CEO, 504 Fund Advisors, LLC
Jordan is CEO of 504 Fund Advisors, LLC, a wholly-owned subsidiary of Live Oak Bancshares, and the investment advisor to The 504 Fund (the Fund). Jordan is one of two portfolio managers for the Fund and one of the co-founders. Jordan and his team are responsible for all lending operations related to the Fund including bidding on new and existing loans, underwriting, closing, and loan servicing. Jordan is also heavily involved in investment raising activities and regularly presents to banks, credit unions and socially-conscious investors.
Jordan also is Managing Director of SBA 504 Secondary Markets at Government Loan Solution (GLS), a financial services company and the nation’s premier SBA 7(a) secondary market expert and leader in the emerging SBA 504 secondary market. Jordan is responsible for researching, developing and establishing secondary market outlets for SBA 504 first lien lenders.
Prior to GLS, Jordan was President of Wholesale 504 Lending Consultants, LLC (W504), another financial services company that facilitated SBA ‘First Mortgage Lien Pool (FMLP)’ program business. W504 was a partner with GLS and together they created Secondary Market Access (SMA), an entity that provided all aspects of services to 504 buyers, sellers, pool originators and investors. SMA facilitated almost 60% of the approximately $1B in gross loans funded through the FMLP program.
Earlier, Jordan served as Executive Vice President at CDC Small Business Finance managing their for-profit subsidiary, CDC Direct Capital, where he helped create and operate two SBA 504 wholesale purchase programs.
Jordan earned a Bachelor Of Science, Business Administration/Finance at San Diego State University.
Director of Sales and Marketing, Greater Texas Capital Corporation
Greg Dunn serves as Director of Sales and Marketing at Greater Texas Capital Corporation (GTCC). In that role, he is responsible for marketing and business development of lending products, concentrating on the Dallas, Fort Worth, Arlington and Houston markets. He co-originates commercial real estate and equipment loans from commercial brokers and banks with deals ranging from $500k to $10 million.
Prior to joining GTCC in 2009, Greg served the Principal Financial Group as Regional Manager where he originated commercial real estate loans with deals that include multi-family, investment and owner-occupied real estate. In addition, he held positions in various management, sales, and credit capacities for Lehman Brothers, Zion’s Bank, Heller Financial, and community banks.
With more than 20 years of financial experience, Greg specializes in secondary market/wholesale of commercial real estate lending from small- to medium-sized businesses. He has years of lending expertise for small business conduit, conventional real estate, SBA 504/7A, commercial lending, and Federal National Mortgage Association, commonly known as Fannie Mae, a government-sponsored enterprise (GSE) that was created to expand the flow of mortgage money by creating a secondary mortgage market.
Greg is an active advocate for small businesses and serves as a member of the North Texas Association Government Guaranty Lenders, Houston Association Government Guaranteed Lender (HAGGL), National Association Development of Companies (NADCO), and National Association Government Guaranty Lenders (NAGGL).
Greg is a native of Oklahoma. He earned a Bachelor of Science degree in Business Administration from the East Central University and has completed courses in the Graduate School of Banking at the University of Wisconsin.
Learning & Development Design
Phyllis Edwards is a Learning and Development professional with extensive knowledge and experience in Instructional Design, Facilitation, and Performance Development Management.
Phyllis started her career at General Electric Financial Services working as a New Hire Trainer. She later moved on to working as a Performance Development Specialist. One of her major accomplishments at General Electric Financial Services was reducing the new hire onboarding process by 50% while increasing the new hire 90-day performance ratings.
Phyllis’ career led her to Automatic Data Processing (ADP). In her role as Instructional Designer, she created innovative and performance-based courses. She designed and developed instructor-led and virtual courses for ADP clients and internal associates. She was promoted to the ADP Global Learning team and assigned to the Small Business Service (SBS) group. In her role as Leadership Development Manager, Phyllis worked with new, front-line and mid-level managers. Her major focus was to ensure ADP developed not only good managers but also outstanding leaders.
She facilitated courses for the ADP Management Development Program and worked as mentor for the new managers. One of Phyllis’ major accomplishments at ADP was leading a team to develop consistent, business-wide competencies for the Individual Contributor role. The competencies were implemented and replaced Success Factors on 360 surveys, interview guides, and performance development guides.
Phyllis is currently working as a Learning and Development consultant. She has worked on projects with various organizations. Some of her contract assignments include writing video scripts, developing eLearning courses, writing standard operating procedures, creating strategy for a new product implementation, interviewing candidates, writing interview guides, designing expectation documents.
Founder & CEO, LenCred
Tom is the founder and CEO of LenCred, previously called Hawkeye Management, a company that provides unsecured small business loans and working capital solutions for both start-up and established business owners throughout the United States.
In 2013, LenCred was named the 177th fastest growing privately owned company in the U.S. by Inc Magazine on their Inc 500 list. In addition to making Inc Magazine’s Inc 500 list, the company was also named as one of the 50 fastest growing companies in the PA, NJ, DE tri-state area by Smart CEO Magazine.
Tom is widely known as the country’s foremost expert in unsecured lending solutions for small business owners. He is affectionately known as the “credit geek” for his knowledge and insightful understanding of FICO® scores and the FICO® credit scoring system. He is a frequent guest with a variety of groups throughout the country on the topics of personal credit, business credit, unsecured lending solutions, debt capital solutions, and business lines of credit. Tom holds FICO® Pro and XCO certifications from AllRegs Academy and Xinnix Mortgage Academy.
Prior to LenCred, he worked at CTX Mortgage Company as Mortgage Advisor for four years where he helped clients out of subprime loans and moving them into A-Paper products that saved them tens of thousands of dollars in interest.
Previously, he served as Loan Originator at Hancock Mortgage and Mortgage Originator at Christensen Mortgage Services. Aside from SBFI, he is a contributing writer for SmallBizTrends.com. He has also provided expert content for Dun & Bradstreet Credibility Corporation, SCORE, and writes for his site, The Business Finance Lounge.
Tom earned is B.A. degree in Economics and Finance from Westmont College in Santa Barbara, California.
Principal, Jeff Judy & Associates
Jeff is the Principal of Jeff Judy & Associates where he leads a team that offers extensive experienced-based consulting for financial services and credit relationships. The firm works with banks and business owners to develop optimal outcomes for both sides of the banking-business relationship. His team brings many decades of acquired knowledge and practical experience to bear on the complexities and challenges of banking relationships.
Jeff is dedicated to helping business owners understand how bankers think so that they can achieve better outcomes from their banking relationships. His expertise includes training and consulting in all facets of community banking, including credit, compliance, corporate culture development, and relationship management.
Before launching his own consulting business, he spent many years at prominent banking institutions such as Continental Illinois (now B of A), Norwest (now Wells Fargo); and AgriBank, FCB. His roles included developing and managing corporate-wide training programs, as well as international and business banking.
Jeff has more than 30 years of experience exploring relationships between financial service providers and their customers. He learned that both providers and users of financial services benefit from deep knowledge and thorough understanding of how that interaction works, and from knowing what goals, concerns, and methods command the attention of both sides of the relationship.
He used his experience to teach bankers and business owners how to talk to each other to reach mutually beneficial outcomes. At the same time, his team of associates provides extensive consulting to community banks seeking to develop more effective plans, policies, and processes, and to see their strategic plans effectively implemented at the front lines.
President, Evia Global Corporation
Rhonda serves as the President of Evia Global Corporation, a full service finance company with a strong emphasis on commercial real estate, SBA lending and owner-occupied properties.
She spent 10 years in advertising and marketing before moving into SBA lending as a loan packager and business developer. Her earlier lending years were spent between two national SBA origination lenders, Heller First Capital (subsidiary of Heller Financial, now GE Capital), where she was part of the team that first launched Heller in the Chicago market. Later, she was recruited by Bank of Commerce (now US Bank, N.A.) based in San Diego CA, to open a Chicago office to represent the bank there.
Rhonda later served as a commercial lender in other banks including was Vice President, State Bank of Countryside, First Vice President, Government Guaranteed Business Relationships at The Bancorp Bank, and Vice President/Team Leader at Fifth Third Bank.
In addition to SBFI, Rhonda is actively involved in several Chicagoland community endeavors including service on the Board of Directors of American Friends of Hebrew University and as a member of SomerCor 504, a non-profit Certified Development Company. In addition, she is a member of the Secondary Market Committee of the National Association of Government Guaranteed Lenders (NAGGL) and the Chicago Host Committee of Vision 2020.
Over the years, she has been a featured speaker and advocate for SBA lending at many conferences and local meetings, including the International Council of Shopping Centers and several private legal and accounting firms. Rhonda earned a Bachelor of Science degree in Advertising and Business from the University of Florida.
Owner, Callouch, Williams and Associates
Patricia is a national speaker and consultant on small business development and managing an economic development organization. A retired telecommunications executive, her career focused on wired and wireless networks with extensive experience the field operations marketing, finance, governmental affairs, strategic planning, and customer service.
Her company, Callouch, Williams and Associates, is an economic development practice focusing on clients in economic development agencies, statewide microenterprise associations (SMAs), microenterprise development organizations (MDOs), non-profit organizations, funders of non-profit economic development activity, and mid-sized small businesses.
Patricia formerly served as the Chief Executive Officer of the Georgia Micro Enterprise Network (GMEN), an SMA focused on job creation through small business development. In addition, she served as Treasurer (and earlier as Chair) of the board of directors of the national microenterprise industry’s Association for Enterprise Opportunity (AEO), a national SMA network representing organizations like GMEN around the U.S.
Patricia is a Certified Economic Developer (CEcD) with the Internal Economic Development Council (IEDC). She serves IEDC as a trainer, consultant, certification test grader, and on its membership committee.
Patricia has volunteered with over 30 non-profit organizations. She has held leadership positions in the Atlanta Chamber of Commerce, Atlanta YWCA, Memphis Women’s Foundation, National Black MBA Association (national board and Atlanta Chapter President), and Memphis Partners in Public Education. Also, she participated in Leadership Atlanta, Leadership Baton Rouge, and Leadership Memphis. She now, in addition to SBFI, she serves on the board of directors of the Sadie G. Mays Nursing Home.
Patricia earned an M.A.in Political Science and Government from the Northwestern University and a Bachelor of Arts in Political Science from Spellman College.
Gene Wright is a seasoned business executive and adviser to many small and mid-market businesses in the US and abroad. As a founder and owner of multiple businesses, Gene has successfully raised capital and helped many clients prepare their business to attract investment capital to help realize their growth potential.
Gene recently founded the Georgia Crowdfunding Association (GCA), a non profit organization focused on crowdfunding advocacy and providing education and awareness to Georgia’s crowdfunding ecosystem and serves as GCA’s executive director.
He is a Trustee and certified advisor with The Organization for Entrepreneurial Development (OED) a non-profit organization dedicated to providing local business assistance to Atlanta area businesses. .
Gene began his professional career with pioneer warehouse club operator Makro in 1977 based in Utrecht (Netherlands), opening the first Makro warehouses in the US. Upon the sale of Makro to Kmart, he joined KMart’s specialty retail group in 1990.
Following Kmart, Gene joined the global consulting firm Andersen Consulting (Accenture) as Associate Partner responsible for facilitating discussion with Andersen’s global client’s senior management teams. He facilitated workshops focused on growing and sustaining competitive advantage for companies such as Best Buy, Sears, McDonalds, Harley Davidson, Target, Home Depot, Carrefour, JC Penney, CB Richard Ellis, Costco, Mercedes, Ito Yakado, Kitamura, among others.
Gene earned a Bachelor’s degree in Business Administration from the University of West Georgia.
Managing Partner, Yelton Capital Network, LLC
A veteran in asset-based lending, Barry Yelton is the Managing Partner of Yelton Capital Network, LLC, a company that provides financial advisory and loan placement services throughout the United States.
Yelton Capital Network helps companies to find capital for financing accounts receivable, inventory, equipment, real estate, and other assets. He works with businesses, healthcare companies, government contractors and others which require funding in amounts from $500,000 to $50 Million. He also provides factoring services to companies with $3 million to $100 million in revenue.
Barry has more than 30 years of experience in the financing industry. He served various executive roles including Director, Vice Chairman, and Executive Vice President at the National Funding Association (NFA), an association of financial professionals which he co-founded in 1991. Also, he served as President and Director of the Atlanta Chapter of NFA. In 1996, he founded the Carolinas chapter of the Commercial Finance Association.
He also volunteers as the Group Manager of The Capital Forum LinkedIn Group which provides meetings and programs to help financial professionals in the legal, accounting, banking, and other financial categories to network more efficiently.
He is one of the Board Directors of Godbold School of Business in its Wealth and Trust Management Program at Gardner-Web University. The program provides a graduate with the knowledge and skill set to enter into and progress within the wealth and trust management sectors of the financial industry.
Barry authored a civil war novel, “Scarecrow in Gray.” He earned a B.A. degree in Political Science from the University of North Carolina at Charlotte and an A.A. degree in Liberal Arts from the Gardner-Webb University.