Pacific Crest Bank
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Pacific Crest Bank Employees
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
JP Morgan Chase July 2011 - Present
Bank of the West February 2008 - July 2011
Washington Mutual February 2006 - February 2008
Charter Mac Mortgage Capital 2001 - 2006
Pacific Crest Bank 1999 - 2001
Southern Pacific Bank 1999 - 1999
Impac Commercial Capital 1998 - 1999
Imperial Capital Bank 1996 - 1998
Education
California State University-Northridge 1999 — 2002
BSBA, Business Administration-Finance
Poms & Associates September 2011 - Present
RSJ/Swenson LLC June 2008 - August 2011
Pacific Capital Bancorp 2004 - 2007
Pacific Crest Bank 1993 - 2004
Foothill Group, Inc. 1986 - 1993
Education
Stonehill College
New American Funding October 2014 - Present
First Capital, A Mortgage Company August 2013 - October 2014
Chase November 2012 - July 2013
Los Angeles Police Federal Credit Union February 2010 - November 2012
Simply Marvelous Weddings and Events April 2005 - January 2010
First Capital Mortgage November 1996 - May 2007
Pacific Crest Bank 1994 - 1996
BrooksAmerica Mortgage 1992 - 1994
Western Federal Savings and Loan September 1988 - March 1992
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Management, Training, Analysis, Underwriting, Customer Service, Sales, Event Planning, Time Management, Holidays, Leadership, FNMA, FHLMC, Refinance, Investment Properties, Credit, FHA
Education
University of California, Los Angeles 1993 — 1997
University of the Philippines 1986 — 1988
Union Bank August 2011 - Present
BofI Federal Bank January 2011 - August 2011
Bankers West March 2008 - June 2010
EverBank 2007 - 2008
Impac Commercial Capital Corp June 2006 - October 2007
Bankers West (fka Marcus Financial) December 1999 - June 2006
Pacific Crest Bank January 1997 - May 1999
Skills
Commercial Mortgages, Commercial Lending, Mortgage Lending, Loans, Underwriting, Investment Property..., Investment Property..., Credit, Investment Properties, Real Estate Economics, Portfolio Management, Finance, Real Estate
Education
Texas A&M University-Commerce 2013 — 2016
MBA, Finance, 4.0 GPA
Oregon State University 1988 — 1991
Bachelor's degree, Finance, 3.23 GPA
University of Massachusetts at Amherst - Isenberg School of Management
Corporate Finance - Quantitative Business Analysis, 4.0 GPA
Scosche Industries, Inc. October 2009 - Present
Pacific Capital Bancorp March 2004 - March 2009
Pacific Crest Bank March 1989 - March 2004
Education
California Lutheran University
BS, Accounting
Umpqua Bank formerly Sterling Bank 2007 - Present
Pacific Crest Bank April 1994 - 2007
Education
The University of British Columbia 1991 — 1993
MBA
University of Washington 1985 — 1989
BA, Finance
EZ Auto Solutions 2001 - Present
Pacific Crest Bank 1989 - 1999
Ernst & Young 1984 - 1989
Skills
Sales, Negotiation, New Business Development, Vehicles, Customer Service, Customer Satisfaction, Marketing, Team Building, Business Development
Education
University of California, San Diego
BS, Management Science
University of Southern California - Marshall School of Business
MBA, Finance
US Bank March 2008 - Present
Pacific Capital Bank January 2005 - March 2008
Pacific Crest Bank July 2002 - January 2005
Skills
Commercial Banking, Credit, Commercial Lending, Banking, Credit Analysis, Loans, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Small Business Lending, Microsoft Excel, Microsoft Word, Accounting
Education
Iowa State University 1980 — 1984
Bachelor's degree, Agricultural Business and Management
CHG-Meridian U.S. Finance November 2010 - Present
Lamps Plus February 2008 - November 2008
Pacific Crest Bank 1991 - 2007
Education
California State University-Northridge 1995 — 2001
BS, Finance