1st Portfolio Lending
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1st Portfolio Lending Employees
Homeside Financial November 2014 - Present
1st Portfolio Lending May 2014 - October 2014
M&T Bank February 2013 - April 2014
EagleBank June 2010 - November 2012
Mason Dixon Funding March 2009 - June 2010
East West Mortgage November 2006 - May 2008
Vision Mortgage February 2004 - October 2006
Skills
FHA, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Brokers, Real Estate, Loans, Credit Analysis, Credit, Refinancings, Purchasing, Purchase Financing, Purchase Money, Purchase Planning, FNMA, FHLMC, Veterans Affairs, FHA financing, VA loans, Construction Loans, Residential Homes, Loan Origination, Investment Properties, First Time Home Buyers, USDA
Education
University of Maryland College Park 1997 — 2001
Lehigh University
georgetown preparatory school
georgetown preparatory school
1st Portfolio Lending 2002 - Present
Mortgage Center of America 2002 - 2009
Skills
Foreclosures, Mortgage Lending, Finance, Relocation, First Time Home Buyers, Loans, Refinance, Short Sales, Investment Properties, Real Estate
Education
Harvard College
AB
University of Virginia - Darden Graduate School of Business Administration
MBA
1st Portfolio Lending 2015 - Present
Bradmark Technologies, Inc. 2014 - 2015
SAP 2008 - 2013
L-Soft 2004 - 2008
Spherion 2000 - 2004
Skills
Account Management, SaaS, New Business Development, Selling, Enterprise Software, CRM, Professional Services, Solution Selling, Salesforce.com, Business Intelligence, Sales, Cloud Computing, Analytics, Email Marketing, Management, Leadership, Strategic Partnerships, Data Warehousing, Consultative Selling, Loan Origination, Finance, VA Loans, Loans, Construction Loans, Government Loans
Education
University of Maryland College Park
BS, Finance
1st Portfolio Lending January 2011 - Present
Skills
FHA, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Mortgage Lending, Microsoft Word, Public Speaking, Refinance, Mortgage Banking, Loans, VA loans, FHA financing, USDA
Education
George Mason University
Protiviti April 2015 - July 2015
1st Portfolio Lending June 2014 - February 2015
Insignia Federal Group May 2013 - August 2013
Young Enterprise Systems Inc. May 2012 - August 2012
Skills
SharePoint, SharePoint Designer, C#, .NET, SQL, Microsoft Office, Customer Service, Data Analysis, Visual Basic, HTML, PowerPoint, Microsoft Excel, Microsoft Word, Java, Public Speaking, Leadership, Social Media
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Fairway Independent Mortgage Corporation March 2014 - Present
Fairway Independent Mortgage Corporation May 2012 - Present
1st Portfolio Lending August 2010 - August 2011
North Point Financial July 2009 - July 2010
Virginia Mutual Mortgage Corporation January 1995 - July 2009
Skills
Processing, Auditing, IT, Banking, Loans, Loan Origination, Mortgage Lending, Mortgage Banking, FHA, Refinance, USDA, Residential Mortgages, Credit, VA loans, Investment Properties, Underwriting, FHA financing, First Time Home Buyers, VA Loans, FHA Financing
Education
Blinn College
Accounting
Intercoastal Mortgage Company June 2013 - Present
1st Portfolio Lending May 2011 - June 2013
Fairway Independent Mortgage Corporation January 2010 - April 2011
Dominion First Mortgage January 2001 - January 2010
REALCO Funding Group November 1998 - January 2001
Skills
Mortgage Lending, Loans, Credit, Finance, Government Loans, Management, Customer Service, FHA, Refinance, First Time Home Buyers, Investment Properties, Mortgage Banking, VA loans, Residential Mortgages, Short Sales, Loan Origination, Foreclosures, Residential Homes, Escrow, Title Insurance, Notary Public, FHA financing, Reverse Mortgages, Construction Loans, Certified Mortgage...
Education
University of Maryland University College 2011 — 2013
Communication Studies
George Mason University 1994 — 1995
University of Colorado Colorado Springs 1993 — 1994
Northern Virginia Community College 1992 — 1993
Guaranteed Rate September 2012 - Present
SWBC Mortgage February 2012 - September 2012
Better My Score, LLC September 2007 - September 2012
Prospect Mortgage, LLC October 2011 - February 2012
1st Portfolio Lending January 2010 - October 2011
Dulles Regional Chamber 2010 - 2011
Weststar Mortgage Corporation 2009 - 2009
National Institute for Financial Education 2007 - 2009
Wells Fargo Home Mortgage 1998 - 2002
Skills
Credit, Liability, Debt, Loans, FHA, Mortgage Planning, First Time Home Buyers, Purchase, USDA, VA, Analysis, Refinance, Mortgage Lending, Conventional, Residential, Investment Properties, Foreclosures, Budgeting, Financial Education, Real Estate, Home, Cash Flow, Certified Mortgage..., Loan Origination, Finance, Residential Mortgages, Real Estate Transactions, FHA financing, Mortgage Banking, VA loans
Education
Southern Methodist University - Cox School of Business 1986 — 1990
BA, Marketing and Economics
1st Portfolio Lending July 2010 - Present
Allied Mortgage Group July 2009 - August 2010
InXpress November 2008 - February 2009
Promethean Consulting , LLC 2009 - 2009
Senderra Funding, LLC (Goldman Sachs) June 2007 - November 2008
EquiFirst, LLC (Barclays Bank) 2006 - 2007
Decision One 2003 - 2006
HSBC 2003 - 2006
Jillian Distribution, Inc. March 1993 - January 2000
Entertainment Marketing, Inc. August 1986 - May 1992
Education
University of Houston-Downtown 1975 — 1978
Business Administration
1st Portfolio Lending March 2011 - Present
Metlife Home Loans January 2010 - March 2011
George Mason Mortgage, LLC December 2004 - September 2008
National City Mortgage 1997 - December 2004
Skills
Mortgage Lending, Loans, Refinance, Residential Mortgages, Real Estate, Banking, Finance, Residential Homes, Portfolio Management, Loan Servicing, Condos, Sales, Management, Funding, Marketing, Mergers & Acquisitions, Recruiting, FHA, Mortgage Banking, Property
Education
James Madison University 1985 — 1989
Computer Information Systems
Winston Churchill High School 1983 — 1985
Caliber Home Loans February 2014 - Present
Academy Mortgage Corporation March 2012 - January 2014
1st Portfolio Lending August 2011 - March 2012
Academy Mortgage Corporation November 2010 - August 2011
The Professional Elite Network, LLC January 2009 - December 2009
Envision Lending Group June 2007 - December 2008
Intellichoice Mortgage Services, Inc. October 2005 - May 2007
The Mobile Solution November 2004 - September 2005
Skills
FHA, First Time Home Buyers, Mortgage Lending, Real Estate, Refinance, Residential Mortgages, Loan Origination, USDA, Loans, Investment Properties, Real Estate Economics, Condos, Real Estate Transactions, Credit, Sellers
Education
Grand Canyon University 2009 — 2011
MBA, Leadership
Arizona State University
Bachelor of Interdisciplinary Studies, Business, Communications
Carlisle High Shool
Homeside Financial July 2014 - Present
1st Portfolio Lending June 2012 - June 2014
New Penn Financial, llc A Shellpoint Partners Company November 2010 - July 2012
Bank of America April 2008 - December 2010
Countrywide Home Loans January 2003 - May 2008
Skills
FHA, Mortgage Lending, Refinance, Loans, Mortgage Banking, First Time Home Buyers, Residential Homes, VA loans, Referrals, USDA, Sellers, Government Loans, Luxury, Short Sales, Foreclosures, Relocation, Loan Origination, REO, Renovation, Condos, Non-Conforming, Investment Properties, Real Estate Financing, Commercial Real Estate, Real Estate, Investors, Credit, Residential Mortgages, Single Family Homes, Construction Loans, Vacation Homes, Property, Finance, Reverse Mortgages, FHA financing, Certified Mortgage..., 100% Financing, VA, Mortgage, Conforming, Residential, Purchase, Home, First Time Buyers, Mortgage Industry, Hard Money Lending, Negotiation, Leveraged Lending, Sales Management, Mortgage Underwriting
Education
University of Maryland College Park 1990 — 1993
Business Management
Montgomery College 1988 — 1990
Business Managment
St John's College High School 1984 — 1988
PPD April 2015 - Present
PNC BANK October 2010 - March 2015
1st Portfolio Lending July 2009 - October 2009
Skills
Credit, Loans, PNC Conversation Orange..., PNC Cash Flow..., BB Business 101..., BB Business 201 Lending..., Commercial Banking, Financial Services, Cash Flow, Investments, Banking, Mortgage Lending, Portfolio Management, Risk Management, Management, Financial Analysis, Credit Risk, Finance, Sales, Financial Modeling, Relationship Management, Credit Analysis, Cash Management, Teamwork, Strategic Planning, Time Management, Retail Banking, Treasury Management, Commercial Lending, Underwriting, Loan Origination, Cross Selling, Corporate Finance, Strategic Financial..., Capital Markets
Education
George Mason University - School of Business 2006 — 2010
BA, Finance
Northern Virginia Community College 2003 — 2006
Associate Degree, Hospitality Management
1st Portfolio Lending May 2012 - Present
James Madison University 2009 - 2010
Skills
Crystal Ball, PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Financial Modeling, SAS, Fixed Income, Access, Optimal Blue, Encompass, Outlook, Pricing Strategy
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
1st Portfolio Lending January 2015 - Present
EagleBank January 2014 - January 2015
Atlantic Coast Mortgage, LLC April 2012 - November 2013
First Heritage Mortgage January 2012 - June 2012
First Heritage Mortgage September 2011 - January 2012
First Heritage Mortgage January 2010 - September 2011
Sports & Fitness August 2009 - November 2009
STRIKE CITY December 2008 - November 2009
Bank of America June 2006 - April 2008
United Bank June 2004 - June 2006
Skills
Microsoft Office, Mortgage Lending, Loans, Banking, Microsoft Excel, Management, Credit, VA loans, Mortgage Banking, Refinance, Construction Loans, FHA, Real Estate, Residential Mortgages, Investment Properties, Credit Analysis, First Time Home Buyers, Finance, Loan Origination, FHA financing, Government Loans, Certified Mortgage..., Consumer Lending, Condos, Non-Conforming, Credit Risk, Sales, USDA, VA Loans, FHA Financing
Education
Northern Virginia Community College 2004 — 2007
Oakton High School 1999 — 2003
Erik Kloster- CPA March 2014 - Present
1st Portfolio Lending June 2014 - January 2015
Acacia Federal Savings Bank September 2012 - January 2014
TeamPeople September 2013 - 2014
State Department Federal Credit Union October 2011 - September 2012
McLean High School August 2009 - December 2011
Wells Fargo October 2009 - July 2011
International Consulting Firm/ The Road Home Project April 2008 - September 2009
Countrywide Home Loans January 2007 - February 2008
Calusa Investments January 2006 - September 2006
Skills
Financial Analysis, Strategic Financial..., Credit, Cash Management, Banking, Accounting, Financial Reporting, Mutual Funds, Financial Modeling, Tax Analysis, Communication, Marketing Communications, Television, Journalism, Real Estate, Mortgage Lending, Negotiation, Loans, Residential Mortgages, Finance, Loan Origination, Credit Analysis, FHA
Education
George Mason University 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
1st Portfolio Lending January 2013 - Present
Atlantic Coast Mortgage, LLC November 2011 - January 2013
First Savings Mortgage March 2006 - April 2011
Skills
Refinance, Mortgage Lending, Mortgage Banking, VA loans, FHA, FHA financing, Loan Origination, Loans, Real Estate Economics, Investment Properties, Finance, Commercial Mortgages, Residential Mortgages, USDA, Investors, Construction Loans, Credit Analysis, Condos, Investments, Property, Non-Conforming, Portfolio Management, First Time Home Buyers, Short Sales, Real Estate, Certified Mortgage..., Reverse Mortgages, Customer Service, Foreclosures, Credit, Residential Homes, Title Insurance, Home Equity Loans, Government Loans, Mortgage Underwriting, Underwriting, Commercial Lending, Banking, Real Estate Financing, Loan Servicing, REO, VA Loans, FHA Financing
Education
James Madison University 1990 — 1993
Bachelor of Science (BS), Economics
1st Portfolio Lending April 2013 - Present
First Heritage Mortgage 2001 - 2013
Skills
Non-Conforming, Loans, USDA, Refinance, Mortgage Banking, VA loans, Investment Properties, FHA, FHA financing, Residential Mortgages, Mortgage Lending, Construction Loans, Residential Homes
Education
Southern Methodist University
1st Portfolio Lending March 2011 - Present
Access National Mortgage June 1998 - March 2011
First Guaranty Mortgage Corp September 1995 - June 1998
Household Bank 1994 - 1995
ITT Financial 1992 - 1993
Skills
Real Estate, Property, Loan Origination, USDA, FHA financing, Residential Mortgages, Marketing, Investment Properties, Finance, Refinance, First Time Home Buyers, Mortgage Lending, Budgets, Customer Service, Portfolio Management, Mortgage Banking, Banking, FHA, Credit, Construction Loans, Residential Homes, Business Development, Loans, Sales Management, Credit Analysis, Real Estate Transactions, VA loans, Strategic Planning, Certified Mortgage..., Sellers, Reverse Mortgages, Real Estate Financing, Commercial Mortgages, Mortgage Underwriting, Real Estate Economics, Underwriting, FHA Financing, VA Loans, Commercial Lending, Microsoft Excel
Education
Longwood University 1986 — 1991
BS, Business Administration
1st Portfolio Lending November 2011 - Present
Evolve Technologies May 2011 - September 2011
Population Services International 2011 - 2011
Skills
Microsoft Exchange, Cisco Technologies, Active Directory, Technical Support, Windows Server, Network Administration
Education
Florida Agricultural and Mechanical University
ITT Technical Institute-Springfield
Associate of Science (A.S.), Computer Networking Systems
1st Portfolio Lending April 2013 - Present
First Heritage Mortgage February 2004 - April 2013
JAJA Group 2005 - 2010
Legacy Financial Group May 1999 - February 2004
Washington Sports & Entertainment 1995 - 1998
Washington Capitals/Washington Sports & Entertainment 1995 - 1998
Skills
VA loans, Construction Loans, Refinance, Reverse Mortgages, FHA, Mortgage Lending, FHA financing, Mortgage Banking, USDA, Residential Mortgages, Mortgage Servicing, Government Loans, Loans, Real Estate Financing, Loan Origination, Mortgage Underwriting, Real Estate Transactions, Certified Mortgage..., Jumbo Mortgage, Credit, First Time Home Buyers, Mortgage Marketing, HUD, Sales, Underwriting, Commercial Mortgages, Credit Analysis, Investment Properties, Foreclosures, Title Insurance, Investors, FHA Financing
Education
Boston University 1991 — 1995
Hospitality Administration, Business
Boston University 1991 — 1995
Bachelor's degree