Driven by Relationships, Led by Experience

Brian Holt is resilient. He’s completed two 50-mile marathons in the Sierra Nevada Mountains. He has spent 25 years in the banking and lending business, with experience with both SBA and commercial lending, enabling him to approach deals with a different perspective. Brian has also weathered the ups and downs of being a lifelong Boston sports fan. And, he is a Girl Dad who is up before dawn, as his wife is the morning meteorologist for the local TV station.

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Using his previous experience in the hospitality industry and as a business owner, Mitch Jones can strike up conversations and relate to just about anyone. Now, as a lender for the past seven years, he uses this skill to quickly understand borrowers needs and develop the personal connection to accomplish their goals. Mitch is a native of Kansas City, proud dad of four boys, and an avid Chiefs and Royals fan. His love of the Chiefs provided an assist with another love. He proposed on the 50-yard line at Arrowhead Stadium during a game! (Lucky for him, his wife is also a Chiefs’ fan and said yes.)

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As a business lender for over 25 years, Joel’s prior experiences, preparedness, and genuine, easy-going approach help him quickly gain rapport with his clients. United Midwest’s extensive SBA knowledge and experience coupled with the sense of team complemented Joel’s game plan, which isn’t surprising from a former college quarterback. Joel’s wife and two sons are also very active, and all are, of course, a football family.

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Daniel has had many roles in the SBA lending space—closer, underwriter and lender. This variety of experience provides him with a deep understanding of SBA lending, allowing him to genuinely dive in with a borrower and find ways to utilize the SBA program to suite their individual needs. Daniel primarily lends in the accounting and tax industry, but as a previous closer and underwriter, his background provides the knowledge to work with a variety of industries. As a North Carolina native, Daniel enjoys partaking in both the mountains and the coast of the state, plus as an East Carolina alumni, he bleeds purple and gold!

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Two things that her clients can count on when working with Dolores: her energy and knowledge of both business acquisitions and SBA/USDA lending. Dolores believes it’s vital to listen carefully to the clients’ needs and then structure the financing to fit those needs. Similar to her love of baking and cooking, she believes the right ingredients make the right business loan. 

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Though he considers himself a generalist when it comes to the different industries he works with, there is no mistaking the attention to detail that Lance provides to his clients and their business needs. Accessibility, communication and over 15 years of experience are essential to a being strong lending partner, but Lance adds being friendly and supportive as truly the keys to a successful business relationship.  A native Midwesterner now living in the Southwest, he loves the outdoors and it still a huge fan of all sports in his home state of Missouri. Ask him about playing football in Sweden!

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When it comes to providing ideal lending solutions to medical practitioners, Spencer’s depth of knowledge—from over 22 years’ banking experience—is second to none. His passionate focus on the medical industry, specifically dental, and the bank’s specialized lender programs for these industries, are what put United Midwest in a unique position to effectively handle the medical professional’s lending needs.

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As a long-distance runner, William knows it takes stamina, dedication, and perseverance to finish that last mile. For the past 17 years, he has applied this same work ethic as a lender helping clients obtain SBA financing for their business or commercial real estate purchase. William specializes in real estate and capital expenditure acquisitions for import/export trade businesses. Additionally, his advocacy efforts for small businesses and other lending, particularly within AAPI groups, shows his commitment to helping all individuals and business owners find financing they need and enjoy continued success.

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