Mechanics Bank
Mechanics Bank is a community banking financial institution headquartered in Walnut Creek, California. It was founded in 1905 and serves markets in Northern California. It operates in the San Francisco Bay and Sacramento areas. The bank has over $3.5 billion in assets and over 500 associates at 30 retail branches. Headquarters: Richmond, California, United States Founded: 1905, Richmond, California, United States Number of locations: 30 Subsidiaries: CRB Auto, Inc, Mechanics Bank, Asset Management Arm
Mechanics Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mechanics Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Mechanics Bank Salaries. You can even request information on how much does Mechanics Bank pay if you want to. Learn about salaries, pros and cons of working for Mechanics Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
401 Mechanics Bank employees in database. Find out everything there's to know about Mechanics Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Mechanics Bank Employees
Mechanics Bank January 2009 - Present
Napa Valley Adult Education January 2008 - May 2010
Colorado Grande Casino 2005 - 2006
CDI Information Services January 1999 - January 2001
CDI Information Services January 1998 - January 1999
CDI April 1997 - January 1998
US Navy October 1978 - February 1997
Skills
Team Building, Strategic Planning, Account Management, Budgets, Financial Analysis, New Business Development, Vendor Management, Customer Service, Microsoft Office, Banking, Project Management, Process Improvement, Change Management, Coaching, Risk Management, Human Resources, Loans, Leadership, Analysis, Program Management, Operations Management, Management
Education
NTTC Keesler Air Force Base 1986 — 1987
3/4 MS, Telecommunication & Computer Systems
Sonoma State University 1974 — 1975
BA, Psychology
University of Southern California 1971 — 1972
Public Administration
Colorado Mesa University 1969 — 1971
AA, History
Mechanics Bank June 2015 - Present
Mechanics Bank May 2015 - June 2015
Mechanics Bank March 2015 - May 2015
Mechanics Bank June 2014 - February 2015
Mechanics Bank April 2014 - June 2014
Mechanics Bank June 2012 - April 2014
Mechanics Bank December 2011 - June 2012
Mechanics Bank June 2010 - December 2011
Mosaic Sales Solutions June 2009 - February 2011
California State University, Sacramento September 2009 - May 2010
Skills
Customer Service, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Marketing, Public Speaking, Banking, Sales, Leadership, Team Leadership, Access, Salesforce.com, Teamwork, Financial Analysis, Research, Public Relations, Retail, Leadership Development, Sales Management, Marketing Strategy, Accounting, Coaching, Nonprofits, Facebook, Customer Satisfaction, Recruiting, Management, Social Media Marketing, Market Research, Account Management, Time Management, Social Networking, Fundraising, Small Business, Risk Management, Blogging, Finance, Small Business Lending, Change Management, Team Building, Networking, Budgets, Strategic Planning, Analysis, Data Analysis
Education
California State University-Sacramento 2008 — 2011
BS, Business Administration-Entrepreneurship
Concord High School 2001 — 2005
Umpqua Bank April 2014 - Present
Umpqua Bank July 2013 - Present
Umpqua Bank April 2011 - Present
Mechanics Bank June 2010 - April 2011
Mechanics Bank August 2007 - June 2010
Greater Bay Bank March 2006 - August 2007
Bank of Agriculture & Commerce/ECC Bank July 2002 - March 2006
Westamerica Bank May 1999 - 2002
Wells Fargo June 1993 - May 1999
Skills
Specialty lending - I..., Loans, Commercial Lending, Commercial Banking, Small Business Lending, Asset Based Lending, Credit Analysis, Commercial Mortgages, Banking, Credit, Lines Of Credit, Underwriting, Credit Risk, Treasury Management, Retail Banking, Portfolio Management, SBA, New Business Development, Finance, Financial Statement..., Working Capital..., Deposits, Financial Analysis, Consumer Lending, Mortgage Lending, Commercial Real Estate, Loan Origination
Education
Pacific Coast Banking School, University of Washington 2009 — 2011
Masters-Level, Banking
California State University-Fresno 1990 — 1995
Finance
ESPN September 2013 - Present
KBYU Eleven News January 2013 - April 2013
Comcast Sportsnet Bay Area May 2012 - August 2012
Mechanics Bank June 2008 - August 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, PowerPoint
Education
Brigham Young University 2009 — 2013
Bachelor of Arts (B.A.), Broadcast Journalism
Mechanics Bank May 2015 - Present
City National Bank February 2009 - May 2015
Wachovia Wealth Management, Inc. February 2008 - February 2009
First Republic Bank February 2005 - February 2008
Wells Fargo Bank, Union Square, San Francisco February 2003 - February 2005
Citi June 1999 - December 2002
Skills
Team Building, Microsoft Office, Loans, CRM, Business Development, Banking, Commercial Banking, Financial Services, Management, Credit Analysis, Treasury Management, Private Equity, Mergers & Acquisitions, Marketing Strategy, Marketing, Lines Of Credit, Commercial Lending, Credit, Cash Management, Private Banking, Wealth Management, Small Business, Small Business Lending, Real Estate
Education
State University of New York Empire State College 2007 — 2010
Business, Management and Economics, Business, Management and Economics
Chapman University 2006 — 2007
CTP, Certified Treasury Professional
Dublin Institute of Technology 1995 — 1999
Architecture, Architecture
National Cooperative Bank January 2014 - Present
Travis Credit Union July 2009 - August 2013
Mechanics Bank May 2005 - August 2008
Bank of the West December 2003 - May 2005
Skills
Finance, Loans, Credit Analysis, Credit, Underwriting, Commercial Lending, Financial Risk
Education
California State University-Hayward
Master of Business Administration (MBA), Finance
California State University-Sacramento
Bachelor of Science (BS), Business - Marketing
City of Concord April 2015 - Present
Bank of Marin September 2012 - Present
Rotary Club of Oakland #3 October 1984 - Present
Mechanics Bank May 1999 - February 2012
Mechanics Bank May 2003 - August 2006
Sanwa Bank of Californina October 1997 - May 1999
Westamerica Bank 1992 - 1993
US Bank (through acquisition of Concord Commercial Bank) August 1987 - February 1992
Security Pacific Bank November 1973 - July 1987
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Commercial Mortgages, Credit Risk, Credit Analysis, Loans, Small Business, Mortgage Lending, Commercial Real Estate, Lines Of Credit, Real Estate, Risk Management, Strategic Financial..., Middle Market, Management, Portfolio Management, Underwriting, Financial Analysis, Treasury Management, Loan Origination, Asset Based Lending, Consumer Lending, Cash Management, Investments, Finance, Financial Services, Relationship Management, Financial Risk, Retail Banking, Financial Structuring, SBA, Structured Finance, Private Banking, Construction Loans, Refinance, Asset Management, Small Business Lending, Real Estate Financing, Real Estate Economics, Bonds, Wealth Management, Mortgage Banking, Due Diligence, Valuation, Securities, Executive Management
Education
California State University-Northridge 1969 — 1973
BA
UC Davis Medical Center September 2014 - May 2015
UC Davis Jail Psychiatric Services at Sacramento County Jail & Rio Cosumnes Correctional Center August 2013 - May 2014
Office of Congressman Ami Bera May 2013 - August 2013
Opening Doors, Inc. September 2012 - May 2013
Mechanics Bank May 2005 - December 2012
Skills
Social Services, Mental Health, Case Management, Crisis Intervention, Motivational..., Care Coordination, Risk Assessment, Mindfulness Based..., Social Policy, Cultural Competency, Nonprofits, Microsoft Office, EMRs, Victims Of Crime, Cognitive Therapy, Psychology, Psychosocial, Stem Cell Transplant...
Education
California State University-Sacramento 2013 — 2015
Master of Social Work (M.S.W.), Social Work
California State University-Sacramento 2011 — 2013
Bachelor of Arts (BA), Social Work
Sacramento City College 2003 — 2010
Associate of Arts (AA), Sociology
Sacramento City College 2003 — 2010
Associate of Arts (AA), Social Sciences
Exchange Bank November 2014 - Present
Mechanics Bank September 2005 - October 2014
Silicon Valley Bank June 1998 - August 2005
IBM January 1996 - June 1998
Skills
Commercial Lending, Credit Analysis, Private Banking, Real Estate Lending, Wine & Spirits Industry, Asset Based Lending, Agricultural Lending, Commercial Lines, Acquistion, Equipment Loans, Early-stage Startups, Small Business Lending, Mergers & Acquisitions, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Risk Management
Education
San Jose State University 1995 — 1998
Bachelor of Business Administration (BBA), Finance and Investments
Cabrillo College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Soquel High
Mechanics Bank June 2010 - Present
Skills
Customer Service, Communication, Retail Banking, Organization, Creative Strategy, Teamwork, Listening to customers, Note Taking, Customer Satisfaction, Banking
Education
University of California, Berkeley 2010 — 2013
Berkeley City College
Marketing and Communications
Mechanics Bank September 2013 - Present
Stonegate Mortgage Corporation October 2012 - August 2013
Huntington National Bank February 2005 - September 2012
Huntington National Bank August 1997 - February 2005
Associates Financial Services Co., Inc May 1992 - August 1997
Skills
Mortgage Lending, Credit, Loans, Banking, Portfolio Management, Risk Management, Fundraising, Lines Of Credit, Consumer Lending, Loan Origination, Underwriting, Mortgage Banking, Credit Analysis, Refinance, Branch Management, Management, Construction Loans, Credit Risk, Cross Selling, FHA, FHA financing, Finance, Financial Risk, Government Loans, Home Equity Lines of..., Home Equity Loans, Insurance, Investment Properties, Mortgage Underwriting, Residential Mortgages, Retail Banking, Sales, USDA, VA loans, VA Loans, FHA Financing
Education
Capital University
Master of Business Administration (M.B.A.), Executive
Ohio State University
Bachelor's Degree, Broadcast Journalism
Mechanics Bank January 2014 - Present
Mechanics Bank May 2011 - January 2014
Skills
Credit, Mortgage Lending, Customer Service, Team Building, Loans, Team Leadership, Banking, Branch Management, Microsoft Office, Consumer Lending, Home Equity Loans, Mortgage Banking, Retail Banking, Branch Banking, Lines Of Credit, Notary Public, Teller Operations, Credit Cards, Management, Leadership, Sales, Coaching, Retirement Planning, Training, Risk Management, Financial Analysis, Small Business Lending, Banking Relationships
Education
Ashland University
Master's degree, MBA
Cuyahoga Community College 2006 — 2008
Associate of Science (A.S.), Veterinary Medicine
Miami University 2003 — 2006
Bachelor's degree, Psychology
FINCA International August 2015 - Present
FINCA International October 2013 - Present
Institute of International Education April 2012 - August 2013
Conservation International August 2011 - December 2011
Organization of American States January 2011 - May 2011
Brigham Young University January 2010 - December 2010
Mechanics Bank 2006 - 2007
Skills
Stata, Research, International..., International Relations, Policy Analysis, French, Nonprofits, Microsoft Office, Leadership Development, Politics, Political Science, Public Policy
Education
Brigham Young University 2006 — 2011
Bachelor, International Relations, French Studies
Mechanics Bank March 2005 - Present
Downey Savings July 2003 - March 2005
Wells Fargo September 2002 - July 2003
Skills
Customer Service, PowerPoint, Banking, Outlook, Microsoft Office, Access, Microsoft Word, Financial Analysis, Microsoft Excel, Data Analysis, Leadership, Team Building, Teamwork, Event Planning, Team Leadership, Management, Business Analysis
Education
Cal State Hayward 2009 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Contra Costa College
The No Nonsense Assistant January 2010 - Present
Private Residence May 2008 - Present
Mechanics Bank 2013 - 2015
Mechanics Bank 2013 - 2015
Mechanics Bank 2013 - 2015
Mechanics Bank 2013 - 2015
Mechanics Bank 2013 - 2015
Mechanics Bank 2013 - 2015
Mechanics Bank 2013 - 2015
Conrad Foundation 2010 - 2011
Skills
Personal Shopping, Travel Arrangements, Office Administration, Research, Confidentiality, Calendaring, Concierge Services, Cooking, Copying, Organization &..., Event Planning, Errand Running, Travel Planning, Waiting, Personal Support, Administrative..., Property Management, Hiring, Outlook, Management, Office Management, Administrative...
Education
California State University-East Bay
BS, Business Administration
Mechanics Bank January 2012 - Present
Napa Community Bank February 2008 - January 2012
Guaranty Bank October 2003 - January 2008
Skills
Commercial Banking, Banking, Lines Of Credit, Portfolio Management, Credit Analysis, New Business Development, Real Estate, Commercial Mortgages, Financial Analysis
Education
Boston University 2000 — 2001
Master of Science (M.S.), Financial Economics
Sonoma State University School of Business and Economics 1992 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Environment Control January 2009 - Present
Mechanics Bank July 2006 - May 2008
1st United Services Credit Union July 2004 - July 2006
Bank of Walnut Creek May 2002 - July 2004
Bank of Walnut Creek July 1998 - July 2002
Skills
Employee Relations, Outlook, Microsoft Excel, Access, Human Resources, Employee Benefits, HRIS, Training, Recruiting, Benefits Administration
Education
University of California, Berkeley 2002 — 2004
Human Resources
California State University-East Bay 2000 — 2001
Training Administration
Commonfund July 2012 - Present
Leukemia & Lymphoma Society Team in Training May 2005 - October 2014
Broadbill October 2010 - January 2012
Bank of America/Merrill Lynch February 2006 - October 2010
New World Asset Management September 2004 - September 2005
Montgomery Asset Management April 1995 - June 1997
Stratford Advisory Group January 1992 - March 1995
Larrabee Ventures, Inc. June 1989 - October 1990
Roxbury Capital Management June 1987 - June 1989
Mechanics Bank January 1985 - June 1986
Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation
Education
Clark University 1985 — 1987
MBA, Marketing
Clark University 1982 — 1986
BA, Mathematics
Uber August 2015 - Present
Hayward Adult Probations Dept November 2014 - March 2015
Alameda Unified School District September 2014 - October 2014
Mechanics Bank July 2013 - June 2014
Mechanics Bank July 2010 - June 2013
Wells Fargo July 2006 - January 2010
Skills
Banking, Retail Banking, Customer Service
Education
Contra Costa College 2013 — 2016
Associate's degree with Transfer Degree, Criminal Justice and Corrections
Umpqua Bank December 2014 - Present
Mechanics Bank July 2010 - March 2014
NAIOP 2010 - 2013
Mechanics Bank March 2010 - June 2010
Mechanics Bank October 2008 - June 2010
Mechanics Bank May 2008 - December 2008
City National Bank April 2006 - May 2008
US Bank September 2003 - April 2006
Bank One August 2001 - September 2003
U.S. Bank December 1997 - August 2001
Skills
Small Business Lending, Banking, Loans, Commercial Lending, Retail Banking, Credit Analysis, Commercial Banking, Commercial Mortgages, Real Estate Economics, Credit, Due Diligence, Refinance, Real Estate, Portfolio Management, Investment Banking, Lines Of Credit
Education
Pacific Coast Banking School at the University of Washington 2009 — 2011
Graduate 2011, Masters-Level: Banking
California State University-Sacramento 1984 — 1987
BS, Business Administration
Westamerica Bank November 2012 - Present
Mechanics Bank December 2009 - September 2012
JP Morgan Private Wealth Management January 2005 - November 2009
Huntington Bank January 1999 - January 2005
Old Kent Bank January 1996 - January 1999
Comerica Bank January 1994 - January 1996
Skills
Investment Management, Banking, Financial Analysis, Trust Administration, Sales Management, Strategic Planning, Public Speaking, Asset Management, Business Development, Cash Management, Credit Analysis, Finance, Estate Planning, Financial Risk, Financial Services, Investments, Loans, Mortgage Lending, Private Banking, Real Estate, Relationship Management, Retail Banking, Risk Management, Small Business Lending, Strategic Financial..., Wealth Management, Portfolio Management
Education
Central Michigan University 1976 — 1980
Bachelor of Science (BS), Business Administration
Central Michigan University
BS, Business Administration
Grand Valley State University
Environment Control Building Maintenance January 2009 - July 2013
Mechanics Bank July 2006 - May 2008
1st United Services Credit Union July 2004 - July 2006
Bank of Walnut Creek July 1998 - July 2002
Bank of January 1998 - January 2002
Skills
Benefits, Orientation, Policy, Administration, Performance Appraisal, Workers Compensation, Employee Handbooks, Benefit Administration, Employee Relations, Coaching, Change Management, Performance Management, Leadership Development, HRIS, Talent Management, Benefits Administration, HR Policies, Word, Employee Engagement, Organizational..., Onboarding, FMLA, Employment Law, Employee Benefits, Microsoft Office, Customer Service, Compliance, Hiring, Interviewing, Talent Acquisition, Budgeting, Recruiting, Payroll, New Hire Orientations, Personnel Management
Education
City University 2011 — 2011
University of California, Berkeley 2003 — 2004
Human Resource Management Certificate, Human Resources
UC 1999 — 2000
Training and Development Certificate, Human Resources
De Anza College
Coursework, Human Relations
American Institute of Banking
California State University
Ohlone College
Mechanics Bank March 2010 - Present
Skills
Banking, SPHR, Performance Management, Recruiting, Human Resources, Risk Management, Customer Service, Microsoft Office, Personnel Management, Credit, Accounting, Leadership, Team Building, Employee Benefits, Employee Relations, Management, Payroll, FMLA, Onboarding, Labor Relations, Succession Planning, Coaching, New Hire Orientations, Deferred Compensation
Education
Ashland University 2009 — 2013
Master of Business Administration (M.B.A.), Specialization in Human Resources
Franklin University 1989 — 1993
Bachelor, Mechanical Engineering
North Central State College 1985 — 1989
Associates, Mechanical Engineering
USAA October 2013 - Present
Mechanics Bank July 2011 - October 2013
US Bank August 2009 - August 2011
Washington Mutual June 2004 - May 2009
Skills
Customer Service, Small Business, Selling, Finance, Loans, Financial Services, Credit, Banking, Mortgage Lending, Sales, Team Building, Strategic Planning, Coaching, Sales Management, Real Estate, Financial Analysis, Small Business Lending, Leadership, Management, Investments, Business Development, Marketing, Business Planning
Education
American River College 2006 — 2011
Associates Degree, Business
Teen Challenge January 2015 - Present
International Christian Center November 2014 - Present
Ginger Hohm Productions January 2009 - Present
Mojo Video 2015 - 2015
Mechanics Bank January 2004 - December 2014
Skills
Banking, Financial Risk, Retail Banking, Bank Secrecy Act, Process Improvement, Microsoft Word, Cash Management, Commercial Banking, Risk Management, Financial Services, Team Leadership, Management, Analysis, Coaching, Corporate Finance
Education
Diablo Valley College 2005 — 2006
Certification, General Studies
Town of Thompson January 2004 - Present
Community National Bank September 2000 - June 2003
Bank of Boston March 1982 - January 2000
Mechanics Bank 1982 - 1992
Mosely Hallgarten and Weeden 1980 - 1982
Skills
Retail Banking, Policy, Customer Service, Strategic Planning, Risk Management, Budgets, Microsoft Office, Public Speaking, Microsoft Excel, Public Relations, Banking, Commercial Lending, Real Estate, Team Building, Coaching, Research, Management, Project Management, Asset Management, Microsoft Word
Education
Stonier National Commercial Banking School 1989 — 1991
Colby College 1970 — 1974
Env Science/Economics
Mechanics Bank February 2011 - Present
Karyn Charm Design 2003 - February 2011
EMC Creative 2006 - 2008
EMC Creative 2006 - 2008
EMC Creative 1995 - 2002
Skills
Marketing, Graphic Design, Photoshop, Creative Direction, Illustrator, Advertising, Strategy, Direct Mail, Project Management, InDesign, Brochures, Management, Logo Design, Email Marketing, Graphics, Newsletters, Adobe Creative Suite, Corporate Branding, Marketing Communications, Integrated Marketing, Social Media
Education
San Jose State University 1992 — 1994
BS, Advertising, Creative Writing
Diablo Valley College 1989 — 1992
AA
The Newsletter Guy 1981 - Present
and author of "Images of America: Pinole." March 2008 - Present
Mechanics Bank 1982 - November 2012
National Speakers Association 1998 - 2010
Vallejo Times-Herald July 1978 - March 1981
The New York Post January 1977 - February 1978
The Norwalk Hour December 1972 - June 1976
Norwalk Community College August 1974 - May 1976
Skills
Publishing, Newspapers, Nonprofits, Non-profits, Coaching, Press Releases, Media Relations, Internal Communications, Newsletters, Public Speaking, Public Relations, Marketing, Small Business, Leadership Development, Editing, Program Management, Books, Executive Coaching, Leadership, Strategic Planning, Change Management, Published Author, Training, Management, Creative Writing, Photography, Interviews, Social Networking, Sales, Feature Articles
Education
Bradley University 1972 — 1974
B.A., Journalism, Political Science, History
Norwalk Community College 1967 — 1971
A.A. degree
Mechanics Bank March 2014 - Present
Mechanics Bank January 2014 - Present
Wells Fargo June 2006 - January 2014
Skills
Loans, Team Management, Branch Management, Commercial Banking, Deposits, Sales, Credit, Cross Selling, Consumer Lending, Small Business Lending, Credit Analysis, Finance, Portfolio Management, Commercial Lending, Management, Financial Analysis, Customer Service
Education
American River College
Cornerstone Rehabilitation July 2008 - December 2014
Mechanics Bank October 2004 - July 2007
US Navy August 1984 - October 2004
Skills
Security, Management, Information Assurance, Military, Military Experience, Military Operations, Operational Planning, Command, Program Management, Defense, DoD, Navy, Aviation
Education
Delta State University 2012 — 2016
Bachelor of Science (B.S.), Athletic Training/Trainer
GNC January 2012 - April 2013
Mechanics Bank September 2010 - March 2011
Contra Costa County January 2008 - July 2010
Skills
Customer Service, Public Speaking, Creative Problem Solving, Democracy, Elections, Campaigns, Nonprofits, Statistics
Education
Los Medanos College 2013 — 2014
Currently attending, Psychology, 3.802
Diablo Valley College 2014 — 2015
Political Science and Government, 3.916
Bethsaida Community Inc August 2015 - Present
The Arc Quinebaug Valley June 2015 - Present
Putnam Bank September 2013 - Present
The Arc Quinebaug Valley June 2013 - Present
Deary Memorial Cancer Committee August 2003 - Present
The Three C's January 1998 - Present
Putnam Bank November 1993 - Present
Habitat for Humanity of NECT January 2003 - June 2013
Mechanics Bank March 1981 - November 1993
Skills
Security, Microsoft Office, Loans, Banking, Troubleshooting, Disaster Recovery, Active Directory, DHCP, VPN, IT Management, Windows, Marketing, Sales, Customer Service, Social Networking, Leadership, Management, Marketing Strategy, Team Building, Nonprofits
Education
Anna Maria College 1988 — 1992
Master of Business Administration (M.B.A.)
Worcester State College 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Education and Pychology
Flexera Software June 2011 - Present
Great American Insurance January 2011 - May 2011
Mechanics Bank July 1998 - October 2010
Skills
Microsoft Office, Windows, XP, Troubleshooting, Active Directory, Microsoft Excel, PowerPoint, Laptops, Microsoft Word, Customer Service, Outlook, Visio, Access, Databases, Photoshop, Project Management
Education
Heald College 2008 — 2011
Applied Science, Information Technology
Diablo Valley College 2004 — 2006
Mechanics Bank August 2006 - June 2013
Skills
Notary Public, Banking, Commercial Banking, Commercial Lending
Education
Diablo Valley College
Mechanics Bank March 2015 - Present
Mechanics Bank 2008 - Present
Mechanics Bank 2008 - 2010
Skills
Small Business Lending, Community Engagement, Financial Analysis, Operations Management, Business Development, Risk Management, Credit, Customer Service, Banking, Loans, Program Management, Consumer Lending, Finance, Management, Credit Analysis
Education
California State University-Chico
Business Administration- Financial Services
Sierra-Cedar May 2013 - Present
Avian Sanctuary and Protection October 2012 - October 2013
Workday July 2012 - May 2013
Workday February 2012 - July 2012
Workday January 2011 - July 2012
Chevron May 2010 - August 2010
Delta Sigma Pi June 2009 - December 2009
Mechanics Bank October 2005 - April 2008
Skills
Adobe Creative Suite, Workday, SharePoint, Microsoft Office, Photoshop, Business Process, PowerPoint, Excel, Word, Customer Service, Public Speaking, Customer Relations, Problem Solving, Event Planning, Outlook, Business Analysis, Team Leadership, Teamwork, Salesforce.com, Research, Windows, HTML, Access, Coaching, Writing, Mentoring, Planning, SAP, Social Media, Program Management, Strategic Planning, Team Building, Microsoft Excel, Microsoft Word, MS Project, PMP, Process Improvement, Integration, Visio, Project Management, ERP, Leadership, SaaS, SQL, Enterprise Software, Time Management, Management, Budgets, Data Analysis, Leadership Development
Education
Harvard University 2013 — 2019
Master's degree, Management Information Systems
Villanova University 2011 — 2011
Project Management
California State University-Chico 2008 — 2011
BS, Management; Project Management
American River College, Sacramento 2006 — 2008
Associates Degree, Liberal Arts
Oak Ridge 2002 — 2006
High School Diploma
Mechanics Bank 1995 - Present
Union Bank 1990 - 1994
Education
Columbia University - Columbia Business School
MBA, Marketing and Finance
University of California, Berkeley
BA, French
Bank of the West May 2015 - Present
Mechanics Bank May 2010 - October 2014
Wells Fargo August 2009 - May 2010
Charles Schwab November 2006 - February 2009
Wells Fargo & Co May 2003 - May 2006
Charles Schwab 2001 - 2003
Charles Schwab 1997 - 2001
Skills
Business Analysis, Project Management, Data Analysis, Process Improvement, Vendor Management, Banking, Program Management, Management, Analysis, Leadership, Business Process, Business Strategy, Databases, Budgets, Product Management, Strategy, CRM
Education
University of California, Berkeley 2005 — 2007
Colorado State University-Pueblo
BSBA
Niwot High School
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Mechanics Bank September 2014 - Present
Mechanics Bank August 2012 - September 2014
Mechanics Bank January 2007 - August 2012
Bank of Walnut Creek January 1998 - December 2006
Bank of Walnut Creek January 1996 - December 1997
Citibank, F.S.B October 1994 - December 1995
Citibank N.A. December 1988 - September 1994
Wells Fargo Bank N.A. June 1987 - November 1988
Skills
Banking, Commercial Banking, Portfolio Management, Risk Management, Cash Management, Treasury Management, Accounting Management, Finance, Analysis, CRM, Financial Services, Retail Banking, Financial Analysis, Management
Education
Cal State East Bay 2011 — 2014
Bachelor of Science in Business Administration, Corporate Management and Finance, 3.8
Diablo Valley College 1996 — 2011
Associate's Degrees, Business, Accounting and Liberal Arts, 3.8
Pacific Coast Bankers School 1999 — 2002
Chicago Title Company April 2015 - Present
Old Republic Title Company July 2013 - April 2015
Mechanics Bank January 2010 - July 2013
Placer Financial Group November 1998 - January 2010
Maloof Sports & Entertainment 1996 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Banking, Commercial Lending, Commercial Real Estate, Financial Analysis, Investment Properties, Investments, Real Estate, Real Estate Transactions, Sales
Education
California State University-Sacramento 1995 — 2000
TLB Insurance Services May 2015 - Present
Victoria's Secret September 2012 - March 2015
Forever 21 January 2010 - September 2011
Mechanics Bank May 2009 - January 2010
Sears, Roebuck & Co July 2009 - November 2009
Aeropostale November 2008 - April 2009
Gap Inc./Old Navy September 2005 - October 2008
Skills
Sales Management, Training, Sales, Merchandising, Visual Merchandising, Staff Development, Operations Management, Loss Prevention, Human Resources, Payroll, Store Management, Retail, Customer Service, Retail Sales, Inventory Management, Store Operations, Apparel, Leadership, Inventory Control, Marketing, Data Entry, Sales Operations, Administrative..., Office Administration, Customer Satisfaction, Customer Relations, Customer Retention, Customer Experience, Coaching, Strategic Planning, Team Building, Team Leadership, Team Management, Teamwork, Project Management, Project Planning
Education
Diablo Valley College
Business
Bank of the West August 2015 - Present
Bank of the West July 2012 - July 2015
JP Morgan Chase & Co. June 2011 - July 2012
Mechanics Bank December 2008 - June 2011
Skills
Wealth Management, Banking, Loans, Commercial Banking, Retail Banking, Relationship Management, Cash Management, Sales, Risk Management, Consumer Lending, Private Banking, Treasury Management, Operations Management, Deposits, ACH
Education
Pacific Coast Banking School 2014 — 2016
California State University-Chico
B.S., Business Administration
Mechanics Bank March 2015 - Present
Mechanics Bank November 2013 - March 2015
Mechanics Bank February 2007 - November 2013
Wells Fargo April 2004 - February 2007
Movilnet May 1998 - August 2001
Skills
Spanish, Customer Service, Business Development, Operations Management, Banking, Retail, Financial Analysis, Project Management, Budgets, Management, Strategic Planning, Leadership, Marketing, Nonprofits, Program Management, Team Building
Education
Universidad Fermín Toro 1998 — 2002
Bachelor in Business Administration
CT Corporation August 2013 - Present
Mechanics Bank April 2009 - July 2013
Mechanics Bank June 2006 - April 2009
Bank of America May 2003 - June 2006
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Lotus, Salesforce.com, FIIS, Investments, Financial Services, Wealth Management, Customer Service, Sales, Microsoft Office, Lotus Notes, Banking, Trust Services, Bank Secrecy Act, Private Banking, Wealth Management..., Administrative..., Investment Management, Team Leadership, Finance, Trust Management, Business Analysis, Budgets, Corporate Trust
Education
Chabot College 2012 — 2015
Bachelor of Business Administration (B.B.A.)
Charles Schwab June 2015 - Present
Independent Consultant (self employed) January 2012 - May 2015
Wells Fargo October 2014 - January 2015
Schaffer&Combs February 2014 - September 2014
Mechanics Bank September 2013 - February 2014
Moody's Analytics May 2013 - September 2013
BAYADA Home Health Care September 2012 - March 2013
The Training Associates April 2012 - August 2012
The SANS Institute February 2012 - April 2012
Peace Corps 2010 - 2012
Skills
Training & Development, Training Delivery, Sales Presentations, Instructional Design, Strategic Planning, Presentation Development, Performance Consulting, Product Development, Software Implementation, Team Building, Program Development, Strategic Consulting, Client Services, Microsoft Office, Research, Presenter, Tactical Planning, Client Relationship..., Online Training, Software Training, Community Development, Youth Development, International..., Non-profits, Community Health, Program Design, Volunteer Management, Program Management, CRM, Strategy, Workshop Facilitation, Management, Fundraising, Leadership, Nonprofits, Employee Training, Financial Services, Training
Education
California State University-Hayward
MS, Educational Psychology
California State University-Sacramento
BA, Psychology
Keller Williams Realty, Inc. August 2015 - Present
Baniqued Notary Services January 2011 - Present
Pinnacle Capital Mortgage Corp April 2014 - April 2015
Mechanics Bank May 2012 - March 2014
Mechanics Bank May 2007 - April 2011
Bank of America October 2005 - May 2007
Photo Magic Studios January 2002 - June 2006
Skills
Banking, Loans, Mortgage Lending, Financial Services, Credit, Investments, Mortgage Banking, Loan Origination, Residential Mortgages, Notary Public, Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Sales, Small Business, Microsoft Office, Retail Banking, Home Equity Loans, Business Development, Leadership, Customer Service, Financial Analysis, Real Estate Financing, VA Loans, FHA financing, Government Loans, Strategic Financial..., Credit Cards, Loan Servicing, Community Engagement, Financial Structuring, Real Estate Economics, Reverse Mortgages, Finance, FHA, Management, Refinance, Relationship Management, Private Banking, Real Estate, Investment Properties
Education
Contra Costa College
Educational Leadership and Administration, General
Herzing University-Madison
Medical Office Management/Administration
San Jose State University
Major in Business Management with Minor in Psychology
Homefield Credit Union March 2013 - Present
Anna Maria College December 2011 - March 2013
Eastern Bank December 1986 - January 2012
Eastern Bank 1986 - January 2012
New England College of Finance 1989 - 1995
M-Tech April 1984 - December 1986
Multibank Financial January 1983 - April 1984
Mechanics Bank May 1981 - April 1984
Skills
Organizational..., Team Leadership, Strategic Leadership, Banking, Community Banking, Banking Technology, IT Management, Retail Banking, Correspondent Banking, Government Banking, Mortgage Banking, Staff Development, Strategic Planning, Administration, New Business Development, Risk Management, Commercial Banking, Mergers, Business Strategy, Process Improvement, Organizational..., Change Management, Operations Management, Management, Mergers & Acquisitions, Management Consulting, Leadership, Business Process..., Vendor Management, Cash Management, Leadership Development, Marketing, Enterprise Software, Program Management, Business Planning, Finance, Strategy, Financial Services, Credit, Loans, Project Management
Education
University of Pennsylvania 2012 — 2014
Leave of Absence - D.Ed. (program), Higher Education Management
Harvard Business School 2001 — 2001
TGMP, The General Mgmt Program
ABA - Stonier Graduate School of Banking 1994 — 1997
Graduate, Banking
Harvard University- Extention School 1983 — 1985
CSS, Administration & Mgmt (Quantitative Studies)
Anna Maria College 1981 — 1983
MBA, Management
Anna Maria College 1977 — 1983
BA, Biology
Nipmuc RHS 1973 — 1977
Diploma, College Prep Degree
Missoula Federal Credit Union January 2013 - Present
Mechanics Bank December 2010 - March 2012
Mechanics Bank September 2010 - December 2010
Mechanics Bank August 2009 - September 2010
Tri Counties Bank June 2007 - November 2008
Skills
Customer Service, Databases, Banking, Microsoft Office, PowerPoint, Access, Photoshop, Server Administration, System Administration, Windows Server 2008,..., DHCP, DNS Management, Hyper-V, Print Servers, Networking, Remote Server..., WSUS, Help Desk Support, Administrative Support, Information Security..., Internet Security, Change Management, Remote Access, Computer Imaging, Trend Micro Anti-Virus, Operating Systems, Windows, Internet Banking, Business Analysis, Business Impact Analysis, Risk Management, Information Systems..., Troubleshooting, Word, Excel, Problem Solving, Risk, Research, Teamwork, Customer Relations, Time Management, Active Directory
Education
California State University-Chico 2004 — 2008
Bachelor’s Degree, Applied Computer Graphics
Mechanics Bank February 2014 - Present
Mechanics Bank March 2012 - February 2014
JE Talent February 2011 - May 2011
City of Hercules June 2009 - May 2010
UC Berkeley August 2007 - March 2009
Tickets.com February 2006 - March 2007
Skills
Public Speaking, Sales, Customer Service, Team Leadership, Microsoft Word, Call Centers, Help Desk Support, IT Operations, Interpersonal..., Citrix Metaframe, Active Directory, Ticketing Systems, VDI, Lotus Notes, VMware, Computer Hardware, Networking
Education
San Francisco State University 2009 — 2011
Bachelor’s Degree, Communication, General
Berkeley City College 2004 — 2008
College of Alameda 2004 — 2008
Laney College 2004 — 2008
St. Patrick's - St. Vincent High School 2000 — 2004
High School
Mechanics Bank January 2015 - Present
Mechanics Bank January 2010 - January 2015
Mechanics Bank January 2008 - January 2015
Mechanics Bank September 1999 - January 2015
Mechanics Bank September 1999 - January 2010
KeyBank January 1998 - August 1999
Arcadia Financial January 1997 - January 1998
California Thrift and Loan May 1989 - January 1997
Skills
Great Motivator, New Business Development, Staff Development, Team Building, Program Development, Organizational..., Customer Service, Leadership, Team Management, Management, Sales, Sales Management, Microsoft Office, Loans, Credit, Portfolio Management, Finance, Banking, Risk Management, Commercial Banking, Financial Analysis, Strategic Planning, Strategy, Mortgage Lending, Underwriting, Credit Analysis, Commercial Lending, Consumer Lending, Marketing, Financial Risk, Cash Management, Small Business Lending, Lines Of Credit
Education
Cal State Fullerton 1987 — 1989
Bachelor of Business Administration (BBA), Management, Marketing, Finance
Point Loma Nazarene University 1983 — 1986
Electrical and Electronics Engineering
Mechanics Bank October 2014 - Present
Mechanics Bank December 2011 - September 2014
Mechanics Bank August 2009 - November 2011
The Mechanics Bank September 2008 - July 2009
Wachovia February 2001 - September 2008
IMX February 2000 - February 2001
Redwood Residential Funding May 1999 - January 2000
GMAC RFC January 1997 - April 1999
First Nationwide Mortgage Corporation October 1993 - December 1996
Citibank December 1986 - September 1993
Skills
Loans, Mortgage Lending, Credit Analysis, Management
Education
California State University-East Bay
BA, Human Development
Mechanics Bank June 2005 - Present
Skills
Retail Banking, Banking, Customer Service, Cash Management, Financial Services, Loans, Financial Audits, Financial Analysis, Compliance, Small Business Lending, Management, Lines Of Credit
Education
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Finance, and Operations and Enterprise Resource Management
American Heart Association March 2011 - September 2014
Saint Mary's College of California 2008 - February 2011
UC Berkeley August 2006 - March 2008
UC Berkeley December 2002 - August 2006
Kosloff and Associates July 2000 - December 2002
The Dale Law Firm September 1998 - July 2000
Fitzgerald Abbott & Beardsley LLP January 1998 - July 1998
Mechanics Bank 1991 - 1996
Skills
Planned Giving, Fundraisers, Volunteer Management, Alumni Relations, Gifts, Stewardship, Estate Planning, Philanthropy, Community Outreach, Fundraising, Management, Board Development, Event Planning, Nonprofits, Annual Giving, Grants, Prospect Research, Public Speaking
Education
California State University-East Bay 1997 — 2001
B.A., Human Development
Saint Mary's College of California
Professional, Paralegal
Mechanics Bank June 2014 - Present
Torrey Pines Bank September 2013 - June 2014
Thompson Advisors LLC January 2012 - September 2013
Bank of the West, a BNP Paribas Subsidiary (A France Based Bank) September 2007 - January 2012
HSH Nordbank AG San Francisco Representative Office (A Germany Based Landes Bank) October 2005 - August 2007
Bank of the West, A BNP Paribas Subsidiary (A France Based Bank) March 2002 - October 2005
First Bank 1998 - March 2002
Comerica 1997 - 1998
CitiBank/ Formerly California Federal Bank/ Formerly First Nationwide Bank 1991 - 1997
Skills
Income Property Lending, Senior Housing Lending, Lending Department..., Published Author (CRE..., Marketing and Sales..., Counselor of Real..., Certified Commercial..., Fellow, Royal..., President of The Equity..., President of RE..., Public Presentation..., Power Point..., University teaching..., Business Strategy and..., Portfolio Management, Debt, Credit, Income Properties, Default, Economics, Business Strategy, Real Estate, Senior Housing, Banking, Excel, Word, Outlook, Capital Markets, Credit Analysis, Refinance, Credit Risk, Risk Management, Bonds, Risk, Construction Loans, Origination, Due Diligence, Securitization, Real Estate Finance, Commercial Mortgages, Dispositions, Loan Origination, Negotiation, Work-outs, Retirement Homes, Disposition, Loans, Real Estate Economics, Financial Risk, Commercial Real Estate
Education
The Johns Hopkins University - Carey Business School 2002 — 2003
Certification, Executive Seniors housing and Care Certification Program
California State University-East Bay 1982 — 1990
MBA, Mulit-national Marketing & Finance
Amador High School, Pleasanton, CA 1975 — 1978
High School Diploma, Electronics and Mathematics
First Northern Bank August 2015 - Present
Mechanics Bank June 2013 - August 2015
Bank of the West January 2013 - May 2013
JP Morgan Chase April 2010 - January 2013
First Republic Bank October 2002 - December 2009
Bank of Walnut Creek October 2002 - October 2006
First Commercial Finance January 2001 - September 2002
Working Capital Company 1997 - 1999
Skills
Notary Public, Consumer Lending, Financial Analysis, Mortgage Banking, Commercial Mortgages, Accounts Receivable, Real Estate Lending, Credit Analysis, Loans Administration, Loss Mitigation, Underwriting, Real Estate Economics, Construction Loans, Loan Servicing, Loan Modifications, Residential Mortgages, Analysis, Mortgage Servicing, Credit, Investments, Financial Services, Loans, Mortgage Lending, Banking
Education
UCSB 1988 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Diablo Valley College 2003 — 2004
Accounting
Ygnacio Valley High School 1985 — 1988
Diploma
St. Francis of Assisi 1977 — 1984
San Francisco Federal Credit Union July 2014 - Present
Mechanics Bank November 2013 - July 2014
The Golden 1 Credit Union October 2011 - November 2013
Bank of America March 2006 - September 2011
Skills
Banking, Consumer Lending, Retail Banking, Loans, Mortgage Lending, Lines Of Credit, Training, Management, Small Business Lending, Branch Management, Loan Origination, Credit, Process Improvement, Cash Management, Analysis, Customer Service, Team Building, Mortgage Banking, Refinance, Commercial Banking, Credit Cards, Deposits, Credit Risk, Credit Analysis, Consumer Financing, Sales, Operations Management, Sales Operations, Microsoft Office, Financial Risk, Finance, Leadership, Financial Services, Relationship Management, Branch Banking, Cross Selling
Education
California State University, Fresno 1998 — 2004
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Hewlett-Packard February 2014 - Present
HPM Networks April 2012 - January 2014
Mechanics Bank May 2011 - April 2012
Self Employed May 2001 - April 2011
Skills
Salesforce.com, Customer Service, Account Management, Microsoft Office, Outlook, Business Analysis, Marketing, SAP Business One, Mobile Devices, Business Development, Telecommunications, Entrepreneurship, Virtualization, Networking, Sales, SaaS, Analysis, Process Improvement, Enterprise Software, Sales Operations, Consulting
Education
California State University-Sacramento 2005 — 2007
Coursework Completed, Economics
DeVry University-California 2001 — 2003
Coursework Completed, Electrical and Electronics Engineering
Umpqua Bank May 2013 - Present
Mechanics Bank April 2010 - August 2012
Wells Fargo July 2006 - July 2009
Wells Fargo February 2003 - July 2006
Citi Financial August 2002 - February 2003
Wells Fargo November 1998 - August 2002
Skills
Loans, Banking, Credit, Finance, Management, Accounting, Accounts Payable, Insurance, Financial Services, Cross Selling, Real Estate, New Business Development, Small Business, Small Business Lending, Credit Analysis, Commercial Lending
Education
California State University-Sacramento 1994 — 1997
Bachelor, Business Administration, Finance
Sierra College 1992 — 1994
Associate, Business Administration
The Studio on Liberty June 2015 - Present
Studio Rise May 2014 - Present
Bill Harris Auto Center February 2013 - August 2015
Mechanics Bank August 2012 - January 2013
Ashland University May 2012 - August 2012
Kleshinski,Morrison,Morris CPA January 2011 - April 2012
Summit Benefit Solutions, Inc. April 2011 - February 2012
Ashland University Recreation Center August 2009 - December 2010
Skills
Accounting, Customer Service, Financial Analysis, Budgets, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management
Education
Ashland University 2009 — 2012
Bachelor of Science, Accounting, Finance, 3.625
Bank of Marin February 2014 - Present
Mechanics Bank November 2004 - January 2014
Union Bank of California February 1993 - October 2004
Napa Valley Bank June 1984 - February 1993
Skills
Loans, Commercial Lending, Real Estate, Small Business Lending, Asset Based Lending, Lines Of Credit, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Relationship Management, Construction Loans, Investment Properties, Underwriting, Portfolio Management, Mortgage Lending, Middle Market, Finance, Credit Analysis, Credit, Civic Engagement, Cash Management, Banking
Education
California State University-Sacramento 1978 — 1980
Business, Business Marketing & Communications
Mechanics Bank July 2010 - Present
Stand-up Comics August 1999 - Present
Education
Diablo Valley College 1996 — 1999
City National Bank September 2014 - Present
Mechanics Bank March 2013 - September 2014
Mechanics Bank June 2011 - March 2013
The Federal Home Loan Bank of SF August 2009 - June 2011
First Collateral Services, Inc. (CitiGroup) June 2001 - 2009
Skills
Credit Analysis, Credit Risk, Credit, Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Risk, Commercial Banking, Banking, Portfolio Management
Education
California State University-Northridge 1994 — 1998
Parkside Lending May 2012 - Present
Charles Schwab December 2011 - June 2012
EOS Restaurant & Wine Bar September 2011 - December 2011
HBF Soto JV LLC April 2011 - September 2011
Mechanics Bank June 2007 - April 2009
Comerica Bank October 2001 - June 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Word, Excel, Customer Relations, Problem Solving, Research, Event Planning, Scheduling, Outlook, Windows, Documentation, Organization, Bank Reconciliation, Training, Time Management, Finance, Accounts Payable, Loans, Mortgage Banking
Education
Skyline College
Accounting
California Culinary Academy 2010 — 2011
Certificate, Patisserie and Baking
Mechanics Bank June 2009 - Present
The Mechanics Bank June 2006 - April 2009
Education
Berkeley College
Graham Street Realty LLC June 2014 - Present
Mechanics Bank June 2013 - June 2014
Mechanics Bank January 2012 - May 2013
Mechanics Bank April 2010 - December 2011
Third Wave Partners LLC November 2008 - April 2010
HSH Nordbank AG June 2005 - September 2008
Calyon June 2004 - June 2005
Edgehill Capital Partners, LLC June 2002 - May 2004
Tishman Speyer April 1999 - November 2001
Nomura Asset Capital/Capital Company of America January 1998 - March 1999
Skills
Loans, Commercial Lending, Portfolio Management, Asset Managment, Credit, Capital Markets, Commercial Banking, Loan Origination, Financial Structuring, Investments, Real Estate, Commercial Mortgages, Asset Management, Banking, Commercial Real Estate, Corporate Finance, Credit Analysis, Disposition, Due Diligence, Equities, Mergers & Acquisitions, Mortgage Lending, Real Estate Economics, Real Estate Financing, Restructuring, Syndications, Underwriting, Valuation
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Marketing
Duke University 1985 — 1989
BA, Economics
Somers High School 1981 — 1985
Mechanics Bank July 2011 - Present
Rabobank 2008 - 2010
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Banking, Asset Based Lending, Commercial Mortgages, Credit Risk, Underwriting, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Finance
University of La Verne
Pursuing an MBA, Finance
MassDevelopment July 1998 - Present
Executive Office of Economic Affairs - Massachusetts Office of Business Development July 1994 - July 1998
Federal Deposit Insurance Corporation September 1992 - June 1994
Mechanics Bank 1987 - 1992
Guaranty Bank and Trust Company 1979 - 1987
Skills
Commercial Lending, Finance, Portfolio Management, Non-profits, Banking, Business Development, Loans, Economic Development, Credit, Financial Analysis, Corporate Finance, Community Outreach, Small Business Lending, Small Business, Financial Services, Financial Reporting, Accounting, Commercial Banking, Financial Risk, Access, Nonprofits, Mergers & Acquisitions, Leadership, Due Diligence, Financial Modeling, Strategy, Investment Properties, Managerial Finance, Retail Banking, Commercial Mortgages, Executive Management, Commercial Real Estate, Loan Origination, Insurance, Sales, Business Planning, Mortgage Lending, Credit Risk, Consumer Lending, Relationship Management, Private Equity, Community Development, Cash Management, Credit Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, Finance Concentration
Assumption College 1975 — 1979
Bachelor of Arts (B.A.), Mathematics and Economics
Umpqua Bank June 2015 - Present
City National Bank April 2014 - June 2015
Mechanics Bank December 2011 - March 2014
Mechanics Bank August 2004 - November 2011
Abercrombie & Fitch 2000 - 2001
Skills
Commercial Banking, Loans, Commercial Lending, Credit, Small Business Lending, Lines Of Credit, Retail Banking, Commercial Mortgages, Portfolio Management, Banking, Credit Risk, Mortgage Lending, Credit Analysis, Underwriting
Education
Pacific Coast Banking School 2011 — 2013
Graduate Degree, Banking, Honors
California State University-Sacramento
Wells Fargo Bank October 2007 - Present
Wells Fargo Bank July 2006 - October 2007
Wells Fargo Bank April 2005 - July 2006
Children's Place January 2004 - October 2005
New Millennium Dentistry August 2003 - January 2004
Mechanics Bank June 2002 - May 2003
Education
Contra Costa College
Diablo Valley College
Pinole Valley High School
Darling Consulting Group October 2006 - Present
Mechanics Bank July 2002 - July 2006
St Mary's College of California April 2000 - June 2002
Dickinson College July 1998 - April 2000
Skills
Financial Modeling, Financial Analysis, Risk Management, Credit, Banking, Investments, Microsoft Excel, Bloomberg, Fixed Income, Portfolio Management, Asset Management, Financial Risk, Capital Markets, Derivatives, Credit Risk, Loans, ALM, Enterprise Risk...
Education
Saint Mary's College of California 2000 — 2002
MBA, Finance
Davidson College 1994 — 1998
BA, History
Mechanics Bank April 2009 - December 2014
Washington Mutual March 2007 - December 2008
Washington Mutual September 2003 - February 2007
Morrison & Foerster LLP 1998 - 2003
Bank of America 1994 - 1998
Skills
Bank Secrecy Act, Payment Systems, Banking, OFAC, AML, Risk Management, Loans, Privacy Law, Credit, Corporate Governance, Mortgage Lending, Financial Services, Due Diligence, USA PATRIOT Act, Securities, Fraud, Enterprise Risk..., Mergers, Capital Markets, Securities Regulation, Commercial Lending, KYC, Retail Banking, Credit Cards, Financial Risk, Anti Money Laundering
Education
University of San Diego School of Law 1972 — 1975
J.D.
Claremont McKenna College 1968 — 1972
B.A., Political Science
Mechanics Bank 1997 - Present
John A. Hartog, Inc. (Law Office) 1996 - 1997
Law Offices of Belinda Laird 1991 - 1996
Skills
Trust Services, Estate Planning, Trusts, Wealth Management, Asset Managment, Estate Law, Investment Management, Estate Administration, Notary Public, Investments, Asset Management, Wealth Management..., Estate Tax Planning, Management, Trust Management
Education
Golden Gate University
Bachelors Degree
Cannon Financial Institute / Institute of Certified Bankers (ICB) 2000 — 2004
Trust Administration / CTFA Certification
California State University-East Bay
Paralegal Certification
Mechanics Bank 2008 - Present
US Trust Bank of America Private Wealth Management 2006 - 2008
Union Bank of California 2005 - 2006
Wells Fargo Private Client Services 2001 - 2005
Northern Trust Corporation 1997 - 2001
Education
Boston University School of Law 1995 — 1996
Master of Laws (LLM), Banking and Fianancial Law
Whittier Law School 1991 — 1995
Doctor of Law (JD)
California Polytechnic State University-San Luis Obispo 1989 — 1991
Master of Business Administration (MBA)
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Economics
Mechanics' Bank January 2011 - Present
Bank of the Orient June 2007 - November 2010
Bank Auditors' Roundtable 1999 - 2010
Bank of Marin June 1998 - January 2006
Skills
Banking, Commercial Banking, Risk Management, Retail Banking, Management, Finance, Financial Analysis
Education
California State University-East Bay
BS Finance
Certified Bank Auditor (CBA) - Bank Administration Institute
Pacific Coast Banking School
Webster Five Cents Savings Bank 1994 - Present
Peoples Savings Bank 1988 - 1994
Mechanics Bank 1983 - 1988
Skills
Loans, Credit, Consumer Lending, Customer Service, Banking, Sales, Mortgage Lending, Team Leadership, Staff Development, Customer Oriented, Relationship Management, Needs Analysis, Procedure Development, Office Management, Supervisory Skills, Commercial Banking, Finance, Commercial Lending, Small Business Lending
Education
NE School of Financial Studies 2010 — 2012
Graduate, Bank Management - Strategic Planning
Anna Maria College 1983 — 1987
Bachelor of Business Administration (B.B.A.), Financial Management
Manson Construction December 2007 - Present
Notary Public May 1998 - Present
Hillside Drilling January 2000 - November 2007
Mechanics Bank January 1994 - December 2000
Skills
Accounts Payable, Accounts Receivable, Payroll, Office Management, Management, Invoicing, Construction, Time Management, Process Scheduler, Outlook, Account Reconciliation, Microsoft Excel, Microsoft Word, Data Entry, Supervisory Skills
Education
California State University-East Bay 2008 — 2011
Bachelor of Arts (B.A.), Human Development
Mechanics Bank April 2008 - Present
Bank of Agriculture & Commerce May 2004 - April 2008
Bank of America February 1990 - May 2004
Bank of America January 1986 - July 1990
Bank of America February 1981 - July 1986
Education
California State University-Bakersfield 1970 — 1974
Bachelors, Political Science
National Auto Sport Association (NASA) Nor Cal Region January 1997 - Present
Bank of the West August 2014 - August 2015
Acorn Paper Products, Co. May 2013 - August 2014
Mechanics Bank December 2010 - December 2012
Wachovia, A Wells Fargo Company 2007 - 2010
World Savings 2004 - 2007
Skills
Notary Public, Mortgage Lending, retail banking, Commercial Banking, Loans, Sales, Commercial Lending, Real Estate, Credit, Community Banking, Underwriting, Private Banking, Non-profits, Loan Origination, Portfolio Management, Microsoft Office, Lines Of Credit, Credit Analysis, Customer Service, Wine Tasting, Wine, Automotive, Motorsports, Small Business Lending, Banking, New Business Development, Financial Analysis, Customer Satisfaction, Small Business, Business Development, Packaging, Shipping, Container, Mortgage Banking, Consumer Lending, Retail Banking, Management, Financial Services, Leadership, Finance, Relationship Management, Team Building
Education
CSU Chico 1999 — 2002
BS, Business, Production & Operations Management
Vintage High School
Mechanics Bank January 2008 - Present
Mechanics Bank January 2008 - Present
HandyDan Inc. January 2007 - January 2008
California Pizza Kitchen October 2005 - April 2006
The Mechanic Bank May 2002 - November 2005
Skills
Policy, Employee Relations, Coaching, HRIS, Customer Service, Onboarding, HR Policies, Microsoft Office, Lotus Notes, Employee Engagement, Recruiting, Payroll, New Hire Orientations
Education
California State University-East Bay 2004 — 2006
Bachelor of Arts, Sociology
California State University-Hayward 2004 — 2006
BA, Sociology
Academy of Art University September 2007 - Present
University of San Francisco February 2006 - May 2008
SMG/Oakland Raiders July 2007 - December 2007
Major League Baseball July 2007 - July 2007
Mechanics Bank February 2006 - September 2006
Belmont University January 2004 - December 2005
Education
University of San Francisco 2006 — 2008
Masters, Sport Management
Belmont University 2001 — 2005
Bachelors, Exercise Science and Health Promotion
PT Systems May 2014 - Present
World Financial Group (WFG) August 2011 - Present
Silicon Valley Staffing Group December 2007 - August 2013
Mechanics Bank March 2003 - December 2007
Skills
Motivational..., Social Networking, People Skills, Employee Benefits, Human Resources, HRIS, Recruiting, Training, Customer Service, Employee Relations, Onboarding, Management, Interviews, Sales, Policy, Temporary Placement, Resume Writing, Strategy, Marketing, Applicant Tracking...
