Jason Wells

Nationwide SBA Lender | Empowering Your Entrepreneurial Journey with Streamlined Financing | Leading Capital Access Strategies for Business Growth

Role
Vice President, Sba Business Development Officer at TD
Location
Jacksonville, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Wells

I am a passionate advocate for business development and discovering strategies to help small business owners & entrepreneurs secure access to capital they need. Providing SBA (Small Business Administration) Lending Programs for Working Capital, Business Acquisition, Refinancing Business Debt, Equipment Financing, and the Purchase, Construction, Refinance or Renovation of Commercial Real Estate. SBA loans are a vital pathway to providing my clients with lower down payments and longer repayment terms than conventional bank loans, enabling businesses to keep their cash flow for operational expenses and spend less on debt repayment. Connect & partner with me to leverage the benefits of SBA for you or your client relationship today!

Experience

  1. Vice President, Sba Business Development Officer

    TD

    Oct 2022 — Present · Jacksonville, FL, US

    Sourcing SBA 7(a) and 504 loan opportunities across North Florida and Georgia through various channels including targeted outreach, referral networks, and community engagement.•Building and maintaining strong relationships with small business owners, referral partners (brokers, M&A advisors, CPAs, attorneys, Certified Financial Planners) and other bank colleagues to drive loan pipeline.•Analyzing financial statements and borrower profiles to assess creditworthiness, structure loan proposals, and ensure alignment with SBA eligibility and underwriting guidelines.•Partnering with internal credit staff to ensure compliant, efficient processing and timely loan execution.•Providing consultative financial guidance to borrowers, serving as a trusted advisor throughout the lending process.

Education

  • Washington & Jefferson College

    Bachelor of Arts, Accounting

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