Telling their stories from a variety of perspectives, we will be joined by representatives of a financial institution, a small business support organization, and a small business owner. Our panelists will talk about what small business owners can do to ensure a smooth journey and be successful in their search for the best-fit lender and loan financing. They will share their ideas on how small business lending can promote equitable recovery from the pandemic.
Participants will learn key tips on borrower preparation, receive an overview of some of the materials and documents needed, and receive a list of small business lenders in the District.
Hope to see you there!
Kelly Klein is a loan officer at CDC Small Business Financeproviding financing to small businesses throughout California, Arizona, Nevada, Detroit, MI, and the Washington DC Metro area.
Kelly has a proven record of excellence in customer service and relationship building. She is committed to helping small businesses find the financing that is just right for their needs. Kelly is a great asset in helping to facilitate the loan process as quickly and efficiently as possible.
Daniel was born in Takoma Park, MD, and graduated from the University of Maryland, College Park with a BA in Spanish Language, Literatures, and Cultures. At LEDC, Daniel has worked in both the Small Business Development and Small Business Lending Programs. In his current role as Loan Operations Manager, his responsibilities include supervising loan officers, implementing underwriting policies, developing new loan products, and more.
Olivia serves as the Director of Monitoring for the Hilltop Microfinance Initiative, a 501(c)(3) nonprofit organization aimed at promoting financial independence and stimulating economic growth in the DC area. HMFI offers a committed partnership that helps small business owners excluded from the commercial lending system grow their businesses by providing affordable access to capital. Olivia directly oversees clients’ loan applications, walking business owners through the holistic underwriting process and helping them find impactful solutions to their business needs.
Project and Capital Access Manager, DSLBD
Small business Advisor, WACIF
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