Wells Fargo Private Mortgage Bank
Address: 530 5th Ave, New York, NY 10036 Phone: (212) 805-1112Place name: Category: : : Website: : : Hours: : : Website: https://www.wellsfargo.com/mortgage/private-mortgage-banking/ Category: Mortgage Lender Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Mortgage Banking - Wells Fargo Posting publicly on the Web Write a review Reviews Be the first to review
Wells Fargo Private Mortgage Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Private Mortgage Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Private Mortgage Bank Salaries. You can even request information on how much does Wells Fargo Private Mortgage Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Private Mortgage Bank 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!
67 Wells Fargo Private Mortgage Bank employees in database. Find out everything there's to know about Wells Fargo Private Mortgage Bank 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.
Wells Fargo Private Mortgage Bank Employees
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Private Mortgage Bank March 2012 - Present
Wells Fargo Home Mortgage March 2011 - March 2012
Wells Fargo Financial November 2005 - January 2011
Kendrick Osorio-Fashion Stylist August 2010 - October 2010
CeN Creative Entertainment Network July 2010 - September 2010
Wells Fargo Bank June 2001 - November 2005
Skills
Leadership, Real Estate, Sales, Marketing, Mortgage Lending, Applicant Tracking..., Loans, Customer Service, Credit, Training, Banking, Loan Origination, Refinance, FHA, Mortgage Banking, Mortgage Underwriting
Education
Fullerton College 2006 — 2008
Bachelor of Arts (B.A.), Business Administration with a Concentration in Entreprenuership
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
BA, Business Administration with a concentration in Entrepreneurship
Liberty Star Mortgage, a branch of SNMC May 2015 - Present
Bank of Texas January 2014 - May 2015
Wells Fargo Private Mortgage Bank August 2009 - January 2014
JP Capital Mortgage June 1992 - December 2008
Skills
Corporate Relocation, Mortgage Banking, Refinance, Loans, Loan Origination, Mortgage Lending, Finance, Real Estate, Residential Homes, Investment Properties, Leadership, FHA, FHA financing, Underwriting, Residential Mortgages, Construction Loans, VA loans, USDA
Education
San Diego State University-California State University
Duncan Family Farms, LLC January 2014 - Present
Duncan Family Farms, llc 2014 - 2015
Duncan Family Farms, llc 2014 - 2015
Duncan Family Farms, llc 2014 - 2015
Whole Foods Market August 2013 - January 2014
Crooked Sky Farms May 2013 - August 2013
Wells Fargo Private Mortgage Bank August 2012 - May 2013
Green Tree Servicing, LLC October 2011 - August 2012
Green Tree Servicing November 2009 - October 2011
Green Tree Servicing December 2007 - December 2009
Skills
Food Systems, Organic Farming, Organic Products, Food, Organics, Fresh Produce, Sustainable Agriculture, Vegetables, Cooking
Education
Rio Salado College 2011 — 2013
Coursework in Sustainable Food Systems, Sustainable Food Systems
The University of Texas at San Antonio 1999 — 2004
Bachelor, Business Administration
Bank of the West June 2008 - Present
Wells Fargo Private Mortgage Bank June 2003 - June 2008
Skills
Mortgage Banking, Refinance, Mortgage Lending, Credit, Loans, Loan Origination, Short Sales, FHA, Residential Mortgages, REO, Real Estate Financing, Foreclosures, Banking, First Time Home Buyers, Construction Loans, USDA, Portfolio Management, FHA financing, Commercial Mortgages, Commercial Lending, Consumer Lending, Mortgage Underwriting, Reverse Mortgages, Investments, Cross Selling, Certified Mortgage..., Investment Properties, Loan Servicing, VA loans, Investors, Loss Mitigation, Government Loans, Real Estate, Credit Analysis, Real Estate Economics, Commercial Real Estate, Finance, Commercial Banking, Lines Of Credit, Small Business Lending, Referrals, Underwriting, VA Loans, FHA Financing
Education
Gavilan College
Financial Mathematics
HomeStreet Bank April 2014 - Present
Golden Pacific Bank April 2011 - April 2014
Wells Fargo Private Mortgage Bank April 2009 - March 2011
Direct Mortgage Wholesale 2008 - 2009
SCME Mortgage Bankers 2001 - 2008
Accubanc Mortgage 1998 - 2001
Skills
Financial Planning, Goal Analysis, Project Execution, Product Marketing, CRM software, B2B Marketing, Credit Analysis, CRM, Sales, Mortgage Lending, Credit, Mortgage Banking, Commercial Lending, Residential Homes, Finance, Business Development, Project Management, Lines Of Credit, Strategic Financial..., Investors, Loans, Banking, FHA, Underwriting, Sales Management, Construction Loans, Refinance, Marketing, Investment Properties
Education
Sacramento City College 1992 — 1995
Strategic Business & Marketing
First Guaranty Mortgage Corporation ® April 2014 - Present
HomeBridge Financial Services, Inc. September 2012 - March 2014
Wells Fargo Private Mortgage Bank October 2011 - August 2012
Bank of America August 2010 - October 2011
Weichert Financial Services March 1996 - August 2009
Skills
Mortgage Banking, Loan Origination, Refinance, Mortgage Lending, FHA, Mortgage Underwriting, VA loans, Residential Mortgages, Credit, FHA financing, Non-Conforming, Government Loans, USDA, Underwriting, Construction Loans, Certified Mortgage..., Loans, Home Equity Loans, Credit Analysis, Credit Risk, Banking, FHA Financing, VA Loans
Education
County College of Morris 1987 — 1998
General
Supreme Lending October 2014 - Present
Flagstar Bank September 2013 - October 2014
Wells Fargo Home Mortgage October 2011 - September 2013
Wells Fargo Private Mortgage Bank October 2010 - October 2011
Covenant Mortgage Corporation October 2008 - October 2010
Countrywide Home Loans February 2007 - August 2008
HomeBanc Mortgage Corporation March 1988 - January 2007
Club 1235 Miami Beach September 1985 - September 1987
Foutainbleau Hilton, Miami Beach June 1984 - August 1985
Air Florida December 1979 - June 1984
Skills
Real Estate Economics, Real Estate, Refinance, Team Leadership, FHA, Loan Origination, USDA, VA loans, Banking, Mortgage Lending, Foreclosures, Loans, Mortgage Banking, Product Marketing, First Time Home Buyers, Credit, Coaching, Residential Mortgages, Leadership, Customer Service, Sales, Analysis, Sales Management, Investment Properties, Public Speaking, Business Development, Strategic Planning, Selling, FHA financing, Mortgage Underwriting, Finance, Management, Certified Mortgage..., Residential Homes, Referrals, Commercial Lending
Education
Florida International University 1981 — 1983
Marketing
Union Bank November 2011 - Present
Wells Fargo Private Mortgage Bank August 2009 - November 2011
Wachovia, A Wells Fargo Company August 2006 - October 2008
World Savings August 1999 - August 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Sales Management, Relationship Management, Underwriting, FHA, Commercial Lending, Residential Mortgages, Refinance
Education
San Diego State University-California State University 1995 — 2000
Bachelor of Science (BS)
Bakersfield High School
Wells Fargo Private Mortgage Bank October 2011 - Present
Bank of America Home Finance May 2009 - November 2011
JPMorgan Chase 2008 - 2009
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Banking, Finance, Refinance, Credit, Loans, FHA, Residential Mortgages, VA loans, FHA financing, Investments
Education
Saint Petersburg State Mining Institute named after G. V. Plekhanov (Technical University) 1986 — 1990
BS, Geology
State of NC November 2009 - Present
Wachovia, A Wells Fargo Company July 2008 - Present
Wachovia Mortgage, FSB July 2008 - Present
Wells Fargo Private Mortgage Bank July 2008 - Present
Wachovia Mortgage June 2008 - April 2009
ARS June 2007 - May 2008
VC August 2005 - January 2007
ZC Sterling June 2006 - December 2006
First Horizon Home Loans August 2005 - January 2006
Banknorth Mortgage Group July 2004 - April 2005
Education
Quinsigamond Community College 2000 — 2005
Business Administration
Quinsigamond Community College
Capital One February 2013 - Present
Wells Capital Management February 2011 - February 2013
Freddie Mac July 2010 - February 2011
Wells Fargo Private Mortgage Bank January 2008 - March 2010
Wells Fargo Home Mortgage February 2006 - January 2008
Wells Fargo Capital Finance August 2005 - November 2005
Skills
Technical Recruiting, Recruiting, Human Resources, Employee Benefits, Benefits Administration, HRIS, training, Public Speaking, Public Relations, EEO, AAP, Employee Relations
Education
Shaw University 2004 — 2010
BA, political science
University of Maryland University College
MS, Human Resources Management and Services
Bank of America Merrill Lynch January 2015 - Present
Ballard Tutoring Services May 2012 - Present
Ballard Tutoring Services March 2011 - Present
Scholastic June 2013 - January 2015
College of New Rochelle - School of New Resources January 2013 - May 2013
Franklin K. Lane High School September 2009 - January 2011
Sarah Lawrence College - Summer Writer's Workshop July 2010 - July 2010
Valhalla Correctional Facility, Right to Write Program September 2009 - May 2010
Bank of America Securities, Financial Sponsors Group September 2005 - March 2009
Wells Fargo Private Mortgage Bank April 2003 - August 2005
Skills
Fiction, Non-fiction, Novels, Short Stories, Fiction Writing, Freelance Writing, Creative Writing, Copy Editing, Proofreading, Editing, Memoir, Poetry, Books, Ghostwriting, Book Reviews, Journalism, Published Author, Creative Non-fiction, Web Content, Blogging, Teaching, Nonprofits, Research, Copywriting, Tutoring, Newsletters, Editorial, Fact-checking, Literature
Education
Sarah Lawrence College 2009 — 2012
Master of Fine Arts (MFA), Poetry
New York University 2002 — 2007
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
BankUnited January 2015 - Present
Wells Fargo Private Mortgage Bank March 2011 - January 2015
Regions Bank February 2007 - March 2011
Wells Fargo Home Mortgage February 2005 - December 2007
Wells Fargo Home Mortgage February 2002 - March 2004
Bank of America January 2000 - January 2002
Skills
Team Leadership, Wealth Management, Private Wealth..., Mortgage Banking, Mortgage Lending, Investment Banking, Banking, Financial Analysis, Financial Management, Financial Reporting, Real Estate, Real Estate Finance, Real Estate Development, Risk Management, Commercial Lending, Credit, Credit Analysis, FHA, Finance, Investment Properties, Leadership, Loan Origination, Loan Servicing, Loans, Managerial Finance, Real Estate Economics, Real Estate Transactions, Refinance, Residential Mortgages, Underwriting, Wealth Management..., FHA financing, USDA, Consumer Lending, Small Business Lending, FHA Financing
Education
Saint Petersburg College
Associate's degree, Business
Gateway College Leicester, England 1997 — 1999
Business, Business Administration and Management, General
CERAM Sophia Antipolis 1993 — 1997
High School, French Studies
Wells Fargo Private Mortgage Bank April 2011 - Present
PNC Mortgage / Fidelity Federal Bank & Trust 2000 - 2011
Education
Auburn University 1986 — 1991
Bachlors of Science, Business Administration
Wells Fargo Home Mortgage July 2015 - Present
Family Violence Prevention Services, Inc. February 2014 - 2015
Wells Fargo Private Mortgage Bank May 2011 - January 2013
St. David's Episcopal Church & School August 2008 - May 2011
Wells Fargo Home Mortgage June 2007 - May 2011
Texas Biomedical Research Forum May 2006 - May 2007
PrimeTime Newspapers May 1998 - May 2006
YPO-WPO 1999 - 2006
Family Violence Prevention Services 1997 - 2004
Adam's Mark Hotels January 1997 - September 1999
Skills
Public Relations, Fundraising, Marketing Communications, Public Speaking, Mortgage Lending, Refinance, Loan Origination, Loans, Mortgage Banking, Credit, Banking, Residential Homes, Underwriting, Credit Analysis, Residential Mortgages, Real Estate, Community Outreach, Sales, Event Planning
Education
The University of Texas at Austin 1993 — 1995
M.A., Communication
Vanderbilt University 1988 — 1992
B.A., Literature, Communication
Saint Mary's Hall 1984 — 1988
Guild Mortgage Company NMLS 3274 June 2015 - Present
Wells Fargo Private Mortgage Bank February 2011 - April 2012
SunTrust Mortgage June 2004 - May 2009
SunTrust Mortgage July 2001 - May 2004
SunTrust Bank June 1993 - June 2001
Barnett Bank of Florida May 1991 - June 1993
First Union March 1989 - May 1991
Florida National Bank July 1984 - March 1989
Guaranty National Bank, Huntington, W.VA February 1974 - July 1984
Skills
Credit Cards, Credit, Mortgage Lending, Underwriting, Loans, Commercial Lending, Banking, Portfolio Management, Leadership, Residential Mortgages, Finance, Investment Properties, Management, Commercial Banking, Wealth Management, VA loans, Retail Banking, FHA, Mortgage Banking, Investments, New Business Development, USDA, Consumer Lending, Credit Risk, Financial Analysis, Refinance, Commercial Mortgages, Loan Origination, Credit Analysis, Small Business Lending, Private Banking, Lines Of Credit
Education
The Graduate School of Banking of the South at LSU 1982 — 1985
Graduate Banking Degree, Banking
Marshall University 1973 — 1979
Bachelor of Arts (B.A.), Economics Major, Finance Minor
Barboursville High School
Wells Fargo Private Mortgage Bank April 2008 - Present
Washington Mutual February 1994 - April 2008
Skills
Mortgage Banking, VA loans, FHA, Mortgage Lending, Credit, USDA, Non-Conforming, Loans, Mortgage Underwriting, Loan Origination, Refinance, Residential Mortgages, Home Equity Loans, Real Estate, First Time Home Buyers, Government Loans, Investment Properties, FHA financing, Certified Mortgage..., Home Equity Lines of..., Construction Loans, Consumer Lending
Education
Washington State University 1984 — 1987
Bachelor of Arts, Business
Marion Military Institute 1982 — 1984
AA, General Studies
Common Sensonomics Wealth Management January 2015 - Present
Wells Fargo Private Mortgage Bank January 2011 - January 2014
Addison Avenue Federal Credit Union (formerly HP Credit Union) February 2003 - December 2010
Coast Capital 2005 - 2007
Addison Avenue Federal Credit Union 2003 - 2005
Countrywide 2002 - 2003
Provident Funding Associates L.P. 2001 - 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Banking, Mortgage Underwriting, Real Estate Transactions, Real Estate Financing, Real Estate, Account Management, Customer Service, Credit Analysis, Mortgage, Home, Compliance, Operation Management, Business Development, Project Management, Team Building, Leadership, QuickBooks, Small Business..., Strategic Planning, Marketing Strategy, Marketing Management, Residential Mortgages, Finance, USDA, Credit Unions, Consumer Lending, Loan Origination
Education
California State University-Sacramento 1998 — 2001
BS, Finance/Business
Wells Fargo Private Mortgage Bank July 2009 - Present
New York Real Estate Institute January 2011 - February 2012
JP Morgan Chase June 1989 - July 2009
Skills
Real Estate, First Time Home Buyers, Mortgage, Mortgage Banking, Customer Service, Sales, Loans, Investment Properties, Credit, FHA, Banking, Loan Origination, Refinance, Residential Mortgages, FHA financing, VA loans, Mortgage Lending
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Marketing Management
Private June 2014 - Present
DLK Properties October 2002 - August 2014
Wells Fargo Private Mortgage Bank September 2010 - June 2014
Wells Fargo 2010 - 2011
Five Star Mortgage, LLC January 2009 - May 2010
Faith Funding Group, Inc. October 2001 - December 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Management, Portfolio Management, Residential Homes, Construction Loans, Finance, Referrals, Mortgage Marketing, Financial Services, Small Business, Wealth Management, Strategic Planning, Risk Management, Credit, Team Building, Process Improvement, Training, Time Management, Negotiation, Contract Negotiation, Leadership, Business Analysis, Financial Analysis, Business Development, Sales Management, Operations Management, Account Management, Microsoft Office, New Business Development, Budgets, Credit Analysis, Team Leadership, Business Strategy, Microsoft Excel, Customer Satisfaction, Real Estate, Sales, Refinance
Education
Banking and Financial Sciences 2009 — 2012
Certified Financial Investigator, Finance, Banking, Lending, 4.25
Georgia State University
Bachelor of Business Administration (B.B.A.), Economics Accounting Finance, High
River Community Bank, NA July 2015 - Present
Wells Fargo Private Mortgage Bank September 2014 - July 2015
PNC Mortgage October 2013 - September 2014
Wells Fargo Home Mortgage February 2012 - October 2013
Digi Tech Studio August 2010 - December 2010
Smitty's Grille February 2010 - November 2010
Prospect Mortgage, LLC February 2010 - October 2010
Mogo May 2010 - July 2010
Wells Fargo Home Mortgage October 2007 - February 2010
Go Realty 2010 - 2010
Skills
Mortgage License, Sales, Management, Real Estate, Mortgage Lending, Finance, Loans, Merchandising, Market Planning, Social Networking, Recruiting, Selling, Sales Management, Customer Service, Time Management, CRM, SEM, Teamwork, Leadership, Account Management, New Business Development, Business Development, Business Planning, Credit, Analysis, Banking
Education
Appalachian State University 1997 — 2000
Bachelor of fine and applied arts, Clothing and Textiles with emphasis on Marketing and Merchandising
J.P. Morgan January 2014 - Present
J.P. Morgan June 2012 - January 2014
Florida State University May 2011 - January 2012
Wells Fargo Private Mortgage Bank June 2011 - August 2011
Skills
Investments, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Economics, Equity Derivatives, Interest Rate..., Visual Basic, Public Speaking, Credit, Leadership, Bloomberg, Risk Management, Equities
Education
Florida State University 2008 — 2012
Bachelors of Science, Finance
Florida State University 2008 — 2012
Bachelors of Science, Economics
U.S. Army Reserve December 2013 - Present
Wells Fargo Private Mortgage Bank December 2012 - October 2013
U.S. Army January 1989 - July 2012
Premier Home Loans February 1998 - January 2009
Providian Bank Corp. May 1993 - January 1996
Skills
MS Word, Excel, &..., Administrator and..., Familiar with..., Familiar with GAAP, Management, Microsoft Excel, Loan Origination, Mortgage Underwriting, VA Home Loans, Budgets, Recruiting
Education
San Francisco State University 1990 — 1993
U.S. History
NewDominion Bank September 2011 - Present
NewDominion Bank September 2011 - Present
First Citizens Bank February 2010 - September 2011
PIEDMONT BANK February 2008 - February 2010
Wells Fargo Private Mortgage Bank 2004 - 2009
Skills
Commercial Lending, Loans, Small Business Lending, Retail Banking, Commercial Banking, Mortgage Banking, Sales Management, Cross-functional Team..., Lead Generation, Banking, Credit, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, USDA, Underwriting, Asset Based Lending, Relationship Management, Consumer Lending
Education
North Carolina State University 1980 — 1984
BS Economics and Forestry, Economics and Forestry
PREI Capital Group April 2015 - Present
Wells Fargo Private Mortgage Bank December 2011 - April 2015
Wells Fargo Bank December 2009 - December 2010
PREI Capital Group January 2009 - November 2009
Skills
Loan Origination, Strategic Planning, Credit and cash flow..., Mortgage Lending, Portfolio Management, Underwriting, Real Estate, Investments, Real Estate Economics, Strategic Financial..., Sales, Investment Properties, Financial Modeling, Financial Analysis, Asset Management, Real Estate Transactions
Education
University of California, Santa Barbara 2004 — 2008
Bachelor's, Business Economics
CA Real Estate Broker - CA DRE #01896272
University of San Francisco
University of San Francisco
University of San Francisco
Wells Fargo Private Mortgage Bank October 2011 - Present
Bank of America Home Loans 1998 - October 2011
Skills
Mortgage Lending, Credit, Mortgage Banking, Back Office, Loan Origination, FX Options, Commercial Lending, Loans, Residential Mortgages, Construction Loans, Refinance, Consumer Lending, Commercial Banking, Retail Banking, FHA, Banking, Credit Risk, Underwriting, VA loans, Credit Analysis, Real Estate, Finance, FHA financing, FHA Financing, VA Loans
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Wells Fargo Private Mortgage Bank March 2015 - Present
Sandy Spring Bank May 2012 - February 2015
Bank of America Mortgage April 1994 - May 2012
Skills
Mortgage Banking, Residential Purchases, Loans, Credit Analysis, Purchasing, Construction Loans, Underwriting, Sales Management, Customer Service, Loan Origination, Credit, Sales, FHA financing, Mortgage Lending, Real Estate, VA loans, Reverse Mortgages, FHA, Refinance, Residential Mortgages, Banking, USDA, REO, Consumer Lending, First Time Home Buyers
Education
Salisbury University - Perdue School of Business 1982 — 1986
First Bank March 2014 - Present
Banc Home Loans, Division of Banc of California , NA January 2013 - Present
Wells Fargo Private Mortgage Bank April 2011 - January 2013
Bank of America July 2009 - March 2011
The Greater Mortgage Corporation January 1987 - July 2009
MetroBank, NA January 1983 - December 1987
Cross Capital, LTD January 1977 - December 1982
Skills
Mortgage Banking, Purchase Financing, Underwriting, High Net Worth..., Construction Loans, Home Equity Loans, Home Equity Lines of..., Refinance, Recruiting, Credit Analysis, P&L Responsibility, Fulfillment Services, Mortgage Lending, Business Strategy, New Business Development, Recruitments, Executive Management, Entrepreneurship, Public Relations, FHA financing, Management, Mortgage Underwriting, Executive-Level..., Financial Structuring, Financial Projection, Executive Performance, Home Builders, Operation Optimization, Educational Consulting, Business Perspective, Market Penetration, Marketing, Strategist, Residential Homes, Commercial Lending, Loan Origination, FHA, Residential Mortgages, Investors, VA loans, Reverse Mortgages, USDA, Certified Mortgage..., Loans, Credit, Real Estate Financing, Commercial Mortgages, Government Loans, Real Estate Economics, Loan Servicing
Education
New York University 1974 — 1978
Finance and Financial Management Services
Gartner May 2011 - March 2013
NxRev November 2008 - July 2009
Wells Fargo Private Mortgage Bank July 2006 - July 2008
American Home Mortgage April 2003 - June 2006
Arrow Electronics December 1999 - April 2003
Skills
CXO level engagement, Contract Negotiation, Strategic Planning, B2B, New Business Development, Salesforce.com, Account Management, Sales Process, Direct Sales, Sales Management, SaaS, Business Development, Sales, Strategic Partnerships, Sales Operations, Customer Insight, Product Management, Cloud Computing, Product Marketing, Start-ups, Strategy, CRM
Education
University of California, Los Angeles
BA
BBVA May 2014 - Present
Wells Fargo Private Mortgage Bank October 2011 - May 2014
Regions Financial Corporation 2010 - 2011
Bank of America 2010 - 2010
Bank of America/Countrywide Home Loans 2006 - 2008
Evofi 2006 - 2008
Washington Mutual 1998 - 2006
Skills
Loan Origination, Mortgage Banking, FHA, Mortgage Lending, Refinance, VA loans, Residential Mortgages, Loans, FHA financing, Reverse Mortgages, USDA, Mortgage Underwriting, Certified Mortgage..., Government Loans, Consumer Lending, Banking, Construction Loans, Real Estate Financing
Education
Florida International University 1997 — 2000
BA, Finance
State Of Florida
Licensed Loan Originator
Wells Fargo Private Mortgage Bank February 2012 - Present
Wells Fargo Home Mortgage January 2009 - February 2012
Washington Mutual August 2000 - September 2008
Skills
Credit Analysis, Customer Satisfaction, Mortgage Underwriting, Customer Relations, Mortgage Lending, Customer Service, FHA, Finance, Loan Origination, Residential Mortgages, Underwriting
Education
Duquesne University
Liberal Arts
Wells Fargo Private Banking 2014 - Present
Equity Mortgage Lending 2013 - Present
Nationwide Insurance Company 2010 - 2012
Sklar Williams L.L.P. 2008 - 2010
Wells Fargo Home Mortgage 2008 - 2010
Wells Fargo Private Mortgage Bank 2001 - 2008
Harrah's Joliet Casino & Hotel 1998 - 1999
Circus 1997 - 1998
Skills
Credit, Mortgage Lending, Banking, Loans, Insurance, Underwriting, Investments, Retirement Planning, Commercial Lending, Mortgage Banking, Credit Analysis, Residential Mortgages, Relationship Management, Finance, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management
Education
University of Nevada-Las Vegas 1993 — 1997
Bachelor of Science, Hotel Administration
Kforce Inc March 2015 - Present
Robert Half Finance/Accounting Operations January 2014 - March 2015
Bank of America September 2013 - December 2013
Wells Fargo Private Mortgage Bank January 2012 - September 2013
Sagaria Law June 2008 - June 2011
Wells Fargo Private Mortgage Bank August 2006 - June 2008
Equitas Capital 2003 - 2006
Karna Global Technologies 1999 - 2003
Heuristcs Search, Inc. 1996 - 1999
Aquent April 1997 - April 1998
Skills
Business Development, Recruiting, Training, Management, Strategic Partnerships, Strategy, Sales, Leadership, CRM, Account Management, Mortgage Banking, Loan Origination, Loans, Finance, Customer Satisfaction, Performance Management, Sourcing, Networking, Sales Management, Coaching, Great Motivator, Marketing, Talent Management, New Business Development, Payroll, Time Management, Hiring, Talent Acquisition, Project Management, Technical Recruiting, Human Resources, Accounting, Analysis, Internet Recruiting, Executive Search, Vendor Management, Start-ups, Financial Analysis, Forecasting, Consulting, Team Building, Interviews, College Recruiting, Process Improvement, Career Development, Employee Relations, Customer Service, Sarbanes-Oxley Act, Staffing Services
Education
University of Arizona 1994 — 1996
Business Administration and Management, General
Opes Advisors April 2015 - Present
PNC Mortgage December 2013 - April 2015
Wells Fargo Private Mortgage Bank April 2010 - December 2013
JPMorgan CHASE February 1994 - April 2010
JP Morgan Chase February 1994 - January 2010
Ventura County National Bank 1989 - 1992
Skills
Refinance, Mortgage Lending, Mortgage, Mortgage Banking, Credit, Loans, Sales, Strategic Financial..., FHA, Loan Origination, Investments, Sellers, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Construction Loans, Investment Properties, Government Loans, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1977 — 1982
BA, General Biology/Cell Physiology
Palos Verdes High School 1975 — 1977
Wells Fargo Private Mortgage Bank March 2015 - Present
OnQ Financial July 2010 - March 2015
Pacfic Coast Lending October 2008 - July 2010
Wells Fargo Home Mortgage October 2004 - January 2008
Bank of America November 1991 - October 2004
Norwest Financial 1985 - 1991
Skills
Recruiting, New Hire Training, Mentoring New Hires, Staff Development, New Business Development, Coaching, Follow-up Sales Activity, Mortgage Lending, Loans, First Time Home Buyers, Refinance, Investment Properties, Referrals, FHA, Mortgage Marketing, Finance, Real Estate, Residential Homes, Investments, Loan Origination, REO, Foreclosures
Education
California State University-Chico
Bachelor’s Degree, Business Administration
Wells Fargo Private Mortgage Bank February 2013 - Present
North Valley Bank January 2012 - January 2013
Pinnacle Capital Mortgage March 2010 - January 2012
Plaza Home Mortgage, Inc March 2009 - December 2009
First California Mortgage May 2008 - March 2009
New Century Mortgage CorporationCalifornia August 2002 - March 2007
North American Mortgage Company 1992 - 2000
Skills
Marketing, Sales, Residential Mortgages, Sales Operations
Education
Sonoma State University
Bachelor's Degree, Business Management
Wells Fargo Private Mortgage Bank September 2010 - Present
PrimeLending February 2010 - September 2010
Equity Services, Inc. May 2002 - May 2010
Atlantic Bay Mortgage Group May 1999 - May 2002
Education
Coastal Carolina University 1996 — 1999
Education, Elementarty _Special Education
Two River Community Bank September 2014 - Present
Wells Fargo Private Mortgage Bank April 2014 - September 2014
Caliber Funding January 2013 - December 2013
Customized Mortgage Solutions June 2009 - December 2012
Equity Source Home Loans, LLC June 2009 - May 2011
Skills
Mortgage Lending, FHA Financing, Loans, Construction Loans, Customer Service, Refinance, Residential Mortgages
Education
Rowan University 2005 — 2009
Bachelor's Degree, Finance
EverBank May 2014 - Present
Wells Fargo Private Mortgage Bank April 2007 - May 2014
Chase Home Finance August 2003 - April 2007
MetLife March 2002 - June 2003
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Credit, Financial Advisory, Financial Services, Loan Origination, First Time Home Buyers, Finance, Funding, Refinance, Lines Of Credit, Commercial Lending, FHA, Credit Analysis, FHA financing, Underwriting, Reverse Mortgages, Cross Selling, Commercial Mortgages, Banking, VA Loans, FHA Financing, Sales, Management, Wealth Management, Investment Properties, Real Estate, Investments, Consumer Lending, Real Estate Financing, Construction Loans, Real Estate Transactions, Leadership, Financial Analysis
Education
S.U.N.Y STONY BROOK 1995 — 1999
B.A., Sociology
Wells Fargo Private Mortgage Bank March 2013 - Present
Wells Fargo Private Mortgage Bank November 2011 - Present
BayCal Finanical Corporation ( West San Jose Office) August 2010 - January 2012
Providence April 2007 - August 2010
Baycal Financial April 1999 - April 2005
Kikusushi April 1997 - August 2000
Skills
Mortgage Lending, Credit, Mortgage Banking, Customer Service, Microsoft Excel, Negotiation, Sales Management, Banking, Real Estate, Marketing, PowerPoint, Management, Strategic Planning, Finance, Pipeline Management, Cooking, Catering, Banquets, Training, Statistics, Econometrics, Project Management, Teaching, Economics, Sales, Loans, Refinance, Investment Properties, Residential Mortgages, Investments
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
Associate's degree, Culinary Arts/Chef Training
California State Polytechnic University-Pomona 2000 — 2005
Bachelor of Science, Economics
Monta Vista 1996 — 2000
Amegy Mortgage Company, L.L.C. September 2015 - Present
BB&T June 2015 - September 2015
Wells Fargo Private Mortgage Bank October 2011 - January 2015
Envoy Mortgage, Ltd., Houston, Texas November 2008 - September 2011
Countrywide Home Loans / Bank of America Home Loans August 2006 - October 2008
Wells Fargo Home Mortgage June 2003 - August 2006
Cendant Mortgage May 2000 - June 2003
MegAmerica Mortgage June 1995 - May 2000
Bank One Mortgage January 1990 - June 1995
Skills
Mortgage Lending, Real Estate, FHA, Credit, Loans, Banking, Customer Service, Mortgage Banking, Sales, Residential Mortgages, Coaching, Negotiation, Team Building, Refinance, Investment Properties, Finance, Loan Origination, First Time Home Buyers, Management, Real Estate Transactions, Leadership, Fundraising
Education
Manousso Mediation & Alternative Dispute Resolution Services 2011 — 2011
Mediation, Alternative Dispute Resolution
Houston Community College 1983 — 1984
Wells Fargo - Private Mortgage Bank October 2011 - Present
Wells Fargo August 2010 - October 2011
Insurance Designers January 2010 - August 2010
Interchange Brokerage Services, Inc - CAPITAS Financial, LLC February 2003 - July 2009
Edward Jones December 2000 - December 2002
MassMutual Financial Group September 1997 - December 2000
Skills
Retirement, Management, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Sales, Strategic Planning, Retirement Planning, Risk Management, 401k, Outlook, Account Management, Customer Service, Leadership, Series 6, Investments, Sales Process, Long-term Care, Fixed Annuities, Wealth Management, Strategic Financial..., Financial Planning
Education
Southwest Minnesota State University 1994 — 1997
Philosophy & Business Law
North Hennepin Community College 1991 — 1994
A.S., A.A., Business Finance & Liberal Arts
Treliant Risk Advisors June 2015 - Present
Fifth Third Bank April 2011 - 2015
Finacle October 2010 - April 2011
FDIC June 2009 - November 2010
Wells Fargo Private Mortgage Bank May 2009 - June 2009
Washingto Mutual/JP Morgan Chase December 2006 - January 2009
Washington Mutual September 2003 - December 2006
Self Employed Contract Underwriter 1991 - 2003
Skills
Loans, Underwriting, Credit, Compliance, Banking, Financial Risk, Credit Risk, Retail Banking, Risk Management, Due Diligence, Financial Services, Analysis, Loan Origination, Portfolio Management, Internal Audit, FHA, Mortgage Lending
Education
American Institute of Bankers 2005 — 2010
CRCM, Fair Lending and Compliance Regulations
College of the Holy Cross 1980 — 1984
BA, History
Wells Fargo March 2015 - Present
Wells Fargo Home Mortgage September 2014 - March 2015
Wells Fargo Private Mortgage Bank December 2011 - February 2013
Bank of America March 2010 - November 2010
Wells Fargo Reverse Mortgage March 2006 - November 2010
Wells Fargo Home Mortgage May 2005 - March 2006
Wells Fargo Home Mortgage November 2000 - May 2005
Skills
