ClearPoint Funding
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ClearPoint Funding Employees
Employee
Years
Job
Industry
Brittany Clark Brittany Clark's ClearPoint Funding Experience March 2012 - August 2012
Job Sales and Service Professional
Industry Banking
Experience
Office Team July 2013 - Present
1-800 East West Mortgage December 2012 - June 2013
Hanscom Federal Credit Union January 2011 - September 2012
ClearPoint Funding March 2012 - August 2012
Greater Ayer Relay For Life January 2009 - July 2011
Digital Federal Credit Union (DCU) January 2007 - January 2011
Arbor Company August 2007 - December 2007
Trader Joes November 2005 - April 2007
R.L. Stevens and Associates 2006 - 2007
Skills
Customer Service, Complaint Management, Compliance, Team Leadership, Teamwork, Organization, Operational Efficiency, Computer Proficiency, Outstanding time..., Elder Care, Nursing Homes, Banking, Consumer Lending, Credit, Credit Unions, Finance, Leadership, Loan Origination, Loans, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Microsoft Word, PowerPoint, Sales, Team Building, Time Management, Training, Underwriting
Education
University of Massachusetts at Lowell 2012 — 2017
Working Towards MBA, Business Administration and Management, General, Cum Laude
Clark University 2007 — 2011
Bachelor’s Degree, Major: Public Administration Minor: Criminal Justice, Cum Laude
Fitchburg State University 2006 — 2007
Pre-Medicine/Pre-Medical Studies
Office Team July 2013 - Present
1-800 East West Mortgage December 2012 - June 2013
Hanscom Federal Credit Union January 2011 - September 2012
ClearPoint Funding March 2012 - August 2012
Greater Ayer Relay For Life January 2009 - July 2011
Digital Federal Credit Union (DCU) January 2007 - January 2011
Arbor Company August 2007 - December 2007
Trader Joes November 2005 - April 2007
R.L. Stevens and Associates 2006 - 2007
Skills
Customer Service, Complaint Management, Compliance, Team Leadership, Teamwork, Organization, Operational Efficiency, Computer Proficiency, Outstanding time..., Elder Care, Nursing Homes, Banking, Consumer Lending, Credit, Credit Unions, Finance, Leadership, Loan Origination, Loans, Management, Microsoft Excel, Microsoft Office, Mortgage Lending, Microsoft Word, PowerPoint, Sales, Team Building, Time Management, Training, Underwriting
Education
University of Massachusetts at Lowell 2012 — 2017
Working Towards MBA, Business Administration and Management, General, Cum Laude
Clark University 2007 — 2011
Bachelor’s Degree, Major: Public Administration Minor: Criminal Justice, Cum Laude
Fitchburg State University 2006 — 2007
Pre-Medicine/Pre-Medical Studies
Rebecca Holtman Rebecca Holtman's ClearPoint Funding Experience October 2010 - September 2011
Job Sr Mtg Underwriter at Freedom Financial & Mortgage Services
Industry Banking
Experience
Freedom Financial & Mortgage Services September 2011 - Present
ClearPoint Funding October 2010 - September 2011
SNMC 2008 - 2010
Aegis 2005 - 2007
Skills
Mortgage Lending, FHA, Mortgage Banking, USDA, VA loans, Loan Origination, Residential Mortgages, FHA financing, Refinance, Mortgage Underwriting, Loans, Underwriting, Government Loans, Credit, Certified Mortgage..., Reverse Mortgages, Banking, Credit Analysis
Education
Tarleton State University
Freedom Financial & Mortgage Services September 2011 - Present
ClearPoint Funding October 2010 - September 2011
SNMC 2008 - 2010
Aegis 2005 - 2007
Skills
Mortgage Lending, FHA, Mortgage Banking, USDA, VA loans, Loan Origination, Residential Mortgages, FHA financing, Refinance, Mortgage Underwriting, Loans, Underwriting, Government Loans, Credit, Certified Mortgage..., Reverse Mortgages, Banking, Credit Analysis
Education
Tarleton State University
Pat Taylor Pat Taylor's ClearPoint Funding Experience March 2011 - February 2013
Job HR/Benefits ProfessionalRetail/Wholesale Mortgage Industry
Industry Human Resources
Experience
United Mortgage Corp. September 2014 - Present
US Mortgage Corporation June 2013 - March 2014
ClearPoint Funding March 2011 - February 2013
Prestige Employee Administrators August 2009 - February 2010
MortgageIT, Inc., sub. of Deusche Bank November 2003 - July 2008
OMD, Inc. November 2000 - November 2003
Reuters May 1986 - November 2000
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Recruiting, HRIS, Benefits Administration, Human Resources, Talent Management, Outlook, Customer Service, Project Management, Team Building, Training, Management, Policy, Onboarding, FMLA, Negotiation, Budgets, Payroll, System Administration, Process Improvement, HR Consulting, Finance, Performance Management, Administration, Hiring, Talent Acquisition, Organizational..., Coaching, Open Enrollment, Strategic Planning, Workforce Planning, COBRA, Succession Planning, Personnel Management, Employee Engagement, Vendor Management, Interviews, Applicant Tracking..., HR Policies, Employee Training, ADP Payroll, Background Checks, Leadership Development, Change Management, Career Development, HR Transformation, Sourcing, Compensation
Education
Suffolk County Community College
Earned credits through evening classes toward an associates degree in business management., Business Management
United Mortgage Corp. September 2014 - Present
US Mortgage Corporation June 2013 - March 2014
ClearPoint Funding March 2011 - February 2013
Prestige Employee Administrators August 2009 - February 2010
MortgageIT, Inc., sub. of Deusche Bank November 2003 - July 2008
OMD, Inc. November 2000 - November 2003
Reuters May 1986 - November 2000
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Recruiting, HRIS, Benefits Administration, Human Resources, Talent Management, Outlook, Customer Service, Project Management, Team Building, Training, Management, Policy, Onboarding, FMLA, Negotiation, Budgets, Payroll, System Administration, Process Improvement, HR Consulting, Finance, Performance Management, Administration, Hiring, Talent Acquisition, Organizational..., Coaching, Open Enrollment, Strategic Planning, Workforce Planning, COBRA, Succession Planning, Personnel Management, Employee Engagement, Vendor Management, Interviews, Applicant Tracking..., HR Policies, Employee Training, ADP Payroll, Background Checks, Leadership Development, Change Management, Career Development, HR Transformation, Sourcing, Compensation
Education
Suffolk County Community College
Earned credits through evening classes toward an associates degree in business management., Business Management
Roxanne Sierra Roxanne Sierra's ClearPoint Funding Experience January 2012 - April 2012
Job RLU West Business Development Manager Georgia at TCF Bank
Industry Financial Services
Experience
TCF Bank January 2014 - Present
LeaderOne Financial April 2012 - December 2013
ClearPoint Funding January 2012 - April 2012
MiLend, Inc. May 2011 - December 2011
SunTrust Wholesale May 2010 - April 2011
Icon Residential January 2009 - May 2010
Fortes Residential Mortgage February 2008 - November 2008
National City Mortgage October 2007 - January 2008
National City Home Equity January 2001 - October 2007
National City Home Equity January 2001 - October 2007
Education
National Center for Paralegal Training
ABA approved, Emphasis on Criminal and Civil
Georgia State University
business administration
TCF Bank January 2014 - Present
LeaderOne Financial April 2012 - December 2013
ClearPoint Funding January 2012 - April 2012
MiLend, Inc. May 2011 - December 2011
SunTrust Wholesale May 2010 - April 2011
Icon Residential January 2009 - May 2010
Fortes Residential Mortgage February 2008 - November 2008
National City Mortgage October 2007 - January 2008
National City Home Equity January 2001 - October 2007
National City Home Equity January 2001 - October 2007
Education
National Center for Paralegal Training
ABA approved, Emphasis on Criminal and Civil
Georgia State University
business administration
Bryan Boucher's ClearPoint Funding Experience November 2009 - March 2013
Job Director of Processing Operations at Homeward Residential
Industry Banking
Experience
Homeward Residential Client Select December 2013 - Present
Berkshire Bank March 2013 - December 2013
ClearPoint Funding November 2009 - March 2013
Virgin Money June 2008 - November 2009
Lendia, LLC November 2007 - June 2008
New Century Mortgage September 2004 - July 2005
Full Spectrum Lending September 2003 - September 2004
Ameriquest Mortgage February 2003 - September 2003
Lindt & Sprungli 1998 - 2003
Skills
Operational Excellence, Process Development, Customer Experience, Mortgage Lending, Loans, Process Simulation, Customer Service, Leadership, Management, Process Improvement, Sales, Sales Management, Banking, Business Development, Certified Mortgage..., Construction Loans, Credit, Customer Satisfaction, FHA, Finance, FHA financing, Financial Analysis, Loan Origination, Loss Mitigation, Mortgage Banking, Mortgage Underwriting, New Business Development, Real Estate, Refinance, Residential Mortgages, Reverse Mortgages, Risk Management, Team Building, Time Management, Underwriting, VA loans, VA Loans, FHA Financing
Education
Atlantic Union College 1997 — 2002
BS, Accounting & Business Managment
Homeward Residential Client Select December 2013 - Present
Berkshire Bank March 2013 - December 2013
ClearPoint Funding November 2009 - March 2013
Virgin Money June 2008 - November 2009
Lendia, LLC November 2007 - June 2008
New Century Mortgage September 2004 - July 2005
Full Spectrum Lending September 2003 - September 2004
Ameriquest Mortgage February 2003 - September 2003
Lindt & Sprungli 1998 - 2003
Skills
Operational Excellence, Process Development, Customer Experience, Mortgage Lending, Loans, Process Simulation, Customer Service, Leadership, Management, Process Improvement, Sales, Sales Management, Banking, Business Development, Certified Mortgage..., Construction Loans, Credit, Customer Satisfaction, FHA, Finance, FHA financing, Financial Analysis, Loan Origination, Loss Mitigation, Mortgage Banking, Mortgage Underwriting, New Business Development, Real Estate, Refinance, Residential Mortgages, Reverse Mortgages, Risk Management, Team Building, Time Management, Underwriting, VA loans, VA Loans, FHA Financing
Education
Atlantic Union College 1997 — 2002
BS, Accounting & Business Managment
Cynthia Bonsu Cynthia Bonsu's ClearPoint Funding Experience September 2011 - April 2012
Job Credit Risk Analyst Level IV at PHH Home Loans
Industry Banking
Experience
PHH Home Loans June 2012 - Present
ClearPoint Funding September 2011 - April 2012
Indecomm Global Services June 2011 - September 2011
Consultant March 2011 - June 2011
Sovereign Bank May 2004 - November 2010
Wells Fargo Financial January 2003 - April 2004
Countrywide KB Home Loans January 2001 - January 2003
Skills
FHA, USDA, VA loans, FHA financing, Appraisals, Mortgage Banking, Mortgage Underwriting, Loans, Refinance, Loan Origination, Residential Mortgages
Education
Southern New England School of Law 1990 — 1995
JD, Law
Worcester State College 1985 — 1989
BA, History and Pre-Law
PHH Home Loans June 2012 - Present
ClearPoint Funding September 2011 - April 2012
Indecomm Global Services June 2011 - September 2011
Consultant March 2011 - June 2011
Sovereign Bank May 2004 - November 2010
Wells Fargo Financial January 2003 - April 2004
Countrywide KB Home Loans January 2001 - January 2003
Skills
FHA, USDA, VA loans, FHA financing, Appraisals, Mortgage Banking, Mortgage Underwriting, Loans, Refinance, Loan Origination, Residential Mortgages
Education
Southern New England School of Law 1990 — 1995
JD, Law
Worcester State College 1985 — 1989
BA, History and Pre-Law
Mat Babineau's ClearPoint Funding Experience June 2004 - Present
Job DIRECTOR OF POST CLOSING OPERATIONS
Industry Financial Services
Experience
ClearPoint Funding June 2004 - Present
Virgin Money May 2008 - November 2009
Lendia September 2004 - May 2008
Elite Financial Group September 2002 - September 2004
Skills
FHA, Mortgage Lending, Refinance, VA loans, Investment Properties, Loans, Sellers, Sales, Residential Homes, Mortgage Banking, USDA, Investments, Loan Origination, Residential Mortgages, Reverse Mortgages, Credit, Mortgage Underwriting, FHA financing, Government Loans, Construction Loans, Mortgage Marketing, Certified Mortgage..., Loss Mitigation, Underwriting, Wholesale Lending, First Time Home Buyers, Mortgage Servicing, Banking, Credit Analysis, Property, VA Loans
Education
Fitchburg State University 1994 — 2000
B.S. Comm, Grahpic Design, Literature, Medical Technology
ClearPoint Funding June 2004 - Present
Virgin Money May 2008 - November 2009
Lendia September 2004 - May 2008
Elite Financial Group September 2002 - September 2004
Skills
FHA, Mortgage Lending, Refinance, VA loans, Investment Properties, Loans, Sellers, Sales, Residential Homes, Mortgage Banking, USDA, Investments, Loan Origination, Residential Mortgages, Reverse Mortgages, Credit, Mortgage Underwriting, FHA financing, Government Loans, Construction Loans, Mortgage Marketing, Certified Mortgage..., Loss Mitigation, Underwriting, Wholesale Lending, First Time Home Buyers, Mortgage Servicing, Banking, Credit Analysis, Property, VA Loans
Education
Fitchburg State University 1994 — 2000
B.S. Comm, Grahpic Design, Literature, Medical Technology
Lisa Stephenson Lisa Stephenson's ClearPoint Funding Experience September 2011 - March 2012
Job Mortgage Loan Consultant, NMLS #179758
Industry Financial Services
Experience
Affiliated Mortgage Company April 2015 - Present
HomeBridge Wholesale April 2014 - April 2015
Home Loan Alliance powered by GTE Financial October 2012 - April 2014
LF Loans powered by GTE Credit Union March 2012 - October 2012
ClearPoint Funding September 2011 - March 2012
Nationstar Mortgage, LLC May 2010 - August 2011
VanDyk Mortgage September 2009 - May 2010
WCS Lending, LLC March 2009 - October 2009
Atlantic Coast Mortgage Group, LLC June 2008 - March 2009
Countrywide Home Loans September 2004 - June 2008
Skills
Mortgage, FHA, Loan Origination, Loans, Refinance, Mortgage Industry, Mortgage Banking, Mortgage Lending, Conventional, Conforming, Mortgage Marketing, Loan Servicing, Underwriting, Residential Mortgages, Portfolio Management, Finance, Credit, FHA financing, VA loans, USDA
Education
Florida Atlantic University
Bachelor's Degree, Business Administration and Management, General
University of Florida
Affiliated Mortgage Company April 2015 - Present
HomeBridge Wholesale April 2014 - April 2015
Home Loan Alliance powered by GTE Financial October 2012 - April 2014
LF Loans powered by GTE Credit Union March 2012 - October 2012
ClearPoint Funding September 2011 - March 2012
Nationstar Mortgage, LLC May 2010 - August 2011
VanDyk Mortgage September 2009 - May 2010
WCS Lending, LLC March 2009 - October 2009
Atlantic Coast Mortgage Group, LLC June 2008 - March 2009
Countrywide Home Loans September 2004 - June 2008
Skills
Mortgage, FHA, Loan Origination, Loans, Refinance, Mortgage Industry, Mortgage Banking, Mortgage Lending, Conventional, Conforming, Mortgage Marketing, Loan Servicing, Underwriting, Residential Mortgages, Portfolio Management, Finance, Credit, FHA financing, VA loans, USDA
Education
Florida Atlantic University
Bachelor's Degree, Business Administration and Management, General
University of Florida
Kathy Hale's ClearPoint Funding Experience April 2011 - May 2012
Job Marketing Director at Freedom Mortgage Wholesale
Industry Banking
Experience
Freedom Mortgage June 2013 - Present
ClearPoint Funding April 2011 - May 2012
khaledesign January 2010 - September 2010
Khaledesign September 2009 - August 2010
2009 - MortgageIT a subsidiary of Deutsche Bank January 2005 - July 2009
MortgageIT July 2001 - January 2005
Skills
Management, Marketing, Mortgage Lending, Sales Operations, FHA, Customer Service, B2B
Education
Collin County Community College 1999 — 2000
Certification, Webdesign
Freedom Mortgage June 2013 - Present
ClearPoint Funding April 2011 - May 2012
khaledesign January 2010 - September 2010
Khaledesign September 2009 - August 2010
2009 - MortgageIT a subsidiary of Deutsche Bank January 2005 - July 2009
MortgageIT July 2001 - January 2005
Skills
Management, Marketing, Mortgage Lending, Sales Operations, FHA, Customer Service, B2B
Education
Collin County Community College 1999 — 2000
Certification, Webdesign
Charlie Napolitano Charlie Napolitano's ClearPoint Funding Experience December 2009 - August 2011
Job Branch Manager/Regional Renovation Manager at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC March 2013 - Present
Wells Fargo Home Mortgage August 2011 - March 2013
ClearPoint Funding December 2009 - August 2011
Frankiln First July 2008 - November 2009
JP Morgan Chase May 2000 - April 2008
Skills
FHA financing, Mortgage Marketing, Investments, Loans, FHA, First Time Home Buyers, Residential Mortgages, Renovation, Finance, Investment Properties, Investors, Loan Origination, Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Real Estate, Referrals, Refinance, Sales, USDA, VA loans, FHA Financing, Property
Education
Southern Connecticut State University 1987 — 1989
Prospect Mortgage, LLC March 2013 - Present
Wells Fargo Home Mortgage August 2011 - March 2013
ClearPoint Funding December 2009 - August 2011
Frankiln First July 2008 - November 2009
JP Morgan Chase May 2000 - April 2008
Skills
FHA financing, Mortgage Marketing, Investments, Loans, FHA, First Time Home Buyers, Residential Mortgages, Renovation, Finance, Investment Properties, Investors, Loan Origination, Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Real Estate, Referrals, Refinance, Sales, USDA, VA loans, FHA Financing, Property
Education
Southern Connecticut State University 1987 — 1989
Brian Maniscalco Brian Maniscalco's ClearPoint Funding Experience November 2011 - March 2013
Job Senior Account Executive at CMG Financial
Industry Real Estate
Experience
CMG Financial March 2013 - Present
ClearPoint Funding November 2011 - March 2013
United States Department of Defense June 2011 - November 2011
Caliber Funding July 2010 - January 2011
Myers Park Funding September 2005 - July 2010
Aggressive Mortgage Corporation January 2004 - September 2005
United States Navy November 1996 - October 2003
Skills
Mortgage Lending, Credit, FHA, Loans, Mortgage Banking, Loan Origination, VA loans, USDA, Residential Mortgages, Refinance, Mortgage Underwriting, Reverse Mortgages, FHA financing, Certified Mortgage..., Underwriting, Construction Loans, Loss Mitigation, Mortgage Servicing, Government Loans, First Time Home Buyers, Mortgage Marketing, Credit Analysis, Investment Properties, FHA Financing, VA Loans
Education
Old Dominion University
History
Tidewater Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, Cum Laude
CMG Financial March 2013 - Present
ClearPoint Funding November 2011 - March 2013
United States Department of Defense June 2011 - November 2011
Caliber Funding July 2010 - January 2011
Myers Park Funding September 2005 - July 2010
Aggressive Mortgage Corporation January 2004 - September 2005
United States Navy November 1996 - October 2003
Skills
Mortgage Lending, Credit, FHA, Loans, Mortgage Banking, Loan Origination, VA loans, USDA, Residential Mortgages, Refinance, Mortgage Underwriting, Reverse Mortgages, FHA financing, Certified Mortgage..., Underwriting, Construction Loans, Loss Mitigation, Mortgage Servicing, Government Loans, First Time Home Buyers, Mortgage Marketing, Credit Analysis, Investment Properties, FHA Financing, VA Loans
Education
Old Dominion University
History
Tidewater Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, Cum Laude
Jay Carlton Jay Carlton's ClearPoint Funding Experience July 2011 - June 2012
Job Guaranty Trust Company
Industry Banking
Experience
Guaranty Trust Wholesale, subsidiary of Volunteer State Bank March 2013 - Present
Florida Capital Bank June 2012 - January 2013
ClearPoint Funding July 2011 - June 2012
Nationstar Mortgage Wholesale Lending February 2011 - July 2011
Fifth Third Bank October 2006 - February 2011
LoanCity 2005 - 2006
Indymac Bank August 2004 - April 2005
Ivanhoe Financial August 2002 - August 2004
Education
Middle Tennessee State University 1998 — 2001
BS, Journalism
Guaranty Trust Wholesale, subsidiary of Volunteer State Bank March 2013 - Present
Florida Capital Bank June 2012 - January 2013
ClearPoint Funding July 2011 - June 2012
Nationstar Mortgage Wholesale Lending February 2011 - July 2011
Fifth Third Bank October 2006 - February 2011
LoanCity 2005 - 2006
Indymac Bank August 2004 - April 2005
Ivanhoe Financial August 2002 - August 2004
Education
Middle Tennessee State University 1998 — 2001
BS, Journalism
Benjamin Ketchum Benjamin Ketchum's ClearPoint Funding Experience November 2008 - August 2010
Job Account Manager at UpToDate
Industry Health, Wellness and Fitness
Experience
UpToDate April 2013 - Present
athenahealth June 2012 - April 2013
athenahealth May 2010 - May 2012
Clearpoint Funding November 2008 - August 2010
Virgin Money November 2008 - November 2009
Globelend Mortgage September 2006 - November 2008
Ameriquest Mortgage January 2004 - March 2006
Ameriquest Mortgage 2004 - 2006
Nobel Communications May 2002 - September 2002
Skills
Healthcare, Mortgage Lending, EHR, Leadership, Customer Service, Salesforce.com, Account Management, Sales, Time Management, Strategic Planning, Marketing, Cold Calling, Sales Management, Lead Generation, Selling, CRM, Microsoft Office, Management
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Psychology
Cohasset 1995 — 1999
UpToDate April 2013 - Present
athenahealth June 2012 - April 2013
athenahealth May 2010 - May 2012
Clearpoint Funding November 2008 - August 2010
Virgin Money November 2008 - November 2009
Globelend Mortgage September 2006 - November 2008
Ameriquest Mortgage January 2004 - March 2006
Ameriquest Mortgage 2004 - 2006
Nobel Communications May 2002 - September 2002
Skills
Healthcare, Mortgage Lending, EHR, Leadership, Customer Service, Salesforce.com, Account Management, Sales, Time Management, Strategic Planning, Marketing, Cold Calling, Sales Management, Lead Generation, Selling, CRM, Microsoft Office, Management
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Psychology
Cohasset 1995 — 1999
Bert Jones Bert Jones's ClearPoint Funding Experience November 2011 - October 2012
Job Account Executive at Plaza Home Mortgage
Industry Banking
Experience
Plaza Home Mortgage August 2012 - Present
ClearPoint Funding November 2011 - October 2012
MetLife Home Loans March 2011 - November 2011
Bank of America October 2007 - May 2011
Skills
Mortgage Lending, Residential Mortgages, Relationship Management, Banking, Commercial Lending, Loans, VA loans, FHA, Refinance, Risk Management, Credit, Credit Analysis, FHA financing, Credit Risk, Mortgage Banking, Sales Management, Loan Origination, Reverse Mortgages, Mortgage Underwriting, Underwriting, Government Loans, Certified Mortgage..., Investments, USDA, Commercial Banking, Cross Selling, Finance, Commercial Mortgages, Consumer Lending, Financial Services, Sales, Selling, Construction Loans, Loss Mitigation, Mortgage Servicing, Account Management, Portfolio Management
Education
Florida State College at Jacksonville 1994 — 1996
Business
Plaza Home Mortgage August 2012 - Present
ClearPoint Funding November 2011 - October 2012
MetLife Home Loans March 2011 - November 2011
Bank of America October 2007 - May 2011
Skills
Mortgage Lending, Residential Mortgages, Relationship Management, Banking, Commercial Lending, Loans, VA loans, FHA, Refinance, Risk Management, Credit, Credit Analysis, FHA financing, Credit Risk, Mortgage Banking, Sales Management, Loan Origination, Reverse Mortgages, Mortgage Underwriting, Underwriting, Government Loans, Certified Mortgage..., Investments, USDA, Commercial Banking, Cross Selling, Finance, Commercial Mortgages, Consumer Lending, Financial Services, Sales, Selling, Construction Loans, Loss Mitigation, Mortgage Servicing, Account Management, Portfolio Management
Education
Florida State College at Jacksonville 1994 — 1996
Business
Christina de la Cruz's ClearPoint Funding Experience October 2009 - February 2011
Job Helping midmarket companies transform the core of their business to a complete, modern and proven ERP cloud solution.
