Umpqua Bank
Industry: Bank holding company
DescriptionUmpqua Holdings Corporation, d.b.a. Umpqua Bank, is a financial holding company based in downtown Portland, Oregon, United States. Headquarters are in the Umpqua Bank Plaza, formerly the headquarters of Benj. Franklin Savings and Loan. Customer service: 00 1 541-440-3961 Headquarters: Portland, Oregon, United States CEO: Cort O'Haver Revenue: 871.6 million USD (2015)
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Umpqua Bank Employees
Serena Software August 2013 - Present
Umpqua Bank October 2011 - August 2013
NW Natural September 2010 - October 2011
NW Natural September 2007 - September 2010
KPMG US January 2006 - August 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Accounting Research, Account Reconciliation, Fixed Assets, Variance Analysis, Accounting Management, XBRL, US GAAP, Sarbanes-Oxley Act, Consolidation, Microsoft Excel, SAP, Intercompany, External Audit, Sarbanes-Oxley, General Ledger
Education
Brigham Young University 2004 — 2005
Master's degree, Accounting, 3.8
Brigham Young University 2001 — 2005
Bachelor's degree, Accounting, 3.75
Umpqua Bank January 2015 - Present
TIAA-CREF January 2012 - October 2013
TIAA-CREF January 2009 - December 2011
Bank of America November 2006 - August 2008
Bank of America July 2002 - October 2006
Bank of America January 1994 - June 2002
Skills
Strategy, CRM, Leadership, Management, Business Development, Banking, Cross-functional Team..., Investments, Financial Services, Wealth Management, Training, Credit, Start-ups, Financial Advisory, Coaching, Sales, Series 7, Marketing Strategy, Investment Management, Loans, Sales Management, Series 63, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Customer Service, Mortgage Lending, Wealth, Fixed Income
Education
San Jose State University 1994 — 1996
Bachelor of Science, Business Administration - International Business
Cabrillo College 1991 — 1993
Undergraduate general education studies
Nike December 2011 - Present
Umpqua Bank August 2011 - December 2011
Eagle Home Mortgage September 2010 - July 2011
First Tech Federal Credit Union December 2009 - September 2010
First Horizon Home Loans May 2005 - October 2009
Western Mortgage / Inter-City Housing October 2003 - May 2005
Venturi Staffing Partners October 2002 - August 2003
Pepsi Cola Bottling Company November 2000 - August 2002
Skills
Administrative..., Multi-task & Handle..., Event Planning, Event Management, Customer Service, Microsoft Word, Microsoft Excel, Office Management, Office Administration, Travel Arrangements, Loans Administration, Program Management
Education
Aims Community College
Associate of Arts (A.A.), Emphasis in Business
Greeley Central High School
Simple Solutions LLC May 2012 - Present
Junior League of Portland June 2009 - Present
Umpqua Bank July 2011 - May 2012
ORANGEWALLstudios inc. April 2011 - July 2011
Market Contractors November 2009 - April 2011
MBH Architects July 2004 - January 2009
Lionakis Beaumont Design Group September 2003 - June 2004
Jim Plum and Associates July 2003 - September 2003
Skills
Professional Organizing, Home Organizing, Time Management..., Organizing and Time..., Sustainable Design, Residential Design, Space Planning, Space-planning, Seminars, Time Management, Sustainability, Architectural Design, Construction Drawings, Renovation, Construction, Green Building, CAD, Rendering, Construction Management, Project Management, Interior Design, Organization, People Skills
Education
California State University-Chico 1999 — 2003
Bachelor of Arts (B.A.), Interior Design
Professional Organizing
Organizing and Time Management Expert
Umpqua Bank April 2014 - Present
Umpqua Bank July 2013 - Present
Umpqua Bank April 2011 - Present
Mechanics Bank June 2010 - April 2011
Mechanics Bank August 2007 - June 2010
Greater Bay Bank March 2006 - August 2007
Bank of Agriculture & Commerce/ECC Bank July 2002 - March 2006
Westamerica Bank May 1999 - 2002
Wells Fargo June 1993 - May 1999
Skills
Specialty lending - I..., Loans, Commercial Lending, Commercial Banking, Small Business Lending, Asset Based Lending, Credit Analysis, Commercial Mortgages, Banking, Credit, Lines Of Credit, Underwriting, Credit Risk, Treasury Management, Retail Banking, Portfolio Management, SBA, New Business Development, Finance, Financial Statement..., Working Capital..., Deposits, Financial Analysis, Consumer Lending, Mortgage Lending, Commercial Real Estate, Loan Origination
Education
Pacific Coast Banking School, University of Washington 2009 — 2011
Masters-Level, Banking
California State University-Fresno 1990 — 1995
Finance
Nike August 2015 - Present
Protiviti January 2015 - August 2015
Umpqua Bank July 2014 - January 2015
Brown Smith Wallace January 2013 - May 2014
Cassidy Turley May 2012 - December 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Finance, Auditing, Financial Accounting, Internal Audit, Internal Controls, General Ledger, Sarbanes-Oxley Act, Microsoft Office
Education
University of Missouri-Saint Louis 2010 — 2012
Bachelor of Science, Accounting, Summa Cum Laude
Brooks Institute of Photography 2006 — 2008
Commercial Photography
Simple Finance March 2014 - Present
Chartwell Compliance January 2013 - March 2014
PreCash September 2011 - January 2013
Umpqua Bank October 2007 - September 2011
GMAC March 2005 - March 2007
Skills
Project Management, Risk Management, Anti Money Laundering, Investigation, Financial Modeling, Account Reconciliation, Data Validation, Problem Solving, Bank Secrecy Act, USA PATRIOT Act, Regulatory Filings, Fraud Detection, Microsoft Excel, Online Research, Financial Services, Financial Risk, Banking, AML, Payments, KYC, Process Improvement, Visio, Electronic Payments, Risk Assessment, Credit, Fraud, Management, Strategy, Program Management, Retail Banking, Credit Cards, Credit Risk, Debit Cards, Commercial Banking
Education
American InterContinental University 2008 — 2008
Master's, Business Administration
University of Oregon 2002 — 2005
Bachelor's, Psychology
NightLight July 2013 - Present
Cornerstone Home Lending, Inc. December 2012 - May 2013
Umpqua Bank April 2012 - December 2012
Wells Fargo April 2011 - March 2012
Skills
Sales, Customer Service, Customer Satisfaction, Mortgage Lending, Cash Handling Experience, Critical Thinking, Positive Energy, Idea Generation, Entrepreneurship, Retail Banking, 10 Key, Cold Calling, Canvassing, Direct Sales, Grant Writing, Budgets, Retail Sales, Loans, Cash Flow Forecasting, Cash Flow Statements, Cash Flow Reporting, Financial Reporting, QuickBooks, Microsoft Excel, Microsoft Word, Volusion, Google Docs, Microsoft Office, English, Data Entry, Sales & Use Tax, Bookkeeping, Accounting, Banking, Deposits, Part Time CFO, Payroll, Financial Operations, Wire Transfers, Loan Servicing
Education
Western Washington University 2008 — 2011
Bachelor of Arts (B.A.), Music
Bellevue Community College 2006 — 2008
Umpqua Bank November 2009 - Present
Comerica Bank February 2005 - November 2009
Westamerica Bank July 1995 - February 2005
Skills
Commercial Lending, Commercial Banking, Banking, Credit Analysis, Loans, Credit, Lines Of Credit, Underwriting, Mortgage Lending, Asset Based Lending, Cash Management, Commercial Mortgages, Financial Analysis
Education
California State University-Chico 1986 — 1989
Business, Management, Marketing, and Related Support Services
College of Marin
Umpqua Bank September 2013 - Present
BB&T September 2009 - December 2013
Credit Suisse October 2006 - December 2008
Security Management Consulting July 2003 - October 2006
LM Ericsson 1997 - 2000
Skills
Responsive Web, JQuery, Graphic Design, Mobile Web Design, Media Queries, HTML5, CSS3, JavaScript, RSS, Adobe Creative Suite, PHP, VBScript, JSP, MySQL, HTML 5, Web Design, jQuery, User Experience, CSS, Dreamweaver, User Interface Design, SharePoint, Illustrator, SEO, Interaction Design, Mobile Applications, Flash, Mobile Devices, Web Development, Usability, Web Analytics, WordPress, Multimedia, Front-end, Web Applications, Information Architecture, Agile Methodologies, Photoshop, User Interface, CMS, XHTML, Adobe Fireworks, Usability Testing, User-centered Design, Accessibility, Wireframes, User Experience Design, ActionScript, Drupal, Google Analytics
Education
Bellevue Community College 1995 — 1997
Associates Degree, Media Communications
Evergreen Home Loans July 2014 - Present
Umpqua Bank October 2008 - July 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Credit, Investment Properties, First Time Home Buyers, Customer Service, Residential Homes, Loans, FHA, Mortgage Lending
Education
Brigham Young University - Idaho
Umpqua Bank July 2014 - December 2014
U.S. Bank September 2011 - June 2014
U.S. Bank February 2009 - September 2011
Western Capital Bank August 2008 - February 2009
Skills
Cash Flow Lending, Cash Flow Statements, Cash Flow Reporting, Cash Flow Forecasting, Financial Statement..., Home Equity Loans, Business Loans, Unsecured Loans, Loans, Customer Service, Microsoft Office, Credit, Social Media, Analysis, Finance
Education
Claremont McKenna College 2003 — 2007
Bachelor's degree, Economics-Accouting
Boise State University 2006 — 2007
First Republic Bank May 2013 - Present
Umpqua Bank May 2009 - May 2013
F&M Bank February 2006 - May 2009
United States Air Force September 1996 - May 2004
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Asset Based Lending, Lines Of Credit, Underwriting, Commercial Mortgages, Financial Structuring, Financial Projection, Financial Analysis, Banking, Cash Flow, Portfolio Management, Small Business Lending
Education
CSU Stanislaus 2007 — 2011
Master of Business Administration (M.B.A.), Finance
UC Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
CBA Hyperion Commercial Lending School 2007 — 2007
Wells Fargo December 2013 - Present
Pleasant Valley Catering April 2013 - October 2013
Umpqua Bank May 2012 - April 2013
Umpqua Bank March 2011 - May 2012
El Dorado Savings Bank February 2010 - February 2011
Sears Authorized Hometown Stores, LLC June 2003 - January 2010
Skills
Microsoft Office, Banking, Sales, Customer Service, Cross Selling, Microsoft Excel, Cold Calling, Microsoft Word, Customer Retention, Business Development, Leadership, Public Speaking, Credit, Loans, Commercial Banking, Treasury Management, Financial Reporting, Finance, Lines Of Credit, Credit Analysis, Commercial Lending, ACH, Financial Analysis, Cash Management
