Dynamic Capital Mortgage
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Dynamic Capital Mortgage Employees
BSI Financial Services Inc September 2010 - Present
Dynamic Capital Mortgage January 2008 - June 2009
Summit Mortgage August 2002 - December 2007
BNY Mellon March 2000 - July 2002
Northeastern University October 1998 - March 2000
Student Advantage September 1995 - October 1998
Skills
Loans, Financial Analysis, Finance, Accounting, Portfolio Management, Banking, Credit, Investments, Management, Mergers & Acquisitions, Asset Management, Mortgage Lending, Valuation, Business Planning, Forecasting, Financial Services, Team Building, Sales, Insurance, Internal Controls, CRM
Education
Northeastern University 1991 — 1996
Accounting
Northeastern University 1991 — 1996
MidAtlantic Federal Credit Union March 2014 - Present
Apex Home Loans, Inc. July 2013 - March 2014
Mid Atlantic Federal Credit Union April 2011 - July 2013
CAM Enterprises, LLC October 2008 - June 2011
Envoy Mortgage December 2010 - April 2011
Lending One Solutions, Inc. December 2009 - December 2010
Residential Home Funding Corp February 2009 - December 2009
EagleBank December 2007 - March 2009
Dynamic Capital Mortgage August 2006 - December 2007
Wells Fargo 2004 - 2006
Skills
Loans, Mortgage Lending, Real Estate, FHA, Refinance, Investment Properties, Loan Origination, Strategic Planning, Real Estate Transactions, Mortgage Banking, Finance, Investments, Foreclosures, Referrals, Residential Mortgages, Investors, Residential Homes
Education
American University 1974 — 1977
BS in BA, Finance
The Dalton School 1970 — 1973
Mortgage Master, INC September 2011 - Present
Prospect Mortgage, LLC April 2009 - August 2011
Dynamic Capital Mortgage October 2008 - July 2009
Real Estate Mortgage Funding March 2007 - September 2008
SunTrust Mortgage October 2004 - February 2007
Alliance Mortgage Funding, Inc July 2002 - October 2004
Mortgage Associates INC June 1997 - July 2002
Skills
FHA financing, CDA Financing, Jumbos, Conventional financing, Mortgage Lending, Refinance, Investment Properties, Loan Origination, Real Estate, Loans, FHA, VA loans, Mortgage Banking, USDA, Residential Mortgages, First Time Home Buyers, Government Loans, Reverse Mortgages, Banking, Mortgage Underwriting, Finance, Relocation, Construction Loans, Short Sales
Education
Andrews University 1974 — 1978
BSN, Nursing
Saugatuck High School 1970 — 1974
Critical Care Nursing
Finance of America Mortgage LLC September 2009 - Present
Dynamic Capital Mortgage October 2006 - September 2009
BankFive 2005 - 2006
Delphi Information Sciences Corp May 2003 - June 2005
Del Mar Database September 2002 - May 2003
Delphi Information Sciences Corp July 1987 - September 2002
Skills
automated underwriting..., Mortgage Lending, FHA, Loans, Loan Origination, First Time Home Buyers, Real Estate, Residential Homes, Real Estate Transactions, Mortgage Banking, Refinance, Foreclosures, Selling, Residential Mortgages, Commercial Lending, Appraisals, Credit, Real Estate Financing, Short Sales, USDA, Sales, Automated Underwriting..., Certified Mortgage..., Commercial Mortgages, Construction Loans, Credit Analysis, Finance, Government Loans, Investment Properties, Investments, Mortgage Marketing, Mortgage Underwriting, REO, Real Estate Economics, Reverse Mortgages, Underwriting, VA loans
Education
Northeastern University 2000 — 2001
Certification, Principles of Secondary Marketing Management
California State University-Los Angeles 1984 — 1985
M.A. incomplete, Political Theory/Jurisprudence
California Polytechnic State University-San Luis Obispo 1980 — 1984
Bachelors, Political Science/ Constitutional Law
Cuesta College 1979 — 1981
Associate of Arts
Movement Mortgage, LLC September 2014 - Present
Waterstone Mortgage Corporation June 2014 - September 2014
Wells Fargo Home Mortgage April 2012 - June 2014
Home Savings of America March 2011 - April 2012
Bayfield Home Loans July 2009 - March 2011
Dynamic Capital Mortgage September 2008 - July 2009
Carteret Mortgage September 2004 - September 2008
Skills
Mortgage Lending, Refinance, FHA, Customer Service, Customer Satisfaction, Microsoft Office, Notary Public, Time Management, Business Networking, Loans, Managerial, Credit, Banking, Customer Relations, Finance, First Time Home Buyers, Real Estate, Mortgage Banking, Investment Properties, Insurance, FHA financing, Residential Mortgages, Real Estate Transactions, VA loans, Underwriting, Referrals, Reverse Mortgages, USDA, Mortgage Marketing, Government Loans, Construction Loans, Investments, Loan Origination, Sellers, FHA Financing, VA Loans
Education
Stratford University
Associates, Network Engineering
Northern Virginia Community College
Associates, Business
Housing & Residence Life August 2013 - May 2015
Dominion Dial Den October 2013 - September 2014
Soma Intimates August 2011 - August 2012
Dynamic Capital Mortgage January 2008 - May 2009
Skills
Microsoft Office, Outlook, Facebook, Pinterest, Web 2.0, Writing, Reading, Communication, Peer Mentoring, Event Planning
Education
Old Dominion University 2011 — 2015
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
High Point University 2009 — 2010
Northwest High School 2005 — 2009
High School Diploma
Angel Oak Mortgage Solutions October 2013 - Present
PMAC Lending Services Inc., (Formerly operating as WCS Lending, LLC) November 2012 - October 2013
Global Lending Group, LLC February 2010 - November 2012
Iowa Sports Supply February 2009 - January 2010
CFN Capital Mortgage July 2008 - October 2008
Dynamic Capital Mortgage March 2008 - June 2008
Saxon Mortgage April 2007 - March 2008
Fremont Investment & Loan August 2006 - March 2007
Fieldstone Mortgage Company April 2006 - July 2006
FMF Capital September 2005 - April 2006
Skills
Loans, Mortgage Banking, Underwriting, Refinance, Mortgage Lending, Loan Origination, Selling, Credit, Customer Service, Investment Properties, Residential Mortgages, FHA, Sales, Commercial Mortgages, Real Estate, Marketing, Funding, Commercial Lending, Residential Homes, Investments, USDA, VA loans, FHA financing, Reverse Mortgages, Credit Analysis, Real Estate Financing, Loss Mitigation, Banking, Construction Loans, Mortgage Underwriting, Loan Servicing, Certified Mortgage..., Home Equity Loans, Mortgage Servicing, Wholesale Lending, Real Estate Economics, Mortgage Marketing, First Time Home Buyers, Government Loans, REO, Consumer Lending, Cold Calling Experience
Education
University of Northern Iowa 1983 — 1986
Bachelor of Arts, Major: General Studies Minor: General Business Concepts
Iowa Central Community Junior College 1981 — 1983
Manson Community High School
High School Diploma
Endeavor Capital, LLC September 2009 - Present
Dynamic Capital Mortgage March 2009 - September 2009
Mortgage Network Inc. June 2007 - November 2008
P&L Services 1999 - 2008
Creative Marketing Concepts August 2006 - June 2007
Wineland Thomson Adventures d/b/a Thomson Safaris & Thomson Family Adventures September 2004 - August 2006
Unidine Corporation d/b/a Summit Dining September 2003 - August 2004
Grand Virtual October 2000 - June 2003
Integrated Computing Engines April 1998 - October 2000
Overland Management Corp / Overland Trading Co. October 1990 - October 1996
Skills
FRx, Pivot Tables, QuickBooks, Microsoft Dynamics SL, Great Plains Software, Financial Analysis, Year-end Close, General Ledger, Mas 90, Vlookup, Financial Reporting, Account Reconciliation, Revenue Recognition, Variance Analysis, Financial Statements, Budgets, Monthly Close, Accounting, Cash Flow, Microsoft Excel, Accounts Payable, Accounts Receivable, Payroll, Internal Controls, Finance, Journal Entries, Cash Management, Auditing, Forecasting, Bank Reconciliation, Invoicing, Analysis, Internal Audit, GAAP, Balance, US GAAP, Cash Flow Forecasting, Management, Bookkeeping, Financial Forecasting, ADP Payroll, Sales Tax, Human Resources, Customer Service, Financial Accounting, P&L, Real Estate
Education
Salem State College 2009 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Middlesex Community College 1989 — 1991
Associates, Business Administration
Woburn High 1985 — 1988
Potomac Professional Mortgage June 2011 - Present
WestStar Mortgage December 2009 - June 2011
Gateway Funding August 2009 - December 2009
Dynamic Capital Mortgage December 2008 - August 2009
Union Mortgage Group June 2003 - December 2008
WestStar Mortgage January 2002 - June 2003
ORIX Credit Alliance March 1998 - December 2001
Crown Lift Trucks August 1995 - March 1998
Skills
Loans, Mortgage Lending, Credit, Refinance, Mortgage Banking, USDA, FHA, Loan Origination, Commercial Lending, Reverse Mortgages, VA loans, Investors, Sales, Underwriting, Credit Analysis, Banking, First Time Home Buyers, Residential Mortgages, Investments, Real Estate, Investment Properties, Real Estate Financing, VA Loans
Education
George Mason University 2012 — 2013
Master of Science (MS), Senior Housing Administration
Penn State University 1986 — 1990
BA, Economics / Business
Somerset Senior High 1983 — 1986
Diploma, College Prep
New England Preferred Properties July 2011 - Present
Newton Corner CBGD Advisory Committee May 2009 - Present
NewTV March 2010 - March 2014
National MS Society - New England Chapter 2010 - 2014
Better Cost Control April 2009 - May 2010
Dynamic Capital Mortgage October 2008 - July 2009
Newton Wellesley Mortgage January 2005 - 2008
Dynamic Capital Mortgage 2003 - 2005
Greenpark Mortgage 2001 - 2003
Killington December 1990 - April 2001
Skills
Start-ups, Career Development, Non-profits, Mortgage Lending, Event Planning, Loans, Fundraising, Nonprofits, Research, Strategic Planning, Customer Service, Refinance, Program Management, Public Policy, Community Outreach, Real Estate, Management, Policy, Sellers, Small Business, Public Speaking, Investment Properties, Budgets, Foreclosures, Community Development, Grant Writing, Political Campaigns, Social Media, Public Relations, Residential Homes, Sales, Volunteer Management, Leadership, Politics
Education
Boston University 1976 — 1980
BS
Boston University 1976 — 1980
BS
Access Capital Mortgage January 2010 - Present
Dynamic Capital Mortgage November 2002 - January 2010
Ernst and Young March 1987 - November 1995
The Washington Post June 1985 - March 1987
Skills
Refinance, Negotiation, Real Estate, FHA, First Time Home Buyers, New Home Purchase, Investors, Referrals, Real Estate Transactions, Investment Properties, Short Sales, REO, Loans, Mortgage Lending, Title Insurance, VA loans, Marketing, Residential Mortgages, USDA, Mortgage Banking, Loan Origination, VA Loans
Education
Drew University
BA, English, French, Political Science
The George Washington University - School of Business
MBA, Marketing
Patriot Community Bank March 2014 - Present
Leader Mortgage Company March 2009 - February 2014
Dynamic Capital Mortgage January 2006 - March 2009
Mortgage Corp. of the East March 2001 - December 2005
Skills
Refinance, Mortgage Lending, Loans, First Time Home Buyers, Credit, FHA financing, Real Estate, Mortgage Banking, FHA, Funding, VA loans, Finance, Investment Properties, Loan Origination, Residential Mortgages
Education
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Lincoln-Sudbury Regional High School 1988 — 1992
high school
Guaranteed Rate 2011 - Present
MSA Mortgage, LLC December 2008 - July 2011
Mortgage Network, Inc. July 2008 - December 2008
MSA Mortgage, LLC September 2005 - July 2008
Dynamic Capital Mortgage March 2003 - September 2005
Waite & Company/ZEFER January 1996 - March 2000
CSC Index August 1994 - January 1996
Arthur D. Little December 1988 - June 1993
Skills
Mortgage Lending, Loans, Residential Mortgages, Real Estate, First Time Home Buyers, Credit, Investments, Refinance, Loan Origination, FHA, Mortgage Banking, FHA financing, VA loans, Credit Analysis, USDA, Underwriting, Valuation, Financial Analysis, Portfolio Management, Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
S.M., Finance
Princeton University 1984 — 1988
B.S.E., Civil Engineering, Geology
BC High
First Choice Loan Service Inc. April 2015 - Present
Proficio Mortgage Ventures, LLC February 2013 - March 2015
PrimeLending June 2012 - February 2013
Proficio Mortgage Ventures, LLC October 2009 - June 2012
Dynamic Capital Mortgage October 2007 - October 2009
Pinnacle Financial Corp March 2003 - October 2007
Cedar Creek Mortgage June 2001 - March 2003
Skills
Mortgage Lending, Loan Processing, Government Loans, Conventional Loans, Credit, Underwriting, Loan Closings, Loans, Real Estate, Loan Origination, Mortgage Marketing, Credit Analysis, Banking, FHA Financing, Mortgage Banking, Residential Mortgages, Refinance, FHA
Education
Pepperdine University 1980 — 1982
Master of Business Administration (MBA)
Western Illinois University 1975 — 1979
Bachelor of Science (BS)
Northeastern University 2014 - 2015
Northeastern University 2014 - 2015
Northeastern University 2014 - 2015
East Cambridge Savings Bank April 2011 - January 2013
Dynamic Capital Mortgage December 2004 - April 2009
Wells Fargo December 2002 - November 2004
Skills
Residential Mortgage..., Loans, Mortgage Lending, FHA, Mortgage Banking, Refinance, Real Estate, USDA, Residential Mortgages, VA loans, Loan Origination, Government Loans, Credit, FHA financing
Education
Loyola University of Chicago
Dot Com Secrets Providence November 2010 - Present
Maverick Funding Corporation July 2010 - August 2013
D & L Realty and Investments February 2007 - July 2010
National Foreclosure Prevention Service March 2008 - June 2010
Dynamic Capital Mortgage 2006 - 2007
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, USDA
Education
Cranston High School East 1977 — 1981
Business Administration and Management, General
Johnson & Wales University-Online
Business/Corporate Communications
Globalization Partners April 2014 - Present
High Street Partners April 2013 - March 2014
High Street Partners September 2012 - March 2013
High Street Partners November 2009 - August 2012
High Street Partners September 2008 - October 2009
High Street Partners September 2007 - August 2008
SAIC May 2007 - August 2007
Legal Computer Solutions 2004 - 2007
Dynamic Capital Mortgage May 2003 - March 2004
Central Parking System November 2002 - April 2003
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Cash Flow, Accounts Payable, Financial Accounting, Managerial Finance, Forecasting, Auditing, Strategic Financial..., Accruals, Banking, Consolidation, Corporate Tax, Finance, Financial Audits, Financial Planning, General Ledger, IFRS, Internal Audit, Internal Controls, Investments, Leadership, Management, Mergers, Microsoft Excel, Payroll, Portfolio Management, Recruiting, Risk Management, Sarbanes-Oxley, Team Building, Team Management, US GAAP
Education
Fairfield University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Jacob Dean Mortgage September 2009 - Present
HLMG, LLC January 2009 - September 2009
Dynamic Capital Mortgage October 2008 - September 2009
Carteret Mortgage January 2004 - September 2008
PTF Financial January 2007 - August 2007
Education
American University 1987 — 1988
Public Affairs
The George Washington University - School of Business 1984 — 1987
Pubic Affairs, Government Relations
Northern Virginia Community College 1976 — 1983
AA, Business Administration
Harper College 1973 — 1974
Accounting
Arlington Heights High School 1969 — 1974
High School
McHenry County College 1972 — 1973
Accounting
The Barque Group, LLC 2008 - Present
DISTINCT Capital Partners 2012 - June 2012
Bay State Residential Brokerage, LLC 2007 - 2009
Dynamic Capital Mortgage March 2003 - March 2008
DHR International August 2000 - September 2001
Investors Bank & Trust November 1997 - July 2000
Skills
Strategic Partnerships, Strategy, Private Equity, Loans, Start-ups, Loan Origination, Corporate Finance, Valuation, Venture Capital, New Business Development
Education
Merrimack College 1993 — 1997
BS, Finance
Dynamic Capital Mortgage 2001 - Present
Education
University of Connecticut 1992 — 1996
Bachelor of Science, Real Estate Finance
