Jeffery Katz

National SBA Lender helping owners finance the acquisition / growth of their business with 7a, 504, and USDA Loans at Live Oak Bank.

Role: Senior Loan Officer at Live Oak Bank
Location: Winter Park, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Loan Officer
Live Oak Bank
Jun 2024 — Present · Jacksonville, FL, US
Live Oak Bank Specializes in business acquisition financing across the nation and in most industries, utilizing the Small Business Administration (SBA) program. If you have a project that exceeds the SBA 7(a)$5 million limit, our combination financing program is a creative solution. We pair an SBA 7(a) loan ($5 million) with a conventional loan up to $4 million, and a line of credit when appropriate.Please contact me today at j••••••••@liveoak.bank or (90••••••37.

Education

Loyola University Chicago
Business
1996 — 2000

Contact information

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Work email
•••••@liveoak.bank
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

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Current company

Live Oak Bank

Banking · 1.1K employees · Founded 2008 · Wilmington, North Carolina, United States

Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for the fortune or the fame. They’re in it to make a difference, just like we are. As one of the last banks to get a charter before the start of the Great Recession, Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We put a groundbreaking spin on what banking could be, focused on service and technology to redefine banking. Live Oak is a digital, cloud-based bank serving small business owners in all 50 states. We are America's Premier SBA Lender and our mission is to be America’s small business bank. We aim to fulfill that mission through banking products that help business owners buy, build and expand, along with FDIC-insured checking, high-yield savings and CD accounts to grow their hard-earned money. Our family of companies under the holding and parent company Live Oak Bancshares (NYSE: LOB), and our subsidiaries, partner with businesses who share a groundbreaking focus on service and technology to redefine banking. Our mantra is to treat every customer like the only customer and our mission is to be America’s small business bank.

liveoak.bank

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Experience

Senior Loan Officer

Education

Loyola University Chicago

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