We found the following information about Hunter Secrest at California Bank of Commerce, where this professional has worked as a Assistant Vice President and Relationship Credit Manager since 2018. Hunter's total work experience is over ten years, during which time this expert had at least nine jobs at different companies to develop skills. Hunter studied at the California Polytechnic State University - San Luis Obispo from 2012 to 2016. Hunter Secrest received the following certifications: Personal Trainer, License T174776, and American Council on Exercise, License T174776. Hunter Secrest is experienced in English. Currently, Hunter lives in San Luis Obispo, California. You can contact with Hunter by searching for phone or email address or find full information by requesting access to Hunter Secrest's additional details.
Name variants:
Hunter Secrest
Last updated May 20, 2024
Contact Information
Last Update
Jul 14, 2022
Email
hs**@calpoly.edu
Location
San Luis Obispo, CA
Company
Workplace
Assistant Vice President and Relationship Credit Manager
Industry
Banking
Colleagues
Work History
Assistant Vice President and Relationship Credit Manager
2999 Oak Rd SUITE 210, Walnut Creek, CA 94597
Analyzed credit and financial information (credit reports, tax returns, financials, projections)
Underwrote SBA 7(a) and express loans, as well as commercial term loans and lines of credit...
from Dec 21, 2018
Relationship Manager
433 California St, San Francisco, CA 94104
Managed a multi-million dollar portfolio of 40-50+ small to medium sized SBA 7(a) loans -Utilized software technology to streamline the underwriting of small business loans in accordance wit...
May 2017 — Nov 2018
Profit and Loss Analyst
Handled daily pricing, profit/loss reporting, and portfolio reconciliation for multiple hedge funds
Verified prices using valuation models, third-party pricing vendors, and broker quotes
...
Jun 2016 — Apr 2017
Financal Planning Associate
555 Chorro St SUITE D2, San Luis Obispo, CA 93405
Assisted in updating and re balancing clients’ portfolios
Researched funds compatible with the current asset allocation model
Acted as the point contact between the advisers and clients
...
May 2015 — Jun 2016
Accounting Associate
1 Grand Ave, San Luis Obispo, CA 93405
Created and processed travel/material reimbursement forms for students and faculty
Maintained, organized, and detailed backups and audit trail
Oversaw petty cash balance and processed all...
Dec 2012 — Sep 2015
Certified Personal Trainer
4851 Paramount Dr, San Diego, CA 92123
American Council on Exercise (ACE) certification; recognized by all fitness facilities
Created well organized fitness plans tailored to the goals and preferences of each client
Establishe...
Jan 2014 — Aug 2015
Sales Assosiate
1 Grand Ave, San Luis Obispo, CA 93405
Assisted customers, organized merchandise, and designed marketing displays - Balanced accounts, forecasted daily sales, and performed store wide inventory reports
May 2014 — Sep 2014
Waiter
3630 south Geyer Rd Suite 100 St, Louis, MO
Duties Included:
Providing a pleasant customer experience.
Running the cash register.
Making Sand witches, Salads, Soups, and other dishes.
Washing dishes and overall cleanliness in the...
Jul 2011 — Jan 2013
Food Server
610 Zinn St, Blair, OK
Duties Included:
Helping serve food to students at my high school.
Running the cash register.
Counting draws and balancing accounts after each meal period.
Jan 2011 — Jun 2012
Education
Occupations
Executive
Assistant Vice President
Financial Broker
Credit Manager
IT Professional
SalesForce Administrator
Analysts
Sales Specialist
Relationship Manager
Vice President
Chief Executive
Loan Officers
Database Administration Professional
Database Administrator
Account Service Manager
Customer Service
Skills
Microsoft Excel
Financial Analysis
Data Analysis
Microsoft Word
Teamwork
Interpersonal Skills
Small Business Lending
Public Speaking
Time Management
Powerpoint
Leadership
Underwriting
Loan Origination
Custom Tool Development
Credit Analysis
Accounting
Event Planning
Marketing
Social Media
Visual Basic For Applications
Microsoft Powerpoint
Customer Service
Cash Flow Analysis
Financial Services
Customer Relationship Management
Market Research
Banking
Fraud Investigations
Microsoft Outlook
Sba Lending
Fund Administration
Access Database
Portfolio Performance Analysis
Website Development
Risk Operations
Assessment Tools
Offer Creation
People Management
Credit Risk
Risk Management
Corporate Credit
Business Relationship Management
Market Pricing