Charter Bank

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Charter Bank Employees

Employee
Years
Job
Industry
Alyssa Dawson Alyssa Dawson Milwaukee, Wisconsin Details
Alyssa Dawson's Charter Bank Experience August 2009 - June 2012
Job Administrative Coordinator & Department Liaison for the Boys & Girls Clubs of Greater Milwaukee
Industry Nonprofit Organization Management
Experience
Boys & Girls Clubs of Greater Milwaukee  May 2015 - Present
Boys & Girls Clubs of the Greater Chippewa Valley - Mary Markquart Center   September 2014 - April 2015
Marshfield Clinic AmeriCorps & Tribal AmeriCorps Program (TAP)   September 2013 - August 2014
Boys & Girls Club of the Greater Chippewa Valley   June 2012 - August 2013
The Salvation Army  September 2012 - January 2013
Charter Bank   August 2009 - June 2012
Seymour Ball Club   May 2010 - August 2011

Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Student Leadership, Microsoft Word, Higher Education, Microsoft Excel, Social Media, Teamwork, Facebook, Student Development, Event Planning, Critical Thinking, Event Management, Communication Skills, High Organizational..., Multi-tasking..., High level of..., Youth Development, Youth Engagement, Positive Youth..., Youth At Risk, At-risk Populations, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Non-profits..., Non-profit Program..., Social Networking

Education
The University of Wisconsin-Eau Claire   2009 — 2014
Bachelor of Arts (B.A.), Organizational Communication, General

University of Limerick   2013 — 2013
Sociology

Angela Raham Angela Raham Greater Seattle Area Details
Angela Raham's Charter Bank Experience April 2008 - January 2009
Job NCP & AAP, Deposit Operations Supervisor
Industry Banking
Experience
Foundation Bank  October 2012 - Present
Boston Private Bank & Trust Company  May 2012 - October 2012
Charter Bank / Charter Private Bank / Boston Private Bank & Trust Company   January 2009 - May 2012
Charter Bank   April 2008 - January 2009
Charter Bank   April 2007 - April 2008
Charter Bank   August 2006 - April 2007
Charter Bank   December 2003 - August 2006
Charter Bank   August 2003 - December 2003

Skills
Banking, Commercial Banking, ACH, Customer Service, Outlook, Microsoft Office, Software Documentation, Analysis, Program Management, Management, Training, Accounting, Auditing, Financial Analysis, Retail Banking

Education
Cascadia Community College   2009 — 2011
Associates in Business, Business

Laura Bihuniak Kennedy Laura Bihuniak Kennedy United States Details
Laura Bihuniak Kennedy's Charter Bank Experience November 2001 - March 2002
Job Regional Account Manager
Industry Financial Services
Experience
Reverse Mortgage Funding LLC  April 2015 - Present
Reverse Mortgage Solutions, Inc.   November 2014 - April 2015
Generation Mortgage Co.  October 2012 - October 2014
Genworth Financial Home Equity Access (GFHEA)   August 2011 - October 2012
Financial Freedom, a Subsidiary of OneWest Bank / IndyMac Bank   May 2005 - May 2011
Indymac Bank  2005 - 2007
Cendant / PHH Mortgage   March 2002 - May 2005
Charter Bank   November 2001 - March 2002
BMC Software  June 1999 - August 2001
Computer Associates  July 1997 - June 1999

Skills
Reverse Mortgages, Underwriting, Loan Origination, Mortgage Lending, FHA, Banking, Training, Loans, Credit, Financial Services, Finance, Insurance, Mortgage Banking, Refinance, Financial Analysis, Real Estate, Residential Mortgages, Account Management, Business Development, CRM, Funding, Leadership, Sales

Education
Hofstra University   1986 — 1990
BBA, Accounting

Capstone Mortgage Institute
Mortgage

University of Georgia - Terry College of Business
Financial Planning and Services

Ross Wittry Ross Wittry Des Moines, Iowa Area Details
Ross Wittry's Charter Bank Experience March 2010 - Present
Job Loan Officer at Charter Bank
Industry Banking
Experience
Charter Bank   March 2010 - Present
First American Bank  December 2007 - September 2009
Carroll County State Bank  May 2007 - August 2007

Skills
Real Estate Lending, Consumer Lending, Compliance, HMDA, Management, Personal Banking, Teller Operations, Cross Selling, Customer Service

Education
Iowa State University - College of Business   2007 — 2009
Bachelor's degree, Finance

Des Moines Community College   2005 — 2007
Bachelor of Science (BS), Business

Kuemper Catholic

Avery Ainsworth Avery Ainsworth Albuquerque, New Mexico Area Details
Avery Ainsworth's Charter Bank Experience June 1998 - October 2011
Job Owner at Electronic Graffiti Re/Design, LLC
Industry Information Services
Experience
Electronic Graffiti Re/Design, LLC   November 2011 - Present
Charter Bank   June 1998 - October 2011
Alltel Information Services  October 1996 - May 1998
Charter Bank   March 1993 - November 1995

Skills
Microsoft Office, Customer Service, Wordpress, Blogger, Hotmetal Pro, PhotoImpact, Nucleus, ZenCart, InDesign, Photoshop, Microsoft Word, Wordperfect

Education
Boston University
Fine Arts

Melissa Ceasar Melissa Ceasar Ocean Springs, Mississippi Details
Melissa Ceasar's Charter Bank Experience August 2015 - Present
Job Financial Center Operations Manager and Tree Farmer
Industry Banking
Experience
Charter Bank   August 2015 - Present
Charter Bank   July 2013 - Present
Peeler Farms   January 2007 - Present
MW2 - Oxford   August 2006 - December 2006
Yoknapatawpha Arts Council  February 2006 - May 2006

Skills
Microsoft Office, Microsoft Excel, Marketing Strategy, Strategic Planning, Sales Management, Customer Service, Project Management, Negotiation, PowerPoint, Microsoft Word, Marketing, Notary Public

Education
Mississippi College   2008 — 2011
Master of Business Administration (M.B.A.), Business Administration, General

University of Mississippi   2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing Communications

Ocean springs high school

Priscilla Vasquez Priscilla Vasquez Corpus Christi, Texas Area Details
Priscilla Vasquez's Charter Bank Experience October 2004 - March 2007
Job Payroll Coordinator/Payables Specialist
Industry Accounting
Experience
Holiday Inn Express & Suites  May 2014 - Present
Ear, Nose, & Throat Associates of Corpus Christi   August 2011 - January 2012
Ear, Nose, & Throat Associates   August 2011 - January 2012
Airgas  February 2009 - August 2011
Airgas-Southwest  February 2009 - August 2011
Atlantic Aviation  June 2008 - October 2008
NavyArmy FCU   March 2007 - March 2008
Charter Bank   October 2004 - March 2007

Skills
General Ledger, Fixed Assets, Financial Reporting, Accruals, Microsoft Office, Account Reconciliation, Data Entry, Invoicing, Management, Spreadsheets, Inventory Management, Financial Analysis, Budgets, Bookkeeping, Software Documentation, Analysis, Bank Reconciliation, Accounting

Education
Del Mar College   2009 — 2014
Accounting

Del Mar College
Business Administration

Barbara Rosales Barbara Rosales Albuquerque, New Mexico Details
Barbara Rosales's Charter Bank Experience August 1985 - February 2010
Job Mortgage Banker at BOK Financial
Industry Banking
Experience
BOK Financial  February 2010 - Present
Charter Bank   August 1985 - February 2010

Skills
Mortgage Lending, Credit, Loan Origination, Banking, Credit Analysis

Education
New Mexico State University   1978 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General

Susan Acker Susan Acker Douglasville, Georgia Details
Susan Acker's Charter Bank Experience October 2001 - November 2002
Job Early Childhood Education Teacher and Tutor
Industry Primary/Secondary Education
Experience
Paulding County Schools  August 2014 - Present
Ga Lottery Funded PreK   August 2012 - July 2014
Cobb and Paulding County School District   March 2012 - May 2012
Paulding County Schools  February 2006 - August 2007
Home Depot At Home Services  December 2002 - March 2004
Charter Bank   October 2001 - November 2002

Skills
Elementary Education, Team Leadership, Great People Skills, Computer Literate, Volunteer Engagement, Working With Children, Collaborative Problem..., Money Handling, Eye For Detail, House Cleaning, middle grades math,..., Office Administration, Tutoring, Early Childhood..., Volunteering, Teaching

Education
Kennesaw State University   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Early Childhood Education and Teaching, P-5

Paulding County High   1985 — 1987

Ray Vitulli Ray Vitulli Houston, Texas Details
Ray Vitulli's Charter Bank Experience May 1990 - March 1996
Job President at Allegiance Bank
Industry Banking
Experience
Allegiance Bank Texas  September 2007 - Present
Sterling Bank  March 1996 - September 2007
Charter Bank   May 1990 - March 1996

Education
The University of Texas at Austin   1986 — 1990
Bachelor of Business Administration (BBA), Finance

Paulette Edicola Paulette Edicola Mundelein, Illinois Details
Paulette Edicola's Charter Bank Experience January 1991 - August 1995
Job Home Economics
Industry Education Management
Experience
Charter Bank   January 1991 - August 1995

Skills
Marketing, Coaching, Strategic Planning, Public Speaking, Customer Service, Team Building, Mortgage Lending, Sales Management, Financial Analysis, Management

Education
Meredith College
Bachelor of Science (B.S.), Home Economics

Kristen Thomé Kristen Thomé Albuquerque, New Mexico Area Details
Kristen Thomé's Charter Bank Experience March 2008 - November 2011
Job Mortgage Loan Processor at Bank of Albuquerque
Industry Executive Office
Experience
Bank of Albuquerque  December 2012 - Present
Bank of Albuquerque  March 2012 - December 2012
Charter Bank   March 2008 - November 2011
Self-Employed Film Production   September 2005 - March 2008
Commercial Investment Group   July 2004 - September 2005
McKee Wallwork Henderson Advertising   May 2002 - July 2004

Skills
Strategic Planning, Office Management, Budgets, New Business Development, Accounts Payable, Customer Service, Microsoft Office, Payroll, Process Scheduler, Outlook, Banking

Education
University of North Texas   1986 — 1991
Bachelor of Science, Journalism/Advertising

Diamond Williams Diamond Williams Lagrange, Georgia Details
Diamond Williams's Charter Bank Experience January 2014 - Present
Job Teller at Charter Bank
Industry Banking
Experience
CharterBank  February 2014 - Present
Charter Bank   January 2014 - Present
ServiceMaster  April 2013 - Present
Wells Fargo  June 2010 - April 2014

Skills
Banking, Loans, Credit, Consumer Lending, Commercial Banking, Credit Analysis, Retail Banking, Small Business Lending, Commercial Lending, Teller Operations, Financial Analysis, Underwriting, Financial Risk, Portfolio Management, Accounting, Risk Management, Financial Reporting, Customer Service, Account Reconciliation, Budgets

Education
Atlanta Technical College   2011 — 2013
Cosmetology/Cosmetologist, General

Andrew College   2004 — 2006
Associate's degree, Dental Assisting/Assistant

Terri Verrette Terri Verrette Albuquerque, New Mexico Area Details
Terri Verrette's Charter Bank Experience July 2008 - March 2011
Job Business Manager at Rose L Brand & Associates, P.C.
Industry Banking
Experience
Rose Little Brand & Associates, P.C.   November 2012 - Present
Bumble Beads   March 2010 - Present
Rose Little Brand & Associates, PC   April 2011 - October 2012
Charter Bank   July 2008 - March 2011
America's Family   August 2006 - May 2008

Skills
Credit, Credit Analysis, Loans, Banking, Financial Risk, Mortgage Lending, Management, Small Business...

Education
University of Arkansas   1981 — 1985
BSBA, Business Administration

Arnie Gunderson Arnie Gunderson Greater Seattle Area Details
Arnie Gunderson's Charter Bank Experience January 2007 - March 2008
Job Senior Vice President at Craft3
Industry Banking
Experience
Craft3  June 2011 - Present
Arnie Gunderson, Consulting   2010 - 2011
Charter Bank in Bellevue. WA   March 2008 - October 2010
Charter Bank   January 2007 - March 2008
BECU  2003 - 2007
Shoreline Bank  July 1999 - November 2002
Viking Bank  March 1997 - July 1999
Key Bank  September 1986 - March 1997

Skills
SBA, Risk Management, Credit, Commercial Banking, Loans, Mergers & Acquisitions, Financial Analysis, Small Business Lending, Commercial Lending, Credit Analysis, Asset Based Lending, Banking, Financial Structuring, Credit Risk, Mortgage Lending, Due Diligence, Strategic Planning, Executive Management, Underwriting, Portfolio Management, Treasury Management, Consumer Lending

Education
Pacific Coast Bankers School   1996 — 1998
Certificate, Banking

Liszt Ferenc Zenemûvészeti Egyetem   1985 — 1986
Certificate, Oboe performance

Western Washington University   1979 — 1984
BMus, History and Literature

Lauren Spaggiari Lauren Spaggiari Lagrange, Georgia Details
Lauren Spaggiari's Charter Bank Experience May 2014 - Present
Job Teller at Charter Bank
Industry Banking
Experience
Charter Bank   May 2014 - Present
Expense Reduction Analysts  January 2014 - May 2014
JC Penney  May 2010 - December 2013
Callaway Gardens  May 2013 - August 2013
CVS Pharmacy  January 2012 - December 2012

Skills
Customer Service, Data Entry, PowerPoint, Microsoft Office, Teamwork, Leadership, Microsoft Word, Microsoft Excel, Time Management, Outlook, Management, Event Planning, Cashiering, Retail, Visual Merchandising, Inventory Management, Retail Sales, Social Networking, Sales, Public Speaking, Research, Teaching, Merchandising, Accounting, Analysis, Budgets, Financial Analysis, Training, Finance, Fundraising, Banking, Social Media, Event Management, QuickBooks, Spreadsheets, Access, Cash Flow, Public Relations

Education
LaGrange College   2010 — 2014
Bachelor's Degree, B.S. in Business and a concentration in Entrepreneurship and Accounting

Harvey Secor, CMB Harvey Secor, CMB Greater Denver Area Details
Harvey Secor, CMB's Charter Bank Experience 2007 - 2010
Job Senior Mortgage Loan Officer at Wintrust Mortgage
Industry Banking
Experience
Wintrust Mortgage  August 2015 - Present
Westerra Credit Union  November 2014 - July 2015
Security National Mortgage  July 2013 - November 2014
US Bank Home Mortgage  October 2011 - July 2013
EverBank  May 2010 - October 2011
Charter Bank   2007 - 2010
New Mexico Mortgage Lenders Association   1998 - 2010
Aurora Loan Services  2007 - 2007
Eagle Home Mortgage  2005 - 2007
RBC Mortgage  2003 - 2005

Skills
Mortgage Banking, Underwriting, Mortgage Lending, FHA, Loans, Loan Origination, Financial Risk, Credit, USDA, Refinance, Credit Analysis, Financial Services, Residential Mortgages, Investment Properties, Risk Management, Real Estate, Consumer Lending, Credit Risk, FHA financing, Commercial Mortgages, VA loans, Sales, Mortgage Underwriting, Reverse Mortgages, Mortgage Servicing, Banking, Executive Management, Funding, Commercial Lending, Government Loans, First Time Home Buyers

Education
The University of New Mexico   1980 — 1985
Liberal Arts

Boulder High   1975 — 1978

Kristy Atwater Kristy Atwater Greater St. Louis Area Details
Kristy Atwater's Charter Bank Experience April 1996 - December 1997
Job Accounting Manager at St. Louis Blues
Industry Sports
Experience
St. Louis Blues  May 2008 - Present
Peoria Rivermen  March 2010 - December 2013
McKendree University  December 2005 - December 2009
McKendree College  October 2005 - December 2005
Marka Nursing Home   October 2004 - October 2005
United States Army Reserve  January 1993 - June 2005
Pinckneyville Health Care Center   August 2002 - October 2004
Southern Illinois University  January 2001 - May 2002
Charter Bank   April 1996 - December 1997
Casey's General Store  August 1993 - December 1996

Skills
Accounts Payable, Microsoft Word, Invoicing, Financial Statements, Microsoft Excel, Forecasting, Finance, Payroll, Accounting, Budgets, PowerPoint, Human Resources, Account Reconciliation, Accounts Receivable, Financial Reporting, Microsoft Office, Auditing, Training, Management, Financial Analysis, General Ledger, Insurance, QuickBooks, Administration, Journal Entries

Education
Southern Illinois University, Carbondale   2000 — 2004
Bachelor of Science (B.S.), Accounting

Susan Millspaugh Susan Millspaugh Albuquerque, New Mexico Area Details
Susan Millspaugh's Charter Bank Experience 2005 - 2010
Job Head of Production NM and Dir of Marketing First Mortgage Company
Industry Banking
Experience
First Mortgage Company  September 2013 - Present
Bank of Albuquerque  February 2010 - September 2013
Charter Bank   2005 - 2010
APAC Customer Services  1999 - 2005
Faneuil Inc  March 1997 - 1999
Discover Card  1985 - 1997

Skills
Customer Relations, Strategic Planning, Negotiation, Sales Management, Marketing Strategy, Contract Negotiation, Budgeting, Team Building, Business Strategy, Team Leadership, Advertising, Problem Solving, New Business Development, Online Marketing, Account Management, Change Management, Social Media Marketing, Social Media, B2B, Strategy Development, P&L responsibility, Budget Management, Competitive Analysis, Leadership Development, Business Planning

Education
Lake Forest Graduate School of Management   1989 — 1991
MBA, Marketing

Northwestern University   1982 — 1986
bs, business

John J.J. Darnell John J.J. Darnell Albuquerque, New Mexico Area Details
John J.J. Darnell's Charter Bank Experience 1989 - 1993
Job Underwriting Manager SW Region
Industry Financial Services
Experience
Pinnacle Capital Mortgage  July 2012 - Present
Hancock Mortgage Partners, LLC  February 2012 - July 2012
MetLife Home Loans  July 2011 - March 2012
Century Bank  September 2009 - June 2011
Superior Mortgage Services, LLC   November 2008 - August 2009
Countrywide Home Loans  February 1998 - October 2008
EquiCredit Corporation  January 1995 - January 1998
Countrywide Home Loans Inc  January 1994 - January 1995
Charter Bank   1989 - 1993

Skills
New Business Development, Outstanding Customer..., FHA, VA, Conventional, Mortgage Lending, Credit Analysis, USDA Rural Housing, Jumbo Mortgage, Operations Management, Process Improvement

Education
Albuquerque TV-I (CNM)   1996 — 1997
Real Estate

The University of New Mexico   1989 — 1991
Business

Bonnie Snider Bonnie Snider Albuquerque, New Mexico Area Details
Bonnie Snider's Charter Bank Experience January 2008 - April 2010
Job Home Loan Processor at Wells Fargo
Industry Real Estate
Experience
Wells Fargo Home Mortgage  September 2011 - Present
Central New Mexico Community College  August 2009 - August 2011
Adecco Staffing/Bank of Albuquerque   August 2010 - February 2011
Charter Bank   January 2008 - April 2010
Excel Staffing/Charter Mortgage   October 2007 - January 2008
Wild Oats Market  September 2006 - July 2007
Concept One  March 2005 - January 2006
Citadel Communications  May 2001 - October 2001
New Wave Broadcasting  June 1998 - March 2001

Skills
Customer Service, Microsoft Office, Data Entry, Outlook, Excel, Word, PowerPoint, Social Media, Writing, Microsoft Word, Telephone Skills, Microsoft Excel, Invoicing, Research, Sales, Insurance, Mortgage Lending, Time Management, Training, Loans, Event Planning, Social Networking, FHA, Mortgage Banking, Investment Properties, Refinance

Education
Central New Mexico Community College   2009 — 2011
Associate of Arts, Liberal Arts, 3.75

Dan Michaelis Dan Michaelis Greater Boston Area Details
Dan Michaelis's Charter Bank Experience July 1999 - December 2000
Job I.T. Officer at Marlborough Savings Bank
Industry Information Technology and Services
Experience
Marlborough Savings Bank  February 2011 - Present
Roman Catholic Archdiocese of Boston  2005 - Present
Roman Catholic Archdiocese of Boston  November 2005 - February 2011
Roman Catholic Archdiocese of Boston  November 2005 - June 2008
KIANACO   September 2002 - November 2005
JOHN HANCOCK FINANCIAL SERVICES  December 2000 - June 2002
CHARTER BANK   July 1999 - December 2000
OPTIMA SHIPPING WORLDWIDE   April 1996 - December 1999
VANSTAR CORP   June 1998 - July 1999
Chart Bank  1997 - 1999

Skills
Windows Server, vSphere, Disaster Recovery, Virtualization, VMware, Security, Data Center, Servers, Active Directory, Business Continuity, SAN, Storage, VMware ESX, EMC Storage, Citrix, System Administration, VMware Infrastructure, Dell PowerEdge Servers, Project Management, VPN, Integration, Information Technology, Switches, Program Management, Enterprise Software, Cloud Computing, Hardware, Group Policy, High Availability, Firewalls, Hyper-V, IT Management, Microsoft Technologies, Backup Solutions, IT Operations, System Deployment, Software Documentation, Software Installation, TCP/IP, Storage Area Networks, WAN, Networking, Infrastructure, DNS, NetApp, Microsoft Exchange, Backup Exec, Technical Support, Windows 7, Network Architecture

Education
Eastern Nazarene College   2009 — 2012
Bachelor of Arts (B.A.), Business Management, 3.95

Eastern Nazarene College   2007 — 2011
BA, Business Management

Moody Bible Institute   1984 — 1985
Aviation

Bridgewater State University   1983 — 1984

Biola University   1981 — 1982
Liberal Arts

Jason Pfaff Jason Pfaff Richmond, Virginia Area Details
Jason Pfaff's Charter Bank Experience September 2010 - August 2011
Job Sr IT Consultant / Sr Business Analyst
Industry Information Technology and Services
Experience
CGI Federal  January 2012 - Present
CHARTER BANK   September 2010 - August 2011
BANK OF AMERICA  April 2010 - June 2010
CADMUS GLOBAL PACKAGING SOLUTIONS   July 2009 - April 2010
SARGENT ART   May 2008 - October 2008
VOLUNTEER EXPERIENCE  August 2008 - August 2008
WACHOVIA BANK  August 2006 - May 2008
MERGENT INC  March 2003 - July 2006

Skills
Accounting, Financial Analysis, Change Leadership, Financial Reporting, General Ledger, Business Strategy, Competitive Analysis, P&L, Training, Business Analysis, Leadership, Business Process..., Account Reconciliation, Strategy, SAP, Finance, Income Statement, Executive Management, Change Management, Budgets, Business Process, Data Analysis, Analysis, Managerial Finance, Management, ERP, Payroll, GAAP, Customer Service, Risk Management, Financial Accounting, Project Management, Process Improvement, Microsoft Office, Banking, Business Development, Business Planning, Cash Management, Consulting, Forecasting, Internal Audit, Internal Controls, Management Consulting, Policy, Strategic Planning

Education
University of Phoenix   2004 — 2008
Bachelors of Science degree, Business Management

King's College of Charlotte   2000 — 2002
Associates of Science degree, Computer Programming and Specialization

Rose Angela Gronda Rose Angela Gronda Greater Detroit Area Details
Rose Angela Gronda's Charter Bank Experience 1994 - 2002
Job Vice President Commercial Loan Officer at Monroe Bank & Trust
Industry Banking
Experience
Monroe Bank & Trust  April 2003 - Present
Charter Bank   1994 - 2002

Skills
Banking, Financial Analysis, Credit, Budgets, Credit Analysis, Financial Reporting, Accounting, Account Reconciliation, Loans, Microsoft Excel, General Ledger, Microsoft Word, Treasury Management, Cash Management, Commercial Lending, Finance, Small Business Lending

Education
University of Michigan-Dearborn   1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting

Wyandotte Roosevelt High School   1981 — 1985

Rachael (Shanks) McLean Rachael (Shanks) McLean Snohomish, Washington Details
Rachael (Shanks) McLean's Charter Bank Experience July 2008 - February 2010
Job Personal Banker
Industry Banking
Experience
McLean Household   February 2010 - Present
Charter Bank   July 2008 - February 2010
First Mutual Bank/Washington Federal Savings and Loan Bank   April 2008 - June 2008
Access Staffing  December 2007 - March 2008
US Bank  January 2007 - December 2007
Bank of America  November 2004 - December 2006

Skills
Banking, Customer Service, Management, Recruiting, Sales, Auditing, Training, Cross Selling, Microsoft Office, Branch Banking, Deposits, Telephone Skills, Retail Banking, Branch Management, Cash Management, Relationship Management, Teller Operations, Private Banking, Personal Banking, Coaching

Education
Clark College   2004 — 2004

Mountain View High School   2003 — 2004

Meadowdale High School   1999 — 2002

Jennifer Guthrie Jennifer Guthrie Albuquerque, New Mexico Area Details
Jennifer Guthrie's Charter Bank Experience June 2007 - August 2007
Job Team Assistant and Operations Services at KPMG
Industry Marketing and Advertising
Experience
KPMG  February 2012 - Present
David's Bridal  August 2011 - January 2012
Jennifer Greenberg Motorsports   January 2004 - January 2011
Jennifer Greenberg Motorsports   January 2004 - January 2011
Charter Bank   June 2007 - August 2007

Skills
Microsoft Word, Management, Marketing, Social Media, Online Marketing, Microsoft Office, Customer Service, Project Management, Sponsorship, Analysis, Public Relations, Advertising, Teamwork, New Business Development, Team Building, Public Speaking, Online Advertising, Leadership, Budgets, Social Media Marketing, Product Development, Training, Strategic Planning, Marketing Strategy

Education
The University of New Mexico   2007 — 2011
BBA, Marketing Major, History Minor

Sandia Preparatory School

Zoe Enright Zoe Enright Albuquerque, New Mexico Area Details
Zoe Enright's Charter Bank Experience 2011 - 2011
Job Mortgage Sales Manager at US Bank Home Mortgage
Industry Banking
Experience
U.S. Bank   January 2014 - Present
V.I.P. Mortgage Inc.   July 2013 - December 2013
U.S. Bank   April 2012 - June 2013
Enright McFall Mortgage Group, LLC   May 2005 - April 2012
Charter Bank   2011 - 2011
Greene & Greene Mortgage Co., Inc.   February 2000 - May 2005
First American Title Co.  May 1998 - February 2000
Metro 100   1997 - 1998

Skills
Mortgage, Loans, Escrow, Investment Properties, Mortgage Banking, FHA, Refinance, Loan Origination, USDA, Residential Mortgages, FHA financing, VA loans, Construction Loans, Reverse Mortgages, Certified Mortgage..., Underwriting, Credit, Real Estate, Foreclosures, Commercial Lending, REO, Real Estate Transactions, Short Sales, Credit Analysis, Government Loans, Mortgage Lending, Consumer Lending, Negotiation, Mortgage Underwriting

Education
New Mexico State University   1993 — 1997
Political Science

Valley High School   1989 — 1993

Ross Wittry Ross Wittry West Des Moines, Iowa Details
Ross Wittry's Charter Bank Experience March 2010 - Present
Job Loan Officer at Charter Bank
Industry Banking
Experience
Charter Bank   March 2010 - Present
First American Bank  December 2007 - September 2009
Carroll County State Bank  May 2007 - August 2007

Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Banking, Credit Analysis, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Small Business Lending, Credit Risk, Financial Analysis, Commercial Mortgages, Finance, Mortgage Servicing, Risk Management, Compliance, HMDA, Real Estate Lending

Education
Iowa State University - College of Business   2007 — 2009
Bachelor's degree, Finance

DMACC   2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General

Mi Kyong Kim Mi Kyong Kim Albuquerque, New Mexico Area Details
Mi Kyong Kim's Charter Bank Experience 1986 - 1991
Job Mortgage Banking Officer
Industry Banking
Experience
Bank of Albuquerque  September 2015 - Present
BBVA Compass  September 2010 - September 2015
Wells Fargo Home Mortgage  December 1999 - August 2010
Charter Bank   1986 - 1991

Skills
First Time Home Buyers, Professional Loan..., FHA financing, VA Financing, VA loans, Loan Origination, Investments, Credit, Mortgage Lending, Mortgage Banking, USDA, Refinance, Consumer Lending, Residential Mortgages, Government Loans, Investment Properties, Real Estate Transactions, Commercial Mortgages, Real Estate, FHA, Construction Loans, Commercial Lending, Investors, Loans, Banking, Reverse Mortgages, Short Sales, Finance, FHA Financing, VA Loans

Education
Western States School of Banking Robert O Anderson   1998 — 1999
Associate's degree, Banking

The University of New Mexico - Robert O. Anderson School of Management   1977 — 1981
BBA, Marketing/Economics/Accounting

Paul Born (832.286.2202) Paul Born (832.286.2202) Houston, Texas Area Details
Paul Born (832.286.2202)'s Charter Bank Experience June 1992 - August 1996
Job Loan /officer at Home Community Mortgage
Industry Financial Services
Experience
Nations Reliable Lending  May 2011 - October 2013
SEEKING OPPORTUNITIES  October 2012 - November 2012
Top Flite Financial  November 2011 - November 2012
Network Funding  March 2010 - February 2011
Tilson Home Corp.   1995 - 2000
Charter Bank   June 1992 - August 1996
First city bank  1990 - 1995
bank of the Southwest  1980 - 1985
hibernia Natiuonal Bank   1978 - 1980

Skills
Loans, Refinance, Banking, Treasury Management, Finance, Business Development, Investment Properties, Underwriting, Commercial Real Estate, Sales, REO, Foreclosures, Short Sales, FHA, Real Estate, Marketing, Cash Flow, Residential Homes, Mortgage Lending, Loan Origination, First Time Home Buyers, Single Family Homes

Education
The University of Texas at Austin   1974 — 1978
bba, finance

The University of Texas at Austin   1973 — 1978
BBA, finance

Robert Dalgo Robert Dalgo Pascagoula, Mississippi Details
Robert Dalgo's Charter Bank Experience 2009 - Present
Job Owner Crown Dodge Chrysler Jeep Ram
Industry Automotive
Experience
Crown Dodge Chrysler Jeep   1983 - Present
Charter Bank   2009 - Present
Mississippi Automobile Dealers Association   2008 - Present
Ocean Springs Athletic Foundation   2002 - Present
City of Ocean Springs  2000 - 2012
Chrysler  2007 - 2011
Chrysler  2002 - 2009

Skills
Advertising, Process Improvement, Parts, Team Leadership, Team Building, Marketing Communications, Competitive Analysis, Dealers, Strategic Planning, New Business Development, Automobile, Web Marketing, Business Strategy, Financial Analysis, Sales Management, Sales, Negotiation, Change Management

Education
University of South Alabama   1983 — 1987
BS, Marketing

Brad Grayson Brad Grayson Biloxi, Mississippi Area Details
Brad Grayson's Charter Bank Experience August 2013 - Present
Job Financial Center Manager / Loan Officer at Charter Bank
Industry Banking
Experience
Charter Bank   August 2013 - Present
Enterprise Rent-A-Car  January 2006 - August 2013

Education
University of Mississippi   2001 — 2005
Managerial Finance

Jaquelin Becerra Jaquelin Becerra Los Gatos, California Details
Jaquelin Becerra's Charter Bank Experience 2011 - 2011
Job Senior RM Team Support at First Republic Bank
Industry Banking
Experience
First Republic Bank  June 2013 - Present
First Republic Bank  August 2011 - June 2013
Charter Bank   2011 - 2011
Silicon Valley Bank  May 2008 - July 2010
Silicon Valley Bank  May 2006 - August 2008

Skills
Loans, Banking, Credit, Risk Management, Finance, Financial Analysis, Portfolio Management, Analysis, Financial Risk, Commercial Banking, Cash Management, Investments, Management, Retail Banking, Underwriting

Education
University of San Francisco - School of Management   2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

University of San Francisco - School of Management   2014 — 2016
Masters of Financial Analysis

Pacific Union College
Bachelor's of Science, Business Management, General, 3.50

Kritesh Patel Kritesh Patel San Francisco, California Details
Kritesh Patel's Charter Bank Experience May 2011 - July 2011
Job Market Development Manager at KimberlyClark
Industry Consumer Goods
Experience
Kimberly-Clark  May 2014 - Present
Kimberly-Clark  June 2012 - May 2014
Charter Bank   May 2011 - July 2011

Skills
Microsoft Excel, Budgets, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Access, Financial Reporting, Data Analysis, Teamwork, Customer Service, Research, Outlook, Spanish, Forecasting, Financial Accounting, Finance, Sales

Education
University of Georgia - Terry College of Business   2008 — 2012
BS, Banking and Finance

Mackenzie Ordorica, PHR Mackenzie Ordorica, PHR Albuquerque, New Mexico Area Details
Mackenzie Ordorica, PHR's Charter Bank Experience 2007 - 2008
Job Consultant Workday Practice at IBM
Industry Management Consulting
Experience
IBM  January 2014 - Present
QinetiQ North America  January 2009 - December 2013
Charter Bank   2007 - 2008

Skills
Training & Development, Workday HCM, Spanish, Marketing Communications, HRIS, Close Attention to..., Organization, Microsoft Office, Compliance, Employee Training, Training, Onboarding, Workday, Leadership, Human Resources, Social Media, Policy, Public Relations, New Hire Orientations

Education
The University of New Mexico - Robert O. Anderson School of Management   2008 — 2010
MBA, Policy and Planning

New Mexico State University   2004 — 2008
BBA, BS, Management, Spanish

Kim Roseborough Kim Roseborough Greater Seattle Area Details
Kim Roseborough's Charter Bank Experience August 2007 - May 2009
Job Sr. Internal Auditor at Russell Investments
Industry Banking
Experience
Russell Investments  November 2014 - Present
BECU  June 2011 - November 2014
Seattle Bank  June 2009 - April 2011
Charter Bank   August 2007 - May 2009
Applied Motion Systems   April 2007 - August 2007
People's Community Credit Union  February 2006 - April 2007
Mt. McKinley Bank  April 2000 - April 2005

Skills
Accounting, Auditing, Internal Controls, General Ledger, Accounts Receivable, Accounts Payable, Journal Entries, Banking, Financial Analysis, Risk Management, Financial Reporting, Microsoft Office, Process Improvement, Management, Account Reconciliation, Internal Audit

Education
The Evergreen State College   1995 — 1998
BS, Environmental Science

Centralia Community College   1993 — 1995
AA, General

Sheryl Arndt Sheryl Arndt Albuquerque, New Mexico Area Details
Sheryl Arndt's Charter Bank Experience 2009 - 2010
Job Loan Officer at US Bank Home Mortgages
Industry Banking
Experience
U.S. Bank   April 2015 - Present
Fidelity Investments  January 2014 - March 2015
Springboard  February 2012 - January 2014
SendOutCards  2006 - 2013
SL Start and Associates  2011 - 2011
New Mexico State University  2010 - 2011
Charter Bank   2009 - 2010
Charter Bank   2009 - 2009
Synerprises LLC   2004 - 2009
Premier 1st Choice Mortgage   2007 - 2008

Skills
Customer Service, Coaching, Leadership, Marketing, Windows, Small Business, Sales, Real Estate, Team Building, Negotiation, Mortgage Lending, Case Managment, Healthcare, Facebook, Retirement, Strategic Planning, Public Speaking, SEO, Entrepreneurship, Marketing Strategy, Online Marketing, Nonprofits, Public Relations, Social Media Marketing, Event Planning, New Business Development, Fundraising, Social Networking, Social Media, Business Development, Program Management, Leadership Development, Loans, Time Management, Advertising, Training, Management, Investment Properties, Networking, CRM, Insurance, Email Marketing, Finance, Start-ups, Investments, Refinance, Short Sales, Performance Management, Employee Training, Recruiting

Education
Michigan State University   1990 — 1994
Bachelor of Arts, Psychology and Criminal Justice

Grand Ledge High School   1987 — 1990
High School Diploma

La Fonda Williams La Fonda Williams Greater Seattle Area Details
La Fonda Williams's Charter Bank Experience March 2004 - June 2005
Job Senior Training Specialist at D&H
Industry Computer Software
Experience
D+H  June 2005 - Present
Charter Bank   March 2004 - June 2005
Bank of America  April 1993 - March 2004

Skills
Loans, Banking, Project Management, Process Improvement, SharePoint, Lending Solutions, Team Building, ADDIE, Financial Risk, Credit, Leadership, Business Process..., Analysis, Public Speaking, Software Documentation, Windows, Internet Research, Microsoft word, Microsoft Excel, PowerPoint, Performance Management, Business Analysis, Instructional Design, Microsoft Word, Organizational..., Training, Commercial Lending, Human Resources, Management, Program Management, Risk Management, Leadership Development, Online Research, Instructor-led Training, Employee Relations

Education
Thomas Edison State College   2012 — 2017
Currently Enrolled, Business/Commerce/Finance

Pasco High School

Susan Mounts, SPHR Susan Mounts, SPHR Tempe, Arizona Details
Susan Mounts, SPHR's Charter Bank Experience 1990 - 1995
Job Director of Human Resources at Joined Alloys
Industry Events Services
Experience
Joined Alloys  July 2015 - Present
Pride Group LLC  June 2014 - April 2015
Premier Precision Group  May 2013 - June 2014
Covidien  September 2012 - May 2013
Independent Consulting  February 2012 - September 2012
Evans Newton, Inc.   April 2008 - February 2012
Concord Mortgage Group  December 2006 - May 2007
Shasta Industries  August 2000 - March 2003
Charter Bank   1990 - 1995

Skills
Recruiting, Employee Relations, Talent Acquisition, Human Resources, Benefits Administration, Onboarding, Performance Management

Education
Colorado State University
Business Administration and Management, General

Stuart Linscott Stuart Linscott Seattle, Washington Details
Stuart Linscott's Charter Bank Experience March 2006 - March 2009
Job Experienced Banker and Community Leader
Industry Banking
Experience
Washington Trust Bank  November 2013 - Present
ArtsEd Washington   June 2013 - Present
Friends of Issaquah Salmon Hatchery   May 2013 - Present
Leadership Eastside  August 2008 - August 2014
Umpqua Bank  March 2009 - November 2013
Issaquah Citizen Corps Council   September 2008 - December 2011
Charter Bank   March 2006 - March 2009
US Bank  August 1999 - March 2006

Skills
Nonprofits, Credit, Banking, Loans, Finance, Leadership, Management, Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Program Management, Team Leadership, Financial Analysis, Asset Based Lending, Project Management, Cash Flow Lending, Leadership Development, Lines Of Credit, SBA, Budgets, Strategic Planning

Education
Pacific Coast Banking School   2014 — 2016
Banking

Seattle University   2002 — 2004
MBA, Finance, Management, Operations and Accounting

University of Washington   1996 — 1999
BA, International Economics, Finance & Accounting

Max Kirby Max Kirby Athens, Georgia Details
Max Kirby's Charter Bank Experience May 2012 - July 2012
Job Student at The University of Georgia
Industry Financial Services
Experience
Congressman Lynn Westmoreland  May 2015 - Present
Sideways  January 2011 - June 2015
Coweta Judicial Circuit District Attorney's Office   May 2014 - December 2014
Charter Bank   May 2012 - July 2012

Skills
Credit Analysis, Financial Advisory, Time Management

Education
The University of Georgia   2009 — 2013
Bachelor of Family & Consumer Sciences, Family Financial Planning

LaGrange High School   2005 — 2009
High School Diploma

Candace A Higgins, CSM Candace A Higgins, CSM Greater Boston Area Details
Candace A Higgins, CSM's Charter Bank Experience January 2000 - July 2001
Job Sr. Project Manager
Industry Information Technology and Services
Experience
Monster Worldwide  September 2013 - February 2015
Monster Worldwide  July 2012 - June 2013
Travelers of Massachusetts  January 2008 - September 2011
The Hanover Insurance Group  September 2006 - December 2007
BJ's Wholesale Club, Inc   August 2001 - February 2006
Charter Bank   January 2000 - July 2001

Skills
SDLC, Project Management, PMP, Change Management, Management, Visio, Business Analysis, Requirements Analysis, PMO, MS Project, Requirements Gathering, Cross-functional Team..., Software Project..., Agile Methodologies, Project Planning, Business Process, SharePoint, PowerPoint, Team Leadership, Software Development, Vendor Management, Analysis, IT Strategy, Training, Program Management, Integration, Agile Project Management, Scrum, Product Management, Budgets, Strategy, Enterprise Software, Project Delivery, Business Intelligence, Software Documentation, Business Process..., Microsoft Office, Data Center, Project Portfolio..., IT Management, MS Office Suite

Education
University of Colorado at Denver   2010 — 2010
Practitioner Certificate, Business Analysis

Boston University   2006 — 2006
Certificate, Project Management

Bentley College
Finance

George A. Frampton, PMP George A. Frampton, PMP Des Moines, Iowa Area Details
George A. Frampton, PMP's Charter Bank Experience January 2015 - Present
Job Project Management Team Lead, Global Regulatory Science at DuPont Pioneer
Industry Biotechnology
Experience
DuPont Pioneer  July 2010 - Present
Charter Bank   January 2015 - Present
Wellmark  2008 - 2010
Paragon IT Professionals  2007 - 2008
Wells Fargo  1995 - 2007

Skills
Project Portfolio..., Strategic Planning, PMP, Project Management, Cross-functional Team..., Resource Management, PMO, SDLC, Software Project..., Business Requirements, Workflow Management, Project Delivery, Certified Project..., Vendor Management, Process Management, Process Optimization, Process Improvement, Project Team Management, Global Operations, Business Process..., Business Analysis

Education
Drake University
B.S., Management

St. Olaf College

Deborah Duke Deborah Duke Houston, Texas Area Details
Deborah Duke's Charter Bank Experience October 1993 - September 1996
Job
Industry Biotechnology
Experience
PennComp LLC  August 2013 - Present
Agennix  December 1999 - November 2012
Global Risk Consultants  September 1996 - December 1999
Charter Bank   October 1993 - September 1996
Rosemond, Inc   September 1988 - October 1993
The Permian Corporation   March 1985 - September 1988

Skills
Travel Arrangements, Microsoft Excel, Microsoft Word, PowerPoint, Photography, Photoshop, Lightroom, Problem Solving, Organization, Oral & Written..., Microsoft Office, Meeting Planning, Executive Support, Work Well Independently, Executive Office..., Executive Level...

Education
Stephen F. Austin State University   1980 — 1984
BBA, Business Administration and Management, General

Andy Pletz Andy Pletz Bellevue, Washington Details
Andy Pletz's Charter Bank Experience August 2004 - July 2007
Job Vice President at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  August 2004 - Present
Sterling Bank  August 2004 - 2014
Boston Private Bank  August 2004 - May 2013
Charter Bank   August 2004 - July 2007
Bank of America  1994 - 2004
US Bank  1985 - 1994

Skills
Loans, Banking, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Services, Loan Origination, Finance, Commercial Mortgages, Asset Based Lending, Consumer Lending, Real Estate, Lines Of Credit, Underwriting, Private Banking, Treasury Management, Credit Risk, Business Strategy, Risk Management, Retail Banking, Investment Properties, Refinance, Cash Management, Due Diligence, Portfolio Management, Financial Analysis, Small Business, FHA

Education
University of Pittsburgh
Bachelor of Science (B.S.)

Chatham College
Essentials of Business Administration, Business Administration and Management, General

Geri Weeks-MBA, PMP Geri Weeks-MBA, PMP Albuquerque, New Mexico Area Details
Geri Weeks-MBA, PMP's Charter Bank Experience June 1996 - August 2006
Job Quality Manager at Molina Healthcare
Industry Hospital & Health Care
Experience
Molina Healthcare, Inc  May 2013 - Present
Project Management Institute-Rio Grande Chapter-Albuq, NM   June 2012 - July 2013
Presbyterian Healthcare Services  August 2010 - May 2013
Hope, Awareness and Change (formerly Heroin Awareness Committee)   April 2010 - August 2012
Bank of Albuquerque  September 2006 - April 2010
Cystic Fibrosis Foundation  2002 - 2008
Charter Bank   June 1996 - August 2006
Bank of America  November 1987 - June 1996

Skills
Leadership, Training, Program Management, Management, Strategic Planning, Process Improvement, Project Management, Budgets, Team Building, Policy, Healthcare Management, Leadership Development, Customer Service, Coaching, Healthcare, Negotiation, Public Speaking, Analysis, Employee Training, Recruiting, Operations Management, Banking, Proposal Writing, Project Portfolio..., Mortgage Banking, Change Management, Program Development, Workshop Facilitation, Staff Development, Retail Banking, Employee Relations, Team Leadership, Strategy, Data Analysis, Microsoft Office, Business Process, Team Management, Regulatory Requirements, Software, Management Consulting, Supervising, Risk Management, Organizational..., Performance Management, Non-profit Experience

Education
The University of New Mexico   2008 — 2010
Executive Masters; Anderson School, Business Administration; Business Management

The University of New Mexico   1982 — 1987
Bachelor of Science, Economics

Andrew Swanson Andrew Swanson Albuquerque, New Mexico Area Details
Andrew Swanson's Charter Bank Experience April 2004 - October 2011
Job Webmaster for ESPN Radio 101.7 The Team & Children's Book Author
Industry Sports
Experience
Self Publishing  January 2014 - Present
ESPN Radio 101.7 The Team   August 2012 - Present
Kramerica Sports LLC   August 2010 - Present
TCBmedia   May 2009 - Present
RotoStars   April 2012 - January 2015
Roto Experts / Around the Horn Baseball   August 2011 - May 2012
Charter Bank   April 2004 - October 2011

Education
The University of New Mexico - Robert O. Anderson School of Management   1998 — 2003
BA, Business

Annette Mogell Annette Mogell Boca Raton, Florida Details
Annette Mogell's Charter Bank Experience 1984 - 1995
Job Owner at Yourdentalblog.com
Industry Writing and Editing
Experience
Yourdentalblog.com   October 2009 - Present
Kenneth A. Mogell, DMD, PA   September 1995 - Present
Charter Bank - Florida   September 1984 - June 1995
Charter Bank   1984 - 1995

Skills
Writing, General Business..., Employee Relations, Small Business, Blogging, Social Media, Dental, Dentistry, Administrative Work, Public Relations, Healthcare, Training, Leadership, Public Speaking, Social Networking, Marketing, Coaching, Management, Administration

Education
Naples High School   1971 — 1975

Florida Atlantic University
B.A., English

University of Florida
English

Tonja Truesdell Tonja Truesdell Albuquerque, New Mexico Area Details
Tonja Truesdell's Charter Bank Experience May 2006 - March 2007
Job Consultant Relations/ Regional Associate at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management  March 2013 - Present
Payden & Rygel  September 2008 - August 2011
Payden & Rygel  March 2007 - September 2008
Charter Bank   May 2006 - March 2007
Charter Bank   May 2005 - May 2006
Charter Bank   March 2003 - May 2005

Skills
Analytical Skills, Multitasking Skills, Problem Solving, Organization Skills, Motivated self-starter, Works well in a team, Dependability, Foreign Currency..., Mortgage Banking, Trading, Bloomberg, Investment Management

Education
The University of New Mexico   2001 — 2005
Master of Business Administration (MBA), Finance

University of Evansville   1996 — 2000
BS, Global Business

Antoinette Baca Antoinette Baca Albuquerque, New Mexico Area Details
Antoinette Baca's Charter Bank Experience January 2011 - December 2011
Job Insurance and Financial Services Agent at Farmers Insurance Group
Industry Insurance
Experience
Farmers Insurance  September 2012 - Present
Charter Bank   January 2011 - December 2011
Charter Bank   July 1991 - June 2010
Bank of Oklahoma  2010 - 2010
Resolution Trust Corp  1990 - 1991
American Federal S&L   1982 - 1989

Skills
Insurance, Mortgage Lending, Mortgage Banking, Customer Service, Mortgage Servicing, FHA, Life Insurance, Process Improvement, Homeowners, Consumer Lending, Small Business, Finance, Credit, Loan Origination, Employee Benefits, Team Building, Leadership, Consultative Approach, Customer-focused, Coaching, Management, System Administration, Strategic Planning, Employee Training, Outstanding Customer..., Solution Focused, Auto Insurance, Homeowners Insurance, Renters or Landlords..., Business Insurance, Great Communication, Operational Efficiency, Government Loans, Conventional Loans, Department Budgeting, Systems Adminstration, Hiring/firing, Training & Development, Staff Mentoring, Sales, Real Estate, Marketing, Commercial Insurance, Property & Casualty...

Education
The University of New Mexico   1981 — 1983
Business Administration

Russell Cummins Russell Cummins Albuquerque, New Mexico Area Details
Russell Cummins's Charter Bank Experience 2010 - 2011
Job Executive Director/Investment Advisor at New Mexico Small Business Investment Corporation
Industry Banking
Experience
New Mexico Small Business Investment Corporation   2012 - Present
Charter Bank   2010 - 2011
Charter Bank   1999 - 2010
Charter Bank   1992 - 1999

Education
The University of New Mexico - Robert O. Anderson School of Management   1983 — 1985
MBA, General Management

University of Southern California   1978 — 1981
BS, Real Estate Finance and Business Economics

Jan Morton Jan Morton United States Details
Jan Morton's Charter Bank Experience 1986 - 1994
Job Mortgage Banker
Industry
Experience
Sierra Pacific Mortgage  June 2008 - August 2010
Capital Commerce/American Brokers Conduit   2003 - 2007
ACG Mortgage   1998 - 2001
Inland Mortgage  1997 - 1998
Fannie Mae  1996 - 1997
Charter Bank   1986 - 1994

Skills
Mortgage Banking, Mortgage Lending, USDA, FHA, VA loans, Loan Origination, Refinance, Residential Mortgages

Education
Phoenix College
Business

Guebert Kim Guebert Kim Greater St. Louis Area Details
Guebert Kim's Charter Bank Experience August 1984 - January 2006
Job Chief Clerk at Trueblood Dining Hall SIUC
Industry Higher Education
Experience
Trueblood Dining Hall SIUC   August 2012 - Present
Southern Illinois University  January 2011 - August 2012
Regional Office of Education  January 2006 - January 2011
Charter Bank   August 1984 - January 2006

Skills
Higher Education, Distance Learning, Teaching, Student Affairs, Instructional Design, Adult Education, Instructor-led Training, Student Development, E-Learning, Resume Writing, Curriculum Design, Public Speaking, Curriculum Development, Academic Advising, Training

Education
Southern Illinois University, Carbondale   2010 — 2012
Master's of Science in Education, Business

Southern Illinois University   1981 — 1983
Bachelor's, Accounting

Belleville Area College   1978 — 1981
Associate of Science, Accounting

Sheri Peña Sheri Peña Greater Seattle Area Details
Sheri Peña's Charter Bank Experience December 2005 - Present
Job Vice President
Industry Banking
Experience
Charter Bank   December 2005 - Present
Manufacturers Bank  April 1999 - April 2004

Education
California Culinary Academy   1999 — 2001
Culinary Arts

Graham, Casey Graham, Casey Hattiesburg, Mississippi Details
Graham, Casey's Charter Bank Experience August 2014 - Present
Job Chief Financial Officer at Charter Bank
Industry Banking
Experience
Charter Bank   August 2014 - Present
American Planning Corporation   January 2012 - October 2014
Bay Bank  December 2009 - December 2011
Georgia-Pacific LLC  April 2009 - December 2009
KPMG Advisory  August 2007 - November 2008
The First a National Banking Association  January 2003 - August 2007
Nicholson & Company CPA's   September 2001 - January 2003
Deloitte & Touche  September 2000 - September 2001

Skills
Banking, Mergers & Acquisitions, Treasury Management, Finance, Cash Management, Loans, Auditing, Accounting, Investments, Core Banking, Leadership, Project Management, Internet Banking, Financial Analysis, Risk Management, Credit, Process Improvement, Strategic Planning, Management

Education
The University of Southern Mississippi   1996 — 2000
Bachelors of Science in Business Administration, Management Information Systems

University of Southern Mississippi   1996 — 2000
Bachelors of Science in Business Administration, Accounting

Matthew Barela Matthew Barela Albuquerque, New Mexico Area Details
Matthew Barela's Charter Bank Experience 2005 - October 2007
Job Account Executive at Poms & Associates
Industry Insurance
Experience
Poms & Associates  November 2007 - Present
Charter Bank   2005 - October 2007

Education
The University of New Mexico   1999 — 2004

Jeff Averhoff Jeff Averhoff Edgewood, New Mexico Details
Jeff Averhoff's Charter Bank Experience November 2002 - January 2006
Job System Administrator at Overlook Systems Technologies
Industry Computer Networking
Experience
Overlook Systems Technologies   June 2011 - Present
CSC  May 2010 - June 2011
CyberWolf   April 2007 - March 2010
Heritage Home Healthcare  2006 - 2007
Charter Bank   November 2002 - January 2006
Oklahoma State University  2001 - 2002
Ameritas  1999 - 2000

Skills
A+, Network+, I-Net+, Security+, Microsoft Certifed..., Active Directory, System Administration, Windows Server, DNS, Servers, VMware, DHCP, Windows, XP, Network Administration, VPN, Computer Hardware, Firewalls, Troubleshooting, Operating Systems, Switches, SQL Server, Disaster Recovery, Windows Server 2003, Hardware, Windows Server 2008

Education
University of Phoenix - Online   2004 — 2007
Bachelor of Science, Information Technology

New Mexico State University   1997 — 1997
Associate of Arts, Pre-Business

Brenda Barela Brenda Barela Albuquerque, New Mexico Area Details
Brenda Barela's Charter Bank Experience November 1999 - May 2001
Job Production Assistant at Charter Commercial Mortgage
Industry Banking
Experience
Charter Commercial Mortgage   May 2001 - Present
Charter Bank   November 1999 - May 2001

Education
Colorado State University-Pueblo   1992 — 1994

John Varoz John Varoz Albuquerque, New Mexico Area Details
John Varoz's Charter Bank Experience June 2005 - February 2010
Job Mortgage Banker at Bank of Albuquerque
Industry Banking
Experience
Bank of Albuquerque  2010 - Present
Charter Bank Mortgage Insurance   June 2005 - February 2010
Charter Bank   June 2005 - February 2010

Skills
Mortgage Banking

Education
The University of New Mexico - Robert O. Anderson School of Management

Nathan Downie Nathan Downie Albuquerque, New Mexico Area Details
Nathan Downie's Charter Bank Experience September 2006 - Present
Job Vice President Commercial Lending at Ironstone Bank
Industry Banking
Experience
Ironstone Bank  April 2010 - Present
Charter Bank   September 2006 - Present
Charter Bank   2006 - 2010

Education
The University of New Mexico - Robert O. Anderson School of Management   1998 — 2002

Patrick Socia Patrick Socia United States Details
Patrick Socia's Charter Bank Experience 1997 - 1998
Job Vice President, Product Manager Consumer Lending at LaSalle Bank
Industry Banking
Experience
Bank of America  April 2008 - Present
LaSalle Bank  April 2001 - March 2006
Old Kent Bank  February 1998 - April 2001
Comerica Bank  December 1987 - February 1998
Charter Bank   1997 - 1998

Education
Walsh College   1991 — 1995
MMS, Masters in Management Science with Honors

University of Detroit Mercy   1978 — 1980
BBS-Marketing, Marketing and Business Communications

Dan Askew Dan Askew Canton, Ohio Area Details
Dan Askew's Charter Bank Experience May 2005 - November 2005
Job Manager Unix Systems at J M Smucker Co
Industry Food Production
Experience
J M Smucker Co   November 2005 - Present
Charter Bank   May 2005 - November 2005
Dowling Consulting   August 1995 - May 2005
Dowling Consulting Group   1997 - 2005

Skills
Unix, HP-UX, Storage Area Networks, Linux, SAN, HP, Cisco Technologies, Netbackup, RedHat, NetApp, Hardware, EMC Storage, VMware, System Administration, Brocade, Servers, Virtualization, CentOS, Process Improvement, Disaster Recovery, SQL, Computer Hardware, Troubleshooting, Unix Shell Scripting, Red Hat Linux

Education
Malone University   2007 — 2008
BA Bussiness Managment, Business

The University of Akron   1992 — 1995
Assoc Programming Technology, Proramming

Marilyn Kleeman Marilyn Kleeman Columbus, Georgia Area Details
Marilyn Kleeman's Charter Bank Experience Personal BankerCharter Bank2007 - 2009
Job Retail at Charter Bank
Industry Banking
Experience
Charter Bank   Personal BankerCharter Bank2007 - 2009
Charter Bank   2007 - 2009

Education
Des Moines Area Community College   1979 — 1981

Kathy Breneman Kathy Breneman Albuquerque, New Mexico Area Details
Kathy Breneman's Charter Bank Experience July 1995 - August 2005
Job Loan Officer at First Mortgage
Industry Banking
Experience
1st National Bank of Santa Fe   January 2012 - April 2014
First National Bank of Santa Fe  June 2010 - January 2012
Wells Fargo Home Mortgage  July 2009 - May 2010
Thornburg Mortgage  2005 - March 2009
Charter Bank   July 1995 - August 2005

Skills
Mortgage Lending, Loans, Loan Origination, Portfolio Management, Credit, Mortgage Banking, Refinance, Residential Mortgages, FHA, Credit Risk, new home construction, Custom home building..., Bridge Loans

Education
The University of New Mexico   1975 — 1980
Economics

Sandia

Alison Ayers Alison Ayers Albuquerque, New Mexico Details
Alison Ayers's Charter Bank Experience June 2010 - October 2011
Job Mortgage Loan Processing Supervisor at Washington Federal
Industry Financial Services
Experience
Washington Federal  May 2014 - Present
Washington Federal  October 2010 - May 2014
Washington Federal  October 2011 - January 2012
Charter Bank   June 2010 - October 2011
Charter Bank   September 2008 - December 2010
Altermann Galleries   February 2003 - June 2008

Skills
Customer Service, Microsoft Office, Ten Key, Accounts Payable, Credit, Banking, Accounting

Education
Bryn Mawr College   1998 — 2002
BA, English Major, Education/Spanish Double Minor

Midland School, Los Olivos, CA   1994 — 1998
High School Degree

Bill LaCapria Jr Bill LaCapria Jr Greater Boston Area Details
Bill LaCapria Jr's Charter Bank Experience September 1996 - January 1999
Job AVP Application Support at Metro Credit Union
Industry Information Technology and Services
Experience
Metro Credit Union  1999 - Present
Charter Bank   September 1996 - January 1999
Sun Life Financial  January 1993 - September 1996
The Bank for Savings  August 1985 - June 1992
US Navy  August 1975 - August 1979

Skills
Business Continuity, Vendor Management, Business Analysis, Banking, Customer Service, Management, Risk Management, Sales, Leadership, Process Improvement, Training, Team Building, Security, SDLC, Information Technology, Disaster Recovery, Microsoft Office, Team Leadership, Program Management

Education
Bunker Hill Community College   1986 — 1988
Information Technology

Boston University   1981 — 1981
Accounting & Business Entreprenuer

Ken Browning, MBA Ken Browning, MBA Albuquerque, New Mexico Area Details
Ken Browning, MBA's Charter Bank Experience December 2002 - March 2003
Job Project Controller at Sandia National Laboratories
Industry Defense & Space
Experience
Sandia National Laboratories  November 2014 - Present
PNM Resources  March 2011 - November 2014
PNM Resources  October 2006 - March 2011
BearingPoint  July 2003 - October 2006
Charter Bank   December 2002 - March 2003

Skills
Financial Analysis, Financial Modeling, Analysis, Finance, Financial Reporting, Process Improvement, Business Process..., Budgets, Energy, Forecasting, Strategic Planning, Internal Controls, Corporate Finance, Derivatives, Problem Solving, Business Analysis, Budgeting, Compliance, Requirements Analysis, Change Management, Excel, Microsoft Office, Cash Management, Project Management

Education
The University of New Mexico - Robert O. Anderson School of Management   2001 — 2003
Master of Business Administration, Financial Management

The University of New Mexico - Robert O. Anderson School of Management   1998 — 2000
Bachelor of Business Administration, Financial Management and Marketing Management (dual)

Steve Schol Steve Schol Albuquerque, New Mexico Area Details
Steve Schol's Charter Bank Experience April 2006 - June 2011
Job Senior Vice President at BMC Capital
Industry Banking
Experience
BMC Capital  June 2014 - Present
Independent Commercial Real Estate & Banking Consulting   June 2011 - June 2014
Charter Bank   April 2006 - June 2011
Bank of America  August 2002 - March 2006
High Desert State Bank   January 2001 - August 2002
First Security State Bank  April 1998 - January 2001

Skills
Portfolio Management, Commercial Lending, Loans, Banking, Finance, Loan Origination, Underwriting, Cross Selling, Commercial Mortgages, Real Estate Development, Real Estate Transactions

Education
Iowa State University   1975 — 1977
BS, Distributive Studies

Randy Rizek Randy Rizek Albuquerque, New Mexico Area Details
Randy Rizek's Charter Bank Experience NM Lender RepresentativeGuaranty Bank2004 - 2008
Job Retail Lending Officer at Charter Bank
Industry Banking
Experience
Charter Bank   NM Lender RepresentativeGuaranty Bank2004 - 2008
GB Home Euity   2000 - 2008
GB Mortgage  2000 - 2008

Education
The University of New Mexico - Robert O. Anderson School of Management   1979 — 1987
BBA, Marketing

Gretchen Jordan Gretchen Jordan Santa Fe, New Mexico Area Details
Gretchen Jordan's Charter Bank Experience February 2005 - August 2008
Job Adjunct Instructor Anthropology, online courses at Central Michigan University
Industry Banking
Experience
Central Michigan University  March 2010 - Present
Charter Bank   February 2005 - August 2008

Education
University of Colorado Boulder   1996 — 2002
PhD, Anthropology

Oregon State University
BA, Spanish

Stanford University
MA, Latin American Studies

University of Colorado Denver
MA, Anthropology

Alan Artman Alan Artman Greater Seattle Area Details
Alan Artman's Charter Bank Experience 1985 - 1988
Job Chief Financial Officer at Faithlife / Logos Bible Software
Industry Computer Software
Experience
Faithlife / Logos Bible Software   January 2014 - Present
Faithlife / Logos Bible Software   April 2013 - December 2013
CFO Selections  February 2013 - December 2013
Vaupell  October 2008 - January 2013
Colonial Bank  May 2005 - October 2008
Kelly Aerospace, Inc.   April 1997 - September 2004
Southern Controls   October 1995 - April 1997
SouthTrust Bank  1988 - 1995
Charter Bank   1985 - 1988

Skills
Leadership, ERP, Staff Development, Capital Raising, Treasury Management, Financial Analysis, Banking, Mergers, Financial Reporting, Budgets, Accounting, Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Forecasting, Executive Management, Internal Controls, Cash Flow, General Ledger, Managerial Finance, Cash Management, Process Improvement, Financial Modeling, Corporate Finance, Due Diligence, Cost Accounting, Strategic Financial..., GAAP, Business Process, Auditing, Treasury, Analysis

Education
Troy University   1994 — 1995
MBA, Business Administration and Leadership

Stonier Graduate School of Banking   1992 — 1994
Certificate of Completion, Advanced Banking and Leadership

The University of Texas at Austin   1980 — 1984
BBA, Finance

Angleton High School   1977 — 1980
Diploma

Terra Helke Terra Helke Greater Seattle Area Details
Terra Helke's Charter Bank Experience March 2009 - August 2009
Job HomeBuilder Loan Administrator at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  November 2013 - Present
US Bank  February 2010 - November 2013
Charter Bank   March 2009 - August 2009
Banner Bank  September 2008 - April 2009
Bank of America  November 2003 - June 2008
Bank of America  November 1999 - November 2003
US Bank  May 1996 - October 1999

Skills
Loans, Credit Analysis, Credit, Home Builder Loan..., Commercial Mortgages, Refinance, Consumer Lending, Commercial Lending, Commercial Banking, Commercial Real Estate, Finance, Loan Origination

Education
North Seattle Community College
Commercial and Residential Real Estate, and Appraisal

Portland State University

Claudia Cutter Claudia Cutter West Palm Beach, Florida Area Details
Claudia Cutter's Charter Bank Experience February 1990 - January 1992
Job Home Loan Consultant NML SR 448516
Industry Banking
Experience
CenterState Bank  December 2014 - Present
Wells Fargo Home Mortgage  February 2010 - August 2014
PHH Mortgage  February 2009 - June 2009
BankUnited  February 2007 - November 2008
Countrywide Home Loans  February 1993 - December 2006
Charter Bank   February 1990 - January 1992

Skills
Mortgage Lending, FHA, Construction Loans, Refinance, Mortgage Banking, Investments, Customer Service, Loss Mitigation, Residential Mortgages, Loans, Commercial Banking, Referrals, Underwriting, Home Equity Lines of..., Credit, Finance, Loan Origination, Cross Selling, Real Estate

Education
Nova Southeastern University   1996 — 1998
Teaching Certificate in Elementary Education, Education

Lakeland High School

University of South Carolina-Columbia
BS, Political Science

Dean Moening Dean Moening Greater Detroit Area Details
Dean Moening's Charter Bank Experience April 2001 - September 2002
Job Trust & Estate Advisor at Comerica Bank
Industry Investment Management
Experience
Comerica Bank  February 2010 - Present
Monroe Bank & Trust  September 2002 - August 2009
Charter Bank   April 2001 - September 2002
Bank One Trust Company  March 1992 - April 2001
Schlumberger CAD/CAM   1990 - 1991
Whirlpool Financial Corporation  1986 - 1989
Whirlpool Financial Corporation  1986 - 1989

Skills
Trust Services, Investments, Equities, Financial Advisory, Financial Risk, Mutual Funds, Investment Management, Financial Statements, Finance, Wealth Management, Portfolio Management, Banking, Trusts, Credit Analysis, Team Management, Asset Allocation, Credit, Investment Strategies

Education
Wayne State University   1987 — 1990
MBA, Finance

University of Michigan-Dearborn   1982 — 1986
BBA, Finance & Accounting

John Vandenberg John Vandenberg Greater Seattle Area Details
John Vandenberg's Charter Bank Experience 2003 - 2007
Job Loan adjustor at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  2009 - Present
Bank of Washington  2008 - 2009
Shoreline Bank  2007 - 2008
Charter Bank   2003 - 2007
Bank of America  1989 - 2002
Bank of the West  1983 - 1989

Skills
Commercial Lending, Credit, Credit Management, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Underwriting, Insurance

Education
Indiana University - Kelley School of Business   1981 — 1983
MBA, Finance

Seattle University   1976 — 1980
BA, Business Admin

Sandra Seavey Sandra Seavey Houston, Texas Area Details
Sandra Seavey's Charter Bank Experience January 1989 - January 1992
Job Business Analyst
Industry Banking
Experience
Mary Kay  October 2012 - Present
Chase Bank  July 1997 - Present
H&R Block  January 1997 - January 2004
Bank United  January 1994 - January 1997
Select Capital Associates   January 1993 - January 1994
Accounting Contractors   January 1992 - January 1993
Charter Bank   January 1989 - January 1992

Skills
Banking

Education
University of Phoenix
Business Management

Paula Friedrich Paula Friedrich Greater Detroit Area Details
Paula Friedrich's Charter Bank Experience March 1998 - October 2002
Job Project Management Professional
Industry Financial Services
Experience
Genesis Financial Group, Inc.   June 2005 - October 2008
Genesis Financial Group, Inc.   June 2003 - June 2005
Charter Bank   March 1998 - October 2002
Charter Bank   March 1994 - March 1998

Education
Colby College   1983 — 1987
BA, Business Administration

Lee Patchell Lee Patchell Albuquerque, New Mexico Area Details
Lee Patchell's Charter Bank Experience April 2007 - June 2010
Job HR Business Partner at Presbyterian Healthcare Services
Industry Banking
Experience
Presbyterian Healthcare Services  March 2010 - Present
Charter Bank   April 2007 - June 2010
HRMA & SHRM   1992 - 2010
Intel Corporation  June 1995 - January 2007

Education
The University of New Mexico - Robert O. Anderson School of Management   1988 — 1995
MBA, Human Resources and Organizational Behavior

Jan Morton Jan Morton Dallas/Fort Worth Area Details
Jan Morton's Charter Bank Experience 1982 - 1994
Job Operations Manager at Sierra Pacific Mortgage
Industry Financial Services
Experience
Sierra Pacific Mortgage  June 2008 - Present
Wachovia, A Wells Fargo Company  March 2007 - November 2007
American Brokers Conduit  April 2002 - March 2007
Charter Bank   1982 - 1994

Education
Phoenix College   1965 — 1967
Business

Jim Heldt Jim Heldt Des Moines, Iowa Area Details
Jim Heldt's Charter Bank Experience May 2005 - August 2005
Job Financial Analyst / Tillage Ops Accountant at John Deere
Industry Accounting
Experience
John Deere  September 2013 - Present
John Deere  March 2012 - September 2013
John Deere Financial  January 2011 - March 2012
John Deere  October 2009 - January 2011
John Deere  June 2008 - October 2009
John Deere  May 2007 - August 2007
Bankers Trust  May 2006 - August 2006
Charter Bank   May 2005 - August 2005

Skills
Financial Analysis, Microsoft Excel, Process Improvement, SAP, Microsoft Office, PowerPoint, Budgets, Forecasting, Microsoft Word, Strategic Planning, Project Management, Teamwork, Analysis, Leadership, Team Leadership, Cross-functional Team..., Analytical Skills, Project Planning, Access

Education
Iowa State University   2011 — 2013
Masters of Business Administration

Iowa State University - College of Business   2004 — 2008
BS, Finance, Accounting

Anita Zindroski Anita Zindroski Strongsville, Ohio Details
Anita Zindroski's Charter Bank Experience January 2000 - July 2005
Job at PNC
Industry Banking
Experience
PNC Bank  2007 - Present
National City Bank  December 2005 - October 2007
Charter Bank   January 2000 - July 2005
Leader Mortgage Company,  September 1996 - January 2005

Skills
Visio, Banking, Lotus Notes, Access, SharePoint, Microsoft Excel, PowerPoint, Microsoft Office, Job Scanning, Invoice Processing, Customer Service

Education
Cuyahoga Community College   2004 — 2005
N/A, Medical

Monica Kennerly-Lawrence Monica Kennerly-Lawrence Tampa/St. Petersburg, Florida Area Details
Monica Kennerly-Lawrence's Charter Bank Experience 1995 - 1997
Job AVP, Correspondent Lending Underwriting Manager at PENNYMAC
Industry Financial Services
Experience
PennyMac  August 2013 - Present
MGIC  2001 - August 2013
Radian  August 2005 - March 2007
Commonwealth United/National City Mtg   2004 - 2005
Countrywide  2004 - 2004
Bank of America  2002 - 2004
PMI  2001 - 2001
Countrywide Home Loans  February 1999 - October 2000
United Mtg Investors   1997 - 1998
Charter Bank   1995 - 1997

Skills
Mortgage Underwriting, Mortgage Lending, Residential Mortgages, Loan Origination, FHA, Loans, Underwriting, Credit, Mortgage Banking, Foreclosures, Credit Analysis, Refinance, Credit Risk, Banking, Loan Servicing, Management, Loss Mitigation, Financial Risk, Consumer Lending, Retail Banking, Risk Management

Education
Kaplan University   2008 — 2009
Certificate Personal Financial Planner, Personal Financial Planning

University of Miami   1983 — 1985
Computer Science/Electrical Engineering

Miami Dade College
AA, Computer Science

Darby Wesley Darby Wesley Greater Denver Area Details
Darby Wesley's Charter Bank Experience February 2007 - November 2008
Job Underwriter with Wells Fargo Home Mortgage
Industry Financial Services
Experience
US Air Force – Torrejon Air Base   August 1993 - Present
Wells Fargo Home Mortgage  April 2009 - March 2014
Charter Bank   February 2007 - November 2008
BNC Mortgage Lehman Brothers  October 2003 - December 2006

Skills
Credit, Mortgage Lending, Underwriting, Mortgage Banking, Credit Analysis, Customer Service, FHA, Funding, Leadership, Loans, Portfolio Management, Refinance, Residential Mortgages

Education
Metropolitan State University
Bachelor of Arts, Business Management; Finance and Business Administration

Eric Krieger Eric Krieger Albuquerque, New Mexico Details
Eric Krieger's Charter Bank Experience March 2006 - April 2011
Job Sr. Systems Engineer
Industry Information Technology and Services
Experience
Ernest Health Inc.  2011 - Present
Charter Bank   March 2006 - April 2011
Ubuntu LoCo   2004 - 2010
Davis Selected Advisers  2001 - 2006
ValueOptions  1999 - 2001
The University of New Mexico Hospital, Department of Obstetrics and Gynecology   1997 - 1999

Skills
VMware, Troubleshooting, Servers, Active Directory, System Administration, Databases, Cisco Technologies, Disaster Recovery, Operating Systems, DNS, XP, VMware ESX, Microsoft Exchange, Security, Firewalls, SAN, Technical Support, Windows XP, Citrix

Education
The University of New Mexico   1992 — 1997
BA, Psychology

Marshall Holman Marshall Holman Houston, Texas Area Details
Marshall Holman's Charter Bank Experience 1983 - 1996
Job Independent International Accounting and Banking Consultant
Industry Accounting
Experience
Marshall Holman Consulting   1997 - Present
USAID Enterprise Development Project / The Pragma Corporation   2003 - 2008
Charter Bancshares   1983 - 1996
Charter Bank   1983 - 1996

Skills
Accounting, Financial Reporting, Managerial Finance, Financial Analysis, Budgets

Education
University of Houston   1978 — 1980
BBA, Accounting and Finance

Sharm Sisler Sharm Sisler Des Moines, Iowa Area Details
Sharm Sisler's Charter Bank Experience April 2007 - Present
Job VP and Cashier at Charter Bank
Industry Banking
Experience
Charter Bank   April 2007 - Present
Community Bank, Nevada, IA   February 1997 - April 2007

Education
Iowa State University   1981 — 1985

Barbara Orosco Barbara Orosco Albuquerque, New Mexico Area Details
Barbara Orosco's Charter Bank Experience May 2010 - October 2011
Job Compliance Examiner, FDIC
Industry Banking
Experience
FDIC  December 2011 - Present
Charter Bank   May 2010 - October 2011
BNK Consulting   November 2000 - April 2010
Charter Bank   October 1998 - August 2000
The Bank of New Mexico   August 1997 - October 1998

Skills
Management, Loans, Training, Mortgage Lending, Banking, Corporate Governance

Education
Technical Vocational Institute

The University of New Mexico

Carol Doolittle Carol Doolittle Albuquerque, New Mexico Area Details
Carol Doolittle's Charter Bank Experience EMTAlbuquerque AmbulanceApril 2001 - January 2007
Job HR Coordinator at Charter Bank
Industry Banking
Experience
Charter Bank   EMTAlbuquerque AmbulanceApril 2001 - January 2007

Education
Indiana University Bloomington   1981 — 1985
BA, Speech and Hearing

OLA A OSUNDAIRO OLA A OSUNDAIRO Greater Chicago Area Details
OLA A OSUNDAIRO's Charter Bank Experience May 2005 - Present
Job Assistant Branch Manager at Charter Bank
Industry Banking
Experience
Charter Bank   May 2005 - Present
TCF Bank  April 2002 - May 2005
MONTGOMERY WARD  December 1996 - February 2000

Skills
Loans

Education
Northeastern University   1990 — 1996
Bachelor of Science (B Sc), Accounting

CHRIST HIGH SCHOOL

Brook AC Benson, CRCM Brook AC Benson, CRCM Las Vegas, Nevada Area Details
Brook AC Benson, CRCM's Charter Bank Experience April 1997 - July 2000
Job Certified Regulatory Compliance Manager
Industry Banking
Experience
Continuity Control  January 2014 - July 2015
Town and Country Bank  July 2012 - January 2014
Nevada State Bank / Zions Bancorporation   March 2010 - July 2012
Colonial Bank / BB&T   April 2006 - February 2010
First National Bank of Nevada/Arizona   January 2003 - April 2006
Allstate Ticketing and Tours   August 2000 - January 2003
Charter Bank   April 1997 - July 2000

Skills
Bank Secrecy Act, OFAC, Banking, AML, Compliance, Credit, Internal Audit, Risk Assessment, Banking Law, Due Diligence, HMDA, RESPA, Compliance Management, Leadership, Regulatory Requirements, Financial Regulation, Regulatory Analysis, Procedure Development, Research, Dispute Resolution, Procedure Manuals, Audit, Reconciliation, Fair Lending, Federal Regulations, Policy Writing, CIP, Regulatory Reporting, Compliance Audits, Problem Solving, Regulatory Research, Product Development, Proactive Monitoring, Creative Solutions, Decision Making, Root Cause Problem..., Relationship-builder..., Change Management, Skilled Multi-tasker, Organizational..., Community Reinvestment..., Ethical Decision Making, Collaboration Solutions, Team Building, Organization Skills, Strategic Consulting, Strategic Planning, Bringing Order to Chaos, Organizational Culture, Complaint Management

Education
American Bankers Association, Institute of Certified Bankers
CRCM, Regulatory Compliance

College of Southern Nevada
Business Management, Finance, Accounting, Legal/Paralegal, and general studies, 3.92 cumulative GPA

Industry Education
Various state and national Bankers Associations, & other Regulatory/Compliance Education

Cindy Bateman Cindy Bateman Boise, Idaho Area Details
Cindy Bateman's Charter Bank Experience March 2002 - September 2002
Job Region Senior Lender at US Bank
Industry Banking
Experience
US Bank  November 2014 - Present
Home Federal Bank  March 2007 - May 2014
Key Bank  November 2002 - March 2007
Charter Bank   March 2002 - September 2002
Pacific National Bank  1993 - 1998
Commercial Center Bank   1991 - 1993
CommerceBank  1987 - 1991
First Security Bank  1983 - 1987

Skills
Leadership, Commercial Banking, Strategy, Commercial Credit, Small Business Lending, Commercial Lending, Credit, Loans, Credit Analysis, Commercial Mortgages, Banking, Treasury Management, Portfolio Management, Cash Management, Lines Of Credit, Consumer Lending, Finance, Retail Banking, Mortgage Lending, Financial Analysis, SBA, Credit Risk, Loan Origination, Management, Underwriting

Education
University of Washington, Michael G. Foster School of Business   1998 — 2001
MBA, Business Administration, Marketing and Managerial Accounting

Idaho State University   1979 — 1983
BBA, Finance

Johan van der Winkel Johan van der Winkel Albuquerque, New Mexico Area Details
Johan van der Winkel's Charter Bank Experience March 2005 - Present
Job Sr Systems Analyst at Charter Bank
Industry Banking
Experience
Charter Bank   March 2005 - Present
Ultramain Systems, Inc.   March 1996 - February 2005

Education
University of Portsmouth   1993 — 1994
BSC, Electrical and Electronics

   1988 — 1994
ING, Telematics/Computer Science

Rene Parra Rene Parra El Paso, Texas Area Details
Rene Parra's Charter Bank Experience January 1996 - January 2000
Job DISTRICT MANAGER at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo  May 2011 - Present
GlaxoSmithKline  April 2010 - May 2011
GlaxoSmithKline  April 2010 - April 2011
GlaxoSmithKline  October 2000 - April 2010
Charter Bank   January 1996 - January 2000
NORWEST BANK  January 1994 - January 1996

Skills
Pharmaceutical Sales, Urology, Endocrinology, Cardiology, Pharmaceutical Industry, Managed Care, Sales Effectiveness, Diabetes, OB/GYN, Nephrology, Selling Skills, Hypertension, Osteoporosis, Infectious Diseases, Sales Force Development, Internal Medicine, Pain Management, Psychiatry, Family Medicine, Change Management, Primary Care, Therapeutic Areas, ENT, Leadership, Product Launch, Orthopedic, Hospital Sales, Buy & Bill, Hematology, Vaccines, Key Opinion Leaders, Market Access, Building Relationships, Leadership Development, Antibacterial, Clinical Pharmacology, Team Building, Cardiovascular Disease, Talent Management, Coaching, Performance Management, Strategy, Business Planning, Managed Markets, Strategic Thinking, Hiring, Organizational..., KOL development, Emotional Intelligence, Talent Acquisition

Education
The University of Texas at El Paso   1985 — 1990
Bachelor, Business Administration

Tracy Stagner Tracy Stagner Albuquerque, New Mexico Details
Tracy Stagner's Charter Bank Experience August 1993 - December 2011
Job Customer Service Supervisor at Genesis HealthCare
Industry Banking
Experience
Genesis HealthCare  June 2015 - Present
State of New Mexico - Department of Health  January 2013 - June 2015
Charter Bank Albuquerque, NM   January 2010 - December 2011
Charter Bank   August 1993 - December 2011
Charter Companies   August 1993 - December 2011
AVP  January 2006 - January 2010
Charter Companies   January 1999 - January 2006
Charter Companies   January 1996 - January 1999
Waste Disposal Services   January 1987 - January 1996

Skills
Citrix, VMWare, Fortis, NetApp, Windows Server, Symantec Backup, IBM AS/400, Jack Henry, HelpStar, Ecora, Crystal Reports, Microsoft SQL Server, Microsoft Exchange, Acquire, TriGeo, Zix, Avaya IP Telephony, Linux, Unifi, Business Continuity..., Microsoft Office, Projects, Scripting, Network Administration, Troubleshooting, System Administration, VMware, Networking, Computer Hardware, Security, Microsoft Servers, Leadership, Windows, IT Management, Storage Solutions, Disaster Recovery, Management, Customer Service, Project Management, Strategic Planning, Hardware, Team Leadership, Databases, Operating Systems, IT Service Management, Help Desk Support, Technical Support, Infrastructure, Active Directory

Education
New Mexico State University   1988 — 2003
BBA, Business Computer Systems

New Mexico State University   1988 — 1993
BA, Business Computer Systems

New Mexico State University   1988 — 1993
BBA, Business Computer Systems

Grants High

Melissa Scott-Mullins Melissa Scott-Mullins Albuquerque, New Mexico Area Details
Melissa Scott-Mullins's Charter Bank Experience June 2001 - October 2002
Job Data Reporting and Analytics
Industry Banking
Experience
First National Bank of Santa Fe  September 2011 - Present
First Community Bank, now part of U.S. Bank   October 2002 - August 2011
Charter Bank   June 2001 - October 2002
PNM Resources  January 1993 - June 2001

Education
University of Central Oklahoma   1985 — 1989
BS, Computer Science

Cameron University   1981 — 1986
Associate, Data Processing

Kristi Stihel, PHR Kristi Stihel, PHR Albuquerque, New Mexico Area Details
Kristi Stihel, PHR's Charter Bank Experience July 2006 - November 2011
Job Human Capital Director at TriCore Reference Laboratories
Industry Financial Services
Experience
TriCore Reference Laboratories  December 2012 - Present
Sitel  March 2012 - December 2012
Charter Bank   July 2006 - November 2011

Skills
Human Resources, Employee Relations, Deferred Compensation, Performance Management, Recruiting, Employee Benefits, Employee Engagement, New Hire Orientations, Employment Law, FMLA, Training

Education
University of Maryland College Park   1999 — 2004
Bachelors of Science, Human Resources Management/Labor Relations

Jesse Werner Jesse Werner United States Details
Jesse Werner's Charter Bank Experience 2007 - Present
Job
Industry
Experience
Charter Bank   2007 - Present
First National Bank of Waseca   June 2003 - May 2007

Education
Minnesota State University, Mankato

Sean McKee Sean McKee Broken Arrow, Oklahoma Details
Sean McKee's Charter Bank Experience June 2009 - April 2010
Job Mortgage Loan Originator at RCB Bank
Industry Banking
Experience
RCB Bank  January 2013 - Present
BOK Financial  May 2011 - November 2012
Bank of Albuquerque  April 2010 - May 2011
Charter Bank   June 2009 - April 2010

Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Risk Management, Residential Mortgages, Finance, Strategic Planning, VA, Rural Development, Business Development, Building Relationships, Non-profit Volunteer, Credit Analysis, Fannie Mae

Education
The University of New Mexico - Robert O. Anderson School of Management   2006 — 2011
Financing and Business

Yavapai College   2003 — 2004
AA, Accounting

Robert Stelzer Robert Stelzer Albuquerque, New Mexico Area Details
Robert Stelzer's Charter Bank Experience August 2006 - Present
Job Facilities Manager at Charter Bank
Industry Banking
Experience
Charter Bank   August 2006 - Present
Los Alamos National Laboratory  June 2005 - August 2006

Skills
General Office Skills, Microsoft Office

Education
FBI National Academy

National American University
Bachelor of Science, Applied Management

John Sergi John Sergi Greater Boston Area Details
John Sergi's Charter Bank Experience June 1996 - March 2005
Job Senior Vice President,Regional Commercial lending Director at Brookline Bank
Industry Banking
Experience
Brookline Bank  July 2010 - Present
Rockland Trust  April 2008 - June 2010
Benjamin Franklin Bank  March 2005 - March 2008
Charter Bank   June 1996 - March 2005
Fleet Bank  January 1984 - June 1996

Skills
Credit, Credit Risk, Mortgage Lending, Cash Management, Financial Analysis, Mergers, Financial Reporting, Real Estate, Commercial Banking, Small Business Lending, Customer Service, Forecasting, Microsoft Excel, Retail Banking, Strategic Planning, Lines Of Credit, Consumer Lending, Mortgage Banking, Branch Management, Cross Selling, Loan Servicing, Loan Origination, Deposits, Refinance, Commercial Lending, Loans

Education
The Stonier Graduate School of Banking
Graduate, Banking and Financial Support Services, Satisfied requirements

Rivier College   1982 — 1986
Master of Business Administration (M.B.A.), Business/Commerce, General

Bentley College   1980 — 1981
evening business courses, Accounting and Finance

Boston College   1975 — 1979
Bachelor of Science, Pre-Med/Biology/Business

Waltham High School   1972 — 1975

Gerald Andrea Gerald Andrea Houston, Texas Area Details
Gerald Andrea's Charter Bank Experience 1978 - 1978
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Arco Fabrics of Texas   September 1980 - January 2006
DeLeon Interior Design   June 1978 - September 1980
Charter Bank   1978 - 1978
Modular Homes of Texas   June 1972 - August 1973
Temple-Inland  June 1971 - June 1972

Skills
Change Management, Strategic Planning, Program Management, Business Transformation, Process Improvement, Project Management, Coaching, Strategy, Customer Relations, Business Planning, Manufacturing, Sales

Education
University of Houston   1974 — 1976
Business Administration and Management, General

Harris County Community College   1973 — 1973
Banking and Financial Support Services

Sam Houston State University   1964 — 1971
Business Administration and Management, General/Music Preformance

Memorial Senior High   1961 — 1964
High School, Music

Maude Huffmire Maude Huffmire Albuquerque, New Mexico Area Details
Maude Huffmire's Charter Bank Experience August 1984 - January 2010
Job Financial/Banking Specialist
Industry Financial Services
Experience
Bank of Oklahoma  August 2010 - October 2011
Charter Bank   August 1984 - January 2010

Skills
Mortgage Lending

Education
Rocky Mountain High School

The University of New Mexico
BS, Biology

University of Utah
BS, Biology

Rachael Schena Rachael Schena Santa Fe, New Mexico Area Details
Rachael Schena's Charter Bank Experience
Job
Industry Banking
Experience
Charter Bank  

Skills
Sales, Training

Education
St. Edward's University
Bachelor of Science (B.S.), Business, Business Administration and Management, General

Kevin Noel, PMP Kevin Noel, PMP Albuquerque, New Mexico Details
Kevin Noel, PMP's Charter Bank Experience 1997 - 2000
Job Financial Services Administrator at Bernalillo County
Industry Information Technology and Services
Experience
Bernalillo County  2013 - Present
Presbyterian Healthcare Services  2012 - 2013
IBM  2000 - 2012
Charter Bank   1997 - 2000
Intuit  1994 - 1997

Skills
PMI Certified PMP, Project Management, HTML 5, Peachtree, eWFM, Epic Systems, Access, XHTML, Microsoft Excel, MS Project, Microsoft Word, Accounting, Finance, Service Delivery, Resource Management, Vendor Management, Risk Management, Business Analysis, Cost Management, Strategic Planning, Six Sigma, Lean Initiatives, Depreciation, Inventory Management, Bonds, Corporate Tax Planning, Corporate Financial...

Education
Carleton College
Bachelor of Arts (BA), Economics

Central New Mexico Community College
Accounting and Finance

Timothy Parham Timothy Parham Albuquerque, New Mexico Details
Timothy Parham's Charter Bank Experience April 2001 - June 2002
Job Project Control Analyst at Applied Technology Associates
Industry Defense & Space
Experience
Applied Technology Associates  November 2011 - Present
The Mind Research Network  April 2009 - November 2011
L-3 Communications  June 2002 - April 2009
Charter Bank   April 2001 - June 2002
Sunsoft Corporation   October 2000 - April 2001
Honeywell Aerospace  August 1999 - October 2000

Skills
Analysis, Financial Forecasting, Cost Benefit, Revenue Recognition, Forecasting, Earned Value Management, Government Contracting, Budgets, Financial Analysis, Microsoft Excel, Cash Flow Forecasting, Financial Modeling, Data Analysis, DoD, Proposal Writing, Budget Forecasts, Cost Reporting, Cost Planning, Budget Proposals, Operating Budgets, Account Reconciliation, General Ledger, Security Clearance, Financial Variance..., Cost Variance Analysis, Impromptu, Capital Budgeting, Business Overhead..., Budget Monitoring, Budget Setting, Pricing, Costpoint, Contract Management, Excel models, MS Excel Pivot Tables, Contract Pricing, Revenue Forecasting, Target Costing, Grant Monitoring, Contract Negotiation, Accruals, Deltek, Finance, Sensitivity Analysis, Excel Dashboards, Data Mining, Federal Grant Management, Budgeting, Microsoft Access, Variance Analysis

Education
The College of Santa Fe
Master of Business Administration (MBA), Finance

The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration (BBA), Accounting

Ford Kinsey Ford Kinsey Pascagoula, Mississippi Details
Ford Kinsey's Charter Bank Experience January 2008 - Present
Job Chief Lending Officer at Charter Bank
Industry Financial Services
Experience
Charter Bank Biloxi,MS   January 2008 - Present
Charter Bank   January 2008 - Present

Skills
Mortgage Lending, Banking, Loans, Credit, Financial Analysis, Credit Analysis, Mortgage Banking, Commercial Banking, Retail Banking, Consumer Lending, Finance, Loan Origination, Commercial Lending, Financial Reporting, Risk Management, Credit Risk, FHA, Underwriting, Accounting, Small Business Lending

Education
University of Southern Mississippi   1987 — 1989
Bachelor of Science, Business Administration

Nathan Davaz Nathan Davaz Kenmore, Washington Details
Nathan Davaz's Charter Bank Experience September 2007 - September 2009
Job AVP, Deposit Projects Manager at Seattle Bank
Industry Banking
Experience
Seattle Bank  January 2010 - Present
Charter Bank   September 2007 - September 2009
First Independent Bank  April 2006 - August 2007

Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Risk Management, Portfolio Management, Financial Analysis, Cash Management, Customer Service, Microsoft Excel, Training, Vendor Management, Management, Auditing

Education
University of Washington   2009 — 2011
Bachelor of Science (BS), Law, Politics and the Economy

Bellevue College   2003 — 2005
Associate of Arts and Sciences (AAS), General Studies

Robert Valdiviez Robert Valdiviez Albuquerque, New Mexico Area Details
Robert Valdiviez's Charter Bank Experience June 1996 - June 2006
Job Banking Professional
Industry Banking
Experience
Bank of New Mexico - Grants State Bank- Gallup State Bank- Sunrise Bank of Albuquerque member FDIC   September 2014 - Present
Sunrise Bank of Albuquerque   June 2006 - May 2014
Charter Bank   June 1996 - June 2006
Mock Homes Associates, Inc.   June 1994 - June 1996
Atkinson & Co., Ltd   May 1993 - May 1994
First National Bank of Albuquerque   March 1987 - May 1993
First National Bank of Albuquerque   August 1980 - February 1987
Republic National Bank of Dallas   June 1975 - July 1980

Skills
Credit, Finance, Banking, Portfolio Management, Underwriting, Commercial Lending, Financial Analysis, Loan Origination, Construction Loans, Consumer Lending

Education
Pacific Coast Banking School   1989 — 1991
Post-graduate degree, Commercial Banking

The University of New Mexico   1973 — 1975
Master of Business Administration (MBA), Accounting and Finance

The University of New Mexico   1970 — 1974
Bachelor of University Studies, Business Admin, Economics, History

Highland High School
Diploma