Financial Freedom Senior Funding Corp.

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Financial Freedom Senior Funding Corp. Employees

Employee
Years
Job
Industry
Peg McDonough 413-335-2789 Peg McDonough 413-335-2789 Greater Boston Area Details
Peg McDonough 413-335-2789's Financial Freedom Senior Funding Corp. Experience March 2004 - April 2008
Job Sr. Loan Consultant at Primary Residential Mortgage, Inc. FHA Reverse & Conventional Mortgages
Industry Financial Services
Experience
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

Holly Deutchman Holly Deutchman Orange County, California Area Details
Holly Deutchman's Financial Freedom Senior Funding Corp. 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

William Smith, CFA William Smith, CFA San Francisco Bay Area Details
William Smith, CFA's Financial Freedom Senior Funding Corp. Experience April 2003 - December 2005
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

Susan Grunwald Susan Grunwald Greater Boston Area Details
Susan Grunwald's Financial Freedom Senior Funding Corp. Experience 2004 - 2008
Job Reverse Mortgage Adviser at Duxbury Mortgage Services, Inc.
Industry Banking
Experience
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

Matthew Fleszewski Matthew Fleszewski Greater Chicago Area Details
Matthew Fleszewski's Financial Freedom Senior Funding Corp. Experience April 2002 - October 2008
Job Management Consulting Professional
Industry Transportation/Trucking/Railroad
Experience
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

Teresa Busch Shuerger Teresa Busch Shuerger Orange County, California Area Details
Teresa Busch Shuerger's Financial Freedom Senior Funding Corp. Experience 2006 - 2006
Job Closer/Funder at Pacific Union Financial, LLC
Industry Banking
Experience
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

Miren R. Alvarez Miren R. Alvarez San Francisco Bay Area Details
Miren R. Alvarez's Financial Freedom Senior Funding Corp. Experience October 2004 - September 2006
Job Reverse Mortgage Professional
Industry Financial Services
Experience
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

Tara Ballman Tara Ballman Orange County, California Area Details
Tara Ballman's Financial Freedom Senior Funding Corp. Experience December 2006 - May 2009
Job Operations Officer, HomeWorks Physical Therapy
Industry Health, Wellness and Fitness
Experience
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)

Ronda Herman Ronda Herman Orange County, California Area Details
Ronda Herman's Financial Freedom Senior Funding Corp. Experience December 2005 - March 2009
Job Residential Compliance Operations Manager at PacTrust Bank
Industry Banking
Experience
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

Jennifer Brogna Jennifer Brogna Greater Boston Area Details
Jennifer Brogna's Financial Freedom Senior Funding Corp. Experience 2004 - 2008
Job Reverse Mortgage Equity Loan Officer at Bank of America
Industry Banking
Experience
Bank of America  August 2008 - Present
Financial Freedom Senior Funding Corp  2004 - 2008

Education
Mount Ida College   1993 — 1996

Fred Makhlouf Fred Makhlouf Greater New York City Area Details
Fred Makhlouf's Financial Freedom Senior Funding Corp. Experience Relationship ManagerFinancial Freedom2007 - Present
Job Relationship Manager at Financial Freedom Senior Funding Corp
Industry Wholesale
Experience
Financial Freedom Senior Funding Corp  Relationship ManagerFinancial Freedom2007 - Present
Continental Home Loans Inc.  April 2004 - May 2007

Education
Roberts Wesleyan College   1969 — 1973

Miranda W. Miranda W. San Francisco Bay Area Details
Miranda W.'s Financial Freedom Senior Funding Corp. Experience May 2005 - August 2008
Job Administrator at Wells Fargo Bank
Industry Financial Services
Experience
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

Ron Dell Ron Dell Buffalo, New York Details
Ron Dell's Financial Freedom Senior Funding Corp. Experience December 2005 - October 2007
Job
Industry Accounting
Experience
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