Coleman SBA Loan Broker Table Meetings: A Platform for Industry Insights and Best Practices

June 28, 2024 – The Coleman SBA Loan Broker Table Meeting provides insightful discussions and knowledge-sharing sessions for SBA brokers and lenders, meeting weekly on Thursday at 12pm ET. Hosted by Joseph Coleman, Executive Director, Coleman SBA Loan Broker and Lender Table, these meetings bring together industry leaders and experts to provide valuable information and guidance to SBA loan brokers.

The meetings feature a diverse lineup of speakers who covered a wide range of topics pertinent to the SBA lending community:

  • April 18, 2024: Michael Bland, SBA Chief Credit Officer at Community Bank & Trust, kicked off the series with a comprehensive overview of the role of SBA Loan Brokers in 2024.
  • April 25, 2024: Craig Francis, Owner of SBA Loan Store, shared best practices for loan brokers working with lenders.
  • May 2, 2024: Diane Heyden, SVP, SBA Sales Manager at Mission Valley Bank, discussed broker relationships and deal flow.
  • May 9, 2024: Thomas Kimsey, President of Thomas USAF Group, provided an overview of USDA lending programs.
  • May 16, 2024: Joel Banes, CEO of Banes Capital Group, presented insights into the SBA secondary market.
  • May 23, 2024: Rocco Perate, EVP of Meridian Bank, gave an overview of the Merchant Cash Advance (MCA) business.
  • May 30, 2024: Terry Luker, Founder of Alternative Capital Solutions, shared lender perspectives on credit scores and underwriting.
  • June 6, 2024: Sean Murray, Founder of deBanked, discussed diversifying funding options beyond SBA loans.
  • June 20, 2024: Colin McNulty, National SBA Loan Officer at First Savings Bank, explained the process of refinancing an existing SBA 7(a) loan into a 504 loan.
  • June 27, 2024: Bob Coleman, Founder of the Coleman Report, featured a session on broker referral fees and disclosure.

These meetings provide an invaluable platform for SBA loan brokers to gain deeper insights into the latest industry trends, regulatory updates, and best practices. The Coleman SBA Loan Broker Table Meetings continue to be a cornerstone for fostering professional growth and enhancing the effectiveness of SBA loan brokers nationwide.

For more information, please contact: Joseph Coleman, Executive Director, Coleman SBA Loan Broker and Lender Table (email: joseph@colemanreport.com or text: 626-824-9431). Or, check out our website here: https://colemanreport.com/the-coleman-sba-loan-broker-and-lender-table/.