Union Bank
MUFG Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Headquarters: New York City, New York, United States Parent organization: MUFG Bank CEO: Steve Cummings (May 2015–) Revenue: 5.28 billion USD (2016) Total assets: 148.1 billion USD (2016) Number of employees: 12,141 (2017)
Union Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Union Bank Employees
RHI/Protiviti August 2014 - Present
Erick L. Miller, CPA September 2006 - Present
Union Bank February 2012 - August 2014
WesCorp October 2007 - February 2012
LandAmerica Financial Group November 2003 - September 2007
Weiss, Block, Karp, Mandell and Caskey September 2002 - November 2003
McGladrey & Pullen October 1998 - August 2002
Skills
Accounting, Small Business, Internal Controls, GAAP, Internal Audit, Income Tax, Tax Preparation, Due Diligence, Financial Audits, Auditing, Cash Flow, US GAAP, Tax Compliance, SOX, General Ledger, Financial Analysis, Risk Assessment, Audits of Employee..., Basel II, Financial Reporting
Education
Golden Gate University 2008 — 2010
Master of Science in Taxation
California State University-Long Beach
Bachelor of Arts in Business Economics, Economics
Union Bank February 2014 - Present
Union Bank January 2013 - February 2014
Union Bank July 2009 - January 2013
BJ's Restaurant & Brewery October 2007 - October 2009
Skills
Word, PowerPoint, Access, Accounts Payable, Excel, Microsoft Excel, Management, Customer Service, Sales, Microsoft Word, Leadership, Time Management, Finance, Microsoft Office, Banking, Retail Banking, Strategic Planning, Analysis, Facebook, Social Media Marketing
Education
California State University-Long Beach 2007 — 2011
B.S. Degree, Business Finance
Bank of the West October 2014 - Present
OneWest Bank February 2010 - September 2014
Union Bank February 2009 - February 2010
Countrywide February 2006 - January 2009
Washington Mutual 2001 - 2006
Wells Fargo Bank February 1999 - February 2001
Financial Accounting Standards Board November 1997 - January 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, SEC filings, Variance Analysis, Financial Accounting, Corporate Finance, Analysis, Financial Statements, Consolidation, Hyperion Enterprise, Sarbanes-Oxley, Accounts Payable, CPA
Education
California State University-Hayward - School of Business and Economics
MBA, Accounting Emphasis
University of California, Berkeley
B.A., Biology
Global Energy Services, Inc. August 2013 - Present
Southern California Edison June 2007 - May 2013
Union Bank 2005 - 2007
Sempra Energy 2001 - 2005
Electronic Data Systems 1998 - 2000
Skills
Program Management, Energy Efficiency, Business Process..., Project Management, MS Project, Energy, Renewable Energy, Project Portfolio..., Process Improvement, Contract Management, Energy Policy, Demand Response, Management Consulting, Team Leadership, K-12 Education Policy, Conflict Resolution, Higher Education Policy, Strategic Planning, Business Strategy, Budgets, Management, Policy, Contract Negotiation, Leadership, Team Building, Government, Cross-functional Team..., Smart Grid, Public Policy, Sustainability, Smart Metering, Nonprofits, Energy Management, Energy Conservation, Microsoft Project
Education
California State University-Los Angeles 1982 — 1989
Bachelor of Science, Business Administration
California State University-Los Angeles 1993 — 1995
Master of Science, Public Administration (M.S.P.A.), Public Policy
Project Management Institute 2013 — 2013
Project Management Professional (PMP)
Citizens Business Bank January 2015 - Present
Union Bank July 2009 - January 2015
Bloomingdale's January 2006 - June 2009
Nordstrom January 2005 - January 2006
Skills
Multi Tasking, Communication, Data Analysis, Financial Analysis, People Development, People Skills, People-oriented, Job Coaching, Problem Solving, Goal Oriented, Self Management, Self-driven, Time Management, Leadership Development, Mentoring, Personal Development, Team-oriented, Cross-functional Team..., Hands-on Approach, Sales Presentations, Presentation Development, Presenter, Six Sigma, Certified Green Belt, Project Management, Business Process..., Process Engineering, Customer Service, Client Liaison, High Performance Teams, Quality Assurance, Workforce Management, Instructor-led Training, Banking, Commercial Banking, Credit, Leadership, Management, Risk Management, Training, Relationship Management, Analysis, Financial Risk
Education
University of California, Irvine 2013 — 2014
Project Management Certification
California State University-Long Beach 2005 — 2009
Bachelor of Science (BS), Finance and Real Estate & Law
US Funding, Inc. 2013 - Present
Cantor Fitzgerald 2007 - 2010
Real Estate Mortgage Exchange 2004 - 2007
Union Bank 1986 - 1994
Skills
Team Building, Qualitative Research, Strategic Planning, Budgets, Negotiation, New Business Development, Branding & Identity, Strategic Financial..., US Treasuries, Fixed Income Analysis, Fixed Income Portfolio..., Team-oriented, Team Leadership, Marketing Strategy, Strategic Partnerships, Strategic Sourcing, Financial Risk, Corporate Finance, Market Research, Marketing Communications, Business Development, Investment Properties, Competitive Analysis, Strategy, Analysis, Entrepreneurship, Online Marketing, Social Networking, Business Planning, Management Consulting, Marketing Management, Leadership, Start-ups, Lead Generation, CRM, Analytics, Executive Management, Investments, Business Strategy, Mergers & Acquisitions, Public Speaking, Social Media, Coaching, Management, Social Media Marketing, Consulting, Marketing, Public Relations, Nonprofits
Education
California State University-Long Beach 1974 — 1978
Bachelor of Science (BSc), Finance, Marketing
Marymount College, Kansas
Pre-Medicine
Union Bank January 2015 - Present
The V. Syndicate, LLC March 2014 - September 2014
American Apparel October 2011 - March 2014
FYF Fest LLC September 2010 - August 2011
Education
California State University-Los Angeles 2010 — 2016
Marc and Eva Stern Math and Science School 2006 — 2010
SAC Wireless LLC, A Nokia Company August 2014 - Present
Scarlet Wireless Inc. December 2013 - July 2014
U.S. Bank October 2012 - December 2013
Union Bank May 2009 - June 2012
Union Bank October 2008 - May 2009
Union Bank May 2007 - October 2008
Skills
Lease Abstraction, Site Acquisition, Site Development, Lease Negotiations, Leadership, Management, Banking, Loans, Asset, PowerPoint, Microsoft Excel, Finance, Microsoft Office, Time Management, Customer Service
Education
California State University-Long Beach 2005 — 2010
Bachelor of Arts (B.A.), English
California State University-Long Beach 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Union Bank October 2014 - Present
Bank of America February 2014 - October 2014
Wells Fargo Home Mortgage August 2013 - February 2014
Wells Fargo January 2011 - August 2013
Wells Fargo Financial 2007 - 2010
Wells Fargo Financial 2003 - 2007
Wells Fargo Financial 2002 - 2003
Skills
Mortgage Lending, Consumer Lending, Sales, Loans, Team Building, Credit, Banking, Leadership, Loan Origination, Relationship Management, Talent Acquisition, Cross Selling, Credit Analysis, Small Business Lending
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
MBA
Occidental College 1998 — 2002
Economics for Business & Management
Union Bank September 2012 - Present
Union Bank June 2010 - August 2012
Standard Parking April 2006 - June 2010
Skills
Customer Service, Financial Analysis, Financial Statements, Outlook, Accounting, Microsoft Excel, Spreadsheets, Microsoft Word, Customer Retention, PowerPoint, Auditing, Accounts Payable, Microsoft Office, Lotus Notes, Access, Sales, Strategic Financial..., Data Entry, Management, Banking, Credit, Loans, Risk Management, Analysis
Education
