Heritage Bank NW
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Heritage Bank NW Employees
Employee
Years
Job
Industry
John Strohecker John Strohecker's Heritage Bank NW Experience August 2010 - April 2014
Job Professional Trustee
Industry Banking
Experience
Portland Fiduciary Services May 2014 - Present
Looking for opportunities in finance, banking, consulting, and business development April 2014 - June 2014
Heritage Bank NW August 2010 - April 2014
Cowlitz Bank Trust Department May 2004 - 2010
Cowlitz Bank 2004 - 2010
New England Life Insurance company 1987 - 1991
Skills
Business Development, Banking, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Estate Planning, Finance, Financial Analysis, Financial Services, Investment Advisory, Investments, Loans, Marketing Strategy, Mergers, Mortgage Lending, Loan Origination, Nonprofits, Mutual Funds, Project Planning, Retail Banking, Retirement Planning, Risk Management, Sales Management, Series 7, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting, Leadership, Financial Planning, Mergers & Acquisitions
Education
Oregon State University 1974 — 1978
Portland Fiduciary Services May 2014 - Present
Looking for opportunities in finance, banking, consulting, and business development April 2014 - June 2014
Heritage Bank NW August 2010 - April 2014
Cowlitz Bank Trust Department May 2004 - 2010
Cowlitz Bank 2004 - 2010
New England Life Insurance company 1987 - 1991
Skills
Business Development, Banking, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Estate Planning, Finance, Financial Analysis, Financial Services, Investment Advisory, Investments, Loans, Marketing Strategy, Mergers, Mortgage Lending, Loan Origination, Nonprofits, Mutual Funds, Project Planning, Retail Banking, Retirement Planning, Risk Management, Sales Management, Series 7, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting, Leadership, Financial Planning, Mergers & Acquisitions
Education
Oregon State University 1974 — 1978
Stephanie Neurer Stephanie Neurer's Heritage Bank NW Experience January 2015 - Present
Job Electronic Marketing Coordinator at Heritage Bank NW
Industry Financial Services
Experience
Heritage Bank NW January 2015 - Present
Heritage Bank NW July 2012 - January 2015
Heritage Bank NW April 2007 - July 2012
Mason General Hospital April 2006 - April 2007
Safeway April 1999 - April 2006
Skills
Microsoft Office, Public Relations, Marketing Copy, Copy Editing, Multi Tasking, Marketing, Marketing Communications, Organization &..., Dependable Team Player, High Achiever, Communication, Communication Skills, Writing, Copywriting, Highly detail oriented, Event Planning, Corporate Events, Events Coordination, Events, Employee Recognition, Budget Monitoring, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, Meeting Planning, Invoice Processing, Community Relations, Letter Writing, Problem Solving, Work Independently with..., Social Media Marketing, Sales&Marketing, Community Development, Direct Mail Campaigns, Campaign Management, Newsletters
Education
Saint Martin's University 2010 — 2012
Master of Business Administration (MBA), Business Administration & Marketing
Central Washington University 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration & Marketing
Olympic College 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Heritage Bank NW January 2015 - Present
Heritage Bank NW July 2012 - January 2015
Heritage Bank NW April 2007 - July 2012
Mason General Hospital April 2006 - April 2007
Safeway April 1999 - April 2006
Skills
Microsoft Office, Public Relations, Marketing Copy, Copy Editing, Multi Tasking, Marketing, Marketing Communications, Organization &..., Dependable Team Player, High Achiever, Communication, Communication Skills, Writing, Copywriting, Highly detail oriented, Event Planning, Corporate Events, Events Coordination, Events, Employee Recognition, Budget Monitoring, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, Meeting Planning, Invoice Processing, Community Relations, Letter Writing, Problem Solving, Work Independently with..., Social Media Marketing, Sales&Marketing, Community Development, Direct Mail Campaigns, Campaign Management, Newsletters
Education
Saint Martin's University 2010 — 2012
Master of Business Administration (MBA), Business Administration & Marketing
Central Washington University 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration & Marketing
Olympic College 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Colette Weber Colette Weber's Heritage Bank NW Experience July 2014 - Present
Job SBA Credit Assistant at Heritage Bank NW
Industry Commercial Real Estate
Experience
Heritage Bank NW July 2014 - Present
Centennial Mortgage September 2012 - June 2014
Macquarie Bank September 2006 - December 2008
Macquarie Bank September 2004 - September 2006
Seattle Mortgage Company February 2002 - September 2004
U.S. Bank February 1999 - February 2002
The Money Store Investment Corporation September 1993 - January 1998
Skills
Loans, Management, Real Estate Transactions, Asset Management, Small Business Lending, Underwriting, Customer Service, Project Management, Real Estate, Credit
Education
The University of Montana 1985 — 1992
Bachelors, Psychology
Heritage Bank NW July 2014 - Present
Centennial Mortgage September 2012 - June 2014
Macquarie Bank September 2006 - December 2008
Macquarie Bank September 2004 - September 2006
Seattle Mortgage Company February 2002 - September 2004
U.S. Bank February 1999 - February 2002
The Money Store Investment Corporation September 1993 - January 1998
Skills
Loans, Management, Real Estate Transactions, Asset Management, Small Business Lending, Underwriting, Customer Service, Project Management, Real Estate, Credit
Education
The University of Montana 1985 — 1992
Bachelors, Psychology
Brian Kammerer Brian Kammerer's Heritage Bank NW Experience April 2014 - Present
Job SBA Senior Credit Analyst at Heritage Bank NW
Industry Financial Services
Experience
Heritage Bank NW April 2014 - Present
Mollie Bahner (individual) March 2014 - April 2014
Foundation Bank August 2010 - September 2013
Fife Commercial Bank April 2008 - July 2010
GP Realty Finance July 2005 - March 2008
Sterling Bank February 2004 - June 2005
United States Marine Corps October 1999 - September 2003
Skills
US Marine Veteran,..., Real Estate..., Appraisal Principles,..., SBA, Commercial Real Estate..., Commercial Banking, Credit, Loans, Banking, Credit Risk, Financial Analysis, Risk Management, Credit Analysis, Team Building
Education
Campbell University
Bachelor of Business Administration (B.B.A.), Economics & Finance
Heritage Bank NW April 2014 - Present
Mollie Bahner (individual) March 2014 - April 2014
Foundation Bank August 2010 - September 2013
Fife Commercial Bank April 2008 - July 2010
GP Realty Finance July 2005 - March 2008
Sterling Bank February 2004 - June 2005
United States Marine Corps October 1999 - September 2003
Skills
US Marine Veteran,..., Real Estate..., Appraisal Principles,..., SBA, Commercial Real Estate..., Commercial Banking, Credit, Loans, Banking, Credit Risk, Financial Analysis, Risk Management, Credit Analysis, Team Building
Education
Campbell University
Bachelor of Business Administration (B.B.A.), Economics & Finance
Marlynne Fulton Marlynne Fulton's Heritage Bank NW Experience June 2004 - Present
Job Loan Operations Support Specialist.
Industry Financial Services
Experience
Heritage Bank NW June 2004 - Present
HomeStreet Bank February 1988 - June 1999
Rainier Mortgage Company November 1977 - February 1988
Skills
Loan Origination, Construction Loans, Mortgage Lending, Residential Mortgages, FHA, FHA financing, Branch Banking, Mortgage Banking, VA loans, FHA Financing, Residential Homes, VA Loans, Customer Service, Home Equity Loans, USDA, Refinance, Credit, Banking, Loans, Sales
Education
South Puget Sound Community College 1971 — 1972
Certified Dental Assistand, Medical, B
Heritage Bank NW June 2004 - Present
HomeStreet Bank February 1988 - June 1999
Rainier Mortgage Company November 1977 - February 1988
Skills
Loan Origination, Construction Loans, Mortgage Lending, Residential Mortgages, FHA, FHA financing, Branch Banking, Mortgage Banking, VA loans, FHA Financing, Residential Homes, VA Loans, Customer Service, Home Equity Loans, USDA, Refinance, Credit, Banking, Loans, Sales
Education
South Puget Sound Community College 1971 — 1972
Certified Dental Assistand, Medical, B
Marti Wheeler's Heritage Bank NW Experience April 2015 - Present
Job Customer Service Center Supervisor at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW April 2015 - Present
Heritage Bank NW April 2008 - April 2015
Skills
Loans, Coaching, Accounting, Banking, Commercial Lending, Negotiation, Commercial Banking, Strategic Planning, Credit, Consumer Lending, Branch Management, Retail Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Loan Origination, Cash Management, Commercial Mortgages, Mortgage Lending, Asset Based Lending, Mortgage Banking, Underwriting
Education
The American University in Cairo
Bachelor's Degree, Political Science
The Evergreen State College
Bachelor's Degree, Political Science/Computer Science
Heritage Bank NW April 2015 - Present
Heritage Bank NW April 2008 - April 2015
Skills
Loans, Coaching, Accounting, Banking, Commercial Lending, Negotiation, Commercial Banking, Strategic Planning, Credit, Consumer Lending, Branch Management, Retail Banking, Small Business Lending, Credit Analysis, Lines Of Credit, Loan Origination, Cash Management, Commercial Mortgages, Mortgage Lending, Asset Based Lending, Mortgage Banking, Underwriting
Education
The American University in Cairo
Bachelor's Degree, Political Science
The Evergreen State College
Bachelor's Degree, Political Science/Computer Science
Debbie Sawatzky Debbie Sawatzky's Heritage Bank NW Experience May 2014 - Present
Job Bank Operations Manager at Heritage Bank
Industry Banking
Experience
Heritage Bank NW May 2014 - Present
Whidbey Island Bank October 2010 - April 2014
North County Bank January 1999 - September 2010
Skills
Management, Retail Banking, Customer Service, Credit, Consumer Lending, Cash Management, Commercial Banking
Education
Edmonds Community College
Heritage Bank NW May 2014 - Present
Whidbey Island Bank October 2010 - April 2014
North County Bank January 1999 - September 2010
Skills
Management, Retail Banking, Customer Service, Credit, Consumer Lending, Cash Management, Commercial Banking
Education
Edmonds Community College
Carmen Malsbury Carmen Malsbury's Heritage Bank NW Experience October 2013 - Present
Job Commercial Lender, SVP Heritage Bank
Industry Banking
Experience
Heritage Bank NW October 2013 - Present
Seattle Bank 2011 - 2013
Education
Montana State University-Bozeman 1973 — 1977
Montana State University-Bozeman 1973 — 1977
Elementary Education
Heritage Bank NW October 2013 - Present
Seattle Bank 2011 - 2013
Education
Montana State University-Bozeman 1973 — 1977
Montana State University-Bozeman 1973 — 1977
Elementary Education
Elyse Villanueva Elyse Villanueva's Heritage Bank NW Experience February 2014 - Present
Job Heritage Bank AVP Branch Manager
Industry Banking
Experience
Heritage Bank NW February 2014 - Present
First Citizens Bank June 2013 - February 2014
First Citizens Bank February 2012 - July 2013
First Citizens Bank October 2009 - April 2012
Venture Bank June 2007 - September 2009
St Alphonsus Medical Credit Union January 2007 - June 2007
Venture Bank May 2004 - December 2006
Skills
Commercial Banking, Loans, Mortgage Lending, Credit, Consumer Lending, Financial Analysis, Customer Service, IRAs, Banking, Cash Management, Teller Operations, Lines Of Credit, Commercial Lending, Deposits
Education
Leadership Thurston County 2014 — 2015
Thurston County
Washington Bankers Association 2014 — 2015
RBMD, Retail Branch Manager Development Program
The Evergreen State College 2002 — 2006
Bachelor of Arts (B.A.), Psychology/Nutrition, Dean's List all four years.
Heritage Bank NW February 2014 - Present
First Citizens Bank June 2013 - February 2014
First Citizens Bank February 2012 - July 2013
First Citizens Bank October 2009 - April 2012
Venture Bank June 2007 - September 2009
St Alphonsus Medical Credit Union January 2007 - June 2007
Venture Bank May 2004 - December 2006
Skills
Commercial Banking, Loans, Mortgage Lending, Credit, Consumer Lending, Financial Analysis, Customer Service, IRAs, Banking, Cash Management, Teller Operations, Lines Of Credit, Commercial Lending, Deposits
Education
Leadership Thurston County 2014 — 2015
Thurston County
Washington Bankers Association 2014 — 2015
RBMD, Retail Branch Manager Development Program
The Evergreen State College 2002 — 2006
Bachelor of Arts (B.A.), Psychology/Nutrition, Dean's List all four years.
Debbie Jumper Debbie Jumper's Heritage Bank NW Experience June 2014 - Present
Job Mortgage Loan Officer,NMLS# 708083 at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW June 2014 - Present
Valley Bank July 2007 - July 2013
Respone Mortgage September 2002 - July 2007
Skills
Mortgage Banking, Residential Mortgages, Retail Banking, FHA financing, VA Financing, Loan Origination, Construction Loans
Education
Pierce College 1992 — 1994
Heritage Bank NW June 2014 - Present
Valley Bank July 2007 - July 2013
Respone Mortgage September 2002 - July 2007
Skills
Mortgage Banking, Residential Mortgages, Retail Banking, FHA financing, VA Financing, Loan Origination, Construction Loans
Education
Pierce College 1992 — 1994
Ed Fischer Ed Fischer's Heritage Bank NW Experience January 2013 - Present
Job Senior Vice President at Heritage Bank
Industry Banking
Experience
Heritage Bank NW January 2013 - Present
Northwest Commercial Bank July 2009 - December 2012
Columbia Bank April 1996 - January 2010
First Interstate Bank May 1992 - May 1996
Skills
Credit, Banking, Wealth Management, Loans, Investments, Financial Analysis, Consumer Lending, Financial Risk, Retail Banking, Commercial Banking, Credit Risk, Commercial Mortgages, Commercial Lending, Small Business Lending, Credit Analysis, SBA, Commercial Real Estate, Treasury Management, Mortgage Lending, Asset Based Lending, Cash Management, Underwriting
Education
Central Washington University 1985 — 1989
BS, Economics and Business Admin with a specialty in finance
Heritage Bank NW January 2013 - Present
Northwest Commercial Bank July 2009 - December 2012
Columbia Bank April 1996 - January 2010
First Interstate Bank May 1992 - May 1996
Skills
Credit, Banking, Wealth Management, Loans, Investments, Financial Analysis, Consumer Lending, Financial Risk, Retail Banking, Commercial Banking, Credit Risk, Commercial Mortgages, Commercial Lending, Small Business Lending, Credit Analysis, SBA, Commercial Real Estate, Treasury Management, Mortgage Lending, Asset Based Lending, Cash Management, Underwriting
Education
Central Washington University 1985 — 1989
BS, Economics and Business Admin with a specialty in finance
Charmaine Harvey Lightheart Charmaine Harvey Lightheart's Heritage Bank NW Experience April 2015 - Present
Job Vice President, Cash Management Sales Officer at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW April 2015 - Present
Heritage Bank NW March 2013 - Present
Sterling Savings Bank March 2012 - March 2013
First Independent Bank proud to become Sterling Bank August 2011 - March 2012
First Independent Bank May 2005 - September 2011
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Banking, Small Business Lending, Consumer Lending, Lines Of Credit, Retail Banking, Portfolio Management, Treasury Management, Cash Management, Deposits, Branch Management, Branch Banking, Relationship Management, Cross Selling, Customer Service, Sales, Loan Origination, Business Development, Financial Analysis, Mortgage Lending, Leadership, Commercial Mortgages, Real Estate, Refinance, Mortgage Banking, Credit Risk, Underwriting, Finance, Risk Management, Financial Risk, Wealth Management, Residential Mortgages, Asset Based Lending
Education
Leadership of Clark County
City University of Seattle 2006 — 2008
Masters, Business Administration
Washington State University 1994 — 1998
Bachelors, Prelaw
Washington Bankers Association
Executive Development Program (EDP)
Heritage Bank NW April 2015 - Present
Heritage Bank NW March 2013 - Present
Sterling Savings Bank March 2012 - March 2013
First Independent Bank proud to become Sterling Bank August 2011 - March 2012
First Independent Bank May 2005 - September 2011
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Banking, Small Business Lending, Consumer Lending, Lines Of Credit, Retail Banking, Portfolio Management, Treasury Management, Cash Management, Deposits, Branch Management, Branch Banking, Relationship Management, Cross Selling, Customer Service, Sales, Loan Origination, Business Development, Financial Analysis, Mortgage Lending, Leadership, Commercial Mortgages, Real Estate, Refinance, Mortgage Banking, Credit Risk, Underwriting, Finance, Risk Management, Financial Risk, Wealth Management, Residential Mortgages, Asset Based Lending
Education
Leadership of Clark County
City University of Seattle 2006 — 2008
Masters, Business Administration
Washington State University 1994 — 1998
Bachelors, Prelaw
Washington Bankers Association
Executive Development Program (EDP)
Noelle Neary's Heritage Bank NW Experience June 2011 - September 2012
Job Banking Recruiter
Industry Staffing and Recruiting
Experience
Management Recruiters of Vancouver, LLC September 2014 - Present
Robert Half International September 2012 - September 2014
Heritage Bank NW June 2011 - September 2012
Columbia Bank June 2005 - December 2010
Skills
Credit, Banking, Microsoft Excel, Customer Service, Risk Management, Recruiting, Financial Services, Retail Banking, Customer Satisfaction, Coaching, Finance, Temporary Staffing, Analysis, Microsoft Office, Leadership, Training, Vendor Management, Business Analysis, Commercial Banking, Performance Management, Mortgage Lending, Credit Analysis, Operations Management, Team Building, Management, Sales, Human Resources, Financial Analysis, Small Business Lending, Business Development, Team Management, Process Improvement, Account Management, Portfolio Management, Payroll, Consumer Lending, CRM, Call Centers, Loans, Team Leadership, Loan Origination, Executive Management, Customer Retention, Commercial Lending, Applicant Tracking..., Customer Experience
Education
University of Washington 2008 — 2010
Bachelor of Science (B.S.), Environmental Science
University of Puget Sound 2003 — 2005
Management Recruiters of Vancouver, LLC September 2014 - Present
Robert Half International September 2012 - September 2014
Heritage Bank NW June 2011 - September 2012
Columbia Bank June 2005 - December 2010
Skills
Credit, Banking, Microsoft Excel, Customer Service, Risk Management, Recruiting, Financial Services, Retail Banking, Customer Satisfaction, Coaching, Finance, Temporary Staffing, Analysis, Microsoft Office, Leadership, Training, Vendor Management, Business Analysis, Commercial Banking, Performance Management, Mortgage Lending, Credit Analysis, Operations Management, Team Building, Management, Sales, Human Resources, Financial Analysis, Small Business Lending, Business Development, Team Management, Process Improvement, Account Management, Portfolio Management, Payroll, Consumer Lending, CRM, Call Centers, Loans, Team Leadership, Loan Origination, Executive Management, Customer Retention, Commercial Lending, Applicant Tracking..., Customer Experience
Education
University of Washington 2008 — 2010
Bachelor of Science (B.S.), Environmental Science
University of Puget Sound 2003 — 2005
Cindy Huntley Cindy Huntley's Heritage Bank NW Experience 1988 - Present
Job SVP Director of Retail Banking at Heritage Bank
Industry Banking
Experience
Heritage Bank NW 1988 - Present
Skills
Banking, Retail Banking, Marketing, Management, Branching, Branch Administration, Sales&Marketing, Sales Management, Commercial Banking, Branch Banking, Deposits, Sales, Customer Service, New Business Development, Coaching, Marketing Strategy, Commercial Lending
Education
Pacific Coast Banking School, University of Washington 2011 — 2013
School of Bank Marketing and Management 1995 — 1996
Marketing/Marketing Management, General
University of Northern Colorado 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Heritage Bank NW 1988 - Present
Skills
Banking, Retail Banking, Marketing, Management, Branching, Branch Administration, Sales&Marketing, Sales Management, Commercial Banking, Branch Banking, Deposits, Sales, Customer Service, New Business Development, Coaching, Marketing Strategy, Commercial Lending
Education
Pacific Coast Banking School, University of Washington 2011 — 2013
School of Bank Marketing and Management 1995 — 1996
Marketing/Marketing Management, General
University of Northern Colorado 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Serene Armstrong's Heritage Bank NW Experience June 2004 - Present
Job Credit Analyst at Whidbey Island Bank
Industry Banking
Experience
Heritage Bank NW June 2004 - Present
Skills
Loans, Consumer Lending, Credit, Small Business Lending, Banking, Commercial Lending, Credit Risk, Retail Banking, Lines Of Credit, Commercial Banking, Credit Analysis, Microsoft Office, Cash Management, Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Portfolio Management, Finance, Loan Origination
Education
Skagit Valley College 2003 — 2005
AA, Accounting
Heritage Bank NW June 2004 - Present
Skills
Loans, Consumer Lending, Credit, Small Business Lending, Banking, Commercial Lending, Credit Risk, Retail Banking, Lines Of Credit, Commercial Banking, Credit Analysis, Microsoft Office, Cash Management, Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Portfolio Management, Finance, Loan Origination
Education
Skagit Valley College 2003 — 2005
AA, Accounting
Brenda Wallace Brenda Wallace's Heritage Bank NW Experience August 2013 - Present
Job Assistant Manager at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW August 2013 - Present
Whidbey Island Bank August 2013 - Present
Washington Federal May 2012 - August 2013
Eastside Commercial Bank February 2009 - May 2012
Washington Mutual August 2007 - February 2009
Skagit State Bank February 2001 - August 2007
Skills
Notary Public, Banking, Customer Service, Compliance, Policy, Customer Relations, Microsoft Office, Cash, Coaching, Accounting, Problem Solving, Payments, Auditing, Budgeting, Audit, Cash Management, Banking Operations, Retail Banking, Operational Risk..., Risk Management, Operations Management, Risk, Personal Banking, Core Banking, Commercial Banking, Credit Risk, Credit Analysis, Operational Risk, Accounts Payable, Deposits, Credit Cards, Branch Management, Team Building, Sales, Cross Selling, Branch Banking, Back Office, Relationship Management, Commercial Lending, Small Business Lending, Mortgage Lending, Loan Origination, Consumer Lending, Financial Risk
