Experience

Community Partners for Affordable Housing
• United States
• Housing and Community Development
• 1 - 100 Employee
• Director of Housing

  • Jan 2018 - Present


Pacific Continental Bank

• United States
• Banking
• 1 - 100 Employee

• Commercial Banking Officer, Assistant Vice President

  • Sep 2014 - Nov 2017

  Oversee effective management and growth of $60MM portfolio, about 40 clients in total, growing portfolio more than 10% per year. Perform financial analysis, with expertise in nonprofits and fund accounting, which involves debt planning and growth modelling. Manage portfolio compliance and past due debt collection. Build financial projections and create financial strategies with clients. Evaluate portfolio risk and ensure audit compliance. Manage, delegate, and review work of credit analysts and assistants. - Spearheaded Government Banking initiative in 2016 from proposal to implementation including developing risk criteria, marketing strategy and budget, and financial projections. - Completed bank training programs in compliance, finance analysis, diversity, and leadership. Show less



Portland Housing Center

• United States
• Financial Services
• 1 - 100 Employee

• Interim Finance Director

  • Apr 2017 - Sep 2017

  Joined the Portland Housing Center in a part time capacity to develop the next fiscal year budget, ensure audit preparedness, including tracking grants, their budgets and accounting accuracy. Prepared monthly dashboard and financial reports. Presented and explained statements to the Finance Committee. -Developed budget for the next fiscal year which was finance committee and board approved -Implemented and completed file audit of three years of loan files. -Acting supervisor for the Finance Team -Negotiated for and raised $1MM in lending capital via a bulk loan sale, established option to repeat loan sale annually with same terms. Show less



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Government Banking Portfolio Manager

  • Aug 2008 - Aug 2014

  Managed portfolio of over $500MM in loan and $7B in soft dollar credit, including cash management solutions, representing 60-70 different municipalities, school districts, states, and housing authorities, often responsible for largest and most complicated transactions. Worked with highest levels of executive management to approve transactions. Managed portfolio risk. Drafted and delivered credit presentations to senior approvers and Chief Credit Officer. Provided guidance and training to junior team members including correcting and evaluating work products. - Developed a new internal process and templates in 2014 to standardize and improve efficient underwriting procedures which facilitated faster approvals and improved internal controls, monitoring, and compliance. - Developed, in conjunction with head of division, Excel template to calculate and model pricing scenarios. - Member of the US Bank Development Network Board, responsible for organizing volunteer events for employees and for creating employee development opportunities. Show less



Wells Fargo Bank

• United States
• Banking

• Home Mortgage Consultant

  • Mar 2005 - Aug 2008

  Built network of referral sources. Utilized first time homebuyer programs including Oregon Bond, down-payment assistance, FHA, and VA. Analyzed credit risks and approved or declined loans appropriately. Maintained knowledge of lending regulations, bankruptcy laws, collection laws, and loan programs. - Received top 10% sales volume award in 2007. - Received Customer Service Star award three consecutive years (2005, 2006, and 2007) for receiving 100% satisfaction on all customer service surveys. - Completed Wells Fargo Credit training and was awarded level 1 credit authority. Show less