Management Project

DAVID R. SIMONS

*** **** *** *****; Encinitas, CA 92024

760-***-**** Day/Message •760-***-**** home • kc0q22@r.postjobfree.com

Qualifications for Executive-Level Manager/Director of Division

Offers 24 years of finance in an array of areas including bank divisional management, residential finance, construction financing, REO management, property portfolio management, development, project management, sales, marketing, power point presentation before boards and executive teams, forecasting, budgeting, strategic planning, all phases of writing leases, tenant improvements, tenant build out, design of commercial projects, governmental approvals, commercial financing, oversight of all divisional staff, underwriting, processing and funding oversight, oversight of commercial project construction, managing bank construction funds for multi-million dollar projects, legal review, workout agreements and banking merger and acquisition team member.

AREAS OF EXPERTISE

OPERATIONS, OPTIMIZING PERSONNEL AND WORKFLOW, BUDGETING, FORECASTING, CASH FLOW ANALYSIS, STAKEHOLDER COMMUNICATIONS, TEAM BUILDING AND LEADING TEAMS AND PROJECTS.

EMPLOYMENT SYNOPSIS

SUNSET OAKS, LLC

Managing Member, President……………………………………………………………….…2.2008-2012

Leads Projects Dictates Direction Sets Milestones Works with Stakeholders

Obtains Bids Approves Contracts Hires Contractors Budgets & Compares to Actual

Prepares Leases Reviews Leases Executes Leases Approves Tenant Improvements

Monitors Progress Compares with Goals Works with Attorneys Works with CPA

Schedules Authorizes Invoices Negotiates Manages Property Portfolio

WEST COAST BANK

Senior Vice President/Director of Lending Division………………………………….1993-2.2008

DIVISION DIRECTOR HIRES $300 MILLION PORTFOLIO WORKS ACROSS ALL COMPANY LINES

BUDGETS FORECASTS MEETS WITH BOARD INFORMS STAKEHOLDERS

REPORTS TO CEO REO MGMT CONSTRUCTION MGMT EXECUTIVE TEAM MEMBER

SARBANES CONTROLS SELLS MITIGATES RISK MEETS W/OUTSIDE AUDITORS

REVIEWS EMPLOYEES CLOSES NEGOTIATES PREPARES COMPLEX DATA FOR BOARD

WORKS WITH LEGAL DEVELOPS MEMBER M&A TEAM VOTING MEMBER OF OFFICER GROUP

CONSTRUCTION MGMT REWARDS WORKS WITH CFO COACHES COMMERCIAL LENDERS

UNDERWRITES COACHES ISSUES COUNTER OFFERS MANAGE RELATIONSHIPS EXTERNAL/IN

FIRST NORTHERN BANK

Vice President/Director of Lending Division ………………………………………..…1987-1993

Director of Division Hires REO Management Monitors Division Portfolio

Budgets Forecasts Credit Risk/Quality Attends Board Meetings

Rewards Negotiates Manages Relationships Presents Loans to Board for Approval

ACADEMIC CREDENTIALS AND AFFILIATIONS

CALIFORNIA STATE UNIVERSITY AT SACRAMENTO & U C DAVIS

Bachelor of Science – Dual Majors in Finance and Management

Boston University

Certification in Project Management

Licensed Real Estate Broker in the State of California

Designation of Master CMB by MBAA

(EXPERT CLASSIFICATION IN COMMERCIAL AND RESIDENTIAL FINANCING BY THE MBAA)

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