Western Financial Bank
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Western Financial Bank Employees
Stewart Title Guaranty Co December 2014 - Present
Ticor Title July 2010 - December 2014
www.nationstitle-ca.com March 2008 - November 2009
Financial Title Company October 2004 - October 2007
Western Financial Bank June 2003 - October 2004
Skills
Title Insurance, Escrow, Real Estate Transactions, Real Estate, Major Accounts, National Account Sales, Commercial Real Estate, Commercial Banking, Banking, Selling, Sales, Business Loans, Business Development, REO, Short Sales, Entrepreneurship, New Business Development, Mortgage Lending, Referrals, Leadership, Team Building, Sales Management, Social Networking, Customer Negotiations, Customer Service, Training & Development, Strategic Planning, Marketing, Networking, Negotiation, Real Estate Development, Training, Employee Training, Investment Properties, Loans, Sellers, Residential Homes, FHA, National Accounts, Investors, Foreclosures, Mortgage Banking, Investments, Real Estate Economics, Single Family Homes, Finance, Real Estate Financing, Commercial Mortgages, Disposition, Property
Education
University of California, Los Angeles 1966 — 1967
Finance
Los Angeles City College 1963 — 1965
General
Immaculate Heart High School
Yamaoka Associates, Inc. May 2001 - Present
Western Financial Bank May 2000 - May 2001
Skills
Property Management, Real Estate, Investment Properties, Rentals, Leases, Referrals, Apartments, Real Estate Transactions, Disposition, Negotiation, Condos, Landlords, Tenant, REO, Buyer Representation, Contract Negotiation, Corporate Real Estate, Real Estate Development, Property, Customer Service, Investors, Lease Administration, Residential Homes, Luxury, Yardi
Education
De Anza College
First Bank May 1998 - Present
Laguna Niguel Chamber of Commerce 2014 - 2015
Laguna Niguel Chamber of Commerce 2014 - 2015
First Bank May 1998 - January 2014
Western Financial Bank May 1995 - May 1998
Skills
Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Portfolio Management, Home Equity Lines of..., Retirement Planning, Life Insurance, Annuity Sales, Banking Relationships, Small Business, Customer Service, Financial Services, Marketing Strategy
Education
Hartnell College 1989 — 1990
Business Administration
King City High School 1986 — 1989
Business
Comfort Laser Clinics August 2010 - Present
Stephan Enterprises Inc June 2006 - Present
Kondaur Capital June 2007 - August 2010
Sprint Funding Corp December 2000 - June 2007
Conseco 1997 - 2000
Western Financial Bank 1994 - 1997
Skills
Mortgage Banking, REO, Investment Properties, Tattoo Removal, Real Estate, Loans, Mortgage Lending, Sales Management, Asset Managment, Sales, FHA, Loan Origination
Education
San Diego State University-California State University 1988 — 1992
Bachelor, Criminal Justice
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Banc of California November 2014 - Present
The Business Connection Brea June 2014 - Present
Fullerton Education Foundation June 2011 - Present
Popular Community Bank September 2012 - November 2014
Opus Bank November 2011 - September 2012
Fullerton Community Bank November 2002 - November 2011
Western Financial Bank April 2001 - March 2002
Downey Savings June 1995 - April 2001
Skills
Banking, Small Business Lending, Retail Banking, Consumer Lending, Cash Management, Financial Analysis, Sales Management, Bank Secrecy Act, Refinance, Customer Service, Portfolio Management, Treasury Management, Management, Risk Management, Relationship Management, New Business Development, Strategic Financial..., Sales, Asset Management, Budgets, Investments, Team Building, Time Management, Operations Management, Loan Origination, Insurance, Cash Flow, Process Improvement, Asset Based Lending, Credit Cards, Financial Risk, Finance, Coaching, Lines Of Credit, Private Banking, Leadership, Branch Banking, Deposits, Cross Selling, Small Business, Branch Management, Credit Risk, Business Development, Notary Public, Financial Institutions, Banking Relationships, Home Equity Loans, Financial Transactions, Loans
Education
University of Phoenix 1997 — 2000
Business Management
Rancho Santiago College 1994 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Huntington Learning Center 2013 - Present
RPG/Petit Party 2009 - Present
Wells Fargo 2004 - 2008
KTVU September 2003 - June 2005
Western Financial Bank 2001 - 2002
Skills
Editing, Public Relations, Media Relations, Strategic Communications, Social Media, Corporate Communications, Press Releases, Internal Communications, Marketing Communications, Nonprofits, Newsletters, Crisis Communications
Education
California State University-East Bay 2003 — 2005
Bachelor of Arts (B.A.), Broadcast Journalism
Carleton University 1998 — 2000
Broadcast Journalism
California Republic Bank September 2013 - Present
Wells Fargo Bank August 2002 - September 2013
Wachovia Bank NA February 2007 - January 2009
Western Financial Bank April 2002 - February 2007
Downey Savings September 1998 - June 2000
Skills
Credit, Banking, Loans, Customer Service, Financial Analysis, Business Analysis, Cash Management, Commercial Banking, Microsoft Excel, Outlook, Portfolio Management, Real Estate, Sales, Team Building
Education
South Baylo University 2006 — 2011
MAOM, Acupuncture and Oriental Medicine
San Diego State University-California State University
Union Bank April 1987 - Present
Western Financial Bank 1984 - 1987
La Jolla Seville January 1979 - January 1984
Skills
Business Development, Credit Cards, Mortgage Lending, Commercial Banking, Vendor Management, Wealth Management, Credit, Mergers, Strategic Planning, Management, Cash Management, Credit Risk, Portfolio Management, Loans, Commercial Lending, Lines Of Credit, Loan Origination, Executive Management, Finance, Investments, Mortgage Banking, Credit Analysis, Cards, Operational Risk..., Call Centers
Education
Indiana University Bloomington 1981 — 1983
BS, Indiana University - Kelley School of Business
University of San Diego 1978 — 1981
Bachelor of Science (BS), Business
La Jolla High School 1975 — 1978
Fiserv April 2012 - August 2014
FDIC January 2010 - January 2012
Cambridge Funding Group February 2008 - July 2008
Citi September 2006 - December 2007
Aegis Correspondent Corporation 2005 - 2006
SV White Hawk March 2001 - May 2005
World Wide Search 1996 - 2001
Ford Consumer Finance 1995 - 1996
Agent Financial l Ganis Credit Corporation l Bank of Boston 1994 - 1995
Western Financial Bank 1987 - 1993
Skills
Personnel Recruiting, Team Building, Start-ups, B2B, Strategic Planning, B2C, New Business Development, Sales Management, Process Improvement, Team Leadership, Operations Management, Cold Calling, Account Management, Team Management, Analysis, Business Development, Organizational..., Mortgage Underwriting, Personnel Selection, Income Statement, Selling, Banking, Portfolio Management, Financial Analysis, Risk Management, Leadership, Marketing Strategy, Sales, Credit, Management, Loan Servicing, Loans, Training, Mortgage Lending, Finance, Loan Origination, Mortgage Banking, Underwriting, Cross-functional Team..., Data Analysis, Mergers & Acquisitions, Financial Services, Competitive Analysis, Insurance, Recruiting, Asset Management, Investments, Project Management, Executive Management, CRM
Education
University of California, San Diego
BA
Kenyon College
Signal Hill Petroleum, Inc. November 2005 - Present
Western Financial Bank 2002 - 2005
ADP 1999 - 2002
SAS Safety Corp. 1993 - 1999
Skills
Corporate Social..., Community Outreach, Corporate Communications, Corporate Social Media, Sales Management, Marketing Communications, Project Management, Sales, Seismic Imaging, Oil Industry, Real Estate Development, Chambers of Commerce, Ethical Leadership, Board of Directors, Government Liason, Public Speaking
Education
California State University-Fresno
Bachelor's degree, International Business
Iron Mountain September 2013 - Present
Titanium Technologies December 2010 - September 2013
Nag, Inc. August 2012 - October 2012
Wiser Design May 2008 - December 2010
Sacred Scribes Media January 2007 - May 2008
Titanium Technologies April 2002 - January 2007
Wiser Design March 2001 - April 2002
Digital Business Systems July 1999 - March 2001
Incomnet Communications Corporation December 1997 - July 1999
Western Financial Bank September 1996 - December 1997
Skills
Disaster Recovery, Cisco Technologies, Microsoft Technologies, Cisco, Network Engineering, Network Architecture, Web Design, Web Development, Managed Hosting, Infrastructure Projects, Search Engine..., B2B eCommerce, Network Security, Servers, Information Security..., Graphic Design, Content Management, IT Strategy, Social Networking, Internet Services, Internetworking, Mobile Technology, Smart Home Technologies, Local Government, Enterprise Solution..., Technical Documentation, HP, Sun, Novell, Copy Editing, Business Intelligence, Copywriting, SEO copywriting, Google Analytics, Google Adwords, Google Webmaster Tools, Technical Training, Telecommunications, Project Coordination, Construction Management, Home Automation, Home Networking, Custom Publishing, Book Production, End User Support, Help Desk Management, Corporate Branding, Sales Engineering, Product Development, Enterprise Architecture
Education
California State University-Long Beach 1986 — 1987
Wentworth Military Academy 1983 — 1986
College Preparatory
West High School 1982 — 1983
Wells Fargo Bank September 2008 - Present
Sunwest Bank May 2003 - September 2008
Western Financial Bank October 2001 - May 2003
Skills
Banking, Loans, Credit, Small Business Lending, B2B, Commercial Banking, Sales Process, Benefits Negotiation, Commercial Lending, Financial Markets, Credit Analysis, Cash Management, New Business Development, Portfolio Management, Management, Relationship Management, Executive Coaching, Lines Of Credit, Financial Services, Mortgage Lending, Consumer Lending, Loan Origination, Treasury Management
Education
California State University-Fullerton
The Orange County Register 2002 - Present
The Orange County Register 2002 - Present
Western Financial Bank 1998 - 2002
ASIMCO Technologies Limited November 1997 - November 1998
Skills
Advertising, Campaigns, Social Media, Direct Response, Marketing, Online Advertising, Advertising Sales, Return on Investment, Sales Promotion, Digital Media, Market Research, Copywriting, Digital Marketing, Digital Strategy, Direct Mail, Email Marketing, Entrepreneurship, Facebook, Lead Generation, Media Buying, Media Planning, Mobile Advertising, Mobile Devices, Mobile Marketing, Multimedia, Newspapers, Online Marketing, Publishing, SEM, Sales, Sales Management, Social Media Marketing, Social Networking, Video
Education
The University of Dallas
SERVPRO of Glendora/San Dimas November 2005 - Present
CRDN January 2005 - November 2005
GE Capital January 2002 - January 2005
Western Financial Bank March 2001 - January 2002
Verdisys Inc March 1999 - March 2001
Skills
Strategic Planning, Sales Management, New Business Development, Customer Service, Account Management, Sales, Insurance, Negotiation, Microsoft Excel, Microsoft Office, Marketing Strategy, Business Planning, Strategy, Sales Operations, B2B
Education
California State University, Fresno 1997 — 2002
BA, Agricultural Business Economics
Banc Home Loans February 2014 - Present
Intercap Renovate December 2011 - February 2014
Benchmark Funding, Inc 2010 - January 2012
Hammond Securities September 1998 - August 2009
BrooksAmerica Mortgage December 1997 - September 1998
Western Financial Bank June 1993 - December 1997
The Hammond Company 1993 - 1995
Skills
Mortgage Banking, FHA, Loans, Mortgage Lending, Credit, Loan Origination, Management, Risk Management, First Time Home Buyers, Loss Mitigation, Leadership, FHA financing, Financial Analysis, Certified Mortgage..., Investors, Process Improvement, Real Estate, Investment Properties, Refinance, Single Family Homes, Credit Analysis, Construction Loans, Sellers, Underwriting, USDA, VA loans, Residential Mortgages, Reverse Mortgages, Government Loans, Mortgage Marketing, Foreclosures, Mortgage Underwriting, Real Estate Financing, Home Equity Loans, Loan Servicing, Mortgage Servicing, FHA Financing
Education
University of Phoenix 1996 — 1998
MBA Technology Managment
Sonoma State University 1989 — 1993
BA, Political Science
Dana Hills High School
QuestSoft October 2010 - Present
Medsphere Systems Corporation February 2010 - September 2010
Citi Residential Lending 2007 - 2009
ACC Capital Holdings 2005 - 2007
Ameriquest Mortgage January 2001 - 2005
MicroVisions / FutureLink January 1999 - December 2001
Western Financial Bank March 1997 - January 1999
First Mortgage Corporation February 1993 - March 1997
Skills
AJAX, XML, Software Development, CSS, Business Intelligence, Visual Studio, SDLC, Oracle, MySQL, JavaScript, SQL, Visio, PL/SQL, Microsoft SQL Server
Education
California State University-Long Beach 1986 — 1988
Jennifer Jacquez Design May 2004 - Present
Aquent 2004 - 2011
Western Financial Bank July 2005 - December 2005
Day Runner/ Meadwestvaco March 2003 - April 2004
PacifiCare Health Systems 2002 - 2002
Kingston Technology 1996 - 2001
Canon 1994 - 1996
Intralink Film Graphic Design January 1994 - July 1994
Skills
Packaging, Logo Design, Brochures, Posters, Catalogs, Newsletters, Advertising, Graphic Design, Photoshop, Adobe Creative Suite, Illustrator, InDesign, Mac, Marketing Communications, Corporate Identity, Typography, Microsoft Office, QuarkXPress, Adobe Acrobat, Corporate Branding, Promotions, Pre-press, Direct Mail, Graphics, Illustration, Art Direction, Production, Layout, Creative Direction, Branding Development, Retouching, Flyers, POS, PowerPoint, Logos, Print Production, Print Collateral, Business Cards, Banners, Visual Communication, Creative Development, Invitations, Stationery, Concept Development, Creative Services, Creative Strategy, Collateral Design, Photo Editing, Marketing Materials, Creative Problem Solving
Education
University of California, Los Angeles 1990 — 1994
BA
Birmingham High School
Neighborhood Housing Services of Orange County September 2000 - Present
Western Financial Bank September 1983 - June 2000
Skills
Real Estate Broker
Education
UCLA 1963 — 1965
Certificate, Construction Management
USC 1953 — 1957
BS, Real Estate
Banc of California June 2014 - Present
Farmers & Merchants Bank of Long Beach March 2014 - June 2014
CapitalSource Bank October 2011 - March 2014
OneWest Bank April 2006 - October 2011
US Bank April 2005 - April 2006
Western Financial Bank July 2003 - April 2005
Wells Fargo Bank April 1998 - January 2001
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Risk Management, Internal Controls, Banking, AML, Financial Risk, Retail Banking, Commercial Banking, Operational Risk, Bank Secrecy Act, KYC, COSO, Sarbanes-Oxley, Due Diligence, Loans, Enterprise Risk..., Fraud, Operational Risk..., Document Review, Risk Assessment
Education
University of California, Irvine 1996 — 2000
Bachelor of Science, Social Science
EXADIGM INC March 2008 - February 2010
University of California November 2006 - November 2007
Western Financial Bank May 2006 - January 2007
Southern California College of Optometry July 2005 - October 2005
Hospital for Special Surgery October 2001 - May 2005
AMERISPAN SALUD MEDICAL PROGRAM July 2003 - August 2003
Sigma Alpha Mu January 2002 - May 2002
Skills
Customer Service, Leadership, Marketing, Access, Microsoft Excel
Education
New York University 2001 — 2005
B.A., Economics, Spanish
Wells Fargo Bank June 2010 - Present
Wells Fargo Bank January 2008 - June 2010
Wells Fargo Bank 2002 - 2007
Western Financial Bank 1998 - 2002
Education
Indiana University Bloomington 1979 — 1984
BS, Finance
Thirty-One Gifts July 2013 - Present
Avon Products February 2011 - Present
Round Table Pizza March 2010 - Present
Fuddruckers November 2006 - September 2007
Guaranty Bank September 2002 - December 2002
Western Financial Bank September 2000 - September 2002
Gary L. Bell Insurance Agency March 1995 - November 1996
Skills
Customer Service, Excel, PowerPoint, Data Entry, Retail, Customer Satisfaction, Word, Problem Solving, Merchandising, Microsoft Excel, Administrative..., Outlook, Process Improvement, Microsoft Word, Project Management, Sales, Inventory Management
Education
University of Phoenix 2012 — 2014
Master's degree, Business Administration, 3.5
Kaplan University - Online 2011 — 2012
Master's Program, Business Administration
University of Phoenix 2007 — 2010
Bachelor, Business Administration
MGIC October 2006 - Present
American Brokers Conduit January 2002 - 2006
Capitol Commerce Mortgage January 2002 - August 2003
Prism Mortgage 1999 - 2002
Western Financial Bank 1997 - 1999
SNMC Management Corporation 1993 - 1994
AccuBanc Mortgage Corporation 1988 - 1993
Criterion Financial Corporation 1986 - 1988
Skills
Mortgage Banking, Loan Origination, Public Speaking, Mortgage Insurance, Financial Modeling, Financial Analysis, Team Leadership, Sales Management, Account Management, Mortgage Lending, Loans, Residential Mortgages, Finance, Leadership, Salesforce.com, Insurance, Underwriting, Sales, FHA, Loan Servicing, Mortgage Underwriting, Investments, Mortgage Marketing, Credit, Portfolio Management, USDA, VA loans, FHA financing, Loss Mitigation, Construction Loans, Refinance, Government Loans, Banking, Consumer Lending, Commercial Lending, Credit Analysis, Credit Risk, Wholesale Lending, Real Estate Financing, Strategic Financial...
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Finance
Golden 1 Credit Union February 2014 - Present
CCV Shift February 2010 - June 2014
Midcom March 2011 - June 2012
Chase Bank December 2009 - January 2011
Bank of the West August 2007 - September 2009
Volt Services Group January 2007 - July 2007
Western Financial Bank October 2003 - January 2007
In N Out July 2002 - August 2003
Skills
Technical Recruiting, Investment Banking, Banking, Recruiting, Aerospace, New Business Development, Human Resources, Team Building, Sales Management, Management, Business Development, Sales
Education
Cal State Fullerton 2001 — 2005
Education
Charter Oak High School 1997 — 2001
U.S. Bank March 2015 - Present
Opus Bank January 2014 - March 2015
Bank of America January 2012 - August 2013
Asian Business Association of San Diego November 2008 - January 2013
JPMorgan Chase March 2010 - January 2012
Citibank July 2007 - March 2010
Union Bank of California March 2003 - July 2007
Western Financial Bank December 2001 - March 2003
Skills
Commercial Banking, Banking, Real Estate, Microsoft Office, Accounting, Credit, Management, Finance, Mortgage Lending, Loans, Commercial Mortgages, Commercial Lending, Business Analysis, Sales Management, New Business Development, Financial Services, Portfolio Management, Underwriting, Customer Service, Investments, Risk Management, Financial Analysis, Small Business Lending, Sales, Loan Origination, Credit Analysis, Entrepreneurship, Marketing, Program Management, Mortgage Banking, Cash Management, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Consumer Lending, Business Development, Refinance, SBA, Relationship Management, Retail Banking, Asset Based Lending, Cross Selling, Wealth Management, Residential Mortgages, FHA, Credit Cards, Branch Management, Deposits, Financial Risk, Credit Risk
Education
San Diego State University-California State University 2003 — 2007
B.S. in Business Administration, Finance & Psychology
San Diego Mesa College 2000 — 2003
A.A./A.S./Business Certificate, Business Administration/Accounting/Liberal Studies
Raytheon April 2015 - Present
Self- employed Information Technology June 2003 - Present
ViewSonic September 2013 - April 2015
Canon USA July 2007 - December 2010
Western financial bank May 2006 - February 2007
American Thermoform Corporation September 2004 - February 2006
Skills
Microsoft Excel, Salesforce.com, Budgets, Customer Service, PowerPoint, Product Marketing, Team Building, Business Analysis, Outlook, Bid Pricing, Computer Hardware, Forecasting, Microsoft Word, Research, MS Excel Pivot Tables, Vlookup, Information Security, Information Assurance, Strategic Planning, Salesforce.com..., Financial Analysis, Financial Modeling, Oracle Discoverer, Microsoft SQL Server, Network Security, A+ Certified..., Negotiation, Editing, Adobe Photoshop, Corporate Finance
Education
California State Polytechnic University-Pomona 2011 — 2013
Bachelor's of Science, FRL
Orange Coast College
Computer information Systems
PRIMO POWDER COATING & SANDBLASTING January 1995 - Present
PRIMO POWDER COATING & SANDBLASTING January 1994 - Present
ELITE MORTGAGE CONSULTANTS September 1983 - Present
2006-2008 New World Mortgage January 2005 - January 2008
2005 New Century Mortgage January 2000 - January 2005
Residential Credit Corporation January 2001 - January 2002
Corwest Banc January 2000 - January 2001
Residential Credit January 1998 - January 2000
Western Financial Bank January 1998 - January 1999
Community Funding January 1995 - January 1997
Skills
Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Operations Management, System Administration, Public Speaking, Budgets, Training, Management, Research, Account Management, Sales, Analysis, Accounting, Administration, Troubleshooting, Process Improvement, Team Leadership, Auditing, Project Planning, Underwriting, Team Building, Microsoft Word, Commercial Real Estate, Government, Outlook, Software Documentation, Retail, Data Analysis, Customer Service, Teamwork, Negotiation, Human Resources, Mortgage Banking, Inventory Management, Pricing, Leadership Development, Time Management, Purchasing, Recruiting, Risk Management, Process Scheduler, Manufacturing, Policy, Customer Satisfaction, Forecasting, Product Development, Six Sigma, Proposal Writing
Education
Saddleback College 1992 — 1994
Bachelor's degree, Fashion/Apparel Design
Wyższa Szkoła Społeczno-Przyrodnicza im. Wincentego Pola 1988 — 1992
Bachelor of Commerce (B.Com.), Computer and Information Sciences and Support Services
Orange Coast College
Bachelor of Applied Science (B.A.Sc.), Accounting; Computer Science
LPL Financial October 2001 - Present
Westfin Securities June 1993 - October 2001
Western Financial Bank June 1993 - July 1995
Skills
Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Investment Advisory..., Asset Management, 401k's, IRA's, Life Insurance, Long Term Care Insurance, IRAs, Strategic Financial..., Investments, 401k, Financial Services, Retirement, FINRA, Asset Allocation, Securities, Finance
Education
California State Polytechnic University-Pomona 1985 — 1990
Bachelor of Science, Finance/Real Estate/Law
Insight Financial Services April 2005 - Present
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2002 - August 2003
Wells Fargo Bank August 1999 - June 2002
Skills
Excel, Customer Service, PowerPoint, Word, Visio, Salesforce.com, Crystal Reports, Microsoft Excel, Outlook, Leadership, Sales, Training, Management, CRM, Analysis, Sales Management, Microsoft Word, Business Development, Strategy, Process Improvement, Marketing, Finance, Banking, Solution Selling
Education
California State University-Fullerton
B.A., Business Administration, Finance
Mega Capital Funding Inc August 2015 - Present
Land Home Financial Services February 2013 - May 2015
Greenlight Mortgage Partners December 2011 - January 2013
US Bank August 2010 - September 2011
Home Savings of America June 2008 - July 2010
Washington Mutual Bank 1995 - June 2008
Directors Mortgage/Courtesy Funding April 1993 - April 1995
Statewide Capital Funding January 1991 - April 1993
Western Financial Bank January 1990 - February 1991
Home Savings of America - HF Ahmanson January 1989 - January 1990
Skills
Mortgage Lending, Sales Management, Construction Loans, Loans, Mortgage Banking, Loan Origination, Credit, Underwriting, Refinance, FHA, Banking, Credit Analysis, Portfolio Management, Finance, Recruiting, VA loans, Residential Mortgages, Financial Services, Leadership, Sales, Management, Commercial Lending, Sales Operations, Relationship Management, Analysis, Consumer Lending, Real Estate Economics, Investments, Mortgage Underwriting, Credit Risk, USDA, Loss Mitigation
Education
California State University-Northridge 1986 — 1988
Bachelors of Science, Business Administration - double Major Finance and Real Estate
CareCredit January 2015 - Present
Toyota Financial Services July 2014 - May 2015
