Brett Stacey
SBA 7a & 504 Lending | Loan Underwriting | Business Development
- Role
- Vice President Sba Lending at Wells Fargo
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Brett Stacey
SBA Lending Expert, Director SBA and USDA lending Department, Vice President, Business Development Officer, experienced Investment Banker and experienced Sales Manager, accredited valuation analyst (AVA), accredited financial analyst, certified mergers and acquisitions professional (CMAP), completed exams with FINRA securities (Series 7, 63 and 79). I work with business owners to help finance commercial real estate and business acquisitions.
Experience
Vice President Sba Lending
Sep 2025 — Present · Dallas-Fort Worth, TX, US
Specializing in government-guaranteed and commercial lending programs, serving the Dallas–Fort Worth Metroplex. I oversee the complete packaging and initial underwriting processes. Continuously expanding my external network and centers of influence, I guide the lending process for various financing needs, including business acquisition loans, commercial real estate purchases, construction, leasehold improvements, and working capital. Acting as the deal lead, I coordinate all lending departments—credit, escrow, legal, and closing—and bring experience with Moody’s Financial Analyst, Salesforce, nCino, and the Microsoft Office suite.
Education
Golden Gate University
Masters Degree, Accounting
2004 — 2008
University of the Pacific - Eberhardt School of Business
Bachelors Degree, Finance
1999 — 2003
Skills
- Series 63
- Finance
- Commercial Lending
- Portfolio Management
- Mergers
- Loans
- Series 7
- Finra
- Banking
- Mutual Funds
- Risk Management
- Valuation
- Equities
- Mortgage Lending
- Financial Risk
- Mergers & Acquisitions
- Credit Risk
- Wealth Management
- Credit Analysis
- Financial Services
- Series 79
- Investments
- Financial Analysis
- Strategic Financial Planning
- Credit
- Financial Modeling
- Corporate Finance
- Underwriting
- Venture Capital
- Securities
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