Professional, experienced, highly skilled financial manager with extensive background in: banking, treasury, cash management, risk management, claim management, vendor supplier agreement negotiations, retirement plan management and employee benefit plan structuring and negotiation. Proficient in the use of Excel, Word and some proprietary accounting systems. Excellent written, oral and interpersonal communication skills. Dependable, healthy, strong team player with high energy.
PROFESSIONAL EXPERIENCE
Sterling Bank & Trust 2005 - pres
Los Angeles, CA
Senior Loan Administrator
Responsibilities include commercial real estate underwriting, monitoring, documenting, analyzing, site inspections, document negotiation and review, escrows, fundings, etc.
HEC, Los Angeles, California 2003 - 2005
Warranty Manager
Head of the warranty department at this 45-year-old company in the manufacturing business for automotive aftermarket parts. Responsibilities include: negotiation, settlement, processing and accounting for all warranty claims for this privately held company.
American Golf Corporation, Santa Monica, California 1991 - 2002
Treasurer
Corporate Treasurer and Manager of the Treasury Department of this $750 million per year Revenue Company in the recreational property management business. Responsibilities included: management of the department including all cash management; equipment lease accounting and budgeting function; capital expenditure accounting and budgeting function; property insurance claim management; risk management including all insurance contract negotiations; 401(k) plan management; financial modeling and projections; bank credit agreement compliance and negotiation; capital sourcing; national vendor contract negotiation; and member of 401(k) Plan Management Committee (Chairman), Employee Benefit Committee, Steering Committee for IT Projects, and Vendor Agreement Committee.
Jolson Jay Productions, Inc., Culver City, California 1989 - 1991
Treasurer
Responsibilities included: cash management, contract negotiations, contract accounting, risk management, bank negotiations, strategic planning and investments.
Deli Products International, Inc., Ontario, California 1986 - 1989
Vice President - Finance
Responsibilities included: bank management, contracts negotiation and compliance accounting, acquisitions negotiation, controller and manager of the accounting department for part of the four years, risk management, real property management and development and led a team that negotiated the sale of the Company to a European conglomerate headed by Perrier and Credit Agricole. Board of Director Member.
CalFed Bank, Los Angeles, 1983 - 1986
Vice President & Area Manager
Responsibilities included: Manager of the Los Angeles Area Commercial Banking Center for CalFed’s Commercial Banking Division with a staff of twelve developing, analyzing, and managing a portfolio of corporate and middle market commercial loans with commitments of $350 million and loan outstandings of $175 million.
Union Bank of California, Los Angeles, California 1980 - 1983
Vice President
Senior Commercial Loan officer at various Union Bank regional offices. Responsible for
developing and managing middle-market commercial loan accounts for the bank, financial analysis, training junior loan officers and developing deposit business.
Wells Fargo Bank, Los Angeles, California 1972 — 1980
Assistant Vice President
Various assignments within the bank after college, including: commercial loan officer, banking services officer, credit analyst, credit card operations and branch cash keeper.
EDUCATION
Bachelor of Science — Business Administration, Finance, 1975
University of San Francisco, San Francisco, CA
MBA program (partial completion) 1979
UCLA, Los Angeles, CA
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