Patelco Credit Union
Patelco Credit Union is a community credit union that encompasses most of Northern California, particularly the San Francisco Bay Area. Founded in 1936, it is one of the oldest and largest credit unions in the country. Headquarters: Pleasanton, CA CEO: Erin Mendez Number of locations: 36 Founded: 1936 Chief risk officer: Chris Allen SVPs: Melissa Morgan, Chris Allen, Richard Wada
Patelco Credit Union List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Patelco Credit Union. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Patelco Credit Union Employees
JDA Software March 2013 - Present
Patelco Credit Union July 2010 - March 2013
Patelco Credit Union 2010 - 2012
Patelco Credit Union March 2007 - July 2010
Bank of America 2006 - 2007
Wells Fargo 2003 - 2006
Convergys 1998 - 2003
Skills
Corporate Communications, Business Communications, Corporate Social Media, Social Collaboration, Collaborative Problem..., Project Management, Change Management, Information Technology, Business Process..., Retail Banking, Organizational..., Risk Management, Cross-functional Team..., Vendor Relationship..., Relationship Management, Financial Operations, Financial Services, Bank Management, Credit Analysis, Financial Audits, Training & Development, Operations Management, Sales Operations, District Management, Document Management, Executive..., Non-profit Volunteering, Fundraising, Management, Process Improvement, Strategy, Vendor Management
Education
UC Berkeley Extension School 2011 — 2013
Project Management Certificate Program, Project Management
Texas Tech University
Business Administration and Management, General
Cisco Meraki April 2015 - Present
Cisco Meraki December 2014 - April 2015
FleishmanHillard July 2014 - October 2014
UC Davis Stores December 2013 - June 2014
Spotify September 2013 - December 2013
Gap Inc. November 2010 - March 2011
Patelco Credit Union June 2008 - August 2008
Northeast Community Federal Credit Union May 2007 - October 2007
Skills
Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Financial Statements, Accounting, Marketing Communications, Photoshop, Customer Satisfaction, Merchandising, Facebook, Microsoft Office, Social Networking, Strategic Partnerships, Data Entry, Data Analysis, Sales, Sales Force Development, Social Media, Digital Marketing, Salesforce.com, Sales Operations, Market Research, Online Lead Generation, Data Integration, Salesforce.com..., Database Administration, Sales Leads, Sales Analysis, Customer Service, Team Building, Leadership, Inventory Management, Pricing, Operations Management, Logistics, Order Processing, Returns, Customer Relations, Customer Liason
Education
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Managerial Economics, Senior
Skyline College 2009 — 2012
Associates in Arts, Interdisciplinary Studies
Abraham Lincoln High School 2005 — 2009
Bellevue School District July 2015 - Present
Hutchinson & Company August 2013 - Present
Patelco Credit Union September 2011 - August 2013
Bank of Marin July 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Photoshop, Time Management, Social Networking, Sales, Social Media Marketing
Education
Sonoma State University 2014 — 2016
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Social Sciences
November Research Group January 2015 - Present
Haus of Godspeed October 2012 - Present
Patelco Credit Union February 2013 - January 2015
ALLTIME VARIETY May 2012 - 2014
Monster Inc. August 2012 - October 2012
Friend2Friend November 2011 - March 2012
fremont September 2011 - November 2011
VXI Global Solutions, Inc December 2010 - April 2011
Clean Leaf International Corp October 2009 - May 2010
Skills
Web Development, jQuery, HTML 5, PHP, JavaScript, ActionScript, .NET, General Awesomeness, Blogging, jQuery UI, Google Analytics, Web Applications, Interaction Design, Front-end, HTML + CSS, Photoshop, Adobe Creative Suite, wordpress, Illustrator, css3, responsive web design, less.js, knockout.js, bootstrap.js, ASP.NET MVC, Git, JSON, Sencha, HTML
Education
Mapua Institute of Technology 2005 — 2009
IT, Cisco, Unix
St. James Academy
Patelco Credit Union August 2014 - Present
Wells Fargo May 2013 - August 2014
Nordstrom July 2012 - February 2013
Skills
Credit, Microsoft Office, Customer Service, Sales, PowerPoint
Education
Canada College 2011 — 2014
Associate's degree, Paralegal
San Francisco State University
Dietetics/Dietitian, Undergrad
YapStone June 2015 - Present
Patelco Credit Union January 2015 - May 2015
East African Breweries Ltd January 2007 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Analysis, Leadership, Accounting, Budgets, Banking, Outlook, Financial Reporting, Finance, Sales
Education
Saint Mary's College of California 2015 — 2016
Master of Science (M.S.), Accounting and Finance
Saint Mary's College of California 2010 — 2014
Bachelor of Science (B.S.), Economics
Juma Ventures August 2013 - Present
Juma Ventures February 2012 - August 2013
Patelco Credit Union January 2007 - January 2008
Skills
Social Enterprise, Youth Development, Event Management, Non-profits, Microsoft Office, Customer Service, Research, Management, Event Planning, Fundraising, Microsoft Excel, Nonprofits, PowerPoint, Public Speaking, Budgets, Training, Sales, Volunteer Management, Community Outreach
Education
San Francisco State University 2007 — 2011
Bachelor's degree, Business Administration, Management and Operations
Patelco C July 2014 - Present
Patelco Credit Union September 2011 - Present
Patelco Credit Union April 2011 - September 2011
Patelco Credit Union October 2008 - March 2011
Wright-Patt Credit Union August 2006 - September 2008
Skills
Credit, Banking, Loans, Mortgage Lending, Credit Analysis, Consumer Lending, Loan Origination, Financial Analysis, Loan Servicing, Credit Risk
Education
Indiana Wesleyan University 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Sinclair Community College 2004 — 2008
Associate's degree, Business Administration and Management, General
Wells Fargo Insurance Services April 2015 - Present
Republic Indemnity December 2013 - April 2015
Patelco Credit Union March 2013 - November 2013
Prometheus Real Estate Group August 2012 - February 2013
Citibank February 2007 - February 2012
Armadillo Willy’s February 2005 - December 2006
Skills
Insurance, Commercial Insurance, Disability Insurance, Marketing, Sales, Financial Analysis, Financial Services, Credit, Customer Service, Management, Microsoft Office
Education
San Jose State University 2005 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
San Jose State University 2004 — 2006
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Hospice Compassus June 2015 - Present
Granite Cliffs Consulting, GCCF May 2014 - Present
Skyline Place, Senior Living and Oak Terrace Memory Care December 2010 - December 2012
Felton Institute and Family Service Agency / San Francisco February 2009 - June 2010
Streetline Networks September 2007 - September 2008
San Francisco Chamber of Commerce March 2006 - May 2007
Pacific Gas and Electric Company March 2002 - August 2005
Patelco Credit Union March 2001 - May 2002
Patelco Credit Union March 1994 - May 1999
Worldspan December 1989 - June 1994
Skills
Non-profits, Public Speaking, Strategic Communications, Fundraising, Strategic Planning, Community Outreach, Social Media, Event Planning, Media Relations, Public Relations, Program Management, Marketing, Government, Marketing Communications, Public Policy, Research, Crisis Communications, Policy, Event Management, Volunteer Management, Nonprofits, Community Development, Leadership, Proposal Writing
Education
Mills College 1996 — 1999
BA, Political, Legal and Economic Analysis
Coro Center for Civic Leadership 1999 — 2000
Public Policy Fellowship
Leadership San Francisco 2007 — 2008
Completed, Community Service - Community Trustee
CUSO Financial Services, L.P. at Patelco Credit Union June 2015 - Present
Patelco Credit Union April 2010 - June 2015
Wells Fargo October 2009 - April 2010
OfficeMax August 2008 - October 2009
Education
San Jose State University 2009 — 2013
Bachelor's degree, Accounting and Finance, 3.4 Cumulative GPA
Patelco Credit Union August 2015 - Present
W.J. Bradley Company May 2009 - July 2015
Wachovia March 2007 - October 2008
World Savings August 2002 - January 2007
Meridian High School August 2001 - May 2002
Skills
Public Speaking, Mortgage, Loans, Real Estate, Coaching, Mortgage Lending, Loan Origination, Sales Management, Marketing, Management, Account Management, Leadership, Strategic Planning, Sales, Negotiation, Training, Mortgage Banking
Education
University of Illinois at Urbana-Champaign 2001 — 2001
Started Masters Degree in Education
Southeast Missouri State University 1996 — 2000
BS, Education
Bank of the West November 2014 - Present
Pacific Gas and Electric Company April 2013 - October 2014
Patelco Credit Union 2012 - 2013
Patelco Credit Union March 2012 - September 2012
Pacific Gas and Electric Company September 2011 - April 2012
Pacific Service Credit Union 2006 - 2010
Taproot Foundation 2006 - 2007
Heller Ehrman LLP 2002 - 2005
Crosby Heafey Roach and May PC 2000 - 2002
Skills
Press Releases, Strategic Communications, Internal Communications, Public Speaking, Public Relations, Media Relations, Web Content, Newsletters, Marketing Communications, Event Planning, Editing, Social Media, Marketing, Corporate Social..., Sales, Layout, Databases, Community Building, Brochures, Corporate Communications, Non-profits, Copywriting, Video Production, Video Editing, Videography, Employee Relations
