Exchange Financial
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Exchange Financial Employees
Employee
Years
Job
Industry
Tricia Smith, MBA Tricia Smith, MBA's Exchange Financial Experience March 1998 - October 2008
Job Records Department Manager at Gerald R. Ford Job Corps Center
Industry Education Management
Experience
Gerald R. Ford Job Corps Center November 2011 - Present
Healthcare Solutions Agency June 2010 - October 2011
Mass Mutual January 2009 - July 2011
Exchange Financial March 1998 - October 2008
Skills
Microsoft Office, Process Efficiencies, Sales Management, Sales, Forecasting, Quality Auditing, Internal Audit, Business Process..., Budget Monitoring, Customer Service, Microsoft Excel, Microsoft Word, Employee Training, Time Management, Performance Management, Management, Coaching, Leadership, Insurance, Recruiting, Budgets, Strategic Planning, Team Building
Education
Cornerstone University 2008 — 2009
MBA, International Business
Grand Valley State University
Bachelors degree, Business Administration
Gerald R. Ford Job Corps Center November 2011 - Present
Healthcare Solutions Agency June 2010 - October 2011
Mass Mutual January 2009 - July 2011
Exchange Financial March 1998 - October 2008
Skills
Microsoft Office, Process Efficiencies, Sales Management, Sales, Forecasting, Quality Auditing, Internal Audit, Business Process..., Budget Monitoring, Customer Service, Microsoft Excel, Microsoft Word, Employee Training, Time Management, Performance Management, Management, Coaching, Leadership, Insurance, Recruiting, Budgets, Strategic Planning, Team Building
Education
Cornerstone University 2008 — 2009
MBA, International Business
Grand Valley State University
Bachelors degree, Business Administration
Chip Cummings, CFE Chip Cummings, CFE's Exchange Financial Experience April 1999 - August 2001
Job Managing Partner Northwind International Corp.
Industry Financial Services
Experience
Northwind International Corporation July 1997 - Present
"The Financial Fitness Show" November 2011 - Present
Chip Cummings Unlimited! July 1997 - Present
Rum Creek Financial Corporation August 2001 - December 2010
Michigan Association of Mortgage Professionals 2002 - 2003
Exchange Financial April 1999 - August 2001
Evergreen Mortgage Corporation July 1993 - April 1999
Skills
International Sales &..., Mortgage Lending, mortgage fraud, Expert Witness, Expert Witness Services, Real Estate Finance, internet marketing, mortgage training, Real Estate Investor, Training & Development, Personal Finance, Personal Branding, Radio Host, Published Author, Seminar Speaker, Speakers, Short Sales, Sales Process, Email Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, real estate compliance, Loan Origination, Loan Servicing, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Fraud Analysis, Real Estate Fraud, Real Estate, Mortgage Brokers, Predatory Lending, Mortgage Compliance, Public Speaking, Real Estate Economics, Fraud, Web Marketing, Investment Properties, Credit, Residential Mortgages, Loans, Mortgage Banking, FHA, Foreclosures, Refinance, Financial Services, Marketing, Residential Homes, Training
Education
Eastern Michigan University
Northwind International Corporation July 1997 - Present
"The Financial Fitness Show" November 2011 - Present
Chip Cummings Unlimited! July 1997 - Present
Rum Creek Financial Corporation August 2001 - December 2010
Michigan Association of Mortgage Professionals 2002 - 2003
Exchange Financial April 1999 - August 2001
Evergreen Mortgage Corporation July 1993 - April 1999
Skills
International Sales &..., Mortgage Lending, mortgage fraud, Expert Witness, Expert Witness Services, Real Estate Finance, internet marketing, mortgage training, Real Estate Investor, Training & Development, Personal Finance, Personal Branding, Radio Host, Published Author, Seminar Speaker, Speakers, Short Sales, Sales Process, Email Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, real estate compliance, Loan Origination, Loan Servicing, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Fraud Analysis, Real Estate Fraud, Real Estate, Mortgage Brokers, Predatory Lending, Mortgage Compliance, Public Speaking, Real Estate Economics, Fraud, Web Marketing, Investment Properties, Credit, Residential Mortgages, Loans, Mortgage Banking, FHA, Foreclosures, Refinance, Financial Services, Marketing, Residential Homes, Training
Education
Eastern Michigan University
Carolyn Van Allen, CPA's Exchange Financial Experience 2001 - 2001
Job Audit Manager at Monroe, Sweeris and Tromp PLC
Industry Accounting
Experience
Monroe, Sweeris and Tromp PLC January 2003 - Present
Monroe Community Church 2010 - Present
Founders Bank & Trust 2001 - 2002
Exchange Financial 2001 - 2001
Skills
GAAP, Financial Reporting, CPA, Auditing, Tax Preparation, Non-profits..., Tax, Strategic Financial..., Accounting, Corporate Tax, Financial Statements, Nonprofits, Assurance, US GAAP
Education
Calvin College 1998 — 2002
Bachelor of Science (BS), Accounting
Monroe, Sweeris and Tromp PLC January 2003 - Present
Monroe Community Church 2010 - Present
Founders Bank & Trust 2001 - 2002
Exchange Financial 2001 - 2001
Skills
GAAP, Financial Reporting, CPA, Auditing, Tax Preparation, Non-profits..., Tax, Strategic Financial..., Accounting, Corporate Tax, Financial Statements, Nonprofits, Assurance, US GAAP
Education
Calvin College 1998 — 2002
Bachelor of Science (BS), Accounting
Deb Meehan Deb Meehan's Exchange Financial Experience March 1993 - September 2000
Job Loan Originator at New Executive Mortgage
Industry Real Estate
Experience
New Executive Mortgage June 2013 - Present
AmeriFirst Home Mortgage May 2011 - May 2013
Executive Mortgage of Michigan September 2006 - April 2011
Franklin Mortgage October 2000 - August 2006
Exchange Financial March 1993 - September 2000
Anchor Federated January 1989 - February 1993
Skills
FHA, VA loans, Conventional, FHA 203k Renovation..., First Time Home Buyers, HomePath and HomePath..., Refinance and Purchase..., MSHDA, Home Equity Loans, Mortgage Banking, Government Loans, Refinance, HUD, Mortgage Underwriting, Referrals, Mortgage Lending, Mortgage Marketing, HomePath, 203K, Real Estate Financing, Home Equity Lines of..., Consumer Lending, Debt Consolidation, USDA, FHA financing, Mortgage Servicing, Sellers, USDA Rural Housing, Real Estate Economics, Residential Mortgages, Reverse Mortgages, Construction Loans, Loan Origination, Loss Mitigation, VA Loans, FHA Financing
Education
Metropolitan State College of Denver
Muskegon Community College
New Executive Mortgage June 2013 - Present
AmeriFirst Home Mortgage May 2011 - May 2013
Executive Mortgage of Michigan September 2006 - April 2011
Franklin Mortgage October 2000 - August 2006
Exchange Financial March 1993 - September 2000
Anchor Federated January 1989 - February 1993
Skills
FHA, VA loans, Conventional, FHA 203k Renovation..., First Time Home Buyers, HomePath and HomePath..., Refinance and Purchase..., MSHDA, Home Equity Loans, Mortgage Banking, Government Loans, Refinance, HUD, Mortgage Underwriting, Referrals, Mortgage Lending, Mortgage Marketing, HomePath, 203K, Real Estate Financing, Home Equity Lines of..., Consumer Lending, Debt Consolidation, USDA, FHA financing, Mortgage Servicing, Sellers, USDA Rural Housing, Real Estate Economics, Residential Mortgages, Reverse Mortgages, Construction Loans, Loan Origination, Loss Mitigation, VA Loans, FHA Financing
Education
Metropolitan State College of Denver
Muskegon Community College
Jeffrey Cassetta Jeffrey Cassetta's Exchange Financial Experience April 1996 - December 2008
Job Chief Financial Officer at Ruoff Home Mortgage
Industry Banking
Experience
Ruoff Home Mortgage October 2011 - Present
Cassetta Financial Services, PLLC 2009 - 2011
Exchange Financial April 1996 - December 2008
Exchange Mortgage Corporation March 1993 - March 1996
KPMG US September 1990 - February 1993
Skills
Certified Public..., Series 7, Series 63, Accident, Health and..., Accounting, Auditing, Secondary Market, Capital Markets, Mortgage Banking, Mortgage Servicing, Interest Rate Hedging, Financial Reporting, Financial Accounting, Financial Audits, CPA, Financial Analysis, Loans, Loan Origination, Finance, Investments, FHA, Credit Analysis, Banking, Underwriting
Education
Michigan State University 1986 — 1990
Bachelor of Arts, Accounting
Ruoff Home Mortgage October 2011 - Present
Cassetta Financial Services, PLLC 2009 - 2011
Exchange Financial April 1996 - December 2008
Exchange Mortgage Corporation March 1993 - March 1996
KPMG US September 1990 - February 1993
Skills
Certified Public..., Series 7, Series 63, Accident, Health and..., Accounting, Auditing, Secondary Market, Capital Markets, Mortgage Banking, Mortgage Servicing, Interest Rate Hedging, Financial Reporting, Financial Accounting, Financial Audits, CPA, Financial Analysis, Loans, Loan Origination, Finance, Investments, FHA, Credit Analysis, Banking, Underwriting
Education
Michigan State University 1986 — 1990
Bachelor of Arts, Accounting
David A. Jackson David A. Jackson's Exchange Financial Experience 1992 - 1998
Job Mortgage Banker @ Evolve Bank & Trust NMLS# 189284
Industry Banking
Experience
Evolve Bank and Trust February 2010 - Present
Michigan Mortgage Lenders Association January 2010 - January 2011
PrimeLending August 2009 - October 2009
Flagstar Bank, FSB August 2007 - August 2009
First Magnus Financial Corporation 2004 - 2007
CTX Mortgage Company 1998 - 2004
Exchange Financial 1992 - 1998
Skills
FHA, Mortgage Lending, Refinance, VA, Mortgage Banking, USDA, Sales Management, Mortgage Planning, Residential Mortgages, VA loans, Loan Origination, Certified Mortgage..., Government Loans, Selling, Loans, Reverse Mortgages, Credit, Construction Loans, FHA financing, Underwriting, Mortgage Underwriting, Home Equity Loans, Real Estate Financing, Credit Analysis, Commercial Lending, Commercial Mortgages, Mortgage Marketing, Management, Recruiting, Regional Development, Consumer Lending, Debt Consolidation, Mortgage Servicing, Non-Conforming, Home Equity Lines of..., Banking, Loan Servicing, First Time Home Buyers, Investment Properties, Rates, VA Loans, Interest Rates, Sales
Education
Calvin College 1989 — 2003
Economics
Evolve Bank and Trust February 2010 - Present
Michigan Mortgage Lenders Association January 2010 - January 2011
PrimeLending August 2009 - October 2009
Flagstar Bank, FSB August 2007 - August 2009
First Magnus Financial Corporation 2004 - 2007
CTX Mortgage Company 1998 - 2004
Exchange Financial 1992 - 1998
Skills
FHA, Mortgage Lending, Refinance, VA, Mortgage Banking, USDA, Sales Management, Mortgage Planning, Residential Mortgages, VA loans, Loan Origination, Certified Mortgage..., Government Loans, Selling, Loans, Reverse Mortgages, Credit, Construction Loans, FHA financing, Underwriting, Mortgage Underwriting, Home Equity Loans, Real Estate Financing, Credit Analysis, Commercial Lending, Commercial Mortgages, Mortgage Marketing, Management, Recruiting, Regional Development, Consumer Lending, Debt Consolidation, Mortgage Servicing, Non-Conforming, Home Equity Lines of..., Banking, Loan Servicing, First Time Home Buyers, Investment Properties, Rates, VA Loans, Interest Rates, Sales
Education
Calvin College 1989 — 2003
Economics
Jon Hartman Jon Hartman's Exchange Financial Experience January 2003 - February 2007
Job IT Manager/Photographer
Industry Information Technology and Services
Experience
Fleis & Vandenbrink Engineering, Inc. May 2008 - Present
Computer Product Resources, Inc January 2006 - April 2008
Exchange Financial January 2003 - February 2007
CPR 2000 - 2003
Skills
Active Directory, Customer Support, Data Center, Management, Marketing, Web Development, VMware, Disaster Recovery, Virtualization, Security, Graphic Design, Servers, Project Management, Microsoft Office, SharePoint, Microsoft SQL Server, IT Management, Networking, Process Improvement, Windows, Cloud Computing, Customer Service, Computer Hardware, Team Leadership, Windows 7, Microsoft Exchange, Help Desk Support
Education
Colorado Christian University 1995 — 2000
Bachelor of Arts (B.A.)
Colorado Christian University 1995 — 2000
Bachelor of Science (BS)
Fleis & Vandenbrink Engineering, Inc. May 2008 - Present
Computer Product Resources, Inc January 2006 - April 2008
Exchange Financial January 2003 - February 2007
CPR 2000 - 2003
Skills
Active Directory, Customer Support, Data Center, Management, Marketing, Web Development, VMware, Disaster Recovery, Virtualization, Security, Graphic Design, Servers, Project Management, Microsoft Office, SharePoint, Microsoft SQL Server, IT Management, Networking, Process Improvement, Windows, Cloud Computing, Customer Service, Computer Hardware, Team Leadership, Windows 7, Microsoft Exchange, Help Desk Support
Education
Colorado Christian University 1995 — 2000
Bachelor of Arts (B.A.)
Colorado Christian University 1995 — 2000
Bachelor of Science (BS)
Jason Jenkins NMLS# 728186 Jason Jenkins NMLS# 728186's Exchange Financial Experience 2001 - 2006
Job Team Leader at Union Home Mortgage Co.
Industry Financial Services
Experience
Union Home Mortgage February 2013 - Present
First Place Bank June 2010 - January 2013
Metlife Home Loans December 2008 - February 2010
Fifth Third Bank 2006 - 2007
Exchange Financial 2001 - 2006
Wells Fargo 1999 - 2001
NBD Bank 1997 - 1999
Skills
Refinance, Mortgage Lending, First Time Home Buyers, Home, Residential Homes, Investments, FHA, Loans
Education
Davenport University 1993 — 1997
Bachelor of Business Administration (BBA)
Williamston High School 1989 — 1994
general, General
Union Home Mortgage February 2013 - Present
First Place Bank June 2010 - January 2013
Metlife Home Loans December 2008 - February 2010
Fifth Third Bank 2006 - 2007
Exchange Financial 2001 - 2006
Wells Fargo 1999 - 2001
NBD Bank 1997 - 1999
Skills
Refinance, Mortgage Lending, First Time Home Buyers, Home, Residential Homes, Investments, FHA, Loans
Education
Davenport University 1993 — 1997
Bachelor of Business Administration (BBA)
Williamston High School 1989 — 1994
general, General
Bill Marvin Bill Marvin's Exchange Financial Experience 2001 - 2006
Job Owner / Operator at OnTarget SEO
Industry Internet
Experience
On-Target SEO January 2010 - Present
ourHELPlist.com, MHL llc 2007 - 2010
Election Source September 2008 - June 2009
Flagstar Bank October 2007 - March 2008
Charter Funding July 2006 - October 2007
Exchange Financial 2001 - 2006
Maxim Group (Computer Consulting Firm) September 1997 - September 2001
Spartan Stores Inc October 1989 - April 1995
Skills
Marketing, Public Speaking, Sales, Customer Service, Email Marketing, SEO, Advertising, Microsoft Office, Entrepreneurship, Marketing Strategy, SEM, Web Analytics, Social Media, Web Design, Copywriting
Education
Central Michigan UniversityDec 2009 2010 — 2010
Certification, Internet Marketing
Ferris State University 1985 — 1989
Bachelor's degree, Business with CIS Major
On-Target SEO January 2010 - Present
ourHELPlist.com, MHL llc 2007 - 2010
Election Source September 2008 - June 2009
Flagstar Bank October 2007 - March 2008
Charter Funding July 2006 - October 2007
Exchange Financial 2001 - 2006
Maxim Group (Computer Consulting Firm) September 1997 - September 2001
Spartan Stores Inc October 1989 - April 1995
Skills
Marketing, Public Speaking, Sales, Customer Service, Email Marketing, SEO, Advertising, Microsoft Office, Entrepreneurship, Marketing Strategy, SEM, Web Analytics, Social Media, Web Design, Copywriting
Education
Central Michigan UniversityDec 2009 2010 — 2010
Certification, Internet Marketing
Ferris State University 1985 — 1989
Bachelor's degree, Business with CIS Major
Dave Whitacre's Exchange Financial Experience January 2009 - Present
Job Mortgage Consultant for Exchange Financial
Industry Financial Services
Experience
Exchange Financial January 2009 - Present
Education
Cedarville University 1977 — 1981
Business Administration, General Business Adninistration
Exchange Financial January 2009 - Present
Education
Cedarville University 1977 — 1981
Business Administration, General Business Adninistration