Xceed Financial Credit Union
Xceed Financial Credit Union is a federally chartered credit union and financial institution serving Xerox, OfficeMax, Seneca Park Zoo, Heal the Bay, Webster Public Library, Alorica, and more than 300 additional select employer groups, organizations, and communities nationwide. Headquarters: El Segundo, California, U.S. Established: 1964 Number of employees: 200+
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Xceed Financial Credit Union Employees
Xceed Financial Credit Union February 2015 - Present
New York Life Insurance Company March 2003 - January 2015
Unisphere Networks February 2001 - October 2001
Ezenia December 1999 - February 2001
Avid Technology May 1997 - December 1999
Lotus Development Corporation May 1995 - May 1997
Digital Equipment Corporation 1983 - 1995
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Recruiting, Training, Leadership, Communication, Time Management, Thought Leadership, Multitasking Skills, Analysis, Asset Allocation, Asset Management, Business Planning, College Savings Plans, Employee Benefits, Entrepreneurship, Equities, Finance, Fixed Annuities, Insurance
Education
The College of Wooster 1977 — 1981
Chadwick School 1974 — 1977
High School, Computer Science
City National Bank 2013 - Present
Fremont Bank 2011 - 2013
Xceed Financial Credit Union 2008 - 2011
Skills
Banking, Loans, Credit, Small Business Lending, Retail Banking, Customer Service, Consumer Lending, Sales, Credit Analysis, Commercial Lending, Commercial Banking, Microsoft Office, Lines Of Credit, Loan Origination, Team Building, Mortgage Lending, Training, Risk Management, Branch Management, Treasury Management, Hiring, Budgets, Auditing
Education
De Anza College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
De Anza College
Certification, Speech Communication and Rhetoric
Westlake Financial Services January 2015 - Present
Xceed Financial Credit Union September 2012 - December 2014
Wells Fargo 2011 - 2012
Victoria Secret November 2007 - January 2011
Skills
Human Resources, Customer Service, Social Media, Public Relations, Payroll, Benefits Administration, Leave of Absence..., Account Reconciliation, Full-life Cycle..., Workers Compensation, Leadership, Microsoft Office, Social Networking
Education
UCLA Anderson School of Management 2014 — 2015
Human Resources Management Certificate
California State University, Fullerton 2006 — 2010
BA, Public Administration
Rotman School of Management, University of Toronto September 2013 - Present
Xceed Financial Credit Union May 2014 - August 2014
RJM56 Holdings Inc July 2012 - September 2013
Cossette Media May 2011 - August 2011
Shanghai Garment Group Import Export Corporation September 2010 - December 2010
Skills
Social Media, Online Advertising, Market Research, Marketing Strategy, Social Media Marketing, Microsoft Excel, Media Planning, Marketing Communications, Sales, Integrated Marketing, Strategic Planning, Customer Service, Competitive Analysis, Entrepreneurship, Leadership, Social Networking, Marketing, Strategy, Business Strategy, Team Leadership, Research, Event Management, Financial Analysis, Management, Teamwork, Time Management, Analysis, Event Planning, Data Analysis, Finance, Communication, Financial Modeling, Microsoft Office, Public Speaking, Project Management, Business Development, Risk Management, Business Analysis, Corporate Finance, Economics, Investments, PowerPoint, Valuation, Management Consulting, Portfolio Management, Banking, Presentations, Analytics, Business Planning
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (MBA)
EF International 2013 — 2013
B1 Intermediate Level, Mandarin
Toronto Airways Flight Training 2012 — 2012
Private Pilot Licence, Aviation, Above Average
Dalhousie University 2008 — 2012
Bachelor of Commerce, Internation Business and Finance
Saint Michael's College High 2002 — 2008
School Diploma, 2008
UCLA Fleet Services October 2014 - Present
Cedar Sinai Federal Credit Union June 2014 - August 2014
WestCoast Escrow May 2014 - June 2014
Grandpoint Bank January 2014 - March 2014
Xceed Financial Credit Union September 2013 - January 2014
Wells Fargo July 2013 - August 2013
OneWest Bank March 2013 - July 2013
Kinecta Federal Credit Union January 2013 - March 2013
Logix Federal Credit Union September 2011 - December 2012
Schools Federal Credit Union April 2006 - August 2011
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Loan Origination, Mortgage Banking, Credit Risk, Refinance, Portfolio Management, Real Estate, Branch Banking, Mutual Funds, Mortgage Marketing, Mortgage Underwriting, Cross Selling, Credit Unions, Real Estate Financing, Credit Cards, Customer Service, Investments, Management
Education
American InterContinental University 2004 — 2005
California State University-Northridge 1995 — 1998
Summit Brokerage Services, Inc. November 2014 - Present
Xceed Financial Credit Union January 2010 - November 2014
JP Morgan Chase 2006 - 2010
Skills
Series 7, Series 63, Series 65, Retirement Income..., Estate Planning, Career Transitions, Retirement Plan..., Securities, Retirement, Fixed Income, Investments, Hedge Funds, Strategic Financial..., Banking, Insurance, Financial Services, FINRA, Investment Advisory, Finance, Mutual Funds, Wealth Management, Retirement Planning, Series 6, Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Financial Planning
Education
California State University-Long Beach
Bachelor's Degree, Finance, General
Xceed Financial Credit Union March 2015 - Present
AmericanWest Bank April 2014 - April 2015
Mechanics Bank August 2006 - December 2010
Imperial Capital Bank January 2003 - July 2006
Skills
Acoustic Guitar, Loans, Mortgage, Credit, Banking, Mortgage Lending, Income Properties, Leadership, Mortgage Banking, Real Estate Transactions, Commercial Real Estate, Sales Management, Finance, Underwriting, Real Estate Economics, Loan Origination, Commercial Mortgages, Real Estate Financing, Real Estate, SBA, Refinance, Commercial Lending, Small Business Lending, Asset Based Lending, Construction Loans, Residential Mortgages, Credit Analysis, Financial Structuring, Portfolio Management, Lines Of Credit, Consumer Lending, Investments, Commercial Banking, Loan Servicing, FHA, Mortgage Underwriting, Loss Mitigation, USDA, Reverse Mortgages, FHA financing, Funding, Home Equity Loans
Education
Golden Gate University 1986 — 1988
Master of Business Administration (M.B.A.), Finance, 3.3 GPA
University of the Pacific 1969 — 1974
Bachelor of Science (BS), Business Administration and Management, General, 3.3 GPA
Mayo Clinic 2011 - Present
Xceed Financial Credit Union 2008 - 2011
Pacific Life Insurance Company 2007 - 2008
Lutheran Church Extension Fund 2001 - 2007
ING Equitable Life 1998 - 2000
American Media, Inc. 1995 - 2000
AmerUs Life/Aviva Life 1995 - 1998
Skills
Marketing Communications, Editing, Advertising, Corporate Communications, Strategic Communications, Management, Strategic Planning, Social Media Marketing, Research, Crisis Communications, Media Relations, Newsletters, Publications, Project Management, Internal Communications, Copywriting, Nonprofits, Communications Planning, Social Media, Public Relations, Feature Articles, Public Speaking, Fundraising, Press Releases, Integrated Marketing, Writing, Leadership, Marketing, Event Planning, Marketing Strategy, Copy Editing
Education
Iowa State University 1986 — 1991
Bachelor of Science, English, Speech, Biology
Woodward-Granger HS 1982 — 1986
The Pun Group, LLP January 2015 - Present
Charles Z. Fedak & Co. CPAs April 2013 - January 2015
Xceed Financial Credit Union June 2011 - April 2013
Charles Z. Fedak & Co., CPAs February 2008 - June 2011
Orange County's Credit Union June 2004 - February 2008
Skills
Credit Unions, Accounting, Auditing, GAAP, US GAAP, Financial Analysis
Education
California State University-Fullerton 2001 — 2004
BA, Accountancy
California Coast Credit Union September 2014 - Present
Michigan Credit Union League & Affiliates April 2014 - August 2014
RV There Yet? October 2011 - April 2014
Gesa Credit Union July 2007 - July 2013
Xceed Financial Credit Union April 2000 - July 2007
Christian Community Credit Union April 1993 - March 2000
James Kirby Accountancy 1989 - March 1993
Skills
Credit Unions, Loans, Credit, Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Small Business Lending, Strategic Planning, Investments, Budgets, Financial Analysis, Retail Banking, Risk Management, Financial Institutions, ALM, Financial Services, Cash Management, Internet Banking, Credit Cards, Finance, Executive Management, Portfolio Management, Commercial Banking, Credit Analysis, Loan Origination, Strategic Financial..., Financial Risk, Underwriting, Commercial Mortgages, Treasury Management, Innovation, Mortgage Banking, Leadership, Credit Risk, Financial Modeling, SBA, Financial Advisory, Wealth Management, Asset Based Lending, Staff Development, Entrepreneurship, Funding, Financial Structuring, Retirement Planning, Residential Mortgages, Mergers & Acquisitions, Managerial Finance, Refinance, Management
Education
California State Polytechnic University-Pomona 1994 — 1997
California State University-Fullerton 1985 — 1991
BA, Accounting
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
San Digeo County Credit Union June 2014 - Present
Xceed Financial Credit Union August 2007 - June 2014
Xceed Financial Credit Union August 2007 - February 2014
Xceed Financial Credit Union August 2007 - November 2009
Washington Mutual Bank August 2000 - June 2007
Safeway Los Angeles Federal Credit Union August 1990 - August 2000
Skills
Sales Management, Strategic Planning, Leadership, Business Development, Performance Management, Loans, Credit, Banking, Credit Cards, Coaching, Financial Analysis, Team Building, Sales, Marketing, Management, Financial Services
Education
Cerritos College 2011 — 2013
Business Administration and Management, General
CUES School of Applied Strategic Management 2012 — 2012
Certified Senior Executive, Business Administration and Management, General
Western CUNA Management School 2009 — 2011
Credit Union Management
Xceed Financial Credit Union July 2008 - Present
Monroe Community College September 2011 - Present
Noel Data Management Services February 2005 - Present
The Summit Federal Credit Union November 1995 - July 2008
Skills
Financial Analysis, Retail Banking, Branch Banking, Mortgage Banking, College-level..., Customer Service, Credit, Nonprofits, Variance Analysis, Developmental Education, Management, Banking, Finance, Loans, Leadership, Strategic Planning, Training, Performance Management, Consumer Lending, Coaching, Financial Services, Underwriting, Mortgage Lending, Credit Cards, Small Business Lending, Leadership Development
Education
Rochester Institute of Technology 1999 — 2003
Master of Business Administration (MBA), Finance, Operations
University of the West Indies, Mona Campus 1989 — 1992
Bachelor of Science (BSc), Economics and Management
Farmers & Merchants Bank of Long Beach March 2015 - Present
Farmers & Merchants Bank of Long Beach September 2010 - February 2015
Farmers & Merchants Bank of Long Beach April 2008 - September 2010
Xceed Financial Credit Union September 2006 - April 2008
Xceed Financial Credit Union February 2004 - September 2006
Xceed Financial Credit Union June 2003 - February 2004
Xceed Financial Credit Union January 2001 - May 2003
Skills
Training, Banking, Management, Coaching, Microsoft Excel, Sales, Call Centers, Team Building, Credit, Risk Management, Time Management, Financial Analysis, Microsoft Word, Mortgage Lending, Team Leadership, Retail Banking, Loans, Customer Service, Leadership, Employee Training, Relationship Management, Process Improvement, Vendor Management, LMS administration,..., Proficient in Word,...
Education
Cal State Fullerton 1996 — 2000
Bachelor of Arts (B.A.), Communications
Xceed Financial Credit Union March 2013 - Present
Bank of America September 2010 - March 2013
Tall Ideas, LLC August 2008 - March 2013
Monroe High School 2008 - 2009
California State University, Northridge 2008 - 2009
Education
California State University-Northridge 2006 — 2008
MBA, Marketing
Whittier College 1994 — 1998
BA, Business and Spanish
Saugus High School 1990 — 1994
High School Diploma
Globel Enterprise Resource Group March 2015 - Present
Xceed Financial Credit Union September 2013 - Present
Oak Tree Home Loans and Finance June 2008 - September 2013
Washington Mutual Bank June 1996 - April 2008
Skills
Investment Properties, Loans, First Time Home Buyers, Foreclosures, Mortgage Lending, Short Sales, Refinance, Real Estate, FHA, Due Diligence, Residential Mortgages, Mortgage Banking, FHA financing, REO, Loan Origination, Sellers, Real Estate Transactions, Investors
Education
California State Polytechnic University-Pomona 1984 — 1988
Saint Luke Antiochian Orthodox Church July 2004 - Present
Xceed Financial Credit Union 1979 - February 2010
Education
Saint John of Damascus Institute of Theology
MA, Applied Orthodox Theology
Pepperdine University 1984 — 1987
MBA, Business
California State University-Fullerton 1968 — 1970
BA, Sociology
Bradford High School
WestStar Credit Union April 2010 - Present
Xceed Financial Credit Union January 2006 - July 2009
CUES 2007 - 2009
Xerox Federal Credit Union April 2000 - January 2006
Xerox Federal Credit Union January 1998 - March 2000
Xerox Federal Credit Union June 1994 - December 1997
Cal Fed Bank November 1993 - June 1994
Great Western Bank August 1991 - June 1993
Home Federal Bank September 1986 - August 1991
US Navy June 1982 - June 1986
Skills
Credit, Strategic Planning, Financial Services, Budgets, Sales Management, Underwriting, Leadership, Mergers, Insurance, Change Management, Management, Sales, Networking, Real Estate, Strategy, Facilities Management, Transaction Processing, Supervisory Skills, Network Administration, ATM networks, Banking, Loans
Education
University of Southern California 1978 — 1982
BS, International Finance
Xceed Financial Credit Union November 2007 - Present
Skills
Customer Service, Leadership, Team Building, Banking, Credit, Loans, Nonprofits, Fundraising, Finance, Insurance, Community Outreach, Financial Analysis, Marketing
Education
State University of New York College at Cortland 1999 — 2001
Bachelor's Degree, Education/Teaching of Individuals in Elementary Special Education Programs
Finger Lakes Community College 1997 — 1999
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Staples Advantage March 2014 - Present
Transamerica Financial Solutions April 2013 - Present
Vault Mortgage April 2013 - March 2014
Xceed Financial Credit Union August 2010 - April 2013
Hoagies & Wings December 2007 - August 2010
Skills
Business Strategy, Business Development, Leadership, Interpersonal..., CRM, Loans, Banking, Credit, Retirement Planning, Mortgage Lending
Education
California State University Stanislaus 2005 — 2008
BA, Psychology
www.glendalefcu.org May 2013 - Present
Glendale Federal Credit Union July 2012 - May 2013
Glendale Federal Credit Union June 2009 - May 2013
KPMG Advisory 2007 - 2009
Xceed Financial Credit Union 2005 - 2007
Price Waterhouse 1997 - 2006
Skills
Financial Analysis, Risk Management, Finance, Internal Controls, Auditing, Accounting, Process Improvement, Internal Audit, Forecasting, Budgets, Managerial Finance, Analysis, Leadership, Sarbanes-Oxley Act, Management, Business Planning, Banking, Credit, Loans, Financial Statements, Financial Services
Education
University of California, Los Angeles 2008 — 2008
Certified Public Accountant 2008, CPA
Franklin University 2000 — 2002
Bachelor of Science, Accounting
Ain Shams University 1994 — 1998
bachelor of Science, Bachelor of Science in Accounting
KeyCorp June 2014 - Present
Xceed Financial Credit Union June 2008 - April 2014
Sutherland Global Services February 2008 - June 2008
New England Financial, A MetLife Company July 2007 - March 2008
New York Life Insurance Company June 2006 - July 2007
White Directory Publishers June 2004 - June 2006
IKON Office Solutions February 1998 - December 2003
OfficeMax October 1994 - December 1997
Skills
Series 7, Series 6, Series 66, Series 63, Investments, Retirement Planning, Insurance, Financial Services, Sales, Securities, Mutual Funds, Finance, Operational Planning, CRM, Referrals, Loans, Consulting, Demonstration, Mortgage Lending, Banking, Customer Service, Consumer Lending, Retail Banking, Life Insurance, Account Management, Territory Development, Territory Growth, Credit, Interviews, Hiring Employees, Training, Management, Production Managment, Credit Cards, Mortgage Banking, Credit Analysis, Retirement, Fixed Annuities, Team Building, Credit Unions, Coaching, Evaluation, Territory Management, Time Management, Loan Origination, Marketing, Cross Selling, Online Marketing, Relationship Management, Human Resources
Education
Campbell University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
Monroe Community College 1995 — 1996
Certificate, Small Business Administration/Management
Family First of NY Federal Credit Union July 2015 - Present
Family First of NY Federal Credit Union November 2011 - June 2015
Family First of NY Federal Credit Union October 2009 - November 2011
Xceed Financial Credit Union June 2006 - October 2009
Skills
Microsoft Excel, Banking, Loans, Credit, Microsoft Office, Customer Service, Credit Analysis, Financial Services, Consumer Lending, Mortgage Lending, Non-profits, Microsoft Word, Outlook, Loan Origination, Mortgage Banking, Real Estate, PowerPoint, First Time Home Buyers, Refinance
Education
State University of New York College at Geneseo 2003 — 2006
Bachelor of Arts, Music Theory
Rochester General Health System May 2014 - Present
Rochester General Health System October 2011 - May 2014
Highland Hospital December 2010 - September 2011
Xceed Financial Credit Union May 2008 - September 2011
Skills
Nursing, Dialysis, Medical/Surgical, BLS, ACLS, Patient Education, Telemetry, Patient Safety, Medication..., Patient Advocacy, Hospitals, Inpatient, Cpr Certified, Epic Systems, Vital Signs, Nursing Care, Registered Nurses
Education
Genesee Community College 2012 — 2013
Associate's degree, Registered Nursing/Registered Nurse
The College at Brockport Rochester Educational Opportunity Center 2010 — 2011
License Practical Nurse
AppleOne Employment Services September 2014 - Present
Wings Financial Credit Union December 2008 - September 2010
Wings Financial Federal CU April 2003 - November 2008
U.S. First Credit Union August 2000 - March 2003
Xceed Financial Credit Union November 1994 - August 2000
Skills
Customer Service, Efficiency Improvement, Problem Solving, Teamwork, Troubleshooting, Listening Skills, Attention To Detail, Reliability, Excel, IRA's, Visual Basic, Consumer Lending, Word, Banking, Compliance, Financial Reporting, Outlook, Operations Management, Microsoft Excel, IRAs, Credit Cards, CRM, Loans, Microsoft Word, PowerPoint, Sales, Credit, Retail Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Masters, Information System Management, 3.9 GPA
Concordia University-Irvine 1987 — 1991
Bachelor of Arts, Math and Computers, Psychology
Connecting Mental Health and Education September 2011 - Present
Xceed Financial Credit Union 1997 - Present
Raleigh Steinbach, Psychotherapist Private Practice February 1977 - Present
Skills
Family Therapy, Child Development, Psychotherapy, Adolescents, Psychology, Credit Unions, Behavioral Health, Social Services, CBT, Executive Coaching, Coaching, Leadership Development, Group Therapy, Mental Health Counseling, Counseling Psychology, Google Groups, Self-esteem, Conflict Resolution, Crisis Intervention, Interventions, Mental Health, Life Transitions, Treatment, Grief Counseling, Crisis, Mindfulness, Young Adults, Case Management, Treatment of depression, Clinical Supervision
Education
Loyola Marymount University
Masters, Counselling Psychology
Mutual Diversified Employees Federal Credit Union August 2009 - Present
USC Credit Union September 2008 - May 2009
Xceed Financial Credit Union September 2007 - August 2008
Pacific Transportation Federal Credit Union April 2004 - September 2007
Downey Federal Credit Union April 2004 - September 2005
Mattel Federal Credit Union January 1990 - January 2004
Education
California State University-Dominguez Hills
BA, General/Business
Xceed Financial Credit Union September 2014 - Present
JPMorgan Chase June 2008 - December 2013
Countrywide Home Loans March 2006 - May 2008
Green Tree May 2004 - July 2005
Washington Mutual Bank March 1998 - March 2004
Skills
Mortgage Underwriting, Bankruptcy, Collections, Credit Risk, Financial Risk, Portfolio Management, Default, Analysis, Credit, Credit Analysis, Foreclosures, Loans, Investments, Mortgage Banking, Mortgage Lending, Loan Origination, Banking
Education
Los Angeles Valley College
1st United Services Credit Union August 2011 - Present
Silicon Valley BankO February 2011 - August 2011
Addison Avenue Federal Credit Union February 2010 - August 2010
Addison Avenue Federal Credit Union February 2010 - August 2010
Xceed Financial Credit Union October 2009 - December 2009
ADP July 2008 - October 2009
Provident Credit Union April 2008 - July 2008
St. Mary's Credit Union April 2007 - March 2008
Sovereign Bank September 2000 - January 2007
Skills
Loans, Banking, Credit Analysis, Mortgage Lending, Retail Banking, Cross Selling, Responsible for..., Finance, Financial Services, Training, Credit, Consumer Lending, Management, Commercial Banking
Education
New England College of Business and Finance 2004 — 2005
Accounting
Xceed Financial Credit Union July 2015 - Present
JP Morgan Chase Bank N.A. October 2011 - July 2015
U.S. BANK October 2010 - July 2011
Indymac Bank March 2008 - September 2008
RMS INVESTMENTS March 2005 - March 2008
Citinet Mortgage March 2005 - March 2008
Bank of America February 2003 - March 2005
Skills
Customer Service, Leadership, Loans, Banking, Mortgage Lending, Sales, Credit, Financial Services, Finance
Education
Cerritos College 2000 — 2002
Warren High School 1996 — 2000
High School Diploma
Xceed Financial Credit Union May 2015 - Present
Skills
Leadership, Higher Education, Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teaching, Microsoft Excel, Student Affairs, Social Media, SPSS, Event Planning, Statistics, Critical Thinking, Editing, Student Development, Facebook, Customer Service, Teamwork, Community Outreach, Data Analysis, Qualitative Research, Financial Analysis, Website Development
Education
State University of New York College at Brockport 2009 — 2013
Bachelors of Science, Business Administration and Management, General
State University of New York College at Brockport 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Skilled Nursing Pharmacy November 2014 - Present
Pick-n-Pull June 2013 - August 2014
Xceed Financial Credit Union January 2011 - June 2011
Specialty’s CafI & Bakery November 2010 - January 2011
Chetco Federal Credit Union May 2008 - August 2010
Fred Meyers July 2005 - July 2007
Comfort Inn and Suites September 2003 - June 2005
Skills
Customer Service, Banking, Spanish, Accounting, Auditing, Cross Selling, Payments, Outlook, Microsoft Word, Microsoft Excel, Credit, Microsoft Office
Education
BioHealth College 2010 — 2011
Pharmacy Technician Liscense, Pharmacy Technician
BioHealth College 2010 — 2011
Pharmacy Technician (Diploma, process
Del Norte High School 2001 — 2004
High School Diploma
20th Century Fox July 2015 - Present
The Hollywood Roosevelt October 2014 - April 2015
20th Century Fox 2015 - 2015
20th Century Fox 2015 - 2015
Xceed Financial Credit Union March 2014 - August 2014
Partner Energy, Inc. June 2013 - September 2013
Josephson Academy of Gymnastics (JAG) July 2007 - August 2010
Skills
Communication,...
Education
Brown University 2009 — 2013
AB, English
The Marlborough School 2003 — 2009
Xceed Financial Credit Union October 2014 - Present
Global Enterprise Resource Group October 2014 - Present
The Affinity Advisory Group, LLC January 2012 - October 2014
Fontenay September 2008 - October 2014
Enterprise Rent-A-Car June 2003 - February 2007
Bank of America April 2000 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Negotiation, Budgets, Strategic Planning, New Business Development, Contract Negotiation, Team Building, Retail, Marketing Strategy, Sales Management, Management, Marketing
Education
University of San Diego 1999 — 2003
Bachelor of Business Administration, Marketing and Finance
University of Phoenix June 2014 - Present
Fresh Lifelines for Youth (FLY) December 2013 - Present
Common Wealth Central Credit Union December 2012 - June 2014
Xceed Financial Credit Union 2011 - December 2012
Meriwest Credit Union March 2005 - December 2010
Wells Fargo July 2001 - January 2005
Skills
Banking, Credit, Customer Satisfaction, Fundraising, Loans, Mortgage Lending, Retail Banking, Team Building, Team Leadership, Consumer Lending, Credit Analysis, Leadership, Risk Management, Management, Customer Service, Finance, Microsoft Office, Time Management, Sales, Public Speaking, Leadership Development, Social Networking, Financial Services, Microsoft Word, Portfolio Management, Coaching, Cross Selling, Organizational..., Strategic Planning, Recruiting, Business Development, Nonprofits, Human Resources, Underwriting, Research
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Psychology
F&A Federal Credit Union February 2015 - Present
Financial Partners Credit Union December 2010 - February 2015
Xceed Financial Credit Union January 2008 - December 2010
CCUl Events 2005 - 2009
Kinecta Federal Credit Union February 2004 - January 2008
Skills
Credit Unions, Banking, Marketing, Loans, Portfolio Management, Financial Services, Credit, Business Development, Management, Strategic Planning, Executive Management, Consumer Lending, Loan Origination, Credit Cards, Mortgage Lending, Leadership, Risk Management, Finance, Strategy, Retail Banking, Team Building, Call Centers, Financial Analysis, Direct Marketing, Sales Management, Social Media Marketing, Development of..., Email Marketing, Analytics, Marketing Communications, Marketing Strategy, Digital Marketing
Education
University of Phoenix 2010 — 2012
MBA, Business Administration, Management and Operations
University of Phoenix 2005 — 2009
BS, Business Administration
Xceed Financial Credit Union 2013 - Present
Global Enterprise Resource Group 2013 - Present
SchoolsFirst Federal Credit Union 2010 - 2013
Driveway Financial Services 2007 - 2010
E-LOAN 2000 - 2007
Education
California State University-Long Beach
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
California State University-Long Beach
Bachelor’s Degree, Industrial Technology
Xceed Financial Credit Union November 2009 - Present
Coca-Cola Enterprises March 2009 - November 2009
The Beam Team June 2008 - March 2009
Verizon Wireless June 2006 - September 2007
Ferguson Enterprises February 2006 - June 2006
Adecco Staffing, USA April 2004 - February 2006
KiddieCorp, Inc. May 2000 - August 2003
Spherion October 2000 - January 2002
Skills
Customer Service, Social Media, Banking, Access, Facebook, Social Networking, Training, Loans, SDLC, System Testing, Interdepartmental..., Problem Solving, Web Chat, Online Help, Help Desk Support, Online Communications, Internet Troubleshooting, Computer Proficiency, Cross Selling, Microsoft Office, Internet, Sales, Organization, Twitter, User Interface, Windows, Web Applications, Merchandising, Forklift Operator, Leadership, Management, Financial Analysis, Team Building, Risk Management, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management and Finance
DeVry University-California 2012 — 2014
B.S. Business Management, Business Information Systems, 3.94
Long Beach City College 2002 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ingalls Computer Services May 2014 - Present
Xceed Financial Credit Union September 2012 - August 2015
Skills
Banking, Microsoft Office, Customer Service, Windows 8.1, Windows 7, Malware Removal, Skilled Multi-tasker, Problem Solving, Auditing, Organization Skills, Data Transfer, PC Tune-Ups, Sales, Credit Analysis, Risk Management, Retail Banking, Sales Management, Account Management, Credit, Management, Team Building, Training
Education
Monroe Community College 2004 — 2008
Associate's degree, Business Administration and Management, General
Monroe Community College 2004 — 2008
Associate's degree in Business Administration, Business
Credit Union Times March 2015 - Present
Xceed Financial Credit Union February 2013 - March 2015
Credit Union Times March 2011 - February 2013
Self-Employed July 2006 - February 2013
CSC August 2011 - December 2012
Patch.com September 2010 - June 2011
Avista Solutions, Inc. December 2008 - July 2009
Stir Publishing July 2008 - November 2008
American Press September 2006 - November 2007
PDX Magazine August 2005 - August 2006
Skills
Financial Reporting, Business Reporting, Creative Writing, Press Releases, Newsletters, Photography, Online Journalism, Transcribing, Social Media, Editing, Blogging, Journalism, Copy Editing, Public Relations, Copywriting, Report Writing, Marketing Communications, Event Planning, Storytelling, Public Speaking, Email Marketing, Digital Marketing
Education
University of Oregon 2001 — 2005
B.A., Journalism: Magazine
Los Angeles Christian Health Center May 2015 - Present
Fuller Theological Seminary October 2013 - Present
Fuller Theological Seminary August 2014 - Present
Fuller Theological Seminary September 2014 - December 2014
Lake Avenue Church June 2014 - December 2014
Children's Hospital Los Angeles CHLA July 2012 - September 2013
Xceed Financial Credit Union February 2012 - June 2012
Los Angeles Trade Technical College February 2012 - May 2012
Los Angeles City College August 2011 - May 2012
CoachArt August 2011 - December 2011
Skills
Blogging, Social Networking, Social Media, Nonprofits, Editing, Microsoft Office, Social Media Marketing, Newsletters, Community Outreach, Creative Direction, Spanish, Research, Photoshop, PowerPoint, Public Speaking, Facebook, Online Marketing, Fundraising, Microsoft Word, Microsoft Excel, Teaching, Non-profits, HTML, Photography, Graphic Design, Web Design, Marketing Communications, Adobe Creative Suite, Outlook, Advertising, Copywriting, InDesign, Windows, Adobe Acrobat, Training, Online Communications, Writing, Excel, Customer Service, Marketing Strategy, CSS, Strategic Planning, Illustrator, Problem Solving, Case Conceptualization, Therapy, Mental Health Counseling
Education
Fuller Theological Seminary 2013 — 2015
MSMFT, Marriage and Family Therapy/Counseling
Goucher College 2004 — 2008
B.A., Spanish, Art
Los Angeles City College 2011 — 2011
Art, Psychology, Korean
Universidad de Salamanca 2006 — 2006
Study Abroad, Spanish
Rhodes Consulting Group April 2011 - Present
Valdera Properties, LLC October 2012 - Present
Xceed Financial Credit Union August 2009 - January 2011
M&T Bank December 2002 - April 2009
M&T Bank April 1999 - December 2002
Skills
Securities, Strategic Planning, Marketing, Consulting, Start-ups, Investments, Life, Accident, and..., Series 6, Series 7, Series 24, Series 63, Series 65, Retirement Planning, Entrepreneurship, Leadership, Business Planning, Insurance, Finance, Training, Management, Portfolio Management, Project Management
Education
State University of New York at Binghamton 1988 — 1989
M.A., Public Policy Analysis
State University of New York at Binghamton 1984 — 1988
B.A., Economics and Political Science
USI Insurance Services July 2012 - Present
USI Insurance Services January 2012 - July 2012
Xceed Financial Credit Union February 2009 - December 2011
Credit Union of Texas August 2008 - February 2009
Skills
Citrix Metaframe, Check 21, Cash Handling, Banking, Word, Excel, Outlook, Customer Service, Customer Relations, Insurance
Education
University of North Texas 2008 — 2012
BBA, Risk Management and Insurance
University of North Texas 2008 — 2012
B.S, Risk Management and Insurance
Collin County Community College 2007 — 2008
Xceed Financial Credit Union September 2010 - Present
Xceed Financial Credit Union November 2002 - Present
Experian February 1998 - June 2002
Consumer Credit Counseling Service of Greater Dallas March 1996 - January 2000
Skills
Public Speaking, Budgeting, Education, Estate Planning, Strategic Planning, Mortgage Lending, Marketing Strategy, Budgets, Insurance, Credit Unions, Financial Services, Program Management, Consumer Lending, Training, Risk Management, Banking, Employee Benefits, New Business Development, Credit, Fixed Annuities, Business Development, Life Insurance, Process Improvement, Financial Analysis, Strategic Financial...
Education
Mountain View College
Associate of Arts and Sciences (A.A.S.)
University of North Texas
Xceed Financial Credit Union February 2009 - Present
Xceed Financial Credit Union February 2009 - Present
Macy's/Estee February 2005 - February 2009
Skills
Credit, Loans, Outlook, Microsoft Office, Teamwork, Budgets, Retail Banking, Customer Service, Sales, Banking, Customer Satisfaction, Financial Services, Recruiting, PowerPoint, Retail, Time Management
Education
SUNY Brockport 2006 — 2009
Bachelors Degree, Health Science
State University of New York College at Brockport 2006 — 2008
Bachelors, Health Science
Monroe Community College 2004 — 2006
Liberal Arts of Science
HM Executive Homes Inc. December 2008 - Present
Senior Care Centers Health and Rehabilitation June 2013 - May 2014
Nissan North America August 2012 - June 2013
Texas Credit Union League February 2011 - July 2012
View Point Bank December 2002 - July 2004
Omni American Credit Union April 2000 - November 2002
Xceed Financial Credit Union September 1998 - April 2000
Skills
Customer Service, Management, Consumer Lending, Accounting, Banking, Auditing, Analysis, Financial Services, Financial Analysis, Internal Controls, GAAP, Portfolio Management, Loans, Financial Reporting, Financial Statements, Finance, Account Reconciliation
Education
The University of Texas at Dallas 2006 — 2009
Accounting
National University 1991 — 1992
MBA, Financial Management
San Diego State University-California State University 1987 — 1990
Bachelor of Science, Finance
Reingold, Inc. August 2014 - Present
Reingold, Inc. January 2014 - May 2014
Reingold, Inc. May 2013 - December 2013
Edelman November 2012 - December 2012
City Sports April 2012 - August 2012
George Washington University January 2012 - May 2012
Innovaro September 2011 - December 2011
Xceed Financial Credit Union June 2011 - August 2011
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
Xceed Financial Credit Union May 2012 - Present
Angel Care Real Estate Solutions, LLC 2005 - January 2012
Skills
Negotiation, New Business Development, Team Building, Real Estate, Sales Management, Marketing, Sales, Fundraising, Investment Properties, First Time Home Buyers, Customer Service, Training, Microsoft Word, Leadership, Account Management, Foreclosures, Short Sales, Business Planning, Selling, Strategic Planning, REO, Contract Negotiation, Entrepreneurship, Small Business, Public Speaking
Education
University of California, Los Angeles 1989 — 1993
Chemistry
Marketing Association of Credit Unions May 2015 - Present
Xceed Financial Credit Union March 2015 - Present
Skills
Social Media Marketing, Digital Marketing, Marketing Communications, Email Marketing, Integrated Marketing, Marketing Strategy, Brand Management, Social Media, Google Analytics, Advertising, Online Advertising, Marketing, Digital Strategy, Direct Marketing, Copywriting, SEO, Interactive Marketing, Market Research, Project Management, Event Management, Product Marketing, Direct Mail, Sales
Education
California State University-Long Beach 2015 — 2017
MBA
Alabama State University 2002 — 2006
BS, Marketing
Xceed Financial Credit Union October 2007 - Present
Nothnagle Realtors April 2000 - October 2006
Skills
CRM, Management, Investments, Mortgage Lending, Loans, Finance, Real Estate, Financial Analysis, Leadership, New Business Development, Banking, Training, Strategic Planning, Sales
Education
Nazareth College of Rochester
Bachelor's degree, Psychology with Education minor
Western Federal Credit Union November 2011 - Present
Xceed Financial Credit Union 2008 - November 2011
Credit Union of Southern California February 2006 - August 2007
FAA First Federal Credit Union September 1999 - February 2006
Member Research January 1999 - September 1999
Hughes Aircraft Employees Federal Credit Union March 1997 - January 1999
Skills
Financial Services, Email Marketing, Marketing, Retail Banking, Social Media Marketing, Direct Marketing, Art Direction, Online Marketing, Banking, E-commerce, Social Media, Marketing Strategy, Digital Marketing, Integrated Marketing, Google Analytics, Advertising, Direct Mail, Brand Development, Marketing Communications
Education
California State University-Long Beach 1985 — 1989
Bachelor of Fine Arts, Fine Art
Global Enterprise Resource Group March 2015 - Present
Xceed Financial Credit Union October 2011 - Present
Xceed Financial Credit Union October 2007 - September 2011
Kinecta Federal Credit Union 1999 - 2007
Skills
Banking, Credit Unions, Consumer Lending, Mortgage Lending, Credit Cards, Risk Management, Retail Banking, Vendor Management, Strategic Planning, Small Business Lending, Commercial Lending, Investments, Financial Services, ACH, Financial Analysis, Portfolio Management, Team Building, Debit Cards, Process Improvement, Budgets, Credit Analysis, Strategy, Innovation, Executive Management
Education
California State University-Fullerton
Wescom Credit Union September 2014 - Present
Samaha and Associates June 2011 - September 2014
Xceed Financial Credit Union November 2008 - June 2011
Xceed Financial Credit Union January 2008 - December 2009
Evangelical Christian Credit Union 2003 - 2008
Skills
Loans, Strategic Planning, Banking, Vendor Management
Education
California State University-Fullerton
Master of Business Administration (MBA)
Biola University
Bachelor of Arts (BA), Christian Education
Living Spaces Furniture April 2014 - Present
Xceed Financial Credit Union October 2011 - Present
Xceed Financial Credit Union June 2005 - October 2011
Kinecta Federal Credit Union February 2003 - June 2004
Skills
Loans, Banking, Credit Cards, Customer Service, Investments, Retail Banking, Credit, Microsoft Excel, Outlook, Microsoft Office, Strategic Financial..., Financial Analysis, Credit Unions, Small Business Lending, Financial Services, Team Building, Commercial Lending, Consumer Lending, Management, Risk Management
Education
California State University-Dominguez Hills 2003 — 2007
Marketing
BALANCE/Consumer Credit Counseling Service of San Francisco April 2014 - Present
Xceed Financial Credit Union July 2007 - April 2014
Kinecta Federal Credit Union 2003 - 2007
KMG Consulting 2000 - 2003
Provident Central Credit Union 1999 - 2000
Orange County's Credit Union 1999 - 1999
CommonWealth Central Credit Union 1995 - 1999
Skills
Strategic Planning, Business Development, Strategy, Process Improvement, Marketing Strategy, Executive Management, Human Resources, Management, Banking, Marketing Management, Public Relations, Branding & Identity, Leadership, Advertising, Financial Services, Direct Marketing, Product Development, Organizational..., Mentoring, Risk Management, Marketing
Education
Chapman University
Master of Arts
University of California, Riverside
Bachelor of Arts
CUES CEO Institute
Certified Chief Executive
CUES Marketing Institute
Certified Marketing Executive
Xceed Financial Credit Union 2007 - Present
Skills
Mortgage Lending, Real Estate, Loans, Credit
Education
