Opes Advisors
Industry: Company
DescriptionFounded: 2004 Subsidiary: Opes Advisors, Inc., Asset Management Arm
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Opes Advisors Employees
Employee
Years
Job
Industry
Wendy Cook Wendy Cook's Opes Advisors Experience April 2014 - Present
Job Operations for Mortgage Lending
Industry Financial Services
Experience
Opes Advisors April 2014 - Present
Opes Advisors April 2014 - June 2015
Axia Home Loans 2008 - 2013
Homestead Mortgage April 2006 - December 2008
Merit Financial September 2003 - November 2005
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Refinance
Education
Edmonds Community College 1989 — 1992
Opes Advisors April 2014 - Present
Opes Advisors April 2014 - June 2015
Axia Home Loans 2008 - 2013
Homestead Mortgage April 2006 - December 2008
Merit Financial September 2003 - November 2005
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Refinance
Education
Edmonds Community College 1989 — 1992
Tammy Christianson Tammy Christianson's Opes Advisors Experience December 2007 - June 2009
Job Mortgage Lending Specialist at Northwest Community Credit Union
Industry Banking
Experience
Northwest Community Credit Union December 2011 - Present
Opes Advisors December 2007 - June 2009
Wells Fargo Home Mortgage December 2006 - December 2007
Cascade Design and Remodelers April 1999 - March 2007
Pacific Crest Home Loans nka Summit Funding June 2003 - November 2006
Western Pioneer and Title November 1999 - June 2003
Washington Mutual Finance January 1998 - June 1999
Coldwell Banker April 1994 - June 1997
Skills
Mortgage Lending, Escrow, Real Estate, Construction Loans, Construction, Land Development, Sales, Loans, FHA, Credit, Investment Properties, Marketing, Sellers, Customer Service, Banking, Short Sales, Refinance, Residential Homes, Consumer Lending, First Time Home Buyers
Education
Lane Community College 1988 — 1990
Business Administration and Management, General
Northwest Community Credit Union December 2011 - Present
Opes Advisors December 2007 - June 2009
Wells Fargo Home Mortgage December 2006 - December 2007
Cascade Design and Remodelers April 1999 - March 2007
Pacific Crest Home Loans nka Summit Funding June 2003 - November 2006
Western Pioneer and Title November 1999 - June 2003
Washington Mutual Finance January 1998 - June 1999
Coldwell Banker April 1994 - June 1997
Skills
Mortgage Lending, Escrow, Real Estate, Construction Loans, Construction, Land Development, Sales, Loans, FHA, Credit, Investment Properties, Marketing, Sellers, Customer Service, Banking, Short Sales, Refinance, Residential Homes, Consumer Lending, First Time Home Buyers
Education
Lane Community College 1988 — 1990
Business Administration and Management, General
Ron Penir Ron Penir's Opes Advisors Experience October 2013 - Present
Job Regional Manager Central Coast at Opes Advisors
Industry Real Estate
Experience
Opes Advisors October 2013 - Present
Commerce Mortgage November 2010 - October 2013
Bank of America Home Loans April 2009 - November 2010
Countrywide Home Loans March 2006 - April 2009
Countrywide Home Loans April 2003 - March 2006
Washington Mutual Bank Home Loan Center January 1998 - March 2003
Home Savings of America January 1992 - January 1998
Coldwell Banker, Dan Blough & Associates August 1991 - March 1992
Skills
Loans, Refinance, Real Estate, Investment Properties, Underwriting, Management, Marketing, Recruiting, Marketing Strategy, Mortgage Banking, Mortgage Lending
Education
California State University-Fresno 1985 — 1989
Bachelor's of Science, Business AdministrationOption; Real Estate and Urban Land Economics
Opes Advisors October 2013 - Present
Commerce Mortgage November 2010 - October 2013
Bank of America Home Loans April 2009 - November 2010
Countrywide Home Loans March 2006 - April 2009
Countrywide Home Loans April 2003 - March 2006
Washington Mutual Bank Home Loan Center January 1998 - March 2003
Home Savings of America January 1992 - January 1998
Coldwell Banker, Dan Blough & Associates August 1991 - March 1992
Skills
Loans, Refinance, Real Estate, Investment Properties, Underwriting, Management, Marketing, Recruiting, Marketing Strategy, Mortgage Banking, Mortgage Lending
Education
California State University-Fresno 1985 — 1989
Bachelor's of Science, Business AdministrationOption; Real Estate and Urban Land Economics
My Lien Huynh My Lien Huynh's Opes Advisors Experience April 2011 - April 2013
Job Senior Accountant at Workday
Industry Computer Software
Experience
Workday October 2015 - Present
Workday September 2014 - September 2015
Western Bancorp April 2013 - September 2014
Opes Advisors April 2011 - April 2013
Opes Advisors April 2010 - March 2011
Leapforce September 2009 - March 2010
Alpha & Omega Semiconductor January 2008 - January 2009
Skills
Financial Reporting, Account Reconciliation, Accounting, Finance, Microsoft Excel, Access, Mortgage Banking, Variance Analysis, GAAP, Accounts Receivable, Accounts Payable, Financial Statements, Auditing, Financial Analysis, General Ledger
Education
San Jose State University 2004 — 2009
Bachelor's degree
Workday October 2015 - Present
Workday September 2014 - September 2015
Western Bancorp April 2013 - September 2014
Opes Advisors April 2011 - April 2013
Opes Advisors April 2010 - March 2011
Leapforce September 2009 - March 2010
Alpha & Omega Semiconductor January 2008 - January 2009
Skills
Financial Reporting, Account Reconciliation, Accounting, Finance, Microsoft Excel, Access, Mortgage Banking, Variance Analysis, GAAP, Accounts Receivable, Accounts Payable, Financial Statements, Auditing, Financial Analysis, General Ledger
Education
San Jose State University 2004 — 2009
Bachelor's degree
Monique Lucero Monique Lucero's Opes Advisors Experience November 2011 - January 2015
Job Accounts Receivable at Unitek Information Systems
Industry Financial Services
Experience
Unitek Information Systems January 2015 - Present
Opes Advisors November 2011 - January 2015
Dublin Insurance May 2008 - August 2008
Skills
Financial Analysis, Account Reconciliation, Accounting, Accounts Receivable, Journal Entries, Accruals, Revenue Recognition, Bank Reconciliation, Microsoft Excel, Financial Reporting, QuickBooks, Accounts Payable
Education
CSU Chico 2007 — 2011
Bachelor's degree, Accounting
Unitek Information Systems January 2015 - Present
Opes Advisors November 2011 - January 2015
Dublin Insurance May 2008 - August 2008
Skills
Financial Analysis, Account Reconciliation, Accounting, Accounts Receivable, Journal Entries, Accruals, Revenue Recognition, Bank Reconciliation, Microsoft Excel, Financial Reporting, QuickBooks, Accounts Payable
Education
CSU Chico 2007 — 2011
Bachelor's degree, Accounting
Thomas J. Barnes Thomas J. Barnes's Opes Advisors Experience September 2014 - Present
Job Mortgage Advisor
Industry Real Estate
Experience
Opes Advisors September 2014 - Present
Guarantee Mortgage/ Guaranteed Rate September 2000 - September 2014
The Monarch Group March 1999 - August 2000
Zephyr Real Estate August 1998 - August 1999
Skills
Fluent in Encompass and..., Extremely attentive to..., Able to work in..., Mortgage Lending, FHA, Refinance, Finance, Loan Origination, First Time Home Buyers, Real Estate, FHA financing, Real Estate Financing, REO, VA loans, Investment Properties, Real Estate Economics, Mortgage Banking, Loans, Credit, Residential Mortgages
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Science / Bachelor of Arts, Economics / German, Summa Cum Laude
Concordia College 1983 — 1984
German, Institute of German Studies
Opes Advisors September 2014 - Present
Guarantee Mortgage/ Guaranteed Rate September 2000 - September 2014
The Monarch Group March 1999 - August 2000
Zephyr Real Estate August 1998 - August 1999
Skills
Fluent in Encompass and..., Extremely attentive to..., Able to work in..., Mortgage Lending, FHA, Refinance, Finance, Loan Origination, First Time Home Buyers, Real Estate, FHA financing, Real Estate Financing, REO, VA loans, Investment Properties, Real Estate Economics, Mortgage Banking, Loans, Credit, Residential Mortgages
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Science / Bachelor of Arts, Economics / German, Summa Cum Laude
Concordia College 1983 — 1984
German, Institute of German Studies
Ryan Ogata Ryan Ogata's Opes Advisors Experience June 2010 - Present
Job Managing Director at Opes Advisors
Industry Financial Services
Experience
Opes Advisors June 2010 - Present
Residential Pacific Mortgage January 2007 - June 2010
Triton Funding Group November 2002 - January 2007
Education
Cornell University 1997 — 2001
French American International School 1992 — 1997
High School
Opes Advisors June 2010 - Present
Residential Pacific Mortgage January 2007 - June 2010
Triton Funding Group November 2002 - January 2007
Education
Cornell University 1997 — 2001
French American International School 1992 — 1997
High School
Alex Brunbauer Alex Brunbauer's Opes Advisors Experience October 2012 - April 2014
Job Business Development at DataFox Intelligence, Inc.
Industry Financial Services
Experience
DataFox Intelligence, Inc. September 2015 - Present
Salesforce May 2015 - September 2015
salesforce.com April 2014 - April 2015
Opes Advisors October 2012 - April 2014
Associated Press February 2012 - October 2012
Skills
Sales, Sales Operations, Pricing Analysis, Pricing Strategy, Mortgage Lending, Mortgage Banking, Client Liaison, Manage Client..., Salesforce.com, Hospitality Management, Finance, Sales Process, Sales Management, Leadership, Microsoft Office, Business Development, CRM, Marketing, Management, Pipeline Development, Customer Service
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
DataFox Intelligence, Inc. September 2015 - Present
Salesforce May 2015 - September 2015
salesforce.com April 2014 - April 2015
Opes Advisors October 2012 - April 2014
Associated Press February 2012 - October 2012
Skills
Sales, Sales Operations, Pricing Analysis, Pricing Strategy, Mortgage Lending, Mortgage Banking, Client Liaison, Manage Client..., Salesforce.com, Hospitality Management, Finance, Sales Process, Sales Management, Leadership, Microsoft Office, Business Development, CRM, Marketing, Management, Pipeline Development, Customer Service
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Fiona Emahazion's Opes Advisors Experience October 2014 - Present
Job Human Resources Coordinator at Opes Advisors Inc
Industry Human Resources
Experience
Opes Advisors October 2014 - Present
St. Martin De Porres September 2013 - April 2014
Saint Marys College of California August 2011 - August 2012
Stepping Up to Algebra June 2012 - July 2012
Black Student Union September 2011 - May 2012
Jumpstart September 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Customer Service, Teamwork, Social Media, Event Planning, Photoshop, Teaching, English, Editing, Time Management, Facebook, Spanish, Outlook, Community Outreach, Data Analysis, Nonprofits
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Arts (B.A.), Sociology Major Communication Minor
John Cabot University 2013 — 2013
Opes Advisors October 2014 - Present
St. Martin De Porres September 2013 - April 2014
Saint Marys College of California August 2011 - August 2012
Stepping Up to Algebra June 2012 - July 2012
Black Student Union September 2011 - May 2012
Jumpstart September 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Customer Service, Teamwork, Social Media, Event Planning, Photoshop, Teaching, English, Editing, Time Management, Facebook, Spanish, Outlook, Community Outreach, Data Analysis, Nonprofits
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Arts (B.A.), Sociology Major Communication Minor
John Cabot University 2013 — 2013
Matt Casillas Matt Casillas's Opes Advisors Experience April 2012 - March 2013
Job Account Executive at Lever, Inc.
Industry Computer Software
Experience
Lever, Inc. March 2015 - Present
Chartio January 2015 - March 2015
Chartio December 2013 - January 2015
Zignal Labs April 2013 - October 2013
Opes Advisors April 2012 - March 2013
Bank of America October 2001 - March 2012
Salesforce.com August 2000 - October 2001
Yahoo! - Hotjobs.com July 1999 - August 2000
Skills
Salesforce.com, Sales, CRM, SaaS, Cloud Computing, Start-ups, Solution Selling, Enterprise Software, Social Media, Salesforce.com, SaaS /..., Social Media Marketing, Social Media Measurement, Sales Operations, Social Listening, Big Data, Social Selling, Closing Business
Education
Santa Clara University
Bachelor's degree, Political Science
Trinity College-Hartford
Liberal Arts and Sciences/Liberal Studies
Lever, Inc. March 2015 - Present
Chartio January 2015 - March 2015
Chartio December 2013 - January 2015
Zignal Labs April 2013 - October 2013
Opes Advisors April 2012 - March 2013
Bank of America October 2001 - March 2012
Salesforce.com August 2000 - October 2001
Yahoo! - Hotjobs.com July 1999 - August 2000
Skills
Salesforce.com, Sales, CRM, SaaS, Cloud Computing, Start-ups, Solution Selling, Enterprise Software, Social Media, Salesforce.com, SaaS /..., Social Media Marketing, Social Media Measurement, Sales Operations, Social Listening, Big Data, Social Selling, Closing Business
Education
Santa Clara University
Bachelor's degree, Political Science
Trinity College-Hartford
Liberal Arts and Sciences/Liberal Studies
Robert Dylina Robert Dylina's Opes Advisors Experience August 2013 - February 2014
Job Manager, Loan Originator, and Problem Solver
Industry Financial Services
Experience
Envoy Mortgage August 2014 - Present
Sierra Pacific Mortgage Company, Inc. March 2014 - August 2014
Opes Advisors August 2013 - February 2014
Opes Advisors July 2012 - August 2013
California State University, Stanislaus October 2011 - May 2012
Ranchwood Residential, Inc. June 2007 - August 2009
Ranchwood Residential, Inc. June 2005 - June 2008
Cal Poly State University January 2001 - January 2003
Action Computers January 2000 - July 2001
Skills
Problem Solving, Construction, Technology..., Excel, Customer Service, Statistics, Microsoft Office, Access, Data Analysis, Research, Business Strategy, Social Media, Strategic Planning, Microsoft Excel, Sales, Analysis, Budgets, Finance, PowerPoint, Project Management, Residential Mortgages, Mortgage Lending, FHA Mortgage, USDA Mortgage, VA Mortgage, Mortgage Advising, Training, Loans, Financial Analysis, Investments, Marketing, Forecasting, Risk Management
Education
California State University-Stanislaus 2010 — 2012
BS, Business Administration - Finance
Cuesta College 2003 — 2005
AS, Construction Technologies
Merced High School 1998 — 2001
Envoy Mortgage August 2014 - Present
Sierra Pacific Mortgage Company, Inc. March 2014 - August 2014
Opes Advisors August 2013 - February 2014
Opes Advisors July 2012 - August 2013
California State University, Stanislaus October 2011 - May 2012
Ranchwood Residential, Inc. June 2007 - August 2009
Ranchwood Residential, Inc. June 2005 - June 2008
Cal Poly State University January 2001 - January 2003
Action Computers January 2000 - July 2001
Skills
Problem Solving, Construction, Technology..., Excel, Customer Service, Statistics, Microsoft Office, Access, Data Analysis, Research, Business Strategy, Social Media, Strategic Planning, Microsoft Excel, Sales, Analysis, Budgets, Finance, PowerPoint, Project Management, Residential Mortgages, Mortgage Lending, FHA Mortgage, USDA Mortgage, VA Mortgage, Mortgage Advising, Training, Loans, Financial Analysis, Investments, Marketing, Forecasting, Risk Management
Education
California State University-Stanislaus 2010 — 2012
BS, Business Administration - Finance
Cuesta College 2003 — 2005
AS, Construction Technologies
Merced High School 1998 — 2001
Chris Bridgman Chris Bridgman's Opes Advisors Experience January 2015 - Present
Job Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors January 2015 - Present
Private Mortgage Advisors February 2014 - December 2014
Absolute Mortgage Banking October 2011 - April 2014
Bank of America Home Loans June 2005 - October 2011
Wells Fargo Private Mortgage Banking February 2003 - 2005
Skills
Loans, First Time Home Buyers, FHA, Loan Origination, Mortgage Lending, Investment Properties, Refinance, Credit, Reverse Mortgages, Finance, Mortgage Banking, FHA financing, Real Estate Financing, Residential Mortgages, Construction Loans, Real Estate Economics, Real Estate, Mortgage Underwriting, REO, Investments, FHA Financing
Education
California State University-Chico 1996 — 2001
B.S, Business Administration
Opes Advisors January 2015 - Present
Private Mortgage Advisors February 2014 - December 2014
Absolute Mortgage Banking October 2011 - April 2014
Bank of America Home Loans June 2005 - October 2011
Wells Fargo Private Mortgage Banking February 2003 - 2005
Skills
Loans, First Time Home Buyers, FHA, Loan Origination, Mortgage Lending, Investment Properties, Refinance, Credit, Reverse Mortgages, Finance, Mortgage Banking, FHA financing, Real Estate Financing, Residential Mortgages, Construction Loans, Real Estate Economics, Real Estate, Mortgage Underwriting, REO, Investments, FHA Financing
Education
California State University-Chico 1996 — 2001
B.S, Business Administration
Irma Lopez Irma Lopez's Opes Advisors Experience August 2013 - May 2014
Job Mortgage Advisor
Industry Real Estate
Experience
Alameda Mortgage Corporation est. 1968 April 2015 - Present
Opes Advisors August 2013 - May 2014
RPM Mortgage Inc September 2012 - August 2013
Cherry Creek Mortgage 2011 - September 2012
Jacinto Mortgage, Inc. March 2000 - November 2011
Skills
FHA, USDA, Refinance, VA loans, Mortgage Lending, Loans, Construction Loans, Real Estate, Residential Mortgages, Investment Properties, Certified Mortgage..., Finance, FHA financing, Mortgage Banking, Loan Origination, FHA Financing, First Time Home Buyers, REO, Foreclosures, Referrals
Education
San Jose State University 1989 — 1993
Finance
Alameda Mortgage Corporation est. 1968 April 2015 - Present
Opes Advisors August 2013 - May 2014
RPM Mortgage Inc September 2012 - August 2013
Cherry Creek Mortgage 2011 - September 2012
Jacinto Mortgage, Inc. March 2000 - November 2011
Skills
FHA, USDA, Refinance, VA loans, Mortgage Lending, Loans, Construction Loans, Real Estate, Residential Mortgages, Investment Properties, Certified Mortgage..., Finance, FHA financing, Mortgage Banking, Loan Origination, FHA Financing, First Time Home Buyers, REO, Foreclosures, Referrals
Education
San Jose State University 1989 — 1993
Finance
Luceyda Herrera's Opes Advisors Experience September 2014 - Present
Job Sr. Mortgage Advisor Production Assistant at Opes Advisors
Industry Real Estate
Experience
Opes Advisors September 2014 - Present
Mi Pueblo Food Center March 2005 - August 2014
Skills
Grocery, Customer Service, Retail, Merchandising, Inventory Control, Cashiering, Inventory Management, Store Management, Customer Satisfaction, Planograms, Loss Prevention, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Data Entry, Profit, Payroll, Distribution Center..., P, Forecasting, Telephone Skills, New Store Development, Employee Relations, Recruiting, PowerPoint, Leadership, Team Leadership, Management, Budgets, Asset Protection, Time Management, Training, Operations Management, Team Building, Interviews, Hiring, Employee Training
Education
Modesto Junior College 2004 — 2006
General Education
Opes Advisors September 2014 - Present
Mi Pueblo Food Center March 2005 - August 2014
Skills
Grocery, Customer Service, Retail, Merchandising, Inventory Control, Cashiering, Inventory Management, Store Management, Customer Satisfaction, Planograms, Loss Prevention, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Data Entry, Profit, Payroll, Distribution Center..., P, Forecasting, Telephone Skills, New Store Development, Employee Relations, Recruiting, PowerPoint, Leadership, Team Leadership, Management, Budgets, Asset Protection, Time Management, Training, Operations Management, Team Building, Interviews, Hiring, Employee Training
Education
Modesto Junior College 2004 — 2006
General Education
Bobby Yee's Opes Advisors Experience July 2013 - April 2014
Job Mortgage Consultant at Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage April 2014 - Present
Opes Advisors July 2013 - April 2014
Bank of America November 2011 - July 2013
Bank of America November 2009 - November 2011
Bank of America December 2007 - November 2009
Skills
Financial Advisory, Banking, Consumer Lending, Credit, Operations Management, Mortgage Lending, Investments, Sales Management, Leadership, Retail Banking
Education
San Jose State University
Computer Engineering
Guild Mortgage April 2014 - Present
Opes Advisors July 2013 - April 2014
Bank of America November 2011 - July 2013
Bank of America November 2009 - November 2011
Bank of America December 2007 - November 2009
Skills
Financial Advisory, Banking, Consumer Lending, Credit, Operations Management, Mortgage Lending, Investments, Sales Management, Leadership, Retail Banking
Education
San Jose State University
Computer Engineering
Joey Hersh Joey Hersh's Opes Advisors Experience 2010 - 2011
Job Realtor at Zephyr Real Estate
Industry Real Estate
Experience
Zephyr Real Estate 2012 - Present
Opes Advisors 2010 - 2011
RPM Mortgage, Inc. 2008 - 2010
Skills
Buyer Representation, Condos, First Time Home Buyers, Investment Properties, Marketing, New Home Sales, Real Estate Transactions, Sales, Sales Management, Sellers, Single Family Homes, Social Media
Education
California State University-Northridge 2004 — 2008
Bachelor's degree, Business with an emphasis in Real Estate
California State University-Northridge 2004 — 2008
Bachelor of Business Administration (B.B.A.)- Emphasis in Real Estate, Business Administration with empasis in Real Estate
Zephyr Real Estate 2012 - Present
Opes Advisors 2010 - 2011
RPM Mortgage, Inc. 2008 - 2010
Skills
Buyer Representation, Condos, First Time Home Buyers, Investment Properties, Marketing, New Home Sales, Real Estate Transactions, Sales, Sales Management, Sellers, Single Family Homes, Social Media
Education
California State University-Northridge 2004 — 2008
Bachelor's degree, Business with an emphasis in Real Estate
California State University-Northridge 2004 — 2008
Bachelor of Business Administration (B.B.A.)- Emphasis in Real Estate, Business Administration with empasis in Real Estate
Chad Turkus Chad Turkus's Opes Advisors Experience February 2013 - July 2014
Job Mortgage Loan Officer at Private Mortgage Advisors / Alain Pinel Palo Alto
Industry Financial Services
Experience
Private Mortgage Advisors / Alain Pinel Palo Alto July 2014 - Present
Opes Advisors February 2013 - July 2014
Ricoh Americas Corporation July 2009 - February 2013
Bank of America February 2006 - March 2008
Wells Fargo Home Mortgage October 2003 - January 2006
Town & Country Credit November 2002 - October 2003
US Army October 1998 - October 2002
Skills
Account Management, Accounting, Analysis, Banking, Business Development, Cold Calling, Contract Negotiation, Credit, Customer Service, Direct Sales, First Time Home Buyers, Human Resources, Investment Properties, Investments, Loans, Management, Marketing, Marketing Strategy, Mortgage Banking, Mortgage Lending, Negotiation, Networking, New Business Development, Professional Services, REO, Real Estate, Real Estate Transactions, Recruiting, Sales, Sales Management, Sales Operations, Sales Process, Salesforce.com, Selling, Short Sales, Solution Selling, Strategy, Training
Education
Cal Poly San Luis Obispo
Los Altos High School
Private Mortgage Advisors / Alain Pinel Palo Alto July 2014 - Present
Opes Advisors February 2013 - July 2014
Ricoh Americas Corporation July 2009 - February 2013
Bank of America February 2006 - March 2008
Wells Fargo Home Mortgage October 2003 - January 2006
Town & Country Credit November 2002 - October 2003
US Army October 1998 - October 2002
Skills
Account Management, Accounting, Analysis, Banking, Business Development, Cold Calling, Contract Negotiation, Credit, Customer Service, Direct Sales, First Time Home Buyers, Human Resources, Investment Properties, Investments, Loans, Management, Marketing, Marketing Strategy, Mortgage Banking, Mortgage Lending, Negotiation, Networking, New Business Development, Professional Services, REO, Real Estate, Real Estate Transactions, Recruiting, Sales, Sales Management, Sales Operations, Sales Process, Salesforce.com, Selling, Short Sales, Solution Selling, Strategy, Training
Education
Cal Poly San Luis Obispo
Los Altos High School
Brigid James Brigid James's Opes Advisors Experience December 2014 - Present
Job Loan Delivery Specialist at Opes Advisors
Industry Financial Services
Experience
Opes Advisors December 2014 - Present
Accountemps August 2014 - December 2014
Calphin Aquatic Club January 2013 - December 2014
Skills
English, Economics, Public Speaking, Social Media, Time Management, International Relations, Teamwork, Microsoft Office, Research, Microsoft Excel, Customer Service, Leadership Development, Teaching, French
Education
California State University-Hayward 2009 — 2014
Bachelor of Science (BS), Finance, Management, French
Université de Provence (Aix-Marseille I) 2011 — 2012
Mission San Jose High School
Opes Advisors December 2014 - Present
Accountemps August 2014 - December 2014
Calphin Aquatic Club January 2013 - December 2014
Skills
English, Economics, Public Speaking, Social Media, Time Management, International Relations, Teamwork, Microsoft Office, Research, Microsoft Excel, Customer Service, Leadership Development, Teaching, French
Education
California State University-Hayward 2009 — 2014
Bachelor of Science (BS), Finance, Management, French
Université de Provence (Aix-Marseille I) 2011 — 2012
Mission San Jose High School
Philip Boos NMLS #1187899 Philip Boos NMLS #1187899's Opes Advisors Experience 2014 - Present
Job Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors 2014 - Present
Market Leader Inc. 2012 - 2014
ASG 2011 - 2012
EHI Real Estate Advisors January 2010 - 2011
Local Investment Firm 2007 - 2009
Premier Lending, Inc. 2003 - 2007
Skills
Business Development, Sales, Leadership, Contract Negotiation, Real Estate, Investments, Negotiation, Mortgage Lending, Finance, Sellers, Loans, Analysis, Real Estate Development, Selling, Cold Calling
Education
Seattle University 2011 — 2014
MBA, Finance, Management, Economics
Oklahoma City University 1999 — 2001
BA, Business Administration
Opes Advisors 2014 - Present
Market Leader Inc. 2012 - 2014
ASG 2011 - 2012
EHI Real Estate Advisors January 2010 - 2011
Local Investment Firm 2007 - 2009
Premier Lending, Inc. 2003 - 2007
Skills
Business Development, Sales, Leadership, Contract Negotiation, Real Estate, Investments, Negotiation, Mortgage Lending, Finance, Sellers, Loans, Analysis, Real Estate Development, Selling, Cold Calling
Education
Seattle University 2011 — 2014
MBA, Finance, Management, Economics
Oklahoma City University 1999 — 2001
BA, Business Administration
Stephen Lucchese's Opes Advisors Experience August 2011 - July 2013
Job Strategic Advisor at Serenity First
Industry Financial Services
Experience
Serenity First January 2015 - Present
My Goods Market January 2014 - May 2014
Leader Technologies July 2013 - January 2014
Opes Advisors August 2011 - July 2013
Frisco Capital October 2009 - August 2011
Lucchese Family Properties November 2008 - October 2009
Self Employed October 2007 - November 2008
L&M Investors January 2007 - December 2007
Wells Capital Management November 2004 - October 2007
John A. Mangini & Company, LLP 2003 - 2004
Skills
Private Equity, Corporate Finance, IPO, Investments, Financial Analysis, Bloomberg, Alternative Investments, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Equities, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Asset Allocation, Banking, Wealth Management, Financial Services
Education
Saint Mary's College of California 2005 — 2006
MS-FAIM, financial analysis and investment management
Saint Mary's College of California 2003 — 2005
MBA, finance
Saint Mary's College of California 2001 — 2003
BS, business administration
University of California, Santa Barbara 1998 — 2000
Economics
Serenity First January 2015 - Present
My Goods Market January 2014 - May 2014
Leader Technologies July 2013 - January 2014
Opes Advisors August 2011 - July 2013
Frisco Capital October 2009 - August 2011
Lucchese Family Properties November 2008 - October 2009
Self Employed October 2007 - November 2008
L&M Investors January 2007 - December 2007
Wells Capital Management November 2004 - October 2007
John A. Mangini & Company, LLP 2003 - 2004
Skills
Private Equity, Corporate Finance, IPO, Investments, Financial Analysis, Bloomberg, Alternative Investments, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Equities, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Asset Allocation, Banking, Wealth Management, Financial Services
Education
Saint Mary's College of California 2005 — 2006
MS-FAIM, financial analysis and investment management
Saint Mary's College of California 2003 — 2005
MBA, finance
Saint Mary's College of California 2001 — 2003
BS, business administration
University of California, Santa Barbara 1998 — 2000
Economics
Cynthia Calvin Cynthia Calvin's Opes Advisors Experience July 2014 - Present
Job Production Manager at Opes Advisors
Industry Real Estate
Experience
Opes Advisors July 2014 - Present
Absolute Mortgage Banking August 2011 - June 2014
Skyline Financial / Western Bancorp June 2010 - August 2011
Princeton Capital January 1998 - June 2010
Great Western Bank 1987 - 1998
Skills
FHA, Loans, Mortgage Lending, Public Speaking, Mortgage Banking, Real Estate, Credit, Refinance, Loan Origination, Investment Properties, Negotiation, Residential Mortgages
Education
Brigham Young University
California State University-Hayward
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services
Opes Advisors July 2014 - Present
Absolute Mortgage Banking August 2011 - June 2014
Skyline Financial / Western Bancorp June 2010 - August 2011
Princeton Capital January 1998 - June 2010
Great Western Bank 1987 - 1998
Skills
FHA, Loans, Mortgage Lending, Public Speaking, Mortgage Banking, Real Estate, Credit, Refinance, Loan Origination, Investment Properties, Negotiation, Residential Mortgages
Education
Brigham Young University
California State University-Hayward
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services
Carlin (Davis) Arata Carlin (Davis) Arata's Opes Advisors Experience April 2013 - Present
Job Executive Assistant to CEO and Executive Chairman at Opes Advisors
Industry Venture Capital & Private Equity
Experience
Opes Advisors April 2013 - Present
Rembrandt Venture Partners July 2012 - April 2013
Bertram Capital November 2010 - July 2012
Accel Partners 2008 - 2010
Skills
Venture Capital, Start-ups, Private Equity, Business Strategy, Business Development, Account Management, Salesforce.com, Strategy, Strategic Planning, Mergers & Acquisitions
Education
Menlo College 2003 — 2008
Bachelor of Science (BS), Psychology
Opes Advisors April 2013 - Present
Rembrandt Venture Partners July 2012 - April 2013
Bertram Capital November 2010 - July 2012
Accel Partners 2008 - 2010
Skills
Venture Capital, Start-ups, Private Equity, Business Strategy, Business Development, Account Management, Salesforce.com, Strategy, Strategic Planning, Mergers & Acquisitions
Education
Menlo College 2003 — 2008
Bachelor of Science (BS), Psychology
Joshua Gallatin Joshua Gallatin's Opes Advisors Experience December 2010 - June 2011
Job Customer Service Representative at Bank of Bozeman
Industry Financial Services
Experience
Bank of Bozeman January 2013 - June 2014
VISIONS Service Adventures September 2011 - November 2012
Opes Advisors December 2010 - June 2011
Club One July 2010 - June 2011
Fontana Distribution January 2010 - March 2010
Korman Marketing Group May 2009 - September 2009
Skills
Loans, Customer Service, Finance, Sales, Outlook, PowerPoint, Microsoft Excel, DataTrac, CiviCRM, Social Networking, Public Speaking
Education
Musicians Institute 2009 — 2010
Music Business, Music Business Program
Montana State University-Bozeman 2004 — 2008
BS in Business, Finance
Bank of Bozeman January 2013 - June 2014
VISIONS Service Adventures September 2011 - November 2012
Opes Advisors December 2010 - June 2011
Club One July 2010 - June 2011
Fontana Distribution January 2010 - March 2010
Korman Marketing Group May 2009 - September 2009
Skills
Loans, Customer Service, Finance, Sales, Outlook, PowerPoint, Microsoft Excel, DataTrac, CiviCRM, Social Networking, Public Speaking
Education
Musicians Institute 2009 — 2010
Music Business, Music Business Program
Montana State University-Bozeman 2004 — 2008
BS in Business, Finance
Robert Imazumi Robert Imazumi's Opes Advisors Experience January 2013 - Present
Job Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors January 2013 - Present
Skills
Real Estate Financing, New Home Purchase, Refinance, Customer Service, First Time Home Buyers, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Sales, Finance, Credit, Investments, Social Media, Investment Properties, Real Estate, Marketing, Residential Homes
Education
California State University-East Bay 2005 — 2008
Bachelor of Science (BS), Finance, General
Las Positas College 2003 — 2005
Associate of Arts (A.A.), General Studies
Opes Advisors January 2013 - Present
Skills
Real Estate Financing, New Home Purchase, Refinance, Customer Service, First Time Home Buyers, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Sales, Finance, Credit, Investments, Social Media, Investment Properties, Real Estate, Marketing, Residential Homes
Education
California State University-East Bay 2005 — 2008
Bachelor of Science (BS), Finance, General
Las Positas College 2003 — 2005
Associate of Arts (A.A.), General Studies
Chris LaRoche's Opes Advisors Experience November 2014 - July 2015
Job Jumbo Senior Underwriter
Industry Banking
Experience
HomeStreet Bank July 2015 - Present
Opes Advisors November 2014 - July 2015
Umpqua Bank July 2014 - November 2014
Plaza Home Mortgage December 2013 - July 2014
Flagstar Bank April 2012 - December 2013
Verity Credit Union February 2008 - April 2012
Washington Mutual January 2003 - February 2008
Skills
Banking, Loans, Retail Banking, Credit, Wholesale Banking, Mortgage Underwriting, Jumbo Mortgage, Mortgage Lending, Residential Mortgages, Mortgage Banking, Loan Origination, Commercial Banking, Credit Analysis, Loan Servicing, FHA, Credit Risk, Refinance, Mortgage Servicing
Education
Central Washington University 1997 — 2001
Bachelor of Arts (B.A.), Law and Justice
HomeStreet Bank July 2015 - Present
Opes Advisors November 2014 - July 2015
Umpqua Bank July 2014 - November 2014
Plaza Home Mortgage December 2013 - July 2014
Flagstar Bank April 2012 - December 2013
Verity Credit Union February 2008 - April 2012
Washington Mutual January 2003 - February 2008
Skills
Banking, Loans, Retail Banking, Credit, Wholesale Banking, Mortgage Underwriting, Jumbo Mortgage, Mortgage Lending, Residential Mortgages, Mortgage Banking, Loan Origination, Commercial Banking, Credit Analysis, Loan Servicing, FHA, Credit Risk, Refinance, Mortgage Servicing
Education
Central Washington University 1997 — 2001
Bachelor of Arts (B.A.), Law and Justice
Phil Caulfield's Opes Advisors Experience February 2014 - Present
Job Mortgage Advisor Opes Advisors. We help homebuyers and homeowners make effective financial decisions!
Industry Financial Services
Experience
Opes Advisors February 2014 - Present
WJ Bradley December 2012 - January 2014
Prospect Mortgage, LLC September 2011 - December 2012
Wells Fargo Home Mortgage January 2011 - August 2011
First Peninsula Mortgage, LLC April 2010 - December 2010
RMC Real Estate Loans August 2002 - March 2010
First Horizon Home Loans August 2000 - August 2002
RMC Real Estate Loans June 1996 - July 2000
Skills
Mortgage Lending, jumbo loans, Purchase Financing, Super Jumbo, Real Estate, Loans, FHA, Refinance, Residential Mortgages, Sellers, First Time Home Buyers, Investors, Relocation, Selling, Real Estate Economics, Finance, Investments, Mortgage Banking, VA loans, Condos, FHA financing, Loan Origination, Banking, Investment Properties, Short Sales, Real Estate Financing, Certified Mortgage..., Construction Loans, Government Loans, Reverse Mortgages, Mortgage Underwriting, Credit, Commercial Mortgages, Mortgage Marketing, Underwriting, Commercial Lending, Credit Analysis, Home Equity Loans, Loss Mitigation, REO, Home Equity Lines of..., Non-Conforming, Funding, Foreclosures, Financial Structuring, Sales, FHA Financing, Residential Homes, Referrals, Real Estate Transactions
Education
Santa Clara University 1981 — 1985
Bachelor of Science (BSc)
Burlingame High School
Opes Advisors February 2014 - Present
WJ Bradley December 2012 - January 2014
Prospect Mortgage, LLC September 2011 - December 2012
Wells Fargo Home Mortgage January 2011 - August 2011
First Peninsula Mortgage, LLC April 2010 - December 2010
RMC Real Estate Loans August 2002 - March 2010
First Horizon Home Loans August 2000 - August 2002
RMC Real Estate Loans June 1996 - July 2000
Skills
Mortgage Lending, jumbo loans, Purchase Financing, Super Jumbo, Real Estate, Loans, FHA, Refinance, Residential Mortgages, Sellers, First Time Home Buyers, Investors, Relocation, Selling, Real Estate Economics, Finance, Investments, Mortgage Banking, VA loans, Condos, FHA financing, Loan Origination, Banking, Investment Properties, Short Sales, Real Estate Financing, Certified Mortgage..., Construction Loans, Government Loans, Reverse Mortgages, Mortgage Underwriting, Credit, Commercial Mortgages, Mortgage Marketing, Underwriting, Commercial Lending, Credit Analysis, Home Equity Loans, Loss Mitigation, REO, Home Equity Lines of..., Non-Conforming, Funding, Foreclosures, Financial Structuring, Sales, FHA Financing, Residential Homes, Referrals, Real Estate Transactions
Education
Santa Clara University 1981 — 1985
Bachelor of Science (BSc)
Burlingame High School
Alex Katz Alex Katz's Opes Advisors Experience May 2012 - Present
Job VP of Business Development at Opes Advisors
Industry Financial Services
Experience
Opes Advisors May 2012 - Present
Fisher Investments July 2008 - July 2011
Fisher Investments December 2006 - July 2008
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
Skills
Asset Managment, Investments, Equities, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Start-ups, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Business Strategy, Financial Services, Entrepreneurship, Strategy
Education
Dartmouth College
BA
Opes Advisors May 2012 - Present
Fisher Investments July 2008 - July 2011
Fisher Investments December 2006 - July 2008
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
TBC 1998 - 2000
Skills
Asset Managment, Investments, Equities, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Start-ups, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Business Strategy, Financial Services, Entrepreneurship, Strategy
Education
Dartmouth College
BA
Johanna Moa Johanna Moa's Opes Advisors Experience July 2012 - Present
Job Marketing Associate at Opes Advisors
Industry Marketing and Advertising
Experience
Opes Advisors July 2012 - Present
Producers Forum, Inc. September 2011 - September 2013
Starbucks August 2011 - July 2012
Videx December 2010 - June 2011
Aqua Seafood Restaurant & Bar June 2009 - June 2011
Jamba Juice June 2007 - December 2009
Skills
Marketing, Social Media Marketing, Customer Service, Social Media, Blogging, Email Marketing, Training, Sales, Marketing Strategy, Editing, Advertising, Facebook, Management, PowerPoint, Online Marketing, Social Networking, Marketing Communications, Leadership, Event Management, Microsoft Word, Event Planning, Public Relations, Time Management, Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Market Research, Project Management, Writing
Education
Oregon State University 2006 — 2011
BS in Business Administration and BA in German, Marketing Management, German
Europa-Kolleg Kassel 2009 — 2009
Zertifikat Deutsch - German proficiency certificate, German
Opes Advisors July 2012 - Present
Producers Forum, Inc. September 2011 - September 2013
Starbucks August 2011 - July 2012
Videx December 2010 - June 2011
Aqua Seafood Restaurant & Bar June 2009 - June 2011
Jamba Juice June 2007 - December 2009
Skills
Marketing, Social Media Marketing, Customer Service, Social Media, Blogging, Email Marketing, Training, Sales, Marketing Strategy, Editing, Advertising, Facebook, Management, PowerPoint, Online Marketing, Social Networking, Marketing Communications, Leadership, Event Management, Microsoft Word, Event Planning, Public Relations, Time Management, Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Market Research, Project Management, Writing
Education
Oregon State University 2006 — 2011
BS in Business Administration and BA in German, Marketing Management, German
Europa-Kolleg Kassel 2009 — 2009
Zertifikat Deutsch - German proficiency certificate, German
Alissa Ramos Alissa Ramos's Opes Advisors Experience August 2013 - August 2014
Job Loan Processor at Banc Home Loans
Industry Financial Services
Experience
Banc of California, Inc. August 2014 - Present
Opes Advisors August 2013 - August 2014
RPM Mortgage Inc February 2013 - July 2013
Atlantic Aviation January 2008 - July 2013
Skills
Customer Service, Aviation, Mortgage Servicing, Business Aviation, Invoicing, Loans, Airports, Airlines, Flights, Commercial Aviation, Aircraft, Flight Safety, Charter, Airport Management, Flight Planning, Operations Management
Education
San Jose State University 2007 — 2010
Finance, General
Banc of California, Inc. August 2014 - Present
Opes Advisors August 2013 - August 2014
RPM Mortgage Inc February 2013 - July 2013
Atlantic Aviation January 2008 - July 2013
Skills
Customer Service, Aviation, Mortgage Servicing, Business Aviation, Invoicing, Loans, Airports, Airlines, Flights, Commercial Aviation, Aircraft, Flight Safety, Charter, Airport Management, Flight Planning, Operations Management
Education
San Jose State University 2007 — 2010
Finance, General
Rick P. Benitez Rick P. Benitez's Opes Advisors Experience March 2010 - Present
Job Opes Advisors, Managing Director East Bay
Industry Real Estate
Experience
Opes Advisors March 2010 - Present
Bay East Association of REALTORS® January 2014 - Present
Bay East Association of Realtors January 2012 - December 2013
Bay East Association of Realtors January 2011 - December 2011
Real Estate Alliance of Livermore January 2009 - December 2010
RPM Mortgage Inc April 2006 - February 2010
Bay East Association of Realtors 2010 - 2010
Innovative Mortgage Solutions March 2005 - March 2006
California Financial Group October 1994 - December 2004
Education
San Diego State University-California State University 1987 — 1992
Journalism, Advertising & Real Estate
Opes Advisors March 2010 - Present
Bay East Association of REALTORS® January 2014 - Present
Bay East Association of Realtors January 2012 - December 2013
Bay East Association of Realtors January 2011 - December 2011
Real Estate Alliance of Livermore January 2009 - December 2010
RPM Mortgage Inc April 2006 - February 2010
Bay East Association of Realtors 2010 - 2010
Innovative Mortgage Solutions March 2005 - March 2006
California Financial Group October 1994 - December 2004
Education
San Diego State University-California State University 1987 — 1992
Journalism, Advertising & Real Estate
Michelle Lyon Michelle Lyon's Opes Advisors Experience February 2015 - Present
Job PreProcessor at Opes Advisors, Inc.
Industry Accounting
Experience
Opes Advisors February 2015 - Present
Jb dewar March 2014 - February 2015
San Luis Sports Therapy June 2012 - February 2014
AP Logic Inc. May 2009 - August 2012
Healthy Back February 2008 - December 2008
Gap Inc. February 2006 - February 2008
Skills
Customer Service, Event Planning, Positive Team Player, Microsoft Office, Sales, Organization, Microsoft Excel, Self-starter, Professional..., Patient Safety, Multi Tasking, Confidentiality, Highly Reliable, Goal Oriented, Travel Planning, Train Staff, Client Liaison, Meeting Scheduling, Accounts Payable, Invoice Processing, Bank Reconciliation, Payroll, Payment Card Processing, Office Administration, Executive Support
Education
San Diego Mesa College 2006 — 2008
Associate of Arts (AA)
Cuesta College
Opes Advisors February 2015 - Present
Jb dewar March 2014 - February 2015
San Luis Sports Therapy June 2012 - February 2014
AP Logic Inc. May 2009 - August 2012
Healthy Back February 2008 - December 2008
Gap Inc. February 2006 - February 2008
Skills
Customer Service, Event Planning, Positive Team Player, Microsoft Office, Sales, Organization, Microsoft Excel, Self-starter, Professional..., Patient Safety, Multi Tasking, Confidentiality, Highly Reliable, Goal Oriented, Travel Planning, Train Staff, Client Liaison, Meeting Scheduling, Accounts Payable, Invoice Processing, Bank Reconciliation, Payroll, Payment Card Processing, Office Administration, Executive Support
Education
San Diego Mesa College 2006 — 2008
Associate of Arts (AA)
Cuesta College
Jana Lane Jana Lane's Opes Advisors Experience December 2014 - Present
Job Mortgage Advisor, Opes Advisors
Industry Financial Services
Experience
Opes Advisors December 2014 - Present
Prospect Mortgage, LLC December 2009 - November 2014
O'Donnell Financial June 2008 - December 2009
JMPChase, The Home Loan Group July 2006 - June 2008
Union Trust Mortgage December 2002 - August 2006
Pacific Capital Mortgage April 2000 - December 2002
Alternative Mortgage Express, a Division of Land Home Financial Services March 1999 - April 2000
Skills
High Net Worth Borrowers, Asset Depletion as..., Real Estate Equity..., Jumbo Financing for..., Finance, Refinance, Mortgage Lending, Loans, FHA, Real Estate, Investment Properties, Credit, Residential Homes, Mortgage Banking, Real Estate Financing, Certified Mortgage..., Sellers, Residential Mortgages, Loan Origination, Buyers, Investors, Referrals, FHA financing, Mortgage Marketing, FHA Financing, USDA
Education
CA Department of Real Estate
Real Estate License
Mt. Hood Community College 1982 — 1984
Business Management
Opes Advisors December 2014 - Present
Prospect Mortgage, LLC December 2009 - November 2014
O'Donnell Financial June 2008 - December 2009
JMPChase, The Home Loan Group July 2006 - June 2008
Union Trust Mortgage December 2002 - August 2006
Pacific Capital Mortgage April 2000 - December 2002
Alternative Mortgage Express, a Division of Land Home Financial Services March 1999 - April 2000
Skills
High Net Worth Borrowers, Asset Depletion as..., Real Estate Equity..., Jumbo Financing for..., Finance, Refinance, Mortgage Lending, Loans, FHA, Real Estate, Investment Properties, Credit, Residential Homes, Mortgage Banking, Real Estate Financing, Certified Mortgage..., Sellers, Residential Mortgages, Loan Origination, Buyers, Investors, Referrals, FHA financing, Mortgage Marketing, FHA Financing, USDA
Education
CA Department of Real Estate
Real Estate License
Mt. Hood Community College 1982 — 1984
Business Management
Christy Vann's Opes Advisors Experience November 2013 - June 2014
Job SR Mortgage Processor at Alliant
Industry Banking
Experience
First National Bank of Omaha March 2015 - Present
Opes Advisors November 2013 - June 2014
101 Loan July 2012 - October 2013
Wells Fargo Home Mortgage August 2008 - July 2012
Washington Mutual February 2003 - July 2008
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, FHA financing, Loan Origination, Loans, Customer Service, FHA, Refinance, VA loans, Credit, Government Loans, Mortgage Underwriting, Reverse Mortgages, USDA, Mortgage Marketing, Construction Loans
Education
California State University, Fresno 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
First National Bank of Omaha March 2015 - Present
Opes Advisors November 2013 - June 2014
101 Loan July 2012 - October 2013
Wells Fargo Home Mortgage August 2008 - July 2012
Washington Mutual February 2003 - July 2008
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, FHA financing, Loan Origination, Loans, Customer Service, FHA, Refinance, VA loans, Credit, Government Loans, Mortgage Underwriting, Reverse Mortgages, USDA, Mortgage Marketing, Construction Loans
Education
California State University, Fresno 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Darlene Crane Darlene Crane's Opes Advisors Experience June 2012 - November 2014
Job Branch Manager | Mortgage Loan Advisor at RPM Mortgage, Inc.
