Podcasts by The Art of SBA Lending
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How FranFund Packages Hundreds of Millions in SBA Franchise Loans feat. Shay Kleinschmidt | Ep. 125 from 2023-11-23T10:00
Shay is the VP of Funding at FranF... Listen
Untold Stories from an ’09 SBA Workout Specialist feat. Jason Milleisen | Ep. 123 from 2023-11-09T13:50:50
In this episode we sit down with founder of Distressed Loan Advisors, Jason Milleisen.
During one of the worst financial disasters o...
Ray Drew interviews the interviewer with SBA Industry Legend Bob Coleman | Ep. 122 from 2023-11-02T08:00
This week on The Art of SBA Lending, Bob Coleman, Publisher of The Coleman Report, is interviewed by our host Ray Dr... Listen
Playing the Long Game feat. Gary Henderson aka SBAGUY | Ep. 121 from 2023-10-26T08:00
Gary Henderson, or as you may know him, "SBA Guy", is with us this week!
In this candid episode of "The Art of SBA Lending" we share our thought-provoking wisdom, experiences and di...
BDO’s Have to Be Able to Pivot feat. $100M Producer Daniel Park | Ep. 120 from 2023-10-19T08:00
The last time we sat down with Listen
The SBA's Newest SBLC Takes the Stage feat. Andrew Simon | Ep. 119 from 2023-10-12T10:40:01
The BDO Student has Become the Master feat. Shane Pierson | Ep. 118 from 2023-10-05T08:00
After getting spoiled with doable deals for the past couple years, BDOs are now facing a new reality. In this... Listen
The SBA Industry Needs More Closers Like Shelise Evans | Ep. 117 from 2023-09-28T08:00
Thank you for tuning in to another episode of the Art of SBA Lending. In this episode, Ray Drew sits down with Shelise Evans, an experienced SBA closer, about her background and approach to clos...
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Sterling Birdsong Shares his Path to Success as SBA Loan Officer and Entrepreneur | Ep. 116 from 2023-09-21T08:00
Thank you for tuning into another episode of The Art of SBA Lending. This week on the podcast, Ray sits down with Sterling Birdsong.
Sterling shares his journey in the lending industry, f...
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A Masterclass in BDOing feat. Bruce Marks | Ep. #115 from 2023-09-14T08:00
This week on the Art of SBA Lending Podcast, Ray welcomes SBA Legend Bruce Marks for a second time.
Bruce Marks is a highly experienced and successful business development officer (BDO). ...
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The Future of SBA Lending: Part 2 | Ep. #114 from 2023-09-07T08:00
On this episode of the Art of SBA Lending, Ray and his guests discuss the new SOP changes and the potential impact of technology on the industry.
They explore the challenges and opportuni...
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The Future of SBA Lending Part 1 | Ep. #113 from 2023-08-31T09:30
In this episode of the Art of SBA Lending, host Ray Drew moderates a roundtable discussion on the future of SBA lending with Kevin Rafferty, Lynne Singletary, and Javier Jorge.
They discu...
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I’m Your Guest, Ray Drew. (feat. Guest Host Bruce Boddie) | Ep. #112 from 2023-08-24T09:00
We're turning the tables on this one.
New Season: TRAILER from 2023-08-17T19:34:41
📢 We are back and bigger than ever with a brand new season of the 🎙 podcast featuring: new formats and a new cast of characters.
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SBA Expert Paul Long has a Video for Everything | Ep. #111 from 2023-06-01T06:44:54
Since the week after his 16th birthday, Paul Long has been in the banking industry. After working his way from Wells Fargo Bank Teller to a district manager, Paul transitioned to business bankin...
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Former Live Oak CFO Brett Caines founds SBA Data Analytics Company Lumos | Ep. #110 from 2023-05-25T07:30
Chemical Engineering, Data Analytics, and SBA. One person ties these three things together and that’s this week’s guest, Brett Caines.
Your host, Ray Drew, sits down with Brett to discuss...
