Alliance Financial Resources LLC
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Alliance Financial Resources LLC Employees
CBRE March 2015 - Present
Alliance Financial Resources LLC October 2012 - November 2013
Maersk Line June 2012 - August 2012
OSP Co-working/Coffee February 2011 - January 2012
Cartel Coffee Lab LLC October 2009 - February 2011
Skills
Policy Analysis, Economics, International Relations, International..., Research, Spanish, Microsoft Office, PowerPoint, Economic Development, English, Public Policy, Microsoft Word, Community Development, Coffee Roasting, Specialty Coffee, Green Coffee, Sales, Social Media, Customer Service, Marketing Strategy, Strategic Planning, Management, Marketing
Education
Arizona State University 2008 — 2013
Bachelor of Arts (B.A.), Global Studies
Arizona State University 2008 — 2013
Minor, Urban Planning
Colliers International April 2014 - Present
Alliance Financial Resources LLC June 2010 - January 2014
1st USA Commercial Properties October 2008 - July 2010
Lee & Associates Arizona January 2007 - June 2008
The Arizona Country Club March 1998 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Banking, Marketing, Real Estate, Marketing Strategy, Credit, Loan Origination, Marketing Communications, Mortgage Banking, Residential Mortgages, Refinance, Loans, FHA, Team Leadership, Mortgage Lending, Investment Properties
Education
Arizona State University 2001 — 2007
Bachelor of Interdisciplinary Studies, Business/Economics
Priority Lending March 2015 - Present
Geneva Financial LLC August 2013 - March 2015
Alliance Financial Resources LLC January 2013 - August 2013
Self-employed August 2012 - January 2013
Skills
FHA, Mortgage Lending, Loans, Business Analysis, Reverse Mortgages, Marketing Strategy, Process Improvement, Business Process..., Real Estate, Loan Origination, Residential Mortgages, Quality Assurance, First Time Home Buyers, Investment Properties, Investors, VA Loans, Refinance, Mortgage Banking, Credit, Residential Homes, Change Management, Project Management, Testing, Requirements Analysis, Quality Management, Program Management
Education
Scottsdale Culinary Institute Le Cordon Bleu 2003 — 2005
The University of Texas at Austin 1997 — 2001
Wells Fargo Home Mortgage October 2014 - Present
Veritas Funding February 2014 - October 2014
Alliance Financial Resources LLC January 2013 - February 2014
Wells Fargo May 2008 - November 2012
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Banking, Credit Risk, Notary Public, Mortgage Banking, Refinance, Commercial Lending, Consumer Lending, Loan Origination, Finance, Real Estate, FHA, Underwriting, Investments, Real Estate Financing
Education
University of Arizona, Eller College of Management 2004 — 2008
Marketing
Alliance Financial Resources LLC February 2014 - Present
Alliance Home Loans NMLS#142084 March 2013 - February 2014
Skills
Customer Service, Service Industries, Contract Negotiation, Banking, Real Estate, Negotiation, Sales Management, Loans, Credit, Business Development, Selling, Mortgage Lending, Small Business, Team Building, Sales, Business Planning, Leadership, Entrepreneurship, Account Management, Marketing Strategy, Marketing, Online Marketing, Strategic Planning, Sales Process, Direct Sales, Listing Services, Certified Residential, CRS-Certified..., Accredited Luxury Home, Real Estate Negotiating, FHA, Distress Properties, Investment Properties, Friendly Personality, CDPE Designation, New Business Development, Investments, Buyer Broker, Seller's, High End Homes, USDA, Residential Homes, Investors, Mortgage Banking, VA loans, Referrals, Refinance, Loan Origination, Residential Mortgages, FHA financing
Education
Central New Mexico Community College 2009 — 2011
Los Lunas HS 1990 — 1994
YAM Management, LLC May 2014 - Present
Hamra Jewelers November 2010 - December 2013
Alliance Financial Resources, LLC October 2008 - October 2010
Skills
Jewelry, Watches, Merchandising, Retail, Luxury Goods, Visual Merchandising, Customer Service, Luxury, Microsoft Word, Sales, Microsoft Office, Account Management, Social Media Marketing, Management, New Business Development, Marketing, Sales Management, Team Building
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Universitat d'Alacant
Spanish Language and Literature
Fairway Independent Mortgage Corporation June 2015 - Present
AmeriFirst Financial, Inc. October 2013 - May 2015
Guaranteed Rate April 2013 - October 2013
Platinum Lending Partners of Crossline Capital, Inc. August 2012 - April 2013
AmeriFirst Financial, Inc. January 2012 - August 2012
Alliance Financial Resources LLC May 2010 - December 2011
Taylor Morrison Home Funding December 2009 - May 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Loans, Residential Mortgages, VA loans, First Time Home Buyers, FHA financing, Investment Properties, Credit, Real Estate, Investors, Banking, Certified Mortgage..., Short Sales, Residential Homes
Education
University of Arizona 1997 — 2000
BSBA, MIS
Starboard Financial February 2014 - Present
Alliance Financial Resources LLC July 2010 - February 2014
Wells Fargo June 2001 - August 2010
Skills
Loans, Finance, Credit, Credit Reporting, Financial Analysis, Relationship Mgmt, Long-term Customer..., Real Estate, Banking, Short Sales, Reverse Mortgages, USDA, Refinance, Referrals, FHA, Mortgage Banking, VA Loans, Mortgage Lending, Investment Properties
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Finance, General
Academy Mortgage Corporation May 2015 - Present
VIP Mortgage November 2014 - April 2015
Primary Residential Mortgage February 2014 - November 2014
Nova Home Loans September 2012 - February 2014
Alliance Financial Resources LLC November 2009 - August 2012
DMC Financial LLC September 2001 - July 2004
Skills
Sales, Mortgage Banking, Refinance, Finance, Banking, Loans, Credit, Mortgage Lending, First Time Home Buyers, Relocation, Residential Mortgages, FHA, FHA financing, Loan Origination, VA loans, USDA, Credit Analysis, Investments, Construction Loans, Real Estate Financing, Investment Properties, Commercial Mortgages, Commercial Lending, Real Estate Economics, Rates, Funding, Loan Servicing, Mortgage Underwriting
Education
Ferris State University 1980 — 1982
Associates Degree, Architecture
Homeowners Financial Group USA, LLC August 2015 - Present
Beneco Trust Company January 2014 - June 2015
Safety Services Company October 2013 - January 2014
Twenty Four 7 Hotels January 2012 - June 2013
Alliance Financial Resources LLC 2009 - 2011
InnSuites Hospitality Trust (IHT) November 2008 - April 2009
Insurers Administrative Corporation 1989 - 2008
Federation of Financial Institutions 1988 - 1989
Cancun Vacation Coordinators, Ltd. 1984 - 1989
Bank of America 1985 - 1988
Skills
Accounting, GAAP, SOX, Financial Reporting, Audit, Tax, Budgeting, Payroll, Compliance, Analysis, Accounts Payable, Accounts Receivable, Forecasting, Excel, Mergers, Inventory Management, Preparation, Mortgage, Loans, Microsoft Office, Internal Controls, Policy, General Ledger, Reconciliation, Banking, Insurance, Cash, Financial Analysis, Invoicing, Expenses, Balance, Planning, Contract Negotiation, Auditing, Executive Management, Administration, Asset, Financial Planning, Account Reconciliation, Cash Flow, Budgets, Sarbanes-Oxley Act, Consolidation, Managerial Finance, Cost Accounting, Management, Finance, Process Improvement, Microsoft Excel
Education
Western International University 2001 — 2004
BA, Accounting, 3.7
Richard J Daley Community College 1985 — 1989
AAS, Business Administration
Richard J Daley Community College 1984 — 1989
Associate of Arts and Sciences (AAS), Accounting
University of Illinois at Chicago 1984 — 1985
Engineering
Luther High School South 1981 — 1984
diploma
Gloria Dei Lutheran School
Security National Mortgage Company July 2015 - Present
Mortgage Solutions Financial November 2014 - July 2015
Wells Fargo January 2014 - September 2014
Alliance Financial Resources LLC January 2012 - January 2014
Arizona Office Technologies June 2010 - August 2011
Valley Protective Services August 2007 - June 2010
Nationwide Commercial Finance May 2005 - May 2007
Superior Internet Solutions January 2005 - April 2006
SAIC January 2004 - June 2004
SeaWorld San Diego May 2002 - January 2004
Skills
Mortgage Lending, Residential Mortgages, VA loans, Mortgage Banking, Residential Homes, FHA financing, Refinance, USDA, FHA, HUD, Loan Servicing, Investments, Mortgage Underwriting, FHA Financing, Banking, Home Equity Loans, Loan Origination, Loans
Education
University of Phoenix 2008 — 2010
Arizona Wholesale Mortgage Inc. NMLS #19254 in AZ & National Wholesale Mortgage Inc. NMLS 165243 July 2015 - Present
Geneva Financial LLC April 2014 - July 2015
Pinnacle Capital Mortgage Corp December 2012 - April 2014
Open Mortgage, LLC July 2012 - December 2012
W. J. Bradley Mortgage May 2011 - July 2012
Alliance Financial Resources, LLC July 2010 - April 2011
United First Financial October 2007 - April 2011
Send Out Cards March 2003 - April 2011
Pacific Coast Mortgage, Inc. March 2009 - April 2010
Prospect Mortgage, LLC January 2008 - December 2008
Skills
VA, Military, Conventional, VA Loans, Referrals, Reverse Mortgages, Customer Service, Purchase, Residential Homes, Investors, Coaching, First Time Home Buyers, USDA, Financial Analysis, Credit, Sales Management, Strategic Planning, Residential Mortgages, Residential, Mentoring, Banking, Investments, Marketing Strategy, Insurance, Customer Relations, Foreclosures, Mortgage, Budgeting, Finance, Financial Planning, Entrepreneurship, New Business Development, Compliance, Video Marketing, Contract Negotiation, Short Sales, REO, Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Refinance, Marketing, Small Business, FHA, Sellers, Team Building, Management, Investment Properties
Education
Northern State University 2001 — 2002
BS, Business Management/Accounting/Computer Sciences
Southwestern Assemblies of God University 2000 — 2001
AA, General Business
Northern State University 1970 — 1974
BS Business Admin/Accounting/Marketing, Bus. Administration, Accounting, Marketing, International Finance, Computer Science
Southwestern Assemblies of God University 1968 — 1970
Business, Accounting, Computer Sciences, Missions
Alliance Financial Resources, LLC October 2009 - Present
Zebra Striping, LLC September 2007 - February 2010
Suburban Mortgage November 2002 - July 2009
Corsair Marine November 1999 - June 2002
Education
Arizona State University 1986 — 1991
International City Mortgage 2014 - Present
First National Bank of Layton 2011 - 2013
Alliance Financial Resources LLC 2009 - 2011
W.J. Bradley Company 2008 - 2009
Gibraltar Financial 2008 - 2009
Artisan Mortgage 2007 - 2008
Rapid One Mortgage 2006 - 2007
Alpine Lending 2002 - 2006
Skills
Mortgage Lending, Sales, VA loans, Credit, Refinance, FHA, Loans, Loan Origination, Mortgage Banking, Residential Mortgages, USDA
Education
Arizona State University 1992 — 1997
IMORTGAGE/LOAN DEPOT September 2010 - December 2014
Alliance Financial Resources LLC April 2009 - September 2010
Jackson Hewitt Tax Service Inc. January 2009 - April 2009
BEAR STEARNS RESIDENTIAL MORTGAGE March 2005 - August 2008
Bank of America July 2003 - August 2004
Corporate Job Bank/Wells Fargo Mortgage August 2002 - March 2003
Citi July 2001 - February 2002
J.P MORGAN CHASE BANK July 1999 - July 2000
TELESERVICES July 1989 - March 1996
Skills
Mortgage Lending, Loans
Education
CENTRAL AZ COLLEGE
Mesa Community College
Business / Finance
penny royal promotions, inc. July 2011 - Present
Suburban Mortgage September 2011 - October 2014
Alliance Financial Resources, LLC October 2006 - August 2011
American Financial Resources May 2002 - October 2006
Skills
Customer Service, Bookkeeping, Inside Sales, Organizing, Management, Sales
Education
Michigan State University 1988 — 1992
Bachelor of Arts (B.A.), Economics, French, Spanish
Lamphere High School 1984 — 1988
High School Diploma
Alliance Financial Resources LLC October 2010 - Present
Skills
Real Estate, Risk Management, Investors, Credit Analysis, Construction Loans, Reverse Mortgages, Consumer Lending, Certified Mortgage..., Government Loans, Short Sales, Residential Homes, Commercial Lending, Underwriting, Commercial Mortgages, Small Business Lending, Loan Origination, Mortgage Lending
Education
The Ohio State University 1995 — 2000
Bachelor of Arts (B.A.), Journalism
Starboard Financial Management January 2014 - Present
Suburban Mortgage May 2013 - November 2013
Alliance Financial Resources LLC March 2010 - May 2013
L & G Mortgagebanc April 2006 - April 2010
imortgage May 2004 - February 2006
Pacific Coast Mortgage April 2001 - May 2004
IFG Network Securities January 2000 - May 2004
Metropolitan Financial January 2000 - March 2001
Skills
Risk Management, Loan Origination, FHA financing, VA Financing, USDA Financing, Fannie Mae/Freddie Mac..., Loan Structuring, Mortgage Banking, Mortgage Underwriting
Education
Louisiana State University 1995 — 1999
Bachelors Degree
Alliance Financial Resources LLC May 2013 - Present
Gencor Mortgage, Inc. July 2012 - March 2013
Creative Innovations Enterprises February 2008 - June 2011
Skills
SEO, Google Analytics, Google Adwords, Copywriting, Social Media Marketing, Blogging, Public Relations, Online Advertising, Web Design, Content Management, Facebook Marketing, Creative Writing, Real Estate, Mortgage Lending, Business Development, Project Management, Budget Setting
Education
Lorain County Community College 2001 — 2002
Associate's degree, Business, Management, Marketing, and Related Support Services, 3.6
Wayne State College 2000 — 2001
Attended, Business/Managerial Economics, 3.8
Alliance Financial Resources LLC August 2012 - January 2015
Education
Glendale Community College 2005 — 2006
Accounting and Business/Management