Evolve Bank and Trust
Founded: 1925 Subsidiary: Physicians Capital, Inc. Parent organization: Evolve Bancorp, Inc.
Evolve Bank and Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Evolve Bank and Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Evolve Bank and Trust Salaries. You can even request information on how much does Evolve Bank and Trust pay if you want to. Learn about salaries, pros and cons of working for Evolve Bank and Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
138 Evolve Bank and Trust employees in database. Find out everything there's to know about Evolve Bank and Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Evolve Bank and Trust Employees
Evolve Bank and Trust November 2014 - Present
Community Bank September 2012 - November 2014
Independence Bank February 2011 - August 2012
JP Morgan Chase August 2007 - January 2011
Orange Community Bank October 2004 - August 2007
Union Bank May 2002 - October 2004
Skills
Bilingual Proficiency..., Ability to read, write..., Loans, Cash Management, Business Development, Financial Structuring, Commercial Lending, Commercial Banking, New Business Development, Banking, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Commercial Mortgages, Treasury Management, Consumer Lending, Mortgage Lending, SBA, Retail Banking, Loan Origination, Portfolio Management, Completed formal credit..., Branch Banking, Asset Based Lending, Securitization, Financial Analysis, Private Banking, Risk Management, Finance, Credit Cards, Deposits, Debt Restructuring, Cross Selling, SBA 504, Credit Risk, Branch Management, Relationship Management, Underwriting, Mortgage Banking, Cash Flow Lending, Refinance, Construction Loans, Middle Market, Financial Services, Treasury Services, Banking Relationships, Residential Mortgages, Financial Risk, Commercial Real Estate
Education
University of California, Los Angeles 1992 — 1995
North Miami junior high
North Miami junior high
Evolve Bank and Trust July 2011 - Present
Highlands Residential Mortgage February 2011 - June 2011
Amegy Mortgage August 2008 - February 2011
Colorado Federal Savings Bank January 2007 - August 2008
Aurora Loan Services May 2005 - October 2006
Realty Mortgage August 2002 - May 2005
Skills
Mortgage Banking, Mortgage Lending, Risk Management, FNMA, Portfolio Management, Loan Origination, Secondary Market, Loan Servicing, Loans, MBS, Credit Analysis, USDA, Residential Mortgages, FHA, Refinance, FHA financing, Credit, VA loans, Mortgage Servicing, Government Loans, Reverse Mortgages, Non-Conforming, Construction Loans, Rates, Banking, Credit Risk, Mortgage Marketing, Finance, Securitization, Financial Analysis, FHLMC, Hedging, Financial Services, HUD, Capital Markets, FHA Financing
Education
Texas Tech University - Rawls College of Business 2000 — 2001
B.B.A., Finance
Evolve Bank and Trust May 2015 - Present
Vectra Bank Colorado May 2013 - April 2015
Key Bank March 2011 - April 2013
United Western Bank December 2010 - January 2011
United Western Bank May 2008 - November 2010
CIT Group Inc. 2007 - 2008
Bank of the West 2006 - 2007
Commercial Federal Bank 2000 - 2006
Skills
Credit, Commercial Lending, Small Business Lending, Commercial Mortgages, Credit Analysis, Loans, SBA, Portfolio Management, Commercial Banking, Credit Risk, Banking, Valuation, Financial Analysis, Retirement Planning, Cash Flow, Finance, Lines Of Credit, Consumer Lending, Loan Origination, Financial Services, Underwriting, Mortgage Lending
Education
University of Colorado Denver 1999 — 2004
B.S., Business Administration
Downtown Denver Partnership
American Southwest Mortgage Corp September 2014 - Present
Evolve Bank and Trust January 2010 - September 2014
Earth Mortgage June 2007 - January 2010
Aames Home Loan 2004 - 2007
Skills
Credit, Sales Management, Mortgage, Customer Relations, Negotiation, New Business Development, Customer Service, Real Estate, Account Management, Banking, Strategic Planning, Marketing Strategy, Public Speaking, Investments, Word, Team Building, Mortgage Lending, Financial Analysis, Compliance, Loans, Budgeting, Outlook, Coaching, Problem Solving, Contract Negotiation, Hiring, Operations Management, Business Strategy, Mentoring, Team Leadership, Business Planning, Small Business, B2B, Mortgage Banking, Purchase, Financial Planning, Purchasing, Fundraising, Refinance, Risk Management, Mergers, PowerPoint, Microsoft Office, Excel, FHA financing, Recruiting, USDA, Loan Origination, VA loans, Investment Properties
Education
University of North Texas 1999 — 2003
Applied Economics, Economics
Texas Tech University 1997 — 1999
Associate's degree, Business Administration and Management, General
Evolve Bank and Trust March 2009 - Present
Frist City Bank February 2007 - March 2009
Skills
VA, VA loans, FHA, Refinance, USDA, Credit Scoring, Conventional, First Time Home Buyers, Fannie Mae, 203K FHA, REO, Mortgage Banking, Short Sales, Foreclosures, Government Loans, Real Estate Financing, Reverse Mortgages, HUD, Residential Homes, Loan Origination, Investment Properties, Mortgage Lending, FHA financing, Residential Mortgages, Real Estate Transactions, Investors, Construction Loans, Condos, Real Estate Economics, Certified Mortgage..., Loans, Mortgage Underwriting, Referrals, Non-Conforming, Home Equity Loans, Mortgage Marketing
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Greenlight Loans a Nationstar Mortgage Company July 2014 - Present
loanDepot December 2013 - July 2014
Evolve Bank and Trust December 2011 - November 2013
loanDepot June 2010 - November 2011
GMAC ResCap - GMAC Mortgage May 2008 - April 2010
GMAC Mortgage, Ditech.com July 2002 - May 2008
Skills
Loan Origination, Mortgage Lending, FHA, Refinance, Loans, Home Equity Loans, VA loans, Mortgage Banking, Residential Mortgages, Reverse Mortgages, FHA financing, Underwriting, USDA, Government Loans, Credit, Certified Mortgage..., Credit Analysis, Sales, Mortgage Servicing, Non-Conforming, Real Estate Financing, Loss Mitigation, Banking, Finance, Investment Properties, Leadership, Mortgage Underwriting, Call Centers, Commercial Lending, Consumer Lending, Financial Services, First Time Home Buyers, Training, Real Estate, Credit Risk, Real Estate Economics, Project Management, Sales Management, Business Strategy, Business Development, Process Improvement, Process Efficiency
Education
University of California, Irvine 1996 — 2000
BA, International Relations
Evolve Bank and Trust January 2015 - Present
PepsiCo - Pepsi Beverages Company April 2013 - January 2015
Ocwen Financial Corporation October 2010 - December 2012
Masa Israel Journey November 2009 - June 2010
Bridge Capital Corporation February 2002 - August 2008
Skills
Mac/PC proficient, Microsoft Office, adobe photoshop, Adobe Acrobat, Sales, Access, Event Planning, Insurance, Leadership, Microsoft Excel, New Business Development, Photoshop, PowerPoint, Team Building, Strategic Planning
Education
Northeastern Illinois University 2007 — 2009
BA, History / Communications, 3.4
California State University-Fullerton 2002 — 2005
Speech-Communications
Valley Forge Military Academy & College 1997 — 2001
Evolve Bank and Trust April 2010 - Present
Evolve Bank & Trust thru Gateway November 2009 - March 2010
INSOUTH Bank December 2007 - November 2009
Capital Realty Services September 2006 - August 2007
Morgan Keegan April 2005 - August 2006
Morgan Keegan August 2003 - April 2005
Skills
Financial Services, Portfolio Management, Banking, Investments, Credit, Customer Service, Accounting, Financial Analysis, Microsoft Excel, Credit Analysis, Risk Management, Mortgage Lending, Asset Management
Education
The University of Memphis 2000 — 2004
BBA, Finance, General
United States Postal Service March 2013 - Present
Jack's Rarities April 2011 - Present
Ancient Order of Hibernians February 2011 - Present
Aflac June 2012 - June 2013
Evolve Bank and Trust November 2010 - June 2011
Blackstone Mortgage Corp. January 2009 - June 2009
Icon Residential Capital May 2008 - January 2009
Indymac Bank December 2006 - January 2008
Bank of America June 2004 - December 2006
Green Point Mortgage February 2002 - June 2004
Skills
Insurance, Employee Benefits, Health Insurance, B2B, Mortgage Lending, Loans, Credit, Real Estate, Loan Origination, Investment Properties, Sales, Underwriting, Recruiting, Budgets, Training, Disability Insurance, Life Insurance, Small Business, Investments, Accident, Team Building, Sales Management, Business Development, Customer Retention, Selling, Customer Service, Leadership, Management, Referrals
Education
Dowling College 1971 — 1973
Associate
Deer Park High School 1967 — 1971
Regents Diploma
Evolve Bank and Trust December 2011 - Present
Atlanta Board of REALTORS 2013 - Present
Academy Residential Mortgage August 2004 - December 2011
MDdatacor October 2001 - December 2003
CytoLogix Corporation August 1997 - May 2000
DIANON Systems April 1991 - September 1995
Skills
FHA, Mortgage Lending, Loans, Refinance, Investment Properties, Loan Origination, Residential Mortgages, FHA financing, First Time Home Buyers, Credit, VA loans, USDA, Short Sales, Sales, Management, Mortgage Banking, Real Estate, Residential Homes, Marketing, Sales Management
Education
United States Coast Guard Academy 1980 — 1984
BS, Economics
Northeastern University - Graduate School of Business Administration 1989 — 1991
MBA, Finance and Financial Management Services
Xinnix Mortgage Academy 2002 — 2003
Xinnix Certified Mortgage Banker, Mortgage Origination, Xinnix Award Winner as Top Graduate in Class
Evolve Bank and Trust October 2012 - Present
Xsport Fitness April 2008 - February 2012
Skills
Sales, Customer Service, Finance, Mortgage Banking, Mortgage Lending, Residential Mortgages, Health, Fitness
Education
Harper College 2010 — 2012
Buffalo Grove High School 2002 — 2006
Evolve Bank and Trust January 2011 - July 2013
Global Equity Finance January 2009 - December 2011
J and J Mortgage March 2003 - December 2008
Skills
Sales, Consumer Financing, Real Estate, Mortgage Banking, Mortgage Lending, Residential Mortgages, Real Estate Financing, Microsoft Office Xp, Empower, M4, Calyx Point, Loan Origination, Loan Officers, IPO, Personal Finance, Spreadsheets, Real Estate Transactions, HUD, FHA financing, FHA, VA loans, USDA Rural Housing, Fannie Mae, Harp, Credit Analysis, Credit Reports, Second Mortgages, Home Equity Loans, Home Equity Lines of..., Home Equity, Appraisals, Appraisal Skills, Notary Public, Notary, Mortgage Brokers, Direct Lending, Investment Properties, Investments, Proficient Typing Skills, Multi Tasking, Exceed Sales Goals, Goal Oriented, Budget Setting, Closers, Experienced Sales..., Record Setter, Leadership, Self-motivated Team..., Non-Conforming, Certified Mortgage...
Education
Orange Coast College 2008 — 2010
Associate of Arts (AA), Business Administration, Management and Operations, 3.35
Intelometry January 2013 - Present
SpiritBank June 2011 - November 2012
Evolve Bank and Trust November 2010 - July 2011
Enlow Tractor Auction May 2003 - June 2011
Creek County Commissioner Campaign January 2010 - November 2010
USDA Rural Development April 2010 - October 2010
Skills
Time Management, Exceptional verbal, Strategic Thinking, Problem Solving, Teamwork, Highly resourceful, Determination to Succeed, Work Ethic, Multi Tasking, Analytical Skills, Teaching Skills, Learning Quickly, Timely Decision Making, Resolve Issues, Maintain Records, Microsoft Office, Transfund, Photoshop, Public Speaking, Customer Service, Campaigns, Training, Loans, Analysis, Banking, Agriculture, Mortgage Lending, PowerPoint, Microsoft Word, Microsoft Excel, Team Building, Rural Development, Cards, Research, Data Analysis
Education
Oklahoma State University 2008 — 2009
Masters, International Agriculture
Oklahoma State University 2006 — 2008
Bachelor of Science, Agricultural Education
Loan Administration Network, Inc. (LANI) 2014 - 2014
Evolve Bank and Trust 2012 - 2013
Greenlight Financial Services 2011 - 2011
GMAC / Ditech April 2009 - September 2009
Indymac Bank 1999 - 2008
Skills
Mortgage Lending, Loan Origination, Credit, Loans, Mortgage Banking, Residential Mortgages, FHA, CSS, Finance, Underwriting, Refinance, Real Estate, Training, Loan advising, Excellent communication, Detailed and..., MS Office Suite: Word,..., Contact Skills, Magazine Layout Design
Education
University of California, Los Angeles
Master of Arts (M.F.A.), Presentation Theory Technical
Eagle Home Mortgage formerly Pinnacle Mortgage Group / UAMC February 2014 - Present
Team Beachbody December 2011 - Present
The Perfect Workout February 2014 - September 2014
Evolve Bank and Trust April 2013 - January 2014
City 1st Mortgage Services July 2012 - March 2013
Cherry Creek Mortgage November 2010 - July 2012
Mortgage Solutions of Colorado July 2008 - October 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Residential Mortgages, Loan Origination, Credit, Underwriting, Real Estate, Customer Service, Investment Properties, Microsoft Office, Microsoft Word, Credit Analysis, Microsoft Excel, Sales, Marketing, PowerPoint, VA loans, Windows, Sales Management, Residential Homes, Team Building, USDA, Banking, Finance, Accounting, Time Management, Outlook, Real Estate Financing, Mortgage Underwriting, Retail, FHA financing, Account Management, Social Networking, Funding, QuickBooks, Loan Servicing, Commercial Lending, Event Planning, First Time Home Buyers, Government Loans, Mortgage Servicing, REO, Networking, Referrals, Foreclosures, Investors, Reverse Mortgages, Rates
Education
Orange Coast College 2000 — 2002
Fullerton College 2000 — 2001
Ancillary Medical Solutions July 2014 - Present
Evolve Bank and Trust January 2012 - October 2013
DEXIS May 2005 - December 2012
Skills
Persuasion, Financial Expertise, Competitive Analysis, Selling, Sales Operations, Direct Sales, Sales, Leadership, Cold Calling, Marketing, Healthcare, Account Management, Sales Management, Sales Presentations, Sales Process, Capital Equipment, Product Launch, Medical Devices, Customer Service, Strategic Planning, New Business Development
Education
Georgia Southern University 2000 — 2004
BBA, Marketing/Sales
Loan Simple, Inc May 2014 - Present
Evolve Bank and Trust October 2013 - Present
United Texas Bank February 2013 - December 2013
Regus September 2010 - February 2013
Allied Home Mortgage August 2008 - November 2010
The Ritz-Carlton Hotel Company L.L.C. May 2007 - August 2009
Skills
Sales, Customer Satisfaction, Customer Service, Direct Sales, Account Management, Sales Management, Marketing, Selling, Hospitality, Customer Retention, Negotiation, Contract Negotiation, Mortgage Lending, Real Estate, Banking, Loans, First Time Home Buyers, Investment Properties
Education
Full Sail University
Evolve Bank and Trust September 2014 - Present
Citizens and Champaign Banks May 2014 - September 2014
Wells Fargo Home Mortgage June 2013 - April 2014
AmeriSave Mortgage Corporation 2012 - 2013
Chase Home Lending August 2008 - February 2012
Ohio Home Investments January 2003 - August 2008
Ohio Financial Group November 1999 - December 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Refinance, Mortgage Lending, FHA, Finance, Loans, Mortgage Marketing, Mortgage Banking, Reverse Mortgages, Residential Mortgages, Residential Homes, Banking, Home Equity Loans, VA Loans, USDA, Credit Analysis
Education
The Ohio State University 1990 — 1995
Bachelor's degree, Journalism/Public Relations
Shadyside High School 1986 — 1990
Bachelor's degree, Communication, Journalism, and Related Programs
Evolve Bank and Trust February 2013 - Present
Flagstar Bank January 2012 - February 2013
Wells Fargo December 2009 - January 2012
UBS (Weehawken, NJ) 1999 - 2006
Skills
Customer Service, FHA, Refinance, Mortgage Lending, VA loans, Loans, FHA financing, Loan Origination, Mortgage Banking, Residential Mortgages, USDA, Government Loans, Reverse Mortgages, Certified Mortgage..., VA Loans, FHA Financing, First Time Home Buyers
Education
County College of Morris 1993 — 1995
Roxbury HS 1990 — 1993
Regions Financial Corporation March 2015 - Present
Evolve Bank and Trust December 2013 - March 2015
Regions Financial Corporation September 2007 - December 2013
Skills
Mortgage Lending, Accounting, Banking, Tax Preparation, Loans, Credit, Mortgage Banking, First Time Home Buyers, Real Estate, Investments, Investment Properties, Referrals, Foreclosures, REO, Invest, FHA, Sales, Sellers
Education
Arkansas State University 1990 — 1994
Accounting
Treadstone Funding April 2015 - Present
Calvin College September 2014 - Present
Midstate Title Agency October 2013 - April 2015
Arbor Mortgage Corporation September 2011 - October 2013
Evolve Bank and Trust June 2011 - August 2011
Arbor Mortgage May 2009 - July 2011
Vanerum•Stelter October 2008 - March 2009
Aquinas College August 2006 - October 2008
Skills
Marketing, Market Research, Customer Service, Event Planning, Sales, Product Marketing, Microsoft Office, Marketing Strategy, Social Media, Microsoft Excel, Strategic Planning, Social Networking, Real Estate, Account Management, Sales Management, Public Speaking, PowerPoint, Leadership, Microsoft Word, New Business Development, Negotiation, Loans, Refinance, Mortgage Lending, FHA, Banking, Credit, Mortgage Banking, Referrals, Residential Mortgages, Real Estate Transactions, Finance, Loan Origination, Financial Analysis, Investment Properties, Underwriting, First Time Home Buyers, Residential Homes, Title Insurance
Education
Aquinas College 2005 — 2009
Bachelor of Science Business Administration, Business, Communication, Marketing, History, Political Science
Portland S. Patrick High School 2001 — 2005
High School Diploma
Arlington Community Schools District August 2015 - Present
Evolve Bank and Trust October 2013 - July 2015
Trustmark National Bank August 2012 - June 2013
Skills
Government Accounting, General Ledger, Financial Statements, Accounting, Accounts Payable, Microsoft Word, Spreadsheets, Accounting Applications, Microsoft Office, Account Reconciliation, Financial Reporting, Teamwork, Financial Analysis, Accounts Receivable, PowerPoint, Auditing, QuickBooks, Time Management, Data Entry, Access, Finance, Internal Controls, Peachtree, Tax Preparation, Analysis, Financial Accounting, Banking, Microsoft Excel, Outlook
Education
Belhaven University 2013 — 2014
Master's Degree, Organizational Leadership
Jackson State University 2008 — 2011
Bachelor's Degree, Accounting
Evolve Bank and Trust January 2014 - Present
Wells Fargo Home Mortgage November 2012 - January 2014
Hardline Heat Treating 2007 - November 2012
Skills
Mortgage Banking, Loan Origination, FHA, Mortgage Lending, Refinance, VA loans, FHA financing, Residential Mortgages, USDA, Loans, Customer Service, Government Loans, Mortgage Underwriting, Mortgage Servicing, Real Estate Financing, Loan Servicing, Credit, Rates, Consumer Lending, Credit Analysis, Banking, Funding, First Time Home Buyers, Investment Properties, Construction Loans, Home Equity Loans, HUD, Home Equity, Credit Risk, Credit Scoring, Property, Strategic Planning, Loss Mitigation, Advertising, Sales, VA Loans, FHA Financing
Education
Nichols College 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Evolve Bank and Trust September 2011 - December 2014
Envoy Mortgage June 2011 - August 2011
Quicken Loans October 2003 - May 2011
Skills
Loans, Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Residential Mortgages, Refinance, VA loans, FHA financing, Credit, Credit Analysis, Mortgage Underwriting, Banking, Reverse Mortgages, Underwriting, USDA Rural Housing, Referrals, Reference Checking, Leadership, Sales Management, Program Development, Organization Skills, Customer Service, Sales
Education
Oakland University 1998 — 2002
BS, Human Resources/Training Development
Sterling Heights High School
Evolve Bank and Trust April 2011 - Present
Self-Employed January 2008 - April 2011
ARS LLC - ServiceMaster March 2003 - October 2007
ServiceMaster January 2000 - March 2003
Adams Mark Hotels February 1997 - January 2000
FedEx February 1993 - October 1996
Baptist Memorial Hospital February 1988 - February 1993
Skills
Mentoring, Strategic Planning, Six Sigma, Critical Thinking, Employee Relations, Human Resources, Benefits Administration, Employee Benefits, Benefits Negotiation, Benefits Design, Recruiting, Deferred Compensation, HRIS, Analytical Skills, Budgets, Talent Management, Personnel Management, Management, Training, Team Building, Sales, Leadership, Payroll, Hiring, Process Improvement, Coaching
Education
The University of Memphis 1982 — 1987
BBA, Management
Harding Academy of Memphis 1979 — 1982
High School
Evolve Bank and Trust October 2011 - Present
University of Phoenix October 2010 - December 2014
First Capital Bank August 2009 - September 2011
Bank of Bartlett August 1994 - July 2009
Skills
Banking, Strategic Planning, New Business Development, Project Management, Marketing, Retail, Staff Development, Risk Management, Loans
Education
The University of Memphis 1994 — 1996
Masters, Business Administration
Lipscomb University 1990 — 1994
Bachelor of Arts, Organizational Communications
Mortgage Master October 2014 - Present
Evolve Bank and Trust March 2011 - Present
Regency Mortgage Corp. NMLS #1938 April 2009 - May 2011
Drew Mortgage Associates March 2006 - April 2009
Skills
Refinance, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Loans, VA loans, USDA, FHA financing, Credit, Credit Analysis, Reverse Mortgages, Certified Mortgage..., Banking
Education
Plymouth State University
Bachelor's degree, Finance, General
Evolve Bank and Trust January 2007 - Present
Slurry Seal, HOF in Topeka, KS 1974 - 1984
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loan Origination
Education
Siena Heights University
Associate's Degree, Hospitality Administration/Management
University of Toledo
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Evolve Bank and Trust February 2010 - Present
Michigan Mortgage Lenders Association January 2010 - January 2011
PrimeLending August 2009 - October 2009
Flagstar Bank, FSB August 2007 - August 2009
First Magnus Financial Corporation 2004 - 2007
CTX Mortgage Company 1998 - 2004
Exchange Financial 1992 - 1998
Skills
FHA, Mortgage Lending, Refinance, VA, Mortgage Banking, USDA, Sales Management, Mortgage Planning, Residential Mortgages, VA loans, Loan Origination, Certified Mortgage..., Government Loans, Selling, Loans, Reverse Mortgages, Credit, Construction Loans, FHA financing, Underwriting, Mortgage Underwriting, Home Equity Loans, Real Estate Financing, Credit Analysis, Commercial Lending, Commercial Mortgages, Mortgage Marketing, Management, Recruiting, Regional Development, Consumer Lending, Debt Consolidation, Mortgage Servicing, Non-Conforming, Home Equity Lines of..., Banking, Loan Servicing, First Time Home Buyers, Investment Properties, Rates, VA Loans, Interest Rates, Sales
Education
Calvin College 1989 — 2003
Economics
Evolve Bank and Trust 2014 - Present
American Equity/Neighborhood Mortgage 2013 - 2014
Chase 2003 - 2013
Skills
Refinance, Mortgage Lending, FHA, Mortgage Banking, Sales, Credit, New Business Development, Loan Origination, Real Estate, Loans, Banking, FHA financing, USDA, VA loans, Residential Mortgages, FHA Financing, VA Loans, First Time Home Buyers, Referrals, Investment Properties, Finance, Real Estate Transactions
Education
Ohio Dominican University 2003 — 2005
MBA, Management/Business Development
Ohio University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
imortgage, a division of loanDepot, LLC, NMLS ID 174457 March 2015 - Present
Evolve Bank and Trust January 2014 - February 2015
Stonegate Mortgage Corporation January 2013 - January 2014
First United Bank June 2010 - December 2012
