NationsBanc Mortgage
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NationsBanc Mortgage Employees
Employee
Years
Job
Industry
Joe Collins Joe Collins's NationsBanc Mortgage Experience 1989 - 1998
Job Director of Business Development at North American Mortgage
Industry Banking
Experience
North American Mortgage September 2015 - Present
Guardian Mortgage Company, Inc. January 2012 - September 2015
Stonebriar Country Club 2014 - 2014
Lenders One October 2010 - 2012
TIB Mortgage 2007 - October 2011
Radian 2005 - 2007
Cornerstone Mortgage 2003 - 2004
Intellisearch, Inc 2000 - 2003
NationsBanc Mortgage 1989 - 1998
United Guaranty 1979 - 1983
Skills
Mortgage Lending, Mortgage Banking, Business Planning, Mortgage Underwriting, Loans, Refinance, Real Estate, Loan Origination, Correspondent Banking, Banking, Loan Servicing, Residential Mortgages, Marketing, Credit, FHA, Underwriting, Finance, Leadership, Investment Properties, Sales Management, Risk Management, Strategic Planning, USDA, Selling, Customer Service, Credit Analysis, Insurance, Financial Services, Team Building, Financial Risk, Mortgage Servicing, Business Development, Due Diligence, Sales, Residential Homes, First Time Home Buyers, Executive Management
Education
Oklahoma State University 1970 — 1974
Bachelor of Science (BS)
Mc Alester High School
North American Mortgage September 2015 - Present
Guardian Mortgage Company, Inc. January 2012 - September 2015
Stonebriar Country Club 2014 - 2014
Lenders One October 2010 - 2012
TIB Mortgage 2007 - October 2011
Radian 2005 - 2007
Cornerstone Mortgage 2003 - 2004
Intellisearch, Inc 2000 - 2003
NationsBanc Mortgage 1989 - 1998
United Guaranty 1979 - 1983
Skills
Mortgage Lending, Mortgage Banking, Business Planning, Mortgage Underwriting, Loans, Refinance, Real Estate, Loan Origination, Correspondent Banking, Banking, Loan Servicing, Residential Mortgages, Marketing, Credit, FHA, Underwriting, Finance, Leadership, Investment Properties, Sales Management, Risk Management, Strategic Planning, USDA, Selling, Customer Service, Credit Analysis, Insurance, Financial Services, Team Building, Financial Risk, Mortgage Servicing, Business Development, Due Diligence, Sales, Residential Homes, First Time Home Buyers, Executive Management
Education
Oklahoma State University 1970 — 1974
Bachelor of Science (BS)
Mc Alester High School
Kevin Craighead Kevin Craighead's NationsBanc Mortgage Experience 1995 - 1999
Job
Industry Information Technology and Services
Experience
Lakeshore Learning Materials August 2010 - May 2012
99 Cents Only Stores May 2008 - August 2010
Freedom Communications August 2005 - October 2007
Freedom Communications February 2005 - August 2005
Triad Financial December 2000 - February 2005
Southern Pacific Bank 2000 - 2000
PNB Mortgage 2000 - 2000
NationsBanc Mortgage 1995 - 1999
First Interstate Banc Mortgage 1994 - 1995
First Interstate Bank 1994 - 1995
Education
California State University-Long Beach 1978 — 1981
College of San Mateo 1976 — 1978
AA
Lakeshore Learning Materials August 2010 - May 2012
99 Cents Only Stores May 2008 - August 2010
Freedom Communications August 2005 - October 2007
Freedom Communications February 2005 - August 2005
Triad Financial December 2000 - February 2005
Southern Pacific Bank 2000 - 2000
PNB Mortgage 2000 - 2000
NationsBanc Mortgage 1995 - 1999
First Interstate Banc Mortgage 1994 - 1995
First Interstate Bank 1994 - 1995
Education
California State University-Long Beach 1978 — 1981
College of San Mateo 1976 — 1978
AA
Dan Hattendorf, CPA Dan Hattendorf, CPA's NationsBanc Mortgage Experience January 1993 - January 1995
Job Director Conduit Treasury at Bank of America
Industry Banking
Experience
Bank of America October 1995 - Present
NATIONSBANC MORTGAGE January 1993 - January 1995
DAMORE, HAMRIC & SCHNEIDER January 1992 - June 1992
RON HAMILTON, CPA January 1990 - October 1991
Skills
Cash Management, Funding, Accounting, Portfolio Management, Loans, Mergers, Cash Flow, Banking, Structured Finance, Analysis, Auditing, Investments, General Ledger, Financial Analysis, Credit, Finance, Treasury, Risk Management, Financial Risk
Education
California State University-Sacramento 1986 — 1989
Bachelors, Accountancy
California State University
Bachelor of Science, Business Administration; Accountancy
Bank of America October 1995 - Present
NATIONSBANC MORTGAGE January 1993 - January 1995
DAMORE, HAMRIC & SCHNEIDER January 1992 - June 1992
RON HAMILTON, CPA January 1990 - October 1991
Skills
Cash Management, Funding, Accounting, Portfolio Management, Loans, Mergers, Cash Flow, Banking, Structured Finance, Analysis, Auditing, Investments, General Ledger, Financial Analysis, Credit, Finance, Treasury, Risk Management, Financial Risk
Education
California State University-Sacramento 1986 — 1989
Bachelors, Accountancy
California State University
Bachelor of Science, Business Administration; Accountancy
Vince Miller Vince Miller's NationsBanc Mortgage Experience August 1998 - April 1999
Job Assistant Vice President at Regions Mortgage
Industry Banking
Experience
Regions Bank January 2005 - Present
Countrywide KB Home Loans April 2003 - December 2004
Wells Fargo Home Mortgage April 1999 - April 2003
NationsBanc Mortgage August 1998 - April 1999
First Commercial Bank September 1993 - August 1998
Skills
Credit, Banking, Loans, Compliance, Real Estate, Analysis, Asset Based Lending, Commercial Banking, Consumer Lending, Credit Analysis, Customer Service, Due Diligence, FHA, FHA financing, Finance, Financial Analysis, Financial Reporting, Financial Services, First Time Home Buyers, Investment Properties, Investments, Leadership, Lines Of Credit, Loan Origination, Management, Mortgage Lending, Public Speaking, Real Estate Economics, Real Estate Financing, Refinance, Residential Mortgages, Retail Banking, USDA, Underwriting, VA loans
Education
University of Central Arkansas 1985 — 1990
BBA, Finance
Regions Bank January 2005 - Present
Countrywide KB Home Loans April 2003 - December 2004
Wells Fargo Home Mortgage April 1999 - April 2003
NationsBanc Mortgage August 1998 - April 1999
First Commercial Bank September 1993 - August 1998
Skills
Credit, Banking, Loans, Compliance, Real Estate, Analysis, Asset Based Lending, Commercial Banking, Consumer Lending, Credit Analysis, Customer Service, Due Diligence, FHA, FHA financing, Finance, Financial Analysis, Financial Reporting, Financial Services, First Time Home Buyers, Investment Properties, Investments, Leadership, Lines Of Credit, Loan Origination, Management, Mortgage Lending, Public Speaking, Real Estate Economics, Real Estate Financing, Refinance, Residential Mortgages, Retail Banking, USDA, Underwriting, VA loans
Education
University of Central Arkansas 1985 — 1990
BBA, Finance
Dudley Delbridge Dudley Delbridge's NationsBanc Mortgage Experience 1991 - 1992
Job Account Manager at National Mortgage Insurance Corporation
Industry Banking
Experience
National Mortgage Insurance Corporation December 2013 - Present
Triserv Appraisal Management Solutions June 2012 - December 2013
PMI Mortgage Insurance Co. November 2000 - March 2012
PMI Mortgage Insurance Co. November 1994 - September 2000
PMI Mortgage Insurance Co. November 1992 - November 1994
Nationsbanc Mortgage 1991 - 1992
Sovran Bank 1988 - 1991
Home Guaranty Insurance Co. 1986 - 1989
Home Guaranty Insurance Co. 1986 - 1989
Skills
Business Development, Relationship Building, Industry Knowledge, Customer Focus, Mortgage, Mortgage Lending, Customer Service, Problem Solving, Inter-personal, Account Management, Salesforce.com, Relationship Management, Mortgage Banking, Banking, CRM, Coaching, Cold Calling, Credit, Credit Risk, Customer Oriented, Executive Management, FHA, Financial Analysis, Insurance, Leadership, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Mortgage Underwriting, Negotiation, New Business Development, Operations Management, Process Improvement, Project Management, Real Estate, Recruiting, Refinance, Residential Mortgages, Sales, Sales Process, Selling, Strategic Planning, Team Leadership, Time Management, Underwriting
Education
