Beal Bank
Description
Beal Bank is an American bank, which was founded by Texas-based entrepreneur D. Andrew "Andy" Beal. It includes two separately chartered banks, Beal Bank and Beal Bank USA. Each entity is insured by the Federal Deposit Insurance Corporation. Headquarters: Plano, TX Founder: Andrew Beal Founded: 1988 CEO: Andrew Beal (1988–) Total assets: 7.7 billion USD (2017) Parent organization: Beal Financial Corporation
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Beal Bank Employees
Employee
Years
Job
Industry
Bryan Montgomery Bryan Montgomery's Beal Bank Experience August 2012 - February 2013
Job Database Coordinator at OrderDog, Inc.
Industry Information Technology and Services
Experience
OrderDog, Inc. October 2014 - Present
BWW-LAW Group July 2013 - February 2014
Telvista Inc. May 2013 - July 2013
Beal Bank August 2012 - February 2013
Default Resolution Network November 2010 - August 2012
Barrett Daffin Frappier & Turner November 2009 - October 2010
National Bankruptcy Services, LLC April 2009 - November 2009
First American Title June 2008 - April 2009
Skills
Coding Experience, Microsoft Office, LPS Desktop, Caseware, Foreclosures, Computer Repair, Computer Maintenance, Bankruptcy, Mortgage Lending, Technical Support, Databases, Customer Service
Education
ITT Technical Institute-Richardson 2013 — 2015
Associate of Science (A.S.), Network and System Administration/Administrator, 3.8 GPA
OrderDog, Inc. October 2014 - Present
BWW-LAW Group July 2013 - February 2014
Telvista Inc. May 2013 - July 2013
Beal Bank August 2012 - February 2013
Default Resolution Network November 2010 - August 2012
Barrett Daffin Frappier & Turner November 2009 - October 2010
National Bankruptcy Services, LLC April 2009 - November 2009
First American Title June 2008 - April 2009
Skills
Coding Experience, Microsoft Office, LPS Desktop, Caseware, Foreclosures, Computer Repair, Computer Maintenance, Bankruptcy, Mortgage Lending, Technical Support, Databases, Customer Service
Education
ITT Technical Institute-Richardson 2013 — 2015
Associate of Science (A.S.), Network and System Administration/Administrator, 3.8 GPA
Monica Hadley Monica Hadley's Beal Bank Experience July 2008 - July 2009
Job Default Operations Manager
Industry Financial Services
Experience
Capital One July 2009 - July 2015
Beal Bank July 2008 - July 2009
Goldman Sachs February 2007 - June 2008
Citi November 2000 - February 2007
Insight February 1997 - November 1999
The Chase Manhattan Bank August 1993 - February 1997
Skills
Loss Mitigation, Default, Foreclosures, Mortgage Banking, Banking, Risk Management, Mortgage Servicing, Loan Servicing, Loans, Financial Services, Mortgage Lending, Vendor Management, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Property, Start-ups, Training & Development, Strategic Planning, Research, Quality Control, Project Management, Product Development, Management, Process Improvement, Policy Development, Cost Control, Operations Management
Education
Strayer University (VA) 2010 — 2016
Bachelor of Business Administration
Rio Salado College 1994 — 2004
AA
Capital One July 2009 - July 2015
Beal Bank July 2008 - July 2009
Goldman Sachs February 2007 - June 2008
Citi November 2000 - February 2007
Insight February 1997 - November 1999
The Chase Manhattan Bank August 1993 - February 1997
Skills
Loss Mitigation, Default, Foreclosures, Mortgage Banking, Banking, Risk Management, Mortgage Servicing, Loan Servicing, Loans, Financial Services, Mortgage Lending, Vendor Management, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Property, Start-ups, Training & Development, Strategic Planning, Research, Quality Control, Project Management, Product Development, Management, Process Improvement, Policy Development, Cost Control, Operations Management
Education
Strayer University (VA) 2010 — 2016
Bachelor of Business Administration
Rio Salado College 1994 — 2004
AA
Jahmarl Hughes's Beal Bank Experience September 2008 - March 2009
Job Asset Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2010 - Present
JPMorgan Chase March 2009 - May 2010
Beal Bank September 2008 - March 2009
Skills
Mortgage Lending, Loans, Credit, Loss Mitigation, Mortgage Banking, Portfolio Management, Loan Origination, Loan Servicing, Credit Risk, Banking, Mortgage Servicing, Financial Analysis, Risk Management, Credit Analysis, FHA, Foreclosures, Asset Management, Analysis
Education
Collin County Community College 2010 — 2011
Psychology
Ennis High School 1995 — 1999
Diploma, General Studies
Fannie Mae June 2010 - Present
JPMorgan Chase March 2009 - May 2010
Beal Bank September 2008 - March 2009
Skills
Mortgage Lending, Loans, Credit, Loss Mitigation, Mortgage Banking, Portfolio Management, Loan Origination, Loan Servicing, Credit Risk, Banking, Mortgage Servicing, Financial Analysis, Risk Management, Credit Analysis, FHA, Foreclosures, Asset Management, Analysis
Education
Collin County Community College 2010 — 2011
Psychology
Ennis High School 1995 — 1999
Diploma, General Studies
Mari Russell Kopecki Mari Russell Kopecki's Beal Bank Experience May 1999 - May 2002
Job Paralegal at High Profile, Inc.
Industry Financial Services
Experience
High Profile, Inc. August 2015 - Present
Caliber Home Loans December 2014 - June 2015
Fannie Mae April 2005 - October 2014
Washington Mutual Finance Co 2004 - 2005
Nationstar Mortgage May 2002 - April 2004
Beal Bank May 1999 - May 2002
Skills
Sales, REO, Risk Management, Management, Banking, Mortgage Lending, Loans, Credit, Contract Negotiation, Contract Management, Structural Repairs, Loan Closings, Follow-up Sales Activity, contract signing, Real Estate Transactions, Real Estate Marketing, environmental..., title issue resolution, eviction, Reporting & Analysis, Marketing Communications, marketing strategy..., Portfolio Management, FHA Financing, Customer Service, Financial Analysis, Leadership, Foreclosures, Real Estate, Investment Properties, Mortgage Banking
Education
Southern Methodist University
Paralegal Certificate
Texas Christian University
Bachelor's degree, Real Estate Marketing
High Profile, Inc. August 2015 - Present
Caliber Home Loans December 2014 - June 2015
Fannie Mae April 2005 - October 2014
Washington Mutual Finance Co 2004 - 2005
Nationstar Mortgage May 2002 - April 2004
Beal Bank May 1999 - May 2002
Skills
Sales, REO, Risk Management, Management, Banking, Mortgage Lending, Loans, Credit, Contract Negotiation, Contract Management, Structural Repairs, Loan Closings, Follow-up Sales Activity, contract signing, Real Estate Transactions, Real Estate Marketing, environmental..., title issue resolution, eviction, Reporting & Analysis, Marketing Communications, marketing strategy..., Portfolio Management, FHA Financing, Customer Service, Financial Analysis, Leadership, Foreclosures, Real Estate, Investment Properties, Mortgage Banking
Education
Southern Methodist University
Paralegal Certificate
Texas Christian University
Bachelor's degree, Real Estate Marketing
Ronald Santos Ronald Santos's Beal Bank Experience 2001 - 2003
Job Mortgage, Loan Servicing, Financial Services, Business Analyst, Compliance, Audit & Sales
Industry Financial Services
Experience
Fannie Mae January 2010 - October 2014
GMAC Mortgage 2007 - 2010
Nationstar Mortgage 2003 - 2007
Beal Bank 2001 - 2003
Fannie Mae April 1997 - August 2001
Countrywide Home Loans April 1993 - April 1997
Skills
Mortgage Lending, Loss Mitigation, Foreclosures, Asset Management, Mortgage Banking, Investment Properties, Investors, Loans, Loan Servicing, REO, Mortgage Servicing, Default, HUD, FHA, Financial Analysis, Refinance, Property, Banking, Mortgage Underwriting, Real Estate Economics, Portfolio Management, Real Estate, Experienced Business..., Internal Audit, Compliance Management
Education
De La Salle University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
AMA Computer College
Bachelor of Science (B.S.), Computer Science
Fannie Mae January 2010 - October 2014
GMAC Mortgage 2007 - 2010
Nationstar Mortgage 2003 - 2007
Beal Bank 2001 - 2003
Fannie Mae April 1997 - August 2001
Countrywide Home Loans April 1993 - April 1997
Skills
Mortgage Lending, Loss Mitigation, Foreclosures, Asset Management, Mortgage Banking, Investment Properties, Investors, Loans, Loan Servicing, REO, Mortgage Servicing, Default, HUD, FHA, Financial Analysis, Refinance, Property, Banking, Mortgage Underwriting, Real Estate Economics, Portfolio Management, Real Estate, Experienced Business..., Internal Audit, Compliance Management
Education
De La Salle University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
AMA Computer College
Bachelor of Science (B.S.), Computer Science
Drew Hayes, CFA Drew Hayes, CFA's Beal Bank Experience March 2009 - June 2012
Job Senior Vice President, Equipment Finance at Community Trust Bank
Industry Financial Services
Experience
Community Trust Bank October 2014 - Present
Alliance Partners June 2012 - September 2014
CSG Investments March 2009 - June 2012
Beal Bank March 2009 - June 2012
MedCapital Group January 2003 - February 2009
Rushmore Financial Group April 1999 - May 2002
Summit Trading, Inc. July 1997 - March 1999
Cornerstone Securities Corporation July 1995 - June 1997
Skills
Valuation, Capital Markets, Investments, Finance, Financial Modeling, Due Diligence, Credit, Fixed Income, Business Development, Portfolio Management, Financial Analysis, Start-ups, Loans, Mergers & Acquisitions, Acquisitions, Asset Management, Credit Analysis, Strategy, Financial Structuring, Loan Origination, Underwriting, Executive Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Texas at Dallas - Naveen Jindal School of Management
Bachelor of Science (BS), Business Administration
Community Trust Bank October 2014 - Present
Alliance Partners June 2012 - September 2014
CSG Investments March 2009 - June 2012
Beal Bank March 2009 - June 2012
MedCapital Group January 2003 - February 2009
Rushmore Financial Group April 1999 - May 2002
Summit Trading, Inc. July 1997 - March 1999
Cornerstone Securities Corporation July 1995 - June 1997
Skills
Valuation, Capital Markets, Investments, Finance, Financial Modeling, Due Diligence, Credit, Fixed Income, Business Development, Portfolio Management, Financial Analysis, Start-ups, Loans, Mergers & Acquisitions, Acquisitions, Asset Management, Credit Analysis, Strategy, Financial Structuring, Loan Origination, Underwriting, Executive Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Texas at Dallas - Naveen Jindal School of Management
Bachelor of Science (BS), Business Administration
Caroline Cranz's Beal Bank Experience August 2007 - April 2010
Job Vice President, Operations Risk & Controls Oversight at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage September 2013 - Present
Nationstar Mortgage February 2013 - September 2013
Nationstar Mortgage March 2012 - February 2013
Nationstar Mortgage March 2011 - March 2012
Beal Bank August 2007 - April 2010
Goldcrest Investments May 2007 - July 2007
Springboard Capital April 2006 - April 2007
Skills
Portfolio Management, Financial Modeling, Mergers & Acquisitions, Due Diligence, Investments, Finance, Loans, Mortgage Lending, Financial Risk, Business Development, Business Planning, Team Leadership, Insurance, Fixed Income, Executive Management, Equities, Risk Management, Financial Services, Management
Education
Flagler College 2004 — 2007
BA, Political Science with Pre-Law minor and Economics emphasis
Nationstar Mortgage September 2013 - Present
Nationstar Mortgage February 2013 - September 2013
Nationstar Mortgage March 2012 - February 2013
Nationstar Mortgage March 2011 - March 2012
Beal Bank August 2007 - April 2010
Goldcrest Investments May 2007 - July 2007
Springboard Capital April 2006 - April 2007
Skills
Portfolio Management, Financial Modeling, Mergers & Acquisitions, Due Diligence, Investments, Finance, Loans, Mortgage Lending, Financial Risk, Business Development, Business Planning, Team Leadership, Insurance, Fixed Income, Executive Management, Equities, Risk Management, Financial Services, Management
Education
Flagler College 2004 — 2007
BA, Political Science with Pre-Law minor and Economics emphasis
Nicole Lugar Nicole Lugar's Beal Bank Experience June 2008 - Present
Job Records Managment Specialist at Beal Bank
Industry Banking
Experience
Beal Bank June 2008 - Present
Gymboree 2005 - 2007
Skills
Records Management, Customer Service, Filing, File Management, OnBase, DokTrak, MasterTrak, Loan Locator, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Workflow
Education
University of North Texas 2007 — 2013
BA, Theatre/Theater
Collin County Community College 2008 — 2010
Beal Bank June 2008 - Present
Gymboree 2005 - 2007
Skills
Records Management, Customer Service, Filing, File Management, OnBase, DokTrak, MasterTrak, Loan Locator, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Workflow
Education
University of North Texas 2007 — 2013
BA, Theatre/Theater
Collin County Community College 2008 — 2010
Kyle Pierson Kyle Pierson's Beal Bank Experience July 2008 - November 2008
Job CSA at Johnson Controls
Industry Banking
Experience
Bank of America December 2009 - April 2014
Flagstar Bank May 2009 - December 2009
Beal Bank July 2008 - November 2008
GE Money Bank / WMC Mortgage July 2004 - June 2007
Washington Mutual Bank / Long Beach Mortgage December 2002 - July 2004
FirstPlus Financial 1996 - 1998
Skills
Team Management, Credit, Credit Risk, Vendor Management, Compliance, Portfolio Management, Mortgage Underwriting, Microsoft Excel, Financial Analysis, Customer Service, Loss Mitigation, Microsoft Office, Regulatory Requirements, Data Analysis, Negotiation, Process Improvement, Team Building, Microsoft Word, Appointment Scheduling, FNMA, Team Leadership, SharePoint, Meeting Scheduling, Underwriting, FHLMC, Notary Public, Banking, Short Sales, Deed in Lieu, Performance Appraisal, AS400 system, LPS, CFPB, Post Closing, Equator, Loans, Appraisals, Automated Underwriting..., Title Insurance, Consumer Lending, Wholesale Lending, Mortgage Default..., Mortgage Banking, Business Strategy
Education
Abilene Christian University 1986 — 1989
Marketing
The University of Texas at Arlington 1989 — 1991
Advertising
Bank of America December 2009 - April 2014
Flagstar Bank May 2009 - December 2009
Beal Bank July 2008 - November 2008
GE Money Bank / WMC Mortgage July 2004 - June 2007
Washington Mutual Bank / Long Beach Mortgage December 2002 - July 2004
FirstPlus Financial 1996 - 1998
Skills
Team Management, Credit, Credit Risk, Vendor Management, Compliance, Portfolio Management, Mortgage Underwriting, Microsoft Excel, Financial Analysis, Customer Service, Loss Mitigation, Microsoft Office, Regulatory Requirements, Data Analysis, Negotiation, Process Improvement, Team Building, Microsoft Word, Appointment Scheduling, FNMA, Team Leadership, SharePoint, Meeting Scheduling, Underwriting, FHLMC, Notary Public, Banking, Short Sales, Deed in Lieu, Performance Appraisal, AS400 system, LPS, CFPB, Post Closing, Equator, Loans, Appraisals, Automated Underwriting..., Title Insurance, Consumer Lending, Wholesale Lending, Mortgage Default..., Mortgage Banking, Business Strategy
Education
Abilene Christian University 1986 — 1989
Marketing
The University of Texas at Arlington 1989 — 1991
Advertising
Chris Boyd Chris Boyd's Beal Bank Experience March 2009 - October 2010
Job Director Acquisitions at Cawley Partners
Industry Commercial Real Estate
Experience
Cawley Partners February 2014 - Present
Canyon Road Capital / San Jacinto Partners (investment startups) October 2010 - February 2014
Beal Bank March 2009 - October 2010
Behringer Harvard June 2005 - December 2008
The Siegel Companies September 2003 - August 2004
First Industrial Realty Trust (NYSE: FR) February 2001 - August 2003
GE Capital Real Estate February 2000 - February 2001
UBS Brinson Realty Advisors January 1998 - February 2000
Skills
Due Diligence, Valuation, Financial Modeling, Argus Modeling, Disposition, Volunteering, Asset Management, Commercial Real Estate, Investments, Finance, Real Estate, Private Equity, Investment Properties, Acquisitions, Real Estate Economics, Financial Analysis, Loans, Sourcing Transactions, Property Management, Strategy, Brokerage, Real Estate Transactions, Leases, Dispositions
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA (full-time), Finance, Strategy & Entrepreneurship
Southern Methodist University 1993 — 1997
BS Economics, Economics with Financial Applications
Sweetwater, TX High School
Cawley Partners February 2014 - Present
Canyon Road Capital / San Jacinto Partners (investment startups) October 2010 - February 2014
Beal Bank March 2009 - October 2010
Behringer Harvard June 2005 - December 2008
The Siegel Companies September 2003 - August 2004
First Industrial Realty Trust (NYSE: FR) February 2001 - August 2003
GE Capital Real Estate February 2000 - February 2001
UBS Brinson Realty Advisors January 1998 - February 2000
Skills
Due Diligence, Valuation, Financial Modeling, Argus Modeling, Disposition, Volunteering, Asset Management, Commercial Real Estate, Investments, Finance, Real Estate, Private Equity, Investment Properties, Acquisitions, Real Estate Economics, Financial Analysis, Loans, Sourcing Transactions, Property Management, Strategy, Brokerage, Real Estate Transactions, Leases, Dispositions
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA (full-time), Finance, Strategy & Entrepreneurship
Southern Methodist University 1993 — 1997
BS Economics, Economics with Financial Applications
Sweetwater, TX High School
Marcus Allen Johnson Marcus Allen Johnson's Beal Bank Experience November 2009 - September 2014
Job Freelance Traveler at Self Employed
Industry Banking
Experience
Self Employed October 2014 - Present
Beal Bank November 2009 - September 2014
CENTURY 21 Award July 2012 - January 2014
Skills
Management, Microsoft Office, Leadership, Customer Service, Sales, Marketing, Marketing Strategy, Team Building, Social Media, PowerPoint
Education
San Diego State University-California State University 2007 — 2009
Bachelor's degree, Communication and Media Studies w/Minor in Political Science
Grossmont College 2002 — 2006
Associate's Degree
Grossmont High School 1998 — 2002
Self Employed October 2014 - Present
Beal Bank November 2009 - September 2014
CENTURY 21 Award July 2012 - January 2014
Skills
Management, Microsoft Office, Leadership, Customer Service, Sales, Marketing, Marketing Strategy, Team Building, Social Media, PowerPoint
Education
San Diego State University-California State University 2007 — 2009
Bachelor's degree, Communication and Media Studies w/Minor in Political Science
Grossmont College 2002 — 2006
Associate's Degree
Grossmont High School 1998 — 2002
Latonia Diaz Latonia Diaz's Beal Bank Experience May 2008 - March 2009
Job Mortgage Underwriter
Industry Financial Services
Experience
Treliant Risk Advisors October 2014 - Present
Wingspan Portfolio Advisors September 2013 - February 2014
Zingenuity December 2012 - May 2013
Fannie Mae April 2012 - December 2012
SunTrust Mortgage August 2010 - January 2012
Wells Fargo Home Mortgage May 2010 - August 2010
Bank of America November 2009 - May 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Beal Bank May 2008 - March 2009
New Century Mortgage April 2004 - May 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Refinance, Underwriting, Credit Analysis, Finance, Loan Servicing
Education
Dallas County Community College 1985 — 1987
Accounting
Treliant Risk Advisors October 2014 - Present
Wingspan Portfolio Advisors September 2013 - February 2014
Zingenuity December 2012 - May 2013
Fannie Mae April 2012 - December 2012
SunTrust Mortgage August 2010 - January 2012
Wells Fargo Home Mortgage May 2010 - August 2010
Bank of America November 2009 - May 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Beal Bank May 2008 - March 2009
New Century Mortgage April 2004 - May 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Refinance, Underwriting, Credit Analysis, Finance, Loan Servicing
Education
Dallas County Community College 1985 — 1987
Accounting
Stephen Costas Stephen Costas's Beal Bank Experience December 2013 - Present
Job General Counsel Banking Professional
Industry Banking
Experience
Beal Bank December 2013 - Present
Beal Bank 2013 - 2014
Beal Bank 2003 - 2013
CitiCapital Commercial Corporation September 1982 - April 2003
Skills
Contract Negotiation, Regulatory Affairs, Corporate Law, Litigation Management, Finance, Secured Transactions, Banking, Acquisitions, Capital Markets, Commercial Litigation, Commercial Real Estate, Due Diligence, Corporate Governance, Investment Banking, Investments, Joint Ventures, Loan Origination, Loan Servicing, Loans, Mergers, Securities
Education
Case Western Reserve University School of Law 1974 — 1977
Doctor of Law (JD), Law
Ohio Wesleyan University 1974 — 1977
Bachelor's degree, Philosophy
Beal Bank December 2013 - Present
Beal Bank 2013 - 2014
Beal Bank 2003 - 2013
CitiCapital Commercial Corporation September 1982 - April 2003
Skills
Contract Negotiation, Regulatory Affairs, Corporate Law, Litigation Management, Finance, Secured Transactions, Banking, Acquisitions, Capital Markets, Commercial Litigation, Commercial Real Estate, Due Diligence, Corporate Governance, Investment Banking, Investments, Joint Ventures, Loan Origination, Loan Servicing, Loans, Mergers, Securities
Education
Case Western Reserve University School of Law 1974 — 1977
Doctor of Law (JD), Law
Ohio Wesleyan University 1974 — 1977
Bachelor's degree, Philosophy
Carolyn Pratt's Beal Bank Experience November 1993 - March 1994
Job Financial Mgr and Customer Service at State Farm Insurance
Industry Insurance
Experience
Robert W Pratt Ins Agency Inc. January 2008 - Present
Stiles Valuation Services August 2013 - May 2014
BMO Harris Bank 1994 - 1996
Beal Bank November 1993 - March 1994
Bluebonnet Savings Bank April 1991 - November 1993
Bluebonnet Savings Bank 1991 - 1993
Skills
Insurance, Strategic Planning, Team Building, Health Insurance, Small Business, Sales Management, Customer Service, Property & Casualty..., Term Life Insurance, Professional Liability, Business Strategy, Negotiation, Microsoft Office, Employee Benefits, Risk Management, Financial Analysis, Analysis, Business Analysis, Executive Management, Data Analysis
Education
Louisiana State University 1979 — 1984
BS, Finance
Robert W Pratt Ins Agency Inc. January 2008 - Present
Stiles Valuation Services August 2013 - May 2014
BMO Harris Bank 1994 - 1996
Beal Bank November 1993 - March 1994
Bluebonnet Savings Bank April 1991 - November 1993
Bluebonnet Savings Bank 1991 - 1993
Skills
Insurance, Strategic Planning, Team Building, Health Insurance, Small Business, Sales Management, Customer Service, Property & Casualty..., Term Life Insurance, Professional Liability, Business Strategy, Negotiation, Microsoft Office, Employee Benefits, Risk Management, Financial Analysis, Analysis, Business Analysis, Executive Management, Data Analysis
Education
Louisiana State University 1979 — 1984
BS, Finance
Kyle Knox Kyle Knox's Beal Bank Experience December 2008 - August 2010
Job Principal & Executive Vice President at A10 Capital
Industry Real Estate
Experience
A10 Capital August 2010 - Present
Beal Bank December 2008 - August 2010
Morgan Stanley April 2005 - December 2008
Column Financial Credit Suisse November 2003 - April 2005
Goldman Sachs Commercial Mortgage Capital April 1998 - October 2003
New York Life January 1991 - April 1998
Skills
Commercial Mortgages, Mezzanine, Real Estate, Mortgage Lending, Mortgage Banking, Equities, Sellers, Real Estate Economics, Loans, Asset Managment, Disposition, CMBS, Due Diligence, Underwriting, Debt, Negotiations, Capital, Commercial Real Estate, Loan Origination, Finance, Real Estate Financing, Appraisals, Valuation, Capital Markets, Asset Management, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Investments, Securitization, Loan Servicing, Financial Analysis, Property Management, Brokerage, Mergers & Acquisitions, Credit, Financial Modeling, Property, Construction Loans, Commercial Lending, Portfolio Management, Private Equity, Structured Finance, Financial Structuring, Acquisitions, Bridge Loans, Location Intelligence, Corporate Real Estate, Argus Modeling
Education
Texas A&M University
BBA, Finance
Dallas Baptist University
MBA, Finance
A10 Capital August 2010 - Present
Beal Bank December 2008 - August 2010
Morgan Stanley April 2005 - December 2008
Column Financial Credit Suisse November 2003 - April 2005
Goldman Sachs Commercial Mortgage Capital April 1998 - October 2003
New York Life January 1991 - April 1998
Skills
Commercial Mortgages, Mezzanine, Real Estate, Mortgage Lending, Mortgage Banking, Equities, Sellers, Real Estate Economics, Loans, Asset Managment, Disposition, CMBS, Due Diligence, Underwriting, Debt, Negotiations, Capital, Commercial Real Estate, Loan Origination, Finance, Real Estate Financing, Appraisals, Valuation, Capital Markets, Asset Management, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Investments, Securitization, Loan Servicing, Financial Analysis, Property Management, Brokerage, Mergers & Acquisitions, Credit, Financial Modeling, Property, Construction Loans, Commercial Lending, Portfolio Management, Private Equity, Structured Finance, Financial Structuring, Acquisitions, Bridge Loans, Location Intelligence, Corporate Real Estate, Argus Modeling
Education
Texas A&M University
BBA, Finance
Dallas Baptist University
MBA, Finance
Jay Bigam Jay Bigam's Beal Bank Experience January 2001 - January 2003
Job General Project Manager
Industry Food & Beverages
Experience
Looking for new opportunities Project Manager / Key Account ManagerAPW Wyott / StandexJanuary 2004 - May 2015
Beal Bank January 2001 - January 2003
Joint Clinic January 2000 - January 2001
Durango Dance Studio January 1995 - January 2000
Pierson & Patterson January 1998 - January 1999
Skills
Project Planning, Project Management, Account Management, Management, Forecasting, Quality Control, Service Quality, Leadership, Investigation, Training, Risk Management, Time Management, Purchasing, Scheduling, Client Relations, Problem ID & Resolution, Process improvement..., Mortgage note document..., Performance reports, Creating master..., Service excellence, Execution, Reports, Spreadsheets, Microsoft Office, Research, Highly detail oriented, Supervising, Proactive with customer..., Sense of humor, Critical Thinking, Organizational..., Initiation, Self-starter, Multi Tasking, Analytical, Goal-driven leader, Records/document..., Business Management, Inventory Management, Strong work ethic, Creative, Integration Management, Thinking Outside The Box, Customer Maniac, Go-to person, Change Management, Team Building, Strategic Planning, Customer Service
Education
Sam Houston State University 1990 — 1992
Bachelor, Business Administration; Management
Sam Houston State University 1990 — 1992
BBA, Business Management
Looking for new opportunities Project Manager / Key Account ManagerAPW Wyott / StandexJanuary 2004 - May 2015
Beal Bank January 2001 - January 2003
Joint Clinic January 2000 - January 2001
Durango Dance Studio January 1995 - January 2000
Pierson & Patterson January 1998 - January 1999
Skills
Project Planning, Project Management, Account Management, Management, Forecasting, Quality Control, Service Quality, Leadership, Investigation, Training, Risk Management, Time Management, Purchasing, Scheduling, Client Relations, Problem ID & Resolution, Process improvement..., Mortgage note document..., Performance reports, Creating master..., Service excellence, Execution, Reports, Spreadsheets, Microsoft Office, Research, Highly detail oriented, Supervising, Proactive with customer..., Sense of humor, Critical Thinking, Organizational..., Initiation, Self-starter, Multi Tasking, Analytical, Goal-driven leader, Records/document..., Business Management, Inventory Management, Strong work ethic, Creative, Integration Management, Thinking Outside The Box, Customer Maniac, Go-to person, Change Management, Team Building, Strategic Planning, Customer Service
Education
Sam Houston State University 1990 — 1992
Bachelor, Business Administration; Management
Sam Houston State University 1990 — 1992
BBA, Business Management
Nancy Bowen Nancy Bowen's Beal Bank Experience July 2009 - Present
Job AVP Br Manager at Beal Bank
Industry Banking
Experience
Beal Bank July 2009 - Present
1st National Bank of Az June 2002 - September 2004
Wells Fargo January 1989 - September 2000
Skills
Coaching, Marketing, Outlook, Banking, Project Management, Loan Origination, Loans, Team Building, Small Business Lending, REO, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Real Estate, Sales, Retail Banking, Mortgage Lending, Management
Education
University of Miami 1972 — 1974
Design accounting
Lycoming College 1970 — 1971
Design
Beal Bank July 2009 - Present
1st National Bank of Az June 2002 - September 2004
Wells Fargo January 1989 - September 2000
Skills
Coaching, Marketing, Outlook, Banking, Project Management, Loan Origination, Loans, Team Building, Small Business Lending, REO, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Real Estate, Sales, Retail Banking, Mortgage Lending, Management
Education
University of Miami 1972 — 1974
Design accounting
Lycoming College 1970 — 1971
Design
Christian Bolanos's Beal Bank Experience May 2009 - August 2009
Job Student at Baylor University
Industry Higher Education
Experience
Phi Iota Alpha Fraternity, Inc. January 2014 - Present
Abercrombie & Fitch January 2010 - August 2012
Beal Bank May 2009 - August 2009
Skills
Bilingual, Remaining calm in a..., Motivated self-starter, Hands-on Problem Solver, Intercultural..., Positive Can-do Attitude, Quick Thinker, Peachtree, Adobe Creative Suite, Microsoft Office, Medical Writing, Non-profit Volunteer
Education
Baylor University 2011 — 2015
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
Brookhaven Community College 2012 — 2012
Phi Iota Alpha Fraternity, Inc. January 2014 - Present
Abercrombie & Fitch January 2010 - August 2012
Beal Bank May 2009 - August 2009
Skills
Bilingual, Remaining calm in a..., Motivated self-starter, Hands-on Problem Solver, Intercultural..., Positive Can-do Attitude, Quick Thinker, Peachtree, Adobe Creative Suite, Microsoft Office, Medical Writing, Non-profit Volunteer
Education
Baylor University 2011 — 2015
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
Brookhaven Community College 2012 — 2012
Eugene Soltan Eugene Soltan's Beal Bank Experience September 2007 - August 2008
Job Sr. Business Analyst at Foresight ASG
Industry Financial Services
Experience
Foresight ASG July 2014 - Present
VisualDNA Russia September 2012 - June 2014
Genesys (Alcatel-Lucent) May 2011 - May 2012
University of San Francisco March 2011 - January 2012
JPMorgan Chase July 2010 - March 2011
Beal Bank September 2007 - August 2008
World Savings Bank/Wachovia Bank April 2006 - August 2007
Skills
PowerPoint, Excel, Word, Salesforce.com, SAP, Mac OS X, Windows, Microsoft Excel, Customer Service, Accounting, Time Management, Finance, OS X, Teamwork, Risk Management, Sales, Analysis, Microsoft Word, Auditing, Sales Operations, Microsoft Office, Access, Data Analysis, Banking, QuickBooks, 1C, E-Conomic
Education
University of San Francisco 2010 — 2012
Bachelor of Science (BS), Finance
Irvine Valley College 2006 — 2009
Business Administration, Business Administration major
Universitatea Transilvania din Brașov
Foresight ASG July 2014 - Present
VisualDNA Russia September 2012 - June 2014
Genesys (Alcatel-Lucent) May 2011 - May 2012
University of San Francisco March 2011 - January 2012
JPMorgan Chase July 2010 - March 2011
Beal Bank September 2007 - August 2008
World Savings Bank/Wachovia Bank April 2006 - August 2007
Skills
PowerPoint, Excel, Word, Salesforce.com, SAP, Mac OS X, Windows, Microsoft Excel, Customer Service, Accounting, Time Management, Finance, OS X, Teamwork, Risk Management, Sales, Analysis, Microsoft Word, Auditing, Sales Operations, Microsoft Office, Access, Data Analysis, Banking, QuickBooks, 1C, E-Conomic
Education
University of San Francisco 2010 — 2012
Bachelor of Science (BS), Finance
Irvine Valley College 2006 — 2009
Business Administration, Business Administration major
Universitatea Transilvania din Brașov
Larry Walker, Master CMB Larry Walker, Master CMB's Beal Bank Experience March 2009 - August 2010
Job Managing Director, KPMG
Industry Financial Services
Experience
Mortgage Bankers Association November 1980 - Present
KPMG January 2014 - Present
Leadership Vistas International Ministries December 2012 - Present
LifePoint Church Plano 2006 - Present
Newbold Advisors September 2011 - December 2013
GENPACT August 2010 - August 2011
Beal Bank March 2009 - August 2010
BearingPoint Consulting December 2007 - March 2009
Willow Bend Foundation 2001 - 2007
Newdea 2001 - 2007
Skills
Strategy, Financial Services, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Business Strategy, Leadership, Business Development, Outsourcing, Mortgage Banking, Loans, Portfolio Management, Leadership Development, BPO, Finance, Banking, Credit, Management, Analysis, Business Process, Executive Management, Analytics, Refinance, Consulting, Risk Management, Sales, Business Process..., Consumer Lending, Process Improvement, Due Diligence, Loan Servicing, Vendor Management, Mortgage Servicing, Business Analysis, Financial Risk, Financial Analysis, Loss Mitigation, Underwriting, Strategic Planning, Real Estate
Education
MBA - School of Mortgage Banking 1990 — 2012
Master CMB, Mortgage Banking
University of Cambridge 2003 — 2003
International Housing Finance
University of Pennsylvania - The Wharton School 2000 — 2000
International Real Estate Finance
Babson College 1996 — 1996
Leadership Dynamics
The University of Akron 1976 — 1978
Business Administration & Management
Mortgage Bankers Association November 1980 - Present
KPMG January 2014 - Present
Leadership Vistas International Ministries December 2012 - Present
LifePoint Church Plano 2006 - Present
Newbold Advisors September 2011 - December 2013
GENPACT August 2010 - August 2011
Beal Bank March 2009 - August 2010
BearingPoint Consulting December 2007 - March 2009
Willow Bend Foundation 2001 - 2007
Newdea 2001 - 2007
Skills
Strategy, Financial Services, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Business Strategy, Leadership, Business Development, Outsourcing, Mortgage Banking, Loans, Portfolio Management, Leadership Development, BPO, Finance, Banking, Credit, Management, Analysis, Business Process, Executive Management, Analytics, Refinance, Consulting, Risk Management, Sales, Business Process..., Consumer Lending, Process Improvement, Due Diligence, Loan Servicing, Vendor Management, Mortgage Servicing, Business Analysis, Financial Risk, Financial Analysis, Loss Mitigation, Underwriting, Strategic Planning, Real Estate
Education
MBA - School of Mortgage Banking 1990 — 2012
Master CMB, Mortgage Banking
University of Cambridge 2003 — 2003
International Housing Finance
University of Pennsylvania - The Wharton School 2000 — 2000
International Real Estate Finance
Babson College 1996 — 1996
Leadership Dynamics
The University of Akron 1976 — 1978
Business Administration & Management
Cecilia Bolen Cecilia Bolen's Beal Bank Experience August 2000 - January 2002
Job Commercial Real Estate Asset Management & Underwriting
Industry Financial Services
Experience
Commercial Real Estate Consulting January 2013 - Present
NorthStar Realty Finance, Inc. March 2012 - January 2013
Berkadia Commercial Morgage, LLC October 2009 - March 2012
Midland Loan Services, Inc. October 2005 - October 2009
Washington Mutual Bank January 2002 - October 2005
Beal Bank August 2000 - January 2002
The J. E, Robert Companies August 1996 - October 1999
GE Capital 1995 - 1996
First Gibraltar Bank, now part of Citigroup January 1988 - August 1995
Skills
REO, Mortgage Lending, Real Estate, Asset Management, Commercial Real Estate..., Loans, Commercial Real Estate..., Sales, Commercial Real Estate, Loan Servicing, Underwriting, Loan Modifications, CMBS, Comercial Real Estate..., REO Sales, Defaulted Loan..., Commercial Real Estate..., Mortgage Underwriting, Manage Client..., Real Estate Transactions
Education
Oregon State University
Bachelor of Science (BS), Financial Management/Home Economics
Commercial Real Estate Consulting January 2013 - Present
NorthStar Realty Finance, Inc. March 2012 - January 2013
Berkadia Commercial Morgage, LLC October 2009 - March 2012
Midland Loan Services, Inc. October 2005 - October 2009
Washington Mutual Bank January 2002 - October 2005
Beal Bank August 2000 - January 2002
The J. E, Robert Companies August 1996 - October 1999
GE Capital 1995 - 1996
First Gibraltar Bank, now part of Citigroup January 1988 - August 1995
Skills
REO, Mortgage Lending, Real Estate, Asset Management, Commercial Real Estate..., Loans, Commercial Real Estate..., Sales, Commercial Real Estate, Loan Servicing, Underwriting, Loan Modifications, CMBS, Comercial Real Estate..., REO Sales, Defaulted Loan..., Commercial Real Estate..., Mortgage Underwriting, Manage Client..., Real Estate Transactions
Education
Oregon State University
Bachelor of Science (BS), Financial Management/Home Economics
Perry Hall Perry Hall's Beal Bank Experience October 2009 - December 2013
Job Senior Vice President PlainsCapital Bank
Industry Financial Services
Experience
PlainsCapital Bank December 2013 - Present
Beal Bank October 2009 - December 2013
Perry B. Hall Company, Inc. June 1997 - September 2009
McCaslin Properties, Inc. July 1991 - June 1997
Wagner & Brown, Ltd. December 1989 - July 1991
Trammell Crow Company August 1988 - December 1989
East Texas Savings & Loan (now Bank of America) May 1985 - August 1988
Skills
Due Diligence, Commercial Real Estate..., Mortgage Underwriting, Construction Loans, Commercial Real Estate..., Commercial Real Estate..., Real Estate Development, Real Estate Financing, Real Estate Transactions, Real Estate Private..., Investment Properties
Education
Southern Methodist University
Master of Business Administration (MBA), Finance
Texas Tech University School of Law
Doctor of Law (JD), Real Estate
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Finance
PlainsCapital Bank December 2013 - Present
Beal Bank October 2009 - December 2013
Perry B. Hall Company, Inc. June 1997 - September 2009
McCaslin Properties, Inc. July 1991 - June 1997
Wagner & Brown, Ltd. December 1989 - July 1991
Trammell Crow Company August 1988 - December 1989
East Texas Savings & Loan (now Bank of America) May 1985 - August 1988
Skills
Due Diligence, Commercial Real Estate..., Mortgage Underwriting, Construction Loans, Commercial Real Estate..., Commercial Real Estate..., Real Estate Development, Real Estate Financing, Real Estate Transactions, Real Estate Private..., Investment Properties
Education
Southern Methodist University
Master of Business Administration (MBA), Finance
Texas Tech University School of Law
Doctor of Law (JD), Real Estate
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Finance
Courtney Fisher, MS, SPHR's Beal Bank Experience September 2013 - March 2014
Job AVP, Human Resources at Caliber Home Loans
Industry Human Resources
Experience
Caliber Home Loans March 2014 - Present
Beal Bank September 2013 - March 2014
Ocwen Financial Corporation February 2013 - September 2013
GMAC ResCap January 2004 - February 2013
GMAC-RFC October 2005 - February 2007
Southwestern Oklahoma State University June 2000 - January 2003
Skills
Employee Relations, Recruiting, Employee Benefits, Workers Compensation, Leadership, Organizational Structure, Onboarding, Succession Planning, Employee Engagement, Performance Management, Human Resources, Leadership Development, Talent Acquisition, Talent Management, Organizational..., Process Improvement, Sourcing, Temporary Placement
Education
Kansas State University 2007 — 2009
Master's, Industrial / Organizational Psych
Southwestern Oklahoma State University 2000 — 2003
Bachelor's, Business
Caliber Home Loans March 2014 - Present
Beal Bank September 2013 - March 2014
Ocwen Financial Corporation February 2013 - September 2013
GMAC ResCap January 2004 - February 2013
GMAC-RFC October 2005 - February 2007
Southwestern Oklahoma State University June 2000 - January 2003
Skills
Employee Relations, Recruiting, Employee Benefits, Workers Compensation, Leadership, Organizational Structure, Onboarding, Succession Planning, Employee Engagement, Performance Management, Human Resources, Leadership Development, Talent Acquisition, Talent Management, Organizational..., Process Improvement, Sourcing, Temporary Placement
Education
Kansas State University 2007 — 2009
Master's, Industrial / Organizational Psych
Southwestern Oklahoma State University 2000 — 2003
Bachelor's, Business
Jason McKee Jason McKee's Beal Bank Experience October 2013 - December 2014
Job Infrastructure Architect at Corner Bakery Cafe
Industry Information Technology and Services
Experience
Corner Bakery Cafe January 2015 - Present
Beal Bank October 2013 - December 2014
MetroPCS, National Data Center October 2012 - October 2013
MetroPCS, National Data Center June 2010 - October 2012
metroPCS, Corporate August 2006 - June 2010
CompuCom October 2004 - August 2006
General Dynamics Information Technology September 2002 - September 2004
US Navy September 1996 - September 2002
Skills
Data Center, VMware, Servers, Virtualization, Microsoft Exchange, DNS, System Administration, Telecommunications, Troubleshooting, Active Directory, Storage, Software Documentation, Disaster Recovery, Switches, TCP/IP, High Availability, Hardware, Technical Support, IP, ITIL, Vendor Management, Software Installation, MCITP, MCSE 2003, Dell PowerEdge Servers, VMware ESX, Network Engineering, Network Security, IT Service Management, EMC Storage, Routers, Contract Negotiation, Linux, Wireless Networking, VCP 4, Infoblox, Personnel Management, Budgets, IT Operations Management, VCP3, VCP 3, Organization, Cisco ASA, Cisco Routers, Hyper-V, Cisco UCS, Compellent, Solarwinds
Education
University of North Texas 2012 — 2014
Bachelors of Applied Arts and Sciences (BAAS), Applied Technology and Performance Improvement, 3.923
Dallas County Community College 2010 — 2012
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Corner Bakery Cafe January 2015 - Present
Beal Bank October 2013 - December 2014
MetroPCS, National Data Center October 2012 - October 2013
MetroPCS, National Data Center June 2010 - October 2012
metroPCS, Corporate August 2006 - June 2010
CompuCom October 2004 - August 2006
General Dynamics Information Technology September 2002 - September 2004
US Navy September 1996 - September 2002
Skills
Data Center, VMware, Servers, Virtualization, Microsoft Exchange, DNS, System Administration, Telecommunications, Troubleshooting, Active Directory, Storage, Software Documentation, Disaster Recovery, Switches, TCP/IP, High Availability, Hardware, Technical Support, IP, ITIL, Vendor Management, Software Installation, MCITP, MCSE 2003, Dell PowerEdge Servers, VMware ESX, Network Engineering, Network Security, IT Service Management, EMC Storage, Routers, Contract Negotiation, Linux, Wireless Networking, VCP 4, Infoblox, Personnel Management, Budgets, IT Operations Management, VCP3, VCP 3, Organization, Cisco ASA, Cisco Routers, Hyper-V, Cisco UCS, Compellent, Solarwinds
Education
University of North Texas 2012 — 2014
Bachelors of Applied Arts and Sciences (BAAS), Applied Technology and Performance Improvement, 3.923
Dallas County Community College 2010 — 2012
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Latecia Hill's Beal Bank Experience 2008 - 2009
Job Chairman at Furaha, Inc.
Industry Nonprofit Organization Management
Experience
Furaha, Inc. September 2005 - Present
Wells Fargo Home Mortgage February 2009 - June 2012
Vantium Capital Inc 2010 - 2011
Beal Bank 2008 - 2009
ResMAE Mortgage Corporation 2006 - 2008
WMC Mortgage October 1997 - August 2005
Skills
Strategic Planning, Microsoft Office, Public Relations, Microsoft Excel, Public Speaking, Non-profits, Research, Project Management, Customer Service, Team Building, Budgets, Team Management, Business Strategy, Business Development, Project Planning
Education
Santa Monica College
Furaha, Inc. September 2005 - Present
Wells Fargo Home Mortgage February 2009 - June 2012
Vantium Capital Inc 2010 - 2011
Beal Bank 2008 - 2009
ResMAE Mortgage Corporation 2006 - 2008
WMC Mortgage October 1997 - August 2005
Skills
Strategic Planning, Microsoft Office, Public Relations, Microsoft Excel, Public Speaking, Non-profits, Research, Project Management, Customer Service, Team Building, Budgets, Team Management, Business Strategy, Business Development, Project Planning
Education
Santa Monica College
Daniel Chambers's Beal Bank Experience February 2001 - February 2003
Job Default Management
Industry Real Estate
Experience
Caliber Home Loans February 2014 - Present
Green tree servicing llc May 2013 - February 2014
MetLife Home Loans January 2012 - February 2014
MetLife Home Loans January 2012 - May 2013
Saxon Mortgage Services, Inc September 2011 - January 2012
Butler & Hosch, P.A May 2005 - November 2006
Homecomings Financial Network May 2004 - May 2005
Butler & Hosch, P.A March 2003 - May 2004
Beal Bank February 2001 - February 2003
Real Estate Service Center February 2000 - February 2001
Skills
Mortgage Servicing, Loss Mitigation, Loans, Default, Loan Servicing, LPS, Loan Modifications, Mortgage Lending, Foreclosures, Mortgage Banking, Underwriting, LPS Desktop, Mortgage Underwriting, Credit, Short Sales, Loan Origination, Residential Mortgages, Real Estate, FHA, Vendor Management, Refinance, Call Center, Bankruptcy, Process Improvement, Financial Risk, USDA, Portfolio Management, Executive Management
Education
Hardin-Simmons University 1991 — 1996
Bachelor of Science, Political Science and Government
Caliber Home Loans February 2014 - Present
Green tree servicing llc May 2013 - February 2014
MetLife Home Loans January 2012 - February 2014
MetLife Home Loans January 2012 - May 2013
Saxon Mortgage Services, Inc September 2011 - January 2012
Butler & Hosch, P.A May 2005 - November 2006
Homecomings Financial Network May 2004 - May 2005
Butler & Hosch, P.A March 2003 - May 2004
Beal Bank February 2001 - February 2003
Real Estate Service Center February 2000 - February 2001
Skills
Mortgage Servicing, Loss Mitigation, Loans, Default, Loan Servicing, LPS, Loan Modifications, Mortgage Lending, Foreclosures, Mortgage Banking, Underwriting, LPS Desktop, Mortgage Underwriting, Credit, Short Sales, Loan Origination, Residential Mortgages, Real Estate, FHA, Vendor Management, Refinance, Call Center, Bankruptcy, Process Improvement, Financial Risk, USDA, Portfolio Management, Executive Management
Education
Hardin-Simmons University 1991 — 1996
Bachelor of Science, Political Science and Government
Laura Hardison Laura Hardison's Beal Bank Experience June 2002 - December 2003
Job Formerly Special Servicing Manager at Tax Ease
Industry Financial Services
Experience
Tax Ease August 2006 - Present
Prudential Asset Resources March 2004 - August 2006
Beal Bank June 2002 - December 2003
Skills
Excellent Written and..., Loan..., Commercial Loan Asset..., Commercial Lending, Loan Servicing, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Short Sales, FHA, Banking, Training, Real Estate, First Time Home Buyers, Foreclosures, Financial Analysis, Residential Mortgages, Credit, Asset Management, REO, Finance
Education
Tarleton State University 1983 — 1985
Tax Ease August 2006 - Present
Prudential Asset Resources March 2004 - August 2006
Beal Bank June 2002 - December 2003
Skills
Excellent Written and..., Loan..., Commercial Loan Asset..., Commercial Lending, Loan Servicing, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Short Sales, FHA, Banking, Training, Real Estate, First Time Home Buyers, Foreclosures, Financial Analysis, Residential Mortgages, Credit, Asset Management, REO, Finance
Education
Tarleton State University 1983 — 1985
Kent Morstain's Beal Bank Experience February 2013 - March 2013
Job Systems Administrator at Community Supervision and Correction Services (CSCD) Tarrant County
Industry Information Technology and Services
Experience
Beal Bank February 2013 - March 2013
Ulterra Drilling Technologies L.P. September 2012 - December 2012
AffiliatedBank April 2012 - July 2012
OmniAmerican Bank April 2011 - March 2012
Stewart Title August 2009 - April 2011
Thumbtechs June 2008 - August 2009
myit.com May 2007 - May 2008
Fort Worth Transit Authority May 2006 - March 2007
XTO Energy May 2004 - February 2006
etalk Corporation March 1998 - May 2004
Skills
VMware Infrastructure, Windows Server 2008, Powershell Scripting, VMware, Active Directory, Cisco Technologies, Windows, Group Policy, Blackberry Enterprise..., Antivirus, Powershell, Windows Server, Windows 7, DNS, Storage Area Networks, Netbackup, Microsoft Exchange, VPN, VMware ESX, Network Administration, Microsoft SQL Server, DHCP, Disaster Recovery
Education
Arizona State University 1989 — 1993
BAE, Biology, 3.78
Beal Bank February 2013 - March 2013
Ulterra Drilling Technologies L.P. September 2012 - December 2012
AffiliatedBank April 2012 - July 2012
OmniAmerican Bank April 2011 - March 2012
Stewart Title August 2009 - April 2011
Thumbtechs June 2008 - August 2009
myit.com May 2007 - May 2008
Fort Worth Transit Authority May 2006 - March 2007
XTO Energy May 2004 - February 2006
etalk Corporation March 1998 - May 2004
Skills
VMware Infrastructure, Windows Server 2008, Powershell Scripting, VMware, Active Directory, Cisco Technologies, Windows, Group Policy, Blackberry Enterprise..., Antivirus, Powershell, Windows Server, Windows 7, DNS, Storage Area Networks, Netbackup, Microsoft Exchange, VPN, VMware ESX, Network Administration, Microsoft SQL Server, DHCP, Disaster Recovery
Education
Arizona State University 1989 — 1993
BAE, Biology, 3.78
Amy Schornack Amy Schornack's Beal Bank Experience June 2009 - August 2009
Job Underwriter at ACE Group
Industry Insurance
Experience
ACE Group October 2013 - Present
ACE Group June 2012 - October 2013
Lockton Companies June 2011 - August 2011
Univesco Inc June 2010 - August 2010
Beal Bank June 2009 - August 2009
Skills
Stata, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Data Analysis, Spanish, Analysis, Financial Analysis, Microsoft Word, Statistics, Research, Leadership, Insurance, Property & Casualty...
Education
Colorado College 2008 — 2012
Bachelor of Arts, Economics and Business
Ursuline Academy of Dallas 2004 — 2008
ACE Group October 2013 - Present
ACE Group June 2012 - October 2013
Lockton Companies June 2011 - August 2011
Univesco Inc June 2010 - August 2010
Beal Bank June 2009 - August 2009
Skills
Stata, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Data Analysis, Spanish, Analysis, Financial Analysis, Microsoft Word, Statistics, Research, Leadership, Insurance, Property & Casualty...
Education
Colorado College 2008 — 2012
Bachelor of Arts, Economics and Business
Ursuline Academy of Dallas 2004 — 2008
Laura Tyrrell Laura Tyrrell's Beal Bank Experience January 2010 - December 2012
Job Partner For Your Financial Success!
Industry Banking
Experience
Rockland Trust March 2015 - Present
Digital Federal Credit Union September 2013 - March 2015
Reading Co-operative Bank April 2012 - September 2013
Beal Bank January 2010 - December 2012
Santander Bank, N.A. 2009 - 2010
Citizens Bank 2008 - 2009
Valvoline Instant Oil Change 2004 - 2007
Cohen Productions 2002 - 2006
Skills
Retail Banking, Commercial Banking, Cash Management, Customer Service, Banking, Credit Analysis, Credit, Loans, Consumer Lending, Loan Origination, Cross Selling, Sales, Management, Branch Banking, Branch Management, Underwriting, Commercial Lending, Small Business Lending
Education
Boston College
West Virginia University
Wellesley High School
Rockland Trust March 2015 - Present
Digital Federal Credit Union September 2013 - March 2015
Reading Co-operative Bank April 2012 - September 2013
Beal Bank January 2010 - December 2012
Santander Bank, N.A. 2009 - 2010
Citizens Bank 2008 - 2009
Valvoline Instant Oil Change 2004 - 2007
Cohen Productions 2002 - 2006
Skills
Retail Banking, Commercial Banking, Cash Management, Customer Service, Banking, Credit Analysis, Credit, Loans, Consumer Lending, Loan Origination, Cross Selling, Sales, Management, Branch Banking, Branch Management, Underwriting, Commercial Lending, Small Business Lending
Education
Boston College
West Virginia University
Wellesley High School
Maria Letheby Maria Letheby's Beal Bank Experience September 2000 - January 2005
Job Investment Management Professional
Industry Investment Management
Experience
Prudential Capital Group 2005 - 2012
Beal Bank September 2000 - January 2005
Skills
Multi Tasking, Microsoft Excel, Bilingual, Eye for Details, Team Building, Training, Teamwork, Customer Satisfaction, Account Reconciliation, Cash Management, Financial Modeling, Management, Portfolio Management
Education
El Centro College 2012 — 2013
Invasive Cardiovascular, Allied Medical Sciences
Universidad de Puerto Rico 1981 — 1990
BBA, Finance, General
Prudential Capital Group 2005 - 2012
Beal Bank September 2000 - January 2005
Skills
Multi Tasking, Microsoft Excel, Bilingual, Eye for Details, Team Building, Training, Teamwork, Customer Satisfaction, Account Reconciliation, Cash Management, Financial Modeling, Management, Portfolio Management
Education
El Centro College 2012 — 2013
Invasive Cardiovascular, Allied Medical Sciences
Universidad de Puerto Rico 1981 — 1990
BBA, Finance, General
Jennifer (Smith) Cole Jennifer (Smith) Cole's Beal Bank Experience January 2013 - May 2013
Job Executive Assistant to EVP/General Counsel at Glazer's Distributors
Industry Events Services
Experience
Glazer's Distributors July 2014 - Present
BenefitMall July 2013 - June 2014
Beal Bank January 2013 - May 2013
PlainsCapital Bank October 2006 - December 2012
MedAssets January 2004 - October 2006
Broadlane 2004 - 2006
Broadlane 2004 - 2006
Bank of America August 2000 - November 2002
Skills
Microsoft Office, Event Planning, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Publisher, Visio, Customer Service, Project Planning, Budgets, Contract Negotiation, Teamwork, Time Management, Training, Management, Sales, Corporate Communications, Adobe Acrobat, Internet Explorer, Risk Management, Employee Relations, Social Networking, Event Management, iPhone, Mac, iPad, Apple Safari, Firefox, Microsoft Publisher, Microsoft Visio
Education
Richland Community College 2009 — 2014
AAS
Tarrant County College 1999 — 2001
Associate of Applied Science
Texas Woman's University 1995 — 1998
Glazer's Distributors July 2014 - Present
BenefitMall July 2013 - June 2014
Beal Bank January 2013 - May 2013
PlainsCapital Bank October 2006 - December 2012
MedAssets January 2004 - October 2006
Broadlane 2004 - 2006
Broadlane 2004 - 2006
Bank of America August 2000 - November 2002
Skills
Microsoft Office, Event Planning, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Publisher, Visio, Customer Service, Project Planning, Budgets, Contract Negotiation, Teamwork, Time Management, Training, Management, Sales, Corporate Communications, Adobe Acrobat, Internet Explorer, Risk Management, Employee Relations, Social Networking, Event Management, iPhone, Mac, iPad, Apple Safari, Firefox, Microsoft Publisher, Microsoft Visio
Education
Richland Community College 2009 — 2014
AAS
Tarrant County College 1999 — 2001
Associate of Applied Science
Texas Woman's University 1995 — 1998
Cayman Clevenger's Beal Bank Experience August 2014 - December 2014
Job Graduate of the SMU Dedman School of Law with honors
Industry Law Practice
Experience
Latter & Blum August 2012 - Present
SMU Dedman School of Law August 2012 - May 2015
Beal Bank August 2014 - December 2014
The Attig Law Firm March 2014 - May 2014
Orleans Parish District Attorney's Office June 2013 - August 2013
Arc Enterprises of Greater New Orleans / The Vintage Garden Kitchen August 2011 - May 2012
Skills
Westlaw, Lexis, Microsoft Office, Web Design, Graphic Design, Legal Research, Legal Writing, Moot Court, Public Speaking, Video Editing, Political Science, PowerPoint, Real Estate, Research, Mediation, Torts
Education
Southern Methodist University Dedman School of Law 2012 — 2015
Doctor of Law (J.D.) Candidate
Tulane University 2009 — 2012
Bachelor of Arts (B.A.), History
Loyola College Prep
Latter & Blum August 2012 - Present
SMU Dedman School of Law August 2012 - May 2015
Beal Bank August 2014 - December 2014
The Attig Law Firm March 2014 - May 2014
Orleans Parish District Attorney's Office June 2013 - August 2013
Arc Enterprises of Greater New Orleans / The Vintage Garden Kitchen August 2011 - May 2012
Skills
Westlaw, Lexis, Microsoft Office, Web Design, Graphic Design, Legal Research, Legal Writing, Moot Court, Public Speaking, Video Editing, Political Science, PowerPoint, Real Estate, Research, Mediation, Torts
Education
Southern Methodist University Dedman School of Law 2012 — 2015
Doctor of Law (J.D.) Candidate
Tulane University 2009 — 2012
Bachelor of Arts (B.A.), History
Loyola College Prep
Blake Latson Blake Latson's Beal Bank Experience 2010 - 2012
Job Investment Professional | Corporate Finance | Treasury Management
Industry Investment Management
Experience
Undisclosed Clients August 2012 - Present
Beal Bank 2010 - 2012
CSG Investments March 2009 - February 2010
Security Savings Bank 2007 - 2009
CSG Investments 2005 - 2007
Merrill Lynch January 2003 - December 2004
Southwest Securities 2000 - 2002
JCPenney 1995 - 2000
Deluxe Corporation 1989 - 1993
Skills
Investment Management, Portfolio Management, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Hedge Funds, Distressed Debt, Senior Debt, Fixed Income, Underwriting, Bonds, Commercial Banking, Credit, Financial Structuring, Mergers, Capital Structure, Loan Origination, Commercial Real Estate, REIT, Treasury Management, Loans, Banking, Securities, Mergers & Acquisitions, Valuation, Asset Management, Investments, Finance, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, International Business
Undisclosed Clients August 2012 - Present
Beal Bank 2010 - 2012
CSG Investments March 2009 - February 2010
Security Savings Bank 2007 - 2009
CSG Investments 2005 - 2007
Merrill Lynch January 2003 - December 2004
Southwest Securities 2000 - 2002
JCPenney 1995 - 2000
Deluxe Corporation 1989 - 1993
Skills
Investment Management, Portfolio Management, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Hedge Funds, Distressed Debt, Senior Debt, Fixed Income, Underwriting, Bonds, Commercial Banking, Credit, Financial Structuring, Mergers, Capital Structure, Loan Origination, Commercial Real Estate, REIT, Treasury Management, Loans, Banking, Securities, Mergers & Acquisitions, Valuation, Asset Management, Investments, Finance, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, International Business
Laura Prange Laura Prange's Beal Bank Experience March 2011 - Present
Job Branch Manager at Beal Bank
Industry Banking
Experience
Beal Bank March 2011 - Present
Webster Bank December 2009 - May 2010
Sovereign Bank 2003 - 2009
Independence Community Bank 2003 - 2009
Bank of New York Mellon June 1989 - January 2003
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Credit, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Loan Origination, Portfolio Management, Refinance, AML, Branch Banking, Commercial Mortgages, Finance, Underwriting, Cross Selling, Treasury Management, Relationship Management, Deposits, Internet Banking, Financial Services, Branch Management, Mortgage Banking, Risk Management, Credit Risk, Investments, Residential Mortgages, Cash Management, Lines Of Credit, Construction Loans, Bank Secrecy Act
Education
Old Dominion University 1986 — 1989
Management and Finance
Woodlands High School
Beal Bank March 2011 - Present
Webster Bank December 2009 - May 2010
Sovereign Bank 2003 - 2009
Independence Community Bank 2003 - 2009
Bank of New York Mellon June 1989 - January 2003
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Credit, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Loan Origination, Portfolio Management, Refinance, AML, Branch Banking, Commercial Mortgages, Finance, Underwriting, Cross Selling, Treasury Management, Relationship Management, Deposits, Internet Banking, Financial Services, Branch Management, Mortgage Banking, Risk Management, Credit Risk, Investments, Residential Mortgages, Cash Management, Lines Of Credit, Construction Loans, Bank Secrecy Act
Education
Old Dominion University 1986 — 1989
Management and Finance
Woodlands High School
M. Christian Cullum's Beal Bank Experience June 2009 - August 2009
Job Vice President & Underwriting at EDGE Realty Capital Markets
Industry Real Estate
Experience
EDGE Realty Capital Markets February 2012 - Present
Berkadia - Investment Client Services April 2011 - February 2012
Rainier Capital Management May 2010 - April 2011
Beal Bank June 2009 - August 2009
Cullum Construction Company, Inc January 2007 - August 2008
General Dynamics August 2004 - January 2007
US Small Business Administration May 2003 - March 2004
U.S. Department of State January 2001 - January 2003
Bush-Cheney 2000 February 2000 - January 2001
Skills
Due Diligence, Real Estate, Investments, Underwriting, Financial Modeling, Financial Analysis, ARGUS, Acquisitions, Dispositions, Disposition, Finance, Portfolio Management, Investment Properties, Commercial Real Estate, Asset Management, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance, Real Estate, Strategy
Georgetown University 1995 — 1999
Bachelor of Science in Foreign Service, International Politics
St. Mark's School of Texas 1991 — 1995
Diploma
EDGE Realty Capital Markets February 2012 - Present
Berkadia - Investment Client Services April 2011 - February 2012
Rainier Capital Management May 2010 - April 2011
Beal Bank June 2009 - August 2009
Cullum Construction Company, Inc January 2007 - August 2008
General Dynamics August 2004 - January 2007
US Small Business Administration May 2003 - March 2004
U.S. Department of State January 2001 - January 2003
Bush-Cheney 2000 February 2000 - January 2001
Skills
Due Diligence, Real Estate, Investments, Underwriting, Financial Modeling, Financial Analysis, ARGUS, Acquisitions, Dispositions, Disposition, Finance, Portfolio Management, Investment Properties, Commercial Real Estate, Asset Management, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance, Real Estate, Strategy
Georgetown University 1995 — 1999
Bachelor of Science in Foreign Service, International Politics
St. Mark's School of Texas 1991 — 1995
Diploma
Chris Shockley Chris Shockley's Beal Bank Experience March 2008 - June 2009
Job Certified Mortgage Specialist
Industry Banking
Experience
GMAC Mortgage March 2011 - Present
Fannie Mae January 2010 - June 2010
Beal Bank March 2008 - June 2009
Washington Mutual 2000 - 2008
Education
Seattle Pacific University 1998 — 2002
Bachelors, Accounting/Finance
West Seattle High School 1990 — 1994
GMAC Mortgage March 2011 - Present
Fannie Mae January 2010 - June 2010
Beal Bank March 2008 - June 2009
Washington Mutual 2000 - 2008
Education
Seattle Pacific University 1998 — 2002
Bachelors, Accounting/Finance
West Seattle High School 1990 — 1994
Mario Fegan Mario Fegan's Beal Bank Experience September 2011 - August 2012
Job Manager, Investor Reporting at Carrington Mortgage Services
Industry Financial Services
Experience
Carrington Mortgage Services November 2013 - Present
Ally Financial Inc. October 2012 - April 2013
Beal Bank September 2011 - August 2012
Mario Fegan Insurance Agency December 2009 - September 2011
Impac Funding Corporation June 1998 - October 2008
Impac Mortgage Holdings 1998 - 2008
Indymac Bank May 1995 - June 1998
Countrywide Home Loans September 1987 - May 1995
Countrywide Funding Corporation September 1987 - May 1995
Skills
Mortgage Servicing, Loan Servicing, Project Planning, Microsoft Office, Business Analysis, Investor Reporting, LPS, Management, Department Management, SBO 2000 software expert, Mortgage Servicing..., Cash Management, Account Reconciliation, Project Management, Vendor Management, Mortgage Banking, CaliberRM, Troubleshooting, Loan Origination, Banking, Risk Management, Analysis, Portfolio Management, Mortgage Lending, VA loans, Residential Mortgages, Leadership, Loss Mitigation, Software Documentation, FHA, Commercial Mortgages, Finance, Credit, USDA, Commercial Lending, Credit Analysis, Underwriting, Financial Services, Mortgage Underwriting, Refinance, Credit Risk, FHA financing, Financial Structuring, Real Estate Financing
Education
University of California, Irvine 2008 — 2009
Project Management Certificate, Project Management Professional
California State University-Fullerton 1981 — 1987
Carrington Mortgage Services November 2013 - Present
Ally Financial Inc. October 2012 - April 2013
Beal Bank September 2011 - August 2012
Mario Fegan Insurance Agency December 2009 - September 2011
Impac Funding Corporation June 1998 - October 2008
Impac Mortgage Holdings 1998 - 2008
Indymac Bank May 1995 - June 1998
Countrywide Home Loans September 1987 - May 1995
Countrywide Funding Corporation September 1987 - May 1995
Skills
Mortgage Servicing, Loan Servicing, Project Planning, Microsoft Office, Business Analysis, Investor Reporting, LPS, Management, Department Management, SBO 2000 software expert, Mortgage Servicing..., Cash Management, Account Reconciliation, Project Management, Vendor Management, Mortgage Banking, CaliberRM, Troubleshooting, Loan Origination, Banking, Risk Management, Analysis, Portfolio Management, Mortgage Lending, VA loans, Residential Mortgages, Leadership, Loss Mitigation, Software Documentation, FHA, Commercial Mortgages, Finance, Credit, USDA, Commercial Lending, Credit Analysis, Underwriting, Financial Services, Mortgage Underwriting, Refinance, Credit Risk, FHA financing, Financial Structuring, Real Estate Financing
Education
University of California, Irvine 2008 — 2009
Project Management Certificate, Project Management Professional
California State University-Fullerton 1981 — 1987
Lea McCoy Lea McCoy's Beal Bank Experience February 2008 - March 2010
Job Admin. Remedies Specialist at Michaelson, Connor, & Boul
Industry Financial Services
Experience
Michaelson, Connor, & Boul September 2010 - October 2012
Bank of America June 2009 - June 2010
Beal Bank February 2008 - March 2010
Bank of America 2009 - 2009
Washington Mutual March 2007 - December 2007
First Magnus Financial May 2005 - June 2006
Sebring Capital August 2001 - April 2005
Citifinancial November 1998 - August 2001
Ameriquest Mortgage 1996 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Credit, Loss Mitigation, Residential Mortgages, Underwriting, Mortgage Underwriting, Refinance, USDA, Banking, Credit Analysis, Mortgage Servicing, Due Diligence, Investment Properties, Foreclosures, Construction Loans, Credit Risk, Risk Management
Education
Oklahoma State University 1999 — 2001
Almost, Liberal Art Education
Cameron University 1986 — 1987
assoc, Liberal arts
MacArthur HS 1984 — 1987
Michaelson, Connor, & Boul September 2010 - October 2012
Bank of America June 2009 - June 2010
Beal Bank February 2008 - March 2010
Bank of America 2009 - 2009
Washington Mutual March 2007 - December 2007
First Magnus Financial May 2005 - June 2006
Sebring Capital August 2001 - April 2005
Citifinancial November 1998 - August 2001
Ameriquest Mortgage 1996 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Credit, Loss Mitigation, Residential Mortgages, Underwriting, Mortgage Underwriting, Refinance, USDA, Banking, Credit Analysis, Mortgage Servicing, Due Diligence, Investment Properties, Foreclosures, Construction Loans, Credit Risk, Risk Management
Education
Oklahoma State University 1999 — 2001
Almost, Liberal Art Education
Cameron University 1986 — 1987
assoc, Liberal arts
MacArthur HS 1984 — 1987
Keith Jermyn Keith Jermyn's Beal Bank Experience May 2012 - November 2012
Job Account Support Representative
Industry Staffing and Recruiting
Experience
CDI Global Staffing Services May 2013 - Present
Beal Bank May 2012 - November 2012
Teletrac July 2009 - March 2012
Aguirre Roden, Inc. June 2008 - April 2009
Farley's & Sathers Candy Company April 2007 - May 2008
Efore, USA May 2006 - September 2006
Skilled Services September 1997 - May 2006
US Army April 1976 - October 1997
Skills
Microsoft Word, Customer Service, Payroll, Microsoft Office, Microsoft Excel, PowerPoint, Training, Human Resources, Accounts Payable, Benefits Administration, Recruiting, Sales, Interviews, Employee Relations, Employee Benefits, Onboarding, Team Building, Management, Budgets, Leadership, Applicant Tracking..., Data Entry, New Hire Orientations, Temporary Staffing, Staffing Services, Administrative..., Temporary Placement, Time Management
Education
American InterContinental University 2006 — 2007
Associates, Business Administration
Columbia College 1990 — 1992
None, Computer Information Systems
John Marshall High School 1972 — 1976
High School Diploma, General
CDI Global Staffing Services May 2013 - Present
Beal Bank May 2012 - November 2012
Teletrac July 2009 - March 2012
Aguirre Roden, Inc. June 2008 - April 2009
Farley's & Sathers Candy Company April 2007 - May 2008
Efore, USA May 2006 - September 2006
Skilled Services September 1997 - May 2006
US Army April 1976 - October 1997
Skills
Microsoft Word, Customer Service, Payroll, Microsoft Office, Microsoft Excel, PowerPoint, Training, Human Resources, Accounts Payable, Benefits Administration, Recruiting, Sales, Interviews, Employee Relations, Employee Benefits, Onboarding, Team Building, Management, Budgets, Leadership, Applicant Tracking..., Data Entry, New Hire Orientations, Temporary Staffing, Staffing Services, Administrative..., Temporary Placement, Time Management
Education
American InterContinental University 2006 — 2007
Associates, Business Administration
Columbia College 1990 — 1992
None, Computer Information Systems
John Marshall High School 1972 — 1976
High School Diploma, General
Khadija Zini's Beal Bank Experience May 2013 - October 2013
Job Personal banker
Industry Financial Services
Experience
Citibank October 2013 - Present
Beal Bank May 2013 - October 2013
PNC November 2012 - May 2013
University of Dubai 2011 - 2012
Fifth Third Bank 2006 - 2011
Macy's 2005 - 2006
Education
College of DuPage 2013 — 2015
Associate of Arts (AA)
Citibank October 2013 - Present
Beal Bank May 2013 - October 2013
PNC November 2012 - May 2013
University of Dubai 2011 - 2012
Fifth Third Bank 2006 - 2011
Macy's 2005 - 2006
Education
College of DuPage 2013 — 2015
Associate of Arts (AA)
Steven Harper Steven Harper's Beal Bank Experience 1995 - 1998
Job CFO at New Golf Ventures
Industry Health, Wellness and Fitness
Experience
New Golf Ventures January 2015 - Present
WoodBolt Distributing August 2012 - Present
S/G Financial August 2011 - Present
Brazos Valley Bank, NA July 2004 - April 2010
First American Bank November 1998 - May 2003
Beal Bank 1995 - 1998
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Portfolio Management, Banking, Real Estate, Investment Properties, Asset Based Lending, Leadership, Loan Origination, Marketing, Risk Management, Private Banking, Financial Analysis, Cash Management, Valuation, Executive Management, Negotiation, Loan Servicing, Structured Finance, Sales, Treasury Management, Financial Modeling, Investments, Finance, Credit Analysis, Mortgage Lending, Acquisitions, Real Estate Economics, Mergers & Acquisitions, Underwriting, REO, Due Diligence, Private Equity, Auditing, Small Business, Asset Management, Commercial Real Estate, Financial Services, Strategic Financial..., Divestitures
Education
Oklahoma State University 1978 — 1981
B.S. Finance, Finance/Business Law
New Golf Ventures January 2015 - Present
WoodBolt Distributing August 2012 - Present
S/G Financial August 2011 - Present
Brazos Valley Bank, NA July 2004 - April 2010
First American Bank November 1998 - May 2003
Beal Bank 1995 - 1998
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Portfolio Management, Banking, Real Estate, Investment Properties, Asset Based Lending, Leadership, Loan Origination, Marketing, Risk Management, Private Banking, Financial Analysis, Cash Management, Valuation, Executive Management, Negotiation, Loan Servicing, Structured Finance, Sales, Treasury Management, Financial Modeling, Investments, Finance, Credit Analysis, Mortgage Lending, Acquisitions, Real Estate Economics, Mergers & Acquisitions, Underwriting, REO, Due Diligence, Private Equity, Auditing, Small Business, Asset Management, Commercial Real Estate, Financial Services, Strategic Financial..., Divestitures
Education
Oklahoma State University 1978 — 1981
B.S. Finance, Finance/Business Law
David Bourbonnais David Bourbonnais's Beal Bank Experience February 2011 - 2011
Job Principal
Industry Human Resources
Experience
Bourbonn Ventures LLC May 2014 - Present
Beal Bank February 2011 - 2011
Excelacom 2007 - 2011
Beal Bank 2004 - 2007
Skills
Talent Acquisition, Performance Management, Employee Relations, Interviewing, Process Improvement, Interviews, Recruiting, Leadership, Management, Human Resources, Benefits Negotiation, Vendor Management, Talent Management, Technical Recruiting, Mergers & Acquisitions, Onboarding, Temporary Placement, Executive Search, Project Management, Change Management, Sourcing, Applicant Tracking..., Business Strategy, Personnel Management
Education
University of Oklahoma 1971 — 1973
M.Ed., Secondary Education
Oklahoma State University 1968 — 1971
BS, Secondary Education
Bourbonn Ventures LLC May 2014 - Present
Beal Bank February 2011 - 2011
Excelacom 2007 - 2011
Beal Bank 2004 - 2007
Skills
Talent Acquisition, Performance Management, Employee Relations, Interviewing, Process Improvement, Interviews, Recruiting, Leadership, Management, Human Resources, Benefits Negotiation, Vendor Management, Talent Management, Technical Recruiting, Mergers & Acquisitions, Onboarding, Temporary Placement, Executive Search, Project Management, Change Management, Sourcing, Applicant Tracking..., Business Strategy, Personnel Management
Education
University of Oklahoma 1971 — 1973
M.Ed., Secondary Education
Oklahoma State University 1968 — 1971
BS, Secondary Education
Kyle Jackson, CPA Kyle Jackson, CPA's Beal Bank Experience April 2013 - August 2014
Job President at Kyle C. Jackson, CPA, PC
Industry Accounting
Experience
Kyle C. Jackson, CPA, PC October 2014 - Present
Sherri Owen-Calaway, C.P.A., P.C. September 2014 - October 2014
Beal Bank April 2013 - August 2014
Finley & Cook June 2009 - April 2013
Troy Kent Davis, CPA May 2008 - May 2009
Skills
Payroll, Tax Preparation, Microsoft Excel, Auditing, Financial Reporting, Internal Controls, FASB Accounting..., CPA, Financial Statements, Payroll Taxes, Tax Returns, Accounting, QuickBooks, General Ledger, Financial Accounting, GAAP
Education
Northeastern State University 2004 — 2009
BBA, Accounting
Kyle C. Jackson, CPA, PC October 2014 - Present
Sherri Owen-Calaway, C.P.A., P.C. September 2014 - October 2014
Beal Bank April 2013 - August 2014
Finley & Cook June 2009 - April 2013
Troy Kent Davis, CPA May 2008 - May 2009
Skills
Payroll, Tax Preparation, Microsoft Excel, Auditing, Financial Reporting, Internal Controls, FASB Accounting..., CPA, Financial Statements, Payroll Taxes, Tax Returns, Accounting, QuickBooks, General Ledger, Financial Accounting, GAAP
Education
Northeastern State University 2004 — 2009
BBA, Accounting
Jennie Webb's Beal Bank Experience December 2013 - Present
Job Infrastructure Team Manager at Beal Bank
Industry Information Technology and Services
Experience
Beal Bank December 2013 - Present
1st Global June 2013 - December 2013
Ocwen Financial Corporation June 2008 - June 2013
PFSWeb March 2007 - March 2008
GMAC ResCap February 2000 - January 2007
Electronic Data Systems March 1998 - February 2000
AST Computer Corporation February 1996 - March 1998
Skills
ITIL, IT Service Management, Data Center, SOX, SAS70, Vendor Management, IT Management, Team Building, Integration, SharePoint, Servers, Process Improvement, Change Management, IT Operations, Business Process, IT Governance, Visio, Team Leadership, Troubleshooting, Disaster Recovery, Governance, Sarbanes-Oxley Act, Project Management, System Administration, PMO, Project Portfolio..., Enterprise Architecture, Business Analysis, Requirements Analysis, Software Documentation, Incident Management, IT Strategy, Networking, Strategy, PMP, Active Directory, Enterprise Software, Service Management, System Deployment, Business Intelligence, Infrastructure, CRM, Outsourcing, Six Sigma, Project Planning, Business Process..., Information Technology, Management, Leadership, Databases
Education
The University of Texas at Dallas - School of Management 2007 — 2013
Bachelor of Arts (BA), Business Administration
Collin County Community College 1998 — 2000
Associate of Arts, General Studies
Beal Bank December 2013 - Present
1st Global June 2013 - December 2013
Ocwen Financial Corporation June 2008 - June 2013
PFSWeb March 2007 - March 2008
GMAC ResCap February 2000 - January 2007
Electronic Data Systems March 1998 - February 2000
AST Computer Corporation February 1996 - March 1998
Skills
ITIL, IT Service Management, Data Center, SOX, SAS70, Vendor Management, IT Management, Team Building, Integration, SharePoint, Servers, Process Improvement, Change Management, IT Operations, Business Process, IT Governance, Visio, Team Leadership, Troubleshooting, Disaster Recovery, Governance, Sarbanes-Oxley Act, Project Management, System Administration, PMO, Project Portfolio..., Enterprise Architecture, Business Analysis, Requirements Analysis, Software Documentation, Incident Management, IT Strategy, Networking, Strategy, PMP, Active Directory, Enterprise Software, Service Management, System Deployment, Business Intelligence, Infrastructure, CRM, Outsourcing, Six Sigma, Project Planning, Business Process..., Information Technology, Management, Leadership, Databases
Education
The University of Texas at Dallas - School of Management 2007 — 2013
Bachelor of Arts (BA), Business Administration
Collin County Community College 1998 — 2000
Associate of Arts, General Studies
Paul Jankovsky, Jr. Paul Jankovsky, Jr.'s Beal Bank Experience October 2008 - February 2011
Job Managing Principal
Industry Financial Services
Experience
J M Advisors, LLC February 2008 - Present
Walker & Dunlop Commercial Property Funding April 2014 - February 2015
BH Capital March 2011 - April 2014
Beal Bank October 2008 - February 2011
JP Morgan Chase June 2005 - February 2008
Goldman Sachs Commercial Mortgage Capital January 1999 - June 2005
Merrill Lynch March 1995 - December 1998
Skills
Real Estate Economics, Loans, Underwriting, Asset Managment, Real Estate, CMBS, Due Diligence, Loan Origination, Mortgage Lending, Commercial Mortgages, Valuation, Brokerage, Banking, Mortgage Banking, Disposition, Asset Management, Management, Financial Analysis, Commercial Real Estate, Real Estate Financing, Financial Modeling, Portfolio Management, Credit Analysis, Leadership, Real Estate Transactions, Private Equity, Investments, Sales, Investment Properties, Structured Finance, Acquisitions, Capital Markets, Mezzanine, Financial Structuring, Investment Banking, Commercial Lending, Mergers & Acquisitions, Finance, Securitization, Funding, Real Estate Private..., Credit, Capital, Investor Relations, Executive Management, Alternative Investments, Venture Capital, Debt Restructuring, Restructuring, Syndications
Education
Baylor University - Hankamer School of Business 1973 — 1977
BBA, Finance / Economics
J M Advisors, LLC February 2008 - Present
Walker & Dunlop Commercial Property Funding April 2014 - February 2015
BH Capital March 2011 - April 2014
Beal Bank October 2008 - February 2011
JP Morgan Chase June 2005 - February 2008
Goldman Sachs Commercial Mortgage Capital January 1999 - June 2005
Merrill Lynch March 1995 - December 1998
Skills
Real Estate Economics, Loans, Underwriting, Asset Managment, Real Estate, CMBS, Due Diligence, Loan Origination, Mortgage Lending, Commercial Mortgages, Valuation, Brokerage, Banking, Mortgage Banking, Disposition, Asset Management, Management, Financial Analysis, Commercial Real Estate, Real Estate Financing, Financial Modeling, Portfolio Management, Credit Analysis, Leadership, Real Estate Transactions, Private Equity, Investments, Sales, Investment Properties, Structured Finance, Acquisitions, Capital Markets, Mezzanine, Financial Structuring, Investment Banking, Commercial Lending, Mergers & Acquisitions, Finance, Securitization, Funding, Real Estate Private..., Credit, Capital, Investor Relations, Executive Management, Alternative Investments, Venture Capital, Debt Restructuring, Restructuring, Syndications
Education
Baylor University - Hankamer School of Business 1973 — 1977
BBA, Finance / Economics
Ken Hobson Ken Hobson's Beal Bank Experience October 2008 - August 2010
Job Vice PresidentCredit Underwriting Manager at Citi
Industry Banking
Experience
Citi February 2015 - Present
JP Morgan Chase September 2010 - October 2014
Beal Bank October 2008 - August 2010
GE Capital October 2005 - September 2008
Washington Mutual June 2002 - September 2005
Northern Trust October 2000 - May 2002
Bank of America May 1995 - October 2000
Skills
Mortgage Underwriting, Treasury, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Loans, Due Diligence, Valuation, Investments, Banking, Asset Management, Underwriting, Financial Risk, Mortgage Lending, Finance, Commercial Banking, Real Estate, Investment Properties, Commercial Real Estate, CMBS, Analysis, Credit Risk, Structured Finance, Risk Management, Commercial Lending, Loan Origination
Education
Baylor University - Hankamer School of Business
BBA
Dallas Baptist University
MBA
Formal Credit Training-Bank of America
Citi February 2015 - Present
JP Morgan Chase September 2010 - October 2014
Beal Bank October 2008 - August 2010
GE Capital October 2005 - September 2008
Washington Mutual June 2002 - September 2005
Northern Trust October 2000 - May 2002
Bank of America May 1995 - October 2000
Skills
Mortgage Underwriting, Treasury, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Loans, Due Diligence, Valuation, Investments, Banking, Asset Management, Underwriting, Financial Risk, Mortgage Lending, Finance, Commercial Banking, Real Estate, Investment Properties, Commercial Real Estate, CMBS, Analysis, Credit Risk, Structured Finance, Risk Management, Commercial Lending, Loan Origination
Education
Baylor University - Hankamer School of Business
BBA
Dallas Baptist University
MBA
Formal Credit Training-Bank of America
Sheba Brown Sheba Brown's Beal Bank Experience October 2002 - January 2005
Job Asset Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2005 - Present
Beal Bank October 2002 - January 2005
Skills
Banking, Financial Analysis, Portfolio Management
Education
Oral Roberts University 1988 — 1992
4 Years, Accounting
BNY Mellon February 2005 - Present
Beal Bank October 2002 - January 2005
Skills
Banking, Financial Analysis, Portfolio Management
Education
Oral Roberts University 1988 — 1992
4 Years, Accounting
Lizzy Blake Lizzy Blake's Beal Bank Experience November 2008 - June 2009
Job Vice President at ColliersInternational
Industry Commercial Real Estate
Experience
Colliers-International April 2013 - Present
GE Capital May 2011 - May 2012
CSG Investments September 2008 - September 2010
Beal Bank November 2008 - June 2009
Grubb and Ellis Company May 2007 - October 2008
Cushman & Wakefield December 1997 - July 2006
Crow Investment Trust October 1996 - October 1997
GE Capital August 1992 - October 1996
Skills
Disposition, Real Estate Economics, CMBS, Due Diligence, Asset Managment, Acquisitions, Valuation, Real Estate, Underwriting, Loans, Investments, Leases, Investors, Corporate Real Estate, Real Estate Financing, Portfolio Management, Real Estate Transactions, Structured Finance, Capital Markets, Securitization, Financial Structuring, Commercial Mortgages, Investment Properties, Commercial Real Estate, Brokerage, Banking
Education
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelors, Accounting
Colliers-International April 2013 - Present
GE Capital May 2011 - May 2012
CSG Investments September 2008 - September 2010
Beal Bank November 2008 - June 2009
Grubb and Ellis Company May 2007 - October 2008
Cushman & Wakefield December 1997 - July 2006
Crow Investment Trust October 1996 - October 1997
GE Capital August 1992 - October 1996
Skills
Disposition, Real Estate Economics, CMBS, Due Diligence, Asset Managment, Acquisitions, Valuation, Real Estate, Underwriting, Loans, Investments, Leases, Investors, Corporate Real Estate, Real Estate Financing, Portfolio Management, Real Estate Transactions, Structured Finance, Capital Markets, Securitization, Financial Structuring, Commercial Mortgages, Investment Properties, Commercial Real Estate, Brokerage, Banking
Education
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelors, Accounting
Angela LaPaglia's Beal Bank Experience August 2011 - Present
Job Retail Banking Specialist
Industry Banking
Experience
Beal Bank August 2011 - Present
LM Federal Credit Union October 2010 - August 2011
Eastern Savings Bank, FSB August 2006 - June 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Telephone Skills, Outlook, PowerPoint, Time Management, Teamwork, Research, Data Entry, Windows, Customer Satisfaction, Analysis, Banking, Deposits, Account Reconciliation
Education
Essex Community College
The Catholic High School of Baltimore
Diploma, 2003
Beal Bank August 2011 - Present
LM Federal Credit Union October 2010 - August 2011
Eastern Savings Bank, FSB August 2006 - June 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Telephone Skills, Outlook, PowerPoint, Time Management, Teamwork, Research, Data Entry, Windows, Customer Satisfaction, Analysis, Banking, Deposits, Account Reconciliation
Education
Essex Community College
The Catholic High School of Baltimore
Diploma, 2003
Aimee Bush Aimee Bush's Beal Bank Experience October 2000 - January 2002
Job Executive Assistant at E.H. Teasley & Co., Inc.
Industry Printing
Experience
E.H. Teasley & Co., Inc. 2002 - Present
Beal Bank October 2000 - January 2002
Macerich Company 1998 - 2000
Skills
Executive Management, Bookkeeping, Office Management, IT Management, Customer Service, Project Coordination, HR Solutions, Business Management, Management, Event Planning, Team Building, Social Networking, Account Management, Purchasing, Sales
Education
John Carroll University
Regina High School 1989 — 1994
E.H. Teasley & Co., Inc. 2002 - Present
Beal Bank October 2000 - January 2002
Macerich Company 1998 - 2000
Skills
Executive Management, Bookkeeping, Office Management, IT Management, Customer Service, Project Coordination, HR Solutions, Business Management, Management, Event Planning, Team Building, Social Networking, Account Management, Purchasing, Sales
Education
John Carroll University
Regina High School 1989 — 1994
Dwayne Todd Dwayne Todd's Beal Bank Experience October 2000 - April 2006
Job CoFounder, Sports Franchise Group, LLC.
Industry Sports
Experience
Sports Franchise Group, LLC June 2015 - Present
Lakewood Ward Dallas 2012 - 2015
Lakewood Ward Dallas 2012 - 2015
Lakewood Ward Dallas 2012 - 2015
Sports City 2008 - 2010
Beal Bank October 2000 - April 2006
Private Bankers Financial Corp. February 1992 - August 2000
Skills
Asset Managment, Credit, Commercial Lending, Mergers, Financial Analysis, Due Diligence, Asset Management, Mergers & Acquisitions, Portfolio Management, Loans, Banking, Real Estate, Strategy, Investments, Private Equity, Finance, Commercial Real Estate, Management
Education
Brigham Young University 1973 — 1975
University of Missouri-Kansas City 1968 — 1970
Political Science
Sports Franchise Group, LLC June 2015 - Present
Lakewood Ward Dallas 2012 - 2015
Lakewood Ward Dallas 2012 - 2015
Lakewood Ward Dallas 2012 - 2015
Sports City 2008 - 2010
Beal Bank October 2000 - April 2006
Private Bankers Financial Corp. February 1992 - August 2000
Skills
Asset Managment, Credit, Commercial Lending, Mergers, Financial Analysis, Due Diligence, Asset Management, Mergers & Acquisitions, Portfolio Management, Loans, Banking, Real Estate, Strategy, Investments, Private Equity, Finance, Commercial Real Estate, Management
Education
Brigham Young University 1973 — 1975
University of Missouri-Kansas City 1968 — 1970
Political Science
Cameron Winfrey's Beal Bank Experience 2008 - 2012
Job Attorney at Adams Howell Sizemore & Lenfestey, PA
Industry Legal Services
Experience
Adams Howell Sizemore & Lenfestey, PA 2014 - Present
Private Commercial Real Estate Investment Company (over $350 million in assets) January 2012 - December 2013
Beal Bank 2008 - 2012
Education
University of Arkansas School of Law, Fayetteville 2003 — 2006
J.D.
Southern Methodist University 2001 — 2003
B.A., Political Science and Government
Adams Howell Sizemore & Lenfestey, PA 2014 - Present
Private Commercial Real Estate Investment Company (over $350 million in assets) January 2012 - December 2013
Beal Bank 2008 - 2012
Education
University of Arkansas School of Law, Fayetteville 2003 — 2006
J.D.
Southern Methodist University 2001 — 2003
B.A., Political Science and Government
Nicole Battle's Beal Bank Experience August 2004 - January 2006
Job Business Professional
Industry Banking
Experience
Ocwen Financial Solutions November 2012 - August 2015
CompuGain November 2010 - August 2012
Capital One Mortgage June 2008 - November 2010
American Home Mortgage January 2006 - June 2008
Beal Bank August 2004 - January 2006
Skills
Mortgage Lending, Loan Servicing, Loan Origination, Credit, Mortgage Banking, Loss Mitigation, Underwriting, Banking, Residential Mortgages, Mortgage Servicing, Mortgage Underwriting, FHA, Finance, Risk Management, HAMP, Default, Commercial Lending, Real Estate, Foreclosures, Loan Modifications, VA loans, Consumer Lending, Financial Services, Credit Risk, Bankruptcy, FNMA, FHA financing, USDA, Financial Risk, Loans, Retail Banking, Government, Credit Analysis, LPS, Appraisals, REO, Analysis, HUD, Relationship Management, QA Analyst, Consultants, Asset Management, Portfolio Management, Mortgage Insurance, FHLMC, Auditing, Due Diligence, Commercial Mortgages, Fannie Mae, Compliance Testing
Education
Amarillo College 1997 — 1999
College Basics, College basics
Palo Duro HS 1995 — 1996
Honors Diploma, Honors High School Courses
HANKS HIGH SCHOOL
Ocwen Financial Solutions November 2012 - August 2015
CompuGain November 2010 - August 2012
Capital One Mortgage June 2008 - November 2010
American Home Mortgage January 2006 - June 2008
Beal Bank August 2004 - January 2006
Skills
Mortgage Lending, Loan Servicing, Loan Origination, Credit, Mortgage Banking, Loss Mitigation, Underwriting, Banking, Residential Mortgages, Mortgage Servicing, Mortgage Underwriting, FHA, Finance, Risk Management, HAMP, Default, Commercial Lending, Real Estate, Foreclosures, Loan Modifications, VA loans, Consumer Lending, Financial Services, Credit Risk, Bankruptcy, FNMA, FHA financing, USDA, Financial Risk, Loans, Retail Banking, Government, Credit Analysis, LPS, Appraisals, REO, Analysis, HUD, Relationship Management, QA Analyst, Consultants, Asset Management, Portfolio Management, Mortgage Insurance, FHLMC, Auditing, Due Diligence, Commercial Mortgages, Fannie Mae, Compliance Testing
Education
Amarillo College 1997 — 1999
College Basics, College basics
Palo Duro HS 1995 — 1996
Honors Diploma, Honors High School Courses
HANKS HIGH SCHOOL
David W. Coleman, MBA, PMP, CSM David W. Coleman, MBA, PMP, CSM's Beal Bank Experience March 2004 - May 2005
Job Project, Program Manager | Project Management | Project Planning | Project Delivery | Project Consulting
Industry Management Consulting
Experience
Get Real Project Management March 2011 - Present
Caris Life Sciences November 2008 - March 2011
Satori Consulting December 2006 - May 2008
Irvine Technology Corporation August 2005 - November 2006
Beal Bank March 2004 - May 2005
St. George Bank May 2002 - May 2003
Carreker Corporation April 1999 - November 2001
Skills
Change Management, Cross-functional..., Change Control, Management, Stakeholder Management, Information Systems, Contract Management, Project Management, Project Portfolio..., Program Management, Management Consulting, Vendor Management, Strategic Planning, PMBOK, Agile Frameworks, Team Leadership, Scrum, Life Sciences, Business Process, Project Delivery, Project Execution, Organizational Change, SharePoint, Project Metrics, Multi-Cultural Team..., Offshore Team Leadership, eCommerce, Leadership, Training, Process Improvement, Software Documentation, Business Analysis, E-commerce, Agile Methodologies, Agile Project Management, Lifesciences, Visio, MS Project, Cross-functional Team..., Software Project..., SDLC, PMP, Team Building, Outsourcing, PMO, Product Management, Resource Management, Governance, Consulting, Business Process...
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance/Entrepreneurship
Adams State University
BS, Business Computer Systems
Get Real Project Management March 2011 - Present
Caris Life Sciences November 2008 - March 2011
Satori Consulting December 2006 - May 2008
Irvine Technology Corporation August 2005 - November 2006
Beal Bank March 2004 - May 2005
St. George Bank May 2002 - May 2003
Carreker Corporation April 1999 - November 2001
Skills
Change Management, Cross-functional..., Change Control, Management, Stakeholder Management, Information Systems, Contract Management, Project Management, Project Portfolio..., Program Management, Management Consulting, Vendor Management, Strategic Planning, PMBOK, Agile Frameworks, Team Leadership, Scrum, Life Sciences, Business Process, Project Delivery, Project Execution, Organizational Change, SharePoint, Project Metrics, Multi-Cultural Team..., Offshore Team Leadership, eCommerce, Leadership, Training, Process Improvement, Software Documentation, Business Analysis, E-commerce, Agile Methodologies, Agile Project Management, Lifesciences, Visio, MS Project, Cross-functional Team..., Software Project..., SDLC, PMP, Team Building, Outsourcing, PMO, Product Management, Resource Management, Governance, Consulting, Business Process...
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance/Entrepreneurship
Adams State University
BS, Business Computer Systems
Frank Conley Frank Conley's Beal Bank Experience 2009 - 2010
Job Managing Director at Freepoint Commodities
Industry Oil & Energy
Experience
Freepoint Commodities July 2013 - Present
UBS Investment Bank March 2010 - July 2013
Beal Bank 2009 - 2010
Deutsche Bank June 2004 - December 2008
Merrill Lynch October 1996 - June 2004
Citi June 1993 - September 1996
Education
Columbia University - Columbia Business School
MBA
University of Vermont
Bachelor of Science (B.S.)
Freepoint Commodities July 2013 - Present
UBS Investment Bank March 2010 - July 2013
Beal Bank 2009 - 2010
Deutsche Bank June 2004 - December 2008
Merrill Lynch October 1996 - June 2004
Citi June 1993 - September 1996
Education
Columbia University - Columbia Business School
MBA
University of Vermont
Bachelor of Science (B.S.)
Chris Whiteley Chris Whiteley's Beal Bank Experience August 2010 - May 2015
Job Default Project Manager at MGC Mortgage, Inc. (Beal Bank)
Industry Banking
Experience
Currently seeking mortgage servicing opportunity May 2015 - Present
Beal Bank August 2010 - May 2015
Bank of America Home Loans July 2008 - July 2010
Countrywide Home Loans October 2001 - July 2008
Chapter 12/13 Trustee - Eastern District of Texas (Plano) December 1999 - October 2001
Samsung Telecommunications America October 1999 - December 1999
Sanden International December 1997 - September 1999
IKON Office Solutions May 1997 - November 1997
First USA November 1995 - April 1997
Commercial Credit Corporation December 1994 - November 1995
Skills
Risk Management, Bankruptcy, Mortgage Servicing, Loss Mitigation, Default, Process Improvement, Management, Financial Risk, Auditing, Analysis, Microsoft Excel, Training, Portfolio Management, PACER, Microsoft Word, Loan Servicing, Microsoft Office, Procedure Development, Policy Writing, Loans, Short Sales, Compliance, Remediation, Mortgage Lending, Lotus Notes, Outlook, LPS, IBM iSeries, Access, FHA, Mortgage Banking, Mergers & Acquisitions, Loan Modifications, Credit, Banking, PowerPoint, VA loans, Event Planning, Employee Training, Sarbanes-Oxley Act, Meeting Planning, Mergers, QS9000, Problem Solving, Training & Development, Group Presentations, Organizing, SCRA, CCCS, Reg AB
Education
Brookhaven Community College 1990 — 1990
n/a, English, Computers
R. L. Turner High School 1986 — 1989
Diploma, Computers, Spanish
Currently seeking mortgage servicing opportunity May 2015 - Present
Beal Bank August 2010 - May 2015
Bank of America Home Loans July 2008 - July 2010
Countrywide Home Loans October 2001 - July 2008
Chapter 12/13 Trustee - Eastern District of Texas (Plano) December 1999 - October 2001
Samsung Telecommunications America October 1999 - December 1999
Sanden International December 1997 - September 1999
IKON Office Solutions May 1997 - November 1997
First USA November 1995 - April 1997
Commercial Credit Corporation December 1994 - November 1995
Skills
Risk Management, Bankruptcy, Mortgage Servicing, Loss Mitigation, Default, Process Improvement, Management, Financial Risk, Auditing, Analysis, Microsoft Excel, Training, Portfolio Management, PACER, Microsoft Word, Loan Servicing, Microsoft Office, Procedure Development, Policy Writing, Loans, Short Sales, Compliance, Remediation, Mortgage Lending, Lotus Notes, Outlook, LPS, IBM iSeries, Access, FHA, Mortgage Banking, Mergers & Acquisitions, Loan Modifications, Credit, Banking, PowerPoint, VA loans, Event Planning, Employee Training, Sarbanes-Oxley Act, Meeting Planning, Mergers, QS9000, Problem Solving, Training & Development, Group Presentations, Organizing, SCRA, CCCS, Reg AB
Education
Brookhaven Community College 1990 — 1990
n/a, English, Computers
R. L. Turner High School 1986 — 1989
Diploma, Computers, Spanish
Victoria Cathey Victoria Cathey's Beal Bank Experience August 2012 - July 2014
Job Transaction Manager at RE/MAX DFW Associates
Industry Real Estate
Experience
RE/MAX DFW Associates - Frankie Arthur Office September 2014 - Present
Beal Bank August 2012 - July 2014
Keller Williams Realty July 2009 - July 2012
Bank of America 2003 - 2007
Nationstar Mortgage November 1999 - May 2003
Bank of America 1996 - 1998
Citigroup 1985 - 1995
Education
Dallas Baptist University 1988 — 1992
BA, Business Administration, Management and Operations
RE/MAX DFW Associates - Frankie Arthur Office September 2014 - Present
Beal Bank August 2012 - July 2014
Keller Williams Realty July 2009 - July 2012
Bank of America 2003 - 2007
Nationstar Mortgage November 1999 - May 2003
Bank of America 1996 - 1998
Citigroup 1985 - 1995
Education
Dallas Baptist University 1988 — 1992
BA, Business Administration, Management and Operations
John Jack Biggs John Jack Biggs's Beal Bank Experience May 1995 - December 1997
Job International specialist in distressed debt and banking issues
Industry Financial Services
Experience
Independent Consultant March 2011 - Present
FirstCity Financial Corp. February 2010 - March 2011
FirstCity Financial Corp. January 2007 - January 2010
BearingPoint November 1999 - December 2006
Biggs Property Company and predecessors 1992 - 2001
The Sheridan Group/Sheridan International December 1997 - November 1999
Beal Bank May 1995 - December 1997
KeyCorp March 1992 - May 1995
Akin Gump Strauss Hauer & Feld LLP August 1988 - March 1992
Federal Energy Regulatory Commission May 1987 - May 1988
Skills
Asset, Asset Managment, Latin America, Due Diligence, Portfolio Management, Financial Modeling, Mergers, Credit, Finance, Mergers & Acquisitions, Asset Management, Economics, Banking, Strategy, Commercial Real Estate, Emerging Markets, Investment Banking, Loans, Business Strategy, Management, Negotiation, Real Estate, Investments, Real Estate Economics, Private Equity, Capital Markets, Risk Management, Real Estate Development, Restructuring, Equities, Corporate Finance, Financial Structuring, Mortgage Lending, Structured Finance, Valuation, Securities, Underwriting, Commercial Lending, Financial Analysis, Joint Ventures, Credit Risk, Acquisitions, Loan Origination, Investment Properties, Credit Analysis, Project Finance
Education
Georgetown University Law Center 1985 — 1988
J.D.
Tulane University 1981 — 1985
B.A., International Relations/History
Independent Consultant March 2011 - Present
FirstCity Financial Corp. February 2010 - March 2011
FirstCity Financial Corp. January 2007 - January 2010
BearingPoint November 1999 - December 2006
Biggs Property Company and predecessors 1992 - 2001
The Sheridan Group/Sheridan International December 1997 - November 1999
Beal Bank May 1995 - December 1997
KeyCorp March 1992 - May 1995
Akin Gump Strauss Hauer & Feld LLP August 1988 - March 1992
Federal Energy Regulatory Commission May 1987 - May 1988
Skills
Asset, Asset Managment, Latin America, Due Diligence, Portfolio Management, Financial Modeling, Mergers, Credit, Finance, Mergers & Acquisitions, Asset Management, Economics, Banking, Strategy, Commercial Real Estate, Emerging Markets, Investment Banking, Loans, Business Strategy, Management, Negotiation, Real Estate, Investments, Real Estate Economics, Private Equity, Capital Markets, Risk Management, Real Estate Development, Restructuring, Equities, Corporate Finance, Financial Structuring, Mortgage Lending, Structured Finance, Valuation, Securities, Underwriting, Commercial Lending, Financial Analysis, Joint Ventures, Credit Risk, Acquisitions, Loan Origination, Investment Properties, Credit Analysis, Project Finance
Education
Georgetown University Law Center 1985 — 1988
J.D.
Tulane University 1981 — 1985
B.A., International Relations/History
Graham Marcus Graham Marcus's Beal Bank Experience June 2011 - August 2011
Job Intern at Elemetal Capital
Industry Marketing and Advertising
Experience
Elemetal Capital June 2015 - August 2015
Beal Bank June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media
Education
Hendrix College 2013 — 2017
Bachelor's degree, Business and Economics, Rising Junior
Elemetal Capital June 2015 - August 2015
Beal Bank June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media
Education
Hendrix College 2013 — 2017
Bachelor's degree, Business and Economics, Rising Junior
Kenneth Callahan's Beal Bank Experience April 2009 - Present
Job SF REO. Beal Bank
Industry Real Estate
Experience
Beal Bank April 2009 - Present
Independent Contractor October 2004 - Present
Mercedes Homes March 2003 - April 2004
David Weekley Homes 2000 - 2003
Mark Shale 1988 - 2000
J Riggings 1985 - 1988
Hornsby's Stores Inc August 1980 - May 1985
Skills
Negotiation, Property, Home Staging, Real Estate, Single Family Homes, Sellers, New Home Sales, REO, Sales, Marketing, Buyers
Education
Joliet Junior College 1989 — 1991
Associates, Interior Design
Morris Community HS 1976 — 1980
Beal Bank April 2009 - Present
Independent Contractor October 2004 - Present
Mercedes Homes March 2003 - April 2004
David Weekley Homes 2000 - 2003
Mark Shale 1988 - 2000
J Riggings 1985 - 1988
Hornsby's Stores Inc August 1980 - May 1985
Skills
Negotiation, Property, Home Staging, Real Estate, Single Family Homes, Sellers, New Home Sales, REO, Sales, Marketing, Buyers
Education
Joliet Junior College 1989 — 1991
Associates, Interior Design
Morris Community HS 1976 — 1980
Eric Migicovsky's Beal Bank Experience December 2008 - April 2010
Job Assistant Vice President at ACORE Capital
Industry Real Estate
Experience
Lux Health Network December 2013 - October 2014
Israel Securities Authority September 2012 - June 2013
Eastdil Secured April 2010 - July 2012
Beal Bank December 2008 - April 2010
Skills
Valuation, Real Estate Investment, Financial Modeling, Debt, Excel, Capital Markets, Fixed Income, Structured Finance, Investment Properties, Microsoft Excel, CMBS, Due Diligence, Asset Management, Joint Ventures, Analysis, Commercial Real Estate, Portfolio Management, Private Equity, Corporate Finance, Finance, Investments, Financial Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance and Law
Episcopal School of Dallas 2000 — 2004
Lux Health Network December 2013 - October 2014
Israel Securities Authority September 2012 - June 2013
Eastdil Secured April 2010 - July 2012
Beal Bank December 2008 - April 2010
Skills
Valuation, Real Estate Investment, Financial Modeling, Debt, Excel, Capital Markets, Fixed Income, Structured Finance, Investment Properties, Microsoft Excel, CMBS, Due Diligence, Asset Management, Joint Ventures, Analysis, Commercial Real Estate, Portfolio Management, Private Equity, Corporate Finance, Finance, Investments, Financial Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Boston University Questrom School of Business 2004 — 2008
BSBA, Finance and Law
Episcopal School of Dallas 2000 — 2004
Bill Cormany's Beal Bank Experience September 2004 - January 2006
Job Federal Bank Regulator
Industry Banking
Experience
Federal Deposit Insurance Corporation 2009 - Present
The Cormany Collection, LLC January 1998 - Present
Colonnade Investment Group, LLC 1998 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank February 2007 - November 2009
First Tennessee Bank November 2006 - February 2007
MidFirst Bank February 2006 - November 2006
Beal Bank September 2004 - January 2006
Cole Capital December 2003 - August 2004
BNY Mellon April 2001 - December 2003
Deluxe Corporation October 2000 - March 2001
Skills
Real Estate, Credit, Banking, Capital Markets, Financial Analysis, Asset Management, Investments, Due Diligence, Loans, Financial Modeling, Underwriting, Mergers, Portfolio Management, Negotiation, Strategic Planning, Contract Negotiation, Risk Management, Business Planning, Business Strategy, Budgeting, Finance, Analysis, Managerial Finance, Structured Finance, Commercial Real Estate, Real Estate Development, Funding
Education
Oklahoma State University 1983 — 1985
MBA, Finance
Oklahoma State University 1978 — 1982
BS, Accounting
C.E. Donart High School 1977 — 1978
Jackson High School 1975 — 1977
Federal Deposit Insurance Corporation 2009 - Present
The Cormany Collection, LLC January 1998 - Present
Colonnade Investment Group, LLC 1998 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank February 2007 - November 2009
First Tennessee Bank November 2006 - February 2007
MidFirst Bank February 2006 - November 2006
Beal Bank September 2004 - January 2006
Cole Capital December 2003 - August 2004
BNY Mellon April 2001 - December 2003
Deluxe Corporation October 2000 - March 2001
Skills
Real Estate, Credit, Banking, Capital Markets, Financial Analysis, Asset Management, Investments, Due Diligence, Loans, Financial Modeling, Underwriting, Mergers, Portfolio Management, Negotiation, Strategic Planning, Contract Negotiation, Risk Management, Business Planning, Business Strategy, Budgeting, Finance, Analysis, Managerial Finance, Structured Finance, Commercial Real Estate, Real Estate Development, Funding
Education
Oklahoma State University 1983 — 1985
MBA, Finance
Oklahoma State University 1978 — 1982
BS, Accounting
C.E. Donart High School 1977 — 1978
Jackson High School 1975 — 1977
Reese Threadgill Reese Threadgill's Beal Bank Experience June 2009 - 2011
Job Owner of Trois Mgmt.
Industry Management Consulting
Experience
Trois Management February 2014 - Present
Lantern Asset Management, LLC 2012 - 2014
Billingsley Company December 2010 - 2011
Beal Bank June 2009 - 2011
Business Insurance Guild July 2003 - June 2009
Samuel Lynne Galleries 2008 - 2009
Skills
Budgets, Management, Non-profits, Mergers, Negotiation, Customer Service, Accounts Payable, Financial Modeling, Recruiting, Fundraising, Financial Reporting, Accounting, Account Management, Employee Relations, Marketing Strategy, Contract Negotiation, Finance, Public Speaking, Team Leadership, Marketing, Mergers & Acquisitions, Nonprofits, Business Strategy, Event Management, Research, Due Diligence, Business Development, Human Resources, Leadership, Asset Management, Real Estate, Real Estate Development, Policy, System Administration, Process Improvement, Analysis, Business Planning, Time Management, Social Networking, Office Management, Strategy, New Business Development, Private Equity, Data Analysis, Commercial Real Estate, Market Research, Risk Management, Investments, Portfolio Management
Education
SMU - Cox School of Business 2013 — 2014
GMCP, Marketing, Anticipated Completion in 3/2014
Southern Methodist University 2005 — 2008
(BFA) Bachelors of Fine Art, Art History/Psychology
Trois Management February 2014 - Present
Lantern Asset Management, LLC 2012 - 2014
Billingsley Company December 2010 - 2011
Beal Bank June 2009 - 2011
Business Insurance Guild July 2003 - June 2009
Samuel Lynne Galleries 2008 - 2009
Skills
Budgets, Management, Non-profits, Mergers, Negotiation, Customer Service, Accounts Payable, Financial Modeling, Recruiting, Fundraising, Financial Reporting, Accounting, Account Management, Employee Relations, Marketing Strategy, Contract Negotiation, Finance, Public Speaking, Team Leadership, Marketing, Mergers & Acquisitions, Nonprofits, Business Strategy, Event Management, Research, Due Diligence, Business Development, Human Resources, Leadership, Asset Management, Real Estate, Real Estate Development, Policy, System Administration, Process Improvement, Analysis, Business Planning, Time Management, Social Networking, Office Management, Strategy, New Business Development, Private Equity, Data Analysis, Commercial Real Estate, Market Research, Risk Management, Investments, Portfolio Management
Education
SMU - Cox School of Business 2013 — 2014
GMCP, Marketing, Anticipated Completion in 3/2014
Southern Methodist University 2005 — 2008
(BFA) Bachelors of Fine Art, Art History/Psychology
Anthony Smith Anthony Smith's Beal Bank Experience October 2011 - Present
Job Asset Manager, Team Lead at Beal Bank
Industry Banking
Experience
Beal Bank October 2011 - Present
Reo World January 2008 - November 2011
Countrywide Home Loans June 2006 - December 2007
Landsafe Appraisal April 2000 - June 2006
Skills
Vendor Management, Mortgage Servicing, Loss Mitigation, Mortgage Banking, Mortgage Lending, REO, Default, Argus Modeling, Real Estate, Sellers, Microsoft Excel, Government Loans, Asset Managment, FHA, Loan Servicing, Leadership, Analysis, Subprime, Property, Team Building, Foreclosures, Loans, Loan Origination, Appraisals, Asset, Asset Management, Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Disposition, FHA financing, First Time Home Buyers, HAMP, HUD, Investment Properties, Investors, LPS, LPS Desktop, Loan Modifications, Mortgage Underwriting, Portfolio Management, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Refinance, Residential Homes, Residential Mortgages
Education
Collin County Community College 2006 — 2007
Cert, Real Estate
Leonard Hawes Real Estate School 2006 — 2006
Cert, Appraisal
Beal Bank October 2011 - Present
Reo World January 2008 - November 2011
Countrywide Home Loans June 2006 - December 2007
Landsafe Appraisal April 2000 - June 2006
Skills
Vendor Management, Mortgage Servicing, Loss Mitigation, Mortgage Banking, Mortgage Lending, REO, Default, Argus Modeling, Real Estate, Sellers, Microsoft Excel, Government Loans, Asset Managment, FHA, Loan Servicing, Leadership, Analysis, Subprime, Property, Team Building, Foreclosures, Loans, Loan Origination, Appraisals, Asset, Asset Management, Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Disposition, FHA financing, First Time Home Buyers, HAMP, HUD, Investment Properties, Investors, LPS, LPS Desktop, Loan Modifications, Mortgage Underwriting, Portfolio Management, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Refinance, Residential Homes, Residential Mortgages
Education
Collin County Community College 2006 — 2007
Cert, Real Estate
Leonard Hawes Real Estate School 2006 — 2006
Cert, Appraisal
Laura Berens Laura Berens's Beal Bank Experience April 2012 - May 2013
Job
Industry Human Resources
Experience
Samsung Electronics America June 2013 - Present
Beal Bank April 2012 - May 2013
Overhead Door Corporation October 2006 - April 2012
Milliman October 2003 - October 2006
Towers Watson January 2002 - September 2003
Towers Watson April 1985 - December 2001
Skills
Pension Administration, Health & Welfare..., Qualified Retirement..., Qualified Domestic..., Defined Contribution, Incentive Programs, HRIS, HR Metrics, HRIS Database Management, Flexible Spending..., Open Enrollment, FMLA, COBRA, Benefits Design, New Hire Orientations, Salary, Team Building, HR Policies, Pensions, Payroll, ERISA, Management, Kronos, Employee Benefits, Benefits Administration
Education
Austin College 1980 — 1984
Bachelor of Arts, Mathematics
Woodrow Wilson High School 1976 — 1980
Samsung Electronics America June 2013 - Present
Beal Bank April 2012 - May 2013
Overhead Door Corporation October 2006 - April 2012
Milliman October 2003 - October 2006
Towers Watson January 2002 - September 2003
Towers Watson April 1985 - December 2001
Skills
Pension Administration, Health & Welfare..., Qualified Retirement..., Qualified Domestic..., Defined Contribution, Incentive Programs, HRIS, HR Metrics, HRIS Database Management, Flexible Spending..., Open Enrollment, FMLA, COBRA, Benefits Design, New Hire Orientations, Salary, Team Building, HR Policies, Pensions, Payroll, ERISA, Management, Kronos, Employee Benefits, Benefits Administration
Education
Austin College 1980 — 1984
Bachelor of Arts, Mathematics
Woodrow Wilson High School 1976 — 1980
Sarah Pagan Sarah Pagan's Beal Bank Experience March 2009 - December 2010
Job Vice President | Risk Management | Policy Governance | Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage November 2011 - Present
Nationstar Mortgage December 2010 - November 2011
Beal Bank March 2009 - December 2010
Citi 2008 - March 2009
Citi October 2006 - 2008
Skills
Risk Management, Management, Loans, Mortgage Lending, Portfolio Management, Finance, Credit, Banking, Policy Management, eGRC, Financial Analysis, Financial Services, Loan Origination, Loan Servicing, Mortgage Banking, Mortgage Servicing, Process Improvement
Education
Missouri State University 2000 — 2003
Bachelor's Degree, Marketing
Nationstar Mortgage November 2011 - Present
Nationstar Mortgage December 2010 - November 2011
Beal Bank March 2009 - December 2010
Citi 2008 - March 2009
Citi October 2006 - 2008
Skills
Risk Management, Management, Loans, Mortgage Lending, Portfolio Management, Finance, Credit, Banking, Policy Management, eGRC, Financial Analysis, Financial Services, Loan Origination, Loan Servicing, Mortgage Banking, Mortgage Servicing, Process Improvement
Education
Missouri State University 2000 — 2003
Bachelor's Degree, Marketing
Gabriela McCusker Gabriela McCusker's Beal Bank Experience August 2009 - February 2014
Job Experienced Accounting Professional with both American and European experience
Industry Financial Services
Experience
Locke Lord LLP August 2014 - Present
Beal Bank August 2009 - February 2014
EMC Mortgage Coporation June 2004 - July 2009
Washington Mutual - Irving, TX October 2003 - May 2004
Skills
Financial Accounting, Mortgage Banking, International Accounting, Financial Reporting, Controllers, Mergers, Financial Audits, Financial Analysis, Forensic Accounting, Account Management, Account Reconciliation, Financial Statement..., Accruals, Corporate Finance, Consolidation, Internal Audit, Bank Reconciliation, Cash Flow, Cash Flow Forecasting, Financial Statements, Variance Analysis, Managerial Finance, Banking, General Ledger, Accounting, Forecasting, Auditing, Access, PeopleSoft, Process Improvement, Asset Management, Risk Management, Loan Servicing, Portfolio Management, Internal Controls, Budgets, Analysis, Cash Management, Multi-currency, Mergers & Acquisitions, Loans, Finance, Due Diligence, Sarbanes-Oxley Act, GAAP, Valuation, Accounts Payable, Sarbanes-Oxley, Credit, US GAAP
Education
Stockholm University 1992 — 1993
Bachelor, Economics
1981 — 1985
MBA, Business Administration, Accounting
Locke Lord LLP August 2014 - Present
Beal Bank August 2009 - February 2014
EMC Mortgage Coporation June 2004 - July 2009
Washington Mutual - Irving, TX October 2003 - May 2004
Skills
Financial Accounting, Mortgage Banking, International Accounting, Financial Reporting, Controllers, Mergers, Financial Audits, Financial Analysis, Forensic Accounting, Account Management, Account Reconciliation, Financial Statement..., Accruals, Corporate Finance, Consolidation, Internal Audit, Bank Reconciliation, Cash Flow, Cash Flow Forecasting, Financial Statements, Variance Analysis, Managerial Finance, Banking, General Ledger, Accounting, Forecasting, Auditing, Access, PeopleSoft, Process Improvement, Asset Management, Risk Management, Loan Servicing, Portfolio Management, Internal Controls, Budgets, Analysis, Cash Management, Multi-currency, Mergers & Acquisitions, Loans, Finance, Due Diligence, Sarbanes-Oxley Act, GAAP, Valuation, Accounts Payable, Sarbanes-Oxley, Credit, US GAAP
Education
Stockholm University 1992 — 1993
Bachelor, Economics
1981 — 1985
MBA, Business Administration, Accounting
Alisha Collins Alisha Collins's Beal Bank Experience March 2012 - Present
Job Wedding Planner at Rachel Events
Industry Events Services
Experience
Rachel Events March 2014 - Present
Beal Bank March 2012 - Present
United American Insurance July 2006 - January 2012
AutoNation February 2005 - July 2006
Best Buy August 2001 - April 2005
Skills
Ultipro, Lawson HRIS, Great Plains Software, ADP Payroll, Employee Benefits
Education
Dallas Baptist University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Collin County Community College 2002 — 2004
Associate of Arts (A.A.), Interior Design
Rachel Events March 2014 - Present
Beal Bank March 2012 - Present
United American Insurance July 2006 - January 2012
AutoNation February 2005 - July 2006
Best Buy August 2001 - April 2005
Skills
Ultipro, Lawson HRIS, Great Plains Software, ADP Payroll, Employee Benefits
Education
Dallas Baptist University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Collin County Community College 2002 — 2004
Associate of Arts (A.A.), Interior Design
Douglas Sindak Douglas Sindak's Beal Bank Experience 2008 - 2010
Job Owner, Sindak Commercial Realty, LLC
Industry Real Estate
Experience
Sindak Commercial Realty, LLC April 2004 - Present
Strategic Property Associates 2013 - 2015
Sabal 2010 - 2015
Situs May 2004 - 2015
Oaktree 2010 - 2013
Beal Bank 2008 - 2010
Artesia Mortgage Capital Corp. 2007 - 2009
KeyBank Real Estate Capital 2001 - 2004
Skills
Underwriting, CMBS, Loans, Credit, Credit Analysis, Mortgage, Due Diligence, Real Estate, Banking, Financial Analysis, Portfolio Management, Asset Management, Valuation, Financial Modeling, Loan Servicing, Mortgage Lending, Asset Managment, Leases, Loan Origination, Real Estate Transactions, Commercial Mortgages, Financial Structuring, Commercial Lending, Disposition, Real Estate Financing, Commercial Real Estate, Investments, Structured Finance, Investment Properties, Loss Mitigation, Mortgage Banking, Construction Loans, Real Estate Economics, Residential Mortgages, Finance, Brokerage, Real Estate Development, FHA, Mortgage Servicing, Capital Markets, Workout, Securitization, Real Estate Private..., Acquisitions, REO, Mortgage Underwriting, Mezzanine, Investors, Appraisals, Property
Education
Oakland University 1977 — 1982
Bachelor's of Art, Management Accounting
Sindak Commercial Realty, LLC April 2004 - Present
Strategic Property Associates 2013 - 2015
Sabal 2010 - 2015
Situs May 2004 - 2015
Oaktree 2010 - 2013
Beal Bank 2008 - 2010
Artesia Mortgage Capital Corp. 2007 - 2009
KeyBank Real Estate Capital 2001 - 2004
Skills
Underwriting, CMBS, Loans, Credit, Credit Analysis, Mortgage, Due Diligence, Real Estate, Banking, Financial Analysis, Portfolio Management, Asset Management, Valuation, Financial Modeling, Loan Servicing, Mortgage Lending, Asset Managment, Leases, Loan Origination, Real Estate Transactions, Commercial Mortgages, Financial Structuring, Commercial Lending, Disposition, Real Estate Financing, Commercial Real Estate, Investments, Structured Finance, Investment Properties, Loss Mitigation, Mortgage Banking, Construction Loans, Real Estate Economics, Residential Mortgages, Finance, Brokerage, Real Estate Development, FHA, Mortgage Servicing, Capital Markets, Workout, Securitization, Real Estate Private..., Acquisitions, REO, Mortgage Underwriting, Mezzanine, Investors, Appraisals, Property
Education
Oakland University 1977 — 1982
Bachelor's of Art, Management Accounting
Kathryn Wyant's Beal Bank Experience May 2011 - August 2011
Job Alternative Investments Group Product Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ConAgra Foods May 2013 - August 2013
AT&T Cotton Bowl December 2012 - January 2013
PAM Transport July 2012 - December 2012
Camp Longhorn June 2012 - July 2012
Beal Bank May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Data Analysis, Customer Service, Leadership, Analysis, Financial Modeling, Time Management, Financial Reporting, Research, Team Leadership, Finance, Public Speaking, Inventory Management, Sales, Marketing, Forecasting, Retail, Accounting, Hostage Negotiation
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.6
Collin County Community College 2009 — 2010
General Education classes, General Studies, 3.9
Raymond James Financial, Inc. June 2015 - Present
Raymond James Financial Inc. June 2014 - Present
ConAgra Foods May 2013 - August 2013
AT&T Cotton Bowl December 2012 - January 2013
PAM Transport July 2012 - December 2012
Camp Longhorn June 2012 - July 2012
Beal Bank May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Data Analysis, Customer Service, Leadership, Analysis, Financial Modeling, Time Management, Financial Reporting, Research, Team Leadership, Finance, Public Speaking, Inventory Management, Sales, Marketing, Forecasting, Retail, Accounting, Hostage Negotiation
Education
University of Arkansas at Fayetteville 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.6
Collin County Community College 2009 — 2010
General Education classes, General Studies, 3.9
Anne Finkel Anne Finkel's Beal Bank Experience October 2000 - August 2003
Job United Central Bank
Industry Banking
Experience
United Central Bank September 2012 - June 2014
Triumph Savings Bank fka Equity Bank January 2007 - March 2012
Homecomings Financial February 2004 - February 2005
Beal Bank October 2000 - August 2003
Mercantile Bank & Trust August 1998 - March 2000
Jokari/US, Inc February 1997 - July 1998
Savings of America May 1990 - February 1996
Skills
Loans, Real Estate, Mortgage, Commercial Mortgages, Mortgage Servicing, Loan Servicing, Mortgage Banking, Banking, Residential Mortgages, Credit Risk, Commercial Lending, Mortgage Lending, Portfolio Management, Cross Selling, Credit Analysis, Underwriting, Credit
Education
Stephen F. Austin State University 1982 — 1986
BS, Merchandising
United Central Bank September 2012 - June 2014
Triumph Savings Bank fka Equity Bank January 2007 - March 2012
Homecomings Financial February 2004 - February 2005
Beal Bank October 2000 - August 2003
Mercantile Bank & Trust August 1998 - March 2000
Jokari/US, Inc February 1997 - July 1998
Savings of America May 1990 - February 1996
Skills
Loans, Real Estate, Mortgage, Commercial Mortgages, Mortgage Servicing, Loan Servicing, Mortgage Banking, Banking, Residential Mortgages, Credit Risk, Commercial Lending, Mortgage Lending, Portfolio Management, Cross Selling, Credit Analysis, Underwriting, Credit
Education
Stephen F. Austin State University 1982 — 1986
BS, Merchandising
Duncan Strickland, JD,MBA Duncan Strickland, JD,MBA's Beal Bank Experience June 2005 - February 2006
Job Attorney at Steptoe & Johnson PLLC
Industry Law Practice
Experience
Steptoe & Johnson PLLC November 2012 - Present
Sadler Law Firm, LLP September 2010 - August 2012
J. Mark Smith & Assoc. February 2010 - September 2010
Probate Court #3 (Dallas, TX) August 2009 - December 2009
Probate Court #3 (Houston, TX) August 2009 - December 2009
alliantgroup, Inc May 2008 - April 2009
CBIZ Valuation Group February 2006 - January 2007
Beal Bank June 2005 - February 2006
Hughes-Roth Capital Markets January 2004 - April 2004
American Solutions for Business August 1999 - June 2003
Skills
Due Diligence, Legal Writing, Leases, Oil & Gas Law, Real Estate, Legal Research, Energy, Natural Gas, Energy Industry, Title Opinions, Accounting, Contract Negotiation, Mergers, Mergers & Acquisitions, Lexis, Financial Analysis, Gas, Energy Law, Land, Excel, Upstream, Probate
Education
South Texas College of Law 2007 — 2009
Juris Doctorate, Oil, Gas, and Mineral Law; Estate Planning; Probate, • Top 25%
The University of Texas at Dallas - School of Management 2003 — 2005
Masters of Business Administration, (Finance, Accounting)
The University of Texas at Dallas 2003 — 2005
Bachelor of Business Administration, (Accounting)
Naaman Forest High School
Steptoe & Johnson PLLC November 2012 - Present
Sadler Law Firm, LLP September 2010 - August 2012
J. Mark Smith & Assoc. February 2010 - September 2010
Probate Court #3 (Dallas, TX) August 2009 - December 2009
Probate Court #3 (Houston, TX) August 2009 - December 2009
alliantgroup, Inc May 2008 - April 2009
CBIZ Valuation Group February 2006 - January 2007
Beal Bank June 2005 - February 2006
Hughes-Roth Capital Markets January 2004 - April 2004
American Solutions for Business August 1999 - June 2003
Skills
Due Diligence, Legal Writing, Leases, Oil & Gas Law, Real Estate, Legal Research, Energy, Natural Gas, Energy Industry, Title Opinions, Accounting, Contract Negotiation, Mergers, Mergers & Acquisitions, Lexis, Financial Analysis, Gas, Energy Law, Land, Excel, Upstream, Probate
Education
South Texas College of Law 2007 — 2009
Juris Doctorate, Oil, Gas, and Mineral Law; Estate Planning; Probate, • Top 25%
The University of Texas at Dallas - School of Management 2003 — 2005
Masters of Business Administration, (Finance, Accounting)
The University of Texas at Dallas 2003 — 2005
Bachelor of Business Administration, (Accounting)
Naaman Forest High School
Jeanny Keota Jeanny Keota's Beal Bank Experience December 2013 - August 2015
Job Retail Banking Specialist at Beal Bank
Industry Financial Services
Experience
CVS Health July 2013 - Present
Macy's August 2010 - Present
Beal Bank December 2013 - August 2015
Pacific Service Credit Union May 2012 - July 2013
Veterans Health Administration February 2012 - April 2012
Chevron Federal Credit Union March 2010 - February 2012
Account Now June 2009 - March 2010
Fresno County Federal Credit Union July 2006 - May 2009
Skills
Customer Service, Microsoft Word, Microsoft Excel, Banking, Microsoft Office, Outlook, Symitar, Online Banking, ACH, Wire Transfers, Automated Med Dispense, Teller Operations, Cash Operations, Call Centers, Retail, Sales, Payments, Cross Selling, Telephone Skills, Deposits, Customer Satisfaction, Time Management, Data Entry, Spreadsheets, Cashiering, Team Building, Office Administration, Windows 7, 10 Key, Cpr Certified, Pharmacy, TPNS, Pyxis, Pharmacy Technicians, Internet Banking, Cash Handling Experience, Retail Sales, Ten Key, Accounting, Cash Register, Customer Experience, Loans, Clerical Skills, Lines Of Credit, Filing, Fax, Copying, Phone Etiquette, Loss Prevention, Inventory Control
Education
University of Phoenix-Sacramento Valley Campus 2012 — 2015
BACHELOR OF SCIENCE IN HEALTH ADMINISTRATION, HEALTH INFORMATION System
Carrington College California-Pleasant Hill 2011 — 2012
Associate of Science (A.S.), Pharmacy Technician/Assistant
Diablo Valley College 2010 — 2011
Criminology / General Studies
SCCD 2009 — 2009
Criminology / General Studies
CVS Health July 2013 - Present
Macy's August 2010 - Present
Beal Bank December 2013 - August 2015
Pacific Service Credit Union May 2012 - July 2013
Veterans Health Administration February 2012 - April 2012
Chevron Federal Credit Union March 2010 - February 2012
Account Now June 2009 - March 2010
Fresno County Federal Credit Union July 2006 - May 2009
Skills
Customer Service, Microsoft Word, Microsoft Excel, Banking, Microsoft Office, Outlook, Symitar, Online Banking, ACH, Wire Transfers, Automated Med Dispense, Teller Operations, Cash Operations, Call Centers, Retail, Sales, Payments, Cross Selling, Telephone Skills, Deposits, Customer Satisfaction, Time Management, Data Entry, Spreadsheets, Cashiering, Team Building, Office Administration, Windows 7, 10 Key, Cpr Certified, Pharmacy, TPNS, Pyxis, Pharmacy Technicians, Internet Banking, Cash Handling Experience, Retail Sales, Ten Key, Accounting, Cash Register, Customer Experience, Loans, Clerical Skills, Lines Of Credit, Filing, Fax, Copying, Phone Etiquette, Loss Prevention, Inventory Control
Education
University of Phoenix-Sacramento Valley Campus 2012 — 2015
BACHELOR OF SCIENCE IN HEALTH ADMINISTRATION, HEALTH INFORMATION System
Carrington College California-Pleasant Hill 2011 — 2012
Associate of Science (A.S.), Pharmacy Technician/Assistant
Diablo Valley College 2010 — 2011
Criminology / General Studies
SCCD 2009 — 2009
Criminology / General Studies
Evan Gonzalez, CFA, CIRA, CMT Evan Gonzalez, CFA, CIRA, CMT's Beal Bank Experience 2004 - 2005
Job Portfolio Manager at Peridiem
Industry Investment Management
Experience
Peridiem Global Investors, LLC May 2014 - Present
Bank SNB April 2013 - April 2013
Hudson Advisors, LLC March 2011 - November 2011
Highland Capital Management June 2007 - September 2010
ORIX USA Corporation 2005 - 2007
Beal Bank 2004 - 2005
Skills
Portfolio Management, Leveraged Finance, Fixed Income, Valuation, Relative Value, Discounted Cash Flow, Distressed Debt, Workout, Collateralized Loan..., Restructuring, Investment Properties
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2003
BBA, Finance
Stratford High School - Houston
Peridiem Global Investors, LLC May 2014 - Present
Bank SNB April 2013 - April 2013
Hudson Advisors, LLC March 2011 - November 2011
Highland Capital Management June 2007 - September 2010
ORIX USA Corporation 2005 - 2007
Beal Bank 2004 - 2005
Skills
Portfolio Management, Leveraged Finance, Fixed Income, Valuation, Relative Value, Discounted Cash Flow, Distressed Debt, Workout, Collateralized Loan..., Restructuring, Investment Properties
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2003
BBA, Finance
Stratford High School - Houston
Akram Al Kozbari Akram Al Kozbari's Beal Bank Experience April 2013 - July 2014
Job Experienced Audit Associate
Industry Accounting
Experience
PwC August 2014 - Present
Beal Bank April 2013 - July 2014
First Capital of Switzerland May 2011 - December 2011
Deloitte April 2009 - November 2010
SHUAA Capital March 2007 - June 2007
Ernst & Young July 2006 - August 2006
BANQUE BANORABE August 2005 - September 2005
The NASCO Group July 2004 - September 2004
Skills
Financial Reporting, Financial Analysis, Auditing, External Audit, IFRS, Internal Controls, Financial Modeling, Corporate Finance, Accounting, Analysis, Managerial Finance, Financial Accounting, Internal Audit, Budgets, Management, Finance, Valuation, Due Diligence, Credit Risk, Big 4, Financial Audits, Assurance
Education
Southern New Hampshire University 2012 — 2014
Master of Science, Accounting
The University of Reading 2007 — 2008
Master of Science (MSc), Investment Management
Lebanese American University 2003 — 2006
Bachelor of Science (BSc), Banking and finance, 3
PwC August 2014 - Present
Beal Bank April 2013 - July 2014
First Capital of Switzerland May 2011 - December 2011
Deloitte April 2009 - November 2010
SHUAA Capital March 2007 - June 2007
Ernst & Young July 2006 - August 2006
BANQUE BANORABE August 2005 - September 2005
The NASCO Group July 2004 - September 2004
Skills
Financial Reporting, Financial Analysis, Auditing, External Audit, IFRS, Internal Controls, Financial Modeling, Corporate Finance, Accounting, Analysis, Managerial Finance, Financial Accounting, Internal Audit, Budgets, Management, Finance, Valuation, Due Diligence, Credit Risk, Big 4, Financial Audits, Assurance
Education
Southern New Hampshire University 2012 — 2014
Master of Science, Accounting
The University of Reading 2007 — 2008
Master of Science (MSc), Investment Management
Lebanese American University 2003 — 2006
Bachelor of Science (BSc), Banking and finance, 3
Nicole Kellogg Nicole Kellogg's Beal Bank Experience 2005 - 2005
Job Experienced analyst and operations manager
Industry Financial Services
Experience
Capital One August 2014 - Present
Jewelry Manufacturer's Exchange April 2010 - July 2014
Stage Mother Productions May 2009 - April 2010
Bain & Company September 2007 - May 2009
Eximpo Inc. August 2005 - May 2007
The Richards Group September 2006 - December 2006
Zale June 2006 - August 2006
Beal Bank 2005 - 2005
Skills
Management Consulting, Contract Negotiation, Negotiation, Retail, Strategic Consulting, Project Coordination, P&L responsibility, Interior Design, Retail Management, Microsoft Office, Accredited Jewelry..., Sales, Customer Service, Marketing Strategy, Advertising, Employee Management, Organizing, Start-ups, Business Planning, Entrepreneurship, Leadership
Education
Southern Methodist University 2004 — 2007
B.B.A., Management
Capital One August 2014 - Present
Jewelry Manufacturer's Exchange April 2010 - July 2014
Stage Mother Productions May 2009 - April 2010
Bain & Company September 2007 - May 2009
Eximpo Inc. August 2005 - May 2007
The Richards Group September 2006 - December 2006
Zale June 2006 - August 2006
Beal Bank 2005 - 2005
Skills
Management Consulting, Contract Negotiation, Negotiation, Retail, Strategic Consulting, Project Coordination, P&L responsibility, Interior Design, Retail Management, Microsoft Office, Accredited Jewelry..., Sales, Customer Service, Marketing Strategy, Advertising, Employee Management, Organizing, Start-ups, Business Planning, Entrepreneurship, Leadership
Education
Southern Methodist University 2004 — 2007
B.B.A., Management
Molly Curl Molly Curl's Beal Bank Experience 1994 - 2010
Job Bank Regulatory National Advisory Partner at Grant Thornton International
Industry Accounting
Experience
Grant Thornton International PartnerGrant Thornton LLP2011 - 2011
Beal Bank (BealService corporation) 1994 - 2010
Beal Bank 1994 - 2010
Comptroller of the Currency 1975 - 1984
Skills
Financial Analysis, Due Diligence, Mergers & Acquisitions, Risk Management, Real Estate, Analysis, Portfolio Management, Process Improvement, Investments, Policy, Restructuring, Loans, Commercial Lending, Internal Audit, Management, Budgets, Finance, Banking, Investment Banking, Real Estate Economics, Capital Markets, Mortgage Lending, Sarbanes-Oxley Act, Strategic Planning, Managerial Finance, Underwriting, Business Process..., Financial Reporting, Financial Risk, Corporate Finance, Asset Management, Private Equity, Valuation, Financial Modeling, Commercial Banking, Fixed Income, Credit Analysis, Financial Services, Internal Controls, Executive Management, Corporate Governance, Equities, Credit, Cash Management, Auditing, Accounting, Mergers, Credit Risk
Education
John Carroll University 1971 — 1975
BS/BA, Finance, General
Grant Thornton International PartnerGrant Thornton LLP2011 - 2011
Beal Bank (BealService corporation) 1994 - 2010
Beal Bank 1994 - 2010
Comptroller of the Currency 1975 - 1984
Skills
Financial Analysis, Due Diligence, Mergers & Acquisitions, Risk Management, Real Estate, Analysis, Portfolio Management, Process Improvement, Investments, Policy, Restructuring, Loans, Commercial Lending, Internal Audit, Management, Budgets, Finance, Banking, Investment Banking, Real Estate Economics, Capital Markets, Mortgage Lending, Sarbanes-Oxley Act, Strategic Planning, Managerial Finance, Underwriting, Business Process..., Financial Reporting, Financial Risk, Corporate Finance, Asset Management, Private Equity, Valuation, Financial Modeling, Commercial Banking, Fixed Income, Credit Analysis, Financial Services, Internal Controls, Executive Management, Corporate Governance, Equities, Credit, Cash Management, Auditing, Accounting, Mergers, Credit Risk
Education
John Carroll University 1971 — 1975
BS/BA, Finance, General
Adam Hoffman Adam Hoffman's Beal Bank Experience February 2005 - August 2005
Job Corporate Counsel at STMicroelectronics
Industry Law Practice
Experience
STMicroelectronics August 2013 - Present
Haynes and Boone, LLP November 2009 - August 2013
Beal Bank February 2005 - August 2005
Skills
Legal Research, Legal Writing, Commercial Litigation, Corporate Law, Intellectual Property, Securities Regulation, Corporate Governance, Due Diligence
Education
Southern Methodist University Dedman School of Law 2006 — 2009
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Doctor of Law (JD), Law; Business
University of Florida 2001 — 2004
Bachelor of Science in Business Administration, Finance
STMicroelectronics August 2013 - Present
Haynes and Boone, LLP November 2009 - August 2013
Beal Bank February 2005 - August 2005
Skills
Legal Research, Legal Writing, Commercial Litigation, Corporate Law, Intellectual Property, Securities Regulation, Corporate Governance, Due Diligence
Education
Southern Methodist University Dedman School of Law 2006 — 2009
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Doctor of Law (JD), Law; Business
University of Florida 2001 — 2004
Bachelor of Science in Business Administration, Finance
Curt Fuller Curt Fuller's Beal Bank Experience September 2009 - February 2010
Job Partner
Industry Real Estate
Experience
FNMA July 2010 - Present
Fuller Group Realty Advisors, LLC July 2004 - Present
Beal Bank September 2009 - February 2010
GE Fleet Services October 2003 - July 2004
CitiCapital Fleet May 2002 - October 2003
CitiCapital Fleet March 2001 - May 2002
CitiCapital Fleet January 2000 - March 2001
Associates Commercial Corporation February 1999 - January 2000
Associates Corporation of North America - USAC/MD August 1997 - February 1999
Associates Corporation of North America - Associates Fleet Leasing, Inc. November 1994 - August 1997
Skills
Real Estate Economics, Real Estate, Mortgage Lending, Vendor Management, Loans, Process Improvement, Disposition, Due Diligence, CMBS, Investment Properties, Valuation, Relationship Management
Education
Baylor University 1987 — 1991
BBA, Real Estate
FNMA July 2010 - Present
Fuller Group Realty Advisors, LLC July 2004 - Present
Beal Bank September 2009 - February 2010
GE Fleet Services October 2003 - July 2004
CitiCapital Fleet May 2002 - October 2003
CitiCapital Fleet March 2001 - May 2002
CitiCapital Fleet January 2000 - March 2001
Associates Commercial Corporation February 1999 - January 2000
Associates Corporation of North America - USAC/MD August 1997 - February 1999
Associates Corporation of North America - Associates Fleet Leasing, Inc. November 1994 - August 1997
Skills
Real Estate Economics, Real Estate, Mortgage Lending, Vendor Management, Loans, Process Improvement, Disposition, Due Diligence, CMBS, Investment Properties, Valuation, Relationship Management
Education
Baylor University 1987 — 1991
BBA, Real Estate
Judy Tomlinson Judy Tomlinson's Beal Bank Experience April 2007 - October 2007
Job Records Retention Manager at Energy Future Holdings
Industry Writing and Editing
Experience
Energy Future Holdings May 2012 - Present
Energy Future Holdings June 2010 - April 2012
TXU November 2008 - June 2010
ARGO Data Resource Corporation September 2008 - November 2008
Beal Bank April 2007 - October 2007
Consulting Partners 1998 - 2001
The Associates (A division of Ford Motor Finance) February 1980 - March 1985
TV39 - KETR 1978 - 1980
TV39 - KETR 1978 - 1980
Skills
Technical Writing, Technical Documentation, Software Documentation, Project Management, TV Production, Training, Instructor-led Training, SharePoint, Process Improvement, FrameMaker, E-Learning, Microsoft Office, Change Management, Adobe Acrobat, Training Delivery, Management, Corporate Communications, Photography, Adobe Creative Suite, SnagIt, Captivate, Technical Training, Vendor Management, Records Management, RoboHelp, Business Process..., Analysis, Technical Project..., ADDIE, Contract Management, Energy, Business Analysis, Program Management, MS Office suite, Audio-Visual Production, Music Production, Legal Documents, Legal Compliance, Real Estate Financing, Documentation
Education
Southern Methodist University 1972 — 1976
BFA
Richmond, The American International University in London 1973 — 1973
International Studies
Energy Future Holdings May 2012 - Present
Energy Future Holdings June 2010 - April 2012
TXU November 2008 - June 2010
ARGO Data Resource Corporation September 2008 - November 2008
Beal Bank April 2007 - October 2007
Consulting Partners 1998 - 2001
The Associates (A division of Ford Motor Finance) February 1980 - March 1985
TV39 - KETR 1978 - 1980
TV39 - KETR 1978 - 1980
Skills
Technical Writing, Technical Documentation, Software Documentation, Project Management, TV Production, Training, Instructor-led Training, SharePoint, Process Improvement, FrameMaker, E-Learning, Microsoft Office, Change Management, Adobe Acrobat, Training Delivery, Management, Corporate Communications, Photography, Adobe Creative Suite, SnagIt, Captivate, Technical Training, Vendor Management, Records Management, RoboHelp, Business Process..., Analysis, Technical Project..., ADDIE, Contract Management, Energy, Business Analysis, Program Management, MS Office suite, Audio-Visual Production, Music Production, Legal Documents, Legal Compliance, Real Estate Financing, Documentation
Education
Southern Methodist University 1972 — 1976
BFA
Richmond, The American International University in London 1973 — 1973
International Studies
Chris Lang, MBA Chris Lang, MBA's Beal Bank Experience October 2009 - August 2010
Job Managing Member
Industry Financial Services
Experience
Dogwood Capital Partners, LLC/CBL Ventures, LLC June 2010 - Present
Mutual of Omaha Bank February 2011 - February 2012
CBL Ventures, LLC June 2010 - February 2011
Beal Bank October 2009 - August 2010
Treadstone Capital and Shoreline March 2007 - October 2009
Benchmark Bank December 2003 - September 2005
Park Cities Bank May 2000 - December 2003
Skills
Financial Analysis, Due Diligence, Valuation, Mergers & Acquisitions, Mergers, Portfolio Management, Private Equity, Business Development, Banking, Financial Modeling, Strategy, Business Planning, Consulting, Deal Sourcing, Finance, Investments, Credit, Loans, Executive Management, Start-ups, Financial Services, Equities, Corporate Development, Corporate Finance, Business Strategy, Forecasting, Real Estate, Analysis, Competitive Analysis, Management, Loan Origination, Cash Flow, Acquisitions
Education
Drake University 2005 — 2007
MBA, Finance
Drake University 1996 — 2000
BSBA, Business Marketing
Highland Park High School
Dogwood Capital Partners, LLC/CBL Ventures, LLC June 2010 - Present
Mutual of Omaha Bank February 2011 - February 2012
CBL Ventures, LLC June 2010 - February 2011
Beal Bank October 2009 - August 2010
Treadstone Capital and Shoreline March 2007 - October 2009
Benchmark Bank December 2003 - September 2005
Park Cities Bank May 2000 - December 2003
Skills
Financial Analysis, Due Diligence, Valuation, Mergers & Acquisitions, Mergers, Portfolio Management, Private Equity, Business Development, Banking, Financial Modeling, Strategy, Business Planning, Consulting, Deal Sourcing, Finance, Investments, Credit, Loans, Executive Management, Start-ups, Financial Services, Equities, Corporate Development, Corporate Finance, Business Strategy, Forecasting, Real Estate, Analysis, Competitive Analysis, Management, Loan Origination, Cash Flow, Acquisitions
Education
Drake University 2005 — 2007
MBA, Finance
Drake University 1996 — 2000
BSBA, Business Marketing
Highland Park High School
Sue Routh Sue Routh's Beal Bank Experience January 2009 - October 2009
Job Net Lease Acquisitions Manager at Behringer
Industry Real Estate
Experience
Behringer June 2012 - Present
MMC Group LP October 2009 - November 2011
Beal Bank January 2009 - October 2009
HDG Mansur January 1999 - November 2008
Intershop Real Estate Services July 1993 - June 1998
Deutsche Bank (formerly Bankers Trust Company) June 1979 - June 1993
Skills
Acquisitions, Due Diligence, Disposition, Financial Analysis, International Marketing..., Real Estate Transactions, Commercial Portfolio..., Real Estate, Commercial Real Estate, Investments, Leases, Portfolio Management, International Marketing, Goal Oriented, Property Management, Real Estate Economics, Finance, Valuation
Education
Skidmore College
BA
Behringer June 2012 - Present
MMC Group LP October 2009 - November 2011
Beal Bank January 2009 - October 2009
HDG Mansur January 1999 - November 2008
Intershop Real Estate Services July 1993 - June 1998
Deutsche Bank (formerly Bankers Trust Company) June 1979 - June 1993
Skills
Acquisitions, Due Diligence, Disposition, Financial Analysis, International Marketing..., Real Estate Transactions, Commercial Portfolio..., Real Estate, Commercial Real Estate, Investments, Leases, Portfolio Management, International Marketing, Goal Oriented, Property Management, Real Estate Economics, Finance, Valuation
Education
Skidmore College
BA
Carson Boone Carson Boone's Beal Bank Experience June 2015 - Present
Job Student at University of Texas at Dallas
Industry Accounting
Experience
Beal Bank June 2015 - Present
Skills
Account Reconciliation, Accounts Payable, Accounting, Bank Reconciliation, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Account Management
Education
The University of Texas at Dallas 2015 — 2017
Accounting
Hendrix College 2013 — 2015
Accounting, 3.7
Allen High School 2009 — 2013
3.94
Beal Bank June 2015 - Present
Skills
Account Reconciliation, Accounts Payable, Accounting, Bank Reconciliation, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Account Management
Education
The University of Texas at Dallas 2015 — 2017
Accounting
Hendrix College 2013 — 2015
Accounting, 3.7
Allen High School 2009 — 2013
3.94
Tippi Sorensen's Beal Bank Experience January 2014 - October 2014
Job
Industry Building Materials
Experience
Beal Bank January 2014 - October 2014
Overhead Door Corporation August 2011 - January 2014
EF Johnson Technologies, Inc. April 2006 - April 2011
Optimal Solutions January 2003 - April 2005
Midwest Consulting Group October 1997 - January 2003
Skills
Employee Relations, Benefits Administration, FMLA, Human Resources, Management, HRIS, Policy, Onboarding, Performance Management, Employee Benefits, Technical Recruiting, Change Management, HR Policies, Leadership Development, Sourcing, Team Building, Employment Law, Payroll, Temporary Placement, New Hire Orientations, College Recruiting, Labor Relations, Vendor Management, Time Management, Training, Interviews, PeopleSoft, Budgets, Customer Service
Education
Southern Methodist University 1990 — 1994
B.A
Beal Bank January 2014 - October 2014
Overhead Door Corporation August 2011 - January 2014
EF Johnson Technologies, Inc. April 2006 - April 2011
Optimal Solutions January 2003 - April 2005
Midwest Consulting Group October 1997 - January 2003
Skills
Employee Relations, Benefits Administration, FMLA, Human Resources, Management, HRIS, Policy, Onboarding, Performance Management, Employee Benefits, Technical Recruiting, Change Management, HR Policies, Leadership Development, Sourcing, Team Building, Employment Law, Payroll, Temporary Placement, New Hire Orientations, College Recruiting, Labor Relations, Vendor Management, Time Management, Training, Interviews, PeopleSoft, Budgets, Customer Service
Education
Southern Methodist University 1990 — 1994
B.A
Craig D. Hargrove, M.B.A.'s Beal Bank Experience January 2001 - February 2003
Job Consultant Review acquired portfolio(s) at Prescott Realty Group / Dyke O'neal
Industry Financial Services
Experience
Prescott Realty Group / Dyke O'neal February 2014 - Present
Dallas Baptist University - Graduate School January 2010 - May 2013
GMAC ResCap November 2003 - January 2007
First Horizon National Corporation November 2000 - September 2003
Beal Bank January 2001 - February 2003
Bank One November 1996 - November 1998
Education
Dallas Baptist University
Master of Business Administration (M.B.A. 2013), Business Administration and Management
Eastern New Mexico University
Bachelor's degree
Prescott Realty Group / Dyke O'neal February 2014 - Present
Dallas Baptist University - Graduate School January 2010 - May 2013
GMAC ResCap November 2003 - January 2007
First Horizon National Corporation November 2000 - September 2003
Beal Bank January 2001 - February 2003
Bank One November 1996 - November 1998
Education
Dallas Baptist University
Master of Business Administration (M.B.A. 2013), Business Administration and Management
Eastern New Mexico University
Bachelor's degree
Sharon (Waidner) Smart PMP's Beal Bank Experience 2009 - November 2010
Job SVP Process Design Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
Beal Bank 2009 - November 2010
APEX Systems (Contract position at Bank of America) August 2008 - January 2009
The North Highland Company 2009 - 2009
Bank of America August 1999 - April 2008
Bank of America August 1999 - April 2008
Bank of America August 1999 - April 2008
Bank of America August 1999 - April 2008
Skills
Business Process..., Recruiting, Performance Management, Employee Relations, Customer Satisfaction, Problem Management, Management Consulting, Project Management, Management, Leadership, Vendor Management, Strategy, Business Process..., Business Development, Business Analysis, Change Management, Program Management, Data Center, IT Strategy, PMO, Start-ups, Security, Process Improvement, Risk Management, PMP, SDLC, Banking, Six Sigma
Education
Central Michigan University 1978 — 1980
BSBA, Management, Human Resources
Bank of America November 2010 - Present
Beal Bank 2009 - November 2010
APEX Systems (Contract position at Bank of America) August 2008 - January 2009
The North Highland Company 2009 - 2009
Bank of America August 1999 - April 2008
Bank of America August 1999 - April 2008
Bank of America August 1999 - April 2008
Bank of America August 1999 - April 2008
Skills
Business Process..., Recruiting, Performance Management, Employee Relations, Customer Satisfaction, Problem Management, Management Consulting, Project Management, Management, Leadership, Vendor Management, Strategy, Business Process..., Business Development, Business Analysis, Change Management, Program Management, Data Center, IT Strategy, PMO, Start-ups, Security, Process Improvement, Risk Management, PMP, SDLC, Banking, Six Sigma
Education
Central Michigan University 1978 — 1980
BSBA, Management, Human Resources
Kris Keith's Beal Bank Experience 2001 - 2002
Job VP/Associate General Counsel, Nationstar Mortgage
Industry Real Estate
Experience
Nationstar Mortgage November 2010 - Present
PeirsonPatterson, LLP 2003 - 2005
CitiFinancial Mortgage 2002 - 2003
citigroup 2002 - 2003
Beal Bank 2001 - 2002
Skills
Auditing, Bankruptcy, Mortgage Lending, Corporate Law, Residential Mortgages, Corporate Governance, Due Diligence, Securities, Legal Compliance, Mortgage Servicing, Contract Negotiation, Legal Research, Licensing, Real Estate, Loans
Education
Southern Methodist University Dedman School of Law 1997 — 2000
Southern Methodist University 1995 — 1997
Bachelor of Arts, History, Political Science
The University of Texas at Austin 1993 — 1995
Business Administration, Accounting
Nationstar Mortgage November 2010 - Present
PeirsonPatterson, LLP 2003 - 2005
CitiFinancial Mortgage 2002 - 2003
citigroup 2002 - 2003
Beal Bank 2001 - 2002
Skills
Auditing, Bankruptcy, Mortgage Lending, Corporate Law, Residential Mortgages, Corporate Governance, Due Diligence, Securities, Legal Compliance, Mortgage Servicing, Contract Negotiation, Legal Research, Licensing, Real Estate, Loans
Education
Southern Methodist University Dedman School of Law 1997 — 2000
Southern Methodist University 1995 — 1997
Bachelor of Arts, History, Political Science
The University of Texas at Austin 1993 — 1995
Business Administration, Accounting
Steve Koch's Beal Bank Experience February 2011 - August 2013
Job Consulting Architect
Industry Information Technology and Services
Experience
Iono Solutions Inc. July 2014 - Present
Solidity Consulting, LLC August 2013 - Present
Beal Bank February 2011 - August 2013
Information Technology Partners November 2008 - December 2010
W. Soule & Company December 2004 - November 2008
Heystek Technologies May 2003 - November 2004
JAS Networks June 2002 - May 2003
Skills
Virtualization, Disaster Recovery, Data Center, VMware, Network Security, Cloud Computing, Business Continuity, Enterprise Architecture, Storage Area Networks, High Availability, Start-ups, Entrepreneurship, Scalable Architecture, Information Technology..., vCloud, vCAC, Storage Consolidation, VMware ESX, NetApp, EMC Storage, Hitachi Storage, HP Storage, Server Consolidation, Storage Virtualization, Microsoft SQL Server, Microsoft Exchange, Nginx, SAN, Active Directory, Automation, Orchestration, VMware Infrastructure
Education
Davenport University 2002 — 2007
Bachelor's Degree, Network Security
Iono Solutions Inc. July 2014 - Present
Solidity Consulting, LLC August 2013 - Present
Beal Bank February 2011 - August 2013
Information Technology Partners November 2008 - December 2010
W. Soule & Company December 2004 - November 2008
Heystek Technologies May 2003 - November 2004
JAS Networks June 2002 - May 2003
Skills
Virtualization, Disaster Recovery, Data Center, VMware, Network Security, Cloud Computing, Business Continuity, Enterprise Architecture, Storage Area Networks, High Availability, Start-ups, Entrepreneurship, Scalable Architecture, Information Technology..., vCloud, vCAC, Storage Consolidation, VMware ESX, NetApp, EMC Storage, Hitachi Storage, HP Storage, Server Consolidation, Storage Virtualization, Microsoft SQL Server, Microsoft Exchange, Nginx, SAN, Active Directory, Automation, Orchestration, VMware Infrastructure
Education
Davenport University 2002 — 2007
Bachelor's Degree, Network Security
Ed Berg's Beal Bank Experience May 2009 - July 2009
Job Independent
Industry Investment Management
Experience
Self-Employed June 2013 - Present
ORIX USA Corporation July 2009 - June 2013
Beal Bank May 2009 - July 2009
Goldman Sachs February 2004 - December 2008
BearingPoint (KPMG Consulting) August 2001 - January 2004
Comerica Bank August 1997 - April 1999
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance & Entreprenuership
Baylor University 1993 — 1997
BBA, Finance
Self-Employed June 2013 - Present
ORIX USA Corporation July 2009 - June 2013
Beal Bank May 2009 - July 2009
Goldman Sachs February 2004 - December 2008
BearingPoint (KPMG Consulting) August 2001 - January 2004
Comerica Bank August 1997 - April 1999
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance & Entreprenuership
Baylor University 1993 — 1997
BBA, Finance
Jay West's Beal Bank Experience January 2009 - February 2010
Job Jay West Realty, Apartments, Land for Apts & Student Housing
Industry Real Estate
Experience
Jay West Realty January 1990 - Present
C-III Asset Management LLC January 2011 - May 2012
Beal Bank January 2009 - February 2010
Jay West Realty January 2007 - December 2008
Allegiance Development January 2005 - December 2006
Skills
Real Estate, Real Estate Economics, Asset Managment, Leases, Disposition, Real Estate Transactions, Loans, Investment Properties, Real Estate Development, Due Diligence, Condos, Apartments, Property Management, Residential Homes, Brokerage, Acquisitions, Commercial Real Estate, Banking, Mortgage Lending, Valuation, Negotiation, Investments, REO, Underwriting, Commercial Mortgages, Loan Origination, Foreclosures, Finance, Corporate Real Estate, Land Acquisition, Location Intelligence, Portfolio Management, Credit, Real Estate Financing, Asset Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Real Estate & Finance
Texas A&M University 1969 — 1973
Bachelor of Science, Zoology
Jay West Realty January 1990 - Present
C-III Asset Management LLC January 2011 - May 2012
Beal Bank January 2009 - February 2010
Jay West Realty January 2007 - December 2008
Allegiance Development January 2005 - December 2006
Skills
Real Estate, Real Estate Economics, Asset Managment, Leases, Disposition, Real Estate Transactions, Loans, Investment Properties, Real Estate Development, Due Diligence, Condos, Apartments, Property Management, Residential Homes, Brokerage, Acquisitions, Commercial Real Estate, Banking, Mortgage Lending, Valuation, Negotiation, Investments, REO, Underwriting, Commercial Mortgages, Loan Origination, Foreclosures, Finance, Corporate Real Estate, Land Acquisition, Location Intelligence, Portfolio Management, Credit, Real Estate Financing, Asset Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Real Estate & Finance
Texas A&M University 1969 — 1973
Bachelor of Science, Zoology
Scott Jefferies's Beal Bank Experience April 2002 - September 2004
Job Senior Vice President at WNC First Insurance Services
Industry Financial Services
Experience
WNC First Insurance Services March 2013 - Present
CLMG Corp. December 2010 - March 2013
MGC Mortgage August 2009 - December 2010
FIS-LPS September 2008 - January 2009
Saxon Mortgage Services, Inc. September 2004 - June 2008
Beal Bank April 2002 - September 2004
First American Real Estate Tax Services March 1995 - February 2002
Capstead 1992 - 1994
Lomas Mortgage USA 1985 - 1992
Skills
Loan Servicing, Mortgage Lending, Banking, Credit Analysis, Credit Risk, Mortgage Servicing, Leadership, Process Improvement, Loans, FHA, Loss Mitigation, Outsourcing, Mortgage Banking, Underwriting, Training, Portfolio Management, Accounting, Insurance, Mergers & Acquisitions, Credit, Customer Service, Loan Origination, Residential Mortgages, Software Documentation
Education
Brigham Young University 1979 — 1983
Grantsville High
Grantsville High
WNC First Insurance Services March 2013 - Present
CLMG Corp. December 2010 - March 2013
MGC Mortgage August 2009 - December 2010
FIS-LPS September 2008 - January 2009
Saxon Mortgage Services, Inc. September 2004 - June 2008
Beal Bank April 2002 - September 2004
First American Real Estate Tax Services March 1995 - February 2002
Capstead 1992 - 1994
Lomas Mortgage USA 1985 - 1992
Skills
Loan Servicing, Mortgage Lending, Banking, Credit Analysis, Credit Risk, Mortgage Servicing, Leadership, Process Improvement, Loans, FHA, Loss Mitigation, Outsourcing, Mortgage Banking, Underwriting, Training, Portfolio Management, Accounting, Insurance, Mergers & Acquisitions, Credit, Customer Service, Loan Origination, Residential Mortgages, Software Documentation
Education
Brigham Young University 1979 — 1983
Grantsville High
Grantsville High
J.R. Cole's Beal Bank Experience January 2009 - January 2011
Job Vice President Underwriting at Centerline Capital Group
Industry Banking
Experience
Centerline Capital Group February 2011 - Present
Beal Bank January 2009 - January 2011
Goldman Sachs Commercial Mortgage Capital August 2005 - November 2008
Skills
Real Estate Economics, CMBS, Underwriting, Loans, Commercial Mortgages
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (MBA), Finance / Real Estate
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Centerline Capital Group February 2011 - Present
Beal Bank January 2009 - January 2011
Goldman Sachs Commercial Mortgage Capital August 2005 - November 2008
Skills
Real Estate Economics, CMBS, Underwriting, Loans, Commercial Mortgages
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (MBA), Finance / Real Estate
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Eric Vollbrecht's Beal Bank Experience December 2009 - Present
Job Assistant Branch Manager at Beal Bank
Industry Banking
Experience
Beal Bank December 2009 - Present
Wings Financial Federal Credit Union 2004 - 2007
Skills
Loans, Credit, Consumer Lending, Banking, Customer Service, Sales
Education
Minnesota State University, Moorhead 1995 — 2001
Beal Bank December 2009 - Present
Wings Financial Federal Credit Union 2004 - 2007
Skills
Loans, Credit, Consumer Lending, Banking, Customer Service, Sales
Education
Minnesota State University, Moorhead 1995 — 2001
Leonard R. Simpson's Beal Bank Experience August 2009 - February 2010
Job Principal at Ares Management LLC
Industry Real Estate
Experience
Ares Management LLC November 2014 - Present
C-III Asset Management, LLC (formerly Centerlline Servicing Inc.) February 2010 - October 2014
Beal Bank August 2009 - February 2010
Centerline Capital Group 2007 - December 2009
Eagle MDF January 2009 - June 2009
Simpson Advisors November 2008 - December 2008
Centerline Capital Group January 2007 - November 2008
Capmark September 2005 - November 2006
GMAC Commercial Mortgage August 2003 - September 2005
Lend Lease REI, Inc. June 2000 - August 2003
Skills
CMBS, Debt, Investments, Due Diligence, Loans, Commercial Mortgages, Credit, Structured Finance, Financial Modeling, Mortgage Lending, Real Estate, Investment Properties, Portfolio Management, Real Estate Development, Finance, Loan Servicing, Securitization, Loan Origination, Real Estate Economics, Analysis, Underwriting
Education
Baylor University - Hankamer School of Business 1979 — 1981
BBA, Finance
New York University
Masters of Science in Real Estate, Real Estate
Ares Management LLC November 2014 - Present
C-III Asset Management, LLC (formerly Centerlline Servicing Inc.) February 2010 - October 2014
Beal Bank August 2009 - February 2010
Centerline Capital Group 2007 - December 2009
Eagle MDF January 2009 - June 2009
Simpson Advisors November 2008 - December 2008
Centerline Capital Group January 2007 - November 2008
Capmark September 2005 - November 2006
GMAC Commercial Mortgage August 2003 - September 2005
Lend Lease REI, Inc. June 2000 - August 2003
Skills
CMBS, Debt, Investments, Due Diligence, Loans, Commercial Mortgages, Credit, Structured Finance, Financial Modeling, Mortgage Lending, Real Estate, Investment Properties, Portfolio Management, Real Estate Development, Finance, Loan Servicing, Securitization, Loan Origination, Real Estate Economics, Analysis, Underwriting
Education
Baylor University - Hankamer School of Business 1979 — 1981
BBA, Finance
New York University
Masters of Science in Real Estate, Real Estate
Darrell Powell's Beal Bank Experience 2002 - 2003
Job Housing Program/FHA Servicing Specialist at HUD
Industry Financial Services
Experience
HUD December 2007 - Present
Specialized Loan Servicing May 2007 - May 2008
Aurora Loan Services 2005 - 2007
EMC Mortgage May 2002 - January 2006
Aurora Loan Services June 2002 - April 2003
Beal Bank 2002 - 2003
Mellon Mortgage 1997 - 1999
Accubanc Mortgage 1996 - 1997
Countrywide Home Loans 1989 - 1997
Skills
SDLC, Customer Service, Loss Mitigation, Loan Servicing, Process Improvement, Mortgage Servicing, Short Sales, HUD, Default, FHA, Foreclosures, Software Documentation, Leadership, Mortgage Lending, Real Estate, Microsoft Office, Banking, Financial Analysis, Underwriting, Credit, Analytical Skills, Analysis, Loans, Mortgage Banking, Risk Management, True Team Player, Management, HAMP, Fannie Mae, Freddie Mac, Employee Training, Professional Mentoring, Peer Mentoring, Annual Reviews, Portfolio Management, Residential Mortgages, Mortgage Underwriting
Education
Southeastern Oklahoma State University 1983 — 1986
HUD December 2007 - Present
Specialized Loan Servicing May 2007 - May 2008
Aurora Loan Services 2005 - 2007
EMC Mortgage May 2002 - January 2006
Aurora Loan Services June 2002 - April 2003
Beal Bank 2002 - 2003
Mellon Mortgage 1997 - 1999
Accubanc Mortgage 1996 - 1997
Countrywide Home Loans 1989 - 1997
Skills
SDLC, Customer Service, Loss Mitigation, Loan Servicing, Process Improvement, Mortgage Servicing, Short Sales, HUD, Default, FHA, Foreclosures, Software Documentation, Leadership, Mortgage Lending, Real Estate, Microsoft Office, Banking, Financial Analysis, Underwriting, Credit, Analytical Skills, Analysis, Loans, Mortgage Banking, Risk Management, True Team Player, Management, HAMP, Fannie Mae, Freddie Mac, Employee Training, Professional Mentoring, Peer Mentoring, Annual Reviews, Portfolio Management, Residential Mortgages, Mortgage Underwriting
Education
Southeastern Oklahoma State University 1983 — 1986
Rodney Roe's Beal Bank Experience November 2008 - August 2009
Job at Fannie Mae
Industry Commercial Real Estate
Experience
Fannie Mae August 2009 - Present
Beal Bank November 2008 - August 2009
JPMorgan Chase May 2007 - November 2008
Column Financial 2004 - 2007
AMRESCO Capital 1997 - 2004
AMRESCO 1997 - 2004
Crown Northcorp 1992 - 1997
Education
Texas A&M University 1989 — 1991
MBA, Finance & Real Estate
Austin College 1983 — 1987
Fannie Mae August 2009 - Present
Beal Bank November 2008 - August 2009
JPMorgan Chase May 2007 - November 2008
Column Financial 2004 - 2007
AMRESCO Capital 1997 - 2004
AMRESCO 1997 - 2004
Crown Northcorp 1992 - 1997
Education
Texas A&M University 1989 — 1991
MBA, Finance & Real Estate
Austin College 1983 — 1987
Ken Murphy's Beal Bank Experience May 2003 - March 2012
Job Principal at Space Finance Group Holdings, LLC
Industry Banking
Experience
Space Finance Group Holdings, LLC October 2012 - Present
Independent Financial Consulting March 2012 - Present
The Moon Society August 2011 - Present
Lunar Library LLC June 2008 - Present
Beal Bank May 2003 - March 2012
National Space Society 2008 - 2010
NASA Academy May 2002 - August 2002
Boeing February 2001 - April 2001
Banque Nationale de Paris January 1996 - July 2000
Credit Lyonnais March 1995 - September 1995
Skills
Risk Management, Program Management, Strategic Planning, Research, Analysis, Process Improvement, Public Speaking, Microsoft Office, Project Management, Proposal Writing, Data Analysis, Business Strategy, Budgets, Team Building, Project Planning, Team Leadership, Management, Investments, Policy, Leadership, Contract Negotiation, Portfolio Management, Credit Analysis, Training, Business Planning, Banking, Finance, Business Development, Executive Management, Mortgage Lending, Government, Technical Writing, Loans, Accounting, Mergers & Acquisitions, Strategy, Integration, Start-ups, Capital Markets, Structured Finance, Financial Analysis, Financial Modeling, Management Consulting, Entrepreneurship, Cross-functional Team..., Change Management, Requirements Analysis, Business Analysis, Software Documentation, Credit
Education
International Space University 2000 — 2001
Master of Science (MSc), Space Science, Engineering & Business
American Institute of Banking 1993 — 1994
Banking for Professionals Certificate, Banking & Finance
State University of New York College at Brockport 1990 — 1992
BA, International Business & Economics, Minor in French
Monroe Community College 1989 — 1990
AS, Liberal Arts & Sciences, General Studies - International Business Concentration
Austin Community College 1986 — 1989
n/a, Business
The University of Texas at Austin 1985 — 1987
n/a, Undecided
Round Rock High School 1981 — 1985
Space Finance Group Holdings, LLC October 2012 - Present
Independent Financial Consulting March 2012 - Present
The Moon Society August 2011 - Present
Lunar Library LLC June 2008 - Present
Beal Bank May 2003 - March 2012
National Space Society 2008 - 2010
NASA Academy May 2002 - August 2002
Boeing February 2001 - April 2001
Banque Nationale de Paris January 1996 - July 2000
Credit Lyonnais March 1995 - September 1995
Skills
Risk Management, Program Management, Strategic Planning, Research, Analysis, Process Improvement, Public Speaking, Microsoft Office, Project Management, Proposal Writing, Data Analysis, Business Strategy, Budgets, Team Building, Project Planning, Team Leadership, Management, Investments, Policy, Leadership, Contract Negotiation, Portfolio Management, Credit Analysis, Training, Business Planning, Banking, Finance, Business Development, Executive Management, Mortgage Lending, Government, Technical Writing, Loans, Accounting, Mergers & Acquisitions, Strategy, Integration, Start-ups, Capital Markets, Structured Finance, Financial Analysis, Financial Modeling, Management Consulting, Entrepreneurship, Cross-functional Team..., Change Management, Requirements Analysis, Business Analysis, Software Documentation, Credit
Education
International Space University 2000 — 2001
Master of Science (MSc), Space Science, Engineering & Business
American Institute of Banking 1993 — 1994
Banking for Professionals Certificate, Banking & Finance
State University of New York College at Brockport 1990 — 1992
BA, International Business & Economics, Minor in French
Monroe Community College 1989 — 1990
AS, Liberal Arts & Sciences, General Studies - International Business Concentration
Austin Community College 1986 — 1989
n/a, Business
The University of Texas at Austin 1985 — 1987
n/a, Undecided
Round Rock High School 1981 — 1985
Brittany Clifton's Beal Bank Experience December 2010 - August 2012
Job Bookkeeper/Accountant at Failure Free Reading
Industry Financial Services
Experience
Healing Your Hidden Hurts BookkeeperFailure Free ReadingJune 2015 - Present
Excel Center, Goodwill January 2013 - Present
Einstein Montessori School October 2012 - January 2013
Einstein Montessori School August 2012 - January 2013
Beal Bank December 2010 - August 2012
Fifth Third Bank May 2006 - December 2010
Gap November 2000 - May 2006
East Tipp Middle School December 2000 - March 2006
Skills
Sales, Coaching, Budgets, Training, Teaching, Time Management, Team Building, Leadership Development, Outlook, Management, Team Leadership, Teamwork
Education
Indiana Wesleyan University 2013 — 2015
Master of Arts (MA), Secondary Education and Teaching
Kaplan University 2007 — 2009
MBA, Finance & Accounting
Purdue University 2003 — 2006
BS, Retail Management
Healing Your Hidden Hurts BookkeeperFailure Free ReadingJune 2015 - Present
Excel Center, Goodwill January 2013 - Present
Einstein Montessori School October 2012 - January 2013
Einstein Montessori School August 2012 - January 2013
Beal Bank December 2010 - August 2012
Fifth Third Bank May 2006 - December 2010
Gap November 2000 - May 2006
East Tipp Middle School December 2000 - March 2006
Skills
Sales, Coaching, Budgets, Training, Teaching, Time Management, Team Building, Leadership Development, Outlook, Management, Team Leadership, Teamwork
Education
Indiana Wesleyan University 2013 — 2015
Master of Arts (MA), Secondary Education and Teaching
Kaplan University 2007 — 2009
MBA, Finance & Accounting
Purdue University 2003 — 2006
BS, Retail Management
Teresa Wiggins's Beal Bank Experience March 2001 - September 2005
Job Owner at Well Organized Living
Industry Design
Experience
Well Organized Living - Home Transitions January 2006 - Present
Beal Bank March 2001 - September 2005
Beal Aerospace 2000 - 2001
Education
Oakland University
Well Organized Living - Home Transitions January 2006 - Present
Beal Bank March 2001 - September 2005
Beal Aerospace 2000 - 2001
Education
Oakland University
Amy Theriot's Beal Bank Experience April 2009 - July 2012
Job HR Consultant at Siepe Services LLC
Industry Investment Management
Experience
Siepe Services LLC April 2013 - Present
Beal Bank April 2009 - July 2012
Highland Capital Management October 2006 - June 2008
Sebring Capital June 2002 - October 2006
KPMG July 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 1999 — 2000
MS, Accounting
Southern Methodist University 1995 — 1999
BBA, Accounting
Siepe Services LLC April 2013 - Present
Beal Bank April 2009 - July 2012
Highland Capital Management October 2006 - June 2008
Sebring Capital June 2002 - October 2006
KPMG July 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 1999 — 2000
MS, Accounting
Southern Methodist University 1995 — 1999
BBA, Accounting
Jody Day's Beal Bank Experience 2009 - 2012
Job Finance and Accounting Executive in the Subprime Auto Finance Industry
Industry Financial Services
Experience
Skopos Financial April 2012 - Present
Beal Bank 2009 - 2012
MGC Mortgage Corp. 2009 - 2010
Inspire Auto Finance Company LLC December 2006 - January 2008
Drive Financial Services (formerly FirstCity Funding, now Santander Bank) 1998 - 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Financial Modeling, General Ledger, Financial Statements, Risk Management, Credit, Accounts Receivable, Accounts Payable, Corporate Governance, Account Reconciliation, Auto Finance, Subprime Auto Finance, Subprime Auto Lending, Subprime Automotive..., Subprime Automotive..., Indirect Automotive..., Nonprime Auto Finance, Nonprime Auto Lending, Nonprime Automotive..., Indirect Auto Lending, Nonprime Automotive..., Auto Lending, Indirect Auto Finance, Indirect Automotive..., Loans, Leadership, Banking, Management, Funding, Investments
Education
Baylor University 1989 — 1994
Bachelor's of Business Administration (BBA), Accounting
Robert E. Lee High School 1984 — 1988
High School Diploma
Skopos Financial April 2012 - Present
Beal Bank 2009 - 2012
MGC Mortgage Corp. 2009 - 2010
Inspire Auto Finance Company LLC December 2006 - January 2008
Drive Financial Services (formerly FirstCity Funding, now Santander Bank) 1998 - 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Financial Modeling, General Ledger, Financial Statements, Risk Management, Credit, Accounts Receivable, Accounts Payable, Corporate Governance, Account Reconciliation, Auto Finance, Subprime Auto Finance, Subprime Auto Lending, Subprime Automotive..., Subprime Automotive..., Indirect Automotive..., Nonprime Auto Finance, Nonprime Auto Lending, Nonprime Automotive..., Indirect Auto Lending, Nonprime Automotive..., Auto Lending, Indirect Auto Finance, Indirect Automotive..., Loans, Leadership, Banking, Management, Funding, Investments
Education
Baylor University 1989 — 1994
Bachelor's of Business Administration (BBA), Accounting
Robert E. Lee High School 1984 — 1988
High School Diploma
Jeff Peiper's Beal Bank Experience December 1990 - March 1994
Job Crisis Manager/Turnaround Consultant
Industry Financial Services
Experience
Financial Security Services Inc. August 2002 - October 2006
Grisanti, Galef & Goldress April 2000 - July 2002
FirstPlus Financial Inc. March 1996 - April 2000
First American Savings Bank, SSB June 1994 - March 1996
Beal Bank December 1990 - March 1994
Women's Federal Savings & Loan 1976 - 1982
Skills
Financial Modeling, Small Business Lending, Management Consulting, Process Improvement, Strategy, Credit Analysis, Management, Microsoft Office, Due Diligence, Mergers & Acquisitions, Business Planning, Customer Service, Security, Financial Analysis, Marketing Strategy, Strategic Planning, Mergers, Crisis Management, Turn Around Management, Asset Management, Loans, Restructuring, Business Development, Finance, Credit, Negotiation, Business Strategy, Budgets, Corporate Finance, Start-ups, Valuation, Small Business, Executive Management, Portfolio Management
Education
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1973
JD, Labor Law
Kent State University
BBA, Business Management
Financial Security Services Inc. August 2002 - October 2006
Grisanti, Galef & Goldress April 2000 - July 2002
FirstPlus Financial Inc. March 1996 - April 2000
First American Savings Bank, SSB June 1994 - March 1996
Beal Bank December 1990 - March 1994
Women's Federal Savings & Loan 1976 - 1982
Skills
Financial Modeling, Small Business Lending, Management Consulting, Process Improvement, Strategy, Credit Analysis, Management, Microsoft Office, Due Diligence, Mergers & Acquisitions, Business Planning, Customer Service, Security, Financial Analysis, Marketing Strategy, Strategic Planning, Mergers, Crisis Management, Turn Around Management, Asset Management, Loans, Restructuring, Business Development, Finance, Credit, Negotiation, Business Strategy, Budgets, Corporate Finance, Start-ups, Valuation, Small Business, Executive Management, Portfolio Management
Education
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1973
JD, Labor Law
Kent State University
BBA, Business Management
Mark Novachek's Beal Bank Experience November 2011 - Present
Job Consulting for Mortgage Accounting and Master Servicing
Industry Financial Services
Experience
Beal Bank November 2011 - Present
Mark T Novachek November 2010 - November 2011
EMC Mortgage February 2006 - August 2009
EMC Mortgage/Bear Stearns February 2006 - August 2009
JPMorgan Chase February 2006 - August 2009
JP Morgan/Chase: EMC Mortgage 2006 - 2009
JP Morgan Chase (formerly The Bear Stearns Companies) 2006 - 2009
Alan King and Company January 2005 - February 2006
Credit Suisse First Boston 2001 - 2003
Wachovia / First Union August 1997 - September 2001
Education
Pace University 1992 — 1995
BBA and MBA, Accounting
Beal Bank November 2011 - Present
Mark T Novachek November 2010 - November 2011
EMC Mortgage February 2006 - August 2009
EMC Mortgage/Bear Stearns February 2006 - August 2009
JPMorgan Chase February 2006 - August 2009
JP Morgan/Chase: EMC Mortgage 2006 - 2009
JP Morgan Chase (formerly The Bear Stearns Companies) 2006 - 2009
Alan King and Company January 2005 - February 2006
Credit Suisse First Boston 2001 - 2003
Wachovia / First Union August 1997 - September 2001
Education
Pace University 1992 — 1995
BBA and MBA, Accounting
Dorothy Watson's Beal Bank Experience July 2009 - Present
Job AVP Branch Manager at Beal Bank
Industry Banking
Experience
Beal Bank July 2009 - Present
Omni National Bank September 2008 - May 2009
Fort Campbell Federal Credit Union August 2000 - May 2008
Skills
Loans, Branch Management, Consumer Lending, Bank Secrecy Act, Cross Selling, Deposits, Coaching, Credit Unions, Internet Banking, Home Equity Loans, Customer Service, Credit, Loan Origination, Banking, Retail Banking, Team Building, Training, Financial Services, Credit Cards, Refinance, Lines Of Credit, Branch Banking, Credit Analysis, Core Banking, Commercial Banking
Education
Bethel College (TN) 2002 — 2003
Bachelors, Organizational Management
Purdue University 1980 — 1981
Beal Bank July 2009 - Present
Omni National Bank September 2008 - May 2009
Fort Campbell Federal Credit Union August 2000 - May 2008
Skills
Loans, Branch Management, Consumer Lending, Bank Secrecy Act, Cross Selling, Deposits, Coaching, Credit Unions, Internet Banking, Home Equity Loans, Customer Service, Credit, Loan Origination, Banking, Retail Banking, Team Building, Training, Financial Services, Credit Cards, Refinance, Lines Of Credit, Branch Banking, Credit Analysis, Core Banking, Commercial Banking
Education
Bethel College (TN) 2002 — 2003
Bachelors, Organizational Management
Purdue University 1980 — 1981
Dwight Boles's Beal Bank Experience April 2009 - March 2014
Job Vice President, Commercial Lending at American National Bank
Industry Banking
Experience
American National Bank June 2015 - Present
Retired March 2014 - May 2015
Beal Bank April 2009 - March 2014
Boles and Associates September 2006 - March 2009
Regions Bank December 2005 - September 2006
JPMorgan Chase October 1989 - December 2005
Skills
Real Estate Economics, Investment Banking, Loans, Loan Origination, Financial Analysis, Commercial Lending, Equities, Structured Finance, Valuation, Structured Products, Risk Management, Corporate Finance, Asset Management, Financial Structuring, Loan Servicing, Underwriting, Hedge Funds, Financial Services, Portfolio Management, Credit Analysis, Mortgage Banking, Loss Mitigation, Capital Markets, Finance, Cash Management, Commercial Mortgages, CMBS, Consumer Lending, Credit, Financial Modeling, Banking, Bloomberg, Financial Risk, Retail Banking, Investments, Fixed Income, Mortgage Lending, Commercial Banking, Mortgage Servicing, Credit Risk, Due Diligence, Real Estate
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1980
MBA, Finance
Abilene Christian University 1969 — 1973
Bachelor of Science (BS), Economics
American National Bank June 2015 - Present
Retired March 2014 - May 2015
Beal Bank April 2009 - March 2014
Boles and Associates September 2006 - March 2009
Regions Bank December 2005 - September 2006
JPMorgan Chase October 1989 - December 2005
Skills
Real Estate Economics, Investment Banking, Loans, Loan Origination, Financial Analysis, Commercial Lending, Equities, Structured Finance, Valuation, Structured Products, Risk Management, Corporate Finance, Asset Management, Financial Structuring, Loan Servicing, Underwriting, Hedge Funds, Financial Services, Portfolio Management, Credit Analysis, Mortgage Banking, Loss Mitigation, Capital Markets, Finance, Cash Management, Commercial Mortgages, CMBS, Consumer Lending, Credit, Financial Modeling, Banking, Bloomberg, Financial Risk, Retail Banking, Investments, Fixed Income, Mortgage Lending, Commercial Banking, Mortgage Servicing, Credit Risk, Due Diligence, Real Estate
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1980
MBA, Finance
Abilene Christian University 1969 — 1973
Bachelor of Science (BS), Economics
Jean Wilson - Dunson's Beal Bank Experience August 2007 - February 2009
Job Mortgage Underwriter at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Solomon Edwards Group November 2011 - January 2013
MMC Group March 2009 - March 2011
Beal Bank August 2007 - February 2009
EMC November 2006 - April 2007
MDMC November 2002 - April 2007
US Small Business Administration September 2005 - November 2006
Republic State Mortgage 2002 - 2006
Integrity Mortgage Group 2000 - 2002
Skills
Underwriting, Real Estate, Access, Excel, Origination, Mortgage, Mortgage Lending, FHA, Loan Origination, Makeup Artistry, Photography, Writing, Loans, Due Diligence, Banking, Word, Risk Management, Mortgage Banking
Education
The University of Texas at Arlington 1988 — 1990
Bachelors, Communications with a minor in business
Northeastern State University 1982 — 1983
Other
Wells Fargo February 2013 - Present
Solomon Edwards Group November 2011 - January 2013
MMC Group March 2009 - March 2011
Beal Bank August 2007 - February 2009
EMC November 2006 - April 2007
MDMC November 2002 - April 2007
US Small Business Administration September 2005 - November 2006
Republic State Mortgage 2002 - 2006
Integrity Mortgage Group 2000 - 2002
Skills
Underwriting, Real Estate, Access, Excel, Origination, Mortgage, Mortgage Lending, FHA, Loan Origination, Makeup Artistry, Photography, Writing, Loans, Due Diligence, Banking, Word, Risk Management, Mortgage Banking
Education
The University of Texas at Arlington 1988 — 1990
Bachelors, Communications with a minor in business
Northeastern State University 1982 — 1983
Other
Bierka Alcantara Brown's Beal Bank Experience February 2012 - March 2012
Job Senior Accountant
Industry Financial Services
Experience
Beal Bank February 2012 - March 2012
JP Morgan Chase April 2009 - February 2010
Skills
Internal Controls, Access, Finance, Bank Reconciliation, Account Management, Mortgage Servicing
Education
Kean University 1991 — 1997
BS, Accounting
Beal Bank February 2012 - March 2012
JP Morgan Chase April 2009 - February 2010
Skills
Internal Controls, Access, Finance, Bank Reconciliation, Account Management, Mortgage Servicing
Education
Kean University 1991 — 1997
BS, Accounting
julie zmolik's Beal Bank Experience March 2010 - Present
Job Valuation Coordinator at Beal Bank
Industry Executive Office
Experience
Beal Bank March 2010 - Present
Zmolik Household January 2009 - March 2010
Freeman August 2007 - January 2009
Freeman August 2007 - January 2009
Dallas Market Center January 1990 - August 2007
Dallas Market Center Operating, LP January 1990 - August 2007
Dallas Market Center April 1994 - March 2002
Dallas Market Center August 1992 - March 1994
Skills
Human Resources, Travel Arrangements, Administrative..., Budgets, Executive..., Marketing, Outlook
Education
JJ Pearce High School 1978 — 1981
HS Diploma
Richland Community College
Business Administration and Management, General
Beal Bank March 2010 - Present
Zmolik Household January 2009 - March 2010
Freeman August 2007 - January 2009
Freeman August 2007 - January 2009
Dallas Market Center January 1990 - August 2007
Dallas Market Center Operating, LP January 1990 - August 2007
Dallas Market Center April 1994 - March 2002
Dallas Market Center August 1992 - March 1994
Skills
Human Resources, Travel Arrangements, Administrative..., Budgets, Executive..., Marketing, Outlook
Education
JJ Pearce High School 1978 — 1981
HS Diploma
Richland Community College
Business Administration and Management, General
Bonnie Revak's Beal Bank Experience August 2008 - December 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Beal Bank August 2008 - December 2008
Education
Community College of Allegheny County
AS, Business/Public Administration
Robert Morris University - Illinois
BS, Business Administration/Management
Beal Bank August 2008 - December 2008
Education
Community College of Allegheny County
AS, Business/Public Administration
Robert Morris University - Illinois
BS, Business Administration/Management
John Fabro's Beal Bank Experience March 2010 - July 2011
Job Substitute Teacher at Lake Dallas ISD
Industry Banking
Experience
Lake Dallas ISD January 2013 - Present
Beal Bank March 2010 - July 2011
The Highlands Bank of Dallas November 2007 - January 2010
Wachovia 2005 - 2007
Skills
Banking, Loans, Branch Banking, Retail Banking, Commercial Lending, Consumer Lending, Cross Selling, Portfolio Management, Risk Management, Relationship Management, Underwriting, Branch Management, Financial Services
Education
University of North Texas 2013 — 2015
Mathematics with minor in Education
North Central Texas College 2011 — 2013
Associates of Arts and Sciences
Lake Dallas ISD January 2013 - Present
Beal Bank March 2010 - July 2011
The Highlands Bank of Dallas November 2007 - January 2010
Wachovia 2005 - 2007
Skills
Banking, Loans, Branch Banking, Retail Banking, Commercial Lending, Consumer Lending, Cross Selling, Portfolio Management, Risk Management, Relationship Management, Underwriting, Branch Management, Financial Services
Education
University of North Texas 2013 — 2015
Mathematics with minor in Education
North Central Texas College 2011 — 2013
Associates of Arts and Sciences
Derek Schauer's Beal Bank Experience January 2005 - June 2007
Job Director of Asset Management at Cawley Partners
Industry Real Estate
Experience
Cawley Partners June 2007 - Present
Beal Bank January 2005 - June 2007
Skills
Budgets, Disposition, Real Estate Economics, Real Estate Development, Asset Management, Microsoft Office, Due Diligence, Real Estate, Customer Service
Education
Florida State University 2000 — 2004
Finance and Multinational Business
Jesuit College Preparatory School 1996 — 2000
Cawley Partners June 2007 - Present
Beal Bank January 2005 - June 2007
Skills
Budgets, Disposition, Real Estate Economics, Real Estate Development, Asset Management, Microsoft Office, Due Diligence, Real Estate, Customer Service
Education
Florida State University 2000 — 2004
Finance and Multinational Business
Jesuit College Preparatory School 1996 — 2000
Larry Colvin's Beal Bank Experience February 2009 - Present
Job Sr. DBA at Beal Bank
Industry Leisure, Travel & Tourism
Experience
Beal Bank February 2009 - Present
Hotels.com March 2007 - February 2009
Elegent 1998 - 2001
Education
Dallas County Community College 1991 — 1992
None, Programming in C/C++
Beal Bank February 2009 - Present
Hotels.com March 2007 - February 2009
Elegent 1998 - 2001
Education
Dallas County Community College 1991 — 1992
None, Programming in C/C++
Vern Stansell's Beal Bank Experience January 2001 - May 2001
Job Sr. Manager NA Records & Information Management, DFW, TX
Industry Financial Services
Experience
GE Real Estate December 2012 - Present
GE Real Estate March 2009 - December 2012
GE Real Estate February 2005 - March 2009
Prudential Asset Resources May 2001 - February 2005
Beal Bank January 2001 - May 2001
GE Capital July 1995 - November 2000
Prentiss Properties October 1992 - July 1995
FAMCO Services October 1989 - November 1992
NCNB Texas December 1988 - October 1989
FDIC September 1984 - December 1988
Skills
Asset Management, Real Estate, Process Improvement, Six Sigma, Workout, Negotiation, Cash Management, Operations Management, Loan Servicing, Security Management, Lean Management, Workshop Facilitation, Anti Money Laundering, Development & delivery..., Project Management, System Development, Asset Managment, Credit, Management, Program Management, Loans, Financial Analysis, Valuation, Investments, Due Diligence
Education
College of Business 1987 — 1992
MBA, Strategic Management
University of Oklahoma 1967 — 1971
BS, Secondary Social Studies
Northwest Classen High School 1965 — 1969
GE Real Estate December 2012 - Present
GE Real Estate March 2009 - December 2012
GE Real Estate February 2005 - March 2009
Prudential Asset Resources May 2001 - February 2005
Beal Bank January 2001 - May 2001
GE Capital July 1995 - November 2000
Prentiss Properties October 1992 - July 1995
FAMCO Services October 1989 - November 1992
NCNB Texas December 1988 - October 1989
FDIC September 1984 - December 1988
Skills
Asset Management, Real Estate, Process Improvement, Six Sigma, Workout, Negotiation, Cash Management, Operations Management, Loan Servicing, Security Management, Lean Management, Workshop Facilitation, Anti Money Laundering, Development & delivery..., Project Management, System Development, Asset Managment, Credit, Management, Program Management, Loans, Financial Analysis, Valuation, Investments, Due Diligence
Education
College of Business 1987 — 1992
MBA, Strategic Management
University of Oklahoma 1967 — 1971
BS, Secondary Social Studies
Northwest Classen High School 1965 — 1969
Don Edwards's Beal Bank Experience 1996 - 2004
Job Sr. Vice President at CIII Asset Mgmt.
Industry Real Estate
Experience
C-III Asset Management LLC 2006 - Present
Beal Bank 1996 - 2004
American Real Estate Group 1988 - 1994
Skills
REO, Acquisitions, Real Estate Economics, Disposition, Marketing, Real Estate, Asset Management, Loans, Real Estate Financing, Investments, Negotiation, Underwriting, Portfolio Management, Asset Managment, Commercial Real Estate, Valuation, Due Diligence, CMBS, Capital Markets, Financial Structuring, Loan Origination, Real Estate Transactions, Dispositions
Education
Arizona State University
B.S., Business and Finance
Brigham Young University
MBA, Finance and Real Estate
C-III Asset Management LLC 2006 - Present
Beal Bank 1996 - 2004
American Real Estate Group 1988 - 1994
Skills
REO, Acquisitions, Real Estate Economics, Disposition, Marketing, Real Estate, Asset Management, Loans, Real Estate Financing, Investments, Negotiation, Underwriting, Portfolio Management, Asset Managment, Commercial Real Estate, Valuation, Due Diligence, CMBS, Capital Markets, Financial Structuring, Loan Origination, Real Estate Transactions, Dispositions
Education
Arizona State University
B.S., Business and Finance
Brigham Young University
MBA, Finance and Real Estate
Andrei Perumal's Beal Bank Experience September 2002 - March 2005
Job Managing Director at Wilson Perumal & Company, Inc.
Industry Management Consulting
Experience
Wilson Perumal & Company January 2009 - Present
Accenture September 2007 - December 2008
George Group Consulting (acquired by Accenture) July 2007 - December 2008
George Group Consulting (acquired by Accenture) August 2005 - July 2007
Beal Bank September 2002 - March 2005
Bain & Company July 2000 - July 2002
Beal Aerospace Technologies, Inc. January 1999 - June 2000
US Navy Nuclear Power Program August 1993 - January 1999
Skills
Operational Excellence, Business Strategy, Strategy, Operations Management, Leadership, Management, Business Process..., Consulting, Business Planning, Management Consulting, Process Improvement, Lean Manufacturing, Six Sigma, Program Management, Corporate Development, Organizational Design, Strategic Planning, Change Management, Business Transformation, Start-ups, Cross-functional Team...
Education
Massachusetts Institute of Technology 1987 — 1991
BS, Aeronautical / Astronautical Engineering
Wilson Perumal & Company January 2009 - Present
Accenture September 2007 - December 2008
George Group Consulting (acquired by Accenture) July 2007 - December 2008
George Group Consulting (acquired by Accenture) August 2005 - July 2007
Beal Bank September 2002 - March 2005
Bain & Company July 2000 - July 2002
Beal Aerospace Technologies, Inc. January 1999 - June 2000
US Navy Nuclear Power Program August 1993 - January 1999
Skills
Operational Excellence, Business Strategy, Strategy, Operations Management, Leadership, Management, Business Process..., Consulting, Business Planning, Management Consulting, Process Improvement, Lean Manufacturing, Six Sigma, Program Management, Corporate Development, Organizational Design, Strategic Planning, Change Management, Business Transformation, Start-ups, Cross-functional Team...
Education
Massachusetts Institute of Technology 1987 — 1991
BS, Aeronautical / Astronautical Engineering
Pete Gilkey's Beal Bank Experience 2001 - 2005
Job Director of Development and Compliance at Vandelay Education
Industry Education Management
Experience
Vandelay Education May 2013 - Present
Nationstar Mortgage November 2012 - May 2013
Saxon Mortgage 2009 - 2012
Saxon Mortgage 2008 - 2009
Saxon Mortgage 2007 - 2008
EMC Mortgage 2005 - 2007
Beal Bank 2001 - 2005
CitiFinancial 1996 - 2001
Skills
Loss Mitigation, Loan Servicing, Portfolio Management, Default, Foreclosures, Call Centers, Credit, Mortgage Servicing, Finance, Investment Properties, Executive Management, FHA, Vendor Management, Financial Services, Reverse Mortgages, Mortgage Lending, Loans, Loan Modifications, Valuation, Real Estate Transactions, Real Estate Financing, LPS, Mortgage Banking, Financial Risk, Sales, Risk Management, Banking, Underwriting, Mortgage Underwriting, Loan Origination, Refinance, Fraud, Credit Risk, Commercial Real Estate, Bankruptcy, REO, Real Estate Economics, Consumer Lending, Credit Analysis, Residential Mortgages, Real Estate, Appraisals, Due Diligence, Asset, Property, Funding, Litigation, Asset Management, Analysis, HAMP
Education
Florida State University
BS
Vandelay Education May 2013 - Present
Nationstar Mortgage November 2012 - May 2013
Saxon Mortgage 2009 - 2012
Saxon Mortgage 2008 - 2009
Saxon Mortgage 2007 - 2008
EMC Mortgage 2005 - 2007
Beal Bank 2001 - 2005
CitiFinancial 1996 - 2001
Skills
Loss Mitigation, Loan Servicing, Portfolio Management, Default, Foreclosures, Call Centers, Credit, Mortgage Servicing, Finance, Investment Properties, Executive Management, FHA, Vendor Management, Financial Services, Reverse Mortgages, Mortgage Lending, Loans, Loan Modifications, Valuation, Real Estate Transactions, Real Estate Financing, LPS, Mortgage Banking, Financial Risk, Sales, Risk Management, Banking, Underwriting, Mortgage Underwriting, Loan Origination, Refinance, Fraud, Credit Risk, Commercial Real Estate, Bankruptcy, REO, Real Estate Economics, Consumer Lending, Credit Analysis, Residential Mortgages, Real Estate, Appraisals, Due Diligence, Asset, Property, Funding, Litigation, Asset Management, Analysis, HAMP
Education
Florida State University
BS
Ann Wilbur's Beal Bank Experience November 2009 - October 2010
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Beal Bank November 2009 - October 2010
Synopsys 1995 - 2000
Skills
Business Development, Management Consulting, Management, Strategy, Business Intelligence, Program Management, Business Process..., Start-ups, Business Process, Enterprise Software, Cross-functional Team..., Vendor Management, CRM, Leadership, Process Improvement, Product Management, Strategic Partnerships
Education
Duke University
M.Ed., Guidance and Counseling
University of Southern California
MS, Systems
Beal Bank November 2009 - October 2010
Synopsys 1995 - 2000
Skills
Business Development, Management Consulting, Management, Strategy, Business Intelligence, Program Management, Business Process..., Start-ups, Business Process, Enterprise Software, Cross-functional Team..., Vendor Management, CRM, Leadership, Process Improvement, Product Management, Strategic Partnerships
Education
Duke University
M.Ed., Guidance and Counseling
University of Southern California
MS, Systems
Darrell Bohannan's Beal Bank Experience February 2009 - Present
Job Accountant at Beal Bank
Industry Accounting
Experience
Beal Bank February 2009 - Present
Snelling Staffing Services July 2009 - November 2009
Accountemps March 2004 - July 2009
Bluebonnet Savings Bank 1989 - 2004
Skills
Financial Accounting, Bank Reconciliation, Financial Reporting, Fixed Assets, Accounts Payable, Financial Analysis, Budgets, PeopleSoft, Oracle E-Business Suite, SAP, Microsoft Dynamics, General Ledger
Education
Southern Nazarene University 1974 — 1982
B.S.
College of Business
B.S.
Beal Bank February 2009 - Present
Snelling Staffing Services July 2009 - November 2009
Accountemps March 2004 - July 2009
Bluebonnet Savings Bank 1989 - 2004
Skills
Financial Accounting, Bank Reconciliation, Financial Reporting, Fixed Assets, Accounts Payable, Financial Analysis, Budgets, PeopleSoft, Oracle E-Business Suite, SAP, Microsoft Dynamics, General Ledger
Education
Southern Nazarene University 1974 — 1982
B.S.
College of Business
B.S.
Ross Thiedeman's Beal Bank Experience 2002 - 2003
Job Regional Sales Director at StreetLinks Lender Solutions
Industry Financial Services
Experience
StreetLinks Lender Solutions January 2014 - Present
Nationstar Mortgage 2009 - November 2013
BNY Mellon 2003 - 2008
Beal Bank 2002 - 2003
The Associates 2000 - 2002
AMRESCO 1998 - 1999
Skills
Financial Modeling, Management, Securitization, Banking, Finance, Portfolio Management, Credit, Financial Analysis, Business Development, Real Estate, Loans, Relationship Management, Mergers & Acquisitions, Valuation, Financial Services, Due Diligence, ABS, Sales, Asset Management, CRM
Education
Southern Methodist University 1984 — 1985
MBA, Finance
Iowa State University - College of Business 1977 — 1981
Bachelor of Science, Finance, accounting
StreetLinks Lender Solutions January 2014 - Present
Nationstar Mortgage 2009 - November 2013
BNY Mellon 2003 - 2008
Beal Bank 2002 - 2003
The Associates 2000 - 2002
AMRESCO 1998 - 1999
Skills
Financial Modeling, Management, Securitization, Banking, Finance, Portfolio Management, Credit, Financial Analysis, Business Development, Real Estate, Loans, Relationship Management, Mergers & Acquisitions, Valuation, Financial Services, Due Diligence, ABS, Sales, Asset Management, CRM
Education
Southern Methodist University 1984 — 1985
MBA, Finance
Iowa State University - College of Business 1977 — 1981
Bachelor of Science, Finance, accounting
Derek Hackley's Beal Bank Experience July 2011 - August 2012
Job IS Services Assistant at AvalonBay Communities, Inc.
Industry Higher Education
Experience
AvalonBay Communities August 2012 - Present
Beal Bank July 2011 - August 2012
Navy Federal Credit Union 2008 - 2011
Skills
Banking, Customer Service, PowerPoint, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Money, Phone Etiquette, Loans, Data Entry, Sales, Administrative..., Accounts Receivable, Process Improvement, Outlook, Leadership, Mortgage Banking, Financial Analysis, Customer Satisfaction, Loan Servicing, Accounting, Consumer Lending, Retail Banking, Loan Origination, Analysis, Accounts Payable, Credit Analysis, Teamwork, Commercial Lending, Access, System Administration, Internet Banking, Data Analysis, Software Documentation, Research
Education
George Mason University 2001 — 2010
Bachelor of Arts (B.A.), History
Northern Virginia Community College 2005 — 2007
Associate of Science (A.S.), Computer Science
AvalonBay Communities August 2012 - Present
Beal Bank July 2011 - August 2012
Navy Federal Credit Union 2008 - 2011
Skills
Banking, Customer Service, PowerPoint, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Money, Phone Etiquette, Loans, Data Entry, Sales, Administrative..., Accounts Receivable, Process Improvement, Outlook, Leadership, Mortgage Banking, Financial Analysis, Customer Satisfaction, Loan Servicing, Accounting, Consumer Lending, Retail Banking, Loan Origination, Analysis, Accounts Payable, Credit Analysis, Teamwork, Commercial Lending, Access, System Administration, Internet Banking, Data Analysis, Software Documentation, Research
Education
George Mason University 2001 — 2010
Bachelor of Arts (B.A.), History
Northern Virginia Community College 2005 — 2007
Associate of Science (A.S.), Computer Science
Scott Frank's Beal Bank Experience 2009 - 2009
Job Principal at Willow Bend Commercial Capital, LLC.
Industry Commercial Real Estate
Experience
Willow Bend Commercial Capital, LLC. July 2013 - Present
Vant Capital Partners September 2011 - June 2013
CBRE September 2010 - November 2010
Beal Bank 2009 - 2009
NorthMarq 2004 - 2009
Prudential Financial 2001 - 2004
J.P. Morgan 2000 - 2001
Archon Group 1998 - 2000
Skills
Underwriting, Real Estate Financing, Real Estate Economics, Due Diligence, Loans, Credit, Investments, Private Equity, Mergers & Acquisitions, Commercial Mortgages, Real Estate, Loan Origination, Commercial Real Estate, Investment Banking, Investment Properties, Portfolio Management, Refinance, Acquisitions, Investors, Commercial Banking, Funding
Education
Southern Methodist University 1994 — 1998
B.A., English
Willow Bend Commercial Capital, LLC. July 2013 - Present
Vant Capital Partners September 2011 - June 2013
CBRE September 2010 - November 2010
Beal Bank 2009 - 2009
NorthMarq 2004 - 2009
Prudential Financial 2001 - 2004
J.P. Morgan 2000 - 2001
Archon Group 1998 - 2000
Skills
Underwriting, Real Estate Financing, Real Estate Economics, Due Diligence, Loans, Credit, Investments, Private Equity, Mergers & Acquisitions, Commercial Mortgages, Real Estate, Loan Origination, Commercial Real Estate, Investment Banking, Investment Properties, Portfolio Management, Refinance, Acquisitions, Investors, Commercial Banking, Funding
Education
Southern Methodist University 1994 — 1998
B.A., English
Dan Littauer's Beal Bank Experience DirectorGE Real Estate1997 - 2007
Job DDA at Beal Bank
Industry Banking
Experience
Beal Bank DirectorGE Real Estate1997 - 2007
Education
Adelphi University
BBA, Law and Finance
Beal Bank DirectorGE Real Estate1997 - 2007
Education
Adelphi University
BBA, Law and Finance
Janet Barden's Beal Bank Experience November 2009 - July 2012
Job EVP/CFO at University Bank
Industry Banking
Experience
University Bank June 2013 - Present
Orange Savings Bank July 2012 - June 2013
Beal Bank November 2009 - July 2012
Comerica Bank June 2004 - October 2009
Liberty Bank for Savings July 2001 - June 2004
South Shore Savings Bank 1999 - 2001
First of America bank 1993 - 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Budgeting, General Ledger, Process Improvement, Banking, Financial Management, Excel, Strategic Planning, Internal Controls, Microsoft Office, Problem Solving, Finance, Risk Management, Management, Financial Services
Education
Eastern Michigan University 1993 — 1998
MBA, Accounting
University of Michigan 1986 — 1990
BA, Communication and Philosophy
University Bank June 2013 - Present
Orange Savings Bank July 2012 - June 2013
Beal Bank November 2009 - July 2012
Comerica Bank June 2004 - October 2009
Liberty Bank for Savings July 2001 - June 2004
South Shore Savings Bank 1999 - 2001
First of America bank 1993 - 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Budgeting, General Ledger, Process Improvement, Banking, Financial Management, Excel, Strategic Planning, Internal Controls, Microsoft Office, Problem Solving, Finance, Risk Management, Management, Financial Services
Education
Eastern Michigan University 1993 — 1998
MBA, Accounting
University of Michigan 1986 — 1990
BA, Communication and Philosophy
Jordan Sanders's Beal Bank Experience June 2009 - May 2010
Job MBA Student at SMU Cox School of Business
Industry Accounting
Experience
Ayres Financial May 2010 - May 2011
Beal Bank June 2009 - May 2010
Sanders & Company January 2009 - June 2009
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Consulting and Venture Management
Ayres Financial May 2010 - May 2011
Beal Bank June 2009 - May 2010
Sanders & Company January 2009 - June 2009
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Consulting and Venture Management
Ben Howe's Beal Bank Experience January 2009 - May 2010
Job Associate at Goldman Sachs
Industry Banking
Experience
Goldman Sachs April 2011 - Present
LNR Property Corporation July 2010 - April 2011
Beal Bank January 2009 - May 2010
Goldman Sachs Commercial Mortgage Capital August 2006 - December 2008
Arbor Commercial Mortgage August 2005 - September 2006
Skills
CMBS, Loans, Commercial Real Estate, Banking, Asset, Real Estate Economics, Loan Origination, Underwriting, Disposition, Asset Managment, Valuation, Due Diligence, Real Estate, Mortgage Lending, Commercial Mortgages, Financial Analysis, Credit Analysis, Acquisitions, Capital Markets, Financial Modeling, Finance, Financial Structuring, Investments, Portfolio Management, Structured Finance
Education
Texas Tech University - Rawls College of Business 2000 — 2005
BBA, MGT & FIN
Høgskolen i Buskerud og Vestfold (HBV) 2003 — 2003
International MGT & FIN
Goldman Sachs April 2011 - Present
LNR Property Corporation July 2010 - April 2011
Beal Bank January 2009 - May 2010
Goldman Sachs Commercial Mortgage Capital August 2006 - December 2008
Arbor Commercial Mortgage August 2005 - September 2006
Skills
CMBS, Loans, Commercial Real Estate, Banking, Asset, Real Estate Economics, Loan Origination, Underwriting, Disposition, Asset Managment, Valuation, Due Diligence, Real Estate, Mortgage Lending, Commercial Mortgages, Financial Analysis, Credit Analysis, Acquisitions, Capital Markets, Financial Modeling, Finance, Financial Structuring, Investments, Portfolio Management, Structured Finance
Education
Texas Tech University - Rawls College of Business 2000 — 2005
BBA, MGT & FIN
Høgskolen i Buskerud og Vestfold (HBV) 2003 — 2003
International MGT & FIN
Lynn Johnston's Beal Bank Experience May 2003 - March 2005
Job Senior Vice President at Regions Bank
Industry Banking
Experience
Regions Bank August 2010 - Present
Citibank N.A. June 2007 - August 2010
WaMu May 2005 - June 2007
Beal Bank May 2003 - March 2005
Bank of America, NA September 2000 - October 2002
Bank One 1999 - 2000
Avcom Technologies 1999 - 1999
FDIC 1990 - 1994
Office of Thrift Supervision 1986 - 1990
Allied Bankshares 1983 - 1986
Skills
Loans, Credit Risk, Commercial Lending, Credit, Real Estate Economics, Finance, Commercial Mortgages, Due Diligence, Asset Based Lending, Relationship Management, Mortgage Lending, Portfolio Management, Leadership, Financial Structuring, Asset Management, Financial Risk, Loan Origination, Commercial Real Estate, Syndications, Refinance, Investments, Investment Properties, Treasury Management, Valuation, Credit Analysis, Risk Management, Banking, Commercial Banking, Strategy, Underwriting, Management, Executive Management, Consumer Lending, Negotiation, Structured Finance, Retail Banking, Cash Management, Lines Of Credit, Private Banking, Small Business Lending, Mortgage Banking
Education
Dallas Baptist University 1972 — 1976
BA
Dallas Theological Seminary
Regions Bank August 2010 - Present
Citibank N.A. June 2007 - August 2010
WaMu May 2005 - June 2007
Beal Bank May 2003 - March 2005
Bank of America, NA September 2000 - October 2002
Bank One 1999 - 2000
Avcom Technologies 1999 - 1999
FDIC 1990 - 1994
Office of Thrift Supervision 1986 - 1990
Allied Bankshares 1983 - 1986
Skills
Loans, Credit Risk, Commercial Lending, Credit, Real Estate Economics, Finance, Commercial Mortgages, Due Diligence, Asset Based Lending, Relationship Management, Mortgage Lending, Portfolio Management, Leadership, Financial Structuring, Asset Management, Financial Risk, Loan Origination, Commercial Real Estate, Syndications, Refinance, Investments, Investment Properties, Treasury Management, Valuation, Credit Analysis, Risk Management, Banking, Commercial Banking, Strategy, Underwriting, Management, Executive Management, Consumer Lending, Negotiation, Structured Finance, Retail Banking, Cash Management, Lines Of Credit, Private Banking, Small Business Lending, Mortgage Banking
Education
Dallas Baptist University 1972 — 1976
BA
Dallas Theological Seminary
Christopher L. Jusino's Beal Bank Experience April 2010 - September 2013
Job Cash Management Associate at Signature Bank
Industry Banking
Experience
Signature Bank June 2014 - Present
Beal Bank April 2010 - September 2013
First Republic Bank July 2007 - January 2010
North Fork Bank September 1999 - June 2007
Citi August 1987 - May 1999
Skills
Banking, Loans, Retail Banking, Management, Branch Management, Deposits, Consumer Lending, Small Business Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Cross Selling, Lines Of Credit, Cash Management, Commercial Mortgages, Bank Secrecy Act, Home Equity Loans, Private Banking, Core Banking, USA PATRIOT Act, KYC, Credit Cards, OFAC, ACH, Teller Operations, Mortgage Servicing, Banking Relationships, Home Equity Lines of..., AML, Internet Banking
Education
City University of New York-Hunter College
Liberal Arts and Sciences/Liberal Studies
Signature Bank June 2014 - Present
Beal Bank April 2010 - September 2013
First Republic Bank July 2007 - January 2010
North Fork Bank September 1999 - June 2007
Citi August 1987 - May 1999
Skills
Banking, Loans, Retail Banking, Management, Branch Management, Deposits, Consumer Lending, Small Business Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Cross Selling, Lines Of Credit, Cash Management, Commercial Mortgages, Bank Secrecy Act, Home Equity Loans, Private Banking, Core Banking, USA PATRIOT Act, KYC, Credit Cards, OFAC, ACH, Teller Operations, Mortgage Servicing, Banking Relationships, Home Equity Lines of..., AML, Internet Banking
Education
City University of New York-Hunter College
Liberal Arts and Sciences/Liberal Studies
Cathy Wilkie Ziegler's Beal Bank Experience March 2006 - May 2009
Job Webmaster at Eccentric Data
Industry Legal Services
Experience
Eccentric Data June 2014 - Present
Robert Half Legal June 2009 - June 2014
Beal Bank March 2006 - May 2009
Haynes and Boone, LLP March 2004 - June 2005
Jenkens & Gilchrist February 1999 - March 2004
OMNES, a Schlumberger/Cable & Wireless Company January 1996 - May 1998
Kleberg & Head, PC January 1995 - December 1995
Hardy & Johns PC January 1993 - December 1994
Southern Federal Tax Institute June 1989 - August 1994
Service Civil International June 1984 - April 1985
Skills
Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Administrative..., Internet, Litigation, Organization, Photoshop, Problem Solving, Publishing, Video Editing, Writing, Employment Law, Cross-cultural Teams, Multicultural, Bankruptcy, Courts, Legal Research, Management, Finance, Contract Negotiation, Research, Leadership, Legal Assistance
Education
University of Houston Law Center 1987 — 1989
none, Law
Sarah Lawrence College 1982 — 1987
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
The Hockaday School of Texas 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Eccentric Data June 2014 - Present
Robert Half Legal June 2009 - June 2014
Beal Bank March 2006 - May 2009
Haynes and Boone, LLP March 2004 - June 2005
Jenkens & Gilchrist February 1999 - March 2004
OMNES, a Schlumberger/Cable & Wireless Company January 1996 - May 1998
Kleberg & Head, PC January 1995 - December 1995
Hardy & Johns PC January 1993 - December 1994
Southern Federal Tax Institute June 1989 - August 1994
Service Civil International June 1984 - April 1985
Skills
Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Administrative..., Internet, Litigation, Organization, Photoshop, Problem Solving, Publishing, Video Editing, Writing, Employment Law, Cross-cultural Teams, Multicultural, Bankruptcy, Courts, Legal Research, Management, Finance, Contract Negotiation, Research, Leadership, Legal Assistance
Education
University of Houston Law Center 1987 — 1989
none, Law
Sarah Lawrence College 1982 — 1987
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
The Hockaday School of Texas 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Tom Verney's Beal Bank Experience September 2011 - July 2012
Job SQL DBA/Developer at CEC Entertainment
Industry Computer Software
Experience
CEC Entertainment June 2012 - Present
Beal Bank September 2011 - July 2012
Bank of America January 2011 - September 2011
Beacon Hill Staffing Group April 2010 - December 2010
MetroPCS March 2006 - January 2010
Mercer 2010 - 2010
Modis November 2005 - March 2006
NationsBank 1995 - 1996
Skills
SQL, Crystal Reports, Databases, SSRS, SDLC, Microsoft SQL Server, Stored Procedures, Business Intelligence, ASP.NET, VB.NET, Business Analysis, Software Development, Data Warehousing, .NET, Visual Basic, T-SQL, Integration, SSIS, C#, ETL
Education
Texas State University 1985 — 1987
Bachelor of Business Administration (BBA), Accounting
Austin Community College 1984 — 1985
Associate of Arts and Sciences (AAS), Data Processing
CEC Entertainment June 2012 - Present
Beal Bank September 2011 - July 2012
Bank of America January 2011 - September 2011
Beacon Hill Staffing Group April 2010 - December 2010
MetroPCS March 2006 - January 2010
Mercer 2010 - 2010
Modis November 2005 - March 2006
NationsBank 1995 - 1996
Skills
SQL, Crystal Reports, Databases, SSRS, SDLC, Microsoft SQL Server, Stored Procedures, Business Intelligence, ASP.NET, VB.NET, Business Analysis, Software Development, Data Warehousing, .NET, Visual Basic, T-SQL, Integration, SSIS, C#, ETL
Education
Texas State University 1985 — 1987
Bachelor of Business Administration (BBA), Accounting
Austin Community College 1984 — 1985
Associate of Arts and Sciences (AAS), Data Processing
Joe Zakrzewski's Beal Bank Experience March 2012 - Present
Job Banking Specialist at Beal Bank USA
Industry Banking
Experience
Beal Bank March 2012 - Present
Bottled Beer LLC March 2007 - Present
E-Z Entertainment April 2003 - Present
Wells Fargo October 2009 - March 2012
Skills
Loans, Series 63, Series 6, Mortgage Banking, Banking, Notary Public, Commercial Lending, NLS, Series 7, Consumer Lending, Loan Origination, Mortgage Lending, Lines Of Credit, Commercial Banking, Craft Beer, Bartending, Beer, Sales, Music, Wedding DJ, DJ, Entrepreneurship, Market Research, Small Business, Customer Service, Customer Satisfaction, Customer Relations, IRAs, Traditional IRA, Roth IRA, Trusts, Financial Literacy..., Volunteering, Community Reinvestment..., Community Outreach, Podcasting, Drums, Percussion, Comedy, Microsoft Office
Education
Villanova University 2013 — 2015
Bachelor's Degree, Multi/Interdisciplinary Studies
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Social Sciences
Roman Catholic High School
Beal Bank March 2012 - Present
Bottled Beer LLC March 2007 - Present
E-Z Entertainment April 2003 - Present
Wells Fargo October 2009 - March 2012
Skills
Loans, Series 63, Series 6, Mortgage Banking, Banking, Notary Public, Commercial Lending, NLS, Series 7, Consumer Lending, Loan Origination, Mortgage Lending, Lines Of Credit, Commercial Banking, Craft Beer, Bartending, Beer, Sales, Music, Wedding DJ, DJ, Entrepreneurship, Market Research, Small Business, Customer Service, Customer Satisfaction, Customer Relations, IRAs, Traditional IRA, Roth IRA, Trusts, Financial Literacy..., Volunteering, Community Reinvestment..., Community Outreach, Podcasting, Drums, Percussion, Comedy, Microsoft Office
Education
Villanova University 2013 — 2015
Bachelor's Degree, Multi/Interdisciplinary Studies
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Social Sciences
Roman Catholic High School
Daniel Rugg's Beal Bank Experience April 2013 - Present
Job Solutions Architect
Industry Banking
Experience
Beal Bank April 2013 - Present
Beal Bank September 2010 - Present
Beal Bank May 2009 - September 2010
Prodovis Mortgage, LLC January 2008 - May 2009
Lockheed Martin Corporation January 2005 - January 2008
Caterpillar, Inc May 2004 - December 2004
Education
Brigham Young University 1996 — 2004
B.S., Manufacturing Engineering Technology
Beal Bank April 2013 - Present
Beal Bank September 2010 - Present
Beal Bank May 2009 - September 2010
Prodovis Mortgage, LLC January 2008 - May 2009
Lockheed Martin Corporation January 2005 - January 2008
Caterpillar, Inc May 2004 - December 2004
Education
Brigham Young University 1996 — 2004
B.S., Manufacturing Engineering Technology
Joseph Falvo's Beal Bank Experience 2002 - 2004
Job Consultant: Providing advisory and project support to businesses of all sizes; startups and established enterprises
Industry Financial Services
Experience
KOW Leasing Co., LLC 2012 - 2014
KOW Manufacturing, Co., LLC 2012 - 2014
REMN - Real Estate Mortgage Network 2010 - 2011
Bank of America Home Loans 2008 - 2009
Countrywide Home Loans 2004 - 2008
Beal Bank 2002 - 2004
New America Capital Markets 1996 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Banking, Underwriting, Credit Analysis, Residential Mortgages, Credit Risk, Refinance, FHA, Loss Mitigation, Commercial Banking, Risk Management, Executive Management, Business Development, CRM, Management, Financial Services, Team Building, Sales Management, Sales, Strategic Planning
Education
Indiana University of Pennsylvania
UNC Kenan-Flagler Business School
KOW Leasing Co., LLC 2012 - 2014
KOW Manufacturing, Co., LLC 2012 - 2014
REMN - Real Estate Mortgage Network 2010 - 2011
Bank of America Home Loans 2008 - 2009
Countrywide Home Loans 2004 - 2008
Beal Bank 2002 - 2004
New America Capital Markets 1996 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Banking, Underwriting, Credit Analysis, Residential Mortgages, Credit Risk, Refinance, FHA, Loss Mitigation, Commercial Banking, Risk Management, Executive Management, Business Development, CRM, Management, Financial Services, Team Building, Sales Management, Sales, Strategic Planning
Education
Indiana University of Pennsylvania
UNC Kenan-Flagler Business School
Lori-Anne Rexford's Beal Bank Experience December 2009 - May 2013
Job Former Branch Manager
Industry Banking
Experience
Beal Bank December 2009 - May 2013
Southern Commerce Bank N A May 2006 - December 2009
Education
Northern Essex Community College
AIB-Banking
Beal Bank December 2009 - May 2013
Southern Commerce Bank N A May 2006 - December 2009
Education
Northern Essex Community College
AIB-Banking
Edwin Trout's Beal Bank Experience October 2000 - May 2003
Job Loan Administration at U/E
Industry Banking
Experience
Beal Corporation February 2007 - Present
Open October 2000 - Present
Bank of America June 2010 - September 2010
Residential/Commercial Escrow January 2003 - April 2010
Beal Service Corporation February 2003 - February 2007
Beal Service Corporation May 2003 - January 2007
Beal Bank October 2000 - May 2003
Ready Reserve February 1989 - February 1992
USMC February 1985 - February 1989
USMC Gamers, Inc. February 1984 - February 1989
Education
Collin County Community College 2009 — 2012
In Process, Criminology/Computer Info Systems
Collin County Community College
Justice Business Technology (CRIJ)
Dallas Baptist University
Beal Corporation February 2007 - Present
Open October 2000 - Present
Bank of America June 2010 - September 2010
Residential/Commercial Escrow January 2003 - April 2010
Beal Service Corporation February 2003 - February 2007
Beal Service Corporation May 2003 - January 2007
Beal Bank October 2000 - May 2003
Ready Reserve February 1989 - February 1992
USMC February 1985 - February 1989
USMC Gamers, Inc. February 1984 - February 1989
Education
Collin County Community College 2009 — 2012
In Process, Criminology/Computer Info Systems
Collin County Community College
Justice Business Technology (CRIJ)
Dallas Baptist University
D'Anne Beck's Beal Bank Experience November 2007 - February 2008
Job Tax Processor III at CoreLogic
Industry Real Estate
Experience
CoreLogic January 2011 - Present
Barnes & Noble, Inc June 1985 - Present
CoreLogic November 2008 - December 2010
Venturi Staffing (First American assignment) February 2008 - November 2008
Beal Bank November 2007 - February 2008
Federal Home Loan Bank of Dallas (FHLB) July 2005 - July 2005
Federal Home Loan Bank of Dallas January 1996 - January 2002
Federal Home Loan Bank of Dallas January 1987 - January 1996
Federal Home Loan Bank of Dallas January 1985 - January 1987
Federal Home Loan Bank of Dallas January 1983 - January 1985
Skills
Data Entry, Access, Banking, PowerPoint, Microsoft Excel, Risk Management, Financial Analysis, Data Analysis, Customer Service, Windows, Troubleshooting, Retail, Project Planning, Outlook, Microsoft Office
Education
North Lake College: Attaining Mortgage Banking & Real
Associate degrees
Tarrant County College
Associate of Arts
CoreLogic January 2011 - Present
Barnes & Noble, Inc June 1985 - Present
CoreLogic November 2008 - December 2010
Venturi Staffing (First American assignment) February 2008 - November 2008
Beal Bank November 2007 - February 2008
Federal Home Loan Bank of Dallas (FHLB) July 2005 - July 2005
Federal Home Loan Bank of Dallas January 1996 - January 2002
Federal Home Loan Bank of Dallas January 1987 - January 1996
Federal Home Loan Bank of Dallas January 1985 - January 1987
Federal Home Loan Bank of Dallas January 1983 - January 1985
Skills
Data Entry, Access, Banking, PowerPoint, Microsoft Excel, Risk Management, Financial Analysis, Data Analysis, Customer Service, Windows, Troubleshooting, Retail, Project Planning, Outlook, Microsoft Office
Education
North Lake College: Attaining Mortgage Banking & Real
Associate degrees
Tarrant County College
Associate of Arts
Barry Bradford's Beal Bank Experience August 2002 - August 2005
Job Enterprise Service Delivery at Heartland Payment Systems
Industry Information Technology and Services
Experience
Heartland Payment Systems March 2014 - Present
E la Carte Inc. January 2014 - January 2015
Heartland Payment Systems February 2013 - June 2013
Baylor Health Care System January 2013 - February 2013
St. Jude Medical August 2005 - August 2012
Beal Bank August 2002 - August 2005
KMAC Interactive May 2001 - August 2002
XO Communications June 2000 - December 2000
Software Spectrum \ Kforce January 2000 - May 2000
Skills
Windows XP Pro, Windows 7, Hardware, Software Installation, Operating Systems, Networking, LAN-WAN, TCP/IP, Wireless, Hubs, Printers, Dell Computers, iPad, BMC Remedy, Marimba, Microsoft Office, McAfee Antivirus, Peripherals, Troubleshooting, Remote Troubleshooting, Active Directory, SCCM, Heat, Dameware, Microsoft Exchange, Lync, DHCP, Access, Microsoft SQL Server, Technical Support, Citrix
Education
Dekalb Technical College
Plano Senior High School
Heartland Payment Systems March 2014 - Present
E la Carte Inc. January 2014 - January 2015
Heartland Payment Systems February 2013 - June 2013
Baylor Health Care System January 2013 - February 2013
St. Jude Medical August 2005 - August 2012
Beal Bank August 2002 - August 2005
KMAC Interactive May 2001 - August 2002
XO Communications June 2000 - December 2000
Software Spectrum \ Kforce January 2000 - May 2000
Skills
Windows XP Pro, Windows 7, Hardware, Software Installation, Operating Systems, Networking, LAN-WAN, TCP/IP, Wireless, Hubs, Printers, Dell Computers, iPad, BMC Remedy, Marimba, Microsoft Office, McAfee Antivirus, Peripherals, Troubleshooting, Remote Troubleshooting, Active Directory, SCCM, Heat, Dameware, Microsoft Exchange, Lync, DHCP, Access, Microsoft SQL Server, Technical Support, Citrix
Education
Dekalb Technical College
Plano Senior High School
Shannon Corley, CPA's Beal Bank Experience October 2011 - October 2013
Job Senior Accountant
Industry Accounting
Experience
Headington Companies October 2013 - Present
Beal Bank October 2011 - October 2013
Beal Bank November 2009 - September 2011
Grant Thornton LLP September 2008 - October 2009
Skills
Microsoft Excel, Auditing, Financial Reporting, SEC filings, Accounting, Financial Analysis, General Ledger
Education
The University of Texas at Arlington 2006 — 2008
Master of Science (MS), Accounting
East Texas Baptist University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Headington Companies October 2013 - Present
Beal Bank October 2011 - October 2013
Beal Bank November 2009 - September 2011
Grant Thornton LLP September 2008 - October 2009
Skills
Microsoft Excel, Auditing, Financial Reporting, SEC filings, Accounting, Financial Analysis, General Ledger
Education
The University of Texas at Arlington 2006 — 2008
Master of Science (MS), Accounting
East Texas Baptist University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Doreen Edgar's Beal Bank Experience July 2012 - March 2013
Job Consultant at Robert Half International
Industry Financial Services
Experience
Robert Half International May 2013 - Present
Beal Bank July 2012 - March 2013
Doreen Edgar September 1987 - 2013
Bank of America October 2010 - July 2012
Wyndham Worldwide May 2005 - September 2010
Cendant November 2004 - May 2005
Skills
Piano, Music, Teaching, Theatre, Forecasting, Financial Analysis, Revenue Analysis, Customer Satisfaction, Customer Service, Microsoft Excel, Outlook, Leadership, Management
Education
Fairleigh Dickinson University 2005 — 2008
Master of Science (MS), Hospitality Administration/Management
SUNY Purchase 1982 — 1987
Bachelor of Fine Arts (BFA), Music Performance, Piano
Robert Half International May 2013 - Present
Beal Bank July 2012 - March 2013
Doreen Edgar September 1987 - 2013
Bank of America October 2010 - July 2012
Wyndham Worldwide May 2005 - September 2010
Cendant November 2004 - May 2005
Skills
Piano, Music, Teaching, Theatre, Forecasting, Financial Analysis, Revenue Analysis, Customer Satisfaction, Customer Service, Microsoft Excel, Outlook, Leadership, Management
Education
Fairleigh Dickinson University 2005 — 2008
Master of Science (MS), Hospitality Administration/Management
SUNY Purchase 1982 — 1987
Bachelor of Fine Arts (BFA), Music Performance, Piano
Jonathan Timm's Beal Bank Experience June 2012 - Present
Job Eviction Manager
Industry Real Estate
Experience
Beal Bank June 2012 - Present
Fannie Mae November 2011 - April 2012
Old Republic Title Company March 2011 - October 2011
Bank of America March 2007 - March 2011
Skills
Banking, REO, Mortgage Lending, Evictions, Loans, Mortgage Banking, FHA, Portfolio Management, Call Centers, Residential Mortgages, Mortgage Servicing, Loan Servicing, Vendor Management, Leadership, Investment Properties, Real Estate, Foreclosures
Education
Collin County Community College
Beal Bank June 2012 - Present
Fannie Mae November 2011 - April 2012
Old Republic Title Company March 2011 - October 2011
Bank of America March 2007 - March 2011
Skills
Banking, REO, Mortgage Lending, Evictions, Loans, Mortgage Banking, FHA, Portfolio Management, Call Centers, Residential Mortgages, Mortgage Servicing, Loan Servicing, Vendor Management, Leadership, Investment Properties, Real Estate, Foreclosures
Education
Collin County Community College
Flora Kotlarek's Beal Bank Experience March 2008 - December 2009
Job Credit Risk Analyst II at Fannie Mae
Industry Financial Services
Experience
Fannie Mae July 2013 - Present
Fannie Mae January 2009 - July 2013
Beal Bank March 2008 - December 2009
National City Mortgage April 2001 - March 2008
Skills
Mortgage Lending, Loans, Financial Analysis, Risk Management, Portfolio Management, Credit, Financial Modeling, Credit Risk, Mortgage Banking, Capital Markets, Fixed Income, Banking
Education
University of Wisconsin-Milwaukee
Bachelor's degree, Economics and Business Administration
Marquette University
Fannie Mae July 2013 - Present
Fannie Mae January 2009 - July 2013
Beal Bank March 2008 - December 2009
National City Mortgage April 2001 - March 2008
Skills
Mortgage Lending, Loans, Financial Analysis, Risk Management, Portfolio Management, Credit, Financial Modeling, Credit Risk, Mortgage Banking, Capital Markets, Fixed Income, Banking
Education
University of Wisconsin-Milwaukee
Bachelor's degree, Economics and Business Administration
Marquette University
Andrew Szymczak's Beal Bank Experience November 2013 - Present
Job Branch Manager at Beal Bank
Industry Banking
Experience
Beal Bank November 2013 - Present
NEFCU December 2007 - November 2013
Amalgamated Bank December 2003 - December 2007
Dimes Savings Bank of Williamsburgh December 2000 - December 2003
Skills
Banking, Retail Banking, Loans, Commercial Banking, Branch Banking, Consumer Lending, Small Business Lending, Cross Selling, Credit, Lines Of Credit, Commercial Lending, Loan Origination, Finance, Credit Unions, Branch Management, Cash Management, Mortgage Lending, Networking, Business Networking, Sales Management, Operations Management
Education
Pace University - Lubin School of Business 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Beal Bank November 2013 - Present
NEFCU December 2007 - November 2013
Amalgamated Bank December 2003 - December 2007
Dimes Savings Bank of Williamsburgh December 2000 - December 2003
Skills
Banking, Retail Banking, Loans, Commercial Banking, Branch Banking, Consumer Lending, Small Business Lending, Cross Selling, Credit, Lines Of Credit, Commercial Lending, Loan Origination, Finance, Credit Unions, Branch Management, Cash Management, Mortgage Lending, Networking, Business Networking, Sales Management, Operations Management
Education
Pace University - Lubin School of Business 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tim Christopher's Beal Bank Experience March 2010 - September 2011
Job Financial Analyst at ProQuest
Industry Libraries
Experience
ProQuest November 2013 - Present
Kaydon Corporation December 2011 - November 2013
Beal Bank March 2010 - September 2011
Laird Plastics September 2008 - March 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Vlookup, SAP BPC, Budget Process, Department Budgeting, Revenue Forecasting, Forecasting, Monthly Close, Quarterly Reporting, Cost Accounting, Financial Forecasting, Capital Budgeting
Education
Central Michigan University 1998 — 2002
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
ProQuest November 2013 - Present
Kaydon Corporation December 2011 - November 2013
Beal Bank March 2010 - September 2011
Laird Plastics September 2008 - March 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Vlookup, SAP BPC, Budget Process, Department Budgeting, Revenue Forecasting, Forecasting, Monthly Close, Quarterly Reporting, Cost Accounting, Financial Forecasting, Capital Budgeting
Education
Central Michigan University 1998 — 2002
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Kris Kinder's Beal Bank Experience January 2015 - Present
Job Records Retention Specialist II at Beal Bank
Industry Information Services
Experience
Beal Bank January 2015 - Present
Education
University of Oklahoma 1976 — 1978
Business
Cameron University 1974 — 1976
Beal Bank January 2015 - Present
Education
University of Oklahoma 1976 — 1978
Business
Cameron University 1974 — 1976