Charles joined Cambridge in 1996 after a successful career in banking. Charles is the portfolio manager for Indiana Community Business Credit Corporation and LYNX. He also works with the Section 108 Fund. Charles can answer any question you may have about these loan programs and find the product that best fits the needs of the lender and/or the borrower.
Danielle is the Controller at Cambridge and has been with the company since 1996. Danielle is responsible for all of the accounting, auditing, and billing for Cambridge and all of its related entities.
Rachel is responsible for guiding small business owners through the SBA 504 loan process. She manages application intake, collects and reviews financial documents, ensures compliance with SBA program requirements, and coordinates with lenders, borrowers, and internal teams to move projects smoothly from application to approval.
Sandy has been with Cambridge since 1989 and has worked with every facet of the SBA 504 Loan Program. She is the senior loan officer for ISCDC. Sandy spends much of her time talking with lenders and borrowers about their projects and on the road personally meeting with those lenders and borrowers, touring their sites, and completing application packages. Sandy handles the loan through loan committee approval and prepares the package to be sent to the SBA.
Gretchen provides high-level administrative support to the team. She handles scheduling, correspondence, meeting preparation, and office coordination. She plays a key role in keeping daily operations organized and efficient, while supporting strategic initiatives and client-focused activities.
Silas joined Cambridge as Corporate Counsel and has a hand in all of the programs offered by the company. However, a majority of his time is spent working with the SBA 504 program and closing 504 loans. He is also the primary contact for 504 loan servicing actions, including, but not limited to, subordinations, assumptions, releases, etc.
Lisa oversees the final steps of the loan process, ensuring all documentation is accurate for the loan to fund. She coordinates with borrowers, lenders, and title companies to facilitate smooth closings. She also assists borrowers with required life insurance tied to loan approval, guiding them through the process.
Jean is the President of Cambridge Capital Management Corporation, having founded the company in 1983. Jean is always available to answer any question you may have regarding any of the funds administered by Cambridge if the loan officers or other personnel are not available. When not in the office, Jean spends time in the community serving on various boards and committees. Jean's vast experience in the lending industry coupled with the relationships she has cultivated with lending institutions, businesses, and community leaders provides a depth and strength to Cambridge Capital Management Corp. that is unmatched in the industry.
Jenny brings her prior project management experience to the loan processor role. She is an integral part of the application process, obtaining information for use in the underwriting and submission of loans to the SBA. She can also assist with appraisal and environmental questions as well as general 504 requests.
Name |
Title |
Contact me Regarding... |
Extension |
|
Charles Kennedy |
Portfolio Manager |
ICBCC / LYNX / New Markets Loan Pools |
Ext. 124 |
|
Danielle King |
Controller |
Accounting |
Ext. 130 |
|
Rachel Lockert |
Loan Processor |
Indiana Statewide SBA 504 Loan Application |
Ext. 125 |
|
Sandy McCleese |
Sr. Loan Officer 504 |
Indiana Statewide SBA 504 Loan Application |
Ext. 128 |
|
Gretchen Meitzler |
Administrative Asst |
General Questions |
Ext. 120 |
|
Silas Smith |
In-House Counsel |
SBA 504 Loan Closings & Servicing / General Questions |
Ext. 127 |
|
Lisa Thomas |
Loan Closing Specialist |
SBA 504 Loan Closings / Insurance / General Questions |
Ext. 121 |
|
Jean Wojtowicz |
President |
General Questions / Cambridge Ventures |
Ext. 126 |
|
Jenny Yuenger |
Loan Specialist |
Indiana Statewide SBA 504 Loan Application |
Ext. 129 |
|
Charles Kennedy |
|
Danielle King |
|
Rachel Lockert |
|
Sandy McCleese |
|
Gretchen Meitzler |
|
Silas Smith |
|
Lisa Thomas |
|
Jean Wojtowicz |
|
Jenny Yuenger |
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