Jeff De Lapp

Jeff De Lapp

Marketing Analyst

Followers of Jeff De Lapp606 followers
location of Jeff De LappLaguna Beach, California, United States

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  • Timeline

  • About me

    SVP, Treasurer at Genesis Bank

  • Education

    • La Quinta HS

      -
    • Leo Carrillo

      -
    • Leo Carrillo

      -
    • California State University, Fullerton

      1991 - 1995
      BA Business Admin-Finance
  • Experience

    • Butterfield Savings

      Jan 1984 - Jan 1988
      Marketing Analyst

      Analyzed company's lending/savings portfolio and position within the marketplace. Developed new financial products to enhance company performance and competitive standing. Performed Cash Management function for the association.

    • Downey Savings

      Jan 1988 - Jan 1991

      Analyzed income, expense, and budget variances. Focused on process improvement in the Accounting/Finance area. Proposed program purchases and more economic procedures; freeing up cash and personnel for other uses. Prepared analytical reports for Executive Management and various regulatory agencies. Assisted in preparation of consolidated financial statements, Form 10Q, Form 10K. Analyzed budget variance and reconciled bank accounts. Worked on special projects ranging from implementation of FASB directives to analyzing potential mergers and acquisitions.

      • Financial Analyst

        Jan 1989 - Jan 1991
      • Accountant

        Jan 1988 - Jan 1989
    • Downey Savings and Loan Association, F.A.

      Jan 1991 - Jan 2009
      Treasury Manager
    • Downey Savings

      Sept 1991 - Mar 2009
      Treasury Manager

      Perform the Treasury Function for the Association. Cash Management, Investment and Borrowing Portfolio Management, Cash Forecasting and Analysis, Liquidity Contingency Planning, Developed Policy and Procedure for the Treasury area. managed the company's operational and communiations protocols relative to cash movement. Created all SOX controls for the Treasury Area.Administered all corporate insurance including Errors and Omissions, Directors and Officers, Fiduciary, Employment Practices, FI Bond, Property, Liability, Umbrella, and Mortgage Impairment insurance Show less

    • East West Bank

      Feb 2010 - Jan 2011
      Treasury Consultant

      Brought in to reorganize,retool and rethink Treasury Operations. Also doing Cash Flow work, Pricing Package assembly, and helping the bank assimilate an acqured institution that virtually doubled them in size. Developing reporting for compliance to Basel II upcoming standards.

    • Opus Bank

      Jan 2011 - May 2020
      First Vice President, Assistant Treasurer

      Develop cash management and operational policy and procedures in a fast-growing environment. Integration of acquired institutions' cash, investment, and borrowing portfolios and processes with an eye toward mitigating transitional risk, and quickly achieving operational homogeneity. Responsible for cash management, cash flow forecasting, ALCO, and Pricing Committees, contingency plans, regulatory compliance and reporting, controlling provisioning on various sensitive programs and correspondent relationships. Assist Accounting, Financial Reporting, Lending, and Retail Banking areas with data and operational needs, as well as with conversion of acquired institutions to existing systems at the bank. Show less

    • Genesis Bank

      Jan 2021 - now
      SVP, Treasurer
  • Licenses & Certifications

    • Certified Treasury Professional

      Association for Financial Professionals
      Jul 2009