Movers & Shakers: Tonya Mazurek, Van Phan, & Alfonso Castell De Oro
August 7, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Tonya Mazurek, Van Phan, & Alfonso Castell De Oro Tonya Mazurek Joins Community Bank & Trust as Senior Vice President, SBA BDO “I’m excited to join a team of top-notch SBA professionals here at Community Bank & Trust,” says Tonya. “This role allows me to…
Read MoreA Coleman Conversation: Shay Kleinschmidt
August 6, 2025 Bob ColemanFounder & Publisher In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Shay Kleinschmidt, Vice President of Lending at FranFund and a 2019 Coleman Emerging SBA Lender of the Year. Shay shares her unique path into small business lending, the rapid growth of franchise financing, and her…
Read MoreMeet the Candidates: Charles Rho & Diane Heyden for NAGGL Board
Meet the Candidates: Charles Rho & Diane Heyden for NAGGL Board A Coleman Conversation: Charles Rho In this episode of A Coleman Conversation, Bob Coleman speaks with Charles Rho, President of VelocitySBA and a candidate for the NAGGL Board of Directors. With over 20 years of experience in commercial finance, including a high-level tenure at…
Read MoreWhat Brokers Need to Know From SBA Lenders to Earn Up to 2 Points Referral Fee — 9/9
Get insider knowledge from an SBA lender turned broker! A Coleman Webinar Date: Tuesday, September 9, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Join us as Gary Griffin, a trusted industry leader and former SBA lender, shares his expertise to help loan brokers level up their game. Discover how to streamline your processes,…
Read MoreThe Coleman Report Top 100 SBA 7(a) Lenders – Live Oak Bank Exceeds $2 Billion in FY 2025
August 4, 2025 Bob ColemanFounder & Publisher The Coleman Report Top 100 SBA 7(a) Lenders – Live Oak Bank Exceeds $2 Billion in FY 2025 Today’s Main Street Monday introduces our Coleman Report top 100 SBA lender list. We will update this list monthly. Congratulations to all! View list here
Read MoreLeverage ChatGPT & Microsoft Co-Pilot to Craft SBA 7(a) Credit Memos — Workshop in Ontario, CA on 9/25
A Coleman Workshop Live in Ontario, CaliforniaDate: Thursday, September 25, 2025Includes e-certification & recording . This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) credit memo preparation. Event Details Workshop Highlights Pre-Workshop Networking…
Read MoreGeorgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme
August 1, 2025 Bob ColemanFounder & Publisher Georgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme Brandt Frost IV, a Georgia-based businessman, has been charged by the Securities and Exchange Commission (SEC) for allegedly operating a $140 million Ponzi scheme through his company, First Liberty Building & Loan. According to the SEC’s…
Read MoreMovers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells
July 31, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells Countybank’s Andrew Bond Elected Assistant Vice President “Andrew is a key member of the commercial banking team in the Upstate, and this promotion is well deserved,” says David Tompkins, Senior Vice President and Commercial Banking Manager. “Andrew works…
Read MoreMid-Year Banking Briefing: Policy Shifts, Market Resilience & What’s Ahead — 8/5
While the new Trump Administration has lightened the regulatory burden for banks, a banking reset has not yet emerged. Exams and enforcement are still tough, and banks are still grappling with uncertainty over tariffs, interest rates, and the priorities of new Agency leadership. Nevertheless, bank stocks have outpaced the S&P in 2025 so far by…
Read MoreA Coleman Conversation: Ray Drew
July 30, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Ray Drew, Managing Director of SBA Lending at Truliant Federal Credit Union and host of The Art of SBA Lending podcast. Ray is currently running for a seat on the NAGGL board of directors, bringing a fresh, next-generation perspective to…
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