Monterey Financial Services
Address: 4095 Avenida De La Playa, Oceanside, CA 92056 Hours: Closed ⋅ Opens 8AM Saturday8–11AMSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (760) 639-3500Category: : : : Website: : : : Place name: Website: http://www.montereyfinancial.com/montfin/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question Q: Don’t ever use pet financing A: Yes totally agree . (1 more answer)See all questions (17) Popular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysHistogram showing popular times on SaturdaysPeople typically spend 1.5-4.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Monterey Financial Services Inc Posting publicly on the Web Write a review Reviews"How do the people who work there sleep at night?" "Unprofessional, uncaring, and ZERO customer service experience." "Sadly I got stuck with this financing place for my tuition." View all Google reviews
Monterey Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Monterey Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Monterey Financial Services Employees
Amanda Doan BofI Federal Bank May 2014 - Present
Monterey Financial Services October 2011 - May 2014
Skills
Banking, Credit, Loans, Credit Analysis, Analysis, Credit Risk, Customer Service, Finance, Loan Origination, Mortgage Lending, Portfolio Management, PowerPoint, Process Improvement, Microsoft Office, Risk Management, Financial Risk, Commercial Banking
Education
University of California, San Diego 2008 — 2011
Bachelor of Science (BS), Human Biology
SAP April 2013 - Present
SuccessFactors an SAP Company August 2011 - Present
DC Capital January 2009 - August 2011
Robert Half International June 2005 - January 2009
Monterey Financial Services June 2003 - June 2005
Skills
Sales Management, Full-cycle Recruiting, Collections, Branch Management, Staffing Industry, Temporary Staffing, Investments, Stock Trading, SDLC, B2B, Industrial Sector, Management, Professional Services, Salesforce.com, Talent Management, Sales, Applicant Tracking..., SaaS, Human Resources, Recruiting, Talent Acquisition, Human Capital, Sales Process, Performance Management, Leadership, Enterprise Software, Technical Recruiting, Lead Generation, Employer Branding, Start-ups, Strategy, Account Management, Software Industry, Employee Benefits, Internet Recruiting, Cloud Computing, Cold Calling, Personnel Management, Tanning, Taleo, Selling, Business Development, CRM, Consulting
Education
Bentley University 1999 — 2003
Bachelors of Finance
Leicester High School 1995 — 1999
San Diego UCI Alumni Chapter September 2015 - Present
MassMutual San Diego January 2015 - Present
Monterey Financial Services February 2007 - January 2015
TEAM Referral Network 2015 - 2015
CENTURY 21 Award July 2006 - May 2010
Underwriter 2 August 2005 - July 2006
Hertz August 2004 - August 2005
Skills
Finance, Management, Sales, Customer Service, Financial Analysis, Credit, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Financial Modeling, Credit Risk, Credit Analysis, Corporate Finance, Valuation, Financial Risk, Risk Management, Collections, Strategic Negotiations, Negotiation, Supervisory Skills, Project Management, Continuous Improvement, FDCPA, FTC, FCRA, PowerPoint, Outlook, Presentations, Public Speaking, Teaching, Employee Training, Data Analysis, Quality Assurance, Quality Auditing, Sales Process, IVR, Empower
Education
University of Phoenix 2007 — 2008
Master of Business Administration (M.B.A.)
University of California, Irvine 2002 — 2004
Bachelor of Science (BS)
Vista High
Monterey Financial Services April 2011 - Present
Apple One - GreatCall Inc January 2011 - May 2011
YMCA Youth and Family Services October 2009 - October 2010
Abuelos Restaurants May 2008 - December 2009
City Care's Club January 2007 - December 2008
Skills
Customer Service, Word, PowerPoint, Excel, Data Entry, Debt Collection, Billing Systems, Microsoft Excel, Microsoft Word, Invoicing, Call Centers, Accounting, Team Building, Sales, Outlook, Nonprofits, Team Leadership, Microsoft Office, Process Improvement, Coaching, Management
Education
University of Central Oklahoma 2006 — 2008
Spanish, Education
2006Bartlesville High School 2005 — 2006
High School Diploma
Oceanside High School 2003 — 2005
Darren Polino Grand Pacific Resorts February 2014 - Present
Wells Fargo January 2009 - January 2014
ACCS Inc. July 2008 - October 2008
EMC Mortgage March 2007 - July 2008
Option One Mortgage 2003 - 2008
Option One Mortgage 2003 - 2008
People's Choice Home Loan 2003 - 2005
Universal Guardian 2002 - 2003
Travelers Acceptance 1998 - 2000
Monterey Financial Services 1995 - 1997
Skills
