
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

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

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 4, 2024

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...
Rebecca Mendoza
Jun 1, 2024

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...
Rebecca Mendoza
May 10, 2024