Financial Executive Bio’s

Executive Bio’s

Robert C. Steinke

Robert C. Steinke, Chairman of the Board, is the controlling shareholder in Monterey. Prior to founding Monterey Financial Services, Robert worked to established himself in the consumer finance and collection industry. In 1968 he began his career financing health club memberships and was promoted to President of Universal Guardian Acceptance Corp in 1979, managing eight offices and a receivables portfolio which exceeded twenty million dollars. In 1982, Robert joined Travelers Acceptance Corp as Executive Vice President and his primary responsibility was to diversify the client base for them, thereby reducing dependence on the health club industry. He eventually developed Travelers Financial Services, Inc into a leading financial service provider in many unique industries.

Chris Hughes

Chris Hughes, President & CEO, graduated from San Diego State University in 1993 with a degree in Business Administration and a concentration in Marketing. Chris joined Monterey Financial Services in 1995 in the loan-servicing department and quickly proved himself as a top performer there and in the bad debt recovery department, exceeding company goals. In 1996 Chris was promoted first to Assistant Manager and soon after Manager of Monterey’s Collection Agency. In the year 2000 he was promoted to Vice President of Operations, directing Monterey’s Finance, Loan Servicing, and Collection divisions. In 2007 he moved up to Executive Vice President where his responsibilities increased to the oversight of IT, Human Resources, Cashiering, Accounting, and all Corporate Legal matters. Chris was promoted to President and CEO, effective 2013, as a result of providing great financial management solutions and his leadership within and outside of the company. Chris currently oversees legal and administrative divisions and has added corporate investment relations and new business development to his resume.

Shaun Lucas

Shaun Lucas, Executive Vice President, joined Monterey in 1999 and became Supervisor of the Loan Servicing division his first year. After leading the staff to record numbers, he was promoted to Finance Manager in 2000. Shaun has an analytical background, graduating from Idaho State University with a degree in biochemistry, and exercised these skills in reviewing portfolios and industries in great detail. Shaun was named Director of Finance in 2006 followed by a promotion to Vice President of Operations in 2007 and Executive Vice President in 2015. His responsibilities presently include Sales and Marketing, developing new clients/industries and maintaining relationships with existing clients, while also overseeing all central processing and credit underwriting management. Shaun’s history of setting a high standard of expectations for the performance of Monterey’s staff combined with his analytical ability is a large part of Monterey’s success as a financial service provider.

John Owens

John Owens, Vice President of Operations, joined Monterey Financial in 2008. After demonstrating ability within our Loan Servicing department he was promoted to Loan Servicing Supervisor in 2010 and Loan Servicing Manager in 2011. Showing continued dedication to improving department efficiency, portfolio performance, and overall client relationships led to John becoming Finance Manager in 2013. His high levels of analytics and strategic planning was instrumental in overseeing the overall department growth and performance of our Finance division. In 2015 he was promoted to Operations Manager followed by a promotion to Vice President of Operations in 2016. John currently oversees the Finance, Loan Servicing and Collection divisions as well as Monterey’s IT department, while also serving as a member of Monterey’s credit committee. His leadership in taking initiative to identify and correct issues, improve procedures, and communicate effectively with clients and consumers, all while pushing our performance expectations through training and mentoring is crucial in Monterey’s current and future success.

Lisa Pruitt

Lisa Pruitt, Vice President of Client and Support Services and Compliance Officer, joined Monterey in 1998 as the Central Processing Manager, handling all applicant underwriting and new account placement for all divisions. In 2013, she was promoted to Senior Manager during the merge of Client Services and Central Processing, creating our Client and Support Services division. In 2015, Lisa stepped in to manage the partnership formed with our charter bank as our Compliance Officer. She also sits on our credit committee, which is charged with the vetting and structuring of all new finance clients. Lisa graduated from National University with Magna Cum Laude honors with a degree in Business Administration, with a concentration in Entrepreneurship. Lisa’s vast experience and long history of high performance has been very valuable to Monterey and led to her promotion to Vice-President in 2016.

Dave Bultemeier

Dave Bultemeier, Controller, has been with Monterey since 2001. Prior to joining Monterey Dave worked for PriceWaterhouse Coopers in its audit and tax divisions. In addition to the valuable experience he developed working for one of the nation’s largest accounting firms, Dave has served as corporate Controller and Chief Financial Officer for multiple consumer finance companies. Dave graduated with distinction from Indiana University with a degree in Accounting. Dave’s responsibilities at Monterey include the coordination of all internal financial and audit controls, annual financial projections and reporting, budget creation and assessment, and collateral and regulatory audits. Dave also fills a key role in the establishment and maintenance of important lender and client accounting relationships and is a member of Monterey’s credit committee, providing valuable analytical input.

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