The Legacy Group
Industry: Company
DescriptionFounded: 2007 Parent organization: W.J. Bradley Mortgage Capital, LLC Subsidiary: Legacy Group Capital LLC
The Legacy Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Legacy Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Legacy Group Salaries. You can even request information on how much does The Legacy Group pay if you want to. Learn about salaries, pros and cons of working for The Legacy Group 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!
100 The Legacy Group employees in database. Find out everything there's to know about The Legacy Group 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.
The Legacy Group Employees
New American Funding August 2014 - Present
Alpine Mortgage Planning, A Division of Pinnacle Capital Mortgage April 2012 - August 2014
The Legacy Group January 2009 - April 2012
Touchstone Lending/Orr Group January 2001 - January 2009
RMIC 1995 - 1997
Bank Boston Mortgage 1992 - 1994
MGIC 1987 - 1992
Skills
First Time Home Buyers, VA, USDA, Home Buyer Tax Credt MCC, Energy Efficent..., Refinance, Loans, Sellers, Purchase, VA loans, Short Sales, Home, Relocation, REO, Investment Property..., Down Payment Assistance, Investment Property..., Credit Score Repair, First Time Home Buyer..., Home Loans, Low Interest Rate, FHA financing, Construction Loans, Remodeling loans, Self-Employed Borrowers, Commercial Lending, Refinance Transactions, Home Equity Lines of..., Mortgage Insurance, FHA, Jumbo Loans, Score, Sales, Investments, Credit, Real Estate, Investors, Reverse Mortgages, Certified Mortgage..., Commercial Mortgages, Foreclosures, Finance, Residential Mortgages, Residential Homes, Government Loans, Referrals, HUD, Mortgage Underwriting, Mortgage Marketing, Underwriting
Education
Divorce Lending Association
Certified Divorced Lending Professional, Mortgage Lending, Law, Tax
Arizona State University 1980 — 1983
BA Education, Education
Montana State University-Bozeman 1979 — 1980
General
Carroll College, Helena MT 1977 — 1978
None, General
Concur April 2015 - Present
DocuSign August 2014 - March 2015
Fairway Independent Mortgage Corporation October 2013 - June 2014
Text2View LG Interactive January 2011 - October 2013
The Legacy Group January 2010 - July 2012
The Legacy Group February 2008 - July 2010
Titan Financial Services June 2002 - January 2007
Home Capital Funding February 2002 - August 2004
Bay Mortgage July 1997 - February 2002
World Savings 1994 - 1997
Skills
SaaS, Salesforce.com, Account Management, Sales Management, Mortgage Banking, Sales, Loans, Real Estate Economics, Refinance, Management, Employee Training, Real Estate, Business Development, Residential Mortgages, Selling, Training, Leadership, Finance, Investments, Real Estate Transactions, Investment Properties, B2B, Sales Process, Strategy, Direct Sales, Marketing, Mortgage Lending
Education
University of Washington, Michael G. Foster School of Business
2014, Executive Development Program
Edmonds Community College 1990 — 1992
Business, Economics
John L. Scott R.E. Company September 2013 - Present
The Legacy Group September 2010 - September 2013
Pool Brothers LLC and HearthStone Homes LLC January 1995 - March 2011
Puyallup School District September 1992 - June 1998
Clover Park School District September 1990 - June 1992
Skills
Home, Construction, Analysis, Residential, Mortgage, First Time Home Buyers, Conventional, Investment Properties, Mortgage Lending, Construction Loans, Mortgage Banking, Loans, Purchase, Sellers, Negotiation, Strategic Planning, Budgeting, REO, Residential Homes, Commercial Real Estate, Management
Education
Gonzaga University 1994 — 1995
Master's, Education Administration
Washington State University 1985 — 1989
Bio/Chem, Education
1st Security Bank of Washington April 2014 - Present
Cobalt Mortgage April 2012 - April 2014
The Legacy Group 2010 - 2012
Meadow Mortgage 2007 - 2010
Bellevue Home Mortgage 1998 - 2006
Washington Mutual 1993 - 1998
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, FHA financing, Credit, Construction Loans, Banking, Commercial Mortgages, FHA Financing, Investment Properties, Management, Real Estate, Home Equity Loans
Education
University of Puget Sound 1986 — 1988
Bachelor of Business Administration (BBA)
University of Southern California 1984 — 1986
The Legacy Group March 2013 - Present
Skills
Social Media Marketing, Public Relations, Social Media, Strategic Planning, Marketing Communications, Event Planning, Marketing Strategy, Marketing, Marketing Management, Public Speaking, Sales, Leadership, Social Networking, Team Building, Customer Service, Entrepreneurship, Management, Health Education, Education
Education
SDSU - School of Public Health
Master's degree, Public Health
UCSD
Bachelor of Science (BS), Biology, General
Cobalt Mortgage January 2012 - January 2014
The Legacy Group November 2010 - March 2012
Washington Mutual May 1983 - April 2008
Skills
Mortgage Lending, Credit, Mortgage Banking, Refinance, Loan Origination, Banking, Loans, Consumer Lending, Real Estate, Financial Analysis, Residential Mortgages, Investments, Investment Properties, Construction Loans, Certified Mortgage..., First Time Home Buyers, Finance, Management, Sales, Credit Analysis
Education
Seattle Prep
Seattle University
Humanities, Matteo Ricci College
1st Security Bank of Washington April 2014 - Present
Republic Mortgage Home Loans October 2012 - April 2014
The Legacy Group May 2010 - October 2012
Coastal Community Bank August 2001 - April 2010
Washington Mutual 1992 - 1999
Skills
USDA, Mortgage Lending, Construction Loans, VA loans, Loan Origination, Loans, Mortgage Banking, Real Estate, Real Estate Transactions, Refinance, Residential Homes, First Time Home Buyers, Consumer Lending, Mortgage Marketing, Reverse Mortgages, Certified Mortgage..., FHA financing, Investment Properties, Real Estate Financing, Residential Mortgages, Mortgage Underwriting, Home Equity Lines of..., Credit, Home Equity Loans, FHA, Government Loans, Underwriting, Credit Analysis, Real Estate Economics, Commercial Lending, REO, HUD, Loss Mitigation, Debt Consolidation, Mortgage Servicing, Commercial Mortgages, Lines Of Credit, Financial Structuring, Referrals, HomePath, Investors, Short Sales, Condos, Finance, Small Business Lending, FHA Financing, VA Loans
Education
University of Washington 1980 — 1981
Architecture
Edmonds Community College 1978 — 1980
Associate of Arts (AA)
Catch the Beat Productions July 2015 - Present
Providence Health & Services April 2015 - Present
Madison House Retirement & Assisted Living August 2013 - November 2013
North Creek Retirement Community and Assisted Living April 2013 - August 2013
The Legacy Group April 2012 - April 2013
The Legacy Group August 2010 - April 2012
Enrapture Salon and Spa April 2009 - August 2010
Meridian Glen Apartments April 2008 - April 2009
EXPRESS August 2007 - August 2008
Vector Industries November 2005 - August 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Process Improvement, Mortgage Lending, Inventory Management, Teamwork, Outlook, BLS, HIV/AIDS training, Healthcare, Long-term Care, Hospitality Service, Retail, Training, Time Management
Education
Everett Community College 2012 — 2017
ADN, Registered Nursing/Registered Nurse
Everett Community College 2008 — 2009
ATA, Cosmetology/Cosmetologist, General
American Pacific Mortgage NMLS #1850 June 2015 - Present
Evergreen Home Loans NMLS 3182 & 1102863 July 2013 - June 2015
The Legacy Group April 2007 - July 2013
National City Mortgage January 1996 - April 2007
Skills
FHA, Mortgage Lending, FHA financing, USDA, Construction Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, VA loans, First Time Home Buyers, Credit, Government Loans, Certified Mortgage..., Second Mortgages, Jumbo Mortgage, Refinance, Reverse Mortgages, Home Equity Lines of..., Down Payment Assistance, Purchase Financing, USDA Rural Housing, Debt Consolidation
Education
San Diego State University-California State University 1981 — 1984
B.A., Political Science and Business
Society Consulting December 2013 - Present
W.J. Bradley Mortgage Capital, LLC –The Legacy Group April 2013 - October 2013
The Legacy Group November 2012 - April 2013
Bank of America 1997 - 1999
Bank of America 1991 - 1997
Skills
