In March 2020, Shirley came to Canyon View from Santa Cruz County Bank (SCCB) where she started 16 years ago when the bank was still in formation, now with over $1 billion in assets. As an Associate Vice President, she was instrumental in supporting the bank’s rapid growth including one core conversion and two online banking conversions. During her tenure at SCCB, she developed and managed multiple products and services across many sectors. Prior to that, she was with Coast Commercial Bank where she handled investments, specializing in retirement plans.
Shirley has deep roots in our community as a Santa Cruz native, and began her banking career over 35 years ago. Throughout her career, she has overseen and been responsible for multiple departments across all aspects of the banking industry. Most notably, managing relationship & client services, policy & procedure development, internal training, investment IRAs, back-end operations, product development, and risk management.
Shirley’s extensive knowledge and wide-ranging experience make her the ideal individual to head up Canyon View’s compliance department. In her role, Shirley is responsible for all aspects of our corporate compliance including internal and external compliance, risk management, IRA custodian management & support, and many “behind the scenes” aspects of our annual real estate transactions including both new acquisitions and refinances. She works closely with our tenant in common (1031) investors as well as other outside partners including lenders and attorneys to assist the acquisitions team for a smooth closing experience. Finally, and perhaps more importantly, she ensures our policies and procedures are updated and accurately reflect the workflow in each department to allow for scalability to support our long-term growth. In her capacity, she interacts with all departments to help Canyon View maintain a high level of client service both internally and externally.
