Uncategorized | Coleman Report

Banking in the Crossfire: Earnings, Regulation & the Trade War Shake-Up — 4/22

After a euphoric honeymoon with the industry, bankers are reacting to a highly fluid and disruptive environment. A boom in bank stocks has turned into a correction as the Trump Administration pursues a high-risk strategy in reconfiguring global trade. Bankers are on high alert and adjusting to the market turmoil. Join our team of experts…

All SBA New Loan Closing Requirements Since January 20th — 4/23

A Coleman WebinarDate: Wednesday, April 23, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. NEW: Includes an Addendum Checklist that incorporates all SOP procedural notices changes! The flurry of SOP procedural notices changing SBA’s 7(a) Loan program affects the SBA 7(a) loan closer more than any other position. This Coleman webinar will address all changes…

Data Mining Using Public SBA Data to Increase Loan Volume — 4/9

Increase Your SBA Loan Volume with Free Leads from SBA’s Loan Database A Coleman WebinarDate: Wednesday, April 9, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Want to increase your SBA 7(a) and 504 loan numbers in 2025? Bob Coleman will show you how to use SBA’s online public database to identify pre-qualified leads that can…

Structuring SBA 7(a) BDO Compensation in 2025 — 4/2

Arriving at a Fair Number That Satisfies the Lender, BDO, SBA, Regulators and Shareholders A Coleman WebinarDate: Wednesday, April 2, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording This year’s Coleman 2025 SBA 7(a) Business Development Officer compensation survey reviewed over 100 compensation packages and found no two alike. Compensation for BDOs typically relies on either…

Do You Agree with SBA Administrator Loeffler that SBA Employees Should Return to Work?

Yes, SBA Employees Need to be in the Office 100% i think in today’s work environment, there needs to be some type of hybrid work environment as it is more efficient when you are able to save several hours daily in commute, getting ready, etc. but if the job is not being done, then the…

Guaranty Denial Traps in Refinancing Debt with the SBA 7(a) Loan — 2/26

And the New SBA 504 Refinancing Rules A 75-minute training with e-certification & recording for all attendees Attend the Live Coleman Webinar EventWednesday, March 5, 20252:00 PM Eastern SBA loan closer failure to collect all borrower underlying debt refinance paperwork risks annulment of your SBA 7(a) loan guaranty. One lender lost $850,000 in an SBA…

SBA 7(a) SOP Compliance Training Webinar Series — 3/27

Learn what Experts Know after Reviewing Over 16,000 7(a) Loans5 Weekly Online Webinars Feb 20 – Mar 27Updated for 2025 and the SBA SOP 7.1 Register for this 5-part online webinar series for your entire staff to learn what loan reviewers expect to see in a well-managed SBA loan portfolio. Your entire staff can attend…

Coleman 2025 SBA Lender Award Winners

Emerging SBA Lenders of the Year: Heath Dietrick, Kelly Klein, Antonio Gonzales, Bryce Fennell Marketing Executives of the Year: Amanda Near, Lindsey Paley, Ray Drew SBA Podcast of the Year: SBA Today Mission Based Lender of the Year: AmPac Business Capital Lender Service Provider of the Year: Holtmeyer & Monson Woman Lender of the Year:…

Nik & Trisha Patel

Nik Patel, a former financier, was convicted of orchestrating a large-scale loan fraud scheme, in which he defrauded banks and investors out of millions of dollars by selling fraudulent USDA loan guarantees. He was sentenced to federal prison for his crimes. Trisha Patel, his wife, has been mentioned in connection with his case, but there…

Blueacorn Founders

Blueacorn was a fintech company that helped small businesses apply for PPP loans during the pandemic. The company’s founders, Nathan Reis and Stephanie Hockridge, have been indicted for PPP loan fraud, accused of submitting fake applications with fraudulent documents and charging illegal kickbacks. They face wire fraud and conspiracy charges, each carrying up to 20…