Shearson Lehman Mortgage
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Shearson Lehman Mortgage Employees
Wells Fargo Funding 2007 - Present
Wells Fargo Funding 2001 - 2006
Norwest Mortgage 1995 - 2000
Prudential Home Mortgage Company 1991 - 1995
Shearson Lehman Mortgage 1985 - 1991
Skills
Loans, Mortgage Banking, Loan Origination, Sales Management, Sales, Mortgage Lending, Credit, Residential Mortgages, Banking, FHA, Refinance, Credit Analysis, Underwriting, Financial Services, Retail Banking, Capital Markets, Leadership, Business Development, Account Management
Education
University of Idaho 1977 — 1982
Bachelor's degree, BS Finance & BS Management
Arch Mortgage Insurance Company June 2014 - Present
QBE North America June 2013 - June 2014
Loan Value Group LLC March 2012 - March 2013
PMI Mortgage Insurance Co. April 2003 - March 2012
PMI Mortgage Insurance Co. September 2000 - April 2003
PMI Mortgage Insurance Co. August 1996 - September 2000
Indymac Bank April 1994 - July 1996
Shearson Lehman Mortgage November 1989 - April 1994
Glenfed Mortgage Corporation December 1986 - November 1989
Skills
Strategic Account..., Correspondent Lending, Complex Sales, New Business Development, Opening New Accounts, Reviving Dormant..., Account Strategy..., Proposal Development, Negotiating Structured..., Sales Management, Team Leadership, Cross-group..., Consultative Selling, National Account Sales, Strategic Thinking, Correspondent Banking, Negotiation, Account Management, Strategy, Structured Finance, Selling, Product Management, Mortgage Lending, Loans, Mortgage Banking, CRM, Management, Cross-functional Team..., Risk Management, Credit, Executive Management, Portfolio Management, Leadership, Finance, Financial Services, Loan Servicing, Securitization, Business Strategy, Business Development, Capital Markets, Loan Origination, Sales, Relationship Management, Residential Mortgages, MBS, Loss Mitigation, Mortgage Servicing, Underwriting, Insurance, Financial Structuring
Education
Pepperdine University 1983 — 1984
Business Management
University of Cincinnati 1976 — 1978
Music/Voice
Pacific Chorale April 2013 - Present
City of Laguna Beach November 2002 - December 2014
The Laguna Playhouse August 2011 - April 2013
ADworx September 1994 - January 2012
South Coast Medical Center March 2007 - July 2009
Bank of America November 1992 - September 1994
Shearson Lehman Mortgage January 1988 - October 1992
Coldwell Banker - National Corporate March 1983 - March 1987
City of Cleveland March 1981 - March 1983
Skills
Online Advertising, Public Relations, Public Speaking, Direct Response, E-mail Management, Technical Writing, Creative Writing, Blogging, Marketing Strategy, Marketing Communications, Strategic Communications, Direct Marketing, Marketing Research, Marketing Management, Fundraising, Fund Development, Email Marketing, Social Media Marketing, Strategy, Press Releases, New Business Development, Event Management, Media Relations, Customer Service, Corporate Communications, Leadership, Nonprofits, Newsletters, Strategic Planning, SEO, Start-ups
Education
Baldwin Wallace University 1980 — 1983
B.A., Business Administration, Marketing & British Literature
Equity Mortgage Bankers November 2009 - October 2010
Countrywide Home Loans 2002 - 2008
Great Lakes Mortgage Corp. 1989 - 2001
Equity Mortgage 1987 - 1988
Shearson Lehman Mortgage 1986 - 1987
Suburban Funding 1983 - 1986
Skills
Mortgage Lending, Loans, Mortgage Banking, Time Management, FHA, Credit, Sales Management, Construction Loans, VA loans, USDA, CRM, Loan Origination, Portfolio Management, Consumer Lending, Investment Properties, Refinance, Recruiting, Leadership, Real Estate, Sales, Residential Mortgages, VA Loans
Education
Miami Dade College
Business
San Diego State University May 2014 - Present
American Anthropological Association November 2013 - Present
San Diego State University August 2012 - Present
San Diego State University August 2012 - Present
San Diego State University August 2009 - Present
San Diego State University August 2005 - May 2014
American Anthropological Association 2008 - 2011
Shearson Lehman Mortgage 1980 - 1989
Skills
Anthropology, Qualitative Research, Ethnography, Cultural Anthropology, Research Design, Social Sciences, Theory, University Teaching, Focus Groups, Literature Reviews, Field Work, Quantitative Research, Survey Design, Higher Education, Intercultural..., History, Program Evaluation, Data Collection, Research, Lecturing, Public Health, Latin American Studies, Teaching, Program Development, Cultural Resource..., Grant Writing, Academic Writing
Education
University of California, Riverside 1993 — 1997
PhD, Anthropology
San Diego State University-California State University 1991 — 1993
BA, Anthropology
FEM Law Group June 2007 - Present
Consumer Attorneys of California November 2013 - Present
Student Education Loan Marketing Corp. (SELMAC) 1994 - 1995
Shearson Lehman Mortgage 1989 - 1992
Skills
Class Actions, Wrongful Death, Torts, Product Liability, Personal Injury, Civil Litigation, Trial Practice, Appellate Practice, Trust Litigation, Mediation, Trials, Litigation, Medical Malpractice, Appeals, Consumer Law, Public Liability, Business Litigation, Legal Writing, Intellectual Property, Personal Injury..., Courts, Commercial Litigation, Alternative Dispute..., Trusts, Arbitration, Elder Care
Education
University of Southern California
University of Southern California - Marshall School of Business
Bachelor of Science, Business Administration
Nor'Star Targeted Nutrition October 2009 - Present
Nor'Star Diversified September 2006 - December 2009
Wells Fargo November 2001 - August 2006
CSA Professional Services May 2000 - November 2001
First Bank, GE Capital/Shearson Lehman February 1981 - May 2000
Shearson Lehman Mortgage 1982 - 1994
Skills
Customer Service, Team Building, Coaching, Lead Generation, Sales, Sales Management, New Business Development, Business Development, Small Business, Marketing, Account Management, Social Networking, Training, Leadership, Cold Calling, Selling, Strategic Planning, Management, Business Planning, Marketing Strategy, Human Resources, Start-ups, Program Management, Finance, Entrepreneurship, Direct Marketing, Customer Retention, Online Marketing, Direct Sales, Strategy, Social Media Marketing, Mortgage Lending, Public Speaking, Strategic Partnerships, Leadership Development, Email Marketing, Social Media, Online Advertising, Fundraising
Education
Pepperdine University 1988 — 1990
MBA, Strategic Planning
San Diego State University-California State University 1977 — 1981
BS, Finance and Real Estate
Kinecta Federal Credit Union June 2010 - January 2011
Self - Employed January 2008 - June 2010
ResMAE February 2003 - January 2008
Long Beach Mortgage 1995 - 2000
GE Capital Mortgage 1993 - 1995
Western Financial 1993 - 1995
Shearson Lehman Mortgage 1990 - 1995
Barclays American Mortgage 1993 - 1993
Skills
Mortgage Lending, SDLC, Disaster Recovery, Mortgage Banking
Education
University of California, Irvine 1984 — 1990
Bachelor of Science
Make A Wish Foundation of San Diego 2008 - Present
Wells Fargo Bank September 2000 - Present
GE Capital Mortgage Services, Inc. August 1993 - August 2000
Shearson Lehman Mortgage April 1982 - July 1993
Armstrong Nurseries January 1981 - March 1982
California State University, Fullerton February 1980 - December 1980
Basic Four Corp April 1979 - January 1980
Skills
Banking
Education
California State University-San Bernardino 1981 — 1982
Business
California State University-Fullerton 1980 — 1981
Computer Science
Coleman College 1978 — 1979
B.S., Computer Science
San Diego State University-California State University 1977 — 1978
Computer Science/Math
San Bernardino Valley College 1975 — 1977
A.A.
Homes.com January 2011 - Present
Affordable Home Mortgage 2004 - 2010
Affordable Mortgage of Va. 2005 - 2009
Directors Mortgage February 1991 - December 1994
Shearson Lehman Mortgage 1976 - 1991
Skills
FHA, Mortgage Lending, Loans, Refinance, Mortgage Banking, Residential Mortgages, Loan Origination, First Time Home Buyers, Investment Properties, Real Estate, Foreclosures, Residential Homes, Referrals, Contract Negotiation, Sales/Sales Management, Small Business, Marketing, Sales, Mortgage Marketing, USDA, Real Estate Financing, Investors, VA loans, Reverse Mortgages, FHA financing, Certified Mortgage..., Government Loans, Construction Loans, Real Estate Economics, Underwriting, Mortgage Underwriting, Commercial Lending, Rates, Loan Servicing, Commercial Mortgages, Home Equity Loans, Credit Analysis, Financial Structuring, Funding, Loss Mitigation, Consumer Lending, Mortgage Servicing, Wholesale Lending, VA Loans, FHA Financing
Education
Old Dominion University 1968 — 1972
Financial Management
TaxAudit.com July 2012 - Present
Your Money Matters Inc December 2008 - April 2012
Jackson Hewitt January 2008 - April 2008
Icon Residential Capital 2007 - 2007
WestWorks Mortgage 1997 - 2006
WFS Financial 1997 - 1999
Western Financial Bank 1995 - 1999
Shearson Lehman Mortgage July 1985 - January 1994
