Insights

ABA Webinar – Part 2: SBA Loan Servicing: Managing Portfolios After the Close

November 3, 2025

SBA Loan Servicing: Managing Portfolios After the Close

Closing an SBA loan is just the beginning. Effective post-close servicing is essential for maintaining SBA compliance, protecting loan guarantees, and supporting long-term borrower success. Yet many institutions underestimate the complexity of SBA servicing or lack the internal expertise to manage it properly. This session will explore the full scope of SBA servicing responsibilities and how partnering with a Lender Service Provider (LSP) can help institutions confidently manage their portfolios, reduce risk, and strengthen borrower relationships.

Recorded September 24th, 2025

Webinar purpose:

    1. Define the core components of SBA loan servicing, including annual reviews, deferments, file maintenance, and liquidation tracking.
    2. Recognize the compliance and operational risks associated with under-resourced or inconsistent SBA servicing.
    3. Understand how a Lender Service Provider (LSP) can support post-close SBA servicing through expert staffing and operational oversight.
    4. Develop an action plan for improving SBA servicing, whether through internal process enhancements or outsourced solutions.

    Speakers:

    • Chris McClinton, President, Lenders Cooperative
    • Rachel Hunsinger, Head of Servicing, Lenders Cooperative
    • Tim Pannell, Vice President, Partner Network & Member Engagement, ABA

    Podcast:

    SBA lending doesn’t stop at closing. This podcast previews key considerations for servicing, monitoring, and maintaining SBA portfolios—with a look at what’s ahead in our ABA webinar on SBA loan servicing.

    Speakers:

    • Chris McClinton, President, Lenders Cooperative
    • Tim Pannell, Vice President, Partner Network & Member Engagement, ABA