Coleman Report

July 2, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Cary Crego, Tom Kelley & Andrea Hall Cary Crego Promoted to Head of Sales, Healthcare & SBA at Fifth Third Bank Fifth Third Bank has promoted Cary Crego to Senior Vice President, Head of Sales, Healthcare & SBA, where he will lead the bank’s Healthcare…

July 1, 2026 Bob ColemanFounder & Publisher A Coleman Conversation: Braddock Road Insurance In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Brendan Burdette and Ryan Conner, co-founders of Braddock Road Insurance, to discuss their groundbreaking Personal Guarantee Insurance product designed specifically for SBA borrowers. The duo explains how the first-of-its-kind…

June 30, 2026 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: Coordinating SBA 7(a) and 504 Maximum Loan Limits The SBA’s June 9, 2026, 504 Connect Quarterly Update call introduced one of the most significant policy changes in recent years affecting the coordination of SBA 7(a) and 504 financing. Policy Notice 5000-879058 clarifies that a…

June 29, 2026 Bob ColemanFounder & Publisher Main Street Monday: Small Business Delinquencies Remain Stable Despite Economic Headwinds Small business credit performance remained largely stable through April 2026, according to the latest Equifax Main Street Lending Report. While delinquency measures moved slightly from prior months, Equifax concluded that overall small-business financial stress has not materially…

June 26, 2026 Bob ColemanFounder & Publisher Fraud Friday: Former Loan Officer Used Fraudulent Payoff Letter to Sell Secured Vehicles  Collateral conversion occurs when a borrower sells pledged collateral without the lender’s consent and fails to satisfy the secured debt. In this case, federal prosecutors say a lending officer used a fraudulent payoff letter to…

June 25, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Nick Miluso, Dan Rogers, Laurel McNamara & Nathan Strohmeyer Nick Miluso Joins Accion Opportunity Fund as Senior Director of Underwriting “I’m energized to join such a talented and respected organization and to contribute to the important work being done to expand opportunity for small business…

June 24, 2026 Bob ColemanFounder & Publisher A Coleman Conversation: Jan Gautam In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Jan Gautam, CEO of IHRMC (International Hotels Resort Management Company) and LendingCon, to discuss the state of the hospitality industry, the importance of access to capital, and how LendingCon has…

June 23, 2026 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: Siemens Secures SBLC License Last week, the SBA approved Siemens Small Business Lending, Inc. as an SBLC. A Small Business Lending Company is a non-bank lender licensed and regulated by SBA to make SBA 7(a) loans, with oversight, lending requirements, capital standards, and reporting…

June 22, 2026 By Bob ColemanFounder & Publisher Main Street Monday: Small Business Cash Reserves Average 18 Days, Says JPMorganChase An interesting study by the bank tracked cash in the bank accounts of its 2.1 million small business customers. Cash buffer days measure how long a small business could maintain its average outflows in the…

June 18, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Brian Hunt, Ashish Abraham, Bradley Anderson & Vanna Truong Brian Hunt Named Senior Vice President, SBA Sales Manager at Security National Bank of Texas “Brian is a respected SBA lender with a strong track record in complex deal structuring and team leadership,” states James Landen…