Marketing

Rooted in experience.
Ready for what’s next.

For more than twenty years, The Bancorp has helped power some of the most innovative financial models in the market. We were there at the beginning of fintech—long before the term was widely used. We built the infrastructure, regulatory expertise and operating discipline that allowed bold financial ideas to move from concept to reality.

The Bancorp Marketing

3/26/2026 9:40 AM

Institutional Banking

Tackle Tax Payments with Insurance or Securities-Backed Line of Credit

A large tax bill can catch anyone off guard, and the best way to handle this unpredictable situation is to start conversations early on. As financial professionals meet with clients to proactively plan for the 2024 tax season, one of the first items to cover should be how to strategically pay their 2023 tax bill by utilizing assets, preserving wealth, and keeping portfolio investments in place.

Gregory Fat, Director Regional Business Development Officer, Institutional Banking

2/28/2024 4:31 PM

Institutional Banking

Partner for Life: Guiding Clients Through Financial Milestones

Through our Institutional Banking business, The Bancorp works with financial professionals to offer clients unique banking solutions that help provide financial flexibility and keep their wealth management goals on track.

The Bancorp Institutional Banking

12/12/2023 1:21 PM

Human Resources

The Bancorp Internship Program
From the Classroom to the Real World

Contemplating a rewarding experience in The Bancorp Internship Program? Dive into a firsthand account of an intern from The Bancorp Internship Program Class of 2023!

Sarina Abate, 2023 Marketing Intern

10/4/2023 9:55 AM

Institutional Banking

Create Your Own Story
Debt Consolidation
with an SBLOC

For clients looking to manage debt, The Bancorp SBLOC can provide an option that simplifies loan payments in tandem with working toward wealth management goals.

The Bancorp Institutional Banking

9/13/2023 11:20 AM

Institutional Banking

Take Your Own Advice:
Creating a Successful Succession Plan

Financial professionals regularly provide guidance to clients on major life decisions like planning for retirement. When it comes time for financial professionals to step down from the industry, it’s important to have a solid and structured plan in place.

Jim Boulden, Vice President, Advisor Finance Lead, Institutional Banking

7/24/2023 3:15 PM

Human Resources

Meet the Class of 2023:
The Bancorp Internship Program

The Bancorp Internship Program provides students from diverse backgrounds with meaningful work experiences, an opportunity to learn, and allow them to gain practical knowledge in their field of study from experienced professionals in the financial industry. Meet our Intern Class of 2023!

The Bancorp

7/13/2023 1:45 PM

Institutional Banking

Institutional Banking Partners with the Association of Financial Educators

Understanding and applying financial concepts is necessary for anyone looking to manage their money confidently.

The Bancorp Institutional Banking

6/29/2023 11:16 AM

Commercial Lending

Refining Balance Sheets & Other Benefits of Selling
Loans & Leases

When facing liquidity challenges, selling loans and leases on a secondary market can be a strategic option to optimize balance sheets, manage lending limits, and collect additional fee income.

Tee Shipmon, Director, Wholesale Markets | Commercial Lending

6/27/2023 1:30 PM

Commercial Lending

Going the Extra Mile Toward Growth: GM Equipment Rentals

When the right opportunity for business growth presents itself, sometimes having the right financial partner can make a big impact. In this blog, we share how the experts from our Commercial Lending team used an all-hands-on-deck approach to help GM Equipment Rentals expand its business

Paul Pollock, Director, Leasing Sales, The Bancorp Commercial Lending

5/15/2023 3:25 PM

Commercial Lending

Maturing Business Growth:
2023 Senior Living Trends

The coming wave of baby boomer retirees brings new challenges and opportunities to senior living facilities. Now is a great time for senior living facility owners and operators to evaluate their potential growth needs to accommodate the aging baby boomer population.

The Bancorp Commercial Lending

4/27/2023 9:00 AM

Institutional Banking

Create Your Own Story
Buying a Home with an SBLOC

The SBLOC is a strategic way to generate liquidity while preserving assets. As a long-term, liquidity source with competitive rates and flexible terms, the SBLOC can simplify the storyline for building client wealth.

The Bancorp Institutional Banking

3/13/2023 11:00 AM

Small Business Lending

Reinvigorating Commercial Real Estate Lending through SBA 504 Loans

Redefining lending and leasing drives The Bancorp Commercial Lending to continuously evolve how it fulfills the needs and expectations of business owners. To help accomplish this, Small Business Lending welcomes Debbie Petrell to expand its SBA 504 Lending opportunities. In this blog, she shares her background and how Commercial Lending offers unique lending solutions that help lay the foundation companies can build upon.

Debbie Petrell, Director, SBA 504 National Originations

2/28/2023 10:35 AM

Institutional Banking

Tackle Tax Payments With an Insurance or Securities-Backed Line of Credit

A large tax bill can catch anyone off guard, and the best way to handle this unpredictable situation is to start conversations early on. As financial professionals meet with clients to proactively plan for the 2023 tax season.

Gregory Fat, VP Business Development Officer, Institutional Banking

1/30/2023 12:00 PM

Institutional Banking

Create Your Own Story
Financing a Business Acquisition with an SBLOC

The SBLOC is a financing path less traveled, compared to traditional loans, to acquire the business of your dreams and plant the seeds for a brighter future.

The Bancorp Institutional Banking

1/18/2023 2:00 PM

Commercial Lending

A Guide to Commercial Lending, Part 2: Commercial Fleet Leasing

Achieving success with your business can often require acquiring or replacing fleet vehicles. In the second part of our Guide to Commercial Lending, The Bancorp Fleet Leasing experts guide you through the process with a strategic approach and an experienced team of fleet lessors.

Jeff Barron, Managing Director, Head of Leasing National Sales | Commercial Lending, The Bancorp Bank

1/5/2023 3:00 PM

Fintech Solutions

Future of Fintech: Understanding Faster Digital Payments

As payments services continue to adapt in a growing digital landscape, companies in practically every industry are looking for ways to safely complete faster transactions for their customers, vendors, and clients. In a wave prompted by the challenges brought on by the COVID-19 pandemic, there has been a significant increase in the adoption of digital payments in consumer, retail, and corporate payments.

Andrew King, VP, ACH Services, Fintech Solutions

10/26/2022 2:30 PM

Commercial Lending

A Guide to Commercial Lending, Part 1: Small Business Lending

When business owners start to navigate the process of securing a loan for their business, there are foundational steps to consider that can help position the company in the best light for a potential lender.

The Bancorp Commercial Lending

10/25/2022 10:00 AM

Commercial Lending

Accessing Liquidity through Wholesale Transactions

As the economy tightens, finding access to liquidity and capital can be vital for lenders and lessors looking to attract new customers. Though there are several avenues available to accomplish this, a simple option that is often overlooked is the sale of loans and leases on the secondary market through a wholesale transaction.

Chris Cinousis, Director, Wholesale Leasing | Tee Shipmon, Director, Wholesale Markets | Commercial Lending

10/17/2022 10:00 AM

Institutional Banking

How To Find The Right Partner For Holistic Wealth Management

The most inherent benefit of life insurance is providing peace of mind and financial protection for your loved ones with a funded estate plan. But some life insurance policies offer additional financial advantages that can be leveraged beyond the death benefit — including loans.

Dustin Carnevale, VP, Business Development Officer | Institutional Banking

9/21/2022 3:05 PM

Commercial Lending

Inflation and its Impact on Small Business

Businesses all over the country have worked tirelessly to adjust to the “new normal” and the lingering impacts caused by the pandemic. But just as some owners may have found some stable footing, the ongoing rise in inflation has once again forced companies to reevaluate their budgets and business models.

The Bancorp Commercial Lending

9/7/2022 4:10 PM

Institutional Banking

Top Three Tips for Rising Financial Professionals

Building and maintaining a book of business as a rising financial professional can feel like a mountain to climb, particularly in a crowded environment.

Abdullah Rajput, Director, IBLOC Lead | Institutional Banking

8/18/2022 3:44 PM

Commercial Lending

Questions for Lawn Care Businesses That Want To Be Acquired

Many lawn care businesses are juggling a combination of consistent, increasing demand for services and an aging/shrinking workforce. For these business leaders, it’s vital to examine the business within the context of the following questions as they begin to plan for the future and determine if acquisition is the best course of action.

Hetal Engineer, Director, SBA National Sales Manager | Commercial Lending, The Bancorp Bank

6/14/2022 2:13 PM

Commercial Lending

The Chip Shortage: One Year Later

As we near a full year since this issue began, The Bancorp takes a look at one of the hardest hit industries — construction — and forecasts what business owners may be able to expect as the shortage continues, as well as how to navigate the situation until it is a thing of the past.

Jeff Barron, Managing Director, Head of Leasing National Sales | Commercial Lending, The Bancorp Bank

6/1/2022 4:17 PM

Human Resources

Employees That Serve: Uniting The Bancorp Community through Service

Service to others is a unifying force that brings people together. It can take many forms, whether it be participating in local community service or serving your country, service means rising to the occasion for others.

Dennis Wambangco, FCRM Investigations and Reporting Analyst II and Co-Chair of Employees That Serve

5/27/2022 11:28 AM

Institutional Banking

What Market Volatility Means for The Bancorp SBLOC

Volatile financial markets have become a concern for financial professionals and their clients alike. Over the past several months, critical economic indicators and geopolitical events have generated a “perfect storm” of uncertainty in global markets.

Becca Blevins VP, Relationship Management | Institutional Banking

5/20/2022 12:57 PM

Small Business Lending

Celebrating Resiliency: Small Business Week 2022

There is no question that small business owners have been through a tumultuous time over the past few years. Through the hardships brought on by the pandemic and its ongoing economic and social impact, business owners have dealt with unparalleled pressure to remain resilient and determined to sustain and grow their companies.

The Bancorp Commercial Lending

5/3/2022 4:37 PM

Commercial Lending

Independently-Owned Assisted Living Facilities Are Primed for Success amid Exponential Industry Growth

There are more than 70 million baby boomers in the United States who are at or near retirement age, and about 70% are expected to enter some type of assisted living facility (ALF) in the future. This, coupled with the fact that Americans are living longer, has prompted many older Americans to turn to ALFs to serve their needs, which has generally driven remarkable growth in the industry.

Hetal Engineer, Director, SBA National Sales Manager | Jeff Barron, Managing Director, Head of Leasing National Sales | Tom Andolsen, VP, SBA Business Development Officer | Commercial Lending

5/3/2022 12:57 PM

Commercial Lending

How the Infrastructure Bill Will Affect the Commercial Construction Industry

For years, Congress debated the need for a bill that would strengthen and reinforce America’s deteriorating infrastructure. On November 15, 2021, President Biden signed a historic $1.2 trillion bipartisan infrastructure deal, titled the “Infrastructure Investment and Jobs Act,” into law.

Jeff Barron, Managing Director, Head of Leasing National Sales | Hetal Engineer, Director, SBA National Sales Manager | The Bancorp Bank

4/13/2022 3:07 PM

Commercial Lending

Looking Back and Forward: A Review of Trends in the Construction Industry

At the start of the coronavirus pandemic in March 2020, like so many other areas of infrastructure, the construction industry came to a grinding halt due to health and safety concerns. As businesses tried to return to “normal,” they were (and continue to be) faced with delays.

Shelley Souza, Director, SBA Construction Manager | Sean Wilson, AVP Sales | Commercial Lending, The Bancorp Bank

3/30/2022 2:56 PM

Commercial Lending

Why Lawn Care Businesses Are Primed for Market Consolidation

With a greater focus on home improvements, coupled with the ongoing maintenance required by homeowners, businesses experienced a slew of return customers who not only wanted services, but needed them.

Hetal Engineer, Director, SBA National Sales Manager | Commercial Lending, The Bancorp Bank

3/17/2022 11:40 AM

Commercial Lending

Part II: What to Know about Growing Your Home Services Business: Acquiring a Stand-Alone Small Business

For small home services businesses on the receiving end of increased demand, operating as-is may no longer be feasible or sustainable. As owners vet their opportunities to capitalize on growth, many roads may lead to acquisition, whether that be a franchise or another stand-alone business.

Jeff Barron, Managing Director, Head of Leasing National Sales | Hetal Engineer, Director, SBA National Sales Manager | Commercial Lending

3/10/2022 9:47 AM

Institutional Banking

Take on Tax Season with an Insurance or Securities-Backed Line of Credit

While some may be eager to continue building their investment portfolio or venture to pursue new investments, there is one major financial obligation important to plan for: 2021 taxes.

Dave Gannett - VP, Regional Business Development Officer | Institutional Banking

2/14/2022 4:38 PM

Commercial Lending

Part I: What to Know about Growing Your Home Services Business: Acquiring a Franchise

Despite the ongoing pandemic and rampant shortages of workers and supplies, small businesses still account for 99.9% of businesses in America1, and many are continuing to thrive despite these struggles.

Jeff Barron, Managing Director, Head of Leasing National Sales | Hetal Engineer, Director, SBA National Sales Manager | Commercial Lending

2/7/2022 7:09 AM

Commercial Lending

Business Lessons That We Learned From 2020-2021

As we near year two of the worldwide coronavirus pandemic, the future continues to be a bit uncertain. One thing that remains clear is that business owners — both large and small — will continue to learn from and adapt to the challenges and opportunities before them.

Jeff Barron, Managing Director, Head of Leasing National Sales | Hetal Engineer, Director, SBA National Sales Manager | Jeff Nager, Executive Vice President, Head of Commercial Lending | Commercial Lending, The Bancorp Bank

1/24/2022 5:31 PM

Commercial Lending

The Impact of a Delivery-On-Demand Economy

The on-demand business model has grown exponentially in recent years as businesses have increased their digital offerings, and the impact on businesses has been felt across industries.

Jeff Barron, Managing Director, Head of Leasing National Sales | Hetal Engineer, Director, SBA National Sales Manager | Commercial Lending

12/2/2021 3:28 PM

Commercial Lending

Small Business Spotlight: Mansfield Funeral Home

Last November, Christie K. Moore, CEO and Funeral Director of Mansfield Funeral Home, was running the funeral home, which she acquired in 2016, with plans to open a crematory on the property — while also running her second successful business, Peaceful Pets DFW, which she established in May 2020.

Hetal Engineer, Director, SBA National Sales Manager | Teresa Carlson, Vice President, SBA Business Development Officer | Commercial Lending

11/15/2021 4:45 PM

Institutional Banking

How to Make the Most of 2021 Annual Reviews

As we close out 2021, the impact of the COVID-19 pandemic continues to affect our social and economic outlook. Now more than ever, clients will benefit from proactive wealth management strategies, especially with lessons learned from the past year.

Dustin Carnevale, VP, Business Development | Institutional Banking

10/21/2021 3:13 PM

Commercial Lending

The Future of the Company Car

Although most sales teams cannot afford to neglect the inherent selling power of forming and sustaining in-person relationships with potential and existing clients, businesses have been operating within virtual sales models for the majority of the year and have seen success in this new approach. With remote and hybrid working models becoming the new norm, is the future of the company car in question?

Jeff Barron, Managing Director, Head of Leasing National Sales | Commercial Lending

9/15/2021 1:45 PM

Commercial Fleet Leasing

The Bancorp Partners with The Brotherhood Ride to Honor Fallen First Responders

One group of Florida firefighters has made it their mission to remember fallen first responders. After tragedy struck, they transformed their vow to “Never Forget” into an annual bicycle ride that travels hundreds of miles to honor the fallen.

9/13/2021 3:22 PM

Commercial Lending

Business Expansion in a Post-COVID World: Spotlight on Veterinarians

With millions of animals in new homes throughout the pandemic, the past year has shed a spotlight on the transformation the veterinary care industry will need to undergo, and the potential business extensions necessary — such as fleet vehicles — to meet increased (and ongoing) demand, as well as the subsequent financial considerations.

Chris Meehan, Vice President, SBA Business Development Officer

9/8/2021 2:34 PM

Fintech Solutions

Fintech Solutions: Defining Payment Partnerships

By harnessing a partner-first approach, The Bancorp defines what it means to help improve payment ecosystems. Ryan Harris shares how Fintech Solutions provides its partners with cutting-edge technology and industry-leading support to help move the payments industry forward.

Ryan Harris, Executive Vice President, Head of Fintech Solutions

8/24/2021 3:54 PM

Commercial Lending

What Small Business Owners Need to Know about Succession Planning

While succession planning is something that all small businesses should be considering, the coronavirus pandemic jolted many small businesses into thoughtful planning for the future, whether it’s navigating unforeseen challenges or planning for future generations of leadership and ownership.

Hetal Engineer and Jeff Nager | The Bancorp Commercial Lending

8/12/2021 2:26 PM

Commercial Lending

How To Establish and Maintain Your Company’s Competitive Edge

The coronavirus pandemic has forced us to redefine activities that were once standard in our day-to-day lives, changing the way we shop, socialize, and do business. But what has remained constant is the value placed on supporting the heavily impacted “Main Street”.

Jeff Barron, Hetal Engineer, and Jeff Nager | Commercial Lending, The Bancorp Bank

8/12/2021 10:57 AM

Human Resources

Learning & Development: Engaging, Educating, and Empowering Employees

At The Bancorp, we are dedicated to providing employees with resources to grow and thrive in an open, collaborative, and inclusive environment. In this blog, we explain what makes an effective Learning & Development program and how to keep employees engaged and excited about their career growth.

Learning & Development, The Bancorp

6/30/2021 1:16 PM

Commercial Fleet Leasing

The Future Trajectory of the Electrification of American Vehicles

Over the past decade, there has been a global call on drivers, auto manufacturers, and companies at large to reduce their carbon footprint. Since taking office, President Biden has made that call even louder with proclaimed plans to electrify America.

Jeff Barron, Managing Director, Head of Leasing National Sales | Commercial Lending, Brian Kuntz, Vice President, SBA Business Development Officer | Commercial Lending

6/28/2021 4:41 PM

Institutional Banking

How to Find the Right Partner for Holistic Wealth Management

The Bancorp banking products and services create opportunity for holistic wealth management. With our white-label lending and deposit products, financial professionals can directly offer clients’ the financial flexibility to meet their individual needs, while strategically managing assets and liabilities to preserve wealth.

Dustin Carnevale, VP, Business Development Officer | Institutional Banking

6/14/2021 2:18 PM

Small Business Lending

Business Expansion in a Post-COVID World: Spotlight on Senior Living

The senior living industry is at a crossroads. Currently, the number of retiring Baby Boomers will exceed available facilities and their expectations include high-end amenities like gourmet dining and golf courses. However, with a growth mindset and the availability of SBA loans, senior living facilities have the opportunity to grow and redefine what life looks life after retirement.

Tom Andolsen, VP, SBA Business Development Officer

6/8/2021 3:34 PM

Institutional Banking

Homebuying Made Easy with The Bancorp SBLOC or IBLOC

The short supply in the real estate market has resulted in the need for fast down payments or cash purchases. When your clients need fast access to funds, The Bancorp Securities-Backed or Insurance-Backed Line of Credit (SBLOC and IBLOC, respectively) can be the answer.

Greg Fat, VP, Business Development Officer | Institutional Banking

5/17/2021 3:28 PM

Lending

Ask the Expert: 5 Things Business Owners Need to Know About the Global Semiconductor Chip Shortage

Because of the shutdown, fleet orders for the 2021 model year have been cut-off much earlier than normal, and as a result, businesses that are currently looking to replace or add vehicles to their fleets may have noticed that it’s becoming increasingly difficult to do so.

Jeff Barron, Managing Director, Head of Leasing National Sales

5/12/2021 4:40 PM

Lending

Top Four Considerations for Entrepreneurs Launching a New Business

Starting a new business can be one of the most rewarding experiences of your life. And with the right preparation, you can increase your chances for success and build a business that lasts well into the future.

Hetal Engineer, Director, SBA National Sales Manager Small Business Lending

4/30/2021 12:46 PM

Lending

The State of Government Fleets: Shifting to Electric Vehicles

While tax incentives will help cut costs for departments with already tight budgets, there are other benefits for governments to shift their fleets to electric, including improved departmental image, as well as reduced maintenance costs.

Jeff Barron, Managing Director, Head of Leasing National Sales

4/13/2021 4:01 PM

Lending

The Importance of Preparing Your Fleet Ahead of Peak Spring Season Demand

A great way to prepare for peak season is to ensure the company’s fleet is not only on a cyclical maintenance schedule but also a proper replacement schedule.

Jeff Barron, Managing Director, Head of Leasing National Sales

3/30/2021 2:56 PM

Human Resources

Start Your Career at
The Bancorp Confidently

If you’re considering a career change but apprehensive of starting your next venture remotely, it’s not as scary as you may think. Believe me, I went through the process myself.

Kathleen Hayn, AVP, Communications Specialist

3/26/2021 3:31 PM

Institutional Banking

Pay your taxes and stay in the market with a securities-backed line of credit

As we turn the page on a tumultuous year, many of us are looking ahead to a better and brighter 2021. And while the pandemic will hopefully fade into memory, one thing is still unavoidable: taxes.

Dustin Carnevale, VP, Business Development

2/16/2021 12:37 PM

Lending

The State of Government Fleets: How The Coronavirus Pandemic Continues to Spar With The Industry

As the coronavirus resulted in production lockdowns in the automobile industry, government agencies faced difficulty with both acquiring fleet vehicles and meeting their needs within a tighter budget. With The Bancorp Commercial Fleet Leasing, government agencies may benefit from end-to-end fleet leasing services with bank-direct financing and custom lease plans.

Jeff Baron, Donna Hamilton, Bob Hugo, Commercial Lending

2/12/2021 12:37 PM

Lending

It’s More Critical than Ever to Focus on the Customer Experience

Since the start of the coronavirus pandemic, businesses have been forced to think differently about how they operate – and one thing that’s become clear during this time is that delivering an excellent customer experience is no longer an option; it’s essential.

Jeff Nager, Executive Vice President, Head of Commercial Lending

2/3/2021 4:17 PM

Lending

2021 Fleet Leasing Predictions Following an Unprecedented Year

2020 was certainly an unprecedented year for businesses of all sizes and industries of all kinds. For some, we’ve championed their successes and mourned the undoing of others. But as we begin to see a light at the end of the tunnel, there are still many unknowns that remain as we try to anticipate what 2021 will bring.

Jeff Nager, Jeff Barron, Commercial Lending

1/12/2021 2:00 PM

Lending

A Year in Review: Top Three Business Lessons Learned in 2020

Though 2020 started as the “year of vision”, the way it unfolded was unforeseen by most. It tested resilience and strength, particularly of businesses both large and small, pushing owners to revamp their business models, go on a temporary hiatus, or shutter storefronts altogether.

Jeff Nager, Hetal Engineer, Jeff Barron, Commercial Lending

1/5/2021 4:31 PM

Lending

A Perfect Pair: Why Small Business Lending and Commercial Fleet Leasing Go Hand-in-Hand

The Bancorp’s Small Business Lending and Commercial Fleet Leasing divisions have always provided best-in-class service and solutions to clients, no matter their need.

Jeff Nager, Hetal Engineer, Jeff Barron, Commercial Lending

12/1/2020 4:48 PM

Lending

Small Business Success Stories to Be Thankful For

Curren Flooring Company; Mansfield Funeral Home; and Sawyer’s Fun Park, Home of AirU. At first, it may sound like these three businesses have nothing in common, but there is a common thread that brings them together—all three business owners had a vision for growth, expansion, and success, and partnered with The Bancorp Commercial Lending team in hopes of transforming this vision into a reality.

Hetal Engineer, Director, SBA National Sales Manager Small Business Lending

11/23/2020 1:45 PM

Institutional Banking

How to Make the Most of 2020 Annual Reviews

There is no doubt that this year’s client annual reviews will be different. With the COVID-19 pandemic still causing both social and economic uncertainty, it will change the way we interact with our clients.

Pedro Regalado, Gregory Fat, Institutional Banking

11/14/2020 11:48 PM

Lending

Leasing Benefits with Current Economic Headwind

As the nation moves toward recovery, new realities are emerging as a result of the coronavirus (COVID-19). Activities that were once standard in our day-to-day lives have become less common, or have disappeared altogether. We shop differently. We socialize differently. We do business differently.

Jeff Barron, Managing Director, Head of Leasing National Sales

10/27/2020 1:08 PM

Lending

Lending a Helping Hand to Make a Difference

In an effort to prioritize health and safety early in the pandemic, state and nationwide orders forced schools to close and children to finish the remainder of the school year online, while companies adopted work-from-home arrangements or altered the frequency of in-person shifts.

Hetal Engineer, Director, SBA National Sales Manager | Small Business Lending

10/19/2020 4:08 PM

Lending

The Bancorp Shouts Out to a Competitive Cheerleading Business

Now is a great time to share small business stories of strength and resilience. Especially one like Top Gun Orlando, which was able to both expand and continue operating with Small Business Administration (SBA) and Paycheck Protection Program (PPP) loans from The Bancorp.

The Bancorp Small Business Lending Team

9/18/2020 12:38 PM

Institutional Banking

Chalk Up Long-Term Education Savings with an SBLOC

An SBLOC can help minimize the long-term costs of a college education. Advisors are coming to that time of year when parents are looking for advice on how to fund their child’s college education.

Derek Glitz, VP Business Development | Institutional Banking

6/25/2020 4:14 PM

Institutional Banking

Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Do clients often come to you to discuss the quick purchase of a new home or another piece of real estate? Perhaps it is that one last spot in a retirement community or a new beach house that was just listed.

Greg Fat, VP, Business Development Officer | Institutional Banking

3/25/2020 3:06 PM

Lending

On the Road to SBA Financing: Preparing to Meet Your Banker

The arrival of fall finds diehard college football fans traveling the nation’s roadways to support their favorite team in the latest gridiron contest. Ask any of these Saturday road warriors, and they will tell you that preparation for the next road trip begins as soon as they arrive home from the last game.

Dwight Bateman, Director, SBA Credit Operations | Small Business Lending

11/13/2018 10:00 AM

Lending

SBA Loan Closing: It’s Not the Grand Finale

Congratulations, your Small Business Administration (SBA) loan has closed! Maybe you’re using the proceeds to buy a business, refinance debt, purchase real estate, start a franchise or for some other business purpose.

John Morgenthaler, Director, SBA Portfolio Manager | Small Business Lending

10/16/2018 11:05 AM

Lending

SBA Construction Financing: A Blueprint for Success

Construction financing secured through the Small Business Administration (SBA) can hold its share of challenges for the small business owner, regardless of the project size.

Shelley Souza, Director, SBA Project Manager | Small Business Lending

8/31/2018 8:30 AM

Lending

SBA Loan Closing: 8 Top Things You Can Do to Be Prepared

Getting your Small Business Administration (SBA) loan approved is an important first step, but getting your money in hand requires a successful loan closing.

Lucia Guerra, Director SBA Loan Closing Manager | Small Business Lending

7/17/2018 1:27 PM

Payments

Betterment Holdings, Inc. and The Bancorp, Inc. Continue Partnership

Financial Advisory Industry Disrupter Betterment Renews Contract with Payments Leader, The Bancorp, Inc. NEW YORK and WILMINGTON, Del. (DATE) – The Bancorp, Inc. (NASDAQ: TBBK) and Betterment Holdings, Inc. (Betterment) recently announced a contract renewal agreement.

Payments

2/28/2018 2:27 PM

Lending

Paving the way on the road to success

Twenty-five years ago, a stroke of good luck helped launch my career as a small business lender. Since then, it’s been my privilege to champion the small business sector and all the ways it contributes to our country’s economic vitality.

Jeff Nager, EVP and Head of Small Business Lending

2/28/2018 1:30 PM