Borrego Springs Bank
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Borrego Springs Bank Employees
Employee
Years
Job
Industry
Jennifer Friedman Jennifer Friedman's Borrego Springs Bank Experience August 2003 - July 2004
Job Senior Accountant at iHeartMedia
Industry Accounting
Experience
iHeartMedia August 2014 - Present
Marcus & Millichap July 2010 - August 2013
MacFarlane Partners January 2007 - November 2009
Cambridge Investments February 2005 - January 2007
Nobel Limited July 2004 - January 2005
Borrego Springs Bank August 2003 - July 2004
Skills
Financial Accounting, Consolidation, Accruals, Intercompany..., Month End Close, P&L Analysis, Balance Sheet Review, Financial Statement..., General Ledger, Budgets, Forecasting, Cash Flow Forecasting, Quarterly Reporting, Bank Reconciliation, Fixed Assets, Internal Controls, Sales & Use Tax, Accounts Payable, Accounting, Financial Reporting, Financial Analysis, Payroll, Account Reconciliation
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting
iHeartMedia August 2014 - Present
Marcus & Millichap July 2010 - August 2013
MacFarlane Partners January 2007 - November 2009
Cambridge Investments February 2005 - January 2007
Nobel Limited July 2004 - January 2005
Borrego Springs Bank August 2003 - July 2004
Skills
Financial Accounting, Consolidation, Accruals, Intercompany..., Month End Close, P&L Analysis, Balance Sheet Review, Financial Statement..., General Ledger, Budgets, Forecasting, Cash Flow Forecasting, Quarterly Reporting, Bank Reconciliation, Fixed Assets, Internal Controls, Sales & Use Tax, Accounts Payable, Accounting, Financial Reporting, Financial Analysis, Payroll, Account Reconciliation
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting
Elisabeth Hope Adkins Elisabeth Hope Adkins's Borrego Springs Bank Experience February 2005 - January 2010
Job Social Media Marketing Coordinator at Miva, Inc.
Industry Marketing and Advertising
Experience
Miva, Inc. September 2014 - Present
Breasties - Painting for the cure of breast cancer July 2011 - Present
Pure Spa & Chiropractic November 2012 - April 2015
A7D Creative Group February 2014 - August 2014
My Social Marketing Network September 2013 - December 2013
H2 PUBLIC RELATIONS January 2013 - March 2013
InnoVision - Marketing Ideation March 2012 - October 2012
Borrego Springs Bank February 2005 - January 2010
Skills
Adobe Creative Suite, Microsoft Office, Wordpress, Customer Service, Consumer Behavior, Marketing Strategy, Social Media, Entrepreneurship, Product Development, Advertising, Guerrilla Marketing, Event Planning, Public Relations, Media Planning, Media Buying, Sponsorship Relations, Account Coordination, Project Management, PowerPoint, Consumer Behaviour, WordPress, Market Research, Strategy, Graphic Design, Creative Direction, Social Media Marketing
Education
The Art Institute of California - San Diego 2009 — 2011
Fashion Marketing & Management, Marketing/Marketing Management, General
Grossmont College 2001 — 2006
Associate's Degree, General Education
Miva, Inc. September 2014 - Present
Breasties - Painting for the cure of breast cancer July 2011 - Present
Pure Spa & Chiropractic November 2012 - April 2015
A7D Creative Group February 2014 - August 2014
My Social Marketing Network September 2013 - December 2013
H2 PUBLIC RELATIONS January 2013 - March 2013
InnoVision - Marketing Ideation March 2012 - October 2012
Borrego Springs Bank February 2005 - January 2010
Skills
Adobe Creative Suite, Microsoft Office, Wordpress, Customer Service, Consumer Behavior, Marketing Strategy, Social Media, Entrepreneurship, Product Development, Advertising, Guerrilla Marketing, Event Planning, Public Relations, Media Planning, Media Buying, Sponsorship Relations, Account Coordination, Project Management, PowerPoint, Consumer Behaviour, WordPress, Market Research, Strategy, Graphic Design, Creative Direction, Social Media Marketing
Education
The Art Institute of California - San Diego 2009 — 2011
Fashion Marketing & Management, Marketing/Marketing Management, General
Grossmont College 2001 — 2006
Associate's Degree, General Education
Bill Luckinbill Bill Luckinbill's Borrego Springs Bank Experience 2007 - February 2009
Job BDOVeterans Specialist at ReadyCap Lending, LLC
Industry Financial Services
Experience
ReadyCap Lending, LLC April 2015 - Present
The SBA Guy, LLC March 2009 - Present
Borrego Springs Bank 2007 - February 2009
Pacific Western Bank 2006 - April 2007
Midwest Business Capital 2005 - June 2006
Community First National Bank 2004 - 2005
Compass Bank 2001 - 2004
Transamerica Small Business Capital 1999 - 2001
Business Lenders 1998 - 1999
Green Tree Financial 1997 - 1998
Skills
Small Business Lending, Underwriting, Credit, Loan Origination, Commercial Lending, Credit Analysis, Loans, Banking, SBA, SBA 504, Finance, USDA, Commercial Mortgages, Commercial Real Estate, Commercial Banking, Business Acquisition, Small Business, Mortgage Lending, Credit Risk, Financial Analysis, Refinance, Real Estate Financing, Cash Flow Lending, Real Estate Lending, Real Estate, Business Development, Real Estate Economics, Financial Structuring, Mortgage Banking, Risk Management, Portfolio Management, Asset Based Lending, Loan Servicing, Cash Management, Mortgage Underwriting, Lines Of Credit, Construction Loans, Funding
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MBA, Business Administration
University of Illinois at Chicago 1979 — 1981
BS, Criminal Justice
ReadyCap Lending, LLC April 2015 - Present
The SBA Guy, LLC March 2009 - Present
Borrego Springs Bank 2007 - February 2009
Pacific Western Bank 2006 - April 2007
Midwest Business Capital 2005 - June 2006
Community First National Bank 2004 - 2005
Compass Bank 2001 - 2004
Transamerica Small Business Capital 1999 - 2001
Business Lenders 1998 - 1999
Green Tree Financial 1997 - 1998
Skills
Small Business Lending, Underwriting, Credit, Loan Origination, Commercial Lending, Credit Analysis, Loans, Banking, SBA, SBA 504, Finance, USDA, Commercial Mortgages, Commercial Real Estate, Commercial Banking, Business Acquisition, Small Business, Mortgage Lending, Credit Risk, Financial Analysis, Refinance, Real Estate Financing, Cash Flow Lending, Real Estate Lending, Real Estate, Business Development, Real Estate Economics, Financial Structuring, Mortgage Banking, Risk Management, Portfolio Management, Asset Based Lending, Loan Servicing, Cash Management, Mortgage Underwriting, Lines Of Credit, Construction Loans, Funding
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
MBA, Business Administration
University of Illinois at Chicago 1979 — 1981
BS, Criminal Justice
Gloria Conn Gloria Conn's Borrego Springs Bank Experience March 1998 - November 2005
Job Loan Processor at Regents Bank
Industry Banking
Experience
Regents Bank / Grandpoint Bank October 2013 - Present
Regents Bank / Grandpoint Bank July 2008 - October 2013
San Diego National Bank March 2007 - July 2008
Regents Bank November 2005 - December 2006
Borrego Springs Bank March 1998 - November 2005
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Microsoft Excel, Customer Service, Microsoft Office, Financial Services, Management, Loan Documentation, Loan Servicing, Quality Assurance, Loan Processing, Letters of Credit, Insurance Tracking, Employee Training, Procedure Development, HMDA, Laser Pro, Jack Henry, Leadership, Training, Participation, Software Documentation
Education
Grossmont College
Various BCG seminars
Regents Bank / Grandpoint Bank October 2013 - Present
Regents Bank / Grandpoint Bank July 2008 - October 2013
San Diego National Bank March 2007 - July 2008
Regents Bank November 2005 - December 2006
Borrego Springs Bank March 1998 - November 2005
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Microsoft Excel, Customer Service, Microsoft Office, Financial Services, Management, Loan Documentation, Loan Servicing, Quality Assurance, Loan Processing, Letters of Credit, Insurance Tracking, Employee Training, Procedure Development, HMDA, Laser Pro, Jack Henry, Leadership, Training, Participation, Software Documentation
Education
Grossmont College
Various BCG seminars
Charlie Meyers's Borrego Springs Bank Experience 2012 - July 2012
Job VP & Senior Business Development Officer at SBALoansToday.com
Industry Financial Services
Experience
SBA Business Development Professional February 2015 - Present
SMall Business Funding Group September 2012 - February 2015
Independent June 2012 - September 2012
Borrego Springs Bank 2012 - July 2012
Celtic Bank October 2001 - April 2012
Skills
Commercial Lending, Small Business Lending, SBA, Loans, Commercial Mortgages, Credit, Underwriting, Entrepreneurship, Construction Loans, Credit Risk, USDA, Mortgage Banking, Commercial Real Estate, Mortgage Lending, Community Outreach, SBA 504, Commercial Banking, Mercedes-Benz, Funding, Credit Analysis, Refinance, Start-ups, Business Development, Asset Based Lending, Finance, Marketing Communications, Factoring, Portfolio Management, Banking, Commercial Finance, Real Estate Financing, Small Business, Loan Origination, Lines Of Credit, Consumer Lending, Financial Structuring, Relationship Management, Investments, Residential Mortgages, Due Diligence
Education
Brigham Young University
Thurston High School
SBA Business Development Professional February 2015 - Present
SMall Business Funding Group September 2012 - February 2015
Independent June 2012 - September 2012
Borrego Springs Bank 2012 - July 2012
Celtic Bank October 2001 - April 2012
Skills
Commercial Lending, Small Business Lending, SBA, Loans, Commercial Mortgages, Credit, Underwriting, Entrepreneurship, Construction Loans, Credit Risk, USDA, Mortgage Banking, Commercial Real Estate, Mortgage Lending, Community Outreach, SBA 504, Commercial Banking, Mercedes-Benz, Funding, Credit Analysis, Refinance, Start-ups, Business Development, Asset Based Lending, Finance, Marketing Communications, Factoring, Portfolio Management, Banking, Commercial Finance, Real Estate Financing, Small Business, Loan Origination, Lines Of Credit, Consumer Lending, Financial Structuring, Relationship Management, Investments, Residential Mortgages, Due Diligence
Education
Brigham Young University
Thurston High School
Chanel Cook's Borrego Springs Bank Experience May 2008 - August 2012
Job Graphic Designer + Brand Communications at A7D Creative Group
Industry Graphic Design
Experience
A7D Creative Group May 2014 - Present
Umpqua Bank September 2013 - May 2014
JAJ International, Inc June 2013 - September 2013
The National Sports Forum October 2012 - December 2012
Borrego Springs Bank May 2008 - August 2012
Skills
InDesign, Illustrator, Photoshop, Graphic Design, Typography, Facebook, Advertising, WordPress, Adobe Creative Suite, Social Media Marketing, Event Planning, Customer Service, Marketing, Social Networking, Microsoft Office, Email Marketing
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.), Graphic Design, Digital and Social Media
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.) - Graphic Design, Graphic Design
A7D Creative Group May 2014 - Present
Umpqua Bank September 2013 - May 2014
JAJ International, Inc June 2013 - September 2013
The National Sports Forum October 2012 - December 2012
Borrego Springs Bank May 2008 - August 2012
Skills
InDesign, Illustrator, Photoshop, Graphic Design, Typography, Facebook, Advertising, WordPress, Adobe Creative Suite, Social Media Marketing, Event Planning, Customer Service, Marketing, Social Networking, Microsoft Office, Email Marketing
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.), Graphic Design, Digital and Social Media
San Diego State University-California State University 2012 — 2014
Bachelor of Arts (B.A.) - Graphic Design, Graphic Design
Anzhelika Daniel's Borrego Springs Bank Experience July 2005 - March 2006
Job Tax Specialist 2
Industry Financial Services
Experience
H&R Block Temecula December 2013 - Present
Silver Fever January 2010 - November 2014
Temecula Valley Bank November 2006 - April 2007
Ann Taylor LOFT August 2006 - November 2006
Borrego Springs Bank July 2005 - March 2006
La Casa del Zorro January 2004 - May 2005
Hotel Christiania December 2001 - April 2002
Grand hotel Zermatterhoff February 2001 - July 2001
Skills
Windows, Microsoft Office, Microsoft Excel, fidelio, Navigator, power point, Quick books, Management, Micros, Retail, Administration, Customer Satisfaction, Process Scheduler, Accounts Payable, Time Management, Customer Service, Front Office, Restaurants, Hospitality Management, Hospitality Industry, Hospitality, Resorts, Hotel Management, Hotels, Leadership, Budgets, MICROS, PowerPoint, QuickBooks, Sales, Tourism, Food, Team Building, Pre-opening
Education
Colorado State University-Global Campus 2015 — 2017
Masters in professional accounting, Accounting
University of New Haven 2002 — 2004
Bachelors Degree, Tourism Administration
Institute Hotelier “Cesar Ritz" 2000 — 2002
Diploma, Hospitality Management
H&R Block Temecula December 2013 - Present
Silver Fever January 2010 - November 2014
Temecula Valley Bank November 2006 - April 2007
Ann Taylor LOFT August 2006 - November 2006
Borrego Springs Bank July 2005 - March 2006
La Casa del Zorro January 2004 - May 2005
Hotel Christiania December 2001 - April 2002
Grand hotel Zermatterhoff February 2001 - July 2001
Skills
Windows, Microsoft Office, Microsoft Excel, fidelio, Navigator, power point, Quick books, Management, Micros, Retail, Administration, Customer Satisfaction, Process Scheduler, Accounts Payable, Time Management, Customer Service, Front Office, Restaurants, Hospitality Management, Hospitality Industry, Hospitality, Resorts, Hotel Management, Hotels, Leadership, Budgets, MICROS, PowerPoint, QuickBooks, Sales, Tourism, Food, Team Building, Pre-opening
Education
Colorado State University-Global Campus 2015 — 2017
Masters in professional accounting, Accounting
University of New Haven 2002 — 2004
Bachelors Degree, Tourism Administration
Institute Hotelier “Cesar Ritz" 2000 — 2002
Diploma, Hospitality Management
Jessica Toomey Jessica Toomey's Borrego Springs Bank Experience September 2008 - August 2011
Job Credit Analyst
Industry Banking
Experience
California Bank & Trust October 2014 - Present
Umpqua Bank formerly Argent Bank September 2012 - October 2014
Argent Bank previously Borrego Springs Bank August 2011 - September 2012
Borrego Springs Bank September 2008 - August 2011
Clairemont Equipment 2003 - 2008
Skills
Portfolio Management, Credit, Lines Of Credit, Underwriting, Financial Analysis, Small Business Lending, Commercial Lending, Credit Risk, Commercial Banking, Finance, Loan Origination, Banking, Loans, Credit Analysis, Consumer Lending
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
California Bank & Trust October 2014 - Present
Umpqua Bank formerly Argent Bank September 2012 - October 2014
Argent Bank previously Borrego Springs Bank August 2011 - September 2012
Borrego Springs Bank September 2008 - August 2011
Clairemont Equipment 2003 - 2008
Skills
Portfolio Management, Credit, Lines Of Credit, Underwriting, Financial Analysis, Small Business Lending, Commercial Lending, Credit Risk, Commercial Banking, Finance, Loan Origination, Banking, Loans, Credit Analysis, Consumer Lending
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Vanessa Johnson, PHR Vanessa Johnson, PHR's Borrego Springs Bank Experience January 2000 - July 2003
Job Human Resources Director of People and Culture at Business.com
Industry Internet
Experience
Business.com October 2012 - Present
CD Savoia February 2006 - October 2012
Borrego Springs Bank January 2000 - July 2003
Skills
Organizational..., Performance Management, Employee Relations, Talent Acquisition, Benefits Administration, HRIS, Payroll, Employee Engagement, Succession Planning, Recruiting, Employee Benefits, Human Resources, Leadership Development, Microsoft Office, Training, Talent Management, Technical Recruiting, Interviews, Social Media Marketing, Conflict Resolution, Onboarding, Career Development, Cold Calling, System Administration, Business Development, Hiring, Team Building, Applicant Tracking..., Benefits Negotiation, Resume Writing, Management, Negotiation, Sourcing, Internet Recruiting, Leadership, Temporary Placement, College Recruiting
Education
Grossmont College 2002 — 2004
Granite Hills High School
Business.com October 2012 - Present
CD Savoia February 2006 - October 2012
Borrego Springs Bank January 2000 - July 2003
Skills
Organizational..., Performance Management, Employee Relations, Talent Acquisition, Benefits Administration, HRIS, Payroll, Employee Engagement, Succession Planning, Recruiting, Employee Benefits, Human Resources, Leadership Development, Microsoft Office, Training, Talent Management, Technical Recruiting, Interviews, Social Media Marketing, Conflict Resolution, Onboarding, Career Development, Cold Calling, System Administration, Business Development, Hiring, Team Building, Applicant Tracking..., Benefits Negotiation, Resume Writing, Management, Negotiation, Sourcing, Internet Recruiting, Leadership, Temporary Placement, College Recruiting
Education
Grossmont College 2002 — 2004
Granite Hills High School
Ben Lundeen's Borrego Springs Bank Experience 2009 - November 2012
Job Commercial Credit Underwriter at AmericanWest Bank
Industry Financial Services
Experience
AmericanWest Bank November 2012 - Present
Borrego Springs Bank 2009 - November 2012
Encore Capital Group 2005 - 2009
US Bank 2003 - 2005
Commercial Space Online 2003 - 2003
Skills
Loans, Portfolio Management, Management, Banking, Credit Analysis, Small Business..., Commercial Lending, Underwriting, Small Business Lending, Financial Services, Finance, Credit, Analysis, Financial Analysis, Risk Management, Credit Risk, Commercial Banking, Customer Service
Education
Seattle Pacific University 1999 — 2003
BA, Business Administration
Seattle Pacific University - School of Business and Economics 1999 — 2003
BA, Business Administration
AmericanWest Bank November 2012 - Present
Borrego Springs Bank 2009 - November 2012
Encore Capital Group 2005 - 2009
US Bank 2003 - 2005
Commercial Space Online 2003 - 2003
Skills
Loans, Portfolio Management, Management, Banking, Credit Analysis, Small Business..., Commercial Lending, Underwriting, Small Business Lending, Financial Services, Finance, Credit, Analysis, Financial Analysis, Risk Management, Credit Risk, Commercial Banking, Customer Service
Education
Seattle Pacific University 1999 — 2003
BA, Business Administration
Seattle Pacific University - School of Business and Economics 1999 — 2003
BA, Business Administration
Sheila Attebury's Borrego Springs Bank Experience 2003 - 2004
Job Vice President /SBA Servicing Supervisor at Seacoast Commerce Bank
Industry Banking
Experience
Seacoast Commerce Bank November 2014 - Present
Atteburyink November 2004 - October 2014
Borrego Springs Bank 2003 - 2004
US Bank 1995 - 2003
Bank of Commerce 1995 - 2003
Union Bank 1995 - 1995
First National Bank 1987 - 1995
Skills
Loans, Commercial Lending, Banking, Credit Analysis, Underwriting, Commercial Banking, SBA, Portfolio Management
Education
California State University-Long Beach 1982 — 1987
Bachelor of Arts (BA), Economics
Perris High Scool
Seacoast Commerce Bank November 2014 - Present
Atteburyink November 2004 - October 2014
Borrego Springs Bank 2003 - 2004
US Bank 1995 - 2003
Bank of Commerce 1995 - 2003
Union Bank 1995 - 1995
First National Bank 1987 - 1995
Skills
Loans, Commercial Lending, Banking, Credit Analysis, Underwriting, Commercial Banking, SBA, Portfolio Management
Education
California State University-Long Beach 1982 — 1987
Bachelor of Arts (BA), Economics
Perris High Scool
Dana Campbell's Borrego Springs Bank Experience February 2008 - May 2009
Job VicePresident, Business Development Officer at First Chatham Bank
Industry Banking
Experience
First Chatham Bank September 2013 - Present
Atlantic Coast Bank April 2011 - September 2013
Coastal Angler Magazine July 2010 - July 2013
Borrego Springs Bank February 2008 - May 2009
Community South Small Business Lending 2006 - 2008
Temecula Valley Bank 2004 - 2006
Community West Bank (formerly Goleta National Bank) 2002 - 2004
Skills
SBA, SBA 504, Asset Based Lending, Banking, Business Acquisition, Business Development, Cash Flow, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Structuring, Investments, Loan Origination, Loans, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Financing, Refinance, Small Business, Small Business Lending, Strategic Planning, USDA, Underwriting, Mergers & Acquisitions
Education
University of Phoenix 1994 — 2008
BBA, Business Administration
Georgia Southern University 1985 — 1988
Business
The Institute of Children's Literature
First Chatham Bank September 2013 - Present
Atlantic Coast Bank April 2011 - September 2013
Coastal Angler Magazine July 2010 - July 2013
Borrego Springs Bank February 2008 - May 2009
Community South Small Business Lending 2006 - 2008
Temecula Valley Bank 2004 - 2006
Community West Bank (formerly Goleta National Bank) 2002 - 2004
Skills
SBA, SBA 504, Asset Based Lending, Banking, Business Acquisition, Business Development, Cash Flow, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Structuring, Investments, Loan Origination, Loans, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Financing, Refinance, Small Business, Small Business Lending, Strategic Planning, USDA, Underwriting, Mergers & Acquisitions
Education
University of Phoenix 1994 — 2008
BBA, Business Administration
Georgia Southern University 1985 — 1988
Business
The Institute of Children's Literature
Martina Poole's Borrego Springs Bank Experience May 2004 - July 2005
Job AVP/SBA Loan Underwriter
Industry Financial Services
Experience
Umpqua Bank April 2015 - Present
Pacific Enterprise Bank October 2013 - May 2015
Vibra Bank October 2012 - April 2013
Clifford Shank and Associates September 2011 - October 2012
Nevada Commerce Bank February 2010 - July 2011
Silver State Bank March 2008 - June 2009
Desert Glen, Inc. July 2005 - November 2006
Borrego Springs Bank May 2004 - July 2005
Greater Bay Bank October 2001 - December 2004
Heller Financial 1997 - 2000
Skills
SBA, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Portfolio Management, Underwriting, Financial Structuring, SBA 504, Banking, Finance, Commercial Mortgages, Cash Management, Financial Analysis, Mortgage Lending, Loan Origination, Funding, USDA, Credit Risk, Loan Servicing, Commercial Real Estate, Credit, Lines Of Credit, Construction Loans, Asset Based Lending, Credit Analysis, Treasury Management, Financial Risk
Education
National University
Palomar College
AA, General Ed/Psychology
San Diego State University-California State University
Psychology/Ed/Busines
Umpqua Bank April 2015 - Present
Pacific Enterprise Bank October 2013 - May 2015
Vibra Bank October 2012 - April 2013
Clifford Shank and Associates September 2011 - October 2012
Nevada Commerce Bank February 2010 - July 2011
Silver State Bank March 2008 - June 2009
Desert Glen, Inc. July 2005 - November 2006
Borrego Springs Bank May 2004 - July 2005
Greater Bay Bank October 2001 - December 2004
Heller Financial 1997 - 2000
Skills
SBA, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Portfolio Management, Underwriting, Financial Structuring, SBA 504, Banking, Finance, Commercial Mortgages, Cash Management, Financial Analysis, Mortgage Lending, Loan Origination, Funding, USDA, Credit Risk, Loan Servicing, Commercial Real Estate, Credit, Lines Of Credit, Construction Loans, Asset Based Lending, Credit Analysis, Treasury Management, Financial Risk
Education
National University
Palomar College
AA, General Ed/Psychology
San Diego State University-California State University
Psychology/Ed/Busines
Kate McCloskey's Borrego Springs Bank Experience 2002 - 2004
Job McCloskey & Associates
Industry Financial Services
Experience
McCloskey & Associates July 2008 - Present
DCI 2010 - 2012
UPS Capital 2005 - 2008
UPS Capital 2004 - 2005
Borrego Springs Bank 2002 - 2004
Comerica 2001 - 2002
The Associates 1998 - 2001
McCloskey Associates 1991 - 1998
Skills
Team Building, Sales, Underwriting, Commercial Lending, Loans, SBA, Loan Origination, Credit, Credit Analysis, Banking, Small Business Lending, Financial Analysis, Real Estate, Business Development, Finance, Commercial Mortgages, Real Estate Financing, Refinance, Management, Portfolio Management, Mortgage Lending, Sales Management, Financial Services, Asset Based Lending, Financial Structuring, USDA
Education
California State University-Fullerton
B.A.
McCloskey & Associates July 2008 - Present
DCI 2010 - 2012
UPS Capital 2005 - 2008
UPS Capital 2004 - 2005
Borrego Springs Bank 2002 - 2004
Comerica 2001 - 2002
The Associates 1998 - 2001
McCloskey Associates 1991 - 1998
Skills
Team Building, Sales, Underwriting, Commercial Lending, Loans, SBA, Loan Origination, Credit, Credit Analysis, Banking, Small Business Lending, Financial Analysis, Real Estate, Business Development, Finance, Commercial Mortgages, Real Estate Financing, Refinance, Management, Portfolio Management, Mortgage Lending, Sales Management, Financial Services, Asset Based Lending, Financial Structuring, USDA
Education
California State University-Fullerton
B.A.
Stephanie Toomey's Borrego Springs Bank Experience July 1996 - February 2013
Job Senior Vice President/Credit Director at Umpqua Bank
Industry Banking
Experience
Umpqua Bank 2014 - Present
Argent Bank formerly Borrego Springs Bank February 2013 - April 2014
Borrego Springs Bank July 1996 - February 2013
Skills
Commercial Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Analysis, SBA, Commercial Lending, Banking, Loan Origination, USDA, Underwriting, Credit, Loans, Commercial Mortgages, Asset Based Lending, Real Estate Economics
Education
The University of Texas at El Paso
Bachelor’s Degree, Marketing
Umpqua Bank 2014 - Present
Argent Bank formerly Borrego Springs Bank February 2013 - April 2014
Borrego Springs Bank July 1996 - February 2013
Skills
Commercial Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Financial Analysis, SBA, Commercial Lending, Banking, Loan Origination, USDA, Underwriting, Credit, Loans, Commercial Mortgages, Asset Based Lending, Real Estate Economics
Education
The University of Texas at El Paso
Bachelor’s Degree, Marketing
Jonathan Haber's Borrego Springs Bank Experience February 2006 - August 2007
Job Senior Specialist at MUFG Union Bank N.A.
Industry Financial Services
Experience
Union Bank November 2007 - Present
Borrego Springs Bank February 2006 - August 2007
Skills
Leadership, Sales, Financial Services, Mutual Funds, Accounting, Risk Management, Auditing, Credit, Finance, Financial Analysis, Loans
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor's, Social Sciences
Union Bank November 2007 - Present
Borrego Springs Bank February 2006 - August 2007
Skills
Leadership, Sales, Financial Services, Mutual Funds, Accounting, Risk Management, Auditing, Credit, Finance, Financial Analysis, Loans
Education
National University 2014 — 2015
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor's, Social Sciences
Harman Malik's Borrego Springs Bank Experience April 2011 - June 2012
Job Vice President, SBA BDO at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank August 2012 - Present
Borrego Springs Bank April 2011 - June 2012
Excel National Bank 2007 - April 2011
Temecula Valley Bank 2007 - 2007
Skills
Business Development, Commercial Lending, Credit, Credit Analysis, Loans, Finance, Small Business Lending, Underwriting, Commercial Mortgages, Mortgage Lending, Banking
Education
California State University-Fresno 2005 — 2008
Bachelors of Science, Finance
Pacific Premier Bank August 2012 - Present
Borrego Springs Bank April 2011 - June 2012
Excel National Bank 2007 - April 2011
Temecula Valley Bank 2007 - 2007
Skills
Business Development, Commercial Lending, Credit, Credit Analysis, Loans, Finance, Small Business Lending, Underwriting, Commercial Mortgages, Mortgage Lending, Banking
Education
California State University-Fresno 2005 — 2008
Bachelors of Science, Finance
Dan Roslund's Borrego Springs Bank Experience 2005 - 2008
Job Commercial loan Officer at Wells Fargo Bank
Industry Financial Services
Experience
Matsco, a division of Wells Fargo Bank, N.A. 2008 - Present
Wells Fargo & Co. 2008 - Present
Wells Fargo Bank April 2007 - Present
Borrego Springs Bank 2005 - 2008
US Bank 2002 - 2005
US Bank 2002 - 2005
Bank of America 1997 - 2002
Skills
Small Business Lending, Commercial Mortgages, Loans, Commercial Lending, Lines Of Credit, Asset Based Lending, Underwriting, Banking, Credit, Commercial Banking, Credit Analysis, SBA, Loan Origination, Mortgage Banking, Mortgage Lending, Commercial Real Estate, FHA, Finance, Consumer Lending, FHA financing, Financial Structuring, Real Estate Economics, Real Estate Financing, Real Estate, Investments, Construction Loans, Portfolio Management, SBA 504, Residential Mortgages, Refinance, Cash Flow Lending, USDA, Real Estate Lending, Commercial Finance, Government Loans, Treasury Management, Mortgage Underwriting, Funding, VA loans, Asset Management, Credit Risk, Reverse Mortgages, Deposits
