We found the following information about Philip Kivett at Suncrest Bank, where this professional has worked as a Collateral Risk Manager since 2019. Philip's total work experience is over 16 years, during which time they had at least eight jobs at different places to develop skills. Philip studied at the California State University - Fresno from 2017 to 2019. This person received the following certifications: Series 7 and Finra. Philip Kivett is proficient in French. Currently, Philip Kivett is located in Fresno, California. You can contact with Philip by searching for phone or email or get exhaustive info by requesting access to Philip Kivett's further details from SoftwareOfficial.
Name variants:
Phillip Kivett,
Phil Kivett,
Pip Kivett
Last updated Jun 07, 2024
Contact Information
Last Update
Jan 29, 2016
Email
ph**@yahoo.com, pk**@californiawindsorcap.com
Location
Fresno, CA
Company
Workplace
Colleagues
Work History
Vice President - Senior Financial Analyst
Chesterfield, MO
Underwrite agricultural loans with total relationship exposure ranging from $500k to $50mln.
Assess financial and non-financial covenants to ensure proper asset ring-fencing is in place an...
Jun 2019 — Jul 2019
Assistant Vice President - Financial Analyst
Roseville, CA
Underwrite agricultural loans with total relationship exposure ranging from $500k to $50mln.
Assess financial and non-financial covenants to ensure proper asset ring-fencing is in place an...
Apr 2018 — Jun 2019
Assistant Vice President - Auditor - Agricultural Field and Collateral Inspector Ii
Roseville, CA
Assessed risk for bank's asset-based lines of credit.
Examined client BBCs and analyze supporting financial documentation.
Worked with team mates to assess borrowers' financial strength a...
Jul 2014 — Apr 2018
Analyst and Contract Manager
1130 east Parlier Ave, Parlier, CA 93648
Monitored financial and contractual activity of outsourced services.
Negotiated contracts with organizations on behalf of the County.
Developed budgets whose funds are dictated by State a...
May 2011 — Jul 2014
Broker
Coordinated and collaborated with a minimum of seven parties per transaction to close escrow.
Actively ensure on-time closings of every transaction.
Investigated background of each transa...
Feb 2005 — Jul 2010
Operations Manager at Windsor Capital Mortgage
4810 Eastgate Mall SUITE 203, San Diego, CA 92121
Managed a team of processors.
Acted as primary contact for clients.
Answered and routed multiple phone lines simultaneously.
Prepared presentations for prospective clients and broker.
T...
Feb 2005 — Oct 2008
Education
2017 — 2019
2011 — 2014
2000 — 2004
Occupations
Executive
Operations Manager
Director of Operations
Real Estate Broker
Licensed Real Estate Broker
Property Manager
Real Estate Manager
Skills
Public Speaking
Budgets
Nonprofits
Microsoft Excel
Data Analysis
Management
Microsoft Office
Analysis
Leadership
Policy
Government
Financial Analysis
Strategic Planning
Auditing
Research
Powerpoint
Microsoft Word
Financial Reporting
Community Outreach
Non Profits
Team Building
Team Leadership
Outlook
Fundraising
Training
Organizational Development
Internal Controls
Policy Analysis
Rfp
Critical Thinking
Budget Analysis
Risk Assessment
Collateral Analysis
Risk Management
Teamwork
Accounting
Customer Service
Financial Accounting
Loans
Time Management
Account Reconciliation
Banking
Accounts Payable