Coleman Report

January 22, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Jackie Bogdan, Randy Jones, & Dogwood State Bank Jackie Bogdan Joins Northwest Bank as Director of SBA Operations “Jackie’s depth of experience in SBA operations and her proven ability to build scalable, compliant platforms make her an incredible asset to Northwest Bank. Her leadership will…

January 21, 2026 Bob ColemanFounder & Publisher SBA 7(a) Connect Call Recap — SOP 50 57 4, SBA Notices, SBSS Score Sunset Before getting into policy changes, Associate Administrator of Capital Access Thomas Kimsey opened yesterday’s SBA 7(a) Connect Call with a recap of FY25 results (more than $45 billion delivered across 85,000 loans). SBA’s…

January 20, 2026 by Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — Inspector General Calls for More Oversight of Nonbank Lenders, LSPs and Agents One of the challenges facing SBA is its oversight of lenders the Inspector General says for 2026. This is what the OIG concludes: It is vital that the agency continues…

January 16, 2026 Bob ColemanFounder & Publisher Fraud Friday: Wichita Falls Banker Sentenced to 4 Years for $500K PPP & EIDL Loan Fraud Kaylee Lunn, a former vice president of commercial lending, was sentenced to four years in federal prison after pleading guilty to PPP loan fraud and EIDL fraud. Lunn exploited her role inside…

January 15, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Elijiah Gray, Travis Edlund, Michael Burke, & Robert Zazula Elijiah Gray Named Senior Vice President, SBA Market Executive at Banesco Elijiah Gray serves as Senior Vice President, SBA Market Executive at Banesco USA, an independent Florida state-chartered bank serving the South Florida and Puerto Rican…

January 14, 2026 Bob ColemanFounder & Publisher A Coleman Conversation: David Parrish In this week’s episode of A Coleman Conversation, Bob Coleman sits down with David Parrish, former SBA leader and longtime federal regulator, to discuss his nearly two-decade career at SBA and his transition into private-sector consulting. David reflects on the weight of accepting…

January 13, 2026 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — SBA to Eliminate SBSS Scoring System, 7(a) Connect Call on Tues 1/20 The SBA will sunset the Small Business Scoring Service on February 28, 2026.  “We have made the decision to discontinue the required use of the SBSS within the underwriting of 7(a)…

January 12, 2026 Bob ColemanFounder & Publisher Main Street Monday: Treasury Awards $10 Billion in New Market Tax Credits Funding for Small Business, Rural America The Treasury’s announcement awarding $10 billion in New Markets Tax Credit allocations to 142 Community Development Entities matters to SBA lenders, especially with the anticipated increase in SBA 7(a) and…

January 9, 2025 by Bob ColemanFounder & Publisher Fraud Friday: KeyBank Settles PPP Case for $7.7 Million After Branch Manager Loan Fraud Scheme KeyBank has agreed to pay $7.7 million to settle allegations tied to a PPP loan fraud scheme involving a rogue branch manager. The fraud centered on Tommy Hawkins, a branch manager who…

January 8, 2025 by Bob ColemanFounder & Publisher Movers & Shakers: Harvest Expands Leadership with Two Regional Sales Managers to Lead the Southwest Dean Haidl Appointed by Harvest as EVP Regional Sales Manager, Southwest Region With more than 30 years of experience in SBA lending, Dean brings a unique perspective shaped by work across both…