Experience

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  Bank of Southern California

  • Irvine, CA

  • Senior Vice President

    • May 2013 - Apr 2023
    • Irvine, CA

    CalWest Bank fka South County Bank succession by merger to Bank of Southern California!

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  CalWest Bank fka South County Bank

  • Irvine, CA

  • Senior Vice President Portfolio Manager

    • 2013 - Jun 2020
    • Irvine, CA

    CalWest Bank fka South County Bank merged with Bank of Southern California June 1, 2020.South County Bank has the "We Care" attitude towards customers. Responsibilities include working with businesses in the small to mid-market range and assisting them with their commercial real estate financing needs, commercial & industrial finance, SBA loans, cash management and other credit needs.

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  Experience Unlimited Irvine Chapter

  • Irvine, CA

  • Executive Trainer

    • 2012 - 2013
    • Irvine, CA

    Trainer with Experience Unlimited Irvine, teaching Marketing the Brand of You! Trainer in career search related workshops for professional, managerial and technically skilled individuals. Experience Unlimited is a networking, training and advocacy non-profit organization for Orange County, California technical and management professionals in job transition.

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  CommerceWest Bank

  • Newport Beach, CA

  • Vice President Relationship Manager

    • Sep 2008 - Jun 2011
    • Newport Beach, CA

    Position entailed the management of a portfolio of business banking client relationships, with loan balances that totaled approximately $30 million and deposit balances around $27 million. Responsibilities also included the development of new commercial relationships comprised of deposit accounts, revolving lines of credit, commercial term loans, letters of credit, asset based lines of credit and commercial real estate loans, and the referral of retail and wealth management products. Community involvement included being a Loan Committee Member for the Small Business Financial Development Corporation of Orange County in Santa Ana. Member of Newport Beach Chamber of Commerce and Beach Cities BNI of San Clemente.

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  Cal National Bank

  • Newport Beach, CA

  • Vice President, Relationship Manager

    • 2006 - 2008
    • Newport Beach, CA

    Duties were to create and manage a portfolio of commercial & industrial relationships. Responsibilities included marketing to businesses in the small to mid-market range, deposit growth, client retention, portfolio management, commercial loan underwriting. Was responsible for the generation of over $10 Million in new loan commitments, with compensating balances. Additionally, served as a Loan Committee Member for the Small Business Financial Development Corporation of Orange County in Santa Ana.

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  Del Mar Realty & Investments

  • South Orange County, CA

  • Realtor

    • 2002 - 2006
    • South Orange County, CA

    O C Realtor successful in working with buyers and sellers. Strong communication and negotiation skills contributed to outstanding guidance through escrow for buyers and sellers.

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  U. S. Bank, formerly Southern California Bank, formerly National Bank of Southern California

  • Orange County, California Area

  • Relationship Manager

    • 1995 - 2002
    • Orange County, California Area

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  Wells Fargo

  • Santa Ana, CA

  • Senior Residential Underwriter

    • 1994 - 1995
    • Santa Ana, CA

    Residential Underwriter for WFB, responsible for underwriting highly complex purchase and refinance transactions for high net worth individuals, real estate investors, and/or borrowers that owned Corporations, Partnerships, LLCs, etc.

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  Coldwell Banker Residential Brokerage

  • South Orange County, CA

  • Realtor

    • 1991 - 1993
    • South Orange County, CA

    O C Realtor successful in working with buyers and sellers. Strong communication and negotiation skills contributed to outstanding guidance through escrow for buyers and sellers.

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  Huntington National Bank CA

  • Huntington Beach, CA

  • Relationship Manager

    • 1990 - 1991
    • Huntington Beach, CA

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  Liberty National Bank

  • Huntinton Beach, CA

  • Portfolio Manager

    • 1988 - 1990
    • Huntinton Beach, CA

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  Security Pacific National Bank

  • Orange County, California Area

  • Assistant Vice President

    • 1981 - 1988
    • Orange County, California Area

    Graduated from SPNB's Management Training Program in September 1981. Commercial credit training included Credit 1, Credit 1.5, Credit 2, Credit 2.5 and Credit 3 - Omega Cash Flow Course. Clientele included high net worth individuals and small to mid sized businesses.