Category Archives: Promotions

Promotions for Desirae Outcalt, Lisa Friedman and Nathaniel Spatz

We’d like to extend our congratulations and tell you a bit more about some of our top performers who just earned promotions.

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Des Outcalt

Desirae Outcalt now adds Relationship Manager to her Vice President title; we promoted Lisa Friedman to Client Relations Officer/Treasury Management Sales; and Nathaniel Spatz has worked his way up to Client Relationship Officer.

Desirae, or “Des,” as she’s known, is a familiar face to many around town. She’s been with our bank since 2006 and has taken on increasingly important roles. She’s responsible for developing and expanding client relationships, supporting our clients with a full suite of banking services and products and promoting our bank in the community.

Des is also a founding member of Suns Charities 88. In addition to offering members the opportunity to network and grow as professionals, Suns Charities 88 raises funds for Phoenix Suns Charities, which has granted more than $17 million to Arizona children’s programs since 1988. Des is also a past recipient of Arizona Business Magazine’s 40 Young Business Leaders Under 40, and she has become known in wedding circles for producing stunning bouquets made of brooches.

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Lisa Friedman

Lisa Friedman started with our bank in 2013 as a personal banker and then moved to financial service representative, before her recent promotion. In her new role as Client Relations Officer/Treasury Management Sales, she will assist relationship managers by making sure our clients have easy access to our online banking platform and treasury management services.

Before she joined the Biltmore team, Lisa worked for a few big banks. The experience gave her a great foundation, but community banking offers a unique opportunity she values greatly: customer service. “I am able to help build strong client relationships and really make sure they’re successful using our treasury products with our banking platform.”

Outside of work, Lisa stays busy with her two young sons and her family’s shared passion for sports. They enjoy watching football and baseball, and Lisa says that spring training is something she looks forward to all year.

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Nathaniel Spatz

Nathaniel Spatz joined our bank in 2015 as an underwriter. In his new role, he will assist management to research and develop new customer relationships, not just for The Biltmore Bank of Arizona, but for Grandpoint Bank and its other division banks as well.

Always a hard worker, Nathaniel earned his undergraduate and graduate degrees simultaneously, while also working as the assistant to the CFO of a community bank. Once he started his full-time banking career, he was given a senior title by age 28. Nathaniel is a member of the Risk Management Association, and he spends one night a week giving a Bible study lecture through Community Bible Study. His other interests include reading political thrillers, playing tennis and hitting the gym.

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Grandpoint Bank Promotes Karen McGuire to Executive Vice President

karen-mcguireCongratulations to Karen McGuire, manager of Grandpoint Bank’s Construction Lending Department, who just earned a well-deserved promotion to Executive Vice President.

Karen is responsible for helping Grandpoint Bank and our divisions, The Biltmore Bank of ArizonaBank of Tucson and Regents Bank, expand our construction lending loan portfolio. She is based at Grandpoint’s Irvine office and oversees a seasoned and talented construction lending staff. Her duties include analyzing and underwriting all of the bank’s construction loan requests. This includes evaluating both standard and complex construction loan transactions, interfacing with clients, handling the construction loan disbursements once a loan is approved and visiting project sites.

According to Karen, currently, the demand for construction lending for multifamily properties is especially strong throughout the nation. In the markets that Grandpoint Bank and our divisions serve, Karen says the strongest demand is coming from Los Angeles and the Portland, Oregon/ Vancouver, Washington market. Karen’s team is also currently seeing a lot of lending activity and demand from the hospitality and single family real estate sectors in many of the bank’s existing markets.

Karen’s best advice for would-be loan applicants? If you’re looking for construction financing, start the loan application process sooner rather than later.  Assuming your loan application is complete, the approval process can be as short as 60 days, but compiling a complete loan application can take longer than many people anticipate due to the additional amounts of information and analysis required.

Your local relationship manager, along with Karen and her staff, will work with you to help you understand what is needed and what to include in your application. You’ll also benefit from the incredible depth of experience our loan underwriters have and can contribute to your construction project and process. You can depend on our team to bring a sophisticated understanding to your objectives and the business of construction.

“My team and I don’t consider our work done once a loan is approved,” says Karen. “Someone from our construction lending team will go to the building site once every two to three months so that we continue to understand not only the project but also our clients’ needs and achievements.”

Karen counts the AC Hotel Tucson by Marriott (currently under construction) as one of her most notable construction loans to date. Though it was a complex project, involving two different loans and some required environmental remediation, the loan was ultimately closed based in large part on the entire team’s “can-do” attitude. The 136-room hotel with 5,000-square-feet of ground floor retail will soon give new life to the intersection of Fifth Avenue and Broadway in downtown Tucson.

“We are very fortunate to have Karen and her staff, all of whom have considerable previous experience in complex structured financing,” said Mark Phillips, Executive Vice President & Chief Credit Officer of Grandpoint Capital. “When Karen started with us, we had one construction loan on the books. Now we’re making construction loans in three states, with loans amounts up to $40 million and greater.”

For more information about construction loans, please contact your local banking office, your relationship manager or Karen McGuire at 949-483-8388.

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Kristin Knight Promoted to Loan Documentation Imaging Manager

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Our new Loan Documentation Imaging Manager, Kristin Knight, has lived in Phoenix her whole life, and now she’s raising her three-year old son here too. And she’s not exactly new to The Biltmore Bank of Arizona. She just earned a promotion and a move into loan operations from her former Client Service Officer position!

Kristin was perfectly happy rising through the ranks as a private banker at an international bank with offices in our city, but she caught our attention several years ago, and we were able to lure her away.

“I love that I now interact with the people at the bank who are making the decisions,” says Kristin. “Biltmore gave me that opportunity, and I also gained a voice in the process of how our bank runs and conducts business.”

In her new role as Loan Documentation Imaging Manager, Kristin makes sure loan paperwork created for all 14 bank offices that are part of Grandpoint Bank (The Biltmore Bank of Arizona is a division of Grandpoint Bank) gets scanned into the bank’s loan imaging system. She also helps to ensure that the paperwork is error and omission free so that the banks can process and retrieve customers’ loan requests quickly and efficiently. In order to accomplish this, Kristin works with a team of loan administrators, underwriters and auditors.

“Kristin’s remarkable attention to detail makes her a perfect fit for this position,” says Joseph Abraham, Senior Vice President and Manager of Credit Services at Grandpoint Bank. “We realize that we’re not just dealing with loans, we’re dealing with people’s dreams and aspirations. Our customers are dedicated business people who are working hard to create and sustain successful companies. We want to make sure we’re doing everything we can to help them out.”

Kristin understands this well. She has worked as a teller as well as managing a teller line, where she had day-to-day interaction with clients and learned about their businesses and personal goals.

In fact, one of the things Kristin likes most about her job and her career path thus far is the opportunity to learn new skills. Before joining the loan operations department, Kristin had worked on the deposit operations side of banking. As such, she brings a wealth of knowledge about the deposit and client relations side of banking as well.

“This is one of the great aspects of a career in banking,” she says. “We have so many opportunities to take on different roles throughout our industry; you don’t have to stay in one position.”

We think Kristin’s diverse background in banking is a boon to our clients and to our company. Please take heart that your loan documents are in very capable hands with Kristin and everyone at The Biltmore Bank of Arizona.

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Jan Lorenzen Takes Over a New Position at The Biltmore Bank of Arizona

If you’re wondering where Biltmore Bank of Arizona teller Jan Lorenzen went to, well, this grandma of four has a new trick up her sleeve.

You may not see her sitting behind the counter anymore when you walk into the bank, but Jan is still an important part of our team. She’s made the move from operations into our loan servicing department.

Jan now assists us with our purchased residential mortgage portfolio – she reviews the files for appropriate disclosures and other information we need collected and reviewed from our mortgage banking relationships. In addition, Jan also assists our Phoenix commercial customers with their loan servicing needs to ensure that the bank provides the customer service they have come to expect.

After working as a teller and in back office operations, Jan was eager to expand her scope of knowledge. Her experience on our wire desk and other operational functions will translate well into her new role, but she’ll hone new skills as well.

Jan is an Arizona native who has lived in the Phoenix area since 1983 and who has been with us at The Biltmore Bank of Arizona since 2006. Thanks for all your hard work and dedication, Jan!

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