Lincoln Savings Bank
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Lincoln Savings Bank Employees
Lincoln Savings Bank Communications SpecialistWaterloo Community SchoolsAugust 2005 - Present
Waterloo Schools August 2005 - Present
Skills
Social Media Outreach, Graphic Design, Public Relations, Video Editing, Press Releases, Customer Service, Copy Editing, Event Planning, special event planning, Newsletters, WordPress, Editing, Blogging, Event Management, Employee Training, Digital Photography, script writing
Education
Iowa State University 1996 — 1999
Bachelor of Science, Mass Communications and Public Relations
Iowa Western Community College 1995 — 1996
General Studies
Archdiocese of New York September 2002 - Present
Dime Savings Bank 1995 - 2002
Lincoln Savings Bank 1987 - 1995
Skills
Nonprofits, Access, Process Improvement, Project Management, Leadership, Strategic Planning, System Administration, Budgets, Program Management, Microsoft Office, Public Speaking, Financial Reporting
Education
Fordham University - Graduate School of Business Administration
Bachelor of Science (BS), Finance, General
Lincoln Savings Bank May 2015 - Present
Lincoln Savings Bank February 2014 - Present
Wells Fargo Home Mortgage April 2010 - February 2014
Des Moines Community Playhouse January 2008 - March 2010
United States Air Force August 2000 - August 2008
Skills
Office Management, Outlook, Credit, Loans, Microsoft Excel, Mortgage Lending, Microsoft Word, Customer Service, Microsoft Office, Time Management, Insurance, Commercial Banking, PowerPoint, Event Planning, Loan Origination, Banking, Leadership, System Administration, Marketing, Teamwork
Education
Community College of the Air Force 2000 — 2003
Associate's degree, History & Military History
Lincoln Savings Bank March 2014 - Present
Community National Bank February 2000 - March 2014
Regions Bank August 1993 - February 2000
Skills
Asset Management, Strategic Financial..., Trust Services, Retirement Planning
Education
University of Northern Iowa 1986 — 1987
Bachelor of Arts (B.A.), Management/Finance
Marshalltown Community College 1984 — 1985
Associate of Arts (A.A.)
Lincoln Savings Bank January 2014 - Present
Spread the Care January 2010 - Present
Wells Fargo August 2006 - January 2014
D4NC January 2003 - September 2011
Skills
Commercial Lending, Management, Coaching, Relationship Management, Self-driven, Finance
Education
University of Northern Iowa 2000 — 2005
Bachelor of Arts (B.A.), Business, Finance, Real Estate
University of Northern Iowa 2000 — 2005
BA, Business, Real Estate
Citizens Finance August 2014 - Present
Lincoln Savings Bank May 2013 - August 2013
Costas Cherries April 2011 - August 2012
Lodi Animal Shelter September 2009 - August 2010
Skills
Economics, Phone Skills, Sales Management, Business Intelligence, Economic Research, Economic Policy, Microsoft Excel, Microsoft Word, Marketing Research, PowerPoint, Social Networking, Leadership
Education
Buena Vista University 2010 — 2014
Bachelor of Arts (BA), Sports Management, Business Economics
Tokay High School 2006 — 2010
Lincoln Savings Bank November 2013 - September 2014
Lincoln Savings Bank April 2013 - September 2014
UnitedHealthcare July 2011 - April 2013
Peoples Trust & Savings Bank June 2008 - October 2010
Great Western Bank September 2004 - June 2008
US Bank December 1998 - September 2004
Skills
Banking, Loans, Mortgage Lending, Finance, Management, Customer Service, New Business Development, Real Estate, Strategic Planning, Business Development, Insurance, Small Business, Credit, Sales Management, Financial Analysis, Portfolio Management, Budgets, Customer Satisfaction, Coaching, Negotiation, Mortgage Banking, Public Speaking, Marketing, Retail, Underwriting, Mentoring, Media Relations, Budgeting, Problem Solving, Customer Relations, Licensed in Life &..., Past Board Member Iowa..., Selling, Sales, Team Building, Refinance, Commercial Lending, Commercial Real Estate, Commercial Insurance, Community Development, Voiceovers, Leadership, Loan Origination, Start-ups, Credit Analysis, Consumer Lending, Small Business Lending, FHA, Commercial Banking, Investment Properties
Education
Des Moines Area Community College 1980 — 1981
Roosevelt HS Des Moines 1976 — 1980
Lincoln Savings Bank January 2015 - Present
Lincoln Savings Bank May 2013 - January 2015
Lincoln Savings Bank February 2011 - May 2013
Lincoln Savings Bank January 2010 - February 2011
Skills
Credit
Education
Iowa State University - College of Business 2005 — 2009
Business Economics
Community First National Bank September 2014 - Present
Lincoln Savings Bank January 2013 - August 2014
Dan Deery Toyota December 2008 - February 2013
Skills
Loan Origination, FHA, Mortgage Lending, Budgets, Sales, VA loans, Finance, Loans, Banking, Credit Analysis, Construction Loans, USDA, Mortgage Banking, Credit, FHA financing, Marketing, Sales Management, First Time Home Buyers, Investment Properties, Home Equity Lines of..., Consumer Lending, Commercial Lending, Real Estate, Certified Mortgage..., Selling, Financial Analysis, Residential Mortgages, Customer Service, Underwriting, Refinance, Customer Satisfaction, Insurance, VA Loans
Education
University of Northern Iowa 1991 — 1994
Waverly-Shell Rock High School 1987 — 1991
High School Diploma
Lincoln Savings Bank 2012 - Present
West Bank 2007 - 2012
Horizon Bank 2005 - 2007
Commercial Federal Bank 2004 - 2005
National City Bank 2002 - 2004
Younkers 2000 - 2002
Skills
Building Relationships, Credit Analysis, Commercial Banking, Commercial Lending, New Business Development, Microsoft Office, Customer Retention, Connector of People, Credit, Loans, Customer Service, Business Development, Leadership, Team Building, Management, Small Business Lending, Sales Management, Portfolio Management, Banking, Small Business, Sales, Finance, Budgets, Marketing, Consumer Lending, Mortgage Lending, Investments, Insurance, SBA, Financial Services, Retail Banking, Commercial Mortgages, Underwriting
Education
Iowa State University - College of Business 1997 — 1999
BS, Business Management
University of Mississippi 1995 — 1997
Business
Lincoln Savings Bank January 2015 - Present
Financial Architects June 2012 - December 2014
Skills
Insurance, Investments, Finance, Long-term Care, Fixed Annuities, Investment Strategies, Public Speaking, Basketball, Basketball Coaching, Speech Coaching, Arabic, English, French, Wolof, Database Marketing, C++, Java, Microsoft Office, Database Management..., Fundraising, DBMS, Retirement, Mutual Funds, Securities, Retirement Planning, Strategic Financial..., Disability Insurance, Financial Services, Life Insurance, Risk Management, Asset Management, Nonprofits, Whole Life, Sales
Education
Drake University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Computer and Information Systems
Lincoln Savings Bank September 2013 - Present
New Penn Financial, LLC January 2013 - September 2013
Freedom Mortgage April 2012 - January 2013
Quicken Loans May 2010 - April 2012
Decision One Mortgage April 2001 - November 2007
Decision One Mortgage / HSBC 2001 - 2007
Skills
Banking, USDA, Customer Service, FHA financing, Sales, Credit, Refinance, Loans, Mortgage Banking, Residential Mortgages, Investments, Mortgage Lending, FHA, Finance, Real Estate, Loan Origination, VA loans, Credit Analysis, Insurance, Underwriting, Account Management, Mortgage Underwriting, Financial Services
Education
Bellevue University
BS, Business Admin
Lincoln Savings Bank October 2013 - Present
Midwest Heritage Bank March 2009 - September 2013
Skills
Referrals, Loans, Mortgage Lending, Banking, Credit
Education
University of Northern Iowa 1994 — 1996
Economics
Central College 1992 — 1994
Economics
Lincoln Savings Bank December 2002 - Present
Skills
Human Resources, Payroll Administration, Corporate Event Planning, Event Planning, Management, Team Building, Recruiting, Employee Relations, Insurance, Training, Strategic Planning, Leadership, Customer Service, Payroll, Talent Management, Sales Management, Benefits Administration, Sales, Talent Acquisition
Education
University of Northern Iowa 1987 — 1989
Master's degree, Business Administration and Management, General
University of Iowa 1981 — 1985
Bachelor's degree, Medical Laboratory Science
Cook Medical November 2012 - Present
Army National Guard June 2006 - Present
Lincoln Savings Bank September 2011 - November 2012
Enterprise Rent-A-Car August 2010 - August 2011
Skills
Team Leadership, Leadership Development, Direct Sales, Inside Sales, Professional Networking, Sales, Leadership, Military, Business Networking, Team Building, Training, Management, Operations Management, Strategic Planning, Public Speaking
Education
University of Northern Iowa 2007 — 2010
Bachelor of Arts
Lincoln Savings Bank September 2014 - Present
Skills
Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, FHA, VA loans, Loans, Credit Analysis, Credit, First Time Home Buyers, USDA
Education
Central College 1984 — 1988
Bachelors of Art, Business Management
Lincoln Savings Bank September 2013 - Present
Collins Community Credit Union May 2012 - August 2013
Hometown Market October 2009 - August 2011
Skills
Data Entry, Account Reconciliation, Invoicing, Accounting, Accounts Payable, Journal Entries, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Communication, Teamwork, Time Management
Education
University of Northern Iowa 2011 — 2015
Bachelor of Arts (B.A.), Accounting
University of Northern Iowa 2011 — 2014
Bachelor of Arts (B.A.), Finance, General
Central City Community Schools 2007 — 2011
Lincoln Savings Bank VP- Mortgage LendingLincoln Savings BankDecember 2010 - Present
Athlan Mortgage a branch of Network Funding LP August 2009 - December 2010
Skills
Loan Origination, Mortgage Lending, Commercial Lending, Mortgage Banking, Construction Loans, Residential Mortgages, Customer Service, Loans, FHA, USDA, Real Estate, Credit, Certified Mortgage..., VA loans
Education
University of Iowa 1986 — 1990
BA, Finance
H & R Block December 2013 - April 2015
Surefoot LLC/Super Runners Shop Inc. July 2000 - May 2013
Lincoln Savings Bank November 1991 - December 1993
Lincoln Savings Bank October 1989 - November 1991
J P Morgan Securities Inc. September 1988 - October 1989
Dime Savings Bank February 1986 - September 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Strategic Planning, Budgets, Analysis, Finance, Management, General Ledger, Accounting
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Finance/Economics
LIU Post 2013 — 2016
MS in process, Accounting
University of Northern Iowa April 2015 - Present
Peoples Insurance Agency January 2015 - May 2015
Lincoln Savings Bank August 2013 - January 2015
The AroundCampus Group May 2013 - July 2013
Skills
Sales, Social Networking, Customer Service, Time Management, Social Media, Leadership, PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, Teamwork, Advertising Sales, Sales Presentations, Direct Sales, Sales Process, Facebook, Sales Prospecting, Print Media Sales, Sales Leadership..., Marketing Research, SPIN Selling
Education
University of Northern Iowa 2012 — 2016
Bachelor's Degree, Business Marketing
University of Northern Iowa 2012 — 2016
Marketing/Marketing Management, General
Lincoln Savings Bank December 2012 - Present
Skills
Credit, Loan Origination, Loans, Commercial Banking, Mortgage Lending, Customer Service, Sales Management, Banking, Consumer Lending
Education
Drake University 2011 — 2012
Master of Public Administration (MPA)
University of Iowa 2004 — 2008
Bachelor of Arts (BA), Political Science and Government, International Studies, Spanish, History
Lincoln Savings Bank April 2003 - Present
Iowa Division of Banking June 1998 - March 2003
Education
Iowa State University 1994 — 1998
BS, Finance
New Opportunity National Accounts Manager - Surplus GMRydell Chevrolet Inc.January 2012 - May 2014
Lincoln Savings Bank October 2008 - May 2011
Fish Gmac Real Estate 2000 - 2008
Skills
Banking, Customer Satisfaction, Customer Service, Loans, Team Building, Automobile, Business Development, Insurance, Customer Retention, Strategic Planning, Sales, Account Management, Sales Management, Marketing Strategy, Sales Process, Negotiation, New Business Development, Automotive, Leadership, Operations Management, Marketing
Education
AIB College of Business 1981 — 1983
Business Administration, Business
Lincoln Savings Bank March 2013 - Present
Millhiser Smith March 2009 - February 2013
Millhiser Smith September 2006 - May 2009
Allied Insurance August 2004 - August 2006
Hy-Vee Drug Store September 2000 - August 2004
Skills
Property & Casualty..., Underwriting, Customer Service, Insurance, Sales, Casualty, Commercial Insurance, Cold Calling, Marketing Strategy, Marketing, Management, Negotiation, Account Management, New Business Development, Customer Retention, Training, Direct Sales, Life Insurance, Umbrella Insurance, Workers Compensation, Commercial Lines, Sales Process, Sales Operations, Strategic Planning, Liability, General Insurance, Sales Management, Risk Management, Employee Benefits, Health Insurance, Casualty Insurance
Education
Iowa State University - College of Business 2000 — 2004
Bachelor of Science, Marketing
Ankeny High School 1998 — 2000
Lincoln Savings Bank January 2014 - Present
PDCM Insurance April 2013 - December 2013
Veridian Credit Union May 2011 - April 2013
Nationwide Insurance March 2010 - May 2011
University of Northern Iowa October 2007 - December 2009
Ames Convention & Visitors Bureau June 2009 - August 2009
Skills
Insurance, Customer Service, Building Relationships, Property & Casualty..., Account Management, Sales, Life Insurance, Team Building, Social Networking, Inside Sales, Casualty Insurance, Commercial Insurance, Underwriting, Leadership, General Insurance, Communication, Microsoft Office, TAM
Education
University of Northern Iowa 2007 — 2009
Bachelor of Arts (BA), Communication, General
Mount Mercy College 2005 — 2007
Undergrad, Graphic Design
Lincoln Savings Bank August 2011 - Present
Essence of Life August 2008 - August 2011
QUALITY OF LIFE January 2008 - August 2011
Citywide Mortgage Associates, Inc. July 2010 - July 2011
Quality of Life December 2007 - July 2008
Wells Fargo 2004 - 2008
NORTH AMERICAN MORTGAGE/WASHINGTON MUTUAL BANK January 1998 - January 2004
Health & Nutrition January 1996 - January 1998
USDA Federal Agency, now known as Rural Development Agency January 1992 - January 1996
Farmers Home Administration January 1984 - January 1992
Skills
Mortgage Lending, Marketing, Insurance, Sales, Loans, Real Estate, Leadership, Selling, Budgets, Training, Customer Service, Team Building, Sales Management, Business Planning, Leadership Development, Management, Strategy, Recruiting, Mortgage Banking
Education
Iowa State University 1975 — 1977
BS, Agriculture & Finance
Colorado State University 1973 — 1975
Art & Agriculture
Lincoln Savings Bank August 2013 - Present
Private Law Practice November 2007 - August 2013
Skills
Estate Planning, Trusts, Charitable Trusts, Trust Services, Wills, Endowments, Charitable Gift Planning
Education
Drake University Law School 2004 — 2007
J.D.
