Financial Freedom Senior Funding Corp.
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Financial Freedom Senior Funding Corp. Employees
Primary Residential Mortgage, Inc. 2012 - Present
Financial Planning Association 2011 - Present
Realtor Assn. - MA 2004 - Present
MetLife Home Loans March 2011 - June 2012
Bank of America April 2008 - March 2011
Financial Freedom Senior Funding Corp. March 2004 - April 2008
Heritage Bank 1989 - 1991
Skills
Home, Retirement, Public Speaking, Mortgage Lending, Fundraising, Strategic Planning, Coaching, Life Insurance, Team Building, Employee Benefits, Credit, Finance, Leadership Development, Non-profits, Financial Analysis, Customer Service, Banking, Marketing, Sales, Sales Management, Marketing Strategy, Organizational..., Reverse Mortgages, Residential Mortgages, Mortgage Banking, Loan Origination, Home Equity, Residential Homes, Real Estate Transactions, REO, FHA financing, FHA, FHA Financing
Education
University of Massachusetts, Amherst 1995 — 1997
Master of Regional Planning, Urban Studies & Planning
Fordham University 1976 — 1980
Bachelor of Arts (B.A.), Urban Studies/Affairs
The Yellow House
The Yellow House
The Yellow House
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
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
Direct Finance Corp June 2012 - May 2015
Metlife Bank NA March 2011 - June 2012
Bank of America 2008 - 2011
Financial Freedom Senior Funding Corp. 2004 - 2008
Education
University of New Hampshire 1980 — 1984
Bachelor of Business Administration (B.B.A.), Hotel/Motel Administration/Management
Union Pacific Railroad January 2012 - September 2015
FunFlatables July 2007 - August 2011
Funflatables Malls July 2007 - August 2011
Financial Freedom Senior Funding Corp April 2002 - October 2008
Enterprise Rent-A-Car December 1996 - January 2002
Skills
Customer Service, Profitability, Customer Satisfaction, Profit, Daily Operations, Day To Day Operations, Sales, Team Building, Management, Enterprise Software, Inventory Management
Education
Robert Morris University - Illinois 1992 — 1995
Bachelor's, Business Management
Pacific Union Financial, LLC August 2014 - Present
Wells Fargo Bank, NA November 2007 - February 2014
Financial Freedom Senior Funding Corp 2006 - 2006
Stearns Lending 2005 - 2006
Sea Breeze Financial Services 2005 - 2005
CBSK Financial Group 2002 - 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Refinance, Residential Homes, Residential Mortgages, Loan Origination, FHA financing, Reverse Mortgages, Construction Loans, Credit, Government Loans, Finance, VA loans
Education
Certificates and Courses
Irvine Valley College
Business Administration and Management, General
Orange Coast College
BUSINESS
APMC dba Holmgren, NMLS APMC #1850 / #304213, CA BRE APMC #1215943 / #01057594, Equal Housing Lender September 2006 - Present
Financial Freedom Senior Funding Corp October 2004 - September 2006
Pacific Exchange February 2001 - January 2003
Pacific Exchange September 1997 - December 2000
Pacific Exchange September 1996 - September 1997
Pacific Exchange January 1990 - September 1996
Skills
Reverse Mortgages, Loan Origination, Refinance, Banking, Mortgage Banking, Investments, Mortgage Lending, FHA, Senior Services, Senior Real Estate, Retirement, Financial Analysis, Financial Services, Customer Satisfaction, Result Oriented, Highly detail oriented, Friendly Personality, Always Willing to Learn, Human Resources, Technical Recruiting, Compensation & Benefit, Assisting Executives, Property Management, Guided Tours
Education
Assumption College
Liberal Arts, Business Administration
University of California, Berkeley
Human Resources
HomeWorks Physical Therapy January 2012 - Present
National Aging in Place Council - OC Chapter June 2014 - Present
FDIC April 2010 - January 2012
Financial Freedom Senior Funding Corp December 2006 - May 2009
Financial Freedom Senior Funding Corp. December 2005 - January 2007
Various Lenders November 2003 - November 2005
Public Relations & Marketing June 2001 - April 2004
Directorate of Community Activities - Fort Hood, TX October 1999 - May 2001
CBS Cable June 1998 - January 1999
Skills
Project Management, Risk Management, Loans, Microsoft Excel, Process Improvement, Reverse Mortgages, Financial Analysis, Management, Training, Strategic Planning, Policy, Mortgage Lending, PowerPoint, Program Management, Finance, Vendor Management, Customer Service, Business Analysis, Marketing, Portfolio Management, Budgets, Mortgage Banking, Data Analysis, Leadership, Contract Negotiation, Operations Management, Analysis, Team Building, Banking, Credit, Change Management, Team Leadership, Public Speaking, Strategic Financial..., Enterprise Software, Financial Reporting, Microsoft Office, Access, Insurance, Executive Management, Strategy, Forecasting, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
EMBA
Belmont University 1994 — 1998
Bachelor of Science (BS)
Banc of California May 2013 - Present
Stearns Lending April 2012 - May 2013
OneWest Bank 2005 - April 2012
Financial Freedom Acquisition LLC December 2005 - May 2011
Financial Freedom Senior Funding Corp December 2005 - March 2009
Unisys Corporation February 1991 - June 2005
Skills
Banking, Credit, Credit Analysis, Financial Analysis, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Process Improvement, Project Management, Residential Mortgages, Risk Management
Education
University of California, Irvine 1984 — 1988
B. A., Psychology
Bank of America August 2008 - Present
Financial Freedom Senior Funding Corp 2004 - 2008
Education
Mount Ida College 1993 — 1996
Financial Freedom Senior Funding Corp Relationship ManagerFinancial Freedom2007 - Present
Continental Home Loans Inc. April 2004 - May 2007
Education
Roberts Wesleyan College 1969 — 1973
Wells Fargo Bank July 2010 - June 2015
FINANCIAL FREEDOM SENIOR FUNDING CORP May 2005 - August 2008
INTERCONTINENTAL HOTEL GROUP November 2004 - January 2005
FEJ DESIGN, INC August 2003 - July 2004
Skills
Auditing, Accounts Receivable, Microsoft Excel, Managerial Finance, Invoicing, Bookkeeping, Analysis, Corporate Finance, Tax, Cost Accounting, Spreadsheets, Management, Finance, ICD-9-CM, ICD-10, CPT, HCPCS, Anatomy, Physiology
Education
DeVry University 2007 — 2010
B.A, Technical Management, 3.2
Hamakua Health Center, Inc. June 2013 - March 2015
Vinfolio October 2007 - April 2010
Financial Freedom Senior Funding Corp. December 2005 - October 2007
PC Guardian Anti Theift January 2005 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Administrative..., Great Plains Accounting..., Financial Edge...
Education
City College of San Francisco 2010 — 2011
Accounting, 4.0
Computer Learning Center of San Francisco 1992 — 1993
Certificate, Computer Programming, Specific Applications, 4.0