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SBA Underwriting Talk with Credit Manager Lizzie Slaton | Ep. #109 from 2023-05-18T08:00
Ray sits down with Lizzie Slaton, newly appointed SBA Credit Manager at Dogwood State Bank. Lizzie shares her background in SBA servicing and underwriting, discusses her credit philosophy and in...
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Building SBA Shops from the Ground Up feat. John Handmaker | Ep. #108 from 2023-05-11T08:30
Raising the Bar for SBA Legal Counsel ft. Scott Oliver (See what I did there?) | Ep. #107 from 2023-05-04T07:30
Today on the podcast, Ray travels to the NAGGL conference in St. Louis to sit down with Scott Oliver, Partner at Lewis Kappes.
Ray and Scott discuss why attorneys are afraid of engaging o...
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A Day in the Life of an SBA Head feat. Amber Dorland | Ep. #106 from 2023-04-27T08:30
Amber Dorland is the Head of SBA Lending at FFB and this week, she stops by the podcast to discuss her role at the bank. As Head of SBA, she oversees origination, credit, operations, and servici...
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From Back Office Worker to Successful SBA Advisor feat. Matthias Smith | Ep. #105 from 2023-04-20T07:30
Matthias returns to the podcast to catch up on what he’s been doing since quitting his w2 job back in May 2022.
Matthias was an SBA loan closer for 7 years before making the decision to d...
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A Wake Up Call for the SBA Industry | Ep. #104 from 2023-04-13T08:00
In this podcast episode Ray points out 6 “selling points” that you are probably using, and why they are obsolete in today’s market, and shares 3 effective strategies for separating yourself in t...
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Running a Non-bank SBA 7a Lender the Right Way feat. Charles Rho | Ep. #103 from 2023-04-06T07:30
Ray sits down the president of VelocitySBA, Charles Rho. VelocitySBA is a non-bank lending company solely focused in 7a lending. They’ve been ramping up steadily, and have built a very solid tea...
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Tim McGoff Shares Secrets to Celtic Becoming a Top SBA Lender (YouTube only) | Ep. #102 from 2023-03-30T10:08:12
Tim McGoff joins Ray to discuss the decisions and strategy that helped lead to Celtic becoming the #4 most active SBA 7a lender in the country - and they aren’t stopping there. Tune in to learn ...
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Matthew McElveen leaves BDOing Behind to Build a New SBA Shop. (Well, kind of) | Ep. #101 from 2023-03-23T07:30
Ray sits down with Matthew McElveen, President of GGL, Voyager Lending. Matthew is an SBA credit analyst turned BDO turned head of a division all within the last 6 years. Tune in to hear how thi...
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Personal Branding for SBA BDOs feat. Chelsea Krost | Ep. #100 from 2023-03-16T07:30
How to Recruit and Train Brand New SBA Lenders feat. Sales Manager Bob Rabuck | Ep. #99 from 2023-03-09T16:20:43
SBA Sales Expert Robert “Bob” Rabuck joins the podcast to discuss his tenured career in SBA sales. Bob has CIT roots, helped build the Newtek sales recruitment and training program, and is now l...
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SBA Legend Mark Bryant Passes the Baton to Jordan Hallam | Ep. #98 from 2023-02-23T08:30
After 30+ years in SBA lending, Mark Bryant is calling it quits. His successor, Jordan Hallam will be taking over as Director of GGL at SouthState Bank. Tune in as we look back at Mark’s tenure...
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Addressing the Gap Between SBA Lenders and the Spanish Speaking Community | Ep. #97 from 2023-02-09T08:30
In this episode Ray sits down with Javier Jorge and Eduardo Sosa, two prominent SBA directors who both happen to speak Spanish. Tune in to hear our discussion on how the SBA lending community ca...
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Should I Jump Ship? (BDO Edition) | Ep. #96 from 2023-02-02T09:00
In this episode Ray explains when it makes sense for a BDO to jump ship and begin talking to other shops, and what questions to ask that shop BEFORE accepting the position.
