Excel National Bank
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Excel National Bank Employees
Employee
Years
Job
Industry
Kate Miller Kate Miller's Excel National Bank Experience 2007 - 2010
Job Premier Valley Bank SBA Commercial Lending Officer
Industry Banking
Experience
Premier Valley Bank September 2010 - Present
Excel National Bank 2007 - 2010
Mission Oaks National Bank 2004 - 2007
Comerica Bank 2000 - 2003
Regency Bank 1998 - 2000
Regency Bank 1996 - 1998
ValliWide Bank 1994 - 1996
Skills
Refinance, Commercial Lending, Finance, SBA, Community Outreach, Fundraising, Credit, Funding, Nonprofits, Volunteer Management, Leadership, Grants, Public Speaking, Community Development, Banking, SBA 504, Real Estate, Customer Service, Team Building, Marketing, Sales, New Business Development, Credit Analysis, Microsoft Office, Commercial Banking, Small Business Lending
Education
Fresno Pacific University 1997 — 1999
Bachelor of Arts (B.A.), Management and Organizational Development
Premier Valley Bank September 2010 - Present
Excel National Bank 2007 - 2010
Mission Oaks National Bank 2004 - 2007
Comerica Bank 2000 - 2003
Regency Bank 1998 - 2000
Regency Bank 1996 - 1998
ValliWide Bank 1994 - 1996
Skills
Refinance, Commercial Lending, Finance, SBA, Community Outreach, Fundraising, Credit, Funding, Nonprofits, Volunteer Management, Leadership, Grants, Public Speaking, Community Development, Banking, SBA 504, Real Estate, Customer Service, Team Building, Marketing, Sales, New Business Development, Credit Analysis, Microsoft Office, Commercial Banking, Small Business Lending
Education
Fresno Pacific University 1997 — 1999
Bachelor of Arts (B.A.), Management and Organizational Development
Stan Salter's Excel National Bank Experience October 2006 - April 2007
Job Senior Account Executive at Velocity Mortgage Capital 8185323716
Industry Commercial Real Estate
Experience
Velocity Mortgage Capital January 2013 - Present
Success Capital September 2007 - December 2008
Excel National Bank October 2006 - April 2007
Velocity Commercial Capital August 2004 - October 2006
Telecommunications Sales (various) February 1999 - August 2004
Financial Services (various) February 1994 - March 1998
Skills
Investment Properties, Real Estate Economics, Loans, Commercial Mortgages, Commercial Real Estate, Investments, Real Estate Financing, Mortgage Lending, Loan Origination, Real Estate, Finance, Mortgage Banking, Banking, Real Estate Transactions, Public Speaking, Customer Service, Portfolio Management, Underwriting
Education
University of California, Los Angeles 1986 — 1991
Velocity Mortgage Capital January 2013 - Present
Success Capital September 2007 - December 2008
Excel National Bank October 2006 - April 2007
Velocity Commercial Capital August 2004 - October 2006
Telecommunications Sales (various) February 1999 - August 2004
Financial Services (various) February 1994 - March 1998
Skills
Investment Properties, Real Estate Economics, Loans, Commercial Mortgages, Commercial Real Estate, Investments, Real Estate Financing, Mortgage Lending, Loan Origination, Real Estate, Finance, Mortgage Banking, Banking, Real Estate Transactions, Public Speaking, Customer Service, Portfolio Management, Underwriting
Education
University of California, Los Angeles 1986 — 1991
Kay Wodetski Kay Wodetski's Excel National Bank Experience February 2007 - December 2008
Job Vice President/Sr. Loan Underwriter at First Community Bank
Industry Financial Services
Experience
Plumas Bank December 2011 - November 2014
North Valley Bank November 2010 - November 2011
Excel National Bank February 2007 - December 2008
Community West Bank September 1999 - February 2007
First Union Small Business Capital August 1995 - September 1999
Skills
Loans, Underwriting, Credit, SBA, Analysis, Management, USDA, Business, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Commercial Mortgages, Financial Analysis, Refinance, Loan Origination, Portfolio Management
Education
Illinois State University 1973 — 1976
B.S., Business Administration/Finance
Plumas Bank December 2011 - November 2014
North Valley Bank November 2010 - November 2011
Excel National Bank February 2007 - December 2008
Community West Bank September 1999 - February 2007
First Union Small Business Capital August 1995 - September 1999
Skills
Loans, Underwriting, Credit, SBA, Analysis, Management, USDA, Business, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Commercial Mortgages, Financial Analysis, Refinance, Loan Origination, Portfolio Management
Education
Illinois State University 1973 — 1976
B.S., Business Administration/Finance
Ed Dempsey's Excel National Bank Experience September 2007 - January 2009
Job Group Sales Representative Los Angeles
Industry Financial Services
Experience
Ameritas August 2015 - Present
Sterling Health Services November 2013 - June 2015
MetLife June 2010 - November 2013
US Home Loan Advocates April 2009 - April 2010
Excel National Bank September 2007 - January 2009
Interbay Funding September 2003 - September 2007
Interbay Funding May 2005 - May 2006
MBNA America Bank August 1999 - August 2003
Skills
Insurance, Employee Benefits, Mortgage, Brokers, Sales Management, Loans, Life Insurance, New Business Development, Sales, Disability Insurance, Credit, Business Development, Real Estate, Cold Calling, Financial Analysis, Commercial Lending, Direct Sales, Risk Management, Training, Customer Service, Mortgage Banking, Commercial Mortgages, Loan Origination, Mortgage Lending, Account Management, Relationship Management, Banking, Underwriting, Leadership, Health Insurance
Education
Loyola Marymount University, College of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1995 — 1999
B.A., History
Ameritas August 2015 - Present
Sterling Health Services November 2013 - June 2015
MetLife June 2010 - November 2013
US Home Loan Advocates April 2009 - April 2010
Excel National Bank September 2007 - January 2009
Interbay Funding September 2003 - September 2007
Interbay Funding May 2005 - May 2006
MBNA America Bank August 1999 - August 2003
Skills
Insurance, Employee Benefits, Mortgage, Brokers, Sales Management, Loans, Life Insurance, New Business Development, Sales, Disability Insurance, Credit, Business Development, Real Estate, Cold Calling, Financial Analysis, Commercial Lending, Direct Sales, Risk Management, Training, Customer Service, Mortgage Banking, Commercial Mortgages, Loan Origination, Mortgage Lending, Account Management, Relationship Management, Banking, Underwriting, Leadership, Health Insurance
Education
Loyola Marymount University, College of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1995 — 1999
B.A., History
Stephanie Castagnier Dunn Stephanie Castagnier Dunn's Excel National Bank Experience 2007 - May 2010
Job Live Oak Bank Hotel Lending
Industry Banking
Experience
Live Oak Bank August 2015 - Present
Live Oak Bank December 2014 - 2015
Live Oak Bank 2012 - December 2014
NBC News 2010 - 2011
Excel National Bank 2007 - May 2010
Temecula Valley Bank 2003 - 2007
Prudential Financial 2000 - 2003
Skills
Finance, Lines Of Credit, Loan Origination, Asset Based Lending, Banking, Commercial Real Estate, Portfolio Management, Financial Analysis, SBA, Leadership, Financial Structuring, Construction Loans, Credit Risk, Management, USDA, Marketing, Small Business Lending, Cash Flow Lending, Real Estate Financing, Commercial Banking, Real Estate, Commercial Mortgages, Refinance, Asset Management, Middle Market, Cash Management, Commercial Finance, Mortgage Banking, Real Estate Economics, Program Management, Funding, Due Diligence, Entrepreneurship, Nonprofits, Structured Finance, Cash Flow, Econometric Modeling, Digital Marketing, Private Banking, Working Capital..., Residential Mortgages, Factoring, Merchant Services, Hotel Financing, Self-Storage Financing, Funeral Home Lending, Commercial Lending, Lending
Education
McGill University 1995 — 1998
Business, International Business
McGill University
Bachelor of Commerce (BCom), Business/Commerce, General
Live Oak Bank August 2015 - Present
Live Oak Bank December 2014 - 2015
Live Oak Bank 2012 - December 2014
NBC News 2010 - 2011
Excel National Bank 2007 - May 2010
Temecula Valley Bank 2003 - 2007
Prudential Financial 2000 - 2003
Skills
Finance, Lines Of Credit, Loan Origination, Asset Based Lending, Banking, Commercial Real Estate, Portfolio Management, Financial Analysis, SBA, Leadership, Financial Structuring, Construction Loans, Credit Risk, Management, USDA, Marketing, Small Business Lending, Cash Flow Lending, Real Estate Financing, Commercial Banking, Real Estate, Commercial Mortgages, Refinance, Asset Management, Middle Market, Cash Management, Commercial Finance, Mortgage Banking, Real Estate Economics, Program Management, Funding, Due Diligence, Entrepreneurship, Nonprofits, Structured Finance, Cash Flow, Econometric Modeling, Digital Marketing, Private Banking, Working Capital..., Residential Mortgages, Factoring, Merchant Services, Hotel Financing, Self-Storage Financing, Funeral Home Lending, Commercial Lending, Lending
Education
McGill University 1995 — 1998
Business, International Business
McGill University
Bachelor of Commerce (BCom), Business/Commerce, General
Nash Sikes Nash Sikes's Excel National Bank Experience September 2008 - January 2010
Job Managing Member Trident Commercial Capital LLC
Industry Capital Markets
Experience
Trident Commercial Capital LLC September 2010 - Present
Excel National Bank September 2008 - January 2010
Pacific Capital Bank January 2006 - August 2008
Bank of America December 2000 - December 2005
Skills
Commercial Real Estate..., Business Acquisition..., Corporate Finance, Risk Analysis, Commercial Mortgages, Lines Of Credit, Banking, Financial Services, Small Business Lending, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Finance, Financial Analysis, SBA, Real Estate, FHA, Risk Management, Underwriting
Education
Georgia Southern University 1994 — 2000
Master of Business Administration (M.B.A.), Finance and Risk Analysis
Effingham HIigh 1990 — 1994
College Prep, Business Administration and Management, General
Trident Commercial Capital LLC September 2010 - Present
Excel National Bank September 2008 - January 2010
Pacific Capital Bank January 2006 - August 2008
Bank of America December 2000 - December 2005
Skills
Commercial Real Estate..., Business Acquisition..., Corporate Finance, Risk Analysis, Commercial Mortgages, Lines Of Credit, Banking, Financial Services, Small Business Lending, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Finance, Financial Analysis, SBA, Real Estate, FHA, Risk Management, Underwriting
Education
Georgia Southern University 1994 — 2000
Master of Business Administration (M.B.A.), Finance and Risk Analysis
Effingham HIigh 1990 — 1994
College Prep, Business Administration and Management, General
Aaron Beckman Aaron Beckman's Excel National Bank Experience August 2005 - December 2008
Job Chief Administrative Officer at Sage Environmental Consulting
Industry Environmental Services
Experience
Sage Environmental Consulting February 2013 - Present
North Valley Bank August 2010 - February 2013
Santa Cruz County Bank February 2009 - September 2010
Excel National Bank August 2005 - December 2008
Umpqua Bank April 2003 - July 2005
Sage Environmental Consulting February 2001 - December 2002
First Union Small Business Capital 1997 - 2000
The Money Store 1993 - 2000
The Money Store SBA Division September 1993 - 1997
Skills
Commercial Mortgages, Lines Of Credit, Cash Management, Equipment Loans, Business Acquisition, Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit Analysis, SBA, Credit, Underwriting, Banking, Business Development, Environmental Consulting, Finance
Education
University of Illinois at Urbana-Champaign 1989 — 1993
M.S., Agricultural Economics and Finance
University of Illinois at Urbana-Champaign 1985 — 1989
B.S., Agricultural Economics
Sage Environmental Consulting February 2013 - Present
North Valley Bank August 2010 - February 2013
Santa Cruz County Bank February 2009 - September 2010
Excel National Bank August 2005 - December 2008
Umpqua Bank April 2003 - July 2005
Sage Environmental Consulting February 2001 - December 2002
First Union Small Business Capital 1997 - 2000
The Money Store 1993 - 2000
The Money Store SBA Division September 1993 - 1997
Skills
Commercial Mortgages, Lines Of Credit, Cash Management, Equipment Loans, Business Acquisition, Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit Analysis, SBA, Credit, Underwriting, Banking, Business Development, Environmental Consulting, Finance
Education
University of Illinois at Urbana-Champaign 1989 — 1993
M.S., Agricultural Economics and Finance
University of Illinois at Urbana-Champaign 1985 — 1989
B.S., Agricultural Economics
Richard Herrin Richard Herrin's Excel National Bank Experience September 2005 - April 2007
Job Executive Vice President Chief Administrative Officer & Corp Secretary at Banc of California, Inc.
Industry Banking
Experience
Banc of California, Inc. (NYSE: BANC) 2010 - December 2014
FDIC February 2009 - December 2010
Vineyard Bank June 2007 - September 2008
Excel National Bank September 2005 - April 2007
Velocity Commercial Capital January 2004 - June 2005
Skills
Credit, Loans, Banking, Due Diligence, Underwriting, Risk Management, Credit Analysis, Mortgage Banking, Mortgage Lending, Financial Analysis, Operational Risk..., AML, Credit Risk, Structured Finance, Fraud, Portfolio Management, Financial Modeling, Banking Law, Corporate Governance, Asset Managment, M&A experience, Operations Management, Change Management, Employee Relations, Compensation & Benefit, Organizational..., Disaster Recovery
Education
Cal Poly Pomona
Master of Business Administration (MBA), Contract Management/Contract Administration
University of La Verne
Bachelor of Arts in Business Administration, Information Technology
Banc of California, Inc. (NYSE: BANC) 2010 - December 2014
FDIC February 2009 - December 2010
Vineyard Bank June 2007 - September 2008
Excel National Bank September 2005 - April 2007
Velocity Commercial Capital January 2004 - June 2005
Skills
Credit, Loans, Banking, Due Diligence, Underwriting, Risk Management, Credit Analysis, Mortgage Banking, Mortgage Lending, Financial Analysis, Operational Risk..., AML, Credit Risk, Structured Finance, Fraud, Portfolio Management, Financial Modeling, Banking Law, Corporate Governance, Asset Managment, M&A experience, Operations Management, Change Management, Employee Relations, Compensation & Benefit, Organizational..., Disaster Recovery
Education
Cal Poly Pomona
Master of Business Administration (MBA), Contract Management/Contract Administration
University of La Verne
Bachelor of Arts in Business Administration, Information Technology
JMB Bookkeeping Contractor's Excel National Bank Experience April 2008 - December 2008
Job Bookkeeper Contractor, Banking Management Tax Accounting
Industry Accounting
Experience
JMB Bookkeeping May 2010 - Present
Banc force Financial July 2010 - March 2011
Excel National Bank April 2008 - December 2008
Banc Force financial May 2002 - April 2008
First Professional bank April 2001 - February 2002
Bubbalino's For Kids June 1989 - April 2001
BancForce Financial Staffing January 1994 - February 2001
Century Bank July 1990 - November 1993
Bank of los Angeles April 1983 - May 1985
Skills
Account Reconciliation, Bookkeeping, Customer Service, Accounting, Bank Reconciliation, Business, Transportation, Staff Supervision, Account Management, Core Banking, Banking, banking operations, Employee Tranning
Education
Kaplan University 2015 — 2017
Bachelor's degree, Accounting
University of Phoenix 2014 — 2016
Bachelor's degree, Accounting, 2.93
American Banking Institute 2000 — 2006
Supervision Bank Training, Operations Management and Supervision
California State University-Long Beach 1971 — 1974
Bachelor of Applied Science (BASc), Business Administration and Management, General
JMB Bookkeeping May 2010 - Present
Banc force Financial July 2010 - March 2011
Excel National Bank April 2008 - December 2008
Banc Force financial May 2002 - April 2008
First Professional bank April 2001 - February 2002
Bubbalino's For Kids June 1989 - April 2001
BancForce Financial Staffing January 1994 - February 2001
Century Bank July 1990 - November 1993
Bank of los Angeles April 1983 - May 1985
Skills
Account Reconciliation, Bookkeeping, Customer Service, Accounting, Bank Reconciliation, Business, Transportation, Staff Supervision, Account Management, Core Banking, Banking, banking operations, Employee Tranning
Education
Kaplan University 2015 — 2017
Bachelor's degree, Accounting
University of Phoenix 2014 — 2016
Bachelor's degree, Accounting, 2.93
American Banking Institute 2000 — 2006
Supervision Bank Training, Operations Management and Supervision
California State University-Long Beach 1971 — 1974
Bachelor of Applied Science (BASc), Business Administration and Management, General
Daniel Graff's Excel National Bank Experience November 2004 - December 2013
Job Chief Financial Officer looking for new opportunities
Industry Banking
Experience
Excel National Bank November 2004 - December 2013
Pacific City Bank February 2003 - October 2004
Self Employed January 2002 - January 2003
Skills
Commercial Banking, SBA, Banking, Financial Analysis, Mortgage Banking, Loans, Commercial Lending, Strategic Financial..., Risk Management, Finance, Financial Planning, Credit Analysis, Investments, Financial Services, Credit, Cash Management, Portfolio Management
Education
California State University-Long Beach 1975 — 1978
Accounting and Business/Management
Excel National Bank November 2004 - December 2013
Pacific City Bank February 2003 - October 2004
Self Employed January 2002 - January 2003
Skills
Commercial Banking, SBA, Banking, Financial Analysis, Mortgage Banking, Loans, Commercial Lending, Strategic Financial..., Risk Management, Finance, Financial Planning, Credit Analysis, Investments, Financial Services, Credit, Cash Management, Portfolio Management
Education
California State University-Long Beach 1975 — 1978
Accounting and Business/Management
Brian Carlson's Excel National Bank Experience September 2004 - September 2011
Job President/CEO at SBA Complete, Inc.
Industry Banking
Experience
SBA Complete, Inc. September 2011 - Present
Excel National Bank September 2004 - September 2011
Temecula Valley Bank 2001 - 2004
Imperial Bank 1999 - 2001
Skills
Small Business Lending, Credit Analysis, Commercial Mortgages, Banking, Commercial Lending, Loans, Commercial Banking, Underwriting, Credit Risk, Lines Of Credit, New Business Development, Small Business, USDA, Refinance, Public Speaking, Start-ups, Loan Structuring, Credit, Financial Analysis, SBA, Real Estate Financing, Loan Origination, Financial Structuring, Asset Based Lending, Real Estate Economics, Real Estate, Mortgage Lending, Factoring, Structured Finance, Finance, Construction Loans, Mortgage Banking, SBA 504, Cash Flow Lending, Commercial Finance, Consumer Lending, Portfolio Management, Due Diligence, Funding, Commercial Real Estate, Cash Management, Treasury Management, Residential Mortgages, Investments, Financial Institutions, Loan Servicing, Asset Management, Retail Banking, Loss Mitigation, Executive Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (B.S.), Business Finance
SBA Complete, Inc. September 2011 - Present
Excel National Bank September 2004 - September 2011
Temecula Valley Bank 2001 - 2004
Imperial Bank 1999 - 2001
Skills
Small Business Lending, Credit Analysis, Commercial Mortgages, Banking, Commercial Lending, Loans, Commercial Banking, Underwriting, Credit Risk, Lines Of Credit, New Business Development, Small Business, USDA, Refinance, Public Speaking, Start-ups, Loan Structuring, Credit, Financial Analysis, SBA, Real Estate Financing, Loan Origination, Financial Structuring, Asset Based Lending, Real Estate Economics, Real Estate, Mortgage Lending, Factoring, Structured Finance, Finance, Construction Loans, Mortgage Banking, SBA 504, Cash Flow Lending, Commercial Finance, Consumer Lending, Portfolio Management, Due Diligence, Funding, Commercial Real Estate, Cash Management, Treasury Management, Residential Mortgages, Investments, Financial Institutions, Loan Servicing, Asset Management, Retail Banking, Loss Mitigation, Executive Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (B.S.), Business Finance
Caroline Lipovsky's Excel National Bank Experience July 2009 - February 2010
Job VP/SBA Underwriting Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank (formerly Sterling Savings Bank/Borrego Springs Bank) July 2011 - Present
U.S. Bank February 2010 - July 2011
Excel National Bank July 2009 - February 2010
Temecula Valley Bank September 2005 - July 2009
U.S. Bank 1998 - 2005
Skills
SBA, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Underwriting, Commercial Mortgages, Credit Risk, Loan Servicing, Asset Based Lending, SBA 504, Financial Analysis, Consumer Lending, Risk Management
Education
San Diego State University-California State University 1992 — 1998
Bachelor of Science, Finance
Umpqua Bank (formerly Sterling Savings Bank/Borrego Springs Bank) July 2011 - Present
U.S. Bank February 2010 - July 2011
Excel National Bank July 2009 - February 2010
Temecula Valley Bank September 2005 - July 2009
U.S. Bank 1998 - 2005
Skills
SBA, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Underwriting, Commercial Mortgages, Credit Risk, Loan Servicing, Asset Based Lending, SBA 504, Financial Analysis, Consumer Lending, Risk Management
Education
San Diego State University-California State University 1992 — 1998
Bachelor of Science, Finance
Sally Farrell Warner's Excel National Bank Experience 2004 - 2008
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank Vice PresidentCity National Bank2011 - Present
SBA loan consultant 2007 - 2011
Excel National Bank 2004 - 2008
Temecula Valley Bank 2000 - 2004
Liberty National Bank 1982 - 2000
Skills
Small Business Lending, Commercial Banking, Commercial Mortgages, Loans, Credit Analysis, Cash Flow Lending, Due Diligence, SBA, Credit, Financial Structuring, Loan Origination, Commercial Lending, Mortgage Lending, Real Estate Financing, Underwriting
Education
California State University-Northridge 1977 — 1981
B.S., Finance
City National Bank Vice PresidentCity National Bank2011 - Present
SBA loan consultant 2007 - 2011
Excel National Bank 2004 - 2008
Temecula Valley Bank 2000 - 2004
Liberty National Bank 1982 - 2000
Skills
Small Business Lending, Commercial Banking, Commercial Mortgages, Loans, Credit Analysis, Cash Flow Lending, Due Diligence, SBA, Credit, Financial Structuring, Loan Origination, Commercial Lending, Mortgage Lending, Real Estate Financing, Underwriting
Education
California State University-Northridge 1977 — 1981
B.S., Finance
Dorothy Thomas's Excel National Bank Experience August 2006 - Present
Job Vice President at Excel National Bank
Industry Banking
Experience
Excel National Bank August 2006 - Present
Comerica 2000 - 2006
Regency Bank 1994 - 2000
Education
Northwood University 1973 — 1975
Associates, Business Management
Excel National Bank August 2006 - Present
Comerica 2000 - 2006
Regency Bank 1994 - 2000
Education
Northwood University 1973 — 1975
Associates, Business Management
Harman Malik's Excel National Bank Experience 2007 - April 2011
Job Vice President, SBA BDO at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank August 2012 - Present
Borrego Springs Bank April 2011 - June 2012
Excel National Bank 2007 - April 2011
Temecula Valley Bank 2007 - 2007
Skills
Business Development, Commercial Lending, Credit, Credit Analysis, Loans, Finance, Small Business Lending, Underwriting, Commercial Mortgages, Mortgage Lending, Banking
Education
California State University-Fresno 2005 — 2008
Bachelors of Science, Finance
Pacific Premier Bank August 2012 - Present
Borrego Springs Bank April 2011 - June 2012
Excel National Bank 2007 - April 2011
Temecula Valley Bank 2007 - 2007
Skills
Business Development, Commercial Lending, Credit, Credit Analysis, Loans, Finance, Small Business Lending, Underwriting, Commercial Mortgages, Mortgage Lending, Banking
Education
California State University-Fresno 2005 — 2008
Bachelors of Science, Finance
Bill McGaughey's Excel National Bank Experience March 2008 - October 2010
Job Executive Director
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Excel National Bank March 2008 - October 2010
NAGGL 1990 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West April 1990 - November 2004
Skills
Small Business Lending, Commercial Lending, Loans, Secondary Market, SBA, Cash Flow Lending, Due Diligence, SBA 504, Real Estate Economics, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Portfolio Management, Investments, Mortgage Lending, Credit Analysis, Credit, Financial Structuring, Asset Based Lending, Loan Origination
Education
University of Northern Colorado 1975 — 1979
B.S., Business/Accounting
Morgan Stanley October 2010 - Present
Excel National Bank March 2008 - October 2010
NAGGL 1990 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West April 1990 - November 2004
Skills
Small Business Lending, Commercial Lending, Loans, Secondary Market, SBA, Cash Flow Lending, Due Diligence, SBA 504, Real Estate Economics, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Portfolio Management, Investments, Mortgage Lending, Credit Analysis, Credit, Financial Structuring, Asset Based Lending, Loan Origination
Education
University of Northern Colorado 1975 — 1979
B.S., Business/Accounting
Jordan Blanchard's Excel National Bank Experience 2008 - 2009
