First Tech Credit Union
Industry: Bank
DescriptionFirst Tech Federal Credit Union is a federally chartered credit union headquartered in Beaverton, Oregon. It is regulated under the authority of the National Credit Union Administration. Customer service: 1 (855) 855-8805 Headquarters: Palo Alto, CA CEO: Greg Mitchell (Oct 23, 2012–) Members: 465,245 (2017) Number of locations: 40 Founded: January 14, 1952
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First Tech Credit Union Employees
R Carrie Insurance Agency, Inc. October 2013 - Present
First Tech Credit Union May 2012 - April 2013
Country Financial September 1998 - March 2012
Skills
Property & Casualty..., Life Insurance, Health Insurance, Fixed Annuities, Commercial Insurance, Retirement, Finance, Term Life Insurance, Umbrella Insurance, Workers Compensation, Retirement Planning, Insurance, Long-term Care, Employee Benefits, Strategic Financial...
Education
San Francisco State University
Bachelor of Science, Business Administration International Business
Opsmatic January 2015 - Present
Urban Airship September 2012 - January 2015
Urban Airship November 2011 - September 2012
Portland Community College March 2011 - June 2012
Urban Airship July 2011 - October 2011
Hillsboro School District August 2008 - December 2010
VeriWave July 2007 - August 2008
First Tech Credit Union April 2005 - July 2007
Skills
Accounting, Microsoft Office, QuickBooks, Table Tennis, Budgets, Family-Style Dinner..., Python, Start-ups, Outlook, PowerPoint, BOOT, Ping Pong, Microsoft Excel, LinkedIn Trolling, Management, System Administration, Django, Public Speaking, Counting, Microsoft Word, Customer Service, Programming, Yolo Quoting, Shirts
Education
Pacific University 2010 — 2011
Master of Arts in Teaching, High School Business, Math, 5-12
Linfield College 2008 — 2009
Bachelor of Science, Accounting
Portland Community College 2004 — 2008
Associate's Degree, General Studies
Portland State University 2007 — 2007
Business Administration
SterlingBackcheck June 2015 - Present
First Tech Credit Union November 2011 - May 2015
SBM Site Services, LLC October 2007 - January 2011
PRIDE Industries June 2007 - August 2007
Wilson C. Riles Middle School February 2007 - May 2007
SG Computers November 2005 - March 2007
J4 Systems September 2006 - January 2007
NCS Computers September 2005 - June 2006
Skills
Computer Hardware, Computer Repair, A+ Certified, Microsoft Office, Computer Security, Computer Maintenance, Automotive, Windows, Windows 7, Mobile Devices, Windows Mobile, Security+, IT Sales, Help Desk Support, Help Desk Management, N+ Certified, Microsoft Certified..., Microsoft Certified..., Community Emergency..., Classroom Instruction, Classroom Training, Public Schools, Microsoft Certified..., Green IT, Ticketing Systems, Dispatching, Classroom, Hardware, Active Directory, Troubleshooting, Laptops, Networking, Software Installation, Servers, Information Technology, Windows XP, Customer Service, Microsoft Certified..., Network Administration, Management, Disaster Recovery, Vendor Management, Security, Leadership, VoIP, VPN, Process Improvement, SharePoint, Training, CompTIA A
Education
Sierra College 2007 — 2013
Associate in Science, Business Administration and Management, General
Center High School 2002 — 2007
Diploma, High School
Montecito Bank & Trust January 2012 - Present
WellPoint November 2010 - January 2012
WellPoint January 2009 - November 2010
Shriners Hospital for Children March 2008 - December 2008
Genesis Financial Solutions September 2007 - January 2008
First Tech Credit Union June 2005 - June 2007
XP Systems, Inc. August 2004 - February 2005
WellPoint Health Networks August 1998 - May 2004
20th Century Fox Film Studio August 1995 - August 1998
First Interstate Bank, Mortgage Division April 1993 - August 1995
Skills
Program Facilitation, Instructional Design, Articulate Presenter, Mentoring, Staff Development, E-learning, Leadership Development, Customer Service, Performance Consulting, Instructor-led Training, Needs Analysis, Organizational..., Learning Management, Organizational Learning, SnagIt, Technical Writing, Management Development, Articulate Storyline, Blended Learning, Training, Coaching, Leadership
Education
University of Phoenix 2007 — 2009
Bachelors of Science in Business, Management
California State University-Northridge 1979 — 1980
Theatre
Arbonne International LLC July 2014 - Present
AT&T November 2008 - Present
Balihoo April 2008 - October 2008
Manpower Professional July 2007 - March 2008
Manpower Professional March 2007 - July 2007
First Tech Credit Union October 2005 - January 2007
First Tech Credit Union March 2005 - October 2005
Skills
Marketing, Marketing Communications, Digital Marketing, Marketing Management, Internal Communications, Coordinating Events, Production Managment, Graphic Design, Online Advertising, Adobe Creative Suite, Marketing Production, Agency Coordination, Social Media, Creative Services, Landing Pages, Microsoft Office, Copywriting, Advertising, Customer Service, Photoshop, InDesign, Data Analysis, HTML, Online Research, Online Publishing, Interviews, Quality Assurance, Appointment Scheduling, Production Planning, Production Schedules, Testing, Office Administration, Creative Direction, SEM, Event Planning, Email Marketing, Social Media Marketing, Marketing Strategy, Social Networking, Sales, Team Building, Networking, Online Marketing
Education
George Fox University 2007 — 2007
Portland State University 2004 — 2007
Western Washington University 2002 — 2004
Camas High School
D.PEDERSEN November 1989 - Present
Genesis 2009 - 2012
First Tech Credit Union 1997 - 2005
KZEL Radio 1993 - 1998
Skills
Creative Direction, Copywriting, Information Architecture, User Experience, Digital Marketing, Content Strategy, Advertising, Content Management, Creative Strategy, Marketing Communications, Email Marketing, Social Media, Content Development, Online Advertising, Creative Writing, Blogging, Integrated Marketing, Digital Strategy, Brand Development, Digital Media, Press Releases, Social Media Marketing
Education
University of Oregon 1995 — 1997
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Lane Community College
Associate's degree
The World is Fun January 2015 - Present
Hydromax USA September 2014 - May 2015
East African Community Services September 2013 - June 2014
Hopelink 2008 - 2012
Habitat for Humanity King County November 2006 - October 2007
First Tech Credit Union May 2006 - September 2006
Meier and Frank November 2005 - January 2006
League of Conservation Voters April 2004 - September 2004
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Grant Writing, Event Planning, Editing, Grants, Program Development, Public Speaking, Public Relations, Social Media, Blogging, Event Management, Research
Education
University of Oregon 2002 — 2005
Bachelor of Science, Political Science
The Evergreen State College 2000 — 2002
Oregon Episcopal School
Oregon Episcopal School
Oregon Episcopal School
Estee Lauder April 2010 - Present
Macy's January 2009 - Present
First Tech Credit Union August 2007 - March 2009
Skills
Merchandising, Marketing, Sales, Leadership, Customer Service
Education
Portland State University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Portland Community College 2008 — 2012
Portland Community College
adidas America March 2013 - Present
Brown-Forman, Corp. September 2010 - February 2013
Brown-Forman, Corp. September 2010 - January 2012
Brown-Forman, Corp. July 2008 - September 2010
Brown-Forman, Corp July 2007 - July 2008
First Tech Credit Union January 2006 - May 2007
WLWT-TV (Hearst-Argyle) June 2002 - September 2005
Skills
Social Media, Marketing Communications, Marketing Strategy, Email Marketing, Social Networking, Facebook, Social Media Marketing, Advertising, Digital Marketing, Brand Management, Digital Strategy, Public Relations, Strategic Planning, CRM, Marketing, Sponsorship, Content Strategy, Internal Communications, Integrated Marketing, Strategy, Corporate Communications, Brand Development, Online Advertising, Management, Marketing Management, Online Marketing, Interactive Marketing, Project Management
Education
Marquette University
BA, Communications, English
Seton High School
First Tech Credit Union September 2013 - Present
Capital One September 2011 - September 2013
Bank of America September 2006 - September 2011
Harbor Payments January 2006 - October 2006
Fidelity National Info. Services 2005 - 2006
Skills
Strategy, E-commerce, Mobile Devices, Management, Security, Change Management, Testing, PMO, Integrated Marketing, Sales, Software Documentation, Customer Experience, Financial Services, Product Management, Vendor Management, Analytics, Leadership, Banking, Business Strategy, Business Analysis, Strategic Partnerships, Business Process..., Credit Cards, Cross-functional Team..., E-payments, Internet Banking, Payment Systems, New Business Development, Mobile Payments, Payments, Strategic Planning, Program Management
Education
Oregon State University 1987 — 1990
BS
University of Southern California 1986 — 1987
Northwest Community Credit Union December 2014 - Present
Nellies Grill Catering January 2014 - Present
Umpqua Bank September 2013 - December 2014
Umpqua Bank July 2011 - September 2013
First Tech Credit Union February 2010 - August 2011
Dental R.A.T. October 2008 - February 2011
N Woods Corporation January 2003 - October 2006
Skills
Finance, Athletics, Credit, Loans, Analysis, Financial Analysis, Credit Analysis, Marketing, Sales, Management, Coaching, Training, Account Management
Education
Concordia University-Irvine 2012 — 2013
Master of Arts (M.A.), Coaching and Athletic Administration
Northwest Christian College 2005 — 2008
B.A., Management
Lane Community College 2003 — 2005
AAOT, Transfer Degree
Stayton High School 1997 — 2001
Diploma, General
Statesman Journal September 2011 - Present
Concrete Works Inc March 2011 - January 2015
First Tech Credit Union September 2008 - May 2010
David’s Bridal October 2007 - August 2008
Skills
Digital Media, Advertising Sales, Online Advertising, Advertising, Digital Marketing, Media Planning, Account Management, Digital Strategy, Social Media Marketing, Social Media, New Media, Media Sales, Newspaper, Mobile Advertising, B2B, Customer Service, Accounts Payable, Accounts Receivable, Customer Engagement, Customer Insight, Marketing, Newspapers
Education
University of Phoenix 2010 — 2013
Bachelors Degree, Accounting and Business/Management
Pioneer Pacific College 2007 — 2008
