Exhibitor List
Booths 1-5
Booths 6-10
Booths 11-15
Booths 16-20
Booths 1-5
Booth 1
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CDC Capital Markets CDC Small Business Finance Corporation Bronze SponsorKen RosenthalSr Advisor - Lending, Education, Training 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 858-967-7817 krosenthal@cdcloans.com www.cdccapitalmarkets.com |
| CDC Capital Markets is a wholly owned subsidiary of CDC Small Business Finance. We provide SBA 504 1st mortgage secondary market solutions across the country in all 50 states. We work with banks, non bank lenders, brokers, CDC’s, credit unions, and the small business lending community to help them do more SBA 504 loans. We provide due diligence services to Morgan Stanley by marketing, packaging, underwriting and servicing these SBA 504 1st mortgages for Direct Table Funding or Loan Purchases. The way the program works is simple. We work with the CDC's or lenders and provide them loan terms for the 1st mortgage using Morgan Stanley's balance sheet rather than the local bank's balance sheet. That means the local lender can offer terms including 25 year fixed for life 504 1st mortgages. The first mortgage is funded off Morgan Stanley's balance sheet and the local lender earns premium income. Banks win by gaining deposits and earning premium. CDCs win by increasing their 504 volume. You can use the secondary market (Morgan Stanley) to help win deals by offering borrowers a truly fixed rate. Morgan Stanley offers a 25 year fixed for life rate on the first mortgage and the CDC offers a 20 year fixed for life rate on the second mortgage. |
Booth 2
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Collateral SpecialistsBronze SponsorMichael O'ConnorVice President of Marketing 1670 Corporate Circle Suite 200 Petaluma, CA 94954 415-763-4202 moconnor@csina.com www.csina.com |
| Collateral Specialists is a nationwide SBA Site Inspection Company. Our inspection programs allow your team to minimize the time and hassle associated with the inspection process. Your dedicated account manager will facilitate pre-funding, annual review, and delinquency site visits quickly and cost effectively, to help you and your team manage your risk. |
Booth 3
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Company Name Main Contact Title Address 1 Address 2 City, State Zip Phone website |
| Company Description |
Booth 4
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ORMS: Outsourced Risk Management Solutions LLC Derek Ezovski President 7 South Main Street Suite 209 West Hartford, CT 06107 860-838-5388 dezovski@orms.com www.orms.com |
| For years Outsourced Risk Management Solutions (ORMS) has worked closely with the SBA and CDCs to help provide an in-house environmental due diligence solution. ORMS helps CDCs review and package environmental submissions thereby increasing the approval rate for our clients. ORMS reduces the time spent by your staff of the review and submission of environmental reports to the SBA, all while increasing the number of loans you can close successfully. |
Booth 5
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Company Name Main Contact Title Address 1 Address 2 City, State Zip Phone website |
| Company Description |
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Booths 6-10
Booth 6
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Business Credit Reports, Inc. Debbie Golbach Vice President of Business Development 1645 Nashville Pike Gallatin, TN 37066 615-989-7005 debbie@businesscreditreports.com www.businesscreditreports.com |
| Business Credit Reports is the largest aggregator of commercial credit information in the country. BCR has exclusive agreements with Experian, Equifax and D&B. We are the first to offer a multi-bureau business credit report, called the Advantage Pro. Our reports include scores, analytics, and suggested credit limits and OFAC information. The Advantage Pro is perfect for new borrowers and anytime you need a complete business credit report. |
Booth 7
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Power Steering Unlimited, Inc. Mary Kropp President 145 SW 54th Terrace Cape Coral, FL 33914 210-478-1055 mekropp504@aol.com www.powersteeringunlimited.com |
| Power Steering Unlimited, Inc., charting CDCs’ courses for success since 2004, is a federally certified, small, woman-owned business (part of CCR and SAM), specializing in CDC operations, audit/loan review, SBA/commercial lending, loan management systems, & management/process/logistics/policy consulting. Having contracted with over 100 CDCs nationwide, CEO, Mary Kropp, is a respected expert with a reputation for knowledge, honesty, efficiency and trust, while providing services at excellent rates and a 12-year record of 100% client retention. We have performed Independent Loan Review Services for nearly 8 dozen CDCs since mid 2012, having developed an SBA-accepted format and efficient process for this task, with significant value added that only a former banker/CDC director could provide. Power Steering is your one stop for CDC Independent Loan Review, Process review, Strategic planning, Policy creation, and Operational efficiency. |
Booth 8
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Partner Engineering and Science, Inc. Marshall Stanclift National Client Manager 2154 Torrance Boulevard Suite 200 Torrance, CA 90501 800-419-4923 mstanclift@partneresi.com |
Booth 9
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CDC Ventures CDC Small Business Finance Corporation Silver SponsorMiriam VoigtDirector of Sales & Support 2448 Historic Dacatur Road Suite 200 San Diego, CA 92106 619-291-3594 mvoigt@cdcloans.com www.cdcloans.com/ventures |
| CDC Ventures makes innovative products for small business lenders. Its flagship product, Ventures+, is a loan processing and portfolio management tool that has become one of the top resources for the Certified Development Company (CDC) industry. Ventures+ is cloud-based and features intuitive data entry, easy navigation, dynamic reporting and multiple product integration. CDC Ventures recently merged with Anchor Commercial Services (LMS software), combining the strength of both organizations to achieve superior software solutions to loan processing challenges. CDC Ventures is able to consistently align the Ventures+ software with the evolving needs of CDCs, SBA lenders and changing SBA requirements. |
Booth 10
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Central Servicing AgentAlliance PartnerBrianDirector, Central Servicing Agent 1800 Tysons Boulevard McLean, VA 22102 202-412-8660 brian.gagnon@us.pwc.com website |
| More information regarding the Central Servicing Agent is coming soon! |
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Booths 11-15
Booth 11
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Zions BankSilver SponsorHoward AndersonSVP, National Sales Manager 7730 Union Park Avenue Suite 250 Midvale, UT 84047 801-699-1519 howard.anderson@zionsbank.com www.zionsbank.com |
| By providing the best combination of service, premiums, and creativity, Zions Bank is the secondary market pioneer and leader for the direct funding or purchase of SBA 504 first mortgage loans. Zions offers both fixed and variable rates for loan amounts up to $8 million on all SBA eligible property types. |
Booth 12
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Alliant Americas | Alliant Insurance ServicesSilver SponsorBarry PetersExecutive Vice President 6550 Rock Spring Drive Bethesda, MD 20817 301-263-6630 Barry.Peters@alliant.com www.Alliant.com |
| Alliant Insurance Services is a National leader in insurance, risk management, and consulting. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Today, this promise lives on through the dynamic confluences of people, ideas, and solutions that have come to define the Alliant name. Alliant was recently named as the exclusive administrator for the NADCO Management Liability program. |
Booth 13
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Trileaf - Commercial Lending Due Diligence Howard Horwitz Account Manager 10845 Olive Blvd Suite 260 St. Louis, MO 63141 314-997-6111 H.Horwitz@trileaf.com www.trileaf.com |
| TRILEAF is a nationwide environmental services company, providing targeted environmental services to Commercial and SBA lenders for SBA 504, 7(a) loans and government guaranteed loans. TRILEAF works with numerous banks, lenders and Certified Development Companies (CDC's) to satisfy the need for timely and cost effective Records Search with Risk Assessment (RSRA), Transaction Screen Assessment (TSA), Phase I and II ESAs, Property Condition Assessments, asbestos and lead assessments. |
Booth 14
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Liberty SBF Alexander Cohen CEO 1500 JFK Boulevard Suite 250 Philadelphia, PA 19102 610-294-5542 ACohen@libertysbf.com www.libertysbf.com |
| Liberty SBF has built one of the most innovative commercial lending and servicing platforms in the SBA industry. Liberty provides short term and permanent financing for owner occupied commercial real estate and provides third party servicing and capital markets services to its bank and credit union partners. Liberty SBF is financed by some of the nation's leading private equity firms, including EBF & Associates, Exigent Alternative Capital, Napier Park Global Capital, and Mainline Investment Partners. For more information about Liberty SBF and its lending, servicing and investment platforms, please visit www.LibertySBF.com. |
Booth 15
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The Preston Group, LLC Lisa Preston President 2820 FM 517 Road East Dickinson, TX 77539 281-534-8603 lpreston@the-preston-group.com www.the-preston-group.com |
| The Preston Group specializes in all facets of SBA 7(a) and 504 Loan Program compliance in preparation for regulatory reviews/examinations. Consulting services comprise assessment of performance, policies/procedures, management, reporting, eligibility, underwriting, processing, closing, servicing, internal controls, liquidations, potential harm, and loan review. Reviews follow the SBA’s PARRiS and SMART concepts. All services performed are completed after the loan closes thereby negating any potential conflict of interest and allows The Preston Group to be a true independent third party fulfilling the internal control requirement. Remember: “You Perform, We Perfect”® |
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Booths 16-20
Booth 16
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Prudent Lenders, LLC Chuck Evans President & CEO 600 Eagleview Boulevard Exton, PA 19341 800-613-8262 Cevans@prudentlenders.com www.prudentlenders.com |
| Prudent Lenders offers a unique platform to SBA’s CDCs to participate in the Community Advantage Program. Our model emphasizes efficiency and compliance through a unique partnership with two of the nation’s largest SBA Certified Development Companies. With Prudent Lenders we make sure your loans are processed, closed, and serviced to assure SBA compliance. You are leveraging the knowledge and familiarity with SBA programs of some of the best and most experienced industry professionals, Prudent Lenders is not like other SBA Lender Service Providers: it is one of the best outsourcing options for Community Advantage lenders today. |
Booth 17
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Company Name Main Contact Title Address 1 Address 2 City, State Zip Phone website |
| Company Description |
Booth 18
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Company Name Main Contact Title Address 1 Address 2 City, State Zip Phone website |
| Company Description |
Booth 19
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Mercantile Capital Corporation Shannon D. Marks President & COO 60 North Court Avenue Suite 300 Orlando, FL 32801 407-786-5040 shannon.marks@mercantilecc.com www.504experts.com |
| Mercantile Capital Corporation was founded in 2003 to do one thing: help small business owners achieve their dream of purchasing their owner-occupied commercial real estate. Mercantile believes the SBA 504 loan program is the best and smartest way to fund these projects. They’re so convinced that SBA 504 loans are the smart choice for most small business owners that they made the SBA 504 loan their specialty and work hard to provide the best service to their small business clients. Through 6/30/16 Mercantile has closed 641 loans worth over $1.84 billion in 40 of the 50 states (plus Puerto Rico and D.C.) and they’ve become an industry-leading construction administration specialist as well. Mercantile is a wholly-owned subsidiary of IBERIABANK and has the full resources of the bank at its disposal. |
Booth 20
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BMI Productivity Solutions Boyd Mortensen President 475 North 300 West Suite 5 Kaysville, UT 84037 801-546-7462 boydm@bmisw.com www.bmisw.com |
| As an industry leader in process enhancement, BMI focuses on speeding up processes, reducing redundant tasks, increasing visibility and ensuring compliance. With the help of BMI, organizations allocate more time for revenue-generating activities. BMI clients are able to handle an increased workload and distribute more funding to the communities they serve. |
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