Patelco Credit Union
Patelco Credit Union is a community credit union that encompasses most of Northern California, particularly the San Francisco Bay Area. Founded in 1936, it is one of the oldest and largest credit unions in the country. Headquarters: Pleasanton, CA CEO: Erin Mendez Number of locations: 36 Founded: 1936 Chief risk officer: Chris Allen SVPs: Melissa Morgan, Chris Allen, Richard Wada
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Patelco Credit Union Employees
Patelco Credit Union March 2013 - Present
Jamba Juice January 2008 - March 2013
California State University, Sacramento August 2011 - May 2012
65th Street Corridor Community Collaborative Project August 2011 - May 2012
Skills
Leadership, Supervising, Training, Time Management, Business, Achieving Results, Business Excellence, Self-motivated Team..., Cash Handling Experience, Microsoft Platform, Inventory, Coachable, Cross Selling, Marketing, Customer Service, Data Entry
Education
CSU Sacramento 2010 — 2013
Bachelor of Science (BS), Business Marketing, 3.174
Napa Valley College 2007 — 2010
Avalla January 2015 - Present
Contract Work January 2009 - July 2014
Patelco Credit Union September 2008 - October 2013
Pacific National Bank September 2007 - September 2008
Skills
Loans, Banking, Logo Design, Graphics, Marketing, Social Media Marketing, Digital Illustration, Adobe Creative Suite, Photoshop, Web Design, Illustrator, Social Networking, Marketing Strategy, PowerPoint, Social Media, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Time Management, Sales, Microsoft Office
Education
San Francisco State University
Master of Business Administration (M.B.A.), Management
San Francisco State University 2012 — 2013
Bachelor of Science (B.S.), Business Administration, Marketing
Diablo Valley College 2009 — 2012
Associate of Arts (AA), Business
Cabrillo Credit Union May 2015 - Present
Cabrillo Credit Union November 2014 - May 2015
CommonWealth Central Credit Union January 2014 - June 2014
Patelco Credit Union August 2012 - December 2013
Provident Credit Union April 2012 - August 2012
U.S. Bank August 2009 - November 2011
Downey Savings & Loan March 2008 - August 2009
Citibank November 2006 - March 2007
U.S. Bank November 2004 - May 2006
Skills
Sales Operations, Risk Management, Performance Management, Customer Service, Consumer Lending, Banking, Loans, Retail Banking, Credit, Small Business Lending, Commercial Banking, Branch Management, Mortgage Lending, Deposits, Bank Secrecy Act, Cross Selling, Credit Analysis, Commercial Lending, Mortgage Banking, Process Improvement, Leadership, Lines Of Credit, Sales
Education
California State University San Marcos 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 4.0
CVS Health July 2014 - Present
Walgreens April 2013 - May 2013
Kaiser Permanente, Ambulatory Care February 2013 - April 2013
Premier Pharmacy, Long Term Care, Geriatrics January 2013 - February 2013
Department of Veterans Affairs Hospital, Hospital Practice November 2012 - December 2012
General Marine Hospital, Cardiology October 2012 - November 2012
Department of Veterans Affairs, Acute care, Internal Medicine August 2012 - September 2012
Target December 2011 - May 2012
Patelco Credit Union November 2005 - November 2006
Bank of America December 2003 - November 2005
Skills
Cashiering, Retail, Customer Service, Inventory Management, Pharmacy, Inventory Control, Data Entry, Retail Sales, Community Pharmacy, Medication Therapy..., Pharmacy Automation, Immunization, Clinical Pharmacy, Compounding, Patient Education, Hospitals, Pharmacology, Healthcare
Education
University of the Pacific 2010 — 2013
Doctor of Pharmacy (Pharm.D.), Thomas J. Long School of Pharmacy and Health Sciences
California State University Stanislaus 2008 — 2009
Bachelor of Science (BS), Magna Cum Laude, Biology, General
Patelco Credit Union January 2015 - Present
Patelco Credit Union July 2008 - January 2015
Patelco Credit Union July 2007 - July 2008
California Bank & Trust June 2005 - July 2007
JPMorgan Chase April 2003 - April 2005
Frost & Sullivan January 2002 - January 2003
Enterprise Rent-A-Car January 2000 - January 2002
Skills
Marketing, Management, Human Resources, Portfolio Management, Business Development, Banking, Retail Banking, Retail, Training, Leadership, Cross-functional Team..., Executive Management, Loans, Salesforce.com, Financial Services, Investments, Mortgage Lending, Sales, Leadership Development, Team Building, Strategic Planning, Credit, Legislative Affairs
Education
Western CUNA Management School 2009 — 2011
Baylor University
Bachelor of Business Administration (BBA), Marketing/International Business
Patelco Credit Union Corporate Office May 2013 - Present
Patelco Credit Union January 2011 - May 2013
The Mexican Bar & Grill August 2008 - January 2011
Skills
Banking, Financial Services, Portfolio Management, Finance, Investments, Financial Analysis, Strategic Financial..., Invoicing, Cash Management, Payments, Financial Risk, Relationship Management, Underwriting, Microsoft Office, Customer Service, Cash Flow, Financial Planning, Sales
Education
California State University-Hayward 2008 — 2012
Business Administration and Management, General
EducationSuperHighway June 2015 - Present
VerticalResponse 2014 - June 2015
VerticalResponse 2010 - 2014
Academy of Art University 2010 - 2010
Patelco Credit Union 2004 - 2009
State University of New York at Oswego January 2002 - December 2002
Oneida-Herkimer-Madison BOCES June 2001 - August 2001
Skills
Web Design, Email Marketing, Graphic Design, Information Architecture, Online Marketing, Usability, User Experience, Adobe Creative Suite, WordPress, Illustration, Logo Design, Marketing, Graphics, User Interface Design, Posters, CSS, Flash, Interaction Design, Google Analytics, Web Analytics, Responsive Web Design, HTML, Front-end development, Typography
Education
Academy of Art University 2003 — 2006
MFA, New Media
State University of New York College at Oswego 1999 — 2003
BFA, Graphic Design
Allstate Financial Services, LLC August 2015 - Present
MassMutual Northern California August 2015 - August 2015
BBVA Compass February 2015 - August 2015
Patelco Credit Union July 2012 - February 2015
SAFE Credit Union June 2010 - June 2012
U.S. Bank September 2007 - April 2010
Skills
Credit Unions, Banking, Credit, Loans, Customer Service, Consumer Lending, Retail Banking, Sales, Credit Analysis, Mortgage Lending, Financial Analysis, Operational Excellence, Regulatory Filings, Auditing, Teller Operations, Branch Banking, Supervisory Skills, Cash Handling, Vault, ATM Networks, Client Relations, Client Services, Marketing, Financial Services, Microsoft Office, Management, Finance
Education
Folsom Lake College
General Education Credits
Ponderosa High School
High School Diploma, General Education
National Notary Association August 2014 - Present
Golden 1 Credit Union April 2014 - Present
The golden 1 credit union February 2012 - April 2014
Patelco Credit Union December 2010 - February 2012
Safeway April 2010 - June 2011
Skills
Banking, Loans, Credit, Consumer Lending, Credit Analysis, Customer Service, Credit Risk, Financial Risk, Cross Selling, Retail Banking, Credit Cards, Lines Of Credit, Loan Origination, Mortgage Lending, Finance, Underwriting
Education
University of Phoenix 2011 — 2011
Business Administration and Management, General
California State University-East Bay 2008 — 2011
Business Administration and Management, General
Patelco Credit Union November 2010 - Present
Macy's September 2008 - January 2011
Skills
Loans, Credit, Banking, Consumer Lending, Customer Service, Mortgage Lending, Credit Analysis, Sales, Call Centers, Loan Origination, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, PowerPoint, Commercial Banking, Training, Financial Analysis, Time Management
Education
American River College 2012 — 2016
Heald College 2013 — 2015
Associate's Degree, Medical Insurance Specialist/Medical Biller
Renewable Funding, LLC July 2014 - Present
Patelco Credit Union October 2011 - July 2014
CHHJ November 2008 - December 2011
Irwin Home Equity January 2000 - November 2008
MedPartners January 1997 - August 1999
CIGNA Healthcare August 1987 - January 1997
Skills
Project Management, Management, Leadership, Training, PMP, Testing, PMO, Loan Servicing, Financial Analysis, Financial Services, Call Centers, Loans, Customer Service, Portfolio Management, Process Improvement, Risk Management, Vendor Management, Banking, Visio, Business Analysis, Default
Education
Diablo Valley College 2009 — 2011
Photovoltaics Certificate Program, Photovoltaics
Lewis and Clark College 1982 — 1986
BA, History, Economics
Patelco Credit Union July 2000 - Present
Skills
Retirement Planning, IRAs, Managed Money, Fixed Annuities, Mutual Funds, Retirement, Retirement Savings, Variable Annuities, Fixed Income, REIT, Licensed Life & Health..., Permanent Life Insurance, Investments, Financial Services, Portfolio Management, Wealth Management, Wealth Preservation..., Wealth Accumulation, Solution Selling, Modern Portfolio Theory, Winemaking, Profit Sharing, Retirement Benefits, 401k Plans
Education
California State University-Sacramento
BS in Finance and International Business
8x8, Inc. January 2015 - Present
Patelco Credit Union November 2012 - January 2015
Einstein Noah Restaurant Group, Inc. February 2010 - September 2012
Skills
Food Service, Restaurants, Restaurant Management, Food & Beverage, Cashiering, Food, Inventory Management, Food Safety, Hospitality, Catering, Multi-unit, Time Management, Food Preparation, Customer Service, Cooking, Customer Satisfaction, Culinary Skills, ServSafe, P&L, Finance, Loans, Deposits, Teamwork, Credit Unions, Cash Management, Loan Origination, 10 Key, Teller Operations, Multi-Unit
Education
California State University-Los Angeles 2011 — 2012
Bachelor of Science (BS), Finance, General
West Valley College 2010 — 2011
University of Nebraska-Lincoln 2007 — 2010
The Benefits Store Insurance Services, Inc. June 2014 - Present
The Benefits Store Insurance Services, Inc. June 2009 - Present
Robert Half International June 2008 - June 2009
Patelco Credit Union June 2006 - March 2008
Skills
Commitment to Customer..., Data Entry, Detailed Organization, Customer Service, Bookkeeping, Case Analysis, Program Development, Intermediate/Advanced..., Public Relations, Public Speaking, Organizational..., Office Management, Marketing, Accounting, Accounts Payable
Education
College of Southern Nevada 2013 — 2014
Associate of Science (A.S.), General Studies, High Honors / 3.8GPA
Nevada State College 2010 — 2013
Pre-Nursing Studies
Walmart eCommerce October 2015 - Present
Banana Republic / Gap Inc. May 2014 - Present
Levi Strauss & Co. September 2012 - December 2013
Stitch Fix September 2013 - November 2013
Porto December 2012 - October 2013
Patelco Credit Union April 2011 - December 2011
Wells Fargo Bank May 2006 - March 2011
Acrimony September 2010 - February 2011
Skills
Management, Merchandising, Blogging, Customer Service, Banking, Leadership, Fashion, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Visual Merchandising, Sales, Time Management
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Associate of Arts, Merchandising Marketing
Fashion Institute of Design & Merchandising
Associate of Arts, Merchandising Marketing
City College of San Francisco
Continuing my education
Patelco Credit Union January 2008 - Present
Patelco Credit Union January 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Banking
Education
Cañada College
Computer Science
Universidad Centro Americana Jose Simeon Cañas
Computer Engineering
Hewlett-Packard December 2010 - Present
Armstrong and Associates Insurance Services February 2009 - December 2010
Patelco Credit Union March 2008 - September 2008
Skills
Channel Sales..., Channel Sales, Direct Sales, Customer Service, Account Management, Sales, Salesforce.com, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Team Leadership, Customer Satisfaction, Customer Experience, Team Building, Call Centers, Leadership, Technical Support, Troubleshooting, Management, Time Management
Education
CSU Sacramento 2007 — 2009
Bachelor of Science (BS), Criminal Justice and Corrections
Google January 2015 - Present
Chabot Space and Science Center February 2012 - Present
Google August 2013 - January 2015
Accenture September 2011 - August 2013
Novogradac & Company LLP January 2011 - March 2011
Nelson Staffing March 2010 - March 2010
Patelco Credit Union June 2009 - November 2009
Chabot Space & Science Center June 2008 - June 2009
O'Reilly Auto Parts July 2007 - June 2008
Chabot Space & Science Center June 2005 - June 2007
Skills
AML, Fraud Detection, Legal Compliance, Accounting, Auditing, Tax Preparation, Tax, Microsoft Office, Google Docs, Google Apps, Economic Sanctions, CIP, KYC, Enhanced Due Diligence, Outsourcing, BPO, Process Improvement, Business Process..., Business Process Design, Business Process..., Non-profit Volunteer, Non-profit Director, Data Analysis, Due Diligence, Training, COPPA, OFAC, E-commerce, Wallets, P2P, Fraud, Customer Service, PowerPoint, Anti Money Laundering
Education
California State University-Hayward - School of Business and Economics
Undergraduate Bachelors of Science, Accounting and Finance
Sugadady Band April 2012 - Present
State Bar of California June 2010 - Present
MCFADDEN & ASSOCIATES, LLC October 2014 - January 2015
Kaiser Permanente April 2009 - June 2010
Ford Motor Company May 2005 - February 2009
Patelco Credit Union March 2003 - April 2004
Skills
Litigation, Legal Research, Research, Nonprofits, Public Speaking, Microsoft Office, Community Outreach, Event Planning, Fundraising, Negotiation, Teaching, Customer Service, PowerPoint
Education
Ashford University
Bachelor's Degree, Non-Profit/Public/Organizational Management/ Marketing, 3.0
Clark Atlanta University
Biology, General
Patelco Credit Union January 2001 - Present
Skills
Loan Origination, Retail Banking, Mortgage Banking, Mortgage Lending
Education
Diablo Valley College 2007 — 2010
Associate's degree, Business Administration and Management, General
California State University-Chico 1994 — 1996
English Language and Literature/Letters
Patelco Credit Union July 2014 - Present
Patelco Credit Union March 2014 - Present
TeamPersona March 2011 - February 2014
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Internet Recruiting, Contract Recruitment, Sourcing, Technical Recruiting, Human Resources, Creative Problem Solving, Employee Relations, Staffing Services, Leadership, Management, Temporary Placement, Onboarding, Screening Resumes, Screening, Benefits Negotiation, Interviews, Staff Augmentation, Talent Management, Temporary Staffing, Job Descriptions, Resume Writing
Education
California State University-East Bay 2005 — 2010
B.A., Psychology
KeyPoint Credit Union January 2014 - Present
Patelco Credit Union August 2010 - January 2014
Technology Credit Union April 2004 - July 2010
CommonWealth Central Credit Union January 1998 - March 2004
TCI (now Comcast) 1992 - December 1997
Skills
Organizational..., Strategic Planning, Administration, Employee Relations, Leadership Development, Executive Development, Organizational..., Employee Engagement, Human Resources, Employee Benefits, Coaching, Onboarding, Performance Management, Training, Leadership, HRIS, Recruiting, Payroll, Deferred Compensation, Talent Management, Executive Management, System Administration, Banking, HR Policies, Team Building, Change Management, Workforce Planning, Benefits Administration, Succession Planning, Executive Pay, Talent Acquisition, Personnel Management, Policy, Call Centers, Employee Training, Organizational..., Consumer Lending, Vendor Management, Mergers & Acquisitions, Conflict Resolution, New Hire Orientations, PeopleSoft, HR Consulting, Interviews, Process Improvement, Organizational Design, Executive Coaching, Credit Unions, Labor Relations, Career Development
Education
University of San Francisco 2007 — 2009
Master of Science, Organizational Development
Bethany College of the Assemblies of God 1988 — 1993
Bachelor of Arts (BA), English Language and Literature, General
Western Federal Credit Union September 2013 - Present
Fremont Bank April 2012 - September 2013
Patelco Credit Union February 2008 - April 2012
Washington Mutual Bank April 2006 - February 2008
Pet Club August 2003 - April 2006
Skills
Payroll, Auditing, Time Management, Loans, Employee Training, Training, Recruiting, Management
Education
Berkeley City College 2010 — 2013
Criminal Justice/Law Enforcement Administration
Merritt College 2003 — 2004
Computer and Information Systems Security/Information Assurance
Oakland Technical High 1997 — 2001
High School Deploma
Patelco Credit Union August 2010 - June 2014
Goodguys Rod & Custom 2003 - September 2010
Autodaq Corporation 2000 - 2003
RealNames 1999 - 2000
Investools 1994 - 1999
M&T Publishing 1988 - 1992
Los Angeles Magazine 1980 - 1988
Skills
Adobe Creative Suite, Art Direction, Creative Direction, Graphic Design, Copywriting, Photography, Direct Mail, Web Design, Graphics, Marketing, Adobe Acrobat, Publishing, Magazines, QuarkXPress, Advertising, Creative Strategy, Layout, InDesign, Illustrator, Email Marketing, Management, Brand Development, Team Building, Mentoring, Team Leadership
Education
California Institute of the Arts 1971 — 1975
BFA, Photography & Graphic Design
Art Design And Media Services (ADAMS) March 2010 - Present
USANA Independent Associate June 2015 - Present
More Than Enough Ministries, Inc November 2010 - Present
Visual Communications & Designs Media July 2011 - Present
UEI College Stockton July 2014 - July 2015
Angel Food Ministries May 2010 - September 2011
AT&T / SBC / Pacific Bell Telephone Company October 1998 - March 2010
Act's Full Gospel COGIC July 2004 - July 2007
Patelco Credit Union March 1992 - August 1996
Skills
Leadership, Video Production, Social Networking, Facebook, Graphic Design, Microsoft Office, Customer Service, Social Media Marketing, Broadcast, Project Management, Adobe Creative Suite, Blogging, Dreamweaver, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Adobe Acrobat, Video Editing, Illustrator, Data Entry, Windows 7, Problem Solving, Project Coordination, Streaming Media, AV, Music Production, Videography, Visual Communication, Audio Visual, IT Support, Mixer, Media Production, YouTube, Complaint Management, Call Center, Clerical Skills, Microsoft Visual Studio, Wireless Networking, Strategic Thinking, Webinar Development, Desktop Publishing
Education
ITT Technical Institute-Lathrop 2013 — 2014
Bachelor of Science School of Business
ITT Technical Institute 2011 — 2012
Associate of Science (A.S.)
California State University-Hayward 1990 — 1996
Skyline High School 1987 — 1990
High School Diploma
Chabot College
Personal Development
Patelco August 2013 - Present
Patelco April 2013 - July 2014
Patelco Credit Union April 2012 - April 2013
Merco Credit Union January 2008 - August 2009
Bose Corporation October 2004 - July 2006
Skills
Accounting, Customer Service, Sales, Telephone, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, QuickBooks, Bookkeeping, Tax Preparation, Teamwork, Research, Income Tax, Accounts Payable, Social Media, Music Production, Guitar, Bass Guitar, Audio Engineering
Education
California State University-Fresno 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting
Merced College 2006 — 2009
LEWIS Pulse June 2015 - Present
RealPage, Inc. August 2013 - February 2015
LeadQual 2015 - 2015
LeadQual 2015 - 2015
LeadQual 2015 - 2015
Reply.com April 2012 - August 2012
Safeway Corporate August 2010 - April 2012
Patelco Credit Union July 2010 - October 2010
Skills
Lead Generation, Online Advertising, SEO, Salesforce.com, Social Media Marketing, SEM, Online Marketing, PPC, Analytics, Google Adwords, Google Analytics, Web Analytics, Web Marketing, Digital Marketing, Mobile Marketing, Management, Marketing
Education
Cal State Hayward 2008 — 2010
Bachelor of Arts (B.A.), Sociology
Chabot College 2002 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Golden 1 Credit Union February 2012 - Present
Patelco Credit Union July 2011 - October 2011
HomEq June 2005 - October 2010
HomEq July 2004 - June 2005
Skills
Communication, Adaptability, Analytical Skills, Dedication to..., Dedication to work, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Scanners, Mortgage Servicing, Analysis, Financial Services, Loan Servicing, Real Estate, Time Management, Call Centers
Education
DeVry University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Homeq Core Servicing Classes 2004 — 2010
Mortgage Servicing
Laguna Creek High School 1994 — 1998
Randstad Technologies US February 2013 - Present
Horizon Charter School July 2011 - June 2012
Patelco Credit Union April 2009 - May 2011
Bank of America April 2006 - April 2009
Skills
Customer Service, Management, Marketing, Interviews, Training, Social Networking, Recruiting, Technical Recruiting, Leadership, Social Media Marketing, Time Management, Cold Calling, College Recruiting, Screening, Social Skills, Research, Staffing Services, Humor, Coaching, New Business Development, Team Building, Outlook, Internet Recruiting, Applicant Tracking..., Efficiency, Sports Writing, Resume Writing, Energy, Marketing Strategy, Ingenuity, Writing, Organizational..., Public Speaking, Career Development, Loans, Conflict Resolution, Leadership Development, Community Outreach, Editing, Event Planning, Retaining Customers, Salary Negotiations
Education
CSU Sacramento 2008 — 2010
Bachelor's of Science, History
American River College 2005 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Patelco Credit Union February 2015 - Present
Macy's October 2013 - February 2015
Alameda County Registrar of Voters September 2014 - November 2014
Technology Credit Union August 2012 - February 2013
LIBERTY FIRST FINANCIAL April 2002 - March 2012
ROMIC FINANCIAL December 2001 - April 2004
Hewlett-Packard June 1998 - September 2001
PrideStaff August 1996 - June 1998
Fairmont Hotels & Resorts November 1997 - January 1998
First Impressions, Fine Art & Custom Framing July 1995 - August 1996
Skills
Outlook, Loans, Sales, Management, Microsoft Word, Budgets, Customer Service, Mortgage Lending, Microsoft Excel, Financial Reporting, Property Management, Microsoft Office, Financial Analysis, Credit, Accounts Receivable, Account Management, Accounting, Event Management, Portfolio Management, Administrative..., Underwriting, Training, Customer Satisfaction, Credit Analysis, Marketing, Sales Management, Banking, Leadership, Budgeting, Selling, German, Hungarian, Team Building, Customer Relations, Contract Negotiation, PowerPoint, Negotiation, Finance, Risk Management, Forecasting, Process Improvement, Word, Consumer Lending, Excel, Association Management, Strategic Planning
Education
California State Polytechnic University-Pomona 1984 — 1987
Completed 98% of course work towards B.S., Hotel Restaurant and Travel Mgmt; Hotel Restaurant Mgmt, 3.2
Paul Smith's College 1982 — 1984
Associates in Applied Science, Pre- Professional Hotel & Restaurant Management, 3.5
Pittsford Mendon High School 1980 — 1982
Regents HS, Business Management
Patelco Credit Union February 2011 - April 2011
Metropolitan Bank & Trust Company December 2008 - December 2010
Metropolitan Bank & Trust Company January 2006 - November 2008
Metropolitan Bank & Trust Company January 2005 - December 2005
Metropolitan Bank & Trust Company September 2000 - December 2004
Solidbank September 1997 - August 2000
Skills
Accounts Payable, Banking, Credit, Customer Service, Loans, Microsoft Excel, Payroll, Project Management, Retail Banking
Education
Ateneo de Davao University 1993 — 1997
AB, Economics
DIVERSANT, LLC June 2015 - Present
Emerge Marketing Group Inc March 2015 - April 2015
Patelco Credit Union August 2014 - March 2015
H&M July 2013 - August 2014
Serra Medical Group June 2010 - June 2013
DSW May 2006 - August 2011
Target December 2006 - May 2007
Skills
Business Development, Office Administration, Interviewing Skills, Screening Resumes, Employee Training, Project Planning, Sales, Leadership, Management, Business Strategy, Public Speaking, Strategic Planning, Customer Service, Research, Creative Solutions, Events Coordination, Event Planning, Social Media, Social Media Marketing, Advertising, Team Building, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Heavy Calendaring, Outlook, Marketing, Fashion, Fashion Design, Fashion Blogging, Fashion Styling, Makeup Artistry, Visual Styling, Visual Merchandising
Education
FIDM/Fashion Institute of Design & Merchandising-San Francisco 2012 — 2015
Fashion/Apparel Design
Skyline College
Associate of Arts (AA), Fashion/Apparel Design
Independent Contractor January 2011 - Present
Temco Services Inc. June 2012 - July 2013
Patelco Credit Union September 2011 - February 2012
Elephant Bar Restaurant January 2008 - June 2009
Education
California State University-East Bay 2009 — 2011
B.S., Business Administration, Information Technology Management
Sutter Health September 2013 - Present
Washington Hospital Healthcare System March 2013 - July 2013
Patelco Credit Union February 2012 - February 2013
Jack in the Box November 2009 - September 2011
Six Flags Theme Parks April 2009 - November 2009
ProActive Business Solutions July 2007 - February 2009
Kforce Technology Staffing February 2007 - April 2007
Alteer Corporation May 2006 - November 2006
Pacific Life October 2003 - May 2006
Kaiser Permanente October 2002 - October 2003
Skills
Employee Relations, Employee Benefits, HR Policies, Benefits Administration, Onboarding, Human Resources, EMR, Recruiting, Employee Training, Process Improvement, Organizational..., Talent Management, Epic Systems, Epic Stork, Epic ClinDoc, Training & Development, EMR Training, EHR, Project Management, HR Strategy, Recruitment/Retention, Benefits Communication, SaaS, Personnel Management, Software Documentation, Training, Healthcare Information..., Leadership, Team Building, Healthcare
Education
California State University-Fullerton 1998 — 2001
BA, Communications/Public Relations
Lorna Warrington August 2013 - Present
The Payment Exchange April 2012 - April 2013
Sacramento Credit Union 2007 - February 2012
svc-ccul 1997 - 2012
Golden State Federal Credit Union 2001 - 2007
SAFE Credit Union 1999 - 2001
Patelco Credit Union 1997 - 1999
River City Bank 1995 - 1997
Sacramento Savings Bank 1985 - 1995
Skills
Sales Management, Microsoft Office, Team Building, Coaching, Loans, Budget, Management, Real Estate, Portfolio Management, Budgets, Sales, Consumer Lending, Human Resources, Employee Training, Financial Services, Branch Banking, Mortgage Lending, Commercial Lending, Insurance, Accounting, Executive Management, Small Business Lending, Financial Analysis, Branch Management, Credit Cards, Cross Selling, Commercial Banking, Finance, Mortgage Banking, Commercial Mortgages, Loan Origination, Relationship Management, Credit Analysis, Underwriting, Investments, ALM, AML, Building Relationships, Cash Flow, Database Marketing, FHA, Loan Servicing, Financial Risk, Marketing, Operational Risk..., Private Banking, USDA, Team Leadership, Strategic Financial...
Education
Business 1970 — 2011
Banking Certificates, Humanity/Sales & Service
American River College 1993 — 1995
General
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Baxter Credit Union January 2011 - Present
Meriwest Credit Union October 2006 - October 2009
Patelco Credit Union February 1996 - April 2005
PETSMART INC January 1993 - December 1995
Provident Central Credit Union August 1988 - September 1992
Provident Central Credit Union July 1987 - July 1988
Skills
Banking, Consumer Lending, Credit, Customer Service, Finance, Loans, Retail Banking, Retail, Recruiting, PowerPoint, Management
Education
Cornell University 1979 — 1982
Bachelor of Science, Natural Resources
WideOrbit September 2014 - Present
Norman S. Wright Mechanical Equipment Corporation October 2012 - August 2014
Chambers and Chambers Wine Merchants July 2009 - October 2012
Patelco Credit Union December 2008 - January 2009
Able Engineering October 2008 - November 2008
Otis Spunkmeyer August 2008 - September 2008
Granicus, Inc. April 2008 - July 2008
Salesforce January 2005 - August 2007
California Pacific Medical Center-Physicians Foundation May 2002 - December 2004
UPMC October 2000 - April 2002
Skills
Forecasting, Financial Reporting, Accounting, Account Reconciliation, Accounts Receivable, CRM, Salesforce.com, PeopleSoft, Microsoft Excel, Financial Analysis
Education
Golden Gate University 2004 — 2006
Apple March 2011 - Present
Apple June 2010 - March 2011
Apple December 2007 - August 2010
Apple August 2009 - June 2010
Apple July 2009 - June 2010
Apple April 2008 - June 2010
Apple August 2009 - October 2009
Apple December 2007 - April 2008
Patelco Credit Union October 2007 - October 2007
Bath and Body Works October 2005 - October 2006
Skills
Computer Hardware, Call Center, iPhone, Troubleshooting, Mac, Mac OS X, Documentation, Mac OS, Technical Writing, Customer Service, Hardware, iWork, Testing, Problem Solving, Technical Training, iLife, Business Analysis, Customer Satisfaction, Analysis, Data Analysis, Windows, iPod, XP, OS X, Software Documentation, Call Centers, Process Improvement, Customer Experience, Customer Support, Consumer Electronics, Management, Mobile Devices, Keynote, Networking, Product Development, Product Management, Quality Assurance, Software Installation, System Administration, Team Building, Technical Support, Windows 7, Training, iPad, iOS
Education
Atlanta School of Massage 2005 — 2006
Massage Therapy
Heald College School of Technology 1997 — 1999
Applied Sciences Associate Degree, Computer Science
Patelco Credit Union April 2013 - Present
Best Buy October 2008 - April 2013
Best Buy January 2008 - October 2008
Best Buy October 2007 - January 2008
Skills
Microsoft Office 2007, Microsoft Office 2010, Multitasking Skills, Resourceful..., Customer Satisfaction, Cash Handling Experience, Cross Selling, Verbal De-escalation, Team Leadership, Sales, High Pressure Situations, Credit Cards
Education
Cañada College 2012 — 2014
Mechanical Engineering
Burlingame High School 2001 — 2005
RPM Mortgage Inc December 2011 - Present
Patelco Credit Union November 2006 - Present
2010-2011 Bank of America 2010 - 2011
Sea Breeze Financial Services Inc. January 1998 - January 2007
Stuart Wright Mortgage January 1987 - January 1998
Xerox 1972 - 1982
U.S. Army January 1969 - January 1972
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Real Estate, Investment Properties, First Time Home Buyers, Refinance, Residential Homes, REO, Negotiation, Condos, Sellers, Single Family Homes, Short Sales, New Home Sales, Referrals, VA loans, Mortgage Banking, Credit, Investors, Sales, Finance, Investments, Residential Mortgages, Foreclosures, Real Estate Financing, FHA financing, USDA, Underwriting, Credit Analysis, Real Estate Economics, Loan Servicing, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Real Estate Transactions, Commercial Lending, Banking, Marketing, Construction Loans, Selling, Brokerage, Relocation, Commercial Real Estate, Property, Sales Management, Luxury, Cross Selling, Real Property
Education
Colgate University 1964 — 1968
BA, Literature, Philosophy
Colgate University 1964 — 1968
Bachelor's degree, Literature and Philosophy
Member Business Solutions, LLC June 2014 - Present
Patelco Credit Union August 2013 - June 2014
Gateway Bank of Central Florida March 2008 - August 2013
Millennium Bank 2004 - 2008
Federal Deposit Insurance Corporation 2001 - 2004
Skills
Credit Analysis, Credit, Risk Management, Credit Risk, Commercial Banking, Banking, Loans, Commercial Mortgages, Revolving Lines of..., C&I Lending, Loan Work-outs, Loan Portfolio Analysis, Commercial Real Estate..., Investment Property..., Small Business Lending, Financial Analysis, Banking Law, Underwriting, Real Estate, Asset Based Lending, Financial Risk, Loan Origination, Commercial Lending, Portfolio Management, Finance, Construction Loans, Due Diligence
Education
Minot State University 1997 — 2000
Bachelor of Arts, Accounting and Finance
Bismarck State College
Bismarck State College
Associate of Arts (AA), Accounting and Finance
INTUVO Inc. January 2014 - Present
KDB and Associates (www.kdbconsults.com) May 2013 - August 2014
Patelco Credit Union May 2009 - April 2013
Technology Credit Union 1995 - 2009
Bay Federal Credit Union 1989 - 1995
Skills
Executive Management, Credit Unions, Risk Management, Leadership, Strategic Planning, Strategy, Organizational..., Financial Institutions, Loan Origination, Loans, Management, Mergers & Acquisitions, Financial Accounting, Banking, Financial Services, Mortgage Lending, Finance, Portfolio Management, Team Building, Strategic Partnerships, Financial Analysis, Performance Improvement, Sales, Human Resources, Commercial Lending, Program Management, Analysis, Credit, Consumer Lending, Investments, Insurance, Small Business Lending, Loss Mitigation, Leadership Development, Business Planning, Recruiting, Credit Analysis, Budgets, Credit Risk, Start-ups, Coaching, Public Speaking, Consulting, Financial Risk, ALM, Strategic Financial..., Team Leadership, Business Development, CRM, Contract Negotiation
Education
Credit Union Executive Society-CUES 1985 — 2012
CCUE, CCE, Credit Union Management
Golden Gate University 1997 — 1998
Organizational Development
San Jose State University 1977 — 1979
BS, Business Admin/Accounting
SwimOutlet.com May 2008 - Present
Sears Holdings Corporation June 2003 - September 2008
Fresh Choice, LLC May 2007 - September 2007
Patelco Credit Union June 2006 - May 2007
Sears January 2000 - January 2003
Skills
Customer Service, Marketing, Telephone Skills, Microsoft Office, Google Docs, Team Leadership, PowerPoint, Training, Google Analytics, Supervising, SWOT analysis, Content Writing, Organization &..., Display Advertising, Management, Problem Solving, Conducting Interviews, Interviews, Inventory Management, Performance Reviews
Education
Golden Gate University 2015 — 2016
Master's degree, Human Resources Management and Services
California State University-Hayward - School of Business and Economics 2005 — 2010
Bachelors, Marketing/Corporate Managment
Chabot College Hayward
Eden High School
Patelco Credit Union January 2015 - Present
Patelco Credit Union January 2014 - January 2015
M Squared Consulting July 2013 - December 2013
AuditOne, LLC May 2013 - December 2013
Santa Barbara Bank and Trust June 2011 - May 2013
Summit Bank December 2009 - May 2011
Dean McBeth Consulting May 2009 - December 2009
First Republic Bank July 2008 - May 2009
Fremont Bank May 2002 - July 2008
Heritage Commerce Corp July 2000 - May 2002
Skills
Risk Management, Internal Controls, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Retail Banking, Credit Analysis, Commercial Lending, Loans, AML, Mortgage Lending, Internal Audit, Portfolio Management, Leadership, Operations Management, Finance, Operational Risk, Auditing, Lines Of Credit, Management, Enterprise Risk..., Small Business Lending, Cash Management, Operational Risk..., Fraud, Consumer Lending, Financial Services, Insurance, Financial Analysis
Education
Bank Administration Institute 1996 — 1997
Certification-designated Loan Review Professional (LRP), Loan Review
University of Wisconsin Graduate School of Business (Bank Administration Institute) 1982 — 1984
Masters, Banking & Finance
Colorado College 1969 — 1973
Bachelor of Arts, Business Administration
Experience Unlimited December 2008 - Present
Patelco Credit Union July 2008 - November 2008
Sterlent Credit Union January 2008 - June 2008
Pacific Computer Consultants, Inc. August 2007 - December 2007
Troutner Technology July 2006 - August 2007
K&K Computer Communications, Inc. 2002 - 2007
Education
Diablo Valley College 2009 — 2010
A.S., CIS - Web Tech/Database Management
Bio-Rad Laboratories July 2012 - Present
TEAM LIFE July 2005 - Present
Bio-Rad Laboratories November 2010 - July 2012
Bio-Rad Laboratories July 2006 - November 2010
Siemens Healthcare January 2006 - July 2006
Stryker November 2004 - January 2006
Patelco Credit Union March 2000 - October 2004
DeVry Senior Project January 2000 - October 2004
Skills
Troubleshooting, Analysis, Customer Service, Hardware, Leadership, Manufacturing, Medical Devices, Microsoft Office, Product Development, Project Management, Quality Assurance, Software Documentation, Team Building, Team Leadership, Technical Support, Technical Writing, Testing, Training
Education
DeVry University 2001 — 2004
B.S, Electronics Engineering Technology
The Scienomics Group ("TSG") January 2015 - Present
Strategic Edge Communications & Interactive Insights, Divisions of MD On-Line June 2014 - December 2014
Strategic Edge Communications & Interactive Insights, Divisions of MD On-Line March 2013 - June 2014
Patelco Credit Union June 2011 - 2012
Patelco Credit Union 2010 - June 2011
Macy's 2006 - 2009
Hecht's Department Stores 2005 - 2006
Gordon Brothers Group - Asset Management & Liquidation 2001 - 2003
JWG Associates, Inc. 2000 - 2001
Skills
Budget Management, Vendor Relations, Campaign Management, Budget Development, Staff Training, Logistics Management, Strategic Partnerships, Strategic Planning, Fashion Marketing, Event Planning, Direct Sales, Merchandising Strategies, Contract Negotiation, Trade Show Coordination, Filemaker Pro, Excel, Visio, Microsoft Excel, Merchandising, Marketing Strategy, FileMaker, Integrated Marketing, Retail, Fashion, Budgets, Advertising, Project Management, Management, Inventory Management, Customer Service, Email Marketing, Sales, Online Advertising, Marketing, Cross-functional Team..., Business Development, Training, Direct Mail, Project Planning, Social Media Marketing, Time Management, Marketing Communications, Product Marketing, Account Management, Leadership
Education
Fashion Institute of Technology 1998 — 2001
BS, Communications
Art Institute of Pittsburgh 1996 — 1998
AS, Fashion Merchandising
Kaiser Permanente February 2013 - Present
Wells Fargo March 2010 - February 2012
Patelco Credit Union December 2006 - January 2010
Adteractive.com October 2005 - December 2006
Monster.com August 2004 - October 2005
Electronic Arts January 2000 - February 2002
Bank of America November 1996 - January 2000
Skills
Permission Marketing, inbound marketing, Online Product Marketing, SEO, Email Marketing, Product Roadmap..., writing Creative briefs, Online Metrics, Online Marketing, viral marketing, integrated marketing..., drive..., writing Business..., Inbound Marketing, Product Marketing, Web Project Management, Competitive Analysis, Integrated Marketing, Viral Marketing, Lead Generation, SDLC, Mobile Devices, Analytics, Direct Marketing, Strategy, CRM
Education
Babson College 1989 — 1993
BS, Marketing, Entrepreneurship
Deerfield Academy 1987 — 1989
KeyPoint Credit Union June 2013 - Present
Patelco Credit Union April 2012 - March 2013
Addison Avenue Federal Credit Union May 2001 - March 2009
Bank of the West March 1983 - May 2001
Skills
Project Management, Process Improvement, Problem Solving, Banking, Loan Servicing, Consumer Lending, Credit Unions, Loans, Financial Services, Leadership, Training, Management, Strategic Planning, Team Building, Software Documentation, Executive Management, Strategy, Customer Satisfaction, Business Development, Insurance, Finance, Recruiting, Financial Analysis, Call Centers, Commercial Lending, Loss Mitigation, Small Business Lending
Education
California State University-Hayward 1994 — 2000
BS, Business Management
American Ratings Corporation December 2008 - Present
Patelco Credit Union April 2008 - Present
Siterra Corporation 2001 - 2005
Xippix Inc. 2000 - 2001
Redwood Trust 1994 - 2000
TIS Mortgage Invesment Co 1988 - 1994
Arthur Andersen & Co 1981 - 1988
Skills
Financial Modeling, Risk Management, Tax, GAAP, Financial Analysis, Finance, Accounting, Internal Controls, Strategic Planning, Start-ups, Financial Reporting, Budgets, Mergers & Acquisitions, Investments, Management, Banking, Portfolio Management, Due Diligence, Leadership, Financial Services, Valuation, Executive Management, Marketing, Marketing Strategy
Education
Golden Gate University 1982 — 1984
MS, Taxation
University of Colorado Boulder 1977 — 1981
BS, Accounting
Patelco Credit Union October 2011 - Present
Wells Fargo Bank and Wells Fargo Home Mortgage February 1997 - October 2011
Metalrep, Inc. January 1989 - January 1996
Skills
Sales Support, Client Services, Account Management, Administration, Sales Operations, Retail Banking, Banking Operations, Mortgage Servicing, 10 Key, FHA loan processing, Problem Solving, Financial Services, Underwriting, Loans, Credit, Core Banking, Loan Origination, Loan Servicing, Mortgage Lending, Banking, Mortgage Banking, Sales, Refinance, FHA, Residential Mortgages, Consumer Lending, Cross Selling, Process Improvement, Customer Service, Credit Unions, Management, Risk Management, Finance, Credit Risk, Investments, Portfolio Management, Real Estate, Microsoft Office
Education
Diablo Valley College
Recommind May 2015 - Present
Recommind August 2014 - May 2015
Patelco Credit Union February 2014 - August 2014
San Francisco NightLife August 2013 - November 2013
Steves Hallmark October 2008 - July 2013
Meals On Wheels Association of America September 2012 - December 2012
Ross Stores June 2011 - August 2012
Skills
Customer Service, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Research, Budgets, Strategic Planning, Editing, English, Photoshop, Event Planning, Social Media, Public Relations, Teaching, Windows, Sales, Team Building, Marketing, Human Resources, Leadership
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Communication Studies, 3.8
Diablo Valley College 2009 — 2012
Gorilla Gutters May 2015 - Present
Patelco Credit Union April 2015 - May 2015
Cornerstone Home Design March 2015 - April 2015
Cushman & Wakefield March 2015 - April 2015
Urban Organics June 2014 - March 2015
Square November 2013 - February 2014
Rafter, Inc. (Formerly Bookrenter.com) July 2013 - October 2013
Redwood Realty Inc. May 2013 - July 2013
Eat24 January 2013 - May 2013
Natera January 2012 - December 2012
Skills
Accurate Data Entry, Motivated self-starter, Microsoft Office, Time Management, Friendly Personality, HIPAA, Call Center, Receptionist Duties, Phone Etiquette, Spreadsheets, Healthcare, Customer Service, Loans, Collections, FAQ, Zendesk, Microsoft Excel, Sales, Management, Call Centers, Analysis, Human Resources, Salesforce.com, Software Documentation, Data Entry, Training, Social Media, Communication, Marketing
Education
College of San Mateo
College of San Mateo
CommonWealth Central Credit Union September 2013 - Present
Patelco Credit Union December 2012 - September 2013
1st United Services Credit Union November 2010 - December 2012
Technology Credit Union March 1998 - November 2010
Sierra Central CU 1996 - 1998
Skills
Loans, Banking, Finance, Risk Management, Investments, Global Regulatory..., Financial Analysis, Enterprise Risk..., Management, Internal Audit, Strategic Planning, Credit Cards, Credit Unions, Leadership, Consumer Lending, Credit, Credit Analysis, Compensation Structures
Education
Cornell, Darden, Wharton: CEO Institute 2008 — 2010
CCE, Certified Chief Executive
California State University-Sacramento
BA
MBA - St. Mary's College
MBA
Lending Club September 2015 - Present
Patelco Credit Union May 2014 - Present
TriValley First Aid 2008 - Present
VMware October 2012 - April 2014
NetApp November 2010 - October 2012
Signal 88 Security August 2008 - December 2010
Fremont Police 1999 - 2008
San Francisco State University Police 1996 - 1999
IPC International 1994 - 1996
US Army 1993 - 1994
Skills
Emergency Management, First Aid, Security Operations, Physical Security, Police, First Responder, Firearms, Cpr Certified, Security, Preparedness, AED, Close Protection, Personal Security, Public Safety, Law Enforcement, Crisis Management, Emergency Services, NIMS, Force Protection, BLS, Weapons, Weapons of Mass..., Rescue, Criminal Investigations, Crime Prevention, Training, ICS, Emergency Operations, CBRNE, Business Continuity, Rescue Diving
Education
OSHACADEMY 2011 — 2012
Occupational Safety and Health
American Health Education 2011 — 2011
EMT-B NREMT-B
American Military University
MPA, Masters of Public Administration - Security Management
S2 Safety and Intelligence Institute
Anti-Terrorism Officer Program
California State University-Long Beach
B.S., Occupational Studies - Emergency Services Management
California State University-Long Beach
Basic and Advanced Field Eveidence Technician (CSI)
Alameda County Sherrif's Office
Police Academy
PADI
Rescue Diver
San Francisco State University
Clinical Science
Foothill College
Pre-med
Patelco Credit Union March 2015 - Present
Citi April 2013 - March 2015
Target October 2012 - April 2013
Speckman Law Firm June 2012 - October 2012
Skills
Ability to work under..., working creatively,..., Banking, Credit, Financial Analysis, Retail Banking, Cash Management, Loans, Finance, Credit Analysis, Financial Modeling, Commercial Banking, Microsoft Excel, Cash Flow
Education
San Jose State University 2013 — 2015
Bachelor's degree, Corporate Accounting and Finance
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business and CIS Emphasis
HolisticSolutions Consulting April 2013 - Present
IDEAL (Individuals with Disabilities Enabling Advocacy Link) January 2015 - April 2015
AT&T October 2014 - April 2015
AT&T September 2014 - April 2015
AT&T June 2012 - October 2014
The Link to Children March 2012 - December 2013
Pet Food Express August 2012 - May 2013
Bay Area Premier Nannies January 2010 - October 2011
Examiner.com September 2010 - September 2011
Patelco Credit Union June 2011 - August 2011
Skills
Training, Microsoft Office, People Skills, Human Resources, Management, Public Speaking, Nonprofits, Information Research, Fundraising, Volunteer Management, Entrepreneurship, Intercultural..., Business Acumen, Research, Team Motivator, Innovative Thinking, Recruiting, Change-Maker, Consulting, Sales & Marketing..., Employee Engagement, Performance Management, Leadership, Program Management, Event Planning, Marketing, Leadership Development, Team Building, Talent Management, Strategy, Strategic Planning, Talent Acquisition, Social Media, Mentoring, Career Development, Start-ups, Organizational..., Team Leadership, Onboarding, Change Management, Project Management, Process Improvement, Employee Relations, Sales, Marketing Strategy, HRIS
Education
Mills College, Graduate School of Business 2011 — 2013
MBA
California State University-Hayward
BA, Sociology, Child Development, Human Resources
Cornell University
Certificate of Plant Based Nutrition
Coursera.org
MOOCs (Mass Open Online Courses)
BlackPine Communities July 2015 - Present
Realty ONE Group January 2015 - June 2015
Patelco Credit Union August 2012 - July 2014
Golden 1 Credit Union October 2010 - August 2012
Arrow Realty March 2003 - February 2011
Wells Fargo November 2006 - October 2010
Ralphs Grocery Company November 1995 - May 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, English, PowerPoint, Outlook, Windows, Research, Banking, Budgets, Strategic Planning, HTML, Negotiation, Public Speaking, Photoshop, Financial Analysis, Credit, Teaching
Education
California State University-Sacramento
Patelco Credit Union July 2014 - Present
HandInHand Inc. June 2011 - Present
The Power Source Company February 2009 - January 2012
Skills
Business Strategy, Process Improvement
Education
The University of Texas at Austin 1989 — 1992
Economics, Finance
Austin Community College 1989 — 1991
Associate's degree, Business Administration and Management, General
Austin Community College 1989 — 1991
Associate's degree, Economics
Yolo County August 2013 - Present
Yolo County November 2010 - August 2013
Patelco Credit Union January 2009 - November 2010
Patelco Credit Union September 2006 - January 2009
Skills
Microsoft Excel, Account Reconciliation, Microsoft Office, Financial Accounting, Accounting, Accounts Payable, Accounts Receivable, Journal Entries, Outlook, Auditing, Accruals
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Business Administration (M.B.A.), Accounting
California State University-Sacramento 2004 — 2008
Bachelor's of Science, Accounting
National Association of Underwriters January 2015 - Present
Golden 1 Credit Union/Home Loans April 2015 - July 2015
Carrington Mortgage Services, Mortgage Lending Division August 2014 - February 2015
Mortgage Banking October 2013 - August 2014
Women's Council of Realtors January 2012 - December 2013
Western Bancorp June 2013 - September 2013
First Bank February 2013 - June 2013
Patelco Credit Union November 2011 - August 2012
Women's Council of Realtors January 2010 - December 2011
Summit Funding Inc. April 2011 - August 2011
Skills
First Time Home Buyers, Mortgage Lending, FHA, Investment Properties, VA loans, Loans, Underwriting, Credit Analysis, Residential Homes, Sales Management, Lending Operations..., Sellers, Home Equity Loans, Mortgage Banking, Refinance, Real Estate, Short Sales, Selling, New Home Sales, Investors, Credit, Relocation, Foreclosures, Referrals, FHA financing, Loan Origination, USDA, Funding, Government Loans, Certified Mortgage..., Reverse Mortgages, Construction Loans, Residential Mortgages, Investments, Home Equity Lines of..., Single Family Homes, Commercial Mortgages, Loss Mitigation, Loan Servicing, HUD, Condos, Banking, Financial Structuring, Consumer Lending, Commercial Lending, Mortgage Servicing, Mortgage Marketing, Real Estate Financing, REO, Non-Conforming
Education
Contra Costa College
Business
Deanza College
Real Estate
Fresno State
Accounting
Gradulate of Real Estate ;(GRI)
Richmon High, Contra Costa College, Deanza College, Fresno State College
SearchPros Solutions December 2014 - Present
Patelco Credit Union August 2005 - November 2014
Golden 1 Credit Union April 2002 - August 2005
FYI, Inc. June 1998 - January 2001
Skills
Recruiting, Banking, Loans, Employee Relations, Human Resources, Interviews, Onboarding, Mortgage Lending, Employee Training, HRIS, College Recruiting, Call Centers, Sales, Performance Management, Customer Service, Applicant Tracking..., HR Policies, Employee Engagement, Payroll, PeopleSoft, Leadership, Personnel Management, Sourcing, Training, Organizational..., Cold Calling, Career Development, Management, Job Descriptions, Job Fairs, Finance, Internet Recruiting, Financial Services, Employee Benefits
Education
Eastern Washington University 1993 — 1997
BA, Human Resources and General Management
HRCI
PHR Certification
EBMUD December 2013 - Present
Patelco Credit Union September 2013 - December 2013
1800Radiator and A/C August 2010 - September 2013
Radiant Logic November 2009 - August 2010
Moon Valley Software December 2008 - September 2009
1800Radiator and A/C March 2007 - November 2008
Electronic Data Systems June 2003 - March 2007
Sunset.Net August 2001 - June 2003
Blue and Gold Fleet May 2001 - June 2001
AKQA March 2000 - April 2001
Skills
JavaScript, Microsoft SQL Server, XML, Linux, Web Development, Visual Studio, .NET, jQuery, jQuery UI, Enterprise Service Bus, Eclipse, Java, PHP, VBScript, SQL, LINQ, Perl, Google API, AJAX, Databases, Web Services, C#, MySQL, XSLT
Education
California State University-Chico 2001 — 2003
Computer Science
Silicon Valley College 1996 — 1997
Certificate of Completion, Graphic Design
Diablo Valley College 1994 — 1996
A.A., General Education
VARIS, LLC February 2014 - Present
Patelco Credit Union July 2010 - February 2014
Wells Fargo November 2008 - July 2010
Skills
Loans, Banking, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Deposits, Customer Service, Commercial Lending, Financial Services
Education
Humboldt State University 2005 — 2006
Bachelor of Arts (B.A.), Sociology
California State University-Sacramento 2004 — 2005
Sociology
Roche Diagnostics April 2013 - Present
Cox Digital Solutions (formaly Cox Cross Media) June 2010 - Present
Patelco Credit Union 2015 - 2015
OPENTV, Inc May 2005 - June 2010
Intransa, Inc October 2002 - May 2005
CAM Systems 2002 - 2005
Mayan Networks August 1998 - November 2002
Skills
Disaster Recovery, VMware, Cloud Computing, VMware ESX, System Administration, Virtualization, Active Directory, Servers, ITIL, Security, Data Center, IT Service Management, Networking, TCP/IP, Technical Operations, Management, Windows Server, VMware Certified..., System Deployment, Network Design, Product Management, SAN, High Availability, Microsoft Exchange, Firewalls, Unix, Network Architecture, Change Management, Contract Management, VMware Infrastructure, Hadoop, Team Leadership, Strategic Planning, Technical Support, Network Security, Troubleshooting, Operating Systems, Technical Leadership, Operations Management, IT Management, IT Operations, Strategic Leadership, Technical Architecture, IIS, Budgets, Technology Management, Budget Allocation, Cross-functional Team..., Team Building
Education
Middlebury Institute of International Studies at Monterey 1994 — 1998
M.A. International Business and Trade Law, Focus: Trade Law, Commercial Diplomacy, Negotiations
Nagoya University 1996 — 1997
Certificate, Japanese Business, MIS
California State University-Sacramento 1991 — 1994
BS, International Business, MIS
Patelco Credit Union August 2015 - Present
Patelco Credit Union July 2013 - August 2015
Patelco Credit Union April 2012 - July 2013
Chase June 2011 - April 2012
Best Buy May 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Banking, Accounting, Financial Analysis, Access, Leadership, Time Management, Finance, Loans, Mortgage Lending
Education
California State University-East Bay 2014 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Las Positas College 2011 — 2014
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Bank of the West January 2015 - Present
Patelco Credit Union May 2011 - January 2015
Patelco Credit Union January 2010 - May 2011
Patelco Credit Union September 2007 - January 2010
Freelance Writer April 2006 - September 2007
Skyhawk Communications September 2002 - April 2006
Skills
Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Copywriting, Copy Editing, Online Marketing, Marketing Strategy, Direct Marketing, Promotions, Email Marketing, Creative Writing, Content Creation, Creative Direction, Creative Strategy, Social Media Marketing, Test Planning, Budget Tracking, Online Advertising, Project Management, Marketing, Credit Unions, Financial Market..., Reporting & Analysis, Sales, Integrated Marketing, Vendor Management, Marketing Communications, Brand Development
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
BS, Business Admin - Marketing
Patelco Credit Union October 2014 - Present
Paramount Equity March 2014 - August 2014
Century 21 April 2012 - June 2013
Folsom Lake College Bookstore September 2008 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, English, Customer Service, Social Media, Stata, Team Leadership
Education
University of California, Davis 2010 — 2013
Bachelor of Arts (BA), Economics
Folsom Lake College 2008 — 2011
Grainger September 2014 - Present
CommonWealth Central Credit Union May 2014 - September 2014
Patelco Credit Union March 2011 - May 2014
Kohl's Department Stores October 2010 - March 2011
Valin Corporation June 2009 - August 2010
Education
California State University-Sacramento 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
UC Berkeley, Campus Shared Services April 2015 - Present
Patelco Credit Union July 2013 - December 2014
Cal Poly Corporation May 2012 - June 2013
Skills
Recruiting, Human Resources, Time Management, PowerPoint, Customer Service, Social Networking, Public Speaking, Event Planning, Microsoft Word, Microsoft Office, Social Media, New Hire Orientations, Microsoft Excel, Onboarding, Workers' Compensation..., HCM Processes & Forms, HRIS, Leadership
Education
Golden Gate University 2014 — 2016
Master of Science (M.S.), Human Resources Management, 3.6
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Kinesiology
Clayton Valley High School 2005 — 2009
High School Diploma
Bank of the West July 2013 - Present
Patelco Credit Union October 2006 - July 2013
Patelco Credit Union January 2001 - October 2006
Skills
Banking, Microsoft Office, Windows, Customer Service, System Administration, Business Analysis, Project Management, Risk Management, Call Centers, Outlook, Process Improvement, Microsoft Excel, Visio, Loans, Analysis, Credit Unions, Credit, Consumer Lending, Financial Services, Management, Vendor Management, Retail Banking, Team Building, Change Management, Credit Analysis, SDLC
Education
Cal State Hayward 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Ohlone College 2000 — 2004
Associate of Arts (A.A.), English Language and Literature, General
Patelco Credit Union May 2014 - Present
Dynamic Office & Accounting Solutions March 2014 - Present
Circlepoint May 2012 - June 2013
PG AND E April 2009 - May 2012
PACIFIC GAS AND ELECTRIC April 2008 - April 2012
ALEGRIA COMMUNITY LIVING April 2009 - February 2010
CBEM April 2008 - September 2009
PACIFIC GAS AND ELECTRIC September 2007 - March 2008
Finance Staff September 2006 - March 2008
PG and E December 2006 - April 2007
Skills
Acting, Theatre, Drama, Film Acting, Comedy, Stage, Voice Over, Directing, Public Relations, Nonprofits, Event Planning, Outlook, Recruiting, Human Resources, Public Speaking
Education
California State University-Sacramento
Bachelor's degree, Theatre Arts
Patelco Credit Union May 2013 - Present
Patelco Credit Union May 2013 - Present
The UPS Store August 2006 - May 2015
Skipolini's Pizza August 2005 - August 2006
Skills
Computer Hardware, Notary Public, Microsoft Office, Customer Service, Management, PowerPoint, Data Entry, Payroll, Time Management, Outlook, Microsoft Word, Finance, Facebook, Banking, Auditing, Account Management, Loan Origination
Education
California State University-East Bay 2010 — 2012
BS, Business Administration; options in finance and corporate management
Diablo Valley College 2007 — 2009
Clayton Valley High school
GW Medical Faculty Associates June 2010 - Present
WellPoint January 2009 - December 2009
WellPoint June 2006 - December 2008
University of Colorado Hospital May 2005 - May 2006
Patelco Credit Union January 2004 - December 2004
3M Health Information Systems January 1998 - January 2004
Education
University of Colorado at Denver 1994 — 1996
M.A, Adult Education
Brigham Young University 1988 — 1994
B.A, English
First Advantage Bank (FABK) September 2010 - Present
Bling Nation January 2009 - August 2010
Patelco Credit Union May 2007 - January 2009
Technology Credit Union May 2004 - March 2007
PayByTouch 2007 - 2007
NextCard Visa September 1998 - April 2003
Associates National Bank - Credit Card October 1984 - October 1994
Skills
Banking, Strategic Planning, Financial Services, Credit Cards, Vendor Management, Credit, Loans, Marketing, Business Development, Executive Management, Leadership, Strategic Partnerships, Retail Banking, Sales, Financial Analysis, CRM, Finance, Risk Management, Small Business Lending, Portfolio Management, Analytics, Team Management, Commercial Banking, Sales Management, Business Strategy, Strategy, Cross Selling, Mortgage Lending, Product Management, New Business Development, Management, Credit Unions, Mergers & Acquisitions, Relationship Management, Team Building, Consumer Lending, Coaching, Business Planning, Commercial Lending, Customer Experience, Customer Retention, Start-ups, Call Centers
Education
Golden Gate University 2004 — 2005
MS
Golden Gate University 2001 — 2004
BA
City of San Ramon August 2015 - Present
Patelco Credit Union December 2014 - August 2015
PureRED December 2012 - December 2014
Oakland Athletics March 2012 - September 2014
City of San Ramon September 2009 - December 2012
Comcast SportsNet Bay Area August 2011 - December 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Paint, Outstanding oral,..., Online Advertising, Social Media, Social Media Marketing, Marketing, Customer Service, Management
Education
California State University-East Bay 2010 — 2012
Bachelor of Arts (B.A.), Communication: Public, Professional, and Organizational
Las Positas College
Associate of Arts (A.A.), Liberal Arts and Sciences: Social Sciences
PacRim Marketing, Inc. October 2008 - Present
Nevada Corporate Headquarters October 2007 - September 2008
Hanakai Franchise October 2005 - September 2007
Strata Communications April 2007 - June 2007
Patelco Credit Union February 2003 - October 2005
Sprint PCS June 2000 - November 2002
Sprint Hawaii/Sprint PCS 1996 - 2002
Sprint PCS/Sprint Hawaii 1996 - 2002
Education
Drake University 1984 — 1986
BA
St. Andrew's Priory
Patelco Credit Union December 2014 - Present
Lane Community College May 2006 - December 2014
Northwest Community Credit Union November 2003 - November 2014
Congressional Federal Credit Union April 1996 - November 2003
Keane, Inc July 1995 - April 1996
Creditor Resources Inc. September 1994 - July 1995
Users Incorporated 1992 - 1994
Universal Campus Credit Union 1988 - 1991
Skills
Network Administration, IT Strategy, Vendor Management, Disaster Recovery, Network Security, Networking, Business Continuity, Banking, IT Management, Executive Management, Risk Management, Computer Security, Process Improvement, Management, Strategic Planning, Team Leadership, Team Building, Information Security..., Security, Leadership, Information Technology, Virtualization, Project Management, Governance, Integration, IT Operations, Budgets, Change Management, IT Audit, Business Strategy, Windows Server, ITIL, Data Center, Information Security, Call Centers, System Administration, CISSP, Outsourcing, VMware, Databases, Cloud Computing, Customer Service, Business Analysis, Strategy, Program Management, SaaS, CRM, Cloud, Vendor Contracts, Business Development
Education
George Mason University 1999 — 2001
Masters of Science, Information Systems Security
Brigham Young University 1987 — 1990
Bachelor of Science, Information Management
South High School 1979 — 1983
Diploma, General
Nims & Associates April 2004 - Present
Patelco Credit Union 1993 - 2004
Coastcom 1990 - 1993
Tel Plus Communications 1984 - 1989
Skills
Disaster Recovery, Cisco Technologies, VMware, Windows Server, Crystal Reports, Data Center, Cloud Computing, SAN, DHCP, Integration, Computer Hardware, Microsoft Exchange, Virtualization, IT Management, Troubleshooting, Servers, Citrix Metaframe, Networking, Active Directory
Education
California State University-Hayward - School of Business and Economics
BS
Redwood Credit Union June 2013 - Present
Patelco Credit Union October 2009 - May 2013
Charles Schwab Bank 2005 - 2009
Providian Financial 1996 - 2005
California Higher Education Loan Authority 1990 - 1996
Skills
Marketing Analytics, Credit, Credit Cards, Segmentation, Credit Risk, Financial Services, Process Improvement, Banking, Risk Management, Relationship Management, Analytics, Financial Analysis, Consumer Lending, Loans, Mortgage Lending, Loan Origination, Credit Analysis, Retail Banking, Mortgage Banking, Commercial Lending, Commercial Banking, Financial Risk, Credit Unions, Underwriting
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration - Finance Concentration
Patelco Credit Union June 2007 - Present
Patelco Credit Union June 2007 - Present
WAGHEARTED February 2009 - December 2013
Peeking Handicraft, Inc. March 2005 - May 2007
Blue Shield of California May 2000 - April 2005
Zonic Design January 1999 - October 2000
Uniten Behavioral Health March 1999 - April 2000
Skills
Web Design, Graphic Design, Illustration, User Interface Design, Fashion Design, Digital Media, Fine Art, Digital Marketing, Web Development, Digital Illustration, Website Promotion, Marketing, Brand Development, Branding & Identity, HTML 5, CSS, Adobe Creative Suite, Advertising, Online Advertising, Online Marketing, Flash Animation, Digital Video, Textile Design
Education
General Assembly 2014 — 2015
UI/UX design, UI/UX design
General Assembly 2013 — 2014
Certificate in Front End Web Development, Web Development
Academy of Art University 1994 — 1996
National Academy of Fine Art and Architecture 1991 — 1994
Bachelor of Arts (B.A.), Book Illustration/Graphic Design
Chevron February 2013 - Present
Patelco Credit Union May 2011 - January 2013
Safeway, Inc. September 2010 - May 2011
Safeway, Inc. March 2008 - September 2010
Safeway, Inc. January 2007 - March 2008
INROADS/Fairfield-Westchester Counties, Inc. September 2004 - January 2007
Liberty Travel January 2003 - September 2004
Lucent Technologies June 2000 - June 2002
Skills
Employee Relations, Talent Acquisition, Organizational..., Onboarding, Performance Management, Employee Engagement, Career Development, Talent Management, Recruitment/Retention, Hiring, Interviewing, Coaching, Conflict Resolution, College Recruiting, HR Policies, Leadership Development, Team Building, Change Management, Employment Law, Organizational..., Applicant Tracking..., Sourcing, Mentoring, Process Improvement, Talent Development, HR Strategy, Full-cycle Recruiting, Staff Development, Policy, Compliance, PeopleSoft, HRIS, Recruiting, Temporary Placement, Interviews, Personnel Management, Training, Human Resources, Management, New Hire Orientations, Job Descriptions, Benefits Administration, CRM, SDLC, Leadership
Education
University of San Francisco 2009 — 2011
Masters in Science, Organizational Development
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelors in Business Administration, Marketing
World at Work
Patelco Credit Union April 2013 - Present
Patelco Credit Union September 2012 - March 2013
Ellie Mae, Inc. September 2007 - September 2012
Pashchimi 2004 - 2010
Ellie Mae, Inc. September 2001 - August 2007
Webvan September 1999 - August 2001
Webvan (ISR) November 1998 - October 1999
Tata Consultancy Services May 1996 - October 1998
Skills
Technical Leadership, Agile Project Management, Software Development, C#, ASP.NET, .NET, SQL, XML, Agile Methodologies, Scrum, JIRA, Software Project..., SDLC, SaaS, Project Management, Release Management, Product Development, Mobile Applications, Cloud Computing, Test Automation, Microsoft SQL Server, Banking, Mortgage Banking, Microsoft Office, Oracle, IIS, Disaster Recovery, Management, Troubleshooting, Data Center, Enterprise Software, Web Services, Testing, Product Management, Web Applications, E-commerce, Mobile Devices, Cross-functional Team..., Software Engineering, Software Quality..., Quality Assurance, Requirements Analysis, Team Leadership, Security, Architectures, SOA, Enterprise Architecture, Perl
Education
Bengal Engineering and Science University, Shibpur 1992 — 1996
BE
Howrah Zilla School, West Bengal, India 1985 — 1992
High School
Portland Streetcar July 2015 - Present
TriMet October 2013 - July 2015
TriMet October 2011 - October 2013
City CarShare August 2006 - October 2011
Patelco Credit Union July 2006 - August 2006
Santa Cruz Community Credit Union June 2004 - June 2006
Staff of Life February 2004 - June 2004
Peet's Coffee & Tea June 2002 - December 2003
Beckmann's Old World Bakery November 1999 - June 2002
Hollywood Video February 1999 - July 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, Community Outreach, Community Development, Social Media, Microsoft Word
Education
Cabrillo College
David Geffen School of Medicine at UCLA October 2011 - Present
David Geffen School of Medicine at UCLA March 2008 - October 2011
Lenders First Choice January 2006 - November 2007
Patelco Credit Union August 2004 - August 2005
California Secretary of State February 2000 - March 2004
First Global Community College Nongkhai, Thailand May 2002 - July 2002
Skills
Web Development, Web Content Management, HTML, CSS, Photography, Photoshop, Microsoft Office, Communication, Communication Skills, Rhetorical Analysis, jQuery, FileMaker, Problem Solving, Public Relations, Microsoft Word, Microsoft Excel, PowerPoint, Research, Event Planning, Social Media, WordPress, Strategic Communications, Social Media Marketing, Web 2.0, Editing, Management
Education
California State University-Northridge 2005 — 2007
M.A., Communication Studies
California State University-Sacramento 2000 — 2004
B.A., Communication Studies
Patelco Credit Union April 2010 - Present
VA PAHCS July 2009 - July 2010
Bayer Pharmaceuticals August 2008 - July 2009
Sartorius Stedim Biotech June 2006 - December 2007
Napa Valley College January 2005 - June 2006
Multiplex Information Services August 1996 - December 2003
AMBR, Inc. 1994 - 1994
Skills
Access, Software Documentation, Training, Troubleshooting, Adobe Acrobat, Databases, Program Management, Project Management, Management, PowerPoint, Technical Support, Microsoft Excel, SharePoint, Process Improvement, Document Management
Education
Napa Valley College 2004 — 2008
Graphic Design, Figure Drawing, Fine Art
California State University-Sacramento 1986 — 1989
Computer Science/ Graphic Arts
Shasta College 1983 — 1986
AA, General Education
Patelco Credit Union December 2010 - Present
Golden Gateway Financial March 2009 - September 2010
FIRST ALLIED FUNDING February 2007 - July 2007
Irwin Home Equity 1998 - 2007
Providian Financial June 1996 - June 1998
BANK OF AMERICA September 1992 - May 1996
Skills
Reverse Mortgages, Mortgage Lending, Loans, Customer Service, Call Center, Cold Calling, Credit, Credit Analysis, Banking, FHA, Refinance, Loan Origination, Sales, Mortgage Banking, VA loans, Call Centers
Education
California State University-Hayward 1989 — 1992
Business Administration
Mount Eden High School 1986 — 1989
Diploma
Bank of America August 2013 - Present
EverBank September 2012 - September 2013
Patelco Credit Union April 2011 - September 2012
Watterson Prime June 2006 - April 2010
Skills
Financial Analysis, Portfolio Management, Due Diligence, Banking, Risk Management, Financial Risk, Credit, Mortgage Lending
Education
Florida State University 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
USS-Posco Industries October 2002 - Present
Patelco Credit Union 1998 - 2003
Education
California State University-East Bay 2000 — 2002
Bachelors, Computer Information Systems
Patelco Credit Union January 2008 - Present
KRS&Associates January 1999 - Present
Empire Realty Associates August 2003 - December 2008
SBC May 1969 - December 1998
Skills
Human Resources, Marketing, Sales, Event Planning, Payroll, Business Planning, PowerPoint, Telecommunications, Personnel Management, Office Management, Banking, Loans, Credit, Credit Analysis, Retail Banking, Relationship Management, Mortgage Lending, Cross Selling, Commercial Banking, Credit Risk, Business Development, Mortgage Banking, Loan Origination, Residential Mortgages, FHA, Reverse Mortgages, Credit Unions, Small Business Lending, Management, Leadership, Risk Management, Strategic Planning, Customer Service
Education
California State University-Fullerton 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
La Jolla High School
GED
BAY COMMERCIAL BANK July 2011 - January 2013
Patelco Credit Union January 2007 - January 2011
United States Peace Corps 2001 - 2003
Skills
Public Speaking, Microsoft Office, Customer Service, Event Planning, PowerPoint, Teaching, Community Outreach, Microsoft Word, Social Media, Leadership, Friendly Personality, Microsoft Excel, Genuine, Team Building, System Administration, Research
Education
Université Omar Bongo 1996 — 2000
B.A, ENGLISH
Patelco Credit Union February 2013 - Present
KeyPoint Credit Union January 2008 - November 2012
Skills
Banking, Credit, Retail Banking, Commercial Banking, Customer Service, Risk Management, Portfolio Management, Small Business Lending, Credit Risk, Finance, Insurance, Financial Risk, Financial Analysis
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Business Administration (B.B.A.), Finance, General
Nevada Corporate Headquarters, Inc. (NCH) October 2007 - Present
Hanakai Franchise October 2005 - September 2007
Patelco Credit Union February 2003 - October 2005
Sprint June 2000 - November 2002
Sprint Hawaii/PrimeCo Hawaii February 1996 - June 2000
Education
Drake University 1984 — 1986
BA, Journalism & Mass Communications
University of Hawaii at Manoa 1982 — 1984
Liberal Arts
Wells Fargo February 2007 - Present
Health Professionals September 2004 - February 2007
Patelco Credit Union November 2002 - September 2004
Providian Financial August 1998 - August 2002
Coast Federal Bank January 1990 - August 2002
Skills
Process Improvement, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Cash Management, Account Reconciliation, Finance, Accounts Receivable, Internal Controls, Auditing, General Ledger, Accounts Payable, Forecasting, Banking, Strategic Financial..., Internal Audit, Risk Management, Variance Analysis, Business Analysis, Budgets, Management, Vendor Management, Leadership, Analysis, Business Process, Cross-functional Team..., Financial Services, Program Management, Project Management, Credit Cards, Financial Planning
Education
Capella University 2013 — 2015
Master of Business Administration (M.B.A.), Project Management
University of Phoenix 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Patelco Credit Union February 2011 - Present
Valiant Hero Inc. 2012 - December 2013
Make IT Better Management Corp. January 2001 - February 2011
KnowledgePlex Inc. February 2008 - December 2009
Hayward & Castro Valley Adult School January 2002 - April 2008
NeoSilicon Inc May 2000 - February 2001
EXP Pharmaceutical Services Corp 1995 - 2000
Skills
Strategic Planning, General Business..., Management Consulting, Cross-functional Team..., Start-ups, Managerial Finance, Strategic Financial..., Consulting, Business Strategy, Coaching, Office Administration, MBA, Finance, Mortgage Lending, Human Resources, Management
Education
California State University-East Bay 1998 — 1999
Master of Business Administration (M.B.A.), Strategic Management
California State University-East Bay 1996 — 1998
CSUH, Bachellor of Science, Business Administration—Computer Information Systems
Patelco Credit Union April 2015 - Present
UCSF June 2014 - March 2015
Macy's Inc May 2009 - March 2014
Macy's, Inc March 2003 - March 2010
Macy's West July 1998 - March 2003
Skills
Management, Time Management, Merchandising, Retail, Employee Training, Public Speaking, Succession Planning, Troubleshooting, Sales, Employee Engagement, Customer Service, Leadership, Leadership Development, Training, Coaching, Onboarding, CRM
Education
California State University-Chico 1993 — 1998
Bachelor of Arts (B.A.), Child Developement
Larsen Wealth Management August 2007 - Present
Morgan Stanley March 1997 - August 2007
Barclays Global Investors March 1995 - March 1997
Patelco Credit Union December 1989 - March 1995
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
B.S. Business Administration, Finance
Flite May 2014 - Present
Flite August 2012 - Present
Patelco Credit Union September 2011 - August 2012
ADP November 2010 - April 2011
Genesis Mobile Autotechs April 2008 - May 2010
Prime Alliance Solutions INC May 2006 - April 2008
Skills
Product Management, Product Development, Online Advertising, Account Management, Marketing, Management, Digital Media, Salesforce.com, Digital Marketing, Advertising Operations, Mobile Advertising, Key Account Management, Project Management, Management Consulting, Microsoft Excel, Key Account Development, Sales Management, Lead Generation, Advertising
Education
University of San Francisco 2012 — 2014
Master of Education (M.Ed.), Digital Media and Learning
Eastern Washington University
Bachelors of Arts, History
Patelco Credit Union 2014 - Present
Jeanne D'Arc Credit Union 2005 - 2014
Bank of America 1994 - 2004
Skills
Loans, Banking, Commercial Banking, Consumer Lending, Credit, Process Improvement, Commercial Lending, Mortgage Lending, Credit Unions, Credit Analysis, Cash Management, Financial Analysis, Small Business Lending
Education
Boston University Questrom School of Business 1999 — 2000
MBA, Finance
St. Joseph's University 1982 — 1986
Bachelor of Science (BS), Accounting
Wescom Central Credit Union June 1996 - August 2008
Patelco Credit Union March 1989 - May 1996
Viacom Cable March 1981 - October 1984
Skills
Organizational..., Program Management, Strategic Planning, Strategy, Training, Marketing, Mergers, Leadership, Advertising, Public Speaking, Credit Unions, Credit, Loans, Business Development, Mergers & Acquisitions, Customer Service, Risk Management, Leadership Development, Consumer Lending, Banking, Operations Management, Team Building, Financial Analysis, Human Resources, Executive Management, Time Management, Online Marketing, Vendor Management, Coaching, Credit Cards, Management, CRM, Process Improvement, Financial Services, Performance Management, ACH, Analytics, Finance, Portfolio Management, Underwriting, Credit Risk, Commercial Lending, Mortgage Lending, Loan Servicing
Education
University of California, Berkeley 1973 — 1978
Graduate Work, Rhetoric, Linguistics
Creighton University 1962 — 1965
B.A., English, Philosophy, BioChemistry
Patelco Credit Union November 2010 - Present
Demandforce March 2010 - November 2010
JPMorgan Chase November 2009 - March 2010
Oracle March 2009 - November 2009
CAE Online January 2009 - March 2009
World Savings / Wachovia June 2002 - October 2008
Education
California State University-Chico 2000 — 2002
BA, Organizational Communication
University of Nevada-Reno 1997 — 1999
Business Management
Bank of America 2009 - Present
Patelco Credit Union 2000 - Present
WACHOVIA 1993 - Present
World Savings 1993 - Present
Patelco Credit Union March 2008 - November 2008
Wachovia Bank November 1998 - February 2008
Education
California State University-Hayward - School of Business and Economics 1995 — 2000
Business Adminstration
American Pacific Mortgage March 2013 - Present
Patelco Credit Union 2010 - March 2013
Patelco Credit Union January 2005 - August 2010
Skills
Banking, Credit, Loans, Consumer Lending, Mortgage Lending, Loan Origination, Credit Analysis, Mortgage Banking, Financial Analysis, Process Improvement, Residential Mortgages, Customer Service, Microsoft Office, Loan Servicing, Investments, Leadership, Team Building, Finance, Sales, Strategic Planning
Education
Brigham Young University 1993 — 2001
electronics, engineering
Patelco Credit Union January 2012 - February 2013
Patelco Credit Union November 2006 - January 2012
Wells Fargo May 2001 - April 2006
Wells Fargo March 2001 - April 2001
Cal Fed Bank December 1998 - September 2000
Skills
Loans, Banking, Credit, Consumer Lending, Retail Banking, Loan Origination, Cross Selling, Credit Unions
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science, Business Administration- Human Resources Management
Patelco Credit Union March 2012 - Present
Patelco Credit Union January 2003 - March 2012
Chambers & Chambers Wine Merchants February 1994 - December 2002
La Bocca Fina Catering September 1982 - 1994
Skills
Banking, Non-profit Partnerships, Community Outreach, Strategic Planning, Public Speaking, Financial Literacy, Business Development, Management, Event Coordination, Loans, Catering, Floral Design, Recipe Development, Leadership, Customer Service, Team Building, Credit, Program Management, Training, Event Planning, Marketing Strategy, Marketing, Investments, Sales, Microsoft Excel, Coaching, Risk Management, Credit Analysis, Mortgage Lending
Education
California Culinary Academy 1980 — 1982
Chef Certificate
San Diego State University-California State University 1969 — 1974
Bachelor of Arts (B.A.), Art/Art Studies, General
Mercy High School, Burlingame, CA 1965 — 1969
PaCaWellness September 2012 - Present
Windata (Microsoft Training Center, CTEC), León, Spain May 2007 - August 2009
Patelco Credit Union May 2005 - April 2007
PCA Network Consultants August 2004 - May 2005
Windata (Microsoft Training Centre), Leon, Spain October 1998 - July 2004
Resource Design Technology April 2002 - September 2002
HBA, an ADP Company October 1995 - May 1998
Olive Garden-Gastronomy Group-Rhino´s Italian Ristorante-Dahle´s, SLC, UT, USA January 1990 - August 1995
Utah Inmigration Project March 1987 - December 1989
United Hands June 1986 - March 1987
Skills
Software Documentation, Troubleshooting, System Administration, Servers, Technical Support, Project Management, Security, Management, Networking, Customer Service, LAN-WAN, Microsoft Office, Microsoft Excel, SEO, Access, Microsoft Word, Process Improvement, Training, Strategic Planning, Team Building
Education
CSU Sacramento 2012 — 2013
Bachelor's degree, Communication, General
Institucion Educativa Leonesa 1999 — 2001
MCSE, IT
Vaksman Law Offices, PC March 2014 - Present
SolarCity April 2013 - November 2013
SolarCity April 2012 - March 2013
SolarCity September 2011 - October 2012
Patelco Credit Union October 2005 - June 2011
Skills
Estate Planning, Customer Service, Certified Loan Signer, Solar Energy, Analysis, Training, Photovoltaics, Alternative Energy, Credit, Solar PV, Time Management, Renewable Energy, Banking, Credit Analysis, Green Technology, Business Analysis, Team Management, Management, Financial Analysis, Portfolio Management, Call Center, Accounting
Education
San Francisco State University 2013 — 2015
Paralegal Studies Certificate, Paralegal, 3.7 GPA
Golden Gate University 2008 — 2010
Business, Managment
California State University-Long Beach 1999 — 2004
Electrical and Electronics Engineering
Thurgood Marshall High School 1995 — 1999
Gold Star Mortgage Financial July 2015 - Present
Patelco Credit Union June 2012 - March 2015
Chase December 2010 - May 2012
Avex Funding 2003 - 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Credit, Residential Mortgages, Banking, Credit Analysis
Education
Gujarat University 1999 — 2001
Master's Degree, Master of Commerce, Major: Accountancy
Gujarat University 1996 — 1999
Bachelor's Degree, Bachelor of Commerce, Major: Accountancy & Business
California State University-East Bay
COURSEWORK AT CSU HAYWARD
Patelco Credit Union July 2015 - Present
Patelco Credit Union April 2015 - Present
California Tire & Wheels September 2014 - Present
Barclays February 2012 - July 2014
Barclays January 2010 - January 2012
Abu Dhabi Commercial Bank September 2008 - October 2009
Skills
Management, Microsoft Word, PowerPoint, Leadership, Research, Customer Service, Sales, Training, English, Outlook, Relationship building..., Fraud Management
Education
American International University 2004 — 2005
Master's degree, Computer Science
Allama Iqbal Open University 2001 — 2004
Bachelor's degree, Computer Science
JFK High School, New York 1996 — 1998
High School, Architectural Engineering
Redwood Credit Union May 2012 - Present
First US Community Credit Union May 2010 - May 2012
Patelco Credit Union June 2005 - January 2009
World Savings August 1998 - January 2005
Skills
Management
Education
California State University-Chico 1994 — 1997
BS, Business Administration
Yuba College 1991 — 1993
Associate, Science
Commonwealth Central May 2014 - Present
Patelco Credit Union March 2010 - May 2014
Tech CU 2005 - 2010
Skills
Investment Properties, Contract Negotiation, Microsoft Office, Sales, Research, Public Speaking, Customer Service, REO, Outlook, Short Sales, Coaching, Budgets, Team Building, Investors, Management, Training, Foreclosures, Real Estate, Sales Management, Marketing Strategy, Financial Analysis, Leadership, Accounting, First Time Home Buyers, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Negotiation, Analysis, Risk Management
Education
Brigham Young University 1999 — 2002
Bachelor of Arts (B.A.)
Patelco Credit Union December 2014 - Present
RPM Mortgage, Inc. May 2014 - December 2014
Bank of the West Wealth Management Group November 2011 - October 2013
Bank of the West a BNP Paribas Company August 2005 - November 2011
Citibank June 2003 - August 2005
Manila, Philippines Training Center February 2004 - December 2004
Wells Fargo Bank January 2002 - June 2003
Skills
Corporate Communications, Public Relations, Wealth Management, Strategic Communications, Sales Management, Management, Strategic Planning, Strategy, Leadership, Social Media, Investments, Finance, Sales, Marketing Communications, Training, Leadership Development, Event Management, Marketing Strategy, Project Planning, Digital Marketing, Business Strategy, Banking, Online Marketing, Entrepreneurship, Social Media Marketing, Marketing, Business Development, Online Advertising, New Business Development, Email Marketing, Direct Marketing, Editing, Social Networking, Market Research, Internal Communications, Media Relations, Relationship Management, Product Marketing, Team Building, Advertising, Brand Management, CRM, Coaching, Event Planning, B2B, Cold Calling, Account Management, Strategic Partnerships, Fundraising
Education
Gonzaga University 2009 — 2012
Master of Arts in Communication and Leadership Studies; National Communication Arts Honor Society, Communications
Patten University 2000 — 2009
BA, Communications, With High Honors
Patelco Credit Union June 2014 - Present
Patelco Credit Union 2014 - Present
Bank of America March 2013 - March 2014
Bank of America January 2012 - March 2013
Bank of America May 2011 - January 2012
HomEq 2004 - 2010
Skills
Loss Mitigation, Research, Leadership, Finance, Mortgage Lending, Project Management, Loan Modifications, Management, Loans, Coaching, Training, Customer Service, Analysis, Credit, Process Improvement, Financial Services, Banking
Education
Western Governors University 2011 — 2012
MBA, Management and Strategy, 3.5
California State University-Sacramento 2003 — 2007
Bachelor of Science, Business Administration - Operations
College of San Francisco 1999 — 2001
Associate of Sciences, Engineering Technology
Patelco Credit Union January 2008 - Present
OSH September 2001 - January 2008
Orchard Supply Hardware January 2001 - January 2008
Skills
Credit Unions, Loans, Banking, Credit, Credit Analysis, Loan Origination, Loan Servicing, Customer Service, Call Center
Education
Cañada College 2001 — 2004
English as a Second Language
Centro internacional de Programacion de Computadoras (high School) 1992 — 1994
highschool
Universidad Tecnológica de El Salvador
Computer Science
Patelco Credit Union January 2008 - Present
Empire Realty Associates September 2002 - January 2008
Intellicom, Division of Softnet December 2000 - May 2001
SBC 1970 - December 1998
Skills
Marketing, Sales Management, Strategic Planning, Boardroom and..., Facilities Planning, Human Resources, Business Development, Management, Sales, Project Management, Project Planning, Contract Negotiation, Training, Event Planning, Negotiation, Leadership, Business Planning, Team Building, Banking, Account Management, Customer Service, Investment Properties
Education
California State University-Fullerton 1971 — 1975
B.A., English
Bank of the West 2015 - Present
Patelco Credit Union 2014 - 2015
First Republic Bank 2013 - 2014
Chevron Federal Credit Union 2007 - 2012
Kaiperm Federal Credit Union 2000 - 2007
Fremont Bank 1991 - 2000
Skills
OFAC, BSA/AML/OFAC Compliance..., Bank Secrecy Act, Leadership, Risk Management, Operations Management, Consumer Lending, Strategic Planning, Process Improvement, Mortgage Banking, Retail Banking, Vendor Management, Call Center, Branch Management, Customer Service, Credit, Credit Unions, Fraud, Banking
Education
California State University-East Bay
Business Administration, Marketing Management
Travis Credit Union March 2014 - Present
Sacramento Credit Union December 2012 - March 2014
Patelco Credit Union July 2008 - July 2011
Sterlent Credit Union March 2007 - July 2008
Heritage Community Credit Union August 2002 - February 2007
Golden 1 Credit Union August 1998 - August 2002
The Golden 1 Credit Union May 1993 - August 1998
Skills
Mortgage Lending, Loans, Management, Loan Servicing, Branch Banking, Sales, Budgets, Training, Credit Unions, Consumer Lending, Banking
Education
California State University-Sacramento
Business Management
WCMS
Patelco Credit Union April 2013 - Present
Patelco Credit Union September 2011 - March 2013
Alliance Credit Union June 2004 - July 2011
Valley Credit Union October 2002 - June 2004
WFS Financial April 1997 - October 2002
Skills
Credit, Process Improvement, Banking, Risk Management, Financial Analysis, Cash Management, Credit Risk, Mortgage Lending, Credit Analysis, Loans, Finance, Consumer Lending, Management, Team Building, Loan Origination, Portfolio Management, Financial Services, Financial Risk
Education
Foothill College
Accounting Courses
Hyde Park Central School District October 2009 - Present
Patelco Credit Union December 2005 - May 2009
Academy Bank March 2005 - September 2005
Academy Bank-Colorado Springs,CO. March 2005 - September 2005
Wells Fargo December 2000 - June 2003
Skills
Banking, Loans, Sales, Credit, Outlook, Microsoft Office, Microsoft Word, Customer Service
Education
College of Marin 1993 — 1995
English Major
Tamalpais High School 1990 — 1993
High School Diploma, Academic
Light Sound Studios February 2008 - Present
Extra Space Storage September 2010 - December 2010
Bethel Leadership Institute March 2010 - April 2010
Patelco Credit Union November 2006 - April 2007
Skills
Microsoft Excel, Pro Tools, Audio Post Production, Composition, Customer Service, Data Entry, Editing, Foley, Logic Pro, Mastering, Music Production, OS X, Recording, Singing, Songs, Sound, Sound Design
Education
Expression College for Digital Arts 2007 — 2009
Bachelor of Applied Science, Sound Arts
Diablo Valley College 2000 — 2005
Associate, Arts
Patelco Credit Union March 2011 - Present
Gala Bakery & Party Shoppe September 2007 - Present
ANN INC. November 2009 - November 2011
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Design and Visual Communications, General
Arroyo high school 2006 — 2009
GED
Patelco Credit Union 1999 - 2007
Education
Philippine Christian University
Master of Business Administration (M.B.A.)
Philippine Women's Universitym, Manila
Bachelor of Arts (B.A.), Economics
Patelco Credit Union January 2015 - Present
Patelco Credit Union November 2002 - December 2014
Skills
Banking, Loans, Customer Service, Retail Banking, Mortgage Lending, Sales, Risk Management, Credit Analysis, Leadership, Credit, Business Development, Product Development, Leadership Development, Staff Development, Program Development, Curriculum Development, Project Planning, Project Delivery, Cross-functional Team..., Adult Education, Work Under Minimal..., Training, Employee Training, Training & Development, Recruiting, Time Management, Financial Services, Regional Development, Mentoring, Teamwork, Team Building, Team Motivation, Sales Motivation, Performance Management, Performance Improvement, Strategic Planning
Education
Western CUNA Management School 2015 — 2017
California State University-Sacramento 2005 — 2008
Bachelor's Degree, Social Sciences
Sierra College 2002 — 2005
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Patelco Credit Union December 2014 - July 2015
Stanford Federal Credit Union 2011 - December 2014
Stanford Federal Credit Union 2006 - 2011
Washington Mutual 1998 - 2006
Skills
Customer Service, Banking, Credit Unions, IRAs, Health Savings Accounts, Trusts, Accounting, Outlook
Education
De Anza College 2011 — 2011
Certificate, Medical Insurance Specialist/Medical Biller
Half Moon Bay High School 1994 — 1998
General Studies
Patelco Credit Union August 2014 - Present
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Financial Analysis, Credit Analysis, Loans, Leadership, Small Business Lending, Portfolio Management, Business Development, Finance, Loan Origination, Underwriting, Relationship Management, Credit Risk, Team Building, Strategic Planning, Management, Sales
Education
Fresno Pacific University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Patelco Credit Union May 1998 - Present
1st United Services Credit Union January 1988 - April 1998
Education
College of Alameda
Associate's Degree, Accounting