Solera National Bank
Description
Founded: 2007 Parent organization: Solera National Bancorp, Inc. Subsidiary: Residential Mortgage of Colorado, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportSolera National BankWebsiteDirections Saved (0) Saved Save 4 Google reviews Bank in Lakewood, Colorado Address: 319 S Sheridan Blvd, Lakewood, CO 80226 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 209-8600: : : : Category: Website: : Place name: : Website: http://www.solerabank.com/ Category: Bank 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. Questions & answers Ask a question See all questions (2)
Solera National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Solera National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Solera National Bank Employees
Employee
Years
Job
Industry
Jace Harmer Jace Harmer's Solera National Bank Experience March 2010 - June 2011
Job Senior Principal Software Engineer at RMS
Industry Design
Experience
RMS March 2015 - Present
Ctrl'd Audio September 2014 - Present
SPK Media March 2010 - Present
Freelance web and graphic design September 2009 - Present
Kapost July 2014 - March 2015
Kapost October 2013 - July 2014
Napkin Labs 2011 - September 2013
Solera National Bank March 2010 - June 2011
CREO Marketing Support Consultancy Services January 2009 - January 2010
Skills
Web Design, Web Development, HTML, CSS, JS, jQuery, Typography, Logo Design, Photoshop, Illustrator, InDesign, Graphic Design, Layout, Wordpress, Brand Developement, Adobe Creative Suite, User Experience, User Interface Design, Guitar, Carpentry, JavaScript, WordPress, Brand Development, Art Direction, Vector Illustration, Advertising, CoffeeScript, Jade, Stylus, Front-end Development
Education
Art Institute of Colorado 2010 — 2012
BA, Graphic Design
BYU-Idaho 2008 — 2010
RMS March 2015 - Present
Ctrl'd Audio September 2014 - Present
SPK Media March 2010 - Present
Freelance web and graphic design September 2009 - Present
Kapost July 2014 - March 2015
Kapost October 2013 - July 2014
Napkin Labs 2011 - September 2013
Solera National Bank March 2010 - June 2011
CREO Marketing Support Consultancy Services January 2009 - January 2010
Skills
Web Design, Web Development, HTML, CSS, JS, jQuery, Typography, Logo Design, Photoshop, Illustrator, InDesign, Graphic Design, Layout, Wordpress, Brand Developement, Adobe Creative Suite, User Experience, User Interface Design, Guitar, Carpentry, JavaScript, WordPress, Brand Development, Art Direction, Vector Illustration, Advertising, CoffeeScript, Jade, Stylus, Front-end Development
Education
Art Institute of Colorado 2010 — 2012
BA, Graphic Design
BYU-Idaho 2008 — 2010
Deb Mahan Deb Mahan's Solera National Bank Experience January 2013 - August 2014
Job Vice President, Loan Officer at Kirkpatrick Bank
Industry Banking
Experience
Kirkpatrick Bank October 2014 - Present
Solera National Bank January 2013 - August 2014
Dave Anderson for Congress January 2012 - November 2012
First Presbyterian Church August 1989 - July 1995
Skills
Loan Origination, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Leadership Development, Public Speaking, Credit, Commercial Banking, Underwriting, Portfolio Management, Banking, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Treasury Management, Consumer Lending, Teaching, Yoga, Non-profit Leadership, Board of Directors
Education
University of the Rockies 2008 — 2010
Master's Degree, Clinical Psychology
University of Colorado Colorado Springs 1997 — 1999
Bachelor's Degree, Psychology/Neuropsychology, Magna Cum Laude
Arizona State University 1985 — 1987
Bachelor of Science (B.S.), Psychology
Kirkpatrick Bank October 2014 - Present
Solera National Bank January 2013 - August 2014
Dave Anderson for Congress January 2012 - November 2012
First Presbyterian Church August 1989 - July 1995
Skills
Loan Origination, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Leadership Development, Public Speaking, Credit, Commercial Banking, Underwriting, Portfolio Management, Banking, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Treasury Management, Consumer Lending, Teaching, Yoga, Non-profit Leadership, Board of Directors
Education
University of the Rockies 2008 — 2010
Master's Degree, Clinical Psychology
University of Colorado Colorado Springs 1997 — 1999
Bachelor's Degree, Psychology/Neuropsychology, Magna Cum Laude
Arizona State University 1985 — 1987
Bachelor of Science (B.S.), Psychology
Nick Schaefer Nick Schaefer's Solera National Bank Experience April 2013 - February 2015
Job Credit Analyst at Citywide Banks
Industry Banking
Experience
Citywide Banks February 2015 - Present
Solera National Bank April 2013 - February 2015
TCF Bank July 2012 - April 2013
TCF Bank February 2012 - July 2012
Skills
Credit Analysis, Underwriting, Portfolio Management, SBA, Spec Construction, C&I, Financial Analysis, Finance, Credit, Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Credit Risk
Education
Metropolitan State College of Denver 2007 — 2010
Bachelor of Arts (B.A.), Writing/Finance
Citywide Banks February 2015 - Present
Solera National Bank April 2013 - February 2015
TCF Bank July 2012 - April 2013
TCF Bank February 2012 - July 2012
Skills
Credit Analysis, Underwriting, Portfolio Management, SBA, Spec Construction, C&I, Financial Analysis, Finance, Credit, Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Credit Risk
Education
Metropolitan State College of Denver 2007 — 2010
Bachelor of Arts (B.A.), Writing/Finance
Jeff Halverson Jeff Halverson's Solera National Bank Experience 2010 - 2012
Job Director APM Community Lending Partners
Industry Financial Services
Experience
American Pacific Mortgage February 2014 - Present
Solera National Bank 2010 - 2012
Colorado Capital Bank 2007 - 2009
Millennium Bank 2005 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Loan Origination, Residential Mortgages, Customer Service, Microsoft Office, Public Speaking, Leadership, Banking, Microsoft Excel, Underwriting, Commercial Lending, Finance, Management
Education
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Business Administration and Management, General
American Pacific Mortgage February 2014 - Present
Solera National Bank 2010 - 2012
Colorado Capital Bank 2007 - 2009
Millennium Bank 2005 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Loan Origination, Residential Mortgages, Customer Service, Microsoft Office, Public Speaking, Leadership, Banking, Microsoft Excel, Underwriting, Commercial Lending, Finance, Management
Education
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Business Administration and Management, General
Lisa Dowis's Solera National Bank Experience April 2013 - March 2014
Job Account Manager at Blakely + Company
Industry Marketing and Advertising
Experience
Blakely + Company June 2015 - Present
Krisalis Productions 2012 - May 2015
Solera National Bank April 2013 - March 2014
The Bank at Broadmoor September 2006 - April 2013
The Pikes Peak International Hill Climb 2002 - 2006
Calvin Klein Cosmetics 1987 - 1996
Skills
Building Relationships, Marketing Communications, Strategic Communications, Direct Marketing, Retail, Marketing, Business Development, Sales, Marketing Strategy, B2B, New Business Development, Event Management, Strategic Partnerships, Media Relations, Social Media Marketing, Team Building, Event Planning, Customer Service, Leadership, Email Marketing, Online Marketing
Education
Purdue University 1976 — 1980
BS, General Management/Marketing
Lafayette Jeff High School 1972 — 1976
College Prep
Blakely + Company June 2015 - Present
Krisalis Productions 2012 - May 2015
Solera National Bank April 2013 - March 2014
The Bank at Broadmoor September 2006 - April 2013
The Pikes Peak International Hill Climb 2002 - 2006
Calvin Klein Cosmetics 1987 - 1996
Skills
Building Relationships, Marketing Communications, Strategic Communications, Direct Marketing, Retail, Marketing, Business Development, Sales, Marketing Strategy, B2B, New Business Development, Event Management, Strategic Partnerships, Media Relations, Social Media Marketing, Team Building, Event Planning, Customer Service, Leadership, Email Marketing, Online Marketing
Education
Purdue University 1976 — 1980
BS, General Management/Marketing
Lafayette Jeff High School 1972 — 1976
College Prep
Lonnie Jenkins Lonnie Jenkins's Solera National Bank Experience December 2012 - Present
Job Vice President/Area Market Manager at Solera National Bank
Industry Banking
Experience
Solera National Bank December 2012 - Present
Skills
Commercial Banking, Credit, Banking, Credit Analysis, Commercial Lending, Loans, Financial Analysis, Risk Management, Underwriting, Small Business Lending, Mortgage Banking, Loan Origination
Education
University of Colorado at Boulder
Solera National Bank December 2012 - Present
Skills
Commercial Banking, Credit, Banking, Credit Analysis, Commercial Lending, Loans, Financial Analysis, Risk Management, Underwriting, Small Business Lending, Mortgage Banking, Loan Origination
Education
University of Colorado at Boulder
David Roberts David Roberts's Solera National Bank Experience 2012 - 2014
Job Board Director, CEO and Board Advisor
Industry Management Consulting
Experience
NG1 Technologies April 2015 - Present
Newport Board Group 2012 - Present
Sun Strategies Innovations, Ltd. April 2014 - Present
Strategic Programs, Inc. 2014 - Present
Solera National Bank 2012 - 2014
NeX Step 2010 - 2012
Soup Digital Innovations June 2008 - March 2010
Commonwealth Partners, LLC January 2004 - March 2010
University of Colorado, Denver August 2006 - May 2007
First Data Corp 2002 - 2004
Skills
Mergers, Due Diligence, Product Development, Valuation, Strategic Planning, Start-ups, Entrepreneurship, Business Strategy, Venture Capital, Corporate Development, Management Consulting, Strategic Partnerships, Team Building, Strategy, Mergers & Acquisitions, Private Equity, CRM, Competitive Analysis, Business Development, Executive Management, Management, Leadership, Business Planning, Program Management, Portfolio Management, Managerial Finance, Sales, Restructuring, International Business, Acquisition Integration, New Business Development, Consulting
Education
Harvard Business School 1974 — 1976
MBA, (with Distinction)
Brown University 1964 — 1970
A.B., American Civilization
NG1 Technologies April 2015 - Present
Newport Board Group 2012 - Present
Sun Strategies Innovations, Ltd. April 2014 - Present
Strategic Programs, Inc. 2014 - Present
Solera National Bank 2012 - 2014
NeX Step 2010 - 2012
Soup Digital Innovations June 2008 - March 2010
Commonwealth Partners, LLC January 2004 - March 2010
University of Colorado, Denver August 2006 - May 2007
First Data Corp 2002 - 2004
Skills
Mergers, Due Diligence, Product Development, Valuation, Strategic Planning, Start-ups, Entrepreneurship, Business Strategy, Venture Capital, Corporate Development, Management Consulting, Strategic Partnerships, Team Building, Strategy, Mergers & Acquisitions, Private Equity, CRM, Competitive Analysis, Business Development, Executive Management, Management, Leadership, Business Planning, Program Management, Portfolio Management, Managerial Finance, Sales, Restructuring, International Business, Acquisition Integration, New Business Development, Consulting
Education
Harvard Business School 1974 — 1976
MBA, (with Distinction)
Brown University 1964 — 1970
A.B., American Civilization
Ken Lovejoy, CeM® Ken Lovejoy, CeM®'s Solera National Bank Experience January 2012 - December 2014
Job Director, Integrated Marketing
Industry Marketing and Advertising
Experience
Evo Marketing Group January 2012 - Present
Charles Schwab 2015 - 2015
Solera National Bank January 2012 - December 2014
Old Mutual Capital/Old Mutual Investment Partners July 2006 - December 2011
American Select Insurance Marketing September 2002 - June 2006
The Chase Manhattan Bank 2001 - 2002
Janus Capital Group 1998 - 2001
R L Polk 1997 - 1998
Skills
Online Marketing, E-commerce, Marketing Strategy, Email Marketing, Social Media Marketing, Vendor Management, Direct Marketing, Strategic Planning, Marketing Management, Team Building, Digital Marketing, Integrated Marketing, SEO, Corporate Branding, Product Marketing, Insurance, Marketing Communications, Social Media, Sales Management, Public Relations, B2B, SEM, Web Analytics, New Business Development, Advertising, Competitive Analysis, Budgeting, Analytics, Public Speaking, Analysis, Blogging, Market Planning, PPC, Lead Generation, Market Analysis, Promotions, Campaign Management, Market Research, B2B Marketing, B2C, Online Advertising, Google Adwords, Google Analytics, Brand Development, Direct Mail, Social Networking, Salesforce.com, Marketing Research, Strategy, Marketing
