Functional Skills

Commercial Strategy
Compliance and risk
Financial Due Diligence
Primary Research
Regulatory Compliance
Strategic Planning
Program Management
Product Innovation

Software Skills

ADP
Disaster recovery
DocuSign
Dropbox
FIS Commercial Lending Suite
MacOS
Microsoft Office
Miro
Monday

Sector Experience

Financial Services
Business Services
Real Estate

Languages

English
30
years

Years of Experience

2/21

Member Since


Experience

 
High Risk Business Solutions LLC Management Consulting
Principal Consultant
06/2020 - Present
Founder and Principal Consultant with 20+ years in banking recently served as Interim Chief Credit Officer for a Credit Union in the Deep South focused on serving the women and minorities. Specializing in regulatory compliance and new technology integration, new product and program development, program management, collaborative process improvement, business banking and commercial real estate lending.

Salal Credit Union Product Management / Strategy
VP of Business Services
08/2011 - 09/2019
Strategically designed, developed and managed all business deposit and commercial and commercial real estate lending products, services and pricing. Created policies and procedures and spearheaded compliantly serving state licensed and regulated cannabis businesses in the PNW.

Kitsap Credit Union Finance
Sr. Commercial Loan Officer
03/2007 - 07/2011
Loan origination, credit analysis and underwriting of commercial real estate loans including construction and permanent financing of apartments, mixed use properties, retail and office buildings and light industrial properties.

Various Finance
Loan Officer
01/2001 - 03/2007
Originated loans including preliminary underwriting of small business, commercial and commercial real estate loans as well as high end custom construction loans and multifamily construction loans for local financial institutions throughout the Pacific Northwest.

Federal Home Loan Bank Finance
Various
02/1994 - 12/2000
Researched and developed new innovative products/services to meet the needs of client financial institutions. Completed loan reviews and provided credit risk management evaluations and credit line recommendations for financial institutions throughout eight western states and U.S. territories.