Coleman’s Certified SBA Loan Training Courses — Summer 2025 Quarter

Registration includes e-learning video module streaming, quizzes, reading materials, assessment, and Office Hours!

Learn best practices and SBA-compliance requirements for SBA Loan Underwriters, SBA Loan Closers, and SBA Loan Servicers/Liquidators — an 8-12 week e-learning course that allows your staff to earn e-certification.

Check out a short clip from our current Underwriting course, taught by Bob Coleman, where he shares key advice for underwriters:


Taught by Lance Sexton
– 8-week recommended course format + office hours (view syllabus here)
– Recognize potential problem loans
– Speed up your closings
– Reduce repair charges
– Reduce risk
– Elimination of SBA guaranty denials
– Handle the wide range of SBA loan challenges competently and confidently
Cost: $1495 per seat

Pay online through Stripe
Download order form


Taught by Lance Sexton
– 10-week recommended course format + office hours (view syllabus here)
– Recognize potential problem loans
– Speed up your closings
– Reduce repair charges
– Reduce risk
– Elimination of SBA guaranty denials
– Handle the wide range of SBA loan challenges competently and confidently
Cost: $1495 per seat

Pay online through Stripe
Download order form


Taught by Bob Coleman
– 12-week recommended course format + office hours (view syllabus here)
– Attendees will become experts of the SBA’s SOP 5010 7.1 requirements
– Minimize your bank’s liability, repair costs and lost guarantees
– Cover the entire underwriting process including; use of proceeds, loan terms and conditions, credit standard policies, the loan authorization, and protecting the guaranty
Cost: $1495 per seat

Pay online through Stripe
Download order form


Taught by Lance Sexton
– 8-week recommended course format + office hours (view syllabus here)
– Increase your SBA PARRiS rating
– Increase the performance level of your SBA loans
– Reduce the incidence of non-performing loans and the need for repairs
– Ensure your team’s rapid response following SBA SOP 5057 3.1 in case of non-performance
– Reduce risk and insure federal guaranty consistency
Cost: $1495 per seat

Pay online through Stripe
Download order form


Check out a short clip from our current Closing course, taught by Lance Sexton, where he discusses the SBA guaranty:

Award-Winning Training
The Specialized Information Publishers Association (SIPA) has awarded Coleman’s Certified SBA 7(a) Loan Closer Training as Best Online Learning Product for 2018. Congrats to Lance Sexton, Faculty and Joseph Coleman, Producer.

When Does the Next Course Begin?
All updated Fall courses will begin on September 10, 2024. All current courses are On Demand and available immediately. At the end of the course, you may choose to take a final exam. Those who score 90% or higher will receive a certification plaque. The exam is open material and may be taken as many times as you wish.

Office Hours for Underwriting, Closing, Servicing/Liquidation — A 30 minute Q&A Zoom Call Every 1st & 3rd Wednesday at Noon Eastern


What platform does the Coleman online course use?
We use Litmos as the platform. You will access the course from the Litmos website without downloading anything to your computer.

How many weeks does the course run?
8-12 weeks.

How much time will I need to devote to the course?
Three to four hours per week.

How do the segments work?
Each week is divided into segments averaging ten minutes each.

Do I have to finish each segment every week?
No, you may complete the course at your own pace.

Are there reading assignments?
There will be assigned reading materials drawn from the SOPs, SBA Inspector General audits, and the Coleman Report newsletter.

Tell me about quizzes.
At the end of each segment there will be a short multiple-choice quiz to test your mastery of the segment. Segments may be viewed as many times as you wish.

How do I become Coleman certified?
At the end of the course, you may choose to take a final exam. Those who score 90% or higher will receive a certification plaque. The exam is open material and may be taken as many times as you wish. Or, you may choose to complete a case study as assigned by the instructor.

Is there an additional fee to become Coleman Certified?
No.

What Others Say about Coleman Training:

Thank you for the Class, I thoroughly enjoyed and have taken a lot away. Your course will make me a better SBA liquidator which will effectively save the Bank of North Carolina money, time, and energy in liquidating their SBA credits. Thank You!
— Bill Kerns, Vice President, Special Assets, Bank of North Carolina

Coleman’s SBA 7(a) Loan Underwriter course was a great investment! Bob’s thorough presentation of SBA’s requirements for underwriting and processing 7(a) loan applications, together with the real life case studies, increased my confidence that I can do SBA 7(a) lending right! It was a very beneficial ten weeks!
Garry Throckmorton, Sr. EVP, Community Ventures, Lexington, Kentucky

This SBA course has helped me in so many more ways than I ever expected, and want to extend my gratitude. You guys are great!
Alicia K, Loan Documentation Processor

Thanks for the info, much appreciated. Thank you again for a great course. I must admit my initial skepticism of any online class. Your format and delivery was dead on! I liked the video modules, reading assignments, and the office hours really tied things together. Thanks again!
— Ben Kirker

  • Flexibility to learn at your own pace – anytime, anywhere
  • Gain crucial insights and strategies for navigating SBA 7(a) lending processes
  • Receive a professional certification upon completion
  • Engaging video segments led by industry experts Lance Sexton and Bob Coleman
  • Direct access to instructors for personalized guidance
  • Elevate your expertise and career with professional validation
  • Quizzes to reinforce knowledge
  • Join thousands of successful SBA 7(a) Lending Professionals
  • Meet SBA and regulatory training standards confidently