Oak Street Mortgage
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Oak Street Mortgage Employees
Employee
Years
Job
Industry
Nathan Britsch Nathan Britsch's Oak Street Mortgage Experience June 2005 - December 2005
Job Compliance Manager at Perl Mortgage
Industry Banking
Experience
Perl Mortgage February 2015 - Present
Wintrust Mortgage August 2014 - February 2015
Perl Mortgage July 2011 - August 2014
Wells Fargo Home Mortgage November 2010 - May 2011
PNC Mortgage July 2010 - November 2010
Market Place Mortgage Corp. January 2010 - July 2010
Edward Jones June 2008 - December 2009
Smart Mortgage Centers, Inc. December 2005 - June 2008
Oak Street Mortgage June 2005 - December 2005
Lending Solutions March 2003 - February 2005
Skills
Mortgage Lending, Management, Consumer Lending, Quality Control, Mortgage Banking, FHA financing, Compliance, Mortgage Underwriting, Condos, Fair Housing Law, RESPA, FHA, Residential Mortgages, Loan Origination, VA loans, USDA, Credit Analysis, Credit, Refinance, Loss Mitigation, Banking, Finance, Reverse Mortgages, Non-Conforming, Funding, Certified Mortgage..., Construction Loans, Loan Servicing, Commercial Lending, FHA Financing
Education
Northern Illinois University 2000 — 2004
Music, Recording
Perl Mortgage February 2015 - Present
Wintrust Mortgage August 2014 - February 2015
Perl Mortgage July 2011 - August 2014
Wells Fargo Home Mortgage November 2010 - May 2011
PNC Mortgage July 2010 - November 2010
Market Place Mortgage Corp. January 2010 - July 2010
Edward Jones June 2008 - December 2009
Smart Mortgage Centers, Inc. December 2005 - June 2008
Oak Street Mortgage June 2005 - December 2005
Lending Solutions March 2003 - February 2005
Skills
Mortgage Lending, Management, Consumer Lending, Quality Control, Mortgage Banking, FHA financing, Compliance, Mortgage Underwriting, Condos, Fair Housing Law, RESPA, FHA, Residential Mortgages, Loan Origination, VA loans, USDA, Credit Analysis, Credit, Refinance, Loss Mitigation, Banking, Finance, Reverse Mortgages, Non-Conforming, Funding, Certified Mortgage..., Construction Loans, Loan Servicing, Commercial Lending, FHA Financing
Education
Northern Illinois University 2000 — 2004
Music, Recording
Stuart Wilson Stuart Wilson's Oak Street Mortgage Experience October 2004 - December 2005
Job Infrastructure and Commercial Rehab Project Mgr at Uretek ICR Gulf Coast
Industry Construction
Experience
Uretek ICR Gulf Coast September 2013 - Present
Compliance Resources Inc April 2006 - June 2013
Andora Mortage Group, Shenandoah, TX January 2005 - April 2006
Oak Street Mortgage October 2004 - December 2005
Axiom Financial Services June 2003 - October 2004
Conseco Financial Services July 2002 - April 2003
Aim Mutual Funds October 1999 - March 2002
Rita's bar and grill August 1995 - January 1996
Skills
Environmental Compliance, Environmental..., Environmental Consulting, Environmental Awareness, Water Quality, Environmental Science, Customer Service, Stormwater Management, Regulatory Requirements, GIS, ArcGIS, Land Development, Water Resources, Account Management, Team Building, Environmental Permitting, Strategic Planning, Business Strategy, New Business Development, Contract Negotiation, Microsoft Office, Environmental Policy, Environmental Education, Climate Change, Field Work, Spatial Analysis, EHS, Environmental Planning, Phase I, Cartography, Ecosystem Services, Environmental Issues, Conservation Issues, Water, Sustainability, Ecology, Remediation, Environmental Impact..., Water Management, Waste Management, Water Supply, Environmental..., Hydrology, Soil, Storm Water Pollution..., Municipalities, Concrete, Sewer, Cold Calling, SWPPP
Education
Stephen F. Austin State University 1992 — 1999
Bachelor of Science (BS), environmental science
AIMS Bartending School 1995 — 1995
Bartending/Bartender
Jakarta international school 1988 — 1992
high school diploma, na
Uretek ICR Gulf Coast September 2013 - Present
Compliance Resources Inc April 2006 - June 2013
Andora Mortage Group, Shenandoah, TX January 2005 - April 2006
Oak Street Mortgage October 2004 - December 2005
Axiom Financial Services June 2003 - October 2004
Conseco Financial Services July 2002 - April 2003
Aim Mutual Funds October 1999 - March 2002
Rita's bar and grill August 1995 - January 1996
Skills
Environmental Compliance, Environmental..., Environmental Consulting, Environmental Awareness, Water Quality, Environmental Science, Customer Service, Stormwater Management, Regulatory Requirements, GIS, ArcGIS, Land Development, Water Resources, Account Management, Team Building, Environmental Permitting, Strategic Planning, Business Strategy, New Business Development, Contract Negotiation, Microsoft Office, Environmental Policy, Environmental Education, Climate Change, Field Work, Spatial Analysis, EHS, Environmental Planning, Phase I, Cartography, Ecosystem Services, Environmental Issues, Conservation Issues, Water, Sustainability, Ecology, Remediation, Environmental Impact..., Water Management, Waste Management, Water Supply, Environmental..., Hydrology, Soil, Storm Water Pollution..., Municipalities, Concrete, Sewer, Cold Calling, SWPPP
Education
Stephen F. Austin State University 1992 — 1999
Bachelor of Science (BS), environmental science
AIMS Bartending School 1995 — 1995
Bartending/Bartender
Jakarta international school 1988 — 1992
high school diploma, na
Mia Witzenman's Oak Street Mortgage Experience 2004 - 2007
Job Strategic Account Director at Avant Healthcare
Industry Marketing and Advertising
Experience
Avant Healthcare September 2013 - September 2014
Avant Healthcare Marketing June 2010 - September 2013
BD&A March 2007 - June 2010
Oak Street Mortgage 2004 - 2007
Skills
Account Management, Marketing, Marketing Strategy, Project Management, Event Planning, Recruiting, Project Planning, Management, Customer Service, Salesforce.com, Social Media Marketing, Sales, Email Marketing, Marketing Communications, Brand Management, New Business Development
Education
Purdue University - Krannert School of Management 2000 — 2004
Purdue University 1999 — 2004
Avant Healthcare September 2013 - September 2014
Avant Healthcare Marketing June 2010 - September 2013
BD&A March 2007 - June 2010
Oak Street Mortgage 2004 - 2007
Skills
Account Management, Marketing, Marketing Strategy, Project Management, Event Planning, Recruiting, Project Planning, Management, Customer Service, Salesforce.com, Social Media Marketing, Sales, Email Marketing, Marketing Communications, Brand Management, New Business Development
Education
Purdue University - Krannert School of Management 2000 — 2004
Purdue University 1999 — 2004
McLean Lutz McLean Lutz's Oak Street Mortgage Experience March 2005 - March 2006
Job Engineering/Finance
Industry Mechanical or Industrial Engineering
Experience
Ensign Energy Services August 2014 - January 2015
Various July 2006 - August 2014
Oak Street Mortgage March 2005 - March 2006
Town & Country Credit July 2004 - March 2005
Securities America, Inc. Member FINRA/SIPC January 2002 - March 2004
Morgan Stanley January 2001 - December 2002
Washington Mutual July 2000 - January 2001
BBVA Compass March 1999 - May 2000
Financial Business Group/WMA Securities January 1997 - March 1999
Jack Roach Ford July 1993 - December 1996
Skills
Asset Management, Management, Customer Service, 3D Modeling, Account Management, Estate Planning, AutoCAD, AVEVA PDMS, Autodesk Inventor Pro, AutoCAD Plant 3D, Sales, Retirement Planning, Mutual Funds, Insurance, Employee Benefits, Fixed Annuities, 401k Rollovers, Pipe, Process Design, Skid Design, Valves, Instrumentation, Vessels, Structural Design, Architectural Design, Leadership, Portfolio Management, Golf, Stocks, Equities, Investment Strategies, Bonds, IRAs, Variable Annuities, Life Insurance, Managed Futures, Wealth Management..., Investment Advisory, Charitable Trusts, Trusts, Investment Management, Private Investment, Trading, Options, Residential Mortgages, Second Mortgages, Dispatching, Private Equity, Open Water Diver, Fine Art
Education
Lone Star College System 2010 — 2016
Sophomore, Mechanical Engineering Technology
Houston Community College 2015 — 2015
Certificate, Introduction to the Petroleum Industry
Houston Community College 2014 — 2015
Pipe Drafting Certificate
Tomball High School 1991 — 1993
Diploma
Georgetown High Scool 1989 — 1990
Ensign Energy Services August 2014 - January 2015
Various July 2006 - August 2014
Oak Street Mortgage March 2005 - March 2006
Town & Country Credit July 2004 - March 2005
Securities America, Inc. Member FINRA/SIPC January 2002 - March 2004
Morgan Stanley January 2001 - December 2002
Washington Mutual July 2000 - January 2001
BBVA Compass March 1999 - May 2000
Financial Business Group/WMA Securities January 1997 - March 1999
Jack Roach Ford July 1993 - December 1996
Skills
Asset Management, Management, Customer Service, 3D Modeling, Account Management, Estate Planning, AutoCAD, AVEVA PDMS, Autodesk Inventor Pro, AutoCAD Plant 3D, Sales, Retirement Planning, Mutual Funds, Insurance, Employee Benefits, Fixed Annuities, 401k Rollovers, Pipe, Process Design, Skid Design, Valves, Instrumentation, Vessels, Structural Design, Architectural Design, Leadership, Portfolio Management, Golf, Stocks, Equities, Investment Strategies, Bonds, IRAs, Variable Annuities, Life Insurance, Managed Futures, Wealth Management..., Investment Advisory, Charitable Trusts, Trusts, Investment Management, Private Investment, Trading, Options, Residential Mortgages, Second Mortgages, Dispatching, Private Equity, Open Water Diver, Fine Art
Education
Lone Star College System 2010 — 2016
Sophomore, Mechanical Engineering Technology
Houston Community College 2015 — 2015
Certificate, Introduction to the Petroleum Industry
Houston Community College 2014 — 2015
Pipe Drafting Certificate
Tomball High School 1991 — 1993
Diploma
Georgetown High Scool 1989 — 1990
Phil Decker Phil Decker's Oak Street Mortgage Experience September 2005 - May 2007
Job Director of Business Development at Midwest Total Solutions
Industry Consumer Goods
Experience
Midwest Total Solutions February 2014 - Present
Batesville Casket Company January 2008 - February 2014
NovaStar Financial May 2007 - November 2007
Oak Street Mortgage September 2005 - May 2007
Skills
Sales Management, Contract Negotiation, Merchandising, Talent Developer, Employee Training, Sales Process, Building Relationships, Customer Retention, Job Coaching, New Business Development, Relationship Management, Sales Analysis, Sales Prospecting, Sales Presentations, Key Account Management, Key Account Development, Marketing Strategy, Problem Solving, Solution Selling, Consultative Selling..., Sales Forecast, Technology..., Forecasting, Training, Sales, Business Planning, Sales Operations
Education
Colorado State University 1994 — 1998
BS, Forestry
Anderson
Anderson High School
Midwest Total Solutions February 2014 - Present
Batesville Casket Company January 2008 - February 2014
NovaStar Financial May 2007 - November 2007
Oak Street Mortgage September 2005 - May 2007
Skills
Sales Management, Contract Negotiation, Merchandising, Talent Developer, Employee Training, Sales Process, Building Relationships, Customer Retention, Job Coaching, New Business Development, Relationship Management, Sales Analysis, Sales Prospecting, Sales Presentations, Key Account Management, Key Account Development, Marketing Strategy, Problem Solving, Solution Selling, Consultative Selling..., Sales Forecast, Technology..., Forecasting, Training, Sales, Business Planning, Sales Operations
Education
Colorado State University 1994 — 1998
BS, Forestry
Anderson
Anderson High School
Kimberly White's Oak Street Mortgage Experience August 2004 - March 2005
Job Senior Director of Operations at Promex Technologies dba US Biopsy
Industry Medical Devices
Experience
Promex Technologies, LLC dba US Biopsy March 2005 - Present
Oak Street Mortgage August 2004 - March 2005
Executive Management Services August 1999 - August 2004
Steak n Shake 1992 - 1999
Skills
Manufacturing, Quality System, Continuous Improvement, Management, Human Resources, Regulatory Requirements, Product Launch, Leadership Development, Training, Quality Control, Cross-functional Team..., Hiring, Operations Management, Manufacturing..., Organizational..., Team Building, Product Development, Risk Management, Growth Strategies, Recruiting, FDA, Medical Devices, Regulatory Affairs, Strategy, International Business, Design Control, Cost Reduction..., ISO 13485, Budgets, Employee Relations, Process Improvement, Quality Management, Leadership, CAPA, Manufacturing Operations, Validation, Process Engineering, Strategic Planning
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), Spanish - business emphasis
La Universidad de Guanajuato 1995 — 1995
Bachelor of Arts (B.A.), Spanish
Plainfield High School
Promex Technologies, LLC dba US Biopsy March 2005 - Present
Oak Street Mortgage August 2004 - March 2005
Executive Management Services August 1999 - August 2004
Steak n Shake 1992 - 1999
Skills
Manufacturing, Quality System, Continuous Improvement, Management, Human Resources, Regulatory Requirements, Product Launch, Leadership Development, Training, Quality Control, Cross-functional Team..., Hiring, Operations Management, Manufacturing..., Organizational..., Team Building, Product Development, Risk Management, Growth Strategies, Recruiting, FDA, Medical Devices, Regulatory Affairs, Strategy, International Business, Design Control, Cost Reduction..., ISO 13485, Budgets, Employee Relations, Process Improvement, Quality Management, Leadership, CAPA, Manufacturing Operations, Validation, Process Engineering, Strategic Planning
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), Spanish - business emphasis
La Universidad de Guanajuato 1995 — 1995
Bachelor of Arts (B.A.), Spanish
Plainfield High School
Renee Brochhagen's Oak Street Mortgage Experience February 2004 - October 2006
Job Experienced Portfolio / Program / IT Leader
Industry Hospital & Health Care
Experience
IU Health April 2014 - Present
Golden Rule Insurance UnitedHealthcare Employer & Individual September 2007 - April 2014
Ace Mortgage Funding LLC October 2006 - April 2007
Oak Street Mortgage February 2004 - October 2006
CyberLearning Labs 2002 - 2003
Andersen Business Consulting June 1997 - September 2002
Women & Hi Tech 2001 - 2002
ANATEC 1996 - 1997
Simon Property Group 1992 - 1995
Andersen Consulting
Skills
Project Portfolio..., Project Management, Program Management, Business Analysis, Cross-functional Team..., Helping Clients Succeed, Vendor Management, Business Process Design, Integrated Project..., Communication Skills, Organization &..., Collaborative Problem..., Data Analysis, SDLC, PMO, Health Insurance, Mortgage Lending, Management Consulting, Process Improvement, Leadership, Building Relationships, Solution Implementation, Change Management, CRM, Strategic Planning, PMP, Team Building, IT Management, IT Strategy, Requirements Gathering, Business Process, Management
Education
Purdue University
BS
IU Health April 2014 - Present
Golden Rule Insurance UnitedHealthcare Employer & Individual September 2007 - April 2014
Ace Mortgage Funding LLC October 2006 - April 2007
Oak Street Mortgage February 2004 - October 2006
CyberLearning Labs 2002 - 2003
Andersen Business Consulting June 1997 - September 2002
Women & Hi Tech 2001 - 2002
ANATEC 1996 - 1997
Simon Property Group 1992 - 1995
Andersen Consulting
Skills
Project Portfolio..., Project Management, Program Management, Business Analysis, Cross-functional Team..., Helping Clients Succeed, Vendor Management, Business Process Design, Integrated Project..., Communication Skills, Organization &..., Collaborative Problem..., Data Analysis, SDLC, PMO, Health Insurance, Mortgage Lending, Management Consulting, Process Improvement, Leadership, Building Relationships, Solution Implementation, Change Management, CRM, Strategic Planning, PMP, Team Building, IT Management, IT Strategy, Requirements Gathering, Business Process, Management
Education
Purdue University
BS
Rita Grant's Oak Street Mortgage Experience June 2000 - March 2007
Job Associate Broker at Keller Williams
Industry Information Technology and Services
Experience
Keller Williams May 2014 - Present
Various Companies and Organizations April 2007 - Present
Oak Street Mortgage June 2000 - March 2007
Bank One 1999 - 2000
Bank One 1998 - 1999
Bank One 1997 - 1998
Bank One 1996 - 1997
Irwin Union Investor Services 1991 - 1996
Irwin Financial 1986 - 1991
Skills
Business Analysis, Process Improvement, Financial Analysis, Program Management, Access, Analysis, Project Management, Financial Reporting, Banking, MS Project, Visio, Budgets, Vendor Management, Team Leadership, Team Building, Strategic Planning, Business Intelligence, SharePoint, Microsoft SQL Server, Software Documentation, CRM, Business Process, Leadership, Databases, Management, Finance, Accounting, Start-ups, Financial Services
Education
Graduate School of Banking 1987 — 1989
Bank Management
Center Grove
University of Indianapolis
BS, Accounting
Keller Williams May 2014 - Present
Various Companies and Organizations April 2007 - Present
Oak Street Mortgage June 2000 - March 2007
Bank One 1999 - 2000
Bank One 1998 - 1999
Bank One 1997 - 1998
Bank One 1996 - 1997
Irwin Union Investor Services 1991 - 1996
Irwin Financial 1986 - 1991
Skills
Business Analysis, Process Improvement, Financial Analysis, Program Management, Access, Analysis, Project Management, Financial Reporting, Banking, MS Project, Visio, Budgets, Vendor Management, Team Leadership, Team Building, Strategic Planning, Business Intelligence, SharePoint, Microsoft SQL Server, Software Documentation, CRM, Business Process, Leadership, Databases, Management, Finance, Accounting, Start-ups, Financial Services
Education
Graduate School of Banking 1987 — 1989
Bank Management
Center Grove
University of Indianapolis
BS, Accounting
Daralyn Schneider Daralyn Schneider's Oak Street Mortgage Experience 2002 - 2006
Job Mortgage Operations Manager
Industry Real Estate
Experience
Indiana Members Credit Union February 2014 - Present
Aurora Commercial Corp December 2012 - January 2014
Aurora Bank FSB September 2012 - January 2013
Aurora Bank FSB June 2010 - September 2012
JPM Chase October 2009 - May 2010
Chase July 2007 - October 2009
HSBC Mortgage Services 2006 - 2007
Oak Street Mortgage 2002 - 2006
Bank One 1990 - 2002
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Servicing, Operations Management, Change Management, Project Management, Risk Management, Credit Risk, Loss Mitigation, Foreclosures, Bankruptcy, Quality Control, Procedure Development, Business Process Design, Procedure Manuals, Portfolio Management, Vendor Management, Underwriting, Loan Servicing, Mortgage Banking, Financial Risk, Loan Origination, Default, Process Improvement, Credit, Loans
Education
Marian University 2008 — 2010
Bachelor of Business Administration (BBA), Marketing & Business Technology
School of Mortgage Banking 1998 — 2000
Mortgage Bankers Association of America, Certificate of Mortgage Banking
Indiana Members Credit Union February 2014 - Present
Aurora Commercial Corp December 2012 - January 2014
Aurora Bank FSB September 2012 - January 2013
Aurora Bank FSB June 2010 - September 2012
JPM Chase October 2009 - May 2010
Chase July 2007 - October 2009
HSBC Mortgage Services 2006 - 2007
Oak Street Mortgage 2002 - 2006
Bank One 1990 - 2002
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Servicing, Operations Management, Change Management, Project Management, Risk Management, Credit Risk, Loss Mitigation, Foreclosures, Bankruptcy, Quality Control, Procedure Development, Business Process Design, Procedure Manuals, Portfolio Management, Vendor Management, Underwriting, Loan Servicing, Mortgage Banking, Financial Risk, Loan Origination, Default, Process Improvement, Credit, Loans
Education
Marian University 2008 — 2010
Bachelor of Business Administration (BBA), Marketing & Business Technology
School of Mortgage Banking 1998 — 2000
Mortgage Bankers Association of America, Certificate of Mortgage Banking
David Call's Oak Street Mortgage Experience 2004 - 2004
Job Sales Account Manager at Skybus LLC
Industry Airlines/Aviation
Experience
Skybus LLC 2007 - Present
Commerce Title Company 2004 - 2007
Oak Street Mortgage 2004 - 2004
AT&T Mobility 1999 - 2004
Skills
Sales, New Business Development, Negotiation, CRM, Customer Satisfaction, Pricing, Customer Service, Sales Process, Purchasing, Sales Management, Solution Selling
Education
Ball State University 1994 — 1999
Bachelor of Arts (B.A.), Telecommunication - Sales & Management Option
Skybus LLC 2007 - Present
Commerce Title Company 2004 - 2007
Oak Street Mortgage 2004 - 2004
AT&T Mobility 1999 - 2004
Skills
Sales, New Business Development, Negotiation, CRM, Customer Satisfaction, Pricing, Customer Service, Sales Process, Purchasing, Sales Management, Solution Selling
Education
Ball State University 1994 — 1999
Bachelor of Arts (B.A.), Telecommunication - Sales & Management Option
Stacey Woods's Oak Street Mortgage Experience 2001 - 2004
Job Stacey Woods, lifestyle photographer for Tampa Bay, FL + beyond
Industry Photography
Experience
Stacey Woods, Photographer August 2007 - Present
The Creative Mama September 2009 - December 2013
Premier Mortgage Lending Group 2004 - 2007
Oak Street Mortgage 2001 - 2004
Skills
Photography, Fine Art Photography, Portrait Photography, Photoshop, Blogging, Lifestyle Photography, Photos, Black & White, Wedding Photography, Image Editing, Babies, Commercial Photography, Lifestyle, Event Photography, Photojournalism, Portraits, Headshots, Travel Photography
Education
University of Kentucky
Stacey Woods, Photographer August 2007 - Present
The Creative Mama September 2009 - December 2013
Premier Mortgage Lending Group 2004 - 2007
Oak Street Mortgage 2001 - 2004
Skills
Photography, Fine Art Photography, Portrait Photography, Photoshop, Blogging, Lifestyle Photography, Photos, Black & White, Wedding Photography, Image Editing, Babies, Commercial Photography, Lifestyle, Event Photography, Photojournalism, Portraits, Headshots, Travel Photography
Education
University of Kentucky
J. John Steele J. John Steele's Oak Street Mortgage Experience June 2006 - December 2006
Job J.D. Class of 2018, Denver Law
Industry Law Practice
Experience
National Association of Former United States Attorneys (NAFUSA) May 2014 - Present
Eleven Wireless August 2013 - Present
Envestnet Prima February 2012 - August 2013
Eleven Wireless July 2007 - February 2012
Oak Street Mortgage June 2006 - December 2006
Health Care Excel September 2005 - June 2006
Rent-A-Techie 2002 - 2005
Merkle 2000 - 2002
Claritas 1996 - 2000
Skills
Microsoft SQL Server, Project Management, Databases, C#, .NET, Architecture, Agile Methodologies, Software Development, Scrum, SQL, SaaS, HTML
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor
University of Maryland University College 1998 — 2001
BS, Computer Science
National Association of Former United States Attorneys (NAFUSA) May 2014 - Present
Eleven Wireless August 2013 - Present
Envestnet Prima February 2012 - August 2013
Eleven Wireless July 2007 - February 2012
Oak Street Mortgage June 2006 - December 2006
Health Care Excel September 2005 - June 2006
Rent-A-Techie 2002 - 2005
Merkle 2000 - 2002
Claritas 1996 - 2000
Skills
Microsoft SQL Server, Project Management, Databases, C#, .NET, Architecture, Agile Methodologies, Software Development, Scrum, SQL, SaaS, HTML
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor
University of Maryland University College 1998 — 2001
BS, Computer Science
Neve Seibert Neve Seibert's Oak Street Mortgage Experience September 2002 - June 2007
Job Mortgage Banker at Evolve Bank & Trust Lending in all 50 States
Industry Real Estate
Experience
Evolve Bank & Trust January 2015 - Present
Wintrust Mortgage May 2014 - January 2015
Wells Fargo Retail Finance June 2007 - March 2014
Oak Street Mortgage September 2002 - June 2007
Oil Capital Real Estate August 1997 - August 2002
Dean Witter Morgan Stanley March 1994 - July 1997
Skills
Mortgage Lending, New Home Purchase, Refinance, First Time Home Buyers, Loans, Investments, Finance, Portfolio Management, Series 7, Banking, Investment Banking, Credit, Credit Analysis, Capital Markets, Equities, Business Development, Financial Structuring, Commercial Banking, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Securities, Financial Services, Financial Advisory
Education
Northeastern State University
BSBA Finance
Evolve Bank & Trust January 2015 - Present
Wintrust Mortgage May 2014 - January 2015
Wells Fargo Retail Finance June 2007 - March 2014
Oak Street Mortgage September 2002 - June 2007
Oil Capital Real Estate August 1997 - August 2002
Dean Witter Morgan Stanley March 1994 - July 1997
Skills
Mortgage Lending, New Home Purchase, Refinance, First Time Home Buyers, Loans, Investments, Finance, Portfolio Management, Series 7, Banking, Investment Banking, Credit, Credit Analysis, Capital Markets, Equities, Business Development, Financial Structuring, Commercial Banking, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Securities, Financial Services, Financial Advisory
Education
Northeastern State University
BSBA Finance
Blair Smyly Blair Smyly's Oak Street Mortgage Experience May 2001 - March 2004
Job VP Senior Business Banking at The Bank of Nashville, div. of Synovus
Industry Banking
Experience
The Bank of Nashville, div. of Synovus July 2013 - Present
FirstBank May 2010 - July 2013
Regions Bank October 2007 - May 2010
AmSouth Bank March 2004 - October 2007
Oak Street Mortgage May 2001 - March 2004
Skills
Credit, Small Business, Deposits, Banking, Loans, Underwriting, New Business Development, Mortgage Lending, Commercial Banking, Management, Sales, Small Business Lending, Portfolio Management, Commercial Lending, CRM, Consumer Lending, Leadership, Credit Analysis, Customer Service, Loan Origination, Insurance, Mortgage Banking, Team Building, Business Development, Refinance, Lines Of Credit, Sales Management
Education
Mississippi College 1997 — 1999
Business Administration, Business Administration and Management, General
The Bank of Nashville, div. of Synovus July 2013 - Present
FirstBank May 2010 - July 2013
Regions Bank October 2007 - May 2010
AmSouth Bank March 2004 - October 2007
Oak Street Mortgage May 2001 - March 2004
Skills
Credit, Small Business, Deposits, Banking, Loans, Underwriting, New Business Development, Mortgage Lending, Commercial Banking, Management, Sales, Small Business Lending, Portfolio Management, Commercial Lending, CRM, Consumer Lending, Leadership, Credit Analysis, Customer Service, Loan Origination, Insurance, Mortgage Banking, Team Building, Business Development, Refinance, Lines Of Credit, Sales Management
Education
Mississippi College 1997 — 1999
Business Administration, Business Administration and Management, General
Sharon Robbins Sharon Robbins's Oak Street Mortgage Experience June 2002 - September 2007
Job
Industry Financial Services
Experience
Reverse Mortgage Solutions, Inc. March 2014 - Present
Carey Road Marketing March 2000 - March 2014
Oak Street Mortgage June 2002 - September 2007
NovaStar Mortgage 2006 - 2007
Bank One September 1998 - January 2002
AT&T January 1984 - July 1998
Skills
Strategy Development, Direct Marketing, Email Marketing, Online Marketing, Database Marketing, Marketing Communications, Marketing Strategy, Segmentation, Product Marketing, Digital Marketing, Online Advertising, Strategy, Marketing, Marketing Management, Brand Development, Integrated Marketing, Direct Mail, Customer Acquisition, B2B, Brand Management, Public Relations, Leadership, Lead Generation, Sales, Market Planning, Social Media Marketing, SEM, Management, Interactive Marketing, Mobile Marketing, Advertising, Small Business, Entrepreneurship, SEO, Web Marketing, Website Development, Strategic Partnerships, B2B Marketing, Relationship Marketing, E-commerce, Multi-channel Marketing, PPC, Web Analytics, Trade Shows, Start-ups, Content Marketing, CRM, Corporate Branding, Digital Strategy, Google Analytics
Education
Fairleigh Dickinson University 1992 — 1997
MA, Consumer and Industrial Psychology
Reverse Mortgage Solutions, Inc. March 2014 - Present
Carey Road Marketing March 2000 - March 2014
Oak Street Mortgage June 2002 - September 2007
NovaStar Mortgage 2006 - 2007
Bank One September 1998 - January 2002
AT&T January 1984 - July 1998
Skills
Strategy Development, Direct Marketing, Email Marketing, Online Marketing, Database Marketing, Marketing Communications, Marketing Strategy, Segmentation, Product Marketing, Digital Marketing, Online Advertising, Strategy, Marketing, Marketing Management, Brand Development, Integrated Marketing, Direct Mail, Customer Acquisition, B2B, Brand Management, Public Relations, Leadership, Lead Generation, Sales, Market Planning, Social Media Marketing, SEM, Management, Interactive Marketing, Mobile Marketing, Advertising, Small Business, Entrepreneurship, SEO, Web Marketing, Website Development, Strategic Partnerships, B2B Marketing, Relationship Marketing, E-commerce, Multi-channel Marketing, PPC, Web Analytics, Trade Shows, Start-ups, Content Marketing, CRM, Corporate Branding, Digital Strategy, Google Analytics
Education
Fairleigh Dickinson University 1992 — 1997
MA, Consumer and Industrial Psychology
Brian McCabe Brian McCabe's Oak Street Mortgage Experience 2004 - 2005
Job Founding Partner and Project Manager at 2x4 Home Improvements
Industry Automotive
Experience
2x4 Home Improvements April 2014 - Present
ADP Dealer Services July 2012 - March 2014
Today's Custom Construction October 2010 - October 2012
Presidential Mortgage Group November 2009 - October 2010
Valley Mortgage Services, LP April 2005 - November 2009
Oak Street Mortgage 2004 - 2005
H&R Block Mortgage February 2002 - September 2004
Option One Mortgage/ HR Block Mortgage 2002 - 2004
ABFS 2001 - 2002
Bankers Life and Casualty May 2000 - September 2001
Skills
Underwriting, Sales Management, Recruiting, Risk Management, Loans, Coaching, Team Development, Mentoring, Direct Sales, Phone Sales, Outside Sales, Call Center Sales, New Business Development, Sales, Mortgage Lending, Management, Marketing Strategy, Cold Calling, Team Building, Strategic Planning, Salesforce.com, CRM, Process Improvement, Business Development, Loan Origination, B2B, Business Analysis, Change Management, Financial Analysis, Business Strategy, Solution Selling, Marketing, Negotiation, Sales Presentations, Training, Customer Retention, Sales Process, Customer Satisfaction, Lead Generation, Time Management, Project Planning, Business Planning, Vendor Management, Strategic Partnerships, Selling, Leadership, Account Management, Customer Service, Retail, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1992
Bachelor’s Degree, Sociology
West Virginia University 1988 — 1990
Engineering
2x4 Home Improvements April 2014 - Present
ADP Dealer Services July 2012 - March 2014
Today's Custom Construction October 2010 - October 2012
Presidential Mortgage Group November 2009 - October 2010
Valley Mortgage Services, LP April 2005 - November 2009
Oak Street Mortgage 2004 - 2005
H&R Block Mortgage February 2002 - September 2004
Option One Mortgage/ HR Block Mortgage 2002 - 2004
ABFS 2001 - 2002
Bankers Life and Casualty May 2000 - September 2001
Skills
Underwriting, Sales Management, Recruiting, Risk Management, Loans, Coaching, Team Development, Mentoring, Direct Sales, Phone Sales, Outside Sales, Call Center Sales, New Business Development, Sales, Mortgage Lending, Management, Marketing Strategy, Cold Calling, Team Building, Strategic Planning, Salesforce.com, CRM, Process Improvement, Business Development, Loan Origination, B2B, Business Analysis, Change Management, Financial Analysis, Business Strategy, Solution Selling, Marketing, Negotiation, Sales Presentations, Training, Customer Retention, Sales Process, Customer Satisfaction, Lead Generation, Time Management, Project Planning, Business Planning, Vendor Management, Strategic Partnerships, Selling, Leadership, Account Management, Customer Service, Retail, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1992
Bachelor’s Degree, Sociology
West Virginia University 1988 — 1990
Engineering
Jeff Reinoehl Jeff Reinoehl's Oak Street Mortgage Experience February 2002 - January 2003
Job Regional Director at Mid America Mortgage, Inc.
Industry Financial Services
Experience
Mid America Mortgage, Inc December 2011 - Present
Great Western Financial Services, Inc. July 2008 - December 2011
Oak Street Funding August 2007 - July 2008
NovaStar Mortgage (perviously Oak Street Mortgage) January 2004 - September 2007
Creations Title (subsidiary of Oak Street Mortgage - Joint Venture) January 2003 - January 2004
Oak Street Mortgage February 2002 - January 2003
Household International November 2001 - January 2002
Household International April 2000 - November 2001
Banc One Financial Services November 1996 - June 1998
Skills
Mortgage Lending, Sales, Sales Management, Loan Origination, FHA financing, Financial Services, Mortgage Banking
Education
Kalamazoo College 1987 — 1991
Bachelor of Arts (BA), Economics and Business Administration
Mid America Mortgage, Inc December 2011 - Present
Great Western Financial Services, Inc. July 2008 - December 2011
Oak Street Funding August 2007 - July 2008
NovaStar Mortgage (perviously Oak Street Mortgage) January 2004 - September 2007
Creations Title (subsidiary of Oak Street Mortgage - Joint Venture) January 2003 - January 2004
Oak Street Mortgage February 2002 - January 2003
Household International November 2001 - January 2002
Household International April 2000 - November 2001
Banc One Financial Services November 1996 - June 1998
Skills
Mortgage Lending, Sales, Sales Management, Loan Origination, FHA financing, Financial Services, Mortgage Banking
Education
Kalamazoo College 1987 — 1991
Bachelor of Arts (BA), Economics and Business Administration
Kim Gilbertson Kim Gilbertson's Oak Street Mortgage Experience August 2005 - July 2006
Job Account Manager at Delta T Group
Industry Staffing and Recruiting
Experience
Delta T Group April 2011 - Present
FleetStar Financial June 2009 - March 2011
Mortgage Options of America February 2007 - June 2009
Sunset Mortgage Company July 2006 - February 2007
Oak Street Mortgage August 2005 - July 2006
Prime Mortgage Financial June 2003 - August 2005
Ameriquest Mortgage May 2002 - June 2003
Better Business Bureau November 2001 - May 2002
Fidelity Investments April 1999 - November 2001
DALBAR, Inc. June 1998 - April 1999
Skills
Leadership, Marketing, Sales, Recruiting, Customer Service, Account Management, Cold Calling, New Business Development, Sales Management, Public Speaking, Training, Consulting, B2B, Temporary Placement, Business Development, Fundraising, Negotiation
Education
Salem State College
Worcester State College
Bachelor's degree, English/Language Arts Teacher Education
Delta T Group April 2011 - Present
FleetStar Financial June 2009 - March 2011
Mortgage Options of America February 2007 - June 2009
Sunset Mortgage Company July 2006 - February 2007
Oak Street Mortgage August 2005 - July 2006
Prime Mortgage Financial June 2003 - August 2005
Ameriquest Mortgage May 2002 - June 2003
Better Business Bureau November 2001 - May 2002
Fidelity Investments April 1999 - November 2001
DALBAR, Inc. June 1998 - April 1999
Skills
Leadership, Marketing, Sales, Recruiting, Customer Service, Account Management, Cold Calling, New Business Development, Sales Management, Public Speaking, Training, Consulting, B2B, Temporary Placement, Business Development, Fundraising, Negotiation
Education
Salem State College
Worcester State College
Bachelor's degree, English/Language Arts Teacher Education
Robert Burrice Robert Burrice's Oak Street Mortgage Experience December 2003 - October 2004
Job Commercial Printing Estimator at Gateway Press, Inc.
Industry Printing
Experience
Gateway Press, Inc. December 2004 - Present
Oak Street Mortgage December 2003 - October 2004
Union Equity Corporation December 2002 - December 2003
Fifth Third Bank June 1998 - December 2002
Skills
Mortgage Lending, Credit, Loans, Loan Origination, Refinance, Customer Service, Residential Mortgages, Consumer Lending, Banking, Underwriting, Credit Analysis, Second Mortgages, Offset Printing, Print Estimating, Sales, Marketing, Analysis, Commercial Lending
Education
Hanover College
Bachelor of Arts (BA), Business Administration and Management, General
Trinity High School
Gateway Press, Inc. December 2004 - Present
Oak Street Mortgage December 2003 - October 2004
Union Equity Corporation December 2002 - December 2003
Fifth Third Bank June 1998 - December 2002
Skills
Mortgage Lending, Credit, Loans, Loan Origination, Refinance, Customer Service, Residential Mortgages, Consumer Lending, Banking, Underwriting, Credit Analysis, Second Mortgages, Offset Printing, Print Estimating, Sales, Marketing, Analysis, Commercial Lending
Education
Hanover College
Bachelor of Arts (BA), Business Administration and Management, General
Trinity High School
Andrew Middleton's Oak Street Mortgage Experience May 2002 - December 2006
Job Technical Product Manager at UnitedHealth Group
Industry Computer Software
Experience
UnitedHealth Group February 2007 - Present
CNO Financial Group June 2014 - February 2015
UnitedHealth Group December 2007 - June 2014
Interactive Intelligence December 2006 - December 2007
Oak Street Mortgage May 2002 - December 2006
Ambassador Solutions * Solutions. Powered by People. 2000 - 2002
Made2Manage 1999 - 2000
Interactive Intelligence 1998 - 1999
Skills
Web Services, Web Development, Software Design, WCF, Visual Studio, .NET, .NET Remoting, Software Development, IIS, LINQ, SQL Server, TFS, SQL, XML, jQuery, SOA, ASP.NET, C#, Entity Framework, ReSharper, SOLID principles, WCF Services, Microsoft SQL Server, JavaScript, VB.NET, MVC, Integration, T-SQL, SDLC, Web Applications
Education
Anderson University 1994 — 1998
BS, CS, Math
UnitedHealth Group February 2007 - Present
CNO Financial Group June 2014 - February 2015
UnitedHealth Group December 2007 - June 2014
Interactive Intelligence December 2006 - December 2007
Oak Street Mortgage May 2002 - December 2006
Ambassador Solutions * Solutions. Powered by People. 2000 - 2002
Made2Manage 1999 - 2000
Interactive Intelligence 1998 - 1999
Skills
Web Services, Web Development, Software Design, WCF, Visual Studio, .NET, .NET Remoting, Software Development, IIS, LINQ, SQL Server, TFS, SQL, XML, jQuery, SOA, ASP.NET, C#, Entity Framework, ReSharper, SOLID principles, WCF Services, Microsoft SQL Server, JavaScript, VB.NET, MVC, Integration, T-SQL, SDLC, Web Applications
Education
Anderson University 1994 — 1998
BS, CS, Math
Craig (CJ) Wells's Oak Street Mortgage Experience August 2004 - June 2005
Job CJ Wells Photography, Graphics & Videography
Industry Photography
Experience
CJWELLS PHOTOGRAPHY & GRAPHICS July 2009 - Present
Youth2Chirst October 2009 - Present
SunTrust Bank August 2005 - February 2010
SunTrust Bank July 2006 - August 2009
Oak Street Mortgage August 2004 - June 2005
CITIFINANCIAL/WASHINGTON MUTUAL February 2001 - August 2004
Skills
Credit, Banking, Customer Service, Sales, Insurance, Finance, Business Development, Real Estate, Retail, Credit Analysis, Management, Leadership, Retail Banking, Lines Of Credit, Microsoft Excel, Social Networking, Business Strategy, Advertising, Public Speaking
Education
Tennessee State University 1996 — 2000
BA, Business Admin
Mount Juliet High 1992 — 1996
CJWELLS PHOTOGRAPHY & GRAPHICS July 2009 - Present
Youth2Chirst October 2009 - Present
SunTrust Bank August 2005 - February 2010
SunTrust Bank July 2006 - August 2009
Oak Street Mortgage August 2004 - June 2005
CITIFINANCIAL/WASHINGTON MUTUAL February 2001 - August 2004
Skills
Credit, Banking, Customer Service, Sales, Insurance, Finance, Business Development, Real Estate, Retail, Credit Analysis, Management, Leadership, Retail Banking, Lines Of Credit, Microsoft Excel, Social Networking, Business Strategy, Advertising, Public Speaking
Education
Tennessee State University 1996 — 2000
BA, Business Admin
Mount Juliet High 1992 — 1996
James Ashwill's Oak Street Mortgage Experience March 2003 - August 2006
Job Director of Channel Distribution
Industry Telecommunications
Experience
SoTel Systems December 2014 - Present
SoTel Systems November 2013 - December 2014
SoTel Systems July 2012 - November 2013
DCSC Inc. November 2010 - July 2012
AT&T Advertising Solutions February 2009 - December 2010
LSI Mortgage Plus May 2007 - October 2007
Vinson Mortgage Group August 2006 - May 2007
Oak Street Mortgage March 2003 - August 2006
Skills
C++, HTML, JavaScript, Visual Basic, Sales, Training, Recruiting, Credit Analysis, CRM, Credit, ERP, Customer Service, Mortgage Lending, Online Advertising, Risk Modeling, Sales Management, Network Design, Telecommunications, Hosted Voice, Account Management, Sales Process, B2B, Solution Selling, Direct Sales, Management, VoIP, Managed Services, New Business Development
Education
Webster University 2007 — 2010
Computer Science with an emphasis in Information Management
Hennepin Technical College 2001 — 2003
Network Design & Implementation
SoTel Systems December 2014 - Present
SoTel Systems November 2013 - December 2014
SoTel Systems July 2012 - November 2013
DCSC Inc. November 2010 - July 2012
AT&T Advertising Solutions February 2009 - December 2010
LSI Mortgage Plus May 2007 - October 2007
Vinson Mortgage Group August 2006 - May 2007
Oak Street Mortgage March 2003 - August 2006
Skills
C++, HTML, JavaScript, Visual Basic, Sales, Training, Recruiting, Credit Analysis, CRM, Credit, ERP, Customer Service, Mortgage Lending, Online Advertising, Risk Modeling, Sales Management, Network Design, Telecommunications, Hosted Voice, Account Management, Sales Process, B2B, Solution Selling, Direct Sales, Management, VoIP, Managed Services, New Business Development
Education
Webster University 2007 — 2010
Computer Science with an emphasis in Information Management
Hennepin Technical College 2001 — 2003
Network Design & Implementation
Bob Mansur Bob Mansur's Oak Street Mortgage Experience September 2003 - November 2006
Job Employee Development Manager at Gateway Mortgage Group, LLC
Industry Financial Services
Experience
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
Erin Adcock's Oak Street Mortgage Experience June 2003 - December 2004
Job Alumni Relations and Development Coordinator at Fairbanks Treatment Center
Industry Health, Wellness and Fitness
Experience
Fairbanks Treatment Center August 2012 - Present
The Fresh Market April 2010 - September 2012
The Dailey Method September 2011 - August 2012
Emporium, Management February 1998 - August 2009
Wine and Spirits January 2007 - September 2008
Morris Group Realty January 2005 - December 2007
Oak Street Mortgage June 2003 - December 2004
Thompson Thrift Development April 2003 - June 2004
Realty Group January 2003 - April 2003
Realty Group August 2002 - January 2003
Skills
Advertising, CRM, Leadership, Management, Marketing, Real Estate, Sales, Sales Operations, Selling, Account Management, Event Planning, Social Media, Team Building, Strategy, Customer Service, Nonprofits, Fundraising, Event Management
Education
Indiana University-Purdue University at Indianapolis 1995 — 2000
Fairbanks Treatment Center August 2012 - Present
The Fresh Market April 2010 - September 2012
The Dailey Method September 2011 - August 2012
Emporium, Management February 1998 - August 2009
Wine and Spirits January 2007 - September 2008
Morris Group Realty January 2005 - December 2007
Oak Street Mortgage June 2003 - December 2004
Thompson Thrift Development April 2003 - June 2004
Realty Group January 2003 - April 2003
Realty Group August 2002 - January 2003
Skills
Advertising, CRM, Leadership, Management, Marketing, Real Estate, Sales, Sales Operations, Selling, Account Management, Event Planning, Social Media, Team Building, Strategy, Customer Service, Nonprofits, Fundraising, Event Management
Education
Indiana University-Purdue University at Indianapolis 1995 — 2000
Jennifer Ebert's Oak Street Mortgage Experience 2001 - 2005
Job Marketing consultant & Online Health Fitness Coach
Industry Health, Wellness and Fitness
Experience
Beachbody February 2015 - Present
Inititial's Inc. January 2014 - July 2015
Lehigh Valley Aging in Place May 2010 - July 2014
Home Helpers Northern Lehigh Valley December 2012 - January 2014
Atria Senior Living Group 2011 - January 2013
The Village at Palmerton June 2006 - June 2011
Money Management International 2005 - 2006
oak street mortgage 2001 - 2005
Skills
Mortgage, Advertising, Gerontology, Older Adults, Healthcare, Independent Living, Event Planning, Public Relations, Senior Living, Marketing Strategy, Promotions, Budgeting, Senior Housing, Elder Care, Long Term Care, Long-term Care, Marketing, Seniors, Retirement Homes, Strategic Planning, Small Business, Fundraising, Team Building, Budgets, Sales, Mortgage Lending, Nonprofits, Healthcare Management, Physician Relations, Alzheimer's disease, Managed Care, Customer Service, Coaching, Home Care, Social Services, Social Media, Community Outreach, Hospitals, Senior Services, Program Development, Patient Advocacy, Case Management, Public Speaking
Education
Ashford University 2011 — 2015
Bachelor's degree, Health Marketing and Communications, A+
Ashford University 2011 — 2015
Minor, Business Administration and Management, A+
Senior Advisor training 2010 — 2010
Certified Senior Advisor, Gerontology
Ashford University
Bachelor of Arts (BA), Project Management, A
Beachbody February 2015 - Present
Inititial's Inc. January 2014 - July 2015
Lehigh Valley Aging in Place May 2010 - July 2014
Home Helpers Northern Lehigh Valley December 2012 - January 2014
Atria Senior Living Group 2011 - January 2013
The Village at Palmerton June 2006 - June 2011
Money Management International 2005 - 2006
oak street mortgage 2001 - 2005
Skills
Mortgage, Advertising, Gerontology, Older Adults, Healthcare, Independent Living, Event Planning, Public Relations, Senior Living, Marketing Strategy, Promotions, Budgeting, Senior Housing, Elder Care, Long Term Care, Long-term Care, Marketing, Seniors, Retirement Homes, Strategic Planning, Small Business, Fundraising, Team Building, Budgets, Sales, Mortgage Lending, Nonprofits, Healthcare Management, Physician Relations, Alzheimer's disease, Managed Care, Customer Service, Coaching, Home Care, Social Services, Social Media, Community Outreach, Hospitals, Senior Services, Program Development, Patient Advocacy, Case Management, Public Speaking
Education
Ashford University 2011 — 2015
Bachelor's degree, Health Marketing and Communications, A+
Ashford University 2011 — 2015
Minor, Business Administration and Management, A+
Senior Advisor training 2010 — 2010
Certified Senior Advisor, Gerontology
Ashford University
Bachelor of Arts (BA), Project Management, A
Carrick Wilzbacher Carrick Wilzbacher's Oak Street Mortgage Experience May 2006 - December 2006
Job Manager, Leasing Operations at General Growth Properties
Industry Real Estate
Experience
General Growth Properties April 2015 - Present
General Growth Properties November 2014 - March 2015
Regency Properties June 2014 - November 2014
General Growth Properties May 2013 - June 2014
General Growth Properties March 2012 - April 2013
Simon Property Group December 2011 - February 2012
Simon Property Group September 2009 - December 2011
Simon Property Group January 2007 - September 2009
Oak Street Mortgage May 2006 - December 2006
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (M.B.A.), Finance
Marian College 2002 — 2006
B.A. and B.S., Economics and Business Management
General Growth Properties April 2015 - Present
General Growth Properties November 2014 - March 2015
Regency Properties June 2014 - November 2014
General Growth Properties May 2013 - June 2014
General Growth Properties March 2012 - April 2013
Simon Property Group December 2011 - February 2012
Simon Property Group September 2009 - December 2011
Simon Property Group January 2007 - September 2009
Oak Street Mortgage May 2006 - December 2006
Education
Loyola University of Chicago 2012 — 2013
Master of Business Administration (M.B.A.), Finance
Marian College 2002 — 2006
B.A. and B.S., Economics and Business Management
Melissa O'Brien's Oak Street Mortgage Experience June 2004 - November 2004
Job Research Analyst, Customer Experience Management and Cloud Contact Center Services, IDC
Industry Market Research
Experience
IDC April 2011 - Present
PSG Global Solutions November 2006 - April 2011
Professional Staffing Group (PSG) January 2006 - April 2011
Professional Staffing Group (PSG) January 2005 - January 2006
Oak Street Mortgage June 2004 - November 2004
Skills
Recruiting, BPO, Call Center, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Management, Temporary Placement, Sales, Call Centers, Sourcing, Training, Consulting, Leadership, Analytics, CRM, Interviews
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), English and Communication
IDC April 2011 - Present
PSG Global Solutions November 2006 - April 2011
Professional Staffing Group (PSG) January 2006 - April 2011
Professional Staffing Group (PSG) January 2005 - January 2006
Oak Street Mortgage June 2004 - November 2004
Skills
Recruiting, BPO, Call Center, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Management, Temporary Placement, Sales, Call Centers, Sourcing, Training, Consulting, Leadership, Analytics, CRM, Interviews
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), English and Communication
Joe Czopek's Oak Street Mortgage Experience September 2003 - September 2006
Job Financial Services Executive CPA CGMA
Industry Financial Services
Experience
Flagstar Bank March 2015 - Present
CPA who makes teams great 2014 - Present
Tatum, a Randstad Comany August 2014 - November 2014
Robert Half July 2014 - July 2014
Citizens Bank, now part of FirstMerit Bank, N.A. March 2009 - December 2013
Conner Prairie January 2009 - March 2009
Ace Holding Company LLC December 2006 - November 2008
Oak Street Mortgage September 2003 - September 2006
Bank One November 1995 - September 2003
Household International 1985 - 1995
Skills
Forecasting, Accounting, Financial Analysis, Banking, Leadership, Budgets, Management, Business Planning, Analysis, Strategic Financial..., Finance, Financial Accounting, Cash Management, Financial Reporting, Credit, Sarbanes-Oxley Act, Internal Controls, Auditing, Executive Management, Managerial Finance
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Management
University of Illinois at Urbana-Champaign 1979 — 1980
CPA, Accountancy
DePaul University 1975 — 1979
BSC, Accountancy
Flagstar Bank March 2015 - Present
CPA who makes teams great 2014 - Present
Tatum, a Randstad Comany August 2014 - November 2014
Robert Half July 2014 - July 2014
Citizens Bank, now part of FirstMerit Bank, N.A. March 2009 - December 2013
Conner Prairie January 2009 - March 2009
Ace Holding Company LLC December 2006 - November 2008
Oak Street Mortgage September 2003 - September 2006
Bank One November 1995 - September 2003
Household International 1985 - 1995
Skills
Forecasting, Accounting, Financial Analysis, Banking, Leadership, Budgets, Management, Business Planning, Analysis, Strategic Financial..., Finance, Financial Accounting, Cash Management, Financial Reporting, Credit, Sarbanes-Oxley Act, Internal Controls, Auditing, Executive Management, Managerial Finance
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Management
University of Illinois at Urbana-Champaign 1979 — 1980
CPA, Accountancy
DePaul University 1975 — 1979
BSC, Accountancy
Jason Corbett Jason Corbett's Oak Street Mortgage Experience July 2005 - July 2006
Job .
Industry Consumer Goods
Experience
Traeger Pellet Grills, LLC 2014 - 2015
Primetyme Pizza August 2012 - December 2013
Famous Pizza July 2011 - July 2012
Florida Concepts, Inc. May 2006 - July 2011
Oak Street Mortgage July 2005 - July 2006
Oak Street Mortgage July 2005 - July 2006
Angels Baseball July 2003 - April 2005
Skills
Selling, Project Management, Budgets, Negotiation, Sales, Mortgage Lending, Loans, Process Scheduler, Cold Calling, Refinance, Contract Management, Project Planning, Contract Negotiation
Education
Hillsborough Community College 2002 — 2003
Palm Harbor University High 1998 — 2002
GED
St. Petersburg College
Traeger Pellet Grills, LLC 2014 - 2015
Primetyme Pizza August 2012 - December 2013
Famous Pizza July 2011 - July 2012
Florida Concepts, Inc. May 2006 - July 2011
Oak Street Mortgage July 2005 - July 2006
Oak Street Mortgage July 2005 - July 2006
Angels Baseball July 2003 - April 2005
Skills
Selling, Project Management, Budgets, Negotiation, Sales, Mortgage Lending, Loans, Process Scheduler, Cold Calling, Refinance, Contract Management, Project Planning, Contract Negotiation
Education
Hillsborough Community College 2002 — 2003
Palm Harbor University High 1998 — 2002
GED
St. Petersburg College
Buffy Perkins's Oak Street Mortgage Experience 2004 - 2006
Job PMP, CSM
Industry Information Technology and Services
Experience
Foothold, LLC January 2011 - Present
Gartenhaus Group April 2010 - January 2011
Booz Allen Hamilton December 2007 - March 2010
MarketSphere Consulting August 2003 - December 2007
Oak Street Mortgage 2004 - 2006
BearingPoint Consulting April 2001 - August 2003
March FIRST February 1999 - April 2001
Accenture July 1995 - February 1999
Skills
Integration, Program Management, Strategy, Business Analysis, CRM, Management, Project Management, Leadership, Business Process, PMO, Marketing, Management Consulting, Agile Project Management, Business Development, PMP, Process Improvement, Business Intelligence, Software Documentation, Project Planning, Analysis, Outsourcing, Enterprise Software, Consulting, Quality Assurance, Training, Testing, Team Management
Education
Indiana University - Kelley School of Business 1991 — 1995
BS, Computer Information Systems
Foothold, LLC January 2011 - Present
Gartenhaus Group April 2010 - January 2011
Booz Allen Hamilton December 2007 - March 2010
MarketSphere Consulting August 2003 - December 2007
Oak Street Mortgage 2004 - 2006
BearingPoint Consulting April 2001 - August 2003
March FIRST February 1999 - April 2001
Accenture July 1995 - February 1999
Skills
Integration, Program Management, Strategy, Business Analysis, CRM, Management, Project Management, Leadership, Business Process, PMO, Marketing, Management Consulting, Agile Project Management, Business Development, PMP, Process Improvement, Business Intelligence, Software Documentation, Project Planning, Analysis, Outsourcing, Enterprise Software, Consulting, Quality Assurance, Training, Testing, Team Management
Education
Indiana University - Kelley School of Business 1991 — 1995
BS, Computer Information Systems
Nancy Rife, SPHR Nancy Rife, SPHR's Oak Street Mortgage Experience February 2002 - January 2005
Job HR Director at MJ Insurance
Industry Human Resources
Experience
MJ Insurance March 2005 - Present
Oak Street Mortgage February 2002 - January 2005
Oak Street Mortgage 2000 - 2002
Banc One Mortgage June 1993 - February 2000
Skills
Employee Relations, Financial Reporting, Recognition Programs, Benefits, HRIS, Payroll, Benefit Administration, Performance Management, Hiring, MBTI certified, Employee Benefits, Recruiting, Benefits Administration, Training, MBTI, Personnel Management, Incentive Programs, Talent Management, Human Resources
Education
Butler University 1998 — 2001
MBA, Business Administration
The University of Findlay 1990 — 1993
BA, Business Administration
DePauw University 1979 — 1983
BA, Psychology
MJ Insurance March 2005 - Present
Oak Street Mortgage February 2002 - January 2005
Oak Street Mortgage 2000 - 2002
Banc One Mortgage June 1993 - February 2000
Skills
Employee Relations, Financial Reporting, Recognition Programs, Benefits, HRIS, Payroll, Benefit Administration, Performance Management, Hiring, MBTI certified, Employee Benefits, Recruiting, Benefits Administration, Training, MBTI, Personnel Management, Incentive Programs, Talent Management, Human Resources
Education
Butler University 1998 — 2001
MBA, Business Administration
The University of Findlay 1990 — 1993
BA, Business Administration
DePauw University 1979 — 1983
BA, Psychology
Kristopher Koepke's Oak Street Mortgage Experience January 2002 - October 2004
Job FossilHydro Operations: Mechanical Engineering Coop at Duke Energy Corporation
Industry Banking
Experience
Duke Energy Corporation May 2015 - Present
University of Florida May 2014 - Present
Ikon Financial Group October 2013 - May 2014
Integrity Home Loan of Central FL, Inc. August 2013 - October 2013
Home 1st Lending February 2012 - July 2013
Morgan Keegan April 2011 - January 2012
Residential Finance Corporation August 2009 - March 2011
RME June 2008 - August 2009
New Century Mortgage March 2005 - May 2007
Oak Street Mortgage January 2002 - October 2004
Skills
Real Estate, Mortgage, Mortgage Lending, Loans, Refinance, FHA financing, Debt Consolidation, Low Rates, Residential Mortgages, Sales Management, Credit, Mortgage Banking, Loan Origination, Underwriting, FHA, Credit Analysis, Sales, Rates, Investments, Real Estate Financing, New Home Purchase, Purchase Financing
Education
Georgia Institute of Technology 1997 — 1999
Engineering
Boone HS 1994 — 1996
Newnan HS
Duke Energy Corporation May 2015 - Present
University of Florida May 2014 - Present
Ikon Financial Group October 2013 - May 2014
Integrity Home Loan of Central FL, Inc. August 2013 - October 2013
Home 1st Lending February 2012 - July 2013
Morgan Keegan April 2011 - January 2012
Residential Finance Corporation August 2009 - March 2011
RME June 2008 - August 2009
New Century Mortgage March 2005 - May 2007
Oak Street Mortgage January 2002 - October 2004
Skills
Real Estate, Mortgage, Mortgage Lending, Loans, Refinance, FHA financing, Debt Consolidation, Low Rates, Residential Mortgages, Sales Management, Credit, Mortgage Banking, Loan Origination, Underwriting, FHA, Credit Analysis, Sales, Rates, Investments, Real Estate Financing, New Home Purchase, Purchase Financing
Education
Georgia Institute of Technology 1997 — 1999
Engineering
Boone HS 1994 — 1996
Newnan HS
Tasha Williams's Oak Street Mortgage Experience July 2006 - March 2007
Job Sr. Mortgage Advisor at NLC Loans NMLS# 1039518
Industry Financial Services
Experience
NLC Loans October 2015 - Present
House-warehouse.com October 2013 - Present
Mid America Mortgage, Inc May 2014 - September 2015
Mortgage Investors Corporation October 2008 - October 2013
Key Financial Corp August 2008 - October 2008
Countrywide Full Spectrum Lending March 2007 - August 2008
Oak Street Mortgage July 2006 - March 2007
The Financial Group November 2005 - June 2006
Mortgage investors corporation July 2001 - October 2005
Skills
Loans, Refinance, VA loans, Government Loans, Sales, NMLS Licensed, FHA, FHA financing, Negotiation, Training, Reverse Mortgages, NMLS, Credit, Call Centers, Troubleshooting, Encompass, Calyx Point, Management, Loan Origination, Rates, Residential Mortgages, Certified Mortgage..., Mortgage Underwriting, Debt Consolidation, Home Equity Loans, Analysis, Compliance, AS400 system, Microsoft Excel, Microsoft Word, Veterans, Coaching, Motivation, Friendly Personality, Business Strategy, Team Building, Supervisory Skills, Cold Calling, Managerial Finance, Microsoft Office, Networking, Mac, PowerPoint, Quality Assurance, Apple, Superior Communications..., Investment Properties, Wholesale Real Estate, VA Loans, FHA Financing
Education
St. Petersburg College
GED
NLC Loans October 2015 - Present
House-warehouse.com October 2013 - Present
Mid America Mortgage, Inc May 2014 - September 2015
Mortgage Investors Corporation October 2008 - October 2013
Key Financial Corp August 2008 - October 2008
Countrywide Full Spectrum Lending March 2007 - August 2008
Oak Street Mortgage July 2006 - March 2007
The Financial Group November 2005 - June 2006
Mortgage investors corporation July 2001 - October 2005
Skills
Loans, Refinance, VA loans, Government Loans, Sales, NMLS Licensed, FHA, FHA financing, Negotiation, Training, Reverse Mortgages, NMLS, Credit, Call Centers, Troubleshooting, Encompass, Calyx Point, Management, Loan Origination, Rates, Residential Mortgages, Certified Mortgage..., Mortgage Underwriting, Debt Consolidation, Home Equity Loans, Analysis, Compliance, AS400 system, Microsoft Excel, Microsoft Word, Veterans, Coaching, Motivation, Friendly Personality, Business Strategy, Team Building, Supervisory Skills, Cold Calling, Managerial Finance, Microsoft Office, Networking, Mac, PowerPoint, Quality Assurance, Apple, Superior Communications..., Investment Properties, Wholesale Real Estate, VA Loans, FHA Financing
Education
St. Petersburg College
GED
Al Norman - 407-622-2020 ext. 100 Al Norman - 407-622-2020 ext. 100's Oak Street Mortgage Experience January 2003 - May 2004
Job Branch Manager/Senior Mortgage Lender/Broker in Orlando, FL Helping Realtors close more business in Florida!
Industry Real Estate
Experience
Primary Residential Mortgage Inc. October 2005 - Present
Bridge Capital May 2004 - August 2005
Oak Street Mortgage January 2003 - May 2004
Skills
USDA, Refinance, VA loans, Reverse Mortgages, FHA financing, Locations, Loans, Residential Homes, Short Sales, HUD, Finance, Commercial Real Estate, FHA, Mortgage Lending, Mortgage Banking, First Time Home Buyers, Loan Origination, REO, Real Estate, Investment Properties, Selling, Investors, Sales, Underwriting, Referrals, Sellers, Property, Investments, Condos, Residential Mortgages, Real Estate Financing, Government Loans, Debt Consolidation, Construction Loans, FHA Financing, VA Loans
Education
University of Phoenix Online 2005 — 2007
BSEB, E-Business/Business Management
Primary Residential Mortgage Inc. October 2005 - Present
Bridge Capital May 2004 - August 2005
Oak Street Mortgage January 2003 - May 2004
Skills
USDA, Refinance, VA loans, Reverse Mortgages, FHA financing, Locations, Loans, Residential Homes, Short Sales, HUD, Finance, Commercial Real Estate, FHA, Mortgage Lending, Mortgage Banking, First Time Home Buyers, Loan Origination, REO, Real Estate, Investment Properties, Selling, Investors, Sales, Underwriting, Referrals, Sellers, Property, Investments, Condos, Residential Mortgages, Real Estate Financing, Government Loans, Debt Consolidation, Construction Loans, FHA Financing, VA Loans
Education
University of Phoenix Online 2005 — 2007
BSEB, E-Business/Business Management
Jeremy McDonald's Oak Street Mortgage Experience December 2005 - May 2006
Job Loan Officer at Carrington Mortgage and Managing Member at Modern Escapes LLC
Industry Banking
Experience
Carrington Mortgage Services, Mortgage Lending Division August 2015 - Present
Modern Escapes LLC August 2014 - Present
Freedom Mortgage July 2014 - August 2015
Foundation Financial Group April 2014 - June 2014
PHH Mortgage May 2013 - December 2013
CIT April 2006 - May 2013
The Jacksonville Knights Inc. May 2009 - May 2011
Uni Mortgage 2006 - 2007
Oak Street Mortgage December 2005 - May 2006
East Coast Investments June 2003 - December 2005
Skills
Banking, Loans, Commercial Banking, Mortgage, Credit, Relationship Management, Customer Service, Customer Support, Corporate Finance, Mortgage Lending, Loan Officers, Calyx, DataTrac, Wholesale Lending, Leadership, Credit Risk, Risk Management, Business Development, Sales Management, Sales, Financial Analysis, Credit Analysis, Team Building, Marketing, Strategic Planning, Financial Services, Finance, Financial Risk, Mortgage Banking, Asset Based Lending, New Business Development, Customer Satisfaction, Commercial Lending, Account Management, Loan Origination, Business Relationship..., Quality Assurance, Quality Assurance..., Quality Assurance Review, Management, Process Improvement, Portfolio Management, Forecasting, Customer Retention, Call Centers, Analysis, Underwriting
Education
Lambuth University 1999 — 2000
Coursework, Management and Marketing Major
Carrington Mortgage Services, Mortgage Lending Division August 2015 - Present
Modern Escapes LLC August 2014 - Present
Freedom Mortgage July 2014 - August 2015
Foundation Financial Group April 2014 - June 2014
PHH Mortgage May 2013 - December 2013
CIT April 2006 - May 2013
The Jacksonville Knights Inc. May 2009 - May 2011
Uni Mortgage 2006 - 2007
Oak Street Mortgage December 2005 - May 2006
East Coast Investments June 2003 - December 2005
Skills
Banking, Loans, Commercial Banking, Mortgage, Credit, Relationship Management, Customer Service, Customer Support, Corporate Finance, Mortgage Lending, Loan Officers, Calyx, DataTrac, Wholesale Lending, Leadership, Credit Risk, Risk Management, Business Development, Sales Management, Sales, Financial Analysis, Credit Analysis, Team Building, Marketing, Strategic Planning, Financial Services, Finance, Financial Risk, Mortgage Banking, Asset Based Lending, New Business Development, Customer Satisfaction, Commercial Lending, Account Management, Loan Origination, Business Relationship..., Quality Assurance, Quality Assurance..., Quality Assurance Review, Management, Process Improvement, Portfolio Management, Forecasting, Customer Retention, Call Centers, Analysis, Underwriting
Education
Lambuth University 1999 — 2000
Coursework, Management and Marketing Major
Darian Luckett, MBA's Oak Street Mortgage Experience May 2004 - June 2005
Job Senior Loan Officer/Manager of Loan Sales at Wisconsin Women's Business Initiative Corporation
Industry Financial Services
Experience
Wisconsin Women's Business Initiative Corporation March 2013 - Present
Seaway Bank & Trust Corporation January 2012 - March 2013
Vangard Development Group February 2011 - November 2011
Impact Seven, Inc. April 2009 - May 2010
Milwaukee State Bank June 2005 - April 2009
North Milwaukee State Bank June 2005 - March 2009
Oak Street Mortgage May 2004 - June 2005
Bank Business Banking Division September 2003 - April 2004
Business Council December 2001 - September 2003
Marshall & Ilsley Bank August 1993 - November 2001
Skills
Retail Banking, Small Business Lending, Real Estate Development, Commercial Lending, Mortgage Lending, Underwriting, Loans, Credit Analysis, Credit, Banking, Financial Analysis, Real Estate Economics, Risk Management, Relationship Management, Commercial Banking, Real Estate, Customer Service, Portfolio Management, Budgets, Business Development, Consumer Lending, Cross Selling, Due Diligence, Leadership, Mortgage Banking, Management, Business Networking, Finance, Investments, Lines Of Credit, Strategic Financial...
Education
Cardinal Stritch University 2008 — 2010
Masters, Business Administration
UW-Whitewater 1985 — 1991
Bachelors in Business Administration, Finance
Wisconsin Women's Business Initiative Corporation March 2013 - Present
Seaway Bank & Trust Corporation January 2012 - March 2013
Vangard Development Group February 2011 - November 2011
Impact Seven, Inc. April 2009 - May 2010
Milwaukee State Bank June 2005 - April 2009
North Milwaukee State Bank June 2005 - March 2009
Oak Street Mortgage May 2004 - June 2005
Bank Business Banking Division September 2003 - April 2004
Business Council December 2001 - September 2003
Marshall & Ilsley Bank August 1993 - November 2001
Skills
Retail Banking, Small Business Lending, Real Estate Development, Commercial Lending, Mortgage Lending, Underwriting, Loans, Credit Analysis, Credit, Banking, Financial Analysis, Real Estate Economics, Risk Management, Relationship Management, Commercial Banking, Real Estate, Customer Service, Portfolio Management, Budgets, Business Development, Consumer Lending, Cross Selling, Due Diligence, Leadership, Mortgage Banking, Management, Business Networking, Finance, Investments, Lines Of Credit, Strategic Financial...
Education
Cardinal Stritch University 2008 — 2010
Masters, Business Administration
UW-Whitewater 1985 — 1991
Bachelors in Business Administration, Finance
Julie Dietz Julie Dietz's Oak Street Mortgage Experience January 2002 - May 2004
Job Training Professional
Industry Financial Services
Experience
Lifestyle Family Fitness June 2009 - September 2012
RFC ( Residential Finance Corp.) November 2008 - June 2009
Bear Stearns September 2006 - November 2008
Oak Street Mortgage, LLC January 2002 - July 2006
Oak Street Mortgage January 2002 - May 2004
Delta Funding October 1997 - December 2001
Fidelity Mortgage 1997 - 2001
Midwest National Mortgage Bank September 1994 - 1997
Skills
Customer Service, Process Improvement, Employee Training, Sales, Project Management, Training, Budgets, Sales Operations, Strategy, Organizational..., Management, Human Resources, Leadership, Negotiation, Strategic Planning, Employee Benefits, Program Management, Time Management, Team Management, Operations Management
Education
Miami University
Business
Lifestyle Family Fitness June 2009 - September 2012
RFC ( Residential Finance Corp.) November 2008 - June 2009
Bear Stearns September 2006 - November 2008
Oak Street Mortgage, LLC January 2002 - July 2006
Oak Street Mortgage January 2002 - May 2004
Delta Funding October 1997 - December 2001
Fidelity Mortgage 1997 - 2001
Midwest National Mortgage Bank September 1994 - 1997
Skills
Customer Service, Process Improvement, Employee Training, Sales, Project Management, Training, Budgets, Sales Operations, Strategy, Organizational..., Management, Human Resources, Leadership, Negotiation, Strategic Planning, Employee Benefits, Program Management, Time Management, Team Management, Operations Management
Education
Miami University
Business
Ben Pidgeon's Oak Street Mortgage Experience 2002 - 2004
Job Vice President Private Banker II at MainSource Bank
Industry Banking
Experience
MainSource Bank August 2012 - Present
M&I Bank April 2005 - July 2012
M&I Bank April 2005 - October 2009
Bank One 2003 - 2005
Oak Street Mortgage 2002 - 2004
Skills
Banking, Credit, Finance, Loans, Management, Small Business Lending, Investments, Credit Analysis, Financial Analysis, Leadership, Sales, Critical Thinking, Cash Management, Customer Service, Consumer Lending, Commercial Lending, Lines Of Credit, Business Analysis, Microsoft Office, Microsoft Excel, Forecasting, Minitab, PowerPoint, Retail Banking, Loan Origination, Excel, Data Analysis, Quantitative Analysis, Decision Analysis, Mortgage Lending, Financial Modeling, Strategic Planning, Budgets, Listening Skills, Modeling, Decision Making, Predictive Modeling, Credit Scoring, Credit Risk, Analysis, Cross Selling, Underwriting, Quantitative Analytics, Strategic Financial..., Home Equity Lines of..., Negotiation, Business Development, Private Banking, Cash Flow
Education
Indiana University - Kelley School of Business 2009 — 2012
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2001
BS, Economics
RMA Lending school
West Lafayette HS
MainSource Bank August 2012 - Present
M&I Bank April 2005 - July 2012
M&I Bank April 2005 - October 2009
Bank One 2003 - 2005
Oak Street Mortgage 2002 - 2004
Skills
Banking, Credit, Finance, Loans, Management, Small Business Lending, Investments, Credit Analysis, Financial Analysis, Leadership, Sales, Critical Thinking, Cash Management, Customer Service, Consumer Lending, Commercial Lending, Lines Of Credit, Business Analysis, Microsoft Office, Microsoft Excel, Forecasting, Minitab, PowerPoint, Retail Banking, Loan Origination, Excel, Data Analysis, Quantitative Analysis, Decision Analysis, Mortgage Lending, Financial Modeling, Strategic Planning, Budgets, Listening Skills, Modeling, Decision Making, Predictive Modeling, Credit Scoring, Credit Risk, Analysis, Cross Selling, Underwriting, Quantitative Analytics, Strategic Financial..., Home Equity Lines of..., Negotiation, Business Development, Private Banking, Cash Flow
Education
Indiana University - Kelley School of Business 2009 — 2012
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2001
BS, Economics
RMA Lending school
West Lafayette HS
Jason Huet Jason Huet's Oak Street Mortgage Experience April 2001 - July 2004
Job Consumer Loan Underwriter III at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage July 2015 - Present
Digital Risk March 2011 - July 2015
Advocate Auto Consultants June 2008 - March 2011
First Bank February 2007 - May 2008
Accredited Home Lenders September 2005 - February 2007
Universal Lending Corp August 2004 - August 2005
Oak Street Mortgage April 2001 - July 2004
Skills
Loans, Management, Sales, Marketing, Mortgage Lending, Loan Origination, New Business Development, Investments, Underwriting, Coaching, CRM, Leadership, Recruiting, Sales Operations, Mortgage Banking
Education
University of North Texas
Bachelors, Science
Wells Fargo Home Mortgage July 2015 - Present
Digital Risk March 2011 - July 2015
Advocate Auto Consultants June 2008 - March 2011
First Bank February 2007 - May 2008
Accredited Home Lenders September 2005 - February 2007
Universal Lending Corp August 2004 - August 2005
Oak Street Mortgage April 2001 - July 2004
Skills
Loans, Management, Sales, Marketing, Mortgage Lending, Loan Origination, New Business Development, Investments, Underwriting, Coaching, CRM, Leadership, Recruiting, Sales Operations, Mortgage Banking
Education
University of North Texas
Bachelors, Science
Aimee LeBlanc Aimee LeBlanc's Oak Street Mortgage Experience October 2004 - July 2005
Job Regional Account Executive at S & D Coffee
Industry Food & Beverages
Experience
S & D Coffee April 2012 - Present
Presidente USA June 2010 - November 2011
AM Marketing and Promotions June 2009 - January 2011
PPR Healthcare Staffing November 2007 - February 2009
First NLC June 2007 - September 2007
The Lending Group, Inc February 2005 - May 2007
Oak Street Mortgage October 2004 - July 2005
Lasota Lavilla School of the Arts August 2003 - October 2004
Skills
Account Management, Advertising, Budgets, Customer Service, Management, Marketing, Marketing Strategy, Microsoft Excel, New Business Development, Outlook, PowerPoint, Radio Advertising, Recruiting, Retail, Sales, Strategic Planning, Cold Calling, Sales Management, Sales Operations, Team Building
Education
Florida State College at Jacksonville 2010 — 2017
Associate of Arts (A.A.), Marketing
S & D Coffee April 2012 - Present
Presidente USA June 2010 - November 2011
AM Marketing and Promotions June 2009 - January 2011
PPR Healthcare Staffing November 2007 - February 2009
First NLC June 2007 - September 2007
The Lending Group, Inc February 2005 - May 2007
Oak Street Mortgage October 2004 - July 2005
Lasota Lavilla School of the Arts August 2003 - October 2004
Skills
Account Management, Advertising, Budgets, Customer Service, Management, Marketing, Marketing Strategy, Microsoft Excel, New Business Development, Outlook, PowerPoint, Radio Advertising, Recruiting, Retail, Sales, Strategic Planning, Cold Calling, Sales Management, Sales Operations, Team Building
Education
Florida State College at Jacksonville 2010 — 2017
Associate of Arts (A.A.), Marketing
Ronda Evans Ronda Evans's Oak Street Mortgage Experience August 2002 - October 2006
Job Mortgage Loan Processor
Industry Banking
Experience
Caliber Home Loans September 2014 - Present
53rd Mortgage June 2009 - April 2014
Chase Student Loans April 2009 - June 2009
Chase Student Loans February 2008 - April 2009
Ace Mortgage Company October 2006 - October 2007
Oak Street Mortgage August 2002 - October 2006
Meritage Mortgage Corporation June 2002 - August 2002
Royal Title Services, Inc April 1994 - August 2000
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Customer Service, Loan Servicing, Real Estate, Sales, Underwriting, Training, USDA
Education
Sinclair Community College 1987 — 1992
Business
Caliber Home Loans September 2014 - Present
53rd Mortgage June 2009 - April 2014
Chase Student Loans April 2009 - June 2009
Chase Student Loans February 2008 - April 2009
Ace Mortgage Company October 2006 - October 2007
Oak Street Mortgage August 2002 - October 2006
Meritage Mortgage Corporation June 2002 - August 2002
Royal Title Services, Inc April 1994 - August 2000
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Customer Service, Loan Servicing, Real Estate, Sales, Underwriting, Training, USDA
Education
Sinclair Community College 1987 — 1992
Business
Scott Henson's Oak Street Mortgage Experience January 2004 - January 2006
Job Teacher/Head Baseball Coach at Hamilton Southeastern High School
Industry Sports
Experience
Hamilton Southeastern High School January 2011 - Present
Northern Nash High School August 2006 - October 2010
Oak Street Mortgage January 2004 - January 2006
Skills
Fundraising, Instruction, Team Leadership, Outstanding..., Travel Planning, Expense Budget..., Athletics, Coaching, Event Planning, Public Speaking, Teaching, Team Building, Management, Sports Coaching, Social Media, Event Management, Sports Marketing, Leadership, Microsoft Office
Education
East Carolina University 2006 — 2006
Education Certification, Teaching Certification
Indiana University-Purdue University at Indianapolis 1994 — 2000
Bachelor of Arts (BA), History
Hamilton Southeastern High School January 2011 - Present
Northern Nash High School August 2006 - October 2010
Oak Street Mortgage January 2004 - January 2006
Skills
Fundraising, Instruction, Team Leadership, Outstanding..., Travel Planning, Expense Budget..., Athletics, Coaching, Event Planning, Public Speaking, Teaching, Team Building, Management, Sports Coaching, Social Media, Event Management, Sports Marketing, Leadership, Microsoft Office
Education
East Carolina University 2006 — 2006
Education Certification, Teaching Certification
Indiana University-Purdue University at Indianapolis 1994 — 2000
Bachelor of Arts (BA), History
Laura Skelton-David's Oak Street Mortgage Experience June 2001 - March 2005
Job ECommerce / Systems Accountant at Indiana State University
Industry Higher Education
Experience
Indiana State University July 2008 - Present
First Financial Bank NA March 2005 - June 2008
Oak Street Mortgage June 2001 - March 2005
Skills
Leadership, Higher Education, Customer Service, Event Planning
Education
Indiana State University - School of Business 2011 — 2014
Master of Business Administration (MBA)
Indiana State University - School of Business 2005 — 2008
Bachelor's degree, Accounting
Indiana State University - School of Business 1996 — 2001
Bachelor of Science (BS), Management Information Systems, General
Indiana State University July 2008 - Present
First Financial Bank NA March 2005 - June 2008
Oak Street Mortgage June 2001 - March 2005
Skills
Leadership, Higher Education, Customer Service, Event Planning
Education
Indiana State University - School of Business 2011 — 2014
Master of Business Administration (MBA)
Indiana State University - School of Business 2005 — 2008
Bachelor's degree, Accounting
Indiana State University - School of Business 1996 — 2001
Bachelor of Science (BS), Management Information Systems, General
Jeffrey Marston's Oak Street Mortgage Experience June 2001 - June 2005
Job Sr. Director, Product Sales and Operations at Comcast
Industry Telecommunications
Experience
Comcast August 2010 - Present
Paladin Capital September 2008 - August 2010
First United Financial June 2005 - January 2008
Oak Street Mortgage June 2001 - June 2005
Skills
Telecommunications, Sales Operations, Start-ups, Business Development, Solution Selling, VoIP, Recruiting, Direct Sales, Co-location, Selling, Sales Management, Contract Negotiation, CRM, Leadership, Management, Sales, Strategy, Salesforce.com, Account Management, Sales Process, Team Management, Managed Services, Call Centers, Strategic Partnerships, Wireless, Project Management, B2B, Customer Retention, SaaS, Cold Calling, New Business Development, Lead Generation, Channel Partners, Product Marketing, Cloud Computing, Product Management, Broadband, Telephony, Unified Communications, Team Building
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (BA)
Indiana Wesleyan University
Master of Business Administration (MBA)
Comcast August 2010 - Present
Paladin Capital September 2008 - August 2010
First United Financial June 2005 - January 2008
Oak Street Mortgage June 2001 - June 2005
Skills
Telecommunications, Sales Operations, Start-ups, Business Development, Solution Selling, VoIP, Recruiting, Direct Sales, Co-location, Selling, Sales Management, Contract Negotiation, CRM, Leadership, Management, Sales, Strategy, Salesforce.com, Account Management, Sales Process, Team Management, Managed Services, Call Centers, Strategic Partnerships, Wireless, Project Management, B2B, Customer Retention, SaaS, Cold Calling, New Business Development, Lead Generation, Channel Partners, Product Marketing, Cloud Computing, Product Management, Broadband, Telephony, Unified Communications, Team Building
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (BA)
Indiana Wesleyan University
Master of Business Administration (MBA)
Vicki McFadden's Oak Street Mortgage Experience 2004 - 2007
Job Executive Assistant | Travel & Entertainment Coordinator at Acme Lift Company
Industry Construction
Experience
Acme Lift Company June 2011 - Present
Sunflower Farmers Market October 2007 - April 2011
Oak Street Mortgage 2004 - 2007
Bank One 1999 - 2004
Banc One Financial Services 1996 - 1999
Skills
Teamwork, Outlook, Administrative..., Process Scheduler, PowerPoint, Team Leadership, Leadership, Data Entry, Office Management, Time Management, Process Improvement, Event Planning, Editing, Project Management, Customer Service, Access, Inventory Management, Spreadsheets, Administration, Telephone Skills, Administrative..., Team Building
Education
Indiana Vocational Technical School 1989 — 1990
Secretarial Science
Indiana Business College 1987 — 1989
Secretarial Science
Acme Lift Company June 2011 - Present
Sunflower Farmers Market October 2007 - April 2011
Oak Street Mortgage 2004 - 2007
Bank One 1999 - 2004
Banc One Financial Services 1996 - 1999
Skills
Teamwork, Outlook, Administrative..., Process Scheduler, PowerPoint, Team Leadership, Leadership, Data Entry, Office Management, Time Management, Process Improvement, Event Planning, Editing, Project Management, Customer Service, Access, Inventory Management, Spreadsheets, Administration, Telephone Skills, Administrative..., Team Building
Education
Indiana Vocational Technical School 1989 — 1990
Secretarial Science
Indiana Business College 1987 — 1989
Secretarial Science
Stephanie Elefante's Oak Street Mortgage Experience October 2004 - September 2006
Job Senior Government Underwriter IV
Industry Financial Services
Experience
EverBank July 2013 - Present
JP Morgan Chase June 2009 - July 2013
Countrywide Home Loans February 2008 - November 2008
Ace Mortgage Funding 2006 - 2007
Oak Street Mortgage October 2004 - September 2006
Irwin Mortgage - Wholesale Division April 2004 - October 2004
Countrywide Wholesale September 1997 - April 2004
Skills
Underwriting, Credit, FHA, Mortgage Underwriting, USDA, Credit Risk, Mortgage Lending, Mortgage Banking, Loans, Management, Banking, Loan Origination, Refinance, Salesforce.com, Credit Analysis, Residential Mortgages, Loss Mitigation, Insurance, Risk Management, Process Improvement, FHA financing, Government Loans, Wholesale Lending, VA loans, Loan Servicing, Consumer Lending, Financial Risk, Reverse Mortgages, Financial Services, Finance, Risk Analysis, First Time Home Buyers, Retail Banking, Appraisals, Portfolio Management, Relationship Management, Mortgage Servicing
Education
Marian College 2006 — 2009
Marketing
Indiana University-Purdue University at Indianapolis 1994 — 1995
EverBank July 2013 - Present
JP Morgan Chase June 2009 - July 2013
Countrywide Home Loans February 2008 - November 2008
Ace Mortgage Funding 2006 - 2007
Oak Street Mortgage October 2004 - September 2006
Irwin Mortgage - Wholesale Division April 2004 - October 2004
Countrywide Wholesale September 1997 - April 2004
Skills
Underwriting, Credit, FHA, Mortgage Underwriting, USDA, Credit Risk, Mortgage Lending, Mortgage Banking, Loans, Management, Banking, Loan Origination, Refinance, Salesforce.com, Credit Analysis, Residential Mortgages, Loss Mitigation, Insurance, Risk Management, Process Improvement, FHA financing, Government Loans, Wholesale Lending, VA loans, Loan Servicing, Consumer Lending, Financial Risk, Reverse Mortgages, Financial Services, Finance, Risk Analysis, First Time Home Buyers, Retail Banking, Appraisals, Portfolio Management, Relationship Management, Mortgage Servicing
Education
Marian College 2006 — 2009
Marketing
Indiana University-Purdue University at Indianapolis 1994 — 1995
Michael Brookhouser Michael Brookhouser's Oak Street Mortgage Experience August 2005 - June 2006
Job Vice President of Sales at Education Management Solutions
Industry Information Technology and Services
Experience
Education Management Solutions January 2015 - Present
Education Management Solutions 2008 - January 2015
Mortgage Network Solutions June 2006 - January 2008
Oak Street Mortgage August 2005 - June 2006
Visual Sound August 1993 - August 2005
Skills
Strategic Planning, Project Management, Team Building, Sales, Management, New Business Development, Sales Management, Business Development, Negotiation, Account Management, Marketing, Microsoft Office, Salesforce.com, Product Management, Training, Contract Negotiation, Healthcare, Selling, Direct Sales, Cross-functional Team..., Sales Operations, Leadership, Product Launch, Solution Selling, Team Leadership, Cold Calling, Program Management, Strategy, Marketing Strategy, Medical Devices, SaaS, Business Strategy, Process Improvement, Product Marketing, Sales Presentations, Lead Generation, Enterprise Software, Email Marketing, Sales Process, Strategic Partnerships
Education
Temple University 1991 — 1994
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Education Management Solutions January 2015 - Present
Education Management Solutions 2008 - January 2015
Mortgage Network Solutions June 2006 - January 2008
Oak Street Mortgage August 2005 - June 2006
Visual Sound August 1993 - August 2005
Skills
Strategic Planning, Project Management, Team Building, Sales, Management, New Business Development, Sales Management, Business Development, Negotiation, Account Management, Marketing, Microsoft Office, Salesforce.com, Product Management, Training, Contract Negotiation, Healthcare, Selling, Direct Sales, Cross-functional Team..., Sales Operations, Leadership, Product Launch, Solution Selling, Team Leadership, Cold Calling, Program Management, Strategy, Marketing Strategy, Medical Devices, SaaS, Business Strategy, Process Improvement, Product Marketing, Sales Presentations, Lead Generation, Enterprise Software, Email Marketing, Sales Process, Strategic Partnerships
Education
Temple University 1991 — 1994
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Jeremy Rehwald Jeremy Rehwald's Oak Street Mortgage Experience January 2005 - September 2007
Job Founder at Wildcat Lending
Industry Real Estate
Experience
Wildcat Lending November 2014 - Present
Great Western Financial Services, Inc September 2007 - December 2014
Oak Street Mortgage January 2005 - September 2007
Wells Fargo Home Mortgage January 2004 - January 2005
Oak Street Mortgage April 2003 - January 2004
Conseco July 2002 - March 2003
Electronic Data Systems January 2001 - July 2002
Skills
Management, Sales, Leadership, Business Development, Mortgage Banking, Negotiation, Loans, Sales Management, Finance, Mortgage Lending
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Bachelors, Finance/Management
Wildcat Lending November 2014 - Present
Great Western Financial Services, Inc September 2007 - December 2014
Oak Street Mortgage January 2005 - September 2007
Wells Fargo Home Mortgage January 2004 - January 2005
Oak Street Mortgage April 2003 - January 2004
Conseco July 2002 - March 2003
Electronic Data Systems January 2001 - July 2002
Skills
Management, Sales, Leadership, Business Development, Mortgage Banking, Negotiation, Loans, Sales Management, Finance, Mortgage Lending
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Bachelors, Finance/Management
Sherry Price's Oak Street Mortgage Experience February 2004 - February 2005
Job Underwriter at BNC National Bank
Industry Financial Services
Experience
Veteran United Home Loans May 2010 - Present
BNC National Bank May 2009 - May 2010
BNC National Bank May 2009 - May 2010
Capital One Home Loans March 2005 - April 2009
Oak Street Mortgage February 2004 - February 2005
Community America Credit Union October 2002 - December 2003
Transamerica Home Loans August 1997 - September 2002
Metmor Financial December 1989 - May 1997
Skills
Mortgage Lending, Loans, Underwriting, Mortgage Banking, Refinance
Education
Kansas State University 1978 — 1980
Veteran United Home Loans May 2010 - Present
BNC National Bank May 2009 - May 2010
BNC National Bank May 2009 - May 2010
Capital One Home Loans March 2005 - April 2009
Oak Street Mortgage February 2004 - February 2005
Community America Credit Union October 2002 - December 2003
Transamerica Home Loans August 1997 - September 2002
Metmor Financial December 1989 - May 1997
Skills
Mortgage Lending, Loans, Underwriting, Mortgage Banking, Refinance
Education
Kansas State University 1978 — 1980
Michelle Fraser, MBA, PMP's Oak Street Mortgage Experience June 2004 - March 2006
Job Production Support Lead
Industry Insurance
Experience
Medical Protective April 2014 - Present
Vera Bradley September 2013 - April 2014
Vera Bradley May 2010 - April 2014
Ivy Tech Community College January 2009 - May 2013
Lincoln Financial Group April 2007 - March 2010
American Home Mortgage March 2006 - April 2007
Oak Street Mortgage June 2004 - March 2006
Irwin Mortgage May 2003 - June 2004
Irwin Mortgage May 2003 - May 2004
Michelle Fraser January 2001 - January 2003
Skills
SDLC, Business Analysis, Documentation, MS Project, Process Engineering, SOX Compliancy, Sarbanes-Oxley Act, Auditing, IT Audit, Internal Control..., Business Process, Software Documentation, PMP, Testing, Project Management, Teaching, Visio, Internal Controls, Project Coordination, Internal Audit, Marketing, Quality Assurance
Education
Indiana Wesleyan University 2000 — 2003
MBA, Accounting
Ball State University - College of Business 1989 — 1993
Bachelor of Science (BS), Marketing
Medical Protective April 2014 - Present
Vera Bradley September 2013 - April 2014
Vera Bradley May 2010 - April 2014
Ivy Tech Community College January 2009 - May 2013
Lincoln Financial Group April 2007 - March 2010
American Home Mortgage March 2006 - April 2007
Oak Street Mortgage June 2004 - March 2006
Irwin Mortgage May 2003 - June 2004
Irwin Mortgage May 2003 - May 2004
Michelle Fraser January 2001 - January 2003
Skills
SDLC, Business Analysis, Documentation, MS Project, Process Engineering, SOX Compliancy, Sarbanes-Oxley Act, Auditing, IT Audit, Internal Control..., Business Process, Software Documentation, PMP, Testing, Project Management, Teaching, Visio, Internal Controls, Project Coordination, Internal Audit, Marketing, Quality Assurance
Education
Indiana Wesleyan University 2000 — 2003
MBA, Accounting
Ball State University - College of Business 1989 — 1993
Bachelor of Science (BS), Marketing
Morgan Phillips Hoople's Oak Street Mortgage Experience May 2003 - November 2003
Job Technical Assistant at Carnegie Institution for Science
Industry Research
Experience
Carnegie Institution for Science July 2004 - Present
Glenmore Ponies December 2003 - May 2004
Oak Street Mortgage May 2003 - November 2003
Oak Street Mortgage August 2002 - May 2003
Skills
Research, Analysis, Microsoft Office, Editing, Project Management, Event Management, Social Media, Grant Writing, Photoshop, DOE Fastlane, EndNote, SiteSpinner Pro, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Proposal Writing, Joomla, Drupal, Grants.gov, Science
Education
DePauw University 1998 — 2002
BA, European History
Park Tudor School 1992 — 1998
Carnegie Institution for Science July 2004 - Present
Glenmore Ponies December 2003 - May 2004
Oak Street Mortgage May 2003 - November 2003
Oak Street Mortgage August 2002 - May 2003
Skills
Research, Analysis, Microsoft Office, Editing, Project Management, Event Management, Social Media, Grant Writing, Photoshop, DOE Fastlane, EndNote, SiteSpinner Pro, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Proposal Writing, Joomla, Drupal, Grants.gov, Science
Education
DePauw University 1998 — 2002
BA, European History
Park Tudor School 1992 — 1998
Jackie Hohman's Oak Street Mortgage Experience April 2004 - April 2006
Job .
Industry Banking
Experience
Wells Fargo February 2012 - November 2014
JPMorgan Chase June 2011 - February 2012
GWFS March 2007 - March 2011
GE EQUITY October 2006 - March 2007
Countrywide CMD April 2006 - October 2006
Oak Street Mortgage April 2004 - April 2006
Saxon Mortgage October 1999 - April 2004
Skills
Mortgage Banking, USDA, FHA, Residential Mortgages, Credit, Loan Origination, Mortgage Lending, Refinance, Loss Mitigation, VA loans, Banking, Credit Analysis, Loans, VA Loans, FHA financing, Mortgage Underwriting, Underwriting, FHA Financing
Education
Court Reporting Inst. of Dallas 1991 — 1995
Court Reporting/Law
Brookhaven Community College 1985 — 1986
Business Administration and Management, General
Northwest 1983 — 1984
Business
Wells Fargo February 2012 - November 2014
JPMorgan Chase June 2011 - February 2012
GWFS March 2007 - March 2011
GE EQUITY October 2006 - March 2007
Countrywide CMD April 2006 - October 2006
Oak Street Mortgage April 2004 - April 2006
Saxon Mortgage October 1999 - April 2004
Skills
Mortgage Banking, USDA, FHA, Residential Mortgages, Credit, Loan Origination, Mortgage Lending, Refinance, Loss Mitigation, VA loans, Banking, Credit Analysis, Loans, VA Loans, FHA financing, Mortgage Underwriting, Underwriting, FHA Financing
Education
Court Reporting Inst. of Dallas 1991 — 1995
Court Reporting/Law
Brookhaven Community College 1985 — 1986
Business Administration and Management, General
Northwest 1983 — 1984
Business
Mike Burk Mike Burk's Oak Street Mortgage Experience May 2001 - September 2006
Job Associate, Consumer Ln Ops Sprt Officer II at JPMChase
Industry Banking
Experience
JPMorgan Chase June 2012 - Present
JP Morgan Chase March 2010 - June 2012
JPMorgan Chase July 2008 - March 2010
Decision One Mortgage January 2007 - September 2007
HSBC Mortgage Services 2007 - 2007
Oak Street Mortgage May 2001 - September 2006
Bank One 1995 - 2001
Skills
Mortgage Banking, Mortgage Lending, FHA, Underwriting, Refinance, Loan Origination, Credit, Residential Mortgages, Loans, Banking, Loss Mitigation, Financial Analysis, Call Center, VA loans, Portfolio Management, USDA, Mortgage Underwriting, Managed Hosting, Credit Risk, Credit Analysis, Sales, Financial Risk, Funding, Commercial Lending, VA Loans, Call Centers
Education
Ohio University 1988 — 1992
Bachelors Degree, Communication
Troy High School 1984 — 1988
Pre college, Pre college classes
JPMorgan Chase June 2012 - Present
JP Morgan Chase March 2010 - June 2012
JPMorgan Chase July 2008 - March 2010
Decision One Mortgage January 2007 - September 2007
HSBC Mortgage Services 2007 - 2007
Oak Street Mortgage May 2001 - September 2006
Bank One 1995 - 2001
Skills
Mortgage Banking, Mortgage Lending, FHA, Underwriting, Refinance, Loan Origination, Credit, Residential Mortgages, Loans, Banking, Loss Mitigation, Financial Analysis, Call Center, VA loans, Portfolio Management, USDA, Mortgage Underwriting, Managed Hosting, Credit Risk, Credit Analysis, Sales, Financial Risk, Funding, Commercial Lending, VA Loans, Call Centers
Education
Ohio University 1988 — 1992
Bachelors Degree, Communication
Troy High School 1984 — 1988
Pre college, Pre college classes
Heather Gossard's Oak Street Mortgage Experience April 2004 - June 2006
Job Specialty Sales Representative at Boehringer IngelheimPresident's Club Winner
Industry Pharmaceuticals
Experience
Boehringer Ingelheim April 2013 - Present
Source Diagnostics June 2012 - March 2013
Forest Laboratories September 2008 - June 2012
CCS Medical July 2007 - July 2008
CCS Medical July 2007 - July 2008
Oak Street Mortgage April 2004 - June 2006
National Institute For Fitness and Sport December 2000 - April 2004
Skills
Medical Devices, Cardiology, Selling, Pharmaceutical Sales, Hospitals, Selling Skills, Diabetes, OB/GYN, Clinical Research, Neurology, Business Development, Wound Care, Pain Management, Product Launch, Healthcare, Sales Operations, Pulmonology, Rheumatology, Psychiatry, Alzheimer's disease, Healthcare Industry, Leadership
Education
Indiana University Bloomington 1998 — 2000
Physical Therapy-Exercise Science/Kinesiology, Exercise Physiology, Biomechanics, Kinesiology, Psychology, Infectious Disease, Physical Therapy
University of Notre Dame 1994 — 1997
Pre-Medical Sciences, Biology, Chemistry, Organic Chemistry, Microbiology
Carmel High School 1990 — 1994
Diploma
Boehringer Ingelheim April 2013 - Present
Source Diagnostics June 2012 - March 2013
Forest Laboratories September 2008 - June 2012
CCS Medical July 2007 - July 2008
CCS Medical July 2007 - July 2008
Oak Street Mortgage April 2004 - June 2006
National Institute For Fitness and Sport December 2000 - April 2004
Skills
Medical Devices, Cardiology, Selling, Pharmaceutical Sales, Hospitals, Selling Skills, Diabetes, OB/GYN, Clinical Research, Neurology, Business Development, Wound Care, Pain Management, Product Launch, Healthcare, Sales Operations, Pulmonology, Rheumatology, Psychiatry, Alzheimer's disease, Healthcare Industry, Leadership
Education
Indiana University Bloomington 1998 — 2000
Physical Therapy-Exercise Science/Kinesiology, Exercise Physiology, Biomechanics, Kinesiology, Psychology, Infectious Disease, Physical Therapy
University of Notre Dame 1994 — 1997
Pre-Medical Sciences, Biology, Chemistry, Organic Chemistry, Microbiology
Carmel High School 1990 — 1994
Diploma
Louis Antoine Louis Antoine's Oak Street Mortgage Experience September 2005 - October 2006
Job Licensed Insurance Agent at American General Life and Accident
Industry Financial Services
Experience
American General Life and Accident Company...Life Insurance You Don't Have to Die to Use. November 2011 - Present
Open Mortgage, LLC January 2010 - Present
HomeView Lending September 2006 - October 2007
Oak Street Mortgage September 2005 - October 2006
Aegis Funding October 2004 - October 2005
Nations Home Lending Center November 2002 - October 2004
National Home Loan Corp October 1994 - November 2002
Skills
Loans, Brokers, Insurance, Mortgage, FHA, Residential, First Time Home Buyers, Purchase, Mortgage Lending
Education
New England Institute of Technology 1988 — 1989
Associates, Architectural Drafting
Carteret High School 1980 — 1984
Diploma
Carteret High SchoolHigh School DiplomaCollege
Diploma
American General Life and Accident Company...Life Insurance You Don't Have to Die to Use. November 2011 - Present
Open Mortgage, LLC January 2010 - Present
HomeView Lending September 2006 - October 2007
Oak Street Mortgage September 2005 - October 2006
Aegis Funding October 2004 - October 2005
Nations Home Lending Center November 2002 - October 2004
National Home Loan Corp October 1994 - November 2002
Skills
Loans, Brokers, Insurance, Mortgage, FHA, Residential, First Time Home Buyers, Purchase, Mortgage Lending
Education
New England Institute of Technology 1988 — 1989
Associates, Architectural Drafting
Carteret High School 1980 — 1984
Diploma
Carteret High SchoolHigh School DiplomaCollege
Diploma
Jeannie Bach Jeannie Bach's Oak Street Mortgage Experience April 2004 - April 2007
Job Account Executive at RCGA
Industry Nonprofit Organization Management
Experience
RCGA May 2008 - March 2009
Suntrup Automotive Group April 2007 - November 2007
Oak Street Mortgage April 2004 - April 2007
Home Funds Direct May 2001 - April 2004
Home Funds Direct May 2001 - April 2004
Skills
Credit, Sales, Loans
Education
Fontbonne University 2002 — 2005
BA, Business
Community College St 1999 — 2001
degree in B/A, Business Administration; Organizational Studies
Dale Carnegie Institute Training (2004)
Fontbonne University St
Business Administration
RCGA May 2008 - March 2009
Suntrup Automotive Group April 2007 - November 2007
Oak Street Mortgage April 2004 - April 2007
Home Funds Direct May 2001 - April 2004
Home Funds Direct May 2001 - April 2004
Skills
Credit, Sales, Loans
Education
Fontbonne University 2002 — 2005
BA, Business
Community College St 1999 — 2001
degree in B/A, Business Administration; Organizational Studies
Dale Carnegie Institute Training (2004)
Fontbonne University St
Business Administration
Craig De Vito Craig De Vito's Oak Street Mortgage Experience February 2005 - March 2007
Job at YP formerly AT&T Advertising Solutions
Industry Internet
Experience
YP Marketing Solutions February 2009 - Present
Oak Street Mortgage February 2005 - March 2007
Aames Home Loan August 2004 - January 2005
Countrywide's Full Spectrum Lending July 2001 - August 2004
The Mortgage Company June 2000 - July 2001
Government Mortgage October 1996 - June 2000
Skills
Mortgage Lending, Online Advertising, Local Search, Management, SEM, Mobile Advertising, Cold Calling, New Business Development, Lead Generation, Budgets, Sales, Digital Media, Digital Marketing, Mobile Marketing, Advertising Sales, Social Media Marketing, Email Marketing, Online Marketing, Direct Marketing, Google Adwords, Salesforce.com, B2B, Advertising, Sales Presentations, SEO, Search Advertising, PPC, Google Analytics, Web Analytics, Marketing, Media Planning
Education
Johnson & Wales University 1983 — 1985
BS, Hotel Restaurant Institutional Management
Bergen Community College 1981 — 1983
AAS, Hotel Restaurant Management
Bloomfield High School 1976 — 1980
Hotel Restaurant Management
YP Marketing Solutions February 2009 - Present
Oak Street Mortgage February 2005 - March 2007
Aames Home Loan August 2004 - January 2005
Countrywide's Full Spectrum Lending July 2001 - August 2004
The Mortgage Company June 2000 - July 2001
Government Mortgage October 1996 - June 2000
Skills
Mortgage Lending, Online Advertising, Local Search, Management, SEM, Mobile Advertising, Cold Calling, New Business Development, Lead Generation, Budgets, Sales, Digital Media, Digital Marketing, Mobile Marketing, Advertising Sales, Social Media Marketing, Email Marketing, Online Marketing, Direct Marketing, Google Adwords, Salesforce.com, B2B, Advertising, Sales Presentations, SEO, Search Advertising, PPC, Google Analytics, Web Analytics, Marketing, Media Planning
Education
Johnson & Wales University 1983 — 1985
BS, Hotel Restaurant Institutional Management
Bergen Community College 1981 — 1983
AAS, Hotel Restaurant Management
Bloomfield High School 1976 — 1980
Hotel Restaurant Management
Barney Trader( tenor01@yahoo.com)'s Oak Street Mortgage Experience February 2001 - March 2004
Job Real Estate Consultant
Industry Real Estate
Experience
Keller Williams Realty February 2006 - Present
TRG Recruiting March 2004 - February 2006
Oak Street Mortgage February 2001 - March 2004
Education
Clayton State College 1991 — 1997
BM
University of South Carolina-Columbia 1993 — 1994
Keller Williams Realty February 2006 - Present
TRG Recruiting March 2004 - February 2006
Oak Street Mortgage February 2001 - March 2004
Education
Clayton State College 1991 — 1997
BM
University of South Carolina-Columbia 1993 — 1994
Sandra (Ceniceros) Rhodes's Oak Street Mortgage Experience November 2002 - December 2006
Job Independent Consultant NEKTech Consulting Group
Industry Information Technology and Services
Experience
Single Source Systems January 2014 - Present
Zotec Partners LLC August 2007 - January 2014
NovaStar Mortgage December 2006 - August 2007
Oak Street Mortgage November 2002 - December 2006
Single Source Systems January 1997 - October 2002
Skills
Project Management, Leadership, Networking, Process Improvement, Disaster Recovery, Windows Server, Troubleshooting, Strategic Planning, Active Directory, SharePoint, Program Management, Team Leadership, Customer Service, Team Building, System Administration, Visio, Management, Software Documentation, Microsoft Office
Education
Purdue University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Integrated Manufacturing Technology
Single Source Systems January 2014 - Present
Zotec Partners LLC August 2007 - January 2014
NovaStar Mortgage December 2006 - August 2007
Oak Street Mortgage November 2002 - December 2006
Single Source Systems January 1997 - October 2002
Skills
Project Management, Leadership, Networking, Process Improvement, Disaster Recovery, Windows Server, Troubleshooting, Strategic Planning, Active Directory, SharePoint, Program Management, Team Leadership, Customer Service, Team Building, System Administration, Visio, Management, Software Documentation, Microsoft Office
Education
Purdue University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Integrated Manufacturing Technology
Rick Dennen's Oak Street Mortgage Experience 2003 - 2009
Job President and CEO at Oak Street Funding
Industry Banking
Experience
Indiana University 2012 - Present
Oak Street Funding 2003 - Present
White River Venture Partners March 2000 - Present
St. Simon Church 2006 - 2012
Indiana CPA Society 2006 - 2010
Oak Street Mortgage 2003 - 2009
Deloitte 1993 - 2000
Skills
Capital Raising, Start-ups, Financial Services, Securitization, Financial Analysis, Banking, Insurance, Strategic Planning, Mergers, Risk Management, Small Business, Credit, Loans, Underwriting, Accounting, Strategic Financial..., Business Strategy, Investments, Mortgage Lending, Managerial Finance, Analysis, Auditing, Business Development, Finance, Leadership, Marketing, Mergers, Venture Capital
Education
Indiana University - Kelley School of Business 1995 — 1997
Masters, Finance
Indiana University Bloomington 1984 — 1988
BS, Accounting
Indiana University 2012 - Present
Oak Street Funding 2003 - Present
White River Venture Partners March 2000 - Present
St. Simon Church 2006 - 2012
Indiana CPA Society 2006 - 2010
Oak Street Mortgage 2003 - 2009
Deloitte 1993 - 2000
Skills
Capital Raising, Start-ups, Financial Services, Securitization, Financial Analysis, Banking, Insurance, Strategic Planning, Mergers, Risk Management, Small Business, Credit, Loans, Underwriting, Accounting, Strategic Financial..., Business Strategy, Investments, Mortgage Lending, Managerial Finance, Analysis, Auditing, Business Development, Finance, Leadership, Marketing, Mergers, Venture Capital
Education
Indiana University - Kelley School of Business 1995 — 1997
Masters, Finance
Indiana University Bloomington 1984 — 1988
BS, Accounting
Tom Looze's Oak Street Mortgage Experience December 2005 - June 2006
Job Loss Mitigation Specialist at Dovenmuehle Mortgage Inc
Industry Financial Services
Experience
Dovenmuehle Mortgage Inc February 2010 - Present
BluePay Inc. July 2007 - February 2008
Career Education Corporation June 2006 - July 2007
Oak Street Mortgage December 2005 - June 2006
Ameriquest Mortgage Company April 2005 - December 2005
Career Education Corporation September 2004 - March 2005
CarMax Auto Superstores December 2002 - July 2004
Graph-On, Inc. July 1986 - September 2002
Northern Trust September 1971 - June 1986
Skills
Loss Mitigation..., Success in personal and..., Excellent telephone..., Extensive..., Skilled problem-solver, Excellent written..., Experiencedc public..., USDA, Loan Origination, Mortgage Lending, Leadership, FHA, Loss Mitigation, Program Management, Loans, Training, Management, Finance, Credit, Customer Service, Sales, Mortgage Banking, Loan Servicing, Banking
Education
DePaul University
Bachelor of Science, Commerce
Dovenmuehle Mortgage Inc February 2010 - Present
BluePay Inc. July 2007 - February 2008
Career Education Corporation June 2006 - July 2007
Oak Street Mortgage December 2005 - June 2006
Ameriquest Mortgage Company April 2005 - December 2005
Career Education Corporation September 2004 - March 2005
CarMax Auto Superstores December 2002 - July 2004
Graph-On, Inc. July 1986 - September 2002
Northern Trust September 1971 - June 1986
Skills
Loss Mitigation..., Success in personal and..., Excellent telephone..., Extensive..., Skilled problem-solver, Excellent written..., Experiencedc public..., USDA, Loan Origination, Mortgage Lending, Leadership, FHA, Loss Mitigation, Program Management, Loans, Training, Management, Finance, Credit, Customer Service, Sales, Mortgage Banking, Loan Servicing, Banking
Education
DePaul University
Bachelor of Science, Commerce
Wendy Curry's Oak Street Mortgage Experience 2003 - 2007
Job Project Controller at Pepper Construction
Industry Construction
Experience
Pepper Construction April 2007 - Present
Oak Street Mortgage 2003 - 2007
Education
Ball State University - College of Business 1995 — 1999
Pepper Construction April 2007 - Present
Oak Street Mortgage 2003 - 2007
Education
Ball State University - College of Business 1995 — 1999
Sarah Fleck's Oak Street Mortgage Experience September 2006 - December 2006
Job Senior Auditor at OneAmerica
Industry Accounting
Experience
OneAmerica Bank ExaminerState of Indiana Department of Financial InstitutionsJanuary 2006 - June 2007
Oak Street Mortgage September 2006 - December 2006
Oak Street Mortgage July 2005 - August 2006
Education
University of Evansville 1999 — 2003
OneAmerica Bank ExaminerState of Indiana Department of Financial InstitutionsJanuary 2006 - June 2007
Oak Street Mortgage September 2006 - December 2006
Oak Street Mortgage July 2005 - August 2006
Education
University of Evansville 1999 — 2003
Ed Waller's Oak Street Mortgage Experience 2003 - 2005
Job Retired
Industry Banking
Experience
CapWest Mortgage, division of Farmers Bank and Trust September 2010 - December 2013
H&R Block Bank May 2007 - September 2010
First NLC 2005 - 2007
Oak Street Mortgage 2003 - 2005
Bank One 1996 - 2001
The CIT Group, Inc. 1989 - 1996
Skills
Leadership, Mortgage Banking, Credit, Loan Origination, Loans, Banking, Employee Relations, Mortgage Lending, Correspondent Banking, Underwriting, Financial Services, Loss Mitigation, Sales, Financial Analysis, FHA, Management, Portfolio Management, Executive Management, Strategic Planning, Business Development, Relationship Management, Insurance, Refinance, Residential Mortgages, VA loans, FHA financing, Team Building, Sales Management, USDA, Small Business, Mortgage Underwriting, Real Estate Financing, Credit Analysis, Real Estate, Cross Selling, Investment Properties, Finance, Credit Risk, Mortgage Servicing, Consumer Lending, Investments, Financial Risk, Funding, Loan Servicing, Small Business Lending, Risk Management, Commercial Lending, Retail Banking, Commercial Mortgages, Commercial Banking
Education
The University of Kansas 1975 — 1979
CapWest Mortgage, division of Farmers Bank and Trust September 2010 - December 2013
H&R Block Bank May 2007 - September 2010
First NLC 2005 - 2007
Oak Street Mortgage 2003 - 2005
Bank One 1996 - 2001
The CIT Group, Inc. 1989 - 1996
Skills
Leadership, Mortgage Banking, Credit, Loan Origination, Loans, Banking, Employee Relations, Mortgage Lending, Correspondent Banking, Underwriting, Financial Services, Loss Mitigation, Sales, Financial Analysis, FHA, Management, Portfolio Management, Executive Management, Strategic Planning, Business Development, Relationship Management, Insurance, Refinance, Residential Mortgages, VA loans, FHA financing, Team Building, Sales Management, USDA, Small Business, Mortgage Underwriting, Real Estate Financing, Credit Analysis, Real Estate, Cross Selling, Investment Properties, Finance, Credit Risk, Mortgage Servicing, Consumer Lending, Investments, Financial Risk, Funding, Loan Servicing, Small Business Lending, Risk Management, Commercial Lending, Retail Banking, Commercial Mortgages, Commercial Banking
Education
The University of Kansas 1975 — 1979
Charles Wysong's Oak Street Mortgage Experience 2006 - 2006
Job DBA at TALX/pan
Industry Computer Software
Experience
TALX/pan March 2007 - Present
Performance Assessment Network 2007 - Present
Eli Lilly & Company March 2006 - March 2007
Ambassador Solutions 2006 - 2006
Oak Street Mortgage 2006 - 2006
Indiana Dimensional Products 2003 - 2006
ShindigZ/Stumps March 2003 - December 2005
Stump Printing Co. Inc. 2003 - 2005
Sync Ltd 2000 - 2003
Expanets 1998 - 2000
Skills
Microsoft SQL Server, SQL, C#, .NET, SharePoint, SSRS, XML, Business Intelligence, Business Analysis, ASP.NET, Databases, Agile Methodologies, Software Development, Software Project...
Education
Indiana Institute of Technology 1991 — 1996
Bachelor of Science (BS), Computer Engineering
West Noble High
TALX/pan March 2007 - Present
Performance Assessment Network 2007 - Present
Eli Lilly & Company March 2006 - March 2007
Ambassador Solutions 2006 - 2006
Oak Street Mortgage 2006 - 2006
Indiana Dimensional Products 2003 - 2006
ShindigZ/Stumps March 2003 - December 2005
Stump Printing Co. Inc. 2003 - 2005
Sync Ltd 2000 - 2003
Expanets 1998 - 2000
Skills
Microsoft SQL Server, SQL, C#, .NET, SharePoint, SSRS, XML, Business Intelligence, Business Analysis, ASP.NET, Databases, Agile Methodologies, Software Development, Software Project...
Education
Indiana Institute of Technology 1991 — 1996
Bachelor of Science (BS), Computer Engineering
West Noble High
RICK Beaty's Oak Street Mortgage Experience January 2000 - February 2005
Job Vice President Sales
Industry Financial Services
Experience
Great Western Financial Services June 2011 - Present
Beaty Mortgage, Inc January 2006 - October 2011
OAK STREET MORTGAGE January 2000 - February 2005
BANC ONE FINANCIAL SERVICES July 1995 - September 1999
Skills
Mortgage Lending, Sales, Loans, Mortgage Banking, Credit, FHA, Financial Services, VA loans, Residential Mortgages, Loan Origination, Refinance, Sales Management, Call Center, Coaching, New Business Development, Selling, SEO, FHA financing, Banking, Finance, Management
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Psychology
Great Western Financial Services June 2011 - Present
Beaty Mortgage, Inc January 2006 - October 2011
OAK STREET MORTGAGE January 2000 - February 2005
BANC ONE FINANCIAL SERVICES July 1995 - September 1999
Skills
Mortgage Lending, Sales, Loans, Mortgage Banking, Credit, FHA, Financial Services, VA loans, Residential Mortgages, Loan Origination, Refinance, Sales Management, Call Center, Coaching, New Business Development, Selling, SEO, FHA financing, Banking, Finance, Management
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Psychology
Caroline Fulton's Oak Street Mortgage Experience 2003 - 2006
Job Foreclosure Firm
Industry Legal Services
Experience
NovaStar Mortgage 2005 - 2007
Oak Street Mortgage 2003 - 2006
Education
Indiana University Bloomington 1995 — 1999
Warren Central 1992 — 1995
NovaStar Mortgage 2005 - 2007
Oak Street Mortgage 2003 - 2006
Education
Indiana University Bloomington 1995 — 1999
Warren Central 1992 — 1995
Darryl Sopoci's Oak Street Mortgage Experience 2001 - 2004
Job Training Professional
Industry Management Consulting
Experience
Flagstar Bank January 2009 - April 2011
AKD Consulting Solutions January 2005 - February 2009
Marine Bank 2006 - 2007
Fifth Third Bank 2004 - 2004
Oak Street Mortgage 2001 - 2004
Huntington National Bank January 2001 - June 2001
BearingPoint March 1999 - January 2001
Key Bank January 1998 - March 1999
Bank One January 1990 - January 1998
Skills
Marketing, Leadership, Banking, Management, Loans, Training, Mortgage Lending, Financial Services, Coaching, Insurance, Team Building, Relationship Management, Strategy, Sales, Retail
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Marketing Management
Northern Illinois University 1979 — 1983
Bachelor of Science
Flagstar Bank January 2009 - April 2011
AKD Consulting Solutions January 2005 - February 2009
Marine Bank 2006 - 2007
Fifth Third Bank 2004 - 2004
Oak Street Mortgage 2001 - 2004
Huntington National Bank January 2001 - June 2001
BearingPoint March 1999 - January 2001
Key Bank January 1998 - March 1999
Bank One January 1990 - January 1998
Skills
Marketing, Leadership, Banking, Management, Loans, Training, Mortgage Lending, Financial Services, Coaching, Insurance, Team Building, Relationship Management, Strategy, Sales, Retail
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Marketing Management
Northern Illinois University 1979 — 1983
Bachelor of Science
Kevin Dains's Oak Street Mortgage Experience November 2003 - March 2005
Job VPCorrespondent Lending at United Bank
Industry Banking
Experience
United Bank July 2014 - Present
CapWest Mortgage February 2013 - July 2014
H & R Block Bank June 2007 - April 2013
First NLC Financial Services 2005 - February 2007
First NLC Financial 2006 - 2007
Oak Street Mortgage November 2003 - March 2005
Banc One Financial July 1996 - March 2001
Bank One 1996 - 2001
CIT 1990 - 1996
Skills
Banking, Asset Management, Risk Management, Credit, Mortgage Banking, Underwriting, Loan Origination, Mortgage Lending, Financial Analysis, Process Improvement, Loans, Management, Leadership, Finance, Credit Analysis, Residential Mortgages, Loss Mitigation, Strategic Planning
Education
The University of South Dakota 1979 — 1983
United Bank July 2014 - Present
CapWest Mortgage February 2013 - July 2014
H & R Block Bank June 2007 - April 2013
First NLC Financial Services 2005 - February 2007
First NLC Financial 2006 - 2007
Oak Street Mortgage November 2003 - March 2005
Banc One Financial July 1996 - March 2001
Bank One 1996 - 2001
CIT 1990 - 1996
Skills
Banking, Asset Management, Risk Management, Credit, Mortgage Banking, Underwriting, Loan Origination, Mortgage Lending, Financial Analysis, Process Improvement, Loans, Management, Leadership, Finance, Credit Analysis, Residential Mortgages, Loss Mitigation, Strategic Planning
Education
The University of South Dakota 1979 — 1983
Lorie Estelle's Oak Street Mortgage Experience July 2004 - April 2005
Job Regional Manager at Capital Premium Financing
Industry Financial Services
Experience
Capital Premium Financing April 2009 - Present
Cananwill Premium Funding January 2008 - January 2009
First NLC April 2005 - January 2008
Oak Street Mortgage July 2004 - April 2005
Stonegate Mortgage March 2002 - July 2004
C N A Insurance 1997 - 2002
Travelers Insurance 1994 - 1997
Gulf Insurance Group 1992 - 1994
Cigna Property & Casualty 1985 - 1990
Ranger insurance 1981 - 1983
Skills
Insurance, Business Development, Property & Casualty..., Sales, Underwriting, Commercial Insurance, New Business Development, Customer Service, Negotiation, Mortgage Lending, Microsoft Office, Workers Compensation, Recruiting, Sales Operations, Series 63, Claim, Sales Management, Risk Management, Disability Insurance, Finance, Brokers, Professional Liability, Legal Liability, Employee Benefits, Life Insurance, General Insurance, Term Life Insurance, Umbrella Insurance, Commercial Lines
Education
Rockhurst University 1976 — 1980
Capital Premium Financing April 2009 - Present
Cananwill Premium Funding January 2008 - January 2009
First NLC April 2005 - January 2008
Oak Street Mortgage July 2004 - April 2005
Stonegate Mortgage March 2002 - July 2004
C N A Insurance 1997 - 2002
Travelers Insurance 1994 - 1997
Gulf Insurance Group 1992 - 1994
Cigna Property & Casualty 1985 - 1990
Ranger insurance 1981 - 1983
Skills
Insurance, Business Development, Property & Casualty..., Sales, Underwriting, Commercial Insurance, New Business Development, Customer Service, Negotiation, Mortgage Lending, Microsoft Office, Workers Compensation, Recruiting, Sales Operations, Series 63, Claim, Sales Management, Risk Management, Disability Insurance, Finance, Brokers, Professional Liability, Legal Liability, Employee Benefits, Life Insurance, General Insurance, Term Life Insurance, Umbrella Insurance, Commercial Lines
Education
Rockhurst University 1976 — 1980
Paul Plaia's Oak Street Mortgage Experience July 2000 - June 2004
Job SVP of Secondary Marketing at Stonegate Mortgage Corp
Industry Financial Services
Experience
Stonegate Mortgage Corp January 2009 - Present
Beazer Mortgage July 2004 - October 2007
Oak Street Mortgage July 2000 - June 2004
Bank One Mortgage July 1989 - June 2000
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
St. Joseph's College (IN) 1973 — 1977
BS, Accounting
Stonegate Mortgage Corp January 2009 - Present
Beazer Mortgage July 2004 - October 2007
Oak Street Mortgage July 2000 - June 2004
Bank One Mortgage July 1989 - June 2000
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
St. Joseph's College (IN) 1973 — 1977
BS, Accounting
Mark Riebel's Oak Street Mortgage Experience 2003 - 2006
Job Financial Servieces Professional
Industry Financial Services
Experience
Indymac Bank 2007 - Present
Oak Street Mortgage 2003 - 2006
EquiCredit 1996 - 2002
Associates 1987 - 1996
Education
Allegheny College 1976 — 1980
BS, Economics/Business emphasis
Ford City High School 1972 — 1976
Indymac Bank 2007 - Present
Oak Street Mortgage 2003 - 2006
EquiCredit 1996 - 2002
Associates 1987 - 1996
Education
Allegheny College 1976 — 1980
BS, Economics/Business emphasis
Ford City High School 1972 — 1976
Terry Rossman's Oak Street Mortgage Experience 2000 - 2005
Job Risk Manager at Irwin Financial Corporation
Industry Banking
Experience
Irwin Financial Corporation 2007 - July 2008
Morgan Stanley 2007 - 2007
HSBC 1980 - 2006
Oak Street Mortgage 2000 - 2005
Bank One 1996 - 2000
Education
Sacred Heart University 1980 — 1983
MBA, Finance
Earlham College 1972 — 1976
BA, Politics and Psychology
Irwin Financial Corporation 2007 - July 2008
Morgan Stanley 2007 - 2007
HSBC 1980 - 2006
Oak Street Mortgage 2000 - 2005
Bank One 1996 - 2000
Education
Sacred Heart University 1980 — 1983
MBA, Finance
Earlham College 1972 — 1976
BA, Politics and Psychology
Kevin Siwek's Oak Street Mortgage Experience January 2003 - March 2004
Job Financial Services and Banking Professional
Industry Financial Services
Nimmy Valluvan's Oak Street Mortgage Experience April 2004 - November 2006
Job Lead Client Data Integration at LifeMasters Supported SelfCare
Industry Health, Wellness and Fitness
Experience
LifeMasters Supported SelfCare May 2007 - December 2009
Oak Street Mortgage April 2004 - November 2006
Walker Group Inc. & WorldWide Warranty, West Vancouver, BC June 1995 - July 2003
Education
University of Transkei/Universiteit van Transkei
BSc, Bachelor of Science in Computer Science and Mathematics
LifeMasters Supported SelfCare May 2007 - December 2009
Oak Street Mortgage April 2004 - November 2006
Walker Group Inc. & WorldWide Warranty, West Vancouver, BC June 1995 - July 2003
Education
University of Transkei/Universiteit van Transkei
BSc, Bachelor of Science in Computer Science and Mathematics
Kip Judson's Oak Street Mortgage Experience January 2002 - November 2004
Job VP OF Residential Foreclosure at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2011 - Present
Anchor Funding Corp February 2010 - April 2011
Oxford Capital, LLC. January 2006 - January 2010
1st Indiana Bank November 2004 - January 2006
Oak Street Mortgage January 2002 - November 2004
Education
Indiana State University 1982 — 1987
SunTrust Bank August 2011 - Present
Anchor Funding Corp February 2010 - April 2011
Oxford Capital, LLC. January 2006 - January 2010
1st Indiana Bank November 2004 - January 2006
Oak Street Mortgage January 2002 - November 2004
Education
Indiana State University 1982 — 1987
Glenn Brunker's Oak Street Mortgage Experience January 2000 - November 2006
Job SVP Director of Credit at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank September 2009 - Present
National City Mortgage January 2008 - December 2009
NovaStar Mortgage December 2006 - January 2008
Oak Street Mortgage January 2000 - November 2006
Bank One 1998 - 2000
Bank One 1996 - 1998
Boatmen's Bank 1995 - 1996
Household International 1987 - 1993
Education
DePaul University 1988 — 1991
MBA, Finance / Economics
Northern Illinois University 1982 — 1985
Bachelor, Finance / Economics
Fifth Third Bank September 2009 - Present
National City Mortgage January 2008 - December 2009
NovaStar Mortgage December 2006 - January 2008
Oak Street Mortgage January 2000 - November 2006
Bank One 1998 - 2000
Bank One 1996 - 1998
Boatmen's Bank 1995 - 1996
Household International 1987 - 1993
Education
DePaul University 1988 — 1991
MBA, Finance / Economics
Northern Illinois University 1982 — 1985
Bachelor, Finance / Economics
John Lamberg's Oak Street Mortgage Experience August 2005 - May 2006
Job Branch Manager at Mid America Mortgage
Industry Financial Services
Experience
Mid America Mortgage October 2012 - Present
Fifth Third Bank June 2010 - October 2012
Great Western Financial Services July 2009 - June 2010
WJ Media Marketing May 2009 - June 2010
Nehemiah Corporation of America January 2008 - December 2008
Novastar Mortgage (Oak St Mtg) August 2003 - February 2007
Oak Street Mortgage August 2005 - May 2006
Oak Street Mortgage August 2003 - August 2005
Homeowners Loan Corporation May 2000 - August 2003
Banc One Financial Services January 1997 - May 2000
Skills
Mortgage Banking, Underwriting, USDA, Reverse Mortgages, Sales, Banking, New Business Development, Strategic Planning, Investments, Retirement Planning, Real Estate, Life Insurance, Loss Mitigation, Team Building, Business Development, Cold Calling, Portfolio Management, FHA financing, Insurance, Retail Banking, Sales Process, Mortgage Lending, VA loans, Refinance, Loans, Leadership, Commercial Lending, Employee Benefits, Management, Finance, VA Loans
Education
Ball State University 1990 — 1994
BS, Telecommunicatons/Speech Communications
Mid America Mortgage October 2012 - Present
Fifth Third Bank June 2010 - October 2012
Great Western Financial Services July 2009 - June 2010
WJ Media Marketing May 2009 - June 2010
Nehemiah Corporation of America January 2008 - December 2008
Novastar Mortgage (Oak St Mtg) August 2003 - February 2007
Oak Street Mortgage August 2005 - May 2006
Oak Street Mortgage August 2003 - August 2005
Homeowners Loan Corporation May 2000 - August 2003
Banc One Financial Services January 1997 - May 2000
Skills
Mortgage Banking, Underwriting, USDA, Reverse Mortgages, Sales, Banking, New Business Development, Strategic Planning, Investments, Retirement Planning, Real Estate, Life Insurance, Loss Mitigation, Team Building, Business Development, Cold Calling, Portfolio Management, FHA financing, Insurance, Retail Banking, Sales Process, Mortgage Lending, VA loans, Refinance, Loans, Leadership, Commercial Lending, Employee Benefits, Management, Finance, VA Loans
Education
Ball State University 1990 — 1994
BS, Telecommunicatons/Speech Communications
Dave Fogarty's Oak Street Mortgage Experience 2000 - 2006
Job VP of Mortgage Operations at First Internet Bank
Industry Financial Services
Experience
First Internet Bank September 2012 - Present
Chase Education Finance July 2007 - September 2012
Ace Mortgage Funding 2006 - 2007
Oak Street Mortgage 2000 - 2006
Custom Mortgage 1996 - 1998
Education
Indiana University Bloomington 1984 — 1996
First Internet Bank September 2012 - Present
Chase Education Finance July 2007 - September 2012
Ace Mortgage Funding 2006 - 2007
Oak Street Mortgage 2000 - 2006
Custom Mortgage 1996 - 1998
Education
Indiana University Bloomington 1984 — 1996
Linda Cable's Oak Street Mortgage Experience 2004 - 2007
Job Staff Accountant at IU Medical Group Primary Care
Industry Medical Practice
Experience
IU Medical Group - Primary Care 2007 - 2008
Oak Street Mortgage 2004 - 2007
Education
Indiana University—Purdue University Fort Wayne 1993 — 1996
IU Medical Group - Primary Care 2007 - 2008
Oak Street Mortgage 2004 - 2007
Education
Indiana University—Purdue University Fort Wayne 1993 — 1996
Mike Keleher's Oak Street Mortgage Experience 2000 - 2005
Job President at Royal United Mortgage
Industry Financial Services
Experience
Royal United Mortgage January 2008 - Present
NovaStar Mortgage 2006 - 2008
Oak Street Mortgage 2000 - 2005
OakStreet Mortgage 2003 - 2004
Bank One 1995 - 2000
Bank One Financial Services 1995 - 1999
Education
Indiana University Bloomington
Royal United Mortgage January 2008 - Present
NovaStar Mortgage 2006 - 2008
Oak Street Mortgage 2000 - 2005
OakStreet Mortgage 2003 - 2004
Bank One 1995 - 2000
Bank One Financial Services 1995 - 1999
Education
Indiana University Bloomington
Christy Kaiser's Oak Street Mortgage Experience May 2005 - September 2006
Job Administrative Assistant at Broadcom
Industry Semiconductors
Experience
Broadcom October 2007 - Present
Lydian Mortgage October 2006 - August 2007
Oak Street Mortgage May 2005 - September 2006
New Century Mortgage June 2004 - March 2005
Homeland Mortgage August 2000 - May 2004
Education
Ball State University 1991 — 1992
Broadcom October 2007 - Present
Lydian Mortgage October 2006 - August 2007
Oak Street Mortgage May 2005 - September 2006
New Century Mortgage June 2004 - March 2005
Homeland Mortgage August 2000 - May 2004
Education
Ball State University 1991 — 1992
KEITH CONWAY's Oak Street Mortgage Experience August 2004 - March 2005
Job Experienced Financial Services Profesional
Industry Financial Services
Experience
Goldman Sachs & Co January 2006 - February 2008
Liberty Home Loan Corporation March 2005 - December 2005
Oak Street Mortgage August 2004 - March 2005
EDS 1997 - 2002
Education
Sheffield Hallam University 1967 — 1972
Goldman Sachs & Co January 2006 - February 2008
Liberty Home Loan Corporation March 2005 - December 2005
Oak Street Mortgage August 2004 - March 2005
EDS 1997 - 2002
Education
Sheffield Hallam University 1967 — 1972
Andrew Kashella's Oak Street Mortgage Experience 2004 - 2006
Job President at The Lending Team, LLC
Industry Financial Services
Experience
The Lending Team, LLC 2006 - Present
The Lending Team 2006 - Present
Oak Street Mortgage 2004 - 2006
Oakstreet Mortgage 2004 - 2006
HSBC / Household Finance April 2000 - June 2004
Bank One Consumer Finance 1994 - 2000
Banc One Financial Services 1994 - 2000
Northwestern Mutual 1992 - 1993
Paine Webber 1990 - 1991
Skills
Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Residential Mortgages, Real Estate, Investment Properties, Underwriting, Investments, Banking, Asset Managment, Refinance, Selling, Sales Management, Sales, Finance, Insurance, Real Estate Transactions
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
The Lending Team, LLC 2006 - Present
The Lending Team 2006 - Present
Oak Street Mortgage 2004 - 2006
Oakstreet Mortgage 2004 - 2006
HSBC / Household Finance April 2000 - June 2004
Bank One Consumer Finance 1994 - 2000
Banc One Financial Services 1994 - 2000
Northwestern Mutual 1992 - 1993
Paine Webber 1990 - 1991
Skills
Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Residential Mortgages, Real Estate, Investment Properties, Underwriting, Investments, Banking, Asset Managment, Refinance, Selling, Sales Management, Sales, Finance, Insurance, Real Estate Transactions
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
Glenn Brunker's Oak Street Mortgage Experience February 2000 - December 2006
Job President at Bank Of Oklahoma Mortgage
Industry Banking
Experience
Bank Of Oklahoma Mortgage June 2015 - Present
Fifth Third Bank September 2009 - June 2015
Fifth Third Bank January 2014 - May 2015
Blu Sky Financial Consulting June 2009 - September 2009
National City Bank January 2008 - June 2009
NovaStar Financial December 2006 - December 2007
Oak Street Mortgage February 2000 - December 2006
Bank One August 1996 - February 2000
Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, Financial Risk, Refinance, Retail Banking, Loan Origination, Residential Mortgages, Banking, Relationship Management, Payments, Portfolio Management, Commercial Banking, FHA, Credit Cards, Financial Services, Small Business Lending, Consumer Lending, Commercial Lending, Underwriting, Credit Analysis, VA loans, Credit Risk, Loss Mitigation, Business Continuity..., Construction Loans, USDA, Organizational..., Mortgage Underwriting, Organizational..., Talent Acquisition, Talent Management, Profit Maximization, People Development, Risk Management, Finance, Process Improvement, Management, Leadership, Executive Management, Financial Analysis, Sales, Team Building, Private Banking
Education
DePaul University 1990 — 1993
MBA, Finance
Northern Illinois University 1982 — 1985
Bachelor, Finance
Bank Of Oklahoma Mortgage June 2015 - Present
Fifth Third Bank September 2009 - June 2015
Fifth Third Bank January 2014 - May 2015
Blu Sky Financial Consulting June 2009 - September 2009
National City Bank January 2008 - June 2009
NovaStar Financial December 2006 - December 2007
Oak Street Mortgage February 2000 - December 2006
Bank One August 1996 - February 2000
Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, Financial Risk, Refinance, Retail Banking, Loan Origination, Residential Mortgages, Banking, Relationship Management, Payments, Portfolio Management, Commercial Banking, FHA, Credit Cards, Financial Services, Small Business Lending, Consumer Lending, Commercial Lending, Underwriting, Credit Analysis, VA loans, Credit Risk, Loss Mitigation, Business Continuity..., Construction Loans, USDA, Organizational..., Mortgage Underwriting, Organizational..., Talent Acquisition, Talent Management, Profit Maximization, People Development, Risk Management, Finance, Process Improvement, Management, Leadership, Executive Management, Financial Analysis, Sales, Team Building, Private Banking
Education
DePaul University 1990 — 1993
MBA, Finance
Northern Illinois University 1982 — 1985
Bachelor, Finance
Michael Kalsek's Oak Street Mortgage Experience August 2001 - February 2002
Job Controller at Dignity Health Arizona General Hospital
Industry Hospital & Health Care
Experience
Dignity Health Arizona General Hospital October 2014 - Present
Symphony of Mesa/Springdale Village April 2013 - September 2014
Solterra Senior Living October 2010 - April 2013
CopperSands January 2009 - October 2010
Shamrock Foods August 2008 - January 2009
First National Bank of Arizona October 2002 - August 2008
First National Bank of Arizona October 2004 - October 2005
Oak Street Mortgage August 2001 - February 2002
Cresleigh Bancorp 2002 - 2002
Skills
Credit, Mortgage Banking, Banking, Loans, Mortgage Lending, Financial Analysis, Accounting, Financial Reporting, Finance, Underwriting, Process Improvement, Cash Flow, Real Estate, Treasury Management, Financial Statement..., Internal Audit, Management, General Ledger, Account Reconciliation, Cash Management, Sarbanes-Oxley Act, Strategic Financial..., Financial Statements, Internal Controls, Financial Modeling, GAAP, Managerial Finance, Payments
Education
Indiana University - Kelley School of Business 1999 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Olney Central College 1997 — 1999
Associate's degree, Accounting
Avon HS 1994 — 1997
Dignity Health Arizona General Hospital October 2014 - Present
Symphony of Mesa/Springdale Village April 2013 - September 2014
Solterra Senior Living October 2010 - April 2013
CopperSands January 2009 - October 2010
Shamrock Foods August 2008 - January 2009
First National Bank of Arizona October 2002 - August 2008
First National Bank of Arizona October 2004 - October 2005
Oak Street Mortgage August 2001 - February 2002
Cresleigh Bancorp 2002 - 2002
Skills
Credit, Mortgage Banking, Banking, Loans, Mortgage Lending, Financial Analysis, Accounting, Financial Reporting, Finance, Underwriting, Process Improvement, Cash Flow, Real Estate, Treasury Management, Financial Statement..., Internal Audit, Management, General Ledger, Account Reconciliation, Cash Management, Sarbanes-Oxley Act, Strategic Financial..., Financial Statements, Internal Controls, Financial Modeling, GAAP, Managerial Finance, Payments
Education
Indiana University - Kelley School of Business 1999 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Olney Central College 1997 — 1999
Associate's degree, Accounting
Avon HS 1994 — 1997
Jennifer Goldman, SPHR, GPHR's Oak Street Mortgage Experience September 2005 - July 2006
Job HR Manager at Ally Financial Inc.
Industry Human Resources
Experience
Ally Financial Inc. May 2014 - Present
Ocean and Coastal Consultants, Inc. and COWI March 2013 - April 2014
OCE NORTH AMERICA May 2008 - March 2013
Peet's Coffee & Tea May 2007 - December 2007
Ross Stores July 2006 - May 2007
Oak Street Mortgage September 2005 - July 2006
SOLUTION TECHNOLOGY, INC August 1998 - October 2004
Jubilee School for the Gifted and Talented under the patronage of Queen Noor 1997 - 1998
MSD Lawrence Township August 1994 - May 1997
Skills
Employee Relations, Human Resources, Performance Management, Employment Law, HR Policies, Organizational..., Succession Planning, Personnel Management, Management, Training, Employer Branding, HR Consulting, Conflict Resolution, Talent Acquisition, Organizational..., Workforce Planning, Corporate Compliance, Training and Development, Talent Management, Recruiting, Mergers & Acquisitions, Onboarding, Strategic Planning, New Hire Orientations, Training
Education
DePauw University
B.A., English Literature, Cum Laude
University of Bridgeport
M.S, Counseling, Human Resources Development
Ally Financial Inc. May 2014 - Present
Ocean and Coastal Consultants, Inc. and COWI March 2013 - April 2014
OCE NORTH AMERICA May 2008 - March 2013
Peet's Coffee & Tea May 2007 - December 2007
Ross Stores July 2006 - May 2007
Oak Street Mortgage September 2005 - July 2006
SOLUTION TECHNOLOGY, INC August 1998 - October 2004
Jubilee School for the Gifted and Talented under the patronage of Queen Noor 1997 - 1998
MSD Lawrence Township August 1994 - May 1997
Skills
Employee Relations, Human Resources, Performance Management, Employment Law, HR Policies, Organizational..., Succession Planning, Personnel Management, Management, Training, Employer Branding, HR Consulting, Conflict Resolution, Talent Acquisition, Organizational..., Workforce Planning, Corporate Compliance, Training and Development, Talent Management, Recruiting, Mergers & Acquisitions, Onboarding, Strategic Planning, New Hire Orientations, Training
Education
DePauw University
B.A., English Literature, Cum Laude
University of Bridgeport
M.S, Counseling, Human Resources Development
Joyce Miller-Fiedler, PHR's Oak Street Mortgage Experience August 2001 - November 2002
Job Human Resources Generalist at St. Francis Hospital
Industry Financial Services
Experience
Franciscan St. Francis Health August 2010 - Present
First Merchants Corporation November 2002 - August 2010
Oak Street Mortgage August 2001 - November 2002
Skills
Performance Management, Employee Relations, FMLA, Benefits Administration, Onboarding, Management, Process Improvement, Employee Benefits, Strategic Planning, Recruiting, Human Resources, Training, Interviews, Risk Management, New Hire Orientations, Employee Engagement, HRIS, Hiring, Personnel Management
Education
Anderson University 2012 — 2014
Master of Business Administration (MBA)
Ball State University - College of Business 1999 — 2003
Bachelors, HR
Franciscan St. Francis Health August 2010 - Present
First Merchants Corporation November 2002 - August 2010
Oak Street Mortgage August 2001 - November 2002
Skills
Performance Management, Employee Relations, FMLA, Benefits Administration, Onboarding, Management, Process Improvement, Employee Benefits, Strategic Planning, Recruiting, Human Resources, Training, Interviews, Risk Management, New Hire Orientations, Employee Engagement, HRIS, Hiring, Personnel Management
Education
Anderson University 2012 — 2014
Master of Business Administration (MBA)
Ball State University - College of Business 1999 — 2003
Bachelors, HR
Scott Trout's Oak Street Mortgage Experience January 2002 - February 2005
Job Account Executive First Advantage Tax
Industry Management Consulting
Experience
First Advantage August 2010 - Present
First Advantage March 2005 - September 2010
First Advantage Tax Consulting 2004 - August 2010
Oak Street Mortgage January 2002 - February 2005
Skills
New Business Development, Consultative Selling, Background Checks, Sales Process, Salesforce.com, Selling, Sales, Solution Selling, Business Development, SaaS, CRM, Strategy
Education
Hanover College 1994 — 1998
Business, Economics
First Advantage August 2010 - Present
First Advantage March 2005 - September 2010
First Advantage Tax Consulting 2004 - August 2010
Oak Street Mortgage January 2002 - February 2005
Skills
New Business Development, Consultative Selling, Background Checks, Sales Process, Salesforce.com, Selling, Sales, Solution Selling, Business Development, SaaS, CRM, Strategy
Education
Hanover College 1994 — 1998
Business, Economics
Steven Alonso's Oak Street Mortgage Experience September 1999 - June 2007
Job President and CEO Greater Indiana Region at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank May 2014 - Present
Fifth Third Bancorp November 2008 - May 2014
Citon Group September 2007 - November 2008
Oak Street Mortgage September 1999 - June 2007
Bank One May 1993 - August 1999
Household International April 1986 - May 1993
Procter and Gamble July 1982 - January 1986
Skills
Loans, Financial Services, Retail Banking, Business Development, Mortgage Banking, Small Business, Portfolio Management, Mortgage Lending, Leadership, Commercial Lending, Banking, Strategic Financial..., Credit Cards, Consumer Lending, Loan Origination, Credit, Team Building, Start-ups, Employee Benefits, Strategic Planning
Education
Stevens Institute of Technology 1983 — 1989
Masters Degree, Management
Lehigh University 1978 — 1982
BS - Mechanical Engineering
Fifth Third Bank May 2014 - Present
Fifth Third Bancorp November 2008 - May 2014
Citon Group September 2007 - November 2008
Oak Street Mortgage September 1999 - June 2007
Bank One May 1993 - August 1999
Household International April 1986 - May 1993
Procter and Gamble July 1982 - January 1986
Skills
Loans, Financial Services, Retail Banking, Business Development, Mortgage Banking, Small Business, Portfolio Management, Mortgage Lending, Leadership, Commercial Lending, Banking, Strategic Financial..., Credit Cards, Consumer Lending, Loan Origination, Credit, Team Building, Start-ups, Employee Benefits, Strategic Planning
Education
Stevens Institute of Technology 1983 — 1989
Masters Degree, Management
Lehigh University 1978 — 1982
BS - Mechanical Engineering
Anne Krieger's Oak Street Mortgage Experience 2006 - 2006
Job Desk Project Manager NACR at First American Business Solutions
Industry Telecommunications
Experience
NACR December 2013 - Present
Comcast January 2009 - October 2013
Ace Mortgage Funding June 2008 - November 2008
Oak Street Mortgage 2006 - 2006
Alverno Information Services 1995 - 2006
Brylane - Lane Bryant 1990 - 1994
Limted - Structure 1989 - 1990
Skills
Telecommunications, Vendor Management, Call Center, VoIP, Call Centers, Wireless, IP, Broadband, Optical Fiber, Managed Services, SIP, Solution Selling, Unified Communications, Co-location, Fiber Optics, Ethernet, MPLS, Network Design, Avaya, LAN-WAN, T1, Network Engineering, WAN, IVR, Data Center, Cellular Communications, Wireless Networking, Cabling
Education
Purdue University 1983 — 1987
Bachelors, Retail Management
NACR December 2013 - Present
Comcast January 2009 - October 2013
Ace Mortgage Funding June 2008 - November 2008
Oak Street Mortgage 2006 - 2006
Alverno Information Services 1995 - 2006
Brylane - Lane Bryant 1990 - 1994
Limted - Structure 1989 - 1990
Skills
Telecommunications, Vendor Management, Call Center, VoIP, Call Centers, Wireless, IP, Broadband, Optical Fiber, Managed Services, SIP, Solution Selling, Unified Communications, Co-location, Fiber Optics, Ethernet, MPLS, Network Design, Avaya, LAN-WAN, T1, Network Engineering, WAN, IVR, Data Center, Cellular Communications, Wireless Networking, Cabling
Education
Purdue University 1983 — 1987
Bachelors, Retail Management
Jay Silverberg's Oak Street Mortgage Experience 2004 - 2005
Job Experienced Sales Professional
Industry Financial Services
Experience
POiU Business Exchange October 2009 - May 2010
Century Bank, FSB 2006 - 2008
Wilmington Finance 2005 - 2006
Oak Street Mortgage 2004 - 2005
PCFS 2001 - 2004
Saxon Mortgage 1999 - 2001
Skills
Sales
Education
University of Pittsburgh 1981 — 1984
Bus. Admin.
POiU Business Exchange October 2009 - May 2010
Century Bank, FSB 2006 - 2008
Wilmington Finance 2005 - 2006
Oak Street Mortgage 2004 - 2005
PCFS 2001 - 2004
Saxon Mortgage 1999 - 2001
Skills
Sales
Education
University of Pittsburgh 1981 — 1984
Bus. Admin.
Ramon George's Oak Street Mortgage Experience 1900 - 1901
Job Specialty Underwriting Exception Desk Divisional Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2012 - Present
Bank of America February 2005 - February 2011
Bank of America March 2003 - February 2005
Oak Street Mortgage 1900 - 1901
Skills
Banking, Mortgage Lending, Loans, Six Sigma, Sales, Leadership, Strategic Planning, Credit, Loan Origination, Risk Management, Wealth Management, Mortgage Banking, Credit Analysis, Relationship Management, Small Business Lending
Education
Lenoir-Rhyne University 1991 — 1994
BS, Business Administration
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2012 - Present
Bank of America February 2005 - February 2011
Bank of America March 2003 - February 2005
Oak Street Mortgage 1900 - 1901
Skills
Banking, Mortgage Lending, Loans, Six Sigma, Sales, Leadership, Strategic Planning, Credit, Loan Origination, Risk Management, Wealth Management, Mortgage Banking, Credit Analysis, Relationship Management, Small Business Lending
Education
Lenoir-Rhyne University 1991 — 1994
BS, Business Administration
J.D. WAGNER's Oak Street Mortgage Experience January 2005 - September 2006
Job Independent Associate with Viridian Energy
Industry Marketing and Advertising
Experience
Viridian Energy October 2013 - Present
It's all About You June 2010 - Present
Proshred April 2012 - August 2013
Profit Keepers LLC September 2010 - January 2011
United First Financial October 2007 - September 2010
Oak Street Mortgage January 2005 - September 2006
Decision One Mortgage November 2003 - January 2005
Citiwide Title Corporation October 1997 - October 2003
Skills
real estate rehab, property investor, Networking, Golfing, Banking, Loans, Business, Refinance, FHA, Credit, Account Management, Mortgage Banking, Leadership, Entrepreneurship, Underwriting, Golf, Strategy, New Business Development, Team Building, Customer Service, Management, Marketing, Strategic Planning, Sales, Business Development
Education
Cornell College 1988 — 1992
BS, International Business, German
Viridian Energy October 2013 - Present
It's all About You June 2010 - Present
Proshred April 2012 - August 2013
Profit Keepers LLC September 2010 - January 2011
United First Financial October 2007 - September 2010
Oak Street Mortgage January 2005 - September 2006
Decision One Mortgage November 2003 - January 2005
Citiwide Title Corporation October 1997 - October 2003
Skills
real estate rehab, property investor, Networking, Golfing, Banking, Loans, Business, Refinance, FHA, Credit, Account Management, Mortgage Banking, Leadership, Entrepreneurship, Underwriting, Golf, Strategy, New Business Development, Team Building, Customer Service, Management, Marketing, Strategic Planning, Sales, Business Development
Education
Cornell College 1988 — 1992
BS, International Business, German
Brian Malenfant's Oak Street Mortgage Experience June 2005 - July 2006
Job Senior Technical Recruiter at ASG Renaissance
Industry Staffing and Recruiting
Experience
ASG Renaissance September 2014 - Present
Randstad March 2014 - September 2014
Computer Consultants Inc. August 2013 - March 2014
Gonzalez Contract Services July 2012 - August 2013
Quicken Loans July 2006 - June 2007
Oak Street Mortgage June 2005 - July 2006
Florida Mortgage Funding June 2002 - June 2005
Indianapolis Business Journal June 1998 - May 2002
Indianapolis Ice September 1996 - July 1997
Skills
Recruiting, Contract Recruitment, Staffing Services, Direct Hires, CRM, Management, Technical Recruiting, Internet Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Training, Screening, Employee Training, Onboarding, Sales, Interviews, Customer Service, Hiring, Business Development
Education
Michigan State University 1990 — 1995
Prelaw
Riverview Community High School 1986 — 1990
ASG Renaissance September 2014 - Present
Randstad March 2014 - September 2014
Computer Consultants Inc. August 2013 - March 2014
Gonzalez Contract Services July 2012 - August 2013
Quicken Loans July 2006 - June 2007
Oak Street Mortgage June 2005 - July 2006
Florida Mortgage Funding June 2002 - June 2005
Indianapolis Business Journal June 1998 - May 2002
Indianapolis Ice September 1996 - July 1997
Skills
Recruiting, Contract Recruitment, Staffing Services, Direct Hires, CRM, Management, Technical Recruiting, Internet Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Training, Screening, Employee Training, Onboarding, Sales, Interviews, Customer Service, Hiring, Business Development
Education
Michigan State University 1990 — 1995
Prelaw
Riverview Community High School 1986 — 1990
Andy Witte's Oak Street Mortgage Experience 2004 - 2007
Job Vice President Quality Assurance at Stonegate Mortgage Corporation (NYSE: SGM)
Industry Banking
Experience
Stonegate Mortgage Corporation (NYSE: SGM) June 2014 - Present
Andy Witte December 2013 - June 2014
Fifth Third Bank June 2010 - October 2013
Irwin Financial Corporation January 2008 - June 2010
Irwin Home Equity March 2007 - January 2008
Oak Street Mortgage 2004 - 2007
Homeowners Loan Corp 1999 - 2003
Skills
Analysis, Credit Risk, Finance, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Strategy, Loan Origination
Education
Ball State University 1988 — 1993
BS, Psychology
Stonegate Mortgage Corporation (NYSE: SGM) June 2014 - Present
Andy Witte December 2013 - June 2014
Fifth Third Bank June 2010 - October 2013
Irwin Financial Corporation January 2008 - June 2010
Irwin Home Equity March 2007 - January 2008
Oak Street Mortgage 2004 - 2007
Homeowners Loan Corp 1999 - 2003
Skills
Analysis, Credit Risk, Finance, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Strategy, Loan Origination
Education
Ball State University 1988 — 1993
BS, Psychology
Bill Steadman's Oak Street Mortgage Experience March 2000 - October 2006
Job Director of Operations at Reverse Mortgage Solutions, Inc.
Industry Financial Services
Experience
One America Financial Partners July 2015 - Present
Reverse Mortgage Solutions, Inc. November 2014 - June 2015
Chase Education Finance October 2006 - November 2014
Oak Street Mortgage March 2000 - October 2006
Banc One Financial Services 1995 - 2000
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Business - Marketing
One America Financial Partners July 2015 - Present
Reverse Mortgage Solutions, Inc. November 2014 - June 2015
Chase Education Finance October 2006 - November 2014
Oak Street Mortgage March 2000 - October 2006
Banc One Financial Services 1995 - 2000
Education
Indiana University - Kelley School of Business 1988 — 1992
BS, Business - Marketing
Judy Carpenter's Oak Street Mortgage Experience 2004 - 2006
Job AVPPricing & Profitability at Chase Education Finance
Industry Banking
Experience
JP Morgan Chase October 2006 - Present
Oak Street Mortgage 2004 - 2006
BankOne December 1998 - September 2004
Bank One October 1994 - December 1998
Bank One March 1993 - October 1994
Skills
Portfolio Management, Risk Management, Mortgage Lending, Credit Risk, Banking, Analysis, Financial Risk, Loans, Trading, Executive Management
Education
Purdue University 1987 — 1991
BS, Economics
JP Morgan Chase October 2006 - Present
Oak Street Mortgage 2004 - 2006
BankOne December 1998 - September 2004
Bank One October 1994 - December 1998
Bank One March 1993 - October 1994
Skills
Portfolio Management, Risk Management, Mortgage Lending, Credit Risk, Banking, Analysis, Financial Risk, Loans, Trading, Executive Management
Education
Purdue University 1987 — 1991
BS, Economics
Ken Bilyeu's Oak Street Mortgage Experience 2004 - 2005
Job SVP Education Finance at Citizens Bank
Industry Banking
Experience
Citizens Bank - Royal Bank of Scotland Group September 2009 - Present
Chase Student Loans October 2008 - September 2009
JPMorgan Chase September 2005 - October 2008
Oak Street Mortgage 2004 - 2005
Bank One 1996 - 2004
Skills
Loans, Capital Markets, Banking, Finance, Analysis, Forecasting, Portfolio Management, Management, Credit Risk, Risk Management, Credit Analysis, Mortgage Lending, Financial Analysis, Financial Services, Relationship Management, Pricing, Financial Modeling, Financial Risk
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
Citizens Bank - Royal Bank of Scotland Group September 2009 - Present
Chase Student Loans October 2008 - September 2009
JPMorgan Chase September 2005 - October 2008
Oak Street Mortgage 2004 - 2005
Bank One 1996 - 2004
Skills
Loans, Capital Markets, Banking, Finance, Analysis, Forecasting, Portfolio Management, Management, Credit Risk, Risk Management, Credit Analysis, Mortgage Lending, Financial Analysis, Financial Services, Relationship Management, Pricing, Financial Modeling, Financial Risk
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
Caleb Nasseri's Oak Street Mortgage Experience March 2005 - March 2006
Job Managing Member, The Lending Team Corp.
Industry Financial Services
Experience
The Lending Team Corp. January 2006 - Present
Oak Street Mortgage March 2005 - March 2006
American Financial December 2001 - November 2004
Skills
Mortgage Lending, Mortgage, Loans, Credit, FHA, VA, Refinance, Purchase, Residential, Mortgage Banking, Certified Mortgage..., Loan Origination, Finance, USDA, Residential Mortgages, Referrals, Residential Homes, Reverse Mortgages, Investment Properties, Customer Service, VA loans, FHA financing
Education
University of Florida 2000 — 2004
BA, Political Science/Business
The Lending Team Corp. January 2006 - Present
Oak Street Mortgage March 2005 - March 2006
American Financial December 2001 - November 2004
Skills
Mortgage Lending, Mortgage, Loans, Credit, FHA, VA, Refinance, Purchase, Residential, Mortgage Banking, Certified Mortgage..., Loan Origination, Finance, USDA, Residential Mortgages, Referrals, Residential Homes, Reverse Mortgages, Investment Properties, Customer Service, VA loans, FHA financing
Education
University of Florida 2000 — 2004
BA, Political Science/Business
Timothy Paciorek's Oak Street Mortgage Experience August 2003 - August 2005
Job Manager, Sales and Distributor Development Carrier Corp (United Technologies)
Industry Consumer Goods
Experience
Carrier - United Technologies June 2013 - Present
Carrier Corporation June 2010 - Present
Carrier Corporation January 2009 - June 2010
Carrier Corporation February 2007 - January 2009
Carrier Corporation June 2006 - February 2007
Union Federal Bank August 2005 - June 2006
Oak Street Mortgage August 2003 - August 2005
Crowe Horwath LLP September 2000 - August 2003
Skills
Account Reconciliation, Accounts Payable, Financial Analysis, Forecasting, Accounting, Budgets, Access, Process Improvement, Risk Management, Microsoft Excel, Financial Reporting, Strategic Financial..., Inventory Management, Finance, Pricing Analysis, Pricing Strategy, Pricing, Financial Forecasting, Strategic Planning, Variance Analysis, Financial Audits, Business Strategy
Education
Butler University 2007 — 2010
MBA, Finance, General
Northern Illinois University 1996 — 2000
B.S., Accountancy
Carrier - United Technologies June 2013 - Present
Carrier Corporation June 2010 - Present
Carrier Corporation January 2009 - June 2010
Carrier Corporation February 2007 - January 2009
Carrier Corporation June 2006 - February 2007
Union Federal Bank August 2005 - June 2006
Oak Street Mortgage August 2003 - August 2005
Crowe Horwath LLP September 2000 - August 2003
Skills
Account Reconciliation, Accounts Payable, Financial Analysis, Forecasting, Accounting, Budgets, Access, Process Improvement, Risk Management, Microsoft Excel, Financial Reporting, Strategic Financial..., Inventory Management, Finance, Pricing Analysis, Pricing Strategy, Pricing, Financial Forecasting, Strategic Planning, Variance Analysis, Financial Audits, Business Strategy
Education
Butler University 2007 — 2010
MBA, Finance, General
Northern Illinois University 1996 — 2000
B.S., Accountancy
Julie Day's Oak Street Mortgage Experience 2004 - 2006
Job Owner at Julie's Shiver Shack
Industry Food & Beverages
Experience
Julie's Shiver Shack March 2015 - Present
Radar Lender Services September 2014 - March 2015
MutualBank January 2013 - August 2014
Mutual Bank June 2007 - January 2013
Oak Street Mortgage 2004 - 2006
Oak Street Mortgage 2004 - 2006
Oak Street Mortgage Inc, Carmel IN 2004 - 2006
Master Financial February 2002 - February 2004
Alliance Funding October 1999 - February 2002
Sallie Mae June 1993 - October 1999
Skills
Customer Service, Credit, Underwriting, Banking, Small Business Lending, Real Estate, Loans, Mortgage Lending, Mortgage Underwriting, FHA, Management, Mortgage Banking, Team Building, Loan Origination, Sales, Credit Analysis, Portfolio Management, Process Improvement, USDA, Finance, Residential Mortgages, Financial Analysis, Commercial Lending, Refinance, Risk Management, Credit Risk
Education
Ivy Tech Community College 2012 — 2016
Business Administration and Management, General
Ball State University 1985 — 1986
Indiana University Bloomington 1984 — 1985
Julie's Shiver Shack March 2015 - Present
Radar Lender Services September 2014 - March 2015
MutualBank January 2013 - August 2014
Mutual Bank June 2007 - January 2013
Oak Street Mortgage 2004 - 2006
Oak Street Mortgage 2004 - 2006
Oak Street Mortgage Inc, Carmel IN 2004 - 2006
Master Financial February 2002 - February 2004
Alliance Funding October 1999 - February 2002
Sallie Mae June 1993 - October 1999
Skills
Customer Service, Credit, Underwriting, Banking, Small Business Lending, Real Estate, Loans, Mortgage Lending, Mortgage Underwriting, FHA, Management, Mortgage Banking, Team Building, Loan Origination, Sales, Credit Analysis, Portfolio Management, Process Improvement, USDA, Finance, Residential Mortgages, Financial Analysis, Commercial Lending, Refinance, Risk Management, Credit Risk
Education
Ivy Tech Community College 2012 — 2016
Business Administration and Management, General
Ball State University 1985 — 1986
Indiana University Bloomington 1984 — 1985
Dianne Suveges's Oak Street Mortgage Experience 2003 - 2006
Job Mortgage Loan Processor at First Merchants Corporation
Industry Banking
Experience
First Merchants Corporation June 2013 - Present
Mid America Mortgage January 2012 - June 2013
Oak Street Funding January 2007 - May 2011
Aregnet Mortgage April 2006 - November 2006
Oak Street Mortgage 2003 - 2006
Skills
Insurance, Banking, Marketing, Salesforce.com, Credit, Negotiation, Business Development, Underwriting, Training, Recruiting, Process Improvement, Analysis, Customer Service, FHA, Finance, Cold Calling, Financial Analysis, Team Building, Mortgage Lending, Refinance, Account Management, New Business Development, Sales Management, Sales, Mortgage Banking, Leadership, Management, Loans, Residential Mortgages, Financial Services, Commercial Lending, VA Loans
Education
Indiana State University 1989 — 1993
B.S, Recreation Management
First Merchants Corporation June 2013 - Present
Mid America Mortgage January 2012 - June 2013
Oak Street Funding January 2007 - May 2011
Aregnet Mortgage April 2006 - November 2006
Oak Street Mortgage 2003 - 2006
Skills
Insurance, Banking, Marketing, Salesforce.com, Credit, Negotiation, Business Development, Underwriting, Training, Recruiting, Process Improvement, Analysis, Customer Service, FHA, Finance, Cold Calling, Financial Analysis, Team Building, Mortgage Lending, Refinance, Account Management, New Business Development, Sales Management, Sales, Mortgage Banking, Leadership, Management, Loans, Residential Mortgages, Financial Services, Commercial Lending, VA Loans
Education
Indiana State University 1989 — 1993
B.S, Recreation Management
Ann Normington's Oak Street Mortgage Experience 2000 - 2006
Job Accounting Professional
Industry Accounting
Experience
Automotive Finish 2008 - 2008
FinishMaster 2008 - 2008
MultiNational Underwriters 2008 - 2008
Ace Holding Company 2006 - 2007
Oak Street Mortgage 2000 - 2006
Conseco July 1981 - April 1995
Education
University of Indianapolis - School of Business 1978 — 1993
BS, Accounting
Automotive Finish 2008 - 2008
FinishMaster 2008 - 2008
MultiNational Underwriters 2008 - 2008
Ace Holding Company 2006 - 2007
Oak Street Mortgage 2000 - 2006
Conseco July 1981 - April 1995
Education
University of Indianapolis - School of Business 1978 — 1993
BS, Accounting
Bobby Ellis, AAI's Oak Street Mortgage Experience September 2005 - January 2006
Job Account Executive, Infinger Insurance
Industry Insurance
Experience
Infinger Insurance March 2014 - Present
Enterprise Rent-A-Car February 2006 - February 2014
Oak Street Mortgage September 2005 - January 2006
All Business Communication June 2005 - September 2005
Education
Plymouth State University 2000 — 2005
Bachelor of Science (B.S.), Business Management
Infinger Insurance March 2014 - Present
Enterprise Rent-A-Car February 2006 - February 2014
Oak Street Mortgage September 2005 - January 2006
All Business Communication June 2005 - September 2005
Education
Plymouth State University 2000 — 2005
Bachelor of Science (B.S.), Business Management
T.J. Stochel's Oak Street Mortgage Experience March 2002 - July 2003
Job Customer Resolution Team
Industry Banking
Experience
CNO Financial Group November 2013 - Present
Royal United Mortgage April 2013 - November 2013
United Healthcare 2010 - April 2013
M&I Bank August 2008 - October 2009
Chase July 2004 - July 2008
Aegis Lending July 2003 - April 2004
Oak Street Mortgage March 2002 - July 2003
Skills
Banking, Mortgage Underwriting, Health Insurance, Sales, Customer Service, Ticket Sales, Building Relationships, Mortgage Lending, Business Analysis, Underwriting, Insurance, Call Centers, Investments
Education
Gameface Sports Marketing Academy
sports marketing
Purdue University 1997 — 2001
Bachelors, Management
Merrillville High School
CNO Financial Group November 2013 - Present
Royal United Mortgage April 2013 - November 2013
United Healthcare 2010 - April 2013
M&I Bank August 2008 - October 2009
Chase July 2004 - July 2008
Aegis Lending July 2003 - April 2004
Oak Street Mortgage March 2002 - July 2003
Skills
Banking, Mortgage Underwriting, Health Insurance, Sales, Customer Service, Ticket Sales, Building Relationships, Mortgage Lending, Business Analysis, Underwriting, Insurance, Call Centers, Investments
Education
Gameface Sports Marketing Academy
sports marketing
Purdue University 1997 — 2001
Bachelors, Management
Merrillville High School
Ezekiel Jackson's Oak Street Mortgage Experience November 2001 - December 2005
Job President at Jackson Funding
Industry Real Estate
Experience
Jackson Funding President & Principal BrokerLarkin Development & InvestemntsAugust 2005 - November 2007
Oak Street Mortgage November 2001 - December 2005
Education
The University of Texas at Austin 1979 — 1982
BS, Industrial Psychology
Jackson Funding President & Principal BrokerLarkin Development & InvestemntsAugust 2005 - November 2007
Oak Street Mortgage November 2001 - December 2005
Education
The University of Texas at Austin 1979 — 1982
BS, Industrial Psychology
Gail Watson's Oak Street Mortgage Experience April 2003 - January 2004
Job Senior Loan Closer
Industry Banking
Experience
Bank of America Home Loans November 2009 - Present
Seeking Employment - HR Onboarding Specialist February 2009 - August 2009
Wells Fargo Home Mortgage May 2007 - February 2009
Wells Fargo Home Mortgage February 2005 - May 2007
Wells Fargo Home Mortgage January 2004 - February 2005
Oak Street Mortgage April 2003 - January 2004
Conseco Finance 2001 - 2003
Carlson Wagonlit Travel 1985 - 2001
Education
Tyler Junior College 1972 — 1973
Bank of America Home Loans November 2009 - Present
Seeking Employment - HR Onboarding Specialist February 2009 - August 2009
Wells Fargo Home Mortgage May 2007 - February 2009
Wells Fargo Home Mortgage February 2005 - May 2007
Wells Fargo Home Mortgage January 2004 - February 2005
Oak Street Mortgage April 2003 - January 2004
Conseco Finance 2001 - 2003
Carlson Wagonlit Travel 1985 - 2001
Education
Tyler Junior College 1972 — 1973
Beth Washburn's Oak Street Mortgage Experience March 2004 - February 2006
Job CFO at Rochester Rotational Molding, Inc.
Industry Plastics
Experience
Rochester Rotational Molding, Inc. April 2009 - Present
Rochester Rotational Molding, Inc. March 2006 - April 2009
Oak Street Mortgage March 2004 - February 2006
Dominion Homes October 2001 - February 2004
Bank One - Banc One Leasing Corporation 1999 - 2001
Bank One - Banc One Leasing Corporation 1991 - 1999
Coopers & Lybrand August 1986 - April 1991
Skills
Accounting, Strategic Planning, Financial Reporting, Finance, Internal Controls, Financial Analysis, Change Management, Microsoft Excel, Leadership, Real Estate, Contract Negotiation, Microsoft Office, Portfolio Management, Employee Benefits, Management, Due Diligence, Forecasting, Auditing, Investments, Internal Audit, Executive Management, Mergers & Acquisitions, Team Building, Process Improvement, Pricing, Budgets, Sarbanes-Oxley Act, Operations Management, Business Planning, Credit, Negotiation, Insurance, Risk Management, Banking, Business Analysis, Analysis, Business Strategy, Strategic Financial..., Project Management
Education
Indiana University - Kelley School of Business 1983 — 1986
B.S., Accounting
Rochester Rotational Molding, Inc. April 2009 - Present
Rochester Rotational Molding, Inc. March 2006 - April 2009
Oak Street Mortgage March 2004 - February 2006
Dominion Homes October 2001 - February 2004
Bank One - Banc One Leasing Corporation 1999 - 2001
Bank One - Banc One Leasing Corporation 1991 - 1999
Coopers & Lybrand August 1986 - April 1991
Skills
Accounting, Strategic Planning, Financial Reporting, Finance, Internal Controls, Financial Analysis, Change Management, Microsoft Excel, Leadership, Real Estate, Contract Negotiation, Microsoft Office, Portfolio Management, Employee Benefits, Management, Due Diligence, Forecasting, Auditing, Investments, Internal Audit, Executive Management, Mergers & Acquisitions, Team Building, Process Improvement, Pricing, Budgets, Sarbanes-Oxley Act, Operations Management, Business Planning, Credit, Negotiation, Insurance, Risk Management, Banking, Business Analysis, Analysis, Business Strategy, Strategic Financial..., Project Management
Education
Indiana University - Kelley School of Business 1983 — 1986
B.S., Accounting
Shawn Greve's Oak Street Mortgage Experience May 2003 - December 2006
Job Vice President at Royal United Mortgage
Industry Financial Services
Experience
Royal United Mortgage February 2011 - Present
Guaranteed Rate February 2008 - February 2011
NovaStar Mortgage December 2006 - February 2008
Oak Street Mortgage May 2003 - December 2006
Household Direct 2000 - 2003
Education
University of Iowa 1993 — 1996
BA, Journalism and Mass Communication
Royal United Mortgage February 2011 - Present
Guaranteed Rate February 2008 - February 2011
NovaStar Mortgage December 2006 - February 2008
Oak Street Mortgage May 2003 - December 2006
Household Direct 2000 - 2003
Education
University of Iowa 1993 — 1996
BA, Journalism and Mass Communication
Deb Melvin's Oak Street Mortgage Experience August 2000 - September 2005
Job Underwriter at Royal United Mortgage
Industry Financial Services
Experience
Royal United Mortgage June 2008 - Present
Oak Street Mortgage August 2000 - September 2005
Bank One Financial Services 1995 - 2001
Skills
Mortgage Lending
Education
Ball State University - College of Business 1991 — 1995
Finance
Royal United Mortgage June 2008 - Present
Oak Street Mortgage August 2000 - September 2005
Bank One Financial Services 1995 - 2001
Skills
Mortgage Lending
Education
Ball State University - College of Business 1991 — 1995
Finance
Komeda Wynn's Oak Street Mortgage Experience October 2005 - September 2006
Job Experienced Finance Processor
Industry Financial Services
Experience
Centerplate August 2007 - Present
Wynn's LLC February 2001 - September 2010
Chase May 2007 - August 2010
Ace Mortgage Funding October 2006 - May 2007
Oak Street Mortgage October 2005 - September 2006
New Century Mortgage August 2004 - March 2005
Skills
Credit, Compliance, Loans, Underwriting, Policy
Education
Ivy Tech Community College 2008 — 2012
AAS, Accounting
Indiana Wesleyan University 1995 — 2000
Bachelor, Business Administration
Centerplate August 2007 - Present
Wynn's LLC February 2001 - September 2010
Chase May 2007 - August 2010
Ace Mortgage Funding October 2006 - May 2007
Oak Street Mortgage October 2005 - September 2006
New Century Mortgage August 2004 - March 2005
Skills
Credit, Compliance, Loans, Underwriting, Policy
Education
Ivy Tech Community College 2008 — 2012
AAS, Accounting
Indiana Wesleyan University 1995 — 2000
Bachelor, Business Administration
Shane Dishman's Oak Street Mortgage Experience 2003 - 2007
Job Mortgage Professional at 1st Signature Lending, LLC
Industry Staffing and Recruiting
Experience
1st Signature Lending, LLC July 2015 - Present
Monster Worldwide January 2014 - Present
Mid America Mortgage, Inc September 2013 - January 2014
Great Western Financial Services, Inc. November 2009 - September 2013
ITT Technical Institute 2007 - 2010
Oak Street Mortgage 2003 - 2007
Skills
Mortgage Lending, Mortgage Banking, FHA, Sales, Residential Mortgages, Customer Service, Refinance, Credit, Lead Management, Needs Analysis, Management
Education
Indiana University-Purdue University at Indianapolis 1998 — 2002
BS, Exercise Science
1st Signature Lending, LLC July 2015 - Present
Monster Worldwide January 2014 - Present
Mid America Mortgage, Inc September 2013 - January 2014
Great Western Financial Services, Inc. November 2009 - September 2013
ITT Technical Institute 2007 - 2010
Oak Street Mortgage 2003 - 2007
Skills
Mortgage Lending, Mortgage Banking, FHA, Sales, Residential Mortgages, Customer Service, Refinance, Credit, Lead Management, Needs Analysis, Management
Education
Indiana University-Purdue University at Indianapolis 1998 — 2002
BS, Exercise Science
Janet Boscorino's Oak Street Mortgage Experience October 2003 - September 2006
Job CoFounder/Executive Director at Clean Memphis
Industry Nonprofit Organization Management
Experience
Clean Memphis August 2008 - Present
Senderra Funding - Goldman Sachs November 2006 - August 2008
Oak Street Mortgage October 2003 - September 2006
First Tennessee Bank 1992 - 2000
Leader Federal Bank September 1987 - November 1992
Skills
Project Management, Customer Service, Marketing, Fundraising, Business Development, Community Development, Nonprofits, Event Planning, Public Relations, Strategic Planning, Event Management, Sales, Marketing Communications, Social Media, Microsoft Office, Speech Writing, Policy, Training, Non-profit..., Marketing Strategy, Grant Writing, Public Speaking, Facebook, Advertising, Staff Development, Team Building, Community Outreach, Program Management, Strategy, Leadership Development, Newsletters, Strategic Communications, Volunteer Management, Blogging, Grants, Project Coordination, Editing, Public Policy, Community Engagement, Press Releases, Social Media Marketing, Research, Budgets, Management, Media Relations, Entrepreneurship, Leadership, Corporate Communications, Coaching, Social Networking
Education
The University of Memphis 2011 — 2012
Masters Certification, Leadership and Nonprofit Management
The University of Memphis 1986 — 1991
Bachelor of Arts (BA), Journalism
Clean Memphis August 2008 - Present
Senderra Funding - Goldman Sachs November 2006 - August 2008
Oak Street Mortgage October 2003 - September 2006
First Tennessee Bank 1992 - 2000
Leader Federal Bank September 1987 - November 1992
Skills
Project Management, Customer Service, Marketing, Fundraising, Business Development, Community Development, Nonprofits, Event Planning, Public Relations, Strategic Planning, Event Management, Sales, Marketing Communications, Social Media, Microsoft Office, Speech Writing, Policy, Training, Non-profit..., Marketing Strategy, Grant Writing, Public Speaking, Facebook, Advertising, Staff Development, Team Building, Community Outreach, Program Management, Strategy, Leadership Development, Newsletters, Strategic Communications, Volunteer Management, Blogging, Grants, Project Coordination, Editing, Public Policy, Community Engagement, Press Releases, Social Media Marketing, Research, Budgets, Management, Media Relations, Entrepreneurship, Leadership, Corporate Communications, Coaching, Social Networking
Education
The University of Memphis 2011 — 2012
Masters Certification, Leadership and Nonprofit Management
The University of Memphis 1986 — 1991
Bachelor of Arts (BA), Journalism
Andy Bealla's Oak Street Mortgage Experience April 2004 - October 2006
Job Branch Manager / Mortgage Loan Originator Serving NC, PA, NJ.
Industry Real Estate
Experience
Mortgage Network Solutions, LLC August 2011 - Present
Wells Fargo Home Mortgage May 2010 - July 2011
Brokers Settlement Services inc October 2008 - April 2010
Mortgage Network Solutions, LLC April 2004 - April 2010
Oak Street Mortgage April 2004 - October 2006
Household Finance November 2002 - April 2004
Kohls Department stores June 2000 - November 2002
Barnes and Noble Books September 1999 - June 2000
Footstar Meldsico Shoes July 1990 - September 1999
Skills
Mortgage Banking, Loan Origination, Customer Service, Refinance, Loans, Mortgage Lending, FHA, Credit, Personalized Service, Training, Follow-up, Development of Sales..., First Time Home Buyers, Real Estate, FHA financing, Sales, Banking, Referrals
Education
Penn State University
Mortgage Network Solutions, LLC August 2011 - Present
Wells Fargo Home Mortgage May 2010 - July 2011
Brokers Settlement Services inc October 2008 - April 2010
Mortgage Network Solutions, LLC April 2004 - April 2010
Oak Street Mortgage April 2004 - October 2006
Household Finance November 2002 - April 2004
Kohls Department stores June 2000 - November 2002
Barnes and Noble Books September 1999 - June 2000
Footstar Meldsico Shoes July 1990 - September 1999
Skills
Mortgage Banking, Loan Origination, Customer Service, Refinance, Loans, Mortgage Lending, FHA, Credit, Personalized Service, Training, Follow-up, Development of Sales..., First Time Home Buyers, Real Estate, FHA financing, Sales, Banking, Referrals
Education
Penn State University
Christopher Mesagno's Oak Street Mortgage Experience October 2001 - February 2005
Job Legal Assistant Social Security Administration / Office of Disability Adjudication and Review
Industry Government Administration
Experience
Social Security Administration March 2010 - Present
Hyper IC Florida March 2008 - January 2009
Premier Mortgage Funding Inc. February 2005 - February 2008
Oak Street Mortgage October 2001 - February 2005
1992-2001Mortgage Industry Experience January 1992 - September 2001
Skills
Legal Review, Data Entry, Customer Service, Microsoft Office, Microsoft Word, Outlook, Loan Origination, Real Estate Appraiser, Communication Skills, Sales, Credit, Leadership, Team Building, Microsoft Excel, Appointment Scheduling, CPMS, PCOM, Queries, Subpoenas, Medical Records, Cold Calling, Policy, Multi Tasking, Coaching, Team Leadership, Public Speaking, Sales Management, Customer Satisfaction, Training, Leadership Development, PowerPoint, Management, Budgets
Education
Lewis and Clark Community College 1988 — 1990
Associate of Science (A.S.), Physical Education Teaching and Coaching
Social Security Administration March 2010 - Present
Hyper IC Florida March 2008 - January 2009
Premier Mortgage Funding Inc. February 2005 - February 2008
Oak Street Mortgage October 2001 - February 2005
1992-2001Mortgage Industry Experience January 1992 - September 2001
Skills
Legal Review, Data Entry, Customer Service, Microsoft Office, Microsoft Word, Outlook, Loan Origination, Real Estate Appraiser, Communication Skills, Sales, Credit, Leadership, Team Building, Microsoft Excel, Appointment Scheduling, CPMS, PCOM, Queries, Subpoenas, Medical Records, Cold Calling, Policy, Multi Tasking, Coaching, Team Leadership, Public Speaking, Sales Management, Customer Satisfaction, Training, Leadership Development, PowerPoint, Management, Budgets
Education
Lewis and Clark Community College 1988 — 1990
Associate of Science (A.S.), Physical Education Teaching and Coaching
Terry McKinney's Oak Street Mortgage Experience February 2003 - January 2004
Job Managing Principal at Quantum Concepts
Industry Insurance
Experience
Quantum Concepts August 2013 - Present
Wells Fargo Home Mortgage December 2012 - August 2013
American General Life Companies November 2011 - November 2012
SunTrust Bank September 2010 - November 2011
Institutional Jobbers February 2009 - September 2010
Titan Funding Group May 2006 - November 2008
First Tennessee Bank October 2005 - April 2006
Soma Financial January 2005 - October 2005
Americas Money Line January 2004 - December 2004
Oak Street Mortgage February 2003 - January 2004
Skills
Mortgage Lending, Finance, Sales Management, Management, Customer Service, Loans, Banking, Investments, Mortgage Banking, Life Insurance, Mortgage Marketing, Sales, Financial Services, Underwriting, Insurance, Credit, Residential Mortgages
Education
Liberty University
Advanced Bible Studies
Quantum Concepts August 2013 - Present
Wells Fargo Home Mortgage December 2012 - August 2013
American General Life Companies November 2011 - November 2012
SunTrust Bank September 2010 - November 2011
Institutional Jobbers February 2009 - September 2010
Titan Funding Group May 2006 - November 2008
First Tennessee Bank October 2005 - April 2006
Soma Financial January 2005 - October 2005
Americas Money Line January 2004 - December 2004
Oak Street Mortgage February 2003 - January 2004
Skills
Mortgage Lending, Finance, Sales Management, Management, Customer Service, Loans, Banking, Investments, Mortgage Banking, Life Insurance, Mortgage Marketing, Sales, Financial Services, Underwriting, Insurance, Credit, Residential Mortgages
Education
Liberty University
Advanced Bible Studies
Daniel Wisner's Oak Street Mortgage Experience February 2002 - March 2005
Job Sales Manager at Urban Financial of America NMLS #119241
Industry Real Estate
Experience
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Michael Schackman's Oak Street Mortgage Experience June 2003 - 2005
Job Acquisitions/Asset Management at Tabani Group, Inc.
Industry Financial Services
Experience
Tabani Group, Inc. August 2014 - Present
Trammell Crow Residential September 2013 - July 2014
ORIX Capital Markets July 2006 - September 2013
Landmark Mortgage 2005 - July 2006
Oak Street Mortgage June 2003 - 2005
Skills
Asset Management, Commercial Real Estate, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Loans, Finance, Real Estate Development, Real Estate Transactions
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance
Tabani Group, Inc. August 2014 - Present
Trammell Crow Residential September 2013 - July 2014
ORIX Capital Markets July 2006 - September 2013
Landmark Mortgage 2005 - July 2006
Oak Street Mortgage June 2003 - 2005
Skills
Asset Management, Commercial Real Estate, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Loans, Finance, Real Estate Development, Real Estate Transactions
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance