Development Finance Training and Consulting Inc.

Development Finance Training and Consulting Inc. | p: 207 669 4257 | f: 516 539 3550 |

“CUNA’s Business Lending Credit Analysis course contains a wealth of very practical information for attendees. Excellent, highly qualified instructors lead you though the entire analysis process and even the most experienced lenders would benefit from the information provided”
San Diego
December, 2006

“This was one of the best classes I've ever been to because the instructors were able to keep the class interested in the subject matter. The open forum discussions were also very intriguing.”

August 2007

"The Board of Directors would like to say a gracious "Thank you" for the services and commitment of DFTC towards restoring the credit union to a sound, vital, and thriving financial institution. As a board, we have gained knowledge and greatly benefitted from the experience and dedication of DFTC as your staff assisted and directed our management staff and employees over the past year."
April 2010

“This class was very informative. Vincent was a very inspirational speaker. Great knowledge on this subject. Was willing to share all info and places to go to get useful information. Awesome- will come again!!”
February 2007

"We turned to DFTC to provide assistance with 3rd party reviews and to assist in dealing with two workout scenarios. The technical assistance and service that they brought to bear on these situations was of the highest caliber and greatly appreciated"
July 2010

Economic Development Consulting Services

Interim Management of Revolving Loan Funds (RLF):
DFTC's founders have managed revolving loan funds of varying sizes that have been capitalized with public sector funds.  As a result of this expertise, we can ensure that you achieve specific programmatic compliance with the requirements of loan fund providers.  Additionally, DFTC can address all other aspects of your RLF program including intake, underwriting, delinquent loan management and monitoring.

On-Site Review of RLF Portfolio:
DFTC prepares organizations for the next audit from their funding provider. We will review your legal and servicing files for compliance with your program providers. In addition we will provide a written report on your loan portfolio that outlines any corrective action that needs to be taken.

RLF Policy and Procedures Manual Development:
DFTC can provide you direction and prepare an effective Procedures and Policies Manual that will improve the management, monitoring and performance of your RLF portfolio

DFTC has earned the reputation of being a leader in training and consulting services. Our primary customers are community lenders in the banking, credit union, and economic development sectors.

With our extensive experience in the financial services industry, DFTC knows what it takes to effectively develop and increase financial management skills. The real world experience of DFTC's financial experts provides an unsurpassed learning opportunity. With experience as commercial lenders, entrepreneurial business owners and business consultants, our perspective brings each subject matter alive by using real-life examples. Our teaching style also creates a relaxed environment that fosters interactive participation and empowers students to take control of their own learning.

Contact us to day for more information.