Coleman’s Fresno SBA Loan Servicing Workshop

Mail/Fax Registration Form

Coleman’s Fresno SBA Loan Servicing Workshop

Register by Phone:

Once registered, we will provide you with a phone number and instructions to access the webinar.

$695 Register by August 31st
$795 Register by October 31st
$895 Registration after November 1st

Wednesday, November 14, 2012

6:30 pm — 9:30 pm
Dinner & Reception

Thursday, November 15, 2012
11:00 am — 4:00 pm
Coleman’s Fresno SBA Loan Servicing Workshop

Sponsored by PCFS 2000


Coleman’s Fresno SBA Loan Servicing

Wednesday, November 14, 6:00 p.m to 9:00 p.m (Reception and Dinner)
Thursday, November 15, 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!
Order Online


Coleman’s Fresno SBA Loan Servicing Workshop


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, November 14th
6:00 p.m. to 8:00 p.m.
Reception and Dinner

Thursday, November 15th 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
· 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

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.


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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