H&R Block Bank
Founded: 2006 Parent organization: H&R Block
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H&R Block Bank Employees
Fiserv January 2011 - Present
IRS - Washington, DC January 2009 - November 2010
Bellevue Capital December 2007 - January 2009
Greater Kansas City Community Foundation January 2006 - January 2009
Great Plains Energy 2000 - 2008
H&R Block, Inc. September 1998 - December 2007
H&R Block Bank 2006 - 2007
RSM McGladrey Inc. 2000 - 2007
H&R Block Financial Advisors 2000 - 2007
Option One Mortgage Corporation 1998 - 2007
Education
Drake University 1999 — 2000
BS, Finance and Accounting
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance/Economics
H&R Block Bank June 2013 - Present
H&R Block Bank May 2012 - June 2013
H&R Block September 2008 - May 2012
American Funds June 2005 - June 2008
Skills
Portfolio Management, Investments, Banking, IRAs, Microsoft Office, Retirement Planning, Outlook, Budgets, Customer Service, Strategic Planning, Financial Analysis, Microsoft Excel, Process Improvement, Accounting, Team Building, Training, Coaching, Analysis, Business Analysis, Sales, Risk Management, Forecasting, Account Management, Leadership, Finance, Insurance, Management
Education
Azusa Pacific University 2001 — 2005
Bachelor of Arts, Sociology
H&R Block September 2015 - Present
H&R Block August 2013 - August 2015
H&R Block May 2012 - August 2015
H&R Block March 2012 - May 2012
GE Capital December 2010 - March 2012
H&R Block Bank 2005 - December 2010
Office of the Comptroller of the Currency June 1985 - January 2005
Skills
Enterprise Risk..., AML, Governance, Operational Risk..., Financial Risk, Risk Management, Credit Risk, Banking, Credit, Financial Analysis, Credit Analysis, Loans, Portfolio Management, Capital Markets, Internal Controls, Internal Audit, Risk Assessment, Operational Risk, Due Diligence, Financial Regulation, Financial Institutions, Financial Modeling, Bank Secrecy Act
Education
University of Kansas 2000 — 2003
MBA
Texas Tech University 1980 — 1985
BBA, Finance
Point B December 2010 - Present
ebt partners February 2008 - Present
UC Irvine March 2008 - April 2011
Pacific Life August 2008 - December 2010
H&R Block Bank August 2006 - 2008
Option One Mortgage Corp December 2002 - August 2006
Ceira Technologies December 1999 - June 2002
KPMG June 1997 - December 1999
GTE (contract) February 1996 - June 1997
Education
UCLA Anderson School of Management 2003 — 2005
MBA
University of Kansas
Bachelor's Degree
High 5 Games 2014 - Present
H&R Block Bank 2012 - 2014
ClubSoft 2011 - 2012
FullForesome 2010 - 2011
ClubSoft 2005 - 2010
ClubSoft 2001 - 2005
AMI - Executive Search Firm 1998 - 2001
Howe & Company, CPA 1996 - 1997
Skills
ERP Implementations, Agile Project Management, Project Management, Software Project..., Scrum, GAAP, SQL, Financial Reporting, SDLC, Mobile Applications, Team Leadership, Social Media, Sales, Cross-functional Team..., Agile Methodologies, IT Management, Microsoft SQL Server, Enterprise Software, CRM, SaaS, Business Process, E-commerce, Management, Resource Management, Integration, Account Management, Product Development, Business Analysis, Social Networking, Business Process..., Strategic Partnerships, Forecasting, Marketing, Program Management, Database Design, General Ledger, ERP, .NET, Training, Vendor Management, Process Improvement, Requirements Analysis, Mobile Devices, Employee Training, PMP, Testing, Accounting, Visio, Analysis
Education
Kansas State University 1994 — 1995
Masters, Accounting
Kansas State University 1990 — 1994
Bachelors, Accounting
Wells Fargo Advisors February 2013 - Present
Educational and Community Boards October 2003 - 2013
H&R Block Bank October 2003 - July 2012
Generations Bank December 1999 - October 2003
Guaranty Bank & Trust April 1996 - December 1999
Skills
Budget Process, Mergers, Retail, Process Improvement, Customer Service, Team Building, Leadership, Business Planning, Accounting, Capital Budgeting, Financial Statement..., Strategic Planning, Financial Reporting, Regulatory Guidelines, Cross Functional Team..., Contract Negotiation, Vendor Management, Legal Compliance, FDICIA, SOX Compliancy, Product Development, Financial Modeling, Liquidity Management, Procedure Development, prepaid cards, small dollar lending, Consumer Lending, Acquisition Integration, Operational Due..., Operational Risk..., Talent Acquisition
Education
Baker University
Bachelor of Business Administration, Business Administration, Management and Operations
University of Missouri-Kansas City
Masters of Science, Accounting
McGladrey LLP December 2014 - Present
H&R Block Bank December 2012 - September 2014
Dickinson Financial Corporation/Armed Forces Bank June 2011 - December 2012
First National Bank of Olathe January 2009 - June 2011
American Century Investments 1992 - 2008
Skills
Regulatory Compliance, Fraud Investigations, Process Management, Risk Management, Budgeting, Risk, AML, Mutual Funds, Retail Banking, Banking Operations, Microsoft Office, Access, Project Implementation, Music, Poetry, Creative Writing, Anti-corruption, Dogs, Financial Risk, Budgets, Fraud, Core Banking, Process Improvement, Bank Secrecy Act, Compliance, Training, Management, Finance, Policy, OFAC, CRM, Quality Assurance, Operations Management, Financial Services, Employee Training, Leadership, Vendor Management, Risk Assessment, Anti Money Laundering
Education
University of Michigan 1981 — 1985
Bachelors of Music Composition, Music Performance, History, English
MetLife June 2011 - Present
MetLife 2011 - 2015
MetLife 2011 - 2015
H&R Block October 2009 - May 2010
H&R Block Bank April 2007 - October 2009
H&R Block Mortgage July 2005 - April 2007
H&R Block June 2004 - July 2005
H&R Block November 2002 - June 2004
H&R Block August 2001 - November 2002
Revolution Agency February 1999 - April 2001
Skills
Cross-functional Team..., Web Strategy, Strategic Planning, Direct Marketing, Marketing Strategy, Marketing, Product Development, Product Management, Digital Marketing, Competitive Analysis, Analytics, Project Management, Program Management, CRM, Online Advertising, Product Marketing, Market Planning, Market Research, Account Management, Mobile Marketing, Brand Management, Marketing Management, SEO, Management, Marketing Communications, B2B Marketing
Education
Rockhurst University
BA
St. Pius X
H&R Block May 2009 - Present
H&R Block Bank June 2006 - May 2009
H&R Block October 2002 - June 2006
Deloitte Consulting 1990 - 2002
Skills
Operational Efficiency, PMO, Vendor Management, Business Process..., Information Systems, Software Implementation, Debit Cards, Financial Services, Pricing, Customer Satisfaction, Retail Banking, Organizational..., Banking, Business Strategy, Risk Management, Program Management, Operations Management, Leadership, Business Analysis
Education
Kansas State University 1988 — 1989
Master of Business Administration (MBA), International Business
Kansas State University 1984 — 1988
Bachelor of Science (BS), Marketing
CCL
Holton High School
CapWest Mortgage, division of Farmers Bank and Trust September 2010 - December 2013
H&R Block Bank May 2007 - September 2010
First NLC 2005 - 2007
Oak Street Mortgage 2003 - 2005
Bank One 1996 - 2001
The CIT Group, Inc. 1989 - 1996
Skills
Leadership, Mortgage Banking, Credit, Loan Origination, Loans, Banking, Employee Relations, Mortgage Lending, Correspondent Banking, Underwriting, Financial Services, Loss Mitigation, Sales, Financial Analysis, FHA, Management, Portfolio Management, Executive Management, Strategic Planning, Business Development, Relationship Management, Insurance, Refinance, Residential Mortgages, VA loans, FHA financing, Team Building, Sales Management, USDA, Small Business, Mortgage Underwriting, Real Estate Financing, Credit Analysis, Real Estate, Cross Selling, Investment Properties, Finance, Credit Risk, Mortgage Servicing, Consumer Lending, Investments, Financial Risk, Funding, Loan Servicing, Small Business Lending, Risk Management, Commercial Lending, Retail Banking, Commercial Mortgages, Commercial Banking
Education
The University of Kansas 1975 — 1979
CapWest Mortgage July 2014 - Present
ServiceLink May 2012 - July 2014
H&R Block Bank June 2009 - May 2012
Freightview 2008 - 2009
First Horizon Home Loans May 2007 - January 2008
NovaStar Mortgage 2005 - 2007
Countrywide Home Loans January 2003 - August 2005
AMN Healthcare April 2002 - January 2003
Compass Minerals June 1999 - August 2000
Skills
Loans, Mortgage Lending, Banking, Sales, Customer Service, Credit, Loss Mitigation, Selling, Finance, Financial Analysis, Loan Origination, Portfolio Management, Microsoft Office, Account Management, Customer Retention, Microsoft Word, FHA, Customer Relations, Consultative Selling, Word, Real Estate, Mortgage, Project Management
Education
Career Academy 2014 — 2015
Project Management Professional Certification (PMP)
Northwest Missouri State University 1992 — 1997
Bachelor of Science, Geography/Geology
Lee's Summit High School
United Bank February 2013 - Present
H&R Block Bank 2007 - February 2013
Chevy Chase Bank November 1993 - November 2006
Skills
Banking, Loans, Consumer Lending, Credit, Financial Risk, Management, Risk Management, Financial Analysis, Finance, Credit Analysis
Education
University of Maryland University College 2004 — 2006
MBA, Banking
William & Mary 1986 — 1990
BA, Government / Mathematics
Citizens Bank & Trust March 2010 - Present
H&R Block-Bank May 2005 - September 2008
First National Bank of Kansas May 1998 - May 2005
First National Bank of KS 1998 - 2005
Education
Kansas State University
BS, Accounting
University of Missouri-Kansas City
MBA, Finance
H&R Block Bank January 2010 - Present
H&R Block March 2006 - January 2010
PetSmart August 2005 - February 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Banking, Call Centers, Retail, Analysis, Microsoft Office, Customer Satisfaction, Data Analysis, PowerPoint, Financial Analysis
Education
Dillard University 2001 — 2005
Bachelors, Business Management
H&R Block Bank September 2012 - Present
BankLiberty March 2011 - August 2012
H&R Block Bank March 2006 - March 2011
H&R Block March 2006 - March 2011
UMB Consulting - UMB Bank August 1986 - March 2006
Skills
Credit, Loans, Banking, Risk Management, Credit Analysis, Financial Services, Financial Risk, Consumer Lending, Regulatory Compliance, BSA/AML/OFAC Compliance, Customer Service, Retail Banking, Portfolio Management, Commercial Lending
Education
Missouri Southern State University 1981 — 1985
Bachelors, English, Business Mgmt
H&R Block Bank November 2008 - Present
Mid-Missouri Bancshares 2002 - 2008
Skills
Finance, Financial Reporting, Management, Accounting, Managerial Finance, Budgets, Leadership, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Process Improvement, Forecasting, General Ledger, Banking, Financial Modeling, Risk Management, Accounts Payable, Cash Management
Education
Missouri State University 1986 — 1990
Bachelor, Accounting
John Knox February 2012 - Present
RSA The Security Division of EMC April 2011 - February 2012
H & R Block Bank April 2007 - May 2010
H&R Block Bank 2007 - 2010
Skills
Software Knowledge, Detail Oriented, Strong verbal/written..., EMT-B, CPR Certified, Medical Terminology
Education
Anthem College-Kansas City 2010 — 2011
Surgical Technologist
Longview Community College 1990 — 1991
General Education
H&R Block August 2013 - Present
H&R Block January 2012 - August 2013
H&R Block January 2010 - January 2012
H&R Block Bank November 2007 - January 2010
Meritage Mortgage 2001 - 2007
Education
The University of Kansas 1984 — 1988