Coe College 2000 — 2004
B.A., Economics & Business Administration
JP Morgan Chase July 2003 - Present
HSBC Bank USA November 1995 - November 2002
Crohn's and Colitis Foundation of America, Inc November 1992 - June 1995
Contemporary Personnel Agency September 1991 - November 1992
Lincoln Savings Bank May 1989 - February 1991
Seamen's Bank for Savings February 1985 - May 1989
Halpern & Christenfeld June 1980 - February 1985
Skills
Microsoft Excel, Banking, Leadership, Microsoft Word, Filing, Spreadsheets, Account Reconciliation, Risk Management, Credit, Payments, Commercial Banking, Financial Analysis, Customer Service, Process Improvement, Finance, Outlook, Accounting, Business Analysis, Cash Management, Management, Budgets, Portfolio Management, Treasury Management, Financial Risk, Financial Services, Treasury, FX Options, AML
Education
Borough of Manhattan Community College 1982 — 1983
None, Business Management
Pace University 1981 — 1982
None, Accounting
Lincoln Savings Bank December 2014 - Present
West Bank June 2012 - November 2014
First American Bank May 2007 - June 2012
Skills
Mortgage Lending, Sellers, Investors, Finance, Loans, VA loans, First Time Home Buyers, Foreclosures, Commercial Real Estate, Residential Mortgages, FHA, Mortgage Banking, Real Estate, Investments, Refinance, Team Building, Customer Service, Short Sales, Residential Homes, Sales Management, Sales, Strategic Planning, REO, Investment Properties, New Business Development, FHA financing, USDA, Credit, Loan Origination, VA Loans
Education
Augsburg College 1968 — 1972
Lincoln Savings Bank July 2013 - Present
Wells Fargo Home Mortgage June 2006 - July 2013
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, FHA, Refinance, VA loans, Loans, Residential Mortgages, FHA financing, USDA, Credit, Government Loans, Banking, Consumer Lending, Credit Analysis, Underwriting, Certified Mortgage..., Construction Loans, Reverse Mortgages, Home Equity Lines of..., Retail Banking
Education
Simpson College 2004 — 2007
Bachelor of Arts (BA), Communication and Media Studies
Northwest Bank June 2013 - Present
Bank Iowa June 2009 - June 2013
First American Bank February 2006 - June 2009
Lincoln Savings Bank June 2004 - February 2006
Community National Bank August 1999 - June 2004
Wells Fargo Financial Leasing, Inc. 1995 - 1999
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Loan Portfolio Analysis, SBA, Strategic Planning, Board of Director..., New Business Development, Credit Risk, Loans, Consumer Lending, Small Business Lending, Board of Directors, Mortgage Lending, Underwriting, Commercial Mortgages, Mortgage Banking, Retail Banking, Loan Origination, Lines Of Credit
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
B.B.A., Finance
Graduate School of Banking at Colorado
2015 Graduate with Honors
Lincoln Savings Bank December 2014 - Present
Financial Architects, Heying & DeVries May 1998 - December 2014
Education
University of Northern Iowa 1994 — 1998
Bachelor’s Degree
Palmer Group July 2011 - Present
Lincoln Savings Bank September 2009 - July 2011
Essential Mortgage November 2004 - September 2009
Skills
Mortgage Lending, Contract Recruitment, Staffing Services, Recruiting, Human Resources, Temporary Placement, Temporary Staffing, Talent Acquisition, Sales, Account Management
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Iowa State Bank May 2013 - Present
Lincoln Savings Bank June 2007 - May 2013
Scheels All Sports February 2006 - June 2007
Scheels All Sports September 2004 - January 2006
Scheels All Sports May 2004 - September 2004
Skills
Insurance, Loans, Mortgage Lending, FHA, Sales Management, Real Estate, Sales, Retail, Customer Service, Construction Loans, Account Management, Credit, Marketing, New Business Development, Loan Origination, Commercial Banking, Strategic Planning, Finance, Leadership, Investment Properties, Banking, Small Business Lending, Commercial Lending, Management, Consumer Lending, Underwriting, Mortgage Banking, Microsoft Office, Customer Satisfaction, Credit Analysis, Training, Microsoft Word, Time Management
Education
University of Northern Iowa 1998 — 2003
BA, Business Management
Gladbrook-Reinbeck High School 1994 — 1998
High School, College Prep
Lincoln Savings Bank September 2002 - Present
McGladrey & Pullen September 2000 - September 2002
Skills
Financial Analysis, Finance, Banking, Corporate Finance, Strategic Planning, Financial Reporting, Leadership, CPA, Internal Controls, GAAP, Microsoft Excel, Risk Management, Mergers, Financial Modeling, Auditing, Investments, Due Diligence, Commercial Banking, Commercial Lending, Credit, Insurance, Loans, Accounting, Mergers & Acquisitions, Real Estate
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
MBA
University of Northern Iowa 1996 — 2000
BA, Accounting
Central Iowa Art Association January 2014 - Present
Central Iowa Art Association June 2008 - August 2013
Des Moines Register RAGBRAI February 2012 - August 2012
Central Iowa Art Association June 2008 - June 2009
JC Penney November 2006 - June 2008
RAGBRAI 2008 - 2008
Great Western Bank September 2000 - July 2006
Lincoln Savings Bank August 1991 - September 2000
University of Northern Iowa 1990 - 1992
Commercial State Bank April 1972 - October 1989
Skills
Advertising, Analysis, Annual Reports, Big Picture View, Budgeting, Business Planning, Buying, Compliance, Coordination, Customer Relations, Customer Service, Event Planning, Fine Art, Grant Writing, Inventory Management, Leadership, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing Research, Media Buying, Newsletters, Organization, Planning, Product Development, Problem Solving, Public Relations, Purchasing, QuarkXPress, Research, Retail, Selling, Strategic Planning, Theatre, Project Planning, Budgets, Marketing Event Planning, Real Estate, Social Networking, Social Media
Education
University of Northern Iowa 1990 — 1992
BA, Communication, Public Relations, Journalism
Iowa Valley Community College 1969 — 1971
AA, General Education
Lenihan Catholic High School 1965 — 1969
High School diploma, College prep
Lincoln Savings Bank January 2014 - Present
Lincoln Savings Bank December 1994 - December 2013
Lincoln Savings Bank December 1995 - December 2000
Skills
Insurance, Real Estate, Strategic Planning, Corporate Finance, Sales Management, Banking, Wealth Management, Loans, Mortgage Lending, Credit, Commercial Banking, Loan Origination, Budgets, Mortgage Banking, Managerial Finance, Investments, Finance, Team Leadership, Mergers, Financial Analysis, Leadership, Portfolio Management, Management, VA loans, Risk Management, Small Business Lending, Residential Mortgages, FHA financing, Consumer Lending, Executive Management, Marketing, Investment Properties, Sales, Retail Banking, New Business Development, Credit Analysis, Mergers & Acquisitions, Financial Structuring, Commercial Mortgages, Cash Management, USDA, Underwriting, Commercial Lending, Construction Loans, Lines Of Credit, FHA, Certified Mortgage..., Financial Institutions, Government Loans, Life Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Exec MBA, Business
University of Northern Iowa 1991 — 1995
BA, Finance
AVR Realty Company July 2012 - Present
First Niagara Bank March 2010 - June 2012
Principal Real Estate Investors July 2007 - December 2008
GE Real Estate February 2005 - May 2007
GE Commercial Finance February 1996 - February 2005
Metlife Capital 1996 - 1998
NatWest 1994 - 1996
FGH Bank 1991 - 1993
Connecticut Bank & Trust 1986 - 1991
Lincoln Savings Bank 1977 - 1985
Skills
Financial Regulation, Real Estate, Investment Properties, Loans, Real Estate Transactions, Underwriting, Portfolio Management, Loan Origination, Commercial Real Estate, Banking, Disposition, Real Estate Economics, Commercial Mortgages, Mortgage Banking, Capital Markets, Mergers
Education
Excelsior College 1980 — 1984
BS, Liberal Atrs
United States Military Academy at West Point 1974 — 1976
None, Engineering
Waterloo Community Schools July 2011 - Present
T2 Training August 2002 - Present
Waterloo Community Schools June 2009 - June 2011
Lincoln Savings Bank August 2002 - February 2009
Skills
Leadership, Leadership Development, Strategic Planning, Marketing, Public Speaking, Event Planning, Team Building, Customer Service, Sales, Microsoft Office, Social Media, Management, Recruiting, Sales Management, Marketing Communications, New Business Development, Microsoft Word, Microsoft Excel, Advertising, Team Leadership, Instructional Technology, Fundraising
Education
University of Northern Iowa 1981 — 1989
MA, Education
Rye Neck UFSD January 1995 - Present
Lincoln Savings Bank April 1983 - November 1985
Skills
Spanish-speaking, Spanish-English, Translation, Foreign Languages, Microsoft Publisher
Education
Pace University 1977 — 1983
BA, spanish
Principal - IMPERIAL APPRAISALS, LLC September 2015 - Present
Hudson Valley Bank January 2011 - August 2015
IMPERIAL APPRAISALS, LLC June 2001 - January 2011
BANK OF AMERICA June 1999 - June 2001
Lehman Brothers July 1997 - June 1999
TOYO TRUST & BANKING CO July 1996 - July 1997
FIRST NATIONWIDE BANK June 1993 - July 1996
Barclays Bank of New York January 1992 - June 1993
Lincoln Savings Bank April 1991 - January 1992
n/a August 1985 - April 1991
Skills
Real Estate, Valuation, Commercial Real Estate, Due Diligence, Real Estate Economics, Loans, Portfolio Management, Finance, Mortgage Lending, Asset Management, Financial Modeling, Credit, Real Estate Financing, Banking, Loan Origination
Education
New York University 1998 — 1999
M.S., Real Estate Finance
Appraisal Institute
Baruch College
B.A
AXA Equitable March 2005 - Present
AXA Equitable March 1987 - Present
The Guardian Life Insurance Company of America January 1986 - March 1987
Benton and Bowles January 1986 - December 1986
Lincoln Savings Bank January 1981 - June 1984
Skills
COBOL, DB2, Databases, CICS, VSAM, Quality Center, Insurance, SDLC, Programming, Vendor Management, Business Analysis, Requirements Analysis, Requirements Gathering, IT Strategy, Software Project..., Visio, Enterprise Architecture, PMO, Project Portfolio..., Systems Analysis
Education
Westchester Community College 1979 — 1980
aas, Computer Science
City University of New York 1970 — 1974
Bachelor of Arts (B.A.), History
City University of New York 1969 — 1973
Hastings High School
Lincoln Savings Bank April 2009 - July 2015
Guaranty Bank/1862 Mortgage April 2008 - April 2009
Freedom First Mortgage May 2005 - April 2008
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Credit, Mortgage Banking, Residential Mortgages, USDA, Construction Loans, Consumer Lending, Home Equity Lines of..., Financial Structuring, FHA financing, Government Loans, Small Business Lending, Credit Analysis, VA loans, Commercial Banking, Certified Mortgage..., Strategic Planning, New Business Development, Sales Management, USDA Rural Housing, Property & Casualty..., Life Insurance, Commercial Insurance
Education
University of Northern Iowa 1977 — 1980
Dowling 1973 — 1977
ADP February 2010 - Present
Automatic Data Processing January 1995 - July 2009
PFF Savings Bank October 1992 - January 1995
LA Fitness, Inc February 1991 - June 1992
Lincoln Savings Bank 1980 - 1988
Education
Chaffey College 2008 — 2008
n/a, Accounting
California High School
General Studies
Lincoln Savings Bank November 2014 - Present
Lincoln Savings Bank February 2014 - November 2014
Total Source Molders July 2012 - January 2014
American Family Insurance September 2011 - August 2012
HireQuality Solutions February 2011 - September 2011
North Star Community Services May 2009 - February 2011
consumers energy 2006 - 2008
Skills
Propery and..., Licensed Life Insurance..., Outlook, Human Resources, Interviews, Microsoft Excel, Employee Benefits, Employee Relations, Marketing, Insurance, Customer Service, Finance, Training
Education
Iowa State University 1992 — 1995
BBA, Finance
Iowa State University - College of Business 1992 — 1995
BBA, Finance
CUNA Mutual Group May 2015 - Present
Lincoln Savings Bank April 2012 - May 2015
PIPAC August 2010 - April 2012
Bergan Paulsen, CPA 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Event Planning, Travel Arrangements, Calendaring, Insurance, Administrative..., Data Entry, Customer Service, Outlook, Telephone Skills, Microsoft Word, Sales
Education
Hawkeye Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Executive Assistant/Executive Secretary
Lincoln Savings Bank September 2014 - Present
Heronimus, Schmidt & Allen September 2011 - September 2014
Education
Ellsworth Community College
Associate of Arts and Sciences (AAS), Office Management and Supervision
Arnold & Porter May 2006 - Present
Coudert Brothers December 1998 - September 2006
Coudert Brothers December 1981 - December 1998
Kraus Management March 1978 - December 1981
Schaefer Brewing Company January 1977 - March 1978
Dun & Bradstreet March 1976 - March 1977
Lincoln Savings Bank February 1974 - March 1976
Skills
Legal Research, Corporate Law, Budgets, Purchasing, Process Scheduler, Data Entry, Accounting, Mergers & Acquisitions, Contract Negotiation, Facilities Management, Contract Management, Real Estate, Management, Negotiation, Project Management, Strategic Planning, Supervisory Skills, Policy
Education
Queens College
Liberal Arts
Witham Auto Center July 2015 - Present
Community Bank & Trust January 2014 - March 2015
First National Bank April 2008 - January 2014
Lincoln Savings Bank November 2000 - April 2008
Skills
Credit, Loans, Mortgage Lending, Commercial Banking, Small Business Lending, Management, Commercial Lending, Account Management, Leadership, Banking, Real Estate, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Mortgages
Education
University of Northern Iowa 1992 — 1997
Bachelor of Arts (B.A.), General Studies
University of Northern Iowa
Bachelor of Arts (B.A.)
3M April 2015 - Present
3M January 2011 - March 2015
3M December 1999 - December 2010
3M January 2008 - August 2008
3M April 2006 - February 2008
3M November 2004 - April 2006
3M November 1999 - February 2003
Lincoln Savings Bank January 1998 - June 1998
Skills
Sales Operations, Distributors, Market Penetration, Sales, Marketing, Business Strategy, Product Management, Supervising, Marketing Strategy, Business Development, International Sales, Salesforce.com, Competitive Analysis, Product Development, Market Planning, Pricing, Strategy, Product Marketing, Key Account Management, Market Analysis, Marketing Management, Cross-functional Team..., Advertising, Product Launch, New Business Development, B2B, Channel Partners, Key Account Development, International Business, Market Development, P&L Management, Pricing Strategy, Sales Process, B2B Marketing, Business Planning, Selling, Segmentation, Market Research, Sales Management, Direct Sales, Brand Management, Adhesives, Account Management, Sales Presentations, Global Marketing, CRM, Strategic Partnerships, Multi-channel Marketing, Forecasting, Commercialization
Education
Ecole supérieure de Commerce de Rennes 2001 — 2002
MBA, International Business
University of Northern Iowa 1994 — 1998
BA, Marketing
Lincoln Savings Bank August 2008 - Present
B2K Properties LLC January 2007 - Present
KH Properties II 2005 - Present
Wells Fargo July 2007 - August 2008
Skills
Commercial Banking, Loans, Mortgage Lending, Loan Origination, Credit, FHA, Consumer Lending, Small Business Lending, Construction Loans, Credit Analysis, Commercial Lending, Mortgage Banking, Investment Properties, Residential Mortgages, VA loans, Underwriting, Financial Structuring, Banking, Commercial Mortgages
Education
University of Northern Iowa 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Transamerica May 2015 - Present
Lincoln Savings Bank August 2014 - May 2015
Kinze Manufacturing, Inc January 2014 - August 2014
John Deere May 2012 - January 2014
Best Buy February 2011 - July 2011
Skills
SAP, Time Management, PowerPoint, Troubleshooting, SQL, SharePoint, PHP, Project Management, Visual Basic, Databases, Marketing, HTML, Team Leadership, Windows, HTML 5, Windows 7, Microsoft Access, Access, Linux, Data Analysis, National Instruments..., Web Development, Software Documentation, Microsoft Office, Business Intelligence, Integration
Education
University of Northern Iowa 2011 — 2016
Management Information Systems, Certificate - Computer Applications
NXT Bank February 2015 - Present
Wells Fargo March 2014 - February 2015
Lincoln Savings Bank June 2013 - October 2013
Veridian Credit Union November 2010 - May 2013
Skills
Paramedic and EMT, Infectious Diseases, Fundraising, Investments, Disaster Recovery, First Responder, Politics, Small Business Lending, Commercial Lending, Loan Origination, Consumer Lending, Credit Analysis, Mortgage Lending, Credit, Commercial Banking
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Cedar Falls High School 2006 — 2009
Oakridge Realtors November 2004 - Present
Lincoln Savings Bank 1999 - 2004
US Bank 1979 - 1999
Skills
Real Estate, Relocation, Sellers, First Time Home Buyers, New Home Sales, Buyers, FHA, Foreclosures, Condos, Single Family Homes, Investment Properties, Buyer Representation, Seniors, Move Up Buyers, Listings, Short Sales, Property Management, Investors, Townhomes, Residential Homes, New Homes, Referrals, Seller Representation, ABR, REO, Real Property, SFR, Relocation Buyers, Council of Residential..., e-PRO, Sales, Real Estate Transactions
Education
University of Northern Iowa 1972 — 1973
Business
Minnesota State University, Mankato 1971 — 1972
Business, Home Economics
West High School Waterloo 1968 — 1972
University of Iowa
Guaranteed Rate June 2015 - Present
Caliber Home Loans February 2015 - May 2015
Stonegate Mortgage Corporation (NYSE: SGM) November 2014 - February 2015
Guaranteed Rate February 2014 - November 2014
Cole Taylor Mortgage September 2013 - February 2014
Lincoln Savings Bank May 2012 - August 2013
Fidelity Bank Iowa November 2011 - May 2012
GMAC Mortgage May 2011 - November 2011
Network Funding, LP April 2010 - April 2011
Franklin American Mortgage Company November 2009 - March 2010
Skills
Mortgage Banking, Customer Service, Mortgage Lending, Loan Origination, Credit, Sales Management, Loans, FHA, Investment Properties, Residential Mortgages, Business Development, Sales, Leadership, Underwriting, Real Estate, B2B, USDA, VA loans, Refinance, Banking, Government Loans, Credit Analysis, FHA financing, Commercial Lending, Construction Loans, Mortgage Underwriting, Wholesale Lending, Consumer Lending, Finance, Loss Mitigation, Mortgage Servicing, VA Loans, FHA Financing
Education
Drake University 1988 — 1992
Bachelor's degree, Philosophy and Sociology
Drake University 1988 — 1992
Bachelor of Arts (B.A.), Sociology; Philosophy
Urbandale High School 1983 — 1988
Wells Fargo July 2014 - Present
Fareway Stores, Inc. March 2007 - July 2014
Lincoln Savings Bank March 2013 - October 2013
Family & Children's Council of Black Hawk County May 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, PowerPoint, Retail, Sales, Marketing Strategy, Time Management, Social Media
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Public Relations
University of Northern Iowa 2009 — 2013
BA, Public Relations
Target June 2015 - August 2015
Flint Hills Resources May 2014 - August 2014
Lincoln Savings Bank May 2013 - August 2013
Skills
Microsoft Word, SAP, Teamwork, Analysis, Supply Chain Management, Public Speaking, Social Media
Education
Iowa State University 2012 — 2016
Accounting & Supply Chain Management
Lincoln Savings Bank August 2014 - Present
South Story Bank & Trust March 2014 - August 2014
U.S. Bank November 2011 - March 2014
Wells Fargo June 2010 - November 2011
Aegon August 2007 - January 2008
Skills
Commercial Banking, Microsoft Office, Moody's Risk Analyst, Credit, Commercial Lending, Financial Analysis, Banking, Credit Analysis, Portfolio Management, Agricultural Lending, Cash Flow Analysis, Real Estate Lending, C&I Lending, Technical Writing, WebEquity
Education
University of Northern Iowa
Bachelor's degree, finance, real estate
Rodan + Fields June 2015 - Present
UnityPoint Health January 2015 - Present
Office of Auditor of State June 2014 - January 2015
Blessed Beginnings Preschool & Learning Center June 2010 - May 2014
Gosling & Co. LLC February 2013 - April 2013
Lincoln Savings Bank August 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Research, Leadership, Access, Social Networking, Accounting, Auditing, Budgets
Education
University of Northern Iowa 2009 — 2014
Bachelor of Arts (B.A.), Accounting
Self Employed January 2012 - Present
Lincoln Savings Bank 2009 - 2011
USDA December 2007 - November 2009
Skills
Relationship Management, Sales, Risk Management, Commercial Banking, Agricultural Lending, Insurance, Real Estate Financing, Customer Service, Retail Banking, Referral Networking, Marketing Management, Government Loans, Wholesale Lending, Business Brokerage, Staff Supervision, Operating Budgets, Grant Administration, Grant Writing, Community Development, Economic Development, Appraisals, Environmental Impact..., Project Management, Foreign Relations, Mortgage Lending, Microsoft Office, CRM, Web Equity, Information Management, Credit Risk, Decision Analysis, Cross Selling, Cultural Awareness, Sustainability..., New Business Development, Construction Management, Core Banking, Portfolio Management, USDA Rural Housing, USDA Farm Services..., USDA FAS, Small Business Lending, Program Facilitation, Board of Director..., Entrepreneurship..., Collections, Agricultural Extension, Market Analysis, Collateral Management
Education
Upper Iowa University 2009 — 2011
Master's degree, Global Business
University of Iowa 1994 — 1997
Bachelor's degree, Management Information Systems, General
Lincoln Savings Bank April 2015 - Present
Central State Bank July 2010 - April 2015
Great Southern Bank September 2009 - July 2010
VANTUS BANK (f January 2009 - September 2009
VANTUS BANK (f July 2007 - January 2009
VANTUS BANK (f October 2005 - July 2007
Community State Bank, N.A. October 2004 - October 2005
Community State Bank April 2003 - October 2004
Skills
Loans, Banking, Credit, Credit Analysis, Underwriting, Portfolio Management, Commercial Real Estate, Commercial Lending, Investment Properties, Loan Origination, Commercial Mortgages, Finance, Commercial Banking, Financial Analysis, Real Estate
Education
Drake University 2008 — 2013
Masters, Financial Management
Des Moines Area Community College 2003 — 2004
Non-degree Coursework, Accounting / Finance
Faith BB College 2000 — 2004
Bachelor of Science, Biblical Studies / Missions Emphasis
FAITH BAPTIST BIBLE COLLEGE 1999 — 2003
Bachelor of Arts, Bible; Missions
Bob Jones University 1996 — 1998
Pre-Medical studies
High Point 1987 — 1994
Lincoln Savings Bank October 2011 - Present
Republican Party of Iowa April 2010 - June 2012
Lincoln Savings Bank April 2011 - September 2011
CoreLogic October 2010 - April 2011
Lender Processing Services, Inc. (LPS) November 2009 - October 2010
Mudd Advertising July 2009 - September 2009
CoreLogic January 2007 - June 2009
CoreLogic July 2002 - January 2007
KWWL Television January 2001 - May 2002
WITN-TV August 1998 - January 2001
Skills
Mortgage Lending, Loan Servicing, VA loans, Community Outreach, FHA, Finance, Loans, Mortgage Banking, Mortgage Servicing, Residential Mortgages
Education
East Carolina University 1996 — 1998
BS, Journalism, Political Science
UNC Pembroke 1994 — 1996
Journalism, Political Science
Lincoln Savings Bank May 2014 - Present
West Bank March 2009 - May 2014
Liberty Bank August 2006 - March 2009
Community State Bank April 2005 - August 2007
Simplicity Mortgage August 2002 - March 2005
Skills
Real Estate, Financial Analysis, Investments, Mortgage Lending, Banking, Consumer Lending, Underwriting, Portfolio Management, Commercial Mortgages, Credit Risk, Loans, Commercial Lending, Marketing, Loan Origination, Residential Mortgages, Refinance, Commercial Banking, Credit Analysis, Retail Banking, Mortgage Banking, Lines Of Credit, Risk Management, Team Building, Cross Selling, Cash Management, Finance, Small Business Lending, Customer Service, Credit, Financial Services, Strategic Planning, Construction Loans
Education
University of Northern Iowa 1998 — 2002
BA, Marketing
Dyersville Beckman 1994 — 1998
Diploma
Stay-at-Home mom December 2014 - Present
Iowa Department of Human Services June 2014 - December 2014
Lincoln Savings Bank June 2013 - March 2014
US Bank November 2011 - May 2013
Greater Iowa Credit Union September 2010 - December 2010
Skills
Microsoft Word, Customer Service, Outlook, Relationship Building, Social Media, PowerPoint, Microsoft Excel, Credit Scoring, Organization Skills, Prioritize Workload, Interviewing Skills, Confidentiality, Data Entry, Social Services, Filing, Family Services, Multi-line Phone, Fax, Receptionist Duties, Residential Mortgages, Banking, Clerical Skills, Web Applications, Cash Handling
Education
Iowa State University 2007 — 2010
Bachelor of Science, Family Finance, Housing and Policy
Northeast Iowa Community College 2005 — 2007
Business Administration program (no degree), Business Administration
US Bank Home Mortgage March 2015 - Present
Premier Lending Alliance August 2013 - February 2015
Lincoln Savings Bank 2012 - 2013
US Bank Home Mortgage 2010 - 2012
Coldwell Banker Real Estate 2000 - 2002
Skills
FHA, Mortgage Lending, Refinance, Loans, Loan Origination, USDA, VA Loans, Home Equity Loans, Credit, Mortgage Banking, Residential Mortgages, Credit Analysis
Education
Drake University 1988 — 1992
B.A., English and Sociology
Robert D. Hodge & Assoc May 2001 - Present
Independent Colleges of Indiana May 2002 - Present
Taylor University 1982 - 2001
Lincoln Savings Bank 1980 - 1982
Skills
Leadership Development, Strategic Planning, Executive Coaching, Leadership, Team Building, Coaching, Board Development, Organizational..., Non-profits, Management, Nonprofits, Public Speaking, Collaboration, Fundraising, Staff Development, Training, Budgets, Project Planning, Entrepreneurship, Program Development, Teaching, Conflict Resolution, Community Outreach, Personal Development, Program Management, Higher Education, Career Counseling, Executive Development, Information Technology, Emotional Intelligence, Adult Education, Career Development
Education
Washington State University - College of Business and Economics 1969 — 1973
Bachelor of Business Administration (B.B.A.), Marketing
Eastern Washington University 1978 — 1982
Master of Business Administration (MBA), Management and Information Systems
Yardi Systems May 2012 - Present
Lefrak Organization April 2011 - March 2012
SOLOW REALTY & DEVELOPMENT COMPANY August 2008 - March 2011
SITT ASSET MANAGEMENT January 2007 - March 2008
Omnicom Group January 2004 - January 2007
SUN & MOON MARKETING February 2001 - January 2004
SL GREEN MANAGEMENT LLC July 1998 - December 2000
TRINITY CHURCH REAL ESTATE November 1994 - July 1998
Lincoln Savings Bank March 1992 - August 1994
CITICORP REAL ESTATE July 1991 - March 1992
Skills
Leases, Real Estate, Lease Administration, Asset Management, Budgeting, Property Management, Real Estate Transactions, Corporate Real Estate, Landlord, Negotiation, Financial Analysis, REO, Contract Negotiation, Portfolio Management, Strategic Planning, Finance, Asset Managment, Project Management, Commercial Real Estate, Yardi, Due Diligence, Budgets, Acquisitions, Market Analysis, Disposition, Valuation, Brokerage, Property, Facilities Management, Marketing, Mergers & Acquisitions, Real Estate Development, Construction, Contract Management, Tenant, Residential Homes, Leasing, Investments, Financial Modeling, Real Estate Economics, Investment Properties
Education
Fordham University 1979 — 1983
Bachelor of Arts, Communications
OmniSource Corporation August 2007 - Present
Nucor Steel March 2006 - March 2007
Lincoln Savings Bank November 2005 - March 2007
Liberty Mutual May 2004 - September 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Auditing
Education
Indiana University - Kelley School of Business 1998 — 2003
US Bank October 2013 - Present
Lincoln Savings Bank June 2012 - July 2013
Bank Iowa December 2006 - June 2012
MetaBank March 2006 - December 2006
Federal Reserve Bank of Chicago June 2000 - March 2006
Skills
Credit Analysis, Credit, Commercial Banking, Commercial Lending, Loans, Underwriting, Small Business Lending, Mortgage Lending, Consumer Lending, Loan Origination, Retail Banking, FHA, Banking
Education
Graduate School of Banking - Madison, WI 2011 — 2013
Drake University 1988 — 1992
BSBA, Bank Management
Davenport Assumption
Davenport Assumption
Davenport Assumption
Davenport Assumption
Lincoln Savings Bank March 2010 - Present
Lincoln Savings Bank April 2008 - March 2010
Education
University of Northern Iowa 1999 — 2003
BA, Finance, Economics
National Association of Professional Women April 2010 - Present
WaMu September 2005 - December 2007
Astoria Federal Savings March 1992 - September 1999
Fidelity New York 1992 - 1995
Central Federal Savings 1987 - 1992
Lincoln Savings Bank 1970 - 1987
Skills
Management, Coaching, Strategic Planning, Leadership, Recruiting, Training, Finance, Risk Management, Business Development, Banking, Insurance, Sales, New Business Development, Credit, Financial Analysis, Loans, Commercial Lending, Retail Banking
Education
Hofstra University 1971 — 1980
Business and Finance
Next Generation Wireless July 2010 - October 2013
VGM Financial Services June 2009 - July 2010
Community National Bank March 2005 - January 2009
Lincoln Savings Bank November 2002 - March 2005
Net Worth Advisors April 1995 - November 2002
Skills
Marketing Strategy, Leadership, Customer Service, Microsoft Office, Press Releases, Strategic Planning, New Business Development, Event Planning, Microsoft Word, Team Building, Marketing, Social Media, Marketing Communications, Direct Marketing, Retail, Sales, Payroll, Advertising, Recruiting, Management, Public Relations, Sales Management, Online Marketing, Microsoft Excel, Fundraising, Photoshop, Social Networking, Change Management, Coaching, B2B, Account Management, Social Media Marketing, Event Management
Education
University of Northern Iowa
Bachelor of Arts (BA), Marketing
Lincoln Savings Bank March 2013 - Present
G.Rafics Inc 1999 - Present
Reich & Loynachan Insurance October 1994 - March 2013
Adel Partners Chamber of Commerce 2006 - 2010
Underwriting Services Corporation June 1992 - October 1994
Skills
Social Media Marketing, Customer Service, Event Planning, Property & Casualty..., Mortgage Lending, Database Administration, Insurance, Social Media, Salesforce.com, New Business Development, Banking, Public Speaking, Credit, Microsoft Excel, Project Planning, Leadership, Life Insurance, Photoshop, Customer Satisfaction, Microsoft Office, Sales Process, Management, Microsoft Word, Casualty, Training, Direct Sales, Liability, Sales, Selling, Small Business, Negotiation, Cold Calling, Health Insurance, Project Management, Account Management, Sales Management, Budgets, Customer Retention, Employee Benefits, Team Building, Advertising, General Insurance, Commercial Insurance, Team Leadership, WordPress, Strategic Planning, Marketing Strategy, Marketing, Coaching, Term Life Insurance
Education
Kirkwood Community College 1980 — 1982
Regions Financial Corporation December 2014 - Present
Lincoln Savings Bank January 2013 - December 2014
PNC Bank 2006 - December 2012
National City Mortgage September 2006 - June 2007
CreveCor Mortgage January 2003 - September 2006
Lancome Cosmetics August 2002 - January 2004
Skills
Team Building, Hiring, New Business Development, Consumer Lending, Event Execution, Small Business Lending, Women in Business..., Cash Flow Optimization, Personal Banking, Coaching Staff, Development Coaching, Banking, Cash Flow, Credit, Customer Service, Finance, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Sales, Sales Management, Training
Education
Southern Illinois University, Carbondale 1999 — 2001
Bachelors of Science, Merchandising and Marketing
Paychex April 2000 - Present
Quest Financial Corp June 1994 - April 2000
Lincoln Savings Bank September 1986 - May 1994
Skills
Payroll, Payroll Taxes, Payroll Processing, Workers Compensation, Unemployment Claims, Garnishments, 401k, Cold Calling, Sales Operations, Employee Benefits, Sales, ADP Payroll, HRIS, Salesforce.com, Payroll Services, Sales Presentations, Human Resources, Account Management, Customer Service, Management, Sales Management, Sales Process
Education
LIU Post 1982 — 1986
Bachelor of Science, Finance
Lincoln Savings Bank May 2008 - Present
McGladrey & Pullen, LLP September 2005 - May 2008
Skills
Internal Controls, Auditing, Financial Analysis, Financial Reporting, Finance, Accounting, Banking, Financial Accounting
Education
University of Northern Iowa 2000 — 2005
BA, Accounting
Lincoln Savings Bank October 2014 - Present
Lincoln Savings Bank September 2011 - October 2014
Lincoln Savings Bank February 2005 - September 2011
Skills
Banking, Loan Origination, Mortgage Banking, Finance, Customer Service, Commercial Banking, Loans, Credit, Mortgage Lending
Education
Central College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Ocean Breeze Wind Art, Inc October 2009 - Present
Custom Performance Solutions February 2007 - Present
Countrywide June 2000 - September 2004
Countrywide Full Spectrum Lending January 1999 - June 2000
Washington Mutual June 1996 - May 1998
Great Western Bank September 1992 - June 1996
Lincoln Savings Bank September 1988 - September 1992
Education
University of California, Santa Barbara 1984 — 1988
BA, Communications
James Monroe High School
Diocese Of Rockville Center September 2014 - Present
Diocese Of Rockville Center October 2012 - September 2014
Diocese Of Rockville Center March 2010 - October 2012
Diocese of Rockville Center July 2007 - March 2010
Lincoln Savings Bank 1976 - 1994
Skills
Human Resources, Personnel Management, Employee Relations, Organizational..., Leadership Development, Recruiting, Performance Management, Employee Benefits, HRIS, Benefits Administration
Education
St. Francis College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Pace University - Lubin School of Business
Master's degree
Tampico Beverages January 2009 - Present
Tampico Beverages January 2009 - August 2010
Miller Brewing Company 2003 - 2008
Miller Brewing Company 2001 - 2002
Perrier Group of America 1998 - 2001
Coors Brewing Company 1996 - 1998
Coors Brewing Company 1994 - 1996
Coors Brewing Company 1990 - 1994
Coors Brewing Company 1988 - 1989
Lincoln Savings Bank 1987 - 1988
Education
The University of Texas at Dallas 1998 — 1999
MBA, Executive MBA
University of California, Irvine 1982 — 1986
BA, Economics
Azusa High School
Azusa High School
Lincoln Savings Bank November 2013 - Present
Bank Iowa August 2013 - November 2013
Bank Iowa January 2012 - August 2013
Bank Iowa September 2006 - January 2012
Skills
Banking, Mortgage Lending, Retail Banking, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Marketing, Loans, Exceptional People..., Management, Sales, Project Management, Cash Management, Facilities Management, Branch Banking, Advertising, Vendor Relationships, Vendor Management, Vendor Contracts, Graphic Design, Digital Media, Digital Marketing, Adobe Creative Suite, Adobe Acrobat, After Effects, Illustrator, Marketing Communications
Education
Iowa State University - College of Business 2000 — 2006
Business, Marketing / Advertising
Lincoln Savings Bank June 2003 - Present
Education
Drake University Law School 1977 — 1979
JD, LEGAL
Chase March 2015 - Present
Bridgehampton National Bank August 2014 - March 2015
Builders Bank March 2009 - May 2014
Washington Mutual January 2003 - January 2009
Dime Savings Bank January 1995 - October 2001
Dime Savings Bank of New York 1995 - 2001
Dime savings bank 1994 - 2000
Anchor Savings Bank 1994 - 1995
Lincoln Savings Bank 1986 - 1994
Skills
Underwriting, Real Estate, Loans, Portfolio Management, Risk, Analysis, Financial Analysis, Banking, Commercial Lending, Credit Analysis, Due Diligence, Credit, Commercial Mortgages, Mortgage, Negotiation, Mortgage Lending, Asset Management, Risk Management, Customer Service, Problem Solving, Excel, Customer Relations, Loan Origination, Workout, Real Estate Finance, Mortgage Banking, Real Estate Economics, Commercial Real Estate, Financial Risk, Financial Structuring, Real Estate Financing
Education
Hofstra University 1980 — 1984
BBA, Finance and Banking
Community Business Lenders June 2015 - Present
Lincoln Savings Bank October 2014 - June 2015
LGFCU Local Government Federal Credit Union October 2008 - September 2014
WySTAR Global Retirement Solutions October 2006 - July 2008
Alpine Lending 2004 - 2006
Skills
Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Financial Analysis, Credit Analysis, Microsoft Excel, Portfolio Management, Wealth Management, Asset Managment, Customer Service, Consumer Lending
Education
East Carolina University 2012 — 2015
Bachelor's Degree, Business Administration and Management Information Systems
Berkeley College September 2010 - Present
Weichert Realtors August 2009 - Present
Guardian Trust Company 2004 - 2009
Morgan Stanley Trust 1997 - 2004
morgan stanley trust 1996 - 2004
Lincoln SAVINGS BANK 1971 - 1994
lincoln savings bank 1971 - 1994
lincoln savings bank 1970 - 1994
Skills
Real Estate, Compliance, Policy, Banking, Negotiation, Contract Negotiation
Education
New York Law School 1981 — 1985
JD, Law
City University of New York-Herbert H. Lehman College 1966 — 1970
BA, Economics
Bishop Reilly High School 1962 — 1966
new york
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - December 2014
Fidelity Investments May 2005 - September 2010
The Richardson Company 1989 - 1999
Chemical Bank 1985 - 1989
Lincoln Savings Bank 1980 - 1985
Manufacturers Hanover Trust 1978 - 1980
Citizens First National Bank 1976 - 1978
Skills
Financial Services, Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Management, Asset Management, Portfolio Management, Business Development
Education
Rowan University
BA, Education
Mahoning County Ohio March 2015 - Present
Cutter & Company, Inc. December 2009 - December 2012
Regional CPA Firm October 2009 - June 2012
Butler Wick June 1997 - August 2009
Lincoln Savings Bank October 1991 - January 1995
Pittsburgh Steelers 1988 - 1991
Skills
Series 63, Financial Markets, Series 7, FINRA, Series 24, Series 27, Human Resources, Risk Management, Employee Benefits, Investments, Strategic Financial..., Finance, Equities, Hedge Funds, Retirement Planning, Accounting, Financial Services, Financial Reporting, Financial Analysis, Financial Planning
Education
Weatherhead School of Management at Case Western Reserve University 1975 — 1977
MBA, Banking & Finance
John Carroll University 1968 — 1972
AB, Economics
Emser Tile June 2015 - Present
Toyota Motor Sales August 2012 - June 2014
Toyota Motor Sales August 2011 - August 2012
AEGON USA June 2006 - August 2009
AEGON USA June 2006 - April 2008
Lincoln Savings Bank September 2005 - May 2006
Skills
Cash Flow Forecasting, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Hyperion Planning, Revenue Forecasting, P&L Analysis, Derivatives, Treasury Management, Finance, Essbase, Strategic Financial..., Variance Analysis, Financial Reporting, Management, Forecasting, Process Improvement, Sarbanes-Oxley Act, Analysis, Strategy, Data Analysis, Strategic Planning, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
FINANCE, MASTERS OF BUSINESS ADMINISTRATION
Wartburg College 2002 — 2006
Bachelors, Finance, Accounting
Emigrant Mortgage Company August 1997 - Present
GreenPoint Mortgage July 1995 - July 1997
Barclay's American Mortgage September 1993 - July 1995
Pioneer Savings and Loan June 1992 - September 1993
Lincoln Savings Bank June 1989 - February 1992
Dime Savings of New York September 1987 - May 1989
Skills
Mortgage Banking, Loan Origination, Credit, Residential Mortgages, FHA, Refinance, Banking, Credit Analysis, Loans, Mortgage Lending
Education
Fairfield University
BS, Finance
Hofstra University
MBA, Money and Banking
GNB Investments 2007 - Present
Lincoln Savings Bank 1999 - 2007
Wells Fargo Advisors 1996 - 1999
Skills
Investments, Life Insurance, FINRA, Retirement Planning, Mutual Funds, Series 7, Health Insurance, Asset Allocation, Portfolio Management, Asset Management, Risk Management, Financial Analysis, Equities, IRAs
Education
College for Financial Planning 2006 — 2007
Master of Science, Personal Financial Planning
University of Northern Iowa 1978 — 1982
Bachelor of Arts, General Studies
Lincoln Savings Bank June 2011 - Present
Weststar Mortgage Inc April 2008 - April 2010
Education
University of Northern Iowa 2001 — 2003
MA, Communication Studies-Organizational Communication
Lincoln Savings Bank March 2015 - Present
NXT Bank June 2006 - July 2014
Skills
Commercial Lending, Credit Analysis, Credit Risk, Finance, Real Estate, Commercial Finance, Customer Service, Financial Reporting, Leadership, New Business Development, Small Business, Sales, Microsoft Excel
Education
University of Northern Iowa
Bachelor of Arts, Financial Management
East Waterloo High School
Freddie Mac June 1994 - February 2010
Lincoln Savings Bank 1985 - 1994
Skills
Underwriting
Education
City University of New York-Brooklyn College 1973 — 1979
MS, Education
Our Lady of Perpetual Help 1969 — 1973
Wells Fargo Home Mortgage September 2013 - Present
Lincoln Savings Bank August 2010 - September 2013
insync apparel and promotions May 2009 - August 2009
Limolink, Inc. 2008 - 2008
Skills
Marketing, Microsoft Office, Social Media, Sales, New Business Development, Customer Service, Strategic Planning, Microsoft Excel, Account Management, Sales Management, Event Planning, PowerPoint, Microsoft Word, Leadership, Mortgage Lending, Retail, Email Marketing, Customer Satisfaction, Advertising, Marketing Communications, Media Planning, Social Networking
Education
Iowa State University - College of Business 2006 — 2010
Bachelor's degree, Marketing
Tilburg University 2009 — 2009
Study abroad, Marketing
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank June 2008 - February 2011
Wells Fargo Bank August 2004 - June 2008
Wells Fargo Bank August 2002 - August 2004
Wells Fargo Bank August 2001 - August 2002
Compuware July 1996 - March 2001
Computer Horizons October 1995 - June 1996
WellCare July 1992 - October 1995
Computer Horizons April 1991 - March 1992
Lincoln Savings Bank October 1990 - April 1991
Skills
Quality Assurance, CSTE, Software Testing Life..., Software Testing, Testing, Databases, SQL, Oracle, Microsoft SQL Server, DB2, Visual Basic, COBOL, Software Development, Data Warehousing, Systems Analysis, JCL, Mainframe, Access
Education
State University of New York at New Paltz 1987 — 1990
BS Computer Science, Computer Science, Math
Lincoln Savings Bank July 2013 - Present
LincolnSavings Bank December 2010 - Present
Lincoln Savings Bank December 2010 - July 2011
Skills
Loan Origination, Loans, Credit, Consumer Lending, Banking, Mortgage Lending, Commercial Banking, Commercial Lending
Education
Central College 1990 — 1994
Bachelor, Elementary Education
AVP Mortgage Solutions LLC January 2005 - Present
Bluestar Mortgage Group November 1999 - January 2005
Chase Home Mortgage August 1989 - November 1999
Lincoln Savings Bank 1987 - 1989
Williamsburg Savings Bank 1980 - 1987
Education
Hofstra University 1994 — 1995
Levittown Memorial HS
Business
Lincoln Savings Bank September 2006 - Present
GMAC Mortgage August 1999 - September 2006
Veridian Credit Union January 1986 - August 1999
Skills
Management, Product Development, Consumer Lending, Office Management, Microsoft Office, Microsoft Excel, Employee Training, Franklin Covey
Education
Hawkeye Community College
Business
Hudson Iowa
MDRC 2015 - Present
Amalgamated Bank 1996 - 2014
AIG 1995 - 1996
Lincoln Savings Bank 1989 - 1995
Skills
HR Policies, Employee Relations, Benefits Administration, Performance Management, Human Resources, Employee Benefits, Recruiting, Strategy, Banking, Deferred Compensation, Management, Labor Relations, Talent Acquisition, Onboarding, Payroll, HRIS, Talent Management, Employment Law, Risk Management, Loans, Credit
Education
Baruch College
BBA, HR Management
Any Company September 1981 - Present
Emigrant Savings Bank June 1997 - December 2011
Lincoln Savings Bank September 1981 - October 1994
Skills
Microsoft Office, Windows, Microsoft Excel, Active Directory, Troubleshooting, Software Documentation, XP, Operating Systems, Access, Information Technology, Leadership, Management, Disaster Recovery, Vendor Management, Process Improvement, Visio, Data Center, SharePoint, Integration, SDLC, ITIL, Windows XP
Education
Mercy College
Computer and Information Sciences and Support Services
Westchester Business Instiutue
Accounting and Business/Management
Lincoln Savings Bank January 2006 - Present
Lincoln Savings Bank October 1991 - January 2006
Education
University of Northern Iowa 1980 — 1984
Bachelor of Arts (B.A.), Business Eduation/Administration
Lincoln Savings Bank November 2013 - Present
Farmers State Bank May 2013 - November 2013
Community National Bank December 2003 - May 2013
Community National Bank 2000 - 2003
Community National Bank 1998 - 2000
Skills
Bank Secrecy Act, Banking, Compliance, Policy, Retail Banking, Training, Coaching, AML, Consumer Lending, Loans, Risk Management, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending
Education
University of Northern Iowa 1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching
Lincoln Savings Bank September 2001 - Present
Skills
FHA, Financial Structuring, USDA, Insurance, Finance
Education
University of Iowa 1986 — 2009
Bachelor of Arts (B.A.), Economics
Buena Vista University 1984 — 1986
Lincoln Savings Bank July 2015 - Present
Wells Fargo November 2013 - July 2015
Wells Fargo February 2011 - November 2013
Wells Fargo May 2010 - February 2011
Schwans Home Food Svc August 2007 - May 2010
Skills
Banking, Customer Service, Consumer Lending, Loans, Retail Banking, Microsoft Office, Team Building
Education
University of Northern Iowa 2003 — 2007
Bachelor's degree, Biology/Biological Sciences, General, 3.6