Retreat Capital Management Group
Industry: Company
DescriptionFounded: 2008 Parent organization: Allsec Technologies
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Retreat Capital Management Group Employees
Employee
Years
Job
Industry
Alvin Bartholomew Alvin Bartholomew's Retreat Capital Management Group Experience April 2012 - Present
Job
Industry Financial Services
Experience
Retreat Capital Management Group April 2012 - Present
Vanguard Logistics Services March 2011 - April 2012
ITT CORPORATION February 2007 - February 2010
AAMES INVESTMENT CORPORATION May 2005 - October 2006
CB Richard Ellis August 2003 - May 2005
Primedia December 2000 - March 2003
E*Trade July 1999 - December 2000
3Com July 1997 - July 1999
Skills
Hyperion Enterprise, Forecasting, Essbase, Financial Analysis, Financial Reporting, Cash Flow, Pricing, Financial Accounting, Sarbanes-Oxley, Executive Management, Finance, Budgets, Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Internal Controls, Management, Auditing, Variance Analysis, Hyperion, SAP, Strategic Financial..., Strategy, Financial Modeling, Leadership, Strategic Planning, Consolidation, Business Strategy, Banking, Due Diligence, Managerial Finance, Budgeting, Corporate Finance, Business Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Finance
Pacific Union College 1990 — 1995
BS degree, Business
Retreat Capital Management Group April 2012 - Present
Vanguard Logistics Services March 2011 - April 2012
ITT CORPORATION February 2007 - February 2010
AAMES INVESTMENT CORPORATION May 2005 - October 2006
CB Richard Ellis August 2003 - May 2005
Primedia December 2000 - March 2003
E*Trade July 1999 - December 2000
3Com July 1997 - July 1999
Skills
Hyperion Enterprise, Forecasting, Essbase, Financial Analysis, Financial Reporting, Cash Flow, Pricing, Financial Accounting, Sarbanes-Oxley, Executive Management, Finance, Budgets, Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Internal Controls, Management, Auditing, Variance Analysis, Hyperion, SAP, Strategic Financial..., Strategy, Financial Modeling, Leadership, Strategic Planning, Consolidation, Business Strategy, Banking, Due Diligence, Managerial Finance, Budgeting, Corporate Finance, Business Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1997
MBA, Finance
Pacific Union College 1990 — 1995
BS degree, Business
Eric Uvaney Eric Uvaney's Retreat Capital Management Group Experience 2008 - 2011
Job MBA, CTP, FP&A
Industry Financial Services
Experience
Madison Credit Management Services April 2014 - Present
Retreat Capital Management, Inc. August 2011 - April 2014
Staff One, Inc. April 2010 - December 2011
Retreat Capital Management Group 2008 - 2011
Residential Credit Solutions, Inc August 2008 - August 2010
Morgan Stanley US Residential Home Loans June 2007 - May 2008
Saxon Mortgage 2007 - 2008
Fremont Investment & Loan June 2006 - June 2007
Aames Financial 2004 - 2006
Kinecta Federal Credit Union 1994 - 2004
Skills
Cash Management, Key Performance..., Accounting, Finance, Analysis, Essbase, Project Planning, Microsoft Office, Oracle, Billing Systems, Capital Allocation, Financial Analysis, Treasury, Corporate Banking, Covenant Compliance, Warehouse Loan..., Forecasting, Corporate Governance, Commercial Banking, Business Strategy, Loans, Financial Reporting, Management, Process Improvement, Strategy, Business Analysis, Strategic Financial..., Managerial Finance, Executive Management, Portfolio Management, Budgets, Risk Management, Leadership, Credit, Financial Services, Cash Flow, Banking, Performance Management, Financial Modeling, Mergers & Acquisitions, Due Diligence, Variance Analysis, Mortgage Lending, Sarbanes-Oxley Act, Pricing, Treasury Management, Financial Risk, Insurance, Credit Risk, Investor Relations
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
MBA, Organizational Development
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration - Finance
El Camino College 1990 — 1995
A.S., Business Administration
University of Phoenix 2009 — 2010
Business, Accounting
Madison Credit Management Services April 2014 - Present
Retreat Capital Management, Inc. August 2011 - April 2014
Staff One, Inc. April 2010 - December 2011
Retreat Capital Management Group 2008 - 2011
Residential Credit Solutions, Inc August 2008 - August 2010
Morgan Stanley US Residential Home Loans June 2007 - May 2008
Saxon Mortgage 2007 - 2008
Fremont Investment & Loan June 2006 - June 2007
Aames Financial 2004 - 2006
Kinecta Federal Credit Union 1994 - 2004
Skills
Cash Management, Key Performance..., Accounting, Finance, Analysis, Essbase, Project Planning, Microsoft Office, Oracle, Billing Systems, Capital Allocation, Financial Analysis, Treasury, Corporate Banking, Covenant Compliance, Warehouse Loan..., Forecasting, Corporate Governance, Commercial Banking, Business Strategy, Loans, Financial Reporting, Management, Process Improvement, Strategy, Business Analysis, Strategic Financial..., Managerial Finance, Executive Management, Portfolio Management, Budgets, Risk Management, Leadership, Credit, Financial Services, Cash Flow, Banking, Performance Management, Financial Modeling, Mergers & Acquisitions, Due Diligence, Variance Analysis, Mortgage Lending, Sarbanes-Oxley Act, Pricing, Treasury Management, Financial Risk, Insurance, Credit Risk, Investor Relations
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
MBA, Organizational Development
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration - Finance
El Camino College 1990 — 1995
A.S., Business Administration
University of Phoenix 2009 — 2010
Business, Accounting
Paula Govers, PMP CSM Paula Govers, PMP CSM's Retreat Capital Management Group Experience December 2011 - May 2013
Job Program Manager Looking for next opportunity!
Industry Financial Services
Experience
Retreat Capital Management Group December 2011 - May 2013
Fannie Mae July 2011 - November 2011
Wells Fargo Home Mortgage February 2010 - July 2011
Wachovia, A Wells Fargo Company October 2007 - December 2008
USAA December 2006 - October 2007
USAA April 2004 - November 2006
J Sainsbury plc April 2002 - May 2003
Scudder Kemper Investments 1999 - 2001
Skills
Program Management, PMO, Project Portfolio..., Project Management, Agile Methodologies, Software Documentation, Requirements Management, Business Process..., Process Engineering, Six Sigma, Access, SDLC, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Risk Management, SharePoint, Visio, MS Project, Leadership, Management, Integration, Change Management, Strategy, Business Process, Project Delivery, Business Requirements, Resource Management
Education
George Mason University 1992 — 1996
BA, Communications
George Mason University 1992 — 1996
Bachelor's Degree, Business/Corporate Communications and Public Relations
Retreat Capital Management Group December 2011 - May 2013
Fannie Mae July 2011 - November 2011
Wells Fargo Home Mortgage February 2010 - July 2011
Wachovia, A Wells Fargo Company October 2007 - December 2008
USAA December 2006 - October 2007
USAA April 2004 - November 2006
J Sainsbury plc April 2002 - May 2003
Scudder Kemper Investments 1999 - 2001
Skills
Program Management, PMO, Project Portfolio..., Project Management, Agile Methodologies, Software Documentation, Requirements Management, Business Process..., Process Engineering, Six Sigma, Access, SDLC, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Risk Management, SharePoint, Visio, MS Project, Leadership, Management, Integration, Change Management, Strategy, Business Process, Project Delivery, Business Requirements, Resource Management
Education
George Mason University 1992 — 1996
BA, Communications
George Mason University 1992 — 1996
Bachelor's Degree, Business/Corporate Communications and Public Relations
David Satow David Satow's Retreat Capital Management Group Experience 2010 - 2011
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2015 - Present
Brazos National Bank - Residential Lending March 2014 - March 2015
Georgetown Mortgage LLC November 2012 - March 2014
SMI Mortgage; Proficio Mortgage; Prime Lending January 2007 - September 2012
Retreat Capital Management Group 2010 - 2011
First Magnus Financial February 2005 - February 2007
EMC Mortgage January 2004 - October 2005
Beal Bank April 2003 - January 2004
Skills
USDA, VA loans, FHA, Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, Down Payment Assistance, FHA financing, Loans, Finance, Credit, Residential Mortgages, Real Estate, Short Sales, Government Loans, Sales, Credit Analysis, Loan Modifications, Financial Services, Loan Servicing, Reverse Mortgages, HAMP, Underwriting, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Investment Properties, Mortgage Servicing, VA Loans
Education
Texas Tech University 1998 — 2002
Business Associates Degree, Mass Communication/Media Studies
Plano East 1995 — 1997
General
Wells Fargo Home Mortgage April 2015 - Present
Brazos National Bank - Residential Lending March 2014 - March 2015
Georgetown Mortgage LLC November 2012 - March 2014
SMI Mortgage; Proficio Mortgage; Prime Lending January 2007 - September 2012
Retreat Capital Management Group 2010 - 2011
First Magnus Financial February 2005 - February 2007
EMC Mortgage January 2004 - October 2005
Beal Bank April 2003 - January 2004
Skills
USDA, VA loans, FHA, Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, Down Payment Assistance, FHA financing, Loans, Finance, Credit, Residential Mortgages, Real Estate, Short Sales, Government Loans, Sales, Credit Analysis, Loan Modifications, Financial Services, Loan Servicing, Reverse Mortgages, HAMP, Underwriting, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Investment Properties, Mortgage Servicing, VA Loans
Education
Texas Tech University 1998 — 2002
Business Associates Degree, Mass Communication/Media Studies
Plano East 1995 — 1997
General
Jeff Bohanon Jeff Bohanon's Retreat Capital Management Group Experience July 2012 - July 2014
Job Quality Control Auditor at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage January 2015 - Present
The Fountain Group (Alcon) November 2014 - January 2015
Retreat Capital Management Group July 2012 - July 2014
Saxon Mortgage August 2007 - July 2012
Home Source Mortgage September 2006 - July 2007
Dell November 1999 - August 2006
Skills
Mortgage Servicing, Sales Compensation, Benefits, Customer Relations, Problem Solving, Accounting, Team Building, Building Relationships, Analysis, Customer Service, Employee Benefits, Finance, Management, Process Improvement, Training, Loans, Mortgage Lending, Risk Management, Banking
Education
Concordia University-Austin 1997 — 2000
BA, Business Management
Nationstar Mortgage January 2015 - Present
The Fountain Group (Alcon) November 2014 - January 2015
Retreat Capital Management Group July 2012 - July 2014
Saxon Mortgage August 2007 - July 2012
Home Source Mortgage September 2006 - July 2007
Dell November 1999 - August 2006
Skills
Mortgage Servicing, Sales Compensation, Benefits, Customer Relations, Problem Solving, Accounting, Team Building, Building Relationships, Analysis, Customer Service, Employee Benefits, Finance, Management, Process Improvement, Training, Loans, Mortgage Lending, Risk Management, Banking
Education
Concordia University-Austin 1997 — 2000
BA, Business Management
Shaun Monthie's Retreat Capital Management Group Experience May 2012 - April 2013
Job Sr Vice President (NMLS #1175910)
Industry Financial Services
Experience
Freedom Mortgage April 2013 - Present
Retreat Capital Management Group May 2012 - April 2013
Residential Credit Solutions April 2007 - May 2012
New Century Mortgage September 2005 - April 2007
Aegis Mortgage Corporation October 2004 - September 2005
Specialized Loan Servicing July 2003 - September 2004
Olympus Servicing, LP (subsidiary of Credit Suisse First Boston) March 2001 - July 2003
Mediclaim Inc 2000 - 2001
National Instruments 1998 - 2000
Skills
Mortgage Servicing, Vendor Management, Loan Servicing, Process Improvement, Business Analysis, Forecasting, Mortgage Lending, Default, Loss Mitigation, Loans, Call Centers, Data Analysis, Budgets, Microsoft SQL Server, Management, Access, Software Documentation, Acquisitions, Financial Reporting, Process Scheduler, Project Management, Call Center Development, Contract Management, System Administration, Scripting, IVR, Software Development, Mortgage Banking, Executive Management, Finance, SQL, Databases, Visio, Data Warehousing, Requirements Gathering, FHA, Residential Mortgages, Portfolio Management, Mortgage Underwriting, Analysis, Business Process..., Loan Modifications, Project Planning, Application Support..., SQL Server Management..., Predictive Dialers, CFPB, Mortgage Loan...
Education
National Mortgage Licensing System & Registry (NMLS) 2014 — 2014
SAFE MLO National Test, NMLS #1175910
Microsoft SQL Server Certification
Microsoft Certified Solutions Expert, SQL Server
Austin Community College 1998 — 2000
Business Administration
Indiana State University - School of Business
Business Administration and Management, General
Freedom Mortgage April 2013 - Present
Retreat Capital Management Group May 2012 - April 2013
Residential Credit Solutions April 2007 - May 2012
New Century Mortgage September 2005 - April 2007
Aegis Mortgage Corporation October 2004 - September 2005
Specialized Loan Servicing July 2003 - September 2004
Olympus Servicing, LP (subsidiary of Credit Suisse First Boston) March 2001 - July 2003
Mediclaim Inc 2000 - 2001
National Instruments 1998 - 2000
Skills
Mortgage Servicing, Vendor Management, Loan Servicing, Process Improvement, Business Analysis, Forecasting, Mortgage Lending, Default, Loss Mitigation, Loans, Call Centers, Data Analysis, Budgets, Microsoft SQL Server, Management, Access, Software Documentation, Acquisitions, Financial Reporting, Process Scheduler, Project Management, Call Center Development, Contract Management, System Administration, Scripting, IVR, Software Development, Mortgage Banking, Executive Management, Finance, SQL, Databases, Visio, Data Warehousing, Requirements Gathering, FHA, Residential Mortgages, Portfolio Management, Mortgage Underwriting, Analysis, Business Process..., Loan Modifications, Project Planning, Application Support..., SQL Server Management..., Predictive Dialers, CFPB, Mortgage Loan...
Education
National Mortgage Licensing System & Registry (NMLS) 2014 — 2014
SAFE MLO National Test, NMLS #1175910
Microsoft SQL Server Certification
Microsoft Certified Solutions Expert, SQL Server
Austin Community College 1998 — 2000
Business Administration
Indiana State University - School of Business
Business Administration and Management, General
Vicky Powell's Retreat Capital Management Group Experience May 2012 - March 2014
Job Senior Internal Auditor for Caliber Home Loans
Industry Banking
Experience
Caliber Home Loans April 2014 - Present
Retreat Capital Management Group May 2012 - March 2014
JPMorgan Chase April 2011 - May 2012
MetLife Home Loans 2008 - 2011
Mannatech August 2007 - July 2008
American Home Mortgage November 2005 - August 2007
Saxon Mortgage August 2004 - November 2005
PricewaterhouseCoopers September 2000 - August 2004
Skills
Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, External Audit, Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, General Ledger, Risk Management, Banking, Account Reconciliation, Risk Assessment, Financial Risk, Fraud, Due Diligence, Process Improvement, Managerial Finance, Financial Audits
Education
University of North Texas 1998 — 2000
MS, Accounting
The University of Texas at Austin 1974 — 1978
BS, Child Development
Caliber Home Loans April 2014 - Present
Retreat Capital Management Group May 2012 - March 2014
JPMorgan Chase April 2011 - May 2012
MetLife Home Loans 2008 - 2011
Mannatech August 2007 - July 2008
American Home Mortgage November 2005 - August 2007
Saxon Mortgage August 2004 - November 2005
PricewaterhouseCoopers September 2000 - August 2004
Skills
Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, External Audit, Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, General Ledger, Risk Management, Banking, Account Reconciliation, Risk Assessment, Financial Risk, Fraud, Due Diligence, Process Improvement, Managerial Finance, Financial Audits
Education
University of North Texas 1998 — 2000
MS, Accounting
The University of Texas at Austin 1974 — 1978
BS, Child Development
Hilary Snyder Hilary Snyder's Retreat Capital Management Group Experience July 2012 - May 2014
Job AVP, Policy and Procedure Management
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation December 2014 - Present
Prospect Mortgage, LLC May 2014 - December 2014
Retreat Capital Management Group July 2012 - May 2014
Saxon Mortgage January 2012 - July 2012
Saxon Mortgage August 2009 - January 2012
Saxon Mortgage January 2008 - September 2009
Santander Consumer USA Inc. June 2006 - January 2008
AmeriCredit November 2004 - June 2006
Skills
Coaching, Leadership, SQL, IBM iSeries, Customer Satisfaction
Education
Tarrant County College
Fairway Independent Mortgage Corporation December 2014 - Present
Prospect Mortgage, LLC May 2014 - December 2014
Retreat Capital Management Group July 2012 - May 2014
Saxon Mortgage January 2012 - July 2012
Saxon Mortgage August 2009 - January 2012
Saxon Mortgage January 2008 - September 2009
Santander Consumer USA Inc. June 2006 - January 2008
AmeriCredit November 2004 - June 2006
Skills
Coaching, Leadership, SQL, IBM iSeries, Customer Satisfaction
Education
Tarrant County College
Craig Peden CPA Craig Peden CPA's Retreat Capital Management Group Experience May 2012 - June 2013
Job Chief Operating Officer
Industry Wholesale
Experience
Dahlgren Duck & Associates June 2013 - Present
Retreat Capital Management Group May 2012 - June 2013
Staff One, Inc September 2010 - April 2012
Residential Credit Solutions, Inc. February 2007 - August 2010
Dahlgren Duck 2002 - 2006
Transamerica Mortgage Corp July 1995 - March 2000
Pier 1 Imports May 1990 - June 1995
Bank of America July 1987 - May 1990
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, General Ledger, GAAP, CPA, Managerial Finance, Banking, Executive Management, Strategic Financial..., Cash Flow, Operations Management, Investor Relations, Financial Accounting, Sarbanes-Oxley
Education
Texas Wesleyan University 1980 — 1983
BBA, Accounting
Paschal High 1969 — 1973
Dahlgren Duck & Associates June 2013 - Present
Retreat Capital Management Group May 2012 - June 2013
Staff One, Inc September 2010 - April 2012
Residential Credit Solutions, Inc. February 2007 - August 2010
Dahlgren Duck 2002 - 2006
Transamerica Mortgage Corp July 1995 - March 2000
Pier 1 Imports May 1990 - June 1995
Bank of America July 1987 - May 1990
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, General Ledger, GAAP, CPA, Managerial Finance, Banking, Executive Management, Strategic Financial..., Cash Flow, Operations Management, Investor Relations, Financial Accounting, Sarbanes-Oxley
Education
Texas Wesleyan University 1980 — 1983
BBA, Accounting
Paschal High 1969 — 1973
Rick Needles, MBA CQM CSSBB Rick Needles, MBA CQM CSSBB's Retreat Capital Management Group Experience February 2012 - April 2014
Job Vice President Quality Oversight and Initiatives at Bayview Loan Servicing, LLC
Industry Banking
Experience
Bayview Loan Servicing, LLC February 2015 - Present
Fannie Mae August 2014 - Present
Beacon Hill Staffing Group June 2014 - Present
Retreat Capital Management Group February 2012 - April 2014
Saxon Mortgage December 2007 - February 2012
GreenPoint Mortgage October 1998 - December 2007
Security Pacific Financial Services February 1984 - October 1998
Skills
MS Office Suite, Business Process..., Risk Management, Loss Mitigation, Servicing, Mortgage Banking, Mortgage Servicing, Loan Modification, Mortgage, Loan Servicing, Underwriting, Mortgage Lending, LPS, Consumer Lending, Default, Loans, Subprime, Post Closing, Credit, Mortgage Industry, Compliance, Oversight, Conventional, Process Improvement, Credit Risk, Conforming, Non-Conforming, Residential Mortgages, Six Sigma, Mortgage Underwriting, FHA, Quality Assurance, Program Management, Portfolio Management, Microsoft Office, Financial Services, Loan Origination, Loan Modifications, Asset Management, Financial Risk, Executive Management, Credit Analysis, Management, Call Centers, Refinance, Quality Control, Vendor Management, Finance, Operational Excellence, Relationship Management
Education
University of Phoenix 1987 — 1989
MBA, Business Administration
Colorado State University 1973 — 1977
Bachelor's degree, Music Education
Bayview Loan Servicing, LLC February 2015 - Present
Fannie Mae August 2014 - Present
Beacon Hill Staffing Group June 2014 - Present
Retreat Capital Management Group February 2012 - April 2014
Saxon Mortgage December 2007 - February 2012
GreenPoint Mortgage October 1998 - December 2007
Security Pacific Financial Services February 1984 - October 1998
Skills
MS Office Suite, Business Process..., Risk Management, Loss Mitigation, Servicing, Mortgage Banking, Mortgage Servicing, Loan Modification, Mortgage, Loan Servicing, Underwriting, Mortgage Lending, LPS, Consumer Lending, Default, Loans, Subprime, Post Closing, Credit, Mortgage Industry, Compliance, Oversight, Conventional, Process Improvement, Credit Risk, Conforming, Non-Conforming, Residential Mortgages, Six Sigma, Mortgage Underwriting, FHA, Quality Assurance, Program Management, Portfolio Management, Microsoft Office, Financial Services, Loan Origination, Loan Modifications, Asset Management, Financial Risk, Executive Management, Credit Analysis, Management, Call Centers, Refinance, Quality Control, Vendor Management, Finance, Operational Excellence, Relationship Management
Education
University of Phoenix 1987 — 1989
MBA, Business Administration
Colorado State University 1973 — 1977
Bachelor's degree, Music Education
Camron Hashemi, PMP's Retreat Capital Management Group Experience May 2012 - March 2014
Job Business Analyst
Industry Financial Services
Experience
Black Knight Financial Services Data & Analytics July 2014 - Present
Retreat Capital Management Group May 2012 - March 2014
First American Financial Corporation August 2011 - May 2012
Arch Bay Capital August 2010 - August 2011
Arch Bay Capital October 2008 - August 2010
Option One Mortgage August 2006 - October 2008
Option One Mortgage January 2006 - August 2006
Skills
Portfolio Management, Valuation, Asset Managment, Loan Servicing, Financial Modeling, Analysis, Project Management, Process Building, SQL, VBA, Access, Asset Management, Risk Management, REO, Strategic Planning, Mortgage Lending, Banking, Credit, Mortgage Servicing, Real Estate, HTML, CSS, T-SQL Stored Procedures, Ruby, JavaScript, jQuery, Strategy, Foreclosures, Loans, Business Process, Management, Executive Management, Loss Mitigation, Business Development, Due Diligence, Mortgage Banking, SDLC, Financial Analysis, Vendor Management, Requirements Gathering, Business Analysis, Process Improvement, Finance, Financial Services, Visio, Mergers & Acquisitions, Investments, Real Estate Economics, Business Process..., Loan Origination
Education
University of California, Irvine 2011 — 2011
Project Management
California State University-Long Beach 2001 — 2005
Bachelors, International Business
Black Knight Financial Services Data & Analytics July 2014 - Present
Retreat Capital Management Group May 2012 - March 2014
First American Financial Corporation August 2011 - May 2012
Arch Bay Capital August 2010 - August 2011
Arch Bay Capital October 2008 - August 2010
Option One Mortgage August 2006 - October 2008
Option One Mortgage January 2006 - August 2006
Skills
Portfolio Management, Valuation, Asset Managment, Loan Servicing, Financial Modeling, Analysis, Project Management, Process Building, SQL, VBA, Access, Asset Management, Risk Management, REO, Strategic Planning, Mortgage Lending, Banking, Credit, Mortgage Servicing, Real Estate, HTML, CSS, T-SQL Stored Procedures, Ruby, JavaScript, jQuery, Strategy, Foreclosures, Loans, Business Process, Management, Executive Management, Loss Mitigation, Business Development, Due Diligence, Mortgage Banking, SDLC, Financial Analysis, Vendor Management, Requirements Gathering, Business Analysis, Process Improvement, Finance, Financial Services, Visio, Mergers & Acquisitions, Investments, Real Estate Economics, Business Process..., Loan Origination
Education
University of California, Irvine 2011 — 2011
Project Management
California State University-Long Beach 2001 — 2005
Bachelors, International Business
Laura Tryson, CFA, PMP's Retreat Capital Management Group Experience May 2012 - April 2014
Job Financial consultant with over 20 years of experience
Industry Machinery
Experience
Ross Industries, Inc. September 2014 - Present
Retreat Capital Management Group May 2012 - April 2014
Modis February 2011 - May 2012
SWBC January 2008 - February 2010
Euler Hermes ACI 2000 - 2007
Skills
Risk Management, Process Improvement, Vendor Management, PMO, Business Analysis, PMP, Program Management, Project Management, Financial Risk, Project Portfolio..., Change Management, Visio, Banking, Business Process..., Finance, Business Process, Management, Cross-functional Team..., Financial Analysis, Business Strategy, Strategic Planning, Performance Management, Organizational..., Forecasting, Project Delivery, Requirements Gathering, Analysis, Requirements Analysis
Education
Southern Wesleyan University
Accounting
Ross Industries, Inc. September 2014 - Present
Retreat Capital Management Group May 2012 - April 2014
Modis February 2011 - May 2012
SWBC January 2008 - February 2010
Euler Hermes ACI 2000 - 2007
Skills
Risk Management, Process Improvement, Vendor Management, PMO, Business Analysis, PMP, Program Management, Project Management, Financial Risk, Project Portfolio..., Change Management, Visio, Banking, Business Process..., Finance, Business Process, Management, Cross-functional Team..., Financial Analysis, Business Strategy, Strategic Planning, Performance Management, Organizational..., Forecasting, Project Delivery, Requirements Gathering, Analysis, Requirements Analysis
Education
Southern Wesleyan University
Accounting
Adrienne Villalobos's Retreat Capital Management Group Experience April 2012 - January 2014
Job Vice President, PennyMac Loan Services
Industry Financial Services
Experience
PennyMac Loan Services, LLC July 2014 - Present
Retreat Capital Management Group April 2012 - January 2014
Chase April 2011 - April 2012
Saxon April 2009 - April 2011
Countrywide Home Loans January 2001 - April 2009
Skills
Loss Mitigation, HAMP, Vendor Management, Acquisitions, Mortgage Servicing, Default, Call Center, Call Centers, Loans, Loan Origination, Loan Servicing, Mortgage Banking, Portfolio Management, Residential Mortgages, VA loans, Mortgage Lending, Underwriting, Mortgage Underwriting, Management, Loan Modifications, Credit, Risk Management, Leadership, Refinance, Finance, Financial Services, Executive Management, FHA, USDA, Foreclosures, REO, Consumer Lending, Banking, Credit Analysis, Credit Risk, FHA financing, Bankruptcy, Short Sales, Home Equity Loans, Asset Management, Government Loans, Escrow, Real Estate Economics, Mergers & Acquisitions, Construction Loans, Financial Risk, Reverse Mortgages, Relationship Management, Commercial Mortgages, Insurance
Education
Texas Woman's University 2005 — 2009
Bachelor’s Degree (BGS), Business and Government
PennyMac Loan Services, LLC July 2014 - Present
Retreat Capital Management Group April 2012 - January 2014
Chase April 2011 - April 2012
Saxon April 2009 - April 2011
Countrywide Home Loans January 2001 - April 2009
Skills
Loss Mitigation, HAMP, Vendor Management, Acquisitions, Mortgage Servicing, Default, Call Center, Call Centers, Loans, Loan Origination, Loan Servicing, Mortgage Banking, Portfolio Management, Residential Mortgages, VA loans, Mortgage Lending, Underwriting, Mortgage Underwriting, Management, Loan Modifications, Credit, Risk Management, Leadership, Refinance, Finance, Financial Services, Executive Management, FHA, USDA, Foreclosures, REO, Consumer Lending, Banking, Credit Analysis, Credit Risk, FHA financing, Bankruptcy, Short Sales, Home Equity Loans, Asset Management, Government Loans, Escrow, Real Estate Economics, Mergers & Acquisitions, Construction Loans, Financial Risk, Reverse Mortgages, Relationship Management, Commercial Mortgages, Insurance
Education
Texas Woman's University 2005 — 2009
Bachelor’s Degree (BGS), Business and Government
Josh Harms's Retreat Capital Management Group Experience June 2012 - Present
Job Project Manager/Consultant at Retreat Capital Management Group
Industry Financial Services
Experience
Retreat Capital Management Group June 2012 - Present
Saxon Mortgage January 2011 - June 2012
Education
The University of Texas at Dallas 1998 — 2001
B.S.
Retreat Capital Management Group June 2012 - Present
Saxon Mortgage January 2011 - June 2012
Education
The University of Texas at Dallas 1998 — 2001
B.S.
Corinthian Thomas's Retreat Capital Management Group Experience February 2012 - July 2014
Job Vice President of Compliance, JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY