cra officer information packet - partnership · svp community development banking northwest 800...

CRA Officer Information Packet

CONTENTS

1. 2016 WCRA Board List

2. 2016 CRA Officer Phone List

3. 2016 Apportionment Schedules

4. CRA Opportunities through the WCRA

WCRA Board of Directors 2016

John Swanson EVP & Manager Umpqua Bank 1111 Third Avenue, Suite 2900 Seattle, WA 98101

Phone: Fax: Email: Assistant:

206-749-7350 206-749-7358 JohnSwanson@UmpquaBank.com YulandaWu@UmpquaBank.com

Chair

Michael Dotson VP – CRA Community Outreach Officer Banner Bank 12443 Bel-Red Road Bellevue, WA 98005

Phone: Fax: Email:

(425) 739-1057 Michael.Dotson@bannerbank.com

Vice-Chair

Susan M. Duren President WCRA 1200 5th Avenue, Suite 1406 Seattle, WA 98101

Phone: Fax: Email:

206-292-0689 206-292-0782 sduren@wcra.net

President

Jay Coleman Vice President KeyBank 1301 5th Ave., 24th Fl. WA-31-13-2474 Seattle, WA. 98101

Phone: Cell: Email:

206-343-6818 jay_a_coleman@keybank.com

Secretary

Christine Roveda VP Wells Fargo Bank 999 3rd Ave. 11th Floor Seattle, WA 98104

Phone: Fax: Email:

206-292-3548 206-292-3883 Christine.A.Roveda@wellsfargo.com

Treasurer

Alice Carr Western Regional Manager JPMorgan Chase 300 S. Grand, 4th Floor Los Angeles, CA. 90071

Phone: Fax: Email:

213-621-8396 alice.carr@chase.com

Paul Edwards Deputy Director Washington State Housing Finance Commission 1000 Second Ave, Floor 27 Seattle, WA 98104

Phone: Fax: Email: Assistant:

206-287-4462 206-587-5113 paul.r.edwards@wshfc.org ashley.shtikel@wshfc.org

Mike Gilmore Board Member Yakima Federal Savings and Loan Association

Phone: Fax: Email:

Contact WCRA for Mailing and telephone information mgilmo111@gmail.com

Diane Klontz Assistant Director Washington State Dept. of Commerce, Community Services & Housing 1101 Plum St. SE Olympia, WA 98504-2525

Phone: Fax: Email: Assistant:

360-725-4142 diane.klontz@commerce.wa.gov Meredith.randell@commerce.wa.gov

M.A. Leonard VP & Impact Market Leader Enterprise Community Partners 2025 First Avenue, Suite 1250 Seattle, WA 98121

Phone: Fax: Email: Cell: Assistant:

206-223-4519 mleonard@enterprisecommunity.org 206-459-6424 tburbage@enterprisecommunity.org

WCRA Board of Directors 2016

Judith Olsen CEO Impact Capital 401 2nd Avenue South, Suite 301 Seattle, WA 98104

Phone: Fax: Email: Assistant:

206-658-2602 206-587-3260 judith@impactcapital.org michaelm@impactcapital.org

Mark Hatate VP of Mortgage Loan Production Washington Federal 425 Pike Street Seattle, WA 98101

Phone: Email: Cell:

206-626-8514 Mark.hatate@wafd.com 206-351-2310

Lorie Hanson Vice President, Commercial Real Estate Group Washington Trust Bank P O Box 2127 Spokane, Wa. 99210-2127

Phone: Email: Cell:

509-353-4176 lhanson@watrust.com

Scott Borth Partner Perkins Coie 1201 3rd Avenue, 40th Floor Seattle, WA 98101-3099

Phone: Fax: Email:

206-359-8403 206-359-9403 sborth@perkinscoie.com

Attorney

CRA Contacts Pool

1st Security Bank of Washington

Erin Burr

Enterprise Risk Manager & CRA Officer

6920 220th St. SW

Suite 206

Mountlake Terrace WA 98043-

Phone (425) 697-8020

email ErinB@fsbwa.com

Anchor Bank

Laurie Biddle

CRA Coordinator

215 E. Market St.

Aberdeen WA 98520-

Phone (360) 537-1477

email laurie.biddle@anchorsb.com

Bank of America

Jan Laskey

SVP

Community Development Banking Northwest

800 Fifth Avenue, 37th Floor

WA1-501-37-67

Seattle WA 98104-

Phone (206) 358-7617

email jan.k.laskey@baml.com

Bank of the Pacific

Eric Bjella

VP Marketing/CRA Officer

1101 South Boone Street

Aberdeen WA 98520-

Phone (360) 537-4060

email ebjella@bankofthepacific.com

Bank of the West

John Denton

Manager

Community Development Finance

2527 Camino Ramon, 3D-D

San Ramon CA 94583-

Phone (925) 843-4621

email john.denton@bankofthewest.com

Monday, August 08, 2016 Page 1 of 8

Banner Bank

Cheryl Simpkins

Compliance Department

PO Box 105

Chewelah WA 99109-

Phone (509) 344-5335

email cheryl.simpkins@bannerbank.com

Beneficial State Bank

Jann Wallach

SVP, Compliance & CRA Officer

1438 Webster Street

Suite 100

Oakland CA 94612-

Phone (510) 550-8406

email JWallach@beneficialstate.com

Cashmere Valley Bank

Steve Vradenburg

Assistant Credit Administrator

124 East Penny Road

Wenatchee WA 98801-

Phone (509) 664-7160

email stevev@cashmerevalleybank.com

Cathay Bank

Esther Wee

SVP & CRA Officer

9650 Flair Drive

El Monte CA 91731-

Phone (626) 279-3690

email esther.wee@cathaybank.com

Columbia Bank

Adam Stein

VP, CRA Compliance Manager, CRCM

Compliance

1000 SW Broadway

Suite 1100

Portland OR 97205-

Phone (503) 279-3186

email astein@columbiabank.com

Monday, August 08, 2016 Page 2 of 8

East West Bank

Keith Kishiyama

9300 Flair Drive

6th Floor

El Monte CA 91731-

Phone (626) 768-6399

email keith.kishiyama@eastwestbank.com

First Federal S&L Assoc. of Port Angeles

Kendra Waggoner

VP, Community Development Officer

105 West Eighth

Port Angeles WA 98362-

Phone (360) 808-5737

email kendra.waggoner@ourfirstfed.com

First Financial Northwest Bank

Suzanne Nester

CRA & Compliance Officer

201 Wells Ave S.

Renton WA 98057-

Phone (425) 254-2032

email nesters@ffnwb.com

First Sound Bank

Jon Shelton

EVP, CCO

925 Fourth Avenue

Suite 2350

Seattle WA 98104-

Phone (206) 436-2003

email jshelton@firstsoundbank.com

Foundation Bank

Brett Ballman

SVP, Compliance Officer

1110 - 112th Ave NE Ste 200

Bellevue WA 98004-

Phone (425) 691-5042

email brett.ballman@foundationbank.com

Monday, August 08, 2016 Page 3 of 8

Heritage Bank

Heather Burris

Compliance Specialist

32303 Pacific Hwy S.

Federal Way WA 98003-

Phone (253) 471-5770

email Heather.Burris@heritagebanknw.com

HomeStreet Bank

Vicki Foege

FVP - Community Relations Director

601 Union Street

Suite 2000

Seattle WA 98101-

Phone (206) 515-4069

email vicki.foege@homestreet.com

JPMorgan Chase

Kelli Plummer

AVP/CRA Officer Supervisor

Community Reinvestment & Community Partn

1111 Polaris Parkway, 1L

Columbus OH 43240-2050

Phone (614) 217-3499

email kelli.l.plummerknife@jpmchase.com

KeyBank

Victoria Quinn

Senior Relationship Manager/VP

Community Development Lending

1301 5th Avenue

25th Floor

Seattle WA 98101-

Phone (206) 343-6959

email victoria_quinn@keybank.com

Kitsap Bank

Robert Banks

SVP/Commercial Market Manager

4714 Point Fosdick Drive NW

Gig Harbor WA 98335-

Phone (253) 858-1503

email rbanks@kitsapbank.com

Monday, August 08, 2016 Page 4 of 8

MUFG Union Bank

Edward Quinlivan

VP

530 B Street, Ste. 500

San Diego CA 92101-

Phone (619) 230-3256

email edward.quinlivan@uboc.com

North Cascades Bank-Division of Glacier Bank

Kyla Allen

VP Marketing Director

PO Box 1648

Chelan WA 98816-

Phone (509) 382-4502

email kyla.allen@ncnbank.com

Northern Trust Bank

Deborah Kasemeyer

CRA Officer

181 West Madison, 10th Floor

Chicago IL 60675-

Phone (312) 444-4031

email dlk@ntrs.com

Northwest Bank

925 Fourth Avenue

Suite 100

Seattle WA 98104-

Phone (206) 621-0808

email

Olympia Federal Savings & Loan Association

Chad Yerrington

AVP/Credit Loan Portfolio Administrator

PO Box 1338

Olympia WA 98507-1338

Phone (360) 754-3400

email cyerrington@olyfed.com

Monday, August 08, 2016 Page 5 of 8

Opus Bank

Ginette Jones

CRCM

19900 MacArthur Blvd, 12th Floor

Irvine CA 92612-

Phone (949) 224-8822

email gjones@opusbank.com

Riverview Community Bank

Scott Miller

Director of Marketing, CRA Officer

PO Box 872290

Vancouver WA 98687-2290

Phone

email scottmiller@riverviewbank.com

Riverview Community Bank

Kristin Utton

Commercial Loan Servicing Representative

17205 SE Mill Plain Blvd.

Vancouver WA 98683-

Phone (360) 514-5127

email KristinUtton@riverviewbank.com

Seattle Bank

600 University Street

Suite 1850

Seattle WA 98101-

Phone (206) 568-7800

email

Skagit Bank

Carrie Wallace

AVP/Compliance Officer

301 Fairhaven Avenue

Burlington WA 98233-

Phone (360) 755-0411

email carriew@skagitbank.com

Monday, August 08, 2016 Page 6 of 8

Sunwest Bank

Steve Smith

President of Washington State Area

411 108th Ave NE, Suite 120

Bellevue WA 98004-

Phone (425) 453-6744

email ssmith@sunwestbank.com

The Commerce Bank of Washington

Lauren Jassny

Chief Credit Officer

601 Union Street, Suite 3600

Seattle WA 98101-

Phone (206) 292-4535

email lauren.jassny@tcbwa.com

Timberland Bank

Nicole Melton

AVP/CRA Officer

624 Simpson Ave

Hoquiam WA 98550-

Phone (360) 533-4747

email njmelton@timberlandbank.com

Umpqua Bank

Scott Reich

1 SW Columbia, Suite 1400

Portland OR 97258-

Phone (541) 312-4816

email scottreich@umpquabank.com

Washington Federal

Lisa Wolf

Community Development Officer

425 Pike Street

2nd Floor

Seattle WA 98101-

Phone (206) 264-6972

email lisa.wolf@wafd.com

Monday, August 08, 2016 Page 7 of 8

Washington Trust Bank

Elizabeth Schroeder

AVP, Compliance Manager

Compliance Department

717 W. Sprague Ave

Spokane WA 99201-

Phone (509) 358-3730

email eschroeder@watrust.com

Wells Fargo Bank

Dwight Prevo

Community Development Officer

MAC P6540-045

999 Third Avenue, 4th Floor

Seattle WA 98104-

Phone (206) 343-6461

email dwight.j.prevo@wellsfargo.com

Yakima Federal Savings and Loan Assoc.

Adam Coe

Loan Officer

118 E. Yakima Ave.

Yakima WA 98901-

Phone (509) 248-2634

email adam.coe@yakimafed.com

Monday, August 08, 2016 Page 8 of 8

WASHINGTON COMMUNITY REINVESTMENT ASSOCIATION

2016 LOAN POOL #1 APPORTIONMENT SCHEDULE

2016 Apportionm ent 02/01/2016

DOMESTIC Loan Pool Loan Pool

INSTITUTION 1 Percentage of total ContributionWELLS FARGO BANK 10.56% 10,000,000 JPMORGAN CHASE BANK, N.A. 10.56% 10,000,000 KEYBANK 10.56% 10,000,000 UMPQUA BANK 9.82% 9,300,000 BANK OF AMERICA 9.51% 9,000,000 WASHINGTON FEDERAL 5.28% 5,000,000 COLUMBIA BANK 5.28% 5,000,000 WASHINGTON TRUST BANK 3.70% 3,500,000 BANNER BANK 5.81% 5,500,000 HERITAGE BANK 3.64% 3,450,000 BENEFICIAL STATE BANK 2.64% 2,500,000 HOMESTREET BANK 2.38% 2,250,000 YAKIMA FEDERAL S&L ASSOCIATION 2.11% 2,000,000 MUFG UNION BANK 2.11% 2,000,000 OPUS BANK 1.58% 1,500,000 CASHMERE VALLEY BANK 1.58% 1,500,000 SUNWEST BANK 1.58% 1,500,000 FIRST FINANCIAL NORTHWEST BANK 1.37% 1,300,000 EAST WEST BANK 0.95% 900,000 COMMERCE BANK OF WASHINGTON 0.95% 900,000 RIVERVIEW COMMUNITY BANK 0.95% 900,000 SKAGIT STATE BANK 0.82% 775,000 TIMBERLAND SAVINGS BANK 0.74% 700,000 FIRST FEDERAL S&L OF PORT ANGELES 0.74% 700,000 BANK OF THE PACIFIC 0.74% 700,000 OLYMPIA FEDERAL SAVINGS AND LOAN 0.63% 600,000 ANCHOR SAVINGS BANK 0.53% 500,000 FOUNDATION BANK 0.42% 400,000 NORTH CASCADES BANK, DIV. OF GLACIER BANK 0.42% 400,000 SEATTLE BANK 0.42% 400,000 1ST SECURITY BANK OF WASHINGTON 0.32% 300,000 NORTHERN TRUST BANK 0.21% 200,000 CATHAY BANK 0.21% 200,000 BANK OF THE WEST 0.21% 200,000 NORTHWEST BANK 0.21% 200,000 KITSAP BANK 0.21% 200,000 FIRST SOUND BANK 0.21% 200,000

37 BANKS 100.00% 94,675,000

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.