Carlos Diaz
Professional Accomplishments
Lead System Analyst – Financial Aid
Ensure regulatory compliance with Federal, State, Institutional and Title IV Financial Aid programs.
Responsible for analyzing, testing, and coordinating financial aid and enrollment management data
Develop and maintain training, reports, audit support and analysis of financial aid programs Federal and State Aid Year End Reconciliation
Evaluate current business processes to identify process improvements and opportunities for automation with a focus on business modernization
Configure systems to post Federal, State and Institutional Financial Aid Awards to Students Manage the implementation of systems upgrades/bundles/patches for the Financial Aid department.
Buyer II – Facilities Management
Purchase of commodities and services following guidelines and state policies Write and review contracts and service orders for various departments within Fac Mgmt Write and Review requests for quotes (RFQs) for multiple departments within Fac Mgmt Assist with testing and implementing new Maintenance Management System Assist in verification of Budget Transactions for 8 departments within Fac Mgmt Work with Accounts Payable and Shipping and Receiving to solve invoice discrepancies Work with Vendor partners to insure timely delivery of supplies and services Buyer II – Procurement Office
Purchase of commodities and services following guidelines and state policies Write and review contracts and service orders for various departments Write and Review requests for quotes (RFQs) for multiple departments Assist Accounts Payable and Departments find resolution to encumbrance /invoice discrepancies
Go-to person for PeopleSoft questions regarding encumbrance or purchasing process Assist with resolving shipping and receiving discrepancies Work with vendor partners to insure timely delivery of supplies and resolve backorder situations Assist with testing and implementing new versions and upgrades of People Soft Part of the Accessible Technology Initiative (ATI) Procurement Committee – responsible for following policies ensuring Section 508 Standards are met in the procurement of electronic and information technology.
Work as part of a team to develop new policies to meet ATI requirements Responsible for maintaining department website
Information Systems and Web Support
Network operation and maintenance
Website operation and maintenance
Hardware troubleshooting and repair
Software installation and troubleshooting
Assist IT Manager with implementation of new systems
Carlos Diaz
Purchasing and Inventory Supervisor
Manage staff in charge of distribution and replenishment of medical supplies Manage staff in Shipping and Receiving department
Purchase and replenish medical supplies for hospital departments Place purchase orders according to organization standards Procurement of Medical Equipment for Hospital departments Place and monitor purchase orders to confirm availability of supplies Work with vendor partners to insure timely delivery of supplies and resolve backorder situations Maintain and manage procurement for 3700 SKUs of inventory over two hospitals Forecasting of inventory usage and replenishment
responsible for the procurement of medical equipment for two hospitals Responsible for performing and calculating year-end inventory as well as cycle counts Maintain accuracy of on-hand balances
Create and analyze reports regarding inventory, forecasting, fill rate analysis, and product rotation Assist with resolving accounts payable discrepancies and shipping and receiving discrepancies Assist with testing and implementing of new versions of Material Management software Redesigned storeroom area for increased picking efficiency and optimum performance by distribution crew
Key member in the transition to desktop deliveries for OfficeMax Lieutenant Fortuna Volunteer Fire Dept
Monthly testing of equipment and apparatus necessary for fire suppression Assign new members tools and Personal Protection Equipment Assist training officer with weekly fire/medical drills Maintain Log of equipment on fire engines
Employment History
Dec, 2017 - Present
Sept, 2015 – Dec, 2017
April, 2009- Aug, 2015
Sept, 2008 –March, 2009
June, 2002 – July 2008
Lead Systems Analyst
Buyer II
Buyer II
IT Technician
Purchasing and Inventory
Supervisor
Cal Poly Humboldt, Arcata CA
Cal Poly Humboldt, Arcata CA
Cal Poly Humboldt, Arcata CA
C. Crane Company, Fortuna, CA
St Joseph Health Sys, Eureka, CA
November, 2009 – Present Lieutenant Fortuna Vol Fire
Dept.
Fortuna Volunteer Fire Dept.
Education
2001 BS Computer Information
Systems/ Minor in Business
Administration
Humboldt State University,
Arcata, CA
I am eager to bring my diverse skill set, passion for promoting intellectual inquiry, and commitment to fostering a supportive vision for the City of Fortuna. I am confident that my educational and professional background, leadership roles, and professional conduct aligns with the needs of the city and its Council Members.
Thank you for considering my application. I am enthusiastic about the opportunity to contribute to the City of Fortuna and look forward to the possibility of discussing how my experiences and skills align with the needs of Fortuna.
