Allen Tate Mortgage
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Allen Tate Mortgage Employees
SECU July 2013 - Present
Renfro Corporation November 2011 - July 2013
Wachovia, A Wells Fargo Company July 2010 - November 2011
Mary Kay Idependent Consultant April 2011 - July 2011
Medical Center January 2009 - July 2010
Allen Tate Mortgage January 2009 - January 2009
Dicks Sporting Goods October 2007 - December 2008
Hanks Lumber Co August 2005 - August 2006
Skills
Accounts Receivable, Accounts Payable, Accounting, Data Entry, Microsoft Excel, Microsoft Word, Financial Analysis, Customer Service, Bookkeeping, PowerPoint, 10 Key, Budgets, Sales, Forecasting, Inventory Management, Payroll, QuickBooks, Account Reconciliation, Merchandising, Team Leadership, Team Building, Invoicing, Microsoft Office, Leadership, Teamwork, Access, Cash Flow, Human Resources, Time Management, Retail, Financial Reporting, General Ledger, Management, Training, Auditing, Analysis
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
MAFM, Accounting
Salem College 2006 — 2010
B.S., Accoutning
North Carolina
High School DiplomaAchieved high school diploma
North Stokes High School
High School Dipolma
OnQ Financial May 2014 - April 2015
Allen Tate Mortgage June 2011 - May 2014
Alambry Funding July 2007 - March 2010
Countrywide Funding February 2004 - June 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, FHA, Residential Mortgages, Mortgage Banking, First Time Home Buyers, Real Estate, Loan Origination, USDA, Refinance, Mortgage Lending, Loans, Investment Properties, Residential Homes, Foreclosures, Short Sales
Education
Central Piedmont Community College 1982 — 1985
Business Administration and Management, General
CPCC
Allen Tate Mortgage May 2015 - Present
Birkdale Golf Club March 2014 - May 2015
Accenture Credit Services June 2012 - November 2013
Skills
Management Development, Personal Development, Leadership Development, Change Management, Public Speaking, Coaching, Healthcare, Strategic Planning, Project Management, Program Management, Management, Organizational..., Analysis, Credit, Leadership, Process Improvement, Mortgage Lending, Loans, Refinance, Customer Service, Underwriting, Sales
Education
Ramapo College of NJ
Allen Tate Mortgage July 2007 - Present
Chase Home Finance 2005 - 2007
PHH/Cendant Mortgage 2001 - 2005
Skills
Mortgage Lending, FHA financing, Sales Presentations, Process Improvement, Mortgage Banking, Refinance, VA loans
Education
University of Maryland College Park 1987 — 1991
B.S., Consumer Economics
Allen Tate Mortgage October 2012 - Present
JVB Delivery, Inc January 2010 - June 2012
Ritz Carlton April 2009 - March 2012
Skills
Customer Service, Loan Origination, Sales, Mortgage Lending, First Time Home Buyers, FHA financing
Education
Georgia Military College-Milledgeville Campus
Associate's degree, Business Administration and Management, General
Allen Tate Mortgage April 2014 - Present
HomeServices Lending October 2010 - April 2014
Reliance First Capital March 2009 - October 2010
Allen Tate Mortgage December 2006 - December 2008
Allen Tate Mortgage June 2004 - December 2006
Skills
Loans, FHA, Leadership, Mortgage Lending, Mortgage Banking, USDA, Underwriting, Selling, Leadership Development, Relocation, Referrals, Sellers
Education
North Carolina State University 1996 — 2001
Bachelor of Science, Business Management
Wells Fargo Bank March 2012 - Present
Wells Fargo Bank January 2011 - March 2012
Wells Fargo March 2010 - January 2011
Wachovia, A Wells Fargo Company April 2007 - March 2010
Allen Tate Mortgage April 2006 - April 2007
HomeBanc Mortgage March 2004 - April 2006
Meridian Benefits Group February 2002 - March 2004
St. Paul Travelers August 1996 - January 2002
Education
Queens University of Charlotte 2009 — 2012
McColl School of Business’ Hayworth Evening Program: Completion of MBA pre-requisite studies, Financial Accounting, Managerial Accounting, Micro Economics, Macro Economics, Quantitative Methods
University of North Carolina at Charlotte
Bachelor of Arts, Political Science
Allen Tate Mortgage January 2004 - Present
First Trust Mortgage September 2002 - December 2003
Bank of America June 1981 - January 2002
Education
Meredith College 1977 — 1981
BS, Business and Math
Wells Fago Business Banking December 2013 - Present
Wells Fargo Home Mortgage November 2009 - December 2013
Allen Tate Mortgage June 2004 - August 2009
Bank of America January 2002 - August 2002
JPMorgan Chase & Co. May 2001 - December 2001
Skills
Leadership, Financial Analysis, Risk Management, Banking, Credit, Process Improvement, Training, Vendor Management, Mortgage Lending, Loans
Education
Appalachian State University 1996 — 2000
Mount Tabor High School 1992 — 1996
Neuroscience and Spine Center 2009 - Present
Allen Tate Mortgage September 2007 - March 2009
Piedmont Urology Associates May 2000 - September 2007
Skills
Customer Service, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Satisfaction, Event Planning, Team Building, Social Media, Coaching, Account Management, Salesforce.com, Medical Billing, Retail, Community Outreach, Fundraising, Negotiation
Education
University of Southern Indiana 1997 — 1999
Bachelor of Applied Science (BASc), General Science
University of North Carolina at Charlotte 1993 — 1996
Biology, General
RoundPoint Financial Group 2013 - February 2014
Wells Fargo Home Mortgage November 2010 - January 2013
H & R Block January 2010 - April 2012
H & R Block November 2008 - January 2010
H & R Block November 2008 - January 2010
Allen Tate Mortgage October 2007 - August 2008
DHI Mortgage March 2005 - July 2007
Ameritrust 2004 - 2005
Wells Fargo Home Mortgage 2004 - 2005
Skills
Accounting, QuickBooks, Tax Preparation, Tax, Customer Service, Finance, Loans, Management, Mortgage Lending, Process Improvement, Small Business, Time Management, Training, Financial Analysis, Sales, Mortgage Banking, Credit, Loan Origination
Education
Montreat College 2003 — 2007
Bachelors Degree, Business Administration
Daniel High School
First Citizens Bank September 2015 - Present
Well Fargo Home Mortgage March 2010 - Present
Guilford County Homeownership Center 2010 - Present
Allen Tate Mortgage March 2003 - March 2010
Ecolab 1997 - 2002
The Clorox Company 1992 - 1997
Procter & Gamble 1986 - 1991
Education
North Carolina State University 2015 — 2015
BS, Industrial Engineering
Thomas M. Cooley Law School
Doctor of Law (JD), JD
Hillside High School
Resolution Services Center
Certified Civil Alternative Resolution Mediator, Civil Mediation
Fifth Third Bank April 2012 - Present
Allen Tate Mortgage 2010 - 2012
Wachovia Bank 2005 - 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Banking, Business Development, Building Relationships, Marketing Strategy, Client Relations Skills, Communication Skills
Education
Mohawk Valley Community College-Utica Branch 1986 — 1989
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General, 3.0
Allen Tate Mortgage July 2011 - Present
Great Southern Mortgage/Embrace Home Loans 1995 - 2011
Skills
Mortgage Lending, FHA, Refinance, Loans, Investment Properties, Residential Homes, Single Family Homes, Real Estate, Finance, Sales, Real Estate Transactions, Mortgage Banking, USDA, First Time Home Buyers, FHA financing, Sellers, Loan Origination, Residential Mortgages, Credit, Referrals, Short Sales, REO, VA loans, Relocation, Foreclosures, Construction Loans, HUD, New Home Sales, Investors, Real Estate Financing, Selling, FHA Financing, VA Loans
Education
North Carolina State University 1977 — 1981
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Fairway Independent Mortgage Corporation December 2011 - Present
goodmortgage.com January 2011 - December 2011
Coastal Mortgage Services September 2004 - January 2011
American Home Mortgage February 2002 - June 2004
Allen Tate Mortgage July 2000 - February 2002
Education
University of North Carolina at Charlotte 1993 — 1997
Schmidt Mortgage Corporation Sr. Mortgage ConsultantAllen Tate Mortgage Services2005 - 2007
Allen Tate Mortgage 2005 - 2007
Education
Appalachian State University 1997 — 2001
Allen Tate Mortgage September 2012 - Present
Getronics February 1996 - October 2001
Skills
Program Management, Project Management, Management, Business Development, Networking, Microsoft Office, Windows Server, Recruiting, Customer Service, Business Analysis, Team Building, Active Directory, SharePoint, Training, Encompass 360..., Sales
Education
University of North Carolina at Charlotte 1993 — 1995
Monroe Community College 1992 — 1993
Civil Engineering Technology/Technician
Electrolux, NA April 2011 - Present
Allen Tate Mortgage July 2001 - August 2008
Education
UNC Charlotte 2009 — 2012
Bachelor's degree, Accounting
Montreat College 2001 — 2003
Bachelors of Arts - Business Administration, Accounting, Finance
Allen Tate Mortgage January 2013 - Present
Residential Finance August 2012 - January 2013
Allen Tate Mortgage May 2011 - August 2012
Allen Tate Mortgage July 2007 - May 2011
Allen Tate Mortgage April 2006 - October 2007
Honda of Concord September 2005 - April 2006
Honda of Concord November 2004 - September 2005
Skills
Mortgage Banking, FHA, USDA Rural Housing, VA loans, Residential Mortgages, Mortgage Lending, Refinance, USDA
Education
Ashland University 1995 — 2000
BS, Education
Allen Tate Mortgage Mortgage ConsultantAllen Tate1999 - Present
Education
Nassau Community College 1980 — 1982
Computer Programming
USAA January 2015 - Present
Allen Tate Mortgage November 2000 - January 2015
PFPC June 1999 - November 2000
Skills
Capital Markets, Real Estate, Mortgage Banking, FHA, Refinance, Underwriting, FHA financing, Mortgage Lending, Credit, First Time Home Buyers, Loans, Loan Origination, VA loans, Residential Mortgages, Finance
Education
Elon University 1995 — 1999
BS, Finance and Marketing
Saint Mary's School July 2013 - Present
Cardinal Gibbons High School November 2008 - December 2012
Allen Tate Mortgage 2007 - 2008
YSU Lending November 2000 - November 2007
Skills
Fundraising, Public Speaking
Education
Meredith College
Psychology
Coppia Creativa Group, LLC January 2012 - Present
Senior Living Communities, LLC May 2006 - November 2013
Allen Tate Mortgage February 2004 - May 2006
Skills
Graphic Design, Marketing, Special Events, Marketing Strategy, Advertising, Direct Mail, Event Planning, Public Relations, Event Management, Microsoft Office, SEO, Team Leadership, Copywriting, Social Media Marketing, Team Building, Photoshop, Illustrator, InDesign, Email Marketing, Marketing Communications, Public Speaking, Newsletters, Brand Development, Trade Shows
Education
Loras College 1999 — 2003
B.A. Communication Arts, Public Relations, Advertising, and Applied Communication
Allen Tate Mortgage August 2014 - Present
DHI Mortgage July 2013 - July 2014
Hanover Mortgage Company November 2010 - July 2013
SunTrust Bank August 2009 - October 2010
Woodlands Camp & Conference Center May 2007 - August 2009
Level One May 2006 - August 2006
Skills
Mortgage Lending, Refinance, Investment Properties, First Time Home Buyers, Newsletters, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Event Planning, Marketing, Sales, Social Media, Management, Finance, Research, Project Management, Program Management, Residential Mortgages, Loans, Financial Services, Leadership, Real Estate, Banking, Credit
Education
Bob Jones University 2004 — 2007
Bachelor of Arts, History; English
Ronald H. Colvin, P.A. September 2015 - Present
Diamond Properties May 2010 - Present
Allen Tate Mortgage March 2014 - September 2015
Amazon Appraisals LLC 2012 - March 2014
American Credit Acceptance August 2011 - January 2012
Ace Mortgage and Appraisals January 1998 - 2007
Skills
Microsoft Excel, Social Media, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Strategic Planning, Sales, Marketing, Sales Management, Negotiation, Customer Satisfaction, New Business Development, Social Networking, Social Media Marketing, Management, Account Management, Online Marketing, Nonprofits, Retail, Real Estate, Team Building, Investment Properties, Business Planning
Education
Greenville Technical College 2010 — 2011
Algebra, Biology
Spartanburg Community College 2010 — 2010
Business Computers, Public Speaking, English
Plymouth High School
Plymouth High School
Plymouth High School