Avoid Unforced Errors: Top 20 Reasons SBA Denies or Repairs the 7(a) Guaranty — Thurs, Aug 27
How to Strengthen the Loan File Before SBA Reviews the Guaranty Purchase Coleman Professional Webinar TrainingDate: Thursday, August 27 Time: 2:00 p.m. EasternRecording and e-certification provided During the past year, Lance Sexton has worked with SBA lenders reviewing loan files, servicing actions, liquidation decisions, and guaranty purchase packages. From those reviews, he has identified the…
Read MoreHow Sophisticated Fraudsters Get SBA Loans — Tues, Aug 18
The Advanced Tactics Used to Make Fraudulent SBA 7(a) Loan Applications Appear Legitimate Coleman Professional Webinar Training Date: Tuesday, August 18Time: 2:00 p.m. EasternRecording and e-certification provided SBA lenders know how to identify obvious document fraud. Sophisticated fraudsters take a different approach. They understand what lenders request, what underwriters verify, and what documentation is expected.…
Read MoreFraud Friday: Fake Rent Rolls and Forged Leases Cause $20 Million in Lender Losses
July 31, 2026 Bob ColemanFounder & Publisher Fraud Friday: Fake Rent Rolls and Forged Leases Cause $20 Million in Lender Losses Louis R. Masaschi, 59, of Longmeadow, Massachusetts, was sentenced to four years in federal prison for a commercial loan fraud conspiracy that caused more than $20 million in lender losses. Masaschi and his wife…
Read MoreMovers & Shakers: Erin Shannon, Lane Mentaberry & Nicole Hawkland
July 30, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Erin Shannon, Lane Mentaberry & Nicole Hawkland Erin Shannon Named Vice President & SBA Lending Manager of Commencement Bank “As a community bank, we believe clients need access to knowledgeable bankers who specialize in these funding programs,” says Nigel English, president and chief operating officer…
Read MoreHow Should You Price an SBA 7(a) Loan? Average Pricing Benchmarks by Industry, Loan Type, Risk, and Return — Tues, Aug 11
Coleman Professional Webinar TrainingDate: Tuesday, August 11, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Every SBA lender must answer the same pricing question: What rate and structure will win the transaction, comply with SBA requirements, compensate the lender for risk, and produce an acceptable return? The answer is different for every loan. Participants will…
Read MoreUsing Microsoft Copilot for SBA Credit Memos: How to Turn Financial Data Into Credit Narrative — Wed, Aug 12
Coleman Professional Webinar TrainingDate: Wednesday, August 12, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Every SBA lender has a process for analyzing borrower financial information and documenting repayment ability. The challenge is turning income statements, balance sheets, cash flow data, ratios, and financial trends into a clear credit narrative without losing the judgment behind…
Read MoreA Coleman Conversation: Luz Urrutia
July 29, 2026 Bob ColemanFounder & Publisher A Coleman Conversation: Luz Urrutia In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Luz Urrutia, CEO of Accion Opportunity Fund, to discuss the organization’s mission of expanding access to capital for underserved small businesses across the country. Urrutia explains how Accion Opportunity Fund…
Read MoreSBA 7(a) Connect Call: 7(a)/504 Decoupled as ITL Volume Triples
July 28, 2026 Bob ColemanFounder & Publisher SBA 7(a) Connect Call: 7(a)/504 Decoupled as ITL Volume Triples 7(a) First, Then 504. Effective July 4, SBA decoupled 7(a) and 504 loan limits under Policy Notice 5000-879058. Structure the deal 7(a) first, then 504, and a borrower can now access the full statutory capacity of both programs…
Read MoreMain Street Monday: Small Banks Lead as Loan Approvals Hold at 52%
July 27, 2026 Bob ColemanFounder & Publisher Main Street Monday: Small Banks Lead as Loan Approvals Hold at 52% Main Street lending conditions remained steady through early 2026 as loan approval rates held at 52 percent, borrowing costs eased, and loan performance remained strong, according to the SBA Office of Advocacy’s July edition of Small…
Read MoreFraud Friday: Bank CFO Who Abused His Position to Orchestrate $4.3 Million Construction Loan Scheme Sentenced to Three Years in Federal Prison
July 24, 2026 Bob ColemanFounder & Publisher Fraud Friday: Bank CFO Who Abused His Position to Orchestrate $4.3 Million Construction Loan Scheme Sentenced to Three Years in Federal Prison This is the follow up to our March report on the conviction of former Bank of the Valley Chief Financial Officer Aaron Luneke, who abused one…
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