RoundPoint Financial Group
Industry: Company
DescriptionFounded: 2007 Subsidiaries: RoundPoint Mortgage Servicing Corporation, RoundPoint Capital Group, Inc
RoundPoint Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RoundPoint Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RoundPoint Financial Group Employees
Employee
Years
Job
Industry
Ethan Herman Ethan Herman's RoundPoint Financial Group Experience June 2014 - December 2014
Job Office Engineer with Rodgers Builders
Industry Construction
Experience
Rodgers Builders, Inc. December 2014 - Present
RoundPoint Financial Group June 2014 - December 2014
IBS Environmental Services, Inc. January 2013 - May 2014
Sustainable Service Initiative Club January 2012 - December 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Customer Service, Construction, Project Planning, Time Management, Project Management
Education
Appalachian State University 2010 — 2012
Bachelor of Science and Business Administration, Entrepreneurship/Entrepreneurial Studies
University of North Carolina at Charlotte 2008 — 2010
Rodgers Builders, Inc. December 2014 - Present
RoundPoint Financial Group June 2014 - December 2014
IBS Environmental Services, Inc. January 2013 - May 2014
Sustainable Service Initiative Club January 2012 - December 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Customer Service, Construction, Project Planning, Time Management, Project Management
Education
Appalachian State University 2010 — 2012
Bachelor of Science and Business Administration, Entrepreneurship/Entrepreneurial Studies
University of North Carolina at Charlotte 2008 — 2010
Tyler Manske Tyler Manske's RoundPoint Financial Group Experience August 2013 - February 2014
Job Executive Recruiter, Banking and Financial Services Division at Randstad USA
Industry Banking
Experience
Randstad USA February 2014 - Present
RoundPoint Financial Group August 2013 - February 2014
States Mortgage September 2012 - August 2013
Miller Resource Group February 2010 - August 2012
Skills
Executive Search, Business Development, Human Resources, Interviews, Technical Recruiting, Executive Management, Talent Acquisition, International Project..., Recruiting, Mining, Engineering, Project Management, Negotiation, Sourcing, CRM, New Business Development, Minerals, Screening Resumes, Cold Calling, Account Management, Talent Management, Contract Recruitment, Internet Recruiting, Applicant Tracking..., Consulting, Loans, Management, Onboarding, Building Relationships, Change Management, Mortgage Underwriting, Contract Negotiation, Sales, Residential Mortgages, Strategic Sourcing, RPO, Organizational..., Employment Law, Team Building, Employee Relations, Mortgage Lending, Leadership Development, Process Improvement, Leadership, Management Consulting, Team Leadership, Performance Management, Commercial Lending, Commercial Banking, C&I Lending
Education
Elmhurst College 2005 — 2009
BA, Psychology
Randstad USA February 2014 - Present
RoundPoint Financial Group August 2013 - February 2014
States Mortgage September 2012 - August 2013
Miller Resource Group February 2010 - August 2012
Skills
Executive Search, Business Development, Human Resources, Interviews, Technical Recruiting, Executive Management, Talent Acquisition, International Project..., Recruiting, Mining, Engineering, Project Management, Negotiation, Sourcing, CRM, New Business Development, Minerals, Screening Resumes, Cold Calling, Account Management, Talent Management, Contract Recruitment, Internet Recruiting, Applicant Tracking..., Consulting, Loans, Management, Onboarding, Building Relationships, Change Management, Mortgage Underwriting, Contract Negotiation, Sales, Residential Mortgages, Strategic Sourcing, RPO, Organizational..., Employment Law, Team Building, Employee Relations, Mortgage Lending, Leadership Development, Process Improvement, Leadership, Management Consulting, Team Leadership, Performance Management, Commercial Lending, Commercial Banking, C&I Lending
Education
Elmhurst College 2005 — 2009
BA, Psychology
Leah Bugielski's RoundPoint Financial Group Experience August 2013 - August 2013
Job Math, innovative,
Industry Leisure, Travel & Tourism
Experience
Furniture Connexion September 2014 - Present
RoundPoint Financial Group August 2013 - August 2013
The Pita PIt 2011 - 2013
Coastal Carrier Moving and Storage May 2012 - August 2012
Pleasure Island Cleaning May 2012 - August 2012
Alleghany County Recreation May 2008 - August 2009
Skills
Teamwork, Microsoft Word, Microsoft Excel, People Skills, Data Entry, Budgets, Outdoors, Experience Working with..., Sports Coaching
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Mathematics
Furniture Connexion September 2014 - Present
RoundPoint Financial Group August 2013 - August 2013
The Pita PIt 2011 - 2013
Coastal Carrier Moving and Storage May 2012 - August 2012
Pleasure Island Cleaning May 2012 - August 2012
Alleghany County Recreation May 2008 - August 2009
Skills
Teamwork, Microsoft Word, Microsoft Excel, People Skills, Data Entry, Budgets, Outdoors, Experience Working with..., Sports Coaching
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Mathematics
Edie Reardin's RoundPoint Financial Group Experience June 2014 - Present
Job Servicing Transfer Specialist at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group June 2014 - Present
RoundPoint Financial Group May 2013 - May 2014
Carolina Wedding Design May 2011 - August 2011
Ivy's Robinson Weddings & Events May 2011 - August 2011
PH Pool Management May 2010 - August 2011
Abercrombie May 2008 - December 2009
Skills
Organizational Design, Creativity, Marketing Communications, Social Responsibility, Strategic Planning, Problem Solving, Competitive Analysis, Technology, Microsoft Office, Social Networking, Microsoft Excel, Customer Satisfaction, Customer Service, Event Management, Leadership, Management, Microsoft Word, PowerPoint, Sales, Social Media
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
Charlotte Catholic High School East Carolina University 2004 — 2008
Bachelor of Science (BS), Hospitality Management; Convention and Special Events
RoundPoint Financial Group June 2014 - Present
RoundPoint Financial Group May 2013 - May 2014
Carolina Wedding Design May 2011 - August 2011
Ivy's Robinson Weddings & Events May 2011 - August 2011
PH Pool Management May 2010 - August 2011
Abercrombie May 2008 - December 2009
Skills
Organizational Design, Creativity, Marketing Communications, Social Responsibility, Strategic Planning, Problem Solving, Competitive Analysis, Technology, Microsoft Office, Social Networking, Microsoft Excel, Customer Satisfaction, Customer Service, Event Management, Leadership, Management, Microsoft Word, PowerPoint, Sales, Social Media
Education
East Carolina University 2008 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
Charlotte Catholic High School East Carolina University 2004 — 2008
Bachelor of Science (BS), Hospitality Management; Convention and Special Events
Aliana Agudelo Aliana Agudelo's RoundPoint Financial Group Experience May 2014 - Present
Job Claims Quality Analyst at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group May 2014 - Present
Citi Mortgage June 2011 - October 2012
Zenta December 2009 - December 2010
Bank of America October 2006 - October 2009
Skills
Credit, Mortgage Banking, Mortgage Servicing, Loan Processing, Customer Service, Forclosures, Short Sales, Bilingual-English/Spanis..., Microsoft Office, LPS Desktop, Citrix Metaframe, ALS, Mortgage Modification, Forbearance, Employee Training, Mentoring New Hires, Home Equity Lines of..., HAMP, Fannie Mae, Freddie Mac, FHA, Loss Mitigation, Document Review, Deed in Lieu, REO, Mortgage Underwriting, Makeup Artistry, Fashion, Style Consulting, Loans, Finance, Mortgage Lending
Education
East Carolina University 2013 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.0
Central Piedmont Community College 2010 — 2012
Associate's Degree, Business Administration and Management, General, 3.0
Last Looks Makeup Academy 2010 — 2011
Certification in Makeup Artistry, Make-Up Artist/Specialist
Lexington Senior High School 1997 — 2001
High School, B Average
RoundPoint Financial Group May 2014 - Present
Citi Mortgage June 2011 - October 2012
Zenta December 2009 - December 2010
Bank of America October 2006 - October 2009
Skills
Credit, Mortgage Banking, Mortgage Servicing, Loan Processing, Customer Service, Forclosures, Short Sales, Bilingual-English/Spanis..., Microsoft Office, LPS Desktop, Citrix Metaframe, ALS, Mortgage Modification, Forbearance, Employee Training, Mentoring New Hires, Home Equity Lines of..., HAMP, Fannie Mae, Freddie Mac, FHA, Loss Mitigation, Document Review, Deed in Lieu, REO, Mortgage Underwriting, Makeup Artistry, Fashion, Style Consulting, Loans, Finance, Mortgage Lending
Education
East Carolina University 2013 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.0
Central Piedmont Community College 2010 — 2012
Associate's Degree, Business Administration and Management, General, 3.0
Last Looks Makeup Academy 2010 — 2011
Certification in Makeup Artistry, Make-Up Artist/Specialist
Lexington Senior High School 1997 — 2001
High School, B Average
Patrick McTamney Patrick McTamney's RoundPoint Financial Group Experience August 2008 - January 2012
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America January 2012 - Present
RoundPoint Financial Group August 2008 - January 2012
Navigant Consultion 2006 - 2008
Ernst and Young 2003 - 2006
Haggett Longobardi 2001 - 2003
Skills
Financial Accounting, Auditing, Portfolio Management, Loans, Banking, Financial Reporting, Financial Analysis, Accounting, Due Diligence, Financial Modeling, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Internal Controls
Education
Eastern Connecticut State University 1998 — 2001
Bachelor's Degree, Accounting
Three Rivers Community College 1996 — 1998
Associate's Degree, Computer Science
University of Hartford
Bank of America January 2012 - Present
RoundPoint Financial Group August 2008 - January 2012
Navigant Consultion 2006 - 2008
Ernst and Young 2003 - 2006
Haggett Longobardi 2001 - 2003
Skills
Financial Accounting, Auditing, Portfolio Management, Loans, Banking, Financial Reporting, Financial Analysis, Accounting, Due Diligence, Financial Modeling, Financial Risk, Internal Audit, Sarbanes-Oxley Act, Internal Controls
Education
Eastern Connecticut State University 1998 — 2001
Bachelor's Degree, Accounting
Three Rivers Community College 1996 — 1998
Associate's Degree, Computer Science
University of Hartford
David Portes's RoundPoint Financial Group Experience January 2015 - March 2015
Job Enrollment Outreach Specialist
Industry Education Management
Experience
Central Piedmont Community College April 2015 - Present
RoundPoint Financial Group January 2015 - March 2015
Compass Group October 2014 - December 2014
T-Mobile August 2012 - December 2013
Onslow County Veterans Services January 2011 - December 2011
United States Marine Corps July 2006 - July 2010
Skills
Organizational..., Psychology, Spanish-speaking, Brazilian Portuguese, Marine Corps, Veteran, Mechanical Aptitude, Business Communications, Technological..., Administrative Work, Appointment Scheduling, Meeting Planning, Microsoft Office, Management, Leadership, Leadership Development
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Coastal Carolina Community College 2010 — 2011
Associate of Arts (A.A.), Psychology
Central Piedmont Community College April 2015 - Present
RoundPoint Financial Group January 2015 - March 2015
Compass Group October 2014 - December 2014
T-Mobile August 2012 - December 2013
Onslow County Veterans Services January 2011 - December 2011
United States Marine Corps July 2006 - July 2010
Skills
Organizational..., Psychology, Spanish-speaking, Brazilian Portuguese, Marine Corps, Veteran, Mechanical Aptitude, Business Communications, Technological..., Administrative Work, Appointment Scheduling, Meeting Planning, Microsoft Office, Management, Leadership, Leadership Development
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor of Arts (B.A.), Psychology
Coastal Carolina Community College 2010 — 2011
Associate of Arts (A.A.), Psychology
David Amsellem David Amsellem's RoundPoint Financial Group Experience January 2012 - June 2013
Job Loan Officer at Sebonic Financial NMLS#303223 Currently licensed in:CT, DE, DC, FL, IL, MI, MN, MO, NJ, PA, VA, WA
Industry Real Estate
Experience
Sebonic Financial June 2013 - Present
RoundPoint Financial Group January 2012 - June 2013
NFM January 2011 - January 2012
AltaBanc Financial February 2010 - January 2011
New York Life Insurance Company August 2008 - July 2009
First Savings Mortgage March 2006 - June 2006
AltaBanc Financial June 2002 - March 2006
Tragara Ristorante September 1994 - June 2002
Skills
Mortgage Lending, Financial Structuring, Mortgage Banking, VA loans, USDA, FHA financing, Encompass, Sales, Insurance, Management, Golf, Networking, Restaurants, Internet Leads, Loan Origination, Loans
Education
American University
Sebonic Financial June 2013 - Present
RoundPoint Financial Group January 2012 - June 2013
NFM January 2011 - January 2012
AltaBanc Financial February 2010 - January 2011
New York Life Insurance Company August 2008 - July 2009
First Savings Mortgage March 2006 - June 2006
AltaBanc Financial June 2002 - March 2006
Tragara Ristorante September 1994 - June 2002
Skills
Mortgage Lending, Financial Structuring, Mortgage Banking, VA loans, USDA, FHA financing, Encompass, Sales, Insurance, Management, Golf, Networking, Restaurants, Internet Leads, Loan Origination, Loans
Education
American University
Tiffany McDuffie's RoundPoint Financial Group Experience September 2014 - December 2014
Job Student at Charlotte School of Law
Industry Law Practice
Experience
Family Dollar Corporate May 2015 - Present
RoundPoint Financial Group September 2014 - December 2014
Chase October 2011 - August 2013
Skills
Banking, Corporate Law, Criminal Law, Legal Research, Leadership, Mortgage Lending
Education
Charlotte School of Law 2013 — 2016
Juris Doctor (J.D.), Law
Vilniaus Universitetas 2014 — 2014
Study Abroad, Law
State University of New York at Albany 2007 — 2009
Master's Degree, African-American/Black Studies
State University of New York at Albany 2001 — 2005
Bachelor's Degree, Communications
Family Dollar Corporate May 2015 - Present
RoundPoint Financial Group September 2014 - December 2014
Chase October 2011 - August 2013
Skills
Banking, Corporate Law, Criminal Law, Legal Research, Leadership, Mortgage Lending
Education
Charlotte School of Law 2013 — 2016
Juris Doctor (J.D.), Law
Vilniaus Universitetas 2014 — 2014
Study Abroad, Law
State University of New York at Albany 2007 — 2009
Master's Degree, African-American/Black Studies
State University of New York at Albany 2001 — 2005
Bachelor's Degree, Communications
Kip Weston Kip Weston's RoundPoint Financial Group Experience September 2013 - Present
Job Sales Manager at New American Funding
Industry Financial Services
Experience
New American Funding August 2014 - Present
RoundPoint Financial Group September 2013 - Present
RoundPoint Financial Group September 2013 - July 2014
First Preferred Mortgage Company January 2007 - August 2013
Skills
Sales, Mortgage Lending, Refinance, Loans, Mortgage Banking, FHA, Residential Mortgages, Banking, Loan Origination, Credit
Education
Eastern Michigan University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Finance
New American Funding August 2014 - Present
RoundPoint Financial Group September 2013 - Present
RoundPoint Financial Group September 2013 - July 2014
First Preferred Mortgage Company January 2007 - August 2013
Skills
Sales, Mortgage Lending, Refinance, Loans, Mortgage Banking, FHA, Residential Mortgages, Banking, Loan Origination, Credit
Education
Eastern Michigan University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Finance
Todd Drumm Todd Drumm's RoundPoint Financial Group Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Cardinal Financial Company, Limited Partnership March 2015 - May 2015
Wells Fargo July 2014 - October 2014
RoundPoint Financial Group 2013 - 2014
Wells Fargo Home Mortgage August 2001 - January 2013
Fidelity Mortgage April 2001 - August 2001
Drumm Lawn & Landscaping October 1999 - April 2001
Skills
Mortgage Lending, FHA, Banking
Education
Appalachian State University 1993 — 1995
Bachelor's Degree, Communications
Central Piedmont Community College 1990 — 1992
Associate's Degree, General Studies
Cardinal Financial Company, Limited Partnership March 2015 - May 2015
Wells Fargo July 2014 - October 2014
RoundPoint Financial Group 2013 - 2014
Wells Fargo Home Mortgage August 2001 - January 2013
Fidelity Mortgage April 2001 - August 2001
Drumm Lawn & Landscaping October 1999 - April 2001
Skills
Mortgage Lending, FHA, Banking
Education
Appalachian State University 1993 — 1995
Bachelor's Degree, Communications
Central Piedmont Community College 1990 — 1992
Associate's Degree, General Studies
Ashley Wilhelm Ashley Wilhelm's RoundPoint Financial Group Experience December 2013 - Present
Job Foreclosure Oversight Specialist
Industry Financial Services
Experience
RoundPoint Financial Group December 2013 - Present
Bar Management Group September 2013 - Present
Vida Cantina September 2013 - Present
Gregory Hunt, Attorney at Law, PLLC September 2012 - December 2012
Hufham Dantism & Waldron, PLLC May 2012 - September 2012
NC State Board of Education July 2011 - August 2011
Wayne County District Attorneys Office June 2011 - August 2011
The McGee Law Firm December 2009 - May 2010
Skills
Westlaw, MS Office Suite, Research, Analytics, Critical Thinking, Communication Skills, Highly Detailed, Creative Problem Solving, Accurate Record Keeping, Efficiency, Adaptability, Time Management, Priority Setting, Clear Communications, Lexis, Legal Writing, Social Media Marketing, Marketing Communications, Project Management, Project Planning, Legal Research
Education
Charlotte School of Law 2010 — 2013
Juris Doctorate, Law
University of North Carolina at Wilmington 2003 — 2008
Bachelor's degree, Psychology / Political Science
RoundPoint Financial Group December 2013 - Present
Bar Management Group September 2013 - Present
Vida Cantina September 2013 - Present
Gregory Hunt, Attorney at Law, PLLC September 2012 - December 2012
Hufham Dantism & Waldron, PLLC May 2012 - September 2012
NC State Board of Education July 2011 - August 2011
Wayne County District Attorneys Office June 2011 - August 2011
The McGee Law Firm December 2009 - May 2010
Skills
Westlaw, MS Office Suite, Research, Analytics, Critical Thinking, Communication Skills, Highly Detailed, Creative Problem Solving, Accurate Record Keeping, Efficiency, Adaptability, Time Management, Priority Setting, Clear Communications, Lexis, Legal Writing, Social Media Marketing, Marketing Communications, Project Management, Project Planning, Legal Research
Education
Charlotte School of Law 2010 — 2013
Juris Doctorate, Law
University of North Carolina at Wilmington 2003 — 2008
Bachelor's degree, Psychology / Political Science
Jeffrey Deutch Jeffrey Deutch's RoundPoint Financial Group Experience 2011 - 2013
Job Senior Loan Officer at MidAtlantic Federal Credit Union
Industry Financial Services
Experience
Mid-Atlantic Federal Credit Union May 2015 - Present
Capital One December 2014 - May 2015
Toll Brothers, Inc. 2013 - 2014
Embrace Home Loans 2013 - 2013
RoundPoint Financial Group 2011 - 2013
Chevy Chase Bank/Capital One Bank 2007 - 2011
Bear Stearns Residential Mortgage and World Savings 2003 - 2007
ESI International 1998 - 2003
Phillips Publishing Company 1995 - 1998
World Mortgage 1992 - 1995
Skills
Mortgage Lending, Sales, Insurance, Loans, CRM, Business Development, Marketing, New Business Development, Banking, Sales Management, Management, Selling, Loan Origination, Training, Leadership, Residential Mortgages, Refinance, Mortgage Banking, Credit, Cold Calling, Finance, Strategy
Education
American University - Kogod School of Business 1988 — 1990
M.B.A., Marketing and Finance
University of Maryland College Park 1984 — 1987
B.A., Psychology
Mid-Atlantic Federal Credit Union May 2015 - Present
Capital One December 2014 - May 2015
Toll Brothers, Inc. 2013 - 2014
Embrace Home Loans 2013 - 2013
RoundPoint Financial Group 2011 - 2013
Chevy Chase Bank/Capital One Bank 2007 - 2011
Bear Stearns Residential Mortgage and World Savings 2003 - 2007
ESI International 1998 - 2003
Phillips Publishing Company 1995 - 1998
World Mortgage 1992 - 1995
Skills
Mortgage Lending, Sales, Insurance, Loans, CRM, Business Development, Marketing, New Business Development, Banking, Sales Management, Management, Selling, Loan Origination, Training, Leadership, Residential Mortgages, Refinance, Mortgage Banking, Credit, Cold Calling, Finance, Strategy
Education
American University - Kogod School of Business 1988 — 1990
M.B.A., Marketing and Finance
University of Maryland College Park 1984 — 1987
B.A., Psychology
Jeffrey Martin, Esq.'s RoundPoint Financial Group Experience March 2014 - Present
Job Assistant Vice President Customer Correspondence at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group March 2014 - Present
RoundPoint Financial Group May 2013 - March 2014
PartnerJD February 2013 - May 2013
Bank of America June 2012 - January 2013
Nelson Mullins June 2011 - June 2012
Husqvarna February 2011 - May 2011
Husqvarna June 2010 - November 2010
Wells Fargo Home Mortgage January 2010 - October 2010
Charlotte School of Law June 2010 - August 2010
United States Attorney's Office September 2009 - November 2009
Skills
MS Project, Six Sigma, MS Office Suite, Westlaw, Calyx, Secondary Sources, Minitab, Research, Microsoft Office, Real Estate, Legal Writing, Legal Compliance, Mortgage Lending, Litigation, Training, Negotiation, Finance, Policy, Management, Legal Research, Bankruptcy, Courts, Leadership, Banking, Analysis, Strategy, Sales, Process Improvement, Loans, Credit
Education
Charlotte School of Law 2008 — 2010
JD, Law
Colgate University 1997 — 2001
Bachelor of Arts, History and Philosophy
RoundPoint Financial Group March 2014 - Present
RoundPoint Financial Group May 2013 - March 2014
PartnerJD February 2013 - May 2013
Bank of America June 2012 - January 2013
Nelson Mullins June 2011 - June 2012
Husqvarna February 2011 - May 2011
Husqvarna June 2010 - November 2010
Wells Fargo Home Mortgage January 2010 - October 2010
Charlotte School of Law June 2010 - August 2010
United States Attorney's Office September 2009 - November 2009
Skills
MS Project, Six Sigma, MS Office Suite, Westlaw, Calyx, Secondary Sources, Minitab, Research, Microsoft Office, Real Estate, Legal Writing, Legal Compliance, Mortgage Lending, Litigation, Training, Negotiation, Finance, Policy, Management, Legal Research, Bankruptcy, Courts, Leadership, Banking, Analysis, Strategy, Sales, Process Improvement, Loans, Credit
Education
Charlotte School of Law 2008 — 2010
JD, Law
Colgate University 1997 — 2001
Bachelor of Arts, History and Philosophy
Ebony White Ebony White's RoundPoint Financial Group Experience March 2015 - May 2015
Job Mental health care
Industry Mental Health Care
Experience
Department of Social Services (DSS) May 2015 - Present
RoundPoint Financial Group March 2015 - May 2015
A to Z Companies April 2012 - October 2012
Security Forces Inc. April 2009 - June 2011
Christ Lutheran Child Development Center August 2007 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Teamwork, Training, Customer Service, Event Planning, Microsoft Word, Public Speaking, Small Group..., Critical Thinking, Data Entry, Social Media, Time Management, Social Networking, Higher Education
Education
Gardner-Webb University 2015 — 2018
Master's degree, Clinical Mental Health Counseling
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Science (B.S.), Psychology
Department of Social Services (DSS) May 2015 - Present
RoundPoint Financial Group March 2015 - May 2015
A to Z Companies April 2012 - October 2012
Security Forces Inc. April 2009 - June 2011
Christ Lutheran Child Development Center August 2007 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Teamwork, Training, Customer Service, Event Planning, Microsoft Word, Public Speaking, Small Group..., Critical Thinking, Data Entry, Social Media, Time Management, Social Networking, Higher Education
Education
Gardner-Webb University 2015 — 2018
Master's degree, Clinical Mental Health Counseling
University of North Carolina at Charlotte 2011 — 2014
Bachelor of Science (B.S.), Psychology
Jeff Engstrom's RoundPoint Financial Group Experience February 2015 - July 2015
Job Mortgage Loan Originator
Industry Banking
Experience
Cardinal Financial Company, Limited Partnership July 2015 - Present
RoundPoint Financial Group February 2015 - July 2015
RoundPoint Financial Group March 2013 - February 2015
Roundpoint Mortgage November 2011 - February 2013
Lincoln Financial Group September 2010 - July 2011
Wells Fargo Home Mortgage October 2009 - July 2010
Marriott International October 2007 - August 2009
Kawasaki Motors Corp., U.S.A. May 2007 - August 2007
College Pro May 2006 - August 2006
Skills
Mortgage Servicing, Foreclosures, Mortgage Lending, Customer Service, Finance, Loans, Portfolio Management, Leadership, Mortgage Banking, Loss Mitigation, Banking, Credit, Sales
Education
Grand Valley State University 2005 — 2009
BA, Finance
Forest Hills
Cardinal Financial Company, Limited Partnership July 2015 - Present
RoundPoint Financial Group February 2015 - July 2015
RoundPoint Financial Group March 2013 - February 2015
Roundpoint Mortgage November 2011 - February 2013
Lincoln Financial Group September 2010 - July 2011
Wells Fargo Home Mortgage October 2009 - July 2010
Marriott International October 2007 - August 2009
Kawasaki Motors Corp., U.S.A. May 2007 - August 2007
College Pro May 2006 - August 2006
Skills
Mortgage Servicing, Foreclosures, Mortgage Lending, Customer Service, Finance, Loans, Portfolio Management, Leadership, Mortgage Banking, Loss Mitigation, Banking, Credit, Sales
Education
Grand Valley State University 2005 — 2009
BA, Finance
Forest Hills
Brittany Yates, MBA Brittany Yates, MBA's RoundPoint Financial Group Experience April 2012 - July 2012
Job Consultant at Deloitte
Industry Accounting
Experience
Deloitte May 2014 - Present
Children's National Medical Center March 2013 - October 2013
Facchina Global Services October 2012 - March 2013
RoundPoint Financial Group April 2012 - July 2012
Life Enhancement Services March 2011 - September 2011
Value City Furniture September 2010 - March 2011
Reaching Individual Minds Successfully December 2008 - August 2009
New Vision Fellowship January 2004 - June 2007
Charles County Government September 2006 - May 2007
Skills
Business Analysis, Government, Microsoft Office, Non-profits, CEOs, New Business Development, Small Business, business management, Management, Program Management, Nonprofits, Research, Analysis, Budgets, Customer Service, Training, Human Resources, Microsoft Excel, PowerPoint, Recruiting, Administrative..., Finance, Team Building, Public Speaking, Business Planning, Fundraising, Social Media, Community Outreach, Data Entry, Proposal Writing, Volunteer Management, Program Development, Entrepreneurship, Outlook, Project Planning, Microsoft Word, Accounting, Leadership, Strategic Planning, Social Networking, Marketing, Financial Reporting, Coaching, Facebook, Editing, Blogging, Grant Writing, Community Development, Office Management, Administrative...
Education
Trinity University-Washington 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (B.Sc.), Business Administration and Management, General
Deloitte May 2014 - Present
Children's National Medical Center March 2013 - October 2013
Facchina Global Services October 2012 - March 2013
RoundPoint Financial Group April 2012 - July 2012
Life Enhancement Services March 2011 - September 2011
Value City Furniture September 2010 - March 2011
Reaching Individual Minds Successfully December 2008 - August 2009
New Vision Fellowship January 2004 - June 2007
Charles County Government September 2006 - May 2007
Skills
Business Analysis, Government, Microsoft Office, Non-profits, CEOs, New Business Development, Small Business, business management, Management, Program Management, Nonprofits, Research, Analysis, Budgets, Customer Service, Training, Human Resources, Microsoft Excel, PowerPoint, Recruiting, Administrative..., Finance, Team Building, Public Speaking, Business Planning, Fundraising, Social Media, Community Outreach, Data Entry, Proposal Writing, Volunteer Management, Program Development, Entrepreneurship, Outlook, Project Planning, Microsoft Word, Accounting, Leadership, Strategic Planning, Social Networking, Marketing, Financial Reporting, Coaching, Facebook, Editing, Blogging, Grant Writing, Community Development, Office Management, Administrative...
Education
Trinity University-Washington 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (B.Sc.), Business Administration and Management, General
Greg Kisshauer Greg Kisshauer's RoundPoint Financial Group Experience May 2012 - December 2013
Job Real Estate Broker, BuyCharMeck Realty Group, LLC
Industry Real Estate
Experience
RoundPoint Financial Group May 2012 - December 2013
Bank of America November 2010 - May 2012
SunTrust Mortgage June 2009 - September 2010
NorStar Mortgage Group August 2007 - July 2009
EquiFirst January 2004 - August 2007
Skills
Business Development, Credit, Mortgage Lending, Finance, Residential Homes, Real Estate Economics, Customer Service, Banking, Loans, Sales, B2B, Credit Analysis, Mortgage Banking
Education
East Carolina University
Bachelor of Science
RoundPoint Financial Group May 2012 - December 2013
Bank of America November 2010 - May 2012
SunTrust Mortgage June 2009 - September 2010
NorStar Mortgage Group August 2007 - July 2009
EquiFirst January 2004 - August 2007
Skills
Business Development, Credit, Mortgage Lending, Finance, Residential Homes, Real Estate Economics, Customer Service, Banking, Loans, Sales, B2B, Credit Analysis, Mortgage Banking
Education
East Carolina University
Bachelor of Science
Brian Iyoob's RoundPoint Financial Group Experience August 2013 - April 2014
Job Technical Support Engineer
Industry Information Technology and Services
Experience
Charlotte Eye Ear Nose & Throat Associates August 2014 - Present
Glowpoint, Inc. (formerly Affinity VideoNet) April 2014 - August 2014
RoundPoint Financial Group August 2013 - April 2014
Premier healthcare alliance July 2008 - August 2013
Walgreens May 2006 - June 2008
Skills
XP, Windows XP, Technical Support, Windows 7, Troubleshooting, Microsoft Office, Microsoft Exchange, Active Directory, VPN
Education
American Public University System 2012 — 2014
Bachelor of Science (B.S.), Information Technology Project Management, 3.49 GPA
ECPI College of Technology 2002 — 2004
Technical Diploma, Computer Network Technology
Charlotte Eye Ear Nose & Throat Associates August 2014 - Present
Glowpoint, Inc. (formerly Affinity VideoNet) April 2014 - August 2014
RoundPoint Financial Group August 2013 - April 2014
Premier healthcare alliance July 2008 - August 2013
Walgreens May 2006 - June 2008
Skills
XP, Windows XP, Technical Support, Windows 7, Troubleshooting, Microsoft Office, Microsoft Exchange, Active Directory, VPN
Education
American Public University System 2012 — 2014
Bachelor of Science (B.S.), Information Technology Project Management, 3.49 GPA
ECPI College of Technology 2002 — 2004
Technical Diploma, Computer Network Technology
Dylan Holshouser Dylan Holshouser's RoundPoint Financial Group Experience June 2014 - Present
Job Leisure, Travel & Tourism Professional
Industry Leisure, Travel & Tourism
Experience
RoundPoint Financial Group June 2014 - Present
University Sports Publications June 2013 - October 2013
Deer Valley Resort 2012 - 2013
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Marketing/Marketing Management, General
RoundPoint Financial Group June 2014 - Present
University Sports Publications June 2013 - October 2013
Deer Valley Resort 2012 - 2013
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Marketing/Marketing Management, General
Brandi Jarrett's RoundPoint Financial Group Experience December 2014 - August 2015
Job Patient Care Coordinator at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas HealthCare System August 2015 - Present
RoundPoint Financial Group December 2014 - August 2015
Food Lion November 2011 - November 2014
Charlotte Church of Christ January 2014 - June 2014
UNC Charlotte January 2014 - May 2014
Skills
Clinical Research, Research, Public Speaking, Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Customer Service, Babysitting, Time Management, Leadership, Analytical Skills, Clerical Skills
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's Degree, Psychology, Minor in Criminal Justice, Alumni
Howard University 2010 — 2011
Psychology
Carolinas HealthCare System August 2015 - Present
RoundPoint Financial Group December 2014 - August 2015
Food Lion November 2011 - November 2014
Charlotte Church of Christ January 2014 - June 2014
UNC Charlotte January 2014 - May 2014
Skills
Clinical Research, Research, Public Speaking, Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, SPSS, Customer Service, Babysitting, Time Management, Leadership, Analytical Skills, Clerical Skills
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's Degree, Psychology, Minor in Criminal Justice, Alumni
Howard University 2010 — 2011
Psychology
Andre McConnell Andre McConnell's RoundPoint Financial Group Experience June 2013 - September 2014
Job Senior Loan Processor at Pacific Union Financial, LLC
Industry Real Estate
Experience
Pacific Union Financial, LLC October 2014 - Present
TR3 Management February 2014 - Present
Irongate Home Finance, LLC September 2014 - October 2014
RoundPoint Financial Group June 2013 - September 2014
Skills
Sports, Event Management, Loans, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Leadership, Time Management, Mortgage Lending, Microsoft Word, Sales
Education
Kennesaw State University 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Gavilan College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Pacific Union Financial, LLC October 2014 - Present
TR3 Management February 2014 - Present
Irongate Home Finance, LLC September 2014 - October 2014
RoundPoint Financial Group June 2013 - September 2014
Skills
Sports, Event Management, Loans, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Leadership, Time Management, Mortgage Lending, Microsoft Word, Sales
Education
Kennesaw State University 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Gavilan College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Jason Canady Jason Canady's RoundPoint Financial Group Experience February 2012 - August 2014
Job Senior Loan Officer at Cardinal Financial
Industry Financial Services
Experience
Cardinal Financial May 2015 - Present
RMS January 2015 - April 2015
Irongate Home Finance, LLC August 2014 - December 2014
RoundPoint Financial Group February 2012 - August 2014
Skills
Residential Mortgages, VA loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, USDA, Loans, FHA Financing, FHA financing, Referrals, Certified Mortgage..., Funding, Government Loans
Education
Catawba Valley 1997 — 1999
Business Administration
Cardinal Financial May 2015 - Present
RMS January 2015 - April 2015
Irongate Home Finance, LLC August 2014 - December 2014
RoundPoint Financial Group February 2012 - August 2014
Skills
Residential Mortgages, VA loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, USDA, Loans, FHA Financing, FHA financing, Referrals, Certified Mortgage..., Funding, Government Loans
Education
Catawba Valley 1997 — 1999
Business Administration
Lamont Nell Lamont Nell's RoundPoint Financial Group Experience July 2010 - July 2013
Job System Engineer at Iverify
Industry Security and Investigations
Experience
Iverify July 2013 - Present
RoundPoint Financial Group July 2010 - July 2013
RoundPoint Mortgage January 2010 - July 2013
Turbomeca Manufacturing December 2007 - January 2010
Turbomeca Manufacturing Inc January 2007 - January 2010
AXA Tech January 2005 - January 2007
Skills
Active Directory, Citrix, SharePoint, Servers, Blackberry Enterprise..., Microsoft Exchange, Cisco Call Manager, VPN, Troubleshooting, Information Technology, Windows Server, Security, System Administration, Network Security, XP, Networking, Help Desk Support, IT Operations, Access, Windows 7, Powershell, Technical Leadership
Education
ECPI College of Technology 2003 — 2005
Associate of Science, Computer Science and Information Technology
North Carolina A&T State University
Iverify July 2013 - Present
RoundPoint Financial Group July 2010 - July 2013
RoundPoint Mortgage January 2010 - July 2013
Turbomeca Manufacturing December 2007 - January 2010
Turbomeca Manufacturing Inc January 2007 - January 2010
AXA Tech January 2005 - January 2007
Skills
Active Directory, Citrix, SharePoint, Servers, Blackberry Enterprise..., Microsoft Exchange, Cisco Call Manager, VPN, Troubleshooting, Information Technology, Windows Server, Security, System Administration, Network Security, XP, Networking, Help Desk Support, IT Operations, Access, Windows 7, Powershell, Technical Leadership
Education
ECPI College of Technology 2003 — 2005
Associate of Science, Computer Science and Information Technology
North Carolina A&T State University
JaQuinn J. Bell's RoundPoint Financial Group Experience July 2015 - Present
Job Foreclosure Litigation Associate
Industry Financial Services
Experience
RoundPoint Financial Group July 2015 - Present
RoundPoint Financial Group December 2014 - Present
RoundPoint Financial Group August 2014 - December 2014
Charlotte School of Law March 2013 - September 2014
Skills
Legal Research, Legal Writing, Criminal Defense, Oral Arguments, Music - Piano, Drums &..., Step Shows, Video Editing, Audio Editing, Criminal Law
Education
Charlotte School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Fayetteville State University 2002 — 2007
Bachelor of Arts (B.A.), Speech & Theater
RoundPoint Financial Group July 2015 - Present
RoundPoint Financial Group December 2014 - Present
RoundPoint Financial Group August 2014 - December 2014
Charlotte School of Law March 2013 - September 2014
Skills
Legal Research, Legal Writing, Criminal Defense, Oral Arguments, Music - Piano, Drums &..., Step Shows, Video Editing, Audio Editing, Criminal Law
Education
Charlotte School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Fayetteville State University 2002 — 2007
Bachelor of Arts (B.A.), Speech & Theater
Britt Collins's RoundPoint Financial Group Experience April 2013 - January 2014
Job Home Loan Consultant at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2014 - Present
RoundPoint Financial Group April 2013 - January 2014
Bank of America June 2009 - April 2013
Pulte Mortgage June 2007 - December 2008
Skills
Credit, FHA, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Underwriting, Credit Analysis, VA Loans, Sales, FHA Financing, Finance
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2004 — 2004
Spanish and Business
UNC Charlotte 2000 — 2004
Bachelor's degree, International Business and marketing
Converse College 1999 — 2000
TIAA-CREF January 2014 - Present
RoundPoint Financial Group April 2013 - January 2014
Bank of America June 2009 - April 2013
Pulte Mortgage June 2007 - December 2008
Skills
Credit, FHA, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Underwriting, Credit Analysis, VA Loans, Sales, FHA Financing, Finance
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2004 — 2004
Spanish and Business
UNC Charlotte 2000 — 2004
Bachelor's degree, International Business and marketing
Converse College 1999 — 2000
Michael Battle Michael Battle's RoundPoint Financial Group Experience July 2013 - January 2014
Job Banking Operations Expert & SAFE/NMLS Mortgage Loan Originator, Officer, Processor, Closer
Industry Banking
Experience
RoundPoint Financial Group July 2013 - January 2014
Navy Federal Credit Union 2012 - 2013
Project Shoestring 2009 - 2011
Bank of America 2007 - 2010
Countrywide Bank 2005 - 2007
Countrywide Bank 2004 - 2005
Skills
Mortgage Banking, Residential Mortgages, Mortgage Servicing, Depository Operations, Regulatory Compliance, Transition Management, Core Systems, Banking, Finance, Operations Management, Home Equity Loans, VA loans, Documentation Practices, Outsourcing, Document Management, Digital Imaging, Records Management, Item Processing, Workflow, Fraud Detection, Retail Banking, Loan Origination, Small Business Lending
Education
Bucknell University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
The Johns Hopkins University 1996 — 1996
CTY Pre-college Program, Computer Science and Physics
RoundPoint Financial Group July 2013 - January 2014
Navy Federal Credit Union 2012 - 2013
Project Shoestring 2009 - 2011
Bank of America 2007 - 2010
Countrywide Bank 2005 - 2007
Countrywide Bank 2004 - 2005
Skills
Mortgage Banking, Residential Mortgages, Mortgage Servicing, Depository Operations, Regulatory Compliance, Transition Management, Core Systems, Banking, Finance, Operations Management, Home Equity Loans, VA loans, Documentation Practices, Outsourcing, Document Management, Digital Imaging, Records Management, Item Processing, Workflow, Fraud Detection, Retail Banking, Loan Origination, Small Business Lending
Education
Bucknell University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
The Johns Hopkins University 1996 — 1996
CTY Pre-college Program, Computer Science and Physics
Kate (Guest) Lewis, SPHR, SHRM-SCP Kate (Guest) Lewis, SPHR, SHRM-SCP's RoundPoint Financial Group Experience 2013 - 2014
Job Senior Vice President of Human Resources
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corporation 2014 - Present
RoundPoint Financial Group 2013 - 2014
RoundPoint Financial Group 2009 - 2013
RoundPoint Financial Group 2007 - 2009
AVCON, Inc. May 2006 - November 2007
Target January 2004 - May 2006
Consul-Tech Engineering 2001 - 2003
Skills
Deferred Compensation, Employee Benefits Design, Onboarding, Employee Relations, Employee Benefits, Talent Acquisition, Recruiting, Talent Management, Benefits Administration, HRIS, Applicant Tracking..., Performance Management, Human Resources, Employee Engagement, Interviews, Succession Planning, Payroll, Temporary Placement, Policy, College Recruiting, Labor Relations, Organizational..., HR Policies, Workforce Planning, Benefits Negotiation, PeopleSoft, Technical Recruiting, Employment Law, Internet Recruiting, New Hire Orientations, Sourcing, FMLA, Employee Training, Leadership, Compensation & Benefit, Training, Strategy, Hiring, Personnel Management, Organizational..., Leadership Development, Temporary Staffing, Taleo, Career Development, Screening, Job Descriptions, Conflict Resolution, Resume Writing, Employer Branding, Executive Search
Education
Florida International University - College of Business Administration
Master of Science (M.S.), Human Resource Management
University of Miami
Bachelor of Arts (B.A.), Religious Studies
RoundPoint Mortgage Servicing Corporation 2014 - Present
RoundPoint Financial Group 2013 - 2014
RoundPoint Financial Group 2009 - 2013
RoundPoint Financial Group 2007 - 2009
AVCON, Inc. May 2006 - November 2007
Target January 2004 - May 2006
Consul-Tech Engineering 2001 - 2003
Skills
Deferred Compensation, Employee Benefits Design, Onboarding, Employee Relations, Employee Benefits, Talent Acquisition, Recruiting, Talent Management, Benefits Administration, HRIS, Applicant Tracking..., Performance Management, Human Resources, Employee Engagement, Interviews, Succession Planning, Payroll, Temporary Placement, Policy, College Recruiting, Labor Relations, Organizational..., HR Policies, Workforce Planning, Benefits Negotiation, PeopleSoft, Technical Recruiting, Employment Law, Internet Recruiting, New Hire Orientations, Sourcing, FMLA, Employee Training, Leadership, Compensation & Benefit, Training, Strategy, Hiring, Personnel Management, Organizational..., Leadership Development, Temporary Staffing, Taleo, Career Development, Screening, Job Descriptions, Conflict Resolution, Resume Writing, Employer Branding, Executive Search
Education
Florida International University - College of Business Administration
Master of Science (M.S.), Human Resource Management
University of Miami
Bachelor of Arts (B.A.), Religious Studies
Bob Tucker Bob Tucker's RoundPoint Financial Group Experience March 2015 - Present
Job Assistant Vice President Investor Reporting
Industry Financial Services
Experience
RoundPoint Financial Group March 2015 - Present
RoundPoint Financial Group September 2014 - February 2015
Quicken Loans April 2014 - August 2014
Quicken Loans June 2013 - April 2014
University of Massachusetts Amherst September 2012 - May 2013
Hospitality and Tourism Career Day September 2012 - May 2013
Isenberg School of Management, UMass Amherst September 2011 - May 2013
Quicken Loans May 2012 - August 2012
Outside Hilton Head May 2011 - August 2011
Skills
Corporate Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, SQL Server Management..., SQL, Finance, Social Networking, Leadership
Education
University of North Carolina at Charlotte 2015 — 2018
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General (BBA), 3.3
RoundPoint Financial Group March 2015 - Present
RoundPoint Financial Group September 2014 - February 2015
Quicken Loans April 2014 - August 2014
Quicken Loans June 2013 - April 2014
University of Massachusetts Amherst September 2012 - May 2013
Hospitality and Tourism Career Day September 2012 - May 2013
Isenberg School of Management, UMass Amherst September 2011 - May 2013
Quicken Loans May 2012 - August 2012
Outside Hilton Head May 2011 - August 2011
Skills
Corporate Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, SQL Server Management..., SQL, Finance, Social Networking, Leadership
Education
University of North Carolina at Charlotte 2015 — 2018
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General (BBA), 3.3
Joseph Rafferty Joseph Rafferty's RoundPoint Financial Group Experience December 2013 - Present
Job Loan Technician at Roundpoint Mortgage Company
Industry Financial Services
Experience
RoundPoint Financial Group December 2013 - Present
Quicken Loans December 2012 - August 2013
The Fund for the Public Interest June 2011 - August 2011
Skills
Residential Mortgages, Mortgage Compliance, Encompass, Mortgage Lending, Loans, Critical Thinking, Oral & Written..., Argumentation, Information Management, Highly motivated..., Highly detail oriented, Public Speaking, Marketing, Problem Solving, Creativity
Education
Davidson College 2008 — 2012
A.B, Philosophy
South Mecklenburg Highschool 2004 — 2008
Bachelor of Arts (B.A.), Philosophy
RoundPoint Financial Group December 2013 - Present
Quicken Loans December 2012 - August 2013
The Fund for the Public Interest June 2011 - August 2011
Skills
Residential Mortgages, Mortgage Compliance, Encompass, Mortgage Lending, Loans, Critical Thinking, Oral & Written..., Argumentation, Information Management, Highly motivated..., Highly detail oriented, Public Speaking, Marketing, Problem Solving, Creativity
Education
Davidson College 2008 — 2012
A.B, Philosophy
South Mecklenburg Highschool 2004 — 2008
Bachelor of Arts (B.A.), Philosophy
Christopher Harden Christopher Harden's RoundPoint Financial Group Experience October 2014 - January 2015
Job Regulatory Compliance Analyst
Industry Utilities
Experience
Duke Energy Corporation January 2015 - Present
RoundPoint Financial Group October 2014 - January 2015
Van Kampen Law, PLLC July 2014 - October 2014
Charlotte Bobcats January 2014 - May 2014
The Cordes Law Office March 2013 - March 2014
Duke Energy Corporation May 2013 - January 2014
United States Attorney's Office January 2013 - May 2013
Mecklenburg County District Attorney's Office May 2012 - August 2012
Tek Turf April 2011 - August 2011
Connecticut State Police Department August 2008 - December 2008
Skills
Westlaw, Lexis, Legal Research, Legal Writing, Legal Contract Review, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, Time Management, Oral Arguments, Intellectual Property, LexisNexis, Trials
Education
Charlotte School of Law 2011 — 2014
Juris Doctor
Quinnipiac University 2006 — 2010
Bachelor of Arts, Criminal Justice
Griffith University 2009 — 2009
Study Abroad
Duke Energy Corporation January 2015 - Present
RoundPoint Financial Group October 2014 - January 2015
Van Kampen Law, PLLC July 2014 - October 2014
Charlotte Bobcats January 2014 - May 2014
The Cordes Law Office March 2013 - March 2014
Duke Energy Corporation May 2013 - January 2014
United States Attorney's Office January 2013 - May 2013
Mecklenburg County District Attorney's Office May 2012 - August 2012
Tek Turf April 2011 - August 2011
Connecticut State Police Department August 2008 - December 2008
Skills
Westlaw, Lexis, Legal Research, Legal Writing, Legal Contract Review, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, Time Management, Oral Arguments, Intellectual Property, LexisNexis, Trials
Education
Charlotte School of Law 2011 — 2014
Juris Doctor
Quinnipiac University 2006 — 2010
Bachelor of Arts, Criminal Justice
Griffith University 2009 — 2009
Study Abroad
Shelley Roland's RoundPoint Financial Group Experience February 2015 - Present
Job Administrative Operations Manager at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group February 2015 - Present
RoundPoint Financial Group May 2013 - Present
The Mergis Group - A Randstad Company January 2012 - April 2013
Porter Ridge Elementary School August 2008 - January 2012
ParkView Elementary School July 2007 - August 2008
Skills
Microsoft Office, Microsoft, Active Inspire, Recruiting, Temporary Staffing, Employee Relations, Temporary Placement, Cold Calling, Talent Acquisition, Sourcing, Outlook, Customer Service, Screening, Contract Recruitment, Staffing Services, Interviews, New Hire Orientations, College Recruiting, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Time Management, Hiring, Training, Payroll, Screening Resumes, Resume Writing, Employee Training, Onboarding, PeopleSoft, Executive Search, Staff Development, Employee Benefits, Interview Preparation, Leadership, Talent Management, Benefits Administration, Taleo, Coaching, Background Checks, Career Development, Recruitment Advertising, HRIS, Building Relationships, Career Counseling, Leadership Development, Personnel Management, Business Networking, Workforce Planning, Industrial Sector
Education
Coastal Carolina University 2003 — 2007
Bachelor of Arts, Early Childhood Education
RoundPoint Financial Group February 2015 - Present
RoundPoint Financial Group May 2013 - Present
The Mergis Group - A Randstad Company January 2012 - April 2013
Porter Ridge Elementary School August 2008 - January 2012
ParkView Elementary School July 2007 - August 2008
Skills
Microsoft Office, Microsoft, Active Inspire, Recruiting, Temporary Staffing, Employee Relations, Temporary Placement, Cold Calling, Talent Acquisition, Sourcing, Outlook, Customer Service, Screening, Contract Recruitment, Staffing Services, Interviews, New Hire Orientations, College Recruiting, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Time Management, Hiring, Training, Payroll, Screening Resumes, Resume Writing, Employee Training, Onboarding, PeopleSoft, Executive Search, Staff Development, Employee Benefits, Interview Preparation, Leadership, Talent Management, Benefits Administration, Taleo, Coaching, Background Checks, Career Development, Recruitment Advertising, HRIS, Building Relationships, Career Counseling, Leadership Development, Personnel Management, Business Networking, Workforce Planning, Industrial Sector
Education
Coastal Carolina University 2003 — 2007
Bachelor of Arts, Early Childhood Education
Morrighan NicSidhe's RoundPoint Financial Group Experience July 2012 - Present
Job AVP Default Administration
Industry Banking
Experience
RoundPoint Financial Group July 2012 - Present
Wells Fargo Home Mortgage April 2009 - August 2012
Wells Fargo Home Mortgage October 2008 - April 2009
Wells Fargo Home Mortgage January 2007 - October 2008
Wells Fargo Home Mortgage January 2005 - December 2006
Wells Fargo Home Mortgage January 2004 - December 2004
Remedy Staffing June 2003 - December 2003
All American Financial July 2002 - March 2003
Skills
Project Management, Creative Problem Solving, Change Management, Data Mapping, Loss Mitigation, Mortgage, Loans, Foreclosures, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Loan Servicing, Default, FHA, Vendor Management, Residential Mortgages, Banking, Escrow, HAMP, FHLMC, FNMA, Loan Modifications, Collections, Call Center, Process Improvement, Portfolio Management, Mortgage Underwriting, Bankruptcy, Loan Origination, Underwriting, Risk Management, Refinance, Call Centers
Education
DeVry University 2010 — 2013
Business Administration
Strayer University 2007 — 2009
Associates, Economics
CPCC
CPCC
CPCC
CPCC
CPCC
RoundPoint Financial Group July 2012 - Present
Wells Fargo Home Mortgage April 2009 - August 2012
Wells Fargo Home Mortgage October 2008 - April 2009
Wells Fargo Home Mortgage January 2007 - October 2008
Wells Fargo Home Mortgage January 2005 - December 2006
Wells Fargo Home Mortgage January 2004 - December 2004
Remedy Staffing June 2003 - December 2003
All American Financial July 2002 - March 2003
Skills
Project Management, Creative Problem Solving, Change Management, Data Mapping, Loss Mitigation, Mortgage, Loans, Foreclosures, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Loan Servicing, Default, FHA, Vendor Management, Residential Mortgages, Banking, Escrow, HAMP, FHLMC, FNMA, Loan Modifications, Collections, Call Center, Process Improvement, Portfolio Management, Mortgage Underwriting, Bankruptcy, Loan Origination, Underwriting, Risk Management, Refinance, Call Centers
Education
DeVry University 2010 — 2013
Business Administration
Strayer University 2007 — 2009
Associates, Economics
CPCC
CPCC
CPCC
CPCC
CPCC
Brandy Gussin Brandy Gussin's RoundPoint Financial Group Experience February 2014 - Present
Job Portfolio Specialist at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group February 2014 - Present
Accenture March 2013 - October 2013
Accenture April 2011 - March 2013
Ameritrust December 2008 - March 2011
Oricon Funding June 2003 - August 2008
MoneyMax Financial Solutions, Inc. August 2001 - June 2003
Skills
FHA financing, Banking, Loan Servicing, Mortgage Banking, Finance, Analytical Skills, Corporate Communications, Credit Risk, Credit Analysis, Mortgage Underwriting, Employee Training, Quality Auditing, Loss Mitigation
Education
College of Charleston
Bachelor of Arts (BA), Business/Corporate Communications, Sociology
RoundPoint Financial Group February 2014 - Present
Accenture March 2013 - October 2013
Accenture April 2011 - March 2013
Ameritrust December 2008 - March 2011
Oricon Funding June 2003 - August 2008
MoneyMax Financial Solutions, Inc. August 2001 - June 2003
Skills
FHA financing, Banking, Loan Servicing, Mortgage Banking, Finance, Analytical Skills, Corporate Communications, Credit Risk, Credit Analysis, Mortgage Underwriting, Employee Training, Quality Auditing, Loss Mitigation
Education
College of Charleston
Bachelor of Arts (BA), Business/Corporate Communications, Sociology
Heather Funkhouser Heather Funkhouser's RoundPoint Financial Group Experience July 2013 - September 2014
Job Mortgage Professional
Industry Financial Services
Experience
Accenture October 2014 - Present
RoundPoint Financial Group July 2013 - September 2014
Self Employed March 2013 - August 2013
Indecomm Global Services November 2012 - March 2013
Accenture July 2012 - November 2012
Zenta May 2009 - June 2012
Dover Mortgage Company May 2008 - May 2009
Myers Park Mortgage December 2007 - May 2008
First Franklin January 2003 - December 2007
Skills
Loss Mitigation, Business Analysis, Process Improvement, Vendor Management, Analysis, Strategic Planning, Microsoft Excel, Customer Service, Program Management, Microsoft Office, Loans, Management, Mortgage Lending, Training, FHA
Education
Gaston College 2000 — 2000
Early Childhood Education and Teaching
Accenture October 2014 - Present
RoundPoint Financial Group July 2013 - September 2014
Self Employed March 2013 - August 2013
Indecomm Global Services November 2012 - March 2013
Accenture July 2012 - November 2012
Zenta May 2009 - June 2012
Dover Mortgage Company May 2008 - May 2009
Myers Park Mortgage December 2007 - May 2008
First Franklin January 2003 - December 2007
Skills
Loss Mitigation, Business Analysis, Process Improvement, Vendor Management, Analysis, Strategic Planning, Microsoft Excel, Customer Service, Program Management, Microsoft Office, Loans, Management, Mortgage Lending, Training, FHA
Education
Gaston College 2000 — 2000
Early Childhood Education and Teaching
Spencer Terry Spencer Terry's RoundPoint Financial Group Experience February 2013 - December 2013
Job Group Sales Executive at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha December 2013 - Present
RoundPoint Financial Group February 2013 - December 2013
RoundPoint Financial Group May 2012 - January 2013
AUTOBELL Car Wash October 2009 - April 2012
Skills
Customer Service, Leadership, Sales, Finance, Account Management, Management, Employee Benefits, Loss Mitigation, Negotiation, Cold Calling, Public Speaking, Social Networking, Loan Servicing, Disability Insurance
Education
University of North Carolina - Charlotte 2009 — 2012
Bachelor of Science Business Administration, Management BSBA
College of Charleston 2007 — 2009
Business Administration and Management, General
Mutual of Omaha December 2013 - Present
RoundPoint Financial Group February 2013 - December 2013
RoundPoint Financial Group May 2012 - January 2013
AUTOBELL Car Wash October 2009 - April 2012
Skills
Customer Service, Leadership, Sales, Finance, Account Management, Management, Employee Benefits, Loss Mitigation, Negotiation, Cold Calling, Public Speaking, Social Networking, Loan Servicing, Disability Insurance
Education
University of North Carolina - Charlotte 2009 — 2012
Bachelor of Science Business Administration, Management BSBA
College of Charleston 2007 — 2009
Business Administration and Management, General
B. Frederick Archable B. Frederick Archable's RoundPoint Financial Group Experience July 2013 - June 2014
Job Senior Reverse Mortgage Consultant at Reverse Mortgage Corp.
