Financial Freedom
Description
Financial independence means you have enough wealth to live on without working. Financially independent people have assets that generate income that is at least equal to their expenses. Income you earn without having to work a job is commonly referred to as "passive income".
Financial Freedom List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Freedom. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Financial Freedom Salaries. You can even request information on how much does Financial Freedom pay if you want to. Learn about salaries, pros and cons of working for Financial Freedom directly from the past employees.
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176 Financial Freedom employees in database. Find out everything there's to know about Financial Freedom employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Freedom Employees
Employee
Years
Job
Industry
Beth Paterson, CRMP, NMLS #342859 Beth Paterson, CRMP, NMLS #342859's Financial Freedom Experience 1999 - 2000
Job The MN Expert Excelling in Service providing Security, Independence, Dignity and Control at Reverse Mortgages SIDAC
Industry Financial Services
Experience
Reverse Mortgages SIDAC NMLS #173899 January 2011 - Present
Savvy Senior Sources, LLC September 2005 - Present
Prestige Mortgage, LLC/Reverse Mortgages SIDAC August 2005 - December 2010
Reverse Mortgages of Minnesota & Reverse Mortgages of Michigan 2000 - 2005
Financial Freedom 1999 - 2000
Enrichmentz 1998 - 2000
Hampton Enterprises 1996 - 2000
Dunhill Prefessional Search Stillwater, MN 1991 - 1995
MECC 1989 - 1991
General Pump/U.S., Inc. 1987 - 1989
Skills
Reverse Mortgages..., Public Speaking, Event Planning for..., Marketing, Writing, Leadership, Networking Events, Reverse Mortgages, Blogging, Cable TV Producer, Cable TV Editing, Consulting on Senior..., Web design, Senior & Caregiver..., Management, Entrepreneur, Small Business, Seniors, Senior Finance, Senior Services, Boomers, Elder Care, Customer Service, Customer Satisfaction, Mortgage Lending, Entrepreneurship, Loans, Event Planning, HUD, HECM/Home Equity..., Caregiving, Healthcare, Program Management, Home Care, Nonprofits, FHA, Loan Origination, Loan Processing, Talk Show Host, Loan Servicing, Marketing Strategy, Social Media, Teaching, Team Building, Board of Directors, Long-term Care, Aging in Place, Fundraising, Strategic Planning, Training
Education
Purdue University Calumet
English
Purdue University Calumet
English
Reverse Mortgages SIDAC NMLS #173899 January 2011 - Present
Savvy Senior Sources, LLC September 2005 - Present
Prestige Mortgage, LLC/Reverse Mortgages SIDAC August 2005 - December 2010
Reverse Mortgages of Minnesota & Reverse Mortgages of Michigan 2000 - 2005
Financial Freedom 1999 - 2000
Enrichmentz 1998 - 2000
Hampton Enterprises 1996 - 2000
Dunhill Prefessional Search Stillwater, MN 1991 - 1995
MECC 1989 - 1991
General Pump/U.S., Inc. 1987 - 1989
Skills
Reverse Mortgages..., Public Speaking, Event Planning for..., Marketing, Writing, Leadership, Networking Events, Reverse Mortgages, Blogging, Cable TV Producer, Cable TV Editing, Consulting on Senior..., Web design, Senior & Caregiver..., Management, Entrepreneur, Small Business, Seniors, Senior Finance, Senior Services, Boomers, Elder Care, Customer Service, Customer Satisfaction, Mortgage Lending, Entrepreneurship, Loans, Event Planning, HUD, HECM/Home Equity..., Caregiving, Healthcare, Program Management, Home Care, Nonprofits, FHA, Loan Origination, Loan Processing, Talk Show Host, Loan Servicing, Marketing Strategy, Social Media, Teaching, Team Building, Board of Directors, Long-term Care, Aging in Place, Fundraising, Strategic Planning, Training
Education
Purdue University Calumet
English
Purdue University Calumet
English
Earline Carter Earline Carter's Financial Freedom Experience 2006 - 2010
Job Independent Commercial Consultant
Industry Financial Services
Experience
Self-employed October 2012 - Present
Ron's One Stop Enterprise 2014 - 2015
Financial Freedom 2006 - 2010
Skills
Financial Services, Loans, Commercial Real Estate, Foreclosures, Residential Homes, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Credit, Mortgage Lending, Commercial Lending
Education
City University of New York City College
Dominican Commercial
Self-employed October 2012 - Present
Ron's One Stop Enterprise 2014 - 2015
Financial Freedom 2006 - 2010
Skills
Financial Services, Loans, Commercial Real Estate, Foreclosures, Residential Homes, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Credit, Mortgage Lending, Commercial Lending
Education
City University of New York City College
Dominican Commercial
Karin Ojeda Karin Ojeda's Financial Freedom Experience December 2008 - May 2010
Job Executive Assistant at Integro Insurance Brokers
Industry Insurance
Experience
Kerbey Lane Cafe October 2011 - January 2012
Kerbey Lane Cafe July 2010 - October 2011
Financial Freedom December 2008 - May 2010
Central Market May 2007 - December 2008
Family Lending Services December 2005 - January 2007
Echelon Mortgage June 2004 - November 2005
Ron Ben-Israel Cakes April 2000 - September 2001
Skills
Customer Service, Research, Social Media Marketing, Advertising, Project Management, Editing, Photoshop, Microsoft Office, Windows, Word, Excel, Social Media, Writing, Customer Relations, PowerPoint, Outlook, Supervisory Experience, Creative Problem Solving, Quality Assurance, Invoice Processing, Inventory Management, Data Analysis, Data Entry, Database Design, Database Administration, Calendars, Travel Arrangements, Graphic Design, Brand Development, Event Planning, Event Management, Events Coordination, Decoration, Cake Decorating, Marketing Communications, Loan Servicing, Multitasking Skills, Creative Insights, Inspiring People, Quick Study, Marketing Research, Online Research, Quality Auditing, Teaching, Dependable Team Player, Process Improvement, Streamlining Operations, Information Management, Business Correspondence, Secretarial Skills
Education
The University of Texas at Austin 2006 — 2008
MA, Advertising, 3.8
Connecticut College
BA, Dance and Art
French Culinary Institute
Classic Pastry Arts, Pastry
Kerbey Lane Cafe October 2011 - January 2012
Kerbey Lane Cafe July 2010 - October 2011
Financial Freedom December 2008 - May 2010
Central Market May 2007 - December 2008
Family Lending Services December 2005 - January 2007
Echelon Mortgage June 2004 - November 2005
Ron Ben-Israel Cakes April 2000 - September 2001
Skills
Customer Service, Research, Social Media Marketing, Advertising, Project Management, Editing, Photoshop, Microsoft Office, Windows, Word, Excel, Social Media, Writing, Customer Relations, PowerPoint, Outlook, Supervisory Experience, Creative Problem Solving, Quality Assurance, Invoice Processing, Inventory Management, Data Analysis, Data Entry, Database Design, Database Administration, Calendars, Travel Arrangements, Graphic Design, Brand Development, Event Planning, Event Management, Events Coordination, Decoration, Cake Decorating, Marketing Communications, Loan Servicing, Multitasking Skills, Creative Insights, Inspiring People, Quick Study, Marketing Research, Online Research, Quality Auditing, Teaching, Dependable Team Player, Process Improvement, Streamlining Operations, Information Management, Business Correspondence, Secretarial Skills
Education
The University of Texas at Austin 2006 — 2008
MA, Advertising, 3.8
Connecticut College
BA, Dance and Art
French Culinary Institute
Classic Pastry Arts, Pastry
Boris Chumak Boris Chumak's Financial Freedom Experience September 2008 - August 2009
Job District 5 Representative at Solano County Office of Supervisor Skip Thomson
Industry International Trade and Development
Experience
Solano County February 2013 - Present
County of San Mateo August 2012 - January 2013
Washington Teachers’ Union October 2011 - June 2012
National Foreign Trade Council February 2011 - August 2011
Language Line Services September 2010 - January 2011
CommerceConnect at US Department of Commerce January 2010 - August 2010
Financial Freedom September 2008 - August 2009
Creative Labs September 2005 - December 2007
Skills
International Trade, Legislative Affairs
Education
Monterey Institute of International Studies 2009 — 2011
MA, International Trade
University of California, Los Angeles 2006 — 2008
BA, International Relations
Solano County February 2013 - Present
County of San Mateo August 2012 - January 2013
Washington Teachers’ Union October 2011 - June 2012
National Foreign Trade Council February 2011 - August 2011
Language Line Services September 2010 - January 2011
CommerceConnect at US Department of Commerce January 2010 - August 2010
Financial Freedom September 2008 - August 2009
Creative Labs September 2005 - December 2007
Skills
International Trade, Legislative Affairs
Education
Monterey Institute of International Studies 2009 — 2011
MA, International Trade
University of California, Los Angeles 2006 — 2008
BA, International Relations
Leslie Jepsen's Financial Freedom Experience 2007 - 2008
Job HR Generalist at California Southern University
Industry Human Resources
Experience
California Southern University September 2014 - Present
EdgeMAC March 2013 - September 2014
QBE FIRST April 2008 - March 2013
Financial Freedom 2007 - 2008
Southern Wine & Spirits 2003 - 2007
Skills
Human Resources, Employee Benefits, Interviews, Payroll, Recruiting, Training, Onboarding, Performance Management, Employee Relations, Benefits Administration, Management, Leadership, Talent Acquisition, New Hire Orientations, Insurance, Applicant Tracking..., Analysis, Personnel Management, HRIS, Succession Planning, College Recruiting, PeopleSoft, Job Fairs, Talent Management, Technical Recruiting, Taleo, Screening, Workforce Planning, Sourcing, Deferred Compensation, Hiring, Job Descriptions, Employee Training, HR Policies, Employee Engagement, FMLA, Employment Law, Compensation & Benefit, Internet Recruiting
Education
Saddleback College
California Southern University September 2014 - Present
EdgeMAC March 2013 - September 2014
QBE FIRST April 2008 - March 2013
Financial Freedom 2007 - 2008
Southern Wine & Spirits 2003 - 2007
Skills
Human Resources, Employee Benefits, Interviews, Payroll, Recruiting, Training, Onboarding, Performance Management, Employee Relations, Benefits Administration, Management, Leadership, Talent Acquisition, New Hire Orientations, Insurance, Applicant Tracking..., Analysis, Personnel Management, HRIS, Succession Planning, College Recruiting, PeopleSoft, Job Fairs, Talent Management, Technical Recruiting, Taleo, Screening, Workforce Planning, Sourcing, Deferred Compensation, Hiring, Job Descriptions, Employee Training, HR Policies, Employee Engagement, FMLA, Employment Law, Compensation & Benefit, Internet Recruiting
Education
Saddleback College
Jose Paolo Fernandez Jose Paolo Fernandez's Financial Freedom Experience November 2005 - August 2008
Job Section 8 Contract Analyst at MidPen Housing Corporation
Industry Government Relations
Experience
MidPen Housing Corporation August 2013 - Present
Dishcrawl March 2013 - December 2014
CGI October 2008 - August 2013
CGI Federal 2008 - August 2013
Financial Freedom November 2005 - August 2008
Skills
Reconciliation, Budget Analysis, Contract Review, Budgets, Team Building, Account Reconciliation, Contract Management, Management, Marketing, Policy, Teamwork, Event Planning, Time Management, Business Analysis, Start-ups, Entrepreneurship, Analysis, Project Management, Program Management, Recruiting, Leadership, Training, Process Improvement, Business Development, CRM, Team Leadership, Business Process..., Social Media, Strategy, Sales, Account Management, Data Analysis, Strategic Planning, Project Planning, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Excel, Event Management, Social Networking
Education
De La Salle University 2001 — 2005
BS, Major in Business Management with Specialization in Entreprenuership
MidPen Housing Corporation August 2013 - Present
Dishcrawl March 2013 - December 2014
CGI October 2008 - August 2013
CGI Federal 2008 - August 2013
Financial Freedom November 2005 - August 2008
Skills
Reconciliation, Budget Analysis, Contract Review, Budgets, Team Building, Account Reconciliation, Contract Management, Management, Marketing, Policy, Teamwork, Event Planning, Time Management, Business Analysis, Start-ups, Entrepreneurship, Analysis, Project Management, Program Management, Recruiting, Leadership, Training, Process Improvement, Business Development, CRM, Team Leadership, Business Process..., Social Media, Strategy, Sales, Account Management, Data Analysis, Strategic Planning, Project Planning, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Excel, Event Management, Social Networking
Education
De La Salle University 2001 — 2005
BS, Major in Business Management with Specialization in Entreprenuership
Joy Gaviola Joy Gaviola's Financial Freedom Experience May 2004 - May 2007
Job Underwriter at One Reverse Mortgage
Industry Financial Services
Experience
One Reverse Mortgage January 2015 - Present
Liberty Home Equity Solutions October 2012 - January 2015
Genworth Financial / Liberty Home Equity Solutions May 2010 - October 2012
Generation Mortgage Co. May 2007 - November 2010
Financial Freedom May 2004 - May 2007
Skills
FHA, Reverse Mortgages, Processing, Customer Service, Mortgage Underwriting, Loan Origination, Mortgage Lending, Refinance, FHA financing, Residential Mortgages, Mortgage Banking, Credit, Loans, Mortgage Servicing, Underwriting, VA loans
Education
Heald College 2000 — 2002
Associate's degree, Business Administration
One Reverse Mortgage January 2015 - Present
Liberty Home Equity Solutions October 2012 - January 2015
Genworth Financial / Liberty Home Equity Solutions May 2010 - October 2012
Generation Mortgage Co. May 2007 - November 2010
Financial Freedom May 2004 - May 2007
Skills
FHA, Reverse Mortgages, Processing, Customer Service, Mortgage Underwriting, Loan Origination, Mortgage Lending, Refinance, FHA financing, Residential Mortgages, Mortgage Banking, Credit, Loans, Mortgage Servicing, Underwriting, VA loans
Education
Heald College 2000 — 2002
Associate's degree, Business Administration
Mary Stephan-Stanley's Financial Freedom Experience June 2004 - August 2011
Job Owner at The UPS Store
Industry Printing
Experience
The UPS Store August 2011 - Present
Financial Freedom June 2004 - August 2011
Skills
Wide Format Printing, Color Printing, Packaging, Print, Business Cards, Vinyl Banners, UPS Shipping, USPS, Posters, Mailboxes, Direct Mail, Integrated Marketing, Digital Printing, Graphic Design, Brochures, Retail Packaging, Packing, International Shipping, Accounting, Sales Operations, Sales
Education
Pittsburg State University 1982 — 1986
BSBA, Accounting
The UPS Store August 2011 - Present
Financial Freedom June 2004 - August 2011
Skills
Wide Format Printing, Color Printing, Packaging, Print, Business Cards, Vinyl Banners, UPS Shipping, USPS, Posters, Mailboxes, Direct Mail, Integrated Marketing, Digital Printing, Graphic Design, Brochures, Retail Packaging, Packing, International Shipping, Accounting, Sales Operations, Sales
Education
Pittsburg State University 1982 — 1986
BSBA, Accounting
Kathy Rutkowski Kathy Rutkowski's Financial Freedom Experience January 2007 - October 2008
Job Vice President, HECM National Division at The Federal Savings Bank
Industry Financial Services
Experience
The Federal Savings Bank July 2015 - Present
AAG April 2014 - July 2015
Standard Bank and Trust June 2010 - July 2013
MetLife Home Loans October 2008 - June 2010
Financial Freedom January 2007 - October 2008
LandAmerica Lawyers Title February 2006 - January 2007
Chicago Title Insurance Company July 2002 - January 2006
Skills
Building Relationships, Reverse Mortgages, Seniors, Mortgage, Real Estate, FHA, Loans, Mortgage Lending, Customer Service, Customer Relations, Public Speaking, FHA financing, Residential Mortgages, Mortgage Banking, Refinance, Credit, VA loans, Loan Origination, USDA, Mortgage Underwriting, Construction Loans, Commercial Mortgages, Real Estate Financing, Certified Mortgage..., Home Equity Loans, Underwriting, Home Equity, Government Loans, Credit Analysis, Home Equity Lines of..., Commercial Lending, Banking, Consumer Lending, Mortgage Marketing, FHA Financing, VA Loans
Education
University of Arizona 1982 — 1987
BS/BA, General Business
University of Arizona 1982 — 1986
Bachelor of Science (B.S.), Business Administration
York Community High School 1978 — 1982
The Federal Savings Bank July 2015 - Present
AAG April 2014 - July 2015
Standard Bank and Trust June 2010 - July 2013
MetLife Home Loans October 2008 - June 2010
Financial Freedom January 2007 - October 2008
LandAmerica Lawyers Title February 2006 - January 2007
Chicago Title Insurance Company July 2002 - January 2006
Skills
Building Relationships, Reverse Mortgages, Seniors, Mortgage, Real Estate, FHA, Loans, Mortgage Lending, Customer Service, Customer Relations, Public Speaking, FHA financing, Residential Mortgages, Mortgage Banking, Refinance, Credit, VA loans, Loan Origination, USDA, Mortgage Underwriting, Construction Loans, Commercial Mortgages, Real Estate Financing, Certified Mortgage..., Home Equity Loans, Underwriting, Home Equity, Government Loans, Credit Analysis, Home Equity Lines of..., Commercial Lending, Banking, Consumer Lending, Mortgage Marketing, FHA Financing, VA Loans
Education
University of Arizona 1982 — 1987
BS/BA, General Business
University of Arizona 1982 — 1986
Bachelor of Science (B.S.), Business Administration
York Community High School 1978 — 1982
Nadine Petel Nadine Petel's Financial Freedom Experience December 2005 - July 2007
Job Loan Consultant at Diversity Home Lending
Industry Banking
Experience
Diversity Home Lending (a division of American Pacific) November 2013 - Present
Bank of America May 2012 - September 2013
Security One Lending March 2011 - May 2011
Bank of America July 2007 - March 2011
Countrywide Bank 2007 - 2009
SN Sands Corporation February 1990 - August 2007
Financial Freedom December 2005 - July 2007
Skills
Loans, Purchase, Home, Mortgage, Mortgage Lending, Real Estate, FHA, Refinance, Franchising, Credit, Reverse Mortgages, Loan Origination, Sales, Mortgage Banking, Investment Properties, FHA financing, Government Loans, Home Equity Lines of..., Finance, Home Equity, Residential Mortgages
Education
University of Phoenix 2010 — 2013
BS, Business Management, Straight A
Skyline College 2002 — 2002
Real Estate License, Real Estate
Ohlone College 1983 — 1986
Associate Arts, Sign Language Studies
Diversity Home Lending (a division of American Pacific) November 2013 - Present
Bank of America May 2012 - September 2013
Security One Lending March 2011 - May 2011
Bank of America July 2007 - March 2011
Countrywide Bank 2007 - 2009
SN Sands Corporation February 1990 - August 2007
Financial Freedom December 2005 - July 2007
Skills
Loans, Purchase, Home, Mortgage, Mortgage Lending, Real Estate, FHA, Refinance, Franchising, Credit, Reverse Mortgages, Loan Origination, Sales, Mortgage Banking, Investment Properties, FHA financing, Government Loans, Home Equity Lines of..., Finance, Home Equity, Residential Mortgages
Education
University of Phoenix 2010 — 2013
BS, Business Management, Straight A
Skyline College 2002 — 2002
Real Estate License, Real Estate
Ohlone College 1983 — 1986
Associate Arts, Sign Language Studies
Melanie Odom Parks's Financial Freedom Experience 2003 - 2008
Job Western Regional Manager at American Advisors Group Field Sales Division
Industry Real Estate
Experience
American Advisors Group (AAG Reverse Mortgage) 2013 - Present
Liberty Home Equity Solutions (formerly Genworth Financial Home Equity Access, Inc) 2011 - 2013
MetLife 2008 - 2011
Financial Freedom 2003 - 2008
Skills
Recruiting, Training, Business Development, FHA, Loan Origination, Team Building, Customer Service, Sales, Real Estate, Loans, Leadership, Credit, Selling, Refinance, FHA financing, Residential Mortgages, Management, Certified Mortgage..., USDA, Reverse Mortgages, Home Equity Loans, Sales Management, Mortgage Lending, VA loans, Banking, Mortgage Banking, Underwriting
Education
Bakersfield College 1993 — 1997
Tehachapi High School
American Advisors Group (AAG Reverse Mortgage) 2013 - Present
Liberty Home Equity Solutions (formerly Genworth Financial Home Equity Access, Inc) 2011 - 2013
MetLife 2008 - 2011
Financial Freedom 2003 - 2008
Skills
Recruiting, Training, Business Development, FHA, Loan Origination, Team Building, Customer Service, Sales, Real Estate, Loans, Leadership, Credit, Selling, Refinance, FHA financing, Residential Mortgages, Management, Certified Mortgage..., USDA, Reverse Mortgages, Home Equity Loans, Sales Management, Mortgage Lending, VA loans, Banking, Mortgage Banking, Underwriting
Education
Bakersfield College 1993 — 1997
Tehachapi High School
Stephen Eastman's Financial Freedom Experience November 2001 - February 2010
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions May 2015 - Present
Security One Lending June 2012 - May 2015
MetLife Home Loans March 2010 - May 2012
Financial Freedom November 2001 - February 2010
Education
Husson College 1979 — 1982
Bachelor of Science (BS), Business/Accounting
Retirement Funding Solutions May 2015 - Present
Security One Lending June 2012 - May 2015
MetLife Home Loans March 2010 - May 2012
Financial Freedom November 2001 - February 2010
Education
Husson College 1979 — 1982
Bachelor of Science (BS), Business/Accounting
Labrisha Betts's Financial Freedom Experience August 2008 - January 2010
Job Grants and Development Coordinator
Industry Higher Education
Experience
The University of Texas at Austin August 2015 - Present
Texas Department of Aging and Disability Services August 2013 - August 2015
The University of Texas at Austin July 2010 - August 2013
Financial Freedom August 2008 - January 2010
Indymac Bank February 2008 - April 2008
Grande Communications Networks LLC May 2006 - October 2007
Skills
Customer Service, Time Management, Budgets, Research, Access, Microsoft Office, Administrative..., Management, Administrative..., Interviews, Filing, Negotiation, Higher Education, Microsoft Excel, Outlook, Training, Email Marketing, Administration, PowerPoint, Databases, Auditing, Project Management
Education
Austin Community College 2009 — 2011
Associate's Degree, Business Administration and Management, General
The University of Texas at Austin August 2015 - Present
Texas Department of Aging and Disability Services August 2013 - August 2015
The University of Texas at Austin July 2010 - August 2013
Financial Freedom August 2008 - January 2010
Indymac Bank February 2008 - April 2008
Grande Communications Networks LLC May 2006 - October 2007
Skills
Customer Service, Time Management, Budgets, Research, Access, Microsoft Office, Administrative..., Management, Administrative..., Interviews, Filing, Negotiation, Higher Education, Microsoft Excel, Outlook, Training, Email Marketing, Administration, PowerPoint, Databases, Auditing, Project Management
Education
Austin Community College 2009 — 2011
Associate's Degree, Business Administration and Management, General
Stephanie Phung Stephanie Phung's Financial Freedom Experience October 2006 - August 2008
Job New Business Coordinator at New England Financial, A MetLife Company
Industry Insurance
Experience
New England Financial, A MetLife Company October 2013 - February 2015
American General Life and Accident January 2011 - August 2013
Financial Freedom October 2006 - August 2008
Bosch Rexroth Shanghai, China June 2005 - June 2006
La Parilla Grill January 2004 - February 2005
Skills
Account Reconciliation, Customer Service, Invoicing, Financial Analysis, Management
Education
NAS
San Francisco State University
International Business with Marketing emphasis
New England Financial, A MetLife Company October 2013 - February 2015
American General Life and Accident January 2011 - August 2013
Financial Freedom October 2006 - August 2008
Bosch Rexroth Shanghai, China June 2005 - June 2006
La Parilla Grill January 2004 - February 2005
Skills
Account Reconciliation, Customer Service, Invoicing, Financial Analysis, Management
Education
NAS
San Francisco State University
International Business with Marketing emphasis
Holly Deutchman's Financial Freedom Experience February 2007 - September 2008
Job Sr. Project /Program Manager
Industry Banking
Experience
Mortgage Servicing Consulting Corporation September 2009 - Present
LenderLive February 2014 - August 2014
Bank of America December 2010 - November 2013
Bank of America December 2010 - June 2012
Bank of America September 2010 - December 2010
Saxon Mortgage September 2009 - August 2010
Genworth Financial April 2009 - September 2009
Financial Freedom February 2007 - September 2008
Financial Freedom Senior Funding Corp February 2007 - September 2008
Indymac Bank February 2007 - September 2008
Skills
Process Optimization, Operational Improvement, Customer Experience..., Gap Analysis, Performance Reporting, Business Process..., Vendor Management, Process Improvement, Business Analysis, Risk Management, Change Management, Project Management, Program Management, Visio, Executive Management, Project Portfolio..., Strategic Planning, PMO, Mortgage Lending, Business Requirements, Business Process..., Financial Analysis, Business Process, Cross-functional Team..., Management Consulting, Strategy, Team Building, Six Sigma, Team Leadership, Mergers, Portfolio Management, Operations Management, Requirements Gathering, Process Management, Resource Management, Software Project..., Relationship Management, Management, Leadership, Training, Business Development, Forecasting, Quality Assurance, Business Intelligence, Banking, Budgets, Outsourcing, SDLC, PMP, Analysis
Education
Orange Coast College 2014 — 2016
Psychology
Villanova University 2008 — 2009
Certified
Kearny Mesa College 1990 — 1992
Mortgage Servicing Consulting Corporation September 2009 - Present
LenderLive February 2014 - August 2014
Bank of America December 2010 - November 2013
Bank of America December 2010 - June 2012
Bank of America September 2010 - December 2010
Saxon Mortgage September 2009 - August 2010
Genworth Financial April 2009 - September 2009
Financial Freedom February 2007 - September 2008
Financial Freedom Senior Funding Corp February 2007 - September 2008
Indymac Bank February 2007 - September 2008
Skills
Process Optimization, Operational Improvement, Customer Experience..., Gap Analysis, Performance Reporting, Business Process..., Vendor Management, Process Improvement, Business Analysis, Risk Management, Change Management, Project Management, Program Management, Visio, Executive Management, Project Portfolio..., Strategic Planning, PMO, Mortgage Lending, Business Requirements, Business Process..., Financial Analysis, Business Process, Cross-functional Team..., Management Consulting, Strategy, Team Building, Six Sigma, Team Leadership, Mergers, Portfolio Management, Operations Management, Requirements Gathering, Process Management, Resource Management, Software Project..., Relationship Management, Management, Leadership, Training, Business Development, Forecasting, Quality Assurance, Business Intelligence, Banking, Budgets, Outsourcing, SDLC, PMP, Analysis
Education
Orange Coast College 2014 — 2016
Psychology
Villanova University 2008 — 2009
Certified
Kearny Mesa College 1990 — 1992
Jake Dorman Jake Dorman's Financial Freedom Experience 2008 - 2008
Job Investment Advisor at Dorman Skorheim Wealth Management, LLC
Industry Financial Services
Experience
Dorman Skorheim Wealth Management, LLC October 2013 - Present
Photo Booths for Parties January 2009 - October 2013
Financial Freedom 2008 - 2008
Irwin Home Equity 2006 - 2007
123 Loan 2001 - 2006
Skills
Small Business, Investments, Loans, Sales, Mortgage Lending, Sales Management, Selling, Residential Homes, Mortgage Banking, Credit, Real Estate, Financial Analysis, Financial Advisory, Loan Origination, Refinance, Private Events, Strategic Financial..., Investment Advisory, Investment Advisory..., Series 65, 401k Rollovers, Wealth Preservation..., Traditional IRA, Roth IRA, Trade Shows
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts, Business Administration with a Concentration in Finance
Dorman Skorheim Wealth Management, LLC October 2013 - Present
Photo Booths for Parties January 2009 - October 2013
Financial Freedom 2008 - 2008
Irwin Home Equity 2006 - 2007
123 Loan 2001 - 2006
Skills
Small Business, Investments, Loans, Sales, Mortgage Lending, Sales Management, Selling, Residential Homes, Mortgage Banking, Credit, Real Estate, Financial Analysis, Financial Advisory, Loan Origination, Refinance, Private Events, Strategic Financial..., Investment Advisory, Investment Advisory..., Series 65, 401k Rollovers, Wealth Preservation..., Traditional IRA, Roth IRA, Trade Shows
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts, Business Administration with a Concentration in Finance
Jay Bolton Jay Bolton's Financial Freedom Experience May 2005 - June 2007
Job Reverse Mortgage Consultant at Security One Lending
Industry Financial Services
Experience
Security One Lending June 2012 - Present
Metlife Bank February 2011 - June 2012
Bank of America June 2007 - February 2011
Financial Freedom May 2005 - June 2007
MetroCities Mortgage September 2003 - May 2005
Skills
Reverse Mortgages, Financial Options in..., Portfolio Protection, New Home Purchase, In-Home Healthcare..., Expense Reduction, FHA Condo Approval, Banking, Refinance, Sellers, Retirement, Home Equity, Finance, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination
Education
Susquehanna University 1966 — 1970
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Security One Lending June 2012 - Present
Metlife Bank February 2011 - June 2012
Bank of America June 2007 - February 2011
Financial Freedom May 2005 - June 2007
MetroCities Mortgage September 2003 - May 2005
Skills
Reverse Mortgages, Financial Options in..., Portfolio Protection, New Home Purchase, In-Home Healthcare..., Expense Reduction, FHA Condo Approval, Banking, Refinance, Sellers, Retirement, Home Equity, Finance, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination
Education
Susquehanna University 1966 — 1970
Bachelor of Science (B.S.), Marketing/Marketing Management, General
William Smith, CFA William Smith, CFA's Financial Freedom Experience January 2006 - November 2006
Job HECM Loan Specialist at Reverse Mortgage West
Industry Financial Services
Experience
Reverse Mortgage West August 2015 - Present
Reverse Mortgage Funding LLC January 2015 - August 2015
Security One Lending September 2010 - September 2014
Seniors Reverse Mortgage June 2008 - September 2010
First Horizon Home Loans February 2008 - June 2008
Countrywide Home Loans December 2006 - January 2008
Financial Freedom January 2006 - November 2006
Financial Freedom Senior Funding Corp. April 2003 - December 2005
Skills
Reverse Mortgages, Mortgage Lending, Residential Mortgages, Mortgage Banking, Loan Origination, Refinance, Loans, FHA, Investments, Sales, Investment Properties, FHA financing, Sales Management
Education
San Francisco State University
BA, Urban Planning
Reverse Mortgage West August 2015 - Present
Reverse Mortgage Funding LLC January 2015 - August 2015
Security One Lending September 2010 - September 2014
Seniors Reverse Mortgage June 2008 - September 2010
First Horizon Home Loans February 2008 - June 2008
Countrywide Home Loans December 2006 - January 2008
Financial Freedom January 2006 - November 2006
Financial Freedom Senior Funding Corp. April 2003 - December 2005
Skills
Reverse Mortgages, Mortgage Lending, Residential Mortgages, Mortgage Banking, Loan Origination, Refinance, Loans, FHA, Investments, Sales, Investment Properties, FHA financing, Sales Management
Education
San Francisco State University
BA, Urban Planning
Mary Louise Tesio Mary Louise Tesio's Financial Freedom Experience January 2005 - May 2009
Job Provider Relations Recruiter at CLC,Incorporated
Industry Financial Services
Experience
RPM Mortgage September 2010 - October 2013
Financial Freedom January 2005 - May 2009
Lyon Real Estate, ERA Realty, Prudential CA Realty 2000 - 2004
Fairway Loan Processing Services 1999 - 2000
Horizon Mortgage 1997 - 1999
Rancho Mortgage 1992 - 1993
Gold River Savings Bank 1989 - 1991
Cal America Savings Bank 1988 - 1989
Old Stone Mortgage 1986 - 1987
The Business Journal 1985 - 1986
Skills
Internal Auditor, Mortgage Banking, Credit, Operational Banking, Customer Account..., Customer Service..., Real Estate Sales, Advertising Sales, Branch Manager in..., Underwriting Assistant
Education
California State University-Sacramento 1975 — 1978
Bachelor of Arts Degree, Psychology
Customer Service Certification 2007 — 2008
Customer Service Certification, Financial Industry
Accredited Real Estate School 1997 — 1997
Real Estate, Obtained Real Estate license
RPM Mortgage September 2010 - October 2013
Financial Freedom January 2005 - May 2009
Lyon Real Estate, ERA Realty, Prudential CA Realty 2000 - 2004
Fairway Loan Processing Services 1999 - 2000
Horizon Mortgage 1997 - 1999
Rancho Mortgage 1992 - 1993
Gold River Savings Bank 1989 - 1991
Cal America Savings Bank 1988 - 1989
Old Stone Mortgage 1986 - 1987
The Business Journal 1985 - 1986
Skills
Internal Auditor, Mortgage Banking, Credit, Operational Banking, Customer Account..., Customer Service..., Real Estate Sales, Advertising Sales, Branch Manager in..., Underwriting Assistant
Education
California State University-Sacramento 1975 — 1978
Bachelor of Arts Degree, Psychology
Customer Service Certification 2007 — 2008
Customer Service Certification, Financial Industry
Accredited Real Estate School 1997 — 1997
Real Estate, Obtained Real Estate license
Mario Balistreri Mario Balistreri's Financial Freedom Experience March 2008 - August 2008
Job Analyst at The Croner Company
Industry Management Consulting
Experience
The Croner Company June 2013 - Present
Tiburon Strategic Advisors September 2011 - June 2013
Financial Freedom March 2008 - August 2008
Firemans Fund Insurance Company October 2007 - March 2008
Wells Fargo October 2006 - August 2007
Shott Capital Management May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Data Analysis, Risk Management, Accounting, Customer Service, Process Improvement, Finance, Analysis, Financial Reporting, Business Strategy
Education
San Francisco State University, College of Business 2009 — 2010
MBA, Business Administration
Université Nice Sophia Antipolis 2009 — 2010
Masters, International Business
Arizona State University - W. P. Carey School of Business 2001 — 2006
Bachelor of Science, Business Administration
The Croner Company June 2013 - Present
Tiburon Strategic Advisors September 2011 - June 2013
Financial Freedom March 2008 - August 2008
Firemans Fund Insurance Company October 2007 - March 2008
Wells Fargo October 2006 - August 2007
Shott Capital Management May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Data Analysis, Risk Management, Accounting, Customer Service, Process Improvement, Finance, Analysis, Financial Reporting, Business Strategy
Education
San Francisco State University, College of Business 2009 — 2010
MBA, Business Administration
Université Nice Sophia Antipolis 2009 — 2010
Masters, International Business
Arizona State University - W. P. Carey School of Business 2001 — 2006
Bachelor of Science, Business Administration
L. Paul Clausen L. Paul Clausen's Financial Freedom Experience 2006 - 2007
Job Accountant at Ellingson & Ellingson, Ltd.
Industry Accounting
Experience
Ellingson & Ellingson, Ltd. February 2008 - Present
Theatre in the Round January 2010 - October 2011
Financial Freedom 2006 - 2007
On-Site Inspection Agency January 1991 - March 1994
United States Navy January 1985 - March 1994
Education
Augsburg College 2007 — 2009
Accounting
Minnesota State University, Mankato 2004 — 2005
Certificate, Personal Financial Planning
George Mason University 1995 — 1997
BS, Finance
Defense Language Institute 1985 — 1986
Russian
Ellingson & Ellingson, Ltd. February 2008 - Present
Theatre in the Round January 2010 - October 2011
Financial Freedom 2006 - 2007
On-Site Inspection Agency January 1991 - March 1994
United States Navy January 1985 - March 1994
Education
Augsburg College 2007 — 2009
Accounting
Minnesota State University, Mankato 2004 — 2005
Certificate, Personal Financial Planning
George Mason University 1995 — 1997
BS, Finance
Defense Language Institute 1985 — 1986
Russian
Daniel Meixner MS Acct's Financial Freedom Experience October 2006 - November 2008
Job Tax Accountant at Brown Fink Boyce & Astle, LLC.
Industry Accounting
Experience
BFBA October 2013 - Present
Goodell Porter Sanchez & Bright May 2012 - October 2013
University of Phoenix November 2008 - May 2012
Financial Freedom October 2006 - November 2008
Central Pacific Mortgage September 2005 - October 2006
Skills
Accounting, Auditing, Accounts Receivable, Accounts Payable, Internal Controls, QuickBooks, Microsoft Office, Group Presentations, Staff Supervision, Cross-functional Team..., Microsoft Excel, Critical Thinking, Customer Service, Time Management, Journal Entries, Tax, Management, Tax Preparation, Lacerte, Audit Reports, Financial Statements, CCH ProSystem fx, Excel, MS Office Suite, GAAP, Payroll, Yellow Book, OMB Circular A-133
Education
University of Phoenix 2011 — 2012
Master of Science in Accountancy, Accounting, 3.7
University of Phoenix 2006 — 2010
Bachelor of Science, Business Management, 3.7
American River College 2012 — 2012
Intermediate Accounting
Casa Grande High School 1994 — 1997
High School Diploma
California State University-Sacramento
BFBA October 2013 - Present
Goodell Porter Sanchez & Bright May 2012 - October 2013
University of Phoenix November 2008 - May 2012
Financial Freedom October 2006 - November 2008
Central Pacific Mortgage September 2005 - October 2006
Skills
Accounting, Auditing, Accounts Receivable, Accounts Payable, Internal Controls, QuickBooks, Microsoft Office, Group Presentations, Staff Supervision, Cross-functional Team..., Microsoft Excel, Critical Thinking, Customer Service, Time Management, Journal Entries, Tax, Management, Tax Preparation, Lacerte, Audit Reports, Financial Statements, CCH ProSystem fx, Excel, MS Office Suite, GAAP, Payroll, Yellow Book, OMB Circular A-133
Education
University of Phoenix 2011 — 2012
Master of Science in Accountancy, Accounting, 3.7
University of Phoenix 2006 — 2010
Bachelor of Science, Business Management, 3.7
American River College 2012 — 2012
Intermediate Accounting
Casa Grande High School 1994 — 1997
High School Diploma
California State University-Sacramento
Percy Ihara Percy Ihara's Financial Freedom Experience February 2004 - October 2009
Job Publisher/Editor at Generations Magazine
Industry Marketing and Advertising
Experience
Mahalo Mortgage July 2014 - Present
Generations Magazine January 2010 - Present
Senior Lending Hawaii June 2012 - July 2014
MetLife Home Loans 2009 - 2012
Financial Freedom February 2004 - October 2009
Skills
Public Relations, Advertising, Social Media Marketing, Sales Management, Social Media, Coaching, Email Marketing, Nonprofits, Event Planning, Customer Service, Fundraising, Contract Negotiation, Online Advertising, Business Planning, Budgets, Team Building, Online Marketing, Account Management, Direct Marketing, Negotiation, Leadership, Real Estate, Management, Training, Event Management, Start-ups, B2B, FHA, Refinance, USDA, Selling, Strategy, Mortgage Banking, Sales
Education
Kapiolani Community College 1980 — 1982
Restaurant/Food Services Management
University of Hawaii at Manoa 1978 — 1980
Mid-Pacific Insitute 1976 — 1978
HS Diploma
Mahalo Mortgage July 2014 - Present
Generations Magazine January 2010 - Present
Senior Lending Hawaii June 2012 - July 2014
MetLife Home Loans 2009 - 2012
Financial Freedom February 2004 - October 2009
Skills
Public Relations, Advertising, Social Media Marketing, Sales Management, Social Media, Coaching, Email Marketing, Nonprofits, Event Planning, Customer Service, Fundraising, Contract Negotiation, Online Advertising, Business Planning, Budgets, Team Building, Online Marketing, Account Management, Direct Marketing, Negotiation, Leadership, Real Estate, Management, Training, Event Management, Start-ups, B2B, FHA, Refinance, USDA, Selling, Strategy, Mortgage Banking, Sales
Education
Kapiolani Community College 1980 — 1982
Restaurant/Food Services Management
University of Hawaii at Manoa 1978 — 1980
Mid-Pacific Insitute 1976 — 1978
HS Diploma
Meg Murphy's Financial Freedom Experience February 2008 - May 2010
Job CMPS® Home Loan Consultant NMLSR ID 955614 at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage October 2011 - December 2012
Stearns Lending June 2010 - August 2011
Financial Freedom February 2008 - May 2010
Countrywide Home Loans April 2001 - September 2007
Neale-May & Partners, Public Relations June 2000 - March 2001
Donaldson, Lufkin & Jenrette November 1999 - May 2000
Cohen Financial Group November 1998 - July 1999
Countrywide Home Loans March 1997 - November 1998
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Integrity, Positive Team Player, Residential Mortgages, VA loans, Credit, Loan Origination, Hands-on Problem Solver, Real Estate Transactions, Highly detail oriented, Mortgage Underwriting, Adaptable, Creative, Vibrant, Real Estate Financing, Proactive, Committed, Personal Integrity, Resourceful, Confident, Driven, Decisive, Energetic, Trustworthy, Non Conforming Financing, Reverse Mortgages, Customer Satisfaction, Jumbo Mortgage, Fannie Mae, Freddie Mac, Fixed Rate Loans, Adjustable Rate Loans, New Home Construction, Builder/ New..., Condo Specialist, Union Plus, Home Equity Loans, High Net Worth..., Super Jumbo, Foreign National Loans
Education
University of San Diego 1993 — 1996
BA, Political Science
Semester At Sea 1995 — 1995
ISE via University of Pittsburgh, I sailed around the world at 15 miles an hour
University of Arizona 1991 — 1993
General Education
SMHS 1988 — 1991
Pasadena City College
Continuing Education/Enrichment
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage October 2011 - December 2012
Stearns Lending June 2010 - August 2011
Financial Freedom February 2008 - May 2010
Countrywide Home Loans April 2001 - September 2007
Neale-May & Partners, Public Relations June 2000 - March 2001
Donaldson, Lufkin & Jenrette November 1999 - May 2000
Cohen Financial Group November 1998 - July 1999
Countrywide Home Loans March 1997 - November 1998
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Integrity, Positive Team Player, Residential Mortgages, VA loans, Credit, Loan Origination, Hands-on Problem Solver, Real Estate Transactions, Highly detail oriented, Mortgage Underwriting, Adaptable, Creative, Vibrant, Real Estate Financing, Proactive, Committed, Personal Integrity, Resourceful, Confident, Driven, Decisive, Energetic, Trustworthy, Non Conforming Financing, Reverse Mortgages, Customer Satisfaction, Jumbo Mortgage, Fannie Mae, Freddie Mac, Fixed Rate Loans, Adjustable Rate Loans, New Home Construction, Builder/ New..., Condo Specialist, Union Plus, Home Equity Loans, High Net Worth..., Super Jumbo, Foreign National Loans
Education
University of San Diego 1993 — 1996
BA, Political Science
Semester At Sea 1995 — 1995
ISE via University of Pittsburgh, I sailed around the world at 15 miles an hour
University of Arizona 1991 — 1993
General Education
SMHS 1988 — 1991
Pasadena City College
Continuing Education/Enrichment
John W. Killinger John W. Killinger's Financial Freedom Experience July 2007 - February 2009
Job Sr. Technical Support Engineer at Lexmark Enterprise Software
Industry Information Technology and Services
Experience
Lexmark Enterprise Software December 2013 - Present
John W. Killinger Photography November 2009 - Present
JK Digital Services February 2006 - Present
Kofax February 2009 - December 2013
Financial Freedom July 2007 - February 2009
St. Andrew's By-the-Sea United Methodist Church January 2003 - June 2007
Burbank First United Methodist Church October 1996 - December 2002
WGRN-FM August 1991 - May 1995
Education
Fuller Theological Seminary 1998 — 2005
Masters, Divinity
Greenville College 1991 — 1995
BA, Pastoral Ministries
Lexmark Enterprise Software December 2013 - Present
John W. Killinger Photography November 2009 - Present
JK Digital Services February 2006 - Present
Kofax February 2009 - December 2013
Financial Freedom July 2007 - February 2009
St. Andrew's By-the-Sea United Methodist Church January 2003 - June 2007
Burbank First United Methodist Church October 1996 - December 2002
WGRN-FM August 1991 - May 1995
Education
Fuller Theological Seminary 1998 — 2005
Masters, Divinity
Greenville College 1991 — 1995
BA, Pastoral Ministries
Amanda Maggi, Esq.'s Financial Freedom Experience November 2004 - August 2005
Job ClientFocused Professional, Experienced Attorney with Financial Industry Expertise
Industry Law Practice
Experience
Falk, Cornell & Associates, LLP April 2010 - March 2012
University of Colorado Law School May 2007 - October 2007
Financial Freedom November 2004 - August 2005
San Francisco Arts and Humanities Seminars 2004 - 2004
Morgan, Franich, Fredkin & Marsh October 2001 - June 2002
Skills
Key Client Relationships, Account Management, Financial Planning, Solution Selling, Issue Resolution, Staff Training and..., Multi-Project Management, Presentations, Time Management, Networking, Website & Blog..., Organizational..., Verbal/Written..., Westlaw, Project Management, Strategic Financial..., Legal Writing, Trusts, Estate Planning, Pleadings, Wills, Legal Research, Civil Litigation, Microsoft Excel, Microsoft Office, Litigation, Research
Education
University of Colorado Law School
Juris Doctor
University of California, Berkeley
Bachelor of Arts, Political Science
Falk, Cornell & Associates, LLP April 2010 - March 2012
University of Colorado Law School May 2007 - October 2007
Financial Freedom November 2004 - August 2005
San Francisco Arts and Humanities Seminars 2004 - 2004
Morgan, Franich, Fredkin & Marsh October 2001 - June 2002
Skills
Key Client Relationships, Account Management, Financial Planning, Solution Selling, Issue Resolution, Staff Training and..., Multi-Project Management, Presentations, Time Management, Networking, Website & Blog..., Organizational..., Verbal/Written..., Westlaw, Project Management, Strategic Financial..., Legal Writing, Trusts, Estate Planning, Pleadings, Wills, Legal Research, Civil Litigation, Microsoft Excel, Microsoft Office, Litigation, Research
Education
University of Colorado Law School
Juris Doctor
University of California, Berkeley
Bachelor of Arts, Political Science
Jo Lynn Mahan's Financial Freedom Experience May 2006 - March 2007
Job eCommerce Manager
Industry Internet
Experience
CabinetCorp.com February 2014 - Present
EYStudios August 2010 - January 2014
River Supply April 2009 - August 2009
Financial Freedom May 2006 - March 2007
Community Trust Bank July 2005 - May 2006
Skills
Account Management, Customer Service, E-commerce, Management, Marketing, Time Management, Editing, Social Media, Brand Development, Advertising, Teamwork, Social Media Marketing, Email Marketing, Professional Writing, Branding & Identity, Proofreading, Communication, Positive Energy, Website Development, Marketing Strategy, Leadership, Sales
Education
Kennesaw State University 2005 — 2010
Bachelor of Science (B.S.), Communication and Media Studies, 3.7
CabinetCorp.com February 2014 - Present
EYStudios August 2010 - January 2014
River Supply April 2009 - August 2009
Financial Freedom May 2006 - March 2007
Community Trust Bank July 2005 - May 2006
Skills
Account Management, Customer Service, E-commerce, Management, Marketing, Time Management, Editing, Social Media, Brand Development, Advertising, Teamwork, Social Media Marketing, Email Marketing, Professional Writing, Branding & Identity, Proofreading, Communication, Positive Energy, Website Development, Marketing Strategy, Leadership, Sales
Education
Kennesaw State University 2005 — 2010
Bachelor of Science (B.S.), Communication and Media Studies, 3.7
Kenyon Meeks Kenyon Meeks's Financial Freedom Experience January 2010 - Present
Job Business Consultant, Entrepreneur
Industry Public Relations and Communications
Experience
Meeks Mentoring January 2010 - Present
Boys Latin Charter School of Philadelphia January 2010 - Present
Financial Freedom January 2010 - Present
Mercy Hospital of Philadelphia September 2008 - Present
Mentor Me / Boys Latin January 2007 - Present
Skills
Event Planning, Community Outreach, Social Media, Nonprofits, Social Networking, Public Speaking, Event Management, Public Relations, Fundraising, Program Development, Customer Service, Research, Editing, Leadership, Teaching, Leadership Development, Team Building, Volunteer Management, Microsoft Office, Social Media Marketing, Business Development, Facebook, Community Development, Email Marketing, Marketing, Marketing Strategy
Education
Morgan State University 2002 — 2004
Indiana University of Pennsylvania 1996 — 1998
Meeks Mentoring January 2010 - Present
Boys Latin Charter School of Philadelphia January 2010 - Present
Financial Freedom January 2010 - Present
Mercy Hospital of Philadelphia September 2008 - Present
Mentor Me / Boys Latin January 2007 - Present
Skills
Event Planning, Community Outreach, Social Media, Nonprofits, Social Networking, Public Speaking, Event Management, Public Relations, Fundraising, Program Development, Customer Service, Research, Editing, Leadership, Teaching, Leadership Development, Team Building, Volunteer Management, Microsoft Office, Social Media Marketing, Business Development, Facebook, Community Development, Email Marketing, Marketing, Marketing Strategy
Education
Morgan State University 2002 — 2004
Indiana University of Pennsylvania 1996 — 1998
Cindi Martin Cindi Martin's Financial Freedom Experience November 2007 - July 2008
Job Reverse Mortgage Advisor and Sales Coordinator at Liberty Home Equity Solutions, Inc.
Industry Financial Services
Experience
Liberty Home Equity Solutions, Inc. January 2013 - Present
Security One Lending November 2011 - December 2012
Wells Fargo Home Mortgage June 2011 - September 2011
Bank of America Home Loans August 2008 - March 2011
Financial Freedom November 2007 - July 2008
American Advisors Group February 2007 - November 2007
Wells Fargo October 2000 - December 2006
Skills
Reverse Mortgages, FHA, Loan Origination, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages, Loans, FHA financing, Credit, Home Equity, Real Estate, Banking, Seniors, Government Loans, Real Estate Financing, Home Equity Loans, Retirement, Real Estate Transactions, Home Equity Lines of..., Retirement Planning
Education
Eastern Washington University 1982 — 1984
BA, Education
Liberty Home Equity Solutions, Inc. January 2013 - Present
Security One Lending November 2011 - December 2012
Wells Fargo Home Mortgage June 2011 - September 2011
Bank of America Home Loans August 2008 - March 2011
Financial Freedom November 2007 - July 2008
American Advisors Group February 2007 - November 2007
Wells Fargo October 2000 - December 2006
Skills
Reverse Mortgages, FHA, Loan Origination, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages, Loans, FHA financing, Credit, Home Equity, Real Estate, Banking, Seniors, Government Loans, Real Estate Financing, Home Equity Loans, Retirement, Real Estate Transactions, Home Equity Lines of..., Retirement Planning
Education
Eastern Washington University 1982 — 1984
BA, Education
Edgard Aedo Edgard Aedo's Financial Freedom Experience October 2007 - January 2008
Job Quality Assurance Agent at Howard Law, PC
Industry Legal Services
Experience
Howard Law, PC June 2015 - Present
MDRX Services September 2012 - June 2015
Morgan Drexen May 2009 - September 2012
Kelley Blue Book February 2008 - March 2009
Financial Freedom October 2007 - January 2008
Skills
Windows, Call Centers, Microsoft Office, Outlook, Microsoft Word, OS X, Microsoft Excel, PowerPoint, Adobe Acrobat, Comic Book Illustration, Technical Writing, Editing, Data Entry, Mac OS X, Photoshop, Illustrator, Compliance, Software Documentation, Customer Service, Negotiation, Sales Management, Marketing
Education
California State University-Monterey Bay 2010 — 2010
Paralegal Studies, Legal Assistant/Paralegal
DeVry University-California 1997 — 2000
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Don Antonio Lugo High School 1993 — 1997
Howard Law, PC June 2015 - Present
MDRX Services September 2012 - June 2015
Morgan Drexen May 2009 - September 2012
Kelley Blue Book February 2008 - March 2009
Financial Freedom October 2007 - January 2008
Skills
Windows, Call Centers, Microsoft Office, Outlook, Microsoft Word, OS X, Microsoft Excel, PowerPoint, Adobe Acrobat, Comic Book Illustration, Technical Writing, Editing, Data Entry, Mac OS X, Photoshop, Illustrator, Compliance, Software Documentation, Customer Service, Negotiation, Sales Management, Marketing
Education
California State University-Monterey Bay 2010 — 2010
Paralegal Studies, Legal Assistant/Paralegal
DeVry University-California 1997 — 2000
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Don Antonio Lugo High School 1993 — 1997
Jay Bolton Jay Bolton's Financial Freedom Experience May 2005 - March 2009
Job Reverse Mortgage Consultant at MetLife Home Loans
Industry Financial Services
Experience
MetLife Home Loans March 2011 - Present
Bank of America April 2009 - March 2011
Financial Freedom May 2005 - March 2009
MetroCities Mortgage June 2003 - May 2005
Education
Susquehanna University 1966 — 1971
Bachelor of Science, Marketing Management
MetLife Home Loans March 2011 - Present
Bank of America April 2009 - March 2011
Financial Freedom May 2005 - March 2009
MetroCities Mortgage June 2003 - May 2005
Education
Susquehanna University 1966 — 1971
Bachelor of Science, Marketing Management
Fraser Tod Fraser Tod's Financial Freedom Experience September 2007 - November 2008
Job Strategic Support at Liberty Home Equity Solutions
Industry Financial Services
Experience
Liberty Home Equity Solutions January 2013 - Present
Liberty Home Equity Solutions (a Genworth company purchased by Ocwen) February 2011 - Present
Genworth Financial November 2008 - February 2011
Financial Freedom September 2007 - November 2008
Nationstar Mortgage November 2006 - September 2007
Skills
Reverse Mortgages, Sales Management, Market Planning, Budgeting, Business Planning, Mortgage Lending, Account Management, Strategy, Project Management, Loans, Budgets, Contract Negotiation, Team Building, Leadership, Coaching, Business Strategy, New Business Development, Salesforce.com, Process Improvement, Sales, Cross-functional Team..., Selling, Marketing, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Business
University of Nottingham 2003 — 2006
BA, History
Liberty Home Equity Solutions January 2013 - Present
Liberty Home Equity Solutions (a Genworth company purchased by Ocwen) February 2011 - Present
Genworth Financial November 2008 - February 2011
Financial Freedom September 2007 - November 2008
Nationstar Mortgage November 2006 - September 2007
Skills
Reverse Mortgages, Sales Management, Market Planning, Budgeting, Business Planning, Mortgage Lending, Account Management, Strategy, Project Management, Loans, Budgets, Contract Negotiation, Team Building, Leadership, Coaching, Business Strategy, New Business Development, Salesforce.com, Process Improvement, Sales, Cross-functional Team..., Selling, Marketing, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Business
University of Nottingham 2003 — 2006
BA, History
Beverly Allen Beverly Allen's Financial Freedom Experience June 1997 - January 2002
Job Program Manager's Assistant at SEMATECH
Industry Nanotechnology
Michael Bender Michael Bender's Financial Freedom Experience June 2008 - May 2010
Job Regional Sales Director at ACH Trust
Industry Financial Services
Experience
ACHTrust May 2015 - Present
Stonegate Mortgage Corporation, NYSE: SGM February 2012 - May 2015
ICBA Mortgage Solutions March 2011 - March 2012
Genworth Financial May 2010 - March 2011
Financial Freedom June 2008 - May 2010
1st National Lending Services March 2006 - September 2007
Union Federal Bank / Waterfield Mortgage / American Home Mortgage January 2005 - March 2006
AmTrust Bank 2003 - 2003
PHH Mortgage 1996 - 2003
Skills
Mortgage, Banking, Loans, Mortgage Lending, FHA, Mortgage Banking, Refinance, Conventional, VA, Loan Origination, Credit, Underwriting, Sales Management, USDA, Real Estate, Purchase, New Business Development, Residential, Team Building, Negotiation, Coaching, Account Management, Strategic Planning, Consultative Selling, Financial Analysis, Wholesale, Problem Solving, Construction Loans, Product Development, Funding, Commercial Lending, Business Planning, Investment Properties, Business Strategy, Correspondent Banking, Selling, Residential Mortgages, Leadership, FHA financing, Management, VA loans, Reverse Mortgages, Sales, Mergers & Acquisitions, Certified Mortgage..., Residential Homes, VA Loans, Business Development
Education
Shippensburg University of Pennsylvania 1983 — 1987
BA, Public Relations/Communications Journalism
ACHTrust May 2015 - Present
Stonegate Mortgage Corporation, NYSE: SGM February 2012 - May 2015
ICBA Mortgage Solutions March 2011 - March 2012
Genworth Financial May 2010 - March 2011
Financial Freedom June 2008 - May 2010
1st National Lending Services March 2006 - September 2007
Union Federal Bank / Waterfield Mortgage / American Home Mortgage January 2005 - March 2006
AmTrust Bank 2003 - 2003
PHH Mortgage 1996 - 2003
Skills
Mortgage, Banking, Loans, Mortgage Lending, FHA, Mortgage Banking, Refinance, Conventional, VA, Loan Origination, Credit, Underwriting, Sales Management, USDA, Real Estate, Purchase, New Business Development, Residential, Team Building, Negotiation, Coaching, Account Management, Strategic Planning, Consultative Selling, Financial Analysis, Wholesale, Problem Solving, Construction Loans, Product Development, Funding, Commercial Lending, Business Planning, Investment Properties, Business Strategy, Correspondent Banking, Selling, Residential Mortgages, Leadership, FHA financing, Management, VA loans, Reverse Mortgages, Sales, Mergers & Acquisitions, Certified Mortgage..., Residential Homes, VA Loans, Business Development
Education
Shippensburg University of Pennsylvania 1983 — 1987
BA, Public Relations/Communications Journalism
Laura K. Jennings Laura K. Jennings's Financial Freedom Experience March 2008 - November 2009
Job Concept Artist, 3D Modeler, Texture Artist, Illustrator
Industry Computer Games
Experience
GameSalad, Inc May 2011 - Present
Financial Freedom March 2008 - November 2009
L337 Media May 2008 - November 2008
Gifts That Bloom August 2007 - November 2007
Shard Studios May 2007 - November 2007
Education
Austin Community College 2007 — 2010
Associate of Applied Science, Video Game Art
GameSalad, Inc May 2011 - Present
Financial Freedom March 2008 - November 2009
L337 Media May 2008 - November 2008
Gifts That Bloom August 2007 - November 2007
Shard Studios May 2007 - November 2007
Education
Austin Community College 2007 — 2010
Associate of Applied Science, Video Game Art
John K. (JK) Lunde John K. (JK) Lunde's Financial Freedom Experience March 2004 - March 2007
Job Reverse Mortgage Industry Expert | Financial Modeler | Business Intelligence
Industry Financial Services
Experience
Reverse Market Insight (RMI) March 2007 - Present
National Reverse Mortgage Lenders Association January 2011 - Present
Financial Freedom March 2004 - March 2007
AT&T Wireless April 2003 - October 2003
Cendant Settlement Services Group March 2002 - April 2003
Acquisition Group September 2001 - March 2002
MetaMarkets.com June 2000 - August 2001
Wells Fargo Bank August 1996 - June 1999
Skills
Business Intelligence, Balanced Scorecard, Market Analysis, Competitive Intelligence, Reverse Mortgages, Metrics, KPI, Modeling, Financial Analysis, Forecasting, Financial Modeling, Risk Management, Strategic Planning, Process Improvement, Due Diligence, Business Planning, Key Performance..., Mergers & Acquisitions, Loan Origination, Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Business Strategy, FHA, Valuation, Management Consulting, Analytics, Residential Mortgages, Executive Management, Real Estate, Portfolio Management, Strategy, Financial Services, Finance, Analysis, Product Management, Strategic Financial..., Management, Investments, Securities, Funding, Refinance, Equities, Start-ups, Venture Capital, Financial Structuring, Retirement
Education
California State University San Bernardino 1996 — 2001
BS
Eisenhower High School 1992 — 1996
Diploma
Reverse Market Insight (RMI) March 2007 - Present
National Reverse Mortgage Lenders Association January 2011 - Present
Financial Freedom March 2004 - March 2007
AT&T Wireless April 2003 - October 2003
Cendant Settlement Services Group March 2002 - April 2003
Acquisition Group September 2001 - March 2002
MetaMarkets.com June 2000 - August 2001
Wells Fargo Bank August 1996 - June 1999
Skills
Business Intelligence, Balanced Scorecard, Market Analysis, Competitive Intelligence, Reverse Mortgages, Metrics, KPI, Modeling, Financial Analysis, Forecasting, Financial Modeling, Risk Management, Strategic Planning, Process Improvement, Due Diligence, Business Planning, Key Performance..., Mergers & Acquisitions, Loan Origination, Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Business Strategy, FHA, Valuation, Management Consulting, Analytics, Residential Mortgages, Executive Management, Real Estate, Portfolio Management, Strategy, Financial Services, Finance, Analysis, Product Management, Strategic Financial..., Management, Investments, Securities, Funding, Refinance, Equities, Start-ups, Venture Capital, Financial Structuring, Retirement
Education
California State University San Bernardino 1996 — 2001
BS
Eisenhower High School 1992 — 1996
Diploma
Paul Lauterjung's Financial Freedom Experience January 1995 - April 2003
Job Assistant Statewide Coordinator for AdoptaHighway Program at Caltrans
Industry Information Technology and Services
Experience
Caltrans December 2012 - Present
KellerWilliams/The Burton Group September 2010 - April 2011
New York Life/Bankers Life Insurance Company June 2005 - April 2010
HOMEQ SERVICING June 2004 - December 2004
Wells Fargo Home Mortgage November 2001 - April 2003
Financial Freedom January 1995 - April 2003
CISCO SYSTEMS, INC August 2000 - November 2001
CALIFORNIA STATE AUTOMOBILE ASSOCIATION April 1997 - August 2000
BLUE SHIELD OF CALIFORNIA April 1994 - January 1995
Skills
Project Management, Program Management, Process Improvement, Change Management, Marketing, Technical Writing, Data Analysis, Team Building, Team Leadership, Vendor Management, Coaching, Strategic Planning, Business Analysis, Leadership, Public Speaking, Cross-functional Team..., CRM
Education
Pepperdine University
BSM, Business Management
Pepperdine University
Bachelor of Science (B.S.), Business Administration and Management, General
Caltrans December 2012 - Present
KellerWilliams/The Burton Group September 2010 - April 2011
New York Life/Bankers Life Insurance Company June 2005 - April 2010
HOMEQ SERVICING June 2004 - December 2004
Wells Fargo Home Mortgage November 2001 - April 2003
Financial Freedom January 1995 - April 2003
CISCO SYSTEMS, INC August 2000 - November 2001
CALIFORNIA STATE AUTOMOBILE ASSOCIATION April 1997 - August 2000
BLUE SHIELD OF CALIFORNIA April 1994 - January 1995
Skills
Project Management, Program Management, Process Improvement, Change Management, Marketing, Technical Writing, Data Analysis, Team Building, Team Leadership, Vendor Management, Coaching, Strategic Planning, Business Analysis, Leadership, Public Speaking, Cross-functional Team..., CRM
Education
Pepperdine University
BSM, Business Management
Pepperdine University
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Riebe Chris Riebe's Financial Freedom Experience March 2004 - February 2008
Job Realtor / CA DRE #01920795
Industry Real Estate
Experience
RE/MAX Premier Realty August 2012 - Present
BluePay Processing, LLC October 2008 - July 2010
Financial Freedom March 2004 - February 2008
Senior Lending Network 2008 - 2008
Jackson National Life 2000 - 2001
Allstate July 1999 - October 2000
Equitable Distributors, Inc. 1997 - 1999
Skills
Account Management, Sales Management, Reverse Mortgages, Mortgage Lending, New Business Development, Mortgage Banking, Sales, Strategic Planning, Lead Generation, Customer Service, Loans, Business Development, Marketing Strategy, Sales Operations, Salesforce.com
Education
Penn State University 1994 — 1997
BA, Psychology
Irvine Valley College 1992 — 1994
Woodbridge High School 1988 — 1992
RE/MAX Premier Realty August 2012 - Present
BluePay Processing, LLC October 2008 - July 2010
Financial Freedom March 2004 - February 2008
Senior Lending Network 2008 - 2008
Jackson National Life 2000 - 2001
Allstate July 1999 - October 2000
Equitable Distributors, Inc. 1997 - 1999
Skills
Account Management, Sales Management, Reverse Mortgages, Mortgage Lending, New Business Development, Mortgage Banking, Sales, Strategic Planning, Lead Generation, Customer Service, Loans, Business Development, Marketing Strategy, Sales Operations, Salesforce.com
Education
Penn State University 1994 — 1997
BA, Psychology
Irvine Valley College 1992 — 1994
Woodbridge High School 1988 — 1992
Lisa Pace Lisa Pace's Financial Freedom Experience July 2007 - May 2009
Job Contact Center Supervisor Pick N Pull
Industry Automotive
Experience
Pick n Pull December 2013 - Present
Rezolve Group INC November 2011 - November 2013
Freedom Debt Relief September 2009 - November 2010
Financial Freedom July 2007 - May 2009
Indymac Bank January 2003 - July 2007
Indymac Bank September 1989 - January 2003
Skills
ACD, Call Recording, Dialers, Call Routing, Supervising, Employee Evaluation, Managing Others, Training Staff, Management, Call Center, Employee Training, Program Management, Call Centers, Loan Servicing, Call Logging, Coaching, Performance Management, Project Management, Software Documentation, Training, Quality Assurance, Mortgage Lending, Loss Mitigation, Loans, Hiring, Customer Service
Education
Hayward High School
Diploma
Heald College
Pick n Pull December 2013 - Present
Rezolve Group INC November 2011 - November 2013
Freedom Debt Relief September 2009 - November 2010
Financial Freedom July 2007 - May 2009
Indymac Bank January 2003 - July 2007
Indymac Bank September 1989 - January 2003
Skills
ACD, Call Recording, Dialers, Call Routing, Supervising, Employee Evaluation, Managing Others, Training Staff, Management, Call Center, Employee Training, Program Management, Call Centers, Loan Servicing, Call Logging, Coaching, Performance Management, Project Management, Software Documentation, Training, Quality Assurance, Mortgage Lending, Loss Mitigation, Loans, Hiring, Customer Service
Education
Hayward High School
Diploma
Heald College
Ken Sawan Ken Sawan's Financial Freedom Experience 1999 - 2008
Job Reverse Area Sales Manager at HomeBridge Financial Services, Inc.
Industry Banking
Experience
HomeBridge Financial Services, Inc. May 2015 - Present
360 Mortgage Group June 2014 - Present
Urban Financial of America LLC (fka Urban Financial Group) March 2012 - March 2014
REMN Wholesale 2014 - 2014
MetLife Bank May 2008 - January 2012
Financial Freedom 1999 - 2008
Skills
Reverse Mortgages, FHA, Mortgage Lending, Banking, Loans, Mortgage Banking, Management, Loan Origination, Sales Management, Refinance, Finance, Sales, Credit, USDA, VA loans, FHA financing, Commercial Mortgages, Training, Residential Mortgages, Call Centers, Underwriting, Investments
Education
The University of Akron 1979 — 1983
Bachelors of Science, Political Science
HomeBridge Financial Services, Inc. May 2015 - Present
360 Mortgage Group June 2014 - Present
Urban Financial of America LLC (fka Urban Financial Group) March 2012 - March 2014
REMN Wholesale 2014 - 2014
MetLife Bank May 2008 - January 2012
Financial Freedom 1999 - 2008
Skills
Reverse Mortgages, FHA, Mortgage Lending, Banking, Loans, Mortgage Banking, Management, Loan Origination, Sales Management, Refinance, Finance, Sales, Credit, USDA, VA loans, FHA financing, Commercial Mortgages, Training, Residential Mortgages, Call Centers, Underwriting, Investments
Education
The University of Akron 1979 — 1983
Bachelors of Science, Political Science
Carlette Emperator Carlette Emperator's Financial Freedom Experience April 2001 - May 2003
Job DE Underwriter
Industry Financial Services
Experience
Open Mortgage, LLC May 2013 - Present
Network Funding, LP December 2012 - May 2013
Open Mortgage, LLC July 2011 - December 2012
OneWest Bank/Financial Freedom April 2008 - June 2011
Indymac Bank/Financial Freedom October 2005 - April 2008
Lehman Brothers/ Financial Freedom April 2003 - October 2005
Financial Freedom April 2001 - May 2003
Skills
FHA, Mortgage Lending, Loan Origination, Mortgage Banking, Loans, Credit, Underwriting, Credit Analysis, Mortgage Underwriting, Government Loans, Reverse Mortgages, Refinance, Training, Closings, Appraisals, Customer Service, FHA financing, Banking, Finance, Insurance, Loan Servicing, Management, Real Estate, Residential Mortgages, Sales, USDA, Loss Mitigation, Portfolio Management, VA loans, Mortgage Servicing, Investments, First Time Home Buyers, Post Closing, VA Loans, FHA Financing
Education
Broward Community College 1994 — 1997
Associates, Business
Open Mortgage, LLC May 2013 - Present
Network Funding, LP December 2012 - May 2013
Open Mortgage, LLC July 2011 - December 2012
OneWest Bank/Financial Freedom April 2008 - June 2011
Indymac Bank/Financial Freedom October 2005 - April 2008
Lehman Brothers/ Financial Freedom April 2003 - October 2005
Financial Freedom April 2001 - May 2003
Skills
FHA, Mortgage Lending, Loan Origination, Mortgage Banking, Loans, Credit, Underwriting, Credit Analysis, Mortgage Underwriting, Government Loans, Reverse Mortgages, Refinance, Training, Closings, Appraisals, Customer Service, FHA financing, Banking, Finance, Insurance, Loan Servicing, Management, Real Estate, Residential Mortgages, Sales, USDA, Loss Mitigation, Portfolio Management, VA loans, Mortgage Servicing, Investments, First Time Home Buyers, Post Closing, VA Loans, FHA Financing
Education
Broward Community College 1994 — 1997
Associates, Business
Bill Graves Bill Graves's Financial Freedom Experience September 2007 - July 2010
Job Area Sales Manager at American Advisors Group (AAG Reverse Mortgage)
Industry Banking
Experience
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers, Inc August 2013 - Present
Atlantic Bay Mortgage Group, LLC June 2012 - June 2013
MetLife Home Loans August 2010 - June 2012
Financial Freedom September 2007 - July 2010
Skills
Mortgage Banking, Mortgage Lending, Reverse Mortgages, Loan Origination, Commercial Airplane and..., Facilities Engineering
Education
The Ohio State University
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers, Inc August 2013 - Present
Atlantic Bay Mortgage Group, LLC June 2012 - June 2013
MetLife Home Loans August 2010 - June 2012
Financial Freedom September 2007 - July 2010
Skills
Mortgage Banking, Mortgage Lending, Reverse Mortgages, Loan Origination, Commercial Airplane and..., Facilities Engineering
Education
The Ohio State University
LaKeesha Andrews LaKeesha Andrews's Financial Freedom Experience December 2005 - November 2008
Job Medicare Analyst at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of NJ August 2011 - Present
Pitman, Klachko, Yeum, LLC April 2009 - July 2011
Financial Freedom December 2005 - November 2008
AppleOne Employment Services June 2005 - August 2005
Cerney & Ivey Engineers Inc April 2005 - June 2005
Education
Sanford Brown Institute
Diploma
Union County College
Horizon Blue Cross Blue Shield of NJ August 2011 - Present
Pitman, Klachko, Yeum, LLC April 2009 - July 2011
Financial Freedom December 2005 - November 2008
AppleOne Employment Services June 2005 - August 2005
Cerney & Ivey Engineers Inc April 2005 - June 2005
Education
Sanford Brown Institute
Diploma
Union County College
Alissa Shively's Financial Freedom Experience August 2006 - May 2009
Job Senior Business Analyst at Rosetta
Industry Consumer Goods
Experience
Rosetta July 2014 - Present
Red Planet Consulting February 2002 - Present
Simply Color Lab September 2010 - March 2011
Financial Freedom August 2006 - May 2009
Keller Graduate School of Management 2006 - 2008
CPI Corporation 1998 - 2002
Crown Optical / Crown Vision 1996 - 1998
Skills
Marketing, Brand Management, Marketing Communications, Advertising, Loyalty Programs, Marketing Strategy, Direct Marketing, Negotiation, Management, Product Development, Strategy, Forecasting, Product Management, Brand Development, Entrepreneurship, Retail, Public Relations, Email Marketing, Integrated Marketing, Online Marketing, Product Marketing, Social Media Marketing, Sales
Education
Lindenwood University 1997 — 1998
M.A., Corporate Communications
Hiram College 1988 — 1992
B.A., Communications
Labrae High School
Academic
Rosetta July 2014 - Present
Red Planet Consulting February 2002 - Present
Simply Color Lab September 2010 - March 2011
Financial Freedom August 2006 - May 2009
Keller Graduate School of Management 2006 - 2008
CPI Corporation 1998 - 2002
Crown Optical / Crown Vision 1996 - 1998
Skills
Marketing, Brand Management, Marketing Communications, Advertising, Loyalty Programs, Marketing Strategy, Direct Marketing, Negotiation, Management, Product Development, Strategy, Forecasting, Product Management, Brand Development, Entrepreneurship, Retail, Public Relations, Email Marketing, Integrated Marketing, Online Marketing, Product Marketing, Social Media Marketing, Sales
Education
Lindenwood University 1997 — 1998
M.A., Corporate Communications
Hiram College 1988 — 1992
B.A., Communications
Labrae High School
Academic
Leonard Hill Leonard Hill's Financial Freedom Experience July 2007 - August 2010
Job Reverse Mortgage Consultant at 1st Financial Reverse Mortgages
Industry Banking
Experience
First Financial Reverse Mortgages May 2013 - Present
First Century Bank July 2011 - April 2013
MetLife Bank August 2010 - June 2011
Financial Freedom July 2007 - August 2010
Retirement Plan Design August 1997 - July 2007
Skills
Mortgage Lending, FHA, Mortgage, Reverse Mortgages, Loans, Mortgage Banking, Residential Mortgages, Refinance, FHA financing, Loan Origination, Banking, Investment Properties, Credit Analysis, FHA Financing
Education
Georgia State University 1983 — 1985
BBA, CIS
Dekalb Community College 1981 — 1982
AB, Economics, Business law
Milligan College 1980 — 1981
Psychology
First Financial Reverse Mortgages May 2013 - Present
First Century Bank July 2011 - April 2013
MetLife Bank August 2010 - June 2011
Financial Freedom July 2007 - August 2010
Retirement Plan Design August 1997 - July 2007
Skills
Mortgage Lending, FHA, Mortgage, Reverse Mortgages, Loans, Mortgage Banking, Residential Mortgages, Refinance, FHA financing, Loan Origination, Banking, Investment Properties, Credit Analysis, FHA Financing
Education
Georgia State University 1983 — 1985
BBA, CIS
Dekalb Community College 1981 — 1982
AB, Economics, Business law
Milligan College 1980 — 1981
Psychology
Dave Gomer Dave Gomer's Financial Freedom Experience June 1998 - April 2001
Job Certified Reverse Mortgage Professional (CRMP)
Industry Financial Services
Experience
Senior Funding Associates April 2001 - Present
Financial Freedom June 1998 - April 2001
Transamerica Homefirst February 1994 - June 1998
Freedom Home Equity Partners June 1993 - February 1994
Capital Holding August 1989 - June 1993
Dave Gomer & Associates February 1984 - August 1989
Skills
Reverse Mortgages, HUD, Home Equity Lines of..., Loan Servicing, Title Insurance, USDA, Management, Commercial Lending, Finance, FHA Financing, Sales Management, Real Estate, Real Estate Financing, Financial Analysis, Home Equity, VA Loans, Loans, Consumer Lending, Financial Structuring, Financial Services, Insurance, Mortgage Underwriting, Notary Public, Credit, Strategic Planning, Mortgage Servicing, Leadership, Customer Service, Escrow, Wholesale Lending
Education
California State University-Northridge 1980 — 1982
Bachelor, Business Administration-Real Estate
UCLA 1977 — 1979
Football Scholarship, Letterman
Crespi High School
Senior Funding Associates April 2001 - Present
Financial Freedom June 1998 - April 2001
Transamerica Homefirst February 1994 - June 1998
Freedom Home Equity Partners June 1993 - February 1994
Capital Holding August 1989 - June 1993
Dave Gomer & Associates February 1984 - August 1989
Skills
Reverse Mortgages, HUD, Home Equity Lines of..., Loan Servicing, Title Insurance, USDA, Management, Commercial Lending, Finance, FHA Financing, Sales Management, Real Estate, Real Estate Financing, Financial Analysis, Home Equity, VA Loans, Loans, Consumer Lending, Financial Structuring, Financial Services, Insurance, Mortgage Underwriting, Notary Public, Credit, Strategic Planning, Mortgage Servicing, Leadership, Customer Service, Escrow, Wholesale Lending
Education
California State University-Northridge 1980 — 1982
Bachelor, Business Administration-Real Estate
UCLA 1977 — 1979
Football Scholarship, Letterman
Crespi High School
Clare Gosselin Clare Gosselin's Financial Freedom Experience March 2005 - March 2008
Job Senior Reverse Mortgage Expert | HECM Planning and Purchase Specialist
Industry Banking
Experience
Meridian Bank Mortgage Group March 2011 - Present
MetLife August 2009 - January 2011
Bank of America March 2008 - August 2009
Financial Freedom March 2005 - March 2008
Skills
Reverse Mortgages, Loans, Mortgage Lending, Finance, Refinance, FHA, Loan Origination, Credit, Banking, Real Estate, Sales, Marketing, Credit Analysis, Team Building, Customer Service, Mortgage Banking, Sales Management
Education
Landmark Education 2008 — 2015
Worcester State University 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Health and Wellness, General
Meridian Bank Mortgage Group March 2011 - Present
MetLife August 2009 - January 2011
Bank of America March 2008 - August 2009
Financial Freedom March 2005 - March 2008
Skills
Reverse Mortgages, Loans, Mortgage Lending, Finance, Refinance, FHA, Loan Origination, Credit, Banking, Real Estate, Sales, Marketing, Credit Analysis, Team Building, Customer Service, Mortgage Banking, Sales Management
Education
Landmark Education 2008 — 2015
Worcester State University 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Health and Wellness, General
Cathy Sauls Cathy Sauls's Financial Freedom Experience December 2005 - September 2008
Job Paralegal
Industry Legal Services
Experience
Princenthal & May, LLC January 2013 - June 2015
R.T. Gordon, P.C. August 2010 - March 2012
Financial Freedom December 2005 - September 2008
Skills
Mirosoft Office, WordPerfect, Bestcase, Outlook, Accounting, Notary Public, Wordperfect, Motions, Bankruptcy
Education
Kennesaw State University 2008 — 2009
Certificate, Paralegal
Princenthal & May, LLC January 2013 - June 2015
R.T. Gordon, P.C. August 2010 - March 2012
Financial Freedom December 2005 - September 2008
Skills
Mirosoft Office, WordPerfect, Bestcase, Outlook, Accounting, Notary Public, Wordperfect, Motions, Bankruptcy
Education
Kennesaw State University 2008 — 2009
Certificate, Paralegal
James Jimmy McGee III James Jimmy McGee III's Financial Freedom Experience December 2004 - May 2009
Job CEO/ President at The Impact Movement
Industry Nonprofit Organization Management
Experience
The Impact Movement January 2015 - Present
The Bitumen Group Inc. June 2005 - Present
Bank of America 2009 - January 2015
Financial Freedom December 2004 - May 2009
InterVarsity Christian Fellowship January 2002 - December 2004
InterVarsity Christian Fellowship 1998 - 2004
InterVarsity Christian Fellowship August 1988 - December 1997
InterVarsity Christian Fellowship September 1989 - September 1997
Skills
Large Group Facilitation, Program Development, Public Speaking, Ethnicity, Strategic Planning, Experiential Learning, Fundraising, Team Building, Non-profits, Community Outreach, Change Management, Mentoring, Staff Development, Forecasting, Volunteer Management, Organizational..., Teaching, Team Leadership, Leadership Development, Problem Solving, Program Evaluation, Emotional Intelligence, Advocate, Networking, Nonprofits, Event Planning, Workshop Facilitation, Conflict Resolution, Coaching, CRM, Grant Writing, Leadership, Program Management, Social Networking, Consulting, Policy, Entrepreneurship, Strategy
Education
Georgia State University 1996 — 2005
MA
Marquette University 1980 — 1986
BA
The Impact Movement January 2015 - Present
The Bitumen Group Inc. June 2005 - Present
Bank of America 2009 - January 2015
Financial Freedom December 2004 - May 2009
InterVarsity Christian Fellowship January 2002 - December 2004
InterVarsity Christian Fellowship 1998 - 2004
InterVarsity Christian Fellowship August 1988 - December 1997
InterVarsity Christian Fellowship September 1989 - September 1997
Skills
Large Group Facilitation, Program Development, Public Speaking, Ethnicity, Strategic Planning, Experiential Learning, Fundraising, Team Building, Non-profits, Community Outreach, Change Management, Mentoring, Staff Development, Forecasting, Volunteer Management, Organizational..., Teaching, Team Leadership, Leadership Development, Problem Solving, Program Evaluation, Emotional Intelligence, Advocate, Networking, Nonprofits, Event Planning, Workshop Facilitation, Conflict Resolution, Coaching, CRM, Grant Writing, Leadership, Program Management, Social Networking, Consulting, Policy, Entrepreneurship, Strategy
Education
Georgia State University 1996 — 2005
MA
Marquette University 1980 — 1986
BA
Patty Lauterjung Patty Lauterjung's Financial Freedom Experience 1994 - Present
Job President at Patricia A Lauterjung Enterprises
Industry Writing and Editing
Experience
Patricia A Lauterjung Enterprises 1998 - Present
Financial Freedom 1994 - Present
Sacramento River Cats March 2011 - October 2013
New York Life Insurance Company March 2009 - November 2009
Skills
Public Speaking, Editing, Customer Service, Marketing, Training, Sales, Small Business, Leadership, Social Networking, Social Media Marketing, Social Media, Event Planning, Public Relations, Budgets, Time Management
Education
St. Mary's College of California 1986 — 1988
BA, Business Management
Patricia A Lauterjung Enterprises 1998 - Present
Financial Freedom 1994 - Present
Sacramento River Cats March 2011 - October 2013
New York Life Insurance Company March 2009 - November 2009
Skills
Public Speaking, Editing, Customer Service, Marketing, Training, Sales, Small Business, Leadership, Social Networking, Social Media Marketing, Social Media, Event Planning, Public Relations, Budgets, Time Management
Education
St. Mary's College of California 1986 — 1988
BA, Business Management
Douglas Hamm's Financial Freedom Experience June 2006 - August 2008
Job Experienced Sales Executive
Industry Financial Services
Experience
LifeSecure Insurance Company May 2010 - August 2013
Assurity Life Insurance August 2008 - May 2010
Financial Freedom June 2006 - August 2008
Kansas City Life Insurance Company May 2005 - June 2006
Genworth February 2003 - May 2005
Eagle Financial Firm September 2000 - February 2003
New York Life Insurance Company September 1994 - September 2000
Skills
Leadership Development, Strategic Financial..., Strategic Planning, Marketing, New Business Development, Sales Management, Team Building, Financial Planning, Investment Advisory, Investment Strategies, Wealth Management, Long Term Care Insurance, Life Insurance, Health Insurance, Sales, Employee Benefits, Financial Services, Retirement, Retirement Planning, 401k, Property & Casualty..., Process Improvement, Account Management, IRAs, Financial Planners, Investments, Healthcare, Mutual Funds, Series 7, Finance, Financial Advisory, Series 63, Pensions, Wealth, Securities, Asset Allocation, Portfolio Management, Wealth Accumulation
Education
Oklahoma State University 1989 — 1993
BS, Business
Southern Nazarene University 2003 — 2005
MBA, Business/Finance
The American College 2005 — 2006
CLF
LifeSecure Insurance Company May 2010 - August 2013
Assurity Life Insurance August 2008 - May 2010
Financial Freedom June 2006 - August 2008
Kansas City Life Insurance Company May 2005 - June 2006
Genworth February 2003 - May 2005
Eagle Financial Firm September 2000 - February 2003
New York Life Insurance Company September 1994 - September 2000
Skills
Leadership Development, Strategic Financial..., Strategic Planning, Marketing, New Business Development, Sales Management, Team Building, Financial Planning, Investment Advisory, Investment Strategies, Wealth Management, Long Term Care Insurance, Life Insurance, Health Insurance, Sales, Employee Benefits, Financial Services, Retirement, Retirement Planning, 401k, Property & Casualty..., Process Improvement, Account Management, IRAs, Financial Planners, Investments, Healthcare, Mutual Funds, Series 7, Finance, Financial Advisory, Series 63, Pensions, Wealth, Securities, Asset Allocation, Portfolio Management, Wealth Accumulation
Education
Oklahoma State University 1989 — 1993
BS, Business
Southern Nazarene University 2003 — 2005
MBA, Business/Finance
The American College 2005 — 2006
CLF
Kelly Shelton's Financial Freedom Experience 1996 - 2008
Job VP of Marketing at Boostability
Industry Online Media
Experience
Boostability October 2013 - Present
Boostability June 2011 - October 2013
Family Financial Education June 2009 - September 2011
PayAccel, Inc. November 2008 - October 2010
Financial Freedom 1996 - 2008
Skills
SEM, Online Marketing, Social Media Marketing, SEO, Lead Generation, Customer Relations, Marketing Strategy, Google Adwords, Keyword Research, Customer Acquisition, Google Analytics, Social Media, Advertising, Public Relations, Microsoft Office, Facebook, Public Speaking, Writing, Email Marketing, Online Advertising, Analytics, Marketing, PPC, Local Search, Blogging, Copywriting, Affiliate Marketing, Customer Service, Web Marketing, Digital Marketing, Digital Media, SEO copywriting, Market Research, Conversion Optimization, Web Analytics, Web Design, Social Networking, Link Building, Marketing Communications, E-commerce, Search Advertising, Organic Search, Direct Marketing, Online Reputation..., Mobile Marketing, Leadership, Google Webmaster Tools, B2B Marketing, WordPress, Blog Marketing
Education
Brigham Young University 1996 — 2002
2002, Latin American Studies, Business Management
Boostability October 2013 - Present
Boostability June 2011 - October 2013
Family Financial Education June 2009 - September 2011
PayAccel, Inc. November 2008 - October 2010
Financial Freedom 1996 - 2008
Skills
SEM, Online Marketing, Social Media Marketing, SEO, Lead Generation, Customer Relations, Marketing Strategy, Google Adwords, Keyword Research, Customer Acquisition, Google Analytics, Social Media, Advertising, Public Relations, Microsoft Office, Facebook, Public Speaking, Writing, Email Marketing, Online Advertising, Analytics, Marketing, PPC, Local Search, Blogging, Copywriting, Affiliate Marketing, Customer Service, Web Marketing, Digital Marketing, Digital Media, SEO copywriting, Market Research, Conversion Optimization, Web Analytics, Web Design, Social Networking, Link Building, Marketing Communications, E-commerce, Search Advertising, Organic Search, Direct Marketing, Online Reputation..., Mobile Marketing, Leadership, Google Webmaster Tools, B2B Marketing, WordPress, Blog Marketing
Education
Brigham Young University 1996 — 2002
2002, Latin American Studies, Business Management
Suzanne L. Westen Suzanne L. Westen's Financial Freedom Experience December 2004 - March 2009
Job Accounting Mgr., P/R & Marketing Mgr., Sales Prof.
Industry Accounting
Experience
Two Sisters Gourmet March 2006 - Present
Project Compassion Ministries, Inc. June 2004 - Present
American Red Cross 2000 - Present
Trinity Lutheran Church, Clinton Twp., MI 1999 - Present
Financial Freedom December 2004 - March 2009
Breed Technologies, Inc. May 1998 - November 2001
Key Safety Systems, Inc. May 1998 - November 2001
Sesco, Inc. 1999 - 2000
Coe Press Equipment, Inc. 1999 - 2000
Carden Metal Fabricators, Inc. 1997 - 1999
Skills
Microsoft Excel, Grant Writing, Social Media, Customer Service, Fundraising, Financial Services, Public Speaking, Sales, Life Insurance, Team Building, Budgets, Non-profits, Nonprofits, Negotiation, Program Management, Finance, Microsoft Office, Marketing, CRM, Public Relations, Management, Leadership
Education
Walsh College 2014 — 2016
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.373
Macomb Community College 2008 — 2010
ABA 2010, Business, Management & Marketing
Macomb Community College 1984 — 1986
Associate’s Degree, Business Administration and Management, General, 3.75
Concordia University-Ann Arbor 1983 — 1984
Two Sisters Gourmet March 2006 - Present
Project Compassion Ministries, Inc. June 2004 - Present
American Red Cross 2000 - Present
Trinity Lutheran Church, Clinton Twp., MI 1999 - Present
Financial Freedom December 2004 - March 2009
Breed Technologies, Inc. May 1998 - November 2001
Key Safety Systems, Inc. May 1998 - November 2001
Sesco, Inc. 1999 - 2000
Coe Press Equipment, Inc. 1999 - 2000
Carden Metal Fabricators, Inc. 1997 - 1999
Skills
Microsoft Excel, Grant Writing, Social Media, Customer Service, Fundraising, Financial Services, Public Speaking, Sales, Life Insurance, Team Building, Budgets, Non-profits, Nonprofits, Negotiation, Program Management, Finance, Microsoft Office, Marketing, CRM, Public Relations, Management, Leadership
Education
Walsh College 2014 — 2016
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.373
Macomb Community College 2008 — 2010
ABA 2010, Business, Management & Marketing
Macomb Community College 1984 — 1986
Associate’s Degree, Business Administration and Management, General, 3.75
Concordia University-Ann Arbor 1983 — 1984
Philip Goss Philip Goss's Financial Freedom Experience October 1999 - July 2007
Job Certified Reverse Mortgage Professional at Senior Funding Associates
Industry Financial Services
Experience
Senior Funding Associates June 2013 - Present
1st Reverse Mortgage USA March 2012 - June 2013
Fiduciary Roundtable of the San Gabriel Valley 2009 - 2013
Generation Mortgage Co. July 2007 - March 2012
Fiduciary Roundtable of the San Gabriel Valley 2009 - 2010
Financial Freedom October 1999 - July 2007
Financial Freedom Senior Funding 2006 - 2007
Financial Feedom 1999 - 2007
Skills
Reverse Mortgages, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Leadership, Real Estate, Residential Mortgages, Marketing, Refinance, FHA financing, Loans, Sales Management, Strategic Financial..., Financial Analysis, Selling, VA loans, USDA, Finance, Credit, Mortgage Underwriting, Certified Mortgage..., Government Loans, Construction Loans, Funding, Underwriting, Home Equity Loans, Credit Analysis, FHA Financing, Commercial Mortgages
Education
California State Polytechnic University-Pomona 1966 — 1970
BS
Senior Funding Associates June 2013 - Present
1st Reverse Mortgage USA March 2012 - June 2013
Fiduciary Roundtable of the San Gabriel Valley 2009 - 2013
Generation Mortgage Co. July 2007 - March 2012
Fiduciary Roundtable of the San Gabriel Valley 2009 - 2010
Financial Freedom October 1999 - July 2007
Financial Freedom Senior Funding 2006 - 2007
Financial Feedom 1999 - 2007
Skills
Reverse Mortgages, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Leadership, Real Estate, Residential Mortgages, Marketing, Refinance, FHA financing, Loans, Sales Management, Strategic Financial..., Financial Analysis, Selling, VA loans, USDA, Finance, Credit, Mortgage Underwriting, Certified Mortgage..., Government Loans, Construction Loans, Funding, Underwriting, Home Equity Loans, Credit Analysis, FHA Financing, Commercial Mortgages
Education
California State Polytechnic University-Pomona 1966 — 1970
BS
Steve Cornelius CLU / ChFC / FICF Steve Cornelius CLU / ChFC / FICF's Financial Freedom Experience 2003 - 2008
Job Senior Reverse Mortgage Loan Originator @ Longbridge Financial
Industry Financial Services
Experience
Longbridge Financial, LLC May 2015 - Present
Reverse Mortgage USA March 2013 - November 2013
Open Mortgage Company November 2012 - March 2013
Generation Mortgage Co. June 2007 - October 2012
Financial Freedom 2003 - 2008
American United Life Insurance 1998 - 2002
Modern Woodmen of America April 1981 - May 1998
Skills
Mortgage Lending, Reverse Mortgages, FHA, Loan Origination, Mortgage Banking, Strategy, Spent 23 years in the..., Residential Mortgages, Refinance, FHA financing, Loans, Selling, USDA, Team Building, Credit, VA loans, Mortgage Underwriting, Salesforce.com, Certified Mortgage..., Government Loans, Mortgage Marketing, FHA Financing
Education
American College 1991 — 1996
CLU, ChFC, Insurance & Investing
University of Iowa 1967 — 1968
Business
Peru State College 1966 — 1967
Business
Longbridge Financial, LLC May 2015 - Present
Reverse Mortgage USA March 2013 - November 2013
Open Mortgage Company November 2012 - March 2013
Generation Mortgage Co. June 2007 - October 2012
Financial Freedom 2003 - 2008
American United Life Insurance 1998 - 2002
Modern Woodmen of America April 1981 - May 1998
Skills
Mortgage Lending, Reverse Mortgages, FHA, Loan Origination, Mortgage Banking, Strategy, Spent 23 years in the..., Residential Mortgages, Refinance, FHA financing, Loans, Selling, USDA, Team Building, Credit, VA loans, Mortgage Underwriting, Salesforce.com, Certified Mortgage..., Government Loans, Mortgage Marketing, FHA Financing
Education
American College 1991 — 1996
CLU, ChFC, Insurance & Investing
University of Iowa 1967 — 1968
Business
Peru State College 1966 — 1967
Business
LaTaurus Whitley's Financial Freedom Experience November 2006 - May 2011
Job
Industry Consumer Services
Experience
Financial Freedom November 2006 - May 2011
Education
Nova Southeastern University 2004 — 2006
MBA, Business Administration
University of North Carolina at Chapel Hill 1997 — 2001
BA, Communications
Financial Freedom November 2006 - May 2011
Education
Nova Southeastern University 2004 — 2006
MBA, Business Administration
University of North Carolina at Chapel Hill 1997 — 2001
BA, Communications
Dee Biggert Dee Biggert's Financial Freedom Experience July 2004 - May 2010
Job Cost Segregation Services
Industry Commercial Real Estate
Experience
Cost Segregation Services, Inc. May 2010 - August 2012
Financial Freedom July 2004 - May 2010
Unity Church of Christianity 1999 - 2003
Think Snow Ski & Sail 1975 - 1996
Education
Oklahoma State University 1967 — 1971
BS, Business Education
Cost Segregation Services, Inc. May 2010 - August 2012
Financial Freedom July 2004 - May 2010
Unity Church of Christianity 1999 - 2003
Think Snow Ski & Sail 1975 - 1996
Education
Oklahoma State University 1967 — 1971
BS, Business Education
Donna Lea Brooks Donna Lea Brooks's Financial Freedom Experience January 2007 - June 2009
Job Reverse Mortgage Consultant at MetLife Bank, N.A.
Industry Real Estate
Experience
ACCESS, Inc November 2010 - Present
MetLife Bank Reverse Mortgage June 2009 - November 2010
Financial Freedom January 2007 - June 2009
ACCESS, Inc. June 2000 - January 2007
Education
Pasadena City College 1982 — 1983
Real Estate/Marketing
ACCESS, Inc November 2010 - Present
MetLife Bank Reverse Mortgage June 2009 - November 2010
Financial Freedom January 2007 - June 2009
ACCESS, Inc. June 2000 - January 2007
Education
Pasadena City College 1982 — 1983
Real Estate/Marketing
Albert Biscarra Albert Biscarra's Financial Freedom Experience August 2005 - May 2009
Job Senior Institutional Research & Business Intelligence Analyst at UCLA Graduate Division
Industry Research
Experience
UCLA Graduate Division September 2013 - Present
UCLA Graduate Division September 2011 - September 2013
Center for Global Education - UCLA February 2011 - September 2013
UCLA Academic Senate - Committee on Instruction & Technology September 2012 - June 2013
UCLA Center for International & Development Education (CIDE) June 2011 - June 2012
Comparative & International Education Society (CIES) - Higher Education Special Interest Group January 2010 - June 2012
Graduate Students Association in Education - UCLA October 2009 - August 2011
UCLA Center for International & Development Education (CIDE) September 2009 - June 2011
Financial Freedom August 2005 - May 2009
Encore Credit Corp August 2004 - July 2005
Skills
IBM SSPS Statistics, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Outlook, Adobe Acrobat, Adobe Photoshop, Adobe Premiere, Apple iMovie, Microsoft Access
Education
University of California, Los Angeles 2010 — 2016
Ph.D., Education
University of California, Los Angeles 2009 — 2010
M.A., Education
University of California, Irvine 2001 — 2005
B.A., English w/ minor in Spanish
UCLA Graduate Division September 2013 - Present
UCLA Graduate Division September 2011 - September 2013
Center for Global Education - UCLA February 2011 - September 2013
UCLA Academic Senate - Committee on Instruction & Technology September 2012 - June 2013
UCLA Center for International & Development Education (CIDE) June 2011 - June 2012
Comparative & International Education Society (CIES) - Higher Education Special Interest Group January 2010 - June 2012
Graduate Students Association in Education - UCLA October 2009 - August 2011
UCLA Center for International & Development Education (CIDE) September 2009 - June 2011
Financial Freedom August 2005 - May 2009
Encore Credit Corp August 2004 - July 2005
Skills
IBM SSPS Statistics, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Outlook, Adobe Acrobat, Adobe Photoshop, Adobe Premiere, Apple iMovie, Microsoft Access
Education
University of California, Los Angeles 2010 — 2016
Ph.D., Education
University of California, Los Angeles 2009 — 2010
M.A., Education
University of California, Irvine 2001 — 2005
B.A., English w/ minor in Spanish
Martha King Martha King's Financial Freedom Experience April 2006 - March 2008
Job Principal at Martha King, PC
Industry Legal Services
Experience
SunTrust Bank July 2013 - Present
Capital One Auto Finance December 2013 - Present
Pelican Auto Finance, LLC January 2010 - Present
Mitek Systems Inc. July 2011 - Present
The Compliance Group February 2010 - Present
Thomas Jefferson School of Law April 2011 - January 2013
CarFinance.com April 2011 - December 2011
Fidex, Inc. April 2008 - January 2010
Indymac Bank April 2006 - March 2008
Financial Freedom April 2006 - March 2008
Skills
Due Diligence, Mergers & Acquisitions, Financial Services, Risk Management, Mergers, Licensing, E-commerce, SaaS, Privacy Law, Commercial Litigation, Compliance, Strategy, Legal Writing, Legal Advice, Product Development, Employment Law, Strategic Partnerships, Leadership, Bankruptcy, Negotiation, Securities Regulation, Mortgage Lending, Loans, Management, Analysis, Software Licensing, Business Development, Intellectual Property, Legal Compliance, Contract Negotiation, Loan Servicing, Business Transactions, Litigation, Corporate Governance, Corporate Law, Analytics, Technology Transactions
Education
The University of Memphis—Cecil C. Humphreys School of Law 1992 — 1995
JD
Vanderbilt University 1988 — 1992
Bachelor of Arts, English
SunTrust Bank July 2013 - Present
Capital One Auto Finance December 2013 - Present
Pelican Auto Finance, LLC January 2010 - Present
Mitek Systems Inc. July 2011 - Present
The Compliance Group February 2010 - Present
Thomas Jefferson School of Law April 2011 - January 2013
CarFinance.com April 2011 - December 2011
Fidex, Inc. April 2008 - January 2010
Indymac Bank April 2006 - March 2008
Financial Freedom April 2006 - March 2008
Skills
Due Diligence, Mergers & Acquisitions, Financial Services, Risk Management, Mergers, Licensing, E-commerce, SaaS, Privacy Law, Commercial Litigation, Compliance, Strategy, Legal Writing, Legal Advice, Product Development, Employment Law, Strategic Partnerships, Leadership, Bankruptcy, Negotiation, Securities Regulation, Mortgage Lending, Loans, Management, Analysis, Software Licensing, Business Development, Intellectual Property, Legal Compliance, Contract Negotiation, Loan Servicing, Business Transactions, Litigation, Corporate Governance, Corporate Law, Analytics, Technology Transactions
Education
The University of Memphis—Cecil C. Humphreys School of Law 1992 — 1995
JD
Vanderbilt University 1988 — 1992
Bachelor of Arts, English
Mary Boston Mary Boston's Financial Freedom Experience 2008 - 2011
Job Managing Director, Marketing at PennyMac Home Loan Solutions
Industry Financial Services
Experience
PennyMac April 2012 - Present
The Kern Organization - An Omnicom Company July 2011 - April 2012
Financial Freedom 2008 - 2011
Home Savings of America November 1994 - August 2007
Countrywide Financial Corporation 1997 - 2007
Great Western 1986 - 1994
Skills
Mortgage Lending, Customer Acquisition, Marketing Strategy, Conversion Optimization, Direct Marketing, Direct Mail, Digital Direct Marketing, Market Research, New Customer..., Account Management, Analytics, B2B Marketing, Competitive Analysis, CRM, Customer Retention, Creative Direction, Digital Marketing, Database Marketing, E-commerce, Executive Management, Program Management, Marketing Management, Leadership, Marketing, SEO, Strategy, Email Marketing, PPC, P&L Management, Online Advertising, Management, Multi-channel Marketing, Marketing Communications, Mergers & Acquisitions, Product Marketing, Segmentation, SEM, New Business Development, Social Media Marketing, Integrated Marketing
Education
Monterey Institute of International Studies 1984 — 1986
MBA, Business
San Diego State University-California State University 1979 — 1985
Bachelor's degree, International Relations
PennyMac April 2012 - Present
The Kern Organization - An Omnicom Company July 2011 - April 2012
Financial Freedom 2008 - 2011
Home Savings of America November 1994 - August 2007
Countrywide Financial Corporation 1997 - 2007
Great Western 1986 - 1994
Skills
Mortgage Lending, Customer Acquisition, Marketing Strategy, Conversion Optimization, Direct Marketing, Direct Mail, Digital Direct Marketing, Market Research, New Customer..., Account Management, Analytics, B2B Marketing, Competitive Analysis, CRM, Customer Retention, Creative Direction, Digital Marketing, Database Marketing, E-commerce, Executive Management, Program Management, Marketing Management, Leadership, Marketing, SEO, Strategy, Email Marketing, PPC, P&L Management, Online Advertising, Management, Multi-channel Marketing, Marketing Communications, Mergers & Acquisitions, Product Marketing, Segmentation, SEM, New Business Development, Social Media Marketing, Integrated Marketing
Education
Monterey Institute of International Studies 1984 — 1986
MBA, Business
San Diego State University-California State University 1979 — 1985
Bachelor's degree, International Relations
Jennifer Kopka Jennifer Kopka's Financial Freedom Experience August 2015 - Present
Job Financial Freedom
Industry Financial Services
Experience
Financial Freedom August 2015 - Present
Financial Freedom August 2014 - Present
Seton Healthcare Family October 2012 - July 2014
Randstad Work Solutions September 2011 - April 2012
Seton Healthcare Family July 2012 - 2012
Xerox June 2009 - July 2011
Bank of America September 2009 - January 2010
Wealth Advisory Group January 2007 - June 2009
Benchmark Home Loans / Davis Financial Group November 2004 - January 2007
U.S. Army November 2001 - November 2003
Skills
Microsoft Office, QuickBooks, ACT!, Seibel, MSP430, LPS, Maestro, WebEx, WPII, Outstanding time..., Highly Detailed, Work Well Independently, Expert Communicator, Process Improvement, Best Practices, Computer Proficiency, Investigation, Forensic Accounting, Finance, Auditing, Banking, Time Management
Education
Baker College Business and Corporate Services 2008 — 2012
BA, Finance
University of Michigan 2006 — 2008
Business Administration
Financial Freedom August 2015 - Present
Financial Freedom August 2014 - Present
Seton Healthcare Family October 2012 - July 2014
Randstad Work Solutions September 2011 - April 2012
Seton Healthcare Family July 2012 - 2012
Xerox June 2009 - July 2011
Bank of America September 2009 - January 2010
Wealth Advisory Group January 2007 - June 2009
Benchmark Home Loans / Davis Financial Group November 2004 - January 2007
U.S. Army November 2001 - November 2003
Skills
Microsoft Office, QuickBooks, ACT!, Seibel, MSP430, LPS, Maestro, WebEx, WPII, Outstanding time..., Highly Detailed, Work Well Independently, Expert Communicator, Process Improvement, Best Practices, Computer Proficiency, Investigation, Forensic Accounting, Finance, Auditing, Banking, Time Management
Education
Baker College Business and Corporate Services 2008 — 2012
BA, Finance
University of Michigan 2006 — 2008
Business Administration
Rodney Goldston Rodney Goldston's Financial Freedom Experience April 2008 - June 2009
Job Internet Marketing Consultant | Owner JugHead Media
Industry Marketing and Advertising
Experience
JugHead Media 2010 - Present
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage September 2009 - August 2011
Financial Freedom April 2008 - June 2009
GMAC January 2007 - May 2008
Stealth Marketing, Inc. January 2000 - January 2005
Lucent Technologies November 1996 - January 2000
Skills
Google Analytics, Google Adwords..., Marketing Strategy, SEO, Lead Generation, Wordpress, Web Design, Social Media, Content Strategy, Marketing Automation, Lead Nuturing, Marketing, Social Media Marketing, Web Marketing, Google Adwords, PPC, Entrepreneurship, CRM, Blogging, Advertising, SEM, Digital Media, Online Marketing
Education
Temple University 1989 — 1993
Bachelor's, Marketing, Fox School of Business
Bartram 1981 — 1985
JugHead Media 2010 - Present
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage September 2009 - August 2011
Financial Freedom April 2008 - June 2009
GMAC January 2007 - May 2008
Stealth Marketing, Inc. January 2000 - January 2005
Lucent Technologies November 1996 - January 2000
Skills
Google Analytics, Google Adwords..., Marketing Strategy, SEO, Lead Generation, Wordpress, Web Design, Social Media, Content Strategy, Marketing Automation, Lead Nuturing, Marketing, Social Media Marketing, Web Marketing, Google Adwords, PPC, Entrepreneurship, CRM, Blogging, Advertising, SEM, Digital Media, Online Marketing
Education
Temple University 1989 — 1993
Bachelor's, Marketing, Fox School of Business
Bartram 1981 — 1985
Jake Shannon's Financial Freedom Experience June 2006 - June 2007
Job Jake Shannon LinkedIn Profile
Industry Financial Services
Experience
Self October 2005 - Present
Reverse Market Insight (RMI) May 2007 - October 2009
Financial Freedom June 2006 - June 2007
Indymac Bank September 2004 - June 2006
Trinity Capital, LLC July 2003 - September 2004
Financial Engineering Associates February 2002 - April 2003
Abacus Direct February 2000 - September 2001
Skills
Excel, SAS/SQL, Derivatives, Leadership, SAS, Public Speaking, Management Consulting, Social Media Marketing, Reverse Mortgages, Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Hypnosis, Interviewing Skills, Research, Start-ups, Risk Management, Entrepreneurship, Business Intelligence, Small Business, Strategy, SAS programming, Business Process, Coaching, Management, Analytics, Training, Sales, Fundraising, Finance, Executive Management, Process Improvement, Marketing, Business Development, Access, Online Marketing, Social Networking, Data Analysis, Portfolio Management, Forecasting, Budgets, Credit Risk, Mergers & Acquisitions
Education
Golden Gate University 1998 — 2002
M.Sc., Financial Engineering
University of Colorado Boulder 1991 — 1995
Bachelors, English
Self October 2005 - Present
Reverse Market Insight (RMI) May 2007 - October 2009
Financial Freedom June 2006 - June 2007
Indymac Bank September 2004 - June 2006
Trinity Capital, LLC July 2003 - September 2004
Financial Engineering Associates February 2002 - April 2003
Abacus Direct February 2000 - September 2001
Skills
Excel, SAS/SQL, Derivatives, Leadership, SAS, Public Speaking, Management Consulting, Social Media Marketing, Reverse Mortgages, Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, Analysis, Strategic Planning, Hypnosis, Interviewing Skills, Research, Start-ups, Risk Management, Entrepreneurship, Business Intelligence, Small Business, Strategy, SAS programming, Business Process, Coaching, Management, Analytics, Training, Sales, Fundraising, Finance, Executive Management, Process Improvement, Marketing, Business Development, Access, Online Marketing, Social Networking, Data Analysis, Portfolio Management, Forecasting, Budgets, Credit Risk, Mergers & Acquisitions
Education
Golden Gate University 1998 — 2002
M.Sc., Financial Engineering
University of Colorado Boulder 1991 — 1995
Bachelors, English
Jerry Jepsen Jerry Jepsen's Financial Freedom Experience April 2007 - August 2010
Job Managing Partner at PacLink Financial Group
Industry Financial Services
Experience
PacLink Financial Group January 2015 - Present
Encore Lending Source Inc. October 2013 - December 2014
WBC Lending June 2013 - November 2013
Local Corporation May 2012 - November 2012
Jmac Lending Inc. June 2011 - December 2011
Sun West Mortgage August 2010 - January 2011
Financial Freedom April 2007 - August 2010
Indymac bank 2005 - 2007
Click Automotive group April 2005 - April 2006
Ford of Orange Client 2000 - 2000
Skills
Underwriting, Marketing, Mortgage Lending, Sales, Leadership, Lead Generation, CRM, Management, FHA, Loan Origination, Banking, Loans, Strategic Planning, Start-ups, Training, Customer Satisfaction, Sales Operations, Customer Service, E-commerce, Reverse Mortgages, Sales Presentations, Sales Management
Education
Fullerton College 1995 — 2000
BS, SCIENCE AND BUSINESS
Whittier Law School
Civil Law, Family Law, Reral Estate Law
PacLink Financial Group January 2015 - Present
Encore Lending Source Inc. October 2013 - December 2014
WBC Lending June 2013 - November 2013
Local Corporation May 2012 - November 2012
Jmac Lending Inc. June 2011 - December 2011
Sun West Mortgage August 2010 - January 2011
Financial Freedom April 2007 - August 2010
Indymac bank 2005 - 2007
Click Automotive group April 2005 - April 2006
Ford of Orange Client 2000 - 2000
Skills
Underwriting, Marketing, Mortgage Lending, Sales, Leadership, Lead Generation, CRM, Management, FHA, Loan Origination, Banking, Loans, Strategic Planning, Start-ups, Training, Customer Satisfaction, Sales Operations, Customer Service, E-commerce, Reverse Mortgages, Sales Presentations, Sales Management
Education
Fullerton College 1995 — 2000
BS, SCIENCE AND BUSINESS
Whittier Law School
Civil Law, Family Law, Reral Estate Law
Tosha Brown's Financial Freedom Experience 1999 - 2002
Job Regional Sales Manager Dodge & Ford Truck Sales Tuscany Ford
Industry Automotive
Experience
Tuscany Trucks September 2012 - October 2013
Rocky Ridge September 2010 - September 2012
American Income Life March 2009 - August 2011
Lingualcare,3M 2006 - 2009
Silversand Photography 2002 - 2004
Financial Freedom 1999 - 2002
Digital 1997 - 1999
Skills
Dentistry, Sales, Small Business, Medical Devices, Insurance, Marketing, Sales Process, Sales Management, Healthcare, Account Management, Product Marketing, Management, Direct Sales, Sales Operations, Selling, New Business Development, Sales Presentations, Cold Calling, Product Launch, Strategic Planning, Team Building
Education
Texas Tech University 1989 — 1993
BFA, Theatre and Dance
Tuscany Trucks September 2012 - October 2013
Rocky Ridge September 2010 - September 2012
American Income Life March 2009 - August 2011
Lingualcare,3M 2006 - 2009
Silversand Photography 2002 - 2004
Financial Freedom 1999 - 2002
Digital 1997 - 1999
Skills
Dentistry, Sales, Small Business, Medical Devices, Insurance, Marketing, Sales Process, Sales Management, Healthcare, Account Management, Product Marketing, Management, Direct Sales, Sales Operations, Selling, New Business Development, Sales Presentations, Cold Calling, Product Launch, Strategic Planning, Team Building
Education
Texas Tech University 1989 — 1993
BFA, Theatre and Dance
Angela Francis-Phillips Angela Francis-Phillips's Financial Freedom Experience January 2006 - February 2011
Job Post Closing Team Lead at Equity Prime Mortgage
Industry Financial Services
Experience
Equity Prime Mortgage January 2014 - Present
Foundation Financial Group February 2012 - July 2013
Brand Mortgage Group 2011 - 2012
Financial Freedom January 2006 - February 2011
Skills
Mortgage Banking
Education
Strayer University 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General, B
Equity Prime Mortgage January 2014 - Present
Foundation Financial Group February 2012 - July 2013
Brand Mortgage Group 2011 - 2012
Financial Freedom January 2006 - February 2011
Skills
Mortgage Banking
Education
Strayer University 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General, B
Damikka Wilson Damikka Wilson's Financial Freedom Experience December 2007 - November 2009
Job RESPA Complince Specialist at Generation Mortgage Company
Industry Real Estate
Experience
Generat September 2013 - Present
Generation Mortgage Co. August 2012 - September 2013
Generation Mortgage Co. November 2009 - August 2012
Financial Freedom December 2007 - November 2009
Financial Freedom May 2005 - December 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Process Improvement, PowerPoint, Training, Sales, Outlook, Microsoft Word, Mortgage Lending, Mortgage Banking, Reverse Mortgages, Mortgage Industry, Loan Closings, Loan Origination, Underwriting, RESPA Review Analyst, REO, REO Closing, Title Searches, Title Clearing, Chain of Title
Education
Reinhardt University
Generat September 2013 - Present
Generation Mortgage Co. August 2012 - September 2013
Generation Mortgage Co. November 2009 - August 2012
Financial Freedom December 2007 - November 2009
Financial Freedom May 2005 - December 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Process Improvement, PowerPoint, Training, Sales, Outlook, Microsoft Word, Mortgage Lending, Mortgage Banking, Reverse Mortgages, Mortgage Industry, Loan Closings, Loan Origination, Underwriting, RESPA Review Analyst, REO, REO Closing, Title Searches, Title Clearing, Chain of Title
Education
Reinhardt University
Mike Wyrostek's Financial Freedom Experience 2004 - May 2011
Job Reverse Mortgage Funding Regional Account Manager
Industry Financial Services
Experience
Reverse Mortgage Funding LLC June 2015 - Present
Naperville Bites and Sites March 2011 - Present
Value in Valuables March 2009 - Present
Rosemont Investments August 1999 - Present
MSI Reverse May 2011 - June 2015
Financial Freedom 2004 - May 2011
Skills
Financial Planning, Reverse Mortgages, Entrepreneur, Strategic Financial..., Mortgage Lending, Entrepreneurship, Banking, Loans, Mortgage Banking, Credit
Education
University of Arizona 1978 — 1980
BSBA, Finance
University of Illinois at Urbana-Champaign
BSBA, business/finance
Reverse Mortgage Funding LLC June 2015 - Present
Naperville Bites and Sites March 2011 - Present
Value in Valuables March 2009 - Present
Rosemont Investments August 1999 - Present
MSI Reverse May 2011 - June 2015
Financial Freedom 2004 - May 2011
Skills
Financial Planning, Reverse Mortgages, Entrepreneur, Strategic Financial..., Mortgage Lending, Entrepreneurship, Banking, Loans, Mortgage Banking, Credit
Education
University of Arizona 1978 — 1980
BSBA, Finance
University of Illinois at Urbana-Champaign
BSBA, business/finance
Jeffrey Birdsell, CMB Jeffrey Birdsell, CMB's Financial Freedom Experience December 2006 - March 2009
Job VP Professional Services at ReverseVision
Industry Financial Services
Experience
ReverseVision September 2014 - Present
ReverseVision January 2013 - September 2014
Generation Mortgage Co. February 2012 - January 2013
Mortgage Cadence February 2011 - December 2011
Kondaur Capital Corporation April 2010 - November 2010
Financial Freedom December 2006 - March 2009
Financial Freedom Senior Funding Corporation July 2000 - March 2009
Financial Freedom July 2000 - November 2006
ULLICO December 1992 - July 2000
Skills
Reverse Mortgages, Reverse Mortgage..., Reverse Mortgage..., HECM, Microsoft Access, Microsoft Excel, Visual Basic, Mind Mapping, Business Analysis, Business Process, Software Implementation, Software Development, Software Design, Reverse Mortgage..., Product Development, Proprietary Software, Access, Mortgage Lending, Management, Leadership, Requirements Analysis, Business Intelligence, Program Management, Loan Origination, Visio, FHA, Mortgage Banking, Refinance, Residential Mortgages, Banking, SQL
Education
University of Arizona
BSBA, Business Finance
ReverseVision September 2014 - Present
ReverseVision January 2013 - September 2014
Generation Mortgage Co. February 2012 - January 2013
Mortgage Cadence February 2011 - December 2011
Kondaur Capital Corporation April 2010 - November 2010
Financial Freedom December 2006 - March 2009
Financial Freedom Senior Funding Corporation July 2000 - March 2009
Financial Freedom July 2000 - November 2006
ULLICO December 1992 - July 2000
Skills
Reverse Mortgages, Reverse Mortgage..., Reverse Mortgage..., HECM, Microsoft Access, Microsoft Excel, Visual Basic, Mind Mapping, Business Analysis, Business Process, Software Implementation, Software Development, Software Design, Reverse Mortgage..., Product Development, Proprietary Software, Access, Mortgage Lending, Management, Leadership, Requirements Analysis, Business Intelligence, Program Management, Loan Origination, Visio, FHA, Mortgage Banking, Refinance, Residential Mortgages, Banking, SQL
Education
University of Arizona
BSBA, Business Finance
Catherine Baer Catherine Baer's Financial Freedom Experience 2006 - 2009
Job Mortgage Loan Closer at Synergy One Lending
Industry Banking
Experience
Synergy One Lending June 2015 - Present
iServe Residential Lending August 2012 - May 2013
Wells Fargo August 2011 - August 2012
Financial Freedom 2006 - 2009
HG Fenton 2006 - 2006
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, VA loans, Real Estate, USDA, Credit, Credit Analysis, Underwriting, Customer Service, Financial Analysis, Sales, Marketing, Budgets, Sales Management, Strategic Planning, Leadership
Education
National University 2010 — 2015
Master of Business Administration (M.B.A.)
Synergy One Lending June 2015 - Present
iServe Residential Lending August 2012 - May 2013
Wells Fargo August 2011 - August 2012
Financial Freedom 2006 - 2009
HG Fenton 2006 - 2006
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, VA loans, Real Estate, USDA, Credit, Credit Analysis, Underwriting, Customer Service, Financial Analysis, Sales, Marketing, Budgets, Sales Management, Strategic Planning, Leadership
Education
National University 2010 — 2015
Master of Business Administration (M.B.A.)
Adrian Crudup Adrian Crudup's Financial Freedom Experience August 2014 - Present
Job Specialist 3 at Financial Freedom
Industry Marketing and Advertising
Experience
Financial Freedom August 2014 - Present
Cox Media 2012 - 2013
Austin American-Statesman August 2011 - March 2012
Skills
Customer Service, Accounts Receivable, Receptionist Duties, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Marketron, OSI, Multi Tasking, Typing, Learning Quickly, Social Media Marketing, PowerPoint, Social Media, Time Management, Leadership, Event Planning, Social Networking, Marketing
Education
Austin Community College 2011 — 2014
Marketing
Tarleton State University 2008 — 2010
Financial Freedom August 2014 - Present
Cox Media 2012 - 2013
Austin American-Statesman August 2011 - March 2012
Skills
Customer Service, Accounts Receivable, Receptionist Duties, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Marketron, OSI, Multi Tasking, Typing, Learning Quickly, Social Media Marketing, PowerPoint, Social Media, Time Management, Leadership, Event Planning, Social Networking, Marketing
Education
Austin Community College 2011 — 2014
Marketing
Tarleton State University 2008 — 2010
Monica Jacks, MSA's Financial Freedom Experience October 2005 - October 2007
Job Servicing Accounting Analyst
Industry Accounting
Experience
GM June 2013 - Present
Wells Fargo Promontory Project January 2012 - June 2013
Sage Properties October 2007 - December 2011
Financial Freedom October 2005 - October 2007
Litton Loan Servicing formerly PCFS Mortgage June 2003 - October 2005
SunTrust February 2000 - June 2003
Equifax January 1996 - February 2000
Skills
Accounting, General Ledger, Financial Accounting, Bookkeeping, QuickBooks, Auditing, Accounts Receivable, Tax Preparation, GAAP, Payroll, Financial Statements, Microsoft Excel, Bank Reconciliation, Peachtree, Microsoft Office, Financial Audits, SEC filings, Budgets, External Audit, Internal Audit, Financial Reporting, PeopleSoft, Sarbanes-Oxley Act, Leadership, Team Building, Microsoft Word, Management, Strategic Planning, PowerPoint, Outlook, Time Management
Education
Kaplan University-Davenport Campus 2008 — 2011
Masters, Accounting
Kaplan University-Davenport Campus 2006 — 2008
Bachelor of Science (BS), Accounting
GM June 2013 - Present
Wells Fargo Promontory Project January 2012 - June 2013
Sage Properties October 2007 - December 2011
Financial Freedom October 2005 - October 2007
Litton Loan Servicing formerly PCFS Mortgage June 2003 - October 2005
SunTrust February 2000 - June 2003
Equifax January 1996 - February 2000
Skills
Accounting, General Ledger, Financial Accounting, Bookkeeping, QuickBooks, Auditing, Accounts Receivable, Tax Preparation, GAAP, Payroll, Financial Statements, Microsoft Excel, Bank Reconciliation, Peachtree, Microsoft Office, Financial Audits, SEC filings, Budgets, External Audit, Internal Audit, Financial Reporting, PeopleSoft, Sarbanes-Oxley Act, Leadership, Team Building, Microsoft Word, Management, Strategic Planning, PowerPoint, Outlook, Time Management
Education
Kaplan University-Davenport Campus 2008 — 2011
Masters, Accounting
Kaplan University-Davenport Campus 2006 — 2008
Bachelor of Science (BS), Accounting
Don Graves's Financial Freedom Experience 2000 - 2009
Job Reverse Mortgage Professional, Conversation Starter, Speaker, Educator and Advocate
Industry Financial Services
Experience
HECM Advisors Group November 2000 - Present
Security One Lending April 2012 - Present
MetLife Home Loans September 2011 - April 2012
Wells Fargo Home Mortgage January 2010 - September 2011
Financial Freedom 2000 - 2009
Skills
Reverse Mortgages, Mortgage Lending, Loans, Financial Analysis, Financial Reporting, Energy Entrepreneurship, FHA financing, Refinance, Credit, Credit Analysis, Strategic Financial..., Mortgage Banking, Banking, Team Building, Negotiation, Investment Properties, Investments, Customer Service, Loan Origination, Real Estate, FHA, Leadership, Small Business, Retirement Planning, Strategic Planning, Finance, Residential Mortgages, Home Equity, Retirement, Strategy, Financial Planning
Education
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), International Finance
Walnut Hills High School 1978 — 1983
Eastern University
HECM Advisors Group November 2000 - Present
Security One Lending April 2012 - Present
MetLife Home Loans September 2011 - April 2012
Wells Fargo Home Mortgage January 2010 - September 2011
Financial Freedom 2000 - 2009
Skills
Reverse Mortgages, Mortgage Lending, Loans, Financial Analysis, Financial Reporting, Energy Entrepreneurship, FHA financing, Refinance, Credit, Credit Analysis, Strategic Financial..., Mortgage Banking, Banking, Team Building, Negotiation, Investment Properties, Investments, Customer Service, Loan Origination, Real Estate, FHA, Leadership, Small Business, Retirement Planning, Strategic Planning, Finance, Residential Mortgages, Home Equity, Retirement, Strategy, Financial Planning
Education
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), International Finance
Walnut Hills High School 1978 — 1983
Eastern University
Desiree Mora Desiree Mora's Financial Freedom Experience April 2006 - October 2008
Job Coordinator at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services October 2012 - Present
Verizon Wireless December 2010 - October 2012
Financial Freedom April 2006 - October 2008
Skills
Customer Satisfaction, Accountability, Employee Engagement, Team Building, Data Analysis, Document Management, Meeting Planning, Customer Service..., Employee Relations, Data Management, Hiring Employees, Microsoft Office, Microsoft Excel, Thinking Outside The Box, Market Research, Administrative Work, Administrative...
Education
Sierra College 2013 — 2015
Cordova High School 1993 — 1996
Kelly Services October 2012 - Present
Verizon Wireless December 2010 - October 2012
Financial Freedom April 2006 - October 2008
Skills
Customer Satisfaction, Accountability, Employee Engagement, Team Building, Data Analysis, Document Management, Meeting Planning, Customer Service..., Employee Relations, Data Management, Hiring Employees, Microsoft Office, Microsoft Excel, Thinking Outside The Box, Market Research, Administrative Work, Administrative...
Education
Sierra College 2013 — 2015
Cordova High School 1993 — 1996
Christopher Rotz Christopher Rotz's Financial Freedom Experience December 2009 - June 2011
Job Director of Project Management at American Pacific Mortgage
Industry Banking
Experience
American Pacific Mortgage July 2011 - Present
Financial Freedom December 2009 - June 2011
OneWest Bank F.S.B. March 2009 - October 2009
Indymac Bank February 2008 - March 2009
Indymac Bank October 2006 - January 2008
Indymac Bank March 2001 - September 2006
Skills
Vendor Management, Project Management, Six Sigma, Customer Service, Mortgage Lending, Process Improvement, Risk Management, Mortgage Banking, Banking, Loans, Credit, Underwriting, Strategic Planning, Business Analysis, Analysis, Business Development, Training, Leadership, New Business Development, Management, Operations Management, Business Intelligence, Team Building, Relationship Management, Change Management, Coaching, Team Management, Performance Management, Business Planning, Data Analysis, Outsourcing, Strategy
Education
California State University-Sacramento 1992 — 1995
Bachelor of Arts, Communications
National University 1996 — 1997
Secondary Teaching Credential, CLAD, Social Science
American Pacific Mortgage July 2011 - Present
Financial Freedom December 2009 - June 2011
OneWest Bank F.S.B. March 2009 - October 2009
Indymac Bank February 2008 - March 2009
Indymac Bank October 2006 - January 2008
Indymac Bank March 2001 - September 2006
Skills
Vendor Management, Project Management, Six Sigma, Customer Service, Mortgage Lending, Process Improvement, Risk Management, Mortgage Banking, Banking, Loans, Credit, Underwriting, Strategic Planning, Business Analysis, Analysis, Business Development, Training, Leadership, New Business Development, Management, Operations Management, Business Intelligence, Team Building, Relationship Management, Change Management, Coaching, Team Management, Performance Management, Business Planning, Data Analysis, Outsourcing, Strategy
Education
California State University-Sacramento 1992 — 1995
Bachelor of Arts, Communications
National University 1996 — 1997
Secondary Teaching Credential, CLAD, Social Science
Barbara Whiteman's Financial Freedom Experience March 2003 - June 2006
Job at CalOptima
Industry Financial Services
Experience
CalOptima September 2008 - Present
Financial Freedom Senior Funding Corporation August 2007 - September 2008
Financial Freedom Senior Funding Corporation July 2006 - December 2007
Financial Freedom March 2003 - June 2006
Skills
Executive Support, Event Planning, Administrative..., Handle Confidential..., Access, Project Management, Visio, Process Improvement, Customer Service, Outlook, Microsoft Excel, Healthcare, Healthcare Management, Employee Relations, Employee Benefits, Team Building, Coaching, Management, Onboarding, Program Management, Training, Leadership, Administration, Human Resources, Budgets, PowerPoint, Public Speaking
Education
California State University-Long Beach 1978 — 1992
Bachelor of Arts (BA), Theatre Arts, Performance
La Quinta High School 1974 — 1978
CalOptima September 2008 - Present
Financial Freedom Senior Funding Corporation August 2007 - September 2008
Financial Freedom Senior Funding Corporation July 2006 - December 2007
Financial Freedom March 2003 - June 2006
Skills
Executive Support, Event Planning, Administrative..., Handle Confidential..., Access, Project Management, Visio, Process Improvement, Customer Service, Outlook, Microsoft Excel, Healthcare, Healthcare Management, Employee Relations, Employee Benefits, Team Building, Coaching, Management, Onboarding, Program Management, Training, Leadership, Administration, Human Resources, Budgets, PowerPoint, Public Speaking
Education
California State University-Long Beach 1978 — 1992
Bachelor of Arts (BA), Theatre Arts, Performance
La Quinta High School 1974 — 1978
Judith Kermeen Judith Kermeen's Financial Freedom Experience 2002 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Financial Freedom 2002 - 2008
Simpson Paper Company July 1980 - June 1995
Education
San Francisco State University, College of Business 1975 — 1981
Bachelor, Business Administration, Marketing
Miami University
Financial Freedom 2002 - 2008
Simpson Paper Company July 1980 - June 1995
Education
San Francisco State University, College of Business 1975 — 1981
Bachelor, Business Administration, Marketing
Miami University
Lucyn Sjoholm Lucyn Sjoholm's Financial Freedom Experience September 2000 - June 2006
Job Customer Service Rep at PBC Tax Collector
Industry Government Administration
Experience
PBC Tax Collector September 2006 - Present
Financial Freedom September 2000 - June 2006
Carver Federal Savings Bank June 1998 - September 2000
Skills
Software Documentation, Public Speaking, Team Building, Research, Leadership, Windows, Social Media, Event Planning, Administrative..., Computer Hardware, Coaching, Sales, Government, Active Directory, Budgets
Education
Hunter College 1975 — 1979
Washington Irving High School 1972 — 1975
PBC Tax Collector September 2006 - Present
Financial Freedom September 2000 - June 2006
Carver Federal Savings Bank June 1998 - September 2000
Skills
Software Documentation, Public Speaking, Team Building, Research, Leadership, Windows, Social Media, Event Planning, Administrative..., Computer Hardware, Coaching, Sales, Government, Active Directory, Budgets
Education
Hunter College 1975 — 1979
Washington Irving High School 1972 — 1975
Lyndsey Trost Lyndsey Trost's Financial Freedom Experience 2013 - Present
Job Customer Care Representative IV Team Lead at CIT Bank, N.A.
Industry Financial Services
Experience
Financial Freedom 2013 - Present
Pearson Education April 2011 - February 2013
Starwood Hotels and Resorts May 2007 - April 2011
New Mexico Scorpions LLC March 2006 - February 2007
Game Face Inc January 2006 - February 2006
Sales Strategies Group Inc October 2005 - January 2006
Rochester Americans Hockey Club Organization June 2002 - August 2004
Webster Community Sports Arena January 1999 - January 2001
Skills
Event Planning, Retail, Sponsorship, Sports Marketing, Event Management, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Time Management, Sports Management, Microsoft Word, Teamwork, Sports
Education
Cazenovia College 2001 — 2005
Bachelor, Professional Studies; Business Management; Sport Management
Financial Freedom 2013 - Present
Pearson Education April 2011 - February 2013
Starwood Hotels and Resorts May 2007 - April 2011
New Mexico Scorpions LLC March 2006 - February 2007
Game Face Inc January 2006 - February 2006
Sales Strategies Group Inc October 2005 - January 2006
Rochester Americans Hockey Club Organization June 2002 - August 2004
Webster Community Sports Arena January 1999 - January 2001
Skills
Event Planning, Retail, Sponsorship, Sports Marketing, Event Management, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Time Management, Sports Management, Microsoft Word, Teamwork, Sports
Education
Cazenovia College 2001 — 2005
Bachelor, Professional Studies; Business Management; Sport Management
Sabra Faravelli Sabra Faravelli's Financial Freedom Experience April 2006 - September 2008
Job Respiratory Therapy Student
Industry Hospital & Health Care
Experience
Rancho Murieta Homes & Land February 2015 - Present
Spencer Building Maintenance October 2011 - January 2014
Financial Freedom April 2006 - September 2008
Keller Williams Realty December 2004 - January 2008
Skills
Contract Negotiation, Budgets, Negotiation, Strategic Planning, New Business Development, Sales, Management, Sales Management, Leadership, Customer Service, Time Management, Ethics, People Skills
Education
American River College 2014 — 2015
Respiratory Therapy Technician/Assistant
Folsom Lake College 2009 — 2011
Associate of Science (A.S.), Respiratory Care Therapy/Therapist
Rancho Murieta Homes & Land February 2015 - Present
Spencer Building Maintenance October 2011 - January 2014
Financial Freedom April 2006 - September 2008
Keller Williams Realty December 2004 - January 2008
Skills
Contract Negotiation, Budgets, Negotiation, Strategic Planning, New Business Development, Sales, Management, Sales Management, Leadership, Customer Service, Time Management, Ethics, People Skills
Education
American River College 2014 — 2015
Respiratory Therapy Technician/Assistant
Folsom Lake College 2009 — 2011
Associate of Science (A.S.), Respiratory Care Therapy/Therapist
Tina Montgomery Tina Montgomery's Financial Freedom Experience March 1999 - October 2007
Job Private Client Group at PNC
Industry Financial Services
Experience
PNC December 2012 - Present
Merrill Lynch November 2011 - November 2012
PNC Reverse Mortgage LLC October 2007 - May 2011
Financial Freedom March 1999 - October 2007
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Mortgage Lending, Refinance, Finance, Loans, Credit, Banking, Consumer Lending, Financial Services, Investments, Retirement Planning, Home Equity Lines of..., Relationship Management, Home Equity Loans, Reverse Mortgages, Strategic Financial..., Retirement, Insurance, Life Insurance, Fixed Annuities, Home Equity, Debt Consolidation, Retail Banking, FHA, Credit Analysis, FHA Financing
Education
Indiana University of Pennsylvania
B.A., Political Science/Business Management
Clarion University of Pennsylvania
Post-graduate classes in Accounting, Economics
PNC December 2012 - Present
Merrill Lynch November 2011 - November 2012
PNC Reverse Mortgage LLC October 2007 - May 2011
Financial Freedom March 1999 - October 2007
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Mortgage Lending, Refinance, Finance, Loans, Credit, Banking, Consumer Lending, Financial Services, Investments, Retirement Planning, Home Equity Lines of..., Relationship Management, Home Equity Loans, Reverse Mortgages, Strategic Financial..., Retirement, Insurance, Life Insurance, Fixed Annuities, Home Equity, Debt Consolidation, Retail Banking, FHA, Credit Analysis, FHA Financing
Education
Indiana University of Pennsylvania
B.A., Political Science/Business Management
Clarion University of Pennsylvania
Post-graduate classes in Accounting, Economics
Sherry Flores Sherry Flores's Financial Freedom Experience August 2002 - May 2011
Job New Position
Industry Banking
Experience
Caban Resources July 2013 - June 2015
Kelley Services, LLC April 2013 - May 2013
Molina Healthcare February 2013 - April 2013
Office Works October 2011 - December 2011
Financial Freedom August 2002 - May 2011
Parker Hannifin Corporation January 1999 - June 2002
Parker Hannifin Corporation January 1990 - January 1999
Skills
Mortgage Lending, Business Intelligence, Mortgage Banking, SDLC, Business Analysis, Project Management, Customer Service, Leadership, Software Documentation, Customer Satisfaction, Training, Budgets, Access, Insurance, Quality Assurance, Vendor Management, Process Improvement, Team Building, Banking, Healthcare, Risk Management, Call Centers, Analysis, Windows, Management, Outlook
Education
American Career College 2011 — 2013
Associate of Science (A.S.), Health Information Technology
Santa Ana College 1978 — 1981
Associates Degree, Medical Secretary
Caban Resources July 2013 - June 2015
Kelley Services, LLC April 2013 - May 2013
Molina Healthcare February 2013 - April 2013
Office Works October 2011 - December 2011
Financial Freedom August 2002 - May 2011
Parker Hannifin Corporation January 1999 - June 2002
Parker Hannifin Corporation January 1990 - January 1999
Skills
Mortgage Lending, Business Intelligence, Mortgage Banking, SDLC, Business Analysis, Project Management, Customer Service, Leadership, Software Documentation, Customer Satisfaction, Training, Budgets, Access, Insurance, Quality Assurance, Vendor Management, Process Improvement, Team Building, Banking, Healthcare, Risk Management, Call Centers, Analysis, Windows, Management, Outlook
Education
American Career College 2011 — 2013
Associate of Science (A.S.), Health Information Technology
Santa Ana College 1978 — 1981
Associates Degree, Medical Secretary
Camille Lamb Camille Lamb's Financial Freedom Experience October 2007 - December 2011
Job ***Currently Seeking a Position in Facilities***
Industry Facilities Services
Experience
Financial Freedom October 2007 - December 2011
Technical Aid Corporation (TAC Staffing) February 1992 - August 2001
Skills
Microsoft Excel, Leadership, Auditing, Vendor Management, Process Improvement, Team Building, Operations Management, Contract Negotiation, Human Resources, Project Management, Change Management, Customer Service, Analysis, Recruiting, Management, Program Management, Banking, Time Management, Payroll, Project Planning, Employee Relations, Policy, Training
Education
New York University 1984 — 1986
Financial Freedom October 2007 - December 2011
Technical Aid Corporation (TAC Staffing) February 1992 - August 2001
Skills
Microsoft Excel, Leadership, Auditing, Vendor Management, Process Improvement, Team Building, Operations Management, Contract Negotiation, Human Resources, Project Management, Change Management, Customer Service, Analysis, Recruiting, Management, Program Management, Banking, Time Management, Payroll, Project Planning, Employee Relations, Policy, Training
Education
New York University 1984 — 1986
Cliff Skoglund's Financial Freedom Experience February 2005 - January 2008
Job Sales Engineer at Ephesoft, Inc.
Industry Computer Software
Experience
Ephesoft, Inc. May 2015 - Present
Kofax Image Products February 2008 - May 2015
Financial Freedom February 2005 - January 2008
The Stockman Group January 2000 - December 2005
Skills
Enterprise Content..., Enterprise Software, Document Management, Microsoft SQL Server, IIS, Kofax, Technical Support, Document Imaging, Troubleshooting, CRM, SaaS, Cloud Computing, Integration, Databases, SQL, Business Process Design, Solution Architecture, SharePoint, Agile Methodologies
Education
University of Phoenix 2003 — 2005
B.S. in Information Technology, Information Technology
Mt. San Antonio College
Ephesoft, Inc. May 2015 - Present
Kofax Image Products February 2008 - May 2015
Financial Freedom February 2005 - January 2008
The Stockman Group January 2000 - December 2005
Skills
Enterprise Content..., Enterprise Software, Document Management, Microsoft SQL Server, IIS, Kofax, Technical Support, Document Imaging, Troubleshooting, CRM, SaaS, Cloud Computing, Integration, Databases, SQL, Business Process Design, Solution Architecture, SharePoint, Agile Methodologies
Education
University of Phoenix 2003 — 2005
B.S. in Information Technology, Information Technology
Mt. San Antonio College
Gerardine Amante's Financial Freedom Experience October 2007 - August 2008
Job
Industry Accounting
Experience
Financial Freedom October 2007 - August 2008
Financial Freedom A Subsidiary of IndyMac Bank January 2007 - October 2007
Education
San Francisco State University, College of Business 1998 — 2003
Lowell High School
Financial Freedom October 2007 - August 2008
Financial Freedom A Subsidiary of IndyMac Bank January 2007 - October 2007
Education
San Francisco State University, College of Business 1998 — 2003
Lowell High School
Douglas Hamm's Financial Freedom Experience July 2006 - August 2008
Job Vice President National Individual Sales at Assurity Life Insurance Co.
Industry Financial Services
Experience
Assurity Life Insurance Co. September 2008 - Present
Financial Freedom July 2006 - August 2008
Kansas City Life Ins. Co. and Affiliates 2005 - 2006
Education
Southern Nazarene University 2003 — 2005
MBA, Finance
Oklahoma State University 1989 — 1993
Assurity Life Insurance Co. September 2008 - Present
Financial Freedom July 2006 - August 2008
Kansas City Life Ins. Co. and Affiliates 2005 - 2006
Education
Southern Nazarene University 2003 — 2005
MBA, Finance
Oklahoma State University 1989 — 1993
Tracy Milligan's Financial Freedom Experience November 2003 - March 2008
Job VP of Operations at One Reverse Mortgage
Industry Banking
Experience
One Reverse Mortgage April 2008 - Present
Financial Freedom November 2003 - March 2008
Education
Purdue University
One Reverse Mortgage April 2008 - Present
Financial Freedom November 2003 - March 2008
Education
Purdue University
Deric Treon's Financial Freedom Experience March 2007 - May 2011
Job Independent Investor
Industry Financial Services
Experience
Vertu Ventures May 2011 - Present
Financial Freedom March 2007 - May 2011
Foresters 2001 - 2007
Prudential September 1993 - August 2000
Skills
Insurance, Leadership, Mortgage Lending, Retirement Planning, Sales Management, Qualified Retirement..., Sales, Coaching, Investments, Finance, Team Leadership, Risk Management, Banking, Management, Loans
Education
College for Financial Planning 1999 — 2000
CMFC, Financial Planning
San Jose State University
BS Business Management
Vertu Ventures May 2011 - Present
Financial Freedom March 2007 - May 2011
Foresters 2001 - 2007
Prudential September 1993 - August 2000
Skills
Insurance, Leadership, Mortgage Lending, Retirement Planning, Sales Management, Qualified Retirement..., Sales, Coaching, Investments, Finance, Team Leadership, Risk Management, Banking, Management, Loans
Education
College for Financial Planning 1999 — 2000
CMFC, Financial Planning
San Jose State University
BS Business Management
Alexis S's Financial Freedom Experience July 2007 - February 2010
Job Mediation Specialist at OneWest Bank
Industry Banking
Experience
OneWest Bank February 2010 - Present
Financial Freedom July 2007 - February 2010
Education
San Francisco State University
MBA, Marketing
OneWest Bank February 2010 - Present
Financial Freedom July 2007 - February 2010
Education
San Francisco State University
MBA, Marketing
Steve Irwin's Financial Freedom Experience January 1999 - May 2002
Job Executive Vice President, National Reverse Mortgage Lenders Association
Industry Nonprofit Organization Management
Experience
NRMLA March 2010 - Present
Financial Freedom Senior Funding Corporation May 2002 - November 2008
Financial Freedom January 1999 - May 2002
Skills
Risk Management, Strategic Planning, Business Management, Staff Development, Research, Quality Control, Management, Leadership, Strategy, Process Improvement, Operations Management, Sales, Mergers & Acquisitions, Executive Management, Program Management, Real Estate, Training, Analysis, Budgets, Team Building, Policy, Business Planning, Change Management, Performance Management, Competitive Analysis, Business Process, Human Resources, Customer Service, Banking, Finance, Financial Analysis, Start-ups
Education
University of San Francisco - Masagung Graduate School of Management 2000 — 2002
MBA
Grinnell College 1977 — 1981
BA
NRMLA March 2010 - Present
Financial Freedom Senior Funding Corporation May 2002 - November 2008
Financial Freedom January 1999 - May 2002
Skills
Risk Management, Strategic Planning, Business Management, Staff Development, Research, Quality Control, Management, Leadership, Strategy, Process Improvement, Operations Management, Sales, Mergers & Acquisitions, Executive Management, Program Management, Real Estate, Training, Analysis, Budgets, Team Building, Policy, Business Planning, Change Management, Performance Management, Competitive Analysis, Business Process, Human Resources, Customer Service, Banking, Finance, Financial Analysis, Start-ups
Education
University of San Francisco - Masagung Graduate School of Management 2000 — 2002
MBA
Grinnell College 1977 — 1981
BA
Jessica Yee's Financial Freedom Experience March 2003 - March 2004
Job Director of Operations
Industry Financial Services
Experience
Liberty Home Equity Solutions, Inc. April 2013 - Present
Liberty Home Equity Access, Inc. FKA Genworth Financial Home Equity Access February 2011 - March 2013
Genworth Financial Home Equity Access July 2009 - February 2011
Genworth Financial Home Equity Access October 2007 - July 2009
Genworth Financial Home Equity Access FKA Liberty Reverse Mortgage March 2004 - October 2007
Financial Freedom March 2003 - March 2004
Financial Freedom July 2002 - March 2003
First Union July 1997 - July 2002
Skills
Mortgage Lending, Mortgage, Loans, Customer Service, Customer Relations, Reverse Mortgages, Mortgage Banking, FHA, Refinance, Mortgage Underwriting, Credit, Loan Origination, Residential Mortgages, FHA financing, USDA, Underwriting, VA loans, FHA Financing
Education
University of California, Davis 1991 — 1995
Bachelor of Arts (BA), Sociology
Quality & Productivity Solutions, Inc., QPS Institute
Green Belt (QPS051415-6), Lean Six Sigma
Liberty Home Equity Solutions, Inc. April 2013 - Present
Liberty Home Equity Access, Inc. FKA Genworth Financial Home Equity Access February 2011 - March 2013
Genworth Financial Home Equity Access July 2009 - February 2011
Genworth Financial Home Equity Access October 2007 - July 2009
Genworth Financial Home Equity Access FKA Liberty Reverse Mortgage March 2004 - October 2007
Financial Freedom March 2003 - March 2004
Financial Freedom July 2002 - March 2003
First Union July 1997 - July 2002
Skills
Mortgage Lending, Mortgage, Loans, Customer Service, Customer Relations, Reverse Mortgages, Mortgage Banking, FHA, Refinance, Mortgage Underwriting, Credit, Loan Origination, Residential Mortgages, FHA financing, USDA, Underwriting, VA loans, FHA Financing
Education
University of California, Davis 1991 — 1995
Bachelor of Arts (BA), Sociology
Quality & Productivity Solutions, Inc., QPS Institute
Green Belt (QPS051415-6), Lean Six Sigma
Angela Woo's Financial Freedom Experience V.P.- Servicing AccountingFinancial Freedom Senior Funding Corporation [Reverse Mortgage Originations/Servicing]1997 - 2008
Job VP at Financial Freedom
Industry Accounting
Experience
Financial Freedom V.P.- Servicing AccountingFinancial Freedom Senior Funding Corporation [Reverse Mortgage Originations/Servicing]1997 - 2008
Education
Golden Gate University 1990 — 1993
Financial Freedom V.P.- Servicing AccountingFinancial Freedom Senior Funding Corporation [Reverse Mortgage Originations/Servicing]1997 - 2008
Education
Golden Gate University 1990 — 1993
Scott Rhode's Financial Freedom Experience January 2010 - May 2011
Job Loan Officer Reverse Mortgage Direct
Industry Financial Services
Experience
Financial Planning Association of Puget Sound 2010 - Present
Metlife Bank February 2011 - February 2012
Financial Freedom January 2010 - May 2011
Senior Financial Corporation February 2009 - January 2010
Rhode Interactive Marketing, Inc 1995 - 2009
Century Direct Marketing, Inc 1985 - 1995
Education
California State University-Fullerton
Financial Planning Association of Puget Sound 2010 - Present
Metlife Bank February 2011 - February 2012
Financial Freedom January 2010 - May 2011
Senior Financial Corporation February 2009 - January 2010
Rhode Interactive Marketing, Inc 1995 - 2009
Century Direct Marketing, Inc 1985 - 1995
Education
California State University-Fullerton
Krista Ifill's Financial Freedom Experience April 2006 - March 2009
Job Staff Development Specialist at Georgia United Credit Union
Industry Professional Training & Coaching
Experience
Georgia United Credit Union January 2013 - Present
Georgia United Credit Union January 2013 - Present
Community and Southern Bank January 2012 - December 2012
Bank of America April 2011 - October 2011
Bank of America April 2010 - April 2011
Financial Freedom April 2006 - March 2009
Bank of America February 2004 - November 2005
Bank of America February 2004 - November 2005
Bank of America April 2000 - February 2004
Bank of America April 2000 - February 2004
Skills
Human Resources, Coaching, Recruiting, Leadership, Training, Sales, Management, Onboarding, Strategy, Microsoft Office, Strategic Planning, Customer Service, Instructional Design, Performance Improvement, Employee Training, Customer Satisfaction, Process Improvement, Public Speaking, Team Building
Education
University of Phoenix 2006 — 2007
MHRM, Human Resources Management and Services
University of Phoenix
Master's degree, Human Resources Managment; Psychology
Georgia State University 1998 — 2001
BA, Psychology
San Fernando Government Secondary School
Georgia United Credit Union January 2013 - Present
Georgia United Credit Union January 2013 - Present
Community and Southern Bank January 2012 - December 2012
Bank of America April 2011 - October 2011
Bank of America April 2010 - April 2011
Financial Freedom April 2006 - March 2009
Bank of America February 2004 - November 2005
Bank of America February 2004 - November 2005
Bank of America April 2000 - February 2004
Bank of America April 2000 - February 2004
Skills
Human Resources, Coaching, Recruiting, Leadership, Training, Sales, Management, Onboarding, Strategy, Microsoft Office, Strategic Planning, Customer Service, Instructional Design, Performance Improvement, Employee Training, Customer Satisfaction, Process Improvement, Public Speaking, Team Building
Education
University of Phoenix 2006 — 2007
MHRM, Human Resources Management and Services
University of Phoenix
Master's degree, Human Resources Managment; Psychology
Georgia State University 1998 — 2001
BA, Psychology
San Fernando Government Secondary School
Lawrence Williams II's Financial Freedom Experience December 2006 - Present
Job Communications Expert
Industry Information Technology and Services
Experience
Financial Freedom December 2006 - Present
Discount Tire Company June 2006 - November 2006
Independant Consultant April 2005 - May 2006
CompuCredit February 2004 - April 2005
CompuCredit April 2002 - February 2004
CompuCredit March 2001 - April 2002
New Breed July 1999 - March 2001
American Express June 1997 - July 1999
Sav-Way Food Stores October 1996 - June 1997
Education
Keller Graduate School of Management 2003 — 2008
MPM, Project Management
Charleston Southern University 2002 — 2006
BS, Criminal Justice
Financial Freedom December 2006 - Present
Discount Tire Company June 2006 - November 2006
Independant Consultant April 2005 - May 2006
CompuCredit February 2004 - April 2005
CompuCredit April 2002 - February 2004
CompuCredit March 2001 - April 2002
New Breed July 1999 - March 2001
American Express June 1997 - July 1999
Sav-Way Food Stores October 1996 - June 1997
Education
Keller Graduate School of Management 2003 — 2008
MPM, Project Management
Charleston Southern University 2002 — 2006
BS, Criminal Justice
Irene Olivera-Haislip's Financial Freedom Experience January 2002 - Present
Job Owner, Financial Freedom
Industry Banking
Experience
Financial Freedom January 2002 - Present
Education
California State Polytechnic University-Pomona 1992 — 2000
Financial Freedom January 2002 - Present
Education
California State Polytechnic University-Pomona 1992 — 2000
Ted Smykla's Financial Freedom Experience 2006 - 2007
Job ITSM Project Manager, Thermo Fisher Scientific
Industry Health, Wellness and Fitness
Experience
Thermo Fisher Scientific December 2014 - Present
CIty of Hope June 2008 - December 2014
Perot Systems/Cedars Sinai Medical Center March 2007 - June 2008
Financial Freedom 2006 - 2007
Guess 2005 - 2006
Sony Pictures Entertainment 2004 - 2005
Skills
Service Desk, Active Directory, Windows Server, Troubleshooting, System Administration, ITIL, Software Documentation, SharePoint, Microsoft Exchange, Citrix, Crystal Reports, Servers, Vendor Management, VMware, Hardware, Networking, Windows 7, Windows, Computer Hardware, XP
Education
Univ of Phoenix 2001 — 2003
MBA, IT Management
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2000
Bachelor of Arts, Concentration in MIS
Thermo Fisher Scientific December 2014 - Present
CIty of Hope June 2008 - December 2014
Perot Systems/Cedars Sinai Medical Center March 2007 - June 2008
Financial Freedom 2006 - 2007
Guess 2005 - 2006
Sony Pictures Entertainment 2004 - 2005
Skills
Service Desk, Active Directory, Windows Server, Troubleshooting, System Administration, ITIL, Software Documentation, SharePoint, Microsoft Exchange, Citrix, Crystal Reports, Servers, Vendor Management, VMware, Hardware, Networking, Windows 7, Windows, Computer Hardware, XP
Education
Univ of Phoenix 2001 — 2003
MBA, IT Management
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 2000
Bachelor of Arts, Concentration in MIS
Jake Dorman's Financial Freedom Experience November 2007 - March 2008
Job Reverse Mortgage Relationship Manager at 1st Reverse Financial Services
Industry Financial Services
Experience
1st Reverse Financial Services March 2008 - Present
Financial Freedom November 2007 - March 2008
Irwin Home Equity April 2006 - October 2007
123 Loan November 2001 - March 2006
Education
Orange Coast College 1997 — 1999
1st Reverse Financial Services March 2008 - Present
Financial Freedom November 2007 - March 2008
Irwin Home Equity April 2006 - October 2007
123 Loan November 2001 - March 2006
Education
Orange Coast College 1997 — 1999
Mistelle Mashburn Kane's Financial Freedom Experience July 2006 - August 2008
Job Executive Assistant at GVC Financial Services, LLC
Industry Investment Banking
Experience
GVC Financial Services, LLC 2009 - Present
Financial Freedom July 2006 - August 2008
Education
Diablo Valley College 2002 — 2006
General Studies
College of Marin
Business
GVC Financial Services, LLC 2009 - Present
Financial Freedom July 2006 - August 2008
Education
Diablo Valley College 2002 — 2006
General Studies
College of Marin
Business
Violeta Mishelle Maldonado Bravo's Financial Freedom Experience June 2007 - August 2008
Job Operations Support Coordinator at DeVry University
Industry Accounting
Experience
One Brick August 2012 - Present
DeVry University March 2013 - February 2015
The Women's Building January 2013 - April 2013
Heald College May 2012 - March 2013
CCCSSF February 2010 - May 2012
The Women's Building January 2012 - April 2012
DeVry University 2009 - 2011
Immigration Practice Group January 2009 - January 2010
Financial Freedom June 2007 - August 2008
Financial Freedom February 2005 - May 2007
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Translation, QuickBooks, Reverse Mortgages, Foreclosures, Bilingual-Spanish, Typing, Surveys, Non Profits, Income Tax Preparer, Housing Counseling, PowerPoint, Finance, Training, Time Management, Management, Surveying, Accounting, Teamwork, Marketing, Budgets
Education
DeVry University 2009 — 2010
BA, Technical Management, Specialty in Accounting
City College of San Francisco 2004 — 2005
Certificate, Introduction to Human Services
City College of San Francisco 2002 — 2005
AA, General Education
Keller Graduate School of Management of DeVry University
Master of Public Administration (MPA), Public Health
One Brick August 2012 - Present
DeVry University March 2013 - February 2015
The Women's Building January 2013 - April 2013
Heald College May 2012 - March 2013
CCCSSF February 2010 - May 2012
The Women's Building January 2012 - April 2012
DeVry University 2009 - 2011
Immigration Practice Group January 2009 - January 2010
Financial Freedom June 2007 - August 2008
Financial Freedom February 2005 - May 2007
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Translation, QuickBooks, Reverse Mortgages, Foreclosures, Bilingual-Spanish, Typing, Surveys, Non Profits, Income Tax Preparer, Housing Counseling, PowerPoint, Finance, Training, Time Management, Management, Surveying, Accounting, Teamwork, Marketing, Budgets
Education
DeVry University 2009 — 2010
BA, Technical Management, Specialty in Accounting
City College of San Francisco 2004 — 2005
Certificate, Introduction to Human Services
City College of San Francisco 2002 — 2005
AA, General Education
Keller Graduate School of Management of DeVry University
Master of Public Administration (MPA), Public Health
Yoon-Mi Antone's Financial Freedom Experience April 2007 - May 2009
Job Senior Policy and Procedure Analyst at Financial Freedom
Industry Financial Services
Experience
Financial Freedom April 2007 - May 2009
Ann Taylor 2006 - 2008
Financial Freedom October 2005 - April 2007
IDS Real Estate Group January 2005 - October 2005
Skills
Software Documentation, Access, SharePoint, Leadership, Data Analysis, Management, Policy, Microsoft Excel, PowerPoint
Education
Claremont McKenna College 2001 — 2005
Literature & Asian Studies
Financial Freedom April 2007 - May 2009
Ann Taylor 2006 - 2008
Financial Freedom October 2005 - April 2007
IDS Real Estate Group January 2005 - October 2005
Skills
Software Documentation, Access, SharePoint, Leadership, Data Analysis, Management, Policy, Microsoft Excel, PowerPoint
Education
Claremont McKenna College 2001 — 2005
Literature & Asian Studies
Hai Quach's Financial Freedom Experience 2005 - 2006
Job Proposal Leader at Johnson Controls
Industry Renewables & Environment
Experience
Johnson Controls September 2014 - Present
Panasonic Avionics Corporation July 2006 - August 2014
Financial Freedom 2005 - 2006
Skills
Strategy, Strategic Planning, Negotiation, Sales Operations, Forecasting, Sales, Marketing, Sales Management, Cross-functional Team..., Software Documentation, Process Improvement, CRM, Salesforce.com, Leadership, Program Management, Product Management, Microsoft Office
Education
California State University-Long Beach 2003 — 2005
BA, Speech Communications
Orange Coast College
Associate's degree, General Studies
Johnson Controls September 2014 - Present
Panasonic Avionics Corporation July 2006 - August 2014
Financial Freedom 2005 - 2006
Skills
Strategy, Strategic Planning, Negotiation, Sales Operations, Forecasting, Sales, Marketing, Sales Management, Cross-functional Team..., Software Documentation, Process Improvement, CRM, Salesforce.com, Leadership, Program Management, Product Management, Microsoft Office
Education
California State University-Long Beach 2003 — 2005
BA, Speech Communications
Orange Coast College
Associate's degree, General Studies
Deborah McIntosh's Financial Freedom Experience January 2011 - February 2011
Job Executive Assistant at Edwards Lifesciences
Industry Banking
Experience
Edwards Lifesciences January 2011 - Present
Financial Freedom January 2011 - February 2011
NGK Spark Plugs (U.S.A.) April 1993 - May 2006
Skills
Outlook, Customer Service, Administrative..., PowerPoint, Microsoft Office, Sales, Management, Marketing, Customer Satisfaction
Education
Northeastern University 1972 — 1973
Dental Assisting
Edwards Lifesciences January 2011 - Present
Financial Freedom January 2011 - February 2011
NGK Spark Plugs (U.S.A.) April 1993 - May 2006
Skills
Outlook, Customer Service, Administrative..., PowerPoint, Microsoft Office, Sales, Management, Marketing, Customer Satisfaction
Education
Northeastern University 1972 — 1973
Dental Assisting
Amanda Franco's Financial Freedom Experience June 2006 - September 2011
Job Vice President, Business Project Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank October 2011 - Present
Financial Freedom June 2006 - September 2011
IndyMac 2000 - 2006
Skills
Vendor Management, Loans, Process Improvement, Software Documentation, Management, PMP, Certified Project..., Six Sigma, Primavera P6, Risk Management, Consumer Lending, Mortgage Lending, Mortgage Servicing, Global Regulatory..., MERS
Education
Central Michigan University 1996 — 2000
BS in BA, Operations Mgt, Math, Accounting
SunTrust Bank October 2011 - Present
Financial Freedom June 2006 - September 2011
IndyMac 2000 - 2006
Skills
Vendor Management, Loans, Process Improvement, Software Documentation, Management, PMP, Certified Project..., Six Sigma, Primavera P6, Risk Management, Consumer Lending, Mortgage Lending, Mortgage Servicing, Global Regulatory..., MERS
Education
Central Michigan University 1996 — 2000
BS in BA, Operations Mgt, Math, Accounting
Reginal Prasad's Financial Freedom Experience November 2007 - April 2009
Job Funder at Summit Funding, Inc.
Industry Banking
Experience
California Department of Veterans Affairs November 2014 - Present
Summit Funding, Inc. October 2013 - November 2014
American Pacific Mortgage November 2010 - October 2013
Prospect Mortgage, LLC May 2009 - November 2010
Financial Freedom November 2007 - April 2009
Indymac Bank 2003 - 2007
Skills
Mortgage Lending, Loans, FHA, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Refinance, Banking, Credit Analysis, VA loans, USDA, FHA financing, Government Loans, Funding, Finance
Education
California State University-Sacramento 2009 — 2012
Bachelor's degree, Business Finance
University of the South Pacific 1998 — 2000
Diploma, Computing Science
California Department of Veterans Affairs November 2014 - Present
Summit Funding, Inc. October 2013 - November 2014
American Pacific Mortgage November 2010 - October 2013
Prospect Mortgage, LLC May 2009 - November 2010
Financial Freedom November 2007 - April 2009
Indymac Bank 2003 - 2007
Skills
Mortgage Lending, Loans, FHA, Reverse Mortgages, Mortgage Banking, Residential Mortgages, Refinance, Banking, Credit Analysis, VA loans, USDA, FHA financing, Government Loans, Funding, Finance
Education
California State University-Sacramento 2009 — 2012
Bachelor's degree, Business Finance
University of the South Pacific 1998 — 2000
Diploma, Computing Science
Jack W. McGovern's Financial Freedom Experience 2005 - 2007
Job Institutional Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
National Valuation Consultants, Inc. January 2013 - April 2015
National Valuation Consultants, Inc. February 2012 - January 2013
US Health Advisors October 2011 - February 2012
1st Reverse Mortgage USA May 2010 - March 2011
Live Well Financial, Inc. March 2009 - May 2010
1st Reverse Financial Services, LLC April 2008 - February 2009
Financial Freedom 2005 - 2007
Cornerstone REIT Pacific Life Atlas Funds Morgan Stanley 2000 - 2005
Skills
Series 7, Real Estate, Sales, Due Diligence, Investments, Loans, Insurance, Banking, Appraisal, Appraisals, Valuation, Argus Modeling, Business Development, FHA, Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate Economics
Education
Kennesaw State University 1993 — 1997
B.A., History
Charles Schwab May 2015 - Present
National Valuation Consultants, Inc. January 2013 - April 2015
National Valuation Consultants, Inc. February 2012 - January 2013
US Health Advisors October 2011 - February 2012
1st Reverse Mortgage USA May 2010 - March 2011
Live Well Financial, Inc. March 2009 - May 2010
1st Reverse Financial Services, LLC April 2008 - February 2009
Financial Freedom 2005 - 2007
Cornerstone REIT Pacific Life Atlas Funds Morgan Stanley 2000 - 2005
Skills
Series 7, Real Estate, Sales, Due Diligence, Investments, Loans, Insurance, Banking, Appraisal, Appraisals, Valuation, Argus Modeling, Business Development, FHA, Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate Economics
Education
Kennesaw State University 1993 — 1997
B.A., History
Mercedes Liddell's Financial Freedom Experience November 2007 - March 2009
Job Repair Analyst at Generation Mortgage Company
Industry Financial Services
Experience
Generation Mortgage Co. August 2012 - Present
Generation Mortgage Co. August 2011 - August 2012
Generation Mortgage Company March 2009 - August 2011
Financial Freedom November 2007 - March 2009
GB Home Equity 2001 - 2006
Skills
Underwriting, Mortgage Lending, Reverse Mortgages, Training, Loans, Insurance, Management, FHA, Funding
Education
Kennesaw State University 2010 — 2015
Communications, Public Relations
Generation Mortgage Co. August 2012 - Present
Generation Mortgage Co. August 2011 - August 2012
Generation Mortgage Company March 2009 - August 2011
Financial Freedom November 2007 - March 2009
GB Home Equity 2001 - 2006
Skills
Underwriting, Mortgage Lending, Reverse Mortgages, Training, Loans, Insurance, Management, FHA, Funding
Education
Kennesaw State University 2010 — 2015
Communications, Public Relations
Aimee MacMahon's Financial Freedom Experience April 1997 - June 2011
Job DE Underwriter at Open Mortgage, LLC
Industry Financial Services
Experience
Open Mortgage, LLC December 2014 - Present
Generation Mortgage Company September 2012 - November 2014
Financial Freedom April 1997 - June 2011
Skills
Reverse Mortgages, FHA
Education
Auburn University, College of Business 1987 — 1991
BS Business Administration, Finance
Open Mortgage, LLC December 2014 - Present
Generation Mortgage Company September 2012 - November 2014
Financial Freedom April 1997 - June 2011
Skills
Reverse Mortgages, FHA
Education
Auburn University, College of Business 1987 — 1991
BS Business Administration, Finance
Bosha Dorman's Financial Freedom Experience October 2005 - June 2011
Job Director of Risk and Compliance
Industry Financial Services
Experience
American Advisors Group June 2011 - Present
Financial Freedom October 2005 - June 2011
Education
California State University Northridge
American Advisors Group June 2011 - Present
Financial Freedom October 2005 - June 2011
Education
California State University Northridge
Tawnie Teamer's Financial Freedom Experience November 2005 - July 2010
Job Compliance Analyst at Equity Prime Mortgage
Industry Financial Services
Experience
Equity Prime Mortgage September 2015 - Present
Crescent Mortgage Company December 2011 - September 2015
fCrescent Mortgage Corp. August 2011 - December 2011
Amerisave Mortgage Corporation September 2010 - August 2011
Financial Freedom November 2005 - July 2010
M&T Bank February 1998 - July 2005
Skills
Credit, Quality Assurance, Mortgage Lending, Credit Analysis, Customer Service, Loans, FHA, Mortgage Banking, Leadership, Refinance, Banking, Microsoft Office, Finance, Loan Origination, Reverse Mortgages
Education
University at Buffalo 1987 — 1991
BA, African American History & Political Science
Equity Prime Mortgage September 2015 - Present
Crescent Mortgage Company December 2011 - September 2015
fCrescent Mortgage Corp. August 2011 - December 2011
Amerisave Mortgage Corporation September 2010 - August 2011
Financial Freedom November 2005 - July 2010
M&T Bank February 1998 - July 2005
Skills
Credit, Quality Assurance, Mortgage Lending, Credit Analysis, Customer Service, Loans, FHA, Mortgage Banking, Leadership, Refinance, Banking, Microsoft Office, Finance, Loan Origination, Reverse Mortgages
Education
University at Buffalo 1987 — 1991
BA, African American History & Political Science
Howie Margolies's Financial Freedom Experience January 1985 - 2008
Job Appraiser at Howie Margolies Appraisals
Industry Real Estate
Experience
Howie Margolies Appraisals November 1985 - Present
Independent Real Estate Appraiser January 1985 - Present
Senior Funding September 1985 - 2008
Financial Freedom January 1985 - 2008
Howard Margolies November 2004 - March 2006
Skills
Appraisals, Real Estate, Short Sales, REO, Single Family Homes, Foreclosures, Investment Properties, FHA, Condos, Valuation
Education
Long Island University
Bachelor of Business Administration (BBA), business
Howie Margolies Appraisals November 1985 - Present
Independent Real Estate Appraiser January 1985 - Present
Senior Funding September 1985 - 2008
Financial Freedom January 1985 - 2008
Howard Margolies November 2004 - March 2006
Skills
Appraisals, Real Estate, Short Sales, REO, Single Family Homes, Foreclosures, Investment Properties, FHA, Condos, Valuation
Education
Long Island University
Bachelor of Business Administration (BBA), business
Lindsay Jennings's Financial Freedom Experience June 2008 - July 2012
Job Home Loan Processor at Wells Fargo Home Mortgage
Industry Accounting
Experience
Wells Fargo Home Mortgage July 2012 - Present
Financial Freedom June 2008 - July 2012
First Financial Bankshares, Inc. May 2001 - January 2008
Lowe's Home Improvement May 1998 - October 2001
Skills
Loans, Mortgage Lending, Credit, Banking, Loan Origination, Mortgage Banking, Credit Analysis, Financial Analysis, Residential Mortgages, FHA, Refinance, Underwriting, Finance, Loan Servicing, Risk Management, Portfolio Management, Accounting, Financial Reporting, Financial Modeling, Construction Loans, Account Reconciliation, Financial Services, Cross Selling
Education
University of Phoenix 2009 — 2014
Bachelor's degree currently in progress, Accounting/ Finance
Angelo State University 1996 — 1998
Wells Fargo Home Mortgage July 2012 - Present
Financial Freedom June 2008 - July 2012
First Financial Bankshares, Inc. May 2001 - January 2008
Lowe's Home Improvement May 1998 - October 2001
Skills
Loans, Mortgage Lending, Credit, Banking, Loan Origination, Mortgage Banking, Credit Analysis, Financial Analysis, Residential Mortgages, FHA, Refinance, Underwriting, Finance, Loan Servicing, Risk Management, Portfolio Management, Accounting, Financial Reporting, Financial Modeling, Construction Loans, Account Reconciliation, Financial Services, Cross Selling
Education
University of Phoenix 2009 — 2014
Bachelor's degree currently in progress, Accounting/ Finance
Angelo State University 1996 — 1998
Jasmine Sandhu's Financial Freedom Experience April 2008 - August 2008
Job
Industry Accounting
Experience
Xamarin April 2015 - Present
WideOrbit July 2014 - April 2015
Ooyala June 2010 - July 2014
Allure Labs December 2009 - June 2010
Allure Cosmetic May 2009 - December 2009
Financial Freedom April 2008 - August 2008
Skills
Accounts Payable, Financial Analysis, Payroll, Accounts Receivable, Account Reconciliation, Invoicing, Accounting, Finance, Microsoft Excel, Customer Service, Spreadsheets, Sales, Data Entry, Revenue Recognition, Commission, Billing Services, Bookings, Zuora, Xactly
Education
San Jose State University 2005 — 2007
B.S, Finance
Xamarin April 2015 - Present
WideOrbit July 2014 - April 2015
Ooyala June 2010 - July 2014
Allure Labs December 2009 - June 2010
Allure Cosmetic May 2009 - December 2009
Financial Freedom April 2008 - August 2008
Skills
Accounts Payable, Financial Analysis, Payroll, Accounts Receivable, Account Reconciliation, Invoicing, Accounting, Finance, Microsoft Excel, Customer Service, Spreadsheets, Sales, Data Entry, Revenue Recognition, Commission, Billing Services, Bookings, Zuora, Xactly
Education
San Jose State University 2005 — 2007
B.S, Finance
Allen Hamilton's Financial Freedom Experience November 2007 - November 2008
Job Director of Finance at The Island Las Vegas, LLC
Industry Real Estate
Experience
The Island Las Vegas, LLC November 2008 - Present
Financial Freedom November 2007 - November 2008
Indymac Bank August 2004 - November 2007
Education
Saint Mary's College of California 1988 — 1989
BA, Business Administration/Management
The Island Las Vegas, LLC November 2008 - Present
Financial Freedom November 2007 - November 2008
Indymac Bank August 2004 - November 2007
Education
Saint Mary's College of California 1988 — 1989
BA, Business Administration/Management
Michelle Tom's Financial Freedom Experience 2007 - 2008
Job Human Resources Professional
Industry Human Resources
Experience
DeNA 2012 - 2013
Institute for OneWorld Health 2011 - 2012
Institute for OneWorld Health 2010 - 2011
Institute for OneWorld Health 2009 - 2010
Financial Freedom 2007 - 2008
Financial Freedom 2006 - 2007
Financial Freedom 2004 - 2006
Skills
HR Policies and..., Legal Compliance, Benefits Administration, Performance Management, Employee Handbooks, Recruitment, Onboarding, New Hire Orientations, HRIS, Employee Training, Confidential Record..., Workers Compensation, Recruiting, Policy, Human Resources, Employee Benefits, Nonprofits, Employee Relations, Leadership, Talent Acquisition, Management, College Recruiting, Applicant Tracking..., Public Records, Talent Management, Interviews, Personnel Management, Succession Planning, Technical Recruiting, FMLA, Mergers & Acquisitions, Strategy, Leadership Development, Coaching, Screening, Internet Recruiting, HR Policies, Resume Writing, Organizational..., Background Checks, PeopleSoft, Team Building, Workforce Planning, Job Fairs, Employee Engagement, Sourcing, Screening Resumes, Outlook, Payroll, Benefits Negotiation
Education
San Francisco State University
Certificate, Human Resource Management: Fundamental Issues
University of California, Berkeley
BA, Legal Studies
DeNA 2012 - 2013
Institute for OneWorld Health 2011 - 2012
Institute for OneWorld Health 2010 - 2011
Institute for OneWorld Health 2009 - 2010
Financial Freedom 2007 - 2008
Financial Freedom 2006 - 2007
Financial Freedom 2004 - 2006
Skills
HR Policies and..., Legal Compliance, Benefits Administration, Performance Management, Employee Handbooks, Recruitment, Onboarding, New Hire Orientations, HRIS, Employee Training, Confidential Record..., Workers Compensation, Recruiting, Policy, Human Resources, Employee Benefits, Nonprofits, Employee Relations, Leadership, Talent Acquisition, Management, College Recruiting, Applicant Tracking..., Public Records, Talent Management, Interviews, Personnel Management, Succession Planning, Technical Recruiting, FMLA, Mergers & Acquisitions, Strategy, Leadership Development, Coaching, Screening, Internet Recruiting, HR Policies, Resume Writing, Organizational..., Background Checks, PeopleSoft, Team Building, Workforce Planning, Job Fairs, Employee Engagement, Sourcing, Screening Resumes, Outlook, Payroll, Benefits Negotiation
Education
San Francisco State University
Certificate, Human Resource Management: Fundamental Issues
University of California, Berkeley
BA, Legal Studies
Mike Mooney's Financial Freedom Experience April 2002 - August 2006
Job Sales Manager at Reverse Mortgage Funding LLC
Industry Banking
Experience
Reverse Mortgage Funding LLC March 2013 - Present
Security One Lending July 2012 - February 2013
MetLife Financial Services May 2008 - July 2012
Financial Freedom April 2002 - August 2006
Official Payments Corporation January 1999 - May 2002
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Residential Mortgages, Banking, Retirement, Sales Management, Investment Properties, Credit Analysis, Retirement Planning, Financial Analysis, Mortgage Underwriting, Real Estate, Credit Risk, Strategic Financial..., Financial Planning, Loan Servicing
Education
East Carolina University - College of Business 1983 — 1987
B.S., Business Administration
Pompton Lakes High School
Reverse Mortgage Funding LLC March 2013 - Present
Security One Lending July 2012 - February 2013
MetLife Financial Services May 2008 - July 2012
Financial Freedom April 2002 - August 2006
Official Payments Corporation January 1999 - May 2002
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Residential Mortgages, Banking, Retirement, Sales Management, Investment Properties, Credit Analysis, Retirement Planning, Financial Analysis, Mortgage Underwriting, Real Estate, Credit Risk, Strategic Financial..., Financial Planning, Loan Servicing
Education
East Carolina University - College of Business 1983 — 1987
B.S., Business Administration
Pompton Lakes High School
Peggy LaDuke's Financial Freedom Experience November 2005 - Present
Job QC Supervisor at Financial Freedom
Industry Financial Services
Experience
Financial Freedom November 2005 - Present
Expanded Mortgage Credit July 2005 - December 2005
Indymac Bank December 2002 - December 2005
Encore Credit Corp July 2002 - December 2002
Ameriquest Mortgage 1998 - 1999
Education
Fullerton College 1998 — 1999
Business
Rio Hondo Community College 1970 — 1972
General Education
Financial Freedom November 2005 - Present
Expanded Mortgage Credit July 2005 - December 2005
Indymac Bank December 2002 - December 2005
Encore Credit Corp July 2002 - December 2002
Ameriquest Mortgage 1998 - 1999
Education
Fullerton College 1998 — 1999
Business
Rio Hondo Community College 1970 — 1972
General Education
Kristy Green's Financial Freedom Experience October 2005 - March 2011
Job Focused Graduate
Industry Entertainment
Experience
Financial Freedom October 2005 - March 2011
University Homes July 2001 - October 2005
Skills
•Highly organized and...
Education
Strayer University-Georgia 2009 — 2013
Master's degree, Business Administration
Financial Freedom October 2005 - March 2011
University Homes July 2001 - October 2005
Skills
•Highly organized and...
Education
Strayer University-Georgia 2009 — 2013
Master's degree, Business Administration
Bob Emerling's Financial Freedom Experience October 2004 - June 2009
Job Banking, Mortgage, and Consumer Loan Executive
Industry Banking
Experience
Silvergate Bank October 2011 - July 2014
American Advisors Group March 2011 - October 2011
FHA Partners May 2009 - September 2011
Financial Freedom October 2004 - June 2009
Skills
Leadership, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Loans, Credit, Refinance, Underwriting, Banking, Credit Analysis, Risk Management, Reverse Mortgages, Finance, Financial Analysis, Mortgage Underwriting, FHA financing, Real Estate Financing, Real Estate
Education
Eastern Illinois University
BS, Psychology, minor in Math and Business
Silvergate Bank October 2011 - July 2014
American Advisors Group March 2011 - October 2011
FHA Partners May 2009 - September 2011
Financial Freedom October 2004 - June 2009
Skills
Leadership, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Loans, Credit, Refinance, Underwriting, Banking, Credit Analysis, Risk Management, Reverse Mortgages, Finance, Financial Analysis, Mortgage Underwriting, FHA financing, Real Estate Financing, Real Estate
Education
Eastern Illinois University
BS, Psychology, minor in Math and Business
John Winemiller's Financial Freedom Experience July 2015 - Present
Job Supervisor in Financial Industry
Industry Banking
Experience
Financial Freedom July 2015 - Present
Financial Freedom April 2013 - July 2015
Gila LLC November 2010 - April 2013
United Heritage Credit Union September 2009 - November 2010
IndyMac Bank / One West Bank February 2007 - August 2009
WAMU / Providian February 2002 - December 2006
Skills
Problem Solving, Negotiation, 3D Studio Max, LPS, Pro/Engineer, Revit, Inventor, Excel, Microsoft Office, Customer Service, Telephone Skills, Customer Relations, Word, Team Building, PowerPoint, Documentation, Outlook, Hiring, Supervisory Skills, Coaching, Scheduling, Teamwork, Troubleshooting, Process Improvement, Customer Satisfaction, Team Leadership, Mentoring, Time Management, Call Center, Analysis, Technical Writing, Quality Assurance, Research, Budgeting, Planning, Banking, Innovation, Goal-driven leader, Training, Operations Management, Highly Ambitious, Conflict Resolution, Employee Engagement, Performance Metrics, Customer Escalation..., Microsoft Word, Call Centers, Loan Servicing, Mortgage Servicing, Loss Mitigation
Education
Austin Community College 2004 — 2010
AAS, Architectural and Engineering CAD - Mechanical Specialization
Austin Community College 2004 — 2010
AAS, Architectural and Engineering CAD - Architectural Specialization
Austin Community College 2004 — 2010
AAS, Architectural and Engineering CAD - Electronic / IC Layout Specialization
Financial Freedom July 2015 - Present
Financial Freedom April 2013 - July 2015
Gila LLC November 2010 - April 2013
United Heritage Credit Union September 2009 - November 2010
IndyMac Bank / One West Bank February 2007 - August 2009
WAMU / Providian February 2002 - December 2006
Skills
Problem Solving, Negotiation, 3D Studio Max, LPS, Pro/Engineer, Revit, Inventor, Excel, Microsoft Office, Customer Service, Telephone Skills, Customer Relations, Word, Team Building, PowerPoint, Documentation, Outlook, Hiring, Supervisory Skills, Coaching, Scheduling, Teamwork, Troubleshooting, Process Improvement, Customer Satisfaction, Team Leadership, Mentoring, Time Management, Call Center, Analysis, Technical Writing, Quality Assurance, Research, Budgeting, Planning, Banking, Innovation, Goal-driven leader, Training, Operations Management, Highly Ambitious, Conflict Resolution, Employee Engagement, Performance Metrics, Customer Escalation..., Microsoft Word, Call Centers, Loan Servicing, Mortgage Servicing, Loss Mitigation
Education
Austin Community College 2004 — 2010
AAS, Architectural and Engineering CAD - Mechanical Specialization
Austin Community College 2004 — 2010
AAS, Architectural and Engineering CAD - Architectural Specialization
Austin Community College 2004 — 2010
AAS, Architectural and Engineering CAD - Electronic / IC Layout Specialization
Peter Klamkin's Financial Freedom Experience January 2006 - May 2009
Job VicePresident, Central Plains Region at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions June 2015 - Present
Security One Lending July 2013 - Present
Liberty Home Equity Solutions December 2011 - Present
Southwest Senior Planning April 2011 - December 2011
Tribute Direct February 2011 - October 2011
Financial Freedom January 2006 - May 2009
Columbian Financial Group 1995 - 2004
Skills
Sales, Mortgage Lending, Reverse Mortgages, Mortgage Banking, FHA, Loan Origination, Loans, Residential Mortgages, Refinance, Credit, Retirement, Underwriting, FHA financing, Banking, Sales Management, Strategic Planning, Real Estate, VA loans, Financial Services, Retirement Planning
Education
Franklin Pierce University 1974 — 1976
BA, History
Retirement Funding Solutions June 2015 - Present
Security One Lending July 2013 - Present
Liberty Home Equity Solutions December 2011 - Present
Southwest Senior Planning April 2011 - December 2011
Tribute Direct February 2011 - October 2011
Financial Freedom January 2006 - May 2009
Columbian Financial Group 1995 - 2004
Skills
Sales, Mortgage Lending, Reverse Mortgages, Mortgage Banking, FHA, Loan Origination, Loans, Residential Mortgages, Refinance, Credit, Retirement, Underwriting, FHA financing, Banking, Sales Management, Strategic Planning, Real Estate, VA loans, Financial Services, Retirement Planning
Education
Franklin Pierce University 1974 — 1976
BA, History
Regina Noble's Financial Freedom Experience July 2014 - June 2015
Job Home Mortgage Servicing
Industry Banking
Experience
New American Funding June 2015 - Present
One West Bank May 2011 - Present
New Life Church 2011 - Present
Financial Freedom July 2014 - June 2015
Texas Attorney General August 2010 - November 2010
Concordia University Texas May 2010 - August 2010
Heart of Texas MHMR 2001 - 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Event Management, Event Planning, Microsoft Word, Negotiation, Public Relations, Public Speaking, Loans, Fundraising, Administrative..., Marketing, Loss Mitigation, Outlook, Research, Analysis, Nonprofits, Management, Community Outreach, Leadership, Social Networking
Education
Concordia University-Austin 2008 — 2010
BA, Public Relations
Austin Community College
AA, English
New American Funding June 2015 - Present
One West Bank May 2011 - Present
New Life Church 2011 - Present
Financial Freedom July 2014 - June 2015
Texas Attorney General August 2010 - November 2010
Concordia University Texas May 2010 - August 2010
Heart of Texas MHMR 2001 - 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Event Management, Event Planning, Microsoft Word, Negotiation, Public Relations, Public Speaking, Loans, Fundraising, Administrative..., Marketing, Loss Mitigation, Outlook, Research, Analysis, Nonprofits, Management, Community Outreach, Leadership, Social Networking
Education
Concordia University-Austin 2008 — 2010
BA, Public Relations
Austin Community College
AA, English
Bill Cavanaugh's Financial Freedom Experience August 2004 - January 2009
Job HECM Specialist at Reverse Mortgage Funding LLC
Industry Financial Services
Experience
Reverse Mortgage Funding LLC May 2015 - Present
American Advisors Group (AAG Reverse Mortgage) November 2014 - April 2015
360 Mortgage Group June 2014 - November 2014
Urban Financial Group July 2012 - June 2014
MetLife Home Loans January 2009 - July 2012
MetLife Home Loans January 2009 - June 2012
Financial Freedom August 2004 - January 2009
Skills
FHA, Mortgage Lending, Banking, FHA financing, Reverse Mortgages, Strategic Planning, Loan Origination, Business Development, Refinance, Mortgage Banking, Credit, First Time Home Buyers, Credit Analysis, USDA, VA loans, Residential Mortgages, Loans, Investment Properties, Sales, Sales Management, Recruiting
Education
Ohio University 1986 — 1987
MBA, Marketing
Reverse Mortgage Funding LLC May 2015 - Present
American Advisors Group (AAG Reverse Mortgage) November 2014 - April 2015
360 Mortgage Group June 2014 - November 2014
Urban Financial Group July 2012 - June 2014
MetLife Home Loans January 2009 - July 2012
MetLife Home Loans January 2009 - June 2012
Financial Freedom August 2004 - January 2009
Skills
FHA, Mortgage Lending, Banking, FHA financing, Reverse Mortgages, Strategic Planning, Loan Origination, Business Development, Refinance, Mortgage Banking, Credit, First Time Home Buyers, Credit Analysis, USDA, VA loans, Residential Mortgages, Loans, Investment Properties, Sales, Sales Management, Recruiting
Education
Ohio University 1986 — 1987
MBA, Marketing
James Noell's Financial Freedom Experience July 2005 - April 2007
Job Application Analysist at Symitar
Industry Information Technology and Services
Experience
Symitar May 2013 - Present
Fidelity National Information Services August 2011 - May 2013
The Housing Partnership Inc. October 2010 - April 2011
Navy Federal Credit Union April 2007 - November 2009
Financial Freedom July 2005 - April 2007
United States Army National Guard July 1997 - July 2003
Skills
Process Improvement, Software Documentation, Training, Call Centers, Analysis, Customer Service, Leadership, Management, Troubleshooting, Microsoft Excel
Education
Indiana University-Southeast 2003 — 2010
Bachelors, Bachelors in General Studies, 3.2
Symitar May 2013 - Present
Fidelity National Information Services August 2011 - May 2013
The Housing Partnership Inc. October 2010 - April 2011
Navy Federal Credit Union April 2007 - November 2009
Financial Freedom July 2005 - April 2007
United States Army National Guard July 1997 - July 2003
Skills
Process Improvement, Software Documentation, Training, Call Centers, Analysis, Customer Service, Leadership, Management, Troubleshooting, Microsoft Excel
Education
Indiana University-Southeast 2003 — 2010
Bachelors, Bachelors in General Studies, 3.2
Jonathan Shaner's Financial Freedom Experience May 2005 - June 2011
Job DE Underwriter at Financial Freedom
Industry Financial Services
Experience
Wells Fargo Home Mortgage 2012 - Present
MetLife Home Loans June 2011 - December 2011
Financial Freedom May 2005 - June 2011
Financial Freedom, a subsidiary of OneWest Bank April 2005 - June 2011
Skills
FHA, Mortgage Lending, Reverse Mortgages, Refinance, Mortgage, Conventional...
Education
Miami University 1996 — 2000
Bachelor of Arts, Finance, General
Wells Fargo Home Mortgage 2012 - Present
MetLife Home Loans June 2011 - December 2011
Financial Freedom May 2005 - June 2011
Financial Freedom, a subsidiary of OneWest Bank April 2005 - June 2011
Skills
FHA, Mortgage Lending, Reverse Mortgages, Refinance, Mortgage, Conventional...
Education
Miami University 1996 — 2000
Bachelor of Arts, Finance, General
Norma Howell's Financial Freedom Experience September 2009 - May 2011
Job Supervisor II at Financial Freedom a division of OneWest Bank
Industry Financial Services
Experience
Financial Freedom a division of OneWest Bank September 2009 - Present
Financial Freedom a division of OneWest Bank September 2009 - Present
Financial Freedom a division of One West Bank September 2009 - Present
Financial Freedom September 2009 - May 2011
Financial Freedom a subsidiary of One West Bank September 2009 - May 2011
Dish Network September 2007 - June 2009
Dish Network September 2007 - June 2009
Kay Jewelers February 2007 - August 2007
Kay Jewelers September 2006 - February 2007
Wilshire Elementary August 2003 - June 2006
Skills
Loans, Account Management, Mortgage, Customer Service, Sales Management, Customer Relations, Call Center, Customer Acquisition, Fax, Negotiation, Outlook, Direct Mail, Customer Experience, Retail, Excel, Problem Solving, Fundraising, Marketing Strategy, PowerPoint, Team Building, Banking, Word, Microsoft Office, Home, Contract Negotiation, Billing, Mortgage Lending, Microsoft Word, Microsoft Excel, Leadership, Process Improvement, Reverse Mortgages, Management, Call Centers
Education
South University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Financial Freedom a division of OneWest Bank September 2009 - Present
Financial Freedom a division of OneWest Bank September 2009 - Present
Financial Freedom a division of One West Bank September 2009 - Present
Financial Freedom September 2009 - May 2011
Financial Freedom a subsidiary of One West Bank September 2009 - May 2011
Dish Network September 2007 - June 2009
Dish Network September 2007 - June 2009
Kay Jewelers February 2007 - August 2007
Kay Jewelers September 2006 - February 2007
Wilshire Elementary August 2003 - June 2006
Skills
Loans, Account Management, Mortgage, Customer Service, Sales Management, Customer Relations, Call Center, Customer Acquisition, Fax, Negotiation, Outlook, Direct Mail, Customer Experience, Retail, Excel, Problem Solving, Fundraising, Marketing Strategy, PowerPoint, Team Building, Banking, Word, Microsoft Office, Home, Contract Negotiation, Billing, Mortgage Lending, Microsoft Word, Microsoft Excel, Leadership, Process Improvement, Reverse Mortgages, Management, Call Centers
Education
South University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Phoenix
Bachelor of Business Administration (B.B.A.)
Rose Dang's Financial Freedom Experience 2006 - 2009
Job Medical Billing
Industry Medical Practice
Experience
UnitedHealth Group February 2014 - Present
LabMD 2013 - 2014
Arbor Obstetrics October 2012 - January 2013
Financial Freedom 2006 - 2009
Skills
Customer Service, Microsoft Office, Outlook, Data Entry, Microsoft Excel, Access, Invoicing, Insurance, Microsoft Word, Accounts Receivable, PowerPoint, Management, Time Management, Telephone Skills, Customer Satisfaction, Administrative..., Teamwork, Sales, Inventory Management, Software Documentation
Education
Sanford Brown College 2012 — 2012
Certification, Medical Billing and Coding
Spokane Community College 1995 — 1999
Associate's degree, General Business
UnitedHealth Group February 2014 - Present
LabMD 2013 - 2014
Arbor Obstetrics October 2012 - January 2013
Financial Freedom 2006 - 2009
Skills
Customer Service, Microsoft Office, Outlook, Data Entry, Microsoft Excel, Access, Invoicing, Insurance, Microsoft Word, Accounts Receivable, PowerPoint, Management, Time Management, Telephone Skills, Customer Satisfaction, Administrative..., Teamwork, Sales, Inventory Management, Software Documentation
Education
Sanford Brown College 2012 — 2012
Certification, Medical Billing and Coding
Spokane Community College 1995 — 1999
Associate's degree, General Business
Chris Appleford's Financial Freedom Experience December 2003 - September 2008
Job Home Mortgage Consultant at Wells Fargo Home Mortgage NMLS# 450304
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2012 - Present
Sun West Mortgage October 2011 - May 2012
Wells Fargo Home Mortgage January 2010 - August 2011
MetLife Home Loans September 2008 - January 2010
Financial Freedom December 2003 - September 2008
Skills
Reverse Mortgages, Mortgage Lending, FHA, Refinance, Mortgage, Loans, Mortgage Banking, Loan Origination, Mortgage Industry, Conventional, Purchase, First Time Home Buyers, Banking, VA, Residential Mortgages, Sales Management, Team Building, Customer Relations, Strategic Planning, Compliance, Customer Service, Public Speaking, Problem Solving, Coaching, Retirement, Foreclosures, Financial Analysis, FHA financing, Mortgage Planning, Marketing Strategy, Budgeting, Contract Negotiation, Negotiation, Residential, Conforming, VA loans, Credit, Bilingual-Spanish, Great People Skills, Training & Development, Recruiting, Conflict Resolution, Sales, MS Office Suite, Database Management, Oral Communications, Communication Written, Profit & Loss Management
Education
California State University, Fresno 2002 — 2004
BA, Psychology
Fullerton College 2001 — 2002
Sport Psychology
Wells Fargo Home Mortgage April 2012 - Present
Sun West Mortgage October 2011 - May 2012
Wells Fargo Home Mortgage January 2010 - August 2011
MetLife Home Loans September 2008 - January 2010
Financial Freedom December 2003 - September 2008
Skills
Reverse Mortgages, Mortgage Lending, FHA, Refinance, Mortgage, Loans, Mortgage Banking, Loan Origination, Mortgage Industry, Conventional, Purchase, First Time Home Buyers, Banking, VA, Residential Mortgages, Sales Management, Team Building, Customer Relations, Strategic Planning, Compliance, Customer Service, Public Speaking, Problem Solving, Coaching, Retirement, Foreclosures, Financial Analysis, FHA financing, Mortgage Planning, Marketing Strategy, Budgeting, Contract Negotiation, Negotiation, Residential, Conforming, VA loans, Credit, Bilingual-Spanish, Great People Skills, Training & Development, Recruiting, Conflict Resolution, Sales, MS Office Suite, Database Management, Oral Communications, Communication Written, Profit & Loss Management
Education
California State University, Fresno 2002 — 2004
BA, Psychology
Fullerton College 2001 — 2002
Sport Psychology
Abundie Taron's Financial Freedom Experience September 2009 - December 2009
Job Portfolio Manager
Industry Financial Services
Experience
Consumer Portfolios October 2010 - Present
Insurance Alliance January 2010 - July 2010
Financial Freedom September 2009 - December 2009
Education
Baylor University - Hankamer School of Business
MBA, Finance
Consumer Portfolios October 2010 - Present
Insurance Alliance January 2010 - July 2010
Financial Freedom September 2009 - December 2009
Education
Baylor University - Hankamer School of Business
MBA, Finance
John Savoca's Financial Freedom Experience February 2007 - October 2010
Job Reverse Mortgage Consultant at .
Industry Financial Services
Experience
. Reverse Mortgage ConsultantMetLife Home LoansNovember 2010 - July 2012
Financial Freedom February 2007 - October 2010
Skills
Reverse Mortgages
Education
Suffolk County Community College
. Reverse Mortgage ConsultantMetLife Home LoansNovember 2010 - July 2012
Financial Freedom February 2007 - October 2010
Skills
Reverse Mortgages
Education
Suffolk County Community College
Alicia Seay's Financial Freedom Experience November 2007 - May 2011
Job @ Fidelity Bank Mortgage
Industry Banking
Experience
Fidelity Bank May 2012 - Present
MetLife Home Loans June 2011 - April 2012
Financial Freedom November 2007 - May 2011
Indymac Bank January 2004 - November 2007
Perimeter Mortgage Funding Corp May 1998 - December 2003
Century Mortgage Corporation August 1997 - May 1998
Skills
Loan Servicing, FHA, Loans
Education
Tucker High School 1989 — 1994
Academic, General Studies
Georgia Perimeter College
Fidelity Bank May 2012 - Present
MetLife Home Loans June 2011 - April 2012
Financial Freedom November 2007 - May 2011
Indymac Bank January 2004 - November 2007
Perimeter Mortgage Funding Corp May 1998 - December 2003
Century Mortgage Corporation August 1997 - May 1998
Skills
Loan Servicing, FHA, Loans
Education
Tucker High School 1989 — 1994
Academic, General Studies
Georgia Perimeter College
Earline Carter's Financial Freedom Experience 2006 - 2010
Job Mortgage Professional
Industry Staffing and Recruiting
Experience
Manpower Professional Review IRS documents for accuracy at Bank of America.Loan ProcessorAerotek Professional Services2010 - 2011
Financial Freedom 2006 - 2010
Skills
Customer Service, Data Entry, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Dominican Commerccial 1979 — 1983
City University of New York-Queens College
Manpower Professional Review IRS documents for accuracy at Bank of America.Loan ProcessorAerotek Professional Services2010 - 2011
Financial Freedom 2006 - 2010
Skills
Customer Service, Data Entry, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Dominican Commerccial 1979 — 1983
City University of New York-Queens College
Nicole Joy's Financial Freedom Experience August 2005 - April 2012
Job Office Manager at Lawn Pros
Industry Environmental Services
Experience
Lawn Pros March 2012 - Present
Financial Freedom August 2005 - April 2012
Skills
Event Planning, Marketing Communications, Social Media, Marketing, Microsoft Office, Social Media Marketing, Public Relations, Marketing Strategy, Event Management, Email Marketing, Press Releases, Social Networking
Education
North Central University 2001 — 2005
Broadcasting & Electronic Media
West High School 1997 — 2001
Lawn Pros March 2012 - Present
Financial Freedom August 2005 - April 2012
Skills
Event Planning, Marketing Communications, Social Media, Marketing, Microsoft Office, Social Media Marketing, Public Relations, Marketing Strategy, Event Management, Email Marketing, Press Releases, Social Networking
Education
North Central University 2001 — 2005
Broadcasting & Electronic Media
West High School 1997 — 2001
Rocio Barton's Financial Freedom Experience April 2005 - December 2011
Job QC Manager at American Advisors Group
Industry Banking
Experience
American Advisors Group January 2012 - Present
Financial Freedom April 2005 - December 2011
Bank of America March 1999 - September 2003
Skills
Mortgage Lending, Financial Analysis, Auditing, Credit, Banking, Loan Origination, Mortgage Banking, FHA, Underwriting, Residential Mortgages, Loans, Mortgage Underwriting, Finance
Education
Cal State Fullerton 2007 — 2012
Bachelor's degree, Finance, General
Santa Ana College 1999 — 2005
Associate's degree, Economics
American Advisors Group January 2012 - Present
Financial Freedom April 2005 - December 2011
Bank of America March 1999 - September 2003
Skills
Mortgage Lending, Financial Analysis, Auditing, Credit, Banking, Loan Origination, Mortgage Banking, FHA, Underwriting, Residential Mortgages, Loans, Mortgage Underwriting, Finance
Education
Cal State Fullerton 2007 — 2012
Bachelor's degree, Finance, General
Santa Ana College 1999 — 2005
Associate's degree, Economics
Lawrence Nadrowski's Financial Freedom Experience 1983 - Present
Job Principal at Financial Freedom
Industry Financial Services
Experience
Financial Freedom 1983 - Present
Financial Freedom 1979 - Present
Gelman Sciences 1976 - 1979
Accenture 1971 - 1976
Baxter Healthcare 1969 - 1971
Rohm and Haas 1969 - 1971
Rohm and Haas 1966 - 1968
Skills
Retirement, Management, Sales, Securities, Financial Services
Education
Wayne State University 1971 — 1972
MBA, Management and Accounting
Villanova University 1966 — 1967
Graduate Chemistry
Georgetown University 1961 — 1965
Bachelor's of Science, Chemistry
Financial Freedom 1983 - Present
Financial Freedom 1979 - Present
Gelman Sciences 1976 - 1979
Accenture 1971 - 1976
Baxter Healthcare 1969 - 1971
Rohm and Haas 1969 - 1971
Rohm and Haas 1966 - 1968
Skills
Retirement, Management, Sales, Securities, Financial Services
Education
Wayne State University 1971 — 1972
MBA, Management and Accounting
Villanova University 1966 — 1967
Graduate Chemistry
Georgetown University 1961 — 1965
Bachelor's of Science, Chemistry
Desiree Saez-Licerio's Financial Freedom Experience July 2010 - Present
Job International Business Owner/Educator
Industry Utilities
Experience
Financial Freedom July 2010 - Present
Skills
Educating others on how..., Investing time in..., Heavy work ethic, Committed, Tenacious, Desire to Succeed, Professional
Education
National University 2004 — 2005
Master's Degree, Educational/Instructional Technology
California State University-Sacramento 2000 — 2004
Bachelor of Arts (B.A.)
Financial Freedom July 2010 - Present
Skills
Educating others on how..., Investing time in..., Heavy work ethic, Committed, Tenacious, Desire to Succeed, Professional
Education
National University 2004 — 2005
Master's Degree, Educational/Instructional Technology
California State University-Sacramento 2000 — 2004
Bachelor of Arts (B.A.)
Jessica L. Silver's Financial Freedom Experience June 2012 - September 2013
Job Administrative Associate to Record Liaison at First American Title
Industry Legal Services
Experience
First American Title December 2013 - Present
Financial Freedom June 2012 - September 2013
Blackstone Development Group February 2010 - December 2010
Skills
Spreadsheets, Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Outlook, Data Entry, Access, Microsoft Office, Fax
Education
Phoenix College 2011 — 2011
Certificate, Paralegal Studies
New Mexico State University 2000 — 2005
Bachelor of Business Administration (BBA)
First American Title December 2013 - Present
Financial Freedom June 2012 - September 2013
Blackstone Development Group February 2010 - December 2010
Skills
Spreadsheets, Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Outlook, Data Entry, Access, Microsoft Office, Fax
Education
Phoenix College 2011 — 2011
Certificate, Paralegal Studies
New Mexico State University 2000 — 2005
Bachelor of Business Administration (BBA)
Leslie-Ann Powers, AIC's Financial Freedom Experience January 2007 - September 2008
Job Claims Examiner at Sedgwick
Industry Insurance
Experience
Sedgwick January 2012 - Present
Bank of America September 2008 - December 2011
Financial Freedom January 2007 - September 2008
TSTT September 1992 - July 2006
Skills
Insurance, CRM, Management, Customer Satisfaction, Call Centers, Banking, Customer Service, Negotiation, Claim, Claims Management, Liability, Credit, Teamwork, Legal Liability, Sales, Subrogation
Education
The Institutes 2012 — 2014
Associate in Claims, Insurance
Kennesaw State University School of Continuing Education 2008 — 2011
Paralegal Certificate, Law
Athabasca University 2003 — 2005
Bachelor's degree, Management
Sedgwick January 2012 - Present
Bank of America September 2008 - December 2011
Financial Freedom January 2007 - September 2008
TSTT September 1992 - July 2006
Skills
Insurance, CRM, Management, Customer Satisfaction, Call Centers, Banking, Customer Service, Negotiation, Claim, Claims Management, Liability, Credit, Teamwork, Legal Liability, Sales, Subrogation
Education
The Institutes 2012 — 2014
Associate in Claims, Insurance
Kennesaw State University School of Continuing Education 2008 — 2011
Paralegal Certificate, Law
Athabasca University 2003 — 2005
Bachelor's degree, Management
Terrence Paschal's Financial Freedom Experience November 2005 - September 2007
Job Facilities Manager
Industry Semiconductors
Experience
Biamp Systems August 2008 - Present
Intel Corporation June 2014 - August 2015
FamilyCare Health Plans November 2013 - June 2014
American InterContinental University October 2007 - August 2008
Financial Freedom November 2005 - September 2007
Skills
Facilities Management, Management, Budgets, Operations Management, Project Management, Project Planning, Vendor Management, Purchasing, Space planning, Property Management, Security, Construction, Tenant Improvement, Green Technology, Access, HVAC, Lean Manufacturing, Facilities Engineering
Education
Concordia University-Irvine 2001 — 2003
History
Santa Clara High School 1997 — 2001
HS Diploma
Biamp Systems August 2008 - Present
Intel Corporation June 2014 - August 2015
FamilyCare Health Plans November 2013 - June 2014
American InterContinental University October 2007 - August 2008
Financial Freedom November 2005 - September 2007
Skills
Facilities Management, Management, Budgets, Operations Management, Project Management, Project Planning, Vendor Management, Purchasing, Space planning, Property Management, Security, Construction, Tenant Improvement, Green Technology, Access, HVAC, Lean Manufacturing, Facilities Engineering
Education
Concordia University-Irvine 2001 — 2003
History
Santa Clara High School 1997 — 2001
HS Diploma