Industry Real Estate
Experience
RPM Mortgage, Inc. November 2014 - Present
Opes Advisors June 2012 - November 2014
RPM Mortgage, Inc. July 1997 - June 2012
Western Colonial Funding Livermore February 1981 - December 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
College of Marin
RPM Mortgage, Inc. November 2014 - Present
Opes Advisors June 2012 - November 2014
RPM Mortgage, Inc. July 1997 - June 2012
Western Colonial Funding Livermore February 1981 - December 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
College of Marin
Ifeanyi Ezeofor's Opes Advisors Experience October 2010 - March 2011
Job Associate Consultant at Celerity Consulting Group, Inc
Industry Management Consulting
Experience
Celerity Consulting Group 2015 - Present
Independent Physical Therapy June 2014 - January 2015
Bally Total Fitness August 2011 - July 2012
Opes Advisors October 2010 - March 2011
United Trading Company June 2009 - December 2010
Skills
Coaching, Customer Service, Sales, PowerPoint, Leadership, Microsoft Excel, Social Networking, Management, Fitness, Microsoft Word, Nutrition, Social Media, Event Planning, Time Management, Strength Training, Research, Microsoft Office, Therapeutic Massage, Administration, Exercise Physiology, Fitness Training, Employee Relations
Education
California State University-Northridge 2012 — 2014
Bachelor of Science (B.S.), Kinesiotherapy/Kinesiotherapist
Chabot College 2009 — 2012
Associate of Arts (A.A.), English Language and Literature, General
Celerity Consulting Group 2015 - Present
Independent Physical Therapy June 2014 - January 2015
Bally Total Fitness August 2011 - July 2012
Opes Advisors October 2010 - March 2011
United Trading Company June 2009 - December 2010
Skills
Coaching, Customer Service, Sales, PowerPoint, Leadership, Microsoft Excel, Social Networking, Management, Fitness, Microsoft Word, Nutrition, Social Media, Event Planning, Time Management, Strength Training, Research, Microsoft Office, Therapeutic Massage, Administration, Exercise Physiology, Fitness Training, Employee Relations
Education
California State University-Northridge 2012 — 2014
Bachelor of Science (B.S.), Kinesiotherapy/Kinesiotherapist
Chabot College 2009 — 2012
Associate of Arts (A.A.), English Language and Literature, General
Curt Van Emon's Opes Advisors Experience 2004 - 2008
Job Owner, Primrose School of Burlington
Industry Education Management
Experience
Primrose School of Burlington June 2013 - Present
Consultant 2008 - 2013
Opes Advisors 2004 - 2008
First Horizon National Corporation 2001 - 2004
MetaDesign 1999 - 2001
InSync Systems 1993 - 1999
Cities West Publishing 1989 - 1993
CTS 1984 - 1989
Skills
Major Account Sales,..., Start-up Sales..., Strategic Planning, New Business Development, Sales Management, Team Building, Marketing, Leadership, Business Development, Marketing Strategy, Strategy, Sales, Management, Start-ups, Public Speaking, Sales Operations
Education
The Aji Network 1987 — 2012
Sales, Entrepreneurship, Leadership, Innovation
Stanford University 2003 — 2005
Executive Financial Courses
Santa Clara University - Leavey School of Business 1998 — 1999
Executive Management Courses
Xerox Sales Training 1988 — 1988
Advanced Sales Certificates
Ball State University 1980 — 1984
Bachelor's, Sales and Marketing
South Adams High School
Primrose School of Burlington June 2013 - Present
Consultant 2008 - 2013
Opes Advisors 2004 - 2008
First Horizon National Corporation 2001 - 2004
MetaDesign 1999 - 2001
InSync Systems 1993 - 1999
Cities West Publishing 1989 - 1993
CTS 1984 - 1989
Skills
Major Account Sales,..., Start-up Sales..., Strategic Planning, New Business Development, Sales Management, Team Building, Marketing, Leadership, Business Development, Marketing Strategy, Strategy, Sales, Management, Start-ups, Public Speaking, Sales Operations
Education
The Aji Network 1987 — 2012
Sales, Entrepreneurship, Leadership, Innovation
Stanford University 2003 — 2005
Executive Financial Courses
Santa Clara University - Leavey School of Business 1998 — 1999
Executive Management Courses
Xerox Sales Training 1988 — 1988
Advanced Sales Certificates
Ball State University 1980 — 1984
Bachelor's, Sales and Marketing
South Adams High School
Don McMahon Don McMahon's Opes Advisors Experience January 2015 - June 2015
Job Mortgage Sales Executive
Industry Financial Services
Experience
Opes Advisors January 2015 - June 2015
Old Capital June 2014 - October 2014
Wells Fargo June 2012 - June 2014
McMahon Group August 2003 - April 2010
Santa Barbara Bank & Trust 1993 - 2001
Skills
Automotive, Sales Management, Negotiation, Customer Relations, New Business Development, Team Building, Account Management, Online Marketing, Business Strategy, Vehicles, Online Advertising, Advertising, B2B, Budgets, Business Development, Business Planning, Coaching, Contract Negotiation, Customer Retention, Customer Service, Entrepreneurship, Investment Properties, Lead Generation, Loans, Management, Management Consulting, Marketing, Marketing Strategy, Mortgage Lending, Real Estate, Real Estate Financing, Retail, Sales, Sales Process, Selling, Small Business, Social Media Marketing, Social Networking, Start-ups, Strategic Planning, Strategy, Leadership, Commercial Real Estate, Financial Services, Investors, Investments, Credit, Residential Homes, Banking
Education
Santa Barbara City College 1978 — 1979
San Marcos 1975 — 1977
Opes Advisors January 2015 - June 2015
Old Capital June 2014 - October 2014
Wells Fargo June 2012 - June 2014
McMahon Group August 2003 - April 2010
Santa Barbara Bank & Trust 1993 - 2001
Skills
Automotive, Sales Management, Negotiation, Customer Relations, New Business Development, Team Building, Account Management, Online Marketing, Business Strategy, Vehicles, Online Advertising, Advertising, B2B, Budgets, Business Development, Business Planning, Coaching, Contract Negotiation, Customer Retention, Customer Service, Entrepreneurship, Investment Properties, Lead Generation, Loans, Management, Management Consulting, Marketing, Marketing Strategy, Mortgage Lending, Real Estate, Real Estate Financing, Retail, Sales, Sales Process, Selling, Small Business, Social Media Marketing, Social Networking, Start-ups, Strategic Planning, Strategy, Leadership, Commercial Real Estate, Financial Services, Investors, Investments, Credit, Residential Homes, Banking
Education
Santa Barbara City College 1978 — 1979
San Marcos 1975 — 1977
Erick Winchester Erick Winchester's Opes Advisors Experience October 2013 - Present
Job Senior Mortgage Advisor, Residential Loan Specialist
Industry Financial Services
Experience
Opes Advisors October 2013 - Present
Opes Advisors October 2013 - Present
Academy Mortgage Corporation December 2009 - June 2013
All American Mortgage January 2007 - December 2009
Winchester Lending Group January 2004 - December 2008
Skills
FHA financing, VA loans, FHA, USDA, Government Loans, REO, Move Up Buyers, Short Sales, Sellers, Refinance, Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Mortgage Banking, FHA Financing, VA Loans
Education
Johansen High School 1992 — 1995
Modesto Junior College
Opes Advisors October 2013 - Present
Opes Advisors October 2013 - Present
Academy Mortgage Corporation December 2009 - June 2013
All American Mortgage January 2007 - December 2009
Winchester Lending Group January 2004 - December 2008
Skills
FHA financing, VA loans, FHA, USDA, Government Loans, REO, Move Up Buyers, Short Sales, Sellers, Refinance, Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Mortgage Banking, FHA Financing, VA Loans
Education
Johansen High School 1992 — 1995
Modesto Junior College
Marta Davis Marta Davis's Opes Advisors Experience December 2012 - Present
Job Mortgage Advisor Assistant at Opes Advisors
Industry Banking
Experience
Opes Advisors December 2012 - Present
Episcopal Diocese of Costa Rica May 2010 - May 2011
Zenta September 2008 - April 2010
Skills
Nursing, Cpr Certified, Hospice, Healthcare, Public Speaking, PowerPoint, Microsoft Word, Fashion Jewelry, Community Outreach, Fashion Shows, Jewelry, Styling, Stylists, Social Media, Social Media Marketing, Teaching, Blogging, Customer Service, Project Management, Mortgage Banking, FHA financing
Education
Florence-Darlington Technical College 2011 — 2012
Nursing, Nursing
Francis Marion University 2003 — 2005
BS, Finance, General
Queens University of Charlotte 1996 — 1998
Finance
Opes Advisors December 2012 - Present
Episcopal Diocese of Costa Rica May 2010 - May 2011
Zenta September 2008 - April 2010
Skills
Nursing, Cpr Certified, Hospice, Healthcare, Public Speaking, PowerPoint, Microsoft Word, Fashion Jewelry, Community Outreach, Fashion Shows, Jewelry, Styling, Stylists, Social Media, Social Media Marketing, Teaching, Blogging, Customer Service, Project Management, Mortgage Banking, FHA financing
Education
Florence-Darlington Technical College 2011 — 2012
Nursing, Nursing
Francis Marion University 2003 — 2005
BS, Finance, General
Queens University of Charlotte 1996 — 1998
Finance
Lucero Perez's Opes Advisors Experience June 2015 - Present
Job Co Founder at Skillcircle
Industry Financial Services
Experience
Skillcircle June 2015 - Present
Opes Advisors June 2015 - Present
Self-employed Private Tutor December 2014 - June 2015
Latino Business Student Association Foundation April 2012 - June 2015
Rolling Hills July 2014 - August 2014
USANA Health Sciences May 2011 - May 2013
ACN May 2012 - December 2012
Perez Construction June 2009 - February 2011
Skills
Spanish, PowerPoint, Microsoft Office, Sales, iMovie, Event Planning, Tutoring, Leadership, Bilingual, Final Cut Pro, Social Media, Microsoft Excel, Consulting, Excel, Salesforce.com, Interpreter, Research, Entrepreneurship, Social Media Marketing, Event Photography, Data Analysis, Master Budgeting, Marketing Event Planning, CRM, Hoovers, JMP, Project Management, WBS, Budgeting, Team Motivation, Counceling, Youth Mentoring, Customer Relationship..., Customer Service, Public Speaking, Corporate Relations, Microsoft Word, Time Management, Social Networking, Marketing, Teamwork, Management
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Finance
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Finance, General, Senior
Skillcircle June 2015 - Present
Opes Advisors June 2015 - Present
Self-employed Private Tutor December 2014 - June 2015
Latino Business Student Association Foundation April 2012 - June 2015
Rolling Hills July 2014 - August 2014
USANA Health Sciences May 2011 - May 2013
ACN May 2012 - December 2012
Perez Construction June 2009 - February 2011
Skills
Spanish, PowerPoint, Microsoft Office, Sales, iMovie, Event Planning, Tutoring, Leadership, Bilingual, Final Cut Pro, Social Media, Microsoft Excel, Consulting, Excel, Salesforce.com, Interpreter, Research, Entrepreneurship, Social Media Marketing, Event Photography, Data Analysis, Master Budgeting, Marketing Event Planning, CRM, Hoovers, JMP, Project Management, WBS, Budgeting, Team Motivation, Counceling, Youth Mentoring, Customer Relationship..., Customer Service, Public Speaking, Corporate Relations, Microsoft Word, Time Management, Social Networking, Marketing, Teamwork, Management
Education
Santa Clara University 2011 — 2015
Bachelor's Degree, Finance
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Finance, General, Senior
Neelesh Champaneri, CFA Neelesh Champaneri, CFA's Opes Advisors Experience 2014 - Present
Job Trader & Analyst at Opes Advisors
Industry Financial Services
Experience
Opes Advisors 2014 - Present
- 2010 - 2014
aQuantive / Microsoft / Publicis (via acquisition) 2008 - 2010
The Boeing Company 2005 - 2007
The Boeing Company 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Portfolio Management, Due Diligence, Corporate Finance, Emerging Markets, Microsoft Office, Derivatives, Equity Research, Equity Valuation, Risk Management, Project Finance, Equity Derivatives, Hedge Funds, Statistical Modeling, Qualitative Research, Fundamental Research, Access, Economics, Trading, Online Advertising, Bonds, Alternative Investments, Portfolio Optimization, Fund Of Funds, Excel, Macroeconomics, Global Macro, Value Investing, Financial Economics, Investment Advisory, Transaction Advisory, Sector Analysis, Mobile Advertising, Aerospace, Aerospace/Defense, Manufacturing, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Actuarial Science, Futures, CFA, Technology Investment, Client Communications
Education
Seattle University
M.B.A., Business Administration
Audencia Nantes Ecole de Management
(Exchange Student)
University of Washington, Michael G. Foster School of Business
B.A., Business Administration - Accounting
Opes Advisors 2014 - Present
- 2010 - 2014
aQuantive / Microsoft / Publicis (via acquisition) 2008 - 2010
The Boeing Company 2005 - 2007
The Boeing Company 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Portfolio Management, Due Diligence, Corporate Finance, Emerging Markets, Microsoft Office, Derivatives, Equity Research, Equity Valuation, Risk Management, Project Finance, Equity Derivatives, Hedge Funds, Statistical Modeling, Qualitative Research, Fundamental Research, Access, Economics, Trading, Online Advertising, Bonds, Alternative Investments, Portfolio Optimization, Fund Of Funds, Excel, Macroeconomics, Global Macro, Value Investing, Financial Economics, Investment Advisory, Transaction Advisory, Sector Analysis, Mobile Advertising, Aerospace, Aerospace/Defense, Manufacturing, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Actuarial Science, Futures, CFA, Technology Investment, Client Communications
Education
Seattle University
M.B.A., Business Administration
Audencia Nantes Ecole de Management
(Exchange Student)
University of Washington, Michael G. Foster School of Business
B.A., Business Administration - Accounting
Lee Aubry Lee Aubry's Opes Advisors Experience February 2012 - July 2012
Job Mortgage Advisor at Citibank
Industry Financial Services
Experience
Citibank July 2012 - Present
Opes Advisors February 2012 - July 2012
MetLife Home Loans May 2011 - January 2012
Citibank January 2003 - May 2011
Investment Advisory Firms January 1999 - January 2004
Tamalpais Bank April 2001 - April 2003
Brad Peery Capital, Inc. January 1999 - January 2001
Chevron June 1987 - June 1992
U.S. Congress, House of Representatives January 1978 - December 1982
Skills
NMLS #643661 RE License..., Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, FHA, Banking, Investments, Loan Origination, Underwriting, Credit Analysis, Real Estate Economics, Real Estate, Residential Mortgages, Financial Analysis, VA loans, Finance, First Time Home Buyers, Leadership, Due Diligence
Education
Santa Clara University 1984 — 1986
MBA, Finance
The George Washington University 1978 — 1980
BA, International Relations & Economics
The American College In Paris, France 1975 — 1978
Associate of Arts (AA), Art History
Citibank July 2012 - Present
Opes Advisors February 2012 - July 2012
MetLife Home Loans May 2011 - January 2012
Citibank January 2003 - May 2011
Investment Advisory Firms January 1999 - January 2004
Tamalpais Bank April 2001 - April 2003
Brad Peery Capital, Inc. January 1999 - January 2001
Chevron June 1987 - June 1992
U.S. Congress, House of Representatives January 1978 - December 1982
Skills
NMLS #643661 RE License..., Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, FHA, Banking, Investments, Loan Origination, Underwriting, Credit Analysis, Real Estate Economics, Real Estate, Residential Mortgages, Financial Analysis, VA loans, Finance, First Time Home Buyers, Leadership, Due Diligence
Education
Santa Clara University 1984 — 1986
MBA, Finance
The George Washington University 1978 — 1980
BA, International Relations & Economics
The American College In Paris, France 1975 — 1978
Associate of Arts (AA), Art History
Antoinette Hendryx Antoinette Hendryx's Opes Advisors Experience October 2013 - Present
Job Opes Advisors
Industry Financial Services
Experience
Opes Advisors October 2013 - Present
JPMorgan Chase January 2011 - September 2013
Wachovia October 2008 - October 2009
A Hendryx Real Estate Group/IQ Smarter Investments December 2005 - October 2008
Washington Mutual July 2003 - December 2005
Bank of America July 1998 - June 2003
Skills
Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Underwriting, Loans, Credit, Banking, Credit Risk, Loan Origination, FHA, Refinance, Risk Management, FHA financing, Residential Mortgages, Financial Risk, Wholesale Lending, Credit Analysis, Government Loans, Home Equity Lines of..., Home Equity Loans, Non-Conforming, Customer Service, Coaching, Recruiting, Real Estate Financing, Sales, Microsoft Excel, Residential Homes, Retail Banking, Real Estate Economics, Loss Mitigation, USDA, VA loans, FHA Financing, VA Loans
Education
California State University-Sacramento 1999 — 2002
Opes Advisors October 2013 - Present
JPMorgan Chase January 2011 - September 2013
Wachovia October 2008 - October 2009
A Hendryx Real Estate Group/IQ Smarter Investments December 2005 - October 2008
Washington Mutual July 2003 - December 2005
Bank of America July 1998 - June 2003
Skills
Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Underwriting, Loans, Credit, Banking, Credit Risk, Loan Origination, FHA, Refinance, Risk Management, FHA financing, Residential Mortgages, Financial Risk, Wholesale Lending, Credit Analysis, Government Loans, Home Equity Lines of..., Home Equity Loans, Non-Conforming, Customer Service, Coaching, Recruiting, Real Estate Financing, Sales, Microsoft Excel, Residential Homes, Retail Banking, Real Estate Economics, Loss Mitigation, USDA, VA loans, FHA Financing, VA Loans
Education
California State University-Sacramento 1999 — 2002
Tony Kopp's Opes Advisors Experience August 2014 - Present
Job Transaction Coordinator Opes Advisors
Industry Financial Services
Experience
Opes Advisors August 2014 - Present
Sterling Savings Bank July 2010 - August 2014
Viking Bank April 2011 - July 2011
Cobalt Mortgage 2007 - 2011
Golf Savings Bank 2006 - 2008
Skills
Loans, FHA, Refinance, Mortgage Banking, VA loans, Residential Mortgages, Loan Origination, Credit, Customer Service
Education
Boise State University 1988 — 1991
Opes Advisors August 2014 - Present
Sterling Savings Bank July 2010 - August 2014
Viking Bank April 2011 - July 2011
Cobalt Mortgage 2007 - 2011
Golf Savings Bank 2006 - 2008
Skills
Loans, FHA, Refinance, Mortgage Banking, VA loans, Residential Mortgages, Loan Origination, Credit, Customer Service
Education
Boise State University 1988 — 1991
Emily Bort Emily Bort's Opes Advisors Experience May 2014 - Present
Job Mortgage Advisor at Opes Advisors
Industry Banking
Experience
Opes Advisors May 2014 - Present
Washington Custom Concrete 2002 - Present
Sterling Bank November 2011 - May 2014
Bank of America August 2005 - November 2011
UBS June 2001 - August 2005
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Credit, Finance
Education
Colorado College 1997 — 2001
Bachelor of Arts, Economics
Enumclaw High School
Opes Advisors May 2014 - Present
Washington Custom Concrete 2002 - Present
Sterling Bank November 2011 - May 2014
Bank of America August 2005 - November 2011
UBS June 2001 - August 2005
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Credit, Finance
Education
Colorado College 1997 — 2001
Bachelor of Arts, Economics
Enumclaw High School
Bill Mott Bill Mott's Opes Advisors Experience October 2013 - Present
Job Regional Builder Manager Branch Partner Opes Advisors
Industry Real Estate
Experience
Opes Advisors October 2013 - Present
Commerce Mortgage September 2010 - October 2013
Bank of America February 2008 - January 2011
William Lyon Homes 2002 - 2008
Anaheim Angels 1998 - 2001
Skills
Mortgage Lending, First Time Home Buyers, Mortgage Banking, Investment Properties, FHA, VA loans, Refinance, Real Estate Development, REO, Short Sales, Foreclosures
Education
Santa Clara University 1994 — 1998
Business, Marketing, Finance, Economics
Opes Advisors October 2013 - Present
Commerce Mortgage September 2010 - October 2013
Bank of America February 2008 - January 2011
William Lyon Homes 2002 - 2008
Anaheim Angels 1998 - 2001
Skills
Mortgage Lending, First Time Home Buyers, Mortgage Banking, Investment Properties, FHA, VA loans, Refinance, Real Estate Development, REO, Short Sales, Foreclosures
Education
Santa Clara University 1994 — 1998
Business, Marketing, Finance, Economics
Michele Thomason's Opes Advisors Experience May 2012 - April 2013
Job HR Manager at Xactly Corporation
Industry Human Resources
Experience
Xactly Corporation April 2013 - Present
Opes Advisors May 2012 - April 2013
Xactly Corporation June 2011 - January 2012
LGOFS December 2009 - May 2011
Keller Williams Realty September 2003 - November 2009
CKS Partners 1997 - 1998
@Home Networks 1996 - 1997
Network Computing Devices 1990 - 1996
Skills
Employee Relations, Customer Service, Human Resources, Sales Compensation, Microsoft Excel, Sales, HRIS, Talent Acquisition, Employee Benefits, Benefits Administration, Salesforce.com, Performance Management, Outlook, Recruiting
Education
San Jose City College
Associate of Arts Degree, Social Science
San Jose State University
General Studies, Sociology Major
UCSC Extension
HR Management Certificate
Xactly Corporation April 2013 - Present
Opes Advisors May 2012 - April 2013
Xactly Corporation June 2011 - January 2012
LGOFS December 2009 - May 2011
Keller Williams Realty September 2003 - November 2009
CKS Partners 1997 - 1998
@Home Networks 1996 - 1997
Network Computing Devices 1990 - 1996
Skills
Employee Relations, Customer Service, Human Resources, Sales Compensation, Microsoft Excel, Sales, HRIS, Talent Acquisition, Employee Benefits, Benefits Administration, Salesforce.com, Performance Management, Outlook, Recruiting
Education
San Jose City College
Associate of Arts Degree, Social Science
San Jose State University
General Studies, Sociology Major
UCSC Extension
HR Management Certificate
Aini Haider Aini Haider's Opes Advisors Experience January 2015 - Present
Job Marketing Director, East Bay at Opes Advisors
Industry Financial Services
Experience
Opes Advisors January 2015 - Present
Landmark Mortgage Group March 2013 - January 2015
Landmark Mortgage Group March 2010 - March 2013
Landmark Mortgage Group March 2010 - February 2012
RPM Mortgage Inc April 2007 - March 2010
Cadence Design Systems 1994 - 1996
Skills
Email Marketing, Mortgage Lending, Lead Generation, Social Media Marketing, Sales, Marketing, Small Business
Education
California State University-East Bay 1992 — 1996
Bachelor's Degree, Industrial Psychology
Opes Advisors January 2015 - Present
Landmark Mortgage Group March 2013 - January 2015
Landmark Mortgage Group March 2010 - March 2013
Landmark Mortgage Group March 2010 - February 2012
RPM Mortgage Inc April 2007 - March 2010
Cadence Design Systems 1994 - 1996
Skills
Email Marketing, Mortgage Lending, Lead Generation, Social Media Marketing, Sales, Marketing, Small Business
Education
California State University-East Bay 1992 — 1996
Bachelor's Degree, Industrial Psychology
Denise Colvin Denise Colvin's Opes Advisors Experience March 2010 - Present
Job Mortgage Advisor
Industry Banking
Experience
Opes Advisors March 2010 - Present
RPM Mortgage Inc February 2007 - January 2010
Silver State Mortgage January 2004 - January 2007
Skills
FHA, Refinance, Mortgage Lending, Certified Mortgage..., Loans, Loan Origination, First Time Home Buyers, VA loans, Investment Properties, Residential Mortgages, USDA, Reverse Mortgages
Education
Foothill High School
San Diego State University-California State University
Opes Advisors March 2010 - Present
RPM Mortgage Inc February 2007 - January 2010
Silver State Mortgage January 2004 - January 2007
Skills
FHA, Refinance, Mortgage Lending, Certified Mortgage..., Loans, Loan Origination, First Time Home Buyers, VA loans, Investment Properties, Residential Mortgages, USDA, Reverse Mortgages
Education
Foothill High School
San Diego State University-California State University
Mitchell Hogins's Opes Advisors Experience March 2011 - February 2013
Job Chief Financial Officer at Western Bancorp
Industry Financial Services
Experience
Western Bancorp March 2013 - Present
Opes Advisors March 2011 - February 2013
Gateway One Lending and Finance April 2008 - August 2010
ResMAE Mortgage Corporation September 2007 - March 2008
Wachovia / First Union Bank April 1997 - August 2007
Hyundai Motor Finance Company January 1990 - March 2007
Security Pacific Auto Finance Company January 1988 - December 1989
The First National Bank of Anchorage December 1981 - December 1987
Arthur Young & Company July 1978 - December 1981
Skills
Finance, Strategy, Leadership, Management, Risk Management, Accounting, Mortgage Lending, Strategic Planning, Project Management, Internal Controls
Education
California State University-Long Beach - College of Business Administration 2003 — 2006
MBA, Finance
Bank Administration Institute; Banking School 1985 — 1987
Controllership Major
Western Washington University 1974 — 1978
BA, Accounting
Western Bancorp March 2013 - Present
Opes Advisors March 2011 - February 2013
Gateway One Lending and Finance April 2008 - August 2010
ResMAE Mortgage Corporation September 2007 - March 2008
Wachovia / First Union Bank April 1997 - August 2007
Hyundai Motor Finance Company January 1990 - March 2007
Security Pacific Auto Finance Company January 1988 - December 1989
The First National Bank of Anchorage December 1981 - December 1987
Arthur Young & Company July 1978 - December 1981
Skills
Finance, Strategy, Leadership, Management, Risk Management, Accounting, Mortgage Lending, Strategic Planning, Project Management, Internal Controls
Education
California State University-Long Beach - College of Business Administration 2003 — 2006
MBA, Finance
Bank Administration Institute; Banking School 1985 — 1987
Controllership Major
Western Washington University 1974 — 1978
BA, Accounting
Austin Andruss Austin Andruss's Opes Advisors Experience June 2010 - Present
Job Senior Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors June 2010 - Present
