Business Services Officer Iii
Current
Sep 2020 - Present
AeroLeads people directory · profile
Patrick Simpson Email & Phone Number
Commercial and investment real estate lending in NC, SC, VA, GA, and TN
at
Truliant Federal Credit Union
1 work email found
@truliant.org
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Commercial and investment real estate lending in NC, SC, VA, GA, and TN
Location
Winston-Salem, North Carolina, United States
Company size
Who is Patrick Simpson? Overview
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Quick answer
Patrick Simpson is listed as Commercial and investment real estate lending in NC, SC, VA, GA, and TN at Truliant Federal Credit Union, a company with 451 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at truliant.org, phone signal with area code 800, and a matched LinkedIn profile for Patrick Simpson.
Patrick Simpson previously worked as Business Services Officer III at Truliant Federal Credit Union and Vice President, SBA and USDA Development Officer at Community First Bank - Sc. Patrick Simpson holds Mba, Finance And Financial Management Services from Wake Forest University - Babcock Graduate School Of Management.
Company email context
Email format at Truliant Federal Credit Union
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{first}@truliant.org
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Profile bio
About Patrick Simpson
Experienced commercial lending professional with a focus on developing business relationships and structuring financing solutions for commercial and owner occupied real estate, debt refinances, operating lines of credit, and SBA 7a and USDA government guarantee programs. Having been in the Commercial Banking and Financial Services Industry for more than 35 years, I take great pride in being responsive to member/clients, their trusted advisors, and to my internal teammates. I strive to understand the business owners, their business, and to to develop a financing structure to meet their needs and help plan for future growth.
Listed skills include Management And Leadership, Risk Management, Business Development, Relationship Development, and 39 others.
Current workplace
Patrick Simpson's current company
Company context helps verify the profile and gives searchers a useful next step.
Truliant Federal Credit Union
15 roles · 39 years
Patrick Simpson work experience
A career timeline built from the work history available for this profile.
Vice President, Sba And Usda Development Officer
Community First Bank - Sc
Oct 2019 - Jun 2020
Senior Vice President, Sba Regional Manager
Jun 2018 - Jul 2019
Vice President, Sba And Usda Development Officer
Oct 2016 - May 2018
Vice President, Business Development Officer
Apr 2016 - Aug 2016
Vice President, Sba Business Development Officer
Organized and led the development and origination of the government guaranteed commercial lending effort throughout the NewBridge Bank footprint.
Sep 2014 - Mar 2016
Business Development Officer, Sba Lending
Jun 2014 - Sep 2014
Business Development Officer
Bci Lending
Nov 2012 - Jun 2014
Risk Monitoring Group Manager
Responsible for evaluating customer loan programs, customer lending practices, lender portfolio reviews, production of risk management reports to review, monitor, and analyze portfolio risk, profitability, and performance at company and customer levels
May 2005 - Dec 2011
Customer Transactions Manager
Negotiated,implemented, and administered risk sharing products (captive reinsurance, tiered primary structures with GSEs, various pool insurance programs), evaluated review of customer loan programs, managed and maintained customer relationships.
2003 - 2005
~2 yrs
Structured Transactions Manager
Responsible for development of risk sharing programs, reviewed competitor offerings, negotiated contract agreements, developed standard presentation materials, and organized regional training sessions on risk sharing products for field sales force
1997 - 2003
~6 yrs
Vice President, Mortgage Services Division
Salem Trust Bank
Responsible for the organization and start- up of the Division. Managed the retail and wholesale mortgage loan production in two production offices – Winston-Salem, and Wilmington, NC. Originated, processed, closed, delivered and sold mortgage loans on service-released basis through correspondent relationships.
1993 - 1997
~4 yrs
Assistant Vice President, Professional Banking Group
Salem Trust Bank
1991 - 1993
~2 yrs
Assistant Vice President, Commercial Services Officer
Barclays Bank Of North Carolina
1989 - 1991
~2 yrs
Credit Manager
Barclays Bank Of North Carolina
Provided credit guidance and analytical instruction to lending officers in 16 offices. Evaluated and approved loan requests under loan authority, reviewed and presented commercial loan requests to Loan Committee.
1987 - 1989
~2 yrs
Team & coworkers
Colleagues at Truliant Federal Credit Union
Other employees you can reach at truliant.org. View company contacts for 451 employees →
DJ
Debra Jordan
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
CC
Courtney Czerwein
Colleague at Truliant Federal Credit Union
Lyman, South Carolina, United States, United States
View →
MW
Michael Williams
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
SD
Samantha Donaldson
Colleague at Truliant Federal Credit Union
Burlington, North Carolina, United States, United States
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LM
Lisa Mark
Colleague at Truliant Federal Credit Union
Madison, North Carolina, United States, United States
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LW
Lisa Warlick
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
AR
Ashley Royal
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
AO
Andie Overbeck
Colleague at Truliant Federal Credit Union
Greensboro--Winston-Salem--High Point Area, United States
View →
AJ
Ashley Jones
Colleague at Truliant Federal Credit Union
United States, United States
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JD
Jesse Davis
Colleague at Truliant Federal Credit Union
Greensboro--Winston-Salem--High Point Area, United States
View →
Debra Jordan
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
CC
Courtney Czerwein
Colleague at Truliant Federal Credit Union
Lyman, South Carolina, United States, United States
View →
MW
Michael Williams
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
SD
Samantha Donaldson
Colleague at Truliant Federal Credit Union
Burlington, North Carolina, United States, United States
View →
LM
Lisa Mark
Colleague at Truliant Federal Credit Union
Madison, North Carolina, United States, United States
View →
LW
Lisa Warlick
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
AR
Ashley Royal
Colleague at Truliant Federal Credit Union
Winston-Salem, North Carolina, United States, United States
View →
AO
Andie Overbeck
Colleague at Truliant Federal Credit Union
Greensboro--Winston-Salem--High Point Area, United States
View →
AJ
Ashley Jones
Colleague at Truliant Federal Credit Union
United States, United States
View →
JD
Jesse Davis
Colleague at Truliant Federal Credit Union
Greensboro--Winston-Salem--High Point Area, United States
View →
2 education records
Patrick Simpson education
Mba, Finance And Financial Management Services
Bachelor Of Science, Economics
FAQ
Frequently asked questions about Patrick Simpson
Quick answers generated from the profile data available on this page.
What company does Patrick Simpson work for?
Patrick Simpson works for Truliant Federal Credit Union.
What is Patrick Simpson's role at Truliant Federal Credit Union?
Patrick Simpson is listed as Commercial and investment real estate lending in NC, SC, VA, GA, and TN at Truliant Federal Credit Union.
What is Patrick Simpson's email address?
AeroLeads has found 1 work email signal at @truliant.org for Patrick Simpson at Truliant Federal Credit Union.
What is Patrick Simpson's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Patrick Simpson at Truliant Federal Credit Union.
Where is Patrick Simpson based?
Patrick Simpson is based in Winston-Salem, North Carolina, United States while working with Truliant Federal Credit Union.
What companies has Patrick Simpson worked for?
Patrick Simpson has worked for Truliant Federal Credit Union, Community First Bank - Sc, Georgia Banking Company, Yadkin Small Business Lending, and Newbridge Bank.
Who are Patrick Simpson's colleagues at Truliant Federal Credit Union?
Patrick Simpson's colleagues at Truliant Federal Credit Union include Debra Jordan, Courtney Czerwein, Michael Williams, Samantha Donaldson, and Lisa Mark.
How can I contact Patrick Simpson?
You can use AeroLeads to view verified contact signals for Patrick Simpson at Truliant Federal Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Patrick Simpson attend?
Patrick Simpson holds Mba, Finance And Financial Management Services from Wake Forest University - Babcock Graduate School Of Management.
What skills is Patrick Simpson known for?
Patrick Simpson is listed with skills including Management And Leadership, Risk Management, Business Development, Relationship Development, Commercial Banking, Retail Banking, Credit Risk, and Inter Personal.
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