Community West Bank
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Community West Bank Employees
UCLA June 2015 - Present
LOFT Investors Forum May 2015 - June 2015
UC Santa Barbara November 2013 - June 2015
LOFT Investors Forum 2015 - 2015
Santa Barbara Trust for Historic Preservation September 2012 - November 2013
Community West Bank September 2010 - October 2011
UC Santa Barbara September 2008 - February 2010
Skills
Microsoft Office, Microsoft Excel, Finance, Administration, PowerPoint, Customer Service, Outlook, Financial Analysis, Microsoft Word, Research, Teamwork, English
Education
University of California, Santa Barbara 2008 — 2013
Bachelor of Arts (BA), Sociology/ Latin American & Iberian Studies
Community West Bank November 2013 - Present
Santa Barbara Bank & Trust 2009 - 2013
Santa Barbara Bank & Trust 1994 - 2008
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking, Loan Modifications, Loan Documents, Commercial Leasing, Small Business Lending, Credit Analysis, Lines Of Credit, Consumer Lending
Education
Santa Barbara City College
Community West Bank August 2012 - Present
First California Bank June 2011 - August 2012
Santa Barbara Bank & Trust September 2004 - June 2011
Mid-State Bank & Trust June 1998 - September 2004
Bank of Santa Maria September 1988 - June 1995
Security Pacific Bank September 1982 - June 1987
Skills
Banking, Commercial Real Estate, Commercial Lending, Small Business Lending, Portfolio Management, Commercial Banking, Lines Of Credit, Real Estate, SBA, Letters of Credit, Credit Analysis, Loans, Asset Based Lending, Agriculture Lending, Finance, Loan Origination, Mortgage Lending, Management, Investments
Education
California State University San Bernardino 1977 — 1979
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies
San Bernardino Valley College 1973 — 1977
Fiserv. May 2015 - Present
VCPI, Inc. July 2013 - May 2015
Kohl's Department Stores July 2011 - February 2013
Waukesha County Technical College June 2009 - December 2010
BuySeasons, Inc. June 2010 - October 2010
Fifth Third Bank June 2005 - June 2006
M&I Bank August 2001 - May 2005
Community West Bank June 2000 - August 2001
Skills
Banking, Networking, Analysis, Microsoft Office, Outlook, Microsoft Excel, Project Management, Troubleshooting, BMC Remedy, ServiceNow, ITIM, Help Desk Support, Team Leadership, Training, Software Installation, Information Technology, Software Documentation, Technical Support, Management, XP, Call Centers, Windows, Time Management, Program Management, Active Directory, Human Resources, Hardware, Sales, Service-Now, Windows XP, Tivoli Identity Manager
Education
Waukesha County Technical College 2009 — 2010
AS Network Specialist, Network Systems and Project Management, 4.0
National Association of Govt Guaranteed Lenders 2001 — 2004
Advanced, 7a Lending Techniques
Georgia Banking School 1986 — 1989
Diploma, General Banking
Kennesaw State University 1978 — 1986
BBA, Accounting
Citrix April 2015 - Present
Citrix July 2012 - March 2015
The MathWorks June 2011 - July 2012
Bucknell Univeristy August 2010 - May 2011
Bucknell University May 2010 - May 2011
Bucknell University November 2008 - May 2011
Community West Bank May 2009 - August 2009
Skills
Marketing, Microsoft Office, Sales, Microsoft Excel, Microsoft Word, Fundraising, Social Media, Customer Service, Event Planning, PowerPoint, Social Networking, Data Analysis, Analysis, Public Speaking, Teamwork
Education
Bucknell University 2007 — 2011
BSBA, Business Management
Righetti High School 2003 — 2007
Corfino Inc. June 2014 - Present
community west bank 2011 - June 2014
San Diego Private Bank June 2010 - 2011
Pacific State Bank February 1987 - December 2008
Bank of America, BAInvestment Management Company January 1980 - January 1987
American Red Cross, San Joaquin County Chapter March 1977 - January 1980
Skills
Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Lines Of Credit, Credit Risk, Private Banking, Portfolio Management, Financial Analysis, Commercial Mortgages, Underwriting, Consumer Lending, Retail Banking, Loan Origination, SBA, Asset Based Lending, Cash Management, Financial Institutions, Financial Structuring, Mortgage Lending, Financial Risk, Refinance, Construction Loans, Cash Flow Lending, Wealth Management, Treasury Management, Risk Management, Real Estate Financing, Investments, Structured Finance, Finance, Real Estate Economics, Strategic Financial..., Mortgage Banking, Capital Markets, Relationship Management, Due Diligence, Executive Management, Financial Services
Education
University of Washington, Pacific Coast School of Banking 1991 — 1993
Certificate in Banking, Banking and Financial Support Services
University of California, Berkeley 1984 — 1986
Personal Financial Planning, Financial Planning and Services
San Jose State University 1974 — 1976
Bachelor of Science, Busines Management and Finance
805 QuickBooks ProAdvisors June 2013 - Present
Community West Bank September 2012 - May 2013
Bank of Manhattan May 2012 - July 2012
Great American Records Management January 2007 - December 2011
Pacific Capital Bancorp September 2010 - February 2011
Great American Self Storage June 2004 - September 2010
Los Padres Bank April 1999 - June 2004
Los Padres Bank April 1991 - April 1999
Deloitte June 1988 - May 1991
Skills
GAAP, Accounting, Auditing, SEC filings, Financial Risk, Budgets, Banking, General Ledger, Due Diligence, Financial Analysis, Strategic Planning, CPA, Investments, Internal Audit, Cash Flow Forecasting, Financial Accounting, Financial Reporting, Business Valuation, IPO, Accounting Policy, Budgeting, Business Formation, Consolidation, M&A experience, Feasibility Studies, SEC reporting, Fair Value, Financial Feasibility, Forecast Modeling, Investor Reporting, Liquidity Risk, Purchase Accounting, Regulatory Capital, Regulatory Filings, SOX, Real Estate Private..., Real Estate Finance, Mergers
Education
University of California, Santa Barbara 1983 — 1988
BA Business Economics, Accounting
San Marcos High School 1979 — 1983
Plumas Bank December 2011 - November 2014
North Valley Bank November 2010 - November 2011
Excel National Bank February 2007 - December 2008
Community West Bank September 1999 - February 2007
First Union Small Business Capital August 1995 - September 1999
