It’s time for another NADCO Annual Meeting and, as always, I’m looking forward to it. The meeting is a wonderful opportunity to catch up with old friends and colleagues, meet new ones, and swap stories about our loan programs. And of course, it’s the place to learn the latest trends in our industry and hot-off the presses information on the regulatory, congressional and policy issues facing our CDC industry.

This will be my second NADCO Annual Meeting following my joining J.R. Bruno & Associates, a leading nationwide consulting firm that has served the business lending community since 1994. Over this past year, I’ve connected and reconnected with some great 504 lenders – and have enjoyed answering questions and sharing my thoughts in JRB’s eBulletins. It’ll be great reconnecting in person at NADCO.

So what can JRB do for your CDC?

  • Loan Underwriting done right. Whether your loan is a 504, Community Advantage, a 7(a) package or a conventional loan, we can provide you a fully underwritten loan that passes SBA’s muster and that of Federal Regulators.
  • Customized staff training. If your staff is still confused about the technical rules for Affiliates, Associates, 504 Debt Refi, or just needs a refresher on basic underwriting and financial analysis, JRB can develop a program to fit your staff’s needs.
  • Annual loan reviews. These are critical to your CDCs performance, and its relationship with OCRM.
  • Servicing and Liquidation. Many lenders have found that contracting with JRB for these tasks allow CDC staff to focus on what they do best: Make loans for business expansion.

JRB’s booth is #703. Hope you can stop by and chat for a bit. I look forward to discussing how I can help your CDC grow in expertise and volume.

See you in Fort Lauderdale!

Richard Jeffrey
Associate, CDC/504 Programs
richard@jrbrunoassoc.com