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| Our Team: With more than 150 years of combined commercial lending experience, we have the experience and the market savvy to handle every aspect of the business lending process. Our Focus: Your individual needs. Our Services: A wide range of tailored solutions to help our clients achieve profitable results! |
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JOANNA BRUNO
Joanna R. Bruno is founder and president of J.R. Bruno & Associates. A long-time advocate of the small business movement, she leads an
experienced JRB Team in delivering results-oriented services including staff training, technical assistance, underwriting, loan reviews
and packaging, business development and marketing assistance, and hands-on day-to-day guidance. Joanna Bruno is a frequent speaker at
industry conferences.
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BRAD CROSLEY
Brad Crosley is a Senior Associate with J.R. Bruno & Associates. With more than 30 years of commercial lending experience and expertise
in virtually every aspect of commercial lending, he's responsible for clients' SBA staff training, loan application packaging and processing,
lender preparation for PLP audits, quality control for internal auditing, third-party policies and procedures reviews, and workflow analysis.
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TOM ROSA
Tom Rosa brings more than 40 years of financial services and commercial lending experience to J.R. Bruno & Associates. He has served as president
and chief executive officer and executive vice president-senior lending officer at several financial institutions and has held leadership positions
with overall responsibility for lending operations, sales team building, and business development. At J.R. Bruno, he provides services including
sales culture development and staff training, policy and procedure assessment, and portfolio management – all with an eye to achieving business
lending growth goals and organizational objectives.
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REBECCA MENDOZA
Rebecca Mendoza has nearly 15 years of commercial and SBA lending experience. With expertise in SBA and construction lending, she has
administered the growth of SBA departments at several community banks, and has served as a loan processor, packager, funder and servicer.
She is skilled at portfolio management, loan documentation, processing and packaging, loan closing and funding, SBA staff training,
procedure development, workouts and liquidations, and overall loan operations – and she knows what it takes to start up a
nd maintain a successful business loan portfolio.
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LINDA OFFICER
Linda Officer is J.R. Bruno's executive administrator. With more than 25 years of administrative experience, she delivers vital services to
lenders and the JRB Team. She provides lenders with systems expertise, database management, direct mail programs, website management and
general computer support. For the JRB Team, she handles database management, email programs, website management, conference
coordination, PowerPoint presentation design, and many other assignments.
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JAY HINTON
Jay Hinton has worked with small businesses and entrepreneurs for more than seven years. An entrepreneurial consultant, originally in the
Equities markets, Jay brings marketing expertise and analytics solutions to J.R. Bruno & Associates. He is also a partner in
eDocs-Express, a JRB alliance company offering commercial loan documentation on an outsource basis.
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ALICIA MOSELLE
Alicia Moselle has 12 years of small business lending experience with expertise in SBA finance. She has held various positions with community
banks, including loan processor, business development officer and lending officer. At J.R. Bruno, she assists clients with loan structuring,
underwriting, processing and documentation. She especially enjoys loan reviews and auditing files to help maintain the integrity of loan
portfolios.
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RYAN COUGHLIN
Ryan Coughlin has more than five years of experience in commercial banking with specialties in SBA (7a and 504 Loans) and commercial real
estate lending. He also writes financial articles and a variety of training modules.
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TOOT UCHIDA
Toot Uchida is a Registered Investment Advisor and principal with NPB Financial Group, LLC. He is a seasoned veteran in the investment and
financial planning industry, providing investment and retirement planning since 1961. As Senior Vice President of American Securities
Corporation and American Funding Corporation he oversaw a nationwide sales force of more than 650 representatives.
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