... Listen
From Sales Assistant to Top-Producing BDO Feat. David Hulit |Ep. #95 from 2023-01-26T13:55:31
In this episode, Ray sits down with David Hulit of Ready Capital.
David’s journey is nothing short of extr...
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Back to Back $30mm+ years feat. Rick Sayward | Ep. #94 from 2023-01-19T08:30
In this episode Ray sits down with his former colleague Rick Sayward, BDO at Dogwood State Bank. Rick was a former SBA underwriter turned BDO and hasn’t looked back since. Tune in to hear how Ri...
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Getting from $10mm to $20mm in Production | Ep. #93 from 2022-11-17T09:30
My Hot Take on FinTechs getting SBLCs | Ep. #92 from 2022-11-10T12:58:14
7 Ways the Rising Interest Rate Environment is Impacting SBA Lenders | Ep. #91 from 2022-11-03T08:30
In this episode, Ray shares 7 ways the rising interest rate environment is impacting the SBA lending industry from lower demand, lower premiums, rate stress testing, and more!
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You Can’t Teach Passion feat. SBA Sales Leader, John Chung | Ep. #90 from 2022-10-27T08:30
SBA Sales Leader John Chung sits down with Ray for a one on one to learn John’s history and the challenges he’s facing as he helps rebuild the West Coast SBA Sales Team at First Bank.
You Catch More Deals With Honey feat. Jared Johnson | Ep. #89 from 2022-10-20T08:30
In this episode Ray sits down with VP, Senior BDO Jared Johnson from First Internet Bank to discuss what it takes to be a top producing BDO’s in today’s environment.
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You Catch More Deals With Honey feat. Jared Johnson | Ep. #89 from 2022-10-20T08:30
In this episode Ray sits down with VP, Senior BDO Jared Johnson from First Internet Bank to discuss what it takes to be a top producing BDO’s in today’s environment.
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I asked Ops/Closing Managers THIS question | Ep. #88 from 2022-10-13T11:30
In this episode Ray shares what he learned after asking 5 Operations and Closing Managers THIS question: What would you like to say to your BDO’s but can’t? The results will shock you!
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Bridging Gap Between Business Brokers and SBA World feat. Bianca Evans | Ep. #87 from 2022-10-06T08:30
Not all business brokers are created equal. That is one of the discussions between Ray and senior business broker, Bianca Evans. Listen in to their conversation around: the psychology of the dea...
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Interview with SBA Attorney Mitch Fogel | Ep. #86 from 2022-09-29T08:30
For the first time ever, we get to hear from an SBA legal expert. Mitchell C. Fogel, owner of Fogel Law Group, shares his story on: jumping from Big Law to his own shop; dedicating himself to qu...
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Alexa Glasgow Keeps The Trains Moving While Her BDO is in Market | Ep. #85 from 2022-09-22T08:30
Alexa Glasgow, Sr. Loan Coordinator at Fund-Ex Solutions Group stops by the studio to share her experience working alongside Ray and the rest of the GOAT Pod. Tune in to learn why we created the...
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Finding your Ceiling as a BDO feat. Alejandro Buitrago | Ep. #84 from 2022-09-15T08:30
In this episode, Ray sits down with Mr. 305, Alejandro Buitrago. Alejandro is crushing it in the SBA space after stumbling into the industry from a job in IT.
Take a listen as Ray questio...
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There Are No Shortcuts to the Top feat. Bruce Marks | Ep. #83 from 2022-09-08T08:30
Tune in to this week's episode to soak up some knowledge from our podcast guest, Bruce Marks. With decades of SBA experience, Bruce shares what has helped him become and stay successful in the i...
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6 Month Check-in: New Manager Edition | Ep. #82 from 2022-09-01T08:30
Back by popular demand, Christopher Hackney makes his second podcast appearance in this week's episode.
Listen in as Ray uncovers what's new with Chris — including his community outreach,...
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From BDO to President&CEO with Brooke Mirenda | Ep. #81 from 2022-08-25T08:30
In the first episode of season 2, Ray heads to Tampa to sit down with Brooke Mirenda, President and CEO of SEDCO - Sunshine State Economic Development Corporation.
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Season 2: Trailer from 2022-08-18T12:04:38
The Art of SBA Lending is BACK!
This fall, get ready for brand new interviews with some of the SBA industry’s greatest talents.
Did we mention the interviews are all i...
SBA is a 3 Letter Word for Fun | Ep. #80 from 2022-06-09T11:16:12
In this episode Ray sits down with SBA living legend Annemarie Murphy, EVP/President of SBA Lending at First Bank of the Lake to discuss her journey in the SBA industry including her time at pre...
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Matthias Smith Chooses Social Media and Entrepreneurship over His Job | Ep. #79 from 2022-06-02T08:30
In this episode, Ray sits down with Matthias Smith, a former SBA Loan Closer who recently quit his job to start his own brokerage after his employer asked him to stop posting about small busines...
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2 YouTubers Just Saved the SBA Industry in 53 minutes feat. Dustin Baker | Ep. #78 from 2022-05-26T06:08:29
In this episode, Dustin Baker returns to The Art of SBA Lending for an in-person interview with Ray Drew at the NAGGL conference in Atlanta. Dustin is the CEO & Founder of the SBA advisory firm ...
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Interviewing Charles Green at NAGGL's Atlanta Conference | Ep. # 77 from 2022-05-19T13:56:20
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Greg Gala, Working for Big Shops, Top-Producers Being Favored, and Working with LSPs | Ep. #76 from 2022-05-13T08:30
Greg Gala is back, and we had to use the bleep button multiple times. Tune in to hear Greg’s colorful take on the differences between working at a big shop vs a small shop as. A BDO. Also, anoth...
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Maintaining Strong Business Broker Relationships (5 Tips) from 2022-05-05T08:40:21
In this episode, Ray shares 5 tips to help SBA BDO’s maintain strong relationships with business brokers for the purpose of financing more Business Acquisitions.
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From Broker to Top-Producing BDO in 18 months ($50mm+ closed and climbing) from 2022-04-28T14:21:05
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Is Working in Pods a Good Idea? | Ep. #73 from 2022-04-21T08:30
Underwriting with Urgency feat. Nathan Walker | Ep. #72 from 2022-04-14T08:30
Ray sits down with his very own SBA underwriting partner, Nathan Walker. Nathan is a top performing underwriter and in this episode, he opines on the art and science of SBA underwriting, and how...
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By Popular Demand, Marty Ferguson! | Ep. #71 from 2022-04-07T08:30
In this episode, Ray sits down with Marty Ferguson, Managing Director of SBA Lending at First Business Bank to discuss Marty’s leadership style, COI prospecting, and the SBA industry in general....
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How SBA Lenders Should Handle Rising Rates | Ep. #70 from 2022-03-31T08:30
In this episode, Ray breaks down how SBA Lenders should handle the rising interest rate environment from both an underwriting and a sales perspective.
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Implementing a Pull Marketing Strategy (vs Push Selling) | Ep. #69 from 2022-03-24T08:30
The Pied Piper of BDO’s, George Andreaus | Ep. #68 from 2022-03-17T08:30
In this episode Ray sits down with one of his first ever mentors: George Andreas. George is SVP, National Sales Manager at Bank of George, and back in 2013 he was Ray’s manager. Tune in to learn...
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A Winning “Upfront Process” for BDO’s | Ep. #67 from 2022-03-03T09:30
In this episode, Ray discusses the importance of a BDO’s upfront process for new deals and shares his proven process for receiving, assessing, and presenting a new deal to credit.
R...
