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Instructors for NADCO Training
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Instructors

 

Hollis Carter

Hollis retired from SBA in September 2014 after 29 years of Federal service (23 with SBA).  He joined SBA in 1991 in the Kentucky District Office as the Chief of Finance with responsibility for managing 504 and 7(a) loan processing.  In 1994 he was promoted to Assistant District Director for Economic Development with responsibility for all SBA economic development programs.  He joined the Little Rock Commercial Loan Servicing Center when it was founded in 1995 as a Supervisory Loan Specialist overseeing a team of loan specialists servicing 504, 7(a) and disaster business loans.  He assumed responsibility for the 504 liquidation function in 2006 and worked in that capacity until his retirement.

 

Prior to joining SBA Hollis spent six years with the Farm Credit Administration in McLean, Virginia and Louisville, Kentucky as an Examiner/Supervisor and Examination Manager leading safety and soundness examinations of Farm Credit System lending institutions.  The first six years of his career were spent in banking and agricultural finance.

 

Hollis earned a BS in Agronomy and an MBA at Mississippi State University.

 

He is now an independent 504 consultant specializing in loan review, policy development, portfolio management and trouble-shooting.

 

John Evans

John Evans began his lending career in May 1983 with West One Bank as a commercial loan officer. In September 1989, he accepted a position as an Assistant Vice-President/Commercial Loan Officer with Zions Bank. During his time with Zions, John was one of the first three loan officers in its SBA 504 Loan Securitization Department, where he became a full time underwriter for SBA 504 loans nationwide. During his time with West One and Zions, he became the highest volume 504 lender in Utah. Before leaving the 504 first mortgage lending world, John transferred again to take over servicing of the Zions Bank Real Estate Department loans, including 504s.

In January 1996, Mountain West Small Business Finance offered John a position as Vice-President in the Servicing Department. He is currently the Executive Vice-President, with responsibility over the Servicing Department and managing liquidations; He also serves as the Credit Administrator and as a member of the MWSBF internal Loan Committee.

John is chair of the NADCO Liquidation Subcommittee, a member of the NADCO Servicing Committee, and has served on a number of Annual Meeting and Tri-Regional organizing committees. John is also a NADCO instructor for the Liquidation and School of Credit courses and is currently the Vice-Chair of Education on the NADCO Board of Directors.

 

Todd Kobernick

Mr. Kobernick commenced practicing law in the State of California thirty years ago focusing on understanding and resolving the issues of clients. His practice is focused on providing legal and advisory services on matters related to business, real estate, construction, nonprofit entity, lender and United States Small Business Administration legal matters. Mr. Kobernick has represented the largest U.S. Small Business Administration “certified development company” in the nation for nearly twenty years. The Law Offices of Todd E. Kobernick is an “AV” rated firm.

Mr. Kobernick attended the University of San Diego, graduating in 1984. He is admitted to the State Bar of California, United States District Court for the Southern and Central Districts of California and the United States Tax Court. Mr. Kobernick is certified by the U.S. Small Business Administration as a “designated counsel” authorized to provide specified legal services for SBA certified development companies.

Mr. Kobernick is involved with his community by serving on several Boards of Directors of nonprofit organizations. Recently, Mr. Kobernick founded a camp for youth and families, which operates during the entire year.

Todd Kobernick is a native San Diegan and a former social worker. He enjoys kayaking, racquetball, hiking and recovering from injuries.

 

Mary E. Kropp

Mary Kropp is President of Power Steering Unlimited, Inc., a CDC consulting business started in 2004. She has over 35 years of experience in commercial finance. After an 18-year career in commercial banking, she became the CEO of Enchantment Land CDC in New Mexico in 1997, where, during her tenure there, she was a two-time winner of the SBA Financial Services Advocate of the Year award and numerous awards for production and innovative marketing. Mary left ELCDC to start Power Steering, where she counts over 80 CDCs, NADCO and CDC attorneys as clients. In 2008, she returned to a CDC in Florida to assist them through the Great Recession where she handled multiple loan programs including a 1,350-loan 504 portfolio. In 2009, she was elected for a second term to the NADCO Board in an At-Large capacity (2002-2004 first term), holding various roles such as NADCO Vice Chair of Education and External Affairs, a National Servicing & Liquidation Mentor, as well as a NADCO Instructor (courses included: Intro to 504, Loan Packaging, and Basic & Advanced Servicing).

Ms. Kropp holds a Bachelor’s Degree in Business Administration from Ferris State University in Michigan. She is active in many economic development and banking organizations and still maintains her Home Builder’s License in Michigan. She is a nationally recognized speaker and expert in the 504 loan program.

 

Carmen Lauerman

Carmen Lauerman has worked as an independent liquidation consultant since retiring from the Federal Government (SBA) in November 2003 with 36 years of service. She has worked with NADCO and individual CDCs providing assistance on the servicing and liquidation of defaulted loans since 2005. She serves on NADCO’s servicing committee and liquidation subcommittees. She is one of the two instructors for NADCO’s "Liquidations and Post Debenture Purchase Workouts” 2-day training course. She has participated in NADCO’s liquidation webinars. She consulted with SBA and NADCO on liquidation SOPs including the new SOP 50 55. She has been approved by SBA as an independent liquidation consultant for 8 CDCs. She is available to assist all CDCs with liquidation questions and issues.

 

Jason Monnett

Jason Monnett is the Senior Lender & Manager of the Northeast Region for Wisconsin Business Development Finance Corporation. WBD is a private, not-for-profit corporation with offices statewide.

Jason and WBD work with commercial lenders to provide access to the SBA 504 loan program for small businesses. They also assist banks with loan structuring & application packaging for other programs including SBA 7(a).

Jason is a graduate of the University of Wisconsin-Madison, the Wisconsin Bankers Association Commercial Lending School and the Graduate School of Banking at UW-Madison. He is a regular presenter at the Annual Wisconsin Lenders Conference.

 

Sanford (Sandy) Mortan

Sandy Mortan is Senior Vice President at New Jersey Business Finance Corporation (NJBFC) in Fort Lee, New Jersey, the largest SBA 504 lender in the state. He is responsible for portfolio management and loan closings with a portfolio of over 350 loans. Prior to joining NJBFC, Sandy was with Colson Services Corporation, the former Central Servicing Agent for SBA, for over 15 years. While at Colson he was responsible for the 504 operation as well as part of the 7a operation. Sandy has been involved with the 504 Loan Program since its inception in 1986 and is an active member of various NADCO committees.

 

Mindy Murray

Mindy Murray is Senior Loan Officer for RMI, with a 504 portfolio in excess of $155 million. Mindy is responsible for the marketing, packaging and underwriting of loans in Northeast West and Southeast Missouri. Mindy has been working with SBA 504 loans since 1990 and has been involved in the underwriting and packaging of SBA 504 loans since approximately 1993. In addition to her experience with the CDC she has also owned and operated three successful businesses.

 

Lisa Preston

Lisa Preston is President of The Preston Group, a financial consulting firm specializing in SBA loan program compliance, process improvement, loan review, preparation of credit and internal control policies, and liquidation assistance. The Preston Group assists lenders and certified development companies with all facets of SBA lending in an effort to improve efficiency, effectiveness, and profitability, as well as, adequately preparing for regulatory examinations.

Ms. Preston has over 26 years of financial experience including over 10 years with the Federal Deposit Insurance Corporation, establishing commercial Risk Mitigation procedures at a national PLP lender, and as an Examiner-In-Charge on behalf of the SBA conducting numerous Risk Based Reviews.

Ms. Preston is an Instructor for the National Association of Government Guaranteed Lenders (NAGGL) and the National Association of Certified Development Companies (NADCO). She also serves on the Region VI Liaison Committee, Membership Committee, and the Associate Members Committee for NAGGL. Ms. Preston holds a Bachelors of Science Degree in Finance from Florida State University and a Mediator designation from the University of Houston Law Center.

 

Ken Rosenthal

Ken Rosenthal has been a Senior Commercial Loan Officer for CDC Small Business Finance Corp. in San Diego, the largest CDC in the country, since 1991. Ken is responsible for business development and marketing for CDC/SBFC's 504 and 7(a) programs and State of California loan programs. Through his efforts, CDC Small Business Finance had an average annual funding of $60 million in 504 and 7(a) projects. Ken served on NADCO's Board of Directors as Region IX Director from 1995 to 1999.

 

Dan Schneider

Dan M. Schneider is the President & COO of Wisconsin Business Development Finance CorporationAfter receiving a BBA degree with a major in Finance, Dan spent nearly 20 years of his career in commercial banking. During his banking career, Dan had a strong emphasis in government guaranteed lending, primarily using the various SBA programs. Dan now has spent over 10 years at WBD. He began as a VP & Loan Officer and now serves as President & Chief Operating Officer, which includes overseeing the lending activities of the eight WBD offices located throughout Wisconsin. During Fiscal 2012, WBD obtained approval on over 300 loans totaling $220 million. WBD’s loan portfolio has an outstanding balance of over $650 million. Dan is also involved in other organizations, including a Board Member of WEDA (Wisconsin Economic Development Association). Dan was named the SBA’s 2013 Financial Services Champion for the State of Wisconsin and WBD was also named the Large CDC of the year by SBA.

 

Ethan Smith

Ethan W. Smith is a partner in the law firm of Starfield & Smith, P.C., where his areas of practice focus on government guaranteed lending, commercial lending, banking, real estate and commercial law. Mr. Smith has closed thousands of government guaranteed loans on behalf of his lender clients, assists lenders nationwide with SBA guaranty purchase issues and has been retained as an expert witness on SBA related litigation matters. Mr. Smith is a licensed title insurance agent for Chicago Title and Fidelity National Title in both Pennsylvania and New Jersey. He is a member of the National Association of Government Guaranteed Lenders (NAGGL) and is a frequent speaker and serves as a member of its Associate Member Committee. Mr. Smith is also an affiliate member of the National Association of Development Companies (NADCO) and is qualified as a designated closing attorney under the SBA 504 Program. During the years 2005-2011, Mr. Smith was honored by being named a Pennsylvania “Rising Star” by Philadelphia Magazine and is rated by Martindale Hubbell as an “AV Preeminent” attorney. He earned his B.A. degree from Johns Hopkins University, Baltimore, Maryland and J.D. degree from the College of William and Mary School of Law.

 

Michael Vanchiere

Mike has been employed with Mountain West Small Business Finance for over 20 years. He serves as a Senior Vice-Pres, Senior Loan Officer and Branch Manager for the Central Utah office. For the past 3 years, Mike’s personal SBA 504 production has average 50 loan per year and $28 million in dollar volume.He lectures and teaches workshops on Small Business lending programs at the local, state and national levels. Often Mike is called upon to consult with the private and public sector. Mike has been a NADCO instructor for the past 14 years. Mike holds a Bachelor of Arts degree from Louisiana State University in Political Science and a Master of Public Administration from Brigham Young University.

 

Wayne Williams

In the commercial banking industry since 1987 and with Business Finance Group since 1997, Wayne Williams is responsible for working with the lending community, small business owners and other partners within the Washington, D.C. metropolitan area.

While working with Business Finance Group, Wayne has personally assisted over 500 small businesses with projects totaling over $1 billion. He also staffed, trained, and managed trained BFG’s credit department when it was formally launched.  Prior to joining Business Finance Group, Wayne spent ten years in commercial lending with regional and national banks and has worked in SBA lending for most of his career.

Wayne is the Chair of the Lenders Quality Circle Steering Committee for the U.S. Small Business Administration Washington Metropolitan Area District Office.  He is former Chapter President, Instructor, and National Award Winner with the American Institute of Banking (AIB). He has also been an instructor for RMA (Risk Management Association).  Wayne obtained his BA in Economics from the University of North Carolina at Chapel Hill in 1987.  He is also a 1991 graduate of both the Advanced Management Program of the North Carolina School of Banking and the Risk Management Association Commercial Lending School at East Carolina University. In 2009, Wayne was recognized by the Washington Metropolitan Area District Office as SBA’s Financial Services Champion.


Advisory Councils

Attorney Advisory Council 

Please meet the members of the attorney advisory council. Members of this council designed the online 504 Loan Closing Update course. 





more Calendar

1/1/2016 » 12/31/2016
NADCO Credit Risk Institute I: Introduction to Financial Statements

1/1/2016 » 12/31/2016
NADCO Liquidation Suite: Module 1 - The Liquidation Decision

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