Associates Degree, Business Administration and Management, General
Mcnary high School 2003 — 2007
High School Diploma, Keizer)General education
Valley Medical Placement College 2006 — 2006
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
First Tech Credit Union July 2013 - May 2014
Central National Bank February 2011 - July 2013
Skills
Finance, Financial Services, Customer Service, Leadership, Series 7, Series 63, Financial Analysis, Teamwork
Education
Kansas State University 2010 — 2013
Bachelor of Science in Business Administration, Finance, General, 3.21
Garden City Community College 2008 — 2010
Associate of Science Degree, Business/Commerce, General
Evanta July 2014 - Present
Evanta November 2012 - July 2014
Evanta July 2011 - November 2012
Knowledge Universe October 2010 - July 2011
Knowledge Universe October 2009 - October 2010
Knowledge Universe October 2007 - October 2009
First Tech Credit Union June 2005 - October 2007
Skills
Marketing Strategy, New Business Development, Strategy Development, Strategy, Strategic Planning, Positioning
Education
Willamette University - Atkinson Graduate School of Management 2006 — 2008
MBA
University of Oregon 2001 — 2005
BA, English
EMSI October 2014 - April 2015
C3/CustomerContactChannels, Inc. November 2013 - February 2014
Verizon Wireless March 2010 - June 2011
First Tech Credit Union July 2007 - August 2009
Frontier Bank June 2003 - June 2007
Extraco Bank, NA March 2002 - June 2003
Frontier Bank July 2001 - March 2002
Redmond Back and Neck Pain Clinic February 2000 - June 2001
Peck Chiropractic & Rehabilitation Clinic August 1989 - January 2000
Community Service Credit Union 1986 - 1989
Skills
Data Entry, Customer Service, Outlook, Accounts Payable, Account Management, Customer Retention, Leadership, Invoicing, Accounts Receivable, System Administration, Training, Microsoft Word, Interviews, Process Improvement, Accounting, Administration, Banking, Call Centers, Management, Organizational..., Organizational..., Sales, Team Leadership
Education
Sam Houston State University 1994 — 1994
High School Diploma, Health; General Studies
CoreLogic November 2009 - October 2011
Serena Software March 2005 - November 2009
Northwest Corporate Credit Union December 2002 - March 2005
RMills Consulting and Everest Consultants November 2000 - December 2002
StatiaFX April 2000 - November 2000
First Tech Credit Union March 1997 - April 2000
Army National Guard 1992 - 1998
Oregon Employees Federal Credit Union October 1995 - March 1997
Skills
Agile Methodologies, SaaS, SDLC, Program Management, Software Development, Scrum, Team Leadership, Project Management, Innovation, Management, Project Planning, Leadership, Integration, Team Building, IT Strategy, Databases, Software Project..., Strategic Planning, Networking, Agile Project Management, Cloud Computing, Software Documentation, Web Services, Strategic Partnerships, Technology Management, SOA, Data Center, Testing, Consulting, SQL, .NET, Analysis, Enterprise Architecture, IT Management, Troubleshooting, Strategic Thinking, Product Management, Executive Management, CRM, Vendor Management, Quality Assurance, Enterprise Software, Web Applications, Software Engineering, Technology Leadership, Large Projects, Needs Analysis, Strategy, Process Improvement
Education
Oregon State University 1989 — 1994
Business Administration, Marketing and Communications
First Tech Credit Union July 2012 - Present
Puyallup Fair Concert Series (Seasonal) September 2005 - Present
Village Theatre June 2011 - July 2012
American Lake Credit Union March 2005 - June 2008
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Problem Solving, Cash Handling Experience, Notary Public, Highly detail oriented, Bible, Psychology, Listening to customers, Social Skills, Timely Decision Making, Banking, Communication, Computers
Education
Liberty University 2010 — 2014
AA Psychology, Counseling Psychology
First Tech Credit Union September 2013 - Present
Main Street Software February 2013 - February 2013
American Income Life 2012 - 2012
JMO Enterprises Inc. dba: Farmington Road Chiropractic June 2008 - October 2011
Dalton Management June 2009 - May 2011
Teresa J. Spada CPA July 2004 - June 2008
Marcus and Millichap REIBC March 2003 - July 2004
Teresa J. Spada CPA June 2000 - September 2001
Skills
Microsoft Office, Multi Tasking, Photography, Phone Skills, Phone Etiquette, Answering Phones, Multi-line Phone, Interpersonal Skill
Education
Portland Community College 2012 — 2014
Business Administration and Management, General
Marylhurst University
Psychology
Mount Hood Community College
Psychology
First Tech Credit Union August 2011 - Present
Bank of America January 2007 - August 2011
Skills
PowerPoint, Banking, Mortgage Lending, Customer Service, Loan Origination, Business Analysis, Risk Management, Loans, Credit, New Business Development, Team Building, Consumer Lending, Account Management, Credit Analysis, Mortgage Banking, Refinance, Residential Mortgages, Sales, Financial Analysis, Investment Properties, Microsoft Office, Sales Management, Real Estate
Education
Portland State University - School of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
Beijing Language and Culture University 1998 — 2000
Mandarin, Chinese Language and Literature
First Tech Federal Credit Union June 2015 - Present
SquidLuxe Studios January 2012 - Present
First Tech Credit Union July 2013 - May 2015
Wells Fargo Bank April 2012 - July 2013
Wells Fargo January 2009 - July 2013
Wells Fargo July 2011 - April 2012
Wells Fargo September 2007 - June 2011
Club Tan International August 2004 - July 2007
Chit Chat Cafe August 2004 - May 2005
Skills
Business Development, Credit, Retail Banking, Relationship Management, Credit Analysis, Loans, Coaching, Lines Of Credit, Consumer Lending, Leadership, Banking, Financial Services, Sales, Change Management, Cross Selling, Marketing, Customer Service, Risk Management, Finance, Insurance, Employee Engagement, Credit Cards, Training, Vendor Management, Cash Management, Credit Risk, Team Building, Call Centers, Mergers, Community Outreach, Performance Management, Recruiting, Hiring, Team Leadership, Mortgage Lending, Management, Small Business Lending, Retail, Retirement Planning, Strategic Financial..., Loan Origination, Operations Management, Onboarding, Leadership Development, Strategic Planning, Branch Banking, Project Management, Microsoft Excel, Customer Experience
Education
Portland State University 2006 — 2014
currently enrolled, International Business/ Advertising Management
Portland Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Aruba Networks December 2014 - Present
Stoller Family Estate February 2013 - Present
FamilyCare Health Plans December 2013 - October 2014
Holiday Retirement May 2013 - September 2013
First Tech Credit Union September 2012 - March 2013
Regence BlueCross BlueShield July 2010 - July 2011
YWCA Clark County November 2009 - June 2010
Hosmer Chiropractic Health December 2009 - April 2010
Otak, Inc. June 2008 - July 2009
Skills
Event Planning, Microsoft Office, Social Media, Outlook, Proposal Writing, Microsoft Excel, Community Outreach, Microsoft Word, Research, PowerPoint, Adobe Creative Suite, Public Speaking, Editing, Customer Service, Organizational..., Coaching, Leadership Development, Team Building, Employee Relations, Performance Management, Recruiting, Interviews, Employee Benefits, Human Resources, HRIS, Applicant Tracking..., Hiring, HR Policies, Sourcing, Management, Payroll, Training, Deferred Compensation, Background Checks, New Hire Orientations, Personnel Management, Onboarding, Policy, Benefits Administration, College Recruiting, Workforce Planning, Temporary Placement, FMLA, Talent Acquisition, Resume Writing
Education
PHR Study Group 2012 — 2012
Portland State University 2010 — 2010
Human Resources Management Certificate, Human Resources Management/Personnel Administration, General
Portland State University 2002 — 2008
Bachelor of Arts (B.A.), Cultural Anthropology
Portland State University 2002 — 2008
Bachelor of Arts (B.A.), Urban Studies/Affairs
Bayside Church March 2013 - Present
Raley's Family of Fine Stores August 2012 - March 2013
First Tech Credit Union July 2011 - June 2012
Addison Avenue Federal Credit Union September 2008 - July 2011
Claim Jumper Restaurants August 2002 - September 2008
Skills
Banking, Internet Banking, Microsoft Excel, Microsoft Word, Written Correspondence, PowerPoint, Leadership, Salesforce.com, Troubleshooting, Finance, Telephone Skills, Loan Servicing, Loan Origination, Social Media, Data Entry, Sales, Call Center, Customer Service, Consumer Lending, CRM databases
Education
CSU Sacramento 2004 — 2006
Bachelor of Arts (BA), Communication Studies
Sierra College 2001 — 2004
Associate of Arts (AA), General Studies
Bent Image Lab May 2011 - July 2011
The Art Institute of Portland April 2010 - July 2011
First Tech Credit Union 2007 - 2009
Education
The Art Institute of Portland 2008 — 2012
Merrill Lynch April 2014 - Present
First Tech Federal Credit Union April 2013 - March 2014
First Tech Federal Credit Union November 2009 - April 2013
First Tech Federal Credit Union July 2009 - November 2009
First Tech Federal Credit Union October 2007 - June 2009
First Tech Federal Credit Union Formerly Oregon Metro Federal Credit Union September 2005 - October 2007
First Tech Credit Union December 2006 - September 2007
First Tech Federal Credit Union Formerly Oregon Metro Federal Credit Union May 2001 - September 2005
Skills
Consumer Lending, Loans, Credit Unions, Credit, Banking, Credit Analysis, Financial Analysis, Internet Banking, Business Development, Refinance, Customer Service, Underwriting, Strategic Planning, Driving Results, Coaching, Problem Solving, Loan Origination, Performance Reviews, Small Business, Sales, Lines Of Credit, Credit Cards, Microsoft Excel, Branch Management, Retail Banking, Sales Management, Commercial Lending, Deposits, Marketing, Mortgage Banking, Commercial Banking, Credit Risk, Team Building, Process Improvement, Outlook, Financial Services, Event Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Tonkon Torp LLP September 2009 - Present
United States District Court for the District of Nevada September 2007 - September 2009
First Tech Credit Union November 2003 - August 2004
Federal Reserve Bank of Kansas City June 2001 - November 2003
Skills
Litigation, Commercial Litigation, Legal Research, Legal Writing, Public Speaking, Appeals, Torts
Education
University of Oregon School of Law 2004 — 2007
J.D.
Colorado College 1997 — 2001
B.A., International Political Economy
Freelance September 2006 - Present
R/GA March 2015 - August 2015
Nike Global Brand Design May 2014 - January 2015
Vizwerks December 2007 - February 2013
SAM Medical Products April 2004 - August 2006
First Tech Credit Union May 2001 - January 2004
South by Southwest March 2000 - December 2003
Wisconsin Union Film Program August 1998 - August 1999
Graphic Designer January 1995 - May 1999
Avnet Kerner/Walt Disney Company April 1997 - September 1997
Skills
Creative Direction, Illustration, Illustrator, Logo Design, Graphic Design, Art Direction, Concept Development, Adobe Creative Suite, InDesign, Interior Design, Pre-press, Brochures, Layout, Packaging, Advertising, Photography
Education
Pacific Northwest College of Art 2003 — 2005
Visual Elements, Illustrator I, II & III, Drawing I, Painting I, BW Photography
University of Wisconsin-Madison 1995 — 1999
BBA in Marketing, BS in Communication Arts
HomeStreet Bank Sales Administration ManagerHomeStreet BankJuly 2012 - Present
Sisters School District No. 6 July 2006 - February 2011
Sisters School District No. 6 June 2006 - January 2011
FIRST TECH CREDIT UNION June 2004 - June 2006
Embarcadero Resort & Marina April 1997 - February 2000
Skills
Self directed, able to..., Excellent organization..., Strong ability to..., Ability to fill in at a..., Comprehensive working..., Banking, Administration, Customer Service, Invoicing, Management, Time Management, Loans, Payroll, Retail Banking, Credit, Leadership, Strategic Planning
Education
Portland State University - School of Business
Bachelor of Arts (BA), Business Administration and Management, General
Amazon.com December 2013 - Present
First Tech Credit Union 2007 - 2011
KeyBank April 2005 - September 2007
Citi January 2002 - January 2004
Skills
Customer Satisfaction, Sales, Customer Service, Retail Banking, Consumer Lending, Leadership, Compliance, Cash Management, Loans, Process Improvement, Banking, Risk Management
Education
University of Madras 1998 — 2001
Bachelor's degree, Nutrition Sciences
NCL school, Pune
High School, Science
Independent Consultant July 2009 - Present
Tresta August 2014 - September 2015
Fixel October 2010 - November 2012
Madison Ave. Collective January 2010 - August 2011
Pacific Material Handling Solutions August 2007 - July 2009
First Tech Credit Union May 2005 - August 2007
Pentagon Federal Credit Union September 2000 - May 2005
Skills
User Experience, Information Architecture, Copywriting, Start-ups, Social Media, Project Management, Wireframes, Usability, Leadership, Marketing, Entrepreneurship, Blogging, Manage Client..., Nonprofits, Management, Contract Negotiation, Sales, Consultative Selling, Value Based Selling, Pricing Strategy, Pricing, Web Development, Web Design, Social Media Marketing
Education
Northwest Christian University 2002 — 2004
B.A., Management, Business Administration
Northwest Resource Federal Credit Union July 2010 - July 2012
Federal Reserve Bank of San Francisco November 2007 - June 2010
Equity Home Mortgage July 2007 - August 2007
First Tech Credit Union May 2005 - July 2007
Skills
Customer Relations, Troubleshooting, Customer Service, Problem Solving, Microsoft Office
Education
Cascade College 2001 — 2004
Bachelor of Science Degree, Business Administration
University of Oxford 2003 — 2003
Evergreen Interpreting Services August 2009 - March 2013
Victoria Bray, LMP March 2011 - September 2012
PCSafe, Inc. October 2004 - July 2009
Healing Touch Massage Center April 2001 - October 2007
First Tech Credit Union August 1978 - September 1999
Skills
Team Building, Marketing, Management, Microsoft Office
Education
DeVry University 2005 — 2007
Computer Information Systems
East West College of the Healing Arts 2000 — 2000
Massage
Boise State University 1976 — 1978
Certificate, Horticulture
First Tech Credit Union June 2005 - January 2007
IKON Document Services May 2003 - April 2005
Skills
Payroll, Accounting, Employee Relations, HRIS, Human Resources, Invoicing, Recruiting
Education
Brigham Young University - Idaho 1993 — 2004
Associates of Arts, General Studies
Utah State University 1995 — 1997
Deaf Education, Speech and Audiology
George Fox University
Bachelor's of Arts, Management and Organizational Leadership
Paisley
Buffalo Exchange October 2013 - Present
First Tech Credit Union March 2012 - Present
JPMorgan Chase April 2011 - March 2012
Sacramento News & Review January 2009 - April 2011
CAbi Clothing February 2008 - January 2009
Skills
Social Networking, Feature Articles, Nonprofits, PowerPoint, Public Speaking, Advertising, Interviews, Research, Databases, Social Media Marketing, Microsoft Word, Banking, Blogging, Marketing, Microsoft Office, Fashion, Sales, Team Leadership, Call Centers, Social Media, Creative Writing, Editing, Microsoft Excel, New Media, Outlook, Facebook, Music, Event Planning, Customer Service, Public Relations, Press Releases, Management, Marketing Communications, Strategic Communications, Training
Education
Sierra College 2008 — 2010
Associate of Arts, Social and Behavioral Sciences
Intel Corporation September 2013 - Present
Intel Corporation May 2012 - September 2013
Portland State University-Deptartment of Athletics January 2012 - June 2012
Portland State University August 2010 - June 2012
Sprint Nextel June 2011 - August 2011
First Tech Credit Union July 2009 - October 2009
New Age Woodworks and Design September 2003 - May 2009
Skills
Customer Relations, Customer Service, Curriculum Development, Conflict Resolution, Planning, Event Planning, Evaluation, Event Marketing, Research, Quantitative Research, Qualitative Research, Focus Groups, Data Analysis, Tutoring, Mentoring, Public Speaking, Public Relations, Brand Communication, Social Media, Social Networking, Social Networking Sites, Social Media Relations, Writing, Scheduling, Consultation, Marketing Communications, Team Leadership, Group Presentations, Presentation Development, Presentation Preparation, Lecturing, Advisor, SPSS, Microsoft Office, Advertising, Innovation, Internet, University Relations, Direct Sales, Social Media Monitoring, Social Media Marketing, Facebook, Project Planning
Education
Portland State University 2010 — 2012
M.A., Communication; GPA: 3.89
Portland State University 2006 — 2010
B.A., Communication, Sociology; GPA: 3.98
Aloha High School 2002 — 2006
Honors, GPA: 3.85
CorVel Corporation August 2013 - Present
Renewable Tech Ventures January 2013 - April 2013
BYU-Idaho September 2008 - April 2013
First Tech Credit Union June 2012 - September 2012
RS-Energy, LLC August 2011 - September 2011
Xerox November 2008 - November 2010
The Church of Jesus Christ of Latter-day Saints November 2006 - September 2008
Skills
Time Value of Money, VBA, Accounting, Financial Modeling, Microsoft Excel, Forecasting, Access, Finance, Financial Analysis, Management, Team Leadership, Project Management, Data Analysis, Economics, Process Improvement, Tax, Leadership, Investments, SPSS, Analysis, Training, Due Diligence, Time Management, Agile & Waterfall..., Statistics, PowerPoint, Business Intelligence, Microsoft Word, Teamwork, Market Research, SQL, Risk Management, Microsoft Office, Public Speaking, Databases, Microsoft SQL Server, Team Building, SDLC
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor, Science Financial EconomicsExpected; Accounting and Computer Information Technology Emphases
Brigham Young University - Idaho 2015 — 2019
Bachelor of Science (B.Sc.) Financial , Economics
Smith Teamaker September 2013 - Present
Vanguard EMS November 2012 - September 2013
Vanguard EMS April 2008 - November 2012
Jarmer Electric, Inc. October 2007 - April 2008
First Tech Credit Union August 2005 - September 2007
Skills
Microsoft Excel, ERP, Fourth Shift, US GAAP, Accounts Payable, Accounting, Variance Analysis, Fixed Assets, Manufacturing, Continuous Improvement
Education
Portland State University 2009 — 2011
Postbaccalaureate, Accounting
Southern Oregon University 2003 — 2005
Bachelor of Science, Criminology
Tulane University 2001 — 2003
Fiserv Lending Solutions April 2014 - Present
Benefitfocus June 2013 - April 2014
First Tech Federal Credit Union May 2005 - April 2013
First Tech Credit Union May 2002 - April 2005
Skills
Lending Implementations, Lending Software Support, Business Analysis, Problem Solving, Process Improvement, Customer Service, Credit, Consumer Lending, Business Requirements, User Acceptance Testing, Integration, Loans, Vendor Management, Banking, Credit Cards, Internet Banking, Loan Origination, Testing, Analysis, SDLC, Requirements Analysis, Credit Unions, Financial Services, Retail Banking
Education
Portland State University 2010 — 2010
Project Management Certificate, Project Management
Portland State University 2002 — 2003
Bachelor of Arts, Social Science
First Tech Credit Union June 2013 - Present
The Standard 2009 - Present
Nike 2007 - 2009
Bank of America 2000 - 2007
Skills
Marketing Strategy, Creative Direction, Graphic Design, Adobe Creatie Suite 5, Microsoft Office 2010, Illustrator, Wacom Tablet, Harvard Business..., Visual Displays, Brochures, Flyers, Logo Design, Print Production, Newsletters, Product Launch, Photography, Graphics, PowerPoint, Corporate Identity, Art Direction, Typography, Adobe Creative Suite, Illustration, InDesign, Layout, Packaging, Posters, Adobe Acrobat, Mac, Flash, Photoshop, Advertising, Brand Development, Fine Art, Catalogs
Education
Academy of Art University 1999 — 2003
Bachelor of Arts, Graphic Arts
California State University-Monterey Bay 1996 — 1998
Bachelor of Science, Environmental Economics
Williston Financial Group August 2015 - Present
Document Technologies Inc. June 2015 - August 2015
Law Office of Randall J Wolfe, PC December 2013 - April 2014
First Tech Credit Union May 2012 - February 2013
Smith Freed & Eberhard October 2011 - February 2012
n/a January 2011 - August 2011
Mercer May 1999 - November 2007
Skills
Administrative..., Legal Research, Outlook, Filing, Research, Insurance, Microsoft Word, File Management, PowerPoint
Education
University of Washington 1988 — 1989
Graduate Certificate, Records & Information Management
Portland Community College
Graduate Certificate, Paralegal Studies
The George Washington University
BA, Art History
First Tech Credit Union 2013 - Present
BofI Federal Bank August 2011 - Present
** January 2009 - September 2011
NorthMarq Capital 2006 - 2008
Washington Mutual Commercial 2002 - 2004
GATX Capital 1988 - 1995
Skills
Real Estate Economics, Credit Analysis, Commercial Lending, Commercial Mortgages, Underwriting, Investments, Mortgage Lending, Financial Analysis, Banking
Education
Santa Clara University - Leavey School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Business Administration
Sutter Health July 2014 - Present
Hewlett Packard October 2007 - Present
First Tech Credit Union November 2011 - May 2013
Roche Bioscience 1997 - 2007
Roche Palo Alto LLC 1997 - 2007
Skills
Storage Area Networks, Cloud Computing, Virtualization, Data Center, Disaster Recovery, Perl, Linux, Linux System..., Unix, SAN, Storage, VMware, IT Management, Active Directory
Education
Sierra College 2009 — 2012
Stoneway Financial Services November 2011 - Present
Burgus and Associates December 2009 - August 2012
Hillsboro Chamber of Commerce Jobseekers Networking Group December 2009 - October 2011
First Tech Credit Union July 2007 - December 2009
AAA Oregon/Idaho July 2006 - July 2007
American Family Insurance June 2003 - July 2006
Oregon Public Employees Retirement System March 1995 - April 2003
Scott, Tellier & Co., Inc. August 1988 - March 1995
Skills
Insurance, Teaching, Customer Service, Public Speaking, Customer Relations, Problem Solving, Strategic Planning, Event Planning, Microsoft Office, Outlook, Excel, Writing, Research, Word, Team Building
Education
Portland State University 1999 — 2003
Graduate Certificates, Training and Development and Training and Development Management
Arizona State University
Bachelor of Arts, Education/Minor in Mathematics
First Tech Federal Credit Union January 2011 - Present
First Tech Credit Union August 2006 - January 2011
First Tech Credit Union January 2002 - August 2006
Skills
Loans, Credit Unions, Credit, Consumer Lending, Vendor Management, Banking, Enterprise Risk..., Fraud, Business Continuity, Information Security, Risk Management, Disaster Recovery, Debit Cards, Project Management, Security, Credit Cards, Commercial Lending, Internet Banking, Business Analysis, Financial Services, Financial Risk, Credit Analysis, Retail Banking, Credit Risk
Education
Pacific Coast Bank School 2013 — 2015
University of Oregon 1987 — 2001
BA, Political Science
CCS Consulting October 2007 - Present
First Tech Credit Union April 2006 - October 2007
First Tech Credit Union November 2004 - March 2006
Usbank October 2001 - November 2004
Victoria Secret Beauty April 2000 - October 2002
Education
Eastern Washington University
Business Administration, Finance and Business Management
CityIntros & Tri City VIBE January 2009 - Present
Five Ten Group June 2004 - January 2009
FiveTen Group September 2006 - June 2008
Five Ten Group June 2004 - September 2006
First Tech Credit Union May 2000 - June 2004
Skills
advertising, marketing, branding, sales, public relations, social media, account management, National Account..., Marketing, Account Management, Social Media, Recruiting, Advertising, Sales, Public Relations, Management, Email Marketing, Business Development, Leadership, Networking, Social Media Marketing, New Business Development, Event Planning, Strategy, Entrepreneurship, Lead Generation, Human Resources, Program Management, CRM, Brand Development, Small Business, Consulting, Interviews, Start-ups, Time Management, Online Marketing, Strategic Partnerships, Social Networking, Online Advertising, Direct Marketing, Marketing Strategy, Direct Mail, E-commerce, B2B, Mobile Marketing, Integrated Marketing, SEM, Sponsorship, SEO, Trade Shows
Education
Columbia Basin College
Viewpoint Construction Software April 2015 - Present
Digimarc June 2013 - March 2015
Intel Corporation October 2012 - December 2012
Straub Collaborative February 2012 - May 2012
Intel Corporation August 2010 - February 2012
Nike June 2010 - May 2011
Icon Motosports September 2007 - April 2010
MotoSport, Inc. July 2006 - September 2007
Beaverton School District June 2004 - September 2007
First Tech Credit Union 2002 - 2004
Skills
Marketing, Retail, Advertising, Marketing Strategy, Social Media Marketing, Microsoft Office, Social Media, Budgets, Customer Service, Sales, Microsoft Excel, Marketing Communications, Account Management, Graphic Design, Cross-functional Team..., Event Planning, Microsoft Word, Market Research, Team Leadership, Strategic Planning, Photoshop, Product Development, Leadership, Management, SEO, Product Marketing, Digital Strategy, Project Management, Time Management, Teamwork, SEM, Product Management, Online Marketing, Social Networking, Competitive Analysis, E-commerce, Digital Marketing, Online Advertising, Brand Development, Strategic Partnerships, Email Marketing, Brand Management, Training, Marketing Management, Salesforce.com, Strategy, Marketing Research, Adobe Creative Suite, InDesign
Education
Pragmatic Marketing 2014 — 2014
PMC-III, Pragmatic Marketing Certified
Portland State University 2011 — 2013
Bachelor of Arts (B.A.) Marketing & Advertising, Business / Marketing / Advertising / Design
Portland Community College 2009 — 2011
Associate of Science, Business / General Studies
First Tech Credit Union July 2012 - Present
JPMorgan Chase July 2009 - February 2012
T-Mobile January 2007 - June 2009
Skills
Certified Public Notary, Consumer Lending, Banking, Loans, Notary Public, Sales, Customer Service, Mortgage Lending, Loan Origination
Education
University of Phoenix 2012 — 2014
Criminal Justice/Law Enforcement Administration
California State University-Sacramento
Criminal Justice/Law Enforcement Administration
First Tech Credit Union February 2006 - Present
Opelousas Catholic High School August 2004 - June 2005
Skills
Banking, Internet Banking, Strategic Planning, Problem Solving, E-commerce, Mergers, Requirements Analysis, Credit Unions, Product Management, Vendor Management, Risk Management, Credit, Team Leadership, Consumer Lending, Process Improvement, Small Business Lending, Business Development, Loans, Business Analysis, Credit Cards, Retail Banking, SDLC, Financial Services, Mortgage Lending, Loan Origination, Analysis, Business Requirements, Call Centers, Commercial Banking, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Risk, Leadership, Portfolio Management, Team Building
Education
University of Louisiana at Lafayette 1996 — 2003
Physics, Nuclear/Environmental Physics
F.L. Roberts & Co., Inc. February 2013 - Present
The Barn September 2011 - February 2013
Landmark College June 2008 - July 2008
DP Dough October 2004 - June 2007
First Tech Credit Union February 2004 - July 2004
Skills
Customer Service, Microsoft Excel, Data Entry, Microsoft Office, Research, Social Media, Social Networking, Marketing, Outlook, Facebook, Public Speaking, Time Management, Data Analysis, Conflict Resolution, Microsoft Word, Filing, Organization, Leadership, Sales, Strategic Planning, Retail
Education
Goucher College 2007 — 2011
Bachelors, Economics
Urban Robotics/OGSystems April 2015 - Present
Olivewood, LLC February 2013 - Present
Urban Robotics, Inc. January 2014 - March 2015
Nike, Inc; through Robert Half International November 2012 - November 2013
Connie J Lane, Accounting & Organizational Services, LLC January 2010 - December 2012
Faith Center Foursquare Church November 2008 - July 2010
First Tech Credit Union December 2004 - August 2006
First Tech Credit Union December 2001 - December 2004
First Tech Credit Union June 1997 - December 2001
Aloha Foursquare Church April 1996 - June 1997
Skills
Accounting, Accounts Payable, Accounts Receivable, Accuracy in a..., ADP (Automatic Data..., Analysis, Applying accounting..., Auditing, Balancing, Bank Reconciliation, Coding transactions and..., Communicate effectively, Complex Payroll, Customer Service, Data Entry, Expense Report..., Finance, Flexible and a change..., General Ledger, General Ledger..., High level of integrity, Human Resources, Innovative, Internal Controls, Invoicing, JAMIS Prime ERP..., Leadership, Management, Microsoft Access,..., Organizing, Payroll, Prioritize tasks, Problem Solving, Process Improvement, Project Planning, QuickBooks, Reconciling, Researching, Resolve discrepancies..., SAP, Share information &..., System Administration, Take initiative to..., Technical support..., Ten-Key by Touch, Training, Use computer to enter,..., Use continuous..., Verify detailed...