Aames Home Loan, Fidelity Mortgage January 2005 - June 2010
Ameriquest Mortgage Company January 1998 - January 2005
Skills
Mortgage, Mortgage Lending, Sales Management, Loans, Conventional, Real Estate, Credit, Team Building, Strategic Planning, Residential, FHA, P&L Management, New Business Development, Purchase, Home, Consultative Selling, B2B, Hiring, Refinance, Banking, Compliance, Retail, Contract Negotiation, Selling, Forecasting, Lead Generation, P&L, Cold Calling, Negotiation, Problem Solving, Financial Analysis, Customer Relations, Account Management, Direct Sales, Portfolio Management, Public Speaking, Contract Negotiations, Budgeting, Operations Management, Business Planning, Mortgage Banking, Customer Satisfaction, Market Planning, Mentoring, Coaching, Team Leadership, Marketing Strategy, Competitive Analysis, Customer Service, Business Strategy
Education
University of Central Oklahoma 1990 — 1995
BS
Oklahoma State University 1988 — 1990
Wake up Warrior
Evolve Bank and Trust January 2015 - Present
Wells Fargo Home Mortgage February 2014 - January 2015
Wells Fargo May 2012 - February 2014
Member Advantage Mortgage December 2007 - May 2012
Triton Appraisal Services July 1999 - October 2002
Skills
Real Estate, Mortgage Lending, FHA, Financial Analysis, Negotiation, Strategic Planning, Customer Service, Sales, Insurance, Financial Reporting, Marketing Strategy, Public Relations, Sales Management, Loans, New Business Development, Refinance, Selling, Team Building, Real Estate Transactions, Credit, Referrals, Loan Origination, Mortgage Banking, VA loans, Residential Mortgages, USDA, Mortgage Marketing, Mortgage Underwriting, Underwriting, Real Estate Financing, Banking, VA Loans, First Time Home Buyers, Management, Investment Properties, Credit Analysis, FHA Financing, Consumer Lending, Foreclosures, Short Sales, REO, Finance, Construction Loans
Education
Muskegon Community College 1989 — 1992
Business/Managerial Economics
Reeths Puffer 1985 — 1988
SolomonEdwardsGroup October 2011 - Present
Thompson, Cobb, Bazilio & Associates, PC May 2011 - September 2011
Evolve Bank and Trust June 2010 - July 2011
Strategic Holdings Group, LLC May 2009 - November 2010
FirstCity Bank June 2003 - March 2009
Netfirst Mortgage June 1999 - June 2003
BANC ONE FINANCIAL SERVICES January 1999 - June 1999
The Money Store August 1998 - January 1999
NORWEST FINANCIAL January 1997 - August 1998
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Risk Management, Due Diligence, Loan Portfolio Analysis, Credit Risk, Loan Origination, Commercial Banking, Regulatory Projects, Fraud, Foreclosures, Underwriting, Loan Servicing, Internal Audit, Leadership, Portfolio Management, Mortgage Banking, Finance, Financial Analysis, Mergers & Acquisitions, Financial Risk, Banking, Auditing, Loss Mitigation, Mortgage Servicing, Analysis, Executive Management, Residential Mortgages, Management, Asset Management, Commercial Mortgages, Mortgage Underwriting, Funding, FHA, Financial Services, Commercial Lending, Consumer Lending, Cash Management, Construction Loans, Financial Structuring, Valuation, Refinance, Retail Banking, Commercial Real Estate, Small Business Lending, Structured Finance, Investments, Real Estate Financing
Education
University of Florida 1992 — 1996
Bachelor's Degree, Finance/Real Estate
CFA Institute
Finance and Financial Management Services
Movement Mortgage, LLC December 2014 - Present
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - December 2014
Evolve Bank and Trust February 2011 - September 2014
E Squared Solutions June 2010 - August 2012
Checkers Drive In Restaurants September 2009 - June 2010
Pollo Campero March 2007 - June 2009
Pizza Hut/Yum! Brands 2002 - 2007
TracyLocke 1997 - 2002
Doner 1994 - 1997
Harris Drury Cohen 1990 - 1994
Skills
CRM, Strategy, Integrated Marketing, Marketing Strategy, Marketing, Brand Management, Leadership, Cross-functional Team..., Management, Advertising, Sales Operations, Sales, Budgets, Retail, Direct Sales, Performance Management
Education
University of Florida 1983 — 1987
Bachelors, Advertsing/Marketing/Business
Evolve Bank and Trust August 2015 - Present
PrimeLending June 2013 - December 2014
United Wholesale Mortgage April 2012 - June 2013
JPMorgan Chase & Co. September 2010 - April 2012
Self - Employed August 2007 - March 2010
Beechtree Insurance Agency December 2006 - July 2009
LBN 2009 - 2009
Huntington Bank 2008 - 2008
Flagstar Bank November 2001 - June 2006
Standard Federal Bank December 1998 - November 2001
Skills
Mortgage Lending, Customer Service, Mentoring Of Staff, Retail Banking, Leadership, Employee Benefits, Insurance, Investment Properties, Life Insurance, Management, Marketing, Networking, Sales, Sales Management, Selling, Public Speaking, Small Business, Team Building, Strategic Planning
Education
Michigan State University 1975 — 1979
Integrated Financial Group May 2012 - October 2013
Evolve Bank and Trust April 2010 - March 2012
Creative Mortgage Group, Inc April 2005 - March 2010
Assured Funding, Inc March 2002 - February 2005
Cendant Mortgage (PHH) April 1999 - March 2002
Skills
Organization, Integrity, Management, Leadership, Mortgage Lending, Loan Processing, Mortgage Banking, Loans, USDA, Closings, Underwriting, Customer Satisfaction, Professionalism, Team-oriented, Mortgage Underwriting, Refinance, VA loans, Sales, FHA financing, Mortgage Marketing, FHA, Reverse Mortgages, Government Loans, VA Loans, FHA Financing, Loan Origination, Credit, Residential Mortgages, Investment Properties, Real Estate, Banking, Credit Analysis, First Time Home Buyers, Finance, Customer Service, Portfolio Management
Education
Penn State University 1995 — 1999
Finance and Financial Management Services
Credit Union Resources, Inc. October 2014 - Present
Evolve Bank and Trust February 2013 - August 2014
Goldstrike 2012 - 2013
First Horizon National Corporation 2003 - 2007
Renasant Bank 2003 - 2007
Skills
Credit, Banking, Mortgage Banking, Loans, Financial Analysis, Sarbanes-Oxley Act, Mortgage Lending, Loan Origination, Auditing, Credit Analysis, Financial Services, Due Diligence, FHA, Fannie Mae, Dodd-Frank Compliance, Consumer Lending, Compliance, recon, AML, Risk Management
Education
Belhaven University
Bachelor of Business Administration (B.B.A.)
The Mortgage Firm, Inc. September 2015 - Present
Evolve Bank and Trust 2012 - 2015
A Plus Mortgage January 1995 - April 2009
Skills
Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Refinance, FHA, Loans, Residential Mortgages, FHA financing, USDA, VA loans, Certified Mortgage..., Government Loans, Reverse Mortgages, Non-Conforming, Home Equity Loans, Home Equity Lines of..., Sellers, Debt Consolidation, Commercial Mortgages, Mortgage Servicing, Mortgage Marketing, Home Equity, Mortgage Underwriting, FHA Financing, VA Loans
Education
St. Petersburg College
Financial, Banking, Corporate, Finance, Communications
Evolve Bank and Trust October 2013 - Present
Regions Financial Corporation April 2002 - October 2013
Skills
Personal Trust..., Compliance, Sales Process, Investment Strategies, Office Management, Wealth Management, Asset Allocation, Asset Management, Wealth Management..., Investments, Financial Analysis, Risk Management, Relationship Management, Finance, New Business Development
Education
The University of Memphis 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southwest Tennessee Community College 2008 — 2011
Associate of Business Administration, Business Administration and Management, General
Farmers Insurance (Office of Jan Zwerver) January 2015 - Present
American Southwest Mortgage Corp September 2014 - December 2014
Evolve Bank and Trust February 2012 - September 2014
Broadvox September 2011 - April 2012
Echo Global Logistics February 2011 - September 2011
Farmers Insurance (Office of Jan Zwerver) August 2009 - February 2011
Skills
Sales, Account Management, Sales Management, New Business Development, Customer Service, Marketing, Microsoft Excel, Negotiation, Team Building, Sales Operations, Microsoft Word, Strategic Planning, Social Networking, Loans, Mortgage Lending, Management, Refinance, FHA, Investment Properties, Insurance
Education
University of North Texas 2009 — 2011
Bachelor of Arts, Political Science
Yadkin Bank January 2015 - Present
Meadows Bank July 2013 - December 2014
Evolve Bank and Trust February 2012 - July 2013
CIT Small Business Lending Corporation February 2001 - November 2011
Skills
Small Business, SBA, Small Business Lending, Business Development, Real Estate, Loans, Negotiation, Investments, Commercial Lending, Sales Management, Finance, Selling, Mortgage Lending, Contract Negotiation, Sales, Commercial Real Estate, Business Strategy, Key Account Management, Marketing Strategy, Asset Management, Management, Financial Analysis, Leadership, Banking, Credit, Funding, Refinance, Commercial Mortgages, Loan Origination, Asset Based Lending, Business Acquisition, Investment Properties, Credit Analysis, Portfolio Management, Executive Management, Commercial Banking, Underwriting, Real Estate Financing, Due Diligence, Real Estate Economics, Financial Structuring, Mergers & Acquisitions, Mortgage Banking, Construction Loans, Real Estate Transactions, Brokerage, FHA, Financial Services, SBA 504, Residential Mortgages
Education
Fordham University
B.S., Finance and Marketing
Evolve Bank and Trust September 2013 - January 2015
Union Home Mortgage Co. February 2013 - August 2013
First Place Bank September 2012 - February 2013
Benchmark Mortgage September 2011 - August 2012
Fifth Third Bank May 2004 - September 2011
Union Bank 1993 - 1993
Skills
Mortgage Lending, First Time Home Buyers, Construction Loans, Investment Properties, Government Loans, Mortgage Underwriting, Credit, Underwriting, Residential Homes, Real Estate Transactions, Customer Service, Condos, Microsoft Excel, Outlook, Rates, Credit Analysis
Education
Grand Rapids Community College 1992 — 1994
Business Administration and Management, General
Caledonia HIgh School 1989 — 1992
Fifth Third Bank April 2011 - Present
University Bank February 2010 - April 2011
Evolve Bank and Trust October 2007 - January 2010
Accredited Home Lenders December 2006 - September 2007
US Mortgage December 2005 - November 2006
Staten Island Bank & Trust November 2002 - December 2005
Conseco Finanacial Services December 1996 - August 2002
HFC October 1985 - November 1996
Skills
FHA, Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Refinance, Banking, Residential Mortgages, VA loans, Underwriting, USDA, Reverse Mortgages, Credit Analysis, FHA financing, Real Estate, Construction Loans, Government Loans, Commercial Mortgages, Leadership, First Time Home Buyers, Finance, Consumer Lending, Mortgage Underwriting, Investment Properties, Home Equity Lines of..., Mortgage Servicing, Loss Mitigation, Commercial Lending, Home Equity Loans, Mortgage Marketing, Certified Mortgage..., Small Business Lending, Loan Servicing
Education
Kalamazoo College 1981 — 1985
BA, Mathematics, Economics, Computer Science
Evolve Bank and Trust March 2013 - Present
The First National Bank of Long Island January 2011 - January 2013
Wells Fargo Home Mortgage July 2008 - March 2011
Citimortgage 2001 - 2004
Roslyn National Mortgage Corporation August 1993 - September 2001
Skills
Cooperative, Loans, Mortgage Lending, Investment Properties, Condos, Banking, Credit, Real Estate, Credit Analysis, First Time Home Buyers, Loan Origination, Refinance, Financial Analysis, Residential Homes, Commercial Real Estate, Foreclosures, Portfolio Management, Short Sales, Residential Mortgages, Investments, Investors, Mortgage Banking, Small Business, FHA, Finance, Real Estate Transactions, Mortgage Marketing, Commercial Lending, FHA financing, Underwriting, VA loans, Reverse Mortgages, Real Estate Financing, USDA, Mortgage Underwriting, Commercial Mortgages, Single Family Homes, Consumer Lending, Real Estate Economics, Home Equity Lines of..., Construction Loans, Certified Mortgage..., Funding, Small Business Lending, Lines Of Credit, Commercial Banking, Loss Mitigation, Financial Services, Government Loans, Loan Servicing
Education
State University of New York at Stony Brook 1978 — 1981
Bachelor of Science, Political
Kings Park High school 1970 — 1975
High School diploma
Evolve Bank and Trust October 2014 - Present
Paragon National Bank July 2004 - October 2014
Enterprise National Bank June 1999 - June 2004
Skills
IT Infrastructure..., VMware View, VMware ESX, ESXi, Cisco VoIP, Cisco Call Manager, Microsoft SQL Server, ASP.NET, ASP.NET AJAX, LAN-WAN, Disaster Recovery, Business Continuity..., Vendor Management, IBM iSeries, IBM AS/400, Data Analysis, Data Warehousing, ETL, IT Management, Budget Process, Regulatory Compliance, Office 365, Active Directory, Project Management, IT Operations, Reporting & Analysis, Network Security, Information Security..., CISSP, Banking, Commercial Banking, IT Risk Management, Information Security, Business Continuity
Education
