CRA Officer Information Packet

Transcription

1 CRA Officer Information Packet CONTENTS WCRA Board List CRA Officer Phone List Apportionment Schedules 4. CRA Opportunities through the WCRA

2 WCRA Board of Directors 2019 Christine Roveda Senior Vice President Community Lending & Investment Wells Fargo Bank 999 Third Avenue, 11 th Floor Mac # P J Seattle, WA Michael Dotson VP CRA Community Outreach Officer Banner Bank Bel-Red Road Bellevue, WA Jay Coleman Vice President KeyBank 1301 Fifth Avenue, 24 th Floor WA Seattle, WA Bob Powers Executive Director, Community Development Banking JPMorgan Chase 1301 Second Avenue 24 th Floor Seattle, WA Susan M. Duren President WCRA 1200 Fifth Avenue, Suite 1406 Seattle, WA Bob Granfelt EVP, Chief Credit Officer Commercial Real Estate Banking Opus Bank th Ave NE, Suite 190 Bellevue, WA Courtney Hashimoto Senior Relationship Manager, VP Umpqua Bank 1111 Third Avenue Suite 2900 Seattle, WA Tim Grant SVP, Multi-Family Lending Manager Washington Federal 425 Pike Street Seattle, WA Cell: Christine.A.Roveda@wellsfargo.com (425) Michael.Dotson@bannerbank.com jay_a_coleman@keybank.com Bob.powers@chase.com sduren@wcra.net (425) bgranfelt@opusbank.com courtneyhashimoto@umpquabank.com tim.grant@wafd.com Chair Vice- Chair Secretary Treasurer President January 8, 2019 Page 1 2

3 WCRA Board of Directors 2019 Brad Stevens VP, Commercial Real Estate Group Washington Trust Bank PO Box 2127 Spokane, WA Mike Gilmore Board Member Yakima Federal Savings & Loan Stephen C. Walker Director City of Seattle Office of Housing th Avenue, Suite 5700 Seattle, WA M.A. Leonard VP & Impact Market Leader Enterprise Community Partners 2025 First Avenue, Suite 1250 Seattle, WA Diane Klontz Assistant Director Washington State Dept. of Commerce, Community Services & Housing 1101 Plum Street SE Olympia, WA Paul Edwards Deputy Director Washington State Housing Finance Commission 1000 Second Avenue, Floor 27 Seattle, WA Scott Borth Partner Perkins Coie 1201 Third Avenue, 40 th Floor Seattle, WA Asst.: Cell: Asst: Asst: Asst: bstevens@watrust.com Contact WCRA for Mailing and telephone information mgilmo111@gmail.com (206) steve.walker@seattle.gov debi.lundberg@seattle.gov mleonard@enterprisecommunity.org trobinson@enterprisecommunity.org diane.klontz@commerce.wa.gov sarah.coggins@commerce.wa.gov paul.r.edwards@wshfc.org ashley.shtikel@wshfc.org sborth@perkinscoie.com Attorney January 8, 2019 Page 2 2

4 CRA Contacts Pool 1 Erin Burr Enterprise Risk Manager & CRA Officer 1st Security Bank of Washington Phone (425) ErinB@fsbwa.com th St. SW Suite 206 Mountlake Terrace WA Joyce Allison AVP, CRA & Compliance Officer Bank of the Pacific Compliance Department PO Box 99 Phone (503) jjallison@bankofthepacific.com Warrenton OR John Denton Manager Bank of the West Community Development Finance 2527 Camino Ramon, 3D-D Phone (925) john.denton@bankofthewest.com San Ramon CA Michael Dotson VP - CRA Community Outreach Officer Banner Bank Phone (425) michael.dotson@bannerbank.com Bel-Red Road Bellevue WA Wednesday, January 9, 2019 Page 1 of 8

5 Jann Wallach SVP, Compliance & CRA Officer Beneficial State Bank Phone (510) Webster Street Suite 100 Oakland CA Steve Vradenburg Assistant Credit Administrator Cashmere Valley Bank Phone (509) East Penny Road Wenatchee WA Cathy Choe Deputy CRA Officer Cathay Bank Phone (626) Flair Drive El Monte CA Adam Stein VP, CRA Compliance Manager, CRCM Columbia Bank Compliance 1000 SW Broadway Suite 1100 Portland OR Phone (503) Wednesday, January 9, 2019 Page 2 of 8

