Carolinas and Tennessee
What is your niche or expertise?
SBA 7(a) Lending, Business Acquisitions, Business Expansions
After working for over 15 years closing high volume commercial and residential real estate transactions as a paralegal, Julie set out to utilize her loan closing, title research and business formation skills to make the transition into banking. Julie began as a Commercial Banking Associate and quickly managed one of the largest commercial portfolios in the bank. She transitioned from commercial lending to SBA, gaining great insight and experience with the documentation and processing of the SBA loans. Her knowledge of SBA lending guidelines and procedures continues to grow, and Julie says “Now I am doing exactly what I love to do, working closely with SBA customers, allowing me the opportunity and privilege to make a positive impact in their lives and business!”.
Certifications and Education
National Association of Government Guaranteed Lenders Certificate Received in Closing and Funding SBA Loans
Certified Coleman SBA 7 (a) Loan Closer
Certified Coleman SBA 7 (a) Loan Underwriter
Mount Olive College, Associate Studies
Mount Olive College, Bachelor Studies
Skills, Accomplishments, and Awards
Obtained Omega Business Lending Fundamentals Certification in 2018 which strengthened my skills in conducting beneficial conversations with business owners about their business borrowing needs, assessing the business’s industry position, management, and strategies for growth.
Personal Interests and Community Involvement
When not enjoying time with her three amazing children or church fellowship, Julie seeks out volunteer opportunities with organizations that are passionate about helping to support the day-to-day living and housing for our Senior Citizen Community.
“We don’t grow when things are easy, we grow when we face challenges” – Joyce Meyer