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Work Background
Hope Financial Consulting LLCBookkeeper
Aug. 2020 - Sep. 2021San Diego, California, United States
Orangetheory FitnessCoach
Apr. 2019Del SurFitness coach inspiring change and helping clients achieve their best life!
Club PilatesGeneral Manager
Oct. 2015 - Apr. 2019General Manager of 3 Club Pilates Franchises in addition to teaching group and private lessons.
ClearBalance by CSI Financial ServicesTechinical Solutions Manager, at ClearBalance
Sep. 2012 - Jun. 2015San Diego, CAManaging existing and potential client relationships over approximately 50 hospitals Nationwide. Cultivating new relationships and providing exceptional service.
Managing a team of 6 individuals and overseeing the daily funding of all clients.
San Diego County Credit UnionCredit Risk Analyst
Mar. 2011 - Aug. 2012San Diego, CADaily maintenance of 250 plus commercial loans. Underwriting of each loan file on an annual basis. Communication with Borrowers and Guarantors regarding loan covenant requirements. Maintenance of loans. Underwriting of new loans for auto, visa and commercial real estate loans. Active in all parts of underwriting process.
California Bank & TrustCredit Analyst II
Aug. 2010 - Mar. 2011Underwriting analysis and preparation for Commercial Loan deals in the Carmel Valley Office of CB&T. Preparation of complete loan packages to be presented to Credit for approval including an entire credit presentation, analysis of financial information as well as grading the risk of the loan.
US BankPortfolio Risk Officer - CRE
Jan. 2010 - Aug. 2010
San Diego National Bank now part of U.S. BankCommercial Loan Representative
Jul. 2008 - Dec. 2010
KPMG, LLPAudit Associate
Jan. 2007 - Dec. 2007I worked as an Audit Associate at KPMG performing Year End Audits and Quarterly Reviews for some of the top Public Companies within San Diego. Worked in Teams to perform audits and reported to Senior Auditor and Manager level. Worked with the Client contact to maintain good relationship and obtain all required information.
Centre City Development CorporationFinance Intern
Jan. 2004 - Mar. 2005Performed Month end procedures for the Finance Department. Used Excel and Word to create spreadsheets and word documents to be sent to clients.
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