Education
Diablo Valley College
Farmers & Merchants Bank of Central California October 2013 - Present
Mechanics Bank January 2009 - May 2013
KeyBank Real Estate Capital April 2005 - December 2008
Bank of the West November 2002 - April 2005
US Bank July 1996 - May 2002
Union Bank of California January 1985 - 1996
Skills
Commercial Lending, Banking, Credit, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Team Leadership, Cross-functional Team..., Strategic Planning, Marketing Strategy, Human Resources, Strategic Hiring, Performance Management, Credit Risk, Change Management, Disposition, Due Diligence, Real Estate Economics, Commercial Real Estate, Real Estate, Asset Based Lending, Loan Origination, Underwriting, Mortgage Lending
Education
Pacific Coast Banking School
California State University-Sacramento
Master of Business Administration (M.B.A.), Business Administration and Management, General
U.S. Army - Fort Benjamin Harrison, Indiana
Rank of Captain, Adjutant General Corps
UC Santa Barbara
Bachelor of Arts (B.A.), Political Science and Government
Hansel Auto Group May 2013 - Present
Mechanics Bank August 2009 - November 2011
Exchange Bank October 2008 - August 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2004 - September 2008
Kaiser Hospital June 2004 - August 2004
Skills
Banking, Commercial Banking, Internet Banking, Credit, Retail Banking, Loans, Commercial Lending, Customer Satisfaction, 10 Key, Accounting, Customer Acquisition, Customer Engagement, Cross Selling, Time Management, Sales, Customer Service, Deposits, Inventory Management, Leadership, Management, Customer Retention, Account Management, Sales Management, Sales Operations
Education
Diablo Valley College 2009 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
University of Hawaii at Manoa 2006 — 2008
Associate of Arts (A.A.), General Studies
Sonoma State University
One PacificCoast Bank, FSB May 2012 - Present
Mechanics Bank December 2007 - June 2012
Mechanics Bank January 2012 - May 2012
First Northern Bank July 2004 - December 2007
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Commercial Banking, Small Business Lending, Lines Of Credit, Commercial Mortgages, Asset Based Lending, Loan Origination, Construction Loans, Cash Flow, Consumer Lending, Commercial Real Estate, Real Estate Financing, Banking, Portfolio Management
Education
California State University-Sacramento 2002 — 2004
B.S., Marketing/Management
Contra Costa College August 2015 - Present
Gap Inc./Gap October 2011 - Present
Mission National Bank July 2010 - August 2011
Mechanics Bank November 2004 - February 2010
Skills
Training, Event Planning, Credit, Social Media, Social Networking, Marketing, Research, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Outlook, Social Media Marketing, Risk Management, Public Speaking
Education
Contra Costa College
Mechanics Bank January 2013 - Present
Carpenter Funds Administrative Office of Northern California October 2002 - May 2006
Segal Consulting October 1995 - May 2001
Skills
Organizational..., Coaching, Talent Acquisition, Employee Relations, Customer Service, Recruiting, Human Resources, Microsoft Office, Talent Management, Performance Management, Written, SPDs, Pension Administration, Legal Compliance, Employee Benefits, Retail Banking, Payroll, Training, Interviews, ERISA, Benefits Administration, Leadership Development
Education
City College of San Francisco 1999 — 2001
Associate’s Degree, Business
Carondelet High School
High School Diploma
Protiviti September 2015 - Present
PricewaterhouseCoopers, LLP December 2009 - September 2015
First Financial Network May 2009 - December 2009
Greystone Servicing Corporation, Inc August 2006 - April 2008
S & A Enterprises, LLC June 2001 - August 2006
Mechanics Bank May 2000 - May 2001
Trustmark National Bank November 1993 - May 2000
Grenada Sunburst System Corporation September 1987 - November 1993
Skills
Credit Risk, Portfolio Management, Commercial Lending, Due Diligence, Loans, Underwriting, Credit Analysis, Commercial Banking, Project Management, Consulting, New Business Development, Financial Analysis, Banking, Credit, Asset Managment, Real Estate, Risk Management, Mortgage Lending, Financial Risk, Commercial Real Estate, Asset Management, Loan Origination, Capital Markets
Education
Delta State University 1983 — 1987
BBA, FINANCE
Delta State University 1983 — 1987
B.B.A. degree, Finance
Mechanics Bank June 2015 - Present
Mechanics Bank January 2008 - Present
Mechanics Bank January 2002 - December 2007
Mechanics Bank November 1997 - December 2001
Bank of America 1995 - 1997
Skills
Financial Reporting, Banking, Accounting, Financial Accounting, Analysis, ALM, Accounts Payable, Finance, Cash Management, Financial Analysis, Investment Banking, Treasury, Management, Leadership, Credit
Education
University of Washington 2010 — 2012
Pacific Coast Banking School
California State University-Hayward - School of Business and Economics 1999 — 2001
MBA, Finance & Computer Information Systems
California State University-Hayward - School of Business and Economics 1993 — 1995
BS, Finance & Accounting
San Francisco State University
Central Valley Community Bank July 2014 - Present
American River Bank July 2012 - July 2014
Mechanics Bank September 2004 - July 2012
Stockmans Bank December 2002 - September 2004
Chase Paymentech 1998 - 2002
Skills
Commercial Lending, Commercial Banking, Lines Of Credit, Small Business Lending, Loans, Commercial Mortgages, Banking, Credit, Credit Analysis, Asset Based Lending, Underwriting, Financial Analysis, Construction Loans, Home Equity Loans, Cash Management, Commercial Real Estate, Consumer Lending, Credit Risk, Finance, Management, Mortgage Banking, Portfolio Management, Private Banking, Real Estate, Real Estate Economics, Refinance, Relationship Management, Risk Management, SBA, Small Business, Treasury Management
Education
University of Phoenix 2000 — 2002
MBA, General Business Administration
California State University-Sacramento 1996 — 1998
BA, Social Science
California State University, Long Beach July 2014 - July 2015
Farmers & Merchants Bank of Long Beach January 2012 - November 2013
Mechanics Bank April 2009 - January 2012
Skills
Management, Banking, Financial Analysis, Loans, Commercial Banking, Financial Services, Business Development, Relationship Management, Commercial Lending, Operations Management, Sales Management
Education
California State University-Long Beach
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (BA), Political Science and History
Mechanics Bank October 2013 - Present
USE Credit Union March 2012 - September 2013
YMCA June 2010 - September 2011
Skills
Program Development, Volunteer Management, Fundraising, Community Outreach, Health Education, Nonprofits, Health Promotion, Youth Development, Wellness Coaching, Public Speaking, Fitness, Cpr Certified
Education
University of Phoenix 2009 — 2011
Teacher Education and Professional Development, Specific Subject Areas
California State University-East Bay 1998 — 2002
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Mechanics Bank October 2009 - Present
Law Offices of Gregory P. Menzel, APC January 2005 - August 2009
Law Offices of W. Lance Russum, APC 2000 - 2005
Skills
Trust Administration, Trust Taxation, Probate Administration, Estate Planning, Notary Public, Family Limited..., Dynasty Trusts, Limited Partnerships, Wealth Management, Trusts, Estate Administration, Investments, Trust Management, Finance, Investment Management, Trust Services, Wealth Management..., Banking, Legal Writing, Securities, Financial Services, Portfolio Management, Risk Management
Education
Gonzaga University School of Law 1997 — 2000
J.D., Estate Planning
Cal Poly San Luis Obispo
Mechanics Bank October 2011 - Present
KeyBank July 1985 - October 2011
Mellon Private Wealth Management March 2001 - April 2003
Skills
Wealth Management, Portfolio Management, Small Business Lending, Investments, Estate Planning, Strategic Financial..., Real Estate, Strategic Planning, Change Management, Management, Customer Service, Team Building, Commercial Lending, Private Banking, Banking, Investment Management, Risk Management, Loans, Commercial Banking, Financial Analysis, Mortgage Lending, Consumer Lending, Credit
Education
Bowling Green State University 1977 — 1983
BS and MBA, International Business and Finance
Mechanics Bank October 2008 - Present
Greater Bay Bank May 2006 - October 2008
Marble Bridge Funding Group May 2005 - May 2006
Education
Diablo Valley College 1976 — 1978
Business Finance
Clayton Valley High School 1974 — 1976
Mechanics Bank January 2011 - Present
Mechanics Bank January 2009 - December 2010
Mechanics Bank January 2008 - December 2008
Mechanics Bank March 2004 - December 2007
Skills
Credit, Commercial Banking, Commercial Lending, Credit Analysis, Outlook, Banking, Loans, Small Business Lending, Retail Banking, Consumer Lending, Commercial Mortgages, Lines Of Credit
Education
California State University-Hayward
Bachelor of Science (B.Sc.), Business Administration, Management and Operations
Mechanics Bank November 2012 - Present
Education
Mount Vernon Nazarene University
Bachelor of Business Administration (BBA)
Graduate School of Banking at the University of Wisconsin - Madison
Financial Managers School
Graduate School of Banking at the University of Wisconsin - Madison
Graduate School of Banking
Ohio Bankers League
Bank Leadership Institute
Ohio Bankers League
Harry Blythe School of Banking
North Central State College
Associate of Arts (AA), Accounting
Mechanics Bank April 2014 - Present
Mechanics Bank March 2013 - April 2014
Mechanics Bank November 2011 - March 2013
Skills
Banking, Commercial Banking, Financial Analysis, Customer Service, Small Business Lending
Education
California State University-East Bay 2009 — 2011
Bachelor of Arts (B.A.), Economics
Mills College 2007 — 2009
Mathematics and General Education
Bentley School 2003 — 2007
High School Diploma
Comcast Cable March 2008 - Present
United States Marine Corps October 2002 - August 2006
Mechanics Bank May 2002 - October 2002
Skills
Leadership, Supply Chain Operations, Supply Management, Microsoft Excel, Microsoft Word, Forklift Operator, PowerPoint, Written & Oral..., Inventory Control, Inventory Planning, Meeting Planning
Education
PINOLE VALLEY HIGHSCHOOL 1996 — 2000
Cal State Hayward