2022 SBA Lender Oversight: What you Need to Know And Do — Webinar May 4
Complimentary Coleman Webinar Sponsored Garcia & Ortiz, P.A., Blue Foundry Bank, and Windsor Advantage 2022 SBA Lender Oversight: What you Need to Know And DoWed, May 4, 2022 2:00 PM – 3:15 PM EDTRegister for Free: https://global.gotowebinar.com/register/260166147Dial +1 (213) 929-4212Access Code: 455-028-702Webinar ID: 260-166-147Download Handouts OverviewSBA Lender Oversight in 2022SBA’s New Lender Enforcement PowersOCRM’s Evolving…
Read MoreFraud Friday – Another Former banc-serv Employee Sentenced for Fraud?!
April 29, 2022 Delaney SextonContributing Editor Fraud Friday – Another Former banc-serv Employee Sentenced for Fraud?! Michael Slater, the Founder and President of Vital Financial Services, was sentenced to 14 months in prison earlier this month in the Valley Bank fraud case, but prosecutors argued for a sentence of almost 5 years. Since Slater has…
Read More10 Pitfalls in SBA 7(a) Loan Closing — Webinar 5/18
4 Easy Ways to Order!Pay Online with Paypal here Email bob@colemanreport.com to charge your credit card on file Fax a Registration Form to 818 790 7859 Call Joseph Coleman at 818 790 4591 ex 1 A 75 minute video webinar your staff can participate in.A Coleman WebinarDate: Wednesday, May 18, 2022Time: 2:00 p.m. EasternDownload a…
Read MoreColeman Movers & Shakers – Davina Bergin, Michael Hughes, Travis Wheeler, and Andrew Harris
April 28, 2022 Delaney SextonContributing Editor Coleman Movers & Shakers – Davina Bergin, Michael Hughes, Travis Wheeler, and Andrew Harris Evolve Bank & Trust Appoints Davina Bergin as President, SBA Lending Division “Davina’s experience is second-to-none,” says Scott Stafford, President and CEO of Evolve. “She has committed her entire career to SBA Lending. Her expertise…
Read MoreC-Suite Wednesday – Two-Thirds of New Jobs are Created by Small Businesses
April 27, 2022 Delaney SextonContributing Editor C-Suite Wednesday – Two-Thirds of New Jobs are Created by Small Businesses “The COVID-19 pandemic brought economic recession and the most severe decline in employment since the Great Depression,” writes Daniel Wilmoth. The SBA Office of Advocacy released a new report about small business job creation and losses throughout…
Read MoreSolve sam.gov and Background Check Compliance with a Coleman Confidential Data Report
NOW, you can order a data report for individuals and businesses that summarizes the most important data for you to determine SBA loan eligibility. Presented in a one page sheet, followed by supporting documentation, the Coleman Confidential Data Report gives you a summary of public data. Simply provide a name and address and we’ll produce…
Read MoreSBA Hot Topic Tuesday – Lendistry Granted SBLC License to Provide Mission Based Lending
April 26, 2022 Delaney SextonContributing Editor SBA Hot Topic Tuesday – Lendistry Granted an SBLC License to Provide Mission Based Lending “There are millions of new small businesses entering the market following The Great Resignation, and a significant number of them are owned by women and minorities,” says Everett K. Sands, CEO of Lendistry. “These…
Read MoreFraud Friday – Former Swiss Banker of the Year Guilty of Fraud, Used Bank Funds at Strip Clubs and Tinder Dates
April 22, 2022 Delaney SextonContributing Editor Fraud Friday – Former Swiss Banker of the Year Guilty of Fraud, Used Bank Funds at Strip Clubs and Tinder Dates “[His] understanding, whereby practically all expenditures of a business person fall under disposable company expenses so long as any remote connection to the business activity exists, clearly went…
Read MoreColeman Movers & Shakers – Dan Adler, Michael Swanson, Genevieve Lua, and Alex Griffin
April 21, 2022 Delaney SextonContributing Editor Coleman Movers & Shakers – Dan Adler, Michael Swanson, Genevieve Lua, and Alex Griffin California Infrastructure and Economic Development Bank Hires Dan Adler as Deputy Director for Climate Finance “Creating and preserving jobs, reaching disadvantaged communities, and addressing climate change are all priorities for IBank,” says IBank Executive Director…
Read MoreC-Suite Wednesday – $2 Billion in Funding Could be Reallocated from State Small Business Credit Initiative
April 20, 2022 Delaney SextonContributing Editor C-Suite Wednesday – $2 Billion in Funding Could be Reallocated from State Small Business Credit Initiative “There’s a big difference between funds that have not been used and funds that have yet to be deployed,” said Katie Kramer, Vice President of the Council of Development Finance Agencies. The Biden…
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