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Presidential Bank Mortgage Expands into Charlotte, NC with the Addition of Three Experienced Mortgage Professionals

August 29, 2025

Presidential Bank Mortgage is proud to announce its expansion into the Charlotte, North Carolina market, furthering the company’s mission to provide innovative mortgage solutions and exceptional customer service nationwide. To lead this growth, the firm welcomes three seasoned mortgage professionals: Lori Allerton, Lisa L. Green, and George Richardson III.


Presidential Bank Mortgage: Expanding with Expertise

With lending capabilities in all 50 states, Presidential Bank Mortgage continues to strengthen its presence in key regions. The Charlotte expansion underscores the company’s commitment to providing borrowers with personalized guidance, competitive products, and local expertise.


Meet the New Team Members


Lori Allerton
Lori has been guiding borrowers toward their homeownership goals since 1995. With decades of experience, she specializes in a wide range of loan programs, including Conventional, VA, FHA, USDA, Jumbo, Super Jumbo, Renovation, and Down Payment Assistance. Known for her ability to navigate even the most complex homebuying scenarios, Lori prides herself on tailoring financing solutions to each client’s unique needs. Beyond her professional expertise, Lori is deeply connected to her community, actively supporting the Central Carolina Association of Realtors, Salisbury Rowan Association of Realtors, and Rowan Helping Ministries.


Lisa L. Green
Lisa is dedicated to helping clients find the right mortgage products to match their financial goals. Her strong problem-solving skills, commitment to customer service, and belief in building true partnerships make the mortgage process both efficient and personalized. Lisa’s approach ensures clients feel confident and supported every step of the way, creating a true “win-win” experience for homeowners and referral partners alike.


George Richardson III
With more than 33 years of experience across sales, operations, and management, George brings an unmatched depth of knowledge to the Charlotte team. He is passionate about educating borrowers, empowering them to make confident financial decisions. Guided by his daily motto, “What good shall I do this day?”, George is known for his integrity, accountability, and innovative approach. His leadership and client-first philosophy make the mortgage process seamless and stress-free.


A Commitment to the Charlotte Community

“Expanding into Charlotte with this talented group of professionals allows us better to serve the diverse needs of borrowers in the region,” said Todd Greak, SE Division. “Lori, Lisa, and George bring not only decades of expertise but also a genuine passion for helping families achieve their homeownership dreams. We are proud to have them on the Presidential Bank Mortgage team.”

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