Stephen Brooks Email & Phone Number

San Diego, California, United States

•Leads routine system maintenance and upgrades•Proactively evaluates systems for compliance, efficiency, ease of use, and member experience• Performs complex project management and research • Coordinates operational tasks, evaluating progress and timelines

San Diego, California, United States

Reviewed commercial real estate loan covenant reporting requirements.Underwrote requests for business credit cards and auto loans.Performed commercial real estate annual review process, overseeing a portfolio of $100 million.Analyzed loan documentation, commercial appraisals, environmental reports, and other documents as required.Prepared financial spreads for credit committee review.

San Diego, California

Originates credit and commercial loansPerforms on-going quality control to ensure efficiency of processes and proceduresEnsures section objectives, production goal standards and strategies are executed and align with division prioritiesInterviews and counsels prospective clients/ members to discuss available lending options and alternativesCollects and reviews supporting documents, e.g., balance sheets, profit and loss statements, business strategies employed, etc. to evaluate and underwrite business loans

Pensacola, Florida Area

· Exceeds service level agreement expectations while effectively managing more than 25 loans · Collects, reviews, and validates documentation required for mortgage lending · Establishes Loan Officer partnerships to foster member’s ease of doing business · Successfully booked over 24 million dollars in loans · Reviewed and analyzed financial statements, appraisals, and title work during the loan process.

Pensacola, Florida Area

· Educated and advised personal and business clients on products and services · Referred customers to an internal team of experts when complex financial goals and needs are recognized · Executed safe banking practices to include adhering to all applicable laws and regulations · Received, processed and completed applications for equity, direct and unsecured loans · Exceeded branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about financial solutions

Greater San Diego Area

· Interviewed, hired, and trained tour guides · Conducted weekly tours of the brewery · Worked as part of the marketing team, ensuring effective branding and marketing strategies · Managed logistics for off-site events, coordinating with other businesses and non-profits · Cultivated relationships with breweries for future partnerships

Oversaw annual, job, and day to day training of the five Marines; ensuring the safety and welfare of each Marine. • Supervised inventory check of equipment valued at over $300K; ensuring 100% accountability for all military equipment designated for field missions• Taught safety and procedure classes to increase productivity and decrease risk of injury during field missions • Supported construction design, planning, estimating, and management through preparation of architectural or mechanical drawings• Responsible for employing platoon and engineer equipment in support of the battalion’s scheme of maneuver performing a route reconnaissance to ensure traffic ability of the battalion’s assets and breaching obstacles to maintain the unit’s momentum