Fairfield University
Masters Program Psychology
Nazareth College of Rochester
Bachelor of Education (B.Ed.), Psychology
OneWest Bank 2010 - Present
First Federal Bank of California September 2007 - April 2010
Xceed Financial Credit Union 2002 - 2007
Skills
Credit, Banking, Loans, Vendor Management, Customer Service, Risk Management, Retail Banking, Outlook, Mortgage Lending, Sales, Financial Analysis, Performance Management, Investments, Coaching, Software Documentation
Education
University of California, Berkeley 1997 — 2001
B.A., Business Communication
Arbonne International August 2012 - Present
Xceed Financial Credit Union July 2010 - August 2012
Smart and Final January 2008 - January 2009
KPMG January 2005 - July 2007
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, General Ledger, GAAP, Auditing, Internal Audit, Financial Analysis, Sarbanes-Oxley, Internal Controls, Financial Modeling, Financial Accounting, Forecasting, Finance, Variance Analysis, Consolidation
Education
University of California, Los Angeles 2000 — 2005
BA, Business Economics and Accounting
Edison Financial Credit Union January 2010 - Present
Xceed Financial Credit Union July 2008 - August 2009
Rochester Federal Credit Union October 2004 - July 2008
MetroPacific Community Credit union June 2002 - July 2004
Wegmans Food Markets January 1976 - December 2000
Skills
Managerial Finance, Banking, Strategic Financial..., Financial Analysis, Risk Management, Consumer Lending, Retail Banking
Education
Cornell University
B.S., Business
Xceed Financial Credit Union April 2015 - Present
Xceed Financial Credit Union August 2014 - Present
First Niagara Bank May 2012 - January 2014
HSBC March 2010 - May 2012
Northwestern Mutual Financial Network December 2008 - July 2009
Delta Sonic September 2005 - January 2009
Skills
Retirement Planning, Life Insurance, Finance, Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Financial Analysis, Wealth Management, Sales, Relationship Management, Financial Services, Risk Management, Loan Origination, Retail Banking, Consumer Lending, Small Business Lending, Cross Selling, Refinance
Education
Nazareth College of Rochester 2013 — 2015
Master of Science (MS), Managememt
State University of New York College at Brockport 2006 — 2009
Bachelor's degree, Finance, General
Monroe Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
CIT March 2015 - Present
OneWest Bank October 2014 - Present
Xceed Financial Credit Union October 2009 - February 2013
Xceed Financial Credit Union April 2007 - October 2009
Kinecta Federal Credit Union January 2001 - December 2006
PayMyBills.Com/PayMe.com May 2000 - November 2000
Old Kent Bank June 1999 - November 1999
Washington Mutual (formerly Home Savings of America) December 1997 - May 1999
Washington Mutual (formerly Great Western Bank) March 1996 - December 1997
Great Western Bank July 1986 - March 1996
Skills
Banking, Risk Management, Credit Unions, Credit, Executive Management, Financial Services, Credit Cards, Loans, Consumer Lending, Vendor Management, Retail Banking, Process Improvement, Budgets, Loan Origination, Mortgage Banking, ACH, Team Building, Portfolio Management, Financial Risk, Financial Analysis, Strategic Planning, Mortgage Lending, Commercial Lending, Small Business Lending, Cash Management, Credit Analysis, Underwriting, Finance, Credit Risk, Relationship Management, Strategic Financial..., Transactional Banking, Transaction Processing, Facilities Management, Project Management, Payment Systems, Business Process..., Leadership, Management, Consulting, Strategy, Payments, Operational Risk..., Bank Secrecy Act, Analysis, Regulatory Compliance, Mergers & Acquisitions, Customer Service
Education
California State University-Los Angeles 1990 — 1992
Business Administration
Xceed Financial Credit Union February 2000 - Present
UCLA Olympic Laboratory June 1999 - January 2000
Education
California State University-Long Beach 1995 — 1999
B.S, Microbiology, Chemistry
CORE Credit Union June 2015 - Present
Xceed Financial Credit Union March 1998 - December 2014
Seach Capital Group 1997 - 1998
Shelter Insurance Companies 1992 - 1997
ITT Consumer Financial Corp 1987 - 1992
Skills
Banking, Financial Services, Credit Cards, Loans, Retail Banking, Marketing Strategy, Consumer Lending, Mortgage Lending, Investments, Credit, Team Building, Leadership, Mortgage Banking, Loan Origination, Mutual Funds, Portfolio Management, Series 7, Series 63
Education
Drury University 1983 — 1987
Bachelor's degree, Business Administration, Communications
CFCU Community Credit Union January 2015 - Present
Easter Seals New York Western Region July 2014 - Present
Easter Seals of NY 2013 - Present
Xceed Financial Credit Union August 2011 - January 2015
Seneca Park Zoo Society 2008 - January 2015
Xceed Financial Credit Union September 2008 - July 2011
Paychex, Inc. 2005 - 2007
Skills
Customer Relations, Customer Service, Team Building, Strategic Planning, Banking, Sales Management, Direct Sales, Inside Sales, Account Management, Sales, Leadership, Business Strategy, Business Development, Management, Financial Analysis, Finance, Budgets, Coaching for Excellence, Training
Education
State University of New York College at Geneseo 1999 — 2005
B.A., Geography
SKYONE FEDERAL CREDIT UNION September 2009 - Present
Xceed Financial Credit Union January 1996 - September 2009
AMERICAN BUILDING MAINTENANCE COMPANY January 1995 - January 1996
PEDUS SERVICE January 1992 - January 1995
Skills
Dreamweaver, HTML, Flash, WebTrends, Google Analytics, Databases, Access, Excel, SQL, Word, Photoshop, OSI, MCIF, Symitar, PowerPoint, Digital Insight, Documatix, Microsoft Excel
Education
Penn State University 1988 — 1990
MBA, Market Research/Database Administration
University of California, Los Angeles 1982 — 1987
BS, Economics/Systems Science
Xerox Corporation February 2014 - Present
Fuel TV October 2011 - October 2013
U.S. Department of Justice February 2010 - October 2011
Xceed Financial Credit Union October 2007 - March 2009
Lake Trust Credit Union December 1997 - October 2007
Warner Home Video 1995 - 1997
Sanwa Bank California 1988 - 1995
Skills
Financial Analysis, Variance Analysis, Forecasting, Budgets, Financial Reporting, Finance, Accounting
Education
Wayne State University Law School 1998 — 2003
J.D., Law
California State University-Northridge 1989 — 1993
MBA, Business
Michigan State University 1983 — 1987
B.A., Finance
Xceed Financial Credit Union December 2013 - Present
Xceed Financial Credit Union February 2008 - December 2013
Azteca America 2006 - 2008
Regus January 2004 - November 2005
Skills
Budgets, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Vendor Management, Inventory Management, Contract Negotiation, Negotiation, Payroll, Recruiting, Team Building, Process Improvement, Marketing
Education
California State University-Dominguez Hills
BA
Technicolor August 2015 - Present
