Bank of Ann Arbor announces recent promotions

Ann Arbor – In the first half of 2019, Bank of Ann Arbor is proud to recognize the promotions of Sara Hoffman, Trina VanNest, Gordon Morris, and Jena Agler.

Sara Hoffman

Sara, promoted to Vice President & Commercial Loan Officer, has been with Bank of Ann Arbor since 2009. Originally serving as a Senior Credit Analyst, she quickly proved a skill set in working with small business clients and was promoted to Small Business Lending Officer in 2010. Her continued hard work, responsiveness, and dedication to her clients and nearly 200 prospect inquiries per year, has resulted in outstanding growth in the small business loan portfolio at the bank.

In her free time, Sara is also dedicated to her community, serving on the Board for Main Street Area Association and on the Finance Committee for Honey Creek Community Schools. She is also active with United Way of Washtenaw County Young Leaders Society, as well as Women’s Exchange of Washtenaw.

Trina, promoted to Senior Vice President and Credit Manager, joined BOAA in 2010 as an Assistant Vice President and Credit Administration Officer. In her time here, she has taken on greater responsibility, been granted higher levels of loan authority to move loan relationships less than $1,000,000 more efficiently through the approval process, and manages a large team of credit analysts, as well as the appraisal review department. Outside of the office, Trina is active in the Plymouth Canton School system with both the Marching Band and Winter Guard organizations. She also serves on a committee at the Ann Arbor Area Community Foundation that focuses on assisting area non-profits.

Gordon, promoted to Credit Administration Officer & Loan Documentation Manager, has nearly 30 years of banking experience which included 25 years at TCF bank. He brings an expertise in a wide range of areas including the documentation and closing of retail and commercial loans. Joining Bank of Ann Arbor in 2015, he has quickly made a large impact on his group, improving processes, creating efficiencies, and leading the team through these changes. As a lifelong resident of Ann Arbor, Gordon has volunteered
countless hours to the community, including to the Women’s Field Hockey team, Yost Arena events and Juvenile Diabetes Research Foundation.

Jena Agler

Jena, promoted to Assistant Vice President and Trust Officer, joined the Trust and Investment Management team in 2016. She was previously a practicing attorney in Michigan specializing in probate and estate planning, including drafting and executing estate planning documents such as wills, trusts and powers of attorney. Her skills and expertise in the field have been a great asset to the group. She received her undergraduate degree from Grand Valley State University and her law degree from the University of Detroit Mercy School of Law. Jena passed the Bar Exam in Michigan in 2011.

Jena too is a lifelong resident of Ann Arbor. She serves the community in a number of ways including Habitat of Humanity, the Humane Society of Huron Valley, Women Lawyers Association of Michigan, and the Young Lawyers Section of the Washtenaw County Bar Association.

“Recognizing the commitment, loyalty, hard work, and immeasurable contributions to our success in a well-deserved promotion is very gratifying,” said Tim Marshall, President & CEO of Bank of Ann Arbor.
“A sincere thank you and congratulations to Sara, Trina, Gordie, and Jena.”

About Bank of Ann Arbor
Bank of Ann Arbor is a locally owned and operated bank with total assets and assets under management of over $3.2 billion, serving people and businesses in Southeast Michigan with offices at the corner of Fifth Avenue and Washington Street in downtown Ann Arbor, in the Traver Village Shopping Center, at the corner of Stadium and Liberty streets, on West Ellsworth Road in Pittsfield Township, on West Michigan Avenue in downtown Ypsilanti, in Plymouth on Ann Arbor Road, on East Michigan Avenue in downtown Saline, and on Woodward Avenue just north of 14 Mile Road in Birmingham Michigan.UniFi Equipment Finance, a wholly owned subsidiary of the bank and headquartered in Ann Arbor, is a well-established company with a national presence in the small ticket vendor space. UniFi has funded more than 85,000 transactions, totaling over $1 billion. / Visit us on Facebook, Twitter, and LinkedIn.