6 Keith Kishiyama East West Bank Phone (626) Flair Drive 6th Floor El Monte CA Kendra Waggoner VP, Community Development Officer First Federal S&L Assoc. of Port Angeles Phone (360) West 8th Street Port Angeles WA Suzanne Nester CRA & Compliance Officer First Financial Northwest Bank Phone (425) Wells Ave S. Renton WA Jon Shelton EVP, CCO First Sound Bank Phone (206) Fourth Avenue Suite 2350 Seattle WA Wednesday, January 9, 2019 Page 3 of 8

7 Nell-Garwood MacEachern CRA Compliance Officer Heritage Bank Tacoma Administrative Center 3866 South 74th Street Phone (253) Tacoma WA Vicki Foege FVP - Community Relations Director HomeStreet Bank Phone (206) vicki.foege@homestreet.com 601 Union Street Suite 2000 Seattle WA Kelli Plummer AVP/CRA Officer Supervisor JPMorgan Chase Community Reinvestment & Community Partn 1111 Polaris Parkway, 1L Phone (614) kelli.l.plummerknife@jpmchase.com Columbus OH Victoria Quinn Senior Relationship Manager/VP KeyBank Community Development Lending 1301 Fifth Avenue WA Seattle WA Phone (206) victoria_quinn@keybank.com Wednesday, January 9, 2019 Page 4 of 8

8 Emily Olson SVP Risk Management Kitsap Bank Phone (360) Bay Street Port Orchard WA Edward Quinlivan VP MUFG Union Bank Phone (619) B Street, Ste. 500 San Diego CA Kyla Allen VP Marketing Director North Cascades Bank-Division of Glacier Bank Phone (509) kyla.allen@ncnbank.com PO Box 1648 Chelan WA Lindsay Durr VP Northern Trust Bank Community Development & Investments 50 South LaSalle Street MB-24 Chicago IL Phone (312) ld58@ntrs.com Wednesday, January 9, 2019 Page 5 of 8

9 Rick Pitts EVP/Chief Lending Officer Olympia Federal S&L Assoc. Phone (360) PO Box 1338 Olympia WA Ginette Jones CRCM Opus Bank Phone (949) MacArthur Blvd, 12th Floor Irvine CA Scott Miller Director of Marketing, CRA Officer Riverview Community Bank Phone (360) PO Box Vancouver WA Kevin Raftery VP, Compliance Officer Seattle Bank Phone (206) University Street Suite 1850 Seattle WA Wednesday, January 9, 2019 Page 6 of 8

10 Lauren Jassny Chief Credit Officer The Commerce Bank of Washington Phone (206) Union Street, Suite 3600 Seattle WA Nicole Melton AVP/CRA Officer Timberland Bank Phone (360) Simpson Ave Hoquiam WA Jey Vierra Commercial Quality Control Manager Umpqua Bank Commercial Loan Operations 111 North Wall Street 4th Floor Spokane WA Caleb Stephens Community Development Mgr/CRA Officer Washington Federal Phone (509) Phone (206) Pike Street Seattle WA Wednesday, January 9, 2019 Page 7 of 8

11 Elizabeth Schroeder AVP, Compliance Manager Washington Trust Bank Compliance Department 717 W. Sprague Ave Phone (509) Spokane WA Dwight Prevo Wells Fargo Bank Community Development Officer MAC P Third Avenue, 4th Floor Seattle WA Adam Coe Loan Officer Yakima Federal Savings & Loan Assoc. Phone (206) Phone (509) E. Yakima Ave. Yakima WA Wednesday, January 9, 2019 Page 8 of 8

12 WASHINGTON COMMUNITY REINVESTMENT ASSOCIATION 2019 LOAN POOL #1 APPORTIONMENT SCHEDULE LOAN POOL LOAN POOL INSTITUTION PERCENT OF TOTAL CONTRIBUTION Wells Fargo Bank 11.69% $ 10,000, JPMorgan Chase Bank, N.A % $ 10,000, Key BANK 11.69% $ 10,000, Umpqua Bank 10.87% $ 9,300, Banner Bank 6.43% $ 5,500, Columbia Bank 6.31% $ 5,400, Washington Federal 5.84% $ 5,000, Washington Trust Bank 4.09% $ 3,500, Heritage Bank 4.03% $ 3,450, Beneficial State Bank 2.92% $ 2,500, Opus Bank 2.92% $ 2,500, HomeStreet Bank 2.63% $ 2,250, Yakima Federal S&L Association 2.34% $ 2,000, MUFG Union Bank 2.34% $ 2,000, Cashmere Valley Bank 1.75% $ 1,500, First Financial Northwest Bank 1.52% $ 1,300, st Security Bank of Washington 1.17% $ 1,000, East West Bank 1.05% $ 900, Commerce Bank of Washington 1.05% $ 900, Riverview Community Bank 1.05% $ 900, Skagit State Bank 0.91% $ 775, Timberland Savings Bank 0.82% $ 700, First Federal S&L of Port Angeles 0.82% $ 700, Bank of the Pacific 0.82% $ 700, Olympia Federal Savings and Loan 0.70% $ 600, North Cascades Bank, Div. of Glacier Bank 0.58% $ 500, Cathay Bank 0.58% $ 500, Seattle Bank 0.47% $ 400, Northern Trust Bank 0.23% $ 200, Bank of the West 0.23% $ 200, Kitsap Bank 0.23% $ 200, First Sound Bank 0.23% $ 200, PARTICIPATING LENDERS % $ 85,575, P1 Apportionment.xlsx

13 WASHINGTON COMMUNITY REINVESTMENT ASSOCIATION 2019 LOAN POOL #2 APPORTIONMENT SCHEDULE INSTITUTION LOAN POOL PERCENT OF TOTAL LOAN POOL CONTRIBUTION Wells Fargo Bank % $ 4,500,000 Key Bank % $ 3,812,000 JPMorgan Chase % $ 3,250,000 Umpqua Bank % $ 3,000,000 Columbia Bank 9.501% $ 2,500,000 First Financial Northwest Bank 7.601% $ 2,000,000 Pacific Continental 3.801% $ 1,000,000 Washington Federal 3.706% $ 975,000 1st Security Bank of Washington 3.420% $ 900,000 Washington Trust Bank 2.850% $ 750,000 Heritage Bank 2.090% $ 550,000 Banner Bank 1.900% $ 500,000 Opus 1.900% $ 500,000 North Cascades Bank,Div. of Glacier Bank 1.900% $ 500,000 Cashmere Valley Bank 0.950% $ 250,000 HomeStreet Bank 0.950% $ 250,000 Skagit Bank 0.950% $ 250,000 Bank of the West 0.855% $ 225,000 Yakima Federal Savings & Loan Assn 0.760% $ 200,000 Northern Trust Bank 0.760% $ 200,000 Cathay Bank 0.760% $ 200, PARTICIPATING LENDERS % $ 26,312, P2 Apportionment.xlsx

14 WASHINGTON COMMUNITY REINVESTMENT ASSOCIATION 2019 LOAN POOL #3 APPORTIONMENT SCHEDULE INSTITUTION LOAN POOL PERCENT OF TOTAL LOAN POOL CONTRIBUTION Banner Bank % $ 1,500,000 First Financial Northwest Bank % $ 1,500,000 Key Bank % $ 1,250,000 JPMorgan Chase 9.070% $ 1,000,000 Skagit Bank 9.070% $ 1,000,000 East West Bank 9.070% $ 1,000,000 Wells Fargo Bank 6.803% $ 750,000 First Federal S & L of Port Angeles 4.989% $ 550,000 Opus Bank 4.535% $ 500,000 Heritage Bank 4.535% $ 500,000 Yakima Federal Savings & Loan Association 4.535% $ 500,000 1st Security Bank of Washington 3.401% $ 375,000 Umpqua Bank 1.814% $ 200,000 Northern Trust Bank 1.814% $ 200,000 Cathay Bank 1.814% $ 200, PARTICIPATING LENDERS % $ 11,025, P3 Apportionment.xlsx

15 CRA Opportunities The WCRA is a lending consortium which allows your organization to receive CRA Credit for participating in the loans the WCRA makes on your behalf. The WCRA has three loan pools providing CRA Credit opportunities including the following programs: Affordable/Low Income Multi-Family Rental Housing including mixed use properties Economic Development Loans Special Needs Housing In addition to the three lending pools, the WCRA also offers Private Placement Bond Investments; a Tax Exempt Investment Program for 501(c)3 nonprofits to provide financing for affordable housing and real estate based economic development projects. As a member, the WCRA makes these Investment opportunities available to you. Contact us for opportunities to participate in WCRA Committees, such as the Criticized Credit Advisory Committee and the Loan Committee.