Posts by Coleman Report
SBA Hot Topic Tuesday — America’s SBDCs on the Front Line Helping Small Biz Hurricane Victims
September 19, 2017 By Bob Coleman Editor, SBA Hot Topic Tuesday SBA Hot Topic Tuesday — America’s SBDCs on the Front Line Helping Small Biz Hurricane Victims Don’t forget about the free resources your local SBDC can offer to your small business customers who are facing the loss of their livelihood due to the recent…
Read MoreFraud Friday — Small Business Loan Broker’s Million Dollar Fraud
September 15, 2017 By Bob Coleman Editor, Fraud Friday Fraud Friday — Small Business Loan Broker’s Million Dollar Fraud Over a span of five years, Joseph Angelo defrauded 10 small business owners of more than $1 million by representing that his companies – Lease One Corp. and Palmtree Finance & Funding LLC – were brokers…
Read MoreColeman Movers & Shakers — Lance Sexton Named EVP of Bank of the Ozarks
September 14, 2017 By Bob Coleman Editor, Coleman Movers and Shakers Coleman Movers & Shakers — Lance Sexton Named EVP of Bank of the Ozarks “We’re so happy to have Lance join our team at Bank of the Ozarks. Lance and I have known each other as fellow bankers for 20 plus years and I…
Read MoreMaximize Efficiency: Automated Decisioning Throughout The Loan Process
Maximize Efficiency: Automated Decisioning Throughout The Loan Process Home Speakers Agenda Registration Introducing a 60-minute webinar for Small Business Lenders Date: Wed, Oct 4, 2017 2:00 PM – 3:00 PM EDT https://register.gotowebinar.com/register/3830430615701626881 Dial +1 (914) 614-3221 Access Code: 565-622-783 Audio PIN: Shown after joining the webinar Webinar ID: 757-940-683 How and where can lenders apply…
Read MoreSBA Hot Topic Tuesday — IDAP — The Unknown SBA Loan Disaster Program
September 12, 2017 By Richard Jeffery Guest Editor, SBA Hot Topic Tuesday SBA Hot Topic Tuesday — IDAP — The Unknown SBA Loan Disaster Program SBA’s Immediate Disaster Assistance Program (IDAP) is a quick way to get funds to a business that has suffered loss due to a disaster. Have you ever heard of it?…
Read MoreFraud Friday — Oklahoma Bank President Charged for Fraud in Overdraft Scheme
September 8, 2017 By Bob Coleman Editor, Fraud Friday Fraud Friday — Oklahoma Bank President Charged for Fraud in Overdraft Scheme Defense attorney Gary James said Ward isn’t contesting the charge and plans to enter a guilty plea. The attorney said Ward also was “carrying overdrafts” for certain customers, friends and family for long periods…
Read MoreDocumenting Equity Injection the SBA Way: Know the SBA SOP Rules to Avoid Costly SBA 7(a) Guaranty Repairs and Denials
Documenting Equity Injection the SBA Way: Know the SBA SOP Rules to Avoid Costly SBA 7(a) Guaranty Repairs and Denials Home Speakers Agenda Registration Learn best practices and SBA-compliance requirements for documenting your borrowers’ equity injections, perfectly, and correctly every time. This 75-minute webinar earns e-certification for all attendees. Date: Wednesday, February 12, 2020 Time:…
Read MoreColeman’s Movers & Shakers — Anderson and Munger Named VP, North State Gets PLP, Free Disaster Webinar
September 7, 2017 By Bob Coleman Editor, Coleman Movers and Shakers Coleman’s Movers & Shakers — Anderson and Munger Named VP, North State Gets PLP, Free Disaster Webinar Acclivity Financial appoints Katie Anderson as VP of Underwriting “We’re very excited for Katie to join our Acclivity Financial team,” says Danny Preston, Chief Executive Officer. “Business…
Read MoreMaximize Efficiency: Automated decisioning throughout the loan process
September 6, 2017 Maximize Efficiency: Automated decisioning throughout the loan process How and where can lenders apply technology solutions that provide the biggest impact to their small business clients and streamline the loan process? Enhancing the client experience remains a top priority for all financial institutions looking to stay competitive, especially in the midst of…
Read MoreSBA Hot Topic Tuesday — 77% Support SBA Lenders Funding Disaster Loans
September 5, 2017 By Bob Coleman Editor, SBA Hot Topic Tuesday SBA Hot Topic Tuesday — 77% Support SBA Lenders Funding Disaster Loans The stories about Main Street Texas are heartbreaking. And it looks like Act II may open in Florida next week. I’m not going to get into the debate of how many small…
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