Fullerton Community Bank/Business Community Capital
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Fullerton Community Bank/Business Community Capital Employees
Fullerton Community Bank/Business Community Capital 1995 - 2011
Skills
Cash Flow, Customer Service, Employee Relations, Banking, Process Improvement, Planning and organizing, Problem Solving, Teamwork, Flexibility, neatness, Inventory Accuracy, Invoicing, Accounts Payable, Balance, Journal Entries, General Ledger, Bank Secrecy Act, Payments, Deposits, Treasury Management, Fixed Assets, Tax, Cross Selling, Depreciation, Sales Tax, Financial Statements, Accounting, Financial Statement..., Monthly Close, SBA, Portfolio Management, Cash Flow Forecasting, Lines Of Credit, Balance Sheet, Bank Reconciliation, Sarbanes-Oxley, Underwriting, Bookkeeping, Cash, Monthly Closing, Branch Management, G/L Reconciliations, Expenses, Ledger, Cash Receipts, Commercial Mortgages, Treasury, Wire Transfers, Finance, Cash Flow Statements
Education
Fullerton College 1995 — 1997
n/a, Accounting and Finance
First Team Real Estate December 2011 - Present
Fullerton Community Bank/Business Community Capital July 2007 - November 2011
Bank of America September 2004 - September 2006
Skills
Banking, Investments, Customer Service, Customer Satisfaction, Financial Analysis, Real Estate, Real Estate Development, Personal Finance
Education
California State University-Fullerton 2011 — 2013
Bachelor of Arts (B.A.), Business Finance
Fullerton College 2005 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
American First Credit Union April 2013 - Present
Brandman University - Chapman University System March 2012 - April 2013
Fullerton Community Bank/Business Community Capital September 2006 - March 2012
Cal Poly Pomona 2002 - 2005
Skills
Microsoft Excel, Retail Banking, Sales Management, Microsoft Office, Negotiation, Team Building, Banking, Expense Management, Loans, Change Management, Adobe Acrobat, Risk Management, Strategic Planning, Digital Media, E-Learning, PowerPoint, Customer Service, Commercial Banking, Dreamweaver, Commercial Lending, Credit, Distance Learning, New Business Development, Vendor Management, Management, Process Improvement, Microsoft Word, Training, Leadership, OS X, Access, System Administration
Education
Cal Poly Pomona 2001 — 2006
Business Administration, Electronic Business
Rowland High School
Bristol West Insurance Group May 2011 - Present
Farmers Insurance June 2006 - Present
Fullerton Community Bank/Business Community Capital January 2003 - June 2006
Education
University of California, Davis 2000 — 2003
Human Development and Family Studies, General
California State University-Long Beach
Bachelor of Arts (B.A.), Human Development and Family Studies, General
J. Villa Consulting May 2013 - Present
UC Irvine Medical Center November 2012 - May 2013
Orange County Public Works Department Intern, Community Development November 2011 - November 2012
Fullerton Community Bank/Business Community Capital June 2009 - October 2011
Skills
Microsoft Office, AutoCAD, Microsoft Word, Adobe Acrobat, Microsoft Excel, Adobe Creative Suite, SPSS, Solidworks, Zoning, Leadership, Urban Planning, ArcGIS, Adobe, Permit Applications, Urban Studies, Building Codes, SketchUp, Architectural Drawings, Critical Thinking, Research, Statistics, Data Analysis, Revit, Illustrator
Education
Irvine Valley College 2010 — 2013
Certification in Computer Aided Drafting, Architectural Drafting and Architectural CAD/CADD
University of California, Irvine 2007 — 2012
Bachelors in Arts, Urban Studies, Psychology and Social Behavior
Canyon High School 2003 — 2007
High School Diploma
Adams Pediatric Dentistry August 2015 - Present
Regions Financial Corporation September 2014 - July 2015
Regions Financial Corporation October 2013 - September 2014
Chick-fil-A December 2011 - November 2012
Opus Bank November 2011 - February 2012
Fullerton Community Bank/Business Community Capital August 2011 - October 2011
Fullerton Community Bank/Business Community Capital July 2007 - August 2011
Brea Chamber of Commerce May 2006 - April 2007
Starbucks Coffee Company 2005 - 2006
