Experience

• 

  Bank of Southern California

  • Santa Clarita, California, United States

  • SVP/Relationship Manager

    • Nov 2021 - Present
    • Santa Clarita, California, United States

• 

  BANK OF SANTA CLARITA

  • Santa Clarita, California, United States

  • Senior Vice President- Commercial Lending

    • Feb 2020 - Jan 2022
    • Santa Clarita, California, United States

    With over 30 years experience in commercial banking, Connie specializes in working with owners of small to mid-sized companies by providing financial solutions to help them achieve their business goals. She gains a full understanding of her client's business so that in addition to providing working capital, equipment, SBA or owner occupied/investor real estate financing, she can offer other products and services such as remote deposit, online banking, and deposit accounts to create a complete banking relationship.

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  California Bank& Trust

  • Greater Los Angeles Area

  • Vice President-Relationship Manager

    • Dec 2005 - Feb 2020
    • Greater Los Angeles Area

    Connie specializes in working with companies that have annual revenues of $15 to $200 million, and borrowing needs ranging from $2 million to $40 million. Examples of types of loans provided are asset based working capital lines, acquisition financing to purchase other companies, and real estate loans for owner/user commercial buildings and equipment financing. In addition, she provides treasury management, foreign exchange, letters of credit, and other banking products to clients as part of a complete banking relationship.

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  Comerica Bank

  • Sherman Oaks, CA

  • Vice President

    • May 1994 - Dec 2005
    • Sherman Oaks, CA

    Connie specialized in working with middle market companies with sales of $20 to $500 million amd borrowing needs of $2 million to $50 million. She was known for financing the working capital needs of owners/operators of long-term care facilities, primarily in Southern CA.

• 

  Union Bank

  • Beverly Hills, CA

  • Vice President

    • Dec 1981 - May 1994
    • Beverly Hills, CA

    Connie joined Union Bank in the credit training program working as a credit assistant, then credit manager supervising 15 people. She then attended credit school and was promoted to Junior Lender at the branch. She then was promoted to Assistant Vice President and Vice President in her more recent role. As Vice President, she handled financing for clients whose needs ranged from $100,000 to $3 million. Her team won the President's Club as one of the Top Performing commercial lending teams, nationwide. As a lender, Connie managed 60 relationships, primarily handling working lines of credit and high net worth personal lines of credit.