EquiPoint Financial Network
Industry: Company
DescriptionFounded: 1990 Parent organization: LTC Global, Inc.
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EquiPoint Financial Network Employees
Employee
Years
Job
Industry
Ronald Oliveira Ronald Oliveira's EquiPoint Financial Network Experience July 2002 - December 2007
Job President at Avidbank
Industry Banking
Experience
Avidbank September 2013 - Present
Avidbank October 2012 - September 2013
Heritage Oaks Bank August 2010 - 2012
Heritage Oaks Bank July 2009 - September 2010
Rabobank December 2008 - July 2009
Independent Bank Consultants Co-op (IBCC) January 2008 - December 2008
Equipoint Financial Network July 2002 - December 2007
Union Bank of California June 1996 - June 2002
Bank of California June 1981 - June 1996
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Mortgage Banking, Relationship Management, Asset Based Lending, Capital Markets, Executive Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Retail Banking, Mortgage Lending, Credit Risk, Risk Management, Construction Loans, Structured Finance, SBA, Residential Mortgages, Process Improvement, Financial Analysis, Branch Management, Commercial Lending, Loan Origination, Cash Management, Small Business Lending, Consumer Lending, Financial Structuring, Refinance, Internet Banking, Loan Servicing, Customer Service, Finance, Private Banking, Financial Services, Investments, Funding, Due Diligence, Corporate Finance, Underwriting, Lines Of Credit, Commercial Mortgages, Treasury Management, Financial Institutions, Financial Risk
Education
Pacific Coast Banking School 1993 — 1996
Agribusiness
California State University-Fresno 1978 — 1981
Bachelor of Arts
Avidbank September 2013 - Present
Avidbank October 2012 - September 2013
Heritage Oaks Bank August 2010 - 2012
Heritage Oaks Bank July 2009 - September 2010
Rabobank December 2008 - July 2009
Independent Bank Consultants Co-op (IBCC) January 2008 - December 2008
Equipoint Financial Network July 2002 - December 2007
Union Bank of California June 1996 - June 2002
Bank of California June 1981 - June 1996
Skills
Loans, Credit, Commercial Banking, Banking, Credit Analysis, Mortgage Banking, Relationship Management, Asset Based Lending, Capital Markets, Executive Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Retail Banking, Mortgage Lending, Credit Risk, Risk Management, Construction Loans, Structured Finance, SBA, Residential Mortgages, Process Improvement, Financial Analysis, Branch Management, Commercial Lending, Loan Origination, Cash Management, Small Business Lending, Consumer Lending, Financial Structuring, Refinance, Internet Banking, Loan Servicing, Customer Service, Finance, Private Banking, Financial Services, Investments, Funding, Due Diligence, Corporate Finance, Underwriting, Lines Of Credit, Commercial Mortgages, Treasury Management, Financial Institutions, Financial Risk
Education
Pacific Coast Banking School 1993 — 1996
Agribusiness
California State University-Fresno 1978 — 1981
Bachelor of Arts
Araceli Malakowsky Araceli Malakowsky's EquiPoint Financial Network Experience August 2006 - May 2007
Job Secretary I at Madison Campus Elementary
Industry Education Management
Experience
Madison Campus Elementary December 2012 - Present
Madison #1 February 2010 - December 2012
Madison School District June 2012 - July 2012
Madison Camelview/ Madison Park August 2009 - January 2010
Computek Financial Services September 2007 - August 2009
Deer Valley School District June 2007 - September 2007
Equipoint Financial Network August 2006 - May 2007
Deer Valley School District September 2005 - December 2005
Skills
Bilingual Proficiency, Customer Experience, Records Management, Microsoft Technologies, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Budgets, Public Speaking, Strategic Planning
Education
Arizona State University 2002 — 2012
Bachelor of Interdisciplinary Studies, Business and Spanish, 2.63
Glendale Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Madison Campus Elementary December 2012 - Present
Madison #1 February 2010 - December 2012
Madison School District June 2012 - July 2012
Madison Camelview/ Madison Park August 2009 - January 2010
Computek Financial Services September 2007 - August 2009
Deer Valley School District June 2007 - September 2007
Equipoint Financial Network August 2006 - May 2007
Deer Valley School District September 2005 - December 2005
Skills
Bilingual Proficiency, Customer Experience, Records Management, Microsoft Technologies, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Budgets, Public Speaking, Strategic Planning
Education
Arizona State University 2002 — 2012
Bachelor of Interdisciplinary Studies, Business and Spanish, 2.63
Glendale Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Jeff Foody MLO-253303 Jeff Foody MLO-253303's EquiPoint Financial Network Experience January 2007 - April 2011
Job President of Reverse Mortgage Lending/ Reverse Mortgage Expert
Industry Financial Services
Experience
Pacific Residential Mortgage: NMLS 1477/ WA CL 1477 June 2011 - Present
Reverse Mortgage USA April 2011 - June 2011
Curtlyn Financial LLC April 2008 - April 2011
EquiPoint Financial Network January 2007 - April 2011
Morgan Financial February 2008 - August 2008
TrueCompass Lending December 2007 - March 2008
Home Capital Funding March 2006 - December 2006
Senior Freedom Corp December 2005 - March 2006
Carteret Mortgage August 2005 - December 2005
Reverse Mortgage One December 2004 - August 2005
Skills
Mortgage Lending, Refinance, Loan Origination, FHA, Loans, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, FHA financing, Banking, Residential Homes, Reverse Mortgages, Finance, Sales
Education
Brigham Young University - Idaho 2013 — 2015
Utah Valley University 2000 — 2002
Pacific Residential Mortgage: NMLS 1477/ WA CL 1477 June 2011 - Present
Reverse Mortgage USA April 2011 - June 2011
Curtlyn Financial LLC April 2008 - April 2011
EquiPoint Financial Network January 2007 - April 2011
Morgan Financial February 2008 - August 2008
TrueCompass Lending December 2007 - March 2008
Home Capital Funding March 2006 - December 2006
Senior Freedom Corp December 2005 - March 2006
Carteret Mortgage August 2005 - December 2005
Reverse Mortgage One December 2004 - August 2005
Skills
Mortgage Lending, Refinance, Loan Origination, FHA, Loans, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, FHA financing, Banking, Residential Homes, Reverse Mortgages, Finance, Sales
Education
Brigham Young University - Idaho 2013 — 2015
Utah Valley University 2000 — 2002
Doug Brendel Doug Brendel's EquiPoint Financial Network Experience 2007 - 2008
Job Executive Vice President at BNC National Bank
Industry Banking
Experience
BNC National Bank May 2008 - Present
EquiPoint Financial Network 2007 - 2008
McDonald's Corporation 1985 - 1996
McDonald's Corporation 1985 - 1996
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, VA loans, USDA, Residential Mortgages, FHA, Loans, Process Improvement, Refinance
Education
University of Central Missouri 1987 — 1991
BNC National Bank May 2008 - Present
EquiPoint Financial Network 2007 - 2008
McDonald's Corporation 1985 - 1996
McDonald's Corporation 1985 - 1996
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, VA loans, USDA, Residential Mortgages, FHA, Loans, Process Improvement, Refinance
Education
University of Central Missouri 1987 — 1991
Scott Ferrin, SHRM-SCP, PMP, ITIL Scott Ferrin, SHRM-SCP, PMP, ITIL's EquiPoint Financial Network Experience March 2003 - June 2008
Job Field Service Director at Society for Human Resource Management (SHRM)
Industry Human Resources
Experience
SHRM August 2010 - Present
Freeport-McMoRan Copper & Gold June 2008 - September 2010
EquiPoint Financial Network March 2003 - June 2008
Cultural Experiences Abroad (CEA) August 2004 - March 2006
University of Phoenix October 2003 - August 2004
University of Phoenix July 2001 - October 2003
Farmers Insurance April 1994 - July 2001
Skills
Workforce Planning, Employee Relations, Change Management, Metrics, Business Development, Ethics, Project Management, Strategy Formulation, Educational Management, Personnel Management, Internal Communications, Onboarding, HRIS, Performance Management, Recruiting, Succession Planning, Organizational..., Talent Management, Human Resources, Employee Engagement, Labor Relations, Benefits Administration, Employer Branding, Leadership, Temporary Placement, Deferred Compensation, Strategy, Employee Training, Management, Training, Strategic Planning, Sourcing, Hiring, New Hire Orientations, Employee Benefits, Applicant Tracking..., Team Building, Talent Acquisition, Coaching, Leadership Development, HR Policies, Program Management, Conflict Resolution, Organizational..., College Recruiting, Job Descriptions, HR Consulting, Career Development, Employment Law
Education
University of Phoenix 2001 — 2003
MBA, Business Management
Weber State University 1988 — 1994
BA, Business Management and Finance
SHRM August 2010 - Present
Freeport-McMoRan Copper & Gold June 2008 - September 2010
EquiPoint Financial Network March 2003 - June 2008
Cultural Experiences Abroad (CEA) August 2004 - March 2006
University of Phoenix October 2003 - August 2004
University of Phoenix July 2001 - October 2003
Farmers Insurance April 1994 - July 2001
Skills
Workforce Planning, Employee Relations, Change Management, Metrics, Business Development, Ethics, Project Management, Strategy Formulation, Educational Management, Personnel Management, Internal Communications, Onboarding, HRIS, Performance Management, Recruiting, Succession Planning, Organizational..., Talent Management, Human Resources, Employee Engagement, Labor Relations, Benefits Administration, Employer Branding, Leadership, Temporary Placement, Deferred Compensation, Strategy, Employee Training, Management, Training, Strategic Planning, Sourcing, Hiring, New Hire Orientations, Employee Benefits, Applicant Tracking..., Team Building, Talent Acquisition, Coaching, Leadership Development, HR Policies, Program Management, Conflict Resolution, Organizational..., College Recruiting, Job Descriptions, HR Consulting, Career Development, Employment Law
Education
University of Phoenix 2001 — 2003
MBA, Business Management
Weber State University 1988 — 1994
BA, Business Management and Finance
Todd Toman's EquiPoint Financial Network Experience March 2005 - June 2008
Job Branch Manager at Gateway Mortgage Group, LLC
Industry Real Estate
Experience
Gateway Mortgage Group, LLC May 2014 - Present
Gateway Mortgage Group May 2014 - December 2014
Caliber Home Loans November 2013 - May 2014
FirstTrust Financial, LLC dba Your Mortgage Broker February 2009 - November 2013
NCO Financial Group February 2008 - March 2009
EquiPoint Financial Network March 2005 - June 2008
Ameriquest Mortgage Co February 2003 - February 2005
Phoenix Eng. & Surveying January 2000 - January 2004
2003 - 2003Register Receipt Advertising January 2003 - December 2003
LTD2 Engineering & Surveying January 1997 - January 2000
Skills
Mortgage, Residential, Customer Service, FHA, Loans, VA, Mortgage Lending, Refinance, Purchase, Real Estate, First Time Home Buyers, Home, Credit, Short Sales, Investment Properties, Sales Management, Conventional, Referrals, Customer Relations, REO, USDA, Mortgage Banking, Loan Origination, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, VA loans, HUD, Residential Homes, VA Loans
Education
MidAmerica Nazarene University 1997 — 1998
BA, Management and Human Relations
Gateway Mortgage Group, LLC May 2014 - Present
Gateway Mortgage Group May 2014 - December 2014
Caliber Home Loans November 2013 - May 2014
FirstTrust Financial, LLC dba Your Mortgage Broker February 2009 - November 2013
NCO Financial Group February 2008 - March 2009
EquiPoint Financial Network March 2005 - June 2008
Ameriquest Mortgage Co February 2003 - February 2005
Phoenix Eng. & Surveying January 2000 - January 2004
2003 - 2003Register Receipt Advertising January 2003 - December 2003
LTD2 Engineering & Surveying January 1997 - January 2000
Skills
Mortgage, Residential, Customer Service, FHA, Loans, VA, Mortgage Lending, Refinance, Purchase, Real Estate, First Time Home Buyers, Home, Credit, Short Sales, Investment Properties, Sales Management, Conventional, Referrals, Customer Relations, REO, USDA, Mortgage Banking, Loan Origination, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, VA loans, HUD, Residential Homes, VA Loans
Education
MidAmerica Nazarene University 1997 — 1998
BA, Management and Human Relations
Brian J. Pierce, Jr. Brian J. Pierce, Jr.'s EquiPoint Financial Network Experience November 2006 - December 2007
Job Solar & Alternative Energy Contractor
Industry Environmental Services
Experience
Energy Saving Pros May 2009 - Present
TrueCompass Lending Corporation December 2007 - December 2014
Under Equity LLC July 2007 - December 2013
SBA Business Leaders / Southwest Capital Solutions April 2009 - November 2010
EquiPoint Financial Network November 2006 - December 2007
Home Capital Funding October 2001 - November 2006
Skills
Mortgage Lending, FHA, Investments, Loans, Real Estate, Competitive Analysis, Recruiting, Business Development, Investment Properties, Refinance, Marketing, Finance, Banking, Leadership, Management, Team Building, Executive Management, Sales, Residential Homes, Start-ups, Small Business, REO, Loan Origination, Business Planning, Program Management, Training, Analysis, Real Estate Economics, Strategic Planning, Reverse Mortgages, Entrepreneurship, Negotiation, Selling, Strategy, Process Improvement, Short Sales, Commercial Real Estate, Underwriting, Funding, Foreclosures
Education
Southern Utah University 2001 — 2002
MBA, MBA
Southern Utah University 1999 — 2001
BS, Finance, BS
Brigham Young University - Idaho 1998 — 2000
Associates, Business
Energy Saving Pros May 2009 - Present
TrueCompass Lending Corporation December 2007 - December 2014
Under Equity LLC July 2007 - December 2013
SBA Business Leaders / Southwest Capital Solutions April 2009 - November 2010
EquiPoint Financial Network November 2006 - December 2007
Home Capital Funding October 2001 - November 2006
Skills
Mortgage Lending, FHA, Investments, Loans, Real Estate, Competitive Analysis, Recruiting, Business Development, Investment Properties, Refinance, Marketing, Finance, Banking, Leadership, Management, Team Building, Executive Management, Sales, Residential Homes, Start-ups, Small Business, REO, Loan Origination, Business Planning, Program Management, Training, Analysis, Real Estate Economics, Strategic Planning, Reverse Mortgages, Entrepreneurship, Negotiation, Selling, Strategy, Process Improvement, Short Sales, Commercial Real Estate, Underwriting, Funding, Foreclosures
Education
Southern Utah University 2001 — 2002
MBA, MBA
Southern Utah University 1999 — 2001
BS, Finance, BS
Brigham Young University - Idaho 1998 — 2000
Associates, Business
Seth Schmedemann's EquiPoint Financial Network Experience November 2006 - August 2007
Job at OregonTransfer Co
Industry Logistics and Supply Chain
Experience
OregonTransfer Co February 2009 - Present
Xenium September 2007 - August 2008
EquiPoint Financial Network November 2006 - August 2007
Home Capital Funding April 2005 - November 2006
Skills
Business Development, Strategic Planning, Human Resources, Sales, Employee Relations, Customer Service, Recruiting
Education
CIMBA 2004 — 2004
International Business
Kansas State University 2001 — 2004
BS, Business Mgmt
Friends University 2000 — 2001
Business Administration
OregonTransfer Co February 2009 - Present
Xenium September 2007 - August 2008
EquiPoint Financial Network November 2006 - August 2007
Home Capital Funding April 2005 - November 2006
Skills
Business Development, Strategic Planning, Human Resources, Sales, Employee Relations, Customer Service, Recruiting
Education
CIMBA 2004 — 2004
International Business
Kansas State University 2001 — 2004
BS, Business Mgmt
Friends University 2000 — 2001
Business Administration
Maria DelCarmen Santos's EquiPoint Financial Network Experience April 2007 - June 2008
Job Mortgage Broker and Public Policy Researcher
Industry Financial Services
Experience
Equipoint Financial Network April 2007 - June 2008
Education
Walden University 2009 — 2013
PhD Intern, Public Policy Administration, Management and Leadership
California State University-San Bernardino 2006 — 2008
Equipoint Financial Network April 2007 - June 2008
Education
Walden University 2009 — 2013
PhD Intern, Public Policy Administration, Management and Leadership
California State University-San Bernardino 2006 — 2008
Devon Packard's EquiPoint Financial Network Experience November 2006 - Present
Job Account/Payroll at EquiPoint Financial Network
Industry Financial Services
Experience
EquiPoint Financial Network November 2006 - Present
Education
Portland State University - School of Business 2004 — 2007
EquiPoint Financial Network November 2006 - Present
Education
Portland State University - School of Business 2004 — 2007
Floyd Luman's EquiPoint Financial Network Experience June 2007 - March 2011
Job Independent Mortgage Broker at floydluman.com
Industry Banking
Experience
Self Employed March 2011 - Present
Equipoint Financial Network June 2007 - March 2011
New Century Mortgage 2004 - 2007
Stone Point Financial 2003 - 2004
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
California State University-Sacramento 1994 — 1999
Business Administration with concentration in Marketing
Self Employed March 2011 - Present
Equipoint Financial Network June 2007 - March 2011
New Century Mortgage 2004 - 2007
Stone Point Financial 2003 - 2004
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
California State University-Sacramento 1994 — 1999
Business Administration with concentration in Marketing
Devon Packard's EquiPoint Financial Network Experience November 2006 - December 2007
Job Key Account Support/Implementations at SBI Software
Industry Accounting
Experience
SBI Software October 2014 - Present
Axium February 2010 - October 2014
Timberline Software July 2009 - November 2009
Express Employment Professionals March 2009 - June 2009
AirAdvice April 2008 - October 2008
EquiPoint Financial Network November 2006 - December 2007
Home Capital Funding February 2006 - November 2006
Skills
Accounts Receivable, Accounts Payable, Accounting, General Ledger, Payroll, Account Reconciliation, QuickBooks, Microsoft Excel, Analysis, Sales, Finance, Data Entry, Accruals, Spreadsheets, Time Management, Bookkeeping
Education
Portland State University 2007 — 2011
B.A., Accounting
Portland Community College 2003 — 2005
A.A, General Studies
SBI Software October 2014 - Present
Axium February 2010 - October 2014
Timberline Software July 2009 - November 2009
Express Employment Professionals March 2009 - June 2009
AirAdvice April 2008 - October 2008
EquiPoint Financial Network November 2006 - December 2007
Home Capital Funding February 2006 - November 2006
Skills
Accounts Receivable, Accounts Payable, Accounting, General Ledger, Payroll, Account Reconciliation, QuickBooks, Microsoft Excel, Analysis, Sales, Finance, Data Entry, Accruals, Spreadsheets, Time Management, Bookkeeping
Education
Portland State University 2007 — 2011
B.A., Accounting
Portland Community College 2003 — 2005
A.A, General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY