The Art of SBA Lending

In this episode, Ray catches up with Pam Frie - a 20 year veteran in the SBA space. Pam is the SBA Lending Team Lead at Lakeland Bank where she has lead the charge through PPP. Tune in to hear more about Pam's journey from a local bank, to CIT, the #1 SBA lender in the country, to the start of ReadyCap, to today. Lots to unpack! 

In this episode, Ray catches up with his old pal Charles Green, a seasoned SBA Lender with a 35 year track record of helping small business owners with access to capital. 

In this episode, Ray talks to Keith Kohler, founder of K2 Financing. Keith's firm provides advisory services and arranges financing for small-midsized businesses. We sit down to discuss how SBA lenders can attract top-level brokers like Keith to grow their pipeline with more broker deal flow.   Keith's  email: Keith@k2financing.com  

Today Ray chats it up with Christopher Hackney, VP/SBA Lending Officer at Credit Bench (powered by First Home Bank.) Chris is an SBA Underwriter turned BDO, and a very successful one at that. Tune in to learn how Chris built his pipeline and earned his status as a top-producing SBA BDO.

In this episode, Ray talks to Javier Jorge, SBA Director at Pilot Bank to discuss his meteoric rise in SBA Lending.  Reserve your spot at the SBA BDO Retreat by emailing  Rdrew@FundexSolutions.com . Dates: Friday, December 3rd – 5th Location: The W at Fort Lauderdale, FL And don't forget – you can subscribe to our podcast and YouTube channel so you never miss an episode.

The Art of SBA Lending is BACK with a brand new look. Tune in to find out what's in store for the podcast going forward.   Check out our brand new set by visiting us on YouTube: https://www.youtube.com/channel/UCNiua84FFL2UoR5nMOf0vIg   Reserve your spot at the SBA BDO Retreat by emailing Rdrew@FundexSolutions.com.   Dates: Friday, December 3 rd – 5th Location: The W at Fort Lauderdale, FL   And d...

In this episode, Ray discusses how to price their SBA 7(a) loans.

In this episode, Ray sits down with Lynne Singletary, one of the top-producing, well-respected SBA Lenders in the country, to discuss process, selling, and all things SBA. Lynne is currently a Senior BDO at First Internet Bank and has over 25 years experience in SBA.   Lynne Singletary  407-731-9555 lsingletary@firstib.com

In this episode, Ray sits down with Bruce Boddie for a conversation about SBA lending. We talk about The Money Store, the Managing BDO position, and more!   Bruce Boddie Senior Vice President GGL Healthcare & CRE Sales Manager 561-289-8410 bboddie@firstbanklake.com

In this episode, Ray discusses what it takes to succeed in the world of business acquisition lending covering topics such as buyer pre qualification, seller pre qualification, structuring, seller financing, experience requirements, addbacks, inventory counts, and more.

In this episode, Ray covers the new SBA 7(a) stimulus notice that SBA issued on February 16th regarding Section 1112 payments.  Correction: For new loans approved Feb 1 - Sep 30 2021, SBA is providing 3 payments instead of 6 (I misspoke and said March 1.)

Back in the days, the goal of a Business Development Officers would be to form 10 really good referral source relationships sending you business, relying on you just as you rely on them. Not so much today. In this episode, Ray talks about the Business Development strategy for the modern SBA BDO.

In this episode, Ray shares 5 ways SBA BDO's can build their personal brand, including one very new way that involves the new invite-only audio app Clubhouse.   Connect with Ray on LinkedIn: linkedin.com/in/raydrew4589

In this episode, Ray talks about what the newly passed SBA stimulus means for SBA Lenders.

In this episode, Ray discusses 10 important principles any SBA lender should adhere by to create a top-notch SBA shop. The content of this podcast is my own and doesn't necessarily reflect the views of my employer.

After 6 years, Ray has decided to make a change, and join a new, up-and-coming, non-bank SBA 7(a) Lender. In this episode, you'll learn more about his latest SBA venture. The content of this podcast is my own and doesn't reflect the views of my employer.

In this episode, Ray discusses the top 5 reasons why some SBA BDO's fail. The content of this podcast is my own and doesn't necessarily reflect the views of my employer. 

In this week's episode, Ray makes the point that not every deal should get done. He discusses why lenders should be consultative, and not just act as order takers.  The content of this podcast is my own and doesn't necessarily reflect the views of my employer. 

In this episode, Ray talks with Dustin Baker, CEO and Cofounder of Baker Lewis & Co, one of the SBA industry's premier executive search and personnel consulting firms about the SBA BDO position. www.bakerandlewis.com Dustin on LinkedIn: linkedin.com/in/dustinbakersba The content of this episode is my own and doesn't necessarily reflect the views of my employer. 

In this episode, Ray discusses how to build out a strategic go-to-market plan as an SBA BDO without internal referrals.  Resources mentioned:   www.fiverr.com The content of this episode is my own and doesn't necessarily reflect the views of my employer. 

In this episode, Ray discusses how not only understanding credit is important to the roll of a BDO, but how a credit heavy mindset can unlock their full potential. The content of this podcast is my own and doesn't necessarily reflect the views of my employer. 

In this episode, I discuss how focusing on the "high percentage shots" and saying "no" to more deals on the front end can increase a BDO's efficiency and help them close more SBA loans. Get your "I Survived PPP" T-shirt or Mug on our Etsy Store. *All profits will go to a covid related charity* https://www.etsy.com/shop/TheArtofSBALending?ref=search_shop_redirect The content of this podcast is my o...

In this episode, I discuss 5 ways to effectively develop business at virtual conference. Link to I Survived PPP etsy store: https://www.etsy.com/shop/TheArtofSBALending?ref=search_shop_redirect The content of this podcast is my own and doesn't necessarily reflect the views of my employer. 

The Business Development role is an emotional roll coaster riddled with ups and downs, twists and turns. Often, losing a deal or having a deal blow up late in the game will result in a "low." In this episode, I discuss how to handle that, minimize deal fall out, and rethink the ways we define our success.  The content of this podcast is my own and doesn't necessarily reflect the views of my employ...

In this episode, I discuss competing against other SBA lenders with questionable business and lending practices.   The content of this podcast is my own and doesn't necessarily reflect the views of my employer.