San Diego, California
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2021
Banc of California Specialty Markets offers a personalized deposit partnership and specialized financial products to provide financial liquidity and flexibility. I focus on your business model and processes to create a tailored, holistic banking and lending solution to help you build your business into a leader and optimize your personal finances. Banc of California specializes in nonprofit, education, healthcare and entertainment industries.
2018 - 2021
For nearly 80 years, Banc of California has served small and medium-size businesses and their principals throughout California. Headquartered in the heart of Orange County, the Bank has over 650 employees, 40 offices and over 30 full-service community banking branches, extending from San Diego to Santa Barbara. Banc of California is California’s premier, relationship-focused, full-service business bank, helping all types of businesses obtain the financing they need to keep their company moving forward. With extensive experience in manufacturing, healthcare, commercial real estate, entertainment, and nonprofit sectors, Banc of California is strategically positioned to support industries integral to California’s economy. Our teams know our clients’ businesses, believe in their goals and work collaboratively with our clients to achieve their goals.
2010 - 2018
2010 - 2018
• Develop and execute integrated sales, relationship, and credit strategies that are aligned with the area business plan to achieve desired revenue, expense, and service goals. • Support the portfolio growth in the branch by identifying cross-sell opportunities, deepening relationships and increasing client acquisition. • Plan, organize, and coordinate daily sales, service, and operations management processes. • Foster teamwork in the branch to ensure a positive employee and overall customer experience. •Annual Citi Stars Winner 2014 - Top Citibank Award for Managers, Ranked 10th Nationally. •Annual Citi Stars Winner 2013 - Top Citibank Award for Managers, Ranked 15th Nationally. •Quarterly Citi Stars Winner – 2013 1st, 2nd, 3rd, and 4th Qtr. 2012 2nd and 4th Qtr. 2011 2nd and 4th Qtr.
2015 - 2016
It is the mission of Citi Ventures to deliver breakthrough impact by partnering with Citibank’s businesses to scale innovation and open new pathways to growth. As an Innovation Catalyst, it is my responsibility to drive a deeper connectivity between Citi Ventures and Citibank's U.S. Retail Bank Division. I am tasked with aligning goals, prioritizing efforts, and acting on new ideas and capabilities.
2002 - 2010
2002 - 2010
Supervise the operations of a store, including originating, processing, and closing of consumer loans such as auto, unsecured personal loans, and real estate loans. Responsible for the achievement of store loan gain and profit goals. Responsible for personal and branch production. Recruit and train store personnel. Assist the District Manager in recruiting and training district-wide. Supervise team members and assume some duties of the District Manager in their absence. Star Performer 2009 - Top National Award for Managers. Manager of the Year in Cude Region. #1 Branch in Region for Total Volume, Real Estate Units Sold, Auto Loans Closed, and Credit Cards Sold in 2009. Branch of the Year 2008 and 2009.