Education
American InterContinental University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
American InterContinental University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Management
Umpqua Bank April 2013 - February 2015
Boise Elementary Spanish August 2007 - April 2014
Riverstone August 2009 - August 2011
Skills
Teaching, Research, Spanish, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Event Planning, Social Media, Nonprofits, Higher Education, Leadership, Coaching, Community Outreach, Fundraising
Education
Boise State University 2007 — 2012
Elementary Education and Teaching
Umpqua Bank July 2014 - Present
Cappelli Miles September 2011 - July 2014
Beloit College Office of Communications and Marketing May 2011 - August 2011
Beloit College Office of Communications and Marketing August 2010 - May 2011
Cipher Studios December 2008 - June 2009
Beloit College Magazine August 2008 - December 2008
Skills
Copywriting, Editing, Advertising, Social Media, Oxford Comma, Brand Development, Press Releases, Copy Editing, AP Style
Education
Beloit College 2007 — 2011
Bachelor of Arts, Creative Writing
Umpqua Bank April 2014 - Present
Sterling Savings Bank April 2013 - April 2014
Empire Airlines / Empire Aerospace September 2011 - April 2013
Self employed June 1995 - April 2013
Gullo Enterprises, Buffalo Arms Co March 2010 - September 2011
Bish's RV Supercenter June 2008 - December 2009
United Medical Solutions August 2007 - February 2008
Dell, Inc December 2005 - March 2007
Sento Corporation December 2003 - August 2004
Convergys December 2000 - November 2002
Skills
Troubleshooting, Security, Laptops, Servers, Workstations, Dell PowerEdge Servers, Dell Desktops, Dell OpenManage, Dell Computers, Technical Support, Network Administration, XP, Networking, Information Security, Active Directory, Group Policy, Storage, Windows Server, Firewalls, Computer Hardware, Computer Repair, Computer Security, Citrix, Disaster Recovery, Cisco Technologies, Operating Systems, Server Administration, Information Technology, Management, Network Security, Antivirus, Enterprise Software, Microsoft Technologies, Remote Desktop, Windows, VPN, IT Operations, Wireless Networking, Help Desk Support, IT Management, Blackberry Enterprise..., Microsoft Exchange, Windows 7, Software Installation, Windows XP, Hardware, DHCP
Education
ITT Technical Institute 2009 — 2012
Bachelor's of Science, Information Systems Security, 3.95
Ashworth College 2007 — 2009
Associates - Transferred to ITT Tech, Computer Science, Criminal Justice
Snake River High School 1991 — 1995
High School Diploma
Umpqua Bank June 2009 - Present
MNID & Associates 1999 - 2009
Skills
Loan Origination, Mortgage Lending, Graphic Design, Purchasing, Microsoft Office, Customer Service, Credit, Banking, Finance, Credit Analysis
Education
Art Institute of Seattle 1998 — 1999
Desktop Publication
Shoreline Community College 1990 — 1992
Primerica August 2014 - Present
Umpqua Bank June 2014 - June 2015
Army National Guard January 2008 - February 2014
Progrexion September 2012 - January 2013
U.S. Bank August 2011 - January 2012
Wells Fargo July 2007 - June 2010
Skills
Leadership, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Team Leadership, Time Management, Teamwork, Sales, Financial Analysis, Banking, Credit, Research, Team Building, Microsoft Excel
Education
Brigham Young University - Idaho 2012 — 2015
Associate of Arts (A.A.), Economics, 3.456
Umpqua Bank July 2015 - Present
United States Air Force August 2012 - July 2014
United States Air Force December 2010 - August 2012
United States Air Force November 2008 - September 2010
Skills
•Customer service..., •Skilled in Microsoft..., •Expert on military..., •Excellent..., •Records custodian..., •Secret Security..., •Trained in survival..., •Expert marksman, Leadership, Defense, Management, Security, Military, Human Resources, Command, Air Force, Tactics, DoD, Customer Service
Education
Walden University 2015 — 2016
Master of Science (MS), Information Technology
Walden University 2015 — 2015
Graduate Certificate, Information systems
Iona College 2014 — 2015
Graduate Certificate, Human Resources Management/Personnel Administration, General
Walden University 2013 — 2014
Master of Science (M.S.), Criminal Justice, 3.55
Ashford University 2011 — 2012
Bachelor of Arts (B.A.), Psychology, 3.94
FranklinCovey April 2015 - Present
Umpqua Bank March 2009 - April 2015
California Waterfowl Association Chico State Chapter January 2014 - December 2014
Umpqua Bank March 2013 - March 2014
Hewlett-Packard August 2013 - December 2013
Skills
Customer Service, Marketing, Leadership, Sales, Banking, Loans, Time Management, Small Business Lending, Networking, Credit, Retail Banking, Business Development, Microsoft Office, Public Speaking, Marketing Strategy, Advertising, Microsoft Excel, Social Media, Consumer Lending, Strategy, Social Networking, Team Building, Coaching
Education
California State University-Chico 2012 — 2014
Bachelor of Business Administration (BBA), Marketing
Butte College
Associate's degree, Social Sciences
Live Oak High school
Umpqua Bank May 2012 - Present
American West Bank December 2011 - May 2012
Washington Trust Bank September 2006 - December 2011
Skills
Credit, Credit Analysis, Loans, Analysis, Management, Software Documentation, New Business Development, Commercial Real Estate, Policy, Private Banking, Banking, Financial Analysis, Financial Modeling, Risk Management, Credit Risk
Education
Gonzaga University Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Whitworth University 2003 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Lake Roosevelt High School
Lake Roosevelt High School
City National Bank September 2015 - Present
Umpqua Bank January 2015 - August 2015
Rabobank September 2014 - November 2014
Wells Fargo December 2010 - July 2013
Wells Fargo December 2006 - December 2010
Wells Fargo September 2006 - December 2006
National City Bank 2005 - 2006
Edward Jones 2002 - 2005
Goldman Sachs 2000 - 2002
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Financial Modeling, Banking, Credit, Investments, Commercial Banking, Commercial Lending, Loans, Risk Management, Securities, Underwriting, Financial Structuring, Due Diligence, Valuation, Mergers & Acquisitions, Asset Management, Finance, Retail Banking, Financial Risk, Equities, Small Business Lending, Mortgage Lending, Options, Treasury Management, Credit Risk, Capital Markets, Investment Banking, Strategic Financial..., Financial Services, Real Estate, Commercial Real Estate, Business Development, CRM, Mutual Funds, Trading, Cash Management, Loan Origination, Corporate Finance, Management, Fixed Income, Derivatives, Investment Properties, Relationship Management
Education
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Arizona State University 2013 — 2014
Master's degree, Real Estate Development
CoBank May 2014 - Present
Umpqua Bank June 2010 - May 2014
Silverado Bank May 2005 - June 2010
Western Sierra Bank June 2003 - May 2005
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Banking, Financial Analysis, Customer Service, Sales, Microsoft Excel, Strategic Planning, Lines Of Credit, Microsoft Office, Forecasting, Asset Based Lending, Commercial Mortgages, Microsoft Word, Portfolio Management, Commercial Real Estate, Underwriting, Real Estate, Risk Management, Business Development, Management, SBA, Finance
Education
Cal Poly San Luis Obispo
Bachelor's degree
Umpqua Bank May 2013 - Present
Child Protective Services October 2011 - October 2014
SCAN October 2010 - March 2012
Ritzville Chamber of Commerce August 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Negotiation, Editing, Research
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Psychology
Ashford University 2008 — 2010
Umpqua Bank April 2014 - Present
Sterling Bank HQ September 2002 - Present
Sterling Savings Bank September 2002 - April 2014
Skills
Loans, Loan Origination, Lines Of Credit, Credit, Banking, Commercial Banking, Commercial Real Estate, Funding, Commercial Lending, Small Business Lending
Education
Interface College-Spokane 1998 — 1999
Office Administration
Hermiston High School
Umpqua Bank April 2014 - Present
Sterling Bank March 2012 - April 2014
Banner Bank March 2009 - March 2012
Banner Bank October 2006 - March 2009
Chinatrust Bank November 2005 - September 2006
AIM Healthcare April 2005 - November 2005
Washington Mutual September 1999 - September 2004
Key Bank September 1997 - September 1999
Skills
Customer Service, Banking, Sales, Microsoft Office, Microsoft Excel, Outlook, Team Building, Microsoft Word, Credit, Retail Banking, Financial Analysis, Leadership, Loans
Education
Art Institute of Seattle 2002 — 2004
Culinary Arts
Umpqua Bank July 2009 - Present
Frontier Bank 2004 - 2009
Pacific Northwest Bank 1988 - 2003
US Bank 1987 - 1988
Old National Bank 1984 - 1988
Education
Pacific Coast Banking School 1997 - 1999 1997 — 1999
Boise State University 1977 — 1982
BA, Economics and Finance
American Red Cross July 2015 - Present
The Standard December 2014 - January 2015
Planned Parenthood Columbia Willamette June 2014 - August 2014
OHSU Oregon Health & Science University February 2014 - June 2014
Central City Concern April 2011 - June 2011
Umpqua Bank October 2010 - December 2010
Central Manchester & Manchester Children's Foundation Trust September 2006 - July 2010
Skills
Healthcare, Hospitals, Cpr Certified, Healthcare Management, Appointment Scheduling, Outlook, Time Management, Healthcare Information..., Medical Terminology, Medical Records, ICD-9, Medical Billing, Medical Coding, Office Administration, PowerPoint, EMR, EHR, Microsoft Office, Medication..., Microsoft Excel, HIPAA, Administrative..., Data Entry, Telephone Skills, Access, Critical Thinking, Administration, Multi-line Phone, Health Information..., Fax, Databases, Filing, 10 Key, Office Equipment, Clerical Skills, Invoicing, CPT, Coders, Ten Key, ICD-9-CM, Physician Coding, Release of Information, E/M coding, Spreadsheets, Accurate Data Entry, Highly detail oriented, Training, Software Documentation, Administrative..., Organizational...
