How Cross-Training Strengthens Your SBA Lending Program
Your SBA lending program is only as strong as your team – and in today’s highly-regulated and definitely fast-changing environment, success depends on your team’s collective understanding of the entire SBA loan lifecycle. And that’s where SBA Lender training – including cross-functional training – become more essential than ever.
Lori N. McCausland
Jan 5
SBA Guidelines for Lenders: Screen-Outs and Compliance Code Holds
There are two primary ways Lenders run into trouble with loan originations.
The first – Screen-Outs – applies only during General Processing (GP) submissions.
The second – Compliance Code Holds – occurs within the automated SBA compliance engine, applying to both GP and Preferred Lender Program (PLP) submissions.
Rebecca Mendoza
Jan 5
The Costs of Delay
As an SBA lender, the SBA guaranty offers essential protection supporting your institution’s willingness to extend credit to small businesses. But that protection comes with responsibilities, not the least of which is the duty to act in a timely manner throughout the life of the loan – and especially when the loan is in distress.
Rebecca Mendoza
Aug 2, 2025