1. JACK WHITSEL
8131 SE Irina Court 503-360-5918
Portland, Oregon 97206 jckwhitsel@gmail.com
Objective
Achieve a challenging position in finance/business operations, which will utilize
my proven abilities of analysis, leadership, and sales to enhance corporate
profitability.
Qualifications
• Leadership Analysis Economic Efficiency
• Research Budgeting Time Management
Achievements
Analyzed equity products for Wells Fargo. Examine loan products, initiated judgment decisions based
upon criteria both within and outside of guidelines. Interpreted bank policy and assisted co-workers with
loan application, policy, and guidelines regarding the Financial Reform act. Registered with SAFE. Strong
self-reliance – working as remote underwriter for seven years. Results: Consistently maintained high
productivity, quality and customer loyalty. Ranked within the top 5% for productivity for eleven years as
an underwriter. Won the service excellence award in 2011. (Consists of the top 1% of the whole
corporation).
Managed Treasury Management reconciliation team for US Bank. Monitored staff productivity, created
reports for upper- management and updated all databases and worksheets for statistical analysis.
Results: Achieved a .5% error rate, reduced overtime hours by 98%, maintained all service level
agreements with a reduced FTE ratio and created employee incentive rewards for excellence in
achievement.
Analyzed consumer loan products for US Bank. Examined collateral and income documents in a high
volume environment, viewed secured/unsecured loan products, initiated judgment decisions based upon
criteria outside of guidelines, interpreted bank policy and assisted co-workers with loan application and
policy. Results: Maintained a production level consistently within the top 10% of US Bancorp, consistently
achieved an “excellence” rating on all performance reviews.
Award winning Published author of the Dragon Rising Series. Published with Twilight Times/Palladia
Books.

2. WHITSEL Page 2
Professional Experience
Wells Fargo
Underwriter III Portland, OR 2003-
2014 Responsibilities include: Senior Underwriter making analytical decisions
involving equity bank products. Processing the appropriate documentation on
individual accounts in a high volume business atmosphere. Being aware of fair
lending regulations and applying them in a decisive and efficient manner.
US BANK
Treasury Management Supervisor Portland, OR 2001-2003
Responsibilities include: Responsible for the staffing and production of the
Reconciliation group of ARP. Create the necessary reports for upper-
management that involve cost analysis, productivity statistics, and general
resource management. Serve as liaison with various departments within US
Bank. Communicate with our business clients to answer and resolve problems.
US BANK
Underwriter Portland, OR 1995-2001
Responsibilities include: Making analytical decisions involving equity and non-
equity bank products. Processing the appropriate documentation on individual
accounts in a high volume business atmosphere. Being aware of fair lending
regulations and applying them in a decisive and efficient manner.

3. EDUCATION
B.S. Finance Portland State University
Portland,OR
Associate of Science Portland Community College
Portland,OR
Certificate Of Investigation Anton Pacific
Portland,OR
References
Rebecca Saiz/Lending Manager (Wells Fargo): 602-328-5234
Ignacio Leon/Area Lending Manager (Wells Fargo): 602-328-5528