The Positive Side of Pain Points
Pain points. Bottlenecks. Inefficiencies. Every SBA Portfolio Manager deals with them. And your SBA portfolio can stagnate if you don’t...
Rebecca Mendoza
May 1
Summary of Recent SBA Changes
SBA has issued a lot of new information in the last few weeks, creating a very real challenge for SBA teams trying to stay on top of all...
Rebecca Mendoza
Apr 7
You’ve Been Audited. Now What?
The Office of Credit Risk Management (OCRM) picked your SBA portfolio to conduct an audit. It could be due to anything from a random...
Rebecca Mendoza
Apr 3
Lean on Us When…
We often see Lenders forget to take advantage of the support a Lender Service Provider (LSP) can offer. So, when should you lean on an...
Rebecca Mendoza
Apr 1
When Two Become One, in Three Parts: Part III
(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...
Lori N. McCausland
Mar 3
When Two Become One, in Three Parts: Part II
Part I of our series on how to handle the SBA portfolio during a merger – discussed what you need to do before the merger: assessing the...
Lori N. McCausland
Mar 1
When Two Become One, in Three Parts: Part I
Mergers are seldom easy, no matter what industry you’re in. Bank mergers, with all the associated regulations and financial...
Lori N. McCausland
Feb 5
Streamlining Processes for Better Results
Banks have a deserved reputation of being traditionalists, slow to adopt new technologies and often bound up in “how we’ve always done it...
Lori N. McCausland
Feb 4
Projecting Success - Successfully
For a new business – or any business involving a complete change of ownership – to qualify for a loan, SBA requires fully-documented...
Rebecca Mendoza
Jan 10
“Do What You Do” versus “Do What You Should Do”
As always, there was a lot to digest at the 2024 NAGGL conference. And as part of our SBA lender consulting services we spent some time...
Rebecca Mendoza
Jan 2