Financial Services, Loans, Credit, Selling, Investments, Credit Cards, Customer Service, Mortgage Lending, Mutual Funds, Management, Sales
Education
Rockhurst University Online
San Diego State University-California State University 1987 — 1991
Bachelor of Arts in Social Science
Vantiv August 2014 - Present
Bank of America 2009 - 2014
The Legacy Group January 2007 - October 2009
U.S. Bank January 1998 - February 2005
Skills
Loans, Financial Services, Banking, Relationship Management, Management, Leadership, Credit, Sales, Sales Management, Retail Banking, Customer Service, Team Building, Marketing, Marketing Strategy, Strategic Planning, Budgets, Mortgage Lending
Education
Central Washington University
Bachelor of Science (BS), Business Administration and Management, General
Evergreen Home Loans September 2013 - Present
The Legacy Group May 2009 - August 2013
Westminster Chapel December 2006 - September 2009
Washington Mutual May 2003 - August 2004
Infinity Financial Network June 2000 - August 2003
mortgage capital resource 1997 - 2000
mego mortgage 1997 - 1998
Skills
Loans, Mortgage Banking, Investors, Portfolio Management, FHA, Finance, Financial Risk, Credit, Underwriting, First Time Home Buyers, Construction Loans, Analysis, Refinance, Mortgage Lending, Real Estate, USDA, Credit Analysis, Loan Origination, Residential Mortgages
Education
Auburn University at Montgomery 1991 — 1997
BS, Finance
Wetumpka High School 1988 — 1991
Amazon May 2015 - Present
Roadside Multimedia August 2013 - May 2015
Vinforia 2014 - 2015
The Legacy Group October 2012 - September 2013
The Legacy Group February 2012 - November 2012
Bishops & Barons NYC March 2012 - October 2012
New York Girl Style February 2012 - October 2012
IMG February 2012 - February 2012
Olive You Kirkland 2011 - 2012
Skills
Social Media, Blogging, Photography, Microsoft Office, Editing, Photoshop, Writing, Copywriting, Wordpress, Adobe Creative Suite, Photo Editing, Illustrator, InDesign, Image Editing, Quickbooks, Marketing, Project Management, Advertising, Marketing Communications, Social Media Marketing, SEO, Email Marketing
Education
Providence College 2007 — 2011
Bachelor of Arts (B.A.), Photography
Eastside Catholic High School 2003 — 2007
Diploma
Keller Williams July 2014 - Present
Evergreen Home Loans December 2013 - July 2014
Summit Funding Inc. July 2013 - December 2013
nChannel Incorporated January 2013 - June 2013
The Legacy Group July 2012 - February 2013
Battelle Memorial Institute November 2007 - April 2012
Department of Navy, United States Marine Corps March 2004 - November 2007
Skills
Analysis, Enterprise Software, Security Clearance, Management, Environmental Awareness, Program Management, Software Documentation, Leadership, Databases, Sustainability, Training, Project Management, Government, Negotiation, Quality Assurance, Business Analysis, Customer Service, SharePoint, Strategic Planning, Contract Negotiation, Team Leadership, Environmental Compliance, Research, Risk Management, Process Improvement
Education
Columbia Southern University
Bachelor of Science, Environmental Management
Twentynine Palms High School
Evergreen Home Loans October 2013 - June 2014
W. J. Bradley Mortgage Capital, LLC April 2013 - September 2013
The Legacy Group September 2010 - April 2013
The Legacy Group October 2003 - September 2010
Major Mortgage January 2003 - October 2003
PHD Transitions Inc. August 1997 - January 2003
The Knutzen Group April 1993 - August 1997
Skills
Caylx Point, Delmar..., Microsoft Outlook,..., Sales, Marketing, Accounts Receivable, Time Management, Payroll, Paychex, loan processing, Accounts Payable, Financial Analysis, Finance, Credit, Underwriting, Banking, MIS, Outlook, USDA, FHA, Insurance, Mortgage Banking
Education
Mt. Hood Community College 1975 — 1978
General Studies with focus on Business and Accounting
Grant High School, Portland, Oregon 1972 — 1975
Fairway Independent Mortgage Corporation September 2014 - Present
The Legacy Group April 2010 - October 2013
Bank of America Home Loans November 2005 - April 2010
Countrywide Home Loans November 2006 - April 2009
HSBC 2003 - 2005
Helsell Fetterman LLP 2000 - 2003
Lowenberg, Lopez & Hansen PS June 1997 - May 2000
Skills
FHA, VA, Conventional, USDA, Credit, Loans, Foreclosures, REO, Investors, Mortgage Lending, Refinance, Purchase, Mortgage, First Time Home Buyers, Real Estate, Investment Properties, Banking, Loan Origination, Mortgage Banking, Mortgage Marketing, FHA financing, Debt Consolidation, Underwriting, Residential Mortgages, Reverse Mortgages, Construction Loans, Finance, VA loans, Credit Analysis, Investments, Mortgage Underwriting, Government Loans, Down Payment Assistance, Commercial Lending, Non-Conforming, 203K, Real Estate Economics, Closings, Home Equity Loans, HUD, Certified Mortgage..., Consumer Lending, HomePath, Escrow, Real Estate Financing, USDA Rural Housing, Home Equity Lines of..., Loss Mitigation, Mortgage Servicing, Rates
Education
Central Washington University
Prelaw, Law & Justice
The Legacy Group January 2004 - Present
Skills
Strategic Financial..., Fixed Annuities, Retirement, IRAs, Retirement Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Estate Planning, Securities, Insurance, Wealth Accumulation, 401k Rollovers, Roth IRA, Guaranteed Lifetime..., College Funding..., Series 6, Income for Life, Variable Life, Licensed to Sell..., Tax-advantaged..., Health Insurance, Investments, Financial Planning
Education
Southeast Missouri State University 1991 — 1994
Bachelor of Science (BS), Mathematics
Eureka High 1988 — 1990
Pacsafe June 2014 - Present
The Legacy Group September 2012 - April 2013
ATT October 2010 - September 2012
John Marvich Electric September 2008 - October 2010
Skills
Sales, Bank Reconciliation, Microsoft Excel, Customer Experience, Accounts Payable, Java, General Ledger, QuickBooks, Accounts Receivable, Accounting, .NET, PHP, Microsoft SQL Server, css, html, G/L Reconciliations, DataTrac, Microsoft Dynamics NAV, Intercompany..., Payroll Processing, Customer Service, HTML, CSS, Microsoft Office, Telecommunications, Account Management, Customer Retention, Customer Satisfaction
Education
Seattle Central Community College 2013 — 2014
Programming Certificate, Computer Science
Central Washington University 2005 — 2008
Bachelor of Science (B.S.), Accounting
Highline Community College 2002 — 2005
Associate of Arts (AA), Accounting
First American Title Company Northwest January 2015 - Present
Chicago Title Insurance Company July 2013 - August 2014
Kitsap Bank March 2012 - July 2013
The Legacy Group August 2009 - February 2012
Nordstrom September 2000 - November 2011
Bank of America 2008 - 2009
DHI Mortgage 2007 - 2008
Pierce Commercial Bank 2004 - 2007
Columbia Bank 2001 - 2004
Skills
Business Development, Professional..., Customer Service, Marketing Strategy, Intercultural,..., Effective Time..., Self Motivated and..., Managerial Experience, Sales, Compliance, Real Estate Transactions, Investors, Private banking, Mortgage Banking, Mortgage Servicing, Mortgage Lending, Short Sales, FHA financing, Government Loans, REO, Subordinations, USDA Rural Housing, Cross-functional Team..., Management, Underwriting
Education
The Evergreen State College 1998 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Pacific Lutheran University 1997 — 1998
Tacoma Community College 1995 — 1997
General Studies
Life center
Tacoma Baptist
State of Washington October 2014 - Present
State of Washington April 2012 - Present
State of Washington January 2012 - April 2012
State of Washington August 2010 - January 2012
State of Washington February 2009 - August 2010
The Legacy Group October 2007 - July 2008
Westsound Bank Mortgage Banker September 2005 - October 2007
Countrywide Mortgage Services September 2004 - September 2005
Branch Manager April 2002 - September 2004
Skills
Human Resources, Coaching, Resume Writing, Job Search Strategies, Job Search, Public Speaking, Policy, Program Management, Organizational..., Community Outreach, Workshop Facilitation, Microsoft Excel, Facilitation, Facilitations, Interpersonal..., Job Coaching, Empathy, Facilitators, Positivity, Interpersonal..., Training, Customer Service, Leadership, Interviews, Team Building
Education
Brigham Young University
Bachelor of Arts, English; Communications; Computers and Linguistics
The College of Idaho
Business/English
Treasure Valley Community College
Associate of Arts, Business
The Ryles Legacy Group January 1994 - Present
The Legacy Group January 1994 - Present
Skills
Tax Free Retirement..., College Savings Plans, Process Improvement, Retirement Planning, IRAs, Fixed Annuities, Roth IRA, 401k Rollovers, Retirement, Long-term Care, 401k, Disability Insurance, Wealth Accumulation, Life Insurance, Term Life Insurance, Estate Planning, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Investments, Wealth Management, Financial Planners, Customer Service, Insurance, Sales, Universal Life
Education
Philadelphia University 1981 — 1984
Bachelor of Science, Business Management
Lebanon Valley College 1980 — 1981
Jamee Stanley, Interior Designer January 2000 - Present
The Legacy Group 2006 - 2013
Richmond Interior Designs 2000 - 2007
Skills
Interior Design, Space Planning, Bathroom Remodels, Kitchen remodels, Color selctions, Furniture selections, Window treatments, Lighting, Flooring, Home staging, Finish Selections, Accessorizing, Space-planning, Furniture, Window Treatments, Space planning, Concept Design, Nonprofits
Education
MATC 1997 — 2000
Interior Design, Interior Design
Florida International University 1979 — 1982
BSW, Social Work
Microsoft February 2015 - Present
Whitepages August 2014 - November 2014
The Legacy Group 2012 - 2013
Guidant Financial Group April 2012 - September 2012
Jazyková škola James Cook Languages s.r.o. 2010 - 2011
Citco Fund Services June 2009 - August 2009
Wells Fargo 2007 - 2009
Skills
Banking, Credit, Finance, Salesforce.com, Customer Service, Microsoft Excel, Microsoft Office, Loans, Account Management, Sales, Forecasting, Sales Management, Financial Services, Management, Mortgage Lending, Leadership
Education
Bellevue College Continuing Education
Database Business Intelligence Developer Certificate Program
Bellevue College Continuing Education
Project Management Certificate Program
Seattle University 2006 — 2010
BA, Finance and Economics
Mount Si High School 2002 — 2006
Diploma
Banner Bank February 2014 - Present
Global Credit Union 2013 - 2014
The Legacy Group July 2012 - December 2012
U.S. Bank February 2005 - March 2012
Skills
Banking, Loans, Loan Origination, Customer Service, Refinance, Credit, Consumer Lending, Mortgage Banking, FHA, Mortgage Lending, Small Business Lending, Residential Mortgages, Credit Analysis, VA loans, Commercial Lending, First Time Home Buyers, USDA, FHA financing
Education
Eastern Washington University 1992 — 1995
BA, Secondary Education and Teaching
Hilo High School
Washington State University
Masters in Literacy
Fairway Independent Mortgage Corporation September 2013 - Present
W.J. Bradley Mortgage Capital, LLC April 2013 - September 2013
The Legacy Group January 2005 - April 2013
American Reporting Company October 2002 - December 2004
American Reporting Corporation September 1993 - October 2002
Skills
FHA, Loans, Business Planning, Sellers, Selling, Refinance, Investment Properties, Mortgage Lending, Construction Loans, Mortgage Banking, USDA, Credit, Residential Mortgages, Loan Origination, VA loans, Real Estate
Education
Montana State University-Bozeman 1987 — 1992
B.S., Civil Engineering
CLEAResult July 2015 - Present
Virtual Storage Manager March 2013 - Present
Conservation Services Group November 2014 - July 2015
Synergy Companies June 2006 - November 2014
Photoscene.net 2004 - 2006
AutoChlor 2002 - 2004
The Legacy Group 2000 - 2002
Skills
Program Management, Public Speaking, Leadership, Construction, Air Conditioning, Automotive, Project Management, Microsoft Excel, Microsoft Office, Energy Efficiency, Electricity, Budgets, Renewable Energy, Customer Service, HVAC, Team Leadership, Energy, Contract Negotiation, Management
Education
MiraCosta College
Recording Arts Technology/Technician
Caliber Home Loans November 2014 - Present
Cobalt Mortgage May 2013 - Present
The Legacy Group January 2011 - May 2013
Alpine Mortgage Services February 2009 - January 2011
Homestead Mortgage September 2008 - January 2009
Mortgage Broker Associates June 2005 - August 2008
Ivar's Salmon House February 2001 - June 2005
Skills
FHA, First Time Home Buyers, Fixed Rate Mortgages, ARM, Loans, Mortgage Marketing, Referrals, Management, Investment Properties, Refinance, Mortgage Lending, Credit, Mortgage Banking, Real Estate, Residential Mortgages
Education
University of Washington 2000 — 2003
Bachelor, Physics
Tacoma Community College 1996 — 2000
Eagle Home Mortgage October 2013 - Present
The Legacy Group January 2010 - October 2013
Diamond Mortgage Inc 1999 - February 2010
Education
Central Washington University
Peak Mortgage Partners April 2012 - Present
The Legacy Group January 2007 - April 2012
First Independent Bank March 2003 - December 2006
Bay Mortgage August 2000 - February 2003
Washington Mutual April 1997 - August 2000
Skills
FHA, VA, Conventional, Mortgage, Loans, Purchase, Investment Properties, Residential, USDA, Refinance, Investments, First Time Home Buyers, Mortgage Lending, Underwriting, Construction Loans, Finance, Residential Homes, Real Estate, Portfolio Management, Mortgage Banking, Commercial Real Estate, Loan Origination, Residential Mortgages, VA loans, FHA financing
Education
University of Oregon
Alliant Insurance Services September 2013 - Present
KPMG US October 2012 - September 2013
KPMG January 2012 - March 2012
Sam Houston State University August 2006 - December 2011
The Legacy Group January 2011 - May 2011
Federal Deposit Insurance Corporation June 2010 - December 2010
Skills
Financial Analysis, Accounting, Analysis, PowerPoint, Microsoft Office, Financial Accounting, Customer Service, Microsoft Excel, Microsoft Word, Training, Financial Reporting, Auditing, QuickBooks, Outlook, Finance
Education
Sam Houston State University 2006 — 2011
BBA, Accounting, Finance, and Banking
Northwest Mortgage April 2014 - Present
Lighthouse for the Blind, Inc. March 2011 - Present
Network Funding, LP September 2013 - April 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - September 2013
The Legacy Group September 2012 - April 2013
Seattle Lighthouse for the Blind March 2007 - May 2011
OfficeMax November 1998 - February 2006
Skills
Budgets, Proposal Writing, Fundraising, ERP, Management, New Business Development, Retail, Microsoft Office, Public Speaking, Forecasting, Qualifying Prospects, Cold Calling, Salesforce.com, Business Strategy, Training
Education
Western Washington University 1986 — 2000
BA, Fine Arts/Graphic Design
Green River Community College 1985 — 1986
General Studies
Puyallup High School 1983 — 1985
Fairway Independent Mortgage Corporation October 2013 - Present
The Legacy Group 2006 - October 2013
Liberty Financial Group January 2006 - October 2007
Education
The University of Montana 1983 — 1991
Bachelor's degree, Zoology
Pacific Lending Partners, A Division of Pinnacle Capital Mortgage February 2013 - Present
ISAAC and Associates January 2013 - Present
Hometown Lending October 2011 - July 2012
The Legacy Group October 2009 - October 2011
The Washington Mortgage Group September 2005 - November 2009
First Horizon Home Loans November 2004 - May 2006
Northern Mortgage Inc 2001 - 2005
Skills
Mortgage Lending, Refinance, Loans, FHA, USDA, VA loans, Mortgage Banking, First Time Home Buyers, Credit, Construction Loans, Real Estate, Investment Properties, Residential Mortgages, Loan Origination, Certified Mortgage..., Underwriting, Single Family Homes, Residential Homes, FHA financing, Sellers, Commercial Lending, Finance, Condos, Reverse Mortgages, Government Loans, Foreclosures, Small Business, Investments, Home Equity Loans, Commercial Real Estate
Education
Pacific Lutheran University 1979 — 1985
Bachelor of Music
West Anchorage High School 1975 — 1979
General Diploma
CONMED Corporation August 2015 - Present
CoMedical, Inc. September 2014 - June 2015
Marsh May 2012 - August 2014
The Legacy Group April 2011 - May 2012
Professional Basketball Player August 2007 - July 2010
Skills
Insurance, Account Management, Leadership, Coaching, Sales, Cold Calling, Property & Casualty..., Credit, Marketing, Brokers, CRM, Underwriting, Loans, Time Management, Networking, Sales Management, Strategic Planning
Education
The University of Montana - School of Business Administration 2002 — 2007
Business, Marketing
Guild Mortgage Company November 2013 - Present
Washington State Housing Finance Commission January 2010 - Present
Cobalt Mortgage July 2011 - November 2013
Wells Fargo Home Mortgage July 2010 - July 2011
The Legacy Group September 2002 - July 2010
Sleep Country USA April 1996 - September 2002
Skills
Writing, Teaching, Storytelling, VA, First Time Home Buyers, Mortgage Lending, Mortgage, Loans, Credit, Home, Purchase, Residential, Conventional, FHA, USDA, Refinance, Investment Properties, Mortgage Banking, Negotiation, First Time Buyers, Condos, Mortgage Industry, Money, VA loans, Loan Origination, Public Speaking, Down Payment Assistance, Zero Down Expert, FHA Rehab
Education
Pacific Lutheran University 1990 — 1991
Teaching Certificate, History, Social Studies, Economics, English, Language Arts, Drama
Washington State University - College of Business and Economics 1979 — 1984
BA, Business Admin - Hotel & Restaurant
The Legacy Group July 2014 - Present
COSE January 2006 - December 2013
Medical Mutual of Ohio January 1991 - January 2006
Skills
Health Insurance, Employee Benefits, Consultative Selling, Customer Relations, Customer Service, Selling, Networking, New Business Development, Training, Sales, Customer Satisfaction, Small Business, Access, Advertising, Insurance, Program Management, Leadership, Healthcare, Account Management, Online Marketplace, Strategic Planning, Strategy, Marketing
Education
Cuyahoga Community College
The Legacy Group February 2011 - Present
Right Path Youth Foundation May 2009 - March 2011
Prestige Capital Advisors March 2010 - February 2011
U.S. Financial Alliance, LLC (Consultants) March 2009 - May 2010
NABSP Charlotte 2008 - 2010
Peoples Sports Management, LLC December 2006 - March 2009
Education
North Carolina Agricultural and Technical State University 1998 — 2002
BA Fitness Wellness / Second Business Mgmt., Exercise Physiology - Accounting
Primary Residential Mortgage, Inc. April 2014 - Present
Axia Home Loans July 2012 - April 2014
The Legacy Group November 2011 - July 2012
Taylor Reed Appraisal Company July 1990 - August 2011
Taylor Appraisal Inc. January 1980 - June 1990
Skills
Mortgage Lending, Residential Homes, USDA, Refinance, FHA financing, Mortgage Banking, Residential Mortgages, Loans, Mortgage Marketing, Credit, VA loans, First Time Home Buyers, Move Up Buyers, Condos, Credit Analysis, FHA, FHA Financing, Foreclosures, Government Loans, HUD, Investment Properties, Loan Origination, Real Estate, Single Family Homes
Education
St. Martin's University 1979 — 1982
Bachelor of Arts (BA), Accounting and Business/Management
Boston University 1979 — 1979
Bachelor of Business Administration (BBA), Emphasis in Accounting
Cobalt Mortgage September 2013 - Present
The Legacy Group January 2005 - August 2013
Skills
FHA, USDA, Construction Loans, First Time Home Buyers, Certified Mortgage..., Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate, Mortgage Lending, Mortgage Underwriting, FHA financing, Government Loans, Single Family Homes, Loans, Loan Origination, Banking, Credit Analysis, VA loans, Debt Consolidation, Residential Mortgages, Investors, Investments, Reverse Mortgages, Underwriting, Credit, Sellers, Referrals, Home Equity Lines of..., Real Estate Financing, Commercial Mortgages, Home Equity Loans, Real Estate Economics, Mortgage Marketing, Commercial Lending
Education
Seattle Pacific University
Fairway Independent Morgtgage September 2014 - Present
Cobalt Mortgage May 2013 - September 2014
The Legacy Group October 2007 - May 2013
Education
California State University-Chico 1989 — 1991
Bachelors, Accounting and Finance
Gulf Coast Health Underwriters July 2014 - Present
Essential Benefits Consulting Inc. January 2012 - Present
Gulf Coast Health Underwriters July 2013 - June 2014
Moore Options Inc. May 2010 - December 2011
The Legacy Group January 2004 - May 2010
Skills
Employee Benefits, Health Insurance, Dental, Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Brokers, Long-term Care, Insurance, COBRA, Dentistry, Health Savings Accounts, Retirement Planning, Fixed Annuities, 401k, Medicare, Underwriting, Retirement, Life Insurance, Accident, Leadership, Long Term Care Insurance, Group Insurance, Whole Life, Benefits Administration, Workers Compensation, Universal Life, Health Care Reform, Claim, Property & Casualty..., Critical Illness, Insurance Brokerage, Commercial Insurance
Education
University of Florida 1977 — 1981
Bachelor of Arts Psychology
Wells Fargo Home Mortgage June 2011 - Present
The Legacy Group January 2010 - June 2011
Horizon Mortgage 1999 - 2009
Skills
Construction Loans, Mortgage Lending, Credit, Loans, FHA, VA Loans, Mortgage Banking, Loan Origination, Investment Properties, Underwriting, Real Estate, VA loans, FHA financing, USDA
Education
California State University-Chico
Finance
Premier Properties June 2014 - Present
Premier Properties November 2011 - Present
The Legacy Group January 1999 - November 2011
Various Financial Positions 1978 - 1994
Skills
Real Estate, Residential Homes, New Home Sales, Luxury
Education
The University of Texas at Austin 1973 — 1977
BBA, Accounting & Finance
Antonian High School, San Antonio Tx 1970 — 1973
The Legacy Group February 2011 - Present
Bank of America June 2009 - January 2010
Guarantee Bank November 2007 - June 2009
Centerpiece Funding September 2006 - November 2007
Skills
Marketing, Entrepreneurship, Marketing Strategy, Social Media Marketing, Advertising, Start-ups, Event Planning, Leadership, Mortgage Lending, Email Marketing, Strategic Planning, Online Marketing, Marketing Communications, New Business Development, Customer Service, Online Advertising, Business Development, Sales, Small Business, Product Marketing, Event Management, Team Building, Social Media, Blogging, Training, Coaching, Account Management, Brand Management
Education
University of Southern California 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, Entrepreneur Program
The Legacy Group May 2014 - Present
Combined Insurance January 2012 - 2014
Colonial Life January 2012 - 2013
Verizon 2007 - 2008
Skills
Marketing Strategy, Marketing Communications, Real Food Technology, Mobile Technology, Social Networking, Sales management, Account Management, Corporate Communications, Direct Marketing, Direct Sales, Medical Devices, Telecommunications, Government Contracting, Media Relations, Notary Public, Disability Insurance, Interior Design, Advertising, Advertising Sales, Strategic Planning, Wellness Coaching, Sales Management
Education
Lindenwood University 2012 — 2013
Master of Arts (MA) Communications, Public Relations, Advertising, and Applied Communication
Lindenwood University 2009 — 2011
Bachelor of Arts, Corporate Communications;
Pointmarc, A Merkle Company July 2013 - Present
The Legacy Group September 2012 - July 2013
Sole Proprietor July 2008 - July 2013
The Seattle Times, Northwest Business Monthly, Surfer's Path, Grow Northwest, Bellingham Weekly 2003 - 2013
The Legacy Group June 2012 - September 2012
The Legacy Group June 2011 - June 2012
Bellevue Club and Hotel Bellevue July 2008 - June 2011
Northwest Business Monthly 2005 - 2005
Langley Advance News September 2003 - April 2004
Trinity Western University August 2003 - April 2004
Skills
Marketing, Social Media Marketing, Editing, Copywriting, Editorial, Marketing Communications, Public Relations, Blogging, Project Management, SEO, Management, Storytelling, Photography, Online Marketing, Magazines, Brand Positioning..., User Experience, Copy Editing, Social Media, HTML 5, Web Design, Content Management, CSS, Publications, Email Marketing, Web Content, CSS3, Advertising, Digital Marketing, Online Advertising, Leadership, Marketing Strategy, Journalism, Web Analytics, Creative Direction, Graphic Design, Data Visualization, Adobe Analytics, Tag Management, Landing Page..., Google Analytics
Education
Trinity Western University 2000 — 2004
BA, Communications
School of Visual Concepts 2011 — 2012
Brand Strategy for Design, UX for Mobile Devices, Content Strategy, HTML5/CSS3, Infographic Design
Northwest University-Wellness Center August 2014 - Present
Deru Market May 2013 - June 2015
The Legacy Group March 2012 - April 2013
Great Play of Redmond September 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Sports, Management, Coaching, PowerPoint, Customer Service, Social Networking, Teamwork, Data Entry
Education
Northwest University 2013 — 2015
Master of Arts (M.A.), Counseling Psychology
California Baptist University 2006 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Cornerstone Sports Advisory Group January 2014 - Present
Momentum Advisors January 2012 - December 2013
The Legacy Group January 2006 - December 2011
SEI July 2001 - October 2005
Skills
Investments, Management Consulting, Financial Analysis, Business Strategy, Corporate Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Marketing
Bucknell University 1997 — 2001
Bachelor's degree, Accounting
Catholic Diocese of Wichita February 2015 - Present
Eddie Bauer November 2013 - Present
Kansas Department for Children & Families December 2013 - September 2014
Tiahrt Enterprises, LLC January 2011 - October 2013
The Legacy Group May 2010 - September 2010
Walters Drilling Co., Inc. March 2000 - April 2010
LSI Staffing April 1999 - March 2000
Ovelle Holdings, Inc. dba Boushka Properties September 1998 - April 1999
Thorn Americas, Inc. dba Rent-A-Center January 1995 - September 1998
American Red Cross January 1983 - January 1995
Skills
Microsoft Office, Research, Accounting, Payroll, Account Reconciliation, Accounts Payable, Customer Service, Microsoft Excel, Accounts Receivable, Administrative..., Microsoft Word, Outlook, Data Entry, Management, Recruiting, QuickBooks, Invoicing, Public Speaking, Office Administration, Account Management, Social Media, Budgets, Human Resources, Interviews, Training, Policy, Event Planning, Leadership, Nonprofits, Employee Relations, PowerPoint, Negotiation, Team Building, Government, Fundraising, Analysis, Public Relations, Administrative..., Strategic Planning, Social Networking
Education
Tabor College
BA, Office Management, 3.93
Marion High School, Marion KS
American Nationwide Mortgage Company July 2013 - Present
CMG Financial March 2012 - June 2013
The Legacy Group August 2009 - March 2012
Northern Mortgage Inc November 1997 - August 2009
North American Mortgage Company August 1986 - September 1994
Skills
HARP Refinances, Home Equity Loans, FHA financing, VA loans, HUD Foreclosures, First Time Home Buyers, Investment Property..., Hard Money Loans, Hard Money Lending, Construction Loans, Conventional loans, Reverse Mortgages, Mortgage Lending, Investors, Refinance, FHA, Loans, Mortgage Banking, Underwriting, Banking, Real Estate, Credit, Finance, Single Family Homes, Loan Origination, Investments, Credit Analysis, Residential Mortgages
Education
Whitworth College
Whitworth University
Whitworth University
Physical Therapy
Trinitas Ventures May 2015 - Present
Indiana University Health-Orthopedics of Southern Indiana June 2014 - May 2015
Scotty's Brewhouse, Inc. July 2012 - July 2014
Mobilify Technology December 2013 - April 2014
The Legacy Group August 2008 - August 2012
Skills
Customer Service, Multi Tasking, Market Research, Strategic Planning, Employee Relations, Public Relations, Maintenance Management, Appointment Scheduling, Marketing, Social Networking, Teamwork, Community Outreach, Event Planning, PowerPoint, Public Speaking
Education
Indiana Wesleyan University 2014 — 2016
Master of Business Administration (M.B.A.)
Indiana University-Purdue University at Indianapolis 2012 — 2014
Bachelor's degree, Health Service Management
Ivy Tech Community College-Bloomington 2008 — 2012
General Studies
Peoples Mortgage Company December 2013 - Present
Gencor Mortgage, Inc. September 2012 - December 2013
The Legacy Group March 2012 - August 2012
Nova Home Loans February 2011 - February 2012
New York Life Insurance Company May 2010 - November 2010
M&I Bank April 1997 - June 2009
Star Bank August 1993 - August 1996
Skills
Mikey, Point, Encompass, Construction, Fixed Income Analysis, Banking, Risk Management, Residential Homes, Finance, Referrals, Real Estate, Investors, FHA, Investments, Real Estate Transactions, Mortgage Lending, Condos, Sellers, DataTrac, Underwriting, Refinance, Credit, Sales, Loan Origination, Residential Mortgages
Education
Miami University 1989 — 1993
BA, Political Science
Bishop Watterson 1985 — 1989
General High School
Evergreen Home Loans December 2013 - Present
The Legacy Group October 2007 - December 2013
Westsound Bank January 2004 - October 2007
Bay Mortgage August 2003 - January 2004
Skills
FHA, USDA, Construction Loans, Mortgage, VA, Loans, Conventional, Purchase, Construction, Land, First Time Home Buyers, Mortgage Lending, Refinance, Loan Origination, Mortgage Banking, Investment Properties, Real Estate, Conforming, VA loans, Mortgage Industry, Mortgage Planning, Banking, Finance, Residential Mortgages, FHA financing, Referrals, Condos, Certified Mortgage..., Reverse Mortgages, Home Equity Loans, Foreclosures, Real Estate Transactions, REO, HomePath, Credit Analysis, Investors, Mortgage Marketing, Credit, Government Loans, Mortgage Underwriting, Commercial Mortgages, Commercial Lending, Real Estate Financing, FHA Financing, Consumer Lending, VA Loans
Education
University of Portland 2008 — 2009
Financial Planning
Washington State University 1994 — 1998
BA, Communications (Broadcasting)
Fairway Independent Mortgage Corporation May 2015 - Present
CMG Financial August 2013 - April 2015
The Legacy Group October 2011 - August 2013
Windermere Mortgage Services Series LLC/Tacoma Professional Partners 2009 - October 2011
Keybank December 2008 - December 2009
Wells Fargo Home Mortgage June 2000 - July 2008
Wells Fargo 2000 - 2008
Columbia NW Mortgage 1995 - 2000
Dunhill Mortgage 1992 - 1994
Dunhill Mortgage 1992 - 1994
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Mortgage Banking, Refinance, FHA, VA loans, USDA, Residential Mortgages, Branch Banking, Real Estate Transactions, FHA financing, Construction Loans, Home Equity Loans, First Time Home Buyers, Residential Homes, Credit Analysis, Mortgage Underwriting
Education
Seattle University 2014 — 2014
Master's Degree, Finance, General
University of Washington 1981 — 1988
Bachelor of Arts, Economics
BizX October 2013 - Present
Focus 365 October 2012 - September 2013
The Legacy Group March 2012 - October 2012
The Legacy Group January 2011 - October 2012
The Legacy Group January 2011 - October 2012
Advantage Sales & Marketing January 2010 - February 2011
Tonys Coffees and Teas October 2007 - November 2008
Skills
Sales, Customer Service, Outlook, Marketing, Event Planning, Salesforce.com, Retail, Team Building, Sales Management, Training, Inventory Management, Mortgage Lending, Microsoft Excel, Microsoft Word, Research, Public Speaking, Microsoft Office, FHA, Investment Properties, Residential Homes, Mortgage Banking, Loans, Real Estate, Finance, Public Relations
Education
University of Washington 2001 — 2003
Highline College 2000 — 2001
AA, General
U.S. Department of State January 2009 - Present
U.S. Department of State May 2004 - December 2009
U.S. Department of State September 2001 - May 2004
The Legacy Group January 2001 - August 2001
Washington, DC Office of the Governor of Puerto Rico January 2000 - December 2000
Washington, DC Office of the Governor of Puerto Rico November 1997 - January 2000
Washington, DC Office of the Governor of Puerto Rico March 1996 - November 1997
Law Offices of Francisco Fernandez September 1993 - May 1995
Skills
Foreign Policy, International Relations, Public Policy, Policy Analysis, International Security, Policy, Legislation, International..., Grassroots Organizing, Diplomacy, Foreign Affairs, National Security, Human Rights, Political Science, Economic Development, Political Risk Analysis, NGOs, Public Diplomacy, Africa, Latin America, Civil Society, International..., Capacity Building, International Law, Rule Of Law, Strategic Communications, Crisis Management, Proposal Writing, Legislative Relations, Public Affairs, European Union, International Economics, Democracy, Federal Government, Arabic, Program Evaluation, Refugees, Political Campaigns, Defense, Intelligence Analysis, Intercultural..., Coalitions, Conflict, Political Communication, U.S. foreign policy, Elections, International Political..., Speech Writing, Humanitarian Assistance, Energy Policy
Education
New York Law School 1990 — 1993
Doctor of Law (J.D.)
Franklin & Marshall College 1985 — 1990
B.A., International Affairs
Cathedral Consulting Group November 2004 - Present
National Bible Association May 2005 - March 2009
The Legacy Group January 1999 - September 2004
Skills
Strategic Planning, Non-profits, Public Speaking, Small Business, Executive Coaching, Family Business..., Fundraising, Leadership, Publishing, Family Business, Nonprofits, Marketing, Entrepreneurship, Board Development, Event Management, Social Networking, Social Media Marketing, Management, Social Media, Program Management, Newsletters, Leadership Development, Mergers & Acquisitions, Grant Writing, Business Strategy, Strategy, Coaching, Business Planning, Start-ups, Business Development, Consulting, Marketing Communications, Organizational..., Marketing Strategy, Philanthropy, Grants, Non-profit..., Management Consulting, Executive Management, Business, Budgets
Education
Marquette University 1996 — 1999
Master of Arts (M.A.), Theology/Theological Studies
University of Wisconsin-Milwaukee 1986 — 1989
Bachelor of Arts (B.A.), English
Nordstrom June 2015 - Present
zulily October 2013 - June 2015
Legacy Group Interactive April 2012 - April 2013
The Legacy Group April 2011 - April 2012
Lakemont Village Veterinary Hospital August 2009 - November 2010
Lightingshowroom.com March 2008 - April 2009
Integrated Design Lab-Boise/ University of Idaho July 2008 - March 2009
Five Rivers Inc. June 2006 - January 2007
20th Century Fox January 2006 - May 2006
Warner Bros. Entertainment Group of Companies October 2005 - January 2006
Skills
Management, Event Planning, Sales, Adobe Creative Suite, Strategic Planning, Marketing, Microsoft Office, Public Speaking, Photography, Microsoft Excel, Public Relations, Theatre, Television, Customer Service, Social Media Marketing, Lighting, Marketing Strategy, Film, Advertising, Retail, Sales Management, Business Strategy, Negotiation, Social Networking, PowerPoint, Budgets, Real Estate, Online Marketing, Trade Shows, Research, Team Leadership, Microsoft Word, Event Management, Social Media, Business Development, Fundraising, Inventory Management, Marketing Communications, Photoshop, Graphic Design, Recruiting, Banking, E-commerce, New Business Development, Mortgage Marketing, Leadership, Nonprofits, Training, Online Advertising, Outlook
Education
University of Idaho 1999 — 2004
B.F.A., Theatrical Production & Lighting Design
The Legacy Group May 2009 - Present
Banking April 1991 - June 2011
Education
Pacific Lutheran University
Chemistry and Phsics
Western Washington University 1989 — 1991
Education
Fairway Independent Mortgage Corporation August 2013 - Present
The Legacy Group January 2012 - August 2013
McCoy Rigby Conservatory of the Arts 2005 - 2010
McCoy Rigby Entertainment 1995 - 2005
Mom Leatherwood 1991 - 1994
Valley Isle Motors 1988 - 1991
Central Pacific Chiropractic Center 1985 - 1987
Skills
Real Estate, Microsoft Office, Microsoft Word, Mortgage Lending, Budgets, Loan Origination, Theatre, Loans, Microsoft Excel, FHA, Mortgage Banking, Refinance, VA loans, USDA, Residential Mortgages
Education
California State University-Long Beach 1981 — 1985
Bachelor's degree, Economics, 3.8
Primary Residential Mortgage Inc, Tacoma WA October 2012 - Present
The Legacy Group May 2009 - October 2012
PNC Mortgage April 2006 - May 2009
Harborstone Credit Union 1996 - 2006
Harborstone Credit Union 1996 - 2006
KeyBank 1998 - 2002
Skills
FHA financing, VA Financing, Conventional Mortgage..., Investment Properties, New Home Purchase, Refinance, Credit Analysis, Self-Employed Borrowers, Personal Income Tax..., Microsoft Office, Public Speaking, Loan Origination, VA loans, USDA, Mortgage Lending, FHA, VA Loans, FHA Financing
Education
Pacific Lutheran University 1991 — 1992
Chemistry and Physics
Western Washington University 1988 — 1989
Chemistry and Physics
Paramount Equity July 2015 - Present
Stonegate Direct November 2014 - July 2015
loanDepot January 2014 - November 2014
Wells Fargo Home Mortgage November 2011 - January 2014
The Legacy Group June 2010 - November 2011
1st National Bank of Arizona May 2007 - February 2008
National City Mortgage July 2000 - May 2007
Skills
Mortgage Banking, Mortgage Lending, Refinance, Sales Management, Loans, Negotiation, Sales
Education
Eastern Illinois University 1991 — 1995
B.S.B., Marketing
The Legacy Group January 1988 - Present
The Orr Group January 2002 - January 2009
Education
Banking Institute of America 1983 — 1985
certificate, Mortgage Finance
Everett Community College 1973 — 1976
Accounting, Accounting, Economics, Communications
The Legacy Group August 2011 - Present
Ace Hardware July 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Leadership, Teamwork, Training
Education
Sam Houston State University 2008 — 2011
BBA, Accounting
Hillel at The George Washington University, January 2015 - Present
Nordstrom May 2013 - Present
Hillel at The George Washington University September 2012 - May 2014
The Legacy Group June 2012 - August 2012
Prove My Concept September 2011 - June 2012
Find Invest Grow (FIG) July 2011 - July 2011
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration Candidate, Finance & International Business
Mercer Island High School 2008 — 2012
Tableau Software April 2013 - Present
The Legacy Group January 2013 - April 2013
Seattle Hospitality September 2012 - April 2013
LivingSocial September 2012 - April 2013
Blackbaud June 2006 - August 2012
Convio June 2006 - May 2012
Skills
Marketing Event Planning, Project Management, Lead Generation, Marketing Communications, Salesforce.com, Eloqua, Marketo, Microsoft Office, Microsoft Live Meeting, Adobe Premiere
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Science (BS), Double Major in Advertising and Radio, TV, & Film
The Legacy Group June 2004 - Present
New York Life Insurance Company July 2003 - June 2004
Spotlignt Solutions October 2002 - May 2003
Retek July 2000 - September 2002
JDA Software March 1998 - July 2000
Skills
Health Insurance, Disability Insurance, Commercial Insurance, Business Insurance, Group Benefit Plans, Life Insurance, Insurance, Training, Term Life Insurance, Small Business, Long-term Care, Fixed Annuities, Health Savings Accounts, Retirement, Retirement Planning, Employee Benefits, Whole Life, Brokers
Education
Miami University 1987 — 1992
BA, Philosophy
Lendlease January 2009 - Present
The Davy Group January 2007 - December 2009
The Legacy Group 2004 - 2007
TA Woods Mechanical Contractors 2001 - 2004
Southland Industries 1998 - 2001
Skills
Construction, CPM Scheduling, Manpower Leveling, Rigging, Mechanical Systems, Site Development, Military Contracts, Sustainable Development, Sustainable Design, Real Estate Financing, Construction Law, Construction Management, Design-Build, Contract Negotiation, Green Building, USGBC, Team Leadership, Cranes, Life Safety, Cpr Certified, Mixed-use, Pre-construction, Value Engineering, Contract Management, LEED, Project Management, Constructability, Subcontracting, Change Orders, Facilities Management, Project Estimation, Contractors, Project Bidding, Construction Safety, Residential Homes, Renovation, Land Development, LEED AP, Process Scheduler, Project Planning
