Provident Funding Associates L.P.
Industry: Company
DescriptionFounded: 1992 Subsidiaries: PFG Finance Corp,
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Provident Funding Associates L.P. Employees
Employee
Years
Job
Industry
Jason Sitzman Jason Sitzman's Provident Funding Associates L.P. Experience June 2011 - Present
Job Information Technology at Provident Funding
Industry Financial Services
Experience
Provident Funding Associates L.P. June 2011 - Present
LenderVend January 2009 - January 2011
Skills
Change Management, Mortgage Lending, Project Management, Mortgage Banking, Business Development, Program Management, Software Project..., Analysis, Banking, Loans, Financial Modeling, Process Improvement, Real Estate, Risk Management, Vendor Management, Product Management, Investment Properties
Education
University of California, Riverside 1998 — 2002
BA, Economics
Provident Funding Associates L.P. June 2011 - Present
LenderVend January 2009 - January 2011
Skills
Change Management, Mortgage Lending, Project Management, Mortgage Banking, Business Development, Program Management, Software Project..., Analysis, Banking, Loans, Financial Modeling, Process Improvement, Real Estate, Risk Management, Vendor Management, Product Management, Investment Properties
Education
University of California, Riverside 1998 — 2002
BA, Economics
Arielle Wolfson Arielle Wolfson's Provident Funding Associates L.P. Experience February 2013 - May 2014
Job Loan Portfolio Associate at The Reinvestment Fund
Industry Financial Services
Experience
The Reinvestment Fund June 2014 - Present
Provident Funding Associates L.P. February 2013 - May 2014
Promontory Financial Group, LLC 2012 - 2013
Skills
Loans, Portfolio Management, Fire Eating, Credit
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), History, Alumni
The Reinvestment Fund June 2014 - Present
Provident Funding Associates L.P. February 2013 - May 2014
Promontory Financial Group, LLC 2012 - 2013
Skills
Loans, Portfolio Management, Fire Eating, Credit
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), History, Alumni
Bobbi Ray Bobbi Ray's Provident Funding Associates L.P. Experience January 2010 - August 2011
Job Senior Internal Auditor at WilliamsSonoma, Inc.
Industry Consumer Goods
Experience
Williams-Sonoma, Inc. October 2014 - Present
Protiviti August 2011 - October 2014
Provident Funding Associates L.P. January 2010 - August 2011
Belcaro Group August 2009 - January 2010
COhomefinder.com January 2009 - July 2009
Acquire August 2008 - January 2009
Kroenke Sports Enterprises May 2008 - August 2008
Skills
Financial Modeling, Strategic Planning, Social Media Marketing, Marketing, Microsoft Office, Marketing Strategy, Financial Analysis, Social Networking, Public Relations, Microsoft Excel, PowerPoint, Analysis, Advertising, Microsoft Word, Internal Audit, Process Improvement, Process Flow..., Sarbanes-Oxley, Internal Controls, Real Estate Financing, Real Estate, Sarbanes-Oxley Act, Finance, Management, Budgets, Sales, Business Process, Risk Management
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors of Business Administration, Finance and Real Estate
Williams-Sonoma, Inc. October 2014 - Present
Protiviti August 2011 - October 2014
Provident Funding Associates L.P. January 2010 - August 2011
Belcaro Group August 2009 - January 2010
COhomefinder.com January 2009 - July 2009
Acquire August 2008 - January 2009
Kroenke Sports Enterprises May 2008 - August 2008
Skills
Financial Modeling, Strategic Planning, Social Media Marketing, Marketing, Microsoft Office, Marketing Strategy, Financial Analysis, Social Networking, Public Relations, Microsoft Excel, PowerPoint, Analysis, Advertising, Microsoft Word, Internal Audit, Process Improvement, Process Flow..., Sarbanes-Oxley, Internal Controls, Real Estate Financing, Real Estate, Sarbanes-Oxley Act, Finance, Management, Budgets, Sales, Business Process, Risk Management
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors of Business Administration, Finance and Real Estate
Jeff Chiang Jeff Chiang's Provident Funding Associates L.P. Experience July 2011 - November 2013
Job Accountant
Industry Accounting
Experience
Butler, Shine, Stern & Partners November 2013 - Present
Provident Funding Associates L.P. July 2011 - November 2013
Pacific Sunwear December 2009 - January 2011
Ineffable Music Group June 2010 - September 2010
Lucky Supermarket June 2008 - September 2009
Skills
Customer Service, General Ledger, Financial Accounting, Account Reconciliation, ACH, Brokers, Cost Accounting, Leadership, Analysis
Education
University of California, Santa Cruz 2007 — 2011
B.A., Business Management Economics
John Swett High School 2003 — 2007
H.S.D.
Butler, Shine, Stern & Partners November 2013 - Present
Provident Funding Associates L.P. July 2011 - November 2013
Pacific Sunwear December 2009 - January 2011
Ineffable Music Group June 2010 - September 2010
Lucky Supermarket June 2008 - September 2009
Skills
Customer Service, General Ledger, Financial Accounting, Account Reconciliation, ACH, Brokers, Cost Accounting, Leadership, Analysis
Education
University of California, Santa Cruz 2007 — 2011
B.A., Business Management Economics
John Swett High School 2003 — 2007
H.S.D.
Stephen Switucha Stephen Switucha's Provident Funding Associates L.P. Experience June 2012 - July 2014
Job Business and Reporting Analyst at Colorado Federal Savings Bank
Industry Financial Services
Experience
Colorado Federal Savings Bank July 2014 - Present
Provident Funding Associates L.P. June 2012 - July 2014
University of Pittsburgh August 2011 - March 2012
Velocity Solutions Ltd. (Hong Kong) May 2011 - August 2011
Skills
Excel, Word, Salesforce.com, Microsoft Office, Time Management, Teamwork, Account Management, Research, Team Building, Coaching, Finance, Project Management, Financial Analysis, Portfolio Management, PowerPoint, Data Analysis, Market Research, Credit Analysis, Credit, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Social Networking, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2012
Bachelor's of Science in Business Administration, Finance and Economics, 3.4
Conestoga High School 2004 — 2008
Colorado Federal Savings Bank July 2014 - Present
Provident Funding Associates L.P. June 2012 - July 2014
University of Pittsburgh August 2011 - March 2012
Velocity Solutions Ltd. (Hong Kong) May 2011 - August 2011
Skills
Excel, Word, Salesforce.com, Microsoft Office, Time Management, Teamwork, Account Management, Research, Team Building, Coaching, Finance, Project Management, Financial Analysis, Portfolio Management, PowerPoint, Data Analysis, Market Research, Credit Analysis, Credit, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Social Networking, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2012
Bachelor's of Science in Business Administration, Finance and Economics, 3.4
Conestoga High School 2004 — 2008
Todd Diedrich Todd Diedrich's Provident Funding Associates L.P. Experience December 2010 - February 2012
Job Mortgage Underwriter at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank May 2015 - Present
MB Financial Bank August 2014 - May 2015
MB Financial Bank February 2013 - August 2014
MB Financial Bank February 2012 - February 2013
Provident Funding Associates L.P. December 2010 - February 2012
Provident Funding Associates L.P. August 2010 - December 2010
Northwestern Mutual May 2009 - August 2009
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Loan Origination, Consumer Lending, Retail Banking, Lines Of Credit, Underwriting, Mortgage Banking, Financial Analysis, Credit Risk, Residential Mortgages
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Agricultural and Consumer Economics
MB Financial Bank May 2015 - Present
MB Financial Bank August 2014 - May 2015
MB Financial Bank February 2013 - August 2014
MB Financial Bank February 2012 - February 2013
Provident Funding Associates L.P. December 2010 - February 2012
Provident Funding Associates L.P. August 2010 - December 2010
Northwestern Mutual May 2009 - August 2009
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Loan Origination, Consumer Lending, Retail Banking, Lines Of Credit, Underwriting, Mortgage Banking, Financial Analysis, Credit Risk, Residential Mortgages
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Agricultural and Consumer Economics
Darren Kwong Darren Kwong's Provident Funding Associates L.P. Experience July 2007 - October 2010
Job Assistant Account Manager at Fourandhalf Internet Marketing for Property Managers
Industry Internet
Experience
Fourandhalf - Internet Marketing for Property Managers February 2015 - Present
Self-Employed July 2013 - April 2015
Advance Response, LLC October 2014 - January 2015
Opes Advisors November 2010 - July 2013
Provident Funding Associates L.P. July 2007 - October 2010
Boy Scouts of America September 2006 - May 2007
Wells Fargo Home Mortgage May 2006 - August 2006
Enterprise Rent-A-Car June 2005 - August 2005
Skills
Google Adwords, HTML, CSS, JavaScript, jQuery, Mortgage Lending, Mortgage Banking, Refinance, Retail Banking, Loans, Credit, Loan Origination, Mortgage Underwriting, Risk Management, Residential Mortgages, Management, Sales, REO, Short Sales, Marketing Strategy, Training & Development, Training, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint
Education
University of California, Riverside 2002 — 2006
BS, Business Administration
Fourandhalf - Internet Marketing for Property Managers February 2015 - Present
Self-Employed July 2013 - April 2015
Advance Response, LLC October 2014 - January 2015
Opes Advisors November 2010 - July 2013
Provident Funding Associates L.P. July 2007 - October 2010
Boy Scouts of America September 2006 - May 2007
Wells Fargo Home Mortgage May 2006 - August 2006
Enterprise Rent-A-Car June 2005 - August 2005
Skills
Google Adwords, HTML, CSS, JavaScript, jQuery, Mortgage Lending, Mortgage Banking, Refinance, Retail Banking, Loans, Credit, Loan Origination, Mortgage Underwriting, Risk Management, Residential Mortgages, Management, Sales, REO, Short Sales, Marketing Strategy, Training & Development, Training, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint
Education
University of California, Riverside 2002 — 2006
BS, Business Administration
Reese Milner's Provident Funding Associates L.P. Experience April 2014 - Present
Job Investor Accounting Department Head at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. April 2014 - Present
Provident Funding Associates L.P. March 2012 - April 2014
Provident Funding Associates L.P. May 2011 - March 2012
Sands Investment Group May 2010 - November 2010
Northwestern Mutual February 2010 - October 2010
Skills
Real Estate Economics, Financial Analysis, Finance, Real Estate, Real Estate Development, Loans, Portfolio Management, Accounting, Fixed Income, Mortgage Servicing, Real Estate Financing, Marketing, Investments, Account Management, Analysis, Management, Investors
Education
University of Southern California 2007 — 2011
B.S. Public Policy, Planning, and Management, Cum Laude, Real Estate Development
Provident Funding Associates L.P. April 2014 - Present
Provident Funding Associates L.P. March 2012 - April 2014
Provident Funding Associates L.P. May 2011 - March 2012
Sands Investment Group May 2010 - November 2010
Northwestern Mutual February 2010 - October 2010
Skills
Real Estate Economics, Financial Analysis, Finance, Real Estate, Real Estate Development, Loans, Portfolio Management, Accounting, Fixed Income, Mortgage Servicing, Real Estate Financing, Marketing, Investments, Account Management, Analysis, Management, Investors
Education
University of Southern California 2007 — 2011
B.S. Public Policy, Planning, and Management, Cum Laude, Real Estate Development
Austin Kern Austin Kern's Provident Funding Associates L.P. Experience January 2013 - September 2013
Job Corporate Partner Associate at Valspar Championship, PGA Tour
Industry Sports
Experience
Valspar Championship, PGA Tour September 2014 - Present
Modern Enterprise Solutions Inc. September 2013 - August 2014
Provident Funding Associates L.P. January 2013 - September 2013
Heritage Isles Golf & Country Club September 2010 - December 2012
IMG Academy January 2012 - May 2012
Four Seasons May 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Management, Sales, Analysis, Inventory Management, Networking, Team Leadership, Social Networking
Education
University of South Florida 2010 — 2012
Bachelor of Science (B.S.), Business Economics
Hillsborough Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration
Valspar Championship, PGA Tour September 2014 - Present
Modern Enterprise Solutions Inc. September 2013 - August 2014
Provident Funding Associates L.P. January 2013 - September 2013
Heritage Isles Golf & Country Club September 2010 - December 2012
IMG Academy January 2012 - May 2012
Four Seasons May 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Management, Sales, Analysis, Inventory Management, Networking, Team Leadership, Social Networking
Education
University of South Florida 2010 — 2012
Bachelor of Science (B.S.), Business Economics
Hillsborough Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration
Mike Churchill Mike Churchill's Provident Funding Associates L.P. Experience April 2011 - April 2012
Job CFO at Ethos Lending LLC
Industry Financial Services
Experience
Ethos Lending LLC June 2014 - Present
Sebonic Financial May 2013 - June 2014
RoundPoint Mortgage Company April 2012 - May 2013
Provident Funding Associates L.P. April 2011 - April 2012
Front Four / 20 20 Restaurant Group March 2010 - April 2011
LendingTree January 2008 - March 2010
LendingTree Loans January 2008 - March 2010
Eloan September 2004 - January 2008
Redwood Trust April 2003 - September 2004
Chela Education Financing September 2001 - April 2003
Skills
Accounting, SOX, Financial Reporting, Cash Management, Loans, SEC reporting, Investor Relations, Financial Analysis, Banking, Strategic Planning, Forecasting, Real Estate, Budgeting, Excel, Team Building, Due Diligence, Compliance, Valuation, Analysis, Business Analysis, Financial Modeling, Word, Financial Planning, Business Strategy, PowerPoint, Contract Negotiation, Business Planning, Microsoft Office, Operations Management, GAAP, Auditing, Internal Controls, Corporate Finance, Cash Flow, Strategic Financial..., Mortgage Banking, Start-ups, Cash Flow Forecasting, Sarbanes-Oxley Act, SEC filings, Mortgage Lending, Mergers & Acquisitions, Budgets, Risk Management, Finance, Executive Management, Management
Education
University of California, Santa Barbara 1982 — 1986
B.A. Business Economics w/ Accounting Emphasis, Business Economics and Accounting
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), Business/Managerial Economics
Ethos Lending LLC June 2014 - Present
Sebonic Financial May 2013 - June 2014
RoundPoint Mortgage Company April 2012 - May 2013
Provident Funding Associates L.P. April 2011 - April 2012
Front Four / 20 20 Restaurant Group March 2010 - April 2011
LendingTree January 2008 - March 2010
LendingTree Loans January 2008 - March 2010
Eloan September 2004 - January 2008
Redwood Trust April 2003 - September 2004
Chela Education Financing September 2001 - April 2003
Skills
Accounting, SOX, Financial Reporting, Cash Management, Loans, SEC reporting, Investor Relations, Financial Analysis, Banking, Strategic Planning, Forecasting, Real Estate, Budgeting, Excel, Team Building, Due Diligence, Compliance, Valuation, Analysis, Business Analysis, Financial Modeling, Word, Financial Planning, Business Strategy, PowerPoint, Contract Negotiation, Business Planning, Microsoft Office, Operations Management, GAAP, Auditing, Internal Controls, Corporate Finance, Cash Flow, Strategic Financial..., Mortgage Banking, Start-ups, Cash Flow Forecasting, Sarbanes-Oxley Act, SEC filings, Mortgage Lending, Mergers & Acquisitions, Budgets, Risk Management, Finance, Executive Management, Management
Education
University of California, Santa Barbara 1982 — 1986
B.A. Business Economics w/ Accounting Emphasis, Business Economics and Accounting
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), Business/Managerial Economics
Sara Skandalaris Sara Skandalaris's Provident Funding Associates L.P. Experience November 2012 - Present
Job Senior Mortgage Underwriter and Trainer at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. November 2012 - Present
Provident Funding Associates L.P. August 2011 - November 2012
Provident Funding Associates L.P. June 2009 - August 2011
The Lancer Group September 2008 - June 2009
Skills
Credit Analysis, Financial Analysis, Loans, Mortgage Underwriting, Mortgage Lending, Loan Origination, Credit, Banking, Customer Service, Mortgage Banking, Underwriting, Microsoft Excel, Finance
Education
University of California, San Diego 2005 — 2009
B.A., Mathematics
Provident Funding Associates L.P. November 2012 - Present
Provident Funding Associates L.P. August 2011 - November 2012
Provident Funding Associates L.P. June 2009 - August 2011
The Lancer Group September 2008 - June 2009
Skills
Credit Analysis, Financial Analysis, Loans, Mortgage Underwriting, Mortgage Lending, Loan Origination, Credit, Banking, Customer Service, Mortgage Banking, Underwriting, Microsoft Excel, Finance
Education
University of California, San Diego 2005 — 2009
B.A., Mathematics
Melisa Patino's Provident Funding Associates L.P. Experience January 2013 - May 2014
Job Associate Bank Examiner
Industry Banking
Experience
Office of the Comptroller of the Currency June 2014 - Present
Provident Funding Associates L.P. January 2013 - May 2014
Walt Disney World January 2012 - January 2013
Skills
Language: Fluent Spanish, Computer: Proficient in..., Analytical Skills, Financial Analysis, Financial Reporting, Corporate Finance, Excellent Communication..., Strong Verbal and..., Partnership Skills, Finance, Credit, Credit Analysis, Pricing, Analytics, Credit Risk, Business Objects, Loans, Banking, Financial Risk, Financial Statements, Risk Management, Internal Audit, Commercial Banking, Mortgage Lending
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Office of the Comptroller of the Currency June 2014 - Present
Provident Funding Associates L.P. January 2013 - May 2014
Walt Disney World January 2012 - January 2013
Skills
Language: Fluent Spanish, Computer: Proficient in..., Analytical Skills, Financial Analysis, Financial Reporting, Corporate Finance, Excellent Communication..., Strong Verbal and..., Partnership Skills, Finance, Credit, Credit Analysis, Pricing, Analytics, Credit Risk, Business Objects, Loans, Banking, Financial Risk, Financial Statements, Risk Management, Internal Audit, Commercial Banking, Mortgage Lending
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, Graduated
Kenneth Bellavance Kenneth Bellavance's Provident Funding Associates L.P. Experience May 2013 - June 2014
Job Financial Advisor at Investment Planning Advisors, Inc.
Industry Financial Services
Experience
Investment Planning Advisors, Inc. September 2014 - Present
Provident Funding Associates L.P. May 2013 - June 2014
Education
University of North Georgia
Bachelor of Business Administration (B.B.A.), Finance, General, 3.97 / 4.00
Investment Planning Advisors, Inc. September 2014 - Present
Provident Funding Associates L.P. May 2013 - June 2014
Education
University of North Georgia
Bachelor of Business Administration (B.B.A.), Finance, General, 3.97 / 4.00
Christie Ryan Christie Ryan's Provident Funding Associates L.P. Experience October 2010 - August 2012
Job Analyst
Industry Financial Services
Experience
Bellwether Enterprise Real Estate Capital, LLC September 2015 - Present
Bellwether Enterprise Real Estate Capital, LLC February 2014 - August 2015
RED CAPITAL GROUP September 2012 - February 2014
Provident Funding Associates L.P. October 2010 - August 2012
UNC Charlotte December 2009 - September 2010
UNC Charlotte March 2007 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Financial Analysis, Finance, Data Analysis, Market Research, FHA, Real Estate, Analysis
Education
UNC Charlotte 2006 — 2009
BSBA, Finance, General
Bellwether Enterprise Real Estate Capital, LLC September 2015 - Present
Bellwether Enterprise Real Estate Capital, LLC February 2014 - August 2015
RED CAPITAL GROUP September 2012 - February 2014
Provident Funding Associates L.P. October 2010 - August 2012
UNC Charlotte December 2009 - September 2010
UNC Charlotte March 2007 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Financial Analysis, Finance, Data Analysis, Market Research, FHA, Real Estate, Analysis
Education
UNC Charlotte 2006 — 2009
BSBA, Finance, General
Kelsey Wallace Kelsey Wallace's Provident Funding Associates L.P. Experience May 2014 - Present
Job Relationship Manager at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. May 2014 - Present
Provident Funding Associates L.P. June 2013 - May 2014
Performance Hendrick Automall May 2012 - May 2013
Residence Hall Association January 2012 - May 2013
Residence Hall Association January 2012 - May 2013
Preservation Society of Chapel Hill January 2012 - May 2012
Residence Hall Association January 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, HTML, Java, Windows, English, Event Planning, SQL
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Information Science/Studies
Provident Funding Associates L.P. May 2014 - Present
Provident Funding Associates L.P. June 2013 - May 2014
Performance Hendrick Automall May 2012 - May 2013
Residence Hall Association January 2012 - May 2013
Residence Hall Association January 2012 - May 2013
Preservation Society of Chapel Hill January 2012 - May 2012
Residence Hall Association January 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, HTML, Java, Windows, English, Event Planning, SQL
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Information Science/Studies
Jeff Locker, WMS, CFP® Jeff Locker, WMS, CFP®'s Provident Funding Associates L.P. Experience June 2007 - June 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James June 2008 - Present
Provident Funding Associates L.P. June 2007 - June 2008
Morgan Stanley Dean Witter 2006 - 2006
Blue Crest Capital Management 2005 - 2005
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Financial Advisory, Securities, Mortgage Lending, Personal Finance, Certified Financial..., Series 7, Mutual Funds
Education
University of Florida 2003 — 2007
Bachelors, Finance
Kaplan University
CFP
Raymond James June 2008 - Present
Provident Funding Associates L.P. June 2007 - June 2008
Morgan Stanley Dean Witter 2006 - 2006
Blue Crest Capital Management 2005 - 2005
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Financial Advisory, Securities, Mortgage Lending, Personal Finance, Certified Financial..., Series 7, Mutual Funds
Education
University of Florida 2003 — 2007
Bachelors, Finance
Kaplan University
CFP
Jenna Tucci's Provident Funding Associates L.P. Experience May 2010 - Present
Job Loss Mitigation Specialist at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. May 2010 - Present
Park Hill Drug Store June 2005 - May 2010
Langham Hotels International May 2009 - July 2009
Kabler/Thomas Financial Group, LLC May 2008 - August 2008
Camp Mantowagan June 2007 - August 2007
Skills
Microsoft Excel, Interpersonal..., Teamwork, Mortgage Lending, Underwriting, Loans, Financial Analysis, Credit, PowerPoint, Microsoft Word, Customer Service, Access, Microsoft Office, Outlook, Accounting, Finance, Banking, Loan Servicing, Mortgage Banking, Time Management, Management, Residential Mortgages
Education
University of Pittsburgh 2006 — 2010
Bachelors, Finance
University of Pittsburgh, College of Business Administration 2006 — 2010
Bachelor of Science, Business Administration; Finance
CAPA 2009 — 2009
Provident Funding Associates L.P. May 2010 - Present
Park Hill Drug Store June 2005 - May 2010
Langham Hotels International May 2009 - July 2009
Kabler/Thomas Financial Group, LLC May 2008 - August 2008
Camp Mantowagan June 2007 - August 2007
Skills
Microsoft Excel, Interpersonal..., Teamwork, Mortgage Lending, Underwriting, Loans, Financial Analysis, Credit, PowerPoint, Microsoft Word, Customer Service, Access, Microsoft Office, Outlook, Accounting, Finance, Banking, Loan Servicing, Mortgage Banking, Time Management, Management, Residential Mortgages
Education
University of Pittsburgh 2006 — 2010
Bachelors, Finance
University of Pittsburgh, College of Business Administration 2006 — 2010
Bachelor of Science, Business Administration; Finance
CAPA 2009 — 2009
Daniel Kan Daniel Kan's Provident Funding Associates L.P. Experience July 2009 - October 2011
Job Account Manager at Experian Marketing Services
Industry Marketing and Advertising
Experience
Experian Marketing Services July 2012 - Present
Provident Funding Associates L.P. July 2009 - October 2011
Morgan Stanley Smith Barney December 2008 - June 2009
LTK Consulting, LLC September 2003 - June 2004
Skills
Credit, Financial Analysis, Financial Modeling, Analytics, Market Research, Loans, Account Management, Microsoft Excel, Data Analysis, Mandarin, Customer Service, Microsoft Office, Sales Management, Digital Marketing, PowerPoint, Marketing Strategy, Online Advertising, Strategic Planning, Competitive Analysis, New Business Development, Business Strategy, Marketing
Education
University of California, San Diego
B.A., Economics
PVPHS
Experian Marketing Services July 2012 - Present
Provident Funding Associates L.P. July 2009 - October 2011
Morgan Stanley Smith Barney December 2008 - June 2009
LTK Consulting, LLC September 2003 - June 2004
Skills
Credit, Financial Analysis, Financial Modeling, Analytics, Market Research, Loans, Account Management, Microsoft Excel, Data Analysis, Mandarin, Customer Service, Microsoft Office, Sales Management, Digital Marketing, PowerPoint, Marketing Strategy, Online Advertising, Strategic Planning, Competitive Analysis, New Business Development, Business Strategy, Marketing
Education
University of California, San Diego
B.A., Economics
PVPHS
Craig Tennesen's Provident Funding Associates L.P. Experience May 2009 - Present
Job Investor Accountant at Provident Funding Associates, LP
Industry Financial Services
Experience
Provident Funding Associates L.P. May 2009 - Present
Kennedy Capital Management May 2008 - January 2009
Skills
Microsoft Excel, Business Analysis
Education
University of Missouri-Columbia 2006 — 2009
Finance, Business
Provident Funding Associates L.P. May 2009 - Present
Kennedy Capital Management May 2008 - January 2009
Skills
Microsoft Excel, Business Analysis
Education
University of Missouri-Columbia 2006 — 2009
Finance, Business
Andrew J. Almenar's Provident Funding Associates L.P. Experience July 2013 - Present
Job Team Lead / Retail Pipeline Manager at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. July 2013 - Present
CLE Rentals June 2009 - Present
Provident Funding Associates, L.P. July 2010 - July 2013
Deering Properties, Inc. April 2007 - July 2010
Skills
Data Presentation, Market Analysis, Attention To Detail, Excel, Access, PowerPoint, Apple, Microsoft Office, Real Estate Development, Mortgage, Loans, Problem Solving, Negotiation, Mortgage Lending, Investments, Analysis, Credit, Valuation, Investment Properties
Education
University of Cincinnati 2006 — 2009
Bachelor of Finance, Finance, Real Estate, International Business
Audencia Ecole de Management 2008 — 2008
International Business
Provident Funding Associates L.P. July 2013 - Present
CLE Rentals June 2009 - Present
Provident Funding Associates, L.P. July 2010 - July 2013
Deering Properties, Inc. April 2007 - July 2010
Skills
Data Presentation, Market Analysis, Attention To Detail, Excel, Access, PowerPoint, Apple, Microsoft Office, Real Estate Development, Mortgage, Loans, Problem Solving, Negotiation, Mortgage Lending, Investments, Analysis, Credit, Valuation, Investment Properties
Education
University of Cincinnati 2006 — 2009
Bachelor of Finance, Finance, Real Estate, International Business
Audencia Ecole de Management 2008 — 2008
International Business
John Pantano John Pantano's Provident Funding Associates L.P. Experience January 2012 - June 2012
Job Associate Account Manager at Black Box Network Services Government Solutions
Industry Telecommunications
Experience
Black Box Network Services March 2015 - Present
Black Box Network Services May 2013 - Present
Addison Group October 2012 - May 2013
Provident Funding Associates L.P January 2012 - June 2012
Lobster Express June 2009 - January 2012
Skills
Licensed Apprentice..., Sales, CRM, Strategic Planning, Lead Generation, Coaching, Selling, Mortgage Lending, Performance Management, Talent Acquisition, Life Insurance, Team Management, Sales Management, Finance
Education
Bridgewater State University
Bachelor of Science Degree, Business Management
Massachusetts School of Barbering 2006 — 2007
Black Box Network Services March 2015 - Present
Black Box Network Services May 2013 - Present
Addison Group October 2012 - May 2013
Provident Funding Associates L.P January 2012 - June 2012
Lobster Express June 2009 - January 2012
Skills
Licensed Apprentice..., Sales, CRM, Strategic Planning, Lead Generation, Coaching, Selling, Mortgage Lending, Performance Management, Talent Acquisition, Life Insurance, Team Management, Sales Management, Finance
Education
Bridgewater State University
Bachelor of Science Degree, Business Management
Massachusetts School of Barbering 2006 — 2007
Matthew Rodkey's Provident Funding Associates L.P. Experience September 2010 - September 2011
Job QC Auditor at Union Bank
Industry Financial Services
Experience
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo Home Mortgage September 2011 - May 2012
Provident Funding Associates L.P. September 2010 - September 2011
Provident Funding Associates L.P. August 2009 - September 2010
Provident Funding Associates L.P. September 2006 - August 2009
Merrill Lynch January 2005 - May 2005
Skills
FNMA/FHLMC Conventional..., JUMBO Experience, FHA Experience with DE...
Education
University of North Carolina at Wilmington 2002 — 2006
Business Administration, Finance, 3.77 Cumulative, 3.845 in Cameron School of Business
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo Home Mortgage September 2011 - May 2012
Provident Funding Associates L.P. September 2010 - September 2011
Provident Funding Associates L.P. August 2009 - September 2010
Provident Funding Associates L.P. September 2006 - August 2009
Merrill Lynch January 2005 - May 2005
Skills
FNMA/FHLMC Conventional..., JUMBO Experience, FHA Experience with DE...
Education
University of North Carolina at Wilmington 2002 — 2006
Business Administration, Finance, 3.77 Cumulative, 3.845 in Cameron School of Business
Kent Forward Kent Forward's Provident Funding Associates L.P. Experience July 2010 - Present
Job Senior Database Developer
Industry Information Technology and Services
Experience
Provident Funding Associates L.P. July 2010 - Present
Affinion Group February 2008 - May 2010
The Nielsen Company September 1993 - March 2006
Skills
Databases, Microsoft SQL Server, Database Design, SQL, T-SQL, Business Analysis, Access, SSIS, VBA, Microsoft Excel, ASP.NET, ASP, Oracle, Database Development, ETL, C#, Visual C#, Visual Studio, Access Database, TFS
Education
University of Colorado Boulder 1987 — 1992
Provident Funding Associates L.P. July 2010 - Present
Affinion Group February 2008 - May 2010
The Nielsen Company September 1993 - March 2006
Skills
Databases, Microsoft SQL Server, Database Design, SQL, T-SQL, Business Analysis, Access, SSIS, VBA, Microsoft Excel, ASP.NET, ASP, Oracle, Database Development, ETL, C#, Visual C#, Visual Studio, Access Database, TFS
Education
University of Colorado Boulder 1987 — 1992
Tran Pham's Provident Funding Associates L.P. Experience June 2014 - Present
Job NonPerforming Portfolio Management
Industry Financial Services
Experience
Provident Funding Associates L.P. June 2014 - Present
Provident Funding Associates LP April 2011 - June 2014
Provident Funding Associates L.P. June 2010 - April 2011
UC Berkeley September 2008 - May 2010
UC Berkeley August 2007 - July 2008
Skills
Advertising, Business Development, Fundraising, Management, Microsoft Excel, Research, Data Analysis, Finance, Credit, Financial Analysis, Microsoft Office, Banking, Financial Modeling, Mortgage Lending, Loans, Analysis, PowerPoint
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Urban Economics
Valley Christian High School, San Jose 2002 — 2006
High School Diploma
Provident Funding Associates L.P. June 2014 - Present
Provident Funding Associates LP April 2011 - June 2014
Provident Funding Associates L.P. June 2010 - April 2011
UC Berkeley September 2008 - May 2010
UC Berkeley August 2007 - July 2008
Skills
Advertising, Business Development, Fundraising, Management, Microsoft Excel, Research, Data Analysis, Finance, Credit, Financial Analysis, Microsoft Office, Banking, Financial Modeling, Mortgage Lending, Loans, Analysis, PowerPoint
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Urban Economics
Valley Christian High School, San Jose 2002 — 2006
High School Diploma
Joe Garcia Joe Garcia's Provident Funding Associates L.P. Experience September 2010 - December 2011
Job Enterprise Account Executive at Sensor Tower
Industry Computer Software
Experience
Sensor Tower March 2015 - Present
Visage May 2014 - March 2015
Pentaho May 2013 - May 2014
Leapset January 2013 - May 2013
Provident Funding Associates L.P. September 2010 - December 2011
DonateGames April 2010 - December 2010
Skills
Social Media, CRM, Business Development, Account Management, Sales, Start-ups, Time Management, Sales Prospecting, Cold Calling, Market Research, SFDC, Customer Service, Microsoft Office, Enterprise Software, Data Visualization, Sales Management, Sales Process, Competitive Analysis, Business Intelligence, Big Data, Content Marketing
Education
University of Southern California 2006 — 2010
Bachelor of Science (B.S.), Business Administration, emphasis in Finance and Business Law
Sensor Tower March 2015 - Present
Visage May 2014 - March 2015
Pentaho May 2013 - May 2014
Leapset January 2013 - May 2013
Provident Funding Associates L.P. September 2010 - December 2011
DonateGames April 2010 - December 2010
Skills
Social Media, CRM, Business Development, Account Management, Sales, Start-ups, Time Management, Sales Prospecting, Cold Calling, Market Research, SFDC, Customer Service, Microsoft Office, Enterprise Software, Data Visualization, Sales Management, Sales Process, Competitive Analysis, Business Intelligence, Big Data, Content Marketing
Education
University of Southern California 2006 — 2010
Bachelor of Science (B.S.), Business Administration, emphasis in Finance and Business Law
Bryson Ekle Bryson Ekle's Provident Funding Associates L.P. Experience September 2006 - May 2011
Job Underwriter at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage September 2011 - Present
Provident Funding Associates L.P. September 2006 - May 2011
Sports Authority June 2004 - May 2006
Skills
Analysis, CRM, Credit Analysis, Customer Service, Human Resources, Leadership, Loans, Management, Marketing, Mortgage Lending, Payroll
Education
The University of Montana 2000 — 2004
Bachelors, Business Management and Marketing
University of Montana
Wells Fargo Home Mortgage September 2011 - Present
Provident Funding Associates L.P. September 2006 - May 2011
Sports Authority June 2004 - May 2006
Skills
Analysis, CRM, Credit Analysis, Customer Service, Human Resources, Leadership, Loans, Management, Marketing, Mortgage Lending, Payroll
Education
The University of Montana 2000 — 2004
Bachelors, Business Management and Marketing
University of Montana
Alexandra Bolin's Provident Funding Associates L.P. Experience July 2015 - Present
Job Operations Manager at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. July 2015 - Present
Provident Funding Associates L.P. May 2013 - Present
Provident Funding Associates L.P. February 2012 - Present
Provident Funding Associates L.P. September 2011 - February 2012
Provident Funding Associates L.P. June 2011 - September 2011
KUSI Television December 2010 - May 2011
USA Mortgage June 2009 - August 2009
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, HRIS, Data Processing, Marketing skills via..., Production Managment, System Development, Strategic Communications
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Provident Funding Associates L.P. July 2015 - Present
Provident Funding Associates L.P. May 2013 - Present
Provident Funding Associates L.P. February 2012 - Present
Provident Funding Associates L.P. September 2011 - February 2012
Provident Funding Associates L.P. June 2011 - September 2011
KUSI Television December 2010 - May 2011
USA Mortgage June 2009 - August 2009
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, HRIS, Data Processing, Marketing skills via..., Production Managment, System Development, Strategic Communications
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aubrey Oesterle's Provident Funding Associates L.P. Experience May 2013 - June 2014
Job Brokerage at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle March 2015 - Present
RPM Mortgage, Inc. February 2015 - March 2015
Carlyle Financial July 2014 - February 2015
Provident Funding Associates L.P. May 2013 - June 2014
Provident Funding Associates L.P. April 2012 - May 2013
Provident Funding Associates L.P. November 2011 - April 2012
Skills
Mortgage Lending, Loans, Mortgage Servicing, Loan Origination, Management, Finance, Real Estate, Refinance, Loan Servicing, Customer Service, Super Jumbo, Commercial Real Estate, Residential Mortgages, Real Estate Financing, Human Resources, Real Estate Transactions, Leadership, Financial Analysis, Jumbo Mortgage, Sales, Investment Properties, Mortgage Underwriting, GSE, Property, Real Estate Economics, Funding, Mortgage Banking, Investment Strategies
Education
University of California, Santa Barbara 2007 — 2011
BA, Business Economics, Art History
Universidad Complutense
Jones Lang LaSalle March 2015 - Present
RPM Mortgage, Inc. February 2015 - March 2015
Carlyle Financial July 2014 - February 2015
Provident Funding Associates L.P. May 2013 - June 2014
Provident Funding Associates L.P. April 2012 - May 2013
Provident Funding Associates L.P. November 2011 - April 2012
Skills
Mortgage Lending, Loans, Mortgage Servicing, Loan Origination, Management, Finance, Real Estate, Refinance, Loan Servicing, Customer Service, Super Jumbo, Commercial Real Estate, Residential Mortgages, Real Estate Financing, Human Resources, Real Estate Transactions, Leadership, Financial Analysis, Jumbo Mortgage, Sales, Investment Properties, Mortgage Underwriting, GSE, Property, Real Estate Economics, Funding, Mortgage Banking, Investment Strategies
Education
University of California, Santa Barbara 2007 — 2011
BA, Business Economics, Art History
Universidad Complutense
Ramon (Ramm) B. Fadrilan Ramon (Ramm) B. Fadrilan's Provident Funding Associates L.P. Experience 2011 - 2012
Job DocuSign Helping Enterprises Go Digital
Industry Computer Software
Experience
DocuSign July 2015 - Present
Adaptive Insights November 2014 - June 2015
Adaptive Insights (Formerly Adaptive Planning) May 2013 - November 2014
Facebook December 2012 - April 2013
Flashbay Inc 2012 - 2012
Provident Funding Associates L.P. 2011 - 2012
Bradley and Company, LLC October 2010 - May 2011
Clarity Consultants August 2008 - August 2010
Vector Marketing June 2008 - June 2009
Skills
CRM, Sales, Social Media, Online Marketing, Leadership, Marketing, Sales Process, Microsoft Excel, Customer Service, Time Management, Salesforce.com, Public Speaking, Event Management, B2B, Sales Development, B2B Sales, Advertising, Event Planning, Real Estate, CA Real Estate License, Netsuite CRM, Facebook, Lead Generation, Sales Management
Education
University of San Francisco 2007 — 2011
B.S., Business Administration; Minor in Legal Studies
Los Gatos High School 2003 — 2007
DocuSign July 2015 - Present
Adaptive Insights November 2014 - June 2015
Adaptive Insights (Formerly Adaptive Planning) May 2013 - November 2014
Facebook December 2012 - April 2013
Flashbay Inc 2012 - 2012
Provident Funding Associates L.P. 2011 - 2012
Bradley and Company, LLC October 2010 - May 2011
Clarity Consultants August 2008 - August 2010
Vector Marketing June 2008 - June 2009
Skills
CRM, Sales, Social Media, Online Marketing, Leadership, Marketing, Sales Process, Microsoft Excel, Customer Service, Time Management, Salesforce.com, Public Speaking, Event Management, B2B, Sales Development, B2B Sales, Advertising, Event Planning, Real Estate, CA Real Estate License, Netsuite CRM, Facebook, Lead Generation, Sales Management
Education
University of San Francisco 2007 — 2011
B.S., Business Administration; Minor in Legal Studies
Los Gatos High School 2003 — 2007
Kelly Mathews Kelly Mathews's Provident Funding Associates L.P. Experience May 2011 - July 2013
Job UNC School of Law, J.D. Candidate
Industry Legal Services
Experience
Nelson Mullins July 2015 - August 2015
Dechert LLP May 2015 - July 2015
Supreme Court of North Carolina--The Honorable Justice Paul M. Newby July 2014 - August 2014
Nelson Mullins May 2014 - July 2014
Provident Funding Associates L.P. May 2011 - July 2013
UBS September 2010 - January 2011
STATE FARM INSURANCE AND FINANCIAL SERVICES August 2009 - October 2010
Education
UNC Chapel Hill School of Law 2013 — 2016
J.D. Candidate, Law
University of North Carolina at Charlotte 2007 — 2011
Finance, Psychology, Economics, 3.95/4.0
Nelson Mullins July 2015 - August 2015
Dechert LLP May 2015 - July 2015
Supreme Court of North Carolina--The Honorable Justice Paul M. Newby July 2014 - August 2014
Nelson Mullins May 2014 - July 2014
Provident Funding Associates L.P. May 2011 - July 2013
UBS September 2010 - January 2011
STATE FARM INSURANCE AND FINANCIAL SERVICES August 2009 - October 2010
Education
UNC Chapel Hill School of Law 2013 — 2016
J.D. Candidate, Law
University of North Carolina at Charlotte 2007 — 2011
Finance, Psychology, Economics, 3.95/4.0
Casey Bales Casey Bales's Provident Funding Associates L.P. Experience June 2010 - June 2013
Job International Programs Officer at Tokai University
Industry Education Management
Experience
Hawaii Tokai International College June 2013 - Present
Provident Funding Associates L.P. June 2010 - June 2013
Ka Leo O Hawaii, University of Hawaii at Manoa August 2008 - May 2010
Hawaiian Airlines August 2009 - December 2009
3 Financial Group, LLC January 2009 - June 2009
Student Housing, University of Hawaii at Manoa May 2007 - September 2007
All-Sky Survey High Resolution Air-Shower Detector (ASHRA) December 2005 - May 2007
Skills
Credit, Mortgage Lending, Mortgage Banking, Real Estate, Customer Service, Microsoft Office, Marketing, Refinance, International Education, Investment Properties, Loans, Residential Mortgages, Real Estate Transactions, Loan Origination, Residential Homes, HUD, Underwriting, Funding, Microsoft Word, PowerPoint, Mortgage Underwriting, Loan Servicing, Data Entry, Credit Analysis, Strategic Planning, Marketing Strategy, New Business Development, Higher Education, International Relations, International Business, Japanese, Japanese Culture, Japanese Business..., Microsoft Excel, Personal Finance, Personal Financial..., Google+, Translation, Japanese to English, English to Japanese, Interpersonal Skills, Interpersonal..., Interpersonal..., Project Coordination, Project Planning, Public Speaking, Research
Education
University of Hawaii at Manoa 2007 — 2010
Bachelor of Business Administration (BBA), International Business
University of Hawaii at Hilo 2005 — 2007
Astronomy
Hawaii Tokai International College June 2013 - Present
Provident Funding Associates L.P. June 2010 - June 2013
Ka Leo O Hawaii, University of Hawaii at Manoa August 2008 - May 2010
Hawaiian Airlines August 2009 - December 2009
3 Financial Group, LLC January 2009 - June 2009
Student Housing, University of Hawaii at Manoa May 2007 - September 2007
All-Sky Survey High Resolution Air-Shower Detector (ASHRA) December 2005 - May 2007
Skills
Credit, Mortgage Lending, Mortgage Banking, Real Estate, Customer Service, Microsoft Office, Marketing, Refinance, International Education, Investment Properties, Loans, Residential Mortgages, Real Estate Transactions, Loan Origination, Residential Homes, HUD, Underwriting, Funding, Microsoft Word, PowerPoint, Mortgage Underwriting, Loan Servicing, Data Entry, Credit Analysis, Strategic Planning, Marketing Strategy, New Business Development, Higher Education, International Relations, International Business, Japanese, Japanese Culture, Japanese Business..., Microsoft Excel, Personal Finance, Personal Financial..., Google+, Translation, Japanese to English, English to Japanese, Interpersonal Skills, Interpersonal..., Interpersonal..., Project Coordination, Project Planning, Public Speaking, Research
Education
University of Hawaii at Manoa 2007 — 2010
Bachelor of Business Administration (BBA), International Business
University of Hawaii at Hilo 2005 — 2007
Astronomy
Nicholas Crandall Nicholas Crandall's Provident Funding Associates L.P. Experience March 2013 - August 2014
Job Master of Science in Quantitative Finance Candidate
Industry Financial Services
Experience
Provident Funding Associates L.P. March 2013 - August 2014
Provident Funding Associates L.P. September 2012 - March 2013
Interfraternity Council October 2010 - December 2011
The Cross Border Group June 2011 - August 2011
Buffalo Wild Wings Franchise May 2009 - August 2010
Mow-Town Lawns March 2005 - August 2008
Skills
Problem Solving, Data Analysis, Oral & Written..., Microsoft Office, SAP, Bloomberg, Crystal Ball, WRDS, Social Networking, Project Management, Time Management, Customer Service, Market Research
Education
Bradley University 2014 — 2016
Master of Science (M.S.), Quantitative Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration, Finance
Provident Funding Associates L.P. March 2013 - August 2014
Provident Funding Associates L.P. September 2012 - March 2013
Interfraternity Council October 2010 - December 2011
The Cross Border Group June 2011 - August 2011
Buffalo Wild Wings Franchise May 2009 - August 2010
Mow-Town Lawns March 2005 - August 2008
Skills
Problem Solving, Data Analysis, Oral & Written..., Microsoft Office, SAP, Bloomberg, Crystal Ball, WRDS, Social Networking, Project Management, Time Management, Customer Service, Market Research
Education
Bradley University 2014 — 2016
Master of Science (M.S.), Quantitative Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration, Finance
Sara Rozen Sara Rozen's Provident Funding Associates L.P. Experience March 2013 - Present
Job Branch Lead at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. March 2013 - Present
Bank of America 2009 - March 2013
Countrywide Financial 2006 - 2009
University of Iowa Hospitals and Clinics 2002 - 2006
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Provident Funding Associates L.P. March 2013 - Present
Bank of America 2009 - March 2013
Countrywide Financial 2006 - 2009
University of Iowa Hospitals and Clinics 2002 - 2006
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Psychology
James Parrish's Provident Funding Associates L.P. Experience May 2013 - Present
Job Pipeline Analyst at Provident Funding Associates L.P.
Industry Banking
Experience
Provident Funding Associates L.P. May 2013 - Present
Northwestern Mutual March 2012 - January 2013
RiverFront Investment Group June 2010 - July 2010
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Microsoft Excel, Wealth Management, Insurance, PowerPoint, Microsoft Office, Microsoft Word, Economics, Term Life Insurance, Customer Service, Sales, Marketing, Data Analysis, Leadership
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Woodberry Forest 2005 — 2009
Provident Funding Associates L.P. May 2013 - Present
Northwestern Mutual March 2012 - January 2013
RiverFront Investment Group June 2010 - July 2010
Skills
Retirement Planning, Disability Insurance, Life Insurance, Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Microsoft Excel, Wealth Management, Insurance, PowerPoint, Microsoft Office, Microsoft Word, Economics, Term Life Insurance, Customer Service, Sales, Marketing, Data Analysis, Leadership
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Woodberry Forest 2005 — 2009
Seth Bailey Seth Bailey's Provident Funding Associates L.P. Experience September 2010 - Present
Job FHA Operations Manager at Provident Funding Associates L.P.
Industry Banking
Experience
Provident Funding Associates L.P. September 2010 - Present
ROCS, LLC June 2008 - January 2011
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, Refinance, FHA, Loan Origination, VA loans, Credit, USDA, Credit Analysis, FHA financing, Mortgage Servicing, Underwriting, Loss Mitigation, Post Closing, Banking, Bookkeeping, Loan Servicing
Education
University of North Florida - College of Business Administration 2006 — 2010
BBA, Accounting/Economics
Provident Funding Associates L.P. September 2010 - Present
ROCS, LLC June 2008 - January 2011
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, Refinance, FHA, Loan Origination, VA loans, Credit, USDA, Credit Analysis, FHA financing, Mortgage Servicing, Underwriting, Loss Mitigation, Post Closing, Banking, Bookkeeping, Loan Servicing
Education
University of North Florida - College of Business Administration 2006 — 2010
BBA, Accounting/Economics
Joshua Gossett Joshua Gossett's Provident Funding Associates L.P. Experience October 2014 - Present
Job Tax Specialist at Provident Funding Associates L.P.
Industry Human Resources
Experience
Provident Funding Associates L.P. October 2014 - Present
Provident Funding Associates L.P. October 2013 - Present
Provident Funding Associates L.P. May 2013 - October 2013
Provident Funding Associates L.P. November 2012 - May 2013
USC Career and Protective Services July 2011 - May 2012
Northwestern Mutual June 2010 - December 2010
G. W. Gossett M.D. June 2009 - August 2009
Innovative Consultants LLC June 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Sales, Data Analysis, Social Media, Microsoft Office, Microsoft Word, Financial Analysis, Marketing, Cold Calling, Public Speaking, Outlook, Social Networking, Residential Mortgages, Mortgage Servicing, Access Database
Education
University of Southern California 2008 — 2012
Bachelors, Business Administration - Corporate Finance
Provident Funding Associates L.P. October 2014 - Present
Provident Funding Associates L.P. October 2013 - Present
Provident Funding Associates L.P. May 2013 - October 2013
Provident Funding Associates L.P. November 2012 - May 2013
USC Career and Protective Services July 2011 - May 2012
Northwestern Mutual June 2010 - December 2010
G. W. Gossett M.D. June 2009 - August 2009
Innovative Consultants LLC June 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Sales, Data Analysis, Social Media, Microsoft Office, Microsoft Word, Financial Analysis, Marketing, Cold Calling, Public Speaking, Outlook, Social Networking, Residential Mortgages, Mortgage Servicing, Access Database
Education
University of Southern California 2008 — 2012
Bachelors, Business Administration - Corporate Finance
Jaclyn Santiago Jaclyn Santiago's Provident Funding Associates L.P. Experience July 2003 - April 2004
Job Program Manager at ARCADIS U.S.
Industry Management Consulting
Experience
ARCADIS May 2013 - Present
Stanford University - Office of Real Estate April 2004 - September 2012
Provident Funding Associates L.P. July 2003 - April 2004
Skills
Project Management, Microsoft Office, Marketing, Event Planning, Data Analysis, Research, Lease Administration, Real Estate Development, Account Management, Real Estate Transactions, Project Planning, Marketing Strategy, Real Estate, Time Management
Education
University of Southern California 1999 — 2003
Bachelor of Science (B.S.), Business Administration, Finance
St. Ignatius
ARCADIS May 2013 - Present
Stanford University - Office of Real Estate April 2004 - September 2012
Provident Funding Associates L.P. July 2003 - April 2004
Skills
Project Management, Microsoft Office, Marketing, Event Planning, Data Analysis, Research, Lease Administration, Real Estate Development, Account Management, Real Estate Transactions, Project Planning, Marketing Strategy, Real Estate, Time Management
Education
University of Southern California 1999 — 2003
Bachelor of Science (B.S.), Business Administration, Finance
St. Ignatius
Brandon Ivory's Provident Funding Associates L.P. Experience June 2013 - March 2014
Job Marketing Business Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2014 - Present
Provident Funding Associates L.P. June 2013 - March 2014
McColl Partners (now Deloitte) February 2013 - May 2013
UNC Charlotte April 2011 - May 2013
Skills
Business Analytics, Analysis, Microsoft Excel, Reporting & Analysis, SAS, SQL, Multi-tasking Skills, Experimental Economics, Research, Quantitative Research, Qualitative Research, Stata, Statistical Data..., Study Abroad Programs, Interpersonal..., Real Estate, Close Attention to...
Education
University of North Carolina at Charlotte 2010 — 2013
Bachelor's Degree, Economics, 3.842
University of North Carolina at Charlotte 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.842
Liberty Mutual Insurance April 2014 - Present
Provident Funding Associates L.P. June 2013 - March 2014
McColl Partners (now Deloitte) February 2013 - May 2013
UNC Charlotte April 2011 - May 2013
Skills
Business Analytics, Analysis, Microsoft Excel, Reporting & Analysis, SAS, SQL, Multi-tasking Skills, Experimental Economics, Research, Quantitative Research, Qualitative Research, Stata, Statistical Data..., Study Abroad Programs, Interpersonal..., Real Estate, Close Attention to...
Education
University of North Carolina at Charlotte 2010 — 2013
Bachelor's Degree, Economics, 3.842
University of North Carolina at Charlotte 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.842
James Alderson James Alderson's Provident Funding Associates L.P. Experience December 2012 - June 2015
Job QC Analyst II at LenderVend Appraisal Zone
Industry Banking
Experience
LenderVend Appraisal Zone July 2015 - Present
Provident Funding Associates L.P. December 2012 - June 2015
TrustLine Mortgage, Inc August 2012 - December 2012
FedEx Office October 2008 - July 2012
Independent Accounting Solutions August 2006 - July 2012
Postillion Wealth Management, LLC September 2004 - August 2008
Skills
International Management, Team Leadership, Management, Time Management, Training, Public Speaking, Data Analysis, Budgets, Microsoft Office, CRM, Financial Analysis, Forecasting, Market Research, Team Building, Strategic Planning, Process Improvement, Business Analysis, Financial Modeling, Operations Management, Risk Management, Analysis, Leadership, Accounting, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word
Education
University of Florida - Hough Graduate School of Business
Master's Degree, International Business
University of Florida
Bachelor of Arts, Sociology
LenderVend Appraisal Zone July 2015 - Present
Provident Funding Associates L.P. December 2012 - June 2015
TrustLine Mortgage, Inc August 2012 - December 2012
FedEx Office October 2008 - July 2012
Independent Accounting Solutions August 2006 - July 2012
Postillion Wealth Management, LLC September 2004 - August 2008
Skills
International Management, Team Leadership, Management, Time Management, Training, Public Speaking, Data Analysis, Budgets, Microsoft Office, CRM, Financial Analysis, Forecasting, Market Research, Team Building, Strategic Planning, Process Improvement, Business Analysis, Financial Modeling, Operations Management, Risk Management, Analysis, Leadership, Accounting, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word
Education
University of Florida - Hough Graduate School of Business
Master's Degree, International Business
University of Florida
Bachelor of Arts, Sociology
Trace Clevinger's Provident Funding Associates L.P. Experience June 2013 - Present
Job Mortgage Insurance Specialist
Industry Banking
Experience
Provident Funding Associates L.P. June 2013 - Present
Sovereign's Capital May 2012 - December 2012
Northwestern Mutual May 2011 - March 2012
First Citizens Bank May 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Due Diligence, Personal Financial..., Finance, Venture Capital, Analysis, Microsoft Office, Financial Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Provident Funding Associates L.P. June 2013 - Present
Sovereign's Capital May 2012 - December 2012
Northwestern Mutual May 2011 - March 2012
First Citizens Bank May 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Due Diligence, Personal Financial..., Finance, Venture Capital, Analysis, Microsoft Office, Financial Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
Justine Eshleman Justine Eshleman's Provident Funding Associates L.P. Experience 2009 - 2010
Job Private Chef / Catering
Industry Food & Beverages
Experience
Live Nation November 2010 - November 2011
Provident Funding Associates L.P. 2009 - 2010
Merrill Lynch September 2008 - December 2008
Total Woman Gym and Day Spa 2003 - 2007
Education
University of Southern California
Bachelor of Science, Business Administration - Corporate Finance
Live Nation November 2010 - November 2011
Provident Funding Associates L.P. 2009 - 2010
Merrill Lynch September 2008 - December 2008
Total Woman Gym and Day Spa 2003 - 2007
Education
University of Southern California
Bachelor of Science, Business Administration - Corporate Finance
Jasmine Goodson's Provident Funding Associates L.P. Experience September 2006 - April 2008
Job Purchasing Agent at Daimler Trucks North America
Industry Marketing and Advertising
Experience
Daimler Trucks North America LLC August 2010 - Present
Daimler Trucks North America LLC April 2008 - August 2010
Provident Funding Associates LP September 2006 - April 2008
Universal Cheerleaders Association 2000 - 2004
Skills
Cross-functional Team..., Project Management, Analysis, Contract Negotiation, Pricing, Negotiation, Marketing, Procurement, Microsoft Excel, Data Analysis, Automotive, Process Improvement, Purchasing
Education
The University of North Carolina 2004 — 2006
M.S, Economics; Economics
University of North Carolina at Chapel Hill 2000 — 2004
B.S, Economics; Economics; Management and Society
Daimler Trucks North America LLC August 2010 - Present
Daimler Trucks North America LLC April 2008 - August 2010
Provident Funding Associates LP September 2006 - April 2008
Universal Cheerleaders Association 2000 - 2004
Skills
Cross-functional Team..., Project Management, Analysis, Contract Negotiation, Pricing, Negotiation, Marketing, Procurement, Microsoft Excel, Data Analysis, Automotive, Process Improvement, Purchasing
Education
The University of North Carolina 2004 — 2006
M.S, Economics; Economics
University of North Carolina at Chapel Hill 2000 — 2004
B.S, Economics; Economics; Management and Society
Igor Gorenyuk's Provident Funding Associates L.P. Experience December 2010 - Present
Job Legal Department Manager at Provident Funding Associates, L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. December 2010 - Present
Abt Electronics 2005 - 2010
Skills
Microsoft Word, Investments, Customer Service, Microsoft Excel, Accounting, Financial Modeling, Analysis, PowerPoint, Finance, Outlook, Financial Analysis
Education
University of Illinois at Chicago 2006 — 2009
Bachelor of Science (BS), Finance, General
Provident Funding Associates L.P. December 2010 - Present
Abt Electronics 2005 - 2010
Skills
Microsoft Word, Investments, Customer Service, Microsoft Excel, Accounting, Financial Modeling, Analysis, PowerPoint, Finance, Outlook, Financial Analysis
Education
University of Illinois at Chicago 2006 — 2009
Bachelor of Science (BS), Finance, General
Adam Frederik's Provident Funding Associates L.P. Experience August 2003 - February 2005
Job Associate, Global Technology, JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase April 2011 - Present
New Image Marketing Inc. February 2009 - April 2011
Audit Bureau of Circulations October 2005 - July 2007
Provident Funding Associates, LP August 2003 - February 2005
Bangor Savings Bank June 1998 - July 2003
Skills
Financial Analysis
Education
University of Maine 1996 — 2001
BS, Business Administration
JPMorgan Chase April 2011 - Present
New Image Marketing Inc. February 2009 - April 2011
Audit Bureau of Circulations October 2005 - July 2007
Provident Funding Associates, LP August 2003 - February 2005
Bangor Savings Bank June 1998 - July 2003
Skills
Financial Analysis
Education
University of Maine 1996 — 2001
BS, Business Administration
Brandon Chen's Provident Funding Associates L.P. Experience February 2013 - Present
Job Analyst at Provident Funding
Industry Accounting
Experience
Provident Funding Associates L.P. February 2013 - Present
SB Financial Services August 2009 - September 2012
Opuview.com January 2010 - April 2011
KMD Financial Services March 2008 - October 2008
Skills
Financial Analysis, Customer Service, Microsoft Office, QuickBooks, Lacerte, Propay Payroll Software, Windows 7, Windows Vista, Windows XP Pro, Accounting
Education
University of California, San Diego
BA, Economics
Provident Funding Associates L.P. February 2013 - Present
SB Financial Services August 2009 - September 2012
Opuview.com January 2010 - April 2011
KMD Financial Services March 2008 - October 2008
Skills
Financial Analysis, Customer Service, Microsoft Office, QuickBooks, Lacerte, Propay Payroll Software, Windows 7, Windows Vista, Windows XP Pro, Accounting
Education
University of California, San Diego
BA, Economics
Ashok Chelian's Provident Funding Associates L.P. Experience February 2005 - March 2007
Job Senior Data Analyst at Kaiser Permanente
Industry Research
Experience
Kaiser Permanente September 2013 - Present
DNV KEMA Energy & Sustainability December 2012 - August 2013
OnPoint Analytics, Inc. October 2009 - December 2012
San Francisco State University January 2008 - June 2009
Provident Funding Associates, LP February 2005 - March 2007
KB Home March 2004 - November 2004
Skills
Stata, SAS, Matlab, Economics, Statistics, Econometrics, Data Analysis, Research, Microsoft Excel, Analysis, Financial Modeling, Microsoft Office, Analytics, Statistical Modeling, Microeconomics, R, Time Series Analysis, SAS programming, SAS Programming
Education
San Francisco State University 2007 — 2009
MA, Economics
University of California, Santa Barbara 1999 — 2004
BA, Double Major: (1) Economics with an Emphasis in Mathematics & (2) History
Kaiser Permanente September 2013 - Present
DNV KEMA Energy & Sustainability December 2012 - August 2013
OnPoint Analytics, Inc. October 2009 - December 2012
San Francisco State University January 2008 - June 2009
Provident Funding Associates, LP February 2005 - March 2007
KB Home March 2004 - November 2004
Skills
Stata, SAS, Matlab, Economics, Statistics, Econometrics, Data Analysis, Research, Microsoft Excel, Analysis, Financial Modeling, Microsoft Office, Analytics, Statistical Modeling, Microeconomics, R, Time Series Analysis, SAS programming, SAS Programming
Education
San Francisco State University 2007 — 2009
MA, Economics
University of California, Santa Barbara 1999 — 2004
BA, Double Major: (1) Economics with an Emphasis in Mathematics & (2) History
Mandy Wallwork's Provident Funding Associates L.P. Experience April 2005 - November 2006
Job Consumer Loan Underwriter
Industry Financial Services
Experience
First Community Mortgage - Retail Division October 2014 - Present
Wells Fargo Home Mortgage July 2013 - September 2014
Wells Fargo Home Mortgage November 2012 - July 2013
Franklin American Mortgage Company October 2010 - November 2012
Franklin American Mortgage Company June 2009 - October 2010
SunTrust Mortgage March 2009 - June 2009
Tech Providers, Inc October 2008 - March 2009
Wachovia December 2006 - October 2008
Provident Funding Associates, LP April 2005 - November 2006
Skills
Loan Origination, Underwriting, Loans, Mortgage Banking, Mortgage Servicing, Mortgage Lending, Mortgage Underwriting, FHA, Loan Servicing, Consumer Lending, Credit Analysis, Loss Mitigation, Credit Risk, Residential Mortgages
Education
Kent State University 1999 — 2004
Bachelors, Finance
First Community Mortgage - Retail Division October 2014 - Present
Wells Fargo Home Mortgage July 2013 - September 2014
Wells Fargo Home Mortgage November 2012 - July 2013
Franklin American Mortgage Company October 2010 - November 2012
Franklin American Mortgage Company June 2009 - October 2010
SunTrust Mortgage March 2009 - June 2009
Tech Providers, Inc October 2008 - March 2009
Wachovia December 2006 - October 2008
Provident Funding Associates, LP April 2005 - November 2006
Skills
Loan Origination, Underwriting, Loans, Mortgage Banking, Mortgage Servicing, Mortgage Lending, Mortgage Underwriting, FHA, Loan Servicing, Consumer Lending, Credit Analysis, Loss Mitigation, Credit Risk, Residential Mortgages
Education
Kent State University 1999 — 2004
Bachelors, Finance
Robert Cody's Provident Funding Associates L.P. Experience April 2013 - Present
Job Closer/Sub Servicing Operations and Training at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. April 2013 - Present
Provident Funding Associates L.P. March 2013 - Present
Provident Funding Associates L.P. August 2010 - Present
Provident Funding Associates L.P. September 2011 - March 2012
Provident Funding Associates L.P. March 2011 - September 2011
Provident Funding Associates L.P. September 2010 - March 2011
State Street Bank and Trust Co July 2009 - August 2010
Wellington Management June 2008 - August 2008
LKQ Corporation September 2003 - September 2005
Skills
Outlook, Microsoft Office, Mortgage Lending, PowerPoint, Loans, Credit, Derivatives, Accounting, Customer Service, Mortgage Banking, Finance, Mortgage Servicing, Microsoft Excel, Loan Servicing, Microsoft Word, Loss Mitigation, Financial Reporting, Insurance, Portfolio Management, Consumer Lending, Mutual Funds, Refinance
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (BS), Finance, General
2005-2009University of Massachusetts at
BSBA, Finance and Marketing
Provident Funding Associates L.P. April 2013 - Present
Provident Funding Associates L.P. March 2013 - Present
Provident Funding Associates L.P. August 2010 - Present
Provident Funding Associates L.P. September 2011 - March 2012
Provident Funding Associates L.P. March 2011 - September 2011
Provident Funding Associates L.P. September 2010 - March 2011
State Street Bank and Trust Co July 2009 - August 2010
Wellington Management June 2008 - August 2008
LKQ Corporation September 2003 - September 2005
Skills
Outlook, Microsoft Office, Mortgage Lending, PowerPoint, Loans, Credit, Derivatives, Accounting, Customer Service, Mortgage Banking, Finance, Mortgage Servicing, Microsoft Excel, Loan Servicing, Microsoft Word, Loss Mitigation, Financial Reporting, Insurance, Portfolio Management, Consumer Lending, Mutual Funds, Refinance
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (BS), Finance, General
2005-2009University of Massachusetts at
BSBA, Finance and Marketing
Elisabeth (Elisabeth Ray) Walker's Provident Funding Associates L.P. Experience February 2003 - September 2004
Job Director of Agency Advancement at Catholic Charities of Louisville, Inc.
Industry Fund-Raising
Experience
Catholic Charities of Louisville September 2011 - Present
Sullivan University September 2010 - December 2013
Catholic Charities of Louisville July 2009 - July 2010
Amadesa August 2007 - November 2008
Wholesale Lending Online October 2005 - June 2006
GreenPoint Mortgage 2004 - 2005
Provident Funding Associates L.P. February 2003 - September 2004
Education
Univeristy of Kentucky
Master of Business Administration (MBA)
University of Kentucky
Bachelor of Arts (BA), Marketing & Decision Science and Information Systems
Sacred Heart Academy 1995 — 1999
Catholic Charities of Louisville September 2011 - Present
Sullivan University September 2010 - December 2013
Catholic Charities of Louisville July 2009 - July 2010
Amadesa August 2007 - November 2008
Wholesale Lending Online October 2005 - June 2006
GreenPoint Mortgage 2004 - 2005
Provident Funding Associates L.P. February 2003 - September 2004
Education
Univeristy of Kentucky
Master of Business Administration (MBA)
University of Kentucky
Bachelor of Arts (BA), Marketing & Decision Science and Information Systems
Sacred Heart Academy 1995 — 1999
Chris Rasch's Provident Funding Associates L.P. Experience June 2009 - Present
Job Asst. Regional Manager at Provident Funding
Industry Financial Services
Experience
Provident Funding Associates L.P. June 2009 - Present
Skills
Financial Analysis, Loans, Mortgage Banking, Mortgage Lending, Financial Modeling, Underwriting, Mortgage Underwriting, Credit
Education
University of Southern California - Marshall School of Business 2006 — 2009
B.S., Corporate Finance
University of Southern California
Bachelor of Science (B.S.), Finance and Financial Management Services
Provident Funding Associates L.P. June 2009 - Present
Skills
Financial Analysis, Loans, Mortgage Banking, Mortgage Lending, Financial Modeling, Underwriting, Mortgage Underwriting, Credit
Education
University of Southern California - Marshall School of Business 2006 — 2009
B.S., Corporate Finance
University of Southern California
Bachelor of Science (B.S.), Finance and Financial Management Services
Swathi Rammohan, CPA's Provident Funding Associates L.P. Experience January 2013 - April 2015
Job Fund Accountant at Sunrun
Industry Accounting
Experience
Sunrun June 2015 - Present
Provident Funding Associates L.P. January 2013 - April 2015
Skills
Customer Service, Technical Recruiting, Screening, Sourcing, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Microsoft Excel, Recruiting, Talent Management, Microsoft Office, Outlook, QuickBooks, Accounting, Tax Preparation, Financial Analysis, Human Resources, Management, Accounts Payable, Account Reconciliation, Auditing, Access, Account Management, Accruals, Data Analysis, Financial Modeling, Financial Statements, General Ledger, PowerPoint, Bank Reconciliation, Corporate Finance, Accounts Receivable, SEC filings, Bookkeeping, Analytics, Journal Entries, Social Networking, GAAP, Analysis, Microsoft Word, Finance, Financial Reporting, Invoicing
Education
University of California, Santa Cruz 2008 — 2011
B.A., Business Economics, Information Systems Management
Monta Vista High School 2005 — 2008
Sunrun June 2015 - Present
Provident Funding Associates L.P. January 2013 - April 2015
Skills
Customer Service, Technical Recruiting, Screening, Sourcing, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Microsoft Excel, Recruiting, Talent Management, Microsoft Office, Outlook, QuickBooks, Accounting, Tax Preparation, Financial Analysis, Human Resources, Management, Accounts Payable, Account Reconciliation, Auditing, Access, Account Management, Accruals, Data Analysis, Financial Modeling, Financial Statements, General Ledger, PowerPoint, Bank Reconciliation, Corporate Finance, Accounts Receivable, SEC filings, Bookkeeping, Analytics, Journal Entries, Social Networking, GAAP, Analysis, Microsoft Word, Finance, Financial Reporting, Invoicing
Education
University of California, Santa Cruz 2008 — 2011
B.A., Business Economics, Information Systems Management
Monta Vista High School 2005 — 2008
Justin Balletta's Provident Funding Associates L.P. Experience June 2009 - September 2014
Job Training & Performance Enhancement at Colorado Federal Savings Bank
Industry Financial Services
Experience
Colorado Federal Savings Bank September 2014 - Present
Provident Funding Associates L.P. June 2009 - September 2014
Fastenal March 2007 - May 2009
FastLaneHW.com April 2003 - May 2007
Skills
Recruiting, Training, Loans, Management, Mortgage Underwriting, Account Management, Time Management, Banking, Complaint Management, Performance Appraisal, Loan Closings, Microsoft Excel, Web Development, Procurement, Inventory Management, Advertising, Product Evaluations, Vendor Management, Leadership, Sales, Analysis, Visual Basic for...
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (B.S.), Finance w/Risk Management
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science in Business Administration, Marketing and Finance
Colorado Federal Savings Bank September 2014 - Present
Provident Funding Associates L.P. June 2009 - September 2014
Fastenal March 2007 - May 2009
FastLaneHW.com April 2003 - May 2007
Skills
Recruiting, Training, Loans, Management, Mortgage Underwriting, Account Management, Time Management, Banking, Complaint Management, Performance Appraisal, Loan Closings, Microsoft Excel, Web Development, Procurement, Inventory Management, Advertising, Product Evaluations, Vendor Management, Leadership, Sales, Analysis, Visual Basic for...
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (B.S.), Finance w/Risk Management
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science in Business Administration, Marketing and Finance
Josh Mattson's Provident Funding Associates L.P. Experience October 2004 - January 2005
Job Financial Consultant at UnitedHealthcare
Industry Information Technology and Services
Experience
UnitedHealthcare February 2012 - Present
CognitiveDATA, Inc. February 2006 - February 2012
Musicland March 2005 - January 2006
Provident Funding Associates L.P. October 2004 - January 2005
Skills
SAS, SPSS, Excel, Access, Data Analysis, Analytics, Microsoft Office, Project Management, PowerPoint, Database Marketing, Statistics, Forecasting, SAS programming, Microsoft Word, Research, Microsoft Excel
Education
University of Minnesota-Morris 2000 — 2004
BA, Statistics, Management
UnitedHealthcare February 2012 - Present
CognitiveDATA, Inc. February 2006 - February 2012
Musicland March 2005 - January 2006
Provident Funding Associates L.P. October 2004 - January 2005
Skills
SAS, SPSS, Excel, Access, Data Analysis, Analytics, Microsoft Office, Project Management, PowerPoint, Database Marketing, Statistics, Forecasting, SAS programming, Microsoft Word, Research, Microsoft Excel
Education
University of Minnesota-Morris 2000 — 2004
BA, Statistics, Management
Dorothy Mayfield's Provident Funding Associates L.P. Experience March 2011 - October 2012
Job Sales Support Senior Associate at MC Appliance
Industry Consumer Services
Experience
MC Appliance October 2012 - Present
Provident Funding Associates L.P. March 2011 - October 2012
Provident Funding Associates L.P. September 2010 - February 2011
Skills
Microsoft Word, Mortgage Servicing, Real Estate, Finance, Banking, Loans, Mortgage Lending
Education
University of Illinois at Chicago 2006 — 2010
Bachelors, History, Economics
MC Appliance October 2012 - Present
Provident Funding Associates L.P. March 2011 - October 2012
Provident Funding Associates L.P. September 2010 - February 2011
Skills
Microsoft Word, Mortgage Servicing, Real Estate, Finance, Banking, Loans, Mortgage Lending
Education
University of Illinois at Chicago 2006 — 2010
Bachelors, History, Economics
Hunter Powers's Provident Funding Associates L.P. Experience October 2006 - Present
Job Loss Mitigation Specialist at Provident Funding Associates L.P.
Industry Real Estate
Experience
Provident Funding Associates, LP October 2006 - Present
Nichols Dodge June 2005 - September 2006
The Agency, Inc February 2004 - June 2005
Education
University of North Carolina at Greensboro 1996 — 2002
Bachelor of Science, Business Administration; Business Studies
Provident Funding Associates, LP October 2006 - Present
Nichols Dodge June 2005 - September 2006
The Agency, Inc February 2004 - June 2005
Education
University of North Carolina at Greensboro 1996 — 2002
Bachelor of Science, Business Administration; Business Studies
David James Li's Provident Funding Associates L.P. Experience January 2008 - December 2012
Job Mortgage Professional
Industry Financial Services
Experience
DocMagic January 2015 - Present
IMPAC MORTGAGE June 2013 - Present
OGI Mortgage Bankers August 2014 - January 2015
Freedom Mortgage December 2012 - June 2013
Sierra Pacific Mortgage August 2012 - December 2012
Provident Funding Associates L.P. January 2008 - December 2012
Provident Funding Associates L.P. January 2010 - December 2011
Provident Funding Associates L.P. October 2007 - March 2008
Grubb & Ellis January 2007 - June 2007
Steven Ehrlich Architects September 2006 - January 2007
Skills
Mortgage Lending, Underwriting, Loans, Portfolio Management, Foreclosures, Training, Sales, Loan Modifications, Marketing, Customer Service, Insurance, Bankruptcy, Short Sales, Mortgage Banking, Skip Tracing, Funding, Doc Drawing, Mortgage Servicing, Wholesale Lending, Loss Mitigation, Collections, Pipeline Management, Retail Lending, Loan Processing
Education
University of California, Los Angeles 2003 — 2007
Bachelors of Arts, Economics and International Development Studies
University of C
DocMagic January 2015 - Present
IMPAC MORTGAGE June 2013 - Present
OGI Mortgage Bankers August 2014 - January 2015
Freedom Mortgage December 2012 - June 2013
Sierra Pacific Mortgage August 2012 - December 2012
Provident Funding Associates L.P. January 2008 - December 2012
Provident Funding Associates L.P. January 2010 - December 2011
Provident Funding Associates L.P. October 2007 - March 2008
Grubb & Ellis January 2007 - June 2007
Steven Ehrlich Architects September 2006 - January 2007
Skills
Mortgage Lending, Underwriting, Loans, Portfolio Management, Foreclosures, Training, Sales, Loan Modifications, Marketing, Customer Service, Insurance, Bankruptcy, Short Sales, Mortgage Banking, Skip Tracing, Funding, Doc Drawing, Mortgage Servicing, Wholesale Lending, Loss Mitigation, Collections, Pipeline Management, Retail Lending, Loan Processing
Education
University of California, Los Angeles 2003 — 2007
Bachelors of Arts, Economics and International Development Studies
University of C
Mike Zachry's Provident Funding Associates L.P. Experience May 2012 - Present
Job FHA Compliance Officer at Provident Funding Associates, LP
Industry Financial Services
Experience
Provident Funding Associates, LP May 2012 - Present
Community Mortgage Funding, LLC October 2008 - May 2012
Skills
Underwriting
Education
University of California, Riverside 1970 — 1972
Bachelor of Science (B.S.), Microbiology, General
Provident Funding Associates, LP May 2012 - Present
Community Mortgage Funding, LLC October 2008 - May 2012
Skills
Underwriting
Education
University of California, Riverside 1970 — 1972
Bachelor of Science (B.S.), Microbiology, General
David J. Mestemaker's Provident Funding Associates L.P. Experience July 2012 - Present
Job Credit Analyst at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. July 2012 - Present
The Coldwater Implement Company May 2004 - July 2012
Skills
Management, Analysis, Access, Leadership, Time Management, Financial Analysis, Finance, Customer Service, Microsoft Excel, Marketing, Sales, Inventory Management, Credit, Loans, Banking, Investments, PowerPoint
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration, Finance and Marketing
Provident Funding Associates L.P. July 2012 - Present
The Coldwater Implement Company May 2004 - July 2012
Skills
Management, Analysis, Access, Leadership, Time Management, Financial Analysis, Finance, Customer Service, Microsoft Excel, Marketing, Sales, Inventory Management, Credit, Loans, Banking, Investments, PowerPoint
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration, Finance and Marketing
Kyle Meeker's Provident Funding Associates L.P. Experience November 2009 - December 2012
Job Mortgage Underwriter at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services June 2012 - Present
Provident Funding Associates L.P. November 2009 - December 2012
Golf Galaxy/Dick's Sporting Goods January 2005 - January 2011
Skills
Mortgage Underwriting,..., Retail Sales, Good athlete, Mortgage Lending, Customer Service, Microsoft Office, PowerPoint, Credit, Microsoft Excel, Banking, Credit Analysis, Marketing, Microsoft Word, Sales, Financial Analysis, Residential Mortgages, Mortgage Industry, Appraisals, Retail
Education
University of Cincinnati 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Archbishop McNicholas Highschool 2001 — 2005
Tata Consultancy Services June 2012 - Present
Provident Funding Associates L.P. November 2009 - December 2012
Golf Galaxy/Dick's Sporting Goods January 2005 - January 2011
Skills
Mortgage Underwriting,..., Retail Sales, Good athlete, Mortgage Lending, Customer Service, Microsoft Office, PowerPoint, Credit, Microsoft Excel, Banking, Credit Analysis, Marketing, Microsoft Word, Sales, Financial Analysis, Residential Mortgages, Mortgage Industry, Appraisals, Retail
Education
University of Cincinnati 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Archbishop McNicholas Highschool 2001 — 2005
Sandy Saephanh's Provident Funding Associates L.P. Experience June 2012 - Present
Job Credit Analyst at Provident Funding Associates L.P.
Industry Banking
Experience
Provident Funding Associates L.P. June 2012 - Present
Bank of America December 2011 - June 2012
Bank of America Corporation August 2009 - December 2011
Bank of America Corporation April 2007 - August 2009
Bank of America Corporation October 2006 - April 2007
BCMB Graduate Program April 2003 - August 2006
Education
University of California, Riverside 2002 — 2006
Bachelors of Science, Business Administration
Provident Funding Associates L.P. June 2012 - Present
Bank of America December 2011 - June 2012
Bank of America Corporation August 2009 - December 2011
Bank of America Corporation April 2007 - August 2009
Bank of America Corporation October 2006 - April 2007
BCMB Graduate Program April 2003 - August 2006
Education
University of California, Riverside 2002 — 2006
Bachelors of Science, Business Administration
Michael Proctor's Provident Funding Associates L.P. Experience August 2007 - August 2011
Job Realtor, The Proctor Group Home Selling Team | Keller Williams
Industry Real Estate
Experience
The Proctor Group Home Selling Team Keller Williams Realty September 2014 - Present
United Real Estate February 2013 - August 2014
JPMorgan Chase Bank, NA September 2011 - August 2013
Provident Funding Associates, LP August 2007 - August 2011
Provident Funding Associates, LP January 2004 - August 2007
Provident Funding Associates, LP February 2003 - January 2004
Fidelity Investments, CSG May 1999 - January 2003
Skills
Real Estate Transactions, Texas Real Estate..., Real Estate License, Real Estate Financing, Loans, Credit, Portfolio Management, Mortgage Lending, Loan Servicing, Risk Management, Mortgage Banking, Loss Mitigation, Loan Origination, Banking, Financial Risk, Underwriting, Process Improvement, Credit Analysis, Consumer Lending, Capital Markets, Mutual Funds, Default, Foreclosures, Fixed Income
Education
Texas A&M University 1997 — 2002
Bachelor of Business Administration, Finance
The Proctor Group Home Selling Team Keller Williams Realty September 2014 - Present
United Real Estate February 2013 - August 2014
JPMorgan Chase Bank, NA September 2011 - August 2013
Provident Funding Associates, LP August 2007 - August 2011
Provident Funding Associates, LP January 2004 - August 2007
Provident Funding Associates, LP February 2003 - January 2004
Fidelity Investments, CSG May 1999 - January 2003
Skills
Real Estate Transactions, Texas Real Estate..., Real Estate License, Real Estate Financing, Loans, Credit, Portfolio Management, Mortgage Lending, Loan Servicing, Risk Management, Mortgage Banking, Loss Mitigation, Loan Origination, Banking, Financial Risk, Underwriting, Process Improvement, Credit Analysis, Consumer Lending, Capital Markets, Mutual Funds, Default, Foreclosures, Fixed Income
Education
Texas A&M University 1997 — 2002
Bachelor of Business Administration, Finance
Amara Eap's Provident Funding Associates L.P. Experience January 2011 - Present
Job Credit Analyst at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. January 2011 - Present
Provident Funding Associates L.P. January 2011 - Present
Skills
Credit Analysis, Funding, Mortgage Underwriting, Underwriting, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loans, Financial Analysis, First Time Home Buyers
Education
University of Hawaii at Manoa 2007 — 2010
Bachelor of Arts (B.A.), Major: Economics, Minor: Japanese
Provident Funding Associates L.P. January 2011 - Present
Provident Funding Associates L.P. January 2011 - Present
Skills
Credit Analysis, Funding, Mortgage Underwriting, Underwriting, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loans, Financial Analysis, First Time Home Buyers
Education
University of Hawaii at Manoa 2007 — 2010
Bachelor of Arts (B.A.), Major: Economics, Minor: Japanese
Adam Carmel's Provident Funding Associates L.P. Experience June 2007 - July 2013
Job President at Ethos Lending
Industry Financial Services
Experience
Ethos Lending April 2014 - Present
Provident Funding Associates L.P. June 2007 - July 2013
Skills
Financial Analysis, Capital Markets, Corporate Finance, Due Diligence, Financial Modeling, Fixed Income, Investments, Private Equity, Risk Management, Strategic Financial..., Valuation
Education
University of Southern California 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Entrepreneurship
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Ethos Lending April 2014 - Present
Provident Funding Associates L.P. June 2007 - July 2013
Skills
Financial Analysis, Capital Markets, Corporate Finance, Due Diligence, Financial Modeling, Fixed Income, Investments, Private Equity, Risk Management, Strategic Financial..., Valuation
Education
University of Southern California 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Entrepreneurship
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Jackie Robles's Provident Funding Associates L.P. Experience May 2000 - Present
Job Closer at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. May 2000 - Present
Heritage Title Company 1995 - 2000
US Navy 1990 - 1994
Education
University of Phoenix 2010 — 2013
Criminal justice, Organization security management
Provident Funding Associates L.P. May 2000 - Present
Heritage Title Company 1995 - 2000
US Navy 1990 - 1994
Education
University of Phoenix 2010 — 2013
Criminal justice, Organization security management
Alice Tsai's Provident Funding Associates L.P. Experience March 2012 - Present
Job Investor Accounting at Provident Funding Associates L.P.
Industry Real Estate
Experience
Provident Funding Associates L.P. March 2012 - Present
Provident Funding Associates L.P. February 2011 - March 2012
Provident Funding Associates L.P. August 2010 - February 2011
UCSD Transportation Services August 2007 - March 2009
Skills
Mortgage Lending, Commercial Real Estate, Investments, Loans, Finance, Asset Management, Credit, Analysis, Banking
Education
UCSD 2007 — 2010
Bachelor of Arts, Economics
Provident Funding Associates L.P. March 2012 - Present
Provident Funding Associates L.P. February 2011 - March 2012
Provident Funding Associates L.P. August 2010 - February 2011
UCSD Transportation Services August 2007 - March 2009
Skills
Mortgage Lending, Commercial Real Estate, Investments, Loans, Finance, Asset Management, Credit, Analysis, Banking
Education
UCSD 2007 — 2010
Bachelor of Arts, Economics
(Sue) Lee Truong's Provident Funding Associates L.P. Experience May 2008 - November 2011
Job Credit Products AnalystGlobal Commercial Banking at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Fremont Bank November 2011 - March 2014
Provident Funding Associates L.P. May 2008 - November 2011
Santa Cruz Biotechnology May 2007 - June 2008
Skills
Underwriting, Software Documentation, Mortgage Lending, Loans, Invoicing, Funding, Accounting, Accounts Receivable, Analysis, Training, Credit Analysis, PowerPoint, Mortgage Banking, Financial Analysis, Finance
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Accounting and Business/Management
Milton Shoong Chinese Cultural Center 1992 — 2002
Bank of America Merrill Lynch March 2014 - Present
Fremont Bank November 2011 - March 2014
Provident Funding Associates L.P. May 2008 - November 2011
Santa Cruz Biotechnology May 2007 - June 2008
Skills
Underwriting, Software Documentation, Mortgage Lending, Loans, Invoicing, Funding, Accounting, Accounts Receivable, Analysis, Training, Credit Analysis, PowerPoint, Mortgage Banking, Financial Analysis, Finance
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Accounting and Business/Management
Milton Shoong Chinese Cultural Center 1992 — 2002
Jessica Hurley's Provident Funding Associates L.P. Experience June 2013 - Present
Job Mortgage closer at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. June 2013 - Present
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics and Management
Provident Funding Associates L.P. June 2013 - Present
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics and Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY