Schulenberg Named SVP of First Mountain Bank

By Joyce C. Dimaculangan

California-based First Mountain Bank has hired Lorie Schulenberg as Senior Vice President/Manager and Senior Commercial Loan Officer. In her new role, Schulenberg will focus on providing lending solutions to businesses within the Temecula and Murrieta areas. She will be based out of the company’s office located in Temecula.

Lorie Schulenberg First Mountain BankSchulenberg brings more than 28 years of experience in commercial banking to First Mountain Bank. Throughout her career, she has provided business lines of credit, equipment financing and leasing, commercial real estate financing to include construction, owner occupied, and income properties (retail, office, industrial, and medical), as well as SBA 504 financing.

Prior to joining First Mountain Bank, she served as First Vice President, Relationship Manager at Security Bank of California. Before that, she spent more than 20 years with California Bank & Trust, where she last served as Senior Vice President and Manager of its Temecula office. She began her banking career at HomeFed Bank in San Diego, California.

In addition to her profession, Schulenberg is active in many organizations in the area, including the Chambers of Commerce in Temecula and Murrieta, the Economic Development Corporation of Southwest California, Habitat for Humanity Inland Valley, and the Rotary Club of Murrieta.

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Walraven Joins Marlin as VP, Direct Loan Marketing

By Joyce C. Dimaculangan

Marlin Business Services Corporation is pleased to announce that Russell Walraven has joined the company as Vice President of Direct Loan Marketing. As VP, Walraven will have direct responsibility and oversight for the multi-channel marketing program of Funding Stream, Marlin’s new, flexible loan product for small businesses to access up to $100,000 of capital to grow their businesses.

Russell Walraven Marlin Business ServicesIn his new role, Walraven will develop and refine Marlin’s strategies and tactics to assure that Funding Stream meets the financing needs of Marlin’s business customers.

Walraven is known as a strategic leader with a reputation for developing Integrated Marketing Programs that deliver great customer experiences and profitable top-line revenue growth for blue-chip brands and early stage startups.

His experience spans strategic planning, direct marketing, advertising, acquisition, social media marketing, content, events, marketing automation and CRM. Throughout his career, he had held top marketing roles at Kabbage, Equifax and GMAC Insurance.

“Russell’s experience and knowledge base are an ideal match for the product launch and development of our new business line,” commented Daniel P. Dyer, Marlin’s co-founder and Chief Executive Officer. “We’re delighted to have him join the Marlin team as we continue to broaden our product and service offerings for small businesses.”

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Sterling Hires Geisel President, Specialty Finance

By Joyce C. Dimaculangan

Sterling National Bank announced the hiring of Thomas X. Geisel as Executive Vice President and President of Specialty Finance. In this capacity, Geisel will lead the Bank’s specialty finance teams which include ABL, factoring and trade finance, payroll finance and equipment finance. In addition, he will be responsible for leading the commercial banking team based in Manhattan.

Thomas Geisel Sterling National BankPrior to joining Sterling, Geisel served as a Managing Partner at Templar Ventures, a merchant bank in New Jersey that focuses on investing in privately held and growth-oriented small and middle market companies.

Previously, he was the President and Chief Executive Officer at Sun Bancorp, Inc., where he stabilized and rebuilt $3.6B assets from 2008-2013.

He also spent nine years with KeyCorp, serving various leadership roles, including as President of KeyBank’s Northeast Region, which comprised nine districts across New York, New Jersey, New England and Florida, with assets of approximately $20 billion and revenue exceeding $550 million.

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Customers Bank Adds Travis Gray as Senior VP

By Joyce C. Dimaculangan

Customers Bank announced that it has hired Travis L. Gray as Senior Vice President of its New York Metro Private and Commercial Banking Division. In this capacity, Gray will assist the Banking Group in expanding its New York commercial finance market.

Customers BankHe will be directly reporting to Marshall Perrin, Executive Vice President of Customers Bank’s Private and Commercial Banking Division in the Bank’s Manhattan loan production/representative office.

Gray joins Customers Bank from Bank of America, where he most recently served as Senior Vice President and National Sales Executive. During his tenure, he built and oversaw the management and growth of a $1.1 billion portfolio for a U.S. and eastern Canadian asset finance business within Bank of America’s Global Commercial and Investment Bank.

“Travis has a proven track record of building a profitable national business, and we are pleased to have a proven banking professional of his caliber join our winning team,” stated George Maroulis, Executive Vice President and head of Customers Bank Private and Commercial Banking. He added that Gray’s extensive experience in the industry will further strengthen the Bank’s commercial banking sector.

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Crestmark Names Sean Campbell Vice President/BDO

By Joyce C. Dimaculangan

Crestmark announced that Sean Campbell has joined the business as Vice President, Business Development Officer. In his new role, Campbell will assist in expanding Crestmark’s presence and financing opportunities for the transportation industry. He will be based in Benton, Arkansas and will report directly to Crestmark Transportation Services Division president, Heath Holdbrooks.

Sean Campbell Crestmark Transportation ServicesThe addition of Campbell strengthens Crestmark’s commitment in supporting the transportation industry. The company’s office in Franklin, Tennessee employs a team of experienced professionals in the industry who work to provide financial solutions for small- and medium-sized transportation business in the country.

Before joining Crestmark, Campbell served as Business Development Officer at Bibby Transportation Finance, where he joined the company’s freight bill funding division, servicing the Arkansas region.

Prior to that, he worked as a Sales and Marketing Administrator for BTF in Nashville, Tennessee. During his nearly eight-year tenure, he was recognized as a top performer. Previously, he worked in sales at a financial services consulting company, Arklatex Specialty in Delight, Arkansas.

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Umpqua Bank Names Shotwell as Chief Credit Officer

By Joyce C. Dimaculangan

Umpqua Bank is pleased to announce the promotion of David Shotwell to Chief Credit Officer, effective July 1, 2015. In this capacity, he will continue the company’s focus on growing and strengthening the Bank’s loan portfolio.

David Shotwell Umpqua BankShotwell brings over 30 years of experience in both lending and credit administration to his new role. He joined Umpqua Bank in 2004 and currently serves as Executive Vice President and Chief Lending Officer.

In his current role at Umpqua Bank, he is in charge of credit administration and approval for commercial banking and commercial real estate within the company’s five-state footprint. Before joining Umpqua, he spent 20 years in the commercial banking and commercial real estate industry.

“As a senior leader of our credit quality teams for years, David has demonstrated great expertise. His credit administration experience combined with his background in commercial and residential lending are a terrific fit for the company’s focus on quality loan growth, and I look forward to welcoming him to the executive team,” said Ray Davis, Umpqua President and CEO.

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Jeffrey Hale Joins D3 Banking as Chief BDO

By Joyce C. Dimaculangan

D3 Banking, a digital banking provider, announced that Jeffrey Hale has joined the company as Chief Business Development Officer. In this capacity, Hale is in charge of sales, marketing and establishing strategic partnerships that will expand the company’s market reach.

Jeffrey Hale D3 BankingHale has more than 30 years of experience in financial services, payments and consulting. Prior to joining D3 Banking, he spent 27 years at ACI Worldwide, where he held various positions in product management, global accounts, sales and business development.

He last served ACI Worldwide as Senior Vice President of Retail Payments, where he was responsible for the Retail Payments global product portfolio. Before that, he was SVP, Global Accounts, where he lead the largest single customer contract in the customer’s history, and was responsible for the company’s flagship payment processing solutions.

“Jeff’s extensive financial services expertise aligns with our core objective to revolutionize digital banking by returning control to the financial institutions through data and intuitive banking decisions,” commented Mark Vipond, CEO of D3 Banking.

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Newtek Taps Gary Taylor as President and COO

By Joyce C. Dimaculangan

Gary Taylor has joined Newtek Business Credit as President and Chief Operating Officer. Taylor has over 30 years of experience in lending, commercial/investment banking, specialty and structured finance, process improvement, credit operations, technology integration and portfolio management.

Gary Taylor Newtek Business CreditTaylor joins Newtek from CIT Bank Small Business Lending, where he most recently served as the Managing Director and Chief Operating Officer. He managed the department engaged in loan underwriting and processing, servicing and business analysis/reporting.

Before that, he served as Vice President and Chief Credit Officer at Lehman Brothers Bank, where he oversaw all elements of credit risk and evaluated assets for securitizations that comprised of commercial and residential mortgage-backed securities and other asset-backed classes.

In addition, he spent more than 10 years at Moody’s Investors Service as Vice President and five years at AT&T Capital Corporation as Senior Vice President of Credit and Operations/Business Finance Division.

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U.S. Bank Promotes Dodson to Market President

By Joyce C. Dimaculangan

U.S. Bank has promoted Stacey Dodson to Market President of U.S. Bank in Portland and Southwest Washington. In her new role, Dodson will lead the market in company-wide efforts and activities, and will direct commercial banking in the Portland metropolitan area.

Stacey Dodson US BankA native of the Oregon coast, Dodson has been with U.S. Bank for 31 years. Prior to her promotion, she was the region manager in Central and Eastern Oregon, based in Bend.

“We welcome Stacey to this new role and have every confidence in her ability to carry on the legacy of service and support customers have come to expect from U.S. Bank through the years,” commented Richard Davis, Chairman, President and Chief Executive Officer of U.S. Bancorp.

“She has experience overseeing all facets of the bank, and will be a great asset to the community, clients and her colleagues in this new role,” added Elliot Jaffee, Executive Vice President of Commercial Banking at U.S. Bank.

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Rawlings Named SVP of Business Finance Capital

By Joyce C. Dimaculangan

Business Finance Capital (BFC) announced that Brandon Rawlings has joined the company as Senior Vice President, Business Development for the SBA 504 lender’s Inland Empire office. As SVP, Rawlings will work with small- and medium-sized businesses in financing owner occupied real estate through the SBA loan program.

Brandon Rawlings Business Finance CapitalRawlings brings more than 17 years of experience in commercial lending and real estate lending to his new role. He has a successful track record of driving sales and building strong client relationships.

Prior to joining BFC, he served as Vice President/Area Manager at Wells Fargo Bank for more than four years. With Wells Fargo, he managed a team of commercial loan officers in the Greater Los Angeles area, focusing on business lending needs for companies with $2 million to $35 million in annual sales.

Previously, he was the Vice President at Citizens Business Bank, where he was responsible for commercial banking and lending relationships for companies with $10 million to $200 million in annual revenue. He also served as a Business Development Officer at Union Bank.

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