California State University-Long Beach 2008 — 2011
BS, Business Administration: Emphasis in Accounting
El Camino College 2006 — 2008
AS, Business Adminstration
Union Bank 2003 - Present
Skills
Banking, Investments, Relationship Management, Treasury Management, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Risk Management, Retail Banking, Portfolio Management, Loans, Financial Analysis, Credit Analysis, Credit, Credit Risk
Education
California State University-Los Angeles 1986 — 1991
Bachelor of Science (BS), Finance, General
Union Bank January 2007 - December 2011
Self employed January 2000 - January 2007
Skills
Databases, Testing, Troubleshooting, Access, Visio, Training, Technical Support, Management
Education
California State University-Long Beach
Bachelors of Science, Business Administration in Management Information Systems
Bangkok University International College
Business Administration; Marketing
El Segundo High School 1996 — 2000
Wilmington Trust 2013 - Present
Deutsche Bank 1990 - 2013
Security Pacific National Bank 1988 - 1990
Union Bank 1985 - 1988
Skills
Fixed Income, Hedge Funds, Private Equity, Credit Derivatives, Structured Finance, Emerging Markets, Financial Structuring, Corporate Trust, Trustee, Sales Management, Project Management, Product Management, Relationship Management, Alternative Investments, Back Office, Banking, Bloomberg, Bonds, Business Planning, CDS, CRM, Finance, Financial Institutions, Financial Markets, Financial Services, Management, Middle Office, Risk Management, Securitization, Strategy, Swaps, Securities
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Information Systems
Union Bank October 2014 - Present
US Bank Home Mortgage October 2011 - September 2014
Home Loan Center October 2006 - September 2011
Skills
Mortgage Lending, First Time Home Buyers, Mortgage Consulting, Product Knowledge, Government Loans, Refinance, FHA, FHA financing, Mortgage Banking, VA loans
Education
California State University-Long Beach 2001 — 2006
Bachelor's degree, Communication, General
Armanino LLP May 2012 - Present
Chili's September 2007 - May 2013
Union Bank April 2006 - April 2012
Skills
Access, 10 Key, Customer Service, Finance, Microsoft Excel, Outlook, Microsoft Word, Microsoft Dynamics AX, Microsoft Dynamics CRM, Microsoft Dynamics GP
Education
California State University-Hayward - School of Business and Economics 2010 — 2012
Bachelor of Science (BS), Finance & Corporate Management
Chabot College 2007 — 2009
Associate of Arts (AA), Accounting Technology/Technician and Bookkeeping
Aryia Technologies March 2003 - Present
Sunir Industrial & Agricultural Machinary Promotion Co. 2004 - 2012
FAB 2005 - 2011
County of Orange April 1994 - April 2004
Union Bank 1988 - 1994
Skills
Servers, Troubleshooting, Windows Server, Security, Active Directory, Disaster Recovery, VPN, DNS, Network Administration, Network Security, System Administration
Education
California State University-Long Beach 1989 — 1991
B.S., Industrial Technology, 3.2
Saddleback College 1986 — 1988
Associate’s Degree, Electronics, 3.4
Red Door Interactive September 2012 - Present
Union Bank April 2007 - September 2012
First City Credit Union October 2003 - March 2007
Skills
Delivering Exceptional..., Resourceful in the..., Superior Work Ethic, Troubleshooting, Budget Reconciliation, Operating Budgets, multi tasking, Trust Management, Public Speaking, Highly resourceful, Microsoft Excel, Research, Creativity, Outlook, Microsoft Word, Management, Customer Service, Training, Accounting, Social Media, QuickBooks, Budgets, Time Management, Operations Management, Marketing, WordPress, Banking, Social Media Marketing, Account Management, Social Networking, Email Marketing, Market Research
Education
California State University-Long Beach 1994 — 1996
University of Arizona 1992 — 1994
Keller Williams Real Estate October 2013 - Present
The Plaza Group Realty 2014 - 2015
Diamond Resorts International March 2013 - October 2013
BGR & Associates January 2012 - August 2012
Union Bank March 2010 - February 2012
Skills
Banking, Retail Banking, Customer Service..., Retail Sales, Cross Selling, Cash Management, Customer Service, Credit Cards
Education
California State University-Long Beach 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Bank of the West August 2001 - Present
Union Bank 1994 - 1999
Moore Business Forms 1985 - 1989
Skills
Banking, Commercial Banking, Small Business Lending, Portfolio Management, Commercial Lending, Loans, Credit, Investments, Consumer Lending, Wealth Management, Branch Management, Retail Banking, Risk Management, Mortgage Lending, Credit Analysis, Team Building, Strategic Financial..., Asset Managment, Cross Selling, Lines Of Credit, Refinance
Education
California State University-Long Beach - College of Business Administration 1981 — 1983
B S, Marketing
Union Bank July 2007 - Present
Skills
Team-oriented, Banking, Commercial Banking, Retail Banking, Cash Management, Cross Selling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Quick Thinker, Always Willing to Learn
Education
California State University-Long Beach 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
MUFG Union Bank December 2014 - Present
East West Bank September 2011 - December 2014
Union Bank September 2009 - September 2011
AAA Southern California December 2008 - September 2009
City National Bank Corporation November 1998 - December 2008
Home Savings of America April 1996 - October 1998
First Interstate Bancorporation August 1994 - April 1996
ANCO Engineers / ANCO Consulting December 1990 - August 1994
Skills
Finance, Product Development, Product Management, Data Analysis, Dashboard Metrics, Metric Development, Project Management, Profitability Management, Marketing Strategy, Market Research, Talent Management, Training Delivery, Presentation Skills, Treasury Management, Commercial Banking, Performance Measurement, Technical Analysis, Utility Industry, Membership Retention, Cash Management, Cost Benefit, Forecasting, Banking, Management, ACH, Strategy, Budgets, Strategic Planning, Project Planning, Credit, Internet Banking, Payments, Risk Management, Marketing, Loans, Quantitative Analytics, Electronic Payments, Financial Modeling, Financial Analysis, Financial Services, Portfolio Management
Education
California State University-Long Beach 1988 — 1990
MA, Economics
California State University-Long Beach 1985 — 1988
BA, Economics
H.C. Dunn Technology January 2015 - June 2015
Cornell Sanders Technology March 2014 - August 2014
CoraSound Entertainment June 2013 - August 2014
JPMorgan Chase July 2010 - June 2011
Union Bank June 2007 - July 2010
Education
California State University-Long Beach
Bachelor of Science (B.S.)
Edison High School
County of Los Angeles Department of Public Works March 2015 - Present
California Educational Centers, Inc. August 2011 - November 2014
Cerritos College June 2010 - August 2013
AmeriCorps August 2009 - June 2011
Union Bank January 2009 - May 2009
Skills
AutoCAD, GIS Modeling, Microsoft Office, Highway Design, Civil Engineering, Structural Engineering, Surveying, Road, Fitness Instruction, ArcGIS, Instruction, Contract Management, Structural Analysis, Concrete, Construction, Engineering, CAD, Teamwork, Construction Management
Education
California State University-Long Beach 2009 — 2015
Bachelor of Science (BS), Civil Engineering
Union Bank July 2005 - Present
Education
California State University-Long Beach 1994 — 1996
Bachelor's degree, History
Union Bank December 2013 - Present
Skills
Banking, Customer Service, Retail Sales, Retail Banking, Customer Experience, Credit, Customer Satisfaction, Loans, Sales, Retail, Customer Retention, Time Management
Education
California State University-Long Beach 2013 — 2017
Bachelor of Arts (B.A.)
Fountain Valley High School 2009 — 2013
Vision Design Studio July 2014 - Present
Union Bank June 2013 - Present
Union Bank May 2011 - May 2013
Union Bank April 2008 - May 2011
The Leukemia & Lymphoma Society January 2011 - April 2011
Skills
Banking, Retail Banking, Relationship Management, Branch Banking, Mortgage Banking, Financial Services, Finance, Wealth Management, Financial Risk, Administrative Functions, New Hire Training, New Hire Processes, Terminations, Technical Training, Executive Reporting, Presentation Design, Excel Dashboards, Microsoft Excel, Customer Interaction, Multi Tasking, Managing Deadlines, Team Building, Committed to..., Organization &..., Marketing
Education
California State University-Long Beach 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Union Bank December 2009 - Present
Union Bank May 1994 - December 2009
Skills
Risk Management, Commercial Banking, Credit, Banking, Cash Management, Loans, Compliance, Retail Banking, AML, Financial Services, Credit Risk, Credit Analysis, Financial Risk, Mortgage Lending, Portfolio Management, Commercial Lending
Education
California State University-Long Beach 1979 — 1986
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Torrance Memorial Medical Center December 2013 - Present
Union Bank October 2006 - November 2012
Trusource September 2000 - October 2006
Laserfiche March 2000 - September 2000
Skills
Banking, Administrative..., Receptionist Duties, Loans, Customer Service, Microsoft Excel, Outlook, Sales, Lotus Notes, Loan Origination, Lines Of Credit, Consumer Lending, Time Management, QuickBooks, Invoicing
Education
California State University-Long Beach 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
Tarbell Realtors October 2011 - Present
Postal Annex #243 March 2010 - Present
PFF Bank & Trust November 1991 - March 2009
PFF Bank & Trust, Now part of US Bank as of 11-21-2008 1991 - 2009
PFF Bank & Trust, Now part of US Bank as of 11-21-2008 1991 - 2009
Bank of Newport February 1988 - June 1991
Union Bank July 1986 - June 1987
Skills
Internal Audit, Banking, Underwriting, Budgets, Loans, Process Improvement, Risk Management, Payroll, Accounting, Credit, Leadership, Microsoft Excel, Sarbanes-Oxley Act, Financial Risk, Auditing, Finance, Financial Analysis, Real Estate, Management, Mergers & Acquisitions, Commercial Lending, Due Diligence, Cash Management
Education
National University 1987 — 1989
MBA, Finance
California State University-Long Beach - College of Business Administration 1984 — 1986
BS, Public Accounting
U.S. Bank October 2014 - Present
City National Bank March 2004 - October 2014
Victory Capital Management June 2000 - December 2002
Union Bank January 1997 - June 2000
Bank of America, US Corporate Group January 1992 - January 1997
Skills
Equities, Credit, Capital Markets, Debt, Equity Research, Financial Structuring
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science, Business Administration
Golden Gate University
Master of Science, Finance
Union Bank March 2012 - Present
LA Galaxy January 2011 - March 2012
Union Bank of California October 2005 - October 2009
Pacific Mercantile Bank January 2007 - February 2008
Skills
Marketing Strategy, Microsoft Excel, Online Advertising, Corporate Finance, Marketing, Market Research, Budget, Account Management, Strategic Planning, Budgets, Banking
Education
California State University-Long Beach 2008 — 2010
Masters, Sports Management
University of Pennsylvania - The Wharton School 2001 — 2005
Marketing, Management
Heritage Bank NW August 2013 - Present
The Bank of Washington June 2011 - August 2013
Union Bank April 2010 - June 2011
Frontier Bank January 2003 - April 2010
Skills
Banking, Branch Banking, Commercial Banking, Commercial Lending, Credit, Loans, Management, Small Business Lending
Education
Pacific Coast Banking School 2004 — 2006
Graduate
California State University-Los Angeles 1991 — 1996
Graduate Studies
California State University-Northridge 1985 — 1989
B.S., Business Administration - Finance
Union Bank August 2011 - Present
Union Bank-Beverly Hills Office February 2009 - August 2011
Wells Fargo Investments PCS 2008 - 2008
Skills
Credit, Analysis, Investments, Sales, Valuation, Spanish, Banking, Portfolio Management, Financial Analysis, Credit Analysis, Small Business Lending
Education
University of Southern California - Marshall School of Business 2006 — 2008
BS, Corporate Finance
California State University-Los Angeles 2004 — 2006
BS, Finance
Cleveland Clinic April 2011 - December 2014
Northeast Ohio Regional Sewer District January 2009 - April 2010
Union Bank May 2007 - September 2008
Kaiser Permanente January 2005 - January 2006
Countrywide November 2004 - March 2005
Wells Fargo November 2003 - November 2004
Skills
System Administration, Organizational..., Leadership, Coaching, Recruiting, Epic Systems, Software Documentation, Instructional Design, Customer Service, Training, Change Management, Employee Training, EMR, Microsoft Office, Project Management, Analysis, Time Management, Instructor-led Training, Strategic Planning, Program Management, Management, E-Learning, Curriculum Development, Teaching, Healthcare, Strategy, GoLive, Curriculum Design
Education
California State University-Long Beach 1991 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.8 GPA
Union Bank July 2011 - Present
M Squared Consulting June 2010 - July 2011
Spring Mill Capital Managment October 2009 - June 2010
Capmark Finance, Inc. September 1996 - April 2007
GMAC Commercial Mortgage Corp. January 1992 - April 2007
Hanford/Healy Companies January 1992 - September 1996
Bedford Properties Inc. September 1988 - January 1992
Federal Asset Disposition Association June 1987 - July 1988
KPMG June 1977 - June 1987
Education
California State University-Hayward - School of Business and Economics 1975 — 1977
Business Administration, Accounting & Finance
Ingram Micro December 2014 - Present
Ingram Micro May 2013 - December 2014
Union Bank December 2011 - April 2013
LA Fitness April 2011 - November 2011
Nike March 2011 - November 2011
Mellon 1st Business Bank March 2006 - November 2008
Bank of America July 2002 - January 2005
Skills
Marketing, Training, Management, Sales, Portfolio Management, Banking, Finance, Marketing Strategy, Digital Marketing, Channel Partners, Team-oriented, Internet Banking, Customer Service, Financial Services, Microsoft Excel, PowerPoint, Data Entry, AML, Credit, ACH, Microsoft Word, Front Office Support, Coordination, Customer Support, Technical Support, Sales&Marketing, Administrative Work, Human Resources, Accounts Payable, Payroll, Risk Management, Payments, Core Banking, Retail Banking, Cash Management, Electronic Payments, Loans, Account Management, Photoshop
Education
California State University-Los Angeles 2008 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Citizens Business Bank March 2012 - Present
Community Bank November 2002 - February 2012
Sunwest Bank December 2001 - November 2002
US Bank August 1994 - October 2001
First Bank & Trust April 1998 - August 1999
Commerce Bank September 1993 - July 1994
California State Trade & Commerce Agency November 1992 - September 1993
National Bank of Long Beach April 1989 - November 1992
First Interstate Bank October 1981 - March 1989
Union Bank June 1979 - October 1981
Skills
Credit, Banking, Finance, Small Business Lending, Asset Based Lending, Asset, Commercial Lending, Credit Analysis, Loans
Education
Pacific Coast Banking School, The Premier National Graduate School of Banking at the University of Washington 2009 — 2011
Master Certificate, Banking
California State University-Los Angeles 1983 — 1986
M.B.A., International Business
California State University-Long Beach - College of Business Administration 1975 — 1979
B.S. & Undergraduate Certficate in International Business, Marketing & International Business
California State University-Long Beach 1973 — 1978
B.A., Spanish
Universidad Complutense de Madrid, Spain 1975 — 1976
International Certificate, Spanish Language, Literature & Culture
Wells Fargo Bank May 2014 - Present
Wells Fargo Bank March 2011 - Present
Comerica Bank January 2003 - March 2011
US Bank August 2000 - January 2003
Sanwa Bank July 1998 - August 2000
Union Bank January 1994 - July 1998
Skills
Commercial Lending, Loans, Credit, Finance, Portfolio Management, Asset Based Lending, Financial Analysis, Commercial Banking, Underwriting, Business Development, Investments, Middle Market, Structured Finance, Wealth Management, Lines Of Credit, Commercial Mortgages, Syndications, Strategic Financial..., Banking, Commercial Real Estate, ESOPs
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
MBA, Business Finance
San Diego State University-California State University 1989 — 1993
B.S., Accounting
Liberty High
MUFG Union Bank, N.A. November 2014 - Present
MUFG Union Bank, N.A. January 2014 - November 2014
Union Bank January 2011 - January 2014
Union Bank July 2009 - January 2011
Walgreens March 2008 - June 2009
Skills
Banking, Cash Management, Portfolio Management, Treasury Services, Project Management, Process Improvement, Risk Management, Customer Service, Management, Product Development, Finance, Financial Risk
Education
California State University-Long Beach 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Operations, and Management
Fulfillment Fund December 2013 - Present
Magic Johnson Foundation March 2010 - November 2013
NextAid 2009 - March 2010
ECHS January 2009 - June 2009
Inner City Education Foundation (now ICEF Public Schools) October 2003 - January 2008
View Park Prep Accelerated Charter Schools July 2000 - July 2002
Union Bank 1999 - 2000
Inner City Education Foundation (now ICEF Public Schools) June 1997 - August 1997
Inner City Education Foundation (now ICEF Public Schools) June 1996 - August 1996
Skills
Education Management, Innovation, Student Recruitment, Student Retention, Youth Development, Career Advising, Budget Management, Marketing Communications, Team Management, Volunteer Engagement, Corporate Sponsorships, Strategic Partnerships, Strategic Planning, Educational Leadership, Student Recruiting, Budgets, Leadership, Entrepreneurship, Marketing Strategy, Curriculum Design, Public Speaking, Team Building, Career Counseling, Grant Writing, Strategic Communications, Teaching, Public Relations, Training, Staff Development, Fundraising, Media Relations, Sponsorship, Policy, Strategy, Management, Career Development, Social Entrepreneurship, Social Media, Higher Education, Marketing, Volunteer Management, Leadership Development, Organizational..., Social Networking, Proposal Writing, Volunteering, Interviews, Nonprofits, Instructional Design, Program Management
Education
Loyola Marymount University 2013 — 2016
Doctor of Education (Ed.D.)
California State University-Los Angeles 2012 — 2013
Master's Degree
Harvard University 1995 — 1999
Bachelors
Harvard-Westlake
社団法人 日本国際人材育成協会 November 2011 - Present
Hawaii Internship October 2008 - Present
Union Bank April 2001 - September 2004
Sakura Bank Ltd. Los Angeles Branch August 1996 - March 2000
Skills
Banking, Risk Management, Portfolio Management, Credit, Commercial Banking, Financial Risk, Credit Risk, Loans, Credit Analysis, Retail Banking, Financial Analysis, Financial Modeling
Education
California State University-Long Beach 1994 — 1995
Econometrics and Quantitative Economics, Master of Arts (MA)
California State University-Long Beach 1992 — 1993
Economics, Bachelor of Arts (B.A.)
Kurume
City National Bank January 1999 - Present
Union Bank December 1998 - December 1999
Home Savings of America June 1987 - December 1998
Skills
Content Management, Email Communications, Email Marketing, Internet Banking, Banking, Interactive Marketing, eCommerce, SharePoint, Social Media, Analytics, Financial Services, ACH, Electronic Payments, Technical Writing, Treasury Management, Segmentation, Product Management, Risk Management, Software Documentation, Team Leadership, Intranet, Customer Service, Vendor Management, Relationship Management, Strategic Planning, Technical Support
Education
Hope International University 1991 — 1993
Bachelor's, Education
California State University-Long Beach 1987 — 1989
General Education
Union Bank February 2012 - Present
Chase Bank March 2011 - February 2012
Suffolk University August 2009 - January 2011
NARAL Pro-Choice Massachusetts September 2010 - December 2010
Massachusetts Physicians For a National Health Program May 2010 - August 2010
Washington Mutual, Inc. December 2006 - September 2009
Skills
Non-profits, Social Media, Workshop Facilitation, Marketing, Community Outreach, Research, Public Speaking, Microsoft Office, Fundraising, Policy Analysis, Editing, Microsoft Excel, Healthcare, Reproductive Health, Customer Service, Policy, Public Health, Nonprofits, Teaching, Volunteer Management, Program Development, Qualitative Research, Banking, Loans
Education
Suffolk University 2009 — 2011
MA, Women's Health
California State University-Long Beach 2002 — 2006
BA, Women's Studies
Summit HR & Payroll October 2009 - Present
Union Bank September 2000 - July 2009
Sanwa Bank of California 1987 - 2000
Skills
Strategic Planning, Payroll, Employee Benefits, Recruiting, HRIS, Human Resources, Customer Service, Workers Compensation, Time Management, Employee Relations, Team Building, Small Business, Employee Engagement, Banking, Hiring, Management, Talent Acquisition, Strategy, Leadership Development, Benefits Administration, Performance Management, Talent Management, Workforce Planning, Organizational..., Mergers & Acquisitions, Training, Insurance, Coaching, Leadership, Process Improvement, Business Development, Personnel Management, Executive Coaching, Executive Management, Employee Training
Education
California State University-Long Beach - College of Business Administration 1991 — 1993
BS, Business Admin/Accounting
Orange Coast College 1983 — 1991
AA, GE
fidm July 2007 - August 2012
Union Bank January 2004 - July 2007
Standard Bank June 2003 - April 2004
Alliance Health Group May 1996 - June 2003
Education
Orange County Search Engine Academy 2008 — 2008
SEO Certification
Alhambra Adult School 2007 — 2008
Typing Certificate, Typing Certificate (50wpm)
California State University-Los Angeles 2000 — 2003
BS, Information Technology & CIS
COMP TIA Training School 2002 — 2002
A+, Hardware & Software
Pasadena City College 1997 — 1999
A.A. & A.S., General Business & Accounting
DJ Yoshe 2003 - Present
Deloitte June 2015 - August 2015
Comerica Bank April 2013 - September 2013
Rosemax Media, LLC March 2011 - April 2012
Wells Fargo Bank March 2007 - March 2011
Official DJ for Ron Artest/Metta World Peace 2010 - 2010
Union Bank February 2009 - June 2009
Wells Fargo Bank May 2006 - March 2007
Lenscrafters 2000 - 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Budgets, Outlook, Leadership, Financial Analysis, Marketing, Microsoft Word, Social Media, PowerPoint, Banking, Social Networking, Event Planning, Accounting
Education
California State University-Long Beach 2013 — 2015
Accounting
Union Bank September 2006 - Present
City National Bank January 2013 - September 2014
Assurant Solutions February 2003 - August 2006
Skills
Banking, Loans, Credit Analysis, Credit, Relationship Management, Business Development, Portfolio Management, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Sales, Lines Of Credit, Loan Origination, Consumer Lending, Treasury Management, Retail Banking, Financial Analysis, Cash Management, Finance, Risk Management, Commercial Mortgages, Customer Service, Credit Risk, Asset Based Lending, Mortgage Banking, Cross Selling, Deposits, Branch Management, Private Banking, Financial Services, Investments, Underwriting, Refinance, Branch Banking, Financial Risk, SBA, Bank Secrecy Act, Residential Mortgages, Credit Cards, Wealth Management, Funding, Loan Servicing, AML, Core Banking, Real Estate Financing, Financial Structuring, ACH, Business Relationship..., Asset Management
Education
California State University-Long Beach - College of Business Administration 1998 — 2005
Bachelor of Science, Management & Operations Management
Union Bank March 2014 - Present
Pacific Life July 2013 - February 2014
Wells Fargo 2007 - 2013
Wells Fargo 2003 - 2006
Wells Fargo 1998 - 2002
Wells Fargo 1996 - 1997
Wells Fargo 1989 - 1996
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, Risk Management, Retail Banking, Financial Analysis, Cross Selling, Small Business Lending
Education
California State University-Long Beach
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
California State University-Long Beach
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
City National Bank August 2013 - Present
Union Bank February 2006 - July 2013
Pacific Life Insurance February 2000 - February 2006
Bank of America June 1981 - November 1999
Skills
Workshop Facilitation, Leading Meetings, Meeting Planning, Master Scheduling, Course Management, Technical Course..., Customer Service, Customer Oriented, Customer Engagement, Operations Management, Sales Management, Teaching Adults, Communication Skills, Supervisory Skills, Interpersonal Skill, Selling Skills, Banking, Life Insurance, Instructor-led Training, Instructional Manuals, Instruction, Performance Appraisal, Performance Improvement, Performance Consulting, Project Coordination, Build Strong Teams, Volunteering, Coaching, Training, Training Delivery, Instructional Design, Employee Training, Blended Learning, CRM, SnagIt, Management, Training Facilitation, Relationship Management, Retail Banking
Education
California State University-Long Beach 1976 — 1981
Bachelor of Science (B.S.), Business Administration, Human Resources Management
Union Bank October 2012 - Present
Northwestern Mutual April 2011 - October 2012
Worldwide Express January 2009 - February 2011
CSULB September 2006 - June 2010
HBUHSD November 2004 - June 2009
Tsunami Sushi June 2005 - December 2008
United States Army October 2001 - October 2004
Skills
Customer Service, Outlook, PowerPoint, Public Speaking, Microsoft Office
Education
2010-2007 California State University of Long 2007 — 2010
Bachelor of Science, Business Marketing
California State University-Long Beach - College of Business Administration 2007 — 2010
Business, Marketing
Union Bank July 2014 - Present
Claim Jumper Restaurants February 2005 - Present
American Communications Group February 2012 - July 2013
Southern California Marketing September 2010 - February 2011
Academic Data Processing June 2010 - August 2010
Skills
Food Service, Training, Management, Time Management, Advertising, Sales, Budgets, Retail, Sales Operations, Negotiation, Analysis, Social Networking, Project Planning
Education
California State University-Long Beach 2004 — 2010
Bachelor of Science (BS), Marketing
BNY Mellon Wealth Management January 1997 - Present
Union Bank August 1979 - January 1997
Skills
Fiduciary Management, Wealth Management..., Investment Management, Philanthropy, Professional Women, Wealth Management, Leadership, Finance, Coaching, Financial Services, Problem Solving, Leadership Development
Education
California State University-Long Beach
Cornell University's Managing for Excellence
First Financial Credit Union 2004 - 2009
Bay View Capital Corporation 1999 - 2003
Home Savings of America 1989 - 1999
Union Bank 1981 - 1989
Education
California State University-Los Angeles
Union Bank July 2013 - Present
The Cheesecake Factory September 2010 - December 2012
Skills
Dependable Team Player, Business Minded, Highly Dedicated, Always Punctual, Microsoft Word, Risk Management, Leadership, Time Management, Teamwork, Microsoft Office, Banking, Microsoft Excel, Credit, Financial Analysis, Finance, Accounting
Education
California State University-Long Beach 2011 — 2015
Bachelor's Degree, Business Administration/Finance
Lake Washington High School 2007 — 2010
High School
Universal Mccann June 2014 - Present
The Brown Bag Bunch November 2008 - Present
Economics on the Move August 2008 - Present
Proove Accountable Media July 2013 - May 2014
Zenith Media September 2011 - May 2013
Mindshare June 2010 - September 2011
Union Bank November 2006 - April 2009
Long Beach Junior Chamber January 2008 - December 2008
Associated Students, Inc - Long Beach State January 2006 - May 2006
Kumba Entertainment January 2000 - May 2006
Skills
Social Media Marketing, Social Media, Advertising, Online Advertising, Media Planning, Digital Media, Facebook, Digital Strategy, Marketing, Event Planning, Media Buying, Social Networking, Marketing Strategy, Digital Marketing, Marketing Communications, Market Research, Event Management, Integrated Marketing, Mobile Marketing, Fundraising, Nonprofits, Budgets, Sponsorship, Leadership, Online Marketing, Email Marketing, SEO, SEM, Sales
Education
California State University-Long Beach - College of Business Administration 2001 — 2006
Bachelor of Arts
Sonora High School 1997 — 2001
High School Diploma
Union Bank October 2010 - Present
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Human Resources, College Recruiting, Performance Management, Personnel Management, Management, Taleo, Vendor Management, Internet Recruiting, Microsoft Office, Banking, University Relations, Interviews, Employee Relations, Talent Management, PHR, Full-cycle Recruiting, Metrics, Workforce Planning, Employer Branding, Technical Recruiting, HRIS, Project Support
Education
Golden Gate University 2011 — 2013
MS, HR Management
University of California, Davis 2009 — 2012
Certificate Program, Human Resource Development and Management
California State University-Long Beach 1995 — 2000
B.A., Psychology
First Federal March 2013 - Present
First Federal (Port Angeles WA) December 2008 - February 2013
PFF Bank & Trust June 2006 - November 2008
PFF Bank & Trust June 1998 - June 2006
PFF Bank & Trust June 1993 - June 1998
American Express Bank International 1992 - 1993
Long Beach Savings 1988 - 1992
Union Bank 1984 - 1987
Skills
Budgets, Loans, Credit, Financial Analysis, Accounting, Risk Management, Forecasting, ALCO, Enterprise Risk..., Commercial Banking, Vendor Management, Strategic Planning, Cash Management, Treasury Management, Information Technology, Operational Risk, Auditing, Banking, Credit Analysis, Portfolio Management, Analysis, Investments, Management, Financial Institutions, Retail Banking, Finance, Due Diligence, Strategic Financial..., Commercial Lending, SEC filings, Sarbanes-Oxley Act, Executive Management, Financial Risk, Internal Audit, Operational Risk..., Loan Origination, Financial Reporting, Treasury, Financial Forecasting, Leadership
Education
Pacific Coast Bankers School - UW 2006 — 2008
California State University-Long Beach 1980 — 1984
BS Business Administration, Accounting
Utility Partners of America April 2013 - Present
SNC Computers January 2012 - April 2013
Union Bank November 2011 - April 2013
Golden Coast Bank July 2008 - November 2011
Skills
Technical Support, Microsoft Excel, Networking, Wireless Networking, Help Desk Support, Inventory Control, Social Media, PC building, Inventory Management, Computer Hardware, Hardware, Management, Customer Service
Education
California State University-Long Beach 2005 — 2011
Bachelor of Business Administration (BBA), Management Information Systems, General
Idemitsu Lubricants America August 2014 - Present
Idemitsu Lubricants America October 2013 - August 2014
Innova Electronics Corp. July 2009 - October 2013
Union Bank January 2006 - July 2009
CalFirst National Bancorp June 2004 - January 2006
United States Marine Corps June 1998 - June 2004
Skills
Sales Management, Sales, Customer Retention, Customer Oriented, Contract Negotiation, Customer Service, Account Management, Team Leadership, Team Management, Product Development, Cross-functional Team..., Sales Operations, Pricing, Customer Satisfaction, Vehicles, Marketing Strategy, Automotive Aftermarket, B2B, Automobile, Forecasting, Competitive Analysis, Sales Process, Purchasing, Profit, Market Planning, Manufacturing, P&L, New Business Development, P&L Management
Education
California State University-Long Beach 2002 — 2005
Bachelor's Degree, Business/Managerial Economics
Wilshire Bank 2014 - Present
Union Bank 2007 - 2013
Comerica Bank 2005 - 2007
Skills
Commercial Banking, Credit Analysis, Loans, Underwriting, Credit, Banking, Commercial Lending, Private Equity, Finance, Portfolio Management, Financial Modeling, Corporate Finance, Financial Analysis, Credit Risk, Valuation
Education
Yonsei University 2003 — 2004
N/A, Intenational Business
California State University-Long Beach 2002 — 2005
B.S., Finance
Union Bank January 2009 - Present
Pediatric Endocrinology of San Diego Medical Group July 2003 - Present
Union Bank August 2004 - January 2009
eMedic July 2003 - August 2004
Oracle Corporation 1996 - 2004
American Savings Bank July 1989 - July 2003
Education
California State University-Long Beach - College of Business Administration 1988 — 2003
BS, Finance
California State University-Long Beach - College of Business Administration 1988 — 2003
BS, Computers
Union Bank February 2011 - Present
Union Bank May 2007 - February 2011
Union Bank of California July 2003 - May 2007
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Banking, Consumer Lending, Retail Banking, Relationship Management
Education
California State University-Long Beach
Union Bank February 2008 - Present
Boeing 1999 - 2000
Skills
Banking, Strategic Financial..., Risk Management, Vendor Management, Relationship Management, Process Improvement, New Business Development, Mutual Funds, Management, Financial Services, Investments, Financial Analysis, CRM, Business Development, Analysis, Strategy, Leadership
Education
California State University-Long Beach 1997 — 1999
BA, Economics
Union Bank July 1990 - Present
Education
California State University-Los Angeles
Business, Entrepreneurship
Union Bank February 2011 - Present
Union Bank September 2007 - February 2011
ProcessClaims/CCC Information Services, Inc. May 2005 - September 2007
King's Hawaiian Bakery and Restaurant 1996 - 2007
ProcessClaims September 2003 - May 2005
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
BS, Management Information Systems
Pacific Western Bank 2004 - Present
Citicorp 1996 - 2004
Orange National Bank 1992 - 1993
Union Bank 1983 - 1989
Skills
Loans, Banking, Commercial Banking, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Retail Banking, Financial Analysis, Portfolio Management, Risk Management, Customer Service, Cash Management, Commercial Lending, Consumer Lending, Credit Risk, Underwriting, Small Business Lending, Asset Based Lending, Commercial Real Estate, Commercial Mortgages, Mergers & Acquisitions, Refinance, Lines Of Credit, SBA, Cash Flow Lending, Construction Loans, Private Banking, Financial Structuring
Education
California State University-Long Beach 1980 — 1983
Bachelor's degree in Business Adminsitration with a major in Finance, Finance and Real Estate
Cantwell / SHM
High School Dipoma in the College Prep Program, College Prepatory Program
Union Bank January 2011 - Present
Washington Mutual July 1992 - June 2008
Skills
Sales, New Business Development, Management, Loans, Mortgage Banking, Banking, Mortgage Lending
Education
California State University-Long Beach
Union Bank May 2011 - Present
Citizens Business Bank March 2005 - May 2011
Union Bank of California August 2000 - February 2005
Education
California State University-Long Beach
DMZ Technologies, Inc. January 2007 - Present
Union Bank January 1990 - January 2007
Education
California State University-Long Beach 1964 — 1969
Petlou, Inc October 2009 - Present
Union Bank November 2007 - October 2009
Bank of America 2005 - 2007
Education
California State University-Los Angeles 2003 — 2005
Seacoast Commerce Bank November 2014 - Present
Atteburyink November 2004 - October 2014
Borrego Springs Bank 2003 - 2004
US Bank 1995 - 2003
Bank of Commerce 1995 - 2003
Union Bank 1995 - 1995
First National Bank 1987 - 1995
Skills
Loans, Commercial Lending, Banking, Credit Analysis, Underwriting, Commercial Banking, SBA, Portfolio Management
Education
California State University-Long Beach 1982 — 1987
Bachelor of Arts (BA), Economics
Perris High Scool
Union Bank March 2011 - Present
HomEq Servicing June 2000 - August 2010
Barclays Capital 2007 - 2010
The Money Store 1998 - 2000
The Money Store 1997 - 2000
Advanta Mortgage 1997 - 1999
Fastrac Systems 1994 - 1996
Skills
Vendor Management, Visio, SDLC, Business Analysis, Software Documentation, Disaster Recovery, Risk Management, Process Improvement, Business Process..., Requirements Analysis, Call Centers
Education
California State University-Long Beach 1985 — 1988
First 5 LA November 2010 - May 2011
Carroll and Company January 2001 - September 2010
Union Bank December 1995 - July 2009
ICMA-RC February 1990 - December 1994
Skills
Event Planning, Promotional Products, Event Marketing, Trade Show Management, Sponsorship Management, Venue Selection, Vendor Relations, Budget Management, Customer Service, Call Center, Proposal Review, Retail, Receptionist, Event Development, Corporate Gifts, Event Management, Sponsorship, Trade Shows, Training
Education
California State University-Long Beach 1999 — 1999
Certificate in Special Event Planning
Humanize Health January 2014 - September 2014
IBM October 2012 - December 2013
Union Bank October 2007 - September 2012
Bank of America February 2005 - October 2007
Bank of America October 2003 - February 2005
Skills
Content Management, Web Content Management, Analytics, Social Media, Web Analytics, SEO, SEM, Google Analytics, Digital Marketing, CMS, Web Project Management, User Experience, E-commerce, Flash, Project Management, Dreamweaver, Web Development, Content Strategy, WordPress, Email Marketing, Online Marketing, Web Content, Online Advertising, Web Design, Web Applications, CSS, Web Services, HTML, Social Media Marketing, Enterprise Content..., XML, Copywriting, Information Architecture, JavaScript, Scrum, Adobe Creative Suite, Web Marketing, Agile Methodologies, Lead Generation, Integrated Marketing, Agile Project Management, CRM, Visio
Education
California State University-Los Angeles 2001 — 2008
Union Bank November 2013 - Present
ReadyCap Commercial, LLC April 2013 - November 2013
Plaza Bank October 2008 - April 2013
Lehman Brothers Small Business Finance January 2006 - September 2008
Education
California State University-Long Beach
Business Administration, Finance, Real Estate & Law
Union Bank June 2009 - September 2015
Unisys November 1998 - 2008
Unisys April 1996 - October 1998
Unisys April 1991 - April 1996
Skills
Visio, Microsoft SQL Server, Leadership, Training, Business Analysis, Project Management, Management, Outsourcing, Process Improvement, Databases, ERP, IT Service Management, Vendor Management, Integration, SDLC, Requirements Analysis, Information Technology, Business Intelligence, Software Project..., Business Process
Education
California State University-Los Angeles 1981 — 1986
MBA, Information Systems
San Diego State University-California State University 1973 — 1976
BS, Information Systems
RPM Mortgage Inc November 2012 - February 2014
United American Mortgage Corporation December 2011 - November 2012
Union Bank May 2011 - December 2011
Wells Fargo Bank October 2007 - May 2011
Skills
Mortgage Banking, VA loans, Loan Origination, Refinance, Mortgage Lending, Loans, FHA, Mortgage Underwriting, Underwriting, Real Estate Transactions, Sales, Residential Mortgages, Credit, Short Sales, Real Estate, USDA, Selling, Certified Mortgage..., Loan Servicing, Government Loans, FHA financing, Construction Loans, Real Estate Financing, Reverse Mortgages, VA Loans
Education
California State University-Long Beach - College of Business Administration 1976 — 1980
Business Finance
Portola Jr High
Portola jr high
Union Bank May 2011 - Present
Union Bank of California September 2006 - May 2011
Mercedes-Benz Financial July 2005 - September 2006
Mercedes-Benz Financial January 2004 - July 2005
Skills
Business Operations, Risk Management, Customer Service, Credit, Process Improvement, Credit Risk, Operational Risk..., Banking, Project Management, Compliance, Consumer Lending, Commercial Banking, Small Business Lending, Credit Scoring, Credit Analysis, Retail Banking, Analysis, Mortgage Lending, Loans, Commercial Lending
Education
California State University-Long Beach 2001 — 2003
B.A., Film & Electronic Arts
Sonoma State University 1998 — 2000
Communication Studies
Union Bank January 2012 - Present
Pacific Enterprise Bank November 2010 - January 2012
Mission Lutheran Church 2008 - 2011
Aurora Bank June 2010 - November 2010
First Team Real Estate March 2009 - October 2010
Banking & Real Estate Professional July 2008 - May 2009
Lehman Brothers Small Business Finance March 2008 - July 2008
Lehman Brothers 1998 - 2008
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, SBA, Underwriting
Education
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Financial Management
Union Bank September 2015 - Present
Union Bank May 2014 - Present
GE Capital October 2011 - May 2014
Federal Deposit Insurance Corporation March 2009 - October 2011
Lehman Brothers Bank March 2008 - September 2008
Lehman Brothers March 2007 - March 2008
Lehman Brothers Small Business Finance October 2006 - March 2007
Premier Commercial Bank September 2004 - September 2006
BBVA Bancomer USA (Valley Bank) 2003 - 2004
Washington Mutual Bank 2000 - 2002
Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, SBA, Mortgage Lending, Commercial Mortgages, Small Business Lending, Credit, Banking, Real Estate Financing, Real Estate, Lines Of Credit, Credit Risk, Commercial Banking, Mortgage Banking, Portfolio Management, Refinance, Loan Servicing, Finance
Education
California State University-Los Angeles 1979 — 1982
B.S., Business Administration
Union Bank September 2012 - November 2013
Bank of America January 2011 - July 2012
Hewlett Packard 2010 - 2010
Toyota April 2005 - January 2009
iMet Technologies April 2001 - January 2004
Skills
Disaster Recovery, Sarbanes-Oxley Act, Change Control, RoboHelp, Technical Writing, FrameMaker, Technical Documentation, Visio, Software Documentation, SnagIt, Adobe Acrobat, Manuals, SharePoint, Online Help
Education
California State University-Long Beach 1981 — 1983
Journalism, Journalism, Technical Writing
Brookfield Residential Properties June 2014 - September 2015
Union Bank November 2013 - January 2014
Word and Brown October 2012 - February 2013
Carrington Mortgage Services February 2012 - September 2012
JPMorgan Chase May 2010 - December 2011
DIRECTV August 2008 - December 2008
St. Joseph Health Sytems March 2006 - January 2008
UnitedHealth Group 2006 - 2008
Education
California State University-Long Beach - College of Business Administration 1977 — 1980
MBA, Business
Stanford University 1972 — 1976
BA, Economics
Union Bank September 2000 - Present
Home Savings of America March 1994 - September 1999
Skills
Commercial Lending, Management, Loans, Investments, Small Business Lending, Financial Analysis, Commercial Banking, Banking
Education
California State University-Long Beach 1995 — 2000
Business Administration-Marketing
US Bank September 2006 - Present
Pathways to Independence - Los Alamitos, California May 2011 - Present
Southwest Securities September 2004 - September 2006
Fiserv 1999 - 2004
Union Bank 1994 - 1996
Wedbush Securities 1985 - 1990
Skills
Loans, Treasury Management, Credit Analysis, Commercial Lending, Credit, Commercial Banking, Banking, Portfolio Management, Cross Selling, Private Banking, Financial Analysis, Leadership, Mortgage Lending, Asset Based Lending, Financial Risk, Small Business Lending, Mortgage Banking, Loan Origination, Cash Management, Retail Banking, Risk Management, Lines Of Credit, Deposits, Consumer Lending, Credit Risk, Capital Markets, Financial Services, Commercial Mortgages, Relationship Management, Underwriting, Investments, Finance, Refinance, Branch Banking, Securities, Wealth Management, Funding, Asset Management
Education
Pacific Coast Banking School Graduate Program 2008 — 2010
Banking
California State University-Long Beach
Bachelor of Science-Sociology
University of Colorado Boulder
Semester At Sea
FIDM July 2007 - August 2012
Union Bank January 2004 - July 2007
Standard Bank June 2003 - April 2004
Alliance Health Group May 1996 - June 2003
Skills
