Excelsior Management Group
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Excelsior Management Group Employees
Wells Fargo Home Mortgage January 2012 - August 2013
Beldon Enterprises June 2010 - January 2012
Results Only Events January 2010 - 2012
Alliance Capital Group, LLC. 2009 - 2011
Excelsior Management Group August 2004 - May 2008
Synnex April 2002 - July 2005
Equus Computer Systems 2001 - 2003
Skills
Mortgage, FHA, Loans, VA, Conventional, USDA Rural Housing, First Time Home Buyers, Harp, Refinancings, Renovation, Construction, Relocation Buyers, Mortgage Lending, Refinance, Residential Homes, Selling, Sales, USDA, Real Estate Economics, Real Estate Transactions, Condos
Education
The University of Montana - School of Business Administration 1994 — 1998
Bachelor of Science, Business Admin and Financial Mgmt
Lakeridge 1990 — 1994
LoanStar Home Lending March 2013 - Present
Wells Fargo Home Mortgage September 2010 - September 2012
Excelsior Management Group January 2008 - February 2011
Lime Financial May 2002 - December 2007
CIT August 1997 - May 2002
CIT June 1994 - August 1997
US Bank May 1994 - June 1994
Education
University of Oregon 1986 — 1989
BS, Economics
Wells Fargo August 2013 - Present
JPMorgan Chase December 2005 - October 2012
Excelsior Management Group October 2003 - June 2005
Excelsior Management Group June 2003 - June 2005
Equity Home Mortgage October 2002 - October 2003
First Pacific Mortgage July 2002 - October 2002
Sterling Equity December 2001 - July 2002
Trainers Club June 2000 - November 2001
Iowa Department of Natural Resources October 1989 - June 2000
Skills
Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Loan Origination, Consumer Lending, Loss Mitigation, Refinance, Mortgage Servicing, Credit Analysis, Series 6, Management, Training, Loan Servicing, Investments, Government Loans
Education
Simpson College 1985 — 1989
BA, German, Environmental Studies, Secondary Education
Harlan Community High School, Harlan, Iowa 1981 — 1985
High School Diploma, College Prep.
ReduceMyInsurance.Net January 2013 - Present
My Team Insurance Services, LLC January 2012 - February 2013
Pinkberry Ventures, Inc July 2010 - January 2012
Pepsi Beverages Company July 2009 - July 2010
U.S. Smokeless Tobacco brands 2003 - 2010
MKTG INC October 2008 - January 2009
Excelsior Management Group 2003 - 2007
Skills
Hiring, Customer Relations, Customer Service, Merchandising, Mentoring, Cold Calling, Sales Management, One-to-one Marketing, Food Service Management, Marketing Management, Product Marketing, Promotions, Commercial Insurance, Insurance Planning, Insurance Law, Health Insurance, Term Life Insurance, Property & Casualty..., Network Administration, Automotive Repair, Automotive Sales, Landscaping, Landscape Design, Training & Development, Staff Management, Staff Training, Team Leadership, Microsoft Office 2007, Office Administration, Lead Generation, Relationship Marketing, Social Media Marketing, Event Management, Social Networking, Workers Compensation, Building Relationships, Insurance, Marketing
Education
Middle Tennessee State University 2002 — 2008
BA, Marketing
Kaplan University
Property & Casualty Insurance, Insurance
Donelson Christian Academy 1999 — 2002
High School, High School/Secondary Diplomas and Certificates
ENG Lending 2012 - Present
Impact Mortgage Group 2011 - 2012
Sunset Mortgage Company August 2010 - July 2011
Wealthbridge Mortgage July 2009 - August 2010
Excelsior Management Group 2008 - 2009
Meritage Mortgage January 2001 - September 2006
Skills
Time Management, Home, Mortgage Lending, Loans, FHA, Mortgage Banking, USDA, Credit, Residential Mortgages
Education
Portland Community College 1993 — 1994
Excelsior Management Group June 2007 - Present
Bankunited 2006 - 2008
BankUnited 2007 - June 2007
Lime Financial Services 2006 - 2007
Meritage Mortgage Corp 2003 - 2007
Education
Clackamas Community College 2001 — 2003
Business Management
Dept of the Treasury October 2010 - Present
Excelsior Management Group March 2008 - December 2008
Lime Financial November 2006 - March 2008
Meritage Mortgage Corp 1994 - 2006
AIG American General 1986 - 1990
Skills
Financial Analysis, Banking, Loans, Credit, Residential Mortgages, Sales Management, Mortgage Banking, Mortgage Underwriting, FHA, Risk Management, Loan Origination, Account Management, Microsoft Excel, Refinance, Mortgage Lending, Business Development, Credit Analysis, Microsoft Office, Underwriting
Education
Oregon State University 1982 — 1986
BS
LoanStar Home Lending November 2013 - Present
Capital Funding Alliance January 2014 - Present
Primary Residential Mortgage February 2013 - November 2013
Excelsior Management Group 2007 - 2008
Lime Financial Services 2004 - 2006
Skills
Loans, Credit, Mortgage Lending, FHA, Real Estate Financing, Refinance, Loan Origination, Mortgage Banking, Residential Mortgages, VA Loans, FHA financing, Sales
Education
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
NWUAV Propulsion Systems July 2013 - Present
Robert Half International January 2013 - June 2013
Kforce September 2012 - January 2013
FMS Solutions June 2011 - June 2012
Puttman & Teague, LLP February 2010 - November 2010
Excelsior Management Group June 2007 - February 2010
Moss Adams LLP January 2005 - April 2007
Skills
CPA, General Ledger, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, Internal Controls, Accounts Receivable, Accounts Payable, Payroll, Auditing, Standard Costs, Inventory Analysis, Database Management
Education
Portland State University - School of Business 2001 — 2004
Post-Bacc, Accounting
University of Oregon 1991 — 1994
BA, History