Tim Anderson is an experienced commercial banking executive who specializes in all aspects of SBA Lending and Management. A graduate of Georgia State University’s J. Mack Robinson’s School of Business with a degree in economics, Tim started his financial services career with a focus on investments and planning then transitioned to commercial banking. It was a natural progression when he transitioned his focus to SBA Lending. Tim has virtually performed all aspects of SBA lending including sales, sales management and other SBA lending initiatives.
Tim is happily married with three daughters. He is a formerly trained musician who still actively plays guitar with his band.
Dave has over 18 years of experience in business lending, credit approval and credit scoring. He is a Business Development Officer and Relationship Manager, who is experienced in SBA commercial real-estate lending and franchise sales. Dave is a successful business lending professional, experienced at maintaining good business relationships and recognized for having Integrity and developing trust in a business environment.
Dave graduated from Endicott College and earned a Bachelor of Science degree in Business Administration/Finance.
Jarron Gray has over 15 years of experience in the SBA and banking industry. In that time, Jarron has been an underwriter, a portfolio manager, and business development officer. The last 14 plus years of his career have been spent handling all phases of SBA and Small Business Lending from origination, underwriting, and portfolio management. Jarron received his bachelor’s degree from the University of Nevada, Las Vegas and his MBA from Western Governors University. Jarron is an active volunteer with the Urban Chamber of Commerce and currently serves as Treasurer of the Urban Chamber of Commerce. When not assisting small businesses, Jarron spends his time with his wife, two daughters and two puppies.
By combining her 20-plus years of experience with her love for deal making, Amanda helps entrepreneurs finance their dreams with the best loan structure to optimize business cash flow. She provides support and lending solutions for businesses to start, grow, or transition to new ownership through mergers, acquisitions, or partner buyouts.
Her passion for banking and financing began when she was in college in 1998. Throughout the past two decades, Amanda has served in multiple roles at community, regional, and big banks in Kentucky. Most of her career has been spent in business banking specializing in SBA Lending. She has vast lending knowledge particularly in SBA 7(a) and 504 loans, healthcare financing, senior care financing, educational/childcare financing, partner buyouts, mergers and acquisitions, business expansion, and identifying cash flow solutions.
Along with staying current on the latest trends affecting the financial and business world, Amanda keeps her skills fine-tuned by constantly seeking educational opportunities to make her the best resource for her community of business owners, entrepreneurs, franchises, business brokers, and other bankers. Having grown up as the daughter of a successful small business owner, she has personal knowledge of the issues that businesses face and she looks for creative solutions to overcome those obstacles.
Amanda also believes in supporting her community as shown by her leadership positions and service to her local school district. She has served as the Parent Representative for Spencer County Middle School-Based Decision-Making Council, Spencer County High School Director and Head Cheerleading Coach, Spencer County Public Schools Superintendent Advisory Committee, Spencer County Public Schools Calendar Committee, and Past President for both Taylorsville Elementary and Spencer County Middle School Parent Teacher Student Organization. She also serves as a state board member of KAPOS. When not putting together business deals, or supporting her children’s activities, you can find Amanda cheering on her favorite sports teams or traveling to beautiful destinations.
Mrs. Jolin joined Customers Bank’s SBA team in 2017 and has over 35 years of commercial banking experience, with the past 20 plus years specializing in SBA lending. Jolin has specific expertise in Child Care Centers and Franchises, and she has been honed for her skills in working in the SBA lending divisions of various regional and community banks. Jolin began her SBA career working in SBA loan operations prior to joining Comerica Bank as a business development officer. Jolin is an active member in the community and volunteers as a loan committee member for a nonprofit community development financial institution that provides capital and business development training to minorities and the underserved in the community.
Jolin has dedicated much of her career to supporting business owners in the community and was honored to be nominated and awarded the 2012 North Florida District and State SBA Financial Services Champion of the Year. She lives in Orlando, Florida with her husband and their four dogs.
Since 2000, Mr. Katz has been working within the SBA lending industry where he has held various roles. He started his career as an SBA underwriter/portfolio manager where he was able to build a fundamental knowledge of SBA lending and the policies that govern the program. Katz was promoted to an SBA business development officer in 2005 and has been providing SBA 7(a) lending to small business owners all across the country.
Katz graduated from Loyola University Chicago where he earned a bachelor’s degree in Finance. He currently resides in the Chicago suburbs with his wife and two children.
Ms. Kennedy has been in banking and commercial lending for over 30 years. She started her banking career at Meridian Bank in Reading, PA as a senior field auditor in the asset based lending department. After two years, Kennedy joined the SBA lending department and has spent the last 28 years working in various roles of increasing responsibility including: team leader, underwriting, portfolio management and as an SBA senior business development officer. Kennedy has held SBA roles at Meridian Bank, CoreStates Bank, First Union National Bank, PNC Bank and most recently at Customers Bank.
Throughout her SBA lending career, Kennedy has won various awards for loan production and helped numerous business owners realize their dreams. She earned a Bachelor of Science in Accounting and an MBA in Finance from St. Joseph’s University in Philadelphia, PA.
Over the past 23 years, Ms. Kidd has originated and closed 130 commercial loans totaling $185 million. Kidd focuses on the hospitality industry where she enjoys partnering with hoteliers to find financing that best fits their needs. Kidd’s loan closings include new construction projects, conversions, expansions, refinances and acquisitions. She is dedicated to providing outstanding customer service and is passionate about the hospitality industry.
Kidd earned a Bachelor of Business Administration from The University of Mississippi in Oxford, MS.
John, having spent the first half of his career in the securities industry as a Municipal Bond trader and salesperson, has over thirty years experience in the financial services industry. Over the last 17 years John has been committed to small business lending, working as a lender service provider (LSP) to financial institutions throughout the state of Florida as well as having launched an SBA Pilot program for underserved businesses in 2013. John has lending experience in a broad range of small business solutions, including traditional Asset Based lending, SBA CAPLine, SBA (504), SBA 7(a) as well as the USDA Business and Industry loan program. As a former board member and Vice President of Economic Development for a state-wide CDC John has received SBA training from NADCO, the national trade association for SBA Certified Development Companies.
John received his Bachelor’s degree from the School of Business at St. Thomas University in Miami, FL. Very active in the community John has most recently launched an annual golf outing and fundraising event to benefit the Wounded Warrior Project.
Ms. Mason has more than 30 years of experience in the banking industry and is a licensed Massachusetts real estate broker. Mason is an active member of the community and volunteers at the Boston Food Bank and Thompson Island Outward Bound.
She graduated from the University of Florida and earned a Bachelor of Science degree in Business Administration/Finance.
Judy Rosner has 30 years of SBA Experience and over $350 Million in closed loans. She started her career as a Commercial Underwriter at The Money Store in the 80’s, and has since worked in every aspect of SBA Lending. Judy is focused on financing goodwill mergers & acquisitions, hospitality industry and owner/user commercial real estate acquisition transactions.
Understanding the importance of networking, Judy started the Women in Commercial Lending Networking Group in 2016. This dynamic group has continually expanded with a Member Directory of over 100 female Bankers, CPAs, Realtors and Business Brokers in the New Jersey and New York footprint.
Judy has been successful in SBA Lending due to her focus on offering her clients experience, respect, and a bit of a sense a humor.
Mr. Signorelli joined Customers Bank with over 34 years of banking experience, 29 of those years were specializing in U.S. small business loans. Signorelli is well versed in the SBA industry and has worked with both bank and non-bank lenders on a national and regional level.
He attended Southern Methodist University and earned a degree in Business Administration/Finance. Signorelli is a Board Member of North Texas Association of Government Guaranteed Lenders (NTAGGL).
Robert has over 30 years of banking experience with 20 of these years being in SBA Lending. His focus is on all types of SBA Lending: Business Acquisition, Real Estate, Construction, Debt Restructure, Business Expansion, Start-up Businesses, Existing Business, Franchises, etc. He also owned his own company specializing in brokering commercial and SBA Loans.
Robert earned his BSBA in Finance from Appalachian State University and his MBA from The McColl School of Business at Queens University.
Mrs. Waylett joined Customers Bank in 2019 with approximately 20 years of commercial banking experience that includes serving in all roles of the SBA loan process. She believes banking is a relationship and prioritizes customer service. Waylett utilizes her industry knowledge to act as an advocate for small businesses to help them achieve their lending goals.
Waylett earned a bachelor’s degree in Business Administration/Finance from San Diego State University and is also a graduate of the Pacific Coast Banking School. Waylett serves on the board of San Luis Obispo County’s Court Appointed Special Advocates (CASA) where she is passionate about assisting abused and neglected children and helps provide them a voice for their future. Waylett and her family reside in California’s central coast region.
Being empowered to put ideas into practice helps all of us improve business processes across the bank. When we succeed as a team, we bring more value to the bank and our customers.
Many individuals find their passion in helping others achieve their goals.
Ana is one of those individuals who thrive on helping people attain success. She will tell you it is very gratifying when your job allows you to help other individuals achieve their goals, no matter the size of your role. Ana, who is originally from Argentina, has more than 26 years of experience in community banking. She points out success in the business world goes beyond making the business profitable. Success also entails helping clients make their jobs easier and more efficient, as well as getting them closer to turning their plans into accomplished dreams.
Ana enjoys challenges that enable her to learn about new products and services, which allows her to share that knowledge with team members to create more significant customer experiences. Outside of work, Ana is very devoted to her family and enjoys spending time with her husband and son.
I remember being mistreated as an immigrant and how hard it was to succeed. Multicultural banking is part of mainstream banking and it is very gratifying to work with individuals that have had similar experiences to create opportunities for them to succeed.
How does a professional singer and lawyer become a commercial banker?
Meet Miguel Alban. Miguel grew up in a hard-working family in Peru and began playing guitar at the age of 14. His musical talent lead him to become a professional singer before attending and graduating from law school. He later decided to move to the United States, where he earned a master’s in international law at Temple University.
Miguel is passionate about learning and is enrolled in the American Bankers Association’s Stonier Graduate School of Banking at the Wharton School of the University of Pennsylvania. He decided to pursue a career in banking after being offered an opportunity by the CEO of a regional bank. With thirteen years of multicultural banking experience, he enjoys working at Customers Bank and appreciates how welcoming and helpful his fellow Team Members have been.
As a loving father, Miguel enjoys spending time with his wife and three kids, who are enthusiastic sports fans. The entire family enjoys watching the oldest son play soccer on a traveling team. Miguel is active in the community and encourages his family to volunteer as often as possible. He serves on the Board of Trustees at Malvern Preparatory School and the Board of Directors at Congreso de Latinos Unidos. Miguel is also the Vice President of the Consular Corps Association in Philadelphia and serves as the region’s Head Consul of Peru.
“I’m thrilled to be a part of Customers Bank’s team and to be able to contribute to the management team’s vision for sustained growth and profitability.”
In June of 2020, Daniel joined Customers Bank as a Senior Vice President and Treasurer with more than 20 years of experience. In this role, Daniel is responsible for overseeing the bank’s risk management and liquidity and funding capital stress testing, among other obligations.
Daniel’s professional background includes serving in various management-level positions of increasing responsibilities for several top financial institutions. He earned a Bachelor’s in Economics from The University of Chicago and later earned an MBA in Finance and Marketing from The University of Chicago Booth School of Business. He is a Chartered Financial Analyst and resides in Manhattan with his wife.
As Chief Credit Officer, Andrew leads a team of more than 50 experienced financial professionals involved in credit underwriting, loan work-out, collections, appraisals, environment orders and reviews. He also serves as the chairperson for the bank’s various loan committees, as well as a member of the bank’s Allowance for Loan Loss, Enterprise Risk Management and Executive Management Committee.
Andrew joined Customers Bank in 2010 with extensive credit experience spanning commercial underwriting, credit and risk management, work-outs, troubled assets, asset repositioning and liquidation, distressed loan rehabilitation and other financial expertise. During his career, he has managed commercial loan portfolios ranging in value up to approximately $1 billion during some of the most turbulent market conditions with sensitivity to clients’ needs and changing economic pressures.
Andrew brings a diverse credit perspective to the Office of the Chair gleaned from his extensive experience at large and small banks, as well as his non-traditional credit experience from the leasing market. He earned his Bachelor of Science in Finance with a minor in Economics from Susquehanna University and later earned his MBA in Finance and International Business from St. Joseph’s University. Andrew and his wife reside in Berks County.
“I am delighted to return to Customers Bank and be part of a leading financial institution that takes pride in its Team Members.”
Jessie is a seasoned financial executive with more than 18 years of experience leading teams focused on technical accounting, tax, audit and regulatory reporting. In June, he returned to Customers Bank to serve as the Chief Accounting Officer and is responsible for overseeing corporate accounting functions and policy.
Outside of the office, he is an active member of Scouts Royale Brotherhood, an organization based in the Philippines that develops leadership and promotes friendship and service. Jessie assists the organization with community initiatives, including supporting the annual Philippine Independence Day Parade in New York and helping the Ronald McDonald House in New Jersey.
Jessie received his Bachelor of Science degree in Accountancy from the University of the Philippines and is a Certified Public Accountant in the state of Pennsylvania. He and his wife currently reside in Collegeville, Pennsylvania.
Having grown up playing sports, I really enjoy working in an environment where you are able to work individually and contribute as part of a larger team. You get a real sense of accomplishment helping clients meet their business goals.
Craig is a key Team Member of the bank’s commercial credit division. He understands that making quick decisions on business loans is important to the success of our commercial clients. Fast, however, does not begin to describe Craig. He recently ran the New York Marathon and completed the race in a remarkable 2 hours and 34 minutes, less than thirty minutes shy of the men’s record holder (set in 2011 with a time of 2:05:05).
What’s even more impressive than Craig’s time, is his ability to raise more than $4,000 to help fight Huntington’s disease. His fundraising efforts were the result of the support he received from his friends and family, as well as contributions from the bank and his fellow Team Members. Craig is planning to run in the Boston Marathon next year.
He enjoys working at Customers Bank on the commercial credit team and likes how involved he is in the entire credit process compared to siloed roles he has held at other financial institutions. This blended approach enables Craig to be more responsive to clients’ needs and assist them throughout the entire loan process.
It’s not the dog or cat’s fault they are part of a family that has fallen on hard times. What is important, is that we focus on helping every family member that needs support, not just the ones that walk on two legs.
Ever since Daniel can remember, he has always enjoyed music. While in elementary school his parents bought him a full drum set and he has been pounding out his own beat ever since. As a devoted family guy, it made perfect sense to teach his two young daughters how to play drums so he could share his passion with them. During company parties, Daniel can be found on stage playing the bass drum and hi-hats to lay the rhythm to “Wild Thing!” and other popular songs.
Daniel’s passion for music has also driven him to become more involved in the community. He and his family are supporters of Little Kids Rock, an organization focused on restoring music programs in K-12 schools across the country. The organization has provided more than 850,000 students with inclusive and culturally relevant music education in the genres of rock, pop, Latin and rap.
His community involvement is not solely focused on music and children. Daniel is very active in several organizations throughout the community that host clothing drives for disadvantaged pets. Members of the community are able to donate blankets, towels, food and other items to support struggling households with pets. Daniel is also a runner and has joined multiple runs that raise money for homeless animals.
Daniel’s passions are also a driving force at Customers Bank. On a daily basis, he is involved in bringing multiple parties together to collaborate on Opportunity Zone developments and EB-5 projects. He is consistently recognized in the industry for his work and was honored to be included on the Opportunity Zone Power 100 List. The list is a compilation of industry experts that have brought attention to Opportunity Zones program and collaborated with others on national economic issues including poverty, income inequality, lack of jobs and lack of affordable housing.
Golf has helped me grow as an individual and as a professional. It has instilled the confidence, perseverance and determination to be successful in a traditionally men’s sport and in the banking industry.
Everyone knows that special person. The individual who makes sure our glasses are full, food is replenished and ensures everyone is having an amazing time. Paula Pais is exactly that person.
Paula is also a remarkable golfer and is a member of the Rhode Island Fireballz, an eight-woman golf team that travels and competes in LPGA’s Amateur Golf Association tournaments regionally and across the nation. She has also competed individually in the semi-finals of the LPGA’s Amateur Championship. Paula is passionate about life in general, particularly in regard to spending time with her family. She also enjoys traveling and has been back to her home country of Portugal, as well as to the Mediterranean. A six-day golf trip to Ireland is planned later this year.
Paula brings her passion for athleticism to Customers Bank as well, where she is a volunteer wellness champion and especially likes helping co-workers get their steps in during the summer and completing their outdoor boot camps. In her role at the bank, Paula helps to make sure everything is running smoothly and is involved in marketing, Team Member services, operations, planning budgets, financial analysis, hosting events and more. Paula enjoys the camaraderie she feels working with her colleagues and the sense of accomplishment when projects are completed on time and exceed goals. She loves hosting events with her colleagues because it provides her the opportunity to get to know everyone on a personal basis.
To me, being passionate means putting 1000% in everything I do. At work, I challenge every member of my team to create at least one great customer experience each day.
