Wilshire Financial Services Group
Headquarters: Calabasas, CA Founded: 1996
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Wilshire Financial Services Group Employees
Diebold May 2015 - Present
Sjobeck Integration Professionals January 1999 - Present
Wilshire Financial Services Group 1997 - 1999
Pacific Crest Securities 1993 - 1995
Skills
NetSuite, Integration, Cloud Computing, System Deployment, Project Management, Software Project..., Enterprise Software, APIs, MySQL, Microsoft SQL Server, Linux, Telephony, Asterisk, ERP, SaaS, Consulting, Management, Security, Team Leadership
Education
University Of Portland 1989 — 1993
BBA, Finance
Mounds View High School 1984 — 1988
Highschool, Highschool
City of Portland, Oregon April 2012 - Present
Multnomah County Investment Advisory Board 2002 - Present
The International School February 2009 - May 2012
Portland Fire & Rescue, City of Portland July 2011 - March 2012
City of Portland November 2010 - July 2011
Portland Fire & Rescue November 2005 - December 2010
Northwest Pilot Project September 2003 - June 2009
Portland Affordable Housing Preservation Trust 2000 - 2001
Wilshire Financial Services Group 1999 - 2000
New York State Insurance Department 1997 - 1999
Skills
Policy, Financial Analysis, Administration, Business Process..., Finance, Budgets, Management, Banking, Capital Markets, Financial Services, Cash Management, Analysis, Securities, Strategic Planning, Structured Finance, Risk Management, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA
Brown University 1978 — 1982
AB
Friends Select School 1966 — 1978
Wiley Consulting Inc. January 2005 - Present
Wiley Consulting, Inc. 2010 - 2014
Wells Fargo Home Mortgage April 2013 - October 2013
West Coast Bank November 2011 - May 2012
First Independent Bank of Vancouver, WA August 2010 - May 2011
MBank December 2005 - December 2009
Lime Financial June 2005 - December 2005
Wilshire Financial Services Group 1991 - 1999
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Banking, Portfolio Management, Credit Risk, Commercial Banking, Underwriting, Commercial Mortgages, Financial Analysis, Risk Management, Coaching, Entrepreneurship, Fixed Income, SBA, Cross Selling, Asset Based Lending, Capital Markets, Treasury Management, Investments, Loan Origination, Loan Servicing, Real Estate, Lines Of Credit, Securities, Small Business, Financial Risk, Corporate Finance, Insurance, Equities, Small Business Lending, Financial Services, Debt Restructuring, Mortgage Banking, Loss Mitigation, Cash Flow, Letters of Credit, Restructuring, Retail Banking, Finance, Due Diligence, Mortgage Lending, Strategic Planning, Asset Managment, Relationship Management, Strategic Financial..., Consumer Lending, Financial Modeling, Valuation
Education
Hampden Sydney College 1968 — 1972
Bachelor's degree, History & Political Science
E. C. Glass High School 1964 — 1968
CrowdCompass December 2013 - Present
Sage August 2011 - December 2013
Sage November 2010 - August 2011
Portland State University 2008 - 2011
Sage February 2010 - November 2010
Sage Software August 2006 - November 2009
Sage Software, Inc. April 2001 - August 2006
Grubb & Ellis January 2000 - January 2001
WILSHIRE FINANCIAL SERVICES GROUP January 1996 - January 1998
N JUPPENLATZ CO January 1987 - January 1989
Skills
Visio, Crystal Reports, Databases, SQL, Visual Studio, Team Foundation Server, HP Quality Center, DevTrack, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Test Cases, Regression Testing, TFS, Testing, Management, Program Management, Quality Assurance, Analysis, Cross-functional Team..., Product Management, Business Process, Quality Center, SaaS, Software Documentation, Training
Education
Portland State University - School of Business 2008 — 2011
MBA, International Business\Sustainability
Portland State University 1998 — 2006
BA, Applied Linguistics
Portland State University - School of Business 1990 — 1996
BA, Business Management
IBM March 2010 - Present
Merrill Lynch May 2004 - February 2010
Wilshire Financial Services Group September 2000 - April 2004
Qwest Communications November 1999 - September 2000
US Army November 1990 - October 1994
Skills
ITIL, Virtualization, VMware, Project Management, Systems Analysis, Troubleshooting, Technical Writing, System Monitoring, Data Recovery, Process Improvement, Team Leadership, Systems Engineering, System Administration, Fibre Channel, Windows Server, Openfiler, IT Service Management, Integration, Disaster Recovery, Data Center, IT Management, SQL, Operating Systems, IIS, Windows, Servers, DNS, DHCP, Security, VPN, Technical Support, Enterprise Architecture, Microsoft Exchange, HP, vSphere, Change Management, Psychology
Education
Portland State University 2004 — 2011
Mathematics, Computer Science, Project Management
VMware 2009 — 2010
Reed College 1996 — 1999
Bachelors, Psychology
US Military Intelligence School--Ft. Devens 1990 — 1991
Certificate, Electronics / RF / Electronic Warfare
Georgia Tech 1989 — 1990
Aerospace Engineering
NWEA November 2010 - Present
Intel July 2010 - November 2010
Fios, Inc. April 2010 - June 2010
CSC (Contract for Kaiser Permanente) February 2010 - April 2010
Compli November 2009 - February 2010
Intel September 2009 - November 2009
Fios, Inc. January 2008 - February 2009
WebMD April 2005 - December 2007
