Zina Monroe

About Zina Monroe

Zina has been with Wells Fargo Bank for 30 Years and is responsible for the day-to-day management of a portfolio of Public Entity Clients throughout California. As an Executive Director and Sr. Lead Relationship Manager, Zina specializes in working with Public Entities while placing value on high touch dedicated service to her clients. Having worked with numerous amounts of cities, counties, school districts, special districts and other public agencies, she has a deep understanding of the challenges that public entities face and in finding solutions that create greater efficiencies.Zina is a member and attends Annual Conferences throughout California, League of California Cities, California Society of Municipal Finance Officers,(CSMFO), California Municipal Treasurers Association (CMTA), Bond Buyer California Public Finance, California Association County Treasurer and Tax Collectors,(CACTTC), Association of California Water Agencies,(ACWA), & California Special Districts Association,(CSDA), as well as attends quarterly meetings with the (CMTA),(CACTTC) and Local Chapter Meetings for (CSMFO) and (CSDA) to garner a deeper understanding of the challenges that Government Finance Officers face. Zina studied Business Administration, with a focus on Finance at San Jose State University and is very active throughout her Community with Non-Profit OrganizationsContent shared through this profile may be provided by or otherwise sourced from Wells shared through this profile may be provided by or otherwise sourced from Wells Fargo.Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates.Deposits held in non-U.S. branches, subsidiaries or affiliates are not FDIC or CDIC insured. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Experience

1. Executive Director

   Wells Fargo

   Feb 2025 — Present

Education

• San José State University

  Business Administration and Management, General

  1988 — 2001

Skills

• Wealth Management
• Loan Origination
• Commercial Banking
• Relationship Management
• Private Banking
• Mortgage Lending
• Underwriting
• Commercial Lending
• Business Relationship Management
• Small Business Lending
• Cross Selling
• Cash Flow
• Retail Banking
• Cash Management
• Credit Analysis
• Credit Risk
• Credit
• Lines of Credit
• Asset Based Lending
• Banking
• Risk Management
• Commercial Mortgages
• Sba
• Portfolio Management
• Treasury Management
• Loans
• Financial Analysis