Founder's Community Bank
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Founder's Community Bank Employees
County of Santa Cruz July 2013 - Present
County of San Luis Obispo September 2012 - July 2013
SLO Credit Union February 2009 - June 2012
Founders Community Bank February 2007 - February 2009
First Bank of San Luis Obispo August 2005 - February 2007
Skills
Notary Public, Property Management..., Cash Handling Experience, New Account Opening, Accounts Payable, Credit Scoring, Collections, Escheatment, Levies, Trusts, IRAs, Data Entry, Customer Service, Windows, Mac OS, Microsoft Excel, Microsoft Word, Editing
Education
Cuesta College
Michaels Stores, Inc. October 2013 - Present
Founders Community Bank July 2012 - April 2013
Santa Barbara Bank & Trust 1998 - 2011
First Bank of San Luis Obispo 1998 - 2011
Westamerica Bank May 1983 - January 1998
Skills
Customer Service, Money Handling, Quickbooks, Phone Etiquette, Banking, QuickBooks, Credit, Cash Management, Loans, Money
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor's degree, Natural Resources/Conservation, General
Santa Monica College 1975 — 1978
Liberal Art degree, Liberal Arts and Sciences/Liberal Studies
Economic Vitality Corporation May 2012 - Present
Founders Community Bank January 2012 - May 2012
Coast National Bank October 2005 - January 2012
Education
Cal Poly San Luis Obispo
BS, Agricultural Business and Management
Primary Residential Mortgage September 2015 - Present
Founders Community Bank September 2014 - September 2015
Wells Fargo Business Banking Group February 2014 - August 2014
Primary Residential Mortgage July 2012 - February 2014
The Mortgage House, Inc. October 2011 - July 2012
Central Coast Lending January 2009 - October 2011
Wells Fargo Home Mortgage October 2007 - November 2008
The Mortgage House, Inc. May 2001 - October 2007
Skills
Residential Mortgages, Mortgage Banking, Government Loans, Refinance, First Time Home Buyers, USDA, Mortgage Lending, Home Equity Loans, REO, Loans, CalHFA, FHA, Condos, VA loans, Loan Origination, Real Estate, FHA financing, Credit
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor's, Ag Business
Founders Community Bank January 2015 - Present
First Republic Bank September 2013 - January 2015
Heritage Oaks Bank November 2003 - September 2013
Laurus College June 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Business Analysis, Risk Management, Software Documentation, Coaching, Data Analysis, Project Planning, Bank Secrecy Act, Banking, Access, Process Improvement, Credit, Team Building, Financial Analysis, Retail Banking, Windows 7, USA PATRIOT Act, AML, OFAC, Training, Financial Services, Financial Regulation, Anti Money Laundering, Commercial Banking, Strategic Planning, Operations Management, Due Diligence, Project Management, Budgets, Finance, Fraud, KYC
Education
Columbia College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2009 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Founders Community Bank Board MemberSan Luis Obispo Chamber of Commerce Board of Directors2006 - 2008
Coast National Bank June 1997 - November 2003
First Bank of San Luis Obispo October 1984 - September 1996
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
BS, Physical Education
Pacific Western Bank August 2012 - Present
American Perspective Bank April 2010 - September 2012
Founders Community Bank November 2005 - April 2010
Coast National Bank December 1998 - November 2005
Education
Stonier Graduate School of Banking 2004 — 2006
Bank Management
California Polytechnic State University-San Luis Obispo 1991 — 1994
Founders Community Bank June 2015 - Present
Founders Community Bank September 2014 - Present
KSBY Communications Inc. November 2006 - September 2014
Cal Poly Foundation 2005 - 2006
Terron Investments August 2001 - September 2005
Stanford University June 1998 - August 2001
Skills
Time Management, Human Resources, Recruiting, Project Management, Employee Benefits, Payroll, Event Planning, Customer Service, Social Media Marketing, Editing, Accounting, Microsoft Word, PowerPoint, PeopleSoft, Microsoft Excel, Public Speaking, Management
Education
California State University-Long Beach 2001 — 2005
Psychology, p
HMBHS
Founders Community Bank May 2014 - Present
Founders Community Bank May 2013 - May 2014
First Bank of San Luis Obispo September 2006 - April 2009
Skills
Banking, Customer Service, Retail Banking, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Founders Community Bank January 2012 - Present
Founders Community Bank November 2008 - December 2011
Pacific Capital Bancorp July 2007 - October 2008
Wells Fargo April 2003 - July 2007
Wells Fargo Bank 2005 - 2007
UC Davis 1993 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Loan Origination, Credit, Underwriting, Banking, Lines Of Credit, Relationship Management, Portfolio Management, Commercial Mortgages, Cash Management, Investments, Risk Management, Credit Risk, Asset Managment, Private Banking, Consumer Lending
Education
University of California, Davis 1993 — 1998
BA
Founder's Community Bank August 2011 - July 2012
Inn at Morro Bay October 2010 - August 2011
Skills
Customer Service, Data Entry, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Customer Satisfaction, Training, Facebook, Social Media, Telephone Skills, Hospitality, Social Networking
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Communication
Univeridad de Bilbao
Spanish