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Member Success
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NAGGL loves to share our members' government guaranteed lending success stories. Whether it's a promotion at work, an impressive award, a successful year in growth, a milestone in your strategic vision, share your news with us - we're proud of you! contact us >

 

Small business growth throughout southeast through key hire
Atlantic Capital Bank is expanding access to loans and capital to small businesses across the Southeast through new Senior Vice President and Manager of SBA Lending, Jeff Roegge.

Roegge plans for Atlantic Capital to become one of the leading SBA lenders across the Southeast and Mid-Atlantic regions through recruitment and innovation--specifically, processing loans more quickly and committing capital for business leaders.

“My career has been devoted to helping small businesses gain access to capital for growth by being a true cash flow lender,” Roegge said. “I’m excited to expand the reach of Atlantic Capital across the southeast and its efforts to help small businesses bank in the right direction. I was drawn to Atlantic Capital by their strong track record of innovation and expertise in business lending.” more > 

Exchange Bank Promotions
Jim Barnett is newly promoted to vice president, SBA lending and business development officer in Brentwood. Barnett joined Exchange Bank’s team of lending specialists earlier this year, the firm stated.

Barnett has 13 years of SBA and commercial banking experience and previously worked for Union Bank, US Bank and Sonoma Bank. Barnett graduated from the Pacific Coast Banking School in 2012 and holds a bachelor’s degree in communications from St. Mary’s College.

Stephen Quinn Appointed as President of PCFS Solutions
PCFS Solutions, a leader in delivering commercial lending software solutions, announced that Stephen H. Quinn has been appointed President of the company by its Board of Directors. Additionally, Bob Cota has assumed the role of President Emeritus and will continue to serve on PCFS Solutions’ Board of Directors. Both appointments were effective as of June 1, 2017.

“I am honored to be chosen by Bob Cota and the PCFS Board of Directors as the next leader of this innovative and pioneering business,” said Quinn. “I look forward to working closely with Bob, the Board and the entire PCFS team to continue to build on our 30-year foundation of delivering end-to-end business lending software while supporting our vision to become a leading business solutions company that provides value across the entire lending process. We will focus on aligning our products, people and processes to better understand and serve the needs of our customers.”

Quinn joined PCFS Solutions in 2015 as the company’s Executive Vice President overseeing product planning and development strategy. Prior to joining PCFS, Quinn spent 14 years at Ingram Micro as a marketing executive responsible for creating exceptional customer experiences through integrated sales and marketing systems development.

“As PCFS continues to grow its business solutions platform, the Board could not have chosen a better President than Stephen Quinn to lead the company into the future,” said Bob Cota. “We’ve selected a strong leader at a time when PCFS Solutions is in a strong position. The Board and I have high expectations for the team and feel Stephen provides the leadership we need to take the company to the next level.”

1st Security Bank Has Named C. Han Kim as Senior Vice President and SBA Division Manager
July 19, 2017 - 1st Security Bank announces that C. Han Kim has joined the Bank as Senior Vice President and SBA Division Manager. Han will be based in Mountlake Terrace, Washington and will be responsible for strategy, policies and procedures, execution and management of the SBA program for the Bank.

“We are thrilled to have the opportunity to add a SBA Lending Division under the leadership of C. Han Kim,” said Dennis O’Leary, Chief Lending Officer. “1st Security feels strongly that the SBA lending platform is the perfect addition to the business lending services we currently offer business owners and entrepreneurs across the communities we serve.” 

Sherry Kinard (The Brand Banking Company) has been selected as the SBA’s Georgia District Office 2017 Financial Services Champion! Her commitment has helped others in our community achieve entrepreneurial success. Her efforts have not only created hundreds of jobs but also encouraged countless others to follow their dreams. Congratulations Sherry!

BankUnited Small Business Finance Names New Senior Vice President
May 4, 2017 – BankUnited announced the hiring of Jennifer McConnell as Senior Vice President - SBA Senior Credit Officer for its Small Business Finance (SBF) division.  McConnell will be based in the nationwide lender’s Franklin, Tennessee office.

McConnell brings more than 20 years of banking and credit experience to her new position, where she will be responsible for overseeing a team of veteran SBA underwriters and portfolio managers, structuring financing transactions, as well as approving and underwriting credit. She joins BankUnited SBF from First Tennessee Bank in Franklin, where she served most recently as Senior Vice President - Senior Credit Manager. The Franklin resident earned her bachelor’s degree from Centre College, Danville, KY.

Union Bank® Expands Small Business Administration Lending Group with Four Appointments

April 28, 2017 – MUFG Union Bank, N.A. (Union Bank) today announced four appointments within the Small Business Administration Lending group. Craig Cornwell, Billy Szeto, Jeff Theiler, and Sam Vichattu join as Vice Presidents reporting to Kirsten (Didi) Hakes, head of the Small Business Administration Lending group. These individuals will assist small business owners with a broad range of financial services, including owner-occupied commercial real estate lending, business acquisition, and expansion. 