Virginia Commonwealth University - School of Business 1984 — 1986
B.S. Business Admin and Finance, Finance
Bridgewater College 1981 — 1983
National Mortgage Insurance Corporation December 2013 - Present
Triserv Appraisal Management Solutions June 2012 - December 2013
PMI Mortgage Insurance Co. November 2000 - March 2012
PMI Mortgage Insurance Co. November 1994 - September 2000
PMI Mortgage Insurance Co. November 1992 - November 1994
Nationsbanc Mortgage 1991 - 1992
Sovran Bank 1988 - 1991
Home Guaranty Insurance Co. 1986 - 1989
Home Guaranty Insurance Co. 1986 - 1989
Skills
Business Development, Relationship Building, Industry Knowledge, Customer Focus, Mortgage, Mortgage Lending, Customer Service, Problem Solving, Inter-personal, Account Management, Salesforce.com, Relationship Management, Mortgage Banking, Banking, CRM, Coaching, Cold Calling, Credit, Credit Risk, Customer Oriented, Executive Management, FHA, Financial Analysis, Insurance, Leadership, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Mortgage Underwriting, Negotiation, New Business Development, Operations Management, Process Improvement, Project Management, Real Estate, Recruiting, Refinance, Residential Mortgages, Sales, Sales Process, Selling, Strategic Planning, Team Leadership, Time Management, Underwriting
Education
Virginia Commonwealth University - School of Business 1984 — 1986
B.S. Business Admin and Finance, Finance
Bridgewater College 1981 — 1983
Art Flores Art Flores's NationsBanc Mortgage Experience June 1993 - November 1996
Job Realtor & Real Estate Consultant
Industry Real Estate
Experience
FIRST TEAM SNS REAL ESTATE May 2008 - Present
Mortgage Pros, Inc. July 2007 - May 2008
Penco Financial, Inc December 1999 - July 2007
Century 21 Diamond Realty December 1999 - July 2007
Penco Financial, Inc. 1999 - 2007
Metrocities Mortgage November 1996 - December 1999
NationsBanc Mortgage June 1993 - November 1996
Skills
Foreclosure Assisstance, Short Sales Consulting, Marketing Strategy, Foreclosures, Short Sales, Real Estate, Sellers, SFR, Buyers, Consulting, First Time Home Buyers, REO, Investment Properties, Residential Homes, Home, Single Family Homes, Investors, Real Estate Transactions, Referrals, FHA, Relocation, Condos, Commercial Real Estate, Refinance, Investments, Mortgage Lending, Loans, Real Estate Financing, Property, Selling, HUD, 1031 Exchanges, Move Up Buyers, Property Management, Income Properties, Listings, e-PRO, Buyer Representation, Seniors, New Home Sales, Real Property, Luxury, Relocation Buyers, ABR, New Homes, National Association of..., Rentals, Townhomes, Waterfront, Resellers
Education
San Diego State University-California State University 1978 — 1982
Biology, Biology
El Rancho HS 1976 — 1978
General, General
FIRST TEAM SNS REAL ESTATE May 2008 - Present
Mortgage Pros, Inc. July 2007 - May 2008
Penco Financial, Inc December 1999 - July 2007
Century 21 Diamond Realty December 1999 - July 2007
Penco Financial, Inc. 1999 - 2007
Metrocities Mortgage November 1996 - December 1999
NationsBanc Mortgage June 1993 - November 1996
Skills
Foreclosure Assisstance, Short Sales Consulting, Marketing Strategy, Foreclosures, Short Sales, Real Estate, Sellers, SFR, Buyers, Consulting, First Time Home Buyers, REO, Investment Properties, Residential Homes, Home, Single Family Homes, Investors, Real Estate Transactions, Referrals, FHA, Relocation, Condos, Commercial Real Estate, Refinance, Investments, Mortgage Lending, Loans, Real Estate Financing, Property, Selling, HUD, 1031 Exchanges, Move Up Buyers, Property Management, Income Properties, Listings, e-PRO, Buyer Representation, Seniors, New Home Sales, Real Property, Luxury, Relocation Buyers, ABR, New Homes, National Association of..., Rentals, Townhomes, Waterfront, Resellers
Education
San Diego State University-California State University 1978 — 1982
Biology, Biology
El Rancho HS 1976 — 1978
General, General
Michael Kennemer Michael Kennemer's NationsBanc Mortgage Experience 1989 - 1995
Job Chief Financial Officer at Mid America Mortgage, Inc.
Industry Financial Services
Experience
Mid America Mortgage, Inc. August 2008 - Present
National City Mortgage Company April 2002 - December 2007
Aegis 1998 - 2001
Countrywide 1995 - 1998
NationsBanc Mortgage 1989 - 1995
Lomas & Nettleton June 1988 - June 1989
Nowlin Mortgage/Nowlin Savings June 1985 - June 1988
Coopers & Lybrand, CPAs June 1981 - June 1985
Skills
Banking, Mortgage Servicing, Executive Management, Mortgage Banking, Mortgage Lending, Mergers, Refinance, FHA, Funding, Finance, Credit Analysis, Residential Mortgages, Underwriting, Mergers & Acquisitions, Real Estate, Loans, Sales, Portfolio Management, Financial Structuring, Risk Management, Loan Servicing, Correspondent Banking, Consumer Lending, Loan Origination, Construction Loans, Management, Investments, Capital Markets, Reverse Mortgages, Secondary Market, Credit, Financial Risk, Financial Services, USDA
Education
Texas Christian University - M.J. Neeley School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Mid America Mortgage, Inc. August 2008 - Present
National City Mortgage Company April 2002 - December 2007
Aegis 1998 - 2001
Countrywide 1995 - 1998
NationsBanc Mortgage 1989 - 1995
Lomas & Nettleton June 1988 - June 1989
Nowlin Mortgage/Nowlin Savings June 1985 - June 1988
Coopers & Lybrand, CPAs June 1981 - June 1985
Skills
Banking, Mortgage Servicing, Executive Management, Mortgage Banking, Mortgage Lending, Mergers, Refinance, FHA, Funding, Finance, Credit Analysis, Residential Mortgages, Underwriting, Mergers & Acquisitions, Real Estate, Loans, Sales, Portfolio Management, Financial Structuring, Risk Management, Loan Servicing, Correspondent Banking, Consumer Lending, Loan Origination, Construction Loans, Management, Investments, Capital Markets, Reverse Mortgages, Secondary Market, Credit, Financial Risk, Financial Services, USDA
Education
Texas Christian University - M.J. Neeley School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Stacey Hopkins's NationsBanc Mortgage Experience May 1998 - October 1999
Job Field Coordinator We Count! Georgia at Georgia WAND
Industry Nonprofit Organization Management
Experience
Co-Host - Down South and Dirty Radio May 2015 - Present
Georgia WAND June 2014 - October 2014
Dr. Rad for U.S. Senate January 2014 - March 2014
MoveOn.org (Atlanta Council) August 2011 - December 2013
Georgia Rural Urban Summit June 2013 - September 2013
Coffee Party USA January 2010 - September 2010
Law Office of Arnice Foster 2004 - 2005
Alpha Mortgage Bankers November 1999 - December 2001
NationsBanc Mortgage May 1998 - October 1999
Neel, Robinson and Hudson May 1995 - September 1995
Skills
Customer Service, Public Speaking, Community Outreach, Event Planning, Research, Social Media, Blogging, Editing, Social Networking, Public Relations, Strategic Planning, Non-profits, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Mortgage Brokers, Foreclosures, Microsoft Office, Office Administration, Front Office, Residential Real Estate..., Non-profit Leadership, Creative Writing, Nonprofits, Strategic Communications, Policy, Leadership, Training, Grant Writing, Volunteer Management, Press Releases, Media Relations, Public Policy, Community Organizing, Fundraising, Grants, Policy Analysis
Education
Coastal Carolina Community College 1979 — 1979
Data Processing
Amityville Memorial H.S.
Co-Host - Down South and Dirty Radio May 2015 - Present
Georgia WAND June 2014 - October 2014
Dr. Rad for U.S. Senate January 2014 - March 2014
MoveOn.org (Atlanta Council) August 2011 - December 2013
Georgia Rural Urban Summit June 2013 - September 2013
Coffee Party USA January 2010 - September 2010
Law Office of Arnice Foster 2004 - 2005
Alpha Mortgage Bankers November 1999 - December 2001
NationsBanc Mortgage May 1998 - October 1999
Neel, Robinson and Hudson May 1995 - September 1995
Skills
Customer Service, Public Speaking, Community Outreach, Event Planning, Research, Social Media, Blogging, Editing, Social Networking, Public Relations, Strategic Planning, Non-profits, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Mortgage Brokers, Foreclosures, Microsoft Office, Office Administration, Front Office, Residential Real Estate..., Non-profit Leadership, Creative Writing, Nonprofits, Strategic Communications, Policy, Leadership, Training, Grant Writing, Volunteer Management, Press Releases, Media Relations, Public Policy, Community Organizing, Fundraising, Grants, Policy Analysis
Education
Coastal Carolina Community College 1979 — 1979
Data Processing
Amityville Memorial H.S.
Janet Causey Janet Causey's NationsBanc Mortgage Experience December 1992 - October 1996
Job Loan Coordinator at Fairfield Mortgage
Industry Financial Services
Experience
Fairfield Mortgage October 2004 - Present
Bank of America October 1999 - February 2004
Bank of America Mortgage October 1996 - October 1999
NationsBanc Mortgage December 1992 - October 1996
Education
Samford University 1981 — 1985
BA, Spanish, French
Fairfield Mortgage October 2004 - Present
Bank of America October 1999 - February 2004
Bank of America Mortgage October 1996 - October 1999
NationsBanc Mortgage December 1992 - October 1996
Education
Samford University 1981 — 1985
BA, Spanish, French
Danny Deaton's NationsBanc Mortgage Experience 1987 - 1997
Job EVPNational Production Manager at Highlands Residential Mortgage, Ltd.
Industry Banking
Experience
Highlands Residential Mortgage, Ltd. May 2013 - Present
SWBC Mortgage May 2010 - May 2013
WR Starkey Mortgage December 2009 - May 2010
CTX July 2009 - December 2009
Gateway Mortgage Corporation 2009 - 2009
Real Estate Mortgage Network 2008 - 2009
CTX Mortgage 1997 - 2008
NationsBanc Mortgage 1987 - 1997
Southeastern S & L 1984 - 1987
North Carolina Federal Savings & Loan 1979 - 1984
Skills
Mortgage Lending, Loans, Mortgage Banking, Sales, Leadership, Contract Negotiation, Refinance, FHA financing, Credit Analysis, Management, Loan Origination, USDA, Credit, FHA, Executive Management, First Time Home Buyers, Real Estate, VA loans, Residential Mortgages, Sales Management, Underwriting, Risk Management, Coaching, Investment Properties, Strategic Planning, Reverse Mortgages, Mortgage Underwriting, Construction Loans, Government Loans, Certified Mortgage..., Banking, Loss Mitigation, FHA Financing, VA Loans, Inspiring Teams, Organizational...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
BSBA, Business Administration
East Carolina University 1975 — 1977
Reynolds High School 1973 — 1975
HSD
Highlands Residential Mortgage, Ltd. May 2013 - Present
SWBC Mortgage May 2010 - May 2013
WR Starkey Mortgage December 2009 - May 2010
CTX July 2009 - December 2009
Gateway Mortgage Corporation 2009 - 2009
Real Estate Mortgage Network 2008 - 2009
CTX Mortgage 1997 - 2008
NationsBanc Mortgage 1987 - 1997
Southeastern S & L 1984 - 1987
North Carolina Federal Savings & Loan 1979 - 1984
Skills
Mortgage Lending, Loans, Mortgage Banking, Sales, Leadership, Contract Negotiation, Refinance, FHA financing, Credit Analysis, Management, Loan Origination, USDA, Credit, FHA, Executive Management, First Time Home Buyers, Real Estate, VA loans, Residential Mortgages, Sales Management, Underwriting, Risk Management, Coaching, Investment Properties, Strategic Planning, Reverse Mortgages, Mortgage Underwriting, Construction Loans, Government Loans, Certified Mortgage..., Banking, Loss Mitigation, FHA Financing, VA Loans, Inspiring Teams, Organizational...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
BSBA, Business Administration
East Carolina University 1975 — 1977
Reynolds High School 1973 — 1975
HSD
Katy Lewis Katy Lewis's NationsBanc Mortgage Experience January 1993 - January 1996
Job Retail Banking Mngr Execution Excellence at USAA
Industry Financial Services
Experience
USAA October 2015 - Present
USAA September 2002 - October 2015
American Express September 1997 - September 2002
NationsBanc Mortgage January 1993 - January 1996
Valley National Mortgage Company January 1990 - January 1993
Skills
Banking, Financial Services, Mortgage Lending, Process Improvement, Credit, Customer Service, Loans, Call Centers, Finance, Microsoft Excel, Risk Management, Underwriting
Education
Glendale Community College
Associate's degree, Business
University of Phoenix
Western International University
USAA October 2015 - Present
USAA September 2002 - October 2015
American Express September 1997 - September 2002
NationsBanc Mortgage January 1993 - January 1996
Valley National Mortgage Company January 1990 - January 1993
Skills
Banking, Financial Services, Mortgage Lending, Process Improvement, Credit, Customer Service, Loans, Call Centers, Finance, Microsoft Excel, Risk Management, Underwriting
Education
Glendale Community College
Associate's degree, Business
University of Phoenix
Western International University
Veronica Ruschell Veronica Ruschell's NationsBanc Mortgage Experience August 1995 - March 1997
Job SVP, Sr. Operations Project Manager
Industry Financial Services
Experience
Bank of America: Home Loans & Insurance July 2010 - Present
Bank of America: Home Loans & Insurance Technology October 2008 - June 2010
Countrywide Home Loans December 2005 - September 2008
Motion Picture Association of America August 2001 - December 2005
LexisNexis March 1999 - July 2001
Motion Picture Association of America April 1998 - March 1999
LexisNexis June 1997 - April 1998
NationsBanc Mortgage August 1995 - March 1997
GMAC-Residential Funding Corp. January 1995 - August 1995
Cypress Financial Corporation November 1993 - May 1994
Education
California State University-Northridge
Bachelor of Arts (B.A.), Communication Theory, focus in Business Management
Bank of America: Home Loans & Insurance July 2010 - Present
Bank of America: Home Loans & Insurance Technology October 2008 - June 2010
Countrywide Home Loans December 2005 - September 2008
Motion Picture Association of America August 2001 - December 2005
LexisNexis March 1999 - July 2001
Motion Picture Association of America April 1998 - March 1999
LexisNexis June 1997 - April 1998
NationsBanc Mortgage August 1995 - March 1997
GMAC-Residential Funding Corp. January 1995 - August 1995
Cypress Financial Corporation November 1993 - May 1994
Education
California State University-Northridge
Bachelor of Arts (B.A.), Communication Theory, focus in Business Management
David Zuniga David Zuniga's NationsBanc Mortgage Experience 1994 - 1996
Job Investment Sales & Service Call Center Executive
Industry Executive Office
Experience
USAA June 1996 - Present
NationsBanc Mortgage 1994 - 1996
Skills
Call Center, Strategic Planning, Wealth Management, Financial Planning, Investments, Retirement Planning, Securities, Customer Experience, Change Management, Annuities, Retirement, Investment Strategies, Compliance, Executive Management, Customer Service, Sales Management, Personal Finance, Coaching, Cross-functional Team..., Business Management, Strategic Financial..., Risk Management, Leadership, Management, Banking, Call Centers, Fixed Annuities, Series 7
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Kaplan College-Dallas 2007 — 2007
Texas Realtor License
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
College for Financial Planning 2003 — 2004
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 2003 — 2003
Accredited Asset Management Specialist (AAMS)
FINRA / NASD 1997 — 1999
Series 6, 7, 24, 63, 65
NationsBank 1994 — 1996
Management Associate Program (MAPS)
Texas A&M University 1990 — 1994
BBA, Management
USAA June 1996 - Present
NationsBanc Mortgage 1994 - 1996
Skills
Call Center, Strategic Planning, Wealth Management, Financial Planning, Investments, Retirement Planning, Securities, Customer Experience, Change Management, Annuities, Retirement, Investment Strategies, Compliance, Executive Management, Customer Service, Sales Management, Personal Finance, Coaching, Cross-functional Team..., Business Management, Strategic Financial..., Risk Management, Leadership, Management, Banking, Call Centers, Fixed Annuities, Series 7
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Kaplan College-Dallas 2007 — 2007
Texas Realtor License
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
College for Financial Planning 2003 — 2004
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 2003 — 2003
Accredited Asset Management Specialist (AAMS)
FINRA / NASD 1997 — 1999
Series 6, 7, 24, 63, 65
NationsBank 1994 — 1996
Management Associate Program (MAPS)
Texas A&M University 1990 — 1994
BBA, Management
Denise Zettel's NationsBanc Mortgage Experience 1996 - 1998
Job Account Manager at Ballard Financial Group
Industry Financial Services
Experience
Ballard Financial Group January 2014 - Present
DHI Mortgage Corporation October 2012 - September 2013
Fairway Independent Mortgage Corporation February 2012 - October 2012
MetLife Home Loans December 2008 - January 2012
Countrywide Bank April 2005 - November 2008
Bank of America November 2000 - April 2006
NationsBanc Mortgage 1996 - 1998
AmeriFirst 1980 - 1987
Skills
Mortgage Lending, Mortgage Banking, USDA, FHA, Refinance, Loan Origination, Residential Mortgages, FHA financing, VA loans, Loans, Reverse Mortgages, Credit, Certified Mortgage...
Education
University of South Florida 1979 — 1981
Hillsborough Community College
Ballard Financial Group January 2014 - Present
DHI Mortgage Corporation October 2012 - September 2013
Fairway Independent Mortgage Corporation February 2012 - October 2012
MetLife Home Loans December 2008 - January 2012
Countrywide Bank April 2005 - November 2008
Bank of America November 2000 - April 2006
NationsBanc Mortgage 1996 - 1998
AmeriFirst 1980 - 1987
Skills
Mortgage Lending, Mortgage Banking, USDA, FHA, Refinance, Loan Origination, Residential Mortgages, FHA financing, VA loans, Loans, Reverse Mortgages, Credit, Certified Mortgage...
Education
University of South Florida 1979 — 1981
Hillsborough Community College
Jeffery Keys's NationsBanc Mortgage Experience 1991 - 1995
Job SVP at US Bank
Industry Banking
Experience
US Bank June 1995 - Present
Nationsbanc Mortgage 1991 - 1995
Skills
Leveraged Lending, Credit, Pricing, Consumer Lending, Loans
Education
Bellarmine University 1994 — 1997
M.B.A., Finance
Olivet Nazarene University 1986 — 1990
US Bank June 1995 - Present
Nationsbanc Mortgage 1991 - 1995
Skills
Leveraged Lending, Credit, Pricing, Consumer Lending, Loans
Education
Bellarmine University 1994 — 1997
M.B.A., Finance
Olivet Nazarene University 1986 — 1990
Jannette Pamphile,CFP's NationsBanc Mortgage Experience October 1992 - April 1997
Job Vice President, Trust Officer at CadenceTrust
Industry Banking
Experience
Cadence Trust January 2012 - Present
US Tust, Bank of America December 2010 - January 2012
Tolleson Wealth Management March 2010 - December 2010
Comerica March 1999 - June 2010
Nations Bank April 1997 - March 1999
NationsBanc Mortgage October 1992 - April 1997
Skills
Wealth Management, Portfolio Management, High Net Worth..., Wealth, Banking, Investment Management, Private Banking, Financial Advisory, Mortgage Lending, Investments, Retirement Planning, CRM, Asset Management, Financial Planning, Loans
Education
The University of Dallas 1994 — 1996
MBA, FINANCIAL SERVICES
Cadence Trust January 2012 - Present
US Tust, Bank of America December 2010 - January 2012
Tolleson Wealth Management March 2010 - December 2010
Comerica March 1999 - June 2010
Nations Bank April 1997 - March 1999
NationsBanc Mortgage October 1992 - April 1997
Skills
Wealth Management, Portfolio Management, High Net Worth..., Wealth, Banking, Investment Management, Private Banking, Financial Advisory, Mortgage Lending, Investments, Retirement Planning, CRM, Asset Management, Financial Planning, Loans
Education
The University of Dallas 1994 — 1996
MBA, FINANCIAL SERVICES
Kenny Gossett's NationsBanc Mortgage Experience January 1993 - March 1994
Job Director, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2001 - Present
Fidelity Investments December 1999 - November 2001
Fidelity Investments October 1997 - December 1999
Fidelity Investments May 1997 - October 1997
Fidelity Investments March 1996 - May 1997
Smith Barney May 1994 - February 1995
NationsBanc Mortgage January 1993 - March 1994
NationsBanc Mortgage August 1991 - January 1993
Skills
FINRA, Series 7, Series 63, Series 65, Retirement, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Financial Services, Insurance, Sales, Team Leadership, Supervisory Experience, Mortgage Servicing
Education
Texas A&M University 1987 — 1991
B.S., Political Science
Fidelity Investments November 2001 - Present
Fidelity Investments December 1999 - November 2001
Fidelity Investments October 1997 - December 1999
Fidelity Investments May 1997 - October 1997
Fidelity Investments March 1996 - May 1997
Smith Barney May 1994 - February 1995
NationsBanc Mortgage January 1993 - March 1994
NationsBanc Mortgage August 1991 - January 1993
Skills
FINRA, Series 7, Series 63, Series 65, Retirement, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Financial Services, Insurance, Sales, Team Leadership, Supervisory Experience, Mortgage Servicing
Education
Texas A&M University 1987 — 1991
B.S., Political Science
Donna Scalia's NationsBanc Mortgage Experience 1993 - 1998
Job Retired at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Bank of America 1989 - June 2010
NationsBanc Mortgage 1993 - 1998
Skills
Mortgage Lending, Six Sigma, Process Improvement, Mortgage Banking, Loans, Banking, Loan Origination, Credit, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Commercial Lending, Risk Management, Management
Education
University of California, Berkeley
BA, Psychology
San Bernardino High School
Bank of America July 2010 - Present
Bank of America 1989 - June 2010
NationsBanc Mortgage 1993 - 1998
Skills
Mortgage Lending, Six Sigma, Process Improvement, Mortgage Banking, Loans, Banking, Loan Origination, Credit, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Commercial Lending, Risk Management, Management
Education
University of California, Berkeley
BA, Psychology
San Bernardino High School
Sheryl Angst's NationsBanc Mortgage Experience 1993 - 1998
Job Secondary Marketing & Product Devlopment Manager at CalHFA
Industry Consumer Services
Experience
CalHFA February 2014 - Present
CalHFA January 2008 - February 2014
Home 123 February 2003 - April 2007
Residential Mortgage Capital October 2001 - February 2003
Countrywide Home Loans November 2000 - October 2001
Nationsbanc 1993 - 1998
Nationsbanc 1993 - 1998
Nationsbanc Mortgage 1993 - 1998
Skills
Mortgage, Underwriting, Loans, Customer Service, Customer Relations, Operations Management, Conventional, Mortgage Lending, Excel, PowerPoint, Word, Credit, Compliance, Mortgage Banking, VA loans, Microsoft Excel, Microsoft Word, Mortgage Underwriting, Residential Mortgages, Loan Origination, USDA, Refinance, Finance, Banking, Real Estate Financing, FHA financing, FHA, Portfolio Management, Funding, Investment Properties, Real Estate, Risk Management, First Time Home Buyers, Sales Operations, Financial Analysis, Loan Servicing, Investments, Mortgage Servicing, FHA Financing, Management
Education
Modesto Junior College
Associate of Arts (AA), Art/Art Studies, General
Thomas Downey High School
CalHFA February 2014 - Present
CalHFA January 2008 - February 2014
Home 123 February 2003 - April 2007
Residential Mortgage Capital October 2001 - February 2003
Countrywide Home Loans November 2000 - October 2001
Nationsbanc 1993 - 1998
Nationsbanc 1993 - 1998
Nationsbanc Mortgage 1993 - 1998
Skills
Mortgage, Underwriting, Loans, Customer Service, Customer Relations, Operations Management, Conventional, Mortgage Lending, Excel, PowerPoint, Word, Credit, Compliance, Mortgage Banking, VA loans, Microsoft Excel, Microsoft Word, Mortgage Underwriting, Residential Mortgages, Loan Origination, USDA, Refinance, Finance, Banking, Real Estate Financing, FHA financing, FHA, Portfolio Management, Funding, Investment Properties, Real Estate, Risk Management, First Time Home Buyers, Sales Operations, Financial Analysis, Loan Servicing, Investments, Mortgage Servicing, FHA Financing, Management
Education
Modesto Junior College
Associate of Arts (AA), Art/Art Studies, General
Thomas Downey High School
Janice Street's NationsBanc Mortgage Experience 1995 - 1997
Job Contract Labor at home
Industry Real Estate
Experience
home 2012 - Present
Silken, Inc. 1996 - 2012
NationsBanc Mortgage 1995 - 1997
Skills
Microsoft Excel, Customer Service, Marketing, Microsoft Word, Microsoft Office, Public Speaking, QuickBooks, Event Planning, Customer Satisfaction, PowerPoint, Leadership, Small Business, Payroll, Budgets, Strategic Planning, Training, Sales, Social Networking, Team Building, Real Estate, Negotiation
Education
Baylor University 1968 — 1970
Business
home 2012 - Present
Silken, Inc. 1996 - 2012
NationsBanc Mortgage 1995 - 1997
Skills
Microsoft Excel, Customer Service, Marketing, Microsoft Word, Microsoft Office, Public Speaking, QuickBooks, Event Planning, Customer Satisfaction, PowerPoint, Leadership, Small Business, Payroll, Budgets, Strategic Planning, Training, Sales, Social Networking, Team Building, Real Estate, Negotiation
Education
Baylor University 1968 — 1970
Business
Michelle Kostek's NationsBanc Mortgage Experience August 1992 - December 1998
Job Middle School Teacher
Industry Education Management
Experience
St. Mary's Elementary School August 2011 - Present
Our Lady of the Blessed Sacrament September 2003 - August 2011
NationsBanc Mortgage August 1992 - December 1998
Education
Canisius College 2009 — 2011
Master's degree, Literacy
Canisius College 1985 — 1989
Bachelor's degree, English-educatio
St. Mary's Elementary School August 2011 - Present
Our Lady of the Blessed Sacrament September 2003 - August 2011
NationsBanc Mortgage August 1992 - December 1998
Education
Canisius College 2009 — 2011
Master's degree, Literacy
Canisius College 1985 — 1989
Bachelor's degree, English-educatio
Karen Farah's NationsBanc Mortgage Experience 1988 - 1997
Job Sr. Customer Support Tax Specialist at Lee County Tax Collector Office
Industry Government Administration
Experience
Lee County Tax Collector Office August 1997 - Present
NationsBanc Mortgage 1988 - 1997
NationsBank 1984 - 1988
Skills
PowerPoint, Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Leadership, Microsoft Word, Call Centers, Analysis, Project Planning
Education
Hodges University 2008 — 2009
Bachelor of Science (B.S.), Interdisciplinary Studies, A
Edison Community College 1979 — 1982
Associate of Arts (AA), Math and Science
Lee County Tax Collector Office August 1997 - Present
NationsBanc Mortgage 1988 - 1997
NationsBank 1984 - 1988
Skills
PowerPoint, Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Leadership, Microsoft Word, Call Centers, Analysis, Project Planning
Education
Hodges University 2008 — 2009
Bachelor of Science (B.S.), Interdisciplinary Studies, A
Edison Community College 1979 — 1982
Associate of Arts (AA), Math and Science