Financial Partners Credit Union
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Financial Partners Credit Union Employees
US Bank March 2010 - Present
Self Employed 2009 - 2011
Bloomingdales 2008 - 2009
Neiman Marcus 2004 - 2008
Financial Partners Credit Union 2003 - 2004
Santa Ana Federal Credit Union 2000 - 2003
Disneyland Resort 1996 - 2000
Skills
Employee Relations, Employee Engagement, Employee Benefits, Employee Management, Employee Recognition, Employee Surveys, Employee Counseling, Human Resources, Hiring, Risk Management, Talent Management, Succession Planning, Deferred Compensation, HRIS, HR Consulting, Recruiting, Workforce Planning, Strategy, Change Management, Coaching, Taleo, HR Policies, Applicant Tracking..., Temporary Placement, Benefits Administration, FMLA, Performance Management, Onboarding, College Recruiting, Talent Acquisition, New Hire Orientations, Career Development
Education
University of Phoenix 2002 — 2004
Master of Arts, Organizational Management
De La Salle University 1990 — 1993
Bachelor of Arts (BA), Psychology
Mullen Lowe U.S. April 2015 - Present
RPA June 2013 - April 2015
Capstone On Campus Management October 2012 - March 2013
Campus Entertainment, LLC March 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Financial Partners Credit Union June 2010 - September 2010
Skills
Advertising, Graphic Design, Photography, Branding & Identity, News Writing, Illustrator, InDesign, Public Relations, Marketing, Social Media, Event Management, Blogging, Social Media Marketing, PowerPoint
Education
University of Oregon 2009 — 2012
Bachelor of Science (B.S.) in Advertising, Minor in Multimedia
Paramount Pictures August 2010 - Present
Paramount Pictures August 2012 - June 2013
Paramount Pictures August 2010 - August 2012
Financial Partners Credit Union January 2006 - August 2010
Citi January 2004 - December 2005
Storetrieve, LLC January 1996 - December 2003
Skills
Financial Analysis, Financial Services, Finance, Account Management, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Budgets, Variance Analysis, Auditing, SAP, Account Reconciliation
Education
California State University-Fullerton 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Kaiser Permanente IT August 2015 - Present
Kaiser Permanente IT June 2012 - Present
Kaiser Permanente IT January 2012 - June 2012
Wells Fargo Bank July 2010 - January 2012
Kforce 2010 - 2012
Safeway, Inc. July 2005 - March 2010
Financial Partners Credit Union April 1994 - May 2005
Rockwell Federal 1994 - 2005
Veriad June 1990 - May 2001
United Ad Label/ Veriad, Moore North America June 1990 - May 2001
Skills
Project Management, SDLC, Unix, Visio, Change Management, Management, PMP, Vendor Management, Data Center, Project Planning, Project Portfolio..., Integration, Leadership, Agile Methodologies, Quality Assurance, Business Analysis, Databases, MS Project, SharePoint, ITIL
Education
DeVry University 1981 — 1984
B.S. in Computer Science for Business
McKinley High School 1979 — 1981
Financial Partners Credit Union March 2014 - Present
Financial Partners Credit Union September 2013 - Present
Technicolor Federal Credit Union August 2009 - September 2013
BBVA Bancomer USA October 2008 - August 2009
Banco Popular October 1997 - September 2006
Skills
Loans, Consumer Lending, Branch Management, Credit, Banking, Mortgage Lending, Credit Analysis, Risk Management, Portfolio Management, Sales Management, Call Center, Strategic Planning, Team Building, Financial Analysis, Process Improvement, Operations Management, Customer Service, Credit Unions, Budgets, Loan Origination, Refinance, Coaching, Forecasting, Accounting, Microsoft Excel, Cash Management, Strategic Financial..., Treasury Management, Small Business Lending, Training, Sales, Management, Recruiting, Customer Satisfaction, Human Resources, Analysis, Commercial Lending, Commercial Banking, Loss Mitigation, Executive Management, Commercial Mortgages, Credit Risk, Cross Selling, Call Centers
Education
WCMS 2011 — 2013
University of Phoenix 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Aerospace Federal Credit Union March 2008 - Present
Financial Partners Credit Union 2001 - March 2008
Skills
Credit, Credit Analysis, Leadership, Training, Call Centers, Customer Service, Banking, Microsoft Office, Retail Banking, Sales, Microsoft Word, Commercial Banking, Customer Satisfaction, Customer Experience, Financial Services, Access, Time Management, Outlook, Credit Risk
Education
El Camino College-Compton Center
Associate of Science (A.S.), Computer Science
Minty Fresh October 2013 - Present
Downey Federal Credit Union July 2008 - May 2011
Financial Partners Credit Union January 1994 - January 2008
California and Nevada Credit Union Leagues January 1991 - 1994
Provident Credit Union 1982 - 1991
Marin County Public Defenders Office 1980 - 1981
Skills
Credit, Loans, Credit Analysis, Credit Risk, Retail Banking, Mortgage, Customer Relations, Customer Service, Risk Management, Trade Finance, Compliance, Cash Management, Banking Operations, Consumer Lending, Excel, Investment Banking, Deposits, Credit Administration, Equities, Corporate Finance, Banking, Branch Banking, Operational Risk, Mortgage Lending, Business Development, Cross Selling, Relationship Management, Small Business Lending, AML, Commercial Lending, Private Banking, Credit Cards, Lines Of Credit, Branch Management, Internet Banking, Treasury Management, Credit Unions, Payments, Core Banking
Education
Sterling College 1967 — 1971
Bachelor of Arts (B.A.), History
Sterling College 1967 — 1971
Bachelor of Arts (B.A.), Political Science
Wells Fargo Home Mortgage September 2014 - Present
New American Funding May 2014 - September 2014
Citi July 2013 - May 2014
Chase April 2010 - July 2013
Malaga Bank March 2008 - February 2010
Fremont Investment and Loan June 2004 - March 2008
NuVision Federal Credit Union April 2004 - May 2004
Financial Partners Credit Union January 2000 - March 2004
First Federal Bank July 1992 - October 1999
Skills
Mortgage Lending, Loans, Banking, Loan Origination, Risk Management, Credit Unions, Sales Management, Financial Services, Credit, Coaching, Team Building, Credit Analysis, Consumer Lending, Financial Analysis, Mortgage Banking, Leadership, Residential Mortgages, Commercial Lending, Refinance, Small Business Lending, Business Development, Retail Banking, Relationship Management, Commercial Banking, FHA financing, FHA, FHA Financing
Education
University of Phoenix
Business Management
First Team Real Estate February 2010 - Present
Financial Partners Credit Union June 2006 - May 2010
Fremont Investment & Loan January 1996 - June 2006
Long Beach Bank 1986 - 1994
Skills
First Time Home Buyers, Short Sales, REO, Sellers, Real Estate, Relocation, New Home Sales, Referrals, Listings, Investment Properties, Mortgage Lending, Income Properties, Loans, Credit, Loan Origination, Marketing, HUD, FHA, Buyers, Seniors, Luxury, Real Estate Transactions, SFR, Real Estate License, New Homes, Real Estate Economics, Real Property, Real Estate Financing, Mortgage Banking, Refinance, Property, Move Up Buyers, Loss Mitigation, Listing Homes, Selling, Property Management, Investments, Notary Public, VA loans, Apartments, FHA financing, Commercial Real Estate, Residential Mortgages, 1031 Exchanges, Escrow, Rentals
Education
Long Beach City College
Starbucks August 2013 - Present
Financial Partners Credit Union 2010 - 2013
MagnetStreet July 1999 - December 2012
Siegel's Cottonwood Farm September 2012 - November 2012
Skills
Brochures, Adobe Creative Suite, Logo Design, InDesign, Newsletters, Flyers, Layout, Typography, Posters, Graphic Design, Corporate Identity, Illustrator, Mac
Education
Millikin University 1997 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
Lincoln Land Community College
Associate of Arts (A.A.)
Verizon March 2015 - Present
Apollo Education Group August 2007 - May 2014
University of Phoenix July 2005 - July 2007
Financial Partners Credit Union 2004 - 2005
Luxottica Group April 2002 - September 2004
Skills
Leadership Development, Team Building, Leadership, Training, Coaching, Strategic Planning, Management, Team Leadership, Public Speaking, Strategy, Staff Development, Sales, Recruiting, Organizational..., Customer Retention, Cross-functional Team..., Budgets, Customer Service, Process Improvement, Account Management, Sales Management, Salesforce.com, Operations Management, Personnel Management, Employee Training, Marketing, Inventory Management, Forecasting, Analysis, Direct Sales, Business Development, Performance Management, Key Account Management, Business Solutions..., Brand Building, New Business Development, Regional Sales, Customer Service..., Needs Analysis, Exceed Revenue..., Strategic Sales Plans, Stakeholder Engagement
Education
University of Phoenix-Southern California Campus 2006 — 2008
Master of Business Administration (M.B.A.)
California State University-Los Angeles 2000 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Yappy September 2013 - Present
Mitchell International August 2011 - Present
MariusSoft LLC January 2009 - Present
Flawless Backup May 2010 - December 2012
Primary Provider Management Company June 2010 - July 2011
Financial Partners Credit Union January 2007 - June 2010
Financial Partners Credit Union November 2003 - January 2007
Close At Hand Consulting LLC January 2006 - December 2006
MWI February 2006 - May 2006
Macronetservices January 2003 - December 2003
Skills
Scrum, Web Services, .NET, C#, Software Development, Microsoft SQL Server, WCF, SQL, Databases, JavaScript, OOP, Windows, LINQ, jQuery, Mobile Applications, Programming, Web Applications, SOA, Agile, Application Development..., MongoDB, Solr, T-SQL, IIS, TFS, Active Directory..., Imperva, Web Application Security, Web Application Firewall, Database-driven Websites, Hadoop, ElasticSearch, jQuery UI, ASP.NET, SSRS, CSS, WPF, ASP.NET MVC, SSIS, MySQL, A+ Certified, Android Development, Neo4j, Machine Learning, Security+
Education
Neumont University 2004 — 2006
Bachelor of Science (B.Sc.)
Financial Partners Credit Union July 2014 - Present
Pacific Realty July 2014 - Present
First Source Solutions October 2008 - July 2014
CashCall, Inc. July 2012 - August 2013
Greenlight Loans April 2012 - July 2012
EquiFirst July 2005 - April 2008
Argent Mortgage October 2003 - June 2005
Skills
Mortgage Lending, Real Estate, Notary, Auto Detailing, Personal Counseling, Interior Design, Home Remodeling, Child Care and...
Education
University of California, Irvine 1997 — 2002
Bachelor's Degree, Criminology, Law, and Society, A+
Cambro Manufacturing April 2014 - Present
California State University, Fullerton August 2010 - August 2014
LBS Financial Credit Union January 2014 - April 2014
Independent Consultant September 2013 - April 2014
Ricoh Electronics, Inc. August 2009 - October 2013
Learning and Organizational Development January 2009 - August 2009
Partners Federal Credit Union August 2003 - January 2009
Disneyland Resort 2003 - 2007
Financial Partners Credit Union 2001 - 2003
Conexant Systems, Inc. September 2000 - July 2001
Skills
French, Human Resources, Leadership Development, Talent Acquisition, Instructional Design, Recruiting, Performance Management, Coaching, Onboarding, Organizational..., Talent Management, Organizational..., Career Development, Training, Employee Relations, Public Speaking, Workforce Planning, New Hire Orientations, Strategic Planning, HR Policies, Staff Development, Resume Writing, Career Counseling, Personnel Management, Performance Improvement, Leadership, Workshop Facilitation, Management, Project Management, Technical Recruiting, Team Building, Recruitment Training, Continuous Improvement, Strategy, Succession Planning, Interviews, Employee Training, Change Management, Executive Coaching, Program Management, Applicant Tracking..., Time Management, Employee Engagement, PeopleSoft, HRIS, Process Improvement, Consulting, Training & Development, Mentoring, Policy
Education
Chapman University, The George L. Argyros School of Business and Economics 1998 — 2004
MBA, Marketing; Org Development
University of California, Irvine 2002 — 2002
Certificate, HR - Performance Management
University of Phoenix 1998 — 1998
Certificate, Global Business Management
California State University-Fullerton 1979 — 1984
B.A., English
Tustin High School
High School Diploma, General Education
Financial Partners Credit Union June 2015 - Present
Financial Partners Credit Union May 2014 - May 2015
Tarbell Realtors June 2010 - December 2013
Silicon Lightwave Technology Inc. February 2010 - November 2013
Integra LifeSciences January 2009 - July 2010
Skills
Financial Analysis, Financial Reporting, Financial Risk, Finance, Investments, Equity Trading, Solidworks, Equity Derivatives, Fixed Income, Six Sigma, Testing, Engineering Management, Medical Devices, Program Management, SPC, Project Management, Research, Management, Cross-functional Team..., Process Improvement, Analysis, Product Management, Risk Management
Education
California State University-Fullerton 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Irvine Valley College 2006 — 2013
Associate of Science (A.S.), Accounting
Live Well Financial February 2015 - Present
Our Civics November 2012 - Present
Financial Partners Credit Union November 2012 - June 2013
Chase Bank September 2003 - February 2012
Saturn March 2002 - September 2003
Casewise April 2000 - August 2001
US Navy "Non sibi sed patriae" January 1979 - March 1999
Skills
Public Speaking, Fundraising, Nonprofits, Strategic Planning, Social Media, Leadership Development, Leadership, Team Building, Research, Organizational..., Public Relations, Marketing Strategy, Marketing, Politics, Blogging, Training, Teaching, Policy, Entrepreneurship, Political Campaigns, Social Media Marketing, Management, Process Improvement, Human Resources, Social Networking, Labor Relations, Event Planning, Non-profits, Union, Grassroots Organizing, Government, Healthcare, Coaching, Copywriting, Community Organizing, Budgets, Editing, Business Process..., CRM, Sales, Conflict Resolution, Recruiting, Proposal Writing, Customer Service, Strategic Communications, Mortgage Lending, Small Business, Volunteer Management, Community Development, Employee Training
Education
Total Quality Management/Leadership 1994 — 1996
Total Quality and Strategic Planning
University of San Diego 1984 — 1986
Accounting and Business/Management
The Washington Post June 2012 - Present
EmpowHER August 2011 - May 2012
AZ Big Media May 2011 - August 2011
Citifinancial April 2008 - May 2010
Financial Partners Credit Union August 2006 - April 2008
Skills
Bilingual-Spanish, Photography, Photoshop, Illustrator, InDesign, Final Cut Pro, Social Media, SEO, SEM, Copy Editing, Proofreading, Writing, Blogging, Journalism, Graphic Design, Web Design, Premiere, Methode, HTML, CSS, Wordpress, HootSuite, SocialFlow, Twitter, Facebook
Education
Arizona State University 2010 — 2011
Bachelor of Arts, Journalism and Mass Communications
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
Financial Partners Credit Union November 2003 - Present
santa ana federal credit union 2000 - 2003
Cannon Electric Federal Credit Union December 1989 - December 2000
industrial league credit union 1987 - 1989
Education
Santa Ana College
Financial Partners Credit Union June 2014 - Present
CUNA Mutual Group June 2009 - June 2014
CUNA Mutual Group January 2006 - May 2009
CUNA Mutual Group 2004 - January 2006
Teradata April 1999 - February 2004
Bank of America 1984 - 2000
Skills
Salesforce.com, Sales Management, Sales Process, Strategic Planning, Insurance, Cross-functional Team..., Account Management, Sales Operations, Team Building, Leadership, Sales, Analytics, Employee Benefits, Process Improvement, Executive Management, Selling, New Business Development, CRM, Customer Retention, Business Development, Strategy, Strategic Partnerships, B2B, Direct Sales, Vendor Management, Relationship Management, Management, Solution Selling, Sales Presentations, Call Centers, Training, Lead Generation, Banking, Underwriting, Team Leadership, Coaching, Contract Negotiation, Forecasting, Business Strategy, Risk Management, Financial Services, Credit, Financial Analysis, Loans, Finance, Customer Service, Commercial Lending, Consumer Lending, Marketing
Education
University of San Diego 1989 — 1991
MBA, Business
University of San Diego 1981 — 1984
Bachelor's degree, Business Administration and Management, General
loanDepot, LLC August 2015 - Present
Discover Financial Services July 2014 - August 2015
Union Bank August 2013 - March 2014
Credit Union of Southern California August 2012 - February 2013
Wescom Credit Union September 2010 - July 2012
