Matrix Financial Services
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Matrix Financial Services Employees
Self Employed Independent Contractor October 2012 - Present
Tiffany & Bosco, P.A. August 2007 - October 2012
First National Bank of Arizona 2006 - 2007
Matrix Financial Services 1998 - 2006
US Bancorp Mortgage Company 1988 - 1995
Skills
Mortgage Servicing, Default, Portfolio Management, Bankruptcy, Financial Services, Mortgage Banking, Foreclosures, Loss Mitigation, REO, Microsoft Excel, Microsoft Word, Nonprofits, Loans, Residential Mortgages, Loan Servicing, Real Estate, Banking, Executive Management, Legal Documents, Document Review
Education
Oregon State University 1980 — 1985
BS, Marketing Merchandising
JPMorgan Chase April 2009 - Present
3t Systems December 2006 - December 2008
Axis Mortgage 2003 - 2006
Matrix Financial Services 1999 - 2003
Renal Care Group 1993 - 1999
Skills
Software Documentation, Software Implementation, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis, Business Process, Business Process..., Analysis, Process Improvement, Microsoft SQL Server, Vendor Management, Management, SQL, Integration, SharePoint, SaaS, CRM, Business Intelligence, Risk Management, Team Leadership, Troubleshooting, System Administration, Leadership, Data Analysis, Software Project..., Training, Visual Basic, IT Strategy, IT Management, Databases, Visio, Enterprise Architecture, Disaster Recovery, Software Development, T-SQL, PMP, Oracle
Education
Gateway Community College
Computer Courses
Latimer Bohling Company April 2002 - December 2008
Matrix Financial Services January 2001 - March 2002
Temp Agencies January 2000 - January 2001
Duke Energy Field Services September 1986 - November 1999
Education
Front Range Community College 1982 — 2000
Homeowners Financial Group USA, LLC January 2015 - Present
National Residential Mortgage, A Heartland Financial USA Company January 2013 - January 2015
Ryland Homes December 2011 - January 2013
Colorado Housing and Finance Authority May 2008 - December 2009
Aurora Loan Services, A Lehman Brothers Company October 2005 - May 2008
1st National Bank of Arizona June 2000 - October 2005
Matrix Financial Services June 1996 - September 2000
Skills
Financial Analysis, Leadership, Budgets, Loan Origination, Mortgage Lending, Sales, Process Improvement, Project Management, Due Diligence, Cross-functional Team..., Business Development, Management, Risk Management, FHA, Strategy, Mortgage Underwriting, Contract Negotiation, Team Management, Portfolio Management, Mortgage Banking, Recruiting, Credit, Business Process, Customer Service, Investment Properties, Underwriting, Credit Analysis, Relationship Management, Real Estate, Teamwork, Operations Management, Refinance, Mortgage Servicing, Loan Servicing, Financial Services, Residential Mortgages, Executive Management, Team Building, Banking, Loans, USDA, Finance
Education
Gateway Community College 1991 — 1993
Business
On Q Financial SVP - Product Development ManagerFirst National Bank of Arizona2004 - 2008
Matrix Financial 1996 - 2003
Matrix Financial Services 1996 - 2003
Skills
Mortgage Lending, Banking, Loan Origination, Loss Mitigation, Loans, FHA, Residential Mortgages, Loan Servicing, Credit Risk, Secondary Market, Refinance, Mortgage Banking, Credit, Underwriting, Financial Analysis, Investment Properties, Credit Analysis, Finance, Portfolio Management, Real Estate, Mortgage Servicing
Education
Arizona State University
Green Tree Servicing May 2012 - Present
Marix Servicing, LLC April 2009 - May 2012
Tiffany & Bosco, P.A. October 2008 - April 2009
Indymac Bank October 2004 - September 2008
Matrix Financial Services March 1998 - October 2004
Wells Fargo Home Mortgage (fka Norwest Mortgage) January 1997 - March 1998
Wells Fargo Home Mortgage (fka Norwest Funding) 1991 - 1996
Skills
Sarbanes-Oxley Act, Analysis, Foreclosures, Bank Reconciliation, Portfolio Management, Banking, Mortgage Servicing, Underwriting, Credit, Business Analysis, Loan Servicing, Mortgage Lending, Accounting, Financial Analysis, Treasury, Customer Service, Auditing, Financial Reporting, Loans, Microsoft Excel, Finance, Mortgage Banking, Investor Reporting, Real Estate, Default, Credit Analysis, Due Diligence, Loan Origination, Process Improvement, Risk Management
Education
Luther College 1980 — 1984
BA, Economics & Political Science
CDW August 2014 - Present
Swiftpage April 2013 - August 2013
Swiftpage December 2012 - April 2013
Insight Company May 2008 - June 2012
Direct Alliance Corp July 2000 - May 2008
Matrix Financial Services August 1999 - July 2000
Wells Fargo Home Mortgage January 1996 - August 1999
Skills
Direct Sales, Selling
Education
University of Illinois Springfield 1994 — 1997
Master of Art, Political Science, 3.82/4.0
University of Missouri-Columbia 1988 — 1992
Bachelor of Art, Political Science
Security Mortgage Funding Corp September 2012 - Present
Bear Stearns Residential Mortgage October 2006 - May 2007
Washington Mutual Loan Fulfillment Center 2002 - 2006
Matrix Financial Services. October 1998 - August 2002
First Alliance Mortgage February 1997 - October 1998
Pacific Shore Funding January 1993 - January 1997
Skills
First Time Home Buyers, Short Sales, Foreclosures, REO, Investment Properties, Sellers, Single Family Homes, Condos, Investors, Relocation, Buyer Representation, New Home Sales, Real Estate, Listings, Residential Homes, Referrals, Real Estate Transactions
Education
California State University-Fullerton 1987 — 1992
BA, Real Estate Finance
U-Haul International, Inc. October 1998 - Present
Matrix Financial Services May 1997 - October 1998
Center for Solid State Electronics Research 1996 - 1997
Breault Research Organization (BRO) 1994 - 1995
Air Force 1991 - 1993
Skills
Microsoft Office, Customer Service, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Management, PowerPoint, HTML, Project Management, Windows, Team Leadership, SSRS, SSIS, C#, .NET, SDLC, Feasibility Studies, Quality Assurance, T-SQL, Server Administration
Education
Arizona State University - W. P. Carey School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Computer Science
University of Arizona 1993 — 1995
Bachelor’s Degree, Business Administration and Management, General
Glendale High School 1986 — 1990
High School
Contractor Management Services January 2011 - Present
Envision Capital Management October 2009 - March 2011
Electric Couture February 2008 - May 2009
Rosewood Ranch 2002 - 2007
Arizona Medical Imaging December 1999 - September 2002
Matrix Financial Services April 1997 - December 1999
Pilgrim America Group September 1995 - April 1997
Express America Mortgage October 1989 - September 1995
Skills
Accounting, Banking, Financial Analysis, Management, Payroll, Process Improvement, Team Building, Account Reconciliation, General Ledger, Analysis, Budgets, Internal Audit, Accounts Payable, Financial Reporting, Business Analysis, Finance, Accounts Receivable, Financial Statements, Microsoft Excel, Internal Controls, Financial Accounting, Due Diligence, Strategic Planning, Variance Analysis, Cash Flow, Financial Audits
Education
Nassau Community College
Accounting
IntelliSource/ElectroRent October 2011 - Present
IntelliSource/Agilent Technologies June 2006 - October 2011
Fidelity First Mortgage-Wholesale Mortgages August 2005 - April 2006
Centrix Financial August 2004 - August 2005
Wells Fargo Home Mortgage February 2003 - July 2004
Veteran Home Loans (VHL) August 2002 - February 2003
Matrix Financial Services June 2001 - August 2002
VECO Engineering 2000 - 2001
Skills
Recruiting, Credit, Accounting, Microsoft Excel, Mortgage Underwriting, Automated Underwriting..., LOAN PROCESSING, Loan Auditing, Customer Service, Loans
Education
Community College of Aurora 2008 — 2011
Computerized Accounting Certificate, Accounting
Metropolitan State College of Denver 1999 — 2001
BA of History, History Major & Anthropology Minor
University of Northern Colorado 1997 — 1999
HISTORY MAJOR/TEACHING CANDIDATE