Lori N. McCausland
- Sep 10
Got Workarounds?
We’d be willing to bet that your team has some creative workarounds for the sometimes annoying, yet generally unavoidable mismatches...
Rebecca Mendoza
- Sep 3
Creating “Do What You Do” for Size Standard Analysis
Over the years, our Lender SBA consulting has brought us a lot of questions from clients. And those questions have ratcheted up since...
Lori N. McCausland
- Aug 5
The Power of Consistency
As an SBA Lender Service Provider, we are asked to perform annual loan reviews for many of our clients. With each one we add to our pool...
Rebecca Mendoza
- Aug 1
Change of Ownership: Details, Details!
As an SBA lender service provider, we see many things during our SBA loan reviews and SBA loan liquidation work. One area where we often...
Rebecca Mendoza
- Jul 10
SBA Lender Training Saves Time and Money!
Sometimes, a client’s annual SBA loan review uncovers a pattern. That’s when we recommend one of our SBA lender training classes. This...
Rebecca Mendoza
- Jul 5
The KISS Rule of SBA Disbursements
As part of our SBA lender consulting services, we’re often contracted to complete loan reviews. Whether it’s a post-closing review, an...
Rebecca Mendoza
- Jun 4
Rebecca Mendoza: a Proud SBA 7(a) Geek
SBA Consultant We all have that thing – you know, the thing that keeps our attention, that energizes and challenges us. When I was a kid,...
Rebecca Mendoza
- Jun 1
Best Practices for Working Capital
Working capital. We talk about it a lot with our clients during our SBA training sessions. It might be a discussion in one of the lender...
Lori N. McCausland
- May 14
Lori McCausland: a proud SBA 7(a) Geek
For almost my entire career in banking, new projects were handed to me to learn, build initial processes, and then train everyone else....
Rebecca Mendoza
- May 10
Have you scheduled your 2024 SBA Loan Review?
We’re nine months into a whole slew of SBA SOP changes. Your SBA packaging processes and procedures should be fully updated by now, and...