Experience

Coastal Community Bank

• United States
• Banking
• 300 - 400 Employee

• ERM Program Analyst

  • Oct 2022 - Present



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• Risk Program Consultant

  • Jan 2022 - Oct 2022

  Portland, Oregon, United States

• VP, SBA Lending Support Manager

  • Oct 2019 - Jan 2022

  Portland, Oregon

• AVP, SBA Lending Support Manager

  • Sep 2017 - Oct 2019

  Portland, Oregon

• SBA Loan Servicing Team Leader

  • Sep 2016 - Sep 2017

  Portland, Oregon

• SBA Business Analyst

  • May 2016 - Sep 2016

  Portland, Oregon

• SBA Lending - Loan Assistant/Loan Servicing

  • Aug 2006 - May 2016

  Loan Servicing/Operations of SBA Lending Assists with merger and system conversion activities related to recent Sterling acquisition Helps internal and external customers with loan questions and servicing Manages the financial requests and reporting for over 600 loans Prepares incoming loan packages and servicing requests for underwriting Ensures compliance with bank and FDIC regulations on all new requests Sells loans to investors Reports loan participations to secondary… Show more Loan Servicing/Operations of SBA Lending Assists with merger and system conversion activities related to recent Sterling acquisition Helps internal and external customers with loan questions and servicing Manages the financial requests and reporting for over 600 loans Prepares incoming loan packages and servicing requests for underwriting Ensures compliance with bank and FDIC regulations on all new requests Sells loans to investors Reports loan participations to secondary market

• Loan Support Specialist

  • Jun 2005 - Aug 2006

  This position was in the Loan Documentation area of Loan Support Services. Creates documentation for loans as requested by lending staff, verifies requests reflect approvals, reviews documents created by other specialists, researches and corrects HMDA and CRA errors on monthly Compliance reports, assists other departments and projects as assigned.

• Records Mgmt Clerk/Imaging Specialist/HMDA & CRA Reporter

  • Apr 2004 - May 2005

  This position started as a Records Management Clerk in the file room. It expanded to working with the loan file imaging project and also to assist the Compliance Officer with HMDA and CRA reporting, data collection and auditing. Obtains and images loan files, audits imaged files for accuracy, maintains loan files, tracks insurance and collateral, assembles new loan files, insures that required documentation is in file, provides files to lending staff, data entry, reports and audits HMDA & CRA… Show more This position started as a Records Management Clerk in the file room. It expanded to working with the loan file imaging project and also to assist the Compliance Officer with HMDA and CRA reporting, data collection and auditing. Obtains and images loan files, audits imaged files for accuracy, maintains loan files, tracks insurance and collateral, assembles new loan files, insures that required documentation is in file, provides files to lending staff, data entry, reports and audits HMDA & CRA data, and other special projects as assigned.