Experience

Community Business Finance

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jul 2005 - Present

  Lead and support the small business and lending community by originating SBA 504 loans and assisting with other financial service needs. Chosen by the board of directors to assist in the preparation and execution of the next phase of Community Business Finance by identifying, developing, and implementing the changes needed to succeed over the next decade and beyond. Served on the board of directors as Vice President & Secretary from the founding of the company in 2005 until August, 2021.



Amegy Bank

• United States
• Banking
• 700 & Above Employee

• Vice President Business Banking

  • Aug 2014 - Sep 2021

  At Amegy I was responsible for the growth, retention, and expansion of the portfolio of business banking customers. The core of the bank's lending has been small business and middle market since the bank's inception in 1990. In addition to providing conventional bank products and services, I offered SBA 504 and 7(a) financing to small business owners. Amegy Bank's significant commitment to small business lending is evidenced by the fact that it is one of the leading producers of SBA loans in the Houston district. Amegy Bank of Texas, a division of Zions Bancorporation (NASDAQ: ZION), is a leading Texas bank with $14 billion in assets and about 1,600 employees. With more than 75 locations across Houston, Dallas, and San Antonio, Amegy is dedicated to serving Texas communities, families and businesses. Founded in 1990, Amegy has a strong tradition of relationship banking, local decision making and financial expertise. Amegy specializes in banking businesses of all sizes and has the resources to provide financing, treasury management solutions, international banking, as well as other specialized services. Equally important, the bank offers individuals and families a wide range of depository, lending, and mortgage solutions.



Prosperity Bank

• Banking
• 100 - 200 Employee

• Senior Vice President - Regional Business Banking Manager

  • 2013 - 2014

  I led an effort to expand the bank's presence to north Houston with the opening of a loan production office in April, 2013. I was also involved in the planning/procurement phase of the opening of our first full-service north side banking center in 2014. I was responsible for loan production of all types including conventional, SBA, commercial real estate, small business, residential, and retail/consumer. Security State Bank has served its customers with safe and sound banking practices since 1925. Locally owned, its delivers quality deposit and lending products that meet the needs of its neighbors throughout Chambers, Liberty, Harris, Montgomery, and surrounding counties.



Commercial State Bank

• Senior Vice President - SBA Division Manager

  • 2011 - 2013

  I started and managed the SBA program at Commercial State Bank, earning PLP delegated authority by the end of 2011. I was responsible for training the lending officers and loan processors, as well as marketing and business development of the program. I started and managed the SBA program at Commercial State Bank, earning PLP delegated authority by the end of 2011. I was responsible for training the lending officers and loan processors, as well as marketing and business development of the program.



Woodforest National Bank

• United States
• Banking
• 700 & Above Employee

• Senior Vice President - SBA Division Manager

  • 2003 - 2011

  I managed the SBA loan program for Woodforest National Bank, a $3.2 billion community bank, in operation for over 30 years, headquartered in The Woodlands, Texas with over 750 branches in 17 states across the country. I provided conventional and SBA lending solutions for small businesses who were looking to build a long term relationship with a community bank. I managed the SBA loan program for Woodforest National Bank, a $3.2 billion community bank, in operation for over 30 years, headquartered in The Woodlands, Texas with over 750 branches in 17 states across the country. I provided conventional and SBA lending solutions for small businesses who were looking to build a long term relationship with a community bank.



The Money Store® NMLS# 1019

• Financial Services
• 100 - 200 Employee

• Business Development Officer - SBA Lending

  • 1997 - 2003

  I served as a business development officer for the commercial lending division in Houston, Texas specializing in SBA loans. This company was also known as First Union Small Business Capital and Wachovia Small Business Capital. The company was routinely a leader in SBA loan production in the country and in Houston. I served as a business development officer for the commercial lending division in Houston, Texas specializing in SBA loans. This company was also known as First Union Small Business Capital and Wachovia Small Business Capital. The company was routinely a leader in SBA loan production in the country and in Houston.



Sterling Bank

• Banking
• 700 & Above Employee

• Banking Officer

  • 1990 - 1996

  I started my banking career at Sterling Bank as a credit analyst. I was later promoted to the position of banking officer, responsible for consumer and commerical lending duties for this community bank and managing a loan portfolio. I also started up a student loan department for the bank. I started my banking career at Sterling Bank as a credit analyst. I was later promoted to the position of banking officer, responsible for consumer and commerical lending duties for this community bank and managing a loan portfolio. I also started up a student loan department for the bank.