First Interstate Bank of Oregon
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First Interstate Bank of Oregon Employees
Express Employment Professionals June 2014 - Present
Pacific University March 2013 - April 2014
Self-Employed January 1995 - March 2013
First Interstate Bank of Oregon January 1982 - January 1991
Skills
Proofreading, Copy Editing, Copywriting, Storytelling, Publications, Web Content, Rewriting, Feature Articles, Editing, Ghostwriting, Freelance Writing, Editorial, AP Style, Grammar, Creative Writing, Fact-checking, Non-fiction, Journalism, Text Editing, Customer Service, Public Speaking, Interviews
Education
Portland Community College 1980 — 1988
Bucher School of Escrow 1980 — 1981
Graduate
Holland Partner Group April 2013 - Present
Job Seeker March 2012 - April 2013
Sterling Bank January 2005 - March 2012
Bank of America March 1998 - December 2004
First Interstate Bank of Oregon January 1995 - June 1996
US Bank of Oregon September 1993 - January 1995
Topa Savings Bank January 1988 - February 1993
Skills
Commercial Real Estate..., Commercial Real Estate..., Relationship..., CRE Loan Admin Manager, CRE Loan Servicing..., Development Finance, Commmunity Development..., Commercial Real Estate, CRE loan Administration, Loans, Finance, Loan Origination, Commercial Construction, Project Coordination, Budget Analysis, Construction, Budgets, Underwriting, Construction Loans, Real Estate
Education
Pasadena City College
Katchy Design June 1985 - Present
Good Shepherd Community Hospital August 1997 - September 1999
First Interstate Bank of Oregon January 1981 - August 1997
Skills
Public Speaking, Creative Crafts - Sewing, Equine Training, Data Entry, Accounting, Program Management, Customer Service, Microsoft Office, Public Relations, Event Planning, Insurance, Finance, Accounts Payable, Small Business, Business Planning
Education
Mt. Hood Community College 1980 — 1981
Associate's degree, accounting
Stanfield HIgh School
US Bank Private Client Reserve April 1999 - Present
US Bank Private Asset Management March 1994 - April 1999
BCM Management April 1992 - April 1994
First Interstate Bank of Oregon April 1984 - April 1992
Skills
Portfolio Management, Mutual Funds, Investments, Accounting, Asset Management, Finance, Asset Managment, Strategic Planning, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Relationship Management, Leadership, Equities, Securities, Management
Education
Portland State University 1994 — 1997
MBA, Business Administration and Management, General
University of Oregon - Charles H. Lundquist College of Business
BS, Business Administration and Management, General
UAMC, dba Eagle Home Mortgage LLC January 2012 - Present
Eagle Home Mortgage 2012 - 2015
Eagle Home Mortgage 2012 - 2015
Eagle Home Mortgage September 2003 - January 2012
Portland Mortgage Company May 1995 - September 2003
Phoenix Mortgage February 1992 - April 1995
First Interstate Bank of Oregon 1989 - 1992
Far West Federal Bank 1982 - 1989
Oregon Trail Savings & Loan 1976 - 1982
Skills
Mortgage Lending, FHA, Commercial Lending, Construction Loans, Underwriting, Insurance, Loans, Loan Origination, Credit, Mortgage Banking, Credit Analysis, VA loans, Refinance, Loan Servicing, USDA, Referrals, Residential Mortgages, Government Loans, Reverse Mortgages, Certified Mortgage..., FHA financing, Home Equity Loans, Real Estate Financing, Mortgage Marketing, Mortgage Underwriting, FHA Financing, VA Loans
Education
Mt. Hood Community College 1974 — 1975
Business
Compass Investment Advisers LLC June 2004 - Present
Western Pacific Investment Advisers January 1998 - February 2003
Charles Schwab January 1994 - January 1998
First Interstate Bank of Oregon 1990 - 1993
Merrill Lynch 1982 - 1989
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Private Equity, Equities, Mutual Funds, Financial Analysis, Valuation, Marketing, Securities, Fixed Income
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
B.S., Finance
The Furniture Doctors, LLC Co-Owner with husband, Gerry AltmanGerry's Custom Refinishing - Portland, Oregon1991 - 2010
First Interstate Bank of Oregon 1975 - 1991
Skills
Furniture, Small Business, Sales, Entrepreneurship, Customer Service, Sales Management, Marketing, Antique Furniture, Selling, Marketing Strategy, B2B, Social Media Marketing, New Business Development, Account Management, Coaching, Management
Education
Portland State University 1969 — 1973
Bank of America June 2009 - August 2015
Fannie Mae May 2002 - September 2007
Fannie Mae - Oregon Partnership Office February 1996 - May 2002
First Interstate Bank of Oregon August 1989 - January 1996
Skills
Strategy, Management, Leadership, Project Management, Change Management, Affordable Housing, Mortgage Banking, Credit, Mortgage Lending, Program Management, Financial Services
Education
Eastern Washington University 1981 — 1984
MBA Candidate, Business Administration - Organizational Development, 3.6 GPA
Eastern Washington University 1978 — 1981
BA, Management Information Systems
Gorham Savings Bank July 2007 - January 2014
clark consulting 2006 - 2007
Bremer Financial Services April 1996 - April 2004
American Bank and Trust February 1992 - April 1996
Pacific First Federal in Seattle January 1990 - January 1992
First Interstate Bank of Oregon January 1986 - January 1990
Skills
Non-profits, Public Speaking, Banking, Cash Management, Financial Systems, Business Development, Commercial Banking, ACH, Credit, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Loans, Management, Marketing, Nonprofits, Project Management, Retail Banking, Risk Management, Sales, Small Business Lending, Strategy, Training
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA, Finance, Options
Yale University 1975 — 1980
BS, Mathematics
Phillips Academy, Andover 1972 — 1975
High School
Eaglebrook
H&R Block January 2007 - Present
H&R Block 2001 - 2006
Wells Fargo June 1993 - April 1999
First Interstate Bank Of Oregon 1987 - March 1993
Skills
Tax, Securities, Tax Preparation, Tax Returns, Tax Research, Income Tax, Tax Advisory, Customer Service, Manage Client..., Dependable Team Player, Investments, Cash Flow, Financial Analysis, Accounting
Education
Oregon State University 1973 — 1977
Bachelor of Arts (B.A.), Child Development and Family Life (Human Development)
Portland Community College
Accounting, Principles of Banking
Portland State University
Economics, Stock Market, Basic Programming
Clackamas Community College
Accounting
Nike January 2015 - Present
Nike April 2012 - January 2015
Nike June 2011 - April 2012
Nike August 2010 - June 2011
Nike May 2004 - June 2010
Nike August 2001 - May 2004
Nike October 2000 - July 2001
Nike April 1996 - October 2000
Nike February 1995 - April 1996
First Interstate Bank of Oregon January 1989 - February 1995
Skills
Sportswear, Footwear, Sporting Goods, Shoes, Product Development, Teamwork, Problem Solving, Leather, Planning, Coaching, Team Leadership, Fashion, Apparel, Retail, Project Planning, Athletic Footwear, Textiles, Sourcing, Merchandising, Global Sourcing, Trend, Supply Chain, Tech Packs
Education
Portland Community College 1982 — 1984
Robert J. Semrad & Associates, LLC April 2014 - Present
Coles Supportive Living April 2010 - June 2012
Pamper Yourself Pretty October 2007 - April 2010
Northern Trust Company May 2007 - November 2007
National Futures Association October 1996 - March 2007
First Interstate Bank of Oregon 1984 - 1990
Skills
Microsoft Office, Financial Analysis, Credit, Office Management, Administrative..., Accounts Payable, Accounts Receivable, Customer Service, Microsoft Word, Outlook, Administrative..., Team Building, Management, PowerPoint, Microsoft Excel, Event Planning, Research, Public Speaking
Education
Portland Community College
Scio High School
General
University of Oregon June 2015 - Present
Eugene Sports and Orthopaedic Medicine Center April 2010 - July 2015
The Muddy Puddle, Inc. June 1992 - December 2006
First Interstate Bank of Oregon October 1980 - March 1988
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Team Building, PowerPoint, Sales, Sales Management, Public Speaking, Social Media, New Business Development, Negotiation, Coaching, Outlook, Proofreading, Marketing Communications, Management, Advertising, Photoshop, Fundraising, Social Networking, Event Planning
Education
Azusa Pacific University 1978 — 1980
English, Music
Seattle Bank March 2010 - Present
Umpqua Bank 2006 - 2009
Wells Fargo 1992 - 2006
First Interstate Bank of Oregon June 1988 - July 1992
Skills
Compliance Management, Risk Management, Loans, USA PATRIOT Act, Bank Secrecy Act, OFAC, Banking, AML, Retail Banking, Auditing, Credit, Operational Risk..., Commercial Lending, Commercial Banking, Fraud, Operational Risk, Financial Services, Internal Audit, Financial Risk, Mortgage Lending, KYC, Enterprise Risk..., Credit Risk, Consumer Lending, Due Diligence, Policy, Mortgage Banking, Credit Cards, Underwriting, Financial Institutions, Risk Assessment
Education
ABA National Compliance School 1994 — 1994
Bank Administration Institute - School for Bank Administration 1988 — 1990
High Honors, Audit Management
Linfield College 1971 — 1975
Bachelor of Arts, History
Certified Regulatory Compliance Manager
US Trust, Bank of America Private Wealth Management January 1998 - Present
Wells Fargo March 1996 - December 1997
First Interstate Bank of Oregon October 1988 - March 1996
James Maletis, PC; Furrer & Scott October 1980 - October 1988
Skills
Estate Planning, Trusts, Wealth Management, High Net Worth..., Fiduciary, Estate Tax Planning, Asset Protection, Wills, Estate Law, Tax, Asset Allocation, Retirement, Asset Management, Investment Management, Wealth, Management, Private Banking
Education
ABA National Graduate Trust School 1991 — 1993
Diploma, Trusts, Estates, Investments, Personal Finance, Graduated with Honors
University of Oregon School of Law 1977 — 1980
JD, Law
University of Puget Sound 1973 — 1977
BA, Urban Studies & Economics
Pasadena Tournament of Roses May 1991 - Present
La Canada Council PTA 2008 - 2014
La Cañada Elementary PTA, Inc. July 2001 - June 2013
National Charity League, Inc., Glendale Chapter April 2007 - May 2013
Etcetera (Carlisle Etcetera, LLC) April 2011 - December 2012
First Interstate Bank 1993 - 1996
National Sleep Foundation 1992 - 1993
First Interstate Bank of California 1987 - 1992
First Interstate Bank of Oregon 1984 - 1987
Skills
Event Planning, Budgeting, Fundraising, Event Management, Marketing Communications, Team Building, Public Speaking, Strategic Planning, Customer Service, Direct Sales, Public Relations, Sales Management, Negotiation, Customer Relations, Non-profits, Social Media, Leadership Development, Special Events, Social Networking, Writing, Community Relations, Interviewing, Problem Solving, Microsoft Office, Coaching, Budget Management, Online Marketing, PowerPoint, Word, Press Releases, Team Leadership, Budgets, Microsoft Word, Nonprofits, Marketing, Management, Recruiting, Volunteer Management, Sales, Strategy, Strategic Partnerships, Program Management, Social Media Marketing, Human Resources, Employee Training, Newsletters, Contract Negotiation, Advertising, Entrepreneurship, Marketing Strategy
Education
University of Southern California 1980 — 1984
BS, Business Administration, Finance
Cambridge University 1982 — 1982
Certificate, International Studies
San Marino High School