Greentree Financial Group, Inc.
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Greentree Financial Group, Inc. Employees
IHOP June 2011 - Present
AllinaHealth February 2001 - Present
Perkins Family Restaurants August 2001 - June 2011
Greentree Financial Group, Inc. 1998 - 2001
Bally Total Fitness 1998 - 2000
U.S. Bank 1992 - 1996
Skills
Epic Systems, Revenue Cycle, Healthcare Information..., HIPAA, Medical Billing, Healthcare, Medical Terminology, CPT, Time Management, Sales, Collaborative Problem..., Mortgage Underwriting, Teamwork, Business Workflows, Data Analysis, Banking, B2B, Customer Service, Management, Medical Records
Education
Metropolitan State University 2013 — 2014
Bachelor of Business Management, Business Management, Minor in Banking, B
Metropolitan State University 2009 — 2014
Business Managemant, Business Mgmt Degree
Minneapolis Community and Technical College
Principles of banking
Trustmark National Bank April 2005 - Present
Union Planters Bank 1999 - 2004
Greentree Financial Group, Inc. 1998 - 2000
Skills
Loans, Credit, Credit Analysis, Mortgage Lending, Training, Process Improvement, Processing, Guideline Development, Quality Auditing, Customer Service, Internal Communications, Banking, Commercial Banking, Retail Banking, Real Estate, USDA, Investment Properties, First Time Home Buyers, Mortgage Banking
Education
Hinds Community College 1992 — 1994
Associate of Arts (A.A.)
Triad Financial Services- NMLS #425183 April 2007 - Present
Origen Financial 1997 - 2007
Greentree Financial Group, Inc. March 1991 - March 1997
Skills
Marketing, Sales Management, Sales, Competitive Analysis, Credit, Loans, Real Estate, Selling, Contract Negotiation, Strategic Planning, New Business Development, Negotiation, Team Building, Residential Homes, Business Development, Account Management, Customer Service, Budgets, Customer Satisfaction, Mortgage Lending, Management, Banking, Insurance, Mortgage Banking, FHA financing, Loss Mitigation, First Time Home Buyers, Finance, Executive Management, Financial Analysis, Commercial Lending
Education
Humboldt State University 1973 — 1977
Bachelor of Arts (B.A.), Communication Studies
Greentree Financial Group, Inc. February 2013 - Present
Ally Financial, Inc. December 2007 - February 2013
GMAC-ResCap December 2005 - December 2007
GMAC-RFC June 2003 - December 2005
GMAC-RFC January 2002 - June 2003
GMAC-RFC September 2000 - January 2002
Wells Fargo Bank April 2000 - September 2000
US Bank December 1998 - April 2000
Eagle Capital Management August 1997 - October 1998
Skills
Risk Management, Mortgage Lending
Education
University of St. Thomas - Opus College of Business 2001 — 2005
MBA, Finance
St. Cloud State University 1992 — 1997
Bachelors of Science, Finance
Univita Health (Long Term Care Group) Take incoming calls from policy holders, answer questions on their policies, resolve issues, start the intake process, research payments.Customer ServiceRELSSeptember 2012 - February 2014
Greentree Financial Group, Inc. July 2000 - July 2010
Skills
Insurance, Health Insurance, Visio, Process Improvement, SDLC, Business Analysis, Software Documentation, Call Centers, Claim, SharePoint, Medicare, Vendor Management, Customer Service, HIPAA, Requirements Gathering
Education
Century College 2011 — 2012
Certificate, Medical Office Assistant/Specialist
Century College 1990 — 1994
Associate of Arts and Sciences (AAS), Human Services, General
Elite Events 2015 - Present
National American University February 2015 - June 2015
National American University January 2014 - March 2015
Sturgis Buffalo Chip June 2011 - October 2013
Greentree Financial Group, Inc. April 2011 - July 2011
PREMIER Bankcard January 2009 - June 2010
Skills
Account Management, Sales, Advertising, Customer Service, Social Media, Marketing, Public Relations, Marketing Strategy, Event Planning, Social Media Marketing, Social Networking, Event Management, Online Marketing, Marketing Communications, Lead Generation, Sponsorship, Strategic Planning, Online Advertising, Management, Email Marketing, Brand Development, Microsoft Office
Education
Black Hills State University 2008 — 2013
Bachelor of Applied Science (BASc), Psychology & Sociology
University of Colorado at Colorado Springs 2009 — 2010
Bachelor's degree, Psychology/Sociology
First Cal Mortgage May 2015 - Present
Ohio Health Group August 2008 - May 2014
Avalanche Funding Corp May 2005 - September 2006
Flagship Mortgage Corporation April 2001 - May 2005
Amerimac Mortgage May 2000 - April 2001
Greentree Financial Group, Inc. April 1999 - May 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Mortgage Lending, Loans, Customer Service, FHA, VA Loans, Credit, Banking, Credit Analysis, HomePath, Mortgage Banking, Underwriting, Finance, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Real Estate, Investment Properties, FHA Financing, First Time Home Buyers
Education
Columbus State Community College 2007 — 2009
Biology, General
Franklinton Career & Technology Center 2007 — 2007
Medical Assisting, Medical/Clinical Assistant
University of Phoenix 2006 — 2007
Business, Management, Marketing, and Related Support Services
The Ohio State University 1996 — 1997
Microbiology, General
Academy of Medical & Health Science 1991 — 1992
91B Combat Medic & 91Y Eye Specialist Certification, Medical/Clinical Assistant
Westerville South High School 1988 — 1991
College Preparation
Las Trampas October 2008 - Present
Business Team July 2008 - Present
Greenpoint Mortgage 2000 - 2007
First Union 1998 - 1999
Greentree Financial Group, Inc. 1998 - 1999
California Mortgage Advisors 1993 - 1996
Skills
Microsoft Office, Sales, Customer Service, Credit, Selling, Loans, CRM, Finance, Real Estate, Marketing, FHA, Sales Operations, Banking, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Credit Analysis
Education
California State University-East Bay 2005 — 2009
B.S, Business Adminstration
California State University-East Bay 1978 — 1984
B.A, Sociology
San Diego State University-California State University 1980 — 1982
Kennedy High School
GreenTree Financial Group, Inc. 1999 - Present
Ernst & Young May 1985 - September 1989
Skills
Mergers, Venture Capital, Accounting, SEC filings, Finance, Auditing, Business Planning, Entrepreneurship, Securities, Private Placements, Financial Structuring, Financial Analysis, Strategic Planning, Financial Reporting, GAAP, Mergers & Acquisitions, Executive Management, Restructuring, IPO, Financial Statements, Risk Management, Due Diligence, Leadership, Tax, Corporate Finance, Financial Advisory, Acquisitions, Private Equity, SEC Filings, Start-ups, Business Strategy, Valuation, Financial Modeling, Investments, Equities, Management, Strategy, Investment Banking, Consulting
Education
Florida Atlantic University 1984 — 1985
Master's degree, Accounting
Barry University 1981 — 1984
Bachelor's degree, Accounting, 4.0
Greentree Financial Group, Inc. 1998 - Present
Skills
SEC filings, XBRL, UCC filings, Public Companies, Strategic Financial..., Capital Markets, Divestitures, Accounting, Registration statements, Reverse Mergers, Risk Management, Restructuring, Mergers & Acquisitions, IPO, Executive Management, Financial Statements, Private Equity, Due Diligence, Entrepreneurship, Financial Modeling, Securities, Venture Capital, Financial Analysis, Start-ups, Tax, Private Placements, Corporate Governance, Valuation, Investor Relations
Education
Florida Atlantic University
Bachelor's degree
Perma Safety Tub Co. August 2000 - Present
Lernout and Hauspie Speech Products March 1998 - May 2000
Greentree Financial Group, Inc. February 1997 - February 1998
Minnesota Food Shelf Network 1990 - 1998
Spanlink Communications 1994 - 1996
Emergency Foodshelf Network 1990 - 1994
Skills
Operations Management, Human Resources, Training, Social Media, Customer Service, Team Building, Coaching
Education
Metropolitan State University
Bachelor of Science (BS), Business Admnistration
Catskill High School
Saint Paul Public Schools September 2013 - Present
Saint Paul Public Schools September 1996 - August 2013
Concordia University, St. Paul 2009 - 2011
Greentree Financial Group, Inc. April 1994 - May 1996
Skills
Adult Education, Program Development, Higher Education, E-Learning, Editing, Research, Event Planning, Administrative..., Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Lotus Notes, K-12, Leadership, Office Management, Problem Solving, Underwriting, Video, Writing, Creative Writing, Mac OS X, Youth Mentoring, Youth Work, Youth Ministry, Conflict Resolution, Crisis Intervention, Volunteer Management, Classroom, Leadership Development, Tutoring, Training, Critical Thinking, Interventions, Educational Leadership, Emotional Disabilities, Counselor Education, Case Managment, Behavioral Disorders, PBIS, Parenting Workshops, Church Events, Youth At Risk, Data Entry, Cognitive Assessment, Child Development, Teacher Training, Team Building, Student Development
Education
Concordia University-St. Paul 2009 — 2011
Master Degree, Criminal Justice Leadership
Northwestern College 2007 — 2009
Bachelors of Science, Psychology & Criminal Justice
Inver Hills Community College 2004 — 2006
Associate of Science, Psychology
House or Residence November 2004 - Present
Army National Guard December 1988 - December 2009
Greentree Financial Group, Inc. 1999 - November 2004
Skills
Auditing
Education
Metropolitan State University 1996 — 2000
BS, Finance and Financial Management Services