Cal State 9 Credit Union
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Cal State 9 Credit Union Employees
EvergreenDIRECT Credit Union August 2013 - Present
REG May 2005 - August 2013
Ybarra Marketing Solutions November 2004 - December 2008
American River HealthPro Credit Union September 2001 - November 2004
Liberty June 2000 - March 2001
Cal State 9 Credit Union July 1996 - June 2000
March Federal Credit Union July 1992 - June 1996
Orange County Teachers Credit Union 1984 - 1992
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Management, Advertising, Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Event Planning, Online Marketing, Market Research, Teamwork, Public Speaking, Email Marketing
Education
California Baptist University 1993 — 1995
BS, Business Administration
Anaheim High School 1980 — 1982
HS Diploma, Gen. Educ./Journalism
Elnora Brown Manor II December 2010 - Present
HomeStreet Bank February 2008 - December 2010
Jojo's Foster Home October 2006 - December 2010
Cal State 9 Credit Union August 2004 - September 2005
Skills
Typing, Customer Service, Phone Etiquette, Organizational..., Bilingual Communications, Positive Can-do Attitude, Professional Experience
Education
West Los Angeles College 2012 — 2012
Certificate, Pharmacy Technician/Assistant
Healthcare School of Hawaii 2006 — 2006
Certificate, Nursing Assistant/Aide and Patient Care Assistant/Aide
Leeward Community College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Tracey Smith's Balanced Bodywork December 2011 - Present
SkinSpirit Skincare Clinic & Spa June 2010 - November 2011
Cal State 9 Credit Union 2005 - 2007
Wells Farfgo Home Mortgage 2001 - 2004
Skills
Swedish, Deep Tissue Massage, Prenatal Care, Customer Service, Wellness, Fitness, Microsoft Excel, Microsoft Office, Microsoft Word, Chair Massage, Aesthetics, Skin Care, Therapeutic Massage, Reflexology
Education
Mckinnon Institute 2009 — 2010
Certification, Massage
Las Positas College 1999 — 2000
n/a, General
Commar Limited May 2011 - Present
Mosilo Global Services April 2011 - Present
Hewlett-Packard July 2009 - September 2010
FINBANK PLC August 2008 - July 2009
Accounting Advantage September 2006 - August 2008
Cal State 9 Credit Union February 2005 - August 2006
Bank of America January 2001 - September 2005
Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Vendor Management, Management, Business Development, Project Management, New Business Development, Project Planning, Customer Service, Contract Recruitment, Account Management, Strategy, Marketing, Team Leadership, CRM, Negotiation, Management Consulting, Change Management, Leadership, Training, Strategic Planning, Team Management, Sales Management, Business Planning, Team Building, Sales, Start-ups, Business Strategy, Business Analysis
Education
John F. Kennedy University 2006 — 2008
MBA, Strategic Management
California State University-Hayward - School of Business and Economics 2000 — 2003
Bachelor of Science, Business Administration, Emphasis: New Ventures Small Business Management
Ellie Mae March 2015 - Present
Arch Mortgage Insurance Limited February 2014 - September 2014
PMI Mortgage Insurance Co. January 2012 - February 2014
First Republic Bank April 2008 - December 2009
Cal State 9 Credit Union May 2004 - August 2007
Self Employed June 2003 - June 2004
Washtenaw Mortgage September 2002 - February 2003
Bank of the West January 1998 - January 2002
Providian 1993 - 1997
Skills
Loans, Mortgage Lending, Management, Loan Origination, Leadership, Loan Servicing, Customer Service, Underwriting, Banking, Human Resources, Credit, Commercial Lending, Consumer Lending, Credit Analysis, Risk Management, Analysis, Mortgage Banking, Financial Analysis
Education
Diablo Valley College
Desert Schools Federal Credit Union December 2009 - October 2010
PSCU Financial Services May 2007 - May 2008
Countrywide September 2005 - June 2006
IBM January 2005 - August 2005
Cal State 9 Credit Union August 1997 - October 2003
Skills
Troubleshooting, Access, Active Directory, Databases, Help Desk Support, Network Administration, Networking, Security, Servers, System Administration, Technical Support, VPN
Education
University of Phoenix 2000 — 2004
Bachelor's of Science, Information Technology
Safeway July 2011 - Present
Bank of the West July 2007 - June 2011
Inter-Tel 2006 - 2007
Cal State 9 Credit Union 2005 - 2006
Cal State 9 Credit Union 1997 - 2005
Kleinfelder 1995 - 1997
Kiewit Pacific Co. 1995 - 1995
Geospectra Incorporated 1989 - 1995
Skills
Financial Analysis, Management, Business Development, Finance, Microsoft Excel, Marketing, IT Management, Financial Modeling, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Analysis, Customer Service, Variance Analysis, Accounting, Budgets, Risk Management
Education
San Francisco State University 1992 — 1994
BA, Economics
California State University-East Bay 2009 — 2011
MBA, Information Technology Management
Chevron Federal Credit Union August 2009 - Present
Franklin Credit Management July 2008 - March 2009
Cal State 9 Credit Union April 2005 - July 2008
Skills
Mortgage Lending, Loans, Foreclosures, REO, Loan Modifications, Real Estate, Short Sales, Bankruptcy, Financial Risk, Credit, Banking, Home Equity Lines of..., Consumer Lending, Loan Servicing, Team Leadership, Risk Management, Loss Mitigation, Finance, Mortgage Banking, Customer Service, Credit Analysis
Education
Executive Programs, California Real Estate School 2014 — 2014
In progress, Residential Real Estate Sales
Diablo Valley College
Criminal Justice
InVision Communications June 2014 - Present
CSAC Excess Insurance Authority September 2007 - June 2014
Rapidigm, Inc. March 2006 - September 2007
Golden State FCU September 2004 - March 2006
Cal State 9 Credit Union January 2003 - September 2004
Golden 1 Credit Union 2001 - 2002
SAFE Credit Union 1997 - 2001
Skills
Accounting, Finance, Accounts Receivable, Invoicing, Payments, Aging Reports, General Ledger, Fixed Assets, Journal Entries, Budgets, Account Reconciliation, Analysis, Bank Reconciliation, Financial Statements, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Adobe Acrobat, Accounts Payable, Risk Management, Insurance, Banking, Supervisory Skills, Management, Customer Service, Time Management, 10 Key, Sage, Financial Analysis, Financial Reporting
Education
National University 2008 — 2010
Bachelors Degree, Business Administration, Accounting Concentration
Sierra College 2006 — 2008
Associates Degree, Business Administration
Christian Brothers High School 1992 — 1996
High School Diploma, College Preparatory
National Mortgage Insurance Corporation - "National MI" August 2015 - Present
National Mortgage Insurance Corporation - "National MI" September 2014 - Present
Arch Mortgage Insurance Company (formerly CMG MI) January 2012 - September 2014
PMI Mortgage Insurance Co. June 2011 - December 2011
PMI Mortgage Insurance Co. January 2010 - June 2011
Aerotek Professional Services March 2009 - January 2010
Office Team January 2008 - July 2008
Cal State 9 Credit Union June 2005 - July 2007
Cal State 9 Credit Union December 2004 - June 2005
Cal State 9 Credit Union October 2003 - December 2004
Skills
•Proficient in..., •Net typing speed of..., •Award-winning..., Mortgage Lending, Loans, Banking, Access, Credit, PowerPoint, Underwriting, Insurance, Financial Analysis, Risk Management, Accounts Payable, Software Documentation, Process Improvement, Microsoft Office, Call Center, Customer Service, Microsoft Excel, Microsoft Word, Data Entry, Administrative..., Call Centers
Education
diablo valley coll,ege 2004 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Diablo Valley College 2000 — 2008
Associates of Arts Degree, Liberal Arts 2008
Redwood Credit Union August 2012 - Present
Redwood Credit Union June 2009 - July 2012
Redwood Credit Union April 2008 - June 2009
California Preferred Credit Union October 2006 - April 2008
UNCLE Credit Union March 2006 - September 2006
Cal State 9 Credit Union December 1994 - March 2006
Skills
Loans, Consumer Lending, Banking, Credit Unions, Management, Mortgage Lending, Credit, Risk Management, Finance, Sales, Retail Banking, Investments, Financial Analysis, Small Business Lending, Loan Origination
Education
Western CUNA Mgmt School 2000 — 2002
High Honors, CU Leadership
UC Berkeley 1975 — 1979
BA, Political Economy of the Industrial Societies (PEIS)
Monte Vista HS / Danville, CA 1972 — 1975
HS
Women's Expo Management and Modern Bridal Inc. March 2012 - Present
Independent Contractor April 2008 - March 2011
Cal State 9 Credit Union April 2008 - May 2008
Bank of America January 2008 - April 2008
Cal State 9 Credit Union November 2006 - January 2008
Cal State 9 Credit Union April 2006 - October 2006
Cal State 9 Credit Union September 2005 - April 2006
Cal State 9 Credit Union December 2004 - September 2005
Bank of America September 2003 - December 2004
Bank of America July 1999 - September 2003
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Loans, Training, Data Entry, Administration, Credit
Education
California State University-Hayward - School of Business and Economics 2001 — 2004
Bachelor of Science (B.S.), Business Administration
Bank of the West April 2015 - Present
Alan King and Company, Inc. August 2014 - December 2014
Charles Schwab September 2013 - August 2014
San Francisco Fire Credit Union July 2012 - July 2013
San Francisco Fire Credit Union January 2008 - July 2013
Cal State 9 Credit Union 2007 - 2007
Pacific National Bank (acquired by US Bank) 2005 - 2007
Bank of America 1988 - 2005
Skills
Accounting, Strategic Planning, Budgets, Investments, Management, Banking, Finance, Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Managerial Finance, Auditing, Credit, Strategic Financial..., Financial Services, Regulatory Reporting, Executive Management, Loans, Internal Controls, Corporate Finance, Financial Institutions, Process Improvement, Financial Risk, Credit Unions, Mergers & Acquisitions, Mortgage Lending, Consumer Lending, Leadership, Underwriting, Portfolio Management, Tax Preparation, Cash Flow, Analysis, Cash Management, Commercial Lending, Credit Analysis
Education
University of Missouri-Columbia
Accounting
Skadden, Arps, Slate, Meagher & Flom LLP July 2011 - Present
The CLASS Consulting Group January 2009 - January 2012
San Francisco Giants October 2010 - July 2011
Community School of Music and Arts May 2009 - March 2010
Cal State 9 Credit Union December 1997 - November 2007
Skills
HRIS, Recruiting, Human Resources, Employee Relations, Performance Management, Management, Employee Benefits, Policy, Strategic Planning, Payroll, Talent Acquisition, Talent Management, New Hire Orientations
Education
University of San Diego 1985 — 1988
BA, Psychology
Cal State 9 Credit Union Branch ManagerBank of American ForkAugust 1998 - February 2002
Education
Eastern Illinois University
CG Moving Company, Inc. August 2008 - Present
Independent Financial Services Consultant August 2010 - Present
Mujeres Unidas Y Activas August 2011 - May 2012
Cal State 9 Credit Union 2002 - 2008
Skills
Loans, Banking, Real Estate, Short Sales, REO, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Risk Management, Financial Analysis, Consulting, Insurance, Product Control, Financial Instruments, Liquidity Risk, Access, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2015
Digital Excellence Program for Minority Entrepreneurs-Certificate, Executive Education-Digital Strategies
Los Medanos College
Associate of A, Liberal Studies-Social Sciences
San Francisco State University
B.S. Business Administration, Major: Finance Minor: Raza (Latino/Latina) Studies
United States Postal Service February 2014 - Present
Gateway Bank 2007 - September 2013
Cal State 9 Credit Union 2007 - 2007
Berkeley Vacuum Center 1993 - 2007
Skills
Banking, Cash Management, Public Speaking, Microsoft Excel, Risk Management, Sales, Customer Service, Process Improvement, Cash Flow, Team Leadership, Business Planning, Microsoft Office, Budgets, Financial Analysis, Strategic Planning, Accounting, Microsoft Word, Analysis, Team Building, Financial Accounting, Outlook
Education
Solano Community College 1996 — 1997
Computer Science & Psychology
Napa Valley College
Musical Theater
First Metropolitan Credit Union December 2007 - April 2009
Cal State 9 Credit Union February 2007 - November 2007
Cal State 9 Credit Union August 2006 - February 2007
Cal State 9 Credit Union January 2006 - August 2006
Cal State 9 Credit Union January 2005 - January 2006
Education
California State University-East Bay 2003 — 2005
MBA, Finance
Saint Mary's College of California 1996 — 2000
B.S., Biology
Waypoint Homes January 2015 - Present
United States Army Reserve October 2010 - Present
JPMorgan Chase September 2011 - May 2014
The FSC Group October 2009 - January 2011
Network Management Group, Inc July 2007 - September 2009
Cooperative Center Federal Credit Union October 2006 - March 2007
Cal State 9 Credit Union March 2004 - May 2006
Bank One January 2000 - June 2004
Skills
Risk Management, Customer Service, Financial Analysis, Operations Management, Team Building, Microsoft Excel, Strategic Planning, Management, Project Management, Consulting, Process Improvement, Executive Management, Analysis, Team Leadership, Time Management, Social Media, CRM, Banking, Business Strategy, Business Analysis, Credit, Leadership, Finance, Microsoft Office, Loans, Policy, PowerPoint, Microsoft Word, Program Management, Sales, Training, Human Resources
Education
California State University-East Bay 2006 — 2010
Bachelors, Finance and Corporate Management
Lawrence Livermore National Laboratory December 2011 - Present
Siemens February 2009 - July 2011
Patelco Credit Union (formerly Cal State 9 Credit Union) May 2001 - December 2008
Cal State 9 Credit Union May 2001 - May 2003
Skills
Microsoft Exchange, VMware, Servers, Windows Server, Active Directory, Group Policy, Data Center, Network Security, Troubleshooting
Education
California State University-East Bay
Bachelor of Science, Business Administration with Finance Option
Self-employed July 2010 - Present
Cal State 9 Credit Union September 2005 - November 2009
Piedmont Lumber June 2000 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Management, Accounting, Budgets, Microsoft Word, Accounts Receivable, Financial Reporting, Financial Analysis, Tax, Auditing, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Small Business, Finance, Account Reconciliation, PowerPoint, Internal Controls, Payroll, General Ledger, Business Planning, Business Strategy, Financial Statements, Analysis
Education
Mt. San Antonio College 1974 — 1976
Associate of Arts and Sciences (A.A.S.), Accounting and Finance