WHAT THEY’RE SAYING …

“I just have to say I thoroughly enjoy reading your eBulletins! Many of us work in our own CDC bubble, so it’s very helpful to see situations we thought were one-offs from a broader perspective. There is so much great information delivered in such a small package. So thank you; thank you for taking the time to create these articles, and thank you for making them fun and impactful!”

Johnna Jablonski, Loan Specialist, Big Sky Finance

Alex and Sandy, thanks so much again for your work here. We really enjoyed working with you, and this report helps confirm some of the things we’re doing well, and consistently. More importantly, it helps us to refine the areas where we can be doing better. We take it all into account, and really appreciate your review and guidance here. Thanks again!

Joe Distefano, President, REDCO

Richard, you’re my hero! I’m beyond happy that we contracted with Richard and J.R. Bruno. I am so impressed. Thanks so much for helping RMI. I am over the moon excited about this and I just had to share!

Mindy Murray, Senior Loan Officer, RMI Business Service

“I saved your email with the eBulletin on EPC. I get asked at least two or three times a month regarding EPC: Is this eligible?  I love this explanation and quote it often. Thank you.”

Roxann M. Burns, SVP, SME Credit, Group Manager Verticals & Specialties, Bank of the West - BNP Paribas
“We worked with J.R. Bruno’s Richard Jeffery to conduct independent on-site loan review of our SBA portfolio. Richard was thorough and knowledgeable, communicating clearly with our lending team throughout the process. Importantly, we benefited from Richard’s experience, expertise and guidance. In addition to our satisfaction with Richard and J.R. Bruno, we learned a great deal from this review!”
Thomas Altieri, Senior Vice President, SBA Lending Manager, MidFirst Bank
“I really can’t thank you all enough. I wouldn’t be able to do any of this without the help of your entire team. Richard works with me to make sure I am following the rules and my underwriting is up to par. Lori, you have been super awesome training us on submission and loan authorizations. You guys are amazing! Thank You! Thank You! Thank You!.”
Phylicia Coleman Moye, CPA Vice President, 504 Lending, Pathway Lending
“After reviewing other options, we liked the way J.R. Bruno & Associates offered us the ability to have their team train us and help set up our member business lending program, and then to use their services as long as we need them.”
Jennifer Denoo, President, Great Basin Federal Credit Union

“Rebecca Mendoza and Lori McCausland did an excellent job! They were professional, knowledgeable, efficient, helpful, and fun; and they made the process a breeze. It was also great to have them on-site so we could bounce scenarios off them and learn some industry ‘best practices.’ Again, they did an awesome job and I would gladly recommend JRB to any of my peers.”

Karen S. Bricken, First Vice President, Director of SBA Administration, Valley Bank
“As always, your messages are very helpful, practical and applicable. You guys do a great job. Thanks for what you do and for your continued efforts to help our industry.”
Scott Schake, Sr. Vice President, CMDC Business Financing

WHO

WE

ARE

JRB: Producing bottom line results. Our Team can do just that for you! We’re SBA experts and a nationwide Lender Service Provider. Our successful clients are living proof. We know what we’re doing. We’ve been at it since 1994. FIND OUT MORE

WHAT

WE

DO

JRB: The SBA Lenders Solution. SBA lending is our specialty. Looking to expand your program? Just getting off the ground? Our services span the range of SBA lending with a focus on
7(a) and 504 loan programs.  FIND OUT MORE

WHO

WE

SERVE

JRB: The Choice. So why have hundreds of SBA lenders across the country chosen J.R. Bruno? Because we’ve set them on the path to profitable SBA lending – and helped them stay there.

CHECK THEM OUT

WHAT THEY’RE SAYING …

“We worked with J.R. Bruno’s Richard Jeffery to conduct independent on-site loan review of our SBA portfolio. Richard was thorough and knowledgeable, communicating clearly with our lending team throughout the process. Importantly, we benefited from Richard’s experience, expertise and guidance. In addition to our satisfaction with Richard and J.R. Bruno, we learned a great deal from this review!”
Thomas Altieri, Senior Vice President, SBA Lending Manager, MidFirst Bank
“I really can’t thank you all enough. I wouldn’t be able to do any of this without the help of your entire team. Richard works with me to make sure I am following the rules and my underwriting is up to par. Lori, you have been super awesome training us on submission and loan authorizations. You guys are amazing! Thank You! Thank You! Thank You!.”
Phylicia Coleman Moye, CPA Vice President, 504 Lending, Pathway Lending
“After reviewing other options, we liked the way J.R. Bruno & Associates offered us the ability to have their team train us and help set up our member business lending program, and then to use their services as long as we need them.”
Jennifer Denoo, President, Great Basin Federal Credit Union

“Rebecca Mendoza and Lori McCausland did an excellent job! They were professional, knowledgeable, efficient, helpful, and fun; and they made the process a breeze. It was also great to have them on-site so we could bounce scenarios off them and learn some industry ‘best practices.’ Again, they did an awesome job and I would gladly recommend JRB to any of my peers.”

Karen S. Bricken, First Vice President, Director of SBA Administration, Valley Bank
“As always, your messages are very helpful, practical and applicable. You guys do a great job. Thanks for what you do and for your continued efforts to help our industry.”
Scott Schake, Sr. Vice President, CMDC Business Financing

WHO WE ARE

JRB: Producing bottom line results. Our Team can do just that for you! We’re SBA experts and a nationwide Lender Service Provider. Our successful clients are living proof. We know what we’re doing. We’ve been at it since 1994. FIND OUT MORE

WHAT WE DO

JRB: The SBA Lenders Solution. SBA lending is our specialty. Looking to expand your program? Just getting off the ground? Our services span the range of SBA lending with a focus on
7(a) and 504 loan programs.  FIND OUT MORE

WHO WE SERVE

JRB: The Choice. So why have hundreds of SBA lenders across the country chosen J.R. Bruno? Because we’ve set them on the path to profitable SBA lending – and helped them stay there.

CHECK THEM OUT

MEET OUR CORE TEAM

Joanna Bruno
Founder

Meet Joanna

Alex Liberchuk
Principal

Meet Alex

Brad Crosley
Senior Associate

Meet Brad

Richard Jeffrey
Senior Associate CDC/504 Programs

Meet Richard

Sanford (Sandy) Mortan
Senior Associate
504 Servicing

Meet Sandy
Sabine Wolff-Auhorn

Sabine Wolff-Auhorn
Servicing Manager
Administrator

Meet Sabine

Give a man a fish and you feed him for a day. Teach him how to fish and you feed him for a lifetime.”

At JRB, it’s our consistent focus to treat every client as our only client. We tailor programs to meet each client’s needs and give them the day-to-day hands-on guidance they expect from their dedicated, personal consultants. That commitment sets us apart. Acting as an extension of a lender’s staff, we prepare them to handle and administer successful SBA and business lending programs. We’re there for our clients as long as they need us. We continue to live up to our founding notion that we aren’t here to give clients a fish. We’re here to teach them how to fish!
— Your JRB Team

. . .

How We Connect

Here. There. Everywhere. At JRB we connect in many ways. Check out our latest connections! 

JRB 504 Lending Webinar Series
Podcasts: 1502 Reporting for PPP Loans
Conferences

GOT QUESTIONS?

Looking to discuss your SBA and business lending program?

Let’s Talk.

Contact JRB

JRB eBulletins

Sign up for our take on the latest SOP changes, SBA news, industry news, best practices – and more! And spread the word to your colleagues!!

How We Connect

Here. There. Everywhere. At JRB we connect in many ways. Check out our latest connections! 

JRB 504 Lending Webinar Series
Podcasts: 1502 Reporting for PPP Loans
Conferences

GOT QUESTIONS?

Looking to discuss your SBA and business lending program?

Let’s Talk.

Contact JRB

JRB eBulletins

Sign up for our take on the latest SOP changes, SBA news, industry news, best practices – and more! And spread the word to your colleagues!!