Kenneth Villa
Harbor City,CA
Summary
Detail-oriented financial professional specializing in customized financial plans that enhance client satisfaction. Effective in managing priorities in fast-paced environments while maintaining strong organizational skills and fostering team collaboration.
Overview
28
28
years of professional experience
Work History
Financial Representative
Northwestern Mutual
Manhattan Beach, CA
09.2025 - 05.2026
- Educated clients on investment strategies and risk management to enhance portfolio performance.
- Developed tailored financial plans to meet individual client objectives.
SR Home Lending Advisor
Chase Bank
Santa Monica, CA
10.2018 - 12.2019
- Managed loan documentation, ensuring compliance with regulatory standards and accuracy.
- Evaluated credit applications for approvals and risk assessments.
VP, Senior Mortgage Consultant
Union Bank, N.A.
Los Angeles, CA
01.2004 - 10.2018
- Cultivated strategic partnerships with senior relationship officers to identify and maximize benefit to client.
- Conducted client interviews to analyze financial and credit data, determining financing objectives.
- Maintained certifications and updated knowledge of underwriting policies.
Executive Assistant
Union Bank, N.A.
Los Angeles, CA
06.2002 - 01.2004
- Coordinated executive schedules and managed senior leadership meetings to enhance time efficiency.
- Assisted in project management by organizing timelines and allocating resources effectively.
- Prepared and edited correspondence to improve communication.
Operations Assistant
Union Bank, N.A.
Manhattan Beach, CA
11.1998 - 06.2002
- Streamlined daily operations, resulting in improved workflow and enhanced service delivery.
- Maintained detailed records of client interactions and service requests to enhance service quality.
- Prepared documentation for audits, ensuring adherence to compliance.
Education
Management Information Services -
California State University
Long Beach05-2012
Skills
- Fluent in Tagalog
- Financial planning
- Risk management
- Regulatory compliance
Timeline
Financial Representative
Northwestern Mutual
09.2025 - 05.2026
SR Home Lending Advisor
Chase Bank
10.2018 - 12.2019
VP, Senior Mortgage Consultant
Union Bank, N.A.
01.2004 - 10.2018
Executive Assistant
Union Bank, N.A.
06.2002 - 01.2004
Operations Assistant
Union Bank, N.A.
11.1998 - 06.2002
Management Information Services -
California State University