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Tom Pretty Challenged TD Bank to Become the #1 SBA Lender in their Market. (Here’s how they did it.) | Ep. 128

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Manage episode 389402078 series 2772787
Content provided by Ray Drew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Drew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this weeks episode Ray sits down with Tom Pretty, Head of SBA Lending at TD.

From heading up the SBA division at the top bank on the East Coast, to his background as a BDO himself- Tom has great insight to give our listeners when it comes to management and leadership, balancing the peaks and valleys of managing a department, setting yourself up to win, and achieving success at scale in the small loan arena.

Tune in now to hear his top tips for leveling up as a BDO, and be sure to sign up for Ray's weekly sales tip email series, Sales Ammo, on our website today!

--------------------------------------------------------------------------------- This episode is sponsored in part by: Lumos Data Lumos empowers your small business lending growth with cutting-edge analytics and streamlined applications that optimize your performance. If you're ready to take your small business lending to the next level with cutting edge analytics and AI visit lumosdata.com or lumosdata.com/contact-us Able Able is an a AI-powered deal acceleration platform that streamlines the most hated process in SBA lending: document collection and management. You can learn more about Able and schedule a demo by going to www.able.ai

  continue reading

152 episodes

Artwork
iconShare
 
Manage episode 389402078 series 2772787
Content provided by Ray Drew. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Drew or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this weeks episode Ray sits down with Tom Pretty, Head of SBA Lending at TD.

From heading up the SBA division at the top bank on the East Coast, to his background as a BDO himself- Tom has great insight to give our listeners when it comes to management and leadership, balancing the peaks and valleys of managing a department, setting yourself up to win, and achieving success at scale in the small loan arena.

Tune in now to hear his top tips for leveling up as a BDO, and be sure to sign up for Ray's weekly sales tip email series, Sales Ammo, on our website today!

--------------------------------------------------------------------------------- This episode is sponsored in part by: Lumos Data Lumos empowers your small business lending growth with cutting-edge analytics and streamlined applications that optimize your performance. If you're ready to take your small business lending to the next level with cutting edge analytics and AI visit lumosdata.com or lumosdata.com/contact-us Able Able is an a AI-powered deal acceleration platform that streamlines the most hated process in SBA lending: document collection and management. You can learn more about Able and schedule a demo by going to www.able.ai

  continue reading

152 episodes

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