“Small business owners across the West Coast are optimistic about the business opportunities ahead and we are expanding our team to support their growing needs,” Hakes said. “This high-caliber team, with an average of 18 years of experience serving small business owners, is qualified to counsel clients on the various Small Business Administration programs and other financing options that will help them achieve their specific business goals.”  

Based in Los Angeles, Craig Cornwell brings to Union Bank more than 20 years of Small Business Administration expertise. He also brings deep understanding of owner-occupied lending. Together with a team of Los Angeles-based bankers, he will cover the Los Angeles market. Cornwell is a licensed California real estate broker and holds a BA in Economics from The University of California, Los Angeles. 

Billy Szeto joins Union Bank from J.P. Morgan Chase, where most recently he served as a Relationship Manager serving businesses in the Los Angeles area. He brings Union Bank small business clients more than 20 years of financial industry experience in the Greater Los Angeles Area. He is a Small Business Administration specialist with a commercial banking background that includes experience in commercial real estate, equipment financing, and commercial and industrial lending. Szeto has also held positions at SoCal Certified Development Company, California Bank &Trust, First Bank, and Comerica Bank. He is based in Los Angeles. 

Covering the Pacific Northwest, Jeff Theiler joins Union Bank from Bank of the West, where he was as a Small Business Administration Specialist. Previous to that, he was a Vice President with Lehman Brothers, Key Bank, and GE Capital. Theiler’s professional background includes banking experience in commercial real estate and equipment financing. He also brings more than 20 years of financial services experience as a Small Business Administration Specialist and Commercial Banker. Theiler earned a Bachelor’s degree in Justice Studies from Arizona State University. He is based in Portland and serves the Pacific Northwest. 

Sam Vichattu brings more than 12 years of financial services experience, which includes expertise in commercial real estate finance, SBA lending, market development, and financial analysis. He is based in San Jose, Calif., and will cover the San Francisco Bay Area market. Vichattu is a licensed real estate agent and holds a degree in Business Administration from De Anza College.

SBA Recognizes Export Lenders BB&T, First American Bank and World Trade Finance Inc.
April 5, 2017 -- 
The U.S. Small Business Administration today honored BB&T and First American Bank as the 2017 SBA Export Lenders of the Year, respectively for large and small lending institutions during a ceremony at the 10th annual SBA Export Lender Roundtable in Washington, D.C. During the event, World Trade Finance Inc. was recognized as SBA’s Export Working Capital Champion, for providing international trade financing to small businesses since 1997.

BB&T Senior Vice President William Browning, and First American Bank Vice President Alan Lane-Murcia received the awards on behalf of their respective institutions.  World Trade Finance founder and former President Bernd Hermann, and co-founder/Managing Director Irene Kuo received the Export Working Capital Champion award.
“American small business exporters need capital to access overseas markets, fund their export sales, and expand local operations.   BB&T, First American Bank and World Trade Finance have been invaluable partners toward this end,” SBA Administrator Linda McMahon said. “I want to congratulate and thank these lenders for helping small business exporters expand, create high-wage jobs for American workers and advance small business innovation.”
U.S. exports are important to the nation’s economy, and 98 percent of all exporters are small businesses.  SBA export lenders play a pivotal role in helping small business exporters to compete and succeed in the global market.  During fiscal year 2016, the SBA reported a record $1.53 billion in financing to small business exporters.  

Sturdy Savings Bank’s Commercial Lending Division Ranked Region’s Top SBA Lender in Atlantic and Cape May Counties

February 20, 2017 -- Sturdy Savings Bank’s Commercial Lending Division leads all banks located in Atlantic and Cape May counties when it comes to the number of loans approved under the U.S. Small Business Administration’s (SBA) 7(a) Advantage loan program, according to a recent report issued by the SBA New Jersey District Office.

For fiscal year ending September 2016, Sturdy Savings Bank ranked as the sixth largest SBA lender out of 117 statewide lenders with a total of 46 small business loans for $21 million from the period of Oct. 1, 2015 through Sept. 30, 2016. According to the SBA report, the number of loan approvals far exceeded all other banks based in Atlantic and Cape May counties and represented an 18 percent increase in number of loan approvals and a 35 percent increase in the dollar volume over 2015 totals.

“As a prominent community bank, we have always strived to accommodate the needs of small businesses within our communities,” said Sturdy Savings Bank President and CEO Gerald Reeves. “We remain active in small business lending, offering a different variety of loan products. We understand that economic conditions have been challenging, so we continue to work at making it easier for our customers to qualify for a loan.”