Skills
Loans, Underwriting, Credit, SBA, Analysis, Management, USDA, Business, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Commercial Mortgages, Financial Analysis, Refinance, Loan Origination, Portfolio Management
Education
Illinois State University 1973 — 1976
B.S., Business Administration/Finance
Pacific Western Bank June 2014 - Present
Union Bank January 2006 - April 2014
Cardinal Health 2001 - 2006
Community West Bank 1996 - 2000
G & H Financial 1990 - 1996
Republic Business Credit 1987 - 1990
Skills
Credit, Commercial Lending, Asset Based Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Relationship Management, Credit Risk, Risk Management, Credit Analysis, Structured Finance, Portfolio Management, Treasury Management, Retail Banking, Banking, Loans, Financial Analysis, Cash Management, Underwriting, Financial Services, Commercial Mortgages, Consumer Lending, Loan Origination, Executive Management, Financial Structuring, Financial Risk, Restructuring, Mortgage Lending, Finance, Private Banking, Factoring, Funding, Corporate Finance, Capital Markets, Cash Flow, Deposits, Financial Modeling, Mortgage Banking, Cash Flow Lending, SBA, Middle Market
Education
California State University-Northridge 1980 — 1987
Bachelor of Business Administration (BBA), Finance
Lending Club February 2014 - Present
Lending Club November 2012 - Present
Small Business Capital November 2011 - July 2012
Community West Bank September 2009 - November 2011
Rabobank March 2008 - August 2009
Rabobank February 2006 - February 2008
Skills
Financial Analysis, Banking, Customer Service, Loans, Bankruptcy, Foreclosures, Residential, Small Business Lending, Commercial Lending, Credit, Credit Risk, Credit Analysis, Commercial Banking, Real Estate, Accounting, Underwriting, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Financial Services, Loan Origination, Refinance, Risk Management, Small Business, SBA, Investment Properties, Loan Servicing, Asset Based Lending, Residential Homes, Lines Of Credit, Portfolio Management, Finance, Financial Risk, Mortgage Lending, Management
Education
CCSF 2013 — 2014
Green Business Certificate
University of California, Santa Barbara 2005 — 2007
BA, Business Economics; Accounting
Santa Barbara City College 2002 — 2005
General Education
Santa Barbara County Education Office August 2013 - August 2014
Community West Bank August 2011 - January 2013
Community West Bank June 2010 - August 2010
Skills
Accounts Payable, Public Speaking, Financial Reporting, Financial Analysis, Accounting, Interpersonal Skills, Account Reconciliation, Finance, Microsoft Office, QuickBooks, Accounts Receivable, PowerPoint, Customer Service
Education
California State University-Northridge 2014 — 2016
Bachelor's Degree, Business Administration and Management, General
Santa Barbara City College 2011 — 2014
Associate’s Degree, Business Administration and Management, General
Santa Barbara High School 2007 — 2011
Diploma
American Business Bank March 2015 - Present
Simi Valley Unified School District November 2014 - Present
Community West Bank December 2012 - March 2015
Simi Valley Sunrise Rotary Cajun and Blues Festival July 2013 - June 2014
Simi Valley Police Foundation July 2011 - June 2013
Santa Barbara Bank & Trust August 2011 - December 2012
Scott Wilk For Assembly January 2012 - November 2012
National Bank of California November 2007 - August 2011
Simi Valley Police Foundation July 2007 - June 2011
California Oaks State Bank October 2004 - November 2007
Skills
Banking, Credit, Commercial Lending, Loans, Commercial Real Estate, Small Business Lending, Commercial Banking, Politics, Political Campaigns, Educational Leadership, Fundraising, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Underwriting, Loan Origination, Cash Management, Consumer Lending, Portfolio Management, Credit Analysis, Retail Banking, Cross Selling, Private Banking, Small Business, Refinance, Credit Risk, Investments, Relationship Management, Mortgage Banking, Investment Properties, Financial Analysis, Treasury Management, Insurance, Real Estate, Sales, SBA, Financial Structuring, Wealth Management, Risk Management, Residential Mortgages, Finance, Financial Risk, Direct Lender
Education
The George Washington University 2010 — 2012
Graduate School of Political Management
California Banker's Association 2007 — 2007
Graduate Commercial Lending School
California Banker's Association 2006 — 2006
Commercial Lending School
California Lutheran University 2001 — 2005
Masters Public Policy & Administration
University of Arizona 1998 — 2000
Bachelor of Arts, History/Political Science
Bank of the Cascades January 2014 - Present
Bank of the Cascades July 2012 - January 2014
Bank of the Cascades June 2010 - July 2012
Bank of the Cascades September 2005 - June 2010
Community West Bank September 2000 - September 2005
Skills
Banking, Commercial Banking, Credit Risk, Commercial Lending, Credit, Loans, Management, SBA, Small Business Lending, Credit Analysis, Lines Of Credit, Commercial Mortgages
Education
Pacific Coast Banking School 2013 — 2015
Graduate-Level Management Education Program, Banking
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (BA), Business/Economics
Provident Savings Bank March 2014 - Present
Chase Bank May 2011 - March 2014
Community West Bank May 2009 - June 2011
Santa Barbara Beautiful 2006 - 2010
JPMorgan Chase Bank May 1999 - May 2009
Quadran Mortgage - Santa Barbara 1990 - 1995
Education
Humboldt State University 1979 — 1982
Forestry - Fire Science
Los Padres Bank May 2007 - August 2008
Master Financial, Inc October 2002 - March 2007
Community West Bank September 1997 - June 2002
Montecito Bank & Trust April 1994 - April 1997
Skills
Skilled in mortgage..., User Experience, Calyx Point, Doc Magic,..., Financial Analysis, Banking, Financial Services, Credit, Securities, Mortgage Lending, Loans, Refinance, Home Equity Loans, Funding, Underwriting, Real Estate, Interest Rates, Closings, HUD
Education
Santa Barbara City College 1994 — 1996
Business Management, 3.8 GPA
San Marcos High School
High School Diploma, General Studies
U.S. Bank July 2012 - Present
Allan, Davis, Green and Cole June 2008 - November 2010
Community West Bank August 1995 - June 2006
Skills
People in need of...
