Coleman Thursday’s Movers and Shakers


February 13, 2014

By Bob Coleman
Editor, Coleman Report

DeborahGEResourceDeborah Possick Herron Joins GA Resource Capital

“Deborah will certainly be an asset to GA Resource Capital as she has over 20 years of direct lending experience to small business owners with a primary emphasis on SBA 504 loans, commercial real estate and C&I lending. We are excited to have Deborah on our team,” says Executive Director Tim Souther.

morriinKerri Morrin Joins Cornerstone Bank

Cornerstone’s Managing Director of SBA Lending, Charles Yorke, says, “we are very confident that Kerri’s knowledge and expertise with SBA loans will contribute strongly to our continued growth in that area.”

Kerri has been named Senior Vice President – Loan Operations Director of the Small Business Capital Group. Her role will be to support the growth of Cornerstone Bank’s Small Business Capital Group through her expertise at reviewing and closing SBA loans.

BDFSBApressCarly Naples Joins BFC SBA Lending

“We are proud to welcome Carly to our SBA 504 team. She fills BFC’s need for an outstanding business development officer in the Orange County and Inland Empire markets where there is a mounting need for an experienced and reliable small business resource. Carly brings executive level experience to her role which will enable her to optimize development and delivery of SBA 504 loans while expanding our business partner relationships in the area,” says Executive Director Jacky Kim said. “She brings energy, experience, and fresh perspectives to our industry.”

lisaforrestAmeritrust CDC Names Lisa Forrest 2013 Lender of the Year

Ameritrust CDC announces Lisa Forrest Vice President of Union Bank as our 2013 Lender of the Year. Lisa was our lending partner for $13,714,000 in 504 projects. A twenty five year veteran in SBA lending, Lisa started her career with The Money Store Investment Corp and has also worked for Wells Fargo, Fortune Bank and is currently in her third year with Union Bank.

Lisa Forrest is consistently a top producer with an average annual loan production of more than 20 million. We are honored to recognize her outstanding contribution to our local economy and small business owners.

Upcoming Small Business Lending Conferences

ICBA 2014 National Convention, Honolulu, March 2-6
NADCO Government Relations Conference 2014, Washington D.C., March 3-5
WPASGL Annual Quality Lender’s Conference, Seven Springs Mountain Resort, March 12
Franchise Times Franchise Finance & Growth Conference, Las Vegas, March 26-27
NADCO 2014 Annual Meeting, Colorado Springs, April 30 – May 3
NAGGL 2014 SBA Lending Technical Conference, Bonita Springs, May 6-8
Florida Small Business Lenders Conference, Orlando, September 17-19
NAGGL 2014 Annual Meeting, Huntington Beach October 28-30
Coleman’s 7th Annual SBA Secondary Market Forum, Washington D.C. December 2
Coleman’s 15th Annual Rural Lender’s Roundtable, Washington D.C. December 3