James Webster

Business Financing Expert | CEO | ROK Financial
Follow Me On Social:

James Webster, founder and CEO of ROK Financial has almost two decades of experience within the financial services industry. His passion for helping small business owners and his innovative way of thinking, has allowed him to run multiple successful businesses including National Business Capital & Services. Under the National name, the team was able to help secure over $1 Billion in financing for small businesses nationwide.

James and the team have always felt a need for a hands on and consultative approach while leveraging technology to help streamline the process. This has allowed them to develop strategic ways to seamlessly move files to specific lenders based on the clients needs. On average the team processes more than 400 transactions/month resulting in hundreds of millions of dollars distributed to small businesses on a monthly basis.

When it came time to creating the team at ROK Financial, James chose to surround himself with like-minded individuals with the same values and vision. Having the ability to hand-pick the most experienced, knowledgeable small business and commercial financing staff in the industry was a dream come true. He now knows, the strongest staff stands proudly behind the ROK Financial name and is excited to continue to serve small business owners for years to come!

In 2019, James was honored to be chosen as the co-chairman of the Small Business Financing Association Broker Council, a non-profit advocacy organization dedicated to ensuring small businesses can access financing solutions that are clear, secure, and fair. In this role, James establishes responsible and transparent practices for alternative lending brokers, while also educating policymakers and regulators about the technology-driven platforms and commercial lending programs that have emerged in the small business lending market.

James was born and raised on Long Island where he currently lives with his wife, Melissa, and their two children, Lilyanna and Jameson. He is an active member of the Long Island community and feels a special connection to local businesses. James not only personally spends his time with local charities and organizations but loves to include the ROK Financial team whenever possible. James enjoys the outdoors, skiing, boating, traveling (which has unfortunately come to a halt due to the pandemic, but looks forward to traveling once again when it is safe to do so), and sporting events, but above all, spending time with his family.

Articles Written By James Webster

Confusion usually follows when discussing marketing and sales. Marketing and sales do differ, but they still work together hand in hand. Knowing the difference between sales and marketing will help your business form coherent teams that tackle your business issues while improving your marketing and sales efforts.  What Is the Difference Between Sales and Marketing?...
by
Evolution in the financial sector is happening at an unprecedented rate. Consumer behavior and how we manage our money are changing, shaped by technological advancement and access to information. Collaboration for fintech companies is key to success in this rapidly changing landscape. In the past, traditional financial institutions (FIs) have been the primary financial services...
by
Female leaders bring skills, expertise, and relationship-building skills that elevate company culture. Every professional is different, but women will lead differently than men through ethics, respect, and compassion. Why We Need Female Leaders in Business There are several reasons why we need female leaders, including: Women value balance between work and life – many women business leaders...
by
Client relationships are the key to long-term success in any business, and they take time to build. Developing and maintaining client relationships requires constant attention to stay on top of potential opportunities and ensure that you provide excellent service at all times. Most of your sales will come from repeat customers and referrals, so it’s...
by
Negotiation is a necessity for any successful business transaction. Sometimes, the negotiations shape formal affairs with clear objectives. Other times, negotiation in business is a continuous process that develops to suit parties' business goals. Strong negotiation skills are essential if you are looking for success as a small or large business. Let us go through...
by
Expansion and growth are what businesses expect, but when the time comes, most are unprepared. It's prevalent for small businesses that find success to run into scaling issues, and because of this, they find substantial setbacks and profit losses. When faced with expansions, businesses begin to double their production at insane costs by buying more...
by
Networking is connecting with other people, usually for professional reasons. It’s often seen as a necessary evil by many people, but the truth is that networking can be an excellent tool to help you achieve your business goals. There are countless benefits to networking, such as: Gaining exposure for your business Meeting new potential customers...
by
There are few singular success stories in business where only one person or company was able to gain success without any help whatsoever. Collaboration is behind winning deals and designs, fueling future accomplishments. The benefits of collaboration are myriad. Examples of business collaboration include how writers, graphic designers, and photographers collaborate on an advertising campaign...
by
Cash flow refers to money put into a business and sent out. Cash flow is essentially the movement of funds. When a business receives money, they want to spend it on optimizing its cash flow better. Optimization of cash flow comes from actively making income from these avenues. What Increases and Decreases Cash Flow in...
by
Managing profit margins when you own a business is crucial to success. It aids you in making decisions that improve the company and lets you adapt to client needs more quickly. You become a leader that is proactive and makes decisions based on facts. A lot of information about profit refers to net profit. Net...
by