Coleman Certified SBA 7(a) Loan Closer Training Series

SBA Loan Closer I & II Online Training – Now Open for 2025 Registration

Master SBA Loan Closings. Prevent Guaranty Denials. Get Certified.

Coleman’s industry-leading SBA 7(a) Loan Closer Training Series is now open for 2025 registration. Whether you’re new to SBA lending or ready to advance your skills, our Loan Closer I and II online courses offer practical, step-by-step guidance on closing SBA loans in full compliance with the latest SOPs. Led by SBA expert Lance Sexton, these courses are trusted by hundreds of lenders nationwide to reduce guaranty denials, avoid costly errors, and build confident closers. Join a proven program that delivers results — and earn your professional certification from the leader in SBA education.

📥 Download Registration Form
💳 Or Pay Online via QuickBooks – $1,495 Per Course or $1,995 for Both Courses

✅ Loan Closer I: Foundational Training for SBA 7(a) Loan Closers

8-Week Online Course

Perfect for: New loan closers, processors, credit analysts, and lenders seeking a solid foundation in SBA 7(a) loan closing.

What You’ll Learn:
This course solves the #1 reason SBA loan guarantees are denied — document and compliance errors. With updated guidance under SOP 50 10 7.1, Loan Closer I walks you through SBA eligibility, equity injection, credit memos, forms, appraisals, leases, insurance, and more. You’ll gain a step-by-step understanding of the entire SBA closing process.

Course Outline:

  • Week 1–4: Credit Analysis, Eligibility, Loan Structure, Use of Proceeds, Equity Injection, SBA Forms 1919 & 159
  • Week 5–8: Express Loans, Collateral, Insurance, Refinancing, Working Capital, Ten Tab File Review, Early Default & PARRiS
  • View full syllabus here

📥 Download Registration Form
💳 Register via QuickBooks – $1495

🔐 Loan Closer II: Advanced Training for Closers

10-Week Online Course | SOP 50 10 8 Compliant

Perfect for: Certified closers or more experienced professionals looking to deepen expertise, tackle complex closings, and stay up to date with SOP 50 10 8 changes.

What You’ll Learn:
Loan Closer II expands your knowledge with hands-on case studies, advanced SBA requirements, and scenario-based learning. You’ll learn how to navigate nuanced situations involving change of ownership, insurance requirements, ETRAN modifications, and more.

Course Outline:

  • Week 1–5: SBA Forms, Guaranty Fees, SOP 50 10 8 updates, Underwriting Small Loans, Equity Injection fraud
  • Week 6–10: Leased Spaces, Collateral, Environmentals, Franchise Loans, Change of Ownership, Tax Verification, PARRiS, Final Case Studies
  • View full syllabus here

📥 Download Registration Form
💳 Register via QuickBooks – $1495

Shared Course Features:

  • Award-winning 8-week and 10-week online programs
  • Taught by SBA expert Lance Sexton with 30+ years of experience
  • Instructor-led video modules
  • Flexible self-paced learning (~2–3 hours/week)
  • Knowledge-reinforcing quizzes
  • Downloadable SOP excerpts & industry materials
  • Twice-monthly live Office Hours with Q&A
  • Personalized instructor support
  • Real-world closing case studies
  • Professional certification included upon completion

Why Choose Coleman Certified Training?

  • Over 400+ SBA loan closers certified
  • Trusted by thousands of lenders nationwide
  • Proven to reduce guaranty denials and costly errors
  • Includes live interaction with instructors and peers
  • No additional fees for certification

Frequently Asked Questions

What platform is used? Coleman Training uses Litmos, a secure online platform.
Is the training flexible? Yes! Self-paced learning allows you to complete it anytime.
What’s required for certification? Complete the modules and either pass an open-book final exam (90%+) or submit a case study.
Any hidden costs? No — $1495 or $1995 covers everything including training, office hours, support, and certification.

Your Expert Training Instructor

Lance Sexton, EVP, Chief Servicing Officer
Phoenix Lender Services
A former small business owner, Lance Sexton has a successful history of working with small business owners and students related to entrepreneurship and SBA loan origination, servicing, and liquidation. He has earned three industry training instruction awards for “Best Online Learning Product”.

A former SBA Deputy Director of Little Rock Servicing Center, Lance has over 40 years of experience, including 20 years directly managing portfolios of SBA loans. Lance is an adjunct faculty member of University of the Ozarks.

He is an Executive Vice President, Managing Director of Servicing and Liquidation at an SBA participant lender and has been affiliated with Coleman Publishing for over 10 years.

What Past Students Are Saying

“Your format and delivery were dead on. I liked the video modules, reading assignments, and office hours — really tied it all together!”

“This course increased my confidence that I can do SBA 7(a) lending right! A great investment.”

“The course will make me a better SBA professional, saving our bank time and money. Thank you!”

Benefits for Loan Closers and Lending Professionals:

  1. Improved Skills and Efficiency: By participating in our training program, you will enhance your knowledge and skills in SBA 7(a) loan closing. This will enable you to perform your duties more effectively and efficiently, leading to improved loan closing processes and increased customer satisfaction.
  2. Career Advancement Opportunities: With the professional certification you earn through our training, you can set yourself apart from your peers and increase your chances of career advancement. Employers recognize and value employees with specialized training, and this certification can open doors to new job opportunities and higher-level roles.
  3. Increased Confidence: Our comprehensive training program gives you the knowledge and tools you need to confidently handle SBA 7(a) loan closing tasks. As you gain expertise, you will feel more confident in your abilities, allowing you to tackle complex loan closings with ease and poise.
  4. Network Expansion: By enrolling in Coleman Training, you join a community of over 400 SBA 7(a) Loan Closers professional. This opens up opportunities for networking, collaboration, and knowledge-sharing with like-minded professionals in your industry.
  5. Positive Impact on Loan Closing Process: Ultimately, our training program aims to positively impact the loan closing process. By equipping you with the necessary skills and expertise, we empower you to provide top-notch service to your clients and ensure a smooth and efficient loan closing experience.

Take the next step in your SBA career.
Register today for Coleman Certified Loan Closer I or II — and become the expert your team can rely on.

📥 Download Registration Form
💳 Or Pay Online via QuickBooks – $1,495 Per Course or $1,995 for Both Courses

Questions? Contact Us:

Bob Coleman, Founder & Publisher
bob@colemanreport.com