Education
University of Northern Colorado
Journalism/Advertising and PR
Western Governors University
Bachelor of Science (BS), Marketing Management
Evo Marketing Group January 2012 - Present
Charles Schwab 2015 - 2015
Solera National Bank January 2012 - December 2014
Old Mutual Capital/Old Mutual Investment Partners July 2006 - December 2011
American Select Insurance Marketing September 2002 - June 2006
The Chase Manhattan Bank 2001 - 2002
Janus Capital Group 1998 - 2001
R L Polk 1997 - 1998
Skills
Online Marketing, E-commerce, Marketing Strategy, Email Marketing, Social Media Marketing, Vendor Management, Direct Marketing, Strategic Planning, Marketing Management, Team Building, Digital Marketing, Integrated Marketing, SEO, Corporate Branding, Product Marketing, Insurance, Marketing Communications, Social Media, Sales Management, Public Relations, B2B, SEM, Web Analytics, New Business Development, Advertising, Competitive Analysis, Budgeting, Analytics, Public Speaking, Analysis, Blogging, Market Planning, PPC, Lead Generation, Market Analysis, Promotions, Campaign Management, Market Research, B2B Marketing, B2C, Online Advertising, Google Adwords, Google Analytics, Brand Development, Direct Mail, Social Networking, Salesforce.com, Marketing Research, Strategy, Marketing
Education
University of Northern Colorado
Journalism/Advertising and PR
Western Governors University
Bachelor of Science (BS), Marketing Management
Stan Sena Stan Sena's Solera National Bank Experience 2007 - May 2014
Job President & CEO at Mountain Plains Minority Supplier Development Council
Industry Nonprofit Organization Management
Experience
Mountain Plains Minority Supplier Development Council August 2009 - Present
Rocky Mountain Minority Supplier Development Council August 2009 - Present
Colorado Enterprise Fund September 2012 - Present
Solera National Bank 2007 - May 2014
SNAP Staffing Services & Goodwin Personnel September 2001 - August 2009
AmeriCold Logistics June 1986 - December 1999
Skills
Business Development, Public Speaking, Strategic Planning, Non-profits, Organizational..., Community Outreach, Entrepreneurship, Leadership, Supplier Diversity, Fundraising, Recruiting, Leadership Development, Organizational..., Team Building, Nonprofits, Strategic Communications, Government, Management, Strategy, Proposal Writing, Marketing, Program Management, Public Relations, Media Relations, Event Management, Training, Marketing Strategy, Program Development, Policy, Coaching, Budgets, Workshop Facilitation, Event Planning, Community Development, Volunteer Management, Contract Negotiation, Project Management, Board Development, Grant Writing, Conflict Resolution
Education
University of Denver - Sturm College of Law 1977 — 1981
JD, LAW
Metropolitan State College of Denver
BA
Mountain Plains Minority Supplier Development Council August 2009 - Present
Rocky Mountain Minority Supplier Development Council August 2009 - Present
Colorado Enterprise Fund September 2012 - Present
Solera National Bank 2007 - May 2014
SNAP Staffing Services & Goodwin Personnel September 2001 - August 2009
AmeriCold Logistics June 1986 - December 1999
Skills
Business Development, Public Speaking, Strategic Planning, Non-profits, Organizational..., Community Outreach, Entrepreneurship, Leadership, Supplier Diversity, Fundraising, Recruiting, Leadership Development, Organizational..., Team Building, Nonprofits, Strategic Communications, Government, Management, Strategy, Proposal Writing, Marketing, Program Management, Public Relations, Media Relations, Event Management, Training, Marketing Strategy, Program Development, Policy, Coaching, Budgets, Workshop Facilitation, Event Planning, Community Development, Volunteer Management, Contract Negotiation, Project Management, Board Development, Grant Writing, Conflict Resolution
Education
University of Denver - Sturm College of Law 1977 — 1981
JD, LAW
Metropolitan State College of Denver
BA
Judy Malone Judy Malone's Solera National Bank Experience 2012 - 2013
Job Mortgage Loan Officer at Solera Mortgage
Industry Financial Services
Experience
Residential Mortgage of Colorado April 2009 - Present
Solera National Bank 2012 - 2013
Colorado Capital Bank February 2007 - April 2009
Vectra Bank Colorado February 2000 - February 2007
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Banking, VA loans, Credit, Investment Properties, FHA financing, First Time Home Buyers, Finance, Credit Analysis
Education
The University of New Mexico
Associate's degree, Business Administration and Management, General
Residential Mortgage of Colorado April 2009 - Present
Solera National Bank 2012 - 2013
Colorado Capital Bank February 2007 - April 2009
Vectra Bank Colorado February 2000 - February 2007
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Banking, VA loans, Credit, Investment Properties, FHA financing, First Time Home Buyers, Finance, Credit Analysis
Education
The University of New Mexico
Associate's degree, Business Administration and Management, General
Jackson Lounsberry Jackson Lounsberry's Solera National Bank Experience June 2014 - Present
Job Managing Partner at SIA Summit Investment Advisors, Board of Directors, Investment Officer Solera National Bank
Industry Financial Services
Experience
Solera National Bank June 2014 - Present
SIA Summit Investment Advisors September 2013 - Present
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Microsoft Excel, Financial Analysis, Investments, Wealth Management, Series 7, Trading, IRAs, 401k
Education
Northwestern University 1988 — 1991
Solera National Bank June 2014 - Present
SIA Summit Investment Advisors September 2013 - Present
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Microsoft Excel, Financial Analysis, Investments, Wealth Management, Series 7, Trading, IRAs, 401k
Education
Northwestern University 1988 — 1991
Greg Bianchi Greg Bianchi's Solera National Bank Experience September 2013 - October 2014
Job SBA Loan Professional
Industry Banking
Experience
Solera National Bank September 2013 - October 2014
TBank January 2013 - September 2013
Mutual of Omaha Bank November 2011 - November 2012
American National Bank, Colorado and Wyoming April 2004 - September 2011
Skills
Loans, Underwriting, Commercial Lending, Commercial Banking, Financial Analysis, Small Business Lending, Credit, Banking, Commercial Mortgages, Credit Analysis, Investments, SBA, Real Estate, Commercial Real Estate, Mortgage Lending, Refinance, Business Development, USDA, Small Business, Treasury Management, Credit Risk, Lines Of Credit, Business Relationship..., Consumer Lending
Education
University of Colorado Boulder 1997 — 2001
Business, Finance
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Solera National Bank September 2013 - October 2014
TBank January 2013 - September 2013
Mutual of Omaha Bank November 2011 - November 2012
American National Bank, Colorado and Wyoming April 2004 - September 2011
Skills
Loans, Underwriting, Commercial Lending, Commercial Banking, Financial Analysis, Small Business Lending, Credit, Banking, Commercial Mortgages, Credit Analysis, Investments, SBA, Real Estate, Commercial Real Estate, Mortgage Lending, Refinance, Business Development, USDA, Small Business, Treasury Management, Credit Risk, Lines Of Credit, Business Relationship..., Consumer Lending
Education
University of Colorado Boulder 1997 — 2001
Business, Finance
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Roberto Marcantonio Roberto Marcantonio's Solera National Bank Experience November 2012 - April 2013
Job Principal and Owner at EBrands of Colorado
Industry Graphic Design
Experience
E-Brands of Colorado April 2014 - Present
Marcantonio Photography & Design June 2000 - Present
The Third Eye Group June 2013 - September 2013
Fireblok Inc September 2012 - September 2013
Wonderland Brewing Comany March 2013 - May 2013
Solera National Bank November 2012 - April 2013
Vail Resorts/EpicMix November 2011 - April 2012
University of Colorado November 2007 - April 2008
Rocky Mountain Conference United Church of Christ July 2006 - October 2007
Goochose Interactive, LLC January 2004 - September 2006
Skills
Graphic Design, Logo Design, InDesign, Adobe Creative Suite, Layout, Adobe Acrobat, Illustrator, Dreamweaver, Photography, Photoshop, Advertising, Mac, Newsletters, QuarkXPress, Pre-press, Typography, Art Direction, Illustration, Web Design, Flash, Creative Direction, Business Cards, Corporate Identity, Direct Mail, Posters, Art, Brochures, Drawing, Catalogs, Graphics, User Interface Design, Collateral, Invitations, Visual Communication, Digital Photography, Flyers, Corporate Branding, Vector Illustration, Book Design, Digital Illustration, Sketching, Brand Development, Magazines, Banners, Concept Development, Creative Strategy, Publications, Packaging, User Experience, Motion Graphics
Education
Colorado Technical University 2008 — 2010
Bachelor of Arts, Digital Design
Colorado State University 1992 — 1996
Bachelor of Arts, Technical Journalism
E-Brands of Colorado April 2014 - Present
Marcantonio Photography & Design June 2000 - Present
The Third Eye Group June 2013 - September 2013
Fireblok Inc September 2012 - September 2013
Wonderland Brewing Comany March 2013 - May 2013
Solera National Bank November 2012 - April 2013
Vail Resorts/EpicMix November 2011 - April 2012
University of Colorado November 2007 - April 2008
Rocky Mountain Conference United Church of Christ July 2006 - October 2007
Goochose Interactive, LLC January 2004 - September 2006
Skills
Graphic Design, Logo Design, InDesign, Adobe Creative Suite, Layout, Adobe Acrobat, Illustrator, Dreamweaver, Photography, Photoshop, Advertising, Mac, Newsletters, QuarkXPress, Pre-press, Typography, Art Direction, Illustration, Web Design, Flash, Creative Direction, Business Cards, Corporate Identity, Direct Mail, Posters, Art, Brochures, Drawing, Catalogs, Graphics, User Interface Design, Collateral, Invitations, Visual Communication, Digital Photography, Flyers, Corporate Branding, Vector Illustration, Book Design, Digital Illustration, Sketching, Brand Development, Magazines, Banners, Concept Development, Creative Strategy, Publications, Packaging, User Experience, Motion Graphics
Education
Colorado Technical University 2008 — 2010
Bachelor of Arts, Digital Design
Colorado State University 1992 — 1996
Bachelor of Arts, Technical Journalism
Valeria Moran Valeria Moran's Solera National Bank Experience December 2013 - Present
Job Student at University of Colorado Denver
Industry
Experience
Solera National Bank December 2013 - Present
Education
University of Colorado Denver 2013 — 2017
Solera National Bank December 2013 - Present
Education
University of Colorado Denver 2013 — 2017
Flor Alvidrez Flor Alvidrez's Solera National Bank Experience June 2008 - June 2009
Job VP Business Development
Industry Construction
Experience
Flatirons Habitat for Humanity January 2014 - Present
Plaza Construction Inc. June 2002 - Present
Alvidrez & Associates February 2009 - September 2013
Palo Alto Inc. June 2010 - May 2011
Canges Iwashko Bethke & Bailey January 2010 - July 2010
The Bank of Denver June 2009 - January 2010
Solera National Bank June 2008 - June 2009
US Bank April 2006 - June 2009
Plaza Construction Inc January 2001 - January 2006
Hispanic Contractors of Colorado 2000 - 2005
Skills
Event Planning, Legal Research, Construction, Public Relations, Marketing, Budgets, Management, Advertising, Marketing Communications, Customer Service, Account Management, Strategic Planning, Legal Writing, New Business Development, Negotiation, Proposal Writing, Contract Negotiation, Business Development, Social Networking, Leadership, Microsoft Office, Team Leadership, Microsoft Excel, Sales, Team Building, Project Planning, Time Management, Contract Management, Research, Process Scheduler, Program Management, Small Business
Education
Circle of Latina Leadership 2013 — 2013
2013, Servant Leadership
University of Colorado Denver
Pre-Law Studies
Community College of Denver 2009 — 2012
Paralegal Certificate, Pre-Law Studies
Metropolitan State University of Denver 2005 — 2007
Public Relations
Denver West High 2001 — 2005
Diploma
Flatirons Habitat for Humanity January 2014 - Present
Plaza Construction Inc. June 2002 - Present
Alvidrez & Associates February 2009 - September 2013
Palo Alto Inc. June 2010 - May 2011
Canges Iwashko Bethke & Bailey January 2010 - July 2010
The Bank of Denver June 2009 - January 2010
Solera National Bank June 2008 - June 2009
US Bank April 2006 - June 2009
Plaza Construction Inc January 2001 - January 2006
Hispanic Contractors of Colorado 2000 - 2005
Skills
Event Planning, Legal Research, Construction, Public Relations, Marketing, Budgets, Management, Advertising, Marketing Communications, Customer Service, Account Management, Strategic Planning, Legal Writing, New Business Development, Negotiation, Proposal Writing, Contract Negotiation, Business Development, Social Networking, Leadership, Microsoft Office, Team Leadership, Microsoft Excel, Sales, Team Building, Project Planning, Time Management, Contract Management, Research, Process Scheduler, Program Management, Small Business
Education
Circle of Latina Leadership 2013 — 2013
2013, Servant Leadership
University of Colorado Denver
Pre-Law Studies
Community College of Denver 2009 — 2012
Paralegal Certificate, Pre-Law Studies
Metropolitan State University of Denver 2005 — 2007
Public Relations
Denver West High 2001 — 2005
Diploma
Stefanie Cowden's Solera National Bank Experience June 2014 - April 2015
Job Senior Compliance Analyst at CoBank
Industry Banking
Experience
CoBank April 2015 - Present
Solera National Bank June 2014 - April 2015
Solera National Bank June 2009 - June 2014
Solera National Bank 2009 - 2010
Peoples National Bank 2008 - 2009
Wells Fargo Financial 2002 - 2008
Skills
Banking, Bank Secrecy Act, Risk Management, OFAC, USA PATRIOT Act, Customer Service, Process Improvement, Fraud, Due Diligence, Accounting, Auditing, Microsoft Office, Loans, Commercial Banking, AML, Account Reconciliation, Accounts Payable, Risk Assessment, Research, Website Updating, IT Operations, Asset Managment, CTR, SAR, CAMS, Fraud Investigations, Policy Writing, Internal Controls, Employee Training
Education
AIB College of Business 2001 — 2003
Business Administration: Sales and Marketing, 3.86
CoBank April 2015 - Present
Solera National Bank June 2014 - April 2015
Solera National Bank June 2009 - June 2014
Solera National Bank 2009 - 2010
Peoples National Bank 2008 - 2009
Wells Fargo Financial 2002 - 2008
Skills
Banking, Bank Secrecy Act, Risk Management, OFAC, USA PATRIOT Act, Customer Service, Process Improvement, Fraud, Due Diligence, Accounting, Auditing, Microsoft Office, Loans, Commercial Banking, AML, Account Reconciliation, Accounts Payable, Risk Assessment, Research, Website Updating, IT Operations, Asset Managment, CTR, SAR, CAMS, Fraud Investigations, Policy Writing, Internal Controls, Employee Training
Education
AIB College of Business 2001 — 2003
Business Administration: Sales and Marketing, 3.86
Benjamin Martin, MBA's Solera National Bank Experience April 2013 - October 2014
Job
Industry Banking
Experience
Mountain View Bank of Commerce October 2014 - Present
Art from Ashes January 2009 - Present
Solera National Bank April 2013 - October 2014
Solera National Bank August 2011 - April 2013
Wells Fargo Bank December 2009 - August 2011
Wells Fargo December 2008 - December 2009
Colorado Capital Bank July 2008 - December 2008
Colorado Capital Bank January 2007 - December 2008
US Bank/US Bancorp Investments October 2001 - December 2006
Skills
Commercial Banking, Underwriting, Credit, Banking, Small Business Lending, Financial Analysis, Commercial Lending, Cash Flow, Treasury Management, Business Development, Small Business, Credit Analysis, Loans, Portfolio Management, Consumer Lending, Lines Of Credit, Risk Management, Mortgage Lending, Commercial Mortgages, Credit Risk, Loan Origination, Cash Management
Education
University of Phoenix 2005 — 2006
MBA, Business Administration
Luther College 1997 — 2001
Bachelor of Arts, Business Management, International Business, German
Mountain View Bank of Commerce October 2014 - Present
Art from Ashes January 2009 - Present
Solera National Bank April 2013 - October 2014
Solera National Bank August 2011 - April 2013
Wells Fargo Bank December 2009 - August 2011
Wells Fargo December 2008 - December 2009
Colorado Capital Bank July 2008 - December 2008
Colorado Capital Bank January 2007 - December 2008
US Bank/US Bancorp Investments October 2001 - December 2006
Skills
Commercial Banking, Underwriting, Credit, Banking, Small Business Lending, Financial Analysis, Commercial Lending, Cash Flow, Treasury Management, Business Development, Small Business, Credit Analysis, Loans, Portfolio Management, Consumer Lending, Lines Of Credit, Risk Management, Mortgage Lending, Commercial Mortgages, Credit Risk, Loan Origination, Cash Management
Education
University of Phoenix 2005 — 2006
MBA, Business Administration
Luther College 1997 — 2001
Bachelor of Arts, Business Management, International Business, German
Catherine Eden Catherine Eden's Solera National Bank Experience August 2013 - June 2014
Job Envestnet,Inc Audit Manager
Industry Financial Services
Experience
Envestnet, Inc June 2014 - Present
Solera National Bank August 2013 - June 2014
F&M Bank April 2010 - August 2013
United Western Bank 2002 - 2004
Skills
Loans, Internal Audit, Banking, Team Leadership, Risk Management, Financial Analysis, Credit, IT Audit, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Enterprise Risk..., Commercial Lending, Accounting, Finance, Commercial Banking, Financial Risk, Auditing
Education
Boise State University
Bachelor of Business Administration (BBA), Accounting
Envestnet, Inc June 2014 - Present
Solera National Bank August 2013 - June 2014
F&M Bank April 2010 - August 2013
United Western Bank 2002 - 2004
Skills
Loans, Internal Audit, Banking, Team Leadership, Risk Management, Financial Analysis, Credit, IT Audit, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Enterprise Risk..., Commercial Lending, Accounting, Finance, Commercial Banking, Financial Risk, Auditing
Education
Boise State University
Bachelor of Business Administration (BBA), Accounting
Kate Strecker, CPA's Solera National Bank Experience June 2009 - December 2011
Job Internal Reporting & Analysis Manager at Strad Energy Services Ltd.