Education
University of California, San Diego 1980 — 1983
B.A., History
Community West Bank February 2013 - Present
Community West Bank May 2009 - February 2013
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Skills
Accounting, Fixed Asset Management, Accounts Payable, Wire Transfers, General Ledger, Journal Entries, GAAP, Staff Management, Staff Development, Relationship Management, Loss Mitigation, Customer Service, Cash Management, Sales Management, Compliance, Operational Excellence, Resourceful..., Job Scheduling, Community Outreach, Communication Skills
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (B.A.), Law & Society, History
L&Z Global Study Tours November 2012 - Present
Forenex July 2012 - July 2012
The Spanish Ministry of Education: C.E.I.P. Tierno Galván October 2010 - June 2012
Self-employed January 2010 - June 2012
Santa Barbara Hematology Oncology Medical Group August 2011 - September 2011
Seminar for Returning Language and Culture Assistants September 2010 - September 2010
Community West Bank August 2010 - September 2010
Tri-Counties Regional Center August 2010 - August 2010
Escuela Atenea January 2010 - May 2010
CIEE October 2009 - May 2010
Skills
International Education, Creative Problem Solving, Spanish, Cultural Awareness, Conflict Resolution, Well Travelled, Travel Planning, Travel Writing, Travel Photography, Visual Storytelling, Teaching Experience, Teaching English, Stage Management, Microsoft Office, Excel, Typing, Curriculum Design, Leadership
Education
University of California, Irvine 2005 — 2009
B.A., Drama
Royal Holloway, U. of London 2007 — 2008
Year Abroad, Theatre Studies
Coverly Professional Services July 2010 - Present
NAWBO-Ventura County 2014 - 2015
NAWBO-Ventura County 2014 - 2015
NAWBO-Ventura County 2014 - 2015
Community West Bank November 2004 - June 2010
Santa Barbara Metropolitan Transit District January 1995 - November 2004
Skills
Graphic Design, Public Relations, Media Buying, Copywriting, Website Management, CMS, Desktop Publishing, Media Production, Annual Report Design, Marketing..., Brand Awareness, Marketing, Lead Generation, New Business Development, Strategic Partnerships, Integrated Marketing, Customer Service, Advertising, Webmaster Services, Annual Reports, Social Media, Marketing Management, Radio, SEO, Online Marketing, Email Marketing, Direct Marketing, Online Advertising, Social Media Marketing
Education
UCSB 1986 — 1990
Bachelor's degree, Sociology
Bloomer's Floral & Design January 2012 - Present
Balance Financial Management February 2012 - November 2013
The Private Client Reserve of US Bank January 2011 - February 2012
American Riviera Bank February 2008 - December 2010
Community West Bank June 2005 - March 2008
Computer Associates (CA) - XECA September 2000 - June 2005
Skills
Financial Reporting, Wealth Management, Office Management, Customer Service, Loans, Accounts Payable, QuickBooks, Management
Education
Santa Barbara City College 1998 — 2000
Meadows Bank April 2012 - Present
Community West Bank August 2008 - February 2012
Lehman Brothers November 2005 - July 2008
Zion's Bank May 1997 - November 2005
First National Bank of Layton 1997 - 1999
First National Bank of Layton 1997 - 1999
Skills
Sourcing, Loans, Refinance, Investment Properties, Commercial Lending, SBA 7a, SBA, Real Estate, Loan Origination, Mortgage Lending, Construction Loans, Credit, Small Business Lending, Financial Analysis, Finance, Banking, Commercial Real Estate, Commercial Mortgages, Credit Risk, Funding, Lines Of Credit, Due Diligence, Financial Structuring, Relationship Management, Underwriting, Cash Flow Lending, Business Development, Small Business, Real Estate Financing, Mortgage Banking, Real Estate Economics, Commercial Banking, Commercial Finance, Property, Business Acquisition, Asset Based Lending
Education
Brigham Young University
B.S., Physical Therapy, Minor Business
Foothill High School
Community West Bank August 2012 - Present
NYC Youth Drama Club September 2010 - June 2011
Little Apple Preschool September 2010 - June 2011
Utah Valley University September 2003 - December 2003
University of Utah May 2002 - December 2003
Education
Brigham Young University
Bachelor of Arts, Humanities/Humanistic Studies
Brigham Young University
Master's degree, International and Area Studies
UCLA PresidentBruin Sports AnalyticsOctober 2014 - Present
Community West Bank June 2014 - Present
La Cumbre Country Club July 2012 - September 2013
Skills
Microsoft Office, PowerPoint, Social Media, Sports, Microsoft Word, Public Speaking, Customer Service, Teamwork, Facebook, Photoshop, Sports Management, Fundraising, Social Networking, Time Management, Teaching, Microsoft Excel, Financial Analysis, Leadership
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (BA), Business Economics
San Marcos High School 2009 — 2013
Community West Bank August 2015 - Present
Wells Fargo May 2012 - August 2015
Charter Communications Inc July 2011 - April 2012
Bank of America July 2009 - February 2011
Central Coast Financial May 2008 - June 2009
New Century Mortgage July 2003 - May 2007
Skills
Salesforce.com, CRM, Sales Operations, Sales, Marketing Strategy, Management, Strategic Planning, Banking, Loans, Cold Calling, Account Management, Direct Sales, Sales Management, Customer Retention, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors, Finance, 3.0
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors, Business Administration, 3.0
Dilbeck Real Estate January 2014 - Present
Western Asset Management January 2007 - Present
Community West Bank May 2005 - December 2006
Washington Mutual January 2004 - February 2005
Skills
Cash Management, Cash Flow Forecasting, Cash-flow Management, Global Cash Management, Repuchase Agreements, Highly detail oriented, Multi Tasking, Highly Organized &..., Self-starter, Valuation, Asset Management, Fixed Income, Asset Allocation, Bonds
Education
California State University-Los Angeles 2010 — 2012
Master of Business Administration (M.B.A.), Management
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts (B.A.), Business Economics and Communication
Montecito Bank & Trust May 2008 - Present
Community West Bank February 2000 - March 2008
Great Western Bank 1997 - 1999
Skills
Microsoft Excel, Public Speaking, Outlook, Access, Data Entry, Event Management, Leadership Development, Loans, Social Media
Education
Santa Barbara Business College
Associate's degree, Accounting
TMC Financing July 2005 - Present
Community West Bank January 2003 - May 2005
Placer Sierra Bank April 2001 - December 2002
Education
California State University-Sacramento
BA, Communications
American River College
AA, Business/Real Estate
Brigham Young University - Hawaii
Skyline College
AA, Accounting
Acceptance Financial & Insurance Services May 2015 - Present
AXA Advisors July 2014 - Present
Lions Clubs International 2014 - 2015
Lions Clubs International 2014 - 2015
Kiran Analytics, Inc. June 2009 - July 2014
Community West Bank September 2005 - April 2009
Rabobank, N.A. March 2003 - September 2005
National Bank of Arizona fka Frontier State Bank June 2001 - December 2002
Rabobank, N.A. fka Mid State Bank & Trust December 1998 - June 2001
Wells Fargo Bank June 1996 - December 1998
Skills
Management, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Leadership, Underwriting, Consumer Lending, Credit Risk, Sales Management, Financial Structuring, Private Banking, Small Business, New Business Development, Account Management, Cash Flow Lending, Credit Analysis, Special Asset Management, Branch Banking, Regional Managers, Mentoring, Supervising, Coaching Staff, Sales Process, Real Estate Finance, Accounts Receivable, Collections, Outlook, Credit Review, Client Relationship..., Relationship Marketing, Relationship Development, Business Relationship..., Credit Portfolio..., Credit Scoring, Banking Operations, Performance Consulting, Management Consulting, Loan Structuring, Commercial Credit, Community Banking, Bank Management, Insurance Planning, Insurance Strategies, Banking, Finance, Loans
Education
University of Phoenix 1989 — 1991
Bachelor of Science Business Administration, Finance Major, 3.59
Northern Arizona University 1986 — 1989
Finance
Yavapai College 1984 — 1984
Business
American Bankers Association 1974 — 1978
Banking
Glendale Community College 1974 — 1974
Business
Pierce College 1970 — 1970
Business
Life Pacific College 1967 — 1969
Religious Studies
Pacific Western Bank April 2014 - Present
Pacific Western Bank (formerly CapitalSource Bank) February 2009 - April 2014
Pacific Western Bank (formerly Affinity Bank) November 2007 - February 2009
Community West Bank September 2006 - November 2007
Citi January 2005 - September 2006
Chase (formerly Washington Mutual Bank) August 2002 - December 2004
Skills
Management, Finance, Leadership, Process Improvement, Leadership Development, Training, Auditing, Banking, Team Building, Customer Service, Commercial Banking, Time Management, Retail Banking, Risk Management, Accounting, Branch Management, Operations Management, Coaching, Microsoft Word, Microsoft Office, Cash Management, Project Management, Retail, Sales, Financial Services, Relationship Management, Cross Selling, Team Leadership, Branch Banking, Mentoring
Education
Pathway
Pathway Matriculation track to attend the BYU-Idaho Online Degree Program
Landmark Education 2012 — 2013
Landmark Graduate
Oak Park High School 1999 — 2003
High School Diploma
Gsolutionz Inc. July 2015 - Present
Gsolutionz November 2013 - Present
Word of Life Church 2015 - 2015
Gsolutionz March 2005 - November 2013
Community West Bank January 2003 - March 2005
Skills
Accounting, Loans, Financial Analysis, Sarbanes-Oxley Act, Budgets, Financial Reporting, Customer Service, Public Speaking, Cash Management, Financial Modeling, Leadership, Strategic Planning, Finance, GAAP, Accounts Receivable, US GAAP, Analysis, Shared Service Center, Balance, Management, Cash Flow, Process Improvement, Cost Accounting, Accounts Payable, Financial Accounting, QuickBooks, Nonprofits, Bank Reconciliation, Payroll, Forecasting, Strategy, Corporate Finance, Microsoft Excel, Managerial Finance, Financial Planning, Business Strategy, Microsoft CRM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Concentration: Finance
University of California, Berkeley 1997 — 2002
Bachelor of Arts (BA), Development Studies
Community West Bank August 2015 - Present
The Trade Desk, Inc. June 2014 - April 2015
MassMutual Financial Group January 2014 - March 2014
Tropicana Student Living January 2013 - December 2013
Silvergreens Restaurant November 2011 - December 2012
YMCA June 2009 - September 2011
Skills
Analysis, Finance, Microsoft Excel, Wealth Management, Strategic Financial..., Financial Analysis, Mutual Funds, Fixed Annuities, Financial Planning, Customer Service, Business Strategy, Retirement Planning, Microsoft Word, MS Excel Pivot Tables, PowerPoint, Time Management, Client Billing, Microsoft Office, Life Insurance, Billing Process, Team Building, Business Analysis
Education
University of California, Santa Barbara 2010 — 2013
Bachelor of Arts (BA), Economics, 3.4
Newbury Park High School 2006 — 2010
High School, 3.9 GPA
Self-employed April 2013 - Present
Rudy's Mexican Restaurant May 2012 - Present
Community West Bank March 2012 - April 2013
Pleasant Holidays June 2005 - November 2011
Bank of America April 2004 - May 2005
Skills
Litigation Support, Web Development, Management, Accounting, Marketing, Sales, Business Development, Operations Management
Education
California Lutheran University 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations, Magna Cum Laude in upper-division coursework
Community West Bank May 2015 - Present
Heritage Oaks Bank (Merged with Mission Community Bank 2/28/2014) March 2014 - May 2015
Mission Community Bank March 2012 - February 2014
Heritage Oaks Bank April 2009 - March 2012
American Perspective Bank May 2007 - April 2009
Skills
Loans, Commercial Banking, Commercial Lending, Credit, Banking, Portfolio Management, Credit Risk, Retail Banking, Mortgage Banking, Cash Management, Lines Of Credit, Financial Analysis, Commercial Mortgages, Finance
Education
Graduate School of Banking @ Madison, WI 2000 — 2002
Banking
Cal Poly San Luis Obispo 1985 — 1988
Bachelor's degree, Agricultural Business and Management
Ventura County Credit Union May 2015 - Present
Community West Bank January 2013 - March 2015
Ventura County Contractors Association 2010 - 2015
Community West Bank July 2012 - December 2012
Rabobank January 2007 - July 2012
Mid-State Bank & Trust January 2006 - December 2006
Encino State Bank August 2002 - April 2004
First Western Bank December 1999 - August 2002
Santa Monica Bank August 1997 - December 1999
Union Bank April 1992 - August 1997
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Retail Banking, Credit Risk, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Asset Based Lending, SBA, Mortgage Lending, Leadership, Finance, Investments, Financial Institutions, Cash Flow Lending, Financial Structuring, Strategic Financial..., Executive Management, Deposits, Cross Selling, Wealth Management, Financial Modeling, Relationship Management, Real Estate, Loan Origination, Mortgage Banking, Commercial Real Estate, Internet Banking, Mergers & Acquisitions, Payments, Cash Management, Treasury Management, Financial Risk, Branch Management, Middle Market, Change Management, Trade Finance, Risk Management, Portfolio Management, Small Business, Private Banking, Underwriting, Financial Analysis, Branch Banking, Securities
Education
University of Washington 2007 — 2009
Graduate of Pacific Coast Banking School
Los Angeles Pierce College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Yes I Do! (Santa Barbara) May 2012 - Present
Community West Bank March 2001 - Present
Skills
Event Planning
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Cen Cal Business Finance Group April 2014 - Present
Community West Bank July 2012 - March 2014
Wells Fargo August 2007 - July 2012
Skills
SBA 504, SBA, Commercial Real Estate, Banking, Real Estate Lending, Loans, Credit Analysis, Commercial Banking, Financial Analysis, Real Estate Financing, Loan Origination, Underwriting, Real Estate, Portfolio Management, Credit, Commercial Lending, Small Business Lending, Finance
Education
California State University, Fresno 1984 — 1987
BS, Business Administration, Business Law, 3.2
College of the Sequoias, Visalia, CA 1982 — 1984
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.50
US Federal Government June 2010 - Present
Arlington Public Schools (and other programs) January 2013 - September 2015
UCSB Department of Geography April 2010 - December 2010
Community West Bank September 2009 - April 2010
Santa Barbara County May 2007 - September 2009
Maps.com May 2007 - January 2009
City of Santa Cruz May 2003 - September 2006
Skills
National Security, ArcGIS, Spatial Analysis, Physical Geography, Hydrology, Water Resources, International Relations, Human Geography, Data Analysis, Quantitative Research, Qualitative Research, Google Earth, Environmental Science, Program Management
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science (B.S.), Physical Geography
Northeast Bank August 2015 - Present
CertusBank August 2014 - August 2015
American Street Capital, LLC April 2014 - August 2014
TD Bank June 2011 - March 2014
Cheviot Savings Bank April 2010 - June 2011
Community West Bank June 2007 - March 2009
BLX, Inc. April 2006 - June 2007
Key Bank March 2005 - April 2006
The Alleen Company June 1999 - February 2005
Huntington Bank 1998 - 1999
Skills
Loans, Investments, Credit, SBA, Leadership, Commercial Lending, Commercial Banking, Event Planning, Banking, Underwriting, Commercial Real Estate, Management, Lines Of Credit, Small Business
Education
Bethany College 1974 — 1977
BA, Public Relations, Marketing and Mass Communications
Cochran Investment Company June 2015 - Present
Bernie Merry January 2008 - Present
Community West Bank June 2001 - July 2007
Goleta National Bank January 1998 - June 2001
Skills
Commercial Lending, Loans
Education
Fullerton College 1965 — 1968
Bank of America July 2012 - Present