According to SBA data, of the 46 loans approved by Sturdy Savings Bank, 30 of those loans went to existing businesses and 16 of the loans went to new businesses. In addition, those 46 loans helped to create an additional 121 new jobs and retain another 111 jobs in Atlantic and Cape May counties.

TD Bank Expands Small Business Group to Serve More Communities
February 13, 2017 -- As the national economy continues to grow, demand is on the rise for loans and financial services to support small business development. In response to this need, TD Bank, America's Most Convenient Bank®, is significantly expanding its small business team with the addition of 50 to 75 small business specialists as an investment in the communities it serves and to work with more small businesses.

TD Bank is hiring for its growing small business team in key regions including New England; New York City; Philadelphia; New Jersey; metro Washington, D.C.; South Carolina; and Florida. These new small business specialists will focus on serving the lending and account needs of small businesses with less than $1 million in annual revenue and fewer than nine employees.

"Small businesses are incredibly important drivers of local economies and TD Bank is expanding its team to become better small business champions," said Jay DesMarteau, Head of Small Business Banking, TD Bank. "As a bank, we're invested in making a positive impact in the communities we serve, and enhancing how we help local small businesses is an important component of this."

Along with adding employees to its small business team, TD Bank continues to grow in Small Business Administration (SBA) lending. According to the 2016 SBA rankings, TD's SBA group is now ranked third by dollar volume in its Maine to Florida footprint and 15th nationwide. The bank also earned the distinction of being an SBA Diamond Award recipient in New Jersey for making the most loans in the state for the third year in a row.

BBVA Compass executives receive recognition as North Texas financial influencers for second time
January 30, 2017-- D CEO, the business publication of D Magazine, recognized BBVA Compass Dallas CEO Key Coker and Small Business Administration (SBA) Division Manager Greg Clarkson as two of North Texas’ top financial executives in the 2017 edition of The Dallas 500. This is the second year both Coker and Clarkson have appeared in The Dallas 500, a special section that identifies 500 influential business leaders in and around Dallas. Their feature in The Dallas 500 highlights their continuous regional impact and commitment to the financial growth of Dallas area residents, businesses and communities.

A second year recognition in the The Dallas 500 reflects the consistent impact BBVA Compass is having on the Dallas market. We strive to deliver excellent customer service as a ‚client centric’ bank, aiming to meet the financial needs of Dallas area residents and businesses each and every day,” expressed Coker.

As Dallas CEO, Coker focuses on maximizing client service and ensuring profitable growth within the bank’s consumer and commercial banking segments in the Dallas metropolitan area, while Clarkson leads SBA lending efforts for BBVA Compass as division manager.

I’m honored to be recognized in The Dallas 500, as it means our lending efforts are also receiving local recognition,” said Clarkson. „BBVA Compass considers itself an engine of opportunity that fuels growth for the communities we call home. From the corner bakery to the manufacturing center, we’re creating brighter futures for the communities of Dallas.”

BBVA Compass ranks No. 5 in terms of deposit market share in Dallas. It also is a lending powerhouse for small businesses in North Texas, ranking as the No. 1 SBA 7(a) lender by total number of loans for the fiscal year ending Sept. 30, 2016. BBVA Compass received the 2016 Special Achievement Award from the SBA Dallas/Fort Worth District Office for the lender with the highest percentage of loans to minorities, women and veterans.

Acclivity Financial names Billy Bowers as Senior Credit Officer

Acclivity Financial, a subsidiary of Citizens Bank specializing exclusively in lending solutions for small businesses, is proud to welcome Billy Bowers to their team effective immediately. A seasoned veteran with over 20 years of small business lending experience, Bowers will oversee underwriting and portfolio servicing. 

Prior to joining Acclivity Financial, Bowers served as SVP, Senior Credit Officer at BankUnited and SVP, Director of Government Guaranteed Lending at FSG Bank. He has a proven track record in SBA lending with extensive ties in the Southeast. 

"Billy’s vast experience at every stage of the commercial lending process makes him an ideal addition to Acclivity Financial," said Danny Preston, Chief Executive Officer. "He is an expert in SBA lending, and we’re excited to add his leadership to our team."

"Acclivity Financial is an organization on the rise," said Bowers. "I have worked with their leadership in the past, and I am thrilled to have the opportunity to once again work with such an amazing team."

Bowers received his BBA in Finance from East Tennessee State University. He has had an active role in community activities and currently serves on the board of directors for Team Britton, Inc.

Rosen Joins First Commonwealth as Consumer, SBA Lending EVP

Jeff Rosen joined First Commonwealth Bank as executive vice president of Consumer and Small Business Lending.

Rosen will oversee First Commonwealth’s consumer and small business platform, online lending capability, mortgage business and indirect auto business. In addition, he will develop First Commonwealth’s activities with the U.S. Small Business Administration’s (SBA) lending program as a line of business.

