Our Core Values

Jacklyn Jordan

President & CEO

As founder and President of Capital Access Group, Jordan and her team are passionate about their mission to empower business owners to buy their own buildings working with business owners, private banks, and real estate brokers to provide financing to help business owners realize their dreams of owning their buildings.

Jordan became involved in small business lending while working for the City of San Francisco under Mayor George Moscone and then Mayor Dianne Feinstein. During her time in the Mayor’s Office of Economic Development, the City started its SBA lending program. Seeing demand for this public-private lending partnership, she started her own business and expanded the geographical territory.

Under her leadership, Capital Access Group has helped thousands of small business owners purchase real estate to grow and expand their businesses, and these loans have resulted in the creation of thousands of new jobs. Jordan earned a B.A. in American Civilization from Mills College and an M.A. in Urban and Regional Planning from San Jose State University.

Alan Jung

Senior Vice President,
Chief Credit Officer

Alan Jung, Senior Vice President and Chief Credit Officer, joined Capital Access Group in 1997. His responsibilities include managing loan underwriting staff and overseeing the 504 loan approval process. As part of the management team, Alan also co-directs company-wide implementations.

Alan’s greatest satisfaction is knowing that he was able to assist a small business at an early stage of development and then watching the business grow beyond its wildest projections.

Prior to joining Capital Access Group, Alan held positions with First Interstate Bank and Security Pacific National Bank. Alan has a Bachelors of Science degree in Managerial Economics and an MBA, and he has led 504 Regulatory Review trainings for the National Association of Development Companies (NADCO).

David Simmons

Senior Vice President,
Closing & Servicing

Dave Simmons, Senior Vice President, Closing & Servicing, joined Capital Access Group in 1998. Since that time, Dave has been responsible for the closing and servicing of well over 1000 loans.

Dave enjoys being able to help business owners who don’t have the injection required for a conventional real estate loan and hearing all of the stories of successful businesses that might not have gotten off the ground without the help of Capital Access Group. Dave and his team work as hard as they can on behalf of borrowers to make the loan process as smooth as possible.

Dave spent seven years at Wells Fargo Bank prior to joining Capital Access Group.

Claudia Cohen

Senior Vice President,
Director of Marketing

Claudia Cohen, SVP, Director of Marketing joined Capital Access Group in 2003. In that time, she has helped hundreds of business owners access SBA 504 financing to purchase commercial real estate for their businesses.

Claudia’s financing background and SBA expertise allows her to work directly with borrowers, banks, and real estate brokers to guide projects from start to finish. She enjoys working with business owners and seeing fledgling small businesses take off due in part to their decision to purchase a commercial building for their business through the 504 program.

Claudia worked for Barclays Capital in investment banking prior to joining Capital Access Group. She graduated from New York University cum laude with a Bachelor of Science in Finance & Accounting.

Jenny Tice

Business Development

Jenny Tice, Business Development Officer, brings eight years of experience in the banking industry and a passion for helping small businesses grow and succeed to her position at Capital Access Group. Jenny’s responsibilities include business development, sales, and client relationship activities throughout the Bay Area, with a focus on the North and East Bay counties.

Jenny has eight years of experience in the banking industry, and prior to joining our team, she worked as a preferred banker at First Republic Bank, a relationship manager at City National Bank, and a senior business specialist and brokerage associate at Wells Fargo.

She graduated from Sonoma State University in 2010 with a degree in Economics and City and Regional Planning, and she is currently pursuing an MBA at Golden Gate University.