What the Closure of Community Bank & Trust Means for SBA LSP Relationships — Tues, June 16
How banks are reevaluating SBA LSP agreements, vendor management, and banking examiner expectations following recent Fed criticism
Coleman Professional Webinar Training
Date: Tuesday, June 16, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording
The SBA lender’s relationship with its Loan Service Provider is entering a new phase of scrutiny.
The closure of Community Bank & Trust has reinforced what SBA and Federal Reserve Bank examiners are increasingly focused on: how lenders structure, oversee, document, and govern their third-party LSP relationships.
One area drawing particular attention is the contractual framework between the bank and its LSP, including operational authority, oversight responsibilities, credit administration controls, and how accountability is documented between the parties.
And compensation for services.
Most SBA lenders already have processes in place. The question now is whether those structures align with what examiners expect through 2026.
This session is designed as a working discussion for experienced SBA professionals responsible for using LSPs to manage SBA production, credit quality, operations, vendor oversight, and regulatory risk.
The session will address how institutions are approaching:
- Exact Criticism of the Fed of the Community Bank & Trust LSP relationship
- LSP agreement structure and allocation of responsibilities
- Credit authority and approval documentation
- Oversight of referral and sourcing activity
- Compensation arrangements and operational controls
- Board and management reporting expectations
- Vendor management documentation
- SBA and OCC examiner expectations entering 2026
- Coordination between SBA, credit administration, compliance, and legal
Senior lenders, credit administrators, risk officers, SBA executives, and compliance professionals will leave with a clearer framework for evaluating how their institution currently manages its LSP relationships and where peer institutions are tightening structure and oversight.
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 818-790-4591.