Wilshire Financial Services Group November 2002 - April 2005
PalmSource January 2002 - October 2002
Skills
Agile Methodologies, Quality Assurance, SQL, Manual Testing, Software Quality..., Microsoft SQL Server, Testing, XML, Databases, Software Development, System Testing, Python, .NET, Test Automation, C#, Web Services, Web Applications, Windows, Continuous Integration, Test Planning, JMeter, JavaScript, Java, JUnit, Selenium, Subversion, Test Cases, Quality Center, Integration, Black Box Testing, Software Engineering, Bug Tracking, Scrum, Agile Project Management
Education
San Francisco State University 1994 — 1997
BA, Radio & Television
Fiserv September 2014 - Present
Black Knight Financial Services April 2014 - August 2014
Black Knight Financial Services (formerly known as LPS) May 2010 - April 2014
Schoenick & McQuin November 2006 - May 2010
Fannie Mae March 2006 - October 2006
Orbitz, LLC April 2005 - January 2006
Celerity IT September 2004 - February 2005
Option One Mortgage March 2002 - September 2004
C.C. Pace Systems October 1999 - January 2002
Wilshire Financial Services Group 1995 - 1999
Skills
SDLC, Business Analysis, PMO, PMP, Project Portfolio..., Agile Project Management, Risk Management, Manage Complex Projects, Program Management, Turn Around Management, Requirements Analysis, PMO set-up, Change Management, Business Process..., SharePoint, Strategy, Project Management, Leadership, Management, Agile Methodologies
Education
The George Washington University - School of Business
loanDepot 2014 - Present
Greenlight Loans 2013 - 2014
Discover Home Loans 2012 - 2013
LendingTree Loans 2003 - 2012
GE Commercial Finance 2001 - 2003
Harland Financial Solutions 2000 - 2001
Wilshire Financial Services Group 1998 - 2000
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Refinance, Sales, Residential Mortgages, Credit Risk, Financial Services, Portfolio Management, Credit, Financial Modeling, Finance, Process Improvement, Capital Markets, FHA, Leadership, Risk Management, Loan Origination, Due Diligence, Underwriting, Securities, Real Estate, Financial Analysis, New Business Development, Commercial Banking, Credit Analysis, Executive Management
Education
University of Portland 1994 — 1998
BBA, Finance
M Financial Group August 2007 - Present
Precision Castparts 2004 - 2007
E*TRADE Financial 2000 - 2004
Consultant and Project Manager 1999 - 2000
Wilshire Financial Services Group 1998 - 1999
Skills
Project Management, Software Project..., Asset Management, Risk Management, Financial Services, SharePoint, Business Analysis, Vendor Management, CRM, Visio, Financial Analysis, Disaster Recovery, Analysis, Access
Education
University of Oregon 1986 — 1990
B.A., Asian Studies/Japanese/Finance & Accounting
Seterus August 2011 - May 2013
Seterus March 2010 - June 2012
Nike May 2008 - May 2009
Nike December 2003 - May 2008
Wilshire Financial Services Group February 1993 - May 2001
Sprouse-Reitz Stores Inc. October 1981 - December 1992
Skills
Financial Analysis, Valuation, Management, Finance, Leadership, Strategy, Strategic Planning, Portfolio Management, Cross-functional Team..., Strategic Financial..., P&L Management
Education
Claremont McKenna College 1977 — 1981
Bachelor of Arts, Math / Ecomonics
PNC Real Estate July 2014 - Present
PNC MultiFamily Capital 2008 - 2014
PNC Bank 2007 - 2008
Wilshire Financial Services Group 1997 - 1998
Education
Indiana State University 1990 — 1994
Bank of America Merrill Lynch July 2003 - Present
Fiserv January 2000 - July 2003
Wilshire Financial Services Group September 1997 - January 2000
Countrywide Home Loans October 1995 - August 1997
Fannie Mae 1993 - 1995
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
MBA, Finance
Clemson University - College of Business and Behavioral Science 1985 — 1989
BS, Finance
PNC MultiFamily Capital September 2008 - Present
PNC MultiFamily Capital April 2000 - September 2008
Meritage Mortgage May 1999 - March 2000
Wilshire Financial Services Group April 1997 - May 1999
Skills
Accounting, Portfolio Management, Real Estate, Asset Managment, Loans, Budgets, Access, Databases, Asset Management, Finance, Investments, Auditing, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Credit Analysis, Underwriting, Due Diligence, Mortgage Lending, Valuation, Internal Audit
Education
Bloomsburg University of Pennsylvania 1991 — 1992
MBA
East Stroudsburg University of Pennsylvania 1984 — 1988
BS
Harsch Investment Properties March 2013 - Present
Harsch Investment Properties, LLC July 2003 - March 2013
Harsch Investment Properties, LLC May 2000 - July 2003
Wilshire Financial Services Group February 1995 - May 2000
Skills
Financial Analysis, Cash Management, Asset Managment, Liquidity Management, Payment Systems, Cash Flow, Treasury Management, Investments, Real Estate
Education
Portland State University
Finance
HomeStreeet Bank July 2015 - Present
iQ Credit Union May 2013 - 2015
Wilshire Financial Services Group 1997 - 2005
Dirk Zeller-Real Estate Agent 1995 - 1997
Cronin & Caplan Realty Group, Inc 1990 - 1995
Skills
Sales, Mortgage Lending, Loans, Management, Marketing, Strategic Planning, Customer Service
Education
Portland State University 1989 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Mt. Hood Community College 1987 — 1989
Associate of Science (A.S.), Business Management