Practical Strategies to Improve Your PARRiS Score

Coleman Professional Webinar Training
Date: Wednesday, July 29, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording

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 webinar 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 education and has been a Coleman faculty member for more than a decade.

How the Webinar Works

We use Microsoft Teams as the webinar platform.

Recording
All Coleman webinars are recorded, and a link is sent to all attendees.

Single Site License
The single-site license grants your institution one viewing of the webinar. It is permissible to use a single-site license on one device in a conference room for multiple attendees to view. The webinar can be viewed on any device.

Multiple Site License
A multiple-site license is an unlimited access pass for anyone at your institution. You will be given a link that anyone in your email domain can use.

Webinar Links and Handouts
The webinar link will be sent out prior to the session, and included again when we send the presentation and handouts.

Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.

Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.

The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.

3 Easy Ways to Order
1) ONLINE — Register and pay online via QuickBooks
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-974-8934.