Steve Kerr

Steve earned his BA degrees in Political Science and Theater from the UC, Irvine, an MS in Finance from Boston College and he has earned his Chartered Financial Analyst (“CFA”) and Financial Risk Manager (“FRM”) designationsYou can talk to Steve about Credit underwriting Approving Loans in our New Normal Portfolio Management in Economic stress Credit … Read more

John DePledge

John DePledge has a distinguished banking career spanning over 35 years in the Asset Based Lending field.You can talk to John about: Asset based vs Cash flow lending Working capital management ABL client qualification criteria Loan approval process Portfolio management procedures Partnership with Leumi commercial bankers

Covid 19 updates

SBA Paycheck Protection Program information The SBA Paycheck Protection Program ended on May 31, 2021.  Existing borrowers should contact their bankers regarding the forgiveness process.  Please see Related Posts below for more information on the SBA Paycheck Protection Program information. Branch closings Bank Leumi USA branches are temporarily closed (effective March 26, 2020). Dear Clients, … Read more

International Mail Delivery & E-Communication Update

Dear valued clients, The U.S. Postal Service has temporarily halted international mail delivery to certain countries as a result of the global pandemic. If you live in an impacted area, you will not receive paper mail from us at this time. In order to continue providing you the highest level of service, we are encouraging … Read more