Starbucks Coffee Company 2002 - 2003
Skills
Customer Service, Microsoft Office, Loans, Team Building, Cash Management, Financial Analysis, Credit, Data Entry, PowerPoint, Process Improvement, Small Business Lending, Commercial Lending, Credit Analysis, Banking, Leadership, Retail Banking, Risk Management, Sales Management, Strategic Planning, Marketing, Inventory Management, Budgets, Commercial Banking, Microsoft Word, Employee Relations, Consumer Lending, Microsoft Excel, Time Management, Underwriting, Sales, Project Management, Management, Access, Team Leadership, Accounts Payable, Customer Satisfaction, Payroll, New Business Development, Human Resources, Negotiation, Executive Management, Accounting, Operations Management, Insurance, Mortgage Lending, Teamwork, Finance, Public Speaking, Coaching, Change Management
Education
University of Phoenix 2008 — 2010
BSBA, Business Administration
Florida College 2003 — 2004
Bankers Fidelity Capital Advisors November 2009 - Present
Fullerton Community Bank/Business Community Capital January 2006 - May 2008
Wells Fargo Bank April 2004 - January 2006
Skills
Banking, Commercial Lending, Loans, Credit, Small Business Lending, Cash Management, Residential Mortgages, FHA financing, VA loans, Real Estate, Lines Of Credit, Credit Analysis, Commercial Mortgages, Underwriting, SBA, Commercial Banking, Commercial Real Estate, Asset Based Lending, Consumer Lending, Real Estate Economics, Funding, Loan Origination, Retail Banking, Business Development, Investments, Mortgage Banking, Mortgage Lending, Risk Management, Portfolio Management, Financial Analysis, Treasury Management, Mergers & Acquisitions, Real Estate Financing, Cross Selling, Refinance, Financial Structuring, Finance, Construction Loans, Financial Services, FHA, Loss Mitigation, Relationship Management, Credit Risk, Loan Servicing, Structured Finance, USDA, Mortgage Underwriting, Deposits, Executive Management, Asset Management
Education
California State University-Fullerton 2003 — 2008
BA, Psychology
Preqin June 2014 - Present
Wyndham Vacation Ownership July 2013 - June 2014
UC Berkeley January 2013 - May 2013
UC Berkeley February 2010 - May 2013
UC Berkeley January 2011 - December 2012
Nixon Presidential Library and Museum May 2012 - August 2012
UC Berkeley Anthropology Undergraduate Association September 2011 - December 2011
Fullerton Community Bank/Business Community Capital June 2010 - August 2011
YMCA of North Orange County June 2010 - August 2010
Skills
Outstanding..., Creativity, Management, Organization &..., Leadership, Work Well Independently, Public Speaking, Desktop Computers, Research, Education, Marketing Event Planning, Project Ownership, Social Networking, Event Planning, Sports, Community Outreach, Fundraising, Leadership Development, Project Management, Time Management, Facebook, Budgets, Social Media Marketing, Social Media, Marketing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Anthropology
Cultural Experiences Abroad (University of New Haven) 2012 — 2012
Anthropology
Rosary High School
Banc of California November 2014 - Present
Popular Community Bank July 2012 - Present
Opus Bank November 2011 - August 2012
Fullerton Community Bank/Business Community Capital 1999 - 2011
First Federal Savings and Loan Assoc. September 1997 - February 1999
Skills
Loans, Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Cash Management, Small Business Lending, Credit, Credit Analysis, Underwriting, Retail Banking, Sales Management, Financial Analysis, SBA, Mortgage Banking, New Business Development, Risk Management, Change Management, Microsoft Office, Team Building, Asset Based Lending, Bank Secrecy Act, Branch Banking, Branch Management, Business Development, Cash Flow, Coaching, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Deposits, Expense Management, Finance, Financial Advisory, Financial Institutions, Financial Modeling, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Negotiation, Operations Management, Portfolio Management, Process Improvement, Refinance
Education
Pepperdine University 1993 — 1997
BA, Psychology
Star Real Estate Harbour Homes May 2011 - Present
Fullerton Community Bank/Business Community Capital November 2009 - October 2011
Skills
Banking, Commercial Banking, Retail Banking, Credit, Cross Selling, Cash Management, Sales Management, Microsoft Office, Investments, Real Estate, REO, Foreclosures, Referrals, Short Sales, SFR, Investment Properties, First Time Home Buyers, Investors, Single Family Homes, Listings, Condos, Townhomes, Residential Homes, Move Up Buyers, Buyer Representation, Sellers, Selling, Real Estate Transactions, New Home Sales, Negotiation, Property, Leases, Marketing, Income Properties, Real Property, Vacation Homes, 1031 Exchanges
Education
Cal State Fullerton 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Accounting
APC by Schneider Electric June 2015 - Present
Arch Telecom Inc. January 2012 - January 2015
THINK Together August 2011 - December 2011
Wraich Transport January 2011 - April 2011
Fullerton Community Bank/Business Community Capital February 2006 - August 2008
Skills
Microsoft Excel, Public Relations, Event Planning, Marketing, Account Management, Public Speaking, PowerPoint, Microsoft Office, Community Outreach, Social Networking, Fundraising, Nonprofits, Retail, Sales, Customer Service, Advertising, Client Service Oriented, Small Business, Social Media, B2B
Education
UCSD 2008 — 2011
Bachelor of Arts (B.A.), International Studies
Orange Coast College 2005 — 2008
Associate of Arts (A.A.), General Education
Canyon High School 2001 — 2005
Diploma, General Education
Pacific Premier Bank March 2013 - Present
Fullerton Community Bank/Business Community Capital February 2004 - March 2012
California Bank & Trust January 2003 - January 2004
Commercial Capital Bank June 2002 - December 2002
Hawthorne Savings May 2001 - June 2002
Morgan Stanley January 1999 - May 2001
La Jolla Bank, FSB April 1992 - January 1999
Bank of America June 1988 - March 1992
Education
California State University-Long Beach 1984 — 1988
Bachelor of Arts, Economics
Orange Coast College 1982 — 1984
Associate of Arts, Liberal Arts
Pacifica High School
Fullerton Community Bank/Business Community Capital August 2005 - Present
Franklin National Bank June 2001 - May 2005
Associated Bank in Minnesota, Minneaplis April 1997 - June 2001
Skills
Commercial Lending, Loans, Construction Loans, Credit Analysis, Banking, Credit, Microsoft Excel, Commercial Banking, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Mortgage Lending
Education
London Business School
Fullerton Community Bank/Business Community Capital April 2002 - Present
Education
Cypress College
AS, Medical
Clark Wealth Management November 2011 - Present
Fullerton Community Bank/Business Community Capital October 2005 - November 2011
IFMG Securities Inc February 2003 - October 2005
Cal National Bank January 2000 - February 2003
Skills
Finance, Banking, Investments, Portfolio Management, Retail Banking, Cross Selling, Underwriting, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 63, Asset Allocation, Financial Advisory, Microsoft Excel, Investment Strategies, Securities, Customer Service, Fixed Annuities, Uniform Combined State..., Asset Management, Wealth, Fixed Income, Equities, Team Building, Microsoft Office, Loans, Credit, Bonds, Series 65, High Net Worth..., IRAs, Wealth Accumulation, ETFs, Income Protection, 401k Rollovers, Saving for Education, 401k, FINRA, 529 Plans, Pensions, Series 6, Investment Management, Personal Financial..., Series 24, Variable Annuities, Alternative Investments
Education
California State University-Long Beach 1997 — 2002
Verizon Wireless June 2008 - Present
Fullerton Community Bank/Business Community Capital June 2005 - June 2008
Skills
Communication, Marketing Communications, Celebrity, Celebrity Management, Elite, Retail Sales, Retail Banking, 24/7 Operations, Microsoft Excel, Microsoft Word, Outlook, Mobile Technology, Brand Management, Guerrilla Marketing, Brand Implementation, Word Of Mouth Marketing
Education
California State University-Fullerton 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Fullerton College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies