Retreat Capital Management, Inc.
Address: 17870 Sky Park Cir, Irvine, CA 92614 Phone: (949) 679-1001: : : : : : Category: Place name: Website: Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Retreat Capital Management, Inc. Posting publicly on the Web Reviews 1 Google review
Retreat Capital Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Retreat Capital Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Retreat Capital Management, Inc. Salaries. You can even request information on how much does Retreat Capital Management, Inc. pay if you want to. Learn about salaries, pros and cons of working for Retreat Capital Management, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
46 Retreat Capital Management, Inc. employees in database. Find out everything there's to know about Retreat Capital Management, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Retreat Capital Management, Inc. Employees
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
Auction.com August 2013 - Present
Enterprise Holdings Inc. August 2012 - July 2013
Enterprise Rent-A-Car August 2010 - July 2012
Retreat Capital Management, Inc. January 2010 - July 2010
City of Irvine May 2008 - August 2008
Morgan Stanley May 2007 - August 2007
Skills
Marketing, Customer Service, Account Management, Sales Management, Sales Operations, Salesforce.com, Direct Sales, Marketing Strategy, Management, Contract Negotiation, Market Research, New Business Development, Real Estate Development, Commercial Real Estate, Commercial Real Estate..., Sales, Microsoft Excel, Microsoft Office, Real Estate
Education
University of Arizona 2005 — 2009
Bachelor in Science, Regional Development and Business
Retreat Capital Management, Inc. July 2012 - Present
Butler & Hosch, P.A. March 2011 - July 2012
BMK Marketing Solutions January 2010 - February 2011
Walgreens December 2009 - February 2011
Skills
Vendor Management, Mortgage Lending, Loan Origination, Customer Service, Loans, Foreclosures, Credit, Mortgage Banking, Process Improvement, Management, Analysis, Leadership, Training, Loan Servicing, Banking, Project Management, Program Management, Marketing, Loss Mitigation, Project Planning, Insurance, Sales, Risk Management, Portfolio Management, Mortgage Servicing, Budgets, Finance, Real Estate, Underwriting, Business Development, Negotiation, Team Building, Mortgage Underwriting, Access, Team Leadership, Outlook, Business Process, Investments, Financial Analysis, Account Management, Operations Management, Forecasting, Strategic Planning, Business Analysis, Asset Management, Executive Management, Residential Mortgages, Recruiting, Due Diligence, Microsoft Excel
Education
Grambling State University 2005 — 2009
Bachelor of Science (BS), Marketing
Villanova University
Project Management Certification
First Command Financial Services January 2015 - Present
Unicity International May 2014 - Present
Accretive Solutions October 2014 - February 2015
Prince Minerals Inc December 2013 - August 2014
Retreat Capital Management, Inc. June 2013 - June 2013
Jack Henry & Associates January 2011 - November 2012
Halliburton July 2010 - August 2010
Idea Integration April 2008 - November 2009
Idea Integration September 2003 - April 2008
Klein Independent School District 2002 - 2004
Skills
MS Project, SharePoint, Visio, XML, HTML, Integration, InfoPath, SharePoint Designer, Web Development, Content Management, VBA, Microsoft Office, Microsoft Excel
Education
Texas A&M University 1973 — 1977
Bachelor of Science
Consolidated Analytics, Inc. February 2015 - Present
Retreat Capital Management, Inc. April 2008 - Present
Retreat Capital Management, Inc April 2008 - January 2014
Morgan Stanley June 2006 - June 2008
MORGAN STANLEY; US Residential Business June 2005 - April 2008
Fremont Investment & Loan June 2003 - June 2006
TRANSGLOBAL CONSULTING November 1999 - June 2003
NATIONAL INVESTORS FINANCIAL, INC September 1995 - November 1999
The Epoxylite Corporation April 1994 - August 1995
THE BRENT WALKER GROUP, PLC January 1992 - November 1993
Skills
Risk Management, Process Improvement, Strategic Planning, Leadership, Due Diligence, Debt, Capital Markets, Financial Modeling, Investor Relations, Asset Managment, Executive Management, Portfolio Management, Valuation, Real Estate Economics, Loans, Analysis, Asset Management, Banking, Business Strategy, Change Management, Credit, Finance, Financial Analysis, Financial Risk, Financial Services, Forecasting, Investments, Loan Origination, Loan Servicing, Management, Mergers, Mergers, Mortgage Banking, Outsourcing, Mortgage Lending, Private Equity, Project Management, Real Estate, Start-ups, Sales, Strategic Financial..., Strategy, Underwriting
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
2003, EMBA
London Business School 1989 — 1992
CIMA, Accounting
London School Of Accountancy 1989 — 1992
CIMA, Chartered Institute of Management Accountants
Retreat Capital Management, Inc. February 2012 - October 2013
JPMorgan Chase February 1997 - August 2008
Skills
Business Analysis, Business Requirements, Requirements Gathering, Risk Management, Mortgage Lending, User Acceptance Testing, Banking, SDLC, Loans, Portfolio Management, Process Improvement, Financial Analysis, Mortgage Banking, Analysis, Valuation, Requirements Analysis
Education
Eastfield College
Accounting and Business/Management
Skyline High School
Reverse Mortgage Solutions, Inc. April 2014 - Present
Retreat Capital Management, Inc. March 2012 - October 2013
Saxon Mortgage/Morgan Stanley August 2010 - March 2012
First American Title September 2006 - July 2010
Aames Home Loan, March 2005 - September 2006
Skills
Languages, Business Analysis, Business Strategy, Business Management, Project Planning, Title Insurance, Title Companies, Settlements, Litigation Support, Fee Negotiation, Resolution, Conflict Resolution, Reporting & Analysis, Account Management, Team Management, Foreclosures, Management, Metrics, Quality Assurance, Quality Management, Coordination, E-Learning, Invoicing, Leadership, Loans, Microsoft Office, Contract Negotiation, Operations Management, Settlement, Risk Management, Default, Mortgage Lending, Banking, Loss Mitigation, Mortgage Banking, Credit, Loan Modifications, Mortgage Servicing, FHA, REO, Loan Servicing, Residential Mortgages, Refinance, VA loans, Underwriting, Loan Origination, Bankruptcy, Training, Consumer Lending, Closings
Education
University of Phoenix 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harding University 1999 — 2001
Bachelor of Arts (B.A.), Public Relations/Mass Communication Studies
Holland Hall 1990 — 1995
Diploma, General
Rushmore Loan Management Services LLC April 2014 - Present
Colonial Savings May 2013 - April 2014
Retreat Capital Management, Inc. February 2013 - April 2013
Newbold Advisors July 2012 - January 2013
Saxon MSI July 2008 - July 2012
Countrywide Home Loans November 2007 - July 2008
Wells Fargo June 2004 - October 2007
Skills
Experience as a..., Experience in sales and..., Knowledgeable with MSP,..., Loss Mitigation, Mortgage Servicing, Loan Servicing, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Underwriting, Call Center, Credit Analysis, Risk Management, Residential Mortgages, Process Improvement, Default, Customer Service, Vendor Management, Consumer Lending, Portfolio Management, FHA, Short Sales, Banking, Sales, Loan Modifications, Call Centers, Analysis, Foreclosures, Training, Financial Services, Insurance, Finance, Management, Bankruptcy, Software Documentation, Credit Cards, Real Estate, Auditing, Quality Assurance, Mortgage Underwriting, Executive Management, Financial Risk, Credit Risk, Internal Audit, Retail Banking, Relationship Management, Asset Management, Negotiation
Education
University of Houston 2015 — 2018
Bachelor's degree, Psychology
Tarrant County College 2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Eastern Hills High School 1997 — 2001
Diploma, High School
U.S. Bank February 2015 - Present
Bridgeforce May 2014 - February 2015
Experian December 2013 - April 2014
Retreat Capital Management, Inc. April 2012 - October 2013
Fannie Mae June 2010 - April 2012
Fannie Mae November 2009 - June 2010
Bank of America August 2007 - November 2009
Experian June 2002 - April 2007
American Income Life March 2001 - April 2002
AT&T Mobility November 1999 - February 2001
Skills
Customer Relations, Mortgage, Loans, Call Center, Access, Process Improvement, Outlook, Business Analysis, Credit, Customer Service, Excel, Word, PowerPoint, Program Management, Insurance, Telephone Skills, Visio, Financial Analysis, Customer Satisfaction, Problem Solving, Coaching, Analysis, Documentation, Team Leadership, SQL, Microsoft Office, Banking, Compliance, Lotus Notes, Team Building, MS Project, Troubleshooting, Account Management, Project Planning, Mortgage Lending, Visual Basic, Management, Call Centers, Risk Management, Microsoft Excel, Loan Servicing, Financial Risk, SharePoint, InfoPath, RESPA, Loss Mitigation, Finance, Data Analysis, Mortgage Servicing, Quality Assurance
Education
University of Phoenix 2004 — 2006
Bachelors of Science degree, Business / Information Systems
Northeast Texas Community College 1994 — 1996
Associates of Science degree, Accounting
Mt. Pleasant High School 1990 — 1994
HS Diploma, Calculus, Physics, 12
Fay Servicing April 2013 - Present
Retreat Capital Management, Inc. March 2012 - April 2013
Bank of America April 2011 - March 2012
LJM Associates, LLC April 2008 - May 2011
Goldman Sachs January 2007 - April 2008
HSBC Mortgage Services 1987 - 2005
HSBC Mortgage Services 2003 - 2004
Household Commercial Financial Services, Inc. 1995 - 2000
Skills
Loss Mitigation, Mortgage, Loans, Compliance, Mortgage Banking
Education
The John Marshall Law School 1979 — 1981
Juris Doctor, Law
University of Illinois at Urbana-Champaign - College of Business 1973 — 1976
B.S., Business Administration
Vendor Resource Management August 2012 - Present
Retreat Capital Management, Inc. March 2012 - August 2012
CoreLogic October 2011 - June 2012
Skills
Evictions Specialist/..., SharePoint, Project Management, Salesforce.com, XML, Strategic Planning, Customer Service, Requirements Analysis, Lead Generation, SaaS, Disaster Recovery, Account Management, Scrum, Property, REO, Appraisals, Default, Real Estate, Mortgage Servicing
Education
SUNY Plattsburgh 1994 — 1999
Philosophy
Texas Christian University January 2015 - Present
Chase April 2014 - January 2015
Retreat Capital Management, Inc. November 2012 - April 2014
Technisource June 2011 - November 2012
Kelly Services January 2010 - June 2010
Kaiser Permanente January 2007 - December 2009
Kaiser Permanente October 1999 - January 2007
Skills
Access, VBA, SSRS, Data Analysis, SSIS, Databases, T-SQL, Data Mining, Data Warehousing, SQL Server Management..., Outlook, Healthcare, Analysis, Business Analysis, Visio, SQL DB2, SOX Compliancy, Mortgage Banking, Software Documentation, Vendor Management, Formulas, Microsoft Office, Loss Mitigation, Business Process, Management, Process Improvement, Remedy Software, Blackbaud SDK, XML
Education
Texas Woman's University
Bachelor of Business Administration (BBA), Business Administration and Management, General, Magna Cum Laude
Tarrant County College
Associate of Arts (AA)
Bank of the West June 2015 - Present
Visa October 2014 - May 2015
Retreat Capital Management, Inc. December 2013 - August 2014
CitiMortgage USA June 2010 - December 2013
Citigroup May 2009 - June 2010
Citi January 2007 - April 2009
CitiFinancial July 2004 - December 2006
CitiFinancial USA August 2001 - July 2004
Citibank Hungary January 1998 - August 2001
Citibank UAE January 1990 - December 1997
Skills
Risk Management, Personal Loans, Consumer Finance, Credit Cards, Consumer Lending, Operational Risk, Credit Risk, Operational Risk..., Retail Banking, Cards, Credit, Portfolio Management, Risk, Enterprise Risk..., Emerging Markets, Banking, Loans, Mortgage, Mortgage Lending, Financial Risk, Credit Analysis, Financial Services, Commercial Banking, Capital Markets
Education
Indian Institute Of Social Welfare and Business Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance
The Institute of Chartered Accountants of India 1983 — 1986
Chartered Accountant
R&R Investments September 2014 - Present
Navigant June 2014 - September 2014
Retreat Capital Management, Inc. January 2012 - March 2013
Fannie Mae September 2010 - June 2011
Bank of America January 2009 - August 2010
All Fund Mortgage January 2004 - September 2008
1st Southern Financial Group February 1997 - December 2002
Skills
Mortgage Lending, FHA, REO, Mortgage Banking, Investment Properties, Budgets, Strategic Planning, Sales Management, Customer Service, Loans, Residential Mortgages, Loan Origination, Marketing, Real Estate, Underwriting, Investments, Credit, Selling, Finance, Negotiation, Loan Servicing, Sales, Refinance
Education
Grambling State University 1984 — 1990
Bachelor's degree, Management
Grambling State University 1984 — 1990
BS, Business, Management, Marketing, and Related Support Services
Retreat Capital Management, Inc. June 2012 - Present
Saxon Mortgage May 2010 - May 2012
Enterprise Rent A Car July 2005 - February 2009
Skills
Loans, Finance, Loss Mitigation, Banking, Portfolio Management, Underwriting, Analysis, Real Estate, Management, Sales, Foreclosures, Financial Services, Loan Servicing, Quality Auditing, Mortgage Servicing, Residential Mortgages, Financial Risk, AS400 system, Mortgage Banking, Equator, Quality Assurance, Consulting
Education
Stephen F. Austin State University 2000 — 2005
Bachelor, Business Administration/Management emphasis HR
Treliant Risk Advisors November 2013 - Present
Retreat Capital Management, Inc. September 2013 - November 2013
Bank of America February 2012 - August 2013
Allonhill October 2011 - February 2012
Risk Management Group July 2011 - October 2011
Citi 2007 - 2008
Citi 2007 - 2008
Citi 2007 - 2008
Skills
Due Diligence, Financial Analysis, Financial Services, Sales, Sales Operations, Retail Sales, Mortgage Servicing, Banking, Credit, Auditing, Mortgage Lending, Loans, Financial Risk, Finance, Credit Risk, Retail Banking, Operational Risk, Internal Audit, Risk Management, Cash Management, Credit Analysis, Forecasting, Enterprise Risk..., Mortgage Banking, Customer Service, Loan Origination, Residential Mortgages, Management, Leadership
Education
Chicago State University 1995 — 1999
Bachelor's degree, Marketing
Home wood Flossmoor high school
Home wood Flossmoor high school
Home wood Flossmoor high school
ClearSpring Loan Services, Inc. March 2014 - Present
Retreat Capital Management, Inc. April 2013 - March 2014
Bank of America July 2011 - April 2013
Saxon Mortgage / Morgan Stanley September 2009 - July 2011
Goodman Networks March 2009 - September 2009
DynCorp International January 2007 - March 2009
Skills
Visio, Process Improvement, Management, Software Documentation, Oracle, Technical Writing, SharePoint, Business Intelligence, Business Process..., Vendor Management, Information Technology, Program Management, Risk Management, Business Analysis, Databases, SQL, SDLC, Requirements Analysis, MS Project, Cross-functional Team..., Leadership, Integration, Requirements Gathering, Business Process, PMP, Data Analysis, Software Project..., Access, Analysis, PMO, Testing, Quality Assurance, Microsoft Project, Project Portfolio..., Project Management
Education
Texas Tech University 2004 — 2006
Mathematics, Physics & Technical Communication
Texas A&M University-Commerce 2002 — 2004
Mathematics & Physics
Delmar Financial Services LLC 2012 - Present
Retreat Capital Management, Inc. 2011 - 2012
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2008 - 2009
Delta Funding Corporation 2002 - 2008
South Trust Securities 1997 - 2002
Fidelity Investments 1994 - 1997
Josephthal, Lyons, & Ross 1992 - 1994
Skills
Financial Analysis, Finance, Financial Modeling, Customer Service, Investments, Credit Risk, Portfolio Management, Budgets, Strategic Planning, Negotiation, Public Speaking, Financial Services, Credit, Fixed Income, Mortgage Lending, Underwriting, Valuation, Financial Risk, Bloomberg Terminal, Microsoft Excel, Microsoft Access
Education
Florida Atlantic University
Master of Science (M.S.), Finance
Florida International University
Bachelor of Business Administration (B.B.A.), Finance
The Bill Consulting Group January 2007 - Present
Retreat Capital Management, Inc. October 2012 - August 2014
Bank of America June 2011 - November 2012
Saxon Mortgage Services April 2010 - June 2011
PHH Mortgage April 2010 - May 2010
PHH Corporation October 2009 - February 2010
Newbold Advisors, LLC September 2008 - June 2009
Countrywide Financial February 2007 - August 2008
GMAC-RFC 2006 - 2007
GMAC Bank 2001 - 2007
Skills
Internal Audit, Due Diligence, Six Sigma, Enterprise Risk..., Financial Control, Risk Management, Process Improvement, Compliance, Vendor, Change Management, Internal Controls, PMO, Vendors, Mortgage Lending, Project Management, Finance, Financial Audits, Vendor Management, Financial Services, Business Analysis, Mergers & Acquisitions, Strategy, Credit, Governance, Management, Leadership, Executive Management, Operational Risk..., Quality Assurance, Quality Control, CFPB Implementation, Loans, Program Management, Auditing, Forecasting, Outsourcing, Analytics, Credit Risk, Banking, Risk Assessment, Strategic Financial..., Training, Operational Risk, Business Development, Business Process...
Education
Temple University - Fox School of Business and Management 1993 — 1995
EMBA, Business Administration
Villanova University 1977 — 1980
BSBA, Business Administration - Finance Concentration
Wingspan Portfolio Advisors 2013 - Present
Retreat Capital Management, Inc. February 2012 - October 2012
JPMorgan Chase August 2011 - January 2012
Amercian Home Mortgage Servicing Inc. July 2009 - August 2011
CBRE April 2008 - May 2009
GMAC Mortgage August 2007 - April 2008
First Horizon Home Loans December 2003 - August 2007
Skills
Mortgage Lending, Mortgage Banking, Loss Mitigation, Loans, FHA, Mortgage Servicing, Loan Origination, Default, Loan Servicing, Foreclosures, Asset Managment, Valuation, Loan Modifications, Credit, Portfolio Management, VA loans, Underwriting, Asset Management, REO
Education
DeVry University 2011 — 2014
Degree, Business/Corporate Communications
Tarrant County College 2000 — 2003
Associate Degree, Business Administration and Management
James Bowie High School 1996 — 2000
HS Diploma
J.P. Morgan Chase September 2014 - Present
JPMorgan Chase & Co. September 2014 - Present
Treliant Risk Advisors March 2014 - September 2014
Wells Fargo Home Mortgage February 2013 - August 2013
Retreat Capital Management, Inc. March 2012 - April 2013
JP Morgan Chase February 2011 - March 2012
Citi February 2009 - January 2012
Citi February 2007 - August 2008
Citi October 2005 - February 2007
Skills
Microsoft Office, Loans, Mortgage Lending, Credit, Underwriting, Quality Management, Leadership, Banking, Training, Quality Auditing, Team Building, Finance, Customer Service, Loss Mitigation, Financial Risk, Analysis, Management, Mortgage Banking, Residential Mortgages, Sales, Auditing, Call Centers, Insurance, Mortgage Underwriting, Real Estate, Coaching, Quality Assurance, Credit Analysis, Risk Management, FHA, Strategic Planning, Performance Management, Portfolio Management, Mortgage Servicing, Policy, Loan Origination, Credit Risk, Default, Foreclosures, Loan Modifications, Loan Servicing, Access, Consumer Lending, Financial Services, Refinance, REO, Vendor Management, Financial Analysis, Process Improvement, Relationship Management
Education
Langston University 2000 — 2004
BS, Management/Finance
James Bowie High School
Consolidated Analytics, Inc. April 2014 - Present
HomDNA January 2015 - Present
Retreat Capital Management, Inc. April 2013 - April 2014
Pierce and Associates February 2012 - April 2013
Barrington Youth Hockey May 2008 - August 2012
Fifth Third Bank September 2010 - February 2012
JPMorgan Chase March 2009 - September 2010
Washington Mutual June 2007 - January 2009
Skills
Customer Service, Mortgage Lending, Loans, Banking, Microsoft Excel, Quality Control, Vendor Management, Capacity Planning, Project Management, Default Servicing, Team Building, Customer Satisfaction, Default, Leadership, Software Documentation, Quality Assurance, Financial Risk, Auditing, Mortgage Banking, Internal Audit
Education
University of Phoenix 2009 — 2011
MBA, Management
Holy Cross College 2003 — 2007
BA, Liberal Studies
Dallas Independent School District February 2015 - Present
Colvin Resources Group November 2013 - December 2014
Retreat Capital Management, Inc. August 2012 - April 2013
Commercial Metals Company April 2011 - August 2012
Pepsi Beverages Company (formerly PepsiAmericas, Inc.) February 2008 - March 2010
New York Department of Taxation and Finance July 2007 - December 2007
Internal Revenue Service May 2006 - May 2007
State of California Board of Equalization August 1999 - May 2006
Carson Pirie Scott September 1998 - August 1999
Skills
Financial Audits, Operational Audit, Regulatory compliance, Sarbanes-Oxley Act, SAP BI, PeopleSoft, QuickBooks, Compliance, Auditing, Financial Accounting, General Ledger, GAAP, Internal Audit, Internal Controls, Financial Reporting, Tax, Accounting, US GAAP, Cost Accounting, SEC filings, Enterprise Risk..., Finance, Process Improvement, Risk Management, Account Reconciliation, Sarbanes-Oxley, Financial Analysis, IT Audit, Accounts Payable, Managerial Finance
Education
Dillard University 1994 — 1998
Bachelors, Accounting
Percy L Julian High School 1988 — 1992
Discover Financial Services September 2014 - Present
RW & JW LLC July 2012 - Present
Fay Servicing January 2014 - August 2014
Discover July 2013 - January 2014
Retreat Capital Management, Inc. February 2013 - May 2013
Discover Financial Services 2013 - 2013
Skills
SDLC, Financial Services, Credit Cards, SQL, Requirements Analysis, Vendor Management, Data Warehousing, Process Improvement, Business Analysis, Mortgage Servicing, Risk Management, Quality Assurance, Leadership, Mortgage Lending, Banking
Education
The University of South Dakota 1979 — 1983
Bachelor of Science in Business Administration, Accounting, 3.5
Capital One Auto Finance May 2014 - Present
Retreat Capital Management, Inc. 2012 - 2014
JPMorgan Chase, N.A. 2011 - 2012
Nationstar Mortgage 2010 - 2011
Clark Consulting 2008 - 2009
Avelo Mortgage 2006 - 2008
Skills
Quality Assurance, Analysis, Financial Services, Risk Management, Training, Vendor Management, Leadership, Finance, Business Analysis, Process Improvement, Portfolio Management
Education
University of North Texas 2003 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.78
OpExNow July 2014 - Present
Retreat Capital Management, Inc. March 2012 - May 2014
eLoyalty, a TeleTech Company March 2011 - March 2012
Modis International September 2010 - March 2011
Cisco Systems May 2007 - April 2009
Infrastruct Security November 2006 - March 2007
Catherine Bartlett Consulting January 2003 - March 2007
Austin Technology Council April 1998 - December 2002
Skills
Project Management, Customer Service, Risk Management, Data Analysis, Turn Around Management, Process Redesign, Cross-functional Team..., Customer Satisfaction, Team Building, Strategic Planning, Vendor Management, Team Leadership, Program Management, Process Improvement, Account Management, Matrix/Cross-functional..., Executive-level..., Collaboration &..., Relationship Management, Change Management, Business Process..., Integration, Management, Analysis, PMP, Outsourcing, Networking, Strategy, Unified Communications, CRM, Leadership, Business Process, PMO
Education
St. Edward's University
BBA, Business Management, Magna Cum Laude
St. Edward's University
BA, Criminal Justice, Magna Cum Laude
Briggs Freeman Sotheby's International Realty March 2014 - Present
Law Offices of Larry Smith June 2011 - March 2014
Retreat Capital Management, Inc. July 2012 - April 2013
Resources Global Professionals July 2011 - July 2012
CoreLogic, Inc. September 2010 - June 2011
McGlinchey Stafford August 2008 - June 2010
Jackson Walker LLP January 2002 - August 2008
Gibson, Dunn & Crutcher LLP January 1998 - January 2002
Locke Purnell Rain Harrell (n/k/a Locke Lord Bissell & Liddell July 1973 - August 1998
Skills
Corporate Governance, Debt Restructuring, Software Licensing, Expert Witness, Residential Homes, Litigation, Corporate Law, Commercial Litigation, Intellectual Property, Due Diligence, Bankruptcy, Mergers, Mortgage Lending, Real Estate Transactions, Negotiation, Arbitration, Legal Research, Mediation, Joint Ventures, Asset Management, Real Estate Development, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Legal Writing, Property Management, Contract Negotiation, Loans, Real Estate Economics, Leases, Finance, Real Estate Financing, Licensing, Risk Management, Litigation Management, Disposition, Dispute Resolution, Trade Secrets, Foreclosures, Credit, Private Equity, Legal Assistance, Property Law, Business Transactions, Legal Compliance
Education
Southern Methodist University Dedman School of Law 1970 — 1973
J.D., Law
Southern Methodist University 1966 — 1969
B.A, Political Science
NatureBox February 2014 - Present
Retreat Capital Management, Inc. May 2012 - January 2014
Alorica August 2011 - May 2012
Arch Bay Group, LLC December 2008 - August 2011
Lehman Brothers SBF December 2006 - September 2008
Ameriquest Mortgage Company February 2005 - December 2006
Countrywide Home Loans August 2003 - January 2005
Skills
Business Analysis, Business Intelligence, Requirements Analysis, ETL, Business Requirements, SQL, Data Warehousing, Access, Portfolio Management, SQL Server, Analysis, Visio, Systems Analysis, Data Analysis, Forecasting, Excel, Business Process..., Process Improvement, Database Design, Modeling, Requirements Gathering, SDLC, Strategic Planning, Change Management, Microsoft Office, Six Sigma, Business Objects, Data Modeling, Word, PowerPoint, Crystal Reports, Problem Solving, Business Process, Microsoft SQL Server, Microsoft Word, Project Management, Strategy, Enterprise Architecture, Management, Performance Management, Software Development, Vendor Management, Project Planning, SharePoint, Training, Business Strategy, SSIS, T-SQL, VBA, Risk Management
Education
California State University-Northridge 1996 — 2001
Bachelor of Science (BS), Business Administration/Management Information Systems
Stonegate Mortgage Corporation July 2013 - Present
Retreat Capital Management, Inc. August 2012 - July 2013
iServe Servicing Inc February 2008 - June 2012
GMAC Mortgage August 2007 - February 2008
GMAC Mortgage November 2006 - July 2007
GMAC Mortgage March 2004 - October 2006
GMAC Mortgage September 2003 - February 2004
AXA Advisors January 2002 - April 2003
Skills
Mortgage Servicing, Loss Mitigation, Loan Servicing, Default, Mortgage Industry, Loan Modifications, Foreclosures, Bankruptcy, Customer Service, Client Liaison, Management, Collections, Process Improvement, Team Leadership, Leadership
Education
Baylor University 1997 — 2001
Bachelor of Business Administration, Marketing & Management
Discover Financial Services September 2013 - Present
Fay Servicing, LLC 2014 - 2014
Retreat Capital Management, Inc. February 2013 - May 2013
Bank of America June 2011 - January 2013
Saxon Mortgage Servicing, Inc (a Morgan Stanley Company) July 2010 - May 2011
Zenta March 2010 - April 2010
Morgan Stanley U.S. Residential Mortgage/Saxon May 2008 - March 2010
Morgan Stanley 1986 - 2008
Morgan Stanley Credit Corporation 1986 - 2008
Skills
Loan Servicing, Loan Modifications, Foreclosures, Home Affordable..., HAFA, Financial Services, Mortgage Servicing, Loss Mitigation, Credit, Banking, Portfolio Management, Loans, Business Process..., Business Analysis, Mortgage Lending, Risk Management, Analysis, Underwriting, Call Centers, Default, Business Process, Management, Loan Origination, Credit Risk, Mortgage Banking, Credit Analysis, Residential Mortgages
Education
Kennesaw State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Economics/Finance
Sorbonne University - France 1981 — 1981
French Language and Culture - Summer Program 1981
Rushmore Loan Management Services LLC May 2015 - Present
Navigant Consulting July 2014 - May 2015
Retreat Capital Management, Inc. February 2013 - November 2013
First American Residential Management Services March 2011 - February 2013
Caliber Funding fka Accredited Home Lenders November 2008 - January 2011
First American Corp. October 2007 - October 2008
Skills
Management, Program Management, Software Documentation, Project Management, Business Process, Mortgage Lending, Loans, Credit, Risk Management, Business Analysis, Process Improvement, Banking, Vendor Management, Financial Analysis, Access, FHA, Reporting & Analysis, Financial Reporting, Finance, Sales
Education
University of Phoenix 2004 — 2006
M.B.A., Accounting
University of California, Riverside 1994 — 1998
B.A., Business Economics
HomeStreet Bank March 2014 - Present
Retreat Capital Management, Inc. February 2013 - May 2013
L&L Energy Incorporated February 2010 - October 2011
Washington Mutual April 2007 - December 2010
Harland Financial Solutions June 2003 - March 2007
Washington Mutual 1996 - 2003
Washington Mutual 1996 - 2000
Skills
Quality Assurance, SDLC, SQL, Business Analysis, Analysis, MS Project, Data Analysis, Project Management, Management, Testing, Vendor Management, Access, Leadership, Finance, SharePoint, Visio, Risk Management
Education
University of Washington 1978 — 1981
Bachelor of Arts, Communications / Advertising
Pacific Lutheran University 1976 — 1977
Bachelors, English
Santander Consumer USA Inc. May 2014 - Present
Retreat Capital Management, Inc. 2012 - Present
Skills
Short Sales, Credit, Loans, Risk Management, Loss Mitigation, Mortgage Banking, Banking, Loan Servicing, Portfolio Management, Process Improvement, Vendor Management, Financial Analysis, Mortgage Lending, Underwriting, Credit Analysis, Credit Risk, Mortgage Servicing, Analysis, Finance, Business Analysis, SQL, Bank Reconciliation, Quality Control, Quality Assurance, Financial Accounting, Cost Management, Cost Accounting, Employee Training, Onboarding, Operations Management, Sales Management, Software Quality..., Learn New Software..., AS400 system, Internal Audit, External Audit, Tax Research, Talent Management, HR Software
Education
University of Kansas
BS
Sense Corp February 2015 - Present
Nissan Motor Acceptance Corporation February 2014 - February 2015
Retreat Capital Management, Inc. October 2012 - January 2014
Sabre Holdings August 2011 - July 2012
Morgan Stanley/Saxon Mortgage November 2010 - August 2011
Capital One November 2009 - November 2010
JPMorgan Chase May 2007 - November 2009
JPMorgan Chase September 2003 - May 2007
Skills
Access, Databases, Data Analysis, Analysis, Visio, Management, SharePoint, Financial Analysis, Banking, Business Analysis, Credit, Finance, Microsoft Excel, Portfolio Management, Process Improvement, Project Planning, Risk Management, Troubleshooting, Vendor Management
Education
Saint Leo University
Bachelors of Business Administration: Management
Supporting Strategies Texas April 2014 - Present
Televicentro / Staff Deportivo January 2001 - Present
Capital One via Iconma December 2013 - December 2014
Retreat Capital Management, Inc. March 2012 - November 2013
American Home Mortgage Servicing August 2011 - March 2012
Cisco Systems January 2011 - August 2011
The Harbour Group April 2003 - January 2011
Aviall 2008 - 2009
Defenbaugh & Associates, Inc. 2003 - 2007
Perot Systems 1996 - 2001
Skills
Process Optimization, Business Process..., Process Mapping, Business Analysis, Management Consulting, Internal Audit, Change Management, Process Improvement, Vendor Management, Business Process Mapping, Cross-functional Team..., Operations Management, Business Process, Program Management, SDLC, IT Strategy, Project Management, Business Intelligence, Integration, Outsourcing, Enterprise Architecture, Business Continuity..., Disaster Recovery, Process Consulting, Consulting, Analysis, Project Planning, Enterprise Software, Management, Leadership
Education
The University of Texas at San Antonio 1994 — 1996
MBA, International Business
Spring Hill College 1987 — 1991
BS, Business
Retreat Capital Management, Inc. November 2012 - 2013
Retreat Capital Management, Inc. March 2012 - November 2012
Carlisle & Gallagher Consulting Group November 2011 - March 2012
Expedia August 2009 - November 2011
Expedia Inc. August 2006 - August 2009
Aarcs 2005 - 2005
Skills
Team Building, Leadership, Analysis, Account Management, Team Management, Employee Training, Contract Management, Auditing, Quality Control, Mediation, Dispute Resolution, Process Improvement, Visio, Software Documentation, Quality Assurance, Program Management, CRM, Team Leadership, Access, SDLC, Business Analysis, Organizational..., Performance Management, Business Process..., Business Process, Outsourcing, Vendor Management, Coaching, Change Management, Training, Negotiation, Customer Satisfaction, Call Centers, Management, Human Resources, Contract Negotiation, Cross-functional Team..., Six Sigma, Budgets, Project Management, SharePoint, Banking, Management Consulting, Risk Management, Data Analysis, Operations Management, Forecasting, Recruiting, Analytics
Education
University of North Texas 2005 — 2007
Bachelors, Organizational Development
Dallas County Community College 1999 — 2005
Associates, Business Administration
Amberton University
Masters, Human Relations and Business
Townview
Security Service Federal Credit Union July 2013 - Present
Retreat Capital Management, Inc. July 2012 - July 2013
Wells Fargo Home Mortgage (via Signature Consultants, LLC) March 2011 - July 2012
PR Newswire January 2010 - October 2010
PR Newswire December 2006 - December 2009
PR Newswire December 2005 - November 2006
PR Newswire August 2000 - November 2005
PR Newswire September 1998 - July 2000
Skills
User Acceptance Testing, SDLC, Requirements Analysis, Requirements Gathering, Defect Tracking, Manual Testing, Problem Solving, Test Planning, Usability Testing, Customer Oriented, Microsoft Office, Proofreading, Integration, Regression Testing, Quality Center, Test Cases, Analysis, Business Requirements, Visio, System Testing, Management, Quality Assurance, Business Analysis, Leadership, Troubleshooting, Training, Testing, Software Quality..., Software Documentation, Call Centers, Software Project...
Education
St. Edward's University 1993 — 1997
BA, Photocommunications
Flagstar Bank December 2014 - Present
Dekow Consulting May 2011 - Present
Retreat Capital Management, Inc. September 2012 - October 2013
Bank of America, NA May 2011 - August 2012
Hyde House Group July 2009 - May 2011
Washington Mutual July 2008 - June 2009
Washington Mutual January 2005 - June 2008
Washington Mutual March 2001 - December 2004
Wells Fargo Home Mortgage January 1998 - September 2000
AccuBanc Mortgage Corporation June 1994 - December 1997
Skills
Loan Servicing, Loss Mitigation, Mortgage Lending, Loans, Mortgage Banking, FHA, Vendor Management, Underwriting, Loan Origination, Program Management, Banking, Residential Mortgages
Education
Suffolk University Law School 1998 — 2001
Juris Doctor, Law
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
MBA, Finance and Operations Management
Dartmouth College 1982 — 1986
Bachelor of Arts, Psychology & Religion
Wells Fargo August 2014 - Present
Bank of America October 2013 - April 2014
RCS July 2013 - September 2013
Bank of America April 2013 - July 2013
Retreat Capital Management, Inc. August 2012 - March 2013
CoreLogic May 2012 - August 2012
GE Capital September 2007 - October 2011
Skills
Account Management, Credit, Call Center, Customer Satisfaction, Customer Relations, Business Analysis, Data Analysis, Crystal Reports, Reporting & Analysis, Business Objects, Analytics, Training & Development, Banking, Finance, Process Improvement, Risk Management, Credit Risk, Relationship Management, Commercial Banking, Commercial Lending, CRM, Loans, Customer Service
Education
DeVry University-Texas
Leaders in Internal Audit, Compliance and Risk in the Dallas/Fort Worth Area. 2013 - Present
Fannie Mae June 2014 - December 2014
Supreme Lending March 2014 - June 2014
Retreat Capital Management, Inc. February 2012 - September 2013
Morgan Stanley September 2007 - February 2012
Accredited Home Lenders March 2002 - September 2007
GreenPoint Bank December 1997 - March 2002
Skills
Financial Modeling, Risk Management, Due Diligence, Financial Analysis, Internal Audit, Banking, Portfolio Management, Compliance, Operational Risk, Risk Assessment, Auditing, Credit Risk, Enterprise Risk..., Financial Audits, Financial Risk, Business Advisory, Budgets and Planning, Root Cause Analysis, Quality Control, Quality Assurance, Policies and Procedures, Reporting & Analysis, Continuous Monitoring, Continuous Auditing, Metric Development, Key Risk Indicators, Key Performance..., Mortgage Banking, Mortgage Servicing, Secondary Market, Unsecured Loans, Consumer Lending, Financial Services, Fraud, Certified Fraud Examiner, Loans
Education
Loyola Marymount University 1976 — 1980
Bachelors of Business Administration, Finance
Allstate Insurance Agency October 2010 - Present
Retreat Capital Management, Inc. 2012 - 2013
AT&T January 2009 - October 2010
Major Homebuliders April 1994 - December 2008
Skills
Human Resources..., Electric Energy Analysis, Sales
Education
Prairie View A&M University 1977 — 1981
BBA, Business Management/Marketing
Retreat Capital Management, Inc. August 2011 - May 2013
Metlife Home Loans September 2010 - July 2011
Capital One November 2009 - September 2010
Skills
Mortgage Banking, Mortgage Underwriting, Training, Process Improvement, Management, Human Resources, Program Management, Analysis, Mortgage Lending, Loans, Credit, Banking, Budgets, Loss Mitigation, Recruiting
Education
Collin County Community College 2013 — 2013
Project Management
East field College 2003 — 2004
Businss Management
El Centro College 2002 — 2003
Business Management
Beachbody October 2015 - Present
Beachbody June 2014 - Present
Retreat Capital Management, Inc. February 2013 - March 2014
San Jose State University January 2012 - May 2012
San Jose State University August 2010 - May 2012
San Jose State University August 2011 - December 2011
Skills
Data Analysis, Financial Analysis, Valuation, Analysis, Microsoft Excel, Real Estate, Oracle E-Business Suite, Qualitative Research, Quantitative Research, Analytical Skills, Project Management, Budgets, Invoicing, Customer Service, Microsoft Office
Education
University of California, Irvine 2013 — 2013
Project Management
San Jose State University 2008 — 2012
Bachelor's degree, Anthropology
Retreat Capital Management, Inc. February 2012 - Present
Chase June 2008 - September 2011
HSBC September 2007 - June 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Portfolio Management, Banking, Loan Origination, Risk Management, Asset Management, Financial Analysis, FHA, Valuation, Underwriting, Residential Mortgages, Investments
Education
Collin County Community College 2006 — 2007
Carlisle & Gallagher Consulting Group February 2014 - Present
Retreat Capital Management, Inc. 2012 - 2013
Xerox August 2007 - July 2012
Skills
SharePoint, IBM AS/400, Equator, Yardi, Iportal, AACER, FHA Neighborhood Watch, LPS Desktop, LPS Invoice Manageent, EVARS, Microsoft Word, Microsoft Excel, MSP, Financial Analysis, Banking
Education
University of Central Arkansas 1998 — 2004
Bachelor of Arts (BA), Mass Communication/Media Studies