Heritage Bank Dec 2017 - Feb 2019
Senior Vice President, Senior Commercial Banking Credit Officer
Keybank Oct 2015 - Dec 2017
Underwriting Team Lead, Vice President
Keybank Sep 2013 - Oct 2015
Credit Associate, Senior Underwriter, Assistant Vice President
Keybank Oct 2009 - Sep 2013
Asset Manager, Assistant Vice President
Keybank Jul 2004 - Oct 2009
Service Officer
Education:
Pacific Coast Banking School 2016 - 2018
Colorado State University 2011 - 2014
Master of Business Administration, Masters, Business
University of Washington 2007 - 2009
Associates, Bachelors, Bachelor of Arts, Business Administration, Business
Cordova High School 1996 - 2000
Skills:
Credit Loans Commercial Lending Commercial Banking Financial Analysis Underwriting Credit Analysis Portfolio Management Investments Credit Risk Due Diligence Banking Real Estate Finance Management Real Estate Financing Real Estate Economics Risk Management Asset Management Small Business Lending Lines of Credit Consumer Lending Mortgage Lending Lihtc Affordable Housing New Markets Tax Credits Commercial Mortgages Loan Servicing Financial Structuring Retail Banking Project Management Real Estate Development Investment Properties Loan Origination Property Management Construction Loans Commercial Real Estate Analysis Financial Modeling Leadership Construction Management Investment Funds Relationship Management
Cielo Vista Elementary School Rancho Santa Margarita CA 1990-1991, Rancho Santa Margarita Intermediate School Rancho Santa Margarita CA 1993-1994, Slover Mountain High School Colton CA 1995-1997