Coleman Report, Phoenix Lender Services/Community Bank & Trust Announce SBA BDO Winners

January 27, 2025

Bob Coleman
Founder & Publisher

Coleman Report, Phoenix Lender Services/Community Bank & Trust Announce SBA BDO Winners

Jared Johnson

Jared Johnson

Vice President, Senior Business Development Officer

First Internet Bank

Jason Ward of TruView Business Advisors says

“Jared Johnson is a deserving nominee for the Coleman Publishing SBA BDO of the Year Award due to his exceptional contributions to SBA lending, his commitment to borrower education, and his ability to drive meaningful impact for small business owners and entrepreneurs.

“In 2023, Jared closed an impressive $105,000,000 in SBA 7(a) loans, demonstrating unparalleled expertise and dedication to structuring deals that enable business success. His closings for 2024 exceed $115,000,000, reflecting his consistent excellence and leadership in the SBA lending field.

“Beyond the numbers, Jared stands out for his innovative efforts to educate and empower borrowers. Through a podcast series, he has created a platform to demystify the SBA loan process, helping buyers, sellers, and entrepreneurs gain valuable insights. Additionally, his YouTube video catalog provides step-by-step guidance for borrowers navigating the complexities of SBA lending, improving accessibility and enhancing the overall borrower experience.

“Jared’s dedication extends beyond transaction volume. His efforts have directly enabled entrepreneurs to purchase businesses, secure jobs, and contribute to their local economies. His passion, innovation, and impact make him not only a top-performing BDO but also an invaluable resource and advocate for small business owners.”

Geoff McGivern

Geoff McGivern

Senior Vice President, Business Development Officer

TMC Financing

Kurt Chambliss, Executive Vice President writes,

“Geoff McGivern, an exemplary Business Development Officer, has significantly impacted small business lending in Arizona since joining TMC Financing in January 2021. His performance in Fiscal Year 2024 has been unparalleled, leading the TMC team in Arizona to its third consecutive year as the state’s #1 SBA 504 lender. In FY24 alone, Geoff authorized 81 SBA 504 loans totaling $96.6 million and funded 61 loans worth $71.8 million, surpassing his peers both at TMC and across the state.

“Geoff’s approach combines technical expertise with genuine care for his clients, as evidenced by glowing feedback from SBA 504 borrowers. His clients consistently praise his professionalism, responsiveness, and willingness to go above and beyond to ensure their success. Testimonials often express sentiments such as, “The people care, and to me, nothing is more important,” and, “The service from start to finish was excellent.”

“Furthermore, Geoff embodies the core mission of TMC Financing: empowering small business owners to achieve their dreams through impactful financing solutions. His leadership has been instrumental in supporting 131 Arizona small businesses in FY24, generating over $406 million in total project financing. Geoff’s ability to deliver results while cultivating trust among lenders and brokers has established him as a leader in SBA lending.”

Ben Woodward

Ben Woodward

Vice President, Senior SBA Business Development Officer

First Internet Bank

First Internet Bank’s National Sales Manager Mark Gibson writes,

“Ben Woodward checks off all the attributes required to be labeled “BDO of the Year.”

“Beyond his impressive quantity of production ($50MM in 7a production in 2024), Ben consistently demonstrates outstanding customer service and borrower experience. He exhibits innovative thinking about how to better serve borrowers, sources, and management.

“Ben’s contributions and positive impact on his employer are only exceeded by his dedication to the industry and the small business community he serves.

“A notable example of this commitment is his annual involvement with MBBI, both as a primary sponsor and as a subject speaker whenever the occasion arises. Ben’s commitment to excellence, positive attitude, and ability to drive results internally and externally make him a true asset to the industry for BDO of the Year.”

Mary Soldano

Mary Soldano

SBA Business Development Officer

Truliant Federal Credit Union

Ray Drew, SBA Managing Director at Truliant, writes about Mary,

“Mary is a high producing BDO doing things the right way. She strikes the perfect balance between advocating for her borrowers, and dealing with her internal counterparts. She has the best write ups, knows her deals, and as a result of her approach, all of the underwriters and closers love working with her. As her manager, she makes my job easy.

Mary came to Truliant in May. She is one of 9 BDOs – the only female in the lineup. As we sit here in December she is #1 on the leaderboard with $24mm worth of SBA 7(a) loans closed since May, and to top it all off, Mary gave birth to her 3rd child at the end of June. She is an inspiration not only to young females in SBA lending but to BDOs everywhere.”

Cam Nayebi

Cam Nayebi

Business Development Associate

Harvest Small Business Finance

As a 23 year old who entered the industry in November of 2023, Cam has been able to learn sales, learn SBA, and learn how to change the lives of business owners.

This role has changed Cam’s life over the past 12 months, and helped him and Harvest change the lives of many others along the way. Doing between $15-$20M on 15-20 Units by the end of the first year will be where Cam ends up, production-wise.

Cam says, “At Harvest we primarily focus on CRE – Identifying the niche of OOCRE that we specialize in was the first step in the right direction, however being able to manage clients, adapt to challenges, and deal with the highs and lows of the business has been the best lesson I have taken away from this space.”

Jesse Roderick

Jesse Roderick

Sr. Vice President – Business Development Officer

Harvest

Kurt Chambliss, Executive Vice President, Business Development, TMC Financing writes in his nominating statement for Jesse;

“Jesse Roderick is an exceptional partner in SBA 504 lending and an invaluable resource for TMC Financing. His knowledge of commercial real estate financing and his dedication to providing the best possible outcomes for borrowers have been critical to our shared success. Over the years, Jesse has consistently delivered results, facilitated seamless transactions, and built trust with both borrowers and partners. Harvest’s ability to help small businesses achieve their dreams, coupled with Jesse’s expertise and professionalism, makes them deserving of this recognition. It’s always a pleasure to collaborate with Jesse and his team.”

“In Fiscal Year 2024, Harvest collaborated with TMC Financing to facilitate nearly $14 million in SBA 504 transactions company-wide, making a significant impact on the small business community. A key contributor to this success is Jesse Roderick, Senior Vice President of SBA/Commercial Real Estate Finance at Harvest . Jesse has been actively involved in TMC’s SBA 504 deals for years, bringing unparalleled expertise and personalized service to every transaction.

In FY24, Jesse directly facilitated or was involved in five SBA projects, delivering $3.7 million in SBA financing. His ability to guide borrowers through complex processes with clarity and confidence ensures a smooth and successful financing experience. Jesse’s dedication to client success and his partnership with TMC have been instrumental in helping small businesses achieve stability and growth.

Dean Aloe

Dean Aloe

Senior Vice President, Business Development Officer

TMC Financing

“Dean Aloe has proven himself as an exceptional SBA Business Officer, consistently delivering results that drive economic growth and empower small businesses. In Fiscal Year 2024, Dean authorized 56 SBA 504 loans totaling $95.4 million, solidifying his position as a top producer at TMC Financing and one of the nation’s leading advocates for small business financing. His commitment to clients and passion for helping businesses thrive make him an ideal candidate for this award.

Kurt Chambliss, Executive Vice President, Business Development, TMC Financing, continuess, “Dean Aloe is a cornerstone of TMC Financing’s success in Southern California. His ability to connect with clients, deliver tailored financing solutions, and foster trust among lending partners is unmatched. Dean’s stellar performance in FY24 underscores his dedication to helping small businesses succeed, and his compassion and professionalism set him apart in the SBA 504 lending community. He’s an invaluable member of our team and a shining example of what it means to truly support entrepreneurs.””