Call Centers, Customer Engagement, Customer Service, Collections, Loans, Mortgage Lending, Loan Servicing, Loss Mitigation, Credit Cards, Credit Risk, Consumer Lending, Mortgage Banking, Mortgage Servicing, Credit, Banking, Credit Analysis, Management, Leadership, Loan Origination, Team Building, Risk Management, Residential Mortgages, Sales, Process Improvement, Finance, Financial Services, Strategic Planning
Education
California State University-San Bernardino 1991 — 1995
Bachelor of Arts (BA), English Language and Literature, General
Moody, Jones & Ingino, P.A. March 2015 - Present
Monterey Financial Services August 2012 - January 2015
Mt. San Jacinto College January 2011 - May 2012
United States Credit Agency May 2009 - October 2009
Maclen & Associates February 2008 - May 2009
Plaza Associates March 2004 - November 2005
Arrow Financial Services May 2002 - January 2004
Skills
Software Documentation, Telephone Skills, Interviews, Spanish, Auditing, Negotiation, Accounting, Administration, Finance, Sales, PowerPoint, Training, Documentation, Public Speaking, Credit, Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Payments, Garnishments, Subpoenas, Litigation, Judgment Collections, Debt Collection, Credit Reports
Education
Mt. San Jacinto Community College District 2010 — 2012
Associate of Arts (A.A.), Social and Behavioral Sciences
Ricoh Americas Corporation November 2014 - Present
Ricoh Americas Corporation December 2012 - November 2014
42, Inc. February 2012 - December 2012
Ricoh Business Solutions February 2007 - February 2012
Ricoh February 2007 - April 2011
RE/MAX Accord 2004 - 2007
Prudential Dunn Realtors 2002 - 2003
Monterey Financial Services 2001 - 2003
Skills
Consultative Selling, Selling, Contract Negotiation, Salesforce.com, Negotiation, high business acumen, diplomatic, passionate, driven, technically savvy, easily build rapport, team player, ethical, pipeline generation, Cloud Computing, IT Consulting, business planning and..., software sales, process automation, lead management, account management, enterprise level sales, SaaS Sales, HaaS Sales, Managed Services, Unified Communications, PaaS, Sales, Account Management, Business Planning, Pipeline Generation, Teamwork
Education
University of Phoenix 2004 — 2006
MBA - Masters In Business Administration, Business Management
San Diego State University-California State University 1998 — 2003
Bachelor of Science, Business-Finance
Monterey Financial Services 2010 - Present
US Foods 2009 - 2010
Kraft Foods 2007 - 2009
Skills
Sales Management, New Business Development, Account Management, Business Strategy, Strategic Planning, Business Planning, Sales, Marketing Strategy, Customer Service, Negotiation, Marketing, Banking, Customer Satisfaction, Selling, Start-ups, Sales Process, Finance, Direct Sales, Sales Operations, Forecasting, Market Planning, Lead Generation, Competitive Analysis, Sales Presentations, B2B, CRM, Cold Calling, Marketing Management, Pricing, Strategic Partnerships, Contract Negotiation, Salesforce.com, Strategy, Market Research, Customer Retention, Budgets, Direct Marketing, P&L Management, Team Building, Trade Shows, P&L, Online Marketing, Management, Leadership, Market Analysis, Key Account Management, Loans, Product Marketing, Executive Management, Customer Acquisition
Education
California State University San Marcos 2004 — 2006
Business, Finance
Walt Disney World Administrative Accounting AssistantAccountempsMarch 2006 - July 2007
Monterey Financial Services September 2001 - July 2003
Skills
MS Office, MS Excel, Quick Books, Quicken, Windows, PC and MAC, Typing 30-40 wpm, Shorthand 30 wpm, Ten Key 30 stroke per...
Education
DeVry University-Florida 2009 — 2014
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Quest Diagnostics January 2001 - Present
Innovative Enterprise Solutions 2001 - 2001
Monterey Financial Services 1999 - 2000
Keane 1998 - 1999
Florida Atlantic University 1996 - 1998
Household Credit Services 1994 - 1996
EDS Group 1990 - 1994
Skills
Software Development, Visual Basic, Java, Oracle, Microsoft SQL Server, XML, HTML
Education
Northern Arizona University 1986 — 1990
BS, Information Systems
PETCO Animal Supplies, Inc. November 2010 - June 2012
Petco November 2010 - May 2012
Data April 2010 - July 2010
Pacific Gas Turbine Center March 2007 - October 2009
Comprehensive Health Center July 2006 - February 2007
Monterey Financial Services August 2005 - July 2006
Transwestern Publishing August 2001 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Accounting, Account Reconciliation, Accounts Payable, Analysis, Payroll
Education
Thomas Jefferson School of Law 2010 — 2012
Master of Laws (LLM), International Tax and Financial Services
California Western School of Law 1998 — 2000
Doctor of Law (JD), Law
California State University of San Marcos 1994 — 1997
BS, Accountancy, Cum Laude and with Honors