Norfolk State University August 2010 - Present
Dynamic Capital Mortgage March 2008 - February 2009
TransLand Financial Services April 2007 - August 2007
SouthStar Funding December 2006 - April 2007
Skills
FHA, Mortgage Lending, Refinance, Certified Mortgage..., Residential Mortgages, Mortgage Banking, VA loans, FHA financing, Loan Origination, Loans, Credit, Negotiation, Account Management, Credit Analysis, New Business Development, Home Equity Lines of..., Home Equity, Second Mortgages
Education
Old Dominion University 1994 — 1998
Interdisciplinary Studies
Tidewater Community College
Associate's degree
P-Solve June 2013 - Present
Mortgage Master November 2009 - June 2013
Dynamic Capital Mortgage November 2007 - October 2009
Valicenti Advisory Services, Inc. June 2006 - October 2007
Skills
Mortgage Banking, Access, Microsoft Excel, Business Intelligence, Visual Basic, Project Management, Mortgage Lending, Investments, Excel, Secondary Mortgage..., SQL, SSRS, Advent, Axys, Moxy, Pensions, Defined Benefit, Defined Contribution
Education
University at Buffalo 2003 — 2007
BS, Business Administration, Finance Concentration
2016 Level II Candidate in the CFA Program
Citation Clinical Labeling Systems December 2014 - Present
Citation Clinical Labeling Systems July 2012 - November 2014
Citation Clinical Labeling Systems November 2011 - July 2012
Monument Bank April 2010 - March 2011
Independence Mortgage Funding Series October 2009 - April 2010
Dynamic Capital Mortgage February 2007 - September 2009
Skills
Mortgage Lending, Mortgage Banking, Leadership, Banking, Financial Analysis, Risk Management, Customer Service, Strategic Planning, Project Management
Education
Gettysburg College 2002 — 2006
BS, Business Management
Dynamic Capital Mortgage April 2009 - July 2009
Westfield Bank February 2007 - July 2008
Home Loan and Investment Bank June 2003 - September 2006
Ocean Bank 2003 - 2006
Education
Bryant University 1999 — 2003
BA, Finance
State Street Bank September 2009 - November 2012
Dynamic Capital Mortgage March 2009 - September 2009
State Street Corporation July 2007 - November 2008
Investors Bank & Trust December 2003 - January 2008
Investors Bank & Trust April 2000 - December 2003
Stoneham Bank August 1997 - February 2000
Fleet Bank 1994 - 1997
Independent Contractor 1989 - 1994
Able Appraisal 1984 - 1989
Skills
Visio, Microsoft Excel, Quality Center, Toad, Access, Visual Basic, Oracle, Crystal Reports, .NET, MS Project, Microsoft Word, PowerBuilder, Fund Accounting, Project Management, SDLC, Process Improvement, Agile Methodologies, Business Analysis, Requirements Analysis, SQL
Education
University of Massachusetts at Lowell 1979 — 1984
Bachelor of Arts (BA), Political Science and Government
Westford Academy 1975 — 1979
Wells Fargo Home Mortgage March 2013 - Present
Wells Fargo Home Mortgage July 2011 - March 2013
Fairway Independent Mortgage Corporation 2009 - 2011
Banco Popular May 2008 - December 2008
Dynamic Capital Mortgage January 2008 - March 2008
Countrywide Home Loans March 2003 - October 2007
Education
Boston University 1997 — 2001
Bachelor of Science, Communications; Advertising
Dynamic Capital Mortgage Vice President Mortgage LendingGuaranteed RateAugust 2009 - Present
Pride Mortgage January 2005 - July 2008
Aker Kvaerner November 1994 - October 1998
Education
Tulane University - A.B. Freeman School of Business 1982 — 1986
BSA, Accounting & Finance
BSI Financial Services Inc April 2010 - Present
MCM Capital November 2009 - April 2010
Dynamic Capital Mortgage 2002 - 2009
Boston University 1997 - 2002
Education
Boston University 1993 — 1997
Mortgage Master June 1998 - Present
Dynamic Capital Mortgage 2005 - 2009
Skills
Refinance, FHA, Mortgage Banking, Mortgage Lending, Loans, USDA, VA loans, Loan Origination, Residential Mortgages, FHA financing, First Time Home Buyers, Investment Properties, Real Estate, Government Loans, Construction Loans, Mortgage Underwriting
Education
Fitchburg State College
Bachelor's degree
Walpole High