Coleman’s Movers & Shakers — Anderson and Munger Named VP, North State Gets PLP, Free Disaster Webinar

September 7, 2017

By Bob Coleman
Editor, Coleman Movers and Shakers

Coleman’s Movers & Shakers — Anderson and Munger Named VP, North State Gets PLP, Free Disaster Webinar

Acclivity Financial appoints Katie Anderson as VP of Underwriting

“We’re very excited for Katie to join our Acclivity Financial team,” says Danny Preston, Chief Executive Officer. “Business is booming. We’re in growth mode and increasing market share by the day. Katie will play a large role in the continued upward trajectory of our organization. It’s extremely important that we hire dedicated individuals with bright futures, and Katie is a fantastic example.”

“I couldn’t be happier to be a part of Acclivity Financial,” says Katie. “This is a huge opportunity with a company that is making waves in the industry. I’m ready to hit the ground running!”

A Georgia native, Katie has held progressive Credit Analyst roles over the past ten years. She began her career with The Brand Banking Company prior to joining Fidelity Bank, where she most recently held a senior-level SBA Credit Analyst role.

Steve Munger Named Vice President at MountainOne Bank.

“Steve is well-versed in all aspects of commercial lending and sales development, in addition to having a solid knowledge of the Berkshire market. He is a great addition to our team, and we look forward to continued growth of our western Massachusetts loan portfolio,” says Tim Rhuda, senior vice president of commercial lending for MountainOne Bank

Steve is responsible for management of an existing commercial loan portfolio, business development and adherence to established commercial lending policies. Prior to joining MountainOne Bank, Munger served for nearly 30 years in roles of increasing responsibility in commercial lending, business banking and cash management services positions in Berkshire County. He is also experienced with SBA lending.

Steve attended Berkshire Community College, as well as the American Institute of Banking, the Boston College School of Banking, and the Omega Commercial Lending program. He is very active in the local community, and has served on boards or volunteered with Berkshire County Head Start, the former Berkshire and Northern Berkshire Chambers of Commerce, the Northern Berkshire YMCA, Louison House, Adams Thunderfest, Berkshire United Way, and Wahconah Country Club.

Munger lives in Adams with his wife, Tracy, and their daughter.

North State Bank Named PLP Lender

“We are extremely pleased to have earned the SBA’s Preferred Lender designation,” says Brian Hedges, North State Bank EVP and Chief Credit Officer “One of our essential roles as a community bank is to provide small businesses with access to capital. As a preferred lender, we can review and respond to loan requests quickly and efficiently, putting money where it is needed—in the community.”

Senior Vice President and Director of Government Lending Larry Moran says, “This is a big deal for us and for the customers we serve. This year we were named one of the Top 20 SBA Lenders in North Carolina. As a preferred lender, we can help even more businesses access the funding needed to thrive.”

Richard Jeffrey and Jan Garlitz Offer Free Webinar, “Helping Your Borrowers Cope with Disasters”

TO REGISTER: This webinar occurs several times. Please register for the date and time that works best for you. Register now!

This Webinar explores how Lenders can assist their Borrowers with Insurance Claims, SBA Disaster Loans and Loan Payment Deferments Scroll down to the Session you want.

After registering, you will receive a confirmation email containing information about joining the webinar.

Click here for more information!

Upcoming SBA Lending Professional Industry Events

FLAGGL 2017, September 12-15, Orlando

Lend360, October 11-13, Dallas

Annual 3 Commercial Loan Broker Conference & Expo, October 17-19, Orlando

NADCO Annual Meeting, October 17-20, San Antonio

NAGGL Annual Conference, October 30 – November 1, Colorado Springs

Restaurant Finance & Development Conference, November 15-17, Las Vegas

10th Annual 2017 SBA Secondary Market Summit, December 4-5, Washington D.C.

Coleman’s 2017 SBA Lending Awards, December 5, Washington D.C.