Education
East Carolina University 2011 — 2013
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 1993 — 1998
Bachelor of Science, Building Construction
Primary Residential Mortgage, Inc. - Tacoma Office December 2012 - Present
The Legacy Group June 2009 - December 2012
City Bank May 2008 - May 2009
A Plus Mortgage, Inc. 2006 - 2008
Dimension Mortgage 2000 - 2005
Skills
Mortgage Lending, Investments, Refinance, FHA, Mortgage Banking, Investment Properties, Credit Analysis, Loans, Banking, Reverse Mortgages, Foreclosures, Certified Mortgage..., Commercial Mortgages, Sellers, Insurance, Loan Origination, REO, Finance, Credit, Relocation, VA loans, Single Family Homes, Condos, Residential Mortgages, Commercial Lending, Real Estate, HUD, FHA financing, Construction Loans, USDA, Government Loans, Mortgage Underwriting, Home Equity Lines of..., Mortgage Marketing, Real Estate Financing, First Time Home Buyers, Home Equity Loans, VA Loans
Education
Eastern New Mexico University 1986 — 1989
BBA, Business Administration & Accounting
Guild Mortgage Company April 2013 - Present
The Legacy Group November 2011 - April 2013
Guild Mortgage August 2008 - October 2011
CTX Mortgage 2001 - 2008
Skills
Onboarding coordinator, Transition Management, Needs Analysis, Mortgage Banking, Loan Origination, Mortgage, Mortgage Lending, Mortgage Industry, Credit, Loans, Mortgage Underwriting, Refinance, Residential Mortgages, USDA, VA loans, FHA, FHA financing, FHA Financing, First Time Home Buyers, VA Loans
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 2001
Bachelors, Business
Union Bank January 2014 - Present
Send Out Cards January 2008 - December 2013
T-Mobile May 2010 - June 2013
The Legacy Group May 2009 - May 2010
Real Estate Resource Group January 2008 - May 2009
MortgageIT 2007 - 2008
Ownit Mortgage Solutions January 2004 - December 2006
First Franklin 1995 - 2004
Skills
Refinance, Mortgage Lending, Real Estate, Loans, FHA, Loan Origination, Sales, Human Resources, Selling, Marketing, Sales Management, Time Management, Credit, Sellers, Mortgage Banking, Strategic Financial..., Cold Calling, Finance, Customer Retention, Risk Management, Leadership, Investment Properties, Negotiation, Training, Team Building, Small Business, Customer Service, Management, Business Development, Social Networking, Insurance, Referrals
Education
Louisiana State University 1966 — 1968
NA, Psychology
Terrebonne High School
The Legacy Group January 2004 - Present
Education
Brigham Young University 1998 — 2003
Evergreen Home Loans September 2013 - Present
The Legacy Group January 2011 - September 2013
BNC National Bank August 2008 - January 2011
Colonial Home Loans June 1996 - August 2007
Weyerhauser Mortgage 1998 - 1999
Hi-Tech Financial 1987 - 1989
Skills
Credit, Loans, Finance, FHA, USDA, Loan Origination, Single Family Homes, Refinance, Mortgage Lending, Investment Properties, Real Estate, Sellers, VA loans, Investors, Mortgage Banking, Residential Mortgages, Government Loans, Referrals, FHA financing, Construction Loans, Certified Mortgage..., First Time Home Buyers, Mortgage Underwriting, Commercial Mortgages, Reverse Mortgages, Credit Analysis, Real Estate Financing, Underwriting, FHA Financing, VA Loans
Education
Michigan State University 1970 — 1975
BS, Building Construction
Business View Publishing June 2012 - Present
CertaPro Painters January 2011 - June 2012
White Digital Media Inc September 2009 - January 2011
The Legacy Group January 2007 - September 2009
EnergyOne Canada January 2005 - March 2007
Swift Trade "The Elite Network" January 1999 - January 2005
Student Works January 1995 - January 1999
Skills
Marketing Strategy, Business Development, Strategic Planning, Negotiation, Sales Management, Operations Management, Coaching, Training, Recruiting, Financial Analysis, Financial Modeling, Sales, Territory Management, Team Building, Direct Sales, Marketing, Start-ups, Entrepreneurship, Budgets, Business Strategy, New Business Development, Contract Negotiation, Management, Leadership, Customer Service, Public Speaking, Small Business, Sales Presentations, Advertising, Sales Operations, Retail, CRM, Time Management, Management Consulting, Sales Force Development, B2B, Account Management, Customer Retention, Program Management, Change Management, Sales Process, Digital Media, Employee Training, Strategy, Business Planning, Lead Generation, Team Leadership, Solution Selling, Market Research, Marketing Communications
Education
McMaster University 1994 — 1997
B.A, Social Sciences
Canadian Securities Institute
Certificate, Branch Manager
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practices Handbook Course
Keller Williams Coral Gables-Coconut Grove April 2013 - Present
The Legacy Group November 2007 - Present
Basic Farm S.A. 1989 - 2014
Basic Farm S.A. 1989 - 2014
Bank of America April 2004 - December 2005
Tallos LLC January 2002 - March 2003
Skills
Residential Homes, Real Estate, Investment Properties, Sellers, Short Sales, Property Management, Foreclosures, First Time Home Buyers, Single Family Homes, REO, Investors, Condos, Relocation, Real Estate Development, Buyer Representation, Referrals, New Home Sales, Listings, Real Property, Real Estate Transactions, HUD, Brokerage, Selling, Agents, Negotiation, FHA, Buyers, Move Up Buyers
Education
SCC 2003 — 2004
Associate's degree, Business Administration and Management, General
Eastern Washington University 2003 — 2003
English
Pontificia Universidad Javeriana 1993 — 1998
Bachelor's degree, Biology, General
Eastside Auto Licensing July 2014 - Present
Evergreen Home Loans March 2014 - July 2014
WAMP Affiliate Board 2006 - May 2014
Washington Association of Mortgage Professionals 2003 - April 2014
Wine World & Spirits December 2010 - November 2013
Parkside Lending May 2012 - July 2013
The Legacy Group June 2011 - May 2012
JPMorgan Chase June 2010 - June 2011
Marketecinchl.com 2009 - April 2010
Golf Savings Bank June 2008 - December 2008
Skills
VA loans, Refinance, FHA, Sales, Training, Sales Presentations, Teaching, Team Leadership, Wine, Notary Public, Wedding Officiant, Home Equity Lines of..., Real Estate, Troubleshooting, Laughter, Reverse Mortgages, Construction Loans, Residential Homes, Condos, Short Sales, Investment Properties, First Time Home Buyers, Sellers, Marketing, Sales Management, Mortgage Marketing, Home Equity Loans, Loss Mitigation, Underwriting, Finance, Real Estate Financing, Wholesale Lending, Referrals, Mortgage Lending, VA Loans
Education
Lake Washington Institute of Technology 2009 — 2010
Wine Technology
Highline College 1975 — 1977
General, fun stuff
Alaska Airlines January 2013 - Present
Green River Community College February 2009 - Present
American Airlines October 2011 - January 2013
The Legacy Group June 2010 - September 2011
SWBC Mortgage March 2010 - July 2010
Diamond Mortgage October 2002 - April 2010
Trans World Airlines April 1999 - September 2002
PSA Airlines/US Airways Express December 1996 - April 1999
Skills
Customer Service, FHA, VA, Mortgage Lending
Education
Central Washington University 1988 — 1991
Bachelor of Science, Aviation
Cobalt Mortgage September 2013 - Present
The Legacy Group 2012 - 2012
Drake Mortgage January 1993 - March 2011
Education
Arizona State University 1980 — 1982
B.S., Business
Habitat for Humanity of Waukesha County July 2010 - Present
Oconomowoc Memorial Hospital Foundation February 2006 - September 2007
The Legacy Group May 2005 - February 2006
Camp Manito-wish YMCA April 1998 - October 2004
Camp Manito-wish YMCA October 1990 - April 1998
Skills
Annual Giving, Resource Development, Donor Recognition, Non-profits, Nonprofits, Budgets, Event Management, Fundraising, Grant Writing, Leadership Development
Education
Edgewood College
Northcentral Technical College
Associate Degree
University of Wisconsin-Madison
Chiuminatto Consulting 1981 - Present
Pastors Retreat Network 2000 - December 2014
The Legacy Group 2004 - 2010
Samyog Software 2001 - 2004
marchFIRST 2000 - 2001
USWeb 1997 - 2000
FETCH Interactive 1994 - 1997
Automated Systems, Inc. 1991 - 1994
FETCH Interactive 1981 - 1991
Vrakas, Blum & Co. S.C. 1977 - 1981
Skills
Financial Analysis, Real Estate, Budgets, Loans, Entrepreneurship, Sales, Finance, Process Improvement, Start-ups, Financial Modeling, Private Equity, Managerial Finance, Strategic Financial..., Venture Capital, Executive Management, Financial Reporting, Management, Strategic Planning, Auditing, Accounting, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Investments, Strategy, Internal Controls, Management Consulting, CPA, Cash Flow, Small Business
Education
Marquette University 1971 — 1974
BSBA, Specialization in Accounting
The Legacy Group, Keller Williams November 2007 - Present
The Legacy Group November 2007 - Present
Bank of America March 2004 - December 2005
Skills
Coaching, Management Consulting, Team Motivator
Education
Spokane Community College 2003 — 2004
AAS, Business
Pontificia Universidad Javeriana 1994 — 2000
Biologa, Biologia
Pacific Capital Resource Group July 2013 - Present
The Legacy Group March 2011 - March 2012
Creekside Mortgage, Inc. September 2009 - March 2011
Wilmington Finance June 2004 - September 2006
Skills
VA loans, Mortgage Lending, Residential Mortgages, Loans, FHA, Refinance, Mortgage Banking, Reverse Mortgages, Loan Origination, USDA, Construction Loans, Credit Analysis, FHA financing, Credit, Certified Mortgage..., Inside Sales &..., Life Insurance,..., FHA Financing
Education
Portland Community College 1992 — 1996
No, Engineering
Portland Community College 1992 — 1994
Mechanical Engineering
The Legacy Group January 2014 - Present
Dash Enterprises September 2005 - May 2014
Joyful Soul Music January 2011 - January 2012
Skills
Wedding Planning, Event Planning, Business Development, Entertainment Management, Decoration, Customer Service, Coordinating Events, Japanese to English..., Korean, Japanese, Asian Culture, Praise & Worship, Music Industry, Music Education, Gospel Music, Travel Planning, Hospitality Management, Music History, Performing Arts, Language Arts, Creative Arts, Music, Building Relationships, Vocal, Music Theory, Film, Concerts, Social Networking, Teaching, Marketing, Public Relations, Social Media, Entrepreneurship, Social Media Marketing, Public Speaking, Training, Strategic Planning, Management, Leadership, Sales
Education
University of Phoenix 2007 — 2009
BSM, Business Management
Hosei University 1992 — 1995
B.A., Journalism
1990 — 1992
Guild Mortgage Company March 2013 - Present
The Legacy Group September 2010 - March 2013
MetLife Home Loans April 2009 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Loans, Mortgage Banking, Credit Analysis, Mortgage Lending, Consumer Lending, Credit, Refinance, Loan Origination, Mortgage Underwriting, FHA financing, Residential Mortgages, USDA, FHA
Education
Eastern Washington University 2001 — 2002
Bachelor of Arts (BA), Finance and Economics
Spokane Community College 1999 — 2001
Associate of Arts (A.A.), General Studies
The Legacy Group January 2010 - Present
Education
Sam Houston State University 2003 — 2010
BBA, MBA, Accounting
The Legacy Group September 2014 - Present
Realty Income Corporation April 2013 - June 2014
OliverMcMillan October 1998 - May 2013
Luce Forward 1989 - 1994
Skills
Real Estate Transactions, Real Estate, Leases, Disposition, Real Estate Development, Acquisitions, Due Diligence, Real Estate Economics, Corporate Real Estate, Commercial Real Estate, Contract Negotiation, Land Acquisition, Legal Writing, Litigation, Property Management, Investment Properties, Consumer Packaged Goods..., Marketing, Performing Arts, Strategic Planning, Sales
Education
University of California, Hastings College of the Law 1986 — 1989
J.D.
University of California, Los Angeles 1981 — 1985
B.A., Communications Studies
Dallas Mavericks September 2014 - Present
Mercer Island High School November 2013 - August 2014
Wells Fargo Private Mortgage Banking November 2013 - May 2014
The Legacy Group September 2008 - November 2013
NBA Summer League July 2010 - July 2010
The Pete Newell Big Man Camp August 1999 - August 2008
Dobson & Pinci International Law Office August 2005 - August 2007
Skills
Loans, Mortgage Banking, Negotiation, Mortgage Lending, Refinance, Real Estate, Loan Origination, Credit, Real Estate Transactions, Investment Properties, Residential Mortgages, Real Estate Economics, FHA, REO, Commercial Lending, Underwriting, Finance, Construction Loans
Education
American University of Rome 2005 — 2005
Italian, International Business & Law
University of California, Santa Barbara 2000 — 2004
Global&International Studies
Eastside Catholic 1996 — 2000
C.C. Garcia & Co. P.C. CPA's June 2010 - Present
Jackson Hewitt May 2009 - May 2010
The Legacy Group February 2006 - May 2009
Skills
Local Taxes, Business Taxes, Accounting
Education
Lamar University 1999 — 2005
B.B.A., Accounting
Senior Loan Officer May 2013 - Present
Cobalt Mortgage June 2012 - March 2013
The Legacy Group October 2011 - June 2012
Skills
Loan Origination, USDA, Mortgage Banking, FHA
Education
Metropolitan State College of Denver
Communications Multi Major
DePaul Industries September 2009 - Present
The Legacy Group October 2007 - April 2008
The Legacy Group October 2007 - April 2008
Westsound Bank and Mortgage February 2005 - October 2007
Westsound Bank and Mortgage February 2005 - October 2007
Chelsea Groton Savings Bank March 2003 - April 2004
Mortgage Lenders Network February 2002 - March 2003
HomeSide Lending July 2001 - January 2002
Ameribank November 1997 - June 2001
Education
Olympic College 2008 — 2010
Associate's degree, Office Technology
Gardner High School
Ben E. Keith Foods April 2011 - Present
Amarillo College Workforce Training 2009 - Present
Family Wellness 2009 - Present
The Legacy Group 2008 - 2010
Bridgeworks Group 2005 - 2006
MarriageToday 2003 - 2005
Trinity Fellowship 1997 - 2003
Buds American, Inc. 1992 - 2002
Education
University of Oklahoma
BBA in Accounting, Accounting