EquiPoint Financial Network, Inc.
Industry: Company
DescriptionFounded: 1990 Parent organization: LTC Global, Inc.
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EquiPoint Financial Network, Inc. Employees
Employee
Years
Job
Industry
Nathan Grant Nathan Grant's EquiPoint Financial Network, Inc. Experience 2006 - 2011
Job VPSales The Money Store
Industry Financial Services
Experience
The Money Store 2014 - Present
Reverse Mortgage USA - 7th Largest Lender in the Country 2011 - 2014
EquiPoint Financial Network, Inc. 2006 - 2011
The Aimbridge Group 2002 - 2006
Skills
CRM, Strategy, Start-ups, Project Management, Leadership, Change Management, Business Development, Contract Negotiation, Competitive Analysis, Management, Entrepreneurship, Public Speaking, Sales Management, Marketing, Negotiation, Project Planning, New Business Development, Mergers & Acquisitions, Strategic/Tactical..., Start-Up/Turnaround/Rapi..., Strategic Planning, Mentoring, Direct Sales, Income Statement, Account Management, Strategic Partnerships, Sales Operations, Sales, Mergers, Process Improvement, New Market/Business..., P&L/Fiscal Planning..., Revenue Improvement, Product/Branch..., Sales/Operations..., Strategic..., Mergers and Acquisitions, Client Relationship..., Contract Negotiations, High Performance Team..., Turnarounds, Risk Assessment, Risk Reduction, Business Relationship..., Territory..., Prospecting New Clients, Personal Sales, Organizational..., Organizational Culture, SaaS
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master of Science (MS), Management and Organizational Behavior (OB) with an emphasis in Strategy
Utah Valley University
Bachelor of Science (BS), Business
The Money Store 2014 - Present
Reverse Mortgage USA - 7th Largest Lender in the Country 2011 - 2014
EquiPoint Financial Network, Inc. 2006 - 2011
The Aimbridge Group 2002 - 2006
Skills
CRM, Strategy, Start-ups, Project Management, Leadership, Change Management, Business Development, Contract Negotiation, Competitive Analysis, Management, Entrepreneurship, Public Speaking, Sales Management, Marketing, Negotiation, Project Planning, New Business Development, Mergers & Acquisitions, Strategic/Tactical..., Start-Up/Turnaround/Rapi..., Strategic Planning, Mentoring, Direct Sales, Income Statement, Account Management, Strategic Partnerships, Sales Operations, Sales, Mergers, Process Improvement, New Market/Business..., P&L/Fiscal Planning..., Revenue Improvement, Product/Branch..., Sales/Operations..., Strategic..., Mergers and Acquisitions, Client Relationship..., Contract Negotiations, High Performance Team..., Turnarounds, Risk Assessment, Risk Reduction, Business Relationship..., Territory..., Prospecting New Clients, Personal Sales, Organizational..., Organizational Culture, SaaS
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master of Science (MS), Management and Organizational Behavior (OB) with an emphasis in Strategy
Utah Valley University
Bachelor of Science (BS), Business
Craig Murdoch Craig Murdoch's EquiPoint Financial Network, Inc. Experience January 2007 - July 2008
Job Senior Loan Officer
Industry Financial Services
Experience
C2 Financial Corporation January 2012 - Present
Craig Murdoch's Financial Services, Inc. January 1982 - Present
Catalyst Lending, Inc. June 2011 - December 2011
Clarion Mortgage Capital, Inc. March 2011 - June 2011
Ocean West Lending, Inc. October 2009 - March 2011
Equistar Lending July 2008 - October 2009
EquiPoint Financial Network, Inc. January 2007 - July 2008
Harborside Financial Network January 2004 - December 2006
Ameristar Lending Group Inc July 2002 - December 2003
Fairway Equity Svc January 2002 - June 2002
Skills
Corporate Income Tax..., Personal Income Tax..., Reverse Mortgages, Mortgage Lending, Residential Mortgages, Investment Properties, First Time Home Buyers, Refinance, Real Estate, Customer Service, Strategic Planning, VA Loans, USDA, Government Loans, Loan Origination, Management, Sales, Real Estate Financing, Short Sales, Loans, Mortgage Banking, Leadership, Project Management, Microsoft Word, FHA, Credit, Finance, Investments, Residential Homes, FHA Financing, Retirement Planning, Microsoft Excel, Underwriting, Referrals, Real Estate Economics, Microsoft Office, Construction Loans, Certified Mortgage..., Mortgage Underwriting, Foreclosures, Investors, Credit Analysis, Real Estate Transactions, Sales Management, Consumer Lending, Small Business, Condos, Single Family Homes, Interest Rates, Funding
Education
MIT Professional Education 2014 — 2015
MITProfessionalX: 6.BDx Tackling the Challenges of Big Data, A
MitX online - Sloan School of Business Management 2014 — 2015
Entrepreneurship/Entrepreneurial Studies, A
Computer Learning Center 1981 — 1982
Graduated from 1 year program - Computer Programmer and Operator, A's
Massachusetts Institute of Technology 1974 — 1976
Mathematics, Physics, A's, and B's
Tigard High 1972 — 1974
High School, A
Issaquah High 1970 — 1972
High School, Mathematics and Computer Science
C2 Financial Corporation January 2012 - Present
Craig Murdoch's Financial Services, Inc. January 1982 - Present
Catalyst Lending, Inc. June 2011 - December 2011
Clarion Mortgage Capital, Inc. March 2011 - June 2011
Ocean West Lending, Inc. October 2009 - March 2011
Equistar Lending July 2008 - October 2009
EquiPoint Financial Network, Inc. January 2007 - July 2008
Harborside Financial Network January 2004 - December 2006
Ameristar Lending Group Inc July 2002 - December 2003
Fairway Equity Svc January 2002 - June 2002
Skills
Corporate Income Tax..., Personal Income Tax..., Reverse Mortgages, Mortgage Lending, Residential Mortgages, Investment Properties, First Time Home Buyers, Refinance, Real Estate, Customer Service, Strategic Planning, VA Loans, USDA, Government Loans, Loan Origination, Management, Sales, Real Estate Financing, Short Sales, Loans, Mortgage Banking, Leadership, Project Management, Microsoft Word, FHA, Credit, Finance, Investments, Residential Homes, FHA Financing, Retirement Planning, Microsoft Excel, Underwriting, Referrals, Real Estate Economics, Microsoft Office, Construction Loans, Certified Mortgage..., Mortgage Underwriting, Foreclosures, Investors, Credit Analysis, Real Estate Transactions, Sales Management, Consumer Lending, Small Business, Condos, Single Family Homes, Interest Rates, Funding
Education
MIT Professional Education 2014 — 2015
MITProfessionalX: 6.BDx Tackling the Challenges of Big Data, A
MitX online - Sloan School of Business Management 2014 — 2015
Entrepreneurship/Entrepreneurial Studies, A
Computer Learning Center 1981 — 1982
Graduated from 1 year program - Computer Programmer and Operator, A's
Massachusetts Institute of Technology 1974 — 1976
Mathematics, Physics, A's, and B's
Tigard High 1972 — 1974
High School, A
Issaquah High 1970 — 1972
High School, Mathematics and Computer Science
Bob Bonanno Bob Bonanno's EquiPoint Financial Network, Inc. Experience August 2003 - August 2007
Job Consumer Loan Underwriter III at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage September 2012 - Present
Metro Gold Mortgage November 2010 - September 2012
Sellstate Realty First January 2012 - August 2012
Ascent Home Loans February 2008 - October 2010
EquiPoint Financial Network, Inc. August 2003 - August 2007
Skills
Short Sales, First Time Home Buyers, Relocation, Sellers, Real Estate, Residential Homes, Single Family Homes, REO, Referrals, FHA, Investment Properties, Property Management
Education
American River College
Masters Degree, Field of Hard Knocks
Rio Americano High School
Wells Fargo Home Mortgage September 2012 - Present
Metro Gold Mortgage November 2010 - September 2012
Sellstate Realty First January 2012 - August 2012
Ascent Home Loans February 2008 - October 2010
EquiPoint Financial Network, Inc. August 2003 - August 2007
Skills
Short Sales, First Time Home Buyers, Relocation, Sellers, Real Estate, Residential Homes, Single Family Homes, REO, Referrals, FHA, Investment Properties, Property Management
Education
American River College
Masters Degree, Field of Hard Knocks