Education
Chaffey College 1980 — 1981
Credits, Business Ownership/Mangement
Heritage Bank NW August 2013 - Present
Whidbey Island Bank August 2013 - Present
Washington Federal May 2012 - August 2013
Eastside Commercial Bank February 2009 - May 2012
Washington Mutual August 2007 - February 2009
Skagit State Bank February 2001 - August 2007
Skills
Notary Public, Banking, Customer Service, Compliance, Policy, Customer Relations, Microsoft Office, Cash, Coaching, Accounting, Problem Solving, Payments, Auditing, Budgeting, Audit, Cash Management, Banking Operations, Retail Banking, Operational Risk..., Risk Management, Operations Management, Risk, Personal Banking, Core Banking, Commercial Banking, Credit Risk, Credit Analysis, Operational Risk, Accounts Payable, Deposits, Credit Cards, Branch Management, Team Building, Sales, Cross Selling, Branch Banking, Back Office, Relationship Management, Commercial Lending, Small Business Lending, Mortgage Lending, Loan Origination, Consumer Lending, Financial Risk
Education
Chaffey College 1980 — 1981
Credits, Business Ownership/Mangement
Bob MacIsaac Bob MacIsaac's Heritage Bank NW Experience August 2013 - Present
Job Senior Vice President & Team Leader
Industry Banking
Experience
Heritage Bank NW August 2013 - Present
The Bank of Washington June 2011 - August 2013
Union Bank April 2010 - June 2011
Frontier Bank January 2003 - April 2010
Skills
Banking, Branch Banking, Commercial Banking, Commercial Lending, Credit, Loans, Management, Small Business Lending
Education
Pacific Coast Banking School 2004 — 2006
Graduate
California State University-Los Angeles 1991 — 1996
Graduate Studies
California State University-Northridge 1985 — 1989
B.S., Business Administration - Finance
Heritage Bank NW August 2013 - Present
The Bank of Washington June 2011 - August 2013
Union Bank April 2010 - June 2011
Frontier Bank January 2003 - April 2010
Skills
Banking, Branch Banking, Commercial Banking, Commercial Lending, Credit, Loans, Management, Small Business Lending
Education
Pacific Coast Banking School 2004 — 2006
Graduate
California State University-Los Angeles 1991 — 1996
Graduate Studies
California State University-Northridge 1985 — 1989
B.S., Business Administration - Finance
Staci Lindstrand Staci Lindstrand's Heritage Bank NW Experience May 2014 - Present
Job Branch Relationship Manager at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW May 2014 - Present
Whidbey Island Bank May 2013 - Present
Washington Federal Savings May 2007 - January 2014
Cascade Bank December 2005 - February 2007
Cascade Bank May 2004 - December 2005
Skills
IRA's, Home Equity Lines of..., Customer Service, Small to Medium Size..., Mortgage Lending, Finance, Training, Commercial Banking, Management, Sales, Coaching, Loans, Home Equity Loans, Banking, Credit, Small Business Lending, Consumer Lending
Education
Seattle University 2000 — 2002
BA, Ecological Studies
Blanchet High School 1992 — 1995
Heritage Bank NW May 2014 - Present
Whidbey Island Bank May 2013 - Present
Washington Federal Savings May 2007 - January 2014
Cascade Bank December 2005 - February 2007
Cascade Bank May 2004 - December 2005
Skills
IRA's, Home Equity Lines of..., Customer Service, Small to Medium Size..., Mortgage Lending, Finance, Training, Commercial Banking, Management, Sales, Coaching, Loans, Home Equity Loans, Banking, Credit, Small Business Lending, Consumer Lending
Education
Seattle University 2000 — 2002
BA, Ecological Studies
Blanchet High School 1992 — 1995
John McGinnity John McGinnity's Heritage Bank NW Experience April 2015 - Present
Job VP SBA Lender at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW April 2015 - Present
AmericanWest Bank January 2014 - March 2015
Bank of America April 2012 - August 2013
JPMorgan Chase October 2010 - April 2012
Wells Fargo Bank February 2010 - October 2010
Wells Fargo Bank July 2006 - February 2010
Wells Fargo Bank January 2005 - July 2006
Skills
Small Business, Credit, Small Business Lending, Retail Banking, Loans, Consumer Lending, Investments, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Banking, Lines Of Credit, Cross Selling, Branch Management, Mortgage Banking, Treasury Management, Portfolio Management, Commercial Mortgages, Refinance, Deposits, SBA, Underwriting, Relationship Management, Financial Services, Construction Loans, Finance, Credit Risk, Asset Based Lending, Series 6, Merchant Services, Credit Cards, Wealth Management, FHA, Loan Origination, Financial Analysis, Cash Management, Business Development
Education
Spokane Community College 2000 — 2001
Fire Science
Valencia College 1999 — 2000
EMT
North Idaho College 1998 — 1999
General Studies
Heritage Bank NW April 2015 - Present
AmericanWest Bank January 2014 - March 2015
Bank of America April 2012 - August 2013
JPMorgan Chase October 2010 - April 2012
Wells Fargo Bank February 2010 - October 2010
Wells Fargo Bank July 2006 - February 2010
Wells Fargo Bank January 2005 - July 2006
Skills
Small Business, Credit, Small Business Lending, Retail Banking, Loans, Consumer Lending, Investments, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Banking, Lines Of Credit, Cross Selling, Branch Management, Mortgage Banking, Treasury Management, Portfolio Management, Commercial Mortgages, Refinance, Deposits, SBA, Underwriting, Relationship Management, Financial Services, Construction Loans, Finance, Credit Risk, Asset Based Lending, Series 6, Merchant Services, Credit Cards, Wealth Management, FHA, Loan Origination, Financial Analysis, Cash Management, Business Development
Education
Spokane Community College 2000 — 2001
Fire Science
Valencia College 1999 — 2000
EMT
North Idaho College 1998 — 1999
General Studies
Bobbi Schmelzer Bobbi Schmelzer's Heritage Bank NW Experience December 2014 - Present
Job Financial Services Associate at Heritage Bank
Industry Banking
Experience
Heritage Bank NW December 2014 - Present
Heritage Bank NW May 2013 - December 2014
Subway June 2012 - May 2013
Cougar Store August 2010 - February 2012
Skills
Deposits, Retail Banking, Customer Experience, Banking, Credit Cards, Telephone Skills, Time Management, 10 Key, Customer Service, Cash Handling, Teamwork, Customer Satisfaction, Critical Thinking, Microsoft Office, Microsoft Word, Phone Etiquette, PowerPoint, Computer Proficiency, Sales, Cash Management, Commercial Banking, Leadership
Education
Olympic College 2014 — 2016
Working towards a Technical Associates in Accounting, Accounting
Lower Columbia College 2010 — 2011
15 credit hours, Accounting
Woodland High School 2003 — 2007
Diploma, General Studies
Heritage Bank NW December 2014 - Present
Heritage Bank NW May 2013 - December 2014
Subway June 2012 - May 2013
Cougar Store August 2010 - February 2012
Skills
Deposits, Retail Banking, Customer Experience, Banking, Credit Cards, Telephone Skills, Time Management, 10 Key, Customer Service, Cash Handling, Teamwork, Customer Satisfaction, Critical Thinking, Microsoft Office, Microsoft Word, Phone Etiquette, PowerPoint, Computer Proficiency, Sales, Cash Management, Commercial Banking, Leadership
Education
Olympic College 2014 — 2016
Working towards a Technical Associates in Accounting, Accounting
Lower Columbia College 2010 — 2011
15 credit hours, Accounting
Woodland High School 2003 — 2007
Diploma, General Studies
Simona DeVries Simona DeVries's Heritage Bank NW Experience January 2006 - Present
Job Commercial Loan Officer at Heritage Bank
Industry Banking
Experience
Heritage Bank NW January 2006 - Present
Safeco Insurance 2002 - January 2006
Safeco Insurance 1999 - 2002
Education
University of Phoenix 1999 — 2001
Bachelors, Business Management
Cal State Fullerton 1995 — 1997
Business Administration and Management, General
Heritage Bank NW January 2006 - Present
Safeco Insurance 2002 - January 2006
Safeco Insurance 1999 - 2002
Education
University of Phoenix 1999 — 2001
Bachelors, Business Management
Cal State Fullerton 1995 — 1997
Business Administration and Management, General
Dee Ebsen Dee Ebsen's Heritage Bank NW Experience November 1995 - March 2015
Job Retired VP/Br Relationship Mgr Heritage Bank, Lakewood Branch
Industry Banking
Experience
Heritage Bank NW November 1995 - March 2015
University Savings Bank February 1972 - November 1995
National Bank of Washington January 1969 - January 1972
Skills
Investments, Negotiation, Building Relationships, Employee Relations, Real Estate Financing, Personal Banking, Personal Training, Friendly Personality, Customer Service, Community Outreach, Positive Team Player, Compassion, Empathy, Caring, Small Business Lending, Commercial Banking
Education
Pasadena City College 1965 — 1967
Associate of Arts (AA), Business Administration and Management, General
Vernonia High School 1961 — 1965
Heritage Bank NW November 1995 - March 2015
University Savings Bank February 1972 - November 1995
National Bank of Washington January 1969 - January 1972
Skills
Investments, Negotiation, Building Relationships, Employee Relations, Real Estate Financing, Personal Banking, Personal Training, Friendly Personality, Customer Service, Community Outreach, Positive Team Player, Compassion, Empathy, Caring, Small Business Lending, Commercial Banking
Education
Pasadena City College 1965 — 1967
Associate of Arts (AA), Business Administration and Management, General
Vernonia High School 1961 — 1965
Donn Wiley Donn Wiley's Heritage Bank NW Experience September 2010 - July 2014
Job Director of Lending
Industry Banking
Experience
First Federal July 2014 - Present
Heritage Bank NW September 2010 - July 2014
Heritage Bank NW August 2010 - September 2010
Bay Bank June 2007 - July 2010
Skills
Commercial Lending, Commercial Mortgages, Asset Based Lending, Relationship Management, Lines Of Credit, Community Banking, Commercial Banking, Banking, Consumer Lending, Corporate Finance, Credit Analysis, Loans, Real Estate, Small Business Lending, Loan Origination, Cash Management, Credit, Mortgage Lending
Education
Oregon State University 1976 — 1980
Bachelor of Science, Agricultural Economics
First Federal July 2014 - Present
Heritage Bank NW September 2010 - July 2014
Heritage Bank NW August 2010 - September 2010
Bay Bank June 2007 - July 2010
Skills
Commercial Lending, Commercial Mortgages, Asset Based Lending, Relationship Management, Lines Of Credit, Community Banking, Commercial Banking, Banking, Consumer Lending, Corporate Finance, Credit Analysis, Loans, Real Estate, Small Business Lending, Loan Origination, Cash Management, Credit, Mortgage Lending
Education
Oregon State University 1976 — 1980
Bachelor of Science, Agricultural Economics
Robert Ittes Robert Ittes's Heritage Bank NW Experience May 2014 - Present
Job SVP/Commercial Loan Team Leader
Industry Banking
Experience
Heritage Bank NW May 2014 - Present
Whidbey Island Bank August 2013 - May 2014
Seattle Bank August 2011 - August 2013
Bank of the Northwest February 2010 - August 2011
Issaquah Community Bank October 2006 - February 2010
Elliott Cove Capital Management August 2005 - September 2006
Cascade Bank June 2004 - April 2005
Issaquah Bank March 1993 - June 2004
WestOne Bank February 1989 - November 1991
Community Bank if Renton March 1983 - February 1989
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Commercial Mortgages, Credit Risk, Consumer Lending, Treasury Management, Lines Of Credit, Real Estate, Loan Origination, Retail Banking
Education
Seattle University 1986 — 1989
Master of Business Administration (M.B.A.), Accounting and Finance
LaVerne University 1975 — 1977
Bachelor of Arts (BA), Business/Managerial Economics
Allan Hancock College 1973 — 1975
Associate of Arts (A.A.), General Studies
Heritage Bank NW May 2014 - Present
Whidbey Island Bank August 2013 - May 2014
Seattle Bank August 2011 - August 2013
Bank of the Northwest February 2010 - August 2011
Issaquah Community Bank October 2006 - February 2010
Elliott Cove Capital Management August 2005 - September 2006
Cascade Bank June 2004 - April 2005
Issaquah Bank March 1993 - June 2004
WestOne Bank February 1989 - November 1991
Community Bank if Renton March 1983 - February 1989
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Commercial Mortgages, Credit Risk, Consumer Lending, Treasury Management, Lines Of Credit, Real Estate, Loan Origination, Retail Banking
Education
Seattle University 1986 — 1989
Master of Business Administration (M.B.A.), Accounting and Finance
LaVerne University 1975 — 1977
Bachelor of Arts (BA), Business/Managerial Economics
Allan Hancock College 1973 — 1975
Associate of Arts (A.A.), General Studies
Lauren Pool's Heritage Bank NW Experience November 1996 - Present
Job SVPCommercial Loan Officer at Heritage Bank
Industry Banking
Experience
Heritage Bank NW November 1996 - Present
Skills
Commercial Lending, Real Estate, Lines Of Credit, Customer Service, Team Building, SBA, Strategic Planning, Financial Analysis, Retail Banking, Small Business, Small Business Lending, Loans, Credit, Loan Origination, Commercial Banking, Banking
Education
PCBS 2004 — 2006
Orange Coast College
Heritage Bank NW November 1996 - Present
Skills
Commercial Lending, Real Estate, Lines Of Credit, Customer Service, Team Building, SBA, Strategic Planning, Financial Analysis, Retail Banking, Small Business, Small Business Lending, Loans, Credit, Loan Origination, Commercial Banking, Banking
Education
PCBS 2004 — 2006
Orange Coast College
Austin Patjens Austin Patjens's Heritage Bank NW Experience February 2015 - Present
Job Commercial Credit Analyst at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW February 2015 - Present
Columbia Bank December 2013 - February 2015
Seattle Bank January 2013 - December 2013
Columbia Bank July 2005 - December 2012
Skills
Financial Analysis, Banking, Loans, Customer Service, Credit, Commercial Lending, Finance, Portfolio Management, Risk Management, Credit Analysis, Microsoft Excel, Underwriting, Sales, SBA, Cash Flow Analysis, Accounting, Sports Analytics, Salary Cap Management, Research, Data Analysis, Microsoft Word, Coaching, Team Leadership, PowerPoint, Access, Financial Risk, Commercial Banking, Treasury Management, Cash Management, Small Business Lending, Consumer Lending, Cash Flow
Education
Pacific Lutheran University
BA, Business, Finance
Risk Management Association
Analyzing Financial Statements & Tax Returns Course
Washington Bankers Association
Commercial Lending Development Program
Wilson High School
High School
Heritage Bank NW February 2015 - Present
Columbia Bank December 2013 - February 2015
Seattle Bank January 2013 - December 2013
Columbia Bank July 2005 - December 2012
Skills
Financial Analysis, Banking, Loans, Customer Service, Credit, Commercial Lending, Finance, Portfolio Management, Risk Management, Credit Analysis, Microsoft Excel, Underwriting, Sales, SBA, Cash Flow Analysis, Accounting, Sports Analytics, Salary Cap Management, Research, Data Analysis, Microsoft Word, Coaching, Team Leadership, PowerPoint, Access, Financial Risk, Commercial Banking, Treasury Management, Cash Management, Small Business Lending, Consumer Lending, Cash Flow
Education
Pacific Lutheran University
BA, Business, Finance
Risk Management Association
Analyzing Financial Statements & Tax Returns Course
Washington Bankers Association
Commercial Lending Development Program
Wilson High School
High School
Mitchell Norton's Heritage Bank NW Experience March 2010 - September 2013
Job Chief Operating Officer at Sharp Property Management, Inc.
Industry Real Estate
Experience
Sharp Property Management September 2013 - Present
Heritage Bank NW March 2010 - September 2013
iQ Credit Union September 2007 - May 2009
Red Canoe Credit Union July 2006 - August 2007
Skills
Property Management, Real Estate, Residential Investment..., Rental Management, Rental Homes, Rental Real Estate, Loans, Credit, Loan Origination, Credit Analysis, Commercial Banking, Customer Service, Microsoft Excel, Cash Management, Microsoft Word, Teller Operations, Public Speaking, Community Outreach, Retail Banking, Sales, New Account Acquisition, Community Service, Business English, Presentations, Organization, Bookkeeping
Education
Rockwell Institute 2013 — 2014
Real Estate Broker's License, Real Estate
Lower Columbia College 2011 — 2014
Currently Enrolled, Business Administration and Management, General
Sharp Property Management September 2013 - Present
Heritage Bank NW March 2010 - September 2013
iQ Credit Union September 2007 - May 2009
Red Canoe Credit Union July 2006 - August 2007
Skills
Property Management, Real Estate, Residential Investment..., Rental Management, Rental Homes, Rental Real Estate, Loans, Credit, Loan Origination, Credit Analysis, Commercial Banking, Customer Service, Microsoft Excel, Cash Management, Microsoft Word, Teller Operations, Public Speaking, Community Outreach, Retail Banking, Sales, New Account Acquisition, Community Service, Business English, Presentations, Organization, Bookkeeping
Education
Rockwell Institute 2013 — 2014
Real Estate Broker's License, Real Estate
Lower Columbia College 2011 — 2014
Currently Enrolled, Business Administration and Management, General
Gayle Anderson Gayle Anderson's Heritage Bank NW Experience August 2014 - Present
Job Loan Documentation Specialist at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW August 2014 - Present
BECU November 2013 - August 2014
Greenlyt LLC 2011 - 2013
Whidbey Island Bank April 2010 - September 2012
Whidbey Island Bank/Citybank September 1995 - April 2010
Whidbey Island Bank/Citybank June 1991 - September 1995
Whidbey Island Bank / Citybank September 1985 - June 1991
Skills
Customer Service, Loan Servicing, Loan Docu, Accounting, Organization, High Energy Level, Consumer Lending, Commercial Lending, Financial Analysis, Multi Tasking, Dependable Team Player, Efficient
Education
Shockproof Training (Webcast )
Banking and Financial Support Services
Washington Bankers Association 2010 — 2011
Certificate of Completion, Banking and Financial Support Services
Rockwell Institute 2006 — 2011
Real Estate Broker, Continuing Education
American Institute of Banking
University of Washington 1987 — 1989
Bachelor's degree, Psychology
North Seattle Community College 1983 — 1986
Associate of Arts (A.A.), Accounting and Business/Management
Ingraham High School 1980 — 1983
Diploma
Heritage Bank NW August 2014 - Present
BECU November 2013 - August 2014
Greenlyt LLC 2011 - 2013
Whidbey Island Bank April 2010 - September 2012
Whidbey Island Bank/Citybank September 1995 - April 2010
Whidbey Island Bank/Citybank June 1991 - September 1995
Whidbey Island Bank / Citybank September 1985 - June 1991
Skills
Customer Service, Loan Servicing, Loan Docu, Accounting, Organization, High Energy Level, Consumer Lending, Commercial Lending, Financial Analysis, Multi Tasking, Dependable Team Player, Efficient
Education
Shockproof Training (Webcast )
Banking and Financial Support Services
Washington Bankers Association 2010 — 2011
Certificate of Completion, Banking and Financial Support Services
Rockwell Institute 2006 — 2011
Real Estate Broker, Continuing Education
American Institute of Banking
University of Washington 1987 — 1989
Bachelor's degree, Psychology
North Seattle Community College 1983 — 1986
Associate of Arts (A.A.), Accounting and Business/Management
Ingraham High School 1980 — 1983
Diploma
Heidi Sellers Heidi Sellers's Heritage Bank NW Experience September 2013 - March 2015
Job Veterinary Assistant
Industry Veterinary
Experience
Prime Pacific Bank April 2015 - Present
Lynnwood June 2012 - Present
Heritage Bank NW September 2013 - March 2015
Shoreline Bank January 2005 - October 2010
Shoreline Bank 2004 - 2010
Shoreline Bank January 2004 - December 2005
QFC June 1994 - January 2004
Quality Food Center June 1994 - January 2004
Skills
Accounts Payable, Account Reconciliation, Accounting, General Ledger, Journal Entries, Financial Statements, Training, Fraud, Customer Service, Cash Management, Banking, Financial Analysis, Credit, Lines Of Credit, 10 Key, Budgets, Outlook
Education
Pima Medical Institute-Seattle 2012 — 2013
Veterinary Assistant Certification, 3.5
Seattle Massage School
Shoreline Community College
Degree, Criminal Justice
Prime Pacific Bank April 2015 - Present
Lynnwood June 2012 - Present
Heritage Bank NW September 2013 - March 2015
Shoreline Bank January 2005 - October 2010
Shoreline Bank 2004 - 2010
Shoreline Bank January 2004 - December 2005
QFC June 1994 - January 2004
Quality Food Center June 1994 - January 2004
Skills
Accounts Payable, Account Reconciliation, Accounting, General Ledger, Journal Entries, Financial Statements, Training, Fraud, Customer Service, Cash Management, Banking, Financial Analysis, Credit, Lines Of Credit, 10 Key, Budgets, Outlook
Education
Pima Medical Institute-Seattle 2012 — 2013
Veterinary Assistant Certification, 3.5
Seattle Massage School
Shoreline Community College
Degree, Criminal Justice
Heather Lawler Heather Lawler's Heritage Bank NW Experience March 2010 - Present
Job Mortgage Loan Officer AVP at Heritage Bank
Industry Banking
Experience
Heritage Bank NW March 2010 - Present
Chase July 2001 - February 2010
Skills
Loans, Refinance, Real Estate, Mortgage Lending, FHA, Loan Origination, USDA, Mortgage Banking, Credit, Residential Mortgages
Education
Everett Community College 1992 — 1994
Arts & Science
Lakewood High School 1988 — 1992
Heritage Bank NW March 2010 - Present
Chase July 2001 - February 2010
Skills
Loans, Refinance, Real Estate, Mortgage Lending, FHA, Loan Origination, USDA, Mortgage Banking, Credit, Residential Mortgages
Education
Everett Community College 1992 — 1994
Arts & Science
Lakewood High School 1988 — 1992
Desiree Crothers Desiree Crothers's Heritage Bank NW Experience June 2014 - August 2015
Job A vision without action is just a hallucination
Industry Insurance
Experience
Regence BlueShield August 2015 - Present
Heritage Bank NW June 2014 - August 2015
KeyBank October 2012 - June 2014
America's Credit Union May 2011 - September 2012
Skills
Banking, Consumer Lending, Credit, Retail Banking, Commercial Banking, Branch Banking, Cross Selling, Deposits, Lines Of Credit, Cash Management, Loans, Credit Cards, Customer Service, Finance, Financial Analysis, Internet Banking, Refinance, Credit Analysis, Financial Services, Relationship Management, Payments
Education
Pierce College at Fort Steilacoom 2013 — 2016
Associate's degree, Human Resources Management and Services
Regence BlueShield August 2015 - Present
Heritage Bank NW June 2014 - August 2015
KeyBank October 2012 - June 2014
America's Credit Union May 2011 - September 2012
Skills
Banking, Consumer Lending, Credit, Retail Banking, Commercial Banking, Branch Banking, Cross Selling, Deposits, Lines Of Credit, Cash Management, Loans, Credit Cards, Customer Service, Finance, Financial Analysis, Internet Banking, Refinance, Credit Analysis, Financial Services, Relationship Management, Payments
Education
Pierce College at Fort Steilacoom 2013 — 2016
Associate's degree, Human Resources Management and Services
Matt Smeby Matt Smeby's Heritage Bank NW Experience August 2014 - Present
Job Commercial Banking Officer Heritage Bank
Industry Banking
Experience
Heritage Bank NW August 2014 - Present
Northshore Schools Foundation November 2011 - February 2015
Umpqua Bank May 2013 - August 2014
Banner Bank September 2010 - April 2013
Skills
Credit, Banking, Portfolio Management, Program Management, Strategic Planning, Analysis, Finance, Microsoft Excel, Loans, Commercial Lending, CRM, Credit Analysis, Commercial Banking, Management
Education
Franciscan University of Steubenville 2008 — 2010
MBA, Business
Carroll College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, Finance
Heritage Bank NW August 2014 - Present
Northshore Schools Foundation November 2011 - February 2015
Umpqua Bank May 2013 - August 2014
Banner Bank September 2010 - April 2013
Skills
Credit, Banking, Portfolio Management, Program Management, Strategic Planning, Analysis, Finance, Microsoft Excel, Loans, Commercial Lending, CRM, Credit Analysis, Commercial Banking, Management
Education
Franciscan University of Steubenville 2008 — 2010
MBA, Business
Carroll College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, Finance
Robert Wickstrom's Heritage Bank NW Experience September 1999 - Present
Job Vice President and Branch Relationship Manager with Heritage Bank for Stanwood and Camano Island
Industry Banking
Experience
Heritage Bank NW September 1999 - Present
Safe Harbor Free Clinic May 2011 - Present
NorWest Financial January 1995 - September 1999
Jacob Stewart Co. June 1992 - January 1995
Skills
Management, Retail Banking, Customer Service, Financial Analysis, Sales, Portfolio Management, Consumer Lending, Sales Management, Leadership, Team Leadership, Loans, Credit
Education
Washington Bankers Association 2015 — 2015
Retail Branch Management Program
Washington Bankers Association 2015 — 2015
Small Business Banker Development Program
University of Puget Sound 1991 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Walla Walla Community College 1989 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Heritage Bank NW September 1999 - Present
Safe Harbor Free Clinic May 2011 - Present
NorWest Financial January 1995 - September 1999
Jacob Stewart Co. June 1992 - January 1995
Skills
Management, Retail Banking, Customer Service, Financial Analysis, Sales, Portfolio Management, Consumer Lending, Sales Management, Leadership, Team Leadership, Loans, Credit
Education
Washington Bankers Association 2015 — 2015
Retail Branch Management Program
Washington Bankers Association 2015 — 2015
Small Business Banker Development Program
University of Puget Sound 1991 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Walla Walla Community College 1989 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Billy (Willard) Ellis Billy (Willard) Ellis's Heritage Bank NW Experience February 2015 - Present
Job Financial Services Associate at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW February 2015 - Present
Alaska USA June 2010 - February 2015
US Army August 2004 - August 2012
BURLINGTON COAT FACTORY WAREHOUSE September 2004 - June 2010
Skills
Microsoft Office, Management, Microsoft Word, Sales, Leadership, PowerPoint, Customer Service, Research, Training, Project Management
Education
University of Alaska Anchorage 2008 — 2010
Associate’s Degree, Criminal Justice and Corrections
Heritage Bank NW February 2015 - Present
Alaska USA June 2010 - February 2015
US Army August 2004 - August 2012
BURLINGTON COAT FACTORY WAREHOUSE September 2004 - June 2010
Skills
Microsoft Office, Management, Microsoft Word, Sales, Leadership, PowerPoint, Customer Service, Research, Training, Project Management
Education
University of Alaska Anchorage 2008 — 2010
Associate’s Degree, Criminal Justice and Corrections
Amy Stromme's Heritage Bank NW Experience September 2014 - Present
Job
Industry Banking
Experience
Heritage Bank NW September 2014 - Present
Education
University of Washington 2001 — 2003
Bachelors, Business Administration
Tacoma Community College 1999 — 2001
AA, Business Administration
Heritage Bank NW September 2014 - Present
Education
University of Washington 2001 — 2003
Bachelors, Business Administration
Tacoma Community College 1999 — 2001
AA, Business Administration
Henry Torres Henry Torres's Heritage Bank NW Experience August 2012 - July 2014
Job Real Estate Broker for Skyline Properties, Inc. in Puyallup, WA
Industry Real Estate
Experience
Skyline Properties Inc April 2014 - Present
Heritage Bank NW August 2012 - July 2014
CU Factory Built Lending September 2011 - August 2012
Columbia Bank November 2009 - April 2011
Skills
Real Estate, Real Estate Development, Buyer's Agent, Real Estate Transactions, Real Estate License, Real Estate Investor, real estate broker, Listing Homes, Residential Homes, Single Family Homes, First Time Home Buyers, Assisting First Time..., Move Up Buyers, Relocation Buyers, Short Sales, HUD Foreclosures, HUD, Mortgage Brokers, Commercial Banking, Loan Origination, Loan Servicing, Banking, Investment Banking, Commercial Real Estate, Real Estate Economics, Investment Properties, Sales, Loans
Education
University of Washington 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Green River Community College 2004 — 2006
Associate's degree, Business
Skyline Properties Inc April 2014 - Present
Heritage Bank NW August 2012 - July 2014
CU Factory Built Lending September 2011 - August 2012
Columbia Bank November 2009 - April 2011
Skills
Real Estate, Real Estate Development, Buyer's Agent, Real Estate Transactions, Real Estate License, Real Estate Investor, real estate broker, Listing Homes, Residential Homes, Single Family Homes, First Time Home Buyers, Assisting First Time..., Move Up Buyers, Relocation Buyers, Short Sales, HUD Foreclosures, HUD, Mortgage Brokers, Commercial Banking, Loan Origination, Loan Servicing, Banking, Investment Banking, Commercial Real Estate, Real Estate Economics, Investment Properties, Sales, Loans
Education
University of Washington 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Green River Community College 2004 — 2006
Associate's degree, Business
Stacey Herrington Stacey Herrington's Heritage Bank NW Experience July 1999 - September 2001
Job Contracts & Finance Program Manager at Washington State Department of Transportation
Industry Government Administration
Experience
Washington State Department of Transportation October 2001 - Present
Heritage Bank NW July 1999 - September 2001
Skills
Management, Program Management, Project Management, Analysis, Leadership, Government, Policy, Project Planning, Public Speaking, Policy Analysis, Management Accounting, Budget Management, Contract Management, Government Contracting, Financial Analysis, Financial Reporting, Data Analysis, Operations Management, Human Resources, Payroll
Education
The Evergreen State College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
South Puget Sound Community College 1999 — 2003
Associate of Technical Arts, Accounting
Washington State Department of Transportation October 2001 - Present
Heritage Bank NW July 1999 - September 2001
Skills
Management, Program Management, Project Management, Analysis, Leadership, Government, Policy, Project Planning, Public Speaking, Policy Analysis, Management Accounting, Budget Management, Contract Management, Government Contracting, Financial Analysis, Financial Reporting, Data Analysis, Operations Management, Human Resources, Payroll
Education
The Evergreen State College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
South Puget Sound Community College 1999 — 2003
Associate of Technical Arts, Accounting
Shannon Carson's Heritage Bank NW Experience January 2015 - Present
Job Human Resources Business Partner
Industry Financial Services
Experience
Heritage Bank NW January 2015 - Present
Heritage Bank NW October 2010 - December 2014
Heritage Bank NW July 2009 - September 2010
Heritage Bank NW August 2005 - July 2009
Skills
Banking, Human Resources, Customer Service, Customer Satisfaction, Employee Relations, Business Development, Microsoft Excel, Personnel Management, PowerPoint, Microsoft Office, Microsoft Word, Retail Banking, Sales, Leadership, Performance Management, Recruiting
Education
Washington State University 2007 — 2010
Bachelor of Arts (B.A.), Business Administration, Management and Operations, Summa Cum Laude
Grays Harbor College 2000 — 2003
Associate of Arts (A.A.)
Heritage Bank NW January 2015 - Present
Heritage Bank NW October 2010 - December 2014
Heritage Bank NW July 2009 - September 2010
Heritage Bank NW August 2005 - July 2009
Skills
Banking, Human Resources, Customer Service, Customer Satisfaction, Employee Relations, Business Development, Microsoft Excel, Personnel Management, PowerPoint, Microsoft Office, Microsoft Word, Retail Banking, Sales, Leadership, Performance Management, Recruiting
Education
Washington State University 2007 — 2010
Bachelor of Arts (B.A.), Business Administration, Management and Operations, Summa Cum Laude
Grays Harbor College 2000 — 2003
Associate of Arts (A.A.)
Christy Yun Christy Yun's Heritage Bank NW Experience May 2006 - September 2006
Job General Manager at Best Western
Industry Hospitality
Experience
Best Western Superstition Springs December 2014 - Present
Christy Yun Golf December 2014 - Present
PGA Teaching Pro, Chris Como September 2013 - October 2014
Chris Como Golf Academy August 2013 - October 2014
Lakes at Castle Hills CC October 2013 - January 2014
'Self-Employed' May 2012 - January 2014
Best Western May 2009 - June 2012
BCBG MaxAzria May 2007 - April 2009
Heritage Bank NW May 2006 - September 2006
Skills
Event Planning, Event Management, Customer Service, Marketing, Microsoft Office, Public Relations, Social Media, Hospitality, Social Networking, Tourism, Customer Satisfaction, Public Speaking, Sales, Training, Marketing Strategy, Social Media Marketing, Strategic Planning, Microsoft Excel, Leadership
Education
Columbia University in the City of New York 2005 — 2009
East Asian Language and Culture, Econ & Sociology
Best Western Superstition Springs December 2014 - Present
Christy Yun Golf December 2014 - Present
PGA Teaching Pro, Chris Como September 2013 - October 2014
Chris Como Golf Academy August 2013 - October 2014
Lakes at Castle Hills CC October 2013 - January 2014
'Self-Employed' May 2012 - January 2014
Best Western May 2009 - June 2012
BCBG MaxAzria May 2007 - April 2009
Heritage Bank NW May 2006 - September 2006
Skills
Event Planning, Event Management, Customer Service, Marketing, Microsoft Office, Public Relations, Social Media, Hospitality, Social Networking, Tourism, Customer Satisfaction, Public Speaking, Sales, Training, Marketing Strategy, Social Media Marketing, Strategic Planning, Microsoft Excel, Leadership
Education
Columbia University in the City of New York 2005 — 2009
East Asian Language and Culture, Econ & Sociology
Michelle Schroeder Michelle Schroeder's Heritage Bank NW Experience February 2013 - Present
Job AVP Relationship Manager at Heritage Bank
Industry Financial Services
Experience
Heritage Bank NW February 2013 - Present
Opus Bank January 2007 - February 2013
Bank of America January 2006 - January 2007
Bank of America January 2005 - January 2006
Seafirst Bank January 2003 - January 2005
Seafirst Bank January 1995 - January 2003
Woodinville Branch January 1990 - January 1994
Campbell Investment Co/Rio Petrol Inc January 1989 - January 1990
Seafirst BankCapital Markets/Funds Management January 1984 - January 1988
Seafirst Bank January 1980 - January 1983
Skills
Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Risk Management, PowerPoint, Business Analysis, Change Management, SQL, Accounting, Sales Management, Retail Banking, Operations Management, Performance Management, Loans, Consumer Lending, Mortgage Lending, Sales, Banking, Credit, Customer Service, Commercial Banking, Credit Analysis, Small Business Lending, Finance, Commercial Lending, Portfolio Management, Loan Origination, Leadership, Retail Banking...
Education
Bothell Senior High 1978 — 1980
Graduate
Shoreline Community College
Heritage Bank NW February 2013 - Present
Opus Bank January 2007 - February 2013
Bank of America January 2006 - January 2007
Bank of America January 2005 - January 2006
Seafirst Bank January 2003 - January 2005
Seafirst Bank January 1995 - January 2003
Woodinville Branch January 1990 - January 1994
Campbell Investment Co/Rio Petrol Inc January 1989 - January 1990
Seafirst BankCapital Markets/Funds Management January 1984 - January 1988
Seafirst Bank January 1980 - January 1983
Skills
Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Risk Management, PowerPoint, Business Analysis, Change Management, SQL, Accounting, Sales Management, Retail Banking, Operations Management, Performance Management, Loans, Consumer Lending, Mortgage Lending, Sales, Banking, Credit, Customer Service, Commercial Banking, Credit Analysis, Small Business Lending, Finance, Commercial Lending, Portfolio Management, Loan Origination, Leadership, Retail Banking...
Education
Bothell Senior High 1978 — 1980
Graduate
Shoreline Community College
Donna Moir's Heritage Bank NW Experience January 2007 - Present
Job Commercial Lender at Heritage Bank
Industry Financial Services
Experience
Heritage Bank NW January 2007 - Present
Northwest Farm Credit Services 1979 - 2006
Skills
Real Estate, Agriculture, Risk Management, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit, Banking, Loan Origination, Credit Risk, USDA, Commercial Real Estate, Consumer Lending, Portfolio Management, SBA, Community Banking, Financial Analysis, Real Estate Lending
Education
Colorado State University 1973 — 1977
BS, Agricultual Education
Broadwater County High School 1968 — 1972
Heritage Bank NW January 2007 - Present
Northwest Farm Credit Services 1979 - 2006
Skills
Real Estate, Agriculture, Risk Management, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Small Business Lending, Credit, Banking, Loan Origination, Credit Risk, USDA, Commercial Real Estate, Consumer Lending, Portfolio Management, SBA, Community Banking, Financial Analysis, Real Estate Lending
Education
Colorado State University 1973 — 1977
BS, Agricultual Education
Broadwater County High School 1968 — 1972
Sherri Falkner Sherri Falkner's Heritage Bank NW Experience September 2011 - Present
Job Regional Services Officer @ Heritage Bank
Industry Financial Services
Experience
Heritage Bank NW September 2011 - Present
First Independent Bank February 2003 - February 2011
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Strategic Planning, PowerPoint, Banking, Investments, Microsoft Word, Budgets, Retail Banking, Outlook, Fundraising, Event Planning, Leadership
Education
Blue Mountain Community College 1984 — 1986
Associates Degree, Administrative Assistant and Secretarial Science, General
Pendleton High School 1981 — 1984
Heritage Bank NW September 2011 - Present
First Independent Bank February 2003 - February 2011
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Strategic Planning, PowerPoint, Banking, Investments, Microsoft Word, Budgets, Retail Banking, Outlook, Fundraising, Event Planning, Leadership
Education
Blue Mountain Community College 1984 — 1986
Associates Degree, Administrative Assistant and Secretarial Science, General
Pendleton High School 1981 — 1984
Amy Hobson Amy Hobson's Heritage Bank NW Experience August 2011 - Present
Job VP, Branch Relationship Manager
Industry Financial Services
Experience
Heritage Bank NW August 2011 - Present
JPMorgan Chase September 2008 - August 2011
Washington Mutual October 1995 - September 2008
Washington Mutual Bank 1999 - 2002
Skills
Commercial Banking, Retail Banking, Loans, Banking, Credit, Sales Management, Management, Customer Service, Branch Banking, Branch Management, Commercial Lending, Loan Origination, Relationship Management, Consumer Lending, Small Business Lending, Finance, Mortgage Lending, Credit Analysis, Cross Selling, Risk Management, Leadership
Education
University of Nevada-Las Vegas - College of Business 2003 — 2006
BS - Accounting, Accounting and Business/Management
Bellevue Community College 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Heritage Bank NW August 2011 - Present
JPMorgan Chase September 2008 - August 2011
Washington Mutual October 1995 - September 2008
Washington Mutual Bank 1999 - 2002
Skills
Commercial Banking, Retail Banking, Loans, Banking, Credit, Sales Management, Management, Customer Service, Branch Banking, Branch Management, Commercial Lending, Loan Origination, Relationship Management, Consumer Lending, Small Business Lending, Finance, Mortgage Lending, Credit Analysis, Cross Selling, Risk Management, Leadership
Education
University of Nevada-Las Vegas - College of Business 2003 — 2006
BS - Accounting, Accounting and Business/Management
Bellevue Community College 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Amanda Nino Amanda Nino's Heritage Bank NW Experience May 2015 - Present
Job Vice President and Project Manager at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW May 2015 - Present
Heritage Financial Corporation July 2008 - May 2015
Pacific Audit and Compliance Services January 2008 - July 2008
Rainier Pacific Bank 1998 - January 2008
Skills
Compliance, Banking, Financial Reporting, Word, Microsoft Office, Internal Audit, Process Improvement, SOX, Internal Controls, Audit, Accounts Payable, Auditing, Cash Management, Commercial Banking, Credit, Finance, Financial Analysis, Financial Services, Loans, Management, Mergers, Microsoft Word, Mortgage Lending, Risk Management, Sarbanes-Oxley Act, Underwriting
Education
Pierce College at Puyallup 2012 — 2014
Associate of Arts (AA), Accounting and Business/Management
Green River Community College 1993 — 1993
Business
Heritage Bank NW May 2015 - Present
Heritage Financial Corporation July 2008 - May 2015
Pacific Audit and Compliance Services January 2008 - July 2008
Rainier Pacific Bank 1998 - January 2008
Skills
Compliance, Banking, Financial Reporting, Word, Microsoft Office, Internal Audit, Process Improvement, SOX, Internal Controls, Audit, Accounts Payable, Auditing, Cash Management, Commercial Banking, Credit, Finance, Financial Analysis, Financial Services, Loans, Management, Mergers, Microsoft Word, Mortgage Lending, Risk Management, Sarbanes-Oxley Act, Underwriting
Education
Pierce College at Puyallup 2012 — 2014
Associate of Arts (AA), Accounting and Business/Management
Green River Community College 1993 — 1993
Business
Brandi Tollefsrud Brandi Tollefsrud's Heritage Bank NW Experience March 2014 - Present
Job VP SEC Reporting Manager at Heritage Bank NW
Industry Accounting
Experience
Heritage Bank NW March 2014 - Present
Heritage Financial Corporation August 2010 - Present
KPMG, LLP September 2003 - August 2010
Education
Montana State University-Bozeman 1998 — 2003
Master in Accountancy / Bachelor of Arts in Business Administration, Accounting
Heritage Bank NW March 2014 - Present
Heritage Financial Corporation August 2010 - Present
KPMG, LLP September 2003 - August 2010
Education
Montana State University-Bozeman 1998 — 2003
Master in Accountancy / Bachelor of Arts in Business Administration, Accounting
Lu Larson Lu Larson's Heritage Bank NW Experience November 2000 - March 2007
Job Marketing | Project Management | Community Advocate
Industry Marketing and Advertising
Experience
Prominence Health June 2015 - Present
Woodstone Credit Union June 2008 - Present
KOMPAN A/S March 2007 - April 2008
Heritage Bank NW November 2000 - March 2007
Jack in the Box January 2000 - November 2000
BECU June 1995 - January 2000
Skills
Marketing, Management, Leadership, Project Management, Graphic Design, Copywriting, Email Marketing, Social Media Marketing, Corporate Branding, Social Media, Marketing Communications, Budgets, Training, Event Planning, Brand Awareness, Customer Service, Campaigns, InDesign, Direct Marketing, Corporate Communications, Adobe Creative Suite, Photoshop, Illustrator, Direct Mail Campaigns, Banking, Brand Management, Newsletters, Editing, Event Management, Vendor Management, Website Development, Web Analytics, Web Content, Marketing Strategy, Creative Direction, Creative Services, Budget Monitoring, Strategic Planning, Project Planning, Creative Strategy, Digital Marketing, Market Research, Public Speaking, Cross-functional Team..., Team Building, Community Outreach, Nonprofits, Fundraising, Non-profit Leadership, Christian Ministry
Education
University of Washington 1998 — 2000
Bachelor of Arts (BA), Speech Communication and Rhetoric, 3.9
South Seattle Community College 1996 — 1998
Associate of Arts (A.A.), General Studies, 3.9
Advancing Leadership 2013 — 2014
Prominence Health June 2015 - Present
Woodstone Credit Union June 2008 - Present
KOMPAN A/S March 2007 - April 2008
Heritage Bank NW November 2000 - March 2007
Jack in the Box January 2000 - November 2000
BECU June 1995 - January 2000
Skills
Marketing, Management, Leadership, Project Management, Graphic Design, Copywriting, Email Marketing, Social Media Marketing, Corporate Branding, Social Media, Marketing Communications, Budgets, Training, Event Planning, Brand Awareness, Customer Service, Campaigns, InDesign, Direct Marketing, Corporate Communications, Adobe Creative Suite, Photoshop, Illustrator, Direct Mail Campaigns, Banking, Brand Management, Newsletters, Editing, Event Management, Vendor Management, Website Development, Web Analytics, Web Content, Marketing Strategy, Creative Direction, Creative Services, Budget Monitoring, Strategic Planning, Project Planning, Creative Strategy, Digital Marketing, Market Research, Public Speaking, Cross-functional Team..., Team Building, Community Outreach, Nonprofits, Fundraising, Non-profit Leadership, Christian Ministry
Education
University of Washington 1998 — 2000
Bachelor of Arts (BA), Speech Communication and Rhetoric, 3.9
South Seattle Community College 1996 — 1998
Associate of Arts (A.A.), General Studies, 3.9
Advancing Leadership 2013 — 2014
Brett Bryant Brett Bryant's Heritage Bank NW Experience July 2011 - Present
Job Market Executive at Heritage Bank
Industry Banking
Experience
Heritage Bank NW July 2011 - Present
First Independent Bank February 2003 - July 2011
Wells Fargo June 2002 - January 2003
Bank of America June 1986 - June 2002
American Express January 1983 - May 1986
Aerojet January 1981 - January 1983
Skills
Commercial Banking, Wealth Management, Retail Banking, Retail, Financial Reporting
Education
Pacific Coast Banking School, University of Washington
Graduate Certificate Banking (With Honors)
Oregon Institute of Technology
Bachelor of Science, Business Management
National Graduate Trust School, Northwestern University
Graduate Certificate (with Honors), Wealth Management
Heritage Bank NW July 2011 - Present
First Independent Bank February 2003 - July 2011
Wells Fargo June 2002 - January 2003
Bank of America June 1986 - June 2002
American Express January 1983 - May 1986
Aerojet January 1981 - January 1983
Skills
Commercial Banking, Wealth Management, Retail Banking, Retail, Financial Reporting
Education
Pacific Coast Banking School, University of Washington
Graduate Certificate Banking (With Honors)
Oregon Institute of Technology
Bachelor of Science, Business Management
National Graduate Trust School, Northwestern University
Graduate Certificate (with Honors), Wealth Management
Sean Eckton's Heritage Bank NW Experience May 2014 - Present
Job VP / Information Technology Engineering Manager at Heritage Bank
Industry Banking
Experience
Heritage Bank NW May 2014 - Present
Whidbey Island Bank May 2013 - May 2014
Whidbey Island Bank November 2010 - April 2013
Washington Federal Savings January 2010 - November 2010
Horizon Bank May 2003 - January 2010
Brigham Young University Office of IT September 2002 - May 2003
Brigham Young University Office of IT January 2002 - September 2002
Brigham Young University Student Life Computer Support April 1995 - January 2002
Brigham Young University, University Computing Services January 1993 - April 1995
Skills
VMware, SQL, Active Directory, Linux, Troubleshooting, Windows, System Administration, Microsoft Exchange, Network Security, Servers, Network Administration, Perl, Security, Operating Systems, HTML, Cisco VoIP, Cisco Technologies, Databases, Network Monitoring Tools, Telecommunications..., Telecommunications...
Education
Brigham Young University 1987 — 1999
BS
Heritage Bank NW May 2014 - Present
Whidbey Island Bank May 2013 - May 2014
Whidbey Island Bank November 2010 - April 2013
Washington Federal Savings January 2010 - November 2010
Horizon Bank May 2003 - January 2010
Brigham Young University Office of IT September 2002 - May 2003
Brigham Young University Office of IT January 2002 - September 2002
Brigham Young University Student Life Computer Support April 1995 - January 2002
Brigham Young University, University Computing Services January 1993 - April 1995
Skills
VMware, SQL, Active Directory, Linux, Troubleshooting, Windows, System Administration, Microsoft Exchange, Network Security, Servers, Network Administration, Perl, Security, Operating Systems, HTML, Cisco VoIP, Cisco Technologies, Databases, Network Monitoring Tools, Telecommunications..., Telecommunications...
Education
Brigham Young University 1987 — 1999
BS
Aaron Zimmerman's Heritage Bank NW Experience May 2015 - Present
Job Vice President Commercial Lending Officer at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW May 2015 - Present
Bank of America June 2012 - May 2015
Umpqua Bank - Tacoma April 2011 - June 2012
Bank of the West December 2005 - April 2011
Offense-Defense Football Camps 2007 - 2010
KeyBank June 2004 - December 2005
Bank of America February 2001 - June 2003
US Army March 1994 - May 1996
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Retail Banking, Mortgage Lending, Lines Of Credit, SBA, Treasury Management
Education
Central Washington University 1996 — 1999
Admin Management, Business Administration and Management, General
Kamiakin 1988 — 1991
Heritage Bank NW May 2015 - Present
Bank of America June 2012 - May 2015
Umpqua Bank - Tacoma April 2011 - June 2012
Bank of the West December 2005 - April 2011
Offense-Defense Football Camps 2007 - 2010
KeyBank June 2004 - December 2005
Bank of America February 2001 - June 2003
US Army March 1994 - May 1996
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Retail Banking, Mortgage Lending, Lines Of Credit, SBA, Treasury Management
Education
Central Washington University 1996 — 1999
Admin Management, Business Administration and Management, General
Kamiakin 1988 — 1991
Jeffrey J. Deuel's Heritage Bank NW Experience September 2012 - Present
Job President & Chief Operating Officer at Heritage Bank
Industry Financial Services
Experience
Heritage Bank NW September 2012 - Present
Heritage Bank December 2010 - September 2012
Heritage Bank February 2010 - December 2010
Cascadia Advisors, LLC August 2009 - February 2010
JPMChase formerly WaMu March 2005 - August 2009
WaMu 2003 - 2005
WaMu 2002 - 2003
WaMu 2001 - 2002
Skills
Team Building, Strategy, Strategic Planning, Project Management, Process Improvement, Portfolio Management, Mergers, Management, Loans, Leadership, Commercial Banking, CRM, Banking, Analysis
Education
Gettysburg College 1976 — 1980
Bachelor Degree
Heritage Bank NW September 2012 - Present
Heritage Bank December 2010 - September 2012
Heritage Bank February 2010 - December 2010
Cascadia Advisors, LLC August 2009 - February 2010
JPMChase formerly WaMu March 2005 - August 2009
WaMu 2003 - 2005
WaMu 2002 - 2003
WaMu 2001 - 2002
Skills
Team Building, Strategy, Strategic Planning, Project Management, Process Improvement, Portfolio Management, Mergers, Management, Loans, Leadership, Commercial Banking, CRM, Banking, Analysis
Education
Gettysburg College 1976 — 1980
Bachelor Degree
Amanda J's Heritage Bank NW Experience June 2010 - September 2011
Job Energy Assistance Counselor at MultiService Center
Industry Civic & Social Organization
Experience
Multi-Service Center September 2014 - Present
Planled April 2012 - October 2014
Heritage Bank NW June 2010 - September 2011
Skills
Project Management, Microsoft Office, Process Improvement, Microsoft Excel, Project Coordination, Research, Process Scheduler, Volunteer Management, PowerPoint, Community Outreach
Education
Highline Community College 2008 — 2009
Certificate, Paralegal, 3.91
숙명여자대학교 / Sookmyung Women's University 1993 — 1998
Bachelor's degree, Public Administration
Multi-Service Center September 2014 - Present
Planled April 2012 - October 2014
Heritage Bank NW June 2010 - September 2011
Skills
Project Management, Microsoft Office, Process Improvement, Microsoft Excel, Project Coordination, Research, Process Scheduler, Volunteer Management, PowerPoint, Community Outreach
Education
Highline Community College 2008 — 2009
Certificate, Paralegal, 3.91
숙명여자대학교 / Sookmyung Women's University 1993 — 1998
Bachelor's degree, Public Administration
Jeane Daley's Heritage Bank NW Experience January 2015 - Present
Job VP, Training and Development Manager at Heritage Bank NW
Industry Human Resources
Experience
Heritage Bank NW January 2015 - Present
Washington Bankers Association February 2013 - Present
ATD Puget Sound Chapter January 2015 - June 2015
Umpqua Bank October 2007 - January 2015
ASTD Puget Sound Chapter January 2014 - December 2014
ASTD Puget Sound Chapter December 2010 - December 2013
Sterling Savings Bank October 2000 - October 2007
Pierce County January 2005 - January 2007
Sterling Savings Bank June 1993 - October 2000
Kiwanis Club of Federal Way Board January 1994 - January 2000
Skills
Performance Management, Sales Management, Retail, Performance Improvement, Leadership Development, Change Management, Team Building, Instructional Design, Coaching, Staff Development, Training, Training Delivery, Instructor-led Training, Sales, Management, Program Management, Management Consulting, Succession Planning, Employee Training, Banking, Team Management, Organizational..., Leadership, Customer Service, Human Resources, Organizational..., Executive Coaching, Onboarding, Employee Relations, Talent Management, Employee Engagement, Building Strong..., Non-profit Volunteer, Community Engagement, Community Outreach, Community Service, Workshop Facilitation, Operations Management, Budgets, Project Management
Education
ASTD Training Certificate Program 2013 — 2013
Trainer Certification
California Coast University
in concurrent Bachelor's and Master's Degree
University of San Francisco
Sociology
Watsonville High School
High School
Heritage Bank NW January 2015 - Present
Washington Bankers Association February 2013 - Present
ATD Puget Sound Chapter January 2015 - June 2015
Umpqua Bank October 2007 - January 2015
ASTD Puget Sound Chapter January 2014 - December 2014
ASTD Puget Sound Chapter December 2010 - December 2013
Sterling Savings Bank October 2000 - October 2007
Pierce County January 2005 - January 2007
Sterling Savings Bank June 1993 - October 2000
Kiwanis Club of Federal Way Board January 1994 - January 2000
Skills
Performance Management, Sales Management, Retail, Performance Improvement, Leadership Development, Change Management, Team Building, Instructional Design, Coaching, Staff Development, Training, Training Delivery, Instructor-led Training, Sales, Management, Program Management, Management Consulting, Succession Planning, Employee Training, Banking, Team Management, Organizational..., Leadership, Customer Service, Human Resources, Organizational..., Executive Coaching, Onboarding, Employee Relations, Talent Management, Employee Engagement, Building Strong..., Non-profit Volunteer, Community Engagement, Community Outreach, Community Service, Workshop Facilitation, Operations Management, Budgets, Project Management
Education
ASTD Training Certificate Program 2013 — 2013
Trainer Certification
California Coast University
in concurrent Bachelor's and Master's Degree
University of San Francisco
Sociology
Watsonville High School
High School
Carmen Malsbury's Heritage Bank NW Experience May 2014 - Present
Job Commercial Lender at Heritage Bank
Industry Banking
Experience
Heritage Bank NW May 2014 - Present
Whidbey Island Bank October 2013 - Present
Seattle Bank November 2011 - October 2013
Bank of the Northwest December 2006 - November 2011
Issaquah Community Bank December 2006 - November 2011
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Portfolio Management, Underwriting, Commercial Mortgages, Construction Loans, Risk Management, Financial Analysis
Education
Montana State University-Bozeman
Elementary Education and Teaching
Custer County High School
Heritage Bank NW May 2014 - Present
Whidbey Island Bank October 2013 - Present
Seattle Bank November 2011 - October 2013
Bank of the Northwest December 2006 - November 2011
Issaquah Community Bank December 2006 - November 2011
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Portfolio Management, Underwriting, Commercial Mortgages, Construction Loans, Risk Management, Financial Analysis
Education
Montana State University-Bozeman
Elementary Education and Teaching
Custer County High School
Jennifer Warburton's Heritage Bank NW Experience 2014 - Present
Job CTP, AAP, SVP and Manager Cash Management at Heritage Bank
Industry Banking
Experience
Heritage Bank NW 2014 - Present
Union Bank 2008 - 2014
Washington Mutual 2000 - 2008
SAFECO Insurance 1990 - 2000
Skills
Commercial Banking, Relationship Management, Treasury Management, Banking, Cash Management, Financial Services, Financial Analysis, Portfolio Management, Finance, Risk Management, Credit Cards, Financial Risk, Management
Education
Pacific Coast Banking School 2011 — 2013
Banking, Honor Roll, Published Library Paper
Mount Holyoke College
B.A., Cum laude
Heritage Bank NW 2014 - Present
Union Bank 2008 - 2014
Washington Mutual 2000 - 2008
SAFECO Insurance 1990 - 2000
Skills
Commercial Banking, Relationship Management, Treasury Management, Banking, Cash Management, Financial Services, Financial Analysis, Portfolio Management, Finance, Risk Management, Credit Cards, Financial Risk, Management
Education
Pacific Coast Banking School 2011 — 2013
Banking, Honor Roll, Published Library Paper
Mount Holyoke College
B.A., Cum laude
Nancy McHugh's Heritage Bank NW Experience 2012 - Present
Job Portfolio Risk Analyst
Industry Banking
Experience
Heritage Bank NW 2012 - Present
Heritage Bank 2012 - 2013
Key Bank January 2008 - 2012
Bank of America January 2003 - June 2008
Bank of America January 1999 - January 2003
Security Pacific Bank January 1991 - January 1992
Seattle First National Bank SW Commercial Lending January 1989 - January 1991
Seattle First National Bank Asset Based Lending January 1985 - January 1989
Education
Central Washington University
BS, Accounting
Heritage Bank NW 2012 - Present
Heritage Bank 2012 - 2013
Key Bank January 2008 - 2012
Bank of America January 2003 - June 2008
Bank of America January 1999 - January 2003
Security Pacific Bank January 1991 - January 1992
Seattle First National Bank SW Commercial Lending January 1989 - January 1991
Seattle First National Bank Asset Based Lending January 1985 - January 1989
Education
Central Washington University
BS, Accounting
Lacey Potter's Heritage Bank NW Experience December 2014 - Present
Job VP,Customer Service Center Manager at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW December 2014 - Present
Whidbey Island Bank August 2012 - December 2014
Whidbey Island Bank August 2010 - August 2012
Freelance Photographer August 2007 - July 2010
Whidbey Island Bank January 2005 - July 2007
Skills
Microsoft Office, Team Leadership, Project Management, Banking, Business Analysis, Analysis, Management, Financial Analysis, Customer Service, Organizational..., Communication, Windows, Troubleshooting, Accounting, Vendor Relationships, Critical Thinking, Employee Training, Retail Banking, Process Improvement, Commercial Banking, Credit Analysis, Mortgage Lending, Credit, Loans, Portfolio Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration and Management (M.B.A.), Business Administration and Management Operations
University of Phoenix 2004 — 2007
Bachelor's degree, Accounting and Finance
Monroe Community College 2000 — 2003
Associate of Science (A.S.), Accounting and Business/Management
Heritage Bank NW December 2014 - Present
Whidbey Island Bank August 2012 - December 2014
Whidbey Island Bank August 2010 - August 2012
Freelance Photographer August 2007 - July 2010
Whidbey Island Bank January 2005 - July 2007
Skills
Microsoft Office, Team Leadership, Project Management, Banking, Business Analysis, Analysis, Management, Financial Analysis, Customer Service, Organizational..., Communication, Windows, Troubleshooting, Accounting, Vendor Relationships, Critical Thinking, Employee Training, Retail Banking, Process Improvement, Commercial Banking, Credit Analysis, Mortgage Lending, Credit, Loans, Portfolio Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration and Management (M.B.A.), Business Administration and Management Operations
University of Phoenix 2004 — 2007
Bachelor's degree, Accounting and Finance
Monroe Community College 2000 — 2003
Associate of Science (A.S.), Accounting and Business/Management
Karen passmore's Heritage Bank NW Experience May 2014 - Present
Job Deposit Operations at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW May 2014 - Present
Whidbey Island Bank August 2013 - Present
Whidbey Island Bank September 2012 - Present
Border Logistics May 2012 - July 2012
BancFirst December 2010 - April 2012
1st Bank Oklahoma September 2009 - December 2010
1st Bank Oklahoma March 2006 - September 2009
Skills
Banking, Customer Service, Microsoft Excel, Retail Banking, Branch Banking, Outlook, Microsoft Word, Microsoft Office, Ten Key, Accounting, PowerPoint, Sales, Management, Financial Transactions, QuickBooks, Team Building, Teamwork, Retail, Scanners, Auditing, Leadership, Training
Education
Rassmussen College 2004 — 2006
Medical Coding
Edmonds Community College 1989 — 1990
Travel/Tourism
Oak Harbor High School 1987 — 1989
Diploma
Heritage Bank NW May 2014 - Present
Whidbey Island Bank August 2013 - Present
Whidbey Island Bank September 2012 - Present
Border Logistics May 2012 - July 2012
BancFirst December 2010 - April 2012
1st Bank Oklahoma September 2009 - December 2010
1st Bank Oklahoma March 2006 - September 2009
Skills
Banking, Customer Service, Microsoft Excel, Retail Banking, Branch Banking, Outlook, Microsoft Word, Microsoft Office, Ten Key, Accounting, PowerPoint, Sales, Management, Financial Transactions, QuickBooks, Team Building, Teamwork, Retail, Scanners, Auditing, Leadership, Training
Education
Rassmussen College 2004 — 2006
Medical Coding
Edmonds Community College 1989 — 1990
Travel/Tourism
Oak Harbor High School 1987 — 1989
Diploma
Lisa Furman's Heritage Bank NW Experience Compliance/Risk OfficerHeritage Bank2010 - Present
Job Senior Risk Officer at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW Compliance/Risk OfficerHeritage Bank2010 - Present
Skills
Credit Risk
Education
The University of Montana - School of Business Administration 1988 — 1989
Bachelor's Degree, Business Administration and Management, General
Heritage Bank NW Compliance/Risk OfficerHeritage Bank2010 - Present
Skills
Credit Risk
Education
The University of Montana - School of Business Administration 1988 — 1989
Bachelor's Degree, Business Administration and Management, General
Lisa Duett's Heritage Bank NW Experience August 2012 - Present
Job Regional Senior LPA Lead at Heritage Bank NW
Industry Banking
Experience
Heritage Bank NW August 2012 - Present
Banner Bank May 2004 - August 2012
Pacific Northwest Bank May 1998 - May 2004
US Bank of WA March 1981 - August 1998
Skills
Microsoft Office, Leadership, Relationship Management, Strategic Planning, Commercial Banking, Operations Asisstant, Credit Analysis, Credit Administration..., Commercial Loan..., Retail Sales, Retail Banking, Customer Service, Small Business Lending, Commercial Lending, Consumer Lending, Loan Origination, Lines Of Credit, Loans, Cash Management
Education
Star12' National Seminars Trainning 2004 — 2014
Various Banking, Business, Communication & Writing Courses/Webinars
AIB - American Institution of Banking 1986 — 1998
General Banking, Commercial Banking, Accounting, Business General
Shoreline Community College 1986 — 1988
2 years of College, Business Courses & Commercial Banking, General studies
Lynnwood High School 1978 — 1980
High School, Business Courses
Heritage Bank NW August 2012 - Present
Banner Bank May 2004 - August 2012
Pacific Northwest Bank May 1998 - May 2004
US Bank of WA March 1981 - August 1998
Skills
Microsoft Office, Leadership, Relationship Management, Strategic Planning, Commercial Banking, Operations Asisstant, Credit Analysis, Credit Administration..., Commercial Loan..., Retail Sales, Retail Banking, Customer Service, Small Business Lending, Commercial Lending, Consumer Lending, Loan Origination, Lines Of Credit, Loans, Cash Management
Education
Star12' National Seminars Trainning 2004 — 2014
Various Banking, Business, Communication & Writing Courses/Webinars
AIB - American Institution of Banking 1986 — 1998
General Banking, Commercial Banking, Accounting, Business General
Shoreline Community College 1986 — 1988
2 years of College, Business Courses & Commercial Banking, General studies
Lynnwood High School 1978 — 1980
High School, Business Courses
Betty McKay's Heritage Bank NW Experience September 2014 - March 2015
Job Administrative Office Manager
Industry Retail
Experience
Heritage Bank NW September 2014 - March 2015
Walgreens February 2014 - September 2014
Arrow Lumber and Hardware, LLC June 1997 - January 2011
Skills
Customer Service, Data Entry, Microsoft Office, Microsoft Word, Time Management, Outlook, Inventory Management, PowerPoint, Sales, Customer Satisfaction
Education
Pacific Lutheran University
Tacoma Community College
Associate of Arts and Sciences (A.A.S.), Mathematics and English, 39.2 GPA
Heritage Bank NW September 2014 - March 2015
Walgreens February 2014 - September 2014
Arrow Lumber and Hardware, LLC June 1997 - January 2011
Skills
Customer Service, Data Entry, Microsoft Office, Microsoft Word, Time Management, Outlook, Inventory Management, PowerPoint, Sales, Customer Satisfaction
Education
Pacific Lutheran University
Tacoma Community College
Associate of Arts and Sciences (A.A.S.), Mathematics and English, 39.2 GPA