Name Anna Duncan(contact affiliate)
CompanyHuntington National Bank
Primary Address
670 FM 3227, Canton, 75103
Phone
(945) 223-8113
Service Area by County Contra Costa County
Type of Business Banking, Finance
Type of Business (other) SBA Lending
Biography

Hannan Anna Yanni Duncan
Cell phone 707-689-7871
Hannanduncan@aol.com
Management/Sales/Lending Strengths
• Over 30 years of banking experience
• Over 10 Years of SBA Lending Experience
• Helped business owners with making their dreams come true and through these
unprecedented times
• 9 years of management experience with Leadership abilities
• Excellent presentation skills
• Coached bankers to the next level
• Excellent ability to use creativity, knowledge and experience to structure loans in a manner
that is mutually beneficial to the customer and organization
• Strong written and verbal communication skills and attention to detail and accuracy
• Outstanding organizational skills with the ability to set priorities and meet deadlines
Professional Experience
FIRST STATE BANK May 2022-Present
VP/SBA/USDA Commercial Lending Officer– (May 2022-Present)
Home Based-Corporate Office in Abilene, Texas
• Solicit, pre-underwrite, coordinate, and manage the Small Business Administrative loan
portfolio
• Reviewed loan packages for completeness of documents and compliance
• External Referral Sourced Deals are about 95% of production for 2022
• Built great relations with partners with COI’s and Branch staff to refer deals to SBA Lending
• Help Create and Start the SBA department for the bank
• Created and designed the documents that are needed in the steps in getting an SBA deal
done for the bank from the Commitment Letter, Closing Conditions Checklist, Credit File
Folder Items, and more.
• Produced marketing materials for SBA for the Bank
• CREW East Bay Chapter Champion
• IWIRE Member and Sponsor
• CCIM Member and Sponsor
US Bank October 2014-May 2022
AVP/SBA Business Development Officer– (October 2014-May 2022)
East Bay Coverage-Office in Walnut Creek, CA
• Solicit, pre-underwrite, coordinate, and manage the Small Business Administrative loan
portfolio
• Reviewed loan packages for completeness of documents and compliance
• Coordinated with internal departments to see loans through to funding
• External Referral Sourced Deals are about 60% of production for 2021
• Built great relations with partners with Business Banking and Branch staff to refer deals to
SBA Lending
• Presented to a group of entrepreneurs and business owners on SBA Lending
• Trained internal Bankers on SBA products
• A Board CREW Member for 2 years
Wells Fargo Bank June 1988-October
2014
AVP/Small Business Administrative Banker– (June 2011-October 2014)
Sacramento Based Office-Covering all of Northern California/Central Valley
• Solicit, pre-underwrite, coordinate and manage the Small Business Administrative loan
portfolio
• Reviewed loan packages for completeness of documents and compliance
• Coordinated with internal departments to see loans through to funding
• Closed SBA Loans total of $7mm from loans of $25m to $350m
• Built great relations with partners with Business Banking Group and Retail staff to refer
deals to SBA Lending
• Presented to a group of entrepreneurs and business owners on SBA Lending
• Trained internal Bankers on SBA products
• Received Service Excellent Nominations from internal Bankers in the services provided
AVP/Premier Banker/ Business Champion –(June, 2006-June 2011) Elk Grove, CA
• Received “Going for Gold Award” in 2007
• Built great relations and built a good customer base
• Instrumental in helping branch hit Gold Level Performance in Business Drivers 4th Qtr
• Instrumental in helping branch hit Silver Level Performance in Business Drivers 2nd Qtr
• Helped coach the team to their next level performance
• Platform Manager in the absence of management team and ran Conference Calls
• Worked with Business Bankers on referring over Commercial Loans and SBA Loans
AVP/Store Manager –(1997-2006)
Multiple Locations
• Received “Going For Gold Award” in 2003
• Finished 2 Quarters of 2003 in the Top 3 Managers in Capital Valley.
• Built great relations with the Community and was involved with Rotary and Kiwanis.
• Hired and coached my staff to their next level performance.
• Recipient of Supernova Award in Quarter 4 of 2004
• Worked with Business Customers and referring them over for Commercial Loans
Banking Center Manager –(1996-1997)
Multiple Locations
• Received Service Awards in Golden Coach Awards in Monterey, Ca.
• Built relations with Grocery Store Managers to help build sales
• Built great relations with HR Reps to refer their new team members for new accounts
Personal Banker, BSR, Merchant Teller, and Teller (1988-1996)
Multiple Location
• Achieved many rewards including a lunch at Sir Francis Drake
• Top performer in sales where I leveraged it to move up to the next level with Wells Fargo
• Accomplished great cross-sell ratio to existing and new customers
• Recipient of Employee of the Month of April, 1995, where I was recognized at Wells Fargo
Penthouse
Technical Skills
Proficient in Microsoft Office programs, Word, Excel, Power Point, Outlook, and business
operations software.
Numerous sales management course and certificates:
Volunteer/Networking
January 2022-Present CREW East Bay-Chapter Champion
January 2017-Present CCIM Sponsor and Member
September 2022-Present IWIRE Sponsor and Member
January 2021-December 2021 CREW East Bay-Member at Large Board Member
January 2020-December 2020 CREW East Bay-Delegate Board Member
January 2016-October 2019 CREW East Bay-Vice Membership Chair
2009-2011 eWomen Network-Speaker Coordinator
2008-2010 LeTip Networking-Board Member/Newsletter Editor
2002-2004 Rotatory Member
2000-2002 Kiwanis-Board Member-Newsletter Editor
Education
Bachelor of Science–Business-Marketing, Sacramento State University 1993
**Completed a Full Marketing Plan for a local Restaurant in Sacramento while attending
Sacramento State
Associates Degree in Business, Solano Community College, Fairfield, Ca 1991
**Achieved 3rd Place in Marketing Competition in Sacramento where I was invited to the State
finals while attending Solano Community college.
References Available Upon Request