Education
Saint John's University 1992 — 1996
BA, Psychology
San Francisco Blazing Dragons Dragon Boat Club December 2011 - August 2014
SFSU Vista Room February 2013 - November 2013
Centerplate June 2012 - June 2013
Patelco Credit Union June 2009 - August 2009
Chinese Bible Church June 2007 - August 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Event Planning, Team Leadership, Sales, Food Service, Microsoft Office, Teamwork, Microsoft Excel, Food & Beverage, Google Docs, Cashiering, Facebook, PC, WordPad, Filing, Laboratory Equipment, Social Networking, Teaching, Health Analysis, Social Media, Hospitality, Leadership
Education
San Francisco State University 2010 — 2015
Bachelor of Science (B.S.), Dietetics
Flair For Writing August 2010 - Present
Patelco Credit Union April 2015 - July 2015
Brand Abound February 2012 - April 2015
Cisco June 2014 - August 2014
HomeFolio Media June 2013 - December 2013
8D Network March 2011 - September 2011
Metro Property Management February 2008 - August 2010
Metro Property Management February 2008 - August 2010
Better Homes Realty May 2004 - January 2008
Pleasanton Unified School District January 2002 - September 2003
Skills
Copywriting, Email Marketing, Social Media Marketing, Press Releases, Content Strategy, Public Relations, Advertising, Social Media, Creative Writing, Online Advertising, Content Marketing, New Business Development, SEO copywriting, Copy Editing, Social Networking, Strategic Planning, Marketing Communications, Brochures, Wordpress, Google Analytics, Content Management, Content Writing, Brand Awareness, Consulting, Product Marketing, Social Media Measurement, Social Media Monitoring, PowerPoint, Strategic Consulting, Sales Letters, Resume Writing and..., Business Strategy, Mobile Content, Branded Content, Strategic Content..., Custom Content..., Customer Engagement, Branding & Identity, Optimization, Direct Marketing, Landing Page..., Script-writing, Blog Marketing, Analytics, Grammar, Marketing Agency, B2B Marketing Strategy, B2C marketing, Advertising Agency, Blogging
Education
St. Mary's College of California 1988 — 1992
BS Psychology & Minor in English
Saint Mary's College of California 1994 — 1995
Teaching Credential, English
University of Phoenix 1996 — 1997
Master in Education, Education
Presentation High School 1984 — 1988
Patelco Credit Union 2011 - Present
Patelco Credit Union 2002 - 2011
Patelco Credit Union August 1997 - 2002
Skills
Budgets, Asset Liability..., Mergers & Acquisitions, Branch and Product..., Project Management, Investment Reporting, Financial Forecasting, Financial System..., Financial Accounting, Financial Reporting, Finance, Financial Analysis, Risk Management, Auditing, Internal Audit, ALM, Banking, Accounting, Investments, Loans, Internal Controls, Financial Services
Education
University of California, Berkeley
B.S., Business Administration
Embarcadero Capital Partners June 2014 - Present
Embarcadero Capital Partners December 2013 - June 2014
Robert Half February 2013 - December 2013
Patelco Credit Union December 2010 - November 2012
Pottery Barn October 2009 - December 2010
Takken’s Shoes November 2006 - May 2008
ULTA Beauty June 2006 - December 2007
Skills
Training, Leadership, Customer Service, Sales, CRM, Customer-focused Sales, Public Speaking, PowerPoint, Microsoft Excel, Office Operations, Spanish-speaking, Employee Training, Outlook, Merchandising, 10 Key, Inventory Management, Microsoft Office, Time Management, American Sign Language, AvidXchange, Account Reconciliation, Property Management..., Organization, Data Entry, Administrative..., Event Planning, Property Management, MRI Software, Account Management, Financial Variance..., Budget Setting, Invoicing, Lease Administration, Invoice Processing
Education
Mercy High School 2002 — 2006
Diploma
Skyline College
Psychology
Sea West Coast Guard Federal Credit Union July 2013 - Present
Patelco Credit Union January 2008 - July 2013
pier 1 imports November 2006 - April 2007
RadioShack 2004 - 2006
Skills
Public Speaking, Cross-functional Team..., Customer Service, Analysis, Retail, Sales, Inventory Management, Credit, Sales Management, Coaching, Time Management, Training, Team Building, Consumer Lending, Loans, Banking, Management, Leadership, Finance, Microsoft Office, Credit Unions, Loan Origination, Nonprofits, Teamwork, Team Leadership, Sales Operations, Employee Training, Cross Selling, Negotiation, Operations Management, Mortgage Lending
Education
Université Badji Mokhtar de Annaba 1997 — 2001
4 Years, Management/ Marketing
Capital F Productions November 2004 - Present
Patelco Credit Union February 2011 - December 2012
Skills
Screenwriting, Directing, Video Editing, Film Editing, Film, Video, Producing, Short Films, Film Production, Acting, Music Production, Audio Editing, Television, Voice Over, Music Videos, Creative Direction, Commercials, Recording, Videography, Editing, Final Cut Pro, Final Draft, Photography, Video Production, Scripting, Mac, Creative Writing, Avid, Storytelling, Storyboarding, Feature Films
Education
Las Positas College 2005 — 2008
English
Patelco Credit Union August 2015 - Present
B A R 1 August 2006 - Present
B A R 1 August 2006 - Present
Ross Stores, Inc. June 2014 - August 2015
AvalonBay Communities February 2013 - May 2014
Archstone August 2012 - May 2014
Cushman & Wakefield June 2003 - December 2004
Target November 1997 - April 2003
Natural Wonders / Manpower April 1994 - November 1997
Skills
Property Management, Real Estate, Investment Properties, Real Estate Investment, Residential, Facility Management, Microsoft SQL Server, Oracle SQL, Databases, Commercial Real Estate, Facilities Management, Investors, Investments, Management, Negotiation, Project Management, Real Estate Development, Real Estate Economics, Renovation, Real Estate Transactions, Rentals, Retail, Time Management, Construction, Customer Service, Program Management, Property, Residential Homes, Sales, Leases, Budgets, Contract Negotiation, Asset Management, Analysis, Apartments
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.), Business Strategies - Executive Management
University of Oregon - Charles H. Lundquist College of Business
B.S. Finance
Marylhurst University
Bachelor of Science (B.S.), Business Admin. - Real Estate
Univerisity California Berkeley
Computer and Information Sciences, General
Sutter Health May 2013 - Present
Examiner.com May 2012 - Present
TOP Annual Fund September 2010 - November 2012
Patelco Credit Union June 2011 - November 2011
Pioneer Elementary School April 2011 - June 2011
McCarthy Physical Therapy and Sports Medicine January 2010 - March 2010
UC Davis Medical Center October 2009 - December 2009
Skills
Microsoft Word, Microsoft Excel, Photoshop, Social Media, Writing, Cold Calling, Telemarketing, Organization, Computer Proficiency, Fast Learner, Motivation, Customer Service, PowerPoint, Adobe Acrobat, Creativity, Team-oriented, Sales
Education
UC Davis 2008 — 2012
Bachelor of Arts (BA), English, with an emphasis in literary analysis
Merrill F. West High School 2004 — 2008
Patelco Credit Union January 2015 - Present
Peet's Coffee & Tea May 2013 - January 2015
DSW January 2012 - October 2012
St. Charles Borromeo School September 2008 - August 2011
Skills
Social Media, Microsoft Word, Public Speaking, Microsoft Office, Facebook, Leadership, Customer Relations, Teamwork, Time Management, PowerPoint, Customer Service, Event Planning, Microsoft Excel, Social Networking, Research
Education
San Francisco State University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy and Law
Patelco Credit Union June 2015 - Present
AC Transit August 2014 - February 2015
Chevron November 2012 - May 2014
Sungate Energy Solutions August 2011 - October 2011
Yancey Brothers March 2005 - July 2011
Olympus August 2004 - February 2005
Target October 2003 - August 2004
CALIFORNIA RETAINING WALLS January 2002 - October 2003
Sun Microsystems January 2000 - November 2001
Celestica March 1997 - January 2000
Skills
Employee Relations, Recruiting, HRIS, Performance Management, Human Resources, Talent Management, Talent Acquisition, Benefits Administration, HR Policies, Employee Engagement, Onboarding, Employee Benefits, Sourcing, Temporary Placement, Interviews, New Hire Orientations, Personnel Management, College Recruiting
Education
San Francisco State University 1982 — 1987
Bachelor's degree, Human Resources Management/Personnel Administration, General
Patelco Credit Union March 2006 - Present
Skills
Telecommunications..., Unity Connection, Cisco Call Manager, Management, Telecommunications, Microsoft Excel
Education
Sierra College 1998 — 2004
Contruction Technology, A
Patelco Credit Union March 2013 - Present
California Coast Credit Union September 2004 - March 2013
California Coast Credit Union 2004 - 2008
Digital On-Demand 1999 - 2004
Triad Interactive, LLC 1994 - 1999
The Media Technology Group 1993 - 1999
General Atomics / San Diego Supercomputer Center 1989 - 1996
University of California, San Diego, Extension 1993 - 1995
Massachusetts Institute of Technology, Media Lab 1986 - 1989
Amdahl Corporation 1984 - 1987
Skills
Banking, Process Improvement, Mergers, Product Development, Team Building, Accountability, Strategic Planning, Leadership Development, User Interface / User..., E-commerce, Systems Engineering and..., Business Continuity /..., Risk Management, Information Security, Contract Negotiation, Vendor Management, Market Research and...
Education
Massachusetts Institute of Technology - Media Lab 1986 — 1988
MS, Human/Computer Interaction - Speech Interfaces
University of California, Berkeley 1981 — 1983
BS-EECS, Electrical Engineering and Computer Science - Hardware and Interfaces
University of California, Santa Cruz 1979 — 1981
Science and Engineering
Workday July 2015 - Present
Patelco Credit Union March 2015 - July 2015
M Squared Consulting December 2014 - January 2015
UC Berkeley September 2013 - November 2014
Purdue University January 2013 - August 2013
Purdue University August 2011 - January 2013
Purdue University June 2008 - August 2011
Wells Fargo Bank 2000 - 2003
kirshenbaum bond senecal + partners 1999 - 2000
Skills
Instructional Design, Training, Higher Education, Public Speaking, Social Media, Research, Microsoft Office, Event Planning, Teaching, Editing, Blended Learning, Leadership Development, Project Management, Public Facilitation, Discussion Facilitation, Technical Writing, Data Analysis, Photography, Captivate, Workforce Engagement, Knowledge Management, Staff Development, Workforce, Community Outreach, Workshop Facilitation, Distance Learning, Management, Coaching, Program Management, Needs Analysis, Employee Training, Curriculum Design, Leadership, Fundraising, Social Networking, Organizational..., Team Leadership, Event Management, Grant Writing, Newsletters, Human Resources, Training Delivery, Public Relations, Student Affairs, Interviews, Instructional Technology, Program Development, Career Counseling, E-Learning, Career Development
Education
Purdue University 2003 — 2007
BA, Communication and Media Studies, 3.71
City University of Hong Kong 2006 — 2006
Semester Abroad, Communication
Southmont HS
Patelco Credit Union November 2014 - Present
Uber July 2014 - November 2014
Monster Worldwide January 2014 - July 2014
Monster Worldwide September 2011 - January 2014
Ballentine Partners, LLC June 2008 - September 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Benefits Administration
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2008
Grenoble Ecole de Management 2007 — 2007
Certificate of International Business
Patelco Credit Union April 2013 - Present
The Wine Group November 2011 - April 2013
Securitas Security Services March 2006 - November 2011
Pacific Cheese Company April 2004 - March 2006
Washington Mutual October 2000 - December 2003
Skills
Employee Relations, FMLA, Training, Organizational..., Recruiting, Compensation & Benefit, Performance Management, Talent Management, Interviews, Wage & Hour, Union Experience, Leadership, Management, Human Resources, Onboarding, Labor Relations, Benefits Administration, Coaching, Hiring, Team Building
Education
St. Mary's College of California 2010 — 2011
EMBA
California State University, Hayward (East Bay) 1999 — 2003
Bachelors of Science, Business Administration & Human Resources Management
Patelco Credit Union March 2014 - Present
Bank of the West August 2011 - September 2013
E-LOAN March 2006 - July 2009
Washington Mutual (formerly Providian) November 1999 - March 2006
VISA USA August 1998 - September 1999
New York Life Insurance 1995 - 1998
Homestead Savings & Loan 1985 - 1992
Skills
Product Management, Business Analysis, Financial Services, Banking, Analytics, Loans, Analysis, Management, Project Management, Financial Risk, Finance, Product Development, Process Improvement, Risk Management, Marketing, Retail Banking, Call Centers, Vendor Management, Leadership, Strategic Planning
Education
University of California, Davis 1979 — 1984
BA, Economics, Rhetoric
Patelco Credit Union October 2014 - Present
Bayside Solutions March 2013 - October 2014
UCSF Benioff Children's Hospital Oakland August 2012 - January 2013
Nordstrom June 2009 - December 2010
Skills
Customer Service, PowerPoint, Psychology, Human Resources, Microsoft Word, Microsoft Office, Outlook, Microsoft Excel, Phone Etiquette, Public Speaking, Time Management, Hiring Practices, Social Media, Organizational..., Organizational..., Technical Recruiting, Recruiting, Social Media Marketing, Social Networking, Staffing Services, Applicant Tracking..., Cold Calling, Leadership, Employee Relations
Education
San Jose State University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Patelco Credit Union March 1994 - Present
Skills
Loans, Credit, Credit Analysis, Banking, Credit Risk, Loan Origination, Consumer Lending, Underwriting, Loan Modifications, Loan Servicing, Credit Unions, Customer Service, Financial Analysis, Financial Services, Finance
Education
San Francisco State University 2002 — 2005
Finance, General
Skyline College 1999 — 2002
Associate of Arts and Sciences (AAS), General Studies
F&M Bank June 2014 - Present
Patelco Credit Union December 2011 - May 2014
Patelco Credit Union November 2009 - November 2011
Wachovia, A Wells Fargo Company June 1999 - December 2008
World Savings Bank-Golden West Financial 1999 - 2006
Skills
Credit, Sales Management, Mortgage Lending, Call Center, Banking, Loans, Retail, Team Leadership, Business Development, Management, Leadership, Mortgage Banking, Loan Origination, Call Centers, Financial Services, Sales, Strategic Planning, Training, New Business Development, Executive Management, Consumer Lending, Underwriting, Risk Management, Credit Analysis, Relationship Management, Finance, Commercial Lending, Credit Unions, Refinance
Education
St. Mary's College of California
bs, economics
Fidelity Investments September 2015 - Present
E*TRADE Financial October 2012 - September 2015
Patelco Credit Union July 2012 - October 2012
CUSO September 2009 - December 2011
The San Francisco Bay Area Insurance Agency July 2007 - September 2009
Wells Fargo Bank September 2006 - June 2007
Wells Fargo Bank August 2005 - September 2006
Education
University of Arizona 2000 — 2004
BA, Economics
UC Merced August 2015 - Present
UC Santa Barbara McNair Scholars Program November 2010 - Present
Pacific Diagnostic Laboratories October 2014 - August 2015
AmeriPark May 2013 - August 2015
UC Santa Barbara Behavioral Pharmacology Laboratory January 2011 - May 2013
National Science Foundation Center for Biophotonics, Science and Technolgy (CBST), UC Davis June 2011 - September 2011
National Science Foundation Center for Biophotonics, Science and Technolgy (CBST), UC Davis June 2010 - September 2010
Pizza Hut June 2002 - April 2010
Patelco Credit Union August 2005 - May 2008
Skills
Cell Culture, Research, Science, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Social Networking, Laboratory, Community Outreach, Spanish, Gel Electrophoresis, Volunteer Management, Editing, Qualitative Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Biopsychology
Merced College
Biology/Psychology
Patelco Credit Union December 2014 - Present
Simpson Strong-Tie 2001 - 2013
Simpson Strong-Tie 1994 - 2013
Skills
Human Resources, Administrative Functions, Ceridian Payroll System, Professional..., Multi Tasking, Positive Team Player, Communication, Employee Benefits, Benefits Administration, Onboarding, New Hire Orientations, Management, Administration, Purchasing
Education
Heald College-Hayward
Associate's degree, Executive Assistant/Executive Secretary
San Leandro High School
Events by Rishelle RealtorBetter Homes & Gardens / Mason McDuffie Real EstateAugust 2010 - Present
Ross Stores 2009 - 2011
USE Credit Union August 2005 - August 2006
Patelco Credit Union February 1989 - May 2005
Education
Pomona College 1997 — 1999
WCMS
Temple University - Fox School of Business and Management
BA, Business Management, Economics
MUFG Americas April 2014 - Present
Union Bank January 2011 - Present
Fremont Bank (Nelson Staffing) October 2009 - March 2010
Patelco Credit Union August 2003 - January 2009
Sterlent Credit Union June 2005 - June 2008
Sterlent Credit Union August 2003 - June 2005
ABACUS STAFFING September 2002 - June 2003
Dynamic Office Solutions September 2002 - November 2002
AMSC (previously NextCard) July 2001 - September 2002
Robert Half International October 1998 - May 2001
Skills
Banking, Bank Secrecy Act, Financial Analysis, Credit, AML, Accounting, Auditing, Analysis, Data Analysis, OFAC, Internal Controls, Fraud, Financial Risk, Risk Management, Anti Money Laundering, Management, Finance
Education
Las Positas College
Accounting and General Business
GE January 2013 - Present
NetSuite June 2011 - December 2012
Epicor Software Corp October 2009 - June 2011
NextLabs July 2005 - April 2009
Siebel Systems January 2001 - June 2005
Siebel Systems July 1999 - December 2000
Hewlett-Packard Company May 1996 - June 1999
Santa Clara Credit Union June 1995 - April 1996
Patelco Credit Union May 1992 - May 1995
Skills
Enterprise Software, Product Marketing, Product Management, Product Strategy, SaaS, Cloud Computing, Customer Relations, ERP, Program Management, Go-to-market Strategy, Mobile, Product Launch, Agile, Sales Support, Analytics, Sales Enablement, Business Intelligence, E-commerce, Strategic Partnerships, CRM, Mobile Devices, Agile Methodologies, Solution Architecture, Sales Operations, Scrum, Marketing, Marketing Automation, Product Lifecycle..., Business Alliances, Project Management, Demand Generation, Software Development, Big Data, PaaS, Software Product..., Cross-functional Team..., Salesforce.com, Software Project..., Start-ups, Enterprise Architecture, Professional Services, B2B, Solution Selling, Integration, Data Center, Strategy, Mobile Applications, Business Development, Product Requirements, Pre-sales
Education
Santa Clara University
MBA
University of California, Berkeley
BA
Patelco Credit Union July 2012 - Present
Chick-fil-A April 2007 - January 2011
City of Suisun City June 2006 - July 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Outlook, Banking, Event Management, Loans, Word, Excel, Team-oriented, Teamwork, Access, Windows, Data Entry, Auditing, Telephone Skills, Sales, Deposits, Credit, Teller Operations, Consumer Lending, New Hire Training, Management, Analysis, Time Management, Loan Origination
Education
San Jose State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Solano Community College 2006 — 2008
Associate of Science (A.S.), Business Administration and Management, General
Assurant Solutions July 2014 - Present
Pinnacle Promotions April 2013 - July 2014
Beazer Homes July 2010 - April 2013
Beazer Homes June 2008 - June 2010
Beazer Homes October 2006 - June 2008
Leading Financial Services Company October 2005 - October 2006
Patelco Credit Union October 2003 - October 2005
ScriptPipeline.com February 2000 - October 2003
Skills
Digital Strategy, Digital Marketing, Integrated Marketing, Marketing Strategy, Email Marketing, Brand Development, Marketing, Advertising, Online Advertising, Strategic Planning, Sales, Market Planning, Start-ups
Education
University of Florida - Warrington College Of Business 1995 — 1997
MBA, Global Management
Tulane University 1990 — 1994
BA, Economics
Berkshire School 1987 — 1990
Eisenmann Corporation October 2014 - Present
Patelco Credit Union July 2005 - September 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Office Management, Office Administration, Account Reconciliation, Data Entry, Sales, Training, Time Management
Education
Mission College
Business Administration and Management, General
Patelco Credit Union April 2015 - Present
Patelco Credit Union June 2011 - Present
Best Buy April 2010 - September 2012
Bakers Footwear Group November 2006 - February 2010
Skills
Managment, Employee Training, Team Building, Team Leadership, Sales Management, Sales, Cashiering, Visual Merchandising, Banking, Retail Banking, Retail Sales, Schedules, Customer Service, Customer Satisfaction, Leadership, Management, Microsoft Office, Training
Education
Mission College 2006 — 2008
Deanza College
Patelco Credit Union June 2011 - Present
Bank of the West March 2011 - June 2011
Star One Credit Union August 1999 - December 2010
Star One Credit Union 1999 - 2010
Washington State Employees Credit Union May 1998 - July 1999
Bank of Guam January 1993 - February 1996
Skills
Customer Service, Analysis, Accounts Payable, Funding, Process Improvement, Business Analysis, Outlook, Leadership, Investments, Microsoft Office, Microsoft Excel, Banking, Financial Services, Software Documentation, Loans, Risk Management, Consumer Lending, Credit, Credit Analysis, Finance, Financial Analysis, Loan Origination, Management, Sales
Education
Heald College 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
University of Phoenix, San Jose CA 2010 — 2012
Bachelor, Business/Accounting
TMP Worldwide August 2013 - Present
Patelco Credit Union November 2011 - August 2013
Yes! Chinese July 2006 - November 2011
2Wire, Inc. (Acquired by Pace Plc) January 2009 - January 2011
Evalve, Inc. (Acquired by Abbott Labs) September 2008 - December 2008
The Easily Distracted Theater September 2006 - June 2007
Skills
Marketing Communications, Internal Communications, Brand Communication, Brand Awareness, Project Management, Program Development, Digital Marketing, Email Marketing, Internet Marketing, SEM, SEO, Social Media, Copy Editing, Public Relations Skills, Press Releases, Copywriting, Event Planning, Promotions, MS Office Suite, Adobe Creative Suite, Adobe Acrobat, WYSIWYG layout tools, HTML/XML, SharePoint, Project tracking tools, Collaboration tools, Joomla, Wordpress, Survey Monkey, Google Webmaster Tools, Microsoft Office, Editing, Integrated Marketing, Digital Media, Creative Writing, Technical Writing, Proofreading, Advertising, Corporate Communications, Marketing, Creative Direction, Market Research, Blogging, Public Relations, Newsletters, Social Media Marketing, WordPress, Content Strategy, Content Management, Social Networking
Education
San Francisco State University 2006 — 2011
Philosophy, Jewish Studies
West Valley College 2002 — 2006
Patelco Credit Union May 2015 - Present
Alaska Airlines September 2014 - March 2015
Ohlone College August 2012 - August 2014
Nordstrom May 2012 - August 2014
Skills
Sales, Retail, Fashion, Styling, PowerPoint, Microsoft Word, Trend, Teamwork, Cashiering, Team Leadership, Apparel, Retail Sales, Management
Education
San Jose State University 2015 — 2017
Bachelor of Science (BS), Hospitality Administration/Management
Ohlone College 2012 — 2015
Associate's degree, Business Administration and Management, General
Sierra Circuits October 2014 - Present
Sharp Properties June 2005 - Present
Patelco Credit Union January 2011 - October 2014
Wells Fargo Bank 2006 - 2009
Cal-Coast Lending 2005 - 2006
Skills
Microsoft Excel, Banking, Microsoft Office, Team Building, Customer Service, Analysis, Management, Training, Risk Management, Process Improvement, Event Planning, Time Management, Teamwork, Coaching, Data Analysis, Call Center, Budgets, Accounting, Microsoft Word, Project Management, Research, Leadership, Human Resources, Project Planning, Outlook, Sales, Investor Relations, Executive-Level..., Targeted Marketing, Negotiations, Sales Planning, New Business Development, Deal Development, Performance Enhancement, Staff Training, Relationship Management, Account Cultivation, Market Research, Competitor Research, Sales Management, Quicken, QuickBooks, SQL, Web Services, VB, JavaScript, Negotiation, Call Centers
Education
Texas Tech University 2001 — 2005
BA, Spanish, History
Patelco Credit Union February 2010 - July 2012
Mainland April 2008 - 2010
Skills
Event Planning, Customer Service, Leadership, Training, Social Media, Microsoft Office, Marketing, PowerPoint, Microsoft Word, Social Networking, Microsoft Excel, Event Management, Retail, Team Leadership, Team Building, Teaching, Teamwork, Youth Development, Online Advertising, Sales, Social Media Marketing, Fundraising, Credit, Time Management, Outlook, Cash Handling, Strategic Planning, Accounting, Marketing Strategy, Banking, Customer Satisfaction
Education
University of California, Berkeley 2013 — 2016
Sociology and Peace and Conflicts
Wells Fargo May 2014 - Present
Patelco Credit Union June 2011 - May 2014
Bank of America April 2010 - December 2010
Skills
Banking, Loans, Credit, Cross Selling, Credit Cards, Consumer Lending, Retail Banking, Loan Origination, Deposits, Credit Unions, Customer Service, Branch Banking, Sales, Training, Coaching, Time Management, Financial Services, Refinance, Internet Banking, Microsoft Excel, Loan Servicing, Financial Institutions, Payments, Outlook, Financial Transactions, Bank Secrecy Act, Lines Of Credit, Debit Cards, Insurance, Teller Operations, Cash, Merchant Services, Banking Relationships, Fraud Detection, Research, Complaint Management, Purchase Orders, Internal Audit, Auditing, Financial Audits
Education
San Jose State University 2015 — 2017
Finance, Accounting and Finance
San Jose City College 2010 — 2013
Associate of Arts (AA), Social Sciences
Guaranteed Rate July 2015 - Present
Guaranteed Rate February 2015 - Present
Patelco Credit Union February 2014 - February 2015
Pizza My Heart November 2009 - February 2014
Skills
Problem Solving, Microsoft Excel, MS Excel Pivot Tables, Communication, Community Outreach, Customer Service, Enthusiasm to learn, Objectivity, Time Management, Loans, Microsoft Word, Banking, Customer Satisfaction, Data Entry, Credit, Credit Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Mortgage Lending, Outlook, Sales, Teamwork, Team Leadership
Education
San Jose State University 2009 — 2013
Bachelor of Arts (BA), Economics
Workday July 2012 - Present
Cognitive Response 2003 - 2014
VMware November 2011 - July 2012
Salesforce.com July 2010 - November 2011
Delivery Agent June 2010 - August 2010
Patelco Credit Union March 2010 - June 2010
Bio-Rad Laboratories February 2009 - March 2010
RedEnvelope October 2005 - December 2008
Franz Collection, Inc August 2003 - October 2005
Skills
Creative Direction, Art Direction, Interaction Design, User Experience, User Interface Design, Adobe Creative Suite, E-commerce, Web Design, HTML 5, Graphics, Typography, Wireframes, Usability Testing, Advertising, Information Architecture, Usability, Direct Marketing, Online Marketing, User Interface, Mobile Design, User Experience Design, User-centered Design, Visual Design, Dreamweaver, Email Marketing
Education
Texas State University-San Marcos 1999 — 2003
BFA, Communications Design
Texas A&M 1996 — 1997
Merced County HSA October 2014 - March 2015
Merced County Spring Fair 2009 - 2015
Patelco Credit Union February 2011 - October 2014
Triangle Rock Products/Vulcan Materials, INC. October 1999 - September 2009
Orchard Supply Hardware November 1993 - April 1996
The Good Guys October 1991 - January 1993
Kragen Auto Parts April 1980 - August 1989
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Call Centers, Petty Cash, Cash Handling, Filing, Accounting, Client Billing, Reception Areas, Outlook, Computer Proficiency, Cashiering, Multi-line Phone, Appointment Scheduling, Proofreading, Mail Sorting, Office Equipment, Fingerprinting, Banking, Financial Analysis, Loans
Education
Merced College 1996 — 2011
AA-Accounting, AA-Business, AA-General Business, Accounting and Business/Management, 3.84
Perficient May 2013 - Present
Clear Task June 2012 - May 2013
Goldstein & Ring CPA February 2012 - April 2012
Saint Mary's College of California February 2010 - December 2011
Patelco Credit Union June 2010 - August 2011
Chase Bank January 2008 - January 2010
Skills
Team Leadership, Customer Service, Teamwork, Microsoft Office, CRM, Social Media, SaaS, Sales, Salesforce.com, Data Analysis, Troubleshooting, Customer Support, Social Networking, Accounting, Time Management
Education
St. Mary's College of California 2010 — 2012
BS, Business Administration with an Honors Concentration in Financial Services, Minor in Economics
Los Medanos College 2006 — 2008
AA, Liberal Arts: Science & Mathematics; Arts & Humanities
Patelco Credit Union May 2010 - Present
Patelco Credit Union May 2007 - April 2010
Skills
Banking, Customer Service, Loss Mitigation, Loss Prevention, Microsoft Office, Sales, Loan Origination, Loan Servicing, Loan Modifications, Teller Operations, Cash Management, Data Vault, Mortgage Lending
Education
San Jose City College
Pebble Tech March 2015 - Present
Pebble Tech December 2014 - Present
Patelco Credit Union February 2014 - December 2014
Patelco Credit Union October 2012 - January 2014
Forever 21 January 2009 - October 2012
Mervyns June 2007 - January 2009
Skills
Sales, Customer Service, Social Media, Time Management, Social Networking, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Excel, Store Management, Inventory Management, Merchandising, Customer Satisfaction, Facebook, Outlook
Education
University of California, Berkeley 2014 — 2016
Certificate in Human Resource Management, Human Resources Management and Services
San Francisco State University 2011 — 2013
Bachelor of Arts (BA), Communication Studies
Skyline College 2008 — 2011
Associate of Arts (AA), IS-Letters & Science
Nisman Solutions 2015 - Present
Kicking It With Kathy January 2013 - Present
CA Signs January 2011 - Present
Wink, Women Inkorporated® May 2010 - Present
Argee Corporation February 2009 - Present
Visalus Sciences December 2011 - March 2014
Creative Worldwide Media August 2010 - December 2011
Talk Fusion Video Marketing Services 2010 - April 2011
Keller Williams Realty, Inc. 2002 - 2004
Patelco Credit Union February 1990 - August 1994
Skills
Public Speaking, Entrepreneurship, Small Business, Sales, Coaching, Social Networking, Leadership, Marketing, Public Relations, Facebook, Social Media Marketing, Email Marketing, Team Leadership, Team Building, Strategic Planning, Training, Social Media, Marketing Strategy, Customer Service, Event Planning, Program Management, Time Management, Online Marketing, Fundraising, Wellness, Online Advertising, Advertising, Real Estate, Business Networking, Business Strategy, Business Development, New Business Development, Personal Branding, Online Video Marketing
Education
San Diego State University-California State University 1975 — 1979
B.A., Public Relations and Spanish
Turlock High School
Patelco Credit Union January 2015 - Present
Wells Fargo April 2014 - December 2014
Sprinkles Cupcakes April 2012 - April 2014
Skills
Customer Service, Cashiering, Employee Training, Grace Under Pressure, Outstanding people..., Leadership, Highly Ambitious, Positive Team Player, Learning Quickly, Grasp New Concepts..., Microsoft Excel, Time Management
Education
San Jose State University 2013 — 2017
Bachelor of Arts (B.A.), Political Science and Government
Everest Public High School 2009 — 2013
eSignal, an Interactive Data company May 2001 - January 2013
eSignal, an Interactive Data company July 1998 - April 2001
eSignal, formerly Data Broadcasting Corp. November 1996 - June 1998
eSignal, formerly Data Broadcasting Corp. May 1996 - October 1996
California Pacific Medical Group - Sutter Health April 1995 - September 1995
Richard M. Dennes, MD, CPMG affiliate - Sutter Health August 1992 - March 1995
Patelco Credit Union February 1992 - July 1992
Technology Credit Union 1991 - January 1992
Skills
Equities, Financial Services, Trading, Investments, Market Research, Client Outreach, Problem Solving, Highly detail oriented, Team-oriented, Account Management, Renewals, Technical Analysis, Lead Generation, Customer Service, Troubleshooting, Trading Systems, Electronic Trading, Salesforce.com, Technical Support
Education
San Jose State University
BS, Business Admin - Information Resource Mgmt
Patelco Credit Union October 2011 - October 2014
USAA August 2007 - June 2011
Churchill Forge Properties February 2004 - August 2007
Skills
Management, Project Management, Mortgage Lending, Customer Service, Employee Training, Escalation Resolution, Funding, Document Review
Education
University Of Phoenix 2008 — 2013
Bachelor's Degree, Psychology
The University of Texas at El Paso 2003 — 2005
Psychology
Patelco Credit Union August 2007 - Present
Bank of America April 2000 - August 2007
Skills
Loans, Consumer Lending, Banking, Credit, Mortgage Lending, Retail Banking, Loan Origination, Credit Analysis, Mortgage Banking, Cross Selling, Commercial Banking, Branch Banking, Customer Service, Management, Team Building, Financial Services, Leadership, Finance
Education
Ohlone College
Kaiser Permanente July 2014 - Present
Kaiser Permanente October 2008 - Present
Denny's June 2003 - October 2008
Patelco Credit Union July 2006 - July 2007
Skills
Healthcare, Hospitals, Phlebotomy, PowerPoint, Cpr Certified, Medical Terminology, HIPAA, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Microsoft Office, Public Speaking, Software Documentation, Team Building, Event Planning
Education
San Francisco State University 2010 — 2013
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
Diablo Valley College 2004 — 2009
Associate of Science (A.S.), Pre-Medicine/Pre-Medical Studies
Kaiser Permanente School of Allied Health 2008 — 2008
Phlebotomy, Phlebotomy Technician/Phlebotomist
Deer Valley High 2000 — 2004
General Education
Patelco Credit Union July 2012 - Present
Operating Engineers #3 Federal Credit Union September 2009 - July 2012
Technology Credit Union April 2006 - September 2009
Skills
Credit Unions, Training, Customer Service, Sales, Operations Management, Management, Hiring, Recruiting, NMLS Licensed, Compliance, ADP Payroll, Ceridian Payroll System, Retail, Staff Development, Team Leadership, Leadership Development, Mortgage Lending, Refinance
Education
San Jose State University 2001 — 2007
Bachelor's degree, Communication and Media Studies
Andrew P. Hill High School
Diploma
ACT November 2004 - Present
Enchanted Potions 2009 - 2011
Patelco Credit Union 2002 - 2004
AT&T Broadband 2000 - 2002
First National Bank, Mercantile Bank, Firstar Bank 1998 - 2000
Plunkett Furniture 1996 - 1998
Sears, Roebuck and Co. 1990 - 1996
Skills
Customer Service, Process Improvement, Training, Microsoft Excel, New Business Development, Project Management, Microsoft Office, Public Speaking, Higher Education, Non-profits, Team Building, Staff Development, Leadership Development, Blogging, Social Networking, Social Media, Microsoft Word, Data Entry, Event Planning, Marketing, Teaching, PowerPoint, Leadership, Research
Education
Iowa State University 1992 — 1996
Bachelor of Fine Arts (BFA), Interior Design
Iowa City High School 1988 — 1992
Lemme Elementary
Patelco Credit Union July 2013 - Present
American River Bank January 2012 - June 2013
Bank of America January 2008 - January 2012
Washington Mutual April 2006 - January 2008
Tri Counties Bank December 2005 - April 2006
Skills
Small Business Lending, Banking, Credit, Sales, Team Leadership, Management, Financial Analysis, Portfolio Management, Team Management, Lines Of Credit, Loans, Business Analysis, New Business Development, Business Process..., Strategic Leadership, Community Outreach, Community Service, Finance, Commercial Banking, Retail Banking, Commercial Lending, Sales Management, Training, Consumer Lending, CRM, Mortgage Lending, Coaching, Leadership, Credit Analysis, Risk Management, Branch Banking, Relationship Management, Cross Selling, Branch Management, Cash Management, Loan Origination, Deposits, Mortgage Banking, Credit Risk, Refinance, Commercial Mortgages
Education
Sierra College 2004 — 2006
AA, Business Management
Cuso Financial Services/Sorrento Pacific Financial December 2014 - Present
CUSO Financial Services, LP October 2014 - Present
Patelco Credit Union September 2009 - October 2014
Native Son Ventures January 2009 - September 2009
LPL Financial 2008 - 2009
XCU Capital Corporation November 2004 - November 2007
Citicorp Investment Services January 2003 - November 2005
California Federal Bank 1997 - 2002
Skills
Investment Program..., Insurance Sales Growth..., Sales Coach/Trainer, Banking, Compliance, Sales Management, Start-ups, Investments, Insurance, Sales, Business Development, Program Management, Mutual Funds, Financial Services, Management, Mergers & Acquisitions, Strategy, Credit, Leadership, Finance, Business Planning, Loans, Executive Management, Small Business, Strategic Planning, Budgets, Team Building
Education
Stanford University 1974 — 1978
BA
University of San Diego 1980 — 1984
MBA, Finance, Strategic Management
Kearny High School 1971 — 1974
Fremont Bank February 2015 - Present
Patelco Credit Union April 2007 - January 2015
Bank of America January 2001 - March 2007
Skills
Banking, Loans, Team Building, Customer Service, Employee Training, Onboarding, Strategic Planning, Employee Relations, Performance Management, Training, Organizational..., Management, Employee Engagement, Recruiting, Benefits Administration, Call Centers, Hiring Employees, Talent Acquisition, Audit Management, Personnel Records, Retention Management, Department Budget..., New Hire Processes, Asset Management, Hiring, Asset Managment, Offboarding, Enterprise Risk..., Sales, Leadership, Credit, Mortgage Lending
Education
University of Phoenix 2013 — 2014
Graduate Certificate in Human Resources Management, Human Resources Management/Personnel Administration, General
University of Phoenix 2011 — 2013
MBA, Business Administration and Management
San Jose State University 2002 — 2005
B.S., International Business, Minor Latin American Studies
Patelco Credit Union April 2012 - Present
Wells Fargo August 2011 - April 2012
Fusion Comics April 2009 - August 2011
Code Complete Software May 2008 - November 2010
H&R Block January 2007 - April 2008
Whole Foods Market February 2006 - September 2006
Sears Outlet Stores, LLC June 2005 - February 2006
Skills
Outlook
Education
San Francisco State University 2007 — 2009
Bachelor of Sciences, Accounting
San Francisco State University, College of Business 2006 — 2009
Bachelor's, Accounting
Daily City Titians August 2007 - Present
Marriott Hotel, San Francisco Union Square August 2012 - February 2013
Patelco Credit Union October 2011 - September 2012
McKesson Corporation June 2008 - March 2009
McKesson Corporation thru Summer Youth Development Program June 2006 - March 2007
Skills
Analysis, PowerPoint, Public Speaking, Microsoft Excel, Finance, Photoshop, Microsoft Office
Education
San Francisco State University 2005 — 2011
BS, Corporate finance
JDA Software March 2013 - Present
Patelco Credit Union November 2010 - March 2013
Skills
Software Development, Business Intelligence, XML, Microsoft SQL Server, ASP.NET, Integration, Business Process, Agile Project Management, Software Project..., E-commerce, IT Management, HTML, T-SQL, Requirements Analysis, Management, Business Analysis, Cloud Computing, Vendor Management, SDLC, .NET, C#, CSS, SaaS, Enterprise Software, AJAX, SQL, Agile Methodologies, Databases, Web Development, Analytics
Education
Santa Clara University 2009 — 2011
MBA
San Jose State University 2000 — 2004
Bachelor of Science, Management Information Systems
Genomic Health July 2012 - Present
Patelco Credit Union August 2010 - July 2012
Patelco Credit Union January 2005 - August 2010
Skills
Software Project..., Object Oriented..., Database Administration, Web Development, WinForms Development, Certified Scrum Master..., OOP, ASP.NET, .NET, XML, Microsoft SQL Server, Agile Methodologies, Agile Project Management, Scrum, HL7, ASP.NET MVC
Education
San Jose State University 1999 — 2004
B.S., Management Information Systems
San Jose State University 1999 — 2004
B.S., Finance
Patelco Credit Union March 2013 - Present
Seattle Metropolitan Credit Union September 2010 - March 2013
Comerica Bank February 2003 - September 2009
Comerica Bank September 1998 - February 2003
Skills
Loans, Underwriting, Credit Unions, Branch Banking, Leadership Development, Commercial Lending, Mergers, Lease Negotiations, Executive Management, Compliance, Business Development, Strategic Planning, Commercial Banking, Retail Banking, Strategy, Loan Origination, Business Strategy, Credit, Training, Leadership, Risk Management, Banking, Credit Cards, Mergers & Acquisitions, Financial Services, Project Management, Small Business Lending, Consumer Lending, Performance Management, Portfolio Management, Management, Team Building, Vendor Management, Cross Selling, Program Management, Treasury Management, Mortgage Lending, Contract Negotiation, Sales, Operations Management
Education
University of California, Berkeley 1986 — 1992
BA, History
Western Union August 2015 - Present
Western Union April 2014 - July 2015
Patelco Credit Union July 2012 - April 2014
Patelco Credit Union September 2011 - June 2012
JPMorgan Chase April 2005 - August 2011
Woodland Gymnastics, Inc. August 2002 - July 2005
Skills
Relationship Management, Financial Modeling, Credit, Financial Analysis, Operations Management, Financial Services, Banking, Microsoft Excel, Negotiation, Management, Analysis, Finance, Business Development, Sales, Loans, Business Strategy, Leadership, Mortgage Lending
Education
University of San Francisco 2010 — 2012
Master of Business Administration (M.B.A.), Finance & Organizational Development, Dean's List
University of California, Davis 2000 — 2006
Bachelor of Arts, History
Dell December 2012 - Present
Ericsson June 2007 - January 2013
RheoSense January 2007 - May 2007
MyVest 2007 - 2007
Patelco Credit Union 2006 - 2006
Skills
Microsoft Office, Salesforce.com, Program Management, SAP, PowerPoint, Telecommunications, QoS, Management, Siebel, Editing, Oracle E-Business Suite, Business Objects, Outlook, Word, Excel, Order Management, Microsoft CRM, SharePoint, KPI Reports
Education
San Jose State University 2004 — 2007
BA, English-Career Writing
Patelco Credit Union 2007 - 2012
First Collateral Services September 2002 - November 2006
Lawrence Berkeley National Laboratroy March 1974 - March 1999
Skills
Loans, Banking
Education
San Jose State University 1968 — 1970
Bachelor of Arts (B.A.), Speech Pathology & Audiology
Indiana State University 1965 — 1967
Speech-Language Pathology/Pathologist
Yammer, Skype, and Outlook Mobile March 2015 - Present
Patelco Credit Union November 2014 - February 2015
The Planet Earth July 2013 - November 2014
Fonality November 2008 - July 2013
Fonality November 2006 - November 2008
Faye, Pollack & Associates, Inc. December 2005 - November 2006
Skills
Start-ups, Recruiting, Human Resources, Management, Benefits Management, Talent Acquisition, SaaS, Business Development, Strategy, Leadership, Risk Management, Contract Negotiations, Legal Issues, HRIS, Project Management, Strategic Planning, Employee Relations, Onboarding, Talent Management, Deferred Compensation, Technical Recruiting, Contract Negotiation, Applicant Tracking...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (M.B.A.), Business
North Carolina State University
Certificate, Computer Science
University of North Carolina at Chapel Hill
BA, Liberal Arts and Sciences/Liberal Studies
Patelco Credit Union April 2015 - Present
Woodmont Real Estate Services June 2013 - April 2015
Chevron Federal Credit Union March 2007 - June 2013
Chevron Federal Credit Union October 2006 - March 2007
United States Department of Treasury March 2006 - October 2006
Pacific Concessions, Inc January 2003 - November 2005
QP Semiconductor January 2001 - August 2002
Skills
Training, Instructor-led Training, Employee Training, Needs Analysis, Human Resources, Call Centers, Customer Service, Learning Management..., Management, Training Delivery, Project Management, Banking, E-Learning, PowerPoint, Technical Training, Microsoft Office, Performance Management, Risk Management, Sales, Team Building, Program Management, Technical Support, ADDIE, Adobe Acrobat, Credit Unions, Leadership, Public Speaking, Microsoft Excel, Franklin Covey, Process Improvement, Employee Relations, Onboarding, Adult Learning Theory, Team Leadership, Financial Services, Time Management, Team Management, Hands-on Training, Editing, Visio, Operations Management, Leadership Development, Blended Learning, Vendor Management, Captivate, Instructional Design, Training & Development, Coaching, Curriculum Design, Teaching Adults
Education
San Francisco State University 2009 — 2012
Certificate in Human Resource Management, Human Resource Management - Fundamental Issues Program, Pass
San Francisco State University 2001 — 2005
BA, Speech and Communication Studies: Organizational Communication
Patelco Credit Union May 2003 - September 2015
General Electric Direct June 1999 - April 2003
Physician Practice Management Company February 1998 - June 1999
World Savings and Loan January 1990 - January 1998
Skills
Direct Marketing, Marketing Strategy, Lead Generation, Marketing, Analytics, Advertising, Market Research, Leadership, Segmentation, Management, Product Development, Direct Mail, Database Marketing, Market Planning, Product Management, Analysis
Education
University of California, Davis 1978 — 1982
BA, Mass Communication
CSU-Sacramento
Graduate Program, Business Administration
Eaton (Contract via Mindlance) May 2015 - Present
BenQ Corporation April 2014 - January 2015
CLEAResult February 2013 - March 2014
TechSoup Global October 2012 - February 2013
ThoughtWorks Studios December 2010 - April 2012
Patelco Credit Union October 2004 - November 2010
RadioShack September 2001 - October 2004
Annams Systems Corporation February 2000 - May 2001
FedEx June 1997 - February 2000
Skills
Employee Relations, Organizational..., Performance Management, Coaching, Recruiting, Human Resources, Leadership, Strategic Planning, Management, Management Development, Instructional Design, Internal Communications, Employee Engagement, Employee Management, Organization, Marketing, Project Planning, Networking, Incentive Programs, Onboarding, HR Policies, Training, Employee Training, Deferred Compensation, Team Building, Benefits Administration, Personnel Management, Leadership Development, Employee Benefits
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2007
Executive program, Masters, Business Administration
University of San Francisco 1999 — 2001
Masters, Human Resource Organization Development
San Francisco State University 1994 — 1995
HRM Certificate, Human Resource Management
Maryknoll College Quezon
B.A, International Studies
Saint Theresa College
Patelco Credit Union InternPatelco2007 - Present
Education
University of California, Berkeley 2004 — 2008
Patelco Credit Union February 1992 - Present
Patelco Credit Union September 1981 - February 1992
Household Finance Corporation March 1977 - September 1981
Skills
Banking, Training, Credit, Customer Service, Finance, Financial Analysis, Credit Analysis, Refinance, Consumer Lending, Portfolio Management, Loans, Team Building, Credit Cards, Leadership, Risk Management, Loan Origination, Mortgage Lending, Commercial Lending, Mortgage Banking, Small Business Lending, Real Estate Lending, Management, Credit Unions, Loan Servicing, Strategic Planning, Branch Banking, Financial Services, Credit Risk, Deposits, Underwriting, Retail Banking, Relationship Management
Education
George Washington High School
San Francisco State University
Focus Business Bank March 2012 - Present
Focus Business Bank January 2007 - March 2012
Heritage Bank of Commerce June 2005 - July 2006
Heritage Bank of Commerce May 2004 - June 2005
Patelco Credit Union June 2001 - May 2004
Skills
Credit, Banking, Loans, Portfolio Management, Analysis, Risk, Compliance, Financial Reporting, Investments, Policy, Underwriting, Asset, Real Estate, Cash Flow, Risk Management, Credit Analysis, Financial Analysis, Commercial Banking, Microsoft Office, Credit Risk, Research, Accounting, Customer Service, Small Business Lending, Financial Risk
Education
San Jose State University 2006 — 2009
BS & MBA, Finance, Business
Patelco Credit Union February 2013 - Present
Charles Schwab Bank September 2011 - February 2013
Bank of America August 2010 - September 2011
Wells Fargo May 2009 - August 2010
FirstPlace / Wachovia Bank October 2008 - December 2008
Wachovia Bank March 1999 - October 2008
Onyx Acceptance 1998 - 1999
WFS Financial 1996 - 1998
Union Federal Bank 1993 - 1996
Skills
Leadership Development, Leadership, Process Improvement, Program Management, Risk Management, Management, Change Management, Strategy, Strategic Planning, Training, Team Leadership, Mortgage Lending, Banking, Account Management, Financial Services, Loans, Project Management, Budgets, Credit, Business Planning, Coaching, Committed to..., Business Analysis, Portfolio Management, Analysis, Relationship Management
Education
CHS
Purdue University
Bachelor of Arts (BA), Biological Sciences
Willow Capital Group, LLC. September 2014 - Present
Arizona Soccer Club 2014 - 2015
Arizona Soccer Club 2014 - 2015
Arizona Soccer Club 2014 - 2015
Arizona Soccer Club 2014 - 2015
Patelco Credit Union January 2013 - May 2014
Patelco Credit Union November 2010 - January 2013
Loop Demand Gen July 2009 - October 2010
Canyon Commercial, LLC October 2007 - October 2010
Canyon Communications, Inc. April 2007 - October 2010
Skills
Microsoft Office, Accounting, Budgeting, Financial Analysis, Banking, Excel, Word, PowerPoint, Credit, Financial Reporting, Loans, Credit Risk, Budgets, Credit Analysis, Management, Portfolio Management, Team Building, Strategic Planning, Commercial Lending
Education
Northern State University 1990 — 1994
Bachelor of Science, Accounting
Bank of the West January 2015 - Present
IAG Consulting February 2010 - Present
Patelco Credit Union May 2014 - December 2014
Patelco Credit Union October 2013 - May 2014
Epicor Software February 2013 - May 2013
Jackson National Life April 2011 - February 2013
Activant Solutions, Inc. July 2007 - May 2010
Hunter Douglas 2007 - 2007
Cutting Edge Computing Inc./Documentia February 1996 - December 2005
Triad Systems Corp January 1992 - March 1997
Skills
Editing, Project Management, Technical Writing, Software Documentation, Visio, Training, Web Design, Program Management, E-commerce, Press Releases, Marketing, Technical Documentation, Graphic Design, FrameMaker, RoboHelp, Online Help, User Interface Design, Requirements Analysis, SharePoint, Business Analysis, Strategy, Copy Editing, Account Management, Adobe Acrobat, CRM, Creative Direction, Copywriting
Education
Michigan State University 1985 — 1989
B.A., English and French Education
San Jose State University 1990 — 1992
Master's Work/Tech Writing Certification, Technical Writing & Graphic Design
Regent's College-London, England 1986 — 1986
English Lit and Writing Studies
Romulus High School
Patelco Credit Union May 2014 - Present
Patelco Credit Union January 2014 - May 2014
Patelco Credit Union January 2010 - December 2013
Patelco Credit Union May 2006 - December 2012
Skills
Employee Relations, Benefits Administration, 401k, 457 Plans, Benefits Management, Business Intelligence, Ceridian Payroll System, Defined Benefit, Defined Contribution, Employee Benefits, Employee Engagement, FSA, HR Policies, HR Project Management, HRIS, Onboarding, PTO, Payroll, Report Writing, SQL Report Writing, Personnel Management, Performance Management, HRIS Database Management, Human Resources, Employee Training, Training
Education
San Jose State University 2004 — 2007
Bachelor of Science, Business Administration, Concentration in Human Resources Management
SF Fire Credit Union September 2012 - Present
Avalon Park Brentwood Homeowners Assoc 2015 - 2015
Avalon Park Brentwood HOA 2015 - 2015
Avalon Park Brentwood Homeowners Assoc 2015 - 2015
SF Fire Credit Union 2012 - 2014
Self March 2012 - September 2012
Patelco Credit Union May 2010 - January 2012
SF Fire Credit Union 2012 - 2012
Technology Credit Union 2004 - May 2010
Mercy High School 2000 - 2004
Skills
Software Project..., Process Improvement, Product Management, Banking, Customer Relations, Strategic Planning, Team Building, Internet Banking, Loans, Coaching, Analysis, Problem Solving, Planning, Credit Unions, Vendor Management, Excel, Microsoft Office, Product Development, Cross-functional Team..., Word, Mergers, Vendor Relations, Change Management, Business Strategy, Event Planning, Credit Cards, Research, Teamwork, Process Engineering, Consumer Lending, Mortgage Lending, Organizational..., Customer Service, Executive Management, Risk Management, Credit, Call Centers, Budgets, Financial Institutions, Training, Project Management, Financial Services, Leadership, Management
Education
San Diego State University-California State University 1974 — 1978
Bachelor of Science, Psychology/Social Work
Rock Valley Credit Union December 2011 - Present
Patelco Credit Union July 2008 - January 2012
Sterlent Credit Union December 2006 - July 2008
Education
Regis University 1986 — 1988
MBA, Accounting and Finance
UW-Whitewater 1973 — 1977
Bachelor of Business Administration, Finance
Unemployed and Politically Motivated February 2012 - Present
WestCoast Solar October 2010 - February 2012
Blue Shield of California January 2008 - June 2009
Patelco Credit Union August 2006 - November 2007
Saddleback Design April 2003 - April 2006
AT&T Broadband January 2001 - April 2003
Arrival Communications January 1999 - January 2001
ATT Broadband 2000 - 2001
Kaiser Hill June 1994 - August 1999
Anschutz Marketing and Transportation September 1989 - May 1994
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Financial Accounting, Payroll, Accounts Payable, Accounts Receivable, QuickBooks, Fixed Assets, Accruals, GAAP, Finance, Analysis, Budgets, Sales
Education
Regis University 1992 — 1995
Master of Business Administration (MBA), Did not complete
University of Northern Colorado 1982 — 1984
BS, Accounting
PrO Unlimited November 2009 - Present
Ascent Technology Services July 2009 - November 2009
Enclipse June 2008 - June 2009
eBay 2007 - 2008
Patelco Credit Union 1989 - 1993
Education
Santa Clara University - Leavey School of Business 1994 — 1996
M.B.A., Information Systems
Mills College 1982 — 1986
B.A., Business Economics
Patelco Credit Union May 2014 - Present
Skills
Microsoft Word, Customer Service, AutoCAD, Engineering, CAD, Matlab, Microsoft Excel, Microsoft Office, PowerPoint, Solidworks, Teamwork, Troubleshooting, Windows, Outlook
Education
Modesto Junior College 2008 — 2012
Fred C Beyer High School 2005 — 2008
High School Diploma
JACKSON RANCHERIA CASINO & HOTEL CONFERENCE CENTER September 2007 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - October 2009
Jackson Rancheria Casino & Hotel June 2005 - September 2007
JACKSON RANCHERIA CASINO & HOTEL June 2005 - September 2007
Robert Half Management Resources October 2004 - December 2004
WELLS FARGO & COMPANY January 1999 - January 2003
Wells Fargo Bank 1999 - 2003
Wells Fargo Bank 1999 - 2003
Patelco Credit Union January 1998 - January 1999
BANK of AMERICA January 1990 - January 1998
Education
University of California, Santa Barbara 1975 — 1977
BA, Art History & Cultural Anth.
University of California, Berkeley
BA, Art History
Patelco Credit Union November 2010 - Present
Fireside Bank June 2009 - May 2011
Providian Financial August 2000 - December 2004
Education
Skyline College 1985 — 1986
Patelco Credit Union February 2015 - Present
Safeway February 2012 - Present
Blackhawk Network April 2007 - February 2012
Skills
Marketing, Marketing Strategy, Product Marketing, Management, Marketing Communications, Advertising, Pricing, Retail, Market Research, Customer Service, Cross-functional Team..., Financial Services, Debit Cards, Payment Card Processing, Financial Process..., Electronic Payment..., Mobile Product..., Mobile Platforms, Financial Software..., Gift Cards, Fixture Design, Fixture Development, Incentives, Product Development, Product Management, Vendor Management, Project Management, Inventory Management, Product Design, Social Media Marketing, Vendor Managed Inventory, Analytics, Business Analysis, Competitive Analysis, Strategy, Strategic Planning, Cross Functional..., Business Relationship..., Team Building, Salesforce.com, Sales, Account Management, Strategic Partnerships, Leadership, B2B, Business Development, Financial Systems..., Analysis, Sales Management
Education
San Francisco State University 2005 — 2007
Public Advocates, Inc. 2014 - Present
Women's Initiative 2013 - 2014
Shake-A-Leg Miami, Inc. 2012 - 2013
Women's Fund of Miami Dade 2009 - 2012
Patelco Credit Union 2007 - 2008
Women's Funding Network January 2002 - June 2007
SF Alumnae Chapter, Delta Sigma Theta Sorority, Inc. 1996 - 2000
Skills
Fundraising, Non-profits, Program Development, Volunteer Management, Community Outreach, Nonprofits, Public Speaking, Team Building, Philanthropy, Strategic Planning, Workshop Facilitation, Leadership, Grants, Event Planning, Leadership Development, Board Development, Community Development, Organizational..., Grant Writing, Strategy, Budgets, Marketing, Training, Proposal Writing, Business Development, Community Organizing, Strategic Communications, Event Management, Public Relations, Program Evaluation, Non-profit..., Stewardship, Annual Giving, Capacity Building, Social Entrepreneurship
Education
Harvard University 2012 — 2012
Strategic Perspectives in Nonprofit Management
Howard University
BS, Psychology
Phoenix American Financial Services February 2014 - Present
Phoenix American June 2010 - February 2014
Patelco Credit Union December 1999 - June 2010
Skills
Customer Service, Account Management, Financial Services, Investments, Accounting, Business Development, Mortgage Lending, Risk Management, Sales, Sales Management, Asset Management, Strategic Planning, Team Building
Education
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration: Marketing and Management
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General
Alcor Solutions Inc May 2015 - Present
Independent Contractor March 2003 - Present
Deborah Bloom Educational Consultants August 2011 - August 2014
Patelco Credit Union July 2001 - August 2002
Patelco Credit Union September 1998 - July 2001
Patelco Credit Union April 1995 - September 1998
Skills
Training, Loans, Business Development, Recruiting, Mortgage Lending, Sales Management, Operations Management, Financial Services, Banking, Credit, Credit Analysis, Mortgage Banking, Finance, Risk Management, Relationship Management, Employee Benefits, Portfolio Management, Human Resources, Retail Banking, Call Centers, Relationship Building, Sales, Phone Etiquette, Analysis
Education
San Jose State University
Business Administration-Management Concentration
Micron Technology September 2015 - Present
US Navy Reserve October 2012 - Present
Patelco Credit Union November 2008 - September 2014
Well Fargo May 2008 - November 2008
First Tech Credit Union July 2004 - February 2008
Skills
Loans, Credit, Banking, Credit Analysis, Credit Unions, Consumer Lending, Financial Analysis, Mortgage Lending, Risk Management, Insurance, Investments, Portfolio Management, Customer Service, Sales, Loan Origination, Training, Leadership, Team Building, Finance, Mortgage Banking, Residential Mortgages, Cash Management, Financial Risk, Relationship Management, Credit Risk, Employee Training, Branch Banking, Process Improvement
Education
Portland State University 2005 — 2008
MBA, Business Administration and Management, General
San Jose State University 1999 — 2003
B.S., Economics
Genentech January 2012 - Present
Genentech February 2010 - December 2011
Coit Services June 2009 - February 2010
Patelco Credit Union December 2009 - January 2010
Skills
Customer Service, Team Building, Sales, Microsoft Office, Troubleshooting, Microsoft Excel, Outlook, Data Entry, Microsoft Word, Customer Retention, Windows 7, Windows XP Pro, PowerPoint, Gmail, Google Calendar, 10 Key Touch, Concur, SAP Financial, Remedy Ticketing System, SAP Portal, HP Service Manager, PeopleSoft, Kronos Timekeeping, Primus, Business Objects
Education
San Francisco State University 2005 — 2009
Bachelor of Science (B.S.), Accounting
First Republic Bank August 2015 - Present
Patelco Credit Union January 2014 - August 2015
Patelco Credit Union May 2013 - January 2014
Skills
Employee Relations, Performance Management, Human Resources, Onboarding, Microsoft Word, HRIS, Recruiting, HR Policies, Employee Benefits, Benefits Administration, Personnel Management, New Hire Orientations, Payroll, Conflict Resolution, Microsoft Office, Customer Service
Education
San Francisco State University 2012 — 2013
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Star One Credit Union August 2013 - Present
Patelco Credit Union October 1982 - August 2013
Skills
Auditing, Internal Audit, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Risk Management, Financial Risk, Enterprise Risk..., Banking, Internal Controls, Fraud
Education
Stanford University
Bachelor of Arts (BA), Economics
Duda March 2015 - May 2015
DudaMobile March 2013 - March 2015
DudaMobile June 2012 - March 2013
Patelco Credit Union March 2008 - April 2011
Wells Fargo August 2005 - September 2007
Silicon Valley Paving October 2003 - July 2005
Skills
Solution Architecture, Cross-functional Team..., Business Analysis, Business Strategy, Product Development, Webinar Management, Bitcoin, HTML + CSS, Web Development, Sales, Google Analytics, Strategy, Project Management, Customer Service, Spanish, Customer Satisfaction, Web Design, Product Management, Cryptocurrency, Project Coordination, New Business Development, Project Implementation, Marketing Strategy, Strategic Planning, Management, Business Development, Salesforce.com, Marketo, Customer Relations, Account Management, Interpersonal..., Technical Support, MS Project, Problem Solving, Sales Management, Project Planning, HTML, Financial Experience, Emotional Intelligence, Employee Management, Fast Learner, Observation, Highly Analytical, Highly Adaptable, Flight Safety, Flight Training, Content Marketing, Technical Marketing, Technical Presentations, Analytic Problem Solving
Education
Stanford University 2015 — 2015
San Jose State University 2008 — 2011
Bachelor of Science (B.S.), Management Information Systems
Patelco Credit Union 2014 - December 2014
Patelcorp Inc. - (subsidiary of Patelco Credit Union) 2000 - 2014
Patelco Credit Union 1994 - 2014
First Interstate Bank 1976 - 1986
Skills
Banking, Finance, Credit Unions, Risk Management, Cash Management, Accounting, Investments, Financial Analysis, Executive Management, Strategic Planning, Financial Services, Credit, Budgets, Commercial Lending, Financial Reporting, Financial Institutions, Leadership, Financial Modeling, Consumer Lending, Mortgage Lending, Credit Cards, GAAP, Internal Controls, Public Speaking, Auditing, Mergers & Acquisitions, Strategic Financial..., Commercial Banking, Regulations, Corporate Finance, Board Relations, Investment Strategies, Financial Advisory, Financial Planning, Loans, Portfolio Management, Strategy, Legal Issues, Corporate Insurance
Education
Stanford University Graduate School of Business
Executive Education Program
Patelco Credit Union July 2011 - June 2013
Wells Fargo July 2007 - July 2010
Siemens September 2000 - June 2007
Skills
Systems and Frameworks..., Web Services, Software Design Patterns, Web Applications, Database Design, SDLC, .NET, Financial Analysis, OOP, Microsoft SQL Server, Banking, Agile Methodologies, ASP.NET MVC, C#, SOA, WCF, Scrum, ASP.NET, XML
Education
Punjab Engineering College
Bachelor of Engineering (B.E.)
U.S. Bank, Private Client Reserve December 2014 - Present
San Diego County Credit Union September 2014 - December 2014
Alliance Credit Union April 2014 - July 2014
Patelco Credit Union April 2007 - April 2014
Patelco Credit Union January 2009 - September 2010
Skills
Credit Unions, Loans, Loan Servicing, Credit, Banking, Loan Origination, Call Center, Financial Institutions, Customer Service, Financial Services, 10 Key, Legal Writing, Problem Solving, Multi Tasking, Meet Deadlines, PC, Mac, Typing, Notary Public, Opening New Accounts, Call Centers
Education
San Francisco State University 2009 — 2011
Certificate, Paralegal Studies
University of California, Davis 2000 — 2006
Asian American Studies, Sociology and Psychology
First Republic Bank 2007 - Present
Patelco Credit Union 2004 - 2007
Skills
Banking, Credit, Commercial Banking, Loans, Retail Banking, Management, Financial Services, Risk Management, Business Analysis, Deposits, Commercial Lending, Financial Risk, Branch Banking, Consumer Lending, Operational Risk, Bank Secrecy Act, Anti Money Laundering, Private Banking, Wealth Management, OFAC
Education
San Jose State University 2005 — 2007
Master of Science (M.S.), Justice Studies
University of California, Davis 2000 — 2004
Bachelor of Arts (B.A.), Sociology
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Patelco Credit Union July 2013 - Present
Education
Northern Michigan University
Sociology
Wayne State University
Sociology
Patelco Credit Union June 2014 - Present
U.S. Bank September 2011 - May 2014
The Golden 1 Credit Union January 2009 - May 2011
Sacramento Credit Union February 2006 - March 2007
World Savings May 2003 - February 2006
Charles Schwab 1995 - 2001
Skills
Banking, Coaching, Sales, Cross Selling, Retail Banking, Customer Service, Consumer Lending, Branch Banking, Credit, Mortgage Lending, Loans, Management, Leadership, Loan Origination, Credit Analysis, Relationship Management, Mortgage Banking
Education
Heald College
associates, Computer Technology/Computer Systems Technology
Sysco April 2014 - Present
Citi October 2012 - March 2014
Foot Locker September 2012 - November 2013
Patelco Credit Union March 2012 - May 2012
O'Reilly Auto Parts November 2009 - 2012
Six Flags March 2004 - November 2009
Finish Line February 2009 - September 2009
kragen auto parts October 2005 - August 2008
Gap Inc. April 2005 - October 2007
Burger King Corporation October 2005 - April 2006
Skills
Merchandising, Retail Sales, Visual Merchandising, Retail, Cashiering, Inventory Management, Loss Prevention, Customer Service, Inventory Control, Sales, Customer Satisfaction
Education
Solano Community College 2005 — 2011
N/A, Communication and Media Studies
Texas Southern University 2008 — 2009
N/A, Communication and Media Studies
Wells Fargo Bank January 2010 - December 2014
Patelco Credit Union January 2007 - April 2010
Bank of the West January 2001 - April 2005
Skills
Small Business Lending, Commercial Banking, Banking, Portfolio Management, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Lending, Lines Of Credit, Cross Selling, Treasury Management, Cash Management, Private Banking, Credit Cards, Deposits, Commercial Real Estate, Refinance, Consumer Lending, Commercial Mortgages, Retail Banking, Credit
Education
Grambling State University 1992 — 1996
Bachelor's degree, Marketing
Patelco Credit Union June 2007 - Present
Aim Mail Centers 1996 - December 2006
Education
Modern School
First California Mortgage Company November 2012 - Present
Patelco Credit Union March 2012 - November 2012
CMG Mortgage, Inc February 2009 - January 2012
Homecomings Financial, LLC October 1995 - October 2008
Skills
Compliance, Operations Management, Technology Integration, Mortgage Lending, Loans, Banking, Refinance, Credit, Mortgage Banking, Residential Mortgages, FHA, Finance, Management
Education
State University of New York College at Cortland
Bachelor of Arts, Political Science/Public Administration
Patelco Credit Union 2009 - 2011
AAA 2006 - 2009
Education
Heald College-Rancho Cordova
Associates, Computer Business Administration
Apple June 2013 - December 2013
Patelco Credit Union June 2011 - June 2013
Granite Construction November 2008 - June 2011
Blast Deflectors, Inc. January 2001 - November 2008
BroadLogic October 1997 - January 2001
Mahoney Export Services (S) Pte Ltd June 1987 - October 1997
Education
Humboldt State University 1982 — 1986
Bachelor of Science (BS)
Patelco Credit Union July 2003 - September 2011
X-ACT Reporting, LLC January 2001 - March 2003
Skills
Clerical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Westlaw, PowerPoint, OneNote, Word Processing, Telephone Skills, Document Drafting, Typing, Ten Key, Appointment Scheduling, Office Management
Education
Kaplan University 2012 — 2013
Legal Secretary Certificate, Law
Patelco Credit Union June 2008 - Present
Education
San Francisco State University 1987 — 1989
Business Administration and Management, General
New Mexico Military Institute 1985 — 1987
Associate of Arts (AA), Business Administration and Management, General
Star One Credit Union May 2010 - Present
Santa Clara County Suicide and Crisis Center January 2009 - Present
Patelco Credit Union December 2007 - May 2010
Wells Fargo December 2005 - December 2007
Skills
Customer Service, Sales, Cross Selling, Auditing, Cash Handling Experience, Long-term Customer..., Strategic Financial..., Staff Supervision, Community Outreach, Crisis Counselling, Close Attention to..., Timely Decision Making, Timely Execution
Education
San Jose State University 2006 — 2009
Bachelor's degree, Sociology
Santa Barbara City College 2004 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Patelco Credit Union January 2013 - March 2013
Bank of America 2010 - 2012
Skills
Banking, Hospitality, Customer Service, Management, Microsoft Office, Merlin, Training, Computer Proficiency, Sales, Auditing, Service Desk, Money Management
Education
Merced College 2009 — 2013
Finance, General
Pleasant Valley High School 2005 — 2009
High School Diploma
Patelco Credit Union June 2015 - Present
Education
San Jose State University 2012 — 2017
Amador Valley High School
SF Fire CU April 2012 - August 2014
Patelco Credit Union March 1994 - April 2014
Skills
Customer Service, Microsoft Office, Banking, Microsoft Word, PowerPoint, Consumer Lending, Account Set Up, IRAs, Lines Of Credit, Problem Resolution, Leadership, Staff Training
Education
San Francisco State University 1985 — 1994
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
OGRE Productions January 2013 - Present
Patelco Credit Union March 2011 - October 2013
U.S. Census Bureau March 2010 - July 2010
County Bank August 2007 - August 2009
McLane Company, Inc. July 1994 - March 2007
Gonella Realty October 1998 - August 2001
Skills
Customer Service, Computer Operations, 10 Key, Back Office, Microsoft Excel, Forklift Operator, Microsoft Word, Multitasking Skills, Multi-line Phone, Account Management, Account Reconciliation, Photoshop, Inventory Control, Inventory Accuracy, Purchasing, Purchase Orders, Property Management, Sales, Promotions, Live Sound, Event Planning, Music Industry, Graphic Design, Contract Negotiation, Typing, Shipping, Recieving, Deliveries, Self-starter, Self-management, Physical Security, Booking Shows, Stage Management, Stage Lighting, Social Media Marketing, Social Networking, Social Marketing, Project Planning, Fundraisers, Driving License, Cashiering, Warehousing, Order Picking, Payments
Education
Merced College
Associate of Arts (A.A.), General Studies
Patelco Credit Union August 2004 - Present
Sales Associates June 2000 - March 2005
Ace Hardware April 1998 - April 2000
Skills
Direct Sales, Management, Relationship Building, Spanish, Job Coaching, Sales Management, Training, Employee Training, Time Management, Credit, Banking, Team Leadership, Inventory Management, Customer Satisfaction, Customer Service, Sales
Education
Sonoma State University 2006 — 2009
Business Administration and Management, General
Santa Rosa Junior College 2000 — 2007
Associate's degree, Business Administration and Management, General
Piner High School 1996 — 2000
Graduate
Patelco Credit Union April 2015 - Present
Freelance Photography May 2013 - Present
SMI Properties May 2011 - Present
Sunset View Estates April 2014 - March 2015
Target September 2013 - March 2014
Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Sales, Management, Photoshop, Leadership, Fine Art Photography, Photography, Cash Handling
Education
Sonoma State University 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Photography
State Farm Auto, Fire, Life, Health, Banking – Jon Rader Agency – Lodi Ca July 2015 - Present
American Income Life Insurance Company January 2015 - June 2015
Farmers and Merchants Bank January 2012 - May 2015
Self Employed June 2006 - January 2012
Patelco Credit Union May 2001 - June 2006
Education
California Department of insurance 2015 — 2015
Property, casualty, health, life and accident agent
Merced College 1998 — 2001
General Education