Prior to joining First Commonwealth, Rosen served as SVP/Government Guaranteed Lending Manager at one of the nation’s largest full-service providers of consumer and commercial banking. He served as president of Rosen Advisors, a consulting firm specializing in retail and business banking strategy, SBA lending and leadership development. Rosen also held retail and business banking leadership positions at Huntington Bank, U.S. Bank and PNC Bank during his 30-year career.

“Jeff brings to First Commonwealth 30 years of leadership experience in the financial services industry,” said Jane Grebenc, president of Indiana, PA-based First Commonwealth Bank. “He is well-versed in government lending programs, and under his leadership, SBA lending will become a line of business at First Commonwealth. We’re excited that Jeff has joined our team.”

KeyBank increased SBA 7(a) lending by record amount in 2016, plans further growth in 2017
KeyBank increased its lending volume through the Small Business Administration 7(a) program by 44% this past year and announced plans to do even more in 2017 as a result of its recently completed acquisition of First Niagara Financial Group.

Key's issuance of those government-backed, small-business loans in the Cleveland region also grew by 34% in 2016, according to figures from the SBA Cleveland office.

Key ranks third in terms of SBA 7(a) loans issued in the Cleveland district, with 54 loans made totaling about $14.6 million. Ahead of them are U.S. Bank, which made 87 loans totaling $21 million, and Huntington Bank, which made 1,091 loans totaling $134 million.

Nationwide, Key made 538 of the loans totaling $222 million, which makes them the 14th most-active SBA lender in the United States, according to a list of the program's most active lenders.

John Briggs Joins Bank of the West as Vice President, SBA Business Development Officer
Bank of the West announced today that John Briggs has joined the company as Vice President, SBA Business Development Officer. In this role, Briggs is responsible for providing SBA 504 and 7(a) loans to small-and medium-sized business clients in Northern Utah and Western Wyoming.

With more than 10 years of banking industry experience, Briggs previously served as Sr. Business Relationship Manager for Wells Fargo Bank, N.A. and received his B.S. from Brigham Young University in Provo, Utah. He is bilingual-fluent in both English and Spanish.

Briggs is a member of the Utah Chapter of Certified Commercial Investment Member Institute and a Scoutmaster for the Boy Scouts of America.

Carey Hofferber Joins Northeast Bank Small Business Lending Team
Northeast Bank (the “Bank”) announced today that Dallas-area resident, Carey Hofferber, joined its national Small Business Administration (“SBA”) Lending Division as Vice President, SBA Business Development. The team is led by Jonathan Smith, Senior Vice President, Director of SBA Lending.

“We are pleased Carey has joined our SBA team in order to provide financing to small businesses throughout Texas,” said Rick Wayne, President and CEO. “Carey’s experience in developing effective SBA lending solutions will be instrumental in helping the bank support the needs of current and prospective small business customers in the years ahead.” Carey joins the bank from ReadyCap Lending where he served as Business Development Officer.

Prior to this, Carey served as Assistant Vice President for the Lending division at PMC Commercial Trust.

J.R. BRUNO & ASSOCIATES PROMOTES LORI MC CAUSLAND TO SENIOR ASSOCIATE 
J.R. Bruno & Associates, a leading nationwide consulting firm to SBA and member business lenders, has promoted Lori McCausland to JRB Senior Associate. With more than 25 years of commercial lending experience, she joined JRB four years ago, having held management positions at national, regional and local financial institutions. In addition to her knowledge of business and SBA lending processes – with expertise in loan systems, documentation and Form 1502 reporting – Lori McCausland is an effective communicator who has developed supportive relationships with clients across the country. 

“I love training and guiding our clients in the world of SBA lending, with the ability to customize the services we provide based on our clients’ needs. Along with that comes the joy I have in building relationships and helping make a real difference in the success of our clients’ SBA programs. And I love working for a company with core values that align with mine: pride in our work, a ‘do it the right way the first time around’ mentality, and having a team that truly respects one another and promotes each of the strengths we bring to the team,” Lori McCausland said. 

Bank of the Cascades Launches “Preferred” SBA Lending Program for Seattle Small Businesses
Bank of the Cascades, one of the Northwest’s largest community banks, today announced the expansion of its Small Business Administration (SBA) lending program into the Seattle market. The bank, which has achieved SBA “preferred lender” status and consistently ranks as a top SBA lender in Oregon and Idaho, has hired Gwen Schaeffer (formerly Lundgren) as Vice President and Government Loan Specialist to lead its local SBA program in serving small and growing businesses across the Puget Sound area.

According to Brandon Elieff, Bank of the Cascades Seattle Market President, the addition of Schaeffer to serve SBA-eligible businesses positions Bank of the Cascades to become the lender of choice for Seattle’s small business and entrepreneurial community.  

