Charles delivers a high level of service to his customers who know that, because they can rely on him, they can focus on running their business.
Charles obtained his Bachelor degree in Business Administration from the University of Redlands. With over 20 years of banking experience and an aptitude for understanding his client's financial situation, Charles provides customers with practical solutions and guidance in structuring the appropriate credit facilities and Treasury Management solutions for successful growth of their business.
Charles is currently involved in the HOPE program; a volunteer program teaching children of low income communities about banking. Charles serves on the board for AmPac Tri State CDC, an economic development corporation based in Colton, CA.
"Excerpt Charles has deep roots in the Inland Empire business community and we are very pleased to add him to our team," said K. Brian Horton, President of California United Bank and CU Bancorp. "We believe there is a great, untapped opportunity for relationship-based business banking in the Inland Empire and Charles' knowledge of the community, and extensive banking experience, will play an integral part in expanding our presence there."
Read the full story: Download PDF Here
Let me leverage resources to assist with financing options available that support your business model. Together, we can explore financing options that work best to expand your business
If you have equipment that you want to replace, or need new equipment to meet business needs, I can help structure a deal that supports your business strategy.
I understand that as your company grows, having the funds to meet demands can put a strain on your cash flow. I can provide ideas on how to best fund your sales growth.
If you're looking to get the most out of your banking relationship or have any questions regarding business financing. Schedule a complimentary consultation today!
He spent the time to learn our industry and brought real-world consideration to our banking needs, rather than one driven by formulas and ratios.
One of the biggest challenges Charles helped me solve was dealing with the peaks and troughs of our industry. He spent the time to learn our industry and brought real-world consideration to our banking needs, rather than one driven by formulas and ratios. Our industry is very seasonal and has special liquidity needs in the fourth quarter of every year. He was able to work with the team at Community Bank to structure our Asset-Based Loan to take into account the high and low seasons.
Charles's willingness to understand the circumstances we encountered and our plans to push past them made working with the bank much easier.
I was hesitant to switch banks because our business suffered during the recent Recession. But when we made the switch to Community Bank, Charles's willingness to understand the circumstances we encountered and our plans to push past them made working with the bank much easier. If I had to use one word to describe Charles it's "understanding."
I know I can count on Charles…he has taken the hassle out of the banking and funding process and he believesin the vision we have for our company.
I was hesitant to switch banks. We had a 20 plus year relationship with our bank and felt safe there. We had some reservations because we weren't certain about how aggressive Charles could be in getting funding for a new client to the bank. But then, Charles introduced us to his new team. He put together a nice package that gave me the confidence to make the change. When I made the switch he followed through with the promises and he made the process as painless as possible. I know I can count on Charles to show up and handle even the smallest issues. He has taken the hassle out of the banking and funding process and he believes in the vision we have for our company. He takes pride in being a part of the team and takes ownership and pride in the success of his clients. I highly recommend Charles..