Monument Bank, PA
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Monument Bank, PA Employees
Employee
Years
Job
Industry
Joseph V. Scorese Joseph V. Scorese's Monument Bank, PA Experience November 2014 - June 2015
Job Your Mortgage Lending Specialist
Industry Banking
Experience
M&T Bank June 2015 - Present
Monument Bank, PA November 2014 - June 2015
National Penn February 2014 - November 2014
Continental Bank May 2012 - February 2014
Skills
FHA, FHA financing, SBA, SBA 504, USDA, USDA Rural Housing, USDA Rural, FNMA, CMBS, Bridge Loans, Bridge Financing, Bridge Rehabilitation, Renovation, Rehabbing, Construction, Construction Loans, Loans, VA loans, Government Loans, Home Equity Loans, Business Loans, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, Second Mortgages, Fixed Rate Mortgages, Energy Efficient..., Jumbo Mortgage, Super Jumbo, Jumbos, Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Experience, Customer Oriented, Customer Engagement, Long-term Customer..., Accountability, Integrity, Buyers, Sellers, Open Houses, New Home Sales, New Homes, New Home Construction, New Home Purchase, New Home Building, New Custom Homes, First Time Home Sellers
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
Bachelor's degree, Accounting, 3.5
Union County College 1987 — 1989
Associate's degree, Business Administration and Management, General, 3.5
M&T Bank June 2015 - Present
Monument Bank, PA November 2014 - June 2015
National Penn February 2014 - November 2014
Continental Bank May 2012 - February 2014
Skills
FHA, FHA financing, SBA, SBA 504, USDA, USDA Rural Housing, USDA Rural, FNMA, CMBS, Bridge Loans, Bridge Financing, Bridge Rehabilitation, Renovation, Rehabbing, Construction, Construction Loans, Loans, VA loans, Government Loans, Home Equity Loans, Business Loans, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, Second Mortgages, Fixed Rate Mortgages, Energy Efficient..., Jumbo Mortgage, Super Jumbo, Jumbos, Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Experience, Customer Oriented, Customer Engagement, Long-term Customer..., Accountability, Integrity, Buyers, Sellers, Open Houses, New Home Sales, New Homes, New Home Construction, New Home Purchase, New Home Building, New Custom Homes, First Time Home Sellers
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
Bachelor's degree, Accounting, 3.5
Union County College 1987 — 1989
Associate's degree, Business Administration and Management, General, 3.5
Marc Duncan Marc Duncan's Monument Bank, PA Experience January 2014 - July 2015
Job Mortgage Loan Originator NMLS 199661 at Movement Mortgage
Industry Financial Services
Experience
Movement Mortgage, LLC July 2015 - Present
Monument Bank, PA January 2014 - July 2015
Wells Fargo Home Mortgage May 2011 - January 2014
Atlantic Pacific Mortgage Corporation February 2010 - May 2011
Mortgage Mobility July 2007 - February 2010
Next Loan Financial Services July 2004 - July 2007
Trident Mortgage Corporation May 1994 - July 2004
Princeton Mortgage Company May 1993 - July 1994
Bio Pharm Clinical Services May 1992 - May 1993
Skills
Sellers, Mortgage Lending, Loans, Mortgage Banking, FHA, Real Estate, Residential Mortgages, Finance, Underwriting, Mortgage Marketing, Real Estate Transactions, Loan Origination, Refinance, Residential Homes, Mortgage Underwriting, Credit
Education
Mansfield University of Pennsylvania 1987 — 1992
Bachelors, Human Resouce Management
Movement Mortgage, LLC July 2015 - Present
Monument Bank, PA January 2014 - July 2015
Wells Fargo Home Mortgage May 2011 - January 2014
Atlantic Pacific Mortgage Corporation February 2010 - May 2011
Mortgage Mobility July 2007 - February 2010
Next Loan Financial Services July 2004 - July 2007
Trident Mortgage Corporation May 1994 - July 2004
Princeton Mortgage Company May 1993 - July 1994
Bio Pharm Clinical Services May 1992 - May 1993
Skills
Sellers, Mortgage Lending, Loans, Mortgage Banking, FHA, Real Estate, Residential Mortgages, Finance, Underwriting, Mortgage Marketing, Real Estate Transactions, Loan Origination, Refinance, Residential Homes, Mortgage Underwriting, Credit
Education
Mansfield University of Pennsylvania 1987 — 1992
Bachelors, Human Resouce Management
Joseph V. Scorese's Monument Bank, PA Experience November 2014 - June 2015
Job Your Mortgage Lending Specialist
Industry Real Estate
Experience
M&T Bank June 2015 - Present
Monument Bank, PA November 2014 - June 2015
National Penn February 2014 - December 2014
Continental Bank May 2012 - January 2014
Dominate My Social Media December 2011 - December 2012
Wealth Alliance Network December 2010 - December 2012
Wealth Alliance Financial Group December 2008 - December 2012
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Construction, Construction Loans, FNMA, FHA, FHA financing, HUD, SBA, SBA 504, USDA, USDA Rural, USDA Rural Housing, First Time Home Buyers, First Time Home Sellers, Assisting First Time..., Conventional Lending, Property Flipping, Property Management, Real Property, Title Searches, Listing Homes, Multi Family Properties, Mixed-use, Student Housing, Senior Living..., Mobile Homes, RV Parks, Assisted Living, Bridge Loans, Bridge Financing, Building Maintenance, New Home Construction, Retail, Real Estate Advisory..., Commercial Real Estate..., Commercial Real Estate..., Closing Deals, Loan Closings, Certified Mortgage..., Financial Structuring, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Bachelor's degree, Accounting and Finance, 3.25
David Brearley Regional High School
David Brearley Regional High School
M&T Bank June 2015 - Present
Monument Bank, PA November 2014 - June 2015
National Penn February 2014 - December 2014
Continental Bank May 2012 - January 2014
Dominate My Social Media December 2011 - December 2012
Wealth Alliance Network December 2010 - December 2012
Wealth Alliance Financial Group December 2008 - December 2012
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Construction, Construction Loans, FNMA, FHA, FHA financing, HUD, SBA, SBA 504, USDA, USDA Rural, USDA Rural Housing, First Time Home Buyers, First Time Home Sellers, Assisting First Time..., Conventional Lending, Property Flipping, Property Management, Real Property, Title Searches, Listing Homes, Multi Family Properties, Mixed-use, Student Housing, Senior Living..., Mobile Homes, RV Parks, Assisted Living, Bridge Loans, Bridge Financing, Building Maintenance, New Home Construction, Retail, Real Estate Advisory..., Commercial Real Estate..., Commercial Real Estate..., Closing Deals, Loan Closings, Certified Mortgage..., Financial Structuring, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Bachelor's degree, Accounting and Finance, 3.25
David Brearley Regional High School
David Brearley Regional High School
James Esposito James Esposito's Monument Bank, PA Experience January 2012 - Present
Job Loan Officer at Monument Bank
Industry Financial Services
Experience
Monument Bank, PA January 2012 - Present
PrimeLending May 2009 - December 2011
Harbor Mortgage November 1996 - May 2009
Skills
First Time Home Buyers, Investment Properties, REO, Investors, Real Estate, Refinance, Mortgage Lending, Banking, Mortgage Banking, FHA, Residential Mortgages, Loans, Finance, Loan Origination, Commercial Lending
Education
Delaware Valley University 1988 — 1992
Bachelor's degree, Business Administration and Management
Monument Bank, PA January 2012 - Present
PrimeLending May 2009 - December 2011
Harbor Mortgage November 1996 - May 2009
Skills