Hard-working, passionate, career-focused, community-oriented, dedicated mother and wife. These are just a couple of statements that begin to describe Zoe. As a banking group head, Zoe is often found in the community interacting with business leaders and clients to help them achieve their financial goals and dreams. In the office, she conducts regular strategy sessions with her team to identify opportunities to put customers’ needs first. Zoe truly personifies Customers Bank’s principle of always putting customers first by delivering a high level of personalized banking service that makes customers say “WOW!!!!”
She is equally as passionate about strategizing to help colleagues, friends and family achieve their goals. This drive has led Zoe to become involved in community organizations focused on ensuring children have equal opportunities for success. Zoe was recently named to the board of READ Alliance, an education organization focused on teaching literacy to underserved early elementary students throughout New York City. Zoe’s community involvement also includes serving as a board member of the Port Chester-Rye Brook-Rye Town Chamber of Commerce and as a member of the Business Council of Westchester.
Zoe believes that having her voice heard, listened to and appreciated is one of the greatest benefits of working at Customers Bank. She also enjoys being challenged to go above her comfort zone and the opportunity to work with clients in new industries.
This challenge was important to me on so many levels. I grew up in Michigan in a family full of first responders. The challenge to simulate climbing 110 flights of stairs while wearing a firefighters’ turnout gear was a great opportunity to honor all the individuals who gave their lives for people they didn’t know on September 11th.
Most people like to kick back and relax after work. Not Pati. Several years ago, she decided to get into shape and now, like a force of nature, nothing holds her back. She enjoys physically challenging activities and pushing herself to extremes. When her trainer mentioned the 9/11 Firefighter Challenge, Pati knew she couldn’t pass on it.
Most people do not know that Pati had an interest in pursuing a law enforcement career and took the Reading police officer exam. This passion for helping the larger community has led to her regularly volunteering with several organizations to create boot camps that directly support law enforcement officers.
Pati’s focus on community activism and support for others extends to her career with Customers Bank, where she serves as the campaign coordinator for the Bank’s support of United Way programs.
It’s all about gaining knowledge and bringing back a skill you can incorporate in everyday life. My end goal is to build my own house and my travels have helped me learn important skills to be able to fulfill that dream.
These days everyone is connected to digital devices 24/7, which is exactly what you would expect from an IT person as well. But that’s not the case for Dominic Woolfrey.
For the last 17 years, Dominic has enjoyed being a potter. He needed something away from a computer screen that provided him the opportunity to unwind. Dominic also learned another benefit of pottery . . . he hasn’t had to buy cups, mugs, plates or bowl in years.
Dominic is also very active in the community and is the Board Chair for JUNTA for Progressive Action, as well as a board member of FISH of Greater New Haven.
Dominic enjoys working in IT because of the opportunity to fix and resolve issues, but he is just as happy to be traveling and engaging new cultures around the world. While traveling through Oaxaca, Mexico, Dominic learned how to throw clay the old fashion way. Potters there would turn a wooden wheel on bearings with one hand while working the clay with the other. Dominic has also learned metalworking and carpentry and is planning on learning glassblowing next.
“It’s all about gaining knowledge and bringing back a skill you can incorporate in everyday life. My end goal is to build my own house and my travels have helped me learn important skills to be able to fulfill that dream.”
It’s never too late to explore, chase or discover your passion in life.
Some people are constant learners and spend much of their lives striving to learn new things, while others seem to know what they wanted to do from an early age. Wendy Sharetts is one of those unique individuals that followed both paths.
At an early age, Wendy wanted to be an attorney and expressed that desire to anyone who would listen to her. The result was almost always the same . . . people would tell her that’s not what you want to do.
Wendy started her career as a home economics teacher. She enjoyed working with the students and helping them learn. She transitioned that experience into a research and development opportunity working for a national consumer products brand where she worked closely with consumers, scientists and chemists to test products and determine what customers liked best. Wendy went on to work in the food and beverage industry and then went to work for a grocery store chain where she launched the first in-store cooking school.
All of Wendy’s career choices provided puzzles, opportunities for discovery and ways to bring people help. Skills she knew would be key attributes for an attorney. While living in Pennsylvania, and working for a bank, one day Wendy decided she needed to know if she could have become an attorney.
Wendy took a leap of faith to follow her true passion. She studied at night for the LSAT while working and resigned to go back to school when she was accepted into law school. At this point in her career, most of Wendy’s classmates were not even half her age. Needless to say, Wendy graduated from law school and is now pursuing her dream of being an attorney.
“Throughout my career, when I look back, I notice that I gravitated toward opportunities that allowed me to work with people in ways I could help them. Helping people to me is a buffet of ice cream. You have different flavors, textures and tastes, but the ingredients are all the same.”
Wendy is also active in the community and uses her personal passion to give a voice and help to people who think they don’t have one. She currently serves on the board of a nonprofit geared toward women who are homeless and have children.
Being part of these organizations has been personally rewarding as you are able to see the direct benefits they have in the community.
Jackie joined Customers Bank on December 12, 2012. Jackie uses her ‘whatever it takes’ work ethic developed while growing up on a farm in New Jersey to ensure that customers’ expectations are not only met but exceeded.
Jackie is a strong believer in work hard, play hard. She started riding horses when she was only 4 years old and would show in regional horse shows. She still does demonstrations and can be seen riding at Horse Park of New Jersey and in regional parades. She is an active member of a trail riding club and enjoys camping with club members and the horses.
“Growing up we had to do our chores first on Christmas morning and then we could enjoy the holiday with family. That work ethic has always stuck with me and has helped me be successful at Customers Bank. I’m always willing to do whatever it takes to ensure a positive outcome for our customers.”
Jackie is also very active in the community. She recently completed an appointment as the President of the Kiwanis Club of Hamilton Township, and currently serves on the executive board for both the Millstone Township Fire Department’s Ladies Auxiliary and the Ladies Auxiliary of the New Jersey State Fireman’s Association.
“Being part of these organizations has been personally rewarding as you are able to see the direct benefits they have in the community.”
One of the best experiences I have had with music is being invited on stage during the Bank’s holiday party to perform two songs and a four-part harmony. The enthusiasm of the co-workers, who are used to seeing me in a certain role, was amazing! It was a great way to share a special part of myself with everyone . . . and their appreciation was astonishing!
Alex enjoys playing the guitar and writing songs, as well as the creative freedom it provides to express himself. He likes that song writing enables him to share a part of himself that is intimate and special with the world. Alex, who is left-handed, learned how to play the guitar by flipping it upside down, which is how he still plays to this day.
“One of the best experiences I have had with music is being invited on stage during the Bank’s holiday party to perform two songs and a four-part harmony. The enthusiasm of the co-workers, who are used to seeing me in a certain role, was amazing! It was a great way to share a special part of myself with everyone . . . and their appreciation was astonishing!”
Alex uses his writing abilities to create financial statements and reports that are available to the public. He enjoys how his financial expertise has enabled him to feel like a partner to the business and leadership team.
“Financial statements go through a lot of reviews and approvals, they are public, it is a financial story about the company. Writing these reports takes a lot of effort and passion and they become a part of you. It really is like writing and releasing a song. You created something and then set it free for the public to enjoy.”
There are no egos, everyone is very giving, everybody wants to grow, we’re all very driven . . . and we all want to see our communities thrive.
Outreach Manager “Working for an innovative company that disrupts traditional business practices and believes in a high-tech, high-touch approach has enabled me to communicate in new ways with more people to help businesses and customers understand
the products and benefits we provide.”
Outside of work, Tony is equally as passionate . . . about guitars. Tony has always enjoyed the music industry and artists relations—meeting new people, helping them grow, making the introductions needed for them to succeed—all skills that mirror his work at Customers Bank to support and build community initiatives.
Tony uses his film production background and skills he learned working for NBC Studios, Universal and Paramount to support the Bank’s marketing efforts. He is also active in the Bank’s efforts to teach financial literacy to students.
Tony’s favorite part of working for Customers Bank is the genuine willingness of everyone to support the community.
“There are no egos, everyone is very giving, everybody wants to grow, we’re all very driven . . . and we all want to see our communities thrive.”
I liked working at a law firm but wanted a career where I could be more involved in the day-to-day aspects of the business. I am fortunate to have a job that enables me to provide practical advice and the opportunity to see the impact I have on the business.
From history major to young corporate attorney, Alan has always enjoyed intellectual pursuits. After graduating with a degree in history, he pursued a legal education and subsequent career that fit his skills and interests.
Alan joined Customers Bank in September 2017, after spending five years working for a law firm. His experience representing financial institutions has been an asset to Customers Bank.
