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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 [email protected] [email protected]
Chair
Michael Dotson VP – CRA Community Outreach Officer Banner Bank 12443 Bel-Red Road Bellevue, WA 98005
Phone: Fax: Email:
(425) 739-1057 [email protected]
Vice-Chair
Susan M. Duren President WCRA 1200 5th Avenue, Suite 1406 Seattle, WA 98101
Phone: Fax: Email:
206-292-0689 206-292-0782 [email protected]
President
Jay Coleman Vice President KeyBank 1301 5th Ave., 24th Fl. WA-31-13-2474 Seattle, WA. 98101
Phone: Cell: Email:
206-343-6818 [email protected]
Secretary
Christine Roveda VP Wells Fargo Bank 999 3rd Ave. 11th Floor Seattle, WA 98104
Phone: Fax: Email:
206-292-3548 206-292-3883 [email protected]
Treasurer
Alice Carr Western Regional Manager JPMorgan Chase 300 S. Grand, 4th Floor Los Angeles, CA. 90071
Phone: Fax: Email:
213-621-8396 [email protected]
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 [email protected] [email protected]
Mike Gilmore Board Member Yakima Federal Savings and Loan Association
Phone: Fax: Email:
Contact WCRA for Mailing and telephone information [email protected]
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 [email protected] [email protected]
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 [email protected] 206-459-6424 [email protected]
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 [email protected] [email protected]
Mark Hatate VP of Mortgage Loan Production Washington Federal 425 Pike Street Seattle, WA 98101
Phone: Email: Cell:
206-626-8514 [email protected] 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 [email protected]
Scott Borth Partner Perkins Coie 1201 3rd Avenue, 40th Floor Seattle, WA 98101-3099
Phone: Fax: Email:
206-359-8403 206-359-9403 [email protected]
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 [email protected]
Anchor Bank
Laurie Biddle
CRA Coordinator
215 E. Market St.
Aberdeen WA 98520-
Phone (360) 537-1477
email [email protected]
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 [email protected]
Bank of the Pacific
Eric Bjella
VP Marketing/CRA Officer
1101 South Boone Street
Aberdeen WA 98520-
Phone (360) 537-4060
email [email protected]
Bank of the West
John Denton
Manager
Community Development Finance
2527 Camino Ramon, 3D-D
San Ramon CA 94583-
Phone (925) 843-4621
email [email protected]
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 [email protected]
Beneficial State Bank
Jann Wallach
SVP, Compliance & CRA Officer
1438 Webster Street
Suite 100
Oakland CA 94612-
Phone (510) 550-8406
email [email protected]
Cashmere Valley Bank
Steve Vradenburg
Assistant Credit Administrator
124 East Penny Road
Wenatchee WA 98801-
Phone (509) 664-7160
email [email protected]
Cathay Bank
Esther Wee
SVP & CRA Officer
9650 Flair Drive
El Monte CA 91731-
Phone (626) 279-3690
email [email protected]
Columbia Bank
Adam Stein
VP, CRA Compliance Manager, CRCM
Compliance
1000 SW Broadway
Suite 1100
Portland OR 97205-
Phone (503) 279-3186
email [email protected]
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 [email protected]
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 [email protected]
First Financial Northwest Bank
Suzanne Nester
CRA & Compliance Officer
201 Wells Ave S.
Renton WA 98057-
Phone (425) 254-2032
email [email protected]
First Sound Bank
Jon Shelton
EVP, CCO
925 Fourth Avenue
Suite 2350
Seattle WA 98104-
Phone (206) 436-2003
email [email protected]
Foundation Bank
Brett Ballman
SVP, Compliance Officer
1110 - 112th Ave NE Ste 200
Bellevue WA 98004-
Phone (425) 691-5042
email [email protected]
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 [email protected]
HomeStreet Bank
Vicki Foege
FVP - Community Relations Director
601 Union Street
Suite 2000
Seattle WA 98101-
Phone (206) 515-4069
email [email protected]
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 [email protected]
KeyBank
Victoria Quinn
Senior Relationship Manager/VP
Community Development Lending
1301 5th Avenue
25th Floor
Seattle WA 98101-
Phone (206) 343-6959
email [email protected]
Kitsap Bank
Robert Banks
SVP/Commercial Market Manager
4714 Point Fosdick Drive NW
Gig Harbor WA 98335-
Phone (253) 858-1503
email [email protected]
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 [email protected]
North Cascades Bank-Division of Glacier Bank
Kyla Allen
VP Marketing Director
PO Box 1648
Chelan WA 98816-
Phone (509) 382-4502
email [email protected]
Northern Trust Bank
Deborah Kasemeyer
CRA Officer
181 West Madison, 10th Floor
Chicago IL 60675-
Phone (312) 444-4031
email [email protected]
Northwest Bank
925 Fourth Avenue
Suite 100
Seattle WA 98104-
Phone (206) 621-0808
Olympia Federal Savings & Loan Association
Chad Yerrington
AVP/Credit Loan Portfolio Administrator
PO Box 1338
Olympia WA 98507-1338
Phone (360) 754-3400
email [email protected]
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 [email protected]
Riverview Community Bank
Scott Miller
Director of Marketing, CRA Officer
PO Box 872290
Vancouver WA 98687-2290
Phone
email [email protected]
Riverview Community Bank
Kristin Utton
Commercial Loan Servicing Representative
17205 SE Mill Plain Blvd.
Vancouver WA 98683-
Phone (360) 514-5127
email [email protected]
Seattle Bank
600 University Street
Suite 1850
Seattle WA 98101-
Phone (206) 568-7800
Skagit Bank
Carrie Wallace
AVP/Compliance Officer
301 Fairhaven Avenue
Burlington WA 98233-
Phone (360) 755-0411
email [email protected]
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 [email protected]
The Commerce Bank of Washington
Lauren Jassny
Chief Credit Officer
601 Union Street, Suite 3600
Seattle WA 98101-
Phone (206) 292-4535
email [email protected]
Timberland Bank
Nicole Melton
AVP/CRA Officer
624 Simpson Ave
Hoquiam WA 98550-
Phone (360) 533-4747
email [email protected]
Umpqua Bank
Scott Reich
1 SW Columbia, Suite 1400
Portland OR 97258-
Phone (541) 312-4816
email [email protected]
Washington Federal
Lisa Wolf
Community Development Officer
425 Pike Street
2nd Floor
Seattle WA 98101-
Phone (206) 264-6972
email [email protected]
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 [email protected]
Wells Fargo Bank
Dwight Prevo
Community Development Officer
MAC P6540-045
999 Third Avenue, 4th Floor
Seattle WA 98104-
Phone (206) 343-6461
email [email protected]
Yakima Federal Savings and Loan Assoc.
Adam Coe
Loan Officer
118 E. Yakima Ave.
Yakima WA 98901-
Phone (509) 248-2634
email [email protected]
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.