JULIE BROADBENT, CPA, CCIM
***** ********* ***** 417-***-****
Cincinnati, OH 45246-1542 abnp9y@r.postjobfree.com
CORPORATE BUSINESS EXPERIENCE
SECURITY PACIFIC NATIONAL BANK, Los Angeles, CA (Merged with Bank of America)
Vice President-Production; Residential Real Estate Loans $4B annual origination, $10B servicing.
• Designed, implemented and trained senior management on advanced production reporting systems.
• Trained interstate branch management group of >1,000 bank branches on systems and financial reports to control costs
and manage production pipeline.
• Served on task force for revision of Underwriting Policies and Procedures manual.
Vice President-Operations:
• Managed staff of 300 with multi-state offices responsible for loan processing, funding and closing.
• Integrated staff, procedures and production of three major interstate bank acquisitions; OR, WA, and NV.
SHEARSON LEHMAN BROTHERS – MORTAGE DIVISION, Newport Beach, CA
Senior VP-Treasurer/Controller; Mortgage Banking $2B annual origination; $5B servicing
• Managed corporate Finance Department of 50 accounting professionals.
• Interfaced operationally and financially with Servicing and Investor Reporting Departments.
• Evaluated loan portfolios for purchase, sale and NPV pricing.
• Served on task force to implement new product lines; e.g. Master Servicing
• Controlled all corporate movements of cash and securities with parent company (American Express).
BEVERLY HILLS SAVINGS & LOAN ASSN, Beverly Hills, CA
Vice President-Controller: Savings and Loan Assn. $3B real estate portfolio
• Managed Accounting Department inclusive of Investor Reporting.
• Key player in identifying insolvency of first major S&L to be closed in the S&L 80’s crisis.
• Interfaced with FDIC, Congress, law firms & 3 “Big 8” firms during transition to RTC takeover.
• Leader of RTC loan committee responsible for analyzing credit & restructuring delinquent/problem loan portfolio.
• Managed $3 billion real estate portfolio: acquisitions, joint venture development projects, wholly owned properties,
foreclosures, participation loans and construction loans.
• Managed national loan portfolio of residential, commercial, industrial, retail, office and vacant land.
KPMG INTERNATIONAL ACCOUTING FIRM, Los Angeles, CA
• Campus recruited as junior accountant. Served 2 years in audit department with a variety of clients including banking,
insurance, real estate investment trust, government, entertainment & manufacturing. Served 1 year in tax department
concentrating on real estate tax compliance for individuals, partnerships & corporations.
EDUCATION & ACTIVE LICENSES
Bachelor of Science, Bus Administration, Valparaiso University, Indiana. GPA 3.5 (3.7 Business)
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Honors: Dean’s List; Overseas Student Program, Cambridge, England.
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Certified Public Accountant – State of California, Certificate # 026469
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Certified Commercial Investment Member – International CCIM # 12879
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Real Estate Broker – State of Missouri #200-***-****
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Certified Business Intermediary – International Business Brokers Association
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ACTIVE MEMBERSHIPS
National Association of Realtors
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International CCIM Institute
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International Business Brokers Association
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PRIVATE PRACTICE
From 1990 to Present, I have been in private practice. I have been involved in the real estate and business brokerage
industries, facilitating the purchase and sale of hundreds of transactions. As facilitator, I am actively involved in:
a) Valuation of real estate and/or business properties
b) Marketing
c) Transaction negotiations
d) Lending programs, including SBA
e) Title & Escrow
f) Real Estate Commission policies and procedures
g) International Business Broker Association Code of Ethics