Jake Roman

Lending Specialist

We don’t know whether to call Jake a cuisine connoisseur or a food nerd, but he loves to cook. In fact, to build his repertoire, he tries a new recipe every week. This constant exploration to find the newest, best dish is exactly what Jake does when finding the best lending solution for the firm’s clients.

In a world that is constantly changing, Jake makes it his mission to maintain strong relationships with multiple lenders and be on the cutting edge of all lending products that could be useful to our clients. Whether construction loans or any number of mortgage structures, Jake knows where the perfect ingredients are located for each client situation. Jake says that “one of the great things about working with firm clients on their lending needs is that I can put their business in competition across many institutions to get them the best structure and most competitive pricing.”

The lending process isn’t necessarily intuitive to people—Jake’s goal is to work with all of the firm’s clients to help facilitate by explaining, applying, underwriting and closing of loans and to make this process as simple as possible.


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