SBA Leadership: Lender Servicing & Portfolio Strategy with New SOP 5057 4 — 11/6

Executive team insights, metrics, and controls needed to oversee your 7(a) loan portfolio under the new SBA servicing and liquidation SOP — including managing difficult servicing and liquidation issues that could jeopardize the guaranty A Coleman Training WebinarDate: Thursday, November 6, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording When SOP 5057 4 takes effect…

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Considerations in Recommending a Life Insurance Provider to Business Borrowers

by Ben KoplanCLU, CFP®, LifeEase Considerations in Recommending a Life Insurance Provider to Business Borrowers A life insurance policy with an executed collateral assignment is often among the last requirements standing between your borrower and their business loan funding. Meeting SBA loan insurance requirements in 2025 demands familiarity with revised documentation rules and digital platforms…

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Puerto Rico Bank Chairman Pleads Guilty to $13.6M Loan Fraud

September 26, 2025 Bob ColemanFounder & Publisher Puerto Rico Bank Chairman Pleads Guilty to $13.6M Loan Fraud Juan Francisco Ramirez, former chairman of Nodus International Bank in Puerto Rico, has pled guilty to orchestrating a $13.6 million loan fraud scheme that led to the bank’s collapse. Ramirez, along with his partner Tomas Nimbro, diverted bank…

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A Coleman Conversation: Todd Hollander

September 24, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Todd Hollander In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Todd Hollander, former Chief Lending and Revenue Officer at Lendistry, to discuss his remarkable career in SBA lending and small business finance. Todd shares how he helped grow Lendistry into…

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Small Business Lending Increases, Bank of America Reports

September 22, 2025 by Bob ColemanFounder & Publisher Small Business Lending Increases, Bank of America Reports What the Data Shows Bank of America tracks small business automated clearing house (ACH) payments to lenders, a measure of how much businesses are sending each month to service their loan obligations. Interestingly, this dataset excludes Bank of America’s…

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