Industry Banking
Experience
Reverse Mortgage Corp. June 2014 - Present
RoundPoint Financial Group July 2013 - June 2014
Maverick Funding July 2012 - June 2013
Great Oak Lending Partners November 2005 - December 2010
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Loan Origination, Loans, VA loans, Residential Mortgages, FHA financing, Credit, Credit Analysis, Reverse Mortgages, Banking, Government Loans, Certified Mortgage..., FHA Financing
Education
Baltimore International College 1994 — 1996
Professional Cooking
Control Data Institute 1979 — 1980
Electrical/Electronics Maintenance and Repair Technology
Walbrook 1977 — 1979
Reverse Mortgage Corp. June 2014 - Present
RoundPoint Financial Group July 2013 - June 2014
Maverick Funding July 2012 - June 2013
Great Oak Lending Partners November 2005 - December 2010
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Loan Origination, Loans, VA loans, Residential Mortgages, FHA financing, Credit, Credit Analysis, Reverse Mortgages, Banking, Government Loans, Certified Mortgage..., FHA Financing
Education
Baltimore International College 1994 — 1996
Professional Cooking
Control Data Institute 1979 — 1980
Electrical/Electronics Maintenance and Repair Technology
Walbrook 1977 — 1979
Cindy Perdue's RoundPoint Financial Group Experience April 2011 - May 2013
Job Loan Processor
Industry Financial Services
Experience
Cardinal Financial, LP May 2013 - Present
RoundPoint Financial Group April 2011 - May 2013
Skills
Loans, Mortgage Banking, Mortgage Lending, Refinance, FHA, VA loans, USDA
Education
Central Piedmont Community College 1990 — 1992
Associate, Early Childhood
University of North Carolina at Charlotte
Business
Cardinal Financial, LP May 2013 - Present
RoundPoint Financial Group April 2011 - May 2013
Skills
Loans, Mortgage Banking, Mortgage Lending, Refinance, FHA, VA loans, USDA
Education
Central Piedmont Community College 1990 — 1992
Associate, Early Childhood
University of North Carolina at Charlotte
Business
Charles Winslow Charles Winslow's RoundPoint Financial Group Experience May 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Hospitality
Experience
Goldman Sachs July 2013 - Present
Goodwill Industries International June 2012 - August 2012
RoundPoint Financial Group May 2011 - August 2011
News America Marketing June 2010 - August 2010
ComFit Learning September 2008 - April 2009
Skills
Microsoft Excel, Microsoft Office, Event Planning, Project Management, Teamwork, Research, Public Speaking, Customer Service, Sales, Cross-functional Team..., Financial Analysis, Retail, Finance, PowerPoint, Market Research, Social Media, Analysis, Data Analysis, Leadership
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Hotel Administration
University of Virginia 2011 — 2011
Semester at Sea
Semester at Sea
Goldman Sachs July 2013 - Present
Goodwill Industries International June 2012 - August 2012
RoundPoint Financial Group May 2011 - August 2011
News America Marketing June 2010 - August 2010
ComFit Learning September 2008 - April 2009
Skills
Microsoft Excel, Microsoft Office, Event Planning, Project Management, Teamwork, Research, Public Speaking, Customer Service, Sales, Cross-functional Team..., Financial Analysis, Retail, Finance, PowerPoint, Market Research, Social Media, Analysis, Data Analysis, Leadership
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Hotel Administration
University of Virginia 2011 — 2011
Semester at Sea
Semester at Sea
Livia Antonia Roelker Livia Antonia Roelker's RoundPoint Financial Group Experience December 2008 - July 2009
Job Support Escalation Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2014 - Present
Xtreme Consulting Group, Inc. October 2012 - February 2014
Xtreme Consulting Group, Inc. May 2011 - October 2012
Principle Solutions Group February 2011 - May 2011
Azaleos October 2009 - March 2011
RoundPoint Financial Group December 2008 - July 2009
Tech Pros Group 2007 - 2008
Tri-State University September 2005 - May 2007
Skills
Vendor Management, Database Administration, Remote Access, Hyper-V, Servers, Citrix, DNS, VMware, Active Directory, Blackberry Enterprise..., Microsoft Exchange, Powershell, Windows Server, Microsoft Technologies, Windows 7, SharePoint, Disaster Recovery, Virtualization, Microsoft Servers, Network Administration, System Administration, Data Center, Troubleshooting, Networking, Enterprise Architecture, XP, Blackberry, Cluster, IIS, Help Desk Support, Databases, Integration, Windows, Software Documentation, System Deployment, DHCP, Windows XP
Education
Tri-State University 2005 — 2007
Bachelor of Science, Computer Science, Economics
2003 — 2005
Management of Information Systems
Microsoft February 2014 - Present
Xtreme Consulting Group, Inc. October 2012 - February 2014
Xtreme Consulting Group, Inc. May 2011 - October 2012
Principle Solutions Group February 2011 - May 2011
Azaleos October 2009 - March 2011
RoundPoint Financial Group December 2008 - July 2009
Tech Pros Group 2007 - 2008
Tri-State University September 2005 - May 2007
Skills
Vendor Management, Database Administration, Remote Access, Hyper-V, Servers, Citrix, DNS, VMware, Active Directory, Blackberry Enterprise..., Microsoft Exchange, Powershell, Windows Server, Microsoft Technologies, Windows 7, SharePoint, Disaster Recovery, Virtualization, Microsoft Servers, Network Administration, System Administration, Data Center, Troubleshooting, Networking, Enterprise Architecture, XP, Blackberry, Cluster, IIS, Help Desk Support, Databases, Integration, Windows, Software Documentation, System Deployment, DHCP, Windows XP
Education
Tri-State University 2005 — 2007
Bachelor of Science, Computer Science, Economics
2003 — 2005
Management of Information Systems
Christopher Dale Peterman Christopher Dale Peterman's RoundPoint Financial Group Experience August 2015 - Present
Job Loss Mitigation Portfolio Quality Manager at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group August 2015 - Present
RoundPoint Financial Group December 2014 - August 2015
Amelie's French Bakery June 2014 - May 2015
RoundPoint Financial Group September 2014 - November 2014
RoundPoint Financial Group July 2014 - September 2014
RoundPoint Financial Group September 2013 - July 2014
Amelie's French Bakery April 2013 - June 2014
Do Right BJU September 2011 - January 2014
Bank of America June 2012 - July 2013
Bob Jones University August 2006 - April 2012
Skills
Mortgage Lending, Loans, Microsoft Office, Inventory Management, Microsoft Word, Customer Service, PowerPoint, Sales, Microsoft Excel, Team Building, Public Speaking, Social Media Marketing, Public Relations, Blogging, Finance, Cashiering, Retail, Retail Sales, Merchandising, Visual Merchandising, POS, Cash Register, Leadership, Customer Experience, Critical Thinking, Team-oriented, Profit, Store Operations, Clerical Skills, Filing, Teamwork, Inventory, Customer Satisfaction, Data Entry, Time Management, Outlook, Facebook, Driving Results, Technical Support, Press Releases, Newsletters, Adobe Creative Suite, Nonprofits, Computer Repair, Inventory Control, Social Media, OS X, Marketing, Social Networking, Telephone Skills
Education
Ashford University 2015 — 2017
Bachelor of Arts (B.A.), Organizational Management
Bob Jones University 2006 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Community Christian School 1994 — 2006
Highschool Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
RoundPoint Financial Group August 2015 - Present
RoundPoint Financial Group December 2014 - August 2015
Amelie's French Bakery June 2014 - May 2015
RoundPoint Financial Group September 2014 - November 2014
RoundPoint Financial Group July 2014 - September 2014
RoundPoint Financial Group September 2013 - July 2014
Amelie's French Bakery April 2013 - June 2014
Do Right BJU September 2011 - January 2014
Bank of America June 2012 - July 2013
Bob Jones University August 2006 - April 2012
Skills
Mortgage Lending, Loans, Microsoft Office, Inventory Management, Microsoft Word, Customer Service, PowerPoint, Sales, Microsoft Excel, Team Building, Public Speaking, Social Media Marketing, Public Relations, Blogging, Finance, Cashiering, Retail, Retail Sales, Merchandising, Visual Merchandising, POS, Cash Register, Leadership, Customer Experience, Critical Thinking, Team-oriented, Profit, Store Operations, Clerical Skills, Filing, Teamwork, Inventory, Customer Satisfaction, Data Entry, Time Management, Outlook, Facebook, Driving Results, Technical Support, Press Releases, Newsletters, Adobe Creative Suite, Nonprofits, Computer Repair, Inventory Control, Social Media, OS X, Marketing, Social Networking, Telephone Skills
Education
Ashford University 2015 — 2017
Bachelor of Arts (B.A.), Organizational Management
Bob Jones University 2006 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Community Christian School 1994 — 2006
Highschool Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kristy Walker's RoundPoint Financial Group Experience July 2014 - Present
Job Call Center Supervisor at RoundPoint Financial Group
Industry Investment Banking
Experience
RoundPoint Financial Group July 2014 - Present
RoundPoint Financial Group November 2013 - July 2014
RoundPoint Financial Group September 2012 - November 2013
Celebrate Hilton Head May 2009 - August 2009
Salty Dog Cafe May 2008 - August 2008
Salty Dog Cafe May 2006 - August 2006
Douglas Aquatics May 2005 - September 2005
Douglas Aquatics May 2004 - August 2004
Skills
Event Planning, Advertising, Sales, Graphic Design, Cold Calling Experience, Event Management, Public Relations, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Editing
Education
Clemson University - College of Business and Behavioral Science 2008 — 2011
Bachelor of Science (B.S.), Management
RoundPoint Financial Group July 2014 - Present
RoundPoint Financial Group November 2013 - July 2014
RoundPoint Financial Group September 2012 - November 2013
Celebrate Hilton Head May 2009 - August 2009
Salty Dog Cafe May 2008 - August 2008
Salty Dog Cafe May 2006 - August 2006
Douglas Aquatics May 2005 - September 2005
Douglas Aquatics May 2004 - August 2004
Skills
Event Planning, Advertising, Sales, Graphic Design, Cold Calling Experience, Event Management, Public Relations, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Editing
Education
Clemson University - College of Business and Behavioral Science 2008 — 2011
Bachelor of Science (B.S.), Management
Dave Worrall's RoundPoint Financial Group Experience July 2010 - Present
Job President, RoundPoint Mortgage Servicing Corp.
Industry Financial Services
Experience
RoundPoint Financial Group July 2010 - Present
Citi March 2010 - July 2010
Fannie Mae August 2008 - March 2010
Fannie Mae November 2006 - July 2008
GMAC ResCap November 2005 - November 2006
GMAC-RFC April 2003 - November 2005
KBR May 2002 - December 2002
Homecomings Financial August 1997 - August 2000
Skills
Mortgage Lending, Business Intelligence, Valuation, Financial Modeling, Loan Servicing, Risk Management, Portfolio Management, Loss Mitigation, Credit, Mortgage Banking, Mortgage Servicing, Banking, Asset Managment, Loans, Financial Analysis, Loan Origination, Investments, FHA
Education
Texas A&M University - Mays Business School 2000 — 2002
MBA
Florida State University 1993 — 1997
BA, English/Economics
RoundPoint Financial Group July 2010 - Present
Citi March 2010 - July 2010
Fannie Mae August 2008 - March 2010
Fannie Mae November 2006 - July 2008
GMAC ResCap November 2005 - November 2006
GMAC-RFC April 2003 - November 2005
KBR May 2002 - December 2002
Homecomings Financial August 1997 - August 2000
Skills
Mortgage Lending, Business Intelligence, Valuation, Financial Modeling, Loan Servicing, Risk Management, Portfolio Management, Loss Mitigation, Credit, Mortgage Banking, Mortgage Servicing, Banking, Asset Managment, Loans, Financial Analysis, Loan Origination, Investments, FHA
Education
Texas A&M University - Mays Business School 2000 — 2002
MBA
Florida State University 1993 — 1997
BA, English/Economics
Sharlene Matthews Sharlene Matthews's RoundPoint Financial Group Experience October 2009 - November 2012
Job Operations manager
Industry Financial Services
Experience
CoreLogic December 2012 - Present
RoundPoint Financial Group October 2009 - November 2012
Wells Fargo Home Mortgage February 2007 - October 2009
Wells Fargo Home Mortgage August 2006 - January 2007
National City Mortgage November 2003 - August 2006
GE Capital March 1999 - October 2003
Bank One March 1997 - March 1999
Skills
LPS, Mortgage Servicing, Credit Cards, Operational Risk, Project Management, Six Sigma, Compliance, Default, Foreclosures, Portfolio Management, Mortgage Lending, Mortgage Banking, Credit, Banking, Risk Management, Customer Service, Leadership, Financial Analysis
Education
Central State University
CoreLogic December 2012 - Present
RoundPoint Financial Group October 2009 - November 2012
Wells Fargo Home Mortgage February 2007 - October 2009
Wells Fargo Home Mortgage August 2006 - January 2007
National City Mortgage November 2003 - August 2006
GE Capital March 1999 - October 2003
Bank One March 1997 - March 1999
Skills
LPS, Mortgage Servicing, Credit Cards, Operational Risk, Project Management, Six Sigma, Compliance, Default, Foreclosures, Portfolio Management, Mortgage Lending, Mortgage Banking, Credit, Banking, Risk Management, Customer Service, Leadership, Financial Analysis
Education
Central State University
Lindsey Yelton Lindsey Yelton's RoundPoint Financial Group Experience September 2014 - Present
Job Document Administrator ASLR at Roundpoint Mortgage Servicing Corporation
Industry Consumer Services
Experience
Lindsey K. Yelton February 2015 - Present
RoundPoint Financial Group September 2014 - Present
Foundation For The Carolinas June 2013 - May 2015
RoundPoint Financial Group August 2013 - September 2014
Robert C. Whitt April 2013 - July 2013
Sanford Law Firm, PC May 2012 - December 2012
The Law Offices Of Jonathan S. Frank, PC August 2011 - April 2012
Robinson, Bradshaw and Hinson, PA January 2009 - March 2009
Automatic Data Processing November 2005 - December 2008
Daniel Stowe Botanical Garden August 2005 - October 2005
Skills
Customer Service, Management, Payroll, Customer Retention, Banking, Troubleshooting, Microsoft Office, Microsoft Excel, Outlook, Event Planning, Estate Planning, Family Law, Digital Dictation, Paralegals, Time Management, Nonprofits, Event Management, Social Media, Training, PowerPoint, Leadership
Education
Duke University 2010 — 2010
Paralegal Studies Certification, Legal Studies, General
Appalachian State University 2000 — 2005
Bachelor's degree, Business/Communications
RCCC
Microsoft Office Excel Certified
Lindsey K. Yelton February 2015 - Present
RoundPoint Financial Group September 2014 - Present
Foundation For The Carolinas June 2013 - May 2015
RoundPoint Financial Group August 2013 - September 2014
Robert C. Whitt April 2013 - July 2013
Sanford Law Firm, PC May 2012 - December 2012
The Law Offices Of Jonathan S. Frank, PC August 2011 - April 2012
Robinson, Bradshaw and Hinson, PA January 2009 - March 2009
Automatic Data Processing November 2005 - December 2008
Daniel Stowe Botanical Garden August 2005 - October 2005
Skills
Customer Service, Management, Payroll, Customer Retention, Banking, Troubleshooting, Microsoft Office, Microsoft Excel, Outlook, Event Planning, Estate Planning, Family Law, Digital Dictation, Paralegals, Time Management, Nonprofits, Event Management, Social Media, Training, PowerPoint, Leadership
Education
Duke University 2010 — 2010
Paralegal Studies Certification, Legal Studies, General
Appalachian State University 2000 — 2005
Bachelor's degree, Business/Communications
RCCC
Microsoft Office Excel Certified
Cheryl Missy Crowley's RoundPoint Financial Group Experience May 2014 - October 2014
Job Member Services Associate at Carolina Cooperative Federal Credit Union
Industry Financial Services
Experience
Carolina Cooperative Federal Credit Union December 2014 - Present
Hornets Sports and Entertainment August 2014 - Present
RoundPoint Financial Group May 2014 - October 2014
RoundPoint Financial Group June 2013 - October 2014
Rapid Cash Refund January 2013 - May 2013
Bisque Imports April 2012 - December 2012
CMC Rebar of North Carolina June 2006 - February 2011
Gaston Eye Associates January 2005 - September 2005
Gaston Rentals September 2003 - October 2004
Truliant Federal Credit Union March 1989 - March 2003
Skills
Payroll, Mortgage Lending, Insurance, Customer Service, Encompass 360, Mortgage Refinance, Title insurance, FHA financing, VA financing, Mortgage Servicing, Word Processing, Microsoft Excel, Collections, Telephone Triage, Purchasing, Purchase Orders, Tax Preparation, Data Management, Outlook, Finanace, Velocify, Procurement
Education
Gaston College 1986 — 1989
Associate's Degree, Administrative Assistant and Secretarial Science, General
University of North Carolina at Charlotte
Bachelor's Degree, Business Administration and Management, General
Carolina Cooperative Federal Credit Union December 2014 - Present
Hornets Sports and Entertainment August 2014 - Present
RoundPoint Financial Group May 2014 - October 2014
RoundPoint Financial Group June 2013 - October 2014
Rapid Cash Refund January 2013 - May 2013
Bisque Imports April 2012 - December 2012
CMC Rebar of North Carolina June 2006 - February 2011
Gaston Eye Associates January 2005 - September 2005
Gaston Rentals September 2003 - October 2004
Truliant Federal Credit Union March 1989 - March 2003
Skills
Payroll, Mortgage Lending, Insurance, Customer Service, Encompass 360, Mortgage Refinance, Title insurance, FHA financing, VA financing, Mortgage Servicing, Word Processing, Microsoft Excel, Collections, Telephone Triage, Purchasing, Purchase Orders, Tax Preparation, Data Management, Outlook, Finanace, Velocify, Procurement
Education
Gaston College 1986 — 1989
Associate's Degree, Administrative Assistant and Secretarial Science, General
University of North Carolina at Charlotte
Bachelor's Degree, Business Administration and Management, General
Seiggam D'Oleo Seiggam D'Oleo's RoundPoint Financial Group Experience September 2009 - October 2011
Job Loan Administration Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Bank of America October 2011 - June 2014
RoundPoint Financial Group September 2009 - October 2011
Charlotte Mecklenburg Housing Partnership February 2008 - September 2009
Wells Fargo Home Mortgage June 2000 - September 2007
Skills
Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Credit, Loss Mitigation, Residential Mortgages, FHA, Credit Analysis, Risk Management, Mortgage Servicing, Loan Servicing, Process Improvement, Credit Risk, Financial Services, Financial Analysis, Finance, Relationship Management, Vendor Management, Mortgage Underwriting, USDA, Financial Risk, Asset Management, Consumer Lending, VA loans, Default, Strategic Planning, Business Process..., Banking, Customer Service, Loan Origination, Microsoft Office
Education
Cal State San Bernardino 2000 — 2002
Finance
University of Puerto Rico 1995 — 2000
BS, Accounting
Wells Fargo August 2014 - Present
Bank of America October 2011 - June 2014
RoundPoint Financial Group September 2009 - October 2011
Charlotte Mecklenburg Housing Partnership February 2008 - September 2009
Wells Fargo Home Mortgage June 2000 - September 2007
Skills
Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Credit, Loss Mitigation, Residential Mortgages, FHA, Credit Analysis, Risk Management, Mortgage Servicing, Loan Servicing, Process Improvement, Credit Risk, Financial Services, Financial Analysis, Finance, Relationship Management, Vendor Management, Mortgage Underwriting, USDA, Financial Risk, Asset Management, Consumer Lending, VA loans, Default, Strategic Planning, Business Process..., Banking, Customer Service, Loan Origination, Microsoft Office
Education
Cal State San Bernardino 2000 — 2002
Finance
University of Puerto Rico 1995 — 2000
BS, Accounting
Cassandra Norwood Cassandra Norwood's RoundPoint Financial Group Experience June 2015 - Present
Job Collections Specialist at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group June 2015 - Present
Park Property Management April 2012 - July 2014
Park Property Management April 2012 - July 2014
The Park Ministries 2011 - 2014
Skills
Event Planning, Microsoft Office, Community Outreach, Nonprofits, Public Speaking, Office Administration, Office Management, Customer Service, Outlook, Social Media, PowerPoint, Microsoft Word, Microsoft Excel
Education
Appalachian State University 2000 — 2004
BS, Communications/ Public Relations
RoundPoint Financial Group June 2015 - Present
Park Property Management April 2012 - July 2014
Park Property Management April 2012 - July 2014
The Park Ministries 2011 - 2014
Skills
Event Planning, Microsoft Office, Community Outreach, Nonprofits, Public Speaking, Office Administration, Office Management, Customer Service, Outlook, Social Media, PowerPoint, Microsoft Word, Microsoft Excel
Education
Appalachian State University 2000 — 2004
BS, Communications/ Public Relations
Kate Quinlan Kate Quinlan's RoundPoint Financial Group Experience August 2012 - June 2013
Job Underwriting Manager
Industry Banking
Experience
Cardinal Financial, LP May 2013 - Present
RoundPoint Financial Group August 2012 - June 2013
Indecomm Mortgage Dynamics, Inc. June 2009 - August 2012
Wells Fargo Home Mortgage June 2008 - June 2009
Genworth Mortgage Insurance July 2007 - May 2008
Castle Point Mortgage October 2002 - May 2008
Skills
Mortgage Lending, Mortgage Underwriting, Sales, Customer Service, Microsoft Excel, Underwriting, Credit, Management, Banking, Loan Origination, FHA, Loans, Mortgage Banking, Residential Mortgages, Refinance, VA Loans
Education
Florida State University 1999 — 2002
English
Cardinal Financial, LP May 2013 - Present
RoundPoint Financial Group August 2012 - June 2013
Indecomm Mortgage Dynamics, Inc. June 2009 - August 2012
Wells Fargo Home Mortgage June 2008 - June 2009
Genworth Mortgage Insurance July 2007 - May 2008
Castle Point Mortgage October 2002 - May 2008
Skills
Mortgage Lending, Mortgage Underwriting, Sales, Customer Service, Microsoft Excel, Underwriting, Credit, Management, Banking, Loan Origination, FHA, Loans, Mortgage Banking, Residential Mortgages, Refinance, VA Loans
Education
Florida State University 1999 — 2002
English
Lyndsey Shelley Lyndsey Shelley's RoundPoint Financial Group Experience May 2015 - Present
Job Reporting Analyst at RoundPoint
Industry Computer Software
Experience
RoundPoint Financial Group May 2015 - Present
Thinkgate LLC May 2014 - March 2015
Netsmart Technologies November 2008 - March 2014
Skills
Agile Methodologies, Software Development, XML, SQL, Microsoft SQL Server, Quality Assurance, Regression Testing, Full SDLC, Quality Center, Unit Testing, Functional Testing, User Acceptance Testing, Manual Testing, Software Quality..., Enterprise Software
Education
Clemson University - College of Business and Behavioral Science 2001 — 2005
Carolina Forest High School 1997 — 2001
RoundPoint Financial Group May 2015 - Present
Thinkgate LLC May 2014 - March 2015
Netsmart Technologies November 2008 - March 2014
Skills
Agile Methodologies, Software Development, XML, SQL, Microsoft SQL Server, Quality Assurance, Regression Testing, Full SDLC, Quality Center, Unit Testing, Functional Testing, User Acceptance Testing, Manual Testing, Software Quality..., Enterprise Software
Education
Clemson University - College of Business and Behavioral Science 2001 — 2005
Carolina Forest High School 1997 — 2001
Kenneth Casteel Kenneth Casteel's RoundPoint Financial Group Experience March 2015 - Present
Job Business Writer at RoundPoint Mortgage Servicing Corp.
Industry Law Practice
Experience
RoundPoint Financial Group March 2015 - Present
The Law Office of B. Elizabeth Todd, Pllc December 2013 - December 2014
The Law Office of B. Elizabeth Todd, Pllc August 2013 - December 2013
Mecklenburg County Guardian ad Litem January 2013 - April 2013
The Law Office of B. Elizabeth Todd, Pllc June 2011 - March 2013
The Law Offices of Frank Cassiano July 2008 - June 2010
Skills
Personal Injury..., Civil Litigation, Pleadings, Legal Research, Personal Injury, Motions, Westlaw, Legal Writing, Products Liability, Insurance Subrogation, Arbitration, Construction Negligence, Torts, Contract Law, Legal Documents, LexisNexis, Fastcase, Microsoft Office, Court Proceedings, Legal Discovery
Education
Charlotte School of Law 2010 — 2013
Juris Doctor
East Carolina University 2004 — 2008
Bachelor of Science, Criminal Justice and Corrections
RoundPoint Financial Group March 2015 - Present
The Law Office of B. Elizabeth Todd, Pllc December 2013 - December 2014
The Law Office of B. Elizabeth Todd, Pllc August 2013 - December 2013
Mecklenburg County Guardian ad Litem January 2013 - April 2013
The Law Office of B. Elizabeth Todd, Pllc June 2011 - March 2013
The Law Offices of Frank Cassiano July 2008 - June 2010
Skills
Personal Injury..., Civil Litigation, Pleadings, Legal Research, Personal Injury, Motions, Westlaw, Legal Writing, Products Liability, Insurance Subrogation, Arbitration, Construction Negligence, Torts, Contract Law, Legal Documents, LexisNexis, Fastcase, Microsoft Office, Court Proceedings, Legal Discovery
Education
Charlotte School of Law 2010 — 2013
Juris Doctor
East Carolina University 2004 — 2008
Bachelor of Science, Criminal Justice and Corrections
Emily Ray, JD Emily Ray, JD's RoundPoint Financial Group Experience November 2014 - Present
Job Correspondence Specialist at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group November 2014 - Present
Legal Aid of North Carolina January 2014 - May 2014
Civil Rights Clinic January 2014 - May 2014
Legal Aid of North Carolina May 2013 - July 2013
Charlotte School of Law August 2012 - May 2013
Kushner & Kushner, P.C. March 2010 - August 2012
Skills
Lexis Nexis, Westlaw, Microsoft Office, Legal Writing, Lexis, Teaching, Legal Issues
Education
Charlotte School of Law 2011 — 2014
Juris Doctor (J.D.), Valedictorian, Summa Cum Laude
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Arts (B.A.), Magna Cum Laude, Psychology, with honors
RoundPoint Financial Group November 2014 - Present
Legal Aid of North Carolina January 2014 - May 2014
Civil Rights Clinic January 2014 - May 2014
Legal Aid of North Carolina May 2013 - July 2013
Charlotte School of Law August 2012 - May 2013
Kushner & Kushner, P.C. March 2010 - August 2012
Skills
Lexis Nexis, Westlaw, Microsoft Office, Legal Writing, Lexis, Teaching, Legal Issues
Education
Charlotte School of Law 2011 — 2014
Juris Doctor (J.D.), Valedictorian, Summa Cum Laude
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Arts (B.A.), Magna Cum Laude, Psychology, with honors
Clinton J. Deas's RoundPoint Financial Group Experience January 2014 - November 2014
Job
Industry Nonprofit Organization Management
Experience
Geometry Global November 2012 - Present
Amatuer Athletic Union June 2009 - Present
RoundPoint Financial Group January 2014 - November 2014
Wells Fargo March 2012 - November 2013
FIBA July 2006 - January 2012
Birkdale School August 2006 - May 2007
Skills
Sports, Public Speaking, Public Relations, Customer Service, Social Media Marketing, Microsoft Office, Event Planning, Social Media, PowerPoint, Sports Coaching, Social Networking, Athletics, Critical Thinking, Problem Solving, Media Relations, Contract Negotiation, Sales, Sales Presentations, Brand Ambassadors, Mortgage Lending, Team Management, First Time Home Buyers, Microsoft Excel, Marketing, Microsoft Word, Team Building, Finance, Event Management, Fundraising, Leadership, Strategic Planning, Marketing Communications, Analysis, Management
Education
Appalachian State University 2003 — 2006
B.A, Organizational/Public Communications
Brigham Young University 2003 — 2003
Associate of Arts and Sciences (AAS), Independent Study
College of Southern Idaho 2001 — 2003
Associates, Liberal Arts
Geometry Global November 2012 - Present
Amatuer Athletic Union June 2009 - Present
RoundPoint Financial Group January 2014 - November 2014
Wells Fargo March 2012 - November 2013
FIBA July 2006 - January 2012
Birkdale School August 2006 - May 2007
Skills
Sports, Public Speaking, Public Relations, Customer Service, Social Media Marketing, Microsoft Office, Event Planning, Social Media, PowerPoint, Sports Coaching, Social Networking, Athletics, Critical Thinking, Problem Solving, Media Relations, Contract Negotiation, Sales, Sales Presentations, Brand Ambassadors, Mortgage Lending, Team Management, First Time Home Buyers, Microsoft Excel, Marketing, Microsoft Word, Team Building, Finance, Event Management, Fundraising, Leadership, Strategic Planning, Marketing Communications, Analysis, Management
Education
Appalachian State University 2003 — 2006
B.A, Organizational/Public Communications
Brigham Young University 2003 — 2003
Associate of Arts and Sciences (AAS), Independent Study
College of Southern Idaho 2001 — 2003
Associates, Liberal Arts
Vince Cinquemani's RoundPoint Financial Group Experience May 2013 - February 2014
Job Licensed Loan Officer at Supreme Lending
Industry Banking
Experience
Supreme Lending May 2015 - Present
Homestead Funding Corp. June 2014 - May 2015
Embrace Home Loans February 2014 - June 2014
RoundPoint Financial Group May 2013 - February 2014
Mortgage Industry February 2011 - May 2013
Nationstar Mortgage June 2010 - February 2011
Supreme Lending January 2005 - June 2010
CTX Mortgage April 1999 - January 2005
Superior Lending April 1998 - April 1999
Greater Dallas Mortgage January 1997 - April 1998
Skills
FHA, Mortgage Banking, Residential Mortgages, Mortgage Lending, Sales Management, VA loans, Financial Services, Refinance, Banking, Investment Properties, First Time Home Buyers, Real Estate, Sales, Reverse Mortgages, Credit, FHA financing, Construction Loans, Credit Analysis, Government Loans, USDA, Loans, Loan Origination, Investments, Insurance, Mortgage Underwriting, Selling, Customer Service, Cold Calling, Finance, Underwriting, Loss Mitigation, Real Estate Financing, Certified Mortgage..., VA Loans, FHA Financing
Education
Cornell University 1984 — 1987
MS, Industrial Labor Relations
State University of New York College at Fredonia 1981 — 1983
Bachelor, Industrial Labor Relations
SUNY Orange 1977 — 1980
Associate, Business Administration
Pine Bush High School 1974 — 1977
Diploma
Supreme Lending May 2015 - Present
Homestead Funding Corp. June 2014 - May 2015
Embrace Home Loans February 2014 - June 2014
RoundPoint Financial Group May 2013 - February 2014
Mortgage Industry February 2011 - May 2013
Nationstar Mortgage June 2010 - February 2011
Supreme Lending January 2005 - June 2010
CTX Mortgage April 1999 - January 2005
Superior Lending April 1998 - April 1999
Greater Dallas Mortgage January 1997 - April 1998
Skills
FHA, Mortgage Banking, Residential Mortgages, Mortgage Lending, Sales Management, VA loans, Financial Services, Refinance, Banking, Investment Properties, First Time Home Buyers, Real Estate, Sales, Reverse Mortgages, Credit, FHA financing, Construction Loans, Credit Analysis, Government Loans, USDA, Loans, Loan Origination, Investments, Insurance, Mortgage Underwriting, Selling, Customer Service, Cold Calling, Finance, Underwriting, Loss Mitigation, Real Estate Financing, Certified Mortgage..., VA Loans, FHA Financing
Education
Cornell University 1984 — 1987
MS, Industrial Labor Relations
State University of New York College at Fredonia 1981 — 1983
Bachelor, Industrial Labor Relations
SUNY Orange 1977 — 1980
Associate, Business Administration
Pine Bush High School 1974 — 1977
Diploma
Christy Johnson, MBA's RoundPoint Financial Group Experience February 2015 - Present
Job Mortgage Servicing Representative
Industry Banking
Experience
RoundPoint Financial Group February 2015 - Present
ADP April 2011 - October 2014
Shaw AREVA MOX Services, LLC October 2006 - November 2009
IAP Worldwide Services July 2005 - October 2006
Skills
ADP Payroll, Talent Management, Payroll, Personnel Management, Analysis, Troubleshooting, Technical Support, Microsoft Excel, Microsoft Word, Call Centers, Microsoft Office, Customer Service, Training, Leadership, Team Building, Process Improvement, Outlook, Access, Software Documentation, Customer Satisfaction, Coaching
Education
Brenau University 2008 — 2012
Master of Business Administration (MBA), Project Management
Troy University 2005 — 2007
Bachelor of Science (BS), Computer Science
Augusta Technical College 2002 — 2005
Associate of Science (AS), Microcomputer Specialist
RoundPoint Financial Group February 2015 - Present
ADP April 2011 - October 2014
Shaw AREVA MOX Services, LLC October 2006 - November 2009
IAP Worldwide Services July 2005 - October 2006
Skills
ADP Payroll, Talent Management, Payroll, Personnel Management, Analysis, Troubleshooting, Technical Support, Microsoft Excel, Microsoft Word, Call Centers, Microsoft Office, Customer Service, Training, Leadership, Team Building, Process Improvement, Outlook, Access, Software Documentation, Customer Satisfaction, Coaching
Education
Brenau University 2008 — 2012
Master of Business Administration (MBA), Project Management
Troy University 2005 — 2007
Bachelor of Science (BS), Computer Science
Augusta Technical College 2002 — 2005
Associate of Science (AS), Microcomputer Specialist
Chad Gonia Chad Gonia's RoundPoint Financial Group Experience 2014 - 2015
Job Applications Analyst, AVP
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
RoundPoint Financial Group 2014 - 2015
JPMorgan Chase 2009 - 2014
JPMorgan Chase 2006 - 2009
Universal 1 Credit Union 2004 - 2006
Huntington National Bank 2004 - 2004
Anchor Hocking 2003 - 2004
Sun Chemical 2000 - 2003
Sun Chemical 1999 - 2000
Unimast Incorporated 1998 - 1999
Skills
Banking, Mortgage Lending, Credit, Process Improvement, Mortgage Banking, Loan Servicing, Customer Service, Financial Analysis, Project Management, Strategic Planning, Microsoft Excel, Mortgage Servicing, Portfolio Management, Residential Mortgages, Operations Management, Budgets, Financial Reporting, LPS, MSP, Monarch Pro, Passport, Analysis, Loans, Management, Finance, Leadership, Risk Management
Education
Capital University 2007 — 2010
MBA, Business
Miami University 1994 — 1998
BS, Management
JPMorgan Chase & Co. May 2015 - Present
RoundPoint Financial Group 2014 - 2015
JPMorgan Chase 2009 - 2014
JPMorgan Chase 2006 - 2009
Universal 1 Credit Union 2004 - 2006
Huntington National Bank 2004 - 2004
Anchor Hocking 2003 - 2004
Sun Chemical 2000 - 2003
Sun Chemical 1999 - 2000
Unimast Incorporated 1998 - 1999
Skills
Banking, Mortgage Lending, Credit, Process Improvement, Mortgage Banking, Loan Servicing, Customer Service, Financial Analysis, Project Management, Strategic Planning, Microsoft Excel, Mortgage Servicing, Portfolio Management, Residential Mortgages, Operations Management, Budgets, Financial Reporting, LPS, MSP, Monarch Pro, Passport, Analysis, Loans, Management, Finance, Leadership, Risk Management
Education
Capital University 2007 — 2010
MBA, Business
Miami University 1994 — 1998
BS, Management
Jenise Brown-Taylor Jenise Brown-Taylor's RoundPoint Financial Group Experience March 2014 - May 2015
Job Loan Audit/Quality Control Manager
Industry Banking
Experience
B2R Finance May 2015 - Present
RoundPoint Financial Group March 2014 - May 2015
Bank of America June 2013 - March 2014
Bank of America July 2012 - June 2013
Bank of America 2011 - July 2012
Bank of America 2008 - 2011
Bank of America 2007 - 2008
Skills
Design & Implementation..., Risk Management, Treasury Reporting, Regulatory Guidelines, Dodd-Frank, Problem Solving, Mortgage Servicing, Management, Communication, Supervisory Management, Banking, Financial Risk, Loans, Portfolio Management, Process Improvement, Training, Credit, Customer Service, Finance, Financial Analysis, Leadership, Mortgage Lending, Sales
Education
Central Michigan University 2005 — 2007
Master of Science (M.S.), Public Administration
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Arts (B.A.), Political Science
B2R Finance May 2015 - Present
RoundPoint Financial Group March 2014 - May 2015
Bank of America June 2013 - March 2014
Bank of America July 2012 - June 2013
Bank of America 2011 - July 2012
Bank of America 2008 - 2011
Bank of America 2007 - 2008
Skills
Design & Implementation..., Risk Management, Treasury Reporting, Regulatory Guidelines, Dodd-Frank, Problem Solving, Mortgage Servicing, Management, Communication, Supervisory Management, Banking, Financial Risk, Loans, Portfolio Management, Process Improvement, Training, Credit, Customer Service, Finance, Financial Analysis, Leadership, Mortgage Lending, Sales
Education
Central Michigan University 2005 — 2007
Master of Science (M.S.), Public Administration
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Brian Kimball Brian Kimball's RoundPoint Financial Group Experience December 2013 - March 2014
Job Senior Mortgage Consultant at Paramount Residential Mortgage Group Inc. (PRMG Inc.)
Industry Financial Services
Experience
Paramount Residential Mortgage Group Inc. (PRMG Inc.) April 2015 - Present
United Wholesale Mortgage June 2014 - January 2015
Network Funding, LP March 2014 - June 2014
RoundPoint Financial Group December 2013 - March 2014
Michigan Mutual Inc October 2007 - December 2013
Franklin Security Bank/ First Equity Funding November 2002 - April 2006
Hudsons Corporation 1996 - 1999
Skills
FHA, Loan Origination, USDA, Mortgage Lending, Loans, Refinance, Credit, FHA financing, Government Loans, Mortgage Underwriting, First Time Home Buyers, VA loans, Mortgage Banking, Residential Mortgages, Encompass, Loan Documents, FHA Financing, Sales, VA Loans
Education
Johnson and Wales University 1990 — 1994
Bachelor of Science (BS), Food Service Management
Paramount Residential Mortgage Group Inc. (PRMG Inc.) April 2015 - Present
United Wholesale Mortgage June 2014 - January 2015
Network Funding, LP March 2014 - June 2014
RoundPoint Financial Group December 2013 - March 2014
Michigan Mutual Inc October 2007 - December 2013
Franklin Security Bank/ First Equity Funding November 2002 - April 2006
Hudsons Corporation 1996 - 1999
Skills
FHA, Loan Origination, USDA, Mortgage Lending, Loans, Refinance, Credit, FHA financing, Government Loans, Mortgage Underwriting, First Time Home Buyers, VA loans, Mortgage Banking, Residential Mortgages, Encompass, Loan Documents, FHA Financing, Sales, VA Loans
Education
Johnson and Wales University 1990 — 1994
Bachelor of Science (BS), Food Service Management
Ron Roelker Ron Roelker's RoundPoint Financial Group Experience September 2010 - July 2012
Job Director, Enterprise Architect at Microsoft
Industry Information Technology and Services
Experience
Microsoft April 2015 - Present
Ettain Group September 2014 - April 2015
Iverify September 2012 - September 2014
RoundPoint Financial Group September 2010 - July 2012
RoundPoint Financial Group June 2008 - September 2010
Heart Center of the Rockies August 2004 - March 2008
Cablexpress (CXTEC) January 1999 - May 2004
Skills
Disaster Recovery, Data Center, Security, Business Continuity, Network Engineering, Team Leadership, Executive Management, WAN, Servers, Security+, Change Management, Network Security, Citrix, IT Operations, Firewalls, Active Directory, IT Strategy, VPN, Network Administration, Data Security, Cisco, IT Management, IT Governance, SAS70, VMware, Microsoft Exchange, Policy, Storage, Cisco Technologies, Business Intelligence, Cloud Computing, Windows Server, Telecommunications, Information Security, Virtualization, XP, System Administration, Managed Services, Networking, Information Technology, ITIL, System Deployment, Infrastructure, SharePoint, Unix, Vendor Management, Microsoft Technologies, Management, Leadership, CRM
Education
Aims Community College
Criminal Justice/Police Science
Colorado State University
Computer Science
University of Montana
Criminal Justice/Police Science
Microsoft April 2015 - Present
Ettain Group September 2014 - April 2015
Iverify September 2012 - September 2014
RoundPoint Financial Group September 2010 - July 2012
RoundPoint Financial Group June 2008 - September 2010
Heart Center of the Rockies August 2004 - March 2008
Cablexpress (CXTEC) January 1999 - May 2004
Skills
Disaster Recovery, Data Center, Security, Business Continuity, Network Engineering, Team Leadership, Executive Management, WAN, Servers, Security+, Change Management, Network Security, Citrix, IT Operations, Firewalls, Active Directory, IT Strategy, VPN, Network Administration, Data Security, Cisco, IT Management, IT Governance, SAS70, VMware, Microsoft Exchange, Policy, Storage, Cisco Technologies, Business Intelligence, Cloud Computing, Windows Server, Telecommunications, Information Security, Virtualization, XP, System Administration, Managed Services, Networking, Information Technology, ITIL, System Deployment, Infrastructure, SharePoint, Unix, Vendor Management, Microsoft Technologies, Management, Leadership, CRM
Education
Aims Community College
Criminal Justice/Police Science
Colorado State University
Computer Science
University of Montana
Criminal Justice/Police Science
Charmaine Townsend Charmaine Townsend's RoundPoint Financial Group Experience August 2009 - November 2011
Job Records Management Specialist at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation November 2011 - Present
RoundPoint Financial Group August 2009 - November 2011
Decision One Mortgage September 2003 - October 2007
Skills
Records Management, Document Management, Enterprise Content..., Process Improvement, Time Management, Outlook
Education
Central Piedmont Community College
Ricoh Americas Corporation November 2011 - Present
RoundPoint Financial Group August 2009 - November 2011
Decision One Mortgage September 2003 - October 2007
Skills
Records Management, Document Management, Enterprise Content..., Process Improvement, Time Management, Outlook
Education
Central Piedmont Community College
Rodney Richardson's RoundPoint Financial Group Experience March 2013 - March 2015
Job Loan Verification at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage March 2015 - Present
RoundPoint Financial Group March 2013 - March 2015
RoundPoint Financial Group March 2012 - March 2013
Palmetto Fundraisers October 2011 - February 2012
Novant Medical Group/ Novant Health July 2010 - October 2011
Clemson University August 2008 - May 2010
Call Me Mister Program June 2007 - August 2007
Skills
Outlook, PowerPoint, Administrative Support, Microsoft Office, Word, Back in the Black, LPS Desktop, Data Entry, Non-profits, Microsoft Excel, Customer Service, Microsoft Word, Research, Administrative..., Fundraising, Event Planning, Time Management, Data Analysis, Nonprofits, Social Networking, Advertising, Public Speaking, Access, Coaching, Policy
Education
Clemson University 2005 — 2010
Bachelor of Arts, Political Science
Clemson University - College of Business and Behavioral Science 2005 — 2010
BA, Political Science
Burke High School
Wells Fargo Home Mortgage March 2015 - Present
RoundPoint Financial Group March 2013 - March 2015
RoundPoint Financial Group March 2012 - March 2013
Palmetto Fundraisers October 2011 - February 2012
Novant Medical Group/ Novant Health July 2010 - October 2011
Clemson University August 2008 - May 2010
Call Me Mister Program June 2007 - August 2007
Skills
Outlook, PowerPoint, Administrative Support, Microsoft Office, Word, Back in the Black, LPS Desktop, Data Entry, Non-profits, Microsoft Excel, Customer Service, Microsoft Word, Research, Administrative..., Fundraising, Event Planning, Time Management, Data Analysis, Nonprofits, Social Networking, Advertising, Public Speaking, Access, Coaching, Policy
Education
Clemson University 2005 — 2010
Bachelor of Arts, Political Science
Clemson University - College of Business and Behavioral Science 2005 — 2010
BA, Political Science
Burke High School
Libby Chentfant Libby Chentfant's RoundPoint Financial Group Experience June 2009 - June 2011
Job Graduate of Canisius College
Industry Human Resources
Experience
Brazil's on Main May 2014 - Present
Italian Fisherman Inc. May 2013 - August 2013
RoundPoint Financial Group June 2009 - June 2011
goodmortgage.com October 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Loans, Credit, Banking, Social Networking
Education
Canisius college 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Jamestown Community College 2011 — 2013
Associate of Arts (AA), Psychology
Fredonia High School 2004 — 2008
Regents Diploma with Adanced Designation
Brazil's on Main May 2014 - Present
Italian Fisherman Inc. May 2013 - August 2013
RoundPoint Financial Group June 2009 - June 2011
goodmortgage.com October 2008 - June 2009
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Loans, Credit, Banking, Social Networking
Education
Canisius college 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Jamestown Community College 2011 — 2013
Associate of Arts (AA), Psychology
Fredonia High School 2004 — 2008
Regents Diploma with Adanced Designation
Cardell Smith Cardell Smith's RoundPoint Financial Group Experience April 2015 - Present
Job Mortgage Servicing Consultant at Roundpoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group April 2015 - Present
Skills
Customer Service, Microsoft Office
Education
Johnson C. Smith University - JCSU 2008 — 2012
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
RoundPoint Financial Group April 2015 - Present
Skills
Customer Service, Microsoft Office
Education
Johnson C. Smith University - JCSU 2008 — 2012
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
Elizabeth Bauer's RoundPoint Financial Group Experience November 2014 - August 2015
Job
Industry Banking
Experience
RoundPoint Financial Group November 2014 - August 2015
Wilshire Credit Corporation October 2009 - January 2010
Heartland Payment Systems January 2008 - August 2009
United Gauranty Corporation March 2006 - January 2008
Added Value Mortagge 2005 - 2006
Woodfield Planning 2004 - 2005
Smart Mortgage Access August 2002 - July 2004
Skills
Loan Origination, Management, Coaching, Insurance, Software Documentation, Microsoft Office, Strategic Planning, Sales Management, Training, Mortgage Lending, Credit, Loans, File Management, Foreclosures, Program Management, Credit Cards, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, FHA, Finance, Customer Satisfaction
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Accounting, 3.7
College of DuPage 2007 — 2009
Associates of Arts, Pre-Law, 3.9
RoundPoint Financial Group November 2014 - August 2015
Wilshire Credit Corporation October 2009 - January 2010
Heartland Payment Systems January 2008 - August 2009
United Gauranty Corporation March 2006 - January 2008
Added Value Mortagge 2005 - 2006
Woodfield Planning 2004 - 2005
Smart Mortgage Access August 2002 - July 2004
Skills
Loan Origination, Management, Coaching, Insurance, Software Documentation, Microsoft Office, Strategic Planning, Sales Management, Training, Mortgage Lending, Credit, Loans, File Management, Foreclosures, Program Management, Credit Cards, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, FHA, Finance, Customer Satisfaction
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Accounting, 3.7
College of DuPage 2007 — 2009
Associates of Arts, Pre-Law, 3.9
Cassandra Swartz, NC Licensed Attorney Cassandra Swartz, NC Licensed Attorney's RoundPoint Financial Group Experience January 2015 - September 2015
Job Compliance Counsel at RoundPoint Mortgage Servicing Corporation
Industry Law Practice
Experience
RoundPoint Financial Group January 2015 - September 2015
RoundPoint Financial Group March 2014 - January 2015
Charlotte School of Law July 2013 - February 2014
Sixth Circuit Public Defender's Office January 2013 - April 2013
Mecklenburg County Public Defender's Office May 2012 - August 2012
Brevard County Legal Aid June 2011 - August 2011
Skills
Westlaw, Microsoft Office, Microsoft Word, Legal Research, Legal Writing, Research, Microsoft Excel, Public Speaking, Lexis, Customer Service, Social Media, Legal Issues, Litigation, Civil Litigation, PowerPoint, Trials, Legal Documents, Outlook, Criminal Law, LexisNexis
Education
Charlotte School of Law 2010 — 2013
Juris Doctor, Law
Niagara University 2005 — 2010
Master's degree, Criminology
RoundPoint Financial Group January 2015 - September 2015
RoundPoint Financial Group March 2014 - January 2015
Charlotte School of Law July 2013 - February 2014
Sixth Circuit Public Defender's Office January 2013 - April 2013
Mecklenburg County Public Defender's Office May 2012 - August 2012
Brevard County Legal Aid June 2011 - August 2011
Skills
Westlaw, Microsoft Office, Microsoft Word, Legal Research, Legal Writing, Research, Microsoft Excel, Public Speaking, Lexis, Customer Service, Social Media, Legal Issues, Litigation, Civil Litigation, PowerPoint, Trials, Legal Documents, Outlook, Criminal Law, LexisNexis
Education
Charlotte School of Law 2010 — 2013
Juris Doctor, Law
Niagara University 2005 — 2010
Master's degree, Criminology
Brad Salin Brad Salin's RoundPoint Financial Group Experience December 2011 - May 2013
Job Production Manager at Sebonic Financial NMLS #130853
Industry Financial Services
Experience
Sebonic Financial May 2013 - Present
RoundPoint Financial Group December 2011 - May 2013
Wyndham Capital Mortgage April 2010 - December 2011
GMAC ResCap August 2008 - March 2010
EquiFirst Corporation March 2006 - August 2008
Liberty Mutual Insurance January 2001 - January 2006
Skills
Strategic Partnerships, Sales Operations, Mortgage Lending, Loans, Forecasting, B2B, FHA, Management, Mortgage Banking, Sales, Negotiation, Finance, Start-ups, Refinance, Credit, Loan Origination
Education
East Carolina University 1994 — 2001
Master of Science in Applied Economics, Economics & Marketing
Millbrook High School 1993 — 1994
Trinity High School 1991 — 1993
East Carolina University
Master's of Science, Applied Economic Theory
East Carolina University
BS, Economics
Sebonic Financial May 2013 - Present
RoundPoint Financial Group December 2011 - May 2013
Wyndham Capital Mortgage April 2010 - December 2011
GMAC ResCap August 2008 - March 2010
EquiFirst Corporation March 2006 - August 2008
Liberty Mutual Insurance January 2001 - January 2006
Skills
Strategic Partnerships, Sales Operations, Mortgage Lending, Loans, Forecasting, B2B, FHA, Management, Mortgage Banking, Sales, Negotiation, Finance, Start-ups, Refinance, Credit, Loan Origination
Education
East Carolina University 1994 — 2001
Master of Science in Applied Economics, Economics & Marketing
Millbrook High School 1993 — 1994
Trinity High School 1991 — 1993
East Carolina University
Master's of Science, Applied Economic Theory
East Carolina University
BS, Economics
Aaron Offenberger Aaron Offenberger's RoundPoint Financial Group Experience July 2015 - Present
Job Business Operations Specialist at Roundpoint Financial Group
Industry Real Estate
Experience
RoundPoint Financial Group July 2015 - Present
Food Lion May 2013 - June 2015
Food Lion October 2006 - May 2013
Appalachian State University May 2012 - August 2012
Skills
Inventory Management, Customer Service, Microsoft Excel, Retail, Loss Prevention, Human Resources, Merchandising, Cashiering, Inventory Control, Social Networking, Sales Management, Microsoft Office, Time Management, PowerPoint, Leadership, Store Operations, Training, Strategy, Pricing, QuickBooks, Microsoft Word, Mobile Devices, Mobile Technology, Windows, At Multitasking
Education
Appalachian State University 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Appalachian State University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
RoundPoint Financial Group July 2015 - Present
Food Lion May 2013 - June 2015
Food Lion October 2006 - May 2013
Appalachian State University May 2012 - August 2012
Skills
Inventory Management, Customer Service, Microsoft Excel, Retail, Loss Prevention, Human Resources, Merchandising, Cashiering, Inventory Control, Social Networking, Sales Management, Microsoft Office, Time Management, PowerPoint, Leadership, Store Operations, Training, Strategy, Pricing, QuickBooks, Microsoft Word, Mobile Devices, Mobile Technology, Windows, At Multitasking
Education
Appalachian State University 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Appalachian State University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rich Gandarillas's RoundPoint Financial Group Experience March 2013 - February 2015
Job GSE FHLMC Investor Reporting Consultant
Industry Financial Services
Experience
Investor Reporting 1992 - Present
RoundPoint Financial Group March 2013 - February 2015
Flagstar Bank November 2011 - November 2012
American Home Mortgage April 2011 - August 2011
JPMorgan Chase September 2009 - March 2011
Saxon Mortgage March 2008 - November 2008
Washington Mutual Bank February 2007 - December 2007
Lehman Brothers- Aurora Loan Services August 2005 - August 2006
The Long Island Savings Bank November 1992 - September 1998
Extebank 1988 - 1992
Skills
Accounting, Loan Servicing, Banking, Financial Reporting, Loans, Microsoft Excel, Account Reconciliation, Investor Reporting, Cash Management, Analysis, Process Improvement, Access, FHLMC, Spreadsheets, Finance, Mortgage Banking, GAAP, Financial Statements, Bookkeeping, Forecasting, Mortgage Servicing, Mortgage Lending, Financial Analysis, Financial Accounting, General Ledger, Mergers & Acquisitions, Residential Mortgages, LPS, Financial Services, Sarbanes-Oxley, Balance, Accounts Payable, QuickBooks, Credit, Peachtree, Cash Flow, Loan Modifications, MBS, Securitization, Managerial Finance, Funding, Cash Flow Forecasting, Financial Audits, Executive Management, Loan Documents, Real Estate Financing, Treasury Management, Agency MBS, Interviews
Education
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Investor Reporting 1992 - Present
RoundPoint Financial Group March 2013 - February 2015
Flagstar Bank November 2011 - November 2012
American Home Mortgage April 2011 - August 2011
JPMorgan Chase September 2009 - March 2011
Saxon Mortgage March 2008 - November 2008
Washington Mutual Bank February 2007 - December 2007
Lehman Brothers- Aurora Loan Services August 2005 - August 2006
The Long Island Savings Bank November 1992 - September 1998
Extebank 1988 - 1992
Skills
Accounting, Loan Servicing, Banking, Financial Reporting, Loans, Microsoft Excel, Account Reconciliation, Investor Reporting, Cash Management, Analysis, Process Improvement, Access, FHLMC, Spreadsheets, Finance, Mortgage Banking, GAAP, Financial Statements, Bookkeeping, Forecasting, Mortgage Servicing, Mortgage Lending, Financial Analysis, Financial Accounting, General Ledger, Mergers & Acquisitions, Residential Mortgages, LPS, Financial Services, Sarbanes-Oxley, Balance, Accounts Payable, QuickBooks, Credit, Peachtree, Cash Flow, Loan Modifications, MBS, Securitization, Managerial Finance, Funding, Cash Flow Forecasting, Financial Audits, Executive Management, Loan Documents, Real Estate Financing, Treasury Management, Agency MBS, Interviews
Education
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Hunter Fede's RoundPoint Financial Group Experience June 2015 - Present
Job Default Quality Assurance Specialist at RoundPoint Financial Group
Industry Law Practice
Experience
RoundPoint Financial Group June 2015 - Present
RoundPoint Financial Group June 2015 - Present
Elon School of Law August 2011 - May 2014
Skills
MS Excel, MS..., Legal Research, Microsoft Office, Research, Westlaw, Legal Writing, Public Speaking, Microsoft Word, Leadership, Customer Service, Litigation, Microsoft Excel, LexisNexis, Management
Education
Elon University - Martha and Spencer Love School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.75
Elon School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law
Virginia Military Institute 2007 — 2011
Bachelor's Degree, Major: History Minor: Business
New College, Oxford 2009 — 2009
History, History
RoundPoint Financial Group June 2015 - Present
RoundPoint Financial Group June 2015 - Present
Elon School of Law August 2011 - May 2014
Skills
MS Excel, MS..., Legal Research, Microsoft Office, Research, Westlaw, Legal Writing, Public Speaking, Microsoft Word, Leadership, Customer Service, Litigation, Microsoft Excel, LexisNexis, Management
Education
Elon University - Martha and Spencer Love School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.75
Elon School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law
Virginia Military Institute 2007 — 2011
Bachelor's Degree, Major: History Minor: Business
New College, Oxford 2009 — 2009
History, History
David Pritt David Pritt's RoundPoint Financial Group Experience March 2015 - Present
Job Mortgage Servicing Associate
Industry Banking
Experience
RoundPoint Financial Group March 2015 - Present
EPITEC January 2015 - February 2015
EPITEC, INC. March 2014 - January 2015
APAC Customer Services August 2013 - December 2013
APAC Customer Services November 2012 - August 2013
Skills
Outsourcing, Call Centers, Performance Management, Workforce Management, BPO, Customer Experience, Business Process..., Contact Centers, Vendor Management, Recruiting, CRM, Employee Engagement, Customer Satisfaction, Customer Service, Screening, Leadership, Training, Management, Outlook, Screening Resumes, Microsoft Excel
Education
Winthrop University 2008 — 2011
Bachelor of Arts (BA), History
Erskine College
RoundPoint Financial Group March 2015 - Present
EPITEC January 2015 - February 2015
EPITEC, INC. March 2014 - January 2015
APAC Customer Services August 2013 - December 2013
APAC Customer Services November 2012 - August 2013
Skills
Outsourcing, Call Centers, Performance Management, Workforce Management, BPO, Customer Experience, Business Process..., Contact Centers, Vendor Management, Recruiting, CRM, Employee Engagement, Customer Satisfaction, Customer Service, Screening, Leadership, Training, Management, Outlook, Screening Resumes, Microsoft Excel
Education
Winthrop University 2008 — 2011
Bachelor of Arts (BA), History
Erskine College
James Carter Dawkins's RoundPoint Financial Group Experience June 2014 - September 2014
Job Mortgage Loan Processor at Cardinal Financial, LP
Industry Banking
Experience
Cardinal Financial, LP September 2014 - Present
RoundPoint Financial Group June 2014 - September 2014
RoundPoint Financial Group July 2013 - July 2014
Grace Academy March 2011 - May 2013
Charlotte-Mecklenburg Schools August 2008 - October 2010
Sharon Luggage and Gifts July 2008 - September 2008
YMCA of Greater Charlotte November 2004 - April 2008
YMCA of Greater High Point (Camp Cheerio) May 2007 - August 2007
Trio Restaurant March 2004 - October 2004
Skills
Customer Service, Mortgage Lending, FHA, VA Loans, Underwriting, Mortgage Refinancing, Title Insurance, Encompass360, Leadership, Public Speaking, Insurance, Curriculum Development, Teaching, Communications, Academic Research, Turabian Formating, American Sign Language, Time Management, Problem Solving, Team Building, Proficient Typing Skills, Data Entry, Microsoft Word, Microsoft Outlook, Microsoft Excel, Mortgage Insurance, USDA Loans, Microsoft Powerpoint, Pro Presenter 4 & 5..., Outlook, USDA, Bria 4-Office, Google Products, Fresh Desk Products, Five9 Call Center..., Business Process
Education
Gordon Conwell Theological Seminary 2011 — 2015
Master's Degree, Religion & Philosophy
Southern Evangelical Seminary 2008 — 2010
Bachelor's Degree, Religion and Philosophy
Central Piedmont Community College 2005 — 2008
Transfer- General Education Requirements, N/A
Cardinal Financial, LP September 2014 - Present
RoundPoint Financial Group June 2014 - September 2014
RoundPoint Financial Group July 2013 - July 2014
Grace Academy March 2011 - May 2013
Charlotte-Mecklenburg Schools August 2008 - October 2010
Sharon Luggage and Gifts July 2008 - September 2008
YMCA of Greater Charlotte November 2004 - April 2008
YMCA of Greater High Point (Camp Cheerio) May 2007 - August 2007
Trio Restaurant March 2004 - October 2004
Skills
Customer Service, Mortgage Lending, FHA, VA Loans, Underwriting, Mortgage Refinancing, Title Insurance, Encompass360, Leadership, Public Speaking, Insurance, Curriculum Development, Teaching, Communications, Academic Research, Turabian Formating, American Sign Language, Time Management, Problem Solving, Team Building, Proficient Typing Skills, Data Entry, Microsoft Word, Microsoft Outlook, Microsoft Excel, Mortgage Insurance, USDA Loans, Microsoft Powerpoint, Pro Presenter 4 & 5..., Outlook, USDA, Bria 4-Office, Google Products, Fresh Desk Products, Five9 Call Center..., Business Process
Education
Gordon Conwell Theological Seminary 2011 — 2015
Master's Degree, Religion & Philosophy
Southern Evangelical Seminary 2008 — 2010
Bachelor's Degree, Religion and Philosophy
Central Piedmont Community College 2005 — 2008
Transfer- General Education Requirements, N/A
J. Alex Santana's RoundPoint Financial Group Experience November 2012 - October 2014
Job VP Enterprise Capital Management
Industry Capital Markets
Experience
Bank of America November 2014 - Present
RoundPoint Financial Group November 2012 - October 2014
SunTrust September 2009 - July 2012
Morgan Stanley 2009 - 2009
Goldman Sachs January 2006 - May 2008
IC Mechanics May 2002 - December 2003
Skills
Modeling, Valuation, Prepayment, MBS, Capital Markets, ABS, Credit Risk, Securities, SAS, Strategy, Analysis, Structured Finance, Default, Data Analysis, Foreclosures, Series 7, Real Estate, Financial Modeling, Quantitative Finance, Finance, Mortgage Lending, Series 63, English, Spanish, Short Sales, Investment Properties, Residential, REO, SoC, ASIC, SQL, Unix, Mortgage Servicing, C#, Cg, Unity3D, Compass Point, Fixed Income, Cash Flow Analysis, DCF Valuation, DCF, Financial Analysis, Risk Management, VAR, Mortgage Banking
Education
Carnegie Mellon University 1998 — 2003
MS, Electrical and Electrical Engineering
Carnegie Mellon University 1998 — 2003
BS, Electrical and Computer Engineering
Bank of America November 2014 - Present
RoundPoint Financial Group November 2012 - October 2014
SunTrust September 2009 - July 2012
Morgan Stanley 2009 - 2009
Goldman Sachs January 2006 - May 2008
IC Mechanics May 2002 - December 2003
Skills
Modeling, Valuation, Prepayment, MBS, Capital Markets, ABS, Credit Risk, Securities, SAS, Strategy, Analysis, Structured Finance, Default, Data Analysis, Foreclosures, Series 7, Real Estate, Financial Modeling, Quantitative Finance, Finance, Mortgage Lending, Series 63, English, Spanish, Short Sales, Investment Properties, Residential, REO, SoC, ASIC, SQL, Unix, Mortgage Servicing, C#, Cg, Unity3D, Compass Point, Fixed Income, Cash Flow Analysis, DCF Valuation, DCF, Financial Analysis, Risk Management, VAR, Mortgage Banking
Education
Carnegie Mellon University 1998 — 2003
MS, Electrical and Electrical Engineering
Carnegie Mellon University 1998 — 2003
BS, Electrical and Computer Engineering
Brooklyn Johnson Brooklyn Johnson's RoundPoint Financial Group Experience February 2013 - April 2014
Job Funder II at Cardinal Financial, LP
Industry Environmental Services
Experience
Cardinal Financial, LP February 2015 - Present
Roundpoint Mortgage Servicing Corporation April 2014 - January 2015
RoundPoint Financial Group February 2013 - April 2014
Harvest Moon Grille October 2012 - February 2013
Piper Glen Animal Hospital July 2012 - February 2013
Appalachian State University March 2012 - May 2012
Appalachian State University January 2010 - June 2010
Skills
Organized Multi-tasker, Communication, Theatre, Biotechnology, Customer Service, GIS, Energy, Sustainability, Microsoft Office, ERDAS Imagine, Green Technology, Public Speaking, Loans, Community Outreach, Data Analysis, Time Management
Education
Appalachian State University 2009 — 2012
Bachelor of Science (B.S.), Sustainable Development; Environmental Studies
Cardinal Financial, LP February 2015 - Present
Roundpoint Mortgage Servicing Corporation April 2014 - January 2015
RoundPoint Financial Group February 2013 - April 2014
Harvest Moon Grille October 2012 - February 2013
Piper Glen Animal Hospital July 2012 - February 2013
Appalachian State University March 2012 - May 2012
Appalachian State University January 2010 - June 2010
Skills
Organized Multi-tasker, Communication, Theatre, Biotechnology, Customer Service, GIS, Energy, Sustainability, Microsoft Office, ERDAS Imagine, Green Technology, Public Speaking, Loans, Community Outreach, Data Analysis, Time Management
Education
Appalachian State University 2009 — 2012
Bachelor of Science (B.S.), Sustainable Development; Environmental Studies
David Hurst - CTP David Hurst - CTP's RoundPoint Financial Group Experience May 2012 - November 2012
Job Real Estate Investor
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2012 - October 2013
RoundPoint Financial Group May 2012 - November 2012
Credit Acceptance November 2011 - May 2012
JPMorgan Chase June 2010 - November 2011
Skills
Financial Analysis, Credit Risk, Credit Analysis, Budgeting, Budget Management, Budget Analysis, Corporate Finance
Education
Association for Financial Professionals
Certified Treasury Professional, CTP
Walsh College, Troy Michigan, 2011
Master of Business Administration (MBA), Finance; Corporate Finance
Eastern Michigan University
Bachelor of Science, Communications
Washtenaw CC
Certificate, Business Sales and Marketing
Wells Fargo Home Mortgage November 2012 - October 2013
RoundPoint Financial Group May 2012 - November 2012
Credit Acceptance November 2011 - May 2012
JPMorgan Chase June 2010 - November 2011
Skills
Financial Analysis, Credit Risk, Credit Analysis, Budgeting, Budget Management, Budget Analysis, Corporate Finance
Education
Association for Financial Professionals
Certified Treasury Professional, CTP
Walsh College, Troy Michigan, 2011
Master of Business Administration (MBA), Finance; Corporate Finance
Eastern Michigan University
Bachelor of Science, Communications
Washtenaw CC
Certificate, Business Sales and Marketing
Tamara Eastridge, CRPC ® AIF ® Tamara Eastridge, CRPC ® AIF ®'s RoundPoint Financial Group Experience 2012 - 2014
Job Financial Analyst/Investment Consultant
Industry Financial Services
Experience
Citi April 2009 - Present
RoundPoint Financial Group 2012 - 2014
RoundPoint Financial Group 2012 - 2014
NewDay Financial 2010 - 2012
Ameriprise Financial Services, Inc. August 2006 - April 2009
Tower Mortgage April 2000 - August 2006
Tower Mortgage and Finance April 2000 - August 2006
Skills
Investments, Asset Managment, Loans, First Time Home Buyers, Customer Service, Derivatives, Analytics, Employee Benefits, Compliance, Equities, Economics, Foreclosures, Leadership, Lead Generation, Leases, Market Analysis, Financial Modeling, Motivation, Motivated self-starter, Mutual Funds, Nonprofits, Outsourcing, Risk Assessment, Salesforce.com, Direct Sales, Supervisory Skills, Income Tax, Multi Tasking
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Radford University 1994 — 1999
BA, Psychology/ Finance
Thomas Dale 1990 — 1994
Diploma, General Studies
UMUC
BA, Finance
Radford University
Thomas Dale High
University of Maryland University College
Citi April 2009 - Present
RoundPoint Financial Group 2012 - 2014
RoundPoint Financial Group 2012 - 2014
NewDay Financial 2010 - 2012
Ameriprise Financial Services, Inc. August 2006 - April 2009
Tower Mortgage April 2000 - August 2006
Tower Mortgage and Finance April 2000 - August 2006
Skills
Investments, Asset Managment, Loans, First Time Home Buyers, Customer Service, Derivatives, Analytics, Employee Benefits, Compliance, Equities, Economics, Foreclosures, Leadership, Lead Generation, Leases, Market Analysis, Financial Modeling, Motivation, Motivated self-starter, Mutual Funds, Nonprofits, Outsourcing, Risk Assessment, Salesforce.com, Direct Sales, Supervisory Skills, Income Tax, Multi Tasking
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Radford University 1994 — 1999
BA, Psychology/ Finance
Thomas Dale 1990 — 1994
Diploma, General Studies
UMUC
BA, Finance
Radford University
Thomas Dale High
University of Maryland University College
Sheena (Grant) Kivette Sheena (Grant) Kivette's RoundPoint Financial Group Experience June 2013 - September 2014
Job Senior Recruiter at Mom Corps
Industry Staffing and Recruiting
Experience
Mom Corps October 2014 - Present
RoundPoint Financial Group June 2013 - September 2014
The Mergis Group, a Randstad Company May 2012 - June 2013
Cellular Sales, Verizon Wireless August 2009 - May 2012
ADP August 2006 - December 2008
Skills
Sales Management, Account Management, New Business Development, Business Development, Solution Selling, Sales, Direct Sales, Cold Calling, Contract Recruitment, Talent Acquisition, Talent Scouting, Recruiting, B2B, Management, Customer Satisfaction, Marketing, Leadership, Time Management, Interviews, Customer Service, Team Leadership, Sales Operations, Networking, CRM, Temporary Placement, Training, Applicant Tracking..., Customer Retention, Human Resources, Building Relationships, Staffing Services, Sales Process, Selling, Team Building, Finance, Analysis, Sourcing, Salesforce.com, Sales Presentations, Technical Recruiting, Hiring, Screening, Internet Recruiting, Employee Training, HRIS, College Recruiting, Temporary Staffing, Employee Relations, Employee Benefits, Onboarding
Education
University of North Carolina at Charlotte 2001 — 2006
Bachelor of Arts (B.A.), Sociology
Coastal Carolina University 2004 — 2005
Mom Corps October 2014 - Present
RoundPoint Financial Group June 2013 - September 2014
The Mergis Group, a Randstad Company May 2012 - June 2013
Cellular Sales, Verizon Wireless August 2009 - May 2012
ADP August 2006 - December 2008
Skills
Sales Management, Account Management, New Business Development, Business Development, Solution Selling, Sales, Direct Sales, Cold Calling, Contract Recruitment, Talent Acquisition, Talent Scouting, Recruiting, B2B, Management, Customer Satisfaction, Marketing, Leadership, Time Management, Interviews, Customer Service, Team Leadership, Sales Operations, Networking, CRM, Temporary Placement, Training, Applicant Tracking..., Customer Retention, Human Resources, Building Relationships, Staffing Services, Sales Process, Selling, Team Building, Finance, Analysis, Sourcing, Salesforce.com, Sales Presentations, Technical Recruiting, Hiring, Screening, Internet Recruiting, Employee Training, HRIS, College Recruiting, Temporary Staffing, Employee Relations, Employee Benefits, Onboarding
Education
University of North Carolina at Charlotte 2001 — 2006
Bachelor of Arts (B.A.), Sociology
Coastal Carolina University 2004 — 2005
Suzanne Szymoniak Suzanne Szymoniak's RoundPoint Financial Group Experience December 2014 - Present
Job Attorney with a complimentary mix of legal, compliance and operational experience in mortgage services.
Industry Financial Services
Experience
RoundPoint Financial Group December 2014 - Present
RoundPoint Financial Group December 2013 - December 2014
Bank of America October 2011 - December 2013
Law Office of Suzanne Szymoniak January 2010 - September 2011
P.C. Law Associates September 2009 - March 2011
Law Office of Stephen Otto February 2005 - August 2009
Service Link July 2003 - November 2004
Skills
Bankruptcy, Mortgage Lending, Litigation, Default, Legal Writing, Legal Research, Real Estate, Management, Litigation Support, Legal Assistance, Civil Litigation, Legal Issues, Project Management, Multi Tasking, Organization, Highly resourceful, Analytic Problem Solving, Title Clearing, Title Insurance, Quiet Title, Process Improvement, Strategic Planning, Operations Management, Operational Planning, Time Management, Mortgage Servicing, Document Review, Banking, Loans
Education
University of Pittsburgh School of Law 2006 — 2009
JD, Legal Studies
California University of Pennsylvania 2000 — 2003
BA, International Studies
Ambridge Area High School 1996 — 1999
Diploma, College Prep
RoundPoint Financial Group December 2014 - Present
RoundPoint Financial Group December 2013 - December 2014
Bank of America October 2011 - December 2013
Law Office of Suzanne Szymoniak January 2010 - September 2011
P.C. Law Associates September 2009 - March 2011
Law Office of Stephen Otto February 2005 - August 2009
Service Link July 2003 - November 2004
Skills
Bankruptcy, Mortgage Lending, Litigation, Default, Legal Writing, Legal Research, Real Estate, Management, Litigation Support, Legal Assistance, Civil Litigation, Legal Issues, Project Management, Multi Tasking, Organization, Highly resourceful, Analytic Problem Solving, Title Clearing, Title Insurance, Quiet Title, Process Improvement, Strategic Planning, Operations Management, Operational Planning, Time Management, Mortgage Servicing, Document Review, Banking, Loans
Education
University of Pittsburgh School of Law 2006 — 2009
JD, Legal Studies
California University of Pennsylvania 2000 — 2003
BA, International Studies
Ambridge Area High School 1996 — 1999
Diploma, College Prep
Vernovia Richardson Vernovia Richardson's RoundPoint Financial Group Experience December 2014 - Present
Job Escrow Specialist, Mortgage Servicing
Industry Financial Services
Experience
RoundPoint Financial Group December 2014 - Present
Assurant Specialty Property June 2011 - September 2014
Monster Worldwide December 2010 - June 2011
ADP Nederland B.V. March 2010 - December 2010
Skills
Microsoft Office, Management, Access, Analysis, Call Centers, Credit, Customer Satisfaction, Customer Service, Documentation, Insurance, Microsoft Excel, Time Management
Education
Webster University 2010 — 2012
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Francis Marion University 2005 — 2009
Bachelor of Business Administration (BBA), Business/Managerial Economics
RoundPoint Financial Group December 2014 - Present
Assurant Specialty Property June 2011 - September 2014
Monster Worldwide December 2010 - June 2011
ADP Nederland B.V. March 2010 - December 2010
Skills
Microsoft Office, Management, Access, Analysis, Call Centers, Credit, Customer Satisfaction, Customer Service, Documentation, Insurance, Microsoft Excel, Time Management
Education
Webster University 2010 — 2012
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Francis Marion University 2005 — 2009
Bachelor of Business Administration (BBA), Business/Managerial Economics
Michael Durand's RoundPoint Financial Group Experience May 2012 - August 2014
Job Loan Originator at Sebonic Financial
Industry Financial Services
Experience
Sebonic Financial August 2014 - Present
RoundPoint Financial Group May 2012 - August 2014
Bank of America September 2009 - May 2012
Wyndham Capital Mortgage February 2009 - September 2009
NexTag January 2008 - January 2009
LendingTree July 2000 - May 2007
American Equity Mortgage 1998 - 2000
Wells Fargo Financial 1990 - 1998
Skills
Business Development, Sales, Account Management, Mortgage Lending, Loans, Loan Origination, Credit, New Business Development, Financial Services, Mortgage Banking, Marketing, Strategic Partnerships, Cold Calling, Lead Generation, Refinance, Purchase Financing, Fixed Rate Mortgages, Residential Mortgages, Refinancings, VA loans, FHA financing, Self-Employed Borrowers, Purchase Money, Investment Property..., FHA, Finance, Credit Analysis, Relationship Management, USDA, Reverse Mortgages, Investment Properties, Mortgage Underwriting, Certified Mortgage..., Government Loans, Mortgage Servicing, Loss Mitigation, Underwriting, FHA Financing, VA Loans
Education
Bryant University 1986 — 1990
BSBA
Cheverus High School 1982 — 1986
Sebonic Financial August 2014 - Present
RoundPoint Financial Group May 2012 - August 2014
Bank of America September 2009 - May 2012
Wyndham Capital Mortgage February 2009 - September 2009
NexTag January 2008 - January 2009
LendingTree July 2000 - May 2007
American Equity Mortgage 1998 - 2000
Wells Fargo Financial 1990 - 1998
Skills
Business Development, Sales, Account Management, Mortgage Lending, Loans, Loan Origination, Credit, New Business Development, Financial Services, Mortgage Banking, Marketing, Strategic Partnerships, Cold Calling, Lead Generation, Refinance, Purchase Financing, Fixed Rate Mortgages, Residential Mortgages, Refinancings, VA loans, FHA financing, Self-Employed Borrowers, Purchase Money, Investment Property..., FHA, Finance, Credit Analysis, Relationship Management, USDA, Reverse Mortgages, Investment Properties, Mortgage Underwriting, Certified Mortgage..., Government Loans, Mortgage Servicing, Loss Mitigation, Underwriting, FHA Financing, VA Loans
Education
Bryant University 1986 — 1990
BSBA
Cheverus High School 1982 — 1986
Jack Masters Jack Masters's RoundPoint Financial Group Experience September 2013 - March 2014
Job Superintendent at Schindler Elevator Corporation (U.S.)
Industry Financial Services
Experience
Schindler Elevator Corporation (U.S.) August 2014 - Present
Severn Savings Bank March 2014 - August 2014
RoundPoint Financial Group September 2013 - March 2014
New Day Financial March 2013 - September 2013
Skills
Account Management, Business Development, Sales, Customer Service, Negotiation, Financial Analysis, Selling Skills, Credit, Finance, Leadership
Education
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.47 GPA
Coastal Carolina University 2008 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Schindler Elevator Corporation (U.S.) August 2014 - Present
Severn Savings Bank March 2014 - August 2014
RoundPoint Financial Group September 2013 - March 2014
New Day Financial March 2013 - September 2013
Skills
Account Management, Business Development, Sales, Customer Service, Negotiation, Financial Analysis, Selling Skills, Credit, Finance, Leadership
Education
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.47 GPA
Coastal Carolina University 2008 — 2010
Bachelor of Science (B.S.), Accounting and Finance
David B. Sackiel David B. Sackiel's RoundPoint Financial Group Experience 2013 - 2015
Job Sr OnSite Service Spec.MS Ops.US
Industry Information Technology and Services
Experience
Ricoh Americas Corporation December 2013 - Present
RoundPoint Financial Group 2013 - 2015
Carolinas HealthCare System September 2010 - October 2014
Ricoh Americas Corporation March 2013 - December 2013
Oce Printing Systems April 2007 - September 2012
The Legal Aid Society February 2005 - March 2007
The Legal Aid Society February 1993 - February 2005
Skills
Microsoft Office, Customer Service, Data Entry, Outlook, Research, Microsoft Excel, Documentation, Troubleshooting, Microsoft Word, Software Installation, Cerner, Excel, Word, Litigation, Administration, Problem Solving, Compliance, Healthcare, Writing, Scheduling, Teamwork, Great communication..., Public Speaking
Education
BMCC- Borough Of Manhattan Community College
Certification, Paralegal Studies
Blake Business School
Certification, Computer Science
ITT Technical Institute-Charlotte North
AAS, Computer and Information Sciences and Support Services
Norfolk State University
Computer and Information Sciences and Support Services, 3.5
Ricoh Americas Corporation December 2013 - Present
RoundPoint Financial Group 2013 - 2015
Carolinas HealthCare System September 2010 - October 2014
Ricoh Americas Corporation March 2013 - December 2013
Oce Printing Systems April 2007 - September 2012
The Legal Aid Society February 2005 - March 2007
The Legal Aid Society February 1993 - February 2005
Skills
Microsoft Office, Customer Service, Data Entry, Outlook, Research, Microsoft Excel, Documentation, Troubleshooting, Microsoft Word, Software Installation, Cerner, Excel, Word, Litigation, Administration, Problem Solving, Compliance, Healthcare, Writing, Scheduling, Teamwork, Great communication..., Public Speaking
Education
BMCC- Borough Of Manhattan Community College
Certification, Paralegal Studies
Blake Business School
Certification, Computer Science
ITT Technical Institute-Charlotte North
AAS, Computer and Information Sciences and Support Services
Norfolk State University
Computer and Information Sciences and Support Services, 3.5
Vicki Kuss's RoundPoint Financial Group Experience April 2008 - March 2011
Job Mortgage Professional
Industry Banking
Experience
DRS Processing February 2013 - Present
Bank of America June 2011 - February 2013
RoundPoint Financial Group April 2008 - March 2011
Old Canal Financial November 2004 - May 2007
Skills
New Business Development, Business Planning, Customer Service, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Loans, Microsoft Excel, PowerPoint, English, Windows, Research, Banking, Financial Services, Teaching, Photoshop, Loan Processing,, VA Loans, Construction Loans, FHA Financing, Loss Prevention, Loss Mitigation, Team Building, Analysis, Financial Analysis, Accounting, Credit
Education
Central Piedmont Community College
Associate's Business, Banking and Financial Support Services
DRS Processing February 2013 - Present
Bank of America June 2011 - February 2013
RoundPoint Financial Group April 2008 - March 2011
Old Canal Financial November 2004 - May 2007
Skills
New Business Development, Business Planning, Customer Service, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Loans, Microsoft Excel, PowerPoint, English, Windows, Research, Banking, Financial Services, Teaching, Photoshop, Loan Processing,, VA Loans, Construction Loans, FHA Financing, Loss Prevention, Loss Mitigation, Team Building, Analysis, Financial Analysis, Accounting, Credit
Education
Central Piedmont Community College
Associate's Business, Banking and Financial Support Services
Brian Crumly's RoundPoint Financial Group Experience January 2012 - April 2012
Job SVP, Mortgage Loan Servicing at BBVA Compass
Industry Financial Services
Experience
BBVA Compass December 2013 - Present
RoundPoint Mortgage April 2012 - September 2013
RoundPoint Financial Group January 2012 - April 2012
RoundPoint Mortgage April 2008 - January 2012
Navigant Consulting October 2007 - April 2008
HomeBanc Mortgage Corporation March 2005 - September 2007
PricewaterhouseCoopers June 1999 - March 2005
BT Squared Technologies February 1998 - June 1999
XcelleNet February 1993 - February 1998
Computer Sciences Corporation May 1991 - February 1993
Skills
Vendor Management, Business Intelligence, Business Strategy, SDLC, Process Improvement, Business Analysis, Software Project..., Business Process..., Data Warehousing, Requirements Analysis, Agile Methodologies, Banking, Leadership, Risk Management, Disaster Recovery, Cloud Computing, Program Management, Enterprise Architecture, Analytics
Education
Georgia Tech 1986 — 1991
BS, Computer Science
BBVA Compass December 2013 - Present
RoundPoint Mortgage April 2012 - September 2013
RoundPoint Financial Group January 2012 - April 2012
RoundPoint Mortgage April 2008 - January 2012
Navigant Consulting October 2007 - April 2008
HomeBanc Mortgage Corporation March 2005 - September 2007
PricewaterhouseCoopers June 1999 - March 2005
BT Squared Technologies February 1998 - June 1999
XcelleNet February 1993 - February 1998
Computer Sciences Corporation May 1991 - February 1993
Skills
Vendor Management, Business Intelligence, Business Strategy, SDLC, Process Improvement, Business Analysis, Software Project..., Business Process..., Data Warehousing, Requirements Analysis, Agile Methodologies, Banking, Leadership, Risk Management, Disaster Recovery, Cloud Computing, Program Management, Enterprise Architecture, Analytics
Education
Georgia Tech 1986 — 1991
BS, Computer Science
Chris Picaro's RoundPoint Financial Group Experience December 2013 - April 2014
Job Account Executive at Worldpay
Industry Financial Services
Experience
Worldpay July 2014 - Present
ID LIFE-IDhealthyme March 2015 - Present
RoundPoint Financial Group December 2013 - April 2014
Nationstar Mortgage June 2013 - December 2013
JPMorgan Chase August 2011 - June 2013
Credit Answers July 2009 - August 2011
HSBC Mortgage Services June 2008 - March 2009
Enterprise Rent A car September 2004 - June 2008
Skills
Loans, Financial Analysis, Mortgage Banking, Mortgage Lending, Banking, Sales, Communication, Microsoft Excel, Microsoft SQL Server, Marketing, Finance, Negotiation, Business Analysis, Loan Origination, Analysis, Human Resources, Credit Analysis, Insurance, Coaching, Leadership, New Business Development, Data Analysis, Credit, Underwriting, FHA, Sales Management, Mortgage Servicing, Loss Mitigation, Refinance, Risk Management, Loan Servicing, Mortgage Underwriting, Executive Management
Education
Florida State University 1997 — 2001
B.S., Sportsmanagement
Worldpay July 2014 - Present
ID LIFE-IDhealthyme March 2015 - Present
RoundPoint Financial Group December 2013 - April 2014
Nationstar Mortgage June 2013 - December 2013
JPMorgan Chase August 2011 - June 2013
Credit Answers July 2009 - August 2011
HSBC Mortgage Services June 2008 - March 2009
Enterprise Rent A car September 2004 - June 2008
Skills
Loans, Financial Analysis, Mortgage Banking, Mortgage Lending, Banking, Sales, Communication, Microsoft Excel, Microsoft SQL Server, Marketing, Finance, Negotiation, Business Analysis, Loan Origination, Analysis, Human Resources, Credit Analysis, Insurance, Coaching, Leadership, New Business Development, Data Analysis, Credit, Underwriting, FHA, Sales Management, Mortgage Servicing, Loss Mitigation, Refinance, Risk Management, Loan Servicing, Mortgage Underwriting, Executive Management
Education
Florida State University 1997 — 2001
B.S., Sportsmanagement
Melody Wright's RoundPoint Financial Group Experience June 2013 - Present
Job AVP, Document Administration at Nationstar Mortgage
Industry Financial Services
Experience
RoundPoint Financial Group June 2013 - Present
Ocwen Loan Servicing, LLC (f/k/a as GMAC ResCap) May 2012 - Present
Nationstar Mortgage February 2015 - Present
RoundPoint Mortgage Servicing Corporation November 2014 - January 2015
Ocwen Financial Solutions February 2013 - June 2013
GMAC ResCap September 2006 - June 2013
GMAC ResCap August 2011 - May 2012
GMAC ResCap September 2006 - August 2011
Skills
Process Improvement, Mortgage Lending, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Operations Management, Strategic Planning, Strategy, Project Management, Mortgage Servicing, Communication, Banking, Loans, Loan Servicing, Executive Management, Mortgage Banking, Portfolio Management, Financial Services, Management, Credit
Education
New York University 1996 — 1999
MA, Literature of Post-Colonial Nations, emphasis on economics and politics
Capella University 2007 — 2011
MBA, Business, Project Management
University of Minnesota-Twin Cities 1999 — 2001
Doctoral/ English
University of Alabama 1991 — 1995
BA, English/Russian
RoundPoint Financial Group June 2013 - Present
Ocwen Loan Servicing, LLC (f/k/a as GMAC ResCap) May 2012 - Present
Nationstar Mortgage February 2015 - Present
RoundPoint Mortgage Servicing Corporation November 2014 - January 2015
Ocwen Financial Solutions February 2013 - June 2013
GMAC ResCap September 2006 - June 2013
GMAC ResCap August 2011 - May 2012
GMAC ResCap September 2006 - August 2011
Skills
Process Improvement, Mortgage Lending, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Operations Management, Strategic Planning, Strategy, Project Management, Mortgage Servicing, Communication, Banking, Loans, Loan Servicing, Executive Management, Mortgage Banking, Portfolio Management, Financial Services, Management, Credit
Education
New York University 1996 — 1999
MA, Literature of Post-Colonial Nations, emphasis on economics and politics
Capella University 2007 — 2011
MBA, Business, Project Management
University of Minnesota-Twin Cities 1999 — 2001
Doctoral/ English
University of Alabama 1991 — 1995
BA, English/Russian
Larry Maitlin's RoundPoint Financial Group Experience January 2008 - September 2008
Job National Sales Manager Correspondent and Warehouse Lending
Industry Banking
Experience
Banc of California July 2013 - Present
The Impac Companies October 2011 - July 2013
First Guaranty Mortgage Corp October 2008 - June 2011
RoundPoint Financial Group January 2008 - September 2008
Credit-Based Asset Servicing and Securtization LLC January 1999 - November 2007
Lehman Brothers, Inc. November 1996 - January 1999
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, USDA, Banking, Finance, Real Estate, Funding, Management, Credit
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
BS, Finance and Marketing
Livingston (NJ) High School 1982 — 1984
Banc of California July 2013 - Present
The Impac Companies October 2011 - July 2013
First Guaranty Mortgage Corp October 2008 - June 2011
RoundPoint Financial Group January 2008 - September 2008
Credit-Based Asset Servicing and Securtization LLC January 1999 - November 2007
Lehman Brothers, Inc. November 1996 - January 1999
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, USDA, Banking, Finance, Real Estate, Funding, Management, Credit
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
BS, Finance and Marketing
Livingston (NJ) High School 1982 — 1984
Charles Choate's RoundPoint Financial Group Experience April 2013 - September 2014
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
RoundPoint Financial Group April 2013 - September 2014
Bank of America August 2012 - April 2013
Bank of America February 2008 - July 2012
Decision One Mortgage, Member HSBC Group August 2005 - December 2007
LendingTree, LLC April 2004 - August 2005
Skills
Business Analysis, SAS, Analytics, Mortgage Lending, VBA, SQL, Data Mining, SDLC, Teradata, JMP, Essbase, MS Excel Pivot Tables, PowerPivot, Optimal Blue, Pricing Strategy, Analysis, Banking
Education
Clemson University 1996 — 2000
Wells Fargo September 2014 - Present
RoundPoint Financial Group April 2013 - September 2014
Bank of America August 2012 - April 2013
Bank of America February 2008 - July 2012
Decision One Mortgage, Member HSBC Group August 2005 - December 2007
LendingTree, LLC April 2004 - August 2005
Skills
Business Analysis, SAS, Analytics, Mortgage Lending, VBA, SQL, Data Mining, SDLC, Teradata, JMP, Essbase, MS Excel Pivot Tables, PowerPivot, Optimal Blue, Pricing Strategy, Analysis, Banking
Education
Clemson University 1996 — 2000
Jeff Thibault's RoundPoint Financial Group Experience September 2010 - February 2013
Job Bayview
Industry Capital Markets
Experience
Bayview Asset Management, LLC March 2015 - Present
MIAC - Mortgage Industry Advisory Corporation July 2014 - March 2015
Bayview Financial May 2013 - July 2014
RoundPoint Financial Group September 2010 - February 2013
Fannie Mae March 2010 - September 2010
Freddie Mac April 2009 - March 2010
JPMorgan Chase January 2008 - December 2008
ABN AMRO Mortgage Capital Markets April 2004 - November 2007
Skills
Secondary Market, Capital Markets, Transaction Management, Contract Negotiation, Securitization, MBS, CMBS, Structured Finance, Trading, Risk Management, Bonds, Credit Analysis, Portfolio Management, Mortgage Lending, Loans
Education
St. John Fisher College 1997 — 2001
Economics, Economics, Finance, Business Admin
American University - Kogod School of Business
Bayview Asset Management, LLC March 2015 - Present
MIAC - Mortgage Industry Advisory Corporation July 2014 - March 2015
Bayview Financial May 2013 - July 2014
RoundPoint Financial Group September 2010 - February 2013
Fannie Mae March 2010 - September 2010
Freddie Mac April 2009 - March 2010
JPMorgan Chase January 2008 - December 2008
ABN AMRO Mortgage Capital Markets April 2004 - November 2007
Skills
Secondary Market, Capital Markets, Transaction Management, Contract Negotiation, Securitization, MBS, CMBS, Structured Finance, Trading, Risk Management, Bonds, Credit Analysis, Portfolio Management, Mortgage Lending, Loans
Education
St. John Fisher College 1997 — 2001
Economics, Economics, Finance, Business Admin
American University - Kogod School of Business
JoAnn Birlet, CPA, MBA, CMA's RoundPoint Financial Group Experience January 2012 - December 2013
Job Manager of Accounting
Industry Financial Services
Experience
Accrue Partners (Contractor at Xylem Water Solutions) April 2015 - Present
Polymer Group Inc May 2014 - March 2015
RoundPoint Financial Group January 2012 - December 2013
RoundPoint Mortgage August 2010 - January 2012
HSBC March 2007 - April 2008
HSBC Mortgage Services October 2005 - March 2007
Fortune Brands May 2004 - April 2005
ACCO Brands June 2003 - April 2004
ACCO Brands December 2001 - May 2003
ACCO Brands July 2000 - November 2001
Skills
Accounting, Audit, SOX, Process Engineering, Executive Management, Auditing, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Concentration in Accounting
Midland Lutheran College 1979 — 1983
BA in Business Administration, Accounting Focus
Accrue Partners (Contractor at Xylem Water Solutions) April 2015 - Present
Polymer Group Inc May 2014 - March 2015
RoundPoint Financial Group January 2012 - December 2013
RoundPoint Mortgage August 2010 - January 2012
HSBC March 2007 - April 2008
HSBC Mortgage Services October 2005 - March 2007
Fortune Brands May 2004 - April 2005
ACCO Brands June 2003 - April 2004
ACCO Brands December 2001 - May 2003
ACCO Brands July 2000 - November 2001
Skills
Accounting, Audit, SOX, Process Engineering, Executive Management, Auditing, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Concentration in Accounting
Midland Lutheran College 1979 — 1983
BA in Business Administration, Accounting Focus
Heather Bush's RoundPoint Financial Group Experience January 2015 - Present
Job Training Program Administrator at RoundPoint Financial Group
Industry Human Resources
Experience
RoundPoint Financial Group January 2015 - Present
Carolina Handling March 2013 - January 2015
BDO USA, LLP September 2012 - December 2012
BDO USA, LLP October 2011 - August 2012
Apex Systems October 2010 - October 2011
Apex Systems August 2009 - October 2010
Marion Community Credit Union May 2006 - January 2009
Erwin-Penland June 2008 - July 2008
Skills
PeopleSoft, Microsoft Excel, Accounting, Applicant Tracking..., Recruiting, Process Improvement, Human Resources, Photoshop, Management, Change Management, Strategic Planning, Interviews, Project Management, Sourcing, Temporary Placement, Employee Benefits, Onboarding, New Hire Orientations, Marketing, Contract Negotiation, Software Documentation, Employee Relations, Leadership, Training, General Awesomeness, Customer Service, Team Building, Microsoft Office
Education
Gardner-Webb University 2005 — 2009
Bachelor's Degree, Business Marketing
RoundPoint Financial Group January 2015 - Present
Carolina Handling March 2013 - January 2015
BDO USA, LLP September 2012 - December 2012
BDO USA, LLP October 2011 - August 2012
Apex Systems October 2010 - October 2011
Apex Systems August 2009 - October 2010
Marion Community Credit Union May 2006 - January 2009
Erwin-Penland June 2008 - July 2008
Skills
PeopleSoft, Microsoft Excel, Accounting, Applicant Tracking..., Recruiting, Process Improvement, Human Resources, Photoshop, Management, Change Management, Strategic Planning, Interviews, Project Management, Sourcing, Temporary Placement, Employee Benefits, Onboarding, New Hire Orientations, Marketing, Contract Negotiation, Software Documentation, Employee Relations, Leadership, Training, General Awesomeness, Customer Service, Team Building, Microsoft Office
Education
Gardner-Webb University 2005 — 2009
Bachelor's Degree, Business Marketing
Janice Lawrence's RoundPoint Financial Group Experience January 2009 - April 2009
Job Controller at The Industrial Electric Company of Charlotte
Industry Accounting
Experience
The Industrial Electric Company of Charlotte September 2014 - Present
LiftOne LLC March 2013 - January 2014
AJAX Rolled Ring & Machine September 2009 - January 2013
RoundPoint Financial Group January 2009 - April 2009
HSBC Mortgage Services 2005 - 2008
Outokumpu Stainless 1996 - 2005
Piedmont Natural Gas 1991 - 1996
Deloitte & Touche 1988 - 1991
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Forecasting, Auditing, Internal Controls, Microsoft Excel, Account Reconciliation, Corporate Finance, Managerial Finance, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Cash Management, US GAAP, Payroll, Analysis, Variance Analysis, Fixed Assets, PeopleSoft, Financial Statements
Education
Grove City College 1982 — 1986
BA, Accounting & Religion
The Industrial Electric Company of Charlotte September 2014 - Present
LiftOne LLC March 2013 - January 2014
AJAX Rolled Ring & Machine September 2009 - January 2013
RoundPoint Financial Group January 2009 - April 2009
HSBC Mortgage Services 2005 - 2008
Outokumpu Stainless 1996 - 2005
Piedmont Natural Gas 1991 - 1996
Deloitte & Touche 1988 - 1991
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Forecasting, Auditing, Internal Controls, Microsoft Excel, Account Reconciliation, Corporate Finance, Managerial Finance, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Cash Management, US GAAP, Payroll, Analysis, Variance Analysis, Fixed Assets, PeopleSoft, Financial Statements
Education
Grove City College 1982 — 1986
BA, Accounting & Religion
R. Grant Land's RoundPoint Financial Group Experience March 2015 - Present
Job Vice President of Accounting at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group March 2015 - Present
RoundPoint Financial Group January 2014 - February 2015
RoundPoint Financial Group May 2012 - December 2013
RoundPoint Mortgage Financial Group May 2011 - May 2012
RoundPoint Mortgage Financial Group November 2010 - May 2011
Sport Science June 2009 - November 2010
Eastern Industrial Supplies, Inc. July 2005 - May 2007
Hughes Supply October 2002 - July 2005
Skills
Finance, Customer Service, Sales, Leadership, Financial Analysis, Loans, Marketing, Accounting, Budgets, Microsoft Office, Business Strategy, Financial Reporting, Financial Modeling, Credit, Sales Management, Microsoft Excel
Education
Appalachian State University
Bachelor of Business Administration (B.B.A.), Finance and Banking
Appalachian State University
Bachelor of Business Administration (B.B.A.), Management
Gardner-Webb University
Master of Business Administration (M.B.A.)
RoundPoint Financial Group March 2015 - Present
RoundPoint Financial Group January 2014 - February 2015
RoundPoint Financial Group May 2012 - December 2013
RoundPoint Mortgage Financial Group May 2011 - May 2012
RoundPoint Mortgage Financial Group November 2010 - May 2011
Sport Science June 2009 - November 2010
Eastern Industrial Supplies, Inc. July 2005 - May 2007
Hughes Supply October 2002 - July 2005
Skills
Finance, Customer Service, Sales, Leadership, Financial Analysis, Loans, Marketing, Accounting, Budgets, Microsoft Office, Business Strategy, Financial Reporting, Financial Modeling, Credit, Sales Management, Microsoft Excel
Education
Appalachian State University
Bachelor of Business Administration (B.B.A.), Finance and Banking
Appalachian State University
Bachelor of Business Administration (B.B.A.), Management
Gardner-Webb University
Master of Business Administration (M.B.A.)
Beji Varghese's RoundPoint Financial Group Experience October 2007 - August 2010
Job Managing Director at Navigant Consulting focused on Compliance and Risk Management
Industry Banking
Experience
Navigant Consulting Limited October 2012 - Present
Navigant Capital Advisors November 2010 - October 2012
Roundpoint Financial Group October 2007 - August 2010
Navigant Consulting September 2006 - October 2007
PricewaterhouseCoopers 1999 - 2006
KPMG March 1997 - November 2000
Holiday Inn Worldwide 1991 - 1998
Skills
Risk Management, Mortgage Banking, Business Intelligence, Data Warehousing, Loans, Mortgage, Due Diligence, Mortgage Lending, Mortgage Servicing, Financial Modeling, Business Development, Capital Markets, Leadership, CRM, Banking, Process Improvement, Fixed Income, Business Strategy, Negotiation, Strategic Planning, Valuation, Management, Operations Management, New Business Development, Financial Services, Executive Management, Mergers & Acquisitions, Financial Analysis, Finance, Portfolio Management, Management Consulting, Financial Risk, Strategy, Business Process..., Corporate Finance, Credit, Business Analysis, Forecasting
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Business
Rochester Institute of Technology 1989 — 1991
BSC, Hotel & Resort management
Rochester Institute of Technology 1988 — 1990
BSC, Hotel & Resort Management
Navigant Consulting Limited October 2012 - Present
Navigant Capital Advisors November 2010 - October 2012
Roundpoint Financial Group October 2007 - August 2010
Navigant Consulting September 2006 - October 2007
PricewaterhouseCoopers 1999 - 2006
KPMG March 1997 - November 2000
Holiday Inn Worldwide 1991 - 1998
Skills
Risk Management, Mortgage Banking, Business Intelligence, Data Warehousing, Loans, Mortgage, Due Diligence, Mortgage Lending, Mortgage Servicing, Financial Modeling, Business Development, Capital Markets, Leadership, CRM, Banking, Process Improvement, Fixed Income, Business Strategy, Negotiation, Strategic Planning, Valuation, Management, Operations Management, New Business Development, Financial Services, Executive Management, Mergers & Acquisitions, Financial Analysis, Finance, Portfolio Management, Management Consulting, Financial Risk, Strategy, Business Process..., Corporate Finance, Credit, Business Analysis, Forecasting
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Business
Rochester Institute of Technology 1989 — 1991
BSC, Hotel & Resort management
Rochester Institute of Technology 1988 — 1990
BSC, Hotel & Resort Management
Cynthia Chandler's RoundPoint Financial Group Experience August 2010 - June 2012
Job at
Industry Financial Services
Experience
YMCA of Greater Charlotte June 2015 - Present
Universal Business Listing February 2014 - June 2015
ACS June 2012 - October 2013
RoundPoint Financial Group August 2010 - June 2012
LendingTree November 2000 - August 2010
Skills
Training, Process Improvement, Visio, Call Center, Mortgage Banking, SDLC, Management, Customer Experience, Leadership, Mortgage Servicing, Sales, Banking, Quality Assurance, Customer Satisfaction, Coaching, Loans, Credit, Mortgage Lending, Customer Service, Risk Management, Relationship Management, Quality Control, Loss Mitigation, Auditing, Call Centers, Business Analysis, Business Process..., Finance, Financial Services, Loan Servicing, Team Building, Strategic Planning, Loan Origination, Vendor Management, CRM, Project Management
Education
Kent State University 1985 — 1989
YMCA of Greater Charlotte June 2015 - Present
Universal Business Listing February 2014 - June 2015
ACS June 2012 - October 2013
RoundPoint Financial Group August 2010 - June 2012
LendingTree November 2000 - August 2010
Skills
Training, Process Improvement, Visio, Call Center, Mortgage Banking, SDLC, Management, Customer Experience, Leadership, Mortgage Servicing, Sales, Banking, Quality Assurance, Customer Satisfaction, Coaching, Loans, Credit, Mortgage Lending, Customer Service, Risk Management, Relationship Management, Quality Control, Loss Mitigation, Auditing, Call Centers, Business Analysis, Business Process..., Finance, Financial Services, Loan Servicing, Team Building, Strategic Planning, Loan Origination, Vendor Management, CRM, Project Management
Education
Kent State University 1985 — 1989
Carson McNulty's RoundPoint Financial Group Experience September 2010 - July 2011
Job AVP, Subservicing Oversight Manager
Industry Financial Services
Experience
Bank of America December 2012 - Present
Bank of America July 2011 - December 2012
RoundPoint Financial Group September 2010 - July 2011
Wyndham Capital Mortgage April 2009 - September 2010
Decision One Mortgage 2004 - 2008
Skills
Banking, Mortgage Banking, Financial Analysis, Loss Mitigation, Mortgage Underwriting, Financial Modeling, Business Development, Credit Analysis, Portfolio Management, Mortgage Servicing, Residential Mortgages, Risk Management
Education
East Carolina University - College of Business 1998 — 2002
BSBA, Consumer Finance
East Carolina University
Bank of America December 2012 - Present
Bank of America July 2011 - December 2012
RoundPoint Financial Group September 2010 - July 2011
Wyndham Capital Mortgage April 2009 - September 2010
Decision One Mortgage 2004 - 2008
Skills
Banking, Mortgage Banking, Financial Analysis, Loss Mitigation, Mortgage Underwriting, Financial Modeling, Business Development, Credit Analysis, Portfolio Management, Mortgage Servicing, Residential Mortgages, Risk Management
Education
East Carolina University - College of Business 1998 — 2002
BSBA, Consumer Finance
East Carolina University
Joye Alston's RoundPoint Financial Group Experience December 2012 - September 2013
Job Sr. Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
TIAA-CREF December 2013 - June 2014
RoundPoint Financial Group December 2012 - September 2013
RoundPoint Mortgage Servicing October 2011 - December 2012
RoundPoint Mortgage Servicing December 2010 - September 2011
Keller Williams April 2006 - December 2010
TIAA-CREF October 2000 - April 2006
Sprint July 1998 - November 1999
Crawford & Company August 1997 - May 1998
Software AG December 1996 - July 1997
Skills
SQL, Agile Methodologies, SDLC, Requirements Analysis, Visio, SharePoint, Software Project..., Business Analysis, Quality Assurance, T-SQL, Databases, Data Modeling, ETL, Vendor Management, Requirements Gathering, Project Management, MS Project, PowerPoint, UML, MS Excel Pivot Tables, Microsoft Excel, Loss Mitigation, FHLMC, FNMA, FHA, Loan Servicing, HAMP
Education
Georgia State University 1984 — 1988
BBA, Computer Information Systems
University of Kentucky
Computer Science
Wells Fargo July 2014 - Present
TIAA-CREF December 2013 - June 2014
RoundPoint Financial Group December 2012 - September 2013
RoundPoint Mortgage Servicing October 2011 - December 2012
RoundPoint Mortgage Servicing December 2010 - September 2011
Keller Williams April 2006 - December 2010
TIAA-CREF October 2000 - April 2006
Sprint July 1998 - November 1999
Crawford & Company August 1997 - May 1998
Software AG December 1996 - July 1997
Skills
SQL, Agile Methodologies, SDLC, Requirements Analysis, Visio, SharePoint, Software Project..., Business Analysis, Quality Assurance, T-SQL, Databases, Data Modeling, ETL, Vendor Management, Requirements Gathering, Project Management, MS Project, PowerPoint, UML, MS Excel Pivot Tables, Microsoft Excel, Loss Mitigation, FHLMC, FNMA, FHA, Loan Servicing, HAMP
Education
Georgia State University 1984 — 1988
BBA, Computer Information Systems
University of Kentucky
Computer Science
Donald Sumpter's RoundPoint Financial Group Experience November 2008 - March 2011
Job Post Closer at B2R Finance
Industry Real Estate
Experience
B2R Finance July 2014 - Present
Accenture June 2011 - October 2013
RoundPoint Financial Group November 2008 - March 2011
LendingTree February 2007 - July 2008
Skills
Mortgage Lending, Loans, Credit Analysis, Risk Management, Mortgage Banking, Credit, Training, Finance, Leadership, Underwriting, FHA, Refinance, Banking, Financial Analysis, Public Speaking, Coaching
Education
Fayetteville State University 1989 — 1994
BS, Political Science
West Charlotte
B2R Finance July 2014 - Present
Accenture June 2011 - October 2013
RoundPoint Financial Group November 2008 - March 2011
LendingTree February 2007 - July 2008
Skills
Mortgage Lending, Loans, Credit Analysis, Risk Management, Mortgage Banking, Credit, Training, Finance, Leadership, Underwriting, FHA, Refinance, Banking, Financial Analysis, Public Speaking, Coaching
Education
Fayetteville State University 1989 — 1994
BS, Political Science
West Charlotte
Matthew Flanagan NMLS #181355's RoundPoint Financial Group Experience June 2012 - July 2014
Job Account Manager Commercial Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. July 2014 - Present
RoundPoint Financial Group June 2012 - July 2014
Bank of America May 2010 - June 2012
GMAC ResCap May 2009 - February 2010
WebVisible January 2009 - May 2009
Home Loan Investment Bank June 2003 - July 2008
Skills
VA, FHA, Loan Origination, Loans, Mortgage Lending, Underwriting, Residential Mortgages, Mortgage Banking, Refinance, Credit, VA loans, Real Estate, Commercial Lending, FHA financing, Credit Analysis, Commercial Mortgages, Sales, Sales Management, Selling, Loss Mitigation, Small Business Lending, USDA, Consumer Lending
Education
Bryant University 1999 — 2003
Bachelors, Finanace
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. July 2014 - Present
RoundPoint Financial Group June 2012 - July 2014
Bank of America May 2010 - June 2012
GMAC ResCap May 2009 - February 2010
WebVisible January 2009 - May 2009
Home Loan Investment Bank June 2003 - July 2008
Skills
VA, FHA, Loan Origination, Loans, Mortgage Lending, Underwriting, Residential Mortgages, Mortgage Banking, Refinance, Credit, VA loans, Real Estate, Commercial Lending, FHA financing, Credit Analysis, Commercial Mortgages, Sales, Sales Management, Selling, Loss Mitigation, Small Business Lending, USDA, Consumer Lending
Education
Bryant University 1999 — 2003
Bachelors, Finanace
Dan Wingfield's RoundPoint Financial Group Experience May 2013 - September 2014
Job Mortgage Advisor at Irongate Home Finance
Industry Financial Services
Experience
Irongate Home Finance, LLC September 2014 - Present
RoundPoint Financial Group May 2013 - September 2014
Movement Mortgage formally New American Mortgage September 2012 - May 2013
Wells Fargo August 2004 - September 2012
Wells Fargo Financial April 2002 - August 2004
Skills
Time Management, Marketing, Leadership, Direct Sales, Account Management, Credit, Sales Management, Event Planning, B2B, Loans, Social Media Marketing, Mortgage Lending, Banking, Relationship Management, Product Marketing, Product Management, First Time Home Buyers, Loss Mitigation, Management, Investment Properties
Education
Appalachian State University 1997 — 2001
Communications, Marketing, General Business
Appalachian State University 1997 — 2001
Bachelors of Science, Communications
Irongate Home Finance, LLC September 2014 - Present
RoundPoint Financial Group May 2013 - September 2014
Movement Mortgage formally New American Mortgage September 2012 - May 2013
Wells Fargo August 2004 - September 2012
Wells Fargo Financial April 2002 - August 2004
Skills
Time Management, Marketing, Leadership, Direct Sales, Account Management, Credit, Sales Management, Event Planning, B2B, Loans, Social Media Marketing, Mortgage Lending, Banking, Relationship Management, Product Marketing, Product Management, First Time Home Buyers, Loss Mitigation, Management, Investment Properties
Education
Appalachian State University 1997 — 2001
Communications, Marketing, General Business
Appalachian State University 1997 — 2001
Bachelors of Science, Communications
Connie Downs's RoundPoint Financial Group Experience October 2009 - July 2010
Job Operations/Controls/Compliance/Quality Manager
Industry Banking
Experience
BB&T October 2013 - Present
JP Morgan Chase 2010 - June 2013
RoundPoint Financial Group October 2009 - July 2010
Washington Mutual now part of JP Morgan Chase June 2008 - January 2009
Washington Mutual 2007 - 2008
Washington Mutual 2006 - 2007
Washington Mutual 2004 - 2006
Washington Mutual 2001 - 2004
PNC Mortgage Corp of America 1992 - 2001
Skills
Mortgage Lending, Mortgage Banking, Risk Management, Process Improvement, Mortgage Servicing, Cross-functional Team..., Project Management, Banking, Credit, Loans, Portfolio Management, Financial Services, Training, Software Documentation, Internal Audit, Executive Management, Finance, Loan Servicing, Strategic Planning, Management, Financial Risk, Loan Origination, Financial Modeling, Visio, Integration, Business Process, Capital Markets, Residential Mortgages, Operational Risk, Business Analysis, Analytics, Credit Analysis, Auditing, Sales, Operational Risk..., Leadership, Budgets, Call Centers, Strategy, Testing, Relationship Management, Financial Analysis, Underwriting, Mergers & Acquisitions, Internal Controls, Business Requirements, SDLC, Credit Risk, Vendor Management, Business Process...
Education
American Intercontinental University 2009 — 2010
Associates, Business Administration
Indiana University-Southeast
Real Estate
BB&T October 2013 - Present
JP Morgan Chase 2010 - June 2013
RoundPoint Financial Group October 2009 - July 2010
Washington Mutual now part of JP Morgan Chase June 2008 - January 2009
Washington Mutual 2007 - 2008
Washington Mutual 2006 - 2007
Washington Mutual 2004 - 2006
Washington Mutual 2001 - 2004
PNC Mortgage Corp of America 1992 - 2001
Skills
Mortgage Lending, Mortgage Banking, Risk Management, Process Improvement, Mortgage Servicing, Cross-functional Team..., Project Management, Banking, Credit, Loans, Portfolio Management, Financial Services, Training, Software Documentation, Internal Audit, Executive Management, Finance, Loan Servicing, Strategic Planning, Management, Financial Risk, Loan Origination, Financial Modeling, Visio, Integration, Business Process, Capital Markets, Residential Mortgages, Operational Risk, Business Analysis, Analytics, Credit Analysis, Auditing, Sales, Operational Risk..., Leadership, Budgets, Call Centers, Strategy, Testing, Relationship Management, Financial Analysis, Underwriting, Mergers & Acquisitions, Internal Controls, Business Requirements, SDLC, Credit Risk, Vendor Management, Business Process...
Education
American Intercontinental University 2009 — 2010
Associates, Business Administration
Indiana University-Southeast
Real Estate
Magda Duran-Vargas's RoundPoint Financial Group Experience June 2012 - February 2013
Job Underwriter at Quicken Loans
Industry Financial Services
Experience
Quicken Loans July 2015 - Present
Bank of America Home Loans February 2013 - July 2015
RoundPoint Financial Group June 2012 - February 2013
Bank of America Home Loans November 2009 - June 2012
Zenta June 2009 - November 2009
Wachovia March 2009 - June 2009
Wells Fargo Home Mortgage December 2008 - February 2009
Pulte Mortgage January 2006 - December 2008
Citicorp October 2002 - October 2005
Jack in the Box March 2002 - September 2002
Skills
Spanish, Mortgage Lending, Financial Services, Customer Satisfaction, Credit, Customer Service, Recruiting, Sales, Financial Analysis, Finance, Marketing, Training, FHA, Mortgage Underwriting, Loans, Loan Origination, Mortgage Banking, Credit Analysis, Underwriting, Management
Education
Central Piedmont Community College 2006 — 2006
Certification, Conventional Loan Process
Quicken Loans July 2015 - Present
Bank of America Home Loans February 2013 - July 2015
RoundPoint Financial Group June 2012 - February 2013
Bank of America Home Loans November 2009 - June 2012
Zenta June 2009 - November 2009
Wachovia March 2009 - June 2009
Wells Fargo Home Mortgage December 2008 - February 2009
Pulte Mortgage January 2006 - December 2008
Citicorp October 2002 - October 2005
Jack in the Box March 2002 - September 2002
Skills
Spanish, Mortgage Lending, Financial Services, Customer Satisfaction, Credit, Customer Service, Recruiting, Sales, Financial Analysis, Finance, Marketing, Training, FHA, Mortgage Underwriting, Loans, Loan Origination, Mortgage Banking, Credit Analysis, Underwriting, Management
Education
Central Piedmont Community College 2006 — 2006
Certification, Conventional Loan Process
Thomas Cline's RoundPoint Financial Group Experience September 2012 - September 2013
Job Partner at Blue Ridge NAPA Auto & Paint Supply Inc.
Industry Management Consulting
Experience
Blue Ridge NAPA Auto & Paint Supply Inc. October 2013 - Present
RoundPoint Financial Group September 2012 - September 2013
Bank of America October 2006 - August 2012
Financial Independence Group July 2004 - July 2005
Millenium Automotive Group (NAPA Auto Parts Subsidiary) March 1996 - July 2004
Skills
LICENSING / National..., NMLS License Number..., Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Refinance, Residential Mortgages, FHA, Credit Analysis, Banking, Underwriting, Finance, Credit Risk, Customer Service, Financial Analysis, Investment Properties, Management, Portfolio Management, Real Estate, Risk Management, Strategic Planning, Sales
Education
Appalachian State University 1998 — 2002
Bachelor of Science, Advertising / Marketing
Blue Ridge NAPA Auto & Paint Supply Inc. October 2013 - Present
RoundPoint Financial Group September 2012 - September 2013
Bank of America October 2006 - August 2012
Financial Independence Group July 2004 - July 2005
Millenium Automotive Group (NAPA Auto Parts Subsidiary) March 1996 - July 2004
Skills
LICENSING / National..., NMLS License Number..., Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Refinance, Residential Mortgages, FHA, Credit Analysis, Banking, Underwriting, Finance, Credit Risk, Customer Service, Financial Analysis, Investment Properties, Management, Portfolio Management, Real Estate, Risk Management, Strategic Planning, Sales
Education
Appalachian State University 1998 — 2002
Bachelor of Science, Advertising / Marketing
Risyad Bahasuan's RoundPoint Financial Group Experience February 2015 - Present
Job Senior Network Engineer at RoundPoint Financial Group
Industry Computer Networking
Experience
RoundPoint Financial Group February 2015 - Present
HRG May 2012 - Present
BT Global Services August 2007 - Present
BT 2006 - 2009
Skills
MPLS, OSPF, Routing, BGP, Cisco Technologies, Metro Ethernet, Telecommunications, Multicast, QoS, IP, Frame Relay, Computer Network..., Network Engineering, EIGRP, HSRP, LAN-WAN, Troubleshooting, WAN, SDH, Data Center, Network Design, Networking, Switches, F5 BigIP, Terminal Server, Cisco ASA, Cisco Security, Cisco VoIP, CCNA, CCNP, Juniper Technologies, VoIP, Avaya IP Telephony, Avaya Technologies, Inmon, Netflow, Splunk, Omnipeek, Solarwinds, Spanning Tree, Bomgar, BMC Remedy Ticketing..., VMware vSphere, VMware Workstation, Gigamon, Sourcefire, Cisco Firewall Security, Cisco IPS, TACACS+, Symantec Security
Education
Fairleigh Dickinson University 2006 — 2011
Bachelor, Business Adminstration w/ Intl Business Concentration
F5 Training
F5 Training
RoundPoint Financial Group February 2015 - Present
HRG May 2012 - Present
BT Global Services August 2007 - Present
BT 2006 - 2009
Skills
MPLS, OSPF, Routing, BGP, Cisco Technologies, Metro Ethernet, Telecommunications, Multicast, QoS, IP, Frame Relay, Computer Network..., Network Engineering, EIGRP, HSRP, LAN-WAN, Troubleshooting, WAN, SDH, Data Center, Network Design, Networking, Switches, F5 BigIP, Terminal Server, Cisco ASA, Cisco Security, Cisco VoIP, CCNA, CCNP, Juniper Technologies, VoIP, Avaya IP Telephony, Avaya Technologies, Inmon, Netflow, Splunk, Omnipeek, Solarwinds, Spanning Tree, Bomgar, BMC Remedy Ticketing..., VMware vSphere, VMware Workstation, Gigamon, Sourcefire, Cisco Firewall Security, Cisco IPS, TACACS+, Symantec Security
Education
Fairleigh Dickinson University 2006 — 2011
Bachelor, Business Adminstration w/ Intl Business Concentration
F5 Training
F5 Training
Scott Cleaver's RoundPoint Financial Group Experience June 2013 - May 2014
Job Loan Officer at Sebonic Financial, NMLS ID 66247
Industry Financial Services
Experience
Sebonic Financial, NMLS ID 66247 June 2015 - Present
Irongate Home Finance, LLC May 2014 - June 2015
RoundPoint Financial Group June 2013 - May 2014
Residential Finance April 2013 - May 2013
LSI MORTGAGE PLUS August 2012 - March 2013
Racing Electronics August 2005 - August 2012
Skills
Troubleshooting, Telecommunications, Customer Satisfaction, Customer Service, Sales, Cabling, Sales Management, Test Equipment, Technical Support, Soldering, Computer Hardware, Software Installation, Hardware, Laptops, Computer Repair, Printers, Wireless Networking, Electronics Repair, XP, Electronics, Mortgage Banking, Loan Origination, Refinance, Banking, Call Centers, FHA, Help Desk Support, Information Technology, Microsoft Technologies, Windows 7, Microsoft Office, Mortgage Lending, Residential Mortgages, Loans, Credit, Finance, Citrix, Operating Systems, VA Loans
Education
Macomb Community College 1999 — 2001
Computer Science
Roseville Highschool 1994 — 1997
Sebonic Financial, NMLS ID 66247 June 2015 - Present
Irongate Home Finance, LLC May 2014 - June 2015
RoundPoint Financial Group June 2013 - May 2014
Residential Finance April 2013 - May 2013
LSI MORTGAGE PLUS August 2012 - March 2013
Racing Electronics August 2005 - August 2012
Skills
Troubleshooting, Telecommunications, Customer Satisfaction, Customer Service, Sales, Cabling, Sales Management, Test Equipment, Technical Support, Soldering, Computer Hardware, Software Installation, Hardware, Laptops, Computer Repair, Printers, Wireless Networking, Electronics Repair, XP, Electronics, Mortgage Banking, Loan Origination, Refinance, Banking, Call Centers, FHA, Help Desk Support, Information Technology, Microsoft Technologies, Windows 7, Microsoft Office, Mortgage Lending, Residential Mortgages, Loans, Credit, Finance, Citrix, Operating Systems, VA Loans
Education
Macomb Community College 1999 — 2001
Computer Science
Roseville Highschool 1994 — 1997
Brian Dunaway's RoundPoint Financial Group Experience March 2015 - Present
Job Default Quality Assurance Specialist at RoundPoint Financial Group
Industry Law Practice
Experience
RoundPoint Financial Group March 2015 - Present
RoundPoint Financial Group October 2014 - March 2015
Presley Law, PLLC March 2013 - December 2013
Kennedy Law Associates September 2012 - April 2013
Rob Bryan for State House May 2012 - September 2012
Envision Discovery January 2010 - June 2011
Warrior Sports March 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Legal Writing, Public Speaking, Research, Legal Research, Westlaw, Leadership, Sales
Education
Charlotte School of Law 2011 — 2014
J.D.
North Carolina State University 2005 — 2009
Bachelor of Science
RoundPoint Financial Group March 2015 - Present
RoundPoint Financial Group October 2014 - March 2015
Presley Law, PLLC March 2013 - December 2013
Kennedy Law Associates September 2012 - April 2013
Rob Bryan for State House May 2012 - September 2012
Envision Discovery January 2010 - June 2011
Warrior Sports March 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Legal Writing, Public Speaking, Research, Legal Research, Westlaw, Leadership, Sales
Education
Charlotte School of Law 2011 — 2014
J.D.
North Carolina State University 2005 — 2009
Bachelor of Science
Allen John's RoundPoint Financial Group Experience 2010 - 2013
Job Wholesale Account Executive at HomePoint Financial
Industry Financial Services
Experience
Home Point Financial April 2015 - Present
Cardinal Financial, LP April 2013 - May 2015
RoundPoint Financial Group 2010 - 2013
GMAC ResCap August 2008 - March 2010
Equifirst Corporation 2002 - 2008
Skills
Mortgage Banking, Mortgage Lending, Finance, Sales, Financial Analysis, Leadership, USDA, Team Building, Sales Management, Loss Mitigation, Residential Mortgages, Banking, Investment Properties, FHA, Refinance, Customer Retention, Loan Origination, Loans, Credit, Government Loans, FHA financing
Education
Appalachian State University 2003 — 2007
BS Psychology
Home Point Financial April 2015 - Present
Cardinal Financial, LP April 2013 - May 2015
RoundPoint Financial Group 2010 - 2013
GMAC ResCap August 2008 - March 2010
Equifirst Corporation 2002 - 2008
Skills
Mortgage Banking, Mortgage Lending, Finance, Sales, Financial Analysis, Leadership, USDA, Team Building, Sales Management, Loss Mitigation, Residential Mortgages, Banking, Investment Properties, FHA, Refinance, Customer Retention, Loan Origination, Loans, Credit, Government Loans, FHA financing
Education
Appalachian State University 2003 — 2007
BS Psychology
John Hortie's RoundPoint Financial Group Experience November 2011 - January 2014
Job Loan Originator
Industry Financial Services
Experience
Sebonic Financial February 2014 - Present
RoundPoint Financial Group November 2011 - January 2014
Capital One Home Loans July 2011 - November 2011
Chrysler March 2004 - July 2011
Hillis Carnes Engineering January 2002 - March 2004
Sports Authority January 1998 - January 2002
Skills
Analysis, Credit, Customer Service, Leadership, Loans, Mortgage Lending, Sales, Team Building
Education
Frederick Community College 1998 — 2001
Associate's Degree, Business Management
Frederick Community College 1998 — 2001
Associate's Degree, Criminal Justice
Sebonic Financial February 2014 - Present
RoundPoint Financial Group November 2011 - January 2014
Capital One Home Loans July 2011 - November 2011
Chrysler March 2004 - July 2011
Hillis Carnes Engineering January 2002 - March 2004
Sports Authority January 1998 - January 2002
Skills
Analysis, Credit, Customer Service, Leadership, Loans, Mortgage Lending, Sales, Team Building
Education
Frederick Community College 1998 — 2001
Associate's Degree, Business Management
Frederick Community College 1998 — 2001
Associate's Degree, Criminal Justice
Jennifer Provato's RoundPoint Financial Group Experience March 2008 - July 2009
Job Executive Meeting Planner at Brand Source
Industry Consumer Goods
Experience
Brand Source July 2009 - Present
RoundPoint Financial Group March 2008 - July 2009
Brand Source January 2005 - March 2008
Premier Meetings January 2002 - August 2004
Skills
Marketing Strategy, Merchandising, Negotiation, Retail, Sales Management, Leadership, Customer Service, Microsoft Office, Training, Event Management, Marketing, Marketing Communications, Budget, Strategic Planning, Event Planning, Trade Shows, Project Management, Sales, Microsoft Excel, Social Media, Budgets, Team Building, Forecasting
Education
California State University-Fullerton 1999 — 2002
Bachelor of Arts (BA), Communication, General
Brand Source July 2009 - Present
RoundPoint Financial Group March 2008 - July 2009
Brand Source January 2005 - March 2008
Premier Meetings January 2002 - August 2004
Skills
Marketing Strategy, Merchandising, Negotiation, Retail, Sales Management, Leadership, Customer Service, Microsoft Office, Training, Event Management, Marketing, Marketing Communications, Budget, Strategic Planning, Event Planning, Trade Shows, Project Management, Sales, Microsoft Excel, Social Media, Budgets, Team Building, Forecasting
Education
California State University-Fullerton 1999 — 2002
Bachelor of Arts (BA), Communication, General
Michael Fienberg's RoundPoint Financial Group Experience November 2012 - December 2014
Job Loan Originator at Sebonic Financial Individual NMLS #152827
Industry Financial Services
Experience
Sebonic Financial, NMLS ID 66247 Home Mortgage ConsultantWells Fargo Home MortgageDecember 2014 - March 2015
RoundPoint Financial Group November 2012 - December 2014
Capital One October 2010 - November 2012
Keystone Funding Group January 2009 - 2010
Bank of America 2001 - 2008
Skills
•Microsoft Office,..., Result Oriented, Close Attention to..., Business Analysis, Organizational..., Sales Management, Salesforce.com, Sales Operations, Dispute Resolution, Problem Solving, Problem Analysis, Direct Sales, Customer Oriented, Team Leadership, Team Management, Mortgage Lending, Underwriting, Mortgage Banking, Banking, Credit, Loan Origination, Refinance, Loans, Finance, Residential Mortgages
Education
Austin Community College
Business Administration and Management, General
Community College of the Air Force
Military Training
Howard Community College
Business Administration and Management, General
Sebonic Financial, NMLS ID 66247 Home Mortgage ConsultantWells Fargo Home MortgageDecember 2014 - March 2015
RoundPoint Financial Group November 2012 - December 2014
Capital One October 2010 - November 2012
Keystone Funding Group January 2009 - 2010
Bank of America 2001 - 2008
Skills
•Microsoft Office,..., Result Oriented, Close Attention to..., Business Analysis, Organizational..., Sales Management, Salesforce.com, Sales Operations, Dispute Resolution, Problem Solving, Problem Analysis, Direct Sales, Customer Oriented, Team Leadership, Team Management, Mortgage Lending, Underwriting, Mortgage Banking, Banking, Credit, Loan Origination, Refinance, Loans, Finance, Residential Mortgages
Education
Austin Community College
Business Administration and Management, General
Community College of the Air Force
Military Training
Howard Community College
Business Administration and Management, General
Ashley Housaman's RoundPoint Financial Group Experience August 2015 - Present
Job Loan Foreclosure Specialist at a Roundpoint Financial Group
Industry Law Practice
Experience
RoundPoint Financial Group August 2015 - Present
RoundPoint Financial Group August 2014 - August 2015
Synergy Legal Inc. September 2011 - July 2014
Skills
Westlaw, Legal Research, Document Review, Legal Issues, Litigation Support, Legal Writing, Family Law, Courts, Litigation
Education
Charlotte School of Law 2008 — 2011
Doctor of Law (J.D.)
University of South Carolina-Columbia 2003 — 2007
Bachelor of Science (BS)
RoundPoint Financial Group August 2015 - Present
RoundPoint Financial Group August 2014 - August 2015
Synergy Legal Inc. September 2011 - July 2014
Skills
Westlaw, Legal Research, Document Review, Legal Issues, Litigation Support, Legal Writing, Family Law, Courts, Litigation
Education
Charlotte School of Law 2008 — 2011
Doctor of Law (J.D.)
University of South Carolina-Columbia 2003 — 2007
Bachelor of Science (BS)
Eric S. Laidlow's RoundPoint Financial Group Experience June 2013 - October 2014
Job Research Associate at Autonomous Research LLP
Industry Financial Services
Experience
Autonomous Research LLP October 2014 - Present
DC - Family and Youth Initiative January 2013 - Present
RoundPoint Financial Group June 2013 - October 2014
Fannie Mae January 2013 - June 2013
Fannie Mae February 2010 - January 2013
PricewaterhouseCoopers, LLP September 2008 - February 2010
Skills
Valuation, Portfolio Management, Finance, Capital Markets, Loans, Structured Finance, Analysis, Mortgage Lending, Financial Analysis, Financial Modeling, Risk Management, Credit, Fixed Income, Bloomberg, Equities
Education
James Madison University 2004 — 2008
Bachelors, BBA: Finance; BBA: Financial Economics
Autonomous Research LLP October 2014 - Present
DC - Family and Youth Initiative January 2013 - Present
RoundPoint Financial Group June 2013 - October 2014
Fannie Mae January 2013 - June 2013
Fannie Mae February 2010 - January 2013
PricewaterhouseCoopers, LLP September 2008 - February 2010
Skills
Valuation, Portfolio Management, Finance, Capital Markets, Loans, Structured Finance, Analysis, Mortgage Lending, Financial Analysis, Financial Modeling, Risk Management, Credit, Fixed Income, Bloomberg, Equities
Education
James Madison University 2004 — 2008
Bachelors, BBA: Finance; BBA: Financial Economics
Lindsey Dean, PMP's RoundPoint Financial Group Experience November 2014 - Present
Job Project Manager at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group November 2014 - Present
Skills
Business Analysis, Financial Analysis, Banking, Business Strategy, Project Management, Risk Management, Credit Risk
Education
Central Piedmont Community College 2013 — 2014
Project Management Certificate, Project Management
Johnson & Wales University 1999 — 2003
BS, International Business
RoundPoint Financial Group November 2014 - Present
Skills
Business Analysis, Financial Analysis, Banking, Business Strategy, Project Management, Risk Management, Credit Risk
Education
Central Piedmont Community College 2013 — 2014
Project Management Certificate, Project Management
Johnson & Wales University 1999 — 2003
BS, International Business
Hailey (Strobel) Hawkins's RoundPoint Financial Group Experience September 2014 - May 2015
Job Associate Attorney
Industry Law Practice
Experience
Taylor Law, PLLC May 2015 - Present
Johnson C. Smith University January 2015 - Present
RoundPoint Financial Group September 2014 - May 2015
Chambers of the Honorable Graham C. Mullen January 2014 - May 2014
WyzAnt Tutoring 2008 - 2014
Lynna Moen Legal September 2013 - November 2013
Rawls, Scheer, Foster & Mingo, PLLC September 2012 - September 2013
Legal Services of Southern Piedmont May 2012 - August 2012
Teach for America January 2010 - May 2012
The New Teacher Project May 2011 - August 2011
Skills
Teaching, Public Speaking, Curriculum Development, Curriculum Design, Tutoring, Staff Development, Classroom, Non-profits, Educational Leadership, Community Outreach, Fundraising, Lesson Planning, Editing, Nonprofits, Legal Writing, Legal Research, Leadership, Research, PowerPoint, Grant Writing, Program Development
Education
Charlotte School of Law 2011 — 2014
J.D., Law
UNC Charlotte 2008 — 2011
Graduate Certificate, Secondary Math Education
Franklin & Marshall College 2004 — 2008
B.A., Psychology
Taylor Law, PLLC May 2015 - Present
Johnson C. Smith University January 2015 - Present
RoundPoint Financial Group September 2014 - May 2015
Chambers of the Honorable Graham C. Mullen January 2014 - May 2014
WyzAnt Tutoring 2008 - 2014
Lynna Moen Legal September 2013 - November 2013
Rawls, Scheer, Foster & Mingo, PLLC September 2012 - September 2013
Legal Services of Southern Piedmont May 2012 - August 2012
Teach for America January 2010 - May 2012
The New Teacher Project May 2011 - August 2011
Skills
Teaching, Public Speaking, Curriculum Development, Curriculum Design, Tutoring, Staff Development, Classroom, Non-profits, Educational Leadership, Community Outreach, Fundraising, Lesson Planning, Editing, Nonprofits, Legal Writing, Legal Research, Leadership, Research, PowerPoint, Grant Writing, Program Development
Education
Charlotte School of Law 2011 — 2014
J.D., Law
UNC Charlotte 2008 — 2011
Graduate Certificate, Secondary Math Education
Franklin & Marshall College 2004 — 2008
B.A., Psychology
John DelPonti Jr.'s RoundPoint Financial Group Experience October 2007 - February 2010
Job Managing Director at Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors 2010 - Present
RoundPoint Financial Group October 2007 - February 2010
Navigant Consulting July 2006 - September 2007
Countrywide Financial Corporation October 2005 - June 2006
Indymac Bank March 2004 - August 2005
Price Waterhouse Coopers September 1996 - March 2004
Skills
CDO, Financial Accounting, Valuation
Education
The George Washington University - School of Business 1994 — 1996
MBA, Business
Boston College 1982 — 1986
B.S, Accounting & Computer Science
Navigant Capital Advisors 2010 - Present
RoundPoint Financial Group October 2007 - February 2010
Navigant Consulting July 2006 - September 2007
Countrywide Financial Corporation October 2005 - June 2006
Indymac Bank March 2004 - August 2005
Price Waterhouse Coopers September 1996 - March 2004
Skills
CDO, Financial Accounting, Valuation
Education
The George Washington University - School of Business 1994 — 1996
MBA, Business
Boston College 1982 — 1986
B.S, Accounting & Computer Science
Dean Fiore's RoundPoint Financial Group Experience October 2010 - May 2013
Job Mortgage Specialists at Sebonic Financial
Industry Financial Services
Experience
Sebonic Financial May 2013 - Present
RoundPoint Financial Group October 2010 - May 2013
GMAC ResCap January 2008 - June 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Refinance, FHA, Loan Origination, Banking, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, USDA, Finance
Education
Broward College 1991 — 1995
Associates, Business
Sebonic Financial May 2013 - Present
RoundPoint Financial Group October 2010 - May 2013
GMAC ResCap January 2008 - June 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Refinance, FHA, Loan Origination, Banking, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, USDA, Finance
Education
Broward College 1991 — 1995
Associates, Business
Cherese Cashion's RoundPoint Financial Group Experience April 2013 - September 2014
Job Post Closing Specialist II at Cardinal Financial
Industry Financial Services
Experience
RoundPoint Financial Group April 2013 - September 2014
Skills
Mortgage Lending, Loans, Credit, FHA, Banking, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, Credit Analysis, Customer Service, Financial Analysis, Underwriting, Microsoft Excel, VA loans, Consumer Lending, Microsoft Word, FHA financing, Microsoft Office, Outlook, Accounting, Loan Servicing, Mortgage Servicing
Education
Central Piedmont Community College 1993 — 1997
Paralegal
King's College 1986 — 1987
Associate's Degree, Administrative Assistant and Secretarial Science, General
West Mecklenburg 1984 — 1986
RoundPoint Financial Group April 2013 - September 2014
Skills
Mortgage Lending, Loans, Credit, FHA, Banking, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, Credit Analysis, Customer Service, Financial Analysis, Underwriting, Microsoft Excel, VA loans, Consumer Lending, Microsoft Word, FHA financing, Microsoft Office, Outlook, Accounting, Loan Servicing, Mortgage Servicing
Education
Central Piedmont Community College 1993 — 1997
Paralegal
King's College 1986 — 1987
Associate's Degree, Administrative Assistant and Secretarial Science, General
West Mecklenburg 1984 — 1986
Kristen Gamble's RoundPoint Financial Group Experience April 2013 - July 2014
Job Family and Consumer Science/Nutrition
Industry Hospital & Health Care
Experience
Weight Watchers 2011 - Present
Williamsburg County Recreation January 2006 - Present
RoundPoint Financial Group April 2013 - July 2014
Holiday Inn Hotel & Suites 2012 - April 2012
Holiday Inn January 2010 - January 2011
Santee Electric Co January 2008 - January 2009
Bi-Lo Food Store January 2007 - January 2008
Virgin Mobile Campaign January 2006 - January 2007
Skills
Customer Satisfaction, Event Planning, Customer Service, Sales
Education
Winthrop University 2009 — 2012
Family and Consumer Science, Nutrition
C. E. Murray High
High School Diploma
South Carolina State University
College of Science, Mathematics Engineering Technology; Biology
Williamsburg Technical College
Winthrop University
Family & Consumer Science
Weight Watchers 2011 - Present
Williamsburg County Recreation January 2006 - Present
RoundPoint Financial Group April 2013 - July 2014
Holiday Inn Hotel & Suites 2012 - April 2012
Holiday Inn January 2010 - January 2011
Santee Electric Co January 2008 - January 2009
Bi-Lo Food Store January 2007 - January 2008
Virgin Mobile Campaign January 2006 - January 2007
Skills
Customer Satisfaction, Event Planning, Customer Service, Sales
Education
Winthrop University 2009 — 2012
Family and Consumer Science, Nutrition
C. E. Murray High
High School Diploma
South Carolina State University
College of Science, Mathematics Engineering Technology; Biology
Williamsburg Technical College
Winthrop University
Family & Consumer Science
Aubrey Maloney, MBA's RoundPoint Financial Group Experience June 2013 - December 2013
Job Desktop Support
Industry Information Technology and Services
Experience
Dell April 2014 - April 2015
Deloitte January 2014 - April 2014
RoundPoint Financial Group June 2013 - December 2013
Lowe's Home Improvement April 2012 - May 2013
Charlotte Regional Partnership November 2011 - March 2012
Family Dollar Corporate Office October 2011 - December 2011
Skills
Microsoft Office, Troubleshooting, Computer Hardware, Databases, Windows 7, Help Desk Software, Imaging, Deployment, System Deployment, Hardware, Customer Service, Digital Imaging, Software Documentation, Networking, Data Entry, Help Desk Support, Software Installation, Data Center, Technical Support, Active Directory, Printers, Information Technology, Quality Assurance, Integration, Visio, Laptops, Project Planning, XP, SharePoint, Windows Server, Windows XP, Management, Windows, SCCM, Remote Desktop, Technical Recruiting, Vendor Management
Education
Keller Graduate School of Management 2010 — 2012
MBA, Information Security
DeVry University 2007 — 2010
Bachelors of Science, Computer Information Systems
Dell April 2014 - April 2015
Deloitte January 2014 - April 2014
RoundPoint Financial Group June 2013 - December 2013
Lowe's Home Improvement April 2012 - May 2013
Charlotte Regional Partnership November 2011 - March 2012
Family Dollar Corporate Office October 2011 - December 2011
Skills
Microsoft Office, Troubleshooting, Computer Hardware, Databases, Windows 7, Help Desk Software, Imaging, Deployment, System Deployment, Hardware, Customer Service, Digital Imaging, Software Documentation, Networking, Data Entry, Help Desk Support, Software Installation, Data Center, Technical Support, Active Directory, Printers, Information Technology, Quality Assurance, Integration, Visio, Laptops, Project Planning, XP, SharePoint, Windows Server, Windows XP, Management, Windows, SCCM, Remote Desktop, Technical Recruiting, Vendor Management
Education
Keller Graduate School of Management 2010 — 2012
MBA, Information Security
DeVry University 2007 — 2010
Bachelors of Science, Computer Information Systems
Paul Kubinski's RoundPoint Financial Group Experience June 2013 - August 2013
Job Sr. Sales Advisor at DriveTime
Industry Retail
Experience
DriveTime February 2014 - Present
RoundPoint Financial Group June 2013 - August 2013
Golf Galaxy (owned by Dicks Sporting Goods) July 2010 - June 2013
Golf Galaxy July 2009 - July 2010
Dicks Sporting Goods November 2006 - July 2009
Lending Tree June 2006 - October 2006
The Sharpe Collection July 2005 - April 2006
Enterprise Rent-A-Car February 2004 - June 2005
Skills
Customer Service, Operations Management, Sales Management, Training & Development, Word, Budgeting, PowerPoint, Customer Relations, Problem Solving, Budgets, Team Leadership, Project Management, Microsoft Excel, Logistics, Management, Employee Training, Store Management, Training, Merchandising, Time Management, Inventory Management, Payroll, Retail
Education
Calvin College 1999 — 2003
Bachelor of Arts, Business
DriveTime February 2014 - Present
RoundPoint Financial Group June 2013 - August 2013
Golf Galaxy (owned by Dicks Sporting Goods) July 2010 - June 2013
Golf Galaxy July 2009 - July 2010
Dicks Sporting Goods November 2006 - July 2009
Lending Tree June 2006 - October 2006
The Sharpe Collection July 2005 - April 2006
Enterprise Rent-A-Car February 2004 - June 2005
Skills
Customer Service, Operations Management, Sales Management, Training & Development, Word, Budgeting, PowerPoint, Customer Relations, Problem Solving, Budgets, Team Leadership, Project Management, Microsoft Excel, Logistics, Management, Employee Training, Store Management, Training, Merchandising, Time Management, Inventory Management, Payroll, Retail
Education
Calvin College 1999 — 2003
Bachelor of Arts, Business
Joan Saddler's RoundPoint Financial Group Experience April 2013 - September 2014
Job Mortgage Underwriter at Total Mortgage Services, LLC
Industry Financial Services
Experience
Total Mortgage Services, LLC September 2014 - Present
RoundPoint Financial Group April 2013 - September 2014
MGIC March 1996 - November 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Refinance, Underwriting, Credit Analysis
Education
Capital Community College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Loomis Chaffee School 1975 — 1979
High School, Liberal Arts and Sciences/Liberal Studies, College Prep
Total Mortgage Services, LLC September 2014 - Present
RoundPoint Financial Group April 2013 - September 2014
MGIC March 1996 - November 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Refinance, Underwriting, Credit Analysis
Education
Capital Community College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Loomis Chaffee School 1975 — 1979
High School, Liberal Arts and Sciences/Liberal Studies, College Prep
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY