From Back Office Worker to Successful SBA Advisor feat. Matthias Smith | Ep. #105
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 dive into the…
A Wake Up Call for the SBA Industry | Ep. #104
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 the ma…
Running a Non-bank SBA 7a Lender the Right Way feat. Charles Rho | Ep. #103
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 team and…
Tim McGoff Shares Secrets to Celtic Becoming a Top SBA Lender (YouTube only) | Ep. #102
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 how T…
Matthew McElveen leaves BDOing Behind to Build a New SBA Shop. (Well, kind of) | Ep. #101
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 this all…
Personal Branding for SBA BDOs feat. Chelsea Krost | Ep. #100
How to Recruit and Train Brand New SBA Lenders feat. Sales Manager Bob Rabuck | Ep. #99
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 leadin…
SBA Legend Mark Bryant Passes the Baton to Jordan Hallam | Ep. #98
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 tenured car…
Addressing the Gap Between SBA Lenders and the Spanish Speaking Community | Ep. #97
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 can add…
Should I Jump Ship? (BDO Edition) | Ep. #96
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.
💡The BDO Awards will b…
From Sales Assistant to Top-Producing BDO Feat. David Hulit |Ep. #95
In this episode, Ray sits down with David Hulit of Ready Capital.
David’s journey is nothing short of extraordinary. He got his start as a BDA and quickly began to develop into a top-producing BDO…
Back to Back $30mm+ years feat. Rick Sayward | Ep. #94
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 Rick is…
Getting from $10mm to $20mm in Production | Ep. #93
My Hot Take on FinTechs getting SBLCs | Ep. #92
7 Ways the Rising Interest Rate Environment is Impacting SBA Lenders | Ep. #91
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!
You Can’t Teach Passion feat. SBA Sales Leader, John Chung | Ep. #90
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.
To contact Jo…
You Catch More Deals With Honey feat. Jared Johnson | Ep. #89
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.
I asked Ops/Closing Managers THIS question | Ep. #88
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!
Bridging Gap Between Business Brokers and SBA World feat. Bianca Evans | Ep. #87
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 deal, br…
Interview with SBA Attorney Mitch Fogel | Ep. #86
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 quality…