Some BDOs Fail Before They Even Start | Ep. #66 from 2022-02-27T15:32:09
How Having TOO Much Success forced Stephen Speer Out of a Job | Ep. #65 from 2022-02-17T09:30:50
In this episode, Ray sits down with Stephen Speer to discuss sales mastery and time management and how having TOO much success forced him out of a job and into his own business. Stephen is the C...
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How Christian Bowles went from SBA Novice to National Sales Manager in 5 years | Ep. #64 from 2022-02-10T13:44:56
How Christian Bowles went from SBA Novice to National Sales Manager in 5 years | Ep. #64
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What To Do Your First 90 Days as a BDO | Ep. #63 from 2022-02-03T21:30:07
In this episode, Ray breaks down exactly what you need to do in your first 90 days as a BDO at a new shop in order to create enough momentum to become a high producer.
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My path to becoming a $50mm/yr producer | Ep. #62 from 2022-01-27T09:30:29
In this episode, Ray details his 9 year journey from a young BDO 30 days away from being fired to one of the industry’s top producers.
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Ray’s SBA 7a Predictions for 2022 | Ep. 61 from 2022-01-20T09:30
In this episode, Ray shares his assessment of the SBA 7a lending landscape and makes his prediction on what fiscal year 2022 is going to look like when it’s all said and done.
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Danny Lobina Embodies the Spirit of the Program | Ep. #60 from 2022-01-13T23:49:22
In this episode, Ray sits down with Danny. Lobina, SVP, SBA Director at Sunflower Bank. Danny recently published an article on LinkedIn that poses the question, “how do you know if you can trus...
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Top 5 Podcast Moments of 2021| Ep. 59 from 2021-12-31T06:22:47
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The Power of Thinking Big with Pattie Ehsaei | Ep. 58 from 2021-12-23T09:30
How CIT changed the SBA industry feat. Chris Kwiatkowski | Ep. 57 from 2021-12-16T22:49:06
The 10 BDO Commandments | Ep. 56 from 2021-12-09T13:00
In this episode, Ray breaks down the 10 BDO commencements that all SBA BDO’s should live by.
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How Daniel Park originated $100,000,000+ in one year | Ep. 55 from 2021-12-02T18:18:43
In this episode, Ray sits down with Daniel Park of US Metrobank. Tune in to learn how Daniel outproduces 99.9% of BDO’s in the SBA industry with over $100,000,000 in closings this year.
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Why Most SBA Departments Fail (or Fail to Take Off) | Ep. 54 from 2021-11-11T09:30
In this episode, Ray breaks down what he views as the main reason why an SBA shop fails (or fails to gain traction in the market.)
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SBA 7(a) Pricing Debate with Kevin Riffey | Ep. #53 from 2021-10-28T23:25:58
In this episode Ray catches up with Kevin Riffey, EVP and SBA Executive at Bank of Central Florida. Kevin has been around in SBA lending for many years, on both the retail and wholesale side, as...
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Mastery of a Small Loan Program with Fred Crispen | Ep. #52 from 2021-10-14T08:30
California’s rising SBA star Scott Cisneros talks shop | Ep. #51 from 2021-10-07T05:05:47
In this episode, Ray sits down with Scott Cisneros, VP/SBA Commercial Loan Officer at Union Bank. Scott found SBA late in his banking career but quickly established himself as a top-producer in ...
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Is the SBA boom here to stay? | Ep. #50 from 2021-09-30T08:30
In this episode, Ray discusses what is fueling this record-breaking year for SBA Lending and opines on whether the heightened demand for SBA lending will continue after the loss of the SBA incen...
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Nick Roach’s Rise from Teller to Bank President | Ep. 49 from 2021-09-23T08:30
In this episode Ray sits down with Nick Roach, President and Chief Lending Officer of Stone Bank. Tune in to hear about Nicks Journey from Bank Teller to Bank President all before the age of 40....
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Interview with Chris Hurn | Ep. #48 from 2021-09-02T08:30
Interview with Pam Frie | Ep. #47 from 2021-08-27T14:25:55
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 m...
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Interview with Charles Green | Ep. #46 from 2021-08-19T08:30
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.
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Interview with Keith Kohler | Ep. #45 from 2021-08-12T08:30
Interview with Christopher Hackney | Ep. #44 from 2021-08-05T07:30
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. Tu...
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Interview with Javier Jorge | Ep. #43 from 2021-07-29T08:30
Reserve ...
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Podcast Relaunch | Ep. #42 from 2021-07-22T04:32:54
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.
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Pricing your SBA 7(a) Loan | Ep. #41 from 2021-04-05T18:36:51
In this episode, Ray discusses how to price their SBA 7(a) loans.
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Interview with Lynne Singletary | Ep. #40 from 2021-03-24T15:29:48
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 S...
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Interview with Bruce Boddie | Ep. 39 from 2021-03-10T13:29:23
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
Sen...
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Business Acquisition Lending | Ep. #38 from 2021-03-05T00:00:05
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, selle...
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SBA 7(a) Stimulus Update | Ep. #37 from 2021-02-23T02:00
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...
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The "10 Good Referral Sources" Days are Dead | Ep. #36 from 2021-02-01T13:00
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 ...
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5 Ways to Build Your Personal Brand | Ep. #35 from 2021-01-18T14:31:30
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...
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SBA Stimulus has Arrived! | Ep. #34 from 2021-01-03T22:55:56
In this episode, Ray talks about what the newly passed SBA stimulus means for SBA Lenders.
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The 10 SBA Commandments | Ep. #33 from 2020-12-20T18:03:14
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 reflec...
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Where is Ray Drew? | Ep. #32 from 2020-12-13T14:30
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 t...
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Why Some BDO's Fail | Ep. #31 from 2020-10-26T11:30
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.
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Not Every Deal Should Get Done | Ep. #30 from 2020-10-13T12:23:16
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 po...
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The BDO Position w/ Dustin Baker | Ep. #29 from 2020-10-05T13:45:16
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....
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Building Your Business Development Plan | Ep. #28 from 2020-09-28T14:14:38
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....
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The Key to Becoming a Successful BDO | Ep. #27 from 2020-09-13T15:01:48
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 pod...
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Busy Vs. Productive | Ep. #26 from 2020-08-24T01:28:27
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.
G...
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Developing Business at Virtual Conferences | Ep. #25 from 2020-08-17T14:25:34
In this episode, I discuss 5 ways to effectively develop business at virtual conference.
Link to I Survived PPP etsy store:
Deal Fallout | Ep.#24 from 2020-08-02T14:59:31
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...
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Selling vs. Stupid | Ep. #23 from 2020-07-13T12:56:54
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 ref...
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The Future of SBA Lending | Ep. #22 from 2020-06-28T23:59:35
In this episode, I talk business development strategy and the future of SBA lending with fellow SBA Lender, Greg Gala.
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Effective Email Marketing | Ep. #21 from 2020-06-10T00:57:48
In this episode, I share tips and tricks for effective email marketing for SBA BDO's / Relationship Managers.
I Survived PPP Etsy Store Link:
Repositioning Yourself for the New Economy | Ep. #20 from 2020-05-31T22:00:14
A shake-up in the marketplace could be the exact thing you need to make the move toward becoming more efficient and profitable as an SBA lender. Listen to find out why.
Etsy store: Listen
SBA&Fintech | Ep. #19 from 2020-05-26T13:01:46
Given the recent involvement of Fintech lenders in the PPP, I wonder if they will look to become a direct source of regular SBA 7(a) loans going forward. Let's discuss!
Also, I t...
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SBA Underwriting - Post-Shutdown | Ep. #18 from 2020-05-17T15:40:45
In this episode, I discuss 3 key factors to understand when assessing a new loan request post-covid shutdown.
1. Get the Story
2. Are you profitable?
3. What's your post-cl...
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PPP Update | Ep. #17 from 2020-04-19T14:57:23
The first round of Paycheck Protection Program Loans is over - no more SBA approvals will be issued until Congress has passed more funding.
In this episode, I look back and analyze the la...
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The New Normal | Ep. #16 from 2020-04-12T23:41:26
Now that PPP is up and running, I want to take a minute to discuss what "the new normal" looks like for SBA lenders now, and what it will look like after the Covid-19 Pandemic has passed us.
... Listen
Paycheck Protection Program | Ep. #15 from 2020-03-29T13:00
Congress has passed and the President has signed the CARES Act which includes a new SBA 7(a) loan program called the Paycheck Protection Program or PPP. Lenders are now working with SBA to under...
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CoronaVirus Update | Ep. #14 from 2020-03-16T10:00
The social distancing efforts being used to combat the CoronaVirus has left Small Business Owners in a very tough situation.
There are 2 major SBA initiatives happening:
1. $7 bill...
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Business Development Strategy for Large Banks | Ep. #13 from 2020-03-03T02:54:58
In this episode, I discuss Business Development Strategy for SBA Product Specialists at Large Banks.
- Building relationships within the bank
- Marketing to your internal referral ...
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Heightened Communication When it Matters Most | Ep. #12 from 2020-02-17T14:14:19
In this episode, I discuss the idea that increased communication is needed during points of transition within the SBA borrowing process (such as when the loan is submitted to underwriting and wh...
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Selling through Education | Ep. #11 from 2020-02-03T17:00
There is a thirst for knowledge out there when it comes to SBA loans. The opportunity to develop your SBA lending business through education-based content and events has never been greater.
... Listen
Why Presentation Matters | Ep. #10 from 2020-01-29T16:04:59
As technology takes a more forward leaning role in the financial services industry, there is one thing that will always require some good ol' fashioned human brain power - and that is SBA lendin...
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Hotel Lending | Ep. #9 from 2020-01-22T15:16:43
In this episode, I discuss trends in Hotel SBA Lending from the following perspectives:
- Market Analysis
- Credit/Underwriting
- Competition
The content of this podc...
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5 Insights into Consolidating MCA debt | Ep. #8 from 2020-01-14T13:51:43
Merchant Cash Advance (MCA) loans have exploded in the last few years due to the speed of which they can be funded, however the high interest rates and short repayment terms associated with thes...
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When to use the SBA 7(a) loan for Real Estate | Ep. #7 from 2020-01-07T17:02:06
In this episode, we discuss the best real estate scenario for SBA 7(a) financing.
- Start-up Businesses involving Real Estate
- Real Estate Purchases for Fast-Growing Businesses i...
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Balancing Business Development with Managing Your Loans | Ep. #6 from 2019-12-18T16:29:18
In this podcast, we discuss how to perform the balancing act that is developing new business for the bank and managing your active loans through your pipeline.
- Time Management
-...
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Cultivating Referral Sources | Ep. #5 from 2019-12-03T13:45:04
In this episode, we talk about how to create great referral sources.
- How to get the most out of trade organizations
- Cold calling techniques
- Prioritization of Referral...
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Selling Strategy | Ep. #4 from 2019-11-19T13:18:05
In this episode, I talk about selling strategy.
- Pitfalls to avoid in the initial stages of selling
- The consultative approach
The content of this podcast is my own and d...
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Finding Your Value Proposition | Ep. #3 from 2019-11-12T14:10:42
In this Episode, I discuss how to pinpoint and embrace your shop's Value Proposition.
- Finding the "intersection" of approvable deals and deals you can win
- Going to market with ...
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Term Sheets | Ep. #2 from 2019-11-05T13:25:24
In this episode, I do a deep dive into the SBA pre-approval process, specifically covering the topic of term sheets.
- Immediate term sheets vs. credit-approved term sheets
SBA Pr...
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The State of SBA Lending | Ep. #1 from 2019-10-26T15:43:58
This episode sets the stage for what we'll be discussing in future episodes, and that is: The Art of SBA Lending. We hit on topics such as: how perception of the program has changed, the role ...
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