Walmart eCommerce June 2014 - December 2014
Deloitte February 2013 - June 2014
NBC Universal July 2011 - January 2013
NBC Universal August 2008 - July 2011
Total Resources International, Inc. January 2011 - April 2011
Xceed Financial Credit Union August 2010 - December 2010
3M Pharmaceuticals July 2007 - August 2008
3M July 2006 - July 2007
RBC Tile & Stone January 2007 - May 2007
Skills
DFSS, Six Sigma, Lean Manufacturing, Training, Project Management, Inventory Management, Cross-functional Team..., Project Planning, Data Analysis, Process Improvement, Microsoft Office, Supply Chain, Supply Chain Management, SAP, Forecasting, Strategic Planning, Leadership, Microsoft Excel, PowerPoint, Management, Continuous Improvement, Procurement, Manufacturing, Strategy, Logistics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Business Administration and Management, General
University of St. Thomas 2003 — 2007
BA, Operations Management
NAES Corporation March 2008 - Present
T-Mobile February 2004 - October 2007
Xceed Financial Credit Union April 1998 - February 2004
Skills
Accounting, Financial Reporting, Accounts Payable, General Ledger, Account Reconciliation, Accounts Receivable, Internal Controls, Auditing, Financial Analysis, Payroll, Financial Accounting, Budgets, Forecasting, Cost Accounting, Financial Statements
Education
City University
Accounting and Finance
Golden West College
Accounting and Finance
Picatinny Federal Credit Union March 2008 - Present
Xceed Financial Credit Union May 1999 - March 2008
Skills
Banking, Mortgage Lending, Credit, Financial Services, Loans, Retail Banking, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Credit Cards, Sales Management, Customer Service, Executive Management, Underwriting, Credit Unions, Financial Institutions, Cross Selling, Mortgage Banking, Portfolio Management, Loan Origination
Education
Montclair State University 1986 — 1990
BS, Business Administration
Xceed Financial Credit Union March 2012 - Present
Continental Federal Credit Union May 2007 - 2008
Continental Federal Credit Union December 1999 - 2007
Skills
Team Building, Project Management, Banking, Executive Management, Operations Management, Credit Unions, Management, Sales, Loans, Call Centers, Credit, Integration, Consumer Lending, Customer Service
Education
El Camino College 1971 — 1976
First Financial Credit Union November 2012 - Present
Xceed Financial Credit Union September 2011 - November 2012
Aerospace Federal Credit Union June 2007 - September 2011
Altura Credit Union September 2005 - June 2007
Skills
Banking, Loans, Active Directory, Credit, Network Security, Microsoft Office, Customer Service, Strategic Planning, Retail Banking, Credit Cards, Vendor Management, Risk Management
Education
California State University-Los Angeles
BS, Information Technology
Wells Fargo Home Mortgage July 2012 - Present
Xceed Financial Credit Union June 2009 - June 2012
CRASH Network 2011 - 2011
HSBC 2006 - May 2009
Skills
Customer Service, Customer Relations, Excel, Access, Problem Solving, Microsoft Office, Sales Management, Time Management, Banking, Hospitality, Team Leadership, Underwriting
Education
Rochester Institute of Technology 2003 — 2008
BS, International Business and Marketing
The Affinity Advisory Group, LLC January 2013 - Present
Xceed Financial Credit Union March 2011 - November 2012
Financial Partners Credit Union July 2010 - March 2011
Skills
Mortgage Lending, Real Estate, Loans, Loan Origination, Underwriting, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Commercial Lending, Banking, Commercial Banking, Credit Risk, Consumer Lending, Retail Banking
Education
El Camino College
Business Administration and Management, General
EOS CCA February 2011 - Present
Pavilion Gift Company March 2010 - February 2011
J P Morgan Chase, July 2009 - March 2010
Xceed Financial Credit Union July 2008 - July 2009
University of Rochester/Strong Memorial Hospital October 2007 - December 2007
University of Rochester-School of Nursing March 2007 - September 2007
Citibank Student Loans 2001 - 2007
Xerox Engineering Services August 1999 - February 2001
Citibank Student Loan Corporation January 1991 - August 1999
Skills
Call Center, Relationship Management, Customer Service, Process Improvement, Banking, Team Building, Coaching
Education
State University of New York College at Brockport 1979 — 1983
BS, Techical Theater
Stutman Treister & Glatt September 2011 - August 2014
Xceed Financial Credit Union March 2011 - August 2011
EngTech International - 北京市东城区安定门京宝大厦308室 October 2010 - February 2011
Bank of New York Mellon August 2004 - September 2010
Motown Records April 1999 - August 2003
Absolute Entertainment - Al B. Sure 2002 - 2003
Law Offices January 1990 - July 1999
Skills
Administrative..., Access, Management, Customer Service, Process Scheduler, Strategy, Policy, Accounting, Software Documentation, Project Management, Public Speaking, Outlook, Human Resources, Training, Employee Relations, Analysis, Recruiting, Contract Negotiation, Administration, Process Improvement, Time Management, Budgets, Team Leadership, Microsoft Excel, System Administration, Microsoft Word, Risk Management, Team Building, Leadership, Vendor Management, PowerPoint, Supervisory Skills, Event Planning, Customer Satisfaction, Coaching
Education
San Antonio College
n/a
Xceed Financial Credit Union August 2015 - Present
Xceed Financial Credit Union June 2014 - Present
Xceed Financial Credit Union 2008 - June 2014
Xceed Financial Credit Union 2005 - 2008
Xceed Financial Credit Union September 2002 - 2005
Education
Rochester Institute of Technology 1998 — 2002
BFA, Illustration
Xceed Financial Credit Union June 2009 - January 2012
Swift Attorney Service February 2007 - June 2009
Wells Fargo Bank April 2006 - January 2007
Gap Inc November 2005 - September 2006
Orchard Supply Hardware August 2003 - November 2005
Education
College of San Mateo 2003 — 2005
Associates, General Education
Xceed Financial Credit Union June 1994 - Present
Skills
Investments, Financial Analysis, Consumer Lending, Credit Cards, Retail Banking, Loans, Risk Management, Outlook, Microsoft Excel, Mortgage Lending, Banking, Credit, Credit Unions, Vendor Management, Customer Service
Education
University of Phoenix 1997 — 2000
Bachelors, Business
Bourns Employees Federal Credit Union October 2005 - Present
Xceed Financial Credit Union June 1996 - October 2005
Skills
Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Collections, Loan Servicing, Loan Modifications, Management, Financial Statements, Executive Management, Banking, Financial Analysis
Education
California State University-Dominguez Hills 1995 — 2005
Mathematics
El Camino College 1991 — 1995
Associate of Science (A.S.), Accounting
Xceed Financial Credit Union September 2005 - Present
Education
University of California, Los Angeles 2000 — 2002
Bachelor's degree, Business Economics