San Mateo Credit Union
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San Mateo Credit Union Employees
Employee
Years
Job
Industry
Evan Hudson Evan Hudson's San Mateo Credit Union Experience November 2014 - Present
Job Loan Processor at San Mateo Credit Union
Industry Financial Services
Experience
San Mateo Credit Union November 2014 - Present
Piedmont Capital May 2014 - August 2014
Piedmont Capital October 2013 - May 2014
Driftwood Capital March 2013 - May 2013
Zara August 2012 - December 2012
University of San Francisco September 2011 - December 2011
Boulevard Investment Group June 2011 - August 2011
Boulevard Investment Group June 2010 - August 2010
Boulevard Investment Group June 2009 - August 2009
Skills
QuickBooks, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Salesforce.com, Customer-focused Service, Mortgage Underwriting, Loan Processing and...
Education
University of San Francisco 2010 — 2014
B.S, Business Administration; Finance
Boston University of Sydney 2013 — 2013
San Mateo Credit Union November 2014 - Present
Piedmont Capital May 2014 - August 2014
Piedmont Capital October 2013 - May 2014
Driftwood Capital March 2013 - May 2013
Zara August 2012 - December 2012
University of San Francisco September 2011 - December 2011
Boulevard Investment Group June 2011 - August 2011
Boulevard Investment Group June 2010 - August 2010
Boulevard Investment Group June 2009 - August 2009
Skills
QuickBooks, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Salesforce.com, Customer-focused Service, Mortgage Underwriting, Loan Processing and...
Education
University of San Francisco 2010 — 2014
B.S, Business Administration; Finance
Boston University of Sydney 2013 — 2013
Rob Lajoie Rob Lajoie's San Mateo Credit Union Experience January 1995 - July 2006
Job Financial Empowerment Program Director at Peninsula Family Service
Industry Banking
Experience
Peninsula Family Service January 2012 - Present
SafeAmerica Credit Union August 2006 - December 2011
San Mateo Credit Union January 1995 - July 2006
Technology Credit Union February 1988 - January 1995
MMI Federal Credit Union September 1980 - February 1988
Skills
Banking, Leadership, Credit, Financial Analysis, Strategic Planning, Loans, Credit Unions, Management, Portfolio Management, Team Building, Executive Management, Customer Service, Finance, Microsoft Excel, Budgets, Program Management, Mortgage Lending, Project Management, Consumer Lending, Call Centers, Process Improvement, Risk Management, Microsoft Word, Strategy, Microsoft Office, Coaching, Leadership Development, Operations Management, Loan Origination, Marketing, Small Business Lending, Policy, Public Speaking, Commercial Lending, Non-profit Fund..., Non-profit Leadership, Credit Analysis, Financial Services, Retail Banking, Nonprofits, Asset Liability..., Fiscal Analysis &..., Reorganization and..., P&L Accountability, Cross-functional Team..., Financial Services..., Financial System...
Education
Stanford University 1998 — 1998
Certification, Business & Credit Union Executive Management
Pomona College 1981 — 1983
Certification, Credit Union Management
San Jose State University 1976 — 1981
B.S., Business Management, 3.8 GPA
Peninsula Family Service January 2012 - Present
SafeAmerica Credit Union August 2006 - December 2011
San Mateo Credit Union January 1995 - July 2006
Technology Credit Union February 1988 - January 1995
MMI Federal Credit Union September 1980 - February 1988
Skills
Banking, Leadership, Credit, Financial Analysis, Strategic Planning, Loans, Credit Unions, Management, Portfolio Management, Team Building, Executive Management, Customer Service, Finance, Microsoft Excel, Budgets, Program Management, Mortgage Lending, Project Management, Consumer Lending, Call Centers, Process Improvement, Risk Management, Microsoft Word, Strategy, Microsoft Office, Coaching, Leadership Development, Operations Management, Loan Origination, Marketing, Small Business Lending, Policy, Public Speaking, Commercial Lending, Non-profit Fund..., Non-profit Leadership, Credit Analysis, Financial Services, Retail Banking, Nonprofits, Asset Liability..., Fiscal Analysis &..., Reorganization and..., P&L Accountability, Cross-functional Team..., Financial Services..., Financial System...
Education
Stanford University 1998 — 1998
Certification, Business & Credit Union Executive Management
Pomona College 1981 — 1983
Certification, Credit Union Management
San Jose State University 1976 — 1981
B.S., Business Management, 3.8 GPA
Senthil Chidambaram Senthil Chidambaram's San Mateo Credit Union Experience July 2012 - July 2013
Job CEO at Dancing Astronaut
Industry Music
Experience
Dancing Astronaut July 2009 - Present
San Mateo Credit Union July 2012 - July 2013
Education
Santa Clara University 2004 — 2009
Bachelor of Science (B.S.), Electrical Engineering
University of Houston-Clear Lake
Master of Business Administration (MBA)
Dancing Astronaut July 2009 - Present
San Mateo Credit Union July 2012 - July 2013
Education
Santa Clara University 2004 — 2009
Bachelor of Science (B.S.), Electrical Engineering
University of Houston-Clear Lake
Master of Business Administration (MBA)
Nasi Sherman Nasi Sherman's San Mateo Credit Union Experience January 2013 - May 2014
Job Loan Partner II at Summit Funding, Inc.
Industry Renewables & Environment
Experience
Summit Funding, Inc. May 2015 - Present
Pattern Energy Group Inc. August 2014 - Present
Summit Funding July 2014 - August 2014
San Mateo Credit Union January 2013 - May 2014
San Mateo Credit Union 2012 - 2013
Princeton Capital Markets LLC January 2012 - May 2012
Expressloanprocessing.com January 2009 - January 2011
White Dove Realty 2007 - 2008
All AMerican Mortgage 2006 - 2007
Golden Key Mortgage 2004 - 2006
Skills
Real Estate Financing, Commercial Real Estate, Real Estate Economics, Administrative..., Loans, Real Estate, Refinance, FHA, Finance, Credit, Mortgage Servicing, Funding, Credit Analysis, Loan Servicing, First Time Home Buyers, Real Estate Transactions, Mortgage Banking, Mortgage Lending, Credit Unions, Residential Mortgages, Investment Properties, Commercial Lending, Commercial Mortgages, Real Estate Lending, Home Equity Loans, Closings, FHA financing, HUD, Post Closing, RESPA, Cross Selling, Loan Origination, Banking, Home Equity Lines of..., Home Equity, Retail Banking, Fannie Mae, Loan Closings, Down Payment Assistance, Government Loans, Loan Documents, New Home Purchase, Microsoft Office
Education
Chamberlin School of Real Estate 2011 — 2014
Real Estate
Heald College 2010 — 2012
Associate of Arts and Sciences (AAS), Paralegal Studies
De Anza College
General Studies
Summit Funding, Inc. May 2015 - Present
Pattern Energy Group Inc. August 2014 - Present
Summit Funding July 2014 - August 2014
San Mateo Credit Union January 2013 - May 2014
San Mateo Credit Union 2012 - 2013
Princeton Capital Markets LLC January 2012 - May 2012
Expressloanprocessing.com January 2009 - January 2011
White Dove Realty 2007 - 2008
All AMerican Mortgage 2006 - 2007
Golden Key Mortgage 2004 - 2006
Skills
Real Estate Financing, Commercial Real Estate, Real Estate Economics, Administrative..., Loans, Real Estate, Refinance, FHA, Finance, Credit, Mortgage Servicing, Funding, Credit Analysis, Loan Servicing, First Time Home Buyers, Real Estate Transactions, Mortgage Banking, Mortgage Lending, Credit Unions, Residential Mortgages, Investment Properties, Commercial Lending, Commercial Mortgages, Real Estate Lending, Home Equity Loans, Closings, FHA financing, HUD, Post Closing, RESPA, Cross Selling, Loan Origination, Banking, Home Equity Lines of..., Home Equity, Retail Banking, Fannie Mae, Loan Closings, Down Payment Assistance, Government Loans, Loan Documents, New Home Purchase, Microsoft Office
Education
Chamberlin School of Real Estate 2011 — 2014
Real Estate
Heald College 2010 — 2012
Associate of Arts and Sciences (AAS), Paralegal Studies
De Anza College
General Studies
Roschelle Smith Roschelle Smith's San Mateo Credit Union Experience February 2012 - Present
Job
Industry Consumer Services
Experience
San Mateo Credit Union February 2012 - Present
Robert Half International 2013 - 2013
Addison Ave Federal Credit Union January 2001 - March 2008
Hewlett-Packard January 1998 - December 1998
Skills
I am a very motivated,...
Education
Heald College 1998 — 1998
Balboa High School 1984 — 1987
Diploma
San Mateo Credit Union February 2012 - Present
Robert Half International 2013 - 2013
Addison Ave Federal Credit Union January 2001 - March 2008
Hewlett-Packard January 1998 - December 1998
Skills
I am a very motivated,...
Education
Heald College 1998 — 1998
Balboa High School 1984 — 1987
Diploma
Jeff Carion Jeff Carion's San Mateo Credit Union Experience 2013 - 2014
Job Banking Professional
Industry Banking
Experience
San Mateo Credit Union 2013 - 2014
Self 2009 - 2013
Washington Mutual 2006 - 2008
Washington Mutual 1999 - 2005
Citibank 1996 - 1998
Wells Fargo Bank 1986 - 1996
Skills
Retail Banking, Banking, Credit, Credit Analysis, Loans, Finance, Loan Origination, Consumer Lending, Mortgage Banking, Mortgage Lending, Branch Management, Leadership
Education
San Jose State University
Bachelor's Degree, Business Administration - Finance
San Mateo Credit Union 2013 - 2014
Self 2009 - 2013
Washington Mutual 2006 - 2008
Washington Mutual 1999 - 2005
Citibank 1996 - 1998
Wells Fargo Bank 1986 - 1996
Skills
Retail Banking, Banking, Credit, Credit Analysis, Loans, Finance, Loan Origination, Consumer Lending, Mortgage Banking, Mortgage Lending, Branch Management, Leadership
Education
San Jose State University
Bachelor's Degree, Business Administration - Finance
Lilia Amalia Valdez Monney Lilia Amalia Valdez Monney's San Mateo Credit Union Experience May 2015 - Present
Job FSA SAN MATEO CREDIT UNION
Industry Banking
Experience
San Mateo Credit Union May 2015 - Present
Lucrative Sounds Ent. February 2014 - Present
Bank of America March 2006 - May 2015
Skills
•Self- motivated, •Bi- lingual Spanish &..., •Detailed oriented, •Proficient in..., •Proficient in Merlin..., •Proficient in..., •Filing/Scanning/Faxing, •Typing of 35wpm, •10 key touch, •Exceptional..., •Superior Managerial..., •Fast learner, •Friendly, Customer..., Banking, Management, Sales, Customer Service, Training
Education
College of San Mateo 2014 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Penn Foster Career School 2012 — 2013
bookkeeping certification, Accounting, 92
San Mateo Credit Union May 2015 - Present
Lucrative Sounds Ent. February 2014 - Present
Bank of America March 2006 - May 2015
Skills
•Self- motivated, •Bi- lingual Spanish &..., •Detailed oriented, •Proficient in..., •Proficient in Merlin..., •Proficient in..., •Filing/Scanning/Faxing, •Typing of 35wpm, •10 key touch, •Exceptional..., •Superior Managerial..., •Fast learner, •Friendly, Customer..., Banking, Management, Sales, Customer Service, Training
Education
College of San Mateo 2014 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Penn Foster Career School 2012 — 2013
bookkeeping certification, Accounting, 92
Anthony Parenti Anthony Parenti's San Mateo Credit Union Experience July 2015 - Present
Job Lending Specialist at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union July 2015 - Present
San Mateo Credit Union December 2013 - July 2015
San Mateo Credit Union October 2010 - December 2013
San Mateo Credit Union January 2013 - April 2013
Bank of America September 2005 - May 2010
Starbucks October 2008 - November 2009
Skills
Banking, Credit, Consumer Lending, Financial Analysis, Loans, Customer Service, Problem Solving, Outlook, Microsoft Excel, Training, Sales, Microsoft Word, Leadership, Coaching, Budgets, Team Building, Retail, PowerPoint
Education
University of California, San Diego 2005 — 2008
Management Science, Economics
College of San Mateo 2003 — 2005
Liberal Studies
San Mateo Credit Union July 2015 - Present
San Mateo Credit Union December 2013 - July 2015
San Mateo Credit Union October 2010 - December 2013
San Mateo Credit Union January 2013 - April 2013
Bank of America September 2005 - May 2010
Starbucks October 2008 - November 2009
Skills
Banking, Credit, Consumer Lending, Financial Analysis, Loans, Customer Service, Problem Solving, Outlook, Microsoft Excel, Training, Sales, Microsoft Word, Leadership, Coaching, Budgets, Team Building, Retail, PowerPoint
Education
University of California, San Diego 2005 — 2008
Management Science, Economics
College of San Mateo 2003 — 2005
Liberal Studies
Catalina Carlos Catalina Carlos's San Mateo Credit Union Experience January 2014 - Present
Job Teller
Industry Banking
Experience
San Mateo Credit Union January 2014 - Present
Citibank N.A. (Philippines) October 2010 - November 2012
Citibank N.A. (Philippines) September 2003 - September 2010
Citibank N.A. (Philippines) July 1999 - August 2003
Skills
Knowledgeable in..., P2P System, Travel and..., Bilingual (English and..., Training, Portfolio Management, Credit Cards, Vendor Management, Cross Selling, Relationship Management, Leadership, Strategy, Team Management, Management, Business Analysis, Hiring, Strategic Hiring, Retail Banking, Call Centers
Education
De La Salle University 1995 — 1998
Bachelor of Science (BS), Marketing/Marketing Management, General
San Mateo Credit Union January 2014 - Present
Citibank N.A. (Philippines) October 2010 - November 2012
Citibank N.A. (Philippines) September 2003 - September 2010
Citibank N.A. (Philippines) July 1999 - August 2003
Skills
Knowledgeable in..., P2P System, Travel and..., Bilingual (English and..., Training, Portfolio Management, Credit Cards, Vendor Management, Cross Selling, Relationship Management, Leadership, Strategy, Team Management, Management, Business Analysis, Hiring, Strategic Hiring, Retail Banking, Call Centers
Education
De La Salle University 1995 — 1998
Bachelor of Science (BS), Marketing/Marketing Management, General
Ginelle Ibos Ginelle Ibos's San Mateo Credit Union Experience April 2015 - Present
Job Experienced Training and Development Specialist
Industry Banking
Experience
San Mateo Credit Union April 2015 - Present
Rose International June 2014 - October 2014
Bank of America February 2012 - November 2013
Bank of America November 2011 - February 2012
Bank of America January 2006 - November 2011
Bank of America July 2001 - December 2005
Coldwell Banker February 1999 - June 2001
Skills
Banking, SharePoint, Microsoft Excel, PowerPoint, WebEx, Salesforce.com, Microsoft Word, Training, Live Meeting, Consulting, Project Delivery, Banking Systems, Corporate Travel Booking, Action Plan Development, Curriculum Design, Curriculum Development, Virtual Training, Faciltation, Expense Reports, Budget Forecasts, Leadership, Adult Learning..., Adult Learning Theory, Interpersonal Skill, Coaching, Organization, Time Management, Communication, Outlook, Coordinating Schedules, Meeting Planning, Project Management, Management, Customer Service
Education
San Francisco State University 2004 — 2006
Bachelor's Degree, ART
California State University-Fullerton 2001 — 2004
Bachelor of Arts (BA), Art History
San Mateo Credit Union April 2015 - Present
Rose International June 2014 - October 2014
Bank of America February 2012 - November 2013
Bank of America November 2011 - February 2012
Bank of America January 2006 - November 2011
Bank of America July 2001 - December 2005
Coldwell Banker February 1999 - June 2001
Skills
Banking, SharePoint, Microsoft Excel, PowerPoint, WebEx, Salesforce.com, Microsoft Word, Training, Live Meeting, Consulting, Project Delivery, Banking Systems, Corporate Travel Booking, Action Plan Development, Curriculum Design, Curriculum Development, Virtual Training, Faciltation, Expense Reports, Budget Forecasts, Leadership, Adult Learning..., Adult Learning Theory, Interpersonal Skill, Coaching, Organization, Time Management, Communication, Outlook, Coordinating Schedules, Meeting Planning, Project Management, Management, Customer Service
Education
San Francisco State University 2004 — 2006
Bachelor's Degree, ART
California State University-Fullerton 2001 — 2004
Bachelor of Arts (BA), Art History
Esmeralda Escobedo's San Mateo Credit Union Experience February 2012 - February 2013
Job Mortgage Loan Servicing, Notary Public, Secondary Market Shipper
Industry Financial Services
Experience
Self-employed June 2000 - Present
San Mateo Credit Union February 2012 - February 2013
First Tech Federal Credit Union 2002 - 2012
Stanford Federal Credit Union September 1998 - April 2002
Skills
Secondary Market, Accounting, Mortgage Loan Servicing, Loans, Loan Servicing, Real Estate, Credit Analysis, Refinance, Credit, Consumer Lending, Banking, Finance, Mortgage Banking, Loss Mitigation, Credit Unions
Education
San Jose City College 2012 — 2014
Accounting
Self-employed June 2000 - Present
San Mateo Credit Union February 2012 - February 2013
First Tech Federal Credit Union 2002 - 2012
Stanford Federal Credit Union September 1998 - April 2002
Skills
Secondary Market, Accounting, Mortgage Loan Servicing, Loans, Loan Servicing, Real Estate, Credit Analysis, Refinance, Credit, Consumer Lending, Banking, Finance, Mortgage Banking, Loss Mitigation, Credit Unions
Education
San Jose City College 2012 — 2014
Accounting
Brian Walrath Brian Walrath's San Mateo Credit Union Experience 2009 - 2010
Job Lending Club Sr. Payment Solutions Supervisor
Industry Financial Services
Experience
Lending Club July 2015 - Present
Allegro Credit May 2014 - July 2015
EOS CCA March 2012 - May 2014
Performant Financial Corporation 2011 - 2012
Bank of the West 2010 - 2010
San Mateo Credit Union 2009 - 2010
Fireside Bank January 2004 - September 2009
Skills
FDCPA, Repossessions, Skip Tracing, Customer Service, Collection Strategy, Microsoft Excel, Management, Loss Mitigation, Recoveries, Predictive Dialers, Credit, Microsoft Office, Finance, Risk Management, Default, Microsoft Word, PowerPoint, Outlook, Budgets, Analytics, Consumer Debt, Consumer Lending, Analysis, Assets Recovery, Strategic Planning, Accurint, Credit Cards, Subprime, Unsecured Loans, Accounting, Training, CUBS, Avaya, Crystal Reports, Project Management, Leadership Development, Employee Training, Collections, Forecasting, English, Windows, Research, promise land, Linx, lexis nexis
Education
Diablo Valley College 2002 — 2003
Heald College 2001 — 2002
Lending Club July 2015 - Present
Allegro Credit May 2014 - July 2015
EOS CCA March 2012 - May 2014
Performant Financial Corporation 2011 - 2012
Bank of the West 2010 - 2010
San Mateo Credit Union 2009 - 2010
Fireside Bank January 2004 - September 2009
Skills
FDCPA, Repossessions, Skip Tracing, Customer Service, Collection Strategy, Microsoft Excel, Management, Loss Mitigation, Recoveries, Predictive Dialers, Credit, Microsoft Office, Finance, Risk Management, Default, Microsoft Word, PowerPoint, Outlook, Budgets, Analytics, Consumer Debt, Consumer Lending, Analysis, Assets Recovery, Strategic Planning, Accurint, Credit Cards, Subprime, Unsecured Loans, Accounting, Training, CUBS, Avaya, Crystal Reports, Project Management, Leadership Development, Employee Training, Collections, Forecasting, English, Windows, Research, promise land, Linx, lexis nexis
Education
Diablo Valley College 2002 — 2003
Heald College 2001 — 2002
Ernest Kuo Ernest Kuo's San Mateo Credit Union Experience February 2003 - October 2006
Job Account Manager at Sparkpr
Industry Marketing and Advertising
Experience
Sparkpr July 2014 - Present
Socialarc April 2012 - July 2014
Intevac October 2010 - February 2012
Accenture December 2007 - September 2010
Packeteer October 2006 - November 2007
San Mateo Credit Union February 2003 - October 2006
Carlson Marketing April 2002 - January 2003
Carlson Marketing July 2000 - April 2002
Skills
Direct Marketing, Promotions, Budget Management, Vendor Management, Lead Generation, Marketing Communications, Social Media Marketing, Budgets, Social Media, Copywriting, Online Advertising, E-commerce, Marketing Management
Education
Michigan State University
Bachelor of Arts, Marketing
Michigan State University
Bachelor of Arts, Communication
Sparkpr July 2014 - Present
Socialarc April 2012 - July 2014
Intevac October 2010 - February 2012
Accenture December 2007 - September 2010
Packeteer October 2006 - November 2007
San Mateo Credit Union February 2003 - October 2006
Carlson Marketing April 2002 - January 2003
Carlson Marketing July 2000 - April 2002
Skills
Direct Marketing, Promotions, Budget Management, Vendor Management, Lead Generation, Marketing Communications, Social Media Marketing, Budgets, Social Media, Copywriting, Online Advertising, E-commerce, Marketing Management
Education
Michigan State University
Bachelor of Arts, Marketing
Michigan State University
Bachelor of Arts, Communication
Denise Butler Denise Butler's San Mateo Credit Union Experience March 2015 - Present
Job Branch Manager at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union March 2015 - Present
Patelco Credit Union November 2013 - Present
Union Bank October 2011 - May 2013
Union Bank August 2010 - October 2011
Union Bank August 2008 - August 2010
EurekaBank September 1999 - September 2004
Eureka Bank November 1989 - September 1990
Skills
Banking, Branch Management, New Business Development, Customer Service, Branch Operation, Management, Branch Banking, Building Relationships, Sales, Training, Needs Identification, Customer Retention, Process Implementation, Strategic Planning, Account Management, Leadership
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Aptos High School
San Mateo Credit Union March 2015 - Present
Patelco Credit Union November 2013 - Present
Union Bank October 2011 - May 2013
Union Bank August 2010 - October 2011
Union Bank August 2008 - August 2010
EurekaBank September 1999 - September 2004
Eureka Bank November 1989 - September 1990
Skills
Banking, Branch Management, New Business Development, Customer Service, Branch Operation, Management, Branch Banking, Building Relationships, Sales, Training, Needs Identification, Customer Retention, Process Implementation, Strategic Planning, Account Management, Leadership
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Aptos High School
Garrett Macedo's San Mateo Credit Union Experience September 2014 - Present
Job MFT Trainee
Industry Individual & Family Services
Experience
San Mateo Credit Union September 2014 - Present
Idiom Plus January 2014 - June 2014
Wells Fargo August 2010 - January 2014
San Francisco Police Department September 2011 - July 2012
Camarillo Mattress January 2008 - July 2009
Skills
Written & Verbal..., Customer Service, Close Attention to..., Sales, Patience, Financial Understanding, Business Intelligence, Teaching English as a..., English grammar, Creativity, Respect
Education
Golden Gate University 2014 — 2016
Master of Arts (MA), Marriage and Family Therapy/Counseling
San Francisco State University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Ventura College 2007 — 2010
Psychology
International TEFL Academy
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor, Children to Adults
San Mateo Credit Union September 2014 - Present
Idiom Plus January 2014 - June 2014
Wells Fargo August 2010 - January 2014
San Francisco Police Department September 2011 - July 2012
Camarillo Mattress January 2008 - July 2009
Skills
Written & Verbal..., Customer Service, Close Attention to..., Sales, Patience, Financial Understanding, Business Intelligence, Teaching English as a..., English grammar, Creativity, Respect
Education
Golden Gate University 2014 — 2016
Master of Arts (MA), Marriage and Family Therapy/Counseling
San Francisco State University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Ventura College 2007 — 2010
Psychology
International TEFL Academy
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor, Children to Adults
Kristi Lozano Kristi Lozano's San Mateo Credit Union Experience March 2013 - Present
Job Financial Education Specialist at San Mateo Credit Union
Industry Higher Education
Experience
San Mateo Credit Union March 2013 - Present
UC Berkeley July 2011 - March 2013
Early Academic Outreach Program at UC Berkeley May 2012 - August 2012
YMCA Y-Scholars January 2011 - June 2011
Sylvan Learning Centers March 2009 - September 2010
Contra Costa Community College August 2005 - September 2006
Skills
Higher Education, Student Affairs, Student Development, Academic Advising, Teaching, Community Outreach, Tutoring, Research, Program Development, Curriculum Development, Curriculum Design, Public Speaking, Blogging, Workshop Facilitation, Nonprofits, Lesson Planning
Education
San Francisco State University 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Contra Costa College 2003 — 2006
Associate of Science (A.S.), Mathematics
San Mateo Credit Union March 2013 - Present
UC Berkeley July 2011 - March 2013
Early Academic Outreach Program at UC Berkeley May 2012 - August 2012
YMCA Y-Scholars January 2011 - June 2011
Sylvan Learning Centers March 2009 - September 2010
Contra Costa Community College August 2005 - September 2006
Skills
Higher Education, Student Affairs, Student Development, Academic Advising, Teaching, Community Outreach, Tutoring, Research, Program Development, Curriculum Development, Curriculum Design, Public Speaking, Blogging, Workshop Facilitation, Nonprofits, Lesson Planning
Education
San Francisco State University 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Contra Costa College 2003 — 2006
Associate of Science (A.S.), Mathematics
Paul Leonhardt Paul Leonhardt's San Mateo Credit Union Experience February 2010 - May 2011
Job SVP/Chief Lending Officer at Credit Union ONE
Industry Banking
Experience
Credit Union ONE June 2014 - Present
Alliance Credit Union May 2011 - June 2014
San Mateo Credit Union February 2010 - May 2011
Ventura County Credit Union March 2008 - October 2009
SchoolsFirst Federal Credit Union April 2005 - March 2008
Enterprise Car Sales July 1995 - March 2005
Skills
Credit, Loans, Strategic Planning, Consumer Lending, Credit Unions, Portfolio Management, Financial Services, Leadership, Business Development, Sales, Management, Credit Cards, Banking, Mortgage Lending, Risk Management, Credit Analysis, Loan Origination
Education
Western CUNA Management school 2005 — 2008
Credit Union Managment
Saint Louis University 1984 — 1990
Bachelor of Science in Aeronautics
Credit Union ONE June 2014 - Present
Alliance Credit Union May 2011 - June 2014
San Mateo Credit Union February 2010 - May 2011
Ventura County Credit Union March 2008 - October 2009
SchoolsFirst Federal Credit Union April 2005 - March 2008
Enterprise Car Sales July 1995 - March 2005
Skills
Credit, Loans, Strategic Planning, Consumer Lending, Credit Unions, Portfolio Management, Financial Services, Leadership, Business Development, Sales, Management, Credit Cards, Banking, Mortgage Lending, Risk Management, Credit Analysis, Loan Origination
Education
Western CUNA Management school 2005 — 2008
Credit Union Managment
Saint Louis University 1984 — 1990
Bachelor of Science in Aeronautics
James Ertola James Ertola's San Mateo Credit Union Experience September 2003 - April 2006
Job Accounting Professional
Industry Accounting
Experience
Caminar Reach November 2009 - June 2011
LightHouse for the Blind and Visually Impaired May 2009 - September 2009
Safeway November 2006 - May 2009
Notre Dame de Namur University June 2006 - September 2006
San Mateo Credit Union September 2003 - April 2006
St. Vincent de Paul Society February 2003 - September 2003
Defense Contract Audit Agency June 2000 - October 2000
Skills
Quickbooks, Microsoft Office Xp, Number Portability
Education
San Francisco State University 1996 — 2000
B.S., Accounting
Cañada College 1989 — 1996
Associate of Science Degree, Accounting
Caminar Reach November 2009 - June 2011
LightHouse for the Blind and Visually Impaired May 2009 - September 2009
Safeway November 2006 - May 2009
Notre Dame de Namur University June 2006 - September 2006
San Mateo Credit Union September 2003 - April 2006
St. Vincent de Paul Society February 2003 - September 2003
Defense Contract Audit Agency June 2000 - October 2000
Skills
Quickbooks, Microsoft Office Xp, Number Portability
Education
San Francisco State University 1996 — 2000
B.S., Accounting
Cañada College 1989 — 1996
Associate of Science Degree, Accounting
Cheryl Rayo's San Mateo Credit Union Experience June 2015 - Present
Job Mortgage Origination Manager at San Mateo Credit Union NMLS ID#1383144
Industry Financial Services
Experience
San Mateo Credit Union June 2015 - Present
US Bank Home Mortgage October 2011 - June 2015
Opes Advisors September 2010 - February 2011
Guardian Life of America June 2010 - September 2010
Mortgage Network January 2000 - June 2010
National Financial 1996 - 1999
Emerson Financial 1991 - 1996
Pan American Savings Bank 1988 - 1991
Skills
Leadership, Mortgage Banking, Management, Business Strategy, Mortgage Lending, FHA, Recruiting, Negotiation, Team Building, Banking, Strategic Planning, Loans, Analysis, Budgets, Credit, Loan Origination, Finance
Education
College of San Mateo
Finance
San Mateo Credit Union June 2015 - Present
US Bank Home Mortgage October 2011 - June 2015
Opes Advisors September 2010 - February 2011
Guardian Life of America June 2010 - September 2010
Mortgage Network January 2000 - June 2010
National Financial 1996 - 1999
Emerson Financial 1991 - 1996
Pan American Savings Bank 1988 - 1991
Skills
Leadership, Mortgage Banking, Management, Business Strategy, Mortgage Lending, FHA, Recruiting, Negotiation, Team Building, Banking, Strategic Planning, Loans, Analysis, Budgets, Credit, Loan Origination, Finance
Education
College of San Mateo
Finance
Aurora Adkins's San Mateo Credit Union Experience June 2012 - January 2013
Job Senior Brand Designer at Oracle
Industry Graphic Design
Experience
Oracle December 2013 - Present
Oracle May 2013 - November 2013
Electronic Arts January 2013 - April 2013
San Mateo Credit Union June 2012 - January 2013
Ki Chan Tea Co August 2010 - January 2013
SHiFT Magazine February 2012 - May 2012
School of Library and Information Science August 2011 - December 2011
Skills
Logo Design, Typography, Adobe Creative Suite, Graphic Design, Branding & Identity, Information Design, Advertising, Packaging, Photoshop, Illustrator, Catalogs, Adobe Acrobat, InDesign, OS X, Image Editing, Graphics, Banners, Brand Development, User Experience, Collateral, Corporate Identity, Visual Communication
Education
San Jose State University
BFA, Graphic Design, Summa Cum Laude
Oracle December 2013 - Present
Oracle May 2013 - November 2013
Electronic Arts January 2013 - April 2013
San Mateo Credit Union June 2012 - January 2013
Ki Chan Tea Co August 2010 - January 2013
SHiFT Magazine February 2012 - May 2012
School of Library and Information Science August 2011 - December 2011
Skills
Logo Design, Typography, Adobe Creative Suite, Graphic Design, Branding & Identity, Information Design, Advertising, Packaging, Photoshop, Illustrator, Catalogs, Adobe Acrobat, InDesign, OS X, Image Editing, Graphics, Banners, Brand Development, User Experience, Collateral, Corporate Identity, Visual Communication
Education
San Jose State University
BFA, Graphic Design, Summa Cum Laude
Patrick J Thor's San Mateo Credit Union Experience May 2012 - Present
Job Investment Advisor, CUSO Financial Services, L.P., at San Mateo Credit Union
Industry Financial Services
Experience
San Mateo Credit Union May 2012 - Present
Union Bank March 2009 - November 2011
World Savings Bank/Atlas Securities January 2004 - May 2008
United States Marine Corps December 1992 - December 1996
Education
San Jose State University 2001 — 2003
Bachelor of Arts (B.A.), Philosophy
San Mateo Credit Union May 2012 - Present
Union Bank March 2009 - November 2011
World Savings Bank/Atlas Securities January 2004 - May 2008
United States Marine Corps December 1992 - December 1996
Education
San Jose State University 2001 — 2003
Bachelor of Arts (B.A.), Philosophy
Jessi Giannotti Jessi Giannotti's San Mateo Credit Union Experience April 2014 - Present
Job Business Development Officer Dealer Relationhips at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union April 2014 - Present
San Mateo Credit Union April 2000 - April 2014
Household Finance 1999 - 2000
Fireside Bank 1996 - 1998
Skills
Customer Service, Banking, Consumer Lending, Credit, Loans, Strategic Planning, PowerPoint, Retail Banking, Loan Origination, Business Development, Data Analysis, Project Management, Microsoft Excel, Microsoft Publisher, Consumer Lending..., Collections, Mortgage Lending
Education
California State University-East Bay
San Mateo Credit Union April 2014 - Present
San Mateo Credit Union April 2000 - April 2014
Household Finance 1999 - 2000
Fireside Bank 1996 - 1998
Skills
Customer Service, Banking, Consumer Lending, Credit, Loans, Strategic Planning, PowerPoint, Retail Banking, Loan Origination, Business Development, Data Analysis, Project Management, Microsoft Excel, Microsoft Publisher, Consumer Lending..., Collections, Mortgage Lending
Education
California State University-East Bay
Robert D Oryall Robert D Oryall's San Mateo Credit Union Experience November 2006 - April 2008
Job Personal Protection Professional
Industry Security and Investigations
Experience
Gavin de Becker & Associates, Inc. February 2009 - Present
Gavin de Becker & Associates February 2009 - Present
Bay Area Self Defense LLC. formally Oryall's Martial Arts June 1982 - Present
YRC Logistics April 2008 - March 2009
San Mateo Credit Union November 2006 - April 2008
Visa International April 1991 - October 2006
Skills
Disaster Recovery, Data Center, Management, Physical Security, Security, Project Management, Change Management, Risk Management, Software Documentation, Leadership, Training, Team Building, Windows, Program Management, Servers, Government, Surveillance, Sales, Budgets, SAN, Investigation, Networking, Executive Protection, Storage, Operations Management, Business Planning, IT Management, Team Leadership, Business Continuity, Personal Protection, Corporate Security, System Administration, Security Operations, Protection, Enforcement, Security Management, Vendor Management, Fraud, Risk Assessment, Emergency Management, Outsourcing, Marketing, Software Development, Private Investigations, Process Improvement, Crisis Management, CCTV, Security Clearance, First Aid, Policy
Education
Notre Dame de Namur University 2000 — 2006
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
El Camino
High School Diploma, General Studies
Gavin de Becker & Associates, Inc. February 2009 - Present
Gavin de Becker & Associates February 2009 - Present
Bay Area Self Defense LLC. formally Oryall's Martial Arts June 1982 - Present
YRC Logistics April 2008 - March 2009
San Mateo Credit Union November 2006 - April 2008
Visa International April 1991 - October 2006
Skills
Disaster Recovery, Data Center, Management, Physical Security, Security, Project Management, Change Management, Risk Management, Software Documentation, Leadership, Training, Team Building, Windows, Program Management, Servers, Government, Surveillance, Sales, Budgets, SAN, Investigation, Networking, Executive Protection, Storage, Operations Management, Business Planning, IT Management, Team Leadership, Business Continuity, Personal Protection, Corporate Security, System Administration, Security Operations, Protection, Enforcement, Security Management, Vendor Management, Fraud, Risk Assessment, Emergency Management, Outsourcing, Marketing, Software Development, Private Investigations, Process Improvement, Crisis Management, CCTV, Security Clearance, First Aid, Policy
Education
Notre Dame de Namur University 2000 — 2006
Bachelor of Applied Science (B.A.Sc.), Human Resources Management and Services
El Camino
High School Diploma, General Studies
Leila Perreras Leila Perreras's San Mateo Credit Union Experience April 2015 - Present
Job Business Development Manager at San Mateo Credit Union
Industry Financial Services
Experience
San Mateo Credit Union April 2015 - Present
Provident Credit Union August 2012 - March 2015
First National Bank of Northern California June 2009 - August 2012
Circle Communications June 2007 - December 2011
United Health Credit Union June 2007 - April 2008
San Mateo Credit Union August 2004 - April 2007
Visual Resource 2003 - 2004
Key3Media Events 1999 - 2002
CT Corporation 1999 - 1999
NIA Creative 1996 - 1999
Skills
18 years Business..., 10 years of Management, 6 years of..., 18 years of community..., Cold Calling, Sales Training, Public..., Account Management, Building Business..., Event..., Public Law, Business Development, Event Planning, Branding & Identity, Selling Skills, Networking, Management, Banking, Community Outreach, Public Relations, Training, Marketing, Leadership, Sales, Consumer Lending, Customer Service, New Business Development, Retail, Small Business, Program Management, Recruiting, Budgets, Advertising, Nonprofits, Finance, Loans, Sales Operations, Executive Management, Small Business Lending, Credit, Team Leadership, Public Speaking, Strategic Planning, Team Building
Education
California State University-Sacramento 1988 — 1991
Bachelor's of Science, Business Administration - Marketing
San Mateo Credit Union April 2015 - Present
Provident Credit Union August 2012 - March 2015
First National Bank of Northern California June 2009 - August 2012
Circle Communications June 2007 - December 2011
United Health Credit Union June 2007 - April 2008
San Mateo Credit Union August 2004 - April 2007
Visual Resource 2003 - 2004
Key3Media Events 1999 - 2002
CT Corporation 1999 - 1999
NIA Creative 1996 - 1999
Skills
18 years Business..., 10 years of Management, 6 years of..., 18 years of community..., Cold Calling, Sales Training, Public..., Account Management, Building Business..., Event..., Public Law, Business Development, Event Planning, Branding & Identity, Selling Skills, Networking, Management, Banking, Community Outreach, Public Relations, Training, Marketing, Leadership, Sales, Consumer Lending, Customer Service, New Business Development, Retail, Small Business, Program Management, Recruiting, Budgets, Advertising, Nonprofits, Finance, Loans, Sales Operations, Executive Management, Small Business Lending, Credit, Team Leadership, Public Speaking, Strategic Planning, Team Building
Education
California State University-Sacramento 1988 — 1991
Bachelor's of Science, Business Administration - Marketing
D'Wana Stewart D'Wana Stewart's San Mateo Credit Union Experience May 2009 - August 2009
Job Assistant Digital Media Teacher at June Jordan Small School of Equity
Industry Retail
Experience
June Jordan Small School of Equity March 2013 - Present
Bay Area Video Coalition October 2012 - Present
Macy's July 2010 - Present
San Mateo Credit Union May 2009 - August 2009
Cinemark April 2008 - August 2008
Skills
Video Editing, Studio Lighting, Audio Editing, Photoshop, Switchboard Operator, Final Cut Pro, Camera Operating, Studio Camera Operation, iMovie, Television, Documentaries, Customer Service, Camera Operation
Education
San Francisco State University 2013 — 2015
Bachelor’s Degree, Broadcast and Electronic Communication Arts, Senior
City College of San Francisco 2009 — 2012
Broadcast Journalism
UC Davis 2008 — 2008
English Language and Literature/Letters
June Jordan Small School For Equity 2004 — 2008
High School Dipolma, Television Broadcasting Technology/Technician
June Jordan Small School of Equity March 2013 - Present
Bay Area Video Coalition October 2012 - Present
Macy's July 2010 - Present
San Mateo Credit Union May 2009 - August 2009
Cinemark April 2008 - August 2008
Skills
Video Editing, Studio Lighting, Audio Editing, Photoshop, Switchboard Operator, Final Cut Pro, Camera Operating, Studio Camera Operation, iMovie, Television, Documentaries, Customer Service, Camera Operation
Education
San Francisco State University 2013 — 2015
Bachelor’s Degree, Broadcast and Electronic Communication Arts, Senior
City College of San Francisco 2009 — 2012
Broadcast Journalism
UC Davis 2008 — 2008
English Language and Literature/Letters
June Jordan Small School For Equity 2004 — 2008
High School Dipolma, Television Broadcasting Technology/Technician
Karina Lira Karina Lira's San Mateo Credit Union Experience June 2012 - August 2012
Job Intern at Santa Clara District Attorneys
Industry Law Practice
Experience
Santa Clara District Attorneys June 2015 - Present
San Francisco District Attorney's Office June 2013 - September 2013
San Mateo Credit Union June 2012 - August 2012
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Team Building, Customer Service, Event Planning, Fundraising, Human Resources, Higher Education, Illustrator, Community Outreach, Outlook, Photoshop, Retail, Youth Mentoring, First Aid
Education
UC Santa Barbara 2011 — 2015
Bachelor's degree, Political Science and International Global Studies
East Palo Alto Academy 2008 — 2011
Santa Clara District Attorneys June 2015 - Present
San Francisco District Attorney's Office June 2013 - September 2013
San Mateo Credit Union June 2012 - August 2012
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Team Building, Customer Service, Event Planning, Fundraising, Human Resources, Higher Education, Illustrator, Community Outreach, Outlook, Photoshop, Retail, Youth Mentoring, First Aid
Education
UC Santa Barbara 2011 — 2015
Bachelor's degree, Political Science and International Global Studies
East Palo Alto Academy 2008 — 2011
Mary Grace Marcos's San Mateo Credit Union Experience January 1998 - January 2000
Job BRG Global Space Planner for Juniper Networks
Industry Architecture & Planning
Experience
BRG December 2014 - Present
CBRE October 2012 - July 2014
AT&T Global Services January 2001 - March 2010
San Mateo Credit Union January 1998 - January 2000
Skills
Customer Service, VoIP, Telecommunications, Project Management, Sales, Team Building, Outlook, Troubleshooting, Project Coordination, Project Planning, Service Coordination, Proficient in Microsoft..., Customer Satisfaction, Microsoft Office, Call Center, Electronics, Product Development, Customer Retention, Customer Experience, Software Documentation, Vendor Management, Team Leadership, Solution Implementation, Problem Solving, Service Delivery, Service Management, Space planning, Space Management, Capacity Building, Building Services, Building Maintenance, CAD/CAM Software, AutoCAD, Business Objects, IP, Call Centers, Analysis, Management, Access, Strategy, Microsoft Excel, Facilities Management
Education
California State University-East Bay 2009 — 2016
(In Progress) Bachelor of Business Administration (B.B.A.), Corporate Management
City College of San Francisco 2005 — 2008
Associate's Degree, Business
BRG December 2014 - Present
CBRE October 2012 - July 2014
AT&T Global Services January 2001 - March 2010
San Mateo Credit Union January 1998 - January 2000
Skills
Customer Service, VoIP, Telecommunications, Project Management, Sales, Team Building, Outlook, Troubleshooting, Project Coordination, Project Planning, Service Coordination, Proficient in Microsoft..., Customer Satisfaction, Microsoft Office, Call Center, Electronics, Product Development, Customer Retention, Customer Experience, Software Documentation, Vendor Management, Team Leadership, Solution Implementation, Problem Solving, Service Delivery, Service Management, Space planning, Space Management, Capacity Building, Building Services, Building Maintenance, CAD/CAM Software, AutoCAD, Business Objects, IP, Call Centers, Analysis, Management, Access, Strategy, Microsoft Excel, Facilities Management
Education
California State University-East Bay 2009 — 2016
(In Progress) Bachelor of Business Administration (B.B.A.), Corporate Management
City College of San Francisco 2005 — 2008
Associate's Degree, Business
Frank Castaneda Frank Castaneda's San Mateo Credit Union Experience September 2008 - September 2009
Job Account Executive at Robert Half Technology
Industry Staffing and Recruiting
Experience
Robert Half Technology December 2014 - Present
JPMorgan Chase May 2013 - November 2014
JPMorgan Chase July 2011 - November 2014
San Mateo Credit Union September 2008 - September 2009
Skills
Loans, Credit, Banking, Consumer Lending, Lines Of Credit, Series 6, Mortgage Lending, Retail Banking, Loan Origination, Life Insurance, Cross Selling, Refinance, Personal Banking, Cash Management, Home Equity Lines of..., Credit Cards, Series 63, Internet Banking, Contract Recruitment, Marketing, Recruiting, Sales, Account Management, Leadership, Cold Calling, Microsoft Office, Customer Service
Education
University of California, Davis 2009 — 2011
Sociology (Law &Society), Sociology
Foothill College 2006 — 2009
Associate's degree, Individual Studies
Mckinley Middle School
Mckinley Middle School
Robert Half Technology December 2014 - Present
JPMorgan Chase May 2013 - November 2014
JPMorgan Chase July 2011 - November 2014
San Mateo Credit Union September 2008 - September 2009
Skills
Loans, Credit, Banking, Consumer Lending, Lines Of Credit, Series 6, Mortgage Lending, Retail Banking, Loan Origination, Life Insurance, Cross Selling, Refinance, Personal Banking, Cash Management, Home Equity Lines of..., Credit Cards, Series 63, Internet Banking, Contract Recruitment, Marketing, Recruiting, Sales, Account Management, Leadership, Cold Calling, Microsoft Office, Customer Service
Education
University of California, Davis 2009 — 2011
Sociology (Law &Society), Sociology
Foothill College 2006 — 2009
Associate's degree, Individual Studies
Mckinley Middle School
Mckinley Middle School
Erick Orellana Erick Orellana's San Mateo Credit Union Experience January 1998 - February 1999
Job President/CEO Comunidad Latina Federal Credit Union
Industry Financial Services
Experience
Comunidad Latina Federal Credit Union February 2015 - Present
State of California, Department of Business Oversight (DBO) January 2014 - September 2014
Nikkei Credit UnionGuided the credit union through the Great Recession by effectively managing all a December 2004 - March 2013
Southern California Postal Credit Union July 2000 - December 2004
California and Nevada Credit Union Leagues March 2000 - June 2000
LBS Financial Credit Union October 1999 - March 2000
California and Nevada Credit Union Leagues April 1999 - September 1999
San Mateo Credit Union January 1998 - February 1999
ARCO Federal Credit Union February 1992 - December 1997
Skills
Loans, Credit Unions, Banking, Credit, Executive Management, Financial Analysis, Consumer Lending, Strategic Planning, Risk Management, Business Planning, New Business Development, Sales, Coaching, Marketing, Budgets, Mortgage Lending, Team Building, Process Improvement, Public Speaking, Customer Service, Leadership Development, Marketing Strategy, Sales Management, Leadership, Financial Institutions, Business Development, Finance, Business Strategy, Financial Services, Investments, Mergers & Acquisitions, Strategy, Vendor Management, Change Management, Commercial Lending, Credit Cards, Portfolio Management, Loan Origination, Credit Analysis, Insurance, Small Business Lending, Credit Risk, Financial Risk, Underwriting, Debit Cards, Retail Banking, ALM, Commercial Banking, Strategic Financial..., Cash Management
Education
Western CUNA Management School 1996 — 1998
University of Pennsylvania - The Wharton School
Credit Union Executives Society CEO Institute, Emphasis in Strategic Planning
Comunidad Latina Federal Credit Union February 2015 - Present
State of California, Department of Business Oversight (DBO) January 2014 - September 2014
Nikkei Credit UnionGuided the credit union through the Great Recession by effectively managing all a December 2004 - March 2013
Southern California Postal Credit Union July 2000 - December 2004
California and Nevada Credit Union Leagues March 2000 - June 2000
LBS Financial Credit Union October 1999 - March 2000
California and Nevada Credit Union Leagues April 1999 - September 1999
San Mateo Credit Union January 1998 - February 1999
ARCO Federal Credit Union February 1992 - December 1997
Skills
Loans, Credit Unions, Banking, Credit, Executive Management, Financial Analysis, Consumer Lending, Strategic Planning, Risk Management, Business Planning, New Business Development, Sales, Coaching, Marketing, Budgets, Mortgage Lending, Team Building, Process Improvement, Public Speaking, Customer Service, Leadership Development, Marketing Strategy, Sales Management, Leadership, Financial Institutions, Business Development, Finance, Business Strategy, Financial Services, Investments, Mergers & Acquisitions, Strategy, Vendor Management, Change Management, Commercial Lending, Credit Cards, Portfolio Management, Loan Origination, Credit Analysis, Insurance, Small Business Lending, Credit Risk, Financial Risk, Underwriting, Debit Cards, Retail Banking, ALM, Commercial Banking, Strategic Financial..., Cash Management
Education
Western CUNA Management School 1996 — 1998
University of Pennsylvania - The Wharton School
Credit Union Executives Society CEO Institute, Emphasis in Strategic Planning
Lizette Tran Lizette Tran's San Mateo Credit Union Experience March 2011 - Present
Job Branch Manager at San Mateo Credit Union
Industry Banking
Experience
The North Peninsula Food Pantry & Dining Center of Daly City September 2014 - Present
San Mateo Credit Union March 2011 - Present
Daly City - Colma Chamber of Commerce 2013 - Present
Devry University September 2013 - December 2013
Provident Credit Union 2009 - 2011
Bank of America 2000 - 2009
Skills
Credit, Consumer Lending, Banking, Loans, Mortgage Lending, Small Business Lending, Branch Management, Mortgage Banking, Loan Origination, Retail Banking, Refinance, Cross Selling, FHA, Credit Analysis, Branch Banking, Credit Unions, Residential Mortgages, Commercial Lending, Cash Management, Leadership, Commercial Banking, Lines Of Credit, Underwriting, Commercial Mortgages, Credit Cards, Deposits, Financial Services, Home Equity Lines of..., Home Equity Loans, Loss Mitigation, Portfolio Management, Relationship Management, Finance, Loan Servicing, Internet Banking, Funding
Education
Pomona College 2013 — 2015
San Francisco State University
Bachelor of Arts (B.A.), Communication, General
The North Peninsula Food Pantry & Dining Center of Daly City September 2014 - Present
San Mateo Credit Union March 2011 - Present
Daly City - Colma Chamber of Commerce 2013 - Present
Devry University September 2013 - December 2013
Provident Credit Union 2009 - 2011
Bank of America 2000 - 2009
Skills
Credit, Consumer Lending, Banking, Loans, Mortgage Lending, Small Business Lending, Branch Management, Mortgage Banking, Loan Origination, Retail Banking, Refinance, Cross Selling, FHA, Credit Analysis, Branch Banking, Credit Unions, Residential Mortgages, Commercial Lending, Cash Management, Leadership, Commercial Banking, Lines Of Credit, Underwriting, Commercial Mortgages, Credit Cards, Deposits, Financial Services, Home Equity Lines of..., Home Equity Loans, Loss Mitigation, Portfolio Management, Relationship Management, Finance, Loan Servicing, Internet Banking, Funding
Education
Pomona College 2013 — 2015
San Francisco State University
Bachelor of Arts (B.A.), Communication, General
Julie Ann Regala Julie Ann Regala's San Mateo Credit Union Experience Consumer/Mortgage Lending, Underwriting, Loan Review and AnalysisChief Financial OfficerSelf-employedMay 2012 - Present
Job Loan Officer at San Mateo Credit Union
Industry Information Technology and Services
Experience
San Mateo Credit Union Consumer/Mortgage Lending, Underwriting, Loan Review and AnalysisChief Financial OfficerSelf-employedMay 2012 - Present
Skills
Financial Reporting, Forecasting, Managerial Finance, Strategic Planning, Financial Analysis, Business Analysis, Process Improvement, Strategic Financial...
Education
Notre Dame de Namur University 2005 — 2012
MBA, Finance, General, Finance and Financial Management Services
San Mateo Credit Union Consumer/Mortgage Lending, Underwriting, Loan Review and AnalysisChief Financial OfficerSelf-employedMay 2012 - Present
Skills
Financial Reporting, Forecasting, Managerial Finance, Strategic Planning, Financial Analysis, Business Analysis, Process Improvement, Strategic Financial...
Education
Notre Dame de Namur University 2005 — 2012
MBA, Finance, General, Finance and Financial Management Services
Ann Farace Ann Farace's San Mateo Credit Union Experience November 2006 - November 2008
Job Licensed Nurse
Industry Hospital & Health Care
Experience
Feather River Health Center April 2011 - Present
LifeHOUSE Properties March 2010 - April 2011
San Mateo Credit Union November 2006 - November 2008
Comerica Bank November 2003 - November 2005
Wells Fargo Bank June 2000 - November 2002
Skills
Operations Management, Management, Nursing, Behavioral Health, Account Management, Budgets, Leadership
Education
National University 2009 — 2009
NA, Nursing
University of Phoenix 2000 — 2003
M.S., Organizational Management
University of Phoenix 1999 — 2001
B.S., Computer Science
Feather River Health Center April 2011 - Present
LifeHOUSE Properties March 2010 - April 2011
San Mateo Credit Union November 2006 - November 2008
Comerica Bank November 2003 - November 2005
Wells Fargo Bank June 2000 - November 2002
Skills
Operations Management, Management, Nursing, Behavioral Health, Account Management, Budgets, Leadership
Education
National University 2009 — 2009
NA, Nursing
University of Phoenix 2000 — 2003
M.S., Organizational Management
University of Phoenix 1999 — 2001
B.S., Computer Science
Taya (Dahl) Kirby Taya (Dahl) Kirby's San Mateo Credit Union Experience March 2004 - April 2010
Job Earnest
Industry Financial Services
Experience
Earnest Inc. February 2015 - Present
Foothill Securities, Inc. August 2013 - January 2015
San Francisco Federal Credit Unoin October 2011 - June 2013
San Mateo Credit Union March 2004 - April 2010
American General Financial Services February 2002 - February 2004
WESTCORP 1994 - 1995
Skills
Loans, Consumer Lending, Banking, Credit, Credit Unions, Loss Mitigation, Residential Mortgages, Customer Service, Sales, Management, Credit Analysis, Investments, Retail Banking, Mortgage Lending, Financial Analysis, Risk Management, Funding, Mortgage Banking
Education
Skyline College 1988 — 1990
N/A, General/Business
Earnest Inc. February 2015 - Present
Foothill Securities, Inc. August 2013 - January 2015
San Francisco Federal Credit Unoin October 2011 - June 2013
San Mateo Credit Union March 2004 - April 2010
American General Financial Services February 2002 - February 2004
WESTCORP 1994 - 1995
Skills
Loans, Consumer Lending, Banking, Credit, Credit Unions, Loss Mitigation, Residential Mortgages, Customer Service, Sales, Management, Credit Analysis, Investments, Retail Banking, Mortgage Lending, Financial Analysis, Risk Management, Funding, Mortgage Banking
Education
Skyline College 1988 — 1990
N/A, General/Business
Anni Chu Anni Chu's San Mateo Credit Union Experience November 1997 - September 1998
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker October 1997 - Present
San Mateo Credit Union November 1997 - September 1998
Franklin Templeton Group January 1996 - November 1997
Franklin Templeton Group April 1995 - January 1996
Franklin Templeton Group May 1992 - March 1995
Franklin Templeton Group May 1989 - April 1992
Skills
Management, Budgets, Finance, Training, Financial Reporting, Accounting, Negotiation, Recruiting, Payroll, Residential Homes, Corporate Finance, General Ledger, Sellers, Buyer Representation, Short Sales, First Time Home Buyers, Listings, Relocation, Single Family Homes, New Home Sales
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science, Finance and Accounting
Coldwell Banker October 1997 - Present
San Mateo Credit Union November 1997 - September 1998
Franklin Templeton Group January 1996 - November 1997
Franklin Templeton Group April 1995 - January 1996
Franklin Templeton Group May 1992 - March 1995
Franklin Templeton Group May 1989 - April 1992
Skills
Management, Budgets, Finance, Training, Financial Reporting, Accounting, Negotiation, Recruiting, Payroll, Residential Homes, Corporate Finance, General Ledger, Sellers, Buyer Representation, Short Sales, First Time Home Buyers, Listings, Relocation, Single Family Homes, New Home Sales
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science, Finance and Accounting
Colin Smith's San Mateo Credit Union Experience May 2007 - May 2008
Job Director of Sales @ Zoomforth, Startup Advisor and Investor
Industry Information Technology and Services
Experience
Zoomforth May 2015 - Present
BirdEye Inc. July 2013 - December 2014
Salesforce.com January 2013 - July 2013
Intuit (Demandforce before acquisition) August 2010 - January 2013
Blubird Consulting July 2010 - 2013
Serious Materials August 2009 - August 2010
LongJump - Acquired By SoftwareAG - April 2013 May 2008 - May 2009
San Mateo Credit Union May 2007 - May 2008
Symantec April 2006 - April 2007
Skills
Salesforce.com, Sales Management, Customer Relations, Solution Selling, Social Media Marketing, Market Analysis, Client Retention, SaaS, Sales, Customer Service, Customer Retention, Sales Operations, Lead Generation, CRM, Cloud Computing, Leadership, Business Development, Management, Time Management, Account Management, E-commerce, Start-ups, Mobile Devices, SEO, Marketing, Direct Marketing, Enterprise Software, Strategic Partnerships, Marketing Strategy, New Business Development, Go-to-market Strategy, Cold Calling, Sales Process, Direct Sales, Consulting, Entrepreneurship, Online Advertising, Social Media, B2B, Strategy
Education
Sandler Training - Salesforce.com 2013 — 2013
Hamline University 2002 — 2005
BA, Sociology
Monticello High School
University of Oregon
Zoomforth May 2015 - Present
BirdEye Inc. July 2013 - December 2014
Salesforce.com January 2013 - July 2013
Intuit (Demandforce before acquisition) August 2010 - January 2013
Blubird Consulting July 2010 - 2013
Serious Materials August 2009 - August 2010
LongJump - Acquired By SoftwareAG - April 2013 May 2008 - May 2009
San Mateo Credit Union May 2007 - May 2008
Symantec April 2006 - April 2007
Skills
Salesforce.com, Sales Management, Customer Relations, Solution Selling, Social Media Marketing, Market Analysis, Client Retention, SaaS, Sales, Customer Service, Customer Retention, Sales Operations, Lead Generation, CRM, Cloud Computing, Leadership, Business Development, Management, Time Management, Account Management, E-commerce, Start-ups, Mobile Devices, SEO, Marketing, Direct Marketing, Enterprise Software, Strategic Partnerships, Marketing Strategy, New Business Development, Go-to-market Strategy, Cold Calling, Sales Process, Direct Sales, Consulting, Entrepreneurship, Online Advertising, Social Media, B2B, Strategy
Education
Sandler Training - Salesforce.com 2013 — 2013
Hamline University 2002 — 2005
BA, Sociology
Monticello High School
University of Oregon
Harry Poslun's San Mateo Credit Union Experience September 2003 - April 2004
Job Senior Software Applications Manager at Caring Homecare
Industry Internet
Experience
Caring Homecare August 2015 - Present
Systemax North American Technology Group (TigerDirect, CompUSA, Circuit City) February 2008 - March 2015
Discovery Programs August 2007 - December 2007
MediaTraks Global, LLC August 2006 - January 2007
Hispanic Credit Union August 2002 - May 2006
San Mateo Credit Union September 2003 - April 2004
Intel Corporation June 1995 - March 2002
Sun Microsystems February 1994 - March 1995
Skills
MVC, MySQL, JavaScript, AJAX, C#, ASP.NET, Microsoft SQL Server, VB.NET, XML, T-SQL Stored Procedures, jQuery
Education
Florida International University - College of Engineering & Computing 2007 — 2008
Video Technical Institute 1986 — 1988
Bachelor of Science (BS), Applied Electronic Technology
University of Florida 1978 — 1981
Physics and Mathematics
Computer Sciences Intitute
370 BAL (Basic Assembler Language)
National Science Foundation's Nuclear Energy Workshop
Caring Homecare August 2015 - Present
Systemax North American Technology Group (TigerDirect, CompUSA, Circuit City) February 2008 - March 2015
Discovery Programs August 2007 - December 2007
MediaTraks Global, LLC August 2006 - January 2007
Hispanic Credit Union August 2002 - May 2006
San Mateo Credit Union September 2003 - April 2004
Intel Corporation June 1995 - March 2002
Sun Microsystems February 1994 - March 1995
Skills
MVC, MySQL, JavaScript, AJAX, C#, ASP.NET, Microsoft SQL Server, VB.NET, XML, T-SQL Stored Procedures, jQuery
Education
Florida International University - College of Engineering & Computing 2007 — 2008
Video Technical Institute 1986 — 1988
Bachelor of Science (BS), Applied Electronic Technology
University of Florida 1978 — 1981
Physics and Mathematics
Computer Sciences Intitute
370 BAL (Basic Assembler Language)
National Science Foundation's Nuclear Energy Workshop
Valyncia Smith, PHR, SHRM-CP's San Mateo Credit Union Experience 2011 - April 2012
Job HR Outsourcing Administrator at MacCorkle Insurance Service
Industry Insurance
Experience
MacCorkle Insurance Service 2012 - Present
San Mateo Credit Union 2011 - April 2012
Rolta International Inc. 2007 - 2011
Rolta International Inc,USA 2006 - 2007
Oglethorpe University 2003 - 2006
Skills
Employee Benefits, Office Management, Microsoft Excel, Customer Service, Benefits Administration, Microsoft Office, Microsoft Word, PowerPoint, Adobe Creative Suite, Photoshop, Outlook, Human Resources, Word, Research, Adobe Acrobat, CSS Javascript, AJAX, Administrative..., Bookkeeping, General Ledger, HRIS, Invoicing, JavaScript, QuickBooks, Oracle HR, Wordpress, XHTML, Accounts Receivable, Accounts Payable, Psychology, Biology, Administrative..., Training, Management, Payroll, Public Speaking
Education
Oglethorpe University 2000 — 2004
B.S., Biopsychology, Biology, Psychology
MacCorkle Insurance Service 2012 - Present
San Mateo Credit Union 2011 - April 2012
Rolta International Inc. 2007 - 2011
Rolta International Inc,USA 2006 - 2007
Oglethorpe University 2003 - 2006
Skills
Employee Benefits, Office Management, Microsoft Excel, Customer Service, Benefits Administration, Microsoft Office, Microsoft Word, PowerPoint, Adobe Creative Suite, Photoshop, Outlook, Human Resources, Word, Research, Adobe Acrobat, CSS Javascript, AJAX, Administrative..., Bookkeeping, General Ledger, HRIS, Invoicing, JavaScript, QuickBooks, Oracle HR, Wordpress, XHTML, Accounts Receivable, Accounts Payable, Psychology, Biology, Administrative..., Training, Management, Payroll, Public Speaking
Education
Oglethorpe University 2000 — 2004
B.S., Biopsychology, Biology, Psychology
Jon Carlson's San Mateo Credit Union Experience April 2005 - Present
Job AVP Operations & Compliance at San Mateo CU
Industry Banking
Experience
San Mateo Credit Union April 2005 - Present
Meriwest Credit Union May 2003 - April 2005
Skills
Banking, Finance, Loans, Credit, Credit Unions, Retail Banking, Risk Management, Consumer Lending, Loan Origination, Financial Analysis, Branch Management, Credit Analysis, Mortgage Banking, Customer Service, Financial Services, Small Business Lending, Financial Reporting, Portfolio Management, Underwriting, Executive Management, Investments, Operations Management, Insurance, Debit Cards, Retirement Savings, Microsoft Excel, Compliance Management
Education
University of New Hampshire
Bachelor of Arts (B.A.), Economics
Tufts University
San Mateo Credit Union April 2005 - Present
Meriwest Credit Union May 2003 - April 2005
Skills
Banking, Finance, Loans, Credit, Credit Unions, Retail Banking, Risk Management, Consumer Lending, Loan Origination, Financial Analysis, Branch Management, Credit Analysis, Mortgage Banking, Customer Service, Financial Services, Small Business Lending, Financial Reporting, Portfolio Management, Underwriting, Executive Management, Investments, Operations Management, Insurance, Debit Cards, Retirement Savings, Microsoft Excel, Compliance Management
Education
University of New Hampshire
Bachelor of Arts (B.A.), Economics
Tufts University
Dale Haltenhof's San Mateo Credit Union Experience April 2010 - January 2011
Job Executive Assistant/Project Management
Industry Facilities Services
Experience
San Mateo Credit Union April 2010 - January 2011
Visa November 2005 - September 2007
Mercedes Benz USA September 2001 - January 2003
Optio Software February 1999 - July 2001
Oracle August 1994 - May 1998
AT&T July 1985 - February 1992
Skills
Administrative Support, Spreadsheets, Icd - 9, Appointment Scheduling, Microsoft Office, Adobe, Contract Management, MS Project, Excel, PowerPoint, Outlook, Word, Access, Patent Portfolio..., Microsoft Excel, Human Resources, Microsoft Word, Strategy, Business Development
Education
Berkeley College 1972 — 1973
yes, Business Administration
Union County College 1971 — 1973
No, Business Administration
San Mateo Credit Union April 2010 - January 2011
Visa November 2005 - September 2007
Mercedes Benz USA September 2001 - January 2003
Optio Software February 1999 - July 2001
Oracle August 1994 - May 1998
AT&T July 1985 - February 1992
Skills
Administrative Support, Spreadsheets, Icd - 9, Appointment Scheduling, Microsoft Office, Adobe, Contract Management, MS Project, Excel, PowerPoint, Outlook, Word, Access, Patent Portfolio..., Microsoft Excel, Human Resources, Microsoft Word, Strategy, Business Development
Education
Berkeley College 1972 — 1973
yes, Business Administration
Union County College 1971 — 1973
No, Business Administration
Eileen Vogler's San Mateo Credit Union Experience July 2015 - Present
Job RE Underwriter
Industry Consumer Services
Experience
San Mateo Credit Union July 2015 - Present
Merrimack Mortgage Company, Inc. June 2012 - July 2015
Merrimack Mortgage Company, Inc. August 2010 - February 2011
Classic Landscapes Inc. March 2004 - September 2010
Skills
Quickbooks Pro, Microsoft Office, Accounts Payable, Accounts Receivable, Word, Mortgage Banking, Credit, Refinance, Analysis, Banking, Leadership, Microsoft Word, QuickBooks, Small Business, Loans, FHA, Investment Properties, Mortgage Lending, Residential Mortgages, USDA, Team Building, VA Loans, FHA Financing, Real Estate
Education
Manchester Community College 2012 — 2014
Associates, Accounting, currently enrolled
Pinkerton Academy 1974 — 1977
Business
San Mateo Credit Union July 2015 - Present
Merrimack Mortgage Company, Inc. June 2012 - July 2015
Merrimack Mortgage Company, Inc. August 2010 - February 2011
Classic Landscapes Inc. March 2004 - September 2010
Skills
Quickbooks Pro, Microsoft Office, Accounts Payable, Accounts Receivable, Word, Mortgage Banking, Credit, Refinance, Analysis, Banking, Leadership, Microsoft Word, QuickBooks, Small Business, Loans, FHA, Investment Properties, Mortgage Lending, Residential Mortgages, USDA, Team Building, VA Loans, FHA Financing, Real Estate
Education
Manchester Community College 2012 — 2014
Associates, Accounting, currently enrolled
Pinkerton Academy 1974 — 1977
Business
Kathy Reynoso's San Mateo Credit Union Experience January 2014 - Present
Job Support Services Representative
Industry Banking
Experience
San Mateo Credit Union January 2014 - Present
San Mateo Credit Union June 2006 - January 2014
Specialty Towing August 2003 - June 2006
BT Laser Inc. August 2002 - August 2003
Skills
Customer Service, Microsoft Office, Banking, Microsoft Excel, Microsoft Word, Project Management, PowerPoint, Event Planning, Human Resources, Leadership, Office Administration, Outlook, Training, Call Centers
Education
Santa Clara University 2001 — 2005
B.S., Psychology, Spanish
Sacred Heart Prep. 1997 — 2001
High School Degree
San Mateo Credit Union January 2014 - Present
San Mateo Credit Union June 2006 - January 2014
Specialty Towing August 2003 - June 2006
BT Laser Inc. August 2002 - August 2003
Skills
Customer Service, Microsoft Office, Banking, Microsoft Excel, Microsoft Word, Project Management, PowerPoint, Event Planning, Human Resources, Leadership, Office Administration, Outlook, Training, Call Centers
Education
Santa Clara University 2001 — 2005
B.S., Psychology, Spanish
Sacred Heart Prep. 1997 — 2001
High School Degree
Andrew Tiña's San Mateo Credit Union Experience October 2007 - January 2008
Job Accountant at Western Roofing Service
Industry Construction
Experience
Western Roofing Service February 2008 - Present
San Mateo Credit Union October 2007 - January 2008
UC Santa Cruz June 2006 - June 2007
Education
University of California, Santa Cruz 2003 — 2007
B.A., Business Management Economics
Western Roofing Service February 2008 - Present
San Mateo Credit Union October 2007 - January 2008
UC Santa Cruz June 2006 - June 2007
Education
University of California, Santa Cruz 2003 — 2007
B.A., Business Management Economics
Luis Paraiso's San Mateo Credit Union Experience February 2008 - December 2008
Job Deal Development, RFP Specialist at McKesson
Industry Pharmaceuticals
Experience
McKesson May 2015 - Present
McKesson June 2013 - May 2015
Genworth Financial Wealth Management, Inc. March 2010 - May 2013
Visa Inc April 2009 - September 2009
San Mateo Credit Union February 2008 - December 2008
WaMu Investments, Inc May 2006 - February 2008
E*Trade Financial Clearing LLC April 2004 - December 2005
Citibank (West) August 2003 - March 2004
Bank of America Securities LLC February 2000 - June 2003
Skills
Investments, Salesforce.com, Mutual Funds, Series 7, Securities, Credit, Account Management, Series 63, Finance, Analysis, CRM, Management, Accounting, Access, Process Improvement, Portfolio Management, Sales, Training, Financial Services, Leadership
Education
University of San Francisco 1995 — 1999
Bachelors of Science, Finance
McKesson May 2015 - Present
McKesson June 2013 - May 2015
Genworth Financial Wealth Management, Inc. March 2010 - May 2013
Visa Inc April 2009 - September 2009
San Mateo Credit Union February 2008 - December 2008
WaMu Investments, Inc May 2006 - February 2008
E*Trade Financial Clearing LLC April 2004 - December 2005
Citibank (West) August 2003 - March 2004
Bank of America Securities LLC February 2000 - June 2003
Skills
Investments, Salesforce.com, Mutual Funds, Series 7, Securities, Credit, Account Management, Series 63, Finance, Analysis, CRM, Management, Accounting, Access, Process Improvement, Portfolio Management, Sales, Training, Financial Services, Leadership
Education
University of San Francisco 1995 — 1999
Bachelors of Science, Finance
Rand Shamas's San Mateo Credit Union Experience September 2003 - July 2014
Job IT Operations Manager at ForeScout Technologies Inc.
Industry Banking
Experience
ForeScout Technologies Inc. August 2015 - Present
ForeScout Technologies March 2015 - Present
ForeScout Technologies July 2014 - Present
San Mateo Credit Union September 2003 - July 2014
Connex Credit Union June 2002 - June 2003
Eastman Kodak Company October 1999 - May 2002
Skills
DNS, Active Directory, Network Security, DHCP, Servers, Microsoft Exchange, VPN, Firewalls, TCP/IP, Cisco Technologies, Switches, Troubleshooting, IIS, VMware ESX, Networking, Technical Support, Unix, Virtualization
Education
Southern Connecticut State University 1999 — 2001
Bachelor of Science, Computer Science - Information Systems
Gateway Community Technical College 1997 — 1999
Associate, Science and; Computer Science Technology
ForeScout Technologies Inc. August 2015 - Present
ForeScout Technologies March 2015 - Present
ForeScout Technologies July 2014 - Present
San Mateo Credit Union September 2003 - July 2014
Connex Credit Union June 2002 - June 2003
Eastman Kodak Company October 1999 - May 2002
Skills
DNS, Active Directory, Network Security, DHCP, Servers, Microsoft Exchange, VPN, Firewalls, TCP/IP, Cisco Technologies, Switches, Troubleshooting, IIS, VMware ESX, Networking, Technical Support, Unix, Virtualization
Education
Southern Connecticut State University 1999 — 2001
Bachelor of Science, Computer Science - Information Systems
Gateway Community Technical College 1997 — 1999
Associate, Science and; Computer Science Technology
Julie Ann (Jan) Regala MBA's San Mateo Credit Union Experience August 2013 - Present
Job Mortgage Loan Officer
Industry Banking
Experience
San Mateo Credit Union August 2013 - Present
Magellan Solutions USA 2012 - Present
San Mateo Credit Union March 2005 - August 2013
San Francisco Federal Credit Union September 1997 - March 2005
Bank of America January 1996 - March 1997
Skills
Financial Analysis, Customer Service, Microsoft Excel, Loans, Accounting, Microsoft Office, Budgets, Microsoft Word, Credit Unions, Consumer Lending, Strategic Planning, Recruiting, Credit, PowerPoint, Banking, Public Speaking, Project Management, HomePath, Research, Super Jumbo, Mortgage Lending, Risk Management, Credit Analysis, Loan Origination, Cash Management, Finance, Real Estate, Portfolio Management, Financial Modeling, Underwriting, Analysis, Refinance, Retail Banking
Education
Notre Dame de Namur University 2009 — 2011
Master of Business Administration (MBA), Finance, General
Notre Dame de Namur University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
San Mateo Credit Union August 2013 - Present
Magellan Solutions USA 2012 - Present
San Mateo Credit Union March 2005 - August 2013
San Francisco Federal Credit Union September 1997 - March 2005
Bank of America January 1996 - March 1997
Skills
Financial Analysis, Customer Service, Microsoft Excel, Loans, Accounting, Microsoft Office, Budgets, Microsoft Word, Credit Unions, Consumer Lending, Strategic Planning, Recruiting, Credit, PowerPoint, Banking, Public Speaking, Project Management, HomePath, Research, Super Jumbo, Mortgage Lending, Risk Management, Credit Analysis, Loan Origination, Cash Management, Finance, Real Estate, Portfolio Management, Financial Modeling, Underwriting, Analysis, Refinance, Retail Banking
Education
Notre Dame de Namur University 2009 — 2011
Master of Business Administration (MBA), Finance, General
Notre Dame de Namur University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Robina Dutt Singh's San Mateo Credit Union Experience 1996 - 2009
Job at SF Police CU
Industry Banking
Experience
SF Police Credit Union June 2010 - Present
san mateo credit union 1996 - 2009
Skills
Loans, Banking, Credit Unions, Consumer Lending, Customer Service, Strategic Planning, Risk Management, Microsoft Office, Credit, Business Development, Credit Analysis
Education
College of San Mateo 2009 — 2010
SF Police Credit Union June 2010 - Present
san mateo credit union 1996 - 2009
Skills
Loans, Banking, Credit Unions, Consumer Lending, Customer Service, Strategic Planning, Risk Management, Microsoft Office, Credit, Business Development, Credit Analysis
Education
College of San Mateo 2009 — 2010
Paul Scannell's San Mateo Credit Union Experience 1993 - Present
Job
Industry
Experience
San Mateo Credit Union 1993 - Present
San Mateo County 1982 - 2007
Skills
Strategic Planning
Education
Golden Gate University 1968 — 1971
Master's Degree, Public Administration
University of california 1962 — 1964
University of San Francisco 1958 — 1962
Bachelor's Degree, Economics
ARHS
San Mateo Credit Union 1993 - Present
San Mateo County 1982 - 2007
Skills
Strategic Planning
Education
Golden Gate University 1968 — 1971
Master's Degree, Public Administration
University of california 1962 — 1964
University of San Francisco 1958 — 1962
Bachelor's Degree, Economics
ARHS
Wade Painter's San Mateo Credit Union Experience May 2015 - Present
Job President/CEO at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union May 2015 - Present
Redwood Credit Union January 2009 - Present
RSM McGladrey July 2001 - January 2009
McGladrey July 2001 - January 2009
Skills
Auditing, Banking, Corporate Governance, Credit, Finance, Financial Analysis, Financial Institutions, Financial Reporting, Financial Risk, Leadership, Loans, Mortgage Lending, Process Improvement, Project Management, Risk Management, Strategic Planning, Team Building, Vendor Management
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
San Mateo Credit Union May 2015 - Present
Redwood Credit Union January 2009 - Present
RSM McGladrey July 2001 - January 2009
McGladrey July 2001 - January 2009
Skills
Auditing, Banking, Corporate Governance, Credit, Finance, Financial Analysis, Financial Institutions, Financial Reporting, Financial Risk, Leadership, Loans, Mortgage Lending, Process Improvement, Project Management, Risk Management, Strategic Planning, Team Building, Vendor Management
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
Frank Castaneda's San Mateo Credit Union Experience August 2008 - August 2010
Job Student at University of California, Davis
Industry Banking
Experience
JPMorgan Chase July 2011 - Present
San Mateo Credit Union August 2008 - August 2010
Education
University of California, Davis 2009 — 2011
JPMorgan Chase July 2011 - Present
San Mateo Credit Union August 2008 - August 2010
Education
University of California, Davis 2009 — 2011
Andrea Finnigan's San Mateo Credit Union Experience July 2007 - Present
Job Assistant Branch Manager at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union July 2007 - Present
Comerica Bank June 2006 - July 2007
SF Police Credit Union November 2001 - July 2006
Accenture 2000 - 2001
Skills
Banking, Microsoft Office, Customer Service, Customer Relations, Operations Management, Notary Public, Consumer Lending, IRAs, Opening New Accounts, Business Development, Branch Management, Mortgage Lending, Retail Banking, Cash Management, Portfolio Management, Credit, Leadership, Financial Analysis, Credit Unions, Loans, Team Building, Call Centers, Loan Origination, Finance, Sales, Coaching, Recruiting, Risk Management, Mortgage Banking, Refinance, Training, Teller Operations, Project Management, Outlook
Education
University of San Francisco 1996 — 1999
Bachelor of Arts, History, Spanish
San Mateo Credit Union July 2007 - Present
Comerica Bank June 2006 - July 2007
SF Police Credit Union November 2001 - July 2006
Accenture 2000 - 2001
Skills
Banking, Microsoft Office, Customer Service, Customer Relations, Operations Management, Notary Public, Consumer Lending, IRAs, Opening New Accounts, Business Development, Branch Management, Mortgage Lending, Retail Banking, Cash Management, Portfolio Management, Credit, Leadership, Financial Analysis, Credit Unions, Loans, Team Building, Call Centers, Loan Origination, Finance, Sales, Coaching, Recruiting, Risk Management, Mortgage Banking, Refinance, Training, Teller Operations, Project Management, Outlook
Education
University of San Francisco 1996 — 1999
Bachelor of Arts, History, Spanish
Shant Palayan's San Mateo Credit Union Experience July 2002 - February 2005
Job Graphic Designer
Industry Graphic Design
Experience
n/a May 2012 - Present
Wells Fargo June 2006 - July 2007
San Mateo Credit Union July 2002 - February 2005
Konami June 1999 - June 2002
Skills
Graphic Design, Computer Hardware, Computer Repair, Computer Graphics Design, OS X, Illustrator, Adobe Creative Suite, Web Development, Microsoft Office, Digital Photography, Dreamweaver, Customer Service, Vector Illustration, Web Design, Business Cards, Adobe Acrobat, Photoshop, Mac, WordPress
Education
California State University-Northridge 2009 — 2012
BS, Graphic Design
California State University-Northridge 2009 — 2012
Bachelor's degree, Graphic Design
n/a May 2012 - Present
Wells Fargo June 2006 - July 2007
San Mateo Credit Union July 2002 - February 2005
Konami June 1999 - June 2002
Skills
Graphic Design, Computer Hardware, Computer Repair, Computer Graphics Design, OS X, Illustrator, Adobe Creative Suite, Web Development, Microsoft Office, Digital Photography, Dreamweaver, Customer Service, Vector Illustration, Web Design, Business Cards, Adobe Acrobat, Photoshop, Mac, WordPress
Education
California State University-Northridge 2009 — 2012
BS, Graphic Design
California State University-Northridge 2009 — 2012
Bachelor's degree, Graphic Design
Dustin Ang's San Mateo Credit Union Experience April 2013 - Present
Job Loan Specialist at San Mateo Credit Union
Industry Financial Services
Experience
San Mateo Credit Union April 2013 - Present
Wells Fargo September 2011 - April 2013
Cycle Gear January 2008 - August 2011
A to Z Mortgage February 2004 - June 2010
Jiffy Lube June 2005 - January 2008
Skills
Management, Customer Service, Employee Training, Sales, Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Retail Banking, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit
Education
De Anza College 2005 — 2010
Associate of Science (A.S.), Automotive Engineering Technology/Technician
San Mateo Credit Union April 2013 - Present
Wells Fargo September 2011 - April 2013
Cycle Gear January 2008 - August 2011
A to Z Mortgage February 2004 - June 2010
Jiffy Lube June 2005 - January 2008
Skills
Management, Customer Service, Employee Training, Sales, Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Retail Banking, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit
Education
De Anza College 2005 — 2010
Associate of Science (A.S.), Automotive Engineering Technology/Technician
Noha Hafez's San Mateo Credit Union Experience 2007 - 2008
Job recepecionist at Sunrise Senior Living
Industry Hospital & Health Care
Experience
Sunrise Senior Living 2011 - 2013
Baba'z Food Corp 2008 - 2011
San Mateo Credit Union 2007 - 2008
Nordstrom 1999 - 2007
Education
Université du Québec à Montréal 1977 — 1980
Associate's Degree, Mathematics
Sunrise Senior Living 2011 - 2013
Baba'z Food Corp 2008 - 2011
San Mateo Credit Union 2007 - 2008
Nordstrom 1999 - 2007
Education
Université du Québec à Montréal 1977 — 1980
Associate's Degree, Mathematics
Chris Del Zompo's San Mateo Credit Union Experience 2012 - 2012
Job Materials Coordinator at Campus Surgery
Industry Hospital & Health Care
Experience
Campus Surgery Center- An E3 Healthcare Center 2013 - Present
Bianchini's Market May 2010 - January 2012
San Mateo Credit Union 2012 - 2012
Skills
Quantitative Research, Finance, Qualitative Research, Government, Local Government, Intergovernmental..., Human Resources, Political Campaigns, International Political..., Middle Eastern history, Leadership, Renewable Resources, Communication
Education
Gonzaga University 2009 — 2013
Bachelor of Arts (BA), Sociology
Gonzaga University 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Junipero Serra High School 2005 — 2009
Campus Surgery Center- An E3 Healthcare Center 2013 - Present
Bianchini's Market May 2010 - January 2012
San Mateo Credit Union 2012 - 2012
Skills
Quantitative Research, Finance, Qualitative Research, Government, Local Government, Intergovernmental..., Human Resources, Political Campaigns, International Political..., Middle Eastern history, Leadership, Renewable Resources, Communication
Education
Gonzaga University 2009 — 2013
Bachelor of Arts (BA), Sociology
Gonzaga University 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Junipero Serra High School 2005 — 2009
Jessica Prasad's San Mateo Credit Union Experience 2013 - 2013
Job Recent Graduate
Industry Architecture & Planning
Experience
San Mateo Credit Union 2013 - 2013
Skills
Microsoft Office, Research, Project Planning, Cultural Anthropology, Social Anthropology, Community Development
Education
University of California, Davis
Bachelor of Arts (B.A.), Anthropology and Community & Regional Development
San Mateo Credit Union 2013 - 2013
Skills
Microsoft Office, Research, Project Planning, Cultural Anthropology, Social Anthropology, Community Development
Education
University of California, Davis
Bachelor of Arts (B.A.), Anthropology and Community & Regional Development
Sheetal Datt's San Mateo Credit Union Experience March 2011 - Present
Job Lending Officer at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union March 2011 - Present
Education
University of California, Riverside 2002 — 2004
Bachelor of Science (BS), Business Administration
Chabot College 1999 — 2002
Associate's degree, Business Administration
Hillsdale High School 1995 — 1999
High School Diploma
San Mateo Credit Union March 2011 - Present
Education
University of California, Riverside 2002 — 2004
Bachelor of Science (BS), Business Administration
Chabot College 1999 — 2002
Associate's degree, Business Administration
Hillsdale High School 1995 — 1999
High School Diploma
Jennifer Henriquez's San Mateo Credit Union Experience November 2013 - Present
Job Teller at San Mateo Credit Union
Industry Environmental Services
Experience
San Mateo Credit Union November 2013 - Present
Stanford Federal Credit Union 2011 - 2013
NASA Ames Research Center 2008 - 2009
Skills
Multi Tasking, Bilingual-English/Spanis..., Fast-paced, Communication, Eagerness to Learn, Work Well Independently, Works well in a team
Education
California State University-East Bay 2013 — 2015
Cañada College 2008 — 2013
San Mateo Credit Union November 2013 - Present
Stanford Federal Credit Union 2011 - 2013
NASA Ames Research Center 2008 - 2009
Skills
Multi Tasking, Bilingual-English/Spanis..., Fast-paced, Communication, Eagerness to Learn, Work Well Independently, Works well in a team
Education
California State University-East Bay 2013 — 2015
Cañada College 2008 — 2013
Allan Lopez's San Mateo Credit Union Experience October 2007 - October 2010
Job Real Estate Professional
Industry Real Estate
Experience
Real Property Investment October 2014 - Present
PNC Mortgage September 2011 - October 2014
Real Property Investments October 2007 - September 2011
San Mateo Credit Union October 2007 - October 2010
Union Bank of California August 2006 - October 2007
Washington Mutual Bank July 2004 - August 2006
Washington Mutual Bank June 1998 - July 2004
Citi April 1997 - June 1998
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Finance, Loan Origination, Refinance, Residential Mortgages, Credit Analysis, Real Estate Transactions, Real Estate Marketing
Education
City College of San Francisco 1992 — 1993
General Studies in Business Management
Skyline College 1990 — 1992
General Studies in Business Management
Riordan High School 1984 — 1988
High School, General Studies
Real Property Investment October 2014 - Present
PNC Mortgage September 2011 - October 2014
Real Property Investments October 2007 - September 2011
San Mateo Credit Union October 2007 - October 2010
Union Bank of California August 2006 - October 2007
Washington Mutual Bank July 2004 - August 2006
Washington Mutual Bank June 1998 - July 2004
Citi April 1997 - June 1998
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Finance, Loan Origination, Refinance, Residential Mortgages, Credit Analysis, Real Estate Transactions, Real Estate Marketing
Education
City College of San Francisco 1992 — 1993
General Studies in Business Management
Skyline College 1990 — 1992
General Studies in Business Management
Riordan High School 1984 — 1988
High School, General Studies
Alex Behrendt's San Mateo Credit Union Experience April 2013 - July 2013
Job Student at Arizona State University
Industry Banking
Experience
San Mateo Credit Union April 2013 - July 2013
Skyhawk Sports Camps April 2012 - July 2012
Skills
Microsoft Office, Leadership, Public Speaking, Customer Service, PowerPoint, Social Networking, Social Media, Teamwork, Event Planning, Time Management, Sales, Facebook
Education
Arizona State University 2011 — 2015
History
Arizona State University
Bachelor of Arts, History
Willow Glen High School
San Mateo Credit Union April 2013 - July 2013
Skyhawk Sports Camps April 2012 - July 2012
Skills
Microsoft Office, Leadership, Public Speaking, Customer Service, PowerPoint, Social Networking, Social Media, Teamwork, Event Planning, Time Management, Sales, Facebook
Education
Arizona State University 2011 — 2015
History
Arizona State University
Bachelor of Arts, History
Willow Glen High School