Vance Patterson

Senior Vice President
Senior Manager, Investor Services

Current Role

In his role as Senior Manager of Investor Services, Vance is responsible for managing units focused on servicing transfers, loan setup, loan administration and insurance risk management. This includes providing services for life insurance companies, commercial single family rental clients, specialty finance companies, government agency and CMBS issuers (CRE Finance Council reporting). Vance reports to Dean Wheeler, Senior Vice President and Head of Investor Services Operations.

Joined Cohen Financial in May, 2017

Past Experience

Over 29 years in the banking finance industry, specializing in all aspects of the financial experience both B2B and B2C.

Prior to joining Cohen Financial, Vance served as the Regional Credit Risk and Underwriting Manager for US Bank's Consumer Direct Division, specializing in Fannie Mae, Freddie Mac and HUD transactions with a focus on portfolio retention.


Majored in business finance, Tennessee State University (Nashville, TN)
  —Minor in music
Studied human resource management, St. Louis Community College (St. Louis, MO)

Other Affiliations

Freddie Mac-approved designated credit underwriter
Fannie Mae-approved designated credit underwriter
HUD (CHUMS) designation
VA Lender Appraisal Processing Program (LAPP) designation
Usher Coordinator City Center Church (Lenexa, KS)
Presidents Club Award Winner 2016 for Performance Excellence and Leadership

Cohen Financial is a member of the Mortgage Bankers Association, the National Multi Housing Council, and the CRE Finance Council (Formerly CMSA).