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Coleman Movers & Shakers — Sound Bank, Shannon Jefferson, and Steven Hoschak

August 22, 2019

By Caity Witucki
Contributing Editor, Coleman Movers and Shakers

Coleman Movers & Shakers — Sound Bank, Shannon Jefferson, and Steven Hoschak

Sound Bank Receives Preferred Lender Status

The Sound Bank SBA program continues to gain momentum as it adds employees and achieves national recognition. The organization recently received its Preferred Lender Status from the Small Business Administration.

“We are excited and honored to receive this prestigious status which allows us to provide superior service to our small business customers,” says Chris Kwiatkowski, Director of Government Guaranteed Lending for Sound Bank. “Speed to market is a critical component of our servicing model and achieving this status enhances our ability to be a premier SBA lender.”

Shannon Jefferson Acquires AGEX Financial and Rebrands Company as Lyra Lender Services

Shannon Jefferson, a national SBA lending expert, has acquired AGEX Financial and rebranded the firm with a new name, fresh logo, and expanded services.

Under Jefferson’s leadership, Lyra Lender Services’ team offers a combined 45 years of SBA lending and loan processing expertise. Lyra Lender Services has processed over 1,000 SBA loans totaling more than $650 million to open the doors of new businesses, spark economic and community growth, and create jobs.

“Our goal is to make SBA lending as easy, if not easier, than conventional lending,” says Jefferson. “Our partnership with bank clients allows them to focus on their strengths of lending and credit analysis while relying on us to handle the complexities of the SBA process. Working together, we grow profitable and effective SBA lending programs with minimal overhead costs.”

American Momentum Bank Hires Steven Hoschak as New SBA Lending Business Development Officer

Hoschak has over 12 years of banking experience in the Tampa Bay community. He has a passion for helping small businesses achieve their financial goals and enjoys his role in the expansion of the Tampa market. At American Momentum, Hoschak will be responsible for sourcing well-qualified SBA 7(a) loan opportunities.

“Steven is going to be an asset to our team because of his work ethic, discipline and strong customer service skills,” says Patrick Fenech, senior vice president and managing director of SBA lending for American Momentum Bank. “He’s also an experienced lender. These traits are a great combination and great fit for what we’re building in American Momentum’s SBA lending division.”

“This new role at American Momentum gives me the opportunity to meet with small businesses and see acquisition deals take place,” says Hoschak. “When I saw what a great team American Momentum has and how well-respected they are from an SBA production standpoint, joining the bank made complete sense.”

Upcoming SBA Lending Professional Industry Events

Music City Small Business Lenders Conference, August 26-28, 2019, Nashville

FLAGGL Small Business Lenders Conference, September 18, 2019, Orlando 

Lend360, September 25-27 2019, Dallas

National Alliance of Commercial Loan Brokers, October 4-6, Henderson, NV

NADCO, October 15-18, Nashville

NAGGL, October 28-30, New Orleans

Restaurant Finance & Development Conference, November 11-13, Bellagio Hotel, Las Vegas

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