Coleman Report
SBA Hot Topic Tuesday — Top 5 SBA 7(a) Small Loan Audit Exceptions
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…
Read MoreC-Suite Wednesday — Bonnell, Drew, Garcia, Massey, McFatter, Vehrs Named Coleman 2018 Emerging SBA Lenders of the Year
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…
Read MorePutting the Customer First — Top Technology Trends that will Define Small Business Lending Success
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…
Read MoreSBA Hot Topic Tuesday — Christine Hecker and Robert Polito Named Coleman 2018 SBA 7(a) Lenders of the Year
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…
Read MoreMain Street Monday — Jennifer Ericson Named Coleman 2018 Mission-Based Lender of the Year
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…
Read MoreFraud Friday – Disbarred Lawyer Jailed for Bank Fraud and Tax Evasion
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,…
Read MoreColeman Movers and Shakers — Coleman 2018 SBA Woman Lender of the Year — Brooke Marks
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…
Read MoreColeman Report Update! — Linda McMahon Approval Rating at 67%, Personal Resource Test, 159 Fee Disclosures, Machinetek, Sanat Patel, Avana Capital
November 14, 2018 By Bob Coleman Executive Producer, Coleman Report Update! Coleman Report Update! — Linda McMahon Approval Rating at 67%, Personal Resource Test, 159 Fee Disclosures, Machinetek, Sanat Patel, Avana Capital This week’s topics: Linda McMahon Approval Rating at 67% Personal Resource Test 159 Fee Disclosures Machinetek Sanat Patel, Avana Capital Previous Coleman Report…
Read MoreC-Suite Wednesday — CDC Small Business Finance TeamLA Named Coleman 2018 SBA 504 Lenders of the Year
November 14, 2018 By Bob Coleman Editor, C-Suite Wednesday C-Suite Wednesday — CDC Small Business Finance TeamLA Named Coleman 2018 SBA 504 Lenders of the Year Dean Aloe Armen Madatyan Zena Gardner In an industry that covets individual performance, senior loan officers Dean Aloe and Armen Madatyan, along with BDO Zena Gardner, from CDC Small…
Read MoreSBA Hot Topic Tuesday — Pat MacKrell, Coleman 2018 Main Street Lender of the Year
November 13, 2018 By Bob Coleman Editor, SBA Hot Topic Tuesday SBA Hot Topic Tuesday — Pat MacKrell, Coleman 2018 Main Street Lender of the Year Pat MacKrell is Chairman of the Board for NADCO, is a member of numerous boards, including the New York State Small Business Development Center Advisory Board and the New…
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