First Rate Financial Group
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
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
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
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.
First Rate Financial Group CEO / OwnerSurety Financial Services1997 - 2008
Education
California State University-Northridge 1984 — 1988
BA, Communications
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
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
First Rate Financial Group 2010 - Present
Education
Chapman University 2006 — 2010
Bachelors, Business
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
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
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
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
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
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
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
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
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
First Rate Financial Group June 2004 - Present
Education
University of California, Los Angeles 1981 — 1985
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
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