First Rate Financial Group

Description

Address: 3027 Townsgate Rd #110, Westlake Village, CA 91361 Hours: Closed ⋅ Opens 8:30AM Wed Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (818) 707-4131: Website: : : : Place name: : Category: : Website: http://www.frfgp.com/ Category: Mortgage Lender Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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First Rate Financial Group Employees

Employee
Years
Job
Industry
Jamie Minor Jamie Minor Westlake Village, California Details
Jamie Minor's First Rate Financial Group Experience 2009 - Present
Job COO at CA Lending Inc. dba First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   2009 - Present
Capital Six Funding   2005 - 2008
First Franklin Financial Corp.  July 1991 - November 2005

Skills
Mortgage Banking, Loan Origination, Residential Mortgages, Financial Structuring, Refinance, Banking, Mortgage Lending, Executive Management, Real Estate Economics, Credit Risk, Funding, VA loans, Credit, Loans, Finance, Commercial Mortgages, Consumer Lending, Loss Mitigation, Mortgage Servicing, Real Estate Financing, Commercial Lending, Loan Servicing, USDA, Reverse Mortgages, FHA, FHA financing, Mortgage Underwriting, Underwriting, Investment Properties, Credit Analysis, Risk Management, Real Estate, Investments, First Time Home Buyers, Sales, Financial Services, Portfolio Management, Residential Homes, Business Development, Leadership, Team Building, Sales Management, Real Estate Transactions

Education
University of Arizona   1984 — 1988
BA, Economics, Communications, Political Science

Taft High School   1980 — 1984
High School Diploma, Theoretical and Mathematical Physics

Adam Gruber Adam Gruber New York, New York Details
Adam Gruber's First Rate Financial Group Experience May 2011 - August 2011
Job Senior Consultant, IBM
Industry Management Consulting
Experience
IBM  August 2015 - Present
IBM  October 2013 - July 2015
Undergraduate Marketing Organization   September 2012 - May 2013
The Tartan  January 2010 - December 2012
Flat Rate Tickets   May 2012 - August 2012
Carnegie Mellon University  August 2010 - August 2012
KDKA Radio, 93.7 The FAN   January 2012 - May 2012
First Rate Financial Group   May 2011 - August 2011

Skills
Editing, Microsoft Office, Marketing, InDesign, Research, PowerPoint, Data Analysis, Statistics, Microsoft Excel, Public Speaking, Customer Service, SPSS, SPSS Modeler, Microsoft Access, Business Strategy, Organizational Change, Analytics, Analysis, Management, Project Management, Strategy, Consulting, Digital Strategy, Predictive Analytics, Business Analytics, Data Analytics, Data Modeling

Education
Carnegie Mellon University   2009 — 2013
Bachelor of Science (BS), Policy and Management

Dietrich College of Humanities and Social Sciences   2009 — 2013
Bachelor of Science, Policy & Management

Richard Somerfeld Richard Somerfeld Greater Los Angeles Area Details
Richard Somerfeld's First Rate Financial Group Experience February 2015 - Present
Job Senior Loan Officer at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   February 2015 - Present
HW Premier Insurance Services   October 2010 - Present
Sierra Pacific Mortgage Company, Inc.   June 2014 - January 2015
GEM Mortgage, Inc  December 2011 - June 2014
MassMutual Financial Group  May 2012 - December 2012
Priority Financial Network  September 2008 - December 2011
United Pacific Mortgage  September 1998 - January 2007
Fallbrook Mortgage   1997 - 1998

Education
University of Miami - School of Business   1975 — 1979
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Long Beach High School, Long Beach, N.Y.

Robert Himmelstern Robert Himmelstern Greater Los Angeles Area Details
Robert Himmelstern's First Rate Financial Group Experience CEO / OwnerSurety Financial Services1997 - 2008
Job SVP at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   CEO / OwnerSurety Financial Services1997 - 2008

Education
California State University-Northridge   1984 — 1988
BA, Communications

Angela Hinton Angela Hinton Milwaukee, Wisconsin Details
Angela Hinton's First Rate Financial Group Experience May 2008 - March 2010
Job Portfolio Analyst at Tricom Funding
Industry Banking
Experience
Tricom Funding  May 2015 - Present
Wells Fargo  October 2013 - May 2015
Jcpenney Logistics  October 2012 - April 2013
First Rate Financial Group   May 2008 - March 2010
Home Depot  May 2006 - October 2007

Skills
Sales, Customer Service, Cold Calling, Customer Retention, Collections, Communication, Microsoft Office, Microsoft Excel, Database Admin, Event Planning, Organizational..., Public Speaking, Team Building, Leadership, Nonprofits, Program Management, Training, Microsoft Word, PowerPoint, Coaching

Education
Concordia University-Wisconsin   2012 — 2016
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General

Concordia University-Wisconsin   2012 — 2015
Associate of Arts (AA), Business Administration, Management and Operations

Noel Kelman Noel Kelman United States Details
Noel Kelman's First Rate Financial Group Experience August 2006 - Present
Job Sr. Mortgage Loan Consultant
Industry Real Estate
Experience
First Rate Financial Group   August 2006 - Present

Skills
Mortgage Lending, Mortgage Banking, Refinance, First Time Home Buyers, Residential Mortgages, Loans, Loan Origination, FHA, USDA, Certified Mortgage..., Investment Properties, VA loans, Residential Homes, Real Estate Transactions, Selling, Sellers, Condos, Real Estate, Real Estate Financing, Credit, Sales

Education
California Polytechnic State University-San Luis Obispo   1985 — 1989
BS, Engineering, Human Resources, Organizational Development

Dana Cofiell Dana Cofiell Greater Los Angeles Area Details
Dana Cofiell's First Rate Financial Group Experience 2010 - Present
Job Loan Coordinator at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   2010 - Present

Education
Chapman University   2006 — 2010
Bachelors, Business

Planatek Team Planatek Team Greater Los Angeles Area Details
Planatek Team's First Rate Financial Group Experience January 1995 - January 1999
Job CFO and CEO at Planatek Financial, Inc
Industry Financial Services
Experience
Planatek Financial, Inc   January 1999 - Present
Planatek Financial, Inc   January 1999 - Present
Planatek Financial, Inc   1999 - 2011
First Rate Financial Group   January 1995 - January 1999
First Rate Financial Group   January 1995 - January 1999
Affiliates Financial, Inc   January 1991 - January 1995
Affiliates Financial, Inc   January 1991 - January 1995
First Conventional Mortgage   January 1988 - January 1991

Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Real Estate, Residential Mortgages, First Time Home Buyers, Investment Properties, Credit, USDA, FHA financing, Real Estate Financing, Real Estate Economics, Banking, Residential Homes, Short Sales, Sales Management, Investors

Education
National University
Bachelor of Arts, Human Resource Management

Pierce College
Associates of Arts, Personal Finance and Accounting

Shannon Billings Shannon Billings Camarillo, California Details
Shannon Billings's First Rate Financial Group Experience 2001 - 2003
Job Speech Language Pathologist, Intern at Pleasant Valley School District
Industry Primary/Secondary Education
Experience
Pleasant Valley School District  February 2014 - Present
Pleasant Valley School District  2008 - 2012
Signed, Sealed, Delivered   2003 - 2008
First Rate Financial Group   2001 - 2003
Chase  2000 - 2001
First Rate Financial Group   1998 - 1999
Countrywide Home Loan Inc  1997 - 1998
Chase  1992 - 1997

Skills
Teaching, Special Education, Public Speaking, Speech, Curriculum Design, Microsoft Office, Microsoft Word, Classroom, Staff Development, PowerPoint, Customer Service, Treatment, Social Media, Autism Spectrum..., Literacy, Microsoft Excel, Healthcare, Program Development, Speech Therapy, Child Development, Elementary Education, Learning Disabilities

Education
California State University-Northridge   2014 — 2017
Master's degree, Communication Disorders and Sciences, Speech-Language Pathology

California State University-Northridge   2011 — 2013
Bachelor's degree, Communication Sciences and Disorders, Speech-Language Pathology

Brendon Garcia Brendon Garcia Thousand Oaks, California Details
Brendon Garcia's First Rate Financial Group Experience June 2012 - Present
Job Senior Loan Consultant at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   June 2012 - Present
First Capital Mortgage  December 2010 - June 2012
CS Financial, Inc   February 2003 - August 2010
Cohen Financial Group   2003 - 2010

Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, FHA, Loan Origination, Credit, Residential Mortgages, Investment Properties, First Time Home Buyers, Real Estate, Short Sales, Real Estate Financing, Residential Homes, Referrals

Education
California State University-Northridge   2000 — 2003
Business, Information Systems

Danny Paige Danny Paige Agoura Hills, California Details
Danny Paige's First Rate Financial Group Experience 2011 - Present
Job Sr. Loan Consultant at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   2011 - Present
First Rate Financial Group   February 1991 - Present

Skills
Refinance, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, Credit, Investment Properties, First Time Home Buyers, Finance, Real Estate, FHA financing, USDA

Education
UCLA
Political Science and Government

Grant High School

Ken Halverson Ken Halverson Westlake Village, California Details
Ken Halverson's First Rate Financial Group Experience March 2014 - Present
Job Sales/Production Manager at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   March 2014 - Present
US Bank Home Mortgage  2011 - 2013
MetLife Home Loans  2007 - 2011
First Franklin Financial Corp.  1998 - 2006

Skills
Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, Mortgage Lending

Education
Moorpark College

Matthew Posadas Matthew Posadas Orange County, California Area Details
Matthew Posadas's First Rate Financial Group Experience June 2010 - September 2010
Job PrePhysical Therapy
Industry Medical Practice
Experience
C.O.R.E. Physical Therapy   August 2012 - Present
P.F. Chang's China Bistro   September 2011 - Present
Koh Physical Therapy  March 2012 - October 2012
Harvey & Company LLC  September 2010 - September 2011
First Rate Financial Group   June 2010 - September 2010

Skills
Private Equity, Microsoft Office, Marketing, Customer Service, Investments, Training, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Market Research, Leadership, Data Analysis, Management, Time Management, Event Planning, Healthcare, Research, Public Speaking, Teamwork, Social Media, Social Networking, Clinical Research, Cpr Certified, Facebook, Community Outreach, Physical Therapy, Sales, Outlook, Data Entry, Analysis, Nonprofits, Fundraising, Spanish, Social Media Marketing, Sports Medicine, Orthopedic, Event Management

Education
University of California, Irvine   2006 — 2010
Bachelor of Arts, Economics

Royal High School

Jason Downs Jason Downs Greater Los Angeles Area Details
Jason Downs's First Rate Financial Group Experience August 2004 - April 2008
Job Account Manager, California at Lyngsoe Systems
Industry Information Technology and Services
Experience
Lyngsoe Systems  March 2015 - Present
Innovative Interfaces  May 2014 - March 2015
Swets & Zeitlinger  December 2008 - May 2014
First Rate Financial Group   August 2004 - April 2008
Affinity Mortgage Group   2002 - 2004
NetCom Marketing Company   1993 - 1999
University of Phoenix  1996 - 1998
United Parcel Service  1990 - 1993

Skills
B2B, Lead Generation, Account Management, Sales, Solution Selling, Market Research, Marketing Management, Sales Management, New Business Development, Sales Process, Selling, Sales Presentations, Marketing Strategy, Salesforce.com, E-commerce, Marketing, Leadership, CRM, SaaS, Enterprise Software, Business Development, Key Account Management, International Sales, Competitive Analysis

Education
California Lutheran University   2006 — 2011
2011, MBA Marketing

University of Phoenix   1996 — 2000
BS, Business Administration

California State University-Northridge   1993 — 2000

College of the Canyons   1989 — 1991

Diego Germann Diego Germann Thousand Oaks, California Details
Diego Germann's First Rate Financial Group Experience January 2011 - September 2012
Job Managing Partner Pacific Oaks Mortgage Division
Industry Real Estate
Experience
Pacific Oaks Mortgage   November 2014 - Present
Pacific Funding Mortgage Division  October 2013 - November 2014
First Rate Financial Group   January 2011 - September 2012
ABC  January 2007 - December 2007

Skills
Direct Sales, Mortgage Lending, Refinance, Mortgage Banking, FHA, VA loans, Finance, Portfolio Management, Loans, Investment Properties, Loan Origination, Financial Structuring, Real Estate Economics, Banking, First Time Home Buyers, Real Estate, FHA financing, Residential Mortgages, Investors, Real Estate Financing, Certified Mortgage..., VA Loans, Government Loans, Reverse Mortgages, USDA, Mortgage Underwriting, Commercial Mortgages, Short Sales, Foreclosures, Residential Homes, Real Estate Transactions

Education
Academy of Art University   1995 — 1998

Kathy Hotz Kathy Hotz Valencia, California Details
Kathy Hotz's First Rate Financial Group Experience April 2010 - August 2011
Job New Position !!
Industry Banking
Experience
Bank of America  August 2011 - November 2014
First Rate Financial Group   April 2010 - August 2011
First Federal Bank  July 2008 - December 2009
United Pacific Mortgage and Mandalay Mortgage   February 2006 - July 2007
Metrocities Mortgage  April 2003 - April 2005
Cal National Bank  January 2000 - December 2001
GMAC RFC  1995 - 2000
Hawthorne Savings  May 1993 - December 1994
Valley Federal Savings   1973 - 1992

Skills
Mortgage Banking, Loans, Loss Mitigation, Financial Risk, Mortgage Lending, Loan Servicing, Default, Residential Mortgages, Loan Origination, Management, Credit, Mortgage Servicing, Commercial Lending, Risk Management, Retail Banking, Refinance, Banking, FHA, Consumer Lending, Operational Risk..., Mortgage Underwriting, Credit Analysis, Underwriting, Portfolio Management, Finance, Commercial Mortgages, Cash Management, Credit Risk, Commercial Banking, Funding, Operational Risk, AML

Education
College of the Canyons   1981 — 1983

William H Taft Woodland Hills, CA   1966 — 1968
yes

Debbie Fontenette Debbie Fontenette Greater Los Angeles Area Details
Debbie Fontenette's First Rate Financial Group Experience June 2004 - Present
Job Senior Loan Consultant at First Rate Financial Group
Industry Financial Services
Experience
First Rate Financial Group   June 2004 - Present

Education
University of California, Los Angeles   1981 — 1985

Darlene Boyd Goodman Darlene Boyd Goodman Thousand Oaks, California Details
Darlene Boyd Goodman's First Rate Financial Group Experience 2003 - 2009
Job Associate Director of Advancement & Communications at La Reina High School and Middle School
Industry Nonprofit Organization Management
Experience
La Reina High School and Middle School   July 2014 - Present
La Reina High School  August 2009 - Present
La Reina High School  2012 - Present
First Rate Financial Group   2003 - 2009
Greater Conejo Valley Chamber of Commerce  1996 - 2003

Skills
Fundraising, Non-profits, Event Planning, Teaching, Community Outreach, Event Management, Volunteer Management, Microsoft Office, PowerPoint, Microsoft Excel, InDesign, Nonprofits, Public Relations, Leadership, Social Networking, Social Media, Program Development

Education
California Polytechnic State University-San Luis Obispo
BA, Political Science

La Reina High School

Joanna Banner Joanna Banner Greater Los Angeles Area Details
Joanna Banner's First Rate Financial Group Experience June 2003 - March 2004
Job Sr. Loan Processor
Industry Financial Services
Experience
Castle & Cooke Mortgage, LLC   May 2012 - May 2015
LenderFi   April 2011 - April 2012
Progressive Lenders, Inc.   April 2004 - April 2011
First Rate Financial Group   June 2003 - March 2004
Pacific Coast Lending   March 2002 - June 2003
Surety Financial Services   November 1999 - March 2002
United Guaranty Residential Insurance Company   July 1998 - November 1999
Indymac Bank  August 1994 - July 1998
Imperial Credit Industries, Inc   April 1994 - July 1994
Home Savings  March 1992 - March 1994

Education
Moorpark Colledge
AA, Business

Simi Valley High School   1977 — 1980
Diploma, Genera

Moorpark College
Associate of Arts