Jennifer Davis Named Coleman SBA 504 Sales Executive of the Year
February 4, 2026 Bob ColemanFounder & Publisher Jennifer Davis Named Coleman SBA 504 Sales Executive of the Year Jennifer Davis, Senior Vice President of Business Development, is a transformative leader in SBA lending with nearly 40 years of experience empowering entrepreneurs. In FY25, she originated 47 SBA 504 loans, supporting more than $255 million in…
Read MoreCarissa Sousa Named Coleman SBA 7(a) Sales Executive of the Year
February 4, 2026 Bob ColemanFounder & Publisher Carissa Sousa Named Coleman SBA 7(a) Sales Executive of the Year In 2025, Carissa Sousa focused on advancing both her professional growth and the long-term strength of Shoreham Bank’s SBA platform. Attending the Stonier Graduate School of Banking expanded Carissa’s strategic perspective and inspired her to begin developing…
Read MoreKaren Bean Named Coleman SBA Secondary Market Executive of the Year
February 4, 2026 Bob ColemanFounder & Publisher Karen Bean Named Coleman SBA Secondary Market Executive of the Year Karen Bean joined StoneX after an accomplished 22-year career in the SBA secondary market, leaving an established platform to help build a new secondary market business from the ground up. Since arriving in spring 2024, she has…
Read MoreStephanie Castagnier Dunn Named Coleman SBA Lending Executive of the Year
February 4, 2026 Bob ColemanFounder & Publisher Stephanie Castagnier Dunn Named Coleman SBA Lending Executive of the Year Stephanie Castagnier Dunn is one of America’s most influential banking executives and fintech visionaries. She has been recognized nationally for her expertise in SBA lending, financial technological innovation, high performance leadership, and organizational growth. With over two…
Read MoreSBA Rescinds Non-Citizen 5% Ownership Rule
February 3, 2026 Bob ColemanFounder & Publisher SBA Rescinds Non-Citizen 5% Ownership Rule Effective March 1, 2026, this Notice rescinds SBA Procedural Notice 5000-872050, removing the narrow exception that allowed a Borrower to have up to 5% ownership held by foreign nationals, or U.S. Citizens, U.S. Nationals, or Legal Permanent Residents (LPRs) whose Principal Residents…
Read MoreTMC Financing Named Coleman SBA Underserved Market Lender of the Year
February 3, 2026 Bob ColemanFounder & Publisher TMC Financing Named Coleman SBA Underserved Market Lender of the Year TMC Financing is proud to be recognized as the SBA Underserved Market Lender of the Year, reflecting a year of strong production and meaningful expansion. In FY25, TMC approved 548 SBA 504 loans, delivering more than $2.4 billion…
Read MoreFirst Bank of the Lake Named Coleman SBA Veteran Business Lender of the Year
February 3, 2026 Bob ColemanFounder & Publisher First Bank of the Lake Named Coleman SBA Veteran Business Lender of the Year First Bank of the Lake is recognized for its exceptional commitment to helping veteran entrepreneurs start, grow, and succeed through SBA financing and specialized support. The bank has scaled rapidly as a national SBA…
Read MoreSBARates.com Named Coleman Vendor Solution Provider of the Year
February 3, 2026 Bob ColemanFounder & Publisher SBARates.com Named Coleman Vendor Solution Provider of the Year Throughout 2025, Steve Fulmer, Founder of SBARates.com and 18-year Commercial and Small Business Banker from Orlando Florida, positioned SBARates.com as a trusted, independent resource for both small business owners and SBA professionals by combining data-driven insights with human underwriting…
Read MoreBanesco Named Coleman Emerging SBA Lender of the Year
February 3, 2026 Bob ColemanFounder & Publisher Banesco Named Coleman Emerging SBA Lender of the Year Banesco is recognized for its rapid and credible entry into national SBA lending through the acquisition of BayFirst Financial’s SBA lending platform—adding roughly $100MM in SBA loan balances and servicing rights, along with an experienced 50+ person SBA team.…
Read MoreFalcon Bridge Capital Named Coleman SBA Secondary Market Product of the Year
February 3, 2026 Bob ColemanFounder & Publisher Falcon Bridge Capital Named Coleman SBA Secondary Market Product of the Year Falcon Bridge Capital’s innovative multi-lender securitization platform enables smaller SBA lenders to access secondary market liquidity tools once limited to large institutions. By transforming the unguaranteed portions of SBA 7(a) loans into rated, marketable securities, Falcon…
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