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At HomeTrust Bank, Chan Patel is a Vice President and SBA Business Development Officer who works with diverse clientele in the Southeast and across the United States. She focuses on transactions involving real estate, business acquisitions, construction, and franchises. Representative of her recent SBA 7(a) deals are a $1.2MM loan for the acquisition of a…
Susan Puryear holds responsibility for the strategic direction of Professional Banking and Investment Services at HomeTrust Bank. As Director, Susan oversees business development and retention, new products and delivery, and operational risk management and execution. She aims to take a collaborative approach to managing her 20-some member team and enhancing the customer experience at HomeTrust,…
Travis Rada lends to small businesses nationwide. As an SBA Business Development Officer, he finds purpose in helping borrowers achieve their dreams by buying businesses or expanding operations. He specializes in Small Business Administration 7(a), 504 loans up to $5MM with a focus on franchise financing, business acquisitions, expansion and start-up loans, partner buyouts, and…
Gene Rogero has provided financing for equipment needs ranging from material handling equipment for a large food processor in North Carolina to a public safety helicopter for a sheriff's department in Florida. As a Vice President and Equipment Finance Regional Sales Manager at HomeTrust, Gene aims to offer seamless financing solutions by paying close attention…
More than two decades ago, Patrick Smith started his career as a personal banker. Today, he exercises the role of Vice President in the SBA Business Development division of HomeTrust Bank, where he works with clients throughout Georgia and the Southeast. In his capacity, Patrick specializes in SBA solutions for partner buyouts; acquisitions, startups, and…
Jason Todd began his career in banking with a college internship that included operating a 25-foot proof machine, keying in every bank transaction, coding and sorting checks into pockets, and bundling and sending them to the U.S. Federal Reserve. Jason is now Vice President, Construction Lending Relationship Manager at HomeTrust Bank. In his role, he…
As a Vice President of Commercial Lending at HomeTrust, Nate Umberg specializes in lending for commercial and industrial ventures, commercial real estate, and commercial construction. Among his representative transactions are $8.5MM for the acquisition of a C-store by a travel center and a $5.0MM line of credit for a fleet-repair company. Nate started his banking…
Brian Whelan offers full relationship loan and treasury management services in the Atlanta metropolitan area and across the HomeTrust footprint. As a Senior Vice President and Commercial Relationship Manager, he concentrates on working capital, acquisition loans, CapEx lines of credit, commercial construction and permanent loans, and ESOP loans. He primarily works with companies with up…
As a HomeTrust Treasury Sales Officer based in Roanoke, Katherine Wilson uses her analytical skills to assimilate complex information and help clients. Katherine takes a consultative approach to understanding cash flow cycles and developing treasury management and deposit solutions to make her clients’ day-to-day operations more efficient. She works with companies, municipalities, and nonprofits in…
