Pacific Premier Bank
Industry: Bank holding company
DescriptionHeadquartered in California Pacific Premier Bancorp, Inc. is a registered holding company under the Bank Holding Company Act of 1956. Its principle business focuses on Pacific Premier Bank, which offers a range of financial services to individuals, businesses and professionals. Headquarters: Irvine, CA CEO: Steven R Gardner (2000–) Founded: 1983 Total assets: 11.5 billion USD (September 30, 2018) Subsidiaries: Pacific Premier Investment Services, PPBI TRUST I,
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Pacific Premier Bank Employees
Pacific Premier Bank April 2015 - Present
First Republic Bank April 2012 - August 2014
Citibank September 2006 - September 2011
Union Bank of California December 2005 - September 2006
Bank of America November 2004 - October 2005
MetLife February 2002 - March 2004
AT&T Corp 1998 - 2001
Skills
Loans, Business Development, Mortgage Lending, Underwriting, Commercial Lending, Small Business Lending, Credit, Investments, Banking, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Portfolio Management, Sales, Commercial Mortgages, Lines Of Credit, Relationship Management
Education
DePauw University 1994 — 1998
Bachelor of Arts (B.A.), Communications and Business
Assurant Specialty Property November 2014 - Present
Wells Fargo November 2000 - November 2014
Pacific Premier Bank April 1998 - October 2000
Skills
Detailed Analysis, Mortgage Servicing, Flood Insurance, Compliance Management, Financial Accounting, Analysis, Credit, Mortgage Lending, Finance, Financial Services, Loans, Mortgage Banking, Credit Analysis, Loan Origination, Banking, Portfolio Management, Risk Management, Process Improvement, Business Analysis, Vendor Management
Education
Chaffey College 1997 — 2000
Associate's degree, Accounting
Bank of America February 2012 - May 2015
Pacific Premier Bank December 2008 - May 2011
Skills
Customer Service, Microsoft Office, Management, Project Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Sales, Research, Legal Research, Legal Writing, Legal Compliance, Legal Documents, Operational Due..., Microsoft Excel, Litigation Support, Civil Litigation, Litigation Management, Business Litigation, Paralegals, Mortgage Industry, Mortgage Banking, Correspondent Banking, Secondary Mortgage...
Education
University of California, Los Angeles 2011 — 2011
ABA Paralegal Program
University of California, Los Angeles 2005 — 2011
Bachelor’s Degree, Sociology
Wright Ford Young & Co. June 2015 - Present
Windes February 2015 - March 2015
Edwards Lifesciences December 2014 - January 2015
Pacific Premier Bank July 2014 - September 2014
Shapiro & Co., An Accountancy Corporation January 2014 - June 2014
University of California, San Diego June 2013 - January 2014
University of California, San Diego December 2011 - May 2013
Union of the Vietnamese Student Associations Southern California October 2012 - February 2013
Union of the Vietnamese Student Associations Southern California June 2012 - August 2012
UC San Diego Health System October 2011 - December 2011
Skills
Social Media, Microsoft Excel, Public Relations, Customer Service, Microsoft Office, Microsoft Word, Team Building, Research, Data Analysis, Event Planning, PowerPoint, Photoshop, Time Management, Accounting, Fundraising, Public Speaking, Teamwork, Windows, Creative Solutions..., Tax Preparation, Data Entry, QuickBooks, Lacerte, Auditing, Vendor Management, Risk Management, JD Edwards, ProSystem fx Engagement, RIA, Financial Accounting, Financial Statements
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), Economics
Westminster High School 2006 — 2010
High School Diploma
Franchise Tax Board January 2015 - Present
University Enterprises Corporation June 2014 - January 2015
National Community Renaissance January 2014 - April 2014
Volunteer Income Tax Assistance January 2013 - April 2014
Pacific Premier Bank April 2013 - September 2013
Skills
Accounting, Cash Handling, Customer Service, Supervisory Skills, Tax Returns, General Ledger, Income Tax, Tax Preparation, Banking, Microsoft Excel, Yardi Voyager, Budgets
Education
California State University-San Bernardino 2008 — 2014
Bachelor of Science (B.S.), Accounting
Atkinson, Andelson, Loya, Ruud & Romo September 2015 - Present
The Law Offices of Margaret A. Chidester & Associates August 2012 - September 2015
Pacific Premier Bank August 2010 - August 2012
Windermere Real Estate June 2007 - August 2009
Skills
Legal Research, Real Estate, Mediation, Westlaw, Litigation, Legal Writing, Microsoft Office, Negotiation, Administrative Law, Education Law, Charter School Law, Commercial Lending, Information Privacy, Bankruptcy
Education
Chapman University, School of Law 2009 — 2012
Juris Doctorate, Financial Regulations, Secured Transactions and Bankruptcy Law
University of Washington 2004 — 2008
Bachelor of Arts, Double Major in Political Science and English
Youth Business Alliance September 2015 - Present
Pacific Premier Bank July 2015 - Present
CommerceWest Bank July 2014 - August 2015
Union Bank February 2013 - July 2014
Wells Fargo February 2011 - February 2013
Verizon Wireless August 2009 - February 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Small Business, Sales, Finance, Investments, Cross Selling, Investment Properties, Real Estate, Relationship Management, Cash Management, Deposits, Underwriting, Anniversaries, Financial Services, Residential Mortgages
Education
USC 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cal State Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Orange Coast College 2008 — 2013
Associate's degree, Business Administration and Management, General
County of Orange January 2014 - Present
Pacific Premier Bank October 2013 - January 2014
MOpro May 2013 - October 2013
Wells Fargo May 2007 - May 2013
Velocity Sports Performance January 2013 - April 2013
Sports 1 Marketing March 2012 - September 2012
Finish Line August 2006 - May 2007
Skills
Sales, Marketing, Customer Service, Client Liaison, Social Media, E-commerce, Sports, Coaching, Digital Media, Management, Strategic Partnerships, Sponsorship, Finance
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts (B.A.), Public Relations/Image Management
Orange Coast College 2006 — 2009
Associate's degree, Communication and Media Studies
Wells Fargo October 2013 - Present
Pacific Premier Bank June 2009 - June 2013
Washington Mutual June 2007 - January 2009
Union Bank of California April 2006 - May 2007
Citi January 2004 - April 2006
Skills
Credit Analysis, Loans, Credit, Small Business Lending, Banking, Credit Risk, Underwriting, Portfolio Management, Commercial Lending, Asset Based Lending, Financial Analysis, Risk Management, Lines Of Credit, Analysis, CRM, Financial Risk, Customer Service, Commercial Mortgages, Consumer Lending, Finance, Financial Structuring, Treasury Management
Education
California State University-Long Beach 2000 — 2003
MBA, Finance
California State University-Long Beach 1997 — 1999
BA, Economics
Kimball, Tirey & St. John August 2015 - Present
Pacific Premier Bank September 2013 - August 2015
Wells Fargo June 2009 - June 2013
University of Houston January 2006 - September 2009
Skills
Banking, Consumer Lending, Small Business Lending, Financial Analysis, Commercial Lending, Credit, Loans, Mortgage Lending, Loan Origination, Finance, Microsoft Excel, Customer Service, Deposits, Credit Analysis, Retail Banking, Retail, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Sales, Event Planning, Social Networking, Outlook, Marketing
Education
University of Houston 2004 — 2009
Bachelor's, Communications
University of Houston 2004 — 2009
Bachelor's of Communications, Broadcast Journalism
Pacific Premier Bank July 2012 - Present
Surf City Bank September 2008 - July 2012
South County Bank February 2005 - February 2008
Surf City Bank, a Division of South County Bank February 2005 - February 2008
Pacific Liberty Bank February 1999 - October 2005
Skills
Small Business Lending, SBA, Loans, Credit Analysis, Lines Of Credit, Banking, Credit, Underwriting, Loan Origination, Financial Analysis, Credit Risk, Portfolio Management, Commercial Lending, Commercial Banking
Education
California State University-Long Beach
Pacific Coast Banking School
Pacific Premier Bank September 2014 - Present
Union Bank August 2007 - September 2014
Skills
Management, Customer Service, Sales, Microsoft Word, Microsoft Excel, Microsoft Office, Strategic Planning, Sales Management, Leadership, Marketing, Project Management, Public Speaking, Social Media, Credit, Mortgage Lending, PowerPoint, Event Planning, Facebook, Loans, Social Networking, Research, Social Media Marketing, Teamwork, Advertising, Banking, Photoshop
Education
Azusa Pacific University
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-San Bernardino 2005 — 2010
Bachelor's Degree, Business Administration and Management, General
Pacific Premier Bank January 2011 - Present
Commercial Bank of California February 2006 - January 2011
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Portfolio Management, Credit Analysis, Commercial Banking, Commercial Mortgages, Mortgage Lending, Banking, Underwriting, Mortgage Banking, Retail Banking, Lines Of Credit, Loan Origination
Education
California State University-Long Beach
Bachelors, Finance-Investments
credit seminar RMA
Wescom Credit Union December 2009 - Present
CUSO Mortgage Inc. December 2009 - Present
Pacific Premier Bank September 2008 - December 2009
Cal Capital Credit Inc. August 1998 - September 2008
Omnia Credit LLC October 1997 - August 1998
Preferred Credit Corporation August 1995 - October 1997
Quality Mortgage March 1994 - August 1995
Plaza Home Mortgage Bank April 1991 - August 1995
Union Federal Savings Bank April 1989 - April 1991
Long Beach Bank September 1987 - April 1989
Skills
Loans, Credit, Underwriting, Banking, Mortgage Lending, Collections Management, Default Management, Loan Servicing, Secondary Mortgage..., Real Estate, Real Estate Finance, Management, Consumer Lending, Mortgage Banking, Portfolio Management, Museum Collections, Credit Analysis, Real Estate Economics, Loan Origination, Default, Commercial Lending, Loss Mitigation
Education
California Coast University
Bachelor's Degree, Management
Catalyst Corporate Federal Credit Union July 2015 - Present
Pacific Premier Bank January 2015 - Present
Management Consultant July 2012 - December 2014
Viewpointe December 2008 - July 2012
PaymentsNation February 2002 - December 2008
Bank One January 2000 - January 2002
Clearing House Association of the Southwest January 1997 - January 2000
FNB of Park Cities January 1994 - January 1997
Texas Commerce Bank January 1982 - January 1994
Skills
Payments, ACH, Treasury Management, Banking, Corporate Finance, Executive Management, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Board Relations, Non-profit Board..., Strategic Planning, Financial Services, Operations Management, Budgets, Cash Management, Strategy, Payment Systems, Process Improvement, Mergers & Acquisitions, Mergers, Management, Retirement Planning, Retirement Plan..., Risk Management, Investments, Finance, Training, Enterprise Software, Integration, Leadership, Electronic Payments, Business Analysis
Education
The University of Texas at Arlington
Bachelor of Arts (BA), Political Science
Pacific Premier Bank July 2014 - Present
Education
University of Colorado Boulder 1988 — 1992
Bachelor of Science (B.S.), Finance
Southland Credit Union March 2005 - Present
Pacific Premier Bank April 2003 - March 2005
Skills
Banking, Loans, Strategic Planning, Financial Services, Retail Banking, Mortgage Lending, Consumer Lending, Relationship Management, Risk Management, Credit, Commercial Lending, Commercial Banking, Loan Origination, Mortgage Banking, Management, Leadership, Sales, Team Building, Customer Service
Education
California State University-Long Beach 1999 — 2003
Bachelor's degree, Political Science and Government
Pacific Enterprise Bank March 2014 - Present
One United Bank September 2013 - March 2014
EH National Bank May 2013 - September 2013
Universal Bank June 2006 - May 2013
Pacific Premier Bank October 2002 - June 2006
Skills
Real Estate, Real Estate Development, Leases, Negotiation, Investment Properties, Microsoft Office, Real Estate Transactions, Commercial Real Estate, Customer Service, Microsoft Excel, Corporate Real Estate, Financial Analysis, Asset Management, Due Diligence, Commercial R.E...., Commercial R.E...., Commercial Lending
Education
Chaffey College 1999 — 2002
Associate of Science (AS), Psychology, Graduate
Pacific Premier Bank August 2003 - Present
Skills
Small Business Lending, Commercial Mortgages, Underwriting, Loans, Credit, Customer Relations, Strategic Planning, Credit Analysis, Banking, Negotiation, Operations Management, Commercial Banking, Problem Solving, Credit Risk, Portfolio Management, Mortgage, Risk Management, Asset Based Lending, Treasury Management, Mortgage Lending, Lines Of Credit, Financial Analysis, Consumer Lending, Loan Origination, Mortgage Banking, Investments, Core Banking, Retail Banking, Customer Service, Cash Management, Loan Servicing, SBA, Commercial Lending, Finance, Due Diligence, Relationship Management, Cross Selling
Education
New Mexico State University 1984 — 1988
BBA, Finance
Pacific Premier Bank July 2015 - Present
Pacific Premier Bank January 2013 - June 2015
Carson Kolb Healthcare Group June 2012 - January 2013
Carson Kolb Healthcare Group May 2011 - June 2012
Carson Kolb Healthcare Group May 2010 - May 2011
Carson Kolb Healthcare Group June 2009 - May 2010
Skills
Sourcing, Talent Acquisition, Recruiting, Healthcare, Outlook, PowerPoint, Microsoft Office, Cold Calling, Social Networking, Marketing, Social Media Marketing, Account Management, Human Resources, Email Marketing, Business Development, Interviews, Negotiation, Employee Relations, New Business Development, Applicant Tracking..., Onboarding, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.)
US Bank April 2014 - Present
National Black MBA Association, Los Angeles January 2014 - Present
JP Morgan Chase (951) 236-1376 Direct ambrosioblackwell@gmail.com April 2010 - April 2014
Pacific Premier Bank May 2009 - May 2010
Wells Fargo April 2007 - October 2008
Wells Fargo Financial December 2005 - April 2007
Skills
Finance, Accounting, Business Development, Sales Management, Selling Skills, Target Marketing, Loans, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Marketing Strategy, Business Strategy, Strategic Partnerships, Strategic Thinking, Strategic Financial..., Sales, Strategic Sales, Selling to VITO, Executive Relationships, C-Level Relationships, Building C-Level..., Rainmaker, Deal-making, Small Business Lending, Business Acquisition..., Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Cash Flow Lending, Revolving Lines of..., Business Loans, SBA 504, Owner Occupied, Deposit Growth, Covenants, Negotiation, Middle Market, Business Growth..., New Relationships, Commercial Finance, Corporate Finance, Sales Prospecting, Cold Calling Experience, C&I Lending
Education
La Sierra University 2010 — 2013
MBA, Finance, Marketing
University of California, Riverside 1996 — 2001
Bachelors, Sociology Administration- Accounting
Pacific Premier Bank January 2013 - October 2013
Comerica Bank November 2002 - January 2012
Fifth Third Bank April 1997 - September 1999
LDMI Telecommunications September 1995 - April 1997
Skills
Risk Management, Loans, Compliance, Real Estate, Commercial Banking, Sales Management, Commercial Lending, Mortgage Lending, Credit, Relationship Management, Finance, Credit Analysis, Underwriting, Portfolio Management, Banking, Commercial Mortgages, Financial Services, Lines Of Credit, Small Business Lending, Financial Risk, Financial Analysis, Credit Risk, Cash Management, Loan Origination, Cross Selling, Asset Based Lending
Education
Central Michigan University 1990 — 1995
Bachelors of Science, Finance
Cass Technical High School 1987 — 1990
High School, Business Administration
Citi May 2012 - Present
Pacific Premier Bank April 2009 - May 2012
Popular Community Bank November 2007 - March 2009
California Bank & Trust August 2003 - March 2005
Union Bank 2001 - 2003
Skills
Commercial Banking, Loans, Credit, Banking, Conventional Lending, SBA Lending, Business Loans, Business Banking, Cash Management, SBA, Finance, Portfolio Management, Business Development, Cross Selling, Small Business Lending, Lines Of Credit
Education
Pontificia Universidad Javeriana
Bachelor of Science (B.S.), Business Administration
Bloomberg Law September 2014 - Present
IDSO ENTERPRISE July 2006 - Present
Shakey's USA July 2006 - May 2015
Pacific Premier Bank September 2014 - November 2014
Five Crowns Capital December 2013 - September 2014
Wilson Harvey Browndorf, LLP May 2013 - August 2013
Skills
Westlaw, Microsoft Office, Finance, Microsoft Excel, Lexis, Public Speaking, Budgets, Corporate Law, Salesforce.com..., Sales, PowerPoint, Legal Writing, Business Process Design, Internal Process..., Project Management, Legal Research, Financial Analysis, Microsoft Word, Civil Litigation, Time Management, Account Management, Commercial Litigation, Corporate Finance, Financial Economics, Managerial Finance, Operations Management, Motions, Financial Reporting, Financial Modeling, Forecasting, Drafting Agreements, Market Research, Nonprofits, Grants, Bloomberg Law, Business Valuation, Loan Modifications, LexisNexis
Education
Chapman University, School of Law 2012 — 2016
Juris Doctor (J.D.), Business Emphasis
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2016
Master of Business Administration (M.B.A.), Finance Emphasis
University of California, Riverside 2008 — 2012
Bachelors of Science, Business Administration, Financial Economics
Pacific Premier Bank December 2012 - Present
Pacific Premier Bank December 2012 - Present
U.S. Bank January 2005 - December 2012
CAI-OCRC January 2004 - December 2012
CAI-OCRC January 2009 - January 2010
CAI-OCRC January 2009 - December 2009
CAI-Greater Inland Empire January 2006 - December 2008
Progressive Community Management January 1995 - December 2004
Skills
New Business Development, Customer Service, Customer Relations, Budgeting, Banking, Property Management, Budgets, Marketing, Management, Small Business, Customer Retention, Sales Management, Account Management, Microsoft Office, Contract Negotiation, Real Estate, Business Development, Leadership, Customer Satisfaction, Negotiation, Selling, Sales, Marketing Strategy, Loans, Project Planning, Financial Analysis, Team Building, Strategic Planning, Business Planning, Insurance, Training, Investments, Commercial Lending, Operations Management, Risk Management, Commercial Real Estate, Credit
Education
University of Southern California
Islamic Strategic Studies Institute January 2014 - May 2015
Daftare Tablighat August 2013 - May 2015
Al-Mustafa International University August 2012 - February 2015
Noor Al-Reza School January 2011 - February 2015
Kish Air August 2014 - December 2014
Universal Packaging Systems Inc June 2007 - October 2008
The Cheesecake Factory August 2006 - May 2008
Ablestik Laboratories April 2004 - June 2005
The Northwest Company October 2003 - April 2004
Pacific Premier Bank March 2003 - April 2003
Skills
Information Technology, Marketing, Customer Service, Network Engineering, Active Directory, Server Architecture, Microsoft SQL Server, Windows Server, Microsoft Exchange, Computer Network..., ERP, Translation, Teaching English as a..., Swim Instruction, Project Management, Technical Support, Management, Networking, Databases, Vendor Management, Operating Systems, Consulting, Process Improvement, Analysis, Strategic Planning, Leadership, Training, Microsoft Office, Microsoft Excel
Education
California State University-Fullerton 2005 — 2008
Bachelor of Business Administration (B.B.A.), International Business
Al-mustafa International University 2010 — 2014
Bachelor's Degree, Islamic Theology and Philosophy, 19.10
Cerritos College 2002 — 2005
Associate's degree, Computer Science
Farmers & Merchants Bank of Long Beach June 2014 - Present
California Bank & Trust August 2013 - May 2014
Union Bank April 2010 - August 2013
Omega Capital Partners, LLC January 2008 - April 2010
Pacific Premier Bank October 2006 - October 2007
Wells Fargo Bank September 2004 - February 2006
MacArthur Business Credit, LLC February 2000 - July 2004
Skills
Loans, Commercial Banking, Banking, Portfolio Management, Treasury Management, Small Business Lending, Underwriting, Commercial Lending, Loan Origination, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Financial Risk, Structured Finance, Credit Analysis, SBA, Cash Flow Lending, Marketing, Refinance, Real Estate, Finance, Business Development, Sales, New Business Development, Mortgage Lending, Consumer Lending, Management, Cash Management, Financial Structuring, Relationship Management, Mortgage Banking, Retail Banking, Credit Risk, Cross Selling, Commercial Real Estate, SBA 504, Small Business, Financial Analysis, Account Management, Construction Loans, Deposits, Investments, Bridge Loans
Education
Chapman University 1986 — 1991
BS; BA, Business Administration; Economics; International Business
Chapman University, The George L. Argyros School of Business and Economics 1986 — 1991
Bachelors of Science, Economics, International Business
Sun Community Federal Credit Union July 2015 - Present
Pacific Premier Bank June 2013 - August 2014
National Funding October 2012 - March 2013
Desert Atrium Apartments, LLC June 2004 - October 2012
La Jolla Bank, FSB December 1995 - February 2010
Skills
Real Estate, Loans, Commercial Real Estate, Banking, Residential Homes, Real Estate Development, Apartments, Investment Properties, Finance, Refinance, Real Estate Financing, REO, Property Management, Contract Negotiation
Education
University of Arizona 1990 — 1992
Business/Commerce, General
The Webb Schools 1988 — 1990
Dunn
Pacific Premier Bank November 2013 - Present
Jack in the Box December 2006 - May 2013
Dunkin' Brands 2002 - 2006
Baskin Robbins 1996 - 2000
PepsiCo 1995 - 1996
The Southland Corporation, 7 Eleven 1984 - 1995
Skills
Franchising, Franchise Consulting, Multi-unit, Restaurants, Food Service, Income Statement, Restaurant Management, Food & Beverage, Profit, Team Building, Sales, Franchise Sales, P&L Management, Retail, Leadership, Customer Service, Location Intelligence, Hospitality, Hiring, Inventory Management
Education
University of Redlands 1997 — 1999
Master of Business Administration (M.B.A.)