South Western Federal Credit Union February 2010 - August 2010
Financial Partners Credit Union September 2007 - August 2009
Skills
Deposits, Cross Selling, Credit, Payroll, Investments, Branch Banking, Loans, Consumer Lending, Loan Origination, Credit Unions
Education
Cal State Fullerton 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Cancer Treatment Centers of America® September 2013 - Present
Project Management Institute California Inland Empire Chapter January 2014 - Present
University of Redlands March 2010 - December 2013
Project Management Institute California Inland Empire Chapter July 2009 - December 2013
Strategic IT Services, LLC July 2010 - June 2013
PMOSIG PMOLIG Program April 2010 - December 2011
Project Management Institute January 2008 - December 2010
Siemens September 2006 - August 2010
Siemens September 2004 - August 2006
Financial Partners Credit Union November 2000 - July 2004
Skills
Entrepreneurship, Non-profit Leadership, Agile Project Management, Integration, Management Consulting, ITIL, IT Strategy, International Project..., Governance, Requirements Analysis, Management, Budgets, Consulting, Negotiation, Interpersonal..., Customer Service, PMI, Business Process Design, PMP, Leadership Development, Communication, Collaboration, Disaster Recovery, Coaching, IT Service Management, Business Strategy, Information Technology, Outsourcing, Training, Service Delivery, Strategy, Process Engineering, IT Outsourcing, Executive Management, Continuous Improvement, Data Center, Team Management, PMBOK, Presentations, Leadership, Networking, PMO, Project Management, Scrum, CRM, Human Resources, Organizational..., Agile Methodologies, Business Transformation
Education
California State University-Long Beach 1978 — 1983
Bachelor of Arts, Early Child Development
Molina Healthcare October 2013 - Present
Pacific Hospital of Long Beach April 2012 - October 2013
First Medical Management October 2011 - July 2012
First Medical Management March 2010 - July 2011
Financial Partners Credit Union October 2005 - March 2010
Skills
Active Directory, Backup Exec, Troubleshooting, Windows Server, VMware, Network Administration, Disaster Recovery, Windows, XP, Network Security, Microsoft SQL Server, Cisco Technologies, Data Center, Virtualization, TCP/IP, Switches, Servers, Citrix, HP EVA, Compellent, WAN Optimisation, Network Load Balancing, SAN, Cisco Wireless, Cisco Routing &..., Juniper, Fortinet, Imperva, A10, VMware ESX, Networking, Firewalls, Cisco Routers, Routers, WAN, DHCP, Help Desk Support, VoIP, Windows 7, Hardware, Security, BGP, HP, Load Balancing, Software Installation
Education
ITILv3 Intermediate Capability Stream 2015 — 2015
ITIL® Release, Control, and Validation (RCV) Certificate
VCE™ Certified Professional 2015 — 2015
VCE Certified Professional Associate Certificate, VCE Vblock Systems
ITILv3 Intermediate Capability Stream 2014 — 2014
ITIL® Planning, Protection, and Optimization (PPO) Certificate
ITILv3 Foundation 2013 — 2013
ITIL® Foundation Certificate in IT Service Management, IT Service Management
LEAD Academy 2012 — 2012
Certificate of completion, Healthcare Management
University of California, Los Angeles 2008 — 2010
Computer Networking
El Camino College 1995 — 1998
Information Technology
JVS October 2013 - Present
One West Bank January 2011 - October 2013
Bank of the West July 2004 - December 2010
Financial Partners Credit Union 2004 - 2004
Calfed Bank 1998 - 2004
Great Western Bank 1993 - 1996
Skills
Loans, Commercial Lending, New Business Development, Business Planning, Small Business Lending, Youth Mentoring, Public Speaking, Event Management, Event Planning, Team Leadership, Leadership Development, Non-profit Volunteer, Volunteer Management, Self Management, Mortgage Lending, Civic Engagement, Banking, Lines Of Credit, Credit, Commercial Mortgages, Cash Management, Commercial Banking, SBA, Deposits, Credit Analysis, Loan Origination, Portfolio Management, Retail Banking, Branch Management, Mortgage Banking, Cross Selling, Credit Risk, Private Banking, Relationship Management, Treasury Management, Underwriting, Finance, Risk Management, Financial Risk, Consumer Lending, Financial Services
Education
Leadership Pasadena 2011 — 2012
Certificate
Purdue University 2001 — 2002
Certificate, Call Center Benchmark Portal
University of Phoenix 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Phoenix
Bachelor of Arts (BA), Business and Statistics
Daniel Murphy HS 1979 — 1982
WD, a Western Digital company June 2013 - Present
WD, a Western Digital company May 2009 - June 2013
Experience Unlimited July 2007 - May 2009
Hanesbrands Inc. February 2009 - March 2009
Self Employed April 2007 - February 2009
The Minka Group 2006 - 2007
Taisei Construction 2004 - 2006
Financial Partners Credit Union 1991 - 2004
Villa Nova Manor HOA January 1995 - March 2001
Skills
Troubleshooting, Process Improvement, Software Documentation, Training, Networking, Budgets, Customer Service, Databases, Disaster Recovery, Time Management, Integration, Visio, Testing, Data Center, SQL, SharePoint, Windows, Team Leadership, Business Analysis, Management, Project Management, Program Management
Education
California State University-Long Beach 1986 — 1990
Computer science
Credit Union July 2006 - Present
Patriots Federal Credit Union February 2014 - July 2015
Financial Partners Credit Union September 2004 - July 2006
LBS Federal Credit Union April 2002 - September 2004
Santa Ana Federal Credit Union February 2000 - April 2002
USE Credit Union 1998 - 2000
Skills
Credit Analysis, Loans, Credit, Collections, Credit Unions, Banking, Mortgage Lending, Credit Risk, Consumer Lending, Risk Management, Finance, Executive Management, Financial Services, Loan Origination, Portfolio Management, Credit Cards, Commercial Lending, Mortgage Collections, Mortgage Modification, Lending Portfolio..., Home Equity Loans, Financial Analysis, Management, Team Building, Retail Banking, Strategic Planning, Leadership, Underwriting, Financial Risk, Customer Service, Call Centers, Process Improvement, Semitar, Ipower, New Solutions, Risk Assessment, Risk Analysis, Budgets
Education
University of Phoenix-Southern California Campus 2011 — 2012
Master's degree, MBA, 3.5
University of Phoenix 2008 — 2010
Bachelor's degree, Finance, General
University of Phoenix-Southern California Campus 2007 — 2010
Bachelor's degree, Finance, General, 3.5
Stearns Lending LLC June 2014 - Present
Everbank February 2013 - June 2014
Seven Gables Real Estate 2013 - 2014
Bank of Manhattan February 2012 - February 2013
Metlife Home Loans July 2009 - January 2012
JP Morgan Chase September 2001 - July 2009
JPMorgan Chase October 2001 - June 2009
Financial Partners Credit Union 1990 - 1997
Financial Partners Credit Union 1990 - 1997
Orange County Teachers Fed Credit Union 1986 - 1990
Skills
Real Estate, Mortgage Marketing, Finance, Mortgage Banking, Reverse Mortgages, VA loans, USDA, FHA, Refinance, Residential Mortgages, Loan Origination, Loans, FHA financing, Credit, Mortgage Underwriting, Certified Mortgage..., First Time Home Buyers, Banking, Investment Properties, Underwriting, Portfolio Management, Real Estate Transactions, Real Estate Economics, Government Loans, Real Estate Financing, Sellers, Construction Loans, Commercial Mortgages, Loss Mitigation, Credit Analysis, Financial Services, FHA Financing, VA Loans, Mortgage Lending, Residential Homes, Home Equity Lines of..., Sales, REO, Investors
Education
Pepperdine University 1997 — 1998
MBA program
Pepperdine University 1997 — 1998
Course sturdy in the MBA program, Masters of Business Administration-Executive Program
California State University-Fullerton
Bachelor's degree, Communications, Journalism
Financial Partners Credit Union January 2005 - Present
Kinecta Federal Credit Union January 2000 - December 2004
First Financial Credit Union October 1998 - December 1999
Great Western Bank 1987 - 1997
Skills
Credit Unions, Banking, Executive Management, Financial Analysis, Leadership Development, Process Improvement, Business Development, Coaching, Leadership, Loans, Credit, Finance, Strategy, Business Planning, Credit Risk, Portfolio Management, Sales
Education
University of Southern California 1976 — 2003
BS in Public Administration and Master of Planning (MPL), Planning
Lord Wandsworth College 1973 — 1976
High school
Andisheh - Don Bosco College 1965 — 1973
Union Bank January 2013 - Present
Financial Partners Credit Union January 2012 - January 2013
SchoolsFirst Federal Credit Union November 2008 - January 2012
SchoolsFirst Federal Credit Union February 2004 - November 2008
Countrywide Financial Corporation January 2003 - January 2004
Skills