FHA, Reverse Mortgages, Excel, LIS, LPS, Underwriting, Retail, Change Management, Team Building, Process Improvement, Compliance, Credit, Mortgage Lending, VA
Education
Simpson College 2000 — 2005
BSA, Business Management
Benchmark Elementary and Preschool July 2011 - Present
Wells Fargo Bank July 2007 - November 2010
Wells Fargo Private Mortgage Bank April 2001 - July 2007
Education
Northern Arizona University
Bachelor of Science, Education
Wells Fargo Bank September 2012 - Present
Wells Fargo Private Mortgage Bank September 2009 - Present
Wells Fargo August 1998 - September 2009
Citibank San Francisco November 1997 - July 2008
Citibank CA FSB November 1996 - October 1997
Citibank FSB March 1994 - November 1996
North American Mortgage February 1993 - March 1994
Citibank FSB- Washington DC March 1988 - February 1993
Skills
Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Mortgage Banking, Financial Analysis, Banking, Training, Loans, Refinance, Residential Mortgages, Underwriting
Education
The George Washington University 1976 — 1978
BA, Accounting
Hagerstown Junior College 1973 — 1974
AA, math/science
Philadelphia College of Pharmacy & Science 1972 — 1972
Pharmacy
Wells Fargo Private Mortgage Bank October 2014 - Present
Bank of America March 2010 - October 2014
Bank of America February 2005 - March 2010
Bank of America August 2002 - February 2005
Bank of America January 1995 - August 2002
Bank of America October 1993 - January 1995
Skills
Credit Analysis, FHA financing, Loans, Loan Origination, Underwriting, VA loans, Mortgage Banking, Mortgage Lending, Banking
Education
Loyola College in Maryland
MBA, General Studies
Loyola College in Maryland
BBA, Accounting
Loyola College in Maryland
MSF
Wells Fargo Private Mortgage Bank June 2012 - Present
First Western Mortgage January 1986 - January 2010
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, VA loans, Underwriting, FHA financing, Consumer Lending, USDA, Portfolio Management, Small Business Lending, Investments, Wealth Management
Education
Ohio Wesleyan University 1979 — 1984
Bachelor of Arts (B.A.), Geology/Earth Science, General
Ohio Wesleyan University 1979 — 1984
Geology/Earth Science, General
Wells Fargo Private Mortgage Bank March 2014 - Present
Movement Mortgage July 2013 - March 2014
Wells Fargo Home Mortgage March 1997 - July 2013
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Loans, Credit, Residential Mortgages, Banking, VA loans, USDA, First Time Home Buyers, Real Estate
Education
University of South Carolina-Columbia 1980 — 1984
BS, Business Administration
University of South Carolina-Columbia 1980 — 1984
Bachelor of Science, Business Administration and Management, General
Wells Fargo Private Mortgage Bank May 2009 - Present
JPMorgan Chase 1990 - 2009
Education
The Catholic University of America 1980 — 1984
Bachelor of Arts, Political Science
Wells Fargo Private Mortgage Bank August 2011 - Present
Bank of America Home Loans 2008 - 2011
Graduate School of Retail Bank Management 1986 - 2009
Wells Fargo Bank August 2002 - January 2007
Bank of America 1997 - 2002
HomeBanc, FSB 1993 - 1995
First Union National Bank 1979 - 1984
Education
Woodrow Wilson College of Law 1982 — 1985
JD, Law
University of Hawaii at Manoa 1971 — 1975
BBA, Finance
Wells Fargo Private Mortgage Bank May 2015 - Present
Notre Dame Preparatory July 2008 - Present
Scottsdale Soccer Blackhawks April 2008 - Present
National Bank of Arizona November 2013 - May 2015
MidFirst Bank June 2012 - August 2013
Bank of America September 2005 - November 2008
Skills
Customer Service, Commercial Finance, Small Business Lending, Credit, High Net Worth..., Banking, Coaching, Soccer, American Sign Language, Lines Of Credit, Loans, Construction Loans, Home Equity Loans, Self-starter, Friendly Personality, Sports Coaching, Negotiation, Loan Origination, English, Commercial Banking, PowerPoint, Project Planning, Social Networking, Networking, Retail Banking, Social Entrepreneurship, Social Skills, Higher Education, Microsoft Office, Loan Servicing, Finance, Microsoft Word, Accounting, Financial Accounting, Financial Services, Public Relations, Commercial Lending, Entrepreneurship, Credit Card Debt, Credit Cards, College Education..., SBA 504, College, Small Business, Commercial Lines, Corporate Finance, SBA, Professional Sports, Mortgage Lending, Management
Education
Central Michigan University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations, Dean's List
Macomb Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Chippewa Valley High School
Wells Fargo - Private Mortgage Bank July 2012 - Present
Wells Fargo Home Mortgage July 2010 - July 2012
Feldmann Imports- Smart Car December 2007 - July 2010
Skills
Marketing, Mortgage Lending, Credit, Marketing Strategy, Customer Service, Team Building, Event Planning, Finance, Business Analysis, Marketing Research, Customer Retention, Sales Process, Teamwork, Outlook, Insurance, Microsoft Word, Competitive Analysis, Public Speaking, Customer Satisfaction, Marketing Communications, Business Development, Advertising, Negotiation, Market Research, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Account Management, Cross-functional Team..., Leadership, New Business Development, Process Improvement, Product Marketing, Project Management, Retail, Sales, Sales Management, Social Media Marketing, Strategic Planning, Underwriting
Education
Bethel University 2005 — 2009
Bachelor's degree, Finance and Marketing
Wells Fargo Private Mortgage Bank November 2008 - Present