Bank of America April 2004 - July 2012
NextgenID August 2003 - April 2004
Bank of America November 2000 - August 2003
Genealogy.com November 1999 - October 2000
Community West Bank September 1998 - October 1999
San Francisco Giants March 1998 - September 1998
Wells Fargo February 1995 - October 1997
TMC Development June 1994 - January 1995
Tracy Federal Bank March 1992 - June 1994
Skills
Vendor Management, Business Analysis, Software Documentation, Banking, Active Directory, Windows Server, Microsoft Office, Troubleshooting, Software Deployment, Server Admin, VMware, Remote Desktop, Windows XP Pro, Technical Support, System Deployment, Business Continuity, Incident Management, VPN, Networking, Servers, System Administration, Operating Systems, Microsoft Exchange
Education
San Francisco State University, College of Business 1994 — 1998
MBA Coursework (42 semester units)
University of Southern California - Marshall School of Business 1987 — 1991
Bachelor of Science (BS), Business Administration
St. Ignatius College Preparatory 1983 — 1987
Ridgestone Bank July 2014 - Present
Community West Bank February 2013 - April 2014
TELACU Community Capital June 2007 - January 2013
California Bank & Trust 2001 - 2002
Skills
Underwriting, Funding, Small Business Lending, Commercial Lending, Due Diligence, Credit, Small Business, Real Estate, Commercial Mortgages, Commercial Banking, Real Estate Financing, Financial Analysis, Banking, Portfolio Management, Asset Managment, Business Planning, Lines Of Credit
Education
Columbia University in the City of New York
BA, Political Science
Community West Bank April 1999 - Present
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2003
Community West Bank September 1996 - December 2007
Skills
Banking, Commercial Lending, Credit, Credit Risk, Credit Analysis, Underwriting, Financial Analysis, Small Business Lending, Portfolio Management
Education
University of Southern California 1969 — 1970
MA, Economics
Loyola Marymount University 1967 — 1969
BS, Economics
LaSalle H.S.
The Affinity Advisory Group, LLC September 2011 - Present
First California Bank 2008 - 2011
Community West Bank 2005 - 2008
Union Bank of California 2004 - 2005
Union Bank of California 2003 - 2004
First Community Bank 1999 - 2003
SOUTHTRUST BANK 1996 - 1999
Cape Cod Bank & Trust 1971 - 1995
Skills
Strategic Leadership, Results Oriented, Team Motivator, Commercial Lending, Small Business Lending, Credit, Banking, Loans, Mortgage, Customer Service, Team Building, Commercial Banking, Credit Analysis, Consumer Lending, Underwriting, Credit Risk, Portfolio Management, Mergers, Financial Analysis, Retail Banking, Customer Relations, New Business Development, Strategic Planning, Negotiation, Sales Management, Real Estate, Lines Of Credit, Coaching, Mergers & Acquisitions, Mortgage Lending, Goal Oriented, Investments, Business Development, Commercial Mortgages, Loan Origination, Asset Based Lending, Risk Management, Treasury Management, Private Banking, Asset Management, SBA, Financial Institutions, Cash Management, Cross Selling, Construction Loans, Deposits, Relationship Management, Financial Services, Finance, Mortgage Banking
Education
Bryant University
BS, Management
Cohen Brown Sales Program Graduate and Administrator
Hingham high school
National Commercial Lending Graduate School
Risk Management Association Loan Officers Resident Seminar
Williams College School of Banking
Broadway Federal Bank April 2014 - Present
Community West Bank August 2012 - March 2014
Hanmi Bank March 2011 - June 2012
Wilshire State Bank May 2009 - September 2010
WaMu November 2000 - August 2008
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
U.S. Bank May 2012 - Present
Community West Bank May 2010 - May 2012
Community West Bank November 2009 - March 2010
Comerica Bank August 2007 - March 2009
Comerica Bank December 2005 - August 2007
Comerica Bank January 2002 - December 2005
Skills
Loans, Credit, Underwriting, Construction Loans, Financial Risk, Business Development, New Business Development, Opportunity..., Credit Risk, Commercial Lending, Finance, Financial Analysis, Investments, Portfolio Management, Banking, Commercial Banking
Education
Michigan State University 1997 — 2001
Bachelor of Arts (B.A.), Marketing
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
Community West Bank August 2014 - Present
Rabobank April 2013 - July 2014
Export-Import Bank of the United States August 2009 - February 2013
UBS July 2004 - May 2008
Credit Suisse August 2000 - March 2004
Skills
Credit Analysis, Financial Modeling, Corporate Finance, Business Valuation, Structured Finance, Lease Financing, Underwriting, Portfolio Management, Leveraged Lending, Leveraged Finance, Export Finance, Aircraft Finance, Aircraft Leasing, Fixed Income, Bloomberg, Credit, Financial Analysis, Capital Markets
Education
University of Michigan 1997 — 1999
MPP, Public Policy
Swarthmore College 1993 — 1997
BA, Asian Studies
Landon
Community West Bank March 2015 - Present
Community West Bank October 2006 - March 2015
Chergey Insurance August 2004 - September 2006
Washington Mutual 2002 - 2004
Skills
New Business Development, Customer Service, Banking, Small Business, Credit, Mortgage Lending, Loans, Real Estate, Team Building, Risk Management, Commercial Banking, Retail Banking, Insurance, Commercial Lending, Management, Sales, Marketing
Education
California State University-Northridge 2001 — 2004
BA, Liberal Arts
California State University, Fresno 2000 — 2001
Civil Engineering
Affinity Federal Credit Union June 2010 - Present
Community West Bank November 2007 - March 2009
Unity Bank July 2004 - February 2007
Siemens Medical Solutions October 2000 - June 2004
CIT Group 1993 - 2000
Skills
Credit, Loans, Credit Risk, Credit Analysis, Finance, Small Business Lending
Education
Fairleigh Dickinson University
MBA, International Business
Wells College 1982 — 1986
BA, Russian
Paterson Catholic 1979 — 1982
HS
BankUnited Small Business Finance January 2010 - Present
Community West Bank April 1999 - March 2009
Security State Bank 1998 - 1999
Skills
SBA, Commercial Lending, Commercial Banking, Loans, Banking, Financial Analysis, Credit Analysis, Credit, Underwriting, Small Business Lending, Microsoft Excel, Analysis, Portfolio Management, Loan Servicing, Loan Origination, Commercial Mortgages
Education
Kennesaw State University 1998 — 2003
Bachelors, Business Administration
OmniUpdate, Inc 2009 - Present
Citrix Online January 2008 - January 2009
Community West Bank December 2005 - January 2008
Skills
HTML, Customer Service, Microsoft SQL Server, SQL, SaaS
Education
University of California, Santa Barbara 1994 — 1998
BA, Art Studio/Graphic Design
American Riviera Bank (arbv) July 2007 - Present
community west bank February 2007 - June 2007
montecito bank & trust January 1999 - February 2007
Bank of america 1994 - 1999
Skills
Banking, Commercial Lending, Commercial Banking
Education
Santa Barbara City College 1993 — 1998
American Riviera Bank (arbv) May 2015 - Present
Heritage Oaks Bank February 2012 - April 2015
Community West Bank July 1989 - February 2012
Skills
Real Estate, Entrepreneurship, Commercial Lending, Commercial Real Estate, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Credit, Finance, Financial Analysis, Banking, Mortgage Lending, Underwriting, Credit Risk
Education
University of California, Santa Barbara 1983 — 1985
BA, Business Economics
Santa Barbara City College 1980 — 1983
Associate of Arts (A.A.), Economics
CertusBank June 2013 - Present
TD Bank Group October 2009 - May 2013
Community West Bank December 2006 - October 2009
CIT Small Business Lending March 2005 - November 2006
Bank of America 1997 - 2005
Wells Fargo 1989 - 1994
Education
Rochester Institute of Technology
Bachelor's Degree, Business Administration
First State Bank April 2012 - Present
Community South Bank April 2009 - March 2012
Community West Bank December 2000 - March 2009
Skills
Small Business Lending, SBA, Small Business, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Mortgage Lending, Banking, Underwriting, Commercial Mortgages, Portfolio Management
Education
Weatherhead School of Management at Case Western Reserve University 1979 — 1981
MBA, Marketing
The University of Akron 1975 — 1977
BSBA, Marketing
Valparaiso University 1973 — 1975
BA, Psychology
Mizrahi-Tefahot Bank January 2010 - February 2011
The Bank of New York Mellon September 2009 - December 2009
Community West Bank May 2002 - May 2009
JM Consulting Group October 1999 - February 2002
Select Staffing August 1995 - October 1999
Cappello & McCann LLP August 1997 - March 1998
Education
Fundação Getulio Vargas 2005 — 2007
M.S, International Management
University of California, Santa Barbara 1992 — 1995
B.A., Business Economics and Accounting
Pacific Western Bank May 2012 - Present
Community West Bank 2005 - January 2012
California Coastal Rural Development Corporation 1993 - 2005
Montecito Bank and Trust 1987 - 1993
Skills
Lending Oversight and..., Government Loan Programs, Community Economic..., Business Education, Small Business Lending, Commercial Real Estate, C & I Loans, Strategic Planning
Education
Drake University
Master of Business Administration (MBA)
UCLA
Bachelor's degree, Economics and History
Caliber Funding September 2012 - Present
Wells Fargo 2008 - 2012
Community West Bank February 1996 - January 2004
Skills
Loans, Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Refinance, FHA financing, Credit, Residential Mortgages, VA Loans, First Time Home Buyers, FHA Financing, Investment Properties, Short Sales, REO, Foreclosures, Single Family Homes, Real Estate, Referrals, Condos, Relocation, Residential Homes, Real Estate Transactions
Education
University of California, Santa Barbara
BS
College of the Redwoods
Florida Capital Bank February 2014 - Present
Black Business Investment Fund January 2013 - 2015
Fidelity Bank of Florida March 2012 - January 2014
GulfCoast Business Finance June 2009 - March 2012
Risk Management Association/ Orlando 2008 - 2010
Community West Bank 2005 - June 2008
Bank of America 2001 - 2004
Charles E Simon & Co. 1985 - 1996
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, SBA, Finance, Banking, Portfolio Management, Loan Origination, Commercial Mortgages, Real Estate, Commercial Real Estate, Commercial Banking, Mortgage Lending, Investment Properties, Investments, Research, Real Estate Financing, Refinance, Credit, Financial Analysis, Funding, Financial Services, Underwriting, Credit Risk, Small Business, Mergers, Lending, Mergers & Acquisitions
Education
The American University - WaDC 1990 — 1992
Master of Business Administration (MBA), Real Estate & Urban Development
The Catholic University of America 1981 — 1985
Bachelor of Arts (B.A.), Finance and Financial Management
