Gateway Bank FSB
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Gateway Bank FSB Employees
Cost Plus World Market September 2007 - Present
Fidelity Brokers, Inc June 2006 - March 2007
Gateway Bank, FSB February 2003 - June 2006
Bay Press Services August 2001 - February 2003
Skills
Microsoft Office, Retail, Access, Microsoft Word, Team Building, Customer Service, Outlook, Time Management, Inventory Management, Microsoft Excel, Accounts Payables -...
Education
Southern New Hampshire University 2014 — 2016
Bachelor's Degree, Health/Health Care Administration/Management, 3.5
Chabot College
AA, Liberal Studies
Southern New Hampshire University
Bachelor of Science, Health Care Administration
Moss Adams LLP November 2012 - Present
Small Business Capital, LLC June 2011 - June 2012
Facebook June 2010 - May 2011
Gateway Bank FSB December 2008 - May 2010
Capital Access Group June 2004 - September 2008
Skills
Credit Analysis, Financial Analysis, Banking, Loans, Financial Modeling, Finance, Commercial Banking, Strategic Financial..., Investments, Mortgage Lending, Financial Risk, Underwriting, Portfolio Management, Cash Management, Cash Flow, Refinance, Commercial Lending, Accounting, Credit, Valuation, Small Business Lending, Due Diligence, Risk Management, Internal Controls, Mergers & Acquisitions, Asset Management, Loan Origination, Sarbanes-Oxley Act, Corporate Finance, Financial Reporting, Financial Structuring, Auditing
Education
Santa Clara University - Leavey School of Business 2009 — 2010
CAAP, Certificate of Advanced Accounting Proficiency
University of San Francisco 2004 — 2006
Master of Science, Financial Analysis
Golden Gate University 2002 — 2004
BA, Finance
PGMS
Tri-Emerald Financial Group, Inc. March 2015 - Present
Exlnt Property Management March 2009 - Present
American Financial Network, Inc. March 2013 - October 2014
Excel Capital October 2006 - September 2008
Gateway Bank FSB July 2005 - May 2006
Lindstrom Financial Group, Inc. February 2003 - May 2005
Wells Fargo Home Mortgage June 2002 - February 2003
Wells Fargo Bank January 2001 - June 2002
Education
Lake Forest College 1998 — 2000
Bachelor’s Degree, Bachelor of Sciences--Business, Cum Laude
Bank of the West August 2015 - Present
Bank of the West December 2014 - Present
Bank of the West September 2014 - November 2014
The National Food Laboratory September 2007 - February 2014
Gateway Bank FSB June 2005 - September 2007
The Claremont Hotel Resort and Spa June 2001 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Data Analysis, Event Planning, Data Entry, Accounts Payable, Training
Education
University of Phoenix 2012 — 2014
BSBHRM, Business/Human Resource Management
Heald College-San Francisco 1997 — 1999
Associate of Arts and Sciences (AAS), Computer Business Administration
Contractor/Consulting May 2014 - Present
Pacific Premier Bank January 2013 - June 2013
Gateway Bank, FSB February 2012 - January 2013
Southwest Securities July 2004 - May 2010
Popular Warehouse Lending May 2003 - June 2004
First Collateral Services September 2000 - May 2003
First Collateral Services May 1997 - September 2000
Skills
Broker - California..., Credit, Loans, Mortgage Lending, Mortgage Banking, Credit Analysis, Accounting, Loan Origination, Auditing, Residential Mortgages, Relationship Management, Management, Financial Services, Finance, Due Diligence, Real Estate, Credit Risk, Underwriting, Risk Management, Executive Management, FHA, Sales, Banking, Sales Management, Commercial Lending, Warehouse Lending, Account Management, Site Visits, New Business Development, Business Development
Education
School of Mortgage Banking (Mortgage Bankers Association) 1996 — 1999
Graduated, Accredited Mortgage Professional
Cal Poly San Luis Obispo 1988 — 1991
Bachelor of Science (B.S.), Business Administration, Finance
Opes Advisors July 2015 - Present
Ross Stores August 2009 - Present
Gateway Bank September 2013 - July 2015
Gateway Bank May 2007 - September 2013
Loan City May 2005 - May 2007
Gateway Bank FSB July 2001 - May 2005
First Franklin Financial Corp. March 1999 - July 2001
Classe Sound Productions 1980 - 1988
Skills
