Banking • Financial Analysis • Loans • Credit • Investments • Leadership • Management • Strategic Financial Planning • Sales • Public Speaking • Financial Risk • Small Business • Financial Services • Portfolio Management • Analysis • Risk Management • Mortgage Lending • Crm • Financial Reporting • Training • Loan Origination • Commercial Banking • Mergers and Acquisitions • Retail Banking • Credit Analysis • Wealth Management • Lines of Credit • Accounting • Coaching • Real Estate Economics • Underwriting • Commercial Lending • Insurance • Auditing • Treasury Management • Mutual Funds • Consumer Lending • Psychology • Spreadsheets • Bookkeeping • Commercial Mortgages • Credit Risk • Teaching • Time Management • Counseling Psychology • Credit Counseling • Real Estate Investor • Financial Data Management • Spreading Financial Statements • Mortgage Banking • Microsoft Excel • Sql • Sap Businessobjects • Microsoft Power Bi
Languages
English • Spanish
Awards
Quarterly star of excellence - Us bank • Quarterly region top performer - Us bank • 2011 annual star of excellence - Us bank • Bronze shield award - Us bank • Outstanding cadet - Colonel david w wray, usaf (ret.) • Reserve officers association of the united states medal - Jayson l spiegel, national executive director • Military officers association of america medal - Chief warrant officer 4 george f murray, jr. • Platinum service award - Dr. daria burnett, dean of student services • Gold service award - Dr. daria burnett, dean of student services • Valedictorian - Middle college high school • Rising star award - Vice-chairman robin bundy
Summary of Analyst Skills/Experience
Credit Analyst
US Bank - Rolling Hills Estates, CA 2008 - Apr 2013
Small Business Lending
World Financial Group (WFG) 2004 - 2008
Senior Associate
Air Force ROTC - Moreno Valley, CA 2000 - 2004
Corps Commander
Education:
Landmark Education 2006 - 2010
Vanguard University of Southern California 2004 - 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Riverside Community College 2002 - 2004
AS, Business
Germain Street Elementary
Skills:
Banking Financial Analysis Loans Credit Investments Leadership Management Strategic Financial Planning Sales Public Speaking Financial Risk Small Business Financial Services Portfolio Management Analysis Risk Management Mortgage Lending Crm Financial Reporting Training Loan Origination Commercial Banking Mergers and Acquisitions Retail Banking Credit Analysis Wealth Management Lines of Credit Accounting Coaching Real Estate Economics Underwriting Commercial Lending Insurance Auditing Treasury Management Mutual Funds Consumer Lending Psychology Spreadsheets Bookkeeping Commercial Mortgages Credit Risk Teaching Time Management Counseling Psychology Credit Counseling Real Estate Investor Financial Data Management Spreading Financial Statements Mortgage Banking Microsoft Excel Sql Sap Businessobjects Microsoft Power Bi
Languages:
English Spanish
Awards:
Quarterly Star of Excellence US Bank 9 Time Award Recipient
Earned for ranking in the top 10% of bankers in the region in total incentive earned. Quarterly Region Top Performer US Bank 2 Time Award Recepient
Earned for ranking as #1 in the region for total incentive earned. 2011 Annual Star of Excellence US Bank For ranking in the top 5% of retail branch bankers nationally in total incentive earned. Achieved primarily by earning sales bonus' followed by customer service score bonus'. Bronze Shield Award US Bank 2 Time Award Recipient - January 2013 & February 2013.
By nomination only.
Awards began 4Q 2012. Outstanding Cadet Colonel David W Wray, USAF (Ret.) Awarded to one cadet from each class of 4 classes out of over 70 cadets total. Reserve Officers Association of the United States Medal Jayson L Spiegel, National Executive Director Awarded for demonstrating outstanding dedication to citizenship, knowledge of civic responsibility, self-discipline and sound work ethic. Military Officers Association of America Medal Chief Warrant Officer 4 George F Murray, Jr. This presidentially recognized medal is awarded for demonstrating exceptional leadership. Platinum Service Award Dr. Daria Burnett, Dean of Student Services For volunteering over 200 hours of community service in one school semester. Gold Service Award Dr. Daria Burnett, Dean of Student Services For volunteering over 100 hours of community service in one semester. Valedictorian Middle College High School Middle College High School is a program designed for students who leave high school in pursuit of an earlier advanced education through a local community college. This status was awarded for having the highest GPA of the approximately 60 students that graduated from this same program in 2004. Rising Star Award Vice-Chairman Robin Bundy
Certifications:
Registered Tax Preparer Foreign Exchange Euro Trading Strategy Certification Series 6, 63 & 26 Life & Health Insurance Access 2013 Essential Training Tableau Desktop Specialist License 2097-Qe-0001 License 4807771 License 0E44068 License 3Ae29B California Tax Education Counsel (Ctec), License 2097-Qe-0001 Forex Capital Markets (Fxcm) Financial Industry Regulatory Authority, License 4807771 California Department of Insurance, License 0E44068 Lynda.com, License 3Ae29B
Costa Mesa, CA Lomita, CA Chatsworth, CA Aliso Viejo, CA Orange, CA Huntington Beach, CA Pico Rivera, CA Temecula, CA Moreno Valley, CA
Work:
Chase - Small Business Relationship Banker (2013) US Bank - Personal Banker (2008-2013)
Education:
Vanguard University Of Southern California - Business Administration, Riverside Community College - Business Administration, Orange Coast College - English, Valley View High School - General, Chatsworth High School - General, Ernest Lawrence Middle School - General, Germain Street Elementary - General
Relationship:
Single
Tagline:
Honorable, Dedicated, and Driven
Bragging Rights:
Commanded 75 cadets in Air Force ROTC as Group Commander, Graduated High School 1 week after I got my Associates Degree, #46 banker for 2010 for US Bank out of over 9000 bankers and annual Star of Excellence Winner.