecycle.

    • 21 min
    Episode 3: A Lender’s Guide to Forgiveness

    Episode 3: A Lender’s Guide to Forgiveness

    The Small Business Administration has started processing PPP loan forgiveness. Wolters Kluwer Banking Segment Leader Samir Agarwal interviews Neal Doherty a managing consultant with Wolters Kluwer consulting services team on the mechanics of forgiveness, including preparing borrowers and managing expectations post forgiveness.

    • 37 min
    Episode 2: PPP Legislative Updates That Impact 1502 Filings and Procedures for Submission

    Episode 2: PPP Legislative Updates That Impact 1502 Filings and Procedures for Submission

    The Small Business Administration has started accepting 1502 filings, a process which triggers payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer Banking Segment Leader Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno and Associates, dig deeper into the process for submitting 1502 filings and tracking payments. Special topics discussed include: impact of cancellations, partial forgiveness and servicing on 1502 filings.

    • 22 min
    Episode 1: Ongoing 1502 Filing Requirements and Common Errors to Avoid

    Episode 1: Ongoing 1502 Filing Requirements and Common Errors to Avoid

    The Small Business Administration has started accepting 1502 filings, a process which triggers payment of PPP loan processing fees to PPP lenders. In this two-part podcast series, Wolters Kluwer Banking Segment Leader Samir Agarwal has invited Lori McCausland, a Senior Associate with JR Bruno Associations, to provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into the intricacies and nuances of 1502 filings, including servicing, cancellations and delinquencies.

    • 19 min

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