Community West Bank August 2004 - Present
GOLETA NATIONAL BANK/COMMUNITY WEST BANK August 2004 - Present
DuPont Displays April 2001 - August 2004
FedEx July 1991 - April 2001
Skills
CCNA Certification, Servers, Active Directory, Windows Server, Microsoft Exchange, Firewalls, Disaster Recovery, Routers, Virtualization, CCNA, Switches, Microsoft SQL Server, Integration, IIS, Networking, Hardware, Hyper-V, SharePoint, System Deployment, Technical Support, Software Installation, Microsoft Technologies, LAN-WAN, Enterprise Software, Vendor Management, Windows, Data Center, Information Technology, Security, Leadership, Group Policy, Project Management, DNS, DHCP, Microsoft Certified..., VPN, Server Administration, SAN, WSUS, Network Administration, SonicWALL, Cisco Routers
Education
Pacific Coast Banking School 2014 — 2016
Banking
University of Washington
Pacific Coast Banking School, Banking, Corporate, Finance, and Securities Law
Cisco Certified Network Associate
CCNA
Microsoft Certified Systems Engineer 1999 — 2000
Microsoft
Gratz College 2011 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
ITT - Buena Park 1989 — 1991
Associates of Applied Science, Electronics Engineering Technology
East West Bank 2009 - Present
United Commercial Bank 2009 - 2009
Community West Bank 2004 - 2009
Allstate Insurance 1988 - 2004
Skills
Credit Analysis, Underwriting, Banking, Loans
Education
University of California, Berkeley
California Republic Bank October 2014 - Present
San Diego County Credit Union April 2013 - October 2014
PacTrust Bank June 2012 - March 2013
Santa Barbara Bank & Trust January 2008 - May 2012
Community West Bank May 2005 - January 2008
Skills
Financial Reporting, Accounting, General Ledger, Financial Analysis, Banking, Excel, PowerPoint, Word, PeopleSoft, US GAAP, 10K, 10Q, FFIEC, Financial Accounting, Annual Reports, SEC reporting, SOX, Account Reconciliation, Accounting Research, XBRL, Board Reporting, Sarbanes-Oxley Act, SEC filings, SEC Filings, Microsoft Word, Mergers, Internal Controls, GAAP, Financial Statements, Finance
Education
University of California, Los Angeles 2003 — 2005
BA, Economics
Community West Bank July 2011 - Present
Corfino, Inc. January 2009 - June 2011
Pacific State Bank January 1987 - December 2008
Bank of America; BAInvestment Management Company January 1980 - January 1987
American Red Cross, San Joaquin County Chapter March 1977 - December 1979
Skills
Asset Based Lending, Mortgage Lending, Lines Of Credit, Consumer Lending, Retail Banking, SBA, Financial Risk, Branch Banking, Loan Origination, Private Banking, Wealth Management, Financial Institutions, Refinance, Investments, Loan Servicing
Education
University of Washington, Pacific Coast Banking School 1990 — 1993
Post Graduate, Banking
Unversity of California 1985 — 1986
Personal Financial Planning; PFP, Financial Planning
San Jose State University 1973 — 1976
BS Finance and Management, Business
Community West Bank November 2011 - Present
Temecula Valley Bank December 2008 - July 2009
Temecula Valley Bank July 2005 - December 2008
Valley Independent Bank / Rabobank April 1986 - December 2004
Skills
Credit, Retail Banking, Business Development, Consumer Lending, Customer Service, Risk Management, Strategic Planning, Budgets, Loans, Commercial Lending, Small Business Lending, Remote Deposit Capture, Credit Analysis, Marketing, Banking, Commercial Banking, Commercial Mortgages, Credit Risk, Lines Of Credit
Education
University of Delaware 1990 — 1992
Stonier Graduate School of Banking
California State Polytechnic University-Pomona 1978 — 1981
B.S., Ag Business Management
Mission Community Bank October 2008 - Present
Community West Bank June 2005 - October 2008
Skills
Baker Hill, Microsoft Excel, Microsoft Word
Education
Michigan State University
Bachelor of Science (BS), Political Sci/Econ
Community West Bank 2012 - Present
Community West Bank 2012 - 2013
Wells Fargo Bank 2007 - 2012
Skills
Commercial Mortgages, USDA, SBA, Loans, Refinance, SBA 504, Small Business Lending, Lines Of Credit, Credit Analysis, Real Estate, Commercial Lending, Commercial Banking, Credit
Education
CSU Fresno 1984 — 1987
Bachelor of Science, Business Administration
College of the Sequoias 1982 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
The Bank of Santa Barbara March 2012 - Present
Community West Bank August 2009 - March 2012
Pacific Capital Bancorp March 2008 - May 2009
Business First National Bank October 2004 - June 2007
Pacific Capital Bancorp April 2003 - October 2004
Skills
Possess strong..., Problem Solving, Creative Problem Solving, Empathy, Positive Team Player, Positive Personality
Education
Santa Barbara Business College-Ventura 2011 — 2013
Associate's degree, Business Administraton, 3.8 GPA
Community West Bank March 2001 - Present
Skills
Banking, Financial Risk, Risk Management, Credit Risk, Loans, Credit, Retail Banking, Commercial Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Financial Analysis
Education
University of California, Santa Barbara
TD Bank April 2011 - Present
Community West Bank November 1997 - March 2009
Skills
Banking, Financial Analysis, Loans, Credit Analysis, Risk Management, Credit Risk, Retail Banking, Portfolio Management, Commercial Banking, Finance
Education
Gulf Coast State College
Community West Bank
Skills
Customer Service..., Office Administration, Loans, Compliance
Education
Santa Barbara City College