James Alan Hoffman

James Alan Hoffman Email and Phone Number

Past President @ Petaluma, CA, US
Petaluma, CA, US
James Alan Hoffman's Location
Petaluma, California, United States, United States
James Alan Hoffman's Contact Details
About James Alan Hoffman

President of Hoffman & Hoffman Wealth Preservation Advocates.40 Years of Corporate Banking Experience, with over 2 Billion in production.

James Alan Hoffman's Current Company Details
MARIN TIPS

Marin Tips

Past President
Petaluma, CA, US
James Alan Hoffman Work Experience Details
  • Marin Tips
    Past President
    Marin Tips
    Petaluma, Ca, Us
  • Hoffman And Hoffman Wealth Preservation Advocates
    President
    Hoffman And Hoffman Wealth Preservation Advocates Jan 2020 - Present
    California And Arizona
  • Marin Tips
    Past President
    Marin Tips Jan 2011 - Present
    Marin County
    Marin county Business to Business leads group since 1963.
  • Consumer Credit Counseling Services Of San Francisco  Dba  Balance
    Past Vice Chairman And Current Board Member 25 Years Plus
    Consumer Credit Counseling Services Of San Francisco Dba Balance 1994 - Present
    San Francisco Bay Area
    National Non-Profit for Education & Counseling on consumer financial management. Part of the Executive Management team for over twenty years.
  • Westamerica Bank
    Vice President & Business Banking Officer
    Westamerica Bank Oct 2016 - Jan 2020
    1108 4Th Street San Rafael Ca 94901
    Initiates and develops new commercial and industrial business through outside business development activities.
  • Umpqua Bank
    Vp & Business Banking Relationship Manager
    Umpqua Bank Aug 2013 - Oct 2016
    Novato, California
    Responsible for commercial banking loan requests including review, analysis, and recommendations. Assists with overall operation of commercial banking lending division by operating within Sterling Saving Bank's policy and procedure, following up on delinquencies, selling all bank products, and assisting outlying branches regarding commercial banking loan requests. Actively cross-sell all bank products and services. Seasoned lender with extensive knowledge. 415 405-6113
  • Naturebridge
    Board Member
    Naturebridge Jun 2012 - Sep 2013
    Sausalito , Ca
    Board member and community ambassador for environmental explorers looking to preserve Nature for future enjoyment. Learn how to preserve the outdoors for all to experience. www.naturebridge.org
  • Bank Of America
    Vp & Small Business Banker
    Bank Of America Feb 2012 - Aug 2013
    Greenbrae, Marin County, California
    EXCEEDING CLIENT EXPECTATIONS THROUGH SUPERIOR SERVICE AND ACTIVE COMMUNICATION. FINDING SOULTIONS THAT MEET THE CLIENT’S NEEDS THE FIRST TIME AND DELIVERING WHAT YOU PROMISE EVERY TIME. .
  • Bank Of Marin
    Vice President/Business Development Officer
    Bank Of Marin Mar 2005 - Feb 2012
    Responsible for bringing in new business customers to the Bank. Work closely with Regional Managers and Bank branches and/or lenders to complete selling process.Familiar with a wide variety of business development concepts, practices and procedures.Accomplished goals and objectives by bringing over 100 new business relationships to the bank, including five new Private Banking clients.Brought in over $45 million in new business deposits and loans.2010 President's Club winner, achieving 18 million in deposits and loans.
  • Marin Ventures
    Treasurer
    Marin Ventures Jan 1995 - Jan 2010
    15 YEARS OF FINANCIAL OVERSITE AND BOARD SERVICE WITH A FOCUS ON EDUCITIONAL DEVELOPMENT FOR THE DISABLED COMMUNITY MENBERS. COMMUNITY OUTREACH AND FUNDRAISING SUPPORT. WWW.MARINVENTURES.ORG
  • West America Bank
    Vice President/Regional Financial Sales Officer
    West America Bank Jan 1991 - Jan 2005
    Developed and maintained one of the largest business portfolios in the bank - deposit growth from $21million to $125 million; loan portfolio growth from $7 million to $35 million.Averaged 25 business development calls per week.Presented complex proposals to businesses and offered expertise in cash management, product information and services.Met and exceeded goals and objectives every year.Mentored and coached new Bank Officers.
  • Wells Fargo Bank
    Assistant Vice President & Business Banking Officer
    Wells Fargo Bank Jul 1979 - Jan 1991
    Assisted with the Crocker Bank conversion. Team Leader for the Business Banking Unit; supervised a team of four Business Bankers that managed "high-valued" clients representing over 50% of total branch deposits.Managed personal portfolio of 500 clients.Consulted with the principals of major corporations that maintained average balances of one-half million dollars.Worked with the Bank's wholesalers of services from Payroll, Credit Card, and Cash Management to Business Financing.Interim Manager for six-months, responsible for training and supervising 11 employees.

James Alan Hoffman Skills

Commercial Lending Portfolio Management Cash Management Credit Cards Credit Insurance Credit Analysis Commercial Mortgages Lines Of Credit Consumer Lending Deposits Branch Banking Retail Banking Underwriting Financial Analysis Customer Service Loans Commercial Banking New Business Development Banking Private Banking Investments Real Estate Business Development Leadership Finance Mortgage Banking Analysis Credit Risk Financial Services Small Business Mortgage Lending Risk Management Asset Based Lending Wealth Management Sba Cross Selling Training Treasury Management Loan Origination Banking Relationships Relationship Management Small Business Lending Management Sales Commercial Real Estate

James Alan Hoffman Education Details

Frequently Asked Questions about James Alan Hoffman

What company does James Alan Hoffman work for?

James Alan Hoffman works for Marin Tips

What is James Alan Hoffman's role at the current company?

James Alan Hoffman's current role is Past President.

What is James Alan Hoffman's email address?

James Alan Hoffman's email address is ja****@****aol.com

What is James Alan Hoffman's direct phone number?

James Alan Hoffman's direct phone number is +141589*****

What schools did James Alan Hoffman attend?

James Alan Hoffman attended San Francisco State University, San Francisco State University.

What are some of James Alan Hoffman's interests?

James Alan Hoffman has interest in Sking, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Fishing, Home Decoration, Health, Cooking.

What skills is James Alan Hoffman known for?

James Alan Hoffman has skills like Commercial Lending, Portfolio Management, Cash Management, Credit Cards, Credit, Insurance, Credit Analysis, Commercial Mortgages, Lines Of Credit, Consumer Lending, Deposits, Branch Banking.

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