First Time Home Buyers, Investment Properties, REO, Investors, Real Estate, Refinance, Mortgage Lending, Banking, Mortgage Banking, FHA, Residential Mortgages, Loans, Finance, Loan Origination, Commercial Lending
Education
Delaware Valley University 1988 — 1992
Bachelor's degree, Business Administration and Management
Byron White Byron White's Monument Bank, PA Experience January 2014 - Present
Job Sr. Mortgage Loan Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Amazon November 2014 - Present
Monument Bank, PA January 2014 - Present
Wells Fargo Home Mortgage August 2014 - September 2014
Wells fargo 2014 - 2014
Bank of America August 2008 - May 2009
Sovereign Bank January 2008 - June 2008
JPMorgan Chase October 2006 - May 2007
NVR Mortgage Finance, Inc. April 1998 - July 2005
Commonwealth Federal 1992 - 1994
Unisys 1976 - 1991
Skills
Mortgage Lending, Mortgage, Retail, FHA, VA, Conventional, Refinance, Credit, First Time Home Buyers, Mortgage Industry, Customer Service, Reverse Mortgages, Rates, Investment Properties, Loan Origination, Customer Relations, Mortgage Banking, Real Estate, Banking, Loans, VA loans, USDA, FHA financing, Residential Mortgages, Construction Loans, Mortgage Marketing, VA Loans, Sales, Credit Analysis, Underwriting, Foreclosures, Referrals, Commercial Lending, Residential Homes
Education
Moravian College 1973 — 1977
Bachelors, Economics
Freedom H.S., Moravian College 1970 — 1973
Business/Economics
Amazon November 2014 - Present
Monument Bank, PA January 2014 - Present
Wells Fargo Home Mortgage August 2014 - September 2014
Wells fargo 2014 - 2014
Bank of America August 2008 - May 2009
Sovereign Bank January 2008 - June 2008
JPMorgan Chase October 2006 - May 2007
NVR Mortgage Finance, Inc. April 1998 - July 2005
Commonwealth Federal 1992 - 1994
Unisys 1976 - 1991
Skills
Mortgage Lending, Mortgage, Retail, FHA, VA, Conventional, Refinance, Credit, First Time Home Buyers, Mortgage Industry, Customer Service, Reverse Mortgages, Rates, Investment Properties, Loan Origination, Customer Relations, Mortgage Banking, Real Estate, Banking, Loans, VA loans, USDA, FHA financing, Residential Mortgages, Construction Loans, Mortgage Marketing, VA Loans, Sales, Credit Analysis, Underwriting, Foreclosures, Referrals, Commercial Lending, Residential Homes
Education
Moravian College 1973 — 1977
Bachelors, Economics
Freedom H.S., Moravian College 1970 — 1973
Business/Economics
christina nolte's Monument Bank, PA Experience February 2013 - Present
Job Operations Staff Accontant at Monument Bank, PA
Industry Banking
Experience
Monument Bank, PA February 2013 - Present
Lansdale School of Business April 2011 - Present
Hatboro Federal Saving 1999 - 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service
Education
Lansdale School of Business 2011 — 2013
medical administravtive specialist, medical office
Monument Bank, PA February 2013 - Present
Lansdale School of Business April 2011 - Present
Hatboro Federal Saving 1999 - 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service
Education
Lansdale School of Business 2011 — 2013
medical administravtive specialist, medical office
John H. Dean John H. Dean's Monument Bank, PA Experience September 2012 - February 2014
Job Vice President Commercial Lending at Royal Bank of America
Industry Banking
Experience
Royal Bank America Member FDIC March 2014 - Present
Monument Bank, PA September 2012 - February 2014
Conestoga Bank October 2010 - August 2012
The Bancorp Bank November 2006 - October 2010
Stonebridge Bank 2003 - 2006
Progress Bank 1996 - 2002
Industrial Valley Bank 1978 - 1984
Skills
Commercial Lending, Commercial Banking, Loans, Portfolio Management, Small Business Lending, Credit, Banking, Commercial Mortgages, Loan Origination, Relationship Management, Credit Cards, SBA, Lines Of Credit, Banking Relationships, Treasury Services, Community Banking, Real Estate Lending, Credit Analysis, Cash Management, Cash Flow Lending, Bank Management, Consumer Lending, Asset Based Lending, Underwriting, Mortgage Lending, Leadership