“Bank of the Cascades brings to the market one of the most successful SBA lending programs in the Northwest. Having someone with Gwen’s marketplace experience, banking expertise and network of business relationships lead our local SBA efforts immediately establishes Bank of the Cascades as a competitive option for Seattle businesses in need of SBA financing,” said Elieff. 

Schaeffer, who is tasked with developing and implementing Bank of the Cascades’ SBA Government Guaranteed Loan Department in the bank’s Seattle office, brings nearly 25 years of related professional experience to her role. Throughout her career, Schaeffer has worked closely with Puget Sound business owners to provide custom financing solutions, with a focus on SBA lending and other government-based loan programs. In addition to serving as a business program manager with the U.S. Small Business Administration, Schaeffer has built a variety of successful lending programs in positions at other financial institutions, including Umpqua Bank, CIT Group and Merrill Lynch.

“There’s a tremendous opportunity for a commercial lender with Bank of the Cascades’ combination of SBA ‘preferred lender’ status and comprehensive banking services to become a trusted and valued partner to small businesses in need of tailored financing,” said Schaeffer. “I look forward to helping the bank build a competitive SBA lending presence to serve local businesses and benefit our region’s economy.”

D.L. Evans Bank Named SBA Community/Rural Lender of the Year
D. L. Evans Bank has been recognized by the Small Business Administration as the SBA Community/Rural Lender of the Year for 2015.

A two-time recipient, D. L. Evans Bank is the only financial institution in the state of Idaho to have received the award. The bank is a preferred lender with the SBA, and has been a long-time advocate of SBA programs throughout its 28-branch network.

JV Evans, executive vice president of D. L. Evans Bank, accepted the award on behalf of the bank at the Small Business of the Year and Boise Metro Chamber of Commerce luncheon held at the Boise Centre. The award was presented by Rod Grzadzieleski, district director of the Boise District Office of the U.S Small Business Administration.

Let Go by BB&T, Veteran SBA Leader Hired by Fulton
A Pennsylvania banker who lost her job after her employer was sold to BB&T has landed on her feet. Fulton Financial in Lancaster, Pa., said in a press release Wednesday that it had hired Lynn Ozer as president of Small Business Administration lending. Before joining the $18 billion-asset Fulton, Ozer had been president of government lending at Susquehanna Bancshares in Lititz, Pa. 

Ozer also led a small-business lending team at Susquehanna that was largely dismissed in August, shortly after the company's sale to BB&T.

Ozer is also a former chair of the National Association of Government Guaranteed Lenders, a trade association for institutions that participate in the federal government's guaranteed-loan programs.

Bank of the West Adds to SBA Team
Bank of the West announced today that it has added several people to their SBA Business Development team all over the country.
 
Maricruz Hill has joined the company as vice president,SBA Business Development Officer in Minneapolis. In this role, Hill is responsible for providing SBA 504 and 7(a) loans to small-and medium-sized business clients in Minnesota, Iowa, North Dakota and South Dakota.
 
Hill has more than 13 years of banking experience and previously served as vice president, SBA Business Development Officer with Wells Fargo. Hill received her Bachelor’s Degree from InterAmerican University of Puerto Rico. A resident of Chaska, MN, Hill is affiliated with numerous professional organizations and is bilingual- fluent in both English and Spanish.
 
Garcia Dussard has joined the company as Vice President, SBA Business Development Officer in Chicago. In this new role, Dussard is responsible for providing SBA real estate mortgages and equipment loans, refinancing and debt consolidation as well as business acquisition loans to small-and medium-sized business clients in Chicago and the surrounding areas.
 
“We care about our small businesses clients, they are the backbone of our economy” said Don Mercer, SBA National Sales Manager and Senior Vice President, “so that’s why we hired a professional of Garcia’s high caliber to support Chicago’s small business community as they pursue their American dream. With a marketplace as diverse and thriving as Chicago it was important to hire the right banker and Garcia’s dedication to his clients will bolster our plans to grow and expand in this market”.
 
Dussard has been in the banking industry for more than 19 years serving commercial clients in a diverse range of industries. Most recently, Dussard was Senior Vice President at Bank of America in their SBA group, a position he held for the past 10 years. 
  
Matthew VanderMeer has joined the company as vice president, SBA Business Development Officer in Orange County. In this role, VanderMeer is responsible for providing SBA 504 and 7(a) loans to small-and medium-sized business clients in Orange County.
 
VanderMeer has more than 14 years of SBA lending experience and previously served as vice president, SBA Business Development Officer for Wells Fargo Bank, N.A. VanderMeer received his Bachelor’s Degree from the California State University, Long Beach and his Master’s Degree from Howard University in Washington D.C.

SPOKANE FIRM WINS $10,000 TECHNOLOGY GRANT
SBA Simplified LLC, a small business consulting company, has been selected as a regional winner of the Comcast Business' Innovation 4 Entrepreneurs Contest. The selection of SBA Simplified includes a $10,000 grant to grow their business through innovative use of technology. In addition to the $10,000 grant, the firm is now eligible to compete for one of six $20,000 grand prizes that will be selected through judging and peer voting. Votes can be cast for SBA Simplified listed in the start-up category once each day between April 27 and May 13 at http://cbcommunity.comcast.com/i4e/vote 

Coralie Myers, one of the members of SBA Simplified, said  “We plan to use the grant to further enhance the capabilities of our website to offer on demand webinars and resources to lenders, as well as upgrades to provide more interactivity and increased mobile capability to accommodate lenders on the go."

SBA Simplified provides lenders with customized training, loan consulting and comprehensive file reviews on U.S. Small Business Administration lending programs. The three members, Coralie Myers, Pat Johnson and Lisa Lender combined have over 100 years of SBA lending experience in loan processing, closing, servicing, liquidation & litigation, and guaranty purchases all things SBA.

J.R. BRUNO & ASSOCIATES PROMOTES REBECCA MENDOZA TO SENIOR ASSOCIATE
J.R. Bruno & Associates, a leading nationwide consulting firm to SBA and business lenders, has promoted Rebecca Mendoza to senior associate. With more than 20 years of SBA and commercial lending experience, she joined J.R. Bruno in 2008, coming to the firm with management experience at several financial institutions. In addition to her comprehensive knowledge of SBA and business lending, Rebecca Mendoza has special expertise at servicing, workouts, liquidations and the secondary market. 

At JRB, Rebecca Mendoza is joined by an experienced, dedicated team of SBA and business lending professionals serving lenders across the country. Celebrating 22 years of serving the business lending community, J.R. Bruno offers a full range of services, with a specialty in SBA lending. “The most gratifying thing about my work at JRB is knowing that I give our clients more knowledge and understanding of a program I’m passionate about: SBA,” says Mendoza. 

VETERAN SBA LENDER, LYNN JOHLER, JOINS FREEDOM BANK TEAM
Freedom Bank announces the hiring and appointment of Lynn Johler, a well-known veteran Small Business Administration (SBA) lender, as Senior Vice President to the bank’s commercial lending team. Ms. Johler will spearhead Freedom Bank’s SBA lending programs, bringing her depth of knowledge and skill to assist the bank in growing this vital business. 

Chief Executive Officer, Cathy P. Swanson, commented, “We are so proud to have Lynn on our team. Her extensive knowledge of SBA lending and the local market are a perfect fit for our bank.” Swanson stated Freedom Bank focuses on small to mid-size businesses and professionals within the St. Petersburg area and surrounding markets. “We view Lynn’s role as critical to delivering a well thought out SBA strategy to benefit our clients.” 

Prior to joining Freedom Bank, Johler held a similar role at Centennial Bank, formerly Bay Cities Bank and Synovus Bank, formerly United Bank. She has over 40 years of banking experience in the Tampa Bay market. Lynn received a Bachelor of Science degree from the University of South Florida and has completed numerous lending and professional programs.

New Addition to The banc-serv Team!
banc-serv PARTNERS is pleased to welcome the addition of Karen McHugh as the company's Manager of Training and Partner Development. Karen will join our team as we continue to develop successful new and existing partnerships across the country. In addition, she will help banc-serv develop long-term strategic goals and provide vision for the continued growth of banc-serv and our partners.

Karen brings with her over 25 years of SBA and banking industry experience, as well as a wealth of knowledge and a proven track record of success in specialized areas including SBA loan audits, policy and procedure, credit underwriting, and eligibility. In addition, Karen served as the EVP/Chief Operating Officer of NAGGL for over 10 years. During her time at NAGGL, she designed instructional courses, provided technical assistance to lenders, and advocated on behalf of SBA lenders to SBA policy makers.

Unity Bank Promotes Kathleen Hay to Vice President/SBA Business Development Executive
Clinton-based Unity Bank has promoted Chester resident Kathleen Hay to Vice President/SBA Business Development Executive. She joined Unity Bank in 2011 and has served as Assistant Vice President/Commercial Loan Closer and Vice President/Loan Closing Manager for the bank’s growing Small Business Administration (SBA) lending program.

“Kathleen has more than 12 years of SBA experience and she has helped Unity become one of the top SBA lenders in New Jersey,” said Unity Bank President & CEO James A. Hughes. “With an extensive background in lending at community, regional and national banks, she provides customers with valuable guidance throughout the finance process. Kathleen’s promotion is well deserved and we wish her continued success in serving clients throughout New Jersey and eastern Pennsylvania. ”

Jason White Joins Bank of the West as Vice President, SBA Business Development Officer
Bank of the West announced today that Jason White has joined the company as vice president, SBA Business Development Officer. In this new role, White is responsible for providing SBA lending on commercial real estate and business acquisition/partner buyout projects in Utah and the Colorado Western Slope.

White has more than 15 years of SBA lending experience and previously served as vice president, SBA Business Development Officer for Wells Fargo Bank, N.A. Over the course of his career, White has developed extensive expertise in working with small businesses to develop financial strategies that align with their growth initiatives.

White, a resident of Draper, Utah, received his Bachelors of Science in Finance from the University of Utah.

Long-time Heritage Bank client, Northwest Etch, recognized by the U.S. Small Business Administration
March 7, 2016 - Heritage Financial Corporation, the parent company of Heritage Bank, announced a long-time Heritage Bank customer, Northwest Etch, was recently honored by the U.S. Small Business Administration (“SBA”) for their use of SBA Export Loans to expand their business and export capabilities.

The following members of the SBA along with the Heritage Bank team were on-site at Northwest Etch to honor their contributions to the SBA program: Maria Contreras-Sweet, current Administrator of the SBA, U.S. Congressman Derek Kilmer, District 6, Calvin W. Goings, SBA Regional Administrator for Washington, Oregon, Idaho and Alaska, Mark Costello, Supervisory Lender Relations Specialist for the Seattle SBA District Office, Christine Heckert, Senior Vice President and SBA Loan Manager of Heritage Bank, Nigel English, Senior Vice President and Regional Commercial Lending Manager, and Heath McLellan, Vice President and Commercial Loan Officer.

After a screening and evaluation process that included Mr. Costello, Mr. Goings and Mr. Kilmer, Northwest Etch received word that the head of the U.S. SBA, Ms. Maria Contreras-Sweet wanted to tour their facility. Ms. Maria Contreras-Sweet was eager to hear about how the business has grown from a small family-owned etching business into the manufacturing operation that it is today – specializing in photo etching and photo chemical machining, serving a wide variety of industries within the United States. During the visit, Northwest Etch was presented with a certificate in recognition of their contribution as a small business creating jobs in the State of Washington and inspiring the entrepreneurial spirit of the nation.

Mr. Bryan McDonald, Executive Vice President and Chief Lending Officer, commented, “We are pleased to see our customer be honored with this national recognition. Heritage Bank has recently been named again as the Washington State Small Business Administration (“SBA”) Community Lender of the Year, the number one SBA 504 lender and received various other lender recognition awards for our contributions to small business lending. ”

Union Bank Strengthens Orange County SBA Lending Team 
Industry veterans Harvey Torres, Greg Dill and Gwen Pickering join the bank’s growing SBA group

March 9, 2016 – Union Bank today announced that Harvey Torres and Greg Dill have joined the bank as vice presidents and business development officers for the Small Business Administration (SBA) lending group. In their roles, they offer financing solutions to small business owners with both the SBA and conventional business-use real estate lending programs. The SBA group also recently welcomed industry veteran Gwen Pickering as a sales associate to support Torres and Dill. The trio is based in Orange County, where each reports to Managing Director Kirsten “Didi” Hakes, head of the bank’s SBA Lending group. 

“Our growth plans include increasing loan volume, and we’re expanding our SBA team to efficiently manage that growth and are thrilled to have Greg, Harvey and Gwen join our team,” said Hakes. “Their experience serving a wide variety of borrowers, combined with their extensive knowledge of SBA 7(a) and SBA 504 loan programs, enhances our dedicated SBA team as we continue to support small business owners throughout Southern California.” Business Banking plans to hire more than a dozen SBA business development officers by the end of 2016.

With two decades of experience, Torres has been a market leader in SBA and commercial real estate lending. Serving the Southern California market with a strong emphasis on Orange County and the Inland Empire, he most recently spent five years as a vice president of SBA lending for Bank of the West in Newport Beach. He also worked as a vice president for Plaza Bank based in Irvine and for CNL Commercial Finance of Mission Viejo (CNL subsequently evolved into Lehman Brothers Small Business Finance). While at Lehman Brothers, Torres had numerous responsibilities, from business development to ultimately serving as a senior vice president and chief sales officer.  Torres began his career in real estate lending with Bank of America in 1996. An Orange County native, Torres earned a Bachelor of Arts in business administration with a finance emphasis from California State University, Fullerton.  

Dill brings nearly 20 years of experience to his position and has also become a top advisor for SBA and commercial real estate lending throughout Orange County and the Inland Empire. Previously, he worked for Bank of the West, increasing the company’s SBA lending throughout Southern California, and also for Plaza Bank in Newport Beach.  For more than five years, Dill lived and worked abroad throughout Europe, Latin America, Asia, and Africa. He also served as a capital markets manager at CNL Commercial Finance (subsequently Lehman Brothers Small Business Finance). Raised in Orange County, he serves on the board of the Greater Southern California Chapter for CCIM (Certified Commercial Investment Members) and is a member of the NAGGL (National Association of Government Guaranteed Lenders) Large Lender Committee. Dill holds a bachelor’s degree from Duke University and a master’s degree from MIT’s International Logistics Program in Spain.  

For more than 20 years, Pickering has worked in the real estate industry, with an emphasis on SBA commercial real estate lending, title and escrow. Prior to Union Bank, she spent five years at Bank of the West, where she earned the coveted “Excellence Award” for three consecutive years while supporting the bank’s top producers. During the late 1990s, Pickering worked for The Money Store, handling processing and closing and later served as a sales associate, where she was instrumental in the success of various President’s Club recipients.

Terry Kemp Joins American Business Lending
September 21, 2015--American Business Lending, Inc., a Dallas based, non-bank participant in the Small Business Administration (SBA) 7(a) lending program, announced that Terry Kemp has been hired as Vice President of Business Development. Kemp will be based in Atlanta, Georgia, and will originate new SBA 7(a) loans on a national basis. Kemp has more than 25 years experience in SBA, residential and commercial banking operations for mid-to-large financial institutions and the federal government, as well as more than 10 years experience in credit analysis, financial modeling, commercial and residential underwriting and business development. Most recently, he served as President at TMI Finance Consultants in Marietta, Georgia, where he led consultation for clients seeking financing for commercial real estate owner-occupied business loans. “Terry is an outstanding loan originator for SBA - 7a, 504, commercial real estate, owner occupied and investment loans, condo and CMBS loans,” said ABL CEO Charlie Bell. “We are pleased to add such a well-rounded, experienced and successful professional to our team at American Business Lending." Kemp earned a BA in Economics and Government from Oberlin College, a Masters in Public and Private Management from Carnegie-Mellon University and currently holds a certificate from the Harvard Law School Program on Negotiations.

Pinnacle Bank Hires the Dynamic SBA Team of Brad Lebsack and Rebecca Wang
September 8, 2015--Pinnacle Bank announced today the hiring of Brad Lebsack as senior vice president, SBA senior relationship manager and Rebecca Wang as vice president, SBA loan officer. "We are so pleased that Mr. Lebsack and Ms. Wang have joined the Pinnacle Bank Team. Brad and Rebecca bring a strong SBA expertise, outstanding performance history and an extensive network. We look forward to partnering with them as we take our SBA lending to the next level," stated Susan K. Black, President and Chief Executive Officer. Mr. Lebsack has been in banking for over 27 years.  Prior to joining Pinnacle Bank, Brad held vice president positions at Pacific Bay Bank and Valley Community Bank in the East Bay. In 2007 Brad joined Focus Business Bank as a senior vice president and SBA department manager. He was responsible for starting their SBA division and he managed a portfolio of over $150 million. Mr. Lebsack attended Humboldt University and earned a degree in Finance. Ms. Wang began her career at Bridge Bank as a credit analyst. In 2006 she became a senior credit analyst/underwriter with United Security Bank (Legacy Bank). In 2007 Rebecca joined Focus Business Bank as assistant vice president, SBA and commercial loan offer.  Ms. Wang graduated from Menlo College with a degree in International Business Management. "We are excited to be working with the banking professional at Pinnacle in expanding the existing SBA loan program and providing SBA guaranteed financing throughout the community," stated Brad Lebsack.

Scott Coleman Joins Fidelity Bank as SBA BDO
September 3, 2015--Fidelity Bank is pleased to announce that SBA loan expert Scott Coleman has joined the company as SBA Business Development Officer. In his new role, Coleman is responsible for business development efforts in the Greater Atlanta area. Scott Coleman Fidelity BankColeman brings more than 20 years of experience in Commercial, SBA and USDA lending. His commercial expertise includes government lending, commercial lending, business development, and underwriting. Throughout his career, he has dealt with small business owners in the areas of SBA lending, commercial real estate and equipment finance. Before joining Fidelity Bank, he served as Vice President, Small Business Lending at Square 1 Bank. Previously, he served in different business development roles, including as Business Development Officer at Quantum National Bank; and Vice President, Business Development both at Onyx Capital Group and Wells Fargo. He has had other leadership roles at Banco Popular, JPMorgan Chase, and IBM. Coleman obtained a Bachelor of Science degree in Finance and Marketing from the Lindner College of Business at the University of Cincinnati. He is a member of the Georgia Lender’s Quality Circle and is a board member for Georgia Certified Development Corporation.

Seacoast Commerce Bank Names Nancy Russell SBA BDO
August 25, 2015--Seacoast Commerce Bank announced the hiring of Nancy Russell as Senior Vice President and Small Business Administration Business Development Officer. She will be based in the Bank’s office in Glendale, California. Nancy Russell Seacoast Commerce BankRussell brings more than 29 years of SBA experience, with an extensive background in

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SBA Lender Leadership Summit