Residential Pacific Mortgage March 2008 - August 2010
Triton Funding Group June 2003 - February 2008
Rockland Financial September 2002 - May 2003
Jones Lange LaSalle April 2001 - January 2002
Ninth House Network September 1999 - September 2000
Franklin Templeton Investments July 1998 - June 1999
Education
Claremont McKenna College 1994 — 1998
BA, Government / Econmics
Opes Advisors June 2010 - Present
Residential Pacific Mortgage March 2008 - August 2010
Triton Funding Group June 2003 - February 2008
Rockland Financial September 2002 - May 2003
Jones Lange LaSalle April 2001 - January 2002
Ninth House Network September 1999 - September 2000
Franklin Templeton Investments July 1998 - June 1999
Education
Claremont McKenna College 1994 — 1998
BA, Government / Econmics
Laura Biché Laura Biché's Opes Advisors Experience October 2013 - April 2015
Job Mortgage Advisor at General Mortgage Capital Corporation
Industry Financial Services
Experience
General Mortgage Capital Corporation April 2015 - Present
Prime Financial Services Capital Corporation May 2012 - Present
Opes Advisors October 2013 - April 2015
SG Private Wealth Advisors, LLC September 2010 - September 2011
Comstock Mortgage September 2009 - October 2010
Guarantee Mortgage 2006 - 2009
Sand Hill Financial 2004 - 2007
Raychem Corporation 1981 - 1985
Skills
Mortgage, Mortgage Lending, Refinance, Loans, First Time Home Buyers, FHA, Purchase, Mortgage Banking, Investment Properties, Residential Homes, Selling, Real Estate, Finance, Certified Mortgage..., Loan Origination, FHA financing, Residential Mortgages, Real Estate Financing, Reverse Mortgages, VA loans, Mortgage Underwriting, Construction Loans, USDA, Real Estate Economics, Credit, Referrals, Commercial Mortgages, Investments, Home Equity Loans, Government Loans, REO, Underwriting, Commercial Lending, Short Sales, Investors, Financial Structuring, Real Estate Transactions, Loss Mitigation, HUD, Single Family Homes, Foreclosures, Credit Analysis, Condos, Banking, Sales
Education
Oregon State University 1971 — 1975
BA, Political Science
Oregon State University
Bachelor of Arts (BA), Political Science and Government
General Mortgage Capital Corporation April 2015 - Present
Prime Financial Services Capital Corporation May 2012 - Present
Opes Advisors October 2013 - April 2015
SG Private Wealth Advisors, LLC September 2010 - September 2011
Comstock Mortgage September 2009 - October 2010
Guarantee Mortgage 2006 - 2009
Sand Hill Financial 2004 - 2007
Raychem Corporation 1981 - 1985
Skills
Mortgage, Mortgage Lending, Refinance, Loans, First Time Home Buyers, FHA, Purchase, Mortgage Banking, Investment Properties, Residential Homes, Selling, Real Estate, Finance, Certified Mortgage..., Loan Origination, FHA financing, Residential Mortgages, Real Estate Financing, Reverse Mortgages, VA loans, Mortgage Underwriting, Construction Loans, USDA, Real Estate Economics, Credit, Referrals, Commercial Mortgages, Investments, Home Equity Loans, Government Loans, REO, Underwriting, Commercial Lending, Short Sales, Investors, Financial Structuring, Real Estate Transactions, Loss Mitigation, HUD, Single Family Homes, Foreclosures, Credit Analysis, Condos, Banking, Sales
Education
Oregon State University 1971 — 1975
BA, Political Science
Oregon State University
Bachelor of Arts (BA), Political Science and Government
Teri Rodgers Teri Rodgers's Opes Advisors Experience September 2009 - June 2011
Job Senior Mortgage Lender at Silicon Valley Bank
Industry Banking
Experience
Citi August 2015 - Present
Silicon Valley Bank November 2014 - Present
American Financial Network Inc. December 2012 - November 2014
Bank of the West June 2011 - December 2012
Opes Advisors September 2009 - June 2011
Private Mortgage Advisors, an affiliate of Wells Fargo Bank, N.A. September 2004 - June 2006
Finet of Saratoga January 2001 - September 2004
Skills
Mortgage Lending, Real Estate, Residential Mortgages, Refinance, Investment Properties, Mortgage Marketing, Funding, FHA, FHA financing, Loan Origination
Education
San Francisco State University
Bachelor of Science
West Valley College
Interior Design
Citi August 2015 - Present
Silicon Valley Bank November 2014 - Present
American Financial Network Inc. December 2012 - November 2014
Bank of the West June 2011 - December 2012
Opes Advisors September 2009 - June 2011
Private Mortgage Advisors, an affiliate of Wells Fargo Bank, N.A. September 2004 - June 2006
Finet of Saratoga January 2001 - September 2004
Skills
Mortgage Lending, Real Estate, Residential Mortgages, Refinance, Investment Properties, Mortgage Marketing, Funding, FHA, FHA financing, Loan Origination
Education
San Francisco State University
Bachelor of Science
West Valley College
Interior Design
George McFaden George McFaden's Opes Advisors Experience September 2012 - May 2014
Job Loan Advisor at W.J. Bradley Mortgage Capital, LLC
Industry Real Estate
Experience
W.J. Bradley Mortgage Capital, LLC June 2014 - Present
Opes Advisors September 2012 - May 2014
Mason McDuffie August 2011 - August 2012
RealSmart Capital January 2010 - August 2011
Red Oak Capital 2004 - 2009
Excel Health & Fitness 2001 - 2009
Riekes Center 1996 - 2001
Skills
Investment Properties, First Time Home Buyers, Mortgage Lending, Refinance, FHA, Loans, Investments, Real Estate Economics, Referrals, VA Loans
Education
Cañada College 2001 — 2004
Economics
Serra High School 1997 — 2001
W.J. Bradley Mortgage Capital, LLC June 2014 - Present
Opes Advisors September 2012 - May 2014
Mason McDuffie August 2011 - August 2012
RealSmart Capital January 2010 - August 2011
Red Oak Capital 2004 - 2009
Excel Health & Fitness 2001 - 2009
Riekes Center 1996 - 2001
Skills
Investment Properties, First Time Home Buyers, Mortgage Lending, Refinance, FHA, Loans, Investments, Real Estate Economics, Referrals, VA Loans
Education
Cañada College 2001 — 2004
Economics
Serra High School 1997 — 2001
Shondria Brown Shondria Brown's Opes Advisors Experience February 2012 - November 2013
Job Student at Las Positas College
Industry Mental Health Care
Experience
Opes Advisors February 2012 - November 2013
Skills
Excel, Outlook, Salesforce, Windows, Mac, Yardi, Calyx Point, Customer Service, Administrative..., Invoicing, Lotus Notes, Access, 10 Key, Microsoft Word, Data Entry, File Management, PowerPoint, DataTrac, BlitzDocs
Education
Las Positas College 2014 — 2016
Associate's Degree, Counseling Psychology
Opes Advisors February 2012 - November 2013
Skills
Excel, Outlook, Salesforce, Windows, Mac, Yardi, Calyx Point, Customer Service, Administrative..., Invoicing, Lotus Notes, Access, 10 Key, Microsoft Word, Data Entry, File Management, PowerPoint, DataTrac, BlitzDocs
Education
Las Positas College 2014 — 2016
Associate's Degree, Counseling Psychology
Landon Spitler Landon Spitler's Opes Advisors Experience October 2013 - Present
Job Mortgage Advisor at Opes Advisors
Industry Banking
Experience
Opes Advisors October 2013 - Present
Commerce Mortgage September 2011 - October 2013
Bank of America October 2008 - September 2011
Fifth Third Bank November 2004 - July 2008
Skills
USDA, FHA, Refinance, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, VA loans, Real Estate, FHA financing, Credit Analysis, Certified Mortgage..., Loan Origination, Reverse Mortgages, First Time Home Buyers, Mortgage Underwriting, Credit, Banking, Investment Properties
Education
Sinclair Community College 2001 — 2004
Associate, Business
Opes Advisors October 2013 - Present
Commerce Mortgage September 2011 - October 2013
Bank of America October 2008 - September 2011
Fifth Third Bank November 2004 - July 2008
Skills
USDA, FHA, Refinance, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, VA loans, Real Estate, FHA financing, Credit Analysis, Certified Mortgage..., Loan Origination, Reverse Mortgages, First Time Home Buyers, Mortgage Underwriting, Credit, Banking, Investment Properties
Education
Sinclair Community College 2001 — 2004
Associate, Business
Brian Thaut Brian Thaut's Opes Advisors Experience February 2015 - Present
Job Sr. Mortgage Advisor
Industry Banking
Experience
Opes Advisors February 2015 - Present
Bay Equity, LLC September 2013 - February 2015
Sound Mortgage Inc August 2011 - September 2013
Rainier Mortgage March 2010 - June 2011
Bank of America May 2007 - March 2010
Wells Fargo Home Mortgage June 2003 - May 2007
Skills
Mortgage Lending, Sales Management, Jumbo Mortgage, Investment Properties, Refinance, Expert relationship..., Team Building, Mortgage Underwriting, FHA, Real Estate Lending, Lending Guidelines
Education
Central Washington University 1993 — 1998
Bellarmine Preparatory 1990 — 1993
Opes Advisors February 2015 - Present
Bay Equity, LLC September 2013 - February 2015
Sound Mortgage Inc August 2011 - September 2013
Rainier Mortgage March 2010 - June 2011
Bank of America May 2007 - March 2010
Wells Fargo Home Mortgage June 2003 - May 2007
Skills
Mortgage Lending, Sales Management, Jumbo Mortgage, Investment Properties, Refinance, Expert relationship..., Team Building, Mortgage Underwriting, FHA, Real Estate Lending, Lending Guidelines
Education
Central Washington University 1993 — 1998
Bellarmine Preparatory 1990 — 1993
Ahmad Ghavi Ahmad Ghavi's Opes Advisors Experience August 2011 - Present
Job Sr. Mortgage Advisor
Industry Financial Services
Experience
Opes Advisors August 2011 - Present
Bank of America Home Loans March 2010 - July 2011
Wells Fargo Home Mortgage March 2008 - March 2010
Washington Mutual Savings Bank 1986 - 2008
Skills
FHA, Loans, Mortgage Banking, Mortgage Lending, First Time Home Buyers, Refinance, Loan Origination, FHA financing, Certified Mortgage..., Reverse Mortgages, Banking, Residential Mortgages, Real Estate Financing, VA loans, Residential Homes, Credit, USDA, Mortgage Underwriting, Investment Properties, FHA Financing
Education
San Jose State University
Bachelor's Degree
Opes Advisors August 2011 - Present
Bank of America Home Loans March 2010 - July 2011
Wells Fargo Home Mortgage March 2008 - March 2010
Washington Mutual Savings Bank 1986 - 2008
Skills
FHA, Loans, Mortgage Banking, Mortgage Lending, First Time Home Buyers, Refinance, Loan Origination, FHA financing, Certified Mortgage..., Reverse Mortgages, Banking, Residential Mortgages, Real Estate Financing, VA loans, Residential Homes, Credit, USDA, Mortgage Underwriting, Investment Properties, FHA Financing
Education
San Jose State University
Bachelor's Degree
Joshua Kittel Joshua Kittel's Opes Advisors Experience August 2011 - Present
Job Mortgage Consultant at Opes Advisors
Industry Financial Services
Experience
Opes Advisors August 2011 - Present
Real Estate Lending Group Services January 2005 - July 2011
Sherwin Williams April 1996 - February 2005
Skills
Certified Mortgage..., Credit, FHA, Financial Analysis, Investment Properties, Loans, Management, Mortgage Lending, Real Estate, Referrals, Residential Mortgages, Retirement Planning, Short Sales, Team Building, USDA, VA loans
Education
Oregon State University 1992 — 1996
BA, International Business
Opes Advisors August 2011 - Present
Real Estate Lending Group Services January 2005 - July 2011
Sherwin Williams April 1996 - February 2005
Skills
Certified Mortgage..., Credit, FHA, Financial Analysis, Investment Properties, Loans, Management, Mortgage Lending, Real Estate, Referrals, Residential Mortgages, Retirement Planning, Short Sales, Team Building, USDA, VA loans
Education
Oregon State University 1992 — 1996
BA, International Business
Tony Crane's Opes Advisors Experience December 2010 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Santa Cruz Ballet Theatre June 2012 - Present
Opes Advisors December 2010 - Present
Skills
Mortgage Banking, FHA, FHA financing, Mortgage Underwriting, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, VA loans, First Time Home Buyers, Short Sales, Investors, USDA, Real Estate, Real Estate Financing, Reverse Mortgages, Certified Mortgage..., REO, Loans, Credit Analysis, Investment Properties, Credit
Education
Hecht and Associates 1999 — 2002
Business Professionals Studies
Humboldt State University 1980 — 1984
BS, Business Administration/Finance
Santa Cruz Ballet Theatre June 2012 - Present
Opes Advisors December 2010 - Present
Skills
Mortgage Banking, FHA, FHA financing, Mortgage Underwriting, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, VA loans, First Time Home Buyers, Short Sales, Investors, USDA, Real Estate, Real Estate Financing, Reverse Mortgages, Certified Mortgage..., REO, Loans, Credit Analysis, Investment Properties, Credit
Education
Hecht and Associates 1999 — 2002
Business Professionals Studies
Humboldt State University 1980 — 1984
BS, Business Administration/Finance
Cindy Stanford Cindy Stanford's Opes Advisors Experience February 2007 - Present
Job Personal Financial & Mortgage Advisor
Industry Financial Services
Experience
Opes Advisors February 2007 - Present
Skills
Mortgage Banking, Wealth Management, First Time Home Buyers, Mortgage Lending, Foreclosures, Retirement, Finance, Referrals, Investment Properties, Financial Advisory, Financial Services, Residential Mortgages, Condos, REO, Investments, Single Family Homes, Real Estate, Short Sales, Residential Homes, FHA, Retirement Planning
Education
California State University-Chico
Opes Advisors February 2007 - Present
Skills
Mortgage Banking, Wealth Management, First Time Home Buyers, Mortgage Lending, Foreclosures, Retirement, Finance, Referrals, Investment Properties, Financial Advisory, Financial Services, Residential Mortgages, Condos, REO, Investments, Single Family Homes, Real Estate, Short Sales, Residential Homes, FHA, Retirement Planning
Education
California State University-Chico
Kurt Hickam (khickam@opesadvisors.com) Kurt Hickam (khickam@opesadvisors.com)'s Opes Advisors Experience November 2013 - Present
Job Managing Director at Opes Advisors
Industry Real Estate
Experience
Opes Advisors November 2013 - Present
Masterminds Mortgage and Home loans (Masterminds Mortgage Planners) November 2006 - November 2013
BNI 2009 - 2011
Lawson Home Loans (Lawson and Associates) January 2006 - November 2007
Equitas Capital March 2003 - January 2006
Arrow Electronics March 2001 - March 2003
Wyle Electronics March 1998 - March 2001
Anthem Electronics May 1993 - March 1998
Simmons Co. September 1988 - September 1991
Skills
Refinance, Mortgage Lending, Real Estate, Mortgage Banking, Home Equity Loans, Investment Properties, Residential Mortgages, Property Management, First Time Home Buyers, Residential Homes, Certified Mortgage..., Direct Lender, Loans, Loan Origination, Short Sales, FHA
Education
California State University-Chico 1983 — 1988
business, marketing
Opes Advisors November 2013 - Present
Masterminds Mortgage and Home loans (Masterminds Mortgage Planners) November 2006 - November 2013
BNI 2009 - 2011
Lawson Home Loans (Lawson and Associates) January 2006 - November 2007
Equitas Capital March 2003 - January 2006
Arrow Electronics March 2001 - March 2003
Wyle Electronics March 1998 - March 2001
Anthem Electronics May 1993 - March 1998
Simmons Co. September 1988 - September 1991
Skills
Refinance, Mortgage Lending, Real Estate, Mortgage Banking, Home Equity Loans, Investment Properties, Residential Mortgages, Property Management, First Time Home Buyers, Residential Homes, Certified Mortgage..., Direct Lender, Loans, Loan Origination, Short Sales, FHA
Education
California State University-Chico 1983 — 1988
business, marketing
Scott Chase Scott Chase's Opes Advisors Experience July 2014 - Present
Job Regional Manager, Personal Finance Advisor and Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors July 2014 - Present
Absolute Mortgage Banking March 2011 - Present
Western Bancorp June 2008 - March 2011
Identix 1999 - 2002
Skills
Real Estate, CRM, Mortgage Lending, Management, Investment Properties, Loans, Loan Origination, Finance, Mortgage Banking, First Time Home Buyers, Customer Satisfaction, Sales, FHA, Strategy, Buyer Representation, Short Sales, Sellers, Business Development, Refinance, Start-ups, Marketing, Referrals, Residential Homes, Strategic Partnerships, Residential Mortgages, Account Management, Single Family Homes, Time Management, Marketing Strategy, Real Estate Financing
Education
San Jose State University 1984 — 1988
Bachelors, Advertising
Opes Advisors July 2014 - Present
Absolute Mortgage Banking March 2011 - Present
Western Bancorp June 2008 - March 2011
Identix 1999 - 2002
Skills
Real Estate, CRM, Mortgage Lending, Management, Investment Properties, Loans, Loan Origination, Finance, Mortgage Banking, First Time Home Buyers, Customer Satisfaction, Sales, FHA, Strategy, Buyer Representation, Short Sales, Sellers, Business Development, Refinance, Start-ups, Marketing, Referrals, Residential Homes, Strategic Partnerships, Residential Mortgages, Account Management, Single Family Homes, Time Management, Marketing Strategy, Real Estate Financing
Education
San Jose State University 1984 — 1988
Bachelors, Advertising
Archie Baltazar Archie Baltazar's Opes Advisors Experience December 2012 - March 2014
Job IT Helpdesk Coordinator at Ooyala
Industry Information Technology and Services
Experience
Ooyala March 2014 - Present
Opes Advisors December 2012 - March 2014
YouSendIt June 2012 - August 2012
OCZ Technology January 2012 - June 2012
Best Buy June 2010 - January 2012
Bay Area After-School All-Stars August 2008 - June 2009
Skills
Help Desk Support, Active Directory, Microsoft Exchange, VPN, Troubleshooting, Citrix, Windows, IP, Microsoft Office, Outlook, ShoreTel, Joomla, HTML, Mac OS, Autotask, JIRA, VoIP
Education
San Jose State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems
Evergreen Valley College 2005 — 2008
Ooyala March 2014 - Present
Opes Advisors December 2012 - March 2014
YouSendIt June 2012 - August 2012
OCZ Technology January 2012 - June 2012
Best Buy June 2010 - January 2012
Bay Area After-School All-Stars August 2008 - June 2009
Skills
Help Desk Support, Active Directory, Microsoft Exchange, VPN, Troubleshooting, Citrix, Windows, IP, Microsoft Office, Outlook, ShoreTel, Joomla, HTML, Mac OS, Autotask, JIRA, VoIP
Education
San Jose State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems
Evergreen Valley College 2005 — 2008
Anna Ruotolo Anna Ruotolo's Opes Advisors Experience April 2013 - September 2014
Job Area Sales Manager at New American Funding
Industry Financial Services
Experience
New American Funding September 2014 - Present
Opes Advisors April 2013 - September 2014
RPM Mortgage Inc August 2011 - March 2013
Summit Funding, Inc May 2010 - June 2011
Prospect Mortgage, LLC August 2004 - April 2010
The Home Loan Group May 1999 - August 2004
AmeriCal Funding Inc February 1995 - May 1999
Cypress Financial Corporation May 1989 - February 1995
Skills
Loans, Sellers, Referrals, Retail, Mortgage Lending, Refinance, FHA, Residential Mortgages, Mortgage Banking, Sales Management, Loan Origination, Leadership, Selling, Sales, Business Development, USDA, Investment Properties, Training, REO, Real Estate Transactions, Real Estate Financing, VA loans, Residential Homes, First Time Home Buyers, Credit, FHA financing, Short Sales, Investments, Finance, Certified Mortgage..., Funding, Real Estate, Reverse Mortgages, Real Estate Economics, Underwriting, Mortgage Underwriting, Real Property, Construction Loans, Commercial Mortgages, VA Loans, FHA Financing
Education
San Jose State University 1983 — 1988
Bachelor's Degree, Business Management
New American Funding September 2014 - Present
Opes Advisors April 2013 - September 2014
RPM Mortgage Inc August 2011 - March 2013
Summit Funding, Inc May 2010 - June 2011
Prospect Mortgage, LLC August 2004 - April 2010
The Home Loan Group May 1999 - August 2004
AmeriCal Funding Inc February 1995 - May 1999
Cypress Financial Corporation May 1989 - February 1995
Skills
Loans, Sellers, Referrals, Retail, Mortgage Lending, Refinance, FHA, Residential Mortgages, Mortgage Banking, Sales Management, Loan Origination, Leadership, Selling, Sales, Business Development, USDA, Investment Properties, Training, REO, Real Estate Transactions, Real Estate Financing, VA loans, Residential Homes, First Time Home Buyers, Credit, FHA financing, Short Sales, Investments, Finance, Certified Mortgage..., Funding, Real Estate, Reverse Mortgages, Real Estate Economics, Underwriting, Mortgage Underwriting, Real Property, Construction Loans, Commercial Mortgages, VA Loans, FHA Financing
Education
San Jose State University 1983 — 1988
Bachelor's Degree, Business Management
David Bellinger ~ SF Bay Area Relocation Lender David Bellinger ~ SF Bay Area Relocation Lender's Opes Advisors Experience August 2013 - October 2013
Job Senior Loan Officer | Helping Families Relocate to the Bay Area
Industry Real Estate
Experience
Prospect Mortgage, LLC October 2013 - Present
Opes Advisors August 2013 - October 2013
RPM Mortgage Inc November 2011 - August 2013
Guild Mortgage Company July 2011 - November 2011
Wells Fargo Home Mortgage April 2008 - July 2011
MVP Financial Services, Inc. April 2004 - April 2008
Sika Corporation February 1998 - December 2003
Enterprise Rent-A-Car April 1994 - January 1998
Skills
Loans, Purchase, Loan Origination, Consultative Sales..., Mortgage Lending, Mortgage Banking, Jumbo Mortgage, Residential Mortgages, Credit Analysis, Investment Properties, REO, Sales Management, Banking, Short Sales, Foreclosures, Customer Service, Real Estate, Referrals, Loan Servicing, Sales, Portfolio Management, FHA, Credit, Investors, VA loans, Finance, FHA financing, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Construction Loans, Government Loans, Home Equity Loans, Real Estate Financing, Refinance
Education
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2001
Masters, Business Administration
University of California, Santa Barbara 1989 — 1994
BA, Communication
Prospect Mortgage, LLC October 2013 - Present
Opes Advisors August 2013 - October 2013
RPM Mortgage Inc November 2011 - August 2013
Guild Mortgage Company July 2011 - November 2011
Wells Fargo Home Mortgage April 2008 - July 2011
MVP Financial Services, Inc. April 2004 - April 2008
Sika Corporation February 1998 - December 2003
Enterprise Rent-A-Car April 1994 - January 1998
Skills
Loans, Purchase, Loan Origination, Consultative Sales..., Mortgage Lending, Mortgage Banking, Jumbo Mortgage, Residential Mortgages, Credit Analysis, Investment Properties, REO, Sales Management, Banking, Short Sales, Foreclosures, Customer Service, Real Estate, Referrals, Loan Servicing, Sales, Portfolio Management, FHA, Credit, Investors, VA loans, Finance, FHA financing, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Construction Loans, Government Loans, Home Equity Loans, Real Estate Financing, Refinance
Education
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2001
Masters, Business Administration
University of California, Santa Barbara 1989 — 1994
BA, Communication
Josh Donion's Opes Advisors Experience July 2014 - Present
Job OPES Advisors, Inc. NMLS #344326
Industry Real Estate
Experience
Opes Advisors July 2014 - Present
Bank of America Home Loans April 2011 - July 2014
Cherry Creek Mortgage Company December 2010 - April 2011
Bank of America July 2009 - December 2010
Bank of America Home Loans April 2004 - December 2010
Countrywide Home Loans 2005 - 2008
RBC October 2002 - April 2004
Sterling Capital Mortgage 2002 - 2003
Skills
Loans, FHA, Mortgage Lending, Refinance, First Time Home Buyers, Certified Mortgage..., Condos, Sales Management, Customer Service, Finance, Home Equity Lines of..., Home Equity Loans, Investment Properties, Investors, Mortgage Marketing, Real Estate, Real Estate Transactions, Residential Homes, Sales
Education
Tulane University 1997 — 2001
The Bush School 1994 — 1997
Seattle Country Day School 1985 — 1992
Opes Advisors July 2014 - Present
Bank of America Home Loans April 2011 - July 2014
Cherry Creek Mortgage Company December 2010 - April 2011
Bank of America July 2009 - December 2010
Bank of America Home Loans April 2004 - December 2010
Countrywide Home Loans 2005 - 2008
RBC October 2002 - April 2004
Sterling Capital Mortgage 2002 - 2003
Skills
Loans, FHA, Mortgage Lending, Refinance, First Time Home Buyers, Certified Mortgage..., Condos, Sales Management, Customer Service, Finance, Home Equity Lines of..., Home Equity Loans, Investment Properties, Investors, Mortgage Marketing, Real Estate, Real Estate Transactions, Residential Homes, Sales
Education
Tulane University 1997 — 2001
The Bush School 1994 — 1997
Seattle Country Day School 1985 — 1992
Laura Roedel Laura Roedel's Opes Advisors Experience Chief Product & Marketing Officer
Job Chief Marketing Officer Centralized Businesses Division at First American Title
Industry Financial Services
Experience
Opes Advisors Chief Product & Marketing Officer
First American Title April 2006 - January 2011
First American Title November 2002 - March 2006
First American Title September 1999 - October 2002
Skills
Sales, Loans, Refinance, Real Estate, Foreclosures, Due Diligence, Lead Generation, Vendor Management, Marketing, Insurance, Email Marketing, Marketing Strategy, Financial Services, Leadership, Mortgage Lending, Underwriting, Banking, Budgets, Real Estate Transactions, Title Insurance, Sales Operations, Loss Mitigation, Mortgage Banking, Process Improvement, Risk Management, Team Management, FHA, Selling, Executive Management, Credit, Loan Origination, Loan Servicing, Investment Properties, Mortgage Servicing, Residential Mortgages
Education
California State University-Northridge
Florida State University
Opes Advisors Chief Product & Marketing Officer
First American Title April 2006 - January 2011
First American Title November 2002 - March 2006
First American Title September 1999 - October 2002
Skills
Sales, Loans, Refinance, Real Estate, Foreclosures, Due Diligence, Lead Generation, Vendor Management, Marketing, Insurance, Email Marketing, Marketing Strategy, Financial Services, Leadership, Mortgage Lending, Underwriting, Banking, Budgets, Real Estate Transactions, Title Insurance, Sales Operations, Loss Mitigation, Mortgage Banking, Process Improvement, Risk Management, Team Management, FHA, Selling, Executive Management, Credit, Loan Origination, Loan Servicing, Investment Properties, Mortgage Servicing, Residential Mortgages
Education
California State University-Northridge
Florida State University
Cheryl Rayo's Opes Advisors Experience September 2010 - February 2011
Job Mortgage Origination Manager at San Mateo Credit Union NMLS ID#1383144
Industry Financial Services
Experience
San Mateo Credit Union June 2015 - Present
US Bank Home Mortgage October 2011 - June 2015
Opes Advisors September 2010 - February 2011
Guardian Life of America June 2010 - September 2010
Mortgage Network January 2000 - June 2010
National Financial 1996 - 1999
Emerson Financial 1991 - 1996
Pan American Savings Bank 1988 - 1991
Skills
Leadership, Mortgage Banking, Management, Business Strategy, Mortgage Lending, FHA, Recruiting, Negotiation, Team Building, Banking, Strategic Planning, Loans, Analysis, Budgets, Credit, Loan Origination, Finance
Education
College of San Mateo
Finance
San Mateo Credit Union June 2015 - Present
US Bank Home Mortgage October 2011 - June 2015
Opes Advisors September 2010 - February 2011
Guardian Life of America June 2010 - September 2010
Mortgage Network January 2000 - June 2010
National Financial 1996 - 1999
Emerson Financial 1991 - 1996
Pan American Savings Bank 1988 - 1991
Skills
Leadership, Mortgage Banking, Management, Business Strategy, Mortgage Lending, FHA, Recruiting, Negotiation, Team Building, Banking, Strategic Planning, Loans, Analysis, Budgets, Credit, Loan Origination, Finance
Education
College of San Mateo
Finance
Dak Relth Dak Relth's Opes Advisors Experience July 2012 - September 2013
Job Correspondent Funding/Pipeline Management at Bayview Residential
Industry Real Estate
Experience
Bayview Residential Brokerage June 2012 - Present
Opes Advisors July 2012 - September 2013
ShoreTel November 2007 - March 2012
National City Mortgage July 2007 - August 2007
MortgageIT October 2005 - July 2007
Diversified Capital Funding September 2004 - October 2005
Home Service Assoc. May 2002 - September 2004
Teachers Helper May 2001 - September 2001
Skills
Sales, Customer Service, Loans, Mortgage Lending, Mortgage Banking, Pipeline Management, Compliance, Auditing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Calyx Point, DataTrac, Windows, ShoreTel, SaaS, Unified Communications, VoIP, Loan Servicing, Call Centers, Selling
Education
West Valley College 2004 — 2006
General Education
De Anza College
Business Administration / Marketing
Bayview Residential Brokerage June 2012 - Present
Opes Advisors July 2012 - September 2013
ShoreTel November 2007 - March 2012
National City Mortgage July 2007 - August 2007
MortgageIT October 2005 - July 2007
Diversified Capital Funding September 2004 - October 2005
Home Service Assoc. May 2002 - September 2004
Teachers Helper May 2001 - September 2001
Skills
Sales, Customer Service, Loans, Mortgage Lending, Mortgage Banking, Pipeline Management, Compliance, Auditing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Calyx Point, DataTrac, Windows, ShoreTel, SaaS, Unified Communications, VoIP, Loan Servicing, Call Centers, Selling
Education
West Valley College 2004 — 2006
General Education
De Anza College
Business Administration / Marketing
Bob Gerson Bob Gerson's Opes Advisors Experience June 2010 - October 2011
Job V.P. Sr. Loan Officer at General Mortgage Capital Corporation
Industry Real Estate
Experience
General Mortgage Capital Corporation August 2014 - Present
Partner Equity January 2012 - July 2014
Opes Advisors June 2010 - October 2011
Residential Pacific Mortgage, Inc April 2008 - June 2010
Triton Funding Group 2006 - 2008
SOURCING SOLUTIONS August 2002 - October 2007
Skills
Business Statistics, Sales Excellence, FHA, Construction Loans, Mortgage Lending, Loans, Real Estate, VA loans, Refinance, Investment Properties, Loan Origination, First Time Home Buyers, Mortgage Banking, Credit, Residential Mortgages, Investments, Banking, Real Estate Economics, Referrals, Residential Homes, Commercial Mortgages, Commercial Lending, Commercial Real Estate, Selling, Mortgage Marketing, Real Estate Financing, Sales, Reverse Mortgages
Education
Bernard Baruch College 1974 — 1976
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
State University of New York College at Buffalo 1974 — 1976
Bachelor of Science, Marketing Management
General Mortgage Capital Corporation August 2014 - Present
Partner Equity January 2012 - July 2014
Opes Advisors June 2010 - October 2011
Residential Pacific Mortgage, Inc April 2008 - June 2010
Triton Funding Group 2006 - 2008
SOURCING SOLUTIONS August 2002 - October 2007
Skills
Business Statistics, Sales Excellence, FHA, Construction Loans, Mortgage Lending, Loans, Real Estate, VA loans, Refinance, Investment Properties, Loan Origination, First Time Home Buyers, Mortgage Banking, Credit, Residential Mortgages, Investments, Banking, Real Estate Economics, Referrals, Residential Homes, Commercial Mortgages, Commercial Lending, Commercial Real Estate, Selling, Mortgage Marketing, Real Estate Financing, Sales, Reverse Mortgages
Education
Bernard Baruch College 1974 — 1976
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
State University of New York College at Buffalo 1974 — 1976
Bachelor of Science, Marketing Management
David Fast David Fast's Opes Advisors Experience June 2010 - April 2011
Job Private Money Broker and Loan Processing Specialist
Industry Financial Services
Experience
Herzer Financial Services, Inc. January 2014 - Present
Private Lending Services, Inc. February 2012 - Present
GCA Financial, LLC February 2012 - February 2014
2 Private Lenders, LLC May 2011 - February 2012
The Funding Broker April 2011 - January 2012
Opes Advisors June 2010 - April 2011
RPM Mortgage 2008 - June 2010
Catapult Mortgage Company December 2002 - November 2008
Viewpoint Engineering, Inc. January 1986 - December 2002
The Systems Group, Inc. April 1973 - December 1985
Skills
Investment Properties, Mortgage Lending, Loans, Investors, Real Estate, Single Family Homes, First Time Home Buyers, Investments, Real Estate Economics, Reverse Mortgages, Commercial Real Estate, Refinance, Condos, Residential Homes, FHA, Funding, Property, Finance, Small Business, Real Estate Financing, Strategic Communications, Professional..., Strategic Planning
Education
San Jose State University 1960 — 1964
B.S., Marketing
Herzer Financial Services, Inc. January 2014 - Present
Private Lending Services, Inc. February 2012 - Present
GCA Financial, LLC February 2012 - February 2014
2 Private Lenders, LLC May 2011 - February 2012
The Funding Broker April 2011 - January 2012
Opes Advisors June 2010 - April 2011
RPM Mortgage 2008 - June 2010
Catapult Mortgage Company December 2002 - November 2008
Viewpoint Engineering, Inc. January 1986 - December 2002
The Systems Group, Inc. April 1973 - December 1985
Skills
Investment Properties, Mortgage Lending, Loans, Investors, Real Estate, Single Family Homes, First Time Home Buyers, Investments, Real Estate Economics, Reverse Mortgages, Commercial Real Estate, Refinance, Condos, Residential Homes, FHA, Funding, Property, Finance, Small Business, Real Estate Financing, Strategic Communications, Professional..., Strategic Planning
Education
San Jose State University 1960 — 1964
B.S., Marketing
Jesse Tenenbaum Jesse Tenenbaum's Opes Advisors Experience August 2009 - April 2011
Job Area Sales Manager/ Sr. Loan Advisor at Guild Mortgage
Industry Financial Services
Experience
Guild Mortgage March 2014 - Present
First California Mortgage Company May 2011 - March 2014
Opes Advisors August 2009 - April 2011
Davies Development & Investments, Inc. December 2007 - January 2009
Sand & Sea Capital September 2006 - December 2008
Skills
Excel, Loans, Real Estate, Investment Properties, Short Sales, Investments, Residential, FHA, Mortgage Lending, Mortgage Banking, VA, Conventional, Credit, Mortgage, First Time Home Buyers, Customer Relations, Customer Service, Refinance, Strategic Planning, Banking, Negotiation, Retail, Team Building, Financial Analysis, Sales Management, Coaching, Microsoft Office, Residential Homes, Finance, Real Estate Development, Commercial Real Estate
Education
San Diego State University-California State University 2009 — 2012
MBA, Real Estate
University of California, San Diego 2003 — 2007
Bachelor of Arts, Economics, Urban Studies and Planning
Guild Mortgage March 2014 - Present
First California Mortgage Company May 2011 - March 2014
Opes Advisors August 2009 - April 2011
Davies Development & Investments, Inc. December 2007 - January 2009
Sand & Sea Capital September 2006 - December 2008
Skills
Excel, Loans, Real Estate, Investment Properties, Short Sales, Investments, Residential, FHA, Mortgage Lending, Mortgage Banking, VA, Conventional, Credit, Mortgage, First Time Home Buyers, Customer Relations, Customer Service, Refinance, Strategic Planning, Banking, Negotiation, Retail, Team Building, Financial Analysis, Sales Management, Coaching, Microsoft Office, Residential Homes, Finance, Real Estate Development, Commercial Real Estate
Education
San Diego State University-California State University 2009 — 2012
MBA, Real Estate
University of California, San Diego 2003 — 2007
Bachelor of Arts, Economics, Urban Studies and Planning
Casey Fleming Casey Fleming's Opes Advisors Experience May 2011 - January 2012
Job Author at The Loan Guide: How to Get the Best Possible Mortgage
Industry Financial Services
Experience
The Loan Guide: How to Get the Best Possible Mortgage March 2014 - Present
C2 Financial Corporation December 2013 - Present
Silicon Valley Chapter of California Association of Mortgage Professionals July 2012 - July 2014
Signet Mortgage Corporation January 2012 - December 2013
Opes Advisors May 2011 - January 2012
Comstock Mortgage January 2010 - May 2011
Signet Mortgage 2009 - December 2010
Lawson and Associates / RPM Mortgage March 2008 - September 2009
Windsor Capital Mortgage April 2003 - January 2008
Independent Property Services, Inc 1982 - 1996
Skills
Real Estate Transactions, Residential Mortgages, Loans, New Business Development, Mortgage Lending, First Time Home Buyers, Business Development, Residential Homes, Foreclosures, Commercial Mortgages, Financial Structuring, Investments, Mortgage Banking, Refinance, Construction Loans, Investors, VA loans, Real Estate, Coaching, Training, USDA, Loan Origination, Investment Properties, Real Estate Financing, Finance, Referrals, FHA, Public Speaking, Credit Analysis, Recruiting, REO, Email Marketing, Certified Mortgage..., Negotiation, Sales Management, Sales, Real Estate Economics, Networking, Banking, Reverse Mortgages, Funding, Management, Short Sales, Strategic Financial..., Customer Service, Asset Management, Leadership, Mortgage Underwriting, Access, Time Management
Education
San Jose State University
The Loan Guide: How to Get the Best Possible Mortgage March 2014 - Present
C2 Financial Corporation December 2013 - Present
Silicon Valley Chapter of California Association of Mortgage Professionals July 2012 - July 2014
Signet Mortgage Corporation January 2012 - December 2013
Opes Advisors May 2011 - January 2012
Comstock Mortgage January 2010 - May 2011
Signet Mortgage 2009 - December 2010
Lawson and Associates / RPM Mortgage March 2008 - September 2009
Windsor Capital Mortgage April 2003 - January 2008
Independent Property Services, Inc 1982 - 1996
Skills
Real Estate Transactions, Residential Mortgages, Loans, New Business Development, Mortgage Lending, First Time Home Buyers, Business Development, Residential Homes, Foreclosures, Commercial Mortgages, Financial Structuring, Investments, Mortgage Banking, Refinance, Construction Loans, Investors, VA loans, Real Estate, Coaching, Training, USDA, Loan Origination, Investment Properties, Real Estate Financing, Finance, Referrals, FHA, Public Speaking, Credit Analysis, Recruiting, REO, Email Marketing, Certified Mortgage..., Negotiation, Sales Management, Sales, Real Estate Economics, Networking, Banking, Reverse Mortgages, Funding, Management, Short Sales, Strategic Financial..., Customer Service, Asset Management, Leadership, Mortgage Underwriting, Access, Time Management
Education
San Jose State University
Joshua Works Joshua Works's Opes Advisors Experience November 2014 - Present
Job Systems Administrator at Opes Advisors
Industry Retail
Experience
Opes Advisors November 2014 - Present
Fox Head, Inc. July 2006 - November 2014
Fox Head, Inc. October 2003 - June 2006
Fox Head, Inc November 2002 - September 2003
Skills
Customer Service, Documentation, Customer Satisfaction, Merchandising, Outlook, Business Analysis, Microsoft Office, Project Planning, Management, Technical Support, Software Documentation, Time Management, PowerPoint, Windows, Retail, Microsoft Excel, Networking, Employee Relations, Data Entry, Purchasing, Errors, SAP, Apparel, Illustrator, HTML, System Administration, Inventory Management, Project Management
Education
Evergreen Valley College
Opes Advisors November 2014 - Present
Fox Head, Inc. July 2006 - November 2014
Fox Head, Inc. October 2003 - June 2006
Fox Head, Inc November 2002 - September 2003
Skills
Customer Service, Documentation, Customer Satisfaction, Merchandising, Outlook, Business Analysis, Microsoft Office, Project Planning, Management, Technical Support, Software Documentation, Time Management, PowerPoint, Windows, Retail, Microsoft Excel, Networking, Employee Relations, Data Entry, Purchasing, Errors, SAP, Apparel, Illustrator, HTML, System Administration, Inventory Management, Project Management
Education
Evergreen Valley College
Brian Calvo NMLS #71037 Brian Calvo NMLS #71037's Opes Advisors Experience April 2014 - February 2015
Job Branch Sales Manager at HomeStreet Bank
Industry Real Estate
Experience
HomeStreet Bank March 2015 - Present
Opes Advisors April 2014 - February 2015
Sterling Savings Bank June 2009 - April 2014
Sterling Savings Bank June 2009 - February 2012
Local Marketers, Inc. August 2008 - April 2009
TILA Mortgage January 2008 - August 2008
Premier Lending Inc. November 2003 - December 2007
Ameriquest Mortgage Company January 2002 - October 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, USDA, Reverse Mortgages, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, Loan Origination, VA loans, FHA, Refinance, FHA financing, Credit, Construction Loans, Real Estate Transactions, Government Loans, Finance, Credit Analysis, Investors, Underwriting, Short Sales, Banking, Real Estate Financing, Mortgage Underwriting, Investments, Certified Mortgage..., Real Estate Economics, Home Equity Loans, Home Equity Lines of...
Education
University of Washington 1997 — 2001
Bachelors of Arts, Jackson School of International Studies
The Hebrew University 2000 — 2000
Middle Eastern Studies
Bellevue College 1995 — 1997
AA, General Studies
HomeStreet Bank March 2015 - Present
Opes Advisors April 2014 - February 2015
Sterling Savings Bank June 2009 - April 2014
Sterling Savings Bank June 2009 - February 2012
Local Marketers, Inc. August 2008 - April 2009
TILA Mortgage January 2008 - August 2008
Premier Lending Inc. November 2003 - December 2007
Ameriquest Mortgage Company January 2002 - October 2003
Skills
Mortgage Lending, Loans, Mortgage Banking, USDA, Reverse Mortgages, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, Loan Origination, VA loans, FHA, Refinance, FHA financing, Credit, Construction Loans, Real Estate Transactions, Government Loans, Finance, Credit Analysis, Investors, Underwriting, Short Sales, Banking, Real Estate Financing, Mortgage Underwriting, Investments, Certified Mortgage..., Real Estate Economics, Home Equity Loans, Home Equity Lines of...
Education
University of Washington 1997 — 2001
Bachelors of Arts, Jackson School of International Studies
The Hebrew University 2000 — 2000
Middle Eastern Studies
Bellevue College 1995 — 1997
AA, General Studies
Mark Wiener Mark Wiener's Opes Advisors Experience January 2008 - October 2008
Job VP of Lending at Guaranteed Rate Mortgage
Industry Financial Services
Experience
Guaranteed Rate Mortgage NMLS 246293 November 2014 - Present
Wells Fargo Home Mortgage December 2013 - October 2014
RPM Mortgage Inc February 2013 - December 2013
Guarantee Mortgage October 2008 - January 2013
Opes Advisors January 2008 - October 2008
Triton Funding Group June 1999 - December 2007
Grubb & Ellis Commercial Real Estate August 1991 - October 1994
Landmark Education January 1990 - November 1991
Skills
Mortgage, Refinance, Purchase, Real Estate, Loans, Mortgage Lending, Real Estate Economics, Mortgage Banking, Investment Properties, First Time Home Buyers, Investors, Finance, Residential Homes, Real Estate Financing, Small Business, Condos, Residential Mortgages, Commercial Real Estate, FHA, Real Estate Transactions, Sellers
Education
Middlebury College 1986 — 1986
B.A., History and Ancient Greek Language & Literature
Iolani School 1976 — 1982
Prep School
Havens Elementary (Piedmont, CA) 1972 — 1976
PhD in Math and Flag Football
Guaranteed Rate Mortgage NMLS 246293 November 2014 - Present
Wells Fargo Home Mortgage December 2013 - October 2014
RPM Mortgage Inc February 2013 - December 2013
Guarantee Mortgage October 2008 - January 2013
Opes Advisors January 2008 - October 2008
Triton Funding Group June 1999 - December 2007
Grubb & Ellis Commercial Real Estate August 1991 - October 1994
Landmark Education January 1990 - November 1991
Skills
Mortgage, Refinance, Purchase, Real Estate, Loans, Mortgage Lending, Real Estate Economics, Mortgage Banking, Investment Properties, First Time Home Buyers, Investors, Finance, Residential Homes, Real Estate Financing, Small Business, Condos, Residential Mortgages, Commercial Real Estate, FHA, Real Estate Transactions, Sellers
Education
Middlebury College 1986 — 1986
B.A., History and Ancient Greek Language & Literature
Iolani School 1976 — 1982
Prep School
Havens Elementary (Piedmont, CA) 1972 — 1976
PhD in Math and Flag Football
Rachel Van Emon's Opes Advisors Experience April 2011 - Present
Job Director of Education, Opes Advisors
Industry Executive Office
Experience
Opes Advisors April 2011 - Present
Harvard Hillel 2009 - April 2011
Opes Advisors 2005 - 2008
First Horizon National Corporation 2001 - 2005
Kairos Capital Advisors 1990 - 2000
United States Commission on Civil Rights 1991 - 1994
Skills
Public Speaking, Investments, Real Estate, Marketing, Strategic Planning, Sales, Finance, Process Improvement, Customer Service, Project Management, Management, Microsoft Office, Small Business, Team Building, Nonprofits
Education
Harvard University 1984 — 1988
BA, History of Science, Magna Cum Laude
Universita per Stranieri di Firenze 1986 — 1987
Art History, Italian
Opes Advisors April 2011 - Present
Harvard Hillel 2009 - April 2011
Opes Advisors 2005 - 2008
First Horizon National Corporation 2001 - 2005
Kairos Capital Advisors 1990 - 2000
United States Commission on Civil Rights 1991 - 1994
Skills
Public Speaking, Investments, Real Estate, Marketing, Strategic Planning, Sales, Finance, Process Improvement, Customer Service, Project Management, Management, Microsoft Office, Small Business, Team Building, Nonprofits
Education
Harvard University 1984 — 1988
BA, History of Science, Magna Cum Laude
Universita per Stranieri di Firenze 1986 — 1987
Art History, Italian
Jomer Michael Salenga Jomer Michael Salenga's Opes Advisors Experience July 2015 - September 2015
Job Sr. System Analyst and System Administrator
Industry Computer Networking
Experience
Dynatrace September 2015 - Present
The James Irvine Foundation September 2015 - September 2015
Opes Advisors July 2015 - September 2015
Blu Homes July 2014 - May 2015
UCSF Medical Center March 2014 - July 2014
Restoration Hardware June 2013 - March 2014
Recology March 2012 - June 2013
City of San Carlos June 2012 - March 2013
BRE Properties January 2001 - June 2005
Skills
Technical Support, System Administration, Windows Server, Active Directory, Help Desk Support, Troubleshooting, Software Installation, Computer Hardware, Microsoft Exchange, Hardware, Windows XP, VPN, VMware, Windows 7, Network Administration, Customer Service, Information Technology, Vendor Management
Education
Heald College-San Francisco 1998 — 2000
AS, Computer Science
Dynatrace September 2015 - Present
The James Irvine Foundation September 2015 - September 2015
Opes Advisors July 2015 - September 2015
Blu Homes July 2014 - May 2015
UCSF Medical Center March 2014 - July 2014
Restoration Hardware June 2013 - March 2014
Recology March 2012 - June 2013
City of San Carlos June 2012 - March 2013
BRE Properties January 2001 - June 2005
Skills
Technical Support, System Administration, Windows Server, Active Directory, Help Desk Support, Troubleshooting, Software Installation, Computer Hardware, Microsoft Exchange, Hardware, Windows XP, VPN, VMware, Windows 7, Network Administration, Customer Service, Information Technology, Vendor Management
Education
Heald College-San Francisco 1998 — 2000
AS, Computer Science
Shelly Normoyle's Opes Advisors Experience January 2013 - March 2014
Job RealSmart Properties
Industry Real Estate
Experience
RealSmart Properties April 2014 - Present
Opes Advisors January 2013 - March 2014
Progression Financial, Inc. April 2005 - December 2012
Prudential California Realty 2003 - 2004
University Investments 2000 - 2004
Stanford Mortgage 2001 - 2002
Otari 1997 - 1999
Skills
Investment Properties, Mortgage Lending, FHA, Refinance, Real Estate Transactions, Loans, Loan Origination, First Time Home Buyers, Mortgage Banking, Sellers
Education
Academy of Art University
Bachelor of Arts (B.A.), Interior Architecture and Design
San Francisco State University, College of Business 1991 — 1995
Business Administration, Small Business Management
RealSmart Properties April 2014 - Present
Opes Advisors January 2013 - March 2014
Progression Financial, Inc. April 2005 - December 2012
Prudential California Realty 2003 - 2004
University Investments 2000 - 2004
Stanford Mortgage 2001 - 2002
Otari 1997 - 1999
Skills
Investment Properties, Mortgage Lending, FHA, Refinance, Real Estate Transactions, Loans, Loan Origination, First Time Home Buyers, Mortgage Banking, Sellers
Education
Academy of Art University
Bachelor of Arts (B.A.), Interior Architecture and Design
San Francisco State University, College of Business 1991 — 1995
Business Administration, Small Business Management
Kristin Ortega's Opes Advisors Experience April 2015 - Present
Job Lock Desk Specialist, Secondary Markets at Opes Advisors
Industry Financial Services
Experience
Opes Advisors April 2015 - Present
Opes Advisors December 2014 - April 2015
Tavistock Restaurants LLC June 2011 - August 2013
Perkins & Marie Callendars, Inc. February 2008 - June 2011
Skills
Customer Service, Problem Solving, Post Closing, Secondary Mortgage..., Data Analysis, Internal Audit, Strategic Communications, Event Planning, Time Management, Data Entry, Outlook
Education
Sonoma State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Human Resources
Diablo Valley College 2008 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Opes Advisors April 2015 - Present
Opes Advisors December 2014 - April 2015
Tavistock Restaurants LLC June 2011 - August 2013
Perkins & Marie Callendars, Inc. February 2008 - June 2011
Skills
Customer Service, Problem Solving, Post Closing, Secondary Mortgage..., Data Analysis, Internal Audit, Strategic Communications, Event Planning, Time Management, Data Entry, Outlook
Education
Sonoma State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Human Resources
Diablo Valley College 2008 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Tate Varela Tate Varela's Opes Advisors Experience October 2005 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors October 2005 - Present
Skills
Mortgage Lending, Refinance, Loans, Mortgage Banking, Loan Origination, FHA, Residential Mortgages
Education
Pepperdine University
BS, Business Administration
Opes Advisors October 2005 - Present
Skills
Mortgage Lending, Refinance, Loans, Mortgage Banking, Loan Origination, FHA, Residential Mortgages
Education
Pepperdine University
BS, Business Administration
Jeff Zerboni's Opes Advisors Experience January 2009 - April 2010
Job Partner at Karma Capital, LLC
Industry Real Estate
Experience
Premier West Realty January 2015 - Present
Karma Capital, LLC May 2014 - Present
Jericho Capital, LLC. November 2011 - Present
SD Homes June 2009 - Present
Aslan Residential September 2012 - May 2014
JS Equity Ventures August 2010 - 2011
CANVAZ Investment Company, LLC November 2009 - August 2010
Opes Advisors January 2009 - April 2010
Prudential California Realty September 2006 - April 2007
Skills
Residential Homes, Short Sales, Real Estate, Investment Properties, REO, Investments, Selling, Commercial Real Estate, Investors, Financial Analysis, Property, Real Estate Development, Real Estate Financing, Rentals, Mortgage Lending, Referrals, Leases, Disposition, Brokerage, Asset Management, Due Diligence, First Time Home Buyers, Mergers & Acquisitions, Foreclosures
Education
San Diego State University-California State University 2008 — 2010
B.A., Business Administration: Management with Specialization in Entreprenuership
Premier West Realty January 2015 - Present
Karma Capital, LLC May 2014 - Present
Jericho Capital, LLC. November 2011 - Present
SD Homes June 2009 - Present
Aslan Residential September 2012 - May 2014
JS Equity Ventures August 2010 - 2011
CANVAZ Investment Company, LLC November 2009 - August 2010
Opes Advisors January 2009 - April 2010
Prudential California Realty September 2006 - April 2007
Skills
Residential Homes, Short Sales, Real Estate, Investment Properties, REO, Investments, Selling, Commercial Real Estate, Investors, Financial Analysis, Property, Real Estate Development, Real Estate Financing, Rentals, Mortgage Lending, Referrals, Leases, Disposition, Brokerage, Asset Management, Due Diligence, First Time Home Buyers, Mergers & Acquisitions, Foreclosures
Education
San Diego State University-California State University 2008 — 2010
B.A., Business Administration: Management with Specialization in Entreprenuership
Rachel Zucker's Opes Advisors Experience June 2012 - September 2012
Job Student at Dominican University of California
Industry Public Relations and Communications
Experience
Atlantis Yacht Charters June 2015 - September 2015
Pizza Antica Mill Valley June 2014 - December 2014
UC Irvine Pi Beta Phi September 2013 - December 2013
UC Irvine Panhellenic Association September 2013 - September 2013
UC Irvine Pi Beta Phi September 2012 - June 2013
Opes Advisors June 2012 - September 2012
UC Irvine Pi Beta Phi September 2011 - June 2012
Kaiser Permanente June 2010 - August 2010
Skills
Social Networking, Social Media, Public Speaking, Creative Writing, Organization, Writing, Copy Editing, Communication, Word Processing, Facebook, Instagram, Mac, Editing
Education
Dominican University of California 2014 — 2016
Communication and Media Studies, concentration in Public Relations & Marketing
University of California, Irvine 2011 — 2014
English, School of Humanities
University of California, Los Angeles
Sir Francis Drake High School 2007 — 2011
High School
Atlantis Yacht Charters June 2015 - September 2015
Pizza Antica Mill Valley June 2014 - December 2014
UC Irvine Pi Beta Phi September 2013 - December 2013
UC Irvine Panhellenic Association September 2013 - September 2013
UC Irvine Pi Beta Phi September 2012 - June 2013
Opes Advisors June 2012 - September 2012
UC Irvine Pi Beta Phi September 2011 - June 2012
Kaiser Permanente June 2010 - August 2010
Skills
Social Networking, Social Media, Public Speaking, Creative Writing, Organization, Writing, Copy Editing, Communication, Word Processing, Facebook, Instagram, Mac, Editing
Education
Dominican University of California 2014 — 2016
Communication and Media Studies, concentration in Public Relations & Marketing
University of California, Irvine 2011 — 2014
English, School of Humanities
University of California, Los Angeles
Sir Francis Drake High School 2007 — 2011
High School
Joshua Augason Joshua Augason's Opes Advisors Experience April 2014 - Present
Job Transaction Manager with Opes Advisors
Industry Real Estate
Experience
Opes Advisors April 2014 - Present
Guarantee Mortgage September 2010 - April 2014
Skills
Refinance, Loan Origination, Residential Mortgages, Investment Properties, FHA, Mortgage Banking, First Time Home Buyers, Single Family Homes, Residential Homes, Real Estate Financing, FHA Financing, Mortgage Lending
Education
Cabrillo College
Opes Advisors April 2014 - Present
Guarantee Mortgage September 2010 - April 2014
Skills
Refinance, Loan Origination, Residential Mortgages, Investment Properties, FHA, Mortgage Banking, First Time Home Buyers, Single Family Homes, Residential Homes, Real Estate Financing, FHA Financing, Mortgage Lending
Education
Cabrillo College
Dru Hartshorn's Opes Advisors Experience May 2009 - September 2010
Job Recruiting Operations and Finance
Industry Staffing and Recruiting
Experience
rPeople June 2010 - Present
Opes Advisors May 2009 - September 2010
Opes Advisors December 2008 - May 2009
Provident Funding Associates L.P. January 2005 - June 2008
Provident Funding Associates L.P. March 2004 - January 2005
Provident Funding Associates L.P. October 2002 - March 2004
Skills
Finance, Recruiting, Accounting, Operations Management, Tax, Mortgage Banking, Mortgage Lending, Loans, Underwriting, Mortgage Underwriting, Banking, Financial Analysis, Credit, Sales, Customer Service, Strategic Planning, Team Building, Risk Management, Leadership, Microsoft Excel, Sales Management, Business Development, Management, Executive Management, Negotiation, Business Strategy, Account Management, Business Analysis, Training, Refinance, Process Improvement, Microsoft Office, Analysis
Education
Ohio Wesleyan University 1998 — 2002
BA, Accounting and Economics Management
rPeople June 2010 - Present
Opes Advisors May 2009 - September 2010
Opes Advisors December 2008 - May 2009
Provident Funding Associates L.P. January 2005 - June 2008
Provident Funding Associates L.P. March 2004 - January 2005
Provident Funding Associates L.P. October 2002 - March 2004
Skills
Finance, Recruiting, Accounting, Operations Management, Tax, Mortgage Banking, Mortgage Lending, Loans, Underwriting, Mortgage Underwriting, Banking, Financial Analysis, Credit, Sales, Customer Service, Strategic Planning, Team Building, Risk Management, Leadership, Microsoft Excel, Sales Management, Business Development, Management, Executive Management, Negotiation, Business Strategy, Account Management, Business Analysis, Training, Refinance, Process Improvement, Microsoft Office, Analysis
Education
Ohio Wesleyan University 1998 — 2002
BA, Accounting and Economics Management
Steve Mageras Steve Mageras's Opes Advisors Experience May 2015 - Present
Job VP Capital Markets at Opes Advisors
Industry Financial Services
Experience
Opes Advisors May 2015 - Present
WDB Funding, LLC March 2015 - April 2015
zIngenuity, Inc. January 2010 - February 2015
First Franklin December 1992 - December 2009
Skills
Management, Executive Management, Leadership, Loan Origination, Management Consulting, Mortgage Banking, Financial Services, Credit, Loans, Residential Mortgages, Mortgage Lending, Underwriting, Investments, Capital Markets, Due Diligence, Banking, Real Estate, Refinance, Risk Management, New Business Development, Account Management, Strategy, Process Improvement, Negotiation, Training, FHA, Sales, Finance, Financial Risk, Credit Analysis, Business Development, Credit Risk, B2B, Recruiting, Change Management, Strategic Planning, Asset Management, Sales Management, Business Strategy, Team Building, Customer Service, Financial Analysis
Education
San Jose State University 1989 — 1992
Opes Advisors May 2015 - Present
WDB Funding, LLC March 2015 - April 2015
zIngenuity, Inc. January 2010 - February 2015
First Franklin December 1992 - December 2009
Skills
Management, Executive Management, Leadership, Loan Origination, Management Consulting, Mortgage Banking, Financial Services, Credit, Loans, Residential Mortgages, Mortgage Lending, Underwriting, Investments, Capital Markets, Due Diligence, Banking, Real Estate, Refinance, Risk Management, New Business Development, Account Management, Strategy, Process Improvement, Negotiation, Training, FHA, Sales, Finance, Financial Risk, Credit Analysis, Business Development, Credit Risk, B2B, Recruiting, Change Management, Strategic Planning, Asset Management, Sales Management, Business Strategy, Team Building, Customer Service, Financial Analysis
Education
San Jose State University 1989 — 1992
Eric Schloss Eric Schloss's Opes Advisors Experience July 2015 - Present
Job Corporate Controller at Opes Advisors
Industry Internet
Experience
Opes Advisors July 2015 - Present
Bayview Residential Brokerage July 2014 - July 2015
PayPal April 2011 - July 2014
PayPal March 2010 - April 2011
PayPal September 2008 - March 2010
PayPal December 2005 - September 2008
KeyPoint Credit Union April 2004 - December 2005
Cadence Design Systems September 2001 - May 2002
Skills
Analytics, Finance, Management, Quantitative Analytics, Data Warehousing, Databases, Teradata Data Warehouse, Machine Learning, Programming, Project Management, Strategy, R, Visual Basic, Business Intelligence, Marketing, Quantitative Finance, Alternative Investments, Investments, Financial Accounting, E-commerce, Microsoft SQL Server, PL/SQL, T-SQL, C++, Financial Economics, Economics, Hadoop
Education
Carnegie Mellon University - Tepper School of Business 1993 — 1997
Master of Science in Industrial Administration (MSIA), Finance and Marketing
University of Pittsburgh School of Law 1992 — 1997
Law
Dickinson College 1988 — 1992
Bachelor of Arts (BA), Economics
University of East Anglia 1990 — 1991
Shady Side Academy 1986 — 1988
Lick-Wilmerding High School 1985 — 1986
Opes Advisors July 2015 - Present
Bayview Residential Brokerage July 2014 - July 2015
PayPal April 2011 - July 2014
PayPal March 2010 - April 2011
PayPal September 2008 - March 2010
PayPal December 2005 - September 2008
KeyPoint Credit Union April 2004 - December 2005
Cadence Design Systems September 2001 - May 2002
Skills
Analytics, Finance, Management, Quantitative Analytics, Data Warehousing, Databases, Teradata Data Warehouse, Machine Learning, Programming, Project Management, Strategy, R, Visual Basic, Business Intelligence, Marketing, Quantitative Finance, Alternative Investments, Investments, Financial Accounting, E-commerce, Microsoft SQL Server, PL/SQL, T-SQL, C++, Financial Economics, Economics, Hadoop
Education
Carnegie Mellon University - Tepper School of Business 1993 — 1997
Master of Science in Industrial Administration (MSIA), Finance and Marketing
University of Pittsburgh School of Law 1992 — 1997
Law
Dickinson College 1988 — 1992
Bachelor of Arts (BA), Economics
University of East Anglia 1990 — 1991
Shady Side Academy 1986 — 1988
Lick-Wilmerding High School 1985 — 1986
Sean Mackey Sean Mackey's Opes Advisors Experience November 2011 - September 2012
Job Outside Sales Representative | Operations | Account Management
Industry Consumer Services
Experience
Caarbon Corp. February 2015 - Present
Destination Hotels (Hotel DeAnza) October 2014 - February 2015
SolarCity February 2014 - September 2014
Mason-McDuffie Mortgage October 2012 - August 2013
Opes Advisors November 2011 - September 2012
Bank of America September 2009 - October 2011
UCLA Health October 2005 - September 2009
Skills
Sales Management, Team Management, Contact Management, Office Management, Business Development, Sales Operations, Operational Excellence, Operational Efficiency, Operational Improvement, Team Building, Customer Relations, Process Improvement, Sales, Direct Sales, Technology, Office Administration, Mortgage Banking, Real Estate, Energy, Solar Energy, Solar Power, Solar PV, Mortgage Lending, Refinance, Residential Mortgages, Real Estate Transactions, Referrals, Loans, Residential Homes, Loan Origination, FHA, First Time Home Buyers, Microsoft Excel, Credit, Marketing, Customer Service, Investors, FHA Financing
Education
Academy of Art University 2002 — 2005
Motion Picture and Television
Caarbon Corp. February 2015 - Present
Destination Hotels (Hotel DeAnza) October 2014 - February 2015
SolarCity February 2014 - September 2014
Mason-McDuffie Mortgage October 2012 - August 2013
Opes Advisors November 2011 - September 2012
Bank of America September 2009 - October 2011
UCLA Health October 2005 - September 2009
Skills
Sales Management, Team Management, Contact Management, Office Management, Business Development, Sales Operations, Operational Excellence, Operational Efficiency, Operational Improvement, Team Building, Customer Relations, Process Improvement, Sales, Direct Sales, Technology, Office Administration, Mortgage Banking, Real Estate, Energy, Solar Energy, Solar Power, Solar PV, Mortgage Lending, Refinance, Residential Mortgages, Real Estate Transactions, Referrals, Loans, Residential Homes, Loan Origination, FHA, First Time Home Buyers, Microsoft Excel, Credit, Marketing, Customer Service, Investors, FHA Financing
Education
Academy of Art University 2002 — 2005
Motion Picture and Television
Anna Maria Meier's Opes Advisors Experience June 2010 - May 2015
Job Private Mortgage Banker NMLSR ID 1243518 at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank June 2015 - Present
Opes Advisors June 2010 - May 2015
RPM Mortgage Inc February 2008 - June 2010
Triton Funding Group February 2007 - February 2008
JPMorgan Chase April 2006 - February 2007
Skills
Mortgage Lending, Purchase Transactions, Refinance, Loans, Credit Analysis, FHA, Loan Origination, Mortgage Underwriting, VA Loans, Investment Properties, Banking
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), General Business
Wells Fargo Private Bank June 2015 - Present
Opes Advisors June 2010 - May 2015
RPM Mortgage Inc February 2008 - June 2010
Triton Funding Group February 2007 - February 2008
JPMorgan Chase April 2006 - February 2007
Skills
Mortgage Lending, Purchase Transactions, Refinance, Loans, Credit Analysis, FHA, Loan Origination, Mortgage Underwriting, VA Loans, Investment Properties, Banking
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), General Business
Ed Diaz Ed Diaz's Opes Advisors Experience June 2011 - August 2013
Job Sr. Mortgage Advisor at Banc Home Loans
Industry Real Estate
Experience
Banc Home Loans August 2013 - Present
Bay Networking Group April 2005 - Present
Opes Advisors June 2011 - August 2013
National Hispanic Organization of Real estate Associates August 2009 - December 2011
First California Mortgage December 2009 - July 2011
P-Shift Mortgage Solutions April 2002 - December 2009
Calfed Bank 1995 - 1997
Skills
Negotiation, Business Planning, Credit, Banking, Mortgage Planning, Loans, Strategic Planning, Small Business, Mortgage Banking, Refinance, First Time Home Buyers, Sellers, Coaching, Public Speaking, Needs Analysis, Internet Explorer, Client Advocacy, Mortgage Lending, Real Estate Financing, Strategic Finance, credit consulting, Credit Analysis, Financial Analysis, Leadership, Mortgage Marketing, VA loans, Investments, FHA, Home, Residential Homes, Real Estate, Construction Loans, Foreclosures, Commercial Mortgages, Business Networking, Condos, Underwriting, REO, Referrals, Training, Selling, Residential Mortgages, FHA financing, Home Equity Loans, Loan Origination, Certified Mortgage..., Finance, Investors, Marketing, Short Sales
Education
Florida International University - College of Business 1992 — 1994
Bachelors, Business & Finance
Florida International University 1991 — 1994
Bachelors of science, Business and Psychology
Banc Home Loans August 2013 - Present
Bay Networking Group April 2005 - Present
Opes Advisors June 2011 - August 2013
National Hispanic Organization of Real estate Associates August 2009 - December 2011
First California Mortgage December 2009 - July 2011
P-Shift Mortgage Solutions April 2002 - December 2009
Calfed Bank 1995 - 1997
Skills
Negotiation, Business Planning, Credit, Banking, Mortgage Planning, Loans, Strategic Planning, Small Business, Mortgage Banking, Refinance, First Time Home Buyers, Sellers, Coaching, Public Speaking, Needs Analysis, Internet Explorer, Client Advocacy, Mortgage Lending, Real Estate Financing, Strategic Finance, credit consulting, Credit Analysis, Financial Analysis, Leadership, Mortgage Marketing, VA loans, Investments, FHA, Home, Residential Homes, Real Estate, Construction Loans, Foreclosures, Commercial Mortgages, Business Networking, Condos, Underwriting, REO, Referrals, Training, Selling, Residential Mortgages, FHA financing, Home Equity Loans, Loan Origination, Certified Mortgage..., Finance, Investors, Marketing, Short Sales
Education
Florida International University - College of Business 1992 — 1994
Bachelors, Business & Finance
Florida International University 1991 — 1994
Bachelors of science, Business and Psychology
Divya Pandey's Opes Advisors Experience November 2014 - Present
Job Staff Accountant at Opes Advisors
Industry Accounting
Experience
Opes Advisors November 2014 - Present
Pacific Coast Trane December 2012 - October 2014
ZCON Builders March 2012 - September 2012
Travel Inn June 2007 - April 2010
H&R Block January 2009 - April 2009
Skills
Peachtree, Great Plains Software, Sage Timberline Office, Microsoft Office, Excel, Access, Outlook, Accounting, Auditing, Financial Accounting
Education
San Jose State University (SJSU) 2009 — 2011
B.S. Degree, Business Administration with Accounting Information Systems Concentration
De Anza College 2007 — 2008
Associates Degree, Accounting
Opes Advisors November 2014 - Present
Pacific Coast Trane December 2012 - October 2014
ZCON Builders March 2012 - September 2012
Travel Inn June 2007 - April 2010
H&R Block January 2009 - April 2009
Skills
Peachtree, Great Plains Software, Sage Timberline Office, Microsoft Office, Excel, Access, Outlook, Accounting, Auditing, Financial Accounting
Education
San Jose State University (SJSU) 2009 — 2011
B.S. Degree, Business Administration with Accounting Information Systems Concentration
De Anza College 2007 — 2008
Associates Degree, Accounting
Jade Silveira Jade Silveira's Opes Advisors Experience October 2010 - October 2014
Job Loan Originator Assistant at EverBank
Industry Real Estate
Experience
EverBank November 2014 - Present
Opes Advisors October 2010 - October 2014
Producers' Forum January 2011 - July 2014
Skills
REO, Listings, FHA, Buyers, Real Estate Transactions, Refinance, Townhomes, Transaction Management, SFR, Referrals, Brokerage, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate, Selling, Customer Service, First Time Home Buyers, Investment Properties, Sales
Education
San Jose State University 2006 — 2009
BFA, Interior Design
EverBank November 2014 - Present
Opes Advisors October 2010 - October 2014
Producers' Forum January 2011 - July 2014
Skills
REO, Listings, FHA, Buyers, Real Estate Transactions, Refinance, Townhomes, Transaction Management, SFR, Referrals, Brokerage, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate, Selling, Customer Service, First Time Home Buyers, Investment Properties, Sales
Education
San Jose State University 2006 — 2009
BFA, Interior Design
Corrine Palacios Corrine Palacios's Opes Advisors Experience October 2004 - November 2014
Job Principal
Industry Financial Services
Experience
Cohesive Approach April 2015 - Present
Opes Advisors October 2004 - November 2014
Opes Advisors, Inc. November 2007 - April 2009
Opes Advisors, Inc. October 2004 - November 2007
Sun Microsystems 1998 - 2003
Insync Systems, Inc. 1995 - 1999
GE Plastics 1986 - 1994
Skills
Business Analysis, Cross-functional Team..., Change Management, Strategy, Leadership, Project Management, Business Process..., Start-ups, Continuous Improvement..., Management, Problem Solving, CRM
Education
Lawrence Technological University
Bachelor of Science (BS), Mechanical Engineering
The Aji Network
Leadership, Entrepreneurship, Innovation and Accumulating Power
University of California, Santa Cruz
Professional Courses, Silicon Valley
Cohesive Approach April 2015 - Present
Opes Advisors October 2004 - November 2014
Opes Advisors, Inc. November 2007 - April 2009
Opes Advisors, Inc. October 2004 - November 2007
Sun Microsystems 1998 - 2003
Insync Systems, Inc. 1995 - 1999
GE Plastics 1986 - 1994
Skills
Business Analysis, Cross-functional Team..., Change Management, Strategy, Leadership, Project Management, Business Process..., Start-ups, Continuous Improvement..., Management, Problem Solving, CRM
Education
Lawrence Technological University
Bachelor of Science (BS), Mechanical Engineering
The Aji Network
Leadership, Entrepreneurship, Innovation and Accumulating Power
University of California, Santa Cruz
Professional Courses, Silicon Valley
Annie Delgado's Opes Advisors Experience January 2010 - Present
Job Compliance Manager at Opes Advisors
Industry Financial Services
Experience
Opes Advisors January 2010 - Present
Dance Boulevard 2000 - 2010
Skills
Mortgage Banking, FHA, Loans, Mortgage Lending, Management, Loan Origination, Sales, Marketing, Training, Outlook, Customer Service, Finance, Leadership, Real Estate, Refinance, Residential Mortgages, Strategy
Education
Santa Clara University 2002 — 2006
BA, Art History and English
Saratoga High School
Opes Advisors January 2010 - Present
Dance Boulevard 2000 - 2010
Skills
Mortgage Banking, FHA, Loans, Mortgage Lending, Management, Loan Origination, Sales, Marketing, Training, Outlook, Customer Service, Finance, Leadership, Real Estate, Refinance, Residential Mortgages, Strategy
Education
Santa Clara University 2002 — 2006
BA, Art History and English
Saratoga High School
Madeleine Dube Madeleine Dube's Opes Advisors Experience January 2005 - November 2007
Job Funder at Pinnacle Capital Mortgage Corp
Industry Real Estate
Experience
Pinnacle Capital Mortgage Corp April 2015 - Present
VSP Vision Care November 2014 - March 2015
Paramount Equity May 2013 - July 2014
American Financial Network Inc December 2011 - March 2013
MetLife Home Loans March 2009 - December 2011
Downey Savings February 2008 - October 2008
Opes Advisors January 2005 - November 2007
First Horizon Home Loans March 2003 - January 2005
Skills
Mortgage Banking, Mortgage Lending, FHA, VA loans, Time Management, Office Administration, Supervisory Skills, Organization, Customer Service, Light Accounting, Accounts Receivable, Office Equipment, Computers, Sub-Prime Auto Lending, Loss Prevention
Education
Orange Coast College
Pinnacle Capital Mortgage Corp April 2015 - Present
VSP Vision Care November 2014 - March 2015
Paramount Equity May 2013 - July 2014
American Financial Network Inc December 2011 - March 2013
MetLife Home Loans March 2009 - December 2011
Downey Savings February 2008 - October 2008
Opes Advisors January 2005 - November 2007
First Horizon Home Loans March 2003 - January 2005
Skills
Mortgage Banking, Mortgage Lending, FHA, VA loans, Time Management, Office Administration, Supervisory Skills, Organization, Customer Service, Light Accounting, Accounts Receivable, Office Equipment, Computers, Sub-Prime Auto Lending, Loss Prevention
Education
Orange Coast College
Steve Papapietro Steve Papapietro's Opes Advisors Experience August 2011 - Present
Job Morgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors August 2011 - Present
Opes Advisors August 2011 - Present
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loans, Loan Origination, Banking, Real Estate, Residential Mortgages, USDA, FHA financing, Credit, Mortgage Underwriting, First Time Home Buyers, Investment Properties, Single Family Homes, Short Sales, REO, Investors, Residential Homes, Referrals, Condos, Relocation
Education
Santa Clara University 1982 — 1986
Bachelor of Science in Marketing / Finance
Serra High School 1978 — 1982
High School Degree
Opes Advisors August 2011 - Present
Opes Advisors August 2011 - Present
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loans, Loan Origination, Banking, Real Estate, Residential Mortgages, USDA, FHA financing, Credit, Mortgage Underwriting, First Time Home Buyers, Investment Properties, Single Family Homes, Short Sales, REO, Investors, Residential Homes, Referrals, Condos, Relocation
Education
Santa Clara University 1982 — 1986
Bachelor of Science in Marketing / Finance
Serra High School 1978 — 1982
High School Degree
Patty Van Kuran's Opes Advisors Experience October 2011 - March 2012
Job Executive Loan Officer at Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii June 2012 - Present
Opes Advisors October 2011 - March 2012
The Parent's Club of Palo Alto Menlo Park April 2011 - March 2012
Bank of Hawaii January 2010 - March 2011
Bank of Hawaii January 2009 - December 2009
Bank of Hawaii September 2007 - December 2008
Bank of Hawaii February 2007 - August 2007
Bank of Hawaii November 2005 - February 2007
Bank of Hawaii July 2004 - November 2005
International Hospitality Center June 2003 - December 2003
Skills
Residential Mortgages, Public Speaking, Mortgage Planning, Credit, Mortgage Lending, Loans, Refinance, Certified Mortgage..., Training, Risk Management, Mortgage Banking, Real Estate, Leadership, Workshop Facilitation, Finance, Loan Origination, Management, Banking, Commercial Banking, Financial Analysis, Sales, Credit Analysis, Retail Banking, Customer Service
Education
Pomona College 1999 — 2003
BA
Palo Alto Senior High School
Bank of Hawaii June 2012 - Present
Opes Advisors October 2011 - March 2012
The Parent's Club of Palo Alto Menlo Park April 2011 - March 2012
Bank of Hawaii January 2010 - March 2011
Bank of Hawaii January 2009 - December 2009
Bank of Hawaii September 2007 - December 2008
Bank of Hawaii February 2007 - August 2007
Bank of Hawaii November 2005 - February 2007
Bank of Hawaii July 2004 - November 2005
International Hospitality Center June 2003 - December 2003
Skills
Residential Mortgages, Public Speaking, Mortgage Planning, Credit, Mortgage Lending, Loans, Refinance, Certified Mortgage..., Training, Risk Management, Mortgage Banking, Real Estate, Leadership, Workshop Facilitation, Finance, Loan Origination, Management, Banking, Commercial Banking, Financial Analysis, Sales, Credit Analysis, Retail Banking, Customer Service
Education
Pomona College 1999 — 2003
BA
Palo Alto Senior High School
Kathleen Downing's Opes Advisors Experience May 2014 - September 2014
Job Office Administration & Operations
Industry Financial Services
Experience
Opes Advisors May 2014 - September 2014
Silicon Valley Wealth Advisors, LLC. 2012 - 2014
Skills
Office Administration, Receptionist Duties, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Time Management, Teamwork, Client Services, Administration
Education
San Jose State University
Opes Advisors May 2014 - September 2014
Silicon Valley Wealth Advisors, LLC. 2012 - 2014
Skills
Office Administration, Receptionist Duties, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Time Management, Teamwork, Client Services, Administration
Education
San Jose State University
Catherine Alger Catherine Alger's Opes Advisors Experience April 2009 - January 2013
Job Family Manager
Industry Financial Services
Experience
Opes Advisors April 2009 - January 2013
Colgan Air February 2005 - October 2008
Voluntary Action Center September 2001 - May 2004
Rainbow Center 4-H Therapeutic Equestrian Program January 1999 - October 2002
Peggy Shaffer, EA September 1995 - June 2000
Skills
Notary Public, Recruiting, Office Management, Executive Support, Event Management, Human Resources, Management, Training, Project Management, Team Leadership, Leadership, Nonprofits, Time Management, Administration, Program Management, Social Networking, Payroll, Employee Relations, Interviews
Education
San Diego State University-California State University 1980 — 1981
University of California, San Diego 1979 — 1980
Northern Virginia Community College
Associate of Science (A.S.)