Toyota Financial Services June 2012 - July 2014
Sprint Prepaid Group July 2009 - June 2012
Fairway Capital October 2008 - February 2009
Auto Club of Southern California February 2006 - October 2008
BowTie Inc. October 2005 - February 2006
Western Financial Bank February 2002 - October 2005
KPMG May 2001 - February 2002
Deutsche Financial Services July 1999 - May 2001
Skills
Direct Marketing, Direct Mail, Creative Strategy, Advertising, Vendor Management, Customer Acquisition, Internal Communications, Print Management, Microsoft Office, Salesforce.com, Hitbox, Google Adwords, Budgets, Creative Direction, Email Marketing, Lead Generation, Marketing Communications, Project Management, Strategy
Education
California State University-Long Beach 1992 — 1994
BA, Journalism
Orange Coast College 1989 — 1992
AA, Speech Communications
California Republic Bank May 2014 - Present
CapitalSource Bank July 2008 - May 2014
Fremont Investment & Loan January 2006 - July 2008
Westcorp 1988 - 2006
Western Financial Bank ( WestCorp) 1988 - 2006
Western Financial Bank 1988 - 2006
WFS FINANCIAL Inc2003 - 2006 1988 - 2006
WFS Financial 1987 - 2006
Education
California State University-Fullerton
ViewSonic Corporation May 1998 - Present
Western Financial Bank September 1997 - May 1998
American Savings Bank March 1986 - July 1997
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Provident Savings Bank February 2009 - Present
The Pampered Chef May 2008 - December 2012
Indymac Bank 2008 - 2008
Fieldstone Mortgage Company 2002 - 2007
Evergreen Moneysource December 1999 - December 2000
Western Financial Bank August 1997 - November 1999
Pacific Thrift and Loan August 1996 - February 1997
BrooksAmerica Mortgage April 1993 - March 1995
Education
San Diego State University-California State University 1976 — 1981
Liberal Studies
TaxAudit.com July 2012 - Present
Your Money Matters Inc December 2008 - April 2012
Jackson Hewitt January 2008 - April 2008
Icon Residential Capital 2007 - 2007
WestWorks Mortgage 1997 - 2006
WFS Financial 1997 - 1999
Western Financial Bank 1995 - 1999
Shearson Lehman Mortgage July 1985 - January 1994
Education
Coastline College 2008 — 2011
Associate of Arts, Law - Paralegal Studies
Saddleback College 2007 — 2009
Business Management
Strategic Tax Alliance 2007 - Present
Westworks Mortgage 1999 - 2006
Western Financial Bank 1995 - 1999
The Hammond Company, The Mortgage Bankers 1993 - 1995
Shearson Lehman Mortgage 1984 - 1993
Skills
Management Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Irvine
B.A., Economics
Smart Financial Credit Union January 2015 - Present
Smart Financial Credit Union May 2013 - Present
Evangelical Christian Credit Union December 2012 - May 2013
Evangelical Christian Credit Union December 2005 - December 2012
Western Financial Bank 2003 - 2005
Morgan Stanley September 2000 - June 2003
McDonald's Corporation August 1993 - September 2001
Skills
Loans, Banking, Credit, Asset Management, Financial Analysis, Loan Syndication, New Business Development, Sales Management, Business Relationship..., Sales, Commercial Lending
Education
University of Wisconsin-Madison 2006 — 2006
Business Lending Certificate, Credit Union Business Lending Curriculum
University of Redlands 1999 — 2001
MBA, Finance
Howard University 1988 — 1992
BBA, Marketing
Verbum Dei 1984 — 1988
H.S. Diploma
Western Asset Management February 2006 - January 2007
Western Asset Management 2006 - 2007
Western Financial Bank July 2005 - October 2005
TD Waterhouse September 2004 - December 2004
Morgan Stanley June 2003 - July 2004
Nicholas Applegate February 2001 - October 2001
Education
California State University-Northridge 1996 — 2000
BS
The Barry S. Slatt Mortgage Banking Company October 2005 - Present
The Bank of Hemet January 2001 - October 2005
Western Financial Bank March 1996 - September 2001
Education
University of California, Los Angeles
Finance, Real Estate Finance
California Republic Bank February 2012 - Present
Topaz Ridge, LLC March 2011 - June 2012
Golden Spoon Franchising September 2008 - December 2009
HSBC Auto Finance 2005 - 2007
WFS Financial 1995 - March 2005
Western Financial Bank ( WestCorp) 1995 - 2005
Western Financial Bank 1995 - 2005
WFS Financial 1988 - 2005
Westcorp 1988 - 2005
Western Financial 1988 - 2005
Education
Brigham Young University 1977 — 1984
Master of Accountancy, Accounting
First Foundation Bank January 2008 - Present
Commercial Capital Bank 2003 - 2007
Western Financial Bank 1998 - 2003
Home Saving 1997 - 1998
Wells Fargo 1989 - 1997
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans, Small Business Lending, Commercial Banking, Cash Management, Portfolio Management, Credit, Asset Based Lending, Wealth Management, Underwriting, Finance, Leadership, Investments, Investment Advisory, Start-ups, Strategic Financial..., Lines Of Credit, Financial Advisory, Asset Management, Wealth, Wealth Management...
Education
University of Cincinnati
BA
University of Phoenix
MBA
Home Support Services Pty Ltd March 2006 - Present
Pacific Bank January 2002 - Present
Casa De Oro ADHC Inc February 2010 - January 2012
Chicos Fas December 2009 - September 2011
Western Financial Bank February 2003 - January 2004
Bank of America January 1998 - January 2002
Education
Capella University
BS, Business Administration/Human Resource
Kensington University
BS, Business Administration/Marketing
Shorewest Realtors May 2014 - Present
Wells Fargo Bank August 2011 - May 2014
Wachovia Bank February 2007 - January 2009
Western Financial Bank August 1999 - February 2007
Sunwest Bank January 1981 - August 1999
Far West Savings & Loan April 1975 - January 1981
Skills
Training, Banking, Microsoft Office, Employee Training, Marketing, Management, Selling, Team Building, Leadership, Commercial Banking, Time Management, Recruiting, Coaching, Sales Management, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
BS, Management
UCLA
Bank of Hemet April 2001 - Present
Western Financial Bank 1987 - 2001
Skills
Commercial Lending, Financial Risk, Credit, Commercial Banking, Small Business Lending, Banking, Strategic Financial..., Mergers & Acquisitions, Credit Analysis, Financial Analysis, Executive Management, Consumer Lending, Portfolio Management, Strategic Planning, Commercial Mortgages, Investments, Loans, Mortgage Lending, Financial Institutions, Retail Banking
Education
UCLA Anderson School of Management 2000 — 2002
MBA
University of California, Santa Barbara 1979 — 1983
Business
Bank of the West / BNP Paribas 2012 - Present
Bank of the West October 2007 - Present
Western Financial Bank 1999 - 2007
Skills
Commercial Banking, Finance, Management, Financial Services, Banking, Cash Management, Commercial Lending, Small Business Lending, Private Banking, Credit Analysis, Loans, Portfolio Management, Credit, Retail Banking, Mortgage Lending, Consumer Lending
Education
California State University-Long Beach - College of Business Administration 1988 — 1991
MBA, Marketing
University of California, Santa Barbara 1980 — 1984
BA, Economics
Stearns Lending October 2013 - Present
Wells Fargo January 2002 - October 2012
Wells Fargo Home Mortgage January 2002 - January 2006
Western Financial Bank January 1996 - January 1998
Norwest Wholesale Mortgage January 1995 - January 1996
Norwest Wholesale January 1990 - January 1995
Independence One Mortgage January 1990 - January 1995
Independence One Mortgage January 1989 - January 1990
North American Mortgage January 1987 - January 1988
Community American Mortgage January 1985 - January 1987
Skills
Mortgage Banking, Mortgage Lending, Mortgage Industry, Mortgage, Loans, Refinance, Investments, Profit, Underwriting, Loan Origination, FHA, Lead Generation, Loan Servicing, Leadership, Sales Management, Residential Mortgages, Training, Sales, Management, VA loans, Funding, Credit, Banking, USDA, Relationship Management, Mortgage Underwriting, VA Loans
Education
University of California, San Diego and San Diego State 1977 — 1981
Bachelor of Arts (B.A.)
San Diego State University
Bachelor of Arts
University of California, San Diego and San Diego State
Bachlor
University of San Diego
None January 2010 - Present
Self Employed April 1990 - February 2010
HomeTown Mortgage October 2000 - February 2006
New Century Mortgage Corporation June 1997 - November 1999
Western Financial Bank June 1998 - May 1999
Skills
Credit Analysis, Mortgage Underwriting, Mortgage Banking, Sales Management, Loan Origination, Credit, Sales, Management, Loans, Mortgage Lending, Training, Negotiation, Customer Service
Education
The Ohio State University 1987 — 1990
B.S.B.A., Finance
Carl Sandburg College Galesburg 1981 — 1983
Associates in Science, Mathematics
Orange County Business Bank October 2014 - Present
Farmers & Merchants Bank of Long Beach March 2005 - October 2014
Western Financial Bank 2002 - 2005
Citizens Business Bank 1999 - 2002
Bank of America 1989 - 1999
Skills
Commercial Lending, Loans, Commercial Banking, CRM, Banking, Small Business Lending, Credit Analysis, Credit, Mortgage Lending, Asset Based Lending, Commercial Mortgages, Portfolio Management, Loan Origination, Underwriting, Lines Of Credit, Consumer Lending, SBA, Mortgage Banking, Finance, Real Estate Financing, Cash Management, Construction Loans, Credit Risk, Retail Banking, Residential Mortgages, Treasury Management, Refinance
Education
California State University-Long Beach 1988 — 1992
BS, Political Science
Union Bank November 2010 - Present
Wachovia, A Wells Fargo Company June 2002 - February 2010
Western Financial Bank June 2002 - June 2006
Education
California State University-Fullerton 1995 — 1999
Business Administration, Finance
California State University-Fullerton 1995 — 1999
Bachelor of Arts, Finance
Fujitsu April 2009 - Present
FFE Transportation Services January 2007 - May 2009
Northrop Grumman Information Systems 2001 - 2007
MCI 2000 - 2001
First American Financial 1993 - 2000
Western Financial Bank 1989 - 1993
Union Federal Bank 1986 - 1989
Skills
Telecommunications, Data Center, Vendor Management, Cisco Technologies, VoIP, Disaster Recovery, Integration, MPLS, Managed Services, Service Delivery, Project Management, Unified Communications, VPN, SharePoint, Wireless, Telecommunications..., Telephony, ITIL, IT Service Management, IT Project Leadership, Telecommunications..., Telecom Expense..., Vendor Management..., Third Party Vendor..., Full project lifecycle..., Visio, IP PBX, WebEx, Telecommunication..., Nortel Meridian, Vendor Contracts, Vendor Relationship..., ShoreTel, Nortel Certified Support, Vendor Relationships, Telecom Infrastructure, MPLS Networking
Education
Cerritos College 1985 — 1987
ShoreTel
VoIP
Trade - Global Knowledge
Telecommunications - Infrastructure - System Analyst
Milan Capital Management March 2014 - Present
Leeds Property Management & Investments May 2008 - June 2014
California State University, Northridge October 2013 - February 2014
The Transit Coalition August 2012 - November 2013
University Credit Union October 2004 - November 2011
Western Financial Bank August 2003 - June 2004
Washington Mutual Bank February 2002 - August 2003
Skills
Customer Service, Microsoft Office, Sales, Banking, Social Media Marketing, Windows, Property Management, Spanish, Microsoft Excel, Project Planning, Leadership, Management, Photoshop, Technical Project..., Project Management, Safe routes to schools, Community Engagement, Urban Planning, Transportation Planning, Community Outreach, Business Development, Grant Writing, Lobbying, Market Planning, Social Media Outreach, Transit-oriented..., Cap-n-trade, Complete Streets, Community Development, Public Speaking, Public Outreach, Microsoft SQL Server, MS Excel Pivot Tables, Data Mining, Blogging, Facebook, Social Media, Public Relations, Operations Management, Proposal Writing, Social Networking, Event Planning
Education
UCLA Extension Technical Management Program 2013 — 2015
Project Management Certificate, Project Management
Los Angeles Pierce College 2013 — 2014
Geographical Information System
California State University-Northridge 2011 — 2013
Bachelor's Degree, Business Administration. Option: Systems Operations Management, Minor: Urban Studies and Planning
Los Angeles Valley College 2010 — 2011
Transfer Courses, Business Administration, Management and Operations
Los Angeles Mission College 1999 — 2002
Associate in Arts, Interdisciplinary Studies
MUFG Americas March 2015 - Present
Union Bank May 2013 - March 2015
Union Bank August 2010 - May 2013
Wachovia, A Wells Fargo Company December 2008 - August 2010
Wachovia Bank February 2007 - November 2007
Western Financial Bank February 2004 - February 2007
Skills
Training, Retail, Auditing, Customer Service, Banking, Quality Assurance, Financial Services, Retail Banking, Relationship Management, Leadership
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2007
Business Administration, General Management
California Republic Bank September 2007 - Present
Western Financial Bank August 2004 - July 2007
Bank of Orange County January 1989 - June 2003
Skills
Commercial Lending, Banking, Credit Analysis, Credit, Retail Banking, Mortgage Lending, Loans, Portfolio Management, Commercial Banking, Consumer Lending, Treasury Management
Education
Cochise College 1980 — 1982
Associate of Arts (AA)
California Republic Bank Vice PresidentWells Fargo Bank2008 - 2010
Wachovia, A Wells Fargo Company 2005 - 2008
Western Financial Bank 1999 - 2005
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA, Strategic Planning
Villanova University 1993 — 1997
BS, Finance
JPMorgan Chase December 2012 - March 2014
JPMorgan Chase March 2007 - November 2012
ResMae Mortgage September 2004 - March 2007
Countrywide Mortgage February 2003 - September 2004
Western Financial Bank February 2001 - February 2003
Skills
Mortgage Lending, Risk Management, Loan Origination, Loans, Underwriting, Management, Call Centers, Loan Servicing, Credit Review, Collections, Accounts Payable, Auditing, HMDA Reviews, Finance, Consumer Lending, Credit Risk, Banking, Mortgage Banking, Customer Service
Education
Orange Coast College 2000 — 2004
Business Administration and Management, General