Suncrest Bank
Founded: 2008
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Suncrest Bank Employees
Suncrest Bank December 2013 - August 2015
Bank of the West August 2010 - December 2013
Valley Business Bank August 2002 - July 2010
Bank of America June 2000 - August 2002
Skills
Microsoft Excel, Home Equity Loans, Credit, Accounting, Loan Modifications, Loans, Bank Management, Commercial Banking, Small Business Lending, Banking, Commercial Real Estate, Commercial Lending, Financial Analysis, Real Estate, Finance, Investments, Risk Management, Credit Analysis, SBA, Commercial Mortgages, Lines Of Credit, Real Estate Financing, Treasury Management, Consumer Lending, Asset Based Lending, Loan Origination, Retail Banking, Underwriting, Mortgage Lending, Cash Management, Mortgage Banking, Credit Risk, Portfolio Management, Construction Loans, Cross Selling, Deposits, Relationship Management, Financial Risk, Refinance, Private Banking, Financial Structuring, Middle Market, Financial Services, Real Estate Economics, Wealth Management, Commercial Finance, Capital Markets, FHA, Residential Mortgages, Asset Management
Education
Pacific Coast Banking School 2005 — 2007
Finance
California State University, Fresno 1995 — 2000
B.S., Finance
Ameris Bank April 2015 - Present
Suncrest bank January 2014 - July 2014
Suncrest Bank August 2012 - January 2014
Bank of the Sierra September 2009 - August 2012
County Bank 2007 - 2009
CA Stockmen's Bank 2001 - 2007
Kings River State Bank 1999 - 2001
Skills
Credit, Small Business Lending, Commercial Banking, Banking, Loans, Team Building, Financial Analysis, Customer Service, Retail Banking, Consumer Lending, Management, Sales Management, Portfolio Management, Credit Analysis
Education
West Hills College Lemoore 2005 — 2005
Principals of Accounting
College of the Sequoias 1997 — 1997
Intro to Paralegalism and Legal Terminology
Suncrest Bank February 2014 - Present
Suncrest Bank May 2011 - Present
Suncrest Bank April 2009 - April 2011
Skills
Commercial Banking, Banking, Retail Banking, Credit, Opening New Accounts, Event Planning, Customer Service, Small Business, Brochures, Compliance, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Marketing, Business Development, Consumer Lending, Credit Analysis, Mortgage Lending, Loans, Lines Of Credit, Small Business Lending, Payments
Education
Porterville High School 2003 — 2007
Porterville College
Business Administration and Management, General
Suncrest Bank June 2008 - Present
University of Phoenix June 2010 - Present
Success in Recovery January 2010 - Present
SHRM Tulare-Kings County Chapter January 2008 - December 2012
SHRM 2007 - 2011
Animal Health International, Inc. September 2005 - 2008
West Corporation February 1989 - June 2003
Skills
Government, Program Development, Administration, Organizational..., Community Outreach, Microsoft Office, Finance, Analysis, Leadership, Management, Training, Strategic Planning, Organizational..., Leadership Development, Human Resources, Team Building, Public Speaking, Coaching, Customer Service, Nonprofits, Process Improvement, Public Relations, Sales, Marketing, Temporary Placement
Education
Chapman University 2007 — 2009
Masters, Human Resources
Chapman University 2006 — 2007
Bachelors, Organizational Leadership
Suncrest Bank 2015 - Present
Suncrest Bank 2013 - Present
Fresno First Bank 2009 - 2013
Suncrest Bank May 2008 - June 2009
Rabobank August 2001 - May 2008
Skills
Portfolio Management, Microsoft Word, Microsoft Excel, Sales, Microsoft Office, Outlook, Financial Analysis, Underwriting, Commercial Lending, Loans, Mortgage Lending, Credit Analysis
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA)
University of Phoenix 2002 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Central Valley Community Bank August 2011 - May 2012
Finance and Thrift Co. September 2010 - August 2011
Coast National Bank October 2008 - September 2010
Finance & Thrift Company June 2008 - September 2008
Suncrest Bank January 2008 - June 2008
Coast National Bank September 2003 - January 2008
Skills
General Ledger, Financial Reporting, GAAP, Internal Controls, Cash Management, Sarbanes-Oxley Act, Financial Analysis, Accounting, Tax, Internal Audit
Education
California Polytechnic State University-San Luis Obispo 2007 — 2007
Accounting
Columbia College 2007 — 2007
Accounting
Cuesta College 2002 — 2003
Architechture/Design
Michigan State University 1998 — 2002
BA Business, Economics
Valencia Real Estate September 2015 - Present
Toll Brothers September 2014 - September 2015
Woodside Homes, Kennedy Wilson, Oxygen Investments, 15th & L Street Investors 2006 - 2015
Suncrest Bank February 2011 - December 2012
McMillin Homes May 2008 - February 2011
Valencia Real Estate Consulting January 2004 - May 2008
Lucas & Mercier Development 2001 - 2004
Meritage Homes 1998 - 2001
Greystone Homes 1992 - 1998
Skills
Customer Service, Home Building, Market Planning, Budgeting, Contract Negotiation, Team Building, Social Media, Marketing Strategy, Real Estate, Budgets, Homebuilding, Real Estate Development, Negotiation, New Home Sales, Strategic Planning, Property Management, Single Family Homes, Sales, Residential Homes
Education
UC Davis
B.S., Agricultural Science & Management
UC Davis
M.S. Candidate, Community Development
Fresno First Bank December 2012 - Present
Tulare County CDC June 2009 - Present
Suncrest Bank May 2009 - December 2012
County Bank February 2000 - May 2009
Regency Bank 1995 - 2000
Valleycorp / Valley Wide Bank March 1994 - November 1995
US SBA July 1990 - March 1994
Walco International 1989 - 1990
Skills
Credit, Small Business Lending, Underwriting, Servicing, Commercial Lending, Construction Loans, Due Diligence, Loans, SBA, Loan Servicing, SBA 504, Credit Analysis, Commercial Banking, Banking, USDA, Mergers & Acquisitions, Lines Of Credit, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Asset Based Lending, Credit Risk, Portfolio Management, Treasury Management, Refinance, Retail Banking, Loan Origination, Cash Flow Lending, Mortgage Lending, Cash Management, Financial Structuring, Deposits
Education
California State University, Fresno 1986 — 1989
BS, Finance
Suncrest Bank March 2015 - Present
Rabobank BGZ August 2013 - December 2014
Rabobank BGZ September 2010 - July 2013
Rabobank April 2008 - August 2010
Rabobank January 2005 - March 2008
Rabobank September 2002 - December 2004
Offutt Companies January 1998 - August 2002
Affinity Plus Federal Credit Union April 1995 - March 2001
St. Paul Bank for Cooperatives (now CoBank) August 1993 - December 1997
Skills
Banking, Credit Risk, Derivatives, Financial Risk, Financial Markets, Credit, Commercial Banking, Risk Management, Portfolio Management, Retail Banking, Mergers & Acquisitions, Finance, Loans, Asset Management, Financial Services, Debt Restructuring
Education
University of Minnesota-Twin Cities 1991 — 1993
Master of Science (MS), Concentration in Probability Theory and Combinatorics.
Universität Ulm, Germany 1987 — 1991
Master of Science (MS), Economics, Finance, Mathematics, Computer Science, Statistics.
University of Wisconsin-Milwaukee 1986 — 1987
Graduate Studies in Mathematics.
Bank of the Sierra July 2014 - Present
RMA Fresno Chapter August 2013 - Present
Premier Valley Bank March 2013 - July 2014
Suncrest Bank January 2012 - March 2013
Suncrest Bank October 2009 - January 2012
Professional Business Bank March 2007 - July 2009
Central Valley Community Bank July 2002 - March 2007
Skills
Notary Public, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Asset Based Lending, Commercial Mortgages, SBA, Banking, Construction Loans, Credit, Customer Service, Lines Of Credit, Loan Origination, Loan Servicing, Real Estate Financing, Underwriting, Commercial Banking
Education
California State University, Fresno 1986 — 1991
BA, Psychology
Suncrest Bank February 2014 - Present
Bank of the Sierra July 2006 - Present
Fresno Madera Farm Credit June 2004 - June 2005
Skills
Loans, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Credit, Loan Origination, Lines Of Credit, Commercial Mortgages, Credit Risk
Education
Cal Poly San Luis Obispo 2000 — 2004
BS, Dairy Science