Charter Bank
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Charter Bank Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Charter Bank August 2013 - Present
Enterprise Rent-A-Car January 2006 - August 2013
Education
University of Mississippi 2001 — 2005
Managerial Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Charter Bank December 2005 - Present
Manufacturers Bank April 1999 - April 2004
Education
California Culinary Academy 1999 — 2001
Culinary Arts
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
Poms & Associates November 2007 - Present
Charter Bank 2005 - October 2007
Education
The University of New Mexico 1999 — 2004
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
Charter Commercial Mortgage May 2001 - Present
Charter Bank November 1999 - May 2001
Education
Colorado State University-Pueblo 1992 — 1994
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
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
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
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
Charter Bank Personal BankerCharter Bank2007 - 2009
Charter Bank 2007 - 2009
Education
Des Moines Area Community College 1979 — 1981
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
Charter Bank April 2007 - Present
Community Bank, Nevada, IA February 1997 - April 2007
Education
Iowa State University 1981 — 1985
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
Charter Bank EMTAlbuquerque AmbulanceApril 2001 - January 2007
Education
Indiana University Bloomington 1981 — 1985
BA, Speech and Hearing
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
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
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
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
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
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
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
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
Charter Bank 2007 - Present
First National Bank of Waseca June 2003 - May 2007
Education
Minnesota State University, Mankato
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
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
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
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
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
Charter Bank
Skills
Sales, Training
Education
St. Edward's University
Bachelor of Science (B.S.), Business, Business Administration and Management, General
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
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
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
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
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