Trace Schwartz, Manager

Trace has over fifteen years of experience in asset-based lending. Trace is responsible for leading complex survey and recurring field examinations. Trace established our West Coast office, providing our clients with additional service capabilities in the region.

Before joining Beacon Lender Services, Trace served as a Field Examiner with Jefferson Wells Lender Services. Prior to this, he was a Field Examiner with Bank of America. Trace began his ABL career as an Associate Account Executive, also with Bank of America. (Trace is based in San Diego, CA.)


Steven J. Dall, Senior Examiner

Steve has over twenty years of experience performing field examinations and healthcare financing for various financial institutions. He is responsible for leading all levels of survey and recurring field examinations.

Before joining Beacon Lender Services, Steve served as Supervising Senior Examiner, Collateral Consultant and in Healthcare Specialty Finance with Evergreen Collateral Consulting. Prior to this, he served as a Manager for Jefferson Wells Lender Services. Before going to Jefferson Wells, Steve served as a Senior Field Examiner with Bank of America and Finova Capital. Steve has over ten years of additional commercial lending experience with Banc One Capital Funding, Merchants National Bank and American National Bank. (Steve is based in Indianapolis, IN.)


Kevin J. Munn, CPA, Senior Examiner

Kevin has over twenty-five years of experience in the financial services industry as a staff accountant for Price Waterhouse, a tax accountant for Robert L. Burchfield, CPA, and Controller for Contemporary Furniture Designs Ltd. Kevin then ran his own CPA firm from January 1986 through February 1996. Kevin has over 12 years experience in the ABL and factoring industries.

Before joining Beacon Lender Services, Kevin was a Senior Field Examiner for Capital Business Credit, LLC where he performed recurring and survey exams and assisted the Audit Manager with exam reviews and setting scopes and also conducted in-house fraud seminars. Prior to CBC, Kevin had a similar role as Senior Examiner at GMAC Commercial Finance, and before that worked as a Field Examiner at The CIT Group, Inc. (Kevin is based in Charlotte, NC.)


Hugh R. Sweer, Senior Examiner

Hugh has over thirteen years of experience in the financial services industry.

Prior to joining Beacon Lender Services, Hugh was a Senior Financial Analyst at Wells Fargo Foothill where he performed ABL field exams on loans ranging from $10 million to $200 million. Hugh lead audit teams of two to four examiners, and assisted management in the audit review process. He also trained new employees, and participated in the review of audit procedures. Hugh was a Team Leader at Bank of America Commercial Funding where he performed similar functions to those at WFF. (Hugh is based in both Phoenix, AZ and Chicago, IL.)


Lisa Pavone Jones, Senior Examiner

Lisa has over seven years of ABL experience and an MBA from the University of South Florida. Lisa conducted collateral and financial field exams for major banks, asset-based lenders, factors and institutional investors for transactions ranging from $1MM - $150MM.

Lisa was most recently with Lender's Consulting Group where she routinely trained a nationwide team of examiners in complex Excel calculations, shortcuts, and formulas to improve examiner productivity and lender satisfaction. Lisa also sourced and placed senior secured transactions, led business development initiatives and transaction underwriting besides performing typical ABL and factor field examinations. Prior to that, Lisa was with MOD Ventures, LLC where she performed a variety of duties including creating pro forma financial statements, statistical models, business plans and investment proposals. Lisa started her career with GATX Capital where she headed due diligence investigations for investments in U.S. and international emerging growth enterprises. (Lisa is based in Tampa, FL.)


Julie Moo, Associate Senior Examiner

Julie has over twenty years of experience in the ABL and factoring industries. She is an independent contractor, and has been an associate of Beacon Lender Services, LLC since our inception in 2004. (Julie is based in the Los Angeles, CA area.)