Job Chief Operating Officer at 504 Fund Advisors, LLC
Industry Financial Services
Experience
504 Fund Advisors, LLC September 2013 - Present
Government Loan Solutions January 2013 - Present
Wholesale 504 Lending Consultants, LLC December 2011 - December 2012
CDC Small Business Finance March 2009 - December 2011
Excel National Bank 2008 - 2009
Temecula Valley Bank 2006 - 2008
Community National Bank November 2002 - September 2006
Skills
Mortgage Lending, Loans, Commercial Real Estate, Banking, Small Business Lending, Financial Structuring, Real Estate Economics, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Real Estate Transactions, Construction Loans, Credit Analysis, Portfolio Management, Small Business, Mergers & Acquisitions, Investments, Mortgage Banking, Commercial Lending, Risk Management, Commercial Finance, Real Estate, Relationship Management, Private Equity, Business Development, Asset Based Lending, Funding, Real Estate Financing, Finance, Due Diligence, Cash Management, Commercial Banking, USDA, New Business Development, Credit, SBA 504, Credit Risk, Consumer Lending, Financial Services, Underwriting, Treasury Management, Start-ups, Refinance, Asset Management, Valuation, Structured Finance, Business, Brokerage, Access
Education
San Diego State University-California State University
Bachelor Of Science, Business Administration/Finance
504 Fund Advisors, LLC September 2013 - Present
Government Loan Solutions January 2013 - Present
Wholesale 504 Lending Consultants, LLC December 2011 - December 2012
CDC Small Business Finance March 2009 - December 2011
Excel National Bank 2008 - 2009
Temecula Valley Bank 2006 - 2008
Community National Bank November 2002 - September 2006
Skills
Mortgage Lending, Loans, Commercial Real Estate, Banking, Small Business Lending, Financial Structuring, Real Estate Economics, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Real Estate Transactions, Construction Loans, Credit Analysis, Portfolio Management, Small Business, Mergers & Acquisitions, Investments, Mortgage Banking, Commercial Lending, Risk Management, Commercial Finance, Real Estate, Relationship Management, Private Equity, Business Development, Asset Based Lending, Funding, Real Estate Financing, Finance, Due Diligence, Cash Management, Commercial Banking, USDA, New Business Development, Credit, SBA 504, Credit Risk, Consumer Lending, Financial Services, Underwriting, Treasury Management, Start-ups, Refinance, Asset Management, Valuation, Structured Finance, Business, Brokerage, Access
Education
San Diego State University-California State University
Bachelor Of Science, Business Administration/Finance
Gerry Boras's Excel National Bank Experience 2007 - 2010
Job Director of Sales & Marketing, High Net Worth Division at Personal Management Consultants
Industry Financial Services
Experience
Personal Management Consultants 2010 - Present
Excel National Bank 2007 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West 1997 - 2004
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Loans, Commercial Banking, SBA, Credit Analysis, Loan Origination, Real Estate, Mergers & Acquisitions, Mortgage Lending
Education
Golden Gate University
MBA, Marketing
University of the Pacific - Eberhardt School of Business
Bachelor of Science, Marketing
Personal Management Consultants 2010 - Present
Excel National Bank 2007 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West 1997 - 2004
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Loans, Commercial Banking, SBA, Credit Analysis, Loan Origination, Real Estate, Mergers & Acquisitions, Mortgage Lending
Education
Golden Gate University
MBA, Marketing
University of the Pacific - Eberhardt School of Business
Bachelor of Science, Marketing
Dale Heyden's Excel National Bank Experience January 2008 - December 2008
Job Senior Vice President SBA Manager at Home Bank Of California
Industry Banking
Experience
Home Bank Of California January 2015 - Present
South County Bank May 2011 - January 2015
Independence Bank September 2009 - June 2010
Heyden Consulting 2009 - 2010
Excel National Bank January 2008 - December 2008
Pacific Western Bank May 1995 - January 2008
Community National Bank/ Pacific Western Bank 1995 - 2008
Huntington National Bank 1990 - 1995
Bank of Orange County 1993 - 1993
Harbor Bank 1983 - 1987
Skills
SBA, Private Banking, Small Business Lending, Treasury Management, Mortgage Banking, Real Estate Financing, USDA, Cash Flow Lending, Refinance, Financial Structuring, Commercial Real Estate, Finance, Real Estate Economics, Business Development, Real Estate Lending, Real Estate, Funding
Education
California State University-Fullerton 1975 — 1978
Business/Finance
El Modena High 1972 — 1975
Home Bank Of California January 2015 - Present
South County Bank May 2011 - January 2015
Independence Bank September 2009 - June 2010
Heyden Consulting 2009 - 2010
Excel National Bank January 2008 - December 2008
Pacific Western Bank May 1995 - January 2008
Community National Bank/ Pacific Western Bank 1995 - 2008
Huntington National Bank 1990 - 1995
Bank of Orange County 1993 - 1993
Harbor Bank 1983 - 1987
Skills
SBA, Private Banking, Small Business Lending, Treasury Management, Mortgage Banking, Real Estate Financing, USDA, Cash Flow Lending, Refinance, Financial Structuring, Commercial Real Estate, Finance, Real Estate Economics, Business Development, Real Estate Lending, Real Estate, Funding
Education
California State University-Fullerton 1975 — 1978
Business/Finance
El Modena High 1972 — 1975
Teresa Carlson's Excel National Bank Experience May 2005 - August 2011
Job Vice President at Mission Valley Bank
Industry Banking
Experience
Mission Valley Bank April 2015 - Present
Live Oak Bank October 2013 - April 2015
SBA Complete, Inc. September 2011 - October 2013
Excel National Bank May 2005 - August 2011
Skills
Loans, SBA, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Banking, Loan Origination, Underwriting, Mortgage Lending, Financial Structuring, Asset Based Lending, Portfolio Management, Mortgage Banking, Credit Risk, Refinance, Lines Of Credit
Education
California State University, Fresno 1988 — 2003
BS, Business Law & Finance
Mission Valley Bank April 2015 - Present
Live Oak Bank October 2013 - April 2015
SBA Complete, Inc. September 2011 - October 2013
Excel National Bank May 2005 - August 2011
Skills
Loans, SBA, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Banking, Loan Origination, Underwriting, Mortgage Lending, Financial Structuring, Asset Based Lending, Portfolio Management, Mortgage Banking, Credit Risk, Refinance, Lines Of Credit
Education
California State University, Fresno 1988 — 2003
BS, Business Law & Finance
Scott Muir's Excel National Bank Experience February 2005 - April 2010
Job Vice President/BDO at Argent Bank
Industry Banking
Experience
Pacific Premier Bank August 2014 - Present
Sterling Bank April 2010 - August 2014
Excel National Bank February 2005 - April 2010
Temecula Valley Bank January 2000 - February 2005
Skills
Mortgage Lending, Commercial Banking, Real Estate, SBA, Lines Of Credit, FHA, Credit, Commercial Real Estate, Commercial Lending, Real Estate Financing, Small Business Lending, Loan Origination, Portfolio Management, Underwriting, Commercial Mortgages, Strategy, Loans, Finance, Brokerage, Real Estate Economics, Banking, Credit Analysis, SBA 504, Asset Based Lending, USDA, Refinance
Education
Brigham Young University 1981 — 1986
BS, Business Management/Finance/Accounting
Pacific Premier Bank August 2014 - Present
Sterling Bank April 2010 - August 2014
Excel National Bank February 2005 - April 2010
Temecula Valley Bank January 2000 - February 2005
Skills
Mortgage Lending, Commercial Banking, Real Estate, SBA, Lines Of Credit, FHA, Credit, Commercial Real Estate, Commercial Lending, Real Estate Financing, Small Business Lending, Loan Origination, Portfolio Management, Underwriting, Commercial Mortgages, Strategy, Loans, Finance, Brokerage, Real Estate Economics, Banking, Credit Analysis, SBA 504, Asset Based Lending, USDA, Refinance
Education
Brigham Young University 1981 — 1986
BS, Business Management/Finance/Accounting
Jay Winship's Excel National Bank Experience 2006 - 2007
Job Principal and Senior Managing Director
Industry Investment Management
Experience
Relational Investors LLC January 1996 - Present
Esterline Technologies December 2012 - March 2015
Excel National Bank 2006 - 2007
Skills
Financial Modeling, Asset Managment, Valuation, Portfolio Management, Investments, Hedge Funds, Equity Research, Equities, Bloomberg, Asset Management, Corporate Governance, Investment Management, Investment Strategies, Asset Allocation, Financial Services, Trading, Securities, Capital Markets, Private Equity
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Arizona 1986 — 1990
Relational Investors LLC January 1996 - Present
Esterline Technologies December 2012 - March 2015
Excel National Bank 2006 - 2007
Skills
Financial Modeling, Asset Managment, Valuation, Portfolio Management, Investments, Hedge Funds, Equity Research, Equities, Bloomberg, Asset Management, Corporate Governance, Investment Management, Investment Strategies, Asset Allocation, Financial Services, Trading, Securities, Capital Markets, Private Equity
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Arizona 1986 — 1990
bailey cho's Excel National Bank Experience January 2009 - December 2009
Job svp at fortune,co
Industry Financial Services
Experience
fortune,co November 1999 - Present
Excel National Bank January 2009 - December 2009
Seattle September 2006 - January 2008
Skills
Credit, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Underwriting, Credit Risk, Loan Origination, Consumer Lending, Risk Management, Financial Analysis, Retail Banking, Investments, Financial Services, Lines Of Credit, Mortgage Banking
Education
Austin Peay State University
fortune,co November 1999 - Present
Excel National Bank January 2009 - December 2009
Seattle September 2006 - January 2008
Skills
Credit, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Underwriting, Credit Risk, Loan Origination, Consumer Lending, Risk Management, Financial Analysis, Retail Banking, Investments, Financial Services, Lines Of Credit, Mortgage Banking
Education
Austin Peay State University
Dorothy Thomas's Excel National Bank Experience August 2006 - June 2010
Job Senior Vice President at Premier Valley Bank
Industry Banking
Experience
Premier Valley Bank October 2012 - Present
Premier Valley Bank September 2010 - Present
Excel National Bank August 2006 - June 2010
Comerica Bank May 2000 - July 2006
California Bank & Trust 1994 - 2000
Skills
Commercial Lending, SBA, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Lines Of Credit, Commercial Mortgages, Cash Flow Lending, Loan Origination, Credit, Underwriting, Mortgage Lending, Credit Risk, Real Estate Financing, Construction Loans, Asset Based Lending, Mortgage Banking, Refinance, Consumer Lending, Banking, Portfolio Management
Education
Northwood University
Business Administration and Management, General
Premier Valley Bank October 2012 - Present
Premier Valley Bank September 2010 - Present
Excel National Bank August 2006 - June 2010
Comerica Bank May 2000 - July 2006
California Bank & Trust 1994 - 2000
Skills
Commercial Lending, SBA, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Lines Of Credit, Commercial Mortgages, Cash Flow Lending, Loan Origination, Credit, Underwriting, Mortgage Lending, Credit Risk, Real Estate Financing, Construction Loans, Asset Based Lending, Mortgage Banking, Refinance, Consumer Lending, Banking, Portfolio Management
Education
Northwood University
Business Administration and Management, General
Tawni Thompson's Excel National Bank Experience March 2007 - January 2009
Job SBA Loan Underwriter at Borrego Springs Bank
Industry Banking
Experience
Borrego Springs Bank July 2009 - Present
Excel National Bank March 2007 - January 2009
Temecula Valley Bank September 2003 - March 2007
Skills
Credit, Loans, Underwriting
Education
San Diego State University-California State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.71
Borrego Springs Bank July 2009 - Present
Excel National Bank March 2007 - January 2009
Temecula Valley Bank September 2003 - March 2007
Skills
Credit, Loans, Underwriting
Education
San Diego State University-California State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.71
Rose Thrower's Excel National Bank Experience 2009 - 2010
Job SBA Portfolio Assistant at Seacoast Commerce Bank
Industry Banking
Experience
Seacoast Commerce Bank March 2011 - Present
Excel National Bank 2009 - 2010
Temecula Valley Bank 2006 - 2009
Charter Funding 2004 - 2005
Wells Fargo Home Mortgage 2001 - 2004
Skills
Commercial Lending, Residential Lending
Education
University of Phoenix 2000 — 2004
Bachelor of Business Administration (B.B.A.)
California Notary Public
Certification
Seacoast Commerce Bank March 2011 - Present
Excel National Bank 2009 - 2010
Temecula Valley Bank 2006 - 2009
Charter Funding 2004 - 2005
Wells Fargo Home Mortgage 2001 - 2004
Skills
Commercial Lending, Residential Lending
Education
University of Phoenix 2000 — 2004
Bachelor of Business Administration (B.B.A.)
California Notary Public
Certification
Debbie Barnaby's Excel National Bank Experience 2007 - 2012
Job Sr. SBA Underwriter at Georgia Banking Company
Industry Banking
Experience
Georgia Banking Company July 2014 - August 2015
Cornerstone Bank March 2014 - July 2014
c October 2013 - March 2014
Live Oak Bank 2012 - 2013
Excel National Bank 2007 - 2012
Wachovia Small Business Capital 1993 - 2007
Skills
SBA, Construction Loans, Commercial Lending, Franchise Lending, Banking, Mortgage Lending, Loans, Credit, Underwriting, Portfolio Management, Funding, Finance, Investment Properties, Credit Analysis, Loan Origination
Education
Mesa Community College 1981 — 1984
Globe AZ 1979 — 1981
Diploma
Georgia Banking Company July 2014 - August 2015
Cornerstone Bank March 2014 - July 2014
c October 2013 - March 2014
Live Oak Bank 2012 - 2013
Excel National Bank 2007 - 2012
Wachovia Small Business Capital 1993 - 2007
Skills
SBA, Construction Loans, Commercial Lending, Franchise Lending, Banking, Mortgage Lending, Loans, Credit, Underwriting, Portfolio Management, Funding, Finance, Investment Properties, Credit Analysis, Loan Origination
Education
Mesa Community College 1981 — 1984
Globe AZ 1979 — 1981
Diploma
Karen Cwirla's Excel National Bank Experience May 2005 - November 2006
Job VP & SME Portfolio Officer at CTBC Bank
Industry Banking
Experience
CTBC Bank March 2015 - Present
Banc of California July 2014 - March 2015
Independent November 2006 - July 2014
Excel National Bank May 2005 - November 2006
Citibank March 1997 - March 2005
Skills
SBA, Loans, Finance, Credit
Education
Oklahoma State University 1981 — 1982
Bachelor's degree, Business Administration
St. John's College, Winfield, KS 1974 — 1976
Associate's degree, Social Work
CTBC Bank March 2015 - Present
Banc of California July 2014 - March 2015
Independent November 2006 - July 2014
Excel National Bank May 2005 - November 2006
Citibank March 1997 - March 2005
Skills
SBA, Loans, Finance, Credit
Education
Oklahoma State University 1981 — 1982
Bachelor's degree, Business Administration
St. John's College, Winfield, KS 1974 — 1976
Associate's degree, Social Work