Rio Americano High School
Aura Alex Aura Alex's EquiPoint Financial Network, Inc. Experience December 2004 - February 2008
Job Helping Entrepreneurs Find Funding Solutions for Your Business: From Startup to Real Estate Investment
Industry Management Consulting
Experience
Business Funding Group LLC March 2010 - Present
Real Estate Investment 2000 - Present
e-Realty Processing LLC April 2008 - December 2014
EquiPoint Financial Network, Inc. December 2004 - February 2008
AAlex & Associates International Project Management January 1996 - December 2004
Skills
Investment Properties, Investors, Real Estate, Mortgage Lending, Small Business, Finance
Education
Northeastern University 1976 — 1980
Bachelor's Degree, Business Administration, Management and Operations
Business Funding Group LLC March 2010 - Present
Real Estate Investment 2000 - Present
e-Realty Processing LLC April 2008 - December 2014
EquiPoint Financial Network, Inc. December 2004 - February 2008
AAlex & Associates International Project Management January 1996 - December 2004
Skills
Investment Properties, Investors, Real Estate, Mortgage Lending, Small Business, Finance
Education
Northeastern University 1976 — 1980
Bachelor's Degree, Business Administration, Management and Operations
Raheem Hadee Raheem Hadee's EquiPoint Financial Network, Inc. Experience November 2006 - April 2008
Job Loan Officer at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank June 2012 - Present
EquiPoint Financial Network, Inc. November 2006 - April 2008
PacifiCorp October 1974 - March 1987
Skills
Marketing Strategy, Strategic Planning, Marketing, Sales Management, Public Speaking, Customer Service, Sales, Outlook, Small Business, Microsoft Excel, New Business Development, Microsoft Office, Entrepreneurship, Microsoft Word, PowerPoint
Education
University of California, Riverside 1968 — 1973
BA, Urban Planning, Black Studies
University of California, Riverside 1968 — 1973
Bachelor of Arts (BA), Urban Studies/Affairs
HomeStreet Bank June 2012 - Present
EquiPoint Financial Network, Inc. November 2006 - April 2008
PacifiCorp October 1974 - March 1987
Skills
Marketing Strategy, Strategic Planning, Marketing, Sales Management, Public Speaking, Customer Service, Sales, Outlook, Small Business, Microsoft Excel, New Business Development, Microsoft Office, Entrepreneurship, Microsoft Word, PowerPoint
Education
University of California, Riverside 1968 — 1973
BA, Urban Planning, Black Studies
University of California, Riverside 1968 — 1973
Bachelor of Arts (BA), Urban Studies/Affairs
Catalina Ortiz Catalina Ortiz's EquiPoint Financial Network, Inc. Experience June 2004 - December 2007
Job Loan Consultant at iMortgage
Industry Banking
Experience
imortgage February 2013 - Present
Guild Mortgage Company February 2012 - January 2013
imortgage May 2010 - February 2012
EquiPoint Financial Network, Inc. June 2004 - December 2007
Mark 1 Mortgage 1996 - 2004
Skills
Mortgage Lending, FHA financing, Residential Purchases, Conventional, Spanish, down payment assistance..., First Time Home Buyers, Homepath, USDA, 203k streamline, Flip loans, Streamline, Loans, Real Estate, Refinance, Single Family Homes, Down Payment Assistance, HomePath, Investment Properties, FHA, Sellers, Customer Service, Purchasing
Education
Cerritos College
AA, Business Real Estate
imortgage February 2013 - Present
Guild Mortgage Company February 2012 - January 2013
imortgage May 2010 - February 2012
EquiPoint Financial Network, Inc. June 2004 - December 2007
Mark 1 Mortgage 1996 - 2004
Skills
Mortgage Lending, FHA financing, Residential Purchases, Conventional, Spanish, down payment assistance..., First Time Home Buyers, Homepath, USDA, 203k streamline, Flip loans, Streamline, Loans, Real Estate, Refinance, Single Family Homes, Down Payment Assistance, HomePath, Investment Properties, FHA, Sellers, Customer Service, Purchasing
Education
Cerritos College
AA, Business Real Estate
Brian James Pierce, Sr. Brian James Pierce, Sr.'s EquiPoint Financial Network, Inc. Experience November 2006 - December 2007
Job CEO, CoFounder, TrueCompass Lending Corporation"TLC" [TopLinked.com][MyLink500.com][LION]
Industry Financial Services
Experience
TrueCompass Lending Corporation December 2007 - Present
EquiPoint Financial Network, Inc. November 2006 - December 2007
Home Capital Funding June 2000 - November 2006
World Financial Group November 1991 - December 2000
American Mortgage Express March 2000 - May 2000
Mortgage One September 1998 - March 2000
Hallmark Mortgage June 1995 - September 1998
Fields Corporation April 1993 - December 1995
Alliance Mortgage February 1993 - June 1995
Four Star Financial January 1992 - February 1993
Education
Columbia Basin College 1976 — 1978
Business Management
Brigham Young University - Idaho 1974 — 1975
Business Management
TrueCompass Lending Corporation December 2007 - Present
EquiPoint Financial Network, Inc. November 2006 - December 2007
Home Capital Funding June 2000 - November 2006
World Financial Group November 1991 - December 2000
American Mortgage Express March 2000 - May 2000
Mortgage One September 1998 - March 2000
Hallmark Mortgage June 1995 - September 1998
Fields Corporation April 1993 - December 1995
Alliance Mortgage February 1993 - June 1995
Four Star Financial January 1992 - February 1993
Education
Columbia Basin College 1976 — 1978
Business Management
Brigham Young University - Idaho 1974 — 1975
Business Management
ARMAND J. WILLIAMS ARMAND J. WILLIAMS's EquiPoint Financial Network, Inc. Experience April 2005 - August 2009
Job Mortgage Broker/ New Home Consultant
Industry Real Estate
Experience
Temps Plus, Inc February 2014 - Present
Glen Financial Services August 2009 - February 2014
EquiPoint Financial Network, Inc. April 2005 - August 2009
Downey Savings and Loan July 2000 - April 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Loss Mitigation, Underwriting, Credit, Calyx Point, Encompass, BAII Plus, First Time Home Buyers, Residential Homes, Sellers, Real Estate, REO, Investment Properties, Investors, FHA, Referrals, Residential Mortgages, Short Sales, Foreclosures, Reverse Mortgages
Education
California State University-Northridge
Business
Century 21 Real Estate School
Real Estate License
Temps Plus, Inc February 2014 - Present
Glen Financial Services August 2009 - February 2014
EquiPoint Financial Network, Inc. April 2005 - August 2009
Downey Savings and Loan July 2000 - April 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Loss Mitigation, Underwriting, Credit, Calyx Point, Encompass, BAII Plus, First Time Home Buyers, Residential Homes, Sellers, Real Estate, REO, Investment Properties, Investors, FHA, Referrals, Residential Mortgages, Short Sales, Foreclosures, Reverse Mortgages
Education
California State University-Northridge
Business
Century 21 Real Estate School
Real Estate License
Kristen Coppes Kristen Coppes's EquiPoint Financial Network, Inc. Experience June 2006 - January 2008
Job Human Resources
Industry Research
Experience
Sesloc Federal Credit Union December 2014 - Present
Calvin Klein June 2012 - December 2014
Point Four Logistics July 2007 - June 2014
Pismo Beach Chamber of Commerce August 2008 - August 2011
EquiPoint Financial Network, Inc. June 2006 - January 2008
Skills
Administrative..., Data Analysis, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Public Relations
Education
Allan Hancock College 2012 — 2014
Associate of Arts (AA), Health/Health Care Administration/Management
Sesloc Federal Credit Union December 2014 - Present
Calvin Klein June 2012 - December 2014
Point Four Logistics July 2007 - June 2014
Pismo Beach Chamber of Commerce August 2008 - August 2011
EquiPoint Financial Network, Inc. June 2006 - January 2008
Skills
Administrative..., Data Analysis, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Public Relations
Education
Allan Hancock College 2012 — 2014
Associate of Arts (AA), Health/Health Care Administration/Management
Ginni Hutchinson Ginni Hutchinson's EquiPoint Financial Network, Inc. Experience January 2010 - September 2011
Job Loan Processor at Pacific Residential Mortgage, LLC.
Industry Financial Services
Experience
Reverse Mortgage Northwest May 2013 - Present
Reverse Mortgage USA September 2011 - June 2013
EquiPoint Financial Network, Inc. January 2010 - September 2011
Urban Financial Group February 2007 - December 2009
Integrity Lending -Riverside Branch September 2004 - September 2007
Integrity Lending February 2002 - August 2004
Skills
Reverse Mortgages, Underwriting, Residential Mortgages, Mortgage Lending, Finance, Loans, Mortgage Banking, Loan Origination, Banking, Management, Home Equity, First Time Home Buyers, Loan Servicing, VA loans, USDA, FHA financing, Wholesale Lending, Small Business Lending, Loan Modifications, Secondary Market, Lines Of Credit, Funding, Debt Consolidation, Foreclosures, Mortgage Insurance, Customer Service, Residential Homes, Investments
Education
Lane Community College
Associate's degree, Accounting and Finance
Reverse Mortgage Northwest May 2013 - Present
Reverse Mortgage USA September 2011 - June 2013
EquiPoint Financial Network, Inc. January 2010 - September 2011
Urban Financial Group February 2007 - December 2009
Integrity Lending -Riverside Branch September 2004 - September 2007
Integrity Lending February 2002 - August 2004
Skills
Reverse Mortgages, Underwriting, Residential Mortgages, Mortgage Lending, Finance, Loans, Mortgage Banking, Loan Origination, Banking, Management, Home Equity, First Time Home Buyers, Loan Servicing, VA loans, USDA, FHA financing, Wholesale Lending, Small Business Lending, Loan Modifications, Secondary Market, Lines Of Credit, Funding, Debt Consolidation, Foreclosures, Mortgage Insurance, Customer Service, Residential Homes, Investments
Education
Lane Community College
Associate's degree, Accounting and Finance
Shawna Litchfield Shawna Litchfield's EquiPoint Financial Network, Inc. Experience February 2007 - April 2008
Job Temporary Office Assistant at OfficeTeam
Industry Executive Office
Experience
OfficeTeam December 2009 - Present
Kissick Construction Company, Inc. April 2010 - January 2011
Amerifence Corporation 2011 - 2011
EquiPoint Financial Network, Inc. February 2007 - April 2008
Skills
Microsoft Office, Typing - 63 wpm, 10 key - 9507 ksm, Outlook, Administrative Support, Word, Data Entry, PowerPoint, Excel, Fax, Scheduling, Telephone Skills, Quickbooks, Editing, Social Media, Facebook, English, Administrative..., Time Management, Microsoft Word, Microsoft Excel, QuickBooks, Process Scheduler, Budgets, Human Resources, Filing, Spreadsheets, Access, Office Management, Office Equipment, Office Administration, Invoicing, Microsoft Office 2007, 10 Key, Microsoft Publisher, Scanners, Administration, Calendars, Administrative Work, Adobe Acrobat, Photocopier, Records Management, PeopleSoft, Clerical Skills, Phone Etiquette, Organization &..., Purchase Orders, Internet Explorer, Receptionist Duties, Confidentiality
Education
DeVry University 2011 — 2014
Associate's degree, Networking Systems Administration
School name: 2011 — 2014
Devry University, Network Systems Administration
American Express Travel School 1997 — 1997
Full Service Travel Agent
OfficeTeam December 2009 - Present
Kissick Construction Company, Inc. April 2010 - January 2011
Amerifence Corporation 2011 - 2011
EquiPoint Financial Network, Inc. February 2007 - April 2008
Skills
Microsoft Office, Typing - 63 wpm, 10 key - 9507 ksm, Outlook, Administrative Support, Word, Data Entry, PowerPoint, Excel, Fax, Scheduling, Telephone Skills, Quickbooks, Editing, Social Media, Facebook, English, Administrative..., Time Management, Microsoft Word, Microsoft Excel, QuickBooks, Process Scheduler, Budgets, Human Resources, Filing, Spreadsheets, Access, Office Management, Office Equipment, Office Administration, Invoicing, Microsoft Office 2007, 10 Key, Microsoft Publisher, Scanners, Administration, Calendars, Administrative Work, Adobe Acrobat, Photocopier, Records Management, PeopleSoft, Clerical Skills, Phone Etiquette, Organization &..., Purchase Orders, Internet Explorer, Receptionist Duties, Confidentiality
Education
DeVry University 2011 — 2014
Associate's degree, Networking Systems Administration
School name: 2011 — 2014
Devry University, Network Systems Administration
American Express Travel School 1997 — 1997
Full Service Travel Agent
Daniel Wisner's EquiPoint Financial Network, Inc. Experience December 2010 - January 2012
Job Sales Manager at Urban Financial of America NMLS #119241
Industry Real Estate
Experience
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Christina Naugle's EquiPoint Financial Network, Inc. Experience February 2003 - June 2011
Job Human Resources Manager at Kerr Concentrates
Industry Human Resources
Experience
Kerr Concentrates July 2012 - Present
BASi January 2012 - April 2012
EquiPoint Financial Network, Inc. February 2003 - June 2011
Kendal Floral LLC, Florexpo LLC March 1997 - December 2002
Education
UC Santa Barbara
Bachelor of Arts (BA), Sociology
Kerr Concentrates July 2012 - Present
BASi January 2012 - April 2012
EquiPoint Financial Network, Inc. February 2003 - June 2011
Kendal Floral LLC, Florexpo LLC March 1997 - December 2002
Education
UC Santa Barbara
Bachelor of Arts (BA), Sociology
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