The University of Memphis 2007 — 2009
IT
Sewanee-The University of the South 1993 — 1997
Homeside Financial May 2015 - Present
Heather Lynn Studio January 2008 - Present
Evolve Bank and Trust March 2014 - June 2015
Union Home Mortgage 2013 - 2013
Chase Home Finance 2011 - 2013
Verizon Wireless 2010 - 2011
Cranel Imaging January 2006 - September 2010
Chase Home Finance 2001 - 2004
Sterling Commerce 1998 - 2000
Skills
Customer Service, Software Documentation, Mortgage Lending, Banking, Microsoft Excel, Finance, Time Management, Loans, Salesforce.com, Direct Sales, Process Improvement, Microsoft Office, Sales Operations, Account Management, Customer Retention, Management, Photoshop, Photography
Education
Mount Vernon Nazarene University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Citizens Bank September 2014 - Present
Norwich Commercial Group, inc. (Norcom) February 2014 - September 2014
Evolve Bank and Trust October 2013 - December 2013
EmbraceHome Loans May 2006 - September 2013
Skills
Loans, Mortgage Lending, Credit, Banking, Loan Origination, Refinance, Mortgage Banking, Credit Analysis, FHA, Residential Mortgages, Commercial Lending, Commercial Banking, VA loans, Credit Risk, USDA
Education
Rhode Island College
Master of Arts (M.A.), Elementary Education and Teaching
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS), Hotel/Motel Administration/Management
Evolve Bank and Trust May 2015 - Present
LIBERTY Home Equity Solutions , Inc February 2013 - May 2015
MetLife Home Loans April 2011 - June 2012
Bank of America 2009 - 2011
Wells Fargo Home Mortgage 2007 - 2008
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Loans, FHA financing, Credit, Home Equity, USDA, Certified Mortgage..., Investments, Retirement, Investment Properties, Mortgage Marketing, Banking, Credit Analysis, VA loans, Commercial Mortgages, First Time Home Buyers, Underwriting, Construction Loans, Home Equity Loans, Mortgage Underwriting, Government Loans, Loss Mitigation, Commercial Lending, Mortgage Servicing, Real Estate, Funding, Residential Homes, Real Estate Economics, Loan Servicing, Strategic Financial..., Insurance, Home Equity Lines of..., Consumer Lending, Referrals, Real Estate Financing, Finance, Foreclosures, Debt Consolidation, Options, FHA Financing, VA Loans, Financial Planning, Sales, Real Estate Transactions
Education
Fordham University
Master's degree, Social Work
Renasant Bank 2015 - Present
Evolve Bank and Trust September 2009 - 2015
Wells Fargo Home Mortgage 2012 - 2013
Universal Mortgage & Finance Inc 2007 - 2009
NFM 2005 - 2007
Skills
Banking, Credit, Mortgage Lending, Customer Service, Loans, Sales Management, Team Building, First Time Home Buyers, FHA financing, VA loans, Investment Property..., Reverse Mortgages, Real Estate, Refinance, REO, Investment Properties, Loan Origination, Leadership, USDA, Sales, Residential Mortgages, Construction Loans, Entrepreneurship, Certified Mortgage..., FHA, Government Loans, Mortgage Underwriting, Property, Real Estate Transactions, Mortgage Banking, VA Loans
Education
College of Charleston
Bachelor of Science (BSc), Economics
D&G Detailing 2011 - Present
ZZPerformance February 2014 - August 2014
Betten Imports February 2013 - August 2013
Evolve Bank and Trust June 2012 - January 2013
Betten Imports March 2012 - June 2012
Betten Imports March 2011 - February 2012
Watermark Country Club August 2010 - March 2011
Skills
Massage Therapy, Sales, Therapeutic Massage, Customer Service, Automotive, Customer Satisfaction, Marketing, Team Building, Microsoft Word, Microsoft Office, FHA, Social Networking, New Business Development, Public Speaking, Leadership, Account Management, Selling, PowerPoint, Social Media, Automobile
Education
Costa Rica School of Massage Therapy 2013 — 2013
Massage Therapy/Therapeutic Massage
Grand Rapids Community College 2010 — 2011
Criminology, Criminal Justice and Corrections
Kent Career / Technical Center 2009 — 2010
Criminal Justice and Corrections
Forest HIlls Eastern High School 2006 — 2010
Diploma
New American Funding June 2015 - Present
Evolve Bank and Trust November 2013 - Present
Wells Fargo Home Mortgage September 2012 - November 2013
USA Mortgage April 2012 - September 2012
Bank of America August 2010 - August 2011
US Bank August 2008 - August 2010
BNI 2008 - 2010
Skills
Mortgage Lending, Loans, FHA, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Certified Mortgage...
Education
Grand Rapids Community College 1992 — 1993
Evolve Bank and Trust June 2010 - Present
First Financial Bank May 2006 - June 2010
Summit Financial Group January 2002 - May 2006
Education
Metropolitan State College of Denver 1992 — 1995
Business, Business
Evolve Bank and Trust May 2015 - Present
Log Cabin Republicans October 2008 - Present
Community & Southern Bank June 2014 - May 2015
Atlanta Dogwood Festival February 2006 - July 2014
Evolve Bank and Trust December 2012 - June 2014
Private Bank of Decatur & Buckhead March 2012 - December 2012
Wells Fargo March 2010 - March 2012
Decatur First Bank August 2000 - August 2009
Skills
Commercial Real Estate, Real Estate, SBA, Commercial Lending, Loans, Banking, Small Business Lending, Credit, New Business Development, Finance, Refinance, SBA 504, Start-ups, Mergers, Insurance, Portfolio Management, USDA, Mergers & Acquisitions, Credit Analysis, Business Development, Commercial Banking, Investment Properties, Asset Based Lending, Team Building, Mortgage Lending, Business Strategy, Marketing Strategy, Commercial Mortgages, Underwriting, Loan Origination, Small Business, Strategic Planning, Financial Analysis, Leadership, Marketing
Education
Louisiana State University and Agricultural and Mechanical College
B.S, Economics
Middle Georgia State College
The Weave Spot Inc November 2011 - Present
Evolve Bank and Trust December 2014 - June 2015
Chase Home Finance a division of JP Morgan Chase Bank N.A May 2011 - December 2013
PNC Mortgage a divison of PNC Bank N.A March 2010 - May 2011
Wells Fargo Home Mortgage April 2007 - February 2010
Countrywide Home Loans February 2004 - March 2007
Citibank N.A & Citi-Mortgage February 2001 - February 2004
Skills
Mortgage Lending, Finance, Mortgage Banking, Loan Origination, FHA, Refinance, Loans, Residential Mortgages, Credit, VA loans, FHA financing, Credit Analysis, Banking, Certified Mortgage..., Construction Loans, Reverse Mortgages, USDA, Underwriting, Budgets, Customer Service, Credit Risk, FHA Financing, Financial Analysis, Financial Risk, Financial Services, First Time Home Buyers, Commercial Lending, Commercial Mortgages, Government Loans, Insurance, Investment Properties, Investments, Investors, Lines Of Credit, Loan Servicing, Mortgage Servicing, Mortgage Underwriting, Non-Conforming, Real Estate Economics, Real Estate, Real Estate Financing, Referrals, Residential Homes, Retail Banking, Series 63, Sellers, Short Sales, VA Loans, REO, Portfolio Management
Education
Kingsborough Community College 2001 — 2003
Business Management
Redan High School 1996 — 2000
Advanced Mathermatics
Gold Financial Services (Formerly Highlands) May 2012 - Present
Highlands Residential Mortgage May 2012 - December 2012
Evolve Bank and Trust April 2011 - May 2012
VIPLend Mortgage, a division of PRMI February 2010 - May 2011
Earth Mortgage January 2004 - February 2010
Centex Home Equity Mortgage October 2002 - December 2003
Town & Country Mortgage August 2001 - September 2002
Solitaire Homes February 1995 - August 2001
Skills
Purchase Loans, Refinance, Mortgage Lending, Financial Advisory, Mortgage Banking, Mortgage Planning, Residential Mortgages, First Time Home Buyers, VA loans, Home Equity Loans, FHA financing, Certified Mortgage..., Selling, Residential Homes, Loans, FHA, Investment Properties, Underwriting, USDA, Finance, Loan Origination, Government Loans, Referrals, Mortgage Underwriting, VA Loans, FHA Financing, Sales
Education
Eastern New Mexico University 1990 — 1994
BA, Business
PrimeLending June 2013 - Present
Infinia Services LLC November 2004 - Present
Evolve Bank and Trust June 2012 - June 2013
Infusionsoft November 2010 - July 2011
United Federal Mortgage May 2006 - August 2007
NationPoint, a div. of First Franklin, a subsidiary of Merrill Lynch July 2002 - May 2006
Shorecliff Communications March 2000 - November 2001
Miller Freeman July 1997 - May 2000
Skills
Sales Growth, Business Development, Project Management, Coaching teams, Operational efficiency, Sales, Sales Management, Marketing Automation, Capital Raising, Web Marketing, Marketing Strategy, Customer Acquisition, Strategic Partnerships, Entrepreneurship, Internet Strategy, Venture Capital, Alternative Investments, Executive Management, Strategy, Social Media Marketing, Mortgage Banking, Event Management, Marketing Event Planning, Facebook, Creative Strategy, Email Marketing, Mortgage Lending, Large Scale Events, Coaching, Leadership, CRM, Management, Marketing, Start-ups, Online Marketing, Loans, Negotiation, Selling, Finance, Credit, Marketing Management, Investment Properties, Analytics, Lead Generation, Financial Services, Investments, Budgets, Small Business, FHA, Asset Management
Education
University of California, Los Angeles 1990 — 1993
Bachelors, of Arts
Brigham Young University 1995 — 1996
Masters of Media Arts Candidate, Internet Communication and Technology
Live Out Loud 2002 — 2009
Howard Bank June 2014 - Present
Evolve Bank and Trust November 2013 - June 2014
Emery Financial Services, A subsidiary of Emery Federal Credit Union January 2010 - November 2013
Skills
USDA Rural Housing, Down Payment Assistance, 203K, FHLMC, Certified Mortgage..., Mortgage Banking, Retail Banking, Financial Analysis, Home Equity, Reverse Mortgages, Construction Loans, Refinance, FHA, Residential Mortgages, Super Jumbo, VA loans, Streamline Loans, Commercial Banking, Mortgage Marketing, Securities, Sales, Sales Management, B2B Marketing, B2B Marketing Strategy, Retirement Planning, Term Life Insurance, Fixed Annuities, Loan Origination, Mortgage Lending, Home Equity Loans, Credit Analysis, First Time Home Buyers, Calyx Point, VA Loans
Education
Liberty University 2004 — 2010
Bachelor's degree, Health Promotions
Evolve Bank and Trust March 2015 - Present
EverBank July 2013 - March 2015
First Choice Loan Services, Inc. January 2011 - June 2013
Platinum Financing/Fairway Marketing, Inc March 2006 - November 2011
First Union/ Wachovia Bank January 2000 - August 2005
Nova Southeastern University June 1998 - January 2002
Skills
Direct Marketing, Product Marketing, Financial Advisory, Strategic Planning, Business Planning, Marketing Strategy, Business Strategy, Real Estate, Business Development, Budgets, Contract Negotiation, Commercial Lending, Forecasting, Loans, Mortgage Lending, Insurance, Selling, Small Business, Refinance, Mergers, Finance, Property, Investment Properties, Sales
Education
Nova Southeastern University 1997 — 2001
BA, Business Administration
Dillard High School 1990 — 1994
High School Deploma, Accounting and Business/Management
TD July 2015 - Present
RBS Citizens Financial Group March 2014 - December 2014
Wells Fargo Home Mortgage August 2011 - March 2014
Evolve Bank and Trust July 2010 - July 2011
Residential Mortgage Services, Inc. June 2009 - June 2010
Mortgage Partners, Inc April 2000 - May 2009
Skills
Mortgage Banking, Mortgage Lending, USDA, Refinance, VA loans, FHA, Loan Origination, Residential Mortgages, Loans, FHA financing, Credit, Government Loans, First Time Home Buyers, Residential Homes, Construction Loans, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing, Home Equity Lines of..., Home Equity Loans, Non-Conforming, Mortgage Marketing, Commercial Mortgages, Mortgage Servicing, Credit Analysis, Commercial Lending, Consumer Lending, Loan Servicing, Loss Mitigation, Small Business Lending, Lines Of Credit, Rates, FHA Financing, VA Loans
Education
Salem State College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Austin Prep 1978 — 1982
Bachelor of Science (BS), Finance, General
Evolve Bank and Trust September 2015 - Present
NSC Global October 2014 - Present
Consolidated Medical Staffing May 2014 - August 2014
Atos August 2013 - May 2014
Vaco January 2013 - July 2013
IT consultant Self Employed July 2009 - January 2013
ZeroChaos August 2008 - May 2009
Verigent December 2007 - May 2008
McGrath Systems March 2007 - May 2007
United States Air Force 2004 - 2007
Skills
Servers, Technical Support, Network Administration, System Administration, Security, Networking, Operating Systems, Hardware, Software Installation, Computer Hardware, Routers, Help Desk Support, Wireless Networking, Windows, Access, BMC Remedy, SAN, IP, Wireless, Information Technology, Leadership, Training, Microsoft Office
Education
Park University 2009 — 2013
Bachelor's Degree, Management Computer Information Systems, Senior
Community College of the Air Force 2002 — 2005
Associate of Science (AS), Information Technology
Evolve Bank and Trust February 2014 - Present
Geographic Information Solutions LLC November 2012 - January 2014
Equity Resources, Inc February 2013 - December 2013
JPMorganChase 1998 - 2012
Skills
Mortgage Lending, Leadership, Loans, Mortgage Banking, VA loans, Residential Mortgages, FHA, FHA financing, Home Equity Loans, Loan Origination, Management, Refinance, Sales, Business Development, Mortgage Underwriting, Credit, USDA, Government Loans, Sales Management, FHA Financing, VA Loans
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Finance, General, 3.65
NLC Loans July 2014 - Present
Evolve Bank and Trust March 2013 - June 2014
Skills
Real Estate, Credit, Refinance, Residential Mortgages, VA loans, Mortgage Banking, Mortgage Lending, FHA financing, Loans, FHA, Loan Origination, Reverse Mortgages, USDA, Certified Mortgage..., Real Estate Financing, Credit Analysis, Consumer Lending, VA Loans, FHA Financing
Education
Penn State University
Bachelors
PrimeLending October 2014 - Present
Evolve Bank and Trust March 2014 - Present
Wintrust Mortgage Corporation September 2008 - Present
Breckenridge Vacations July 2012 - 2013
Haiti January 2010 - August 2012
GMA Mortgage September 2007 - June 2012
Skills
Mortgage Lending, Mortgage Banking, Financial Analysis, Sales Management, Sales, Commercial Mortgages, Residential Mortgages, Molecular Biology, Mortgage Marketing, Jumbo Mortgage, Certified Mortgage..., Mortgage Servicing, Family Vacations, Romantic Getaways, Loans, USDA, FHA, VA loans, FHA financing, Reverse Mortgages, Loan Origination, Refinance, FHA Financing, VA Loans
Education
Harding University 1999 — 2001
Bachelor's degree, Criminal Justice and Corrections
Rose State College 1997 — 1999
Associate's degree, Finance, General
Evolve Bank and Trust March 2014 - Present
Patriot Bank Mortgage November 2011 - February 2014
Castle & Cooke Mortgage, LLC August 2011 - November 2011
Libertad Bank SSB June 2005 - December 2010
Collective Arts of Mexico, Inc. November 1998 - May 2005
Advantage Mortgage Network 2002 - 2004
Skills
Loan Origination, Loans, Mortgage Banking, Mortgage Lending, FHA, Banking, Refinance, USDA, Residential Mortgages, Certified Mortgage..., VA loans, Consumer Lending, Credit, Management, Construction Loans, REO, FHA financing, Government Loans, Investment Properties, Investors, Real Estate, Residential Homes, Selling, Investments, Mortgage Underwriting, Referrals, Underwriting, Real Estate Financing, Sellers, Reverse Mortgages, Single Family Homes, Mortgage Servicing, First Time Home Buyers, Rates, Home Equity Loans, Commercial Mortgages, Finance, Foreclosures, Non-Conforming, Credit Analysis, Sales, Real Estate Transactions, Home Equity Lines of..., Mortgage Marketing, Commercial Lending, Real Estate Economics, Loss Mitigation, Financial Structuring, HUD, Loan Servicing
Education
Sacred Heart University
Evolve Bank and Trust October 2014 - Present
TexanMortgage.com January 2012 - October 2014
Amerex Energy December 2009 - October 2011
Wells Fargo HSBC Trade Bank June 2006 - November 2009
Chase Partners November 2001 - May 2006
United Rentals/Gaedcke Equipment November 1994 - August 2000
Partners Real Estate Group 1991 - 1994
Marcus & Millichap 1989 - 1991
Century Capital Corp. 1979 - 1989
Skills
Loans, Refinance, Mortgage Lending, Mergers & Acquisitions, Leadership, Real Estate Transactions, Investments, Residential Mortgages, Sales, Sales Management, Mergers, Sellers, Banking, Investment Properties, Loan Origination, Residential Homes, Finance, Energy, Real Estate, Mortgage Banking, Team Building, Natural Gas, FHA, Contract Negotiation, Selling, VA loans, Home Equity Loans, Negotiation, Management, First Time Home Buyers, Financial Modeling, Business Development, Commercial Real Estate, New Business Development, Texas Mortgage Broker, Texas Real Estate Broker, Experienced Sales..., Real Estate Broker, Proven Turnaround..., Corporate Acquisitions, Consensus Builder, Professional Sales..., Real Estate Financing, Credit, Portfolio Management, Referrals
Education
University of Houston 1970 — 1976
MPA, Finance
Pi Kappa Alpha
Pi Kappa Alpha
Spring Branch
Spring Branch
University of Houston
BA, Communications
NORTHSTAR BANK OF TEXAS May 2015 - Present
Bank of America February 2014 - April 2015
Caliber Home Loans October 2013 - February 2014
Victory Mortgage December 2011 - October 2013
Evolve Bank and Trust September 2010 - December 2011
Brazeco August 2005 - June 2010
Aames Home Loan August 2004 - August 2005
Skills
Mortgage Lending, First Time Home Buyers, Construction Loans, Network Administration, Refinance, Commercial Lending, Loan Origination, Loans, Underwriting, FHA, Mortgage Banking, Investment Properties, REO, Residential Mortgages, Real Estate, Credit, Real Estate Financing, Credit Analysis, Real Estate Economics, Home Equity Loans, VA loans, FHA financing, Investors, Referrals, Residential Homes, Government Loans, Non-Conforming, Single Family Homes, Relocation
Education
Stephen F. Austin State University 1999 — 2000
Computer Science
Oak Mortgage Group August 2015 - Present
NORTHSTAR BANK OF TEXAS May 2015 - August 2015
First United Bank August 2014 - May 2015
Evolve Bank and Trust March 2009 - August 2014
Skills
Incredible Passion To..., I love helping clients..., Self Proclaimed Numbers..., Mortgage Banking, Mortgage Lending, Debt Management, Debt Restructuring, Debt Elimination, Refinance, Loans, Loan Origination, Credit Analysis, Residential Mortgages, Credit, FHA, Underwriting, USDA, FHA financing, Commercial Lending, Commercial Mortgages, VA loans, Finance, Investments, Real Estate Financing
Education
Texas A&M University 1998 — 2003
Bachelor's degree, Industrial Engineering
St. George's Independent School August 2015 - Present
Young Life September 2014 - Present
Evolve Bank and Trust February 2015 - September 2015
Evolve Bank and Trust July 2014 - August 2015
The Love Kitchen, Inc. December 2011 - January 2015
Ford Motor Credit Company October 2013 - June 2014
Ford Motor Credit Company July 2013 - September 2013
Financial Management Association April 2012 - May 2013
Dixon Hughes Goodman LLP June 2012 - August 2012
Memphis Leadership Academy June 2012 - August 2012
Skills
Accounting, Leadership, Management, Financial Analysis, Public Speaking, Auditing, Budgets, Bloomberg Terminal, Policy, Bloomberg Equities..., Bloomberg Fixed Income..., Bloomberg Foreign..., Bloomberg Commodities..., Account Management, Customer Advocacy, Financial Audits, Tax Preparation, Bank Reconciliation, Bookkeeping, Volunteering, Portfolio Management, Mortgage Underwriting, Commercial Underwriting, Physician Relations, Conventional...
Education
Haslam College of Business at the University of Tennessee 2009 — 2013
Bachelor's degree, Finance, Economics, Graduate
St. George's Independent School 1996 — 2009
AmeriFirst Home Mortgage June 2014 - Present
Security National Mortgage June 2013 - April 2014
Evolve Bank and Trust January 2012 - July 2013
Envoy Mortgage 2010 - 2012
Wells Fargo Home Mortgage 2008 - 2010
Bob Sumerel Tire Company 2006 - 2008
Wells Fargo Home Mortgage 2003 - 2006
US Bank Home Mortgages 2001 - 2003
Wells Fargo Home Mortgage 1998 - 2001
Skills
Refinance, USDA, VA loans, Mortgage Banking, FHA, FHA financing, Residential Mortgages, Loan Origination, Mortgage Lending, Government Loans, Loans, Non-Conforming, Construction Loans, FHA 203(k), Continuing Education, FHA EEM, Mortgage Underwriting, Sellers, Renovation, VA Loans, FHA Financing, First Time Home Buyers
Education
Wright State University 1992 — 1996
Business, Financial Services
Hondros College 1996 — 1996
Real Estate Sales, Real Estate
Fairborn High School 1986 — 1990
General Studies
TEXAS Mobile Notary Public October 2013 - Present
PrimeLending May 2014 - November 2014
Evolve Bank and Trust December 2013 - March 2014
TexasLending.com NMLS # 137773 January 2012 - August 2013
PC Loan Processing April 2000 - April 2010
Skills
Sales, Mortgage Industry, Mortgage Banking, Customer Relations, Customer Satisfaction, Customer Service, Customer Experience, Investors, Attention to detail, Conventional Financing, VA Loans, Mortgage Marketing, Loan Origination, Mortgage Insurance, Mortgage Lending, Processing Residential..., Team Building, Relationship Building, Team Leadership, SharePoint, Training, Office Administration, Real Estate, Fannie Mae, Freddie Mac, Bookkeeping, Inside Sales, Outside Sales, Clerical Skills, Microsoft Office, Microsoft Word, Crystal Reports, Report Management, Pipeline Management, Event Planning, Process Improvement, Policies & Procedures..., Credit Risk, Photography, Music, Volunteering, Management, Operational Excellence, Call Centers, Quality Auditing, Continuing Education, Regulatory Compliance, Workplace Safety, Time Management, First Time Home Buyers
Education
Mortgageeducation.com 2013 — 2013
NMLS 1128266, SAFE and NMLS REQUIREMENTS FOR FEDERAL BANK
Lamar University 2010 — 2010
REAL ESTATE CERTIFICATIONS, Real Estate
Evolve Bank and Trust April 2012 - October 2014
Hunter Financial Group July 2009 - April 2012
Nationstar Mortgage August 2006 - September 2008
Nationstar Mortgage December 2004 - August 2006
Skills
Mortgage Lending, FHA, Refinance, Loans, Investment Properties, Mortgage Banking, Loan Origination, Loss Mitigation, Harp, Residential Mortgages, USDA, Fannie Mae, VA loans, Government Loans, Credit, FHA financing, Construction Loans, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Loan Servicing, Mortgage Marketing, Reverse Mortgages, Underwriting, Real Estate Financing, Non-Conforming, Credit Analysis, Home Equity Loans, First Time Home Buyers, Commercial Mortgages, Consumer Lending, Banking, Finance
Education
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Evolve Bank and Trust April 2015 - Present
Small Business Funding Group October 2013 - March 2015
Small Business Funding Group July 2012 - October 2013
SunTrust Bank October 2010 - July 2012
SunTrust Bank November 2009 - October 2010
AmericanWest Bank March 2007 - November 2009
Zions First National Bank March 2006 - March 2007
GE Money Bank November 2004 - March 2006
Zions Bancorporation July 2002 - November 2004
Skills
MS Excel, Moody's Risk Analyst, Loan Origination, Internal Audit, Customer Relations, USDA, Credit Analysis, Underwriting, Small Business Lending, Commercial Lending, Credit, Commercial Banking, Loans, Financial Analysis, Banking, Portfolio Management, Credit Risk, Compliance, Commercial Mortgages, Lines Of Credit, Risk Management, Analysis, Customer Service, Mortgage, Financial Reporting, Small Business, Strategic Planning, Problem Solving, Due Diligence, Negotiation, Microsoft Office, Accounting, Budgeting, Microsoft Excel, Leadership, Mortgage Lending, Budgets, Team Building, SBA, Construction Loans, Sales, Finance, Management, Refinance, Commercial Real Estate, Consumer Lending, Mortgage Banking, Cross Selling, Treasury Management, SBA 504
Education
Western Governors University 2007 — 2009
MBA, Management & Strategy
Southern Virginia University 2000 — 2002
BA, Management, English, Creative Writing
Salt Lake Community College 1998 — 2000
AA, Business
University of Utah 1998 — 2000
A'cappella Choir
Evolve Bank and Trust February 2015 - Present
EverBank January 2014 - February 2015
Chase September 2007 - December 2013
Wells Fargo Home Mortgage August 2001 - May 2007
Novelle Financial July 2000 - July 2001
The Money Store January 1996 - January 2000
Cityscape Mortgage February 1996 - September 1996
Homerica Mortgage Corp January 1993 - January 1996
Various January 1982 - September 1990
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Loans, Refinance, Residential Mortgages, VA loans, Real Estate, USDA, FHA financing, Condos, Sellers, Banking, Referrals, First Time Home Buyers, Underwriting, Investors, Construction Loans, Government Loans, Mortgage Underwriting, Credit, Sales, Real Estate Financing, Investment Properties, Home Equity Loans, Credit Analysis, Home Equity Lines of..., Short Sales, Real Estate Transactions, REO, Residential Homes, Rates, Finance, Lines Of Credit, Single Family Homes, Relocation, Property, Credit Risk, Relationship Management, FHA Financing, VA Loans
Education
Berkeley College 1981 — 1982
AS degree, Marketing and Management Program; marketing and management studies
Rye Neck Senior High School 1977 — 1981
Evolve Bank and Trust November 2012 - Present
Shelby County Government September 2010 - November 2012
United States Senate, Senator Bob Corker's Office January 2007 - August 2008
Skills
Government, Fundraising, Public Speaking, Public Relations, Non-profits, Nonprofits, Event Planning, Social Media Marketing, Strategic Planning, Media Relations, Leadership, Team Leadership, Community Outreach, Policy, Budgets, Marketing Strategy, Program Management, Marketing, Marketing Communications, Microsoft Office, Social Media, Social Networking, Event Management, Strategic Communications, Community Development, Editing, Research
Education
Christian Brothers University 2012 — 2014
Master of Business Administration (M.B.A.)
