Crossline Capital
Industry: Company
DescriptionFounded: 2007 Parent organization: Stonegate Mortgage Corporation Subsidiary: Medallion Mortgage Company, Inc.
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Crossline Capital Employees
Employee
Years
Job
Industry
Loradane Arzadon Loradane Arzadon's Crossline Capital Experience July 2014 - October 2014
Job Associate Account Executive at Travelers
Industry Financial Services
Experience
Travelers Construction Services October 2015 - Present
Travelers Construction Services October 2014 - October 2015
Crossline Capital July 2014 - October 2014
Crossline Capital May 2013 - July 2014
Wells Fargo August 2012 - May 2013
Students Consulting for Non-Profit Organizations at Univeristy of California, Irvine September 2011 - June 2012
Segerstrom Center for the Arts February 2012 - May 2012
Skills
Marketing, Finance, Microsoft Excel, Management, Banking, Credit, PowerPoint, Underwriting, Microsoft Word, Financial Services, Accounting, Oral & Written..., Surety Bonds, Construction
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business Economics
Travelers Construction Services October 2015 - Present
Travelers Construction Services October 2014 - October 2015
Crossline Capital July 2014 - October 2014
Crossline Capital May 2013 - July 2014
Wells Fargo August 2012 - May 2013
Students Consulting for Non-Profit Organizations at Univeristy of California, Irvine September 2011 - June 2012
Segerstrom Center for the Arts February 2012 - May 2012
Skills
Marketing, Finance, Microsoft Excel, Management, Banking, Credit, PowerPoint, Underwriting, Microsoft Word, Financial Services, Accounting, Oral & Written..., Surety Bonds, Construction
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Business Economics
Jeff Welgan Jeff Welgan's Crossline Capital Experience July 2010 - July 2013
Job Branch Manager at AmeriFirst Financial
Industry Financial Services
Experience
AmeriFirst Financial August 2013 - Present
Crossline Capital July 2010 - July 2013
Inkor Comm. September 2009 - October 2010
Efficient Lending November 2007 - September 2009
LendingTree November 2006 - November 2007
HLH April 2003 - October 2006
Skills
VA loans, Mortgage Banking, Loan Origination, FHA financing, Mortgage Lending, Residential Mortgages, Home Equity Loans, Investment Property..., FNMA, Professional..., Government Loans, Real Estate Financing, Home Equity Lines of..., Loans, Mortgage Marketing, Mortgage Underwriting, USDA Rural Housing, Debt Consolidation, FHA, HomePath, Commercial Lending, Real Estate Economics, 203K, Non-Conforming, Certified Mortgage..., Reverse Mortgages, Construction Loans, USDA, Jumbos, 1-4 Units, Purchase Financing, Self-Employed Borrowers, Super Jumbo, Foreign National Loans, Direct Lender, Commercial Mortgages, Loss Mitigation, Credit, Refinance, Mortgage Servicing, Rates, Down Payment Assistance, Encompass, Loan Servicing, Home Equity, First Time Home Buyers, Credit Analysis, Loan Modifications, NMLS Licensed, Investment Properties
Education
California State University-Long Beach 2003 — 2007
Bachelor of Science (B.S.), Finance, Real Estate, & Law
AmeriFirst Financial August 2013 - Present
Crossline Capital July 2010 - July 2013
Inkor Comm. September 2009 - October 2010
Efficient Lending November 2007 - September 2009
LendingTree November 2006 - November 2007
HLH April 2003 - October 2006
Skills
VA loans, Mortgage Banking, Loan Origination, FHA financing, Mortgage Lending, Residential Mortgages, Home Equity Loans, Investment Property..., FNMA, Professional..., Government Loans, Real Estate Financing, Home Equity Lines of..., Loans, Mortgage Marketing, Mortgage Underwriting, USDA Rural Housing, Debt Consolidation, FHA, HomePath, Commercial Lending, Real Estate Economics, 203K, Non-Conforming, Certified Mortgage..., Reverse Mortgages, Construction Loans, USDA, Jumbos, 1-4 Units, Purchase Financing, Self-Employed Borrowers, Super Jumbo, Foreign National Loans, Direct Lender, Commercial Mortgages, Loss Mitigation, Credit, Refinance, Mortgage Servicing, Rates, Down Payment Assistance, Encompass, Loan Servicing, Home Equity, First Time Home Buyers, Credit Analysis, Loan Modifications, NMLS Licensed, Investment Properties
Education
California State University-Long Beach 2003 — 2007
Bachelor of Science (B.S.), Finance, Real Estate, & Law
Christopher Andris Christopher Andris's Crossline Capital Experience May 2014 - Present
Job Real Estate Investor
Industry Financial Services
Experience
Crossline Capital May 2014 - Present
Gateway Mortgage Group March 2014 - May 2014
Gateway Mortgage Group July 2013 - May 2014
The Container Store 2003 - 2013
US Navy 1981 - 1985
Skills
Refinance, Residential Mortgages, Mortgage Lending, Loan Origination, VA loans, Finance, Government Loans, Mortgage Servicing, Loans, Credit, FHA, Credit Analysis, FHA financing, Investments, Investment Properties
Education
Granada Hills High School 1978 — 1980
Richland College
Crossline Capital May 2014 - Present
Gateway Mortgage Group March 2014 - May 2014
Gateway Mortgage Group July 2013 - May 2014
The Container Store 2003 - 2013
US Navy 1981 - 1985
Skills
Refinance, Residential Mortgages, Mortgage Lending, Loan Origination, VA loans, Finance, Government Loans, Mortgage Servicing, Loans, Credit, FHA, Credit Analysis, FHA financing, Investments, Investment Properties
Education
Granada Hills High School 1978 — 1980
Richland College
Scott Contreras Scott Contreras's Crossline Capital Experience 2008 - September 2014
Job SVP at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital 2008 - September 2014
Wachovia 2007 - 2008
World Savings 1996 - 2007
Skills
Refinance, Mortgage Banking, Loans, Mortgage Lending, Management, Credit, USDA, Loan Origination, FHA
Education
California State University-San Bernardino
Valley View HS
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital 2008 - September 2014
Wachovia 2007 - 2008
World Savings 1996 - 2007
Skills
Refinance, Mortgage Banking, Loans, Mortgage Lending, Management, Credit, USDA, Loan Origination, FHA
Education
California State University-San Bernardino
Valley View HS
Jamie Camunas Jamie Camunas's Crossline Capital Experience December 2013 - August 2014
Job Mortgage Banker at WaterMark Home Loans
Industry Financial Services
Experience
Watermark Home Loans July 2015 - Present
Pacific Union Financial, LLC August 2014 - July 2015
Crossline Capital December 2013 - August 2014
EverBank September 2013 - December 2013
Watermark Home Loans September 2012 - September 2013
Renaissance May 2005 - September 2012
Eyeglass World 2001 - May 2004
Skills
Purchase Financing, FHA Loans, VA loans, Residential Homes, Jumbo Mortgage, Super Jumbo, Conventional, Construction, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, Customer Service, Operations Management, PowerPoint, Construction Management, Project Management, Refinance, Sales
Education
University of Kentucky 1998 — 2000
Watermark Home Loans July 2015 - Present
Pacific Union Financial, LLC August 2014 - July 2015
Crossline Capital December 2013 - August 2014
EverBank September 2013 - December 2013
Watermark Home Loans September 2012 - September 2013
Renaissance May 2005 - September 2012
Eyeglass World 2001 - May 2004
Skills
Purchase Financing, FHA Loans, VA loans, Residential Homes, Jumbo Mortgage, Super Jumbo, Conventional, Construction, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, Customer Service, Operations Management, PowerPoint, Construction Management, Project Management, Refinance, Sales
Education
University of Kentucky 1998 — 2000
Neil Donovan Neil Donovan's Crossline Capital Experience January 2008 - January 2010
Job Realtor at First Team Ocean Ranch
Industry Real Estate
Experience
First Team Real Estate 2011 - Present
Conrad & Associates, Realtors March 2013 - August 2013
Crossline Capital January 2008 - January 2010
New Harvest Mortgage & Realty January 2002 - December 2007
SILVER STAR CASTING COMPANY January 1997 - January 2002
Skills
Real Estate, Sellers, Relocation, Listings, New Home Sales, Refinance, Property, Investments, Selling, Buyers, Buyer Representation, Investment Properties, First Time Home Buyers, Loan Origination, Property Management, Referrals, Loans, Mortgage Lending, Investors, FHA, REO, Foreclosures, Loan Modifications, Rentals, Condos, Single Family Homes, Real Estate Transactions, Residential Homes, Short Sales, Real Estate Financing, Credit, Sales
Education
University of Southern California 2010 — 2011
Real Estate
Saddleback College 2000 — 2004
Business & Marketing
First Team Real Estate 2011 - Present
Conrad & Associates, Realtors March 2013 - August 2013
Crossline Capital January 2008 - January 2010
New Harvest Mortgage & Realty January 2002 - December 2007
SILVER STAR CASTING COMPANY January 1997 - January 2002
Skills
Real Estate, Sellers, Relocation, Listings, New Home Sales, Refinance, Property, Investments, Selling, Buyers, Buyer Representation, Investment Properties, First Time Home Buyers, Loan Origination, Property Management, Referrals, Loans, Mortgage Lending, Investors, FHA, REO, Foreclosures, Loan Modifications, Rentals, Condos, Single Family Homes, Real Estate Transactions, Residential Homes, Short Sales, Real Estate Financing, Credit, Sales
Education
University of Southern California 2010 — 2011
Real Estate
Saddleback College 2000 — 2004
Business & Marketing
Cheyne Karabasz Cheyne Karabasz's Crossline Capital Experience May 2014 - October 2014
Job Operations Manager at Aventura Sailing
Industry Human Resources
Experience
Aventura Sailing March 2015 - Present
Crossline Capital May 2014 - October 2014
Crossline Capital December 2013 - May 2014
Laguna Woods Village / PCM May 2013 - September 2013
Lehigh Valley Health Network 2010 - 2012
Kane Is Able, Inc. January 2004 - June 2005
Skills
Employee Relations, Onboarding, Human Resources, Data Entry, HR Policies, New Hire Orientations, Compensation, Personnel Management, Talent Acquisition, HRIS, Microsoft Office, Microsoft Excel, PeopleSoft, Lawson HRIS, Ceridian Payroll System, Social Media, Employee Benefits, Customer Service, PowerPoint, Leadership
Education
University of Scranton 2005 — 2009
Bachelor's degree, Human Resources Management and Services
Aventura Sailing March 2015 - Present
Crossline Capital May 2014 - October 2014
Crossline Capital December 2013 - May 2014
Laguna Woods Village / PCM May 2013 - September 2013
Lehigh Valley Health Network 2010 - 2012
Kane Is Able, Inc. January 2004 - June 2005
Skills
Employee Relations, Onboarding, Human Resources, Data Entry, HR Policies, New Hire Orientations, Compensation, Personnel Management, Talent Acquisition, HRIS, Microsoft Office, Microsoft Excel, PeopleSoft, Lawson HRIS, Ceridian Payroll System, Social Media, Employee Benefits, Customer Service, PowerPoint, Leadership
Education
University of Scranton 2005 — 2009
Bachelor's degree, Human Resources Management and Services
Cleo Turner Cleo Turner's Crossline Capital Experience February 2014 - November 2014
Job Branch Manager NMLS #366369
Industry Financial Services
Experience
Gold Financial Services November 2014 - Present
Crossline Capital February 2014 - November 2014
Skills
Customer Service, Banking, Real Estate, Team Building, Coaching, Finance, Financial Analysis, Insurance, Microsoft Excel, Outlook, Process Improvement, Super Jumbo, Training, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, USDA, Home Equity Loans, Loan Origination, Underwriting, VA Loans
Education
The University of Texas at Austin 1989 — 1992
BA, Communications
Gold Financial Services November 2014 - Present
Crossline Capital February 2014 - November 2014
Skills
Customer Service, Banking, Real Estate, Team Building, Coaching, Finance, Financial Analysis, Insurance, Microsoft Excel, Outlook, Process Improvement, Super Jumbo, Training, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, USDA, Home Equity Loans, Loan Origination, Underwriting, VA Loans
Education
The University of Texas at Austin 1989 — 1992
BA, Communications
jason nowak jason nowak's Crossline Capital Experience 2012 - 2013
Job Mortgage Loan Officer at Nova Home Loans
Industry Financial Services
Experience
Nova Home Loans July 2013 - Present
Crossline Capital 2012 - 2013
Citywide Home Loans August 2011 - October 2011
Waterstone Mortgage Corporation 2011 - 2011
Skills
Loans, Mortgage Banking, Investment Properties, Credit, Mortgage Marketing, Investors, Real Estate, Mortgage Lending
Education
City Honors High School 1981 — 1987
University at Buffalo
Nova Home Loans July 2013 - Present
Crossline Capital 2012 - 2013
Citywide Home Loans August 2011 - October 2011
Waterstone Mortgage Corporation 2011 - 2011
Skills
Loans, Mortgage Banking, Investment Properties, Credit, Mortgage Marketing, Investors, Real Estate, Mortgage Lending
Education
City Honors High School 1981 — 1987
University at Buffalo
Chelsea Porter-Arrowood Chelsea Porter-Arrowood's Crossline Capital Experience January 2013 - September 2013
Job Sales Operations Representatives at C2 Wireless
Industry Consumer Goods
Experience
C2 Wireless April 2014 - Present
Crossline Capital January 2013 - September 2013
Colorescience November 2006 - April 2012
Skills
Customer Service, Sales, Data Entry, Microsoft Excel, QuickBooks, Marketing, Sales Management, Cosmetics, Beauty Industry, Retail, New Business Development, Fashion, Merchandising, Salesforce.com, Account Management, Skin Care, Sales Operations, Strategic Planning
Education
Irvine Valley College
Saddleback College
Paralegal
C2 Wireless April 2014 - Present
Crossline Capital January 2013 - September 2013
Colorescience November 2006 - April 2012
Skills
Customer Service, Sales, Data Entry, Microsoft Excel, QuickBooks, Marketing, Sales Management, Cosmetics, Beauty Industry, Retail, New Business Development, Fashion, Merchandising, Salesforce.com, Account Management, Skin Care, Sales Operations, Strategic Planning
Education
Irvine Valley College
Saddleback College
Paralegal
Darwin Padolina Jr's Crossline Capital Experience February 2013 - August 2013
Job Mortgage Loan Officer at AmeriFirst Financial, Inc.
Industry Banking
Experience
AmeriFirst Financial, Inc. August 2013 - Present
Crossline Capital February 2013 - August 2013
TNG Mortgage Consultants August 2012 - February 2013
Skills
Mortgage Lending, Loans, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, VA loans, USDA, FHA financing, Credit Analysis, Financial Services, Financial Software, Customer Service, Thoroughness, Client Confidentiality, Decisions Making, Committed to..., Quality Focus, Home Equity Loans, Accounting Applications, Quality Assurance
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science (BS), Human Biology
AmeriFirst Financial, Inc. August 2013 - Present
Crossline Capital February 2013 - August 2013
TNG Mortgage Consultants August 2012 - February 2013
Skills
Mortgage Lending, Loans, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, VA loans, USDA, FHA financing, Credit Analysis, Financial Services, Financial Software, Customer Service, Thoroughness, Client Confidentiality, Decisions Making, Committed to..., Quality Focus, Home Equity Loans, Accounting Applications, Quality Assurance
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science (BS), Human Biology
James Makowski James Makowski's Crossline Capital Experience January 2014 - July 2014
Job Branch Manager, Sr Loan Officer at First California Mortgage Company, NMLS# 704132
Industry Financial Services
Experience
First California Mortgage Company July 2014 - Present
Crossline Capital January 2014 - July 2014
Medallion Mortgage November 2012 - January 2014
Heritage Oaks Bank October 2008 - November 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Financial Statements, Loans, Loan Servicing, Mortgage Banking, Home Loans, Loan Origination, First Time Home Buyers, FHA financing, VA loans, USDA Rural Housing, Refinance, Banking, Credit Analysis, Jumbo Mortgage, Mortgage Lending, FHA, Residential Mortgages, Government Loans, FHA Financing, VA Loans, Home Equity Loans
Education
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
First California Mortgage Company July 2014 - Present
Crossline Capital January 2014 - July 2014
Medallion Mortgage November 2012 - January 2014
Heritage Oaks Bank October 2008 - November 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Financial Statements, Loans, Loan Servicing, Mortgage Banking, Home Loans, Loan Origination, First Time Home Buyers, FHA financing, VA loans, USDA Rural Housing, Refinance, Banking, Credit Analysis, Jumbo Mortgage, Mortgage Lending, FHA, Residential Mortgages, Government Loans, FHA Financing, VA Loans, Home Equity Loans
Education
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General
Ricky Wilson NMLS# 157908 Ricky Wilson NMLS# 157908's Crossline Capital Experience March 2013 - July 2013
Job Business Development Manager at Alterra Home Loans
Industry Banking
Experience
Alterra Home Loans July 2014 - Present
Fairway Independent Mortgage Corporation July 2013 - June 2014
Crossline Capital March 2013 - July 2013
IMPAC MORTGAGE March 2012 - January 2013
Ameris Bank June 2011 - March 2012
Community Capital Bank July 2009 - June 2011
Freedom Mortgage October 2007 - July 2009
National City Mortgage February 2005 - September 2007
RBC Mortgage July 2004 - February 2005
South Trust Mortgage July 2003 - June 2004
Skills
Banking, Credit, VA, Conventional, Underwriting, FHA, Mortgage Lending, Conforming, Refinance, VA loans, USDA, First Time Home Buyers, Purchase, Residential Mortgages, Loan Origination, Mortgage Industry, Investment Properties, Mortgage Planning, Reverse Mortgages, Construction Loans, Sales Management, Customer Service, Strategic Planning, Customer Satisfaction, Retail, Residential, Mortgage Banking, Credit Analysis, Team Building, Budgeting, Financial Analysis, Coaching, Customer Relations, FHA financing, Commercial Mortgages, Hiring, Risk Management, Construction, Loans, Mortgage, Certified Mortgage..., Residential Homes, Real Estate Economics, Budgets, Investors, Foreclosures, REO, HUD, Real Estate Financing, Government Loans
Education
XINNIX 2008 — 2009
Mortgage
Troy State University 1978 — 1979
Accounting
Alterra Home Loans July 2014 - Present
Fairway Independent Mortgage Corporation July 2013 - June 2014
Crossline Capital March 2013 - July 2013
IMPAC MORTGAGE March 2012 - January 2013
Ameris Bank June 2011 - March 2012
Community Capital Bank July 2009 - June 2011
Freedom Mortgage October 2007 - July 2009
National City Mortgage February 2005 - September 2007
RBC Mortgage July 2004 - February 2005
South Trust Mortgage July 2003 - June 2004
Skills
Banking, Credit, VA, Conventional, Underwriting, FHA, Mortgage Lending, Conforming, Refinance, VA loans, USDA, First Time Home Buyers, Purchase, Residential Mortgages, Loan Origination, Mortgage Industry, Investment Properties, Mortgage Planning, Reverse Mortgages, Construction Loans, Sales Management, Customer Service, Strategic Planning, Customer Satisfaction, Retail, Residential, Mortgage Banking, Credit Analysis, Team Building, Budgeting, Financial Analysis, Coaching, Customer Relations, FHA financing, Commercial Mortgages, Hiring, Risk Management, Construction, Loans, Mortgage, Certified Mortgage..., Residential Homes, Real Estate Economics, Budgets, Investors, Foreclosures, REO, HUD, Real Estate Financing, Government Loans
Education
XINNIX 2008 — 2009
Mortgage
Troy State University 1978 — 1979
Accounting
Emilio Morales Emilio Morales's Crossline Capital Experience February 2013 - May 2014
Job President at Colonial Mortgage
Industry Banking
Experience
Colonial Mortgage May 2014 - Present
Crossline Capital February 2013 - May 2014
New American Funding December 2012 - February 2013
IMPAC MORTGAGE February 2012 - August 2012
Alterra Home Loans May 2008 - January 2012
RPM Mortgage Inc May 2008 - April 2011
Skills
FHA, Short Sales, Residential Homes, VA loans, USDA Rural, HomePath, Mortgage Lending, Refinance, Mortgage Banking, USDA, Loan Origination, FHA financing, Single Family Homes, Foreclosures, Residential Mortgages, Loans, Reverse Mortgages, Selling, Real Estate Transactions, Real Estate, Underwriting, Real Estate Financing, Real Estate Economics, REO, Sellers, First Time Home Buyers, Investment Properties, Condos, Financial Structuring, Credit, Investments, Commercial Lending, Referrals, Investors, New Home Sales, Relocation, Credit Analysis, Brokerage, Commercial Mortgages, Government Loans, Home Equity Loans, Funding, HUD, Construction Loans, Loss Mitigation, Mortgage Underwriting, Debt Consolidation, Mortgage Marketing, Home Equity Lines of..., Loan Servicing
Education
Cerritos College 1994 — 1996
Business
Colegio Vanguardia Juvenil 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Colonial Mortgage May 2014 - Present
Crossline Capital February 2013 - May 2014
New American Funding December 2012 - February 2013
IMPAC MORTGAGE February 2012 - August 2012
Alterra Home Loans May 2008 - January 2012
RPM Mortgage Inc May 2008 - April 2011
Skills
FHA, Short Sales, Residential Homes, VA loans, USDA Rural, HomePath, Mortgage Lending, Refinance, Mortgage Banking, USDA, Loan Origination, FHA financing, Single Family Homes, Foreclosures, Residential Mortgages, Loans, Reverse Mortgages, Selling, Real Estate Transactions, Real Estate, Underwriting, Real Estate Financing, Real Estate Economics, REO, Sellers, First Time Home Buyers, Investment Properties, Condos, Financial Structuring, Credit, Investments, Commercial Lending, Referrals, Investors, New Home Sales, Relocation, Credit Analysis, Brokerage, Commercial Mortgages, Government Loans, Home Equity Loans, Funding, HUD, Construction Loans, Loss Mitigation, Mortgage Underwriting, Debt Consolidation, Mortgage Marketing, Home Equity Lines of..., Loan Servicing
Education
Cerritos College 1994 — 1996
Business
Colegio Vanguardia Juvenil 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Daniel Baldwin's Crossline Capital Experience February 2009 - February 2010
Job Mortgage Loan Originator (NMLS# 222403) at Stearns Lending (NMLS #1854)
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) August 2015 - Present
Wells Fargo Home Mortgage July 2012 - July 2015
Bank of America August 2011 - June 2012
imortgage January 2010 - July 2011
Crossline Capital February 2009 - February 2010
WaterMark Capital Inc. February 2007 - February 2009
Skills
Mortgage Lending, FHA, Refinance, FHA financing, Mortgage Banking, Certified Mortgage..., VA loans, Residential Mortgages, Loans, USDA, New Home Purchase, Credit, Loan Origination, First Time Home Buyers, Sellers, Finance, Investment Properties, Government Loans, Construction Loans, Real Estate Financing, Mortgage Underwriting, Anniversaries, FHA Financing, VA Loans
Education
California State University-Fullerton 2002 — 2004
Psychology
Woodbridge 1995 — 1999
Stearns Lending (NMLS #1854) August 2015 - Present
Wells Fargo Home Mortgage July 2012 - July 2015
Bank of America August 2011 - June 2012
imortgage January 2010 - July 2011
Crossline Capital February 2009 - February 2010
WaterMark Capital Inc. February 2007 - February 2009
Skills
Mortgage Lending, FHA, Refinance, FHA financing, Mortgage Banking, Certified Mortgage..., VA loans, Residential Mortgages, Loans, USDA, New Home Purchase, Credit, Loan Origination, First Time Home Buyers, Sellers, Finance, Investment Properties, Government Loans, Construction Loans, Real Estate Financing, Mortgage Underwriting, Anniversaries, FHA Financing, VA Loans
Education
California State University-Fullerton 2002 — 2004
Psychology
Woodbridge 1995 — 1999
Sam Carlson ★'s Crossline Capital Experience May 2010 - November 2013
Job Lead Recruiter at SynergyDirectLLC
Industry Staffing and Recruiting
Experience
SynergyDirectLLC November 2014 - Present
AT-Tech February 2014 - November 2014
Crossline Capital May 2010 - November 2013
SearchCore Inc February 2008 - April 2010
Autobytel June 2005 - December 2007
Skills
Technical Recruiting, Health Care Recruiting, Recruiting, Permanent Placement, Staffing Services, Temporary Staffing, Sales, Selling, Business Development, Account Management, Hiring, Marketing, Executive Management, New Business Development, Sales Management, Salesforce.com, Leadership, CRM, Online Advertising, Customer Service, Sales Process, Marketing Strategy, Digital Marketing, Strategic Planning, Product Development, Direct Marketing, B2B, E-commerce, Start-ups, Customer Retention, Customer Satisfaction, Negotiation, Mortgage Lending, Team Building, Sales Operations, Interviews, Strategic Partnerships, Strategy, Training, Social Networking, Social Media Marketing, Online Marketing, Budgets, Email Marketing, P&L Management
Education
Saddleback College 1993 — 1995
Millersville University of Pennsylvania 1989 — 1991
Poli Sci
Central York High School 1986 — 1989
High School, General Education
SynergyDirectLLC November 2014 - Present
AT-Tech February 2014 - November 2014
Crossline Capital May 2010 - November 2013
SearchCore Inc February 2008 - April 2010
Autobytel June 2005 - December 2007
Skills
Technical Recruiting, Health Care Recruiting, Recruiting, Permanent Placement, Staffing Services, Temporary Staffing, Sales, Selling, Business Development, Account Management, Hiring, Marketing, Executive Management, New Business Development, Sales Management, Salesforce.com, Leadership, CRM, Online Advertising, Customer Service, Sales Process, Marketing Strategy, Digital Marketing, Strategic Planning, Product Development, Direct Marketing, B2B, E-commerce, Start-ups, Customer Retention, Customer Satisfaction, Negotiation, Mortgage Lending, Team Building, Sales Operations, Interviews, Strategic Partnerships, Strategy, Training, Social Networking, Social Media Marketing, Online Marketing, Budgets, Email Marketing, P&L Management
Education
Saddleback College 1993 — 1995
Millersville University of Pennsylvania 1989 — 1991
Poli Sci
Central York High School 1986 — 1989
High School, General Education
Randy Orchen Randy Orchen's Crossline Capital Experience August 2009 - May 2011
Job Owner, The Orchen Group. Mortgage Banker/NMLS #27041 at Eagle Home Mortgage
Industry Real Estate
Experience
Eagle Home Mortgage February 2015 - Present
Pinnacle Mortgage Group, Inc. May 2011 - February 2015
Crossline Capital August 2009 - May 2011
Nationwide Lending May 2007 - July 2009
Homeloancenter DBA Lendingtree Loans October 2004 - May 2007
Ditech.com May 2004 - October 2004
Cox Communications February 1997 - May 2004
Skills
Mortgage Lending, FHA, Refinance, Loans, Real Estate, Funding, Customer Service, Mortgage Banking, Home Equity Lines of..., Loan Origination, Residential Mortgages, VA loans, Finance, FHA financing, Sellers, USDA, Reverse Mortgages, Certified Mortgage..., Real Estate Financing, Credit, Investment Properties, Government Loans, Construction Loans, First Time Home Buyers, Mortgage Underwriting, Underwriting, REO, Investors, Foreclosures, Home Equity Loans, Mortgage Servicing, HUD, Short Sales, Referrals, Commercial Lending, FHA Financing, VA Loans
Education
UCSD 1990 — 1994
Bachelor of Arts (B.A.), Communication, General
University of California, San Diego 1990 — 1994
BA, Communications
Eagle Home Mortgage February 2015 - Present
Pinnacle Mortgage Group, Inc. May 2011 - February 2015
Crossline Capital August 2009 - May 2011
Nationwide Lending May 2007 - July 2009
Homeloancenter DBA Lendingtree Loans October 2004 - May 2007
Ditech.com May 2004 - October 2004
Cox Communications February 1997 - May 2004
Skills
Mortgage Lending, FHA, Refinance, Loans, Real Estate, Funding, Customer Service, Mortgage Banking, Home Equity Lines of..., Loan Origination, Residential Mortgages, VA loans, Finance, FHA financing, Sellers, USDA, Reverse Mortgages, Certified Mortgage..., Real Estate Financing, Credit, Investment Properties, Government Loans, Construction Loans, First Time Home Buyers, Mortgage Underwriting, Underwriting, REO, Investors, Foreclosures, Home Equity Loans, Mortgage Servicing, HUD, Short Sales, Referrals, Commercial Lending, FHA Financing, VA Loans
Education
UCSD 1990 — 1994
Bachelor of Arts (B.A.), Communication, General
University of California, San Diego 1990 — 1994
BA, Communications
Tim Elkins Tim Elkins's Crossline Capital Experience March 2007 - October 2014
Job EVP Stonegate Direct at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital March 2007 - October 2014
CEO 1999 - 2007
Skills
Mortgage Lending, Mortgage Banking, Finance, Loan Origination, Credit Analysis, Banking, Loans, Executive Management, Credit, Capital Markets, Portfolio Management, Refinance, Residential Mortgages, Commercial Lending, Risk Management, Fixed Income, Asset Management, Financial Modeling, Valuation, Real Estate, FHA, Management, Underwriting, Mortgage Underwriting, First Time Home Buyers, USDA, Real Estate Financing, Loss Mitigation, FHA financing, Loan Servicing, Reverse Mortgages, Funding, Certified Mortgage..., Financial Risk, Investment Properties, Structured Finance, Financial Structuring, Securities, VA loans, Investors, Commercial Mortgages, Investments, Credit Risk, REO, Real Estate Economics, Financial Services, Mergers & Acquisitions, FHA Financing, VA Loans
Education
Saddleback College 1997 — 2000
Santa Margarita High School 1992 — 1996
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital March 2007 - October 2014
CEO 1999 - 2007
Skills
Mortgage Lending, Mortgage Banking, Finance, Loan Origination, Credit Analysis, Banking, Loans, Executive Management, Credit, Capital Markets, Portfolio Management, Refinance, Residential Mortgages, Commercial Lending, Risk Management, Fixed Income, Asset Management, Financial Modeling, Valuation, Real Estate, FHA, Management, Underwriting, Mortgage Underwriting, First Time Home Buyers, USDA, Real Estate Financing, Loss Mitigation, FHA financing, Loan Servicing, Reverse Mortgages, Funding, Certified Mortgage..., Financial Risk, Investment Properties, Structured Finance, Financial Structuring, Securities, VA loans, Investors, Commercial Mortgages, Investments, Credit Risk, REO, Real Estate Economics, Financial Services, Mergers & Acquisitions, FHA Financing, VA Loans
Education
Saddleback College 1997 — 2000
Santa Margarita High School 1992 — 1996
Michelle Guthrie Michelle Guthrie's Crossline Capital Experience December 2012 - January 2014
Job Client Services Coordinator at Premier Business Centers
Industry Executive Office
Experience
Premier Business Centers November 2014 - Present
Premier Business Centers May 2014 - November 2014
Airport Towers March 2014 - May 2014
Crossline Capital December 2012 - January 2014
Skills
Microsoft Office, Time Management, Business Administration, Office Management, Spreadsheets, Critical Thinking, Goal Setting and..., Attention to Detail, Customer Service, Oral and Writing..., Contract Negotiation, Tech Savvy, Organization &..., Marketing, Social Media Marketing, Budgets, Problem Solving, Critical Thinking Skills, Keeping Work Organized, Telephone Skills, Keeping Place Clean, Executive Suites, Accurate Data Entry, Adobe Acrobat, Office Administration, Administration, File Management, Multi Tasking, Social Enterprise, Team Building, Sales Management, Sales, Property Management, Adobe Lightroom, Adobe Photoshop
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 2014 — 2016
Associate of Arts (AA), Business Fundamentals
Premier Business Centers November 2014 - Present
Premier Business Centers May 2014 - November 2014
Airport Towers March 2014 - May 2014
Crossline Capital December 2012 - January 2014
Skills
Microsoft Office, Time Management, Business Administration, Office Management, Spreadsheets, Critical Thinking, Goal Setting and..., Attention to Detail, Customer Service, Oral and Writing..., Contract Negotiation, Tech Savvy, Organization &..., Marketing, Social Media Marketing, Budgets, Problem Solving, Critical Thinking Skills, Keeping Work Organized, Telephone Skills, Keeping Place Clean, Executive Suites, Accurate Data Entry, Adobe Acrobat, Office Administration, Administration, File Management, Multi Tasking, Social Enterprise, Team Building, Sales Management, Sales, Property Management, Adobe Lightroom, Adobe Photoshop
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 2014 — 2016
Associate of Arts (AA), Business Fundamentals
Maria Alvarez - Simons Maria Alvarez - Simons's Crossline Capital Experience March 2014 - October 2014
Job Loan Officer at Guild Mortgage
Industry Financial Services
Experience
Guild Mortgage September 2015 - Present
Aspire Lending March 2015 - September 2015
Parkmont Lending October 2014 - March 2015
Crossline Capital March 2014 - October 2014
JPMorgan Chase June 2011 - February 2014
Citi June 2009 - July 2011
Caliber Funding July 2008 - April 2009
Merchant Home Loans August 2005 - March 2008
Centex Home Equity September 2003 - August 2005
Citimortgage November 2002 - September 2003
Skills
Credit, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Investments, Risk Management, Equities, Fixed Income, Financial Modeling, Credit Analysis, Derivatives, Investment Banking, Mortgage Banking, Credit Risk, Loan Origination
Education
University of North Texas 2000 — 2002
Some College, Finance
North Lake College 1996 — 1999
Guild Mortgage September 2015 - Present
Aspire Lending March 2015 - September 2015
Parkmont Lending October 2014 - March 2015
Crossline Capital March 2014 - October 2014
JPMorgan Chase June 2011 - February 2014
Citi June 2009 - July 2011
Caliber Funding July 2008 - April 2009
Merchant Home Loans August 2005 - March 2008
Centex Home Equity September 2003 - August 2005
Citimortgage November 2002 - September 2003
Skills
Credit, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Investments, Risk Management, Equities, Fixed Income, Financial Modeling, Credit Analysis, Derivatives, Investment Banking, Mortgage Banking, Credit Risk, Loan Origination
Education
University of North Texas 2000 — 2002
Some College, Finance
North Lake College 1996 — 1999
Steve Clarey Steve Clarey's Crossline Capital Experience May 2014 - February 2015
Job Sales Manager at New American Funding
Industry Real Estate
Experience
New American Funding 2015 - Present
Crossline Capital May 2014 - February 2015
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - February 2015
Prospect Mortgage, LLC May 2013 - May 2014
Omega Mortgage Group February 2008 - May 2013
Omega Mortgage Group February 2008 - May 2013
Merit Lending February 1992 - February 2008
Skills
VA, Mortgage, Residential, USDA, Conventional, Loans, Loan Structuring, Refinance, Mortgage Lending, First Time Home Buyers, Purchase, REO, Investment Properties, Investors, Foreclosures, First Time Buyers, Short Sales, Referrals, Home, Condos, Real Estate Investment, Single Family Homes, Sellers, Rentals, Real Estate, VA loans, Land, Residential Mortgages, Buyer Representation, Real Estate Financing, Residential Homes, FHA, Relocation, Financial Structuring, Selling, Real Estate Transactions, Listings, Property Management, New Home Sales, FHA financing, Property, Real Property, HUD, Marketing, Commercial Real Estate, Real Estate Economics, Vacation Homes, New Homes, Real Estate Development, Finance
Education
Quincy University in Quincy, Illinois 1970 — 1975
BS, Business Management
Spalding Institute (high school) in Peoria, Illinois 1966 — 1969
New American Funding 2015 - Present
Crossline Capital May 2014 - February 2015
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - February 2015
Prospect Mortgage, LLC May 2013 - May 2014
Omega Mortgage Group February 2008 - May 2013
Omega Mortgage Group February 2008 - May 2013
Merit Lending February 1992 - February 2008
Skills
VA, Mortgage, Residential, USDA, Conventional, Loans, Loan Structuring, Refinance, Mortgage Lending, First Time Home Buyers, Purchase, REO, Investment Properties, Investors, Foreclosures, First Time Buyers, Short Sales, Referrals, Home, Condos, Real Estate Investment, Single Family Homes, Sellers, Rentals, Real Estate, VA loans, Land, Residential Mortgages, Buyer Representation, Real Estate Financing, Residential Homes, FHA, Relocation, Financial Structuring, Selling, Real Estate Transactions, Listings, Property Management, New Home Sales, FHA financing, Property, Real Property, HUD, Marketing, Commercial Real Estate, Real Estate Economics, Vacation Homes, New Homes, Real Estate Development, Finance
Education
Quincy University in Quincy, Illinois 1970 — 1975
BS, Business Management
Spalding Institute (high school) in Peoria, Illinois 1966 — 1969
Chris Chudacoff's Crossline Capital Experience January 2013 - December 2013
Job SVP/Regional Manager at Guaranteed Rate
Industry Real Estate
Experience
Guaranteed Rate 2015 - Present
RPM Mortgage, Inc. December 2013 - May 2015
Crossline Capital January 2013 - December 2013
Skills
Investment Properties, FHA, Real Estate, Mortgage Lending, Refinance, Short Sales, Loans, Mortgage Banking, First Time Home Buyers, Residential Homes, Residential Mortgages, Loan Origination
Education
California State University-Northridge 1985 — 1990
BA, Marketing
Guaranteed Rate 2015 - Present
RPM Mortgage, Inc. December 2013 - May 2015
Crossline Capital January 2013 - December 2013
Skills
Investment Properties, FHA, Real Estate, Mortgage Lending, Refinance, Short Sales, Loans, Mortgage Banking, First Time Home Buyers, Residential Homes, Residential Mortgages, Loan Origination
Education
California State University-Northridge 1985 — 1990
BA, Marketing
Cathryn Cathy Howard's Crossline Capital Experience January 2014 - July 2014
Job Experienced Mortgage Professional
Industry Financial Services
Experience
Crossline Capital January 2014 - July 2014
Medallion Mortgage June 2013 - January 2014
Reunion Mortgage 2011 - 2012
Wells Fargo Home Mortgage 2010 - 2011
Bank of America October 2003 - March 2010
Indymac Bank January 2003 - October 2003
Indymac Bank December 2000 - January 2003
The Money Store January 1998 - December 2000
The Money Store January 1997 - January 1998
The Money Store January 1995 - January 1997
Skills
Mortgage Lending, FHA, Loans, Loan Origination, Reverse Mortgages, Mortgage Banking, USDA, VA loans, Refinance, Credit, Loss Mitigation, Referrals, Sellers, Leadership, Investment Properties, Banking, Recruiting, Residential Mortgages, Human Resources, Budgets, Employee Training, FHA financing, Construction Loans, Customer Service, Jumbo Mortgage, Buyers, Home Equity Lines of..., First Time Home Buyers, Management, Lead Generation, Networking, Customer Retention
Education
American River College
Assocaite Degree, Business
Rio Linda High School
Diploma- General Education
The Money Store
Crossline Capital January 2014 - July 2014
Medallion Mortgage June 2013 - January 2014
Reunion Mortgage 2011 - 2012
Wells Fargo Home Mortgage 2010 - 2011
Bank of America October 2003 - March 2010
Indymac Bank January 2003 - October 2003
Indymac Bank December 2000 - January 2003
The Money Store January 1998 - December 2000
The Money Store January 1997 - January 1998
The Money Store January 1995 - January 1997
Skills
Mortgage Lending, FHA, Loans, Loan Origination, Reverse Mortgages, Mortgage Banking, USDA, VA loans, Refinance, Credit, Loss Mitigation, Referrals, Sellers, Leadership, Investment Properties, Banking, Recruiting, Residential Mortgages, Human Resources, Budgets, Employee Training, FHA financing, Construction Loans, Customer Service, Jumbo Mortgage, Buyers, Home Equity Lines of..., First Time Home Buyers, Management, Lead Generation, Networking, Customer Retention
Education
American River College
Assocaite Degree, Business
Rio Linda High School
Diploma- General Education
The Money Store
Alex Paramo's Crossline Capital Experience October 2012 - February 2013
Job Servicing Analyst at JMAC Lending
Industry Financial Services
Experience
JMAC Lending September 2015 - Present
Academy Mortgage Corporation December 2013 - August 2015
New American Funding March 2013 - December 2013
Crossline Capital October 2012 - February 2013
Icon Residential Lenders July 2011 - June 2012
Rushmore Loan Management Services, LLP February 2010 - July 2011
Carrington Mortgage Services/New Century Mortgage November 2003 - October 2008
Skills
Loan Servicing, Microsoft Excel, Mortgage Lending, Portfolio Management, Outlook, Loan Modifications, Microsoft Word, Accounting, Call Centers, DataTrac, FNMA, FHA, Finance, MSP, MortServ, Mortgage Service, DocVolocity 3.5, IQ/Mortgage Cadence, Remote Deposit System, Encompass, Fannie Mae Reporting..., Ginnie Mae (GNMA)..., Microsoft Office, Power Pivot, Loan Transfers, Service...
Education
Mt. San Antonio College 1981 — 1984
Associate's degree, Accounting
La Puente High School 1977 — 1980
General education
JMAC Lending September 2015 - Present
Academy Mortgage Corporation December 2013 - August 2015
New American Funding March 2013 - December 2013
Crossline Capital October 2012 - February 2013
Icon Residential Lenders July 2011 - June 2012
Rushmore Loan Management Services, LLP February 2010 - July 2011
Carrington Mortgage Services/New Century Mortgage November 2003 - October 2008
Skills
Loan Servicing, Microsoft Excel, Mortgage Lending, Portfolio Management, Outlook, Loan Modifications, Microsoft Word, Accounting, Call Centers, DataTrac, FNMA, FHA, Finance, MSP, MortServ, Mortgage Service, DocVolocity 3.5, IQ/Mortgage Cadence, Remote Deposit System, Encompass, Fannie Mae Reporting..., Ginnie Mae (GNMA)..., Microsoft Office, Power Pivot, Loan Transfers, Service...
Education
Mt. San Antonio College 1981 — 1984
Associate's degree, Accounting
La Puente High School 1977 — 1980
General education
Gregory Crownover's Crossline Capital Experience 2011 - 2013
Job Senior Loan Officer at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital 2011 - 2013
Skills
Financial Services, Equities, Retirement Planning, Strategic Financial..., Mortgage Lending, Loan Origination, Customer Service, Investments, Loans, Mutual Funds, Banking, Residential Mortgages, Insurance, Credit, Mortgage Banking, Underwriting, Refinance, FHA, VA loans, Real Estate, Reverse Mortgages, Financial Planning, VA Loans
Education
University of California, San Diego 1980 — 1984
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Webb School of California 1976 — 1980
High School Diploma
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital 2011 - 2013
Skills
Financial Services, Equities, Retirement Planning, Strategic Financial..., Mortgage Lending, Loan Origination, Customer Service, Investments, Loans, Mutual Funds, Banking, Residential Mortgages, Insurance, Credit, Mortgage Banking, Underwriting, Refinance, FHA, VA loans, Real Estate, Reverse Mortgages, Financial Planning, VA Loans
Education
University of California, San Diego 1980 — 1984
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Webb School of California 1976 — 1980
High School Diploma
Kenneth Almeida's Crossline Capital Experience May 2013 - September 2014
Job Sales Manager at Pacific Union Financial, LLC
Industry Financial Services
Experience
Pacific Union Financial, LLC September 2014 - Present
Crossline Capital May 2013 - September 2014
Envoy Mortgage September 2012 - May 2013
Skills
Mortgage Banking, FHA, Mortgage Lending
Education
University of Phoenix 2011 — 2014
Bachelorâs Degree, Finance, General
Pacific Union Financial, LLC September 2014 - Present
Crossline Capital May 2013 - September 2014
Envoy Mortgage September 2012 - May 2013
Skills
Mortgage Banking, FHA, Mortgage Lending
Education
University of Phoenix 2011 — 2014
Bachelorâs Degree, Finance, General
Patricia Maestas's Crossline Capital Experience August 2014 - September 2014
Job Unemployed Professional
Industry Financial Services
Experience
Lexington Home Loans October 2014 - Present
Crossline Capital August 2014 - September 2014
Bay Equity, LLC August 2012 - January 2014
Republic Mortgage Home Loans July 2011 - July 2012
Cobalt Mortgage May 2010 - March 2011
CITYBANK Home Loan Center February 2005 - May 2010
Skills
Mortgage Lending, Loans, First Time Home Buyers, Refinance, Mortgage Banking, FHA, Residential Mortgages, Time Management, Loan Origination, USDA, Credit, VA loans, Construction Loans, Reverse Mortgages, Government Loans, Certified Mortgage..., FHA financing, VA Loans, FHA Financing
Education
Central Texas College
Business Administration, Management and Operations
Lexington Home Loans October 2014 - Present
Crossline Capital August 2014 - September 2014
Bay Equity, LLC August 2012 - January 2014
Republic Mortgage Home Loans July 2011 - July 2012
Cobalt Mortgage May 2010 - March 2011
CITYBANK Home Loan Center February 2005 - May 2010
Skills
Mortgage Lending, Loans, First Time Home Buyers, Refinance, Mortgage Banking, FHA, Residential Mortgages, Time Management, Loan Origination, USDA, Credit, VA loans, Construction Loans, Reverse Mortgages, Government Loans, Certified Mortgage..., FHA financing, VA Loans, FHA Financing
Education
Central Texas College
Business Administration, Management and Operations
Mark Torrey's Crossline Capital Experience January 2014 - September 2014
Job DE Underwriter III at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Real Estate
Experience
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital January 2014 - September 2014
Prospect Mortgage, LLC April 2009 - April 2010
Bank of America Home Loans April 2002 - April 2009
Skills
Mortgage Lending, Loans, Credit, Banking, Investments, Series 7, Series 63, Money, Securities, Mutual Funds, Portfolio Management, Financial Services, Financial Analysis, Insurance, Risk Management, Life Insurance, Fixed Annuities, Real Estate, Fixed Income, Investment Advisory, Loan Origination, Underwriting, Residential Mortgages
Education
San Diego State University-California State University
BS
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital January 2014 - September 2014
Prospect Mortgage, LLC April 2009 - April 2010
Bank of America Home Loans April 2002 - April 2009
Skills
Mortgage Lending, Loans, Credit, Banking, Investments, Series 7, Series 63, Money, Securities, Mutual Funds, Portfolio Management, Financial Services, Financial Analysis, Insurance, Risk Management, Life Insurance, Fixed Annuities, Real Estate, Fixed Income, Investment Advisory, Loan Origination, Underwriting, Residential Mortgages
Education
San Diego State University-California State University
BS
Toby Thurman NMLS #243190's Crossline Capital Experience March 2014 - June 2014
Job Area/Branch Manager at Parkview Mortgage
Industry Financial Services
Experience
Parkview Mortgage October 2014 - Present
Crossline Capital March 2014 - June 2014
Network Funding, LP, NMLS#2297 August 2000 - February 2014
Gracy Title January 1986 - August 2000
Skills
Sales Management, Mortgage Lending, Sales, Loans, Banking, Account Management, New Business Development, Selling, Business Development, Negotiation, Leadership, Contract Negotiation, Team Building, Customer Service, Marketing, Strategic Planning, Credit
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, Economics
Parkview Mortgage October 2014 - Present
Crossline Capital March 2014 - June 2014
Network Funding, LP, NMLS#2297 August 2000 - February 2014
Gracy Title January 1986 - August 2000
Skills
Sales Management, Mortgage Lending, Sales, Loans, Banking, Account Management, New Business Development, Selling, Business Development, Negotiation, Leadership, Contract Negotiation, Team Building, Customer Service, Marketing, Strategic Planning, Credit
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, Economics
Tracy D. McGhee's Crossline Capital Experience 2010 - 2011
Job Career Focus: BBS, Commercial Loan Officer, Wells Fargo and Company. Current Position: Business Banking Wells Fargo.
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2012 - 2013
JPMorgan Chase & Co. 2011 - 2012
Crossline Capital 2010 - 2011
Efficient Lending Corporation 2007 - 2010
The Smart Money Group 2004 - 2007
US Navy August 1988 - February 1993
Skills
Commercial Loan..., Sales Territory..., Customer Experience..., Loan Policies, Loan Procedures, Customer Loyalty, Customer Retention, Loan Structuring, Loan Finalization, In-Depth Credit Analysis, Credit Evaluation, New Business Loan..., Staff Training, Staff Coaching, Regulatory Compliance, Professional Integrity, Workflow Prioritization, Wells Fargo Customer..., Client Negotiations, Loan Origination, Team Management, Client-First Customer..., Mortgage Products, Mortgage Services, Commercial Loan Cycle, Residential Loan Cycle, FHA Loans, VA Loans, Conventional Home Loans, High-Balance Conforming..., Non-Traditional ARM..., Home Affordable Programs, Jumbo Loans, Mortgage Software, Banking Products, Banking Services, Total Loan Volume, Fannie Mae, Freddie Mac, Cross-Selling, Funded Loan Volume, Closed Loan Volume, FHA, Financial Services, Sales
Education
Chapman University 1997 — 2001
Bachelor of Business Administration (BBA), Business Management, Organizational Leadership
Wells Fargo June 2015 - Present
Wells Fargo 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2012 - 2013
JPMorgan Chase & Co. 2011 - 2012
Crossline Capital 2010 - 2011
Efficient Lending Corporation 2007 - 2010
The Smart Money Group 2004 - 2007
US Navy August 1988 - February 1993
Skills
Commercial Loan..., Sales Territory..., Customer Experience..., Loan Policies, Loan Procedures, Customer Loyalty, Customer Retention, Loan Structuring, Loan Finalization, In-Depth Credit Analysis, Credit Evaluation, New Business Loan..., Staff Training, Staff Coaching, Regulatory Compliance, Professional Integrity, Workflow Prioritization, Wells Fargo Customer..., Client Negotiations, Loan Origination, Team Management, Client-First Customer..., Mortgage Products, Mortgage Services, Commercial Loan Cycle, Residential Loan Cycle, FHA Loans, VA Loans, Conventional Home Loans, High-Balance Conforming..., Non-Traditional ARM..., Home Affordable Programs, Jumbo Loans, Mortgage Software, Banking Products, Banking Services, Total Loan Volume, Fannie Mae, Freddie Mac, Cross-Selling, Funded Loan Volume, Closed Loan Volume, FHA, Financial Services, Sales
Education
Chapman University 1997 — 2001
Bachelor of Business Administration (BBA), Business Management, Organizational Leadership
Rob Birkla's Crossline Capital Experience January 2014 - October 2014
Job Sales Assistant/Mortgage Advisor at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Financial Services
Experience
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital January 2014 - October 2014
Medallion Mortgage April 2013 - January 2014
U.S. Bank November 2011 - March 2013
MetLife Home Loans November 2010 - November 2011
Skills
Microsoft Word, Customer Service, Mortgage Banking, FHA, Microsoft Office, Banking, Microsoft Excel, Marketing, Sales, Office Management, Process Improvement, Social Media, Training, Account Management, Email Marketing
Education
Indiana University-Southeast 1992 — 1993
Business Administration and Management, General
University of Southern Indiana 1990 — 1991
Business Administration and Management, General
Stonegate Mortgage Corporation (NYSE: SGM) October 2014 - Present
Crossline Capital January 2014 - October 2014
Medallion Mortgage April 2013 - January 2014
U.S. Bank November 2011 - March 2013
MetLife Home Loans November 2010 - November 2011
Skills
Microsoft Word, Customer Service, Mortgage Banking, FHA, Microsoft Office, Banking, Microsoft Excel, Marketing, Sales, Office Management, Process Improvement, Social Media, Training, Account Management, Email Marketing
Education
Indiana University-Southeast 1992 — 1993
Business Administration and Management, General
University of Southern Indiana 1990 — 1991
Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY