Open To Work
KEVIN MCENTIRE
Work Preference
Summary
Customer-centric financial professional with over twenty years in financial services, specializing in banking operations, commercial lending, and real estate. Proven skills in building long-lasting client relationships and driving program effectiveness through strategic engagement. Committed to achieving company goals while delivering exceptional customer service.
Overview
32
32
years of professional experience
1
1
Certification
Work History
President
U.S. GLOBAL RELIEF FUND, INC.
Cardiff
04.2011 - Current
- Oversaw leadership strategy and operations, enhancing community engagement and program effectiveness through targeted initiatives that aligned with community needs.
- Collaborated with grant writing specialist to secure diverse funding sources, launching multiple successful programs that addressed community needs.
- Introduced technical innovations through corporate sponsorships, expanding social media outreach and fundraising efforts.
- Mentored volunteer staff, cultivating a knowledgeable team that improved program delivery and increased participant satisfaction.
- Verified adherence to legal, ethical, and regulatory standards, reporting findings to board of directors.
Business Development Officer
MISSION NATIONAL BANK
Ontario
02.2006 - 07.2006
- Guided small business clients through application process for SBA 7(a) and 504 loan programs, improving access to funding.
- Cultivated relationships with real estate brokers, CPAs, and professional associations, enhancing referral network effectiveness.
- Assessed client eligibility through interviews and financial review, facilitating prequalification for loan programs.
- Ensured application accuracy and completeness, enabling timely processing and submission of packages for underwriting approval.
- Conducted weekly client follow-ups, increasing client satisfaction and support throughout loan process.
- Verified that documentation complied with federal and state fair lending practices.
Commercial Sales & Lease, Industrial Specialist
COLDWELL BANKER COMMERCIAL - ALMAR GROUP
Temecula
10.2004 - 11.2005
- Led business development for sale and lease of commercial properties across 13 cities, significantly increasing market presence in Inland Empire.
- Structured and negotiated transactions for buyers and sellers, including lease and purchase contracts.
- Facilitated successful closings by coordinating transactions between buyers and lending institutions.
- Maintained communication throughout escrow process, addressing issues promptly.
- Cultivated a network of clients through outreach, generating qualified leads and referrals that strengthened long-term relationships.
- Established communication with local builders, brokers, and investors to effectively promote services and drive engagement.
- Developed and tracked marketing programs and collateral materials, evaluating effectiveness and return on investment.
Private Banking Associate
WELLS FARGO BANK
San Diego
11.1998 - 04.2001
- Cultivated relationships with high net worth clients, increasing assets under management by acquiring new clients and delivering comprehensive financial services including portfolio management, trust services, and banking solutions.
- Qualified prospective clients and implemented tailored sales strategies, enhancing client retention and loyalty.
- Provided exceptional customer service to clients through phone and in-person interactions, addressing inquiries and facilitating banking transactions such as foreign currency exchanges, cashier's checks, and wire transfers.
- Coordinated with heads of Wells Fargo banking, trust, and brokerage departments to ensure accurate processing and resolve client issues efficiently.
- Acted as liaison between conventional bank and clients to facilitate a seamless financial experience across multiple departments.
Operations Officer, Private Client Services
WELLS FARGO BANK
San Francisco
03.1994 - 11.1998
- Granted lending authority of $5 million secured and $500,000 unsecured, facilitating branch operations across 12 western states.
- Ensured compliance with federal regulations and operating procedures, enhancing operational integrity and teamwork.
- Verified financial transactions across multiple banking systems, maintaining accuracy and integrity across operations.
- Trained and coached new private client service employees on CRM and procedures, reducing onboarding time and improving integration.
Education
Express Lending - continued SBA training
U.S. SMALL BUSINESS ADMINISTRATION
Glendale, CA01-2006
Property Management -
REAL ESTATE TRAINERS INC.
Santa Ana, CA01-2005
California Real Estate Practice -
SADDLEBACK COLLEGE
Mission Viejo, CA01-2004
California Real Estate Principles -
PALOMAR COLLEGE
Escondido, CA01-2003
General Education courses -
GOLDEN GATE UNIVERSITY / COLLEGE OF MARIN / SANTA ROSA JUNIOR COLLEGE
San Francisco, CASkills
- Financial products and services
- Client relationship management
- Risk assessment
- Customer service excellence
- Cash flow management
- Loan processing
- Consultative sales techniques
- Technology demonstration
- Active listening skills
- Strategic Planning
Certification
- Licensed Life Agent, CALIFORNIA DEPARTMENT OF INSURANCE, not active
- Licensed Real Estate Agent, CALIFORNIA DEPARTMENT OF REAL ESTATE, not active
Personal Information
Title: RELATIONSHIP BANKER / FINANCIAL SERVICES CONSULTANT
Timeline
President
U.S. GLOBAL RELIEF FUND, INC.
04.2011 - Current
Business Development Officer
MISSION NATIONAL BANK
02.2006 - 07.2006
Commercial Sales & Lease, Industrial Specialist
COLDWELL BANKER COMMERCIAL - ALMAR GROUP
10.2004 - 11.2005
Private Banking Associate
WELLS FARGO BANK
11.1998 - 04.2001
Operations Officer, Private Client Services
WELLS FARGO BANK
03.1994 - 11.1998
Express Lending - continued SBA training
U.S. SMALL BUSINESS ADMINISTRATION
Property Management -
REAL ESTATE TRAINERS INC.
California Real Estate Practice -
SADDLEBACK COLLEGE
California Real Estate Principles -
PALOMAR COLLEGE
General Education courses -
GOLDEN GATE UNIVERSITY / COLLEGE OF MARIN / SANTA ROSA JUNIOR COLLEGE