Education
Mt. Hood Community College 2012 — 2013
Certificate in Medical Coding, Medical Informatics
American River College 1999 — 2003
Associate in Arts, Fine Arts
Bank of America April 2014 - Present
Bank of America May 2013 - April 2014
Bankof America June 2012 - April 2013
Umpqua Bank April 2011 - May 2012
FDIC July 2009 - March 2011
JPM Chase/WaMu June 1996 - January 2009
First Interstate Management Services Company April 1993 - April 1996
Federal Reserve Bank of Philadelphia April 1988 - June 1991
Federal Reserve Bank of Atlanta, Miami Branch October 1987 - April 1989
Skills
Credit, Banking, Compliance, Risk Management, Internal Controls, Process Improvement, Internal Audit, Financial Risk, Auditing, Risk Assessment
Education
Bloomsburg University of Pennsylvania 1980 — 1984
B.S., Business Economics
Panther Valley High School 1972 — 1980
UBS Wealth Management April 2015 - Present
Harborstone Credit Union August 2011 - April 2015
Purcell Advisory Services, LLC March 2011 - June 2011
Umpqua Bank July 2010 - March 2011
Butte Community Bank June 2009 - August 2010
Morgan Stanley May 2008 - June 2009
Skills
Customer Service, Microsoft Office, Series 7, Outlook, PowerPoint, Sales, Microsoft Word, Social Media, Access, Risk Management, Microsoft Excel, Organizational..., Task Management, Team Oriented, Excel, Customer Relations, Problem Solving, Filing, Event Planning, Scheduling, Salesforce.com, Accountability, Banking, Series 66, Seminar Presentations, Flexibility
Education
California State University-Sacramento 2007 — 2009
Finance, Economics
Moraine Valley Community College 2006 — 2007
California Polytechnic State University-San Luis Obispo 2005 — 2006
Business
Wells Fargo November 2014 - Present
Umpqua Bank June 2012 - October 2014
California Bank & Trust June 2011 - April 2012
Bank of America May 2010 - June 2011
Adnik Asset Management July 2008 - March 2010
Nutting & Jorgensen, LLP September 2005 - July 2008
Skills
Credit, Banking, Commercial Banking, Finance, Commercial Lending, Entrepreneurship, Loans, Relationship Management, Lines Of Credit, Goal Oriented, Leadership, Start-ups, Portfolio Management, Corporate Finance, New Business Development, Financial Analysis, Asset Management, Strategic Leadership, Underwriting, Analysis, Business Relationship..., Real Estate Financing
Education
Sid Craig School of Business - California State University, Fresno 2011 — 2012
Master's of Business Administration, Finance
California State University-Fresno 2007 — 2010
BS, Business Administration-Entrepreneurship
Pacific Living Properties April 2015 - Present
Umpqua Bank May 2012 - April 2015
Encompass NW July 2009 - March 2012
Coach Factory Store May 2009 - July 2009
Parker Services May 2007 - January 2008
Sears Roebuck October 2004 - September 2005
Skills
MS Office Suite, Critical Thinking, Organizing, Bilingual, Data Entry, Data Management, Typing, Clerical Skills, Communication Written, Outlook, Scheduling, Problem Solving, Customer Service, Security, Spanish, Access, Microsoft Office, Microsoft Word, Research, Telephone Skills, Leadership, Coaching, Training, Banking, Change Management, Customer Satisfaction, Sales, Management, Sales Management, Program Management
Education
University of Phoenix 2009 — 2011
Bachelor of Science, Organizational Security and Management
Axia College of University of Phoenix 2006 — 2009
Associate of Arts, Criminal Justice
Bellevue Community College 2006 — 2006
General Education Degree, General Studies
Umpqua Bank May 2015 - Present
California Bank & Trust April 2013 - May 2015
California Bank & Trust June 2007 - March 2013
GPS Capital Markets, Inc. April 2002 - May 2004
Wells Fargo December 1997 - April 2002
Skills
Risk Management, Foreign Exchange, Financial Risk, Banking, Salesforce.com, Forwards, Treasury Management, Management, Structured Products, SWIFT payments, Microsoft Office, Reuters Eikon, Bloomberg Software, Spot, Currency Swaps, Vanilla Options, Spot Systems, Forward Contracts, Mysis Opics, FSS Spectrum, Sales, Sales Management, Public Speaking, Presentations, Sales Presentations, FX Hedging, Foreign Currency, Payments, Customer Demos, FAS 133, FAS 52, Multi-currency, Technical Analysis, Fundamental Analysis, Technical Product Sales, Structured Finance, FX Options, FX Swaps, FX trading, Financial Analysis, Cash Management, Logistics, Credit, Investments, FX Trading, Credit Analysis, Commercial Lending, Portfolio Management
Education
University of Utah 1991 — 1995
Bachelor's Degree, Major Spanish Language and Literature Minor Economics
Arizona State University 1987 — 1988
KeyBank October 2013 - January 2015
Umpqua Bank October 2010 - October 2013
JPMorgan Chase May 2009 - October 2010
Washington Mutual (now JPMorgan Chase) June 2008 - May 2009
Northwest Airlines January 2007 - April 2008
Gold's Gym January 2005 - January 2007
Skills
Customer-focused, Collaboration, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Service Coordination, Banking, Consumer Lending, Teamwork, Customer Service, Leadership, Sales, Loans, Credit, Mortgage Lending, Retail Banking
Education
Bellevue Community College 2003 — 2005
Interdisciplinary Studies
First California Mortgage Company February 2015 - Present
Umpqua Bank May 2012 - January 2015
Gainer Financial May 2010 - May 2011
CMG Mortgage April 2009 - May 2010
Residential Pacific Mortgage January 2008 - October 2008
Paul Financial June 2006 - August 2007
Capitol Commerce Mortgage January 1996 - August 2003
Pacmor Financial Corporation dba Pacific Mortgage January 1986 - January 1996
Skills
Loans, Mortgage Lending, Real Estate, Banking, Underwriting, Retail, Customer Service, Management, Leadership, Team Building, Loan Origination, Mortgage Banking, Budgets, Microsoft Excel, Public Speaking
Education
California State University-Chico 1977 — 1982
Business Administration - Accounting
Umpqua Bank January 2013 - Present
TCF Bank 2010 - 2012
Domino's Pizza July 2001 - March 2011
Salem Communications October 2006 - October 2007
Skills
Cash Handling Experience, Customer Service, Cashiering, Deposits, Time Management, Customer Satisfaction, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, PowerPoint, Leadership, Telephone Skills, Inventory Management, Accounting, Management, Sales
Education
Butte College 2013 — 2018
Accounting
Brown College 2004 — 2006
Associate's degree, Radio Broadcasting
Shakopee High School 2002 — 2004
General Education, General education
Umpqua Bank October 2014 - Present
Umpqua Bank June 2012 - September 2014
Umpqua Bank November 2010 - June 2012
Fastenal January 2008 - May 2009
AIU Online June 2006 - September 2006
AIU Online June 2005 - September 2005
Skills
Commercial Banking, Financial Analysis, Customer Service, Financial Statement..., Credit Risk, Microsoft Excel, Risk Management, Business Development, UCA Cash Flow, Tax Analysis, Moody's Risk Analyst, Solution Selling, Inventory Management, Market Research, Spreads, Cash Flow Analysis, Underwriting
Education
University of Oregon 2005 — 2007
B.S., Economics
Abilene Christian University 2003 — 2004
Business Administration
First Savings Bank Northwest November 2012 - Present
Umpqua Bank November 2011 - November 2012
Met Life Bank August 2010 - November 2011
Washington Mutual June 1997 - July 2008
Washington Mutual June 2004 - October 2005
Washington Mutual June 1998 - June 2004
Cascade Savings Bank January 1992 - January 1994
Pacific First Bank January 1989 - January 1992
Columbia Savings Bank January 1985 - January 1989
Shearson/Lehman Bros January 1983 - January 1985
Skills
Banking, Construction Loans, Credit, Credit Analysis, Credit Risk, Customer Service, FHA, Finance, Financial Analysis, Financial Risk, Internal Audit, Loans, Management, Mortgage Lending, Residential Homes, Residential Mortgages, USDA, Underwriting
Education
Washington State University - College of Business and Economics 2011 — 2014
Accounting/Business
Bellevue College 2008 — 2011
Business Transfer, Accounting/Business
Bullock Creek HS 1979 — 1982
Degree
Bellevue College
AB/DTA, Business transfer degree
Adobe September 2008 - Present
Development Funding Group June 2006 - July 2008
Wells Fargo Foothill March 2005 - June 2006
First Federal Bank of California September 2002 - March 2005
Umpqua Bank June 2001 - September 2002
Skills
Software Sales, SaaS, Selling, Web Analytics, Online Marketing, Digital Marketing, Conversion Optimization, Salesforce.com, Lead Generation, Enterprise Software, Enterprise Technology..., Enterprise Solution..., Omniture, E-commerce, Social Media, Sales Management, Professional Services, Sales Process, Big Data, Mobile Marketing, Business Intelligence, Digital Strategy, Data Analysis, Business Development, Multi-channel Marketing, A/B testing, Behavioral Targeting, Cold Calling, SEO, Software Industry, Email Marketing, Sales, Strategy, Mobile Devices, Online Advertising, Market Research, Analytics, Strategic Partnerships, New Business Development
Education
Brigham Young University 1996 — 2000
BS
Banc Home Loans April 2015 - Present
Provident Savings Bank May 2014 - April 2015
Neighbors Financial November 2012 - June 2014
Umpqua Bank November 2011 - November 2012
First Priority Financial November 2004 - November 2011
Wells Fargo Home Mortgage April 2002 - November 2004
Skills
FHA, Non-Conforming, HomePath, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, USDA, Residential Mortgages, VA loans, Loans, FHA financing, First Time Home Buyers, Investment Properties, Credit, Reverse Mortgages, Investors, Government Loans, Real Estate Financing, Commercial Mortgages, Down Payment Assistance, Credit Analysis, Residential Homes, CalHFA, USDA Rural Housing, 203K, CalSTRS, Commercial Lending, Debt Consolidation, Commercial Real Estate, Vacation Homes, Real Estate Transactions, Single Family Homes, Real Estate, REO, Buyers, Referrals, Finance, Construction Loans, Property, Certified Mortgage..., Jumbo Mortgage, SBA, SBA 504, Apartments, Foreclosure Defense, FHA Financing, VA Loans, Mortgage Marketing
Education
Cabrillo College
Umpqua Bank October 2010 - Present
Bank of America May 2006 - October 2010
Skills
Mortgage Lending, VA, FHA, USDA, Refinance, Loan Origination, VA loans, Loans, Short Sales, Mortgage Banking, Foreclosures, Single Family Homes, Real Estate, Residential Homes, Residential Mortgages, FHA financing, Finance, Credit, Banking, Commercial Lending, Small Business Lending, Government Loans, Credit Analysis, Reverse Mortgages, Real Estate Financing, VA Loans, FHA Financing
Education
Cal Poly San Luis Obispo 1990 — 1994
BS, Business Administration
Umpqua Bank April 2013 - October 2014
California Bank & Trust October 2012 - March 2013
North Valley Bank September 2008 - April 2011
Umpqua Bank May 2007 - August 2008
Westamerica Bank 1987 - 2005
Skills
Banking, Customer Relations, Product Management, Treasury Management, Coaching, Customer Service, Dental Assisting, Install and Training, Credit, Loans, Remote Deposit Capture, Cash Management, Commercial Lending, Merchant Services, Lockbox, Internet Banking, Deposits, Cash Flow, Commercial Banking, ACH, Retail Banking, Risk Management, Credit Analysis
Education
Blake Austin College 2011 — 2012
DA, Dental Assisting/Assistant, 3.64
BOK Financial March 2013 - Present
Bank of the West November 2010 - February 2013
Army National Guard June 2007 - November 2010
US Bank March 2007 - June 2007
Umpqua Bank November 2003 - March 2007
Army National Guard August 2004 - February 2006
KVON 1440 AM 2003 - 2004
Downey Savings July 1999 - November 2003
Skills
Banking, Commercial Banking, Loans, Competitive Analysis, Performance Management, Team Building, Credit, Small Business Lending, Public Speaking, Project Management, Commercial Lending, Sales, Portfolio Management, Consumer Lending, Employee Engagement, Performance Improvement, Process Improvement, Risk Management, Policy, Budgets, New Business Development, Project Planning, Employee Management, Mortgage Lending, Client Development, Credit Cards, Time Management, Customer Service, Commercial Lines, Cash-flow Management, Remote Deposit Capture, Credit Card Transaction..., Merchant Services, Process Analysis, Business Process..., Problem Solving, Branding & Identity, Presentation Development, Business Development, Inspiring People, Loan Origination, Communication, Board of Directors, Leadership, Leadership Development
Education
Dallas Baptist University
Master of Business Administration (M.B.A.) Candidate, Business/Project Management
Risk Management Association
Certificate, Global Cash Flow Analysis
American Public University System 2007 — 2012
Bachelor of Arts, Management, Graduate
Profit Mastery University 2013 — 2013
Certificate, Business Credit/Lending
Business & Banking Institute 2011 — 2011
Certificate, Business Credit/Lending
Department of the Army Advanced Leaders Course 2010 — 2010
Professional Diploma, Military Leadership/Management
1st Battalion Non-Commissioned Officer Academy, 640th Regiment 2009 — 2009
Professional Diploma, Small Unit Leadership
National Guard Professional Education Center 2009 — 2009
Professional Diploma, Career Counseling
Strength Maintenance Training Center Non-Commissioned Officer Academy 2009 — 2009
Professional Diploma, Human Resources
National Guard Professional Education Center 2007 — 2007
Professional Diploma, Recruiting, Retention and Attrition Management
HomeStreet Bank June 2013 - Present
Umpqua Bank 2012 - June 2013
PNC September 2010 - March 2012
National City Mortgage July 2001 - September 2009
Skills
Mortgage Lending, Banking, Mortgage Banking, Credit, USDA, Loans, FHA, Refinance, VA Loans, Residential Mortgages, Loan Origination, Credit Analysis, Underwriting
Education
Clover Park Technical College 2010 — 2011
Associates in Accounting, Accounting
Art Institute of Seattle 1999 — 2001
Associates of applied Arts, Fashion Marketing
Umpqua Bank March 2012 - Present
Bank of the West January 2006 - March 2012
US Bank August 2005 - January 2006
PremierWest Bank August 2004 - August 2005
Washington Mutual Bank July 2003 - August 2004
Klamath First Federal Savings and Loan Association July 2002 - July 2003
Rogue Federal Credit Union March 1999 - July 2002
Peninsula Postal Credit Union June 1997 - March 1999
Poor Richard's Almanac August 1995 - June 1997
Skills
Credit, Credit Analysis, Commercial Banking, Risk Management, Financial Analysis, Loans, Commercial Lending, Cash Flow, Underwriting, Credit Risk, Banking, Real Estate, Customer Relations
Education
Marylhurst University
Master's in Business Administration, Management
Southern Oregon University 1999 — 2002
Bachelor's of Science, Business Administration with Management Concentration
Cabrillo College
Associate of Arts, Liberal Arts
Umpqua Bank August 2015 - Present
Umpqua Bank April 2015 - August 2015
Umpqua Bank (formerly Sterling Bank) November 2013 - March 2015
Umpqua Bank (formerly Sterling Bank) June 2012 - November 2013
Bank of America February 2009 - May 2012
Rubenstein's Contract Carpet, LLC October 2008 - January 2009
Omeros Corporation September 2008 - October 2008
Eldec Corp August 2008 - September 2008
Financial Network March 2008 - July 2008
Countrywide Financial June 2007 - November 2007
Skills
Administrative..., Loans, Management, Credit, Loan Origination, Customer Service, Mortgage Lending, Data Analysis, Report Writing, Quality Assurance, Quality Control, Help Desk Support, Administrative...
Education
Northeastern University 2013 — 2017
Master of Business Administration (M.B.A.)
University of Washington 2011 — 2011
Certificate, Business Administration
City University 1997 — 2001
Bachelor of Arts, Communications
Art Institute of Seattle 1994 — 1996
Associate's Degree, Music Promotion
Umpqua Bank November 2014 - Present
Landmark Professional Mortgage - LPMC NMLS 856735 December 2011 - November 2014
Ovation Home Loans December 2010 - November 2011
Paramount Equity Mortgage February 2010 - January 2011
Horizon Bank January 2009 - January 2010
Republic Mortgage March 2008 - January 2009
Accredited Home Lenders 2007 - 2007
First Horizon Home Loans February 2005 - September 2006
Skills
Mortgage Lending, FHA, USDA, VA, Purchase, Conventional, Credit, First Time Home Buyers, Reverse Mortgages, Investment Properties, HUD, Jumbo Mortgage, Loans, HomePath, FHA financing, VA loans, Residential Mortgages, Mortgage Banking, Financial Services, Residential Homes, Financial Structuring, Refinance, Finance, Credit Analysis, Debt Consolidation, Construction Loans, 203K, Loan Origination, Certified Mortgage..., Real Estate Economics, Home Equity Loans, Real Estate, Investors, Government Loans, Mortgage Marketing, Underwriting, Investments, Banking, Mortgage Underwriting, Real Estate Financing, Consumer Lending, Commercial Lending, Commercial Mortgages, FHA Financing, Loss Mitigation, VA Loans
Education
State University of New York at Binghamton 1986 — 1990
BA
Umpqua Bank July 2015 - Present
U.S. Bank October 2012 - July 2015
U.S. Bank September 2011 - October 2012
Tri Counties Bank July 2008 - September 2011
U.S. Bank July 2006 - July 2008
Skills
Commercial Lending, Loans, Branch Banking, Credit, Credit Analysis, Mortgage Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Customer Service, Banking, Consumer Lending, Management, Retail Banking
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor's degree, Agricultural Business
Umpqua Bank September 2015 - Present
U.S. Bank March 2015 - September 2015
Wells Fargo May 2013 - February 2015
TJ Maxx May 2012 - December 2012
Skills
Banking, Credit, Loans, Retail Banking, Sales, Finance, Consumer Lending, Financial Analysis, Credit Analysis, Risk Management, Financial Services, Portfolio Management, Mortgage Lending, Customer Service, Customer Experience, Microsoft Office, Microsoft Excel, Microsoft Word, Loan Origination, Commercial Lending, Commercial Banking, Relationship Management, Investments, Teamwork, Credit Risk, Cross Selling, Small Business Lending, Outlook, Credit Cards, Insurance, Time Management, Financial Risk, Leadership, Lines Of Credit, Refinance, Process Improvement, Financial Planning, Management, Business Analysis, Data Entry, Social Media, Strategy, Social Networking
Education
Ashford University 2014 — 2016
Bachelors of Arts in International Business
University of Phoenix 2010 — 2014
Bachelors of Science in Global Management, Minor in Psychology
Ashford University
Master's degree, Finance, General
HMB September 2015 - Present
Umpqua Bank April 2014 - July 2015
ManpowerGroup December 2012 - February 2014
Wipro Technologies January 2011 - December 2012
Nike July 2011 - September 2012
Auburn University August 2009 - December 2010
Houston Astros May 2010 - August 2010
Skills
Supply Chain, Process Improvement, IT Solutions, QA Analysis, Process Analysis, Mac OS, Batch Processing, Supply Chain Management, Supply Chain Software, Microsoft Office, Logistics, Macintosh hardware, Quality Assurance, Maintaining Strong..., SharePoint, Test Planning, Demand Planning, Project Planning, Supply Chain..., Purchasing
Education
Auburn University 2007 — 2010
Bachelor of Science, Supply Chain Management
Home 2012 - 2014
Costco Wholesale October 2012 - January 2013
Cuddeback Elementary School 2010 - 2013
Netview, Corestaff and Apex Staffing Services 2011 - 2012
Redwood Capital Bank 2009 - 2010
Hydesville Community Church 2005 - 2009
Umpqua Bank 2000 - 2004
ADP 1992 - 1999
Sports Authority (Oshman Sporting Goods) 1988 - 1991
Skills
Team Building, Creativity, Teaching, Guitarist, Church Music, Service Planning, Music Theory, Vocalist, Live Sound, Technical Support, Customer Service, Sound Mixing, Team Mentoring, Event Planning, Pianist, Composition, Rehearsals, Church Media, Singer-songwriter, Sound Equipment, Script-writing, Video Production, Sports Coaching, Phone Etiquette, MCP, Help Desk Support, Troubleshooting, Network Administration, Microsoft Office, Microsoft Exchange, Computer Hardware..., System Administration, Active Directory..., Software Installation, Remote Administration, Backup & Restore, Microsoft Server Support, Financial Applications, Citrix, Vendor Relationships, Network Security, LAN-WAN, Peripherals, Retail Sales, Computer Hardware, Windows 7, Remote Desktop
Education
Azusa Pacific University
Music Theory Major, Music Theory and Composition
Software Education of America 1999 — 2000
Diploma, MCSE
Pierce College
general education
College of the Redwoods 2012 — 2012
General Education Studies, general education
Umpqua Bank May 2015 - August 2015
Choice Marketing April 2015 - June 2015
ATC Manufacturing April 2014 - August 2014
Alpine Jewelers October 2012 - March 2013
Lowe's Home Improvement May 2012 - August 2012
Walt Disney World January 2012 - April 2012
Brigham Young University September 2011 - December 2011
Skills
Social Media, Public Relations, Microsoft Office, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Event Planning, Public Speaking, Facebook, Customer Service, Social Networking, Data Entry, Sales
Education
Brigham Young University - Idaho 2010 — 2016
Communications, Public Relations, Advertising, and Applied Communication
Shadle Park High School 2006-2010 2006 — 2010
Diploma, General
Academy Mortgage Corporation September 2015 - Present
Umpqua Bank July 2014 - September 2015
Opus CMC May 2012 - July 2014
Robinson Tait, P.S. June 2011 - May 2012
Accountemps October 2010 - February 2011
Manpower July 2010 - September 2010
Bank of America March 2009 - March 2010
Bank of America May 2006 - March 2009
Countrywide Home Loans-Wholesale March 2006 - May 2006
Skills
Mortgage Lending, Loans, Foreclosures, Residential Mortgages, Mortgage Underwriting, Consumer Lending, Customer Service, Financial Services, Mortgage Banking, Microsoft Excel, Due Diligence, Funding, Training, Underwriting, Credit, Microsoft Office, Refinance, FHA, Finance, VA Loans, Loan Origination, USDA, Investment Properties, Construction Loans, Government Loans, Mortgage Industry, Document Review, Document Imaging, Data Entry
Education
Seattle Central Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Boise State University 2002 — 2004
Undergraduate/no degree, Undergraduate core classes
Con-way Inc. July 2015 - Present
Umpqua Bank June 2014 - July 2015
PwC August 2011 - July 2014
Skills
External Audit, Financial Audits, SOX 404, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, GAAP, CPA, Financial Accounting, Accounting, Financial Statements, Financial Analysis, Assurance, US GAAP, SEC filings, Due Diligence, Big 4, Tax Returns, Income Tax, Auditing, Tax Accounting, College Football, Kyrgyz, Sarbanes-Oxley, Tax Research, Tax Preparation, General Ledger, Corporate Tax, Revenue Recognition, Consolidation, PCAOB standards, Financial Modeling, QuickBooks, Partnership Taxation, Finance, SEC Filings
Education
Arizona State University 2005 — 2011
Master's degree, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2011
Master's degree, Accounting
Umpqua Bank July 2013 - Present
Enloe Medical Center- Enloe Foundation June 2015 - August 2015
Costco Wholesale October 2012 - January 2013
Skills
Event Planning, Customer Service, Sales, Data Entry, Microsoft Word, PowerPoint, Time Management, Public Speaking, Outlook, Cashiering
Education
California State University-Chico 2014 — 2016
Bachelor’s Degree, Business Administration Project Management, Cumulative GPA- 3.826
Folsom Lake College 2012 — 2014
General Educaiton and Lower Division Business Studies., 3.783 GPA
Ponderosa High School 2009 — 2012
High School Diploma, GE
Umpqua Bank October 1985 - Present
Skills
Commercial Lending, Fundraising, Loans, Nonprofits, Credit, Public Speaking, Strategic Planning, Event Planning, Policy
Education
Arizona State University - W. P. Carey School of Business 1976 — 1980
Thunderbird High School, Phoenix, AZ 1972 — 1976
Umpqua Bank December 2014 - Present
City of Portland Archives and Records Center May 2014 - December 2014
Concordia University Portland October 2013 - December 2014
University of Colorado Boulder January 2012 - August 2012
Poudre School District June 2007 - March 2012
Skills
Research, Microsoft Office, Editing, Community Outreach, Higher Education, Public Speaking, Event Planning, Leadership, PowerPoint, Social Media, Organizational..., Operational Efficiency, Mac OS, Multi-line Phone, Email, Scheduling, Communication, Microsoft Word, Microsoft Excel, Time Management, Databases, Fax, Inventory, Message Taking
Education
Drexel University 2010 — 2012
Master of Science (MS), Library and Information Science
Arizona State University 2001 — 2005
Bachelor's degree, History
Umpqua Bank February 1999 - Present
Farm Credit 1980 - 1999
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Agribusiness Finance, Banking, Financial Analysis, Agriculture, Commercial Mortgages, Consumer Lending, Lines Of Credit, Cash Flow Lending, Asset Based Lending, Agricultural Financial...
