Every experienced SBA lender understands that a successful SBA review is about much more than individual loan files.

SBA evaluates participating lenders based on the overall performance of their SBA portfolio. Through the PARRiS review process, SBA measures how effectively lenders manage credit quality, servicing, liquidation, reporting, and operational execution throughout the life of every SBA loan.

Every participating SBA lender has access to its PARRiS score, but many institutions do not fully understand how portfolio management decisions influence that performance over time. A stronger PARRiS score reflects consistent portfolio management, reduces regulatory risk, and demonstrates your institution’s ability to manage SBA credit throughout the life of the loan. 

David Parrish will begin the session with a high-level discussion of why the PARRiS score matters, how SBA uses it to evaluate participating lenders, and why it should be among executive management’s most important portfolio performance metrics.

Building on that foundation, Lance Sexton will share practical strategies for servicing, liquidation, reporting, and portfolio management that experienced SBA lenders use to improve portfolio performance and strengthen their PARRiS score.  Drawing on more than four decades of SBA servicing and liquidation experience, Lance will discuss practical approaches lenders can implement immediately to improve portfolio quality, reduce operational risk, and strengthen regulatory readiness.

Whether your institution expects an SBA review this year or simply wants to improve portfolio performance, this training provides practical guidance that executive management, SBA managers, and servicing professionals can implement immediately to strengthen PARRiS performance and regulatory readiness. 

Practical Steps to Improve Your PARRiS Score

Participants will learn practical strategies that experienced SBA lenders use to strengthen portfolio performance, including:

• Monitor PARRiS performance indicators throughout the year rather than waiting for an SBA review.

• Identify stressed assets and early problem loans before they migrate into default.

• Improve Five-Year Net Yield through disciplined servicing and effective workout strategies.

• Reduce preventable defaults through proactive borrower monitoring and early intervention.

• Strengthen servicing practices that improve portfolio performance over the life of the loan.

• Improve liquidation execution and reduce Wrap Up Report backlogs.

• Increase recovery performance through disciplined liquidation management.

• Improve the accuracy and timeliness of SBA Form 1502 reporting.

• Monitor portfolio concentrations and emerging credit trends.

• Conduct periodic internal SBA loan file reviews to identify operational weaknesses before SBA does.

• Benchmark portfolio performance against peer institutions and industry standards.

• Develop management reporting that identifies adverse trends before they affect PARRiS performance.

Who Should Attend

• SBA Managers
• SBA Servicing Managers
• SBA Portfolio Managers
• Credit Administrators
• Chief Credit Officers
• Compliance Officers
• Executive Management

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Instructors

David Parrish

David Parrish has spent more than four decades in SBA lending and portfolio management, holding senior leadership positions in SBA lending, credit administration, and portfolio oversight. He advises financial institutions on SBA operations, portfolio performance, and risk management, helping lenders strengthen both operational effectiveness and regulatory readiness.

Lance Sexton

Lance Sexton is EVP and Chief SBA Servicing and Liquidation Officer at Phoenix Lender Services. A former SBA Deputy Director of the Little Rock Servicing Center, he has more than 40 years of SBA lending experience spanning origination, servicing, liquidation, and portfolio management. He has received multiple national awards for SBA professional training.

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How the Training Works

Course Access
All Coleman professional training courses are hosted on Litmos, our online learning platform. Upon payment, you will receive a link to access your course. Access remains available for one year from the date of purchase, allowing you to complete the training at your own pace.

For questions or assistance, please contact anna@colemanreport.com.

Training Materials
Course presentations and supplemental handouts are available directly in Litmos under the “Additional References” section.

Certificate of Participation
Upon completion of the training, participants will receive a Coleman Certificate of Participation to document their continuing education and professional development for SBA and regulatory purposes.

100% Satisfaction Guarantee
We stand behind our training with a 100% money-back satisfaction guarantee. If you are not completely satisfied with your purchase, we will provide a full refund — no questions asked.

Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com