MichaelJetter Kein
Professional Experience
Humboldt County, Planning and Building, Eureka CA April 2022 – Present Associate Planner
o Collects, research, reviews, and organizes field and office data for the development of staff reports, analysis of planning elements, and/or development or modification of current land use policies and environmental reviews/analyses. o Prepare a variety of periodic and special reports regarding assigned activities; makes presentations to the public, special districts and agencies utilizing local code, state, and federal regulations.
o Participate in coordinating County planning and development related activities with other County departments and with outside agencies.
o Inspects and monitors County cannabis and mining operations to review environmental standards and imposed regulatory conditions to operations.
City of Fortuna Planning Commission, Fortuna
CA Planning Commissioner – Chairperson
Jan 2022 – Present
o Serves as an advisory body to the City Council on land use matters, including review of development plans for consistency with the General Plan, Zoning Code, Subdivision Code, and Sign Ordinances.
o Review and determine Special Permits, Conditional Use Permits, Variances, Design Review and appeals from staff.
o Complete adoption or amendments of the General Plan and specific and redevelopment plans for the future physical development of the city.
Humboldt County DHHS, Eureka, CA May 2018 – March 2022
Staff Services Specialist and Moves Coordinator
o Draft and/or design proposed space configurations, electrical and data outlines, and equipment/furniture placement.
o Create, maintain, and monitor facility-related lease/service agreements and contracts with outside vendors and contractors.
o Monitor vendor/contractor/landlord performance, ensures work is done in accordance with requirements, and resolves disparities.
o Evaluates buildings and sites for compliance with legal requirements such as Americans with Disabilities Act and Develops data tools such as forms, spreadsheets, and reports.
Humboldt County Public Works, Eureka, CA May 2017 – May 2018 Work Crew Leader
o Coordinate, design, and schedule projects for work crew and staff o Develop estimates, purchase orders, and procure materials needed for designs and projects for the Department of Health and Human Services and Humboldt County
o Manage General Relief participants and organize schedules, duties, and projects. o Facilitate safety measures and protocols to maintain a safe and healthy work zone.
Fresh Roots Humboldt, Eureka, CA Jan. 2014 – May 2017
Co-owner/ Landscaper / Farmer
o Develop horticultural and food production-based gardens and maintain, prune, and develop landscapes.
o Manage and Schedule clients and employees.
o Design and facilitate the implication of new and existing landscapes for both residential and commercial properties.
o Maintain and repair equipment necessary for landscape maintenance and development.
Jefferson Center, Eureka, CA July 2013 – May 2014
Food Security Specialist
o Develop and maintain high production gardens for community distribution, public instruction, and kitchen demonstrations.
o Continue to expound on community partnerships within Humboldt County, while developing long lasting support and funding networks
o Coordinate free community produce distribution and provide CalFresh application assistance.
California Dept. of Fish and Wildlife, Arcata, CA Jan. 2012 – Jan. 2014 Scientific Aide
o Participate in salmonid carcass surveys and redd counts. o Dive and identify juvenile Coho during distribution surveys. o Collect and organize data for final basin report.
o Educate public in regard to salmonid and riverine protection.
Salmon River Restoration, Sawyers Bar, CA Sept. 2011 – Dec. 2012 Watershed Education Coordinator / Fisheries Technician
o Develop and present scientific curriculum for Watershed Education Program with local elementary schools.
o Research, write, and manage grants for future program funding and report to current funders.
o Develop and co-coordinate new projects in conjunction with local, state, and federal agencies.
o Coordinate juvenile Coho and steelhead presence surveys and creek mouth enhancement projects.
AmeriCorps Watershed Stewards, Fortuna, CA Jan. 2009 – Nov. 2010 Salmon River Restoration Council Staff
o Acquired experience in salmonid monitoring and restoration efforts, GPS/ArcGIS, river and watershed ecology, water flow/temperature monitoring, noxious weed monitoring and control, Watershed Education, and community outreach. o Developed grant proposals in coordination with the SRRC for future funding of the watershed education and fisheries programs.
Other Experience
Big Brothers and Big Sisters of the North Coast June 2018 – 2023 Board of Directors Member / Secretary
o Maintain and develop notes during general BOD meeting and keep accurate record.
o Work with ED to develop grants and raise funds.
North Coast Garden Collaborative, Humboldt, CA Feb 2013 – June 2017 Steering Committee Member
o Assist NCCGC employees on developing new community gardens and distributing available funds to members.
University of South Florida, Tampa, FL June 2008 - January 2009 Sulphur Springs Community Initiative Graduate Assistant o Worked to coauthor and develop the Campus Compact Community Initiative Handbook and spearheaded environmental education fairs at Sulphur Springs Elementary School, Tampa. FL
o Developed tours and curriculum for USF Botanical Gardens in conjunction with the Sulphur Springs Community Initiative
Legislative Directed Study, 2008 Florida Session January 2008 – May 2008 Community Initiative Policy Internship
o Gained experience working with local and state legislators in regard to developing an understanding of the legislative process.
o Developed key knowledge to governmental issues in respect to environmental matters and resolutions.
Hillsborough County Commission, Tampa, FL Aug 2007 – May 2008 Commission Intern, District Four
o Responsible for research on issues for constituents and the District Four Commissioner Four Commissioner while developing proposals and solutions to citizen concerns.
o Worked to inform county constituents of ongoing Commission proposals and ordinances.
Job Related Trainings
o NSC First Aide 40 Hour Course
o ADA California Relay Service Training 2019, 2020, 2022, 2024 o FEMA Emergency Response Core Basic 2018, 2020
o Basic and Intermediate Excel Training, College of the Redwoods 2019 o Defensive Driving 2017, 2018, 2020, 2024
o Asbestos Removal 16 Hour Card
o ADA Training 2017, 2019, 2020, 2024
o OSHA 30 Hour Certification
o Grant Management Training 2009, 2010, 2012, 2021, 2022 o Grant Reporting Training 2010, 2012, 2023
Education
Louisiana State University, Shreveport, LA
o Master of Business Administration – Project Management May 2024 University of the Pacific - Benerd College, Stockton, CA o Human Resources Management Certificate May 2022
University of the Pacific - Benerd College, Stockton, CA o Leadership Development Certificate - Organizational Leadership April 2021 University of South Florida, Tampa, FL
o Bachelor of Science - Environmental Science and Policy May 2008 Saint Petersburg College, Saint Petersburg, FL
o Associates of Arts – Environmental Studies May 2006
Michael Kein
Reference List
Cliff Johnson
Planning Manager
Humboldt County Planning and Building Development
Robert Russel
Deputy Director
Humboldt County Planning and Building Department
Florence Parks
Executive Director
Big Brothers and Big Sisters of the North Coast
Arryan Kianipey
Experience
Sequoia Springs, Fortuna - Director of Sales and Marketing November 2024 - Current
● Spearheaded market research initiatives identifying emerging trends and competitor vulnerabilities, driving data-backed growth strategies for Independent Living, Assisted Living, and Memory Care programs. ● Designed and executed strategic sales/marketing plans, achieving a 15% reduction in lead-to-residency cycle time within first 2 months. ● Collaborated cross-functionally to align marketing campaigns with operational capabilities, boosting occupancy rates to 95% (10% above regional average).
● Analyzed sales performance metrics, delivering monthly executive reports with actionable insights to sustain revenue growth.
Valorem Lending, Foothill Ranch - VA Mortgage Production Manager November 2023 - November 2024
● Expanded team from 3 to 12 Loan Officers, each now funding at least 4 million in loan volume per month.
● Tripled total company-wide loan funding volume from 10 million to over 30 million through a combination of 1-on-1 live coaching, deep trainings, and constant refinements of company script.
● Spearheaded the implementation of a new Salesforce technology stack, integrating a dialer and submission system directly with priority lenders.
● Consistently managed a personal pipeline of over 3 million in loan volume from past funded clients.
● Focused on fostering company growth and positive culture during a challenging period for the mortgage industry.
Valorem Lending, Foothill Ranch - VA Mortgage Specialist May 2023 - November 2023
● Conducted in-depth financial assessments to determine client loan eligibility.
● Provided clear guidance on loan terms, interest rates, and repayment options.
● Collaborated with underwriters to ensure timely and precise loan closings.
● Cultivated strong client relationships, driving high customer retention and referral rates.
● Ranked in the top 3% of VA Mortgage Originators for 2023. ● Top 1% of Loan Officers with speed to close for 2023.
Consulting Utility Forester - CNUC
April 2022 - May 2023
● Identification, inspection, and evaluation of trees and brush along utility lines.
● Submitted inspection results to utility clients with remediation recommendations.
● Extensive drive time through the state inspecting vegetation management work.
● Conducted safety audits, unit reporting accuracy checks, and ensured accounting accuracy.
● Assisted during major storm events as needed.
● Frequently assigned to difficult customers and house calls for evaluation of trees in backyards near power lines, leveraging strong interpersonal skills to connect with clients and facilitate tree removals.
Mutual of Omaha - Retail Loan Officer Manager - HECM Division January 2021 - June 2022
● Led a sales team, growing it from 6 to 20 members within a year. ● Achieved top team sales performance for multiple consecutive quarters, exceeding targets by 30%.
● Developed strategic partnerships and served as a key resource for pre-sales engineering functions.
● Became a subject matter expert on product offerings, providing extensive support to partners and customers.
● Designed and implemented AMR (Automated Material Handling) systems, improving customer operations and driving sales growth.
Sovereign Lending Group - Retail Mortgage Loan Officer
January 2020 - January 2021
● Built strong relationships with homeowners, assessing financial situations to recommend suitable mortgage products.
● Processed loan applications, collecting necessary documentation and ensuring timely submissions.
● Closed 18 out of 23 loans within the first month, funding nearly 7 million in volume.
● Maintained high client satisfaction through frequent communication and updates throughout the loan process.
Additional
● Certificates: NMLS, HIS, DRM
Interests
Weightlifting, Backpacking, Calisthenics, Sailing, Paddleboarding
Arlene Spiers
PROFESSIONAL SUMMARY
A dedicated finance and operations professional with over 17 years of comprehensive experience in accounts receivable/payable, general ledger accounting, payroll administration, human resources, and grant management.
Adept at streamlining processes and leading teams in both private and public sectors, I bring a proven track record of problem-solving, fiscal responsibility, and effective cross-functional collaboration.
CORE COMPETENCIES
• Financial & Budget Management
• Payroll Administration & Tax Compliance
• Accounts Receivable/Payable
• Grant Research & Administration
• Human Resources & Employee Relations
• Process Improvement & Strategic Planning
• Vendor & Contract Management
• Team Leadership & Training
PROFESSIONAL EXPERIENCE
United Indian Health Services, Arcata, CA
United Indian Health Services (UIHS) provides a comprehensive model of rural health care and preventative programs for all age groups.
Grant Analyst | 2022 – Present
• Identify, evaluate, and manage grant opportunities to expand financial resources and program impact. • Oversee the complete grant lifecycle, ensuring compliance and timely reporting for all active projects. • Collaborate with cross-functional teams to align funding strategies with organizational goals.
Payroll Specialist | 2017 – 2022
• Administered payroll for 250+ employees, ensuring accurate and timely processing of paychecks. • Managed quarterly state payroll tax payments and maintained accurate leave balances. • Recorded general ledger entries and resolved complex payroll discrepancies, enhancing overall operational efficiency.
• Conducted new employee orientations to ensure a smooth onboarding process.
Lake Washington School District, Redmond, WA
Serving the community between Lake Washington and the Cascade Mountains, this district is committed to educational excellence.
Office Manager, Rosa Parks Elementary | 2013 – 2014
• Served as the primary liaison for parents and community members, maintaining a welcoming and organized school environment.
• Directed daily administrative functions, including office processes, budget management, and AR/AP operations.
• Coordinated school events and managed the principal’s calendar, ensuring efficient scheduling and communications.
South Bay Union School District, Eureka, CA
A K-8 district serving diverse communities, committed to fostering educational achievement and community engagement.
Business Manager | 2007 – 2013
• Developed and managed a $10M budget with a strategic three-year forecast; presented financial plans to the school board and faculty.
• Supervised vendor relationships, ensuring adherence to contract terms and prompt invoice reconciliation. • Oversaw government grant processes by monitoring accounts receivable, managing bank reconciliations, and ensuring appropriate fund utilization.
• Led human resources functions including payroll processing, benefits management, new employee orientation, and policy compliance audits.
Humboldt County Office of Education, Eureka, CA
This countywide organization supports 31 school districts, delivering quality education to approximately 18,000 students.
Principal Account Technician, Payroll | 2005 – 2007
• Processed payroll for over 300 county employees, ensuring compliance with state payroll tax regulations. • Maintained accurate records of sick leave, vacation, and other employee balances. • Executed general ledger entries and managed quarterly tax payments to uphold financial integrity.
EDUCATION & CERTIFICATIONS
• AA Business and Accounting - College of the Redwoods, Eureka CA
PROFESSIONAL DEVELOPMENT
• Continuous training in financial systems, payroll software, and leadership management. • Regular participation in workshops and seminars focused on process improvement and public sector financial management.
TECHNICAL SKILLS
• Proficient in accounting and payroll software
• Advanced MS Office Suite
• Strong analytical and problem-solving abilities