Visio, MS Project, Data Analysis, Crystal Reports, T-SQL, Access, Business Analysis, Risk Management, Financial Modeling, VBA, Data Mining, Data Modeling, Statistical Modeling, Visual Studio, Visual Basic, PL/SQL, C++, Project Planning, Project Portfolio..., Advanced SQL, SQL*Plus, Project Initiation, Data Reporting, SQL Server 2000-2008, Excel, Oracle SQL, Project Execution, Project Implementation, Project Closeout, Business Requirements, Banking, Analysis, Credit, Finance, Financial Risk, Leadership, Management, Microsoft Excel, Microsoft SQL Server, Project Management, SDLC, SQL, Vendor Management, Process Improvement, Mortgage Lending, Financial Services, Loans, Strategic Planning, Financial Analysis, Customer Service
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Business Administration (MBA), concentration in Finance
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Project Management (MPM)
DeVry University 1999 — 2002
Bachelor’s Degree, Computer Information Systems
Applied Financial Planning, Inc. September 2008 - Present
Citigroup/Citi SmithBarney 2006 - 2008
Financial Partners Credit Union 2004 - 2006
Everan Securities/First Union/Wachovia 1999 - 2004
Great Western Financial Securities/Washington Mutual 1992 - 1999
Skills
Mutual Funds, Life Insurance, Closed-end Funds, Wrap Accounts, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Series 7, Estate Planning, 401k, Investments, Investment Management
Education
California State University-Fullerton 1983 — 1990
BA, Business Adminstration-Finance
Buena Park High School
F&A Federal Credit Union March 2014 - Present
Financial Partners Credit Union 2013 - 2013
Mid Cities Credit Union 2010 - 2013
The Black AIDS Institute 2009 - 2010
California Credit Union League 2006 - 2009
426 Civil Affairs Battalion (US Army Reserve) 2000 - 2008
Financial Partners Credit Union 2002 - 2006
Kinecta Federal Credit Union 2001 - 2002
Skills
Leadership, Public Relations, Strategic Planning, Marketing, Competitive Analysis, Business Development, Organizational..., Executive Management, Media Relations, Management, Credit Unions, Budgets, Banking, Marketing Strategy, Community Outreach, Internal Communications, Advertising, Strategic Partnerships, Loans, Project Management, Team Building, Coaching, Project Planning, Credit, Policy, Leadership Development, Social Media, Event Planning, Financial Services, Sales, Community Development, Operations Management, Strategic Communications, Government, Research, Marketing Communications, Contract Negotiation, Event Management, Strategic Leadership, Policy Writing, Business Strategy, Risk Management, Market Research, Communication, Social Media Marketing, Social Media Measurement, Social Media Strategist, Social Media Consulting, Social Media Advertising, Social Media...
Education
Pomona College 2006 — 2009
Western CUNA Management School Degree, Financial Institution Executive Management Program
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Fullerton 1995 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies
Synchrony Financial July 2015 - Present
SunTrust January 2015 - July 2015
Financial Partners Credit Union June 2014 - December 2014
RBS Citizens Group January 2012 - March 2013
Royal Bank of Scotland National Bank June 2010 - January 2012
Citicards April 2008 - March 2010
Citicards December 2002 - April 2007
Citicards April 2000 - December 2002
Skills
Marketing Strategy, Project Implementation, People Management, Product Development, Marketing Management, Budgeting, Market Planning, Budget Management, Customer Retention, Call Center Management, Campaign Execution, Online Marketing, Management Consulting, Direct Marketing, E-mail Marketing, Online Advertising, Budgets, Management, Product Marketing, Credit Cards, Marketing, Product Management, Risk Management, Strategy, Process Improvement, Vendor Management, Email Marketing, Leadership, Program Management, Segmentation, Project Management, Forecasting, Business Development, CRM, B2B, Sales Operations, Strategic Planning, Training, Analytics, Call Centers
Education
Post University 2011 — 2014
Bachelor of Science, Marketing
City University of New York-Brooklyn College 1982 — 1983
N/A, Biology, General
Villanova University
PMP Certification
Unified Grocers 2007 - Present
Unified Grocers September 2005 - April 2007
Financial Partners Credit Union June 2002 - September 2005
Skills
Accounting, Accounts Payable, Fixed Assets, Budgets, Gross Profit
Education
Cal Poly Pomona 1996 — 2001
Business Administration, Accounting
American First Credit Union June 2012 - Present
The Art Institute January 2009 - November 2011
Visterra Credit Union formerly Raincross Credit Union November 2005 - January 2008
Credit Union Direct Lending July 2004 - November 2005
Financial Partners Credit Union August 1988 - October 2003
Skills
Consumer Loan Officer,..., Loans, Student Financial Aid, Customer Service, Financial Analysis, Credit, Leadership, Finance, Process Improvement, Microsoft Office, Public Speaking, Higher Education
Education
Argosy University 2013 — 2016
Bachelor’s Degree, Business Administration and Management, General
Argosy University
Bachelor's degree on-going, Business Administration and Management, General
Radian Guaranty Inc. February 2015 - Present
Advia Credit Union March 2014 - October 2014
CMG Mortgage Insurance August 2005 - December 2013
California Credit Union September 2003 - December 2004
Financial Partners Credit Union September 1988 - September 2003
Skills
Mortgage Lending, Mortgage Servicing, Consumer Lending, Executive Management, Sales Management, Risk Management, Credit Unions, Banking, Credit Risk, Credit Analysis, Strategic Planning, Loan Servicing, Selling, Loans, Leadership, Financial Risk, Real Estate, Loss Mitigation, Underwriting, Mortgage Banking, Secondary Marketing, Sales & Marketing..., Strategic Financial..., Real Estate Financing, Financial Analysis, Financial Risk..., Budgets, Loan Origination, Investor Reporting, Investors, Insurance, Portfolio Management, Sales
Education
University of Phoenix-Southern California Campus 1995 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Financial Partners Credit Union April 2011 - Present
SD Medical Federal Credit Union April 2011 - June 2015
SD Medical Federal Credit Union April 2011 - December 2013
Wells Fargo April 2010 - January 2011
Skills
Banking, Credit, Loans, Customer Service, Sales, Microsoft Excel, Microsoft Office, Retail Banking, Financial Analysis, Credit Analysis, Microsoft Word, PowerPoint, Financial Services, Consumer Lending, Cash Management, Event Coordinator
Education
St. Petersburg College
Banc Home Loans January 2015 - Present
Kinecta Federal Credit Union June 2011 - December 2014
Financial Partners Credit Union March 2010 - July 2011
Finacial Partners Credit Union November 2007 - March 2010
Boardwalk Realty August 1999 - November 2007
Great Western Bank 1993 - 1998
Skills
Mortgage, Loans, Loan Origination, Real Estate, Credit, Banking, Mortgage Lending, Refinance, Marketing, Sales, First Time Home Buyers, Referrals, Investors, Mortgage Banking, Leadership, Investment Properties, Credit Unions, Residential Mortgages, FHA financing, Sellers
Education
California State University-Northridge 1985 — 1987
Bachelor Of Science, Finance-Real Estate
F&A Federal Credit Union February 2015 - Present
Financial Partners Credit Union December 2010 - February 2015
Xceed Financial Credit Union January 2008 - December 2010
CCUl Events 2005 - 2009
Kinecta Federal Credit Union February 2004 - January 2008
Skills
Credit Unions, Banking, Marketing, Loans, Portfolio Management, Financial Services, Credit, Business Development, Management, Strategic Planning, Executive Management, Consumer Lending, Loan Origination, Credit Cards, Mortgage Lending, Leadership, Risk Management, Finance, Strategy, Retail Banking, Team Building, Call Centers, Financial Analysis, Direct Marketing, Sales Management, Social Media Marketing, Development of..., Email Marketing, Analytics, Marketing Communications, Marketing Strategy, Digital Marketing
Education
University of Phoenix 2010 — 2012
MBA, Business Administration, Management and Operations
University of Phoenix 2005 — 2009
BS, Business Administration
Western Federal Credit Union November 2014 - Present
Financial Partners Credit Union August 2013 - November 2014
PacTrust Bank August 2012 - May 2013
Gateway Business Bank December 2004 - August 2012
Atlas Office Supplies November 2003 - June 2005
Cohesive Technologies April 2003 - October 2003
Syagen Technology June 2002 - February 2003
Quest Diagnostics June 1998 - July 2002
Skills
Organizational Structure, Business Communications, Innovation Management, New Business Development, Product Development, Clinical Research, Credit Analysis, Small Business Lending, Real Estate, Commercial Lending, Finance, Real Estate Economics, Loans, Portfolio Management, Banking, Risk Management, Funding, Underwriting, Business Development, Analysis, Lines Of Credit, Start-ups, Loan Origination, Investment Properties, Mortgage Lending, Commercial Real Estate, Mortgage Banking
Education
Ball State University 1993 — 1998
Bachelor of Science (B.S.)