Mortgage, Pricing, Accounting, Wholesale, Loans, Databases, Mortgage Lending, Banking, Analysis, Microsoft Excel, Finance, Financial Risk, Credit, Financial Analysis, Business Analysis, Mortgage Banking, Management, Credit Analysis, Sales, Financial Services, Marketing, Strategic Financial..., Consumer Lending, Residential Mortgages, Loan Origination, Commercial Banking, Retail Banking, Risk Management, Underwriting, Refinance, Investments, Capital Markets, Loan Servicing, Access, Credit Risk, Real Estate, Retail, Financial Modeling, Mergers & Acquisitions
Education
University of Phoenix, San Jose Campus 1993 — 1995
BA, Business Adminisatration
University of California, Irvine 1984 — 1988
Economics
Wells Fargo October 2013 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
1st Tribal Lending January 2012 - September 2012
Luther Burbank Savings March 2011 - December 2011
Gateway Bank October 2009 - March 2011
Gateway Bank FSB October 2009 - March 2011
WMC Mortgage Direct May 2007 - August 2008
RCFF Wealth Management/Private Banking May 2007 - August 2008
Chase Home Finance October 2006 - October 2007
Skills
Credit, Compliance, Loans, Policy, Mortgage, Project Managemt, Vendor Management, Mortgage Lending, Team Building, Real Estate, Strategic Planning, Financial Risk, Auditing, Customer Service, Consumer Lending, Management, Coaching, Process Improvement, Retail Banking, Portfolio Management, Banking, Analysis, Underwriting, Negotiation, Risk Management, Training, Mortgage Banking, Loan Origination, Loss Mitigation, Credit Risk, Finance, Residential Mortgages, Refinance, Mortgage Underwriting, Commercial Lending, Commercial Banking, FHA, Financial Analysis, Investments, Executive Management
Education
Concord Law School 2007 2004 — 2007
Executive Juris Doctorate, Study of Law
Saint Mary's College 1976 — 1981
B.S, Business Administration and Economics
DigitalGlobe December 2012 - Present
Low Income Investment Fund July 2010 - April 2012
Pacific National Bank April 2007 - June 2010
Gateway Bank FSB March 2003 - April 2007
Skills
Financial Analysis, Accounting, Financial Reporting, General Ledger, Auditing, Account Reconciliation, Cash Management, Microsoft Excel, Finance, Banking, Cash Flow, Accounts Receivable, Analysis, Accounts Payable
Education
California State University-East Bay 2005 — 2007
MBA, Finance, Accounting
California State University-East Bay
Bachelor of Science (B.S.), Accounting
Computershare August 2011 - Present
JUDY LOPEZ NICKS December 2007 - February 2012
Gateway Bank January 2009 - August 2011
Gateway Bank, FSB March 2006 - October 2008
Transnational Financial 1998 - 2002
Skills
Loans, Customer Service, Underwriting, Financial Services, Credit, Banking, Mortgage Banking
Education
Heald College 1999 — 2001
Accounting/Admin
Worldpac May 2005 - April 2014
Gateway Bank, FSB August 2004 - May 2005
Gateway Bank, FSB September 2003 - August 2004
MTI Industries, Inc. January 2002 - September 2003
The David and Lucile Packard Foundation June 2001 - January 2002
Skills
Accounting, Account Reconciliation
Education
San Jose State University 1998 — 2001
BS, Marketing
Bank of the Orient April 2012 - August 2014
Gateway Bank FSB December 2010 - August 2011
City College of San Francisco September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Photoshop, Autodesk Software, InDesign, After Effects, Autodesk Maya, Perspective Drawings, Figure Drawing, Background Art, 2D art, 3D Modeling, Computer Animation, Character Animation, Stop Motion, Traditional Animation
Education
Academy of Art University 2012 — 2016
Bachelor of Fine Arts (BFA), 3D Animation and Environmental Modeling
Art Institute of San Francisco 2011 — 2012
Media Arts and Animation
City College of San Francisco 2010 — 2012
H&R Block 2008 - 2010
Gateway Bank FSB 2003 - 2007
Education
Grand Canyon University 2013 — 2020
Heald College-Hayward 2000 — 2002
Associate of Arts and Sciences (AAS), Business Software, 3.75
Gateway Bank, FSB June 2012 - Present
Wells Fargo Home Mortgage February 2009 - January 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting
Education
The Ohio State University 1991 — 1994
East Palestine High School 1987 — 1991
Diploma
Peking Handicraft June 2013 - Present
Gateway Bank, FSB May 2011 - May 2013
Skills
Banking, Customer Service
Education
San Francisco State University 2009 — 2011
Bachelor of Science (BS), Accounting