Tracy Chen
VP & Business Center Manager at California Bank & Trust | Santa Monica, California, United States
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Tracy Chen serves as the Vice President and Business Center Manager at California Bank & Trust, where she leverages over 20 years of experience in business banking to empower entrepreneurs and businesses of all sizes. With a robust background in relationship building, Tracy excels in understanding the unique financial needs of her clients, ranging from sole proprietorships to multinational corporations. Her expertise in construction finance, SBA start-up loans, and debt refinancing has positioned her as a trusted advisor in the industry.
In her current role, Tracy has spearheaded significant projects that underscore her commitment to client success. Notably, in 2022, she achieved an impressive $16 million in loan and deposit production, demonstrating her ability to drive growth and foster strong commercial relationships. By referring and funding commercial depository accounts with operating balances exceeding $10 million, she has not only enhanced the bank's portfolio but also opened avenues for potential investment portfolios totaling $50 million through the Specialty Deposit Service. Her accomplishments in 2021, which included $12 million in loan and deposit production and recognition as a President's Club top performer, further highlight her dedication to excellence and strategic planning.
Tracy's leadership extends beyond individual transactions; she is passionate about team management and cultivating a collaborative environment where innovation thrives. Her advanced credit skills, certified by Zions Bancorp, equip her to navigate complex financial landscapes, ensuring that her clients receive tailored solutions that align with their aspirations. Ultimately, Tracy Chen embodies the spirit of partnership in banking, making a meaningful impact on the lives and businesses she serves.
VP & Business Center Manager at California Bank & Trust in August 2021 to Present
VP & Business Relationship Banker at California Bank & Trust in January 2021 to August 2021
VP & Business Relationship Banker at California Bank & Trust in January 2019 to January 2021
Vocational ESL Instructor at Various Non Profit Organizations in September 2016 to December 2018
Graduate Student at Various Non Profit Organizations in April 2015 to March 2018
VP & Business Development Officer at East West Bank in November 2013 to March 2015
VP & Commercial Banker at California Bank & Trust in August 2013 to November 2013
VP & Small Business Relationship Banker at California Bank & Trust in May 2011 to August 2013
VP & Personal Banking Officer at California Bank & Trust in January 2003 to April 2011
AVP & Loan Officer at United National Bank in May 2001 to January 2002
Loan Officer at United National Bank in June 1999 to May 2001
Loan Officer Trainee at United National Bank in June 1998 to May 1999
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Underwriting
Critical Thinking
Financial Crimes Investigations
Oral Communication
Consultative Approach
Microsoft Excel
Cross-functional Problem Solving
Marketing
Customer Service
Sales
Value Propositions
Consultative Selling
Business Process Improvement
Project Plans
Attention to Detail
Public Speaking
Time Management
Writing
Relationship Building
Presentation Skills
Event Coordination
Content Creation
Communication
Credit Risk Management
Construction Finance
SBA Start-Up & Debt Refinance
College Composition
Online presentation
Cross-cultural Communication Skills
Trade Finance
Underwrting
Team Management
SBA Lending
Finance
Portfolio Management
Leadership
Commercial Banking
Cash Management
Investments
Real Estate Financing
Mergers & Acquisitions
Business Development
Financial Risk
Analysis
Loans
Credit
Real Estate
Corporate Finance
Due Diligence
Financial Analysis
Microsoft Office
Management
SBA 504
Relationship Management
Commercial real estate acquisition & refinancing
Working capital & asset base lending
English as a Second Language (ESL)
Academic Writing
Multimedia Presentation
Strategic Planning
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Discover more about California Bank & TrustWhat is Tracy Chen email address?
Email Tracy Chen at [email protected]. This email is the most updated Tracy Chen email found in 2026.
How to contact Tracy Chen?
To contact Tracy Chen send an email to [email protected]. (updated on November 04, 2024)
What company does Tracy Chen work for?
Tracy Chen works for California Bank & Trust
What is Tracy Chen's role at California Bank & Trust?
Tracy Chen is VP & Business Center Manager
What is Tracy Chen's Phone Number?
Tracy Chen's phone (213) ***-*158
What industry does Tracy Chen work in?
Tracy Chen works in the Banking industry.
Tracy Chen Email Addresses
Tracy Chen Phone Numbers
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