Education
Cal Poly San Luis Obispo 1975 — 1980
Agricultural Management
Lincoln University (NZ)
General Agriculture, Marketing, Wool Science
Sunwest Bank August 2015 - Present
Umpqua Bank April 2014 - August 2015
Argent Bank November 2013 - April 2014
Commerce National Bank 2011 - 2013
Comerica Bank 2004 - 2011
Skills
Microsoft Excel, Microsoft Word, Fiserv-Director, Fiserv-Navigator, Fiserv-Access Manager, Fiserv-Anti Money..., Bank Secrecy Act, FinCEN, New Account Opening, Treasury Management, Proformas, Financial Reporting, Customer Service, Customer Support, Teller Operations, Remote Deposit Capture, High Risk Client..., Currency Transaction..., Suspicious Activity..., Cash Handling Experience, Banking, Commercial Banking, Retail Banking
Education
Ayala High School 1996 — 2000
High School Diploma
California State Polytechnic University-Pomona
Accounting
Willamette Valley Bank August 2014 - Present
Bonneville Power Administration March 2014 - August 2014
Oregon Department of Energy December 2010 - March 2014
Solar Oregon November 2009 - January 2011
Umpqua Bank December 2004 - December 2009
Weldon Group Inc 2002 - 2004
Synetics Solutions 1999 - 2001
American Pacific Bank 1997 - 1999
First Interstate Bank December 1989 - February 1995
First Interstate Bank 1994 - 1995
Skills
Program Evaluation, Program Analysis, Program Planning, Commercial Lending, Program Execution, Cross-functional Team..., Program Development, Community Collaboration, Interdisciplinary, Program Management, Renewable Energy, Energy Efficiency, Solar, Strategic Planning, Contract Negotiation, Financial Analysis, Risk Management, Funding, Business Development, Sustainability, Marketing Transformation, Public Speaking, Community Outreach, Management, Solar Energy, Leadership, Energy Policy, Strategy, Policy, Project Management, Government, Policy Analysis, Negotiation, Finance, Alternative Energy, Banking, Portfolio Management, Business Strategy, Strategic Communications, Credit, Product Development, Analysis, Community Development, Business Planning, Business Analysis, Public Policy, New Business Development, Green Building, Sales, Project Planning
Education
USGBC 2007 — 2007
LEED AP, New Construction v2.2
George Fox University 1999 — 2001
MBA, Management & Leadership
California Polytechnic State University-San Luis Obispo 1983 — 1985
BA, Speech Communication
NW Fisheries March 2011 - July 2011
Umpqua Bank February 2010 - August 2010
Rainier Pacific Bank April 2004 - February 2010
Skills
Environmental Impact..., Field Work, Environmental Policy, Report Writing, Environmental Awareness, Management, Consumer Lending, Customer Service, Leadership, Microsoft Office
Education
American Public University System 2011 — 2012
Bachelor of Science (B.S.), Environmental Science
University of Washington 2010 — 2011
Bachelor of Science (BS), Environmental Science
JD Fulwiler & Co. Insurance June 2015 - August 2015
Umpqua Bank June 2013 - May 2015
Chase February 2011 - June 2013
The Buckle, Inc. August 2010 - February 2011
FirstBank October 2009 - August 2010
Restoration Hardware September 2007 - September 2009
Skills
Loan Origination, Mortgage Lending, Commercial Banking, Mortgage Banking, FHA, Small Business Lending, Consumer Lending, Investments, Commercial Lending, Credit Analysis, Series 6, Financial Analysis, Series 63, Financial Modeling, Series 7, Underwriting, Mortgage Underwriting, Securities, Portfolio Management, Branch Management
Education
California State University San Marcos 2001 — 2003
B.A., Communication
Umpqua Bank August 2011 - Present
Western States Trails Foundation January 2011 - Present
MFT in private practice August 2007 - Present
Reibes Auto Parts/Bart Industries August 2006 - August 2008
Riebes Auto Parts/Bart Industries June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Social Media, Event Planning, Fundraising, Event Management
Education
Brandman University, Part of the Chapman University System 2015 — 2017
Master's degree, Psychology
California State University-Sacramento 2007 — 2011
Bachelor of Arts (B.A.), Public Relations/Image Management
Umpqua Bank June 2015 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Strategic Planning, Spanish, Customer Service, Loans, Business Strategy, Mortgage Lending, Negotiation, English, Project Management
Education
Big Bend Community College 2012 — 2015
Web Applications and Programming, Computer Science
Central Washington University
ITAM, Computer/Information Technology Administration and Management
Umpqua Bank January 2009 - Present
Oregon Bankers Association - Community Involvement Committee August 2009 - Present
Consumer Bankers Association - Fair Lending Committee May 2012 - January 2015
Various Regulatory Compliance Conferences 2012 - 2014
Washington Mutual October 2003 - December 2008
National Community Reinvestment Coalition July 2002 - October 2003
Ironwood Capital Ltd. May 2001 - March 2002
Skills
Fair Lending, Compliance, Risk Management, Community Development, Research, Analytics, Risk Assessment, Regulatory Affairs, Strategy, Credit, OFAC, Analysis, Financial Risk, Program Management, Loans, Underwriting, Banking, Investments
Education
Bates College 1997 — 2001
Bachelor of Arts, Economics with Spanish minor
Simple Finance July 2015 - Present
U.S. Bank March 2014 - July 2015
Fiserv February 2013 - March 2014
Umpqua Bank July 2012 - February 2013
Wells Fargo July 2009 - July 2012
University of Oregon September 2008 - July 2009
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, Accounting, Access, SharePoint, Valuation, Business Intelligence, SQL, SAP, Management, Databases, Risk Management, Enterprise Risk..., Forensic Analysis, PowerPivot, DAX, Six Sigma, Econometric Modeling, Empirical Research, Stata, Credit, Microsoft Office
Education
Arizona State University 2014 — 2015
Master of Business Administration (MBA), International Business/Trade/Commerce
Toulouse Business School
Master of Business Administration (MBA), International Business/Trade/Commerce
University of Oregon 2008 — 2012
BA, Economics
University of Oregon - Charles H. Lundquist College of Business 2009 — 2012
BA, Finance & Information Systems Management; Minor: Japanese
Spokane Transit Authority August 2014 - Present
Umpqua Bank June 2006 - Present
Alsco December 2002 - August 2014
Education
Interface College-Spokane 2008 — 2010
Associate of Applied Technology (AAT), Business Information of Technology
Barstow Community College
Associate of Science (A.S.), Administration of Justice
Umpqua Bank June 2008 - Present
Skills
Mortgage Lending, Refinance, Loan Origination, Mortgage Underwriting, USDA, First Time Home Buyers, FHA, Loans, Credit, VA loans, FHA financing, Residential Mortgages, Mortgage Banking, Construction Loans, Single Family Homes, FHA Financing, Commercial Lending, VA Loans, Credit Analysis, Small Business Lending
Education
Azusa Pacific University 1982 — 1984
Psychology
Partners Mortgage January 2015 - Present
Foss Marketing Group July 2010 - December 2014
Umpqua Bank December 2008 - August 2010
County Bank August 2005 - December 2008
First Bank May 1998 - August 2005
River City Bank 1994 - 1998
Skills
Cash Management, Treasury Management, Social Media, SEO, Relationship Management, Banking, Commercial Banking, Loans, Credit, Commercial Lending, Business Development, Portfolio Management, Marketing, Leadership, Underwriting, Management, Financial Analysis, CRM, New Business Development, Training, Customer Service, Certified Mortgage..., Mortgage Lending, Residential Mortgages
Education
California Coast University 2014 — 2015
Bachelor's, Business Management, 16
Capeschool.com 2014 — 2014
Mortgage Loan Originator License, Consumer Lending
California State University-Sacramento 2002 — 2008
Bachelor's Degree, Business
Sierra College 1994 — 2001
Associate of Science Degree, Business Administration
San Juan High School
Infinity Consulting Solutions, Inc. October 2014 - February 2015
Mela Capital Group, LLC February 2014 - July 2014
ISGN Solutions, Inc. November 2010 - February 2014
Colcwell Banker Premier Properites Referral Agents Plus June 2013 - January 2014
Intervest Construction, Inc. (ICI) 2004 - 2005
Umpqua Bank April 2002 - April 2004
Cal-American Mortgage September 1986 - September 1989
Skills
Loans, Mortgage Underwriting, Mortgage Lending, Loss Mitigation, Underwriting, Mortgage Banking, Real Estaate Sales, Real Estate, First Time Home Buyers, FHA, Investment Properties, Relocation, Funding, Credit Analysis, Credit, Risk Management, Financial Services, Real Estate Transactions, Credit Risk, Construction Loans, Residential Homes, Portfolio Management, Due Diligence, Residential Mortgages, Investments, Financial Risk, Banking, Loan Origination
Education
Broome Community College 1963 — 1965
AA, Business Administration
Summit Bank January 2014 - Present
Summit Bank September 2007 - December 2013
Siuslaw Bank August 2004 - September 2007
Umpqua Bank May 2000 - July 2004
Skills
Online Banking, Automated Clearing..., Back Office Processing, Network Administration, Computer Network..., Remote Deposit..., Banking, Technical Support, Information Technology, Event Management, Corporate Events, Cash Management, Treasury Management, Mobile Banking, Data Analysis, Website Development, Team Building, Team Leadership, Internet Banking, ACH, Deposits, Electronic Payments, Back Office
Education
Ashworth University 2000 — 2002
Computer/Information Technology Administration and Management
Umpqua Bank March 1990 - December 1999
United Way of San Antonio Tx May 1986 - 1990
USAF February 1963 - May 1986
Skills
Electronics, Customer Service, Instructional Design, Integration, Technical Training, Training, Process Improvement, Team Building
Education
Auburn University 1973 — 1974
Master of Business Administration (MBA), Marketing
Oregon State University 1958 — 1962
Bachelor of Science, Business Administration and Technology
Oregon Department of Revenue July 2015 - Present
