Santa Ana Federal Credit Union
Address: 800 W Santa Ana Blvd, Santa Ana, CA 92701 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–6PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (714) 834-1341: : : Category: : : Website: : Place name: Category: Credit Union Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (6)
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Santa Ana Federal Credit Union Employees
US Bank March 2010 - Present
Self Employed 2009 - 2011
Bloomingdales 2008 - 2009
Neiman Marcus 2004 - 2008
Financial Partners Credit Union 2003 - 2004
Santa Ana Federal Credit Union 2000 - 2003
Disneyland Resort 1996 - 2000
Skills
Employee Relations, Employee Engagement, Employee Benefits, Employee Management, Employee Recognition, Employee Surveys, Employee Counseling, Human Resources, Hiring, Risk Management, Talent Management, Succession Planning, Deferred Compensation, HRIS, HR Consulting, Recruiting, Workforce Planning, Strategy, Change Management, Coaching, Taleo, HR Policies, Applicant Tracking..., Temporary Placement, Benefits Administration, FMLA, Performance Management, Onboarding, College Recruiting, Talent Acquisition, New Hire Orientations, Career Development
Education
University of Phoenix 2002 — 2004
Master of Arts, Organizational Management
De La Salle University 1990 — 1993
Bachelor of Arts (BA), Psychology
SCE Federal Credit Union September 2015 - Present
SCE Federal Credit Union February 2014 - Present
SCE Federal Credit Union October 2010 - Present
SCE Federal Credit Union September 2006 - September 2010
Monterey County Employees Credit Union July 2002 - January 2006
Santa Ana Federal Credit Union April 1976 - October 2001
Skills
Credit Unions, Loans, Consumer Lending, Banking, Commercial Lending, Credit, Coaching, Public Speaking, Budgets, Executive Management, Commercial Mortgages, Loan Origination, Customer Service, Underwriting, Refinance, ACH, Strategic Planning, Financial Services, Sales, Finance, Leadership, Portfolio Management, Small Business Lending, Commercial Banking
Education
California State University-Long Beach 2001 — 2006
B.S., Professional Studies
Western CUNA Management School 1997 — 1999
Managment
Transamerica Financial Advisors, Inc. September 2014 - Present
Transamerica Financial Advisors, Inc. June 2014 - Present
Resources Global Professionals January 2014 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division November 2013 - Present
World Financial Group (WFG) September 2013 - Present
Potts' Taxes 2008 - Present
Potts' Taxes September 1978 - Present
TaxAudit.com October 2006 - July 2013
Santa Ana Federal Credit Union October 2001 - February 2004
Counter Intelligence Associates January 1999 - October 2001
Skills
Licensed Life & Health..., Tax, Tax Preparation, Corporate Tax, Tax Law, Tax Returns, Income Tax, S Corporations, Property Tax, Tax Accounting, Small Business, Accounting, Tax Research, LLC, IRS, Tax Advisory, QuickBooks, Partnership Taxation, Payroll Taxes, Forensic Accounting, Federal Tax, Sales Tax, Appeals, Estate Tax Planning, Retirement Planning, Strategic Financial..., International Tax, Tax Compliance, Financial Reporting, Mergers & Acquisitions, Budgets, Finance, Accounts Payable, Payroll, State Taxation, Individual Taxation, Tax Controversy, Start-ups, Trusts, Section 7702 Tax Free..., Licensed Life Insurance..., Guaranteed Indexed..., Indexed Annuities, Equity Indexed Annuities, Tax Provision, Tax Services, Term Life Insurance, Tax Topic Speaker
Education
National Tax Practice Institute 2010 — 2012
NTPI Fellow; EA; JD USTCP MBA, Taxpayer Representation, 3.85
Southwestern Law School 1978 — 1982
JD, Tax Law
Indiana State University 1981 — 1981
Federal Taxes
Oklahoma State University 1980 — 1980
Foreign Taxation
University of Maryland College Park 1974 — 1975
MBA, Taxation
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
BS, Poli Sci, History, Accounting
Calvary Chapel Bible College 2010 — 2011
Theology
Pomona College 1993 — 1996
Financial Partners Credit Union November 2003 - Present
santa ana federal credit union 2000 - 2003
Cannon Electric Federal Credit Union December 1989 - December 2000
industrial league credit union 1987 - 1989
Education
Santa Ana College
Credit Union July 2006 - Present
Patriots Federal Credit Union February 2014 - July 2015
Financial Partners Credit Union September 2004 - July 2006
LBS Federal Credit Union April 2002 - September 2004
Santa Ana Federal Credit Union February 2000 - April 2002
USE Credit Union 1998 - 2000
Skills
Credit Analysis, Loans, Credit, Collections, Credit Unions, Banking, Mortgage Lending, Credit Risk, Consumer Lending, Risk Management, Finance, Executive Management, Financial Services, Loan Origination, Portfolio Management, Credit Cards, Commercial Lending, Mortgage Collections, Mortgage Modification, Lending Portfolio..., Home Equity Loans, Financial Analysis, Management, Team Building, Retail Banking, Strategic Planning, Leadership, Underwriting, Financial Risk, Customer Service, Call Centers, Process Improvement, Semitar, Ipower, New Solutions, Risk Assessment, Risk Analysis, Budgets
Education
University of Phoenix-Southern California Campus 2011 — 2012
Master's degree, MBA, 3.5
University of Phoenix 2008 — 2010
Bachelor's degree, Finance, General
University of Phoenix-Southern California Campus 2007 — 2010
Bachelor's degree, Finance, General, 3.5
Western Federal Credit Union November 2005 - Present
Santa Ana Federal Credit Union August 2003 - November 2005
Schools First Federal Credit Union November 1988 - August 2003
Education
California State University-Long Beach 1987 — 1994
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1983 — 1987
Bachelor of Science (BS), Finance, General
California Baptist University October 2011 - Present
Technical Consulting August 2009 - October 2011
Santa Ana Federal Credit Union August 2006 - March 2009
MTECH Consulting Services 2002 - 2006
Bank of America 1999 - 2001
Skills
Disaster Recovery, Business Continuity..., Supply Chain Management, Strategic Planning, Project Management, Leadership, Microsoft Office, Customer Service, Vendor Management, Team Leadership, Management, Program Management, Team Building, Active Directory, Budgets, Project Planning, Process Improvement, CRM, Troubleshooting, Networking, Software Documentation, Customer Satisfaction, Information Technology, Strategy, System Administration
Education
Grand Canyon University 2013 — 2016
Doctorate in Organizational Leadership with an emphasis in Higher Education, Organizational Leadership, In progress
University of Phoenix 2007 — 2009
Masters, Business Administration
University of Phoenix 2002 — 2005
Bachelors of Science, Information Technology
Claremont University Consortium February 2015 - Present
Ontario Airport Hotel (former Hilton Ontario Airport) August 2006 - January 2015
Santa Ana Federal Credit Union May 2005 - July 2006
Specialty Risk Services January 2005 - May 2005
Coach November 1998 - January 2005
Skills
Hotels, Benefits Administration, Hospitality Industry, Hospitality Management, Hospitality, Human Resources, Employee Relations, Hotel Management, Talent Acquisition, Succession Planning, Team Building, Budgets, Training, Resorts, Management
Education
Azusa Pacific University
M.A., Human Resources and Organizational Development
California State University-Fullerton - College of Business and Economics
B.A., Business Administration
Southland Credit Union June 2010 - Present
Southland Credit Union September 2003 - Present
Southland Credit Union September 2003 - June 2010
Santa Ana Federal Credit Union August 1995 - September 2003
Skills
Strategic Planning, Banking, Risk Management, Microsoft Office, Merchandising, Team Building, Customer Service
Education
San Diego State University-California State University
Santa Ana Federal Credit Union
Skills
Credit Unions, Executive Management, Financial Analysis, Financial Services
Education
CUES CEO Institute I, II, III 2007 — 2009
CCE, Management
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration