Experience

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  Primerica

  • Independent Representative

    • Mar 2012 - Present

    Personalized Financial Services: Helping individuals and families becoming properly protected, debt free and financially independent!

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  Profit for Public Schools - The Alphabet Heroes

  • Arlington WA

  • Volunteer - Administration Manager and Board Member

    • Aug 2011 - Jan 2013
    • Arlington WA

    New not-for-profit organization, whose mission is to sell The Alphabet Heroes Poster and donate all proceeds to local school districts to help fund and improve education. Project was to get organized, created a board, mission and by-laws.

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  Arlington Community Food Bank

  • Arlington WA

  • Volunteer - President of the Board

    • Jan 2002 - Oct 2012
    • Arlington WA

    Currently Arlington Community Food Bank Board President - Oversees all 12 departments of this all volunteer not-for-profit organization. Have been involved since 2002, and played an active role in the growth and strengthening of its infrastructure. Since 2002 this organization has grown from 35 volunteers to 100 volunteers. Clientele continues to grow to a point, that volunteers process and distribute about 12 tons of food a month.

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  Lee Hecht Harrison

  • Job Search Team

    • 2011 - 2012

    job search strategies

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  Frontier Bank acquired by Union Bank in April 2010

  • Arlington WA (Smokey Point)

  • Branch Manager

    • Oct 2009 - Jun 2011
    • Arlington WA (Smokey Point)

    Managed a team of 8 through the acquisition of Frontier Bank by Union Bank.* Coached, mentored and trained the team to adapt to the policy and procedure changes due to the acquisition.* Detailed the retail goals and delegated to team members. Monitored and coached to results weekly.* Participated in growing business by customer calls by phone and business visits.* Retained business clients by communicating the benefits of the changes to their accounts, provide alternate solutions and refer to other bank financial services.* Monitored and audited general ledger reports, budgets and time cards.* Provided security and dual control according to policy and procedures.* Created business development letters and loan memos using Microsoft Office.* Prioritized and organized by multiple projects by using detailed Excel spreadsheets.* Accepted and process loan requests by obtaining required financial statements according to policy.

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  Frontier Bank

  • Commercial Loan Officer and Business Development Officer

    • 2005 - 2009

    Grew and managed a 20-million loan portfolio that included personal, commercial and real estate loans.* Strengthen internal and external customer relationships by asking questions and providing solutions* Was actively a part of the management team of the branch of 12 by training, coaching policy procedures. Monitored the loan processes for prompt and accurate completion.* Participant in the security procedures of the branch, including opening, closing and dual control.* Analyzed financial statements and tax returns of various business entities in order to grant or deny loan requests.* Wrote logical, concise loan presentations using problem solving, benchmark approach.* Monitored and completed multiple loan requests and projects at one time.* Planned, implemented and coached others on the strategy for local business development.

  • Loan Support Officer and Loan Support Representative

    • 1994 - 2005

    Assisted Branch Manager and Commercial Loan Officers by ensuring multiple loan projects were completed with accuracy, on time and compliant with policy and procedures.* Transitioned the branch team of 11 to new management with the departure of the branch manager and the absence of the assistant manager.* Developed job aids, checklists, and established a filing system for easy access and auditing.* Mentored and coached management trainees and branch staff in policy and procedures. Trained others to use computer program for loan documentation.* Analyzed financial statements and wrote loan memos to assist management and loan officers

  • Teller, Vault Teller, Customer Service Support and New Accounts Representative

    • 1990 - 1994

    Customer Service positions whose duties included cross selling banking & other financial service products, data entry,accurately maintaining a cash drawer, ordering cash and auditing cash for the branch vault, customer account maintenance, providing solutions to customer inquiries and complaints, process general ledger entries and complete business correspondence.