SchoolsFirst Federal Credit Union
SchoolsFirst Federal Credit Union is a federally chartered Credit Union that serves the educational community in Southern California. It is headquartered in Santa Ana, California and has branches throughout the ten most southern counties of California. Headquarters: Santa Ana, California, United States CEO: Bill Cheney (Jun 2014–) Number of employees: 1,700 Number of locations: 47 Founded: 1934
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SchoolsFirst Federal Credit Union Employees
SolomonEdwards January 2015 - Present
SchoolsFirst Federal Credit Union September 2010 - December 2014
Altura Credit Union October 2009 - September 2010
Junior Achievement of Southern California July 2008 - October 2009
NationPoint April 2006 - September 2007
HOME LOAN CENTER/LENDING TREE LOANS September 2004 - April 2006
Provident Savings Bank May 1986 - September 2004
Skills
Loans, Microsoft Office, Mortgage Lending, Team Building, Negotiation, Training, Banking, Customer Service, Credit, Coaching, Loss Mitigation, Loan Servicing, Leadership, Analysis, Real Estate, Mortgage Servicing, Portfolio Management, Management, Commercial Lending
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Business Management
University of California, Riverside
ADP January 2015 - Present
SchoolsFirst Federal Credit Union August 2010 - January 2015
Badenoch & Clark November 2008 - July 2009
CNA Executive Search February 2005 - October 2008
Skills
Human Resources, Talent Acquisition, Recruiting, Sales, Technical Recruiting, Loans, Banking, Management, Executive Search, Talent Management, Commercial Real Estate, Marketing, Retail, Business Development, Leadership, Sourcing, Training, Team Building, Coaching, Social Networking, Performance Management, Employee Relations, Executive Management, Financial Services, Onboarding, Customer Service, Leadership Development, Strategy, Team Management, Employee Engagement, Personnel Management, Strategic Planning, New Business Development, Vendor Management, Interviews, Organizational..., Applicant Tracking..., Employee Benefits, CRM, Succession Planning, HRIS, Employee Training, Change Management, Building Relationships, Account Management, Temporary Placement, Resume Writing, College Recruiting, Internet Recruiting, Contract Recruitment
Education
University of Essex 2002 — 2004
B.A, Psychology
SchoolsFirst Federal Credit Union 2007 - Present
Education
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Fine and Studio Arts
Saddleback College
Arrowhead Credit Union May 2013 - Present
Falken Tire Corporation July 2011 - Present
American First Credit Union May 2008 - July 2011
Consumer Credit Counseling Services of Orange County January 2006 - September 2008
SchoolsFirst Federal Credit Union 2001 - 2008
Bank of America 1991 - 2001
Skills
Sales Management, Team Building, Project Management, Sales, Customer Service, Branch Management, Customer Service..., Process Improvement, Business Development, Board of Directors, Management
Education
University of California, Santa Cruz
LBS Financial Credit Union December 2006 - Present
SchoolsFirst Federal Credit Union September 1994 - August 2006
Skills
Credit, Credit Unions, Banking, Collections, Credit Analysis, Loans, Leadership, Loss Mitigation, Customer Satisfaction, Mortgage Lending, Credit Risk, Consumer Lending, Portfolio Management, Commercial Lending, Underwriting, Risk Management, Finance
Education
Santa Ana College
Associate of Arts (AA), Business Administration and Management, General
Northwest Federal Credit Union October 2014 - Present
SchoolsFirst Federal Credit Union August 2008 - September 2014
Altura Credit Union August 2007 - August 2008
Riverside County District Attorneys Office April 2007 - August 2007
Riverside Personnel Service October 2006 - April 2007
Skills
USA PATRIOT Act, OFAC, Analysis, Business Analysis, Banking, Fraud, AML, Risk Management, Bank Secrecy Act, Risk Assessment, ACH, Internal Controls, Anti Money Laundering
Education
University of Phoenix
Business Management
SchoolsFirst Federal Credit Union December 2013 - Present
West Corporation June 2005 - December 2013
West Corporation November 1998 - June 2005
West Corporation April 1997 - October 1998
United States Air Force June 1977 - July 1997
Skills
ITIL v3 Foundations..., HP NonStop, Project Coordination, Disaster Recovery, Vendor Management, Team Management, System Administration, Integration, Enterprise Software
Education
Troy State University 1980 — 1989
Bachelor of Science, Business Administration
SchoolsFirst Federal Credit Union April 2014 - Present
Ridemakerz, LLC January 2011 - June 2013
Aftersoft Network, Inc February 2008 - November 2010
Strategic Staffing, Inc June 2007 - February 2008
Celergy Networks, Inc April 2004 - June 2007
Edwards Lifesciences February 1997 - April 2003
Coast Medical Laboratories April 1988 - September 1995
Skills
Payroll, Accounts Receivable, Team Building, QuickBooks, Accounts Payable, Account Reconciliation, Budgets, Sales, Bank Reconciliation, Management, Accounting, Journal Entries, Financial Statements, Forecasting, Customer Service
Education
Maric College of Medical Careers 1995 — 1996
Certificate, Medical Administration
Saddleback College
A.A. Degree, Business and Commerce
SchoolsFirst Federal Credit Union December 2012 - Present
SchoolsFirst Federal Credit Union June 2011 - December 2012
Art of Courage August 2009 - June 2011
Prescription Solutions November 2006 - December 2008
PacifiCare Health Systems July 2005 - May 2006
Skills
Team Leadership, Public Speaking, Project Management, Training, Coaching, Business Analysis, Forecasting, Business Analytics, Management, Leadership Development, Process Improvement, Banking, Budgets, Operations Management, Data Analysis
Education
University of California, Irvine 2001 — 2004
BA, English
SchoolsFirst Federal Credit Union May 2013 - Present
County of Orange, Health Care Agency February 2012 - February 2013
County of Orange, Health Care Agency September 2011 - February 2012
Skills
Microsoft Office, Outlook, Human Resources, Research, New Hire Orientations, Vendor Management, Onboarding, Process Improvement, Spreadsheets, Microsoft Excel, Microsoft Word, Training, Time Management
Education
UC Riverside 2008 — 2011
Bachelor of Arts (BA), Sociology
UC Irvine, Extension
Contract Management Certification Courses
Linea Solutions, Inc. May 2008 - July 2011
SchoolsFirst Federal Credit Union February 2001 - May 2008
Skills
Project Management, Vendor Management, Strategic Planning, Process Improvement, Analysis, Risk Management, Requirements Analysis, Change Management, Budgets, Software Project..., Integration, Financial Analysis, Employee Benefits, SDLC, Microsoft Office, Requirements Gathering, PMP, Project Server, SharePoint, MS Project, PWA, Business Analysis, Visio, Project Portfolio...
Education
University of Southern California 2013 — 2014
Master of Communication Management (M.C.M.)
University of California, Irvine
Bachelor of Arts (B.A.)
Walnut HS
CUSO Financial Services, LP September 2008 - Present
CUPMA 2006 - Present
NACUSO 1997 - 2011
SchoolsFirst Federal Credit Union January 2002 - September 2008
CUSO Financial Services January 2000 - January 2002
Rockwell Federal Credit Union January 1997 - January 2000
Skills
Investments, Financial Services, Leadership, Financial Planning, Series 7, Financial Advisory, Strategic Financial..., Securities, Strategic Planning, Portfolio Management, Management, Program Management, Insurance, Income, Investment Banking, Finance, Employee Benefits, Wealth Management, Banking, Recruiting, Retirement Planning, Mutual Funds, Retirement, Sales, Series 63, Risk Management
Education
The College for Financial Planning 1985 — 1987
CFP
University of Southern California 1985 — 1987
CFP
Colbi Technologies January 2012 - Present
Newport Mesa Church September 2011 - March 2012
SchoolsFirst Federal Credit Union August 2010 - June 2011
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Event Planning, PowerPoint, Social Networking, Social Media, Outlook, Marketing, Administrative..., Research, Budgets, Nonprofits
Education
Santiago Canyon College 2008 — 2011
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
SchoolsFirst Federal Credit Union July 2012 - Present
First Financial Credit Union February 2011 - July 2012
Visterra Credit Union April 2004 - October 2010
Etiwanda School District January 2001 - April 2004
Bank of America December 1989 - October 2000
Skills
Loans, Consumer Lending, Banking, Credit, Customer Service, Sales, Management, Retail Banking, Leadership, Mortgage Lending, Finance, Deposits, Credit Cards, Branch Management, Cross Selling, Branch Banking
Education
University of California, Riverside 1987 — 1991
BS, Business Administration
California State Polytechnic University-Pomona
Elementary Education, Elementary Education and Teaching
SchoolsFirst Federal Credit Union August 2015 - Present
Lucid Fusion, Inc. April 2014 - May 2015
Modal Digital Agency January 2012 - November 2013
Freelance August 2000 - January 2012
Verizon Wireless October 2003 - February 2010
Verizon Wireless October 2000 - October 2003
Verizon Wireless October 1999 - October 2000
AirTouch Cellular July 1997 - October 1999
Various Companies June 1987 - June 1997
Skills
Integrated Marketing, Advertising, Online Advertising, Media Planning, Creative Direction, Direct Mail, Product Marketing, Brand Development, Creative Strategy, Copywriting, Brand Awareness, Online Marketing, Cross-functional Team..., Customer Retention, B2B Marketing, Microsoft Office, Creative Briefs, Television, Fast Learner, Sales Growth, Customer Acquisition, Customer Insight, Customer Loyalty, Budget Management, B2C marketing, Deadline Driven, Copy Editing, Big Picture Thinking, Entrepreneurial Skills, Self Starter, Internal Communications, Project Coordination, Collaborative Leadership, Product Strategy, Product Launches, Small Business, Creative Development, Message Development, Performance Metrics, Legal Compliance, Road Maps, Presenter, Campaign Management, Collateral Material..., Radio Advertising, Focus Groups, Multicultural, Content Management, Training Skills, Facebook
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business Administration
San Francisco State University 1987 — 1992
BA, Theater - Acting Emphasis
Nitro, Inc. January 2015 - Present
Nitro, Inc. March 2013 - January 2015
Nitro, Inc. June 2012 - February 2013
Wells Fargo Bank February 2011 - June 2012
Wachovia, A Wells Fargo Company August 2009 - February 2011
LocalJobNetwork.com (Infosoft Group) January 2008 - February 2009
United Shipping Solutions January 2007 - December 2007
SchoolsFirst Federal Credit Union April 2004 - January 2007
Skills
Account Management, Lead Generation, Customer Service, Salesforce.com, Solution Selling, Email Marketing, Sales Management, Credit, Online Advertising, CRM, Marketing Strategy, Cloud Computing, B2B, Leadership, Sales Process, SaaS, Cold Calling, Sales, Business Development, Inside Sales, Commercial Banking, Software Solution Sales, Communication, Time Management, New Business Development
Education
University of Southern California 1999 — 2003
B.A., Psychology
University of Southern California 1999 — 2003
Minor, Cinema-Television
Filene Research Institute December 2013 - Present
SchoolsFirst Federal Credit Union 2011 - 2013
Kinecta Federal Credit Union 2011 - 2011
Partners Federal Credit Union 1997 - 2010
Frankel and Kohn, CPAs 1996 - 1997
Connie A Sauvageau, CPA 1995 - 1996
State of Arizona Office of the Auditor General 1994 - 1995
Skills
Strategic Planning, Marketing Strategy, Product Development, Finance, Credit Cards, Financial Analysis, Debit Cards, Marketing Management, Branding & Identity, Product Marketing, Financial Modeling, Marketing Leadership, Change Management, Leading Change, Payment Cards, Vice Presidents, Public Speaking
Education
Pepperdine University 2003 — 2005
Master of Business Administration
University of Arizona 1991 — 1994
Bachelor of Science in Business Administration, Accounting
Morgan Stanley Wealth Management May 2014 - Present
Altec July 2013 - April 2014
The Training Associates June 2011 - July 2013
SchoolsFirst Federal Credit Union February 2010 - April 2011
JPMorgan & Chase September 2007 - April 2009
Skills
Underwriting, Banking, Mortgage Lending, Credit, Loans, Loss Mitigation, Call Centers, Mortgage Servicing, Training, Analysis, Asset Management, Coaching, Finance, Hands-on Training, Leadership, Technical Training, Training Delivery, E-Learning, Employee Training, Financial Services, Loan Servicing, Risk Management
Education
University of Southern California 1998 — 2001
Business & Sociology
SchoolsFirst Federal Credit Union March 1998 - Present
SchoolsFirst Federal Credit Union November 1996 - March 1998
SchoolsFirst Federal Credit Union January 1993 - November 1996
SchoolsFirst Federal Credit Union February 1991 - January 1993
Skills
Process Improvement, Software Project..., Software Development, Business Analysis, Leadership, Vendor Management, Risk Management, Banking, Team Building, SDLC, Integration, Disaster Recovery, Project Management, Database Design, Strategic Planning, Business Intelligence, SharePoint, Change Management, Enterprise Architecture, Visio, System Administration, Budgets, Management, Analysis, SQL, Software Documentation, Requirements Analysis, Customer Service, Strategy, Performance Management, Project Planning, Analytics, Training, Organizational..., New Business Development
Education
Western CUNA Management School 2001 — 2003
Credit Union Management
University of California, Irvine 1983 — 1987
BS, Information and Computer Science
SchoolsFirst Federal Credit Union December 2012 - Present
PNC Bank July 2006 - May 2012
First Citizens Bank September 2003 - July 2006
First Citizens Bank April 1996 - September 2003
Skills
Performance Analysis, Facilitation - engaging..., Project Management, Change Leadership, Design & Development, Training/Curriculum..., Talent Management, Needs analysis and..., Adult Learning Theory, Employee & Leadership..., Consultation Skills, Organizational..., Cross-Segment..., Human Resources, Leadership Development, Workshop Facilitation, Change Management, Needs Analysis, Training, Strategy, Performance Management, Recruiting, Interviews, Analysis, Banking, Customer Service, Management, Leadership, Client Relationships...
