Jim Chaston – President & CEO
Jim Chaston founded Chaston Associates to provide lending institutions with guidance before, during, and after regulatory examinations. He engages regularly with current and potential clients to discuss changes in the market and offer risk mitigation suggestions. Jim writes and edits loan policies for new and seasoned institutions and comments upon risk rating metrics to guide institutions in overall risk assessment and underwriting practices. His risk management suggestions have become industry standard and have shaped many successful operations form their start in the commercial lending environment.
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Scott Chaston – Executive Vice President
As EVP, Scott Chaston manages the daily operation of Chaston Associates. He not only provides guidance to clients with multi-billion dollar commercial portfolios, but also drafts analytical notes for team members and clients looking to stay up to date on market and regulatory changes. Scott has aided several large institutions through evolving landscapes.
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Amy Lindsay – Senior Vice President
Amy joined the Chaston team in June of 2017, bringing with her more than 30 years of experience in commercial lending. Prior to joining Chaston Amy worked for 12 years at Santander Bank, most recently in the roles of Senior Credit Officer and Regional Credit Risk Director. Prior to Santander, Amy held various leadership positions in the areas of relationship management, loan operations and credit administration with larger institutions including Citizen’s Bank and BOA, while working in the Philadelphia area. Amy got her start in commercial banking as an ABL lender in NJ. Amy is a graduate of Bucknell University with a Bachelor of Arts in Economics, and she earned her Masters of Business Administration from Rider University.
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Katherine Felpel – Senior Vice President
Katherine joined the Chaston team in August of 2016. She has 25+ years of commercial banking experience at Sovereign Bank, Anglo Irish Bank, and Northern Bank and Trust. Experience includes solid credit analysis, loan origination and credit/portfolio administration. Her jobs have included being a Construction, C & I, and CRE lender as well as managing a loan closing team. She has a Bachelor of Science Business Administration (Accounting) and Master in Business Administration (International Accounting) from Suffolk University.
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Shelley Botelho – Senior Vice President
Shelley joined the Chaston team in January 2022 with 20 years of experience in the banking industry. Most recently, Shelley was an Internal Audit Manager where she performed and managed internal audits for banks and credit unions. Her experience includes commercial loan underwriting, commercial credit analysis, commercial loan review, risk assessments, internal audit, internal control/SOX testing, and compliance with key regulations. Shelley holds a BS degree in Accounting from Bridgewater State University, an MBS degree in Forensic Accounting and is a Certified Financial Services Auditor (CFSA) with the Institute of Internal Auditors.
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