Management Quality Assurance

JASON GREEN

** ******** ***** • Irvine, California 92603 • 949-***-**** • ***********@*******.***

SENIOR INVESTMENT & TREASURY MANAGER

Strategic financial expert in diverse service enterprises, forging and executing initiatives for exceptional operational

performance, profits, and savings.

Demonstrate expertise in process improvement, system development, portfolio and account management, fiscal

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oversight, quality assurance, and customer satisfaction.

Optimize financial services in credit unions, mortgage brokerages, and energy marketing and derivative trading

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enterprises.

Excel in analysis of fixed income and equity, asset/liabilities, treasury assets, and interest rates.

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Participate in management of $2B investment portfolio.

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Team with internal and external entities to achievement of corporate mission.

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Advance concurrent projects in time-sensitive, challenging settings.

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Identify and seize opportunities to expand role of assignment.

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KEY COMPETENCIES

Financial Management • Strategic Planning • Business & Financial Modeling • Technical Initiatives

Analysis • Forecasting • Risk Management • Due Diligence • Compliance • Reporting

Asset Management • Account Reconciliations • D ata Management

Needs Assessments • Goal Setting • Performance Management • Benchmarking • Continuous Improvement

Corporate & Client Relations • Change Management • Consensus Building • Problem Solving

PROFESSIONAL EXPERIENCE

SCHOOLSFIRST FEDERAL CREDIT UNION, Tustin, California • 2006 – Present

Senior Treasury Analyst

Demonstrate exceptional participation in management of $2B investment portfolio. Create financial models for

performance management of banks holding SchoolsFirst investments. Draft and maintain pricing models for mortgages,

automobile loans, and credit cards. Provide continuous refinement of procedures driving report generation for exceptional

accuracy. Produce ALCO and Investment Committee reports on monthly basis, educating management on loan portfolio

risk exposure as well as investment risk and opportunity.

Participated in facilitation of projected net income increase of $5M.

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Engaged in pricing task force challenged with loan pricing analysis and innovation of pricing strategies.

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Automated manual processes, resulting in savings of hundreds of annual man-hours.

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IMPAC MORTGAGE HOLDINGS, Irvine, California • 2005

Senior Asset Liability Management Analyst

Performed cash flow analysis and forecasting for CMO’s issued by Impac, a $23.6B REIT.

Revised forecasting process through performance of cash flow reconciliations between prior forecasts and actual cash

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flows.

JASON GREEN • ***********@*******.*** • Page 2

WESCORP FEDERAL CREDIT UNION, San Dimas, California • 2003 – 2005

Senior Interest Rate Risk Analyst

Supported efforts of Senior Consultants advising clients on optimal management of assets and liabilities. Analyzed clients’

financial statements and loan portfolios using QRM to assess management of clients’ assets and liabilities. Issued ad hoc

reports for Senior Consultants and provided client service support in office and at conferences.

Saved more than 1,170 annual man-hours through development of data-scrubbing procedures and system automation in

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collaboration with IT.

WILLIAMS ENERGY MARKETING AND TRADING, Tulsa, Oklahoma • 2001 – 2002

Derivatives Accountant

Provided outstanding treasury and accounting support to Derivatives Traders through track of daily settlements of option

premiums and monthly settlements of swap contracts. Drafted projected cash flow reports for cash planning.

Collected more than $1.5M in option and swap settle fees through reconciliation of neglected bank statements.

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EDUCATION

M.B.A., Finance

University of California, Irvine, California

B.B.A., Finance

Northeastern State University, Tahlequah, Oklahoma

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