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Client Lending Solutions


Access, Guidance & Advocacy 

JMG Lending provides you and your clients with direct, on-demand access to an extensive network of banking and lending institutions and provides high-touch service, active guidance and advocacy in delivering desired outcomes at every phase in the process: from defining your client’s need to presenting options and then supporting them through to closing.

To learn more about the JMG Lending Solution, or to discuss a specific client opportunity, please submit the  inquiry form below, or reach out to our team directly.

Client Lending Solutions


Access, Guidance & Advocacy 

JMG Lending provides you and your clients with direct, on-demand access to an extensive network of banking and lending institutions and provides high-touch service, active guidance and advocacy in delivering desired outcomes at every phase in the process: from defining your client’s need to presenting options and then supporting them through to closing.

To learn more about the JMG Lending Solution, or to discuss a specific client opportunity, please submit the  inquiry form below, or reach out to our team directly.

Comprehensive Credit Solutions

No Fees to Clients

Multiple Loan Types Supported
including:

  • Commercial Loans
  • Small Business Administration (SBA)
  • SBLOCs
  • Insurance Premium Finance
  • Specialty (Planes, Boats, Other)

To speak with the Lending Team directly, please contact:

charles shealy

 Charles W. Shealy
  Director of JMG Lending
  E: Charles.Shealy@jmgadvisors.com

  T:  (212) 555-5555

Speak with our Team

Access a Nationwide Network of Financial Institutions & Other Originators
Current PNC Bank Members include:

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Manage Risk & Profitability

A simpler, more effective and transparent way to buy, sell, and participate loans.

The PNC Asset Exchange offers financial institutions direct access to a highly-diverse, nationwide exchange for buying, and selling loans of any type.
It is a powerful liquidity management tool that enables your institution to strategically and proactively reduce risk, drive profitability, more effectively deploy capital,
and
optimally align portfolios with target relationship profiles.

Sellers can post new opportunities efficiently and anonymously.

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Once a loan or portfolio is posted live on the Marketplace, prospective participants or buyers can easily search, view, favorite and/or submit offers on the opportunity, or any active deal. Sellers can then view and manage inbound interest and inquiries on the deal(s) through the platform.



Schedule Demo 

Book a Live One-on-One
Team Discussion & Product Demo

Not ready to join yet? Schedule time to speak directly with our Team.

  • Book an online demo and strategy discussion with our Transactions Team to discuss your institution's balance sheet needs

Learn More

Watch a Preview Video
About the PNC Asset Exchange

Learn more about the Exchange before joining as a Member.

  • View a video overview of the platform capabilities - from listing a loan opportunity to setting customized deal preferences

Discussing Lending Solutions with Clients

An overview video on how to discuss credit needs with your clients

Value Add for
Wealth Managers & Clients

Highlights of the JMG Lending Solution

  • Exceptional Access

    Nationwide network of over 1,200 institutions available on-demand to review each client opportunity 

  • Diverse Options

    Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported

  • Anonymous

    All requests are posted anonymously - clients can post an inquiry and review proposals prior to sharing information

  • Experienced Guidance

    Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace

  • Dedicated Support

    The JMG & CCT teams work closely with you and the client at every step of the process to facilitate communications with lenders

  • Deeper Client Insights

    Providing credit solutions gives wealth managers an even deeper understanding of their client's financial needs and goals

Recent Case Study | Interstate Bank (TX)

" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."

DannySkarda

Danny Skarda 
Chairman & CEO

Frequently Asked Questions.

Security

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Deal Flow

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Lending Insights | Client Stories & Education

jmg computer
“My company has a lot of growth opportunities, but we needed some additional capital to keep on track with our near-term expansion plans.
 
The JMG Lending team helped quickly identify a bank that could provide us with the capital and financing terms we sought. Having support and input throughout the process was invaluable.”
 
James B. | CEO, Manufacturing Firm (IN)

EDUCATION | Learn More Lending Solutions


CASE STUDIES | Client Stories & Solutions



To lean more about 
Client Lending Solutions

please contact :

JMG Lending
Charles Shealy |
Direct of Lending

   Charles.Shealy@jmgadvisors.com
   (212) 555-5555


The Rockefeller Loan Marketplace is a being supported by Rockefeller Client Lending. Rockefeller Client Lending is not providing investment, legal, tax, financial, accounting, or other advice to you or any other party, and is not acting as an advisor or fiduciary in any respect in connection with providing this information