Balboa Life and Casualty
Industry: Insurance company
DescriptionFounded: 1948 Parent organization: CW Insurance Group LLC
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Balboa Life and Casualty Employees
QBE Financial Partner Services / Bank of America August 2005 - April 2014
Balboa Insurance May 2001 - July 2005
Balboa Insurance December 1996 - May 2001
Balboa Life and Casualty September 1989 - December 1996
Skills
Business Analysis, Production Support, Insurance, Requirements Gathering, Post Production, Process Improvement, User Acceptance Testing, Systems Analysis, Quality Assurance, SDLC, Requirements Analysis, Risk Management, Claims Management, Vendor Management, Visio, IBM Mainframe, DYL280, Supervisory Skills, Customer Satisfaction, Claim Investigation, Auto Claims, Adaptability, Like Challenges
Education
Penn State University
Associate's Degree, Business Administration and Management, General
Ambridge High School, Ambridge, Pennsylvania
Passco Companies, LLC August 2006 - Present
AMC Mortgage Services, Inc. February 2005 - August 2006
Balboa Life and Casualty May 2003 - February 2005
Drive Financial Services October 2000 - May 2003
Skills
Real Estate, Microsoft Office, Excel, Problem Solving, Financial Analysis, Investments, Portfolio Management, Marketing, Loan Servicing, Project Management, Market Research, Underwriting, Real Estate Due...
Education
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Business Management
California State University-Fullerton 1997 — 2000
Business Administration and Management, General
Bank of America April 2009 - Present
Bank of America January 2006 - March 2009
Balboa Life and Casualty April 2004 - December 2005
Teradyne 1995 - 2002
Schlumberger 1988 - 1994
Skills
Mortgage Lending, HAMP, Mortgage Servicing, Banking, Loan Modifications, Loans, Project Management, Risk Management, Financial Risk, Finance, Credit Analysis, Loan Servicing, Relationship Management, Consumer Lending, FHA, Credit, Credit Risk, Business Process, Financial Analysis, Underwriting, Loan Origination, Mortgage Banking, Financial Services, Portfolio Management, Operations Management, Program Management, Executive Management, Operational Risk..., Process Improvement, Financial Modeling, Vendor Management, Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business Administration
University of Arizona
Bachelor of Science (B.S.), Accounting
Pacific Life April 2015 - Present
Pacific Life November 2011 - Present
Bank of America July 2011 - November 2011
Carrington Mortgage Holdings July 2007 - May 2011
Bank of America August 2004 - June 2007
Balboa Insurance Group April 2000 - August 2004
Balboa Life and Casualty April 1990 - March 2000
Pacific Mutual 1980 - 1990
Skills
Project Governance, Risk Management, Health Insurance, SDLC, Project Management, Process Improvement, Vendor Management, Strategic Planning, Start-ups, Mortgage Servicing, Change Management, Contract Negotiation, Insurance, Integration, Training, Business Analysis, Business Intelligence, Team Building, Business Process..., Project Planning, Program Management, Business Strategy, Management, Strategy, Governance, IT Strategy, PMO
Education
La Sierra University 1975 — 1976
General Education
Loma Linda University 1975 — 1975
Undergraduate studies
Columbia Union College 1973 — 1974
General Education
Cetera Financial Group May 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management) December 2010 - December 2014
ONE/x 2009 - 2010
The Designory 2005 - 2009
Investment Marketing Services 2003 - 2005
Los Angeles Police Federal Credit Union 2002 - 2002
Balboa Life and Casualty 2001 - 2001
Transamerica Life 1993 - 2000
Cal Fed Bank 1991 - 1993
Union Bank 1990 - 1991
Skills
Marketing Communications, Advertising, Digital Marketing, Marketing, Series 7, Investments, Asset Management, Fixed Annuities, Marketing Strategy, Brand Development, Strategy, Securities, Creative Direction, Mutual Funds, Management, Financial Services
Education
Georgetown University 1977 — 1981
BS, International Economics, School of Foreign Service
Windsor Insurance Associates, Inc April 2011 - Present
TIME Financial January 2007 - April 2011
TIME Financial December 2005 - December 2006
Balboa Life and Casualty October 2003 - December 2005
Balboa Life and Casualty January 2003 - October 2003
Warner Center Properties 1997 - 2002
Beverly Hills Public Library June 1992 - August 1997
Skills
Insurance, Risk Management, Financial Services, Life Insurance, Retirement Planning, Retirement
Education
California State University-Northridge 1993 — 1996
Bachelor's of Arts, Psychology
Gordon College 1992 — 1994
Phillips Exeter Academy 1989 — 1992
High School
Cardigan Mountain School 1986 — 1989
7-9
El Rodeo 1981 — 1986
2-6
KBACE Technologies January 2015 - Present
KBACE Technologies June 2007 - Present
BAX Global February 2006 - June 2007
Balboa Life and Casualty 1999 - 2005
Avco Financial Services 1980 - 1999
Skills
PMO, Software Development, Business Analysis, Business Process..., Business Process, Requirements Analysis, PMP, Oracle E-Business Suite, SDLC, ERP, Oracle Applications, Software Project..., HRIS, Oracle HR, Process Improvement, Vendor Management, Program Management, Project Management
Education
Kean University 1976 — 1980
Quest Diagnostics July 2013 - Present
Prospect Mortgage, LLC March 2013 - July 2013
JPMorgan Chase May 2010 - December 2012
Cheesecake Factory September 2007 - January 2010
Metrocities Mortgage March 2005 - September 2007
Balboa Life and Casualty October 2003 - March 2005
Washington Mutual February 2002 - October 2003
Washington Mutual March 1999 - February 2002
Washington Mutual July 1998 - March 1999
Skills
Microsoft Word, Visio, Microsoft Excel, Access, Outlook, PowerPoint, Data Analysis, Database Administration, Process Optimization, Process Improvement, Mortgage Lending, Microsoft Office
Education
California State University-Northridge 2004 — 2007
Business Systems and Operations Managment
Van Nuys High School 1991 — 1993
High School Diploma
Jerry L Pettis Va Med Ctr June 2014 - Present
FEMA February 2006 - Present
Bank of America May 2012 - November 2013
Mortgage Outreach Services December 2009 - March 2011
Balboa Life and Casualty May 1996 - October 2005
County/USC Medical Center July 1994 - May 1996
Skills
Customer Service, Property Management, Call Center, Supervisory Skills, Emergency Management, Customer Relations, PowerPoint, Documentation, Telephone Skills, Disaster Recovery, Research, Inventory Management, Incident Management, Disaster Preparedness, Disaster Response
Education
Thomas Edison State College 2010 — 2011
Bachelors, Social Sciences
University of Phoenix 2009 — 2010
Associates, General Studies
Medtronic January 2004 - Present
Countrywide Mortgage Services June 1998 - January 2004
Balboa Life and Casualty January 1988 - January 1998
Skills
Product Launch, Diabetes, Market Development, Sales Operations, Process Improvement, Cross-functional Team..., Medical Devices, FDA, Sales Management, Cardiology, Capital Equipment, Healthcare, Management, Training, Sales, Leadership
Education
University of Richmond 1980 — 1986
Economics & Criminal Justice
thomas stone high school 1976 — 1980
general studies
Allied Solutions LLC March 1994 - Present
Progressive Insurance October 1992 - March 1994
Balboa Life and Casualty February 1991 - October 1992
Minnesota Life June 1982 - February 1991
MINNESOTA MUTUAL LIFE 1982 - 1991
Skills
Insurance, Property & Casualty..., Sales, Risk Management, Mortgage Lending, Commercial Insurance, Banking, Strategic Planning, Process Improvement, Credit, Underwriting
Education
Saint Mary's College of California 1978 — 1982
BS, Business