Coleman’s Thursday Movers and Shakers

April 17, 2014

By Bob Coleman
Editor, Coleman Report

richbradshawRich Bradshaw Joins United Community Bank as President of Specialized Lending

Say Rich, “I’ve found a home at United Community Bank. It’s exciting to see a bank that is so committed to the small business space. Taking this broader role is also appealing to me because United Community Bank is poised for strategic growth, and I’m just thrilled to join Lynn and the executive leadership team for the journey.”

“We are incredibly honored that Rich has chosen to bring his banking experience and, specifically, his SBA lending expertise, to United Community Bank. I worked with Rich in the past, so I know firsthand how talented he is. Rich’s national reputation precedes him – he is truly one of the best in the league. His strategic vision for United Community Bank will help us provide an even greater depth of quality products and services to our customers,” says President and COO Lynn Harton.

ericwidelyEric Wadley Tapped to Open SBA Loan Production Office in Salt Lake City for Titan Bank

“Eric is a fantastic addition to our small business lending team and provides the bank with a solid contact base in the Utah market. Eric has been an advocate for small business owners throughout his career and has been a high volume loan originator. His focus on lending to small businesses that wants to purchase, construct, or expand their own facilities is a perfect match for the strategy of Titan Bank,” says CEO Mick Hogan

Eric says, “Titan Bank is a leader in innovative small business lending using programs like SBA and USDA loans. I am pleased to be able to offer these resources to my valued network of relationships. Titan Bank is a nationwide SBA lender so I can also service loan requests throughout the country.”

christineheckertChristine Heckert Named SVP and SBA Manager for Whidbey Island Bank

“Christine’s leadership and experience are a great addition to the bank. We’re excited to expand this strategic effort, solidifying our SBA lending expertise throughout King and Snohomish Counties. Bringing Christine and Steven to Whidbey Island Bank adds more depth to our already substantial commitment to the SBA’s Preferred Lender Program in Region 10, which is serviced by 28 Commercial Lending Officers, as well as the SBA Lending team.”

Joining Ms. Heckert in the sales and development area is Steven Evans, VP/SBA Commercial Lending Officer. Also joining the team are Renee Petit as AVP/SBA Credit Supervisor and Jennifer Stoves as SBA Credit Assistant. Heckert and Evans bring their skills to an already accomplished SBA team that includes Janie Sacco, VP/Market Manager and Shawn Perry, SBA Lending Officer, currently housed at the bank’s Lynnwood Financial Center, with Ryan Patrick, SBA Loan Coordinator and Emy Bautista, SBA Credit Assistant in Burlington.

TimDavisMidwest Regional Bank Promotes Tim Davis as AVP of SBA Lending

Midwest Regional Bank has hired Tim Davis as Assistant Vice-President of SBA Lending. Mr. Davis previously worked for the bank from 2011-2013 as a Commercial Credit Analyst. Most recently, he worked in Commercial Equipment Leasing for First National Bank of St. Louis.

Tim received a Bachelor’s Degree in Business Administration from Saint Louis University. In addition to his collegiate degree, Mr. Davis has a Six Sigma Green Belt Certification, a unique and respected discipline focused on process improvement. Davis regularly volunteers his time in both St. Louis and Jefferson County and is a member of the Twin Cities Chamber of Commerce.

bankofthepacificBank of the Pacific gets PLP

President and CEO Denise Portmann says, “We are very proud that Bank of the Pacific was selected to be a Preferred Lender, which is the highest bank designation granted by the SBA and is reserved only for top-tier lenders. Our receipt of this status is a direct testament to the dedication of Lyn Hamilton, Vice President, Director of Government Lending, and her outstanding lending team. Lyn joined us in July, 2013, and has over 30 years of SBA experience, supporting small businesses as a lender, educator and advocate. We are very fortunate to have her on board. Lyn and her team have combined their efforts to build a dynamic SBA lending platform that supports entrepreneurial achievement in our diverse communities. Importantly, it furthers our lending power to drive small business development and job growth throughout our region.”

“I am delighted to be part of such a dynamic growing institution as Bank of the Pacific, and look forward to continuing to provide outreach and create funding opportunities for small businesses throughout the Pacific Northwest,” says Lyn. Prior to joining Bank of the Pacific, Ms. Hamilton was the Deputy District Director in the SBA Seattle District Office.

CSILogoCollateral Specialists Announces Agreement to Purchase SiteCheck Solutions’ and’s Assets

Collateral Specialists Inc. (CSI) and SiteCheck Solutions announced an agreement for CSI to purchase the assets of SiteCheck Solutions, including The joint company will retain the Collateral Specialists name.

Headquartered in Northern California with operational offices in Texas and Pennsylvania, CSI is a leading provider of floor plan and site inspections for the financial services industry. According to Jim Jennings, president of CSI, SiteCheck Solutions’ expertise in the site inspection and lease inspection industry will enhance CSI’s current service offerings. SiteCheck performs inspections in all 50 states for banks, insurance companies and credit reporting agencies, and offers web services to automate the ordering of inspections.

With three offices and more than 500 employees, CSI is already among the largest all employee based inspection companies in the country. Over the next few months, the company plans to expand to approximately 800 employees.

“There is a nice synergy between the two companies with the potential that the whole can be greater than the sum of its parts,” says Jim. “SiteCheck has built a tremendous team and we’re excited to welcome them into the CSI family.”

Upcoming Small Business Lending Conferences

NADCO 2014 Annual Meeting, Colorado Springs, April 30 – May 3
NAGGL 2014 SBA Lending Technical Conference, Bonita Springs, May 6-8
Great Lakes Lenders Conference, Detroit, July 31 – August 1 
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