Univest Bank and Trust Co.
Description
Founded: 1876 Subsidiaries: Univest Capital, Inc., Univest Investments, Inc., Parent organization: Univest Corporation of Pennsylvania
Univest Bank and Trust Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Univest Bank and Trust Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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29 Univest Bank and Trust Co. employees in database. Find out everything there's to know about Univest Bank and Trust Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Univest Bank and Trust Co. Employees
Employee
Years
Job
Industry
Bob Luczak Bob Luczak's Univest Bank and Trust Co. Experience April 2010 - Present
Job Home Loan Consultant at Univest Bank and Trust Co.
Industry Financial Services
Experience
Univest Bank and Trust Co. April 2010 - Present
MetLife Home Loans August 2008 - April 2010
First Horizon Home Loans February 2006 - August 2008
Countrywide Home Loans March 2002 - February 2006
GMAC Mortgage Corporation 1987 - 2000
Skills
FHA, Mortgage Lending, Loans, Refinance, VA loans, Mortgage Banking, USDA, Property, Residential Mortgages, Finance, Loan Origination, FHA financing, Government Loans, VA Loans, Mortgage Underwriting, Investment Properties, Real Estate, First Time Home Buyers, FHA Financing
Education
Temple University - Fox School of Business and Management 1980 — 1984
BBA, Management and Marketing
William Tennent Senior High School 1976 — 1980
Diploma, College Prep
Univest Bank and Trust Co. April 2010 - Present
MetLife Home Loans August 2008 - April 2010
First Horizon Home Loans February 2006 - August 2008
Countrywide Home Loans March 2002 - February 2006
GMAC Mortgage Corporation 1987 - 2000
Skills
FHA, Mortgage Lending, Loans, Refinance, VA loans, Mortgage Banking, USDA, Property, Residential Mortgages, Finance, Loan Origination, FHA financing, Government Loans, VA Loans, Mortgage Underwriting, Investment Properties, Real Estate, First Time Home Buyers, FHA Financing
Education
Temple University - Fox School of Business and Management 1980 — 1984
BBA, Management and Marketing
William Tennent Senior High School 1976 — 1980
Diploma, College Prep
Nancy Lion Nancy Lion's Univest Bank and Trust Co. Experience November 2013 - May 2015
Job Senior Mortgage Consultant Independence Home Mortgage Corporation
Industry Financial Services
Experience
Independence Home Mortgage Corporation June 2015 - Present
Univest Bank and Trust Co November 2013 - May 2015
Wells Fargo Home Mortgage February 2013 - November 2013
Wells Fargo Home Mortgage April 2012 - February 2013
Toll Brothers March 2011 - March 2012
Orleans Homebuilders May 1999 - February 2011
Skills
Government Loans, Non-Conforming, FHA financing, VA loans, Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, USDA, Residential Mortgages, Home Equity Lines of..., Banking, Customer Satisfaction, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Commercial Mortgages, Investment Properties, Credit, Commercial Lending, New Home Sales, Referrals, Reverse Mortgages, Condos, Residential Homes, First Time Home Buyers, Construction Loans, Single Family Homes, Credit Analysis, REO, Finance, Underwriting, Financial Structuring, Investors, Short Sales, Sellers, Selling, Mortgage Servicing, Loan Servicing, Foreclosures
Education
Peirce College 1977 — 1979
Associate's degree
Frankford High School 1973 — 1977
Diploma
Independence Home Mortgage Corporation June 2015 - Present
Univest Bank and Trust Co November 2013 - May 2015
Wells Fargo Home Mortgage February 2013 - November 2013
Wells Fargo Home Mortgage April 2012 - February 2013
Toll Brothers March 2011 - March 2012
Orleans Homebuilders May 1999 - February 2011
Skills
Government Loans, Non-Conforming, FHA financing, VA loans, Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, USDA, Residential Mortgages, Home Equity Lines of..., Banking, Customer Satisfaction, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Commercial Mortgages, Investment Properties, Credit, Commercial Lending, New Home Sales, Referrals, Reverse Mortgages, Condos, Residential Homes, First Time Home Buyers, Construction Loans, Single Family Homes, Credit Analysis, REO, Finance, Underwriting, Financial Structuring, Investors, Short Sales, Sellers, Selling, Mortgage Servicing, Loan Servicing, Foreclosures
Education
Peirce College 1977 — 1979
Associate's degree
Frankford High School 1973 — 1977
Diploma
Derek Overby's Univest Bank and Trust Co. Experience April 2015 - Present
Job Financial Service Center Manager at Univest Bank and Trust Co.
Industry Banking
Experience
Univest Bank and Trust Co. April 2015 - Present
Univest Bank and Trust Co. June 2012 - Present
Univest Bank and Trust Co. March 2014 - April 2015
Univest Bank and Trust Co. April 2013 - March 2014
Univest Bank and Trust Co. October 2010 - April 2013
Philadelphia Flyers October 2009 - January 2010
Philadelphia Biblical University January 2007 - November 2009
Lehigh Valley IronPigs April 2009 - September 2009
Camden Riversharks May 2008 - October 2008
Skills
Inventory Management, Sales Process, Event Planning, Ticket Sales, Event Management, Customer Service, Social Media, Sports Management, Marketing, Social Networking, Finance, Loans, Banking, Sales, Retail Banking, IRAs, Certificates of Deposit, Teller Operations, Mascot, Organizational..., Small Business Lending, Consumer Lending, Loan Origination, New Business Development, Time Management, Cash Management, Coaching, Team Building, Financial Services, Residential Mortgages, Mortgage Banking, Retirement, Investments, Insurance, Cold Calling, Commercial Lending, Small Business, Leadership, Management
Education
Cairn University 2006 — 2010
B.S, Business Administration, Bible
Univest Bank and Trust Co. April 2015 - Present
Univest Bank and Trust Co. June 2012 - Present
Univest Bank and Trust Co. March 2014 - April 2015
Univest Bank and Trust Co. April 2013 - March 2014
Univest Bank and Trust Co. October 2010 - April 2013
Philadelphia Flyers October 2009 - January 2010
Philadelphia Biblical University January 2007 - November 2009
Lehigh Valley IronPigs April 2009 - September 2009
Camden Riversharks May 2008 - October 2008
Skills
Inventory Management, Sales Process, Event Planning, Ticket Sales, Event Management, Customer Service, Social Media, Sports Management, Marketing, Social Networking, Finance, Loans, Banking, Sales, Retail Banking, IRAs, Certificates of Deposit, Teller Operations, Mascot, Organizational..., Small Business Lending, Consumer Lending, Loan Origination, New Business Development, Time Management, Cash Management, Coaching, Team Building, Financial Services, Residential Mortgages, Mortgage Banking, Retirement, Investments, Insurance, Cold Calling, Commercial Lending, Small Business, Leadership, Management
Education
Cairn University 2006 — 2010
B.S, Business Administration, Bible
Michael Davisson's Univest Bank and Trust Co. Experience October 2011 - Present
Job Vice President, Senior Financial Advisor, Univest Municipal Pension Services
Industry Financial Services
Experience
Univest Bank and Trust Co. October 2011 - Present
Pershing LLC November 2010 - October 2011
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase 2006 - 2007
PFPC 2002 - 2006
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1996 - 1998
SEI Investments 1994 - 1996
Skills
Asset Management, Banking, Asset Managment, Investments, Portfolio Management, Series 63, Global Custody, ETFs, Mutual Funds, Financial Services, Wealth Management, CRM, Investment Advisory, Project Management, Alternative Investments, Pensions, Securities, Municipalities, Asset Allocation, Relationship Management, Series 7, Investment Management
Education
Kent State University 1977 — 1980
Bachelor of Business Administration, Business Mgmt./Finance
Saint Joseph's University
Master of Business Administration
Univest Bank and Trust Co. October 2011 - Present
Pershing LLC November 2010 - October 2011
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase 2006 - 2007
PFPC 2002 - 2006
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1996 - 1998
SEI Investments 1994 - 1996
Skills
Asset Management, Banking, Asset Managment, Investments, Portfolio Management, Series 63, Global Custody, ETFs, Mutual Funds, Financial Services, Wealth Management, CRM, Investment Advisory, Project Management, Alternative Investments, Pensions, Securities, Municipalities, Asset Allocation, Relationship Management, Series 7, Investment Management
Education
Kent State University 1977 — 1980
Bachelor of Business Administration, Business Mgmt./Finance
Saint Joseph's University
Master of Business Administration
Julie Sommese's Univest Bank and Trust Co. Experience September 2012 - Present
Job Senior Vice President at Univest
Industry Financial Services
Experience
Univest Bank and Trust Co. September 2012 - Present
First Niagara Bank February 2011 - September 2012
First Savings Bank Perkasie 2008 - 2011
Skills
Commercial Mortgages, Commercial Lending, Small Business Lending, Project Finance, Banking, Loans, Retail Banking, Commercial Banking, Cash Management, Underwriting, Credit, Credit Analysis, Portfolio Management, Credit Risk, Mortgage Lending
Education
Purdue University
Univest Bank and Trust Co. September 2012 - Present
First Niagara Bank February 2011 - September 2012
First Savings Bank Perkasie 2008 - 2011
Skills
Commercial Mortgages, Commercial Lending, Small Business Lending, Project Finance, Banking, Loans, Retail Banking, Commercial Banking, Cash Management, Underwriting, Credit, Credit Analysis, Portfolio Management, Credit Risk, Mortgage Lending
Education
Purdue University
John Duerksen John Duerksen's Univest Bank and Trust Co. Experience June 1991 - Present
Job Executive Vice President at Univest Bank and Trust Co
Industry Banking
Experience
Univest Bank and Trust Co June 1991 - Present
Skills
Financial Analysis, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Loans, Loan Origination, Underwriting, Mortgage Lending, Investments, Consumer Lending, Credit, Nonprofits, Budgets, Middle Market, Wealth Management, Commercial Mortgages, Customer Service, Portfolio Management, Sales Management
Education
Goshen College 1987 — 1991
BA, Business/Econ
Univest Bank and Trust Co June 1991 - Present
Skills
Financial Analysis, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Loans, Loan Origination, Underwriting, Mortgage Lending, Investments, Consumer Lending, Credit, Nonprofits, Budgets, Middle Market, Wealth Management, Commercial Mortgages, Customer Service, Portfolio Management, Sales Management
Education
Goshen College 1987 — 1991
BA, Business/Econ
Elizabeth Moyer Elizabeth Moyer's Univest Bank and Trust Co. Experience November 2013 - August 2014
Job Mutual Fund Analyst II at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
Vanguard September 2014 - November 2014
Univest Bank and Trust Co. November 2013 - August 2014
Univest Bank and Trust Co. June 2012 - November 2013
Univest Bank and Trust Co. June 2011 - June 2012
Univest Bank and Trust Co. September 2010 - June 2011
Univest Bank and Trust Co. November 2009 - September 2010
Univest Bank and Trust Co. November 2008 - November 2009
Sovereign Bank July 2007 - October 2008
Sovereign Bank July 2006 - July 2007
Skills
Analysis, Active Listening, Banking, Microsoft Office, Customer Service, Consumer Banking, CRM, Commercial Banking, Client Presentation, Data Analysis, Presentation Development, Training, Retail Banking, Credit, Loans, Leadership, Consumer Lending, Finance, Business Development, Management, Loan Origination, Portfolio Management, Insurance, Financial Analysis, Customer Retention, Wealth Management, Sales Management, Commercial Lending, Small Business Lending, Branch Management
Education
Albright College 2002 — 2006
Bachelors of Arts, Political Science
Bucks County Community College 2010 — 2010
Continuning Education
SEI December 2014 - Present
Vanguard September 2014 - November 2014
Univest Bank and Trust Co. November 2013 - August 2014
Univest Bank and Trust Co. June 2012 - November 2013
Univest Bank and Trust Co. June 2011 - June 2012
Univest Bank and Trust Co. September 2010 - June 2011
Univest Bank and Trust Co. November 2009 - September 2010
Univest Bank and Trust Co. November 2008 - November 2009
Sovereign Bank July 2007 - October 2008
Sovereign Bank July 2006 - July 2007
Skills
Analysis, Active Listening, Banking, Microsoft Office, Customer Service, Consumer Banking, CRM, Commercial Banking, Client Presentation, Data Analysis, Presentation Development, Training, Retail Banking, Credit, Loans, Leadership, Consumer Lending, Finance, Business Development, Management, Loan Origination, Portfolio Management, Insurance, Financial Analysis, Customer Retention, Wealth Management, Sales Management, Commercial Lending, Small Business Lending, Branch Management
Education
Albright College 2002 — 2006
Bachelors of Arts, Political Science
Bucks County Community College 2010 — 2010
Continuning Education
Amber Simione's Univest Bank and Trust Co. Experience January 2015 - Present
Job Home Loan Consultant at Univest Bank and Trust Co.
Industry Financial Services
Experience
Univest Bank and Trust Co. January 2015 - Present
Univest Bank and Trust Co. February 2012 - Present
Presidential Bank September 2009 - February 2012
RE/MAX 440 Realty, Inc. May 2005 - September 2009
Skills
Microsoft Office, Mortgage Lending, Real Estate, Refinance, FHA, Sales, First Time Home Buyers, Investment Properties, Marketing, Customer Service, Mortgage Banking, Social Media, Loan Origination, Credit, Loans, Social Media Marketing
Education
Souderton Area High School
Temple University - Fox School of Business and Management
Marketing
Univest Bank and Trust Co. January 2015 - Present
Univest Bank and Trust Co. February 2012 - Present
Presidential Bank September 2009 - February 2012
RE/MAX 440 Realty, Inc. May 2005 - September 2009
Skills
Microsoft Office, Mortgage Lending, Real Estate, Refinance, FHA, Sales, First Time Home Buyers, Investment Properties, Marketing, Customer Service, Mortgage Banking, Social Media, Loan Origination, Credit, Loans, Social Media Marketing
Education
Souderton Area High School
Temple University - Fox School of Business and Management
Marketing
John J. Camero, III John J. Camero, III's Univest Bank and Trust Co. Experience May 2009 - September 2012
Job Vice President of Commercial Lending, Team Leader at TruMark Financial Credit Union
Industry Banking
Experience
TruMark Financial Credit Union April 2014 - Present
Applied Bank March 2013 - April 2014
Fox Chase Bank October 2012 - January 2013
Univest Bank and Trust Co. May 2009 - September 2012
Penn Liberty Bank October 2006 - February 2009
TD December 2003 - October 2006
Wells Fargo 2001 - 2003
Conectiv Communications 1998 - 2001
Verizon Business 1985 - 1998
Skills
Strategic Leadership, Sales Management, Marketing Communications, Government Relations, Community Relations, Commercial Banking, Telecommunications..., Risk Management, Credit, Banking, Community Development, Business Development, Strategic Leadership,..., Strategic Planning, Cash Management, Commercial Lending, Commercial Mortgages, Entrepreneurship, Leadership, Loans, Management, Marketing, Nonprofits, Relationship Management, Small Business Lending, Start-ups
Education
Neumann University 2002 — 2004
Master of Science (M.S.), Organizational & Strategic Leadership, 4.0
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
TruMark Financial Credit Union April 2014 - Present
Applied Bank March 2013 - April 2014
Fox Chase Bank October 2012 - January 2013
Univest Bank and Trust Co. May 2009 - September 2012
Penn Liberty Bank October 2006 - February 2009
TD December 2003 - October 2006
Wells Fargo 2001 - 2003
Conectiv Communications 1998 - 2001
Verizon Business 1985 - 1998
Skills
Strategic Leadership, Sales Management, Marketing Communications, Government Relations, Community Relations, Commercial Banking, Telecommunications..., Risk Management, Credit, Banking, Community Development, Business Development, Strategic Leadership,..., Strategic Planning, Cash Management, Commercial Lending, Commercial Mortgages, Entrepreneurship, Leadership, Loans, Management, Marketing, Nonprofits, Relationship Management, Small Business Lending, Start-ups
Education
Neumann University 2002 — 2004
Master of Science (M.S.), Organizational & Strategic Leadership, 4.0
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Stefania Perrong Stefania Perrong's Univest Bank and Trust Co. Experience January 2014 - Present
Job Home Loan Consultant at Univest Bank and Trust co.
Industry Banking
Experience
Univest Bank and Trust co. January 2014 - Present
Wells Fargo Home Mortgage January 2004 - January 2014
Skills
Loan Officer for over..., Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, FHA, Refinance, Loans, VA loans, Banking, Credit, FHA financing, FHA Financing
Education
Drexel University 1989 — 1993
Bachelor of Science (B.S.), Mathematics
Univest Bank and Trust co. January 2014 - Present
Wells Fargo Home Mortgage January 2004 - January 2014
Skills
Loan Officer for over..., Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, FHA, Refinance, Loans, VA loans, Banking, Credit, FHA financing, FHA Financing
Education
Drexel University 1989 — 1993
Bachelor of Science (B.S.), Mathematics
Kristine DeSousa Koehler Kristine DeSousa Koehler's Univest Bank and Trust Co. Experience January 2002 - July 2014
Job Vice President, SBA Underwriter for Government Guaranteed and SBA Lending at Susquehanna Bank 6109704158
Industry Financial Services
Experience
Susquehanna Bank August 2014 - Present
Univest Bank and Trust Co. January 2002 - July 2014
Univest March 1997 - December 2001
Community Banks June 1988 - March 1997
Skills
Commercial Lending, Loans, Portfolio Management, SBA, Small Business Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Lines Of Credit, Cash Management, Investments, SBA 504, Loan Origination, Mortgage Lending, Consumer Lending, Selling, Sales
Education
Moravian College 1995 — 1997
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Pennsylvania Bankers Association 2010 — 2012
School of Commercial Lending and Advanced Commercial Lending
Bucks County Community College 1990 — 1994
Associate's Degree, Business Administration, 3.85 GPA
Susquehanna Bank August 2014 - Present
Univest Bank and Trust Co. January 2002 - July 2014
Univest March 1997 - December 2001
Community Banks June 1988 - March 1997
Skills
Commercial Lending, Loans, Portfolio Management, SBA, Small Business Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Lines Of Credit, Cash Management, Investments, SBA 504, Loan Origination, Mortgage Lending, Consumer Lending, Selling, Sales
Education
Moravian College 1995 — 1997
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Pennsylvania Bankers Association 2010 — 2012
School of Commercial Lending and Advanced Commercial Lending
Bucks County Community College 1990 — 1994
Associate's Degree, Business Administration, 3.85 GPA
Dave Kepler's Univest Bank and Trust Co. Experience October 2008 - Present
Job Executive Vice President, Corporate Banking Group Manager Lehigh Valley at Univest
Industry Financial Services
Experience
Univest Bank and Trust Co. October 2008 - Present
Wachovia Bank September 1972 - December 2007
Skills
Credit, Loans, Wealth Management, Commercial Banking, Commercial Lending, Financial Services, Financial Risk, Mortgage Lending, Banking, Business Development, Portfolio Management, Retail Banking, Asset Based Lending, Small Business, Cash Management, Small Business Lending, Investments, Commercial Mortgages, Executive Management, Asset Managment, Consumer Lending, New Business Development, Risk Management, Strategic Financial..., Underwriting, Finance, Mutual Funds, Loan Origination, Credit Risk, Cross Selling, Due Diligence, Financial Analysis, Credit Analysis, Sales Management, Valuation, Relationship Management, Mortgage Banking, Retirement Planning, Insurance, Investment Advisory, Lines Of Credit, Mergers & Acquisitions, Real Estate Financing, Retirement, Business Planning, 401k
Education
Indiana University of Pennsylvania 1968 — 1972
BS, Business Managment
Stonier Graduate School of Banking 1980 — 1983
Univest Bank and Trust Co. October 2008 - Present
Wachovia Bank September 1972 - December 2007
Skills
Credit, Loans, Wealth Management, Commercial Banking, Commercial Lending, Financial Services, Financial Risk, Mortgage Lending, Banking, Business Development, Portfolio Management, Retail Banking, Asset Based Lending, Small Business, Cash Management, Small Business Lending, Investments, Commercial Mortgages, Executive Management, Asset Managment, Consumer Lending, New Business Development, Risk Management, Strategic Financial..., Underwriting, Finance, Mutual Funds, Loan Origination, Credit Risk, Cross Selling, Due Diligence, Financial Analysis, Credit Analysis, Sales Management, Valuation, Relationship Management, Mortgage Banking, Retirement Planning, Insurance, Investment Advisory, Lines Of Credit, Mergers & Acquisitions, Real Estate Financing, Retirement, Business Planning, 401k
Education
Indiana University of Pennsylvania 1968 — 1972
BS, Business Managment
Stonier Graduate School of Banking 1980 — 1983
John Kazary's Univest Bank and Trust Co. Experience February 2003 - Present
Job Vice President and Senior Financial Advisor at Univest Bank and Trust Co.
Industry Financial Services
Experience
Univest Bank and Trust Co. February 2003 - Present
Cotner Manufacturing Company June 1985 - September 2000
Law Offices of John C. Kazary October 1977 - June 1985
Skills
Estate Planning, Wealth Management, Retirement, Investment Management, Strategic Financial..., Investments, Estate Administration, Portfolio Management, Finance, Financial Services, Retirement Planning, Financial Planning
Education
National Graduate Trust School at Emory University 2006 — 2007
With Honors
Ohio Northern University—Claude W. Pettit College of Law 1974 — 1977
JD, Law
Bucknell University 1969 — 1973
Bachelor of Arts (B.A.), Psychology
Univest Bank and Trust Co. February 2003 - Present
Cotner Manufacturing Company June 1985 - September 2000
Law Offices of John C. Kazary October 1977 - June 1985
Skills
Estate Planning, Wealth Management, Retirement, Investment Management, Strategic Financial..., Investments, Estate Administration, Portfolio Management, Finance, Financial Services, Retirement Planning, Financial Planning
Education
National Graduate Trust School at Emory University 2006 — 2007
With Honors
Ohio Northern University—Claude W. Pettit College of Law 1974 — 1977
JD, Law
Bucknell University 1969 — 1973
Bachelor of Arts (B.A.), Psychology
Tony DaCosta's Univest Bank and Trust Co. Experience June 1999 - Present
Job Financial Solutions for Life
Industry Financial Services
Experience
Univest Bank and Trust Co. June 1999 - Present
Skills
Consumer Lending, Loans, Banking, Commercial Lending, Credit, Retail Banking, Real Estate, Commercial Banking, Loan Origination, Small Business Lending, Mortgage Lending, Underwriting, Mortgage Banking, Wealth Management, Lines Of Credit, Financial Services, Commercial Mortgages, Refinance, Investments, Credit Analysis, Residential Mortgages, Mutual Funds, Portfolio Management, Investment Advisory, Asset Based Lending, Credit Risk, Small Business, Cash Management
Education
Boston University/Stonier School of Banking
Bachelor's of Science, Urban Affairs/City Planning
Stonier School of Banking
Diploma, Banking
Univest Bank and Trust Co. June 1999 - Present
Skills
Consumer Lending, Loans, Banking, Commercial Lending, Credit, Retail Banking, Real Estate, Commercial Banking, Loan Origination, Small Business Lending, Mortgage Lending, Underwriting, Mortgage Banking, Wealth Management, Lines Of Credit, Financial Services, Commercial Mortgages, Refinance, Investments, Credit Analysis, Residential Mortgages, Mutual Funds, Portfolio Management, Investment Advisory, Asset Based Lending, Credit Risk, Small Business, Cash Management
Education
Boston University/Stonier School of Banking
Bachelor's of Science, Urban Affairs/City Planning
Stonier School of Banking
Diploma, Banking
Tracy Fretz, CRCM's Univest Bank and Trust Co. Experience August 1997 - February 2005
Job CRA Officer, Compliance Assistant at Univest
Industry Financial Services
Experience
Univest February 2005 - Present
Univest Bank and Trust Co. August 1997 - February 2005
Univest Bank and Trust Co. January 1985 - August 1997
Skills
Microsoft Excel, Loans, Customer Service, Training, Mortgage Lending, Banking, Sales, Risk Management, Community Reinvestment..., Compliance, Consumer Lending, Retail Banking, Mortgage Banking, Finance
Education
Amercan Bankers Association National Compliance School 2010 — 2010
Maranatha Baptist University 1981 — 1983
Associates, Elementary Education
Univest February 2005 - Present
Univest Bank and Trust Co. August 1997 - February 2005
Univest Bank and Trust Co. January 1985 - August 1997
Skills
Microsoft Excel, Loans, Customer Service, Training, Mortgage Lending, Banking, Sales, Risk Management, Community Reinvestment..., Compliance, Consumer Lending, Retail Banking, Mortgage Banking, Finance
Education
Amercan Bankers Association National Compliance School 2010 — 2010
Maranatha Baptist University 1981 — 1983
Associates, Elementary Education
Pat Juliano's Univest Bank and Trust Co. Experience July 2004 - Present
Job Help Desk Specialist
Industry Financial Services
Experience
Univest Bank and Trust Co. July 2004 - Present
Skills
Web Design
Education
Delaware Valley College 1994 — 2008
BS, CISM
Bucks County Community College 2001 — 2002
Univest Bank and Trust Co. July 2004 - Present
Skills
Web Design
Education
Delaware Valley College 1994 — 2008
BS, CISM
Bucks County Community College 2001 — 2002
Lori McCaa's Univest Bank and Trust Co. Experience October 2010 - November 2011
Job SAHM at N/A
Industry Banking
Experience
N/A November 2011 - Present
Univest Bank and Trust Co October 2010 - November 2011
Damascus Community Bank March 2009 - August 2010
New Day Financial August 2007 - September 2008
First Guaranty Mortgage Corp June 2006 - June 2007
GMAC Mortgage September 2005 - June 2006
GMAC-RFC September 2001 - September 2005
GMAC Mortgage June 1999 - July 2001
PHH Mortgage February 1998 - July 1999
Education
Lock Haven University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Psychology
N/A November 2011 - Present
Univest Bank and Trust Co October 2010 - November 2011
Damascus Community Bank March 2009 - August 2010
New Day Financial August 2007 - September 2008
First Guaranty Mortgage Corp June 2006 - June 2007
GMAC Mortgage September 2005 - June 2006
GMAC-RFC September 2001 - September 2005
GMAC Mortgage June 1999 - July 2001
PHH Mortgage February 1998 - July 1999
Education
Lock Haven University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Tony DaCosta's Univest Bank and Trust Co. Experience August 2010 - Present
Job Area Manager, VP at Univest Bank and Trust Co.
Industry Banking
Experience
Univest Bank and Trust Co. August 2010 - Present
Conti Mortgage April 1998 - June 1999
Education
Stonier School of Banking 2010 — 2013
Diploma, Banking
Boston University 1985 — 1989
Bachelor's of Science, Urban Affair and City Planning
Univest Bank and Trust Co. August 2010 - Present
Conti Mortgage April 1998 - June 1999
Education
Stonier School of Banking 2010 — 2013
Diploma, Banking
Boston University 1985 — 1989
Bachelor's of Science, Urban Affair and City Planning