Experience

CommerceWest Bank

• Banking
• 1 - 100 Employee

• Commercial Credit Underwriter 1

  • Jun 2022 - Present



Buildian Construction Services Inc.

• United States
• Construction
• 1 - 100 Employee

• Sales & Operations

  • 2020 - Jun 2022

  ◙ Covid-Related Lay Off ◙ Took Position with Family-Owned Business ◙ Covid-Related Lay Off ◙ Took Position with Family-Owned Business



Balboa Capital

• United States
• Financial Services
• 100 - 200 Employee

• Credit & Syndications Analyst

  • 2017 - 2020

  ◙ Analyzed Financial Statements ◙ Syndicated Loan Packages for Debt Sources & App-Only Under $150K ◙ Underwrote Loans for Companies with $5MM - $50MM in Revenues & Transactions to $10MM ◙ Analyzed Financial Statements ◙ Syndicated Loan Packages for Debt Sources & App-Only Under $150K ◙ Underwrote Loans for Companies with $5MM - $50MM in Revenues & Transactions to $10MM



City National Bank

• United States
• Banking
• 700 & Above Employee

• Commercial Business Relationship Manager

  • 2013 - 2015

  ◙ Formally Credit Trained ◙ Managed & Grew a Book of Business as a Relationship Manager ◙ Achieved Success by Learning About Clients' Businesses & by Providing Customized Solutions ◙ Formally Credit Trained ◙ Managed & Grew a Book of Business as a Relationship Manager ◙ Achieved Success by Learning About Clients' Businesses & by Providing Customized Solutions



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Commercial Business Relationship Manager

  • 2011 - 2013

  ◙ Tasked with Building & Retaining Book of Business as a Commercial Relationship Manager/Loan Officer ◙ Achieved Success by Learning About Clients' Businesses & by Providing Customized Solutions ◙ Tasked with Building & Retaining Book of Business as a Commercial Relationship Manager/Loan Officer ◙ Achieved Success by Learning About Clients' Businesses & by Providing Customized Solutions



Citi

• United States
• Financial Services
• 700 & Above Employee

• Commercial Business Banker

  • 2009 - 2010

  ◙ Tasked as a Business Banker to Bring in New Business & Loans from Businesses Under $5MM ◙ Achieved Much Success by Bringing in Many Pharmaceutical Companies in the R&D Stage ◙ Tasked as a Business Banker to Bring in New Business & Loans from Businesses Under $5MM ◙ Achieved Much Success by Bringing in Many Pharmaceutical Companies in the R&D Stage



First Centennial Bank

• United States
• Banking

• Vice President | SBA Lending

  • 2007 - 2008

  ◙ Provided Finance to Owner-Occupied Commercial RE (SBA 504) ◙ Achieved a Large Portion of Success by Hosting SBA Seminars for the Dental Community ◙ Provided Finance to Owner-Occupied Commercial RE (SBA 504) ◙ Achieved a Large Portion of Success by Hosting SBA Seminars for the Dental Community



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Vice President | Business Development Officer

  • 2006 - 2007

  ◙ Focused on Commercial RE to $1M in Investor Properties & up to $1.5M in Owner-Occupied Properties ◙ Focused on Commercial RE to $1M in Investor Properties & up to $1.5M in Owner-Occupied Properties



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • 2000 - 2006

  Various Positions: ◙ Business Banking Relationship Manager 2000 - 2003 ◙ Promoted to Area Business Banking Manager for Silicon Valley 2003 - 2004 (#1 Business Banking Mgr) ◙ Business Banking for Medical Industry for Temecula Area (relocated) 2004 - 2006 Various Positions: ◙ Business Banking Relationship Manager 2000 - 2003 ◙ Promoted to Area Business Banking Manager for Silicon Valley 2003 - 2004 (#1 Business Banking Mgr) ◙ Business Banking for Medical Industry for Temecula Area (relocated) 2004 - 2006



First Federal Bank of California

• Banking
• 1 - 100 Employee

• Business Development Officer

  • 1999 - 2000

  ◙ Generated Loans $100K - $3M Through Lines of Credit, Commercial RE & SBA ◙ 1999 Awarded "Circle of Excellence" ◙ Ranked the Top Business Banker in Northern CA This bank was later on acquired by Citibank. ◙ Generated Loans $100K - $3M Through Lines of Credit, Commercial RE & SBA ◙ 1999 Awarded "Circle of Excellence" ◙ Ranked the Top Business Banker in Northern CA This bank was later on acquired by Citibank.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Business Development Officer

  • 1996 - 1999

  ◙ Reviewed Business Loan Applications up to $100K ◙ Consistently Booked a Minimum of 11 Business Loans per Month ◙ Reviewed Business Loan Applications up to $100K ◙ Consistently Booked a Minimum of 11 Business Loans per Month