Taber J. Small Email and Phone Number
Taber J. Small work email
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Taber J. Small personal email
I am the Regional Sales Lead Consultant for OppZo which offers affordable working capital loans specifically to small and medium-sized government contractors. I head up our sales and relationships management department along with assisting in the underwriting and credit decision process. Feel free to contact me at taber@oppzo.com. I am a SVP Commercial Lender with 22 years of commercial banking experience at BOA, Wells Fargo, PNC and JP Morgan exceling in establishing and building relationships with ideal customers. Known as a strategic and passionate leader with broad-based knowledge in retail banking, commercial, community development banking and real estate policies with a proven expertise as a business advocate. Proven ability to combine exceptional organizational, relational and communication skills with strong business acumen and leadership qualities to enhance commercial banking relationships and position companies for success. I am also President & CEO/Owner of T&J Ventures Inc DBA First Team Logistics LLC. Logistics, supply chain and transportation company that operates contracts with FedEx ground, Amazon flex and Dolly inc. Business acquisition in 2022 was completed with the purchase of Dhillon Inc for FedEx ground contract for P&D services of residential and businesses in Parkville area.Cell: (443) 571-4223tsmall@tandjventuresinc.com
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Senior Managing Partner And FounderProminent Strategic CapitalBaltimore, Md, Us
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Regional Sales Lead ConsultantOppzo Jun 2024 - PresentMiami, Fl, Usl lead the sales and relationship management department for OppZo which offers affordable working capital loans specifically to small and medium-sized government contractors. We are a GovCon focus lender. • These are the three features that makes OppZo unique and what I believe sets us apart from our competitors: ▪ #1: we don’t require a personal guarantee, which means we don’t require you to sign your personal assets away like most lenders do! ▪ #2: we are not just a capital provider, we bring clients into our ecosystem by offering a full commercial banking suite capabilities to government contractors such as checking, saving accounts, virtual cards, invoicing, bill pay, etc which is a differentiator (clients are not required to use our banking services) ▪ #3: we’ve streamlined the process using artificial intelligence technology so that once you are approved, you can receive your funds in as little as 24 hours. In my experience in banking that has always been a 4-6 weeks or even longer process.Feel free to contact me at taber@oppzo.comCheck out our website: https://www.oppzo.com -
PresidentT&J Ventures Inc Apr 2018 - PresentPresident & CEO/Owner of T&J Ventures Inc DBA First Team Logistics LLC. Logistics, supply chain and transportation company that operates contracts with FedEx ground, Amazon flex and Dolly inc. Business acquisition in 2022 was completed with the purchase of Dhillon Inc for FedEx ground contract for P&D services of residential and businesses in Parkville area. -
Shareholder InvestorRyse Jul 2023 - PresentToronto, CaInvestor -
Senior Vice President Commercial BankerWesbanco May 2023 - Apr 2024Wheeling, West Virginia, Us -
Black Venture Institute Fellow (Cohort 6)Blck Vc Dec 2023 - Dec 2023Palo Alto, Ca, UsBlack Venture Institute is a 2-week program containing 30+ hours of curriculum, expert speakers and community. This program helps Black operators and executives learn about venture capital, investment and capital allocation to accelerate innovation, opportunity, and access. -
Vice President, Commercial Banker - Middle Market Banking & Specialized IndustriesJpmorgan Chase & Co. Oct 2021 - Mar 2023New York, Ny, Us -
Vice President, Business Banking Relationship ManagerPnc Mar 2017 - Oct 2021Pittsburgh, Pennsylvania, Us -
Business Banking SpecialistWells Fargo Mar 2016 - Mar 2017San Francisco, California, Us-Managed the business customers relationships for the Northwest Maryland District-Responsible for business customer portfolios with annual revenue up to 5 million -Expertise in establishing, building and growing relationships with new and existing business customers -Actively prospects for new Wells Fargo small business and retail customers. -Experienced knowledge of SBA products for small business customers such as 7a and 504-Demonstrated the ability to actively sell and close on approved business credit products such as business credit cards, loans, lines of credit, equipment express loans and business real estate financing loans-Worked with Veterans to setup and help grow their business-Proactively established relationships within the community by visiting businesses, making outbound calls to customers, and by conducting educational seminars-Experience coaching tellers, customer service reps and personal bankers to actively identify business prospective customers and products-Demonstrated the ability to efficiently communicate verbally and written to customers, clients, and colleagues-Experience cross-selling business merchant, payroll, treasury management services and insurance products for customers-Conducted and helped setup local community events and workshops such as Veteran Benefits, Women Business Conferences, Real Estate Investing, Wealth Diversity and How to Start a business Seminars -
Small Business BankerWells Fargo Jun 2013 - Mar 2016San Francisco, California, Us-15 years of sales and relationship experience in business and consumer banking-Experienced knowledge of SBA products for small business customers-Conducted seminars on Budgeting and Savings strategies for company business clients employees-Proficient in technology and ability to demonstrate products and services-Named Small Business Advocate for Owings Mills company location-Strong knowledge of business and consumer credit products, policies and processes-Ability to cross sell products along with proven sales and product expertise with business clients-Experienced assessing and meeting the needs for company business and consumer clients.-Generated new business through local community, such as community service and networking events.-Developed in-depth understanding and Knowledge of bank business and consumer products and financial services. -Demonstrated outside sales experience with regards to retail, business, and/or mortgage products.-Sold retail banking products and services to customers and prospects.-Managed customer portfolio, services relationships and cross-sells all products andservices.-Provided broad base of financial and credit services with the goals of acquiring 100% ofthe customers' business.-Developed and maintains relationships with Wells Fargo partners to maximize salesopportunities and achieve minimum sales standards.-Spend up to 30% of time completing service-related tasks.-Worked in compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all relatedregulations.-Exceeded company quarterly sales goals. -Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software.
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Credit Equity UnderwriterBank Of America Jan 2007 - Jan 2012Charlotte, Nc, Us-Followed prescribed guidelines, receives and reviews loan applications and associateddocumentation to insure thoroughness and accuracy.-Verified loan-to-value ratios, completeness of application information and credit reports.-Analyzed credit reports and associated documentation and classifies loans according toCompany guidelines.-Approved, declines and/or recommends loans within established credit guidelines andapproval authority limits.-Reworked loans to new terms or identifies additional conditions as needed.-Demonstrated strong analytical skills.-Showed thorough understanding of credit and an ability to review complex financialdocuments.-Displayed ability to assess an individual’s creditworthiness while adhering to allregulatory and compliance requirements.-Demonstrated strong oral and written communications skills.-Showed commitment to teamwork.-Proved ability to meet production, quality, and service standards along with providingdirect coaching and feedback to ensure quality.-Displayed strong organizational skills.-Demonstrated ability to work in a fast-paced, high-volume environment, whilepracticing sound lending judgment.-Maintained working knowledge of products, services and regulatory requirements,lending environment, regional variances, standard loan calculations and credit policy.-Evaluated titles, homeowners/flood insurance and trusts on collateral properties. -
Home Equity UnderwriterBank Of America Jun 2005 - Dec 2006Charlotte, Nc, Us
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Treasury Management OfficerBank Of America Oct 2002 - May 2005Charlotte, Nc, Us
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Management Trainee/Financial AnalystBank Of America Jul 2001 - Sep 2002Charlotte, Nc, Us
Taber J. Small Skills
Taber J. Small Education Details
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University Of ConnecticutEconomics -
Temple UniversitySchool Of Business Program
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Baltimore City College
Frequently Asked Questions about Taber J. Small
What company does Taber J. Small work for?
Taber J. Small works for Prominent Strategic Capital
What is Taber J. Small's role at the current company?
Taber J. Small's current role is Senior Managing Partner and Founder.
What is Taber J. Small's email address?
Taber J. Small's email address is ta****@****ase.com
What schools did Taber J. Small attend?
Taber J. Small attended University Of Connecticut, Temple University, Baltimore City College.
What are some of Taber J. Small's interests?
Taber J. Small has interest in Networking, God, Investing, Banking, Sports, Helping People, Business Banking.
What skills is Taber J. Small known for?
Taber J. Small has skills like Banking, Credit, Loans, Leadership, Finance, Financial Services, Management, Retail Banking, Commercial Banking, Portfolio Management, Sales, Coaching.
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