Education
Michigan State University 1965 — 1971
Master of Business Administration (MBA), Marketing
Matsco, a division of Wells Fargo Bank, N.A. 2008 - Present
Wells Fargo & Co. 2008 - Present
Wells Fargo Bank April 2007 - Present
Borrego Springs Bank 2005 - 2008
US Bank 2002 - 2005
US Bank 2002 - 2005
Bank of America 1997 - 2002
Skills
Small Business Lending, Commercial Mortgages, Loans, Commercial Lending, Lines Of Credit, Asset Based Lending, Underwriting, Banking, Credit, Commercial Banking, Credit Analysis, SBA, Loan Origination, Mortgage Banking, Mortgage Lending, Commercial Real Estate, FHA, Finance, Consumer Lending, FHA financing, Financial Structuring, Real Estate Economics, Real Estate Financing, Real Estate, Investments, Construction Loans, Portfolio Management, SBA 504, Residential Mortgages, Refinance, Cash Flow Lending, USDA, Real Estate Lending, Commercial Finance, Government Loans, Treasury Management, Mortgage Underwriting, Funding, VA loans, Asset Management, Credit Risk, Reverse Mortgages, Deposits
Education
Michigan State University 1965 — 1971
Master of Business Administration (MBA), Marketing
Mary Beth Vogt's Borrego Springs Bank Experience April 2010 - September 2013
Job SBA Loan Underwriter at Umpqua Bank
Industry Banking
Experience
Umpqua Bank February 2014 - Present
Argent Bank September 2013 - February 2014
Borrego Springs Bank April 2010 - September 2013
San Diego National Bank 1995 - May 2010
SunTrust Bank 1988 - 1995
Skills
Loans, Small Business Lending, Commercial Mortgages, Portfolio Management, Credit, Commercial Banking, Underwriting, Banking, Financial Analysis, Risk Management, Credit Administration, Workout, Microsoft Office, Word, Real Estate, Excel, Credit Analysis, Credit Risk, Commercial Lending, Loan Origination, SBA
Education
San Diego State University-California State University 2001 — 2003
MSBA (Finance), Finance
California School of Professional Psychology 1996 — 1998
M.S. Health Psychology, Health Psychology
University of Evansville 1984 — 1988
B.S. Finance, Finance; Computer Science
Umpqua Bank February 2014 - Present
Argent Bank September 2013 - February 2014
Borrego Springs Bank April 2010 - September 2013
San Diego National Bank 1995 - May 2010
SunTrust Bank 1988 - 1995
Skills
Loans, Small Business Lending, Commercial Mortgages, Portfolio Management, Credit, Commercial Banking, Underwriting, Banking, Financial Analysis, Risk Management, Credit Administration, Workout, Microsoft Office, Word, Real Estate, Excel, Credit Analysis, Credit Risk, Commercial Lending, Loan Origination, SBA
Education
San Diego State University-California State University 2001 — 2003
MSBA (Finance), Finance
California School of Professional Psychology 1996 — 1998
M.S. Health Psychology, Health Psychology
University of Evansville 1984 — 1988
B.S. Finance, Finance; Computer Science
Barbara Perkins's Borrego Springs Bank Experience June 2007 - April 2013
Job Vice President, and SBA Business Development Officer at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank December 2014 - Present
First Community Bank April 2013 - December 2014
Borrego Springs Bank June 2007 - April 2013
Skills
Loans, Investment Properties, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Real Estate, Event Planning, Real Estate Financing, Underwriting, USDA, Customer Service, Real Estate Economics, Small Business, Loan Origination, Credit, SBA, Lines Of Credit, Commercial Banking, Mortgage Lending, Financial Structuring, Asset Based Lending, SBA 504
Education
California State University, Fresno 1973 — 1977
Bachelor's degree, Agriculture, General
Pacific Premier Bank December 2014 - Present
First Community Bank April 2013 - December 2014
Borrego Springs Bank June 2007 - April 2013
Skills
Loans, Investment Properties, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Real Estate, Event Planning, Real Estate Financing, Underwriting, USDA, Customer Service, Real Estate Economics, Small Business, Loan Origination, Credit, SBA, Lines Of Credit, Commercial Banking, Mortgage Lending, Financial Structuring, Asset Based Lending, SBA 504
Education
California State University, Fresno 1973 — 1977
Bachelor's degree, Agriculture, General
Rick Wheeler's Borrego Springs Bank Experience November 1997 - October 2004
Job AVP / SBA Loan Underwriter at Umpqua Bank
Industry Financial Services
Experience
Umpqua Bank June 2015 - Present
OneWest Bank December 2014 - June 2015
Business Loan Capital November 2013 - November 2014
Pacific Premier Bank December 2012 - November 2013
CDC Capital Markets December 2009 - September 2012
Community National Bank/Pacific Western Bank October 2004 - June 2008
Borrego Springs Bank November 1997 - October 2004
Skills
Commercial Lending, Loans, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Commercial Real Estate, Mergers & Acquisitions, Credit, SBA 504, Lines Of Credit, Business Development, Real Estate Economics, Credit Analysis, Loan Origination, Credit Risk, Financial Analysis, Mortgage Lending, Asset Based Lending, Finance, Underwriting, Mortgage Banking, Small Business, Real Estate Financing
Education
University of San Diego
Bachelor of Accountancy, Accounting
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance, General
Umpqua Bank June 2015 - Present
OneWest Bank December 2014 - June 2015
Business Loan Capital November 2013 - November 2014
Pacific Premier Bank December 2012 - November 2013
CDC Capital Markets December 2009 - September 2012
Community National Bank/Pacific Western Bank October 2004 - June 2008
Borrego Springs Bank November 1997 - October 2004
Skills
Commercial Lending, Loans, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Commercial Real Estate, Mergers & Acquisitions, Credit, SBA 504, Lines Of Credit, Business Development, Real Estate Economics, Credit Analysis, Loan Origination, Credit Risk, Financial Analysis, Mortgage Lending, Asset Based Lending, Finance, Underwriting, Mortgage Banking, Small Business, Real Estate Financing
Education
University of San Diego
Bachelor of Accountancy, Accounting
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance, General
Tawni Thompson's Borrego Springs Bank Experience July 2009 - Present
Job SBA Loan Underwriter at Borrego Springs Bank
Industry Banking
Experience
Borrego Springs Bank July 2009 - Present
Excel National Bank March 2007 - January 2009
Temecula Valley Bank September 2003 - March 2007
Skills
Credit, Loans, Underwriting
Education
San Diego State University-California State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.71
Borrego Springs Bank July 2009 - Present
Excel National Bank March 2007 - January 2009
Temecula Valley Bank September 2003 - March 2007
Skills
Credit, Loans, Underwriting
Education
San Diego State University-California State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.71
Gary Brannvall's Borrego Springs Bank Experience November 2003 - June 2013
Job AVP IT Manager San Diego Private Bank
Industry Information Technology and Services
Experience
San Diego Private Bank October 2013 - Present
Borrego Springs Bank November 2003 - June 2013
First National Bank February 1991 - November 2003
Skills
Server 2000-2008, Application Support, Windows support, Hardware Installation, Backup Solutions, DNS management, Symantec Endpoint..., Windows 7 Migration, Server Administration, Laptops, Hardware Support, Group Policy, Software Installation, Windows System..., DHCP, Desktop Administration, Active Directory..., Desktop Deployment, Help Desk Support, Software Deployment, XP, Technical Support
Education
San Diego State University-California State University 1986 — 1990
Bachelor's degree, Computer Science
San Diego Private Bank October 2013 - Present
Borrego Springs Bank November 2003 - June 2013
First National Bank February 1991 - November 2003
Skills
Server 2000-2008, Application Support, Windows support, Hardware Installation, Backup Solutions, DNS management, Symantec Endpoint..., Windows 7 Migration, Server Administration, Laptops, Hardware Support, Group Policy, Software Installation, Windows System..., DHCP, Desktop Administration, Active Directory..., Desktop Deployment, Help Desk Support, Software Deployment, XP, Technical Support
Education
San Diego State University-California State University 1986 — 1990
Bachelor's degree, Computer Science
Denise Maas's Borrego Springs Bank Experience September 2007 - April 2009
Job Cashier/Sales Associate at Office Depot
Industry Business Supplies and Equipment
Experience
Office Depot December 2012 - Present
Borrego Springs Bank September 2007 - April 2009
Skills
Microsoft Office, Management, Customer Satisfaction, Inventory Management, Microsoft Excel, Sales Management, Time Management
Education
Gulf Coast State College 1977 — 1979
Associate's degree, Legal Administrative Assistant/Secretary
Bay High School 1974 — 1976
Office Depot December 2012 - Present
Borrego Springs Bank September 2007 - April 2009
Skills
Microsoft Office, Management, Customer Satisfaction, Inventory Management, Microsoft Excel, Sales Management, Time Management
Education
Gulf Coast State College 1977 — 1979
Associate's degree, Legal Administrative Assistant/Secretary
Bay High School 1974 — 1976