Thank you for tuning in to another episode of the Art of SBA Lending. In this episode, Ray Drew sits down with Shelise Evans, an experienced SBA closer, about her background and approach to closing loans.

Shelise shares how she got started in the SBA industry and why she fell in love with the role of a closer. She emphasizes the importance of speed and communication in the closing process and shares her tips for ensuring a smooth closing. Shelise also discusses the challenges she faces on closing days and how she manages them. Overall, she highlights the importance of building trust with borrowers and delivering an exceptional closing experience.

Key Takeaways:

• Speed is crucial in the closing process, and getting borrowers to send the necessary documents early can help expedite the process.
• Building rapport with borrowers and establishing clear expectations for the closing date are key to a successful closing.
• Tenacity and a love for the job are essential qualities for a successful closer.
• Effective communication and attention to detail are crucial in managing the closing process and ensuring a smooth closing.

 

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This episode of The Art of SBA Lending is brought to you by:

Baker Lewis | Baker Lewis is the SBA lending industry’s premier executive search and personnel consulting firm.

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Lewis Kappes | Lewis Kappes is a premier law firm providing legal counsel to banks and non-bank lenders closing SBA transactions nationwide.

With a team of focused SBA professionals, Lewis Kappes empowers lenders to maximize volume and safeguard their SBA guarantee through systematic and comprehensive legal management of commercial loans.

If you're interested in learning more about the Lewis Kappes SBA Department, contact Scott Oliver at [email protected].