EquiFirst Company
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EquiFirst Employees
AdOn Network August 2007 - Present
EquiFirst February 2005 - August 2007
Skills
Web Marketing, Affiliate Marketing, Lead Generation, Digital Marketing, Email Marketing, Digital Media, Advertising, Online Advertising, Mobile Marketing, PPC, Online Marketing, Display Advertising, Marketing Strategy, Campaign Management, SEM, Google Analytics, SEO, New Media, Media Buying, Social Media Marketing, Google Adwords, Interactive Marketing, Web Analytics, Mobile Devices, Strategy, Digital Strategy, Conversion Optimization, E-commerce, CPL, Ad Networks, Omniture, Online Lead Generation, Analytics
Education
University of Central Oklahoma 2002 — 2005
Edward Jones May 2014 - Present
JPMorgan Chase June 2010 - May 2014
Bank of America May 2007 - June 2010
EquiFirst May 2006 - April 2007
Excel/ACN June 2002 - May 2006
Skills
Training, Customer Satisfaction, Finance, Customer Service, Banking, Credit, Coaching, Leadership, Sales, Interviews, Insurance, Investing, Retirement Planning, Business planning, College Savings Plans, Long Term Care Insurance, Life Insurance, Budgeting, Credit Analysis, Investments, Management, Refinance, Loan Origination, Residential Mortgages
Education
University of California, Davis 2000 — 2004
Bachelor's degree, Psychology, Music, and Theatre
imortgage April 2014 - Present
Wells Fargo Home Mortgage August 2011 - March 2014
Wells Fargo Home Mortgage January 2010 - August 2010
Wells Fargo Home Mortgage January 2009 - January 2010
EquiFirst January 2007 - March 2008
EquiFirst October 2004 - December 2006
EquiFirst January 2004 - October 2004
MILA May 2001 - January 2004
Skills
Risk Management, Mortgage Lending, Leadership, Mortgage Banking, Loans, Credit, Insurance, Process Improvement, Refinance, Underwriting, Banking, FHA, Loan Origination, Credit Analysis, Residential Mortgages, Mortgage Underwriting, VA loans, USDA, Sales, Relationship Management, Portfolio Management, Loss Mitigation, Loan Servicing, Investments, Funding, Financial Analysis, Finance, Credit Risk, VA Loans, Quality Assurance, Financial Services
Education
University of Arizona 1990 — 1994
B.A., Journalism
Carrington Mortgage Services, Mortgage Lending Division September 2015 - Present
Bank of America January 2011 - September 2015
Capture Financial 2009 - 2010
Equifirst 2006 - 2008
Countrywide 2004 - 2006
HSBC 2000 - 2003
US Army November 1989 - November 1993
Skills
Process Improvement, Leadership, Operations Management, Microsoft Excel, Contract Negotiation, Banking, Project Planning, Sales Operations, Management, Call Centers, Business Development, Sales, Loans, Sales Process, Recruiting, Start-ups, Analysis, Strategy, Strategic Planning, Mortgage Banking
Education
University of Florida
Associate
InkSoft March 2012 - Present
Ryonet April 2010 - March 2012
Digital Art Solutions December 2008 - August 2010
Equifirst 2005 - 2007
DDB 2002 - 2002
Skills
Trade Shows, Email Marketing, Sales Management, Sales, Social Media Marketing, Lead Generation, Social Media, Direct Marketing, Graphic Design, Product Marketing, Direct Sales, Strategic Planning, Corporate Gifts, Digital Printing, Marketing, Event Planning, Wide Format Printing, Account Management, Online Advertising, B2B, Brand Development, Business Development, Marketing Strategy, Marketing Communications, Digital Marketing, Social Networking, Strategic Partnerships, Adobe Creative Suite, Cold Calling, Product Development, CRM, Direct Mail, Brand Management, Creative Direction, Apparel, Integrated Marketing, Sales Presentations, Color Management
Education
University of Phoenix 2007 — 2009
M.B.A, Business--Technology Management
Northern Arizona University 1998 — 2002
BS, Advertising
Keller Williams Realty 2012 - Present
Serpaco Painting Inc. 2012 - March 2015
Controlled Sites, LLC 2008 - April 2012
EquiFirst 2004 - 2008
Skills
Marketing, Trade Shows, Advertising, Salesforce.com, Direct Marketing, Business Development, New Business Development, Leadership, Process Improvement, Team Building, Graphic Design, Marketing Strategy, Budgets, Account Management, Sales, Selling, Sales Operations, Project Management, Management, Sales Management, Real Estate, Contract Negotiation, Negotiation, Cold Calling, Residential Homes, Strategic Planning
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Business Management
Naval Facilities Engineering Command (NAVFAC) February 2014 - Present
US Navy May 2013 - January 2014
United States Navy June 2012 - May 2013
CompUSA June 2007 - July 2007
EquiFirst June 2006 - August 2006
Skills
Military Experience, DoD, Military, Military Operations, Electrical Engineering, Problem Solving, Team Leadership, Digital Electronics, Technical Writing, Microtechnology, Security Clearance, Organizational..., Computer Engineering, Semiconductors, Facilities Engineering, Project Engineering, Engineering Management, Defense Contracting, Contract Management
Education
United States Naval Academy 2008 — 2012
Bachelor of Science (B.S.), Electrical and Electronics Engineering
United States Naval Academy 2008 — 2012
Bachelor of Science (B.S.), Computer Engineering
Paychex June 2011 - Present
Paychex November 2007 - May 2011
EquiFirst March 2004 - November 2007
Skills
Sales Management, Sales, Business Planning, Development Of Employees, Team Building, Hiring Employees, B2B, Benefits Administration, Payroll, Human Resources, Selling, Sales Operations, Leadership
Education
Southeastern Louisiana University 1994 — 1999
INSURE WISE July 2011 - Present
Froots January 2008 - April 2011
EquiFirst April 2006 - January 2008
Skills
Insurance, Risk Management, Risk Assessment, Pipeline Building, Sales Process, Problem Solving, Profitability, Growth, Customer Relations, New Business Development, Negotiation, Strategic Planning, Lead Generation, Customer Service, Team Building, Budgeting, Coaching, Marketing Strategy, Online Marketing, Account Management, Management, Leadership, Customer Retention, Sales Operations, Budgets, Marketing, Sales, Sales Management, Training, Direct Sales, B2B, Business Development, Selling, Entrepreneurship, Process Improvement, Start-ups, CRM, Executive Management, Strategic Partnerships, Business Planning, Strategy
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Somers High School 1992 — 1996
Duke Energy Corporation July 2014 - Present
Duke Energy Corporation March 2013 - July 2014
CB&I May 2008 - March 2013
The Shaw Group September 2007 - May 2008
EquiFirst March 2007 - August 2007
EquiFirst July 2006 - March 2007
EquiFirst August 2005 - July 2006
Skills
Nuclear Contract..., Contract Negotiation, Cost Control, Forecasting, Invoice Reconciliation, Claims Management, Contract Management, Nuclear, Change Order Management, Progress Measurement, Schedule Adherence, Change Orders, Invoicing, Subcontracting, Risk Management, Performance Measurement, Construction, Proposal Writing, Cost Engineering, EPC, Procurement, Training, Cost Management, Process Improvement, Project Management, Budgets, Earned Value Management, Management, Project Planning, Project Control
Education
University of North Carolina at Asheville 2001 — 2005
Bachelor of Arts, Major - Mass Communication; Minor - Management: Marketing
Assurance Financial & Insurance Services January 2011 - Present
COUNTRY ® Financial November 2007 - November 2011
EquiFirst 2005 - 2007
Homeowners Loan Corp February 2003 - February 2005
Bell Road Toyota October 2001 - February 2003
Dish Network March 2001 - October 2001
Skills
Insurance, Investments, Sales Management, Sales, Negotiation, New Business Development, Financial Analysis, Customer Service, Strategic Financial..., Strategic Planning, Small Business, Finance, Selling, Leadership, Business Development, Budgets, Entrepreneurship, Marketing, Long Term Care Insurance, Coaching, Mortgage Banking, Business Planning, Start-ups, Risk Management, Business Strategy, Marketing Strategy, Management, Contract Negotiation, Retirement Planning, Term Life Insurance, Analysis, Training, Fixed Annuities, Team Leadership, Team Building, Mutual Funds, Disability Insurance, Life Insurance, Retirement, Financial Planners, IRAs, Financial Planning
Education
Minnesota State University, Moorhead 1997 — 2000
Bachelor's degree, Marketing/Marketing Management, General
Pinnacle Specialty Capital October 2013 - Present
Facteon January 2007 - October 2013
Riscorp 1996 - 2001
Equifirst 1997 - 1999
Nationsbank 1990 - 1993
NCNB 1986 - 1993
Bank of America 1986 - 1992
Skills
Factoring, Asset Based Lending, Accounts Receivable, Finance, Commercial Lending, Funding, Marketing, Credit Analysis, Business Development, Loans, Banking, Portfolio Management, Working Capital..., Credit, Small Business Lending, Risk Management, Management, Financial Services, Commercial Banking, Credit Risk, Human Resources, Underwriting, Relationship Management, Cash Flow, Corporate Finance, Lines Of Credit, Due Diligence, Financial Risk, Small Business, Mergers & Acquisitions, Commercial Finance, Investments, Financial Analysis, Cash Management, New Business Development, Project Finance, Marketing Communications, Middle Market, Consumer Lending, Private Banking, Retail Banking, Equipment Finance
Education
Queens University of Charlotte
B.A., Business Administration
Wright State University
Baldwin Krystyn Sherman July 2013 - Present
Contactability October 2012 - June 2013
SmartFinancial.com September 2012 - June 2013
Wireless, Verizon Wireless Premium Retailer May 2010 - May 2012
EquiFirst March 2007 - September 2008
NovaStar Financial August 2005 - March 2007
Global Mortgage December 2003 - August 2005
Safelite AutoGlass August 2000 - December 2003
Skills
Selling, Sales Process, Sales, Mortgage Lending, Loans, Training, Cold Calling, Sales Management, Finance, Direct Sales, New Business Development, Executive Management, Mortgage Banking, Loan Origination, Sales Presentations, Customer Service, Strategic Planning, Business Development, Marketing, Negotiation, Account Management, Team Building, Credit, B2B, Sales Operations, Residential Mortgages, Financial Analysis, FHA, Refinance, CRM, Real Estate, Banking, Marketing Strategy, Real Estate Economics, Economics, Business Planning, Econometrics, Economic Development, Economic Policy, Investments, Credit Analysis, Competitive Analysis, Client Relationship..., International Economics, Economic Modeling, Insurance, High Net Worth Insurance, Umbrella Insurance, Risk Analysis, Private Collections
Education
The Ohio State University - The Max M. Fisher College of Business
B.A., Economics
Newark High School
AIG Private Client Group Producer Program
Safeco Insurance Personal Producer Development Program
Airgas March 2014 - Present
Independent Beverage Co August 2001 - March 2014
EquiFirst December 2000 - August 2001
SEI Environmental, Inc. March 1998 - December 2000
Skills
Notary Public, Accounts Receivable, Account Reconciliation, Accounts Payable, Payroll, Variance Analysis, Fixed Assets, Financial Statements
Education
University of North Carolina at Charlotte 2005 — 2007
Master's degree, Accounting
Pfeiffer University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Wells Fargo Home Mortgage June 2014 - Present
Wells Fargo Home Mortgage March 2010 - June 2014
Acopia Capital Group March 2009 - March 2010
EquiFirst March 2007 - March 2009
Ameritrust August 2003 - March 2007
Skills
Mortgage Banking, Credit, Credit Analysis, FHA, Loan Origination, Loans, Mortgage Lending, Mortgage Underwriting, Refinance, Residential Mortgages
Education
UNC Charlotte 2000 — 2003
Bachelor's Degree, History
Financial Partners Credit Union July 2014 - Present
Pacific Realty July 2014 - Present
First Source Solutions October 2008 - July 2014
CashCall, Inc. July 2012 - August 2013
Greenlight Loans April 2012 - July 2012
EquiFirst July 2005 - April 2008
Argent Mortgage October 2003 - June 2005
Skills
Mortgage Lending, Real Estate, Notary, Auto Detailing, Personal Counseling, Interior Design, Home Remodeling, Child Care and...
Education
University of California, Irvine 1997 — 2002
Bachelor's Degree, Criminology, Law, and Society, A+
Keller Williams 2014 - Present
Peoples Home Equity June 2009 - 2014
Franklin First Financial 2002 - 2008
New Freedom Mortgage 2000 - 2002
EquiFirst 1998 - 2000
Affordable Home Equity 1997 - 1998
Skills
FHA, Refinance, Mortgage Banking, Loan Origination, FHA financing, Mortgage Lending, VA loans, USDA, Residential Mortgages, Loans, Certified Mortgage..., Mortgage Underwriting, Reverse Mortgages, Real Estate, Government Loans, Construction Loans, Real Estate Transactions
Education
The University of Tennessee at Chattanooga
Business
Bank of America July 2013 - Present
Bank of America July 2010 - July 2013
EquiFirst August 2005 - April 2009
Skills
Project Management, Management, Project Planning, Capacity Planning, Mortgage Lending, Loan Modifications, Default and Non Default..., Compliance, Analysis, Banking, Business Analysis, Business Process..., Credit, Finance, Financial Analysis, Financial Services, Leadership, Loans, Mortgage Banking, PMP, Process Improvement, Project Portfolio..., Risk Management, SDLC, Vendor Management
Education
University of North Carolina at Greensboro 2001 — 2005
Bachelor of Science (BS), Political Science and Government
goodmortgage.com January 2009 - Present
Citizens Lending Group February 2008 - January 2009
EquiFirst July 2004 - September 2007
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, VA, Mortgage, FHA, Conforming, Conventional, VA loans, Refinance, Mortgage Industry, First Time Home Buyers, Purchase, Banking, Government Loans, Residential Mortgages, FHA financing, Sales, Credit, Investment Properties, Loans, Mortgage Underwriting, USDA, Credit Analysis, VA Loans
Education
University of North Carolina at Charlotte 1993 — 1997
Political Science and Government
ConsumerDirect Mortgage, A Division of FirstBank July 2014 - Present
Wells Fargo Home Mortgage April 2014 - July 2014
Bank of America November 2013 - April 2014
Wells Fargo Home Mortgage November 2012 - November 2013
Bank of America March 2011 - November 2012
Countrywide Home Loans March 2006 - October 2008
Five Star Mortgage June 2002 - March 2006
Equifirst February 2001 - June 2002
Skills
Mortgage Lending, CRM, Sales, Banking, Credit, Loans, Relationship Management, Credit Analysis, Mortgage Banking, Commercial Banking, Portfolio Management, Credit Risk, Risk Management, Financial Services
Education
Middle Tennessee State University
Aetna December 2013 - November 2014
Coventry Health Care May 2012 - November 2014
Deltak June 2008 - December 2010
Museum of Science and Industry August 2007 - March 2008
Safeway June 2004 - August 2007
EquiFirst November 2003 - June 2004
NACCO Materials Handling Group November 2000 - November 2003
Competitive Solutions July 2000 - November 2000
Southern Jet, Inc. March 2000 - June 2000
Center for Creative Leadership March 1999 - March 2000
Skills
Instructional Design, Leadership Development, Change Management, Team Building, Organizational..., Strategic Planning, Coaching, Customer Relations, Program Management, E-learning, Event Planning, Budgeting, Mentoring, Negotiation, Research, Customer Satisfaction, Customer Service, Event Management, Public Speaking, Performance Management, Curriculum Development, Microsoft Office, PowerPoint, Excel, Word, Writing, Problem Solving, Talent Management, Process Improvement, Curriculum Design, Business Strategy, Data Analysis, Certified DDI..., Achieve Global Certified, Training, Strategy, Management, Organizational..., Career Development, Succession Planning, Personnel Management, Onboarding, CRM, Leadership, Employee Engagement, Human Resources, Staff Development, Management Consulting, Organizational Design, MBTI
Education
North Carolina State University 1998 — 2002
M.S., Industrial/Organizational/Vocational Psychology
University of Maryland College Park 1994 — 1998
B.S., Psychology
Oakley April 2012 - November 2013
One Triathlon Gear March 2008 - April 2012
BJJ Sports March 2011 - March 2012
EquiFirst October 2007 - March 2009
New Century March 2005 - September 2007
Unisys July 2002 - March 2005
Xoriant 2001 - 2001
Xpedior 2000 - 2000
Skills
C#, AJAX, Visio, Software Project..., Microsoft SQL Server, php, PHP, magento, SEO, JavaScript, Java, ASP.NET, UML, HTML, CSS, XML, VBScript, MySQL, SQL, MS Office Suite, LPS, VB.NET, ColdFusion, Visual Studio, Eclipse, Google Analytics, SDLC, Web Applications, Software Documentation, Project Management, Business Process
Education
University of California, Berkeley - Walter A. Haas School of Business
BS
University of California, Irvine
BS
UnitedHealthcare July 2013 - Present
UnitedHealthcare August 2011 - July 2013
UnitedHealthcare October 2009 - August 2011
Sirius Solutions December 2007 - November 2008
EquiFirst 2006 - 2007
Accredited Home Lenders 2003 - 2006
Skills
Medicare, Insurance, Health Insurance, Medicare Part D, Healthcare, Sales Presentations, Sales, Medicare Advantage, Underwriting, Strategic Planning, Business Development, Strategic Financial..., Employee Benefits, Process Improvement, Leadership, Managed Care, Management, Marketing Strategy, Recruiting
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
BBA, Finance
Universidad de Sevilla 2001 — 2001
Study Abroad, Spanish Language and Literature
Carrington Mortgage Services, Mortgage Lending Division June 2013 - Present
Mid Island Mortgage Wholesale February 2009 - May 2013
EquiFirst October 2005 - February 2009
New Century 2001 - 2005
Option One Mortgage 1997 - 2001
Skills
Refinance, FHA, Mortgage Lending, Mortgage Banking, Loan Origination, VA loans, Selling, Sales, Credit Analysis, Residential Mortgages, Investments, Investment Properties, Finance, Credit, Loans, FHA financing, Real Estate, USDA, Underwriting, Real Estate Economics, Mortgage Underwriting, REO, Reverse Mortgages, Banking, Residential Homes, Sales Management, Short Sales, Leadership, First Time Home Buyers, Certified Mortgage..., Mortgage Marketing, Construction Loans, Commercial Mortgages, Investors, Real Estate Transactions, Loss Mitigation, Real Estate Financing, Government Loans, Loan Servicing, Home Equity Loans, Wholesale Lending, Funding, Consumer Lending, Commercial Lending, Home Equity Lines of..., Debt Consolidation, Non-Conforming, Small Business Lending, Credit Risk, Mortgage Servicing
Education
Rhode Island College 1989 — 1994
Bucknell University June 2012 - Present
Santander Bank, N.A. July 2010 - March 2011
Regions Financial Corporation July 2007 - February 2010
First NLC March 2006 - October 2006
EquiFirst May 2005 - March 2006
Continental Mortgage & Investment Corp. December 2002 - May 2005
Skills
Marketing Management, Sales Management, Fundraising, Building Relationships, Business Strategy, Account Management, Computer Proficiency, Financial Accounting, Alumni Relations, Annual Fund, Volunteer Management, Event Planning, Annual Giving
Education
University of North Carolina at Greensboro 1997 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Batesville Casket Company August 2012 - Present
Paychex June 2011 - August 2012
Cisco Air Systems November 2010 - June 2011
Bank of America April 2009 - November 2010
EquiFirst August 2004 - January 2009
Saxon Mortgage February 2003 - August 2004
Sprint Nextel March 1999 - February 2003
Enterprise Rent-A-Car February 1995 - February 1999
Skills
Sales Management, Team Building, B2B, Lead Generation, Recruiting, Customer Satisfaction, Time Management, Cold Calling, Employee Benefits, Coaching, Mortgage Lending, Onboarding, Payroll, Salesforce.com, Account Management, Direct Sales, Outsourcing, Sales, Management, Human Resources, CRM, Team Leadership, Marketing, Loans, Sales Presentations, New Business Development, Sales Process, Applicant Tracking..., Training, Negotiation, Underwriting, Leadership, Strategic Planning, Sales Operations, SaaS, Talent Acquisition, Insurance, Solution Selling, Employee Relations, Finance, Customer Retention, Building Relationships, Performance Management, Hiring, Customer Service, Strategic Partnerships, Credit, Contract Negotiation, Business Development, Selling
Education
Sonoma State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
RoundPoint Financial Group July 2014 - Present
RoundPoint Mortgage Comany June 2013 - July 2014
Accenture Credit Services June 2010 - June 2013
JPMorgan Chase March 2009 - January 2010
EquiFirst September 2008 - February 2009
Wachovia Bank February 2006 - August 2008
Wachovia Bank July 2003 - February 2006
Skills
Mortgage Lending, Underwriting, People Skills, Credit, Loans, Portfolio Management, Finance, Analysis, FHA, Management, Training, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Banking
Education
North Carolina State University - College of Management 1999 — 2003
BS, Business Managment
Camber Corporation September 2015 - Present
Coley & Associates March 2014 - September 2015
Wells Fargo Home Mortgage February 2009 - November 2013
Wells Fargo Home Mortgage February 2009 - November 2013
USAA November 2007 - October 2008
EquiFirst September 2005 - July 2007
Wells Fargo Home Mortgage September 2003 - September 2005
Saddle River Tours/SRT Travel February 1998 - March 2003
Skills
E-Learning, Content Writing, Writing, XML, Narrator, Voiceovers, Editing, Adobe Dream Weaver, Script-writing, Instructional Design, Education, Tourism, Mortgage Lending, Funding, Mortgage Underwriting, Training, Customer Satisfaction, mortgage closing, Software Documentation, Cooperative Learning, Subprime, FHA, Closings
Education
Montclair State University 1997 — 2000
Master of Arts (MA), Social Sciences, Graduated with Honors
William Paterson University of New Jersey 1994 — 1997
Bachelor of Arts (BA), History, Graduated with Honors
Money Management Educators March 2011 - Present
Frankfort Martial Arts 1986 - Present
NYLIFE Securities LLC April 2009 - March 2012
Equifirst Corporation (Barclays Capital) 2004 - April 2009
EquiFirst 2004 - 2009
Skills
Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Leadership, Mutual Funds, 401k, Management, Sales, Long Term Care Insurance, Selling, New Business Development, Health Insurance, Securities
Education
Northern Illinois University 1976 — 1980
BS, Business Management
Wells Fargo Home Mortgage June 2015 - Present
Wells Fargo December 2012 - June 2015
Bank of America February 2011 - December 2012
Zenta August 2009 - February 2011
Zenta August 2009 - June 2010
Equifirst October 1997 - August 2009
EquiFirst August 2007 - August 2008
Merrill Lynch Credit Corp 1993 - 1995
Skills
Credit Risk, Mortgage Underwriting, FHA, Mortgage Banking, Mortgage Lending, Loans, VA loans, Leadership, Risk Management, Loan Origination, Underwriting, Relationship Management, Consumer Lending, Credit, Credit Analysis, Refinance, Loan Servicing, Loss Mitigation, Management, USDA, FHA financing, Change Management, Team-oriented, Team Leadership, Real Estate, Mortgage Servicing, Friendly Personality, Banking, Residential Mortgages, VA Loans, FHA Financing
Education
University of North Carolina at Greensboro 1988 — 1993
Bachelor of Science (B.S.), Finance, General
New Penn Financial, LLC July 2013 - January 2015
Indecomm Global Services March 2013 - July 2013
Wyndham Capital Mortgage August 2012 - February 2013
Accenture July 2011 - August 2012
Bank of America October 2010 - March 2011
United Guaranty Corporation May 2009 - September 2010
Wilmington Finance September 2005 - April 2008
EquiFirst January 2002 - September 2005
Skills
Correspondent Banking, Purchase Financing, Refinance, Mortgage Lending, FNMA, FHLMC, USDA, FHA, VA loans, Loss Mitigation, Compliance, Investment Properties, Mortgage Underwriting, Loans, Underwriting, Credit, Mortgage Banking, FHA financing, Credit Analysis, Residential Mortgages, Loan Origination, Banking, Financial Services, Finance, Financial Analysis, Financial Risk, Consumer Lending, Retail Banking, Executive Management, Access, Insurance, Credit Risk, Real Estate, Analysis, Strategic Planning, Portfolio Management, Relationship Management, Customer Service, Funding, Risk Management, Risk Assessment
Education
Patrick Henry Community College 2000 — 2002
AAS, Applied Science/Technical Studies/Legal Assisting
Radford University 1991 — 1993
Biology/Science
Martinsville High School 1987 — 1991
High School, General Studies/Honors
EMC July 2013 - Present
Ally Financial Inc. April 2012 - July 2013
Titanium Holdings, Inc. March 2009 - April 2012
EquiFirst February 2008 - March 2009
Bureau Veritas September 2007 - February 2008
RR Donnelley May 2005 - August 2007
Nyx Interactive Group September 2000 - June 2005
Skills
Enterprise Architecture, System Architecture, Information Architecture, Mobile Technology, Project Portfolio..., Objective-C, Cocoa, .NET, ASP.NET, C#, Web Services, Visual C++, Java, SQL, SSIS, SSRS, MySQL, PostgreSQL, Web Development, Database Management, Project Implementation, Software Development, Software Design, Software Engineering, Software Project..., Software Development..., Information Security..., SharePoint, Aspect, Call Center Development, Microsoft SQL Server, Agile Methodologies, PMP
Education
State University of New York College at Potsdam 2001 — 2005
BA, Computer Science
Project Management Institute
PMP, Project Management
Indecomm Global Services October 2011 - Present
Interactive Financial Corporation April 2009 - January 2010
GDM Group Corp April 2008 - January 2010
Buyers Capital Real Estate June 2008 - October 2008
Capital Real Estate April 2008 - October 2008
Ascella Mortgage, LLC November 2007 - May 2008
Equifirst Corporation February 2006 - September 2007
Equifirst Corporation June 2003 - September 2007
EquiFirst 2003 - 2007
Equifirst Corporation August 2005 - February 2006
Skills
Sales, FHA, Loans, Customer Service, Refinance, Training, Mortgage Lending, Risk Management, Process Improvement, Sales Operations, Underwriting, Insurance, Banking, Hiring, Mortgage Banking, Team Building, Payroll, Management, Financial Analysis, Microsoft Excel, Software Documentation, Credit Analysis, Loan Origination, Funding, Account Management, Finance, Real Estate Transactions, Residential Mortgages, Loan Servicing
Education
Southwestern College (NM)
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo Home Mortgage April 2009 - July 2013
Pulte Mortgage 2008 - 2008
EquiFirst April 2007 - August 2007
Wells Fargo Home Mortgage September 2005 - March 2007
Wells Fargo Home Mortgage December 2002 - September 2005
Skills
Loans, Mortgage Underwriting, Credit Analysis, Short Sales, Mortgage Lending, Loss Mitigation, Refinance, Management, Credit, FHA financing, Mortgage Banking, FHA, Loan Origination, VA loans, Leadership, Banking, Portfolio Management, Residential Mortgages, Underwriting, Customer Service, USDA, Finance, Investments
Education
North Carolina State University - College of Management 1994 — 1999
Bachelor's Degree, Business Management - Finance Concentration
Crane Materials International January 2014 - Present
Crane Materials International January 2012 - Present
Crane Materials International January 2011 - December 2011
Crane Materials International January 2007 - March 2011
EquiFirst March 2004 - January 2007
Beneficial September 2001 - March 2004
WorldCom September 2000 - September 2001
Skills
Sales Management, Contract Negotiation, Account Management, Marketing Strategy, Direct Sales, Sales, Management, Strategy, Inventory Management, Leadership, Training, Strategic Planning, Sales Operations, Cold Calling, Sales Presentations, Sales Process, New Business Development, Salesforce.com, Business Development, B2B, Team Building, Negotiation, Competitive Analysis, Budgets, Product Marketing, Selling, Cross-functional Team..., CRM, Cross Functional..., Marketing, Sales Force Development, Building Materials, Customer Retention, Pricing, Forecasting, Lacrosse, Long Distance Running, Running
Education
Ohio Wesleyan University 1995 — 1999
Bachelors, Sociology
Bridgton Academy 1993 — 1994
Mendham High School 1989 — 1993
Wells Fargo March 2013 - December 2014
Indecomm Global Services August 2010 - March 2013
EquiFirst December 2004 - November 2007
High Achievers Network September 2003 - January 2005
Marriott Vacation Club International February 1996 - November 2001
US Army 1988 - 1991
Skills
Sales, Marketing, Sales Management, Team Building, Coaching, Training, Customer Service, Strategic Planning, Process Improvement, Mortgage Lending, Loans, Risk Management, Program Management, Underwriting, Project Management, Credit, Mortgage Banking, Change Management, Auditing, Financial Services
Education
Stanford University 2015 — 2015
Energy Innovation and Emerging Technologies
University of Illinois at Urbana-Champaign
Bachelor of Science, Psychology
United States Military Academy at West Point 1991 — 1993
Leadership
Cardinal Financial, LP August 2014 - Present
George Mason Mortgage, LLC January 2014 - August 2014
Corridor Mortgage Group July 2012 - October 2013
Option-1 Title & Escrow June 2009 - November 2011
EquiFirst 2004 - 2008
Aames Home Loan 2002 - 2004
Equibanc 2000 - 2002
Wells Fargo Financial 1996 - 2000
Skills
Mortgage Lending, Residential Mortgages, Banking, Sales Management, Investment Properties, Selling, First Time Home Buyers, Sales, Business Development, New Business Development, Leadership, Account Management, Real Estate Financing, Referrals, Finance, Training, Marketing, Management
Education
University of Nevada-Las Vegas 1988 — 1993
BA, Economics
Deephaven Mortgage LLC January 2014 - Present
Avelo Mortgage / Archon Group, A Goldman Sachs Company January 2005 - April 2013
EquiFirst November 1999 - December 2004
Stabilus May 1997 - October 1999
Skills
Employee Relations, Recruiting, Performance Management, Benefits Administration, Mortgage Lending, Talent Management, HRIS, Human Resources, Employee Engagement, Employee Benefits, Applicant Tracking..., Cold Calling, Deferred Compensation, Leadership, Talent Acquisition, Team Building, Customer Service, Hiring
Education
North Carolina State University 1994 — 1998
College of Engineering
TIAA-CREF June 2015 - Present
Carlisle & Gallagher Consulting Group April 2011 - June 2015
Lash Group February 2009 - March 2011
Senderra Funding February 2006 - February 2009
EquiFirst 2004 - February 2006
EquiFirst 2002 - 2004
EquiFirst 2001 - 2002
EquiFirst 2000 - 2001
EquiFirst September 1996 - December 1999
Skills
Software Development..., Project Portfolio..., MS Project, Project Server, Communications..., Vendor Management, Risk Management, Requirements Gathering, Systems Analysis, Training, Business Analysis, Change Management, Scrum, Project Management, PMO, Software Documentation, Microsoft Project, SDLC, Leadership
Education
University of North Carolina at Charlotte 1985 — 1989
BS, Criminal Justice
Quicken Loanks Mortgage Services December 2014 - Present
Quicken Loans June 2012 - Present
Stealth Components June 2010 - June 2012
Wyndham Capital Mortgage April 2009 - April 2010
EquiFirst (a Division of Barclay's Capital) April 2008 - February 2009
EquiFirst December 2006 - April 2008
EquiFirst January 2001 - December 2006
BancSouth 1997 - 1999
Skills
Profit Maximization, New Business Development, Forecasting, Customer Retention, Strategic Planning, Sales Management, Contract Negotiation
Education
University of North Carolina at Charlotte
Business
Patterson Dental November 2010 - Present
Peoples Home Equity September 2009 - January 2010
Residential Home Funding March 2009 - May 2009
EquiFirst July 2008 - February 2009
Freedom Mortgage Corporation September 2007 - April 2008
CIT Group Home Lending March 2002 - September 2007
CIT Group March 2002 - October 2002
The Mortgage Source March 2001 - March 2002
Bath and Body Works March 1995 - March 2001
Skills
Sales, Mortgage Lending, Account Management, Cold Calling, Consulting, Salesforce.com, Sales Management, Start-ups, Sales Presentations, Human Resources, CRM, Coaching, Selling, Management, Contract Negotiation, Negotiation, Business Development, Team Leadership, New Business Development, Customer Service, Customer Retention, Leadership, Time Management, Retail, Sales Operations, Team Building, Direct Sales
Education
University of Cincinnati 1989 — 1994
BA, Sociology
Vandalia Butler High School 1986 — 1989
Harris Bank Account ExecutiveHomecomings Financial2006 - 2008
Countrywide Home Loans January 2004 - October 2006
EquiFirst 2002 - 2004
EquiFirst (Barclays Capital) 2002 - 2004
Education
Morehead State University 1990 — 1994
BBA, Finance/Real Estate
Bank of America August 2005 - January 2008
EquiFirst June 2004 - August 2005
Microsoft April 1997 - December 2003
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, C++, HTML, C, Microsoft SQL Server, Account Management, Social Networking, MS Project, Leadership, Databases, Negotiation, Sales, Risk Management, Team Building, Event Planning, Project Planning, Social Media, Software Documentation, Marketing Strategy, Program Management, Banking, Budgets, SQL, Team Leadership, Management, Training, Project Management, Inventory Management, SharePoint, Business Analysis, Public Speaking, Visio, Marketing, Process Improvement, Strategic Planning, Notary Public
Education
Queens University of Charlotte 1995 — 1999
Master of Business Administration (M.B.A.)
UNC Charlotte 1986 — 1990
Bachelor's degree, Business Administration - Management Information Systems
eMarketing Logic February 2007 - Present
Business Journals Inc (BJI) December 2013 - May 2015
EquiFirst July 2006 - February 2007
Skills
Interactive Marketing, Email Marketing, Digital Marketing, Social Media Marketing, Web Marketing, Marketing, Multi-channel Marketing, Trade Shows, Salesforce.com, Online Marketing, Sales, Lead Generation, Business Development, Integrated Marketing
Education
University of Denver 1999 — 2003
BSBA, Marketing
Property USA, LLC November 2014 - Present
300 Properties, Inc. February 2012 - Present
AllOver Media/MAD Media June 2008 - October 2014
Glacial Energy February 2010 - August 2012
Wilmington Finance December 2006 - April 2008
Argent Mortgage August 2006 - November 2006
Wilmington Finance May 2002 - August 2006
EquiFirst 2001 - 2002
MILA 2000 - 2001
Firstar Bank 1999 - 2000
Skills
Advertising, Small Business, Sales Management, Sales Support, Customer Relations, Customer Service, Account Management, Product Marketing, Marketing Strategy, Management, Direct Marketing, Training, Sales Operations, Outstanding Communicator, Selling, Leadership, Online Advertising, Time Management, Business Development, Sales, Marketing, Start-ups, Coaching, Operations Management, Cold Calling, B2B, Forecasting, Product Development, Sales Process, Direct Sales, New Business Development, Lead Generation, Salesforce.com, CRM, Strategic Planning
Education
Northern Illinois University 1986 — 1988
BS, Finance
Proviso West High School 1974 — 1977
Graduated, General Studies
Mary Jane Kennedy 1965 — 1973
Graduated, General Studies
Keller Williams May 2011 - Present
Wells Fargo 2007 - May 2011
EquiFirst 2004 - 2007
Chicago Title 2003 - 2004
Skills
Loans, Credit Risk, Underwriting, Investments, Credit Analysis, Credit, Mortgage Lending, Risk Management, Portfolio Management, Banking, Real Estate, Referrals, Listings, Residential Mortgages, REO, Foreclosures, First Time Home Buyers, Property
Education
The University of Georgia 2000 — 2004
Masters, Physics
Lear Financial Group LLC. August 2009 - Present
EquiFirst July 2006 - January 2008
Decision One Mortgage December 2005 - July 2006
The CIT Group March 2001 - November 2005
Centex Home Equity May 1998 - March 2001
Skills
Mortgage Lending, FHA, Referrals, Refinance, First Time Home Buyers, Residential Mortgages, USDA, VA loans, Credit Analysis, Selling, Mortgage Marketing, Wholesale Lending, B2B, FHA financing, Real Estate Transactions, Certified Mortgage..., Consumer Lending, Loan Origination, Loans, Real Estate, Mortgage Underwriting, Single Family Homes, Sales Presentations, Finance, Home Equity Loans, Residential Homes, Real Estate Financing, Real Estate Economics, Condos, New Home Sales, Sales, Credit, Home Equity Lines of..., Home Equity, HUD, Commercial Real Estate, Mortgage Brokers, Relocation, Title Insurance, Closings, Real Property, New Home Purchase, Debt Consolidation, Assisting First Time..., Mortgage Banking, Government Loans, Escrow, Second Home, Relationship Management, Fannie Mae
Education
Texas Tech University
Peoples Mortgage February 2013 - Present
Wallick & Volk June 2012 - January 2013
New York Life Insurance Company December 2009 - December 2010
Mackey Law Firm January 2009 - December 2009
EquiFirst January 2005 - September 2008
American One Mortgage 1999 - 2005
HomeGold 1995 - 1998
Education
University of Iowa 1984 — 1988
B.S. Finance, Finance
University of Iowa 1984 — 1988
BA, Finance
Spirit Lake High School 1980 — 1984
HS Diploma
Equifirst June 2004 - Present
EquiFirst July 2002 - June 2004
Cendant Mortgage December 1998 - July 2002
Skills
Mortgage Banking, Sales Management, FHA, Sales, Refinance, Loan Origination, Mortgage Lending, VA loans, New Business Development, Leadership, Credit, Loans, Account Management, Selling, B2B, Management, Residential Mortgages, USDA, FHA financing, Wholesale Lending, Recruiting
Education
Rider University
Liberty Mutual Insurance December 2007 - Present
BNC Mortgage June 2007 - October 2007
First Horizon National Corporation February 2007 - May 2007
Mortgage Lenders Network March 2006 - January 2007
EquiFirst 2002 - 2005
Skills
Underwriting, Accountability, Mortgage Lending, Loans, Sales, Account Management, Customer Service, Sales Management, Marketing, Insurance, Negotiation, Strategic Planning, New Business Development, Business Development, Real Estate, Team Building, Project Management, Budgets, Process Improvement, B2B, Small Business, Finance, Training, Cold Calling, Sales Process, Coaching, Marketing Strategy, Leadership, Banking, Time Management, Employee Benefits, Selling, Property & Casualty..., Networking, Human Resources, Direct Sales, Customer Retention, Salesforce.com, Program Management, Mortgage Banking, Fixed Annuities, Life Insurance, Customer Satisfaction, Management, Term Life Insurance, Sales Presentations, Sales Operations, Disability Insurance, Financial Services, Umbrella Insurance
Education
University of Georgia - Terry College of Business 1996 — 1999
Bachelors in Business Administration, Real Estate & Risk Management
Marist School 1989 — 1996
High School, Economics, History, English
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
AT&T November 2008 - Present
CG Technology January 2007 - September 2008
Banc of America Securities April 2006 - November 2006
Wachovia Securities July 2005 - April 2006
EquiFirst March 2004 - July 2005
Skills
Business Analysis, Vendor Management, Process Improvement, Banking, Relationship Management, Strategic Planning, Project Management, Risk Management, SaaS, SDLC, Business Intelligence, Systems Analysis, Business Planning, Global Client Management, Six Sigma, Enterprise Relationship..., Account Management, Analysis, Analytics, Business Development, Business Process, Business Process..., CRM, Cloud Computing, Credit, Cross-functional Team..., Customer Satisfaction, Data Center, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Executive Management, IT Strategy, Integration, Leadership, Managed Services, Management, Mergers & Acquisitions, Outsourcing, PMO, PMP, Portfolio Management, Product Management, Professional Services, Program Management, Project Portfolio..., Requirements Analysis, Sales Management, Salesforce.com
Education
St. Lawrence University 1994 — 1998
Bachelor of Arts, Government
University of Vermont
Summer Program
Montpelier High School 1990 — 1994
American Heart Association Branch OwnerPremier Mortgage FundingJanuary 2006 - October 2008
Ameritrust Mtg March 2003 - January 2006
Ameritrust Equity Services 2003 - 2005
Equifirst 2001 - 2003
CitiFinancial January 1998 - June 2001
Education
State University of New York College at Buffalo 1993 — 1997
Bachelors of science, Criminal Justice
Abstract Network Services s/c for Exterra Resources 2012 - 2015
Exterra Resources 2007 - 2012
Piper Land Services 2006 - 2007
Century Mortgage Company 1999 - 2006
EquiFirst 1997 - 1999
Heartland Home Finance 1995 - 1997
Northside Cardiology, now The Care Group 1994 - 1995
Wishard Memorial Hospital 1990 - 1992
Skills
Computer Proficiency, WIndows (7-10), Microsoft Office
Education
Southern Adventist University 1988 — 1990
Nursing & Psychology
Flagstar Bank November 2014 - Present
SunTrust Mortgage April 2013 - November 2014
Hendrick Lexus May 2009 - April 2013
Imperial Legal Credit Software & Services June 2008 - May 2009
First Franklin March 2003 - March 2008
EquiFirst 2000 - 2002
Skills
Mortgage Lending, Loans, Sales, Loan Origination, Mortgage Banking, Refinance, Banking, Residential Mortgages, FHA, VA Loans, FHA Financing, USDA
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor's Degree, Criminal Justice/Police Science
Charlotte Christian School 1990 — 1991
American Hotel Register May 2010 - Present
American Hotel Register January 2009 - May 2010
EquiFirst 2005 - 2008
Aegis Mortgage 2003 - 2005
Skills
Cold Calling, Account Management, Sales, Sales Operations, Merchandising, Trade Shows, Selling, Pricing, B2B, Sales Management, Forecasting, New Business Development, Direct Sales, Sales Presentations, Profit, Sales Process, P&L, Customer Satisfaction
Education
Roosevelt University 1999 — 2002
Master of Business Administration (MBA), Marketing
Old Dominion University 1995 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
BSI Financial Services Inc June 2010 - Present
Self Employed May 2008 - September 2010
Aurora Loan Services October 2005 - May 2008
EquiFirst April 2005 - October 2005
GB Home Equity August 1996 - April 2005
Skills
Negotiation, Strategic Planning
Education
University of Nebraska-Lincoln 1986 — 1990
BS, Political Science
LitCap March 2015 - Present
Control Risks February 2011 - December 2014
TrialGraphix/Kroll Ontrack February 2008 - January 2011
EquiFirst 2003 - 2008
Kanaly Trust Company January 2000 - January 2003
Arthur Andersen 1998 - 1999
Skills
Litigation, Litigation Support, Finance, Management, Risk Management, Financial Analysis, Due Diligence, Consulting, Fraud, Investigations, Investigation, Personal Injury..., Computer Forensics, Private Investigations, Risk Assessment, Legal Research, Business Development, Strategy, Security, Leadership, Sales, Compliance, Corporate Governance, Policy, New Business Development, Mergers, Analysis, Contract Negotiation, Negotiation, Corporate Law, Crisis Management, Security Management, Mergers & Acquisitions, Internal Investigations, Risk Analysis, Background Checks, Strategic Planning, Training, Business Continuity, Security Audits, Project Management, Investments, Financial Planning, Management Consulting, Business Strategy, Marketing Strategy, Trials, Commercial Litigation, Marketing
Education
Western New England College School of Law 1995 — 1998
J.D.
The University of Texas at Austin 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
CapTech January 2011 - Present
Meridian Technologies and Staffing Services September 2008 - January 2011
Signature Consultants January 2008 - September 2008
Wachovia Bank July 2007 - November 2007
Time Warner Cable March 2006 - May 2007
EquiFirst 2004 - 2006
SMCI June 2001 - October 2003
Sunbelt Rentals 1995 - 1998
Skills
Talent Acquisition, Technical Recruiting, Full-cycle Recruiting, Recruiting, Contract Recruitment, Talent Management, Sourcing, Interviewing, Hiring, Applicant Tracking..., Onboarding, Human Resources, Information Technology, Process Improvement, Management Consulting, Leadership, Strategy, Interviews, Temporary Placement, Consulting
Education
Slippery Rock University of Pennsylvania
National Oilwell Varco August 2011 - Present
Litton Loan Servicing January 2008 - August 2011
EquiFirst January 2007 - January 2008
Softpath System LLC 2003 - 2007
Kaiser Permanente 2005 - 2006
Skills
Cognos, SQL, ETL, Data Modeling, Data Warehousing, Informatica, Data Warehouse..., Cognos ReportNet, SSIS, Business Intelligence, Erwin, Teradata, Analysis, Dashboard, Enterprise Software, Business Analysis, Oracle, Requirements Analysis, SDLC
Education
Oklahoma State University 2003 — 2004
Masters of Science, Telecommunication and Information Management
University of Mumbai 1999 — 2003
Bachelors of Engineering, Electronics and Communications Engineering
Jamnabai Narsee 1994 — 1997
High School/Secondary Diplomas and Certificates
Bomgar Corporation January 2014 - Present
Bomgar Corporation January 2012 - December 2013
Bomgar Corporation May 2008 - December 2011
EquiFirst May 2006 - May 2008
Skills
Enterprise Software, Salesforce.com, Security, Software Sales, Solution Selling, Sales Management, New Business Development, Selling, Software Industry, Account Management, SaaS, Cloud Computing, Sales, Sales Operations, Leadership, Management, Sales Process, B2B, Start-ups, Team Leadership, Sales Presentations, Strategy, Lead Generation, Direct Sales, Professional Services, Marketing, Channel Partners, Marketing Strategy, CRM, Cold Calling, Sales Enablement, Demand Generation, Go-to-market Strategy, Strategic Partnerships, Managed Services, Business Development, Complex Sales, Product Marketing, Competitive Analysis, Channel Sales, Partner Management, Product Management, Marketing Automation, Pre-sales, Networking, Data Center, Virtualization, Storage, Business Intelligence, Storage Solutions
Education
University of Missouri-Columbia 1994 — 1998
BS, Business
Park University 1992 — 1994
BS, Business
Fifth Third Bank June 2012 - Present
Michigan Mutual February 2012 - June 2012
Champion Window Mfg. March 2009 - October 2011
Harris Bank March 2008 - March 2009
Homecomings Financial September 2006 - March 2009
Countrywide Mortgage Services January 2004 - September 2006
EquiFirst July 2002 - January 2004
Beneficial Financial Group October 1996 - July 2001
Skills
Account Management, Sales Management, Training & Development, FHA, Contract Negotiation, New Business Development, Credit, Loans, Mortgage Lending, Mortgage, Process Improvement, Business Planning, P&L Management, Consultative Selling, Customer Relations, B2B, Customer Service, Negotiation, Hiring, Strategic Planning, Coaching, Problem Solving, Budgeting, Team Building, Word, Microsoft Office, Advertising, Team Leadership, Compliance, Operations Management, Banking, Mentoring, Cold Calling, Territory, P&L, Inventory Management, Financial Reporting, Profit, Forecasting, Selling, Direct Sales, Marketing Strategy, Pricing, Customer Satisfaction, Executive Management, Mortgage Banking, Credit Analysis, Sales Operations, USDA, FHA financing
Education
Morehead State University 1990 — 1994
Bachelor of Business Administration, Finance/Real Estate
New Penn Financial, LLC June 2015 - Present
American Financial Network, Inc. October 2014 - May 2015
Cardinal Financial, LP May 2014 - November 2014
Ameritrust March 2013 - February 2014
Global Services January 2010 - March 2013
Senderra Funding 2005 - 2008
EquiFirst 2000 - 2005
Skills
Sales, Solution Selling, New Business Development, Selling, Sales Operations, Managed Print Services, Team Building, Strategic Planning, Sales Management, Document Management, Account Management, Cold Calling, B2B, Sales Process, Refinance, Marketing, CRM, Salesforce.com, Business Development, Contract Negotiation, Mortgage Lending, Management, Mortgage Banking, FHA, Loan Origination, Direct Sales, Leadership, Credit, Residential Mortgages, USDA, Sales Presentations, P&L
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Management
University of South Carolina-Columbia 1987 — 1991
BS, Management
Delta Dental June 2008 - Present
First Horizon Home Loans April 2007 - June 2008
EquiFirst May 1997 - October 2006
National Mortgage 1994 - 1997
Skills
Underwriting, Sales Management, Account Management, New Business Development, Sales, Insurance, Salesforce.com, Employee Benefits, Sales Operations, Human Resources, Team Building, Training, Selling, Customer Retention, Direct Sales, Leadership, Strategic Planning, Process Improvement, Sales Process, Recruiting, Cold Calling, Sales Presentations, Health Insurance, Customer Satisfaction, Marketing, CRM, Coaching, Management, Business Development, Call Centers, B2B, Contract Negotiation, Customer Service
Education
The University of Memphis 1993 — 1996
MBA
Charlotte, NC Research all legal documents prepared for trading within stock market, replace missing legal opinions, set up new program to track all documents with Basel II requirements worldwide global trading. Credit Risk/Management/Fx/ISDA/CSA knowledge/trading floor and back office/validations of trades, credit ratings AAA to C per company held. Including Structured Producted and Traded Products Group. Ran daily/weekly testing of new Sunguard Adaptiv program for Basel II before live date. Banking crisis in 2008 held off implementation of Basel II as required for all banks.Basel II ParalegalWachovia/Wells Fargo2006 - 2009
EquiFirst March 2003 - August 2006
Skills
Retail Banking, AML, Small Business Lending, Operational Risk, Derivatives, Portfolio Management, ISDA negotiations, Back Office, FX Hedging, Commercial Banking, Corporate Finance, Exchange Traded..., Stock Management, CSA 2010, Basel II, Sunguard, PeopleSoft, Oracle, Legal Research, Legal Compliance, Legal Liability, Investment Banking, Internet Banking, Equity Derivatives, Equitable Distribution, Trust Management, SharePoint, Six Sigma, Banking, Loans, Structured Finance, Mortgage Lending, Credit, Trading
Education
Southern New Hampshire University 2012 — 2013
I'm working on my degree now
Hibriten High School 1985 — 1988
High School Diploma, Geology/Earth Science, General
Wyndham Capital Mortgage January 2010 - Present
GMAC Mortgage September 2008 - December 2009
EquiFirst June 2004 - September 2008
Quail Hollow 2003 - 2005
Quail Hollow Club May 2003 - June 2004
Skills
Mortgage Lending, Mortgage Banking, Sales, Loan Origination, FHA, Refinance, Residential Mortgages, Sales Management, Underwriting, VA Loans, VA loans, Mortgage Underwriting, Loss Mitigation, Loans, FHA financing, Banking
Education
North Carolina State University 1998 — 2003
Brock & Scott PLLC October 2012 - Present
Wells Fargo Home Mortgage December 2009 - October 2012
Law Office of Gregory F. Ward October 2009 - October 2012
1ST NATIONAL BANK OF ARIZONA 2005 - 2006
HOMECOMINGS FINANCIAL 2001 - 2005
CENTEX 1999 - 2000
EQUIFIRST 1997 - 1998
BENEFICIAL 1996 - 1997
AMERICAN GENERAL FINANCE 1994 - 1996
Skills
Mortgage Lending, Real Estate, Loss Mitigation, Negotiation, Due Diligence, Real Property, Problem Solving, Customer Relations, Fraud Investigations, Short Sales, Compliance, Bankruptcy, Mortgage Underwriting, Mortgage Servicing, Title Opinions, Foreclosures, Real Estate Transactions, Title Searches, Portfolio Management
Education
Charlotte School of Law 2006 — 2009
J.D., Real Estate Law
University of North Carolina at Pembroke 1990 — 1993
B.S., Management and Economics
Stonegate Mortgage Corporation (NYSE: SGM) 2009 - Present
Equifirst 2006 - 2009
Centex Home Equity 1999 - 2006
Skills
Mortgage Lending, Loans, Sales, Credit, Underwriting, Mortgage Banking, Loan Origination, Banking, Refinance, Residential Mortgages, Real Estate Financing, Correspondent Lending, Wholesale Lending, Customer Service, Business Development, Sales Management, Pipeline Management
Education
University of Cincinnati
Bachelor of Business Administration (B.B.A.)
The Ohio State University
The Liberty Group May 2014 - Present
The Dating Diaries, LLC April 2014 - Present
Performance Staffing Solutions, Inc. May 2013 - May 2014
STEALTH COMPONENTS February 2011 - May 2013
SocialFlockers Event Company 2010 - 2012
Consumer Source, Inc. October 2008 - February 2011
EquiFirst January 2006 - October 2008
Brown Investment Properties January 1994 - November 2002
Skills
Salesforce.com, Account Management, Sales Management, New Business Development, Sales, Business Development, Logistics, Marketing, Inventory Management, Negotiation, Sourcing, Customer Service, Marketing Strategy, Forecasting, Leadership, Strategic Planning, Market Research, Contract Negotiation, Microsoft Excel, Shipping, Operations Management, Team Leadership, Marketing Communications, B2B, Sales Process, Recruiting, Sales Presentations, Sales Operations, Team Building, Direct Sales, Purchasing, Advertising, Budgets, Selling, CRM, Project Management, Cold Calling, Management, Customer Satisfaction, Customer Retention, Lead Generation, Hiring, Social Networking, Talent Management
Education
University of North Carolina at Greensboro 1990 — 1994
Accounting and Business/Management
Western Guilford High School 1986 — 1990
Deephaven Mortgage LLC April 2015 - Present
BB&T August 2013 - March 2015
RLA Enterprises 2011 - August 2013
Brightgreen Home Loans 2010 - 2011
EquiFirst 2003 - 2009
Household International / HSBC 1989 - 2003
Skills
Mortgage Lending, Process Improvement, Credit, Underwriting, Risk Management, Executive Management, Banking, Loan Origination, Sales Management, New Business Development, Contract Negotiation, Loans, Sales, Team Building, Team Leadership, Mortgage Banking, Business Development, Forecasting, Financial Services, Strategic Planning, Operations Management, Leadership, Finance, Financial Analysis, Vendor Management, Mergers & Acquisitions, Management, Training, Start-ups, Business Strategy, Marketing, P&L Management, Retail
Education
The George Washington University - School of Business 1986 — 1987
MBA, Finance / Investments
Wake Forest University 1979 — 1983
Bachelor of Arts (B.A.)
Bank of America July 2013 - Present
Bank of America April 2010 - July 2013
Transamerica Reinsurance July 2007 - March 2010
EquiFirst June 2005 - July 2007
Skills
Financial Analysis, Risk Management, Process Improvement, Access, Analysis, Banking, Financial Risk, Credit, Credit Analysis, Loans, Portfolio Management, Strategic Financial...
Education
University of North Carolina at Chapel Hill 1999 — 2004
MTAG Services November 2012 - Present
Netsmart Technologies November 2008 - January 2013
EquiFirst February 2006 - October 2008
Bank of America January 2005 - February 2006
Skills
SDLC, Agile Methodologies, Databases, C#, ASP.NET, SQL, Visual Studio, Entity Framework, LINQ, ASP.NET MVC, Microsoft SQL Server, Database Design, IIS, SSRS, Quality Assurance, Testing, Requirements Analysis, Software Project..., Quality Center, Web Applications, Software Documentation, XML, Software Development, Software Quality..., Web Services, Visio, .NET, Scrum, Visual Basic, Software Design, Communication, Leadership, Strategy, User Acceptance Testing, Test Planning, Integration, Agile Project Management, Systems Analysis, HP Quality Center
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
Bachelor of Science (BS), Management Information Systems and Services, 3.972
TIAA-CREF January 2010 - Present
Swisher Hygiene May 2009 - January 2010
EquiFirst August 2005 - February 2009
SCORE! Educational Centers 2003 - 2005
Skills
Email Marketing, Marketing, Advertising, B2B, CRM, New Business Development, Segmentation, Sales, Direct Mail, Leadership, Customer Retention, Budgets
Education
University of North Carolina at Charlotte 2009 — 2012
MBA, Marketing
Wake Forest University 1999 — 2003
BA, English, Communication
Bank of America June 2015 - Present
Press Ganey Associates February 2014 - May 2015
Press Ganey Associates January 2013 - December 2013
Morehead Associates December 2012 - January 2013
Morehead Associates December 2010 - November 2012
UNC Charlotte August 2008 - May 2010
Family Dollar June 2009 - October 2009
Vanguard October 2007 - July 2008
EquiFirst April 2007 - September 2007
EquiFirst June 2005 - April 2007
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Customer Service, Data Analysis, Marketing, Cross-functional Team..., Marketing Strategy, Salesforce.com, Program Management, Project Management, Leadership, CRM, Training, Strategic Planning, Business Analysis, Strategy, Management Consulting, Change Management, Risk Management, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Masters, Business Administration
Union College 1998 — 2002
BA, History
Legend Title Company, Inc June 2014 - Present
Industrial Plating & Machine and Bluefield Gear & Machine June 2012 - May 2014
Settlement Capital Corporation April 2011 - June 2012
Clearwire March 2010 - October 2010
EquiFirst 2007 - 2009
Countrywide Home Loans 2006 - 2006
Sebring Capital 2006 - 2006
Countrywide 2005 - 2005
Countrywide 2003 - 2005
New Century 2003 - 2003
Skills
Mortgage Lending, Loans, Credit, Sales Management, Sales, Strategic Planning, Mortgage Banking, FHA, Underwriting, Account Management, New Business Development, Team Building, Management, Sales Operations, Business Development, Banking, Salesforce.com, Contract Negotiation, Leadership, Marketing, Sales Process, Cross-functional Team..., Recruiting, Start-ups, Customer Satisfaction, Mergers & Acquisitions, Executive Management, Change Management, Analysis, Strategy
Education
Queens University of Charlotte 2008 — 2010
MBA, Business
Virginia Polytechnic Institute and State University 1986 — 1990
BA, Political Science
EquiFirst May 2006 - May 2008
EquiFirst May 2006 - May 2008
SunChase Mortgage Corp June 2001 - May 2006
Bill Heard Cheverlot March 1999 - June 2001
Education
University of Missouri-Rolla 1991 — 1997
Business
EquiFirst 2006 - 2007
Fieldstone Mortgage 2006 - 2006
Aegis Funding Wholesale 2004 - 2006
Wells Fargo Home Mortgage 2000 - 2003
Cote & Casey 1998 - September 2000
Segal, Edelstein, Bussone & Fallon 1996 - 1998
Skills
Account Management, FHA, Mortgage Lending, Customer Service, Refinance, Sales Management, Loans, Leadership, Marketing, Real Estate Law, Loan Closings, Loan Documents, Mortgage Underwriting, Mortgage Processing, Mortgage Closings, Sales, RESPA Guidelines, Strategic Planning, Mortgage Banking
Education
North Shore Community College
AS, Paralegal Studies
Equifirst August 2004 - Present
Education
Santa Clara University
Pitsco Education February 2014 - June 2015
Domtar February 2008 - September 2011
EquiFirst May 1997 - August 2007
Skills
Management, Training, SAP, Project Planning, Account Management, Budgets, Mortgage Lending, Change Management, Negotiation, Sales Management, Six Sigma, Customer Service, SAP, Majiq, Microsoft..., CRM, Manage 2000, ROI Management, SharePoint, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS, Marketing
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS, Industrial Operations Management
Accenture Credit Services June 2011 - Present
Brightgreen Home Loans July 2010 - February 2011
EquiFirst September 2007 - February 2009
NovaStar Mortgage Inc. 2003 - September 2007
Education
Western Carolina University 1983 — 1987
Queens University of Charlotte
MBA, Business
Wells Fargo March 2014 - Present
Wells Fargo Home Mortgage September 2013 - March 2014
ClearVision Funding June 2012 - August 2013
Wells Fargo Securites April 2009 - May 2011
Wells Fargo Securities 2009 - 2010
Wachovia Bank March 2008 - April 2009
Decision One Mortgage 2005 - 2007
Wells Fargo Advisors 2005 - 2005
Wells Fargo 2002 - 2003
EquiFirst 2002 - 2002
Skills
Loans, Underwriting, Credit, Customer Service, Mortgage Lending, Financial Risk
Education
University of North Carolina at Charlotte 1994 — 1997
riverside high school 1994 — 1997
RJL Wealth Management, LLC September 2011 - September 2015
Spotlight Sports October 2009 - September 2011
Major League Lessons October 2008 - September 2011
Topline Capital, LLC October 2007 - December 2008
Lehman Brothers April 2006 - October 2007
EquiFirst February 2005 - April 2006
Major League Baseball April 1995 - July 2001
Skills
Asset Management, Trading, Business Development, Investments, Mortgage Lending, Due Diligence, Coaching, Risk Management, Portfolio Management, New Business Development, Negotiation, Asset Managment, Strategic Planning, Financial Analysis, Wealth Management, Loans
Education
University of Hawaii - Shidler College of Business 1989 — 1992
Accounting
Duke Energy Corporation July 2013 - Present
Strategic Staffing Solutions February 2010 - July 2013
Carlisle & Gallagher Consulting Group August 2006 - March 2010
EquiFirst 2004 - 2006
Compuware 2001 - 2005
Skills
Management Consultant, Project Manager, Strategy Development, SDLC, Business Analysis, Vendor Management, Process Improvement, Program Management, Business Process..., Management Consulting, Project Portfolio..., Change Management, Requirements Analysis, Project Management, Software Project..., Business Process, Integration, Business Intelligence, SharePoint, Visio, Enterprise Architecture, Strategic Planning
Education
Queens University of Charlotte 2006 — 2008
MBA
Tarkio College 1987 — 1988
BA, Biology, Computer Science
Geneva Financial LLC May 2015 - Present
Arizona Department of Financial Institutions September 2013 - May 2015
Bank of America April 2013 - September 2013
Bank of America Home Loans January 2011 - March 2013
Bank of America November 2007 - January 2011
EquiFirst January 2007 - August 2007
Accredited Home Lenders November 2005 - December 2006
Gulfstream Financial Services February 2003 - October 2005
Amerus Home Lending May 2002 - November 2002
Gulfstream Financial Services August 1998 - May 2002
Skills
Mortgage Banking, Loans, Credit Analysis, Credit, Banking, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, FHA, Lines Of Credit, VA loans, FHA financing, Mortgage Underwriting, Loss Mitigation, Relationship Management, Government Loans, Home Equity Loans
Education
Oklahoma State University 1988 — 1992
Jennifer Rohdenburg May 2013 - Present
EquiFirst June 2004 - March 2009
Education
University of California, Irvine 1999 — 2003
BA, Sociology
Montage Companies September 2010 - September 2014
First National Bank of Layton September 2011 - August 2012
Risk Management January 2009 - September 2010
PMC Bancorp November 2007 - January 2009
EquiFirst November 2005 - June 2007
Acoustic Home Loans 2003 - 2005
Indymac Bank October 2001 - June 2003
Aames Home Loan June 1994 - September 2001
Great Western Financial Services 1985 - 1992
Skills
Risk Management, Loss Mitigation, Leadership, Executive Management, Business Development, Training, Management, Loans, Refinance, Underwriting, FHA, Loan Servicing, Sales, Investments, Finance, Real Estate, Residential Mortgages, Mortgage Lending, Credit Risk, Business Strategy, Team Building, Banking, Mortgage Banking, Portfolio Management, Credit, Loan Origination, Credit Analysis, Real Estate Economics
Education
University of California, Irvine - The Paul Merage School of Business 1983 — 1984
MBA, Finance and Accounting, Honors
University of California, Irvine 1981 — 1982
Bachelor's Degree, Economics, Cum Laude
Mt. San Antonio College 1979 — 1981
Associate's Degree
Walnut High School
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
RoundPoint Financial Group March 2014 - Present
First Tennessee Bank August 2009 - March 2014
Wells Fargo Home Mortgage February 2008 - July 2009
Decision One Mortgage July 2000 - December 2007
EquiFirst April 1997 - July 2000
Travelers Bank January 1996 - April 1997
Trident Abstract November 1992 - November 1995
Skills
Loans, Underwriting, Real Estate, Credit, Credit Analysis, Mortgage Banking, Loan Origination, Banking, Credit Risk, Risk Management, Financial Analysis, Residential Mortgages, Mortgage Lending, Consumer Lending, Commercial Mortgages, Mortgage Underwriting, Small Business Lending
Education
Pfeiffer University 2009 — 2012
Master of Business Administration (M.B.A.)
Mount Saint Mary's College 1988 — 1992
Bachelor's Degree, Business and Finance
MINGLE SCHOOL OF REAL ESTATE 2005 — 2006
Appraisals
Bank of America May 2011 - Present
Time Warner Cable February 2008 - May 2011
Bank of America August 2007 - July 2008
EquiFirst 2004 - 2007
Skills
Vendor Management, Process Improvement, SDLC, Project Portfolio..., Business Analysis, Project Management, Program Management, PMO, Software Project..., Change Management, Visio, Risk Management
Education
Ohio Wesleyan University 1991 — 1995
BA, Accounting and Business/Management
JPMorgan Chase & Co. May 2011 - Present
Dish Network January 2010 - May 2011
Drs. Goodman & Partridge, OB/GYN March 2009 - January 2010
Financial Services August 2000 - March 2009
First Magnus Financial February 2008 - August 2008
EquiFirst January 2004 - January 2008
Skills
Sales, Sales Management, Contract Negotiation, Selling, Customer Service, Management, Analysis, Negotiation, Finance, Loans
Education
University of North Carolina at Charlotte 1990 — 1995
Sunbelt Rentals April 2010 - Present
New York Life Insurance Company March 2009 - March 2010
Acopia Capital Group June 2008 - February 2009
Wells Fargo Home Mortgage March 2007 - February 2008
EquiFirst May 2006 - February 2007
CIT September 2001 - May 2006
Sebring Capital July 1997 - July 2001
Consolidated Mortgage February 1991 - July 1997
Skills
Business Development, Account Management, Sales Process, Sales Management, Customer Service, Building Relationships, Direct Sales, Management, Selling, Sales, New Business Development, Leadership, Sales Operations, Contract Negotiation, Salesforce.com, Networking, Training, Time Management, Marketing, Negotiation, Cold Calling, CRM, Solution Selling, Team Building, B2B, Customer Retention, Sales Presentations, Pricing, Customer Satisfaction, Lead Generation, Consultative Selling, Construction, Relationship Building
Education
North Carolina State University 1989 — 1990
Needham Broughton 1986 — 1987
Diploma
Merchant Taylors Crosby 1984 — 1986
O Levels
Richburg Supply Company October 2008 - Present
EquiFirst 2005 - 2008
Wachovia 1994 - 2005
BarclaysAmerican Mortgage August 1991 - March 1994
Skills
Mortgage Banking, Loss Mitigation, Mortgage Lending, Mortgage, Loans, Trading, Executive Management, Team Building, Strategic Planning, New Business Development, Entrepreneur, MIS
Education
University of North Carolina at Wilmington 1988 — 1991
Bachelor of Science (BS), Business Administration and Management, General
EquiFirst Regional ManagerMy Repair ShopFebruary 2002 - March 2004
Sparkhorse February 2000 - January 2002
Education
Northern Illinois University 1976 — 1980
EquiFirst Account ManagerEquifirst Corp.
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Aramark Uniform Services June 2014 - Present
Menards July 2011 - Present
Pinnacle Financial Group, Inc. January 2010 - February 2012
Ricoh Business Systems March 2008 - February 2009
Mortgage Dynamics 2009 - 2009
EquiFirst June 2001 - January 2008
Skills
Mortgage Lending, Sales, Sales Management, Underwriting, Credit, Cold Calling, Account Management
Education
Southeastern Louisiana University 1987 — 1992
EquiFirst July 1999 - August 2007
Education
North Carolina Agricultural and Technical State University 1990 — 1993
Computer Science
Monarch Mortgage November 2014 - Present
On Q Financial Wilmington November 2011 - November 2014
East Carolina Bank June 2009 - July 2010
EquiFirst 2002 - 2008
Skills
FHA, Loans, Refinance, Mortgage Banking, Mortgage Lending, VA loans, Certified Mortgage..., USDA, Residential Homes, Residential Mortgages, FHA financing, Mortgage Underwriting, Loan Origination, Credit, Construction Loans
Education
University of North Carolina at Wilmington
Bank of America September 2014 - Present
Classic Graphics February 2014 - Present
Bank of America February 2013 - February 2014
ADS Financial Services Solutions July 2011 - February 2012
Capital One Auto Finance February 2011 - December 2011
Capital One 2011 - December 2011
Equifirst Corporation February 2011 - May 2011
EquiFirst Corp. (Barclays Capital) 2003 - 2009
Equifirst 2003 - 2009
Equifirst 2003 - 2009
Skills
SDLC, Banking, Visio, Process Improvement, Credit, Mortgage Banking, Loans, Risk Management, Loan Origination, Vendor Management, Underwriting, Project Management, Software Documentation
Education
Carmen High
Mott Community College
Kforce / Saic June 2013 - Present
IntePros Federal October 2012 - July 2013
Delta Solutions February 2012 - December 2012
Apex Systems subcontract for HP March 2011 - December 2011
Oran subcontract for Lockheed Martin May 2010 - March 2011
Professionals in Transition 2010 - 2011
First Citizens Bank December 2008 - February 2009
First Citizens Bank October 2007 - February 2008
Morton Metalcraft 2004 - 2007
EquiFirst 2004 - 2004
Skills
Business Intelligence, Oracle, Cognos, Crystal Reports, Data Warehousing, Powerplay, Query Studio, Transformer, Impromptu, Cognos ReportNet, SDLC, Analysis, Quality Assurance, Integration, SQL, Software Documentation
Education
University of North Carolina at Chapel Hill
BS, Math, Computer Science Option
Equifirst February 2003 - Present
Education
University of North Carolina at Charlotte 1996 — 2000
Red Hills Holdings, LLC August 2007 - Present
Red Hills Funding, LLC August 2007 - January 2009
Credit Suisse 2003 - 2008
EquiFirst 1998 - 2001
Skills
Capital Markets
Education
State University of New York College at Buffalo 1989 — 1991
Wells Fargo June 2008 - Present
Verizon Business November 1999 - January 2007
EquiFirst March 1997 - October 1999
Education
University of North Carolina at Wilmington 1992 — 1996
BS, Accounting
State Farm Insurance December 2008 - Present
EquiFirst 2006 - 2008
Education
University of Nebraska-Lincoln 1998 — 2005
B.A, Communications
JPMorgan Chase September 2009 - Present
LIME Financial Services, Ltd. (Credit Suisse) October 2005 - September 2008
LIME Financial Services, Ltd., a Credit Suisse company 2005 - 2008
EquiFirst November 1995 - October 2005
EquiFirst (Barclays Capital) 1995 - 2005
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Underwriting, Credit, FHA, Banking, Refinance, Risk Management, Credit Analysis, Loans
Education
University of North Carolina at Charlotte 1984 — 1986
B.A., Business Adminstration/Finance
Wells Fargo Home Mortgage July 2010 - Present
Freedom Financial Solutions, LLC September 2009 - September 2010
Wyndham Capital Mortgage April 2009 - August 2009
EquiFirst November 2008 - February 2009
JP Morgan Chase January 2006 - August 2008
Skills
Refinance, Mortgage Lending, Loans, Investment Properties, Finance, Property, Loan Origination, Mortgage Banking, FHA, Credit, Residential Mortgages, VA loans, Credit Analysis, USDA, FHA financing, Banking, Underwriting, Consumer Lending, Investments
Education
North Carolina State University 1982 — 1985
Math, Computer Science
Bank of America June 2009 - Present
EquiFirst April 2004 - May 2009
Skills
Loans, Underwriting, Credit, Financial Risk, Management, Customer Service, Mortgage Lending, Mortgage Banking, Credit Analysis, Credit Risk, Residential Mortgages, Mortgage Underwriting, Team Leadership, Leadership Development, Loan Origination, Risk Management, FHA
Education
University of Georgia - Terry College of Business 1998 — 2003
BBA, Finance
RoundPoint Mortgage Servicing Corporation July 2008 - Present
EquiFirst February 1996 - August 2007
Norwest Mortgage 1991 - 1995
Skills
Underwriting, Loans, Forecasting, Loan Origination, Mortgage Banking, Mortgage Underwriting, Mortgage Servicing, Portfolio Management, Process Improvement, Financial Services, Training, Retail Banking, Customer Service, Sales, Cross Selling, Access, Outlook, Relationship Management, Refinance, Credit Analysis, Funding, Team Building, Default, USDA
Education
Seminole State College of Florida 1986 — 1987
Business
First Equity Mortgage, LLC August 2015 - Present
St. Cloud Mortgage, Inc May 2015 - August 2015
Wells Fargo Home Mortgage February 2014 - May 2015
Edina Realty Mortgage May 2013 - February 2014
Wells Fargo Home Mortgage November 2009 - May 2013
EquiFirst 2008 - 2009
American Mortgage Corp 2006 - 2008
Skills
FHA, Mortgage Lending, Refinance, Credit, Customer Service, First Time Home Buyers, Investment Properties, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, Sales, USDA, Real Estate, Short Sales
Education
North Hennepin Community College
Business
K&L Gates June 2015 - Present
Legal & General Investment Management America February 2011 - May 2015
Legal & General Investment Management America March 2009 - May 2011
Grosvenor Capital Management March 2008 - October 2008
MF Global November 2006 - January 2008
EquiFirst March 2006 - October 2006
Pella Window and Door September 2004 - March 2006
Pella Window and Door 2002 - 2004
Pella Window and Door March 2001 - March 2002
Skills
Event Planning, Marketing, Public Speaking, Marketing Communications, Microsoft Excel
Education
Northwestern University 2012 — 2013
Post-Baccalaureate Certificate, Finance, General
University of North Carolina at Greensboro 1996 — 2000
B.A., Religious Studies, Psychology
Time Warner Cable July 2010 - Present
Cogentrix Energy, LLC 2009 - 2010
EquiFirst 2005 - 2009
Carolinas Healthcare System 2001 - 2005
KPMG, LLP 2000 - 2001
Skills
CPA, Accounting, Variance Analysis, Financial Reporting, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Financial Analysis, Internal Controls
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS, Accounting, GPA 3.88 - Magna Cum Laude
American Security Mortgage December 2004 - Present
EquiFirst June 2002 - November 2004
Skills
Finance, Financial Analysis, Consulting, Business Analysis, Process Improvement, Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1996
BS, International Business, Finance
EquiFirst January 2004 - June 2009
Somerset Medical Center 2001 - 2003
Ralph Whitehead & Associates 1998 - 2001
Education
University of North Carolina at Charlotte 1994 — 1998
BS, Accounting
Barclays Capital March 2007 - Present
EquiFirst May 2001 - Present
NeoModal January 2001 - April 2001
PricewaterhouseCoopers September 1997 - December 2000
Education
University of Florida - Warrington College of Business Administration 1992 — 1997
MAcc, Accounting
Canandaigua National Bank June 2015 - Present
First Niagara July 2014 - May 2015
Wells Fargo Home Mortgage March 2009 - June 2014
EquiFirst December 2003 - March 2009
Skills
FHA, FHA financing, Loans, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Refinance
Education
State University of New York College at Oswego 1990 — 1994
BS, Business Administration
Equifirst 2003 - 2009
Skills
Mortgage Lending, Credit, Loans, Loan Origination, Banking
Education
North Carolina Agricultural and Technical State University 1986 — 1991
Business Administration
Wells Fargo Home Mortgage July 2010 - Present
EquiFirst 2004 - 2010
Self Employed 2002 - 2004
Skills
Sales, Sales Management, Retail, Account Management, Customer Service, New Business Development, B2B, Marketing, Marketing Strategy, Advertising, Direct Sales, Sales Process, Trade Shows, Sales Operations, Cold Calling, Merchandising, Digital Printing, Selling, Microsoft Office, Customer Satisfaction
Education
University of Minnesota Duluth 1995 — 1998
Bachelor's degree, Criminology
Wells Fargo November 2009 - Present
Wachovia, A Wells Fargo Company May 2008 - December 2009
EquiFirst April 2004 - August 2007
Bank of America September 2003 - April 2004
Wachovia, A Wells Fargo Company August 2001 - September 2003
Skills
Project Management, Forecasting, Access, Finance, Marketing, Loans, Sales, Mortgage Lending, Valuation, Microsoft Excel, Pricing, Due Diligence, Financial Risk, Integration, Product Development, Sales Management, Financial Analysis
Education
University of North Carolina at Charlotte 1991 — 1995
BSBA, Finance
Allstate September 2014 - Present
Nationwide Insurance September 2013 - September 2014
Nationwide Insurance May 2010 - August 2013
C2 Advisors LLC April 2009 - February 2010
EquiFirst January 2006 - March 2009
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Liability, Casualty, Commercial Lines, Workers Compensation, Risk Management, Legal Liability, Umbrella Insurance, Professional Liability, Analysis, Project Management, Inland Marine
Education
University of North Carolina at Charlotte 2001 — 2005
Bachelor, Political Science
The Scotts Miracle-Gro Company December 2013 - Present
Set The Pace, LLC April 2013 - December 2013
UltraGreen LLC February 2012 - March 2013
TruGreen June 2009 - February 2012
JPMorgan Chase March 2007 - October 2008
Equifirst March 2006 - February 2007
Skills
Marketing, Management, Sales Management, Strategic Planning, Customer Retention, Business Development, Finance, Sales Process, Training, Customer Service, B2B, Sales Operations, Customer Satisfaction, Start-ups
Education
Ohio Northern University 1997 — 2001
Bachelor of Science (BS), Marketing/Marketing Management, General
Sebonic Financial June 2013 - Present
Park Sterling Bank January 2012 - May 2013
Bank of America March 2009 - December 2011
EquiFirst September 2001 - February 2009
Ameribank October 1998 - July 2001
Cityscape 1995 - 1998
Skills
Mortgage Banking, Financial Analysis, Direct Sales, Publishing, Conventional, Loans, Portfolio Management, Mortgage Lending, FHA, Credit Risk, Refinance
Education
Sacred Heart University 1985 — 1989
MBA, Finance
Providence College 1977 — 1981
Bachelor of Science, Marketing
Bisk Education November 2009 - Present
Ceridian December 2008 - August 2009
Equifirst April 2007 - September 2008
Fremont Investment & Lona February 2004 - March 2007
The Mortgage Warehouse, LLC 2002 - 2003
Education
St. Lawrence University 1989 — 1993
BA, Economics
Momentum Technologies December 2009 - Present
Paychex March 2012 - June 2013
Integra Telecom September 2009 - May 2011
Monitronics International Dealers May 2007 - September 2009
EquiFirst June 2004 - March 2007
Professional Lending Group 2003 - 2004
MLSG Home Loans 2002 - 2003
Toshiba Business Solutions 2002 - 2002
Circuit City 1998 - 2000
Sexton Painting Company 1998 - 2000
Skills
New Business Development, Cold Calling, Account Management, B2B, Leadership, Sales Management, Sales Process, Salesforce.com, Direct Sales, Telemarketing, Sales Rep Training, Telecommunications, Alarm Systems, Closing Abilities, Closing Contracts, Closings, Negotiation, Contract Negotiation, Strategic Negotiations, Purchasing Negotiation, Training, Sales, Selling, Sales Operations, Solution Selling, Sales Presentations, Networking, Recruiting, Team Leadership, Team Building, Human Resources, Business Analysis
Education
Sandler Sales Institute 2003 — 2003
Certification, Transactional Analysis and Sales Priciples, Finished to of class. #1 out of 40
Truckee Meadows Community College 1996 — 1998
Business/Commerce, General
Wells Fargo Capital Finance March 2013 - August 2013
Bank of America February 2012 - March 2013
Premier, Inc January 2008 - August 2011
EquiFirst 2004 - 2007
Skills
Quality Assurance, Visio, Testing, Process Improvement, Regression Testing, System Testing, Test Automation, Team Foundation Server, Microsoft Office, SQL Server Management..., MicroStrategy Reporting, Netezza, Databases, Team Management, Document Management, Business Intelligence
Education
Roosevelt University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Fireman's Fund Insurance Company July 2006 - Present
EquiFirst March 2004 - May 2006
Equiflor Corporation March 2003 - January 2004
Phelps Dodge July 2001 - March 2003
Illuminations January 2001 - June 2001
Terry E. Krieg, CPA September 1998 - January 2001
Gardeners' Guild, Inc February 1997 - August 1998
Skills
Management, Accounting, Finance, Analysis, Process Improvement
Education
Sonoma State University 1991 — 1995
Bachelor of Science (BS), Accounting and Business/Management
Movement Mortgage, LLC December 2013 - Present
Accenture Credit Services September 2011 - September 2013
Brightgreen Home Loans October 2010 - April 2011
Brightgreen Home Loans, Inc July 2010 - October 2010
Brightgreen Home Loans, Inc July 2009 - July 2010
EquiFirst September 2008 - May 2009
EquiFirst June 2006 - August 2008
EquiFirst November 2005 - June 2006
EquiFirst September 2004 - October 2005
Skills
Underwriting, Loans
Education
University of Cincinnati 1998 — 2003
BA, Marketing and Management
University of Cincinnati College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Wells Fargo December 2013 - Present
Wells Fargo November 2005 - December 2013
MassBytes Technology Solutions, Inc. January 2005 - November 2005
Profit Technologies Corporation February 2004 - February 2005
Wells Fargo (formerly Wachovia) 2002 - February 2004
Wells Fargo (formerly Wachovia) 2000 - 2002
Bank of America 1999 - 2000
EquiFirst 1999 - 1999
First Union Capital Markets 1998 - 1999
Premier, Inc 1996 - 1998
Skills
SDLC, Business Analysis, Management, SQL, Requirements Analysis, Visio, Requirements Gathering, Microsoft SQL Server, Unix, Agile Methodologies
Education
University of North Carolina at Charlotte
Dick's Sporting Goods July 2008 - October 2010
Convergys CMG - OnStar Business Unit November 2003 - November 2007
Burger King d/b/a Ameriking August 2002 - November 2003
McDonald's Corporation December 2000 - August 2002
EquiFirst January 2000 - December 2000
Compass Group North American Division March 1995 - December 1999
Skills
Human Resources, Employee Relations, Employee Benefits, Employee Handbooks, EEO Investigations, EEO/AA Compliance, Recruiting, Employee Training, FMLA
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
Bachelor of Science, Management
Bank of America March 2015 - Present
Bank of America July 2014 - March 2015
Bank of America October 2012 - July 2014
Bank of America July 2011 - October 2012
Bank of America June 2009 - July 2011
Wachovia Corporation March 2009 - June 2009
EquiFirst August 2005 - June 2009
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Refinance, Residential Mortgages, Credit Analysis, Relationship Management, Customer Service, Credit Risk, Microsoft Excel, Microsoft Office, Microsoft Word, Salesforce.com, Outlook, Loan Servicing, Banking, Risk Management, Process Improvement, Team Building
Education
Usc Sumter 2012 — 2013
Certificate, Web Development
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Bank of America Business Capital January 2011 - Present
Bright Green Home Loans, Inc. August 2010 - January 2011
Wyndham Capital Mortgage October 2009 - July 2010
EquiFirst 1997 - 2009
EquiFirst 1997 - 2009
EquiFirst 1997 - 2009
Skills
Mortgage Banking, Banking, Credit Analysis, Residential Mortgages, Mortgage Lending, Loans, Risk Management, Refinance, Customer Service, Underwriting
Education
Strayer University
University of South Carolina-Columbia
Marketing
Allergan October 2014 - Present
Allergan February 2013 - October 2014
Medicis July 2009 - January 2013
EquiFirst January 2004 - February 2009
Skills
Dermatology, Medical Devices, Pharmaceutical Industry, Pharmaceutical Sales, Sales, Product Launch, Sales Effectiveness
Education
University of Kentucky 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
SunTrust April 2012 - November 2013
Wells Fargo Home Mortgage April 2011 - April 2012
E*TRADE Financial Corporation October 2008 - May 2010
EquiFirst May 2006 - August 2008
Skills
Banking, Customer Service, Management, Sales, Mortgage Lending, Leadership, Training, Loans, Finance, Closer, Success Driven, Mortgage Industry
Education
University of North Carolina at Charlotte 2004 — 2005
Medical Assistant, Medical
York Technical College 1997 — 2000
Accounting and Business/Management
Saluda High School 1994 — 1997
Diploma