Management, Budgets, Marketing, Accounting, Strategy, Payroll, Analysis, Banking, SEO, Forecasting, Risk Management, Auditing, Interviews, HTML, Microsoft Office
Education
Orange County Search Engine Academy 2008 — 2008
SEO Certification
Rosemead Beauty College 2007 — 2007
Manicurist
California State University-Los Angeles 2000 — 2003
BS, Information Technology & CIS
COMP TIA Training School 2002 — 2002
A+, Hardware & Software
Pasadena City College 1997 — 1999
A.A. & A.S., General Business & Accounting
MUFG Americas April 2014 - Present
Union Bank June 2009 - April 2014
Union Bank of California April 2003 - June 2009
Bank of America August 1976 - February 2002
Skills
Change Management, Banking, Team Building, Employee Relations, Employee Engagement, Commercial Mortgages, Onboarding, Credit Analysis, Credit Risk, Loan Origination, Talent Management, Mortgage Lending, Process Improvement, Portfolio Management, Relationship Management, Small Business Lending, Financial Modeling, Human Resources, Risk Management, Finance, Retail Banking, Financial Risk, Investments, Corporate Finance, Commercial Banking, Financial Services, Loans, Vendor Management, Performance Management, College Recruiting, Succession Planning, Financial Analysis, Credit, Treasury Management, Mergers, Management, Commercial Lending, Business Analysis, Strategic Planning, Recruiting, Team Leadership, Applicant Tracking..., Talent Acquisition, Leadership Development, Workforce Planning, Mergers & Acquisitions, Deferred Compensation, Coaching, Taleo, Personnel Management
Education
California State University-Los Angeles
California State University-Los Angeles
Union Bank 2001 - Present
Union Bank of California May 2000 - Present
Wells Fargo Bank May 2003 - December 2008
Bank of America February 1987 - July 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Planning, Financial Risk
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of California, Berkeley
BA, Bacteriology
Garfield Medical Center 2008 - Present
Union Bank 2005 - 2008
Paramount Pictures 2004 - 2005
Skills
Healthcare Information..., Healthcare Management, Healthcare, Hospitals, Managed Care, Data Analysis, EHR, Healthcare Consulting, Process Improvement, Strategic Planning, EMR, Medicare, Public Health, HIPAA, Physician Relations, Medicaid, Leadership, Management, Revenue Cycle, Vendor Management, Business Development, Sales, Community Outreach, Employee Training, Marketing, Web Development, Nonprofits, Project Management, Operational Planning, Program Development, Team Building, Fundraising, Event Management, Financial Analysis, MS Project, Relationship Management, Program Management
Education
California State University-Long Beach 2008 — 2010
Master of Science in Health Care Administration, Health/Health Care Administration/Management
Pitzer College 1999 — 2003
Bachelor of Arts, Economics
California Republic Bank February 2012 - Present
Roth Capital Partners 2004 - 2006
RSM EquiCo 2002 - 2004
Execusite, INc. 2001 - 2002
MyNetMedia, Inc. 1999 - 2001
Tracker Technologies, Inc. 1991 - 1995
Schneider Financial Services, INc. 1986 - 1991
Ashwill Schneider Commercial Real Estate 1983 - 1986
Union Bank 1979 - 1983
Skills
Due Diligence, Mergers, Private Equity, Venture Capital, Investments, Corporate Development, Valuation, Corporate Finance, Private Placements, Investment Banking, Executive Management, Mergers & Acquisitions, Business Development, Loans, Real Estate, Acquisitions, Asset Management, Credit, Securities, Portfolio Management, Financial Structuring, Banking, Management, Finance, Financial Modeling, Business Strategy, Financial Analysis
Education
California State University-Los Angeles 1963 — 1966
Bachelor of Arts (B.A.), Accounting & Finance
MUFG Union Bank January 2013 - Present
Deutsche Bank September 2007 - January 2013
BNY-Mellon September 2006 - August 2007
JPMorganChase September 2005 - August 2006
Union Bank April 1997 - August 2005
Bank of America 1992 - 1997
Skills
DTC, Local Government, Mutual Funds, Municipal Law, State Government, Trusts, Trustee, Bonds, Debt Management, Microsoft Office, Lotus Notes, Team Leadership, Client Relationship..., Client Services, Customer Presentations, Training & Development, SEC reporting, Public Finance, Government Contracts, Transportation, Sales Tax, Cash Flow Management, Cash Management, Private Placements, Program Management, Financial Services, Project Finance, Structured Finance, Financial Structuring
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
Gould Asset Management August 2014 - Present
Union Bank February 2010 - July 2014
State Street September 2009 - February 2010
CSULB Student Managed Investment Fund (SMIF) August 2008 - August 2009
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
BS, Finance
Toshiba September 2014 - Present
Bank of America January 2014 - September 2014
Union Bank September 2013 - December 2013
JPMorgan Chase June 2011 - September 2013
Intercap Lending January 2010 - June 2011
Skills
Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Mortgage Banking, Sales Management, Loans
Education
California State University-Long Beach 1998 — 2000
Golden West College 1994 — 1996
AA, General Education
YiD3 June 2011 - March 2012
JiaXing Style Trading Co. Ltd. (Demoiselle) November 2010 - May 2011
Andari Fashion Inc. June 2010 - October 2010
NexGrill April 2010 - October 2010
Union Bank April 2007 - February 2010
Disneyland Resort October 2004 - October 2006
Skills
Customer Service, Customer Experience, Illustrator, Corel Draw, Microsoft Office
Education
California State University-Long Beach 2005 — 2010
Bachelor of Arts, Fashion Merchandising, Textile and Clothing Designs
Union Bank February 2014 - Present
Union Bank September 2011 - Present
Union Bank January 2004 - Present
Union Bank 2001 - 2009
Union Bank 1992 - 2009
Bank of America October 1974 - July 2001
Skills
Banking, Credit Analysis
Education
University of Virginia 1989 — 1991
MBA, Retail Banking School
California State University-Long Beach 1979 — 1981
Bachelor's degree, Finance, General
Cerritos College 1976 — 1978
Associate of Arts (A.A.), Business Administration and Management, General
MUFG Union Bank, N.A. June 2012 - Present
Union Bank October 2005 - June 2012
Skills
SharePoint, Microsoft Office..., Powershell, Active Directory, Microsoft Exchange, Citrix, Windows Server, Group Policy, Cloud Computing
Education
California State University-Long Beach 2000 — 2002
BS, Business Adminstration (MIS)
Union Bank July 2011 - Present
Bank of America April 2000 - August 2011
Wells Fargo June 1991 - April 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1994
BS, Finance
Capital Realty Services, Inc. April 2014 - Present
Quality First Mortgage December 2012 - Present
Access National Bank October 2011 - March 2012
Presidential Bank August 2007 - October 2011
HSBC July 2006 - July 2007
BB&T July 2004 - June 2006
Provident Bank (Cincinnati Oh) November 1996 - September 2003
Union Bank July 1975 - August 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Commercial Mortgages, Investments
Education
California State University-Long Beach - College of Business Administration 1972 — 1975
BS - Finance, Corporate Finance
Elavon, Inc. August 2014 - Present
Union Bank August 2008 - August 2014
Bank of America July 2003 - July 2008
Skills
Loans, Banking, Risk Management, Commercial Banking, Sales, Social Media, Credit, Customer Service, Management, Mortgage Lending, Relationship Management, Leadership, Retail Banking, Microsoft Office, Financial Services, Marketing, Finance, Event Planning, Portfolio Management
Education
California State University-Long Beach - College of Business Administration 2002 — 2008
Business Administration, Marketing
Staffmark March 2015 - Present
Open to new opportunites January 2015 - Present
Union Bank 2013 - June 2014
Union Bank 2005 - 2013
Union Bank 2001 - 2005
Union Bank 2000 - 2001
Union Bank 1998 - 2000
Skills
Employee Benefits, Benefits Administration, Human Resources, Open Enrollment, ERISA, Management, Program Management, Insurance, Employee Relations, Project Management, Strategic Planning, Mergers & Acquisitions, Payroll, Legislation, COBRA, Risk Management, Vendor Management, Disability Insurance, Health Insurance, Financial Services, Vendor Relations, Benefits Operations, Benefits Plan Management, Legislative Compliance, Employee Benefit Plan..., 5500 Filings, Leadership, Customer Service, Team Building, Policy, Research, Corporate Wellness, Workday, Personnel Management, Retirement Planning, Time Management, Data Analysis, Project Planning, Health Care Reform, Cafeteria Plans, HIPAA, New Hire Orientations, Team Leadership, Team Management
Education
California State University-Hayward - School of Business and Economics 1987 — 1989
BS, Finance
Fresno State 1987 — 1988
Businesss Administration - Finance
R. Hicks Realty 1988 - Present
Queen Street Plaza Properties March 1992 - October 1994
Harlan Lee & Associates now The Lee Group October 1988 - March 1992
Union Bank October 1985 - October 1988
Skills
Apartments, Buyers, Condos, FHA, Finance, First Time Home Buyers, Foreclosures, New Home Sales, New Homes, Property
Education
LAAAWPPI 2012 2012 — 2012
Certificate, Public Policy
California State University-Long Beach 1977 — 1982
BS Business Administration, Finance
DIRECTV May 2014 - Present
Union Bank September 2012 - May 2014
Planned Parenthood of Orange and San Bernardino Counties October 2011 - February 2012
CareMore Health Plan March 2011 - October 2011
Stars Behavioral Health Group April 2007 - March 2011
Belmay June 2006 - March 2007
Kaiser Permanente IT 2001 - 2005
Skills
Project Management, Help Desk Support, IT Operations, SharePoint, Windows 7, Program Management, Active Directory, IT Service Management, Disaster Recovery, Software Documentation, Microsoft Exchange, Troubleshooting, Technical Support, Visio, IT Management, Networking, BMC Remedy, Information Technology, VPN, Microsoft Certified..., Windows Server
Education
California State University-Long Beach 1997 — 2002
BS Computer Science, computer science/ music
United Education Institute Los angeles Campus 1996 — 1996
Networking Technology
Los Angeles Unified School District December 2014 - Present
Union Bank March 2011 - November 2014
Union Bank February 2007 - March 2011
Union Bank August 2005 - February 2007
Union Bank October 2001 - August 2005
Skills
Business Requirements, Quality Center, Testing, Technical Writing, Requirements Gathering, Business Process..., User Acceptance Testing, Requirements Analysis, Banking, Staff Training, Training Documentation, HTML, Business Objects, SDLC, Visio, Software Documentation, Systems Analysis, Business Analysis, Software Project..., Business Process Design, Business Intelligence, Agile Methodologies, Data Analysis, MS Project, Software Implementation, Business Process..., Project Delivery, Amdocs Clarify, HP Quality Center
Education
Capella University 2012 — 2014
Master of Business Administration (MBA), IT Management
California State University-Long Beach 2009 — 2011
Bachelor of Arts, Psychology
Santa Ana College 2002 — 2009
Associate of Arts, Psychology and Liberal Arts
Union Bank August 2015 - Present
Union Bank 2007 - August 2015
Union Bank 2002 - 2007
Bank of America Specialty Group 1999 - 2002
Union Bank 1998 - 1999
Union Bank 1997 - 1998
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Loans, Credit Management
Education
California State University-Long Beach 1999 — 2001
Masters of Business Administration, Finance Concentration
Union Bank Management Training Program 1997 — 1998
California State University-Long Beach 1989 — 1994
Bachelor's degree, Business Administration
Union Bank April 1979 - Present
Major Market Radio September 1976 - February 1979
Bank of America March 1975 - August 1976
Skills
Administrative..., Deposits, Travel Arrangements, Credit, Banking, Outlook, Spreadsheets, Notary Public, 10 Key, Office Management, Lotus Notes, Expense Management, Fax, Data Entry, File Management, Numeric, Office Administration, Loans, Microsoft Excel, Customer Service
Education
Glendale Community College 1976 — 1978
Associate of Science (A.S.), Business Administration, Management and Operations
California State University-Long Beach 1974 — 1976
American Business Bank June 2014 - Present
Union Bank June 2007 - June 2014
Bank of America February 2000 - June 2007
Banco Popular February 1998 - March 2000
Skills
Customer Service, Microsoft Office, Loan Origination, Credit Analysis, Personal Finance, Investments, Commercial Lending, Commercial Real Estate, Financial Statement...
Education
California State University-Long Beach 1988 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
El Camino College 1985 — 1988
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Union Bank January 2011 - Present
Cathay Bank November 2006 - December 2010
Bank of the West April 1989 - November 2006
Education
East Los Angeles College 1995 — 2001
CERTIFICATE, Accounting and Finance
California State University-Los Angeles 1974 — 1977
Business Administration and Management, General
Bank of America NMLS #724029 May 2014 - Present
Bank of Manhattan June 2012 - April 2014
Union Bank December 2010 - May 2012
Wells Fargo Bank 2007 - 2010
Countrywide Home Loans February 2001 - July 2005
Washington Mutual 1997 - 2001
Skills
Loans, Real Estate Financing, Mortgage Lending, FHA, Investment Properties, First Time Home Buyers, Refinance, Real Estate, Escrow, New Business Development, Residential Mortgages, Certified Mortgage..., Foreclosures, Loan Origination, Mortgage Banking, Reverse Mortgages, Underwriting, Sales Management, Banking
Education
California State University-Long Beach 1989 — 1994
BA, Speech Communications
Union Bank March 2011 - Present
Union Bank January 2010 - May 2011
Education
California State University-Long Beach 2007 — 2011
Finance
Union Bank July 2011 - October 2011
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP January 2010 - June 2011
49er Shops Inc. June 2006 - December 2009
Education
California State University-Long Beach 2006 — 2011
Bachelor of Arts (B.A.), Psychology
Union Bank April 2009 - Present
Skills
CTP, Banking, Cash Management, Commercial Banking, Treasury Management
Education
California State University-Long Beach
Bachelor's degree, International Studies/ International Economics, 3.92
Parker Aerospace October 2014 - Present
Union Bank March 2008 - October 2014
C&D Zodiac July 2014 - August 2014
California State University, Long Beach August 2013 - May 2014
AquFlow August 2013 - December 2013
Best Buy July 2006 - April 2008
Tilly's July 2005 - August 2006
Skills
Process Improvement, Retail Banking, Financial Services, Matlab, Microsoft Excel, Microsoft Word, Root Cause Analysis, Problem Solving, Quality Assurance, Customer Service, Product Design, Financial Modeling, Management, Troubleshooting
Education
California State University-Long Beach 2010 — 2014
Bachelor's degree, Mechanical Engineering
Union Bank June 2011 - Present
Union Bank May 2010 - June 2011
psychological services inc May 2008 - May 2010
Education
California State University-Long Beach 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Long Beach City College 2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Union Bank September 1997 - Present
Education
California State University-Long Beach 2001 — 2003
Health/Health Care Administration/Management
Saddleback College
Associate of Arts and Sciences (AAS), Nursing Education
California Bank & Trust May 2014 - Present
First Federal Bank of California February 2006 - May 2007
Security Pacific Bank May 2005 - February 2006
Sunwest Bank November 2003 - May 2005
Union Bank July 2001 - November 2003
Skills
Credit Risk, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Loan Origination, Small Business Lending, Banking, Consumer Lending, Retail Banking, Risk Management, Accounts Receivable, Accounts Payable, Bookkeeping, Credit Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Internet
Education
California State University-Long Beach 1999 — 2001
Bachelor of Science (BS), Finance(Cum Laude)
California State University-Long Beach 1999 — 2001
Bachelor's of Science- Business Finance, Finance
Union Bank February 2011 - April 2012
Citi October 2007 - November 2010
24 Hour Restoration August 2006 - October 2007
E*TRADE Financial July 2005 - August 2006
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Management
Wells Fargo May 2013 - Present
Union Bank January 2010 - July 2010
Bank of the West 2004 - 2009
Wells Fargo May 2000 - May 2004
Wells Fargo December 1999 - May 2000
Wells Fargo May 1997 - December 1999
Skills
SEC Financial Reporting, Annual Reports, Regulatory Reporting...
Education
California State University-Hayward - School of Business and Economics 1989 — 1991
Bachelor of Science (BS), Accounting
Ohlone College 1987 — 1989
NA, Business Administration and Management, General
Wow Brands, Inc. 2011 - 2013
ATI 2010 - 2011
Union Bank 2007 - 2010
Union Bank 2006 - 2007
Los Angeles Unified School District 2001 - 2006
Education
California State University-Long Beach 2000 — 2005
Bachelor of Science (BS), International Business with a minor in Finance