CommerceWest Bank
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CommerceWest Bank Employees
Regents Bank December 2009 - Present
CommerceWest Bank July 2009 - December 2009
Discovery Bank January 2004 - July 2009
Jody's Baking Company March 1999 - May 2004
The Westwind Group January 1997 - August 1998
Bruegger's Bagels July 1993 - December 1996
First National Bank of Boston July 1987 - June 1993
Skills
Loans, Banking, Credit, Cash Management, Commercial Lending
Education
University of Colorado Boulder 2007 — 2009
Graduate Banking Degree, Banking
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science
Sunwest Bank June 2015 - Present
Sunwest Bank February 2015 - May 2015
CommerceWest Bank December 2013 - February 2015
ECCU April 2011 - December 2013
Bank of America September 2007 - April 2011
U.S. Bank formally PFF Bank & Trust September 2005 - September 2007
Bank of America January 2002 - September 2005
Skills
Banking, Commercial Banking, Fraud, Sales, Sales Operations, Due Diligence, Auditing, Loans, Compliance, Retail Banking, Commercial Lending, Financial Risk, Consumer Lending, Analysis, Financial Analysis, Leadership, AML, Anti Money Laundering, Internal Audit, Consulting, OFAC, Jack Henry, Global Vision, Risk Management
Education
California Baptist University 2010 — 2013
Bachelor of Arts (B.A.)
Youth Business Alliance September 2015 - Present
Pacific Premier Bank July 2015 - Present
CommerceWest Bank July 2014 - August 2015
Union Bank February 2013 - July 2014
Wells Fargo February 2011 - February 2013
Verizon Wireless August 2009 - February 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Small Business, Sales, Finance, Investments, Cross Selling, Investment Properties, Real Estate, Relationship Management, Cash Management, Deposits, Underwriting, Anniversaries, Financial Services, Residential Mortgages
Education
USC 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cal State Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Orange Coast College 2008 — 2013
Associate's degree, Business Administration and Management, General
Diamond Creek Capital, LLC March 2015 - Present
Austin Financial Services, Inc. March 2015 - Present
RED CAPITAL GROUP March 2014 - February 2015
Sunwest Bank March 2013 - March 2014
Sunwest Bank August 2006 - March 2013
CommerceWest Bank 2005 - 2007
Trutanich and Associates 2002 - 2003
Skills
Loans, Credit, Banking, Commercial Mortgages, Structured Finance, Portfolio Management, Lines Of Credit, Finance, Underwriting, Mergers & Acquisitions, Mortgage Lending, Commercial Banking, Commercial Lending, Credit Analysis, Risk Management, Mergers, Real Estate, Financial Modeling, Treasury Management, Loan Origination, Commercial Real Estate, Cash Management, Funding, Accounting, SBA, Small Business Lending, Seniors Housing, Investments, Financial Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2005
Business Administration, Finance
CommerceWest Bank June 2014 - Present
HSBC August 2009 - October 2013
JPMorgan Chase October 2004 - February 2009
Pioneer Electronics August 2003 - October 2004
Skills
Financial Modeling, Analysis, Finance, Management, Competitive Analysis, Financial Reporting, Budgets, Strategic Financial..., Program Management, Internal Controls, Accounting, Banking, Variance Analysis, Internal Audit, Human Resources
Education
University of California, Irvine 2001 — 2003
Master of Business Administration (MBA), Finance, General
Walker & Dunlop November 2014 - Present
Johnson Capital February 2007 - Present
CommerceWest Bank February 2005 - January 2007
Commercial Capital Bank August 2001 - February 2002
Skills
Cash Flow Analysis, Acquisition Analysis, Mortgage Lending, Argus Modeling, Instructor-led Training, Cash Flow, Business Valuation, Loans, Commercial Mortgages, Commercial Real Estate, Real Estate, Underwriting, Commercial Lending, Apartments, Propaganda, Real Estate Financing, Conspiracy, Real Estate Development, Disposition, Negotiation, Real Estate Transactions, Property Management, Investment Properties, Real Estate Economics, Investments, Finance, Investors, Brokerage, Leases, Banking, Location Intelligence, Due Diligence, Asset Management, Property, Refinance, Valuation, Financial Structuring, Structured Finance, Funding, Loan Origination, Capital
Education
CCIM Candidate 2008 — 2009
California State University-Fullerton
Bachelor of Science (BS), Finance
CTBC Bank January 2015 - Present
Valley Economic Development Center (VEDC) August 2010 - December 2014
CommerceWest Bank January 2010 - July 2010
First Private Bank and Trust February 2008 - August 2009
Valley Economic Development Center (VEDC) June 2005 - February 2008
Skills
Credit Risk, Credit Analysis, Portfolio Management, Program Management, Commercial Banking, Employee Management, Risk Management, Risk Analysis, Customer Service, Relationship Development, Business Analysis, Small Business, Small Business Lending, Asset Based Lending, Due Diligence, Hard Worker, Excel, Microsoft Excel, Underwriting, Finance, Banking, Credit
Education
University of Redlands School of Business 2010 — 2012
MBA, Finance
California State University-Northridge 2003 — 2005
B.S., Business Administration (Finance)
CommerceWest Bank July 2014 - Present
CommerceWest Bank April 2013 - July 2014
CommerceWest Bank February 2011 - April 2013
Downey Savings 2008 - 2009
Skills
Customer Service, Cash Management, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Team Leadership, Outlook, PowerPoint, Project Management, Data Entry, Account Management, Leadership, Strategic Planning, Training
Education
Azusa Pacific University 2011 — 2014
CommerceWest Bank July 2012 - April 2013
CommerceWest Bank October 2011 - June 2012
Gilmore Bank May 2009 - February 2010
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Vineyard Bank December 2001 - May 2009
Pacific Business Bank March 1998 - December 2001
Skills
Banking, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Management, Cross Selling, Financial Risk, ACH, Retail Banking, Financial Institutions, Training, Branch Banking, Deposits, Small Business Lending, Financial Analysis, Financial Services, Customer Service, Bank Secrecy Act, Escrow Banking, Property Management..., Account Analysis, Product Management, New Business Development, Relationship Management, OFAC, Payments, Sales, KYC, Remote Deposit Capture, Positive Pay, Business Proposals, Lockbox, Leadership
Education
Walnut High School 1991 — 1995
Diploma
Riverside City College
Pre-Nursing Studies
CommerceWest Bank August 2012 - Present
CommerceWest Bank June 2009 - Present
Bank of America January 2007 - June 2009
Skills
Banking, Retail Banking, Management, Credit Cards, Credit, Commercial Banking, Cash Management, CRM, Credit Risk, Risk Management
Education
Irvine Valley College
Wells Fargo Bank February 2013 - Present
Beijo, Inc October 2011 - December 2014
Dande Paws-4-Life Foundation February 2008 - July 2010
Tropical Beauty Inc September 2007 - July 2010
CommerceWest Bank September 2006 - September 2007
Washington Mutual Bank January 2001 - January 2006
Skills
Customer Service, QuickBooks, Finance, Public Relations, Sales, Microsoft Office, Social Media Marketing, Analytical Skills, 10 Key, Adobe Acrobat, Problem Solving, People-oriented, Public Speaking, Maximizer, Organizational..., Task Driven, Windows Vista, Fully bilingual Filipino, Outcome focused, Highly resourceful, Internet Explorer, Multi Tasking, Detail-oriented
Education
University of California, Davis 1999 — 2001
BA, Communications
Los Angeles Harbor College 1996 — 1999
Associate's degree, General Studies
First American Financial Corporation January 2015 - Present
Union Bank August 2011 - December 2014
CommerceWest Bank July 2010 - July 2011
Independence Bank July 2008 - May 2010
Capital Group May 2007 - March 2008
Skills
Accounting, Taxation, Enrolled Agent, Financial Modeling, Financial Analysis, Banking, Credit, Budgeting, Forecasting, QuickBooks, Drake Tax Software, Small Business Lending, Due Diligence
Education
Pursuing CPA and MS in Accounting
University of California, Irvine 2002 — 2006
Bachelor's Degree, Economics/Minor in Business Management
Ocean View High School
OneWest Bank July 2011 - Present
Nara Bank February 2010 - July 2011
CommerceWest Bank January 2009 - February 2010
Global World, Inc 2006 - 2009
PacifiCare 2002 - 2006
Skills
Vendor Management, Systems Analysis, Project Management, Process Design, Banking, Requirements Gathering, Business Analysis, Visio, SDLC, Risk Management, Business Requirements, Portfolio Management, Information Security, Analysis, Testing, Requirements Analysis, Process Improvement, User Acceptance Testing, IT Management, Enterprise Software, Leadership, Disaster Recovery, Business Intelligence, SharePoint, Integration, Software Project..., Business Process..., IT Strategy, Commercial Banking
Education
National University
MIS
Irvine Valley College
Computer Science
Northrop Grumman Corporation June 2013 - Present
University of Southern California March 2012 - May 2013
CommerceWest Bank June 2011 - March 2012
Montage Hotels & Resorts April 2008 - May 2011
Advanced Eye Medical Group December 2006 - June 2008
Oregon Daily Emerald April 2005 - June 2006
Olympian daily newspaper September 2005 - December 2005
Olympian daily newspaper May 2005 - September 2005
Skills
Event Planning, Marketing, Customer Service, Editing, Social Media, Microsoft Excel, Hospitality, Social Networking, Management, Microsoft Office, Outlook, Microsoft Word, Facebook, Time Management, Networking, PowerPoint, Research
Education
University of Oregon 2002 — 2006
BA, Journalism, news editorial, communications
Bend High School 1998 — 2002
Comerica Bank May 2011 - Present
SolomonEdwardsGroup January 2010 - May 2011
CommerceWest Bank July 2009 - May 2010
SolomonEdwardsGroup April 2009 - July 2009
First Business Bank April 2008 - December 2008
Discovery Bank June 2000 - December 2007
Rancho Bernardo Community Bank June 1997 - June 2000
Grossmont Bank 1997 - 1998
Bank of California 1992 - 1996
The Network company 1990 - 1992
Skills
Commercial Finance, Capital Raising, Real Estate, Business Development, Banking, Commercial Banking, Lines Of Credit, Underwriting, Loans, Start-ups, Financial Structuring, Funding, Cash Management, Investments, Mergers, Acquisitions, Management, Treasury Management, Corporate Finance, Real Estate Economics, Credit Analysis, Small Business Lending, Commercial Lending, Private Equity, Portfolio Management, Asset Based Lending, Due Diligence, Credit, Commercial Real Estate, Mortgage Lending, Mergers & Acquisitions, Loan Origination, SBA, Executive Management, Asset Managment, Public Speaking, Finance, Credit Risk, Small Business, Real Estate Financing, Financial Analysis, Asset Management, Mortgage Banking, Restructuring, Financial Modeling, Commercial Mortgages, Strategic Financial..., Risk Management, Valuation
Education
Pacific Coast Bank School 1999 — 2002
Banking
San Diego State University-California State University 1976 — 1983
Accounting and Finance
CommerceWest Bank March 2011 - Present
Pacific Mercantile Bank August 2009 - February 2011
East West Bank May 2001 - February 2009
Skills
Commercial Real Estate, Asset Based Lending, Commercial Lending, SBA, Commercial Mortgages, Loans, Commercial Banking, Small Business Lending, Lines Of Credit, Underwriting, Credit Analysis, Credit, Banking, Cash Management, Middle Market, Real Estate, Investments, Mortgage Lending, Treasury Management, Loan Origination, Portfolio Management, Funding, Consumer Lending, Credit Risk, Private Banking, Finance
Education
Bard College
BS, Economics
Onteora Central High School
Bachelor's degree, Business, Perfect
CommerceWest Bank February 2014 - Present
Evangelical Christian Credit Union 2003 - 2013
Evangelical Christian Credit Union 2000 - 2003
Skills
Commercial Lending, Client Relations Skills, Public Speaking, Workshop Facilitation, Loan Documents, Team Leadership, Loan Closings, Funding, Commercial Banking, Loan Origination, Underwriting, Construction Loans
Education
Biola University
Master of Divinity (MDiv)
California State University-Bakersfield
Bachelor of Arts (BA)
Burroughs High School
DE Jewelry August 2012 - Present
PwC August 2011 - July 2012
CommerceWest Bank July 2010 - June 2011
BNI Securities June 2008 - September 2008
Shoreline Community College March 2007 - May 2008
Skills
VBA, Portfolio Management, Visio, Microsoft SQL Server, MySQL, Derivatives, Valuation, Access, Finance, Visual Basic, Windows Server, Investments, Web Development, C++, Data Analysis, Financial Analysis, Active Directory, Microsoft Office, Financial Reporting, Microsoft Excel, Internal Audit, Internal Audit..., Compliance SOX, Multiples, Business Analysis, Corporate Finance
Education
Shanghai Normal University 2012 — 2013
Associate's degree, Chinese Language and Literature
University of Washington 2008 — 2010
Bachelor's degree, Finance, General
University of Washington 2008 — 2010
Bachelor's degree, Management Information Systems, General
BB&T March 2013 - Present
BB&T July 2011 - Present
CommerceWest Bank February 2010 - April 2010
Alliance Bank January 2007 - February 2009
Alliance Bank October 2004 - January 2007
Alliance Bank August 2004 - October 2004
Skills
Banking, Loans, Credit, Risk Management, Commercial Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Loan Origination, Commercial Mortgages, Credit Risk, Customer Service, Portfolio Management, Financial Analysis, SBA, Asset Based Lending
Education
Salisbury University 2001 — 2003
Elementary Education
American Bankers Association
Work Experience
South County Bank June 2013 - Present
CommerceWest Bank May 2009 - May 2013
Partners Bank of California July 2008 - April 2009
Stearns Bank September 2003 - June 2008
China Construction Bank October 1996 - August 2001
Skills
Credit Administration, Credit Structure and..., Commercial Loan..., Commercial Loan Policy..., SBA Liquidation and..., Credit Portfolio..., Commercial & Industrial..., Commercial Real Estate..., SBA 7a, SBA Express,..., Credit Risk Management, Credit Concentration..., Credit, Commercial Lending, Credit Risk
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Finance
Huazhong University of Science and Technology
B.S., Economics
City of Downey - Public Facilities Financing Corporation January 2009 - Present
La Amapola, Inc. June 2008 - Present
Santa Fe Springs Chamber of Commerce January 2009 - April 2012
Regional Hispanic Chamber of Commerce November 2008 - January 2012
Regional Hispanic Institute November 2008 - January 2012
CommerceWest Bank April 2008 - June 2008
CalNational Bank February 2007 - February 2008
Wells Fargo SBA Lending June 2005 - June 2006
Wells Fargo November 2002 - June 2005
Skills
Commercial Banking, Community Outreach, Finance, Leadership, Small Business
Education
University of California, Riverside 1987 — 1989
BA, Political Science
Grant Thornton LLP April 2015 - Present
Carlisle & Gallagher Consulting Group February 2014 - December 2014
PwC December 2009 - May 2013
CommerceWest Bank 2007 - 2009
First Bank June 1997 - May 2007
Bank of America (formerly Security Pacific National Bank) July 1981 - June 1988
Skills
Banking, Credit, Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Internal Controls, Loans, Financial Reporting, Financial Risk, Financial Services, Management, Credit Analysis, Cash Management, Credit Risk, Corporate Finance, Finance, Treasury Management, Due Diligence, Valuation, Auditing, Mergers & Acquisitions, Commercial Lending, Sarbanes-Oxley Act, Asset Management, Accounting, Commercial Banking, Credit Management
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Business/Managerial Economics
Banc of California June 2015 - Present
State Bank of India (California) October 2013 - June 2015
B-J-M Consulting April 2012 - October 2013
Financial Tools, Inc. July 2011 - February 2012
Citizens Business Bank December 2010 - July 2011
Self-employed May 2010 - December 2010
Plaza Bank March 2005 - April 2010
CommerceWest Bank June 2001 - March 2005
1st Business Bank June 1996 - May 2001
Standard Chartered Bank 1990 - 1996
Skills
Financial Reporting, Regulatory Reporting, Budget Process, IT Support, Forecasting, Financial Analysis, SEC Financial Reporting, ALCO, Internal Controls, Microsoft Office
Education
University of Southern California - Marshall School of Business 1981 — 1984
MBA
California State University-Northridge 1974 — 1978
BS
Broadway Federal Bank July 2013 - Present
Plaza Bank May 2013 - June 2013
U.S Employment Development Lending Center (USEDLC) April 2012 - March 2013
Pacific Enterprise Bank December 2011 - April 2012
South County Bank July 2010 - December 2011
CommerceWest Bank September 2009 - February 2010
Advantage Certified Development Corporation July 2005 - January 2009
Skills
Public Relations, Microsoft Office, Office Administration, Money Handling, Customer Relations, Cash Management, Financial Analysis, Typing, Appointment Scheduling, Microsoft Excel, Microsoft Word, Notary Public, LaserPro Software, Loans, T-Soft Software, File Management, Creative Problem Solving, Fast-paced, Fast Learner, Gold Track Software -..., Credit Analysis, Commercial Lending
Education
California State Dominguez Hills 2005 — 2008
Bachelor of Arts, Finance
Long Beach City College 2002 — 2005
Associates of Arts, Accounting
CommerceWest Bank September 2012 - Present
Pacific Premier Bank June 2010 - August 2012
Premier Mounts August 2004 - May 2010
PwC Consulting September 2000 - October 2001
Ernst & Young 1996 - 2000
Skills
Human Resources, Employee Relations, Employee Benefits, Organizational..., Organizational..., Strategic Planning, Coaching, Payroll, Benefits Administration, Events, HRIS, Safety, Training, Writing, CRM, Program Management, Banking, Leadership, Mergers & Acquisitions, Analysis, Team Building, Management, Recruiting, Talent Management, Employee Engagement, Succession Planning, Personnel Management, Talent Acquisition, Onboarding, Deferred Compensation
Education
University of Miami 1987 — 1989
Bachelor of Science (BS), Chemical Dependency Counseling
CommerceWest Bank June 2014 - Present
Boeing October 2011 - June 2014
Alcone Marketing Group June 2010 - August 2011
RMA Land Construction, Inc. June 2008 - June 2010
GMAC Commercial Mortgage August 2002 - June 2008
Trimedyne 2000 - 2001
Skills
Active Directory, Microsoft Exchange, VMware, Windows Server, Virtualization, VMware ESX, SAN, Cisco Technologies, Citrix, Windows, SharePoint, Microsoft SQL Server, Troubleshooting, System Deployment, Storage Area Networks, IT Management, Cloud Computing, Technical Support, Lotus Notes, DNS, Group Policy, IIS, Firewalls, Blackberry Enterprise..., Network Security, VPN, DHCP, System Administration, Network Administration, vSphere, Microsoft Technologies, Backup Exec, Server Architecture, Servers, XP, TCP/IP, Security, VMware Infrastructure, VMware Workstation, VMware View, Networking, HP, Juniper, SCOM, ASA, ITIL
Education
California State University-Fullerton 2000 — 2004
B.A., Management Information Systems
CommerceWest Bank June 2014 - Present
CommerceWest Bank October 2013 - May 2014
University of California, Riverside September 2012 - December 2012
Skills
Banking, Financial Modeling, Economics, Microsoft Office, Risk Management, Financial Reporting, Capital Markets, Accounting, Equities, Credit Analysis, Financial Accounting, Business Analysis, Financial Services, Financial Risk, Commercial Banking, Public Speaking, Customer Service
Education
University of California, Riverside 2009 — 2013
Bachelor of Arts (BA), Economics
Wells Fargo July 2014 - September 2014
Valley National Bank August 2011 - April 2014
TD Bank 2008 - 2009
CommerceWest Bank 2007 - 2008
Skills
Banking, Customer Service, Retail Banking, Commercial Banking, Microsoft Word, Finance, Loans, Consumer Lending, Commercial Lending, Cash Management, Credit, Mortgage Lending, Financial Analysis, Credit Risk, Credit Analysis, Credit Cards, Cross Selling, Payments, Microsoft Excel, Portfolio Management
Education
Saddleback College 2004 — 2008
Associate's degree, Communications
CommerceWest Bank November 2014 - Present
Bank of America January 2014 - November 2014
Bank of America July 2010 - January 2014
Bank of America November 2009 - July 2010
Bank of America October 2008 - November 2009
Skills
team lead, Team-oriented, Retail Banking, Banking, Customer Service, Customer Satisfaction, Customer Retention, Operations Management, Sales Management, Highly motivated..., Coaching Staff, Sales Operations, Financial Regulation, Highly Detailed, Microsoft Office, Proficient Typing Skills, Positive Can-do Attitude, Coaching, Commercial Banking, Cash Management, Credit, Leadership, Loans, Management, Team Leadership, Sales
Education
Sonoma State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Community Bank August 2015 - Present
CommerceWest Bank October 2013 - August 2015
Evangelical Christian Credit Union November 2007 - October 2013
PFF Bank & Trust March 2004 - November 2007
Foothill Independent Bank November 2002 - April 2004
Universal Bank May 2001 - November 2002
US Bank September 1999 - May 2001
U.S. Bank April 1999 - May 2001
Eagle Community Credit Union April 1997 - April 1999
Long Beach Veterans Assistance Medical Center FCU September 1995 - April 1997
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Mortgage Lending, Budgets, Project Management, Portfolio Management, Strategy, Commercial Mortgages, Sales, Financial Analysis, Cash Management, Sales Management, New Business Development, CRM, Management, Finance, Business Development, Strategic Planning, Risk Management, Leadership, Credit, Negotiation, Small Business Lending, Underwriting, Coaching, Relationship Management, Lines Of Credit, Business Planning, Selling, Loan Origination, Credit Analysis, Consumer Lending, Executive Management, SBA, Branch Management, Asset Based Lending, Investments, Cross Selling
Education
California State University-Fullerton 1994 — 1997
Sociology, Economics, 3.4
Fullerton College 1991 — 1994
AA, Economics, Psychology
CommerceWest Bank July 2014 - January 2015
Fiamma Inc. February 2010 - July 2014
Wachovia January 2007 - January 2010
Wachovia, A Wells Fargo Company September 1993 - January 2010
Bank Of America January 2005 - 2007
Skills
Lines Of Credit, Commercial Mortgages, FHA, Private Banking, Cash Management, Financial Services, Loan Origination, Risk Management, Credit Risk, Series 7, Underwriting, Treasury Services, Retail Banking, Series 63, Wealth Management
Education
MBA 1998 — 2000
Marketing, Business Finance
University of La Verne 1990 — 1992
BS, Business Administration
Community Bank July 2014 - Present
Newport Private Bank January 2013 - March 2014
CommerceWest Bank March 2005 - December 2012
Skills
Commercial Banking, Loans, Credit Analysis, Commercial Lending, Credit, Private Banking, Small Business Lending, Financial Analysis, Commercial Mortgages, Loan Origination, Underwriting
Education
California State University-Fullerton
Business Administration and Management, General
CommerceWest Bank August 2014 - Present
Kelly Services June 2014 - August 2014
Chase October 2013 - June 2014
Chase February 2012 - October 2013
Chase July 2009 - February 2012
Starbucks February 2008 - October 2009
Skills
Retail Banking, Multi Tasking, Office Administration, Operations Management, Customer Retention, Management, Loans, TIme Management, Problem Solving, Close Attention to..., Customer Service, Customer Satisfaction, Office Management, Sales, Time Management, Customer Experience, Outlook, Leadership, Banking, Cross Selling, Call Centers, Credit, Teamwork, Finance, Consumer Lending, Training, Data Entry, Auditing, Lines Of Credit
Education
University of California, Irvine 2007 — 2011
Foothill Unity Center August 2015 - Present
Forest Home Christian Camp November 2014 - July 2015
CommerceWest Bank February 2014 - October 2014
Evangelical Christian Credit Union - ECCU July 2008 - February 2014
Calvary Chapel WestGrove 1997 - 2008
Skills
Relationship Management, Ministry Development, Christian Ministry, Compassion, Fundraising, Banking
Education
California State University-Dominguez Hills
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CommerceWest Bank April 2015 - Present
Simplicity Bank July 2012 - April 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Management, Marketing, Finance, Banking, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of California, Irvine 2006 — 2011
Bachelor's degree, Business Economics
Pacific Life September 2014 - Present
St. Joseph Health October 2011 - September 2014
Lender Processing Services, Inc. (LPS) April 2010 - April 2012
CommerceWest Bank August 2005 - April 2010
Skills
Disaster Recovery, Citrix, Active Directory, Servers, VMware ESX, VMware, Windows Server, Virtualization, Citrix Metaframe, Group Policy, vSphere, VDI, SCCM, Server Architecture, VMware Infrastructure, SAN, DNS, Microsoft Exchange, DHCP, Cluster, NetApp, Data Center, System Deployment, Storage Area Networks, Microsoft Technologies, HP, Dell PowerEdge Servers, Hardware, Integration
Education
University of California, Irvine
Northrop Grumman Aerospace System May 2012 - Present
Naval Facilities Expeditionary Logistics Center May 2011 - March 2012
Naval Mobile Construction Battalion FIVE April 2009 - April 2011
JOVAL Production October 2006 - April 2009
EXPO Call Center April 2007 - July 2008
CommerceWest Bank October 2005 - October 2006
Education
Keller Graduate School of Management of DeVry University
Master of Science (M.S.), Management Information Systems, Security
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Sustainability Management
2012 — 2013
Master of Project Management
Art Insitute of Los Angeles
Bachelor of Science, Video Production/Cinematography
US Metro Bank March 2014 - Present
Wilshire State Bank November 2013 - March 2014
Saehan Bank December 2012 - November 2013
CommerceWest Bank March 2011 - August 2011
Desert Commercial Bank March 2009 - September 2010
Baltes & Associates, CPAs July 2007 - March 2009
Wells Fargo May 2006 - July 2007
Century Theatres July 2002 - May 2006
Skills
Credit, Loans, Commercial Lending, Underwriting, Finance, Financial Analysis, Portfolio Management, Banking, Mortgage Lending, Credit Analysis, Loan Origination
Education
California State University-San Bernardino 2004 — 2007
Bachelors of Science, Business Administration (Accounting)
College of the Desert 2000 — 2003
Associate of Arts, Liberal Arts
Palm Springs High School 1997 — 2000
General Education
Experience Unlimited Irvine Chapter 2012 - 2013
CommerceWest Bank September 2008 - June 2011
Cal National Bank 2006 - 2008
Del Mar Realty & Investments 2002 - 2006
U. S. Bank, formerly Southern California Bank, formerly National Bank of Southern California 1995 - 2002
Wells Fargo 1994 - 1995
Coldwell Banker Residential Brokerage 1991 - 1993
Huntington National Bank CA 1990 - 1991
Liberty National Bank 1988 - 1990
Security Pacific National Bank 1981 - 1988
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Commercial Mortgages, Asset Based Lending, Small Business Lending, Banking, Credit Analysis, Lines Of Credit, Underwriting, Real Estate, SBA, Cash Management, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Commercial Real Estate, Risk Management, Marketing, Sales, Cash Flow, Small Business, Training, Loan Origination, Consumer Lending, Management, Business Development, Investment Properties, Relationship Management, Finance, Referrals, Refinance, Treasury Management, Construction Loans, Mortgage Banking, Investments, Real Estate Financing
Education
California State University-Los Angeles
B.S. Business Administration, Specialization in Finance
Partners Bank of California May 2015 - Present
Partners Bank of California April 2013 - Present
Commercial Bank of Ca-Temp December 2012 - March 2013
Plaza Bank January 2012 - November 2012
Grandpoint Bank June 2010 - December 2011
International City Bank June 2009 - January 2010
Pacific Premier Bank May 2006 - June 2009
CommerceWest Bank July 2003 - May 2006
US Bank June 1990 - February 2003
Skills
Loans, Credit, Credit Analysis, Commercial Lending, Financial Analysis, Underwriting, Portfolio Management, Loan Servicing, Real Estate, Funding, Commercial Banking, Small Business Lending, Banking, Commercial Mortgages, Credit Risk, Auditing, Mortgage Lending, Analysis, Lines Of Credit, Loan Origination, Finance, SBA, Asset Based Lending, Cross Selling, Relationship Management, Risk Management, Financial Services, Payments
Education
Los Angeles City College 1990 — 1991
Certificate, Accounting I
El Camino College 1989 — 1990
Certificate, Commercial & Consumer Lending
Anaheim Union High
Saint Investment Group July 2015 - Present
RAD & Associates May 2011 - Present
Liberio Realty June 2011 - June 2013
REIA Digest February 2011 - June 2012
Roozt.com May 2010 - October 2010
Federal Direct Funding 2008 - 2008
Alternative Earth Systems June 2001 - June 2006
CommerceWest Bank 2006 - 2006
Skills
Real Estate Investor, Real Estate, Commercial Leasing, Entrepreneurship, Online Marketing, Start-ups, Online Advertising, Marketing Strategy, Social Networking, Social Media Marketing, Marketing, Investment Properties, Facebook
Education
Department Of Real Estate 2012 — 2012
CA Real Estate Broker's License
Loyola Marymount University, College of Business Administration 2006 — 2010
Bachelor's Degree, Business Finance, English Writing
CommerceWest Bank July 2013 - April 2014
Bank of the West April 2006 - June 2013
Home Depot 2004 - 2006
All Electronics Copr 1999 - 2004
Skills
Cash Management, QuickBooks, Customer Service, Risk Management, Sales, Banking, Financial Services, Credit Cards, Cash Flow, Microsoft Word, Deposits, Credit, Microsoft Excel, Loans, Finance, Financial Analysis, ACH, Portfolio Management, Cross Selling, Commercial Banking, Treasury Management
Education
Orange Coast College
Undecided
Mavenlink July 2015 - Present
Simply Sweet Weddings February 2013 - Present
CommerceWest Bank July 2013 - June 2015
Xelleration LLC May 2012 - July 2013
Xelleration LLC June 2011 - July 2013
Wells Fargo Bank August 2007 - June 2011
Education
California State University-Fullerton 2007 — 2011
Bachelor
California State University-Long Beach 2012 — 2012
Meeting and Event Planning Certificate Program
CommerceWest Bank June 2014 - Present
Banc of Calif fka Pacific Trust Bank April 2013 - May 2014
Opus Bank April 2011 - April 2013
Saigon National Bank January 2008 - April 2010
Standard Pacific Mortgage September 2006 - December 2007
New Century Mortgage Corporation June 2004 - September 2006
Impac Mortgage Corporation January 2004 - May 2004
Skills
Financial Analysis, General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accruals, Invoicing, Journal Entries, Payroll
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2003
CommerceWest Bank July 2013 - Present
Opus Bank March 2011 - July 2013
Saigon National Bank February 2008 - July 2010
First Vietnamese American Bank October 2006 - November 2007
Washington Mutual Bank - MFL Fannie Mae August 2005 - October 2006
Washington Mutual Bank - Community Lending April 2001 - August 2005
FANCL International March 2000 - April 2001
Aurora Corp of America October 1998 - March 2000
Target November 1991 - May 1999
Skills
Commercial Lending, Commercial Banking, Data Entry, Customer Service
Education
California State University-Fullerton 1993 — 1998
Bachelor of Arts (BA)
Pacific Enterprise Bank 2009 - Present
American Business Bank 2006 - 2007
CommerceWest Bank 2002 - 2006
Mellon 1st Business Bank October 1996 - April 2002
First Interstate Bank 1988 - 1996
Skills
Commercial Banking, Customer Service, Banking, Microsoft Excel, Microsoft Word, Process Improvement, Operations Management, Project Management, Microsoft Office, Team Building
Education
California State University-Long Beach 1993 — 1995
Bachelor's degree, Dietetics/Dietitian
Self Employed 2015 - Present
Total Woman Gym + Spa June 2004 - May 2015
Equinox February 2013 - December 2014
Plaza Bank August 2006 - July 2014
CommerceWest Bank January 2004 - August 2007
Skills
Operations Management, Process Improvement, Banking, Customer Relations, Team Leadership, Problem Solving, Cash Management, Customer Service, Risk Management, Commercial Banking, Financial Analysis, Portfolio Management, Retail Banking, Management, Project Management, Vendor Management, Strategic Planning, Leadership, Internet Banking, Team Building, Consumer Lending, Credit Risk, Core Banking, Small Business Lending, Underwriting, Cross Selling, Credit Analysis, Financial Risk, Financial Modeling, Relationship Management, Loans, Wealth Management, Investments, GLBA, Credit, ACH, Loan Origination, Business Analysis, Finance, Operational Risk..., Treasury Management, Mortgage Lending, Commercial Lending, IT Management, Budgets, Financial Services, Private Banking, Operational Risk, Due Diligence, Insurance
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Information Systems Management, Information Security
California State University-Long Beach - College of Business Administration 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
California Republic Bank December 2014 - Present
CommerceWest Bank January 2013 - December 2014
Merchants Bank of California November 2011 - December 2012
Merchants Bank of California October 2010 - November 2011
Loma Linda University Medical Center January 2010 - November 2011
Vineyard Bank September 2002 - December 2009
Net 10 Technologies, Inc. June 1999 - August 2002
Net 10 Technologies, Inc. June 1998 - May 1999
Skills
Tenacious Work Ethic, Persistence, Integrity, Troubleshooting, Exceptional verbal and..., Effective motivational..., High customer service..., Mentoring Of Staff, Collaborative Leadership, compassionate, Adobe Acrobat, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Internet, Research, Adaptability, Learn New Software..., highly organized, efficient, Banking, Commercial Banking, Compassion, Time Management, Credit, Loans
Education
University of California, Riverside 1987 — 1991
Bachelor of Arts (B.A.), Business Economics
Net 10 Technologies, Inc.
Certification, Computer Software and Media Applications
Pacific Premier Bank March 2015 - Present
CommerceWest Bank 2013 - 2013
Wachovia/Wells Fargo Bank November 2002 - August 2009
Sanwa Bank July 2000 - October 2002
Downey Savings July 1998 - July 2000
Wells Fargo Bank January 1998 - January 2000
Skills
Notary Public, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Financial Services, Human Resources, Portfolio Management, Sales, Sales Management, Underwriting, Branch Management, Management, Credit Analysis, Retail Banking, Risk Management, Credit
Education
University of Phoenix 2000 — 2005
BA, Education
University of Phoenix 1998 — 2002
Masters, Organizational Management.
California State University-Long Beach 1991 — 1995
Bachelor's degree, Art/Art Studies, General
Palm desert high school
US Bank October 2006 - Present
CommerceWest Bank 2003 - 2006
Education
California State University-Fullerton 2001 — 2007
CommerceWest Bank September 2001 - Present
Skills
MDA, Loans, Consulting, Banking, Options, Portfolio Management, Business Process..., Strategies, Asset Based Lending, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Loan Origination, Credit, Lines Of Credit, Real Estate Economics, Real Estate, Treasury Management, Private Banking, Due Diligence, Entrepreneurship, Financial Structuring, Small Business, Underwriting, Management, SBA, Marketing, Risk Management, Executive Management, Credit Risk, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Commercial Finance, Cash Management, Real Estate Financing, ACH, Funding, Commercial Real Estate, Retail Banking, Consumer Lending, Financial Risk, Financial Analysis, Finance, Factoring, Financial Institutions, Trade Finance, Mortgage Banking, Financial Modeling
Education
California State University-Fullerton - College of Business and Economics
BA, Business, Marketing
CommerceWest Bank July 2015 - Present
CommerceWest Bank September 2013 - June 2015
City National Bank June 1999 - July 2013
Santa Monica Bank September 1993 - June 1999
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Asset Based Lending, Middle Market, Negotiation, Cash Flow, Credit Risk, Treasury Management, Commercial Mortgages, SBA, Financial Analysis, Portfolio Management
Education
University of Southern California 1969 — 1971
Master's degree, Economics
University of Pittsburgh 1965 — 1969
Bachelor's degree, Economics
CommerceWest Bank September 2014 - Present
ECCU March 1998 - August 2014
Joshua's Christian Stores September 1992 - March 1998
US Army April 1989 - April 1992
Skills
Word, Loan Modifications, Excel, PowerPoint, Microsoft Office, Loans, Workout, Non-profits, Outlook, Windows, English, Title Insurance, Adobe Acrobat, Mortgage, Loss Mitigation, Credit, Escrow, Real Property, Customer Service, Public Speaking, Microsoft Word, Banking, Mortgage Lending, Sales, Commercial Lending, Investments, Customer Satisfaction, Real Estate, Credit Analysis, Commercial Banking, Leadership, Underwriting, Loan Origination, Small Business Lending, Training, Commercial Mortgages, Cash Management, Credit Unions, Financial Analysis, Risk Management, Finance, Relationship Management, Portfolio Management
Education
Azusa Pacific University 2005 — 2006
Bachelor of Science, Organizational Leadership
Fullerton College 1998 — 2001
Associate of Science, Paralegal Studies
Farmers & Merchants Bank of Long Beach August 2014 - Present
CommerceWest Bank March 2010 - July 2014
Merchants Bank of California May 2008 - March 2010
Comerica Bank February 2007 - April 2008
Legacy Bank March 2005 - October 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Credit Risk, Banking, Loans, Lines Of Credit, Credit, Cash Management, Commercial Mortgages, Underwriting, SBA, Asset Based Lending
Education
San Jose State University 2003 — 2006
Bachelor of Science, Business Finance
Post Foods August 2014 - Present
Post Foods October 2013 - August 2014
Post Foods May 2012 - October 2013
Abbott April 2009 - March 2012
CommerceWest Bank April 2007 - May 2009
CommerceWest Bank - Irvine, CA 2007 - 2009
Skills
Customer Service, Banking, Marketing, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Team Building, Finance, Process Improvement, Project Management, Data Analysis, Financial Analysis, Business Development, Forecasting, Sales, Management
Education
University of California, Irvine 2005 — 2007
Bachelors Degree in Humanities, English
University of California, Irvine 2005 — 2007
Humanities/Humanistic Studies
Merchants Bank of California, NA 2015 - Present
CommerceWest Bank 2014 - 2015
Citibank (Banamex USA) 2013 - 2014
Opus Bank 2011 - 2013
Union Bank 2009 - 2011
Wachovia 2007 - 2009
USBank 2005 - 2007
First Federal Bank of California 2004 - 2005
PFF Bank & Trust 2001 - 2004
Skills
Customer Service, Banking, Leadership, Notary Public, Sales Management, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Retail Banking, Credit, Lines Of Credit, Credit Analysis, Customer Retention, Financial Services, Loan Origination, Mortgage Lending, Branch Banking, Commercial Banking, Finance, Mortgage Banking, Cross Selling, Treasury Management
Education
Mt. San Antonio College
OptumRx August 2011 - Present
Federal Deposit Insurance Corporation (FDIC) May 2010 - August 2011
CommerceWest Bank May 2004 - May 2010
Education
California State University-Fullerton 2011 — 2011
Project Management
California State University-Fullerton 1998 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
CommerceWest Bank 2013 - Present
Business Roundtable 2015 - 2015
JP Morgan Chase September 2007 - January 2013
BNY Mellon-New York, NY July 1997 - September 2007
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Portfolio Management, Credit Analysis, Management, Relationship Management, Sales, Small Business Lending, Retail Banking, Mortgage Lending, Financial Services, Finance, Financial Analysis, Credit Risk, Risk Management
Education
St. Lawrence University 1985 — 1989
Bachelor of Arts, Government
Union Bank September 2014 - Present
CommerceWest Bank March 2014 - September 2014
Bank of the West June 2008 - March 2014
Remax Business February 2007 - May 2008
Union Bank August 2005 - February 2007
Bank of the West August 2001 - August 2005
Skills
Notary Public, REO, Foreclosures, Short Sales, Sellers, Customer Service, 10 Key, Microsoft Word, Microsoft Excel, PowerPoint, Outlook Express, Commercial Banking, Treasury Management, Cash Management, First Time Home Buyers, Banking, Sales, Investment Properties, Real Estate, Credit, Loans, Investments
Education
Cerritos College 2011 — 2013
CommerceWest Bank March 2007 - Present
Education
La Jolla High School
UC Irvine
Cal Premium Treats, Inc. September 2014 - Present
Newport Private Bank, a division of San Diego Private Bank January 2013 - Present
CommerceWest Bank July 2011 - January 2013
California United Bank` July 2010 - July 2011
CommerceWest Bank 2008 - 2010
Cal National BankO 2006 - 2008
U.S. Bank 2003 - 2005
Wells Fargo 1996 - 2005
Wells Fargo 1994 - 1996
Skills
Risk Management, Marketing, Customer Service, Team Building, Portfolio Management, Commercial Mortgages, Asset Based Lending, Microsoft Office, Credit Risk, New Business Development, Credit, Underwriting, Cash Management, Treasury Management, Financial Risk, Mortgage Lending, Loan Origination, Consumer Lending
Education
College of St. Catherine 1985 — 1990
Bachelor of Arts (B.A.), International Business and Economics
American University of Paris 1988 — 1989
CommerceWest Bank April 2012 - Present
ComerceWest Bank April 2012 - Present
Comerica Bank July 2007 - April 2012
US Bank June 2000 - July 2007
Skills
Commercial Banking, Commercial Lending
Education
San Diego State University-California State University 1975 — 1978
Bachelor, Business
CommerceWest Bank November 2014 - Present
Kareo February 2012 - November 2014
U.S. Bank January 2004 - February 2012
Islands Restaurants May 2000 - January 2004
Skills
Notary Public, Customer Service, Salesforce.com, SharePoint, Lotus Notes, Outlook, ANSI, EDI, Customer Satisfaction, Account Management, Troubleshooting, Sales, Interviews, Management, Call Centers, Software Documentation, Process Improvement, Team Leadership, Access, Data Entry, Team Building, Customer Retention, Time Management, CRM, Cold Calling, Coaching, Networking
Education
California State University-Fullerton 2005 — 2008
Bachelor of Arts, History and Anthropology
Orange Coast College 2001 — 2005
General Education
Edward Jones March 2014 - November 2014
Western Federal Credit Union February 2013 - September 2013
CommerceWest Bank October 2010 - December 2012
OneWest Bank/La Jolla Bank October 2006 - November 2010
Bank of America November 2005 - October 2006
Wells Fargo February 2004 - October 2005
Wells Fargo January 1992 - February 2004
Education
University of Arizona 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance