Brian Kerfoot

Business Banking Team Lead at Mechanics Bank

Role
Business Banking Team Lead at Mechanics Bank
Location
Sacramento, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian Kerfoot

I am a collaborative leader that partners with small to medium sized companies with sales ranging from $1.0MM to $70.0MM. My forward-thinking approach gives me a solid track record in commercial real estate and C&I lending, marketing, business development and account relationship management. I have received multiple service excellence awards for exceeding customer expectations while achieving business objectives. My specific areas of expertise include:* Commercial Real Estate (investor and owner-user)* Financial Analysis * Portfolio Management * Commercial Lending (C&I)* Business and Commercial Relationship Management * Business Planning and Strategy * Underwriting

Experience

  1. Business Banking Team Lead

    Mechanics Bank

    Mar 2021 — Present · Roseville, CA, US

    Manage a portfolio of customers covering Nor Cal - from Santa Rosa, Napa, to Lodi/Stockton and to the California/Oregon border to the north. Credit facilities offered include commercial real estate loans (owner-user), equipment, treasury management, multi-family, SBA and C&I (loans and lines) to small and medium size businesses ranging from $1.0 mil to $70.0 mil in sales with simple to complex lending needs.

Education

  • Minnesota State University, Mankato

    Bachelor of Science and Business Administration - BSBA

  • California State University-Sacramento

    Master of Business Administration - MBA

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