| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Mortgage Advisor (Licensed Mortgage Loan Originator) - Powered by Change Lending, LLC |
Change Home Mortgage |
San Francisco Bay Area |
Mar 2019–Present |
2 yrs 3 mos |
| 2 |
Butcher, Baker and Candlestick Maker (C-Level Business Consultant) - Mentor, Coach, Guru |
dba Oxford Research & Strategy |
Alamo, CA |
2012–Present |
9 yrs |
| 3 |
Funding Officer |
Inheritance Funding Company, Inc. |
San Francisco, California, United States |
2019–Present |
2 yrs |
| 4 |
Sales Manager, NMLS # 765680 (Registered Mortgage Loan Originator) |
Capital Pacific Home Loans, a Division of Goldwater Bank, N.A. - NMLS # 452955 |
CPHL PCG - 2300 Contra Costa Blvd, Ste 275, Pleasant Hill, CA 94523 |
Aug 2017–Mar 2019 |
1 yr 8 mos |
| 5 |
Senior Loan Consultant (Licensed Mortgage Loan Originator) |
Caliber Home Loans, Inc. |
San Francisco Bay Area |
Jan 2017–Aug 2017 |
8 mos |
| 6 |
Senior Loan Officer (Registered Mortgage Loan Originator) |
Banc Home Loans (Acquired by Caliber Home Loans 03/31/2017) |
San Francisco Bay Area |
Jan 2017–Apr 2017 |
4 mos |
| 7 |
Vice President & Area Banking Manager (Northern California) |
Opus Bank |
San Francisco Bay Area, Northern California |
Jun 2012–Nov 2016 |
4 yrs 6 mos |
| 8 |
Vice President & Retail Banking Manager |
Union Bank |
United States |
Jan 2008–Jun 2012 |
4 yrs 6 mos |
| 9 |
Past Board Chair, Past Boardmember and Volunteer |
East Oakland Community Project |
Alameda County - Oakland |
2009–2012 |
3 yrs |
| 10 |
West Region Manager |
Unify (formerly Western Federal Credit Union) |
United States |
2007–2008 |
1 yr |
| 11 |
Assistant Vice President & Lead Branch Manager (Group Cluster Manager) / Business Banking Officer |
U.S. Bank |
United States |
2002–2007 |
5 yrs |
| 12 |
Assistant Vice President & Banking Center Manager |
Bank of America |
San Francisco Bay Area |
1996–2002 |
6 yrs |
| 13 |
Store Manager |
Wells Fargo |
San Francisco Bay Area |
2001–2001 |
less than a year |