Wells Fargo Home Mortgage 2008 - 2011
Education
University of Florida 1988 — 1992
Beazer Homes April 2015 - Present
Wells Fargo Private Mortgage Bank August 2014 - April 2015
WR Starkey Mortgage August 2013 - August 2014
JPMorgan Chase January 2012 - July 2013
Pulte Homes June 2004 - January 2012
Skills
Real Estate, Loans, Selling, Residential Homes, Sales, Customer Service, Negotiation, Sales Management, Purchasing, Team Building, Project Management, New Business Development, Account Management, Mortgage Banking, Mortgage Lending, Credit, Public Speaking, Investment Properties, Microsoft Office, Training, Leadership, Recruiting, Customer Retention, Customer Satisfaction, Event Management, Loan Origination, Refinance, Construction, Interior Design
Education
Texas Christian University 2000 — 2004
Bachelor of Arts (BA), Sociology
West Brook High School 1996 — 2000
Lending Club November 2013 - Present
JPMorgan Chase November 2012 - November 2013
PlayUp USA, LLC. March 2012 - November 2012
JPMorgan Chase July 2011 - March 2012
Wells Fargo Private Mortgage Bank May 2009 - July 2011
Skills
Mortgage Lending, Underwriting, Credit, Mortgage Banking, Customer Service, Sales, Negotiation, Loan Origination, Salesforce.com, Finance, New Business Development, Microsoft Office, Account Management, Key Account..., Outstanding time..., Exceptionally well..., Customer Retention, Customer Satisfaction, Renewal Retention, Credit Risk, Retail Sales, Small Business Marketing, Communication Skills, Requirements Gathering, Overcome Obstacles, Investments, Analysis, Time Management, Budgets, Business Development, Financial Services, Loans, Mobile Devices
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Citibank N.A. December 2012 - Present
William Pitt Mortgage LLC, DBA Julia B Fee Mortgage, An Affiliate of Wells Fargo Home Mortgage March 2011 - December 2012
Wells Fargo Private Mortgage Bank January 2007 - February 2011
JP Morgan Chase February 1993 - December 2006
Education
Fordham University 1981 — 1985
BS, Finance
Farrell Building January 2005 - Present
Wells Fargo Private Mortgage Bank 2004 - 2005
Lord & Taylor 1990 - 1993
Skills
Financial Analysis, Microsoft Excel, Microsoft Office
Education
Penn State University 1979 — 1983
BA, Journalism
Allen Construction. October 2009 - Present
Masco Contractor Services February 2008 - October 2009
Wells Fargo Private Mortgage Bank February 2006 - February 2007
Washington Mutual June 2005 - February 2006
Metal Tools 1992 - 2000
Skills
Travel Arrangements, Contract Negotiation, Environmental Awareness, Diary Management, Energy, Construction, Green Building
Education
California State University-Northridge
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Global Capital Funding NY, LLC. October 2011 - Present
Global Capital Funding NY, LLC January 2009 - Present
Wells Fargo Private Mortgage Bank March 2006 - April 2008
Wells Fargo Private Mortgage Bank March 2006 - April 2008
CITIMORTGAGE / CITIGROUP April 2003 - March 2006
CABOTO USA / BANCA INTESA November 1997 - February 2003
CABOTO USA January 1998 - January 2003
Global Equities January 1997 - January 1999
Ameritrade January 1996 - January 1997
Milan Stock Exchange January 1993 - January 1995
Skills
Mortgage Lending, Loans, Investments, Portfolio Management, Banking, Series 7, Strategy, Residential Mortgages, Real Estate, Mortgage Banking, Mergers, Management, Loan Origination, Investors, Investment Properties, Investment Banking, Funding, Finance, Equities, Commercial Real Estate, Commercial Lending, Budgets, Brokerage, Financial Services, Credit, Real Estate Economics, Financial Analysis
Education
New York University 2001 — 2002
Bachelor of Arts, Journalism
Luigi Bocconi University 1985 — 1990
MD, Economics
Luigi Bocconi University 1983 — 1990
Bachelor of Arts, Finance & Economics
Wells Fargo Private Mortgage Bank December 2013 - Present
C2 Financial Corporation January 2012 - December 2013
Catalyst Lending, Inc. July 2011 - January 2012
Clarion Mortgage Capital January 2006 - July 2011
Chase Home Finance June 1997 - March 2006
Skills
FHA, Mortgage Lending, VA, Refinance, Mortgage Banking, Conventional, First Time Home Buyers
Education
UCLA 1973 — 1978
Bachelor of Science, Economics
Team Beachbody March 2013 - Present
Hats & Hops 2011 - Present
Seattle Plastics February 2003 - Present
Wells Fargo Private Mortgage Bank March 2002 - December 2002
Wells Fargo Private Mortgage Banking March 2002 - December 2002
St. Joseph's Regional Medical Center August 1997 - March 2002
St. Joseph Regional Medical Center August 1997 - March 2002
T+A Painting August 1993 - August 1997
Skills
Customer Service, Coaching, Project Management, Program Management, Management, Project Planning, Non-profits, Microsoft Office
Education
Lewis-Clark State College 1997 — 1999
Wells Fargo Private Mortgage Bank January 2012 - Present
Bank of America Home Loans February 2010 - January 2012
Wells Fargo Private Mortgage Banking June 2009 - February 2010
Skills
Loans, Loan Origination, Residential Mortgages, Mortgage Lending, Refinance, Mortgage Underwriting, Mortgage Banking
Education
Laney College 2003 — 2003
Business Fundamentals, Finance, General
Wells Fargo Private Mortgage Bank February 2012 - Present
Skills
Analytic Problem Solving, Customer Retention, Mortgage Lending, Finance
Education
Berkeley College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services, 3.80
Berkeley College 2010 — 2012
Associate's degree, Accounting, 3.75