Industry Accounting
Experience
Strad Energy Services Ltd. July 2015 - Present
Strad Energy Services Ltd. July 2013 - July 2015
BluSKY Restoration Contractors December 2011 - June 2013
Solera National Bank June 2009 - December 2011
McGladrey & Pullen January 2008 - April 2009
Skills
Financial Analysis, Accounting, GAAP, Auditing, US GAAP, SEC filings, Financial Reporting, CPA, Revenue Recognition, Internal Controls, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Customer Service, Cash Flow Forecasting, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Accounting, Accounting
University of Canterbury 2006 — 2006
Strad Energy Services Ltd. July 2015 - Present
Strad Energy Services Ltd. July 2013 - July 2015
BluSKY Restoration Contractors December 2011 - June 2013
Solera National Bank June 2009 - December 2011
McGladrey & Pullen January 2008 - April 2009
Skills
Financial Analysis, Accounting, GAAP, Auditing, US GAAP, SEC filings, Financial Reporting, CPA, Revenue Recognition, Internal Controls, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Customer Service, Cash Flow Forecasting, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Accounting, Accounting
University of Canterbury 2006 — 2006
Vern Hansen's Solera National Bank Experience December 2014 - Present
Job Executive Vice President Chief Credit Officer at Solera National Bank
Industry Banking
Experience
Solera National Bank December 2014 - Present
J.R. Bruno & Associates / Hansen Consulting Associates September 2010 - November 2014
Premier Members Federal Credit Union April 2014 - July 2014
Sunrise Bank November 2011 - April 2012
Los Padres Bank 2002 - September 2010
Bank of the Southwest May 2001 - June 2002
Matrix Bancorp January 1997 - May 2001
Mountain Parks Bank 1995 - 1997
Colorado National Bank 1990 - 1995
United Bank of Denver 1980 - 1988
Skills
Bank Management, Credit, Loans, Banking, Commercial Lending, Real Estate, Portfolio Management, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Commercial Mortgages, Underwriting, Credit Risk, Lines Of Credit, Asset Based Lending, Financial Analysis, Funding, Financial Risk, Loan Origination, Finance, Loan and Portfolio..., Small Business, Credit Review, Special Assets - Loan..., Management, Construction Loans, Financial Services, Branch Banking, Consumer Lending, Loan Review, Loan Consulting, Expert Witness, Loan Examination, Senior Credit Officer, Commercial Real Estate, Treasury Management, Financial Structuring, Financial Institutions, Mortgage Banking, Retail Banking, Cash Management, Real Estate Economics, Private Banking, Securities, Refinance, Structured Finance, Relationship Management, Investments, Real Estate Financing
Education
University of Iowa 1971 — 1975
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Finance
Solera National Bank December 2014 - Present
J.R. Bruno & Associates / Hansen Consulting Associates September 2010 - November 2014
Premier Members Federal Credit Union April 2014 - July 2014
Sunrise Bank November 2011 - April 2012
Los Padres Bank 2002 - September 2010
Bank of the Southwest May 2001 - June 2002
Matrix Bancorp January 1997 - May 2001
Mountain Parks Bank 1995 - 1997
Colorado National Bank 1990 - 1995
United Bank of Denver 1980 - 1988
Skills
Bank Management, Credit, Loans, Banking, Commercial Lending, Real Estate, Portfolio Management, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Commercial Mortgages, Underwriting, Credit Risk, Lines Of Credit, Asset Based Lending, Financial Analysis, Funding, Financial Risk, Loan Origination, Finance, Loan and Portfolio..., Small Business, Credit Review, Special Assets - Loan..., Management, Construction Loans, Financial Services, Branch Banking, Consumer Lending, Loan Review, Loan Consulting, Expert Witness, Loan Examination, Senior Credit Officer, Commercial Real Estate, Treasury Management, Financial Structuring, Financial Institutions, Mortgage Banking, Retail Banking, Cash Management, Real Estate Economics, Private Banking, Securities, Refinance, Structured Finance, Relationship Management, Investments, Real Estate Financing
Education
University of Iowa 1971 — 1975
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Finance
Sandi Moninger, PHR's Solera National Bank Experience January 2014 - July 2014
Job VP, Human Resources at Century Communities, Inc.
Industry Banking
Experience
Century Communities, Inc. January 2015 - Present
Solera National Bank January 2014 - July 2014
Scottrade March 2010 - December 2013
Computer Research, Inc. (CRI) January 2006 - February 2010
Janus Capital Group June 2004 - January 2006
OppenheimerFunds February 2004 - April 2004
INVESCO Funds Group April 2000 - December 2003
Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing
Education
Philadelphia University 1991 — 1995
Bachelor of Science (BS), Business Administration
Regis University
PHR Certification prep class
Century Communities, Inc. January 2015 - Present
Solera National Bank January 2014 - July 2014
Scottrade March 2010 - December 2013
Computer Research, Inc. (CRI) January 2006 - February 2010
Janus Capital Group June 2004 - January 2006
OppenheimerFunds February 2004 - April 2004
INVESCO Funds Group April 2000 - December 2003
Skills
Visio, Deferred Compensation, SharePoint, HRIS, Talent Management, SDLC, Benefits Administration, Employee Relations, Human Resources, Talent Acquisition, Analysis, Recruiting, Strategic Planning, Performance Management, Leadership, Employee Benefits, Financial Services, Applicant Tracking..., 401k, College Recruiting, Workforce Planning, Team Leadership, Onboarding, New Hire Orientations, Employee Engagement, Succession Planning, FMLA, ADP Payroll, Internet Recruiting, Interviews, Personnel Management, Employee Training, Hiring, Technical Recruiting, HR Policies, Organizational..., Employer Branding, Sourcing
Education
Philadelphia University 1991 — 1995
Bachelor of Science (BS), Business Administration
Regis University
PHR Certification prep class
KC Veio's Solera National Bank Experience 2007 - 2014
Job Chairman at Kline Alvarado Veio
Industry Law Practice
Experience
Kline Alvarado Veio June 2004 - Present
Denver Urban Renewal Authority 2014 - 2015
Denver Urban Renewal Authority 2014 - 2015
Solera National Bank 2007 - 2014
Brownstein Hyatt Farber Schreck 1995 - 2004
Kutak Rock 1993 - 1995
Sherman & Howard 1991 - 1993
Skills
Mergers, Corporate Governance, Real Estate, Corporate Law, Non-profits, Strategic Planning, Venture Capital, Due Diligence, Public Speaking, Private Equity, Contract Negotiation
Education
University of Denver - Sturm College of Law 1988 — 1991
University of Colorado Boulder 1984 — 1988
B.S., Business
Kline Alvarado Veio June 2004 - Present
Denver Urban Renewal Authority 2014 - 2015
Denver Urban Renewal Authority 2014 - 2015
Solera National Bank 2007 - 2014
Brownstein Hyatt Farber Schreck 1995 - 2004
Kutak Rock 1993 - 1995
Sherman & Howard 1991 - 1993
Skills
Mergers, Corporate Governance, Real Estate, Corporate Law, Non-profits, Strategic Planning, Venture Capital, Due Diligence, Public Speaking, Private Equity, Contract Negotiation
Education
University of Denver - Sturm College of Law 1988 — 1991
University of Colorado Boulder 1984 — 1988
B.S., Business
Barbara Fell's Solera National Bank Experience May 2013 - December 2013
Job Dental Assistant
Industry Hospital & Health Care
Experience
Solera National Bank May 2013 - December 2013
Lamont McMurtrey DDS 1990 - 2013
CORESTAFF Services 1993 - 1994
Skills
Customer Service, Microsoft Word, Staffing Services, Applicant Tracking..., Research, Office Management, Microsoft Office
Education
Front Range Community College
Solera National Bank May 2013 - December 2013
Lamont McMurtrey DDS 1990 - 2013
CORESTAFF Services 1993 - 1994
Skills
Customer Service, Microsoft Word, Staffing Services, Applicant Tracking..., Research, Office Management, Microsoft Office
Education
Front Range Community College
Petra Hrachova, CAMS, CRCM's Solera National Bank Experience February 2007 - May 2013
Job Senior Compliance Professional and Training Manager at Chartwell Compliance
Industry Banking
Experience
Chartwell Compliance May 2014 - Present
Federal Reserve Bank of Kansas City May 2013 - May 2014
Solera National Bank February 2007 - May 2013
Colorado Compliance Professionals 2008 - 2012
WestStar Bank 2000 - 2006
Skills
Compliance, Bank Secrecy Act, Credit Administration, Risk Management, Risk Assessment, Financial Regulation, Auditing, Social Media, USA PATRIOT Act, HMDA, Banking, Community Reinvestment..., Commercial Lending, Credit Risk, AML, Credit, Management, Loans, OFAC, Fraud, Small Business Lending, Operational Risk..., Commercial Banking, Anti Money Laundering
Education
Univerzita Pardubice 1994 — 1999
Masters, Economics and Administration
Chartwell Compliance May 2014 - Present
Federal Reserve Bank of Kansas City May 2013 - May 2014
Solera National Bank February 2007 - May 2013
Colorado Compliance Professionals 2008 - 2012
WestStar Bank 2000 - 2006
Skills
Compliance, Bank Secrecy Act, Credit Administration, Risk Management, Risk Assessment, Financial Regulation, Auditing, Social Media, USA PATRIOT Act, HMDA, Banking, Community Reinvestment..., Commercial Lending, Credit Risk, AML, Credit, Management, Loans, OFAC, Fraud, Small Business Lending, Operational Risk..., Commercial Banking, Anti Money Laundering
Education
Univerzita Pardubice 1994 — 1999
Masters, Economics and Administration
Andrew Seaton, CTP's Solera National Bank Experience February 2011 - August 2014
Job Senior Credit Analyst at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank August 2014 - Present
Solera National Bank February 2011 - August 2014
Mile High Banks June 2008 - January 2011
CIT 2005 - 2008
Premier Bank 2002 - 2005
Wells Fargo 1996 - 2002
WTIU 1991 - 1994
Skills
Accounting, Asset Based Lending, Banking, Budgeting, Business Planning, Cash Flow Lending, Cash Flow Forecasting, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Debt, Debt Structuring, Excel, Financial Analysis, Financial Modeling, Forecasting, Loans, Microsoft Office, Negotiation, Portfolio Management, Risk Management, Small Business Lending, Treasury Management, Underwriting, Working Capital..., Due Diligence, SBA, Commercial Mortgages
Education
University of Colorado Denver 2000 — 2002
MBA, Finance
Indiana University Bloomington 1990 — 1994
Bachelors, Telecommunications
University of Colorado at Denver
Masters, Accounting
RMA
Mutual of Omaha Bank August 2014 - Present
Solera National Bank February 2011 - August 2014
Mile High Banks June 2008 - January 2011
CIT 2005 - 2008
Premier Bank 2002 - 2005
Wells Fargo 1996 - 2002
WTIU 1991 - 1994
Skills
Accounting, Asset Based Lending, Banking, Budgeting, Business Planning, Cash Flow Lending, Cash Flow Forecasting, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Debt, Debt Structuring, Excel, Financial Analysis, Financial Modeling, Forecasting, Loans, Microsoft Office, Negotiation, Portfolio Management, Risk Management, Small Business Lending, Treasury Management, Underwriting, Working Capital..., Due Diligence, SBA, Commercial Mortgages
Education
University of Colorado Denver 2000 — 2002
MBA, Finance
Indiana University Bloomington 1990 — 1994
Bachelors, Telecommunications
University of Colorado at Denver
Masters, Accounting
RMA
Ricardo Small's Solera National Bank Experience September 2007 - April 2009
Job SVP @ Comerica Bank, Middle Market Group. Strategic Finance, Management and Capital Advisory
Industry Financial Services
Experience
Comerica Bank January 2014 - Present
Small World Capital Partners LLC May 2009 - January 2014
Business Catapult, Inc. April 2011 - November 2012
Solera National Bank September 2007 - April 2009
Bank of the West June 2005 - September 2007
JPMorgan Chase May 2004 - June 2005
Wells Fargo June 1999 - April 2004
Skills
Spanish, English, conversational French, Private Equity, Small Business, Financial Analysis, Strategic Planning, Banking, Business Planning, Management Consulting, New Business Development, Start-ups, Credit, Customer Relations, Venture Capital, Loans, Credit Analysis, International Business, Strategic Partnerships, Investments, Entrepreneurship, Portfolio Management, Strategy, Corporate Finance, Finance, Mergers & Acquisitions, Executive Management, Valuation, Emerging Markets, Corporate Development, Management, Financial Modeling, Business Development, Forecasting, Customer Service, French
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Finance and World Affairs
ASF - Mexico City 1977 — 1991
Comerica Bank January 2014 - Present
Small World Capital Partners LLC May 2009 - January 2014
Business Catapult, Inc. April 2011 - November 2012
Solera National Bank September 2007 - April 2009
Bank of the West June 2005 - September 2007
JPMorgan Chase May 2004 - June 2005
Wells Fargo June 1999 - April 2004
Skills
Spanish, English, conversational French, Private Equity, Small Business, Financial Analysis, Strategic Planning, Banking, Business Planning, Management Consulting, New Business Development, Start-ups, Credit, Customer Relations, Venture Capital, Loans, Credit Analysis, International Business, Strategic Partnerships, Investments, Entrepreneurship, Portfolio Management, Strategy, Corporate Finance, Finance, Mergers & Acquisitions, Executive Management, Valuation, Emerging Markets, Corporate Development, Management, Financial Modeling, Business Development, Forecasting, Customer Service, French
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Finance and World Affairs
ASF - Mexico City 1977 — 1991
Lindsay Sandham's Solera National Bank Experience 2012 - 2013
Job Chief Lending Officer
Industry Banking
Experience
Premier Members Credit Union 2014 - Present
Solera National Bank 2012 - 2013
Native American Bank 2008 - 2012
Federal Trust Bank 2006 - 2008
Various Florida Banks 2003 - 2006
CIBC 1994 - 2002
RBC 1990 - 1994
Skills
Banking, Credit, Team Leadership, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Compliance, Accounting, Account Management, Loans, Loan Origination, Construction Loans, Loan Servicing, Government Loans, Litigation, Bankruptcy, Credit Analysis, Commercial Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Management, Business Strategy, Business Development, Finance, Leadership, Underwriting, Financial Risk, Investments, Training
Education
Brock University
Bachelor of Business Administration (BBA), Business/Economics
Brock University
Bachelor of Arts (BA), Economics
Canadian Securities Institute (CSI)
Canadian Securities Course (CSC), Investments and Securities
Canadian Securities Institute (CSI)
Financial Planning and Services
Premier Members Credit Union 2014 - Present
Solera National Bank 2012 - 2013
Native American Bank 2008 - 2012
Federal Trust Bank 2006 - 2008
Various Florida Banks 2003 - 2006
CIBC 1994 - 2002
RBC 1990 - 1994
Skills
Banking, Credit, Team Leadership, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Compliance, Accounting, Account Management, Loans, Loan Origination, Construction Loans, Loan Servicing, Government Loans, Litigation, Bankruptcy, Credit Analysis, Commercial Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Management, Business Strategy, Business Development, Finance, Leadership, Underwriting, Financial Risk, Investments, Training
Education
Brock University
Bachelor of Business Administration (BBA), Business/Economics
Brock University
Bachelor of Arts (BA), Economics
Canadian Securities Institute (CSI)
Canadian Securities Course (CSC), Investments and Securities
Canadian Securities Institute (CSI)
Financial Planning and Services
Jana Zimmermann's Solera National Bank Experience December 2007 - June 2012
Job AVP, Loan Operations Manager
Industry Banking
Experience
Native American Bank N.A June 2012 - Present
Solera National Bank December 2007 - June 2012
Mortgage Smart & Colorado Loan Services June 2006 - December 2007
Skills
Mortgage Lending, Loans
Education
BVS Bank & Credit Union Training 2007 — 2010
Mortgage Training Institute (MTI)
Loan Officer Boot Camp
Masaryk University Brno
Degree in German, Major in Czech
Native American Bank N.A June 2012 - Present
Solera National Bank December 2007 - June 2012
Mortgage Smart & Colorado Loan Services June 2006 - December 2007
Skills
Mortgage Lending, Loans
Education
BVS Bank & Credit Union Training 2007 — 2010
Mortgage Training Institute (MTI)
Loan Officer Boot Camp
Masaryk University Brno
Degree in German, Major in Czech
Claudia Muro, M.A., LPCC's Solera National Bank Experience September 2007 - May 2010
Job Bilingual Therapist at Community Reach Center
Industry Mental Health Care
Experience
Community Reach Center June 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
Clínica Tepeyac September 2014 - April 2015
St. Charles Capital May 2010 - June 2014
Solera National Bank September 2007 - May 2010
Skills
Spanish, Banking, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Business Development, Financial Analysis, Finance, Strategic Planning, Financial Modeling
Education
Regis University 2012 — 2015
Master of Arts (M.A.), Clinical Counseling
Metropolitan State University of Denver
BA, Marketing
Community Reach Center June 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
Clínica Tepeyac September 2014 - April 2015
St. Charles Capital May 2010 - June 2014
Solera National Bank September 2007 - May 2010
Skills
Spanish, Banking, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Business Development, Financial Analysis, Finance, Strategic Planning, Financial Modeling
Education
Regis University 2012 — 2015
Master of Arts (M.A.), Clinical Counseling
Metropolitan State University of Denver
BA, Marketing
Caroline Novotny's Solera National Bank Experience August 2013 - Present
Job Loan Sales Associate at Solera National Bank
Industry Banking
Experience
Solera National Bank August 2013 - Present
Bank of Denver February 2007 - July 2013
FieldStone Mortgage Company October 2003 - February 2007
Guaranty Bank & Trust March 2001 - March 2003
Skills
Credit, Financial Analysis, Real Estate, Investments, Risk Management, Microsoft Office, Negotiation, Microsoft Excel, Mortgage Lending
Education
Lakeland Community College 1978 — 2002
AAB Business, Banking and Finance
Piedmont Virginia Community College 1987 — 1987
Solera National Bank August 2013 - Present
Bank of Denver February 2007 - July 2013
FieldStone Mortgage Company October 2003 - February 2007
Guaranty Bank & Trust March 2001 - March 2003
Skills
Credit, Financial Analysis, Real Estate, Investments, Risk Management, Microsoft Office, Negotiation, Microsoft Excel, Mortgage Lending
Education
Lakeland Community College 1978 — 2002
AAB Business, Banking and Finance
Piedmont Virginia Community College 1987 — 1987
John Tong's Solera National Bank Experience April 2015 - Present
Job Commercial Credit Analyst / Portfolio Manager at Solera National Bank
Industry Financial Services
Experience
Solera National Bank April 2015 - Present
Education
Regis University 1992 — 1996
Bachelor of Science (B.S.), Business/Managerial Economics
Regis Jesuit High School 1988 — 1992
High School
Solera National Bank April 2015 - Present
Education
Regis University 1992 — 1996
Bachelor of Science (B.S.), Business/Managerial Economics
Regis Jesuit High School 1988 — 1992
High School