University of Phoenix 2000 — 2002
MBA
Financial Partners Credit Union October 2013 - Present
dotNext Solutions July 2011 - Present
Taos November 2012 - October 2013
Kaiser Federal Bank June 2010 - August 2011
Autoland March 2007 - June 2010
Telesis Community Credit Union May 2002 - June 2010
California Credit Union October 2001 - April 2002
EDS Group May 1991 - November 2001
Mountain America Credit Union 1984 - 1991
Skills
Strategic Planning, Budgeting, IT Management, Vendor Management, Security, Microsoft Office, Program Management, Business Intelligence, Business Analysis, Process Improvement, SQL Server, Team Leadership, Negotiation, Problem Solving, IT Strategy, Change Management, Telecommunications, Excel, Disaster Recovery, Risk Management, Software Development, Banking, HTML, Word, PowerPoint, Contract Negotiation, Executive Management, Integration, Outsourcing, Compliance, E-commerce, Planning, Windows, Application Development, Budgets, Project Planning, Microsoft Excel, Marketing, Sales Management, Business Development, Management, Project Management
Education
University of La Verne 2011 — 2015
Bachelor's Degree, Organizational Leadership, 3.89
Taylorsville high school 1982 — 1983
Financial Partners Credit Union January 2007 - Present
Financial Partners Credit Union January 2009 - January 2010
Bank of America August 2004 - July 2006
Washington Mutual April 2001 - July 2003
Skills
Loans, Credit Unions, Credit, Banking, Consumer Lending, Retail Banking, Risk Management, Mortgage Lending, Loan Origination, Team Building, Management, Customer Service, Sales Management, Credit Analysis, Leadership, Financial Services, Coaching
Education
Pomona College 2010 — 2013
Certificate/Diploma, Western CUNA Management School
California State University-Los Angeles 1998 — 2000
Criminal Justice
Fiserv June 2015 - Present
National University March 2015 - May 2015
Third Degree Advertising April 2013 - February 2015
Financial Partners Credit Union March 2012 - March 2013
Cabrillo Credit Union January 1999 - March 2012
CUNA Center for Professional Developement July 2010 - July 2011
CUNA Marketing & Business Developement Council March 2003 - 2011
Skills
Strategic Planning, Marketing, Social Media, Market Research, E-commerce, Storyboarding, Marketing Communications, Credit Unions, Banking, Public Relations, Credit, Direct Marketing, Business Development, Loans, Budgets, Analytics, Management, Database Marketing, Advertising, Executive Management, Mortgage Lending, Marketing Strategy, Financial Services, Sales, Sales Management, Leadership, Consumer Lending, Credit Cards, Business Strategy, Brand Management, Market Planning, Social Media Marketing, Email Marketing, Coaching, Public Speaking, Marketing Management, Strategy, Online Marketing, Team Building
Education
National University, San Diego 2008 — 2011
MBA, Marketing
University of Iowa 1986 — 1990
BA, Journalism, communications
Edina High School 1983 — 1986
Financial Partners Credit Union May 2014 - Present
Kinecta Federal Credit Union February 2009 - April 2014
Bondcorp Mortgage & Realty Services, Inc. September 2003 - February 2009
Hughes Aircraft Employees Federal Credit Union June 1997 - September 2003
Plaza Home Mortgage October 1991 - June 1997
Skills
Consumer Lending, Mortgage Lending, Refinance, Underwriting, Finance, Jumbo Mortgage, VA loans, USDA, Commercial Lending, Commercial Banking, Credit Risk, Financial Analysis, Investments, Portfolio Management, Small Business Lending, Retail Banking, Construction Loans, Risk Management
Education
University of California, Los Angeles 1985 — 1991
Bachelor's degree, Psychology and Economics
Financial Partners Credit Union December 2010 - Present
Financial Partners Credit Union April 2007 - December 2010
SkyOne Federal Credit Union formally FAA First August 2005 - April 2007
Skills
Residential Mortgages, Retail Banking, Consumer Lending, Business Development, Loan Origination, Customer Service, PowerPoint, Telemarketing, Sales, Home Equity Loans, Mortgage Banking, Banking, Credit Unions, Mortgage Lending, Loans, Credit Cards, First Time Home Buyers, Finance, Credit, Financial Services, Management, Mortgage Underwriting, Refinance, Training, Underwriting
Education
California State University-Long Beach - College of Business Administration 2003 — 2005
Bachelor of Business Administration (BBA), Marketing
Carolyn Hicks & Associates 2006 - Present
Financial Partners Credit Union 2006 - 2007
Kinecta Federal Credit Union 2003 - 2006
Signature Eyewear 2000 - 2002
Skills
Graphic Design, Art Direction, Fine Art, Branding & Identity, Creative Direction, Advertising, Corporate Branding, Illustrator, Web Design, Logo Design, Photography, Social Media, Art, SEO, Image Manipulation, Concept Development, Graphics, InDesign, Adobe Creative Suite, Email Marketing, Integrated Marketing, Copywriting, Marketing Communications, Photoshop, Brand Development, Direct Marketing, Marketing, Online Marketing, Brochures, Marketing Strategy, Social Media Marketing, Public Relations
Education
Temple University
Painting
Temple University
Graphic Design
Financial Partners Credit Union October 2012 - Present
Opus Bank November 2011 - October 2012
Fullerton Community Bank August 2000 - November 2011
Skills
Management, Banking, Loans, Commercial Banking, Financial Services, Commercial Lending, Credit Analysis, Marketing, Small Business Lending, Cash Management, Process Improvement, Commercial Mortgages, Credit, Mortgage Lending, Cash Flow, SBA, Risk Management, Consumer Lending, Sales, Customer Service
Education
Cerritos College
Mimi's Cafe June 2014 - Present
Financial Partners Credit Union June 2010 - September 2013
Pre-Paid Legal Services, Inc. May 2009 - June 2010
Hobbs/Herder Advertising September 2001 - March 2009
CrossGate Group February 1998 - August 2001
Qualtek Services January 1994 - January 1998
Education
Kenmore West High School 1960 — 1963
Bryant and Stratton College
Associate's
Financial Partners Credit Union April 2013 - Present
Financial Partners Credit Union May 2006 - April 2013
nuVision Financial FCU September 2002 - May 2006
Comforce June 2002 - September 2002
PricewaterhouseCoopers December 1998 - April 2002
Price Waterhouse May 1994 - December 1998
Skills
Call Center, Telecommunications, Data Center, Cisco Technologies, VoIP, Disaster Recovery, System Administration, Unified Communications, Switches, Team Leadership, Troubleshooting, Call Centers, LAN-WAN, Networking, Active Directory, Network Design, System Deployment, Vendor Management
Education
Chapman University 1986 — 1988
Post Computer Systems February 2010 - Present
Engineering Services & Products Co. January 2007 - April 2009
Financial Partners Credit Union August 2006 - December 2006
UMass Lowell - Parking Services October 2004 - May 2006
LEGO December 2004 - December 2005
UMASS Lowell Interlibrary Loan Dept October 2001 - May 2002
Skills
Microsoft Exchange, Servers, Program Management, Networking, Troubleshooting, Windows Server, Active Directory, Technical Support, Software Documentation, Software Installation, Security, Computer Hardware, Microsoft Office, Training, Customer Service, Network Security, Process Improvement
Education
University of Massachusetts Lowell 2001 — 2006
BSBA, Management and Information Systems
Financial Partners Credit Union 2007 - 2009
Commercial Capital Bank February 2005 - August 2007
Skills
New Business Development, Sales, Mortgage Lending, Consumer Lending, Commercial Banking, Loans, Mortgage Banking, Team Building, Credit, Finance, Branch Management, Management, Leadership, Banking, Forecasting, SBA, Employee Relations, Sales Management, Credit Risk, Credit Analysis, Lines Of Credit, Small Business Lending, Customer Service, Negotiation, Residential Mortgages, Strategic Planning, Retail Banking, Loan Origination, Risk Management, Business Development, Budgets, Marketing Strategy, Trade Finance, Bank Secrecy Act, Refinance, Account Management, Commercial Lending, Mortgage Underwriting, Cash Management, Credit Unions, Branch Banking, Asset Based Lending
Education
University of South Carolina-Columbia 1966 — 1968
Financial Partners Credit Union September 2014 - Present
Center for Discovery March 2013 - September 2014
SchoolsFirst FCU June 2006 - March 2013
Aspen Education Group 1998 - 2006
Sanwa Bank California 1994 - 1998
First Interstate Bancorp 1992 - 1994
Skills
HRIS, Human Resources, Program Management, Deferred Compensation, Employee Relations, Personnel Management, Employee Benefits, HR Policies, New Hire Orientations, Policy, Leadership, Training, Talent Acquisition, Onboarding, Temporary Placement, Succession Planning, Performance Management, Organizational...
Education
California State University-Long Beach
MPA, Masters Public Administration
California State University-Long Beach
Social Work
Financial Partners Credit Union September 2004 - April 2014
WesCorp 2002 - 2004
Comerica August 2001 - December 2002
Wescom Credit Union 1999 - 2001
Skills
Banking, Vendor Management, Disaster Recovery, IT Management, IT Strategy, Management, Process Improvement, Risk Management, Executive Management, Information Technology, Leadership, Data Center, Business Analysis, IT Operations, Integration, Business Development, Retail Banking, VMware, Team Leadership, Analysis, Call Centers, Security, Network Security, Microsoft SQL Server, Loans, Business Strategy, Budgets, Active Directory, Leadership Development, Software Development, NetApp, Data Encryption, Regulatory Compliance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 1999
Management Certification, Management
California State Polytechnic University-Pomona
Mt. San Antonio College
Massage Envy Spa January 2011 - Present
COCC January 2007 - January 2011
Financial Partners Credit Union June 2005 - October 2005
Provident Bank December 2004 - June 2005
Skills
Management, Training, Sales, Sales Management, Marketing, Coaching, Small Business, Strategic Planning, Risk Management, Entrepreneurship, New Business Development, Banking, Team Building, Strategy, Account Management, Executive Management, Start-ups, Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Skin Care Products, Therapeutic Massage
Education
Louisiana State University 1996 — 2000
Geography
Long Beach City Employees Federal Credit Union September 2015 - Present
University Credit Union September 2014 - September 2015
Arrowhead Credit Union February 2012 - September 2014
Los Angeles Police Credit Union May 2008 - February 2012
American First Credit Union May 1996 - February 2008
Financial Partners Credit Union July 1986 - May 1996
Skills
Process Improvement, Loans, Budgets, Management, Sales, CRM, Business Development, Product Development, Marketing, Coaching, Credit Unions, Consumer Lending, Risk Management, Underwriting, Executive Management, Strategy, Project Management, Leadership, Strategic Planning, Banking, Financial Analysis, Sales Management, New Business Development, Call Center, Call Centers, Business Planning, Networking, Customer Service, Relationship Management, Vendor Management, Operations Management, Credit, Loan Servicing, Team Building, Mortgage Lending, Change Management
Education
University of Phoenix 1997 — 2000
Business Administration and Management, General
First Financial Credit Union April 2015 - Present
Financial Partners Credit Union May 2014 - April 2015
Financial Partners Credit Union July 2013 - April 2014
Financial Partners Credit Union March 2011 - July 2013
Financial Partners Credit Union May 2007 - March 2011
Financial Partners Credit Union September 2005 - May 2007
CUNA Mutual Group August 2004 - September 2005
Kinecta Federal Credit Union 1994 - August 2004
HomeFed Bank of San Diego 1984 - 1994
Skills
Loans, Sales Management, Sales, Banking, Credit, Mortgage Lending, Consumer Lending, Loan Origination, Credit Unions, Financial Services, Executive Management, Mortgage Banking, Credit Cards, Strategic Planning, Process Improvement, Retail Banking
Education
Pomona College 2003 — 2005
Western CUNA Management School 2003 — 2005
Palomar College 1984 — 1986
Associate of Arts (AA)
Hyundai Mobis Parts America June 2014 - Present
Toshiba America Medical Systems October 2013 - March 2014
UC Irvine Medical Center April 2013 - October 2013
Prospect Medical Group August 2010 - February 2012
Cosmo Store Services (Renovo - Retail Rennovations) October 2007 - August 2008
Financial Partners Credit Union September 2005 - September 2007
First Financial Credit Union October 2004 - September 2005
Skills
Labor Relations, Employee Benefits, Performance Management, Recruiting, Employee Relations, Employee Handbooks, Onboarding, Microsoft Excel, New Hire Orientations, Talent Acquisition, Deferred Compensation, Human Resources
Education
California State Polytechnic University, Pomona
Bachelors of Science, Business Admin. Human Resource Mgmt
El Camino College
Associates, General Education
American Airlines Federal Credit Union July 2008 - December 2014
CBSI 2004 - 2010
Financial Partners Credit Union June 2004 - June 2008
Invest Financial 1995 - 2002
Skills
Mutual Funds, Retirement Planning, Insurance, Investments, Banking, Financial Services, Management, Risk Management, Portfolio Management, Team Leadership, Budgets, Series 7, Wealth Management, Series 24
Education
California State University-Northridge 1965 — 1968
BA, English
Financial Partners Credit Union June 2014 - Present
United American Mortgage February 2013 - June 2014
American Financial Network August 2011 - January 2013
Pacific Mercantile Bank March 2010 - March 2011
The Monarch Financial Group August 1993 - January 2010
Skills
Mortgage Banking, Loans, Loan Origination, Mortgage Lending, FHA, Real Estate, VA loans, USDA, Refinance, FHA financing, Reverse Mortgages, Real Estate Financing, Underwriting, Residential Mortgages, Construction Loans, First Time Home Buyers, Investors, Commercial Lending, REO, Certified Mortgage..., Short Sales, Non-Conforming, Government Loans, Finance, Commercial Mortgages, Mortgage Underwriting, Real Estate Transactions, Investment Properties, Real Estate Economics, Foreclosures, Credit, Home Equity Loans, Loss Mitigation, Financial Structuring, HUD, Mortgage Marketing, Closings, Condos, Home Equity Lines of..., Loan Modifications, Loan Servicing, Mortgage Servicing, New Home Purchase, Referrals, Residential Homes, Sellers
Education
Katella High 1971 — 1972
Orange Coast College
Spencer White & Company March 2015 - Present
Commonwealth Business Bank August 2013 - November 2014
Commerce National Bank December 2007 - July 2013
Financial Partners Credit Union November 2005 - November 2007
Pacific Mercantile Bank 2000 - 2003
KB Home January 2001 - November 2001
Skills
Financial Reporting, Accounting, General Ledger, Internal Audit, Financial Accounting, Internal Controls, Cash Management, Finance, Auditing, Financial Analysis, Tax, Financial Statements, Managerial Finance, Accounts Payable, Banking, Credit, Cost Accounting, Payroll, Treasury Management, Risk Management, Sarbanes-Oxley Act
Education
Central Michigan University 1981 — 1984
MS, Accounting
Financial Partners Credit Union January 2015 - Present
AppleOne Employment Agency 2011 - 2013
Just Price Solutions June 2006 - February 2010
AmeriNational Community Services 1997 - 2004
American National Insurance 1993 - 1997
Skills
Customer Service, Strategic Planning, Microsoft Office, Management, Leadership, Microsoft Excel, Team Building, Training, Performance Management, Human Resources, Employee Relations, Outlook, Budgets
Education
Ashford University 2011 — 2015
Bachelor's Degree, Business Administration and Human Resources Management, Senior
Bell Gardens High School 1986 — 1990
Diploma, General Education
Financial Partners Credit Union May 2010 - Present
Financial Partners Credit Union June 2009 - May 2010
Self Employed April 2008 - June 2009
Kinecta Federal Credit Union 1997 - 2008
Inacom Information Systems 1994 - April 1997
On Demand Resource 1996 - 1997
Reel Seafood 1989 - 1994
American Restaurant Group 1987 - 1989
Skills
Executive Management, Budgets, Financial Analysis, Loans, Internal Audit, Portfolio Management, Mergers, Sales, Cash Management, Credit Risk, ALM, Credit, Banking, Risk Management, Investments, Mortgage Banking, Financial Modeling, Microsoft Excel, Process Improvement, Finance, Accounting, Credit Analysis, Strategic Financial..., Consumer Lending, Liquidity, Financial Services, Forecasting, Management, Underwriting, Interest Rate Risk..., Financial Risk, Team Building, Credit Unions, Mortgage Lending, Commercial Lending, Strategic Planning, Loan Origination
Education
California State University-Long Beach 1983 — 1987
BA, Economics
Western CUNA Management School
Financial Partners Credit Union
Skills
Credit Unions, Strategic Planning, Executive Management, Risk Management, Banking, Finance, Mortgage Lending, Loans, Vendor Management, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business Administration
Financial Partners Credit Union April 2015 - Present
Financial Partners Credit Union April 2012 - April 2015
Financial Partners Credit Union July 2006 - May 2012
Chaffey Federal Credit Union June 2005 - July 2006
Skills
Credit, Marketing, Mortgage Lending, PowerPoint, Microsoft Office, Loan Origination, Social Media, Customer Service, Risk Management, Banking, Credit Unions, Consumer Lending, Mortgage Banking, Credit Analysis, Commercial Lending, Loans, Finance
Education
University of Phoenix 2011 — 2014
B.S., Business Administration and Management, General
Rio Hondo College
AA, Journalism
Financial Partners Credit Union November 2011 - Present
Kinecta Federal Credit Union July 2002 - November 2011
Skills
Banking, Investments, Mortgage Lending, Wealth Management, Insurance, Securities, Mutual Funds, Loans, Financial Services, Credit Analysis, Credit, Series 7
Education
University of California, Los Angeles 1989 — 1994
Bachelors, Economics
Golden 1 Credit Union January 2013 - Present
Golden 1 Credit Union January 2014 - January 2015
Golden 1 Credit Union December 2012 - January 2014
Financial Partners Credit Union March 2012 - December 2012
O'Donnell Chevrolet Buick June 2011 - March 2012
Autoland, Inc. January 2010 - July 2011
Sonic Automotive September 2007 - December 2009
Champs Sports January 2006 - September 2007
Summit Services Group March 2002 - December 2005
Scorecard June 1995 - March 2002
Skills
Sales Management, Retail, Customer Service, Budgeting, Finance, Credit Analysis, Account Management, Credit Unions, Automotive, Consumer Lending, Inventory Management, Banking, Leadership, Vehicles, Sales Process, Sales, Budgets, Negotiation, Selling, Marketing, New Business Development, Customer Retention, Loans, Customer Satisfaction, Credit, Automobile, Profit, Program Management, E-commerce, Team Leadership, Training, Process Improvement, Public Relations, Microsoft Excel, Public Speaking, Management, Strategic Planning, Operations Management, PowerPoint, Social Media, Microsoft Office, Recruiting, Team Building, Forecasting, Marketing Strategy, Business Strategy, Financial Analysis, Microsoft Word, Marketing Communications, Business Development
Education
California State University-Northridge 1997 — 2000
No Company January 2010 - January 2013
Wachovia Bank January 2008 - July 2010
Financial Partners Credit Union December 2006 - September 2007
NuVision Federal Credit Union September 2003 - December 2006
Foresters October 2001 - March 2003
G.E. Financial Capital March 2001 - October 2001
California National Bank April 1994 - October 2000
Fidelity Federal Bank 1994 - 2000
California Federal Bank September 1989 - April 1994
Skills
Loans, Consumer Lending, Sales
Education
Saddleback Valley College
San Diego City College
Financial Partners Credit Union March 2013 - Present
My Recruiting Solutions May 2010 - February 2013
Financial Partners Credit Union May 2012 - November 2012
Crystal Cruises September 2010 - February 2012
Crystal Cruises June 2010 - September 2010
University of Texas Health Science Center - Dental School October 2009 - February 2010
Southwest I.S.D March 2008 - September 2009
Crystal Cruises October 2005 - June 2007
Crystal Cruises February 2005 - October 2005
Strategic Planning Concepts International September 2004 - December 2004
Skills
Administrative..., Event Management, Data Entry, Customer Service, Invoicing, Research, QuickBooks, Human Resources, Public Speaking, Microsoft Office, Outlook, Recruiting, Administrative..., Event Planning, Leadership, Marketing, Strategic Planning, Team Building, Management, Training
Education
University of Arizona 2002 — 2004
Bachelor of Arts, CommunicationJul 2004
Cerritos College 1999 — 2001
AA, Economics
Financial Partners Credit Union May 2014 - Present
Financial Partners Credit Union October 2010 - May 2014
Wells Fargo August 2005 - October 2008
Wells Fargo August 2003 - August 2005
Bank of America December 1999 - August 2003
Skills
Retail Banking, Sales Management, Operations Management, Mortgage Lending, Customer Retention, Customer Oriented, Management, Commercial Banking, Financial Services, Credit Analysis, Customer Service, Risk Management
Education
California State University-Northridge 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
New American Funding April 2013 - Present
Corix Utilities November 2009 - Present
Orange County's Credit Union November 2001 - April 2009
Anaheim Area Credit Union May 1992 - October 2001
Financial Partners Credit Union March 1987 - May 1992
Skills
Microsoft Office, Process Improvement, Visio, Training, Outlook, Team Building, Access, Microsoft Excel, Business Analysis, Software Documentation, Troubleshooting, Management, Risk Management, Vendor Management
Education
Bellflower High 1977 — 1981
Cerritos College
AA, Business
Icaro Gallery June 2013 - Present
REebroker August 2011 - Present
Free Lancer (Self employed 2009 - Present
Cleveland State University August 2009 - August 2011
Icaro Gallery October 2001 - 2006
Financial Partners Credit Union February 2000 - August 2003
Skills
Customer Service, Research, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Microsoft Word, Facebook, Social Media, Fundraising, Editing, Marketing, Volunteer Management, Community Outreach, Blogging, Teaching, Strategic Planning, Spanish, Nonprofits, Public Relations, Grant Writing, Market Research, Negotiation, Budgets, Program Development, Sales, Higher Education, Marketing Strategy, Team Building, Analysis, Creative Writing
Education
ALLIANCE FRANÇAISE DE LIMA Pérou
French
Broward College
Business Law
Capella University
Industrial and Organizational Psychology
Cleveland State University
Diversity Management
Coral Gables Center
Bookkeeping, Accounting
Irvine Valley College
Real Estate
Universidad de Lima
B.A, Communications
University of Akron
F.L. Teaching
Financial Partners Credit Union July 2012 - Present
Telesis Community Credit Union/ Premier America CU February 2008 - June 2012
CUID/ Telesis Community Credit Union 2007 - 2008
California Bear Credit Union 2003 - 2007
Skills
Loans, Mortgage Lending, Credit Unions, Banking, Credit, Product Knowledge, Consumer Lending, Customer Service, Strategic Planning, Loan Origination, Call Center, ACH, Coaching, Executive Management, Risk Management, Multilingual, Operations Management, Branch Management, Competitive Intelligence, Symitar, Lending 360, CUBE Classic & Encore..., Underwriting
Education
Centro Escolar University 1997 — 2001
Bachelor of Science (B.S.), Commerce Major in Business Management
The Affinity Advisory Group, LLC January 2013 - Present
Xceed Financial Credit Union March 2011 - November 2012
Financial Partners Credit Union July 2010 - March 2011
Skills
Mortgage Lending, Real Estate, Loans, Loan Origination, Underwriting, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Commercial Lending, Banking, Commercial Banking, Credit Risk, Consumer Lending, Retail Banking
Education
El Camino College
Business Administration and Management, General
SchoolsFirst Federal Credit Union September 2014 - Present
Firefighters First Credit Union August 2013 - August 2014
Los Angeles Firemen's Credit Union March 2006 - August 2014
Financial Partners Credit Union 1995 - 2003
Re: Member Data Services 1991 - 1995
Skills
Banking, Process Improvement, Disaster Recovery, Call Center, Management, Vendor Management, Data Center, Business Analysis, Strategic Planning, IT Strategy, Troubleshooting, Internet Banking, Technology Planning, Credit Unions, Business Continuity, IT Operations, SharePoint, Executive Management, Integration, IT Management, Project Management, Leadership, Strategy, Change Management, Business Process, Risk Management, Customer Service, Budgets, Credit, Call Centers, Team Building, Information Technology, Business Process..., Analysis, Project Portfolio..., Software Documentation, Financial Services, Operations Management, Governance, Security, Business Intelligence, Marketing, Visio, CRM, Finance, Technology Leadership, Team Leadership, Infrastructure
Education
University of Tennessee at Martin 1984 — 1988
Business Administration, Data Systems, Business Administration, Computer Science
The University of Memphis
Financial Partners Credit Union August 1987 - Present
Skills
Banking, SQL, Microsoft SQL Server, Microsoft Office, Java, JavaScript, HTML, Software Development, Business Analysis, XML
Education
California State University-Long Beach 1979 — 1982
Business, qs, business
U.S. Bank May 2013 - Present
City National Bank October 2010 - March 2013
Financial Partners Credit Union March 2006 - February 2010
Education
Los Angeles City College
Arrowhead Credit Union December 2013 - Present
Financial Partners Credit Union December 2010 - November 2013
SchoolsFirst Federal Credit Union (formerly Orange County Teachers Federal Credit Union) 2003 - November 2010
SchoolsFirst Federal Credit Union (formerly Orange County Teachers Federal Credit Union) 2003 - 2008
SchoolsFirst Federal Credit Union (formerly Orange County Teachers Federal Credit Union) 1991 - 2003
America's Christian Credit Union (formerly Nazarene Federal Credit Union) 1989 - 1991
Orange County's Credit Union (formerly Orange County Federal Credit Union) 1986 - 1989
Skills
Credit Unions, Loans, Risk Management, Credit, Banking
Education
Chapman University
BA, Social Science
Ventura County Credit Union October 2009 - Present
San Diego Metropolitan Credit Union 2004 - 2009
Financial Partners Credit Union 1995 - 2003
Skills
Loans, Strategic Planning, Credit Unions, Executive Management, Financial Analysis, Credit Cards, Loan Origination, Risk Management, Banking, Credit, Commercial Lending, Marketing, Process Improvement, Team Building, Consumer Lending, Mortgage Lending, Underwriting, Leadership, Budgets, Business Development, Small Business Lending, Coaching, Financial Institutions, Portfolio Management, Business Planning
Education
Cal Poly Pomona 1972 — 1977
MBA, BA, Business Administration
Pius X High School
Mercury Technology Group February 2015 - Present
Mercury Technology Group January 2014 - February 2015
Mercury Technology Group May 2012 - December 2013
Financial Partners Credit Union April 2011 - May 2012
The Park National Bank August 2009 - April 2011
The Park National Bank October 1995 - August 2009
The Park National Bank March 1995 - October 1995
Century National Bank September 1993 - March 1995
Century National Bank, Division of the Park National Bank August 1989 - September 1993
Skills
Windows, Problem Solving, Data Center, SQL Server, Windows Server, VMware, Linux, Operating Systems, Architecture, Cisco, Cisco Switches, Cisco IOS, Cisco Catalyst Switches, Cisco devices, Routers, Routing, Routing Protocols, HP EVA, HP Proliant, HP Printers, HP Openview, NetApp, NetApp Filers, Compellent, CiscoWorks, Solarwinds, Dell PowerEdge Servers, Dell Desktops, LAN/WAN, Active Directory, Switches, Storage Area Networks, Servers, DHCP, TCP/IP, Virtualization, Windows Server 2003, DNS, Firewalls, Network Administration, Disaster Recovery, VMware ESX, Troubleshooting, System Administration, Windows Server 2008, Storage, WAN, HP, XP, Network Design
Education
University of California, Irvine 1985 — 1989
Bachelor of Science, Information & Computer Science
Bishop Rosecrans High School 1980 — 1984
H.S. Diploma, High School/Secondary Diploma Programs
B.B. Graham & Co. October 2010 - Present
B.B. Graham & Co. October 2010 - Present
BC Alternatives, LLC February 2007 - Present
Financial Partners Credit Union September 2008 - October 2010
DFC Investor Services March 2001 - March 2009
IFMG October 2007 - April 2008
Financial Industry Regulatory Authority (NASD) June 1998 - April 2001
WM Financial Services June 1998 - June 1999
Morgan Stanley October 1996 - June 1998
Skills
Investments, Mutual Funds, Options, Financial Planning, Insurance, Retirement Planning, Arbitration, CLU, Securities, Financial Markets, Investment Advisory, Asset Management, Wealth Management, Trading, Executive Management, Asset, Equities, Series 7, Compliance, FINRA, Dividends, Financial Services, Fixed Annuities
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
Missouri Southern State University
B.S. / B.A.
The American College
CFP ® , ChFC, CLU
National Technical Systems for Automatic Data Processing (ADP) 2005 - 2006
Financial Partners Credit Union 2004 - 2005
National Technical Systems for Automatic Data Processing (ADP) 2003 - 2004
Telemon Corporation 2000 - 2003
Black & Decker 1981 - 2000
Skills
Visio, XP, Telecommunications, Network Administration, Troubleshooting, Project Management
Education
University of Phoenix 1996 — 2000
Bachelor of Science (B.S.), Business/Information Systems, 3.65
Financial Partners Credit Union March 2015 - Present
SchoolsFirst Federal Credit Union June 2012 - March 2015
SchoolsFirst Federal Credit Union December 2009 - June 2012
SchoolsFirst Federal Credit Union September 2007 - December 2009
San Diego County Credit Union March 2004 - August 2007
Newgen Results October 2003 - March 2004
JC Penney January 1999 - October 2003
Skills
Leading Projects, Streamlining Operations, Federal Regulations E &..., Credit Cards, Credit Unions, Analysis, Portfolio Management, Banking, Credit, Risk Management
Education
National University 2011 — 2014
Psychology
Point Loma Nazarene University 1998 — 2002
Psychology
City of El Segundo August 2012 - Present
City of Arcadia July 2010 - June 2011
Lockheed Federal Credit Union January 2010 - August 2010
Financial Partners Credit Union July 2005 - December 2008
Caffe D'Amore April 2001 - July 2005
Home Grocer April 2000 - February 2001
Skills
Facilities Engineering, Painting, Electrical, Concrete, Flooring, drywall repair, all facilities related..., Facilities Management, Maintenance, Plumbing, Heavy Equipment, Maintenance, Customer Service, Supervisory Skills, Construction, Management, Security, Preventive Maintenance, Supervision, HVAC, Building Maintenance, Heating, Water
Education
Citrus College 1990 — 1992
Autobody/Collision and Repair Technology/Technician, 4.0
citrus college 1990 — 1992
ase certifacation, Automobile/Automotive Mechanics Technology/Technician, 4.0
Arcadia high school 1986 — 1989
diploma, General Studies, 3.8
First Citizens Bank April 2007 - Present
Financial Partners Credit Union January 1995 - April 2007
Skills
Notary Public
Education
DeVry University-California 1992 — 1993
Business/Accounting
Financial Partners Credit Union March 2014 - Present
OneWest Bank November 2012 - March 2014
OneWest Bank October 2001 - October 2012
Indymac Bank 2001 - 2008
Skills
Small Business Lending
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance, General
EI-LO December 2010 - Present
Financial Partners Credit Union April 2009 - December 2010
Education
California State University Dominguez Hills 2008 — 2012
Bachelor of Science, International Business
El Camino College 2006 — 2008
Associate of Science (AS), Business Administration
Financial Partners Credit Union 2010 - 2010
Altura Credit Union October 2000 - April 2009
Skills
Retail Banking, Mortgage Lending, Consumer Lending, Credit Card Transaction..., Underwriting, Management, Collections
Education
University of Southern California 1990 — 1994
Bachelor's of Science, Business Administration
Self-employed August 2012 - Present
Universe Electronic June 2006 - August 2012
Financial Partners Credit Union January 1999 - June 2006
Skills
First Time Home Buyers, Single Family Homes, Foreclosures
Education
Long Beach City College 2008 — 2010
Certificate, Accounting
Mt. San Antonio College 1983 — 1988
Associate of Science (A.S.), Computer Technology/Computer Systems Technology