CLS Financial Services
Description
Address: 4450 W Cerritos Ave, Los Alamitos, CA 90720 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMFriday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (562) 594-6884: : : Website: : Place name: : : Category: Website: http://www.clsfinancial.com/ Category: Mortgage Lender Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
CLS Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CLS Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
CLS Financial Services Salaries. You can even request information on how much does CLS Financial Services pay if you want to. Learn about salaries, pros and cons of working for CLS Financial Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11 CLS Financial Services employees in database. Find out everything there's to know about CLS Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CLS Financial Services Employees
Employee
Years
Job
Industry
Adam Crone Adam Crone's CLS Financial Services Experience October 2014 - Present
Job Loan Officer at CLS Financial
Industry Real Estate
Experience
CLS Financial Services October 2014 - Present
Freedom Mortgage May 2014 - October 2014
BluFi Lending March 2013 - April 2014
Paramount Residential Mortgage Group July 2010 - March 2013
World Financial Group (WFG) October 2007 - June 2010
SunTrust Mortgage October 2007 - January 2009
First Magnus Financial April 2005 - August 2007
Lenders Direct March 2004 - March 2005
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Refinance, New Home Purchase, Purchase Financing, Real Estate Lending, Assisting First Time..., Down Payment Assistance, VA loans, Customer Service, Investment Properties, FHA financing, Government Loans, Sales, Single Family Homes, Credit Analysis, Loans, FHA, Loan Origination, USDA, Credit, Account Management, Certified Mortgage..., Finance, Marketing Strategy, Mortgage Underwriting, Real Estate, New Business Development, Reverse Mortgages, Selling, Strategic Planning, Team Building, Underwriting, Wholesale Lending, Loss Mitigation, Real Estate Economics, Real Estate Financing, Social Media Marketing
Education
California State University-Fullerton 1996 — 2000
Bachelor of Arts (B.A.), Communications
CLS Financial Services October 2014 - Present
Freedom Mortgage May 2014 - October 2014
BluFi Lending March 2013 - April 2014
Paramount Residential Mortgage Group July 2010 - March 2013
World Financial Group (WFG) October 2007 - June 2010
SunTrust Mortgage October 2007 - January 2009
First Magnus Financial April 2005 - August 2007
Lenders Direct March 2004 - March 2005
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Refinance, New Home Purchase, Purchase Financing, Real Estate Lending, Assisting First Time..., Down Payment Assistance, VA loans, Customer Service, Investment Properties, FHA financing, Government Loans, Sales, Single Family Homes, Credit Analysis, Loans, FHA, Loan Origination, USDA, Credit, Account Management, Certified Mortgage..., Finance, Marketing Strategy, Mortgage Underwriting, Real Estate, New Business Development, Reverse Mortgages, Selling, Strategic Planning, Team Building, Underwriting, Wholesale Lending, Loss Mitigation, Real Estate Economics, Real Estate Financing, Social Media Marketing
Education
California State University-Fullerton 1996 — 2000
Bachelor of Arts (B.A.), Communications
Tony Close Tony Close's CLS Financial Services Experience December 2010 - Present
Job CoOwner at CLS Financial Services
Industry Financial Services
Experience
CLS Financial Services December 2010 - Present
Skills
Refinance, First Time Home Buyers, Business Development, FHA, Mortgage Lending, Loans, Finance, REO, Mortgage Banking, Real Estate, Financial Services, Team Building, Management, Foreclosures, Referrals, Loan Origination, Investment Properties, Public Speaking, Sellers, Marketing, Short Sales, Security
Education
California State University-Long Beach 1998 — 2001
Bachelor of Arts, Speech Communications
CLS Financial Services December 2010 - Present
Skills
Refinance, First Time Home Buyers, Business Development, FHA, Mortgage Lending, Loans, Finance, REO, Mortgage Banking, Real Estate, Financial Services, Team Building, Management, Foreclosures, Referrals, Loan Origination, Investment Properties, Public Speaking, Sellers, Marketing, Short Sales, Security
Education
California State University-Long Beach 1998 — 2001
Bachelor of Arts, Speech Communications
Jennifer Merriman's CLS Financial Services Experience March 2014 - June 2014
Job Executive Assistant at Denco Family
Industry Commercial Real Estate
Experience
CLS Financial Services March 2014 - June 2014
Rauxa Direct January 2009 - March 2014
Skills
Direct Mail, Direct Marketing, Email Marketing, Advertising, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Social Media, Interactive Marketing, Online Advertising, Marketing, Event Planning
Education
California State University-Long Beach 2007 — 2009
Bachelor's, Journalism/Public Relations
CLS Financial Services March 2014 - June 2014
Rauxa Direct January 2009 - March 2014
Skills
Direct Mail, Direct Marketing, Email Marketing, Advertising, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Social Media, Interactive Marketing, Online Advertising, Marketing, Event Planning
Education
California State University-Long Beach 2007 — 2009
Bachelor's, Journalism/Public Relations
Connie Harding Connie Harding's CLS Financial Services Experience September 1993 - January 2004
Job Sr. Loan Officer at Eagle Home Mortgage
Industry Financial Services
Experience
Eagle Home Mortgage January 2014 - Present
Banc Home Loans a div of Banc of California March 2012 - January 2014
AXIA FINANCIAL July 2009 - March 2012
Choice Lending Inc. July 2004 - July 2009
Option One Mortgage January 2004 - August 2004
CLS Financial Services September 1993 - January 2004
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, First Time Home Buyers, Construction Loans, Investment Properties, VA loans, FHA financing, Residential Mortgages, Credit, Commercial Lending, Government Loans, Credit Analysis, Short Sales, Real Estate Financing, USDA Rural Housing, Residential Homes, Finance, FHA, Investments, Loss Mitigation, USDA, Real Estate, Mortgage Marketing, Refinance, Mortgage Underwriting, Referrals, Home Equity Loans, Debt Consolidation, Underwriting, FHA Financing, VA Loans
Education
Truckee Meadows Community College 1979 — 1981
Associates, Psychology
Eagle Home Mortgage January 2014 - Present
Banc Home Loans a div of Banc of California March 2012 - January 2014
AXIA FINANCIAL July 2009 - March 2012
Choice Lending Inc. July 2004 - July 2009
Option One Mortgage January 2004 - August 2004
CLS Financial Services September 1993 - January 2004
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, First Time Home Buyers, Construction Loans, Investment Properties, VA loans, FHA financing, Residential Mortgages, Credit, Commercial Lending, Government Loans, Credit Analysis, Short Sales, Real Estate Financing, USDA Rural Housing, Residential Homes, Finance, FHA, Investments, Loss Mitigation, USDA, Real Estate, Mortgage Marketing, Refinance, Mortgage Underwriting, Referrals, Home Equity Loans, Debt Consolidation, Underwriting, FHA Financing, VA Loans
Education
Truckee Meadows Community College 1979 — 1981
Associates, Psychology
Shannon Wright Shannon Wright's CLS Financial Services Experience 2001 - 2004
Job Lead Staff Accountant at Arctic Storm
Industry Accounting
Experience
Arctic Storm Management Group August 2014 - Present
Synapse Product Development March 2013 - April 2014
McDonald's Corporation October 2011 - January 2013
Symetra Financial December 2009 - September 2011
Original Basket Boutique 2006 - 2011
Symetra Financial 2004 - 2008
CLS Financial Services 2001 - 2004
United Health Services Credit Union 1998 - 2001
Walter J Haig II, CPA and Consultant 1993 - 1998
Skills
Strategic Planning, Budgets, Leadership, Management, Account Reconciliation, Gifts, Accounts Receivable, Program Management, Time Management, Small Business, Project Planning, Customer Service, Financial Statements, SEC filings, Analysis, General Ledger, Sarbanes-Oxley Act, Forecasting, Event Planning, Social Networking, QuickBooks, Financial Reporting
Education
Original Basket Boutique 2007 — 2007
Training, Basket Convention
Original Basket Boutique 2006 — 2006
Training, Basket Convention
Gonzaga University - School of Business Administration 1994 — 1997
BBA, accounting
Arctic Storm Management Group August 2014 - Present
Synapse Product Development March 2013 - April 2014
McDonald's Corporation October 2011 - January 2013
Symetra Financial December 2009 - September 2011
Original Basket Boutique 2006 - 2011
Symetra Financial 2004 - 2008
CLS Financial Services 2001 - 2004
United Health Services Credit Union 1998 - 2001
Walter J Haig II, CPA and Consultant 1993 - 1998
Skills
Strategic Planning, Budgets, Leadership, Management, Account Reconciliation, Gifts, Accounts Receivable, Program Management, Time Management, Small Business, Project Planning, Customer Service, Financial Statements, SEC filings, Analysis, General Ledger, Sarbanes-Oxley Act, Forecasting, Event Planning, Social Networking, QuickBooks, Financial Reporting
Education
Original Basket Boutique 2007 — 2007
Training, Basket Convention
Original Basket Boutique 2006 — 2006
Training, Basket Convention
Gonzaga University - School of Business Administration 1994 — 1997
BBA, accounting
Janelle Sagen Janelle Sagen's CLS Financial Services Experience 2006 - 2009
Job Sr. Mortgage Planner at Alpine Mortgage
Industry Financial Services
Experience
Alpine Mortgage February 2012 - Present
Bankers Funding Company An Affiliate of Wells Fargo Home Mortgage November 2010 - February 2012
CLS Financial Services 2006 - 2009
Skills
investment planning, Mortgage Banking, Mortgage Underwriting, Business Relationship..., Mortgage Lending, Refinance, FHA, Conventional, VA, Residential Homes, Sellers, Short Sales, Foreclosures, Single Family Homes, Underwriting, Residential Mortgages, Referrals, Relationship Marketing, Loan Origination, Loans, FHA financing, VA loans, Government Loans, Reverse Mortgages, USDA, Real Estate Financing, Home Equity Loans, Banking, First Time Home Buyers, Home Equity Lines of..., Finance, Investment Properties, REO, HUD, Credit, Investors, Loss Mitigation, Commercial Mortgages, FHA Financing, VA Loans
Education
California State University-Fullerton 1993 — 1997
Bachelor of Science (BS), Psychology
Alpine Mortgage February 2012 - Present
Bankers Funding Company An Affiliate of Wells Fargo Home Mortgage November 2010 - February 2012
CLS Financial Services 2006 - 2009
Skills
investment planning, Mortgage Banking, Mortgage Underwriting, Business Relationship..., Mortgage Lending, Refinance, FHA, Conventional, VA, Residential Homes, Sellers, Short Sales, Foreclosures, Single Family Homes, Underwriting, Residential Mortgages, Referrals, Relationship Marketing, Loan Origination, Loans, FHA financing, VA loans, Government Loans, Reverse Mortgages, USDA, Real Estate Financing, Home Equity Loans, Banking, First Time Home Buyers, Home Equity Lines of..., Finance, Investment Properties, REO, HUD, Credit, Investors, Loss Mitigation, Commercial Mortgages, FHA Financing, VA Loans
Education
California State University-Fullerton 1993 — 1997
Bachelor of Science (BS), Psychology
Brian Matheson Brian Matheson's CLS Financial Services Experience May 1997 - June 1997
Job Accounting Professional
Industry Accounting
Experience
CLS Financial Services May 1997 - June 1997
Education
Edmonds Community College 1997 — 1997
ABE
Edmonds Woodway High 1991 — 1997
CLS Financial Services May 1997 - June 1997
Education
Edmonds Community College 1997 — 1997
ABE
Edmonds Woodway High 1991 — 1997
Angela Comstock's CLS Financial Services Experience 2009 - Present
Job Loan Officer Supervisor at CLS Financial Services
Industry Real Estate
Experience
CLS Financial Services 2009 - Present
CLS Financial Services 2008 - Present
Washington Mutual, Inc. 2002 - 2004
Quartermaster 1999 - 2002
Skills
Construction Loans, Refinance, Loan Origination, CalHFA, FHA, Mortgage Lending, Customer Requirements, Team Management, Mortgage Banking, Loans, Real Estate, FHA financing, First Time Home Buyers, Real Estate Transactions, Short Sales, Finance, Foreclosures, Reverse Mortgages, Credit, REO, Investment Properties, Real Estate Financing, VA loans, Condos, Residential Mortgages, Property, USDA, Certified Mortgage..., Rentals, Escrow, Home Equity Loans, Mortgage Underwriting, HUD, Referrals, Investors, Home Equity Lines of..., Real Estate Economics, Commercial Mortgages, VA Loans, FHA Financing
Education
Cal Sate Long Beach
Long Beach City College
CLS Financial Services 2009 - Present
CLS Financial Services 2008 - Present
Washington Mutual, Inc. 2002 - 2004
Quartermaster 1999 - 2002
Skills
Construction Loans, Refinance, Loan Origination, CalHFA, FHA, Mortgage Lending, Customer Requirements, Team Management, Mortgage Banking, Loans, Real Estate, FHA financing, First Time Home Buyers, Real Estate Transactions, Short Sales, Finance, Foreclosures, Reverse Mortgages, Credit, REO, Investment Properties, Real Estate Financing, VA loans, Condos, Residential Mortgages, Property, USDA, Certified Mortgage..., Rentals, Escrow, Home Equity Loans, Mortgage Underwriting, HUD, Referrals, Investors, Home Equity Lines of..., Real Estate Economics, Commercial Mortgages, VA Loans, FHA Financing
Education
Cal Sate Long Beach
Long Beach City College
Linda Schmitt's CLS Financial Services Experience 1996 - 2003
Job Controller at Incident Catering Services
Industry Financial Services
Experience
Incident Catering Services December 2008 - Present
Cyrk February 2008 - November 2008
CLS Financial Services 1996 - 2003
Skills
Employee Benefits, Benefits Administration, Human Resources, Strategic Planning, Microsoft Office, GAAP, Project Management, Revenue Recognition, Great Plains Software, Variance Analysis, General Ledger, Financial Analysis, Analysis
Education
Iowa State University - College of Business 1989 — 1993
BBA, Finace
Clarion High School 1985 — 1989
General Degeree
Incident Catering Services December 2008 - Present
Cyrk February 2008 - November 2008
CLS Financial Services 1996 - 2003
Skills
Employee Benefits, Benefits Administration, Human Resources, Strategic Planning, Microsoft Office, GAAP, Project Management, Revenue Recognition, Great Plains Software, Variance Analysis, General Ledger, Financial Analysis, Analysis
Education
Iowa State University - College of Business 1989 — 1993
BBA, Finace
Clarion High School 1985 — 1989
General Degeree
Rob Eggen's CLS Financial Services Experience March 1998 - June 2000
Job Systems Administrator at Fidelity National Financial
Industry Information Technology and Services
Experience
Fidelity National Financial February 2013 - April 2014
Denali Advanced Integration March 2012 - January 2013
Cardiac Science October 2006 - July 2011
Jones Radio Networks August 2000 - February 2006
CLS Financial Services March 1998 - June 2000
KEANE September 1996 - November 1997
Skills
Troubleshooting, Windows, XP, Computer Hardware, Active Directory, Windows Server
Education
Edmonds Community College 1993 — 1996
Associate's degree, Computer Science
Fidelity National Financial February 2013 - April 2014
Denali Advanced Integration March 2012 - January 2013
Cardiac Science October 2006 - July 2011
Jones Radio Networks August 2000 - February 2006
CLS Financial Services March 1998 - June 2000
KEANE September 1996 - November 1997
Skills
Troubleshooting, Windows, XP, Computer Hardware, Active Directory, Windows Server
Education
Edmonds Community College 1993 — 1996
Associate's degree, Computer Science