Opus Bank
Industry: Commercial bank
DescriptionHeadquarters: Irvine, CA CEO: Paul G. Greig CFO: Kevin L. Thompson Founded: 1982 COO: Jennifer Simmons Subsidiaries: PENSCO Trust Company,
Opus Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Opus Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Opus Bank Employees
Employee
Years
Job
Industry
Elena Politiski Elena Politiski's Opus Bank Experience June 2015 - Present
Job Communications Coordinator at Opus Bank
Industry Public Relations and Communications
Experience
Opus Bank June 2015 - Present
Bread & Butter September 2014 - April 2015
HKA, Inc. Marketing Communications June 2014 - August 2014
Epygi Technologies January 2014 - May 2014
Godfrey Sanders Public Relations May 2013 - August 2013
Prevent Blindness Texas January 2013 - April 2013
Balboa Beach Treats May 2012 - August 2012
Skills
Public Relations, Facebook, Media Relations, Social Media, Press Releases, Social Networking, Strategic Communications, Social Media Marketing, Public Speaking, Editing, Blogging, Microsoft Office, Cision, Customer Service, Event Planning
Education
Southern Methodist University 2011 — 2015
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Mater Dei High School 2007 — 2011
Opus Bank June 2015 - Present
Bread & Butter September 2014 - April 2015
HKA, Inc. Marketing Communications June 2014 - August 2014
Epygi Technologies January 2014 - May 2014
Godfrey Sanders Public Relations May 2013 - August 2013
Prevent Blindness Texas January 2013 - April 2013
Balboa Beach Treats May 2012 - August 2012
Skills
Public Relations, Facebook, Media Relations, Social Media, Press Releases, Social Networking, Strategic Communications, Social Media Marketing, Public Speaking, Editing, Blogging, Microsoft Office, Cision, Customer Service, Event Planning
Education
Southern Methodist University 2011 — 2015
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Mater Dei High School 2007 — 2011
Bryan Nance Bryan Nance's Opus Bank Experience August 2014 - Present
Job VP, Portfolio Manager at Opus Bank
Industry Banking
Experience
Opus Bank August 2014 - Present
NAC, LLC April 2013 - Present
Breslin, Young & Slaughter, LLC, Breslin & Young Financial Consultants, LLC January 2014 - August 2014
The Receivables Exchange December 2009 - April 2013
Northern Healthcare Capital July 2006 - December 2009
Meridian Commercial Healthcare Finance November 2005 - July 2006
HCR ManorCare January 2001 - November 2005
Skills
Commercial Lending, Due Diligence, Underwriting, Commercial Finance, Asset-Based Lending, Factoring, Healthcare Reimbursement, Accounts Receivable, Financial Analysis, Credit Risk, Risk Management, Uniform Commercial Code, Asset Based Lending, Finance, Cash Flow, Credit Analysis, Loans, Portfolio Management, Credit, Management, Analysis, Middle Market
Education
Ohio University 2000 — 2001
MBA
Ohio University 1995 — 1999
Bachelors
Opus Bank August 2014 - Present
NAC, LLC April 2013 - Present
Breslin, Young & Slaughter, LLC, Breslin & Young Financial Consultants, LLC January 2014 - August 2014
The Receivables Exchange December 2009 - April 2013
Northern Healthcare Capital July 2006 - December 2009
Meridian Commercial Healthcare Finance November 2005 - July 2006
HCR ManorCare January 2001 - November 2005
Skills
Commercial Lending, Due Diligence, Underwriting, Commercial Finance, Asset-Based Lending, Factoring, Healthcare Reimbursement, Accounts Receivable, Financial Analysis, Credit Risk, Risk Management, Uniform Commercial Code, Asset Based Lending, Finance, Cash Flow, Credit Analysis, Loans, Portfolio Management, Credit, Management, Analysis, Middle Market
Education
Ohio University 2000 — 2001
MBA
Ohio University 1995 — 1999
Bachelors
Frank Guillen Frank Guillen's Opus Bank Experience 2013 - 2013
Job Imaging Coordinator
Industry Banking
Experience
Western Federal Credit Union May 2014 - November 2014
SourceHOV May 2011 - January 2013
Opus Bank 2013 - 2013
First Republic Bank October 2008 - April 2011
The Tampa Tribune May 1991 - July 2008
Skills
InDesign, Digital Imaging, Adobe Acrobat, Adobe Creative Suite, Graphics, Graphic Design, Image Editing, Image Manipulation, QuarkXPress, Photoshop, Layout, Mac, Pre-press, Illustrator, Illustration
Education
Metropolitan Skills Center 2011 — 2012
Certificates of Completion, Graphic Design, Digital Imaging, Adobe Programs, Web Design.
New Horizons Technical Institute 1998 — 2000
Desktop Publishing Certificate, Desktop Publishing
University of South Florida 1988 — 1991
Bachelor of Fine Arts (BFA), Drawing
Western Federal Credit Union May 2014 - November 2014
SourceHOV May 2011 - January 2013
Opus Bank 2013 - 2013
First Republic Bank October 2008 - April 2011
The Tampa Tribune May 1991 - July 2008
Skills
InDesign, Digital Imaging, Adobe Acrobat, Adobe Creative Suite, Graphics, Graphic Design, Image Editing, Image Manipulation, QuarkXPress, Photoshop, Layout, Mac, Pre-press, Illustrator, Illustration
Education
Metropolitan Skills Center 2011 — 2012
Certificates of Completion, Graphic Design, Digital Imaging, Adobe Programs, Web Design.
New Horizons Technical Institute 1998 — 2000
Desktop Publishing Certificate, Desktop Publishing
University of South Florida 1988 — 1991
Bachelor of Fine Arts (BFA), Drawing
Emma Mohrke-Silva Emma Mohrke-Silva's Opus Bank Experience January 2011 - Present
Job Director at Opus Bank
Industry Financial Services
Experience
Opus Bank January 2011 - Present
Farmers Insurance February 2010 - January 2011
Wespart PTA 1996 - 2011
Northwestern Mutual Financial Network November 2008 - November 2009
Bank of America December 1996 - January 2002
Skills
Small Business, Financial Analysis, Loans, Commercial Banking, Retail Banking, Administration, Premier Banking, Private Banking, International Private..., Compliance, Community Reinvestment..., Investment Banking, Commercial Insurance, Disability Insurance, Life Insurance, Personal Lines Auto, Property & Casualty..., System Administration, Portfolio Management, Commercial Lending, Cash Management, Mortgage Lending, Underwriting
Education
University of California, Irvine 1999 — 2002
Certified Financial Planner
University of New Orleans 1983 — 1988
BA, Art History, French
Opus Bank January 2011 - Present
Farmers Insurance February 2010 - January 2011
Wespart PTA 1996 - 2011
Northwestern Mutual Financial Network November 2008 - November 2009
Bank of America December 1996 - January 2002
Skills
Small Business, Financial Analysis, Loans, Commercial Banking, Retail Banking, Administration, Premier Banking, Private Banking, International Private..., Compliance, Community Reinvestment..., Investment Banking, Commercial Insurance, Disability Insurance, Life Insurance, Personal Lines Auto, Property & Casualty..., System Administration, Portfolio Management, Commercial Lending, Cash Management, Mortgage Lending, Underwriting
Education
University of California, Irvine 1999 — 2002
Certified Financial Planner
University of New Orleans 1983 — 1988
BA, Art History, French
Cody Reaves Cody Reaves's Opus Bank Experience June 2011 - August 2011
Job Wealth Client Associate at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank September 2014 - Present
Key Private Bank August 2011 - September 2014
Opus Bank June 2011 - August 2011
Winslow, Wood, and Associates 2008 - 2010
Skills
Strategic Financial..., Finance, Business Development, Entrepreneurship, Loans, Financial Analysis, Portfolio Management, Client Relations Skills, Event Planning, Financial Forecasting, Presentation Development, Wealth Management, Financial Planning
Education
The American College 2013 — 2015
CFP Designation
Washington State University - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Double Major: Finance & Entreprenuership; Minor: Economics
Wells Fargo Private Bank September 2014 - Present
Key Private Bank August 2011 - September 2014
Opus Bank June 2011 - August 2011
Winslow, Wood, and Associates 2008 - 2010
Skills
Strategic Financial..., Finance, Business Development, Entrepreneurship, Loans, Financial Analysis, Portfolio Management, Client Relations Skills, Event Planning, Financial Forecasting, Presentation Development, Wealth Management, Financial Planning
Education
The American College 2013 — 2015
CFP Designation
Washington State University - College of Business and Economics 2006 — 2011
Bachelor of Arts (B.A.), Double Major: Finance & Entreprenuership; Minor: Economics
Lynn Chavdarov Lynn Chavdarov's Opus Bank Experience January 2015 - Present
Job Training Manager at Opus Bank
Industry Professional Training & Coaching
Experience
Opus Bank January 2015 - Present
OneWest Bank May 2011 - January 2015
Payday Payroll Services November 2010 - March 2011
ABS February 2010 - August 2010
Commercial Lending Capital August 2009 - January 2010
University Credit Union May 2006 - November 2008
Aurora Loan Services/Lehman Brothers April 2005 - April 2006
American Home Mortgage October 2004 - January 2005
E*TRADE Retail Mortgage Lending December 2003 - April 2004
On Track Training & Consulting January 1994 - January 2003
Skills
Executive Coaching, New Business Development, Compliance, Leadership Development, Coaching, Soft Skills, Mortgage Banking, Underwriting, Organizational..., Training, Employee Training, Performance Management, Team Building, Business Development, Management, Executive Management, Human Resources, Sales, Leadership, Operations Management, Instructional Design, Sales Management, Mortgage Lending
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Education
Opus Bank January 2015 - Present
OneWest Bank May 2011 - January 2015
Payday Payroll Services November 2010 - March 2011
ABS February 2010 - August 2010
Commercial Lending Capital August 2009 - January 2010
University Credit Union May 2006 - November 2008
Aurora Loan Services/Lehman Brothers April 2005 - April 2006
American Home Mortgage October 2004 - January 2005
E*TRADE Retail Mortgage Lending December 2003 - April 2004
On Track Training & Consulting January 1994 - January 2003
Skills
Executive Coaching, New Business Development, Compliance, Leadership Development, Coaching, Soft Skills, Mortgage Banking, Underwriting, Organizational..., Training, Employee Training, Performance Management, Team Building, Business Development, Management, Executive Management, Human Resources, Sales, Leadership, Operations Management, Instructional Design, Sales Management, Mortgage Lending
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Education
Dan Shanahan, MBA Dan Shanahan, MBA's Opus Bank Experience November 2013 - August 2014
Job Owner at Crest Realty Group
Industry Real Estate
Experience
Crest Realty Group, Inc. July 2014 - Present
American Financial Network 2015 - 2015
American Financial Network 2015 - 2015
Opus Bank November 2013 - August 2014
Chase Bank October 2012 - November 2013
Chase Bank January 2011 - October 2012
HÔM Sotheby's International Realty June 2009 - June 2010
Ticor Title July 2006 - July 2008
Lehman Brothers June 2004 - June 2006
GT Bicycles 1994 - 1999
Skills
Real Estate, Finance, Mortgage Lending, Credit, Sales, Investment Properties, Commercial Real Estate, Investments, Marketing, Credit Analysis, Leadership, Business Development, Brokerage, Loans, REO, Investors, Foreclosures
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
Vanguard University of Southern California 2011 — 2011
Bachelor of Arts, Business Administration
Crest Realty Group, Inc. July 2014 - Present
American Financial Network 2015 - 2015
American Financial Network 2015 - 2015
Opus Bank November 2013 - August 2014
Chase Bank October 2012 - November 2013
Chase Bank January 2011 - October 2012
HÔM Sotheby's International Realty June 2009 - June 2010
Ticor Title July 2006 - July 2008
Lehman Brothers June 2004 - June 2006
GT Bicycles 1994 - 1999
Skills
Real Estate, Finance, Mortgage Lending, Credit, Sales, Investment Properties, Commercial Real Estate, Investments, Marketing, Credit Analysis, Leadership, Business Development, Brokerage, Loans, REO, Investors, Foreclosures
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
Vanguard University of Southern California 2011 — 2011
Bachelor of Arts, Business Administration
Richelle Machado Richelle Machado's Opus Bank Experience January 2013 - June 2013
Job Rehab Therapist at Telecare Corporation
Industry Education Management
Experience
Telecare Corporation June 2014 - Present
ValueOptions, Inc.® June 2013 - May 2014
Opus Bank January 2013 - June 2013
RJN Investigations October 2012 - May 2013
New Day Institute September 2012 - November 2012
Santa Ana Unified School District, Century High School January 2012 - October 2012
Caldwell Law Firm June 2012 - July 2012
TRI-CITY MENTAL HEALTH CENTER April 2010 - July 2011
Tri-City Mental Health Center August 2008 - April 2010
GUZMAN FAMILY CHILDCARE September 2000 - August 2006
Skills
Microsoft Word, Work Ethic, Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Aries, Welligent, SPSS, Internet, Department of Mental..., Cpr Certified, AED, First Aid, Customer Service, Receptionist Duties, Organization, Microsoft Office 2007, Front Office, Back Office, Data Entry, Spanish, Social Networking, Editing, Community Outreach, Office Administration, Management, Fundraising, Student Affairs, Leadership, Time Management, Public Speaking
Education
Walden University 2013 — 2016
Clinical Mental Health Counseling, Forensic Counseling
University of La Verne 2010 — 2013
Criminology
California State Polytechnic University 2007 — 2010
Bachelors Degree, Psychology
Riverside Community College 2004 — 2007
Associates Degree, Arts
Notre Dame High School 2000 — 2004
High School Diploma, Regular/General High School/Secondary Diploma Program
Telecare Corporation June 2014 - Present
ValueOptions, Inc.® June 2013 - May 2014
Opus Bank January 2013 - June 2013
RJN Investigations October 2012 - May 2013
New Day Institute September 2012 - November 2012
Santa Ana Unified School District, Century High School January 2012 - October 2012
Caldwell Law Firm June 2012 - July 2012
TRI-CITY MENTAL HEALTH CENTER April 2010 - July 2011
Tri-City Mental Health Center August 2008 - April 2010
GUZMAN FAMILY CHILDCARE September 2000 - August 2006
Skills
Microsoft Word, Work Ethic, Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Aries, Welligent, SPSS, Internet, Department of Mental..., Cpr Certified, AED, First Aid, Customer Service, Receptionist Duties, Organization, Microsoft Office 2007, Front Office, Back Office, Data Entry, Spanish, Social Networking, Editing, Community Outreach, Office Administration, Management, Fundraising, Student Affairs, Leadership, Time Management, Public Speaking
Education
Walden University 2013 — 2016
Clinical Mental Health Counseling, Forensic Counseling
University of La Verne 2010 — 2013
Criminology
California State Polytechnic University 2007 — 2010
Bachelors Degree, Psychology
Riverside Community College 2004 — 2007
Associates Degree, Arts
Notre Dame High School 2000 — 2004
High School Diploma, Regular/General High School/Secondary Diploma Program
Joann Taraszka Joann Taraszka's Opus Bank Experience February 2014 - May 2015
Job Administrative Support/Operations
Industry Financial Services
Experience
Opus Bank February 2014 - May 2015
JPMorganChase 2004 - 2011
Skills
Leadership, Training, Management
Education
University of Guam 1998 — 2002
Bachelor of Arts, Education
Opus Bank February 2014 - May 2015
JPMorganChase 2004 - 2011
Skills
Leadership, Training, Management
Education
University of Guam 1998 — 2002
Bachelor of Arts, Education
Douglas Rosenthal Douglas Rosenthal's Opus Bank Experience December 2014 - Present
Job Managing Director and Senior Client Manager at Opus Bank
Industry Financial Services
Experience
Opus Bank December 2014 - Present
Wells Fargo Capital Finance September 2005 - November 2014
Mellon 1st Business Bank 2003 - 2005
Coast Business Credit 1997 - 2003
Silicon Valley Bank 1994 - 1997
First Interstate 1980 - 1992
Skills
Asset Based Lending, Middle Market, Commercial Lending, Mergers, Private Equity, Loans, Capital Markets, Credit, Investment Banking, Commercial Banking, Portfolio Management, Corporate Finance, Investments, Financial Services, Finance, Restructuring, Factoring, Debt Restructuring, Due Diligence, Mergers & Acquisitions, Financial Structuring, Business Valuation, Asset Based Finance, Credit Analysis, Risk Management, Financial Modeling, Valuation, Structured Finance, Leveraged Finance, Financial Analysis, Banking
Education
University of Southern California 1978 — 1980
MBA, Marketing\Finance
Trinity University
Business Administration
Opus Bank December 2014 - Present
Wells Fargo Capital Finance September 2005 - November 2014
Mellon 1st Business Bank 2003 - 2005
Coast Business Credit 1997 - 2003
Silicon Valley Bank 1994 - 1997
First Interstate 1980 - 1992
Skills
Asset Based Lending, Middle Market, Commercial Lending, Mergers, Private Equity, Loans, Capital Markets, Credit, Investment Banking, Commercial Banking, Portfolio Management, Corporate Finance, Investments, Financial Services, Finance, Restructuring, Factoring, Debt Restructuring, Due Diligence, Mergers & Acquisitions, Financial Structuring, Business Valuation, Asset Based Finance, Credit Analysis, Risk Management, Financial Modeling, Valuation, Structured Finance, Leveraged Finance, Financial Analysis, Banking
Education
University of Southern California 1978 — 1980
MBA, Marketing\Finance
Trinity University
Business Administration
Debbie Diehl's Opus Bank Experience March 2012 - March 2015
Job AVP Northwest Bank
Industry Financial Services
Experience
Opus Bank March 2012 - March 2015
Heritage Bank March 2011 - 2012
Regal Financial Bank October 2004 - March 2011
Bank of America January 1994 - October 2004
Skills
Retail Banking, Customer Service, Relationship Management, Loans, Commercial Banking, Banking, Process Improvement, Credit Analysis, Customer Experience, Customer Satisfaction, Cash Management, Cross Selling, Customer Retention, Risk Management, Portfolio Management
Education
Seattle Central Community College
Finance, General
Opus Bank March 2012 - March 2015
Heritage Bank March 2011 - 2012
Regal Financial Bank October 2004 - March 2011
Bank of America January 1994 - October 2004
Skills
Retail Banking, Customer Service, Relationship Management, Loans, Commercial Banking, Banking, Process Improvement, Credit Analysis, Customer Experience, Customer Satisfaction, Cash Management, Cross Selling, Customer Retention, Risk Management, Portfolio Management
Education
Seattle Central Community College
Finance, General
Joanna Setterberg Joanna Setterberg's Opus Bank Experience April 2011 - June 2012
Job Technical Operations Supervisor at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services August 2014 - Present
Providence Health & Services July 2013 - August 2014
Granite Construction June 2012 - July 2013
Opus Bank April 2011 - June 2012
US Navy March 1998 - July 2007
Skills
Active Directory, Disaster Recovery, Troubleshooting, Cisco Technologies, System Administration, SharePoint, Software Documentation, Windows Server, Microsoft Exchange, Network Administration, Blackberry Enterprise..., Servers, Networking, Security, Technical Support, Hardware, Software Installation, Process Improvement
Education
University of Phoenix 2006 — 2010
Bachelor of Science (B.S.), Information Technology
University of Phoenix 2002 — 2005
Associate of Arts (A.A.), Computer Technology/Computer Systems Technology
Providence Health & Services August 2014 - Present
Providence Health & Services July 2013 - August 2014
Granite Construction June 2012 - July 2013
Opus Bank April 2011 - June 2012
US Navy March 1998 - July 2007
Skills
Active Directory, Disaster Recovery, Troubleshooting, Cisco Technologies, System Administration, SharePoint, Software Documentation, Windows Server, Microsoft Exchange, Network Administration, Blackberry Enterprise..., Servers, Networking, Security, Technical Support, Hardware, Software Installation, Process Improvement
Education
University of Phoenix 2006 — 2010
Bachelor of Science (B.S.), Information Technology
University of Phoenix 2002 — 2005
Associate of Arts (A.A.), Computer Technology/Computer Systems Technology
Andy Gallardo's Opus Bank Experience 2012 - Present
Job Vice President and Assistant General Counsel at Opus Bank
Industry Financial Services
Experience
Opus Bank 2012 - Present
Seltzer Caplan McMahon Vitek 2012 - 2013
Mulvaney Kahan & Barry 2012 - 2012
Silvergate Bank 2010 - 2011
U.S. Bank 2009 - 2010
San Diego National Bank 2004 - 2009
Skills
Risk Management, Mergers & Acquisitions, Due Diligence, Financial Services, Real Estate, Customer Service, Financial Analysis, Corporate Finance, Banking, Capital Markets
Education
University of San Diego School of Law 2011 — 2014
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of California, San Diego
Bachelor's Degree, Economics
Opus Bank 2012 - Present
Seltzer Caplan McMahon Vitek 2012 - 2013
Mulvaney Kahan & Barry 2012 - 2012
Silvergate Bank 2010 - 2011
U.S. Bank 2009 - 2010
San Diego National Bank 2004 - 2009
Skills
Risk Management, Mergers & Acquisitions, Due Diligence, Financial Services, Real Estate, Customer Service, Financial Analysis, Corporate Finance, Banking, Capital Markets
Education
University of San Diego School of Law 2011 — 2014
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of California, San Diego
Bachelor's Degree, Economics
Jason Sparks Jason Sparks's Opus Bank Experience November 2011 - September 2012
Job VP, Branch Manager at Banc of California
Industry Banking
Experience
Banc of California November 2014 - Present
The Business Connection Brea June 2014 - Present
Fullerton Education Foundation June 2011 - Present
Popular Community Bank September 2012 - November 2014
Opus Bank November 2011 - September 2012
Fullerton Community Bank November 2002 - November 2011
Western Financial Bank April 2001 - March 2002
Downey Savings June 1995 - April 2001
Skills
Banking, Small Business Lending, Retail Banking, Consumer Lending, Cash Management, Financial Analysis, Sales Management, Bank Secrecy Act, Refinance, Customer Service, Portfolio Management, Treasury Management, Management, Risk Management, Relationship Management, New Business Development, Strategic Financial..., Sales, Asset Management, Budgets, Investments, Team Building, Time Management, Operations Management, Loan Origination, Insurance, Cash Flow, Process Improvement, Asset Based Lending, Credit Cards, Financial Risk, Finance, Coaching, Lines Of Credit, Private Banking, Leadership, Branch Banking, Deposits, Cross Selling, Small Business, Branch Management, Credit Risk, Business Development, Notary Public, Financial Institutions, Banking Relationships, Home Equity Loans, Financial Transactions, Loans
Education
University of Phoenix 1997 — 2000
Business Management
Rancho Santiago College 1994 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Banc of California November 2014 - Present
The Business Connection Brea June 2014 - Present
Fullerton Education Foundation June 2011 - Present
Popular Community Bank September 2012 - November 2014
Opus Bank November 2011 - September 2012
Fullerton Community Bank November 2002 - November 2011
Western Financial Bank April 2001 - March 2002
Downey Savings June 1995 - April 2001
Skills
Banking, Small Business Lending, Retail Banking, Consumer Lending, Cash Management, Financial Analysis, Sales Management, Bank Secrecy Act, Refinance, Customer Service, Portfolio Management, Treasury Management, Management, Risk Management, Relationship Management, New Business Development, Strategic Financial..., Sales, Asset Management, Budgets, Investments, Team Building, Time Management, Operations Management, Loan Origination, Insurance, Cash Flow, Process Improvement, Asset Based Lending, Credit Cards, Financial Risk, Finance, Coaching, Lines Of Credit, Private Banking, Leadership, Branch Banking, Deposits, Cross Selling, Small Business, Branch Management, Credit Risk, Business Development, Notary Public, Financial Institutions, Banking Relationships, Home Equity Loans, Financial Transactions, Loans
Education
University of Phoenix 1997 — 2000
Business Management
Rancho Santiago College 1994 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Will Hurd's Opus Bank Experience June 2014 - June 2015
Job Xome
Industry Internet
Experience
xome July 2015 - Present
Opus Bank June 2014 - June 2015
University Communities November 2013 - May 2014
Morgan Stanley Wealth Management June 2012 - November 2012
Skills
Financial Analysis, Public Speaking, Athletic Performance, Networking, Leadership, Data Analysis, Financial Modeling, Event Planning, Finance, Social Networking
Education
University of Denver 2010 — 2014
Economics, Real Estate, International Studies
xome July 2015 - Present
Opus Bank June 2014 - June 2015
University Communities November 2013 - May 2014
Morgan Stanley Wealth Management June 2012 - November 2012
Skills
Financial Analysis, Public Speaking, Athletic Performance, Networking, Leadership, Data Analysis, Financial Modeling, Event Planning, Finance, Social Networking
Education
University of Denver 2010 — 2014
Economics, Real Estate, International Studies
Alan Bergfeld Alan Bergfeld's Opus Bank Experience August 2011 - Present
Job Attorney for Financial Services Industry
Industry Financial Services
Experience
Opus Bank August 2011 - Present
Point Center Financial September 2005 - August 2011
Downey Savings September 1989 - September 2002
Skills
Real Estate, Corporate Law, Loans, Commercial Real Estate, Real Estate Economics, Asset Management, Loan Origination, Commercial Mortgages, Portfolio Management, Credit, Loan Servicing, Commercial Lending, Litigation Management, Real Estate Financing, Real Estate Transactions, Mortgage Lending, Financial Structuring, Due Diligence
Education
USC Gould School of Law 1980 — 1983
JD, Law
University of California, Davis 1976 — 1980
AB, Economics
Opus Bank August 2011 - Present
Point Center Financial September 2005 - August 2011
Downey Savings September 1989 - September 2002
Skills
Real Estate, Corporate Law, Loans, Commercial Real Estate, Real Estate Economics, Asset Management, Loan Origination, Commercial Mortgages, Portfolio Management, Credit, Loan Servicing, Commercial Lending, Litigation Management, Real Estate Financing, Real Estate Transactions, Mortgage Lending, Financial Structuring, Due Diligence
Education
USC Gould School of Law 1980 — 1983
JD, Law
University of California, Davis 1976 — 1980
AB, Economics
Clara Choe Clara Choe's Opus Bank Experience July 2012 - July 2014
Job VP Branch Manager/ Business Development Manager at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust October 2014 - Present
California Bank & Trust 2014 - 2015
California Bank & Trust 2014 - 2015
Opus Bank July 2012 - July 2014
JPMorgan Chase July 2008 - July 2012
Citibank 2007 - 2008
Center Bank 2005 - 2008
Citigroup, Coporate Banking, July 2002 - March 2003
Citigroup, Corporate Banking September 1998 - July 2002
Skills
Commercial Banking, Credit Analysis, Treasury Services, Cross Selling, Commercial Mortgages, Loan Origination, Merchant Services, SBA, Asset Based Lending, Branch Management
Education
University of Southern California, MBA 1990 — 1992
MBA, Finance and Marketing
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Economics
California Bank & Trust October 2014 - Present
California Bank & Trust 2014 - 2015
California Bank & Trust 2014 - 2015
Opus Bank July 2012 - July 2014
JPMorgan Chase July 2008 - July 2012
Citibank 2007 - 2008
Center Bank 2005 - 2008
Citigroup, Coporate Banking, July 2002 - March 2003
Citigroup, Corporate Banking September 1998 - July 2002
Skills
Commercial Banking, Credit Analysis, Treasury Services, Cross Selling, Commercial Mortgages, Loan Origination, Merchant Services, SBA, Asset Based Lending, Branch Management
Education
University of Southern California, MBA 1990 — 1992
MBA, Finance and Marketing
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Economics
Kim Burdick Kim Burdick's Opus Bank Experience June 2010 - September 2011
Job Community Banking Group at Fremont Bank
Industry Financial Services
Experience
Fremont Bank November 2011 - Present
Opus Bank June 2010 - September 2011
Bank of America 2006 - 2009
Bank of America 2003 - 2009
Banc of America Investments 2006 - 2008
Bank of America October 2000 - November 2001
Bank of America 2000 - 2001
Skills
Retail Banking, Commercial Banking, Wealth Management..., Small Business Lending, Commercial Lending, Investments, Loans, Wealth Management, Strategy, Banking, Credit, Financial Services, Private Banking, Risk Management, Loan Origination, Portfolio Management, Commercial Mortgages, Leadership, Lines Of Credit, Financial Risk, Cross Selling, Mortgage Lending, Underwriting, Asset Based Lending, Treasury Management, Credit Analysis, Consumer Lending, Branch Management, Strategic Planning, Relationship Management, Credit Risk, Cash Management, Deposits, Mortgage Banking, Branch Banking, Construction Loans, Financial Structuring, SBA, Refinance, Finance, Residential Mortgages, Credit Cards, Asset Management, Real Estate Financing, Middle Market, Sales Management, Funding, Executive Management, Capital Markets, Strategic Financial...
Education
Southern Methodist University 1987 — 1989
Advanced Studies, Banking
University of California, Los Angeles 1975 — 1979
BA, History
Fremont Bank November 2011 - Present
Opus Bank June 2010 - September 2011
Bank of America 2006 - 2009
Bank of America 2003 - 2009
Banc of America Investments 2006 - 2008
Bank of America October 2000 - November 2001
Bank of America 2000 - 2001
Skills
Retail Banking, Commercial Banking, Wealth Management..., Small Business Lending, Commercial Lending, Investments, Loans, Wealth Management, Strategy, Banking, Credit, Financial Services, Private Banking, Risk Management, Loan Origination, Portfolio Management, Commercial Mortgages, Leadership, Lines Of Credit, Financial Risk, Cross Selling, Mortgage Lending, Underwriting, Asset Based Lending, Treasury Management, Credit Analysis, Consumer Lending, Branch Management, Strategic Planning, Relationship Management, Credit Risk, Cash Management, Deposits, Mortgage Banking, Branch Banking, Construction Loans, Financial Structuring, SBA, Refinance, Finance, Residential Mortgages, Credit Cards, Asset Management, Real Estate Financing, Middle Market, Sales Management, Funding, Executive Management, Capital Markets, Strategic Financial...
Education
Southern Methodist University 1987 — 1989
Advanced Studies, Banking
University of California, Los Angeles 1975 — 1979
BA, History
Erin Pryor's Opus Bank Experience March 2015 - Present
Job FVP, Director of Marketing & Social Media at Opus Bank
Industry Banking
Experience
Opus Bank March 2015 - Present
Opus Bank March 2013 - Present
Opus Bank October 2010 - February 2013
Madavor Media November 2002 - October 2010
King World/CBS October 2001 - October 2002
AOL TIME WARNER – SPORTS ILLUSTRATED FOR WOMEN 2001 - 2001
THE NEW YORK TIMES 2000 - 2001
Skills
Editing, Marketing Strategy, Marketing, Market Planning, Public Relations, Social Media Marketing, Marketing Communications, Brand Implementation, Business Development, Brand Development, Budgets, Customer Service, Management
Education
Southern Methodist University 1996 — 2000
Bachelor of Arts (B.A.), Communications/Journalism
Opus Bank March 2015 - Present
Opus Bank March 2013 - Present
Opus Bank October 2010 - February 2013
Madavor Media November 2002 - October 2010
King World/CBS October 2001 - October 2002
AOL TIME WARNER – SPORTS ILLUSTRATED FOR WOMEN 2001 - 2001
THE NEW YORK TIMES 2000 - 2001
Skills
Editing, Marketing Strategy, Marketing, Market Planning, Public Relations, Social Media Marketing, Marketing Communications, Brand Implementation, Business Development, Brand Development, Budgets, Customer Service, Management
Education
Southern Methodist University 1996 — 2000
Bachelor of Arts (B.A.), Communications/Journalism
Jonathan Gouvion Jonathan Gouvion's Opus Bank Experience August 2015 - Present
Job BSA compliance analyst
Industry Financial Services
Experience
Opus Bank August 2015 - Present
Opus Bank April 2015 - August 2015
DLJ Financial February 2015 - April 2015
Learning Fuze September 2014 - December 2014
Green Tree Servicing February 2013 - August 2014
Wells Fargo Dealer Services November 2010 - February 2013
Wells Fargo March 2009 - November 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Microsoft Excel, Finance, FHA financing, Refinance, Residential Mortgages, Loan Origination, USDA, Credit Analysis, Underwriting, FHA, Financial Analysis, Customer Service, Sales, Microsoft Office, Cross Selling, Leadership, Consumer Lending, Social Media, PowerPoint, Microsoft Word, Anti Money Laundering, Funding, Retail Banking
Education
UC Irvine 2006 — 2008
Bachelor's degree, Criminology/Law and Society
Opus Bank August 2015 - Present
Opus Bank April 2015 - August 2015
DLJ Financial February 2015 - April 2015
Learning Fuze September 2014 - December 2014
Green Tree Servicing February 2013 - August 2014
Wells Fargo Dealer Services November 2010 - February 2013
Wells Fargo March 2009 - November 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Microsoft Excel, Finance, FHA financing, Refinance, Residential Mortgages, Loan Origination, USDA, Credit Analysis, Underwriting, FHA, Financial Analysis, Customer Service, Sales, Microsoft Office, Cross Selling, Leadership, Consumer Lending, Social Media, PowerPoint, Microsoft Word, Anti Money Laundering, Funding, Retail Banking
Education
UC Irvine 2006 — 2008
Bachelor's degree, Criminology/Law and Society
Thomas La Voie Thomas La Voie's Opus Bank Experience January 2015 - Present
Job Client Experience Manager at Opus Bank
Industry Banking
Experience
Opus Bank January 2015 - Present
Comerica Bank October 2013 - January 2015
Comerica Bank June 2010 - September 2013
Bank of America April 2006 - March 2010
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Retail Banking, Consumer Lending, Mortgage Lending, Branch Management, Lines Of Credit, Loan Origination, Credit Analysis, Mortgage Banking, Cross Selling
Education
Arcadia High School 1996 — 1998
Scottsdale Community College
Opus Bank January 2015 - Present
Comerica Bank October 2013 - January 2015
Comerica Bank June 2010 - September 2013
Bank of America April 2006 - March 2010
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Small Business Lending, Retail Banking, Consumer Lending, Mortgage Lending, Branch Management, Lines Of Credit, Loan Origination, Credit Analysis, Mortgage Banking, Cross Selling
Education
Arcadia High School 1996 — 1998
Scottsdale Community College
Lusha Peng Lusha Peng's Opus Bank Experience May 2015 - Present
Job Senior Asset Liability Analyst at Opus Bank
Industry Banking
Experience
Opus Bank May 2015 - Present
First Niagara Bank February 2013 - Present
University at Buffalo August 2011 - May 2013
The InVentures Group, Inc. February 2012 - December 2012
Independent Health February 2011 - May 2011
Natixis June 2009 - August 2009
Skills
Access Database, Python, Excel, Data Analysis, Market Risk, Data Loading, Financial Risk...
Education
University at Buffalo Graduate School 2011 — 2013
MA, Applied Mathematics
University at Buffalo 2007 — 2011
BA, Mathematics and Economics, 3.8
Opus Bank May 2015 - Present
First Niagara Bank February 2013 - Present
University at Buffalo August 2011 - May 2013
The InVentures Group, Inc. February 2012 - December 2012
Independent Health February 2011 - May 2011
Natixis June 2009 - August 2009
Skills
Access Database, Python, Excel, Data Analysis, Market Risk, Data Loading, Financial Risk...
Education
University at Buffalo Graduate School 2011 — 2013
MA, Applied Mathematics
University at Buffalo 2007 — 2011
BA, Mathematics and Economics, 3.8
Joseph Claeys Joseph Claeys's Opus Bank Experience December 2012 - Present
Job Finance Professional
Industry Financial Services
Experience
Opus Bank December 2012 - Present
Umpqua Bank 2008 - 2012
Enterprising Capital Partners, Inc. 2006 - 2007
State National Bank of Washington 2004 - 2006
Banner Bank 1997 - 2004
Webbski Ski and Snowboard School January 1995 - March 1999
Key Bank, N.A. 1993 - 1997
Skills
Financial Analysis, Portfolio Management, Project Management, Team Building, Business Development, Variance Analysis, Risk Management, Finance, Budgets, Credit Risk, Lines Of Credit, Sales, Cash Flow, Financial Structuring, Trade Finance, Credit Portfolio..., Credit, Budget Analysis, Credit Analysis, Business Relationship..., Underwriting
Education
University of Phoenix 2010 — 2012
Masters
Seattle University, Albers School of Business
Bachelor of Arts
Shoreline Community College
Opus Bank December 2012 - Present
Umpqua Bank 2008 - 2012
Enterprising Capital Partners, Inc. 2006 - 2007
State National Bank of Washington 2004 - 2006
Banner Bank 1997 - 2004
Webbski Ski and Snowboard School January 1995 - March 1999
Key Bank, N.A. 1993 - 1997
Skills
Financial Analysis, Portfolio Management, Project Management, Team Building, Business Development, Variance Analysis, Risk Management, Finance, Budgets, Credit Risk, Lines Of Credit, Sales, Cash Flow, Financial Structuring, Trade Finance, Credit Portfolio..., Credit, Budget Analysis, Credit Analysis, Business Relationship..., Underwriting
Education
University of Phoenix 2010 — 2012
Masters
Seattle University, Albers School of Business
Bachelor of Arts
Shoreline Community College
Greg Prince's Opus Bank Experience November 2011 - February 2012
Job Office Manager at Adams Pediatric Dentistry
Industry Consumer Services
Experience
Adams Pediatric Dentistry August 2015 - Present
Regions Financial Corporation September 2014 - July 2015
Regions Financial Corporation October 2013 - September 2014
Chick-fil-A December 2011 - November 2012
Opus Bank November 2011 - February 2012
Fullerton Community Bank/Business Community Capital August 2011 - October 2011
Fullerton Community Bank/Business Community Capital July 2007 - August 2011
Brea Chamber of Commerce May 2006 - April 2007
Starbucks Coffee Company 2005 - 2006
Starbucks Coffee Company 2002 - 2003
Skills
Customer Service, Microsoft Office, Loans, Team Building, Cash Management, Financial Analysis, Credit, Data Entry, PowerPoint, Process Improvement, Small Business Lending, Commercial Lending, Credit Analysis, Banking, Leadership, Retail Banking, Risk Management, Sales Management, Strategic Planning, Marketing, Inventory Management, Budgets, Commercial Banking, Microsoft Word, Employee Relations, Consumer Lending, Microsoft Excel, Time Management, Underwriting, Sales, Project Management, Management, Access, Team Leadership, Accounts Payable, Customer Satisfaction, Payroll, New Business Development, Human Resources, Negotiation, Executive Management, Accounting, Operations Management, Insurance, Mortgage Lending, Teamwork, Finance, Public Speaking, Coaching, Change Management
Education
University of Phoenix 2008 — 2010
BSBA, Business Administration
Florida College 2003 — 2004
Adams Pediatric Dentistry August 2015 - Present
Regions Financial Corporation September 2014 - July 2015
Regions Financial Corporation October 2013 - September 2014
Chick-fil-A December 2011 - November 2012
Opus Bank November 2011 - February 2012
Fullerton Community Bank/Business Community Capital August 2011 - October 2011
Fullerton Community Bank/Business Community Capital July 2007 - August 2011
Brea Chamber of Commerce May 2006 - April 2007
Starbucks Coffee Company 2005 - 2006
Starbucks Coffee Company 2002 - 2003
Skills
Customer Service, Microsoft Office, Loans, Team Building, Cash Management, Financial Analysis, Credit, Data Entry, PowerPoint, Process Improvement, Small Business Lending, Commercial Lending, Credit Analysis, Banking, Leadership, Retail Banking, Risk Management, Sales Management, Strategic Planning, Marketing, Inventory Management, Budgets, Commercial Banking, Microsoft Word, Employee Relations, Consumer Lending, Microsoft Excel, Time Management, Underwriting, Sales, Project Management, Management, Access, Team Leadership, Accounts Payable, Customer Satisfaction, Payroll, New Business Development, Human Resources, Negotiation, Executive Management, Accounting, Operations Management, Insurance, Mortgage Lending, Teamwork, Finance, Public Speaking, Coaching, Change Management
Education
University of Phoenix 2008 — 2010
BSBA, Business Administration
Florida College 2003 — 2004
Maria E. delos Santos Maria E. delos Santos's Opus Bank Experience June 2012 - Present
Job Opus Bank Loan Servicing
Industry Financial Services
Experience
Opus Bank June 2012 - Present
FCI National Lenders, Inc April 2011 - April 2012
FREMONT INV December 2004 - April 2011
Signature Group Holdings December 2004 - April 2011
Wells Fargo Home Mortgage November 2000 - December 2004
Wells Fargo Home Mortgage January 2000 - January 2004
Life Bank October 1996 - November 2000
Home Savings of America February 1989 - October 1996
Home Savings of America January 1989 - January 1996
Skills
Account Reconciliation, Loans, Mortgage Lending, Loan Servicing, Analysis, Management
Education
Siena College
St. Joseph's College
Opus Bank June 2012 - Present
FCI National Lenders, Inc April 2011 - April 2012
FREMONT INV December 2004 - April 2011
Signature Group Holdings December 2004 - April 2011
Wells Fargo Home Mortgage November 2000 - December 2004
Wells Fargo Home Mortgage January 2000 - January 2004
Life Bank October 1996 - November 2000
Home Savings of America February 1989 - October 1996
Home Savings of America January 1989 - January 1996
Skills
Account Reconciliation, Loans, Mortgage Lending, Loan Servicing, Analysis, Management
Education
Siena College
St. Joseph's College
Katherine Romano Armado Katherine Romano Armado's Opus Bank Experience September 2013 - Present
Job Director, Relationship Banking at Opus Bank
Industry Staffing and Recruiting
Experience
Opus Bank September 2013 - Present
Opus Bank July 2012 - Present
Opus Bank January 2012 - Present
Opus Bank October 2010 - Present
March of Dimes July 2010 - Present
Robert Half International February 2008 - October 2010
The Ayco Company, L.P. August 2004 - February 2008
Education
University of California, Riverside 1999 — 2003
BA, Sociology, Law and Society, Philosophy
Opus Bank September 2013 - Present
Opus Bank July 2012 - Present
Opus Bank January 2012 - Present
Opus Bank October 2010 - Present
March of Dimes July 2010 - Present
Robert Half International February 2008 - October 2010
The Ayco Company, L.P. August 2004 - February 2008
Education
University of California, Riverside 1999 — 2003
BA, Sociology, Law and Society, Philosophy
Bonnie Kehe Bonnie Kehe's Opus Bank Experience 2010 - June 2011
Job SVP/Regional Manager Bank of the West
Industry Financial Services
Experience
Bank of the West June 2011 - Present
Temple Beth El of South Orange County July 2013 - Present
Temple Beth El of South Orange County June 2011 - June 2013
Opus Bank 2010 - June 2011
Comerica Bank 1998 - 2009
Sumitomo Bank 1994 - 1998
Skills
Loans, Credit Analysis, Portfolio Management, Commercial Lending, Asset Based Lending, Commercial Banking, Banking, Middle Market, Credit, Small Business Lending, Lines Of Credit, Loan Origination, Financial Analysis, Retail Banking, Credit Risk, Mergers & Acquisitions, Financial Modeling, Underwriting, Commercial Mortgages, Cash Management, Mortgage Lending, Consumer Lending, Financial Structuring, Capital Markets, Private Banking, Finance
Education
University of California, Riverside
BS, Economics
Bank of the West June 2011 - Present
Temple Beth El of South Orange County July 2013 - Present
Temple Beth El of South Orange County June 2011 - June 2013
Opus Bank 2010 - June 2011
Comerica Bank 1998 - 2009
Sumitomo Bank 1994 - 1998
Skills
Loans, Credit Analysis, Portfolio Management, Commercial Lending, Asset Based Lending, Commercial Banking, Banking, Middle Market, Credit, Small Business Lending, Lines Of Credit, Loan Origination, Financial Analysis, Retail Banking, Credit Risk, Mergers & Acquisitions, Financial Modeling, Underwriting, Commercial Mortgages, Cash Management, Mortgage Lending, Consumer Lending, Financial Structuring, Capital Markets, Private Banking, Finance
Education
University of California, Riverside
BS, Economics
Miguel Serricchio's Opus Bank Experience September 2013 - Present
Job Senior Managing Director Treasury Management Services at Opus Bank
Industry Banking
Experience
Opus Bank September 2013 - Present
Opus Bank February 2012 - Present
Santa Clarita Tri Club 2012 - 2014
First California Bank January 2012 - February 2012
East West Bank May 2010 - February 2012
Paseo Club 2010 - 2011
Bank of the West October 2009 - May 2010
Bank of the West March 2008 - September 2009
Bank of the West April 2007 - February 2008
Citigroup 1985 - 2007
Skills
Cash Management, Treasury Management, FX, Cards, Commercial Banking, Retail Banking, Payments, Internet Banking, Cross Selling, Credit Cards, Liquidity Management, Executive Management, Financial Institutions, Back Office, Due Diligence, Credit, Financial Services, Vendor Management, Credit Risk, Loans, ACH, Banking, AML, Portfolio Management, Strategy, Risk Management, Management, Commercial Lending, Finance, Mergers & Acquisitions, Leadership, Financial Risk, Loan Origination, Operational Risk..., Investment Banking, FX Options, Cross-functional Team..., Treasury Services, Capital Markets, Private Banking, Credit Analysis, Trade Finance, Payment Systems, Financial Analysis, Foreign Exchange, Small Business Lending, Asset Based Lending, Consumer Lending, Relationship Management, Corporate Finance
Education
Universidad Argentina de la Empresa 1981 — 1984
Bachelors in International Commerce
Opus Bank September 2013 - Present
Opus Bank February 2012 - Present
Santa Clarita Tri Club 2012 - 2014
First California Bank January 2012 - February 2012
East West Bank May 2010 - February 2012
Paseo Club 2010 - 2011
Bank of the West October 2009 - May 2010
Bank of the West March 2008 - September 2009
Bank of the West April 2007 - February 2008
Citigroup 1985 - 2007
Skills
Cash Management, Treasury Management, FX, Cards, Commercial Banking, Retail Banking, Payments, Internet Banking, Cross Selling, Credit Cards, Liquidity Management, Executive Management, Financial Institutions, Back Office, Due Diligence, Credit, Financial Services, Vendor Management, Credit Risk, Loans, ACH, Banking, AML, Portfolio Management, Strategy, Risk Management, Management, Commercial Lending, Finance, Mergers & Acquisitions, Leadership, Financial Risk, Loan Origination, Operational Risk..., Investment Banking, FX Options, Cross-functional Team..., Treasury Services, Capital Markets, Private Banking, Credit Analysis, Trade Finance, Payment Systems, Financial Analysis, Foreign Exchange, Small Business Lending, Asset Based Lending, Consumer Lending, Relationship Management, Corporate Finance
Education
Universidad Argentina de la Empresa 1981 — 1984
Bachelors in International Commerce
Nathan Werdowatz Nathan Werdowatz's Opus Bank Experience April 2014 - Present
Job Income Property Banking Associate at Opus Bank
Industry Commercial Real Estate
Experience
Opus Bank April 2014 - Present
Merrill Lynch July 2011 - November 2013
Skills
Leadership, Microsoft Excel, Mutual Funds, Research, Financial Analysis, Management, PowerPoint, Investments, Banking, Finance, Financial Modeling, Customer Service, Mathematics, Attention to Detail, Arabic, California Municipal..., Real Estate, Credit Analysis, Commercial Real Estate, Multi Family Properties, Commercial Lending, Real Estate Financing, Commercial Real Estate...
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Science (BS), Finance
United States Marine Corps Officer Candidate School 2010 — 2011
Military Leadership, Top 10%
Horizon High School 2004 — 2008
Opus Bank April 2014 - Present
Merrill Lynch July 2011 - November 2013
Skills
Leadership, Microsoft Excel, Mutual Funds, Research, Financial Analysis, Management, PowerPoint, Investments, Banking, Finance, Financial Modeling, Customer Service, Mathematics, Attention to Detail, Arabic, California Municipal..., Real Estate, Credit Analysis, Commercial Real Estate, Multi Family Properties, Commercial Lending, Real Estate Financing, Commercial Real Estate...
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Science (BS), Finance
United States Marine Corps Officer Candidate School 2010 — 2011
Military Leadership, Top 10%
Horizon High School 2004 — 2008
janice hawkins janice hawkins's Opus Bank Experience March 2012 - Present
Job Facilities Department
Industry Banking
Experience
Opus Bank March 2012 - Present
Federal Deposit Insurance Corporation September 2009 - January 2012
Lambda Research Optics, Inc, January 2008 - December 2008
Shea Homes January 2000 - October 2007
Skills
Process Scheduler, Outlook, Budgets, Customer Service, Team Building, Microsoft Office, Employee Relations, Contract Management, Microsoft Word, Microsoft Excel, Contract Negotiation, Strategic Planning, Process Improvement, PowerPoint, Human Resources, Construction Management, Operations Management, Risk Management, Management, Procurement
Education
National University 2009 — 2011
Bachelor of Arts, Business Administration
Regis University 2007 — 2009
Associate of Arts, General Studies
Opus Bank March 2012 - Present
Federal Deposit Insurance Corporation September 2009 - January 2012
Lambda Research Optics, Inc, January 2008 - December 2008
Shea Homes January 2000 - October 2007
Skills
Process Scheduler, Outlook, Budgets, Customer Service, Team Building, Microsoft Office, Employee Relations, Contract Management, Microsoft Word, Microsoft Excel, Contract Negotiation, Strategic Planning, Process Improvement, PowerPoint, Human Resources, Construction Management, Operations Management, Risk Management, Management, Procurement
Education
National University 2009 — 2011
Bachelor of Arts, Business Administration
Regis University 2007 — 2009
Associate of Arts, General Studies
Roland Luke Roland Luke's Opus Bank Experience February 2012 - Present
Job Business/Computer Systems Analyst Data and Imaging Integration at Opus Bank
Industry Banking
Experience
Opus Bank February 2012 - Present
Kinecta Federal Credit Union April 2008 - February 2012
L.A Records Management February 2007 - September 2007
Global Archives January 2006 - February 2007
O'Neil Software June 2002 - January 2006
Recall September 1995 - June 2002
Skills
Document Management, Records Management, Information Management, Document Imaging, Enterprise Content..., EDRMS, Business Analysis, Scanners, Compliance, Process Improvement, Operations Management, Databases, Business Intelligence, Business Process..., Microsoft SQL Server, Data Warehousing, SQL, Business Process, Disaster Recovery, Banking, SDLC, Management, Risk Management, Project Management, Vendor Management, HMDA, Integration, Consulting, Program Management, Change Management
Education
Sheridan College 1997 — 2001
Computers/Project Managment
Sir John A Macdonald
Opus Bank February 2012 - Present
Kinecta Federal Credit Union April 2008 - February 2012
L.A Records Management February 2007 - September 2007
Global Archives January 2006 - February 2007
O'Neil Software June 2002 - January 2006
Recall September 1995 - June 2002
Skills
Document Management, Records Management, Information Management, Document Imaging, Enterprise Content..., EDRMS, Business Analysis, Scanners, Compliance, Process Improvement, Operations Management, Databases, Business Intelligence, Business Process..., Microsoft SQL Server, Data Warehousing, SQL, Business Process, Disaster Recovery, Banking, SDLC, Management, Risk Management, Project Management, Vendor Management, HMDA, Integration, Consulting, Program Management, Change Management
Education
Sheridan College 1997 — 2001
Computers/Project Managment
Sir John A Macdonald
Thomas Hill Thomas Hill's Opus Bank Experience September 2014 - Present
Job Senior Managing Director, Commercial Business Banking Opus Bank
Industry Banking
Experience
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Denyse Irwin Denyse Irwin's Opus Bank Experience December 2011 - September 2014
Job Senior Staffing Specialist
Industry Human Resources
Experience
B. Braun Medical September 2014 - Present
Opus Bank December 2011 - September 2014
ICF International September 2011 - October 2013
Hyundai Capital America December 2010 - September 2011
CoreLogic February 2008 - October 2010
QTC Managment October 2007 - February 2008
LendingTree Loans June 2005 - November 2007
Novastar Mortgage November 2004 - June 2005
James Hardie 2003 - 2004
Skills
Finance, Medicine, Sales, Onboarding, Mortgage Lending, Recruiting, Applicant Tracking..., Sourcing, Human Resources, Talent Management, HRIS, Executive Search, Temporary Placement, Talent Acquisition, Workforce Planning, Internet Recruiting, Benefits Negotiation, Training, Interviews, HR Policies, Deferred Compensation, Leadership, Contract Recruitment, Employee Relations, Taleo, Cold Calling, College Recruiting, Management, Employee Benefits, Technical Recruiting, New Hire Orientations, Hiring, Screening Resumes, Screening, Networking, Search, Personnel Management, Benefits Administration, Temporary Staffing, Job Fairs, Employment Law, Resume Writing, Staffing Services, Employee Engagement, Performance Management, Employer Branding, Succession Planning, Job Descriptions, Career Development, FMLA
Education
University of Southern California 1984 — 1986
Corona Del Mar High School
B. Braun Medical September 2014 - Present
Opus Bank December 2011 - September 2014
ICF International September 2011 - October 2013
Hyundai Capital America December 2010 - September 2011
CoreLogic February 2008 - October 2010
QTC Managment October 2007 - February 2008
LendingTree Loans June 2005 - November 2007
Novastar Mortgage November 2004 - June 2005
James Hardie 2003 - 2004
Skills
Finance, Medicine, Sales, Onboarding, Mortgage Lending, Recruiting, Applicant Tracking..., Sourcing, Human Resources, Talent Management, HRIS, Executive Search, Temporary Placement, Talent Acquisition, Workforce Planning, Internet Recruiting, Benefits Negotiation, Training, Interviews, HR Policies, Deferred Compensation, Leadership, Contract Recruitment, Employee Relations, Taleo, Cold Calling, College Recruiting, Management, Employee Benefits, Technical Recruiting, New Hire Orientations, Hiring, Screening Resumes, Screening, Networking, Search, Personnel Management, Benefits Administration, Temporary Staffing, Job Fairs, Employment Law, Resume Writing, Staffing Services, Employee Engagement, Performance Management, Employer Branding, Succession Planning, Job Descriptions, Career Development, FMLA
Education
University of Southern California 1984 — 1986
Corona Del Mar High School
Balaji Krishna Balaji Krishna's Opus Bank Experience August 2013 - Present
Job Chief Sales Officer at Opus Bank
Industry Banking
Experience
Opus Bank August 2013 - Present
Opus Bank September 2012 - July 2013
Opus Bank December 2010 - September 2012
Irwin Union Bank / Beach Business Bank 2008 - 2010
Vineyard Bank 2006 - 2008
Commercial Capital Bank 2005 - 2006
Bank of America 2001 - 2005
Skills
Credit, Banking, Investments, Cash Management, Microsoft Office, Leadership, Sales, Finance, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Management, Treasury Management, Loans
Education
University of Florida
Bachelors, Economics
Opus Bank August 2013 - Present
Opus Bank September 2012 - July 2013
Opus Bank December 2010 - September 2012
Irwin Union Bank / Beach Business Bank 2008 - 2010
Vineyard Bank 2006 - 2008
Commercial Capital Bank 2005 - 2006
Bank of America 2001 - 2005
Skills
Credit, Banking, Investments, Cash Management, Microsoft Office, Leadership, Sales, Finance, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Management, Treasury Management, Loans
Education
University of Florida
Bachelors, Economics
Brad Davis's Opus Bank Experience December 2010 - Present
Job EVP | CMO Opus Bank, North America CMO Council Advisory Board
Industry Marketing and Advertising
Experience
Opus Bank December 2010 - Present
U.S. and E.U. Based Renewable Energy Firms October 2007 - December 2010
Retail Advertising and Marketing Association February 2004 - January 2006
Washington Mutual, Inc. 1996 - 2005
Dayton Hudson Corporation, Mervyn's Division 1981 - 1995
Skills
Customer Experience, Marketing, Management Consulting, Customer Acquisition, Mergers, Multi-channel Marketing, Brand Development, Integrated Marketing, Retail, Brand Management, Marketing Strategy, Finance, Social Media Marketing, Banking, Strategy, Budgets, Digital Strategy, Mergers & Acquisitions, Cross-functional Team..., Sales, Management, Entrepreneurship, Human Resources, Creativity, Advertising, Market Planning
Education
West Virginia University College of Law 1977 — 1980
Doctorate
Salem International University 1973 — 1977
Bachelors of Arts
Opus Bank December 2010 - Present
U.S. and E.U. Based Renewable Energy Firms October 2007 - December 2010
Retail Advertising and Marketing Association February 2004 - January 2006
Washington Mutual, Inc. 1996 - 2005
Dayton Hudson Corporation, Mervyn's Division 1981 - 1995
Skills
Customer Experience, Marketing, Management Consulting, Customer Acquisition, Mergers, Multi-channel Marketing, Brand Development, Integrated Marketing, Retail, Brand Management, Marketing Strategy, Finance, Social Media Marketing, Banking, Strategy, Budgets, Digital Strategy, Mergers & Acquisitions, Cross-functional Team..., Sales, Management, Entrepreneurship, Human Resources, Creativity, Advertising, Market Planning
Education
West Virginia University College of Law 1977 — 1980
Doctorate
Salem International University 1973 — 1977
Bachelors of Arts
Tammy Kwasigroch's Opus Bank Experience June 2013 - Present
Job VP, Retail Banking Manager at Opus Bank
Industry Banking
Experience
Opus Bank June 2013 - Present
Home Start Inc. 2006 - 2014
US Bank October 2009 - June 2013
San Diego National Bank May 2007 - October 2009
California Bank & Trust 2006 - 2007
Washington Mutual 1997 - 2005
Home Savings of America 1995 - 1997
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Consumer Lending, Loan Origination, Branch Management, Cash Management, Credit, Commercial Mortgages, Finance, Credit Analysis, Branch Banking, Mortgage Lending, Deposits, Cross Selling, Banking, Retail Banking, Mortgage Banking, Refinance, Underwriting, Relationship Management, Treasury Management, Residential Mortgages, Asset Based Lending, Credit Cards
Education
San Diego State University-California State University 1997 — 2001
Bachelor, Sociology
Opus Bank June 2013 - Present
Home Start Inc. 2006 - 2014
US Bank October 2009 - June 2013
San Diego National Bank May 2007 - October 2009
California Bank & Trust 2006 - 2007
Washington Mutual 1997 - 2005
Home Savings of America 1995 - 1997
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Consumer Lending, Loan Origination, Branch Management, Cash Management, Credit, Commercial Mortgages, Finance, Credit Analysis, Branch Banking, Mortgage Lending, Deposits, Cross Selling, Banking, Retail Banking, Mortgage Banking, Refinance, Underwriting, Relationship Management, Treasury Management, Residential Mortgages, Asset Based Lending, Credit Cards
Education
San Diego State University-California State University 1997 — 2001
Bachelor, Sociology
Kelli Wilson's Opus Bank Experience June 2010 - February 2013
Job Regional Retail Manager
Industry Banking
Experience
Heritage Bank February 2013 - Present
Opus Bank June 2010 - February 2013
Washington Federal Savings, formerly Horizon Bank June 2006 - June 2010
Key Bank 2004 - 2006
EverTrust Bank January 1989 - October 2004
Skills
Staff Development, Leadership, Coaching, Training, Customer Service, Budgets, Strategic Planning, Banking, Sales Management, Sales, Facilitators, Team Building, Public Speaking, Small Business, Marketing, Commercial Lending, Credit, Retail, Networking, Risk Management, Operations Management, Time Management, Loans, Customer Satisfaction, Small Business Lending, Retail Banking, Commercial Banking, Lines Of Credit, Consumer Lending, Mortgage Lending
Education
Shoreline Community College 1986 — 1987
High School
Heritage Bank February 2013 - Present
Opus Bank June 2010 - February 2013
Washington Federal Savings, formerly Horizon Bank June 2006 - June 2010
Key Bank 2004 - 2006
EverTrust Bank January 1989 - October 2004
Skills
Staff Development, Leadership, Coaching, Training, Customer Service, Budgets, Strategic Planning, Banking, Sales Management, Sales, Facilitators, Team Building, Public Speaking, Small Business, Marketing, Commercial Lending, Credit, Retail, Networking, Risk Management, Operations Management, Time Management, Loans, Customer Satisfaction, Small Business Lending, Retail Banking, Commercial Banking, Lines Of Credit, Consumer Lending, Mortgage Lending
Education
Shoreline Community College 1986 — 1987
High School
David Emerson David Emerson's Opus Bank Experience June 2013 - July 2014
Job Merchandising Manager, Creative Development at TMobile
Industry Telecommunications
Experience
T-Mobile August 2014 - Present
Opus Bank June 2013 - July 2014
T-Mobile August 2011 - June 2013
Lifelong AIDS Alliance May 2010 - August 2011
Coldwell Banker Bain April 2009 - May 2010
Washington Mutual April 2006 - January 2009
Washington Mutual February 2003 - February 2006
Washington Mutual Bank May 2000 - February 2003
Skills
Program Management, Event Management, National Promotions, Marketing Management, Collateral, Direct Marketing, Marketing, Marketing Communications, Vendor Management, Marketing Strategy, Strategic Planning, Event Planning, Integrated Marketing, Analytics, Strategy, Customer Satisfaction, Advertising, Brand Management, Management, CRM, Budgets, Strategic Partnerships, Product Management, Social Media, Leadership, Fundraising, Competitive Analysis, Cross-functional Team..., Email Marketing, Account Management, Digital Marketing, Sales Management, Multi-channel Marketing, Product Marketing, Sponsorship, Lead Generation, Market Planning, New Business Development, Retail, Customer Retention, Online Marketing, Social Media Marketing, Relationship Marketing, Brand Development, Online Advertising, Market Research, B2B
Education
Western Governors University - Washington 2012 — 2015
Bachelor of Science (BS)
Portland State University
Certificate
T-Mobile August 2014 - Present
Opus Bank June 2013 - July 2014
T-Mobile August 2011 - June 2013
Lifelong AIDS Alliance May 2010 - August 2011
Coldwell Banker Bain April 2009 - May 2010
Washington Mutual April 2006 - January 2009
Washington Mutual February 2003 - February 2006
Washington Mutual Bank May 2000 - February 2003
Skills
Program Management, Event Management, National Promotions, Marketing Management, Collateral, Direct Marketing, Marketing, Marketing Communications, Vendor Management, Marketing Strategy, Strategic Planning, Event Planning, Integrated Marketing, Analytics, Strategy, Customer Satisfaction, Advertising, Brand Management, Management, CRM, Budgets, Strategic Partnerships, Product Management, Social Media, Leadership, Fundraising, Competitive Analysis, Cross-functional Team..., Email Marketing, Account Management, Digital Marketing, Sales Management, Multi-channel Marketing, Product Marketing, Sponsorship, Lead Generation, Market Planning, New Business Development, Retail, Customer Retention, Online Marketing, Social Media Marketing, Relationship Marketing, Brand Development, Online Advertising, Market Research, B2B
Education
Western Governors University - Washington 2012 — 2015
Bachelor of Science (BS)
Portland State University
Certificate
Jennifer DePrey Jennifer DePrey's Opus Bank Experience April 2008 - August 2012
Job School Counselor at Oak Harbor School District
Industry Education Management
Experience
Oak Harbor School District August 2013 - Present
Opus Bank April 2008 - August 2012
Skills
Mental Health, Mental Health Counseling, Group Therapy, Community Outreach, Crisis Intervention, Social Services, Adolescents, Counseling Psychology, Nonprofits, Cpr Certified, Family Therapy, Leadership, Case Management, CBT
Education
Seattle University 2010 — 2013
Masters of Arts in Education, Mental Health Counseling/Counselor
Western Washington University 2007 — 2010
Bachelor of Arts (BA), Human Services
Oak Harbor School District August 2013 - Present
Opus Bank April 2008 - August 2012
Skills
Mental Health, Mental Health Counseling, Group Therapy, Community Outreach, Crisis Intervention, Social Services, Adolescents, Counseling Psychology, Nonprofits, Cpr Certified, Family Therapy, Leadership, Case Management, CBT
Education
Seattle University 2010 — 2013
Masters of Arts in Education, Mental Health Counseling/Counselor
Western Washington University 2007 — 2010
Bachelor of Arts (BA), Human Services
Jon Snow Jon Snow's Opus Bank Experience 2011 - 2013
Job CoFounder of 3SC Capital Partners & Crescent Canyon Management
Industry Real Estate
Experience
3SC Capital Partners April 2013 - Present
Crescent Canyon Management April 2014 - Present
Opus Bank 2011 - 2013
JRK Property Holdings 2009 - 2011
Calera Investment Group 2007 - 2008
MJW Investments 2005 - 2007
Interstate Equities Corp. (IEC) 2003 - 2005
Riverstone Residential Group (FKA Stratus Real Estate) 2002 - 2003
Skills
Debt Restructuring, Asset Managment, Residential Homes, Management, Due Diligence, Disposition, Acquisitions, Mutual Funds, Asset Management, Valuation, Analysis, Credit, Negotiation, Finance, Property Management, Corporate Finance, Mortgage Lending, Real Estate, Loans, Investment Properties, Financial Modeling, Real Estate Economics, Venture Capital, Commercial Real Estate, Capital Markets, Business Planning, Property, REO, Brokerage, Financial Structuring, Equities, Underwriting, Private Equity, Investment Banking, Credit Analysis, Apartments, Entrepreneurship, Leases, Financial Analysis, Structured Finance, Cash Flow, Investments, Strategy, Mergers & Acquisitions, Business Valuation, Banking, Joint Ventures, Portfolio Management, Real Estate Development, Real Estate Financing
Education
USC Marshall MBA 2005 — 2008
MBA, Real Estate Finance
USC Master of Real Estate Development 2005 — 2008
MRED
University of Southern California 1992 — 1997
BARCH, Architecture
Punahou School 1989 — 1992
High School
3SC Capital Partners April 2013 - Present
Crescent Canyon Management April 2014 - Present
Opus Bank 2011 - 2013
JRK Property Holdings 2009 - 2011
Calera Investment Group 2007 - 2008
MJW Investments 2005 - 2007
Interstate Equities Corp. (IEC) 2003 - 2005
Riverstone Residential Group (FKA Stratus Real Estate) 2002 - 2003
Skills
Debt Restructuring, Asset Managment, Residential Homes, Management, Due Diligence, Disposition, Acquisitions, Mutual Funds, Asset Management, Valuation, Analysis, Credit, Negotiation, Finance, Property Management, Corporate Finance, Mortgage Lending, Real Estate, Loans, Investment Properties, Financial Modeling, Real Estate Economics, Venture Capital, Commercial Real Estate, Capital Markets, Business Planning, Property, REO, Brokerage, Financial Structuring, Equities, Underwriting, Private Equity, Investment Banking, Credit Analysis, Apartments, Entrepreneurship, Leases, Financial Analysis, Structured Finance, Cash Flow, Investments, Strategy, Mergers & Acquisitions, Business Valuation, Banking, Joint Ventures, Portfolio Management, Real Estate Development, Real Estate Financing
Education
USC Marshall MBA 2005 — 2008
MBA, Real Estate Finance
USC Master of Real Estate Development 2005 — 2008
MRED
University of Southern California 1992 — 1997
BARCH, Architecture
Punahou School 1989 — 1992
High School
Sangjin Na Sangjin Na's Opus Bank Experience August 2014 - March 2015
Job Portfolio Analyst Healthcare Banking at Opus Bank
Industry Financial Services
Experience
Opus Bank August 2014 - March 2015
Opus Bank June 2013 - August 2014
Archipelago Botanicals August 2011 - June 2013
Lionsgate August 2010 - December 2010
UCLA Transportation August 2009 - January 2010
Skills
Microsoft Excel, Customer Service, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Sales, Financial Reporting, Social Media, Finance, Portfolio Management, Financial Modeling
Education
University of California, Los Angeles 2006 — 2011
Bachelor of Arts (B.A.), Economics / Global Studies
Opus Bank August 2014 - March 2015
Opus Bank June 2013 - August 2014
Archipelago Botanicals August 2011 - June 2013
Lionsgate August 2010 - December 2010
UCLA Transportation August 2009 - January 2010
Skills
Microsoft Excel, Customer Service, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Financial Analysis, Sales, Financial Reporting, Social Media, Finance, Portfolio Management, Financial Modeling
Education
University of California, Los Angeles 2006 — 2011
Bachelor of Arts (B.A.), Economics / Global Studies
Leticia Crawford, MBA Leticia Crawford, MBA's Opus Bank Experience July 2013 - March 2015
Job Finance Professional
Industry Financial Services
Experience
- 2011 - Present
Opus Bank July 2013 - March 2015
Bank of the West 2009 - 2011
Fremont Investments 2007 - 2009
Fremont Investments 2005 - 2007
Aames Capital 2004 - 2005
Aames Capital 2002 - 2004
Skills
Financial Planning &..., Fin and Operating..., Portfolio Analysis, ALLL, Strategic Business..., Financial Modeling, Financial Data..., Portfolio Management, Business Analysis, Financial Analysis, Mortgage Banking, Comprehensive Capital..., Financial Reporting, Strategic Financial..., Credit, Credit Risk, Management, Leadership, Analysis, Banking, Loans, Risk Management, Finance
Education
University of La Verne 2003 — 2005
MBA, Finance
University of La Verne 2000 — 2003
Bachelor of Arts (BA), Accounting and Finance
- 2011 - Present
Opus Bank July 2013 - March 2015
Bank of the West 2009 - 2011
Fremont Investments 2007 - 2009
Fremont Investments 2005 - 2007
Aames Capital 2004 - 2005
Aames Capital 2002 - 2004
Skills
Financial Planning &..., Fin and Operating..., Portfolio Analysis, ALLL, Strategic Business..., Financial Modeling, Financial Data..., Portfolio Management, Business Analysis, Financial Analysis, Mortgage Banking, Comprehensive Capital..., Financial Reporting, Strategic Financial..., Credit, Credit Risk, Management, Leadership, Analysis, Banking, Loans, Risk Management, Finance
Education
University of La Verne 2003 — 2005
MBA, Finance
University of La Verne 2000 — 2003
Bachelor of Arts (BA), Accounting and Finance
Laurie Fridd Laurie Fridd's Opus Bank Experience May 2011 - Present
Job Director of Secondary Marketing at Opus Bank
Industry Financial Services
Experience
OPUS BANK May 2011 - Present
Prudential California Realty September 2009 - 2011
PFF BANK & TRUST 1994 - March 2009
Pomona First Federal S&L Association 1991 - 1994
Pomona First Federal S&L Association 1987 - 1991
Pomona First Federal S&L Association 1983 - 1987
Pomona First Federal S&L Association 1977 - 1983
Education
Mt. San Antonio College 1976 — 1978
Business and Finance
OPUS BANK May 2011 - Present
Prudential California Realty September 2009 - 2011
PFF BANK & TRUST 1994 - March 2009
Pomona First Federal S&L Association 1991 - 1994
Pomona First Federal S&L Association 1987 - 1991
Pomona First Federal S&L Association 1983 - 1987
Pomona First Federal S&L Association 1977 - 1983
Education
Mt. San Antonio College 1976 — 1978
Business and Finance
Jennifer Koval's Opus Bank Experience March 2015 - Present
Job VP, Client Experience Center Manager at Opus Bank
Industry Banking
Experience
Opus Bank March 2015 - Present
Key Bank January 2012 - March 2015
KeyBank January 2011 - January 2012
KeyBank November 2006 - January 2011
Skills
Small Business Lending, Commercial Lending, Strategy, Retail Banking, Consumer Lending, Commercial Banking, Underwriting, Sales Management, Loans, Networking, Lines Of Credit, Small Business, Banking, Credit, Credit Analysis, SBA, Mortgage Lending, Branch Management, Commercial Mortgages, Loan Origination, Cross Selling, Treasury Management, Leadership, Mortgage Banking, Deposits, Investments, Cash Management, Portfolio Management, Relationship Management, Private Banking, Branch Banking, Home Equity Loans, Refinance, Credit Risk, Construction Loans, Management, Risk Management, Financial Analysis, Finance, Financial Services, Customer Service
Education
Pacific Coast Banking School 2010 — 2012
Southwestern College
Business, Management, Marketing, and Related Support Services
University of Phoenix
Finance, General
Opus Bank March 2015 - Present
Key Bank January 2012 - March 2015
KeyBank January 2011 - January 2012
KeyBank November 2006 - January 2011
Skills
Small Business Lending, Commercial Lending, Strategy, Retail Banking, Consumer Lending, Commercial Banking, Underwriting, Sales Management, Loans, Networking, Lines Of Credit, Small Business, Banking, Credit, Credit Analysis, SBA, Mortgage Lending, Branch Management, Commercial Mortgages, Loan Origination, Cross Selling, Treasury Management, Leadership, Mortgage Banking, Deposits, Investments, Cash Management, Portfolio Management, Relationship Management, Private Banking, Branch Banking, Home Equity Loans, Refinance, Credit Risk, Construction Loans, Management, Risk Management, Financial Analysis, Finance, Financial Services, Customer Service
Education
Pacific Coast Banking School 2010 — 2012
Southwestern College
Business, Management, Marketing, and Related Support Services
University of Phoenix
Finance, General
Edwin Shih Edwin Shih's Opus Bank Experience March 2015 - Present
Job Analyst at Opus Bank
Industry Financial Services
Experience
Opus Bank March 2015 - Present
Kinecta Federal Credit Union July 2012 - Present
Johnson and Johnson September 2011 - December 2011
Edgefort Capital March 2011 - August 2011
Whittier Trust Company July 2007 - June 2009
Dimensional Fund Advisors April 2006 - June 2007
Disney Consumer Products July 2005 - December 2005
Skills
Equity Research, Portfolio Management, Finance, Financial Modeling, Investments, Data Analysis, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA, Finance
Pitzer College
Bachelor of Arts, Economics
Opus Bank March 2015 - Present
Kinecta Federal Credit Union July 2012 - Present
Johnson and Johnson September 2011 - December 2011
Edgefort Capital March 2011 - August 2011
Whittier Trust Company July 2007 - June 2009
Dimensional Fund Advisors April 2006 - June 2007
Disney Consumer Products July 2005 - December 2005
Skills
Equity Research, Portfolio Management, Finance, Financial Modeling, Investments, Data Analysis, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
MBA, Finance
Pitzer College
Bachelor of Arts, Economics
Patti Sturgill's Opus Bank Experience April 2014 - February 2015
Job Vice President and Business Banker at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank February 2015 - Present
Opus Bank April 2014 - February 2015
Bank of the West 2011 - April 2014
US Bank September 2010 - November 2011
US Bank December 2007 - September 2010
US Bank October 2008 - July 2009
Skills
Account Management, Underwriting, Small Business Lending, Retail, Business Development, Commercial Lending, Loans, Banking, Commercial Banking, Finance, Cash Management, Loan Origination, Portfolio Management, Commercial Mortgages, Small Business, Credit, Commercial Real Estate, Management, Real Estate, Credit Analysis
Education
Portland State University - School of Business 2004 — 2007
Bachelor of Science, Finance
Portland State University - School of Business
Bachelor of Science-Finance
First Citizens Bank February 2015 - Present
Opus Bank April 2014 - February 2015
Bank of the West 2011 - April 2014
US Bank September 2010 - November 2011
US Bank December 2007 - September 2010
US Bank October 2008 - July 2009
Skills
Account Management, Underwriting, Small Business Lending, Retail, Business Development, Commercial Lending, Loans, Banking, Commercial Banking, Finance, Cash Management, Loan Origination, Portfolio Management, Commercial Mortgages, Small Business, Credit, Commercial Real Estate, Management, Real Estate, Credit Analysis
Education
Portland State University - School of Business 2004 — 2007
Bachelor of Science, Finance
Portland State University - School of Business
Bachelor of Science-Finance
Kristina Duran's Opus Bank Experience November 2014 - Present
Job Content/ Freelance Writer
Industry Online Media
Experience
Self January 2015 - Present
Opus Bank November 2014 - Present
Wells Fargo November 2010 - Present
Skills
Banking, Loans, Financial Services, Retail Banking, Customer Service, Credit, Microsoft Office, Microsoft Excel, Sales, Commercial Banking, Risk Management, Microsoft Word, Teamwork, Outlook
Education
Southern New Hampshire University 2012 — 2015
English/ Creative Writing, English Language and Literature, General
Self January 2015 - Present
Opus Bank November 2014 - Present
Wells Fargo November 2010 - Present
Skills
Banking, Loans, Financial Services, Retail Banking, Customer Service, Credit, Microsoft Office, Microsoft Excel, Sales, Commercial Banking, Risk Management, Microsoft Word, Teamwork, Outlook
Education
Southern New Hampshire University 2012 — 2015
English/ Creative Writing, English Language and Literature, General
Jamie Hauer's Opus Bank Experience June 2014 - Present
Job Community Impact Specialist, Opus Community Foundation
Industry Philanthropy
Experience
Opus Bank June 2014 - Present
Education
Pepperdine University 2005 — 2009
Bachelor of Arts (B.A.)
Opus Bank June 2014 - Present
Education
Pepperdine University 2005 — 2009
Bachelor of Arts (B.A.)
Jennifer Fraga Jennifer Fraga's Opus Bank Experience November 2011 - August 2012
Job VP, Branch Manager at Banc of California
Industry Financial Services
Experience
Banc of California November 2014 - Present
Popular Community Bank July 2012 - Present
Opus Bank November 2011 - August 2012
Fullerton Community Bank/Business Community Capital 1999 - 2011
First Federal Savings and Loan Assoc. September 1997 - February 1999
Skills
Loans, Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Cash Management, Small Business Lending, Credit, Credit Analysis, Underwriting, Retail Banking, Sales Management, Financial Analysis, SBA, Mortgage Banking, New Business Development, Risk Management, Change Management, Microsoft Office, Team Building, Asset Based Lending, Bank Secrecy Act, Branch Banking, Branch Management, Business Development, Cash Flow, Coaching, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Deposits, Expense Management, Finance, Financial Advisory, Financial Institutions, Financial Modeling, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Negotiation, Operations Management, Portfolio Management, Process Improvement, Refinance
Education
Pepperdine University 1993 — 1997
BA, Psychology
Banc of California November 2014 - Present
Popular Community Bank July 2012 - Present
Opus Bank November 2011 - August 2012
Fullerton Community Bank/Business Community Capital 1999 - 2011
First Federal Savings and Loan Assoc. September 1997 - February 1999
Skills
Loans, Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Cash Management, Small Business Lending, Credit, Credit Analysis, Underwriting, Retail Banking, Sales Management, Financial Analysis, SBA, Mortgage Banking, New Business Development, Risk Management, Change Management, Microsoft Office, Team Building, Asset Based Lending, Bank Secrecy Act, Branch Banking, Branch Management, Business Development, Cash Flow, Coaching, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Deposits, Expense Management, Finance, Financial Advisory, Financial Institutions, Financial Modeling, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Negotiation, Operations Management, Portfolio Management, Process Improvement, Refinance
Education
Pepperdine University 1993 — 1997
BA, Psychology
Angie (Morales) Koenig Angie (Morales) Koenig's Opus Bank Experience December 2012 - Present
Job Senior Recruiter at Opus Bank
Industry Staffing and Recruiting
Experience
Opus Bank December 2012 - Present
Advantage Professional (division of Advantage Resourcing) April 2011 - December 2012
Accounting Options June 2009 - April 2011
Creative Financial Staffing (CFS) March 2008 - May 2009
Davidson Legal Staffing October 2006 - October 2007
Accounting Options, Inc. August 2001 - October 2006
Accounting Principals June 1996 - August 2001
Skills
Job Diva, Sendouts, PC Recruiter, Employee Relations, Hiring, Accounting, Banking, Talent Acquisition, Screening, Full-cycle Recruiting, Interviewing, Sourcing, Applicant Tracking..., Temporary Staffing, Payroll, Salary Negotiation, Onboarding, Talent Management, Outlook, Administration, Customer Service, Word, Resume Writing, Customer Relations, Staffing Industry, Coaching, Employee Engagement, Cold Calling, Account Management, Excel, Permanent Placement, Vendor Management, Recruitment/Retention, Executive Search, Direct Recruiting, Mentoring, Compensation, Microsoft Word, Microsoft Excel, Benefits Negotiation, Recruiting, Retail Banking, Industrial Sector, Interviews, Technical Recruiting, Human Resources, System Administration, Temporary Placement, Taleo, Commercial Banking
Education
Orange Coast College 2002 — 2005
University of Phoenix
BS, Human Resource Management
Opus Bank December 2012 - Present
Advantage Professional (division of Advantage Resourcing) April 2011 - December 2012
Accounting Options June 2009 - April 2011
Creative Financial Staffing (CFS) March 2008 - May 2009
Davidson Legal Staffing October 2006 - October 2007
Accounting Options, Inc. August 2001 - October 2006
Accounting Principals June 1996 - August 2001
Skills
Job Diva, Sendouts, PC Recruiter, Employee Relations, Hiring, Accounting, Banking, Talent Acquisition, Screening, Full-cycle Recruiting, Interviewing, Sourcing, Applicant Tracking..., Temporary Staffing, Payroll, Salary Negotiation, Onboarding, Talent Management, Outlook, Administration, Customer Service, Word, Resume Writing, Customer Relations, Staffing Industry, Coaching, Employee Engagement, Cold Calling, Account Management, Excel, Permanent Placement, Vendor Management, Recruitment/Retention, Executive Search, Direct Recruiting, Mentoring, Compensation, Microsoft Word, Microsoft Excel, Benefits Negotiation, Recruiting, Retail Banking, Industrial Sector, Interviews, Technical Recruiting, Human Resources, System Administration, Temporary Placement, Taleo, Commercial Banking
Education
Orange Coast College 2002 — 2005
University of Phoenix
BS, Human Resource Management
Christina Ma Christina Ma's Opus Bank Experience June 2015 - Present
Job
Industry Banking
Experience
Opus Bank June 2015 - Present
Skills
Proposal Writing, Underwriting, Credit, Analysis, Commercial Lending, Commercial Banking, Banking, Finance, Accounting, Research, Economics, Chinese, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, C&I
Education
Seattle University 2009 — 2012
Masters, Business Administration; Finance; Accounting
University of Washington 2003 — 2007
Bachelor of Arts, Economics, International Studies
Newport High School 1999 — 2003
Opus Bank June 2015 - Present
Skills
Proposal Writing, Underwriting, Credit, Analysis, Commercial Lending, Commercial Banking, Banking, Finance, Accounting, Research, Economics, Chinese, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, C&I
Education
Seattle University 2009 — 2012
Masters, Business Administration; Finance; Accounting
University of Washington 2003 — 2007
Bachelor of Arts, Economics, International Studies
Newport High School 1999 — 2003
Teena Duong Elder's Opus Bank Experience January 2014 - March 2015
Job Vice President, Business Banking Group at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2015 - Present
Opus Bank January 2014 - March 2015
Bank of America January 2012 - August 2013
Asian Business Association of San Diego November 2008 - January 2013
JPMorgan Chase March 2010 - January 2012
Citibank July 2007 - March 2010
Union Bank of California March 2003 - July 2007
Western Financial Bank December 2001 - March 2003
Skills
Commercial Banking, Banking, Real Estate, Microsoft Office, Accounting, Credit, Management, Finance, Mortgage Lending, Loans, Commercial Mortgages, Commercial Lending, Business Analysis, Sales Management, New Business Development, Financial Services, Portfolio Management, Underwriting, Customer Service, Investments, Risk Management, Financial Analysis, Small Business Lending, Sales, Loan Origination, Credit Analysis, Entrepreneurship, Marketing, Program Management, Mortgage Banking, Cash Management, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Consumer Lending, Business Development, Refinance, SBA, Relationship Management, Retail Banking, Asset Based Lending, Cross Selling, Wealth Management, Residential Mortgages, FHA, Credit Cards, Branch Management, Deposits, Financial Risk, Credit Risk
Education
San Diego State University-California State University 2003 — 2007
B.S. in Business Administration, Finance & Psychology
San Diego Mesa College 2000 — 2003
A.A./A.S./Business Certificate, Business Administration/Accounting/Liberal Studies
U.S. Bank March 2015 - Present
Opus Bank January 2014 - March 2015
Bank of America January 2012 - August 2013
Asian Business Association of San Diego November 2008 - January 2013
JPMorgan Chase March 2010 - January 2012
Citibank July 2007 - March 2010
Union Bank of California March 2003 - July 2007
Western Financial Bank December 2001 - March 2003
Skills
Commercial Banking, Banking, Real Estate, Microsoft Office, Accounting, Credit, Management, Finance, Mortgage Lending, Loans, Commercial Mortgages, Commercial Lending, Business Analysis, Sales Management, New Business Development, Financial Services, Portfolio Management, Underwriting, Customer Service, Investments, Risk Management, Financial Analysis, Small Business Lending, Sales, Loan Origination, Credit Analysis, Entrepreneurship, Marketing, Program Management, Mortgage Banking, Cash Management, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Consumer Lending, Business Development, Refinance, SBA, Relationship Management, Retail Banking, Asset Based Lending, Cross Selling, Wealth Management, Residential Mortgages, FHA, Credit Cards, Branch Management, Deposits, Financial Risk, Credit Risk
Education
San Diego State University-California State University 2003 — 2007
B.S. in Business Administration, Finance & Psychology
San Diego Mesa College 2000 — 2003
A.A./A.S./Business Certificate, Business Administration/Accounting/Liberal Studies
John Lytle John Lytle's Opus Bank Experience October 2008 - June 2012
Job Attorney In House Counsel Mercury Insurance Group
Industry Legal Services
Experience
Raffalow, Rhoads & Bretoi March 2015 - Present
Napoli Bern Ripka Shkolnik LLP August 2013 - March 2015
Law Office of Carrie Foglesong, Esq. March 2012 - August 2013
Opus Bank October 2008 - June 2012
Los Angeles City Attorney's Office June 2008 - September 2008
Skills
Law, Legal Research, Legal Writing, Management, Leadership, Team Building, Team Leadership, Legal Assistance, Banking, Legal Documents, Legal Compliance, Legal Issues, Attorney Billing
Education
Western State University College of Law 2009 — 2013
Doctor of Law (JD), Law
University of California, Los Angeles 2006 — 2008
Bachelor's degree, Political Science and Government
Raffalow, Rhoads & Bretoi March 2015 - Present
Napoli Bern Ripka Shkolnik LLP August 2013 - March 2015
Law Office of Carrie Foglesong, Esq. March 2012 - August 2013
Opus Bank October 2008 - June 2012
Los Angeles City Attorney's Office June 2008 - September 2008
Skills
Law, Legal Research, Legal Writing, Management, Leadership, Team Building, Team Leadership, Legal Assistance, Banking, Legal Documents, Legal Compliance, Legal Issues, Attorney Billing
Education
Western State University College of Law 2009 — 2013
Doctor of Law (JD), Law
University of California, Los Angeles 2006 — 2008
Bachelor's degree, Political Science and Government
Steve Noh - PMP, CSM's Opus Bank Experience January 2012 - May 2012
Job Student Information System Project Director at UC Irvine
Industry Higher Education
Experience
UC Irvine September 2012 - Present
Opus Bank January 2012 - May 2012
HISNA May 2010 - September 2011
Kelley Blue Book February 2008 - January 2010
Washington Mutual June 2007 - February 2008
Indymac Bank April 2004 - June 2007
Unisys December 2000 - April 2004
Skills
SDLC, Scrum, PMO, Process Improvement, ERP, CRM, Cross-functional Team..., Quality Assurance, Analysis, Requirements Gathering, SAP, Project Management, Business Intelligence, Leadership, Business Analysis, Software Project..., Resource Management, Agile Project Management, Requirements Analysis, SharePoint, Business Requirements, Vendor Management, PowerPoint, Higher Education, Testing, Management, PMP, ERP Implementations, Student Information..., Visio, Project Planning, RFP, RFI, Agile Methodologies, MS Project, Project Coordination, SAP Implementation, Waterfall, PeopleSoft Campus..., Banner Student, Confluence, Functional Requirements, Requirements Management, Software Requirements, Business Process Design, Market Research, Software Implementation, Prezi, Automotive, Fluent in Korean
Education
University of California, Irvine 1989 — 1992
B.S., Mathematics
University of California, San Diego 1986 — 1987
Transferred to UCI, Computer Science
UC Irvine September 2012 - Present
Opus Bank January 2012 - May 2012
HISNA May 2010 - September 2011
Kelley Blue Book February 2008 - January 2010
Washington Mutual June 2007 - February 2008
Indymac Bank April 2004 - June 2007
Unisys December 2000 - April 2004
Skills
SDLC, Scrum, PMO, Process Improvement, ERP, CRM, Cross-functional Team..., Quality Assurance, Analysis, Requirements Gathering, SAP, Project Management, Business Intelligence, Leadership, Business Analysis, Software Project..., Resource Management, Agile Project Management, Requirements Analysis, SharePoint, Business Requirements, Vendor Management, PowerPoint, Higher Education, Testing, Management, PMP, ERP Implementations, Student Information..., Visio, Project Planning, RFP, RFI, Agile Methodologies, MS Project, Project Coordination, SAP Implementation, Waterfall, PeopleSoft Campus..., Banner Student, Confluence, Functional Requirements, Requirements Management, Software Requirements, Business Process Design, Market Research, Software Implementation, Prezi, Automotive, Fluent in Korean
Education
University of California, Irvine 1989 — 1992
B.S., Mathematics
University of California, San Diego 1986 — 1987
Transferred to UCI, Computer Science
Jeffrey Fein Jeffrey Fein's Opus Bank Experience August 2015 - Present
Job VP, Director of Business Banking at Opus Bank
Industry Financial Services
Experience
Opus Bank August 2015 - Present
Swords Capital March 2012 - Present
Finance Store Inc May 2014 - August 2015
VCA Antech April 2013 - August 2013
Enterprise Rent-A-Car August 2006 - August 2012
Skills
Customer Service, Marketing, Customer Satisfaction, Microsoft Office, Fleet Management, Sales, Microsoft Excel, Profit, Sales Management, Inventory Management, Leadership, Outlook, Recruiting, Operations Management, Team Leadership, Cross-functional Team..., Negotiation, Business Development, Account Management, Strategic Planning, SPSS, Analytics, Consumer Insight, Market Research, Forecasting, Management, Data Analysis, New Business Development, Competitive Analysis, Human Resources, Marketing Strategy, Public Speaking, Team Building, Financial Analysis, Process Improvement, Sales Operations, Strategy, Analysis, Business Strategy, Training, Finance, Market Analysis, Project Management, Entrepreneurship, Business Planning, Time Management, Social Networking, CRM, Leadership Development, Operational Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), MBA
University of California, San Diego 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Palisades H.S. 1998 — 2002
Opus Bank August 2015 - Present
Swords Capital March 2012 - Present
Finance Store Inc May 2014 - August 2015
VCA Antech April 2013 - August 2013
Enterprise Rent-A-Car August 2006 - August 2012
Skills
Customer Service, Marketing, Customer Satisfaction, Microsoft Office, Fleet Management, Sales, Microsoft Excel, Profit, Sales Management, Inventory Management, Leadership, Outlook, Recruiting, Operations Management, Team Leadership, Cross-functional Team..., Negotiation, Business Development, Account Management, Strategic Planning, SPSS, Analytics, Consumer Insight, Market Research, Forecasting, Management, Data Analysis, New Business Development, Competitive Analysis, Human Resources, Marketing Strategy, Public Speaking, Team Building, Financial Analysis, Process Improvement, Sales Operations, Strategy, Analysis, Business Strategy, Training, Finance, Market Analysis, Project Management, Entrepreneurship, Business Planning, Time Management, Social Networking, CRM, Leadership Development, Operational Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), MBA
University of California, San Diego 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Palisades H.S. 1998 — 2002
Christine W. Borrelli Christine W. Borrelli's Opus Bank Experience 2012 - 2015
Job SVP, Regional Director, Commercial Banking Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank June 2015 - Present
Opus Bank 2012 - 2015
Popular Community Bank 2010 - 2012
City National Bank 2001 - 2010
Skills
Middle Market Lending, Commercial RE loans, Commercial Lending, Equipment Financing, Loans, Commercial Banking, Finance, Commercial Real Estate, Middle Market, Small Business Lending, Banking, Branch Banking, Commercial Finance, Credit, Credit Analysis, Financial Analysis, Financial Services, Lines Of Credit, Mortgage Lending, Portfolio Management, Risk Management
Education
Pepperdine University
MBA, Economics
University of California, San Diego
B.A, Economics
Umpqua Bank June 2015 - Present
Opus Bank 2012 - 2015
Popular Community Bank 2010 - 2012
City National Bank 2001 - 2010
Skills
Middle Market Lending, Commercial RE loans, Commercial Lending, Equipment Financing, Loans, Commercial Banking, Finance, Commercial Real Estate, Middle Market, Small Business Lending, Banking, Branch Banking, Commercial Finance, Credit, Credit Analysis, Financial Analysis, Financial Services, Lines Of Credit, Mortgage Lending, Portfolio Management, Risk Management
Education
Pepperdine University
MBA, Economics
University of California, San Diego
B.A, Economics
James Josef Parico James Josef Parico's Opus Bank Experience May 2015 - Present
Job Senior Client Service Officer at Opus Bank
Industry Financial Services
Experience
Opus Bank May 2015 - Present
Zillow July 2014 - June 2015
BenefitMall October 2013 - June 2014
Key Bank March 2010 - August 2013
Exec Dev Institute March 2011 - September 2011
Washington Mutual, Inc. April 2008 - December 2010
Bank of America February 2002 - April 2008
Walkers Run January 2005 - January 2008
City of Newcastle January 2003 - January 2005
Bank of America February 2002 - April 2004
Skills
Small Business, Retail Banking, Board Leadership, Commercial Banking, Banking, Cross Selling, Credit Analysis, Commercial Lending, Sales, CRM, Loans, Business Development, Mortgage Lending, Leadership, Management, Consumer Lending, Finance, New Business Development, Credit, Financial Services, Customer Retention, Portfolio Management, Call Centers, Training, Relationship Management, Time Management, Risk Management, Customer Service, Cash Management, Retail, Wealth Management, Process Improvement, Small Business Lending, Customer Experience, Credit Cards, Coaching, Team Building, Payroll, Branch Management
Education
Seattle Central Community College 1997 — 1999
Associates of Arts, English
Opus Bank May 2015 - Present
Zillow July 2014 - June 2015
BenefitMall October 2013 - June 2014
Key Bank March 2010 - August 2013
Exec Dev Institute March 2011 - September 2011
Washington Mutual, Inc. April 2008 - December 2010
Bank of America February 2002 - April 2008
Walkers Run January 2005 - January 2008
City of Newcastle January 2003 - January 2005
Bank of America February 2002 - April 2004
Skills
Small Business, Retail Banking, Board Leadership, Commercial Banking, Banking, Cross Selling, Credit Analysis, Commercial Lending, Sales, CRM, Loans, Business Development, Mortgage Lending, Leadership, Management, Consumer Lending, Finance, New Business Development, Credit, Financial Services, Customer Retention, Portfolio Management, Call Centers, Training, Relationship Management, Time Management, Risk Management, Customer Service, Cash Management, Retail, Wealth Management, Process Improvement, Small Business Lending, Customer Experience, Credit Cards, Coaching, Team Building, Payroll, Branch Management
Education
Seattle Central Community College 1997 — 1999
Associates of Arts, English
Allison Royland's Opus Bank Experience May 2015 - June 2015
Job Financial Data Analyst at Accenture
Industry Financial Services
Experience
Accenture June 2015 - Present
Positive Mobile Health, Inc. January 2014 - Present
Opus Bank May 2015 - June 2015
MullinTBG, a Prudential Financial company March 2015 - April 2015
US Small Business Administration July 2012 - January 2015
US Small Business Administration July 2012 - June 2013
Texas State University 2009 - 2012
YMCA of Austin May 2011 - August 2011
City of Richardson May 2006 - August 2010
Skills
Analysis, Policy, Government, Finance, Security Clearance, Access, Program Management, Forecasting, Strategic Planning, Leadership, Portfolio Management, Project Planning, Data Analysis, Business Process..., Financial Risk, Customer Service, Management, Public Speaking, Budgets, Financial Analysis, Risk Management, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Training, Time Management, Social Media, PowerPoint, Strategic Negotiations, Federal Government, Managerial Finance, Financial Reporting, Market Research, Financial Modeling, Restructuring, Data Mining, Project Scope..., Concept Development, P&L Analysis, Dunn & Bradstreet, SNL, GLS, Project Management, Oracle Discoverer, Oracle Database, Mutual Funds, Data Entry, Auditing
Education
Texas State University-San Marcos 2011 — 2013
Bachelor's Degree in Business Administrations, Project Management
Richardson High School
Accenture June 2015 - Present
Positive Mobile Health, Inc. January 2014 - Present
Opus Bank May 2015 - June 2015
MullinTBG, a Prudential Financial company March 2015 - April 2015
US Small Business Administration July 2012 - January 2015
US Small Business Administration July 2012 - June 2013
Texas State University 2009 - 2012
YMCA of Austin May 2011 - August 2011
City of Richardson May 2006 - August 2010
Skills
Analysis, Policy, Government, Finance, Security Clearance, Access, Program Management, Forecasting, Strategic Planning, Leadership, Portfolio Management, Project Planning, Data Analysis, Business Process..., Financial Risk, Customer Service, Management, Public Speaking, Budgets, Financial Analysis, Risk Management, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Training, Time Management, Social Media, PowerPoint, Strategic Negotiations, Federal Government, Managerial Finance, Financial Reporting, Market Research, Financial Modeling, Restructuring, Data Mining, Project Scope..., Concept Development, P&L Analysis, Dunn & Bradstreet, SNL, GLS, Project Management, Oracle Discoverer, Oracle Database, Mutual Funds, Data Entry, Auditing
Education
Texas State University-San Marcos 2011 — 2013
Bachelor's Degree in Business Administrations, Project Management
Richardson High School
Chaille James's Opus Bank Experience 2010 - 2014
Job Portfolio and Transaction Management, Investor Reporting
Industry Investment Management
Experience
Opus Bank 2010 - 2014
Calera Investment Group LLC 2007 - 2010
MJW Investments 2005 - 2007
Interstate Equities Corporation 2004 - 2005
Belmont Senior Living 1998 - 2000
HF Ahmanson 1990 - 1997
Skills
Principal Investing, Asset Management, Debt Restructuring, Financial Structuring, Due Diligence, Valuation, Commercial Real Estate, Real Estate Transactions, Start-ups, Underwriting, Commercial Lending
Education
University of Houston 1976 — 1979
Bachelor of Business Administration (BBA)
Opus Bank 2010 - 2014
Calera Investment Group LLC 2007 - 2010
MJW Investments 2005 - 2007
Interstate Equities Corporation 2004 - 2005
Belmont Senior Living 1998 - 2000
HF Ahmanson 1990 - 1997
Skills
Principal Investing, Asset Management, Debt Restructuring, Financial Structuring, Due Diligence, Valuation, Commercial Real Estate, Real Estate Transactions, Start-ups, Underwriting, Commercial Lending
Education
University of Houston 1976 — 1979
Bachelor of Business Administration (BBA)
Ali Craven Ali Craven's Opus Bank Experience January 2015 - Present
Job VP Director of Business Banking at Opus Bank
Industry Banking
Experience
Opus Bank January 2015 - Present
Opus Bank November 2013 - Present
Comerica May 2011 - October 2013
Graphique Communications Design August 2010 - May 2011
JpMorgan Chase June 2007 - August 2010
Copper Star Bank 2005 - 2007
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Mortgage Banking, Small Business, Business Development, FHA, Series 7, Customer Service, Underwriting, Investments, Cash Management, Commercial Banking, Refinance, Portfolio Management, Marketing, Consumer Lending, Credit Analysis, Retail Banking, Loan Origination, Treasury Management, Lines Of Credit, Insurance, Commercial Mortgages, Finance, Retirement Planning, Leadership, Relationship Management, Wealth Management, Cross Selling, Residential Mortgages, Asset Based Lending, Financial Services, Strategic Financial..., Treasury Services, Financial Analysis, Deposits, Credit Cards, Series 6, Branch Management, Financial Planning
Education
University of Oregon
Opus Bank January 2015 - Present
Opus Bank November 2013 - Present
Comerica May 2011 - October 2013
Graphique Communications Design August 2010 - May 2011
JpMorgan Chase June 2007 - August 2010
Copper Star Bank 2005 - 2007
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Mortgage Banking, Small Business, Business Development, FHA, Series 7, Customer Service, Underwriting, Investments, Cash Management, Commercial Banking, Refinance, Portfolio Management, Marketing, Consumer Lending, Credit Analysis, Retail Banking, Loan Origination, Treasury Management, Lines Of Credit, Insurance, Commercial Mortgages, Finance, Retirement Planning, Leadership, Relationship Management, Wealth Management, Cross Selling, Residential Mortgages, Asset Based Lending, Financial Services, Strategic Financial..., Treasury Services, Financial Analysis, Deposits, Credit Cards, Series 6, Branch Management, Financial Planning
Education
University of Oregon
RJ Opeka RJ Opeka's Opus Bank Experience June 2011 - Present
Job Director, Opus Bank Commercial Real Estate Banking
Industry Banking
Experience
Opus Bank June 2011 - Present
KBS Capital Markets Group April 2010 - May 2011
California First Leasing Corporation January 2009 - March 2010
Tucson Realty & Trust Co. 2008 - 2009
Education
University of Arizona 2004 — 2008
B.S., Regional Development
Opus Bank June 2011 - Present
KBS Capital Markets Group April 2010 - May 2011
California First Leasing Corporation January 2009 - March 2010
Tucson Realty & Trust Co. 2008 - 2009
Education
University of Arizona 2004 — 2008
B.S., Regional Development
Kristi Gruber Kristi Gruber's Opus Bank Experience August 2013 - June 2015
Job HR Analyst at Mazda North American Operations
Industry Automotive
Experience
Mazda North American Operations June 2015 - Present
Opus Bank August 2013 - June 2015
TeleCommunication Systems March 2013 - August 2013
BDS Marketing November 2011 - December 2012
Endologix Inc April 2011 - October 2011
Rubio's Restaurants, Inc. March 2010 - January 2011
Apria Healthcare September 2008 - March 2010
CBRE April 2008 - September 2008
Valeant Pharmaceuticals November 2007 - March 2008
Bohan Group November 2003 - September 2007
Skills
Benefits Administration, Workers Compensation, Budgeting, Business Management, Customer Service, Database Administration, Hiring, Hospitality, Kronos, Lotus Notes, Microsoft Office, Newsletters, Outlook, Oracle, Outsourcing, Operations Management, Organizational..., Organizing, PowerPoint, Purchasing, Planning, Photography, Research, Employee Relations, Spanish, SAP, Problem Solving, Team Building, Teaching, Testing, Teamwork, Team Management, Team Leadership, User Experience, Visio, Word, Writing, Windows, Yoga, YouTube, Yahoo, Employee Benefits, Microsoft Word, Deferred Compensation, Recruiting, Budgets, Training, New Hire Orientations, Project Planning, HRIS
Education
University of Phoenix 1995 — 1997
B.S, Business Management
Orange Coast College 1990 — 1993
A.A, Hotel Management
Edison High School 1986 — 1990
Diploma
Mazda North American Operations June 2015 - Present
Opus Bank August 2013 - June 2015
TeleCommunication Systems March 2013 - August 2013
BDS Marketing November 2011 - December 2012
Endologix Inc April 2011 - October 2011
Rubio's Restaurants, Inc. March 2010 - January 2011
Apria Healthcare September 2008 - March 2010
CBRE April 2008 - September 2008
Valeant Pharmaceuticals November 2007 - March 2008
Bohan Group November 2003 - September 2007
Skills
Benefits Administration, Workers Compensation, Budgeting, Business Management, Customer Service, Database Administration, Hiring, Hospitality, Kronos, Lotus Notes, Microsoft Office, Newsletters, Outlook, Oracle, Outsourcing, Operations Management, Organizational..., Organizing, PowerPoint, Purchasing, Planning, Photography, Research, Employee Relations, Spanish, SAP, Problem Solving, Team Building, Teaching, Testing, Teamwork, Team Management, Team Leadership, User Experience, Visio, Word, Writing, Windows, Yoga, YouTube, Yahoo, Employee Benefits, Microsoft Word, Deferred Compensation, Recruiting, Budgets, Training, New Hire Orientations, Project Planning, HRIS
Education
University of Phoenix 1995 — 1997
B.S, Business Management
Orange Coast College 1990 — 1993
A.A, Hotel Management
Edison High School 1986 — 1990
Diploma
C.J. Donovan C.J. Donovan's Opus Bank Experience December 2011 - Present
Job Director, Income Property Banking at Opus Bank
Industry Real Estate
Experience
Opus Bank December 2011 - Present
JP Morgan Chase 2007 - November 2011
Skills
Commercial Real Estate, Finance, Multi-Family, Real Estate Financing, Commercial Mortgages, Loans, Real Estate, Investments, Real Estate Economics, Mortgage Lending, Loan Origination, Mortgage Banking, Small Business Lending, Property, Brokerage, Banking, Valuation, Investment Properties, Real Estate Development, FHA, Commercial Banking, Refinance, Foreclosures, Residential Homes, REO, Real Estate Transactions, Disposition, Construction Loans, Commercial Lending, Asset Managment, Asset Management, Dispositions
Education
University of San Diego 2002 — 2006
Bachelor's, Business Admin/Finance
Opus Bank December 2011 - Present
JP Morgan Chase 2007 - November 2011
Skills
Commercial Real Estate, Finance, Multi-Family, Real Estate Financing, Commercial Mortgages, Loans, Real Estate, Investments, Real Estate Economics, Mortgage Lending, Loan Origination, Mortgage Banking, Small Business Lending, Property, Brokerage, Banking, Valuation, Investment Properties, Real Estate Development, FHA, Commercial Banking, Refinance, Foreclosures, Residential Homes, REO, Real Estate Transactions, Disposition, Construction Loans, Commercial Lending, Asset Managment, Asset Management, Dispositions
Education
University of San Diego 2002 — 2006
Bachelor's, Business Admin/Finance
Anthony Fabelo Anthony Fabelo's Opus Bank Experience September 2012 - Present
Job VP, Client Experience Center Manager at Opus Bank
Industry Banking
Experience
Opus Bank September 2012 - Present
California Bank & Trust 2003 - 2012
Citizens Business Bank 2001 - 2003
Skills
Strategic Planning, Budgets, Negotiation, Team Building, Project Management, Banking, Branch Banking, Commercial Banking, Financial Analysis, Leadership, Retail Banking, Risk Management, Commercial Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Consumer Lending, Cash Management, Credit, Loans, Portfolio Management, Management, Loan Origination, Underwriting
Education
Hoover
University of Phoenix-Southern California Campus
BSBM, BSBM
Opus Bank September 2012 - Present
California Bank & Trust 2003 - 2012
Citizens Business Bank 2001 - 2003
Skills
Strategic Planning, Budgets, Negotiation, Team Building, Project Management, Banking, Branch Banking, Commercial Banking, Financial Analysis, Leadership, Retail Banking, Risk Management, Commercial Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Consumer Lending, Cash Management, Credit, Loans, Portfolio Management, Management, Loan Origination, Underwriting
Education
Hoover
University of Phoenix-Southern California Campus
BSBM, BSBM
Brandon J. Meyer Brandon J. Meyer's Opus Bank Experience August 2013 - June 2015
Job Operations/Sales/New Accounts
Industry Banking
Experience
Opus Bank August 2013 - June 2015
Macy's March 2014 - January 2015
Kforce May 2013 - July 2013
Grandpoint Bank May 2013 - July 2013
American Security Bank March 2009 - August 2012
Regal Entertainment Group October 2007 - May 2010
Macy's October 2007 - July 2008
Skechers October 2002 - August 2007
Bank of Orange County October 2005 - June 2007
Sunwest Bank September 2003 - December 2004
Skills
Notary Public, HOA, Opening New Accounts, Prospecting New Accounts, Establishing New..., New Business Development, Business Development, Customer Service, Customer Satisfaction, Customer Retention, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Finance, Financial Services, Finacial Management, Small Business, Sales, Sales Operations, Sales Management, Sales Presentations, Sales Process, Direct Sales, Windows, Risk Management, Risk Assessment, Operational Risk..., Operations Management, Security Operations, Cash Management, Cashiering, Cash Register, Banking, Commercial Banking, Loans, Retail Banking, Retail, Management, Social Networking, Credit, Team Building
Education
University of Phoenix 2007 — 2007
Business Management / Sales & Marketing, Business Administration and Management, General
"How to Supervise People" seminar 2004 — 2004
Certificiation, How to Supervise People
Santiago Canyon College 2002 — 2002
General Education
Mission Viejo High School 1999 — 2002
High School Diploma, General Studies
Opus Bank August 2013 - June 2015
Macy's March 2014 - January 2015
Kforce May 2013 - July 2013
Grandpoint Bank May 2013 - July 2013
American Security Bank March 2009 - August 2012
Regal Entertainment Group October 2007 - May 2010
Macy's October 2007 - July 2008
Skechers October 2002 - August 2007
Bank of Orange County October 2005 - June 2007
Sunwest Bank September 2003 - December 2004
Skills
Notary Public, HOA, Opening New Accounts, Prospecting New Accounts, Establishing New..., New Business Development, Business Development, Customer Service, Customer Satisfaction, Customer Retention, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Finance, Financial Services, Finacial Management, Small Business, Sales, Sales Operations, Sales Management, Sales Presentations, Sales Process, Direct Sales, Windows, Risk Management, Risk Assessment, Operational Risk..., Operations Management, Security Operations, Cash Management, Cashiering, Cash Register, Banking, Commercial Banking, Loans, Retail Banking, Retail, Management, Social Networking, Credit, Team Building
Education
University of Phoenix 2007 — 2007
Business Management / Sales & Marketing, Business Administration and Management, General
"How to Supervise People" seminar 2004 — 2004
Certificiation, How to Supervise People
Santiago Canyon College 2002 — 2002
General Education
Mission Viejo High School 1999 — 2002
High School Diploma, General Studies
Joe Lott Joe Lott's Opus Bank Experience April 2014 - Present
Job Sr Client Experience Professional at Opus Bank
Industry Banking
Experience
Opus Bank April 2014 - Present
_ September 2012 - April 2014
Joes' Old Fashioned BBQ March 2009 - August 2012
San Diego National Bank 1996 - June 2010
WFG World Group Securities 2004 - 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Commercial Lending, Consumer Lending, Investments, Business Analysis, Vendor Management, Insurance, Finance, Risk Management, Financial Analysis, Disaster preparedness, Retail Banking, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Management, Financial Services, Customer Service, Leadership
Education
San Diego State University-California State University 1990 — 2006
Business Management
SDSU
Business Administration and Management, General
Opus Bank April 2014 - Present
_ September 2012 - April 2014
Joes' Old Fashioned BBQ March 2009 - August 2012
San Diego National Bank 1996 - June 2010
WFG World Group Securities 2004 - 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Commercial Lending, Consumer Lending, Investments, Business Analysis, Vendor Management, Insurance, Finance, Risk Management, Financial Analysis, Disaster preparedness, Retail Banking, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Management, Financial Services, Customer Service, Leadership
Education
San Diego State University-California State University 1990 — 2006
Business Management
SDSU
Business Administration and Management, General
Greg Ratliff Greg Ratliff's Opus Bank Experience June 2014 - Present
Job Managing Director, Healthcare Banking Group at Opus Bank
Industry Banking
Experience
Opus Bank June 2014 - Present
Regions Bank September 2010 - June 2014
US Bank May 2009 - September 2010
SunTrust Robinson Humphrey May 1999 - April 2009
Skills
Capital Markets, Commercial Mortgages, Commercial Banking, Healthcare, Financial Analysis, Credit Analysis, Risk Management, Credit, Private Equity, Investments, Due Diligence, Mortgage Lending, Financial Risk, Investment Banking, Banking, Financial Modeling, Valuation, Finance, Asset Based Lending, Underwriting, Corporate Finance, Treasury Management, Small Business Lending, Management, Commercial Lending, Loans, Mergers & Acquisitions, Portfolio Management, Loan Origination, Lines Of Credit, Credit Risk, Asset Management, Cash Flow, Cash Flow Lending, Cash Management, Consumer Lending, Executive Management, Financial Services, Financial Statement..., Financial Structuring, Middle Market, Mortgage Banking, Private Banking, Relationship Management, Strategic Financial..., Cross Selling
Education
University of Mississippi - School of Business Administration 1997 — 1999
MBA, Finance
University of Mississippi 1993 — 1997
BBA, Finance
Opus Bank June 2014 - Present
Regions Bank September 2010 - June 2014
US Bank May 2009 - September 2010
SunTrust Robinson Humphrey May 1999 - April 2009
Skills
Capital Markets, Commercial Mortgages, Commercial Banking, Healthcare, Financial Analysis, Credit Analysis, Risk Management, Credit, Private Equity, Investments, Due Diligence, Mortgage Lending, Financial Risk, Investment Banking, Banking, Financial Modeling, Valuation, Finance, Asset Based Lending, Underwriting, Corporate Finance, Treasury Management, Small Business Lending, Management, Commercial Lending, Loans, Mergers & Acquisitions, Portfolio Management, Loan Origination, Lines Of Credit, Credit Risk, Asset Management, Cash Flow, Cash Flow Lending, Cash Management, Consumer Lending, Executive Management, Financial Services, Financial Statement..., Financial Structuring, Middle Market, Mortgage Banking, Private Banking, Relationship Management, Strategic Financial..., Cross Selling
Education
University of Mississippi - School of Business Administration 1997 — 1999
MBA, Finance
University of Mississippi 1993 — 1997
BBA, Finance
Minnie Gant Minnie Gant's Opus Bank Experience October 2012 - Present
Job AVP. Loan Administration Supervisor Structured Finance at Opus Bank
Industry Banking
Experience
Opus Bank October 2012 - Present
Lennar Corporation June 2007 - October 2011
Citi Bank June 2000 - September 2003
Skills
Loans, Portfolio Management, Banking, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Loan Servicing, Credit, Commercial Lending, Small Business Lending, Risk Management, Structured Finance, Mezzanine Finance
Education
Tennessee State University 1969 — 1973
Business Administration and Management, General
Opus Bank October 2012 - Present
Lennar Corporation June 2007 - October 2011
Citi Bank June 2000 - September 2003
Skills
Loans, Portfolio Management, Banking, Financial Analysis, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Loan Servicing, Credit, Commercial Lending, Small Business Lending, Risk Management, Structured Finance, Mezzanine Finance
Education
Tennessee State University 1969 — 1973
Business Administration and Management, General
Sarah Hager's Opus Bank Experience November 2010 - February 2013
Job Executive Assistant at Experian
Industry Executive Office
Experience
Experian March 2013 - Present
Opus Bank November 2010 - February 2013
Olive Crest February 2009 - June 2010
Washington Mutual/Chase August 2007 - January 2009
Overlake Christian Church January 2001 - August 2007
Kalty and Salios Sales April 1998 - February 2001
Skills
Customer Service, PowerPoint, Leadership, Entrepreneurship, Outlook, Microsoft Word, Public Speaking, Nonprofits, Budgets, Banking, Microsoft Office, Microsoft Excel, Volunteer Management
Education
Santa Ana College
Liberal Arts
Experian March 2013 - Present
Opus Bank November 2010 - February 2013
Olive Crest February 2009 - June 2010
Washington Mutual/Chase August 2007 - January 2009
Overlake Christian Church January 2001 - August 2007
Kalty and Salios Sales April 1998 - February 2001
Skills
Customer Service, PowerPoint, Leadership, Entrepreneurship, Outlook, Microsoft Word, Public Speaking, Nonprofits, Budgets, Banking, Microsoft Office, Microsoft Excel, Volunteer Management
Education
Santa Ana College
Liberal Arts
Reema Chand-Bora Reema Chand-Bora's Opus Bank Experience June 2011 - June 2014
Job AVP, Commercial Client Services Manager at First Foundation Bank
Industry Banking
Experience
First Foundation Inc. July 2015 - Present
Umpqua Bank July 2014 - July 2015
Opus Bank June 2011 - June 2014
OneWest Bank October 2005 - June 2011
Skills
Banking, Loans, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Finance, Lines Of Credit, Customer Service, Mortgage Banking, Mortgage Lending, Cash Management, Risk Management, Customer Retention, Refinance, Relationship Management, Credit, Underwriting, Credit Analysis
Education
University of Phoenix
Bachelor of Science (BS), Business Management
First Foundation Inc. July 2015 - Present
Umpqua Bank July 2014 - July 2015
Opus Bank June 2011 - June 2014
OneWest Bank October 2005 - June 2011
Skills
Banking, Loans, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Finance, Lines Of Credit, Customer Service, Mortgage Banking, Mortgage Lending, Cash Management, Risk Management, Customer Retention, Refinance, Relationship Management, Credit, Underwriting, Credit Analysis
Education
University of Phoenix
Bachelor of Science (BS), Business Management
Robert Gamboa Robert Gamboa's Opus Bank Experience 2011 - August 2012
Job IT Security Manager at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP October 2013 - Present
Opus Bank 2011 - August 2012
Cascade Bank 1999 - 2011
Northwest Administrators, Inc 1988 - 1999
First Financial Management 1980 - 1987
Skills
Information Security..., Information Technology, Project Management, IT Infrastructure..., Compliance, Disaster Recovery, Business Resumption..., Budgets, Software Documentation, Change Management, Enterprise Software, Information Security, Banking, Servers, Telecommunications
Education
Pima Community College
Associate of Science (AS), Systems Analysis and Design
University of Phoenix
Business Administration and Management, General
Moss Adams LLP October 2013 - Present
Opus Bank 2011 - August 2012
Cascade Bank 1999 - 2011
Northwest Administrators, Inc 1988 - 1999
First Financial Management 1980 - 1987
Skills
Information Security..., Information Technology, Project Management, IT Infrastructure..., Compliance, Disaster Recovery, Business Resumption..., Budgets, Software Documentation, Change Management, Enterprise Software, Information Security, Banking, Servers, Telecommunications
Education
Pima Community College
Associate of Science (AS), Systems Analysis and Design
University of Phoenix
Business Administration and Management, General
Michelle Schroeder Michelle Schroeder's Opus Bank Experience January 2007 - February 2013
Job AVP Relationship Manager at Heritage Bank
Industry Financial Services
Experience
Heritage Bank NW February 2013 - Present
Opus Bank January 2007 - February 2013
Bank of America January 2006 - January 2007
Bank of America January 2005 - January 2006
Seafirst Bank January 2003 - January 2005
Seafirst Bank January 1995 - January 2003
Woodinville Branch January 1990 - January 1994
Campbell Investment Co/Rio Petrol Inc January 1989 - January 1990
Seafirst BankCapital Markets/Funds Management January 1984 - January 1988
Seafirst Bank January 1980 - January 1983
Skills
Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Risk Management, PowerPoint, Business Analysis, Change Management, SQL, Accounting, Sales Management, Retail Banking, Operations Management, Performance Management, Loans, Consumer Lending, Mortgage Lending, Sales, Banking, Credit, Customer Service, Commercial Banking, Credit Analysis, Small Business Lending, Finance, Commercial Lending, Portfolio Management, Loan Origination, Leadership, Retail Banking...
Education
Bothell Senior High 1978 — 1980
Graduate
Shoreline Community College
Heritage Bank NW February 2013 - Present
Opus Bank January 2007 - February 2013
Bank of America January 2006 - January 2007
Bank of America January 2005 - January 2006
Seafirst Bank January 2003 - January 2005
Seafirst Bank January 1995 - January 2003
Woodinville Branch January 1990 - January 1994
Campbell Investment Co/Rio Petrol Inc January 1989 - January 1990
Seafirst BankCapital Markets/Funds Management January 1984 - January 1988
Seafirst Bank January 1980 - January 1983
Skills
Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Risk Management, PowerPoint, Business Analysis, Change Management, SQL, Accounting, Sales Management, Retail Banking, Operations Management, Performance Management, Loans, Consumer Lending, Mortgage Lending, Sales, Banking, Credit, Customer Service, Commercial Banking, Credit Analysis, Small Business Lending, Finance, Commercial Lending, Portfolio Management, Loan Origination, Leadership, Retail Banking...
Education
Bothell Senior High 1978 — 1980
Graduate
Shoreline Community College
James Groos James Groos's Opus Bank Experience February 2015 - Present
Job System Engineer III at Opus Bank
Industry Information Technology and Services
Experience
Opus Bank February 2015 - Present
Orange County Sheriff's Department April 2013 - January 2015
US Department of Homeland Security April 2012 - April 2013
Boeing Aerospace November 2011 - May 2012
Irvine Sensors Corporation December 2004 - October 2011
Hyundai Motor Finance Company September 2002 - December 2004
Relsys International June 2002 - September 2002
Coconino Community College May 1998 - June 2002
Skills
Network Administration, Server Architecture, LAN/WAN, Network Operations, Network Engineering, Fibre Channel, SAN, Firewalls, Router Configuration, RADIUS, Active Directory, SQL Server, Cisco Switches, VMware ESX, Routers, Switches, VMware, Microsoft Exchange, LAN-WAN, Cisco Technologies, Data Center, System Administration, VPN, Network Security, Security, Networking
Education
University of Phoenix 1999 — 2002
Bachelor of Science, Networking and Telecommunications
Coconino Community College 1997 — 1999
ASSOCIATE OF ART, COMPUTER INFORMATION SYSTEMS
Northern Arizona University 1996 — 1999
Associate of Art, Computer Science, Business
Opus Bank February 2015 - Present
Orange County Sheriff's Department April 2013 - January 2015
US Department of Homeland Security April 2012 - April 2013
Boeing Aerospace November 2011 - May 2012
Irvine Sensors Corporation December 2004 - October 2011
Hyundai Motor Finance Company September 2002 - December 2004
Relsys International June 2002 - September 2002
Coconino Community College May 1998 - June 2002
Skills
Network Administration, Server Architecture, LAN/WAN, Network Operations, Network Engineering, Fibre Channel, SAN, Firewalls, Router Configuration, RADIUS, Active Directory, SQL Server, Cisco Switches, VMware ESX, Routers, Switches, VMware, Microsoft Exchange, LAN-WAN, Cisco Technologies, Data Center, System Administration, VPN, Network Security, Security, Networking
Education
University of Phoenix 1999 — 2002
Bachelor of Science, Networking and Telecommunications
Coconino Community College 1997 — 1999
ASSOCIATE OF ART, COMPUTER INFORMATION SYSTEMS
Northern Arizona University 1996 — 1999
Associate of Art, Computer Science, Business
Alayna Gill Alayna Gill's Opus Bank Experience September 2011 - November 2012
Job Assistant Manager at Coastal Community Bank
Industry Financial Services
Experience
Coastal Community Bank April 2014 - Present
Whidbey Island Bank November 2012 - April 2014
Opus Bank September 2011 - November 2012
Skills
Operations Management, Sales Management, Money Management, Retail Banking, Retail Sales, Retaining Customers, Customer Service
Education
Seattle Central Community College 2000 — 2001
Kentlake High School 1997 — 2000
Diploma
Coastal Community Bank April 2014 - Present
Whidbey Island Bank November 2012 - April 2014
Opus Bank September 2011 - November 2012
Skills
Operations Management, Sales Management, Money Management, Retail Banking, Retail Sales, Retaining Customers, Customer Service
Education
Seattle Central Community College 2000 — 2001
Kentlake High School 1997 — 2000
Diploma
Eva Chen's Opus Bank Experience May 2012 - March 2015
Job CRM Analyst at First Foundation Inc.