Industry Computer Software
Experience
Oracle September 2015 - Present
Oracle June 2012 - Present
Liberty Mutual Insurance June 2011 - May 2012
ClearPoint Funding October 2009 - February 2011
Ameriquest Mortgage September 2000 - April 2006
Skills
Management, Sales, Leadership, Sales Management, Account Management, Solution Selling, Business Development, Banking, CRM, Cloud Computing
Education
Framingham State College 1992 — 1996
Bachelor's Degree, Sociology
Oracle September 2015 - Present
Oracle June 2012 - Present
Liberty Mutual Insurance June 2011 - May 2012
ClearPoint Funding October 2009 - February 2011
Ameriquest Mortgage September 2000 - April 2006
Skills
Management, Sales, Leadership, Sales Management, Account Management, Solution Selling, Business Development, Banking, CRM, Cloud Computing
Education
Framingham State College 1992 — 1996
Bachelor's Degree, Sociology
Jenda Pegoda Jenda Pegoda's ClearPoint Funding Experience December 2009 - Present
Job Director of Product Development at ClearPoint Funding
Industry Financial Services
Experience
ClearPoint Funding December 2009 - Present
Deutsche Bank, MortgageIT 2000 - 2009
Temple-Inland 1997 - 2000
Gregg & Valby, LLP 1996 - 1997
Education
Florida State University
BS, Finance
ClearPoint Funding December 2009 - Present
Deutsche Bank, MortgageIT 2000 - 2009
Temple-Inland 1997 - 2000
Gregg & Valby, LLP 1996 - 1997
Education
Florida State University
BS, Finance
Imran Alli, MBA's ClearPoint Funding Experience August 2010 - June 2011
Job Director of Correspondent Production at ACH Trust
Industry Financial Services
Experience
ACH Trust July 2015 - Present
Fiserv January 2014 - July 2015
Flagstar Bank July 2011 - January 2014
ClearPoint Funding August 2010 - June 2011
Deutsche Bank, Mortgage IT January 2006 - September 2007
Deutsche Bank, MortgageIT July 2004 - January 2006
Countrywide Financial Corporation September 2001 - March 2004
Education
University of Detroit Mercy 2009 — 2012
MBA, Finance, 3.5
ACH Trust July 2015 - Present
Fiserv January 2014 - July 2015
Flagstar Bank July 2011 - January 2014
ClearPoint Funding August 2010 - June 2011
Deutsche Bank, Mortgage IT January 2006 - September 2007
Deutsche Bank, MortgageIT July 2004 - January 2006
Countrywide Financial Corporation September 2001 - March 2004
Education
University of Detroit Mercy 2009 — 2012
MBA, Finance, 3.5
Jack Martin's ClearPoint Funding Experience 2010 - 2012
Job Looking
Industry Wholesale
Experience
Bay Equity September 2014 - April 2015
Magnetic Marketing October 2013 - August 2014
Caliber Funding May 2013 - September 2013
Freedom Mortgage February 2012 - December 2012
Clearpoint Funding 2010 - 2012
BC Bancorp August 2005 - December 2007
American Gold March 2003 - November 2005
First Union Mortgage 1998 - 2003
Provident Funding Associates L.P. 2000 - 2001
Bay View Bank 1997 - 1998
Skills
Marketing Strategy, B2B Marketing, Sales Operations, Sales, Sales Management, Cold Calling, Selling, New Business Development, Account Management, Mortgage Banking, Business Development, Lead Generation, B2B, FHA, Marketing, Salesforce.com, Mortgage Lending, Email Marketing, Refinance, Leadership, USDA, Loan Origination, Mortgage Underwriting, Residential Mortgages, VA loans, FHA financing, Loss Mitigation, Loans, VA Loans, FHA Financing
Education
San Diego State University-California State University 1969 — 1973
B.S., Biology
Temple City High
Bay Equity September 2014 - April 2015
Magnetic Marketing October 2013 - August 2014
Caliber Funding May 2013 - September 2013
Freedom Mortgage February 2012 - December 2012
Clearpoint Funding 2010 - 2012
BC Bancorp August 2005 - December 2007
American Gold March 2003 - November 2005
First Union Mortgage 1998 - 2003
Provident Funding Associates L.P. 2000 - 2001
Bay View Bank 1997 - 1998
Skills
Marketing Strategy, B2B Marketing, Sales Operations, Sales, Sales Management, Cold Calling, Selling, New Business Development, Account Management, Mortgage Banking, Business Development, Lead Generation, B2B, FHA, Marketing, Salesforce.com, Mortgage Lending, Email Marketing, Refinance, Leadership, USDA, Loan Origination, Mortgage Underwriting, Residential Mortgages, VA loans, FHA financing, Loss Mitigation, Loans, VA Loans, FHA Financing
Education
San Diego State University-California State University 1969 — 1973
B.S., Biology
Temple City High
Kyle Lester Kyle Lester's ClearPoint Funding Experience February 2010 - November 2010
Job Production Mgr. Dawn Rush Dotson Mortgage Team
Industry Financial Services
Experience
Dawn Rush Dotson Mortgage Team June 2015 - Present
Alterra Mortgage November 2013 - June 2015
Brazos National Bank - Residential Lending November 2010 - November 2013
ClearPoint Funding February 2010 - November 2010
Service First Mortgage Corporation August 2009 - March 2010
The Funding Source March 2008 - August 2009
Liberty Tax Service Plano Texas January 2008 - April 2008
MortgageIT, Inc February 2003 - February 2008
Metroplex Mortgage January 2001 - February 2003
Tealwood Construction July 1998 - December 2001
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, FHA, Mortgage Lending, Refinance, Credit, Loans, VA Loans, USDA, FHA Financing, B2B, Business Development, Credit Analysis, Customer Service, Employee Training, Banking, Training, Sales, Investment Properties, Management, Negotiation, Real Estate Financing, Recruiting, Leadership
Education
Austin College 1980 — 1981
Pre Med
WW Samuell 1976 — 1980
Dawn Rush Dotson Mortgage Team June 2015 - Present
Alterra Mortgage November 2013 - June 2015
Brazos National Bank - Residential Lending November 2010 - November 2013
ClearPoint Funding February 2010 - November 2010
Service First Mortgage Corporation August 2009 - March 2010
The Funding Source March 2008 - August 2009
Liberty Tax Service Plano Texas January 2008 - April 2008
MortgageIT, Inc February 2003 - February 2008
Metroplex Mortgage January 2001 - February 2003
Tealwood Construction July 1998 - December 2001
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, FHA, Mortgage Lending, Refinance, Credit, Loans, VA Loans, USDA, FHA Financing, B2B, Business Development, Credit Analysis, Customer Service, Employee Training, Banking, Training, Sales, Investment Properties, Management, Negotiation, Real Estate Financing, Recruiting, Leadership
Education
Austin College 1980 — 1981
Pre Med
WW Samuell 1976 — 1980
Beth T. Goodfriend's ClearPoint Funding Experience September 2011 - February 2013
Job Director of Operations at Ward Kilduff Mortgage, LLC
Industry Financial Services
Experience
MaxExposure Social Media August 2014 - May 2015
Homeward Residential, Inc. February 2013 - May 2014
ClearPoint Funding September 2011 - February 2013
Integrity Financial Group, LLC July 2007 - September 2011
American Home Mortgage September 2005 - June 2007
Ocean Faith Watersports - Aruba January 2004 - December 2005
Las Rocas 5 Condominiums November 2004 - September 2005
American Home Mortgage (formerly Roslyn National Mortgage Corp.) February 1997 - July 2004
Roslyn National Mortgage Corp 1997 - 2000
Fleet Mortgage (formerly BancNewEngland Mortgage Co. / Connecticut Bank & Trust Co., N.A.) August 1981 - February 1997
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, Loans, VA loans, USDA, Credit, Underwriting, Investment Properties, Sales Management, FHA financing, First Time Home Buyers, Credit Analysis, Real Estate, Short Sales, Finance, Banking, Referrals, Real Estate Financing, Funding, Sales, Investments, Commercial Mortgages, Mortgage Underwriting, Reverse Mortgages, Commercial Lending, Real Estate Economics, Loss Mitigation, Residential Homes, FHA Financing
Education
University of Hartford 1982 — 1985
Business and Finance
Simsbury High School 1978 — 1981
MaxExposure Social Media August 2014 - May 2015
Homeward Residential, Inc. February 2013 - May 2014
ClearPoint Funding September 2011 - February 2013
Integrity Financial Group, LLC July 2007 - September 2011
American Home Mortgage September 2005 - June 2007
Ocean Faith Watersports - Aruba January 2004 - December 2005
Las Rocas 5 Condominiums November 2004 - September 2005
American Home Mortgage (formerly Roslyn National Mortgage Corp.) February 1997 - July 2004
Roslyn National Mortgage Corp 1997 - 2000
Fleet Mortgage (formerly BancNewEngland Mortgage Co. / Connecticut Bank & Trust Co., N.A.) August 1981 - February 1997
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, Loans, VA loans, USDA, Credit, Underwriting, Investment Properties, Sales Management, FHA financing, First Time Home Buyers, Credit Analysis, Real Estate, Short Sales, Finance, Banking, Referrals, Real Estate Financing, Funding, Sales, Investments, Commercial Mortgages, Mortgage Underwriting, Reverse Mortgages, Commercial Lending, Real Estate Economics, Loss Mitigation, Residential Homes, FHA Financing
Education
University of Hartford 1982 — 1985
Business and Finance
Simsbury High School 1978 — 1981
Kim Blaney's ClearPoint Funding Experience January 2009 - January 2011
Job Senior Mortgage Loan Processor
Industry Financial Services
Experience
Mortgage Financial Services December 2012 - June 2013
Spencer Savings Bank October 2012 - December 2012
Heritage Home Funding LLC August 2011 - September 2012
Mortgage Masters Inc January 2011 - May 2011
MetLife Home Loans October 2010 - January 2011
ClearPoint Funding January 2009 - January 2011
Bank of America February 2010 - June 2010
Coastal Mortgage Services June 2007 - February 2009
ISGN January 2008 - January 2009
Mortgage Network February 2007 - June 2007
Skills
Mortgage Loan Processor, currently working as a..., Mortgage Lending, Refinance, FHA, Loans, Underwriting, Training, Risk Management, Customer Service, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, Banking, Credit Analysis, VA loans, FHA financing
Education
Art Institute of Pittsburgh 2009 — 2009
design
Mortgage Financial Services December 2012 - June 2013
Spencer Savings Bank October 2012 - December 2012
Heritage Home Funding LLC August 2011 - September 2012
Mortgage Masters Inc January 2011 - May 2011
MetLife Home Loans October 2010 - January 2011
ClearPoint Funding January 2009 - January 2011
Bank of America February 2010 - June 2010
Coastal Mortgage Services June 2007 - February 2009
ISGN January 2008 - January 2009
Mortgage Network February 2007 - June 2007
Skills
Mortgage Loan Processor, currently working as a..., Mortgage Lending, Refinance, FHA, Loans, Underwriting, Training, Risk Management, Customer Service, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, Banking, Credit Analysis, VA loans, FHA financing
Education
Art Institute of Pittsburgh 2009 — 2009
design
Amy Allen (Diercks) Amy Allen (Diercks)'s ClearPoint Funding Experience July 2009 - September 2010
Job Vice President, People and Culture
Industry Human Resources
Experience
Suffolk Construction October 2013 - Present
The Boston Globe September 2010 - Present
Strong Women, Strong Girls September 2012 - Present
ClearPoint Funding July 2009 - September 2010
Rue La La March 2009 - June 2009
Planned Parenthood League of Massachusetts March 2007 - January 2009
Staples June 2001 - February 2007
Pine Manor College December 1997 - May 2000
First Security Services 1993 - 1996
Skills
Employee Relations, Compensation, Strategic Planning, Benefits, Process Improvement, Employee Benefits, Deferred Compensation, Benefits Administration
Education
Princeton University 1987 — 1991
Bachelor's, Art History
Noble and Greenough School 1980 — 1990
High School Diploma
Suffolk Construction October 2013 - Present
The Boston Globe September 2010 - Present
Strong Women, Strong Girls September 2012 - Present
ClearPoint Funding July 2009 - September 2010
Rue La La March 2009 - June 2009
Planned Parenthood League of Massachusetts March 2007 - January 2009
Staples June 2001 - February 2007
Pine Manor College December 1997 - May 2000
First Security Services 1993 - 1996
Skills
Employee Relations, Compensation, Strategic Planning, Benefits, Process Improvement, Employee Benefits, Deferred Compensation, Benefits Administration
Education
Princeton University 1987 — 1991
Bachelor's, Art History
Noble and Greenough School 1980 — 1990
High School Diploma
Vanessa K. Castillo's ClearPoint Funding Experience October 2011 - November 2011
Job HR Business Partner & Talent Enthusiast
Industry Leisure, Travel & Tourism
Experience
GTA May 2014 - Present
TradingScreen February 2012 - March 2014
The New York Botanical Garden January 2012 - June 2012
Pfizer 2011 - 2012
Clearpoint Funding October 2011 - November 2011
Metropolis Magazine (Bellerophon Publications) September 2010 - September 2011
VoodooVox July 2009 - August 2010
Guardian Life Insurance December 2008 - July 2009
Lazard Freres & Co. April 2008 - November 2008
Citi Group October 2004 - October 2007
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Employee Relations, Project Management, HRIS, Salesforce.com, Finance, Spanish, Organizational Structure, MS Office Suite, Workday, Management, Interviews, Performance Management
Education
Fordham University 2010 — 2012
Master's Degree, Human Resource and Education
Fordham University 2002 — 2005
Bachelor's Degree, Organizational Leadership
NYU School of Professional Studies
Certificate in Purchasing & Materials Management
GTA May 2014 - Present
TradingScreen February 2012 - March 2014
The New York Botanical Garden January 2012 - June 2012
Pfizer 2011 - 2012
Clearpoint Funding October 2011 - November 2011
Metropolis Magazine (Bellerophon Publications) September 2010 - September 2011
VoodooVox July 2009 - August 2010
Guardian Life Insurance December 2008 - July 2009
Lazard Freres & Co. April 2008 - November 2008
Citi Group October 2004 - October 2007
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Employee Relations, Project Management, HRIS, Salesforce.com, Finance, Spanish, Organizational Structure, MS Office Suite, Workday, Management, Interviews, Performance Management
Education
Fordham University 2010 — 2012
Master's Degree, Human Resource and Education
Fordham University 2002 — 2005
Bachelor's Degree, Organizational Leadership
NYU School of Professional Studies
Certificate in Purchasing & Materials Management
Greg Kimball's ClearPoint Funding Experience June 2008 - May 2013
Job VP, Operations at Homeward Residential, Inc.
Industry Financial Services
Experience
Homeward Residential, Inc. May 2013 - Present
ClearPoint Funding June 2008 - May 2013
Lendia March 2007 - June 2008
New Century Mortgage June 2005 - March 2007
New Century Mortgage June 2004 - July 2005
Lendia January 2000 - June 2004
First Data 1995 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Loan Origination, Business Process..., Underwriting, Banking, Risk Management, Change Management, Strategic Planning, Team Building, Account Management, Sales Management, New Business Development, Management
Education
Massachusetts College of Liberal Arts 1990 — 1995
Bachelor's degree, Criminology
Bromfield H.S. 1986 — 1995
Homeward Residential, Inc. May 2013 - Present
ClearPoint Funding June 2008 - May 2013
Lendia March 2007 - June 2008
New Century Mortgage June 2005 - March 2007
New Century Mortgage June 2004 - July 2005
Lendia January 2000 - June 2004
First Data 1995 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Loan Origination, Business Process..., Underwriting, Banking, Risk Management, Change Management, Strategic Planning, Team Building, Account Management, Sales Management, New Business Development, Management
Education
Massachusetts College of Liberal Arts 1990 — 1995
Bachelor's degree, Criminology
Bromfield H.S. 1986 — 1995
Brennan Baim's ClearPoint Funding Experience December 2010 - April 2012
Job Account Executive at NewLeaf Wholesale
Industry Real Estate
Experience
New Leaf Wholesale December 2013 - Present
eMortgage Management (EMM) April 2012 - December 2013
ClearPoint Funding December 2010 - April 2012
Bank of America 1998 - 2010
Countrywide Home Loans August 1998 - October 2008
Skills
Mortgage Banking, Loans, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, FHA
Education
University of California, Santa Barbara 1995 — 1997
BA, History
New Leaf Wholesale December 2013 - Present
eMortgage Management (EMM) April 2012 - December 2013
ClearPoint Funding December 2010 - April 2012
Bank of America 1998 - 2010
Countrywide Home Loans August 1998 - October 2008
Skills
Mortgage Banking, Loans, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, FHA
Education
University of California, Santa Barbara 1995 — 1997
BA, History
Michael J. Rayel's ClearPoint Funding Experience August 2008 - March 2010
Job Controller / Business Manager at Chestelm Health and Rehab
Industry Hospital & Health Care
Experience
Chestelm Health & Rehabilitation May 2012 - Present
Portland Care & Rehabilitation Centre Inc February 2011 - May 2012
Clearpoint Funding August 2008 - March 2010
New Century Mortgage 2004 - 2007
MetLife October 2002 - November 2004
AG Edwards February 2002 - October 2002
Raymond James Financial, Inc. May 1999 - February 2002
Skills
Finance, FHA, Financial Analysis, Risk Management, Financial Modeling, Loan Origination, Strategic Financial..., Process Improvement, Refinance, Financial Services
Education
University of Connecticut 2014 — 2014
Administrator in training program (AIT), Health/Health Care Administration/Management, A
The University of Connecticut School of Business 1996 — 1999
Bachelor's Degree, Finance
Chestelm Health & Rehabilitation May 2012 - Present
Portland Care & Rehabilitation Centre Inc February 2011 - May 2012
Clearpoint Funding August 2008 - March 2010
New Century Mortgage 2004 - 2007
MetLife October 2002 - November 2004
AG Edwards February 2002 - October 2002
Raymond James Financial, Inc. May 1999 - February 2002
Skills
Finance, FHA, Financial Analysis, Risk Management, Financial Modeling, Loan Origination, Strategic Financial..., Process Improvement, Refinance, Financial Services
Education
University of Connecticut 2014 — 2014
Administrator in training program (AIT), Health/Health Care Administration/Management, A
The University of Connecticut School of Business 1996 — 1999
Bachelor's Degree, Finance
Damian Voulo's ClearPoint Funding Experience August 2011 - December 2012
Job Vice President at Spurs Capital, LLC
Industry Financial Services
Experience
Spurs Capital, LLC April 2015 - Present
Meadowbrook Financial Mortgage Bankers February 2015 - March 2015
Vanguard Funding October 2013 - December 2014
Spurs Capital, LLC December 2012 - October 2013
ClearPoint Funding August 2011 - December 2012
AHM Liquidating Trust December 2010 - August 2011
American Home Mortgage November 2005 - November 2010
JPMorgan Chase - Chase Home Finance January 2004 - October 2005
JPMorgan Chase - Chase Home Finance December 1999 - December 2003
Skills
Risk Management, Capital Markets, Derivatives, Mortgage Lending, Trading, Leadership, Loans, Credit, Credit Analysis, Portfolio Management, Banking, Credit Risk, Fixed Income, Mortgage Banking, Investments, Loan Origination, Due Diligence
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
B.A., Finance
Spurs Capital, LLC April 2015 - Present
Meadowbrook Financial Mortgage Bankers February 2015 - March 2015
Vanguard Funding October 2013 - December 2014
Spurs Capital, LLC December 2012 - October 2013
ClearPoint Funding August 2011 - December 2012
AHM Liquidating Trust December 2010 - August 2011
American Home Mortgage November 2005 - November 2010
JPMorgan Chase - Chase Home Finance January 2004 - October 2005
JPMorgan Chase - Chase Home Finance December 1999 - December 2003
Skills
Risk Management, Capital Markets, Derivatives, Mortgage Lending, Trading, Leadership, Loans, Credit, Credit Analysis, Portfolio Management, Banking, Credit Risk, Fixed Income, Mortgage Banking, Investments, Loan Origination, Due Diligence
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
B.A., Finance
Priti Gadi's ClearPoint Funding Experience August 2011 - February 2013
Job Account Executive
Industry Banking
Experience
Interbank Mortgage Company August 2015 - Present
Kinecta Federal Credit Union March 2015 - August 2015
Homeward Residential Client Select April 2010 - March 2015
ClearPoint Funding August 2011 - February 2013
ClearPoint Funding April 2010 - July 2011
Reunion Mortgage October 2008 - March 2010
CitiMortgage June 2006 - October 2008
Washington Mutual July 2003 - June 2006
Skills
Credit, Building Relationships, PeopleSoft, Loans, Sales
Education
University of Illinois at Chicago
Interbank Mortgage Company August 2015 - Present
Kinecta Federal Credit Union March 2015 - August 2015
Homeward Residential Client Select April 2010 - March 2015
ClearPoint Funding August 2011 - February 2013
ClearPoint Funding April 2010 - July 2011
Reunion Mortgage October 2008 - March 2010
CitiMortgage June 2006 - October 2008
Washington Mutual July 2003 - June 2006
Skills
Credit, Building Relationships, PeopleSoft, Loans, Sales
Education
University of Illinois at Chicago
Rachel E. Strong's ClearPoint Funding Experience October 2010 - May 2012
Job Experienced Financial Services Professional
Industry Banking
Experience
ClearPoint Funding October 2010 - May 2012
ClearPoint Funding October 2010 - May 2012
Icon Residential Capital January 2008 - October 2010
Mortgage Investment Lending Associates (MILA) December 2002 - April 2007
Mortgage Investment Lending Associates December 2002 - April 2007
MILA 2002 - 2007
First Union August 1996 - May 2002
First Union Home Equity Bank August 1996 - May 2002
First Chicago Bank December 1992 - August 1996
Skills
Loans, Underwriting, Credit, FHA, Mortgage Lending, Refinance, Mortgage Banking
Education
Dominican University 1991 — 1992
M.B.A, Marketing
Dominican University 1987 — 1991
B.A., Business Administration
ClearPoint Funding October 2010 - May 2012
ClearPoint Funding October 2010 - May 2012
Icon Residential Capital January 2008 - October 2010
Mortgage Investment Lending Associates (MILA) December 2002 - April 2007
Mortgage Investment Lending Associates December 2002 - April 2007
MILA 2002 - 2007
First Union August 1996 - May 2002
First Union Home Equity Bank August 1996 - May 2002
First Chicago Bank December 1992 - August 1996
Skills
Loans, Underwriting, Credit, FHA, Mortgage Lending, Refinance, Mortgage Banking
Education
Dominican University 1991 — 1992
M.B.A, Marketing
Dominican University 1987 — 1991
B.A., Business Administration
R.J. Arnett's ClearPoint Funding Experience November 2010 - September 2011
Job Southwest Regional Sales Manager at CMG Financial
Industry Financial Services
Experience
CMG Financial January 2014 - Present
Icon Residential Lenders/Rushmore Home Loans October 2012 - September 2013
CS Financial September 2011 - October 2012
ClearPoint Funding November 2010 - September 2011
StoneWater Mortgage July 2008 - October 2009
MortgageIT a Subsidiary of Deutsche Bank September 2003 - March 2008
Countrywide Financial Corportation March 2001 - September 2003
Countrywide Financial Corporation September 1997 - February 2001
Countrywide Financial Corporation February 1997 - August 1997
Countrywide Financial Corporation May 1995 - January 1997
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Residential Mortgages, FHA, Refinance, Credit, VA loans, USDA, Mortgage Underwriting, Underwriting, Loss Mitigation, Sales Management, Banking
Education
Occidental College 1982 — 1985
bachelor of arts, American Studies with Economics
CMG Financial January 2014 - Present
Icon Residential Lenders/Rushmore Home Loans October 2012 - September 2013
CS Financial September 2011 - October 2012
ClearPoint Funding November 2010 - September 2011
StoneWater Mortgage July 2008 - October 2009
MortgageIT a Subsidiary of Deutsche Bank September 2003 - March 2008
Countrywide Financial Corportation March 2001 - September 2003
Countrywide Financial Corporation September 1997 - February 2001
Countrywide Financial Corporation February 1997 - August 1997
Countrywide Financial Corporation May 1995 - January 1997
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Residential Mortgages, FHA, Refinance, Credit, VA loans, USDA, Mortgage Underwriting, Underwriting, Loss Mitigation, Sales Management, Banking
Education
Occidental College 1982 — 1985
bachelor of arts, American Studies with Economics
Svenje Heeren's ClearPoint Funding Experience January 2011 - May 2012
Job Sr Underwriter at NewLeaf Wholesale
Industry Financial Services
Experience
NewLeaf Wholesale November 2014 - Present
E Mortgage Management July 2012 - September 2013
ClearPoint Funding January 2011 - May 2012
MortgageIT October 2003 - January 2009
Countrywide Home Loans August 1990 - September 2003
Skills
Loan Origination, USDA, Construction Loans, Real Estate Financing, Commercial Mortgages, Banking, Reverse Mortgages, Refinance, Loss Mitigation, Strategic Planning, VA loans, FHA, Sales, Credit, Mortgage Servicing, Government Loans, Consumer Lending, Loan Servicing, Certified Mortgage..., Over 20 years of..., Loans, Underwriting, Mortgage Lending, Residential Mortgages, Leadership, Mortgage Banking, VA Loans
Education
McGill University - Macdonald Campus
NewLeaf Wholesale November 2014 - Present
E Mortgage Management July 2012 - September 2013
ClearPoint Funding January 2011 - May 2012
MortgageIT October 2003 - January 2009
Countrywide Home Loans August 1990 - September 2003
Skills
Loan Origination, USDA, Construction Loans, Real Estate Financing, Commercial Mortgages, Banking, Reverse Mortgages, Refinance, Loss Mitigation, Strategic Planning, VA loans, FHA, Sales, Credit, Mortgage Servicing, Government Loans, Consumer Lending, Loan Servicing, Certified Mortgage..., Over 20 years of..., Loans, Underwriting, Mortgage Lending, Residential Mortgages, Leadership, Mortgage Banking, VA Loans
Education
McGill University - Macdonald Campus
Marianne Kozak's ClearPoint Funding Experience June 2011 - July 2012
Job Midwest Regional Sales Manager at Pacific Union Financial
Industry Banking
Experience
Pacific Union Financial July 2012 - Present
ClearPoint Funding June 2011 - July 2012
Bank of America April 2010 - June 2011
Mitel October 2008 - July 2010
Wells Fargo Home Mortgage 2007 - 2008
Decision One Mortgage, member HSBC group 2005 - 2007
EquiFirst 2004 - 2005
M&I Bank 2000 - 2004
ContiMortgage 1994 - 2000
Education
University of North Carolina at Chapel Hill 1985 — 1990
BA, Economics
Pacific Union Financial July 2012 - Present
ClearPoint Funding June 2011 - July 2012
Bank of America April 2010 - June 2011
Mitel October 2008 - July 2010
Wells Fargo Home Mortgage 2007 - 2008
Decision One Mortgage, member HSBC group 2005 - 2007
EquiFirst 2004 - 2005
M&I Bank 2000 - 2004
ContiMortgage 1994 - 2000
Education
University of North Carolina at Chapel Hill 1985 — 1990
BA, Economics
Ann McGinnis's ClearPoint Funding Experience April 2012 - September 2012
Job Sr Accountant at Staples
Industry Accounting
Experience
Staples September 2012 - Present
ClearPoint Funding April 2012 - September 2012
Dresser-Rand 2007 - 2009
Beautone Specialties Co LTD 1999 - 2007
Skills
Accounts Payable, Accounts Receivable, Accounting, Financial Reporting, Payroll, Budgeting, Excel, Financial Analysis, Forecasting, Inventory Management, Microsoft Office, Word, Financial Management, Process Improvement, Administration, Outlook, Supervisory Skills, Documentation, Purchasing, Contract Management, Customer Relations, General Ledger, Problem Solving, Planning, Employee Relations, Quickbooks, Internal Controls, Account Reconciliation, Cash Flow, Variance Analysis, Payroll Processing, Reconciliation, Accruals, Fixed Assets, Spreadsheets, Cash Management, Balance, Consolidation, GAAP, Expenses, ADP, Reconciliations, Reconciling, Bookkeeping, Financial Control, P&L, Cost, Journal Entries, Teamwork, QuickBooks
Education
Notre Dame College 1987 — 1991
BA, Business Management
Notre Dame Academy 1983 — 1987
Staples September 2012 - Present
ClearPoint Funding April 2012 - September 2012
Dresser-Rand 2007 - 2009
Beautone Specialties Co LTD 1999 - 2007
Skills
Accounts Payable, Accounts Receivable, Accounting, Financial Reporting, Payroll, Budgeting, Excel, Financial Analysis, Forecasting, Inventory Management, Microsoft Office, Word, Financial Management, Process Improvement, Administration, Outlook, Supervisory Skills, Documentation, Purchasing, Contract Management, Customer Relations, General Ledger, Problem Solving, Planning, Employee Relations, Quickbooks, Internal Controls, Account Reconciliation, Cash Flow, Variance Analysis, Payroll Processing, Reconciliation, Accruals, Fixed Assets, Spreadsheets, Cash Management, Balance, Consolidation, GAAP, Expenses, ADP, Reconciliations, Reconciling, Bookkeeping, Financial Control, P&L, Cost, Journal Entries, Teamwork, QuickBooks
Education
Notre Dame College 1987 — 1991
BA, Business Management
Notre Dame Academy 1983 — 1987
Denise Lacause's ClearPoint Funding Experience 2009 - 2011
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment December 2013 - Present
Edward Jones December 2011 - December 2012
Clearpoint Funding. 2009 - 2011
Virgin Money 2007 - 2009
Skills
Mortgage Lending, Finance, Investments, Banking, Financial Services, Mortgage Banking, Real Estate, Financial Modeling, Loan Origination, Equities, Sales, Strategic Planning, Risk Management, Account Management, FHA, Investment Properties, Credit
Education
Columbus School of Business
Sales, Advertising and Marketing
Sinclair Community College 1991 — 1994
Lincoln Investment December 2013 - Present
Edward Jones December 2011 - December 2012
Clearpoint Funding. 2009 - 2011
Virgin Money 2007 - 2009
Skills
Mortgage Lending, Finance, Investments, Banking, Financial Services, Mortgage Banking, Real Estate, Financial Modeling, Loan Origination, Equities, Sales, Strategic Planning, Risk Management, Account Management, FHA, Investment Properties, Credit
Education
Columbus School of Business
Sales, Advertising and Marketing
Sinclair Community College 1991 — 1994
Barbara Ferullo's ClearPoint Funding Experience March 2010 - February 2013
Job Account Executive at HomeBridge Wholesale
Industry Financial Services
Experience
HomeBridge Wholesale September 2014 - Present
Homeward Residential, Inc. February 2013 - Present
ClearPoint Funding March 2010 - February 2013
Luxury Mortgage Corp July 2009 - March 2010
Plaza Home Mortgage November 2008 - July 2009
CitiMortgage October 2001 - October 2008
Fleet Mortgage 2000 - 2001
Old Kent 1999 - 2000
Skills
Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Loans, USDA, VA loans, Credit, FHA financing, Underwriting
Education
Middlesex Community College 1992 — 1995
Associates, Liberal Arts
HomeBridge Wholesale September 2014 - Present
Homeward Residential, Inc. February 2013 - Present
ClearPoint Funding March 2010 - February 2013
Luxury Mortgage Corp July 2009 - March 2010
Plaza Home Mortgage November 2008 - July 2009
CitiMortgage October 2001 - October 2008
Fleet Mortgage 2000 - 2001
Old Kent 1999 - 2000
Skills
Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Loans, USDA, VA loans, Credit, FHA financing, Underwriting
Education
Middlesex Community College 1992 — 1995
Associates, Liberal Arts
Keli Thoma's ClearPoint Funding Experience April 2011 - February 2014
Job Account Executive at Classy.org
Industry Financial Services
Experience
Classy.org March 2015 - Present
CMG Financial March 2014 - March 2015
Homeward Residential, Inc. April 2011 - March 2014
ClearPoint Funding April 2011 - February 2014
Pala Mesa Resort October 2010 - March 2011
WWOOF Italy September 2009 - December 2009
Sè San Diego March 2008 - September 2009
Skills
B2B Marketing, Account Management, Integrated Marketing, Proposal Writing, Strategic Leadership, Business Development, Marketing, CRM, Selling, New Business Development, Strategic Planning, Sales, Strategic Partnerships
Education
Azusa Pacific University 2003 — 2007
BS, Industrial Organizational Psychology
Florence University of the Arts 2006 — 2006
Communications, Art
Classy.org March 2015 - Present
CMG Financial March 2014 - March 2015
Homeward Residential, Inc. April 2011 - March 2014
ClearPoint Funding April 2011 - February 2014
Pala Mesa Resort October 2010 - March 2011
WWOOF Italy September 2009 - December 2009
Sè San Diego March 2008 - September 2009
Skills
B2B Marketing, Account Management, Integrated Marketing, Proposal Writing, Strategic Leadership, Business Development, Marketing, CRM, Selling, New Business Development, Strategic Planning, Sales, Strategic Partnerships
Education
Azusa Pacific University 2003 — 2007
BS, Industrial Organizational Psychology
Florence University of the Arts 2006 — 2006
Communications, Art
Vicki Blum's ClearPoint Funding Experience August 2011 - March 2013
Job VP Correspondent Lending at First Bank Mortgage
Industry Financial Services
Experience
State Bank and Trust Company March 2013 - Present
Clearpoint Funding August 2011 - March 2013
Primary Capital Mortgage February 2011 - August 2011
Crescent Mortgage November 2008 - February 2011
Madison Mortgage March 2008 - November 2008
Chevy Chase Bank August 1999 - January 2008
Skills
Mortgage Banking, USDA, Mortgage Lending, FHA, VA loans, Loan Origination, FHA financing, Reverse Mortgages, Selling, Commercial Lending, Government Loans, REO, Residential Mortgages, Refinance, Investment Properties, Mortgage Underwriting, Foreclosures, Banking, Loans, Underwriting, Real Estate, Sales, Credit, Risk Management, Residential Homes, Loss Mitigation, Credit Analysis, Loan Servicing, Wholesale Lending, Short Sales, Construction Loans, Mortgage Servicing, Sales Management, Consumer Lending, Financial Services, First Time Home Buyers, Finance, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Funding, Commercial Mortgages, Rates, Credit Risk, Small Business Lending
Education
The University of Georgia 1974 — 1977
ABJ, Public Relations
State Bank and Trust Company March 2013 - Present
Clearpoint Funding August 2011 - March 2013
Primary Capital Mortgage February 2011 - August 2011
Crescent Mortgage November 2008 - February 2011
Madison Mortgage March 2008 - November 2008
Chevy Chase Bank August 1999 - January 2008
Skills
Mortgage Banking, USDA, Mortgage Lending, FHA, VA loans, Loan Origination, FHA financing, Reverse Mortgages, Selling, Commercial Lending, Government Loans, REO, Residential Mortgages, Refinance, Investment Properties, Mortgage Underwriting, Foreclosures, Banking, Loans, Underwriting, Real Estate, Sales, Credit, Risk Management, Residential Homes, Loss Mitigation, Credit Analysis, Loan Servicing, Wholesale Lending, Short Sales, Construction Loans, Mortgage Servicing, Sales Management, Consumer Lending, Financial Services, First Time Home Buyers, Finance, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Funding, Commercial Mortgages, Rates, Credit Risk, Small Business Lending
Education
The University of Georgia 1974 — 1977
ABJ, Public Relations
Jim Koulouris's ClearPoint Funding Experience May 2010 - May 2011
Job Assistant Vice President Mortgage Operations at Savings Bank of Danbury
Industry Financial Services
Experience
Savings Bank of Danbury June 2014 - Present
Embrace Home Loans June 2013 - December 2013
Total Mortgage Services, LLC June 2011 - June 2013
ClearPoint Funding May 2010 - May 2011
MetLife Home Loans September 2008 - May 2010
Webster Bank September 2005 - September 2008
Webster Bank June 1998 - September 2005
Skills
Account Management, Banking, Certified Mortgage..., Construction Loans, Consumer Lending, Credit, Credit Analysis, FHA, FHA financing, Government Loans, Home Equity Lines of..., Insurance, Investment Properties, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Marketing, Mortgage Underwriting, Negotiation, New Business Development, Real Estate, Refinance, Residential Mortgages, Retail Banking, Reverse Mortgages, Training, USDA, Underwriting, VA loans, Wholesale Lending
Education
University of Connecticut
Savings Bank of Danbury June 2014 - Present
Embrace Home Loans June 2013 - December 2013
Total Mortgage Services, LLC June 2011 - June 2013
ClearPoint Funding May 2010 - May 2011
MetLife Home Loans September 2008 - May 2010
Webster Bank September 2005 - September 2008
Webster Bank June 1998 - September 2005
Skills
Account Management, Banking, Certified Mortgage..., Construction Loans, Consumer Lending, Credit, Credit Analysis, FHA, FHA financing, Government Loans, Home Equity Lines of..., Insurance, Investment Properties, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Marketing, Mortgage Underwriting, Negotiation, New Business Development, Real Estate, Refinance, Residential Mortgages, Retail Banking, Reverse Mortgages, Training, USDA, Underwriting, VA loans, Wholesale Lending
Education
University of Connecticut
Andrew Dokos, CTP's ClearPoint Funding Experience December 2011 - Present
Job Treasurer at Reverse Mortage Solutions, Inc.
Industry Financial Services
Experience
Reverse Mortgage Solutions, Inc. May 2013 - Present
ClearPoint Funding December 2011 - Present
Huron Consulting Group February 2011 - December 2011
American Home Mortgage May 2006 - February 2011
Ocwen Financial Corporation September 2002 - May 2006
Merrill Lynch December 1989 - September 2002
Ford Motor Credit Company May 1986 - December 1989
Skills
Cash Management, Financial Modeling, Interest Rate Risk..., Banking, Risk Management, Capital Markets
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Accounting
Westminster College 1982 — 1986
BS, Economics
Reverse Mortgage Solutions, Inc. May 2013 - Present
ClearPoint Funding December 2011 - Present
Huron Consulting Group February 2011 - December 2011
American Home Mortgage May 2006 - February 2011
Ocwen Financial Corporation September 2002 - May 2006
Merrill Lynch December 1989 - September 2002
Ford Motor Credit Company May 1986 - December 1989
Skills
Cash Management, Financial Modeling, Interest Rate Risk..., Banking, Risk Management, Capital Markets
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Accounting
Westminster College 1982 — 1986
BS, Economics
David Walters NMLSR ID 916723's ClearPoint Funding Experience December 2010 - May 2012
Job Sales Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage June 2012 - Present
ClearPoint Funding December 2010 - May 2012
Bank of America 2008 - 2010
Countrywide Home Loans February 2003 - 2008
Dailey & Associates October 2000 - November 2002
Tanagraphics 1995 - 1997
Education
Rochester Institute of Technology 1991 — 1995
Bachelor of Science, Printing Management
La Canada High School 1988 — 1991
Wells Fargo Home Mortgage June 2012 - Present
ClearPoint Funding December 2010 - May 2012
Bank of America 2008 - 2010
Countrywide Home Loans February 2003 - 2008
Dailey & Associates October 2000 - November 2002
Tanagraphics 1995 - 1997
Education
Rochester Institute of Technology 1991 — 1995
Bachelor of Science, Printing Management
La Canada High School 1988 — 1991
Adam Jaskievic's ClearPoint Funding Experience November 2011 - February 2013
Job Vice President, Originations Control Management at Homeward Residential, Inc.
Industry Law Practice
Experience
Homeward Residential, Inc. August 2015 - Present
American Mortgage Law Group, P.C. April 2015 - August 2015
Ocwen Financial Corporation February 2013 - March 2015
ClearPoint Funding November 2011 - February 2013
Leader Bank October 2010 - November 2011
MetLife October 2008 - May 2009
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Corporate Governance, Licensing, Westlaw, Legal Assistance, Real Estate, Regulatory Analysis, Regulatory Policy, Regulatory Guidelines, Legal Compliance, Financial Compliance, Policy, Banking
Education
Boston University School of Law 2006 — 2009
J.D., Law
Bates College 2002 — 2006
B.A., Spanish, Interdisciplinary Studies
East Longmeadow High School
Homeward Residential, Inc. August 2015 - Present
American Mortgage Law Group, P.C. April 2015 - August 2015
Ocwen Financial Corporation February 2013 - March 2015
ClearPoint Funding November 2011 - February 2013
Leader Bank October 2010 - November 2011
MetLife October 2008 - May 2009
Skills
Legal Research, Legal Writing, Corporate Law, Litigation, Corporate Governance, Licensing, Westlaw, Legal Assistance, Real Estate, Regulatory Analysis, Regulatory Policy, Regulatory Guidelines, Legal Compliance, Financial Compliance, Policy, Banking
Education
Boston University School of Law 2006 — 2009
J.D., Law
Bates College 2002 — 2006
B.A., Spanish, Interdisciplinary Studies
East Longmeadow High School
Glen Pizzolorusso's ClearPoint Funding Experience March 2012 - October 2012
Job Mortgage Loan Originator at Inland Bank and Trust
Industry Financial Services
Experience
Inland Bank and Trust March 2015 - Present
Norcom Mortgage July 2014 - Present
Est Mortgage Consulting January 2008 - March 2015
Glastonbury Residential Mortgage October 2012 - July 2014
ClearPoint Funding March 2012 - October 2012
Prysma Lending Group 2007 - 2008
GE Money January 2004 - April 2007
New Century Mortgage August 2002 - January 2004
Ocean West Funding January 2000 - August 2002
Family Financial Services, Inc. February 1992 - August 1999
Skills
Mortgage Banking, Sales Management, Mortgage Lending, Loans, Credit, Customer Service, Banking, FHA, Loan Origination, Real Estate, Sales, Underwriting, Refinance, USDA, Funding, VA loans, Residential Mortgages, VA Loans
Education
Liberty University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Inland Bank and Trust March 2015 - Present
Norcom Mortgage July 2014 - Present
Est Mortgage Consulting January 2008 - March 2015
Glastonbury Residential Mortgage October 2012 - July 2014
ClearPoint Funding March 2012 - October 2012
Prysma Lending Group 2007 - 2008
GE Money January 2004 - April 2007
New Century Mortgage August 2002 - January 2004
Ocean West Funding January 2000 - August 2002
Family Financial Services, Inc. February 1992 - August 1999
Skills
Mortgage Banking, Sales Management, Mortgage Lending, Loans, Credit, Customer Service, Banking, FHA, Loan Origination, Real Estate, Sales, Underwriting, Refinance, USDA, Funding, VA loans, Residential Mortgages, VA Loans
Education
Liberty University 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Heidi Turczynski's ClearPoint Funding Experience October 2011 - February 2013
Job DE Mortgage Underwriter at Homeward Residential, Inc.
Industry Banking
Experience
Homeward Residential, Inc. February 2013 - Present
ClearPoint Funding October 2011 - February 2013
ResMac, Inc December 2010 - October 2011
VirtualBank a division of Lydian Private Bank July 2006 - December 2010
Skills
Mortgage Underwriter
Education
Nova Southeastern University 1998 — 2001
Bachelor of Science (B.S.), Business Administration
Homeward Residential, Inc. February 2013 - Present
ClearPoint Funding October 2011 - February 2013
ResMac, Inc December 2010 - October 2011
VirtualBank a division of Lydian Private Bank July 2006 - December 2010
Skills
Mortgage Underwriter
Education
Nova Southeastern University 1998 — 2001
Bachelor of Science (B.S.), Business Administration