Education
Pfeiffer University 2000 — 2002
Master of Business Administration (M.B.A.), 4.0
The Evergreen State College 1986 — 1990
Bachelor's degree, Human Development and Family Studies, General
SchoolsFirst Federal Credit Union March 2015 - Present
Harris Economics Group December 2014 - January 2015
Landesa March 2013 - December 2013
University of Washington, Center for Social Science Computation and Research September 2011 - December 2013
University of Washington, Department of Economics August 2010 - December 2013
University of Washington, Department of Economics February 2013 - June 2013
iCap Equity, LLC June 2012 - February 2013
University of Washington, Department of Global Health June 2012 - September 2012
University of Washington, Department of Economics March 2011 - September 2012
University of Washington, Department of Applied Mathematics September 2011 - September 2011
Skills
PowerPoint, Stata, Data Analysis, Statistics, Econometrics, Microeconomics, Research, Analysis, Microsoft Word, Time Series Analysis, Quantitative Analysis, R, Microsoft Access, Microsoft Excel, Eviews, Matlab, Mathematics, Development Economics, Labor Economics, International Economics, SAS, Quantitative Analytics
Education
University of Washington 2009 — 2013
Doctor of Philosophy (PhD)- Withdrawn in Good Standing, Economics
University of Washington 2009 — 2013
Master of Arts (M.A.), Economics
University of California, Davis 2005 — 2009
Bachelor of Arts (B.A.), Economics; International Relations; French
SchoolsFirst Federal Credit Union July 2015 - Present
Bloomsburg University January 2015 - May 2015
Western Michigan University August 2010 - July 2014
Center for Access and Opportunity Program, SCSU January 2010 - June 2010
Skills
Higher Education, Research, Teaching, Academic Advising, Public Speaking, Statistics, Grant Writing, SAS, Stata, R, Statistical Modeling, Statistical Data..., SQL, Data Analysis, Data Mining, Economic Research, Econometric Modeling, University Teaching, Lecturing, Curriculum Design, Tutoring, Qualitative Research, Time Series Analysis, Quantitative Research, Econometrics
Education
Western Michigan University 2010 — 2014
Doctor of Philosophy (PhD), Applied Economics
St. Cloud State University 2005 — 2009
Bachelor of Arts (BA), Economics, International Relations
American Funds August 2015 - Present
SchoolsFirst Federal Credit Union July 2007 - July 2015
SchoolsFirst Federal Credit Union, formerly OCTFCU August 2003 - July 2007
Bank of the West June 2001 - July 2003
Skills
Retirement Planning, Personal Financial..., Investment Banking, 403b/457 supplemental..., Fixed Annuities, CalSTRS, Relationship Management, Pensions, World Class Customer..., Third Party..., 529 Plans, Membership Development, Financial Advisory, Series 63, Life Insurance, Mutual Funds, Credit Unions, CalPERS
Education
University of California, Irvine
Personal Financial Planning Certificate, Financial Planning and Services
Certified Financial Planner
California State Fullerton 2004 — 2007
Bachelor's degree, Industrial and Organizational Psychology
St. Joseph Health System July 2012 - Present
Dignity Health October 2009 - June 2012
SchoolsFirst Federal Credit Union May 2006 - March 2010
Cal Poly Pomona September 2002 - May 2006
Los Angeles Newspaper Group December 1999 - August 2002
Fairplex June 1998 - September 1999
Skills
Press Releases, Editing, Advertising, Marketing Communications, Newsletters, Public Relations, Content Management, Marketing, Strategic Communications, Corporate Communications, Event Planning, News Writing, Internal Communications, People Skills, Web Content, Social Media, Media Relations
Education
University of La Verne 1997 — 2000
Bachelor of Journalism, Journalism
SchoolsFirst Federal Credit Union May 2007 - Present
Aspen Education Group September 2004 - May 2007
Bank of America June 2001 - July 2004
Standard Paper Co 1993 - 1995
Skills
Human Resources, HRIS, Performance Management, ADP HRB, ADP ReportSmith, ADP Payforce, Halogen, Executive Reporting, Turnover, Microsoft Applications, Pay for Performance, Benefits Administration, Customer Service
Education
Spokane Falls Community College 1996 — 2000
University high school 1985 — 1987
Long Beach City College
Continuing Education, Business
SchoolsFirst Federal Credit Union August 2013 - Present
SchoolsFirst Federal Credit Union April 2010 - August 2013
SchoolsFirst Federal Credit Union April 2005 - April 2010
Skills
Leadership, Customer Service, Process Improvement, Management, Banking, Business Analysis, Credit, Team Building, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Loans, Risk Management, Analysis, Microsoft Excel
Education
Santiago Canyon College 2015 — 2019
Associate's degree, Business Administration and Management, General, A
SchoolsFirst Federal Credit Union July 2014 - Present
SchoolsFirst Federal Credit Union July 2009 - July 2014
The Walt Disney Company June 2008 - January 2009
Partners Federal Credit Union @ The Disneyland Resort October 2006 - June 2008
Grand California Hotel and Spa at Disneyland Resort February 2006 - June 2006
Disneyland Resort 2003 - 2006
Skills
Event Management, Event Planning, Employee Relations, Public Relations, Employee Training, Marketing Communications, Team Building, Public Speaking, Human Resources, Social Media, Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Management, Leadership, Marketing
Education
Santiago Canyon College 2006 — 2014
General Marketing Certificate, Human Resources, Marketing and Public Relations
LBS Financial Credit Union February 2011 - Present
SchoolsFirst Federal Credit Union October 2004 - February 2011
SchoolsFirst Federal Credit Union August 2008 - March 2009
SchoolsFirst Federal Credit Union August 2001 - October 2004
Skills
Strategy, Service Delivery, Team Leadership, Risk Management, Portfolio Management, Retail Banking, Call Centers, Payment Systems, Vendor Management, Contract Negotiation, Debit Cards, Banking, Mortgage Lending, Loans, Credit, Business Strategy, Finance, Credit Unions, Consumer Lending, Underwriting, Credit Analysis, Financial Analysis, Credit Risk, Customer Service, Credit Cards, Loan Origination, Financial Services, Mortgage Banking
Education
UC Irvine 1990 — 1994
Bachelor of Arts, Economics
SchoolsFirst Federal Credit Union September 2012 - Present
Charlie Aber Photography April 2010 - Present
Orange County Performing Arts Center August 2008 - September 2012
Orange County Performing Arts Center August 2008 - August 2009
Laguna Beach Festival of the Arts 2007 - 2009
Skills
Theatre, Customer Service, Photography
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Theatre, Photography, Celtic Studies
University College Dublin 2008 — 2009
Bachelor of Arts, Folklore, Irish History, Photography
State Street October 2012 - Present
SchoolsFirst Federal Credit Union January 2007 - September 2011
SchoolsFirst Federal Credit Union April 2005 - January 2007
AmerisourceBergen April 2000 - March 2005
BAE Systems September 1996 - April 2000
Skills
IT Management, IT Operations, Technology Planning, Infrastructure Projects, IT Service Management, IT Governance, IT Audit, IT Strategy, Healthcare IT, Information Management, Project Execution, Project Implementation, Project Delivery, Executive Management, Project Planning, Technology Evaluation, Technical Management, Technology Integration, Microsoft Technologies, Emerging Technologies, Mobile Technology, Technology..., Project Management, Infrastructure, Governance, Servers, Disaster Recovery, Data Center, Enterprise Architecture, ITIL, Windows Server, Healthcare Information..., Enterprise Software, Business Continuity, Information Technology, Vendor Management, Microsoft Exchange, Technology Management, Security, Management
Education
Temple University 1984 — 1986
M.A, Journalism
University of South Carolina-Columbia 1980 — 1984
B.A., Journalism
The Community Foundation April 2011 - Present
University of California, Riverside 2006 - Present
SchoolsFirst Federal Credit Union November 1998 - January 2011
Service Plus Credit Union 1998 - 2009
Skills
Marketing Management, Project Management, Marketing Communications, Fundraising, Public Speaking, Public Relations, Direct Mail, Marketing Strategy, Strategic Planning, Social Media, Non-profits, Event Management, Event Planning
Education
University of California, Riverside
Certificate, Marketing Management
University of South Florida
BA, Philosophy
SchoolsFirst Federal Credit Union June 2011 - Present
HaDavar Ministries / School of Biblical and Jewish Studies December 2002 - May 2011
Skills
Microsoft Office, Research, PowerPoint, Sales, Marketing, Microsoft Excel, Teaching, Negotiation, Outlook, Event Planning
Education
University of California, Irvine 2001 — 2006
BA, History
Gibson, Dunn & Crutcher LLP July 2014 - Present
Extron Electronics October 2012 - June 2014
i-netsharepoint solution June 2011 - September 2012
Schoolsfirst Federal Credit Union June 2010 - June 2011
Corinthian Colleges March 2008 - May 2010
First American March 2006 - January 2008
Downey Savings January 2003 - February 2006
Skills
SharePoint 2010, C#, ASP.NET, SQL Server, Web Applications, WCF, MOSS 2007, LINQ, jQuery, .NET, SharePoint, Microsoft SQL Server, Microsoft Technologies, Visual Studio, Web Services, T-SQL, Web Development
Education
University of California, Irvine
BSEE, Electrical/Computer Engineering
University of La Verne
MBA, IT Concentration
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
SchoolsFirst Federal Credit Union February 2014 - Present
Merrill Lynch September 2012 - January 2014
Bank of America April 2011 - September 2012
Skills
Financial Analysis, Banking, Credit, Portfolio Management, Wealth Management, Accounting, Finance, Fixed Annuities, Financial Services
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
KVS Transportation Inc., A Nabors Completion & Production Services Co. May 2014 - Present
Castle & Cooke May 2013 - May 2014
Workforce Outsourcing, Inc. September 2011 - May 2013
The Polynesian Paradise Dancers July 2006 - September 2012
TeamQuest Staffing January 2011 - September 2011
SchoolsFirst Federal Credit Union April 2010 - January 2011
Chase Bank formerly Washington Mutual February 2007 - April 2010
Skills
Banking, Retail Banking, Cash Management, Cross Selling, Finance, Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, Payroll Services, Microsoft Excel, Management, Event Management, Event Planning, Events Coordination, Bank Reconciliation, Microsoft Office, Office Management, Team Management, Aging Reports, Phone Etiquette, Multi-line Phone, Time Management, Recruiting, Microsoft Word, Access
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts (B.A.), Business/Managerial Economics
Richmond American Homes May 2015 - Present
Frontier Communities November 2014 - April 2015
SchoolsFirst Federal Credit Union November 2013 - July 2014
Merrill Lynch September 2010 - 2013
Wells Fargo March 2008 - August 2010
J&E Builders 2003 - 2008
Skills
New Home Sales, Certified New Home..., Financial Services, Investments, Finance, Wealth Management, Retirement Planning, Residential Mortgages, Securities, First Time Home Buyers, Closing Abilities, Exceed Sales Goals, Residential Homes, Sales, Real Estate, Contract Negotiation
Education
Palm Beach Atlantic University 1989 — 1993
Bachelor's Degree, Psychology
Lee Skirboll June 2012 - Present
SchoolsFirst Federal Credit Union August 2011 - July 2012
Community Learning Centers of Alameda January 2010 - June 2011
San Francisco Chronicle October 2002 - August 2009
Kitchen Sink Magazine 2004 - 2007
dna sciences 2000 - 2002
audiohighway.com 2000 - 2001
Skills
Editing, Writing, Proofreading, Publishing, Editorial, Efficiency Improvement, Apple Macintosh, Microsoft Office, Photoshop, Copywriting, Document Scanning, Cash Handling, ATM, Blogging, Internet, Internet Research, Teaching, Teaching English, Teaching Writing, Classroom Management, Newspaper, newspaper advertising, death notices, obituaries, Bartending, novels, Coffee, spirits, Film Criticism, art history, Art, Music, Literature, Computer Literate, Word, word processing, Electrical, home repair, lighting, Bassist, Piano, books, technology, motorcycle, dogs, animals
Education
University of Pittsburgh 1994 — 1997
mfa, English
University of Pittsburgh 1980 — 1984
English, English, Art History
Allderdice 1976 — 1980
yes, yes
Atlas Field Services, Inc. November 2012 - January 2015
Kramerica Market Analytics, Inc. dba Textbook Insurance Solutions (Horace Mann) October 2010 - May 2013
AMERICAN RIVER HEALTHPRO (SAFE) CREDIT UNION August 1994 - July 2009
NATIONAL CREDITORS CONNECTION, INC October 1991 - July 1994
SchoolsFirst Federal Credit Union January 1983 - May 1991
California and Nevada Credit Union Leagues (CCUL) July 1980 - January 1983
Skills
Strategy, Marketing, Strategic Planning, Mergers, Investments, Leadership, Strategic Financial..., Credit, Start-ups, Risk Management, Executive Management, Credit Unions, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Management, Sales, Sales Management, Training, Budgets, Finance, Financial Planning, Team Building, Banking, Financial Services, Change Management, Coaching, Business Development
Education
University of California, Irvine
Bachelor of Arts, Economics
WageWorks October 2011 - Present
Source Refrigeration & HVAC July 2010 - October 2011
SchoolsFirst Federal Credit Union 2004 - July 2010
Edison International January 2000 - April 2004
Toshiba 2000 - 2002
Johnny Rockets Corporate HQ 1998 - 2000
Ace Clearwater Enterprises January 1996 - January 1998
US Navy September 1990 - September 1994
Skills
Talent Management, Succession Planning, Employee Relations, HRIS, Deferred Compensation, Human Resources, Recruiting, HR Policies, Employee Benefits, Personnel Management, Change Management, Organizational Design, Leadership, Management, Compensation & Benefit, Hiring, Onboarding, Talent Acquisition, Performance Management, Salary, Compensation Structures, Employee Engagement, Workforce Planning, Applicant Tracking..., Benefits Administration, Sourcing, Organizational..., College Recruiting, FMLA, HR Consulting, Employee Training, Employment Law, Vendor Management, Career Development, Conflict Resolution, Team Building, Executive Search, Mergers, Performance Appraisal, Strategic HR, Job Analysis, Coaching, Compensation Strategies
Education
HCRI
SPHR Certification, Senior Professional in Human Resources
SHS
Pepperdine University, The George L. Graziadio School of Business and Management
BSM, BS--Management
WorldatWork 2000 — 2002
Certified Compensation Professional (CCP), Compensation
Human Capital Institute
HCS, Human Capital Strategist
SchoolsFirst Federal Credit Union August 2015 - Present
SchoolsFirst Federal Credit Union March 2014 - August 2015
Chase January 2013 - March 2014
Chase September 2010 - January 2013
Chase (formerly Washington Mutual) March 2007 - September 2010
Washington Mutual September 2006 - March 2007
Lake Forest Montessori School January 2005 - September 2006
Waldenbooks May 2000 - May 2002
Skills
Customer Service, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Cash Handling Experience, Photoshop, Always Punctual, Graphic Design, Illustrator, Dreamweaver, Computers, Administrative..., Resourceful..., Highly Organized &..., Dependable Team Player, Creative, Notary, Written Communication, Mac OS, Windows
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Arts (BA), Graphic Design
Saddleback College 1999 — 2002
Associate's degree, Graphic Design
SchoolsFirst Federal Credit Union August 2015 - Present
Roscoe's Toaster Waffles / Hudson-Muñoz LLC April 2015 - July 2015
Health Dialog May 2014 - April 2015
AltaMed Health Services/ AmeriCorps Community HealthCorps September 2012 - April 2014
William Watson Management September 2011 - September 2012
Bally Total Fitness September 2010 - November 2011
Staples December 2006 - July 2010
Skills
Health Education, Nutrition, Community Outreach, Program Development, Public Speaking, Wellness, Healthcare, Fitness, Nutrition Education, Customer Service, PowerPoint, Coaching, Healthcare Information..., Social Media, Strategic Planning, Research, Microsoft Word, Microsoft Office, Microsoft Excel, Personal Training, Sales Presentations, Health Care Technology, Diabetes Management, Sports Coaching, Grant Preparation, NextGen
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Phoenix 2009 — 2013
Bachelor of Science (BSB/A), Business Management, Marketing, and Related Support Services, Minor: Criminal Justice
TriNet July 2015 - Present
ADP September 2013 - April 2015
U.S. Bank December 2012 - September 2013
Paychex October 2008 - December 2012
UnitedHealthcare January 2008 - October 2008
SchoolsFirst Federal Credit Union January 2006 - January 2008
Skills
Sales, Customer Service, Human Resources, Credit, Payroll, CRM, Coaching, Process Improvement, Benefits Administration, Call Centers, Employee Benefits, Insurance, Customer Satisfaction, Payroll Taxes, COBRA, Cafeteria Plans, Workers Compensation, Salesforce.com, Training, Management, 401k, Customer Relations, Garnishments, Payroll Processing, Microsoft Office, Expense Management, Banking, Employee Training, Onboarding, Loans, Microsoft Excel, Mortgage Lending, Microsoft Word, Financial Analysis, General Ledger, Business Process..., Credit Analysis, Team Leadership, ADP Payroll, Project Management, Leadership, Account Management, New Business Development, Customer Retention, Team Building, Time Management
Education
University of Phoenix 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business Management, 3.7 GPA
UC Santa Barbara 2004 — 2006
Business Economics
Mater Dei High School 2002 — 2004
High School Diploma
Zions Bancorporation September 2015 - Present
California Bank & Trust October 2013 - September 2015
SchoolsFirst Federal Credit Union August 2011 - October 2013
Weber State Federal Credit Union February 2006 - August 2011
Marriott International & Ritz-Carlton Hotels May 2004 - February 2006
Skills
Marketing, Strategic Planning, Product Management, Brand Management, Product Development, Banking, Credit Unions, Marketing Strategy, Marketing Communications, Business Development, Strategy, Project Management, Management, Marketing Management, Direct Marketing, Market Research, Product Marketing, Retail Banking, CRM, Advertising, Loans, Competitive Analysis, Data Analysis, Product Strategy, statistical analysis, SEO/ SEM Marketing, Marketing Campaign..., Digital and Online..., Public Speaking, Regional Banks
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Corporate Strategy & Marketing
University of Utah - David Eccles School of Business
BS Degree, Business Marketing
SchoolsFirst Federal Credit Union August 2014 - Present
SchoolsFirst Federal Credit Union December 2011 - August 2014
Bank of America December 2010 - December 2011
DSW April 2004 - November 2010
Skills
Customer Service, Banking, Retail Banking, Loans, Microsoft Excel, Finance, Financial Services, Outlook
Education
Santa Ana College
SchoolsFirst Federal Credit Union August 2011 - Present
Wells Fargo April 1999 - May 2011
Skills
Loans, Leadership, Banking, Consumer Lending, Risk Management, Financial Analysis, Customer Service, Team Building, Training, Budgets, Analysis, Management, Strategic Planning, Process Improvement, Change Management, Account Management, Microsoft Excel, Team Leadership, Credit Unions
Education
Brandman University, Part of the Chapman University System 2012 — 2015
Master of Business Administration (M.B.A.)
UCLA 1997 — 1999
Bachelor of Arts (B.A.), Political Science
SchoolsFirst Federal Credit Union July 2012 - Present
Broadway Federal Bank November 2002 - July 2012
Skills
Branch Management, Banking, Retail Banking, Consumer Lending, Loans, Private Banking, Coaching, Customer Service, Cross Selling, Microsoft Office, AML, Microsoft Excel, Portfolio Management, Branch Banking, Core Banking, Bank Secrecy Act, Outlook, New Business Development, Financial Analysis, Commercial Banking, Risk Management, Loan Origination
Education
UCLA 1998 — 2006
Aon Hewitt Investment Consulting January 2015 - Present
University of California's Office of the Chief Investment Officer of The Regents October 2012 - December 2014
University of California August 2011 - October 2012
University of California Office of the President February 2010 - October 2012
iFlyz LLC. December 2007 - October 2010
University of California, Irvine August 2007 - February 2010
Roth Capital Partners LLC March 2008 - September 2008
University of California, Irvine March 2006 - June 2008
OCTFCU June 2004 - August 2007
SchoolsFirst Federal Credit Union June 2004 - August 2007
Skills
Corporations, Cross-functional Team..., Chartered Financial..., Investments, Capital Structure, Financial Modeling, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Program Management, Strategic Planning, Leadership, Human Resources, Vendor Management, Business Strategy, Performance Management, Project Management, Fixed Income, Employee Benefits, Project Planning, Budgets, Finance, Training, Portfolio Management, Strategic Financial..., Recruiting, Executive Management, Marketing, Financial Services, Strategy, Consulting, Data Analysis, Policy, Competitive Analysis, Risk Management, Equities, Management Consulting, Mutual Funds, Managerial Finance, Negotiation, Hedge Funds, Financial Planning, Asset Management, Valuation, Process Improvement, Due Diligence, Securities
Education
University of California, Irvine 2006 — 2008
MBA, Corporate Finance
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Rensselaer Polytechnic Institute 1997 — 2002
BS, Management - Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2002
BS, Management
Weston High School 1993 — 1997
New American Funding August 2011 - Present
SchoolsFirst Federal Credit Union March 2011 - August 2011
JMAC Wholesale Lending December 2009 - March 2011
On Call Employee Solutions 2007 - 2009
SCME Mortgage Bankers 2006 - 2007
Mortgage Investors Group 2004 - 2006
Bank of America 1998 - 2004
Directors Mortgage 1988 - 1995
Skills
Mortgage Underwriting, Mortgage Lending, Conventional Loans, Underwriting, Mortgage Banking, Financial Risk, Residential Mortgages, Refinance, Loans, Credit, Credit Analysis
Education
Riverside Community College
BancVue November 2014 - Present
California & Nevada Credit Union Leagues November 2012 - October 2014
SchoolsFirst Federal Credit Union June 2003 - October 2012
Web Wise Kids December 2010 - January 2012
SchoolsFirst FCU (formerly OCTFCU) November 2001 - June 2003
SchoolsFirst FCU (formerly OCTFCU) May 1998 - November 2001
SchoolsFirst FCU (formerly OCTFCU) June 1993 - May 1998
Skills
Voice of the Customer, Project Management, Strategy, Business Strategy, Strategic Planning, Team Building, Leadership, Coaching, Leadership Development, Management, Vendor Management, Analytics, Budgets, Risk Management, Financial Analysis, CRM, Business Development, Analysis, Marketing Strategy, Performance Management, Executive Management, Marketing, Business Planning
Education
CUES School of Applied Strategic Management
CSE
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Western CUNA Management School 1989 — 1991
Credit Union Management
Alta Vista Credit Union January 2010 - Present
SchoolsFirst Federal Credit Union November 2009 - December 2009
Service Plus Credit Union April 2005 - November 2009
California San Jose Mission January 2002 - February 2004
Skills
SQL, MS Office Suite, eForms, LiquidOffice, HTML, Spiceworks, Crystal Reports, Microsoft Office, Batch Files, Python, Troubleshooting, System Administration, Active Directory, Windows Server, Microsoft SQL Server, Help Desk Support, Microsoft Excel, Security, Analysis, PHP, Technical Writing, Networking, Microsoft Word, Fiserv XP2, DB2, Leadership, Management, Team Building, Process Improvement
Education
Western CUNA Management School (WCMS) 2015 — 2017
University of California, Riverside 2009 — 2011
Bachelor of Science, Business Admin & Info System Concentration
Riverside City College 2005 — 2009
Associates, Business
Revere High School 1997 — 2001
High School Diploma
SchoolsFirst Federal Credit Union August 2012 - Present
Automobile Club of Southern California/AAA November 2010 - August 2012
Automobile Club of Southern California/AAA September 2009 - November 2010
Automobile Club of Southern California/AAA June 2006 - September 2009
Skills
Email Marketing, Social Media Marketing, Social Media, Marketing, Newsletters, Interactive Marketing, Direct Marketing, Digital Marketing, Online Marketing, SEM, Marketing Communications, Recruiting, Leadership, Management
Education
University of California, Los Angeles 2001 — 2005
Bachelors of Arts, Sociology
SchoolsFirst Federal Credit Union November 2009 - Present
BNE Enterprises June 2008 - November 2009
SecureHorizon's by UnitedHealth Care July 2007 - June 2008
Instant Response Marketing January 2004 - June 2007
EchoStar Communications Corporation 1999 - 2003
Regal Supply and Chemical, Inc. 1988 - 1999
Skills
Vendor Management, Employee Training, Cross-functional Team..., Management, Process Improvement, Program Management, Call Centers, Strategy, Leadership, Call Center, Performance Management, Workforce Management, Team Building, Training, Business Development, Customer Satisfaction
Education
The University of Texas at El Paso 1981 — 1988
BA, Communications
SchoolsFirst Federal Credit Union September 2010 - Present
Mercury Insurance Group January 2009 - July 2010
Ascendant Technology LLC. April 2006 - December 2008
Miracle Software Systems May 2003 - March 2006
Detroit Water and Sewerage department April 2002 - April 2003
Sark Systems India Ltd. November 1999 - December 2001
Skills
LDAP, Websphere, Software Documentation, Web Servers, Engineering, System Administration, WebSphere Application..., SDLC, Spring, Portals, Oracle, SOA, XML, Weblogic, WebSphere Portal, Web Services, DB2, Integration, Struts, Enterprise Architecture, Linux, Java Enterprise Edition, JavaScript, Hibernate, Java, Agile Methodologies, JSP, WebSphere
Education
Osmania University
MCA
Osmania University
BSc
SchoolsFirst Federal Credit Union June 2007 - Present
Commercial Capital Bank February 2004 - January 2007
Hawthorne Savings Bank March 2002 - February 2004
First Fidelity Investment and Loan February 2000 - March 2002
Imperial Capital Bank January 1992 - January 2000
First Newport Bank January 1989 - January 1992
California Professional Savings January 1985 - January 1989
Education
University of CA - Irvine 2010 — 2012
Extension Course in Contract Management, Contract Management, A
Pepperdine University
MBA, Business Administration; finance
University of Redlands
Bachelor of Science, Business Administration
SchoolsFirst Federal Credit Union September 2008 - Present
CheckFree, a Fiserv Company August 2001 - August 2008
Corporate Network eCom, LLC (subsidiary of US Central Credit Union) August 2001 - July 2005
Bridge Information Systems 1998 - 2003
Education
University of Missouri-Kansas City 1987 — 1991
BSCS, Computer Science
SchoolsFirst Federal Credit Union June 2008 - Present
CUNA Mutual Group 2008 - Present
Morgan Stanley 2007 - 2008
New Century Mortgage 1998 - 2007
Skills
Investments, Retirement Planning, Series 7, Securities, Equities, Mutual Funds, Portfolio Management, Wealth Management, Retirement, Estate Planning, Financial Services, Series 66, Strategic Financial..., 401k, Asset Allocation, Financial Planning
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Psychology
CarMax November 2013 - Present
CarMax July 2012 - November 2013
CarMax March 2008 - June 2012
SchoolsFirst Federal Credit Union 2005 - 2007
SchoolsFirst Federal Credit Union 2001 - 2005
Skills
Inventory Management, Automotive, Purchasing, Process Improvement, Continuous Improvement, Strategic Planning
Education
University of California, Irvine 1996 — 2001
Bachelor of Arts (B.A.), Economics & Asian American Studies
Foothill High School 1992 — 1996
SchoolsFirst Federal Credit Union June 2014 - Present
Credit Union National Association July 2010 - June 2014
California and Nevada Credit Union Leagues March 2006 - July 2010
Xerox Federal Credit Union June 1997 - February 2006
Security Service Federal Credit Union July 1987 - June 1997
Accenture May 1982 - June 1987
Skills
Strategic Planning, Credit Unions, Banking, Non-profits, Risk Management, Leadership, Nonprofits, Financial Analysis, Fundraising, Loans, Process Improvement, Credit, Sales, Business Strategy, Mortgage Lending, Management, Strategy, Team Building, Commercial Lending, Training, Executive Management, Budgets, New Business Development, Coaching, Public Speaking, Marketing, Finance, Marketing Strategy, Sales Management, Financial Services, Business Planning, Business Development, Leadership Development, Mergers & Acquisitions, Organizational..., Analysis, Investments, Program Management, Vendor Management, Change Management, Policy, Public Relations, Management Consulting, Negotiation, Marketing Communications, Project Management, Financial Education, CRM, Market Research, Start-ups
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
BBA, Concentration in Finance
SchoolsFirst Federal Credit Union April 2014 - Present
N/A May 1996 - Present
SchoolsFirst Federal Credit Union August 2011 - April 2014
SchoolsFirst Federal Credit Union December 2004 - August 2011
Pendum, Inc. June 2003 - December 2004
Wescom Credit Union April 2000 - October 2000
Wescom Credit Union October 1999 - April 2000
Boeing March 1999 - September 1999
OfficeMax March 1996 - May 1998
Skills
Strategic Planning, Analysis, PowerPoint, Mac OS X, Microsoft Office, Vendor Management, Disaster Recovery, Project Management, Process Improvement, Access, Help Desk Support, Troubleshooting, Visio, Windows, Outlook, System Administration, OS X, Computer Security, Active Directory, Networking, Customer Service, Software Documentation
Education
St. John Bosco High School 1990 — 1994
Diploma
Punahou School 1981 — 1988
SchoolsFirst Federal Credit Union August 2005 - Present
Symitar September 2002 - August 2005
Skills
Banking, Risk Management, Process Improvement, Loans, Credit, Vendor Management, Microsoft Office, Business Analysis, Disaster Recovery, SDLC, Visio, Financial Analysis, Management, Project Management, Team Building, Customer Service
Education
UC Santa Cruz
ILWU Credit Union October 2010 - Present
1st Pacific Credit Union February 2009 - October 2010
SchoolsFirst Federal Credit Union February 2000 - February 2009
Washington Mutual 1996 - 2000
First Interstate Bank 1995 - 1996
Transamerica 1993 - 1995
Education
University of Michigan 1986 — 1990
B.A., Communication
SchoolsFirst Federal Credit Union February 2013 - Present
SchoolsFirst Federal Credit Union October 2006 - Present
Kinecta Federal Credit Union January 2006 - October 2006
E1 Financial Credit Union December 1997 - January 2006
Skills
Strategic Planning, Management, Credit Unions, Coaching, Branch Banking, Outlook, Home Equity Lines of..., Banking, Risk Management, Branch Management, Credit, Cross Selling, Lines Of Credit, Mortgage Lending, Consumer Lending, Loans, Retail Banking, Loan Origination, Bank Secrecy Act, Credit Cards
Education
Santa Ana College 1992 — 1994
Associate of Arts, English, Liberal Arts
SchoolsFirst Federal Credit Union November 2010 - Present
Bank of the West October 2005 - July 2010
Bank of the West October 2005 - July 2010
Skills
Product Management, Competitive Analysis, Cross-functional Team..., Management, Banking, Leadership, Analysis, Marketing Strategy, Finance, Sales, Treasury Management, Marketing, Pricing, Retail, Credit Cards, Retail Banking, Commercial Banking, Portfolio Management, Cash Management, Vendor Management
Education
University of Michigan
BA, Organizational Psychology & Business
Travelex August 2012 - June 2015
Pageant of the Masters June 1996 - August 2012
SchoolsFirst Federal Credit Union August 2007 - April 2012
SchoolsFirst Federal Credit Union August 2004 - August 2007
GameStop August 2002 - May 2004
Laguna Beach Unified School District October 1996 - December 2002
Education
Saddleback College 2012 — 2015
Computer and Information Sciences and Support Services
Saddleback College 1996 — 2002
General Studies
Laguna Beach High School 1992 — 1996
High School Diploma, General Studies
SchoolsFirst Federal Credit Union April 2007 - Present
SchoolsFirst Federal Credit Union April 2007 - Present
STJ, Inc January 2007 - March 2007
Hewlett-Packard Philippines January 2002 - July 2004
Compaq Computer Philippines January 2001 - December 2002
S2i2 Strategic Solutions Integrators Inc May 2000 - December 2000
Skills
ATM networks, Debit Cards, Payment Systems, Payment Card Processing, Transaction Processing, HP NonStop, EMV, PCI DSS, Electronic Payments, Banking, ISO8583, Credit Cards, COBOL, TACL, Base24, Base24-eps, JavaScript, C, C++, Scobol, TAL, XPNET, ACI Proactive Risk..., Prognosis, Gasper, Disaster Recovery, HP Atalla, HTML, Microsoft SQL, Vendor Management, ATM Networks, Business Analysis
Education
University of Santo Tomas 1996 — 2000
Bachelor's Degree, Mathematics and Computer Science
SchoolsFirst Federal Credit Union October 2013 - Present
Epoch Universal, Inc. August 2013 - October 2013
Altura Credit Union November 2005 - July 2013
Mercury Insurance February 2003 - November 2005
FedEx Office October 2000 - February 2003
Skills
Microsoft Excel, Servers, Troubleshooting, Windows, Budgets, Windows Server, Operating Systems, Blackberry, Microsoft Word, Strategic Planning, TCP/IP, Routers, Insurance, Group Policy, Time Management, VPN, Management, Credit, Customer Satisfaction, Project Management, Team Building, Network Security, Spreadsheets, Sales, Windows 7, Analysis, Banking, Visio, Data Entry, PowerPoint, Dell Computers, XP, Business Analysis, Risk Management, Technical Support, System Administration, Leadership, Software Installation, Call Centers, Active Directory, Access, VMware, Windows XP, Customer Service, Help Desk Support, Software Documentation, Network Administration, Sonicwall, Vendor Management, Cisco IOS
Education
San Diego State University-California State University 1995 — 1999
N/A, Criminal Justice/Sociology
George Washington Preparatory High School 1991 — 1995
High School Diploma, General Studies
CO-OP Financial Services March 2014 - Present
SchoolsFirst Federal Credit Union April 2013 - March 2014
Gensler Sales management & Planning August 2012 - April 2013
Antillus Personnel Solutions January 2012 - October 2012
WesCorp 2009 - 2010
WesCorp 1987 - 2009
Skills
Vendor Management, Analysis, Risk Management, Disaster Recovery, Budgets, Executive Management, Process Improvement, Financial Services, Banking, Team Building, Financial Analysis, Call Center, Business Analysis, Strategic Planning, Performance Management, Portfolio Management, Project Management, Project Planning, Business Planning, Customer Service, Leadership, New Business Development, Strategy, Microsoft Excel, Management Consulting, Cross-functional Team..., Team Leadership, Business Process..., Program Management, Business Strategy, Business Development, Governance, Business Intelligence, Operations Management, Training, Policy, Change Management, Enterprise Risk..., Finance, Management, Mergers & Acquisitions, Software Documentation, Visio, Access
Education
University of La Verne 2006 — 2008
BS, Organizational Management
SchoolsFirst Federal Credit Union August 2012 - Present
Edward Jones October 2009 - July 2012
Edward Jones June 2006 - October 2009
Education
Truman State University 1988 — 1990
BA, Management
SchoolsFirst Federal Credit Union May 2013 - Present
SchoolsFirst Federal Credit Union March 2012 - April 2013
SchoolsFirst Federal Credit Union January 2007 - March 2012
Wescom Credit Union April 2006 - February 2007
Wescom Credit Union October 2005 - April 2006
Arrowhead Central Credit Union January 2004 - October 2005
Arrowhead Central Credit Union June 2002 - January 2004
Arrowhead Central Credit Union January 2003 - August 2003
Skills
Banking, Symitar, Coaching, Sales, Team Building, Business Development, Management, Auditing, Spanish, Policy Analysis, Translation, Credit Unions, Credit, Consumer Lending, Loans, Cross Selling, Financial Services
Education
University of La Verne 2002 — 2011
Computer Science, Information Systems
Miller High School 1998 — 2002
A.B; Diploma, General Education
SchoolsFirst Federal Credit Union November 2003 - Present
United Airlines May 1991 - June 2003
Skills
Airlines, Customer Service, Budgets, Strategic Planning, Banking
Education
University of California, Santa Barbara 1984 — 1989
B.A., English & Art History
SchoolsFirst Federal Credit Union
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Securities, Banking, Insurance, Credit, Financial Services, Asset Management, Loans, Risk Management, Finance, Consumer Lending, Financial Advisory, Financial Planning
Education
University of Southern California 1996 — 2000
BS, Kinesiology
SchoolsFirst Federal Credit Union September 2014 - Present
Firefighters First Credit Union August 2013 - August 2014
Los Angeles Firemen's Credit Union March 2006 - August 2014
Financial Partners Credit Union 1995 - 2003
Re: Member Data Services 1991 - 1995
Skills
Banking, Process Improvement, Disaster Recovery, Call Center, Management, Vendor Management, Data Center, Business Analysis, Strategic Planning, IT Strategy, Troubleshooting, Internet Banking, Technology Planning, Credit Unions, Business Continuity, IT Operations, SharePoint, Executive Management, Integration, IT Management, Project Management, Leadership, Strategy, Change Management, Business Process, Risk Management, Customer Service, Budgets, Credit, Call Centers, Team Building, Information Technology, Business Process..., Analysis, Project Portfolio..., Software Documentation, Financial Services, Operations Management, Governance, Security, Business Intelligence, Marketing, Visio, CRM, Finance, Technology Leadership, Team Leadership, Infrastructure
Education
University of Tennessee at Martin 1984 — 1988
Business Administration, Data Systems, Business Administration, Computer Science
The University of Memphis
Reyes Holdings April 2013 - Present
SchoolsFirst Federal Credit Union April 2007 - April 2013
Skills
Loans, Microsoft Excel, Banking, Microsoft Word, Auditing, Accounts Receivable, Bank Secrecy Act, Consumer Lending, Credit, Credit Unions, Forecasting, Leadership, Microsoft Office, PowerPoint, Public Speaking, Time Management, Strategic Planning
Education
University of California, Irvine 2002 — 2004
BA, Political Science
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Bank June 2010 - June 2012
Wells Fargo April 2010 - June 2010
Education
Santa Ana College 1996 — 2000
Associate of Arts (AA), General Studies
SchoolsFirst Federal Credit Union August 2011 - Present
FPMC Processing January 2005 - Present
Education
University of Phoenix 2007 — 2009
Masters, MBA
University of Phoenix 1995 — 1997
Bachelor of Science, Business Management
Financial Partners Credit Union March 2015 - Present
SchoolsFirst Federal Credit Union June 2012 - March 2015
SchoolsFirst Federal Credit Union December 2009 - June 2012
SchoolsFirst Federal Credit Union September 2007 - December 2009
San Diego County Credit Union March 2004 - August 2007
Newgen Results October 2003 - March 2004
JC Penney January 1999 - October 2003
Skills
Leading Projects, Streamlining Operations, Federal Regulations E &..., Credit Cards, Credit Unions, Analysis, Portfolio Management, Banking, Credit, Risk Management
Education
National University 2011 — 2014
Psychology
Point Loma Nazarene University 1998 — 2002
Psychology
SchoolsFirst Federal Credit Union December 2012 - Present
Kinecta Federal Credit Union January 2012 - November 2012
CUNA Mutual Group October 2007 - December 2011
Persinger Properties February 2006 - March 2011
MassMutual Financial Group March 2005 - September 2007
Prudential Financial September 2001 - February 2005
U.S. Bank March 2000 - September 2001
Skills
Certified Financial..., Chartered Financial..., Series 7, 66 licenses, California Life,...
Education
Portland State University 1994 — 1998
Bachelor of Science (BS), Marketing/Advertising
MetLife March 2014 - Present
MetLife November 2009 - February 2014
MetLife January 2007 - October 2009
Far East National Bank September 2005 - January 2007
SchoolsFirst Federal Credit Union May 2003 - September 2005
Skills
Variable Annuities, Fixed Annuities, Product Management, Annuity Sales, Financial Services, Insurance, Banking, Microsoft Office, Series 6, Series 63, Life & Health Insurance..., IRAs, Retirement Planning, Indexed Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Product Development, Retirement
Education
Vanguard University of Southern California
Bachelor's degree, Business - Organizational Leadership
Palm Beach Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
ADP 2014 - Present
AIG SunAmerica 2013 - 2014
SchoolsFirst Federal Credit Union 2008 - 2013
Wachovia Bank 2007 - 2008
Bank of America 2005 - 2007
Education
University of California, Irvine 2000 — 2004
SchoolsFirst Federal Credit Union April 2014 - Present
American Express April 2009 - April 2014
Salt River Project February 2008 - April 2009
Motorola January 2006 - February 2008
Wells Fargo November 2002 - January 2006
ConocoPhillips August 1999 - November 2002
Norstan Consulting November 1995 - August 1999
Precision Graphics June 1993 - November 1995
Skills
Enterprise Architecture, Enterprise Software, IT Management, Vendor Management, Cloud Computing, Solution Architecture, SOA, Consulting, PeopleSoft, WebSphere, Web Logic, Red Hat Linux, ITIL, TOGAF, Six Sigma, Vendor Relations, Microsoft Technologies, J2EE, Process Improvement, Management
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (B.S.), Computer Science
University of Illinois at Urbana-Champaign 1990 — 1993
Bachelor of Science (B.S.), Computer Science