Education
Coastline College 2008 — 2011
Associate of Arts, Law - Paralegal Studies
Saddleback College 2007 — 2009
Business Management
Strategic Tax Alliance 2007 - Present
Westworks Mortgage 1999 - 2006
Western Financial Bank 1995 - 1999
The Hammond Company, The Mortgage Bankers 1993 - 1995
Shearson Lehman Mortgage 1984 - 1993
Skills
Management Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Irvine
B.A., Economics
FDIC February 2009 - April 2014
Frontline Insurance & Real Estate 2006 - January 2009
Bear Stearns (Encore Credit) 2007 - 2007
Option One Mortgage 2000 - June 2006
Master Financial 1996 - 2000
American Home Loans 1994 - 1996
Bank America (Venture Capital) 1989 - 1994
Shearson Lehman Mortgage 1982 - 1988
Skills
Credit, Loans, Finance, Mortgage Lending, Portfolio Management, Underwriting, Investments, Capital Markets, Selling, Consumer Lending, Building Strong..., Analysis, Customer Service, Mortgage Underwriting, Real Estate, Real Estate Financing, Auditing, Accounting, Financial Risk, Risk Management, Refinance, Credit Analysis, Banking, Loan Origination, Residential Mortgages, Leadership, Financial Analysis, Asset Management, Funding, Loan Servicing, Small Business Lending, Management, Commercial Lending, Building Strong..., Commercial Banking, Mortgage Banking, Sales, Budgets, Credit Risk, Insurance, Strategic Planning, Financial Institutions, Loss Mitigation
Education
California State University-Fullerton
B.A., Business, Finance
Shearson Lehman Mortgage 1987 - 1993
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Investments, Banking, Risk Management, Loans, Financial Analysis, Loan Origination, Strategic Planning, Leadership, Team Building, Credit, Sales Management
Education
Michigan State University - The Eli Broad College of Business 1973 — 1975
Experian December 2010 - Present
Vaco Staffing Solutions December 2010 - June 2012
IndyMac Federal Bank November 2008 - December 2010
Gateway, Inc January 2006 - September 2008
Leiner Health Products July 2000 - January 2006
Ingram Micro January 1998 - August 1999
AMRESCO Residential Mortgage Services February 1995 - December 1997
Shearson Lehman Mortgage April 1987 - January 1995
Skills
Forecasting, Accounting, Excel, Financial Modeling, Capital Budgeting, Expense Budgeting, Budget Preparation, Budget Allocation, Budget Tracking
Education
Pepperdine University 1995 — 1998
MBA
CSU Fullerton
Bachelor of Arts (BA), International Business
Kimco Staffing Services September 2011 - Present
Kimco Staffing April 1994 - Present
Kimco Technology Group 1994 - September 2011
Parker Aerospace 2006 - August 2011
Panasonic Avionics Corporation 2001 - 2006
Shearson Lehman Mortgage 1988 - 1993
Education
California State University-Fullerton
Dell Software - Formally Quest Software 2012 - Present
PNC May 2011 - October 2012
Aforma Financial March 1998 - March 2011
Shearson Lehman Mortgage 1991 - 1993
Skills
Enterprise Software, Microsoft SQL Server, Databases, Oracle, Cloud Computing, Solution Selling
Education
University of California, Irvine 1984 — 1987
Bachelors, Biology
Coldwell Banker 2005 - Present
Keller Williams Realty 2001 - 2005
Coldwell Banker 1994 - 2001
Sun Harbor Realty 1989 - 1994
Shearson Lehman Mortgage 1983 - 1989
Professional Realty 1980 - 1983
Fahrni Realty 1979 - 1980
Skills
San Diego Association..., Real Estate Associates..., Graduate Realtor’s..., Real Estate, Sellers, Residential Homes, Listings, Buyers, Mortgage Lending, Negotiation, Loans, Marketing, Sales, Refinance, Loan Origination, Home..., Real Estate Staging, Mortgage Banking, Short Sales, Single Family Homes, First Time Home Buyers, Selling, Buyer Representation, Investment Properties
Education
University of Maryland 1975 — 1977
Business Administration and Management, General
Southwestern College 1967 — 1969
Business Administration and Management, General
University of California, San Diego
Marketing
Serra Catholic School November 1999 - Present
Prudential Mortgage 1992 - 1995
Shearson Lehman Mortgage 1986 - 1992
Education
Saddleback College 1995 — 1996
Certificate, Desktop Publishing
Brooks College
AA, Fashion Design
Bob Ferguson - Independent April 2011 - Present
State Street Investment Manager Solutions 1994 - March 2011
PIMCO 1994 - 2000
Shearson Lehman Mortgage 1989 - 1993
Skills
Microsoft Excel, Business Analysis, Process Improvement, Client Relations Skills, Presentation Development, Financial Accounting, Green Belt, Executive Reporting
Education
California State University-Fullerton 1983 — 1988
BA, Communication