November 3, 2022
Coleman Movers & Shakers – Kelly Jackson, Brian Evans, First Business Bank SBA Team, and TMC Financing
Kelly Jackson joins First Bank of the Lake as SVP, SBA Healthcare and Commercial Real Estate West Sales Manager
“Kelly is a top performer who has proven to be a trusted advisor to his clients. His years of experience and professional expertise is just what we need to continue to grow the bank’s SBA lending portfolio. We are excited Kelly has joined our team,” states Annemarie Murphy, EVP, President of SBA Lending at First Bank of the Lake.
In this role, Jackson will mentor and be the team lead in Healthcare and Commercial Real Estate Lending for First Bank of the Lake and responsible for originations of SBA financing solutions for medical professional practices in the western United States. Jackson joined First Bank of the Lake’s SBA team in August 2022. He has over 22 years of experience in the financial services industry with the most recent 17 years in SBA origination, specializing in healthcare lending. Jackson earned a bachelor’s degree in business administration from Gannon University in 1998.
“In my role as an SBA Business Development Officer, I utilize my many years of experience to develop lending solutions that address the opportunities and challenges my clients face,” states Jackson. “With the backing of First Bank of the Lake and my commitment to responding to my client’s objectives, I am able to help healthcare businesses succeed.”
First Bank of the Lake Announces Brian Evans as VP, SBA CRE Business Development Officer
“We are thrilled Brian has joined our team,” states Annemarie Murphy EVP, President of SBA Lending at First Bank of the Lake. “By bringing him on board we have deepened our team’s ability to bring a unique perspective and expertise in commercial real estate lending. Brian’s prior knowledge and proven track-record is just what we need to continue to grow the bank’s SBA Lending portfolio.”
In this role, Evans will be responsible for commercial real estate lending growth by capitalizing on his extensive knowledge and relationships in the commercial lending arena. Evans joined First Bank of the Lake’s SBA team in October 2022 and has over 30 years of SBA Lending experience. He specializes in SBA 7(a) lending including Commercial Real Estate purchases and refinances, ground up construction, expansions, start-ups, business acquisitions and partner buy-outs. Evans graduated from the California State University, Chico in 1992 with a BA in Phycology and a BA in English. He also has an Associate in Arts degree in film from City College of San Francisco.
“Being in the industry for so long gives me an edge to understand my client’s needs and expectations. I put my years of experience and creativity to work helping entrepreneurs grow their business and helping them succeed. In my role as an SBA Business Development Officer, my client’s success is of utmost importance to me,” says Evans. “I am eager to apply my SBA and USDA knowledge with meaningful lending solutions for businesses.”
First Business Bank’s SBA Team Welcomes New SBA Lending Experts
“As our SBA team continues to set records for our company, it’s really all about the number of small businesses we’re able to help as they navigate this changing economy and many competing challenges,” says Marty Ferguson, Managing Director of SBA Lending at First Business Bank. “It’s an exciting time to add these talented and hard-working individuals to our team. I know they will maintain and grow the high standards we expect for our clients.”
First Business Bank’s SBA team is pleased to welcome several new team members with outstanding experience. Named a nationwide top-100 SBA bank by loan volume, First Business Bank’s SBA team continues to grow with the success of its business model serving clients consistently with timely communication, industry expertise, and other benefits that come from working with an SBA Preferred Lending Partner.
New additions to our SBA Lending staff include:
Brian McClendon, Vice President – SBA Lending, has financed more than $300 million in SBA-guaranteed loans during his more than 25 years in SBA Lending and has been recognized as a top producer by the SBA’s San Diego District Office.
Brandon Prather, Vice President – SBA Lending, has more than 20 years of experience in Commercial Banking, most recently focusing on SBA Lending for the past 12 years. Brandon graduated from Western Kentucky University.
DeAngelou Stevenson, Vice President – SBA Lending, joins First Business Bank’s SBA Lending team with more than 10 years of experience in banking and four years of experience in SBA Lending. DeAngelou’s expertise includes franchise lending.
TMC Financing Remains the Nation’s #1 SBA 504 Commercial Real Estate Lender
“We’re thrilled to produce such outstanding results for two consecutive years,” says Barbara Morrison, Founder and President, TMC Financing. “2021 was a record-breaking year for us but in 2022 we managed to approve 30 percent more in SBA 504 financing. While the totals are incredible, the real joy stems from the small business that we have helped grow.”
For the second year in a row, TMC Financing is the No. 1 U.S. Small Business Administration (SBA) 504 lender in the nation. In fiscal year 2022, which ended September 30th, TMC Financing approved 467 SBA 504 loans, totaling $587 million in SBA 504 financing. The number of loans approved by TMC Financing surpasses every other SBA 504 lender in the U.S.
TMC Financing, a non-profit mission-based lender, administers below-market, fixed-rate loans to small business owners to purchase, construct, or refinance fixed assets, such as commercial real estate and equipment.
The loans approved by TMC Financing in fiscal year 2022 are projected to create 4,953 jobs.
TMC Financing was also the top SBA 504 lender in the Arizona Market, with 87 loans approved for over $100 million.
“Fiscal year 2022 was our first full year operating in Arizona,” explains Morrison. “It’s amazing to make such an impact on the Arizona small business community right out of the gate.”
Since its founding in 1981, TMC has secured more than $10 billion in SBA 504 commercial real estate financing for 6,000 small businesses. As a result of the financing, these small businesses have created over 60,000 jobs.