Whitefish Credit Union
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Whitefish Credit Union Employees
Employee
Years
Job
Industry
Matt Venturini Matt Venturini's Whitefish Credit Union Experience July 2011 - November 2013
Job Assistant Vice President Loan Officer at Glacier Bank
Industry Banking
Experience
Glacier Bank December 2013 - Present
Whitefish Credit Union July 2011 - November 2013
Whitefish Credit Union July 2011 - November 2013
Skills
Customer Service, Banking, Credit, Microsoft Office, Sales, Financial Analysis, Finance, Mortgage Lending, Loans, Credit Analysis, Commercial Banking, Underwriting, Risk Management, Loan Origination, Commercial Lending, Public Speaking, Consumer Lending, Credit Risk, Lines Of Credit, Home Equity Loans, Home Equity Lines of...
Education
Concordia College 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Glacier Bank December 2013 - Present
Whitefish Credit Union July 2011 - November 2013
Whitefish Credit Union July 2011 - November 2013
Skills
Customer Service, Banking, Credit, Microsoft Office, Sales, Financial Analysis, Finance, Mortgage Lending, Loans, Credit Analysis, Commercial Banking, Underwriting, Risk Management, Loan Origination, Commercial Lending, Public Speaking, Consumer Lending, Credit Risk, Lines Of Credit, Home Equity Loans, Home Equity Lines of...
Education
Concordia College 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
karisma williams karisma williams's Whitefish Credit Union Experience April 2014 - Present
Job Underwriter at Wells Fargo Home Mortgage
Industry Banking
Experience
Whitefish Credit Union April 2014 - Present
Wells Fargo Home Mortgage September 2012 - January 2014
Bank of America March 2012 - August 2012
Comerica Bank November 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Ashford University 2012 — 2015
Bachelor of Business Administration (B.B.A.)
Whitefish Credit Union April 2014 - Present
Wells Fargo Home Mortgage September 2012 - January 2014
Bank of America March 2012 - August 2012
Comerica Bank November 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Ashford University 2012 — 2015
Bachelor of Business Administration (B.B.A.)
Melanie Bettis Melanie Bettis's Whitefish Credit Union Experience June 2013 - Present
Job Loan Officer at Whitefish Credit Union
Industry Financial Services
Experience
Whitefish Credit Union June 2013 - Present
Kern Schools Federal Credit Union August 1993 - May 2013
Skills
Mortgage Lending, Home Equity Loans, Second Mortgages, Investment Properties, First Time Home Buyers, Second Home, Consumer Lending, Underwriting, Credit Analysis, Credit Risk, Loan Origination, Credit Unions, Banking, Dependable Team Player, Team Leadership, Project Management, Credit, Loans, Loan Auditing, Refinance, Customer Service, Financial Services, Finance, Financial Analysis
Education
California State University-Bakersfield
Whitefish Credit Union June 2013 - Present
Kern Schools Federal Credit Union August 1993 - May 2013
Skills
Mortgage Lending, Home Equity Loans, Second Mortgages, Investment Properties, First Time Home Buyers, Second Home, Consumer Lending, Underwriting, Credit Analysis, Credit Risk, Loan Origination, Credit Unions, Banking, Dependable Team Player, Team Leadership, Project Management, Credit, Loans, Loan Auditing, Refinance, Customer Service, Financial Services, Finance, Financial Analysis
Education
California State University-Bakersfield
Lisa Delaney Lisa Delaney's Whitefish Credit Union Experience May 2013 - Present
Job Special Assets Group at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union May 2013 - Present
Precision Printing / Whitefish Montana January 2005 - Present
School District 44 - Whitefish, MT March 2006 - March 2007
Kalispell, MT August 2003 - August 2005
Chestatee Middle School August 2001 - August 2003
Savory & Sage Catering January 1986 - June 1997
Skills
Graphic Design, Market Research, Strategic Planning, Marketing, Email Marketing, Selling, Sales, Customer Service, Marketing Strategy, Sales Management, Small Business, Social Media Marketing, Social Media, Photoshop, Direct Mail, Variable Data Printing
Education
Ashford University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration with a Specialty in Marketing, 3.9
Georgia College and State University 1983 — 1986
BS, Home Economics Education
Whitefish Credit Union May 2013 - Present
Precision Printing / Whitefish Montana January 2005 - Present
School District 44 - Whitefish, MT March 2006 - March 2007
Kalispell, MT August 2003 - August 2005
Chestatee Middle School August 2001 - August 2003
Savory & Sage Catering January 1986 - June 1997
Skills
Graphic Design, Market Research, Strategic Planning, Marketing, Email Marketing, Selling, Sales, Customer Service, Marketing Strategy, Sales Management, Small Business, Social Media Marketing, Social Media, Photoshop, Direct Mail, Variable Data Printing
Education
Ashford University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration with a Specialty in Marketing, 3.9
Georgia College and State University 1983 — 1986
BS, Home Economics Education
Jennifer Brien Jennifer Brien's Whitefish Credit Union Experience June 2010 - August 2010
Job Configuration Status Accounting Lead at Naval Sea Systems Command (NAVSEA)
Industry Military
Experience
Naval Sea Systems Command (NAVSEA) January 2015 - Present
Naval Sea Systems Command (NAVSEA) July 2012 - January 2015
Naval Undersea Warfare Center Keyport May 2011 - August 2011
Montana State University September 2010 - December 2010
Whitefish Credit Union June 2010 - August 2010
Skills
SPSS, PowerPoint, Excel, Word, Spanish, Writing, Qualitative Research, Public Speaking, Data Analysis, Configuration Management, Engineering Change...
Education
Montana State University-Bozeman 2008 — 2012
Bachelors of Science, Management and Marketing, Graduated with Highest Honors
Naval Sea Systems Command (NAVSEA) January 2015 - Present
Naval Sea Systems Command (NAVSEA) July 2012 - January 2015
Naval Undersea Warfare Center Keyport May 2011 - August 2011
Montana State University September 2010 - December 2010
Whitefish Credit Union June 2010 - August 2010
Skills
SPSS, PowerPoint, Excel, Word, Spanish, Writing, Qualitative Research, Public Speaking, Data Analysis, Configuration Management, Engineering Change...
Education
Montana State University-Bozeman 2008 — 2012
Bachelors of Science, Management and Marketing, Graduated with Highest Honors
Barbara Pearson Barbara Pearson's Whitefish Credit Union Experience May 2014 - Present
Job Mortgage Loan Supervisor at Whitefish Credit Union
Industry Financial Services
Experience
Whitefish Credit Union May 2014 - Present
Whitefish Credit Union August 1984 - May 2014
Whitefish Credit Union May 1980 - March 1984
Bank of Columbia Falls June 1976 - May 1980
Skills
Loan Origination, Mortgage Lending, First Time Home Buyers, Residential Mortgages, Refinance, Mortgage Banking, Loans, Credit, Commercial Lending, Investment Properties, Credit Analysis, Banking, Small Business Lending, Underwriting, Real Estate, Consumer Lending
Education
Flathead Valley Community College
The University of Montana
Whitefish Credit Union May 2014 - Present
Whitefish Credit Union August 1984 - May 2014
Whitefish Credit Union May 1980 - March 1984
Bank of Columbia Falls June 1976 - May 1980
Skills
Loan Origination, Mortgage Lending, First Time Home Buyers, Residential Mortgages, Refinance, Mortgage Banking, Loans, Credit, Commercial Lending, Investment Properties, Credit Analysis, Banking, Small Business Lending, Underwriting, Real Estate, Consumer Lending
Education
Flathead Valley Community College
The University of Montana
M. David Fennessy M. David Fennessy's Whitefish Credit Union Experience January 2015 - Present
Job Member Business Loan Officer/Credit Analyst at Whitefish Credit Union
Industry Financial Services
Experience
Whitefish Credit Union January 2015 - Present
Whitefish Credit Union November 2012 - January 2015
Whitefish Credit Union November 2011 - November 2012
Whitefish Credit Union August 2010 - November 2011
Investment Centers of America, Inc. July 2009 - August 2010
Flathead Valley Community College August 2007 - May 2009
Mobilemoney inc. October 2006 - August 2007
USMC February 2003 - February 2006
Skills
Project Planning, Analysis, Portfolio Management, Series 7, Insurance, Retirement Planning, Outlook, Strategic Financial..., PowerPoint, Military, Security Clearance, Microsoft Office, Real Estate, Investments, Risk Management, Sales
Education
Montana State University-Billings 2010 — 2012
Bachelor's degree, Business Administration and Management, General, 3.8
Flathead Valley Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General, 3.9
Flathead High School 2002 — 2003
HS Diploma
Whitefish High School 1999 — 2003
Whitefish Credit Union January 2015 - Present
Whitefish Credit Union November 2012 - January 2015
Whitefish Credit Union November 2011 - November 2012
Whitefish Credit Union August 2010 - November 2011
Investment Centers of America, Inc. July 2009 - August 2010
Flathead Valley Community College August 2007 - May 2009
Mobilemoney inc. October 2006 - August 2007
USMC February 2003 - February 2006
Skills
Project Planning, Analysis, Portfolio Management, Series 7, Insurance, Retirement Planning, Outlook, Strategic Financial..., PowerPoint, Military, Security Clearance, Microsoft Office, Real Estate, Investments, Risk Management, Sales
Education
Montana State University-Billings 2010 — 2012
Bachelor's degree, Business Administration and Management, General, 3.8
Flathead Valley Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General, 3.9
Flathead High School 2002 — 2003
HS Diploma
Whitefish High School 1999 — 2003
Bailey Dierman Bailey Dierman's Whitefish Credit Union Experience June 2014 - Present
Job Real Estate Quality Assurance, Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union June 2014 - Present
Corporate Image Outfitters, LLC February 2013 - May 2014
Clark Fork Realty April 2010 - November 2012
Skills
Social Media, Social Media Marketing, Marketing Strategy
Education
The University of Montana - School of Business Administration 2005 — 2009
Bachelor’s Degree, Marketing
Whitefish Credit Union June 2014 - Present
Corporate Image Outfitters, LLC February 2013 - May 2014
Clark Fork Realty April 2010 - November 2012
Skills
Social Media, Social Media Marketing, Marketing Strategy
Education
The University of Montana - School of Business Administration 2005 — 2009
Bachelor’s Degree, Marketing
Shari Roubinek Shari Roubinek's Whitefish Credit Union Experience Appraisal Review SpecialistWhitefish Credit UnionMarch 2012 - Present
Job Appraisal Review Specialist at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union Appraisal Review SpecialistWhitefish Credit UnionMarch 2012 - Present
Skills
Banking, Real Estate, Loans, Credit, Investment Properties, Mortgage Lending, REO
Education
University of California Riverside 1970 — 1974
Bachelor of Arts (B.A.), Urban Studies/Affairs, 3.1
University of California, Riverside 1970 — 1974
Bachelor’s Degree, Urban Studies/Affairs, 3.1
Whitefish Credit Union Appraisal Review SpecialistWhitefish Credit UnionMarch 2012 - Present
Skills
Banking, Real Estate, Loans, Credit, Investment Properties, Mortgage Lending, REO
Education
University of California Riverside 1970 — 1974
Bachelor of Arts (B.A.), Urban Studies/Affairs, 3.1
University of California, Riverside 1970 — 1974
Bachelor’s Degree, Urban Studies/Affairs, 3.1
Eldon Tilley's Whitefish Credit Union Experience February 2015 - Present
Job VP/Marketing at Whitefish Credit Union,CUCME (expected 2016)
Industry Financial Services
Experience
Whitefish Credit Union February 2015 - Present
East Idaho Credit Union March 2012 - February 2015
Scenic Falls Federal Credit Union November 2003 - March 2012
Madison Memorial Hospital January 2003 - April 2003
Skills
Marketing Strategy, Marketing, Advertising, Strategic Planning, Management, Leadership, Team Building, Process Improvement, Sales, Brand Development, Financial Analysis, Budgets, Collaborative Problem..., Coaching, Risk Analysis, Project Management, ALM, Credit Unions, Social Media Marketing, Event Management, Email Marketing, Adobe Creative Suite, Microsoft Office, Marketing Communications, Public Relations, Online Marketing, Business Development, Online Advertising, Market Planning, Lead Generation, Product Development, Digital Marketing, Brand Management, Consumer Lending, Change Management, Media Buying
Education
CUNA Marketing Management School 2014 — 2016
Credit Union Certified Marketing Executive (CUCME)
Brigham Young University - Idaho 2000 — 2003
Bachelor of Science, Business Management, Emphasis in Marketing, Organizational Communication
Brigham Young University - Idaho 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Interpersonal Communication
AML & BSA Certification
AML & BSA Certification
C. Meyers ALM Certification
ALM Fundamentals: Using ALM as a Weapon and Advanced Balance Sheet Management Strategies
Whitefish Credit Union February 2015 - Present
East Idaho Credit Union March 2012 - February 2015
Scenic Falls Federal Credit Union November 2003 - March 2012
Madison Memorial Hospital January 2003 - April 2003
Skills
Marketing Strategy, Marketing, Advertising, Strategic Planning, Management, Leadership, Team Building, Process Improvement, Sales, Brand Development, Financial Analysis, Budgets, Collaborative Problem..., Coaching, Risk Analysis, Project Management, ALM, Credit Unions, Social Media Marketing, Event Management, Email Marketing, Adobe Creative Suite, Microsoft Office, Marketing Communications, Public Relations, Online Marketing, Business Development, Online Advertising, Market Planning, Lead Generation, Product Development, Digital Marketing, Brand Management, Consumer Lending, Change Management, Media Buying
Education
CUNA Marketing Management School 2014 — 2016
Credit Union Certified Marketing Executive (CUCME)
Brigham Young University - Idaho 2000 — 2003
Bachelor of Science, Business Management, Emphasis in Marketing, Organizational Communication
Brigham Young University - Idaho 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Interpersonal Communication
AML & BSA Certification
AML & BSA Certification
C. Meyers ALM Certification
ALM Fundamentals: Using ALM as a Weapon and Advanced Balance Sheet Management Strategies
Teri Sunell, M.B.A., C.P.M. Teri Sunell, M.B.A., C.P.M.'s Whitefish Credit Union Experience 1991 - 1998
Job Purchasing Leader
Industry Paper & Forest Products
Experience
Georgia-Pacific LLC November 2014 - Present
American Family Insurance August 2012 - November 2014
Symantec Corporation (USA) February 2010 - February 2012
Symantec Corporation November 2008 - April 2010
Symantec Corporation December 2005 - November 2008
Symantec Corporation February 2004 - December 2005
Columbia Falls Aluminum Co November 1998 - February 2004
Whitefish Credit Union 1991 - 1998
Skills
Strategic Planning, Contract Negotiation, Strategic Sourcing, Team Building, Team Leadership, Program Management, Spend Analysis, Procurement, Project Management, Management, Global Sourcing, Supply Management, Procurement Management, Supplier Management, Relationship & Change..., Lean Six Sigma, 3rd Party Outsourcing, Category Management, Coaching, Conflict Resolution, Business Process..., Inventory Management, Innovative Thinking, Group Presentations, Idea Generation, Oracle Applications, Organization, Competitive, Trusted Advisor, Cultural Diversity, Global Purchasing, Self-starter, Lean Tools, Market Analysis, Certified Purchasing..., Indirect Purchasing, Direct Purchasing, Analysis, Contract Management, Supply Chain, Leadership, Vendor Management, Process Improvement, Strategy, Purchasing, Governance, Consulting, General Awesomeness, Awesomeness
Education
Capella University 2009 — 2011
Masters of Business Administration, Marketing
Montana State University-Billings 2002 — 2003
Bachelor of Science, Liberal Studies
The University of Montana 1977 — 1979
Masters of Business Administration, Marketing
Whitefish High School 1974 — 1977
High School Diploma
Georgia-Pacific LLC November 2014 - Present
American Family Insurance August 2012 - November 2014
Symantec Corporation (USA) February 2010 - February 2012
Symantec Corporation November 2008 - April 2010
Symantec Corporation December 2005 - November 2008
Symantec Corporation February 2004 - December 2005
Columbia Falls Aluminum Co November 1998 - February 2004
Whitefish Credit Union 1991 - 1998
Skills
Strategic Planning, Contract Negotiation, Strategic Sourcing, Team Building, Team Leadership, Program Management, Spend Analysis, Procurement, Project Management, Management, Global Sourcing, Supply Management, Procurement Management, Supplier Management, Relationship & Change..., Lean Six Sigma, 3rd Party Outsourcing, Category Management, Coaching, Conflict Resolution, Business Process..., Inventory Management, Innovative Thinking, Group Presentations, Idea Generation, Oracle Applications, Organization, Competitive, Trusted Advisor, Cultural Diversity, Global Purchasing, Self-starter, Lean Tools, Market Analysis, Certified Purchasing..., Indirect Purchasing, Direct Purchasing, Analysis, Contract Management, Supply Chain, Leadership, Vendor Management, Process Improvement, Strategy, Purchasing, Governance, Consulting, General Awesomeness, Awesomeness
Education
Capella University 2009 — 2011
Masters of Business Administration, Marketing
Montana State University-Billings 2002 — 2003
Bachelor of Science, Liberal Studies
The University of Montana 1977 — 1979
Masters of Business Administration, Marketing
Whitefish High School 1974 — 1977
High School Diploma
Justin Fries Justin Fries's Whitefish Credit Union Experience September 2012 - Present
Job Member Business Loan Officer at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union September 2012 - Present
Wells Fargo December 2011 - August 2012
Education
Montana State University-Bozeman 2000 — 2005
Bachelor's degree, Agricultural Business and Management & Economics
Whitefish Credit Union September 2012 - Present
Wells Fargo December 2011 - August 2012
Education
Montana State University-Bozeman 2000 — 2005
Bachelor's degree, Agricultural Business and Management & Economics
Michael Blubaugh Michael Blubaugh's Whitefish Credit Union Experience January 2010 - Present
Job SVP/CFO at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union January 2010 - Present
United Central Bank June 2009 - August 2009
Bank of Hiawassee 2005 - 2009
First Premier Bank 1998 - 2004
Bright National Bank 1995 - 1998
Fifth Third Bank 1993 - 1995
Skills
Banking, Financial Analysis, Process Improvement, Cash Management, Strategic Planning, Analysis, Strategy, Change Management, Management, Leadership, Mergers & Acquisitions, Accounting, Project Management, Financial Institutions, Portfolio Management, Risk Management, Auditing, Credit, Executive Management, Start-ups, Investments, Loans, Financial Reporting, Financial Risk, Strategic Financial..., Internal Audit, Credit Analysis, Commercial Lending, Budgets, Operations Management, Enterprise Risk..., Financial Accounting, Finance, Credit Unions, Asset Management, Financial Services, Cash Flow, Loan Origination, Commercial Banking, Internal Controls, Due Diligence, Team Building
Education
University of Colorado Boulder 1998 — 2000
Graduate Degree, Banking
St. Francis DeSales 1969 — 1973
Franklin University
BS/BA, Accounting
Whitefish Credit Union January 2010 - Present
United Central Bank June 2009 - August 2009
Bank of Hiawassee 2005 - 2009
First Premier Bank 1998 - 2004
Bright National Bank 1995 - 1998
Fifth Third Bank 1993 - 1995
Skills
Banking, Financial Analysis, Process Improvement, Cash Management, Strategic Planning, Analysis, Strategy, Change Management, Management, Leadership, Mergers & Acquisitions, Accounting, Project Management, Financial Institutions, Portfolio Management, Risk Management, Auditing, Credit, Executive Management, Start-ups, Investments, Loans, Financial Reporting, Financial Risk, Strategic Financial..., Internal Audit, Credit Analysis, Commercial Lending, Budgets, Operations Management, Enterprise Risk..., Financial Accounting, Finance, Credit Unions, Asset Management, Financial Services, Cash Flow, Loan Origination, Commercial Banking, Internal Controls, Due Diligence, Team Building
Education
University of Colorado Boulder 1998 — 2000
Graduate Degree, Banking
St. Francis DeSales 1969 — 1973
Franklin University
BS/BA, Accounting
Tim Kluesner Tim Kluesner's Whitefish Credit Union Experience June 2012 - Present
Job Loan Officer at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union June 2012 - Present
State of Montana June 1995 - June 2000
Skills
Real Estate, Strategic Planning, Customer Service, Public Speaking, Marketing Strategy, First Time Home Buyers, Investment Properties, Public Relations
Education
Kumamoto University 1991 — 1992
Japanese
Montana State University-Bozeman 1986 — 1991
Bachelor's degree
Flathead High School 1983 — 1986
Best of the Flathead Degree
Whitefish Credit Union June 2012 - Present
State of Montana June 1995 - June 2000
Skills
Real Estate, Strategic Planning, Customer Service, Public Speaking, Marketing Strategy, First Time Home Buyers, Investment Properties, Public Relations
Education
Kumamoto University 1991 — 1992
Japanese
Montana State University-Bozeman 1986 — 1991
Bachelor's degree
Flathead High School 1983 — 1986
Best of the Flathead Degree
Taylor Horst's Whitefish Credit Union Experience August 2011 - April 2015
Job Chief Credit Officer at First Southwest Bank
Industry Financial Services
Experience
First Southwest Bank July 2015 - Present
Whitefish Credit Union August 2011 - April 2015
Idaho Trust Bank April 2010 - September 2011
Wells Fargo Bank September 1992 - March 2010
Skills
Commercial Lending, Executive Management, Small Business Lending, New Business Development, SBA, Leadership Development, Business Process..., Consumer Lending, Banking, Commercial Banking, Credit, Credit Analysis, Finance, Financial Analysis, Lines Of Credit, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management
Education
Texas State University-San Marcos 1991 — 1995
BA, Finance
New Mexico Military Institute 1988 — 1990
Associate's degree
Pacific Coast Banking School
First Southwest Bank July 2015 - Present
Whitefish Credit Union August 2011 - April 2015
Idaho Trust Bank April 2010 - September 2011
Wells Fargo Bank September 1992 - March 2010
Skills
Commercial Lending, Executive Management, Small Business Lending, New Business Development, SBA, Leadership Development, Business Process..., Consumer Lending, Banking, Commercial Banking, Credit, Credit Analysis, Finance, Financial Analysis, Lines Of Credit, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management
Education
Texas State University-San Marcos 1991 — 1995
BA, Finance
New Mexico Military Institute 1988 — 1990
Associate's degree
Pacific Coast Banking School
Myra Appel CPA's Whitefish Credit Union Experience September 2009 - Present
Job Owner, Myra Appel CPA
Industry Accounting
Experience
Whitefish Credit Union September 2009 - Present
Myra Appel CPA LLC August 2003 - Present
Self-Employed CPA August 2003 - Present
JCCS, PC November 1996 - July 2003
Cross Petroleum January 1993 - January 1996
Harrison's Marine Centers of California & Arizona January 1982 - January 1992
Skills
QuickBooks, Accounting, Financial Statements, Tax Preparation, Corporate Tax, CPA, GAAP, General Ledger, Financial Analysis, Internal Controls, Fixed Assets, Financial Reporting, Partnership Taxation, Auditing, Tax, Income Tax, Tax Returns, Sales Tax, Preparation, Payroll, Small Business, Cash Management, Accounts Payable, Tax Accounting
Education
Simpson College 1989 — 1992
BA, Human Resources/Business Management
Simpson University
BS in Human Resource Management/minor in Managerial Accounting
Whitefish Credit Union September 2009 - Present
Myra Appel CPA LLC August 2003 - Present
Self-Employed CPA August 2003 - Present
JCCS, PC November 1996 - July 2003
Cross Petroleum January 1993 - January 1996
Harrison's Marine Centers of California & Arizona January 1982 - January 1992
Skills
QuickBooks, Accounting, Financial Statements, Tax Preparation, Corporate Tax, CPA, GAAP, General Ledger, Financial Analysis, Internal Controls, Fixed Assets, Financial Reporting, Partnership Taxation, Auditing, Tax, Income Tax, Tax Returns, Sales Tax, Preparation, Payroll, Small Business, Cash Management, Accounts Payable, Tax Accounting
Education
Simpson College 1989 — 1992
BA, Human Resources/Business Management
Simpson University
BS in Human Resource Management/minor in Managerial Accounting
Kelly St. Onge's Whitefish Credit Union Experience November 2011 - Present
Job Member Business Loan Officer at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union November 2011 - Present
Mountain West Bank March 2008 - November 2011
Mountain West Bank, N.A. 1996 - March 2008
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Banking, Commercial Mortgages, Refinance, Mortgage Lending, Underwriting, FHA, Loan Origination, Mortgage Banking, Consumer Lending, Construction Loans, Lines Of Credit
Education
Pacific Coast Banking School 2005 — 2007
banking
Montana State University-Bozeman 1990 — 1995
Bachelor, Business finance, Economics
Jamestown College 1987 — 1989
Whitefish High School
Whitefish Credit Union November 2011 - Present
Mountain West Bank March 2008 - November 2011
Mountain West Bank, N.A. 1996 - March 2008
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Banking, Commercial Mortgages, Refinance, Mortgage Lending, Underwriting, FHA, Loan Origination, Mortgage Banking, Consumer Lending, Construction Loans, Lines Of Credit
Education
Pacific Coast Banking School 2005 — 2007
banking
Montana State University-Bozeman 1990 — 1995
Bachelor, Business finance, Economics
Jamestown College 1987 — 1989
Whitefish High School
Paul Iversen's Whitefish Credit Union Experience 1986 - Present
Job SVP at Whitefish Credit Union
Industry Financial Services
Experience
Whitefish Credit Union 1986 - Present
IntraWest Bank of Grand Jct, CO June 1979 - December 1983
Skills
Personnel management, Commercial Lending, Real Estate Finance, Credit, Credit Unions, Banking, Strategic Planning, Financial Analysis, Loans, Small Business Lending, Consumer Lending, Commercial Mortgages, Credit Analysis, Mortgage Lending, Underwriting, Loan Origination, Executive Management, Loss Mitigation, Risk Management, Residential Mortgages, Refinance, Mortgage Banking, Personnel Management, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2011
Cornell University - Johnson Graduate School of Management 2010 — 2010
Whitefish Credit Union 1986 - Present
IntraWest Bank of Grand Jct, CO June 1979 - December 1983
Skills
Personnel management, Commercial Lending, Real Estate Finance, Credit, Credit Unions, Banking, Strategic Planning, Financial Analysis, Loans, Small Business Lending, Consumer Lending, Commercial Mortgages, Credit Analysis, Mortgage Lending, Underwriting, Loan Origination, Executive Management, Loss Mitigation, Risk Management, Residential Mortgages, Refinance, Mortgage Banking, Personnel Management, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2011
Cornell University - Johnson Graduate School of Management 2010 — 2010
Mark Dowaliby's Whitefish Credit Union Experience February 2005 - Present
Job Controller at Whitefish Credit Union
Industry Financial Services
Experience
Whitefish Credit Union February 2005 - Present
Education
The University of Montana - School of Business Administration 1980 — 1985
BS, Business Management
Whitefish Credit Union February 2005 - Present
Education
The University of Montana - School of Business Administration 1980 — 1985
BS, Business Management
Stephen Haugen's Whitefish Credit Union Experience December 2011 - Present
Job SVP/Chief Information Officer at Whitefish Credit Union
Industry Banking
Experience
Whitefish Credit Union December 2011 - Present
Expedia November 1999 - February 2004
Microsoft December 1994 - November 1999
Skills
SDLC, Business Analysis, E-commerce, Cross-functional Team..., Business Intelligence, Vendor Management, Data Warehousing, Strategy, Agile Methodologies, CRM, Project Management, Program Management, Product Management, Process Improvement, IT Management, Management
Education
University of Idaho 1982 — 1985
Mechanical Engineering
Whitefish Credit Union December 2011 - Present
Expedia November 1999 - February 2004
Microsoft December 1994 - November 1999
Skills
SDLC, Business Analysis, E-commerce, Cross-functional Team..., Business Intelligence, Vendor Management, Data Warehousing, Strategy, Agile Methodologies, CRM, Project Management, Program Management, Product Management, Process Improvement, IT Management, Management
Education
University of Idaho 1982 — 1985
Mechanical Engineering