Education
Portland Community College 2007 — 2011
Associate’s Degree, Applied Science - Accounting, 3.95
First Data Merchant Services August 2008 - April 2011
First Tech Credit Union January 2006 - October 2007
Wells Fargo Merchant Services December 2004 - January 2006
Oregon Community Credit Union August 2001 - December 2004
Remax Gateway 1984 - 1985
Education
University of Oklahoma 1975 — 1980
First Tech Federal Credit Union June 2014 - Present
First Tech Federal Credit Union January 2011 - June 2014
First Tech Federal Credit Union August 2006 - January 2012
First Tech Credit Union March 2004 - August 2006
Skills
Training, Customer Service, Leadership, Banking, Employee Relations, Corporate Communications, Employee Training, Management, Consumer Lending, Human Resources, Coaching, Project Management, Focus Groups, Vendor Management, SharePoint Designer, InfoPath Forms
Education
Portland State University 2006 — 2008
Master's Certificate, Training and Development
Colorado State University 2000 — 2003
Bachelor or Science, Psychology
Payroll Specialties NW 2010 - Present
First Tech Credit Union 2009 - 2009
Vann's, Inc. 2008 - 2009
Vann's, Inc. 2004 - 2008
Xanterra Parks & Resorts 2002 - 2004
Xanterra Parks & Resorts 2000 - 2002
Xanterra Parks & Resorts 1998 - 2000
Scottish Youth Hostel Association 1998 - 1998
ASA International 1997 - 1998
Skills
Payroll Administration, Payroll Software, Benefits Administration, Employee Relations, French, Benefits, Payroll, COBRA, Onboarding, Performance Management, Interviewing, Workers Compensation, FMLA, Employment Law, Employee Benefits
Education
University of Oregon 1992 — 1997
Bachelor of Arts, French
Belgrade High School 1988 — 1992
salesforce.com June 2014 - Present
salesforce.com July 2013 - June 2014
First Tech Credit Union December 2011 - July 2013
DeNoble's Inc. June 2010 - February 2013
Museum of Natural and Cultural History September 2007 - May 2009
Coldstone Creamery September 2006 - September 2008
Skills
Computer, Language Skills, Food Industry, Language Development, Customer Service, Human Resources, Sales, Auditing, Time Management, Training, Program Management, PowerPoint, CRM
Education
University of Oregon 2007 — 2011
Bachelor of Arts, Asian Studies, Business, Mandarin Chinese
National Chengchi University 2009 — 2009
Mandarin Chinese
Patelco Credit Union April 2015 - Present
DeShar Communications January 2002 - Present
First Tech Federal Credit Union January 2011 - September 2014
First Tech Credit Union November 2006 - December 2010
First Tech Credit Union January 2006 - November 2006
First Tech Credit Union March 2005 - January 2006
Portland Community College February 2002 - February 2005
Portland Beavers Baseball Team September 2000 - December 2001
U.S. Bank August 1997 - September 2000
Skills
Marketing, Marketing Communications, Marketing Strategy, Market Research, Product Management, Start-ups, Business Development, Social Media Marketing, Strategy, Marketing Management, E-commerce, Advertising, Strategic Planning, New Business Development, Direct Marketing, Email Marketing, Integrated Marketing, CRM, Agile Marketing, Leadership, Brand Strategy, Market Segmentation..., Digital Marketing, Marketing Automation, Management
Education
University of Phoenix
BS, Global Business Management
University of Phoenix
BS, Marketing
First Tech Credit Union June 2013 - Present
Aerotek February 2013 - June 2013
BCBG Max Azria August 2012 - March 2013
California Pizza Kitchen May 2008 - July 2010
Chili's August 2006 - May 2008
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Social Networking, Marketing, Leadership, Teamwork, Public Speaking, Outlook, Retail, Inventory Management, Management, Team Leadership, Account Management, Team Building, Research, Training, Market Research, Recruiting, Marketing Communications, Advertising, Public Relations, Human Resources, Marketing Strategy, New Business Development, Financial Analysis, Employee Training, Employee Relations, Strategic Planning, Business Development, Data Analysis, Finance, Change Management, Vendor Relationship..., Business
Education
Portland State University 2007 — 2012
Bachelor of Science, Business Management, Human Resources
First Tech Credit Union November 2012 - Present
IBM Lender Business Process Services, Inc. October 2009 - July 2012
LoanRefine Inc. November 2008 - October 2009
Wilshire Credit Corporation May 2008 - November 2008
First Franklin Financial 2006 - 2007
First Franklin January 2003 - August 2006
RCAA 2000 - 2001
Americorps 1996 - 1998
Skills
Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Sales, Presentations, Loans, Business Development, Management, Portfolio Management, Negotiation, Sales Process, Call Centers, Strategic Planning, Credit, Analysis, Operations Management, Banking, Time Management, Risk Management, Finance, Mortgage Banking, Leadership, Underwriting, FHA, Sales Management, Refinance, Financial Analysis, Residential Mortgages, Credit Analysis, Loan Servicing, Financial Services, Training
Education
Marylhurst University 2010 — 2012
MBA, Business Administration and Management, General, 3.8
Humboldt State University 1999 — 2003
BA, Economics
Humboldt State University 1999 — 2003
BS, Business Administration
Rocky Mountain Bank December 2014 - Present
US Bank 2009 - 2013
First Tech Credit Union May 2003 - July 2006
Education
The University of Montana 1996 — 2000
Bachelor of Arts (BA), English Literature
Big Sky High School 1990 — 1994
GED, College Prep
CCSO December 2009 - Present
GI Joes June 2004 - March 2009
First Tech Credit Union May 2003 - June 2004
Metrocall 2000 - 2003
GI Joes November 1996 - March 1999
Skills
Enforcement, Firearms, Executive Protection, Tactics, Surveillance, First Responder, Self Defense, Counterterrorism, Security Operations, Counterintelligence, Weapons, Weapons of Mass..., Corporate Security, Active Shooter, Taser, Emergency Management, Police Training, Interrogation, Law Enforcement, Patrol
Education
Newberg
Portland Community College
Warner Family August 2014 - Present
Symantec November 2010 - November 2014
First Tech Credit Union December 2009 - November 2010
PACIFIC CASCADE FEDERAL CREDIT UNION May 2007 - November 2009
Skills
Time Management, Auditing, Credit, Loans, Deposits, Banking, Highly detail oriented, Payments, Security, Databases, Accounting, Customer Service, Sales Process, Microsoft Office, Salesforce.com
Education
Springfield High School 1999 — 2003
Diploma, General Studies
Lane Community College
General Studies
First Tech Credit Union June 2008 - February 2009
First Tech Credit Union June 2002 - May 2008
First Tech Credit Union June 2001 - 2002
Ramada Inn May 2000 - February 2001
Pizza Hut April 1998 - January 1999
Skills
Document Preparation, Consumer Lending, Motor Vehicle Titling..., Credit Unions, Credit, Document Management, Mortgage Lending, Underwriting, Data Entry, Title Searches, Information Management, Quality Management, Banking, Loan Documents, Loan Origination, Quality Assurance, Collateral Management, Loans, Customer Service, Risk Management, Retail Banking, Credit Analysis, Process Improvement, Financial Services, Leadership, Microsoft Office, Finance, Team Building, Motor Vehicle..., Quality Control, Troubleshooting, Legal Compliance, File Systems, Loan Closings, Loan Funding, 10 Key, payment processing, Loan Compliance, Form Filling, form preparation, dmv compliance, Problem Solving, Problem Analysis, Collaborative Problem..., Presentation Skills, Financial Analysis, Coaching, Credit Risk
Education
Flathead Valley Community College 1996 — 1998
Flathead High School 1994 — 1996
Diploma
Dayspring Fellowship Church July 2013 - Present
Corban University May 2011 - September 2015
Corban University June 2008 - May 2011
First Tech Credit Union September 2005 - June 2008
Skills
Microsoft CRM, College Recruiting, Team Management, Tour Management, Guided Tours, Employee Training, Presentations, Public Speaking, Admissions Counseling, Teller Operations, Voice Over, Voice Acting, Entertainment, Performing Arts, Musical Theatre, Musicians, University Teaching, Bible teaching, Student Affairs, Student Development, Adult Education, Higher Education, Student Financial Aid, Customer Service, Community Outreach, Social Media
Education
Corban University 2004 — 2007
Bachelor of Arts (B.A.), Bible/Biblical Studies
Linn Benton Community College 2002 — 2004
Associate of Arts (A.A.), General Studies
The Portland Clinic September 2014 - Present
Smesrud Properties August 2002 - October 2013
First Tech Credit Union May 1999 - August 2002
First Technology Credit Union March 1997 - May 1999
Nordstrom July 1992 - June 1997
Skills
Access, Administrative..., Notary Public, Customer Service, Administrative..., Teamwork, Sales, Microsoft Word, Microsoft Excel, Banking, Management, Budgets, Microsoft Publisher, PowerPoint, Consumer Lending, Event Planning, CHAA Certified, Microsoft Office, Team Building, Training
Education
Portland Community College 2013 — 2013
Administrative Support Specialist, Computer Software Applications, 4.0 GPA
Portland Community College 1993 — 1996
General Business Studies
Intel Corporation January 2013 - Present
Intel Corporation August 2010 - January 2013
Intel Corporation January 2009 - August 2010
Intel Corporation July 2007 - December 2008
Applied Materials July 2005 - February 2006
First Tech Credit Union July 2004 - April 2005
C.A.P.E.C.O August 1999 - August 2003
Skills
Accounting, US GAAP, SEC filings, Internal Controls, Forecasting, Financial Analysis, Variance Analysis, Financial Forecasting, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Cost Accounting, Process Improvement, SAP, Cross-functional Team..., Capital Budgeting
Education
Portland State University - School of Business 2003 — 2007
B.S., Business Administration - Accounting
Blue Mountain Community College 2001 — 2003
Associate of Arts, Oregon Transfer Degree
First Tech Federal Credit Union November 2014 - Present
First Tech Credit Union March 2012 - November 2014
Musical Events April 1989 - April 2013
First Tech Credit Union March 2011 - March 2012
First Tech Credit Union August 2002 - March 2012
First Tech Credit Union April 2001 - August 2002
First Tech Credit Union March 1998 - March 2001
MJCC orchestra May 1999 - August 2000
Skills
Requirements Analysis, Customer Satisfaction, Banking, Vendor Management, Internet Banking, Business Analysis, User Acceptance Testing, Business Requirements, Risk Management, I3 phone system, GMT scheduling software, I3 Attendant, I3 Administration, Process & System mapping, Requirements Gathering, Test Cases, Test Planning, Project Management, Trumpet, SDLC, Retail Banking, Process Improvement, SharePoint, Credit, Analysis, Access, Quality Assurance, Loans, Credit Analysis, Call Centers, Credit Cards, Consumer Lending, Underwriting, Mortgage Lending, Credit Risk, Loan Origination, Financial Analysis, Software Documentation, Credit Unions, Microsoft Excel
Education
Portland State University 1989 — 1996
Bachelor of Arts (B.A.), History
Portland State University 1989 — 1996
Minor, Music Performance, General
Seattle Bank May 2009 - Present
King County Sheriffs Office March 2008 - November 2008
Grubb & Ellis April 2007 - March 2008
First Tech Credit Union May 2005 - April 2007
Education
University of Washington 2011 — 2014
Bachelors, Criminal Justice
University of Phoenix 2009 — 2010
Bachelors, Criminal Justice
U.S. Bank Dealer Services January 2015 - Present
First Tech Credit Union October 2011 - December 2014
B&H Property Systems Inc 2009 - 2010
Wells Fargo Auto Finance July 2003 - June 2007
Onyx Acceptance Corporation June 2001 - November 2002
Auto One Acceptance Corporation October 1997 - June 2001
Skills
Credit, Loans, Account Management, Consumer Lending, Credit Analysis, Finance, Relationship Management, New Business Development, Insurance, Credit Risk, Loan Origination, Negotiation, Financial Services, Real Estate, Sales Management, Cross-functional Team..., Management, Selling, Leadership, Sales, Mortgage Lending, Underwriting, Strategic Planning
Education
San Diego State University-California State University 1995 — 1999
BS, Political Science
Your Credit Union Partner, LLC. January 2015 - Present
National Federation of Community Development Credit Unions November 2011 - Present
AMC Consulting June 2010 - Present
World Council of Credit Unions 2011 - 2012
Credit Union National Association February 2008 - June 2010
Point West Credit Union August 2005 - February 2008
Credit Union Association of Oregon February 1999 - August 2005
National Youth Involvement Board 2002 - 2004
First Tech Credit Union 1996 - 1999
Skills
Non-profits, Strategic Planning, Leadership Development, Organizational..., Team Building, Event Planning, Training, Research, Budgets, Nonprofits, Credit Unions, Marketing, Community Outreach, Marketing Communications, Program Management, Employee Benefits, Business Planning, Project Management, Management, Entrepreneurship, Recruiting, Employee Training, Leadership, Employee Relations, Human Resources, Market Research, Change Management, Personnel Management, Strategy, Marketing Strategy, Workshop Facilitation, Business Strategy, Performance Management, Management Consulting, Community Development, Event Management, Staff Development, Organizational..., Social Media Marketing, Editing, New Business Development, Employee Engagement, Program Development, Executive Management, Project Planning
Education
George Fox University 2004 — 2006
MBA
Oregon State University 1992 — 1996
B.A., Spanish/Business Administration
National Credit Union Foundation - Social Impact Management Institute
Bachelor's degree, Spanish/Business Administration
Society of Human Resource Management
PHR, Human Resources
New Horizons of Portland September 2013 - Present
QualitySmith (Reply!) January 2013 - September 2013
The Art Institute of Portland October 2011 - January 2013
AmericaHomeKey Inc November 2006 - November 2007
Loan Street Mortgage January 2006 - August 2006
Decision One Mortgage November 2002 - December 2005
First Tech Credit Union May 1999 - August 2002
Skills
Credit, Sales Operations, Mortgage Lending, Loans, Refinance, Loan Origination, Banking, Credit Analysis, Mortgage Banking, FHA, Underwriting, Analytical Skills, Account Management, Manage Client..., Client Counseling, Problem Solving, Hands-on Problem Solver, Business Development, Sales, Sales Process, Procedure Development, Procedure Manuals, Residential Mortgages, Fraud, Marketing Communications, Leadership, Customer Retention, Customer Satisfaction, Lead Generation, Building Relationships, Relationship Management, Enrollment Management, Salesforce.com, College Recruiting, Interviews, Training, Marketing, Time Management, Coaching, Team Building, Social Networking, Social Media Marketing, Solution Selling, Admissions, Team Leadership, Event Planning, B2B, Management, Customer Service, Recruiting
Education
Portland Community College 1998 — 2000
Business Administration
Avalara July 2013 - Present
First Tech Federal Credit Union December 2010 - Present
Scout Analytics July 2006 - June 2013
Concur Technologies September 2002 - July 2006
First Tech Credit Union October 2001 - November 2005
BEA Systems 2000 - September 2002
Corillian Corporation 1999 - 2000
Microsoft 1991 - 1999
Education
Rensselaer Polytechnic Institute 1987 — 1991
BS, Electrical Engineering
Cheshire High School
University Federal Credit Union January 2005 - Present
First Tech Credit Union August 1998 - May 2003
USBank February 1996 - June 1998
Sears, Roebuck and Co. February 1991 - March 1993
AutoZone June 1987 - April 1990
Skills
Banking, Credit Unions, Microsoft Office, Microsoft Excel, Microsoft Word, Mac, Account Reconciliation, Bookkeeping, Customer Service, Compliance, E-Learning, Financial Risk, General Ledger, Interviews, Internet, Internal Communications, Internal Audit, 10 Key, Social Networking, Office Administration, QuickBooks, Research, Typing, Consumer Lending, Loans, Outlook, Retail Banking, Cross Selling, Internet Banking, Mortgage Lending
Education
Mesa Community College 1995 — 1995
Certificate, Computers
Phoenix College 1986 — 1988
Interior Design/Business
The Standard December 2014 - Present
The Standard May 2012 - December 2014
Standard Insurance Company December 2010 - May 2012
The Standard June 2009 - January 2011
Standard Insurance Company 2007 - 2009
First Tech Credit Union July 2005 - May 2007
Skills
Strategy, Marketing, Management, Project Management, Strategic Planning, Integrated Marketing, Marketing Communications, Digital Marketing, Marketing Strategy, Email Marketing, Online Advertising, Vendor Management, Advertising, Social Media, Program Management, Direct Marketing, Sales Management, Member of Toastmasters, Salesforce.com
Education
Portland State University 2000 — 2002
Business Administration, Marketing, Advertising, Graduated with Honors
Barnhart Associates August 2006 - Present
First Tech Credit Union October 2005 - August 2006
Metropol Bakery August 2004 - May 2005
Education
University of Oregon 2003 — 2005
St. Helens Community FCU July 2012 - Present
First Tech Federal Credit Union January 2011 - February 2012
First Tech Credit Union April 2010 - December 2010
First Tech Credit Union November 2002 - April 2010
Self-employed July 1999 - October 2002
Portland Teachers Credit Union May 1997 - July 1999
First Tech Credit Union January 1990 - July 1997
Education
Portland State University 1992 — 1995
MBA
San Diego State University-California State University 1984 — 1988
BA
Google November 2014 - Present
Google January 2013 - November 2013
Google July 2008 - January 2013
Google October 2006 - July 2008
Hanner's Orchards August 2006 - September 2006
Ericksen Orchards June 2006 - July 2006
Pacific Telecom Services May 2006 - May 2006
First Tech Credit Union April 2006 - April 2006
University of Oregon Libraries September 2002 - June 2005
Skills
Hardware, Python, Project Planning, Project Coordination, Project Execution, Team Leadership, Linux Tools, Technical Writing, Technical Documentation, Technical Training, Fiber Optic Diagnostics..., Team Oriented, Team Building, Computer Hardware..., Data Center, Linux, Project Management, Servers, Databases, Troubleshooting, System Administration
Education
University of Oregon 2001 — 2005
BS, Economics
First Tech Credit Union November 2011 - Present
EMSystem June 2005 - November 2011
EMF Broadcasting 2004 - 2005
Tower Records 2003 - 2004
United Airlines 1989 - 2003
Skills
Microsoft SQL Server, Web Development, XML, Visual Studio, Web Applications, C#, JavaScript, ASP.NET, Web Services, Database Design, CSS, jQuery, HTML, Software Development, SQL, SharePoint, VB.NET, SOA, SDLC, ASP.NET AJAX, .NET, Agile Methodologies, IIS, Scrum, Databases, Testing, T-SQL, TFS, WCF, Solution Architecture, Agile Project Management, Architecture, HTML 5, Mobile Applications, Enterprise Architecture, XSLT, Integration, Cloud Computing, Enterprise Software, Requirements Analysis, Test Driven Development, LINQ, ASP.NET MVC, MVC, jQuery UI, C# 4.0, Website Development, JSON, Software Project..., E-commerce
Education
San Jose State University 1984 — 1988
Bachelor of Science, Aeronautical Engineering and Business
J. Ray Farley DDS June 2006 - Present
Dr. Cady October 2004 - May 2006
First Tech Credit Union 1999 - 2003
Education
Apollo Collage 2003 — 2004
Portland Community College 1995 — 1999
First Tech Credit Union August 2006 - Present
Skills
Banking, Financial Analysis, Risk Management, Credit Analysis, Strategic Financial..., Financial Reporting, Finance, Mergers & Acquisitions, Portfolio Management, Investments
Education
Portland State University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
University of California, Davis 1983 — 1987
Bachelor of Arts (B.A.), Economics
Wells Fargo January 2013 - Present
Wells Fargo November 2006 - December 2012
Comerica Bank September 2002 - November 2006
Monster July 1999 - December 2001
First Tech Credit Union September 1998 - July 1999
US Bank September 1996 - March 1998
Skills
Loans, Credit, Banking, Portfolio Management, Wholesale, Asset Based Lending, Commercial Lending, Financial Services, Cash Management, Underwriting, Commercial Banking, Finance, Management, Treasury Management, Business Development, Financial Structuring
Education
University of Oregon 1994 — 1998
B.S.
UCLA 2004 — 2006
Certificate
Legacy Health System August 2012 - Present
West Hills Mortgage June 2006 - March 2008
Countrywide Home Loans February 2002 - June 2006
Star Mountain Mortgage February 2003 - June 2003
Wells Fargo Home Mortgage October 2002 - February 2003
First Tech Credit Union March 2002 - September 2002
First Tech Credit Union March 2001 - March 2002
First Tech Credit Union February 1999 - March 2001
Skills
Customer Service, Loans, Banking, Software Documentation, Time Management, Microsoft Excel, Microsoft Word, Leadership, Healthcare, Credit, File Management, Data Entry, Outlook, PowerPoint, Nursing, Emergency Nursing, Registered Nurses, Nursing Care, Nursing Process, Cpr Certified, TNCC, ACLS, BLS, PALS
Education
University of Portland 2010 — 2012
BSN, Nursing
Portland Community College 2008 — 2010
Associate Transfer Degree, Nursing Prereqs
Caregiving Careers Inc 2009 — 2009
CNA, Certified Nursing Assistant
Washington State Department of Corrections November 2013 - Present
Clayful Creation Studio March 2010 - May 2013
First Tech Credit Union July 2005 - March 2010
Alaska USA FCU May 1993 - August 2004
Skills
Art, Consumer Lending, Graphic Design, Adobe Creative Suite, Public Speaking, Social Media, Creative Direction, Business Development, Marketing, Customer Service, Sales, Event Planning, Social Networking, Management
Education
Full Sail University 2010 — 2011
Web Design and Development
Skagit Valley Community College
University of Alaska Anchorage
Biology
The Partnership Federal Credit Union April 2015 - Present
The Partnership Federal Credit Union 2009 - April 2015
Express Employment Professionals 2008 - September 2009
Paragon Technology Group 2007 - 2007
First Tech Credit Union March 2005 - June 2006
Stream June 2002 - March 2005
Skills
Call Centers, Customer Service, Recruiting, Team Building, Contact Centers, Team Leadership
Education
Portland Community College
AAS
Amarillo College
AS
Rivermark Community Credit Union May 2010 - Present
Rivermark Community Credit Union August 2009 - May 2010
Oregon Community Credit Union August 2007 - May 2009
First Tech Credit Union March 2000 - July 2007
Skills
Coaching, Strategic Planning, Branch Management, Marketing, Team Building, Team Leadership, Underwriting, Leadership Development, Retail Banking, Public Speaking, Microsoft Office, Project Management
Education
Portland State University - School of Business 1998 — 2000
Bachelor of Science, Business Administration, Human Resources Focus
Portland Community College 1996 — 1998
Associate of Science (AS), Business Administration and Management, General, Graduated
Dwellworks, LLC November 2007 - January 2015
First Tech Credit Union May 2007 - November 2007
Washington Mutual July 2000 - November 2004
Skills
Banking, Human Resources, Business Development, New Business Development, Finance, Employee Benefits, Real Estate, Auditing, Negotiation, Customer Service, Coaching, Team Building, Training, Management, Recruiting, Account Management, Corporate Relocation, Business Analysis, Project Planning, Strategic Planning, Retail Banking, Core Banking, Sales Management, Risk Management, Internet Banking, Small Business Lending, Refinance, Process Improvement, Loan Origination, Investment Properties, Financial Risk, Treasury Management, Budgets, Loans, Mortgage Banking, Sales, Credit, Lines Of Credit, Global Mobility, Microsoft Word
Education
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
University of Washington
BA, Economics
Rogue Credit Union April 2015 - Present
First Tech Federal Credit Union July 2014 - March 2015
First Tech Federal Credit Union September 2012 - June 2014
First Tech Federal Credit Union January 2011 - October 2012
First Tech Credit Union August 2008 - January 2011
Oregon House of Representatives, Office of Rep. Tina Kotek April 2007 - July 2007
First Tech Credit Union May 2002 - July 2006
R & B Music June 1999 - December 2001
Skills
Risk Management, Enterprise Risk..., Enterprise Risk..., Interest Rate Risk..., Credit Risk, Operations Risk..., Vendor Risk Management, Financial Analysis, Business Analysis, Process Improvement, Banking, Project Management, SQL, Requirements Gathering, Consumer Lending, Testing, Cross-functional Team..., Analysis, Troubleshooting, Change Management, Program Management, Business Process..., Business Continuity, Internet Banking, Leadership, Project Planning, Requirements Analysis, Vendor Management, Enterprise Software, SDLC, Business Change..., Microsoft Office, Microsoft SQL Server, Microsoft Excel, Security, Budgets, Credit Unions, Certified Archer eGRC..., Member: Oregon..., Excel, SQL Server
Education
Pacific Coast Banking School (PCBS) 2014 — 2016
Banking and Financial Management
Portland State University 2004 — 2007
BS, Political Science
First Tech Federal Credit Union April 2015 - Present
First Tech Federal Credit Union August 2011 - April 2015
First Tech Credit Union April 2007 - August 2011
City of Portland May 2005 - September 2006
Skills
OFAC, Credit, Consumer Lending, Credit Analysis, Mortgage Lending, Banking, Fraud, AML, Credit Unions, Risk Management, Internet Banking, Loans, Loss Prevention, Bank Secrecy Act, Bank Fraud, Mortgage Underwriting, Payment Card Processing, Underwriting, Payments, Insurance, Refinance, Operational Risk..., Portfolio Management, Risk Assessment, Loan Origination, Retail Banking, Credit Cards, Financial Analysis, Fraud Detection, Information Security, Deposits, Small Business Lending, Electronic Payments, Financial Institutions, Credit Risk, KYC, Operational Risk, Commercial Banking, Mortgage Banking, Business Continuity, Enterprise Risk..., Debit Cards, Loss Mitigation, Commercial Lending, Anti Money Laundering
Education
Concordia University-Portland 2010 — 2012
Master of Business Administration (MBA), Business with concentration in Entrepreneurship
First Tech Credit Union August 2011 - Present
First Tech Credit Union July 2008 - July 2011
Education
Oregon State University 2004 — 2008
Psychology & Sociology, Minor: Crime & Justice
Micron Technology September 2015 - Present
US Navy Reserve October 2012 - Present
Patelco Credit Union November 2008 - September 2014
Well Fargo May 2008 - November 2008
First Tech Credit Union July 2004 - February 2008
Skills
Loans, Credit, Banking, Credit Analysis, Credit Unions, Consumer Lending, Financial Analysis, Mortgage Lending, Risk Management, Insurance, Investments, Portfolio Management, Customer Service, Sales, Loan Origination, Training, Leadership, Team Building, Finance, Mortgage Banking, Residential Mortgages, Cash Management, Financial Risk, Relationship Management, Credit Risk, Employee Training, Branch Banking, Process Improvement
Education
Portland State University 2005 — 2008
MBA, Business Administration and Management, General
San Jose State University 1999 — 2003
B.S., Economics
First Tech Federal Credit Union January 2012 - June 2014
First Tech Federal Credit Union January 2011 - April 2012
First Tech Credit Union October 1998 - December 2010
Skills
Credit Unions, Consumer Lending, Loans, Banking, Credit, Program Management, Loan Origination, Internal Audit, Operations Management, Accounting, Compliance, Quality Assurance, Underwriting, Branch Operation, Risk Management, Loan Servicing, Credit Cards, AML, Credit Risk, Mergers & Acquisitions, Commercial Lending, Small Business Lending, Internet Banking, Retail Banking, Lines Of Credit
Education
George Fox University 1998 — 2000
MBA, Master Business Administration
George Fox University 1996 — 1998
BA, Management and Organizational Leadership
self employed July 2011 - Present
Accountemps January 2009 - January 2011
Johan Vineyards July 2007 - July 2008
Meridian Mortgage Inc May 2007 - July 2007
US Bank September 2006 - November 2006
Castle Point Mortgage April 2004 - June 2006
Wells Fargo Home Mortgage November 2002 - April 2004
First Tech Credit Union August 2002 - November 2002
Bella Pearl Salon July 2001 - May 2002
RuleSpace November 2000 - June 2001
Skills
Microsoft Office, Mortgage Lending, Loans, Software Documentation, Management
Education
East Carolina University 1992 — 1994
BA, English Literature
University of North Carolina at Charlotte 1990 — 1992
First Tech Credit Union July 2013 - Present
Bank of America 2004 - July 2013
Skills
Credit, Loans, Retail Banking, Banking, Mortgage Lending, Customer Service, Cross Selling, Credit Risk, Risk Management, Consumer Lending, Credit Analysis, Commercial Banking, Leadership
Education
San Francisco State University
B.S., Marketing
USAA Real Estate Company September 2001 - Present
eDial January 2000 - January 2001
First Tech Credit Union January 1996 - January 2000
Skills
Project Management, PowerPoint, Yardi, C#, HTML 5, HTML, JavaScript, jQuery, jQuery Mobile, SQL, Microsoft SQL Server, PL/SQL, Oracle SQL, CSS, VB.NET, VBScript, Windows Server, Toad, Visual Studio, Dreamweaver, Photoshop, Adobe Fireworks, Powershell, Microsoft Exchange
Education
San Diego State University-California State University 1988 — 1995
Bachelor of Arts (B.A.), Economics
Rentrak August 2013 - Present
Rentrak November 2012 - August 2013
Rentrak Corporation April 1999 - November 2012
Waggener Edstrom December 1999 - July 2000
First Tech Credit Union October 1996 - April 1999
Skills
Account Management, Sales Management, Product Management, Team Leadership, Microsoft Excel, Public Speaking, Media Buying, Microsoft Word, Advertising, Badminton, Customer Service, New Business Development, Training, Management, Budgets, Analysis, Market Research, Digital Media, Marketing, Online Advertising, Strategic Partnerships, Digital Marketing
Education
Portland State University 1995 — 1998
Bachelor of Science (B.S.), Psychology
Mt. Hood Community College 1992 — 1995
Associate of Arts (A.A.), Psychology
Guild Mortgage Company September 2012 - Present
Northwest Mortgage Group May 2012 - September 2012
Wells Fargo Home Mortgage January 2012 - May 2012
First Tech Credit Union September 2008 - October 2010
Fidelity National Title July 2005 - July 2008
Skills
Mortgage Lending, Auto Lending, Microsoft Office, Escrow, Title Insurance, Public Speaking, Loans, Refinance, Real Estate
Education
Portland State University 2005 — 2008
Bachelor of Science, Public Health Education
Oregon State University 2001 — 2004
Allegiant Air flight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant Airflight attendantAllegiant AirConciergeWalt Disney WorldAugust 2013 - January 2014
Lane Community College September 2011 - June 2013
MetLife Home Loans October 2010 - September 2012
First Tech Credit Union May 2009 - October 2010
Wilshire Credit Corporation June 2008 - May 2009
LownHome Financial October 2007 - October 2008
Meritage Mortgage October 2003 - October 2007
Netbank, Inc. 2003 - 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Banking, Residential Mortgages, Underwriting, Credit Analysis, Risk Management, Hospitality Management, Hospitality, Leisure Travel, Tourism, Customer Retention, Customer Service, Customer Satisfaction, Travel Planning, Adventure Travel, Hosting Events, Sustainable Tourism, Tourism Management, Food Safety, Wine Tasting, Bartending, Food & Beverage, Event Planning, Event Management
Education
Lane Community College 2011 — 2013
Associate's degree, Hospitality Administration/Management
Kapiolani Community College 1991 — 1992
Marketing
Truenorthlogic April 2015 - August 2015
Curriculum Associates December 2013 - June 2014
NWEA May 2011 - February 2013
NWEA January 2010 - May 2011
NWEA October 2009 - November 2010
NWEA May 2007 - October 2009
First Tech Credit Union October 2005 - March 2007
Comerica Bank June 2004 - February 2005
Skills
Salesforce.com, Copywriting, Marketing Strategy, Research, Editing, Press Releases, Strategic Planning, Social Media, Public Speaking, Data Analysis, Cross-functional Team..., Content Strategy, Digital Marketing, Product Marketing, Brand Management, Product Launch, Writing, Internal Communications, Marketing Communications, Technical Support, Nonprofits, Integrated Marketing, Management, Leadership, Training, Marketing
Education
Ithaca College 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of the Cascades 2007 - 2013
Bank of the Cascades 2002 - 2006
First Tech Credit Union 1987 - 1999
Skills
Coaching, Employee Relations, Performance Management, Interviewing Skills, Training, Recruiting, HR Project Management, HR Consulting, HR Policies, Strategic HR, HR Specialist, Decisiveness, Gaining Trust of Others, Building Credibility, Achieving Measurable..., Succession Planning, HRIS, Applicant Tracking..., Human Resources, Technical Recruiting, Management, Organizational..., Employee Engagement
Education
Marylhurst University
Master's degree, Management/Human Resource emphasis
University of Oregon
Bachelor's degree, Health and Physical Education
Fiserv May 2006 - July 2014
First Tech Credit Union March 1988 - May 2006
Skills
Software Project..., Product Management
Education
Colorado Technical University 2003 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Portland State University 1988 — 1992
IKEA Group July 2007 - Present
Z Gallerie March 2005 - March 2006
First Tech Credit Union March 2004 - March 2005
Education
Portland State University 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Statesman Journal November 2011 - Present
Concrete Works Inc May 2011 - Present
Wells Fargo Bank September 2010 - June 2011
Unitus Credit Union May 2010 - September 2010
First Tech Credit Union September 2008 - May 2010
David's Bridal October 2007 - August 2008
Chuck E Cheese September 2004 - September 2007
Skills
Customer Service
Education
University of Phoenix 2008 — 2012
Bachelors, Accounting
Pioneer Pacific College 2007 — 2008
Associates, Business Management
First Tech Credit Union July 2013 - Present
First Tech Federal Credit Union July 2010 - Present
H&R Block January 2009 - February 2009
Skills
Credit Unions, Loans, Analysis, Banking, Accounting
Education
Eastern Oregon University 2001 — 2009
BS, Multimedia/Computer Science
Eastern Oregon University 2001 — 2009
BS, Accounting
First Tech Credit Union June 2011 - Present
Addison Avenue Investment Services December 2009 - Present
North Island Credit Union November 1999 - December 2009
Waddell & Reed January 1993 - November 1999
Skills
Investments, Retirement Planning, Financial Planning, Certified Financial..., Financial Services
Education
University of Kansas 1977 — 1981
Bachelor of Science, Business and Finance
Wells Fargo May 2013 - Present
First Tech Credit Union December 2012 - February 2013
Ranger Investments Inc. December 2011 - December 2012
Wells Fargo Bank September 2010 - December 2011
Park Avenue Mortgage May 2008 - September 2010
Skills
Loan Origination, Mortgage Banking, Microsoft Office, Social Media, Public Speaking, Underwriting, Mortgage Lending, Credit, Microsoft Excel, Customer Service, Risk Management, Banking, Microsoft Word, PowerPoint, Loans, Closings, Sales, Research, FHA, Analysis, Home Equity Loans, Real Estate Transactions, Training, Mortgage Underwriting, Outlook
Education
St Johns College 2005 — 2009
Bachelor of Arts, Philosophy, Classics, and History of Science and Mathematics
Lakeridge High School
Merrill Lynch April 2011 - December 2013
First Tech Credit Union April 1999 - April 2011
Skills
Series 7, Series 63, Wealth Management, Equities, Fixed Income, Securities, Asset Allocation, Investments, Investment Strategies, Thompson One, Series 66
Education
Heald College 1994 — 1996
Associate's degree, Medical Office Assistant/Specialist
First Tech Credit Union January 2013 - Present
DIRECTV July 2011 - August 2011
Education
Oregon State University 2008 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services