Experience

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  Washington mutual bank, fa

  Jul 2001 - Sept 2004

  Assistant vice president

  AVP for the Default Customer Interaction Center; Oversaw delinquent loan servicing department on a 5 million-loan portfolio. Responsible for ensuring that delinquent accounts called timely, limiting losses, generating income through collection efforts, and resolving day-to-day delinquent customer service issues.

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  Nuvista federal credit union

  Jun 2005 - Jan 2014

  Oversaw all lending programs and new accounts Administered team benefit plans and payroll. Handled all recruiting, terminations, job and team development. Administered all new hire orientation, training, and on-boarding. Serviced delinquent loans from a $72 million loan portfolio through all stages of delinquency. Responsible for all collection efforts, repossessions, bankruptcy and foreclosures.

  • Vice President of Financial Services

    Nov 2012 - Jan 2014

  • Human Resources Director

    Jun 2008 - Oct 2012

  • Financial Assistance Advisor

    Jun 2005 - May 2008
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  Colorado west investments inc.

  Jan 2014 - Sept 2018

  Managing a team of financial/investment professionals.The advisors at Colorado West Investments provide wealth management services; financial planning, comprehensive retirement planning services, business financial services, estate planning, company retirement plans, insurance planning, and college savings plans. The advisors provide consultative services so our clients can enjoy the things that are important to them; family, retirement, business, and their careers.The Financial Consultants associated with Colorado West Investments are registered to do business in the following states AK, AL, AZ, CA, CO, FL, ID, KS, KY, LA, MS, MT, NC, ND, NM, NV, OR, TX, UT, WA, and WI.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment advice offered through Strategic Wealth Advisors Group, LLC a registered investment advisor. Strategic Wealth Advisors Group LLC and Colorado West Investments Inc. are separate entities from LPL Financial. Show less

  • Wealth Manager

    Jun 2017 - Sept 2018

  • Office Team Manager

    Jan 2014 - Jun 2017
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  Colorado retirement association

  Sept 2018 - now

  Regional service manager

  At CRA we assist Counties, Municipalities, and Special Districts along with their team members with retirement services.The Colorado Retirement Association (CRA) is a non-profit association formed in 1968 by Colorado state statute. CRA's sole purpose is to provide retirement benefits to employees of Colorado local governments. CRA has a seven-member (7) Governing Board comprised of Colorado residents who are elected/appointed by participants, municipalities, special districts or county commissioners. Show less