Geneva Financial LLC
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Geneva Financial LLC Employees
Victory Mortgage a division of Northern Ohio Investment Company July 2015 - Present
Geneva Financial LLC May 2015 - July 2015
NOIC dba Victory Mortgage September 2014 - May 2015
Castle & Cooke Mortgage June 2014 - September 2014
Wells Fargo Home Mortgage February 2010 - February 2014
Chase Home Finance 2005 - 2008
Skills
Mortgage Lending, FHA, Loans, Mortgage Banking, Credit, Mortgage Underwriting, Refinance, Residential Mortgages, Credit Analysis, Loan Origination, Underwriting, VA loans, Banking, Finance, USDA, First Time Home Buyers, FHA Financing, VA Loans
Education
California State University-Fullerton
Political Science and Government
University of Redlands
International Relations and Affairs
Agua Fria Union High School
High School diploma
Geneva Financial, LLC January 2013 - Present
Skills
Life Insurance, Financial Services, Residential Mortgages, Loans, Investments, Asset Management, Strategic Financial..., Licensed Mortgage Broker, Mortgage Lending
Education
University of Nebraska at Kearney 1968 — 1971
Bachelor of Business Administration (B.B.A.), Business and Economics, B+
University of Nebraska at Kearney
BS, Business & Economics
Geneva Financial LLC August 2015 - Present
Hartwell Companies January 2011 - Present
VC Industries, LLC./PR Marketing, INC. January 1992 - Present
Greenberry Financial Services April 2008 - December 2009
Bayrock Mortgage May 2007 - February 2008
Home Capital Inc August 2001 - April 2007
ICTS, Inc January 2000 - January 2001
Dr. Martens AirWair USA January 1995 - January 2000
Pentland USA, LLC January 1993 - January 1995
Wholesale Warehousing Industries 1991 - 1994
Skills
Loan Origination, Loans, New Business Development, Strategic Planning, Business Development
Education
California State University-Long Beach 1987 — 1989
Santa Ana College 1986 — 1989
Santa Ana College
Geneva Financial LLC August 2010 - Present
Strategic HR Alliance February 2010 - December 2012
RepublicBankAz June 2008 - August 2010
Colvy Lending Group May 2005 - June 2008
Infinity National Bank March 2004 - December 2007
Ameriloan, Inc. November 2000 - May 2005
Alternative Lending Group January 1997 - October 2000
E CORP January 1994 - November 1997
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage, Refinance, Banking, Small Business, Real Estate Finance, Commercial Mortgages, Loan Origination, Mortgage Lending, Real Estate Economics, Credit, Mortgage Banking, VA loans, Investment Properties, FHA, Residential Homes, Leadership, Financial Services, Residential Mortgages, Lines Of Credit, Real Estate, Commercial Real Estate, Real Estate Transactions, Reverse Mortgages, Real Estate Financing, Construction Loans, Funding, Selling, Portfolio Management, Financial Structuring, Credit Analysis, Mortgage Underwriting, USDA, SBA, Asset Based Lending, FHA financing, Loss Mitigation, Mortgage Marketing, Foreclosures, Finance, First Time Home Buyers, Certified Mortgage..., Referrals, Underwriting, Investments, Consumer Lending, Commercial Banking, Financial Advisory
Education
Texas Tech University 1988 — 1993
BA, Philosophy and English
BridgePort High School 1986 — 1988
High School Diploma, General
First Western Trust July 2015 - Present
Geneva Financial LLC June 2014 - Present
GREEN ENERGY FINANCE February 2014 - Present
THE LENDING COMPANY June 2013 - February 2014
GENEVA FINANCIAL May 2012 - June 2013
Robert Half Finance & Accounting October 2011 - May 2012
JPMorgan Chase & Co. June 2009 - October 2011
PRIME PROCESSORS, INC. October 2006 - June 2009
HIGHLAND LENDING May 2004 - October 2006
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Underwriting, Mortgage Marketing, Solar Energy, Solar PV, Solar Power, Renewable Energy, Energy Efficiency, Green Building, Green Marketing, FHA, VA Loans, USDA, Loans, Finance, Investment Properties
Education
The Ohio State University 2001 — 2004
Geneva Financial LLC December 2014 - Present
1-800-88-ZERO-DOWN October 2011 - Present
Mowich Partners September 2008 - Present
TriStar Finance, Inc August 2010 - December 2014
Mortgage Advisory Group January 2010 - August 2010
Pinnacle Capital Mortgage Corp September 2009 - February 2010
A+ Mortgage August 2007 - December 2008
Global Mortgage July 2006 - July 2007
A+ Mortgage January 2006 - July 2006
National City Mortgage June 2005 - February 2006
Skills
First Time Home Buyers, Loans, Real Estate, Foreclosures, FHA, Real Estate Transactions, Investors, Mortgage Lending, Property, Finance, Investments, USDA, Loan Origination, Investment Properties, Residential Mortgages, Mortgage Banking, Refinance, Credit, eating tons of ice..., Referrals, Short Sales, Divorce Financial..., Divorce Financial Expert, Divorce Financial..., Divorce Asset..., REO, Reverse Mortgages, Buyers, VA loans, Residential Homes, Condos, HUD, New Homes, Sellers, Single Family Homes, Real Property, New Home Sales, Relocation, Vacation Homes, FHA financing, Commercial Real Estate, Listings, Move Up Buyers, Real Estate Financing, Buyer Representation, Luxury, Construction Loans, Financial Structuring, Waterfront, Commercial Mortgages
Education
Highline College 1989 — 1991
Associate, Business, Music
Sacajawea Jr High :)
federal way high school
Excellent Insurance and Financial Services, Inc. 2012 - Present
Business Merchant Servcies 2012 - Present
