Coleman’s Fresno SBA Loan Servicing Workshop

Coleman’s Fresno SBA Loan Servicing Workshop
Wednesday, October 9, 2013 6:00 p.m to 9:00 p.m (Reception and Dinner)
Thursday, October 10, 2013 8:30 a.m. to 4:00 p.m.

The Downtown Club
2120 Kern St.
Fresno, CA 93721
November 14-15, 2012
Sponsored by PCFS 2000

SBA Fresno Public Tour Reservation (Elisa Mendoza at (800) 347-0922 x 2758)
Live internet streaming also available – a great way to train your entire staff!
Download Registration Form

Join us in Fresno for a workshop about what goes behind the curtain at the Fresno SBA Loan Servicing Center.

Learn About:
SBA 7(a) Servicing
SBA 7(a) SBAExpress Liquidation Purchase
SBA 7(a) Offer in Compromise
SBA 504 Loan Servicing
SBA 504 Liquidations
SBA 504 Right of Redemption Issues
SBA 504 Offer in Compromise

Your workshop instructors will lead an intensive training session covering all of the issues SBA 7(a) and 504 lenders will encounter with the Fresno Loan Servicing Center.

For 7(a), panelists will cover servicing, SBAExpress purchases, and offer in compromise. For 504 they will cover servicing, liquidation, and right of redemption.

Your registration fee includes all meals. Your guest is invited to the Winery Dinner at no charge. Register early, space is limited. For those of you who cannot travel we offer live online streaming of the workshop. Please email for any further questions.

Wednesday, October 9th
6:00 p.m. to 8:00 p.m.
Reception and Dinner

Thursday, October 10th Agenda
11:00 am to 4:00 pm — Coleman’s Fresno SBA Loan Servicing Workshop

8:00 a.m. to 8:30 a.m.
Keynote Speech, Bob Coleman
The Downtown Club, Fresno
11:30 a.m. to 5:00 p.m.
Training by Starfield & Smith Law Partner Ethan Smith p.m.
The Downtown Club (Lunch Included)

(Optional Event)
8:45 a.m. to 11:00 a.m.
If you would like to take a free, public tour of the Fresno SBA Loan Servicing Center please contact Elisa Mendoza at (800) 347-0922 x 2758 for a reservation.

Live internet streaming also available – a great way to train your entire staff!

Would you like to know more about

The difference between servicing a conventional loan and an SBA loan?
Servicing different SBA loans? (PLP, GP, 504, SBAExpress)
Servicing residential or commercial real estate or business assets?
Offer in Compromise
Right of Redemption
Deferments, payment plans, and/or settlements?
Getting the SBA to approve a loan modification?
Forbearance agreements?

· Steps – Learn the specific steps SBA requires and key dates in the loan guaranty process
· Expectations – What SBA wants to see, how they want to see it (formats)
· Communication – When you need to notify SBA, when you need to ask the SBA’s permission
· Overcoming obstacles – What to do when SBA does not respond or turns down your request, and how to get help navigating the SBA bureaucracy
· Problem loans – Loan modification approval process, deferment plans, enforcing the personal guaranty, guarantor bankruptcies
· SBA Lending Update – Lending program changes and news

Who should attend?

Chief Credit Officer
SBA Department Manager
SBA Loan Underwriter
Lender Workout Specialist
Loan Servicing Officers
Liquidation Attorney

What happens at SBA Commercial Loan Service Centers?

SBA Commercial Loan Service Centers service SBA’s commercial loans, liquidate 504 Debenture loans, process guaranty purchase requests, and liquidate defaulted loans made under the SBA Express and Community Express programs. There are two SBA Commercial Loan Service Centers: Fresno, CA and Little Rock, AR.

The Fresno SBA Commercial Loan Service Center services a portfolio of 170,000+ government guaranteed loans valued at more than $25 billion, largely from the Western and Midwestern United States. Fresno services over 30,000 actions each year.

Optional Tour: Visit the new Fresno Center

The Fresno SBA Commercial Loan Service Center opened their new site in a beautiful old building, restored to its original 1920s Rail Road Warehouse grandeur, in a revitalized downtown area of Fresno. The latest technology assures faster and more efficient operations.

This is not an SBA sanctioned event.

However, we have left time in the morning so that you will be able to visit the Fresno Loan Servicing Center on your own.

To book your tour at the SBA Fresno Commercial Loan Service Center please contact Elisa Mendoza 559-262-4961 x 2758

Note; It is important that should an individual fail to make their own appointment they will not be able to take the tour.

The nearest hotels to The Downtown Club are:

Radisson Hotel
2233 Ventura Street
Fresno CA, 93721
(559) 268 1000

Holiday Inn
1055 Van Ness Ave
Fresno, CA 93721
(559) 233 6650
Add Dress Code

Dress is Business Casual

Workshop Location

The Downtown Club
2120 Kern St.
Fresno, CA 93721
November 14-15, 2012

Fresno Yosemite Airport: There are nonstop flights to many major western cities and direct or connecting service throughout the west. Fresno Yosemite Airport is 7 miles (12 minutes) from the Downtown Club.

Join the National Experts

Ethan Smith
Starfield & Smith, P.C.
As a closing attorney for commercial lenders, Ethan prepares and reviews loan files for conventional, SBA 7(a) and 504, and USDA B&I loans, confers with loan processors and in-house counsel, and drafts, analyzes and negotiates loan documents. He has closed hundreds of government guaranteed commercial loans through the SBA 7(a) and 504 loan programs, through the USDA B&I program, and has closed numerous conventional commercial financing transactions, including asset-based, real estate, and factoring arrangements.

Workshop Moderator
Bob Coleman
Coleman Report
Bob Coleman is the Author of “Money Money Everywhere And Not a Drop For Main Street”. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business banking. He has appeared on Fox Business News and CNN and has been quoted by most major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements. Coleman has a B.A. in Medieval History from the University of Southern California and a M.B.A. in Real Estate Finance from the University of Southern California.

Sponsored by PCFS 2000

About PCFS 2000

PCFS 2000 provides the finest software products designed specifically for SBA lenders by addressing all of the unique needs of this specialized industry. Our Special Assets Manager “SAM” is the only Workout and Liquidation Program designed for SBA Loans. “SAM” organizes all of your workout and liquidation documentation in one convenient database enabling you to correctly submit a complete SBA Guaranty Purchase Package. Please go to for more information.

For quick registration call (800) 617-1380 or fill out the registration form
Download Registration Form
Five Easy Ways to Register:

1) Call Joseph Coleman at 818-790-4591
2) Email
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, P.O. Box 546, La Cañada, CA 91012
5) Register Online

Coleman’s Fresno SBA Loan Servicing Workshop

Contact Information

Bob Coleman
P.O. Box 546
La Cañada, CA 91012
(818) 790-4591

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