Coleman Movers & Shakers – Nickolas Uhan, Rod Banks, Jr., Ian Williams, Daniel Munoz, Yomi Anthonio

August 23, 2018

Coleman Movers & Shakers – Nickolas Uhan, Rod Banks, Jr., Ian Williams, Daniel Munoz, Yomi Anthonio

By Bob Coleman
Editor, Coleman Movers & Shakers

Opus Bank, Arizona expands Commercial Banking Team, adding Nickolas Uhan, Managing Director, Senior Client Manager and Rod Banks, Jr., Director, Client Manager

“We are pleased that Nick and Rod have joined Opus’ Arizona Commercial Banking team,” says Jim Haney, Executive Vice President, Head of Commercial Banking. “Both are highly regarded banking veterans, each with a unique depth and breadth of experience structuring, originating, and underwriting asset-based, working capital, commercial real estate, and syndicated transactions, as well as delivering tailored treasury management solutions for middle-market companies, entrepreneurs, and business owners. I believe their experience will prove to be a significant differentiator as we expand our Commercial Banking coverage in the vibrant and diverse Phoenix metropolitan market.” Haney adds, “I look forward to having the additional banker coverage in the Phoenix market and building upon the success Opus has already achieved having funded nearly $500 million of loans in the region in just the last three years.”

Uhan holds a Bachelor of Business Administration from the University of Wisconsin-Milwaukee, in addition to a Master of Business Administration from the W.P. Carey School of Business at Arizona State University. He is an active and long-standing member of the community, previously serving with Junior Achievement of Arizona, Arizona Humane Society, a member of the Board of the American Lung Association-Arizona and Habitat for Humanity.

Rod Banks, Jr., comes to Opus from RBI Private Investment, serving as a principal, overseeing all liquid fund management. Previously, Banks served with Centerstone SBA Lending, Inc. as Senior Vice President, Business Development Officer, responsible for developing new, nationwide SBA 7A lending opportunities.

Banks holds a Bachelor of Science in Finance from the Eller School of Management at the University of Arizona.

Harvest Small Business Finance, East Coast Hires Ian Williams

“We are very fortunate to have Ian Williams join Harvest on the East Coast,” says both Todd Massas and Adam Seery, Co-Managing Directors and COOs for Harvest.

Ian Williams will focus on asset management, commercial real estate acquisitions, transaction management and financial structuring.

Williams has been a dedicated staple in his Connecticut community serving as a football and basketball coach, advisor and mentor and regularly participates in the funding of local charities. He actively serves as a Board of Director of the Hamden, CT Chamber of Commerce, in addition to a member of the executive board of the Hamden Pop Warner Football Association.

CDC Small Business Finance Expands Lending in Orange County and Bay Area with Additions of Daniel Munoz, Loan Officer, and Yomi Anthonio, Loan Officer, to 504 Team

In his new role, Munoz will work with bankers, commercial real estate brokers and small, market-specific business owners on the SBA 504 program in the Orange County area. An 11-year commercial lending veteran, Munoz joins CDC from Bank of America, Covina, where he served as Vice President and Small Business Banker. He also served Chase Bank in Buena Park as a Business Relationship Manager.

Yomi Anthonio will provide information regarding the SBA 504 program to bankers, brokers and small business owners in the Bay Area. Additionally, he will work with community banks, small business development centers (SBDC) and entrepreneurs to provide working capital loans up to $250.000. Prior to joining CDC, Anthonio, also an 11-year commercial lending veteran, served as both a commercial loan officer, bank manager and business banker for the Wells Fargo Bank in San Jose.


Upcoming SBA Lending Professional Industry Events

FLAGGL Small Business Lenders Conference, August 20-22, Orlando

Rural Community Infrastructure P3 Roundtable, August 28, Atlanta

Tennessee Small Business Lenders Conference, September 12-14, Nashville
Associate SBA Administrator, William Manger to Keynote

Lend360, October 8-10, Chicago

National Alliance of Commercial Loan Brokers, October 16-18, Miami

Add Restaurant Finance & Development Conference, November 12-14, Las Vegas

11th Annual Secondary Market Summit, December 4, Washington D.C.

Upcoming Webinars

How to Prepare the SBA Credit Memo Under the SBA SOP 50 10 5 (J), Wednesday, August 29, 2018

Coleman’s 6th Annual Gas Station/C-Store SBA Financing Webinar, Wednesday, September 5, 2018

NEW!! SBA 7(a) Deferments, Workouts and Loan Modifications Webinar
Date: Wednesday, September 19, 2018

Upcoming Training

Coleman’s Certified SBA Loan Training — Fall Quarter Trainings: Register Now!

Now! You can manage your Coleman Report emails here.