Coleman Report

February 4, 2026 Bob ColemanFounder & Publisher Lance Sexton Named Coleman SBA Portfolio Manager of the Year Lance Sexton is recognized as SBA Portfolio Manager of the Year for his exceptional stewardship of a $320 million and growing SBA portfolio and his decades-long leadership across the full lifecycle of SBA lending—from origination and servicing to…

February 4, 2026 Bob ColemanFounder & Publisher Don Jackson Named Coleman SBA Credit Union Executive of the Year In 2025, Don Jackson distinguished himself through exceptional leadership, strategic vision, and unwavering commitment to expanding small business access to capital. As Senior Vice President of SBA Lending, Don drove strong portfolio growth while maintaining disciplined credit…

February 4, 2026 Bob ColemanFounder & Publisher Jennifer Davis Named Coleman SBA 504 Sales Executive of the Year Jennifer Davis, Senior Vice President of Business Development, is a transformative leader in SBA lending with nearly 40 years of experience empowering entrepreneurs. In FY25, she originated 47 SBA 504 loans, supporting more than $255 million in…

February 4, 2026 Bob ColemanFounder & Publisher Carissa Sousa Named Coleman SBA 7(a) Sales Executive of the Year In 2025, Carissa Sousa focused on advancing both her professional growth and the long-term strength of Shoreham Bank’s SBA platform. Attending the Stonier Graduate School of Banking expanded Carissa’s strategic perspective and inspired her to begin developing…

February 4, 2026 Bob ColemanFounder & Publisher Karen Bean Named Coleman SBA Secondary Market Executive of the Year Karen Bean joined StoneX after an accomplished 22-year career in the SBA secondary market, leaving an established platform to help build a new secondary market business from the ground up. Since arriving in spring 2024, she has…

February 4, 2026 Bob ColemanFounder & Publisher Stephanie Castagnier Dunn Named Coleman SBA Lending Executive of the Year Stephanie Castagnier Dunn is one of America’s most influential banking executives and fintech visionaries. She has been recognized nationally for her expertise in SBA lending, financial technological innovation, high performance leadership, and organizational growth. With over two…

February 3, 2026 Bob ColemanFounder & Publisher SBA Rescinds Non-Citizen 5% Ownership Rule Effective March 1, 2026, this Notice rescinds SBA Procedural Notice 5000-872050, removing the narrow exception that allowed a Borrower to have up to 5% ownership held by foreign nationals, or U.S. Citizens, U.S. Nationals, or Legal Permanent Residents (LPRs) whose Principal Residents…

February 3, 2026 Bob ColemanFounder & Publisher TMC Financing Named Coleman SBA Underserved Market Lender of the Year TMC Financing is proud to be recognized as the SBA Underserved Market Lender of the Year, reflecting a year of strong production and meaningful expansion. In FY25, TMC approved 548 SBA 504 loans, delivering more than $2.4 billion…

February 3, 2026 Bob ColemanFounder & Publisher First Bank of the Lake Named Coleman SBA Veteran Business Lender of the Year First Bank of the Lake is recognized for its exceptional commitment to helping veteran entrepreneurs start, grow, and succeed through SBA financing and specialized support. The bank has scaled rapidly as a national SBA…

February 3, 2026 Bob ColemanFounder & Publisher SBARates.com Named Coleman Vendor Solution Provider of the Year Throughout 2025, Steve Fulmer, Founder of SBARates.com and 18-year Commercial and Small Business Banker from Orlando Florida, positioned SBARates.com as a trusted, independent resource for both small business owners and SBA professionals by combining data-driven insights with human underwriting…