New customer’s smart move to Plaza Bank pays off fast

Dan Curtis is a great example of why it’s smart to be a customer at Plaza Bank

Several months ago Mr. Curtis moved his checking and some of his money market accounts to Plaza Bank. The owner of Curtis & Associates, a 25-year-old commercial real estate brokerage in Costa Mesa, thought it would be beneficial to have a relationship with a small business bank.

He didn’t count on needing that relationship so soon.

Recently Mr. Curtis and his wife, Tammy, wanted to close escrow on a new William Lyon home in San Juan Capistrano. But when their existing home in North Tustin didn’t sell as fast as they had hoped, Mr. Curtis called his banker.

“I needed a small $450,000 bridge loan within two weeks. They looked at my statement, credit score and assets — we own several homes free and clear — and they were able to give us quick approval with a very competitive rate.

“After I talked to Plaza Bank we went on vacation for a week. When we got back we went in to sign the documents. There wasn’t a single hiccup.

“They’re all experienced bankers and very professional,” Mr. Curtis said. “They knew exactly what I wanted and they responded with every bit of diligence and efficiency. It was as quick and easy as I would ever want.”

Mr. Curtis’ loan was handled by Don Solsby, President of Plaza Bank, Doug Sherman, Plaza’s Chief Credit Officer, and Michael Bueche, the bank’s Real Estate Lending Officer.

“Normally a bank would want a trust deed against one of my other properties. But Plaza Bank understands the needs of a small businessman and the personal needs of financing a property like this. Am I pleased? You bet I am.”

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