Jonathan W. Klass

Jonathan W. Klass

Jonathan Klass Professional Picture

Commercial Relationship Manager | NMLS 1380198

Office: 215-364-4059 | Mobile: 267-454-8766 | JKlass@QuaintOak.com


About me

I am thrilled to be able to bring my nearly 30 years of experience to Quaint Oak Bank. During my career, I have seen many changes throughout the industry but what has remained constant since day one is the importance of the relationship. Quaint Oak's 95 year commitment to the community and their focus on a relationship driven approach to banking has made me a great fit to this wonderful organization.

I believe in a holistic approach to ensure I look at the whole picture when I structure a loan project. My goal is to truly understand all areas of the business and to put together a long-term solution. I started on the retail side of the industry which provides me with a unique perspective and truly gives me a well-rounded view of the process. It also puts me in the best position to work with my clients and help them achieve all of their objectives.


My Areas of Expertise

  • SBA Lending (7a, Express and 504 lending)
  • C&I Lending
  • CRE Lending (Owner-Occupied & Investment)
  • Multifamily Lending
  • Cash Management

ADDITIONAL INFORMATION

Board Memberships

  • Sauers Cares - Board Member
  • True Access Capital - Board Member, Loan Review committee
  • Big Brothers/Big Sisters of Bucks County - Finance Committee

Education

  • ABA Stonier Graduate School of Banking, 2016-2018
  • The Warton School – Warton Leadership Program, 2016-2018
  • RMA Commercial lending Academy, 2004
  • American Institute of Banking, 1997
    • Commercial Lending Diploma
    • Consumer Lending Diploma
    • General Banking Diploma

I look forward to working with you!

Testimonials


When I was hearing from all my friends with small businesses having trouble getting their PPP loan started, mine was already processed and waiting for funding. Quaint Oak got us across the finish line without any issues - and when I asked if they could help some of my friends out - they welcomed the challenge and addressed their needs as well. Couldn't have asked for a better experience in such uncertain times. Thank you!

- Stephanie Sauers-Boyd; Warminster, PA