Experience

University of Hawaii at Manoa - School of Ocean and Earth Science and Technology
• United States
• Higher Education
• 1 - 100 Employee
• Admin and Fiscal Support

  • Jul 2017 - Present


UW Credit Union

• United States
• Banking
• 500 - 600 Employee

• Financial Specialist

  • Sep 2013 - Oct 2016

  Deliver a full range of products and services to members with an emphasis on acquiring, expanding and enriching member relationships Educate customers on financial matters and provide solutions based on the financial consultation – modernized financial consultations by building an excel quick reference and financial analysis workbook Evaluate financial and legal documents for legitimacy and compliance with risk mitigation policies, investor guidelines as well as all state and federal regulations Review vendor products (appraisals, title policies and purchase contracts) for accuracy and compliance with internal and external requirements Provide policy and procedure guidance to co-workers as a subject matter expert Maintain an advanced understanding of all relevant materials, policies, procedures, and regulations Show less



Bank Mutual

• United States
• Banking
• 100 - 200 Employee

• Bank Office Manager/Residential Loan Officer/Asst. V.P.

  • Aug 1998 - Oct 2011

  Administer and manage all functions of the bank branch including business development, promotions, security, supervision, and training of staff, sales performance, lending production as we as advanced dispute resolution Monitor, control and analyze daily operations to improve efficiency and maintain compliance with all bank policies, industry standards as well as state and federal regulations Conduct financial consultations to maximize the client’s financial position based on their needs, goals, circumstances, and best available products and services Evaluate financial and legal documentation for legitimacy and compliance Review vendor products (appraisals, title policies and purchase contracts) for accuracy and compliance Prepare for and respond to unscheduled internal branch audits Show less