Experience

BANKING PROJECT MANAGEMENT, L.L.C.,  Phoenix, AZ              Oct 2019 to Present
President/Manager
Manage projects including loan procedures, loan credit review, loan administration, and audit services for multiple types of commercial lending with special emphasis on risk assessment and loan documentation review.  Assessment of compliance with regulatory requirements.  Experienced in nCino Loan Processing Systems as well as Laser Pro, and Medici Loan Documentation Applications.  Provide recommendations and reports to management, as requested.

BANK OF THE WEST, Tempe, AZ          Jan 2018 to Sept 2019
Commercial Banking Group, Loan Doc Review Manager

BANKING PROJECT MANAGEMENT, L.L.C.,  Phoenix, AZ                       2002 to 2003 President
Managed commercial banking projects for new and growing commercial banks, including audit or exam follow-up, department setup, project management, written procedures, staff training, procedures transition, report design, tickler setup, Federal Home Loan Bank applications, CRA Programs

CAMELBACK COMMUNITY BANK, Phoenix, AZ                                       2000 to 2002
Commercial Loan Officer & Credit Administration
Managed banking relationships

Education

Arizona State University, Tempe, AZ                                                                                   1990
Master of Business Administration (MBA) with Finance Emphasis
Bachelor of Science in General Business Administration with Finance and Accounting Emphasis
Summa Cum Laude

Current Activities

• Arizona Risk Management Association, Member
• Kyrene Rotary Club, Chairman of Speaker Committee
• Feeding Students USA, Board Member as of January 2020
• Arizona Masterworks Chorale, Member and Former Treasurer
• Music, reading, travel