Tag: SBA Loans

Patrick J. Tracy: Navigating Complexity with Clarity and Integrity

After 50 years in banking and finance, I continue to be driven by the opportunity to help small businesses grow, innovate, and overcome economic challenges. From my early days in the Peace Corps to founding Debt XYZ and working with companies nationwide, I've built a career rooted in trust, resilience, and service. Here is my biography.

Lisa Hollingshead: Experienced Commercial Lending Executive Focused on Portfolio and Relationship Management

Lisa Hollingshead is a seasoned commercial lending executive with extensive experience in portfolio management, credit risk assessment, and relationship development. As Vice President, Portfolio Manager II at Community West Bank, she plays a pivotal role in managing loan portfolios, ensuring compliance, and fostering client relationships to support business growth. With a strong background in SBA, USDA, and EDA loan programs, Lisa combines financial expertise with a strategic approach to risk management and business development. Her commitment to customer service, teamwork, and operational excellence has made her a trusted leader in the financial industry.