Experience

Citizens Business Bank

• United States
• Banking
• 700 & Above Employee

• SVP - Commercial Center Manager

  • Sep 2021 - Present

  Chino / Pomona Oversee the Chino and Pomona Commercial Centers managing the growth and profitability of over $1 billion in assets. We work with businesses in a variety of industries taking a consultative approach in helping them reach their financial and business needs.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• SVP / Business Acquisition Area Manager/ SBA Lender

  • Oct 2014 - Dec 2020

  Greater Los Angeles Area Oversaw a team of 10 commercial loan officers & business development officers within the Los Angeles and San Gabriel Valley with the objective of securing new business banking relationships with businesses that have sales between $5MM - $50MM. Consisting exceeded our targets in new relationships, revenue, lending, deposits, swaps, and treasury management. Additionally, I created strategic detailed tactic plans that have successfully created strong referral sources from internal bank partners… Show more Oversaw a team of 10 commercial loan officers & business development officers within the Los Angeles and San Gabriel Valley with the objective of securing new business banking relationships with businesses that have sales between $5MM - $50MM. Consisting exceeded our targets in new relationships, revenue, lending, deposits, swaps, and treasury management. Additionally, I created strategic detailed tactic plans that have successfully created strong referral sources from internal bank partners (wealth management, mortgage) and external centers of influence (CPA’s, CRE brokers). Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• VP / Business Banking, Relationship Manager, Area Manager

  • Oct 2012 - Oct 2014

  Pasadena Was the business banking unit manager with the overall responsibility for maintaining, expanding and attaining new business within our target market ($10MM to $30MM in sales). Oversaw a team of 10 including four senior relationship managers. Territories consist of the San Gabriel Valley and San Fernando Valley

• VP / Specialty Finance Manager

  • Jul 2010 - Oct 2012

  San Gabriel Valley / Inland Empire Oversaw the SBA and equipment loan production of 20 relationship managers. Manage the sales efforts and approved loan pipeline flow through closing. Territories were the San Gabriel and Inland Empire Market. Supported the RM’s with product knowledge, client negotiating, loan underwriting, and loan closing



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• VP / Senior Commercial Loan Officer / Senior Relationship Manager

  • May 2004 - Jul 2010

  San Gabriel Valley, Inland Empire Joined Wells Fargo as a Senior Relationship Manager with the responsibility to managed over 100 complex banking commercial loan and deposit relationship (Minimum $1MM in loans or deposits per relationship), with the objective to retain and expand existing business banking relationships, cross-selling addition lending, deposit, treasury management products and banking services. Other key responsibilities included the monitoring of a $50MM loan portfolio overseeing credit quality, loan covenant… Show more Joined Wells Fargo as a Senior Relationship Manager with the responsibility to managed over 100 complex banking commercial loan and deposit relationship (Minimum $1MM in loans or deposits per relationship), with the objective to retain and expand existing business banking relationships, cross-selling addition lending, deposit, treasury management products and banking services. Other key responsibilities included the monitoring of a $50MM loan portfolio overseeing credit quality, loan covenant monitoring, line renewals, new loan requests and financial performance of delinquent and slow paying loans. In September of 2006, I transition into a Senior Commercial Loan Officer with the objective of capturing (and underwriting) new commercial loan requests (between $250K to $10MM) through internal and external referral sources. I created an extensive marketing plan to maximize sales efforts which far exceeded my goals every quarterly as well as yearly. Show less



AAE Engineering

• CFO

  • May 2000 - Dec 2003

  Brea, California Worked directly with the executive team (CEO, COO, Sales and Marketing VP) in all aspects of the organization, developing and improving operations, workflows, job bids, budgeting, and forecasting. Spearheaded the implementation of a new ERP that was able to integrate new project costing (for project proposals), project profitability, employee profitability and accounting system and employee management all in one system. Created and provided reports to top management (Income statement… Show more Worked directly with the executive team (CEO, COO, Sales and Marketing VP) in all aspects of the organization, developing and improving operations, workflows, job bids, budgeting, and forecasting. Spearheaded the implementation of a new ERP that was able to integrate new project costing (for project proposals), project profitability, employee profitability and accounting system and employee management all in one system. Created and provided reports to top management (Income statement, balance sheets cash flow and cash position forecast, project profitability, forecast versus planned reports) with improvement action plans. Managed and supervised all aspects of Accounting, Budgeting, Forecasting, Finance & HR. Show less



Sanwa Bank

• VP / Branch Manager

  • May 1995 - May 2000

  Alhambra / Baldwin Park / Pico Rivera Brought in new SBA & Commercial loans exceeding objectives by 250%. Managed branch platform and operation staff in reaching sales and service goals. Updated and implement new marketing plans by study surrounding areas and forming tactical strategies. Strong community involvement in the Alhambra, Baldwin Park and Pico Rivera Chamber of Commerce's, and the Baldwin Park & Alhambra Rotary. Maintained and expand existing bank relationships. Was honored in 1996 &1998 with the… Show more Brought in new SBA & Commercial loans exceeding objectives by 250%. Managed branch platform and operation staff in reaching sales and service goals. Updated and implement new marketing plans by study surrounding areas and forming tactical strategies. Strong community involvement in the Alhambra, Baldwin Park and Pico Rivera Chamber of Commerce's, and the Baldwin Park & Alhambra Rotary. Maintained and expand existing bank relationships. Was honored in 1996 &1998 with the Presidents award for outstanding performance (2nd & 3rd Top Performing branches in California). Show less