Oregon Department of Revenue February 2014 - Present
Umpqua Bank January 2013 - February 2014
Starbucks 2008 - 2010
Skills
Tax Preparation, Income Tax, Bookkeeping, Tax, QuickBooks, Financial Accounting, Tax Returns, Financial Reporting, Peachtree, Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Payroll, Financial Statements, Budgets, Customer Service
Education
Portland State University 2010 — 2012
Accounting, Accounting, Post-baccalaureate student
Boise State University 1998 — 2003
Bachelor of Arts (BA), Journalism
Bank of America 2010 - Present
Umpqua Bank 2008 - 2010
Bank of America 2007 - 2008
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Bank of America 2002 - 2005
Skills
Process Improvement, Six Sigma, Business Services, Product Management, Leadership, Banking, Product Development, Management, Integration, Program Management, Analysis, Business Process, Business Development, Operations Management, Training, Risk Management, Strategy, Vendor Management
Education
California Coast University 2009 — 2010
MBA, Management
Pacific Coast Banking School 2004 — 2006
Certificate, Banking
University of Phoenix 1999 — 2002
Bachelor's of Science, Information Technology
Albertsons September 2015 - Present
SUPERVALU October 2012 - September 2015
Ripley Doorn & Company, P.L.L.C January 2012 - May 2012
Rosebud Operating Services January 2010 - January 2012
Diversified Mortgage Group 2007 - 2009
Umpqua Bank May 2006 - July 2008
Skills
Excel, Word, Outlook, 10 Key, Mas 90, Accruals, Depreciation, Journal Entries, Reconciliations, Year End Close, Monthly Close, Cash Receipts, Accounting Standards, Monthly Closing, Bank Relationship..., Accounts Payable, General Ledger, Fixed Assets, Accounts Receivable, GAAP, Process Improvement, Vlookup, PeopleSoft, Pivot Tables, Account Reconciliation
Education
Boise State University 2008 — 2010
Bachelor's Degree, Accountancy
Lane Community College
Associate's Degree, Energy Conservation Management
Umpqua Bank April 2014 - Present
Sterling Savings Bank February 2009 - Present
University of Washington December 2008 - February 2009
K&L Gates May 2007 - November 2008
New Horizons of Western Washington October 2005 - April 2007
A Chance to Change January 2001 - June 2005
Skills
Instructional Design, Training Delivery, E-Learning, Training, Mortgage Lending, Instructor-led Training, Project Management, Outlook, Software Documentation, Time Management, Team Building, Leadership, Mortgage Banking, Banking, Management, Customer Service
Education
Antioch University Seattle 2003 — 2005
M.A., Psychology
Western Washington University 1994 — 1996
B.A., Sociology
Cottey College 1992 — 1993
--, General
Liberty High School 1988 — 1992
Diploma
Umpqua Bank January 2015 - Present
Gaba Sushi November 2012 - January 2015
Skills
Customer Service, Sales, Management, Leadership, Customer Satisfaction, Marketing, Microsoft Office
Education
Arizona State University 2007 — 2011
Bachelor of Science (BS), Sociology, Film and Media Studies
Olympia High School
Solid Landings Behavioral Health September 2014 - Present
Freelance Writer and Executive Consultant January 2013 - Present
Self Published Author January 2012 - Present
Self-Employed Freelance Technical Writer 2011 - Present
Umpqua Bank February 2009 - October 2009
The California Academy of Sciences February 2009 - June 2009
County Bank June 2008 - February 2009
Pacific Business Group on Health March 2008 - February 2009
Wells Fargo Bank June 2007 - April 2008
Greater Bay Bank February 2007 - June 2007
Skills
Management, Program Management, Leadership Development, Recruiting, Leadership, Human Resources, Budgets, Event Planning, Training, Marketing, Project Planning, CRM, Staff Development, Analysis, Management Consulting, Research, Executive Management, Policy, Customer Service, Nonprofits, Sales, Teamwork, Strategy, Social Media, Project Management, Writing, Public Speaking, Interviews, Team Building, Social Networking, Event Management
Education
Dominican University of California 1995 — 1997
Pend, Psychology
Los Angeles City College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Human Services
Appalachian State University 1977 — 1979
Bachelor of Science (BS), Clinical Psychology
Brevard High School 1972 — 1977
College Prep, Clinical Psychology
Idaho First Bank October 2013 - Present
St Alphonsus Foundation Board of Directors 2013 - Present
U.S. Bank October 2012 - October 2013
Lewis Consulting April 2011 - October 2012
Umpqua Bank January 2008 - June 2010
Umpqua Bank November 2004 - January 2008
BBVA Compass April 2003 - November 2004
Louisiana Purchase LLC 2000 - 2003
Bank of America Corp 1993 - 2000
From 1983-1993 1983 - 1993
Education
Boise State University
BBA
Illinois State University
Pacific Investment Consultants March 2015 - Present
Springer Financial Advisors March 2014 - March 2015
First Northern Bank July 2011 - August 2013
Matheson Trucking, Inc. July 2009 - October 2010
CitiFinancial, Inc. August 2007 - January 2009
Umpqua Bank September 2005 - April 2007
ePLANNING Securities, Inc. April 2001 - December 2004
Garrick Financial Alliance, Inc. 1993 - 2000
Skills
Notary Public, Travel Arrangements, Expense Management, Confidentiality, Calendars, Office Management, Administrative..., Executive..., Benefits Administration, Event Planning, Accounts Receivable, Retirement, Trust Administration, Customer Satisfaction, Payroll, PowerPoint
Education
American River College
Business Coursework
Umpqua Bank March 2010 - Present
Umpqua Bank January 2009 - Present
Umpqua Bank January 2006 - Present
Umpqua Bank November 2006 - March 2010
Umpqua Bank January 2006 - December 2009
Umpqua Bank January 2006 - November 2006
Kyrene del Milenio Elementary School and Triple R Child Care January 2004 - January 2005
Allegiance Telecom January 1999 - January 2002
Allegiance Telecom 1998 - 2002
Skills
Benefits Administration, Payroll, Employee Benefits, Internal Audit, Talent Acquisition, Accounting, HRIS, Auditing, Account Reconciliation, Employee Relations, ADP Payroll, Accounts Payable, Customer Service, Insurance, Invoicing, Software Documentation, Management, Sales, Applicant Tracking..., COBRA, Banking
Education
Portland State University
Arizona State University 2004 — 2005
Elementary Education
Arizona State University
Bachelor of Science, Business, Marketing
University of Montana 1992 — 1997
Business Administration, Marketing
Umpqua Bank May 2010 - Present
Umpqua Bank November 2008 - May 2010
Candy Jar Design March 2008 - March 2010
USAA January 2008 - April 2008
EzNetTools 2006 - 2007
Umpqua Bank January 2005 - April 2005
Skills
Windows Server, Troubleshooting, Networking, Active Directory, Linux, Windows 7, Visio, VMware, SQL, HTML, SharePoint, CSS, Software Documentation, Commvault Simpana, Equallogic, NetApp, vSphere, Disaster Recovery, Replication Technologies
Education
Brigham Young University - Idaho 2004 — 2008
BA, Computer Information Technology
St Charles Health System November 2008 - Present
Advantage Dental Plan May 2008 - November 2008
Umpqua Bank June 2006 - November 2007
OCDC 1999 - 2006
Education
Portland State University 2007 — 2007
Human Resource Management Certification
California State University-Chico 2003 — 2005
MPA, Public Administration
Oregon State University 1998 — 2002
BS, Political Science
Umpqua Bank May 2007 - Present
North Bay Bancorp July 2003 - May 2007
Skills
Small Business Lending, SBA 504, Asset Based Lending, SBA, Commercial Lending, Commercial Mortgages, Business Development, Lines Of Credit, Loans, Credit, Loan Origination, Commercial Banking, Credit Analysis, Consumer Lending, Cash Flow Lending, Banking
Education
California State University Stanislaus 1979 — 1983
Acumed October 2013 - Present
Gladstone School District August 2009 - October 2013
Portland Community College March 2010 - August 2013
Portland State University August 2008 - December 2012
Xerox January 2008 - September 2009
Invictus Networks September 2007 - January 2008
Umpqua Bank June 2007 - September 2007
Tigard Tualatin School District September 2004 - June 2007
Skills
Research, Public Speaking, Strategic Planning, Data Analysis, Non-profits, Project Management, Microsoft Excel, Marketing, Customer Service, Microsoft Office, Coaching, Event Planning, Community Outreach, Teaching, PowerPoint, Team Leadership, Grant Writing, Program Management, Leadership, Higher Education
Education
Portland State University - School of Business 2007 — 2012
M.B.A, Marketing and Sustainability
Boston University 2003 — 2004
M.A.T., Science Education
University of Portland 1999 — 2003
B.S., Biology
Umpqua Bank July 2015 - Present
Bank of America March 2014 - July 2015
Bank of America January 2008 - July 2015
Bank of America January 2008 - July 2015
Bank of America February 1994 - July 2015
NationsBank/Bank of America February 1994 - July 2015
Bank of America May 2006 - December 2007
Bank of America February 1994 - May 2006
Skills
AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, Fraud, Risk Management, Credit, Operational Risk..., KYC, Financial Risk, Loans, Banking, Operational Risk, Insurance, Consumer Lending, Risk Assessment, Mortgage Lending, Credit Risk, Credit Cards, Mortgage Banking, Anti Money Laundering, Economic Sanctions
Education
Ashworth University 2012 — 2015
Bachelor's degree, Criminal Justice, 94.5
Ashworth College 2008 — 2010
Associate Degree, Criminal Justice
Northstar Sourcing Group August 2010 - February 2013
Foundation Bank April 2007 - August 2010
Umpqua Bank September 2004 - April 2007
Accenture January 1995 - September 2002
Caliber Bank June 1992 - December 1994
First Interstate Bank February 1992 - May 1992
First Interstate Bank January 1991 - February 1992
First Interstate Bank January 1990 - December 1990
Skills
Moody's Financial..., Baker Hill One Point..., QuickBooks, Process Improvement, Financial Analysis, Finance, Banking, Credit, Cash Flow, Accounting, Credit Analysis, Loans, Portfolio Management, Budgets, Auditing, Analysis
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA), Accounting and Finance
Arizona State University, W. P. Carey School of Business
Bachelor's degree, Accounting and Finance (dual major)
Umpqua Bank March 2015 - Present
Umpqua Bank June 2013 - March 2015
Wells Fargo June 2011 - June 2013
Wells Fargo Bank April 2009 - June 2011
Wells Fargo Bank March 2007 - April 2009
Bank of America May 2006 - January 2007
Washington Mutual August 2004 - April 2006
Skills
Banking, AML, Regulations, Commercial Banking, Financial Services, Private Investigations, Risk Management, Finance, Credit, Financial Risk, Loans, Leadership, Commercial Lending, Retail Banking, Anti Money Laundering, Portfolio Management, Small Business Lending, Credit Analysis, Bank Secrecy Act
Education
Graduate School of Banking at Colorado 2015 — 2016
George Fox University 2006 — 2008
MBA
University of Oregon 2003 — 2004
BS, Political Science
Washington State University 2000 — 2003
Political Science
Benson High School
Umpqua Bank January 2015 - Present
Elavon, Inc. November 2005 - January 2015
Bank of America Merchant Services September 2002 - November 2005
Merchant e-Solutions August 2001 - September 2002
Bank of America Merchant Services June 1997 - August 2001
First USA Paymentech September 1995 - June 1997
J.L McKay Corporation January 1993 - August 1995
Skills
Merchant Services, Business Development, Electronic Payments, Payment Systems, Account Management, Negotiation, New Business Development, Merchant Card Processing, Sales, Credit, Strategic Planning, Sales Process, Customer Service, Payments, Mobile Payments, Relationship Management, Solution Selling
Education
Adams State College 1991 — 1992
American River College 1988 — 1991
Umpqua Bank February 2014 - Present
Freestyle Development, LLC November 2012 - January 2014
Fiserv October 2011 - November 2012
Umpqua Bank April 2011 - October 2011
BPA December 2010 - April 2011
ServerLogic September 2010 - December 2010
Hollywood Entertainment November 2008 - June 2010
ServerLogic June 2008 - November 2008
Hollywood Entertainment October 2007 - June 2008
ADP Dealer Services September 2004 - November 2007
Skills
Windows Server, Microsoft Exchange, VMware, Active Directory, Virtualization, Servers, vSphere, Data Center, SCOM, Windows 7, SAN, Enterprise Architecture, VPN, Cisco Technologies, Group Policy, DNS, Technical Support, SharePoint, IIS, SCCM, Storage, Troubleshooting, Hyper-V, Linux, Powershell, Switches, VMware vSphere
Education
Oregon State University 1994 — 2001
BS in Liberal Studies, Music Education, Spanish
Brigham Young University - Idaho 1990 — 1991
Heritage Bank NW January 2015 - Present
Washington Bankers Association February 2013 - Present
ATD Puget Sound Chapter January 2015 - June 2015
Umpqua Bank October 2007 - January 2015
ASTD Puget Sound Chapter January 2014 - December 2014
ASTD Puget Sound Chapter December 2010 - December 2013
Sterling Savings Bank October 2000 - October 2007
Pierce County January 2005 - January 2007
Sterling Savings Bank June 1993 - October 2000
Kiwanis Club of Federal Way Board January 1994 - January 2000
Skills
Performance Management, Sales Management, Retail, Performance Improvement, Leadership Development, Change Management, Team Building, Instructional Design, Coaching, Staff Development, Training, Training Delivery, Instructor-led Training, Sales, Management, Program Management, Management Consulting, Succession Planning, Employee Training, Banking, Team Management, Organizational..., Leadership, Customer Service, Human Resources, Organizational..., Executive Coaching, Onboarding, Employee Relations, Talent Management, Employee Engagement, Building Strong..., Non-profit Volunteer, Community Engagement, Community Outreach, Community Service, Workshop Facilitation, Operations Management, Budgets, Project Management
Education
ASTD Training Certificate Program 2013 — 2013
Trainer Certification
California Coast University
in concurrent Bachelor's and Master's Degree
University of San Francisco
Sociology
Watsonville High School
High School
Fiserv April 2012 - Present
Grande Entertainment 2000 - Present
Umpqua Bank April 2009 - March 2012
Right! Systems, Inc. March 2006 - March 2009
GE Healthcare April 2000 - March 2006
US Army February 1985 - May 1998
Skills
Network Administration, Windows, Disaster Recovery, VMware, Windows Server, Troubleshooting, Virtualization, SCOM, SCCM, Citrix, Servers, Microsoft Exchange, Active Directory, Data Center, System Administration, Cisco Technologies, Microsoft Technologies, Security, Network Security, Group Policy, SharePoint, Hardware, IT Management, IIS, VMware ESX, DNS, Microsoft Certified..., vSphere, Firewalls
Education
American InterContinental University 2003 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Phoenix 1998 — 1999
Information Technology and Marketing
Academy of Health Sciences - U.S.Army 1992 — 1993
Respiratory Care Therapy/Therapist
Umpqua Bank October 2004 - Present
US Army June 1990 - November 1996
Skills
Mortgage Lending
Education
Webster University 1994 — 1995
MBA, Management
Aquinas College 1986 — 1990
BSBA, Finance and Economics
Farmers Insurance April 2011 - Present
Umpqua Bank December 2007 - January 2011
Phi Chi Theta - Delta Chi August 2007 - December 2009
Skills
Organization, Management, Leadership, Training, Sales, Project Management, Marketing, Time Management, Microsoft Word
Education
California State University-Chico 2005 — 2009
Business Management
BIA October 2012 - Present
Umpqua Bank February 2015 - Present
Big Valley Mortgage March 2014 - February 2015
Summit Funding August 2012 - March 2014
North Valley Bank March 2011 - August 2012
Peak Capital and Realty, Inc. September 2007 - March 2011
Elite REO Services 2010 - 2011
Corinthian Homes 2005 - 2007
Skills
Residential Home Loans, Residential Homes, Real Estate, Marketing, Investment Properties, Investors, Negotiation, Investments, Real Estate Development, Customer Service, Business Development
Education
California State University-Sacramento 1999 — 2002
BS, Business Administration - Finance
American River College 1999 — 2000
AA, Business - Real Estate
Willoughby South
Umpqua Bank April 2014 - Present
Sterling Savings Bank December 2010 - April 2014
Coldwater Creek April 2009 - December 2010
Coldwater Creek 2007 - 2009
Cargill 2005 - 2007
Skills
Forecasting, Financial Analysis, Capital Budgeting, Financial Reporting, SAP, Sarbanes-Oxley Act, Strategic Financial..., Process Improvement, Business Intelligence, Cost Accounting, Accounting, Leadership, Variance Analysis, Finance, Analysis, Management
Education
Andrews University 2010 — 2012
MBA
Idaho State University 2002 — 2004
Bachelor, Finance
North Idaho College 2000 — 2002
Associates, Business Administration
Umpqua Bank November 2002 - Present
Skills
Small Business Lending, Commercial Banking, Loans, Commercial Lending, Banking, Consumer Lending, Retail Banking, Credit, Credit Analysis, Mortgage Lending, Credit Risk, Customer Service, Lines Of Credit, Loan Origination, Risk Management, Financial Analysis, Commercial Mortgages, Teamwork
Education
California State University-Chico 1987 — 1992
Bachelor's degree, Business Administration, Marketing
Umpqua Bank
Skills
Credit Analysis, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Lines Of Credit, Financial Analysis, Portfolio Management
Education
California State University Stanislaus
Business Administration
Modesto Jr. College
Business Administration
Umpqua Bank October 2009 - Present
Wells Fargo Bank May 1995 - September 2009
Wells Fargo Investments May 1995 - May 2004
Skills
Regulatory Compliance..., Banking, AML, Risk Management, Financial Risk, Bank Secrecy Act, Enterprise Risk..., Wealth Management, Series 7, OFAC, Mutual Funds, Investment Advisory
Education
ABA Stonier Graduate School of Banking 2013 — 2015
Stonier Diploma, Banking and Executive Leadership
ABA Stonier Graduate School of Banking and Wharton School of the University of Pennsylvania 2013 — 2015
Wharton Leadership Certificate, Executive Leadership
Golden Gate University 2001 — 2004
Bachelors, Business
Umpqua Bank 1985 - Present
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Customer Service, Investment Properties, Loans, Small Business Lending, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, Refinance, Small Business, Consumer Lending, Community Service, Leadership, Teamwork
Education
Arizona State University 1976 — 1980
Umpqua Bank August 2009 - Present
Under Water Works March 1999 - Present
MGIC July 1999 - July 2009
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Real Estate, Loans, Residential Homes, Investment Properties, Residential Mortgages, Refinance, Credit, USDA, First Time Home Buyers, Real Estate Financing
Education
Abilene Christian University
Umpqua Bank September 2010 - Present
Willamette Community Bank September 2007 - September 2010
Skills
Commercial Lending, Banking, Credit, Loans, Small Business Lending, Portfolio Management, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Commercial Banking, Underwriting, Credit Analysis, Loan Origination, Credit Risk, Refinance
Education
University of California, Santa Barbara 1995 — 1997
B.A., Psychology
Boston University 1992 — 1994
Biology
Umpqua Bank July 2009 - Present
Wells Fargo Bank January 2004 - July 2009
Education
California Polytechnic State University-San Luis Obispo
BS, Finance
Umpqua Bank Business Relationship ManagerBank of AmericaOctober 1996 - September 1999
Education
Brigham Young University 1964 — 1970
B.S., Finance
Knowledge Universe June 2015 - Present
Knowledge Universe February 2013 - June 2015
PCI Online February 2012 - September 2012
Portland State University-Accounting September 2009 - June 2011
Umpqua Bank May 2009 - October 2009
Umpqua Bank August 2008 - October 2009
Louie's Village Restaurant January 1996 - August 2008
Citi Smith Barney June 2007 - August 2007
Skills
Conversational Chinese, Social Media, Customer Relations, Spanish, Personal Finance, Chinese, Customer Service, Event Management, Leadership, Management, Sales, Finance, Start-ups, Accounting, Microsoft Excel
Education
Portland State University 2009 — 2011
Bachelor of Science, Business-Accounting
University of Oregon 2004 — 2007
Business, Finance, Spanish, Chinese
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Arts; Bachelor of Arts, Business-Finance; Spanish
Central University for Nationalities 2005 — 2005
Umpqua Bank April 2014 - Present
Sterling Bank May 2007 - April 2014
Wells Fargo January 2006 - April 2007
Wells Fargo May 2003 - December 2005
Merrill Lynch April 2000 - April 2003
U.S. Bank May 1996 - April 2000
U.S. Bank November 1993 - May 1996
U.S. Bank August 1992 - November 1993
U.S. Bank January 1992 - August 1992
U.S. Bank August 1990 - January 1992
Skills
Commercial Banking, Credit, Banking, Leadership, Commercial Lending, Loans, Sales, Consumer Lending
Education
PCBS 2011 — 2013
Graduate degree, Banking
Western Agricultural Credit School 1995 — 1996
Agriculture
Aarhus School of Business 1990 — 1990
International Business, International Business
Oregon State University 1988 — 1990
Bachelor of Sciences, Finance with a minor in Behavioral Science
Umpqua Bank March 2010 - Present
Umpqua Bank October 2006 - Present
Umpqua Bank October 2006 - March 2010
Allegiance Telecom July 1998 - September 2001
Education
Arizona State University 2002 — 2004
BA, Elementary Education
The University of Montana 1992 — 1997
BA, Business Administration
Umpqua Bank August 2015 - Present
KPMG August 2013 - June 2015
US Ecology, Inc. June 2012 - August 2013
Associated Students of Boise State University April 2011 - April 2012
Boise State University 2011 - 2011
Education
Boise State University 2009 — 2012
Bachelor's Degree, Double Major in Economics and Accountancy, 4.0
Farm Credit West April 2014 - Present
Umpqua Bank February 2013 - March 2014
Farm Credit West January 2007 - January 2013
Skills
Financial Analysis, Agribusiness, Customer Service, Microsoft Excel, Microsoft Office, Credit, Budgets, Agriculture, Marketing, Business Development, Loans
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Umpqua Bank March 1997 - Present
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Loans, Small Business Lending, Team Leadership, Credit, Banking, Lines Of Credit, Consumer Lending, Loan Origination, Asset Based Lending, Commercial Mortgages, Commercial Banking, Treasury Management
Education
Boise State University 1981 — 1985
B.A., Accounting
Dee.zine. December 2012 - Present
Umpqua Bank August 2008 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building
Education
American River College
Consumnes River College
Umpqua Bank 2014 - Present
Rabobank 2012 - 2013
Haynes equipment, llc 2007 - 2011
Citibank 2004 - 2007
Union Bank 1994 - 2003
Skills
Portfolio Management, Loans, Financial Risk, Risk Management, Banking, Commercial Lending, Corporate Finance, Due Diligence, Financial Analysis
Education
California State University-Fresno 1991 — 1992
Master of Business Administration (M.B.A.)
University of Southern California 1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Umpqua Bank April 2014 - Present
Sterling Savings Bank December 2010 - April 2014
Golf Savings Bank June 2009 - December 2010
Security National Mortgage Company February 2006 - June 2009
Skills
FHA, Credit, Loan Origination, Banking, Mortgage Lending, Mortgage Banking, USDA, Refinance, Loans, Credit Analysis, FHA financing, VA loans, Residential Mortgages, Construction Loans, Government Loans, Mortgage Underwriting, FHA Financing, VA Loans
Education
Brigham Young University
Wells Fargo August 2013 - Present
US Air Force Reserve June 2012 - Present
Umpqua Bank November 2010 - October 2011
Gold Country Bank December 2009 - August 2010
Alston Enterprises August 2007 - July 2010
Schools Financial Credit Union September 2006 - September 2009
US Army July 2001 - March 2005
Skills
Loans, Banking, Credit, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Small Business Lending, Notary Public, Credit Analysis, Analysis, Critical Thinking, Strategic Thinking, Creative Solutions, Problem Solving, Credit Unions, Community Outreach, Customer Retention, Cash Handling Experience, Customer Service, Compliance, Sales, Cross Selling, Opening New Accounts, Accounting, Data Entry, Training
Education
Yuba College 2001 — 2006
Associate of Arts and Sciences (AAS), General Studies, 3.50
Antelope Valley College 2003 — 2005
Transferred Back to Yuba College, General Studies, 3.50
Umpqua Bank March 2014 - Present
Umpqua Bank January 2010 - Present
Bank of the Cascades April 2008 - January 2010
JPMorgan Chase August 2005 - April 2008
JPMorgan Chase November 2003 - August 2005
Skills
Financial Structuring, Loans, Credit Analysis, Commercial Banking, Real Estate, Restructuring, Commercial Real Estate, Finance, Underwriting, Syndications, Commercial Lending, Credit, Commercial Mortgages
Education
Aoyama Gakuin University
International Finance
Oregon State University
Bachelor of Arts (B.A.), Business Administration, Finance
Umpqua Bank April 2015 - Present
Civin Computer Repair January 1999 - Present
Lockheed Martin June 2010 - June 2011
Humboldt County Office of Education June 2006 - August 2006
Humboldt County Office of Education August 2003 - June 2004
Skills
Access, Microsoft Office, Word, PowerPoint, Excel, MS Project, Visual Basic, Outlook, Problem Solving, Documentation, Data Analysis, Photoshop, SQL, C, Research, Customer Relations, Analysis, Process Improvement, Windows, Windows 7, Windows Vista, Windows XP, Windows Server 2008, Visio, Troubleshooting, Software Installation, Computer Hardware, Testing, System Administration, Technical Writing, Project Planning, Teamwork, Active Directory, VBScript, Customer Service, Technical Documentation, Administration, Spreadsheets, Adobe Acrobat, Network Administration, CompTIA Network+..., A+ Certified IT...
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
M.S. Engineering Management
California Polytechnic State University-San Luis Obispo 2009 — 2011
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo 2004 — 2008
B.S. Computer Engineering
Umpqua Bank February 2011 - Present
Best Western Pier Point Inn July 2008 - December 2010
The Breakers Gold Beach May 2004 - January 2007
El Pueblo Inn, Sonoma, CA November 1999 - January 2004
Auberge du Soleil, Rutherford, CA February 1993 - November 1999
Skills
Training, Customer Satisfaction, Hotels, Sales, Resorts, Restaurants, Construction, Tourism, Networking, Integrated Marketing, Renovation, Operations Management, Credit, Banking, Team Building, Management, Customer Service, Leadership, Sales Management, Budgets
Education
California State Polytechnic University-Pomona 1975 — 1981
Engineering
Umpqua Bank June 2009 - Present
Wells Fargo Bank May 2006 - June 2009
Shanghai Commercial Bank HK April 2005 - May 2006
Skills
Management, Credit, Trade Finance, Commercial Banking, Portfolio Management, Financial Structuring, Credit Risk, Banking, Loan Origination, Sales, Underwriting, Loans, Financial Analysis, Training, Treasury Management, Credit Analysis, Due Diligence, Commercial Lending, Cross Selling, Wealth Management, Lines Of Credit, Small Business Lending, Cash Flow, Analysis, Asset Based Lending
Education
Brandeis University, Lemberg - International Business School
M.S, Finance
University of California, Berkeley
B.A, Economics and Political Science
Abraham Lincoln High School
Federal Reserve Board June 2014 - Present
Bates College September 2013 - May 2014
Umpqua Bank June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Matlab, Time Management
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Economics, Mathematics
The American University in Cairo 2013 — 2013
Insight Global June 2012 - Present
Umpqua Bank 2014 - 2015
Umpqua Bank 2014 - 2015
Umpqua Bank 2014 - 2015
LTC Financial Partners October 2006 - June 2012
Haas Door, A Nofziger Company January 2001 - May 2006
APS Medical Billing June 1998 - December 2000
Skills
Visual C#, VB.NET, JavaScript, T-SQL Stored Procedures, ADO.NET, LINQ, XML, HTML, AJAX, ASP.NET, Microsoft SQL Server, SharePoint, CSS, CRM, Object Oriented...
Education
Bowling Green State University 1998 — 2000
Bachelor of Science (BS), Computer Science
Owens Community College 1996 — 1998
Associate of Arts and Sciences (AAS), Business/Office Automation/Technology/Data Entry
Charles Ahlem Ranch March 2012 - April 2013
Umpqua Bank February 2008 - March 2012
Skills
Credit Analysis, Loan Origination, Credit, Commercial Lending, Small Business Lending, Banking, Loans, Consumer Lending, Commercial Mortgages, Commercial Banking, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor's degree, Agricultural Business and Management
Modesto Junior College 1977 — 1979
Associate of Science (A.S.), Agricultural Economics
Foundation Bank May 2014 - Present
The Commerce Bank of Washington May 2013 - May 2014
Umpqua Bank April 2010 - May 2013
Umpqua Bank December 2007 - April 2010
Silverton Financial Services, formerly The Bankers Bank May 2007 - July 2007
Sterling Savings Bank August 2002 - May 2007
Sterling Savings Bank March 2000 - August 2002
Sterling Savings Bank July 1999 - March 2000
Skills
Commercial Banking, Financial Statement..., Underwriting, Business Development, Training, Analysis, Management, Consumer Lending
Education
Bellevue Community College
Associate Trasfer Degree, Business Administration and Management, General
Gonzaga University
Umpqua Bank April 2014 - May 2015
Sterling Bank October 2006 - April 2014
Skills
Commercial Banking, Commercial Lending, Banking, Credit Analysis, Treasury Management
Education
Boise State University
Umpqua Bank
Skills
Banking, Consumer Lending, Home Equity Lines of..., Credit Cards, Opening New Accounts, Medallion Signature..., Microsoft Office, VB.NET
Education
American River College
Greater Sacramento Urban League
GED