Coleman’s Movers and Shakers

Lynn Ozer Joins Fulton Bank

Reports Jeff Blumenthal of the Philadelphia Business Journal

Lynn Ozer, one of the region’s most prominent Small Business Administration lenders, has landed a position as president of SBA lending at Lancaster, Pa.-based Fulton Financial Corp. According to her LinkedIn page, Ozer started her new role in November, a few months after the bulk of her 21-person team was laid off or transferred to other positions in the wake of Susquehanna Bancshares being acquired by BB&T Corp last Aug. 1.

Ozer’s LinkedIn bio says she now manages SBA lending for all six of Fulton Financial Corp’s banking subsidiaries in Pennsylvania, New Jersey, Virginia, Maryland, Delaware and Washington, D.C. Administration, underwriting and portfolio management are located in Pottstown with lenders in the markets they serve.

BankUnited Names Steve Sexson SBA National Sales Manager

“With Steve’s 30-year career in the financial services industry, including more than 20 years focused on SBA lending, he will be an incredible asset to our team as BankUnited seeks to help even more small business owners obtain the resources they need to achieve their dreams,” says Hakim E. Kassam, senior vice president and managing director, BankUnited Small Business Finance.

Sexson joins BankUnited from Wells Fargo Bank in Denver, Colo., where he served most recently as SBA area sales manager. He is a past board member of Colorado Lending Source, an SBA Certified Development Company, and the Colorado Association of Business Intermediaries.

Torres, Dill and Pickering Join Union Bank’s SBA Lending Team

“Our growth plans include increasing loan volume, and we’re expanding our SBA team to efficiently manage that growth and are thrilled to have Greg, Harvey and Gwen join our team,” says Managing Director Kirsten “Didi” Hakes. “Their experience serving a wide variety of borrowers, combined with their extensive knowledge of SBA 7(a) and SBA 504 loan programs, enhances our dedicated SBA team as we continue to support small business owners throughout Southern California.” Business Banking plans to hire more than a dozen SBA business development officers by the end of 2016.
With two decades of experience, Torres has been a market leader in SBA and commercial real estate lending. Serving the Southern California market with a strong emphasis on Orange County and the Inland Empire, he most recently spent five years as a vice president of SBA lending for Bank of the West in Newport Beach.

Dill brings nearly 20 years of experience to his position and has also become a top advisor for SBA and commercial real estate lending throughout Orange County and the Inland Empire. Previously, he worked for Bank of the West, increasing the company’s SBA lending throughout Southern California, and also for Plaza Bank in Newport Beach.

For more than 20 years, Pickering has worked in the real estate industry, with an emphasis on SBA commercial real estate lending, title and escrow. Prior to Union Bank, she spent five years at Bank of the West, where she earned the coveted “Excellence Award” for three consecutive years while supporting the bank’s top producers.

Taralee Muhli Joins Bank of the West as Vice President, SBA BDO

Bank of the West announced today that Taralee Muhli has joined the company as vice president, SBA Business Development Officer. In this new role, Muhli is responsible for providing SBA 504 and 7(a) loans to small-and medium-sized business clients in Tacoma and the surrounding areas.
Muhli has more than 18 years of commercial real estate industry experience in both SBA and conventional lending. Prior to joining Bank of the West, Muhli working in various roles at Well Fargo Bank.


The Franchise Times Finance & Growth Conference, March 14-16, Las Vegas

9th Annual SBA Export Lenders’ Roundtable, April 6, Washington D.C.

USDA Rural Development Lender’s Meeting, April 7, Washington D.C.

NAGGL SBA Lending Technical Conference, May 2-4, St. Louis

NADCO Spring Summit, May 22-25, Arlington, VA

Western Pennsylvania, May 23-24, Nemacolin Woodlands Resort, PA

America East, August 24-26, Philadelphia

America’s SBDC, September 19-22, Orlando

FLAGGL 2016, September 21-23, Orlando

LEND360, October 5-7, Chicago

NAGGL Annual Meeting, October 31-November 2, Scottsdale

NADCO Annual Meeting, November 7-10, San Francisco

Ninth Annual Secondary Market Summit, December 5-6, Washington D.C.