Opes Advisors April 2009 - January 2013
Colgan Air February 2005 - October 2008
Voluntary Action Center September 2001 - May 2004
Rainbow Center 4-H Therapeutic Equestrian Program January 1999 - October 2002
Peggy Shaffer, EA September 1995 - June 2000
Skills
Notary Public, Recruiting, Office Management, Executive Support, Event Management, Human Resources, Management, Training, Project Management, Team Leadership, Leadership, Nonprofits, Time Management, Administration, Program Management, Social Networking, Payroll, Employee Relations, Interviews
Education
San Diego State University-California State University 1980 — 1981
University of California, San Diego 1979 — 1980
Northern Virginia Community College
Associate of Science (A.S.)
Jennifer Nomi's Opes Advisors Experience December 2010 - September 2013
Job Blogger and Lyme Advocate at Honeychick Homestad
Industry Health, Wellness and Fitness
Experience
LymeLight Foundation July 2014 - Present
Honeychick Homestad April 2014 - Present
Opes Advisors December 2010 - September 2013
MetLife Home Loans April 2002 - December 2010
Skills
Mortgage Lending, Credit, Banking, Loans, Real Estate, Finance, Wellness, First Time Home Buyers, Sales, Investment Properties, Financial Analysis, Customer Service, Salesforce.com, Risk Management, Marketing Strategy, Management, Outlook, Nutrition, Nutritional Counseling, Gardening, Beekeeping
Education
Bauman College: Holistic Nutrition and Culinary Arts
Nutrition Consultant
Cabrillo College 2002 — 2006
Associate of Arts (AA), Early Childhood Education and Teaching
LymeLight Foundation July 2014 - Present
Honeychick Homestad April 2014 - Present
Opes Advisors December 2010 - September 2013
MetLife Home Loans April 2002 - December 2010
Skills
Mortgage Lending, Credit, Banking, Loans, Real Estate, Finance, Wellness, First Time Home Buyers, Sales, Investment Properties, Financial Analysis, Customer Service, Salesforce.com, Risk Management, Marketing Strategy, Management, Outlook, Nutrition, Nutritional Counseling, Gardening, Beekeeping
Education
Bauman College: Holistic Nutrition and Culinary Arts
Nutrition Consultant
Cabrillo College 2002 — 2006
Associate of Arts (AA), Early Childhood Education and Teaching
Alexander Golfus Alexander Golfus's Opes Advisors Experience March 2014 - Present
Job Lock Desk Specialist at Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2014 - Present
Commerce Mortgage September 2012 - August 2013
CollegeWorks January 2006 - September 2006
Crescent Heights January 2005 - August 2005
Skills
Mathematics, Multivariable Calculus, Statistics, Microsoft Excel, Computer Proficiency, Loans, Teamwork, Customer Service, PowerPoint, Banking, Sales, Credit, Residential Mortgages, Financial Analysis, Finance, Mortgage Lending
Education
San Francisco State University 2010 — 2012
BS, Business Admin: Finance
Acalanes 2001 — 2005
High School, High School/Secondary Diplomas and Certificates
Seven Hills School 1993 — 2001
Elementary and Middle School
Opes Advisors March 2014 - Present
Commerce Mortgage September 2012 - August 2013
CollegeWorks January 2006 - September 2006
Crescent Heights January 2005 - August 2005
Skills
Mathematics, Multivariable Calculus, Statistics, Microsoft Excel, Computer Proficiency, Loans, Teamwork, Customer Service, PowerPoint, Banking, Sales, Credit, Residential Mortgages, Financial Analysis, Finance, Mortgage Lending
Education
San Francisco State University 2010 — 2012
BS, Business Admin: Finance
Acalanes 2001 — 2005
High School, High School/Secondary Diplomas and Certificates
Seven Hills School 1993 — 2001
Elementary and Middle School
Susan Costello Susan Costello's Opes Advisors Experience September 2011 - January 2012
Job Loan Expert at Everbank NMLS 293132
Industry Banking
Experience
Everbank January 2015 - Present
Wells Fargo Home Mortgage March 2012 - January 2015
Fremont Bank January 2012 - February 2012
Opes Advisors September 2011 - January 2012
First Priority Financial, dba CalTech Mortgage November 2000 - December 2010
Globus and Cosmos August 1997 - December 2000
Oxford Industries Inc. April 1990 - September 1997
The Drapery Master, Inc. February 1984 - February 1990
Skills
Mortgage Lending, Loans, Investment Properties, First Time Home Buyers, Management, Sales, Credit, Banking, FHA, Strategy, Real Estate, REO
Education
Great Neck North
Sarah Lawrence College
BA, Humanities
Everbank January 2015 - Present
Wells Fargo Home Mortgage March 2012 - January 2015
Fremont Bank January 2012 - February 2012
Opes Advisors September 2011 - January 2012
First Priority Financial, dba CalTech Mortgage November 2000 - December 2010
Globus and Cosmos August 1997 - December 2000
Oxford Industries Inc. April 1990 - September 1997
The Drapery Master, Inc. February 1984 - February 1990
Skills
Mortgage Lending, Loans, Investment Properties, First Time Home Buyers, Management, Sales, Credit, Banking, FHA, Strategy, Real Estate, REO
Education
Great Neck North
Sarah Lawrence College
BA, Humanities
Macain Weipert's Opes Advisors Experience November 2013 - Present
Job Mortgage Advisor Assistant at Opes Advisors
Industry Banking
Experience
Opes Advisors November 2013 - Present
Skills
Student Services
Education
Cal Poly San Luis Obispo 2008 — 2013
Business Administration, Financial Management
Opes Advisors November 2013 - Present
Skills
Student Services
Education
Cal Poly San Luis Obispo 2008 — 2013
Business Administration, Financial Management
Mark Duvall Mark Duvall's Opes Advisors Experience March 2005 - Present
Job Chief Investment Officer & Principal, Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2005 - Present
Wells Fargo Investments September 1994 - March 2005
Wells Fargo 1994 - 2005
Wells Fargo Private Client Services 1994 - 2005
Skills
Bonds
Education
Dartmouth College 1979 — 1983
Opes Advisors March 2005 - Present
Wells Fargo Investments September 1994 - March 2005
Wells Fargo 1994 - 2005
Wells Fargo Private Client Services 1994 - 2005
Skills
Bonds
Education
Dartmouth College 1979 — 1983
Gretel Merrill's Opes Advisors Experience October 2004 - October 2010
Job Online Reputation Specialist
Industry Staffing and Recruiting
Experience
Robert Half International October 2010 - Present
Opes Advisors October 2004 - October 2010
First Horizon Home Loans January 2004 - October 2004
First Horizon Merchant Services April 2002 - December 2003
The Ascher Group 1997 - December 2001
Talbots 1992 - 1997
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Onboarding, Sourcing, Internet Recruiting, Talent Acquisition, Job Fairs, Resume Writing, Office Management, Temporary Placement, Technical Recruiting, Reputation Management
Education
Susquehanna University 1988 — 1992
Morristown Beard School 1982 — 1988
Robert Half International October 2010 - Present
Opes Advisors October 2004 - October 2010
First Horizon Home Loans January 2004 - October 2004
First Horizon Merchant Services April 2002 - December 2003
The Ascher Group 1997 - December 2001
Talbots 1992 - 1997
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Onboarding, Sourcing, Internet Recruiting, Talent Acquisition, Job Fairs, Resume Writing, Office Management, Temporary Placement, Technical Recruiting, Reputation Management
Education
Susquehanna University 1988 — 1992
Morristown Beard School 1982 — 1988
Misty Rizzo Figueiredo's Opes Advisors Experience December 2012 - August 2013
Job Eagle Home Mortgage
Industry Real Estate
Experience
Eagle Home Mortgage March 2014 - Present
MistyFigs November 1998 - Present
Opes Advisors December 2012 - August 2013
Access Information Management October 2006 - December 2012
Washington mutual mortgage 2002 - 2006
Paychex August 2002 - December 2002
Skills
Customer Relations, Public Relations, Microsoft Office, Problem Solving, Excel, Word, PowerPoint, Retail, Social Media, Writing, Graphic Design, Planning, Customer Service, Advertising, Event Management, Photoshop, HTML, Online Marketing, Web Design, Editing, Social Media Marketing, Promotions, Illustrator, Photography, Blogging, Administration, Outlook, Facebook, Accounting, Logo Design, Flyers, Outstanding Customer..., Inventory Management, Landscape Design, Microsoft Word, Account Management, Program Management, Access, Sales, Charity Work, Fundraising, Fundraisers, Event Photography, public awarness, Public Speaking, Salesforce.com, Microsoft Excel, Management
Education
Las Positas College 1998 — 2000
Livermore high school 1994 — 1996
Eagle Home Mortgage March 2014 - Present
MistyFigs November 1998 - Present
Opes Advisors December 2012 - August 2013
Access Information Management October 2006 - December 2012
Washington mutual mortgage 2002 - 2006
Paychex August 2002 - December 2002
Skills
Customer Relations, Public Relations, Microsoft Office, Problem Solving, Excel, Word, PowerPoint, Retail, Social Media, Writing, Graphic Design, Planning, Customer Service, Advertising, Event Management, Photoshop, HTML, Online Marketing, Web Design, Editing, Social Media Marketing, Promotions, Illustrator, Photography, Blogging, Administration, Outlook, Facebook, Accounting, Logo Design, Flyers, Outstanding Customer..., Inventory Management, Landscape Design, Microsoft Word, Account Management, Program Management, Access, Sales, Charity Work, Fundraising, Fundraisers, Event Photography, public awarness, Public Speaking, Salesforce.com, Microsoft Excel, Management
Education
Las Positas College 1998 — 2000
Livermore high school 1994 — 1996
Ashley Card's Opes Advisors Experience December 2008 - Present
Job Mortgage Advisor at Opes Advisors
Industry Banking
Experience
Opes Advisors December 2008 - Present
Wells Fargo Home Mortgage August 2006 - December 2008
Estila Salon August 2004 - November 2008
Princeton Capital December 2004 - August 2006
Skills
Educate and Advise..., Credit and Financial..., Thorough Understanding..., Customer Service, Current on Investor..., Loan Origination, Mortgage Underwriting, Creative Financing, Fixed Rate Mortgages, FHA Financing, Adjustable rate..., Super Jumbo, Tax Return Analysis, First Time Home Buyers, Investor Financing, TIC Financing, Quality Control, Mortgage Marketing..., Knowledge of Mortgage..., Knowledge of the Local..., Conduct Homebuyer..., Residential Mortgages, Refinance, Sales, Finance, Investment Properties, Real Estate, Sellers, Management
Education
Kaplan Real Estate 2005 — 2005
Real Estate Broker's License, Real Estate
California State University-Chico 1989 — 1994
Bachelor's Degree, Business Administration and International Business
Opes Advisors December 2008 - Present
Wells Fargo Home Mortgage August 2006 - December 2008
Estila Salon August 2004 - November 2008
Princeton Capital December 2004 - August 2006
Skills
Educate and Advise..., Credit and Financial..., Thorough Understanding..., Customer Service, Current on Investor..., Loan Origination, Mortgage Underwriting, Creative Financing, Fixed Rate Mortgages, FHA Financing, Adjustable rate..., Super Jumbo, Tax Return Analysis, First Time Home Buyers, Investor Financing, TIC Financing, Quality Control, Mortgage Marketing..., Knowledge of Mortgage..., Knowledge of the Local..., Conduct Homebuyer..., Residential Mortgages, Refinance, Sales, Finance, Investment Properties, Real Estate, Sellers, Management
Education
Kaplan Real Estate 2005 — 2005
Real Estate Broker's License, Real Estate
California State University-Chico 1989 — 1994
Bachelor's Degree, Business Administration and International Business
Robert Lipston's Opes Advisors Experience February 2014 - Present
Job Regional Director Pacific Northwest at Opes Advisors
Industry Real Estate
Experience
Opes Advisors February 2014 - Present
Sterling Savings Bank February 2009 - January 2014
SecurityNational Mortgage October 2008 - February 2009
Homecomings Financial March 2007 - October 2008
CTX Mortgage Company 1999 - 2007
Centex Home Equity-CTX Mortgage 1997 - 1999
Ford Consumer Finance 1993 - 1997
Itt Financial Services 1987 - 1993
Education
Central Washington University 1984 — 1987
Mercer Island High School
Opes Advisors February 2014 - Present
Sterling Savings Bank February 2009 - January 2014
SecurityNational Mortgage October 2008 - February 2009
Homecomings Financial March 2007 - October 2008
CTX Mortgage Company 1999 - 2007
Centex Home Equity-CTX Mortgage 1997 - 1999
Ford Consumer Finance 1993 - 1997
Itt Financial Services 1987 - 1993
Education
Central Washington University 1984 — 1987
Mercer Island High School
Char Nini Gueco's Opes Advisors Experience August 2010 - May 2013
Job Founder at AvantBarre
Industry Health, Wellness and Fitness
Experience
Avant-Barre June 2013 - Present
Opes Advisors August 2010 - May 2013
Wells Fargo Home Mortgage July 2006 - August 2010
Wells Fargo Bank February 2005 - June 2006
Deloitte September 2003 - February 2005
Skills
Mortgage Banking, Refinance, Mortgage Lending, Business Development, Financial Analysis, Customer Service, Investment Properties, Real Estate, Finance
Education
Santa Clara University 1999 — 2003
BS, Accounting
Saint Ignatius College Preparatory 1995 — 1999
Avant-Barre June 2013 - Present
Opes Advisors August 2010 - May 2013
Wells Fargo Home Mortgage July 2006 - August 2010
Wells Fargo Bank February 2005 - June 2006
Deloitte September 2003 - February 2005
Skills
Mortgage Banking, Refinance, Mortgage Lending, Business Development, Financial Analysis, Customer Service, Investment Properties, Real Estate, Finance
Education
Santa Clara University 1999 — 2003
BS, Accounting
Saint Ignatius College Preparatory 1995 — 1999
Jason Kenney's Opes Advisors Experience January 2013 - Present
Job Branch Manager / Mortgage Advisor at Opes Advisors, Inc.
Industry Financial Services
Experience
Opes Advisors January 2013 - Present
United Home Loan Co., Inc. May 2003 - December 2012
Skills
Refinance, Mortgage Lending, Loans, First Time Home Buyers, Real Estate, FHA, REO, Mortgage Banking, Finance, Real Estate Financing, Investment Properties, VA loans, Residential Mortgages, FHA Financing, Reverse Mortgages, VA Loans
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Opes Advisors January 2013 - Present
United Home Loan Co., Inc. May 2003 - December 2012
Skills
Refinance, Mortgage Lending, Loans, First Time Home Buyers, Real Estate, FHA, REO, Mortgage Banking, Finance, Real Estate Financing, Investment Properties, VA loans, Residential Mortgages, FHA Financing, Reverse Mortgages, VA Loans
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Randy Moniz's Opes Advisors Experience February 2014 - Present
Job Analyst and Underwriting Professional
Industry Banking
Experience
Opes Advisors February 2014 - Present
Chase February 2013 - November 2013
J & R Fence Inc. May 2008 - February 2013
Wachovia 2005 - 2007
Fremont Bank March 2003 - June 2005
New Haven Moving Equipment 2001 - 2003
Smith Barney 2000 - 2001
Skills
Short Sales, Loans, Customer Service, Underwriting, Management, Relationship Management, Private Banking, Merchant Services, Accounting, CRM, EDI, Microsoft Office, Project Management, Business Analysis, Data Analysis, Analytics, Mortgage Banking, Loan Origination, Risk Management, Finance, Sales, Mortgage Lending, Banking, Portfolio Management
Education
California State University-Hayward 2003 — 2007
Bachelor of Arts (B.A.), History
Chabot College 1997 — 2001
A.A., Liberal Studies
Mt.Eden
Opes Advisors February 2014 - Present
Chase February 2013 - November 2013
J & R Fence Inc. May 2008 - February 2013
Wachovia 2005 - 2007
Fremont Bank March 2003 - June 2005
New Haven Moving Equipment 2001 - 2003
Smith Barney 2000 - 2001
Skills
Short Sales, Loans, Customer Service, Underwriting, Management, Relationship Management, Private Banking, Merchant Services, Accounting, CRM, EDI, Microsoft Office, Project Management, Business Analysis, Data Analysis, Analytics, Mortgage Banking, Loan Origination, Risk Management, Finance, Sales, Mortgage Lending, Banking, Portfolio Management
Education
California State University-Hayward 2003 — 2007
Bachelor of Arts (B.A.), History
Chabot College 1997 — 2001
A.A., Liberal Studies
Mt.Eden
Amy Alich's Opes Advisors Experience March 2014 - Present
Job Underwriter at Opes Advisors
Industry Banking
Experience
Opes Advisors March 2014 - Present
RPM Mortgage March 2010 - July 2013
RPM Mortgage, Inc March 2007 - March 2010
Delta Lending Group July 2005 - March 2007
CFG 2000 - 2005
Skills
Mortgage, Underwriting, Loans, Mortgage Underwriting, FHA, Mortgage Lending, First Time Home Buyers, Loan Origination, Mortgage Banking, Funding, Residential Mortgages, Refinance, USDA
Education
Indiana University - Kelley School of Business 1992 — 1996
Opes Advisors March 2014 - Present
RPM Mortgage March 2010 - July 2013
RPM Mortgage, Inc March 2007 - March 2010
Delta Lending Group July 2005 - March 2007
CFG 2000 - 2005
Skills
Mortgage, Underwriting, Loans, Mortgage Underwriting, FHA, Mortgage Lending, First Time Home Buyers, Loan Origination, Mortgage Banking, Funding, Residential Mortgages, Refinance, USDA
Education
Indiana University - Kelley School of Business 1992 — 1996
Ed Gerety's Opes Advisors Experience November 2010 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors November 2010 - Present
MetLife Home Loans October 2008 - November 2010
First Horizon Home Loans October 1999 - October 2008
Elliot Ames April 1996 - October 1999
Alliance Mortgage/Capitola Funding/Corporate America Lending April 1990 - April 1996
Skills
Refinance, Real Estate, Loans, First Time Home Buyers, Financial Analysis, Finance, Investment Properties, Short Sales, VA loans, FHA, Mortgage Lending, REO, Real Estate Financing
Education
Santa Clara University 1988 — 1989
MBA, Business
Texas A&M University 1976 — 1980
Bachelor of Science
Opes Advisors November 2010 - Present
MetLife Home Loans October 2008 - November 2010
First Horizon Home Loans October 1999 - October 2008
Elliot Ames April 1996 - October 1999
Alliance Mortgage/Capitola Funding/Corporate America Lending April 1990 - April 1996
Skills
Refinance, Real Estate, Loans, First Time Home Buyers, Financial Analysis, Finance, Investment Properties, Short Sales, VA loans, FHA, Mortgage Lending, REO, Real Estate Financing
Education
Santa Clara University 1988 — 1989
MBA, Business
Texas A&M University 1976 — 1980
Bachelor of Science
Julie Thall's Opes Advisors Experience September 2010 - Present
Job Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors September 2010 - Present
Landmark Mortgage Group March 2010 - August 2010
RPM Mortgage Inc 2005 - February 2010
State Wide Home Loans 2001 - April 2005
The Learning Company October 1997 - April 2000
Mattel Interactive / The Learning Company 1999 - 2000
Mattel Interactive 1999 - 2000
Broderbund Software July 1991 - September 1997
Banner Blue Software July 1991 - August 1996
Banner Blue 1991 - 1995
Skills
Refinance, Mortgage Banking, Finance, Loans, Mortgage Lending, Real Estate, Residential Mortgages, Investments, FHA, Certified Mortgage..., Loan Origination, Residential Homes, VA loans, Underwriting, Sales, USDA, Real Estate Financing, FHA financing, Referrals, Mortgage Underwriting, First Time Home Buyers, Government Loans, Investment Properties
Education
California Polytechnic State University-San Luis Obispo 1982 — 1986
BS, Business, Marketing
Mission San Jose High School 1979 — 1982
Opes Advisors September 2010 - Present
Landmark Mortgage Group March 2010 - August 2010
RPM Mortgage Inc 2005 - February 2010
State Wide Home Loans 2001 - April 2005
The Learning Company October 1997 - April 2000
Mattel Interactive / The Learning Company 1999 - 2000
Mattel Interactive 1999 - 2000
Broderbund Software July 1991 - September 1997
Banner Blue Software July 1991 - August 1996
Banner Blue 1991 - 1995
Skills
Refinance, Mortgage Banking, Finance, Loans, Mortgage Lending, Real Estate, Residential Mortgages, Investments, FHA, Certified Mortgage..., Loan Origination, Residential Homes, VA loans, Underwriting, Sales, USDA, Real Estate Financing, FHA financing, Referrals, Mortgage Underwriting, First Time Home Buyers, Government Loans, Investment Properties
Education
California Polytechnic State University-San Luis Obispo 1982 — 1986
BS, Business, Marketing
Mission San Jose High School 1979 — 1982
Brian Dean's Opes Advisors Experience March 2013 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2013 - Present
First California Mortgage Company July 2010 - March 2013
Milestone Mortgage Partners March 2008 - July 2010
Milestone Mortgage Partners 2008 - July 2010
Countrywide January 2007 - September 2007
Countrywide Financial 2006 - 2007
Ownit Mortgage Solutions April 2004 - December 2006
Accredited Home Lenders January 1999 - April 2004
Amresco February 1997 - January 1999
Office Dynamics April 1995 - February 1997
Skills
Refinance, FHA, Mortgage Lending, Loan Origination, Mortgage Banking, Loans, Residential Mortgages, Credit Analysis, USDA, Sales, FHA financing, Real Estate, Leadership, Underwriting, B2B, Customer Service, Mortgage Underwriting, Finance, Certified Mortgage..., Cold Calling, Credit, VA loans, Marketing, Investment Properties, Investments, Government Loans, Real Estate Financing, Reverse Mortgages, Commercial Mortgages, Loss Mitigation, Mortgage Marketing, Home Equity Loans
Education
Baymonte Christian
Cabrillo College
San Lorenzo Valley
Opes Advisors March 2013 - Present
First California Mortgage Company July 2010 - March 2013
Milestone Mortgage Partners March 2008 - July 2010
Milestone Mortgage Partners 2008 - July 2010
Countrywide January 2007 - September 2007
Countrywide Financial 2006 - 2007
Ownit Mortgage Solutions April 2004 - December 2006
Accredited Home Lenders January 1999 - April 2004
Amresco February 1997 - January 1999
Office Dynamics April 1995 - February 1997
Skills
Refinance, FHA, Mortgage Lending, Loan Origination, Mortgage Banking, Loans, Residential Mortgages, Credit Analysis, USDA, Sales, FHA financing, Real Estate, Leadership, Underwriting, B2B, Customer Service, Mortgage Underwriting, Finance, Certified Mortgage..., Cold Calling, Credit, VA loans, Marketing, Investment Properties, Investments, Government Loans, Real Estate Financing, Reverse Mortgages, Commercial Mortgages, Loss Mitigation, Mortgage Marketing, Home Equity Loans
Education
Baymonte Christian
Cabrillo College
San Lorenzo Valley
Patrick Crawley's Opes Advisors Experience November 2013 - Present
Job Mortgage Advisor
Industry Real Estate
Experience
Opes Advisors November 2013 - Present
Infinity Lending Solutions September 2011 - November 2013
Dream Home Mortgage January 2003 - August 2011
Aerie Mortgage July 1997 - January 2003
Skills
Investment Properties, Refinance, Mortgage Lending, Management, Customer Service, Short Sales, Foreclosures, Residential Homes, REO, Investors, Sellers, Single Family Homes, First Time Home Buyers, Referrals, Selling, Residential Mortgages, Marketing, Rentals, Condos, New Home Sales, Negotiation, Listings, Loans, Real Estate, Contract Negotiation, Real Estate Transactions, Property Management, Sales, Mortgage Banking, Buyer Representation
Education
California State University-Los Angeles 1982 — 1986
Crespi High School
Crespi High School
Opes Advisors November 2013 - Present
Infinity Lending Solutions September 2011 - November 2013
Dream Home Mortgage January 2003 - August 2011
Aerie Mortgage July 1997 - January 2003
Skills
Investment Properties, Refinance, Mortgage Lending, Management, Customer Service, Short Sales, Foreclosures, Residential Homes, REO, Investors, Sellers, Single Family Homes, First Time Home Buyers, Referrals, Selling, Residential Mortgages, Marketing, Rentals, Condos, New Home Sales, Negotiation, Listings, Loans, Real Estate, Contract Negotiation, Real Estate Transactions, Property Management, Sales, Mortgage Banking, Buyer Representation
Education
California State University-Los Angeles 1982 — 1986
Crespi High School
Crespi High School
Robin Bikul's Opes Advisors Experience October 2013 - June 2014
Job Lead Processor, WJ Bradley
Industry Financial Services
Experience
WJ Bradley June 2014 - Present
Opes Advisors October 2013 - June 2014
Bank of America February 2012 - August 2013
Bank of America March 2005 - February 2012
Bank of America June 2003 - March 2005
Willow Street Woodfired Pizza March 2002 - June 2003
Applied Materials June 2001 - February 2002
Alpha Phi International Sorority January 2000 - December 2000
Skills
Credit, Loans, Mortgage Banking, Banking, Mortgage Lending, Credit Analysis, Refinance, Commercial Banking, Risk Management, Portfolio Management, Residential Mortgages, Underwriting, FHA, Investments, Small Business Lending, Team Building, Commercial Lending, Loan Origination, Management, Leadership, Finance, Long-term Customer..., Sales
Education
Santa Clara University 1998 — 2002
BS, Business Finance
WJ Bradley June 2014 - Present
Opes Advisors October 2013 - June 2014
Bank of America February 2012 - August 2013
Bank of America March 2005 - February 2012
Bank of America June 2003 - March 2005
Willow Street Woodfired Pizza March 2002 - June 2003
Applied Materials June 2001 - February 2002
Alpha Phi International Sorority January 2000 - December 2000
Skills
Credit, Loans, Mortgage Banking, Banking, Mortgage Lending, Credit Analysis, Refinance, Commercial Banking, Risk Management, Portfolio Management, Residential Mortgages, Underwriting, FHA, Investments, Small Business Lending, Team Building, Commercial Lending, Loan Origination, Management, Leadership, Finance, Long-term Customer..., Sales
Education
Santa Clara University 1998 — 2002
BS, Business Finance
May Montana's Opes Advisors Experience June 2013 - August 2014
Job Sales Manager Mortgage Advisor at Guild Mortgage Company
Industry Real Estate
Experience
Guild Mortgage September 2014 - Present
Opes Advisors June 2013 - August 2014
CalCon Mutual Mortgage December 2012 - June 2013
Guarantee Mortgage March 2006 - December 2012
RPM Mortgage January 2004 - March 2006
Asia Pacific Groups January 2003 - January 2004
Trinity Capital May 1992 - May 2000
Security Pacific Leasing Corporation div. of Security Pacific Bank January 1989 - May 1992
Skills
FHA, Refinance, Investment Properties, Mortgage Lending, FHA financing, Mortgage Banking, Financial Goals, New Business Development, Real Estate, HUD, Residential Homes, Real Estate Financing, Loans, First Time Home Buyers, Market Research, Condos, Banking, VA loans, Credit, Loan Origination, Strategic Negotiations, Finance, Collaborative Problem..., Issue Resolution, Single Family Homes, Construction Loans, Mortgage Underwriting, Certified Mortgage..., Government Loans, USDA, Real Estate Economics, Reverse Mortgages, Home Equity Loans, Commercial Mortgages, Customer Satisfaction, FHA Financing, VA Loans
Education
San Francisco State University 1989 — 1993
Guild Mortgage September 2014 - Present
Opes Advisors June 2013 - August 2014
CalCon Mutual Mortgage December 2012 - June 2013
Guarantee Mortgage March 2006 - December 2012
RPM Mortgage January 2004 - March 2006
Asia Pacific Groups January 2003 - January 2004
Trinity Capital May 1992 - May 2000
Security Pacific Leasing Corporation div. of Security Pacific Bank January 1989 - May 1992
Skills
FHA, Refinance, Investment Properties, Mortgage Lending, FHA financing, Mortgage Banking, Financial Goals, New Business Development, Real Estate, HUD, Residential Homes, Real Estate Financing, Loans, First Time Home Buyers, Market Research, Condos, Banking, VA loans, Credit, Loan Origination, Strategic Negotiations, Finance, Collaborative Problem..., Issue Resolution, Single Family Homes, Construction Loans, Mortgage Underwriting, Certified Mortgage..., Government Loans, USDA, Real Estate Economics, Reverse Mortgages, Home Equity Loans, Commercial Mortgages, Customer Satisfaction, FHA Financing, VA Loans
Education
San Francisco State University 1989 — 1993
Gabrielle Torrey's Opes Advisors Experience February 2014 - June 2015
Job Sr Underwriter
Industry Financial Services
Experience
Mountain West Financial, Inc. July 2015 - Present
Opes Advisors February 2014 - June 2015
Mason McDuffie Mortgage Corporation November 2010 - January 2014
Mason-McDuffie Mortgage July 2009 - November 2010
Aerotek January 2009 - July 2009
First NLC Financial Services, LLC February 2005 - June 2007
Ameriquest Mortgage Company August 2004 - January 2005
US Army November 2000 - December 2003
Skills
Mortgage Lending, FHA, Loans, Underwriting, Investment Properties, Refinance, Mortgage Banking, USDA, FHA financing, VA loans, Loan Origination, Mortgage Underwriting, Government Loans, Reverse Mortgages, Residential Mortgages
Education
San Joaquin Delta College 2004 — 2008
AA, Business
Central Texas College 2003 — 2003
Mountain West Financial, Inc. July 2015 - Present
Opes Advisors February 2014 - June 2015
Mason McDuffie Mortgage Corporation November 2010 - January 2014
Mason-McDuffie Mortgage July 2009 - November 2010
Aerotek January 2009 - July 2009
First NLC Financial Services, LLC February 2005 - June 2007
Ameriquest Mortgage Company August 2004 - January 2005
US Army November 2000 - December 2003
Skills
Mortgage Lending, FHA, Loans, Underwriting, Investment Properties, Refinance, Mortgage Banking, USDA, FHA financing, VA loans, Loan Origination, Mortgage Underwriting, Government Loans, Reverse Mortgages, Residential Mortgages
Education
San Joaquin Delta College 2004 — 2008
AA, Business
Central Texas College 2003 — 2003
Annie Podesta's Opes Advisors Experience November 2011 - November 2014
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2015 - Present
Kal Financial December 2014 - August 2015
Opes Advisors November 2011 - November 2014
Bank of America January 2011 - October 2011
The Loan Source, Inc. July 2010 - January 2011
Bank of America Mortgage November 2006 - June 2010
Skills
Mortgage Lending, FHA, First Time Home Buyers, Loans, Banking, Refinance, Loan Origination, Investment Properties, Mortgage Banking, Real Estate Financing, Real Estate Transactions, Residential Mortgages, VA loans, FHA financing, Financial Analysis, Valuation, Condos, Real Estate
Education
St. Francis High School 1994 — 1998
San Diego State University-California State University
Wells Fargo Home Mortgage August 2015 - Present
Kal Financial December 2014 - August 2015
Opes Advisors November 2011 - November 2014
Bank of America January 2011 - October 2011
The Loan Source, Inc. July 2010 - January 2011
Bank of America Mortgage November 2006 - June 2010
Skills
Mortgage Lending, FHA, First Time Home Buyers, Loans, Banking, Refinance, Loan Origination, Investment Properties, Mortgage Banking, Real Estate Financing, Real Estate Transactions, Residential Mortgages, VA loans, FHA financing, Financial Analysis, Valuation, Condos, Real Estate
Education
St. Francis High School 1994 — 1998
San Diego State University-California State University
Phili Nguyen's Opes Advisors Experience February 2012 - August 2015
Job Administrative Assistant at Apple
Industry Computer Hardware
Experience
Opes Advisors February 2012 - August 2015
Oxygen Cloud December 2011 - February 2012
New Penn Financial, LLC September 2011 - November 2011
Opes Advisors October 2010 - September 2011
Wilmington Finance December 2005 - April 2008
Skills
Refinance, Mortgage Lending, Mortgage Banking, FHA, Loan Servicing, Mortgage Servicing, Loan Origination, Credit Analysis, Portfolio Management, Investors, Residential Mortgages, Loans, Mortgage Underwriting
Education
California State University-East Bay 2009 — 2011
Masters, English
California State University-East Bay 2002 — 2006
BS, Business Administration-Accounting
Opes Advisors February 2012 - August 2015
Oxygen Cloud December 2011 - February 2012
New Penn Financial, LLC September 2011 - November 2011
Opes Advisors October 2010 - September 2011
Wilmington Finance December 2005 - April 2008
Skills
Refinance, Mortgage Lending, Mortgage Banking, FHA, Loan Servicing, Mortgage Servicing, Loan Origination, Credit Analysis, Portfolio Management, Investors, Residential Mortgages, Loans, Mortgage Underwriting
Education
California State University-East Bay 2009 — 2011
Masters, English
California State University-East Bay 2002 — 2006
BS, Business Administration-Accounting
Adam Gensler's Opes Advisors Experience September 2010 - October 2011
Job Senior Manager at Frank, Rimerman + Co. LLP
Industry Financial Services
Experience
Frank, Rimerman + Co. LLP January 2012 - Present
Opes Advisors September 2010 - October 2011
Galileo Planning Group, Inc. January 2007 - August 2010
Brownson, Rehmus & Foxworth October 2004 - December 2006
Frank, Rimerman & Co. August 2001 - August 2004
Arthur Andersen 1994 - 2000
Education
Cornell University 1989 — 1993
B.A., Art History, Economics
Dale Carnegie
Frank, Rimerman + Co. LLP January 2012 - Present
Opes Advisors September 2010 - October 2011
Galileo Planning Group, Inc. January 2007 - August 2010
Brownson, Rehmus & Foxworth October 2004 - December 2006
Frank, Rimerman & Co. August 2001 - August 2004
Arthur Andersen 1994 - 2000
Education
Cornell University 1989 — 1993
B.A., Art History, Economics
Dale Carnegie
Joseph Wier's Opes Advisors Experience August 2011 - November 2011
Job Real Estate Closing Officer at Torrey Pines Bank
Industry Health, Wellness and Fitness
Experience
Torrey Pines Bank February 2013 - Present
Certified Massage Therapist August 2010 - Present
Healing Through Touch Massage October 2011 - November 2012
Opes Advisors August 2011 - November 2011
Bank of America April 2010 - July 2011
MetLife Home Loans January 2005 - March 2010
First Horizon Home Loans March 2001 - December 2004
NBC Internet June 1997 - December 2000
Skills
FHA, Customer Service, Banking, Deep Tissue Massage, First Time Home Buyers, Loan Origination, Loans, Mortgage Lending, Residential Homes, Sales, Swedish, Therapeutic Massage, Underwriting
Education
National Holistic Institute 2010 — 2011
C.M.T., Massage Therapy
San Francisco State University 1984 — 1988
B.A., Industrial Arts
Merritt College 1982 — 1984
A.A., General Education
Torrey Pines Bank February 2013 - Present
Certified Massage Therapist August 2010 - Present
Healing Through Touch Massage October 2011 - November 2012
Opes Advisors August 2011 - November 2011
Bank of America April 2010 - July 2011
MetLife Home Loans January 2005 - March 2010
First Horizon Home Loans March 2001 - December 2004
NBC Internet June 1997 - December 2000
Skills
FHA, Customer Service, Banking, Deep Tissue Massage, First Time Home Buyers, Loan Origination, Loans, Mortgage Lending, Residential Homes, Sales, Swedish, Therapeutic Massage, Underwriting
Education
National Holistic Institute 2010 — 2011
C.M.T., Massage Therapy
San Francisco State University 1984 — 1988
B.A., Industrial Arts
Merritt College 1982 — 1984
A.A., General Education
Nolan Misitano's Opes Advisors Experience May 2009 - Present
Job Mortgage Production Manager at Opes Advisors, Inc.
Industry Financial Services
Experience
Opes Advisors May 2009 - Present
Skills
Investments, Financial Analysis, Microsoft Office, Finance
Education
San Francisco State University, College of Business 2009 — 2012
MBA
University of Hawaii at Hilo 2002 — 2006
BA, Marine Science
Konawaena
Opes Advisors May 2009 - Present
Skills
Investments, Financial Analysis, Microsoft Office, Finance
Education
San Francisco State University, College of Business 2009 — 2012
MBA
University of Hawaii at Hilo 2002 — 2006
BA, Marine Science
Konawaena
Alfie Icasas's Opes Advisors Experience September 2014 - Present
Job Business Analyst at Opes Advisors
Industry Information Technology and Services
Experience
Opes Advisors September 2014 - Present
Kalio January 2006 - August 2014
Arthur Andersen & Co. 1992 - 2000
Skills
Business Intelligence, SSRS, Microsoft SQL Server, Great Plains Software, Microsoft Dynamics, Microsoft CRM, ERP, SDLC, Business Analysis, SaaS, Enterprise Software, Process Improvement, SharePoint, Visio, Solution Architecture, Crystal Reports, Cloud Computing, CRM, Software Development, Business Process, Integration, Financials, SQL
Education
De La Salle University 1988 — 1992
BSBA, Computer Applications
San Beda College 1981 — 1986
HS
Opes Advisors September 2014 - Present
Kalio January 2006 - August 2014
Arthur Andersen & Co. 1992 - 2000
Skills
Business Intelligence, SSRS, Microsoft SQL Server, Great Plains Software, Microsoft Dynamics, Microsoft CRM, ERP, SDLC, Business Analysis, SaaS, Enterprise Software, Process Improvement, SharePoint, Visio, Solution Architecture, Crystal Reports, Cloud Computing, CRM, Software Development, Business Process, Integration, Financials, SQL
Education
De La Salle University 1988 — 1992
BSBA, Computer Applications
San Beda College 1981 — 1986
HS
Christina Fong's Opes Advisors Experience October 2010 - September 2011
Job Business Finance Senior Analyst at Pacific Gas and Electric Company
Industry Research
Experience
Pacific Gas and Electric Company August 2015 - Present
Pacific Gas and Electric Company August 2014 - Present
Pacific Gas and Electric Company November 2013 - August 2014
Market Logic Software 2013 - April 2013
Opes Advisors October 2010 - September 2011
UCSB Facilities and Planning June 2006 - June 2009
International Business-Government Counsellors January 2009 - April 2009
Skills
Mandarin, Market Research, Social Media, German, Analysis for Office, SAP Warehouse and..., SharePoint, Macro VBA, Business Strategy, Strategy
Education
Berlin School of Economics and Law 2011 — 2013
Master of Arts (M.A.), International Economics
Beijing Language and Culture University 2010 — 2010
Chinese
University of California, Santa Barbara 2005 — 2009
BA, Economics
Pacific Gas and Electric Company August 2015 - Present
Pacific Gas and Electric Company August 2014 - Present
Pacific Gas and Electric Company November 2013 - August 2014
Market Logic Software 2013 - April 2013
Opes Advisors October 2010 - September 2011
UCSB Facilities and Planning June 2006 - June 2009
International Business-Government Counsellors January 2009 - April 2009
Skills
Mandarin, Market Research, Social Media, German, Analysis for Office, SAP Warehouse and..., SharePoint, Macro VBA, Business Strategy, Strategy
Education
Berlin School of Economics and Law 2011 — 2013
Master of Arts (M.A.), International Economics
Beijing Language and Culture University 2010 — 2010
Chinese
University of California, Santa Barbara 2005 — 2009
BA, Economics
Jenny Yin Chen's Opes Advisors Experience June 2009 - Present
Job Staff Accountant at Opes Advisors
Industry Accounting
Experience
Opes Advisors June 2009 - Present
Accountemps August 2008 - October 2008
ANDA Networks 2008 - 2008
Education
Becker CPA Review 2007 — 2008
San Jose State University 2005 — 2007
BS in Business, Accounting
Opes Advisors June 2009 - Present
Accountemps August 2008 - October 2008
ANDA Networks 2008 - 2008
Education
Becker CPA Review 2007 — 2008
San Jose State University 2005 — 2007
BS in Business, Accounting
Ryan Ki's Opes Advisors Experience 2009 - Present
Job Investment Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors 2009 - Present
Opes Advisors 2009 - Present
MaxReal Financial 2007 - 2009
Education
Stanford University
Opes Advisors 2009 - Present
Opes Advisors 2009 - Present
MaxReal Financial 2007 - 2009
Education
Stanford University
Harjeet Saini's Opes Advisors Experience September 2014 - October 2014
Job MBA Graduate
Industry Market Research
Experience
Opes Advisors September 2014 - October 2014
Tesco November 2009 - October 2011
Tesco November 2008 - October 2009
Intel Net Global Services, Chandigarh India June 2008 - October 2008
Intel Net Global Services December 2007 - June 2008
Paonta Sahib School District (Public/Government School) February 2007 - December 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Teamwork, Performance Management, Time Management, Data Entry, Customer Service..., Tableau, Scrum, SQL, Knowledge of Data..., ETL Developments and..., Human Resources, Employee Relations, Recruiting, Training, Applicant Tracking..., Leadership, Ultipro Software, Executive Coaching
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Human Resource, 3.78
Albert College 2008 — 2010
Post Graduate Diploma in Strategic Business Information Technology, Business Information Technology, A+
Himachal Pradesh University 2001 — 2004
Bachelor of Arts (B.A.), Economics and Sociology
Opes Advisors September 2014 - October 2014
Tesco November 2009 - October 2011
Tesco November 2008 - October 2009
Intel Net Global Services, Chandigarh India June 2008 - October 2008
Intel Net Global Services December 2007 - June 2008
Paonta Sahib School District (Public/Government School) February 2007 - December 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Teamwork, Performance Management, Time Management, Data Entry, Customer Service..., Tableau, Scrum, SQL, Knowledge of Data..., ETL Developments and..., Human Resources, Employee Relations, Recruiting, Training, Applicant Tracking..., Leadership, Ultipro Software, Executive Coaching
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Human Resource, 3.78
Albert College 2008 — 2010
Post Graduate Diploma in Strategic Business Information Technology, Business Information Technology, A+
Himachal Pradesh University 2001 — 2004
Bachelor of Arts (B.A.), Economics and Sociology
Steve Knotts's Opes Advisors Experience January 2015 - Present
Job Mortgage Advisor at OPES Advisors
Industry Financial Services
Experience
OPES Advisors January 2015 - Present
Prospect Mortgage, LLC May 2014 - Present
Sierra Pacific Mortgage Company, Inc. November 2012 - April 2014
Western Mortgage (Realty) Corp. January 2009 - January 2011
Skills
FHA
Education
California State University, Fresno 1977 — 1979
OPES Advisors January 2015 - Present
Prospect Mortgage, LLC May 2014 - Present
Sierra Pacific Mortgage Company, Inc. November 2012 - April 2014
Western Mortgage (Realty) Corp. January 2009 - January 2011
Skills
FHA
Education
California State University, Fresno 1977 — 1979
Celina Martinez's Opes Advisors Experience January 2011 - August 2012
Job Project Manager
Industry Legal Services
Experience
LMA Law, LLP April 2014 - Present
Landmark Mortgage Group, a division of Opes Advisors August 2012 - January 2014
Opes Advisors January 2011 - August 2012
Opes Advisors 2009 - December 2010
Realtycomp.com March 2007 - November 2009
Golden State Mortgage October 2005 - March 2007
American Family Funding February 2002 - October 2005
Skills
Mortgage Lending, FHA, Mortgage, Joomla, Web Content Management, Credit, Customer Service, Banking, Internal Communications, Communications Strategy, Staff Training, Fannie Mae, Freddie Mac, Investor Relations, Mortgage Underwriting, RESPA, Mortgage Processing, Credit Risk, Mortgage Banking, Customer Relations, Refinance, Loan Origination, First Time Home Buyers, Investment Properties
Education
Arizona State University 2015 — 2017
Bachelor's Degree, Business (Global Logistics Management)
Kaplan University
Associate's Degree, Paralegal Studies
LMA Law, LLP April 2014 - Present
Landmark Mortgage Group, a division of Opes Advisors August 2012 - January 2014
Opes Advisors January 2011 - August 2012
Opes Advisors 2009 - December 2010
Realtycomp.com March 2007 - November 2009
Golden State Mortgage October 2005 - March 2007
American Family Funding February 2002 - October 2005
Skills
Mortgage Lending, FHA, Mortgage, Joomla, Web Content Management, Credit, Customer Service, Banking, Internal Communications, Communications Strategy, Staff Training, Fannie Mae, Freddie Mac, Investor Relations, Mortgage Underwriting, RESPA, Mortgage Processing, Credit Risk, Mortgage Banking, Customer Relations, Refinance, Loan Origination, First Time Home Buyers, Investment Properties
Education
Arizona State University 2015 — 2017
Bachelor's Degree, Business (Global Logistics Management)
Kaplan University
Associate's Degree, Paralegal Studies
Michele Somers's Opes Advisors Experience May 2015 - Present
Job Mortgage Underwriter
Industry Banking
Experience
Opes Advisors May 2015 - Present
Pacific Union Financial, LLC October 2010 - May 2011
Franklin American Mortgage Company July 2009 - October 2010
MGIC May 2003 - July 2009
National City Mortgage October 2001 - April 2003
North American Mortgage Corporation June 1999 - May 2001
Skills
Residential Mortgages, Mortgage Banking, Refinance, Credit, Mortgage Underwriting, Mortgage Lending
Education
Kaplan University 2011 — 2013
Master of Business Administration (MBA)
North Carolina State University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Opes Advisors May 2015 - Present
Pacific Union Financial, LLC October 2010 - May 2011
Franklin American Mortgage Company July 2009 - October 2010
MGIC May 2003 - July 2009
National City Mortgage October 2001 - April 2003
North American Mortgage Corporation June 1999 - May 2001
Skills
Residential Mortgages, Mortgage Banking, Refinance, Credit, Mortgage Underwriting, Mortgage Lending
Education
Kaplan University 2011 — 2013
Master of Business Administration (MBA)
North Carolina State University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Cristina Cunniff's Opes Advisors Experience June 2011 - Present
Job Loan Coordinator/PreProcessor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors June 2011 - Present
Opes Advisors January 2011 - June 2012
J.Crew March 2010 - February 2012
Opes Advisors November 2010 - January 2011
Castles and Cottages Home Decor & Gifts June 2008 - March 2010
Offereins, Janda, Roe & McCahan Certified Public Accountants October 2005 - July 2006
Skills
VA loans, Mortgage Banking, Calyx Point, Refinance, FHA, Mortgage Lending, Residential Mortgages, Credit, Outlook, Microsoft Word, ShoreTel, Loans, Finance, FHA financing, Real Estate Financing, Credit Analysis, Reverse Mortgages, Sales, Relationship Management, Customer Service, Condos, Training
Education
Cal Poly Pomona
Finance, Real Estate, and Law
Branham High School
High School Diploma
Opes Advisors June 2011 - Present
Opes Advisors January 2011 - June 2012
J.Crew March 2010 - February 2012
Opes Advisors November 2010 - January 2011
Castles and Cottages Home Decor & Gifts June 2008 - March 2010
Offereins, Janda, Roe & McCahan Certified Public Accountants October 2005 - July 2006
Skills
VA loans, Mortgage Banking, Calyx Point, Refinance, FHA, Mortgage Lending, Residential Mortgages, Credit, Outlook, Microsoft Word, ShoreTel, Loans, Finance, FHA financing, Real Estate Financing, Credit Analysis, Reverse Mortgages, Sales, Relationship Management, Customer Service, Condos, Training
Education
Cal Poly Pomona
Finance, Real Estate, and Law
Branham High School
High School Diploma
Sara Pruitt's Opes Advisors Experience March 2010 - Present
Job Processing Manager at Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2010 - Present
Education
California State University-Stanislaus 2001 — 2003
Bachelor of Arts (BA), Criminal Justice and Corrections
Modesto Junior College 1998 — 2001
Associate of Arts (AA), General Studies
Opes Advisors March 2010 - Present
Education
California State University-Stanislaus 2001 — 2003
Bachelor of Arts (BA), Criminal Justice and Corrections
Modesto Junior College 1998 — 2001
Associate of Arts (AA), General Studies
Bonny Aguilar's Opes Advisors Experience September 2013 - May 2014
Job Loan Processor III at Guild Mortgage
Industry Financial Services
Experience
Guild Mortgage May 2014 - Present
Opes Advisors September 2013 - May 2014
RFC April 2013 - September 2013
Western Bancorp August 2012 - April 2013
Bank of America March 2005 - July 2012
Skills
FHA financing, VA loans, Underwriting, Credit, Mortgage Servicing, Home Equity Loans, Consumer Lending, Non-Conforming, Loan Servicing, Home Equity Lines of..., Banking, Calyx Point, Real Estate Financing, Appraisals, Credit Risk, FHA Financing, Investment Properties, VA Loans
Education
San Jose City College
Guild Mortgage May 2014 - Present
Opes Advisors September 2013 - May 2014
RFC April 2013 - September 2013
Western Bancorp August 2012 - April 2013
Bank of America March 2005 - July 2012
Skills
FHA financing, VA loans, Underwriting, Credit, Mortgage Servicing, Home Equity Loans, Consumer Lending, Non-Conforming, Loan Servicing, Home Equity Lines of..., Banking, Calyx Point, Real Estate Financing, Appraisals, Credit Risk, FHA Financing, Investment Properties, VA Loans
Education
San Jose City College
Catherine Hoover's Opes Advisors Experience October 2012 - March 2013
Job Technical Support Private Contractor
Industry Consumer Goods
Experience
Private Contractor July 2015 - Present
Inland Metal Technologies September 2014 - July 2015
Back Forty Texas BBQ March 2014 - September 2014
jcpenney October 2013 - January 2014
Commerce Mortgage March 2013 - July 2013
Opes Advisors October 2012 - March 2013
Inland Metal Technologies April 2012 - January 2013
GameStop November 2011 - January 2012
Zumiez November 2010 - May 2011
Skills
Outlook, Customer Service, Recruiting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sales, Social Networking, Management, Social Media, Human Resources, Marketing, Research, Employee Relations, Customer Satisfaction, Public Speaking, Team Building, Teamwork, Data Entry, Event Management, Retail
Education
Diablo Valley College 2013 — 2016
Associate's degree, Psychology
Private Contractor July 2015 - Present
Inland Metal Technologies September 2014 - July 2015
Back Forty Texas BBQ March 2014 - September 2014
jcpenney October 2013 - January 2014
Commerce Mortgage March 2013 - July 2013
Opes Advisors October 2012 - March 2013
Inland Metal Technologies April 2012 - January 2013
GameStop November 2011 - January 2012
Zumiez November 2010 - May 2011
Skills
Outlook, Customer Service, Recruiting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sales, Social Networking, Management, Social Media, Human Resources, Marketing, Research, Employee Relations, Customer Satisfaction, Public Speaking, Team Building, Teamwork, Data Entry, Event Management, Retail
Education
Diablo Valley College 2013 — 2016
Associate's degree, Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY