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New Member Highlight
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New Member Highlight
member success stories | member news

Each month, we'll introduce you to one of our newest NAGGL members and find out what they find most valuable about NAGGL membership.


I joined NAGGL to reach more lenders so that their borrowers have access to MassMutual as a resource to make life insurance collateral assignment quick & easy. Working together, we can help lenders close loans faster as I work to assure a timely process. I offer a concierge level of service to lenders when life insurance is appropriate collateral for a loan – typically completing the process within 7 to 10 business days – or sometimes as little as 72 hours!! 

Lenders tell us that they like to recommend us as a resource to their borrowers:
  SPEED - Expedited application, underwriting & assignment; usually 7-10 days.
  VALUE -  Competitive rates without compromising quality.
  SERVICE -  Simple process - hassle free for lender and borrower.
  CREDIBILITY- MassMutual has been serving clients for 165 years

If there is any way we can support you closing loans in your pipeline please do not hesitate to call me at 214.693.3680 or email at 

CBC + SBA = Better Banking Through Relationships. CBC National Bank is a Preferred Lending Partner (PLP) for Small Business Administration (SBA) loans. That means business owners can obtain loans faster, with less money out of pocket. CBC is a $620 million community bank, headquartered in Amelia Island, Florida, serving the Southeast. One of its most unique services is provided by its SBA division, which caters to small business owners, providing loans for real estate purchases, business acquisitions, construction, expansion and many other purposes. An SBA loan definitely has its benefits. What sets CBC’s SBA division apart is its mission to build relationships with its clients, providing them with a positive, transparent borrowing experience. CBC has a defined process spelled out, setting expectations on day one when first meeting  a client. We walk clients through the process from beginning to end, and have closed SBA real estate loans in as little as 21 days. Our average loan process takes 52 days from beginning to end.  

During fiscal 2015, CBC National Bank was recognized as the No. 1 community bank lender headquartered in the North Florida district for both dollar amount and number of loans. Also ranking No. 2 in the South Florida district and the state, CBC was ranked the 69th most active lender in the nation. With their clients, they create an experience; they build relationships; they build businesses. It’s their culture; it’s their brand.

Backed by a team of Senior Environmental Professionals, ERS - Environmental Record Search has been in the industry for over 25 years. We provide the most accurate, reliable, and up to date Environmental Radius Search Reports that are used as risk management tools for Risk Determinations, Environmental Screenings, Portfolio Screenings, Life of Loan Environmental Risk Monitoring, SBA Lending, and much more for all properties nationwide. Some of our reports include Environmental Risk Summary Report, LenderCheck, SBA Records Search with Risk Assessment (RSRA), Transaction Screens, and Certified LenderCheck Review. All reports are EPA, SBA, HUD, FDIC, and ASTM compliant. They can also be customized to fulfill your Environmental Risk Reduction Policies. Learn more at  

ERS-Environmental Record Search is excited to be a member of the NAGGL network because of the value and resources that come with being part of such a remarkable organization.

Goodman Law PLLC, and its principal Jeremy M. Goodman, represents financial institutions in various government-guaranteed lending matters including civil litigation, bankruptcy, workout and restructuring, creditors’ rights, and financial institution regulation. A focus of their practice is advising financial institutions regarding liquidation and servicing of SBA guaranteed loans and compliance with relevant SOPs.  
Jeremy’s legal advice is informed by his practical banking experience, having worked as a senior-level banker in various divisions of Bank of America and Wells Fargo. Additionally, he is a graduate and former executive student advisor of the Pacific Coast Banking School at the University of Washington—the Nation’s premier national graduate school of banking. This practical perspective is key to Jeremy’s ability to counsel and interact credibly with institutional clients on sophisticated matters.

We are grateful for the opportunity to join and actively participate in NAGGL, the most critical industry association providing expertise and support to SBA lenders and industry participants.

Horizon is a community bank with 50 offices serving Northern and Central Indiana and Central and Southwest Michigan. Our focus is to anticipate and fulfill customer needs with exceptional service and sensible advice. This philosophy is what has kept us operating under our original charter and growing stronger than ever since 1873.

We offer a full range of personal and commercial products including checking, savings, loans and investment services.

Horizon is an SBA preferred lender and has been recognized by American Banker since 2008 as a top performing community bank.

“Horizon is proud to become a member of NAGGL.  We plan to take advantage of the numerous training and educational opportunities, which will help us develop improved policies and procedures, and assure compliance with SBA policy.  We also greatly appreciate the advocacy provided by NAGGL for the benefit of its members.”  - Scott L Ellison, V.P. Gov. Loan Program Manager

IBERIABANK started in 1887, in New Iberia, Louisiana and for over 125 years has focused on growth and a commitment to the communities we serve. Today, IBERIABANK continues that dedication by meeting the needs of its clients through comprehensive financial services which include Retail, Commercial, Business Banking, SBA Lending, Private Banking, and Mortgage. IBERIABANK provides services to clients through an extensive network of bank locations throughout the Southeast. Through a market-centric approach, IBERIABANK is able to create, foster, and preserve client and community relationships at a local level. SBA loans are yet another product in the IBERIABANK suite available to provide thoughtful and customized solutions to its business customers.

We are glad to be a member of NAGGL and look forward to taking advantage of its extensive training courses and benefitting from its advocacy as we continue to grow as an SBA lender. – David Lipscomb Senior Vice President; Director of SBA Lending

Burns, Henry & Kirksey, P.C. (“BHK”) is a Cleveland, Tennessee based law firm and ALTA Best Practices Certified title company that provides settlement services to lenders, realtors, buyers, and sellers in the State of Tennessee. Since 1992, BHK has handled thousands of transactions from simple residential purchases to complex commercial developments.  Our attorneys focus primarily on Real Estate Transactions, Closing Services, Estate Planning, Business Formation, and Tax Planning.  Over the past five years, BHK has successfully closed more than $20 million of SBA loans.  We are looking forward to serving lenders and buyers across Tennessee by acting as counsel for lenders and borrowers and providing settlement services for SBA Closings.

First American Bank was founded in 1903 in Artesia, New Mexico. We are one of the oldest independent community banks in the state and with 1.1 billion in assets; we are also one of the largest. Our focus is small business and commercial banking customers. We offer a full spectrum of financial services for both small and large businesses with local expertise only a community business bank can deliver. We are a recognized leader in SBA lending, locally in our communities, New Mexico and the nation. We were proudly named "2011 National Community Rural Lender of the Year" by the Small Business Administration (SBA).

Russell Dillon, First American Bank Vice President, Guaranteed Loans says, “First American Bank is grateful for the opportunity to be a member of NAGGL and appreciates the expertise that they provide to lenders who are committed to the various SBA lending programs.”

Bangor Savings Bank is excited to join NAGGL. With more than $3 billion in assets, Bangor Savings Bank offers retail banking and investment management services as well as comprehensive commercial, corporate, payroll administration, merchant services, insurance, and small business banking services throughout a network of branches across Maine. “As one of Maine’s largest community banks, Bangor Savings Bank is fully committed to the Maine community, and we recognize the important role we play in serving as a partner to hundreds of small businesses throughout our state. Our efforts have been recognized by the SBA, naming Bangor Savings Bank as top lender in Maine for the past five years. Choosing to partner with NAGGL provides us with the expertise and support needed to continue to deliver the most innovative small business lending solutions to Maine businesses,” said Gary Quintiliani, Senior Vice President and Director of Commercial Banking.

As the largest online marketplace for SBA 7(a) loans, SmartBiz is thrilled to join NAGGL.  SmartBiz launched in Fall 2013, and has already processed over $2 billion in SBA loan applications. The SmartBiz platform provides banks automated underwriting customized to match their credit policy, as well as origination software that makes loan closing fast and easy. An online application enables automated referral and packaging of loans for small businesses. The SmartBiz marketplace currently has several innovative PLP lenders originating on it. SmartBiz makes SBA loans easy. Learn more at

Citizens Bank of Elizabethton, Tenn. is excited to announce its new lending subsidiary, Acclivity Financial, which will focus on SBA and Department of Agriculture Rural Development (USDA) loans nationwide. Acclivity’s senior management team has worked together seamlessly for 15 years. 

Danny Preston will serve as Acclivity’s president and CEO. A former senior vice president at Fidelity Bank of Atlanta, Danny is a founding board member of the Georgia Lenders Quality Circle and a member of the National Association of Government Guaranteed Lenders (NAGGL). Senior management will also include former Fidelity Bank executives Russell Bryan and Gregg Sherrington. 

Acclivity currently has business development officers in four states: Dale Bowling in Tennessee, Emily Patch in Georgia, Dave Moore in Virginia and Anil James in North Carolina. It is poised to triple its staff by the end of 2016, bringing innovation and efficiency to the lending process as it grows.

“As a new NAGGL member, The Bank of Tampa is proud to support an organization dedicated to helping SBA lenders and their small business clients.  Small business is the engine that drives the US economy, and we appreciate all NAGGL does as an advocate for our industry.”

For more than 30 years, The Bank of Tampa has maintained a focus on building relationships with local owner-managed businesses and professionals, giving us an insight into our community that is unmatched by other banks. We offer the same range of financial services found at larger institutions, but with one important difference: we take the time to get to know our clients and their financial objectives. We help them achieve their goals so they can focus more on what they do best while we streamline their efforts by doing what we do best. To our clients, this further magnifies what it means to have a close, personal, valuable relationship with a reliable banker they know they can depend on when needed. 

With assets in excess of $1.3 billion, The Bank of Tampa is the largest independently-owned bank in Hillsborough County and one of the largest in Tampa Bay.  In addition, our trusted banking professionals average more than 20 years of banking experience, all here in the greater Tampa Bay area.  We specialize in commercial financial services, personal financial services, and wealth management services in a highly personalized and responsive manner, all in a private banking environment.  Our commitment to providing clients with the finest level of personalized relationship banking services is evident from the first meeting.  

We build relationships. This simple philosophy is the key to our strength and stability.

Level One Bank is a full-service commercial and consumer bank owned and managed in Farmington Hills, Michigan. Level One was created in 2007 by a team of local business leaders and passionate bankers. Their vision was to provide a better way to bank for the communities of Southeast Michigan, with the sophisticated products of a large bank and the personal attention and local decision making of a community bank.

Level One’s success has been recognized locally and nationally - named Community Lender of the Year and Export Finance Lender of the Year by the U.S. SBA, one of SNL Financial’s Top 100 Performing Community Banks, Inc. Magazine’s list of 5,000 Fastest Growing Private Companies in America, and one of Metro Detroit’s 101 Best & Brightest Companies to Work For.  The Bank has a 5-Star rating from BauerFinancial.  

“Level One Bank is proud to be a new member of the NAGGL network.  We’re thankful for everything they do to support SBA lenders which enables us to better serve local business owners,” said Jeff Talicska, Vice President, Small Business & SBA Lending Manager at Level One Bank. Learn more at

In 2006, we set out to form a community bank built on dedication to our clients, respect for our community, i

ntegrity in all practices, and solid teamwork. It was these principles and practices that allowed us to grow despite the economic uncertainties during the recession. Originally ten, today we are proud to be one of only three remaining Pierce County-headquartered banks.  

At Commencement Bank, we offer deposit and lending services that are tailored exclusively for your business. Our experienced lenders work diligently with each client to understand their financial goals and to provide them with products and services to fit their specific business needs. We are proud to offer cash management and full deposit services along with traditional lines of credit, equipment, commercial real estate, and SBA 7(a) and 504 loans, to name a few.

“Commencement Bank is honored to be recognized as a new member of NAGGL. By joining this esteemed network of advocates for the SBA lending program, it has allowed us to further support and empower business leaders in our community,” said John Manolides, Executive Vice President and Chief Credit Officer.

Benesch is a business law firm with offices in Cleveland and Columbus, OH: Hackensack, NJ; Indianapolis, IN; Wilmington, DE and Shanghai, China. Our Real Estate & Environmental Practice Group and Commercial Finance & Banking Practice Group integrates seamlessly to provide companies and individuals with a full range of legal representation and counsel in connection with all aspects of their banking and real estate needs. We represent lenders, financial institutions, landlords, tenants, owners, developers, and borrowers in business and real estate acquisitions, development, financing, leasing and management of real property. In addition, we focus on an array of SBA related matters such as eligibility, loan documentation and the Tab 10 binder to name a few, in our effort  to help our clients.

General Electric Credit Union (GECU) was chartered in 1954 for the employees of General Electric Aircraft Engines. Since then, GECU has grown into one of the largest credit unions in the State of Ohio. GECU primarily serves 24 counties in Southwest Ohio, Northern Kentucky and Southeast Indiana.  GECU is a nationally ranked financial institution earning a “5 Star Superior Performance” rating through Bauer Financial for 25 years and counting.

GECU has always remained true to the credit union philosophy of “People Helping People” by offering a straight-forward program without the hidden fees or high closing costs.  The decisions made in loan structuring and processing are focused on our member-owners interest at hand.

“I am excited to be a part of NAGGL and value the resource of such an extensive network”, Abby Doench Business Loan Development Specialist.

PetroCal Associates is a full service commercial real estate firm offering financing, consulting, and brokerage services to the car wash, gas station, and convenience store industries. Our client base includes borrowers of all sizes, from single site operators to regional chains with over one hundred locations. We connect lenders with borrowers seeking financing for acquisitions, refinances, ground up construction projects, and renovation projects ranging in size from $750,000 – $10,000,000 using a variety of lending programs including SBA 7(a), SBA 504, USDA B&I, bridge loans, and conventional commercial structures. Additionally, our real estate brokerage services include buyer and seller representation in the purchase and sale of gas station and car wash properties and businesses in California.
We feel privileged to join NAGGL and the association of individuals and organizations committed to furthering the lending needs of small business owners throughout the United States.

With a footprint that spreads from the Canadian border of Western Washington down the coast of Northern Oregon, Bank of the Pacific is a Community Bank headquartered in Aberdeen, WA.  Bank of the Pacific has 20 retail offices and 7 commercial banking centers which includes expansion into the Vancouver, Salem, and Tacoma markets.   With total assets of more than $750 million, Bank of the Pacific has completed a transition to new leadership with the announcement of  Denise Portmann, as the Chief Executive Officer and President in 2013.
To emphasize the bank’s commitment in SBA lending, the Bank established PLP status to further create a dynamic environment which allows our loan officers the ability to fulfill the lending needs of all businesses.  The Bank was thrilled to see the Seattle Chapter of the SBA honor long time Bank customer,  Mark Eggen of Hop Jacks with the Entrepreneurial Success Award winner in 2015, following a recommendation from their Relationship Manager
We are excited about our new membership with NAGGL and belonging to a unified voice that supports the SBA program and serves as an advocate for all SBA lenders.   The resources that NAGGL provides will prove invaluable as Bank of the Pacific continues our strategy of growing our SBA portfolio and our commitment to lend to the businesses in our community. – Brian Salva Senior Vice President; Commercial Banking Manager

Since its inception in February 2015 by some of the most experienced SBA lending executives in the industry, Fountainhead Commercial Capital has quickly become one of the nation’s premier non-bank SBA 504 lenders.  Fountainhead launched FastTrack 504™ as its secondary market program to allow banks, credit unions, and non-bank lenders/brokers to fully outsource SBA 504 loans on commercial property.  Fountainhead pays premiums to referring lenders, offering them non-interest income opportunities.
Fountainhead enables banks and credit unions to keep their borrower relationships, while at the same time, offering their customers commercial real estate loans they could not otherwise originate due to legal lending limits, construction, or other loan policy constraints.
“I’ve been a proud member of NAGGL in the past and appreciate all they do for SBA lenders and America’s small business borrowers,” stated Rob Herrick, Executive Vice President.

Redwood Capital Bank is headquartered in Eureka, California with three branches serving the Humboldt County market.  Since inception in 2004, Redwood Capital Bank has grown to over $293 million in assets and remains proud to be the local choice for banking and lending. 

Redwood Capital Bank has received the designation of Super Premier Performing from The Findley Reports, as well as a 5-Star rating from Bauer Financial.  In 2014, Redwood Capital Bank was awarded the designation as a “Best Bank to Work for” by American Banker Magazine. 

Redwood Capital Bank has repeatedly been recognized as the top Small Business Administration (SBA) lender in Humboldt County.  The bank received the Preferred Lender Program (PLP) designation with SBA in 2010 and continues to offer several SBA options to businesses for expansion, acquisition and other financing needs.

“Tammy Brown, Chief Credit Officer stated, “Redwood Capital Bank is grateful to be a part of the NAGGL network and appreciates their advocacy on behalf of SBA lending programs.”

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