Industry Banking
Experience
First Foundation Inc. September 2015 - Present
Opus Bank May 2012 - March 2015
Commerce National Bank January 2007 - May 2012
Commerce National Bank January 2007 - December 2010
Commercial Capital Bank October 2002 - January 2007
US Bank May 1997 - October 2002
Pacific Century Bank May 1997 - October 2002
Skills
Research, Banking, Risk Management, Customer Service, Commercial Banking, Financial Analysis, Microsoft Office, Microsoft Excel, Project Management, Retail Banking, Operations Management, Cash Management, Small Business Lending, Management, Commercial Lending, Sales
Education
University of California, Irvine 2008 — 2010
Business Administration Certificate
University of California, Irvine 1994 — 1997
Business Administration
Mater Dei High School 1990 — 1994
First Foundation Inc. September 2015 - Present
Opus Bank May 2012 - March 2015
Commerce National Bank January 2007 - May 2012
Commerce National Bank January 2007 - December 2010
Commercial Capital Bank October 2002 - January 2007
US Bank May 1997 - October 2002
Pacific Century Bank May 1997 - October 2002
Skills
Research, Banking, Risk Management, Customer Service, Commercial Banking, Financial Analysis, Microsoft Office, Microsoft Excel, Project Management, Retail Banking, Operations Management, Cash Management, Small Business Lending, Management, Commercial Lending, Sales
Education
University of California, Irvine 2008 — 2010
Business Administration Certificate
University of California, Irvine 1994 — 1997
Business Administration
Mater Dei High School 1990 — 1994
Keyla Blanco Keyla Blanco's Opus Bank Experience July 2011 - May 2012
Job Staff Accountant at Paladina Health CPA candidate
Industry Hospital & Health Care
Experience
Paladina Health August 2015 - Present
Pineapple Hospitality Company March 2014 - June 2015
Sheraton November 2013 - March 2014
Roger CPA Review 2013 - 2014
Snoqualmie Casino May 2012 - August 2013
Opus Bank July 2011 - May 2012
Moneytree August 2010 - June 2011
mccarthy finance inc October 2009 - July 2010
Skills
Accounting, Accounts Payable, Account Reconciliation, Cash Flow, General Ledger, Well organized, Detail..., Gaming Industry, Payroll, Auditing, Journal Entries, Hospitality, Balance Sheets, Internal Audit
Education
University of Santa Maria Caracas- Venezuela 1996 — 2003
Bachelor of Science in Accounting degree, Accounting and Finance
Santa Ana College 2008 — 2009
Accounting and Finance
Paladina Health August 2015 - Present
Pineapple Hospitality Company March 2014 - June 2015
Sheraton November 2013 - March 2014
Roger CPA Review 2013 - 2014
Snoqualmie Casino May 2012 - August 2013
Opus Bank July 2011 - May 2012
Moneytree August 2010 - June 2011
mccarthy finance inc October 2009 - July 2010
Skills
Accounting, Accounts Payable, Account Reconciliation, Cash Flow, General Ledger, Well organized, Detail..., Gaming Industry, Payroll, Auditing, Journal Entries, Hospitality, Balance Sheets, Internal Audit
Education
University of Santa Maria Caracas- Venezuela 1996 — 2003
Bachelor of Science in Accounting degree, Accounting and Finance
Santa Ana College 2008 — 2009
Accounting and Finance
Christian Gloria's Opus Bank Experience May 2014 - Present
Job Quality Control Specialist at Opus Bank
Industry Banking
Experience
Opus Bank May 2014 - Present
Opus Bank November 2012 - May 2014
Union Bank January 2011 - October 2011
Western Federal Credit Union January 2009 - May 2010
Americas United Bank July 2008 - October 2008
Bank of America January 2006 - June 2008
Skills
Banking, Credit, Loans, Cross Selling, Management, Small Business Lending, Consumer Lending, Commercial Lending, Customer Service, Loan Origination, Sales, Retail Banking, CRM, Business Development, Commercial Banking, Training, Investments, Mortgage Banking, Mortgage Lending, Financial Risk, Credit Analysis, Portfolio Management, Credit Cards, Treasury Management, Risk Management, Customer Retention, Branch Banking, Relationship Management, Cash Management, Deposits, Finance, Customer Satisfaction, Loan Review, Financial Audits, Quality Control
Education
University of Phoenix-Southern California Campus 2012 — 2013
Computer Systems Networking and Telecommunications, 3.5
Opus Bank May 2014 - Present
Opus Bank November 2012 - May 2014
Union Bank January 2011 - October 2011
Western Federal Credit Union January 2009 - May 2010
Americas United Bank July 2008 - October 2008
Bank of America January 2006 - June 2008
Skills
Banking, Credit, Loans, Cross Selling, Management, Small Business Lending, Consumer Lending, Commercial Lending, Customer Service, Loan Origination, Sales, Retail Banking, CRM, Business Development, Commercial Banking, Training, Investments, Mortgage Banking, Mortgage Lending, Financial Risk, Credit Analysis, Portfolio Management, Credit Cards, Treasury Management, Risk Management, Customer Retention, Branch Banking, Relationship Management, Cash Management, Deposits, Finance, Customer Satisfaction, Loan Review, Financial Audits, Quality Control
Education
University of Phoenix-Southern California Campus 2012 — 2013
Computer Systems Networking and Telecommunications, 3.5
William Craun's Opus Bank Experience May 2011 - Present
Job
Industry Commercial Real Estate
Experience
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Nik Chillar's Opus Bank Experience 2014 - Present
Job Real Estate Capital Markets at Opus Bank
Industry Capital Markets
Experience
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Marla Ford's Opus Bank Experience January 2011 - Present
Job Executive Assistant at Opus Bank
Industry Banking
Experience
Opus Bank January 2011 - Present
Fremont Reorganizing Corp f/k/a Fremont Investment & Loan April 1995 - January 2011
Plaza Home Mortgage Corporation 1993 - April 1995
United California Savings Bank April 1984 - 1993
Education
Mt. San Antonio College 1970 — 1972
A.S., Early Childhood Education
Opus Bank January 2011 - Present
Fremont Reorganizing Corp f/k/a Fremont Investment & Loan April 1995 - January 2011
Plaza Home Mortgage Corporation 1993 - April 1995
United California Savings Bank April 1984 - 1993
Education
Mt. San Antonio College 1970 — 1972
A.S., Early Childhood Education
Darren Pitchford's Opus Bank Experience March 2015 - Present
Job AVP, Database Marketing Manager at Opus Bank
Industry Banking
Experience
Opus Bank March 2015 - Present
Opus Bank May 2012 - Present
Independence Bank December 2010 - July 2011
Independence Bank May 2007 - January 2011
EYELA October 2006 - April 2007
Orange County Probation Dept. July 2005 - September 2005
Skills
Marketing Strategy, Market Analysis, Advertising, Marketing, Market Research, Brand Management, Business Development, CRM, Direct Marketing, Email Marketing, Marketing Communications, Banking, Digital Marketing
Education
University of California, Santa Barbara 2002 — 2007
BA, Sociology
Opus Bank March 2015 - Present
Opus Bank May 2012 - Present
Independence Bank December 2010 - July 2011
Independence Bank May 2007 - January 2011
EYELA October 2006 - April 2007
Orange County Probation Dept. July 2005 - September 2005
Skills
Marketing Strategy, Market Analysis, Advertising, Marketing, Market Research, Brand Management, Business Development, CRM, Direct Marketing, Email Marketing, Marketing Communications, Banking, Digital Marketing
Education
University of California, Santa Barbara 2002 — 2007
BA, Sociology
Gary Zive's Opus Bank Experience May 2011 - May 2012
Job Project Manager at CBL Group
Industry Construction
Experience
CBL Group May 2012 - Present
Opus Bank May 2011 - May 2012
SABAX, Inc. July 2009 - April 2011
Equity Office Properties Trust October 2006 - July 2009
Aimco March 2003 - October 2006
Skills
Process Improvement, Project Management, Management, Risk Management, Financial Analysis, Real Estate, Customer Service, Construction Management, Construction, Client Service Oriented, LEED, Value Engineering, Budgets, Project Planning, Contract Negotiation, Contract Management, LEED AP, MS Project, Tenant Improvement, Property Management, Facilities Management, Contractors, Change Management, Policy, Team Building, Procurement, Leadership, Real Estate Development, Submittals, Green Building, Real Estate Economics, Corporate Real Estate, Entitlements, Project Coordination, Pre-construction, Negotiation, Asset Management, Leases, Due Diligence, Feasibility Studies, Disposition, Real Estate Transactions, Design-Build, Change Orders, Mixed-use, Subcontracting, Location Intelligence, Renovation, Investment Properties, Affordable Housing
Education
National University 1984 — 1986
Business Administration, Real Estate
UCLA 1981 — 1983
Building/Construction Mangement
San Diego State University 1976 — 1979
Business Administration and Management, General
CBL Group May 2012 - Present
Opus Bank May 2011 - May 2012
SABAX, Inc. July 2009 - April 2011
Equity Office Properties Trust October 2006 - July 2009
Aimco March 2003 - October 2006
Skills
Process Improvement, Project Management, Management, Risk Management, Financial Analysis, Real Estate, Customer Service, Construction Management, Construction, Client Service Oriented, LEED, Value Engineering, Budgets, Project Planning, Contract Negotiation, Contract Management, LEED AP, MS Project, Tenant Improvement, Property Management, Facilities Management, Contractors, Change Management, Policy, Team Building, Procurement, Leadership, Real Estate Development, Submittals, Green Building, Real Estate Economics, Corporate Real Estate, Entitlements, Project Coordination, Pre-construction, Negotiation, Asset Management, Leases, Due Diligence, Feasibility Studies, Disposition, Real Estate Transactions, Design-Build, Change Orders, Mixed-use, Subcontracting, Location Intelligence, Renovation, Investment Properties, Affordable Housing
Education
National University 1984 — 1986
Business Administration, Real Estate
UCLA 1981 — 1983
Building/Construction Mangement
San Diego State University 1976 — 1979
Business Administration and Management, General
Scott Frazee's Opus Bank Experience March 2013 - Present
Job SVP Income Property Underwriting and Commercial Loan Fulfillment at Opus Bank
Industry Banking
Experience
Opus Bank March 2013 - Present
OneWest Bank May 2011 - February 2013
JPMorgan Chase January 2007 - January 2011
JPMorgan Chase April 2004 - January 2007
Washington Mutual Bank January 2003 - April 2005
Southern Pacific Bank September 2000 - September 2002
FDIC September 1993 - September 2000
US Army February 1984 - February 1988
Education
San Diego State University-California State University 1989 — 1993
Opus Bank March 2013 - Present
OneWest Bank May 2011 - February 2013
JPMorgan Chase January 2007 - January 2011
JPMorgan Chase April 2004 - January 2007
Washington Mutual Bank January 2003 - April 2005
Southern Pacific Bank September 2000 - September 2002
FDIC September 1993 - September 2000
US Army February 1984 - February 1988
Education
San Diego State University-California State University 1989 — 1993
Ken Edwards's Opus Bank Experience August 2013 - July 2014
Job Vice President, Credit Manager Construction Lending at Pacific Premier Bank
Industry Commercial Real Estate
Experience
Pacific Premier Bank July 2014 - Present
Capri Consulting September 2000 - Present
Opus Bank August 2013 - July 2014
Opus Bank May 2012 - August 2013
Aurora Bank September 2009 - May 2012
iStar Financial 2004 - 2009
Fremont Investment and Loan 2004 - 2007
Cal National Bank 2001 - 2004
Los Angeles Junior Chamber of Commerce 1996 - 2001
Alliant Asset Management 1999 - 2000
Skills
Loans, Underwriting, Due Diligence, Valuation, Debt, Construction Loans, Leases, Equities, Real Estate Economics, Real Estate, Commercial Lending, Commercial Real Estate, Asset Managment, Mortgage Lending, Real Estate Development, Workout, Negotiation, Networking, Loan Modifications, Asset Management, Banking, Disposition, Finance, Investment Properties, Commercial Mortgages, Credit, Investments, Mergers & Acquisitions, Private Equity, Real Estate Financing, Property Management, Foreclosures, REO, Structured Finance, Residential Homes, Property, Investors, Real Estate Transactions, Loan Origination, Loan Servicing, Brokerage, Financial Structuring, Dispositions
Education
Loyola Marymount University, College of Business Administration 2001 — 2004
MBA, Management
University of Southern California - Marshall School of Business 1989 — 1992
Bachelor of Science, Business/Real Estate
University of Arizona, School of Architecture 1986 — 1988
Architecture
Fountain Valley High School 1982 — 1986
Gen Ed
Pacific Premier Bank July 2014 - Present
Capri Consulting September 2000 - Present
Opus Bank August 2013 - July 2014
Opus Bank May 2012 - August 2013
Aurora Bank September 2009 - May 2012
iStar Financial 2004 - 2009
Fremont Investment and Loan 2004 - 2007
Cal National Bank 2001 - 2004
Los Angeles Junior Chamber of Commerce 1996 - 2001
Alliant Asset Management 1999 - 2000
Skills
Loans, Underwriting, Due Diligence, Valuation, Debt, Construction Loans, Leases, Equities, Real Estate Economics, Real Estate, Commercial Lending, Commercial Real Estate, Asset Managment, Mortgage Lending, Real Estate Development, Workout, Negotiation, Networking, Loan Modifications, Asset Management, Banking, Disposition, Finance, Investment Properties, Commercial Mortgages, Credit, Investments, Mergers & Acquisitions, Private Equity, Real Estate Financing, Property Management, Foreclosures, REO, Structured Finance, Residential Homes, Property, Investors, Real Estate Transactions, Loan Origination, Loan Servicing, Brokerage, Financial Structuring, Dispositions
Education
Loyola Marymount University, College of Business Administration 2001 — 2004
MBA, Management
University of Southern California - Marshall School of Business 1989 — 1992
Bachelor of Science, Business/Real Estate
University of Arizona, School of Architecture 1986 — 1988
Architecture
Fountain Valley High School 1982 — 1986
Gen Ed
Barrie Macdonald's Opus Bank Experience July 2011 - Present
Job Sr. Managing Director, Opus Bank
Industry Banking
Experience
Retired February 2015 - Present
Opus Bank July 2011 - Present
Umpqua Bank 2010 - 2011
Skills
Asset Based Lending, Asset Management, Asset Managment, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Community Banking, Construction Loans, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investment Banking, Investments, Lines Of Credit, Loan Origination, Loans, Mergers, Middle Market, Mortgage Lending, Portfolio Management, Real Estate Economics, Retail Banking, Risk Management, SBA, SBA 504, Small Business Lending, Strategic Financial..., Treasury Management, Underwriting, Banking, Banking Relationships, Cash Flow Lending, Cash Management, Commercial Banking
Education
Pacific Coast Banking School at University of Washington 1987 — 1989
Banking
Spokane Community College 1973 — 1974
Business
Retired February 2015 - Present
Opus Bank July 2011 - Present
Umpqua Bank 2010 - 2011
Skills
Asset Based Lending, Asset Management, Asset Managment, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Community Banking, Construction Loans, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investment Banking, Investments, Lines Of Credit, Loan Origination, Loans, Mergers, Middle Market, Mortgage Lending, Portfolio Management, Real Estate Economics, Retail Banking, Risk Management, SBA, SBA 504, Small Business Lending, Strategic Financial..., Treasury Management, Underwriting, Banking, Banking Relationships, Cash Flow Lending, Cash Management, Commercial Banking
Education
Pacific Coast Banking School at University of Washington 1987 — 1989
Banking
Spokane Community College 1973 — 1974
Business
Daniel Lacerna's Opus Bank Experience February 2008 - February 2015
Job Sr. IT Operations Services
Industry Information Technology and Services
Experience
REI December 2014 - Present
Opus Bank February 2008 - February 2015
Evergreen Healthcare April 2008 - September 2008
London Fog/Pacifictrail 2002 - 2007
Kaiser Foundation Health Plan October 1991 - May 2002
Skills
Microsoft Excel, Software Documentation, Process Improvement, Customer Service, Troubleshooting, Microsoft Word, Outlook, Active Directory, Disaster Recovery, Technical Support, Microsoft Office, SQL, Access, System Administration, Help Desk Support, SharePoint, Team Leadership, Windows, Visio, Call Centers, Windows 7, Security, Operating Systems, Information Technology
Education
Cannon's Business College 1984 — 1985
Data Processing
Mapua Institute of Technology 1982 — 1984
REI December 2014 - Present
Opus Bank February 2008 - February 2015
Evergreen Healthcare April 2008 - September 2008
London Fog/Pacifictrail 2002 - 2007
Kaiser Foundation Health Plan October 1991 - May 2002
Skills
Microsoft Excel, Software Documentation, Process Improvement, Customer Service, Troubleshooting, Microsoft Word, Outlook, Active Directory, Disaster Recovery, Technical Support, Microsoft Office, SQL, Access, System Administration, Help Desk Support, SharePoint, Team Leadership, Windows, Visio, Call Centers, Windows 7, Security, Operating Systems, Information Technology
Education
Cannon's Business College 1984 — 1985
Data Processing
Mapua Institute of Technology 1982 — 1984
Rebecca Intfen's Opus Bank Experience September 2013 - Present
Job SVP Controller at Opus Bank
Industry Banking
Experience
Opus Bank September 2013 - Present
First American Financial Corporation June 2009 - January 2013
Pacwest Bancorp (Pacific Western Bank) 2002 - 2009
Westcorp/WFS Financial (now Wells Fargo) 2001 - 2002
KPMG London 1999 - 2001
KPMG Los Angeles 1995 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, GAAP, Auditing, Financial Reporting
Education
University of California, Los Angeles
BA, Economics
Opus Bank September 2013 - Present
First American Financial Corporation June 2009 - January 2013
Pacwest Bancorp (Pacific Western Bank) 2002 - 2009
Westcorp/WFS Financial (now Wells Fargo) 2001 - 2002
KPMG London 1999 - 2001
KPMG Los Angeles 1995 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, GAAP, Auditing, Financial Reporting
Education
University of California, Los Angeles
BA, Economics
Jaime Goldenfield-Nelson's Opus Bank Experience March 2011 - January 2012
Job ReadyCap Commercial
Industry Real Estate
Experience
ReadyCap Commercial, LLC October 2013 - Present
Independence Bank May 2013 - October 2013
Pacific Enterprise Bank January 2012 - May 2013
Opus Bank March 2011 - January 2012
Sunwest Bank November 2009 - March 2011
Sunwest Bank February 2008 - March 2011
BMC Capital July 2007 - January 2008
IMPAC Commercial Capital Corporation June 2006 - June 2007
IMPAC Commercial Capital Corporation June 2003 - June 2007
Skills
Underwriting, Loans, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Mortgage Banking, Appraisals, Portfolio Management, Financial Analysis, Real Estate, Asset Managment, Commercial Real Estate, Investment Properties, Management, Commercial Lending, Investments, Loan Origination, Finance, Commercial Banking, Banking, Small Business Lending
Education
San Diego State University
Bachelor of Arts
San Diego State University-California State University
Bachelor of Arts
ReadyCap Commercial, LLC October 2013 - Present
Independence Bank May 2013 - October 2013
Pacific Enterprise Bank January 2012 - May 2013
Opus Bank March 2011 - January 2012
Sunwest Bank November 2009 - March 2011
Sunwest Bank February 2008 - March 2011
BMC Capital July 2007 - January 2008
IMPAC Commercial Capital Corporation June 2006 - June 2007
IMPAC Commercial Capital Corporation June 2003 - June 2007
Skills
Underwriting, Loans, Credit, Credit Analysis, Commercial Mortgages, Financial Risk, Mortgage Banking, Appraisals, Portfolio Management, Financial Analysis, Real Estate, Asset Managment, Commercial Real Estate, Investment Properties, Management, Commercial Lending, Investments, Loan Origination, Finance, Commercial Banking, Banking, Small Business Lending
Education
San Diego State University
Bachelor of Arts
San Diego State University-California State University
Bachelor of Arts
Wendy Livingston's Opus Bank Experience March 2014 - Present
Job VP Assistant Controller
Industry Accounting
Experience
Opus Bank March 2014 - Present
Skills
Strategic Planning, Sarbanes-Oxley Act, Accounts Receivable, Auditing, Financial Reporting, GAAP, General Ledger, Accounts Payable, Microsoft Word, Financial Analysis, Project Management, Fixed Assets, Management, Microsoft Office, Microsoft Excel, Risk Management, PowerPoint, Customer Service
Education
Oregon State University 1976 — 1980
Opus Bank March 2014 - Present
Skills
Strategic Planning, Sarbanes-Oxley Act, Accounts Receivable, Auditing, Financial Reporting, GAAP, General Ledger, Accounts Payable, Microsoft Word, Financial Analysis, Project Management, Fixed Assets, Management, Microsoft Office, Microsoft Excel, Risk Management, PowerPoint, Customer Service
Education
Oregon State University 1976 — 1980
Grant Word's Opus Bank Experience August 2013 - Present
Job SVP, Pacific Northwest, Commercial Business Banking at Opus Bank
Industry Banking
Experience
Opus Bank August 2013 - Present
Skills
Commercial Banking, Banking, Private Banking, Strategy, Business Development, Credit, Risk Management, Middle Market, Real Estate, Finance, Commercial Lending, Leadership, Executive Management, Mortgage Lending, Financial Services, Portfolio Management, Sales, Small Business Lending, Mergers & Acquisitions, Loans, Investments, Financial Analysis, Credit Risk, Cash Management, Financial Modeling, Credit Analysis, Commercial Real Estate, Corporate Finance, Underwriting, Relationship Management, Asset Management, Due Diligence
Education
The University of Texas at Austin 1987 — 1989
MBA
The University of Texas at Austin 1984 — 1987
BBA
Opus Bank August 2013 - Present
Skills
Commercial Banking, Banking, Private Banking, Strategy, Business Development, Credit, Risk Management, Middle Market, Real Estate, Finance, Commercial Lending, Leadership, Executive Management, Mortgage Lending, Financial Services, Portfolio Management, Sales, Small Business Lending, Mergers & Acquisitions, Loans, Investments, Financial Analysis, Credit Risk, Cash Management, Financial Modeling, Credit Analysis, Commercial Real Estate, Corporate Finance, Underwriting, Relationship Management, Asset Management, Due Diligence
Education
The University of Texas at Austin 1987 — 1989
MBA
The University of Texas at Austin 1984 — 1987
BBA
Robert Shackleton's Opus Bank Experience September 2010 - Present
Job Board of Directors at Opus Bank
Industry Financial Services
Experience
Opus Bank September 2010 - Present
Fremont General Corp December 2008 - June 2010
Commercial Capital Bank December 2000 - October 2006
California State Board of Accountancy 1992 - 2001
KPMG June 1961 - June 1997
US Navy 1958 - 1961
Skills
CPA, Real Estate Broker, Financial Services, Finance, Accounting, Executive Management, Risk Management, Financial Analysis, Investments, Management Consulting, Business Strategy, Corporate Finance, Program Management, Strategic Financial..., Asset Management, Budgets, Financial Modeling, Mergers & Acquisitions, High Net Worth..., Mergers, Credit, Due Diligence, Strategy, Venture Capital
Education
University of Southern California 1967 — 1969
MBA, Finance
University of California, Los Angeles 1960 — 1962
Accounting, taxation and auditing, preparation for CPA Exam
University of Louisville 1954 — 1958
BSC, Marketing
Opus Bank September 2010 - Present
Fremont General Corp December 2008 - June 2010
Commercial Capital Bank December 2000 - October 2006
California State Board of Accountancy 1992 - 2001
KPMG June 1961 - June 1997
US Navy 1958 - 1961
Skills
CPA, Real Estate Broker, Financial Services, Finance, Accounting, Executive Management, Risk Management, Financial Analysis, Investments, Management Consulting, Business Strategy, Corporate Finance, Program Management, Strategic Financial..., Asset Management, Budgets, Financial Modeling, Mergers & Acquisitions, High Net Worth..., Mergers, Credit, Due Diligence, Strategy, Venture Capital
Education
University of Southern California 1967 — 1969
MBA, Finance
University of California, Los Angeles 1960 — 1962
Accounting, taxation and auditing, preparation for CPA Exam
University of Louisville 1954 — 1958
BSC, Marketing
Dan Borland's Opus Bank Experience November 2010 - June 2015
Job SVP, Orange County Market Manager, Wells Fargo CRE
Industry Banking
Experience
Wells Fargo Bank - Commercial Real Estate July 2015 - Present
Opus Bank November 2010 - June 2015
JP Morgan Chase November 2008 - November 2010
Washington Mutual Bank November 2003 - November 2008
Wells Fargo Bank, Real Estate Group May 1989 - November 2003
The Irvine Company June 1984 - August 1987
Skills
Loans, Real Estate, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Banking, Real Estate Financing, Asset Management, Due Diligence, Investments, Management, Mortgage Underwriting, Leadership, Real Estate Development, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Entrepreneurship, Portfolio Management, Commercial Lending, Underwriting, Real Estate Transactions, Equities, Credit, Asset Managment, Brokerage
Education
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Real Estate and Corporate Finance
University of California, Irvine 1980 — 1984
BA, Economics
Wells Fargo Bank - Commercial Real Estate July 2015 - Present
Opus Bank November 2010 - June 2015
JP Morgan Chase November 2008 - November 2010
Washington Mutual Bank November 2003 - November 2008
Wells Fargo Bank, Real Estate Group May 1989 - November 2003
The Irvine Company June 1984 - August 1987
Skills
Loans, Real Estate, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Banking, Real Estate Financing, Asset Management, Due Diligence, Investments, Management, Mortgage Underwriting, Leadership, Real Estate Development, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Entrepreneurship, Portfolio Management, Commercial Lending, Underwriting, Real Estate Transactions, Equities, Credit, Asset Managment, Brokerage
Education
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Real Estate and Corporate Finance
University of California, Irvine 1980 — 1984
BA, Economics
Lisa Quizon's Opus Bank Experience February 2015 - Present
Job Vice President, Compliance Manager at Opus Bank
Industry Banking
Experience
Opus Bank February 2015 - Present
Independence Bank August 2011 - January 2015
Orange Community Bank June 2010 - July 2011
San Diego Private Bank February 2009 - June 2010
U.S. Trust January 1995 - September 2008
Peterson & Ross 1990 - 1995
Skills
Banking, AML, KYC, Risk Management, OFAC, Wealth Management, Retail Banking, Bank Secrecy Act, USA PATRIOT Act, Private Banking, Operational Risk..., Due Diligence, Commercial Banking, Mergers & Acquisitions, Operational Risk, Internal Audit, Vendor Management, Financial Services, Project Management, Operations Management, Management, Anti Money Laundering
Education
University of Phoenix 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Opus Bank February 2015 - Present
Independence Bank August 2011 - January 2015
Orange Community Bank June 2010 - July 2011
San Diego Private Bank February 2009 - June 2010
U.S. Trust January 1995 - September 2008
Peterson & Ross 1990 - 1995
Skills
Banking, AML, KYC, Risk Management, OFAC, Wealth Management, Retail Banking, Bank Secrecy Act, USA PATRIOT Act, Private Banking, Operational Risk..., Due Diligence, Commercial Banking, Mergers & Acquisitions, Operational Risk, Internal Audit, Vendor Management, Financial Services, Project Management, Operations Management, Management, Anti Money Laundering
Education
University of Phoenix 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Jeff Folz's Opus Bank Experience December 2013 - Present
Job VP, Director Network Services at Opus Bank
Industry Information Technology and Services
Experience
Opus Bank December 2013 - Present
Opus Bank February 2009 - December 2013
Terex Corporation 1996 - 2008
Genie Industries November 2001 - April 2006
Skills
HP, Active Directory, Cisco, TCP/IP, Team Leadership, AS400 Administration, Windows Server, Windows 7, Microsoft Office, Microsoft Exchange, Cisco VPN, Checkpoint, VoIP, Security, Ethernet, Help Desk Implementation, Microsoft SQL Server, Blackberry Enterprise..., Backup Solutions, Disaster Recovery, Lean Manufacturing, TQM, Kanban, VMware ESX, SOX Compliancy, IT Audit, Mac OS, Technical Support, Budgets, Compliance, Project Management, Risk Management, Horizon, Vendor Relationships, Software Licensing, Solidworks, Showcase Query, IT Infrastructure..., Program Management, Sarbanes-Oxley, Requirements Analysis, Servers, Information Technology, Cisco Technologies, Networking, Software Documentation
Education
Texas Tech University
Computer Science
Opus Bank December 2013 - Present
Opus Bank February 2009 - December 2013
Terex Corporation 1996 - 2008
Genie Industries November 2001 - April 2006
Skills
HP, Active Directory, Cisco, TCP/IP, Team Leadership, AS400 Administration, Windows Server, Windows 7, Microsoft Office, Microsoft Exchange, Cisco VPN, Checkpoint, VoIP, Security, Ethernet, Help Desk Implementation, Microsoft SQL Server, Blackberry Enterprise..., Backup Solutions, Disaster Recovery, Lean Manufacturing, TQM, Kanban, VMware ESX, SOX Compliancy, IT Audit, Mac OS, Technical Support, Budgets, Compliance, Project Management, Risk Management, Horizon, Vendor Relationships, Software Licensing, Solidworks, Showcase Query, IT Infrastructure..., Program Management, Sarbanes-Oxley, Requirements Analysis, Servers, Information Technology, Cisco Technologies, Networking, Software Documentation
Education
Texas Tech University
Computer Science
Jeff Leonard's Opus Bank Experience October 2010 - Present
Job Senior Vice President, Director of Corporate Strategy / Communications
Industry Financial Services
Experience
Opus Bank October 2010 - Present
AYSO Region 84 2008 - Present
Petersen Law Firm March 2008 - October 2010
Commercial Capital Bank June 2000 - October 2006
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Banking, Social Media, Portfolio Management, Marketing, Mergers, Asset Managment, Mergers & Acquisitions, Change Management, Corporate Communications, Budgets, Public Relations, Due Diligence, Business Strategy, Project Management, Nonprofits, Advertising, Entrepreneurship, Strategy, Market Research, Leadership, Finance, Commercial Lending, Investor Relations
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA
San Jose State University 1990 — 1993
B.S., Business Finance, Minor Economics
Opus Bank October 2010 - Present
AYSO Region 84 2008 - Present
Petersen Law Firm March 2008 - October 2010
Commercial Capital Bank June 2000 - October 2006
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Banking, Social Media, Portfolio Management, Marketing, Mergers, Asset Managment, Mergers & Acquisitions, Change Management, Corporate Communications, Budgets, Public Relations, Due Diligence, Business Strategy, Project Management, Nonprofits, Advertising, Entrepreneurship, Strategy, Market Research, Leadership, Finance, Commercial Lending, Investor Relations
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA
San Jose State University 1990 — 1993
B.S., Business Finance, Minor Economics
Betty Adams's Opus Bank Experience April 2011 - Present
Job Facilities/Purchasing/Contracts
Industry Facilities Services
Experience
Opus Bank April 2011 - Present
Standard Pacific Mortgage November 2004 - November 2008
Bank of Orange County June 2003 - July 2004
First Fidelity Investment and Loan May 1999 - August 2002
Skills
Contract Negotiation, Vendor Management, Process Improvement, Negotiation, Budgets, Management
Education
North Idaho College 1974 — 1975
Cert of Completion, Computer Science
Opus Bank April 2011 - Present
Standard Pacific Mortgage November 2004 - November 2008
Bank of Orange County June 2003 - July 2004
First Fidelity Investment and Loan May 1999 - August 2002
Skills
Contract Negotiation, Vendor Management, Process Improvement, Negotiation, Budgets, Management
Education
North Idaho College 1974 — 1975
Cert of Completion, Computer Science
Carey M. Brennan's Opus Bank Experience September 2010 - April 2012
Job Managing Directro at 60th Street Advisers
Industry Banking
Experience
60th Street Advisers April 2012 - Present
Opus Bank September 2010 - April 2012
60th Street Advisers, LLC July 2009 - September 2010
JP Morgan Chase September 2008 - July 2009
Washington Mutual July 2001 - September 2008
Washington Mutual (WAMU) 2001 - 2008
Jones Day October 1987 - July 2001
Skills
Mergers, Corporate Governance, Compliance, Securities, Licensing
Education
New York University School of Law
LLM, Taxation
University of Arkansas
JD, Law
60th Street Advisers April 2012 - Present
Opus Bank September 2010 - April 2012
60th Street Advisers, LLC July 2009 - September 2010
JP Morgan Chase September 2008 - July 2009
Washington Mutual July 2001 - September 2008
Washington Mutual (WAMU) 2001 - 2008
Jones Day October 1987 - July 2001
Skills
Mergers, Corporate Governance, Compliance, Securities, Licensing
Education
New York University School of Law
LLM, Taxation
University of Arkansas
JD, Law
Bob Granfelt's Opus Bank Experience April 2013 - Present
Job SVP Chief Credit Officer at Opus Bank
Industry Banking
Experience
Opus Bank April 2013 - Present
Opus Bank January 2012 - Present
Homestreet Bank February 2009 - January 2012
WaMu July 2007 - January 2009
Washington Mutual Bank 2005 - 2007
Washington Mutual March 2003 - 2005
Sumitomo Mitsui Banking Corporation 1987 - 2002
Skills
Loans, Credit, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Cash Management, Mortgage Lending, Underwriting, Commercial Banking, Financial Analysis, Financial Modeling, Asset Managment, Risk Management, Loan Origination, Management, Leadership, Commercial Real Estate
Education
Seattle University 1984 — 1987
MBA, Business
University of Washington 1977 — 1981
BA, Finance and Marketing
Opus Bank April 2013 - Present
Opus Bank January 2012 - Present
Homestreet Bank February 2009 - January 2012
WaMu July 2007 - January 2009
Washington Mutual Bank 2005 - 2007
Washington Mutual March 2003 - 2005
Sumitomo Mitsui Banking Corporation 1987 - 2002
Skills
Loans, Credit, Commercial Lending, Banking, Credit Analysis, Portfolio Management, Cash Management, Mortgage Lending, Underwriting, Commercial Banking, Financial Analysis, Financial Modeling, Asset Managment, Risk Management, Loan Origination, Management, Leadership, Commercial Real Estate
Education
Seattle University 1984 — 1987
MBA, Business
University of Washington 1977 — 1981
BA, Finance and Marketing
Francisco Chang's Opus Bank Experience June 2011 - July 2012
Job International ACH Migrations Services at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2015 - Present
Mutual of Omaha Bank February 2013 - Present
Wells Fargo Bank 2015 - 2015
Bank of the West July 2012 - February 2013
Opus Bank June 2011 - July 2012
Stratedigm Inc June 2008 - June 2011
Bank of America June 2005 - June 2008
Intel Corporation January 2002 - June 2005
Skills
Treasury Management, Cross-functional Team..., Program Management, Project Portfolio..., Vendor Management, Business Development, Product Management, Business Relationship..., Strategy, PMP, Banking, Cash Management, Commercial Lending, Management, Commercial Banking, Loans, Portfolio Management, Retail Banking, Credit Analysis, Credit
Education
San Jose State University
BS, Electrical Engineering
Wells Fargo Bank August 2015 - Present
Mutual of Omaha Bank February 2013 - Present
Wells Fargo Bank 2015 - 2015
Bank of the West July 2012 - February 2013
Opus Bank June 2011 - July 2012
Stratedigm Inc June 2008 - June 2011
Bank of America June 2005 - June 2008
Intel Corporation January 2002 - June 2005
Skills
Treasury Management, Cross-functional Team..., Program Management, Project Portfolio..., Vendor Management, Business Development, Product Management, Business Relationship..., Strategy, PMP, Banking, Cash Management, Commercial Lending, Management, Commercial Banking, Loans, Portfolio Management, Retail Banking, Credit Analysis, Credit
Education
San Jose State University
BS, Electrical Engineering
Zoltan Szabo, CIA, CFE, ORM,'s Opus Bank Experience July 2012 - April 2013
Job Vice President, Risk Management, Retail & Commercial Bank
Industry Banking
Experience
EverBank April 2013 - Present
Opus Bank July 2012 - April 2013
Aurora Bank FSB March 2004 - June 2012
IIA OC 2011 - 2012
Aurora Loan Services- A Lehman Brothers Company February 2003 - March 2004
CoBank, ACB 2001 - 2003
INVESCO FUNDS GROUP 1999 - 2001
Skills
Operational Risk..., Internal Audit, Compliance, Risk Management, Risk Assessment, Sarbanes-Oxley 404 / 302, Workflow Analysis, Supervision Of Staff, Project Planning /..., Sarbanes-Oxley Act, Business Process, Loans, Mortgage Lending, Banking, Leadership, Auditing, Supervising, Internal Controls, Accounting, Credit, Financial Reporting, Financial Analysis, Cash Flow, Account Reconciliation, Portfolio Management, Strategic Financial..., Corporate Finance
Education
University of Colorado Denver 2000 — 2004
MBA, Finance
University of Colorado Denver 1997 — 1999
BA, Economics
Association of Certified Fraud Examiners 2010 — 2011
CFE, Financial Forensics and Fraud Investigation
The Institute of Internal Auditors 2007 — 2008
CIA, CFSA, CRMA,, Auditing
Institute of Internal Auditors 2011 — 2011
CRMA, Risk Management
The Institute of Internal Auditors 2009 — 2009
CFSA, Banking
The Professional Risk Managers' International Association
Operational Risk Manager (Certified), Risk Management
EverBank April 2013 - Present
Opus Bank July 2012 - April 2013
Aurora Bank FSB March 2004 - June 2012
IIA OC 2011 - 2012
Aurora Loan Services- A Lehman Brothers Company February 2003 - March 2004
CoBank, ACB 2001 - 2003
INVESCO FUNDS GROUP 1999 - 2001
Skills
Operational Risk..., Internal Audit, Compliance, Risk Management, Risk Assessment, Sarbanes-Oxley 404 / 302, Workflow Analysis, Supervision Of Staff, Project Planning /..., Sarbanes-Oxley Act, Business Process, Loans, Mortgage Lending, Banking, Leadership, Auditing, Supervising, Internal Controls, Accounting, Credit, Financial Reporting, Financial Analysis, Cash Flow, Account Reconciliation, Portfolio Management, Strategic Financial..., Corporate Finance
Education
University of Colorado Denver 2000 — 2004
MBA, Finance
University of Colorado Denver 1997 — 1999
BA, Economics
Association of Certified Fraud Examiners 2010 — 2011
CFE, Financial Forensics and Fraud Investigation
The Institute of Internal Auditors 2007 — 2008
CIA, CFSA, CRMA,, Auditing
Institute of Internal Auditors 2011 — 2011
CRMA, Risk Management
The Institute of Internal Auditors 2009 — 2009
CFSA, Banking
The Professional Risk Managers' International Association
Operational Risk Manager (Certified), Risk Management
Fabio Baum CFA's Opus Bank Experience August 2014 - 2015
Job Commercial Real Estate Investment Professional
Industry Real Estate
Experience
Opus Bank August 2014 - 2015
Union Bank March 2009 - May 2014
KeyBank Real Estate Capital 2006 - 2008
Capri Capital Charter Mac 2001 - 2005
Tri-Land Properties 1999 - 2001
BAB Realty 1997 - 2001
Dai-Ichi Kangyo Bank 1989 - 1997
Skills
Loans, Portfolio Management, Commercial Real Estate, Capital Markets, Investments, Real Estate, Asset Management, Banking, Commercial Mortgages, Private Equity, Mezzanine, Mergers & Acquisitions, Finance, Asset Managment, Mortgage Lending, Disposition, Mergers, Real Estate Financing, Financial Risk, Equities, CMBS, Acquisitions, Due Diligence, Credit, CRM, Real Estate Economics, Dispositions
Education
University of Wisconsin-Madison - School of Business 1985 — 1987
Masters of Science, Real Estate Appraisal and Investment Analysis
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Real Estate
CFA Institute
Opus Bank August 2014 - 2015
Union Bank March 2009 - May 2014
KeyBank Real Estate Capital 2006 - 2008
Capri Capital Charter Mac 2001 - 2005
Tri-Land Properties 1999 - 2001
BAB Realty 1997 - 2001
Dai-Ichi Kangyo Bank 1989 - 1997
Skills
Loans, Portfolio Management, Commercial Real Estate, Capital Markets, Investments, Real Estate, Asset Management, Banking, Commercial Mortgages, Private Equity, Mezzanine, Mergers & Acquisitions, Finance, Asset Managment, Mortgage Lending, Disposition, Mergers, Real Estate Financing, Financial Risk, Equities, CMBS, Acquisitions, Due Diligence, Credit, CRM, Real Estate Economics, Dispositions
Education
University of Wisconsin-Madison - School of Business 1985 — 1987
Masters of Science, Real Estate Appraisal and Investment Analysis
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Real Estate
CFA Institute
Kim Gordon's Opus Bank Experience July 2014 - Present
Job SVP Senior Credit Administrator at Opus Bank
Industry Banking
Experience
Opus Bank July 2014 - Present
Monroe Capital LLC December 2012 - July 2014
Ridgestone Bank October 2011 - November 2012
Bridge Finance Group, Inc. September 2003 - September 2011
FINOVA Capital Corporation May 1996 - June 2003
Fremont Financial 1990 - 1996
CIT/Fidelcor 1988 - 1990
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS - Finance, Finance, Accounting
Glenbrook North
Opus Bank July 2014 - Present
Monroe Capital LLC December 2012 - July 2014
Ridgestone Bank October 2011 - November 2012
Bridge Finance Group, Inc. September 2003 - September 2011
FINOVA Capital Corporation May 1996 - June 2003
Fremont Financial 1990 - 1996
CIT/Fidelcor 1988 - 1990
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS - Finance, Finance, Accounting
Glenbrook North
Christine F Cunningham's Opus Bank Experience March 2013 - Present
Job Loan Administrator at Opus Bank
Industry Banking
Experience
Opus Bank March 2013 - Present
OneWest Bank February 2013 - March 2013
Promontory Financial Group, LLC July 2012 - January 2013
KeyBank Real Estate Capital November 2008 - June 2010
KeyBank Real Estate Capital December 2007 - November 2008
KeyBank Real Estate Capital March 2007 - December 2007
CitiCapital Franchise Finance April 2001 - March 2007
Skills
Credit Analysis, Loans, Credit, Banking, Commercial Banking, Commercial Lending, Due Diligence, Loss Mitigation, Mortgage Lending, REO, Risk Management, Loan Origination, Portfolio Management, Credit Risk, Financial Analysis, Underwriting
Education
San Diego State University-California State University 1993 — 1998
Opus Bank March 2013 - Present
OneWest Bank February 2013 - March 2013
Promontory Financial Group, LLC July 2012 - January 2013
KeyBank Real Estate Capital November 2008 - June 2010
KeyBank Real Estate Capital December 2007 - November 2008
KeyBank Real Estate Capital March 2007 - December 2007
CitiCapital Franchise Finance April 2001 - March 2007
Skills
Credit Analysis, Loans, Credit, Banking, Commercial Banking, Commercial Lending, Due Diligence, Loss Mitigation, Mortgage Lending, REO, Risk Management, Loan Origination, Portfolio Management, Credit Risk, Financial Analysis, Underwriting
Education
San Diego State University-California State University 1993 — 1998
Keith England's Opus Bank Experience September 2011 - September 2012
Job Experienced Special Credits / REO Officer & Commercial Real Estate Broker
Industry Commercial Real Estate
Experience
BBCN Bank February 2013 - Present
Pacific International Bank October 2012 - February 2013
Opus Bank September 2011 - September 2012
Whidbey Island Bank October 2010 - August 2011
North County Bank October 2009 - September 2010
Rainier Bank February 1977 - August 1987
First Chicago Corporation July 1973 - January 1977
Skills
Real Estate Economics, Credit Analysis, Commercial Banking, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Real Estate Development, Real Estate Financing, REO, Foreclosures, Workout, Asset Managment, Mentoring, Investment Properties, Investments, Apartments, Investors, Asset Management, Finance, Leases, Property Management, Residential Homes, Condos, Loan Origination, Valuation, Due Diligence, Brokerage, SBA, Risk Management, Refinance, Mergers & Acquisitions, Location Intelligence, Financial Analysis, Cash Management, Appraisals, FHA, Financial Structuring, Mortgage Banking, Small Business Lending, Financial Modeling, Land Acquisition, Credit Risk, Real Property
Education
The University of Chicago 1973 — 1976
MBA, Finance
Northwestern University 1969 — 1973
BS ChemE, Chemical Engineering
BBCN Bank February 2013 - Present
Pacific International Bank October 2012 - February 2013
Opus Bank September 2011 - September 2012
Whidbey Island Bank October 2010 - August 2011
North County Bank October 2009 - September 2010
Rainier Bank February 1977 - August 1987
First Chicago Corporation July 1973 - January 1977
Skills
Real Estate Economics, Credit Analysis, Commercial Banking, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Real Estate Development, Real Estate Financing, REO, Foreclosures, Workout, Asset Managment, Mentoring, Investment Properties, Investments, Apartments, Investors, Asset Management, Finance, Leases, Property Management, Residential Homes, Condos, Loan Origination, Valuation, Due Diligence, Brokerage, SBA, Risk Management, Refinance, Mergers & Acquisitions, Location Intelligence, Financial Analysis, Cash Management, Appraisals, FHA, Financial Structuring, Mortgage Banking, Small Business Lending, Financial Modeling, Land Acquisition, Credit Risk, Real Property
Education
The University of Chicago 1973 — 1976
MBA, Finance
Northwestern University 1969 — 1973
BS ChemE, Chemical Engineering
Dean Arnold's Opus Bank Experience October 2010 - December 2011
Job Operations and Strategy Executive
Industry Financial Services
Experience
Freddie Mac October 2012 - Present
Opus Bank October 2010 - December 2011
Washington Mutual (acquired by JPMorgan Chase) 2005 - 2009
JPMorgan Chase 2001 - 2005
JPMorgan Chase 1997 - 2001
GE Capital/GE 1983 - 1997
Skills
Commercial Banking, Operations, Mergers, Strategic Planning, Integration, Change Management, Real Estate, Vendor Management, Financial Planning, Planning, Customer Service, Business Analysis, Business Strategy, Business Planning, Banking, Financial Analysis, Program Management
Education
Penn State University 1980 — 1983
BS, Accounting
Freddie Mac October 2012 - Present
Opus Bank October 2010 - December 2011
Washington Mutual (acquired by JPMorgan Chase) 2005 - 2009
JPMorgan Chase 2001 - 2005
JPMorgan Chase 1997 - 2001
GE Capital/GE 1983 - 1997
Skills
Commercial Banking, Operations, Mergers, Strategic Planning, Integration, Change Management, Real Estate, Vendor Management, Financial Planning, Planning, Customer Service, Business Analysis, Business Strategy, Business Planning, Banking, Financial Analysis, Program Management
Education
Penn State University 1980 — 1983
BS, Accounting
James Fair's Opus Bank Experience March 2011 - Present
Job Director, Opus Bank CREB
Industry Financial Services
Experience
Opus Bank March 2011 - Present
DSS Executive Transportation November 2009 - April 2011
Bronco Re. May 2005 - July 2006
Cotchett, Pitre & McCarthy September 2003 - February 2004
Golf Mart May 2002 - September 2002
Skills
Real Estate, Commercial Real Estate, Loans, Entrepreneurship, Apartments, Mortgage Banking, Real Estate Economics, Investment Properties, Real Estate Financing, Mortgage Lending, Loan Origination, Asset Management, Banking, Mergers
Education
University of Arizona 2005 — 2010
BA, Communication, Minor in Business
Opus Bank March 2011 - Present
DSS Executive Transportation November 2009 - April 2011
Bronco Re. May 2005 - July 2006
Cotchett, Pitre & McCarthy September 2003 - February 2004
Golf Mart May 2002 - September 2002
Skills
Real Estate, Commercial Real Estate, Loans, Entrepreneurship, Apartments, Mortgage Banking, Real Estate Economics, Investment Properties, Real Estate Financing, Mortgage Lending, Loan Origination, Asset Management, Banking, Mergers
Education
University of Arizona 2005 — 2010
BA, Communication, Minor in Business
Demetrius Lee's Opus Bank Experience April 2014 - July 2014
Job Financial Sales Advisor at BBVA Compass
Industry Banking
Experience
BBVA Compass August 2014 - Present
Opus Bank April 2014 - July 2014
First Citizens Bank June 2006 - January 2014
Skills
Merchant Services, Small Business Lending, Remote Deposit Capture, Commercial Lending, Commercial Banking, Small Business, Banking, Lines Of Credit, Customer Service
Education
South Carolina State University 1994 — 1998
HOLLY HILL ROBERTS HIGH 1990 — 1994
BBVA Compass August 2014 - Present
Opus Bank April 2014 - July 2014
First Citizens Bank June 2006 - January 2014
Skills
Merchant Services, Small Business Lending, Remote Deposit Capture, Commercial Lending, Commercial Banking, Small Business, Banking, Lines Of Credit, Customer Service
Education
South Carolina State University 1994 — 1998
HOLLY HILL ROBERTS HIGH 1990 — 1994
Silvia Feliciano's Opus Bank Experience 2011 - 2013
Job BSA/AML Analyst at Merchants Bank of California, NA
Industry Banking
Experience
Merchants Bank of California, NA 2015 - Present
CommerceWest Bank 2014 - 2015
Citibank (Banamex USA) 2013 - 2014
Opus Bank 2011 - 2013
Union Bank 2009 - 2011
Wachovia 2007 - 2009
USBank 2005 - 2007
First Federal Bank of California 2004 - 2005
PFF Bank & Trust 2001 - 2004
Skills
Customer Service, Banking, Leadership, Notary Public, Sales Management, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Retail Banking, Credit, Lines Of Credit, Credit Analysis, Customer Retention, Financial Services, Loan Origination, Mortgage Lending, Branch Banking, Commercial Banking, Finance, Mortgage Banking, Cross Selling, Treasury Management
Education
Mt. San Antonio College
Merchants Bank of California, NA 2015 - Present
CommerceWest Bank 2014 - 2015
Citibank (Banamex USA) 2013 - 2014
Opus Bank 2011 - 2013
Union Bank 2009 - 2011
Wachovia 2007 - 2009
USBank 2005 - 2007
First Federal Bank of California 2004 - 2005
PFF Bank & Trust 2001 - 2004
Skills
Customer Service, Banking, Leadership, Notary Public, Sales Management, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Retail Banking, Credit, Lines Of Credit, Credit Analysis, Customer Retention, Financial Services, Loan Origination, Mortgage Lending, Branch Banking, Commercial Banking, Finance, Mortgage Banking, Cross Selling, Treasury Management
Education
Mt. San Antonio College
Linda Wareham's Opus Bank Experience April 2013 - February 2015
Job Financial Services Professional
Industry Financial Services
Experience
Opus Bank April 2013 - February 2015
Sterling Bank 2010 - April 2013
Bank of America 1999 - November 2010
First Interstate/Wells Fargo 1989 - 1999
Skills
Credit, Wealth Management, Home Equity Lines of..., Cash Management, Investments, Small Business Lending, Branch Banking, Branch Management, Team Building, Value Based Selling, Mortgage Lending, Compliance, Loans, Credit Analysis, Banking, Portfolio Management, Management, Loan Origination
Education
Seattle University
No degree obtained
Opus Bank April 2013 - February 2015
Sterling Bank 2010 - April 2013
Bank of America 1999 - November 2010
First Interstate/Wells Fargo 1989 - 1999
Skills
Credit, Wealth Management, Home Equity Lines of..., Cash Management, Investments, Small Business Lending, Branch Banking, Branch Management, Team Building, Value Based Selling, Mortgage Lending, Compliance, Loans, Credit Analysis, Banking, Portfolio Management, Management, Loan Origination
Education
Seattle University
No degree obtained
Brenda Boggioni's Opus Bank Experience November 2011 - Present
Job Vice President/Retail Banking Manager at Opus Bank
Industry Banking
Experience
Opus Bank November 2011 - Present
San Diego National Bank April 2008 - January 2012
Santa Barbara Bank & Trust December 2005 - April 2007
Education
San Diego State University-California State University 1980 — 1984
BS, Education
Opus Bank November 2011 - Present
San Diego National Bank April 2008 - January 2012
Santa Barbara Bank & Trust December 2005 - April 2007
Education
San Diego State University-California State University 1980 — 1984
BS, Education
Jowanna Cannon's Opus Bank Experience October 2013 - Present
Job VP, Structured Finance Underwriter/Portfolio Manager
Industry Banking
Experience
Opus Bank October 2013 - Present
Union Bank November 2009 - October 2013
First Private Bank & Trust 2008 - 2009
Countrywide Commercial Real Estate Finance February 2007 - July 2008
Commercial Capital Bank May 1998 - 2007
Skills
Loans, Credit, Underwriting, Finance, Financial Structuring, Loan Origination, Lines Of Credit, Financial Risk, Real Estate, Structured Finance, Credit Analysis, Commercial Real Estate, Commercial Lending, Banking, Refinance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Asset Based Lending, Financial Modeling, Investments, Portfolio Management, Investment Properties, Relationship Management, Private Banking, Financial Analysis, Middle Market, Real Estate Transactions, Financial Services, Asset Management, Small Business Lending, Due Diligence, Commercial Credit, Commercial Finance, Construction Loans, Portfolio Performance..., Credit Risk
Education
California State University-Fullerton
Bachelor of Science, Business Administration
University of Arizona
Opus Bank October 2013 - Present
Union Bank November 2009 - October 2013
First Private Bank & Trust 2008 - 2009
Countrywide Commercial Real Estate Finance February 2007 - July 2008
Commercial Capital Bank May 1998 - 2007
Skills
Loans, Credit, Underwriting, Finance, Financial Structuring, Loan Origination, Lines Of Credit, Financial Risk, Real Estate, Structured Finance, Credit Analysis, Commercial Real Estate, Commercial Lending, Banking, Refinance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Asset Based Lending, Financial Modeling, Investments, Portfolio Management, Investment Properties, Relationship Management, Private Banking, Financial Analysis, Middle Market, Real Estate Transactions, Financial Services, Asset Management, Small Business Lending, Due Diligence, Commercial Credit, Commercial Finance, Construction Loans, Portfolio Performance..., Credit Risk
Education
California State University-Fullerton
Bachelor of Science, Business Administration
University of Arizona
Chris Alfaro's Opus Bank Experience August 2013 - Present
Job Senior Appraisal Officer at Opus Bank
Industry Facilities Services
Experience
Opus Bank August 2013 - Present
Chase April 2012 - August 2013
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Economics
Opus Bank August 2013 - Present
Chase April 2012 - August 2013
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Economics
Donna Golembeski's Opus Bank Experience January 2013 - Present
Job Vice President, Manager Relationship Integration and Client Experience at Opus Bank
Industry Banking
Experience
Opus Bank January 2013 - Present
Opus Bank October 2011 - January 2013
Fullerton Community Bank June 2008 - October 2011
Jackson Federal Bank January 2002 - February 2005
Redlands Federal Bank April 1989 - June 1998
Skills
MCIF, Business Development, Retail Banking, Banking, Marketing Strategy, Marketing, Cross Selling, Product Development, Sales Management, Vendor Management
Education
St. Cloud State University
BS, Marketing
Opus Bank January 2013 - Present
Opus Bank October 2011 - January 2013
Fullerton Community Bank June 2008 - October 2011
Jackson Federal Bank January 2002 - February 2005
Redlands Federal Bank April 1989 - June 1998
Skills
MCIF, Business Development, Retail Banking, Banking, Marketing Strategy, Marketing, Cross Selling, Product Development, Sales Management, Vendor Management
Education
St. Cloud State University
BS, Marketing
Sharon Wang, CPA's Opus Bank Experience November 2014 - Present
Job Senior Internal Auditor at Opus Bank
Industry Accounting
Experience
Opus Bank November 2014 - Present
Ernst & Young September 2010 - November 2014
Deloitte China June 2008 - August 2008
Skills
Financial Accounting, Data Analysis, Teamwork, GAAP, Microsoft Excel, SOX 404
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master's degree, Accounting
Peking University 2005 — 2009
Bachelor of Science (BS), Accounting
Opus Bank November 2014 - Present
Ernst & Young September 2010 - November 2014
Deloitte China June 2008 - August 2008
Skills
Financial Accounting, Data Analysis, Teamwork, GAAP, Microsoft Excel, SOX 404
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master's degree, Accounting
Peking University 2005 — 2009
Bachelor of Science (BS), Accounting
Karina Vivar's Opus Bank Experience September 2012 - Present
Job CEM Opus Bank
Industry Banking
Experience
Opus Bank September 2012 - Present
Pacific Western Bank September 2005 - September 2012
Skills
Banking, Microsoft Office, Team Leadership, Budgets, Accounting, Customer Service, Microsoft Excel, Process Improvement, Sarbanes-Oxley Act, Coaching, English, Photoshop, Teaching, Social Media, Retail Banking
Education
Santa Barbara City College 2000 — 2001
Opus Bank September 2012 - Present
Pacific Western Bank September 2005 - September 2012
Skills
Banking, Microsoft Office, Team Leadership, Budgets, Accounting, Customer Service, Microsoft Excel, Process Improvement, Sarbanes-Oxley Act, Coaching, English, Photoshop, Teaching, Social Media, Retail Banking
Education
Santa Barbara City College 2000 — 2001
Raina Yoo's Opus Bank Experience March 2014 - Present
Job Director Portfolio Manager at Opus Bank
Industry Financial Services
Experience
Opus Bank March 2014 - Present
Wells Fargo Capital Finance May 2012 - March 2014
Wells Fargo Capital Finance September 2006 - May 2012
BDO Seidman, LLP September 2004 - May 2006
BDO Seidman, LLP January 2003 - March 2003
Skills
Financial Reporting, Portfolio Management, Financial Analysis, Business Strategy, Financial Modeling
Education
UCLA Anderson School of Management 2009 — 2012
M.B.A., Business
University of California, Los Angeles 2000 — 2004
B.S., Business-Economics
Opus Bank March 2014 - Present
Wells Fargo Capital Finance May 2012 - March 2014
Wells Fargo Capital Finance September 2006 - May 2012
BDO Seidman, LLP September 2004 - May 2006
BDO Seidman, LLP January 2003 - March 2003
Skills
Financial Reporting, Portfolio Management, Financial Analysis, Business Strategy, Financial Modeling
Education
UCLA Anderson School of Management 2009 — 2012
M.B.A., Business
University of California, Los Angeles 2000 — 2004
B.S., Business-Economics
Leo Soares's Opus Bank Experience March 2015 - Present
Job
Industry Commercial Real Estate
Experience
Opus Bank March 2015 - Present
Opus Bank April 2012 - February 2015
GBCIB February 2010 - March 2012
Homes Realty/Integrated Funding June 2009 - February 2010
Skills
Financial Analysis, Loans, Banking, Negotiation, Credit, Credit Analysis, Financial Reporting, Accounting, Mortgage Lending, Due Diligence, Management, Commercial Banking, Finance, Real Estate, Investments, Commercial Real Estate, Commercial Lending, Risk Management, Underwriting, Portfolio Management, Investment Properties, Real Estate Economics
Education
University of California, Riverside 2005 — 2009
Bachelor of Science
Opus Bank March 2015 - Present
Opus Bank April 2012 - February 2015
GBCIB February 2010 - March 2012
Homes Realty/Integrated Funding June 2009 - February 2010
Skills
Financial Analysis, Loans, Banking, Negotiation, Credit, Credit Analysis, Financial Reporting, Accounting, Mortgage Lending, Due Diligence, Management, Commercial Banking, Finance, Real Estate, Investments, Commercial Real Estate, Commercial Lending, Risk Management, Underwriting, Portfolio Management, Investment Properties, Real Estate Economics
Education
University of California, Riverside 2005 — 2009
Bachelor of Science
Brandon Chiantaretto's Opus Bank Experience April 2014 - Present
Job at
Industry Banking
Experience
Opus Bank April 2014 - Present
Opus Bank December 2012 - March 2014
Opus Bank January 2011 - December 2012
Advantage Sales & Marketing February 2010 - March 2010
CCI October 2009 - March 2010
Express Employment November 2007 - February 2009
Logomark May 2006 - February 2007
Skills
Data Entry, Microsoft Office, Customer Relations, Shipping, Databases, Spreadsheets, Document Scanning, Software Training, Payroll, Production, Outlook, Word, Excel, PowerPoint, Problem Solving, Documentation, Access, Employee Relations, Process Improvement, Administrative Support, Research, Inventory Management, Typing, Teamwork, Lotus Notes, Payroll Processing, Policy, Compliance, Customer Service, Microsoft Excel, Software Documentation, New Hire Orientations, Talent Management, Employee Training, Time Management, Banking, Benefits Administration
Education
Saddleback College 2001 — 2002
Business Administration
Marina High School 1992 — 1996
Diploma, General
Opus Bank April 2014 - Present
Opus Bank December 2012 - March 2014
Opus Bank January 2011 - December 2012
Advantage Sales & Marketing February 2010 - March 2010
CCI October 2009 - March 2010
Express Employment November 2007 - February 2009
Logomark May 2006 - February 2007
Skills
Data Entry, Microsoft Office, Customer Relations, Shipping, Databases, Spreadsheets, Document Scanning, Software Training, Payroll, Production, Outlook, Word, Excel, PowerPoint, Problem Solving, Documentation, Access, Employee Relations, Process Improvement, Administrative Support, Research, Inventory Management, Typing, Teamwork, Lotus Notes, Payroll Processing, Policy, Compliance, Customer Service, Microsoft Excel, Software Documentation, New Hire Orientations, Talent Management, Employee Training, Time Management, Banking, Benefits Administration
Education
Saddleback College 2001 — 2002
Business Administration
Marina High School 1992 — 1996
Diploma, General
Ian Ameny-Luthi's Opus Bank Experience May 2012 - January 2014
Job Nontraditional student
Industry Banking
Experience
Basset Hound Rescue of Southern California August 2012 - Present
Eastridge Workforce Solutions August 2015 - September 2015
Best Buy October 2014 - January 2015
Opus Bank May 2012 - January 2014
RemX Financial Staffing February 2011 - May 2012
Automobile Club of Southern California May 2009 - October 2010
Borders May 2004 - January 2009
Wells Fargo Bank January 2006 - November 2008
Target January 2001 - January 2005
Skills
Customer Relations, Promotions, Event Management, Public Relations, Customer Service, Technical Training, Microsoft Office, Treasury Management, Remote Deposit Capture, Client Training, Sales, Banking, Management, Leadership, Retail Banking, Call Centers, Cash Management, Human Resources, Deposits, Financial Analysis, Mortgage Lending, Treasury Services, Commercial Banking, Financial Services
Education
University of California, Santa Barbara 2015 — 2017
Bachelor's degree, Political Science and Government
Orange Coast College 2012 — 2015
Associate's degree, Political Science and Government
Basset Hound Rescue of Southern California August 2012 - Present
Eastridge Workforce Solutions August 2015 - September 2015
Best Buy October 2014 - January 2015
Opus Bank May 2012 - January 2014
RemX Financial Staffing February 2011 - May 2012
Automobile Club of Southern California May 2009 - October 2010
Borders May 2004 - January 2009
Wells Fargo Bank January 2006 - November 2008
Target January 2001 - January 2005
Skills
Customer Relations, Promotions, Event Management, Public Relations, Customer Service, Technical Training, Microsoft Office, Treasury Management, Remote Deposit Capture, Client Training, Sales, Banking, Management, Leadership, Retail Banking, Call Centers, Cash Management, Human Resources, Deposits, Financial Analysis, Mortgage Lending, Treasury Services, Commercial Banking, Financial Services
Education
University of California, Santa Barbara 2015 — 2017
Bachelor's degree, Political Science and Government
Orange Coast College 2012 — 2015
Associate's degree, Political Science and Government
Morris Van Horne's Opus Bank Experience July 2011 - May 2012
Job Compliance and CRA Officer at Coastal Community Bank
Industry Banking
Experience
Coastal Community Bank July 2012 - Present
Opus Bank July 2011 - May 2012
Cascade Bank October 1979 - June 2011
Skills
Credit Analysis, Credit, Loans, Mortgage Lending, Retail Banking, Banking, Commercial Lending, Training, Commercial Banking, AML, Financial Risk, Small Business Lending, Underwriting, Consumer Lending, Mortgage Banking
Education
University of South Alabama 1970 — 1975
Bachelor's degree, Mathematics and Teaching Certification
Coastal Community Bank July 2012 - Present
Opus Bank July 2011 - May 2012
Cascade Bank October 1979 - June 2011
Skills
Credit Analysis, Credit, Loans, Mortgage Lending, Retail Banking, Banking, Commercial Lending, Training, Commercial Banking, AML, Financial Risk, Small Business Lending, Underwriting, Consumer Lending, Mortgage Banking
Education
University of South Alabama 1970 — 1975
Bachelor's degree, Mathematics and Teaching Certification
Marian Muhamed's Opus Bank Experience April 2012 - May 2015
Job Accountant at Opus Bank
Industry Financial Services
Experience
Opus Bank April 2012 - May 2015
Skills
Financial Analysis, Customer Service, Banking, Finance, Risk Management, Financial Reporting, Loans, Portfolio Management, Financial Modeling, Auditing
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Accounting
Opus Bank April 2012 - May 2015
Skills
Financial Analysis, Customer Service, Banking, Finance, Risk Management, Financial Reporting, Loans, Portfolio Management, Financial Modeling, Auditing
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Accounting
Curtis Honkawa's Opus Bank Experience July 2013 - Present
Job Banking Systems Analyst at Opus Bank
Industry Banking
Experience
Opus Bank July 2013 - Present
Apex Events, LLC (DBA Apex Performance) September 2011 - January 2012
Apex Events, LLC (DBA Apex Performance) 2011 - 2012
Roll Global June 2010 - September 2011
CYA in California June 2008 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Dreamweaver, Photoshop, Japanese, Web Design
Education
University of California, Irvine 2008 — 2012
Bachelor's degree, Business/Managerial Economics
Opus Bank July 2013 - Present
Apex Events, LLC (DBA Apex Performance) September 2011 - January 2012
Apex Events, LLC (DBA Apex Performance) 2011 - 2012
Roll Global June 2010 - September 2011
CYA in California June 2008 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Dreamweaver, Photoshop, Japanese, Web Design
Education
University of California, Irvine 2008 — 2012
Bachelor's degree, Business/Managerial Economics
DeWitt Dudley's Opus Bank Experience March 2015 - Present
Job Director, Opus Bank
Industry Banking
Experience
Opus Bank March 2015 - Present
Growthink December 2013 - November 2014
MF Global May 2006 - August 2010
Skills
Business Development, Business Analysis, Financial Analysis, New Client Acquisitions, Client Development, Revenue Streams, Direct Marketing, Cold Calling, Electronic Trading, Options Strategies, Option Valuation, Option Pricing Models, Futures, Futures Trading, Financial Futures, Analysis, Market Research, Critical Thinking, Data Analysis, Quantitative Analytics, Analytics, Financial Modeling, Competitive Analysis, Equities, Finance, CRM, Financial Services, Management, Leadership, Options, Online Marketing, Management Consulting, Strategy, Trading, Entrepreneurship, Start-ups, Mergers & Acquisitions, Private Equity, Business Planning, Capital Markets, Derivatives, Strategic Planning, Business Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA), Finance & Leadership
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor's degree, Marketing
Opus Bank March 2015 - Present
Growthink December 2013 - November 2014
MF Global May 2006 - August 2010
Skills
Business Development, Business Analysis, Financial Analysis, New Client Acquisitions, Client Development, Revenue Streams, Direct Marketing, Cold Calling, Electronic Trading, Options Strategies, Option Valuation, Option Pricing Models, Futures, Futures Trading, Financial Futures, Analysis, Market Research, Critical Thinking, Data Analysis, Quantitative Analytics, Analytics, Financial Modeling, Competitive Analysis, Equities, Finance, CRM, Financial Services, Management, Leadership, Options, Online Marketing, Management Consulting, Strategy, Trading, Entrepreneurship, Start-ups, Mergers & Acquisitions, Private Equity, Business Planning, Capital Markets, Derivatives, Strategic Planning, Business Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA), Finance & Leadership
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor's degree, Marketing
Salvador Sotomayor's Opus Bank Experience October 2010 - April 2012
Job Banking Professional
Industry Banking
Experience
Opus Bank October 2010 - April 2012
Bay Cities National Bank May 1997 - September 2010
Home Bank May 1977 - September 1996
Skills
Computer Proficiency, Policy Writing, Project Management, Banking Compliance, Customer Service, Customer Retention, Customer Acquisition, Leadership, Problem Solving, Staff Development, Jack Henry Banking..., Fiserv Premier Banking..., Security, Banking, Auditing, Sales, Loans, Policy
Education
Banking Seminars 1980 — 2011
Banking
CBA Banking School 1980 — 1980
Certificate, General Banking
UCLA 1974 — 1976
No Degree, Biology
Opus Bank October 2010 - April 2012
Bay Cities National Bank May 1997 - September 2010
Home Bank May 1977 - September 1996
Skills
Computer Proficiency, Policy Writing, Project Management, Banking Compliance, Customer Service, Customer Retention, Customer Acquisition, Leadership, Problem Solving, Staff Development, Jack Henry Banking..., Fiserv Premier Banking..., Security, Banking, Auditing, Sales, Loans, Policy
Education
Banking Seminars 1980 — 2011
Banking
CBA Banking School 1980 — 1980
Certificate, General Banking
UCLA 1974 — 1976
No Degree, Biology
Stephen Lapchak's Opus Bank Experience October 2014 - May 2015
Job Analyst at Dolphin Partners, Inc.
Industry Commercial Real Estate
Experience
Dolphin Partners, Inc. May 2015 - Present
Opus Bank October 2014 - May 2015
St. George & Associates March 2013 - September 2014
Radius Group September 2012 - March 2013
California-Eta Chapter, Sigma Alpha Epsilon Fraternity March 2011 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Commercial Real Estate, Social Networking, Marketing, Organization, Argus Modeling, Capital Markets, Commercial Real Estate..., Customer Service, Data Analysis, Excel Models, Market Research, Research, Commercial Real Estate..., CoStar, Financial Analysis, LexisNexis, Real Estate Economics, Real Estate Financing, Real Estate License, Teamwork
Education
University of California, Santa Barbara 2009 — 2013
Bachelor’s Degree
Mater Dei High School 2005 — 2009
High School
Dolphin Partners, Inc. May 2015 - Present
Opus Bank October 2014 - May 2015
St. George & Associates March 2013 - September 2014
Radius Group September 2012 - March 2013
California-Eta Chapter, Sigma Alpha Epsilon Fraternity March 2011 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Commercial Real Estate, Social Networking, Marketing, Organization, Argus Modeling, Capital Markets, Commercial Real Estate..., Customer Service, Data Analysis, Excel Models, Market Research, Research, Commercial Real Estate..., CoStar, Financial Analysis, LexisNexis, Real Estate Economics, Real Estate Financing, Real Estate License, Teamwork
Education
University of California, Santa Barbara 2009 — 2013
Bachelor’s Degree
Mater Dei High School 2005 — 2009
High School
Laura Kirkpatrick's Opus Bank Experience September 2012 - Present
Job Client Service Manager at Opus Bank
Industry Financial Services
Experience
Opus Bank September 2012 - Present
Skills
Banking, Retail Banking, Commercial Banking, Portfolio Management, Relationship Management, Financial Services, Customer Service, Risk Management, Client Services
Education
Mission Bay High School
San Diego Mesa College
Opus Bank September 2012 - Present
Skills
Banking, Retail Banking, Commercial Banking, Portfolio Management, Relationship Management, Financial Services, Customer Service, Risk Management, Client Services
Education
Mission Bay High School
San Diego Mesa College
Sophie Hamada's Opus Bank Experience June 2012 - August 2012
Job Law Student
Industry Law Practice
Experience
Ann Taylor December 2013 - July 2014
Department of the Attorney General - State of Hawaii December 2013 - May 2014
Surf City Optometry June 2009 - June 2013
University of California, Riverside September 2012 - January 2013
Opus Bank June 2012 - August 2012
Skills
Microsoft Office, Legal Research, Data Analysis, Client Development, Customer Service, Vendor Management, Organization, Communication, Inventory Control, Leadership, Time Management
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (J.D.)
University of California, Riverside 2010 — 2013
Bachelor of Arts (BA), Political Science and Government
Barcelona International College
Spanish Language and Culture
Ann Taylor December 2013 - July 2014
Department of the Attorney General - State of Hawaii December 2013 - May 2014
Surf City Optometry June 2009 - June 2013
University of California, Riverside September 2012 - January 2013
Opus Bank June 2012 - August 2012
Skills
Microsoft Office, Legal Research, Data Analysis, Client Development, Customer Service, Vendor Management, Organization, Communication, Inventory Control, Leadership, Time Management
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (J.D.)
University of California, Riverside 2010 — 2013
Bachelor of Arts (BA), Political Science and Government
Barcelona International College
Spanish Language and Culture
Homa Sher's Opus Bank Experience May 2013 - Present
Job Student at San Diego State UniversityCalifornia State University
Industry Hospital & Health Care
Experience
Opus Bank May 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
San Diego State University-California State University 2012 — 2016
Opus Bank May 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
San Diego State University-California State University 2012 — 2016
Jill Ali's Opus Bank Experience July 2014 - Present
Job Banking Services Analyst at Opus Bank
Industry Banking
Experience
Opus Bank July 2014 - Present
Opus Bank October 2013 - Present
Frost Bank 2011 - 2013
Custom Collection 2003 - 2011
Men's Wearhouse 2002 - 2003
US Oncology 2001 - 2002
Skills
Cash Flow Forecasting, Cash Recycler (POD), Quicken, XRT-CERG, Sun Guard, ACH, Microsoft Word, Quick Books, Microsoft Excel, PowerPoint, Outlook, Accounts Payable, Payroll, QuickBooks
Education
Union College 1990 — 1994
Bachelor of Science (BS), Mathematics
Union College
Opus Bank July 2014 - Present
Opus Bank October 2013 - Present
Frost Bank 2011 - 2013
Custom Collection 2003 - 2011
Men's Wearhouse 2002 - 2003
US Oncology 2001 - 2002
Skills
Cash Flow Forecasting, Cash Recycler (POD), Quicken, XRT-CERG, Sun Guard, ACH, Microsoft Word, Quick Books, Microsoft Excel, PowerPoint, Outlook, Accounts Payable, Payroll, QuickBooks
Education
Union College 1990 — 1994
Bachelor of Science (BS), Mathematics
Union College
Richard Mayeda's Opus Bank Experience July 2012 - Present
Job Credit Administrator Vice President at Opus Bank
Industry
Experience
Opus Bank July 2012 - Present
Bank of the Cascades June 2005 - March 2012
Education
University of Puget Sound 1980 — 1983
Master of Business Administration (MBA), Finance, General
University of Washington, Michael G. Foster School of Business 1975 — 1979
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Opus Bank July 2012 - Present
Bank of the Cascades June 2005 - March 2012
Education
University of Puget Sound 1980 — 1983
Master of Business Administration (MBA), Finance, General
University of Washington, Michael G. Foster School of Business 1975 — 1979
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank