About
Tresia Mckenzie is an Analyst at First Foundation Inc., based in Rocklin, California. In her current role, she is involved in commercial loan documentation and supports various aspects of credit analysis and risk management within the financial services sector. Her core responsibilities likely include processing loan documentation, assessing lending risk, and supporting underwriting teams in the commercial and residential lending space, reflecting her expertise in lending procedures and compliance.
With a career spanning over eight years in finance and client services, Tresia has developed a strong background in credit analysis and fraud investigation. Prior to joining First Foundation Inc. in 2017, she worked in the Note Department at Community 1st Bank and as a Customer Support and Fraud Analyst at Gap Inc., where she honed her skills in risk mitigation and customer relations.
Tresia brings a detail-oriented approach to her work and has focused primarily on commercial lending, credit risk, and loan processing throughout her career. While her educational background is not detailed in public records, her track record underscores her hands-on expertise in lending operations, credit documentation, and financial compliance within the banking sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| First Foundation Inc. | Analyst | Nov 2017 to Present | C&I |
| Community 1st Bank | Note department | May 2017 to Nov 2017 | Note |
| Gap Inc. | Cutomer Support and Fraud Analyst and Seasonal position | Sep 2016 to Sep 2017 | Who investigates forgery and theft within customers’ accounts and transactions on behalf of a bank or a financial institution. They track and monitor the bank’s transactions and activity that comes th... |
| Wells Fargo | Consumer Loan Underwriter | Mar 2001 to Oct 2009 | Responsible for providing services to customers seeking a Variety of consumer products -Process and Manage credit decisions on recommending complex Credit/loans requests, which includes those secured ... |
Education
NAaaa
General, a
Skills & Expertise
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| Commercial Portfolio Manager | Naples, FL , United States | |
P Phillip Chong | Trading Supervisor | Irvine, CA , United States |
| VP, CRE Portfolio Manager | Anaheim, CA , United States | |
| AVP, Corporate Portfolio Manager | Sacramento, CA , United States |
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