SBA lending solutions

without hiring staff or incurring capital expenditures

The Company

With more than 150 years of cumulative in-house SBA 7(a) experience, cutting edge systems and rigid controls, the team at Windsor Advantage is uniquely qualified to support its institutional clients to develop and execute a thoughtful and comprehensive SBA lending program.

Windsor Advantage is an Independent, owner-managed firm with more than 27 professionals and growing.

Directors

Shawn T. Andrews
Managing Director


As Managing Director, Shawn is responsible for the overall strategy and management of Windsor. He has more than 15 years of financial services experience. Prior to founding Windsor in 2010, Shawn was Managing Director and equity partner of a $600 million debt fund with a focus on SBA lending and asset-based lending. While at the fund, he led the acquisition of one of the 14 SBA Small Business Lending Company (SBLC) licenses.

Shawn began his career as a financial institutions auditor at Arthur Andersen. He is a certified public accountant.

Leonard L. Ray
Director of Servicing

As Director of Servicing, Leonard manages the servicing of more than $1.0 Billion in SBA and USDA loans.

Prior to joining Windsor, Leonard spent more than a decade working with a diverse mix of companies on financial and strategic projects as both a manager and consultant.

Julie A. Buckert
Vice President, Accounting

Julie brings more than a decade of accounting, compliance, audit and financial reporting experience to the firm. She has worked in public and private companies. She previously served as Director of Accounting at Brunswick Corporation and as a senior auditor in a national public accounting firm. Julie is a certified public accountant.

William McClain
Director, Credit & Structure

Will manages Windsor’s credit and structure department. This includes interfacing with lenders and other referral sources to ensure eligibility and the most efficient structure for each transaction. Will has helped fund over $600 million in SBA loans. Prior to joining Windsor, Will was an analyst at Bank of America Merrill Lynch.

Michael Breckheimer
Director, Risk Management

Mike is responsible for Windsor’s overall risk management process, with a focus on documentation and compliance. Prior to Windsor, Mike was a senior management consultant in the KPMG financial institutions group. He has extensive experience working with diversified financial firms to implement efficiencies and risk management strategies. He began his career with PNC Capital Markets.

Jeff Nogle
Vice President, Packaging & Closing

Jeff manages Windsor’s packaging and closing department. He leads a team of 5 processors and has closed and funded more than $150 million in SBA 7(a) loans. Prior to joining Windsor, Jeff was an associate at Charles River Associates where he gained extensive experience in business valuation and complex litigation.

Regional Marketing Managers

Windsor believes in the importance of a local presence to support to our Lenders.
Regional managers have extensive experience with all aspects of the 7(a) program:

Mike Pierce
SVP–Midwest Marketing Manager

More than 35 years of experience in banking and finance in the Chicagoland market. Extensive asset based lending experience in conjunction with the SBA 7(a) product.

Steve Stultz
SVP–West Coast Marketing Manager

More than 40 years of experience in banking and finance in the Southern California market with more than $700 million in funded SBA 7(a) loans over the past decade. Prior chairman of the board for the National Association of Government Guaranteed Lenders (NAGGL). Board of Directors for CDC Small Business Finance Corp.

Jim Ely
SVP–West Coast Regional Manager

More than 30 years of experience in banking and finance in the Southern California market with more than $700 million in funded SBA 7(a) loans over the past decade.


Company News

USDA Loans Differentiate Lenders in an Increasingly Competitive Market

Published on April 18th, 2017 by Windsor Advantage, LLC

Competition for quality small business borrowers is only getting fiercer.  Projects and industries that were formerly “off limits” are now pillars of some bank’s lending strategies (think hotel lending).  Businesses are demanding terms that even a few years ago were unfathomable.  Finding a unique value proposition is imperative to compete for strong borrowers in this […]

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Windsor Advantage Loan Servicing Portfolio Surpasses $1 Billion

Published on March 1st, 2017 by Windsor Advantage, LLC

Community Bank Clients Fund more than $500 Million in SBA and USDA Loans in 2016 CHICAGO, March 1, 2017 — Windsor Advantage, LLC, a leading provider of commercial loan servicing to banks and credit unions, assisted a record number of small businesses in 2016. Windsor clients funded more than $510 million in Small Business Administration […]

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