San Diego State University-California State University 1981 — 1984
Economics
First American Financial Corporation November 2012 - Present
Pacific Premier Bank March 2009 - November 2012
Regulus Group June 2008 - January 2009
First Bank August 1994 - April 2008
Wells Fargo Bank June 1989 - July 1994
Skills
Small Business Lending, Commercial Banking, Loans, Commercial Lending, Lines Of Credit
Education
Santa Ana College 1989 — 1992
Associate's degree, Business Administration and Management, General
Pacific Premier Bank September 2015 - Present
Torrey Pines Bank November 2013 - August 2015
The Bank of Santa Barbara July 2012 - November 2013
Bank of Arizona January 2006 - August 2008
Commercial Federal Bank December 1999 - January 2006
Arizona Bank August 1996 - December 1999
Skills
New Business Development, Construction Loans, Commercial Real Estate, Real Estate Financing, Loans, Customer Service, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Credit, Finance, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Real Estate
Education
University of Arizona 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Pima Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Pacific Premier Bank November 2014 - June 2015
Columbus First Bank January 2013 - November 2013
US Bank April 2012 - January 2013
Park View Federal Savings Bank January 2011 - April 2012
UPS Capital March 2005 - January 2011
The CIT Group 2003 - 2005
Information Leasing Corporation n/k/a National City Commercial Capital 2002 - 2003
CapitalStream 2000 - 2001
Newcourt Financial n/k/a The CIT Group 1995 - 2000
Skills
Commercial Lending, Small Business Lending, Loans, Credit, SBA, Finance, Banking, Small Business, SBA 504, Credit Analysis, Commercial Real Estate, Real Estate, Business Development, Loan Origination, Asset Based Lending, Commercial Banking, Financial Structuring, Funding, Consumer Lending, Business Acquisition, Underwriting, Commercial Mortgages, Refinance, Portfolio Management, Mortgage Lending, Credit Risk, Lines Of Credit, Mortgage Banking, Investments, Relationship Management, Retail Banking, Treasury Management, Strategic Financial..., Financial Services, Financial Planning
Education
Franklin University 2003 — 2004
MBA, Finance
The Ohio State University 1989 — 1993
B.A., Journalism
Pacific Premier Bank
Skills
Commercial Banking, Mortgage Lending, Small Business Lending, Mortgage Banking, Customer Service, Banking, Commercial Mortgages, Investments, Commercial Lending, Credit, Cross Selling, Lines Of Credit, Loans, Public Speaking, Retirement Planning, Strategic Planning
Education
Michigan State University 1969 — 1973
Bachelor's degree, Education
JPMorgan Chase & Co. July 2014 - Present
Pacific Premier Bank March 2013 - March 2014
United Nations September 2012 - January 2013
Skills
Financial Reporting, Financial Analysis, Financial Modeling, VBA, Credit Analysis
Education
New York University 2014 — 2014
University of Houston, C.T. Bauer College of Business 2008 — 2012
Master of Science, Accountancy, 3.6
University of Houston 2008 — 2010
Bachelor of Business Administration, Accounting, 3.8
Pacific Premier Bank February 2011 - Present
Canyon National Bank April 2005 - February 2011
Skills
Banking, Risk Management, Financial Analysis, Customer Relations, Credit, ACH
Education
Riverside Community College 1993 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Horseheads High School 1985 — 1987
T.W. Jensen Law, PLLC November 2014 - Present
Huntsman, Lofgran & Fuller, PLLC March 2014 - November 2014
Center for Estate & Gift Planning May 2013 - December 2013
Pepperdine School of Law August 2011 - December 2013
Tallen & Keshen Holdings, LLC January 2013 - August 2013
Ventura County Counsel Office September 2012 - December 2012
Pacific Premier Bank May 2012 - August 2012
Adams Davis P.C September 2010 - August 2011
Marriott School of Management Computer Lab January 2009 - December 2010
Barton & Associates August 2006 - September 2010
Skills
Writing, Spanish, Excel, Estate Planning, Leadership, Legal Issues, Litigation, Public Speaking, Team Building, Nonprofits, Microsoft Word, Legal Research, Social Media, Microsoft Excel, Legal Writing, Research, Westlaw, PowerPoint, Microsoft Office
Education
Pepperdine School of Law 2011 — 2014
Doctor of Law (J.D.), Law
Brigham Young University 2007 — 2010
Bachelor's degree, Business Management/Finance, A-
Pacific Premier Bank August 2015 - Present
DocMagic September 2014 - August 2015
Stearns Lending (NMLS #1854) June 2013 - September 2014
Greenlight Financial Services January 2012 - June 2013
Equator, LLC November 2008 - October 2011
Anthony Funding Corporation October 2006 - December 2010
People's Choice Home Loan February 2000 - March 2007
Aames Home Loan August 1995 - February 2000
Skills
Technology Planning, Technology Development, Software Project..., Team Building, Strategic Planning, Process Improvement, Budgeting, Operations Management, Vendor Management, Change Management, SOX, Product Development, Start-ups, Executive Management, Budgets, Leadership, Sarbanes-Oxley Act, Business Development, Strategy, Project Management, Business Intelligence, Business Analysis, Visio, Management, SDLC, Mortgage Lending, Program Management, IT Management, Enterprise Architecture, IT Operations, Training, Integration, Disaster Recovery, Risk Management, Business Insights, Analysis, CRM, Intelligence, Business Analytics, Consulting, Team Leadership, Finance, Business Process..., IT Strategy, Information Technology, Professional Services, Cross-functional Team..., PMO, Business Process, Project Portfolio...
Education
Webster University 2009 — 2012
Master's Degree, Business Administration and Management
California State University-Fullerton 1987 — 1989
Bachelor’s Degree, Criminal Justice
Cypress College 1984 — 1987
Associate's Degree, General Studies
Dahon Industries LLC March 2015 - Present
JKS March 2014 - Present
Katie KhaTu T. Pham, Notary Public December 2007 - Present
Law Office of Jacquelyne M. Nguyen August 2012 - March 2014
Law Office of Julie M. McCoy December 2002 - August 2012
ABC Unified School District August 2009 - June 2010
Pacific Premier Bank May 2001 - December 2002
French Park Care Center (Sun Mar Healthcare Group) September 2000 - May 2001
Cinnabon December 1998 - May 2001
Skills
Legal Assistance, Legal Research, Legal Writing, Litigation, Westlaw, Notary Public, Data Entry, Bankruptcy, Legal Documents, Civil Litigation, Litigation Support, Mediation, Trials
Education
Santa Ana College 2011 — 2013
Paralegal Certificate, Paralegal Studies
California State University-Long Beach 2007 — 2009
Single-Subject Teaching Credential, Mathematics
University of California, Irvine 1999 — 2004
Bachelor of Science (BS), Applied Ecology
Pacific Premier Bank 2013 - Present
Union Bank 2009 - 2013
Bank of America 2002 - 2008
Bank of America 1996 - 2002
Bank of America 1987 - 1996
Palm Springs Savings Bank 1987 - 1987
Skills
Marketing, Sales, Private Banking, Retail Banking, Project Management, Banking
Education
University of San Diego
Palm Springs High School
Pacific Premier Bank October 2010 - Present
Skills
Loans, Small Business Lending, Commercial Lending, Credit, Banking, Consumer Lending, Commercial Banking, Retail Banking, Credit Analysis, Cross Selling, Lines Of Credit, Deposits, Loan Origination, Cash Management, Bank Secrecy Act
Education
California State University-Channel Islands 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Interplex Nascal June 2011 - Present
Avon 2010 - Present
CoreLogic May 2011 - June 2011
Mercury Defense Systems (formerly KOR Electronics) June 2009 - April 2011
US Bank (formerly PFF Bank and Trust) March 2008 - March 2009
Eurodesign Cabinets August 2004 - February 2008
Ackerstone Industries, Inc January 2003 - July 2004
Pacific Premier Bank August 2000 - December 2002
20/20 Recycle Centers October 1996 - February 1999
Professional Association of Diving Instructors (PADI) August 1984 - October 1996
Skills
Employee Relations, Human Resources, Recruiting, Training, Payroll, Office Management, Employee Benefits, Personnel Management, Employee Training, New Hire Orientations, Management, Time Management, Hiring, Customer Service, Microsoft Office, System Administration, Benefits Administration, Budgets, Onboarding, Outlook, Project Planning, Administration, Policy, Office Administration, Microsoft Word, Process Improvement, ADP Payroll, ADP Workforce Now, HR Compliance, Event Planning, Contract Negotiation, Operations Management, Team Building
Education
Columbia Southern University 2009 — 2011
MBA
Columbia Southern University 2008 — 2009
Undergraduate Certificate
Columbia Southern University 2006 — 2009
Bachelor’s Degree
Cal State Dominguez Hills - Center for Legal Studies 2007 — 2007
Certificate
Santa Ana College 1989 — 1992
AA
Victor Valley High School 1977 — 1980
Diploma
Payoff March 2014 - Present
State Bank of India (California) June 2012 - March 2014
Pacific Premier Bank November 2010 - June 2012
Aurora Bank FSB June 2009 - November 2010
Lehman Brothers Bank, FSB August 2008 - June 2009
Lehman Brothers Bank, FSB October 2006 - August 2008
Lehman Brothers Bank, FSB February 2006 - October 2006
Ameriquest Mortgage 2004 - 2006
Amerquest Mortgage Company September 2003 - 2004
Ameriquest Mortgage Insurance Services Corporation November 2002 - September 2003
Skills
Global Regulatory..., Bank Secrecy Act, ECOA, FCRA, FACTA, Licensing, Banking, Mortgage Lending, Mortgage Banking, Privacy Compliance, Litigation Management, Mortgage Servicing, Compliance, Legal Compliance, Legal Research, Legal Writing, Compliance Testing, Government Relations, Compliance Examination, Life Insurance, Property & Casualty..., Litigation, Credit, Risk Management, Corporate Law, Bankruptcy, Loan Origination, Loans, Commercial Lending, Loan Servicing, Financial Institutions, Finance, Loss Mitigation, Training, USA PATRIOT Act, Credit Analysis, Commercial Mortgages, Financial Regulation, OFAC, AML, Financial Services, Operational Risk, Commercial Banking, Credit Risk, KYC, Financial Risk, Fraud, Banking Law, Underwriting, Securities
Education
American Bankers Association National Compliance School 2007 — 2007
University of California, Irvine 2001 — 2005
Political Science, International Relations
University of California, San Diego 2000 — 2001
Political Science
Pacific Premier Bank October 2015 - Present
Saehan Bank October 2012 - March 2014
Rosenthal and Associates November 2011 - October 2012
Athas Capital Group April 2011 - April 2012
Rosenthal and Associates January 2009 - April 2011
Sperry Van Ness - Better Capital Partners 2009 - 2010
Indymac Bank 2007 - 2009
Arbor Commercial Mortgage 2007 - 2009
Affinity Bank 1997 - 2007
Skills
Loans, Relationship Management, Real Estate Economics, Real Estate Financing, Commercial Mortgages, Loan Modifications, Real Estate, Microsoft Excel, Commercial Lending, Credit Analysis, Mortgage Lending, Commercial Real Estate, Underwriting, Loan Origination
Education
University of California, Los Angeles 1956 — 1960
BS, Real Estate
Pacific Premier Bank November 2014 - Present
Sacramento Bank of Commerce October 2013 - October 2014
North Valley Bank January 2011 - October 2013
Wachovia Small Business Capital / Wells Fargo May 1995 - January 2011
Dun & Bradstreet 1989 - 1995
U.S. Air Force July 1980 - May 1989
Skills
Small Business Lending, Business Acquisition, Real Estate, USDA, Commercial Banking, Mortgage, Commercial Mortgages, Commercial Lending, Loans, Refinance, Construction Loans, Purchase, Loan Structuring, Mortgage Lending, Banking, Credit, Investment Properties, Underwriting, Finance, Mergers & Acquisitions, Investments, SBA, Small Business, Credit Analysis, Commercial Real Estate, Financial Structuring, Business Development, Real Estate Economics, SBA 504, Funding, Loan Servicing, Financial Analysis, Investment Banking, Due Diligence, Lines Of Credit, Asset Based Lending, Loan Origination
Education
Iowa State University - College of Business 1986 — 1989
Bachelor's in Business, Finance
University of Phoenix
MBA, Business and Finance
Pacific Premier Bank December 2011 - Present
H&R Block November 2011 - April 2014
Boot Barn November 2010 - July 2012
Cal National Bank now a part of U.S. Bank November 2006 - November 2011
Wachovia Bank July 2006 - September 2006
University of Phoenix April 2005 - July 2006
First Federal Bank January 2000 - April 2005
Bank of America August 1997 - December 1999
Skills
Data Entry, Analytical Skills, Interpersonal..., Positive Team Player, Professional Experience, High Organizational..., Highly motivated..., Energetics, Role Model, Management, Loans, Finance, Training, Banking, Sales
Education
University of Phoenix 2004 — 2006
Master, Business Administration/HRM
University of Phoenix 2002 — 2004
BS, Business Management
El Camino College 1995 — 2001
Associate's degree, Business Management
Nationstar Mortgage July 2015 - Present
Nationstar Mortgage July 2013 - Present
CashCall February 2012 - June 2013
Pacific Premier Bank September 2010 - January 2012
Culver Capital Group Inc. 2009 - October 2010
LEAF Financial Corporation July 2008 - April 2009
US Bank 2006 - 2008
California First National Bank - Healthcare Finance Division January 2004 - December 2006
Allen Allen USA January 1997 - January 2000
Skills
Loans, Business Development, Small Business Lending, Real Estate, CRM, Finance, Mortgage Lending, Banking, Financial Analysis
Education
California State University-Fullerton 2007 — 2008
Human Resources Management
Laguna Beach High School 1992 — 1996
California State University-Fullerton
BA, Psychology / Business Administration
Loan Officer School
NMLS Licensed / California State Licensed, Residential Real Estate Lending
Pacific Premier Bank July 2006 - Present
Dallas City Bank June 2003 - June 2006
Skills
Banking, Commercial Lending, Retail Banking, Commercial Banking, Mortgage Lending, Credit, Loans, Executive Management, Electronic Payments, Business Strategy, Risk Management, Financial Services, Treasury Management, Team Building
Education
The University of Texas at Austin 1978 — 1984
The University of Texas at Dallas
Bachelor of Science (BS), Accounting
Pacific Premier Bank Branch ManagerUS BankFebruary 2003 - May 2006
Skills
Business Development, Commercial Banking
Education
Devi Ahilya Vishwavidyalaya 1972 — 1975
BSC, Chemistry, Botony, Zoology
Temporary Positions at Aerotek, Irvine Technology, Workway April 2009 - November 2009
Pacific Premier Bank June 2006 - February 2008
Volt, H.B Staffing January 2002 - April 2004
New Century Mortgage July 1999 - April 2001
Amresco Residential Mortgage March 1997 - January 1999
Guardian Federal Savings Association 1991 - 1994
Education
Golden West College 1979 — 1983
Business Administration/Medical
Pacific Premier Bank May 2012 - September 2013
eHarmony.com February 2011 - May 2012
AEG October 2008 - February 2010
Skills
Facebook, Entertainment, Event Management, Social Networking, Social Media, Publicity, Customer Service, Merchandising, Marketing, Social Media Marketing, Creative Writing, Sales, Microsoft Office, Retail, PowerPoint, Budgets
Education
Saddleback College 2012 — 2013
Associate of Arts (AA), English Language and Literature/Letters
Chaffey College 2009 — 2009
general, English
Mt. San Antonio College 2006 — 2008
general, English
Home September 2011 - Present
Pacific Premier Bank 2006 - 2008
New Century Mortgage 1999 - 2001
Amresco Residential Mortgage 1997 - 1999
Temporary positions January 1995 - June 1996
Guardian Federal Savings and Loan 1991 - 1994
Skills
Insurance, Loans, Credit, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Customer Service, Banking, Marketing, Team Leadership, Microsoft Word
Education
Golden West College 1979 — 1982
N/A, Business Administration - Medical
Fountain Valley High School 1973 — 1977
Diploma, General Education
Ernst & Young August 2012 - Present
Sabal Financial Group May 2012 - August 2012
Sunwest Bank September 2010 - April 2012
Hjort & Oystein February 2010 - July 2010
Cal National Bank June 2008 - August 2008
Pacific Premier Bank June 2007 - August 2007
Real Estate Investment Trust June 2006 - August 2006
Skills
Underwriting, Real Estate, Loans, Portfolio Management, Valuation, Visual Basic, Microsoft Office, Excel, Notary Public, Microsoft Excel, Accounting, Credit, Financial Analysis, Credit Risk, Cash Flow, Finance, Strategy, PowerPoint, Analysis, Financial Modeling
Education
University of California, Berkeley (May 2010) 2006 — 2010
B.A, Economics
Università Commerciale 'Luigi Bocconi' 2009 — 2009
JPMorgan Chase February 2011 - June 2013
Pacific Premier Bank April 2010 - December 2010
Pacific Premier Bank October 2008 - April 2010
Pacific Premier Bank May 2007 - October 2008
First Bank September 2006 - May 2007
Skills
Retail Banking, Portfolio Management, Loan Origination, Customer Service, Operations Management, Risk Management, Financial Analysis, Leadership, Financial Services, Deposits, Sales, Insurance
Education
Penn State University 2014 — 2016
Bachelor's Degree, Psychology
Washtenaw Community College 2013 — 2014
General Education, Psychology
Santa Barbara City College 2011 — 2013
General Education, Psychology
CommerceWest Bank September 2012 - Present
Pacific Premier Bank June 2010 - August 2012
Premier Mounts August 2004 - May 2010
PwC Consulting September 2000 - October 2001
Ernst & Young 1996 - 2000
Skills
Human Resources, Employee Relations, Employee Benefits, Organizational..., Organizational..., Strategic Planning, Coaching, Payroll, Benefits Administration, Events, HRIS, Safety, Training, Writing, CRM, Program Management, Banking, Leadership, Mergers & Acquisitions, Analysis, Team Building, Management, Recruiting, Talent Management, Employee Engagement, Succession Planning, Personnel Management, Talent Acquisition, Onboarding, Deferred Compensation
Education
University of Miami 1987 — 1989
Bachelor of Science (BS), Chemical Dependency Counseling
Pacific Premier Bank April 2015 - Present
AVANA Capital April 2011 - April 2015
Stonebridge Capital Management June 2010 - May 2011
Transamerica Investment Management June 2009 - December 2009
Parsons Global Services March 2006 - September 2007
KBR (Halliburton) April 2004 - February 2006
United States Marine Corps September 1997 - December 2001
Skills
Proficient user of..., Fluent Russian Speaker..., Commercial real estate..., Project Finance, Financial Analysis, Financial Modeling, Russian, Appraisals, Asset Management, Equities, Business Development, Loans, Real Estate, Analysis, Business Planning, Valuation, Contract Negotiation, Private Equity, Finance, Due Diligence, Investments, Small Business Lending, Financial Risk, Project Management, Commercial Real Estate, Credit Analysis, Funding, Commercial Mortgages, Portfolio Management, Small Business, Real Estate Economics, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA, Real Estate & Finance
Portland State University - School of Business 2001 — 2004
B.A., Finance, minor in International Business
SchoolsFirst Federal Credit Union October 2014 - Present
SchoolsFirst Federal Credit Union May 2014 - October 2014
SchoolsFirst Federal Credit Union July 2013 - May 2014
Pacific Premier Bank October 2012 - July 2013
Thompson National Properties, LLC February 2011 - October 2012
SchoolsFirst Federal Credit Union June 2008 - March 2011
Grubb & EllisBRE Commercial September 2006 - June 2008
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Budgets, Finance, General Ledger, Portfolio Management, Auditing, Accounting, Variance Analysis, Journal Entries, Asset Management, Accruals, Analysis, Cash Flow, Financial Statements, Mergers, Banking, Risk Management, Process Improvement, Business Analysis
Education
Damascus University 2001 — 2004
Bachelor Degree, Accounting
First Foundation, Inc. September 2008 - Present
Pacific Premier Bank April 1998 - May 2008
Skills
Cash Management, Financial Reporting, Banking, SEC filings, Commercial Banking, Finance, Financial Analysis
Education
California State University-Long Beach 1983 — 1987
B.A., Economics
Citibank September 2015 - Present
Pacific Premier Bank May 2015 - September 2015
Citibank June 2014 - January 2015
Citibank July 2012 - May 2014
Citibank March 2009 - June 2012
Citibank September 2007 - February 2009
Union Bank August 2006 - August 2007
Skills
Banking, Credit, Loans, Financial Analysis, Customer Service, Risk Management, Portfolio Management, Finance, Management, Financial Services, Retail Banking, Credit Analysis, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Risk, Credit Cards, Relationship Management, Cross Selling, Cash Management, Loan Origination
Education
Los Amigos High School 2004 — 2006
California State University-Fullerton
Pacific Premier Bank June 2014 - Present
American Security Bank May 2004 - May 2014
Skills
Commercial Lending, Customer Service, Loans, Credit, Banking, Commercial Banking, Risk Management, Small Business Lending, Portfolio Management, Loan Origination, Underwriting, Credit Risk, Commercial Loan...
Education
Indiana State University 1980 — 1982
Business Administration and Management, General
NOW CFO February 2015 - Present
Pacific Premier Bank July 2012 - July 2014
Skills
Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Deposits, Retail Banking, Commercial Lending, Commercial Mortgages, Risk Management, Lines Of Credit, Mortgage Lending, Underwriting, SBA, Consumer Lending, Asset Based Lending, Loan Origination, Portfolio Management, Credit Risk, Real Estate Economics, Refinance, Business Loans, Financial Services, Cross Selling, SBA 504, Investment Properties, Commercial Finance, Bridge Loans, C, Commercial Real Estate, Financial Analysis, Finance, Customer Service, Residential Mortgages, Sales, Microsoft Office, Relationship Management, Strategic Planning, Leadership, New Business Development, Management, Business Development
Education
California State University-Long Beach 2007 — 2010
Bachelor's Degree, Sociology
Whole Foods Market August 2014 - Present
MACY'S March 2014 - August 2014
PACIFIC PREMIER BANK April 2012 - August 2013
PALM DESERT NATIONAL BANK March 2007 - April 2012
RITE AID November 2004 - March 2007
SPEED PHOTO July 1997 - July 2004
Skills
Customer Support, Retail Banking, Back Office, Cash Handling, Payroll, Scheduling, Communication, Administration, Staff Supervision, Employee Training, Retail Buying, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Satisfaction, Customer Retention, Receptionist Duties, Customer Service
Education
Los Angeles Harbor College
Liberal Arts and Sciences, General Studies and Humanities
Contractor/Consulting May 2014 - Present
Pacific Premier Bank January 2013 - June 2013
Gateway Bank, FSB February 2012 - January 2013
Southwest Securities July 2004 - May 2010
Popular Warehouse Lending May 2003 - June 2004
First Collateral Services September 2000 - May 2003
First Collateral Services May 1997 - September 2000
Skills
Broker - California..., Credit, Loans, Mortgage Lending, Mortgage Banking, Credit Analysis, Accounting, Loan Origination, Auditing, Residential Mortgages, Relationship Management, Management, Financial Services, Finance, Due Diligence, Real Estate, Credit Risk, Underwriting, Risk Management, Executive Management, FHA, Sales, Banking, Sales Management, Commercial Lending, Warehouse Lending, Account Management, Site Visits, New Business Development, Business Development
Education
School of Mortgage Banking (Mortgage Bankers Association) 1996 — 1999
Graduated, Accredited Mortgage Professional
Cal Poly San Luis Obispo 1988 — 1991
Bachelor of Science (B.S.), Business Administration, Finance
Pacific premier Bank July 2007 - Present
Skills
Banking, Credit Analysis, Loans, Commercial Lending, Microsoft Excel, Commercial Banking, Retail Banking, Risk Management, Deposits, Consumer Lending, Finance, Credit, Small Business Lending, Mortgage Lending, Cash Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Pacific Premier Bank April 2015 - Present
US Bank July 2007 - April 2015
Frandsen Corporation January 2005 - June 2007
US Bank March 2001 - January 2005
U.S. Bancorp / Piper Jaffray October 1998 - March 2001
Med-Compass Inc. June 1992 - October 1998
Skills
Relationship Management, Banking, Financial Services, Consumer Lending, Loans, Commercial Banking, Marketing, Investments, Small Business Lending
Education
St. Cloud State University - Herberger Business School 1988 — 1993
BS, Mass Communications / Business Marketing
Kaiser Permanente July 2014 - Present
Kaiser Permanente March 2005 - June 2014
Pacific Premier Bank February 2000 - August 2002
Skills
Healthcare, Hospitals, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Clinical Research, Event Planning, Patient Safety, ACLS, EKG, Acute Care, EMR, Medication Therapy..., NRP, Direct Patient Care, Respiratory Therapy, Emergency Room, Vital Signs, HIPAA, Critical Care, Patient Education, Medical Terminology, Cpr Certified, CPR Certified, BLS, ICU, PALS
Education
Concorde Career College-San Bernardino 2012 — 2013
Associate's degree, Respiratory Care Therapy/Therapist
Concorde San Bernardino 2012 — 2013
Associate's degree, Respiratory Care Therapy/Therapist
JPMorgan Chase September 2011 - Present
Pacific Premier Bank December 2009 - September 2011
BBVA Bancomer / Compass Bank May 2007 - September 2009
Washington Mutual Bank / Chase Bank September 2004 - May 2007
American Bancorp October 1996 - August 2004
Sanwa Bank / Bank Of The West January 1992 - June 1996
Skills
Private Equity, SBA, Loans, SBA 504, Banking, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Mortgage Lending, Finance, Business Development, Portfolio Management, Investments, Risk Management, Cash Management, Financial Analysis, Commercial Mortgages, Deposits
Education
Clayton University 2006 — 2008
MBA, Finance
California State University-San Bernardino 1993 — 1995
Finance
Citrus College 1991 — 1994
A.S., Business Administration
Techcode US Accelerator Inc. October 2015 - Present
Agora Intelligence, Inc. (Ai) May 2015 - August 2015
Agora Intelligence January 2015 - May 2015
Pacific Premier Bank July 2014 - March 2015
Bay Alarm Company December 2013 - June 2014
Startup Weekend April 2014 - April 2014
University of San Francisco September 2012 - August 2013
Whittier College August 2009 - May 2012
Union Bank May 2011 - August 2011
Whittier College January 2010 - January 2011
Skills
Start-ups, Sales, Leadership Development, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Research, Customer Service, Event Planning, Public Relations, Fundraising, Event Management, Higher Education, Teaching, Leadership, Community Outreach, Student Development, Student Affairs, Program Management, Management, Marketing, Entrepreneurship, Supply Chain Management, Logistics, entr, Innovation
Education
University of San Francisco - Masagung Graduate School of Management 2012 — 2013
Joint Master of Global Management and Entrepreneurship, Entrepreneurship/Entrepreneurial Studies, Graduate
Whittier College 2008 — 2011
Business Administration, International Business, Management, Entrepreneurship
Servite High School 2004 — 2008
Katchko, Vitiello & Karikomi, PC August 2014 - Present
Pacific Premier Bank May 2014 - August 2014
California State University, Dominguez Hills December 2011 - May 2013
Skills
Microsoft Excel, Research, Customer Service, Microsoft Word, Social Media, PowerPoint, Westlaw, Legal Writing
Education
Pepperdine School of Law 2013 — 2016
California State Dominguez Hills 2008 — 2013
Mathematics
Universal Bank September 2015 - Present
Pacific Premier Bank November 2005 - September 2015
Kindred Healthcare/ La Veta Healthcare Center November 1987 - July 2005
Skills
Payroll, Benefits, Mergers, ADP, Employee Benefits, Kronos, Customer Service, Outlook, Banking, Employee Relations, Training, Microsoft Excel, Garnishments, FMLA, Union, Open Enrollment, Microsoft Office, Accounts Payable, Salary, 401k, Payroll Taxes, Spreadsheets, Invoicing, Hiring, HR Policies, New Hire Orientations, Accounting, ADP Payroll, Credit, Deposits, ADP ReportSmith, Ceridian, Cash Management, ADP HRB, Management, Applicant Tracking..., Benefits Administration, COBRA, Leave of Absence, Compensation & Benefit, Ultipro, I-9 Compliance, FLSA, SPHR, Mergers & Acquisitions, HRIS Database Management
Education
Fullerton College 2000 — 2001
Accounting
El Modena High School 1982 — 1984
Dipolma, general
Roswell HIgh School 1980 — 1981
General
Pacific Premier Bank November 2014 - Present
US Bank 2000 - October 2014
Bank of Commerce 1994 - 1999
Grubb & Ellis Commercial Real Estate May 1986 - December 1993
Skills
Commercial Mortgages, Real Estate Economics, Commercial Lending, SBA, SBA 504, Real Estate Financing, Mortgage Lending, Loans, Small Business Lending, Commercial Real Estate, Real Estate, Underwriting, Investment Properties, Refinance, Portfolio Management, Lines Of Credit, Construction Loans, Credit, Investments, Commercial Banking, Financial Structuring, Brokerage, Mortgage Banking, Funding, Loan Origination, Asset Based Lending, Consumer Lending, FHA, Finance, Credit Analysis
Education
Tulane University - A.B. Freeman School of Business 1982 — 1986
BSM, Business Management
St. Bonaventure High School, Ventura 1980 — 1982
Diploma, High School
First Citizens Bank January 2015 - Present
Bridge Bank June 2013 - January 2015
Pacific Premier Bank February 2012 - June 2013
Wells Fargo Bank February 2011 - February 2012
CIT- Small Business Lending July 2006 - February 2011
Comerica Bank July 2005 - July 2006
Sunwest Bank July 2004 - July 2005
Wells Fargo Bank January 2002 - July 2004
Bank of America May 1997 - December 2001
Skills
Financial Analysis, Strategic Planning, Small Business, Real Estate, Loan Origination, Mortgage Banking, Risk Management, Treasury Management, Team Building, Cash Management, Cross Selling, Finance, Retail Banking, Sales Management, Relationship Management, SBA Lending, Management, Leadership, Loans, Coaching, Negotiation, Integrity, Training, Time Management, Business Development, SBA, Sales, New Business Development, Customer Service, Networking, Social Media Marketing, Customer Retention, Social Networking, Start-ups, Analysis
Education
Business Academy School 2001 — 2002
Business Certificate -, Business Banking, Business Industry
Executive Management School 1996 — 1997
Certificate -, Management, and Marketing
California State University-Los Angeles 1988 — 1992
BS, Criminal Justice
Pacific Premier Bank March 2013 - Present
Fullerton Community Bank/Business Community Capital February 2004 - March 2012
California Bank & Trust January 2003 - January 2004
Commercial Capital Bank June 2002 - December 2002
Hawthorne Savings May 2001 - June 2002
Morgan Stanley January 1999 - May 2001
La Jolla Bank, FSB April 1992 - January 1999
Bank of America June 1988 - March 1992
Education
California State University-Long Beach 1984 — 1988
Bachelor of Arts, Economics
Orange Coast College 1982 — 1984
Associate of Arts, Liberal Arts
Pacifica High School
Pacific Premier Bank August 2013 - Present
KG Tees December 2011 - Present
Civil Solutions Inc. November 2011 - April 2013
HYPE Social Media February 2011 - November 2011
O2 Max Fitness September 2009 - December 2009
Skills
Social Media, Social Media Marketing, Brand Development, Facebook, Twitter, Marketing Strategy, Creative Strategy, Microsoft Excel, PowerPoint, Outlook, Marketing Communications, Social Networking, Marketing, Human Resources, Management
Education
Loyola Marymount University 2006 — 2010
BA, Marketing, Entrepreneurship
Kinecta Federal Credit Union June 2013 - Present
Capistrano Unified School District September 2011 - June 2013
Barney and Barney, LLC September 2011 - January 2012
California Bank & Trust November 2010 - April 2011
Red Mountain Retail Group, Inc. December 2007 - April 2009
Pacific Premier Bank September 2003 - November 2007
U.S. Bank November 1999 - September 2003
Southern California Bank~US BANK Corp April 1998 - November 1999
MGM Mortage Company September 1997 - April 1998
Jones & Associates January 1995 - January 1997
Skills
Loans, Credit, Mortgage Lending, Insurance, Management, Banking, Finance, Loan Servicing, Training, Underwriting, Investment Properties, Strategic Planning, Investments, Portfolio Management, Sales, Due Diligence, Marketing, Commercial Lending
Education
LIU Post
Bachelor of Science., Business Administration
Nassau Community College
A.A.S., Marketing and Management
H&R Block January 2006 - April 2015
Federal Signal Technologies October 2011 - January 2012
Graphic Communications International July 2007 - July 2011
Graphic Communications Corporation July 2007 - July 2011
Caulk, Inc January 1999 - January 2010
Allegiance (currently Baxter) January 1997 - January 2010
Pacific Premier Bank January 2000 - July 2007
Riverside Flood Control via Thomas Staffing January 1998 - January 2005
Specialty Sales and Services January 1993 - January 1994
Hershey Door Co., Inc January 1989 - January 1992
Skills
Cash Management, Analysis, Invoicing, Accounting, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, Forecasting, Mas 90, Account Reconciliation, Financial Statements, Financial Analysis, Financial Reporting, Bank Reconciliation, GAAP, Balance Sheet, Strategic Planning, Payroll, Accounts Payable, Monthly Close, Cash Flow, Sales, Customer Service, Balance, Budgets, Microsoft Excel, Purchasing, Fixed Assets, General Ledger, Cash Flow Forecasting, Small Business, Management, Expenses, Accruals, Human Resources
Education
California State University-Fullerton
B.A, Business Administration
Mt. San Antonio College
Certificate, Accounting
Partners Bank of California May 2015 - Present
Partners Bank of California April 2013 - Present
Commercial Bank of Ca-Temp December 2012 - March 2013
Plaza Bank January 2012 - November 2012
Grandpoint Bank June 2010 - December 2011
International City Bank June 2009 - January 2010
Pacific Premier Bank May 2006 - June 2009
CommerceWest Bank July 2003 - May 2006
US Bank June 1990 - February 2003
Skills
Loans, Credit, Credit Analysis, Commercial Lending, Financial Analysis, Underwriting, Portfolio Management, Loan Servicing, Real Estate, Funding, Commercial Banking, Small Business Lending, Banking, Commercial Mortgages, Credit Risk, Auditing, Mortgage Lending, Analysis, Lines Of Credit, Loan Origination, Finance, SBA, Asset Based Lending, Cross Selling, Relationship Management, Risk Management, Financial Services, Payments
Education
Los Angeles City College 1990 — 1991
Certificate, Accounting I
El Camino College 1989 — 1990
Certificate, Commercial & Consumer Lending
Anaheim Union High
Pacific Premier Bank September 2012 - Present
Wells Fargo Bank January 2007 - September 2012
Brownes Flowers October 2003 - May 2011
Skills
Retail Banking, Team Leadership, Team Member Development, Sales Management, Audit Compliance, Risk Management, Opening New Accounts, Hiring Manager, Customer Service..., Volunteering, Cash Handling Experience, Administrative Work, Small Business Lending, Quality Auditing, Team Building, Banking, Analysis, Customer Service, Loans, Hands-on Problem Solver, Sales, Commercial Banking, Mortgage Lending, Consumer Lending, Management
Education
Dana Hills High School
Saddleback College
Central Desktop, a PGi company August 2015 - Present
Give Blood Play Hockey Foundation 2007 - Present
Central Desktop, a PGi company January 2015 - August 2015
Pacific Premier Bank May 2011 - August 2013
Skills
SaaS, Cold Calling, Salesforce.com, sales, Sales Process, Software, Cloud Computing, Banking, Economics, Commercial Banking, Microsoft Excel, B2B software, New Business Development, Credit Analysis, Microsoft Office, Commercial Lending, Loans, Credit, Portfolio Management, Apple Pages, Apple Numbers, Public Speaking, Social Media
Education
Penn State University 2010 — 2014
Bachelor's Degree, Economics
Mater Dei High School 2006 — 2010
High School, High School Diploma
Affinity Medical Technologies July 2011 - Present
Pacific Premier Bank 2005 - July 2011
Interchange Corporation 2001 - 2005
Skills
Employee Relations, Employee Benefits, Team Building, Applicant Tracking..., Payroll, FMLA, ADP Payroll, Recruiting, Human Resources, Succession Planning, Compensation & Benefit, SPHR, Deferred Compensation, Workforce Planning, Training, Talent Acquisition, Onboarding, 401k, Workers Compensation, Employee Handbooks, Hiring, Benefits Administration, New Hire Orientations, Affirmative Action, Job Descriptions, Staffing Services, Compensation
Education
Pepperdine University
BA Business/Comm.
Pacific Premier Bank June 2013 - Present
Skills
Commercial Lending, Loans, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Credit, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Underwriting, Portfolio Management
Education
California State University-Long Beach 1981 — 1982
BS in Finance
Pepperdine University 1977 — 1981
Pacific Premier Bank July 2014 - Present
Capri Consulting September 2000 - Present
Opus Bank August 2013 - July 2014
Opus Bank May 2012 - August 2013
Aurora Bank September 2009 - May 2012
iStar Financial 2004 - 2009
Fremont Investment and Loan 2004 - 2007
Cal National Bank 2001 - 2004
Los Angeles Junior Chamber of Commerce 1996 - 2001
Alliant Asset Management 1999 - 2000
Skills
Loans, Underwriting, Due Diligence, Valuation, Debt, Construction Loans, Leases, Equities, Real Estate Economics, Real Estate, Commercial Lending, Commercial Real Estate, Asset Managment, Mortgage Lending, Real Estate Development, Workout, Negotiation, Networking, Loan Modifications, Asset Management, Banking, Disposition, Finance, Investment Properties, Commercial Mortgages, Credit, Investments, Mergers & Acquisitions, Private Equity, Real Estate Financing, Property Management, Foreclosures, REO, Structured Finance, Residential Homes, Property, Investors, Real Estate Transactions, Loan Origination, Loan Servicing, Brokerage, Financial Structuring, Dispositions
Education
Loyola Marymount University, College of Business Administration 2001 — 2004
MBA, Management
University of Southern California - Marshall School of Business 1989 — 1992
Bachelor of Science, Business/Real Estate
University of Arizona, School of Architecture 1986 — 1988
Architecture
Fountain Valley High School 1982 — 1986
Gen Ed
Pacific Premier Bank June 2012 - February 2013
Briones Realty June 2005 - March 2011
Automatic Data Processing (ADP) May 2001 - May 2005
Skills
C#, C++, SQL, JavaScript, Java, Windows (95, 98, 00),..., Multi-line phone..., MS office 98/2000/2003..., Analysis, Software Documentation
Education
University of Phoenix 2001 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
DeVry University-California 1998 — 2001
Bachelor's degree, Computer and Information Sciences, General
Union Bank March 2010 - Present
Pacific Premier Bank December 2003 - January 2009
Fremont 1998 - 2003
Education
University of Houston 2000 — 2004
Bachelor, Finance
Pacific Premier Bank January 2013 - Present
Pacific Premier Bank 2006 - Present
Skills
Credit, Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Deposits, Banking, Business Loans, Consumer Lending, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Loan Origination, SBA, Finance
Education
Penn State University 2000 — 2005
Pacific Premier Bank December 2005 - Present
Steven G. Pitt Consulting & Compliance 2002 - December 2005
Metabolife International 1999 - 2002
computer learning center 1997 - 1999
Education
Western State University College of Law 1990 — 1993
Juris Doctorate
Brigham Young University 1978 — 1982
B.A., Environmental Design
Herbalife July 2010 - Present
Pacific Premier Bank November 2005 - July 2010
STEVEN G. PITT CONSULTING August 2002 - November 2005
Skills
Auditing, Policy, Program Management, Banking, FDA, Customer Service, Public Speaking, Microsoft Office, Strategic Planning, Leadership, Management, Microsoft Excel, Training, Team Building, Real Estate, Marketing, Process Improvement, New Business Development, Project Management, Negotiation, Financial Analysis
Education
Western State University College of Law 1990 — 1993
J.D., Law
Brigham Young University 1979 — 1982
B.A., Design
Greenbox Loans, Inc. March 2014 - March 2015
Pacific Premier Bank September 2012 - September 2013
Chase April 2011 - August 2012
CUSO Mortgage, Inc. 2009 - 2011
CitiMortgage, Inc. August 2007 - March 2008
Citi Home Equity August 2005 - July 2007
Fannie Mae 1997 - 2005
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Credit, Credit Risk, Sales, Management, Underwriting, Leadership, Relationship Management, Loan Origination, Capital Markets, Funding, Portfolio Management, Residential Mortgages, Banking, Refinance, Credit Analysis
Education
Azusa Pacific University 1999 — 2000
Pacific Premier Bank September 2012 - Present
Pacific Mercantile Bank December 2005 - September 2012
New Century Mortgage March 2003 - December 2005
Skills
Employee Relations, Employee Benefits, Recruiting, Process Improvement, Coaching, Talent Acquisition, Human Resources
Education
California State University-Fullerton
Bachelor's Degree, Business Administration, Human Resources
Chapman University
Master's Degree, Human Resources
Pacific Premier Bank April 2014 - Present
Pacific Premier Bank November 2008 - Present
Vineyard Bank February 2005 - February 2008
Compushare May 1993 - February 2005
Skills
Disaster Recovery, Security, Banking, Business Continuity, Information Security, Risk Management, Data Center, Vendor Management, Virtualization, Strategic Planning, Project Management, IT Management, Operations Management, Cloud Computing, Process Improvement, IT Strategy, Network Security, Information Technology, Network Architecture, Program Management
Education
DeVry Institute of Technology 1996 — 1998
Bachelor of Science, Computer Information Systems
Mt. San Antonio College 1993 — 1996
Associate in Arts, Lberal Arts
Coast Composites, Inc. June 2008 - Present
Pacific Premier Bank 2005 - Present
M. C. Gill Corporation April 1996 - December 2007
M. C. Gill Corporation April 1996 - May 1998
The Quikset Organization 1980 - 1995
Deloitte & Touche 1978 - 1980
United States Army 1969 - 1971
United States Army 1969 - 1971
Skills
Corporate Governance, Manufacturing, Aerospace, Process Improvement, Business Development, Strategic Planning, Continuous Improvement, Leadership, Strategy, Six Sigma, Management, Lean Manufacturing, Sales Management, Program Management, Cross-functional Team..., Business Strategy, Marketing Strategy, New Business Development, Operations Management, Team Building, Negotiation, Team Leadership, Finance, Organizational..., Budgets, Project Management, Product Development, Financial Analysis, Business Planning, Training, Executive Management, Analysis, Contract Negotiation, Mergers & Acquisitions, Start-ups, Change Management, P&L Management, Business Process..., Supply Chain Management, Sales, Management Consulting, Strategic Partnerships, Forecasting, Supply Chain, Competitive Analysis, CRM, Process Engineering, Account Management, Due Diligence, Corporate Development
Education
California State University-Fullerton 1975 — 1978
Golden West College 1972 — 1975
AA, Business
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
Pacific Premier Bank June 2013 - Present
San Diego Trust Bank September 2003 - June 2013
US Bank 1995 - 2003
Skills
Budgets, Loans, Risk Management, Commercial Banking, Credit, Change Management, Project Management, Strategic Planning, Commercial Lending, Banking, Consumer Lending, Lines Of Credit, Credit Analysis, Retail Banking, Cash Management, Mortgage Lending, Small Business Lending, Portfolio Management, Credit Risk, Management
Education
Alliant International University-San Diego Scripps Ranch 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
PennyMac CREF February 2015 - Present
Sabal Financial Group LP July 2014 - February 2015
Independent Consultant July 2013 - July 2014
Opus Bank April 2011 - June 2013
Aurora Bank FSB June 2009 - April 2011
Pacific Premier Bank December 2008 - June 2009
Lehman Brothers Small Business Finance November 2006 - December 2008
Commercial Capital Bank 2004 - 2006
County of Orange January 2003 - June 2004
KPMG 1998 - 2003
Skills
Banking, Financial Analysis, Credit, Financial Modeling, Financial Reporting, Mortgage Banking, Internal Audit, Internal Controls, Risk Management, Risk Assessment, SOX Compliancy, Compliance, Due Diligence, Sarbanes-Oxley Act, Cash Management, Loans, Finance, Financial Risk, Operational Risk..., Credit Analysis, Enterprise Risk..., Financial Services, Business Process, Auditing, Sarbanes-Oxley, COSO, Leadership, Financial Audits
Education
Boise State University 1992 — 1997
BBA, Accounting
Kinecta Federal Credit Union October 2014 - Present
MK Commercial 2014 - Present
Pacific Premier Bank 2012 - 2014
Premier Commercial Bank 2011 - 2012
Plaza Bank 2008 - 2011
Lehman Brothers Bank 2006 - 2008
Skills
Financial Reporting, Commercial Mortgages, Credit, Loans, Credit Analysis, Loan Origination, Commercial Banking, Commercial Lending, SBA, Small Business Lending, Underwriting, Mortgage Lending, Banking, Portfolio Management, Mortgage Banking
Education
Central Washington University 2000 — 2004
B.A.
pacific premier bank Branch ManagerUS BankFebruary 2004 - April 2006
Education
Devi Ahilya Vishwavidyalaya 1972 — 1975
Bachelors in Science, Chemistry, Botony, Zoology
Pacific Premier Bank March 2009 - Present
1st Centennial Bancorp June 2008 - March 2009
PFF Bank & Trust 2003 - 2008
Skills
Cash Management, Credit, Banking, Loans, Accounting, Commercial Lending, Commercial Banking, General Ledger, Financial Analysis, Treasury Management, Finance, Financial Reporting, Credit Analysis, Sarbanes-Oxley Act
Education
Montclair State University 1972 — 1977
BS, Accounting/Business Administration
The Business SoftSkills Company 2013 - Present
SensyTouch November 2012 - April 2013
Pacific Premier Bank 2011 - 2012
Lehman Brothers / Aurora Bank 2007 - 2011
New Century Mortgage 2003 - 2007
Shea Integration Solutions November 2001 - 2003
QPS Inc December 2000 - November 2001
Ethentica Corp May 2000 - December 2000
IPIX Corporation 1998 - 1999
PE Logic May 1994 - 1998
Skills
Sales Management, International Sales, Sales Operations, New Business Development, Building Relationships, Organizational..., Sales Presentations, Video Presenter, Liaison, Business Development, Start-ups, Vertical Market..., Entrepreneurship, Sales, Executive Management, Training
Education
UC Irvine
Bachelor of Science (BSc), Biology/Biological Sciences, General
Pacific Premier Bank April 2015 - Present
Sunwest Bank March 2012 - April 2015
Pacific Mercantile Bank October 2011 - February 2012
Pacific Mercantile Bank May 2009 - September 2011
Grant Thornton August 2003 - May 2009
Education
California State University-Fullerton 2000 — 2003
BA, Accounting
Golden Bank, N.A. December 2013 - Present
Pacific Premier Bank April 2012 - November 2013
United Central Bank August 2009 - March 2012
California National Bank May 2007 - August 2007
Premier Commercial Bank March 2005 - April 2007
Skills
Loans, Credit, Portfolio Management, Finance, Financial Analysis, Underwriting
Education
California State University-San Bernardino
B.A, Business Finance
Pacific Cascade Group January 2008 - Present
Pacific Premier Bank January 2006 - December 2007
Skills
Financial Modeling, Analysis, Investments, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
University of Maryland College Park 2003 — 2005
MBA
Capital Source a division of Pacific Western Bank June 2014 - Present
Pacific Premier Bank February 2013 - June 2014
Community Bank September 2011 - February 2013
South County Bank May 2010 - September 2011
Popular Small Business Capital 2006 - 2010
Skills
SBA, Commercial Lending, Small Business Lending, Finance, Client Education, Commercial Finance, Real Estate, Loans, Manage Client..., Commercial Real Estate, Commercial Mortgages, Investment Properties, Small Business
Education
Chapman University
BA
Open Bank April 2010 - Present
Duncan Consulting January 2000 - Present
Nara Bank 2006 - 2009
Pacific Premier Bank 2000 - 2005
Hawthorne Savings 1994 - 2000
Skills
Risk Management, Strategic Planning, Budgets, Customer Service, Human Resources, Auditing, Banking, Commercial Banking, Due Diligence, Organizational..., Management, Performance Management, Training, Leadership, Security, Financial Risk, Vendor Management, Commercial Lending, Operations Management, Executive Management, Finance, Internal Audit, Employee Benefits, Credit, Mergers & Acquisitions, AML, Portfolio Management
Education
Azusa Pacific University 2008 — 2009
MA, Leadership and Organizational Studies
Cathay Bank April 2013 - Present
Nationwide Support Services February 2009 - November 2011
Pacific Premier Bank September 2005 - February 2008
Orange County's Credit Union April 2005 - July 2005
Banco Popular North America October 2004 - April 2005
Quaker City Bank (merged with BPNA) January 1999 - October 2004
Coast Federal Bank (merged with Home Savings then WAMU) October 1988 - December 1998
Commerce Bank of San Luis Obispo 1987 - 1988
Fidelity Savings (merged with Citicorp Savings) 1981 - 1987
Skills
Training, Employee Training, Call Centers, Banking, Employee Relations, Team Building, Team Leadership, Change Management, Management, Employee Engagement, Coaching, Consumer Lending, Leadership, Process Improvement, Cross Selling, Performance Improvement, Recruiting, Investments, Training Delivery, Onboarding, Performance Management, Leadership Development, Talent Management, Talent Acquisition, Debt Settlement, E-Learning, Research, Succession Planning
Education
Tustin High School
University of California, Irvine
BA
Pacific Premier Bank July 2014 - Present
United Central Bank August 2005 - August 2014
Nevada State Bank 2004 - 2005
Washington Mutual Bank 2001 - 2004
First Security Bank 1999 - 2001
Colonial Bank 1998 - 1999
Southern California Bank 1995 - 1998
Valley Bank 1993 - 1997
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit, SBA, Credit Analysis, Banking, Commercial Mortgages, Loan Origination, Loan Servicing, Consumer Lending, Lines Of Credit, Credit Risk, Loan Closings, Retail Banking, Financial Analysis, Mortgage Lending, Underwriting, Commercial Finance, Portfolio Management, Finance, Real Estate Financing, Due Diligence, Real Estate Economics, Financial Risk, Construction Loans, Risk Management, Refinance, Asset Based Lending, Financial Structuring, LaserPro
Education
University of Phoenix
Business Administration and Management, General
Pacific Premier Bank August 2012 - Present
Borrego Springs Bank April 2011 - June 2012
Excel National Bank 2007 - April 2011
Temecula Valley Bank 2007 - 2007
Skills
Business Development, Commercial Lending, Credit, Credit Analysis, Loans, Finance, Small Business Lending, Underwriting, Commercial Mortgages, Mortgage Lending, Banking
Education
California State University-Fresno 2005 — 2008
Bachelors of Science, Finance
Pacific Premier Bank November 2014 - Present
Wells Fargo January 2013 - November 2014
Texas Capital Bank 2009 - 2012
Comerica Bank June 2006 - January 2009
Comerica Bank October 1994 - June 2006
BANK ONE, TEXAS, N.A. - PARENT COMPANY January 1990 - January 1994
Skills
Small Business Lending, Loans, Banking, Portfolio Management, SBA, Lines Of Credit, AFS Level III, Business Development, Commercial Real Estate, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Finance
Education
University of Texas
Associate of Arts, Business
Richland College
Tyler Junior College
Pacific Premier Bank August 2014 - Present
Sterling Bank April 2010 - August 2014
Excel National Bank February 2005 - April 2010
Temecula Valley Bank January 2000 - February 2005
Skills
Mortgage Lending, Commercial Banking, Real Estate, SBA, Lines Of Credit, FHA, Credit, Commercial Real Estate, Commercial Lending, Real Estate Financing, Small Business Lending, Loan Origination, Portfolio Management, Underwriting, Commercial Mortgages, Strategy, Loans, Finance, Brokerage, Real Estate Economics, Banking, Credit Analysis, SBA 504, Asset Based Lending, USDA, Refinance
Education
Brigham Young University 1981 — 1986
BS, Business Management/Finance/Accounting
Pacific Premier Bank September 2015 - Present
Neighborhood National Bank November 2011 - Present
Notary Public January 2006 - Present
Pacific Commerce Bank September 2013 - September 2015
Seacoast Commerce Bank March 2009 - February 2011
Security Business Bank October 2006 - February 2009
Security Businss Bank 2006 - 2009
Skills
Loans, Credit, Small Business Lending, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Lines Of Credit, RESPA, Commercial Real Estate, Loan Origination, Mortgage Lending, Notary Public, Portfolio Management, SBA, Cash Management, Commercial Mortgages
Education
Kaplan College 2004 — 2005
Paralegal, Paralegal
California State University-Sacramento 1997 — 2003
B.S., Criminal Justice
Pacific Premier Bank August 2004 - Present
Education
Santa Ana College 1999 — 2001
Pacific Premier Bank 2012 - Present
Palm Desert National Bank 2009 - 2012
Education
California Western School of Law 2006 — 2008
JD, Law
California State Polytechnic University-Pomona
Pacific Premier Bank June 2015 - Present
Pacific Premier Bank April 2014 - Present
Pacific Mercantile Bank October 2013 - March 2014
Farmers & Merchants Bank of Long Beach January 2013 - September 2013
Farmers and Merchants Bank August 2012 - January 2013
Farmers & Merchants Bank of Long Beach February 2005 - August 2012
Inland Empire National Bank November 2003 - February 2005
Citizens Business Bank July 1999 - October 2003
Pitney Bowes February 1998 - July 1999
Christian Discount Book Center 1992 - 1998
Skills
Credit Analysis, Internal Audit, Commercial Banking, Consumer Lending, Commercial Lending, Commercial Leasing, Commercial Real Estate, Asset Based Finance, Asset Based Lending, Asset Backed Lending, Asset Backed Financing, Commercial Lines, Lease Financing, Banking, Small Business Lending, Loans, Finance, Lines Of Credit, Underwriting, Credit, Portfolio Management, Commercial Mortgages, Loan Origination, Retail Banking, Cash Management, SBA, Leadership, Mortgage Banking
Education
California State University-Long Beach 1986 — 1992
Humanites & Marketing, German & Marketing
Golden West College 1992 — 1995
Business Administration and Management, General
Carl von Ossietzky Universität Oldenburg 1990 — 1990
Bachelor of Arts (BA), Germanic Languages, Literatures, and Linguistics
Union Bank August 2013 - Present
CashCall, Inc. September 2012 - August 2013
Pacific Premier Bank July 2010 - September 2012
Union bank August 2005 - July 2010
Skills
Appraisals, Credit, Credit Analysis
Education
Cal State Fullerton
Pacific Premier Bank 2007 - Present
FRAZER, LLP August 1977 - Present
Skills
Tax, CPA
Education
Golden Gate University
MS, Masters in Taxation
Lewis and Clark College
BS, Accounting
Pacific Premier Bank April 2014 - Present
Pacific Mercantile Bank December 2009 - January 2013
First California Bank February 2006 - October 2008
Poway Unified School District 1999 - 2004
Skills
Life Insurance License, Premium Financing, Asset Based Lending, Credit, Banking, Commercial Mortgages, Asset, Finance, Funding, Portfolio Management, Relationship Management, Business Relationship..., Risk Management, Operational Risk, Credit Risk, Risk Assessment, Financial Risk
Education
National University 2001 — 2004
MBA
National University 1999 — 2001
BS, Financial Management
Pacific Premier Bank December 2014 - Present
First Community Bank April 2013 - December 2014
Borrego Springs Bank June 2007 - April 2013
Skills
Loans, Investment Properties, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Real Estate, Event Planning, Real Estate Financing, Underwriting, USDA, Customer Service, Real Estate Economics, Small Business, Loan Origination, Credit, SBA, Lines Of Credit, Commercial Banking, Mortgage Lending, Financial Structuring, Asset Based Lending, SBA 504
Education
California State University, Fresno 1973 — 1977
Bachelor's degree, Agriculture, General
Pacific Premier Bank May 2013 - Present
Self-employed January 2013 - May 2013
Luther Burbank Savings January 2010 - May 2012
OneWest Bank July 2009 - December 2009
Community Bank August 2008 - July 2009
Nara Bank November 2000 - July 2008
Skills
Community Reinvestment..., Regulation B, Fair Lending, CRAWiz, HMDA, Banking, Broker Management, CRA-HMDA Analysis, Lending, Credit, Loans, Analysis, Brokers, Fairs, Business Development, Regulations, OFAC, Cash Management, Finance, Financial Institutions, Management, Commercial Lending, Risk Management, Mortgage Lending, Credit Analysis, Portfolio Management
Education
University of California, Los Angeles 1984 — 1985
Bachelor's of Science, Kinesiology
University of California, Berkeley 1980 — 1983
US Bank February 2012 - Present
Imperial Capital Bank/City National Bank April 2004 - June 2011
Pacific Premier Bank January 2004 - February 2005
Banco Popular North America January 2001 - February 2004
Bank of America August 1994 - January 2000
Skills
Loans, Banking, Customer Service, Branch Banking, Microsoft Excel, Sales Management, Commercial Lending, Portfolio Management, Risk Management, Credit, Management, Team Building, Small Business Lending, Negotiation, Sales, Training, Consumer Lending, Mortgage Lending, Business Planning, Commercial Mortgages
Education
Santa Monica College 1991 — 1994
Business Administration and Management, General
City National Bank University
Pacific Premier Bank November 2014 - Present
Pacific Premier Bank September 2010 - November 2014
Costco Wholesale April 2007 - February 2011
Skills
Credit, Finance, Banking, Analysis, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Banking, Sales, Real Estate, Management, Mortgage Lending, Investments, Microsoft Excel, Project Management, Financial Reporting
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Bachelors of Science, Finance
Malvern Federal Savings Bank October 2008 - February 2015
Pacific Premier Bank July 1996 - July 2005
Skills
Banking, Retail Banking, Customer Service, Cash Management, Microsoft Excel, Microsoft Office, Deposits, Credit, Loans
Education
West Chester University of Pennsylvania 1985 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1981 — 1985
Bachelor’s Degree, Sociology
Umpqua Bank June 2015 - Present
OneWest Bank December 2014 - June 2015
Business Loan Capital November 2013 - November 2014
Pacific Premier Bank December 2012 - November 2013
CDC Capital Markets December 2009 - September 2012
Community National Bank/Pacific Western Bank October 2004 - June 2008
Borrego Springs Bank November 1997 - October 2004
Skills
Commercial Lending, Loans, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Commercial Real Estate, Mergers & Acquisitions, Credit, SBA 504, Lines Of Credit, Business Development, Real Estate Economics, Credit Analysis, Loan Origination, Credit Risk, Financial Analysis, Mortgage Lending, Asset Based Lending, Finance, Underwriting, Mortgage Banking, Small Business, Real Estate Financing
Education
University of San Diego
Bachelor of Accountancy, Accounting
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance, General
Pacific Premier Bank February 2013 - Present
Partners Bank of California July 2008 - December 2012
Pacific Western Bank June 2008 - July 2010
Community National Bank February 2001 - June 2008
Skills
Banking, Team Building, Retail Banking, Credit, Loans, Commercial Banking, Sales, Small Business Lending, Marketing Communications
Education
Miami University
Bachelor of Science, Marketing
Wescom Credit Union January 2010 - Present
Pacific Premier Bank January 2009 - January 2010
Westmoore Management January 2006 - January 2009
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Customer Service
Education
Cal State Fullerton 1973 — 1978
Bachelor of Arts (B.A.), Accounting and Business/Management
Colorado College
Bachelor of Science (BS), Business & Accounting
Pacific Premier Bank January 2010 - January 2014
Bank of America June 1990 - January 2010
Skills
Finance, Investments, Financial Analysis, Financial Services, Risk Management, Portfolio Management, Credit, Financial Planning, Loans
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business Administration, Management and Operations
Cerritos College 1980 — 1984
Associate of Arts (A.A.), General Business
BBVA Compass Bank May 2011 - February 2012
Visterra Credit Union January 2006 - June 2010
Pacific Premier Bank September 1999 - December 2005
Skills
Banking, Retail Banking, Customer Service, Sales Management, Loans, Management, Sales, Business Development, Deposits, Cross Selling, Branch Banking, Credit Cards, Relationship Management, Core Banking, Cash Management, Leadership, Internet Banking
Education
Riverside Community College
Pacific Premier Bank June 2012 - Present
Grandpoint Bank/Orange Community Bank October 2011 - May 2012
Grandpoint Bank October 2007 - May 2012
Orange Community Bank October 2007 - October 2011
Skills
Lines Of Credit, New Business Development, Business Development, Relationship Management, Banking, Commercial Mortgages, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking
Education
California State University-Los Angeles 1973 — 1975
Political Science and Government
Rio Hondo College 1970 — 1973
Social Sciences
Pacific Premier Bank August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research
Education
University of Oregon 2009 — 2013
Bachelor of Science (BS), Economics
University of Oregon 2009 — 2013
Bachelor's degree, Economics
Pacific Premier Bank 2005 - 2012
Education
Cerritos College 1969 — 1971
Associate of Arts (A.A.), Business Administration, Management and Operations
Pacific Premier Bank May 2011 - September 2013
Education
Pepperdine University School of Law 2010 — 2013
Pacific Premier Bank April 2012 - Present
Palm Desert National Bank January 2007 - April 2012
1st Centennial Bank October 1995 - December 2006
Education
Kaplan University 2004 — 2006
Associate of Arts and Sciences (AAS), Accounting
Pacific Premier Bank VP-SBA Business Development OfficerPacific Premier BankMarch 2015 - Present
Mountain America Credit Union January 2014 - March 2015
Access Commercial Mortgage January 2006 - December 2013
Skills
Business Development, Loans, Commercial Real Estate, SBA, Banking, Mortgage Lending, Commercial Lending
Education
Lied Institute for Commercial Real Estate Studies at UNLV
Commercial Real Estate
El Camino College 1980 — 1981