Experience

First Pacific Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President

  • Jan 2022 - Present



Tri Counties Bank

• United States
• Banking
• 700 & Above Employee

• Vice President Commercial Lending

  • Aug 2021 - Jan 2022



Bank of Southern California

• United States
• Banking
• 100 - 200 Employee

• Managing Director

  • Dec 2018 - Aug 2021



Banc of California

• United States
• Banking
• 700 & Above Employee

• Vice President, Relationship Manager Commercial Banking

  • Jan 2018 - Dec 2018

• VP, Branch Manager

  • Jul 2013 - Dec 2017

  Deliver high touch service and deliver solutions for high/ultra-high net worth clients. Drive business development through the development of deposit & lending relationships. Financial analysis for commercial and residential lending solutions for complex borrowing needs. Drives progress through innovative change in programs, protocol, and strategies; improving efficiency and sales productivity. Creates new marketing & sales strategies, to serve community & drive brand awareness. Develop teams and individuals to achieve results and career advancement. Show less



JPMorgan Chase and Co

• Assistant Vice President/Business Banker

  • Sep 2010 - Mar 2012

  Acted as trusted advisor to growing pool of small-business clients; sustained valuable relationships with clients by maintaining an ongoing calling effort; shared bank-wide responsibility in recruitment of new clients; analyzed and adjusted customer service practices in order to meet and exceed retention rates in client base; directed business clients in best methods to streamline cash flow and increase impact to net income; guided clients in ways to achieve access to capital; independently exceeded company sales quotas through creative management of key client accounts; worked closely with Branch Manager and other financial partners to optimize branch sales and services; mentored branch staff in strategy and technique, ensuring increase in sales and cross referrals for all financial partners; independently conducted project evaluation: detecting potential issues and responding with creative, strategic solutions; conducted periodic loan portfolio risk mitigation, minimizing loan portfolio MPE through asset based lending, securitization of deposit accounts, and S.B.A guarantee. Show less

• Asst Vice President/ Asst Branch Manager

  • Jul 2009 - Sep 2010

  Supervised a staff of over 10 employees; ensured proper compliance in company policies and procedures; monitored sales techniques and overall customer service, and advised when adjustments needed; executed seamless problem solving and conflict resolution with prospective and current customers; acted as role model for branch staff, promoting the highest level of customer satisfaction and retention; controlled all monetary operations in accordance with company procedures, federal audit specifications, and policy controls; independently projected and managed cash reserves. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Personal Banker / Small Business Specialist

  • Jun 2007 - Jun 2009

  Utilized effective sales and customer service techniques to acquire and retain commercial and business clients; developed a clear sense of customer needs, cross-selling and redirecting to other departments as needed; independently exceeded sales and startup goals in opening of de novo branch. Utilized effective sales and customer service techniques to acquire and retain commercial and business clients; developed a clear sense of customer needs, cross-selling and redirecting to other departments as needed; independently exceeded sales and startup goals in opening of de novo branch.