Christian Brothers University 2002 — 2006
English for Corporate Communication and Management
Evolve Bank and Trust September 2008 - Present
Active Mortgage Company January 2000 - September 2009
Skills
FHA, VA, USDA, First Time Home Buyers, Refinance, VA loans, Real Estate, Foreclosures, Short Sales, Mortgage Lending, Underwriting, Certified Mortgage..., FHA financing, Sellers, Real Estate Financing, Referrals, Loans, Reverse Mortgages, Government Loans, Investment Properties, REO, Real Estate Transactions, HUD, Residential Mortgages, Construction Loans, Loan Origination, Mortgage Banking, Commercial Mortgages, Real Estate Economics, Investors, Residential Homes, Mortgage Marketing, Commercial Real Estate, Investments, Credit, Condos, Commercial Lending, Selling, Real Property, Loss Mitigation, USDA Rural Housing
Education
North Cobb High School 1977 — 1981
Dekalb Community College
First United Mortgage Group September 2014 - Present
Evolve Bank and Trust May 2010 - August 2014
Earth Mortgage May 2001 - January 2010
Enesco 1995 - 2002
Skills
FHA, Refinance, VA loans, Loan Origination, REO, Referrals, Relocation, Non-Conforming, FHA financing, Residential Mortgages, Mortgage Banking, Residential Homes, Finance, Loans, Certified Mortgage..., USDA, Reverse Mortgages, Government Loans, Home Equity Loans, Construction Loans
Education
University of North Texas
EDUCATION
Evolve Bank and Trust September 2015 - Present
Evolve Bank and Trust July 2012 - August 2015
College of Business: Institute for Leadership Advancement August 2010 - May 2012
Sigma Phi Epsilon November 2009 - November 2010
Morgan Keegan & Company, Inc June 2010 - August 2010
Valu Merchandiser May 2009 - August 2009
Morgan Keegan July 2009 - July 2009
Prairie Life Fitness Center May 2007 - August 2007
Skills
eFolio software, Excel, Bloomberg Terminal, Leadership, Finance, Accounting, Budgets, Investments, Management, Risk Management, Financial Analysis, Bloomberg, Time Management, Customer Service, Fixed Income, Microsoft Excel, Software, Mortgage Lending, Sales, Loans, Credit Analysis, Banking, Mortgage Banking, VA loans, USDA, Residential Mortgages, Capital Markets, FHA, Credit Risk, Sales Management, Mortgage Underwriting, Refinance
Education
The University of Georgia 2008 — 2012
Banking and Finance, Business
Briarcrest Christian High School 2004 — 2008
Evolve Bank and Trust April 2012 - Present
Home Savings of America March 2009 - March 2012
Skills
Legal Process..., FHA, Mortgage Lending, Loan Origination, Banking, Residential Mortgages, Mortgage Banking, Refinance, Credit, Loans, FHA financing, VA loans, USDA, Government Loans, Sales
Education
Ohio University
The Ohio State University
Evolve Bank and Trust November 2014 - Present
Evolve Bank and Trust March 2014 - November 2014
Evolve Bank and Trust October 2009 - March 2014
Delta Trust Mortgage Corporation April 1997 - September 2009
National Mortgage April 1989 - March 1997
Skills
Mortgage Lending, Non-Conforming, Mortgage Banking, FHA, Conforming, VA, Consultancy, Expert Witness Services, Forensic Underwriting, Quality Control, Compliance, Loans, Refinance, Residential Mortgages, FHA financing, Loan Origination, Credit, Risk Management, VA loans, Mortgage Underwriting, USDA, Underwriting
Education
The University of Memphis 1982 — 1987
Bachelor of Science (BS), Biology
Aflac September 2014 - Present
Evolve Bank and Trust January 2010 - 2012
National City Mortgage 2008 - 2010
Green Street Financial Group 2007 - 2008
American Home Mortgage 1998 - 2007
Long Island Savings Bank 1995 - 1997
Self-Employed 1991 - 1994
Manhattan Industrie LLP, Union Bay Inc., Cacherel U.S. Inc., Warnaco Inc. 1980 - 1991
Skills
Mortgage Banking, Mortgage Lending, New Home Purchase, Customer Retention, Refinance, Loan Origination, Account Management, Team Building, Team Motivation, Customer Service, Teamwork, Credit Analysis, Investments, Finance, VA Loans, Credit, USDA, FHA financing, Small Business, Sales Management, Licensed to Sell..., Accident Insurance, Health Insurance, Life Insurance, Disability Insurance, Workers Compensation, Property & Casualty...
Education
Pace University
Bachelor of Arts (B.A.), Business Administration, Management and Operations
University of Hartford
Liberal Arts and Sciences/Liberal Studies
Evolve Bank and Trust March 2015 - Present
Prospect Mortgage, LLC February 2014 - March 2015
Bank of America April 2011 - January 2014
Wells Fargo Home Mortgage February 2007 - April 2011
Skills
Loans, Management, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Credit, Refinance, Residential Mortgages, Credit Analysis, VA loans, USDA, Banking, FHA financing, Underwriting, Reverse Mortgages, Cross Selling, Business Planning, Portfolio Management, Sales
Education
University of South Florida
Evolve Bank and Trust March 2015 - Present
Renasant Bank January 2014 - March 2015
Anchor Funding Corporation November 2006 - December 2013
Skills
Loans, Mortgage Lending, Credit, Refinance, Banking, FHA, Loan Origination, Mortgage Banking, Residential Mortgages, VA loans, USDA, FHA financing, Rates, First Time Home Buyers, Strategic Planning, Funding, Mortgage Underwriting, Reverse Mortgages, Construction Loans, VA Loans, FHA Financing, Real Estate, Investment Properties, Credit Analysis, Management, Sales, Customer Service, Finance, Underwriting, Real Estate Financing
Education
Bishop State Community College 1996 — 1997
English Language and Literature/Letters
Baker High School Mobile, Alabama 1985 — 1987
Evolve Bank and Trust February 2013 - Present
North East Chocolates June 2012 - Present
Skills
FHA
Education
Goldey Beacom College 2008 — 2010
Business Administration, Marketing
Cecil College 2005 — 2008
Associate's, Computer Aided Drafting/Designing (CAD)
Bohemia Manor High School 2001 — 2005
High School Diploma
Evolve Bank and Trust January 2011 - Present
JPMorgan Chase September 2003 - June 2008
Skills
Loans, Mortgage, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Conforming, Residential Mortgages, VA, Loan Structuring, Government Loans, Conventional, USDA, FHA financing, VA loans, Reverse Mortgages
Education
Temple University
Bachelor of Science, Business
Ditech Mortgage Corp November 2014 - Present
Chase February 2012 - November 2014
Evolve Bank and Trust January 2011 - February 2012
Debt Center America January 2008 - December 2010
Chase September 2003 - June 2008
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Credit, Refinance, Real Estate, FHA, Banking, Loans, USDA, Residential Mortgages, VA loans, Credit Analysis, FHA financing, FHA Financing, Reverse Mortgages, VA Loans
Education
Temple University
Bachelor of Science
Upper Dublin High School
Inland Home Mortgage Company, LLC February 2015 - Present
Evolve Bank and Trust November 2013 - January 2015
The Federal Savings Bank July 2012 - November 2013
Kraft Foods May 2011 - May 2012
Quicken Loans September 2010 - February 2011
Special Olympics Michigan August 2009 - December 2009
Mount Pleasant Area Community Foundation January 2009 - May 2009
Modern Rock 91.5 January 2006 - December 2007
Northern Star Broadcasting January 2004 - May 2005
Skills
Marketing, Social Media, Press Releases, Public Relations, Facebook, Advertising, Public Speaking
Education
Central Michigan University 2005 — 2009
B.A.A., Integrative Public Relations
Lowe's Home Improvement May 2013 - Present
Evolve Bank and Trust November 2012 - January 2013
Athletic Republic of Orange County September 2011 - November 2012
AMP Volleyball Club April 2010 - September 2011
OC Direct Lender August 2006 - March 2010
SEABREEZE FINANCIAL January 2005 - August 2006
Education
Vanguard University of Southern California 2011 — 2013
Business
Coastline College 2010 — 2011
Health Administration
Orange Coast College 2009 — 2009
Health Administration
Park University 2004 — 2005
Academic
Evolve Bank and Trust November 2010 - Present
Lendia February 1999 - June 2008
Lendia February 1998 - June 2008
Skills
Loans, Loan Origination, Residential Mortgages, Mortgage Lending, New Business Development, Customer Service, Mortgage Banking, Refinance, FHA, Credit, Sales, Real Estate Financing, Reverse Mortgages, Banking, Investment Properties, Real Estate, First Time Home Buyers, USDA, VA loans, Underwriting, FHA financing, Commercial Lending, Credit Analysis, Commercial Mortgages, Funding, Investments, Financial Structuring, Certified Mortgage..., Investors, Real Estate Economics, Referrals, REO, Foreclosures, Residential Homes, Finance, Commercial Real Estate, Real Estate Transactions, Construction Loans, Short Sales, Small Business, Loan Servicing, Mortgage Marketing, Mortgage Underwriting, Home Equity Loans, HUD
Education
Bates College 1980 — 1981
bs, econ
Evolve Bank and Trust May 2012 - Present
Self Employed 2000 - 2012
Interstate Commercial Lending January 2008 - July 2011
Gerspacher Mortgage November 2002 - January 2008
Skills
Loans, Refinance, Residential Mortgages, FHA financing, FHA, Loan Origination, Commercial Mortgages, First Time Home Buyers, USDA
Education
The Ohio State University 1989 — 1992
Evolve Bank and Trust December 2009 - Present
Safe Harbor Capital Group, LLC May 2001 - December 2009
Roslyn National Mortgage Corp 1998 - 2000
Long Island Savings Bank 1996 - 1998
Skills
Loans, Mortgage Lending, Mortgage Banking, Real Estate, Residential Mortgages, Loan Origination, Underwriting, Credit, Banking
Education
St. Joseph's College 2008 — 2012
Master of Business Administration (MBA), Accounting
Towson University 1994 — 1996
Bachelor of Science (BS), Finance
Evolve Bank and Trust October 2013 - Present
Sterling National Bank May 2005 - February 2013
Sterling National Bank May 2005 - February 2013
Skills
FHA, Refinance, Mortgage Lending, Investment Properties, Commercial Mortgages, Real Estate, USDA, Condos, Loans, FHA financing, 203K, Vacation Homes, Loan Origination, Residential Mortgages, Commercial Lending, Mortgage Banking, VA loans, Underwriting, Public Speaking, New Business Development, Team Building, Banking, Marketing, Credit, Customer Service, Property, Strategic Planning, Sales Management, Credit Analysis, Small Business, Reverse Mortgages, VA Loans, FHA Financing
Education
New York University 1969 — 1971
MA, Administration & Supervision of Education
New York University 1968 — 1970
Master's degree, Administration and Supervision
Hunter College
Bachelor of Arts (B.A.), BA
Evolve Bank and Trust Vice PresidentMidwest Business Capital2002 - 2012
Education
University of Kentucky
Evolve Bank and Trust August 2015 - Present
M&T Bank June 2015 - Present
Skills
Reverse Mortgages, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Refinance, Credit, Residential Mortgages, Banking, FHA financing, VA loans, USDA, Credit Analysis, Underwriting, Consumer Lending, Commercial Lending, Investments, Finance, Construction Loans
Education
City University of New York-Queens College 1969 — 1973
BA, English
FMS Bank April 2015 - Present
Evolve Bank and Trust January 2014 - November 2014
NBH Bank, N.A. Instrumental in the formation of small business lending division (Government Lending February 2012 - September 2013
Great Western Bank April 2006 - February 2012
Nu Alpha Kappa Fraternity, Inc. June 2007 - May 2009
Wells Fargo Bank January 2000 - March 2006
INROADS 1997 - 2001
IBM May 1998 - January 2000
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Credit, Credit Analysis, SBA, Small Business, Customer Service, Management, Lines Of Credit, Small Business Lending, Underwriting, Sales, Finance, Financial Analysis, Portfolio Management, Loan Origination, Risk Management, Mortgage Lending, Retail Banking, Credit Risk, Relationship Management, Financial Services, Mortgage Banking, Cash Management, Treasury Management, Insurance, Investments, Executive Management, USDA, Deposits, Refinance, Commercial Mortgages, Cross Selling, Mergers & Acquisitions, Real Estate, Commercial Real Estate, SBA 504
Education
Colorado State University 1997 — 2001
Law Office of Eric I. Prusan May 2013 - Present
Evolve Bank and Trust August 2010 - March 2015
Safe Harbor Capital May 2007 - July 2010
American Debt Enders 2009 - June 2010
GMAC January 2007 - April 2007
First Tennessee Bank July 2006 - January 2007
Countrywide Mortgage September 2005 - July 2006
Royal Bank of Canada Mortgage November 2004 - September 2005
Home Funds Direct December 2003 - November 2004
Household Credit / Beneficial Finance July 2001 - December 2003
Skills
Customer Service, Customer Satisfaction, Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Refinance, Loan Origination, Credit, Underwriting, Branch Management, Project Management, Banking, Finance, Investments, Leadership
Education
Saint Peter's University 1978 — 1982
BA, Economics
Old National Bank January 2014 - Present
Egltech March 2012 - January 2014
Evolve Bank and Trust July 2010 - March 2012
Bank of America December 2009 - June 2010
Arbor Mortgage June 2001 - November 2009
Skills
Banking, Strategic Planning, New Business Development, Sales Management, Mortgage Banking, Marketing, Credit, Team Leadership, Sales Process, Real Estate, Risk Management, Contract Negotiation, Sales Presentations, Investment Properties, IT Solutions, Key Account Management, Event Management, Cloud Computing, Backup Solutions, Managed Services, FHA, First Time Home Buyers, Construction Loans, Loan Portfolio Analysis
Education
Michigan State University
Evolve Bank and Trust July 2012 - Present
JPMorgan Chase June 2009 - July 2012
Waddell & Reed Financial Services May 2008 - May 2009
Lincoln Saltdogs May 2006 - September 2008
Xavier University August 2007 - May 2008
Trip Sports. Inc September 2002 - December 2005
Skills
Customer Service, Marketing Strategy, Public Relations, Microsoft Office, Financial Analysis, Strategic Financial..., Budgets, Investments, Finance, Insurance, Mortgage Lending, Loans, Marketing, Credit, Banking
Education
Xavier University 2007 — 2008
Master of Business Administration (M.B.A.), Business / Finance / Sport Administration
The Ohio State University 2001 — 2006
B.S., Sport Management / Excercise Science
Evolve Bank and Trust January 2014 - Present
Envoy Mortgage August 2011 - Present
Allied Home Mortgage Capital Corporation October 2010 - Present
Skills
Mortgage, USDA, VA, FHA, Conventional, Mortgage Lending, Refinance, VA loans, Mortgage Banking, Loan Origination, Mortgage Industry, Conforming, Residential Mortgages, Construction Loans, Loans, Purchase, First Time Home Buyers, Investment Properties, Real Estate Finance, First Time Buyers, Banking, FHA financing, Condos, Government Loans, Rehab Loans, Mortgage Planning
Education
Northeastern University
Business Management, Marketing
Union Bank April 2015 - Present
Evolve Bank and Trust June 2014 - April 2015
Bank of the Orient April 2013 - April 2014
Trans Pacific National Bank July 2012 - April 2013
Decius Consulting July 2008 - November 2012
UPS Capital February 2007 - July 2008
Popular Small Business Capital February 2006 - February 2007
CIT September 2004 - February 2006
Greater Bay Bank April 2000 - September 2004
Greater Bay Bancorp 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Underwriting, Financial Reporting, Commercial Mortgages, Commercial Banking, Credit Analysis, Negotiation, New Business Development, Business Strategy, Banking, SBA, Cash Management, Team Building, Business Planning, Mortgage, Finance, Mortgage Lending, Loans, Marketing Strategy, Financial Analysis, Credit Risk, Commercial Real Estate, Loan Origination, Mergers & Acquisitions, Business Development, Real Estate, Real Estate Economics, Refinance, Mortgage Banking, Funding, Financial Services, Portfolio Management, Small Business, Asset Management, Cash Flow, Lines Of Credit, Investments, Financial Structuring, Due Diligence
Education
University of Oregon 1973 — 1978
BS, Business
Fidelity Bank June 2011 - Present
Evolve Bank and Trust April 2009 - June 2011
Regions Bank 2007 - 2008
First Horizon May 2007 - August 2007
Marshall and Illsley Bank January 2005 - April 2007
National Bank of Commerce March 1995 - December 2004
Boatmen's Bank of Tennessee January 1987 - February 1995
Skills
Banking, Budgets, Credit, Credit Analysis, Customer Service, Forecasting, Loan Origination, Loans, Management, Mortgage Lending, Underwriting, Portfolio Management, Sales
Education
Auburn University at Montgomery 1982 — 1986
Bachelor's, Finance
Evolve Bank and Trust February 2011 - Present
Mortgage Investors Group August 2008 - February 2011
First Tennessee Home Loans February 2003 - August 2008
Skills
Mortgage Lending, Residential Mortgages, Property, Refinance, Short Sales, USDA, Finance, FHA, Sellers, Residential Homes, Customer Service, Foreclosures, Investment Properties, Loans, Loan Origination, Mortgage Banking, Certified Mortgage..., Banking, Construction Loans, Credit, Credit Analysis, First Time Home Buyers, FHA financing, Government Loans, HUD, Mortgage Marketing, Home Equity Loans, Mortgage Underwriting, Investments, REO, Real Estate, Real Estate Financing, Real Estate Transactions, Referrals, Reverse Mortgages, Small Business, Underwriting, VA loans
Education
Westwood High School 1968 — 1974
The University of Memphis
Accounting
Evolve Bank and Trust April 2015 - Present
First Utah Bank February 2014 - April 2015
First Utah Bank May 2011 - February 2014
Far West Bank, a division of AmericanWest Bank January 2011 - May 2011
Far West Bank, a division of AmericanWest Bank December 2009 - February 2011
Celtic Bank March 2009 - December 2009
Celtic Bank January 2007 - March 2009
Hill Air Force Base October 2006 - December 2006
IRS-Office of Chief Counsel July 2006 - October 2006
Thomas Insurance Agency, Inc July 2003 - July 2006
Skills
Analysis, Auditing, Cash Flow, Collaboration, Credit, Critical Thinking, Due Diligence, Excel, Financial Analysis, Small Business Lending, Microsoft Office, Communication Skills, Organization &..., SBA, Underwriting, Writing, Process Improvement, Government Loans, Commercial Real Estate, Commercial Banking, equipment financing, Pay Close Attention to..., Thorough Research, Prompt, Out Of the Box, Collaborative Problem..., Problem Solving, Passion for Quality, USDA, Finance, Portfolio Management, Commercial Mortgages, Mortgage Lending, Construction Loans, Asset Based Lending, Loans, Real Estate Financing, Lines Of Credit, Loan Servicing, Commercial Lending, Credit Analysis, SBA 504, Credit Risk, Refinance, Real Estate, Business Relationship..., Policy, Loan Origination, Banking, Funding
Education
University of Utah - David Eccles School of Business 2005 — 2007
B.S, Business Admin-Finance & Management
Salt Lake Community College 2003 — 2005
Associates, Business Administration
Murray High School
Bank of America December 2014 - Present
Evolve Bank and Trust August 2011 - December 2014
ClearPoint Funding, INC November 2009 - July 2011
Virgin Money September 2008 - November 2009
HSBC March 2007 - September 2008
New Century Mortgage May 2005 - January 2007
United States Marine Corps January 1995 - January 1999
Skills
Mortgage, Loans, FHA, Mortgage Lending, Refinance, USDA, Credit, Purchase, Residential, Banking, Mortgage Banking, VA loans, Loan Origination, Residential Mortgages, Certified Mortgage..., FHA Financing
Education
University of Massachusetts Boston 2000 — 2004
University of Massachusetts Boston 1999 — 2003
Evolve Bank and Trust December 2013 - Present
BankUnited December 2012 - December 2013
SunTrust Bank August 2010 - December 2012
Wells Fargo April 2009 - July 2010
Community South Bank June 2004 - December 2008
Banco Popular June 1997 - June 2004
Skills
Commercial Lending, Small Business Lending, SBA, Loans, Commercial Banking, SBA 504, Credit Analysis, Credit, Banking, Commercial Mortgages, Underwriting, Mortgage Lending, Portfolio Management, Financial Analysis
Education
University of Central Florida - College of Business Administration 2003 — 2006
MBA, Finance
University of Central Florida - College of Business Administration 1998 — 2002
BSBA, Accounting
Evolve Bank and Trust June 2015 - Present
Success Mortgage Part January 2014 - June 2015
Hometown Lenders 2012 - January 2013
Ameripro Funding 2011 - 2012
Benchmark Mortgage 2010 - 2011
Endeavor Capital Mortgage 2006 - 2009
MCAfee Mortgage 2003 - 2005
MCAfee Mortgage 2003 - 2005
Intermedia Communications 1998 - 2000
MSC/Rigaku 1994 - 1996
Skills
Sales, Social Media, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, Graphic Design
Education
DeVry University-Illinois 1986 — 1989
Bachelor of Science (BS), Electronics Engineering Technology
Ashland High School 1983 — 1986
General
St. Jude Children's Research Hospital/ALSAC March 2015 - Present
Evolve Bank and Trust October 2013 - February 2015
Memphis SharePoint Users Group 2010 - September 2014
Morgan Keegan/Raymond James Financial 2004 - October 2013
NYK Logistics 2000 - 2004
Hilton Hotels 1997 - 2000
First Tennessee Bank 1994 - 1997
Skills
Disaster Recovery, Active Directory, Business Analysis, SharePoint, VMware ESX, Process Improvement, Windows Server, DHCP, MCITP - SharePoint 2010..., MCITP - 2010 SharePoint..., VMware, Microsoft SQL Server, Troubleshooting, Security, Servers, Databases, Microsoft Office..., Powershell, Operating Systems, IIS, Hyper-V, DNS, Microsoft Exchange, Windows 7, Hardware
Education
The University of Memphis 1988 — 1993
BBA, Management Information Systems
Evolve Bank and Trust December 2011 - Present
Wintrust Mortgage Corporation December 2007 - November 2011
Countrywide Home Loans September 2006 - December 2007
Washington Mutual Home Loans May 2003 - September 2006
Skills
Public Relations, Mortgage Lending, Mortgage, Loans, Mortgage Banking, FHA, Credit, VA, Refinance, Loan Origination, Residential Mortgages, Purchase, Banking, First Time Home Buyers, Conventional, USDA, Credit Analysis, Mortgage Industry, FHA financing, Underwriting
Education
Metropolitan State College of Denver 1997 — 2001
Psychology
Evolve Bank and Trust March 2014 - June 2015
Suncoast LED Displays April 2011 - March 2014
Suncoast Circuit Technologies June 2008 - March 2014
JPMorgan Chase June 2007 - June 2008
Lamps Forever dba. Aaron Rents November 2003 - May 2007
Bank of America June 2001 - October 2003
Skills
Customer Service, Management, Product Development, Microsoft Office, Sales Management, Retail, New Business Development, Microsoft Word, Budgets, Microsoft Excel, PowerPoint, English, Windows, Research, Budget, Client Relations, Client Expectations..., Strategic Sales Plans, International Relations
Education
Universita' per Stanieri di Perugia 1998 — 1998
International Studies, International Relations and Affairs
University of South Florida 1996 — 1998
Bachelor of Arts (B.A.), Marketing
Evolve Bank and Trust March 2014 - Present
Coldwell Banker Home Loans March 2013 - March 2014
Telhio Credit Union February 2010 - April 2013
RL Stevens & Associates, Inc. March 2009 - February 2010
Highland Banc Inc April 2007 - March 2009
Freedom Mortgage Solutions LLC January 2005 - April 2007
Skills
Loans, Mortgage, Credit, Customer Relations, Coaching, Customer Service, Mentoring, Budgeting, Compliance, Risk Management, Negotiation, Forecasting, Executive Management, Home, Microsoft Office, Mortgage Lending, Banking, Public Speaking, Underwriting, Sales Management, Employee Relations, Risk Assessment, FHA, Conventional, Retail, Supervisory Skills, Loan Origination, VA, Inventory Management, Mortgage Banking, Account Management, Purchasing, Interviewing, Refinance, New Business Development, Program Management, Mortgage Industry, Credit Risk
Education
The Ohio State University 1991 — 1996
Westland
Evolve Bank and Trust March 2015 - Present
Dr.Michael Jarvis D.O. P.C. December 2010 - Present
Dr. Michael Jarvis D.O. P.C. October 2006 - December 2010
Apex Financial / First National March 2004 - February 2008
Skills
Invoicing, Accounts Receivable, Customer Service, Sales Management, Leadership, HIPAA, Office Management, Data Entry, Credentialing, Payroll, Medical Billing, Healthcare, Medical Terminology, Practice Management, Microsoft Office, Microsoft Excel, Administrative..., Telephone Skills, Microsoft Word, Outlook, EMR, Mortgage Lending, Lead Generation, Small Business, Sales, Motivational Speaking, FHA Financing, USDA Rural Housing, VA Loans, Administrative...
Education
Henry Ford Community College
VanDyk Mortgage August 2013 - Present
EVOLVE BANK& TRUST March 2010 - August 2013
Evolve bank and trust March 2010 - August 2013
Bank of America June 2008 - March 2010
Skills
FHA, Refinance, Mortgage Lending, Loans, USDA, VA loans, First Time Home Buyers, Loan Origination, Residential Homes, Mortgage Underwriting, Reverse Mortgages, Mortgage Banking, Real Estate, Non-Conforming, Credit, Certified Mortgage..., FHA financing, Residential Mortgages
Education
Cornerstone University 1998 — 2000
BA, Business
Evolve Bank and Trust September 2012 - Present
Independent Contractor May 2004 - Present
Upsearch February 2011 - July 2011
ACS at Roadway Express January 2000 - July 2003
ACS 2000 - 2003
Skills
E-Learning, Software Documentation, Access, Coaching, Instructional Design, Technical Writing, Adult Education, Leadership Development, Strategic Planning, Public Speaking, Editing, Training, Teaching, Microsoft Office, Content Development, Customer Service, Curriculum Development, Curriculum Design, PowerPoint, Research
Education
John Carroll University 1994 — 1996
B.B.A, Communications
Xavier University 1992 — 1993
Evolve Bank and Trust July 2011 - Present
American Income Life 2009 - July 2011
Apex Mortage Services 2003 - 2009
Skills
Investments, Underwriting, Mortgage Banking, FHA, Mortgage Lending, Residential Mortgages, Loans, Refinance, VA loans, Credit, Banking, Loan Origination, Credit Analysis, Finance, USDA
Education
Marshall University 2000 — 2003
BA, Economics and Marketing
Chartiers Houston High School
Diploma
Hurricane High School
American Southwest Mortgage Corp October 2014 - Present
Evolve Bank and Trust January 2010 - October 2014
Earth Mortgage June 2008 - January 2010
123 Home Loans June 2006 - June 2008
Ameriquest Mortgage October 2002 - May 2006
Skills
First Time Home Buyers, Investors, Investment Properties, Refinance, Real Estate, Loans, Mortgage Lending, Mortgage Banking, Sellers, Foreclosures, Finance, Short Sales, Loan Origination, FHA
Education
University of Texas Pan American 1996 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Eastern Oklahoma State College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Business Administration
First United Mortgage Group August 2014 - Present
Evolve Bank and Trust January 2010 - August 2014
Earth Mortgage September 2008 - December 2009
Mortgage and Realty Professionals August 2004 - August 2008
Skills
VA loans, USDA, Refinance, REO, Mortgage Lending, Mortgage Banking, FHA financing, Loan Origination, FHA, Government Loans, Residential Mortgages, Reverse Mortgages, Loans, VA Loans, FHA Financing, Real Estate, Mortgage Marketing
Education
Specs Howard School of Media Arts 1991 — 1992
Associate's Degree, Communication and Media Studies
Central Michigan University 1989 — 1991
Communication and Media Studies
Evolve Bank and Trust
Skills
Retirement, Private Equity, 401k, Retirement Planning, Investments, Mergers & Acquisitions, Financial Modeling, ERISA, ESOP, Strategic Financial..., Due Diligence, Wealth Management, Fairness Opinions, Financial Analysis, Portfolio Management, Banking
Education
The University of Memphis—Cecil C. Humphreys School of Law 1995 — 1998
Juris Doctor
Davidson College 1991 — 1995
B.A., Economics
Guild Mortgage Company August 2014 - Present
Evolve Bank and Trust July 2013 - July 2014
Insphere Insurance Solutions September 2009 - July 2014
First Choice Mortgage Services October 2000 - March 2010
Skills
Term Life Insurance, Universal Life, Disability Insurance, Health Insurance, Life Insurance, Long-term Care, Fixed Annuities, Long Term Care Insurance, Insurance, Accident, Vision Insurance, Critical Illness, Health Savings Accounts, Accident Insurance, Individual Health..., Whole Life, Employee Benefits, First Time Home Buyers, Investment Properties, Customer Service, Sales, Sales Management
Education
Mississippi State University 1990 — 1994
Bachelor of Arts (B.A.), Sociology/Corrections
Northeast Mississippi Community College 1988 — 1990
Bachelor of Science, Sociology/Corrections
Evolve Bank and Trust April 2013 - Present
Duncan-Williams, Inc. June 2010 - April 2013
Duncan-Williams, Inc. May 2010 - December 2010
University of Mississippi May 2008 - August 2008
Home Mortgage Solutions May 2007 - August 2007
Hollister Co. May 2006 - July 2006
Skills
Fixed Income, Investment Banking, Equities, Trading, Investments, Municipal Bond..., Fixed Income Analysis, Bloomberg Terminal
Education
University of Mississippi 2006 — 2010
Bachelor of Science, Managerial Finance
University of Mississippi - School of Business Administration 2006 — 2010
Bachelors, Managerial Finance
Evolve Bank and Trust 2011 - Present
First Mortgage Strategies Group, Inc. May 1984 - January 2011
International Shipholding August 1979 - February 1984
Peat Marwick July 1976 - July 1979
Skills
Process Improvement, Accounting, Budgets, Account Management, Banking, Business Strategy, Leadership, Team Building, Strategic Planning, Management, Financial Analysis, Operations Management, Financial Reporting, Forecasting, Internal Controls, Risk Management
Education
University of Mississippi 1972 — 1976
BBA, Accounting
University of Mississippi - School of Business Administration 1972 — 1976
BBA, Accounting
Magna Bank September 2010 - April 2011
AUTOZONE CORPORATION May 2004 - December 2010
Evolve Bank and Trust April 2010 - September 2010
National City Mortgage October 2002 - March 2008
UNION PLANTERS MORTGAGE January 2000 - January 2002
BANK OF AMERICA MORTGAGE January 1997 - January 1999
UNION PLANTERS MORTGAGE January 1992 - January 1997
Education
Union University 1989 — 1991
Management Marketing
Evolve Bank and Trust June 2014 - Present
Evolve Bank and Trust December 2010 - Present
Mortgage Partners Inc April 2003 - December 2010
Mortgage Partners Inc December 2002 - April 2003
Mortgage Partners Inc April 2000 - December 2002
First Eastern Mortgage December 1995 - April 2000
Education
Castle College
Human Services, General
Southern New Hampshire University
Business Administration and Management, General
Evolve Bank and Trust June 2011 - Present
Zeshu Financial June 2004 - July 2006
Education
Missouri State University
Evolve Bank and Trust January 2012 - Present
Home Loan Investment Bank 2010 - 2012
US Bank 2008 - 2009
Vineyard Bank 2006 - 2008
Skills
Small Business Lending, Underwriting, Commercial Lending, Banking, Commercial Mortgages, Loans, Credit Analysis, Credit, Loan Origination, Credit Risk, USDA, Real Estate, Loan Servicing, Refinance, Mortgage Banking, SBA, Business Ethics, Conflict Resolution, Creative Problem Solving, Ethical Leadership, Problem Management
Education
University of Maine at Machias
Bachelor’s Degree, Business and Entrepreneurial Studies, Magna Cum Laude
Capital Spring SBLC June 2014 - Present
Evolve Bank and Trust September 2013 - May 2014
University Federal Credit Union July 2011 - August 2013
Independent November 2008 - June 2011
The Ruiz Companies September 1997 - November 2008
Skills
Loans, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Banking, Lines Of Credit, Loan Origination, Credit Unions, Deposits, Refinance, Relationship Management, Portfolio Management, Finance, Cash Flow, Commercial Mortgages, Construction Loans, Investment Properties, Small Business, Real Estate, Sales, SBA, Budgets, Credit Risk, Credit Analysis
Education
St. Edward's University
Wells Fargo Home Mortgage July 2015 - Present
Evolve Bank and Trust August 2013 - April 2014
Union Savings Bank - CT December 2002 - August 2013
BNY Mortgage Co 1996 - 1999
Skills
Reverse Mortgages, Loans, Mortgage Lending, Customer Service, Residential Mortgages, Refinance, Banking, Credit, FHA, Mortgage Banking, Real Estate, Credit Analysis, First Time Home Buyers, Loan Origination, Investment Properties
Education
Cardinal Gibbons High School
The College of New Rochelle
Evolve Bank and Trust December 2011 - September 2014
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Mortgage Banking, Loan Origination, Consumer Lending, Construction Loans, SBA, Commercial Banking
Education
Lambuth University 1964 — 1968
Bachelor of Science (B.S.), Business Administration and Management, General
Evolve Bank and Trust 2011 - 2013
Skills
Microsoft Excel, Microsoft Office, Loans, Mortgage Banking, Loan Origination, English, Mortgage Lending, Refinance, Microsoft Word, FHA, Windows, Research, Outlook
Education
The Ohio State University
Evolve Bank and Trust October 2014 - Present
Great Western Bank January 2005 - October 2014
Vectra Bank Colorado October 2003 - December 2004
Flatirons Bank April 2002 - October 2003
Skills
Banking, Credit, Loans, Credit Analysis, Financial Analysis, Commercial Lending, Portfolio Management, Commercial Banking, Retail Banking, Risk Management, Underwriting, Consumer Lending, Finance, Credit Risk, Small Business Lending, Loan Origination, Small Business...
Education
University of Nebraska at Kearney 1978 — 1981
DId not graduate, Medical Technology
Evolve Bank and Trust November 2013 - Present
Evolve Bank and Trust October 2013 - Present
Skills
Banking, Credit, Finance, Sales, Mortgage Lending, Financial Analysis, Loans, Investments, Risk Management, Portfolio Management
Education
Pace University-New York 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Consultant July 2015 - Present
Evolve Bank and Trust February 2006 - July 2015
Skills
Accounting, Banking, Regulatory Reporting, Financial Analysis, Financial Reporting, Budgeting, Account Reconciliation, AP Management, Merchant Services
Education
The University of Memphis
Bachelor's degree, Accounting