BlueSteelAlarm March 2012 - Present
Simply Financial December 2010 - Present
MetLife Financial Services November 2007 - December 2010
Geneva Financial LLC June 2003 - September 2010
Skills
Insurance, Fixed Annuities
Education
Arizona State University 1997 — 2001
BS, Economics with minor in Business
Laguna
Geneva Financial LLC October 2014 - Present
Pinnacle Capital Mortgage January 2013 - October 2014
AMG Mortgage Group 2010 - 2013
Commercial Systems Analysis February 2008 - September 2010
Ariat Pest Control May 2005 - December 2007
American Mortgage Group March 2001 - May 2005
Skills
Client Service, Client Communication, Financial Management, Mortgage Lending, Credit, Managerial Finance, Referrals, Real Estate, Loans, Banking, Insurance, Customer Service, Mortgage Banking, Investment Properties, Sales, First Time Home Buyers, FHA, Residential Mortgages, Sales Management, Marketing, Microsoft Office, Financial Analysis, Small Business, Real Estate Financing, Refinance, Loan Origination, Business Development, Sellers, Investments, VA loans, Underwriting, USDA, FHA financing, Strategic Financial..., Reverse Mortgages, Real Estate Economics, Real Estate Transactions, Short Sales, Investors, Foreclosures, Residential Homes, Selling, REO, Buyers, Commercial Real Estate, Executive Management, Retirement Planning, HUD, Finance, Team Building
Education
University of Phoenix 2012 — 2013
Master's of Science in Accounting, Accounting
Arizona School of Real Estate 2010 — 2018
Loan Originator, Real Estate Mortgage Broker
University of Phoenix 2009 — 2011
Bachelor's science in Business Finance, Business Finance
University of Phoenix 2007 — 2009
AAB, Business
Geneva Financial LLC July 2015 - Present
On Q Financial, Inc. April 2014 - June 2015
Vertical Lending Services, LLC January 2009 - April 2014
Premier One Funding Corp January 2003 - April 2008
Huston Motors January 2002 - February 2004
Skills
Refinance, FHA, Loan Origination, Mortgage Lending, Loans, Certified Mortgage..., Credit, VA loans, Construction Loans, Home Equity Loans, Residential Mortgages, USDA, Strategic Planning, Reverse Mortgages, FHA financing, Mortgage Banking, Mortgage Underwriting, First Time Home Buyers, Investment Properties
Education
Florida Southern College 1989 — 1994
B.S, Finance and Financial Management Services
Lake Wales Senior High 1985 — 1989
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Geneva Financial LLC 2015 - Present
Skills
Mortgage Lending, Refinance, Residential Mortgages, Mortgage Banking, FHA, Loan Origination, VA loans, USDA, FHA financing, Credit, Mortgage Underwriting, Certified Mortgage..., Credit Analysis, Banking, Government Loans, Credit Risk, FHA Financing, VA Loans
Education
University of Florida
MBA
Priority Lending March 2015 - Present
Geneva Financial LLC August 2013 - March 2015
Alliance Financial Resources LLC January 2013 - August 2013
Self-employed August 2012 - January 2013
Skills
FHA, Mortgage Lending, Loans, Business Analysis, Reverse Mortgages, Marketing Strategy, Process Improvement, Business Process..., Real Estate, Loan Origination, Residential Mortgages, Quality Assurance, First Time Home Buyers, Investment Properties, Investors, VA Loans, Refinance, Mortgage Banking, Credit, Residential Homes, Change Management, Project Management, Testing, Requirements Analysis, Quality Management, Program Management
Education
Scottsdale Culinary Institute Le Cordon Bleu 2003 — 2005
The University of Texas at Austin 1997 — 2001
CannaRegs July 2014 - Present
Federal Reserve Bank of Kansas City January 2014 - June 2014
Mortgage Solutions of Colorado September 2013 - December 2013
Geneva Financial LLC March 2013 - September 2013
Colorado Attorney General's Office, Business & Licensing Division April 2013 - July 2013
Mortgage Cadence LLC August 2012 - February 2013
Deloitte Tax LLP June 2012 - August 2012
Skills
Mortgage Lending, Banking Law, FHA, Legal Research, Loan Origination, Refinance, Corporate Law, Mortgage Banking, Tax Law, Consumer Lending, Big 4, Partnership Taxation, Academic Journals, Mortgage Compliance, RESPA, TILA, Dodd-Frank, ECOA, FCRA, Management, Due Diligence, Legal Writing, Regulatory Compliance, Cannabis Regulation, Cannabis Law, Entrepreneurship, marijuana law, Strategic Planning
Education
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.) / LL.M of taxation, Tax and Corporate Law; Consumer Financial Services Law
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Geneva Financial LLC February 2011 - Present
Sterling Home Mortgage September 2005 - February 2011
Homeowners Loan Corporation July 2003 - August 2004
Ameriquest Mortgage Corporation December 2001 - May 2003
Skills
FHA, Loans, Credit, Mortgage Underwriting, Real Estate Financing, Loan Origination, FHA financing, Banking, VA loans, Government Loans, Investment Properties, First Time Home Buyers, Real Estate, Mortgage Banking, Mortgage Lending, Refinance, USDA, Certified Mortgage..., Reverse Mortgages, Commercial Mortgages, Construction Loans, Residential Mortgages, Mortgage Marketing, Refinancings, Debt Consolidation, Wholesale Lending, Commercial Lending, Mortgage Servicing, VA Loans
Education
The University of Akron 1994 — 1996
Geneva Financial LLC September 2014 - Present
Pinnacle Capital Mortgage January 2008 - September 2014
Sterling Home Mortgage May 2009 - August 2011
Sunrise Haven Assisted Living Home October 2004 - April 2010
Great Southwest Mortgage January 2003 - October 2004
Skills
Real Estate Financing, Real Estate Investment, Mortgage Lending, Refinance, Mortgage Banking, Credit Restoration, Short Sales, Foreclosures, Debt Management, VA loans, Small Business, Investment Properties, FHA, Credit, First Time Home Buyers, Residential Mortgages, Loans, VA Loans, Single Family Homes, Investors, REO, Referrals
Education
Mindanao State University 1987 — 1990
Bachelor's degree, Accounting
Realty One Group, Inc July 2015 - Present
Geneva Financial LLC January 2011 - Present
Geneva Real Estate & Investments LLC October 2011 - Present
Sun Valley Mortgage, Inc June 2001 - August 2009
Skills
Estate Planning, Mortgage Lending, FHA, Appraisals, VA loans, Relationship Management, Loans, Mortgage Brokers, Home Equity Lines of..., Real Estate, USDA, Refinance, Residential Mortgages, Mortgage Banking, Home Equity Loans, Loan Origination, VA Loans, Buyers, First Time Home Buyers, Foreclosures, Investment Properties, Referrals, Sales
Education
University of Massachusetts, Amherst
Bachelor of Science, Education
Boston College
School of Business
Geneva Financial LLC January 2011 - Present
Sterling Home Mortgage August 2005 - January 2011
Trupointe Mortgage December 2003 - August 2005
Skills
FHA, Mortgage Lending, Refinance, Loans, Credit, USDA, Residential Homes, HomePath, Rates, Residential Mortgages, Investment Properties, First Time Home Buyers, Loan Origination, Mortgage Banking, Real Estate
Education
Arizona State University 1999 — 2005
B.S., Electrical Engineering
Peoples National Bank May 2015 - Present
Geneva Financial LLC August 2014 - April 2015
Legal Shield, Inc. February 2012 - March 2015
DTC - LEADS April 2010 - November 2014
Peoples National Bank and Mortgage May 2010 - July 2014
Jordan Elliot Entertainment 2008 - October 2011
First National Bank March 2009 - May 2010
Assurity Financial Services August 2006 - March 2009
Empire Lakewood Nissan 2004 - 2005
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Fair Lending, DU Refi Plus, credit repair, Conventional Home Loans, Freddie Mac, First Time Home Buyers, FHA financing, Logistics, Reverse Mortgages, CHFA certified, Customer Relations, Fannie Mae, Twitter, Google+, Credit Analysis, Negotiation, Social Media Marketing, Home Equity Loans, Condos, New Home Sales, Customer Satisfaction, Advertising, Single Family Homes, Facebook, Business Planning, Event Management, VA, Accountability, Banking Relationships, Townhomes, Social Networking Sites, Financial Planning, Needs Analysis, Jumbo Loans, Second Homes, Existing Home Sales, VA Loans
Education
Metropolitan State University of Denver 1997 — 2004
Bachelors, Business Management, A+
J.K. Mullen High School 1993 — 1997
Diploma, Business Management, All of them
Pinnacle Capital Mortgage Corp June 2015 - Present
Geneva Financial LLC April 2014 - June 2015
Portland State University August 2009 - June 2013
Wealthbridge Mortgage July 2009 - November 2012
Wealthbridge Mortgage April 2003 - July 2009
Skills
Mortgage Lending, Refinance, Residential Mortgages, FHA, Loans, USDA, Credit, Loan Servicing, Mortgage Servicing, Mortgage Banking, Funding, Banking, First Time Home Buyers, Real Estate Financing, Real Estate, Investment Properties, Underwriting, Management, Selling
Education
Portland State University 2009 — 2013
Psychology
Homewood High School 1992 — 1995
Geneva Financial LLC July 2014 - Present
Christianson Financial Services, Inc July 2012 - 2013
Home Run Mortgage July 2007 - July 2009
Shell Beach Mortgage June 2005 - June 2007
Skills
Real Estate Transactions, Finance, Investment Properties, Property Management, Public Speaking, FHA, Small Business, Loans, Investors, Refinance, USDA, Real Estate Development, Negotiation, Sales Management, Selling, Investments, First Time Home Buyers, Mortgage Lending, Real Estate, Relocation, Customer Service, Marketing, REO, Short Sales, Blogging, Reverse Mortgages, Referrals
Education
Allan Hancock College
Real Estate
Fresno City College
Geneva Financial LLC 2012 - Present
So-Cal Coast Realty 2012 - Present
Mona Vie 2006 - Present
Willis Allen Real Estate 2008 - 2012
Maui Millionaires Mastermind 2007 - 2012
Calizona Investments LLC 2007 - 2009
Arizona 1997 - 2007
Skills
High Achiever, Contract Negotiation, Short Sales, Sales, Sales Management, Organizational..., Computer Proficiency, Apple Remote Desktop, Microsoft Office, Strategic Leadership, Financial Analysis, Customer Service, Business Development, Residential Mortgages, Commercial Mortgages, Real Estate Financing, Real Estate, Selling, Small Business, Foreclosures, Residential Homes, Referrals, Investment Properties, Real Estate Transactions, Negotiation, Investors, First Time Home Buyers, REO, Sellers, FHA, Real Property, Buyer Representation, Condos, Relocation, Single Family Homes, Listings, New Home Sales, VA loans, Refinance, Property, Brokerage, Buyers, Property Management, HUD, Real Estate Economics, Rentals, Real Estate License, USDA
Education
University of Northern Colorado 1985 — 1989
Bachelor of Science (BS), Finance
Geneva Financial LLC June 2011 - Present
Adobe Financial Corp September 1990 - May 2011
Skills
FHA, Strategic Planning, Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Credit, VA loans, FHA financing, Investment Properties, USDA, Residential Mortgages, Underwriting, First Time Home Buyers
Education
University of Hawaii at Manoa 1976 — 1976
Masters Degree, Agricultural Economics
Washington State University 1975 — 1975
Agricultural Economics
University of Washington 1966 — 1970
Bachelor of Arts, Economics
Geneva Financial LLC May 2013 - Present
Mid America Mortgage Services July 2012 - Present
Catalyst Lending November 2009 - July 2012
Abacus Financial 2008 - 2009
Clarion Mortgage 2005 - 2008
American Federal Lending 1994 - 1998
Skills
FHA, VA loans, First Time Home Buyers, Mortgage Lending, Investment Properties, Conventional, Mortgage Banking, Purchase, Refinance, Certified Mortgage..., Loans, Mortgage, Condos, Foreclosures, FHA financing, Investors, Short Sales, Credit, Mortgage Marketing, Certified Mortgage..., Reverse Mortgages, Referrals, Home Equity Loans, Residential Mortgages, Finance, USDA, Banking, Loan Origination, Credit Analysis, Government Loans, Mortgage Underwriting, REO, Debt Consolidation, Home Equity Lines of..., Commercial Mortgages, Commercial Lending, Sellers, Real Estate Economics, HUD, Construction Loans, Rates, Real Estate Financing, Loss Mitigation, Underwriting, Financial Structuring, Mortgage Servicing, Real Estate Lending, Investments, VA Loans, FHA Financing
Education
CMPS Institute
Certified Mortgage Planning Specialist
Regis University 1986 — 1989
Business Management
Mountain States Employers Council 1981 — 1983
Professional Management Certification
Metropolitan State University of Denver 1974 — 1978
Business Administration
Geneva Financial LLC May 2014 - Present
West USA Realty January 2012 - Present
Skills
Foreclosures, Sellers, Short Sales, Real Estate, Leadership, Selling, Management, Marketing, Customer Service, Investors, Sales, Mortgage Lending
Education
Glendale Community College 1975 — 1977
None, Computers
Coyote Capital Investments, LLC April 2013 - Present
Junior League of Phoenix Foundation June 2014 - Present
The Junior League of Phoenix May 2013 - May 2014
AmeriFirst Financial, Inc. September 2009 - March 2013
The Junior League of Phoenix May 2011 - April 2012
Junior League of Phoenix May 2010 - April 2011
Junior League of Phoenix May 2009 - April 2010
Geneva Financial, LLC September 2008 - August 2009
Morgan Capital of Arizona April 2005 - August 2008
Skills
FHA, Mortgage, First Time Home Buyers, VA, Investment Properties, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, Customer Service, VA loans, Problem Solving, FHA financing, Excel, Mortgage Industry, Mortgage Planning, Conventional, Purchase, Conforming, Home, Banking, Certified Mortgage..., Credit Analysis, Loans, Real Estate Financing, Financial Analysis, Sellers, Commercial Mortgages
Education
Michigan State University
BS, Business/Retail
Wayne State University
MBA, Finance
Geneva Financial LLC August 2014 - Present
Community Living Opportunities January 2014 - July 2014
City of Lawrence October 2013 - January 2014
Mondo Search May 2013 - July 2013
Skills
Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Project Management, Report Writing, Data Analysis, Interviews, Training, Trend Analysis, First Time Home Buyers
Education
The University of Kansas 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Management
University of Kansas 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Non-Profit/Public/Organizational Management
BNC National Bank 2015 - Present
Geneva Financial LLC 2014 - 2015
Exemplar Capital Management, LLC August 2014 - 2014
Deva Investments, LLC January 2013 - 2013
Firefly Real Estate, LLC 2010 - 2013
Deva Investments LLC 2004 - 2010
Mortgages Ltd. Securities LLC 2006 - 2008
Mortgages Ltd. 2005 - 2006
Skills
Full P&L Responsibility, Strategic Planning, Analytical Skills, Business Development, Persistence, Negotiation, Key Account Management, Project Management, Conflict Management, Staff Management, Goal Setting, Networking, Customer Service, Communication, System Administration, Delegation, Management, Marketing, High Net Worth..., Sales / Marketing..., Managing Others, Building Teams/Culture, Delegating, Personnel..., Communication Expertise, Administration, Problem Solving, Follow-Through, High Standards, Detail Oriented, Recruit, Train and..., Productive Work..., Monitoring Individual..., Creating / Revising..., Operations, Competing, Real Estate, P&L Management, Sales, Marketing Strategy, Entrepreneurship, Portfolio Management, Investment Properties, Executive Management, Sales Process, Residential Homes, Commercial Real Estate, Real Estate Transactions, Investors
Education
San Jose State University 1996 — 1998
Bachelor's Degree, Major: Speech Communications; Minor: Business, 3.5 GPA
San Jose State University 1996 — 1998
Bachelor's degree, Speech Communication and Rhetoric
Keller Williams Realty Palo Alto June 2015 - Present
Linda Weathers Insurance Broker January 2015 - Present
J Williams Staffing January 2015 - Present
SA Short Sale Services December 2007 - Present
SecurityNational Mortgage Company #3116 May 2014 - January 2015
Geneva Financial LLC October 2013 - April 2014
Realty ONE Group BMC Associates October 2012 - October 2013
Providential.com January 2013 - July 2013
Re/Max - Santa Clara Valley November 2011 - October 2012
BMC REAL ESTATE September 2010 - December 2011
Skills
Mortgage Banking, HUD, Lending Solutions, Home Equity Loans, Assisting First Time..., Direct Lending, Short Sales, REO, Investors, Real Estate, Investment Properties, Foreclosure Defense, Sellers, Foreclosures, New Homes, Single Family Homes, Luxury, Mortgage Lending, Buyer Representation, Buyers, Real Estate Transactions, Residential Homes, Real Property, Income Properties, 1031 Exchanges, Loans, Listings, Property Management, First Time Home Buyers, SFR, New Home Sales, Rentals, Real Estate Financing, Relocation, Real Estate Investor, Personality, Move Up Buyers, Relocation Buyers, Commercial Real Estate, Condos, Referrals, Selling, Mortgage Servicing, Empty Nesters, Property, FHA, Business Acumen, home sellers, Certified Short Sales, Investments
Education
Hard Knocks 2015 — 2019
More knowledge that I can possibly use, Real Estate, Business, Psychology, Finance
National University 1987 — 1992
Bachelor of Business Administration (BBA), Business & Marketing
Geneva Financial LLC June 2015 - Present
PeirsonPatterson, LLP October 2014 - February 2015
PeirsonPatterson, LLP January 2014 - October 2014
Team Lead PeirsonPatterson, LLP March 2013 - January 2014
PeirsonPatterson, LLP May 2012 - March 2013
Joy A. Liuzza, Ed.D, LPC September 2010 - March 2012
Ut Medical Branch February 2006 - July 2010
Skills
Microsoft Office, Management, Invoicing, Customer Service, Microsoft Excel, Adobe Acrobat, Microsoft Word, Data Entry, Marketing, Spreadsheets, Payroll, CRM, Mortgage, Closer, QC Tools, Operations Management, Project Management, Process Improvement, Administration, XML, XML Spy, Post Closing, Loans, VA loans, FHA loans
Education
Houston Community College
High School Diploma
American Airlines May 2015 - Present
Geneva Financial LLC January 2014 - Present
Wells Fargo February 2013 - March 2014
Palihouse-West Hollywood 2011 - 2012
Skills
Customer Service, Customer Satisfaction, Event Management, Microsoft Word, Time Management, Sales, Budgets, Facebook, Marketing, Social Media, Social Networking
Education
American Musical and Dramatic Academy
Dance
Geneva Financial LLC April 2015 - June 2015
United States Senate SAA January 2015 - April 2015
intuiShip July 2014 - November 2014
Skills
Microsoft Office, Microsoft Excel, Leadership, Experimental Design, Statistical Data..., Sales Management, AV, People Skills, People Development, Team Building, Strategic Planning, Social Media
Education
Brigham Young University 2011 — 2017
Works Entertainment, LLC December 2014 - Present
Geneva Financial LLC August 2015 - Present
Wholesale Capital Corporation June 2014 - July 2015
Wells Fargo Home Mortgage, Private Mortgage Banking May 2013 - June 2014
Guild Mortgage Company February 2012 - November 2012
Union National Mortgage Company September 2010 - September 2011
Western Real Estate Services January 2003 - February 2009
MCY III dba MotorLife Distributors September 1995 - November 2002
Western Mortgage Corporation February 1989 - August 1995
Skills
Strategic Leadership, Sales Management, Financial Management, Refinance, Mortgage, Loans, Mortgage Banking, Loan Origination, Residential, Mortgage Lending, USDA, VA, FHA, Residential Mortgages, First Time Home Buyers, Investment Properties, Loan Structuring, Residential Homes, Sales, Marketing, Short Sales, Real Estate, Investments, Credit, Banking, Commercial Mortgages, Finance, VA loans, Underwriting, Sellers, FHA financing, Reverse Mortgages, Home Equity Loans, Construction Loans, Real Estate Financing, Commercial Real Estate, Social Media
Education
University of California, Irvine 1976 — 1978
BA, Economics
Los Angeles Pierce College 1975 — 1976
Bachelor of Arts (B.A.), General Education
Los Angeles Valley College 1974 — 1975
General Education
Verdugo Hills High School 1971 — 1974
Geneva Financial LLC March 2015 - Present
imortgage June 2014 - March 2015
Grow Financial Federal Credit Union March 2013 - June 2014
MIDFLORIDA Credit Union April 2012 - March 2013
Land O'Lakes, Inc. December 2009 - March 2012
Countrywide Home Loans July 2003 - May 2008
Citrus & Chemical Bank October 2001 - July 2003
Skills
Mortgage Lending, Credit, Loans, Sales, Customer Service, Real Estate, Loan Origination, Marketing, Credit Analysis, Sales Management, Management, Underwriting, Training, Mortgage Banking, Sales Operations, Leadership, Residential Mortgages, Marketing Strategy, Business Networking, Department Budgeting, Trade Shows, Fundraising, Social Media, CRM Databases, Non-profit Volunteering
Education
University of Central Florida 1998 — 2000
Bachelor of Business Administration (BBA), Mangement, 3.0
Pellissippi State Community College 1994 — 1998
Associate of Arts (A.A.), Art/Art Studies, General, 3.2
Geneva Financial LLC June 2014 - Present
Security National Mortgage Company November 2013 - May 2014
CENTRAL BANC MORTGAGE CORPORATION CL NMLS# 55244 January 2012 - June 2013
American Mortgage Group, Inc. May 1998 - January 2012
America One Finance February 2005 - May 2010
Skills
Hard Money Lending, Fluent Korean Speaking..., Self Employed Finance..., Refinance, FHA, Mortgage Banking, Loan Origination, USDA, Residential Mortgages, Loans, VA loans, FHA financing, Credit, Reverse Mortgages, Government Loans, Certified Mortgage..., Construction Loans, Credit Analysis, Consumer Lending, FHA Financing, VA Loans
Education
University of Houston 1989 — 1992
Bachelor's Degree, Hotel and Restaurant Management
Andress High School 1981 — 1986
Diploma
Integrity First Financial Group (IFFG) August 2014 - Present
Geneva Financial LLC July 2013 - August 2014
SlimGenics December 2009 - July 2013
American Income Life February 2009 - November 2009
Management Recruiters of Sioux Falls February 2008 - January 2009
Skills
Marketing, Event Planning, Social Media Marketing, Customer Service, Sales
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Lincoln High School 1998 — 2001
Arizona Wholesale Mortgage Inc. NMLS #19254 in AZ & National Wholesale Mortgage Inc. NMLS 165243 July 2015 - Present
Geneva Financial LLC April 2014 - July 2015
Pinnacle Capital Mortgage Corp December 2012 - April 2014
Open Mortgage, LLC July 2012 - December 2012
W. J. Bradley Mortgage May 2011 - July 2012
Alliance Financial Resources, LLC July 2010 - April 2011
United First Financial October 2007 - April 2011
Send Out Cards March 2003 - April 2011
Pacific Coast Mortgage, Inc. March 2009 - April 2010
Prospect Mortgage, LLC January 2008 - December 2008
Skills
VA, Military, Conventional, VA Loans, Referrals, Reverse Mortgages, Customer Service, Purchase, Residential Homes, Investors, Coaching, First Time Home Buyers, USDA, Financial Analysis, Credit, Sales Management, Strategic Planning, Residential Mortgages, Residential, Mentoring, Banking, Investments, Marketing Strategy, Insurance, Customer Relations, Foreclosures, Mortgage, Budgeting, Finance, Financial Planning, Entrepreneurship, New Business Development, Compliance, Video Marketing, Contract Negotiation, Short Sales, REO, Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Refinance, Marketing, Small Business, FHA, Sellers, Team Building, Management, Investment Properties
Education
Northern State University 2001 — 2002
BS, Business Management/Accounting/Computer Sciences
Southwestern Assemblies of God University 2000 — 2001
AA, General Business
Northern State University 1970 — 1974
BS Business Admin/Accounting/Marketing, Bus. Administration, Accounting, Marketing, International Finance, Computer Science
Southwestern Assemblies of God University 1968 — 1970
Business, Accounting, Computer Sciences, Missions
San Tan Financial December 1999 - Present
Geneva Financial LLC 2014 - 2014
Education
Seton Hall University 1994 — 1997
Pre-Law, MBA- University of Phoenix 2001
University of Redlands 1992 — 1994
Economics, History
Vanguard August 2011 - Present
Geneva Financial, LLC 2009 - August 2011
Triad Wealth Consultants April 2009 - February 2011
Charles Schwab November 1996 - April 2009
ING Investment Management February 2007 - April 2008
Skills
Portfolio Management, Series 7, CRM, Mergers, Forecasting, Strategic Financial..., Mutual Funds, Retirement Plan..., Valuation, Business Development, Investments, Leadership, Financial Services, Financial Advisory, Sales, Mergers, Management, Wealth Management, Finance, Asset Management, Financial Planning
Education
Cardinal Stritch University 1993 — 1996
BS, Business Administration
College for Financial Planning
Asset Management
Geneva Financial LLC May 2015 - Present
Arizona Department of Financial Institutions September 2013 - May 2015
Bank of America April 2013 - September 2013
Bank of America Home Loans January 2011 - March 2013
Bank of America November 2007 - January 2011
EquiFirst January 2007 - August 2007
Accredited Home Lenders November 2005 - December 2006
Gulfstream Financial Services February 2003 - October 2005
Amerus Home Lending May 2002 - November 2002
Gulfstream Financial Services August 1998 - May 2002
Skills
Mortgage Banking, Loans, Credit Analysis, Credit, Banking, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, FHA, Lines Of Credit, VA loans, FHA financing, Mortgage Underwriting, Loss Mitigation, Relationship Management, Government Loans, Home Equity Loans
Education
Oklahoma State University 1988 — 1992
Geneva Financial LLC January 2014 - Present
Green Streeet Realty, LLC November 2011 - January 2014
Cox Team - Pacific Arizona Realty, Inc. July 2010 - October 2011
DONE DEAL INVESTMENTS / GREEN STREET REALTY May 2008 - March 2010
Green Street Realty / Done Deal Solutions / Live Free Investment Group 2008 - 2010
Geneva Real Estate & Investments LLC 2007 - 2010
Morgan Financial 2007 - 2008
KENNEDY AND ASSOCIATES May 2001 - March 2007
TaxLoopholes.com 2001 - 2007
IMAGE BUILDING ADVERTISING September 1996 - May 2001
Skills
Payroll, Real Estate, Budgets, Marketing, Short Sales, Training, Human Resources, Forecasting, Project Management, Accounting, Business Development, Negotiation, Sellers, Team Building, Management, Contract Negotiation
Education
AZ SCHOOL OF REAL ESTATE AND BUSINESS 2007 — 2007
Real Estate License
The University of South Dakota 1991 — 1994
Bachelor of Business Administration, Management
Counsel Mortgage Group, LLC January 2015 - Present
Geneva Financial LLC January 2011 - January 2015
Sterling Home Mortgage May 2008 - January 2011
Windsor Capital Mortgage May 2006 - May 2008
Spectrum Financial Group 2004 - 2006
Merrill Lynch January 2002 - January 2004
Skills
Loans, USDA, Investment Properties, Real Estate, First Time Home Buyers, FHA
Education
Arizona State University 1989 — 1992
Bachelor of Science (BS)
Geneva Financial LLC May 2012 - Present
Lewis Operating Corp. October 2011 - April 2012
Prometheus Real Estate Group June 2007 - September 2011
ConAm Management August 2005 - June 2007
CTL Management September 2001 - August 2005
Skills
Property Management, Real Estate, Real Estate Development, Residential Homes, Training, Property, Leases, Apartments, Rentals, Budgets, Customer Service
Education
University of Central Florida 1999 — 2001
University of West Florida 1995 — 1999
Geneva Financial LLC May 2009 - Present
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA, Loan Origination, USDA, Business Development, VA loans, Residential Mortgages, Real Estate Financing, Certified Mortgage..., Government Loans, FHA financing, Investments, VA Loans
Education
Arizona State University 1998 — 2000
Freedom Mortgage July 2015 - Present
Movement Mortgage February 2013 - July 2015
YES! Air Conditioning & Plumbing January 2010 - August 2012
Geneva Financial LLC October 2007 - January 2010
Northern Pacific Mortgage Company September 1998 - September 2005
Green Tree Mortgage Services August 1997 - October 2000
Skills
Sellers, Short Sales, Buyer Representation, First Time Home Buyers, Foreclosures, Single Family Homes, Listings, Investment Properties, Condos, New Home Sales, Relocation, Refinance, Reverse Mortgages, Mortgage Lending, FHA, Loans, VA loans, Underwriting, Mortgage Banking, FHA financing, Finance, USDA, Construction Loans, Real Estate Financing, Residential Mortgages, Referrals, Government Loans, Loan Origination, Credit, Loss Mitigation, HUD, Real Estate Transactions, Real Estate Economics, Real Estate, Residential Homes, Commercial Mortgages, Home Equity Loans, Mortgage Underwriting, New Homes, Mortgage Servicing, Selling, Loan Servicing, Certified Mortgage..., Mortgage Marketing, Vacation Homes, FHA Financing, Move Up Buyers, Home Equity Lines of..., Property, Brokerage
Education
University of Phoenix 1992 — 1995
Associates, Business
North Quincy High School 1985 — 1989
Sacred Heart School 1977 — 1983
Elementry, Liberal Arts and Sciences, General Studies and Humanities, 1-8
Sortis Group, LLC October 2014 - Present
Oregon Wildlife October 2013 - Present
MBank January 2015 - September 2015
Loan Resolution Corporation September 2013 - December 2014
Geneva Financial LLC May 2013 - September 2013
Further Development, LLC February 2008 - May 2013
OnPoint Community Credit Union 2009 - 2011
Morgan Finanical, Inc October 1995 - March 2008
Skills
Mergers & Acquisitions, Strategic Planning, Investment Properties, Residential Homes, Investments, Negotiation, Investors, Residential Mortgages, Real Estate, Refinance, Mortgage Lending, First Time Home Buyers, Business Strategy, Short Sales, Corporate Law, Banking, Loans, Mortgage Banking, Credit, FHA, Finance, Sales Management, Credit Analysis, Mortgage Servicing, Sales, Operations Management
Education
Lewis and Clark College 1990 — 1993
BS, Business Administration
Portland State University
Geneva Financial, LLC February 2011 - Present
Sterling Home Mortgage 2007 - November 2011
American Mortgage Group June 2002 - September 2007
Skills
FHA, VA, USDA, Mortgage, Credit, Conventional, First Time Home Buyers, Mortgage Lending, Refinance, Negotiation, Residential Homes, Real Estate, Sales Management, Referrals, Customer Service, VA loans, Mortgage Banking, Finance, Foreclosures, Investment Properties
Education
Phoenix College 1982 — 1983
General
Geneva Financial, LLC January 2015 - Present
Johns Creek Chamber of Commerce January 2012 - May 2012
Physician Quest, Inc. August 1993 - April 1995
Skills
Recruitment for..., Marketing, brokering,..., Stockbroker, investment..., Administered..., Mortgage, Financial Analysis, Negotiation, Public Speaking, Customer Service, Insurance, Financial Planning, Mortgage Lending, Refinance, Team Building, Marketing, Small Business, Temporary Placement, Training, Investment Properties, Loans, Business Development, Start-ups, Strategic Financial..., Investments, Strategic Planning, Sales Management, Credit, Residential Mortgages, Residential Homes, Real Estate, Leadership, Brokers, New Business Development, Security, Underwriting, FHA, Loan Origination, Mortgage Banking
Education
University of Tennessee-Knoxville 1974 — 1975
MPA, Program Evaluation, Planning, Budgeting
Middle Tennessee State University 1967 — 1972
BS, Pre-Law, Political Science
Geneva Financial, LLC December 2008 - Present
Southern Arizona Mortgage Services, LLC August 1999 - October 2008
Education
University of Arizona 1986 — 1991
BA, Economics, Minor in Spanish
Movement Mortgage, LLC June 2015 - Present
Geneva Financial LLC March 2015 - June 2015
Quicken Loans March 2012 - March 2015
Wells Fargo Home Mortgage September 2009 - September 2011
First Fed Mortgage September 2005 - September 2009
Skills
Mortgage Banking, Mortgage Servicing
Education
Arizona State University
Triton College
Associate of Arts (A.A.), Criminal Justice/Police Science
American Advisors Group (AAG Reverse Mortgage) January 2015 - Present
Geneva Financial LLC June 2014 - January 2015
Open Mortgage, LLC 2013 - June 2014
Security 1 Lending April 2011 - May 2013
Bank of America 2010 - 2011
1st Mariner Bank 2007 - 2008
Skills
FHA, Reverse Mortgages, Short Sales, Referrals, Refinance, Loan Origination, Foreclosures, FHA financing
Education
Pro-Schools 2012 — 2012
NMLS required Classes
Fullerton College 1962 — 1964
Business Administration and Management, General
Geneva Financial LLC April 2015 - Present
American Financial Network, Inc. November 2014 - April 2015
MLD Mortgage Inc./DBA The Money Store November 2013 - August 2014
iServe Residential Lending July 2012 - February 2013
PMR Capital Funding June 2008 - July 2012
Downey Savings June 2007 - April 2008
Deutsche Bank, db home lending January 2006 - April 2007
Citi Financial Mortgage October 2005 - January 2006
IMPAC Funding (Novelle Financial) October 2000 - October 2005
Skills
Contract Negotiation, Team Building, Credit Analysis, Campaign Management, Loans
Education
George Mason University 1979 — 1983
BS, Management
American University 1978 — 1979
Business Law
Geneva Financial LLC November 2014 - Present
American Lending Network July 1997 - November 2014
Skills
Mortgage Banking, FHA, Refinance, Loans, Real Estate, Entrepreneurship, Mortgage Lending, Investment Properties, Budgets, Investments, Public Speaking, PowerPoint, Microsoft Word, Credit, Microsoft Excel, Residential Mortgages, Customer Service, Finance, Real Estate Financing, Loan Origination
Education
Brigham Young University
Geneva Financial LLC January 2011 - Present
Sterling Home Mortgage September 2007 - January 2011
Westtec Mortgage February 2005 - October 2007
Skills
FHA, VA, USDA, First Time Home Buyers, Investment Properties, Customer Relations, Mortgage Lending, Conventional, Refinance, Mortgage, Credit, Mortgage Industry, VA loans, Reverse Mortgages
Education
Arizona State University 1992 — 1997
Horizon 1989 — 1992
Geneva Financial LLC March 2015 - Present
PrimeLending February 2014 - March 2015
Wells Fargo Home Mortgage March 2012 - February 2013
Service First Mortgage January 2012 - April 2012
OneMain Financial September 2002 - January 2012
Petro Chemical Services January 2001 - September 2002
Morgan Stanley October 1999 - January 2001
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Refinance, Loans, FHA, Residential Mortgages, Credit, Underwriting, First Time Home Buyers, Banking, Consumer Lending, Investment Properties, Credit Risk, FHA financing, VA loans, USDA, Insurance, Government Loans, Real Estate, Finance, Mortgage Servicing, Credit Analysis, Mortgage Underwriting, Real Estate Financing, Commercial Banking, Certified Mortgage..., Home Equity Loans, Home Equity Lines of..., Non-Conforming, Reverse Mortgages, Loss Mitigation, Commercial Lending, Construction Loans, VA Loans
Education
Sam Houston State University 1995 — 1999
BBA, Finance
Sam Houston State University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Geneva Financial LLC October 2013 - Present
Group One Mortgage 2009 - 2010
Capital Resource Group 1994 - 2008
RKO General/Group W Broadcasting/Stringer NBC, CBS, Associated Press 1970 - 1985
Skills
Writing, Loan Origination, Composer, musician..., Legal Research, Real Estate Transactions, Financial Structuring, FHA Loans, VA Loans, Conforming loans, HARP Mortgages
Education
New England Conservatory of Music 1970 — 1973
Music Theory and Composition
Movement Mortgage February 2013 - Present
Geneva Financial LLC January 2009 - August 2011
Morgan Financial Las Vegas March 2004 - December 2008
Skills
FHA, Mortgage Lending, USDA, Reverse Mortgages, Loans, Finance, Sales, Training, Recruiting, Mortgage Banking, Refinance, Loan Origination, Banking, Cold Calling, Credit, Credit Analysis, Customer Service, FHA Financing, FHA financing, HomePath, Investment Properties, Marketing, Real Estate, Real Estate Financing, Sellers, Sales Management, Selling, Short Sales, VA Loans, VA loans, Residential Mortgages, First Time Home Buyers
Education
Northern Arizona University 1983 — 1987
Bachelor of Science, Business Administration
Geneva Financial LLC June 2014 - Present
Legacy Lending Group July 2013 - June 2014
Williams Scotsman March 2011 - August 2013
Spacesaver Intermountain November 2005 - March 2011
Skills
Contract Negotiation, New Business Development, Salesforce.com, Sales Management, Account Management, Contract Management, Strategic Planning, Negotiation, Selling, Team Building, Process Scheduler, Sales, Key Account Management, Customer Service, Budgets, Purchasing, Project Planning, Construction, Team Leadership, Sales Operations, Retail, Direct Sales, Customer Satisfaction, Business Development, Leadership, Sales Process, Operations Management, Certified Mortgage...
Education
Northwest Nazarene University
BS, Business Administration
Geneva Financial LLC September 2014 - Present
Crossroads Mortgage January 2005 - September 2014
Southern Financial Mortgage September 2000 - January 2005
Regions Mortgage October 1998 - September 2000
Commonwealth Mortgage September 1993 - September 1998
Great Western Mortgage September 1989 - September 1993
Southern Mortgage April 1984 - August 1989
Skills
Loans, Investment Properties, Real Estate, First Time Home Buyers, Foreclosures, FHA, Residential Homes, Residential Mortgages, REO
Education
Marshall University 1970 — 1972
Geneva Financial LLC May 2011 - Present
Adobe Financial Corporation May 2008 - April 2011
Skills
FHA, Mortgage Lending, USDA, Refinance, Loan Origination, Residential Mortgages, Mortgage Banking, VA loans
Education
University of Maryland College Park
Bachelor of Science, Agriculture, Economics
Geneva Financial LLC March 2011 - Present
Skills
Refinance, FHA, Residential Mortgages, Mortgage Lending, USDA, Loans, Mortgage Banking, VA loans, Short Sales, Loan Origination, REO, Reverse Mortgages, Banking, Commercial Mortgages, Credit, VA Loans
Education
Philadelphia University
Geneva Financial LLC October 2014 - Present
GB Financial Planning and Solutions April 2010 - Present
Pinnacle Capital Mortgage Corporation October 2012 - October 2014
AMG Mortgage Group November 2009 - December 2012
America Mortgage Group January 2001 - November 2009
Education
The American College
ChFC, Financial Planning