Coleman Report

November 29, 2018 By Mary Miller Contributing Editor, Coleman Movers & Shakers Coleman Movers & Shakers – Toshia Walters, Noe Castillo, CoastalStates Bank Toshia Walters Appointed Senior VP and Construction Loan Manager, Pinnacle Financial Partners, South Carolina Toshia Walters joins Pinnacle Financial Partners as a senior vice president and construction loan manager as part of…

November 27, 2018 By Bob Coleman Editor, SBA Hot Topic Tuesday SBA Hot Topic Tuesday — Top 5 SBA 7(a) Small Loan Audit Exceptions From SBA’s Quarterly 7(a) Lender Call. Says SBA these are the five hottest small loan audit exceptions: Credit elsewhere not discussed — 27% Life insurance not discussed — 13% Credit elsewhere…

November 21, 2018 C-Suite Wednesday — Bonnell, Drew, Garcia, Massey, McFatter, Vehrs Named Coleman 2018 Emerging SBA Lenders of the Year Maggie Bonnell, Fidelity Bank Maggie began her SBA lending career in 2011 when she joined Fidelity Bank as an SBA Loan Processor (Closer). In this role, she was able to expand on her prior…

Putting the Customer First — Top Technology Trends that will Define Small Business Lending Success Home Speakers Agenda Registration A Coleman and Moody’s Analytics Webinar Date: Tuesday, December 11, 2018 Time: 2:00 p.m. Eastern Register Here The intersection of lending technologies and analytics is creating a future state of a fully automated small business lending…

November 20, 2018 By Bob Coleman Editor, SBA Hot Topic Tuesday SBA Hot Topic Tuesday — Christine Heckert and Robert Polito Named Coleman 2018 SBA 7(a) Lenders of the Year Christine Heckert has been in the SBA industry for 30 years. She has been an advocate for small businesses and has dedicated her career to…

November 19, 2018 Main Street Monday — Jennifer Ericson Named Coleman 2018 Mission-Based Lender of the Year By Bob Coleman Editor, Main Street Monday Jennifer Anderson, President of Community Reinvestment Fund writes, “Jennifer Ericson is a talented director of business development. She continually finds creative ways to better serve small business owners and is truly…

November 16, 2018 By Dominic J Bartolone Contributing Editor, Fraud Friday Fraud Friday – Disbarred Lawyer Jailed for Bank Fraud and Tax Evasion A disbarred Tulsa, Oklahoma attorney is headed to federal prison after being convicted on Wednesday of bank fraud and tax evasion. The former attorney dubbed a “serial white collar criminal” by prosecutors,…

November 15, 2018 Coleman Movers and Shakers — Coleman 2018 SBA Woman Lender of the Year — Brooke Marks Brooke Marks is President and CEO of Sunshine State Economic Development Corporation based in Clearwater, Florida. She is the first woman and youngest chief executive in the company’s history. SEDCO is the successor from the merger…