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Tresia Mckenzie

Tresia Mckenzie

Analyst at First Foundation Advisors

Rocklin, CA , United States

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

OrganizationRoleDate RangeDetails
First Foundation Inc.AnalystNov 2017 to Present
C&I
Community 1st BankNote departmentMay 2017 to Nov 2017
Note
Gap Inc.Cutomer Support and Fraud Analyst and Seasonal positionSep 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 FargoConsumer Loan UnderwriterMar 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

Loans
Credit
Banking
Mortgage Lending
Credit Analysis
Finance
Risk Management
Financial Analysis
Loan Origination
Portfolio Management

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