CB Insights

APRIL 17, 2018

Operating Location: San Francisco, CA. Operating Location: San Francisco, CA. Operating Location: Menlo Park, CA. After 4 years with the company, Brian joined Google as a Software Engineer and inevitably rose to become an Engineering Manager. Operating Location: San Francisco, CA. Current Firm: Benchmark.

San Francisco 71

San Francisco CA Capital Operations 71

CFPB Monitor

SEPTEMBER 21, 2020

Nikitra Bailey, EVP, Center for Responsible Lending (Durham, NC). Nadine Cohen, Managing Attorney, Greater Boston Legal Services (Boston, MA). Leigh Phillips, President and CEO, EARN DBA SaverLife (San Francisco, CA). Bruce Ocko, Senior VP Director of Mortgage & Consumer Lending, Bangor Savings Bank (Bangor, ME).

DC 78

DC Mississippi Washington Oklahoma City 78

South State Correspondent

SEPTEMBER 20, 2022

It was agreed that too many lines of business, such as treasury management, commercial lending, and commercial deposits, are not utilizing their marketing departments enough, given the tremendous value of their products. Every bank product manager should be clear on what their product is, what it is used for, and who will use it.

Conference 195

Conference Marketing social media Data 195

American Banker

APRIL 14, 2016

Profits soared at First Republic Bank in San Francisco thanks to lending growth in several categories and its expansion in wealth management.

San Francisco 28

San Francisco Management Lending CA 28

Fintech Labs Insights

OCTOBER 13, 2020

Description: Alternative credit scoring and lending in emerging markets. HQ: Belmont, CA. HQ: Sunnyvale, CA. Description: Digital banking and spend management platform for global NGOs. Description: Digital wealth manager connecting Africans to U.S. HQ: Oakland, CA. Pentina 4-minute pitch @Techstars.

San Francisco 15

San Francisco CA Fintech Oakland 15

American Banker

MAY 5, 2016

CEO Steven Sugarman discusses how his bank manages its exposure while preparing to cross an important regulatory threshold. Banc of California bulked up quickly in the aftermath of the financial crisis, first through acquisitions and now with organic growth.

Management 28

Management California CA Community Bank 28

NCR

MARCH 15, 2016

In today’s world, banks base their lending on the most recent tax returns. When it comes to determining whether or not a bank should consider lending to a company, a CPA is the one of the most valuable resources. If done properly, the application process will benefit both the applicant and the lending institution. . Bradford L.

Taxes 40

Taxes CA Lending Strategy 40

Independent Banker

JUNE 30, 2022

But as they always do, they came through for individuals and businesses in their communities with a combination of personalized service and prudent risk management practices. Here, we highlight some of last year’s most successful loan producers in the areas of agriculture, commercial and consumer/mortgage lending. By Ed Avis.

Community Bank 172

Community Bank Community National Philadelphia 172

American Banker

MAY 11, 2016

But whether they are exploring out-of-market opportunities, staying local or employing robo-advisers, banks all have the same goals: to generate more fee income at a time when margins from lending continue to shrink.

Lending 28

Lending Strategy Marketing CA 28

Independent Banker

APRIL 30, 2022

In order to compete as a small bank, we have been forced to keep higher-than-peer capital levels, so that our lending limit allows us to service local borrowers’ needs. Underlying BankVista’s success has been a management philosophy focused on open debate about how to improve, Freeman adds. Douglas National Bank. Sherburne State Bank.

Community Bank 172

Community Bank Community Montana Taxes 172

PYMNTS

MARCH 29, 2019

Consider the events of earlier this month when Representative Maxine Waters (D-CA), also head of the House Committee on Financial Services, said that Sloan should be “shown the door,” even as Sloan appeared before that same committee and said the bank had made operational improvements in the face of scandals stretching back years.

Los Angeles 144

Los Angeles CA Risk Management Policies 144

American Banker

NOVEMBER 29, 2016

has hired a veteran risk manager to structure senior debt for commercial and specialty banking. Opus Bank in Irvine, Calif.,

Risk Management 28

Risk Management Management CA Community Bank 28

American Banker

MAY 5, 2016

CEO Steven Sugarman discusses how his bank manages its exposure while preparing to cross an important regulatory threshold. Banc of California bulked up quickly in the aftermath of the financial crisis, first through acquisitions and now with organic growth.

California 28

California Management CA Community Bank 28

Fintech Labs Insights

APRIL 15, 2021

Oakland, CA. San Francisco, CA. San Francisco, CA. San Francisco, CA. Streamline your debt capital raise and management. San Francisco, CA, USA. San Francisco, CA, USA. Modern money management platform with points. San Francisco, CA. San Francisco, CA, USA. Bay Area, CA.

San Francisco 15

San Francisco CA Fintech Company 15

William Mills

MAY 9, 2018

A TON of really old technology is being used in mortgage lending. Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. HQ: Sunnyvale, CA.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Both money management and helping consumers to save (and have access to emergency funds) is vital to our economy.

Mobile 40

Mobile Cards Fraud Data 40

PYMNTS

OCTOBER 7, 2016

While it has not quite broken Lending Club’s record from this summer of longest consecutive number of days on the fizzle list, it has spent a rather unfortunate amount of time there since summer first started giving way into fall a few weeks ago. From there, things have gotten, well, increasingly brutal.

Fraud 162

Fraud CA Policies Meeting 162

Tomorrow's Transactions

JANUARY 23, 2017

But if Facebook obtained a national banking charter they would immediately become too big to fail and no matter the greed or incompetence of their management, the government will be on the hook to bail them out just as the Roman senate was forced to bail out the banks there two millennia hence. (In That’s how capitalism is supposed to work.

Payments 30

Payments Regulation National New York 30

PYMNTS

APRIL 11, 2019

I am concerned that several of these institutions are simply too big to manage their own operations, too big to serve our communities and too big to care about the harm they have caused,” said Representative Maxine Waters (D-CA), chair of the committee. Others mentioned shadow banks, which are non-bank lenders.

Lending 158

Lending America cryptocurrency System 158

PYMNTS

APRIL 11, 2019

I am concerned that several of these institutions are simply too big to manage their own operations, too big to serve our communities and too big to care about the harm they have caused,” said Representative Maxine Waters (D-CA), chair of the committee. Others mentioned shadow banks, which are non-bank lenders.

Lending 100

Lending America System CA 100

PYMNTS

OCTOBER 31, 2016

Maxine Waters (D-CA), has thrown down the banks-need-to-be-broken-up gauntlet. But, thank goodness, we saw the rise of those disruptive alternative lenders, like Lending Club, to fill the gap that the traditional banks left. So much for counting on the Republicans for support.

Regulation 100

Regulation Innovation Data Industry 100