Manager Analyst
Resume:
Kiyoshi Suda
Mission Viejo, CA
adhkvv@r.postjobfree.com
Work Experience
Tax & Financial Group - Irvine, CA June, 2020 to Current Financial Advisor - Self-Employed August, 2020 to Current Associate - Self-Employed June, 2020 to August, 2020 Pacific Premier Bank - Irvine, CA June, 2020 to July, 2020 AVP, Portfolio Manager - Commercial Banking - Full-time Opus Bank - Irvine, CA October, 2015 to May, 2020
AVP, Portfolio Manager - Commercial Banking - Full-time March, 2019 to May, 2020
• Underwrite new credit facilities and managing a portfolio of existing relationships with complex structure and minimum loan size of $1,000,000.
• Worked closely with Relationship Managers and Credit Administration, prepared written submissions of prescreens and credit approvals to Credit Administration and renewed/modified existing loan facilities.
• Managed a portfolio of existing relationships including renewal and modification of loan facilities, assessed and recommended risk ratings, the completion of trend cards and problem loan report, the ongoing collection of financial statements and testing of financial covenants, as well as the monitoring of loan files to ensure compliance with policy and guidelines.
• Managed and monitor team’s pipeline for new and existing credit facilities. AVP, Portfolio Manager - Business Banking - Full-time December, 2017 to March, 2019 Team Lead, Sr. Credit Analyst, Credit Analysis Support Team - Full-time January, 2017 to December, 2017 Credit Analyst II, CAST - Full-time October, 2015 to January, 2017 MUFG Union Bank - Irvine, CA September, 2014 to October, 2015 Credit Analyst - Full-time
Torrey Pines Bank - Los Angeles, CA May, 2014 to September, 2014 Credit Analyst Intern - Full-time
Aegis Risk Management Insurance Services, Inc. - Torrance, CA April, 2013 to May, 2014 Account Assistant - Full-time
TCPL (Tokyo Central Pathology Laboratory) - Tokyo, Japan October, 2010 to February, 2013 Report Management - Part-time
Education
Soka University, Degree (BA) - Tokyo, Japan April, 2009 to March, 2013 Faculty of Business Administration
El Toro High School, Degree (GED) - Lake Forest, CA September, 2003 to June, 2007
General Education
Summaries of Skills, Hobbies
Skills
• Well experienced in personal computers (MS Word, Excel, PowerPoint, Outlook and Adobe Acrobat)
• AMS 360 (Agency Management System)
• Moody’s Risk Analyst Financial Spreading Software
• Credit Quest Financial Spreading Software
• nCino Software (Salesforce)
• Bukers Taxanalysis Software
• Bank Platform Fiserv/Navigator
• Terminal Emulation RUMBA 8.0
• English/Japanese Language: Native level
Qualifications
• 3rd Grade Certified Skilled Worker of Financial Planning (Japan) March, 2013
• California Department of Insurance Property Broker-Agent License September, 2013
• California Department of Insurance Casualty Broker-Agent License September, 2013
• California Department of Insurance Life-Only Agent License May, 2020
• California Department of Insurance Accident and Health Agent License May, 2020
• FINRA Securities Industry Essentials May, 2020
• FINRA Series 7 July, 2020
• FINRA Series 66 August, 2020
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