Zions and Western Alliance Bank Sue Two Prominent SoCal RE Investors for $160 Million in Loan Losses
November 14, 2025 Bob ColemanFounder & Publisher, Coleman Report Fraud Friday — Zions and Western Alliance Bank Sue Two Prominent SoCal RE Investors for $160 Million in Loan Losses Last month, Zions Bank stunned Wall Street when it revealed a $50 million charge-off tied to real estate loans in California. The disclosure came from its…
Read MoreMovers & Shakers: Spencer Davis & Danny Mangum Promoted at MWSBF, J. Kevin Riffey Joins Waterfall Bank
November 12, 2025 Bob ColemanFounder & Publisher, Coleman Report Movers & Shakers: Spencer Davis & Danny Mangum Promoted at MWSBF, J. Kevin Riffey Joins Waterfall Bank Mountain West Small Business Finance Names Spencer Davis as CEO & Danny Mangum as President and COO “Despite so much economic uncertainty, this is an exciting time for Mountain…
Read MoreA Coleman Conversation: Rocco Perate
November 12, 2025 Bob ColemanFounder & Publisher, Coleman Report In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Rocco Perate, Executive Vice President at Meridian Bank, to revisit the rise of The Money Store, explore how it reshaped SBA lending, and discuss what it takes to build a high-performing SBA platform…
Read MoreThe Critical Role of Technical Insurance Expertise in SBA-Required Life Insurance
November 10, 2025 Ben KoplanCLU, CFP®, LifeEase The Critical Role of Technical Insurance Expertise in SBA-Required Life Insurance It only takes a one-week course to obtain a life insurance license; therefore the low barrier of entry invites quite a lot of less-then-competent “bad actors”. It can be challenging as to how a lender and/or business…
Read MoreMain Street Monday: Waived SBAExpress Guaranty Fees, Faster SBA Loan Processing for Veterans
November 10, 2025 Bob ColemanFounder & Publisher, Coleman Report Main Street Monday: Waived SBAExpress Guaranty Fees, Faster SBA Loan Processing for Veterans With a salute to those who serve our country, this week’s Main Street Monday focuses on the veteran-specific eligibility and fee relief features under the Veterans Advantage portion of the SBA 7(a) loan…
Read MoreColeman AI SBA Underwriter Membership — The Future of SBA Credit Memos Starts Here
The Coleman AI SBA Underwriter Membership is your roadmap to mastering AI — one clear, simple step at a time. Coleman designed this training in manageable, structured modules because that’s how both AI and underwriters learn best. The goal isn’t to do everything at once — it’s to build mastery step by step. Think of…
Read MoreThe SBA Lender and its LSP: What SBA and OCC Examiners Expect in 2026 from Your LSP Third-Party Vendor Relationship — 12/18
.. A Coleman Training WebinarDate: Thursday, December 18, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and…
Read MoreConstruction Loan Closing Documentation and Draw Administration: Meeting the SOP Requirements with Perfection — 1/7
.. A Coleman Training WebinarDate: Wednesday, January 7, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Closing a construction loan is one of the most complex—and high-stakes—transactions in SBA lending. Even minor documentation errors can delay funding, cause upstream and downstream disruptions, or result in costly post-closing corrections. This focused training equips SBA lenders, closing specialists,…
Read MoreSBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble — 12/10
SBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble 🗓️ Date & TimeWednesday, December 102PM Eastern Every year, dozens of SBA loan brokers unknowingly step over the compliance line. The biggest tripwire? SBA Form 159 — the Fee Disclosure and Compensation Agreement. This form seems simple, but it governs…
Read MoreUnlock the Power of AI: Data-Mine Public SBA Data to Skyrocket Your Loan Volume — 12/5
.. A Coleman Training WebinarDate: Friday, December 5, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording AI Meets SBA Lending Artificial Intelligence is transforming how lenders find, qualify, and close small business loans. In this fast-paced, practical webinar that gives you a tool you can use immediately Bob Coleman will show you how to combine AI…
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