Hilltop Advisors
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Hilltop Advisors Employees
Employee
Years
Job
Industry
Charlie Laracy Charlie Laracy's Hilltop Advisors Experience August 2012 - January 2013
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC October 2013 - Present
Promontory Financial Group, LLC January 2013 - October 2013
Hilltop Advisors August 2012 - January 2013
AARP June 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Promontory Financial Group, LLC October 2013 - Present
Promontory Financial Group, LLC January 2013 - October 2013
Hilltop Advisors August 2012 - January 2013
AARP June 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Jim Nickels Jim Nickels's Hilltop Advisors Experience November 2012 - January 2013
Job Manager/Consultant # Accounting # Investor Reporting # Mortgage
Industry Financial Services
Experience
H&R Block December 2014 - Present
JJN Mortgage Consulting LLC March 2014 - Present
Independent Contractor January 2014 - January 2014
Burns Search June 2013 - July 2013
Hilltop Advisors November 2012 - January 2013
BSI Financial Services December 2008 - November 2010
Thornburg Mortgage July 2008 - November 2008
Popular Financial Holdings 2006 - 2007
Bearing Point 2005 - 2006
Ameriquest Mortgage 2004 - 2005
Skills
Accounting, Mortgage, Loans, Mortgage Lending, Financial Analysis, Risk Management, Banking, Mortgage Banking, Forecasting, Process Improvement, Mergers, Financial Reporting, Real Estate, Due Diligence, Portfolio Management, Management, Cash Management, Mortgage Servicing, Mergers & Acquisitions, Budgets, Strategic Planning, Financial Services, Valuation, Loss Mitigation, Treasury Management, Strategic Financial..., Investments, Training, Start-ups, Finance, Auditing, Financial Risk, Change Management, Program Management, Account Reconciliation, Business Strategy, Asset Management, Variance Analysis, Internal Audit, Loan Servicing, Financial Modeling, Credit Risk, Sarbanes-Oxley Act
Education
Drexel University - LeBow College of Business 1997 — 2004
MBA, Structured Finance
Case Western Reserve University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Weatherhead School of Management at Case Western Reserve University 1987 — 1991
B.S., Accounting
St. Ignatius High School 1983 — 1987
St.Richards
St. Brendan
H&R Block December 2014 - Present
JJN Mortgage Consulting LLC March 2014 - Present
Independent Contractor January 2014 - January 2014
Burns Search June 2013 - July 2013
Hilltop Advisors November 2012 - January 2013
BSI Financial Services December 2008 - November 2010
Thornburg Mortgage July 2008 - November 2008
Popular Financial Holdings 2006 - 2007
Bearing Point 2005 - 2006
Ameriquest Mortgage 2004 - 2005
Skills
Accounting, Mortgage, Loans, Mortgage Lending, Financial Analysis, Risk Management, Banking, Mortgage Banking, Forecasting, Process Improvement, Mergers, Financial Reporting, Real Estate, Due Diligence, Portfolio Management, Management, Cash Management, Mortgage Servicing, Mergers & Acquisitions, Budgets, Strategic Planning, Financial Services, Valuation, Loss Mitigation, Treasury Management, Strategic Financial..., Investments, Training, Start-ups, Finance, Auditing, Financial Risk, Change Management, Program Management, Account Reconciliation, Business Strategy, Asset Management, Variance Analysis, Internal Audit, Loan Servicing, Financial Modeling, Credit Risk, Sarbanes-Oxley Act
Education
Drexel University - LeBow College of Business 1997 — 2004
MBA, Structured Finance
Case Western Reserve University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Weatherhead School of Management at Case Western Reserve University 1987 — 1991
B.S., Accounting
St. Ignatius High School 1983 — 1987
St.Richards
St. Brendan
Yuliya Lynch Yuliya Lynch's Hilltop Advisors Experience February 2012 - January 2013
Job Poverty Reduction Through Economic Stimuli
Industry International Trade and Development
Experience
Merrick Bank April 2013 - Present
Family-to-Family September 2012 - January 2013
Hilltop Advisors February 2012 - January 2013
Gallatin Global Fellowship in Human Rights June 2011 - September 2011
United Nations January 2011 - May 2011
Express Employment Professionals/Penn Estates Property Owners Association July 2009 - December 2009
