How to Unlock Growth Through Smarter Loan Sales
When: September 16, 2025 at 10am PT / 1pm ET
Community and regional banks face pressure from capital constraints, concentration limits, and rising loan demand. Loan sales are no longer just a balance sheet tactic — they’re a strategic lever for growth.
Coastal Community Bank recently completed a $34M transaction through Capstack’s bank-to-bank marketplace, using a unique structure to unlock liquidity and pursue new growth initiatives. This session will share how the deal came together and what other banks can learn from it.
In this session, you’ll learn:
- How Coastal generated $34M in liquidity in six weeks
- Practical lessons for banks when using a bank-to-bank marketplace
- How to navigate unique deal structures with other banks
- How loan sales can drive growth, not just relieve balance sheet pressure
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John is a 30-year veteran of global fixed income markets. He has held senior leadership roles at JPMorgan, Lehman Brothers, and Barclays, served as a senior officer and board member of SIFMA, and was appointed by the New York Federal Reserve to the Treasury Markets Practices Group. His expertise spans portfolio management, risk, and asset-liability management — bringing community and regional banks the perspective of both Wall Street and Main Street.
Curt joined Coastal as President in 2022 with expertise in credit, risk management, and financial technology. He was most recently President and CEO of TAB Bank, where he transformed the $1.2 billion digital bank into a market leader through investments in data, APIs, and agile development. His career includes leadership roles at top-ten, regional, and community banks, as well as serving as COO of a fintech company. He holds a degree in Accounting from Louisiana State University and is active in both his community and banking industry organizations.