Alan is a devoted family man who enjoys spending time with his wife and three young children. When Alan is out of the office, he can often be found hiking or biking with the family or escaping to the peace and tranquility on the water in his kayak. Alan is also active in his community and enjoys working on the kids’ program at his church.
Being in a group of connected people to experience life is much more fun than anything I could experience on my own.
AnNette personifies this belief in her daily life, both at work and outside of the office as part of the gospel group, Doxa. She is grateful for the blessing of blending voices and working together to build something beautiful that brings balance to life. As part of Doxa, AnNette has shared their message and music on the national stage. Doxa also performed the finale concert at the Boscov’s Berks Jazz Fest.
AnNette works closely with Customers Bank’s president, Richard Ehst, and is very appreciative of how her role has helped her become aware of how major decisions are made at the Bank that effect the business, Team Members, customers and all of the personal connections.
“It is extremely satisfying to be part of the culture of an innovative company, focused on helping others, that disrupts traditional business. Everyone here cares deeply not just about our Team Members, but about our customers and the communities as well. The heart of the company is alive and tangible.”
Playing golf is a great way to get outside and spend time away from distractions. Playing in tournaments has enabled me to meet a lot of interesting individuals at all levels of their careers.
Tommy Heck has always enjoyed playing golf. While in high school, his team advanced to the state championships in both 2013 and 2014. The team won the state championships in 2013 and came up just short against the same team in 2014.
It’s not just fun and games on the green for Tommy. He uses the time to get to know the individuals in his party and understand their specific needs. As a young professional, Tommy identifies with individuals starting new businesses and is able to create customized lending solutions to help them grow their enterprises.
Tommy is also active in the community and can be found volunteering with his fellow Team Members to support the bank’s community engagement programs. He is also a volunteer member of the Finance Committee for Opportunity House of Reading, an organization dedicated to serving the homeless and low-income families.
There is nothing more relaxing than walking along the edge of the water with Max running in and out of the waves while enjoying the fresh salt air and the soft sounds of the waves washing up on the beach.
What do Pickleball, a dog named Max and sunsets and moonrises have in common? Meet Amy Burke.
Oftentimes, Amy can be found in the water on her raft or boogie board, catching the waves or sitting on the beach enjoying a good book. She also enjoys the walkable nature of beach towns. Amy is also a passionate photographer and likes capturing breath-taking sunrises and sunsets, as well as photographing moonrises.
When back at home, Amy is passionate about supporting the community. She has volunteered with Montgomery County Family Services for the last four years to help with the income tax preparation program. She is also active in St. John’s Lutheran Church and enjoys playing Pickleball – a paddle sport game played on a badminton-sized court that combines elements of badminton, ping-pong and tennis.
Amy started her banking career in accounting then moved on to marketing director at a newly formed bank where she learned the responsibilities of multiple departments. Observing the ins and outs of each department and the associated regulatory requirements led Amy to pursue her Certified Regulatory Compliance Manager certification, which has enabled Amy to pursue a rewarding career as a Compliance Risk Officer.
There is a correlation between theater and working in the banking industry and in general management practices that most people would not expect. In theater you are always performing live and in the moment . . . you have to be prepared because anything can happen. In business and in banking, as well as in management, you have to be nimble on your feet and be able to adjust on the fly.
During his high school years, Tad grew up playing baseball and basketball and expected to follow a career path that would utilize his athletic prowess until he threw out his shoulder. Tad’s brother introduced him to high school theater, which provided him the opportunity to continue working on a team while pursuing a completely different path. That path led to Tad receiving a full scholarship for musical theater where he pursued an emphasis on acting and a tap-dancing minor. After graduation, Tad was selected to join the second largest children’s theater company in the nation. He has performed on national tours and was part of a performance group that was honored with a Kennedy Center Award in recognition for a children’s program that focused on increasing awareness and preventing child abuse.
Tad uses his ability to think on his feet, developed while performing in front of hundreds of children, to perform his daily responsibilities at work.
“There is a correlation between theater and working in the banking industry and in general management practices that most people would not expect. In theater you are always performing live and in the moment . . . you have to be prepared because anything can happen. In business and in banking, as well as in management, you have to be nimble on your feet and be able to adjust on the fly.”
One of Tad’s proudest professional moments was being voted the top student in his Dale Carnegie Training class, by his peers.