Newbold Advisors
Address: 14401 Statler Blvd, Fort Worth, TX 76155 Phone: (727) 489-2505Hours: Place name: : : : : : : Category: Website: Website: http://www.newboldadvisors.com/ Category: Employment agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Newbold Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Newbold Advisors Employees
Newbold Advisors August 2015 - Present
Insight Global (temporary assignment) January 2015 - April 2015
Bank of America December 2008 - August 2014
Bank of America March 2013 - July 2014
Bank of America January 2012 - March 2013
Bank of America February 2011 - January 2012
Bank of America February 2010 - February 2011
Bank of America December 2008 - February 2010
Wells Fargo January 2004 - December 2005
Skills
Quality Assurance, Reporting & Analysis, Crystal Reports, Quality Auditing, Business Analysis, Quality Control, Business Process..., Foreclosures, Bankruptcy, MS Excel Pivot Tables, Chapter 7 & 13, Mortgage Servicing, Microsoft Excel, Microsoft Office, PowerPoint, Management, Workflow Management, Team Leadership, Employee Training, Team Management, Leadership, Analysis, Documentation, Internal Audit, Auditing, Interviews, Access, Testing, Customer Service, Operations Management, Customer Satisfaction, Chapter 13 Bankruptcy, Banking, Residential Mortgages, Remediation, Fannie Mae, FHLMC, Veterans Affairs, Loss Mitigation, Communication, Microsoft Word, Process Improvement, Change Management, SDLC, Training, Vendor Management, Team Building, Financial Analysis, Finance
Education
Tarrant County College 2014 — 2016
Business Administration and Management, General
Tarrant County College
Business Administration and Management, General
MCSF 2009 - Present
Oracle March 2015 - Present
Autodesk October 2014 - March 2015
Newbold Advisors March 2014 - October 2014
Dassault Systemes SolidWorks Corporation August 2011 - February 2014
Dassault Systemes SolidWorks Corporation September 2007 - July 2011
Vector Resource Group July 2004 - July 2006
MSC.Software February 2001 - July 2004
Various Software and Recruiting companies August 1995 - February 2001
Texas Engineering Systems 1998 - 1999
Skills
Supply Chain Management, Enterprise Software, Solution Selling, Account Management, Leadership, Customer Service, Sales Process, Contract Negotiation, Strategic Planning, Product Lifecycle..., Sales Operations, Outsourcing, Product Development, Strategic Partnerships, Sales, Product Management, Management, SaaS, Selling, Recruiting, Direct Sales, Telecommunications, Integration, Business Development, Go-to-market Strategy, CRM, Salesforce.com, Channel Partners
Education
Texas A&M University 1984 — 1988
B.S., Political Science
Hollywood Snow March 2014 - Present
Fannie Mae July 2013 - March 2014
Newbold Advisors October 2011 - January 2013
TXU Energy August 2008 - July 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, FHA, Banking, Credit Analysis, Residential Mortgages, Consumer Lending
Education
The University of Texas at Austin 2000 — 2000
Southwest High School 1995 — 1998
Think Finance August 2015 - Present
Think Finance August 2014 - August 2015
Newbold Advisors June 2014 - August 2014
Discover Financial Services November 2010 - December 2013
Digital Matrix Systems, Inc. January 2007 - October 2010
Experian-Scorex January 2005 - January 2007
InFRE - International Foundation for Retirement Education August 2003 - December 2004
Skills
Analytics, Blaze Advisor, Business Analysis, Business Intelligence, Credit, Credit Analysis, Credit Bureau, Credit Cards, Credit Risk, FACTA, FCRA, FICO, Loans, Microsoft SQL Server, Mortgage Banking, Predictive Analytics, Predictive Modeling, Project Management, Risk Management, SDLC, Teradata, Portfolio Management, Leadership, Management, Credit Scoring, Requirements Gathering, Project Portfolio..., Business Requirements, Strategy
Education
Texas Tech University - Rawls College of Business 2003 — 2004
Master of Business Administration (M.B.A.), Management and Leadership Skills, 3.533 cumulative GPA
Texas Tech University - Rawls College of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Honors Graduate, cum laude, 3.500 cumulative GPA
North American Lending, an NTFN Company NMLS #75333 September 2014 - Present
Newbold Advisors May 2013 - November 2013
Saxon Mortgage June 2008 - May 2013
WAMU 2004 - 2008
ABN AMRO 1995 - 2004
Skills
Default, Loan Servicing, Mortgage Lending, Loans, Foreclosures, FHA, FHLMC, Mortgage Banking, FNMA, Portfolio Management, Customer Service, Risk Management, Banking, Management, Residential Mortgages, Loan Modifications, Letter Writing, Team Building, Microsoft Excel, Investor Relations, GSE, Referrals, Exception Management, Team Leadership, Team Management, Microsoft Word, Coaching, Default Investor..., FHLMC, FNMA Reporting, Excel, Word, GSE and Private..., Default Collections and..., Breach/Demand Letter..., Foreclosure review &..., Creating Policy &..., SCRA Processes and..., MSP Practitioner, Fiserv system..., Employee Training
Education
Jefferson Davis High School
Graduate, General Studies
Troy State University
Nursing Education
Newbold Advisors April 2015 - Present
Digital Risk, LLC February 2012 - December 2014
Federal Deposit Insurance Corporation December 2010 - February 2012
Digital Risk, LLC December 2009 - July 2010
CitiMortgage July 2007 - November 2009
Aurora Loan Services a Lehman Brothers Company 2003 - 2007
Ohio Savings Bank 2002 - 2003
Conseco Finance 2001 - 2002
GMAC-RFC 1996 - 2000
Wells Fargo Home Mortgage 1992 - 1995
Skills
Financial Risk, Risk Management, Finance, Mortgage Banking, Mortgage Servicing, Due Diligence, Loans, Credit, Mortgage Lending, Fraud, Analysis, Underwriting, Banking, Loss Mitigation, Credit Risk, Loan Origination, Credit Analysis, Residential Mortgages, Financial Services, Management, Mortgage Underwriting
Education
University of Iowa College of Law 1979 — 1982
JD, Law
University of Iowa 1975 — 1979
BBA, Accounting
Newbold Advisors October 2014 - Present
CoreLogic formerly Bank of America Home Loans 2006 - May 2014
Bank of America formerly Countrywide Home Loans 2004 - 2006
Prime Lending/Wright Lending 2002 - 2004
Transamerica 1999 - 2002
Skills
Operations Management, Operational Excellence, Mortgage Servicing, Business Process..., Process Management, Process Redesign, Project Management, Strategic Planning, Business Strategy, Escrow, Back Office Operations, Applications..., Mergers & Acquisitions, Business Alliance..., Contract Negotiation, Contact Center..., Outsourcing Management, Offshore Outsourcing, New Product Ideas, Office Management, Department..., Office/functional..., Vendor Management, Risk Management, Mortgage Lending, Banking, Loans, Management, Process Improvement, Credit, Portfolio Management
Education
University of Northern Iowa
Bachelor's Degree, Parks, Recreation and Leisure Facilities Management
USAA April 2014 - Present
Newbold Advisors August 2013 - February 2014
Bank of America January 2012 - July 2013
Fannie Mae August 2011 - January 2012
Citi May 2009 - August 2011
Citi May 2007 - May 2009
Skills
Process Improvement, Quality Assurance, Business Analysis, Business Process, Risk Management, SDLC, PMP, Banking, Financial Services, SharePoint, Financial Risk, Credit, Loans, Mortgage Lending, Loan Origination, FHA, Mortgage Underwriting, Salesforce.com, Finance, Credit Risk, Operational Risk, Credit Analysis, Relationship Management
Education
University of Houston 2004 — 2006
Business Administration and Management, General
BNY Mellon September 2015 - Present
Newbold Advisors August 2012 - August 2015
Newbold Advisors April 2012 - August 2012
Newbold Advisors June 2011 - March 2012
Fannie Mae February 2010 - April 2011
Brass Real Estate Funds May 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Finance, Financial Reporting, Policy Writing, Portfolio Management, Analysis, Loss Mitigation, Consulting, Business Process..., Data Analysis, Project Management, Bankruptcy, Credit Analysis, Risk Management, Real Estate, Due Diligence, Mortgage Banking, Mortgage Lending, Process Improvement, Proficient in Spanish, Loans
Education
Texas A&M University - Mays Business School 2008 — 2009
Master of Real Estate, Real Estate
Newbold Advisors January 2014 - October 2014
PrimeLending June 2013 - October 2013
US Small Business Administration February 2013 - June 2013
Newbold Advisors February 2012 - January 2013
Carlisle & Gallagher Consulting Group May 2010 - January 2012
Access Mortgage May 2009 - May 2010
Chase Bank February 2008 - May 2009
Maverick Residential Mortgage September 2005 - February 2008
Premier Nationwide Lending February 2003 - September 2005
University Mortgage (Amnet Mortgage) September 2001 - February 2003
Skills
Mortgage Lending, Loans, Banking, Loan Origination, FHA, Underwriting, Loss Mitigation, Refinance, Financial Analysis, Analysis, Risk Management, Management, Foreclosures, Mortgage Banking, Sales, Credit Analysis, Leadership, Customer Service, Team Building, Mortgage Servicing, Credit, Insurance, Business Development, USDA, Commercial Lending, Skills include: MS...
Education
University of North Texas 1983 — 1990
Psychology/Real Estate Law/Finance
North Garland High School 1979 — 1982
JPMorgan Chase April 2013 - Present
Newbold Advisors January 2012 - February 2013
Cottages of Lubbock January 2011 - December 2011
International Aviation Support May 2008 - August 2009
Polar Ice Grapevine August 2006 - August 2008
Players Bench Hockey Shop December 2005 - June 2006
Skills
Microsoft Excel, Sales Management, Sales, New Business Development, Product Marketing, Marketing, Business Planning, Management, Event Management, Microsoft Office, Leadership, Escalation Process, Team Building, Escalation Resolution, PowerPoint, Business Analysis, Team Leadership, Escalations Management, Management Consulting, Account Management, Forecasting, Time Management, Social Networking, Social Media Marketing, Customer Service
Education
Texas Tech University 2007 — 2011
Marketing and Management, Business Administration and Management, General
Desert Vista 2003 — 2004
National Oilwell Varco January 2015 - Present
Newbold Advisors December 2013 - January 2015
Klein Volunteer Fire Department January 2012 - May 2014
Alamo Drafthouse Cinemas February 2013 - March 2014
Klein Volunteer Fire Department July 2009 - March 2010
MSO Seals and Gaskets December 2008 - January 2009
Skills
Microsoft Office, Design For Retrieval..., Smart Find, Photoshop, Illustrator, Teamwork, Rescue, First Responder, Research, 3D Studio Max, Maya, Customer Service, Analysis, Firefighting, Fire Management, Marketing, Data Analysis, Fire Suppression Systems, Strategic Planning, EMS, Project Management
Education
University of Houston 2012 — 2015
Bachelor of Applied Science (BASc), Biology/Biological Sciences, General
Art Institute of Houston 2005 — 2009
Bachelor of Arts (B.A.), Media Arts and Animation
Klein
Nationstar Mortgage August 2013 - Present
Colvin Resources Group April 2013 - July 2013
Newbold Advisors April 2012 - February 2013
Carlisle & Gallagher Consulting Group June 2010 - January 2012
Superior Technical Resources February 2009 - May 2010
Bank of America April 1996 - December 2008
MBNA America August 2002 - January 2006
MBNA America Bank, Dallas, TX 1996 - 2006
MBNA October 2000 - August 2002
Skills
Process Improvement, Business Analysis, Training, Vendor Management, Recruiting, Account Management, Call Centers, Team Building, Leadership, Strategic Planning, Management, Operations Management, Banking, Budgets, Customer Service, CRM, Analysis, Strategy
Education
University of Phoenix 2003 — 2007
BSBM, Business Management
Rowan Companies October 2013 - Present
RealEC Technologies April 2012 - July 2013
Newbold Advisors August 2011 - April 2012
Litton July 2007 - July 2011
Litton July 1999 - July 2007
Litton July 1999 - September 2000
Litton November 1998 - June 1999
GE Capital Mortgage Services, Inc April 1992 - November 1998
Skills
Business Analysis, Process Improvement, Vendor Management, Program Management, Quality Assurance, Business Process, Project Management, Change Management, Testing, Mortgage Servicing, Mortgage Lending, SDLC, Management, Leadership, Access, Banking, IT Management, Team Leadership, Security, Integration, Budgets, Loan Servicing, Risk Management, Six Sigma, Software Documentation, Team Building, SharePoint, Loans, Visio, Business Process..., Enterprise Software, Windows, Technical Writing, Accounting, Executive Management, Disaster Recovery, Requirements Gathering, Analysis, ERP, Business Continuity..., ITIL, Consulting
Education
The University of Texas at Austin 1986 — 1992
BA, Economics
Citigroup April 2013 - Present
Adjility Consulting March 2012 - March 2013
Newbold Advisors May 2011 - March 2012
Nationstar Mortgage September 2010 - May 2011
Nationstar Mortgage Wholesale Lending September 2010 - April 2011
Nationstar Mortgage September 2009 - October 2010
Skills
Analysis, Banking, Business Analysis, Consulting, Credit, Credit Analysis, Financial Services, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Mortgage Lending, REO, Risk Management, Refinance, Mortgage Underwriting, Underwriting, Mortgage Servicing, Mortgage Banking, FHA
Education
The University of Texas at Arlington 1999 — 2004
Bachelors in Business Administration, Marketing
Mercer April 2014 - Present
Belk 2014 - 2015
Newbold Advisors May 2013 - March 2014
Belk 2014 - 2014
Belk 2014 - 2014
Belk 2014 - 2014
Carlisle & Gallagher Consulting Group 2012 - January 2013
JPMorgan Chase July 2011 - April 2012
Citi April 2006 - July 2011
Skills
Mortgage Lending, Loans, Credit, Banking, FHA, Process Improvement, Portfolio Management, Underwriting, Risk Management, Loss Mitigation, Investments, Loan Servicing, Microsoft Excel, Mortgage Banking, Credit Analysis, Series 7, Consumer Lending, SQL, Human Resources, Payroll, HIPAA, Health & Welfare..., FSA
Education
North Mesquite High School 2001 — 2005
North Mesquite High School
High School Diploma
North Mesquite High School
North Mesquite High School
University of Houston-Downtown
Bachelor's degree, Economics
JPMorgan Chase June 2013 - Present
Newbold Advisors December 2012 - May 2013
JPMorgan Chase October 2008 - December 2012
GE Consumer Finance June 2003 - October 2008
Green Tree 2000 - 2003
Skills
Six Sigma, SQL, PL/SQL, HTML, XML, Java, JavaScript, Apache, Lotus Domino, Lotus Notes, Lotus Domino..., VBA, Visual Basic, Informatica, Web Services, Weblogic, Websphere, Project Management, Solution Architecture, Strategic Leadership, Business Intelligence, Business Analysis, Process Improvement, Enterprise Architecture, Program Management, Oracle SQL, Oracle Enterprise..., MS Integration Services, Microsoft SQL Server, Microsoft Technologies, SOA, Oracle, Analytics, Business Process, E-commerce, Integration, Leadership, Organizational..., SDLC, Strategy
Education
University of St. Thomas - Opus College of Business 2006 — 2008
MBA
University of Minnesota-Twin Cities 1991 — 1995
BA, Economics & International Relations
TurningPoint Global Solutions February 2013 - Present
Newbold Advisors 2012 - 2013
Freddie Mac March 2010 - November 2011
Freddie Mac 2009 - 2010
Fannie Mae December 2006 - February 2009
Fannie Mae January 2003 - December 2006
Fannie Mae December 2000 - December 2003
Fannie Mae July 1997 - December 2000
Fannie Mae July 1993 - July 1997
MCI 1989 - June 1993
Skills
ETL, Data Warehousing, Data Analysis, Database Design, Metadata Management, Project Management, Business Intelligence, Data Modeling, Oracle, Data Governance, Requirements Analysis, Systems Analysis, Data Migration, Software Development, Sybase, SDLC, Software Project..., Microsoft SQL Server, Integration, Enterprise Architecture, Management, Databases, Master Data Management, IT Management, MS Project, Visio, IT Strategy, Business Analysis, Data Quality, Data Management, Business Process..., Enterprise Software, Vendor Management, Analysis, Governance, Database Administration, PMP, Requirements Gathering, PMO, Business Process
Education
University of California, Los Angeles - The Anderson School of Management
University of Maryland College Park
Probe Ministries June 2013 - Present
Newbold Advisors April 2012 - Present
Wingspan Portfolio Advisors January 2012 - April 2012
Wingspan Consulting 2012 - 2012
Carlisle & Gallagher March 2010 - May 2011
Collin Central Appraisal District August 2003 - February 2010
Skills
Management Consulting, Business Analysis, Risk Management, CRM, Business Process..., Vendor Management, Financial Analysis, Process Improvement, SDLC, Change Management, Accounting, Team Building, Strategic Planning, Banking
Education
University of Central Missouri 1975 — 1978
BSBA, FINANCE
Hastings Senior High School, Hastings Ne.
Newbold Advisors January 2011 - January 2013
NewBold Advisor 2011 - 2013
Skills
Loan Origination, Loans, Foreclosures, Underwriting, Mortgage Lending, Loan Servicing, Mortgage Banking, Loss Mitigation, Mortgage Servicing, Credit, Mortgage Underwriting, Credit Risk, Banking, Residential Mortgages, FHA, Credit Analysis, Financial Services, Financial Risk, Finance, Portfolio Management, Retail Banking, Risk Management
Education
Texas Woman's University 2010 — 2013
RealPage, Inc. May 2013 - Present
Newbold Advisors August 2012 - May 2013
A&M Excavation, Inc May 2011 - August 2012
Cuestasport Gimnasio August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Citrix, AS400 system, LPS, Equator, Lotus Notes, Event Planning, Management, Sales, Finance, Market Research
Education
Texas Tech University
Bachelors of Business Administration, International Business, Minor in Spanish, 3.2
Nationstar Mortgage December 2014 - Present
Newbold Advisors April 2014 - September 2014
Newbold Advisors November 2013 - April 2014
Newbold Advisors May 2013 - November 2013
Newbold Advisors January 2013 - November 2013
Newbold Advisors April 2012 - December 2012
Newbold Advisors May 2011 - March 2012
U.S. Small Business Administration November 2005 - October 2010
BBVA Compass October 2007 - September 2008
Wells Fargo Bank June 1994 - November 2005
Skills
Recruiting, Training, Management, Finance, Quality Assurance, Underwriting, Banking, Budgets, Credit, Payroll, Mortgage Lending, Loans, Financial Risk, Analysis, Portfolio Management, Auditing, Change Management, Program Management, Process Improvement, Leadership, Loan Origination, Financial Services, Team Leadership, Risk Management
Education
Tarrant County College
Newbold Advisors August 2010 - Present
MI Solutions Group June 2010 - Present
United Guaranty Corporation December 2006 - June 2010
United Guaranty Corporation April 2005 - December 2006
United Guaranty Corporation April 1996 - April 2005
United Guaranty Corporation December 1992 - April 1996
MNC AMERICAN CORP August 1987 - September 1992
ITT FINANCIAL SERVICES August 1984 - August 1987
ASSOCIATES FINANCIAL SERVICES June 1979 - August 1984
Skills
Problem Solving, Team Building, Metrics, Mortgage Banking, Underwriting, Mortgage, Credit, Risk Management, Loans, Strategic Planning, Mortgage Lending, Credit Risk, Strategic Thinking, Mortgage Industry, Operations Management, Change Management, Banking, Executive Management, Leadership, Loan Origination, Finance, Financial Risk, Sales, Quality Assurance, Analysis, Business Development, Management
Education
University of Phoenix 1990 — 2002
BSBA, Business Administration
The School of Mortgage Banking 1994 — 1998
Certificate, Mortgage Banking
Center For Creative Leadership
Certification, Leadership Development
University of North Carolina at Greensboro
Certification, Management Development Progam
Recovco Mortgage Management May 2015 - Present
Newbold Advisors January 2014 - May 2015
Checks and Balances - contracting for RBS Citizens March 2013 - September 2013
Newbold Advisors, LLC May 2011 - March 2013
CitiMortgage January 2011 - May 2011
Mortgage Data Integrity, LLC May 2006 - May 2011
RE/MAX DFW Associates 2003 - 2006
Earth Mortgage 2001 - 2004
ARGO Data Resource Corporation November 1998 - July 2001
Landmark Mortgage Co. 1998 - 1999
Skills
Loans, Loan Origination, First Time Home Buyers, Recruiting, REO, Investment Properties, New Home Sales, Real Estate, Foreclosures, Short Sales, Sellers, Mortgage Lending and..., Mortgage Software, Mortgage Marketing, Refinance, Credit
Education
University of North Texas 1989 — 1992
B.A., Journalism/Public Relations, Business
Nationstar Mortgage/Champion Mortgage Company September 2013 - Present
Nationstar Mortgage May 2013 - September 2013
Newbold Advisors April 2012 - March 2013
Carlisle and Gallagher Consulting Group February 2011 - February 2012
Expedia July 2009 - December 2010
Nu Horizons Electronics January 2002 - July 2009
Royal BodyCare, Inc. February 2001 - June 2001
The Ingersoll Company November 1997 - January 2001
Skills
Microsoft Office, AS/400, Salesforce.com, Account Management, Leadership, Sales Management, Customer Service, Team Building, Project Coordination, Software Documentation, CRM, Operations Management, Quality Assurance, Analysis, Mortgage Lending, Finance, Budgets, Sales, SharePoint, Outlook, Marketing, Recruiting, Microsoft Excel, Management, Training, Process Improvement, Human Resources, Microsoft Word, PowerPoint
Education
North Garland High School
Texas Lutheran
Bachelor of Arts (B.A.), Communication and Media Studies
Newbold Advisors 2011 - Present
Bethpage Federal Credit Union October 2010 - June 2011
American Home Mortgage 2006 - 2007
E*Trade May 2001 - June 2005
E*TRADE Financial 2001 - 2005
Hinton Mortgage Company/The Adair Advisory Group 1981 - 2001
Skills
Mortgage Lending, Market Risk
Education
The University of Memphis 1972 — 1976
BBA, International Business
Bank of America January 2015 - Present
Newbold Advisors 2013 - February 2015
JPMorgan Chase April 2008 - July 2012
ResMAE Mortgage Corporation July 2007 - April 2008
Option One Mortgage January 1998 - July 2007
OPTION ONE MORTGAGE CORPORATION January 1998 - July 2007
Option One Mortgage January 1998 - July 2007
FIRST UNION BANK January 1997 - January 1998
ASSOCIATES FINANCIAL SERVICES January 1989 - January 1997
Associates Financial Services 1989 - 1997
Skills
Mortgage Banking, Risk Management, Loans, Program Management, Sales Operations, Management, Change Management, Mortgage Lending, Underwriting, Quality Assurance, Leadership, Project Management, Asset Management, Compliance, Credit, Operations Management, Loan Origination, Financial Services, Team Building, Analysis, Management Consulting, Financial Risk, Loss Mitigation, PMO, Business Development, Process Improvement
Education
UC Irvine
Project Management
Ohio State 1986 — 1988
PROCSI
Certificate, Change Management Methodology
NVR, Inc. March 2014 - Present
Newbold Advisors October 2013 - February 2014
McLean Mortgage Corporation September 2012 - September 2013
Pinnacle Capital Mortgage April 2011 - September 2012
NetMore America, Inc February 2009 - February 2011
World Alliance Financial, dba Senior Lending Network February 2008 - November 2008
American Brokers Conduit May 2002 - January 2008
Washington Mutual June 2000 - May 2002
Bank of America 1997 - 2000
TMC Mortgage 1989 - November 1997
Skills
Policy, Executive Management, Leadership, Strategic Planning, Real Estate Financing, Account Management, Process Improvement, Government Loans, Process Design, Banking, Business Analysis, Due Diligence, FHA, Loan Origination, Loans, Management, Microsoft Excel, Mortgage Banking, Mortgage Lending, Negotiation, New Business Development, Operations Management, Residential Homes, Residential Mortgages, Start-ups, Team Building, Training, VA loans, Management Consulting, Financial Services, Consulting
Education
University of Maryland University College 1981 — 1983
Business Administration
Western Michigan University 1975 — 1978
Business Administration
Flint Central High School 1973 — 1975
Elite Capital October 2012 - Present
Great Western May 2014 - February 2015
Fannie Mae October 2010 - October 2012
Newbold Advisors April 2009 - October 2010
Priority Real Estate January 2000 - April 2009
Skills
Management, Mortgage Underwriting, Mortgage Servicing, Mortgage Lending, Mortgage Modification, Mortgage Insurance, Real Estate, Real Estate Financing, Real Estate Marketing, Real Estate Negotiating, Customer Service, Marketing, Marketing Communications, Social Media Marketing, Microsoft Office, Loss Mitigation, Mortgage Banking, Loan Servicing, Loan Origination, Refinance, Consumer Lending, Loans, Residential Mortgages, Finance, Portfolio Management, Commercial Mortgages, Financial Services, FHA, Commercial Real Estate, Real Estate Transactions, Foreclosures, Asset Management
Education
University of North Texas 2007 — 2008
Bachelor's Degree, Applied Technology & Management, 3.5 GPA Dean's List
Texas Tech University 1992 — 1996
BA, Communication Studies
Newbold Advisors January 2012 - Present
Self-employed January 2010 - Present
Hugs Across the County September 2010 - Present
Jaffe PR 1995 - 1998
Ketchum 1989 - 1995
Skills
Media Relations, Fundraising, Non-profit Leadership, Nonprofits, Community Organizing, Community Service, Writing, Public Relations
Education
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Communication and Media Studies
Brenda Clem Consulting, LLC May 2011 - Present
Newbold Advisors January 2012 - June 2013
Equifax January 2011 - May 2011
Fifth Third Bank September 2010 - December 2010
Fifth Third Bank April 2005 - September 2010
Fifth Third Bank August 2003 - April 2005
Fifth Third Bank June 2002 - August 2003
PCFS Financial Services 1996 - 2002
PCFS Financial Services, a division of Provident Bank 1996 - 2002
Skills
Risk Management, Secondary Market, Investor Relations, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, Warehouse Lending, Loss Mitigation, Underwriting, FHA, Credit, Mortgage Servicing, Banking, Credit Risk, Credit Analysis, Portfolio Management, Mortgage Underwriting, Financial Risk, Commercial Lending, Financial Services, Due Diligence, Asset Managment, Asset Management, Business Development, Process Improvement, Executive Management, Relationship Management, Loan Servicing, Finance, Management Consulting, Operational Improvement, Operational Turnaround, Management, Refinance, Leadership, Strategy, Consumer Lending, Commercial Mortgages, Funding, Securitization, MBS, Operational Risk..., Capital Markets, USDA, VA loans, FHA financing, Mortgage Marketing, Valuation
Education
University of Cincinnati 1979 — 1984
Freddie Mac November 2013 - Present
Newbold Advisors August 2012 - October 2013
Freddie Mac October 2011 - August 2012
FANNIE MAE April 2011 - August 2011
OST, Inc. May 2009 - March 2010
Chase March 2008 - May 2009
Wachovia July 2007 - March 2008
CM IT Solutions of Northern Delaware December 2005 - February 2007
Mars, Inc July 1997 - August 2005
Skills
Program Management, Process Improvement, Change Management, Budgets, Contract Negotiation, Strategic Technology..., Programme Governance, PMP, PMO, SDLC, Project Portfolio..., Vendor Management, MS Project, Project Management, Requirements Analysis, Business Analysis, IT Management, Resource Management, Software Project..., Visio, Integration, Data Warehousing, Leadership, Risk Management, Business Intelligence, Outsourcing, Strategy, Business Process...
Education
Temple University 1995 — 1997
MBA, International Business
Temple University 1988 — 1990
BBA, Computer and Information Sciences
University of Louisiana at Lafayette 1985 — 1988
Computer Science
nextSource September 2014 - Present
University of Dallas May 2012 - Present
Newbold Advisors May 2012 - September 2014
The LoBue Group 2007 - May 2012
CitiFinancial International 2003 - 2007
CitiFinancial 2000 - 2003
United States Auto Club 1998 - 2000
Associates Credit Card 1991 - 1998
Skills
Strategy, Business Planning, Financial Services, Management, Risk Management, Management Consulting, Change Management, Finance, Strategic Planning, Financial Analysis, Due Diligence, Process Improvement, Business Strategy, Business Process, Business Analysis, Banking, Leadership, Customer Experience, Operations Management, Program Management, Vendor Management, Credit Cards, Call Centers, Business Process..., Analysis, Business Process..., CMA, Process Engineering, Microsoft CRM, Financial Reporting, Microsoft Office, Outsourcing, Core Banking, Quality Management, Compliance Management
Education
Texas Christian University
Bachelor's Degree, Finance
The University of Dallas
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Newbold Advisors March 2014 - October 2014
Genpact Mortgage Services March 2012 - May 2013
UTLS Default Services ( formerly LandAmerica OneStop DS) May 2010 - April 2011
Acqura Loan Services March 2007 - May 2010
Skills
Loss Mitigation, Risk Management, Loan Modifications, Mortgage Underwriting, Short Sales, Collections, Loan Servicing, Loan Origination, Managerial Experience, Strategic Planning, Credit, Foreclosures, Loans, Management, Mortgage Lending, Mortgage Servicing, Real Estate, Underwriting, Funding, Mortgage Banking, Investors, Residential Mortgages, HAMP, Refinance, Default, Finance, FNMA, FHA, Credit Analysis, Asset Management, VA Loans, Bankruptcy, Training, Portfolio Management, Financial Services, Call Centers, FHLMC, LPS, Reverse Mortgages, Due Diligence, Financial Analysis, Escrow, Relationship Management, Government Loans, Title Insurance, Closings, First Time Home Buyers, FHA Financing, LPS Desktop
Education
Texas State Technical College 1997 — 1998
Electromechanical Engineering
Nacogdoches High School 1994 — 1997
General, General Studies
AnnieMac Home Mortgage January 2013 - Present
SBW Advisors, LLC October 2008 - Present
Mortgage Xperts October 2011 - Present
Newbold Advisors May 2010 - Present
ICS Risk Advisors May 2011 - March 2012
Precision Loan Solutions, LLC May 2010 - April 2011
Mortgage Banking Solutions September 2008 - April 2009
Gateway Funding October 2007 - May 2008
Sterling Eagle Mortgage October 2006 - September 2007
Commerce Bank January 2004 - August 2006
Skills
Mortgage Banking, Analysis, Servicing, Mortgage, Business Strategy, PowerPoint, Hedging, Financial Reporting, Excel, Word, Outlook, Mortgage Lending, FHA, Financial Analysis, Refinance, Budgeting, Mortgage Industry, Accounting, VA, Loans, Forecasting, Financial Modeling, Loan Origination, Conventional, Microsoft Office, Business Planning, Loan Servicing, Budgets, Microsoft Excel, Microsoft Word, Risk Management, Mergers & Acquisitions, Leadership, Due Diligence, Portfolio Management, Credit, Finance, Financial Services, Real Estate, Management Consulting, Business Analysis, Executive Management, Process Improvement, Strategy, Underwriting, Management, Banking, Sales, Financial Risk, Valuation
Education
University of Delaware 1975 — 1979
BSBA, Business - Finance
Seeking a New Opportunity June 2013 - Present
Newbold Advisors November 2012 - Present
McKesson 2003 - 2011
EYT (Ernst and Young Technologies) 2000 - 2003
Fannie Mae 1991 - 2000
Citicorp POS Information Services 1989 - 1991
Cadware Inc. 1988 - 1989
Summagraphics/Summa Tech 1985 - 1988
Summagraphics 1981 - 1985
Skills
Technology Planning, Healthcare Technology, IT Strategy, IT Governance, IT Management, Enterprise Architecture, Vendor Management, Technology Integration, SDLC, Project Portfolio..., Disaster Recovery, ITIL, Data Center, Acquisition Integration, CIOs, Information Technology, CTO, Applications Software..., ERP, Leading..., Leading Organizational..., Software Development, Infrastructure..., Building Relationships, Bilingual, Financial Services, Change Management, Executive Management, Process Improvement, Management, Program Management, Integration, Business Intelligence, Consulting, Governance, Team Building, Project Management, Leadership, Security, Networking, Mergers & Acquisitions, Outsourcing, PMO, IT Operations, PMP, Project Delivery, Project Planning, Team Management, Business Process, Managed Services
Education
University of Bridgeport
Bachelor of Science (B.S.)
Fay Servicing, LLC 2014 - Present
ServiceLink August 2013 - December 2014
Hilltop Consultants October 2012 - January 2013
REDC 2013 - 2013
Newbold Advisors February 2012 - November 2012
Carlisle and Gallagher October 2011 - January 2012
Dyck Oneal April 2010 - April 2011
None December 2008 - April 2009
Professional Packaging Solutions August 2007 - December 2008
Medtronic 2001 - 2007
Skills
Credit Analysis, Credit Control, Collections Management, Collection Specialist, International Credit..., Collection Analysis, Financial Analysis, Credit Mangement, International Credit..., Credit risk, Mortgage analysis, mortgage audit, Risk Management, Commercial Mortgages, Residential Mortgages, Accounts Receivable, Accounting Analysis, MERS Analysis, Auditing, Analysis, Credit Risk, Management, International Credit, MERS, Credit
Education
University of Rhode Island - College of Business Administration 1980 — 1985
Bachelors, Accounting
Highland High School
Buckley Advisors, LLC, Serving the Banking & Mortgage Banking Industies Nationwide April 2007 - Present
Atlantic Coast Bank June 2010 - December 2010
Newbold Advisors August 2010 - November 2010
USAA August 2010 - November 2010
ResMac, Inc February 2010 - June 2010
Green Planet Mortgage, LLC October 2007 - May 2009
PLANET FINANCIAL GROUP, LLC (Holding Company) October 2007 - May 2009
GREEN PLANET MORTGAGE, LLC October 2007 - May 2009
Solutions Funding July 2006 - April 2007
Bayview Financial March 2006 - June 2006
Skills
FHA, Sales, Call Center, Prime, Mortgage Lending, Mortgage Banking, Start-ups, Loans, Loan Origination, Underwriting, Finance, Banking, Consulting, Lean Six Sigma, Mortgage Servicing, Lean Process Improvement, USDA Rural Housing, VA Lending, Operational Process..., Leadership, Team Building, Myers-Briggs Certified, USDA, CRM, Sales Management, Loss Mitigation, Training, Business Planning, Residential Mortgages, Valuation, Management, Financial Services, Analysis, Call Centers, Credit, Budgets, Executive Management, Process Improvement, Risk Management, Financial Analysis, Real Estate, Recruiting, Credit Analysis, Mergers & Acquisitions, Portfolio Management, Entrepreneurship, Refinance, VA Loans, Investments, Strategic Planning
Education
University of North Florida 2013 — 2013
Black Belt, Lean Six Sigma, 4.0
University of North Florida 2012 — 2013
Lean Six Sigma - Green and Black Belt Training, Lean Six Sigma - Green Belt, 4.0
Center for Application of Psychological Type 2012 — 2012
Certification, MBTI - Certified Practitioner, 3.5
Florida State College at Jacksonville 2007 — 2008
Aviation Management, 4.0
Quaker City Aeronautics Institute 1981 — 1983
Associate of Science (AS), Aviation Technology, 3.95
Cherry Hill West 1976 — 1980
Diploma, Liberal Arts
Newbold Advisors May 2015 - Present
Cermak and Associates January 2006 - Present
Guidance Residential November 2014 - March 2015
Price Waterhouse Coopers April 2010 - September 2010
New South Federal Savings Bank December 1999 - December 2005
Associates Home Equity Services, Inc. February 1999 - October 1999
Fleet Finance 1994 - 1997
Recoll Management Corporation / Fleet Financial Group 1991 - 1994
Skills
Loss Mitigation, Credit Risk, Portfolio Management, Loan Servicing, Loans, Call Center..., Compliance, Investor Relations, Risk Management, Mortgage Lending, Banking, Mortgage Servicing, Loan Origination, Mortgage Banking, Mergers & Acquisitions, Financial Services, Financial Risk, Business Planning, Process Improvement, Capital Markets, Call Centers, Finance, Credit, Investments, Auditing, Analysis, Underwriting, Vendor Management, Valuation, Relationship Management, Leadership, Business Process..., Management, Credit Analysis, Strategy, Real Estate, Business Process..., HAFA, HAMP, Residential Mortgages, Management Consulting, Executive Management, Asset Management
Education
Herbert V. Prochnow Graduate School of Banking 1980 — 1982
Business
University of Oklahoma 1970 — 1974
Bachelors, Business / Finance
Newbold Advisors June 2013 - Present
AggiEstates Rentals August 1998 - Present
Sogeti November 2010 - May 2013
Cameron January 2010 - August 2010
Cameron International May 2008 - April 2010
Cameron International May 2008 - January 2010
Cameron International July 2006 - May 2008
Brenham Wholesale Grocery 2005 - 2006
Hewitt associates 2004 - 2005
Landata 2002 - 2004
Skills
Process Improvement, Business Analysis, Six Sigma, Project Management, Change Management, Visio, Business Process..., MS Project, SAP, Requirements Analysis, SDLC, Operations Management, Business Process, Quality Assurance, Software Project..., Project Planning, Business Intelligence, Agile Methodologies, Lean Manufacturing, Program Management, Account Management, Strategic Planning, Leadership, Management, ERP, Consulting, Business Planning, Governance, IT Strategy, Recruiting, Vendor Management, Outsourcing, Lean Six Sigma, Microsoft Project, Mentoring, Strategic Thinking
Education
Texas A&M University 1995 — 2000
BBA, Information & Operations Management
OST, Inc. June 2015 - Present
Solutionstar Realty Services April 2013 - February 2015
Newbold Advisors 2012 - December 2012
Carlisle & Gallagher Consulting Group 2011 - 2012
SourceCheck 2008 - 2011
The Dallas Morning News July 2004 - February 2008
Anderson Engineers, Inc. 1983 - 2008
Proxy Communications 2001 - 2002
Proxy Communications 1990 - 2000
Celanese 1994 - 1998
Skills
Multilingual, Customer Relations, Microsoft Office, Bilingual-Spanish, Customer Service, Human Resources, Accounting, Finance, Administrative..., Operations Management, Process Improvement, Business Analysis, Program Management, Quality Assurance, Multilingual..., Project Management, Leadership, Strategy, Bilingual-English/Spanis..., Management, Training, Mortgage Lending, Credit, Loans, SharePoint, Business Planning, Risk Management, Loan Servicing, Banking, Analysis, Time Management, Business Process..., Auditing, Financial Analysis, Employee Benefits, Accounts Receivable, Loss Mitigation, Interviews, Managerial Finance, Team Building, Vendor Management, Management Consulting, Access, Strategic Planning, Financial Services, Change Management, CRM, Mortgage Banking, Team Leadership, Mortgage Servicing
Education
University of Illinois at Urbana-Champaign
Ph.D., Spanish, Linguistics, Education
University of Iowa
BA, Spanish, Linguistics, Education
Nationstar Mortgage June 2015 - Present
Boston Portfolio Advisors, Inc. December 2013 - September 2014
Small Business Administration February 2013 - May 2013
Solomon Edwards Group January 2012 - January 2013
Newbold Advisors September 2011 - December 2011
Fannie Mae August 2010 - August 2011
Mortgage Guarantee Insurance Services-MGIC May 2008 - June 2010
Education
Texas Tech University 2015 — 2017
Bachelor of Arts (B.A.), Human Development and Family Studies
Christ for the Nations College
Associate of Arts, Theology & Counseling Degree
Allstate Insurance Medical Claims Office February 2015 - Present
PRA USA GROUP October 2014 - Present
Fidelity National Information Services May 2014 - October 2014
Newbold Advisors February 2014 - April 2014
Recovco Mortgage Management July 2013 - February 2014
Fannie Mae August 2012 - June 2013
SolomonEdwardsGroup November 2011 - July 2012
Vantium Capital Inc March 2011 - November 2011
JPMorgan Chase August 2010 - March 2011
Wachovia, A Wells Fargo Company July 2009 - July 2010
Skills
Forensic Underwriting, Internal Audit, Quality Assurance, Fraud, Loss Mitigation, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Credit, Loans, Loan Servicing, Mortgage Servicing, Loan Origination, Credit Analysis, Banking, Risk Management, Residential Mortgages, Credit Risk, FHA, Financial Analysis, Financial Risk, Refinance, Due Diligence, Retail Banking, Portfolio Management, Securitization, Consumer Lending, Funding, Analysis, Valuation, Finance, Operational Risk..., Underwriting, Asset Management, Operational Risk, Insurance, Auditing, Financial Services, Commercial Lending, Investments, Real Estate, Default, Commercial Banking, Commercial Mortgages, Foreclosures, Home Equity Loans, Investment Properties, VA loans, FHA financing, Loan Modifications
Education
Concordia College & University 1998 — 2000
Bachelor of Business Administration (BBA), Banking and Financial Support Services, 3.75
University of Arkansas at Pine Bluff 1991 — 1996
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services, 3.5
Younger Partners November 2014 - Present
Dunhill Partners April 2013 - July 2014
Newbold Advisors April 2012 - July 2013
Nationstar Mortgage March 2011 - April 2012
Skills
Analysis, Microsoft Office, Teamwork, Customer Service, Business Development, Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Argus Modeling, Yardi Property..., Photoshop
Education
Texas Tech University - Rawls College of Business 2007 — 2010
Bachelor of Business Administration (BBA), Management
Newbold Advisors July 2014 - Present
Saxon Mortgage May 2010 - May 2012
Saxon Mortgage May 2010 - May 2012
Chrysler Financial March 2009 - February 2010
Randstad@Kaiser Permanente May 2008 - September 2008
Blockbuster, Inc February 2007 - March 2008
Tarrant County Appraisal District April 2006 - February 2007
NOVO 1 September 2005 - April 2006
Old Navy September 2004 - January 2005
Saddle Creek/DelMonte April 2004 - September 2004
Skills
Training, Microsoft Excel, Quality Assurance, Access, Testing, Management, Integration, Troubleshooting, SQL, Call Centers, Customer Service, Unix, Human Resources, Oracle, Quality Center, XML, Sales, Regression Testing, Java, HTML, PowerPoint, Microsoft Word, Accounting, MSP, Fiserv, Default, Foreclosure, Loss Mitigation, Collections
Education
University of North Texas 1999 — 2014
Bachelor of Arts (B.A.), Spanish
Remington College 2004 — 2006
Associates Degree of Applied Science, Business Information Systems
Kelly Consulting July 2014 - Present
Newbold Advisors December 2014 - Present
Meridian Technologies February 2015 - April 2015
Bridgeforce September 2014 - November 2014
Bank of America August 2011 - July 2014
UnitedTech Lender Services June 2010 - August 2011
Nationstar Mortgage April 2001 - March 2010
Earlier Career October 1990 - April 2001
Skills
Banking, Mortgage Lending, Mortgage Banking, Leadership, CRM, Vendor Management, Management, Loans, Strategy, Loan Origination, Loss Mitigation, Credit, Business Development, Strategic Planning, Training, Finance, Sales, Risk Management, Underwriting, Executive Management, Start-ups, Call Centers, Portfolio Management, Operations Management, Team Leadership, Refinance, Analysis, FHA, Budgets, Program Management, Change Management, Project Management, New Business Development, Forecasting, Sales Management, Mortgage Servicing, Call Center, Marketing, Selling, Default, Recruiting, Investment Properties, Business Process..., Loan Servicing, Customer Retention, Sales Operations, Sales Process, Operational Risk..., Contract Negotiation, Contract Management
Education
Towson University 1978 — 1983
Bachelor of Science, Business Administration, Concentrations in Management & Marketing
Towson Senior High 1975 — 1978
Newbold Advisors 2012 - Present
Alongi Consulting 2009 - 2011
GE Capital - Mortgage Services 1997 - 2009
Skills
Project Management, Mortgage Servicing, Budget Forecasts, Operations Management, Operations Integration, Operations Control, Shutdown, Vendor Management and..., Management, Mortgage Lending, Forecasting, Accounting, Analysis, Finance, Loan Servicing, Human Resources, Internal Controls, Portfolio Management, Budgets
Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General
University of Redlands 2004 — 2006
Master of Business Administration (MBA)
Santander Consumer USA Inc. May 2014 - Present
Santander Consumer USA Inc. May 2014 - Present
Newbold Advisors September 2013 - January 2014
JPMorgan Chase May 2011 - March 2013
Bank of America November 2010 - February 2011
Ricoh Business Solutions August 2008 - June 2010
Skills
Leadership, Outlook, Customer Service, Customer Satisfaction, Time Management, Microsoft Excel, Salesforce.com, Office Equipment, Microsoft Office, Microsoft Word, Lotus Notes, Access, Fax, Team Building, Training, Account Management, Data Entry, Telephone Skills, Human Resources, Invoicing, Accounts Receivable, PowerPoint, Administrative..., Call Centers, Photocopier, Mortgage Banking, Mortgage Underwriting, Quality Assurance, Loss Mitigation, Hands-on Training, Loan Servicing, Loan Modifications, Credit, Finance
Education
University of Phoenix 2010 — 2014
Associate's Degree, Criminal Justice and Corrections
Seeking Next Opportunity July 2015 - Present
eSolutionsFirst January 2015 - June 2015
SyApps LLC July 2014 - December 2014
Gabala Financial Services March 2014 - July 2014
Newbold Advisors August 2012 - February 2014
Fannie Mae November 2010 - July 2012
The ACI Group, Inc. November 2010 - November 2010
Gabala Financial Services March 2009 - November 2010
Jefferson Wells International January 2006 - March 2009
US Airways October 1998 - December 2005
Skills
Business Process..., Management Consulting, Strategic Financial..., PMP, PMO, Managerial Finance, SDLC, Six Sigma, IT Outsourcing, Financial Analysis, Negotiation, Business Transformation, Restructuring, IT Management, SharePoint, PowerPoint, Project Server, Corporate Finance, MS Project, Chapter 11, Secured Transactions, Project Web Access, PMBOK, Full SDLC, International Finance, CPA, Certified Lean, MBA, IT contract negotiation, Third Party Vendor..., Outsourcing Management, Nearshore, Deal Shaping, Large Deals, C-Level Relationships, Outstanding..., Highly detail oriented, Proactive self-starter, Commitment to Quality, Business Savvy, Record Of Success, IFRS, IT Financial Management, ClearQuest, Adobe Acrobat, Business Intelligence, Agile Project Management, Planview Enterprise, Version One, Scrum Master
Education
The George Washington University - School of Business 1986 — 1990
Master of Business Administration (M.B.A.), International Business - Finance
Villanova University
Certificate, Lean Six Sigma
Villanova University
Certificate, Lean Six Sigma Black Belt
Wofford College
Bachelor's Degree, Economics
zIngenuity, Inc. July 2013 - Present
Newbold Advisors May 2010 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning
Education
Southwest High School
Tarrant County College
TechMoxie September 2013 - Present
Newbold Advisors April 2012 - September 2013
Fannie Mae February 1991 - April 2012
Melrod, Redman & Gartlan 1988 - 1991
Skills
Technology Education, Social Media, Curriculum Design, Risk Management, Due Diligence, Management, Executive Management, Leadership, Corporate Governance, Operational Risk, Loan Servicing, Credit Risk, Strategy, Policy, E-commerce, Bankruptcy, Legal Writing, Risk Assessment, Operational Risk..., Privacy Law, Loss Mitigation, Consumer Law, Process Improvement, Litigation Management, Employment Law, Enterprise Risk...
Education
The Catholic University of America, Columbus School of Law 1985 — 1988
J.D., Law
University of Massachusetts, Amherst 1980 — 1984
B.A., Political Science
Newbold Advisors July 2010 - Present
IBM Seterus, Inc. 2011 - 2011
Payment Services January 2007 - August 2010
HSBC May 2006 - June 2007
Marriott Vacation Club International September 2004 - April 2006
Fiserv - Mortgage Servicing May 2002 - August 2004
Market Street Mortgage Corp January 1991 - April 2002
Cental Pacific Mortgage 1987 - 1991
Skills
Credit, Banking, Process Improvement, Mortgage Banking, Vendor Management, Leadership, Management, Training, Business Process, Portfolio Management, Change Management, Budgets, Financial Services, Auditing, Finance
Education
University of South Florida
Bachelor of Arts Degree, Major of Accounting
Strategic Consulting Services 2013 - Present
RBS Citizens 2011 - 2013
Newbold Advisors 2011 - 2012
SunTrust Bank 1998 - 2011
Skills
Financial Executive, Regulatory compliance, Banking, Investment Banking, Mortgage Banking, Training, Credit, Mortgage Lending, Risk Management, Structured Finance, Credit Risk, Capital Markets, Mergers & Acquisitions, Finance, Due Diligence, Secondary Market, Portfolio Management, Securitization, Financial Risk, Loans, Credit Analysis, Financial Services, Investments, Underwriting, Operational Risk, Asset Management, Commercial Lending, Loan Origination, Securities, Operational Risk..., Fixed Income, Consumer Lending, Cash Management, Financial Analysis, Financial Modeling, Retail Banking, Valuation, Loss Mitigation, Commercial Banking, Relationship Management, Executive Management, Financial Structuring, Strategic Financial..., Enterprise Risk..., AML, Residential Mortgages, Small Business Lending, Treasury Management, Mortgage Servicing, Credit Cards
Education
University of Richmond
Master of Business Administration (M.B.A.)
Western Kentucky University
BS, Accounting
eGlobalTech July 2015 - Present
Newbold Advisors February 2015 - June 2015
Newbold Advisors August 2014 - December 2014
Newbold Advisors July 2012 - June 2014
InScope International October 2011 - June 2012
Newbold Advisors June 2010 - October 2011
DMS International February 2009 - May 2010
U.S. Department of Housing and Urban Development October 2007 - January 2009
Freddie Mac June 2005 - October 2007
Ajilon January 2004 - June 2005
Education
The Johns Hopkins University - Carey Business School 2002 — 2004
MBA, Finance
Vivekanand Institute of Technology 1984 — 1989
Bachelor, Computer Engineering
Allsec Technologies November 2013 - Present
Newbold Advisors September 2008 - January 2013
Fremont Investment and Loan February 2006 - July 2008
Countrywide Home Loans March 2002 - February 2006
America's Cash Express January 2001 - January 2002
Associates Financial Services September 1979 - January 2001
Skills
Risk Management, Mortgage Lending, Management Consulting, Loss Mitigation, Due Diligence, Mortgage Servicing, Underwriting, Loans, Leadership, Portfolio Management, Credit, REO, Credit Risk, Financial Analysis, Mortgage Banking, Finance, Default, Quality Assurance, Banking, Business Analysis, Financial Services, Foreclosures, Loan Servicing, Short Sales, Vendor Management, Valuation, Accounting, Analysis, Management, Strategic Planning, Relationship Management, Mortgage Underwriting, Credit Analysis, Strategic Financial..., Asset Management, Financial Risk, Process Improvement, Executive Management, Business Process..., Employee Training, Investments, Mergers & Acquisitions, Consumer Lending, Real Estate, FHA, Software Documentation, Insurance, Operational Risk, Refinance, Residential Mortgages
Education
University of Alabama 1977 — 1979
Newbold Advisors March 2015 - May 2015
Bank of America October 2011 - March 2015
Freddie Mac August 2010 - September 2011
Aurora Loan Services March 2003 - August 2010
Bayview Financial Trading Group April 2000 - January 2002
Aurora Loan Services Inc November 1998 - April 2000
First Union May 1994 - October 1998
First Union National Bank November 1994 - March 1998
Skills
Loan Servicing, Mortgage Lending, Financial Modeling, Databases, Structured Finance, Program Management, Portfolio Management, Mortgage Banking, Access, Loans, Management, Banking, Mortgage Servicing, Financial Services, Loan Origination, Residential Mortgages, Process Improvement, Risk Management, Vendor Management, Leadership, Financial Analysis, Business Analysis, Loss Mitigation
Education
University of North Carolina at Wilmington 1988 — 1992
B.S, Business Management
Fannie Mae April 2014 - Present
Newbold Advisors June 2012 - Present
Enlightened, Inc November 2009 - February 2012
VeriSolv Technologies February 2009 - September 2009
Fannie Mae March 2002 - January 2009
Teligent 1999 - 2001
Sprint 1998 - 1999
Cable & Wireless 1989 - 1997
Skills
Change Management, Scrum Leadership, Risk Management, Software Project..., Scrum, SDLC, Team Leadership, Requirements Analysis, Project Management, PMP, Leadership, Integration, Business Process..., Business Analysis
Education
University of Maryland University College 1985 — 1988
Bachelor of Science, Information Systems Management
Paul Smith's College of Forestry 1972 — 1974
AAS, Forestry
Chase 2014 - Present
Purchal CPA, LLC 2013 - 2013
Newbold Advisors 2012 - 2013
Vericrest Financial, Inc. 2011 - 2012
Hudson Advisors / Lone Star Funds 2009 - 2010
T Bank 2008 - 2009
Bear Stearns 2001 - 2007
Bear Stearns 1995 - 2001
Coopers & Lybrand 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Asset Managment, Loan Servicing, Mortgage Servicing, Cash Flow, Mergers, Investments, Credit, Risk Management, Mergers & Acquisitions, Loans, Due Diligence, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Nebraska-Lincoln 1987 — 1990
BS, Accounting and Finance
SAIC February 2013 - Present
Newbold Advisors February 2012 - February 2013
UnitedHealthcare June 2011 - January 2012
Bankers Life and Casualty January 2010 - June 2011
Longview Capital Group June 2009 - January 2010
Merrill Lynch February 2007 - March 2009
AIG 2006 - 2007
Fidelity Investments April 2004 - December 2006
American Express Financial Advisors February 2003 - May 2004
Bank of America March 1997 - October 1998
Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement
Education
University of Colorado at Boulder 1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering
Colorado AeroTech 1995 — 1996
AAS/AOS, Aviation Science
The University of Texas at Arlington 1988 — 1995
Mechanical Engineering, Music
Sam Houston High School 1985 — 1988
Honors/Regents High School/Secondary Diploma Program
HSBC Retail Banking and Wealth Management 2015 - Present
Glasgow Mortgage Advisors, Inc. January 2013 - Present
Newbold Advisors April 2014 - April 2015
OneWest Bank 2012 - July 2013
OneWest Federal Savings Bank December 2009 - December 2011
Glasgow Management Inc. October 2008 - December 2008
JP Morgan Chase June 2008 - September 2008
EMC Mortgage Corporation January 2006 - June 2008
Bear Stearns (EMC Mortgage) September 2005 - December 2005
Avelo Mortgage April 2005 - September 2005
Skills
Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Loss Mitigation, Loan Origination, Credit, Banking, Underwriting, Risk Management, FHA, Portfolio Management, Residential Mortgages, Credit Risk, Financial Services, Credit Analysis, Refinance, Default, Executive Management, Consumer Lending, Management, Commercial Lending, Mergers & Acquisitions, Leadership, Commercial Mortgages, Mortgage Underwriting, VA loans, USDA, Reverse Mortgages, Construction Loans, Real Estate Financing, Real Estate Economics, FHA financing, Mortgage Marketing, Financial Structuring, Financial Risk, Finance, Asset Management, Securitization, Relationship Management, Operational Risk...
Education
The University of Dallas 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Newbold Advisors July 2014 - Present
Bank of America October 2010 - April 2014
Skills
Financial Analysis, Loan Servicing, Compliance, Due Diligence, Auditing, Portfolio Management, Loss Mitigation, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Financial Accounting, Underwriting, Management, AML, Mortgage Lending, Loans, Sales
Education
Texas A&M University-Commerce 1989 — 1992
Criminal Justice/Sociolgy
Texas A&M Commerce
Bachelor of Science (BS), Criminal Justice
Newbold Advisors 2010 - Present
Saxon Mortgage, a division of Morgan Stanley 2007 - 2009
Washington Mutual 2006 - 2007
Washington Mutual 2005 - 2006
Washington Mutual 2004 - 2005
Washington Mutual 2003 - 2004
Washington Mutual 2001 - 2003
PNC Mortgage Corp. of America 1999 - 2001
PNC Mortgage Corp. of America 1997 - 1999
PNC Mortgage Corp. of America 1995 - 1997
Education
University of Illinois at Chicago
BS, Accounting
JPMorgan Chase June 2013 - Present
Newbold Advisors May 2011 - June 2013
Fannie Mae August 2010 - March 2011
Fannie Mae June 2003 - August 2010
Data Direct Technologies 2002 - 2003
Dean and Company 2000 - 2002
Intel Corporation 1999 - 1999
Fannie Mae 1996 - 1998
ERM 1995 - 1996
Combined Technologies, Inc. 1993 - 1995
Skills
Program Management, Budgets, Portfolio Management, Change Management, Financial Modeling, Strategy, Management Consulting, Process Improvement, Financial Analysis, Product Management, Finance, Business Analysis, PMO, Analysis, Management, Strategic Planning, Leadership, PMP, SDLC, Business Strategy, Requirements Analysis, Cross-functional Team..., Project Portfolio..., Software Project..., Business Intelligence, Six Sigma, Managerial Finance, Vendor Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Accounting, Marketing
Newbold Advisors February 2014 - September 2014
Bank of America August 2012 - January 2013
JP Morgan Chase November 2008 - July 2012
Mercedes Benz Financial February 2008 - April 2008
Skills
Scanners, Customer Service, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Digital Photography, Stocks, Image Editing, PowerPoint, InDesign, Financial Services, Digital Imaging, Training, Graphic Design, Software Documentation, Finance, Loans
Education
Texas Woman's University 2004 — 2007
BA, Photography
Texas Woman's University 2004 — 2007
Bachelor of Arts (BA), Photography
Newbold Advisors January 2012 - Present
Member Home Loan November 2010 - January 2012
Vericrest Financial, Inc. November 2009 - September 2010
Fannie Mae May 2009 - August 2009
The Situs Companies 2006 - 2008
Aegis Mortgage 2004 - 2006
JPMorgan Chase 2001 - 2004
GE Capital 1996 - 2001
The Situs Companies 1995 - 1996
Center America Property Trust 1991 - 1995
Skills
Process Improvement, Six Sigma, Mortgage Servicing, Loss Mitigation, Change Management, Financial Analysis, Call Center, Visio, Excel, Word, MS Project, Project Management, Default Management, Process Engineering, Forecasting, Budgeting, Microsoft Office, Microsoft Excel, Finance, Mortgage Lending, Coaching, Business Process, Training, Financial Services, Business Analysis, Business Process..., Budgets, Management, Leadership, Analysis, Program Management, PMO, Outsourcing, Banking, Loans, Risk Management, Project Planning, Financial Reporting, Executive Management, Strategic Planning, Accounting, Team Leadership, Vendor Management, Loan Servicing, Asset Management, Portfolio Management, Project Portfolio..., Financial Risk, Cash Management, Insurance
Education
University of Nebraska at Omaha 1980 — 1982
BSBA, Accounting
The University of Texas at Austin 1977 — 1980
Accounting
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Resources Global Professionals, Addison, TX June 2012 - Present
Newbold Advisors May 2012 - June 2012
Beal Bank - Beal Service Corportation June 2009 - May 2012
Beal Bank 2009 - 2012
ePartner Solutions March 2008 - March 2009
PeopleSoft 1996 - 2000
EDS before it was an HP Company December 1986 - June 1997
Skills
Financial Analysis, Financial Reporting, General Ledger, Cash Management, Process Improvement, Banking, Accounting, Managerial Finance, Internal Controls, Due Diligence, Accounts Payable, Accounts Receivable, Purchasing, Account Management, Department Budgeting, Budget Process, Operating Budgets, Business Process..., Business Analysis, Financial Statements, PeopleSoft, Management, Project Management, SDLC, Leadership
Education
The University of Texas at Arlington 1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
The University of Texas at Arlington - College of Business 1976 — 1981
BBA, Marketing, Accounting
Newbold Advisors November 2014 - Present
Avanade August 2012 - November 2014
Sogeti, Capgemini Inc. August 2001 - August 2012
SQL Systems May 1998 - August 2001
Skills
Cloud Computing, Enterprise Software, Strategy, Business Intelligence, Professional Services, Business Development, Business Analysis, Solution Selling, IT Strategy, Account Management
Education
University of Arizona 1991 — 1996
BS, Finance
Self Employed January 2013 - Present
Newbold Advisors May 2011 - February 2013
American Home Mortgage January 2009 - September 2009
WD Diversity Group May 2008 - May 2009
Saxon Mortgage January 2008 - January 2009
JP Chase May 2006 - June 2007
JP Chase 2006 - 2007
Skills
Loss Mitigation, Financial Services, Vendor Management, Mortgage Banking, Business Analysis, Sales, Credit Cards, Relationship Management, Banking, SDLC, Tax Preparation, Customer Service, Improvisational Comedy, Credit Management, Credit Reports, Debt Management, Debt Settlement, Debt Elimination, Mortgage Underwriting, Mortgage Servicing, Income Tax, Tax Returns, General Insurance, Collections, Skip Tracing, Technical Support
Education
Northlake Community College 2003 — 2003
N/A, Mortgage Banking
University of Louisiana at Monroe 1996 — 1998
N/A, Computer Science
Bank of America May 2011 - Present
JPMorgan Chase November 2010 - February 2011
Newbold Advisors February 2009 - August 2010
Newbold Advisors 2009 - 2010
JPMorgan Chase May 2006 - February 2009
Daimler Chrysler Financial May 2004 - March 2006
st American Real Estate February 2003 - May 2004
Citigroup November 1997 - August 2002
Skills
Professional Mediation, Family Mediation, Radio Television & Film..., Loans, Credit
Education
University of North Texas
BAAS, Radio Television & Film; Organizational Development, and Applied Economics (Mediation
National Oilwell Varco January 2015 - Present
University of Houston August 2012 - Present
Newbold Advisors November 2013 - January 2015
Premier Coil Solutions January 2012 - June 2012
Xtreme Drilling and Coil Services May 2011 - August 2011
Skills
Engineering, Solidworks, Troubleshooting, Manufacturing, Petroleum, Drilling, Oil/Gas, Programming, AutoCAD, Management, Mechanical Engineering, CAD, Microsoft Project, Matlab, Microsoft Excel, PowerPoint, Project Management, Microsoft Word, SolidWorks
Education
The University of Alabama 2007 — 2011
Bachelor's Degree, Mechanical Engineering
University of Houston
Bachelor of Science, Computer Science
Bank of America July 2013 - Present
Newbold Advisors August 2012 - July 2013
Vantium Capital February 2012 - August 2012
Nationstar Mortgage July 2011 - February 2012
Skills
Finance, Microsoft Word
Education
University of Mary Hardin Baylor
Bachelor of Science
Newbold Advisors September 2012 - Present
Bank of America December 2011 - September 2012
Vantium Capital Inc August 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
The University of Texas at Arlington 2001 — 2005
Bank of America January 2011 - January 2013
JP Morgan Chase November 2010 - February 2011
Newbold Advisors February 2009 - August 2010
Newbold Advisors February 2009 - August 2010
Newbold Advisors February 2009 - August 2009
JPMorgan Chase January 2006 - January 2009
Daimler Chrysler Financial January 2004 - January 2006
1st American Real Estate January 2003 - January 2004
Skills
Compliance, Risk Management, Collections, Mediation, Family Mediation, Alternative Dispute..., Default Management, Quality Auditing, Loan Modification, Client Relations, Customer Relations, Mortgage Servicing, Quality Control, Loss Mitigation, Business Communications, Call Centers, Accounting, Loans, Mortgage Lending, Real Estate, Banking, Finance, Portfolio Management, Credit, Financial Analysis, Customer Service, Financial Services, Management, Mortgage Banking
Education
University of North Texas
Bachelor of Applied Arts
University of North Texas
Alternative Dispute Resolution
University of North Texas
Family Mediation