Education
Muhlenberg College 1974 — 1978
BA, Accounting
Wissahickon
Royal Bank America Member FDIC March 2014 - Present
Monument Bank, PA September 2012 - February 2014
Conestoga Bank October 2010 - August 2012
The Bancorp Bank November 2006 - October 2010
Stonebridge Bank 2003 - 2006
Progress Bank 1996 - 2002
Industrial Valley Bank 1978 - 1984
Skills
Commercial Lending, Commercial Banking, Loans, Portfolio Management, Small Business Lending, Credit, Banking, Commercial Mortgages, Loan Origination, Relationship Management, Credit Cards, SBA, Lines Of Credit, Banking Relationships, Treasury Services, Community Banking, Real Estate Lending, Credit Analysis, Cash Management, Cash Flow Lending, Bank Management, Consumer Lending, Asset Based Lending, Underwriting, Mortgage Lending, Leadership
Education
Muhlenberg College 1974 — 1978
BA, Accounting
Wissahickon
Jackie Herman's Monument Bank, PA Experience May 2013 - August 2013
Job Customer Solutions Leadership Development Trainee at Clemens Food Group
Industry Marketing and Advertising
Experience
Clemens Food Group July 2015 - Present
Jackie's Engravings May 2013 - Present
Foundations Financial Partners June 2014 - August 2014
Monument Bank, PA May 2013 - August 2013
The Golden Pheasant Inn June 2010 - August 2013
PH Tool Reference Standards December 2011 - August 2012
Skills
Microsoft Office, Social Networking, Social Media Marketing, Marketing, Blogging, PowerPoint, Online Marketing, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Research, Time Management, Social Media, Teamwork, Leadership, Sales, Advertising, Marketing Communications, Editing, Outlook, Facebook
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, Family Business & Entrepreneurship
Palisades High School 2007 — 2011
Clemens Food Group July 2015 - Present
Jackie's Engravings May 2013 - Present
Foundations Financial Partners June 2014 - August 2014
Monument Bank, PA May 2013 - August 2013
The Golden Pheasant Inn June 2010 - August 2013
PH Tool Reference Standards December 2011 - August 2012
Skills
Microsoft Office, Social Networking, Social Media Marketing, Marketing, Blogging, PowerPoint, Online Marketing, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Research, Time Management, Social Media, Teamwork, Leadership, Sales, Advertising, Marketing Communications, Editing, Outlook, Facebook
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, Family Business & Entrepreneurship
Palisades High School 2007 — 2011
Andrew Schechter Andrew Schechter's Monument Bank, PA Experience May 2014 - August 2014
Job Intern at McKinsey & Company
Industry
Experience
McKinsey & Company June 2015 - Present
Monument Bank, PA May 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Teamwork, Public Speaking, Customer Service, Research, Social Media, Microsoft Excel, Leadership, Spanish, Event Planning, Fundraising, Marketing, Social Networking, Finance
Education
Franklin & Marshall College 2012 — 2016
Bachelor's degree, Business
McKinsey & Company June 2015 - Present
Monument Bank, PA May 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Teamwork, Public Speaking, Customer Service, Research, Social Media, Microsoft Excel, Leadership, Spanish, Event Planning, Fundraising, Marketing, Social Networking, Finance
Education
Franklin & Marshall College 2012 — 2016
Bachelor's degree, Business
Tien Lam (Linked In Open Network) Tien Lam (Linked In Open Network)'s Monument Bank, PA Experience December 2014 - Present
Job Senior Mortgage Loan Officer at RateWinner
Industry Banking
Experience
RateWinner June 2015 - Present
Monument Bank, PA December 2014 - Present
Financial Education Services (FES) June 2014 - Present
Magnum Opus Federal Corporation 2013 - Present
America's Mortgage Institute September 2012 - November 2012
Freedom Mortgage August 2012 - September 2012
Volt Workforce Solutions September 2011 - October 2011
Kelly Services April 2011 - April 2011
Solomon Edwards Group January 2011 - April 2011
T.D. Bank North December 2006 - October 2010
Skills
Payroll Administration, Payroll Taxes, health benefits, Leaves Of Absence, Accounting, Tax Accounting, Data Analysis, Accounts Payable, Health Savings Accounts, Customer Relations, Customer Focus, Calculations, Ad- Hoc Reporting, Problem Solving, Process Improvement, Employee Benefits, Auditing, Database Administration, Data Management, Office Management, Office Administration, Human Resources..., E Time Workforce..., Supervisory Skills, Supervising, Implentation of new..., Cost Reduction..., Analysis, Business Management, Excel, Charts, Reporting & Analysis, Operations Management, Sales Management, Human Resources, Meeting Deadlines, Payroll, HRIS, Credit, Customer Service, Management, Microsoft Excel, Medical Records, Mortgage Banking, Leadership, Time Management, Mortgage Lending, Loans, Banking, Refinance
Education
America's Mortgage Institue 2012 — 2012
Certificate of Completion, Mortgage Loan Origination
Apto Lean 2011 — 2011
Certification, Lean Six Sigma Green Belt Trained
Paytrain Mastery, Camden County College 2011 — 2011
Rutgers, The State University of New Jersey-Camden 2000 — 2002
Bachelor of Accounting
Camden County College 1997 — 2000
Associate Degree, Finance
Camden County College
Associate Degree, Finance
Rutgers University
Bachelor of Science, Accounting
RateWinner June 2015 - Present
Monument Bank, PA December 2014 - Present
Financial Education Services (FES) June 2014 - Present
Magnum Opus Federal Corporation 2013 - Present
America's Mortgage Institute September 2012 - November 2012
Freedom Mortgage August 2012 - September 2012
Volt Workforce Solutions September 2011 - October 2011
Kelly Services April 2011 - April 2011
Solomon Edwards Group January 2011 - April 2011
T.D. Bank North December 2006 - October 2010
Skills
Payroll Administration, Payroll Taxes, health benefits, Leaves Of Absence, Accounting, Tax Accounting, Data Analysis, Accounts Payable, Health Savings Accounts, Customer Relations, Customer Focus, Calculations, Ad- Hoc Reporting, Problem Solving, Process Improvement, Employee Benefits, Auditing, Database Administration, Data Management, Office Management, Office Administration, Human Resources..., E Time Workforce..., Supervisory Skills, Supervising, Implentation of new..., Cost Reduction..., Analysis, Business Management, Excel, Charts, Reporting & Analysis, Operations Management, Sales Management, Human Resources, Meeting Deadlines, Payroll, HRIS, Credit, Customer Service, Management, Microsoft Excel, Medical Records, Mortgage Banking, Leadership, Time Management, Mortgage Lending, Loans, Banking, Refinance
Education
America's Mortgage Institue 2012 — 2012
Certificate of Completion, Mortgage Loan Origination
Apto Lean 2011 — 2011
Certification, Lean Six Sigma Green Belt Trained
Paytrain Mastery, Camden County College 2011 — 2011
Rutgers, The State University of New Jersey-Camden 2000 — 2002
Bachelor of Accounting
Camden County College 1997 — 2000
Associate Degree, Finance
Camden County College
Associate Degree, Finance
Rutgers University
Bachelor of Science, Accounting
Brandon Rock Brandon Rock's Monument Bank, PA Experience June 2013 - October 2014
Job Preferred Client Services Associate at Iron Mountain
Industry Financial Services
Experience
Iron Mountain October 2014 - Present
Monument Bank, PA June 2013 - October 2014
First Savings Bank of Perkasie May 2011 - June 2013
First Niagara Bank November 2007 - March 2011
National Penn Bank February 2006 - November 2007
Skills
Coaching, Banking, Management, Loans, Credit, Mortgage Lending, Sales, Customer Satisfaction, Customer Service, Software Documentation, Finance, Project Management, Sales Management, Underwriting, Retail, Cross Selling, Sales Operations
Education
Juniata College 1996 — 2000
Bachelor of Science
George School 1994 — 1996
Iron Mountain October 2014 - Present
Monument Bank, PA June 2013 - October 2014
First Savings Bank of Perkasie May 2011 - June 2013
First Niagara Bank November 2007 - March 2011
National Penn Bank February 2006 - November 2007
Skills
Coaching, Banking, Management, Loans, Credit, Mortgage Lending, Sales, Customer Satisfaction, Customer Service, Software Documentation, Finance, Project Management, Sales Management, Underwriting, Retail, Cross Selling, Sales Operations
Education
Juniata College 1996 — 2000
Bachelor of Science
George School 1994 — 1996
Jennifer Lally's Monument Bank, PA Experience January 2015 - May 2015
Job Mortgage Processor at Monument Bank, PA
Industry Banking
Experience
National Penn May 2015 - Present
Monument Bank, PA January 2015 - May 2015
3rd Fed Bank March 2012 - December 2014
Airgas September 2007 - April 2010
Taylor, Bean & Whitaker September 2002 - May 2007
Equity One February 2001 - September 2002
ContiMortgage May 1997 - December 2000
Skills
Banking, Credit, Business Analysis, Mortgage Lending, Closings, Commercial Lending, Loans, Retail Banking, Consumer Lending, Loan Origination, Mortgage Banking, Residential Mortgages, Funding
Education
Bucks County Community College 1984 — 1987
Associate's degree, Business Administration, Management and Operations
Archbishop Wood HS 1979 — 1983
High School Diploma, Business Administration and Management, General
National Penn May 2015 - Present
Monument Bank, PA January 2015 - May 2015
3rd Fed Bank March 2012 - December 2014
Airgas September 2007 - April 2010
Taylor, Bean & Whitaker September 2002 - May 2007
Equity One February 2001 - September 2002
ContiMortgage May 1997 - December 2000
Skills
Banking, Credit, Business Analysis, Mortgage Lending, Closings, Commercial Lending, Loans, Retail Banking, Consumer Lending, Loan Origination, Mortgage Banking, Residential Mortgages, Funding
Education
Bucks County Community College 1984 — 1987
Associate's degree, Business Administration, Management and Operations
Archbishop Wood HS 1979 — 1983
High School Diploma, Business Administration and Management, General
John Soffronoff's Monument Bank, PA Experience June 2014 - June 2014
Job President at Monument Bank
Industry Banking
Experience
Monument Bank, PA June 2014 - June 2014
Monument Bank, PA January 2007 - June 2014
Premier Bank April 1992 - December 2008
Skills
Mortgage Lending, Commercial Banking, Loans, Commercial Lending
Education
La Salle University - School of Business Administration 1964 — 1973
B. S., Business
Monument Bank, PA June 2014 - June 2014
Monument Bank, PA January 2007 - June 2014
Premier Bank April 1992 - December 2008
Skills
Mortgage Lending, Commercial Banking, Loans, Commercial Lending
Education
La Salle University - School of Business Administration 1964 — 1973
B. S., Business
Daniel C. Miller's Monument Bank, PA Experience 2015 - Present
Job VP Commercial Loan Officer at Monument Bank
Industry Commercial Real Estate
Experience
Monument Bank, PA 2015 - Present
U.S. Realty Capital, LLC 2014 - 2015
M&T Bank 2008 - 2014
Indymac Bank 2007 - 2008
Elliott Building Group 2004 - 2006
Washington Mutual January 2003 - November 2004
Dime Savings Bank July 1998 - January 2003
Skills
Commercial Lending, Portfolio Management, Loans, Finance, Credit Analysis, Credit, Real Estate Economics, Banking, Real Estate, Commercial Banking, Loan Origination, Commercial Mortgages, Due Diligence, Underwriting, Mortgage Lending, Real Estate Financing, Valuation, Commercial Real Estate, Financial Structuring, Negotiation, Multi-family Investment..., Closing Business, Private Equity, Real Estate Advisory..., CMBS
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
MBA, Finance
Ithaca College 1988 — 1992
BS, Finance
Bishop McDevitt High School 1984 — 1988
Monument Bank, PA 2015 - Present
U.S. Realty Capital, LLC 2014 - 2015
M&T Bank 2008 - 2014
Indymac Bank 2007 - 2008
Elliott Building Group 2004 - 2006
Washington Mutual January 2003 - November 2004
Dime Savings Bank July 1998 - January 2003
Skills
Commercial Lending, Portfolio Management, Loans, Finance, Credit Analysis, Credit, Real Estate Economics, Banking, Real Estate, Commercial Banking, Loan Origination, Commercial Mortgages, Due Diligence, Underwriting, Mortgage Lending, Real Estate Financing, Valuation, Commercial Real Estate, Financial Structuring, Negotiation, Multi-family Investment..., Closing Business, Private Equity, Real Estate Advisory..., CMBS
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
MBA, Finance
Ithaca College 1988 — 1992
BS, Finance
Bishop McDevitt High School 1984 — 1988
Benjamin Crowley's Monument Bank, PA Experience May 2015 - Present
Job Getting Things Done at Monument Bank
Industry Banking
Experience
Monument Bank, PA May 2015 - Present
Monument Bank, PA May 2014 - Present
Skills
Investments, Banking, Finance, Portfolio Management, Leadership, Valuation, Commercial Banking, Training, Risk Management, Credit, Management, Asset Management, Small Business, Loans, Coaching, Research, Financial Modeling, Strategic Financial..., Corporate Finance, Sales, Commercial Lending, Mortgage Lending, Marketing, Bond Pricing, Cash Management, Financial Analysis, Economics, Securities, Mutual Funds, Bank Compliance, Bank Secrecy Act, Core Systems, Financial Systems
Education
ABA Stonier Graduate School of Banking 2014 — 2015
Banking
PBA School of Banking
Banking
American University - Kogod School of Business 2006 — 2008
MBA, Finance, Real Estate
The Catholic University of America 1995 — 1999
BA, Psychology, Philosophy
St. Joseph's Prep 1991 — 1995
Monument Bank, PA May 2015 - Present
Monument Bank, PA May 2014 - Present
Skills
Investments, Banking, Finance, Portfolio Management, Leadership, Valuation, Commercial Banking, Training, Risk Management, Credit, Management, Asset Management, Small Business, Loans, Coaching, Research, Financial Modeling, Strategic Financial..., Corporate Finance, Sales, Commercial Lending, Mortgage Lending, Marketing, Bond Pricing, Cash Management, Financial Analysis, Economics, Securities, Mutual Funds, Bank Compliance, Bank Secrecy Act, Core Systems, Financial Systems
Education
ABA Stonier Graduate School of Banking 2014 — 2015
Banking
PBA School of Banking
Banking
American University - Kogod School of Business 2006 — 2008
MBA, Finance, Real Estate
The Catholic University of America 1995 — 1999
BA, Psychology, Philosophy
St. Joseph's Prep 1991 — 1995
Lorrie Kleppinger's Monument Bank, PA Experience January 2007 - Present
Job Vice President of Operations at Monument Bank, PA
Industry Banking
Experience
Monument Bank January 2008 - Present
Monument Bank January 2008 - Present
Monument Bank, PA January 2007 - Present
Skills
Finance, Budgets, Start-ups, Banking, Financial Analysis, Retail Banking, Commercial Banking, Mergers & Acquisitions
Education
Delaware Valley College 1997 — 2003
CISM, Information Technology & Accounting
Monument Bank January 2008 - Present
Monument Bank January 2008 - Present
Monument Bank, PA January 2007 - Present
Skills
Finance, Budgets, Start-ups, Banking, Financial Analysis, Retail Banking, Commercial Banking, Mergers & Acquisitions
Education
Delaware Valley College 1997 — 2003
CISM, Information Technology & Accounting
Stephanie Fulton-Lott's Monument Bank, PA Experience October 2012 - Present
Job Mortgage Originator
Industry Financial Services
Experience
Monument Bank, PA October 2012 - Present
Carrington Mortgage Services June 2011 - January 2013
Alpharma 2008 - January 2009
Johnson & Johnson September 2000 - September 2006
JNJ 2000 - 2006
Johnson and Johnson 2000 - 2006
Skills
Residential Mortgages, FHA, Loan Origination, Loans, Mortgage Banking, Microsoft Excel, Refinance, FHA financing
Education
Bloomfield College 1995 — 1997
Psychology
Monument Bank, PA October 2012 - Present
Carrington Mortgage Services June 2011 - January 2013
Alpharma 2008 - January 2009
Johnson & Johnson September 2000 - September 2006
JNJ 2000 - 2006
Johnson and Johnson 2000 - 2006
Skills
Residential Mortgages, FHA, Loan Origination, Loans, Mortgage Banking, Microsoft Excel, Refinance, FHA financing
Education
Bloomfield College 1995 — 1997
Psychology
Monica Haworth's Monument Bank, PA Experience September 2013 - January 2015
Job Real Estate Salesperson at Century 21 Longacre Realty
Industry Real Estate
Experience
Century 21 Longacre Realty June 2015 - Present
Monument Bank, PA September 2013 - January 2015
Wells Fargo Home Mortgage March 2009 - July 2011
National City Mortgage October 2007 - March 2009
Blue Bell Mortgage September 2006 - October 2007
Wells Fargo Home Mortgage June 2003 - September 2006
Patriot Bank June 2002 - June 2003
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, VA loans, Residential Mortgages, FHA financing, Loans, USDA, Credit, Government Loans, Banking, Construction Loans, Credit Analysis, Non-Conforming, FHA Financing
Education
Schlicher Kratz Institute 2015 — 2015
Real Estate Fundamentals/Practice
SAFE Mortgage Loan Origniator - National Component Test with Uniform State Content 2013 — 2013
Licensure Education
Socratic Sales Certified
Albright College 2000 — 2002
Bachelor of Science (BS), Business Administration, Cum Laude
Montgomery County Community College 1983 — 1998
Associate's degree, General Education
Upper Perkiomen High School 1979 — 1983
Diploma, Business Major
Century 21 Longacre Realty June 2015 - Present
Monument Bank, PA September 2013 - January 2015
Wells Fargo Home Mortgage March 2009 - July 2011
National City Mortgage October 2007 - March 2009
Blue Bell Mortgage September 2006 - October 2007
Wells Fargo Home Mortgage June 2003 - September 2006
Patriot Bank June 2002 - June 2003
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, VA loans, Residential Mortgages, FHA financing, Loans, USDA, Credit, Government Loans, Banking, Construction Loans, Credit Analysis, Non-Conforming, FHA Financing
Education
Schlicher Kratz Institute 2015 — 2015
Real Estate Fundamentals/Practice
SAFE Mortgage Loan Origniator - National Component Test with Uniform State Content 2013 — 2013
Licensure Education
Socratic Sales Certified
Albright College 2000 — 2002
Bachelor of Science (BS), Business Administration, Cum Laude
Montgomery County Community College 1983 — 1998
Associate's degree, General Education
Upper Perkiomen High School 1979 — 1983
Diploma, Business Major
Robert Tait's Monument Bank, PA Experience 2013 - Present
Job Experienced Mortgage Originator
Industry Banking
Experience
Monument Bank, PA 2013 - Present
Centennial Lending Group 2010 - 2012
Wells Fargo Home Mortgage 2001 - 2010
Skills
Mortgage Lending, Refinance, Loans, Investment Properties, Real Estate, FHA
Education
St. Joseph's University 1980 — 1982
B.S., Business Management
Monument Bank, PA 2013 - Present
Centennial Lending Group 2010 - 2012
Wells Fargo Home Mortgage 2001 - 2010
Skills
Mortgage Lending, Refinance, Loans, Investment Properties, Real Estate, FHA
Education
St. Joseph's University 1980 — 1982
B.S., Business Management