Affinity Bank
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Affinity Bank Employees
Employee
Years
Job
Industry
Eddie Capovilla Eddie Capovilla's Affinity Bank Experience May 2003 - May 2005
Job Banking Professional
Industry Banking
Experience
Bank of the West 2008 - 2013
American Riviera Bank (arbv) July 2006 - November 2008
Bank of the West May 2005 - July 2006
Affinity Bank May 2003 - May 2005
Montecito Bank & Trust October 1985 - May 2003
Skills
Organizational..., Team Management, Communication, Banking, Management, Cross Selling, Small Business Lending, Retail Banking, Consumer Lending, Credit, Loans, Customer Service, Commercial Banking, Commercial Lending, Financial Services, Relationship Management, Mortgage Lending, Lines Of Credit
Education
Santa Barbara City College 1985 — 1987
Bank of the West 2008 - 2013
American Riviera Bank (arbv) July 2006 - November 2008
Bank of the West May 2005 - July 2006
Affinity Bank May 2003 - May 2005
Montecito Bank & Trust October 1985 - May 2003
Skills
Organizational..., Team Management, Communication, Banking, Management, Cross Selling, Small Business Lending, Retail Banking, Consumer Lending, Credit, Loans, Customer Service, Commercial Banking, Commercial Lending, Financial Services, Relationship Management, Mortgage Lending, Lines Of Credit
Education
Santa Barbara City College 1985 — 1987
Derek Hutchison Derek Hutchison's Affinity Bank Experience April 2006 - August 2008
Job Intermediate Finance Analyst at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
Pacific Western Bank August 2008 - May 2014
United States Marine Corps April 2004 - May 2013
First California Bank 2008 - 2013
Affinity Bank April 2006 - August 2008
DIRECTV August 2005 - April 2006
Skills
Credit, Budgets, Loans, Commercial Real Estate, Programming, Financial Structuring, ALLL, Strategic Planning, Leadership, Critical Thinking, Financial Analysis, Customer Service, Project Planning, Portfolio Management, Microsoft Office, Management, Operations Management, Microsoft Excel, Microsoft Word, Team Building, Banking, Analysis, Team Leadership, PowerPoint, Negotiation, Time Management, Outlook, Process Improvement, Commercial Lending, Finance, Loan Origination, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
BS Management, Business, Management, Finance
University of Nevada-Reno 2002 — 2003
Mechanical Engineering
Ventura High School 1998 — 2002
Bank of America May 2014 - Present
Pacific Western Bank August 2008 - May 2014
United States Marine Corps April 2004 - May 2013
First California Bank 2008 - 2013
Affinity Bank April 2006 - August 2008
DIRECTV August 2005 - April 2006
Skills
Credit, Budgets, Loans, Commercial Real Estate, Programming, Financial Structuring, ALLL, Strategic Planning, Leadership, Critical Thinking, Financial Analysis, Customer Service, Project Planning, Portfolio Management, Microsoft Office, Management, Operations Management, Microsoft Excel, Microsoft Word, Team Building, Banking, Analysis, Team Leadership, PowerPoint, Negotiation, Time Management, Outlook, Process Improvement, Commercial Lending, Finance, Loan Origination, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
BS Management, Business, Management, Finance
University of Nevada-Reno 2002 — 2003
Mechanical Engineering
Ventura High School 1998 — 2002
Nancy Amonn Nancy Amonn's Affinity Bank Experience October 2007 - May 2009
Job Owner
Industry Health, Wellness and Fitness
Experience
Self-employed June 2009 - Present
Affinity Bank October 2007 - May 2009
Nordstrom November 2006 - October 2007
Centex Homes October 2002 - May 2005
KB Home June 1997 - April 2002
Skills
Real Estate, Marketing, Real Estate Development, Customer Service, Sales, Loans, Licensed Esthetician in..., Certified Healing..., Small Business, Strategic Planning
Education
Santa Barbara City College 2005 — 2007
Associate of Arts (A.A.)
San Diego Mesa College 1996 — 1998
Studied ASL and Art, Fine/Studio Arts, General
San Diego City College 1972 — 1974
Studied Real Estate and Psychology, a great combination., Real Estate
Southwestern Junior College 1968 — 1970
Real Estate Finance
Self-employed June 2009 - Present
Affinity Bank October 2007 - May 2009
Nordstrom November 2006 - October 2007
Centex Homes October 2002 - May 2005
KB Home June 1997 - April 2002
Skills
Real Estate, Marketing, Real Estate Development, Customer Service, Sales, Loans, Licensed Esthetician in..., Certified Healing..., Small Business, Strategic Planning
Education
Santa Barbara City College 2005 — 2007
Associate of Arts (A.A.)
San Diego Mesa College 1996 — 1998
Studied ASL and Art, Fine/Studio Arts, General
San Diego City College 1972 — 1974
Studied Real Estate and Psychology, a great combination., Real Estate
Southwestern Junior College 1968 — 1970
Real Estate Finance
Terri Larson Terri Larson's Affinity Bank Experience November 2007 - May 2009
Job Sr Financial Services Representative at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank April 2014 - Present
CapitalSource Bank May 2009 - Present
Affinity Bank November 2007 - May 2009
Skills
Retail Banking, Marketing, Business Development, Customer Service, Compliance, Volunteering, Non-profit Volunteer, Communication Skills, Loans
Education
Cal Poly San Luis Obispo
BS Business Administration, Marketing
Pacific Western Bank April 2014 - Present
CapitalSource Bank May 2009 - Present
Affinity Bank November 2007 - May 2009
Skills
Retail Banking, Marketing, Business Development, Customer Service, Compliance, Volunteering, Non-profit Volunteer, Communication Skills, Loans
Education
Cal Poly San Luis Obispo
BS Business Administration, Marketing
Rebecca Watkins Rebecca Watkins's Affinity Bank Experience September 2010 - March 2014
Job Marketing Associate, Traffic Specialist
Industry Financial Services
Experience
Financial Services Firm March 2014 - Present
Affinity Bank September 2010 - March 2014
Benson Media May 2008 - September 2010
Skills
InDesign, Photoshop, Microsoft Office, Constant Contact, Event Planning, Email Marketing, Direct Marketing, Marketing, Advertising, Online Advertising, Social Media, Market Research, Newsletters, Trade Shows, Press Releases
Education
Reinhardt College 2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Financial Services Firm March 2014 - Present
Affinity Bank September 2010 - March 2014
Benson Media May 2008 - September 2010
Skills
InDesign, Photoshop, Microsoft Office, Constant Contact, Event Planning, Email Marketing, Direct Marketing, Marketing, Advertising, Online Advertising, Social Media, Market Research, Newsletters, Trade Shows, Press Releases
Education
Reinhardt College 2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Evita Smith, M.Div, MSOL's Affinity Bank Experience August 2010 - August 2011
Job Pastor and Teacher at Kingdom Seekers Community Church
Industry Religious Institutions
Experience
Kingdom Seekers Community Church September 2010 - Present
Affinity Bank August 2010 - August 2011
Atlanta Metro District FGBCF October 2007 - October 2010
Furman University August 2009 - May 2010
Candler School of Theology 2008 - 2009
Candler School of Theology August 2007 - May 2008
St. Paul Grant Park UMC June 2007 - December 2007
Atlanta Realty Executives October 2005 - October 2006
Vanity Fair Intimates March 1999 - October 2005
VF Corporation 1999 - 2005
Skills
Motivational Speaking, Preaching, Teaching/mentoring, Administrative Support, Office Administration, Bookkeeping, Writing Skills, Meeting Planning, Event Planning, Non-profits, Customer Service, Administrative..., Nonprofits, Leadership, Public Speaking, Life Coaching, Accounting, Small Business, Pastoral Care, Pastoring, Church Events, Management, Teaching, Theology, Volunteer Management, Gospel, Biblical Studies
Education
Brenau University 2011 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership
Emory University 2006 — 2009
Masters of Divinity, Theology
DeVry University 1999 — 2002
BS, Business Information Systems
Kingdom Seekers Community Church September 2010 - Present
Affinity Bank August 2010 - August 2011
Atlanta Metro District FGBCF October 2007 - October 2010
Furman University August 2009 - May 2010
Candler School of Theology 2008 - 2009
Candler School of Theology August 2007 - May 2008
St. Paul Grant Park UMC June 2007 - December 2007
Atlanta Realty Executives October 2005 - October 2006
Vanity Fair Intimates March 1999 - October 2005
VF Corporation 1999 - 2005
Skills
Motivational Speaking, Preaching, Teaching/mentoring, Administrative Support, Office Administration, Bookkeeping, Writing Skills, Meeting Planning, Event Planning, Non-profits, Customer Service, Administrative..., Nonprofits, Leadership, Public Speaking, Life Coaching, Accounting, Small Business, Pastoral Care, Pastoring, Church Events, Management, Teaching, Theology, Volunteer Management, Gospel, Biblical Studies
Education
Brenau University 2011 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership
Emory University 2006 — 2009
Masters of Divinity, Theology
DeVry University 1999 — 2002
BS, Business Information Systems
Mitch Kreeger, MAI SRA MBA's Affinity Bank Experience July 2003 - September 2009
Job Chief Appraiser | Appraisal Reviewer | Environmental & Seismic Risk | "Appraisal Leader for Tomorrow's Environment"
Industry Banking
Experience
Kreeger Consulting January 2000 - Present
SoCal Appraisal & Environmental Outsource Group October 2014 - Present
Boston Private Bank & Trust Company May 2012 - February 2014
Pacific Capital Bancorp / Santa Barbara Bank & Trust January 2011 - May 2012
Ventura County Assessor's Office December 2010 - January 2011
Affinity Bank July 2003 - September 2009
Starpoint Properties, LLC November 2002 - March 2003
Kreeger Consulting 2000 - 2003
Bank of America 1991 - 1999
Western Federal Savings & Loan 1986 - 1991
Skills
Valuation, Real Estate, Appraisals, Risk Management, Banking, Commercial Real Estate, Mortgage Lending, Investment Properties, Real Estate Economics, Investments, Management, Leadership, Strategic Planning, Residential Homes, Financial Risk, Research, Construction, Policy, Cash Flow, Technical Reviews, Microsoft Excel, Team Building, Project Management, Real Estate Transactions, Market Research, Disposition, Microsoft Office, Brokerage, Property Management, PowerPoint, Microsoft Word, Feasibility Studies, Compliance, Training, Technical Review, Residential, Risk, Problem Solving, Job Management, Project Leadership, Detail Oriented, Appraisal Dept Creation, Environmental Risk, Seismic Risk Mgmt, Appraisal Review, RIMS (ExactBid), Argus Modeling, Professional Networking, Chief Appraiser, Principal Consultant
Education
RMA CART
RMA CART
Appraisal Institute
MAI, SRPA, SRA, Real Estate Appraisal and Consulting
California State University-Northridge
MBA, Business / Real Estate Finance
University of Southern California - Marshall School of Business
BS, Real Estate Finance and Business Economics
California State University-Northridge
Business (Lower Division; Dean's List)
Alpha Kappa Psi
Kreeger Consulting January 2000 - Present
SoCal Appraisal & Environmental Outsource Group October 2014 - Present
Boston Private Bank & Trust Company May 2012 - February 2014
Pacific Capital Bancorp / Santa Barbara Bank & Trust January 2011 - May 2012
Ventura County Assessor's Office December 2010 - January 2011
Affinity Bank July 2003 - September 2009
Starpoint Properties, LLC November 2002 - March 2003
Kreeger Consulting 2000 - 2003
Bank of America 1991 - 1999
Western Federal Savings & Loan 1986 - 1991
Skills
Valuation, Real Estate, Appraisals, Risk Management, Banking, Commercial Real Estate, Mortgage Lending, Investment Properties, Real Estate Economics, Investments, Management, Leadership, Strategic Planning, Residential Homes, Financial Risk, Research, Construction, Policy, Cash Flow, Technical Reviews, Microsoft Excel, Team Building, Project Management, Real Estate Transactions, Market Research, Disposition, Microsoft Office, Brokerage, Property Management, PowerPoint, Microsoft Word, Feasibility Studies, Compliance, Training, Technical Review, Residential, Risk, Problem Solving, Job Management, Project Leadership, Detail Oriented, Appraisal Dept Creation, Environmental Risk, Seismic Risk Mgmt, Appraisal Review, RIMS (ExactBid), Argus Modeling, Professional Networking, Chief Appraiser, Principal Consultant
Education
RMA CART
RMA CART
Appraisal Institute
MAI, SRPA, SRA, Real Estate Appraisal and Consulting
California State University-Northridge
MBA, Business / Real Estate Finance
University of Southern California - Marshall School of Business
BS, Real Estate Finance and Business Economics
California State University-Northridge
Business (Lower Division; Dean's List)
Alpha Kappa Psi
Krystal Jones's Affinity Bank Experience August 2008 - August 2009
Job at
Industry Food & Beverages
Experience
Schreiber Foods International February 2015 - Present
Pactiv May 2013 - January 2015
Ultimate Superfoods April 2011 - May 2013
Pacific Western Bank August 2009 - April 2011
Affinity Bank August 2008 - August 2009
The Coffee Bean & Tea Leaf January 2007 - May 2008
Boudin Bakery & Cafe October 2005 - August 2006
Skills
Sales, Marketing, Account Management, Sales Operations, New Business Development, Leadership, Microsoft Excel, Cold Calling, Marketing Strategy, Research, Microsoft Office, CRM, Trade Shows, Food, Foodservice Distribution, Communication, Banking, Customer Service
Education
California State University Channel Islands 2008 — 2010
Bachelor's degree, Major: Communication Emphasis: Business and Nonprofit
Grossmont College 2006 — 2008
AA, University Transfer Studies
Schreiber Foods International February 2015 - Present
Pactiv May 2013 - January 2015
Ultimate Superfoods April 2011 - May 2013
Pacific Western Bank August 2009 - April 2011
Affinity Bank August 2008 - August 2009
The Coffee Bean & Tea Leaf January 2007 - May 2008
Boudin Bakery & Cafe October 2005 - August 2006
Skills
Sales, Marketing, Account Management, Sales Operations, New Business Development, Leadership, Microsoft Excel, Cold Calling, Marketing Strategy, Research, Microsoft Office, CRM, Trade Shows, Food, Foodservice Distribution, Communication, Banking, Customer Service
Education
California State University Channel Islands 2008 — 2010
Bachelor's degree, Major: Communication Emphasis: Business and Nonprofit
Grossmont College 2006 — 2008
AA, University Transfer Studies
Bob Perdue Bob Perdue's Affinity Bank Experience 2004 - 2009
Job Director, Commercial Real Estate at KW Commercial
Industry Commercial Real Estate
Experience
KW Commercial 2014 - Present
California Bank & Trust 2010 - 2014
Affinity Bank 2004 - 2009
Titus Properties, LLC. 1997 - 2004
George Elkins Mortgage Banking 1994 - 1997
Bank of the West 1987 - 1994
Skills
Commercial Real Estate, Loan Origination, Real Estate, Loans, Underwriting, Construction Loans, Sales, Portfolio Management, Commercial Lending, New Business Development, Budgets, Negotiation, Management, Foreclosures, Finance, REO, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Development, Investors, Mortgage Marketing, Commercial Mortgages, Forecasting, Executive Management, Real Estate Financing, Small Business Lending, Real Estate Economics
Education
California State University-Fullerton 1975 — 1980
Bachelor Degree, Business Administration
Mortgage Bankers Association
School of Real Estate Finance
KW Commercial 2014 - Present
California Bank & Trust 2010 - 2014
Affinity Bank 2004 - 2009
Titus Properties, LLC. 1997 - 2004
George Elkins Mortgage Banking 1994 - 1997
Bank of the West 1987 - 1994
Skills
Commercial Real Estate, Loan Origination, Real Estate, Loans, Underwriting, Construction Loans, Sales, Portfolio Management, Commercial Lending, New Business Development, Budgets, Negotiation, Management, Foreclosures, Finance, REO, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Development, Investors, Mortgage Marketing, Commercial Mortgages, Forecasting, Executive Management, Real Estate Financing, Small Business Lending, Real Estate Economics
Education
California State University-Fullerton 1975 — 1980
Bachelor Degree, Business Administration
Mortgage Bankers Association
School of Real Estate Finance
Larry Nielsen Larry Nielsen's Affinity Bank Experience 2004 - 2006
Job Vice President, Commercial Banking at Boston Private Bank & Trust Company
Industry Financial Services
Experience
Boston Private Bank & Trust Company September 2010 - Present
Nielsen Management Consulting February 2010 - October 2010
Citizens Business Bank May 2006 - February 2010
Nielsen IT Management Consulting October 2000 - May 2006
Affinity Bank 2004 - 2006
Western Security Bank December 1995 - October 2000
Western Security Bank March 1989 - December 1995
Community Bank May 1983 - March 1989
Skills
Bankruptcy, Business, FHA, Finance, Financial Analysis, Lines Of Credit, Credit, Due Diligence, Real Estate, Commercial Lending, Analysis, Mergers & Acquisitions, Construction Loans, Private Banking, Management, Sales, Asset Based Lending, Commercial Real Estate
Education
California State University-Fullerton 1969 — 1971
English
Los Angeles Valley College 1966 — 1969
N/A, Lower Division Classes for Transfer
Grant High School 1963 — 1966
High School Diploma, General Education
Boston Private Bank & Trust Company September 2010 - Present
Nielsen Management Consulting February 2010 - October 2010
Citizens Business Bank May 2006 - February 2010
Nielsen IT Management Consulting October 2000 - May 2006
Affinity Bank 2004 - 2006
Western Security Bank December 1995 - October 2000
Western Security Bank March 1989 - December 1995
Community Bank May 1983 - March 1989
Skills
Bankruptcy, Business, FHA, Finance, Financial Analysis, Lines Of Credit, Credit, Due Diligence, Real Estate, Commercial Lending, Analysis, Mergers & Acquisitions, Construction Loans, Private Banking, Management, Sales, Asset Based Lending, Commercial Real Estate
Education
California State University-Fullerton 1969 — 1971
English
Los Angeles Valley College 1966 — 1969
N/A, Lower Division Classes for Transfer
Grant High School 1963 — 1966
High School Diploma, General Education
Leslie Deal Leslie Deal's Affinity Bank Experience December 2014 - Present
Job Legal Services Professional
Industry Legal Services
Experience
Affinity Bank December 2014 - Present
Cornerstone Bank October 2011 - December 2014
Paradise Unified School District November 2007 - January 2009
C&W Frozen Foods, Burlingame, CA March 1984 - March 1987
Skills
Compliance One Document..., Use experience in FiServ, Pre/Post Closing..., Customer Service, Microsoft Office, Loan Servicing, Portfolio Management, Outlook, Legal Research, Litigation, Legal Writing, Loans, PowerPoint
Education
Butte College 2009 — 2010
Associate's Degree, Legal Assistant/Paralegal
San Jose State University 1982 — 1983
Westmont College 1980 — 1982
Affinity Bank December 2014 - Present
Cornerstone Bank October 2011 - December 2014
Paradise Unified School District November 2007 - January 2009
C&W Frozen Foods, Burlingame, CA March 1984 - March 1987
Skills
Compliance One Document..., Use experience in FiServ, Pre/Post Closing..., Customer Service, Microsoft Office, Loan Servicing, Portfolio Management, Outlook, Legal Research, Litigation, Legal Writing, Loans, PowerPoint
Education
Butte College 2009 — 2010
Associate's Degree, Legal Assistant/Paralegal
San Jose State University 1982 — 1983
Westmont College 1980 — 1982
Ed Summers Ed Summers's Affinity Bank Experience November 1997 - September 2009
Job Past President and CEO at Ventura Chamber of Commerce
Industry Public Policy
Experience
Ventura Chamber of Commerce November 2011 - October 2014
Boys and Girls Club of Greater Ventura 2011 - 2013
Affinity Bank November 1997 - September 2009
Skills
Strategic Planning, Team Building, Policy Analysis, Budgets, Nonprofits, Government, Loans, Non-profits, Non-profit..., Customer Service, Public Policy, Fundraising, Commercial Banking, Social Media, Leadership, Public Speaking, Community Outreach, Asset Based Lending, Insurance, Public Relations, Real Estate, Organizational..., Management, Microsoft Office, Loan Portfolio Analysis, Negotiation, Analysis, Contract Negotiation, Land Use, Community Development, Small Business, Marketing, Social Networking, Small Business Lending, Coaching, Policy, Banking, Research, Event Planning, Central Banks, Marketing Strategy, Investments, Economic Development, Mortgage Lending, Commercial Lending, Event Management, Legislative Relations, Credit, Business Strategy, Philanthropy
Education
Claremont Graduate University
MBA, Corporate Finance and Management
University of Southern California - Marshall School of Business
B.S. Business Administration
Ventura Chamber of Commerce November 2011 - October 2014
Boys and Girls Club of Greater Ventura 2011 - 2013
Affinity Bank November 1997 - September 2009
Skills
Strategic Planning, Team Building, Policy Analysis, Budgets, Nonprofits, Government, Loans, Non-profits, Non-profit..., Customer Service, Public Policy, Fundraising, Commercial Banking, Social Media, Leadership, Public Speaking, Community Outreach, Asset Based Lending, Insurance, Public Relations, Real Estate, Organizational..., Management, Microsoft Office, Loan Portfolio Analysis, Negotiation, Analysis, Contract Negotiation, Land Use, Community Development, Small Business, Marketing, Social Networking, Small Business Lending, Coaching, Policy, Banking, Research, Event Planning, Central Banks, Marketing Strategy, Investments, Economic Development, Mortgage Lending, Commercial Lending, Event Management, Legislative Relations, Credit, Business Strategy, Philanthropy
Education
Claremont Graduate University
MBA, Corporate Finance and Management
University of Southern California - Marshall School of Business
B.S. Business Administration
Morty Rosenthal Morty Rosenthal's Affinity Bank Experience 1997 - 2007
Job Vice President Construction
Industry Financial Services
Experience
Pacific Premier Bank October 2015 - Present
Saehan Bank October 2012 - March 2014
Rosenthal and Associates November 2011 - October 2012
Athas Capital Group April 2011 - April 2012
Rosenthal and Associates January 2009 - April 2011
Sperry Van Ness - Better Capital Partners 2009 - 2010
Indymac Bank 2007 - 2009
Arbor Commercial Mortgage 2007 - 2009
Affinity Bank 1997 - 2007
Skills
Loans, Relationship Management, Real Estate Economics, Real Estate Financing, Commercial Mortgages, Loan Modifications, Real Estate, Microsoft Excel, Commercial Lending, Credit Analysis, Mortgage Lending, Commercial Real Estate, Underwriting, Loan Origination
Education
University of California, Los Angeles 1956 — 1960
BS, Real Estate
Pacific Premier Bank October 2015 - Present
Saehan Bank October 2012 - March 2014
Rosenthal and Associates November 2011 - October 2012
Athas Capital Group April 2011 - April 2012
Rosenthal and Associates January 2009 - April 2011
Sperry Van Ness - Better Capital Partners 2009 - 2010
Indymac Bank 2007 - 2009
Arbor Commercial Mortgage 2007 - 2009
Affinity Bank 1997 - 2007
Skills
Loans, Relationship Management, Real Estate Economics, Real Estate Financing, Commercial Mortgages, Loan Modifications, Real Estate, Microsoft Excel, Commercial Lending, Credit Analysis, Mortgage Lending, Commercial Real Estate, Underwriting, Loan Origination
Education
University of California, Los Angeles 1956 — 1960
BS, Real Estate
Richard Sutton's Affinity Bank Experience September 2006 - September 2009
Job Senior Vice President at First Bank
Industry Banking
Experience
First Bank April 2013 - Present
California Bank & Trust February 2010 - April 2013
Affinity Bank September 2006 - September 2009
FINOVA Capital Corporation 1993 - 2001
FINOVA Capital Corporation 1993 - 2001
Laguna Holdings LLC 1990 - 1993
Huntington Holdings LLC 1987 - 1990
Security Pacific Bank 1983 - 1986
Skills
17 years of lending..., Commercial Banking, Asset Based Lending, Commercial Lending, Middle Market, Management, Investments, Credit, Private Equity, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Cash Management, Portfolio Management, Loans, Small Business Lending, Banking, Financial Structuring
Education
Indiana University Bloomington 1972 — 1976
BS, Accounting
First Bank April 2013 - Present
California Bank & Trust February 2010 - April 2013
Affinity Bank September 2006 - September 2009
FINOVA Capital Corporation 1993 - 2001
FINOVA Capital Corporation 1993 - 2001
Laguna Holdings LLC 1990 - 1993
Huntington Holdings LLC 1987 - 1990
Security Pacific Bank 1983 - 1986
Skills
17 years of lending..., Commercial Banking, Asset Based Lending, Commercial Lending, Middle Market, Management, Investments, Credit, Private Equity, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Cash Management, Portfolio Management, Loans, Small Business Lending, Banking, Financial Structuring
Education
Indiana University Bloomington 1972 — 1976
BS, Accounting
Claude Harris Claude Harris's Affinity Bank Experience December 2002 - February 2009
Job Vice President Commercial Lending at Boston Private Bank & Trust
Industry Commercial Real Estate
Experience
Boston Private Bank & Trust June 2011 - Present
ComCap Financial, Inc. February 2009 - June 2011
Affinity Bank December 2002 - February 2009
Commercial Capital Bncp May 2001 - November 2002
Imperial Capital Bank May 1998 - May 2001
Great Western Bank June 1996 - May 1998
Worldwide Leasing Corporation June 1994 - May 1996
Discount Mortgage Services, Inc. / Real Opportunities June 1989 - June 1994
Skills
Loans, Corporate Governance, Banking, Real Estate, Credit, Real Estate Economics, Asset Managment, Financial Analysis, Risk Management, Investment Properties, Commercial Lending, Appraisals
Education
St. Edward's University 1986 — 1988
Masters (MBA), Business Administration (Management)
The University of Texas at Austin 1981 — 1982
BBA, Finance & Real Estate
Boston Private Bank & Trust June 2011 - Present
ComCap Financial, Inc. February 2009 - June 2011
Affinity Bank December 2002 - February 2009
Commercial Capital Bncp May 2001 - November 2002
Imperial Capital Bank May 1998 - May 2001
Great Western Bank June 1996 - May 1998
Worldwide Leasing Corporation June 1994 - May 1996
Discount Mortgage Services, Inc. / Real Opportunities June 1989 - June 1994
Skills
Loans, Corporate Governance, Banking, Real Estate, Credit, Real Estate Economics, Asset Managment, Financial Analysis, Risk Management, Investment Properties, Commercial Lending, Appraisals
Education
St. Edward's University 1986 — 1988
Masters (MBA), Business Administration (Management)
The University of Texas at Austin 1981 — 1982
BBA, Finance & Real Estate
David Mahan David Mahan's Affinity Bank Experience December 1996 - August 2009
Job Retired
Industry Banking
Experience
Retired and enjoying Life. October 2013 - Present
Mission Asset Management, Inc July 2010 - September 2013
Affinity Bank December 1996 - August 2009
Skills
Credit, Finance, Leadership, Loans, Banking, Real Estate, Portfolio Management, FHA, Commercial Lending, Asset Management, Loan Origination, Management, CRM, Commercial Real Estate, Strategy, Underwriting, Foreclosures, Strategic Planning, Residential Mortgages, Asset Based Lending, Commercial Mortgages, Small Business Lending
Education
San Diego State University-California State University
BS, Psychology
Retired and enjoying Life. October 2013 - Present
Mission Asset Management, Inc July 2010 - September 2013
Affinity Bank December 1996 - August 2009
Skills
Credit, Finance, Leadership, Loans, Banking, Real Estate, Portfolio Management, FHA, Commercial Lending, Asset Management, Loan Origination, Management, CRM, Commercial Real Estate, Strategy, Underwriting, Foreclosures, Strategic Planning, Residential Mortgages, Asset Based Lending, Commercial Mortgages, Small Business Lending
Education
San Diego State University-California State University
BS, Psychology
Julia Turudic's Affinity Bank Experience June 1998 - June 2000
Job Experienced full time Realtor, with knowledge in various aspects of Real Estate
Industry Real Estate
Experience
Remax Real Estate Specialists September 2012 - Present
RE/MAX Tiffany Real Estate April 2005 - September 2012
Remax Real Estate Specialists 2003 - 2006
Affinity Bank June 1998 - June 2000
Skills
REO, First Time Home Buyers, Sellers, Buyer Representation, Vacation Homes, Seniors, Luxury, Rentals, Waterfront, Short Sales, Investors, Real Estate, Residential Homes, New Home Sales, Investment Properties, Property, Sales, Foreclosures, Single Family Homes, Condos, Commercial Real Estate, Referrals, Real Estate Transactions
Education
Fullerton College 1993 — 1995
Long Beach City College 1991 — 1992
Remax Real Estate Specialists September 2012 - Present
RE/MAX Tiffany Real Estate April 2005 - September 2012
Remax Real Estate Specialists 2003 - 2006
Affinity Bank June 1998 - June 2000
Skills
REO, First Time Home Buyers, Sellers, Buyer Representation, Vacation Homes, Seniors, Luxury, Rentals, Waterfront, Short Sales, Investors, Real Estate, Residential Homes, New Home Sales, Investment Properties, Property, Sales, Foreclosures, Single Family Homes, Condos, Commercial Real Estate, Referrals, Real Estate Transactions
Education
Fullerton College 1993 — 1995
Long Beach City College 1991 — 1992
Kurt Stinson Kurt Stinson's Affinity Bank Experience July 2006 - April 2009
Job Professional Training/Instructional Design
Industry Professional Training & Coaching
Experience
www.stinsonandassoc.com May 2009 - Present
Affinity Bank July 2006 - April 2009
CAPITAL CORP OF THE WEST/COUNTY BANK March 1998 - June 2006
Glendale Federal Bank June 1985 - February 1998
North First Branch January 1994 - January 1995
Palm January 1988 - January 1994
Skills
Instructional Design, Compliance, Instructor-led Training, E-learning, Management Consulting, E-Learning, Training, Human Resources, Workshop Facilitation, Leadership, Succession Planning, Credit, Organizational..., Management, Consulting, Staff Development, Organizational..., Strategy, Performance Management, Executive Coaching, Coaching
Education
Northwest Nazarene University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Applied Studies
University of Phoenix
Business Management
www.stinsonandassoc.com May 2009 - Present
Affinity Bank July 2006 - April 2009
CAPITAL CORP OF THE WEST/COUNTY BANK March 1998 - June 2006
Glendale Federal Bank June 1985 - February 1998
North First Branch January 1994 - January 1995
Palm January 1988 - January 1994
Skills
Instructional Design, Compliance, Instructor-led Training, E-learning, Management Consulting, E-Learning, Training, Human Resources, Workshop Facilitation, Leadership, Succession Planning, Credit, Organizational..., Management, Consulting, Staff Development, Organizational..., Strategy, Performance Management, Executive Coaching, Coaching
Education
Northwest Nazarene University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Applied Studies
University of Phoenix
Business Management
Sandra Burkhart's Affinity Bank Experience 2007 - 2008
Job Senior Coordinator, Coastal Region, State Marine, Waste and Property Tax Issues at Western States Petroleum Assn
Industry Program Development
Experience
Western States Petroleum Association August 2011 - Present
Ventura Chamber of Commerce May 2010 - August 2011
Camarillo Chamber of Commerce September 2008 - May 2010
Affinity Bank 2007 - 2008
Santa Barbara Bank and Trust 2006 - 2007
Washington Mutual Bank 2005 - 2006
City of Ventura 2004 - 2005
Wells Fargo Bank January 2001 - January 2003
Tom Hom Group January 1999 - January 2001
Wells Fargo 1999 - 2001
Skills
Customer Service, Customer Relations, Budgeting, Microsoft Office, Excel, Social Networking, Business Management, Business Networking, Microsoft Excel, Budgets, Management, New Business Development, Marketing, Sales, Banking, Leadership, Advertising, Recruiting, Training, Event Planning, Community Outreach, Energy Policy, Fundraising, Insurance, Loans, Program Management, Public Relations, Public Speaking, Research, Team Building
Education
University of Nevada Las Vegas Lee Business School 1996 — 2000
B.A, Economics
Western States Petroleum Association August 2011 - Present
Ventura Chamber of Commerce May 2010 - August 2011
Camarillo Chamber of Commerce September 2008 - May 2010
Affinity Bank 2007 - 2008
Santa Barbara Bank and Trust 2006 - 2007
Washington Mutual Bank 2005 - 2006
City of Ventura 2004 - 2005
Wells Fargo Bank January 2001 - January 2003
Tom Hom Group January 1999 - January 2001
Wells Fargo 1999 - 2001
Skills
Customer Service, Customer Relations, Budgeting, Microsoft Office, Excel, Social Networking, Business Management, Business Networking, Microsoft Excel, Budgets, Management, New Business Development, Marketing, Sales, Banking, Leadership, Advertising, Recruiting, Training, Event Planning, Community Outreach, Energy Policy, Fundraising, Insurance, Loans, Program Management, Public Relations, Public Speaking, Research, Team Building
Education
University of Nevada Las Vegas Lee Business School 1996 — 2000
B.A, Economics
Frank Delgado's Affinity Bank Experience March 2006 - May 2007
Job Contract Administrator at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2011 - Present
Kiran Analytics, Inc June 2009 - September 2010
City National Bank May 2007 - January 2009
Affinity Bank March 2006 - May 2007
US Bank August 2004 - March 2006
UCDC 2001 - 2001
Skills
Sales, Leadership, Strategy, Credit, Commercial Lending, Vendor Management, Management, Customer Service, Relationship Management, CRM, Investor Relations, Commercial Banking, Banking
Education
University of California, San Diego
Bachelor of Arts, Political Science; Public Policy & Law, 2003
Bank of America Merrill Lynch March 2011 - Present
Kiran Analytics, Inc June 2009 - September 2010
City National Bank May 2007 - January 2009
Affinity Bank March 2006 - May 2007
US Bank August 2004 - March 2006
UCDC 2001 - 2001
Skills
Sales, Leadership, Strategy, Credit, Commercial Lending, Vendor Management, Management, Customer Service, Relationship Management, CRM, Investor Relations, Commercial Banking, Banking
Education
University of California, San Diego
Bachelor of Arts, Political Science; Public Policy & Law, 2003
Alfred Bookman's Affinity Bank Experience September 2000 - September 2001
Job Special Projects Manager at State of Oregon: Oregon Housing and Community Services (OHCS)
Industry Government Administration
Experience
State of Oregon: Oregon Housing and Community Services December 2014 - Present
Evergreen Risk Analysis May 2011 - Present
Portland Development Commission January 2007 - May 2011
Bay Capital Corporation November 2004 - December 2006
Evergreen Risk Analysis - Consulting Services to Lenders December 2002 - October 2004
MERCHANTS BANK, Lake Oswego Branch, Bank September 2001 - November 2002
Affinity Bank September 2000 - September 2001
First Bank of Beverly Hills(FBBH), subsidiary of Wilshire Credit Corp. February 1995 - September 2000
Countrywide Wholesale Portland Office December 1992 - January 1995
General Electric Capital Corporation December 1990 - December 1992
Skills
Analysis, Asset Management, Auditing, Banking, Commercial Lending, Commercial Real Estate, Community Development, Budgets, Economic Development, Financial Analysis, Due Diligence, Finance, Credit Analysis, Government, Leadership, Loan Servicing, Loan Origination, Mortgage Lending, Management, Project Management, Loans, Portfolio Management, Real Estate, Credit, Real Estate Development, Risk Management, Policy, Urban Planning, Underwriting, Asset Managment, Strategic Planning, Property Management, Process Improvement, Redevelopment
Education
New York University
BA, Economics
Glendale University College of Law
BS, Law
Southland University
Juris Doctorate
State of Oregon: Oregon Housing and Community Services December 2014 - Present
Evergreen Risk Analysis May 2011 - Present
Portland Development Commission January 2007 - May 2011
Bay Capital Corporation November 2004 - December 2006
Evergreen Risk Analysis - Consulting Services to Lenders December 2002 - October 2004
MERCHANTS BANK, Lake Oswego Branch, Bank September 2001 - November 2002
Affinity Bank September 2000 - September 2001
First Bank of Beverly Hills(FBBH), subsidiary of Wilshire Credit Corp. February 1995 - September 2000
Countrywide Wholesale Portland Office December 1992 - January 1995
General Electric Capital Corporation December 1990 - December 1992
Skills
Analysis, Asset Management, Auditing, Banking, Commercial Lending, Commercial Real Estate, Community Development, Budgets, Economic Development, Financial Analysis, Due Diligence, Finance, Credit Analysis, Government, Leadership, Loan Servicing, Loan Origination, Mortgage Lending, Management, Project Management, Loans, Portfolio Management, Real Estate, Credit, Real Estate Development, Risk Management, Policy, Urban Planning, Underwriting, Asset Managment, Strategic Planning, Property Management, Process Improvement, Redevelopment
Education
New York University
BA, Economics
Glendale University College of Law
BS, Law
Southland University
Juris Doctorate
Eric Clemow's Affinity Bank Experience 2000 - 2003
Job Director of Corporate Training at PlanMember Financial Corporation
Industry Professional Training & Coaching
Experience
PlanMember Financial Corporation March 2013 - Present
First California Bank January 2010 - March 2013
Pacific Capital Bancorp December 2008 - January 2010
Santa Barbara Bank & Trust October 2003 - December 2008
Affinity Bank 2000 - 2003
Skills
Organizational..., Training, Management, Strategy, Human Resources, Project Management, Training Delivery, Change Management, Leadership, Instructor-led Training, Workforce Planning, Talent Management, New Hire Orientations, Workshop Facilitation, Performance Management, Organizational..., Program Facilitation, Coaching, Sales, Employee Relations, Team Building, Succession Planning, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, Interviews, Career Development, Microsoft Office, Sales Management, Risk Management, Management Development, Onboarding, HRIS, Employee Training, Vendor Management, Deferred Compensation, Instructional Design, Camtasia, Captivate, Strategic Thinking, HR Policies, Corporate Communications, Training Videos, Staff Supervision, Corporate Branding, Benefits Administration, coretrac, Drums, Percussion Performance
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Organizational Psychology and Development
PlanMember Financial Corporation March 2013 - Present
First California Bank January 2010 - March 2013
Pacific Capital Bancorp December 2008 - January 2010
Santa Barbara Bank & Trust October 2003 - December 2008
Affinity Bank 2000 - 2003
Skills
Organizational..., Training, Management, Strategy, Human Resources, Project Management, Training Delivery, Change Management, Leadership, Instructor-led Training, Workforce Planning, Talent Management, New Hire Orientations, Workshop Facilitation, Performance Management, Organizational..., Program Facilitation, Coaching, Sales, Employee Relations, Team Building, Succession Planning, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, Interviews, Career Development, Microsoft Office, Sales Management, Risk Management, Management Development, Onboarding, HRIS, Employee Training, Vendor Management, Deferred Compensation, Instructional Design, Camtasia, Captivate, Strategic Thinking, HR Policies, Corporate Communications, Training Videos, Staff Supervision, Corporate Branding, Benefits Administration, coretrac, Drums, Percussion Performance
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Organizational Psychology and Development
Sean Morreale's Affinity Bank Experience January 2007 - September 2009
Job Senior Vice President and Team Leader at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2015 - Present
Camarillo Cosmos Youth Track Team October 2010 - June 2015
Rabobank August 2012 - February 2015
Comerica Wealth Management October 2011 - August 2012
U.S. Bank September 2010 - September 2011
Affinity Bank January 2007 - September 2009
Bank of the West January 2005 - January 2007
Sterling Savings Bank November 2002 - January 2005
KeyBank April 1999 - November 2002
Washington First International Bank November 1994 - April 1999
Skills
CA - Life, Accident and..., Commercial Banking, Credit, Health Insurance, Loans, Retail Banking, Banking, Business Development, Portfolio Management, Commercial Lending, Risk Management, Insurance, Strategy, Great Leader, Relationship Developer, Small Business Lending, Financial Analysis, Analysis, Investments, Leadership, Financial Services, CRM, Relationship Management, Business Planning, Finance, Management, Strategic Planning, Mortgage Lending, Credit Analysis, Strategic Financial..., Wealth Management, Start-ups, Business Strategy, Cash Management, Asset Based Lending, Competitive Analysis, Treasury Management, Mergers & Acquisitions, Financial Modeling, Private Banking, Lines Of Credit, Underwriting, Executive Management, Credit Risk, Consumer Lending, Commercial Mortgages, Asset Management, Sales, Loan Origination, Due Diligence
Education
San Jose State University
B.S., Business, Economics
University of Washington
Certification, Software Product Management
Citizens Business Bank February 2015 - Present
Camarillo Cosmos Youth Track Team October 2010 - June 2015
Rabobank August 2012 - February 2015
Comerica Wealth Management October 2011 - August 2012
U.S. Bank September 2010 - September 2011
Affinity Bank January 2007 - September 2009
Bank of the West January 2005 - January 2007
Sterling Savings Bank November 2002 - January 2005
KeyBank April 1999 - November 2002
Washington First International Bank November 1994 - April 1999
Skills
CA - Life, Accident and..., Commercial Banking, Credit, Health Insurance, Loans, Retail Banking, Banking, Business Development, Portfolio Management, Commercial Lending, Risk Management, Insurance, Strategy, Great Leader, Relationship Developer, Small Business Lending, Financial Analysis, Analysis, Investments, Leadership, Financial Services, CRM, Relationship Management, Business Planning, Finance, Management, Strategic Planning, Mortgage Lending, Credit Analysis, Strategic Financial..., Wealth Management, Start-ups, Business Strategy, Cash Management, Asset Based Lending, Competitive Analysis, Treasury Management, Mergers & Acquisitions, Financial Modeling, Private Banking, Lines Of Credit, Underwriting, Executive Management, Credit Risk, Consumer Lending, Commercial Mortgages, Asset Management, Sales, Loan Origination, Due Diligence
Education
San Jose State University
B.S., Business, Economics
University of Washington
Certification, Software Product Management
Carrie Beth Taylor Carrie Beth Taylor's Affinity Bank Experience 2006 - 2009
Job Graphic Design, Marketing
Industry Graphic Design
Experience
Carrie Beth Taylor January 2012 - Present
Sugar B Designs May 2008 - Present
Affinity Bank 2006 - 2009
Skills
Adobe Creative Suite, Graphic Design, Advertising, Microsoft Office, Marketing, Social Media, Marketing Communications, Event Planning, Teaching, Social Media Marketing, Microsoft Word, PowerPoint, Social Networking, InDesign, Facebook, Blogging, Newsletters, Email Marketing, Online Marketing, Sales, Brand Development, Creative Direction, Online Advertising, Logo Design, Art Direction, Corporate Branding, New Business Development, Branding, Direct Mail, Copywriting, Editing, Creative Writing, Illustrator, Artistic Eye
Education
University of Alabama 2000 — 2004
School of Communications, Communication and Media Studies
Carrie Beth Taylor January 2012 - Present
Sugar B Designs May 2008 - Present
Affinity Bank 2006 - 2009
Skills
Adobe Creative Suite, Graphic Design, Advertising, Microsoft Office, Marketing, Social Media, Marketing Communications, Event Planning, Teaching, Social Media Marketing, Microsoft Word, PowerPoint, Social Networking, InDesign, Facebook, Blogging, Newsletters, Email Marketing, Online Marketing, Sales, Brand Development, Creative Direction, Online Advertising, Logo Design, Art Direction, Corporate Branding, New Business Development, Branding, Direct Mail, Copywriting, Editing, Creative Writing, Illustrator, Artistic Eye
Education
University of Alabama 2000 — 2004
School of Communications, Communication and Media Studies
Lucas Johnston Lucas Johnston's Affinity Bank Experience June 2009 - August 2009
Job Vice President, Regional Relationship Manager at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank August 2009 - Present
Affinity Bank June 2009 - August 2009
Affinity Bank 2006 - 2009
Affinity Bank 2004 - 2006
Skills
Contract Negotiation, Commercial Lending, Social Media, Banking, Leadership, Credit, Loans, Strategic Planning, Underwriting, Customer Service, Non-profits, Sales Process, Training
Education
California Lutheran University 1999 — 2001
Bachelor of Arts, Communications
America's Community Bankers National School of Banking 2005 — 2007
ABA National Commercial Lending School
Pacific Western Bank August 2009 - Present
Affinity Bank June 2009 - August 2009
Affinity Bank 2006 - 2009
Affinity Bank 2004 - 2006
Skills
Contract Negotiation, Commercial Lending, Social Media, Banking, Leadership, Credit, Loans, Strategic Planning, Underwriting, Customer Service, Non-profits, Sales Process, Training
Education
California Lutheran University 1999 — 2001
Bachelor of Arts, Communications
America's Community Bankers National School of Banking 2005 — 2007
ABA National Commercial Lending School
John E. Meadows John E. Meadows's Affinity Bank Experience June 2007 - August 2009
Job Senior Vice President Healthcare Loan Officer at Hanmi Bank
Industry Banking
Experience
Hanmi Bank June 2015 - Present
Pacific Western Bank June 2007 - April 2015
Affinity Bank June 2007 - August 2009
Fidelity Bancorp Funding, Inc. September 2005 - June 2007
NC Commercial Mortgage November 2003 - August 2005
CitiCapital Franchise Finance August 2002 - November 2003
DVI Business Credit May 2000 - August 2002
Skills
Financial Structuring, Heavy Equipment, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Initiation, Commercial Lending, Commercial Banking, Risk Management, Asset Based Lending, Real Estate, Financial Analysis, Asset Managment, Finance, Management
Education
California State Polytechnic University-Pomona 1998 — 2001
B.S., Finance, Real Estate, Law
Hanmi Bank June 2015 - Present
Pacific Western Bank June 2007 - April 2015
Affinity Bank June 2007 - August 2009
Fidelity Bancorp Funding, Inc. September 2005 - June 2007
NC Commercial Mortgage November 2003 - August 2005
CitiCapital Franchise Finance August 2002 - November 2003
DVI Business Credit May 2000 - August 2002
Skills
Financial Structuring, Heavy Equipment, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Initiation, Commercial Lending, Commercial Banking, Risk Management, Asset Based Lending, Real Estate, Financial Analysis, Asset Managment, Finance, Management
Education
California State Polytechnic University-Pomona 1998 — 2001
B.S., Finance, Real Estate, Law
Paul Heckman Paul Heckman's Affinity Bank Experience 2006 - 2006
Job Owner at Heckman Electric
Industry Construction
Experience
Heckman Electric August 2013 - Present
City of Encinitas Marine Safety May 2011 - August 2013
Pacific Ambulance October 2011 - June 2013
Fredricks Electric June 2010 - May 2011
JR Electric September 2007 - December 2009
Anderson Systems June 2006 - December 2006
Affinity Bank 2006 - 2006
Education
Westmont College 2002 — 2006
Bachelor of Arts, Business & Economics
Palomar College
Associate of Arts (AA), Fire Technology
Heckman Electric August 2013 - Present
City of Encinitas Marine Safety May 2011 - August 2013
Pacific Ambulance October 2011 - June 2013
Fredricks Electric June 2010 - May 2011
JR Electric September 2007 - December 2009
Anderson Systems June 2006 - December 2006
Affinity Bank 2006 - 2006
Education
Westmont College 2002 — 2006
Bachelor of Arts, Business & Economics
Palomar College
Associate of Arts (AA), Fire Technology
David Gonzalez, Jr. David Gonzalez, Jr.'s Affinity Bank Experience November 2005 - September 2010
Job Vice President & Branch Manager
Industry Banking
Experience
JPMorgan Chase June 2011 - Present
Bank of America December 2010 - June 2011
Pacific Western Bank December 2009 - September 2010
Affinity Bank November 2005 - September 2010
Skills
Loans, Banking, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Portfolio Management, Asset Based Lending, Risk Management, Financial Analysis, Retail Banking, Asset Managment, Strategic Planning, Customer Service
Education
California State University-Northridge 1996 — 2000
Bachelor of Arts (B.A.)
College of the Canyons 1993 — 1995
AA, ARTS, HUMANITIES
JPMorgan Chase June 2011 - Present
Bank of America December 2010 - June 2011
Pacific Western Bank December 2009 - September 2010
Affinity Bank November 2005 - September 2010
Skills
Loans, Banking, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Portfolio Management, Asset Based Lending, Risk Management, Financial Analysis, Retail Banking, Asset Managment, Strategic Planning, Customer Service
Education
California State University-Northridge 1996 — 2000
Bachelor of Arts (B.A.)
College of the Canyons 1993 — 1995
AA, ARTS, HUMANITIES
Tim Cahill PMP MPM MBA Tim Cahill PMP MPM MBA's Affinity Bank Experience 2005 - 2005
Job Senior ProjectProgram Professional
Industry Program Development
Experience
Keller Graduate School of Management January 2000 - Present
Astellas October 2014 - January 2015
AbbVie February 2012 - July 2014
Central DuPage Hospital August 2011 - January 2012
Walgreens March 2009 - December 2010
CS STARS June 2007 - December 2008
ATT December 2005 - May 2007
Affinity Bank 2005 - 2005
Abbott Laboratories 2003 - 2005
Praxis Solutions 2003 - 2003
Skills
Vendor Relations, PMP, Problem Solving, Product Development, PMO, Healthcare, Program Management, Process Improvement, Vendor Management, MS Project, Mentoring, Software Project..., Vendor Relationships, Operations Management, Budgets, Project Management, Strategy, Management, SDLC, Product Management, Agile Project Management, Cross-functional Team..., Business Process..., IT Strategy, Consulting, Change Management, Leadership, Business Process, Integration, Software Documentation, Visio, Project Planning
Education
Keller Graduate School of Management of DeVry University (MPM) 1994 — 1995
MPM, Project management
Keller Graduate School of Management of DeVry University (MBA) 1987 — 1989
MBA, Finance
Loyola University Chicago 1971 — 1975
BS, Biology
Quigley Preparatory Seminary North 1971 — 1975
HS Diploma, College Prep
Keller Graduate School of Management January 2000 - Present
Astellas October 2014 - January 2015
AbbVie February 2012 - July 2014
Central DuPage Hospital August 2011 - January 2012
Walgreens March 2009 - December 2010
CS STARS June 2007 - December 2008
ATT December 2005 - May 2007
Affinity Bank 2005 - 2005
Abbott Laboratories 2003 - 2005
Praxis Solutions 2003 - 2003
Skills
Vendor Relations, PMP, Problem Solving, Product Development, PMO, Healthcare, Program Management, Process Improvement, Vendor Management, MS Project, Mentoring, Software Project..., Vendor Relationships, Operations Management, Budgets, Project Management, Strategy, Management, SDLC, Product Management, Agile Project Management, Cross-functional Team..., Business Process..., IT Strategy, Consulting, Change Management, Leadership, Business Process, Integration, Software Documentation, Visio, Project Planning
Education
Keller Graduate School of Management of DeVry University (MPM) 1994 — 1995
MPM, Project management
Keller Graduate School of Management of DeVry University (MBA) 1987 — 1989
MBA, Finance
Loyola University Chicago 1971 — 1975
BS, Biology
Quigley Preparatory Seminary North 1971 — 1975
HS Diploma, College Prep
Teresae Clemo's Affinity Bank Experience 2002 - 2003
Job Sales Office Coordinator II at Washington Mutual Home Loans
Industry Financial Services
Experience
Washington Mutual Home Loans June 2003 - Present
Affinity Bank 2002 - 2003
ADP 2001 - 2003
Federal Reserve Bank of San Francisco Portland Branch 1998 - 2001
Education
Portland State University - School of Business
Finance, Finance Law
Washington Mutual Home Loans June 2003 - Present
Affinity Bank 2002 - 2003
ADP 2001 - 2003
Federal Reserve Bank of San Francisco Portland Branch 1998 - 2001
Education
Portland State University - School of Business
Finance, Finance Law
Hermes Aleman's Affinity Bank Experience October 2007 - August 2008
Job Marketing & Financial Analyst
Industry Financial Services
Experience
BAE Systems Information Technology September 2008 - Present
L & A Enterprises August 2008 - July 2012
Affinity Bank October 2007 - August 2008
First Republic Bank July 2000 - October 2007
A New America Community Corporation January 2006 - August 2007
US Bank March 1998 - July 2000
Wells Fargo Bank July 1997 - March 1998
Mercury Container Division of Amcor Sunclipse, North America June 1993 - July 1997
Skills
Competitive Analysis, Negotiation, Mentoring, Customer Service, Banking, Teamwork, Administration, Research, Business Analysis, Finance, Strategy, Management, Loans, Training, Analysis, Business Development, Leadership, Marketing, Sales, Portfolio Management
Education
Notre Dame de Namur University 2001 — 2004
MBA, Marketing & Finance
California State University-East Bay 1995 — 1997
B.A, History
BAE Systems Information Technology September 2008 - Present
L & A Enterprises August 2008 - July 2012
Affinity Bank October 2007 - August 2008
First Republic Bank July 2000 - October 2007
A New America Community Corporation January 2006 - August 2007
US Bank March 1998 - July 2000
Wells Fargo Bank July 1997 - March 1998
Mercury Container Division of Amcor Sunclipse, North America June 1993 - July 1997
Skills
Competitive Analysis, Negotiation, Mentoring, Customer Service, Banking, Teamwork, Administration, Research, Business Analysis, Finance, Strategy, Management, Loans, Training, Analysis, Business Development, Leadership, Marketing, Sales, Portfolio Management
Education
Notre Dame de Namur University 2001 — 2004
MBA, Marketing & Finance
California State University-East Bay 1995 — 1997
B.A, History
Komson Phaphui's Affinity Bank Experience March 2001 - November 2003
Job Experienced Police Officer and Financial Operations Professional
Industry Public Safety
Experience
San Bernardino County Sheriffs Department June 2015 - Present
TRU Mortgage January 2015 - Present
Westminster Police Department March 2014 - September 2014
Mount Olympus / TRU Mortgage Company February 2011 - March 2014
Citi October 2008 - February 2011
Citi Residential Lending October 2007 - October 2008
Argent Mortgage Company March 2005 - September 2007
Neiman Marcus October 1998 - January 2007
Olympus Mortgage Company December 2003 - March 2005
Affinity Bank March 2001 - November 2003
Skills
Capital Markets, Mortgage Lending, Loans, Real Estate, Credit, Teamwork, Mortgage Banking, Banking, Underwriting, Due Diligence, Loan Origination, Sales Management, Finance, Loss Mitigation, Customer Service, Management, Training, Leadership, Coaching, Sales, Loan Servicing, Call Centers, Refinance, Investment Properties, FHA, Mortgage Underwriting, Residential Mortgages, Funding, Default, Mortgage Servicing
Education
Fullerton College 2012 — 2013
Associate of Science (A.S.)
Richard Gahr High School
Diploma
San Bernardino County Sheriffs Department June 2015 - Present
TRU Mortgage January 2015 - Present
Westminster Police Department March 2014 - September 2014
Mount Olympus / TRU Mortgage Company February 2011 - March 2014
Citi October 2008 - February 2011
Citi Residential Lending October 2007 - October 2008
Argent Mortgage Company March 2005 - September 2007
Neiman Marcus October 1998 - January 2007
Olympus Mortgage Company December 2003 - March 2005
Affinity Bank March 2001 - November 2003
Skills
Capital Markets, Mortgage Lending, Loans, Real Estate, Credit, Teamwork, Mortgage Banking, Banking, Underwriting, Due Diligence, Loan Origination, Sales Management, Finance, Loss Mitigation, Customer Service, Management, Training, Leadership, Coaching, Sales, Loan Servicing, Call Centers, Refinance, Investment Properties, FHA, Mortgage Underwriting, Residential Mortgages, Funding, Default, Mortgage Servicing
Education
Fullerton College 2012 — 2013
Associate of Science (A.S.)
Richard Gahr High School
Diploma
Wendy Nurock's Affinity Bank Experience 2006 - 2007
Job Real Estate Consultant
Industry Commercial Real Estate
Experience
TBD Nipomo December 2012 - Present
Wedbush Bank June 2011 - December 2012
FDIC - DRR March 2009 - June 2011
FDIC 2009 - June 2011
Federal Deposit Insurance Corporation 2009 - June 2011
Security Pacific Bank July 2008 - March 2009
Affinity Bank 2006 - 2007
Skills
Asset Backed Financing, Client Coverage, Corporate Trust, Banking, Receiverships, CMBS, Commercial Banking, Credit Analysis, Real Estate Economics, Underwriting, Commercial Lending, Loans, Loan Origination, Investment Properties, Credit, Asset Management, Commercial Mortgages, Investments, Due Diligence, Mortgage Lending, Real Estate Financing, Loss Mitigation, Loan Servicing, Structured Finance, Valuation, Finance, Real Estate, Financial Institutions, Commercial Real Estate, Mortgage Underwriting, Mortgage Servicing, Property, Portfolio Management, Cash Management
Education
University of California, Los Angeles 2002 — 2006
Screenwriting
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA
Middlebury Institute of International Studies at Monterey
University of California at Santa Barbara
BA
TBD Nipomo December 2012 - Present
Wedbush Bank June 2011 - December 2012
FDIC - DRR March 2009 - June 2011
FDIC 2009 - June 2011
Federal Deposit Insurance Corporation 2009 - June 2011
Security Pacific Bank July 2008 - March 2009
Affinity Bank 2006 - 2007
Skills
Asset Backed Financing, Client Coverage, Corporate Trust, Banking, Receiverships, CMBS, Commercial Banking, Credit Analysis, Real Estate Economics, Underwriting, Commercial Lending, Loans, Loan Origination, Investment Properties, Credit, Asset Management, Commercial Mortgages, Investments, Due Diligence, Mortgage Lending, Real Estate Financing, Loss Mitigation, Loan Servicing, Structured Finance, Valuation, Finance, Real Estate, Financial Institutions, Commercial Real Estate, Mortgage Underwriting, Mortgage Servicing, Property, Portfolio Management, Cash Management
Education
University of California, Los Angeles 2002 — 2006
Screenwriting
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA
Middlebury Institute of International Studies at Monterey
University of California at Santa Barbara
BA
Doris Sou's Affinity Bank Experience 2008 - 2010
Job Graphic Designer at UEI
Industry Consumer Electronics
Experience
UEI GUI designerUniversal Electronics2004 - Present
Affinity Bank 2008 - 2010
Education
San Francisco State University
UEI GUI designerUniversal Electronics2004 - Present
Affinity Bank 2008 - 2010
Education
San Francisco State University
Nancy Amonn's Affinity Bank Experience October 2006 - July 2008
Job Independent Sales Consultant at LifeVantage Corporation
Industry Health, Wellness and Fitness
Experience
LifeVantage Corporation July 2010 - Present
Synergistic Wellbeing July 2009 - Present
Affinity Bank October 2006 - July 2008
Skills
Licensed to do Energy..., Training to do EFT and..., Strategic Planning, Training, Management, Marketing, Sales, Leadership, Purchasing, Customer Service, Real Estate, Loans, Data Entry
Education
University of California, Santa Barbara 2002 — 2004
Sweetwater High School
LifeVantage Corporation July 2010 - Present
Synergistic Wellbeing July 2009 - Present
Affinity Bank October 2006 - July 2008
Skills
Licensed to do Energy..., Training to do EFT and..., Strategic Planning, Training, Management, Marketing, Sales, Leadership, Purchasing, Customer Service, Real Estate, Loans, Data Entry
Education
University of California, Santa Barbara 2002 — 2004
Sweetwater High School
Nathan Duda's Affinity Bank Experience April 2008 - November 2009
Job Chief Accounting Officer at Mechanics Bank
Industry Financial Services
Experience
Mechanics Bank July 2015 - Present
Banc of California, Inc. March 2014 - July 2015
Banc of California, Inc. June 2013 - March 2014
Union Bank December 2012 - June 2013
Santa Barbara Bank & Trust August 2011 - November 2012
OneWest Bank January 2010 - August 2011
OneWest Bank November 2009 - January 2010
Affinity Bank April 2008 - November 2009
KPMG Audit October 2002 - April 2008
Skills
Financial Analysis, Financial Reporting, Due Diligence, Banking, SEC filings, Accounting, Financial Modeling, Sarbanes-Oxley Act, Valuation, Risk Management, Corporate Finance, Internal Controls, Auditing, Cash Management, Credit, Credit Analysis, Finance, Executive Management, Financial Risk, Internal Audit, Leadership, Management, Mergers, Loans, Private Equity, Strategic Financial..., Treasury Management
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts (B.A.), Business Economics
Mechanics Bank July 2015 - Present
Banc of California, Inc. March 2014 - July 2015
Banc of California, Inc. June 2013 - March 2014
Union Bank December 2012 - June 2013
Santa Barbara Bank & Trust August 2011 - November 2012
OneWest Bank January 2010 - August 2011
OneWest Bank November 2009 - January 2010
Affinity Bank April 2008 - November 2009
KPMG Audit October 2002 - April 2008
Skills
Financial Analysis, Financial Reporting, Due Diligence, Banking, SEC filings, Accounting, Financial Modeling, Sarbanes-Oxley Act, Valuation, Risk Management, Corporate Finance, Internal Controls, Auditing, Cash Management, Credit, Credit Analysis, Finance, Executive Management, Financial Risk, Internal Audit, Leadership, Management, Mergers, Loans, Private Equity, Strategic Financial..., Treasury Management
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts (B.A.), Business Economics
Cass Fuller's Affinity Bank Experience January 2000 - September 2000
Job Superintendent Pins at LISI Aerospace
Industry Aviation & Aerospace
Experience
Lisi Aerospace January 2008 - Present
GE Money dba WMC October 2002 - December 2007
GE Money 2002 - 2007
Hi-Shear Corporation September 2000 - September 2002
Affinity Bank January 2000 - September 2000
Pacific Thrift & Loan July 1995 - December 1999
California United Bank February 1993 - July 1995
Marathon National Bank March 1989 - February 1993
Skills
Mortgage Lending, Team Building, Leadership, Loans, Customer Service, FHA, Management, Underwriting, Microsoft Office, Credit Analysis, Project Management, Loan Servicing, Portfolio Management, Real Estate, CASS, Account Management, Credit, Sales Management, Banking, Loan Origination, Refinance, Foreclosures, Operations Management, Risk Management, Aerospace, Mortgage Underwriting, Residential Mortgages
Education
Santa Monica College 1987 — 1989
Alexander Hamilton High School 1984 — 1987
Lisi Aerospace January 2008 - Present
GE Money dba WMC October 2002 - December 2007
GE Money 2002 - 2007
Hi-Shear Corporation September 2000 - September 2002
Affinity Bank January 2000 - September 2000
Pacific Thrift & Loan July 1995 - December 1999
California United Bank February 1993 - July 1995
Marathon National Bank March 1989 - February 1993
Skills
Mortgage Lending, Team Building, Leadership, Loans, Customer Service, FHA, Management, Underwriting, Microsoft Office, Credit Analysis, Project Management, Loan Servicing, Portfolio Management, Real Estate, CASS, Account Management, Credit, Sales Management, Banking, Loan Origination, Refinance, Foreclosures, Operations Management, Risk Management, Aerospace, Mortgage Underwriting, Residential Mortgages
Education
Santa Monica College 1987 — 1989
Alexander Hamilton High School 1984 — 1987
Jean Calasa's Affinity Bank Experience May 2008 - January 2009
Job Training and Development Manager at Amgen
Industry Professional Training & Coaching
Experience
Amgen April 2010 - Present
Affinity Bank May 2008 - January 2009
Ventura County Credit Union February 2005 - May 2008
WellPoint April 2001 - February 2005
University of California Santa Barbara January 2000 - December 2001
Ventura Superior Court January 2000 - October 2000
Foundation for Employment Resources Development July 1999 - January 2000
Gospel Light 1991 - 1996
Skills
Organizational..., Instructional Design, Performance Management, Training, Employee Training, Workshop Facilitation, Coaching, Career Development, Staff Development, Needs Analysis, E-Learning, Human Resources, Employee Relations, Leadership Development, Talent Management
Education
Biola University 1987 — 1989
MA, Christian Education
Biola University 1982 — 1986
BS, Christian Education
Amgen April 2010 - Present
Affinity Bank May 2008 - January 2009
Ventura County Credit Union February 2005 - May 2008
WellPoint April 2001 - February 2005
University of California Santa Barbara January 2000 - December 2001
Ventura Superior Court January 2000 - October 2000
Foundation for Employment Resources Development July 1999 - January 2000
Gospel Light 1991 - 1996
Skills
Organizational..., Instructional Design, Performance Management, Training, Employee Training, Workshop Facilitation, Coaching, Career Development, Staff Development, Needs Analysis, E-Learning, Human Resources, Employee Relations, Leadership Development, Talent Management
Education
Biola University 1987 — 1989
MA, Christian Education
Biola University 1982 — 1986
BS, Christian Education
David Stepp's Affinity Bank Experience June 2002 - September 2009
Job Principal at DLS Marketing Services, Inc
Industry Banking
Experience
DLS Marketing Services, Inc September 2009 - Present
Affinity Bank June 2002 - September 2009
DLS Marketing Services, Inc. 2000 - 2002
Aames Financial Services April 1997 - December 1999
Union Bank April 1995 - April 1997
Great Western Bank 1993 - 1995
Great Western Bank 1993 - 1995
Skills
Marketing, Direct Marketing, Business Relationship..., Advertising, Social Media, Banking, Strategic Planning, Online Marketing, Public Relations, Online Advertising, Sports Marketing, Fundraising, Market Research, Management, Brand Management, Strategy, Leadership, Copywriting, Sales, Strategic Communications, Marketing Strategy, Loans, Press Releases, Budgets, Market Planning, Start-ups, Training, Project Management, Internal Communications, Team Building, Email Marketing, Mergers & Acquisitions, Marketing Communications, Executive Management, Financial Services, Program Management, Direct Mail, Competitive Analysis, Business Development, SEM, New Business Development, Product Development
Education
ACB Graduate School of Banking 2003 — 2006
University of Massachusetts, Amherst
BA, Communications
Waltham High School
graduate
DLS Marketing Services, Inc September 2009 - Present
Affinity Bank June 2002 - September 2009
DLS Marketing Services, Inc. 2000 - 2002
Aames Financial Services April 1997 - December 1999
Union Bank April 1995 - April 1997
Great Western Bank 1993 - 1995
Great Western Bank 1993 - 1995
Skills
Marketing, Direct Marketing, Business Relationship..., Advertising, Social Media, Banking, Strategic Planning, Online Marketing, Public Relations, Online Advertising, Sports Marketing, Fundraising, Market Research, Management, Brand Management, Strategy, Leadership, Copywriting, Sales, Strategic Communications, Marketing Strategy, Loans, Press Releases, Budgets, Market Planning, Start-ups, Training, Project Management, Internal Communications, Team Building, Email Marketing, Mergers & Acquisitions, Marketing Communications, Executive Management, Financial Services, Program Management, Direct Mail, Competitive Analysis, Business Development, SEM, New Business Development, Product Development
Education
ACB Graduate School of Banking 2003 — 2006
University of Massachusetts, Amherst
BA, Communications
Waltham High School
graduate
Juliet Nguyen's Affinity Bank Experience February 2006 - November 2007
Job Business Development at Thermo Credit LLC
Industry Financial Services
Experience
Thermo Credit LLC February 2011 - Present
Stearns Bank February 2008 - May 2010
Affinity Bank February 2006 - November 2007
Medical Capital September 2001 - February 2006
Skills
Commercial Lending, Asset Based Lending, Portfolio Management, Credit, Loans, Small Business Lending, Credit Analysis, Banking, Telecommunications, Business Development, Factoring, Financial Services, Mergers & Acquisitions, Due Diligence, Finance, Commercial Banking, Sales, Funding, Cash Flow Lending, Corporate Finance, Structured Finance, Investment Banking, Lines Of Credit, Real Estate Economics, Financial Structuring, Relationship Management, Investments, Executive Management, Commercial Mortgages, Asset Management, Financial Analysis, Credit Risk, Valuation, Financial Modeling, Private Equity, Mortgage Lending, Loan Origination, Restructuring, Financial Risk, Underwriting, Treasury Management, Cash Management, Capital Markets, Venture Capital, Real Estate Financing, Project Finance, Risk Management, Strategic Financial..., Cash Flow, Emerging Markets
Education
University of California, Irvine 1996 — 2001
Bachelor of Arts (B.A.), Economics
Thermo Credit LLC February 2011 - Present
Stearns Bank February 2008 - May 2010
Affinity Bank February 2006 - November 2007
Medical Capital September 2001 - February 2006
Skills
Commercial Lending, Asset Based Lending, Portfolio Management, Credit, Loans, Small Business Lending, Credit Analysis, Banking, Telecommunications, Business Development, Factoring, Financial Services, Mergers & Acquisitions, Due Diligence, Finance, Commercial Banking, Sales, Funding, Cash Flow Lending, Corporate Finance, Structured Finance, Investment Banking, Lines Of Credit, Real Estate Economics, Financial Structuring, Relationship Management, Investments, Executive Management, Commercial Mortgages, Asset Management, Financial Analysis, Credit Risk, Valuation, Financial Modeling, Private Equity, Mortgage Lending, Loan Origination, Restructuring, Financial Risk, Underwriting, Treasury Management, Cash Management, Capital Markets, Venture Capital, Real Estate Financing, Project Finance, Risk Management, Strategic Financial..., Cash Flow, Emerging Markets
Education
University of California, Irvine 1996 — 2001
Bachelor of Arts (B.A.), Economics
Nancy Mouser's Affinity Bank Experience February 2006 - July 2006
Job Owner, Nancy Mouser Consulting
Industry Financial Services
Experience
Nancy Mouser Consulting January 2007 - Present
Affinity Bank February 2006 - July 2006
Meridian Healthcare Capital December 2004 - February 2006
DVI Business Credit February 1998 - November 2004
Bank of America 1982 - 1998
Skills
Credit, Portfolio Management, Financial Analysis, Loans, Banking, Credit Analysis, Commercial Lending, Finance, Corporate Finance, Risk Management
Education
University of California, Irvine 2003 — 2004
Paralegal Certificate, Legal Assistant/Paralegal
California State University-Long Beach 1977 — 1982
BA, Accounting
Nancy Mouser Consulting January 2007 - Present
Affinity Bank February 2006 - July 2006
Meridian Healthcare Capital December 2004 - February 2006
DVI Business Credit February 1998 - November 2004
Bank of America 1982 - 1998
Skills
Credit, Portfolio Management, Financial Analysis, Loans, Banking, Credit Analysis, Commercial Lending, Finance, Corporate Finance, Risk Management
Education
University of California, Irvine 2003 — 2004
Paralegal Certificate, Legal Assistant/Paralegal
California State University-Long Beach 1977 — 1982
BA, Accounting
Walt Purdy's Affinity Bank Experience May 2003 - January 2008
Job EVP / CFO at Bank of Santa Clarita
Industry Banking
Experience
Santa Clarita Master Chorale September 2009 - Present
Bank of Santa Clarita April 2008 - Present
Affinity Bank May 2003 - January 2008
Coast Federal Bank 1973 - 1998
Coast Federal Savings 1973 - 1998
Skills
ALM, Strategic Planning, Financial Analysis, Financial Reporting, Treasury Management, Small Business Lending, Loans, Accounting, Risk Management, Commercial Banking, Mortgage Lending
Education
California State University-Northridge 1974 — 1986
BS, Accounting
Santa Clarita Master Chorale September 2009 - Present
Bank of Santa Clarita April 2008 - Present
Affinity Bank May 2003 - January 2008
Coast Federal Bank 1973 - 1998
Coast Federal Savings 1973 - 1998
Skills
ALM, Strategic Planning, Financial Analysis, Financial Reporting, Treasury Management, Small Business Lending, Loans, Accounting, Risk Management, Commercial Banking, Mortgage Lending
Education
California State University-Northridge 1974 — 1986
BS, Accounting
Cheryl Cobb, MBA's Affinity Bank Experience July 2003 - June 2005
Job Sr. Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America 2010 - Present
Red Viking Insurance 2008 - 2009
Morgan Stanley Smith Barney 2007 - 2008
EAG Consultants 2007 - 2007
Quality Home Loans 2005 - 2007
Affinity Bank July 2003 - June 2005
Ventura Pacific Capital Company 1997 - 2003
CTC 1992 - 1997
Skills
Mortgage Lending, Loans, Banking, Credit, Relationship Management, Financial Risk, Loan Origination, Loss Mitigation, Loan Servicing, Mortgage Banking, Risk Management, Strategic Planning, Financial Services, Finance, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Commercial Lending, FHA, Consumer Lending, Mortgage Servicing
Education
California Lutheran University
MBA, Business
California State University-Northridge
B.S.
Bank of America 2010 - Present
Red Viking Insurance 2008 - 2009
Morgan Stanley Smith Barney 2007 - 2008
EAG Consultants 2007 - 2007
Quality Home Loans 2005 - 2007
Affinity Bank July 2003 - June 2005
Ventura Pacific Capital Company 1997 - 2003
CTC 1992 - 1997
Skills
Mortgage Lending, Loans, Banking, Credit, Relationship Management, Financial Risk, Loan Origination, Loss Mitigation, Loan Servicing, Mortgage Banking, Risk Management, Strategic Planning, Financial Services, Finance, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Commercial Lending, FHA, Consumer Lending, Mortgage Servicing
Education
California Lutheran University
MBA, Business
California State University-Northridge
B.S.
Jerry Rich's Affinity Bank Experience February 1999 - May 2009
Job Chief Financial Officer at Affinity Bank
Industry Banking
Experience
Affinity Bank February 1999 - May 2009
Coast Federal Bank September 1985 - February 1998
Education
University of Oregon 1967 — 1971
B.B.A., Accounting
Affinity Bank February 1999 - May 2009
Coast Federal Bank September 1985 - February 1998
Education
University of Oregon 1967 — 1971
B.B.A., Accounting
Rusty Watson's Affinity Bank Experience March 2007 - October 2009
Job SVP, Director of Product Development & Communications Strategy at Heritage Oaks Bank
Industry Management Consulting
Experience
Heritage Oaks Bank November 2012 - Present
Montecito Bank & Trust July 2011 - October 2012
Rusty Watson Marketing Group October 2009 - July 2011
Affinity Bank March 2007 - October 2009
Pacific Capital Bancorp March 1998 - March 2007
Skills
Marketing Strategy, Strategic Planning, Product Management, Marketing, Management, Leadership, Cross-functional Team..., Competitive Analysis, Market Research, Social Media Marketing, Marketing Management, Project Management
Education
School of Bank Marketing
Graduate
University of California, Santa Barbara
B.A., Political Science & History
Heritage Oaks Bank November 2012 - Present
Montecito Bank & Trust July 2011 - October 2012
Rusty Watson Marketing Group October 2009 - July 2011
Affinity Bank March 2007 - October 2009
Pacific Capital Bancorp March 1998 - March 2007
Skills
Marketing Strategy, Strategic Planning, Product Management, Marketing, Management, Leadership, Cross-functional Team..., Competitive Analysis, Market Research, Social Media Marketing, Marketing Management, Project Management
Education
School of Bank Marketing
Graduate
University of California, Santa Barbara
B.A., Political Science & History
Ronnie Sim, CISSP's Affinity Bank Experience September 2006 - July 2009
Job Senior Information Security/Systems Engineer
Industry Computer & Network Security
Experience
US Navy (Contractor) July 2009 - Present
Affinity Bank September 2006 - July 2009
Ojai Valley Inn & Spa January 2000 - July 2006
Fugro West December 1996 - December 2000
Skills
Virtualization, Data Center, HBSS, Database Administration, Security Management, Windows Network..., Cisco Security, Host Based Security..., Firewall Administration, Security, Network Administration, Firewalls, Information Assurance, Network Architecture, Leadership, DNS, Disaster Recovery, Active Directory, Windows Server, System Administration, VMware, Servers, DHCP, Cisco Technologies, CISSP, Microsoft Exchange, IIS, Security Clearance, DoD, Information Technology, Hardware, Windows 7, ITIL, System Architecture, Storage Area Networks, Troubleshooting, Windows, Integration, Computer Hardware, Enterprise Architecture, Network Security, Linux, Computer Security, Vulnerability Assessment, Navy, Information Security..., Business Process, Security, Information Security, Microsoft SQL Server
Education
University of Oklahoma
Bachelor
US Navy (Contractor) July 2009 - Present
Affinity Bank September 2006 - July 2009
Ojai Valley Inn & Spa January 2000 - July 2006
Fugro West December 1996 - December 2000
Skills
Virtualization, Data Center, HBSS, Database Administration, Security Management, Windows Network..., Cisco Security, Host Based Security..., Firewall Administration, Security, Network Administration, Firewalls, Information Assurance, Network Architecture, Leadership, DNS, Disaster Recovery, Active Directory, Windows Server, System Administration, VMware, Servers, DHCP, Cisco Technologies, CISSP, Microsoft Exchange, IIS, Security Clearance, DoD, Information Technology, Hardware, Windows 7, ITIL, System Architecture, Storage Area Networks, Troubleshooting, Windows, Integration, Computer Hardware, Enterprise Architecture, Network Security, Linux, Computer Security, Vulnerability Assessment, Navy, Information Security..., Business Process, Security, Information Security, Microsoft SQL Server
Education
University of Oklahoma
Bachelor
Gary Brewster's Affinity Bank Experience 2000 - 2006
Job RETIRED BANKER
Industry Banking
Experience
Affinity Bank 2000 - 2006
American Savings Bank 1990 - 1997
Xerox 1969 - 1979
Skills
Banking, Credit, Credit Risk, Credit Analysis, Underwriting, Loans, Asset Managment, Negotiation, Account Management, Commercial Lending, Portfolio Management, Commercial Banking, Solution Selling, Strategic Planning, Sales, Insurance, Investments, Real Estate Economics, New Business Development, Sales Process, Customer Service, Business Development, Risk Management, Financial Analysis, Management
Education
Brigham Young University 1964 — 1966
BS, BUSINESS
Iolani -- Honolulu, Hawaii 1959 — 1961
GENERAL
Affinity Bank 2000 - 2006
American Savings Bank 1990 - 1997
Xerox 1969 - 1979
Skills
Banking, Credit, Credit Risk, Credit Analysis, Underwriting, Loans, Asset Managment, Negotiation, Account Management, Commercial Lending, Portfolio Management, Commercial Banking, Solution Selling, Strategic Planning, Sales, Insurance, Investments, Real Estate Economics, New Business Development, Sales Process, Customer Service, Business Development, Risk Management, Financial Analysis, Management
Education
Brigham Young University 1964 — 1966
BS, BUSINESS
Iolani -- Honolulu, Hawaii 1959 — 1961
GENERAL
Rebecca Franco's Affinity Bank Experience August 2005 - July 2009
Job Finance Manager Disbursements at Amgen
Industry Biotechnology
Experience
Amgen July 2015 - Present
Amgen August 2009 - Present
Affinity Bank August 2005 - July 2009
Paychex April 2000 - July 2005
Mervyns December 1995 - April 2000
Skills
Organizational..., Consulting, Team Leadership, Banking, Benefits Administration, Customer Service, Deferred Compensation, Employee Benefits, Employee Relations, FMLA, HRIS, Human Resources, Interviews, Leadership, New Hire Orientations, Payroll, Training, Management
Education
California Lutheran University
BA in progress, Business Administration and Management, General
Moorpark College
BA in progress, Business Administration and Management, General
Oxnard College
BA in progress, Business Administration and Management, General
UCSB Extension
Certificate in Progress, Human Resources Management
Amgen July 2015 - Present
Amgen August 2009 - Present
Affinity Bank August 2005 - July 2009
Paychex April 2000 - July 2005
Mervyns December 1995 - April 2000
Skills
Organizational..., Consulting, Team Leadership, Banking, Benefits Administration, Customer Service, Deferred Compensation, Employee Benefits, Employee Relations, FMLA, HRIS, Human Resources, Interviews, Leadership, New Hire Orientations, Payroll, Training, Management
Education
California Lutheran University
BA in progress, Business Administration and Management, General
Moorpark College
BA in progress, Business Administration and Management, General
Oxnard College
BA in progress, Business Administration and Management, General
UCSB Extension
Certificate in Progress, Human Resources Management
William K. Cahn's Affinity Bank Experience 2006 - 2007
Job Banking Professional
Industry Banking
Experience
Wells Fargo February 2013 - August 2013
Robert Half - Financial Services Group February 2012 - January 2013
Northpointe Insurance, LLC April 2011 - January 2012
RSM McGladrey 2009 - June 2011
Harris Bank 2007 - 2008
Affinity Bank 2006 - 2007
First Horizon 2003 - 2006
National Bank of Arizona (through acquisition of Pacific Century Bank) April 1999 - August 2002
First Security Commercial Mortgage February 1997 - October 1998
Skills
Loans, Underwriting, Commercial Lending, Construction Loans, Mortgage Lending, Commercial Mortgages, Credit Risk, Business Planning, Insurance, Real Estate, Marketing, Credit, Strategy, Portfolio Management, Credit Analysis, Banking, Real Estate Economics, Risk Management, Commercial Banking, Financial Risk, Appraisals, Financial Analysis, Small Business Lending, Investment Properties, Financial Services, Financial Modeling, Disposition, Bonds, Loan Origination, Small Business, Leadership, Finance, Mortgage Banking, Due Diligence, Loan Servicing, Budgets, Commercial Real Estate, Analysis, Negotiation, Mergers & Acquisitions, Auditing, Asset Management, Valuation, Management, Investments, Strategic Planning, Financial Structuring, Leases, Microsoft Excel, Refinance
Education
University of Arizona
B.S., Animal Science
University of Arizona, Eller College of Management
MBA, Finance
Wells Fargo February 2013 - August 2013
Robert Half - Financial Services Group February 2012 - January 2013
Northpointe Insurance, LLC April 2011 - January 2012
RSM McGladrey 2009 - June 2011
Harris Bank 2007 - 2008
Affinity Bank 2006 - 2007
First Horizon 2003 - 2006
National Bank of Arizona (through acquisition of Pacific Century Bank) April 1999 - August 2002
First Security Commercial Mortgage February 1997 - October 1998
Skills
Loans, Underwriting, Commercial Lending, Construction Loans, Mortgage Lending, Commercial Mortgages, Credit Risk, Business Planning, Insurance, Real Estate, Marketing, Credit, Strategy, Portfolio Management, Credit Analysis, Banking, Real Estate Economics, Risk Management, Commercial Banking, Financial Risk, Appraisals, Financial Analysis, Small Business Lending, Investment Properties, Financial Services, Financial Modeling, Disposition, Bonds, Loan Origination, Small Business, Leadership, Finance, Mortgage Banking, Due Diligence, Loan Servicing, Budgets, Commercial Real Estate, Analysis, Negotiation, Mergers & Acquisitions, Auditing, Asset Management, Valuation, Management, Investments, Strategic Planning, Financial Structuring, Leases, Microsoft Excel, Refinance
Education
University of Arizona
B.S., Animal Science
University of Arizona, Eller College of Management
MBA, Finance
Daceta Carty's Affinity Bank Experience August 2012 - Present
Job AVP, Accounting Manager at Affinity Bank
Industry Accounting
Experience
Affinity Bank August 2012 - Present
Freelance Accounting June 2011 - August 2012
Silverton Bridge Bank, N.A. August 2007 - May 2011
United Commercial Bank November 2005 - April 2007
Education
City University of New York-Hunter College 1987 — 1993
BS, Accounting
Affinity Bank August 2012 - Present
Freelance Accounting June 2011 - August 2012
Silverton Bridge Bank, N.A. August 2007 - May 2011
United Commercial Bank November 2005 - April 2007
Education
City University of New York-Hunter College 1987 — 1993
BS, Accounting
Scott Thomas's Affinity Bank Experience October 2005 - August 2009
Job Lending Management / Real Estate Management / General Contractor
Industry Real Estate
Experience
Thomas Construction / Thomas Property Holdings November 2011 - Present
Universal Music Group / Got your name) 1990 - Present
Bank of America August 2010 - November 2011
Pacific Western Bank August 2009 - February 2010
Affinity Bank October 2005 - August 2009
Hawthorne Savings February 1994 - June 2005
Great Western Bank June 1992 - February 1994
Sony Pictures Entertainment February 1989 - June 1992
Breamar Homes, Urban West Communities, California Communities 1984 - 1989
Skills
Real Estate, Portfolio Management, Construction, Loans, Banking, Credit, Budgets, Underwriting, Due Diligence, Investment Properties, Commercial Lending, Contract Negotiation, Mortgage Lending, Investments, Real Estate Development, Management, Commercial Real Estate, Residential Homes, Sales, Real Estate Financing, Analysis, Risk Management, Property Management, Foreclosures, Investors, Real Estate Economics, Negotiation, Real Estate Transactions, Asset Management
Education
University of California, Los Angeles 2000 — 2004
Real Estate, Business Managment
Thomas Construction / Thomas Property Holdings November 2011 - Present
Universal Music Group / Got your name) 1990 - Present
Bank of America August 2010 - November 2011
Pacific Western Bank August 2009 - February 2010
Affinity Bank October 2005 - August 2009
Hawthorne Savings February 1994 - June 2005
Great Western Bank June 1992 - February 1994
Sony Pictures Entertainment February 1989 - June 1992
Breamar Homes, Urban West Communities, California Communities 1984 - 1989
Skills
Real Estate, Portfolio Management, Construction, Loans, Banking, Credit, Budgets, Underwriting, Due Diligence, Investment Properties, Commercial Lending, Contract Negotiation, Mortgage Lending, Investments, Real Estate Development, Management, Commercial Real Estate, Residential Homes, Sales, Real Estate Financing, Analysis, Risk Management, Property Management, Foreclosures, Investors, Real Estate Economics, Negotiation, Real Estate Transactions, Asset Management
Education
University of California, Los Angeles 2000 — 2004
Real Estate, Business Managment
Robert Luria's Affinity Bank Experience May 2002 - September 2009
Job Sr. Financial Analyst at Montecito Bk & Trust
Industry Banking
Experience
Montecito Bank & Trust October 2009 - Present
Affinity Bank May 2002 - September 2009
Pacific Capital Bancorp 1994 - 2002
La Cumbre Savings Bank 1992 - 1994
Santa Barbara Savings & Loan 1988 - 1992
Education
Pacific Coast Banking School 2006 — 2008
Certificate in Banking, Banking, 3.3
University of California, Santa Barbara 1989 — 1991
Certificate in Accounting, Accounting, 3.7
Cornell University 1973 — 1978
B.S., Hotel Administration, 2.7
JEB Stuart 1969 — 1973
High School, General, 3.0
Montecito Bank & Trust October 2009 - Present
Affinity Bank May 2002 - September 2009
Pacific Capital Bancorp 1994 - 2002
La Cumbre Savings Bank 1992 - 1994
Santa Barbara Savings & Loan 1988 - 1992
Education
Pacific Coast Banking School 2006 — 2008
Certificate in Banking, Banking, 3.3
University of California, Santa Barbara 1989 — 1991
Certificate in Accounting, Accounting, 3.7
Cornell University 1973 — 1978
B.S., Hotel Administration, 2.7
JEB Stuart 1969 — 1973
High School, General, 3.0
Esmeralda Mendoza's Affinity Bank Experience April 2006 - December 2009
Job Financial Reporting Analyst at California State University , Channel Islands
Industry Banking
Experience
California State University , Channel Islands March 2011 - Present
Affinity Bank April 2006 - December 2009
Skills
Accounting, Financial Analysis, Banking
Education
California State University-Northridge 2006 — 2011
BS, Accounting
California State University , Channel Islands March 2011 - Present
Affinity Bank April 2006 - December 2009
Skills
Accounting, Financial Analysis, Banking
Education
California State University-Northridge 2006 — 2011
BS, Accounting
Lindsey Dunn's Affinity Bank Experience July 2008 - October 2009
Job Development Coordinator at Community Memorial Health System
Industry Fund-Raising
Experience
Community Memorial Health System January 2013 - Present
Community Memorial Health System January 2010 - December 2012
Affinity Bank July 2008 - October 2009
Women's Shelter Program of SLO County June 2005 - June 2008
Skills
Fundraising, Event Planning, Non-profits, Community Outreach, Customer Service, Social Media
Education
California Polytechnic State University-San Luis Obispo 2002 — 2005
Bachelors, Journalism
Community Memorial Health System January 2013 - Present
Community Memorial Health System January 2010 - December 2012
Affinity Bank July 2008 - October 2009
Women's Shelter Program of SLO County June 2005 - June 2008
Skills
Fundraising, Event Planning, Non-profits, Community Outreach, Customer Service, Social Media
Education
California Polytechnic State University-San Luis Obispo 2002 — 2005
Bachelors, Journalism
Joyce Estrada's Affinity Bank Experience August 2008 - 2010
Job Vice President, Operations Manager at Affinity Bank
Industry Banking
Experience
Affinity Bank August 2008 - 2010
Pacific Coast Capital Partners February 2006 - August 2008
Education
San Diego State University-California State University 1980 — 1984
BS, Finance
Affinity Bank August 2008 - 2010
Pacific Coast Capital Partners February 2006 - August 2008
Education
San Diego State University-California State University 1980 — 1984
BS, Finance
Bryan Hamer's Affinity Bank Experience August 2005 - December 2009
Job Accounting Professional
Industry Accounting
Experience
Banc of California December 2013 - March 2015
Santa Barbara Bank & Trust June 2010 - May 2013
Affinity Bank August 2005 - December 2009
Hamer Handyman Service January 2004 - August 2005
PDI, Inc. June 1999 - December 2003
Horace Mann June 1998 - May 1999
Great Western Bank/WAMU September 1988 - May 1998
Skills
Accounting, Banking, REO, Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, Mergers & Acquisitions, 1099 Preparation, Accounts Payable, Journal Entries, PeopleSoft, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, Cash Flow
Education
University of Redlands
Bachelor of Science (B.S.), Business Administration and Management, General
Fullerton College
Associate's degree, Accounting
Banc of California December 2013 - March 2015
Santa Barbara Bank & Trust June 2010 - May 2013
Affinity Bank August 2005 - December 2009
Hamer Handyman Service January 2004 - August 2005
PDI, Inc. June 1999 - December 2003
Horace Mann June 1998 - May 1999
Great Western Bank/WAMU September 1988 - May 1998
Skills
Accounting, Banking, REO, Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, Mergers & Acquisitions, 1099 Preparation, Accounts Payable, Journal Entries, PeopleSoft, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, Cash Flow
Education
University of Redlands
Bachelor of Science (B.S.), Business Administration and Management, General
Fullerton College
Associate's degree, Accounting
Steve Shand's Affinity Bank Experience August 2007 - June 2008
Job Manager at San Francisco Works
Industry Staffing and Recruiting
Experience
San Francisco Workforce Center September 2008 - Present
Affinity Bank August 2007 - June 2008
U.S. Bank January 2007 - July 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank November 2001 - November 2005
Volt Information Sciences June 2000 - April 2001
Self Employed May 1995 - December 1999
Genentech, Inc July 1992 - April 1995
Education
Tennessee Technological University
B.S., Civil Engineering
Tulane University
M.S., Engineering Management
Tulane University - A.B. Freeman School of Business
MBA, International Management
San Francisco Workforce Center September 2008 - Present
Affinity Bank August 2007 - June 2008
U.S. Bank January 2007 - July 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank November 2001 - November 2005
Volt Information Sciences June 2000 - April 2001
Self Employed May 1995 - December 1999
Genentech, Inc July 1992 - April 1995
Education
Tennessee Technological University
B.S., Civil Engineering
Tulane University
M.S., Engineering Management
Tulane University - A.B. Freeman School of Business
MBA, International Management
Zenobia Young's Affinity Bank Experience March 2011 - September 2011
Job Operations Project Financial Manager
Industry Public Relations and Communications
Experience
American Tower November 2012 - Present
"Last Vegas"-Four Fellas Productions/CBS Films/Good Universe September 2012 - November 2012
PlusOne Feature Film-Plus One Productions May 2012 - August 2012
"Being Mary Jane" Breakdown Productions Inc.-BET March 2012 - May 2012
Tyler Perry Studios February 2012 - March 2012
Eleven Oak Films, LLC September 2011 - February 2012
Affinity Bank March 2011 - September 2011
Harlot Unlimited PR and Marketing Inc. January 2010 - July 2011
Bank of America July 2007 - March 2011
IKAM Productions March 2008 - October 2010
Skills
Microsoft Office, Adobe Creative Suite, Project Coordination, Banking, Customer Relations, Budgeting, Event Management, Leadership, Press Releases, Fundraising, Management, Customer Service, Public Speaking, Budgets, Editing, Recruiting, Social Media, Project Management, Event Planning, Public Relations
Education
Ashford University 2009 — 2010
M.A, Organizational Management/Project Management
Savannah State University 2004 — 2006
B.A, Mass Communications; Television/Film
American Tower November 2012 - Present
"Last Vegas"-Four Fellas Productions/CBS Films/Good Universe September 2012 - November 2012
PlusOne Feature Film-Plus One Productions May 2012 - August 2012
"Being Mary Jane" Breakdown Productions Inc.-BET March 2012 - May 2012
Tyler Perry Studios February 2012 - March 2012
Eleven Oak Films, LLC September 2011 - February 2012
Affinity Bank March 2011 - September 2011
Harlot Unlimited PR and Marketing Inc. January 2010 - July 2011
Bank of America July 2007 - March 2011
IKAM Productions March 2008 - October 2010
Skills
Microsoft Office, Adobe Creative Suite, Project Coordination, Banking, Customer Relations, Budgeting, Event Management, Leadership, Press Releases, Fundraising, Management, Customer Service, Public Speaking, Budgets, Editing, Recruiting, Social Media, Project Management, Event Planning, Public Relations
Education
Ashford University 2009 — 2010
M.A, Organizational Management/Project Management
Savannah State University 2004 — 2006
B.A, Mass Communications; Television/Film
Brunilda Wright's Affinity Bank Experience August 2006 - July 2009
Job Client Services Manager at First Western Trust
Industry Banking
Experience
First Western Trust March 2015 - Present
J.P. Morgan December 2012 - March 2015
Affinity Bank August 2006 - July 2009
Cornucopia Foundation February 2006 - July 2006
Starbucks Coffee Company April 2005 - December 2005
Skills
Banking, Risk Management, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Credit, Customer Service, Sales, Credit Analysis, Leadership, Marketing, Human Resources, Loans, Training, Management, Retail Banking
Education
California State University-Channel Islands 2004 — 2007
Bachelors of Science, Business Administration
The University of Texas at El Paso 2001 — 2002
Computer Information Systems
First Western Trust March 2015 - Present
J.P. Morgan December 2012 - March 2015
Affinity Bank August 2006 - July 2009
Cornucopia Foundation February 2006 - July 2006
Starbucks Coffee Company April 2005 - December 2005
Skills
Banking, Risk Management, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Credit, Customer Service, Sales, Credit Analysis, Leadership, Marketing, Human Resources, Loans, Training, Management, Retail Banking
Education
California State University-Channel Islands 2004 — 2007
Bachelors of Science, Business Administration
The University of Texas at El Paso 2001 — 2002
Computer Information Systems
Ruth O'Grady's Affinity Bank Experience April 2007 - July 2008
Job Sr. Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC 2012 - Present
Affinity Bank April 2007 - July 2008
Impac Companies July 2006 - March 2007
Ameriquest Mortgage August 2003 - April 2006
DVI Business Credit April 2000 - February 2003
Deutsche Financial Services 1996 - 1999
Private Healthcare Systems 1989 - 1993
Skills
Operations Management, Credit Analysis, Training, Credit, Risk Management, Process Improvement, Team Building, Analysis, Customer Service, Software Documentation, Microsoft Excel, Leadership, Finance, Mortgage Lending, Loans
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Human Services Management
Promontory Financial Group, LLC 2012 - Present
Affinity Bank April 2007 - July 2008
Impac Companies July 2006 - March 2007
Ameriquest Mortgage August 2003 - April 2006
DVI Business Credit April 2000 - February 2003
Deutsche Financial Services 1996 - 1999
Private Healthcare Systems 1989 - 1993
Skills
Operations Management, Credit Analysis, Training, Credit, Risk Management, Process Improvement, Team Building, Analysis, Customer Service, Software Documentation, Microsoft Excel, Leadership, Finance, Mortgage Lending, Loans
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Human Services Management
Stacey Cato-Webb's Affinity Bank Experience April 2000 - December 2008
Job Accounting Professional
Industry Accounting
Experience
Ventura and Los Angeles County August 2015 - Present
Valta Management March 2015 - August 2015
Bank of America August 2010 - July 2014
Accountemps January 2009 - July 2010
Affinity Bank April 2000 - December 2008
Skills
Accounting, Financial Reporting, Banking, Training, Outlook, Analysis, Account Reconciliation, G/L Reconciliations, G/L Analysis, Cash Management, Accounts Payable, Monthly Close Process, Root Cause Analysis, Editing, Microsoft Excel, Supervisory Skills, Forecasting, Treasury Operations, Office Administration, QuickBooks, Accounts Receivable
Education
California State University-Chico
Bachelor's degree, Accounting
Ventura and Los Angeles County August 2015 - Present
Valta Management March 2015 - August 2015
Bank of America August 2010 - July 2014
Accountemps January 2009 - July 2010
Affinity Bank April 2000 - December 2008
Skills
Accounting, Financial Reporting, Banking, Training, Outlook, Analysis, Account Reconciliation, G/L Reconciliations, G/L Analysis, Cash Management, Accounts Payable, Monthly Close Process, Root Cause Analysis, Editing, Microsoft Excel, Supervisory Skills, Forecasting, Treasury Operations, Office Administration, QuickBooks, Accounts Receivable
Education
California State University-Chico
Bachelor's degree, Accounting