Skills
Qualitative Research, Research, Data Analysis, Government, Spanish, Human Rights, Policy, Project Planning, Project Management, Teaching, International Relations, SQL, Legal Research, Legal Writing, Leadership, Social Media, Strategic Planning, Microfinance, Budgets, Non-profits, Microsoft Office, Business Strategy, Management, Nonprofits, Strategy, Analysis, Finance, Financial Analysis, Program Management, PowerPoint, Organizational..., Management Consulting, Consulting, Entrepreneurship, Training, Editing, Leadership Development, Proposal Writing, Fundraising, Market Research, Policy Analysis
Education
New York University 2010 — 2013
Master of Arts in International and Development Business, Microfinance
New York University Gallatin School of Individualized Study 2010 — 2013
Master's Degree, Microfinance
East Stroudsburg University of Pennsylvania 2008 — 2010
Bachelor of Arts in Economics, International Economics, 3.9
East Stroudsburg University of Pennsylvania 2008 — 2010
Bachelor of Science in Business Management, Accounting, 3.9
Perm State University (PSU) 2005 — 2010
Master of Science in Economics, Economic Theory
Merrick Bank April 2013 - Present
Family-to-Family September 2012 - January 2013
Hilltop Advisors February 2012 - January 2013
Gallatin Global Fellowship in Human Rights June 2011 - September 2011
United Nations January 2011 - May 2011
Express Employment Professionals/Penn Estates Property Owners Association July 2009 - December 2009
Skills
Qualitative Research, Research, Data Analysis, Government, Spanish, Human Rights, Policy, Project Planning, Project Management, Teaching, International Relations, SQL, Legal Research, Legal Writing, Leadership, Social Media, Strategic Planning, Microfinance, Budgets, Non-profits, Microsoft Office, Business Strategy, Management, Nonprofits, Strategy, Analysis, Finance, Financial Analysis, Program Management, PowerPoint, Organizational..., Management Consulting, Consulting, Entrepreneurship, Training, Editing, Leadership Development, Proposal Writing, Fundraising, Market Research, Policy Analysis
Education
New York University 2010 — 2013
Master of Arts in International and Development Business, Microfinance
New York University Gallatin School of Individualized Study 2010 — 2013
Master's Degree, Microfinance
East Stroudsburg University of Pennsylvania 2008 — 2010
Bachelor of Arts in Economics, International Economics, 3.9
East Stroudsburg University of Pennsylvania 2008 — 2010
Bachelor of Science in Business Management, Accounting, 3.9
Perm State University (PSU) 2005 — 2010
Master of Science in Economics, Economic Theory
Andrew Ashe Andrew Ashe's Hilltop Advisors Experience August 2011 - October 2012
Job MI Underwriter Genworth Mortgage
Industry Banking
Experience
Genworth US Mortgage Insurance May 2015 - Present
RRMS Advisors, LLC July 2013 - Present
Hilltop Advisors August 2011 - October 2012
PHH Mortgage December 2010 - April 2011
TFR Global July 2009 - January 2011
Mela Capital Group 2011 - 2011
Hilltop Advisors 2011 - 2011
Allied Home Mortgage Capital Corporation 2003 - 2005
United States Marine Corps July 1990 - December 1993
Skills
Credit, Underwriting, Loans, Mortgage, Due Diligence, Auditing, Loss Mitigation, Compliance, Loan Servicing, Mortgage Lending, Mortgage Banking, Financial Analysis, Loan Origination, Banking, FHA, Mortgage Servicing, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Risk Management, Credit Risk, Process Improvement, Portfolio Management, Financial Services, Finance, Fraud, Executive Management, Refinance, Funding, Asset Management, Consumer Lending, Internal Audit, Commercial Lending, Retail Banking, Capital Markets, Cash Flow, Operational Risk
Education
American InterContinental University 2008 — 2009
None, Business Management
University District of Columbia 1991 — 1994
bs, Business Management
George Mason University
Genworth US Mortgage Insurance May 2015 - Present
RRMS Advisors, LLC July 2013 - Present
Hilltop Advisors August 2011 - October 2012
PHH Mortgage December 2010 - April 2011
TFR Global July 2009 - January 2011
Mela Capital Group 2011 - 2011
Hilltop Advisors 2011 - 2011
Allied Home Mortgage Capital Corporation 2003 - 2005
United States Marine Corps July 1990 - December 1993
Skills
Credit, Underwriting, Loans, Mortgage, Due Diligence, Auditing, Loss Mitigation, Compliance, Loan Servicing, Mortgage Lending, Mortgage Banking, Financial Analysis, Loan Origination, Banking, FHA, Mortgage Servicing, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Risk Management, Credit Risk, Process Improvement, Portfolio Management, Financial Services, Finance, Fraud, Executive Management, Refinance, Funding, Asset Management, Consumer Lending, Internal Audit, Commercial Lending, Retail Banking, Capital Markets, Cash Flow, Operational Risk
Education
American InterContinental University 2008 — 2009
None, Business Management
University District of Columbia 1991 — 1994
bs, Business Management
George Mason University
Elizabeth Taylor, CFP®, ADPA's Hilltop Advisors Experience August 2009 - April 2011
Job Senior Analyst, Brighton Jones
Industry Financial Services
Experience
Asti Financial Management, LLC November 2014 - Present
Brighton Jones May 2011 - October 2014
Financial Planning Association Pro Bono Committee February 2011 - December 2012
Hilltop Advisors August 2009 - April 2011
Skills
Strategic Financial..., Wealth Management, Investments, Asset Managment, Portfolio Management
Education
College for Financial Planning 2012 — 2012
Accredited Domestic Partnership Advisor, Domestic partner financial planning
San Francisco State University Extended Learning 2011 — 2011
Executive Certificate in Financial Planning
San Francisco State University, College of Business 2008 — 2010
Bachelor of Science, Finance
Asti Financial Management, LLC November 2014 - Present
Brighton Jones May 2011 - October 2014
Financial Planning Association Pro Bono Committee February 2011 - December 2012
Hilltop Advisors August 2009 - April 2011
Skills
Strategic Financial..., Wealth Management, Investments, Asset Managment, Portfolio Management
Education
College for Financial Planning 2012 — 2012
Accredited Domestic Partnership Advisor, Domestic partner financial planning
San Francisco State University Extended Learning 2011 — 2011
Executive Certificate in Financial Planning
San Francisco State University, College of Business 2008 — 2010
Bachelor of Science, Finance
Nancy Huynh Nancy Huynh's Hilltop Advisors Experience September 2007 - October 2007
Job Education Analyst at UCSF
Industry Education Management
Experience
UCSF- Pediatric Residency Program September 2014 - Present
UCSF September 2013 - Present
UCSF October 2007 - September 2014
Hilltop Advisors September 2007 - October 2007
UCSF October 2006 - January 2007
UCSF May 2004 - September 2004
Skills
Microsoft Office, Qualtrics, Social Media, PowerPoint, Time Management, Program Coordination
Education
San Francisco State University
Bachelor's Degree, Business Administration and Management, General
UCSF- Pediatric Residency Program September 2014 - Present
UCSF September 2013 - Present
UCSF October 2007 - September 2014
Hilltop Advisors September 2007 - October 2007
UCSF October 2006 - January 2007
UCSF May 2004 - September 2004
Skills
Microsoft Office, Qualtrics, Social Media, PowerPoint, Time Management, Program Coordination
Education
San Francisco State University
Bachelor's Degree, Business Administration and Management, General
Kerry Ann Haynes Kerry Ann Haynes's Hilltop Advisors Experience January 2012 - January 2013
Job Loan Portfolio Supervisor at Georgia Department of Community Affairs
Industry Management Consulting
Experience
Georgia Department of Community Affairs January 2014 - Present
KTH Holdings February 2011 - Present
Dallas Based Mortgage Banker April 2013 - July 2013
Hilltop Advisors January 2012 - January 2013
PMSI Consulting March 2011 - November 2011
ServiceLink LoanCare Servicing August 2006 - February 2011
City Bank / Central Pacific Bank September 2003 - May 2005
Skills
Mortgage Servicing, Foreclosures, Bankruptcy, Claim, LPS Desktop, Finance, Credit, Loans, Loan Servicing, Mortgage Lending, Default, Due Diligence, Underwriting, Compliance, Analysis, Residential Mortgages, Loss Mitigation, Training, Executive Management, Management, Auditing, Banking
Education
Suffolk County Community College
Associates Degree, Business Administration and Management, General
Georgia Department of Community Affairs January 2014 - Present
KTH Holdings February 2011 - Present
Dallas Based Mortgage Banker April 2013 - July 2013
Hilltop Advisors January 2012 - January 2013
PMSI Consulting March 2011 - November 2011
ServiceLink LoanCare Servicing August 2006 - February 2011
City Bank / Central Pacific Bank September 2003 - May 2005
Skills
Mortgage Servicing, Foreclosures, Bankruptcy, Claim, LPS Desktop, Finance, Credit, Loans, Loan Servicing, Mortgage Lending, Default, Due Diligence, Underwriting, Compliance, Analysis, Residential Mortgages, Loss Mitigation, Training, Executive Management, Management, Auditing, Banking
Education
Suffolk County Community College
Associates Degree, Business Administration and Management, General
Brian J. Sammons Brian J. Sammons's Hilltop Advisors Experience 2011 - February 2013
Job Executive Accounting & Finance Leader
Industry Banking
Experience
QuietStream Financial June 2014 - April 2015
SN Servicing Corporation 2013 - 2014
Hilltop Advisors 2011 - February 2013
Wachovia, A Wells Fargo Company January 2002 - 2010
Deloitte & Touche LLP July 1998 - December 2001
Skills
Budgeting, Financial Forecasting, Revenue Forecasting, Underwriting, Portfolio Management, Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Commercial Real Estate, Process Improvement, Microsoft Office..., Investor Reporting, Sarbanes-Oxley Act, Internal Controls, Compliance Testing, Auditing, Credit, Mortgage Lending, Loans, Loan Servicing, Financial Services, Executive Management, Mortgage Servicing, Banking, Budgets, Loss Mitigation, Real Estate, Mortgage Banking, Financial Risk, Finance, Management
Education
University of Cincinnati 1994 — 1998
Bachelor of Business Administration, Double Major -Accounting and Finance
Grandview Heights
Grandview Heights
Grandview Heights
Grandview Heights
QuietStream Financial June 2014 - April 2015
SN Servicing Corporation 2013 - 2014
Hilltop Advisors 2011 - February 2013
Wachovia, A Wells Fargo Company January 2002 - 2010
Deloitte & Touche LLP July 1998 - December 2001
Skills
Budgeting, Financial Forecasting, Revenue Forecasting, Underwriting, Portfolio Management, Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Commercial Real Estate, Process Improvement, Microsoft Office..., Investor Reporting, Sarbanes-Oxley Act, Internal Controls, Compliance Testing, Auditing, Credit, Mortgage Lending, Loans, Loan Servicing, Financial Services, Executive Management, Mortgage Servicing, Banking, Budgets, Loss Mitigation, Real Estate, Mortgage Banking, Financial Risk, Finance, Management
Education
University of Cincinnati 1994 — 1998
Bachelor of Business Administration, Double Major -Accounting and Finance
Grandview Heights
Grandview Heights
Grandview Heights
Grandview Heights
Mara Schleck Mara Schleck's Hilltop Advisors Experience June 2011 - June 2012
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC October 2014 - Present
Promontory Financial Group, LLC June 2012 - September 2014
Hilltop Advisors June 2011 - June 2012
National Strategies, Inc. January 2011 - May 2011
Skills
Research, Economics, Financial Modeling, Strategic Planning, Project Management, Financial Analysis, Data Analysis, PowerPoint, Microsoft Excel, Policy, Microsoft Office, Data Management, Banking, Software Documentation, Finance, Process Improvement, Auditing, Access, Government, Training, Risk Management, Analysis
Education
Georgetown University 2008 — 2011
B.A., Economics, Studio Art
University of California, Santa Barbara 2007 — 2008
B.A., Business Economics with an Emphasis in Accounting
Menlo School 2003 — 2007
Promontory Financial Group, LLC October 2014 - Present
Promontory Financial Group, LLC June 2012 - September 2014
Hilltop Advisors June 2011 - June 2012
National Strategies, Inc. January 2011 - May 2011
Skills
Research, Economics, Financial Modeling, Strategic Planning, Project Management, Financial Analysis, Data Analysis, PowerPoint, Microsoft Excel, Policy, Microsoft Office, Data Management, Banking, Software Documentation, Finance, Process Improvement, Auditing, Access, Government, Training, Risk Management, Analysis
Education
Georgetown University 2008 — 2011
B.A., Economics, Studio Art
University of California, Santa Barbara 2007 — 2008
B.A., Business Economics with an Emphasis in Accounting
Menlo School 2003 — 2007
Robert Thornton's Hilltop Advisors Experience September 2011 - January 2013
Job Independent Insurance Advisor
Industry Financial Services
Experience
Hilltop Advisors September 2011 - January 2013
Huron Consulting Group November 2010 - July 2011
Fannie Mae April 2008 - April 2009
Watterson Prime 2003 - 2007
Skills
Mortgage Lending, Underwriting, FHA, Loss Mitigation, QC/Forensic Review, Repurchase, Loans, Banking, Due Diligence, Training, Credit Risk, Residential Mortgages, Loan Servicing, Portfolio Management, Credit Analysis, Mortgage Banking, Financial Services, Risk Management, Retail Banking, Credit, Mortgage Underwriting, Financial Risk, Loan Origination, Leadership, Executive Management, Auditing, Fraud, Mortgage Servicing, Real Estate, Finance, Strategic Planning, Asset Management, Process Improvement, Funding, Asset, Operational Risk..., Financial Analysis, Refinance, Insurance, Retirement, Consumer Lending, Relationship Management, Financial Structuring, Capital Markets, Commercial Mortgages
Education
Pepperdine University
BS, Business
Hilltop Advisors September 2011 - January 2013
Huron Consulting Group November 2010 - July 2011
Fannie Mae April 2008 - April 2009
Watterson Prime 2003 - 2007
Skills
Mortgage Lending, Underwriting, FHA, Loss Mitigation, QC/Forensic Review, Repurchase, Loans, Banking, Due Diligence, Training, Credit Risk, Residential Mortgages, Loan Servicing, Portfolio Management, Credit Analysis, Mortgage Banking, Financial Services, Risk Management, Retail Banking, Credit, Mortgage Underwriting, Financial Risk, Loan Origination, Leadership, Executive Management, Auditing, Fraud, Mortgage Servicing, Real Estate, Finance, Strategic Planning, Asset Management, Process Improvement, Funding, Asset, Operational Risk..., Financial Analysis, Refinance, Insurance, Retirement, Consumer Lending, Relationship Management, Financial Structuring, Capital Markets, Commercial Mortgages
Education
Pepperdine University
BS, Business
Bobby Bennett's Hilltop Advisors Experience July 2011 - January 2013
Job Compliance Manager at Greentree / Ditech Originations
Industry Financial Services
Experience
Greentree / Ditech Originations February 2013 - Present
Hilltop Advisors July 2011 - January 2013
American Home Mortgage Servicing 2008 - 2011
EMC/Bear Stearns November 2005 - February 2008
Saxon Mortgage January 2001 - November 2005
JPMorgan Chase November 1995 - October 2001
Skills
Mortgage Servicing, Mortgage Compliance, Mortgage Consulting, Foreclosures, OCC, Loss Mitigation, Vendor Management, Secondary Mortgage..., Mortgage Analytics, Credit, Mortgage Lending, Mortgage Banking, Mortgage Underwriting
Education
University of Louisiana at Monroe 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Greentree / Ditech Originations February 2013 - Present
Hilltop Advisors July 2011 - January 2013
American Home Mortgage Servicing 2008 - 2011
EMC/Bear Stearns November 2005 - February 2008
Saxon Mortgage January 2001 - November 2005
JPMorgan Chase November 1995 - October 2001
Skills
Mortgage Servicing, Mortgage Compliance, Mortgage Consulting, Foreclosures, OCC, Loss Mitigation, Vendor Management, Secondary Mortgage..., Mortgage Analytics, Credit, Mortgage Lending, Mortgage Banking, Mortgage Underwriting
Education
University of Louisiana at Monroe 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Dale Saunders, Esq.'s Hilltop Advisors Experience August 2011 - February 2013
Job Due Diligence Attorney, RMBS Litigation Specialist
Industry Capital Markets
Experience
Treliant Risk Advisors October 2014 - February 2015
Treliant Risk Advisors 2014 - 2015
Treliant Risk Advisors 2014 - 2015
Treliant Risk Advisors 2014 - 2015
1st 2nd Mortgage Co. of NJ January 2013 - January 2014
Gerson Lehrman Group 2009 - 2014
Coleman Research 2009 - 2014
Hilltop Advisors August 2011 - February 2013
SunTrust Mortgage May 2012 - January 2013
Promontory Financial Group, LLC August 2011 - May 2012
Skills
Mortgage Banking, Compliance, Credit, Due Diligence, Strategic Planning, Negotiation, Affordable Housing, Financial Analysis, Legal Compliance, Loan Servicing, Government Advocacy, Credit Risk, Operational Risk..., Corporate Law, Mortgage Lending, Community Development, Program Management, Capital Markets, Credit Analysis, HAMP, HAFA, Loss Mitigation, Portfolio Management, Financial Risk, Strategy, Policy, Risk Management, Loans, Banking, Loan Origination, Underwriting, Leadership, Finance, Economic Development, Financial Services, Government, Fundraising, Budgets, Relationship Management, Mortgage Servicing, Training, Residential Mortgages, Management, Funding, Process Improvement, Executive Management, Structured Finance, Mergers & Acquisitions, FHA, Analysis
Education
The Johns Hopkins University 1970 — 1974
BA
Northeastern University School of Law 1974 — 1977
JD
Mortgage Bankers Association of America 1995 — 2015
Continuing Professional Studies
Treliant Risk Advisors October 2014 - February 2015
Treliant Risk Advisors 2014 - 2015
Treliant Risk Advisors 2014 - 2015
Treliant Risk Advisors 2014 - 2015
1st 2nd Mortgage Co. of NJ January 2013 - January 2014
Gerson Lehrman Group 2009 - 2014
Coleman Research 2009 - 2014
Hilltop Advisors August 2011 - February 2013
SunTrust Mortgage May 2012 - January 2013
Promontory Financial Group, LLC August 2011 - May 2012
Skills
Mortgage Banking, Compliance, Credit, Due Diligence, Strategic Planning, Negotiation, Affordable Housing, Financial Analysis, Legal Compliance, Loan Servicing, Government Advocacy, Credit Risk, Operational Risk..., Corporate Law, Mortgage Lending, Community Development, Program Management, Capital Markets, Credit Analysis, HAMP, HAFA, Loss Mitigation, Portfolio Management, Financial Risk, Strategy, Policy, Risk Management, Loans, Banking, Loan Origination, Underwriting, Leadership, Finance, Economic Development, Financial Services, Government, Fundraising, Budgets, Relationship Management, Mortgage Servicing, Training, Residential Mortgages, Management, Funding, Process Improvement, Executive Management, Structured Finance, Mergers & Acquisitions, FHA, Analysis
Education
The Johns Hopkins University 1970 — 1974
BA
Northeastern University School of Law 1974 — 1977
JD
Mortgage Bankers Association of America 1995 — 2015
Continuing Professional Studies
Dennis Fernandez's Hilltop Advisors Experience November 2012 - January 2013
Job Mortgage Servicing Professional
Industry Financial Services
Experience
Vision IT February 2013 - November 2013
Hilltop Advisors November 2012 - January 2013
Bank of America November 2011 - August 2012
Fannie Mae March 2009 - September 2011
Morgan Stanley/ Saxon April 2008 - February 2009
American Home Mortgage March 2004 - April 2008
Associates 1998 - 2000
Skills
Mortgage Default..., Loss Mitigations, Bankruptcy, Foreclosures, HAMP/HAFA, Bi-lingual, Managed Call Center..., Managed Sailors and..., FHA Partial Claims, Net Present Value..., MHA, Portfolio Management, Managed Fannie Mae Loans, Short Sales, DIL, Loan Modifications, Call Monitoring, Predictive Dialers, Policies Execution, Underwriting, Business Analyst..., Policies and Procedures, Loans, Mortgage Lending, Multilingual, Loss Mitigation, Loan Origination, Access, Credit, Mortgage Servicing, Process Improvement, Loan Servicing, Default, Finance, Quality Assurance, FHA, Mortgage Underwriting, Visio, Vendor Management, Mortgage Banking, Analysis, Training, Residential Mortgages, Credit Analysis, Leadership, Risk Management, Banking, Financial Services, Management, Call Centers
Education
University of North Texas 1998 — 1999
Certified Paralegal, Paralegal
Monroe College 1992 — 1994
BS, Business Management
Vision IT February 2013 - November 2013
Hilltop Advisors November 2012 - January 2013
Bank of America November 2011 - August 2012
Fannie Mae March 2009 - September 2011
Morgan Stanley/ Saxon April 2008 - February 2009
American Home Mortgage March 2004 - April 2008
Associates 1998 - 2000
Skills
Mortgage Default..., Loss Mitigations, Bankruptcy, Foreclosures, HAMP/HAFA, Bi-lingual, Managed Call Center..., Managed Sailors and..., FHA Partial Claims, Net Present Value..., MHA, Portfolio Management, Managed Fannie Mae Loans, Short Sales, DIL, Loan Modifications, Call Monitoring, Predictive Dialers, Policies Execution, Underwriting, Business Analyst..., Policies and Procedures, Loans, Mortgage Lending, Multilingual, Loss Mitigation, Loan Origination, Access, Credit, Mortgage Servicing, Process Improvement, Loan Servicing, Default, Finance, Quality Assurance, FHA, Mortgage Underwriting, Visio, Vendor Management, Mortgage Banking, Analysis, Training, Residential Mortgages, Credit Analysis, Leadership, Risk Management, Banking, Financial Services, Management, Call Centers
Education
University of North Texas 1998 — 1999
Certified Paralegal, Paralegal
Monroe College 1992 — 1994
BS, Business Management
Ellen Rauch's Hilltop Advisors Experience October 2012 - September 2013
Job Auditor at Experis
Industry Financial Services
Experience
Experis November 2013 - Present
Hilltop Advisors October 2012 - September 2013
WestStar Mortgage, Inc. July 2012 - November 2012
Concentrance Consulting Group December 2007 - March 2012
Franklin American Mortgage Company May 2003 - September 2007
First Nationwide Mortgage January 2001 - June 2003
PNC Mortgage April 1994 - December 2000
Sears Mortgage March 1993 - April 1994
Meridian Bank December 1990 - February 1992
Farmington Savings Bank September 1989 - November 1990
Skills
Underwriting, Quality Control, Mortgage Lending, Loans, Loan Origination, Credit, Banking, Mortgage Underwriting, Due Diligence, Credit Analysis, Process Improvement, Fraud, Securitization, Financial Services
Education
Rochester Institute of Technology
MBA, Marketing
State University of New York College at Geneseo 1968 — 1972
BA, Psychology
Experis November 2013 - Present
Hilltop Advisors October 2012 - September 2013
WestStar Mortgage, Inc. July 2012 - November 2012
Concentrance Consulting Group December 2007 - March 2012
Franklin American Mortgage Company May 2003 - September 2007
First Nationwide Mortgage January 2001 - June 2003
PNC Mortgage April 1994 - December 2000
Sears Mortgage March 1993 - April 1994
Meridian Bank December 1990 - February 1992
Farmington Savings Bank September 1989 - November 1990
Skills
Underwriting, Quality Control, Mortgage Lending, Loans, Loan Origination, Credit, Banking, Mortgage Underwriting, Due Diligence, Credit Analysis, Process Improvement, Fraud, Securitization, Financial Services
Education
Rochester Institute of Technology
MBA, Marketing
State University of New York College at Geneseo 1968 — 1972
BA, Psychology
Cary Racz's Hilltop Advisors Experience 2010 - 2010
Job VP Sr. Manager Regulatory Compliance at HSBC
Industry Financial Services
Experience
HSBC July 2014 - Present
Promontory Financial Group, LLC April 2011 - July 2014
ServiceLink, part of the Fidelity National Financial Family March 2008 - December 2010
Hilltop Advisors 2010 - 2010
Webster Bank September 2005 - February 2008
Bank of America Mortgage September 1989 - April 2004
Skills
Management, Mortgage Lending, Loss Mitigation, CRM, Leadership, Mortgage Servicing, Mortgage Banking, Banking, Loan Servicing, Credit, Executive Management, Credit Analysis, Risk Management, Underwriting, Credit Risk, Loans, Loan Origination, Real Estate, Asset Management, Portfolio Management, Financial Analysis, Finance, Due Diligence, Financial Risk, Call Centers, Financial Services, Foreclosures, FHA, Default, USDA, Analysis
Education
State University of New York College at Buffalo 1982 — 1986
Bachelors, Business, Economics
HSBC July 2014 - Present
Promontory Financial Group, LLC April 2011 - July 2014
ServiceLink, part of the Fidelity National Financial Family March 2008 - December 2010
Hilltop Advisors 2010 - 2010
Webster Bank September 2005 - February 2008
Bank of America Mortgage September 1989 - April 2004
Skills
Management, Mortgage Lending, Loss Mitigation, CRM, Leadership, Mortgage Servicing, Mortgage Banking, Banking, Loan Servicing, Credit, Executive Management, Credit Analysis, Risk Management, Underwriting, Credit Risk, Loans, Loan Origination, Real Estate, Asset Management, Portfolio Management, Financial Analysis, Finance, Due Diligence, Financial Risk, Call Centers, Financial Services, Foreclosures, FHA, Default, USDA, Analysis
Education
State University of New York College at Buffalo 1982 — 1986
Bachelors, Business, Economics
Paula Welsh-Howard's Hilltop Advisors Experience December 2012 - January 2013
Job Loan Analyst at Stewart Title
Industry Financial Services
Experience
Stewart Title November 2013 - Present
Aerotek May 2013 - Present
Hilltop Advisors December 2012 - January 2013
Allonhill July 2011 - May 2012
Aurora Loan Services December 2007 - October 2010
Skills
Due Diligence, Loss Mitigation, Compliance, Bankruptcy, Customer Insight, Writing, Creative Writing, Analytics, Financial Analysis, Financial Risk, Mortgage Lending, Investments, Banking, Data Analysis, Loans, Credit, Loan Servicing, Mortgage Banking, Asset Managment, Credit Risk, Underwriting, Portfolio Management, Foreclosures, Analysis, Credit Analysis, Risk Management, Finance, Refinance
Education
Denver Paralegal Institute
paralegal certificate, All types of law
University of Colorado at Boulder
Bachelor of Arts (B.A.), English Language and Literature/Letters
Stewart Title November 2013 - Present
Aerotek May 2013 - Present
Hilltop Advisors December 2012 - January 2013
Allonhill July 2011 - May 2012
Aurora Loan Services December 2007 - October 2010
Skills
Due Diligence, Loss Mitigation, Compliance, Bankruptcy, Customer Insight, Writing, Creative Writing, Analytics, Financial Analysis, Financial Risk, Mortgage Lending, Investments, Banking, Data Analysis, Loans, Credit, Loan Servicing, Mortgage Banking, Asset Managment, Credit Risk, Underwriting, Portfolio Management, Foreclosures, Analysis, Credit Analysis, Risk Management, Finance, Refinance
Education
Denver Paralegal Institute
paralegal certificate, All types of law
University of Colorado at Boulder
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lauren Pongallo's Hilltop Advisors Experience May 2007 - August 2011
Job Research and Marketing Associate at The Hilltop Companies
Industry Financial Services
Experience
The Hilltop Companies March 2013 - Present
Patriot Computers September 2011 - February 2012
Hilltop Advisors May 2007 - August 2011
Meany & Oliver Companies, Inc. April 2010 - August 2010
National League of Junior Cotillions September 2002 - June 2007
Skills
MS Office Suite, Administration, Healthcare, Quickbooks, Government Contracts, Computer Literate, Bilingual-Spanish, Research, Market Research, Data Analysis, Database Administration, Customer Relations, Customer Service, Report Writing, Writing, Teamwork, Time Management, Public Speaking, Inventory Management, TRICARE, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Management, Program Management, Social Media
Education
George Mason University 2009 — 2012
Bachelors of Science, Health Administration and Policy, Magna Cum Laude
James Madison University 2007 — 2009
Bachelors of Science, Health Administration and Policy
Yorktown High School 2003 — 2007
Advanced
The Hilltop Companies March 2013 - Present
Patriot Computers September 2011 - February 2012
Hilltop Advisors May 2007 - August 2011
Meany & Oliver Companies, Inc. April 2010 - August 2010
National League of Junior Cotillions September 2002 - June 2007
Skills
MS Office Suite, Administration, Healthcare, Quickbooks, Government Contracts, Computer Literate, Bilingual-Spanish, Research, Market Research, Data Analysis, Database Administration, Customer Relations, Customer Service, Report Writing, Writing, Teamwork, Time Management, Public Speaking, Inventory Management, TRICARE, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Management, Program Management, Social Media
Education
George Mason University 2009 — 2012
Bachelors of Science, Health Administration and Policy, Magna Cum Laude
James Madison University 2007 — 2009
Bachelors of Science, Health Administration and Policy
Yorktown High School 2003 — 2007
Advanced
Tian-Hao Wang's Hilltop Advisors Experience December 2012 - January 2013
Job Business Systems Analyst at CACI International Inc
Industry Financial Services
Experience
CACI International Inc March 2013 - Present
Promontory Financial Group, LLC December 2012 - January 2013
Hilltop Advisors December 2012 - January 2013
Unity Accounting June 2010 - July 2010
Skills
Financial Statements, Loans, Small Business, Finance, Microsoft Excel
Education
James Madison University - College of Business 2008 — 2012
CACI International Inc March 2013 - Present
Promontory Financial Group, LLC December 2012 - January 2013
Hilltop Advisors December 2012 - January 2013
Unity Accounting June 2010 - July 2010
Skills
Financial Statements, Loans, Small Business, Finance, Microsoft Excel
Education
James Madison University - College of Business 2008 — 2012