Patrick Matanane
Customer Service Representative at US Small Business Administration | Palos Verdes Peninsula, California, United States
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Patrick Matanane serves as a Loan Officer at the U.S. Small Business Administration (SBA), where he leverages over two decades of expertise in financial services to support small businesses and disaster recovery initiatives. In his current role, Patrick specializes in underwriting disaster loans, notably for victims of Hurricane Sandy, demonstrating his commitment to aiding communities in crisis. His extensive background in bank relationship management and marketing equips him with the skills necessary to navigate complex financial landscapes, ensuring that applicants receive the guidance they need to secure funding.
Patrick’s proficiency in wealth preservation strategies, including inheritance tax planning and charitable trusts, allows him to provide comprehensive support to clients seeking to manage their financial futures effectively. His analytical skills are pivotal in assessing loan applications, where he meticulously evaluates each case to ensure compliance with SBA regulations while also considering the unique circumstances of each borrower. This blend of technical knowledge and empathetic communication fosters trust and builds lasting relationships with clients.
In addition to his underwriting responsibilities, Patrick is involved in special projects that aim to enhance the SBA’s outreach and education efforts, ensuring that small business owners are well-informed about available resources. His dedication to wealth transfer planning and captive insurance further underscores his holistic approach to financial management, making him a valuable asset to both the SBA and the communities he serves. Through his work, Patrick not only facilitates access to crucial funding but also empowers small businesses to thrive in the face of adversity.
Customer Service Representative at US Small Business Administration in January 2013 to Present
Assistant Vice-President / Relationship Manager at The Bank of New York Mellon in September 2003 to February 2009
Assistant to the Chief Financial Officer at Guam Economic Development Authority in September 2000 to December 2002
Assistant Vice-President / Trust Officer at Bank of Guam in January 1990 to June 1998
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Northwestern University in conjunction with the ABA, Professional Graduate Degree in Trust Banking
Oregon State University, Bachelor of Science, November 1989
AMERICAN BANKERS ASSOCIATIONNorthwestern University - National Graduate Trust School, Master's degree
DALE CARNEGIE INSTITUTE
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Corporate Trust
Estate Planning
Estate Administration
Inheritance Tax Planning
Gift Tax
Charitable Trusts
Charitable Giving Strategies
Wealth Preservation Strategies
Comprehensive Wealth Management
Living Trusts
Wealth Transfer Planning
System Administration
Mortgage Revenue Bonds
Captive Insurance
Wealth Management Services
Government Loans
Loan Origination
Loan Servicing
Analysis
Wealth Management
Loans
CRM
Bonds
Portfolio Management
Securities
Strategy
Wealth
Management
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What is Patrick Matanane email address?
Email Patrick Matanane at [email protected] and [email protected]. This email is the most updated Patrick Matanane's email found in 2026.
How to contact Patrick Matanane?
To contact Patrick Matanane send an email to [email protected] or [email protected]. (updated on September 02, 2024)
What company does Patrick Matanane work for?
Patrick Matanane works for US Small Business Administration
What is Patrick Matanane's role at US Small Business Administration?
Patrick Matanane is Customer Service Representative
What is Patrick Matanane's Phone Number?
Patrick Matanane's phone (213) ***-*379
What industry does Patrick Matanane work in?
Patrick Matanane works in the Financial Services industry.
Patrick Matanane Email Addresses
Patrick Matanane Phone Numbers
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