Mark Morales

Los Angeles, California, United States
City National Bank

California State University, Fullerton

1980-1981
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About

Mark's passion is making this world more equal and his lane is Small Business and Supplier Diversity.Mark has over 20 years of business banking experience and specializes in SBA financing and loan programs for diverse owned businesses. Mark has been assisting the City National CRA department in their efforts to create a Supplier Diversity program in tandem with RBC and their US operations. Awards: 2022 RBC Global Citizen Award, 2022 SCMSDC Leadership Excellence Award, 2020, 2021 CNB Community Involvement Awards, CA Department of Insurance 2018 Insurance Diversity Trailblazer, SBA Los Angeles District Office, 2016 Financial Services Champion of the Year.March 2015 - PresentChair - Diversity Task Force - California Department of InsuranceModerator - Diverse Suppliers: Business to Business (B2B) 2016, Persevering in a Pandemic 2020, Webinar host: Capability Statements and Matchmaking appointments 4th, 5th, 6th, 7th Insurance Diversity Summits, Host 2020- 2022 Virtual Insurance Diversity SummitsAugust 2015, August 2016, August 2022Speaker - NGLCC International Conferences Palm Springs, Ft Lauderdale and Las Vegas - SBA Resources for LGBTBEs, Insurance Diversity Initiative for the California Department of Insurance and Co host of the Financial Services PanelSeptember 2020 - PresentSmall Business Employer Advisory Committee - Employment Development Department (EDD)February 2018 to PresentLeadership Council - Los Angeles Business Council May 2020 to PresentBoard of Advisors - Equality CaliforniaMarch 2018 to PresentCommunity Advisory Panel - Southern California EdisonJune 2020 - PresentAdvisory Taskforce on the City of Los Angeles Regional Solicitation PortalJuly 2020 Equality California Institute Leadership AcademyMay 2013 to December 2019 President Emeritus - Los Angeles LGBTQ Chamber of Commerce (former Treasurer, VP and President)May 2019 - May 2021NMSDC Centers of Excellence Certificate ProgramExecutive Coaching & Mentorship with Minority Business Enterprises (MBE)April 2018TED Talk: The Business of EqualityFair Share for Equality - Equality CaliforniaFebruary 2016 - June 2016Featured Speaker - Farmers Insurance Employee Resource Group, Toyota Financial Services, CEO, Executives and BRG/ERG on the LGBT Business Community and Supplier DiversityMarch 2015Featured Speaker - Beauty Industry West - SBA Loan Programs/Access to CapitalMay 2011Nominating Committee KCET Local Heroes

Mark Morales In Short

Mark Morales is a highly experienced professional with over 31 years of work experience in the banking industry. He specializes in SBA financing and loan programs for diverse owned businesses, and has been involved in various organizations such as the City National CRA department and the City National CRA. Mark has received numerous awards and recognition, including the RBC Global Citizen Award and the SCMSDC Leadership Excellence Award. He has also been involved in the City National CRA's efforts to create a Supplier Diversity program. Mark's passion lies in making this world more equal and he has a strong background in SBA financing and loan programs for diverse owned businesses.

Mark Morales's Professional Milestones

  • District Manager | Accountant | Marketing Specialist (1992-01-01~1994-01-01): Improving financial efficiency and optimizing marketing strategies to drive business growth and increase profitability.
  • Vice President | Business Relationship Manager (2002-01-01~2007-01-01): Building strong relationships with key clients, improving their satisfaction and boosting their business growth.
  • Vice President | Small Business Relationship Manager (2007-01-01~2008-10-01): Strengthened positive partnerships, ensuring strategic collaborations and delivering exceptional customer experiences.
  • Real Estate Account Manager (2000-01-01~2001-01-01): Successfully secured new client accounts, surpassing sales targets and enhancing customer satisfaction.
  • Vice President | SBA Loan Specialist (2017-03-01~): Revolutionizing loan processing capabilities, driving efficiency and quality for clients, to expand market reach.
  • Assistant Vice President | Small Business Client Manager (2001-01-01~2002-01-01): Growing high-performing client base through effective communication and strategic planning.
  • Vice President - SBA Division (2015-03-01~2017-02-01): Driving strategic initiatives to achieve operational efficiency and market share growth.
  • Vice President | Business Relationship Manager (2002-01-01~2007-01-01): Driving business growth and providing strategic guidance to enhance business relationships and strengthen organizational reputation.
  • Vice President | Co-Owner (2013-02-01~): Establishing a successful company as a leader in the industry, delivering exceptional results in their real-world business
  • Payroll Sales Representative (1995-01-01~1997-01-01): Achieved record-breaking payroll accuracy, contributing to the success of a team of payroll professionals.
  • President Emeritus (2013-05-01~): Strengthened market leadership, driving the company to surpass revenue targets and establish an industry leader.
  • Vice President - SBA Division (2014-03-01~2015-02-01): Driving operational excellence through strategic planning and effective team leadership.
  • Vice President | Small Business Relationship Manager (2007-01-01~2008-10-01): Building strong relationships with local business stakeholders, fostering strategic partnerships for sustainable growth.
  • Vice President | Private Banking Manager (2008-10-01~2011-07-01): Driving strategic initiatives to maximize customer acquisition, retention, and profitability across private banking operations.
  • Vice President - Community Reinvestment (2017-03-01~): Developed and executed strategic investment plans to increase community engagement and maximize potential.
  • Business Owner | Community Leader | Supplier Diversity Advocate | Community Reinvestment & SBA: Growing a diverse and inclusive business through inclusive diversity strategies and community engagement initiatives.

Mark Morales's Emails and Phone Numbers

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Work Experience

City National Bank

Los Angeles,California,United States

Banking

6191
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Education

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Skill

Credit

Commercial Lending

Loans

Commercial Banking

Finance

Banking

Portfolio Management

Sales

Lines Of Credit

Relationship Management

Business Development

Marketing

Financial Analysis

Credit Analysis

Small Business

Real Estate

Small Business Lending

Mergers And Acquisitions

Commercial Mortgages

Treasury Management

Cross Selling

Sba

Underwriting

Loan Origination

Asset Based Lending

Cash Management

Commercial Real Estate

Consumer Lending

Investor Real Estate

Portfolio Development

Middle Market

Trade Finance

Sba 504

Certification

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Frequently asked questions

What is Mark Morales's email address?

We found 1 Mark Morales's email addresses

What is Mark Morales's phone numbers?

We found 1 Mark Morales's phone numbers

Which social media profiles does Mark Morales have?

Mark Morales's social media include: Linkedin, Facebook, Twitter, 

What company does Mark Morales work for?

Mark Morales works for City National Bank

What is Mark Morales's role in City National Bank?

Mark Morales's role in City National Bank is Business Owner | Community Leader | Supplier Diversity Advocate | Community Reinvestment & SBA

Which industry does Mark Morales work in?
Mark Morales works in the industry of Banking
Who are Mark Morales's colleagues?
Mark Morales's colleagues are Thomas Howell PMP, CSM, SAFe PO/PM, SAFe Agilist,vishnu Palwai,Gregory Newman-Martinez, JD
What is Mark Morales's latest job experience?

Mark Morales's latest job experience is Business Owner | Community Leader | Supplier Diversity Advocate | Community Reinvestment & SBA at City National Bank

What is Mark Morales's latest education?

Mark Morales's latest education in California State University, Fullerton

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Mark Morales is a highly experienced professional with over 31 years of work experience in the banking industry. He specializes in SBA financing and loan programs for diverse owned businesses, and has been involved in various organizations such as the City National CRA department and the City National CRA. Mark has received numerous awards and recognition, including the RBC Global Citizen Award and the SCMSDC Leadership Excellence Award. He has also been involved in the City National CRA's efforts to create a Supplier Diversity program. Mark's passion lies in making this world more equal and he has a strong background in SBA financing and loan programs for diverse owned businesses.
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