RoundPoint Financial Group
Industry: Company
DescriptionFounded: 2007 Subsidiaries: RoundPoint Mortgage Servicing Corporation, RoundPoint Capital Group, Inc
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RoundPoint Financial Group Employees
Employee
Years
Job
Industry
Eric Kirkham Eric Kirkham's RoundPoint Financial Group Experience March 2011 - September 2011
Job
Industry Computer Software
Experience
Southerneer December 2014 - Present
Redwood Inc. September 2013 - Present
RDA Corporation July 2012 - September 2013
Wells Fargo September 2011 - July 2012
Cardinal Solutions February 2009 - July 2012
RoundPoint Financial Group March 2011 - September 2011
Toyota Racing Development October 2010 - March 2011
Duke Energy Corporation May 2010 - October 2010
Sage Automotive Interiors October 2009 - April 2010
Family Dollar February 2009 - September 2009
Skills
PHP, Ruby on Rails, HTML, CSS, JavaScript, MySQL, Amazon Web Services..., Windows Azure, ASP.NET, .NET, C#, Web Applications, WCF, WPF, Microsoft SQL Server
Education
University of North Carolina at Chapel Hill 2001 — 2005
BS, Computer Science
Southerneer December 2014 - Present
Redwood Inc. September 2013 - Present
RDA Corporation July 2012 - September 2013
Wells Fargo September 2011 - July 2012
Cardinal Solutions February 2009 - July 2012
RoundPoint Financial Group March 2011 - September 2011
Toyota Racing Development October 2010 - March 2011
Duke Energy Corporation May 2010 - October 2010
Sage Automotive Interiors October 2009 - April 2010
Family Dollar February 2009 - September 2009
Skills
PHP, Ruby on Rails, HTML, CSS, JavaScript, MySQL, Amazon Web Services..., Windows Azure, ASP.NET, .NET, C#, Web Applications, WCF, WPF, Microsoft SQL Server
Education
University of North Carolina at Chapel Hill 2001 — 2005
BS, Computer Science
Adelle Keith's RoundPoint Financial Group Experience July 2015 - Present
Job Foreclosure Oversight Specialist
Industry Financial Services
Experience
RoundPoint Financial Group July 2015 - Present
Hunoval Law May 2015 - July 2015
Hutchens Law Firm June 2014 - May 2015
Hutchens Law Firm March 2012 - May 2015
Rogers Townsend & Thomas, PC October 2010 - March 2012
Best Buy June 2004 - February 2011
Mecklenburg County Public Defenders Office January 2009 - May 2009
Brevard County Court House June 2003 - August 2003
Skills
Legal Research, Time Management, Access, Payroll, Courts, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Management, Research, Interviews, Legal Writing, Litigation Support, Westlaw, Lexis, Corporate Law, Notary Public, Legal Assistance, Criminal Law
Education
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, History
Central Piedmont Community College
Diploma, Paralegal Studies
RoundPoint Financial Group July 2015 - Present
Hunoval Law May 2015 - July 2015
Hutchens Law Firm June 2014 - May 2015
Hutchens Law Firm March 2012 - May 2015
Rogers Townsend & Thomas, PC October 2010 - March 2012
Best Buy June 2004 - February 2011
Mecklenburg County Public Defenders Office January 2009 - May 2009
Brevard County Court House June 2003 - August 2003
Skills
Legal Research, Time Management, Access, Payroll, Courts, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Management, Research, Interviews, Legal Writing, Litigation Support, Westlaw, Lexis, Corporate Law, Notary Public, Legal Assistance, Criminal Law
Education
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, History
Central Piedmont Community College
Diploma, Paralegal Studies
Rob Kistler Rob Kistler's RoundPoint Financial Group Experience September 2013 - September 2014
Job Loan Officer at Cardinal Financial Group
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2014 - June 2015
RoundPoint Financial Group September 2013 - September 2014
New Penn Financial, LLC August 2011 - September 2013
Hendrick Automotive Group April 2010 - October 2011
Coldwell Banker United, Realtors October 2008 - April 2011
Skills
Sales, Customer Service, Contract Negotiation, Foreclosures, Business Development, Problem Solving, Client Prospecting, Networking
Education
Mars Hill University
General Studies, Business
Wells Fargo Home Mortgage September 2014 - June 2015
RoundPoint Financial Group September 2013 - September 2014
New Penn Financial, LLC August 2011 - September 2013
Hendrick Automotive Group April 2010 - October 2011
Coldwell Banker United, Realtors October 2008 - April 2011
Skills
Sales, Customer Service, Contract Negotiation, Foreclosures, Business Development, Problem Solving, Client Prospecting, Networking
Education
Mars Hill University
General Studies, Business
Tamra Truesdale's RoundPoint Financial Group Experience August 2012 - September 2014
Job Owner, The Truesdale Network
Industry
Experience
RoundPoint Financial Group August 2012 - September 2014
RoundPoint Financial Group August 2012 - August 2013
Wells Fargo Home Mortgage November 2010 - May 2012
Skills
Loans, Mortgage Lending, Financial Risk, Credit, Financial Accounting, Quality Control, Direct Sales, Compliance, Internal Audit, Management, Underwriting, FHA, Auditing, Leadership, Mortgage Banking
Education
Nova Southeastern University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Nova Southeastern University 1999 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
RoundPoint Financial Group August 2012 - September 2014
RoundPoint Financial Group August 2012 - August 2013
Wells Fargo Home Mortgage November 2010 - May 2012
Skills
Loans, Mortgage Lending, Financial Risk, Credit, Financial Accounting, Quality Control, Direct Sales, Compliance, Internal Audit, Management, Underwriting, FHA, Auditing, Leadership, Mortgage Banking
Education
Nova Southeastern University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Nova Southeastern University 1999 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Arthur Rego's RoundPoint Financial Group Experience July 2010 - November 2011
Job Officer, Client Fulfillment Consultant at Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America April 2012 - December 2013
RoundPoint Financial Group July 2010 - November 2011
Titanium Solutions April 2008 - September 2008
Dollar Bank June 2007 - March 2008
PepsiCo January 2005 - January 2007
Skills
Loans, Mortgage Lending, Credit, Customer Service, Outlook, FHA financing, VA loans, Short Sales, Loan Origination, Microsoft SQL Server, Investor Relations, Banking, Portfolio Management, Loan Modifications, Mortgage Banking, USDA, Credit Analysis, Underwriting, Real Estate, Sales, Mortgage Underwriting, REO, Team Building, Training, VA Loans, Management
Education
San Diego State University-California State University 2004 — 2008
Bachelors, Economics
Collegio Antonio Vieira-Brazil 1994 — 1999
High School, Economics
Bank of America January 2014 - Present
Bank of America April 2012 - December 2013
RoundPoint Financial Group July 2010 - November 2011
Titanium Solutions April 2008 - September 2008
Dollar Bank June 2007 - March 2008
PepsiCo January 2005 - January 2007
Skills
Loans, Mortgage Lending, Credit, Customer Service, Outlook, FHA financing, VA loans, Short Sales, Loan Origination, Microsoft SQL Server, Investor Relations, Banking, Portfolio Management, Loan Modifications, Mortgage Banking, USDA, Credit Analysis, Underwriting, Real Estate, Sales, Mortgage Underwriting, REO, Team Building, Training, VA Loans, Management
Education
San Diego State University-California State University 2004 — 2008
Bachelors, Economics
Collegio Antonio Vieira-Brazil 1994 — 1999
High School, Economics
Jason Houle Jason Houle's RoundPoint Financial Group Experience March 2014 - June 2015
Job Vendor Management | REO | Mortgage Servicing
Industry Real Estate
Experience
BSI Financial Services June 2015 - Present
RoundPoint Financial Group March 2014 - June 2015
Ocwen Loan Servicing, LLC January 2012 - October 2013
GMAC ResCap April 2011 - December 2011
GMAC ResCap May 2007 - May 2009
Homecomings Financial April 2005 - April 2007
Homecomings Financial January 2004 - March 2005
Homecomings Financial April 2002 - December 2003
Skills
Mortgage Banking, Loans, Loss Mitigation, Asset Management, Mortgage Lending, Finance, Loan Servicing, Foreclosures, Default, REO, Vendor Management, Portfolio Management, Short Sales, Credit Risk, Mortgage Servicing, Disposition, Credit, Investors, Property, FHA, Residential Mortgages, Underwriting, Loan Origination, Real Estate Economics, Financial Risk, Refinance, Real Estate
Education
University of Michigan
Bachelor of Arts, Economics
Forest Hills Central Highschool
BSI Financial Services June 2015 - Present
RoundPoint Financial Group March 2014 - June 2015
Ocwen Loan Servicing, LLC January 2012 - October 2013
GMAC ResCap April 2011 - December 2011
GMAC ResCap May 2007 - May 2009
Homecomings Financial April 2005 - April 2007
Homecomings Financial January 2004 - March 2005
Homecomings Financial April 2002 - December 2003
Skills
Mortgage Banking, Loans, Loss Mitigation, Asset Management, Mortgage Lending, Finance, Loan Servicing, Foreclosures, Default, REO, Vendor Management, Portfolio Management, Short Sales, Credit Risk, Mortgage Servicing, Disposition, Credit, Investors, Property, FHA, Residential Mortgages, Underwriting, Loan Origination, Real Estate Economics, Financial Risk, Refinance, Real Estate
Education
University of Michigan
Bachelor of Arts, Economics
Forest Hills Central Highschool
Amanda Drake Amanda Drake's RoundPoint Financial Group Experience August 2015 - Present
Job Correspondence Fulfillment Supervisor at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group August 2015 - Present
RoundPoint Financial Group September 2011 - August 2015
October Road Inc. December 2008 - July 2011
UNC Asheville May 2002 - November 2008
Skills
Staff Development, Sales, Customer Service, Social Networking, Conflict Resolution, Event Planning, Fundraising, Account Management, Marketing, Nonprofits, Public Speaking, Research, Community Outreach, Leadership, Microsoft Excel, Microsoft Office, Social Media, Volunteer Management
Education
University of North Carolina at Asheville 1998 — 2002
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
RoundPoint Financial Group August 2015 - Present
RoundPoint Financial Group September 2011 - August 2015
October Road Inc. December 2008 - July 2011
UNC Asheville May 2002 - November 2008
Skills
Staff Development, Sales, Customer Service, Social Networking, Conflict Resolution, Event Planning, Fundraising, Account Management, Marketing, Nonprofits, Public Speaking, Research, Community Outreach, Leadership, Microsoft Excel, Microsoft Office, Social Media, Volunteer Management
Education
University of North Carolina at Asheville 1998 — 2002
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Natalie Frost Natalie Frost's RoundPoint Financial Group Experience May 2013 - September 2014
Job Mortgage Loan Processor, Associate at Home Point Financial
Industry Financial Services
Experience
Home Point Financial September 2015 - Present
Irongate Home Finance, LLC March 2015 - September 2015
Irongate Home Finance, LLC September 2014 - March 2015
RoundPoint Financial Group May 2013 - September 2014
Try-It Distributing Co., Inc. 2007 - 2013
Seneca Beverage Company 2005 - 2007
Skills
Marketing Strategy, Customer Service, Marketing, Leadership, Management, Negotiation, Human Resources, Sales, Account Management, Sales Management, Microsoft Excel, Microsoft Office, Store Management, Program Management, Facebook, Time Management, Event Planning, Event Management, Social Media, Social Media Marketing, PowerPoint, Sponsorship
Education
Niagara University 2004 — 2008
Bachelor of Science, Commerce; Business Management and Human Resource Management
Notre Dame High School, Elmira, NY 2000 — 2004
High School, Catholic Education
Home Point Financial September 2015 - Present
Irongate Home Finance, LLC March 2015 - September 2015
Irongate Home Finance, LLC September 2014 - March 2015
RoundPoint Financial Group May 2013 - September 2014
Try-It Distributing Co., Inc. 2007 - 2013
Seneca Beverage Company 2005 - 2007
Skills
Marketing Strategy, Customer Service, Marketing, Leadership, Management, Negotiation, Human Resources, Sales, Account Management, Sales Management, Microsoft Excel, Microsoft Office, Store Management, Program Management, Facebook, Time Management, Event Planning, Event Management, Social Media, Social Media Marketing, PowerPoint, Sponsorship
Education
Niagara University 2004 — 2008
Bachelor of Science, Commerce; Business Management and Human Resource Management
Notre Dame High School, Elmira, NY 2000 — 2004
High School, Catholic Education
Antonio Montgomery's RoundPoint Financial Group Experience August 2011 - April 2012
Job MHA Candidate 2016, Saint Joseph's University
Industry Hospital & Health Care
Experience
IBM-Seterus September 2013 - August 2014
Accenture February 2013 - April 2013
Accenture July 2012 - January 2013
RoundPoint Financial Group August 2011 - April 2012
RoundPoint Financial Group December 2010 - August 2011
American Express May 2009 - December 2010
Bank of America 2010 - 2010
Wells Fargo March 2008 - May 2009
United Mortgage August 2007 - March 2008
BB&T March 2005 - March 2007
Skills
Mortgage Banking, Loan Origination, Loan Servicing, Risk Management, Foreclosures, Loan Modifications, Short Sales, Negotiation, Customer Service, Mortgage Underwriting, Mortgage Servicing, VA loans, Fannie Mae, Suspense, Deed in Lieu, Microsoft Excel, Credit, Finance, Investments, Default, Credit Analysis, Appraisals, Options, PowerPoint, Residential Mortgages, Refinance, Real Estate, Loss Mitigation, Portfolio Management, Loans, Mortgage Lending, Analysis, Underwriting, Management
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Care Administration w/ Health Care Ethics Specialization, 3.5 G.P.A. (12 credits completed)
University of North Carolina at Pembroke 2005 — 2007
Bachelor's Degree, Exercise Science & Sports Science
IBM-Seterus September 2013 - August 2014
Accenture February 2013 - April 2013
Accenture July 2012 - January 2013
RoundPoint Financial Group August 2011 - April 2012
RoundPoint Financial Group December 2010 - August 2011
American Express May 2009 - December 2010
Bank of America 2010 - 2010
Wells Fargo March 2008 - May 2009
United Mortgage August 2007 - March 2008
BB&T March 2005 - March 2007
Skills
Mortgage Banking, Loan Origination, Loan Servicing, Risk Management, Foreclosures, Loan Modifications, Short Sales, Negotiation, Customer Service, Mortgage Underwriting, Mortgage Servicing, VA loans, Fannie Mae, Suspense, Deed in Lieu, Microsoft Excel, Credit, Finance, Investments, Default, Credit Analysis, Appraisals, Options, PowerPoint, Residential Mortgages, Refinance, Real Estate, Loss Mitigation, Portfolio Management, Loans, Mortgage Lending, Analysis, Underwriting, Management
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Care Administration w/ Health Care Ethics Specialization, 3.5 G.P.A. (12 credits completed)
University of North Carolina at Pembroke 2005 — 2007
Bachelor's Degree, Exercise Science & Sports Science
Alexandra Soly Alexandra Soly's RoundPoint Financial Group Experience May 2013 - Present
Job Senior Mortgage Loan Processor at RoundPoint Mortgage
Industry Law Practice
Experience
RoundPoint Financial Group May 2013 - Present
Wells Fargo October 2012 - May 2013
Wine Vault April 2012 - October 2012
Skills
Microsoft Office, Customer Service, Social Media, Mediation, LIS, SPSS, Mortgage Lending, Residential Mortgages, FHA financing, VA loans, Analytics, Mortgage Underwriting, Loan Servicing, Loan Origination, Home Equity Loans, Microsoft Excel, Loan Pricing, Mortgage Consulting
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Science (BS), Criminal Justice
Wissahickon High School 2004 — 2008
RoundPoint Financial Group May 2013 - Present
Wells Fargo October 2012 - May 2013
Wine Vault April 2012 - October 2012
Skills
Microsoft Office, Customer Service, Social Media, Mediation, LIS, SPSS, Mortgage Lending, Residential Mortgages, FHA financing, VA loans, Analytics, Mortgage Underwriting, Loan Servicing, Loan Origination, Home Equity Loans, Microsoft Excel, Loan Pricing, Mortgage Consulting
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Science (BS), Criminal Justice
Wissahickon High School 2004 — 2008
Sam Dabbs, PMP, ITIL Sam Dabbs, PMP, ITIL's RoundPoint Financial Group Experience March 2014 - October 2014
Job Senior Project Manager
Industry Utilities
Experience
Santee Cooper August 2015 - Present
Dixon Hughes Goodman LLP October 2014 - July 2015
RoundPoint Financial Group March 2014 - October 2014
Trident Technical College October 2012 - March 2014
Kratos Defense (Charleston Marine Containers) - Manufacturing June 2011 - March 2014
Deloitte Consulting February 2011 - June 2011
Marine Corps Systems Command February 2010 - February 2011
Kastle Systems July 2008 - September 2009
Apex Systems January 2007 - July 2008
Patterson Fan January 2006 - January 2007
Skills
Program Management, PMP, Project Management, Leadership, Management, Change Management, Strategy, PMO, Process Improvement, Business Process, Security, SharePoint, Budgets, Information Technology, Management Consulting, Integration, Software Documentation, CRM, Business Intelligence, Security Clearance, IT Strategy, Operations Management, Business Process..., Government, Business Development, Data Center, Requirements Gathering, Vendor Management, SDLC
Education
The United States Naval Postgraduate School 2010 — 2010
Acquisition & Program Management, Program Management
Marymount University 2008 — 2009
Master's Degree, Management
Marymount University 2008 — 2009
Master's Certificate in Executive Leadership, Management
Marymount University 2008 — 2009
Master's Certificate in Project Management, Management
Winthrop University 1998 — 2003
Bachelor of Science, Sport Management
Santee Cooper August 2015 - Present
Dixon Hughes Goodman LLP October 2014 - July 2015
RoundPoint Financial Group March 2014 - October 2014
Trident Technical College October 2012 - March 2014
Kratos Defense (Charleston Marine Containers) - Manufacturing June 2011 - March 2014
Deloitte Consulting February 2011 - June 2011
Marine Corps Systems Command February 2010 - February 2011
Kastle Systems July 2008 - September 2009
Apex Systems January 2007 - July 2008
Patterson Fan January 2006 - January 2007
Skills
Program Management, PMP, Project Management, Leadership, Management, Change Management, Strategy, PMO, Process Improvement, Business Process, Security, SharePoint, Budgets, Information Technology, Management Consulting, Integration, Software Documentation, CRM, Business Intelligence, Security Clearance, IT Strategy, Operations Management, Business Process..., Government, Business Development, Data Center, Requirements Gathering, Vendor Management, SDLC
Education
The United States Naval Postgraduate School 2010 — 2010
Acquisition & Program Management, Program Management
Marymount University 2008 — 2009
Master's Degree, Management
Marymount University 2008 — 2009
Master's Certificate in Executive Leadership, Management
Marymount University 2008 — 2009
Master's Certificate in Project Management, Management
Winthrop University 1998 — 2003
Bachelor of Science, Sport Management
Matt Mills, M.A.'s RoundPoint Financial Group Experience 2013 - 2014
Job Gold Services Manager at Weichert Financial
Industry Real Estate
Experience
Weichert Financial Services January 2015 - Present
Capital One Home Loans 2014 - January 2015
RoundPoint Financial Group 2013 - 2014
Bank of America 2009 - 2012
SunTrust Bank 2007 - 2008
First Savings Mortgage Corporation 2004 - 2006
First Horizon Home Loans 2003 - 2004
Skills
Mortgage Lending, Real Estate Transactions, Refinance, First Time Home Buyers, Real Estate Financing, FHA financing, Jumbo Mortgage, Mortgage Banking, Loans, Loan Origination, Credit, Government Loans, Negotiation, Real Estate, Move Up Buyers, Short Sales, Foreclosures, Purchasing, Residential Homes, Residential Mortgages, Real Estate Economics, Licensing, Microsoft Office, Microsoft Excel, Microsoft Word, Investment Properties, Customer Service, Customer Satisfaction, Long-term Customer..., Sales Management, Referral Development, HUD, SFR, Master's Degree, Referrals, Client Relations, Great Results, Closing on Time, Customer Caring, FHA
Education
Bowie State University, University of MD System
Master's degree, Administration
University of Maryland College Park
Bachelor of Science (BS), Health and Physical Education/Fitness
Weichert Financial Services January 2015 - Present
Capital One Home Loans 2014 - January 2015
RoundPoint Financial Group 2013 - 2014
Bank of America 2009 - 2012
SunTrust Bank 2007 - 2008
First Savings Mortgage Corporation 2004 - 2006
First Horizon Home Loans 2003 - 2004
Skills
Mortgage Lending, Real Estate Transactions, Refinance, First Time Home Buyers, Real Estate Financing, FHA financing, Jumbo Mortgage, Mortgage Banking, Loans, Loan Origination, Credit, Government Loans, Negotiation, Real Estate, Move Up Buyers, Short Sales, Foreclosures, Purchasing, Residential Homes, Residential Mortgages, Real Estate Economics, Licensing, Microsoft Office, Microsoft Excel, Microsoft Word, Investment Properties, Customer Service, Customer Satisfaction, Long-term Customer..., Sales Management, Referral Development, HUD, SFR, Master's Degree, Referrals, Client Relations, Great Results, Closing on Time, Customer Caring, FHA
Education
Bowie State University, University of MD System
Master's degree, Administration
University of Maryland College Park
Bachelor of Science (BS), Health and Physical Education/Fitness
Jane Spurgeon Jane Spurgeon's RoundPoint Financial Group Experience August 2015 - Present
Job Mortgage Servicing Operations, Vice President
Industry Financial Services
Experience
RoundPoint Financial Group August 2015 - Present
Citi January 2013 - April 2014
Chase Home Finance March 2010 - December 2012
Citi May 2007 - March 2010
Citi May 2004 - May 2007
Citi 2000 - May 2004
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Risk Management, Portfolio Management, Credit, Credit Analysis, Loan Origination, Financial Services, Underwriting, Financial Analysis
Education
Maryville University of Saint Louis
MBA, Management/Leadership
University of Missouri-Saint Louis
BSBA, Accounting
RoundPoint Financial Group August 2015 - Present
Citi January 2013 - April 2014
Chase Home Finance March 2010 - December 2012
Citi May 2007 - March 2010
Citi May 2004 - May 2007
Citi 2000 - May 2004
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Risk Management, Portfolio Management, Credit, Credit Analysis, Loan Origination, Financial Services, Underwriting, Financial Analysis
Education
Maryville University of Saint Louis
MBA, Management/Leadership
University of Missouri-Saint Louis
BSBA, Accounting
Kent Ege's RoundPoint Financial Group Experience August 2013 - September 2014
Job Senior Mortgage Banker
Industry Financial Services
Experience
Sebonic Financial February 2015 - Present
Paramount Equity September 2014 - February 2015
RoundPoint Financial Group August 2013 - September 2014
NFM October 2012 - August 2013
New Day Financial August 2008 - October 2012
Countrywide Full Spectrum Lending April 2007 - August 2008
First NLC August 2006 - April 2007
Skills
Mortgage Banking, Marketing, Microsoft Excel, Business Development, Sales, Mortgage Lending, FHA, Loan Origination, Customer Service, Credit, New Business Development, Loans, Disability Insurance, Negotiation, Financial Analysis, Financial Modeling, Finance, Sales Management, Refinance, Insurance, Residential Mortgages, Reverse Mortgages, VA loans, FHA financing, Government Loans, FHA Financing
Education
University of Maryland Baltimore County 2002 — 2006
BS, Financial Economics
Sebonic Financial February 2015 - Present
Paramount Equity September 2014 - February 2015
RoundPoint Financial Group August 2013 - September 2014
NFM October 2012 - August 2013
New Day Financial August 2008 - October 2012
Countrywide Full Spectrum Lending April 2007 - August 2008
First NLC August 2006 - April 2007
Skills
Mortgage Banking, Marketing, Microsoft Excel, Business Development, Sales, Mortgage Lending, FHA, Loan Origination, Customer Service, Credit, New Business Development, Loans, Disability Insurance, Negotiation, Financial Analysis, Financial Modeling, Finance, Sales Management, Refinance, Insurance, Residential Mortgages, Reverse Mortgages, VA loans, FHA financing, Government Loans, FHA Financing
Education
University of Maryland Baltimore County 2002 — 2006
BS, Financial Economics
Chris Voigt Chris Voigt's RoundPoint Financial Group Experience February 2014 - Present
Job VP Closing at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group February 2014 - Present
Wells Fargo Bank February 2013 - February 2014
Wells Fargo Home Mortgage February 2009 - February 2013
Wells Fargo Home Mortgage April 2007 - March 2009
Wells Fargo March 2006 - April 2007
Coordinated Business Systems August 2005 - March 2006
ENTERPRISE RENT A CAR January 2005 - August 2005
Skills
Mortgage Lending, Loans, Refinance, Management, Sales, Marketing, Customer Service, Sales Operations, Underwriting, Team Management, Negotiation, Investment Properties, B2B, Mortgage Banking, Time Management, Financial Risk, Credit, FHA, Banking, Credit Analysis
Education
University of Minnesota Duluth 2000 — 2004
Communication, Communication, history and journalism
RoundPoint Financial Group February 2014 - Present
Wells Fargo Bank February 2013 - February 2014
Wells Fargo Home Mortgage February 2009 - February 2013
Wells Fargo Home Mortgage April 2007 - March 2009
Wells Fargo March 2006 - April 2007
Coordinated Business Systems August 2005 - March 2006
ENTERPRISE RENT A CAR January 2005 - August 2005
Skills
Mortgage Lending, Loans, Refinance, Management, Sales, Marketing, Customer Service, Sales Operations, Underwriting, Team Management, Negotiation, Investment Properties, B2B, Mortgage Banking, Time Management, Financial Risk, Credit, FHA, Banking, Credit Analysis
Education
University of Minnesota Duluth 2000 — 2004
Communication, Communication, history and journalism
Tonzetta Hannah -'s RoundPoint Financial Group Experience July 2013 - March 2014
Job SR GOVERNMENT UNDERWRITER
Industry Banking
Experience
Classified August 2014 - Present
Contracting January 1998 - Present
RoundPoint Financial Group July 2013 - March 2014
JPMorgan Chase September 2011 - May 2013
PHH Mortgage June 2010 - August 2011
Aerotek FNMA QC Audit Contract Assignment March 2010 - May 2010
Wells Fargo Contract Assignment January 2009 - May 2009
Skills
FHA, Mortgage Underwriting, Credit Analysis, FHA financing, VA loans, USDA, Mortgage Servicing, Government Loans, Loan Servicing, Certified Mortgage..., Reverse Mortgages, Credit Risk, Mortgage Marketing, Banking, Financial Risk, Portfolio Management, Construction Loans, FNMA, Consumer Lending, FHLMC, Home Equity Loans, VA Loans, Mortgage Lending, Loans
Education
Christopher Columbus High School
Monroe College
Classified August 2014 - Present
Contracting January 1998 - Present
RoundPoint Financial Group July 2013 - March 2014
JPMorgan Chase September 2011 - May 2013
PHH Mortgage June 2010 - August 2011
Aerotek FNMA QC Audit Contract Assignment March 2010 - May 2010
Wells Fargo Contract Assignment January 2009 - May 2009
Skills
FHA, Mortgage Underwriting, Credit Analysis, FHA financing, VA loans, USDA, Mortgage Servicing, Government Loans, Loan Servicing, Certified Mortgage..., Reverse Mortgages, Credit Risk, Mortgage Marketing, Banking, Financial Risk, Portfolio Management, Construction Loans, FNMA, Consumer Lending, FHLMC, Home Equity Loans, VA Loans, Mortgage Lending, Loans
Education
Christopher Columbus High School
Monroe College
Glenn Noble's RoundPoint Financial Group Experience October 2013 - Present
Job Facilities Assistant Manager
Industry Recreational Facilities and Services
Experience
RoundPoint Financial Group October 2013 - Present
TJX September 2010 - October 2013
Cherry Point Marine Core Air Station May 2013 - September 2013
Cherry Point Marine Core Air Station June 2009 - August 2011
Skills
Visual Merchandising, Merchandising, Retail Sales, Cashiering, Retail, Store Management, Store Operations, Customer Service, Time Management, Sales, Inventory Management, Data Entry, Inventory Control, Cash Register, Customer Satisfaction, PowerPoint, Microsoft Word, Facebook, Telephone Skills, Teamwork, Outlook, Critical Thinking, Profit, Microsoft Excel, Team-oriented, Microsoft Office, Shrinkage, Spreadsheets, People Skills, Interpersonal...
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's degree, Psychology
University of North Carolina at Charlotte 2008 — 2010
Bachelor's degree in Psychology, Criminology
RoundPoint Financial Group October 2013 - Present
TJX September 2010 - October 2013
Cherry Point Marine Core Air Station May 2013 - September 2013
Cherry Point Marine Core Air Station June 2009 - August 2011
Skills
Visual Merchandising, Merchandising, Retail Sales, Cashiering, Retail, Store Management, Store Operations, Customer Service, Time Management, Sales, Inventory Management, Data Entry, Inventory Control, Cash Register, Customer Satisfaction, PowerPoint, Microsoft Word, Facebook, Telephone Skills, Teamwork, Outlook, Critical Thinking, Profit, Microsoft Excel, Team-oriented, Microsoft Office, Shrinkage, Spreadsheets, People Skills, Interpersonal...
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's degree, Psychology
University of North Carolina at Charlotte 2008 — 2010
Bachelor's degree in Psychology, Criminology
Mary Danesi, PHR's RoundPoint Financial Group Experience July 2008 - February 2011
Job Director, Employee Relations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF August 2012 - June 2014
TIAA-CREF April 2011 - August 2012
RoundPoint Financial Group July 2008 - February 2011
Excellus BCBS June 2006 - June 2007
The Summit Federal Credit Union October 2004 - June 2006
Global Crossing February 2000 - March 2002
Frontier Communications September 1996 - February 2000
Skills
Employee Relations, Benefits Administration, Recruiting, FMLA, Payroll, New Hire Orientations, Workers Compensation, Onboarding, Employee Benefits, Talent Acquisition, Succession Planning, Talent Management, HRIS, Workforce Planning, Performance Management, Change Management, Human Resources, Interviews, Training, Personnel Management, Temporary Placement, Internet Recruiting
Education
State University of New York College at Brockport 1991 — 1994
BS, Communications
TIAA-CREF June 2014 - Present
TIAA-CREF August 2012 - June 2014
TIAA-CREF April 2011 - August 2012
RoundPoint Financial Group July 2008 - February 2011
Excellus BCBS June 2006 - June 2007
The Summit Federal Credit Union October 2004 - June 2006
Global Crossing February 2000 - March 2002
Frontier Communications September 1996 - February 2000
Skills
Employee Relations, Benefits Administration, Recruiting, FMLA, Payroll, New Hire Orientations, Workers Compensation, Onboarding, Employee Benefits, Talent Acquisition, Succession Planning, Talent Management, HRIS, Workforce Planning, Performance Management, Change Management, Human Resources, Interviews, Training, Personnel Management, Temporary Placement, Internet Recruiting
Education
State University of New York College at Brockport 1991 — 1994
BS, Communications
Brandon Lyseski's RoundPoint Financial Group Experience March 2015 - Present
Job Foreclosure Operations Specialist
Industry Financial Services
Experience
RoundPoint Financial Group March 2015 - Present
North Carolina Department of the Secretary of State January 2013 - Present
RoundPoint Financial Group February 2015 - March 2015
RoundPoint Financial Group September 2013 - February 2015
Brooke and Brooke Attorneys August 2007 - May 2008
Skills
Leadership, Customer Service, Loss Mitigation, Foreclosures, Bankruptcy, Special Collections, Accounts Payable, Account Management, Business Correspondence, Philanthropy, Notary Public, Public Administration, Public Policy, RESPA, Typing, Title Abstractions, Sales, Retail, Banking
Education
UNC Charlotte 2008 — 2013
Bachelor's Degree, Political Science, Public Administration, Religious Studies, 3.4 GPA
South Rowan High School 2004 — 2008
High School, College Prep, 3.6 GPA
RoundPoint Financial Group March 2015 - Present
North Carolina Department of the Secretary of State January 2013 - Present
RoundPoint Financial Group February 2015 - March 2015
RoundPoint Financial Group September 2013 - February 2015
Brooke and Brooke Attorneys August 2007 - May 2008
Skills
Leadership, Customer Service, Loss Mitigation, Foreclosures, Bankruptcy, Special Collections, Accounts Payable, Account Management, Business Correspondence, Philanthropy, Notary Public, Public Administration, Public Policy, RESPA, Typing, Title Abstractions, Sales, Retail, Banking
Education
UNC Charlotte 2008 — 2013
Bachelor's Degree, Political Science, Public Administration, Religious Studies, 3.4 GPA
South Rowan High School 2004 — 2008
High School, College Prep, 3.6 GPA
Joseph Sheeran Joseph Sheeran's RoundPoint Financial Group Experience October 2013 - August 2014
Job Senior Loan Officer at Insight Financial Services
Industry Financial Services
Experience
Insight Loans August 2014 - Present
RoundPoint Financial Group October 2013 - August 2014
Shore Mortgage / United Wholesale Mortgage 2009 - September 2013
Oppenheimer & Co. August 2006 - December 2008
H&R BLOCK Financial Advisors May 1987 - August 2005
Skills
Mortgage Lending, Government Loans, VA loans, Loans, Refinance, Residential Mortgages, FHA, FHA financing, Loan Origination, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Finance, Referrals, USDA, Debt Consolidation, Home Equity Loans, Real Estate Financing
Education
Michigan State University 1982 — 1986
BA, COMMUNICATIONS/BUSINESS
Wylie E. Groves High School, Birmingham, MI 1979 — 1982
High School Diploma, College Preparatory
Insight Loans August 2014 - Present
RoundPoint Financial Group October 2013 - August 2014
Shore Mortgage / United Wholesale Mortgage 2009 - September 2013
Oppenheimer & Co. August 2006 - December 2008
H&R BLOCK Financial Advisors May 1987 - August 2005
Skills
Mortgage Lending, Government Loans, VA loans, Loans, Refinance, Residential Mortgages, FHA, FHA financing, Loan Origination, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Finance, Referrals, USDA, Debt Consolidation, Home Equity Loans, Real Estate Financing
Education
Michigan State University 1982 — 1986
BA, COMMUNICATIONS/BUSINESS
Wylie E. Groves High School, Birmingham, MI 1979 — 1982
High School Diploma, College Preparatory
Chris Barkan Chris Barkan's RoundPoint Financial Group Experience June 2012 - December 2014
Job Sales Manager at ConsumerDirect Mortgage, A Division of FirstBank
Industry Banking
Experience
ConsumerDirect Mortgage, A Division of FirstBank January 2015 - Present
RoundPoint Financial Group June 2012 - December 2014
Bank of America November 2010 - June 2012
Zenith Marketing Group February 2010 - October 2010
Wells Fargo September 2003 - January 2010
Skills
Sales, Analytical Skills, Project Management, People-oriented, Business Development, Presentations, Mortgage Lending, Credit, Banking, Mortgage Banking, Leadership, Loan Origination, FHA, Loans, Residential Mortgages, Refinance, FHA financing, VA loans, Management, Sales Management, FHA Financing, Credit Analysis, VA Loans, USDA
Education
UNCC 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ConsumerDirect Mortgage, A Division of FirstBank January 2015 - Present
RoundPoint Financial Group June 2012 - December 2014
Bank of America November 2010 - June 2012
Zenith Marketing Group February 2010 - October 2010
Wells Fargo September 2003 - January 2010
Skills
Sales, Analytical Skills, Project Management, People-oriented, Business Development, Presentations, Mortgage Lending, Credit, Banking, Mortgage Banking, Leadership, Loan Origination, FHA, Loans, Residential Mortgages, Refinance, FHA financing, VA loans, Management, Sales Management, FHA Financing, Credit Analysis, VA Loans, USDA
Education
UNCC 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tony Canzonieri Tony Canzonieri's RoundPoint Financial Group Experience September 2013 - June 2014
Job Sales Professional at PacVan Inc.
Industry Business Supplies and Equipment
Experience
Pac-Van, Inc. June 2001 - Present
RoundPoint Financial Group September 2013 - June 2014
Pac-Van, Inc. June 2001 - August 2013
Skills
CRM, Contract Management, Selling, Contract Negotiation, New Business Development, Building Relationships, Cold Calling, Negotiation, Project Management, Salesforce.com, Operations Management, Account Management, Sales, Sales Management, Sales Operations
Education
University of North Carolina at Charlotte 1995 — 2000
BS
Sun Valley High School
Pac-Van, Inc. June 2001 - Present
RoundPoint Financial Group September 2013 - June 2014
Pac-Van, Inc. June 2001 - August 2013
Skills
CRM, Contract Management, Selling, Contract Negotiation, New Business Development, Building Relationships, Cold Calling, Negotiation, Project Management, Salesforce.com, Operations Management, Account Management, Sales, Sales Management, Sales Operations
Education
University of North Carolina at Charlotte 1995 — 2000
BS
Sun Valley High School
Lauren Comer's RoundPoint Financial Group Experience March 2012 - June 2012
Job Mortgage Loan Processor at American Security Mortgage
Industry Financial Services
Experience
American Security Mortgage April 2013 - Present
ClearVision Funding July 2012 - March 2013
RoundPoint Financial Group March 2012 - June 2012
Walker Jackson Mortgage Corporation February 2011 - February 2012
Residential Mortgage Center August 2010 - February 2011
Skills
Mortgage, Refinance, Loans, USDA, FHA financing, Mortgage Underwriting, Customer Service, Credit Analysis, FHA, Real Estate, VA loans, Residential Mortgages, First Time Home Buyers
Education
University of North Carolina at Charlotte 2004 — 2009
American Security Mortgage April 2013 - Present
ClearVision Funding July 2012 - March 2013
RoundPoint Financial Group March 2012 - June 2012
Walker Jackson Mortgage Corporation February 2011 - February 2012
Residential Mortgage Center August 2010 - February 2011
Skills
Mortgage, Refinance, Loans, USDA, FHA financing, Mortgage Underwriting, Customer Service, Credit Analysis, FHA, Real Estate, VA loans, Residential Mortgages, First Time Home Buyers
Education
University of North Carolina at Charlotte 2004 — 2009
Isaiah Anderson's RoundPoint Financial Group Experience June 2012 - October 2012
Job Applications Engineer at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities October 2012 - Present
RoundPoint Financial Group June 2012 - October 2012
Aon Hewitt May 2010 - June 2012
HLM Technologies February 2009 - May 2010
Skills
SQL, Quality Assurance, System Testing, DB2/SQL, SSIS, OBIEE, Cognos, Leadership, Microsoft SQL Server, Project Management, Visio, Requirements Analysis, Customer Service, SharePoint, Testing, Analysis
Education
Pfeiffer University 2011 — 2012
Masters, Business Administration
Youngstown State University 2003 — 2008
Bachelors, Information Technology
Wells Fargo Securities October 2012 - Present
RoundPoint Financial Group June 2012 - October 2012
Aon Hewitt May 2010 - June 2012
HLM Technologies February 2009 - May 2010
Skills
SQL, Quality Assurance, System Testing, DB2/SQL, SSIS, OBIEE, Cognos, Leadership, Microsoft SQL Server, Project Management, Visio, Requirements Analysis, Customer Service, SharePoint, Testing, Analysis
Education
Pfeiffer University 2011 — 2012
Masters, Business Administration
Youngstown State University 2003 — 2008
Bachelors, Information Technology
Jeremy Abig Jeremy Abig's RoundPoint Financial Group Experience April 2008 - November 2010
Job Chief Financial Officer at Wyndham Capital Mortgage
Industry Financial Services
Experience
Wyndham Capital Mortgage November 2010 - Present
RoundPoint Financial Group April 2008 - November 2010
HSBC Mortgage Services/DecisionOne Mortgage April 2005 - February 2008
Wells Fargo Securities February 2003 - April 2005
Bank of America July 1995 - July 2001
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Corporate Budgeting, Financial Accounting, Microsoft Excel, QuickBooks, Great Plains Software, Treasury Management, Cash Flow Forecasting, PeopleSoft, FRx, Hyperion Essbase, Finance, Accounting, Auditing, Strategic Financial..., Cash Flow, Accounts Payable, GAAP, Essbase, Sarbanes-Oxley Act, Internal Controls, US GAAP, Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA, Finance & Marketing
University of North Carolina at Charlotte 1991 — 1995
BS, Accounting
Wyndham Capital Mortgage November 2010 - Present
RoundPoint Financial Group April 2008 - November 2010
HSBC Mortgage Services/DecisionOne Mortgage April 2005 - February 2008
Wells Fargo Securities February 2003 - April 2005
Bank of America July 1995 - July 2001
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Corporate Budgeting, Financial Accounting, Microsoft Excel, QuickBooks, Great Plains Software, Treasury Management, Cash Flow Forecasting, PeopleSoft, FRx, Hyperion Essbase, Finance, Accounting, Auditing, Strategic Financial..., Cash Flow, Accounts Payable, GAAP, Essbase, Sarbanes-Oxley Act, Internal Controls, US GAAP, Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA, Finance & Marketing
University of North Carolina at Charlotte 1991 — 1995
BS, Accounting
Erin Schweitzer Erin Schweitzer's RoundPoint Financial Group Experience July 2014 - Present
Job Foreclosure Supervisor at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group July 2014 - Present
RoundPoint Mortgage Comany June 2013 - July 2014
Accenture Credit Services June 2010 - June 2013
JPMorgan Chase March 2009 - January 2010
EquiFirst September 2008 - February 2009
Wachovia Bank February 2006 - August 2008
Wachovia Bank July 2003 - February 2006
Skills
Mortgage Lending, Underwriting, People Skills, Credit, Loans, Portfolio Management, Finance, Analysis, FHA, Management, Training, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Banking
Education
North Carolina State University - College of Management 1999 — 2003
BS, Business Managment
RoundPoint Financial Group July 2014 - Present
RoundPoint Mortgage Comany June 2013 - July 2014
Accenture Credit Services June 2010 - June 2013
JPMorgan Chase March 2009 - January 2010
EquiFirst September 2008 - February 2009
Wachovia Bank February 2006 - August 2008
Wachovia Bank July 2003 - February 2006
Skills
Mortgage Lending, Underwriting, People Skills, Credit, Loans, Portfolio Management, Finance, Analysis, FHA, Management, Training, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Banking
Education
North Carolina State University - College of Management 1999 — 2003
BS, Business Managment
Dawn Adams Dawn Adams's RoundPoint Financial Group Experience October 2014 - Present
Job Vice President Default Servicing at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group October 2014 - Present
RoundPoint Financial Group October 2010 - October 2014
RoundPoint Financial Group October 2009 - October 2010
Taylor Bean and Whitaker January 2005 - October 2009
Taylor Bean and Whitaker January 2000 - January 2005
Skills
Negotiation, PowerPoint, Team Building, Microsoft Office, Mortgage Servicing, Project Management, Mortgage Lending, Analysis
Education
Santa Fe College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration
University of Florida 1992 — 1995
Zoology/Animal Biology
RoundPoint Financial Group October 2014 - Present
RoundPoint Financial Group October 2010 - October 2014
RoundPoint Financial Group October 2009 - October 2010
Taylor Bean and Whitaker January 2005 - October 2009
Taylor Bean and Whitaker January 2000 - January 2005
Skills
Negotiation, PowerPoint, Team Building, Microsoft Office, Mortgage Servicing, Project Management, Mortgage Lending, Analysis
Education
Santa Fe College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration
University of Florida 1992 — 1995
Zoology/Animal Biology
Sandra Cabra Sandra Cabra's RoundPoint Financial Group Experience June 2015 - Present
Job Cash Management Analyst QA at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group June 2015 - Present
RoundPoint Financial Group October 2013 - June 2015
RoundPoint Financial Group September 2012 - 2013
Solucion, LLC April 2012 - July 2012
Solucion LLC April 2011 - April 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Finance, Outlook, PowerPoint, Microsoft Word, Leadership, Continuous Improvement, Pivot Tables, Inventory Analysis, Customer Satisfaction, Customer Support, Collections, LPS, Organization Skills, Teamwork, Spanish, Nonprofits, Mortgage Servicing, Team Leadership, Easily Adaptable, Banking, Risk Management, Time Management, Quality Assurance
Education
University of North Carolina at Charlotte 2012 — 2015
Finance, Risk Management and Insurance
University of EAFIT 2001 — 2007
Bachelor of Arts, Business Administration
RoundPoint Financial Group June 2015 - Present
RoundPoint Financial Group October 2013 - June 2015
RoundPoint Financial Group September 2012 - 2013
Solucion, LLC April 2012 - July 2012
Solucion LLC April 2011 - April 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Finance, Outlook, PowerPoint, Microsoft Word, Leadership, Continuous Improvement, Pivot Tables, Inventory Analysis, Customer Satisfaction, Customer Support, Collections, LPS, Organization Skills, Teamwork, Spanish, Nonprofits, Mortgage Servicing, Team Leadership, Easily Adaptable, Banking, Risk Management, Time Management, Quality Assurance
Education
University of North Carolina at Charlotte 2012 — 2015
Finance, Risk Management and Insurance
University of EAFIT 2001 — 2007
Bachelor of Arts, Business Administration
Diane Wilkowski Diane Wilkowski's RoundPoint Financial Group Experience February 2011 - April 2012
Job Sr. Mortgage Consultant at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC December 2014 - Present
ERates Mortgage/ Formally First Financial Services September 2012 - Present
RoundPoint Financial Group February 2011 - April 2012
Real Estate Mortgage Network February 2009 - January 2011
American Mortgage April 2007 - April 2009
Champion Mortgage/Keybank September 1994 - March 2007
Skills
Sales Management, Mortgage Lending, Sales, Recruiting, Selling, Negotiation, Business Development, Refinance, Loans, Loan Origination, Mortgage Banking, Credit, Budgets, Residential Mortgages, Real Estate, First Time Home Buyers, Banking, USDA, FHA financing, Financial Analysis, Insurance, VA loans, VA Loans
Education
St. Peter's College 1988 — 1990
BS, Marketing
Saint John's University 1985 — 1987
Marketing
New Penn Financial, LLC December 2014 - Present
ERates Mortgage/ Formally First Financial Services September 2012 - Present
RoundPoint Financial Group February 2011 - April 2012
Real Estate Mortgage Network February 2009 - January 2011
American Mortgage April 2007 - April 2009
Champion Mortgage/Keybank September 1994 - March 2007
Skills
Sales Management, Mortgage Lending, Sales, Recruiting, Selling, Negotiation, Business Development, Refinance, Loans, Loan Origination, Mortgage Banking, Credit, Budgets, Residential Mortgages, Real Estate, First Time Home Buyers, Banking, USDA, FHA financing, Financial Analysis, Insurance, VA loans, VA Loans
Education
St. Peter's College 1988 — 1990
BS, Marketing
Saint John's University 1985 — 1987
Marketing
Karie Snyder Karie Snyder's RoundPoint Financial Group Experience January 2013 - May 2013
Job Mortgage Loan Processor at Sebonic Financial
Industry Financial Services
Experience
Sebonic Financial May 2013 - Present
Sebonic Financial May 2013 - Present
RoundPoint Financial Group January 2013 - May 2013
Hickory Tavern January 2006 - January 2013
Velocity Sports Performance January 2010 - May 2010
Skills
Customer Service, Marketing Strategy, Sales Management, Training, Alcoholic Beverages, Beer, Budgets, Wine, Sports, Fitness, Sports Marketing, Cpr Certified, Sports Management, Event Planning, Sales
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelor of Applied Science (BASc), Kinesiology and Exercise Science
Sebonic Financial May 2013 - Present
Sebonic Financial May 2013 - Present
RoundPoint Financial Group January 2013 - May 2013
Hickory Tavern January 2006 - January 2013
Velocity Sports Performance January 2010 - May 2010
Skills
Customer Service, Marketing Strategy, Sales Management, Training, Alcoholic Beverages, Beer, Budgets, Wine, Sports, Fitness, Sports Marketing, Cpr Certified, Sports Management, Event Planning, Sales
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelor of Applied Science (BASc), Kinesiology and Exercise Science
Bret Turner Bret Turner's RoundPoint Financial Group Experience August 2012 - July 2014
Job Client Services Director at Robert Half Management Resources
Industry Banking
Experience
Robert Half Management Resources January 2015 - Present
Carolina Premier Bank July 2014 - October 2014
RoundPoint Financial Group August 2012 - July 2014
RoundPoint Financial Group November 2011 - August 2012
Wachovia, A Wells Fargo Company October 1998 - November 2011
Wachovia, A Wells Fargo Company March 1997 - September 1998
Skills
Loans, Banking, Asset, Credit, Financial Analysis, Refinance, Customer Relations, Customer Service, Underwriting, Mortgage Lending, Deposits, Cross Selling, Negotiation, Documentation, Portfolio Management, Loan Servicing, Credit Risk, Wealth Management, Credit Analysis, Project Management, Retail Banking, Mortgage Servicing, Mortgage Banking, Sales Management, Customer Satisfaction, Sales, Finance, Financial Services, Risk Management, Residential Mortgages, Loss Mitigation, FHA, Consumer Lending, Strategy, Relationship Management, Lines Of Credit, Training, Default, Private Banking, Home Equity, LPS, Mortgage Underwriting, Loan Origination, Small Business Lending, Management, Mergers & Acquisitions, Commercial Lending, CRM, Investments, Asset Based Lending
Education
Harvard Business School Alumni Club of Charlotte 2012 — 2012
Management Development, Management Development Program
Southern Illinois University, Carbondale 1994 — 1996
Bachelors of Science, Accounting and Banking & Finance
Robert Half Management Resources January 2015 - Present
Carolina Premier Bank July 2014 - October 2014
RoundPoint Financial Group August 2012 - July 2014
RoundPoint Financial Group November 2011 - August 2012
Wachovia, A Wells Fargo Company October 1998 - November 2011
Wachovia, A Wells Fargo Company March 1997 - September 1998
Skills
Loans, Banking, Asset, Credit, Financial Analysis, Refinance, Customer Relations, Customer Service, Underwriting, Mortgage Lending, Deposits, Cross Selling, Negotiation, Documentation, Portfolio Management, Loan Servicing, Credit Risk, Wealth Management, Credit Analysis, Project Management, Retail Banking, Mortgage Servicing, Mortgage Banking, Sales Management, Customer Satisfaction, Sales, Finance, Financial Services, Risk Management, Residential Mortgages, Loss Mitigation, FHA, Consumer Lending, Strategy, Relationship Management, Lines Of Credit, Training, Default, Private Banking, Home Equity, LPS, Mortgage Underwriting, Loan Origination, Small Business Lending, Management, Mergers & Acquisitions, Commercial Lending, CRM, Investments, Asset Based Lending
Education
Harvard Business School Alumni Club of Charlotte 2012 — 2012
Management Development, Management Development Program
Southern Illinois University, Carbondale 1994 — 1996
Bachelors of Science, Accounting and Banking & Finance
Brendan Carlson Brendan Carlson's RoundPoint Financial Group Experience July 2013 - May 2014
Job V.P. Production at B2R Finance
Industry Financial Services
Experience
B2R Finance May 2014 - Present
RoundPoint Financial Group July 2013 - May 2014
RoundPoint Financial Group May 2012 - July 2013
Bank of America April 2009 - May 2012
EquiFirst Corp. September 1997 - April 2009
Beneficial Corp. August 1996 - September 1997
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Residential Mortgages, FHA, USDA, Underwriting, Sales Management, Leadership, Sales, Cold Calling, Selling, VA loans, Marketing, Management
Education
University at Buffalo 1991 — 1995
B.S. in Business Administration, Business, Marketing, Sales
Southwestern
B2R Finance May 2014 - Present
RoundPoint Financial Group July 2013 - May 2014
RoundPoint Financial Group May 2012 - July 2013
Bank of America April 2009 - May 2012
EquiFirst Corp. September 1997 - April 2009
Beneficial Corp. August 1996 - September 1997
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Residential Mortgages, FHA, USDA, Underwriting, Sales Management, Leadership, Sales, Cold Calling, Selling, VA loans, Marketing, Management
Education
University at Buffalo 1991 — 1995
B.S. in Business Administration, Business, Marketing, Sales
Southwestern
Oscar Guijarro Paulin Oscar Guijarro Paulin's RoundPoint Financial Group Experience February 2014 - April 2014
Job Student at SMU Cox School of Business
Industry Financial Services
Experience
Dun & Bradstreet June 2015 - Present
Wells Fargo October 2014 - March 2015
Town Square Financial May 2014 - September 2014
RoundPoint Financial Group February 2014 - April 2014
Crosscountry Mortgage May 2013 - January 2014
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Forecasting, Banking, Process Improvement, Sales, Operations Management, Finance, Customer Satisfaction, USDA, FHA, Refinance, Investment Properties, First Time Home Buyers, Management
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Bachelor's Degree (BBA), Finance and Financial Management Services, Junior
Mountain View College 2007 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Dun & Bradstreet June 2015 - Present
Wells Fargo October 2014 - March 2015
Town Square Financial May 2014 - September 2014
RoundPoint Financial Group February 2014 - April 2014
Crosscountry Mortgage May 2013 - January 2014
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Forecasting, Banking, Process Improvement, Sales, Operations Management, Finance, Customer Satisfaction, USDA, FHA, Refinance, Investment Properties, First Time Home Buyers, Management
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Bachelor's Degree (BBA), Finance and Financial Management Services, Junior
Mountain View College 2007 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Tony Cuevas's RoundPoint Financial Group Experience June 2010 - January 2012
Job Senior Technical Consultant at CDI Southeast
Industry Information Technology and Services
Experience
CDI Southeast January 2012 - Present
RoundPoint Financial Group June 2010 - January 2012
INX December 2009 - June 2010
CBE Technologies February 2004 - November 2009
Skills
Cisco Technologies, CCNA, VoIP, Wireless Networking, System Deployment, Cisco Certified, Unified Communications, Firewalls, Cisco IOS, Network Security, Active Directory, CCDA, MCSE 2003, Cisco Call Manager, Cisco Wireless, CCNP Voice, Cisco Firewall Security, RightFax, Palo Alto, UCCX, Cisco Unity, Citrix, Wireless, Catalyst Switches, WAN, Networking, VMware Infrastructure, Switches, VPN, Windows Server, ITIL, CCNP, Telephony, Microsoft Exchange, Cisco Nexus, Troubleshooting, Network Design, Microsoft Certified..., DNS, Network Administration, ASA, Servers, Integration, Network Engineering, Blackberry Enterprise..., VMware ESX, Routing, Cisco Routers, Cisco UCS, Microsoft Technologies
Education
Penn State University 1995 — 1996
The ComputerTraining.com 2002 — 2002
Microsoft Certifications, Information Systems
New Rochelle High School 1991 — 1995
CDI Southeast January 2012 - Present
RoundPoint Financial Group June 2010 - January 2012
INX December 2009 - June 2010
CBE Technologies February 2004 - November 2009
Skills
Cisco Technologies, CCNA, VoIP, Wireless Networking, System Deployment, Cisco Certified, Unified Communications, Firewalls, Cisco IOS, Network Security, Active Directory, CCDA, MCSE 2003, Cisco Call Manager, Cisco Wireless, CCNP Voice, Cisco Firewall Security, RightFax, Palo Alto, UCCX, Cisco Unity, Citrix, Wireless, Catalyst Switches, WAN, Networking, VMware Infrastructure, Switches, VPN, Windows Server, ITIL, CCNP, Telephony, Microsoft Exchange, Cisco Nexus, Troubleshooting, Network Design, Microsoft Certified..., DNS, Network Administration, ASA, Servers, Integration, Network Engineering, Blackberry Enterprise..., VMware ESX, Routing, Cisco Routers, Cisco UCS, Microsoft Technologies
Education
Penn State University 1995 — 1996
The ComputerTraining.com 2002 — 2002
Microsoft Certifications, Information Systems
New Rochelle High School 1991 — 1995
Cooper Anderson Cooper Anderson's RoundPoint Financial Group Experience January 2014 - Present
Job Your best choice
Industry Writing and Editing
Experience
RoundPoint Financial Group January 2014 - Present
YMCA of Greater Charlotte October 2010 - May 2013
Gwynn Valley 2013 - 2013
Skills
English Literature, English grammar, Academic English, Creative Writing, Editing, Critical Thinking, Childcare
Education
UNC Charlotte 2008 — 2013
RoundPoint Financial Group January 2014 - Present
YMCA of Greater Charlotte October 2010 - May 2013
Gwynn Valley 2013 - 2013
Skills
English Literature, English grammar, Academic English, Creative Writing, Editing, Critical Thinking, Childcare
Education
UNC Charlotte 2008 — 2013
Edson Parra Ramos's RoundPoint Financial Group Experience March 2014 - Present
Job Property Preservation Specialist at RoundPoint Financial Group
Industry Public Policy
Experience
RoundPoint Financial Group March 2014 - Present
UNC Charlotte July 2012 - Present
RoundPoint Financial Group December 2012 - February 2014
Trillium Links and Lake Club May 2012 - August 2012
Western Carolina University August 2008 - May 2012
La Casera Tortilleria, Inc May 2011 - December 2011
Western Carolina University June 2010 - June 2010
Skills
Spanish, Immigration, Microsoft Office, SPSS, Latin American Studies, European Studies, International Relations, Political Science, Critical Thinking
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Public Administration (M.P.A.)
Western Carolina University 2008 — 2012
Bachelor of Science and Bachelor of Arts, Political Science, International Studies, Spanish
RoundPoint Financial Group March 2014 - Present
UNC Charlotte July 2012 - Present
RoundPoint Financial Group December 2012 - February 2014
Trillium Links and Lake Club May 2012 - August 2012
Western Carolina University August 2008 - May 2012
La Casera Tortilleria, Inc May 2011 - December 2011
Western Carolina University June 2010 - June 2010
Skills
Spanish, Immigration, Microsoft Office, SPSS, Latin American Studies, European Studies, International Relations, Political Science, Critical Thinking
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Public Administration (M.P.A.)
Western Carolina University 2008 — 2012
Bachelor of Science and Bachelor of Arts, Political Science, International Studies, Spanish
Amy Haglund Amy Haglund's RoundPoint Financial Group Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
RoundPoint Financial Group 2008 - 2010
Catalent Pharma Solutions 2004 - 2007
Canon Business Solutions 2002 - 2004
Skills
Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Financial Services, Outlook, Microsoft Word, Quality Assurance, PowerPoint, Management, Analysis, Credit, Project Management, Leadership, Access, Inventory Analysis, Purchasing
Education
Temple University 1995 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
RoundPoint Financial Group 2008 - 2010
Catalent Pharma Solutions 2004 - 2007
Canon Business Solutions 2002 - 2004
Skills
Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Financial Services, Outlook, Microsoft Word, Quality Assurance, PowerPoint, Management, Analysis, Credit, Project Management, Leadership, Access, Inventory Analysis, Purchasing
Education
Temple University 1995 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
Amber Donley Amber Donley's RoundPoint Financial Group Experience September 2012 - Present
Job Customer Service Specialist at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group September 2012 - Present
TPM January 2012 - April 2012
CVS Pharmacy April 2006 - December 2011
Skills
Translation Memory, Customer Service, Mortgage Servicing, Pharmacy, English & Spanish...
Education
University of North Carolina at Charlotte 2012 — 2014
Master's degree, Spanish Translation
University of North Carolina at Greensboro 2008 — 2011
Bachelor's degree, Spanish Language and Literature
RoundPoint Financial Group September 2012 - Present
TPM January 2012 - April 2012
CVS Pharmacy April 2006 - December 2011
Skills
Translation Memory, Customer Service, Mortgage Servicing, Pharmacy, English & Spanish...
Education
University of North Carolina at Charlotte 2012 — 2014
Master's degree, Spanish Translation
University of North Carolina at Greensboro 2008 — 2011
Bachelor's degree, Spanish Language and Literature
Kim Parker Spain, CAMS Kim Parker Spain, CAMS's RoundPoint Financial Group Experience January 2015 - Present
Job SVP of Risk Management
Industry Banking
Experience
RoundPoint Financial Group January 2015 - Present
RoundPoint Financial Group April 2013 - January 2015
Bank of America November 2011 - April 2013
Aquesta Bank May 2009 - November 2011
AmTrust Bank February 2007 - May 2009
Meineke Car Care Centers, Inc. November 2004 - February 2007
Skills
Leadership, Internal Audit, Financial Analysis, Auditing, Banking, Risk Management, Strategy, Enterprise Risk...
Education
Strayer University 2009 — 2012
MBA, Finance
The University of Akron 2000 — 2004
BBA, Corporate Finance/Financial Services
RoundPoint Financial Group January 2015 - Present
RoundPoint Financial Group April 2013 - January 2015
Bank of America November 2011 - April 2013
Aquesta Bank May 2009 - November 2011
AmTrust Bank February 2007 - May 2009
Meineke Car Care Centers, Inc. November 2004 - February 2007
Skills
Leadership, Internal Audit, Financial Analysis, Auditing, Banking, Risk Management, Strategy, Enterprise Risk...
Education
Strayer University 2009 — 2012
MBA, Finance
The University of Akron 2000 — 2004
BBA, Corporate Finance/Financial Services
Mike Secinaro Mike Secinaro's RoundPoint Financial Group Experience January 2012 - July 2012
Job District Coordinator at ZipRealty
Industry Real Estate
Experience
Zip Realty Residential Brokerage August 2014 - Present
Citi July 2012 - Present
Nova Home Loans June 2011 - November 2012
RoundPoint Financial Group January 2012 - July 2012
Evofi One October 2010 - May 2011
Zip Realty January 2006 - September 2010
Prime Source Real Estate 2005 - 2006
Mortgage Investors Corporation 2004 - 2005
Move.com 2000 - 2004
Skills
Mortgage Origination,..., Leadership Development, Microsoft Office, Sales, Sales Presentations, Team Leadership, Revenue Forecasting, Mortgage Marketing, Sales Prospecting, Marketing, Management, Mortgage Banking, Mortgage Lending, Negotiation, New Home Sales, REO, Real Estate, Real Estate Financing, Referrals, Refinance, Residential Mortgages, Sellers, Selling, Short Sales, Investment Properties, Loans, FHA, Listings, FHA financing, Foreclosures, Training, First Time Home Buyers
Education
Moorpark College 1999 — 2001
Visual Basic Programming
Northern Michigan University 1985 — 1990
Sociology / Marketing
Zip Realty Residential Brokerage August 2014 - Present
Citi July 2012 - Present
Nova Home Loans June 2011 - November 2012
RoundPoint Financial Group January 2012 - July 2012
Evofi One October 2010 - May 2011
Zip Realty January 2006 - September 2010
Prime Source Real Estate 2005 - 2006
Mortgage Investors Corporation 2004 - 2005
Move.com 2000 - 2004
Skills
Mortgage Origination,..., Leadership Development, Microsoft Office, Sales, Sales Presentations, Team Leadership, Revenue Forecasting, Mortgage Marketing, Sales Prospecting, Marketing, Management, Mortgage Banking, Mortgage Lending, Negotiation, New Home Sales, REO, Real Estate, Real Estate Financing, Referrals, Refinance, Residential Mortgages, Sellers, Selling, Short Sales, Investment Properties, Loans, FHA, Listings, FHA financing, Foreclosures, Training, First Time Home Buyers
Education
Moorpark College 1999 — 2001
Visual Basic Programming
Northern Michigan University 1985 — 1990
Sociology / Marketing
Greg Sherrard Greg Sherrard's RoundPoint Financial Group Experience May 2013 - January 2014
Job Asset Manager at BSI Financial Services Inc
Industry Banking
Experience
BSI Financial Services Inc February 2014 - Present
RoundPoint Financial Group May 2013 - January 2014
CityWorth LLC December 2012 - March 2013
Lexus of Rockville November 2010 - September 2012
Skills
Loss Mitigation, Debt Restructuring, Bad Debt, Sales, Finance, Investment Properties, Sales Management, Customer Service, Mortgage Banking, Team Building, Negotiation, Customer Retention, Residential Mortgages, Credit, Business Planning, Pricing, Customer Satisfaction, Product Development, Business Development, New Business Development, Strategic Planning, Analysis, Banking, Sales Operations, Team Leadership, Customer Relations, Debt Management, Debt Settlement, Management, Financial Services, Real Estate, VA Loans, FHA Financing
Education
University of Maryland College Park 1976 — 1980
Bachelors, Math
Walt Whitman High School 1973 — 1976
HS Diploma
Bannockburn Elementary 1963 — 1970
BSI Financial Services Inc February 2014 - Present
RoundPoint Financial Group May 2013 - January 2014
CityWorth LLC December 2012 - March 2013
Lexus of Rockville November 2010 - September 2012
Skills
Loss Mitigation, Debt Restructuring, Bad Debt, Sales, Finance, Investment Properties, Sales Management, Customer Service, Mortgage Banking, Team Building, Negotiation, Customer Retention, Residential Mortgages, Credit, Business Planning, Pricing, Customer Satisfaction, Product Development, Business Development, New Business Development, Strategic Planning, Analysis, Banking, Sales Operations, Team Leadership, Customer Relations, Debt Management, Debt Settlement, Management, Financial Services, Real Estate, VA Loans, FHA Financing
Education
University of Maryland College Park 1976 — 1980
Bachelors, Math
Walt Whitman High School 1973 — 1976
HS Diploma
Bannockburn Elementary 1963 — 1970
Erika Camacho Erika Camacho's RoundPoint Financial Group Experience August 2013 - December 2014
Job Director of Processing at Cardinal Financial Company, Limited Partnership
Industry Financial Services
Experience
Cardinal Financial Company, Limited Partnership June 2015 - Present
Cardinal Financial, LP January 2015 - Present
RoundPoint Financial Group August 2013 - December 2014
Residential Finance - Klein Mortgage Group April 2012 - August 2013
Bank of America - Aerotek 2010 - 2011
Premier Home Mortgage 2004 - 2007
Skills
Mortgage Lending, Loans, Credit, Banking, Customer Service, Microsoft Excel, Mortgage Banking, Microsoft Office, Process Improvement, FHA, Credit Analysis, Outlook, Loan Origination, Management, Microsoft Word, Refinance, PowerPoint, Risk Management, Residential Mortgages, Mortgage Servicing, Mortgage Underwriting, VA loans, Loss Mitigation, CRM, FHA financing
Education
Pace University
Cardinal Financial Company, Limited Partnership June 2015 - Present
Cardinal Financial, LP January 2015 - Present
RoundPoint Financial Group August 2013 - December 2014
Residential Finance - Klein Mortgage Group April 2012 - August 2013
Bank of America - Aerotek 2010 - 2011
Premier Home Mortgage 2004 - 2007
Skills
Mortgage Lending, Loans, Credit, Banking, Customer Service, Microsoft Excel, Mortgage Banking, Microsoft Office, Process Improvement, FHA, Credit Analysis, Outlook, Loan Origination, Management, Microsoft Word, Refinance, PowerPoint, Risk Management, Residential Mortgages, Mortgage Servicing, Mortgage Underwriting, VA loans, Loss Mitigation, CRM, FHA financing
Education
Pace University
Paul Farrington Paul Farrington's RoundPoint Financial Group Experience June 2013 - April 2014
Job Senior Account Executive at B2R Finance
Industry Financial Services
Experience
B2R Finance April 2014 - Present
RoundPoint Financial Group June 2013 - April 2014
Residential Finance August 2012 - July 2013
Lehman Brothers October 2003 - May 2008
Residential Finance Corporation April 2001 - October 2003
Fidelity Mortgage 1999 - 2001
Maxium Impact Teleservices, a div of Nightingale-Conant Corp. February 1997 - October 1999
Skills
New Business Development, Strategic Selling, Hunting, CRM, Sales Process, Loan Origination, Loan Officers, Mortgage Lending, Sales, Cold Calling, Management, Selling, Banking, Finance, Loans, Refinance, FHA, Residential Mortgages, Mortgage Banking, Credit Analysis, Credit
Education
State University of New York at New Paltz
Bachelor's degree, Liberal Arts
Saint Bonaventure University
Business/Liberal Arts
B2R Finance April 2014 - Present
RoundPoint Financial Group June 2013 - April 2014
Residential Finance August 2012 - July 2013
Lehman Brothers October 2003 - May 2008
Residential Finance Corporation April 2001 - October 2003
Fidelity Mortgage 1999 - 2001
Maxium Impact Teleservices, a div of Nightingale-Conant Corp. February 1997 - October 1999
Skills
New Business Development, Strategic Selling, Hunting, CRM, Sales Process, Loan Origination, Loan Officers, Mortgage Lending, Sales, Cold Calling, Management, Selling, Banking, Finance, Loans, Refinance, FHA, Residential Mortgages, Mortgage Banking, Credit Analysis, Credit
Education
State University of New York at New Paltz
Bachelor's degree, Liberal Arts
Saint Bonaventure University
Business/Liberal Arts
Benjamin Ried's RoundPoint Financial Group Experience March 2012 - October 2013
Job Senior Account Executive at B2R Finance
Industry Banking
Experience
B2R Finance March 2014 - Present
Sebonic Financial December 2013 - April 2014
RoundPoint Financial Group March 2012 - October 2013
Bank of America April 2009 - April 2012
EquiFirst Corporation (Barclays Capital) September 2004 - February 2009
Chase 2002 - 2004
Skills
Time Management, Leadership, Sales Management, Sales, Mortgage Banking, Account Management, Mortgage Lending, Forecasting, Product Development, Underwriting, Customer Service, Loans, Salesforce.com, Loan Origination, Credit, FHA, USDA, Residential Mortgages, FHA financing, FHA Financing
Education
University of North Carolina at Greensboro 1995 — 2000
Bachelor of Science
B2R Finance March 2014 - Present
Sebonic Financial December 2013 - April 2014
RoundPoint Financial Group March 2012 - October 2013
Bank of America April 2009 - April 2012
EquiFirst Corporation (Barclays Capital) September 2004 - February 2009
Chase 2002 - 2004
Skills
Time Management, Leadership, Sales Management, Sales, Mortgage Banking, Account Management, Mortgage Lending, Forecasting, Product Development, Underwriting, Customer Service, Loans, Salesforce.com, Loan Origination, Credit, FHA, USDA, Residential Mortgages, FHA financing, FHA Financing
Education
University of North Carolina at Greensboro 1995 — 2000
Bachelor of Science
William T Williams William T Williams's RoundPoint Financial Group Experience August 2013 - September 2014
Job Business Solutions Analyst at Babson Capital Management
Industry Information Technology and Services
Experience
Babson Capital Management September 2014 - Present
RoundPoint Financial Group August 2013 - September 2014
Wells Fargo 2012 - 2013
Skills
Customer Service, Management, SQL, Networking, Microsoft Excel, Sales, Computer Hardware, Mortgage Lending, Microsoft Office, Troubleshooting, Web Design, HTML, Mortgage Servicing, PowerPoint, Windows 7, Databases, Loans, Mortgage Banking, Telephone Skills, Visual Studio, SSIS, RSS, SSRS, Microsoft Word, Microsoft Visual Studio..., Windows, T-SQL, Web Development, Windows Firewall, Inventory, Wireless Networking, Residential Mortgages, Computer Repair, Managing Database, Visual Basic, Processing, TCP/IP, ERD, Printers, Windows Vista, Windows XP Pro, Windows 2000, Phone Skills, Antivirus, Wireless Security, Computer Maintenance, LIS, SharePoint, Software Documentation, Analysis
Education
University of North Carolina at Charlotte 2010 — 2012
BSBA, Management Information Systems, General
University of Kansas 2008 — 2010
Management Information Systems, General
Babson Capital Management September 2014 - Present
RoundPoint Financial Group August 2013 - September 2014
Wells Fargo 2012 - 2013
Skills
Customer Service, Management, SQL, Networking, Microsoft Excel, Sales, Computer Hardware, Mortgage Lending, Microsoft Office, Troubleshooting, Web Design, HTML, Mortgage Servicing, PowerPoint, Windows 7, Databases, Loans, Mortgage Banking, Telephone Skills, Visual Studio, SSIS, RSS, SSRS, Microsoft Word, Microsoft Visual Studio..., Windows, T-SQL, Web Development, Windows Firewall, Inventory, Wireless Networking, Residential Mortgages, Computer Repair, Managing Database, Visual Basic, Processing, TCP/IP, ERD, Printers, Windows Vista, Windows XP Pro, Windows 2000, Phone Skills, Antivirus, Wireless Security, Computer Maintenance, LIS, SharePoint, Software Documentation, Analysis
Education
University of North Carolina at Charlotte 2010 — 2012
BSBA, Management Information Systems, General
University of Kansas 2008 — 2010
Management Information Systems, General
Stacey Tatara Stacey Tatara's RoundPoint Financial Group Experience August 2012 - September 2014
Job Senior Mortgage Underwriter FNMA/FHLMC/DE
Industry Real Estate
Experience
AnnieMac Home Mortgage May 2015 - Present
Credit Union Mortgage Assoc. December 2014 - Present
RoundPoint Financial Group August 2012 - September 2014
Indecomm Global Services August 2010 - August 2012
Ashburn Girls Softball League July 2008 - July 2011
Horizon Consulting January 2009 - September 2010
Apple Federal Credit Union April 2008 - January 2009
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, FHA, Residential Mortgages, Loans, FHA financing, Loan Servicing, Credit, Underwriting, Loan Origination, Refinance, Consumer Lending, Credit Risk, Credit Analysis, FHA Financing
Education
Marymount University 1986 — 1990
Political Science and Government
AnnieMac Home Mortgage May 2015 - Present
Credit Union Mortgage Assoc. December 2014 - Present
RoundPoint Financial Group August 2012 - September 2014
Indecomm Global Services August 2010 - August 2012
Ashburn Girls Softball League July 2008 - July 2011
Horizon Consulting January 2009 - September 2010
Apple Federal Credit Union April 2008 - January 2009
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, FHA, Residential Mortgages, Loans, FHA financing, Loan Servicing, Credit, Underwriting, Loan Origination, Refinance, Consumer Lending, Credit Risk, Credit Analysis, FHA Financing
Education
Marymount University 1986 — 1990
Political Science and Government
Adam Lane Adam Lane's RoundPoint Financial Group Experience November 2011 - May 2013
Job Sr. Mortgage Banker at Consumer Direct Mortgage
Industry Financial Services
Experience
Consumer Direct Mortgage September 2014 - Present
Cardinal Financial Company May 2013 - June 2014
RoundPoint Financial Group November 2011 - May 2013
GMAC ResCap 2007 - 2010
Option One Mortgage 2002 - 2007
Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Refinance, VA loans, USDA, Credit, FHA financing, Loss Mitigation, Underwriting, Certified Mortgage..., Government Loans, Real Estate
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Finance
Consumer Direct Mortgage September 2014 - Present
Cardinal Financial Company May 2013 - June 2014
RoundPoint Financial Group November 2011 - May 2013
GMAC ResCap 2007 - 2010
Option One Mortgage 2002 - 2007
Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Refinance, VA loans, USDA, Credit, FHA financing, Loss Mitigation, Underwriting, Certified Mortgage..., Government Loans, Real Estate
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Finance
Peggy Boggs Peggy Boggs's RoundPoint Financial Group Experience 2013 - February 2014
Job Consumer Loan Underwriter 2 at Wells Fargo
Industry Financial Services
Experience
RoundPoint Financial Group 2013 - February 2014
Wells Fargo Home Mortgage November 2010 - January 2013
H & R Block January 2010 - April 2012
H & R Block November 2008 - January 2010
H & R Block November 2008 - January 2010
Allen Tate Mortgage October 2007 - August 2008
DHI Mortgage March 2005 - July 2007
Ameritrust 2004 - 2005
Wells Fargo Home Mortgage 2004 - 2005
Skills
Accounting, QuickBooks, Tax Preparation, Tax, Customer Service, Finance, Loans, Management, Mortgage Lending, Process Improvement, Small Business, Time Management, Training, Financial Analysis, Sales, Mortgage Banking, Credit, Loan Origination
Education
Montreat College 2003 — 2007
Bachelors Degree, Business Administration
Daniel High School
RoundPoint Financial Group 2013 - February 2014
Wells Fargo Home Mortgage November 2010 - January 2013
H & R Block January 2010 - April 2012
H & R Block November 2008 - January 2010
H & R Block November 2008 - January 2010
Allen Tate Mortgage October 2007 - August 2008
DHI Mortgage March 2005 - July 2007
Ameritrust 2004 - 2005
Wells Fargo Home Mortgage 2004 - 2005
Skills
Accounting, QuickBooks, Tax Preparation, Tax, Customer Service, Finance, Loans, Management, Mortgage Lending, Process Improvement, Small Business, Time Management, Training, Financial Analysis, Sales, Mortgage Banking, Credit, Loan Origination
Education
Montreat College 2003 — 2007
Bachelors Degree, Business Administration
Daniel High School
Courtney Burns Courtney Burns's RoundPoint Financial Group Experience June 2013 - August 2014
Job Mortgage Loan Officer at Cardinal Financial
Industry Financial Services
Experience
Cardinal Financial, LP August 2014 - Present
RoundPoint Financial Group June 2013 - August 2014
Reliance First Capital February 2013 - June 2013
My Townhome Realty August 2011 - March 2013
My Townhome Realty August 2011 - August 2012
Skills
Customer Service..., Business Relationship..., Building Relationships, Auditing, Real Estate, Loan Origination, Refinance, Credit Analysis, Customer Retention, Finance, Coordinating Meetings, First Time Home Buyers, Loans, Relationship Building, Customer Service, Investment Properties, Mortgage Lending
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor's degree, Finance
Cardinal Financial, LP August 2014 - Present
RoundPoint Financial Group June 2013 - August 2014
Reliance First Capital February 2013 - June 2013
My Townhome Realty August 2011 - March 2013
My Townhome Realty August 2011 - August 2012
Skills
Customer Service..., Business Relationship..., Building Relationships, Auditing, Real Estate, Loan Origination, Refinance, Credit Analysis, Customer Retention, Finance, Coordinating Meetings, First Time Home Buyers, Loans, Relationship Building, Customer Service, Investment Properties, Mortgage Lending
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor's degree, Finance
Adreese Ahmadi Adreese Ahmadi's RoundPoint Financial Group Experience June 2014 - Present
Job Finance student looking for opportunities in the financial sector
Industry Financial Services
Experience
RoundPoint Financial Group June 2014 - Present
Ross Stores, Inc. June 2012 - August 2013
Chrysler Group LLC February 2010 - March 2011
CVS Caremark Corporation 2007 - 2010
Skills
Customer Service, Leadership, Management, Microsoft Excel, Sales, PowerPoint, Time Management, Finance, Microsoft Office, Microsoft Word, Auditing, Access, Teamwork, Loss Prevention, Stock Market, Social Networking, Event Planning, Outlook
Education
University of North Carolina at Charlotte 2013 — 2015
Bachelor of Science in Business Administration, Finance, General
Wake Technical Community College 2011 — 2013
Associate of Arts (AA), General Studies
RoundPoint Financial Group June 2014 - Present
Ross Stores, Inc. June 2012 - August 2013
Chrysler Group LLC February 2010 - March 2011
CVS Caremark Corporation 2007 - 2010
Skills
Customer Service, Leadership, Management, Microsoft Excel, Sales, PowerPoint, Time Management, Finance, Microsoft Office, Microsoft Word, Auditing, Access, Teamwork, Loss Prevention, Stock Market, Social Networking, Event Planning, Outlook
Education
University of North Carolina at Charlotte 2013 — 2015
Bachelor of Science in Business Administration, Finance, General
Wake Technical Community College 2011 — 2013
Associate of Arts (AA), General Studies
Curtis McGill's RoundPoint Financial Group Experience August 2014 - June 2015
Job Graduate student of UNC Charlotte Majoring in Health Informatics
Industry Information Technology and Services
Experience
Carolinas HealthCare System June 2015 - Present
RoundPoint Financial Group August 2014 - June 2015
Skills
Team Building, Strategic Planning, Sales, Project Management, Process Improvement, PowerPoint, New Business Development, Microsoft Office, Microsoft Excel, Management, Customer Service, Account Management, Administration, Public Speaking, Microsoft Word, Leadership, Research, Healthcare, Leadership Development, Training
Education
University of North Carolina at Charlotte 2014 — 2015
Masters, Health informatics
Winston-Salem State University 2010 — 2013
Healthcare Management, Health/Health Care Administration/Management
Carolinas HealthCare System June 2015 - Present
RoundPoint Financial Group August 2014 - June 2015
Skills
Team Building, Strategic Planning, Sales, Project Management, Process Improvement, PowerPoint, New Business Development, Microsoft Office, Microsoft Excel, Management, Customer Service, Account Management, Administration, Public Speaking, Microsoft Word, Leadership, Research, Healthcare, Leadership Development, Training
Education
University of North Carolina at Charlotte 2014 — 2015
Masters, Health informatics
Winston-Salem State University 2010 — 2013
Healthcare Management, Health/Health Care Administration/Management
Sherman Crumel Sherman Crumel's RoundPoint Financial Group Experience April 2013 - September 2014
Job Store Manager at PLS Financial Services
Industry Financial Services
Experience
PLS Financial Services February 2015 - Present
Allstate Insurance / Corey Hinson & Associates October 2014 - Present
RoundPoint Financial Group April 2013 - September 2014
QBE FIRST January 2012 - March 2013
Kelly Services/Wells Fargo July 2011 - December 2011
Randstad / IBM-LBPS July 2010 - July 2011
Express Employment / Fred's Food Club August 2010 - October 2010
Wal-Mart July 2009 - July 2010
State of North Carolina/N.C. Education Lottery March 2006 - May 2009
Leiner Health Products June 2005 - November 2005
Skills
Mortgage Lending, Management, Loans, Customer Service, Analysis, Sales, Microsoft Word, PeopleSoft, Data Entry, Outlook, Microsoft Excel, Microsoft Office, Software Documentation, Access, Finance, PowerPoint, Process Scheduler, Benefits Administration, Customer Satisfaction, Credit, Call Centers, Time Management, Inventory Management, QuickBooks, Loan Modifications, Loan Servicing, Property & Casualty..., Health Insurance, Life Insurance, Commercial Insurance, Umbrella Insurance, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Jumbo Mortgage, Reverse Mortgages, Citrix, Adobe Acrobat, Research, Troubleshooting, Document Management, Document Review, Office Administration, Insurance, General Insurance
Education
Wake Technical Community College 2009 — 2013
Business Management
UNC Charlotte 1998 — 2001
Biology
Winston-Salem State University 1997 — 1998
Biology
PLS Financial Services February 2015 - Present
Allstate Insurance / Corey Hinson & Associates October 2014 - Present
RoundPoint Financial Group April 2013 - September 2014
QBE FIRST January 2012 - March 2013
Kelly Services/Wells Fargo July 2011 - December 2011
Randstad / IBM-LBPS July 2010 - July 2011
Express Employment / Fred's Food Club August 2010 - October 2010
Wal-Mart July 2009 - July 2010
State of North Carolina/N.C. Education Lottery March 2006 - May 2009
Leiner Health Products June 2005 - November 2005
Skills
Mortgage Lending, Management, Loans, Customer Service, Analysis, Sales, Microsoft Word, PeopleSoft, Data Entry, Outlook, Microsoft Excel, Microsoft Office, Software Documentation, Access, Finance, PowerPoint, Process Scheduler, Benefits Administration, Customer Satisfaction, Credit, Call Centers, Time Management, Inventory Management, QuickBooks, Loan Modifications, Loan Servicing, Property & Casualty..., Health Insurance, Life Insurance, Commercial Insurance, Umbrella Insurance, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Jumbo Mortgage, Reverse Mortgages, Citrix, Adobe Acrobat, Research, Troubleshooting, Document Management, Document Review, Office Administration, Insurance, General Insurance
Education
Wake Technical Community College 2009 — 2013
Business Management
UNC Charlotte 1998 — 2001
Biology
Winston-Salem State University 1997 — 1998
Biology
David Welnhofer David Welnhofer's RoundPoint Financial Group Experience May 2014 - September 2014
Job Mortgage Banker at Sebonic Financial
Industry Banking
Experience
Sebonic Financial October 2014 - Present
RoundPoint Financial Group May 2014 - September 2014
RoundPoint Mortgage June 2012 - May 2014
Bank of America April 2009 - June 2012
HSBC October 2000 - April 2009
HSBC Mortgage Corporation February 1995 - October 2000
PMI Mortgage Insurance Co. June 1993 - October 1994
Skills
Mortgage Banking, Loans, Loan Origination, Mortgage Lending, Underwriting, FHA, USDA, Residential Mortgages, FHA financing, VA loans, Mortgage Underwriting, Reverse Mortgages, Credit, Refinance, Certified Mortgage..., Construction Loans, VA Loans
Education
Siena College 1983 — 1987
B.S., Finance
Sebonic Financial October 2014 - Present
RoundPoint Financial Group May 2014 - September 2014
RoundPoint Mortgage June 2012 - May 2014
Bank of America April 2009 - June 2012
HSBC October 2000 - April 2009
HSBC Mortgage Corporation February 1995 - October 2000
PMI Mortgage Insurance Co. June 1993 - October 1994
Skills
Mortgage Banking, Loans, Loan Origination, Mortgage Lending, Underwriting, FHA, USDA, Residential Mortgages, FHA financing, VA loans, Mortgage Underwriting, Reverse Mortgages, Credit, Refinance, Certified Mortgage..., Construction Loans, VA Loans
Education
Siena College 1983 — 1987
B.S., Finance
Aja Jackson, MA Aja Jackson, MA's RoundPoint Financial Group Experience May 2014 - Present
Job Corporate Trainer; Facilitator; Learning and Development; Employee Engagement
Industry Professional Training & Coaching
Experience
RoundPoint Financial Group May 2014 - Present
RoundPoint Financial Group April 2012 - April 2014
RoundPoint Financial Group June 2010 - April 2012
RoundPoint Financial Group December 2009 - June 2010
Skills
Credit, FHA, Financial Services, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Loan Servicing, Credit Analysis, Underwriting, Financial Risk, Portfolio Management, Refinance, Relationship Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Time Management, PowerPoint, Microsoft Word, Management, Outlook, Public Speaking, Process Improvement, Communication, Team Leadership, Team Building
Education
Liberty University 2013 — 2014
Master of Arts (MA), Business Management and Executive Leadership
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Arts (BA), Sociology
RoundPoint Financial Group May 2014 - Present
RoundPoint Financial Group April 2012 - April 2014
RoundPoint Financial Group June 2010 - April 2012
RoundPoint Financial Group December 2009 - June 2010
Skills
Credit, FHA, Financial Services, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Loan Servicing, Credit Analysis, Underwriting, Financial Risk, Portfolio Management, Refinance, Relationship Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Time Management, PowerPoint, Microsoft Word, Management, Outlook, Public Speaking, Process Improvement, Communication, Team Leadership, Team Building
Education
Liberty University 2013 — 2014
Master of Arts (MA), Business Management and Executive Leadership
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Arts (BA), Sociology
Matthew Clewis Matthew Clewis's RoundPoint Financial Group Experience August 2010 - June 2011
Job Small Business Digital Sales and Service at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Bank of America June 2011 - May 2013
RoundPoint Financial Group August 2010 - June 2011
RoundPoint Financial Group April 2008 - August 2010
HSBC August 2005 - April 2008
Education
Wake Forest University School of Business 2008 — 2010
Finance
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor's Degree, B.A. Economics, B.A. Management & Society
Bank of America June 2013 - Present
Bank of America June 2011 - May 2013
RoundPoint Financial Group August 2010 - June 2011
RoundPoint Financial Group April 2008 - August 2010
HSBC August 2005 - April 2008
Education
Wake Forest University School of Business 2008 — 2010
Finance
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor's Degree, B.A. Economics, B.A. Management & Society
Robert Zachow Robert Zachow's RoundPoint Financial Group Experience February 2015 - Present
Job Graduate of University of North Texas
Industry Management Consulting
Experience
RoundPoint Financial Group February 2015 - Present
RoundPoint Financial Group October 2013 - February 2015
R&T Electric August 2013 - October 2013
Michaels Stores, Inc. October 2007 - February 2010
Myrtle Beach Yacht Club July 2006 - August 2007
Skills
Business Analysis, Small Business, Communication, Healthcare, Negotiation, Customer Service, Leadership, Sales, Time Management, Microsoft Office, Training, Team Leadership
Education
University of North Texas 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
North Central Texas College 2009 — 2011
Associates of Science, Business Administration and Management, General
RoundPoint Financial Group February 2015 - Present
RoundPoint Financial Group October 2013 - February 2015
R&T Electric August 2013 - October 2013
Michaels Stores, Inc. October 2007 - February 2010
Myrtle Beach Yacht Club July 2006 - August 2007
Skills
Business Analysis, Small Business, Communication, Healthcare, Negotiation, Customer Service, Leadership, Sales, Time Management, Microsoft Office, Training, Team Leadership
Education
University of North Texas 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
North Central Texas College 2009 — 2011
Associates of Science, Business Administration and Management, General
Tracey Shipley Tracey Shipley's RoundPoint Financial Group Experience 2013 - August 2014
Job Licensed Lending Officer at loanDepot NMLS#1021844
Industry Real Estate
Experience
loanDepot LLC September 2014 - Present
RoundPoint Financial Group 2013 - August 2014
Michigan Mutual 2012 - 2013
Flagstar Bank October 2008 - 2011
Main Street Bank October 2004 - October 2008
Metrobank June 2000 - September 2004
Wells Fargo Home Mortgage October 1998 - April 2000
First Finance 1995 - 1998
Skills
Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Loan Origination, Finance, Risk Management, Strategic Planning, Sales, Financial Analysis, Credit Analysis, Customer Service, Team Building, Real Estate, Refinance, FHA, Residential Mortgages, Commercial Lending
Education
Michigan State University 1988 — 1989
Plymouth Canton High School 1986 — 1988
Plymouth Salem High School 1986 — 1988
loanDepot LLC September 2014 - Present
RoundPoint Financial Group 2013 - August 2014
Michigan Mutual 2012 - 2013
Flagstar Bank October 2008 - 2011
Main Street Bank October 2004 - October 2008
Metrobank June 2000 - September 2004
Wells Fargo Home Mortgage October 1998 - April 2000
First Finance 1995 - 1998
Skills
Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Loan Origination, Finance, Risk Management, Strategic Planning, Sales, Financial Analysis, Credit Analysis, Customer Service, Team Building, Real Estate, Refinance, FHA, Residential Mortgages, Commercial Lending
Education
Michigan State University 1988 — 1989
Plymouth Canton High School 1986 — 1988
Plymouth Salem High School 1986 — 1988
Michael Hubert's RoundPoint Financial Group Experience October 2014 - Present
Job Foreclosure Supervisor at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group October 2014 - Present
RoundPoint Financial Group December 2013 - October 2014
McCalla Raymer January 2013 - December 2013
Prommis Solutions November 2010 - January 2013
Pike Nurseries July 2010 - November 2010
Georgia Coastal Greenway June 2009 - August 2009
Burpee Construction May 2007 - August 2007
University of Georgia October 2005 - October 2006
Bass Custom Landscapes April 2006 - August 2006
Athens Transit July 2005 - March 2006
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, Photoshop, SketchUp, Landscape Design, Outlook, AutoCAD, Rendering, Horticulture, Land Use Planning
Education
The University of Georgia 2003 — 2010
Bachelor's degree, Landscape Architecture, 3.01
RoundPoint Financial Group October 2014 - Present
RoundPoint Financial Group December 2013 - October 2014
McCalla Raymer January 2013 - December 2013
Prommis Solutions November 2010 - January 2013
Pike Nurseries July 2010 - November 2010
Georgia Coastal Greenway June 2009 - August 2009
Burpee Construction May 2007 - August 2007
University of Georgia October 2005 - October 2006
Bass Custom Landscapes April 2006 - August 2006
Athens Transit July 2005 - March 2006
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Adobe Creative Suite, Photoshop, SketchUp, Landscape Design, Outlook, AutoCAD, Rendering, Horticulture, Land Use Planning
Education
The University of Georgia 2003 — 2010
Bachelor's degree, Landscape Architecture, 3.01
Jace Horn Jace Horn's RoundPoint Financial Group Experience April 2014 - Present
Job Roundpoint Mortgage
Industry Financial Services
Experience
RoundPoint Financial Group April 2014 - Present
Nationstar Mortgage 2013 - April 2014
Texas Farm Bureau Insurance Companies December 2012 - 2013
Phillips Van Heusen 2011 - 2012
GNC January 2007 - December 2010
Skills
Finance, Management, Microsoft Office, SAP, QuickBooks, Time Management, Access
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
RoundPoint Financial Group April 2014 - Present
Nationstar Mortgage 2013 - April 2014
Texas Farm Bureau Insurance Companies December 2012 - 2013
Phillips Van Heusen 2011 - 2012
GNC January 2007 - December 2010
Skills
Finance, Management, Microsoft Office, SAP, QuickBooks, Time Management, Access
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Jesse Miller's RoundPoint Financial Group Experience August 2012 - July 2014
Job Mortgage Loan Officer
Industry Banking
Experience
Sebonic Financial July 2014 - Present
RoundPoint Financial Group August 2012 - July 2014
Bank of America Corporation July 2010 - August 2012
Bank of America Corporation May 2009 - July 2010
Equifirst Corporation (Barclays Capital) 2008 - February 2009
Senderra Funding May 2008 - November 2008
Decision One Mortgage March 2004 - December 2007
Decision One Mortgage, Member HSBC 2003 - 2007
Decision One Mortgage September 2002 - March 2004
Eastern Bearings, Inc March 2000 - January 2001
Skills
Meeting Deadlines, Systems Analysis, Strong Business Acumen, Analysis, Credit, FHA, Leadership, Loan Origination, Loans, Management, Meet Deadlines, Mortgage Banking, Mortgage Lending, Process Improvement, Risk Management, Sales Management, Underwriting
Education
Penn State University
B.S, Civil Engineering
Sebonic Financial July 2014 - Present
RoundPoint Financial Group August 2012 - July 2014
Bank of America Corporation July 2010 - August 2012
Bank of America Corporation May 2009 - July 2010
Equifirst Corporation (Barclays Capital) 2008 - February 2009
Senderra Funding May 2008 - November 2008
Decision One Mortgage March 2004 - December 2007
Decision One Mortgage, Member HSBC 2003 - 2007
Decision One Mortgage September 2002 - March 2004
Eastern Bearings, Inc March 2000 - January 2001
Skills
Meeting Deadlines, Systems Analysis, Strong Business Acumen, Analysis, Credit, FHA, Leadership, Loan Origination, Loans, Management, Meet Deadlines, Mortgage Banking, Mortgage Lending, Process Improvement, Risk Management, Sales Management, Underwriting
Education
Penn State University
B.S, Civil Engineering
Caitlin Hourigan Caitlin Hourigan's RoundPoint Financial Group Experience June 2009 - August 2009
Job Regional GOLD Coordinator at Continental
Industry Automotive
Experience
Continental July 2013 - Present
Digitalsmiths January 2012 - February 2013
Appia June 2011 - January 2012
shoeboxed.com May 2010 - June 2011
Piedmont Wildlife Center January 2010 - May 2010
RoundPoint Financial Group June 2009 - August 2009
CORPEI June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2006 — 2010
Journalism and Mass Communication
Continental July 2013 - Present
Digitalsmiths January 2012 - February 2013
Appia June 2011 - January 2012
shoeboxed.com May 2010 - June 2011
Piedmont Wildlife Center January 2010 - May 2010
RoundPoint Financial Group June 2009 - August 2009
CORPEI June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2006 — 2010
Journalism and Mass Communication
Abid Shaik Abid Shaik's RoundPoint Financial Group Experience April 2008 - September 2009
Job .Net/C#/SQL Server Developer at BrightDoor Systems Inc
Industry Information Technology and Services
Experience
BrightDoor Systems, Inc. September 2010 - Present
softwareglobalusa September 2009 - September 2010
RoundPoint Financial Group April 2008 - September 2009
Skills
C#, ASP.NET, ASP.NET MVC, JavaScript, jQuery, Microsoft SQL Server, MVC, .NET, WCF, SSIS, Data Modeling, Entity Framework, Agile Methodologies, Web Services, Visual Studio, Web Development, SQL
Education
University of North Carolina at Charlotte 2007 — 2009
Masters, Computer Science
BrightDoor Systems, Inc. September 2010 - Present
softwareglobalusa September 2009 - September 2010
RoundPoint Financial Group April 2008 - September 2009
Skills
C#, ASP.NET, ASP.NET MVC, JavaScript, jQuery, Microsoft SQL Server, MVC, .NET, WCF, SSIS, Data Modeling, Entity Framework, Agile Methodologies, Web Services, Visual Studio, Web Development, SQL
Education
University of North Carolina at Charlotte 2007 — 2009
Masters, Computer Science
Ashley Conklin's RoundPoint Financial Group Experience January 2015 - Present
Job Senior Investor Reporting Analyst at RoundPoint Financial Group
Industry Accounting
Experience
RoundPoint Financial Group January 2015 - Present
RoundPoint Financial Group December 2013 - January 2015
RoundPoint Financial Group September 2013 - December 2013
Kohl's Department Stores August 2010 - December 2013
Wells Fargo June 2013 - August 2013
Skills
Leadership, Organization, Time Management, Teamwork, PowerPoint, Microsoft Word, Customer Service, Sales, Social Networking, Outlook, Finance, Investor Reporting
Education
University of North Carolina at Charlotte 2009 — 2013
BS in Business Administration, Accounting and Finance
RoundPoint Financial Group January 2015 - Present
RoundPoint Financial Group December 2013 - January 2015
RoundPoint Financial Group September 2013 - December 2013
Kohl's Department Stores August 2010 - December 2013
Wells Fargo June 2013 - August 2013
Skills
Leadership, Organization, Time Management, Teamwork, PowerPoint, Microsoft Word, Customer Service, Sales, Social Networking, Outlook, Finance, Investor Reporting
Education
University of North Carolina at Charlotte 2009 — 2013
BS in Business Administration, Accounting and Finance
Elliott Peng's RoundPoint Financial Group Experience July 2013 - Present
Job Operations Specialist at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group July 2013 - Present
Wells Fargo Advisors January 2012 - June 2013
Education
North Carolina State University 2007 — 2011
Bachelor of Science (BS), Finance, General
RoundPoint Financial Group July 2013 - Present
Wells Fargo Advisors January 2012 - June 2013
Education
North Carolina State University 2007 — 2011
Bachelor of Science (BS), Finance, General
Andrea Quach Andrea Quach's RoundPoint Financial Group Experience July 2014 - February 2015
Job Research Associate at Costar
Industry Commercial Real Estate
Experience
CoStar Group June 2015 - Present
RoundPoint Financial Group July 2014 - February 2015
NCSU Industrial Organizational Lab September 2012 - September 2014
ClubCorp June 2013 - June 2014
Hillsborough Street Community Service Corporation May 2013 - August 2013
Skills
Mortgage Servicing, Industrial Organization, Customer Service, Customer Satisfaction, Survey Design, Survey Research, Situational Awareness, Fine Dining, Insurance, Leadership, Social Networking, Data Analysis
Education
North Carolina State University 2010 — 2014
Psychology, Industrial and Organizational Psychology
Myers Park High School 2006 — 2010
International Baccalaureate Diploma
CoStar Group June 2015 - Present
RoundPoint Financial Group July 2014 - February 2015
NCSU Industrial Organizational Lab September 2012 - September 2014
ClubCorp June 2013 - June 2014
Hillsborough Street Community Service Corporation May 2013 - August 2013
Skills
Mortgage Servicing, Industrial Organization, Customer Service, Customer Satisfaction, Survey Design, Survey Research, Situational Awareness, Fine Dining, Insurance, Leadership, Social Networking, Data Analysis
Education
North Carolina State University 2010 — 2014
Psychology, Industrial and Organizational Psychology
Myers Park High School 2006 — 2010
International Baccalaureate Diploma
Katie Chang's RoundPoint Financial Group Experience April 2012 - May 2012
Job Operations Analyst at Bank of America
Industry Financial Services
Experience
Bank of America 2014 - Present
Wells Fargo March 2013 - November 2013
Boston National Settlement Services September 2012 - November 2012
RoundPoint Financial Group April 2012 - May 2012
A-Z Creations January 2011 - November 2011
Skills
Management, Financial Analysis, Accounting, Loans, Customer Service, Finance, Outlook, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Risk Management, Microsoft Word, Teamwork, Social Networking, Social Media, Public Speaking, Access, Account Management, Data Entry, Equities, Recruiting, Micrososft Excel
Education
University of North Carolina at 2007 — 2011
Bachelor, Science; Finance
University of North Carolina at Charlotte
Bank of America 2014 - Present
Wells Fargo March 2013 - November 2013
Boston National Settlement Services September 2012 - November 2012
RoundPoint Financial Group April 2012 - May 2012
A-Z Creations January 2011 - November 2011
Skills
Management, Financial Analysis, Accounting, Loans, Customer Service, Finance, Outlook, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Risk Management, Microsoft Word, Teamwork, Social Networking, Social Media, Public Speaking, Access, Account Management, Data Entry, Equities, Recruiting, Micrososft Excel
Education
University of North Carolina at 2007 — 2011
Bachelor, Science; Finance
University of North Carolina at Charlotte
Tom Vollmer Tom Vollmer's RoundPoint Financial Group Experience August 2009 - February 2010
Job Global Compliance Transformation PMO Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Bank of America July 2011 - August 2015
Bank of America October 2010 - July 2011
Wells Fargo February 2010 - October 2010
RoundPoint Financial Group August 2009 - February 2010
Wachovia Bank June 2008 - August 2009
Equifirst Corp March 2004 - June 2008
Parks and Co March 1998 - February 2004
ANSTEC, Inc. 1994 - 1998
Skills
Vendor Management, Project Management, Program Management, Financial Services, Mortgage Banking, Corporate Tax, Information Technology, Management Consulting, Software Development..., Business Process..., Operational Due..., SDLC, Strategy, Process Improvement, Project Portfolio..., Management, Leadership, PMO, Team Leadership, Risk Management, Security, Mergers & Acquisitions, Disaster Recovery, Business Continuity, Operations Management
Education
University of Maryland College Park
MS, International Management
University of Maryland College Park
BA
Bank of America August 2015 - Present
Bank of America July 2011 - August 2015
Bank of America October 2010 - July 2011
Wells Fargo February 2010 - October 2010
RoundPoint Financial Group August 2009 - February 2010
Wachovia Bank June 2008 - August 2009
Equifirst Corp March 2004 - June 2008
Parks and Co March 1998 - February 2004
ANSTEC, Inc. 1994 - 1998
Skills
Vendor Management, Project Management, Program Management, Financial Services, Mortgage Banking, Corporate Tax, Information Technology, Management Consulting, Software Development..., Business Process..., Operational Due..., SDLC, Strategy, Process Improvement, Project Portfolio..., Management, Leadership, PMO, Team Leadership, Risk Management, Security, Mergers & Acquisitions, Disaster Recovery, Business Continuity, Operations Management
Education
University of Maryland College Park
MS, International Management
University of Maryland College Park
BA
Andrea Manti's RoundPoint Financial Group Experience July 2013 - October 2014
Job Pacific Union, LLC Wholesale Division
Industry Financial Services
Experience
Pacific Union Financial, LLC May 2015 - Present
Reverse Mortgage Solutions, Inc. October 2014 - May 2015
RoundPoint Financial Group July 2013 - October 2014
Bank of America August 2011 - July 2013
Zenta (Acquired by Accenture Credit Svcs) April 2009 - August 2011
Senderra Funding August 2007 - March 2009
Wyndham Capital Mortgage March 2007 - August 2007
RHA Health Service, Inc June 2006 - March 2007
Skills
Management, Mortgage Lending, Loans, Training, Analysis, Customer Service, Program Management
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Criminalistics and Criminal Science
Pacific Union Financial, LLC May 2015 - Present
Reverse Mortgage Solutions, Inc. October 2014 - May 2015
RoundPoint Financial Group July 2013 - October 2014
Bank of America August 2011 - July 2013
Zenta (Acquired by Accenture Credit Svcs) April 2009 - August 2011
Senderra Funding August 2007 - March 2009
Wyndham Capital Mortgage March 2007 - August 2007
RHA Health Service, Inc June 2006 - March 2007
Skills
Management, Mortgage Lending, Loans, Training, Analysis, Customer Service, Program Management
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Criminalistics and Criminal Science
Sean O'Mara Sean O'Mara's RoundPoint Financial Group Experience August 2015 - Present
Job Business Operations Analyst at RoundPoint
Industry Banking
Experience
RoundPoint Financial Group August 2015 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo June 2013 - June 2015
Wells Fargo September 2011 - June 2013
Vector Fleet Management June 2010 - November 2010
VehiCare, LLC May 2009 - August 2009
Skills
Marketing Communications, Marketing, Social Media, CRM, Analysis, Market Research, Salesforce.com, Loans, Microsoft Excel, Microsoft Office, Portfolio Management, Leadership, Data Analysis, Marketing Strategy
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Arts, History, Business Administration, Sport & Entertainment Management
Charlotte Catholic High School 2002 — 2006
Manhattanville College
Sports Business Management
RoundPoint Financial Group August 2015 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo June 2013 - June 2015
Wells Fargo September 2011 - June 2013
Vector Fleet Management June 2010 - November 2010
VehiCare, LLC May 2009 - August 2009
Skills
Marketing Communications, Marketing, Social Media, CRM, Analysis, Market Research, Salesforce.com, Loans, Microsoft Excel, Microsoft Office, Portfolio Management, Leadership, Data Analysis, Marketing Strategy
Education
University of South Carolina-Columbia 2006 — 2010
Bachelor of Arts, History, Business Administration, Sport & Entertainment Management
Charlotte Catholic High School 2002 — 2006
Manhattanville College
Sports Business Management
Amber Baker's RoundPoint Financial Group Experience February 2013 - August 2014
Job ClosingNMLS 1243249
Industry Financial Services
Experience
Cardinal Financial, LP January 2015 - Present
Accenture August 2014 - January 2015
RoundPoint Financial Group February 2013 - August 2014
Palm Beach Tan 2009 - 2012
Skills
Customer Service, Customer Retention, Multi Tasking, Communication, Learning Quickly, Quick Thinker, Flexibility, Time Management, Mortgage Lending, Refinance, New Home Purchase, FHA financing, Escrow, Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, Loans, Mortgage Banking, Residential Mortgages, Credit, Sales, Finance
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor's Degree, Psychology and Sociology
Cardinal Financial, LP January 2015 - Present
Accenture August 2014 - January 2015
RoundPoint Financial Group February 2013 - August 2014
Palm Beach Tan 2009 - 2012
Skills
Customer Service, Customer Retention, Multi Tasking, Communication, Learning Quickly, Quick Thinker, Flexibility, Time Management, Mortgage Lending, Refinance, New Home Purchase, FHA financing, Escrow, Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, Loans, Mortgage Banking, Residential Mortgages, Credit, Sales, Finance
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor's Degree, Psychology and Sociology
Rick Metzgar Rick Metzgar's RoundPoint Financial Group Experience October 2013 - July 2014
Job Reverse Mortgage Consultant at iReverse Home Loans, LLC
Industry Financial Services
Experience
iReverse Home Loans, LLC October 2015 - Present
Nations Lending Corportation July 2014 - October 2015
RoundPoint Financial Group October 2013 - July 2014
NFM April 2013 - August 2013
Direct Mortgage Loans, LLC. January 2011 - January 2013
Bank of America September 2000 - January 2011
Various Mortgage Firms. April 2003 - May 2008
Enterprise 2006 - 2008
Skills
Sales, Direct Sales, Direct Marketing, Strategic Planning, Marketing Strategy, Sales Management, Project Management, Project Planning, Problem Solving, Team Building, Team Leadership, Cross-functional Team..., Cross Selling, Process Improvement, Marketing Communications, Business Communications, Supply Chain, Supply Chain Management, Real Estate Transactions, Real Estate Financing, Commercial Banking, Loans, Mortgage Banking, FHA, Banking, Refinance, Mortgage Lending, Credit, Investment Properties, Real Estate, VA loans, USDA, Underwriting, Referrals, Loan Origination, Residential Mortgages, Leadership Development, Leadership, Project Delivery, Real Estate Development, Grassroots Organizing, Government Loans, Construction Loans, Certified Mortgage..., Finance, Reverse Mortgages, Mortgage Underwriting, FHA financing, Loss Mitigation, Mortgage Servicing
Education
Ohio Christian University 2013 — 2015
Bachelor's degree, Business Management, 4.0 GPA
Lendingtree Gold Leaf Certification 2013 — 2014
Gold Leaf Platinum certified, Sales Mastery
Sandler Sales Institute 2005 — 2006
9 Month intense sales training, Sales
Valor Christian College 1998 — 2001
World Religions/Philosophy, World Religions/Philosophy
Eastern Technical High School 1994 — 1998
Accounting/Business, Accounting
iReverse Home Loans, LLC October 2015 - Present
Nations Lending Corportation July 2014 - October 2015
RoundPoint Financial Group October 2013 - July 2014
NFM April 2013 - August 2013
Direct Mortgage Loans, LLC. January 2011 - January 2013
Bank of America September 2000 - January 2011
Various Mortgage Firms. April 2003 - May 2008
Enterprise 2006 - 2008
Skills
Sales, Direct Sales, Direct Marketing, Strategic Planning, Marketing Strategy, Sales Management, Project Management, Project Planning, Problem Solving, Team Building, Team Leadership, Cross-functional Team..., Cross Selling, Process Improvement, Marketing Communications, Business Communications, Supply Chain, Supply Chain Management, Real Estate Transactions, Real Estate Financing, Commercial Banking, Loans, Mortgage Banking, FHA, Banking, Refinance, Mortgage Lending, Credit, Investment Properties, Real Estate, VA loans, USDA, Underwriting, Referrals, Loan Origination, Residential Mortgages, Leadership Development, Leadership, Project Delivery, Real Estate Development, Grassroots Organizing, Government Loans, Construction Loans, Certified Mortgage..., Finance, Reverse Mortgages, Mortgage Underwriting, FHA financing, Loss Mitigation, Mortgage Servicing
Education
Ohio Christian University 2013 — 2015
Bachelor's degree, Business Management, 4.0 GPA
Lendingtree Gold Leaf Certification 2013 — 2014
Gold Leaf Platinum certified, Sales Mastery
Sandler Sales Institute 2005 — 2006
9 Month intense sales training, Sales
Valor Christian College 1998 — 2001
World Religions/Philosophy, World Religions/Philosophy
Eastern Technical High School 1994 — 1998
Accounting/Business, Accounting
Erin Bell Gyory Erin Bell Gyory's RoundPoint Financial Group Experience September 2013 - September 2014
Job Marketing Specialist at CBRE
Industry Commercial Real Estate
Experience
CBRE September 2014 - Present
RoundPoint Financial Group September 2013 - September 2014
Dickens-Mitchener & Associates April 2011 - July 2013
Eastern English Academy February 2010 - March 2011
Charlotte Bobcats January 2009 - April 2009
Skills
Event Planning, Customer Service, Relocation, Social Media, Event Management, Selling, Social Media Marketing, Real Estate, Facebook, Social Networking, Public Relations, Marketing, Public Speaking, Advertising, Sales, Training, REO, Corporate Relocation, Luxury, Relocation Buyers, Account Management, Online Marketing, Email Marketing, Marketing Strategy, Online Advertising, Market Research, Marketing Communications, Team Building, New Home Sales, Buyer Representation, Referrals
Education
UNC Charlotte 2004 — 2008
BS, Communications/Public Relations
CBRE September 2014 - Present
RoundPoint Financial Group September 2013 - September 2014
Dickens-Mitchener & Associates April 2011 - July 2013
Eastern English Academy February 2010 - March 2011
Charlotte Bobcats January 2009 - April 2009
Skills
Event Planning, Customer Service, Relocation, Social Media, Event Management, Selling, Social Media Marketing, Real Estate, Facebook, Social Networking, Public Relations, Marketing, Public Speaking, Advertising, Sales, Training, REO, Corporate Relocation, Luxury, Relocation Buyers, Account Management, Online Marketing, Email Marketing, Marketing Strategy, Online Advertising, Market Research, Marketing Communications, Team Building, New Home Sales, Buyer Representation, Referrals
Education
UNC Charlotte 2004 — 2008
BS, Communications/Public Relations
Eric Kpakpo Addo's RoundPoint Financial Group Experience November 2009 - February 2011
Job Collaboration Portal Consultant at AmerisourceBergen Lash Group
Industry Information Technology and Services
Experience
AmerisourceBergen Lash Group February 2011 - Present
Mikaddo Enterprises March 1998 - Present
RoundPoint Financial Group November 2009 - February 2011
Ed Alexander Consulting September 2009 - December 2010
Wingate University September 2007 - December 2010
Robert Half Technology November 2009 - February 2010
Crown Partners March 2008 - September 2009
University of Phoenix September 2004 - December 2007
ettain group - Professional Services April 2007 - October 2007
Columbia, SC February 2007 - April 2007
Skills
Microsoft Office..., Training, Windows Sharepoint..., Documentum, SharePoint, Microsoft SQL Server, Business Analysis, SQL, Enterprise Content..., Requirements Analysis, Active Directory, Project Management, Web Services, IIS, Microsoft Exchange, Integration, Microsoft Technologies, Document Management, Databases, SharePoint Designer, SOA, Business Process, VMware, Windows Server, T-SQL, Cloud Computing, Database Design, Software Development, Systems Analysis, Visual Basic, Oracle, Disaster Recovery, Program Management, Information Technology, Requirements Gathering, Strategy, IT Strategy, IT Management, SharePoint Server
Education
University of North Carolina at Greensboro 1998 — 2000
MS, Information Technology & Operations Management
North Carolina State University 1988 — 1992
BA, Sociology, Criminal Justice Option
James B. Dudley High School 1985 — 1988
AmerisourceBergen Lash Group February 2011 - Present
Mikaddo Enterprises March 1998 - Present
RoundPoint Financial Group November 2009 - February 2011
Ed Alexander Consulting September 2009 - December 2010
Wingate University September 2007 - December 2010
Robert Half Technology November 2009 - February 2010
Crown Partners March 2008 - September 2009
University of Phoenix September 2004 - December 2007
ettain group - Professional Services April 2007 - October 2007
Columbia, SC February 2007 - April 2007
Skills
Microsoft Office..., Training, Windows Sharepoint..., Documentum, SharePoint, Microsoft SQL Server, Business Analysis, SQL, Enterprise Content..., Requirements Analysis, Active Directory, Project Management, Web Services, IIS, Microsoft Exchange, Integration, Microsoft Technologies, Document Management, Databases, SharePoint Designer, SOA, Business Process, VMware, Windows Server, T-SQL, Cloud Computing, Database Design, Software Development, Systems Analysis, Visual Basic, Oracle, Disaster Recovery, Program Management, Information Technology, Requirements Gathering, Strategy, IT Strategy, IT Management, SharePoint Server
Education
University of North Carolina at Greensboro 1998 — 2000
MS, Information Technology & Operations Management
North Carolina State University 1988 — 1992
BA, Sociology, Criminal Justice Option
James B. Dudley High School 1985 — 1988
Ricky Martin Ricky Martin's RoundPoint Financial Group Experience June 2013 - January 2014
Job Sr. Underwiter
Industry Financial Services
Experience
American Mortgage Consultants, Inc. April 2013 - April 2014
RoundPoint Financial Group June 2013 - January 2014
Academy Mortgage Corporation February 2013 - April 2013
Interthinx September 2008 - January 2013
new century 2005 - 2007
Downey Savings 2001 - 2004
Skills
: Experience using the..., Underwriting, Credit, Loans, Residential Mortgages, Credit Risk, Loss Mitigation, Credit Analysis, Mortgage Lending, Fraud, Mortgage Banking, Due Diligence, Loan Origination, Customer Service, FHA, Refinance, Mortgage Servicing, Valuation, FHLMC, FNMA, Mortgage Underwriting, Consumer Lending, Loan Servicing, Financial Risk, Banking, Financial Services, Appraisals, VA loans, Risk Management, Non-Conforming, FHA financing, FHA Financing
Education
The University of New Mexico 1976 — 1981
Parks, Recreation, Leisure, and Fitness Studies
American Mortgage Consultants, Inc. April 2013 - April 2014
RoundPoint Financial Group June 2013 - January 2014
Academy Mortgage Corporation February 2013 - April 2013
Interthinx September 2008 - January 2013
new century 2005 - 2007
Downey Savings 2001 - 2004
Skills
: Experience using the..., Underwriting, Credit, Loans, Residential Mortgages, Credit Risk, Loss Mitigation, Credit Analysis, Mortgage Lending, Fraud, Mortgage Banking, Due Diligence, Loan Origination, Customer Service, FHA, Refinance, Mortgage Servicing, Valuation, FHLMC, FNMA, Mortgage Underwriting, Consumer Lending, Loan Servicing, Financial Risk, Banking, Financial Services, Appraisals, VA loans, Risk Management, Non-Conforming, FHA financing, FHA Financing
Education
The University of New Mexico 1976 — 1981
Parks, Recreation, Leisure, and Fitness Studies
Joseph Cornelius Joseph Cornelius's RoundPoint Financial Group Experience June 2015 - Present
Job Assistant Vice President of Corporate Advance Control at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group June 2015 - Present
Wells Fargo Home Mortgage August 2014 - June 2015
Wells Fargo Home Mortgage July 2013 - August 2014
Wells Fargo Home Mortgage December 2011 - July 2013
Lerner, Sampson & Rothfuss July 2008 - December 2011
Manley Deas Kochalski, LLC October 2007 - July 2008
Skills
Consulting, Project Management, Project Planning, Bankruptcy, Mortgage Lending, Foreclosures, Courts, Creditors' Rights, Risk Management, Loans, Credit, Process Improvement, Legal Research, Real Estate, Legal Assistance, Business Process..., Procedure Review, Procedure Development, Procedure Creation, Visual Basic, Microsoft Excel, Real Estate Transactions, Insurance, Mediation, Compliance, Microsoft Project, Coaching, Loss Mitigation
Education
University of Cincinnati 2004 — 2008
Bachelor of Science, Criminal Justice/Business
LHS
RoundPoint Financial Group June 2015 - Present
Wells Fargo Home Mortgage August 2014 - June 2015
Wells Fargo Home Mortgage July 2013 - August 2014
Wells Fargo Home Mortgage December 2011 - July 2013
Lerner, Sampson & Rothfuss July 2008 - December 2011
Manley Deas Kochalski, LLC October 2007 - July 2008
Skills
Consulting, Project Management, Project Planning, Bankruptcy, Mortgage Lending, Foreclosures, Courts, Creditors' Rights, Risk Management, Loans, Credit, Process Improvement, Legal Research, Real Estate, Legal Assistance, Business Process..., Procedure Review, Procedure Development, Procedure Creation, Visual Basic, Microsoft Excel, Real Estate Transactions, Insurance, Mediation, Compliance, Microsoft Project, Coaching, Loss Mitigation
Education
University of Cincinnati 2004 — 2008
Bachelor of Science, Criminal Justice/Business
LHS
Adarsh Dhand's RoundPoint Financial Group Experience January 2013 - October 2014
Job Vice President Securitization Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
RoundPoint Financial Group January 2013 - October 2014
25 Capital Partners/RoundPoint Financial Group July 2010 - June 2011
Hudson Pacific Capital Partners LLC August 2009 - July 2010
Banc of America Securities January 2002 - September 2008
Merrill Lynch 2000 - 2000
Skills
Data Analysis, Fixed Income Analysis, Financial Analysis, Financial Modeling, Bond Markets, Debt, Credit, Asset Managment, Valuation, Financial Reporting, Structured Finance, Asset-backed..., Residential Mortgages, Banking, Corporate Finance, Capital Budgeting, Portfolio Management, Asset Management, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), History
RoundPoint Financial Group January 2013 - October 2014
25 Capital Partners/RoundPoint Financial Group July 2010 - June 2011
Hudson Pacific Capital Partners LLC August 2009 - July 2010
Banc of America Securities January 2002 - September 2008
Merrill Lynch 2000 - 2000
Skills
Data Analysis, Fixed Income Analysis, Financial Analysis, Financial Modeling, Bond Markets, Debt, Credit, Asset Managment, Valuation, Financial Reporting, Structured Finance, Asset-backed..., Residential Mortgages, Banking, Corporate Finance, Capital Budgeting, Portfolio Management, Asset Management, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), History
Sherritta Dye Sherritta Dye's RoundPoint Financial Group Experience December 2009 - June 2011
Job Imminent Foreclosure Sale Specialist at Citi/ Makeup Artist
Industry Banking
Experience
Citi May 2013 - April 2014
Citi March 2012 - May 2013
American Credit Acceptance July 2011 - February 2012
RoundPoint Financial Group December 2009 - June 2011
Bank of America February 2008 - November 2009
Wells Fargo Home Mortgage April 2006 - January 2008
Wells Fargo Home Mortgage March 2004 - April 2006
Skills
Banking, Portfolio Management, Call Center, Underwriting, Customer Service, SQL, Mortgage Banking, Microsoft Excel, Microsoft Office
Education
Southern New Hampshire University 2013 — 2016
Master's degree, Health/Health Care Administration/Management
Strayer University 2004 — 2011
Bachelor's, computer science
Citi May 2013 - April 2014
Citi March 2012 - May 2013
American Credit Acceptance July 2011 - February 2012
RoundPoint Financial Group December 2009 - June 2011
Bank of America February 2008 - November 2009
Wells Fargo Home Mortgage April 2006 - January 2008
Wells Fargo Home Mortgage March 2004 - April 2006
Skills
Banking, Portfolio Management, Call Center, Underwriting, Customer Service, SQL, Mortgage Banking, Microsoft Excel, Microsoft Office
Education
Southern New Hampshire University 2013 — 2016
Master's degree, Health/Health Care Administration/Management
Strayer University 2004 — 2011
Bachelor's, computer science
Andrew Howe's RoundPoint Financial Group Experience July 2012 - March 2014
Job Financial Analyst at ARA, A Newmark Company
Industry Commercial Real Estate
Experience
ARA, A Newmark Company August 2015 - Present
The Littlejohn Group June 2015 - July 2015
AccruePartners March 2014 - June 2015
RoundPoint Financial Group July 2012 - March 2014
Roanoke College Student Managed Fund January 2011 - May 2012
Robertson Marketing June 2011 - August 2011
Skills
SPSS, Microsoft Office, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Customer Service, Marketing, Facebook, Portfolio Management, Analysis, Finance, Negotiation, Loans, Mortgage Lending, Loss Mitigation, Financial Analysis, Outlook, Banking, Leadership, Mortgage Banking, Mortgage Servicing, Default, Credit, Loan Origination, Loan Servicing, Residential Mortgages, Underwriting, Refinance, Cold Calling, FHA, Investments, Financial Services, Sales, LPS, Insurance, Access, Time Management, FNMA, Data Analysis, LPS Desktop, Loan Modifications
Education
Roanoke College 2008 — 2012
Bachelor of Arts, Business Administration- Marketing/Finance Concentrations
ARA, A Newmark Company August 2015 - Present
The Littlejohn Group June 2015 - July 2015
AccruePartners March 2014 - June 2015
RoundPoint Financial Group July 2012 - March 2014
Roanoke College Student Managed Fund January 2011 - May 2012
Robertson Marketing June 2011 - August 2011
Skills
SPSS, Microsoft Office, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Customer Service, Marketing, Facebook, Portfolio Management, Analysis, Finance, Negotiation, Loans, Mortgage Lending, Loss Mitigation, Financial Analysis, Outlook, Banking, Leadership, Mortgage Banking, Mortgage Servicing, Default, Credit, Loan Origination, Loan Servicing, Residential Mortgages, Underwriting, Refinance, Cold Calling, FHA, Investments, Financial Services, Sales, LPS, Insurance, Access, Time Management, FNMA, Data Analysis, LPS Desktop, Loan Modifications
Education
Roanoke College 2008 — 2012
Bachelor of Arts, Business Administration- Marketing/Finance Concentrations
Yvonne Yee Chang Yvonne Yee Chang's RoundPoint Financial Group Experience May 2011 - October 2012
Job Consultant at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group, Inc. August 2015 - Present
Ally Financial Inc. March 2013 - August 2015
Navigant October 2012 - March 2013
RoundPoint Financial Group May 2011 - October 2012
Skills
Microsoft Office, Microsoft Excel, LPS, Microsoft SQL Server, Monarch Pro, Mortgage Servicing, Chinese, Cantonese, Accounting, Access, Financial Risk, Management, PowerPoint, Financial Analysis, Finance, Valuation, Banking, Mortgage Banking, Portfolio Management, Mortgage Lending, Loans, Financial Modeling
Education
UNC Charlotte 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
University of North Carolina at Charlotte 2007 — 2010
Bachelor's degree, Accounting and Finance
Carlisle & Gallagher Consulting Group, Inc. August 2015 - Present
Ally Financial Inc. March 2013 - August 2015
Navigant October 2012 - March 2013
RoundPoint Financial Group May 2011 - October 2012
Skills
Microsoft Office, Microsoft Excel, LPS, Microsoft SQL Server, Monarch Pro, Mortgage Servicing, Chinese, Cantonese, Accounting, Access, Financial Risk, Management, PowerPoint, Financial Analysis, Finance, Valuation, Banking, Mortgage Banking, Portfolio Management, Mortgage Lending, Loans, Financial Modeling
Education
UNC Charlotte 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
University of North Carolina at Charlotte 2007 — 2010
Bachelor's degree, Accounting and Finance
Brittany Rhew Brittany Rhew's RoundPoint Financial Group Experience July 2013 - August 2014
Job Marketing Manager at Pacific Union Financial, LLC
Industry Marketing and Advertising
Experience
Pacific Union Financial, LLC August 2014 - Present
RoundPoint Financial Group July 2013 - August 2014
RoundPoint Financial Group September 2012 - June 2013
First Citizens Bank August 2009 - September 2012
First Citizens Bank June 2007 - May 2009
The Biltmore Company June 2008 - August 2008
University of North Carolina at Chapel Hill August 2006 - December 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Cross Selling, FHA, Financial Services, Loan Origination, Mortgage Banking, Portfolio Management, Refinance, Residential Mortgages, Underwriting, Relationship Management, Leadership, Management
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Science (BS), Business Administration
Universidad de Sevilla 2007 — 2007
Spanish
Pacific Union Financial, LLC August 2014 - Present
RoundPoint Financial Group July 2013 - August 2014
RoundPoint Financial Group September 2012 - June 2013
First Citizens Bank August 2009 - September 2012
First Citizens Bank June 2007 - May 2009
The Biltmore Company June 2008 - August 2008
University of North Carolina at Chapel Hill August 2006 - December 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Cross Selling, FHA, Financial Services, Loan Origination, Mortgage Banking, Portfolio Management, Refinance, Residential Mortgages, Underwriting, Relationship Management, Leadership, Management
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Science (BS), Business Administration
Universidad de Sevilla 2007 — 2007
Spanish
Gemi Bryant Gemi Bryant's RoundPoint Financial Group Experience August 2009 - August 2010
Job Business Analyst II at AmerisourceBergen
Industry Financial Services
Experience
Lash Group July 2013 - Present
Ally Financial Inc. May 2011 - July 2013
Sherpa August 2010 - May 2011
RoundPoint Financial Group August 2009 - August 2010
RoundPoint Financial Group June 2008 - July 2009
Skills
Basel II, Mortgage, Banking, Start-ups, Process Improvement, Oracle Application..., Requirements..., Requirements Matrix, Training, Analysis, Business Analysis, Business Requirements, Leadership, Management, Requirements Gathering
Education
Montreat College 2012 — 2014
MBA, Business Administration
North Carolina Agricultural and Technical State University 2004 — 2008
BS, Business Administration- Marketing
Lash Group July 2013 - Present
Ally Financial Inc. May 2011 - July 2013
Sherpa August 2010 - May 2011
RoundPoint Financial Group August 2009 - August 2010
RoundPoint Financial Group June 2008 - July 2009
Skills
Basel II, Mortgage, Banking, Start-ups, Process Improvement, Oracle Application..., Requirements..., Requirements Matrix, Training, Analysis, Business Analysis, Business Requirements, Leadership, Management, Requirements Gathering
Education
Montreat College 2012 — 2014
MBA, Business Administration
North Carolina Agricultural and Technical State University 2004 — 2008
BS, Business Administration- Marketing
Stesha Brooks Stesha Brooks's RoundPoint Financial Group Experience April 2010 - November 2010
Job Treasury Services Advisor at Bank of America
Industry Banking
Experience
Bank of America June 2012 - May 2013
Wells Fargo Home Mortgage January 2011 - December 2011
RoundPoint Financial Group April 2010 - November 2010
NACA September 2007 - April 2010
NACA September 2007 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Loss Mitigation
Education
North Carolina Central University
Political Science
Bank of America June 2012 - May 2013
Wells Fargo Home Mortgage January 2011 - December 2011
RoundPoint Financial Group April 2010 - November 2010
NACA September 2007 - April 2010
NACA September 2007 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Loss Mitigation
Education
North Carolina Central University
Political Science
Gregory Sobol Gregory Sobol's RoundPoint Financial Group Experience September 2013 - March 2014
Job Finance/Accounting/Musician
Industry Financial Services
Experience
United Shore July 2015 - Present
Tangerine Moon Productions January 2008 - Present
Transmat Records - Derrick May April 2012 - Present
Joe Cornell Entertainment July 2011 - Present
Schechter Wealth Strategies March 2014 - February 2015
RoundPoint Financial Group September 2013 - March 2014
Michigan Mutual February 2012 - September 2013
Quicken Loans September 2011 - January 2012
Quicken Loans June 2011 - September 2011
Marshall Music Co March 2009 - June 2011
Skills
Leadership, Social Media, Music, Management, Customer Satisfaction, Band, Entrepreneurship, Customer Service, Finance, Mortgage Banking, Residential Mortgages, Entertainment, Percussion Performance, Creative Direction, Time Management, Musical Theatre, Banking, Social Networking, Drums, Event Planning, Bands, Sales
Education
Walsh College of Accountancy and Business Administration 2010 — 2011
Bachelor, Accounting
Novi High School
Syracuse University
Music Performance
Western Michigan University
Music Performance/Jazz Studies
United Shore July 2015 - Present
Tangerine Moon Productions January 2008 - Present
Transmat Records - Derrick May April 2012 - Present
Joe Cornell Entertainment July 2011 - Present
Schechter Wealth Strategies March 2014 - February 2015
RoundPoint Financial Group September 2013 - March 2014
Michigan Mutual February 2012 - September 2013
Quicken Loans September 2011 - January 2012
Quicken Loans June 2011 - September 2011
Marshall Music Co March 2009 - June 2011
Skills
Leadership, Social Media, Music, Management, Customer Satisfaction, Band, Entrepreneurship, Customer Service, Finance, Mortgage Banking, Residential Mortgages, Entertainment, Percussion Performance, Creative Direction, Time Management, Musical Theatre, Banking, Social Networking, Drums, Event Planning, Bands, Sales
Education
Walsh College of Accountancy and Business Administration 2010 — 2011
Bachelor, Accounting
Novi High School
Syracuse University
Music Performance
Western Michigan University
Music Performance/Jazz Studies
Kristal Linsenman Kristal Linsenman's RoundPoint Financial Group Experience May 2014 - Present
Job Sr. Investor Reporting Analyst Roundpoint Mortgage Servicing
Industry Accounting
Experience
RoundPoint Financial Group May 2014 - Present
Quicken Loans August 2013 - May 2014
Trott & Trott, P.C. February 2011 - August 2013
Kelly Financial Resources September 2008 - January 2011
Kelly Services May 2006 - September 2008
Kelly Financial Resources January 2006 - April 2006
Bob Evans Farms, Inc. October 2003 - September 2004
Flagstar Bank September 2002 - October 2003
Skills
Accounts Receivable, Data Entry, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Management, PowerPoint, Leadership, Finance, Banking, Financial Analysis, Loans, Accounting
Education
Oakland University
Bachelors of Arts; bachelor, Communications; program
Oakland Community College 2001 — 2001
Associate's Degree, Paralegal
Oakland Community College
Associates Degree, Liberal Arts
RoundPoint Financial Group May 2014 - Present
Quicken Loans August 2013 - May 2014
Trott & Trott, P.C. February 2011 - August 2013
Kelly Financial Resources September 2008 - January 2011
Kelly Services May 2006 - September 2008
Kelly Financial Resources January 2006 - April 2006
Bob Evans Farms, Inc. October 2003 - September 2004
Flagstar Bank September 2002 - October 2003
Skills
Accounts Receivable, Data Entry, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Management, PowerPoint, Leadership, Finance, Banking, Financial Analysis, Loans, Accounting
Education
Oakland University
Bachelors of Arts; bachelor, Communications; program
Oakland Community College 2001 — 2001
Associate's Degree, Paralegal
Oakland Community College
Associates Degree, Liberal Arts
Adrian Shirk Adrian Shirk's RoundPoint Financial Group Experience October 2013 - July 2015
Job Senior Loan Officer for Direct Mortgage Loans
Industry Financial Services
Experience
Direct Mortgage Loans August 2015 - Present
RoundPoint Financial Group October 2013 - July 2015
NewDay USA November 2010 - October 2013
Nationstar Mortgage January 2005 - November 2010
United States Marine Corps January 2001 - January 2005
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Residential Mortgages, Loan Origination, VA loans, USDA, FHA financing, Loans, Credit, Certified Mortgage..., Government Loans, Reverse Mortgages, Banking, Underwriting, Finance, Credit Analysis, First Time Home Buyers, Investment Properties, FHA Financing, VA Loans
Education
North Carolina State University 2001 — 2005
Bachelor of Applied Science (BASc)
Direct Mortgage Loans August 2015 - Present
RoundPoint Financial Group October 2013 - July 2015
NewDay USA November 2010 - October 2013
Nationstar Mortgage January 2005 - November 2010
United States Marine Corps January 2001 - January 2005
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Residential Mortgages, Loan Origination, VA loans, USDA, FHA financing, Loans, Credit, Certified Mortgage..., Government Loans, Reverse Mortgages, Banking, Underwriting, Finance, Credit Analysis, First Time Home Buyers, Investment Properties, FHA Financing, VA Loans
Education
North Carolina State University 2001 — 2005
Bachelor of Applied Science (BASc)
Nathan Swift Nathan Swift's RoundPoint Financial Group Experience May 2010 - July 2012
Job Global IT Consultant
Industry Information Technology and Services
Experience
Compass Group October 2013 - Present
Xtreme Consulting Group, Inc. July 2012 - October 2013
RoundPoint Financial Group May 2010 - July 2012
HomeTrust Bank February 2005 - May 2010
Montreat College May 2003 - February 2005
American Chemistry Council May 2002 - August 2002
Skills
Microsoft Exchange, Active Directory, Citrix, Troubleshooting, System Deployment, SCCM, Technical Support, Microsoft Technologies, Windows Server, Hyper-V, Help Desk Support, Networking, Operating Systems, ITIL, System Administration, Security, Software Documentation, Powershell, Cisco Call Manager, Blackberry Enterprise..., Public Speaking, Process Improvement, Network Security, Data Center, SharePoint, Databases, MobileIron, Coaching, Mentoring, Windows Azure, Office 365, Exchange Online, ADFS, Windows Server 2008, Microsoft Exchange 2010, Toastmasters, Dell KACE, SharePoint Online
Education
Montreat College
BS, Histroy
Compass Group October 2013 - Present
Xtreme Consulting Group, Inc. July 2012 - October 2013
RoundPoint Financial Group May 2010 - July 2012
HomeTrust Bank February 2005 - May 2010
Montreat College May 2003 - February 2005
American Chemistry Council May 2002 - August 2002
Skills
Microsoft Exchange, Active Directory, Citrix, Troubleshooting, System Deployment, SCCM, Technical Support, Microsoft Technologies, Windows Server, Hyper-V, Help Desk Support, Networking, Operating Systems, ITIL, System Administration, Security, Software Documentation, Powershell, Cisco Call Manager, Blackberry Enterprise..., Public Speaking, Process Improvement, Network Security, Data Center, SharePoint, Databases, MobileIron, Coaching, Mentoring, Windows Azure, Office 365, Exchange Online, ADFS, Windows Server 2008, Microsoft Exchange 2010, Toastmasters, Dell KACE, SharePoint Online
Education
Montreat College
BS, Histroy
Laura Stauffer Laura Stauffer's RoundPoint Financial Group Experience April 2014 - September 2014
Job Financial Services Specialist
Industry Financial Services
Experience
ConsumerDirect Mortgage, A Division of FirstBank January 2015 - Present
RoundPoint Financial Group April 2014 - September 2014
RoundPoint Financial Group April 2013 - April 2014
RoundPoint Financial Group March 2012 - April 2013
PNC Bank January 2011 - March 2012
RBC Bank February 2008 - December 2010
Target May 2006 - February 2008
Weddington Swim Club May 1998 - September 2004
Skills
Residential Mortgages, Customer Retention, Customer Satisfaction, Customer Service, Loan Servicing, Time Management, Mortgage Servicing, Mortgage Underwriting, Cross Selling, Lines Of Credit
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Political Science
ConsumerDirect Mortgage, A Division of FirstBank January 2015 - Present
RoundPoint Financial Group April 2014 - September 2014
RoundPoint Financial Group April 2013 - April 2014
RoundPoint Financial Group March 2012 - April 2013
PNC Bank January 2011 - March 2012
RBC Bank February 2008 - December 2010
Target May 2006 - February 2008
Weddington Swim Club May 1998 - September 2004
Skills
Residential Mortgages, Customer Retention, Customer Satisfaction, Customer Service, Loan Servicing, Time Management, Mortgage Servicing, Mortgage Underwriting, Cross Selling, Lines Of Credit
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Political Science
Dana Pisani's RoundPoint Financial Group Experience July 2009 - July 2010
Job Solutions Specialist at Toshiba Business Solutions
Industry Automotive
Experience
Toshiba Business Solutions June 2013 - Present
AutoTrader.com July 2010 - July 2013
RoundPoint Financial Group July 2009 - July 2010
Independance Blue Cross August 2007 - 2008
GMAC ResCap January 2005 - January 2007
Foxtons Financial December 2003 - January 2005
Cendant Mortgage March 1998 - December 2003
Skills
Sales Management, Customer Retention, Credit, Account Management, New Business Development, Sales, Sales Process, Loans, Mortgage Lending, Customer Service, Cold Calling, Team Building, Strategic Planning, Management, Profit, Training, Social Media Marketing, Direct Sales, Customer Satisfaction, Automotive, Online Marketing, Negotiation, Selling, CRM, Lead Generation, Leadership, Business Development, Marketing, Sales Operations, B2B, Sales Presentations, Retail, Advertising, Salesforce.com, Marketing Strategy, Market Planning, Competitive Analysis, Online Advertising, SEM, Advertising Sales, Direct Marketing, Selling Skills, Email Marketing, Digital Marketing, Pricing, Key Account Management, Strategic Partnerships, Business Planning, Product Marketing
Education
Rowan University 1992 — 1997
Toshiba Business Solutions June 2013 - Present
AutoTrader.com July 2010 - July 2013
RoundPoint Financial Group July 2009 - July 2010
Independance Blue Cross August 2007 - 2008
GMAC ResCap January 2005 - January 2007
Foxtons Financial December 2003 - January 2005
Cendant Mortgage March 1998 - December 2003
Skills
Sales Management, Customer Retention, Credit, Account Management, New Business Development, Sales, Sales Process, Loans, Mortgage Lending, Customer Service, Cold Calling, Team Building, Strategic Planning, Management, Profit, Training, Social Media Marketing, Direct Sales, Customer Satisfaction, Automotive, Online Marketing, Negotiation, Selling, CRM, Lead Generation, Leadership, Business Development, Marketing, Sales Operations, B2B, Sales Presentations, Retail, Advertising, Salesforce.com, Marketing Strategy, Market Planning, Competitive Analysis, Online Advertising, SEM, Advertising Sales, Direct Marketing, Selling Skills, Email Marketing, Digital Marketing, Pricing, Key Account Management, Strategic Partnerships, Business Planning, Product Marketing
Education
Rowan University 1992 — 1997
Allison Horton's RoundPoint Financial Group Experience 2015 - Present
Job Customer Service Specialist at RoundPoint Financial Group
Industry Banking
Experience
RoundPoint Financial Group 2015 - Present
Publishing Concepts, Inc. July 2014 - November 2014
Bank of America November 2011 - September 2013
ITT Technical Institute December 2008 - June 2011
The Wall Street Journal 2000 - 2008
Skills
Business Development, CRM, Customer Service, Training, Account Management, Sales, Banking, Interviews, Event Management, Social Media Marketing, Management, New Business Development, Marketing Strategy
Education
Stephen F. Austin State University
Bachelor of Business Administration (B.B.A.)
RoundPoint Financial Group 2015 - Present
Publishing Concepts, Inc. July 2014 - November 2014
Bank of America November 2011 - September 2013
ITT Technical Institute December 2008 - June 2011
The Wall Street Journal 2000 - 2008
Skills
Business Development, CRM, Customer Service, Training, Account Management, Sales, Banking, Interviews, Event Management, Social Media Marketing, Management, New Business Development, Marketing Strategy
Education
Stephen F. Austin State University
Bachelor of Business Administration (B.B.A.)
Richard Venino's RoundPoint Financial Group Experience March 2014 - Present
Job Repurchase Manager at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group March 2014 - Present
First Tennessee Bank August 2009 - March 2014
Wells Fargo Home Mortgage February 2008 - July 2009
Decision One Mortgage July 2000 - December 2007
EquiFirst April 1997 - July 2000
Travelers Bank January 1996 - April 1997
Trident Abstract November 1992 - November 1995
Skills
Loans, Underwriting, Real Estate, Credit, Credit Analysis, Mortgage Banking, Loan Origination, Banking, Credit Risk, Risk Management, Financial Analysis, Residential Mortgages, Mortgage Lending, Consumer Lending, Commercial Mortgages, Mortgage Underwriting, Small Business Lending
Education
Pfeiffer University 2009 — 2012
Master of Business Administration (M.B.A.)
Mount Saint Mary's College 1988 — 1992
Bachelor's Degree, Business and Finance
MINGLE SCHOOL OF REAL ESTATE 2005 — 2006
Appraisals
RoundPoint Financial Group March 2014 - Present
First Tennessee Bank August 2009 - March 2014
Wells Fargo Home Mortgage February 2008 - July 2009
Decision One Mortgage July 2000 - December 2007
EquiFirst April 1997 - July 2000
Travelers Bank January 1996 - April 1997
Trident Abstract November 1992 - November 1995
Skills
Loans, Underwriting, Real Estate, Credit, Credit Analysis, Mortgage Banking, Loan Origination, Banking, Credit Risk, Risk Management, Financial Analysis, Residential Mortgages, Mortgage Lending, Consumer Lending, Commercial Mortgages, Mortgage Underwriting, Small Business Lending
Education
Pfeiffer University 2009 — 2012
Master of Business Administration (M.B.A.)
Mount Saint Mary's College 1988 — 1992
Bachelor's Degree, Business and Finance
MINGLE SCHOOL OF REAL ESTATE 2005 — 2006
Appraisals
Jaime Shaw's RoundPoint Financial Group Experience February 2014 - August 2014
Job Sr. Processor
Industry Financial Services
Experience
Atlantic Bay Mortgage Group August 2014 - Present
RoundPoint Financial Group February 2014 - August 2014
First Financial Services, Inc. July 2012 - December 2013
Ameritrust October 2011 - July 2012
First Financial Services, Inc. December 2010 - October 2011
Morrocroft Mortgage Services September 2009 - December 2010
Ameritrust October 2008 - November 2009
Ace Mortgage Funding December 2007 - July 2008
Ameritrust 2001 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Credit, Refinance, Underwriting, Banking, USDA, Residential Mortgages, Customer Service, Credit Analysis, VA loans, Mortgage Underwriting, Government Loans, Investment Properties, Short Sales, Condos, FHA Financing, First Time Home Buyers, Construction Loans, Real Estate, REO, Consumer Lending, VA Loans
Education
University of North Carolina at Charlotte 1995 — 2002
Bachelor's degree, Psychology
University of North Carolina at Charlotte 1995 — 2001
Bachelor of Fine Arts (BFA), Photography
Atlantic Bay Mortgage Group August 2014 - Present
RoundPoint Financial Group February 2014 - August 2014
First Financial Services, Inc. July 2012 - December 2013
Ameritrust October 2011 - July 2012
First Financial Services, Inc. December 2010 - October 2011
Morrocroft Mortgage Services September 2009 - December 2010
Ameritrust October 2008 - November 2009
Ace Mortgage Funding December 2007 - July 2008
Ameritrust 2001 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Credit, Refinance, Underwriting, Banking, USDA, Residential Mortgages, Customer Service, Credit Analysis, VA loans, Mortgage Underwriting, Government Loans, Investment Properties, Short Sales, Condos, FHA Financing, First Time Home Buyers, Construction Loans, Real Estate, REO, Consumer Lending, VA Loans
Education
University of North Carolina at Charlotte 1995 — 2002
Bachelor's degree, Psychology
University of North Carolina at Charlotte 1995 — 2001
Bachelor of Fine Arts (BFA), Photography
Bryan Partridge's RoundPoint Financial Group Experience June 2012 - December 2013
Job Sr. Account Executive B2R Finance L.P.
Industry Financial Services
Experience
RoundPoint Financial Group June 2012 - December 2013
Bank of America 2009 - 2012
LandAmerica Financial Group 2007 - 2008
Cape Coral Mortgage, Inc. 2000 - 2007
Ocwen Financial Corporation 1999 - 1999
US Mortgage Corporation 1997 - 1999
Skills
Relationship Management, New Business Development, Commercial Real Estate, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Sales Management, Real Estate Investment..., FHA, Commercial Lending, VA loans, Commercial Mortgages, NMLS Licensed, Investment Properties, REO, Investors
Education
University of Central Florida 1993 — 1997
Health Services Administration
Wellington High School
RoundPoint Financial Group June 2012 - December 2013
Bank of America 2009 - 2012
LandAmerica Financial Group 2007 - 2008
Cape Coral Mortgage, Inc. 2000 - 2007
Ocwen Financial Corporation 1999 - 1999
US Mortgage Corporation 1997 - 1999
Skills
Relationship Management, New Business Development, Commercial Real Estate, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Sales Management, Real Estate Investment..., FHA, Commercial Lending, VA loans, Commercial Mortgages, NMLS Licensed, Investment Properties, REO, Investors
Education
University of Central Florida 1993 — 1997
Health Services Administration
Wellington High School
Kim Zagora's RoundPoint Financial Group Experience November 2010 - July 2011
Job Mortgage loan Underwriter
Industry Financial Services
Experience
Movement Mortgage, LLC May 2014 - Present
ITWORKS MARKETING October 2013 - Present
TZI LLC January 2010 - Present
Wells Fargo Home Mortgage December 2012 - April 2014
Bank of America April 2012 - December 2012
Wyndham Capital Mortgage August 2011 - April 2012
RoundPoint Financial Group November 2010 - July 2011
Residential Mortgage Center May 2006 - 2010
Sunrise South Mortgage May 2004 - April 2006
Richard Tocado Companies April 2001 - April 2004
Skills
Refinance, Mortgage Lending, Loans, USDA, Loan Origination, Mortgage Banking, Investment Properties, First Time Home Buyers, Real Estate, Credit, REO, Underwriting, Residential Mortgages, Banking, Customer Service, Mortgage Servicing, Referrals, Home Equity Loans, Investors, Finance, Sales, Mortgage Underwriting, Communication Skills, Sellers, Title Insurance, Credit Analysis, Funding, Loss Mitigation, Government Loans, Construction Loans, Real Estate Financing, Management, HUD, Leadership, Insurance, Consumer Lending
Education
Rockland Community College 1990 — 1994
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
Movement Mortgage, LLC May 2014 - Present
ITWORKS MARKETING October 2013 - Present
TZI LLC January 2010 - Present
Wells Fargo Home Mortgage December 2012 - April 2014
Bank of America April 2012 - December 2012
Wyndham Capital Mortgage August 2011 - April 2012
RoundPoint Financial Group November 2010 - July 2011
Residential Mortgage Center May 2006 - 2010
Sunrise South Mortgage May 2004 - April 2006
Richard Tocado Companies April 2001 - April 2004
Skills
Refinance, Mortgage Lending, Loans, USDA, Loan Origination, Mortgage Banking, Investment Properties, First Time Home Buyers, Real Estate, Credit, REO, Underwriting, Residential Mortgages, Banking, Customer Service, Mortgage Servicing, Referrals, Home Equity Loans, Investors, Finance, Sales, Mortgage Underwriting, Communication Skills, Sellers, Title Insurance, Credit Analysis, Funding, Loss Mitigation, Government Loans, Construction Loans, Real Estate Financing, Management, HUD, Leadership, Insurance, Consumer Lending
Education
Rockland Community College 1990 — 1994
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
Deanna Collins's RoundPoint Financial Group Experience August 2010 - April 2013
Job Loan Officer at Sebonic Financial
Industry Financial Services
Experience
Roundpoint Mortgage August 2010 - Present
RoundPoint Financial Group August 2010 - April 2013
Meridias Capital August 1999 - August 2010
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Residential Mortgages, Loan Origination, Loans, VA loans, FHA financing, Credit
Education
University of Nevada-Las Vegas
Bachelor of Business Administration (B.B.A.), Marketing
Roundpoint Mortgage August 2010 - Present
RoundPoint Financial Group August 2010 - April 2013
Meridias Capital August 1999 - August 2010
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Residential Mortgages, Loan Origination, Loans, VA loans, FHA financing, Credit
Education
University of Nevada-Las Vegas
Bachelor of Business Administration (B.B.A.), Marketing
Parkes Dibble's RoundPoint Financial Group Experience January 2014 - December 2014
Job VP Counterparty Risk, Servicing and Vendor Managment at Deephaven Mortgage LLC
Industry Banking
Experience
Deephaven Mortgage LLC March 2015 - Present
RoundPoint Financial Group January 2014 - December 2014
First Horizon National Corporation June 2010 - July 2013
First Horizon National Corporation January 2008 - May 2010
HSBC Mortgage Services August 1999 - April 2007
Decision One Mortgage June 1996 - August 1999
First Union National Bank October 1987 - June 1996
Roby and Sims June 1984 - October 1987
Andersen Consulting August 1983 - May 1984
Skills
Mortgage, Credit, Portfolio Management, Risk, Risk Management, Mergers, Analytics, Financial Analysis, Due Diligence, Strategic Planning, Mortgage Lending, Credit Risk, Credit Analysis, Securities, Financial Modeling, Business Analysis, Vendor Management, Financial Risk, Loans, Mergers & Acquisitions, Financial Services, Banking, Loss Mitigation, Finance, Valuation, Relationship Management, Treasury Management, Loan Origination, Mortgage Banking, Corporate Finance, Underwriting, Commercial Lending, Capital Markets, Commercial Banking, Management, Asset Management, Consumer Lending, Executive Management, Analysis, Loan Servicing, Leadership, Process Improvement, Residential Mortgages, Refinance
Education
Highland Park High
Southern Methodist University
BSME, Mechanical Engineering
Southern Methodist University - Cox School of Business
MBA, Finance, General
Deephaven Mortgage LLC March 2015 - Present
RoundPoint Financial Group January 2014 - December 2014
First Horizon National Corporation June 2010 - July 2013
First Horizon National Corporation January 2008 - May 2010
HSBC Mortgage Services August 1999 - April 2007
Decision One Mortgage June 1996 - August 1999
First Union National Bank October 1987 - June 1996
Roby and Sims June 1984 - October 1987
Andersen Consulting August 1983 - May 1984
Skills
Mortgage, Credit, Portfolio Management, Risk, Risk Management, Mergers, Analytics, Financial Analysis, Due Diligence, Strategic Planning, Mortgage Lending, Credit Risk, Credit Analysis, Securities, Financial Modeling, Business Analysis, Vendor Management, Financial Risk, Loans, Mergers & Acquisitions, Financial Services, Banking, Loss Mitigation, Finance, Valuation, Relationship Management, Treasury Management, Loan Origination, Mortgage Banking, Corporate Finance, Underwriting, Commercial Lending, Capital Markets, Commercial Banking, Management, Asset Management, Consumer Lending, Executive Management, Analysis, Loan Servicing, Leadership, Process Improvement, Residential Mortgages, Refinance
Education
Highland Park High
Southern Methodist University
BSME, Mechanical Engineering
Southern Methodist University - Cox School of Business
MBA, Finance, General
Steve Forsythe's RoundPoint Financial Group Experience May 2013 - Present
Job SVP and General Counsel at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group May 2013 - Present
Homeward Residential, Inc. April 2009 - April 2013
Hunton & Williams LLP August 2005 - October 2009
Chapman and Cutler LLP September 2001 - August 2005
IBM Credit Corporation 1995 - 1998
Skills
Corporate Law, Securities, Commercial Litigation, Litigation Management, Mergers, Due Diligence, Corporate Governance, Employment Law, Securities Regulation, Legal Writing, Real Estate, Intellectual Property, Capital Markets, Mortgage Lending, Banking, Legal Compliance, Finance, Loans, Mergers & Acquisitions, Credit, Structured Finance, Investments, Securitization, Joint Ventures
Education
University of Illinois College of Law 1998 — 2001
J.D., Law
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Psychology
RoundPoint Financial Group May 2013 - Present
Homeward Residential, Inc. April 2009 - April 2013
Hunton & Williams LLP August 2005 - October 2009
Chapman and Cutler LLP September 2001 - August 2005
IBM Credit Corporation 1995 - 1998
Skills
Corporate Law, Securities, Commercial Litigation, Litigation Management, Mergers, Due Diligence, Corporate Governance, Employment Law, Securities Regulation, Legal Writing, Real Estate, Intellectual Property, Capital Markets, Mortgage Lending, Banking, Legal Compliance, Finance, Loans, Mergers & Acquisitions, Credit, Structured Finance, Investments, Securitization, Joint Ventures
Education
University of Illinois College of Law 1998 — 2001
J.D., Law
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Psychology
Wes Putnam's RoundPoint Financial Group Experience April 2014 - Present
Job Mortgage Loan Officer at Cardinal Financial, LP
Industry Financial Services
Experience
Cardinal Financial, LP September 2014 - Present
RoundPoint Financial Group April 2014 - Present
RoundPoint Financial Group July 2012 - April 2014
Bank of America April 2009 - July 2012
BB&T June 2004 - June 2007
Skills
FHA financing, Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Mortgage Servicing, Financial Analysis, Retail Banking, Loan Origination, Encompass 360, Home Equity Lines of..., Home Equity Loans
Education
North Carolina State University 1996 — 2001
Bachelor's degree, Mass Communication, 3.2
Cardinal Financial, LP September 2014 - Present
RoundPoint Financial Group April 2014 - Present
RoundPoint Financial Group July 2012 - April 2014
Bank of America April 2009 - July 2012
BB&T June 2004 - June 2007
Skills
FHA financing, Residential Mortgages, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Mortgage Servicing, Financial Analysis, Retail Banking, Loan Origination, Encompass 360, Home Equity Lines of..., Home Equity Loans
Education
North Carolina State University 1996 — 2001
Bachelor's degree, Mass Communication, 3.2
Hilary Holloway's RoundPoint Financial Group Experience January 2014 - November 2014
Job Mortgage Underwriter
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2014 - Present
RoundPoint Financial Group January 2014 - November 2014
Bank of America June 2011 - December 2013
Wells Fargo Home Mortgage February 2010 - June 2011
Lexington Commons HOA May 2008 - October 2010
PreGel AMERICA January 2009 - January 2010
Sherpa May 2008 - December 2008
Charlotte Regional Partnership April 2008 - May 2008
Personalized Therapy Inc November 2007 - February 2008
JPMorgan Chase Bank NA April 2005 - November 2007
Skills
Sales, Recruiting, Microsoft Excel, Customer Service, Training, Quality Assurance, Loans, FNMA, FHLMC, Teamwork, Salesforce.com, Program Management, Event Planning, Coaching, Analysis, Process Improvement, Mortgage Lending, Finance, Banking, Microsoft Office, Mortgage Banking, Credit, Leadership, Credit Analysis, Underwriting, Portfolio Management, Loss Mitigation, FHA, Mortgage Servicing, Team Building, Financial Risk, Consumer Lending
Education
State University of New York College at Fredonia 2002 — 2004
BA
Niagara County Community College 2000 — 2002
A.A.S Liberal Arts
Wells Fargo Home Mortgage November 2014 - Present
RoundPoint Financial Group January 2014 - November 2014
Bank of America June 2011 - December 2013
Wells Fargo Home Mortgage February 2010 - June 2011
Lexington Commons HOA May 2008 - October 2010
PreGel AMERICA January 2009 - January 2010
Sherpa May 2008 - December 2008
Charlotte Regional Partnership April 2008 - May 2008
Personalized Therapy Inc November 2007 - February 2008
JPMorgan Chase Bank NA April 2005 - November 2007
Skills
Sales, Recruiting, Microsoft Excel, Customer Service, Training, Quality Assurance, Loans, FNMA, FHLMC, Teamwork, Salesforce.com, Program Management, Event Planning, Coaching, Analysis, Process Improvement, Mortgage Lending, Finance, Banking, Microsoft Office, Mortgage Banking, Credit, Leadership, Credit Analysis, Underwriting, Portfolio Management, Loss Mitigation, FHA, Mortgage Servicing, Team Building, Financial Risk, Consumer Lending
Education
State University of New York College at Fredonia 2002 — 2004
BA
Niagara County Community College 2000 — 2002
A.A.S Liberal Arts
Stephen Spivey's RoundPoint Financial Group Experience September 2012 - January 2014
Job Sr. Mortgage Banker at Consumer Direct Mortgage
Industry Financial Services
Experience
Consumer Direct Mortgage February 2015 - Present
RoundPoint Financial Group September 2012 - January 2014
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Loans, Residential Mortgages, Credit, VA loans, FHA financing, Banking, USDA, Credit Analysis, Underwriting, Financial Services, FHA Financing, VA Loans
Education
University of North Carolina at Charlotte 1990 — 1992
Consumer Direct Mortgage February 2015 - Present
RoundPoint Financial Group September 2012 - January 2014
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Loans, Residential Mortgages, Credit, VA loans, FHA financing, Banking, USDA, Credit Analysis, Underwriting, Financial Services, FHA Financing, VA Loans
Education
University of North Carolina at Charlotte 1990 — 1992
Randall Wood's RoundPoint Financial Group Experience February 2014 - September 2014
Job Vice President of Compliance RoundPoint Mortgage Servicing Corporation
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corporation September 2014 - Present
RoundPoint Financial Group February 2014 - September 2014
Anderson Wood Law, LLC March 2012 - February 2014
Mortgage Educators June 2012 - November 2013
Ascione and Associates June 2011 - March 2012
XanGo 2007 - 2007
Skills
Civil Litigation, Legal Research, Legal Writing, Trusts, Commercial Litigation, Compliance Regulations, Corporate Law, Banking, Bankruptcy, Westlaw, Credit, Mortgage Lending, Refinance, Tax Law, Legal Issues, Mortgage Banking, Residential Mortgages, Federal Compliance, Contracts, Wills, Trial Practice, CFPB
Education
University of Washington School of Law 2009 — 2010
LLM, Taxation
New England School of Law 2006 — 2009
Juris Doctorate
RoundPoint Mortgage Servicing Corporation September 2014 - Present
RoundPoint Financial Group February 2014 - September 2014
Anderson Wood Law, LLC March 2012 - February 2014
Mortgage Educators June 2012 - November 2013
Ascione and Associates June 2011 - March 2012
XanGo 2007 - 2007
Skills
Civil Litigation, Legal Research, Legal Writing, Trusts, Commercial Litigation, Compliance Regulations, Corporate Law, Banking, Bankruptcy, Westlaw, Credit, Mortgage Lending, Refinance, Tax Law, Legal Issues, Mortgage Banking, Residential Mortgages, Federal Compliance, Contracts, Wills, Trial Practice, CFPB
Education
University of Washington School of Law 2009 — 2010
LLM, Taxation
New England School of Law 2006 — 2009
Juris Doctorate
Al Price's RoundPoint Financial Group Experience August 2015 - Present
Job Senior Vice President Business Development at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group August 2015 - Present
LoanCare, A ServiceLink Company August 2014 - August 2015
Nationstar Mortgage August 2012 - August 2014
BBVA Compass May 2011 - September 2012
Integrated Capital Strategies June 2009 - December 2011
Bank of America February 2006 - December 2009
Fannie Mae February 2000 - November 2006
Skills
Commercial Banking, Loans, Credit, Consumer Lending, Banking, Workout, Lines Of Credit, Credit Analysis, Credit Risk, Financial Risk, Loan Origination, Mortgage Banking, Portfolio Management, Mortgage Lending, Residential Mortgages
Education
University of Baltimore 1990 — 1992
Bachelor's degree, Business Administration and Management, General
University of Baltimore
Bachelor of Arts (B.A.), Political Science
RoundPoint Financial Group August 2015 - Present
LoanCare, A ServiceLink Company August 2014 - August 2015
Nationstar Mortgage August 2012 - August 2014
BBVA Compass May 2011 - September 2012
Integrated Capital Strategies June 2009 - December 2011
Bank of America February 2006 - December 2009
Fannie Mae February 2000 - November 2006
Skills
Commercial Banking, Loans, Credit, Consumer Lending, Banking, Workout, Lines Of Credit, Credit Analysis, Credit Risk, Financial Risk, Loan Origination, Mortgage Banking, Portfolio Management, Mortgage Lending, Residential Mortgages
Education
University of Baltimore 1990 — 1992
Bachelor's degree, Business Administration and Management, General
University of Baltimore
Bachelor of Arts (B.A.), Political Science
Jiri Steele's RoundPoint Financial Group Experience February 2012 - April 2012
Job SR DE Underwriter at NYCB Mortgage
Industry Financial Services
Experience
NYCB July 2014 - Present
Hamilton Group Funding, Inc. April 2012 - February 2014
RoundPoint Financial Group February 2012 - April 2012
Aklero Risk Analytics, Inc. August 2011 - December 2011
PNC November 2010 - August 2011
Primary Residential Mortgage August 2010 - October 2010
Sky Investment Services d/b/a Northstar Lending June 2009 - August 2010
South Florida Educational Federal Credit Union July 2008 - October 2008
National City Mortgage k/n/a PNC February 2001 - February 2008
Commonwealth United Mortgage June 2000 - February 2001
Skills
FHA, Mortgage Lending, Mortgage Banking, Loan Origination, FHA financing, Underwriting, Credit, Loans, Refinance, USDA, Mortgage Underwriting, Credit Risk, Residential Mortgages, Pricing, Credit Analysis, Risk Management, Operations Management, Mortgage, Mortgage Industry, Operating Budgets, Profit Center Management
Education
Miami Dade College 1973 — 1974
Hialeah High 1969 — 1973
H.S., Academic
NYCB July 2014 - Present
Hamilton Group Funding, Inc. April 2012 - February 2014
RoundPoint Financial Group February 2012 - April 2012
Aklero Risk Analytics, Inc. August 2011 - December 2011
PNC November 2010 - August 2011
Primary Residential Mortgage August 2010 - October 2010
Sky Investment Services d/b/a Northstar Lending June 2009 - August 2010
South Florida Educational Federal Credit Union July 2008 - October 2008
National City Mortgage k/n/a PNC February 2001 - February 2008
Commonwealth United Mortgage June 2000 - February 2001
Skills
FHA, Mortgage Lending, Mortgage Banking, Loan Origination, FHA financing, Underwriting, Credit, Loans, Refinance, USDA, Mortgage Underwriting, Credit Risk, Residential Mortgages, Pricing, Credit Analysis, Risk Management, Operations Management, Mortgage, Mortgage Industry, Operating Budgets, Profit Center Management
Education
Miami Dade College 1973 — 1974
Hialeah High 1969 — 1973
H.S., Academic
Terry Silver's RoundPoint Financial Group Experience October 2012 - Present
Job Corporate Accountant at RoundPoint Financial Group
Industry Accounting
Experience
RoundPoint Financial Group October 2012 - Present
Kuester Management Group May 2009 - August 2012
American Asset Corporation September 2005 - November 2008
Skills
Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Research
Education
The College of St. Scholastica 1994 — 1998
Bachelor of Arts (B.A.), Accounting
RoundPoint Financial Group October 2012 - Present
Kuester Management Group May 2009 - August 2012
American Asset Corporation September 2005 - November 2008
Skills
Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Research
Education
The College of St. Scholastica 1994 — 1998
Bachelor of Arts (B.A.), Accounting
Alyson Myers's RoundPoint Financial Group Experience April 2013 - May 2014
Job Home Loan Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
RoundPoint Financial Group April 2013 - May 2014
Bank of America April 2009 - April 2013
HSBC June 2006 - March 2009
Skills
Credit, FHA, Loans, Loan Origination, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales, VA Loans
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Spanish
TIAA-CREF May 2014 - Present
RoundPoint Financial Group April 2013 - May 2014
Bank of America April 2009 - April 2013
HSBC June 2006 - March 2009
Skills
Credit, FHA, Loans, Loan Origination, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales, VA Loans
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Spanish
Mitchell Dengler's RoundPoint Financial Group Experience December 2013 - Present
Job Asset Manager
Industry Financial Services
Experience
RoundPoint Financial Group December 2013 - Present
RoundPoint Financial Group January 2013 - January 2014
RoundPoint Financial Group December 2011 - December 2012
Wells Fargo March 2011 - November 2011
Wells Fargo August 2009 - February 2011
Wells Fargo May 2009 - July 2009
Skills
Credit, Loans, Banking, Customer Service, Mortgage Banking, Mortgage Lending, Portfolio Management
Education
Saint Bonaventure University 2004 — 2008
Liberal Arts, Sociology, Economics, Criminal Justice
RoundPoint Financial Group December 2013 - Present
RoundPoint Financial Group January 2013 - January 2014
RoundPoint Financial Group December 2011 - December 2012
Wells Fargo March 2011 - November 2011
Wells Fargo August 2009 - February 2011
Wells Fargo May 2009 - July 2009
Skills
Credit, Loans, Banking, Customer Service, Mortgage Banking, Mortgage Lending, Portfolio Management
Education
Saint Bonaventure University 2004 — 2008
Liberal Arts, Sociology, Economics, Criminal Justice
Steve Jeon's RoundPoint Financial Group Experience February 2010 - October 2010
Job Business Solutions Expert
Industry Information Technology and Services
Experience
Walmart December 2010 - Present
RoundPoint Financial Group February 2010 - October 2010
Wachovia Corporation October 2008 - April 2009
Contactor October 2006 - October 2008
Maverick Funding, LFS Home Loans April 2003 - October 2006
Skills
Software Documentation, Business Analysis, Quality Assurance, Requirements Gathering, User Acceptance Testing, Financial Analysis, Call Centers, Cross-functional Team..., SDLC, Databases, Visio, Process Improvement, Loans, Agile Methodologies, Business Intelligence, Mortgage Lending, Analytics, Vendor Management, Training, Data Analysis, Business Process..., Oracle, Business Process, Analysis, Data Warehousing, Program Management
Education
North Carolina State University
School of Engineering, CE
Walmart December 2010 - Present
RoundPoint Financial Group February 2010 - October 2010
Wachovia Corporation October 2008 - April 2009
Contactor October 2006 - October 2008
Maverick Funding, LFS Home Loans April 2003 - October 2006
Skills
Software Documentation, Business Analysis, Quality Assurance, Requirements Gathering, User Acceptance Testing, Financial Analysis, Call Centers, Cross-functional Team..., SDLC, Databases, Visio, Process Improvement, Loans, Agile Methodologies, Business Intelligence, Mortgage Lending, Analytics, Vendor Management, Training, Data Analysis, Business Process..., Oracle, Business Process, Analysis, Data Warehousing, Program Management
Education
North Carolina State University
School of Engineering, CE
Hemita Patel's RoundPoint Financial Group Experience May 2013 - February 2015
Job Investor Reporting Analyst at RoundPoint Mortgage Servicing Corporation
Industry Banking
Experience
RoundPoint Financial Group May 2013 - February 2015
Wells Fargo May 2012 - April 2013
Bank of America August 2011 - October 2011
Bank of America February 2011 - June 2011
Bank of America October 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2009 - September 2009
Bank of America June 2007 - February 2008
Novant Health – Presbyterian Hospital December 2004 - April 2006
Skills
General Ledger, Invoicing, Accounting, Financial Analysis, Account Reconciliation, Variance Analysis, Financial Accounting, Cash Management, Analysis, Accruals, Journal Entries, Financial Reporting, GAAP, Microsoft Excel, Cash Flow, Reconciliation, Loans, Access, Budgeting, Pivot Tables, Outlook, PowerPoint, Spreadsheets, Consolidation, Data Analysis, Rent Roll, Expenses, Credit, Forecasting, Financial Modeling, Property Tax, Internal Audit, SEC Corporate Reports, SOX, Yardi Property..., Oracle GL-IrisWeb, Data Mining, Databases, Budget Forecasts, Lease Accounting, Iris Web - Oracle..., LPS/MSP/Blacknight, SharePoint, OCIE, GSE Investor Reporting..., SQL Server Management..., SQL, Asset Transfer System, V-Lookups/H-Lookups, MS Excel Pivot Tables
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S., Accounting & Finance
RoundPoint Financial Group May 2013 - February 2015
Wells Fargo May 2012 - April 2013
Bank of America August 2011 - October 2011
Bank of America February 2011 - June 2011
Bank of America October 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2009 - September 2009
Bank of America June 2007 - February 2008
Novant Health – Presbyterian Hospital December 2004 - April 2006
Skills
General Ledger, Invoicing, Accounting, Financial Analysis, Account Reconciliation, Variance Analysis, Financial Accounting, Cash Management, Analysis, Accruals, Journal Entries, Financial Reporting, GAAP, Microsoft Excel, Cash Flow, Reconciliation, Loans, Access, Budgeting, Pivot Tables, Outlook, PowerPoint, Spreadsheets, Consolidation, Data Analysis, Rent Roll, Expenses, Credit, Forecasting, Financial Modeling, Property Tax, Internal Audit, SEC Corporate Reports, SOX, Yardi Property..., Oracle GL-IrisWeb, Data Mining, Databases, Budget Forecasts, Lease Accounting, Iris Web - Oracle..., LPS/MSP/Blacknight, SharePoint, OCIE, GSE Investor Reporting..., SQL Server Management..., SQL, Asset Transfer System, V-Lookups/H-Lookups, MS Excel Pivot Tables
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S., Accounting & Finance
Jonya Watts's RoundPoint Financial Group Experience July 2012 - Present
Job Litigation Paralegal at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group July 2012 - Present
American Home Mortgage Servicing January 2012 - July 2012
Saxon Mortgage a division of Morgan Stanley November 2010 - January 2012
National Bankruptcy Services.com LLC June 2010 - November 2010
Citi Capital Commercial Corp./GE Capital Commercial Corp. September 2004 - June 2010
CitiCapital Commerical Corporation July 2001 - September 2004
CitiCapital Commerical Corp. fka Associates Cmmercial Corp March 2000 - July 2001
Skills
Mortgage Servicing, Litigation, Loan Servicing, Bankruptcy, Default, Litigation Management, Legal Documents, Loan Modifications, Foreclosures, Courts, Hearings, Mediation, Trials, Loans, Mortgage Lending
Education
Univeristy of North Texas 2001 — 2001
Paralegal Certificate
Texas A&M University-Commerce 1994 — 1998
Bacholer of Science, Health Education
RoundPoint Financial Group July 2012 - Present
American Home Mortgage Servicing January 2012 - July 2012
Saxon Mortgage a division of Morgan Stanley November 2010 - January 2012
National Bankruptcy Services.com LLC June 2010 - November 2010
Citi Capital Commercial Corp./GE Capital Commercial Corp. September 2004 - June 2010
CitiCapital Commerical Corporation July 2001 - September 2004
CitiCapital Commerical Corp. fka Associates Cmmercial Corp March 2000 - July 2001
Skills
Mortgage Servicing, Litigation, Loan Servicing, Bankruptcy, Default, Litigation Management, Legal Documents, Loan Modifications, Foreclosures, Courts, Hearings, Mediation, Trials, Loans, Mortgage Lending
Education
Univeristy of North Texas 2001 — 2001
Paralegal Certificate
Texas A&M University-Commerce 1994 — 1998
Bacholer of Science, Health Education
Sue Tembrock, Inactive CPA's RoundPoint Financial Group Experience January 2011 - June 2012
Job Senior Consultant at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources November 2007 - Present
RoundPoint Financial Group January 2011 - June 2012
Ameriprise Financial Services, Inc. November 2011 - April 2012
TCF Bank June 2011 - August 2011
GMAC ResCap November 2007 - December 2010
ResMor Trust Company October 2009 - March 2010
Wells Fargo - Corporate Trust Services April 2006 - December 2006
Wells Fargo June 1996 - December 2006
Wells Fargo Insurance Services December 2003 - April 2006
Wells Fargo March 2001 - December 2003
Education
St. Cloud State University 1982 — 1984
Bachelor of Science (BS), Accounting
Robert Half Management Resources November 2007 - Present
RoundPoint Financial Group January 2011 - June 2012
Ameriprise Financial Services, Inc. November 2011 - April 2012
TCF Bank June 2011 - August 2011
GMAC ResCap November 2007 - December 2010
ResMor Trust Company October 2009 - March 2010
Wells Fargo - Corporate Trust Services April 2006 - December 2006
Wells Fargo June 1996 - December 2006
Wells Fargo Insurance Services December 2003 - April 2006
Wells Fargo March 2001 - December 2003
Education
St. Cloud State University 1982 — 1984
Bachelor of Science (BS), Accounting
Renee Cave's RoundPoint Financial Group Experience August 2013 - October 2014
Job Higher Education Professional
Industry Higher Education
Experience
York Technical College January 2015 - Present
York Technical College May 2014 - Present
RoundPoint Financial Group August 2013 - October 2014
UNC Charlotte August 2011 - May 2013
First Citizens Bank & Trust of South Carolina September 2010 - August 2011
Winthrop University January 2010 - May 2010
Skills
Research, Microsoft Office, Public Speaking, Event Planning, PowerPoint, Spanish, Community Outreach, Editing, Fundraising, Higher Education, Social Media, Data Analysis, Sales, Social Networking, Teaching, Customer Service, Time Management, Nonprofits
Education
University of North Carolina at Charlotte 2011 — 2013
Master of Arts (M.A.), Spanish Translation Studies
Winthrop University 2006 — 2010
Bachelor of Arts (B.A.), Spanish
York Technical College January 2015 - Present
York Technical College May 2014 - Present
RoundPoint Financial Group August 2013 - October 2014
UNC Charlotte August 2011 - May 2013
First Citizens Bank & Trust of South Carolina September 2010 - August 2011
Winthrop University January 2010 - May 2010
Skills
Research, Microsoft Office, Public Speaking, Event Planning, PowerPoint, Spanish, Community Outreach, Editing, Fundraising, Higher Education, Social Media, Data Analysis, Sales, Social Networking, Teaching, Customer Service, Time Management, Nonprofits
Education
University of North Carolina at Charlotte 2011 — 2013
Master of Arts (M.A.), Spanish Translation Studies
Winthrop University 2006 — 2010
Bachelor of Arts (B.A.), Spanish
Kevin Brungardt's RoundPoint Financial Group Experience June 2010 - June 2011
Job Chief Executive Officer RoundPoint Mortgage Servicing Corp
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corp January 2015 - Present
Tavistock Group 2011 - Present
RoundPoint Financial Group June 2010 - June 2011
Citi May 2009 - June 2010
Fannie Mae September 2006 - May 2009
GMAC-RFC January 1999 - September 2006
Skills
Mortgage Lending, Asset Managment, Portfolio Management, Capital Markets, Credit, Loans, Mortgage Banking, Risk Management, Banking, MBS, Loan Origination, Financial Risk, Valuation, Credit Risk, Fixed Income, Asset Management, Due Diligence, Financial Services, Loan Servicing, Structured Finance, Leadership, Executive Management, Management
Education
Stanford University Graduate School of Business 2005 — 2005
SEP, Business Administration and Management, General
University of Texas at Dallas 1994 — 1997
MS, Economics
University of North Texas 1988 — 1992
BBA, Finance
Berkner High School 1985 — 1988
High School Diploma
RoundPoint Mortgage Servicing Corp January 2015 - Present
Tavistock Group 2011 - Present
RoundPoint Financial Group June 2010 - June 2011
Citi May 2009 - June 2010
Fannie Mae September 2006 - May 2009
GMAC-RFC January 1999 - September 2006
Skills
Mortgage Lending, Asset Managment, Portfolio Management, Capital Markets, Credit, Loans, Mortgage Banking, Risk Management, Banking, MBS, Loan Origination, Financial Risk, Valuation, Credit Risk, Fixed Income, Asset Management, Due Diligence, Financial Services, Loan Servicing, Structured Finance, Leadership, Executive Management, Management
Education
Stanford University Graduate School of Business 2005 — 2005
SEP, Business Administration and Management, General
University of Texas at Dallas 1994 — 1997
MS, Economics
University of North Texas 1988 — 1992
BBA, Finance
Berkner High School 1985 — 1988
High School Diploma
Blair Calabrese's RoundPoint Financial Group Experience May 2013 - August 2014
Job Mortgage Loan Closer at Cardinal Financial
Industry Banking
Experience
Cardinal Financial August 2014 - Present
RoundPoint Financial Group May 2013 - August 2014
Wyndham Capital Mortgage February 2012 - May 2013
Skills
Marketing, Account Management, Advertising, Social Media
Education
The University of Texas at San Antonio 2004 — 2006
Bachelor's Degree, Dental Hygiene/Hygienist
Cardinal Financial August 2014 - Present
RoundPoint Financial Group May 2013 - August 2014
Wyndham Capital Mortgage February 2012 - May 2013
Skills
Marketing, Account Management, Advertising, Social Media
Education
The University of Texas at San Antonio 2004 — 2006
Bachelor's Degree, Dental Hygiene/Hygienist
Nathan J. Bouchér's RoundPoint Financial Group Experience March 2014 - Present
Job VP & Assistant General Counsel
Industry Financial Services
Experience
RoundPoint Financial Group March 2014 - Present
Ocwen Financial Corporation July 2009 - March 2014
Nowak & Stauch, LLP September 2008 - July 2009
Law Office of Nathan J. Bouchér, PLLC May 2005 - September 2008
Foreman Perry Watkins Krutz & Tardy, LLC October 2002 - May 2005
Skills
Litigation, Litigation Management, Corporate Law, Commercial Litigation, Civil Litigation, Management, Mortgage Servicing, Consumer Finance..., Asset-backed..., Bankruptcy, Legal Research, Trials, Mediation, Legal Writing, Loss Mitigation, Pleadings, Mortgage Lending, Class Actions, Product Liability, Courts, Alternative Dispute..., Legal Advice, Depositions, Creditors' Rights, Hearings, Family Law
Education
Southern Methodist University Dedman School of Law 1999 — 2002
J.D., Law
Texas A&M University 1994 — 1999
B.S., Political Science
RoundPoint Financial Group March 2014 - Present
Ocwen Financial Corporation July 2009 - March 2014
Nowak & Stauch, LLP September 2008 - July 2009
Law Office of Nathan J. Bouchér, PLLC May 2005 - September 2008
Foreman Perry Watkins Krutz & Tardy, LLC October 2002 - May 2005
Skills
Litigation, Litigation Management, Corporate Law, Commercial Litigation, Civil Litigation, Management, Mortgage Servicing, Consumer Finance..., Asset-backed..., Bankruptcy, Legal Research, Trials, Mediation, Legal Writing, Loss Mitigation, Pleadings, Mortgage Lending, Class Actions, Product Liability, Courts, Alternative Dispute..., Legal Advice, Depositions, Creditors' Rights, Hearings, Family Law
Education
Southern Methodist University Dedman School of Law 1999 — 2002
J.D., Law
Texas A&M University 1994 — 1999
B.S., Political Science
Joseph Sakowski's RoundPoint Financial Group Experience 2013 - 2014
Job Gear Machinery Consultant
Industry Machinery
Experience
R.P. Machine Ent Inc November 2001 - Present
RoundPoint Financial Group 2013 - 2014
RBI Q4 July 2000 - November 2002
Skills
Selling, Contract Negotiation, Cold Calling, Sales, Account Management, Training, CRM, Salesforce.com, Business Development, Time Management, Customer Service, Direct Sales, Automotive, Analysis, Purchasing, Negotiation, Continuous Improvement, Product Development, Manufacturing
Education
Sandler 2010 — 2012
Sales Ninja
UNC Charlotte 1997 — 2000
BSEET
R.P. Machine Ent Inc November 2001 - Present
RoundPoint Financial Group 2013 - 2014
RBI Q4 July 2000 - November 2002
Skills
Selling, Contract Negotiation, Cold Calling, Sales, Account Management, Training, CRM, Salesforce.com, Business Development, Time Management, Customer Service, Direct Sales, Automotive, Analysis, Purchasing, Negotiation, Continuous Improvement, Product Development, Manufacturing
Education
Sandler 2010 — 2012
Sales Ninja
UNC Charlotte 1997 — 2000
BSEET
Patrick DeLallo's RoundPoint Financial Group Experience November 2012 - November 2014
Job Business Systems Analyst at AIG
Industry Financial Services
Experience
AIG December 2014 - Present
RoundPoint Financial Group November 2012 - November 2014
Zenta Mortgage Services, LLC October 2011 - October 2012
Big 5 Sporting Goods June 2011 - August 2011
Big 5 Sporting Goods August 2008 - June 2011
Express Shipping Room Supply June 2007 - January 2008
Skills
Business Analysis, Microsoft Access, Microsoft Excel, Loss Prevention, Merchandising, Inventory Management, Distribution Center..., Retail, Inventory Control, Customer Service, Time Management, Sales, Process Scheduler, Visual Merchandising, Store Management, Outlook, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Team Leadership, Leadership, Lean Thinking, Six Sigma, Operational Excellence
Education
San Diego State University-California State University 2009 — 2010
MBA, Entrepreneurship
State University of New York at Buffalo - School of Management 2006 — 2008
Bachelor's, Business Administration
AIG December 2014 - Present
RoundPoint Financial Group November 2012 - November 2014
Zenta Mortgage Services, LLC October 2011 - October 2012
Big 5 Sporting Goods June 2011 - August 2011
Big 5 Sporting Goods August 2008 - June 2011
Express Shipping Room Supply June 2007 - January 2008
Skills
Business Analysis, Microsoft Access, Microsoft Excel, Loss Prevention, Merchandising, Inventory Management, Distribution Center..., Retail, Inventory Control, Customer Service, Time Management, Sales, Process Scheduler, Visual Merchandising, Store Management, Outlook, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Team Leadership, Leadership, Lean Thinking, Six Sigma, Operational Excellence
Education
San Diego State University-California State University 2009 — 2010
MBA, Entrepreneurship
State University of New York at Buffalo - School of Management 2006 — 2008
Bachelor's, Business Administration
Amanda Philbeck, esq.'s RoundPoint Financial Group Experience June 2011 - May 2012
Job Legal Specialist at Wells Fargo
Industry Law Practice
Experience
Wells Fargo May 2012 - Present
RoundPoint Financial Group June 2011 - May 2012
Hudson Legal May 2008 - December 2011
Bond and Pak, P.C. January 2011 - June 2011
Skills
Litigation, Litigation Support, Legal Documents, Wills, Estate Planning, Foreclosures, Finance, Loans, Patent Litigation, Closings, Legal Research, Relativity, Legal Writing, Westlaw, Document Review
Education
North Carolina Central University School of Law 2004 — 2007
Juris Doctorate, Law
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Arts, Economics and Management and Society
Wells Fargo May 2012 - Present
RoundPoint Financial Group June 2011 - May 2012
Hudson Legal May 2008 - December 2011
Bond and Pak, P.C. January 2011 - June 2011
Skills
Litigation, Litigation Support, Legal Documents, Wills, Estate Planning, Foreclosures, Finance, Loans, Patent Litigation, Closings, Legal Research, Relativity, Legal Writing, Westlaw, Document Review
Education
North Carolina Central University School of Law 2004 — 2007
Juris Doctorate, Law
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Arts, Economics and Management and Society
Daniel Heskett's RoundPoint Financial Group Experience November 2011 - Present
Job Vendor Manager at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group November 2011 - Present
Family Dollar May 2007 - June 2011
Skills
Third Party Vendor..., Project Management, Microsoft Excel, Process Improvement, Contract Management, Public Speaking, Analysis, Negotiation, Contract Negotiation, Access, Procurement, Team Building, Vendor Management, Leadership, Policy, Sales, Inventory Management, Operations Management
Education
University of North Carolina at Charlotte 2002 — 2004
BA
Michigan Technological University
RoundPoint Financial Group November 2011 - Present
Family Dollar May 2007 - June 2011
Skills
Third Party Vendor..., Project Management, Microsoft Excel, Process Improvement, Contract Management, Public Speaking, Analysis, Negotiation, Contract Negotiation, Access, Procurement, Team Building, Vendor Management, Leadership, Policy, Sales, Inventory Management, Operations Management
Education
University of North Carolina at Charlotte 2002 — 2004
BA
Michigan Technological University
April (April V. Smith) Eaton's RoundPoint Financial Group Experience March 2014 - Present
Job Third Party Oversight Manager at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group March 2014 - Present
JPMorgan Chase November 2013 - February 2014
JP Morgan Chase February 2012 - November 2013
JPMorgan Chase January 2012 - February 2012
Pee Dee Area Council, Boy Scouts of America April 2008 - January 2011
Bank of America February 2006 - January 2008
ADP Tax Credit Services April 2005 - February 2006
Washington Mutual Bank June 2003 - March 2005
ATS at Pharmaceutical Sourcing Group Americas (PSGA) August 2002 - April 2003
Tellium May 2001 - August 2002
Skills
Procedure Creation, Process Flow Charts, Events Coordination, Strong Communication..., Self-motivated Team..., Employee Training, Strong Interpersonal..., Risk Assessment, Process Control..., Building Relationships, Leadership, Visio, Training, Testing, Human Resources, Marketing, Management, Internal Controls, Budgets, Auditing, Software Documentation, Sales, Financial Risk, Recruiting, Access, Internal Audit, Vendor Management, Business Process..., Mortgage Banking, Analysis, Finance, Banking, Risk Management, Process Improvement, Mortgage Lending, Financial Services
Education
Upper Iowa University 1996 — 1997
Bachelor of Arts (BA), Business Administration and Management, General
Northeast Iowa Community College-Calmar 1994 — 1995
Associate of Arts - Pre Business & Accounting Diploma, General Studies
RoundPoint Financial Group March 2014 - Present
JPMorgan Chase November 2013 - February 2014
JP Morgan Chase February 2012 - November 2013
JPMorgan Chase January 2012 - February 2012
Pee Dee Area Council, Boy Scouts of America April 2008 - January 2011
Bank of America February 2006 - January 2008
ADP Tax Credit Services April 2005 - February 2006
Washington Mutual Bank June 2003 - March 2005
ATS at Pharmaceutical Sourcing Group Americas (PSGA) August 2002 - April 2003
Tellium May 2001 - August 2002
Skills
Procedure Creation, Process Flow Charts, Events Coordination, Strong Communication..., Self-motivated Team..., Employee Training, Strong Interpersonal..., Risk Assessment, Process Control..., Building Relationships, Leadership, Visio, Training, Testing, Human Resources, Marketing, Management, Internal Controls, Budgets, Auditing, Software Documentation, Sales, Financial Risk, Recruiting, Access, Internal Audit, Vendor Management, Business Process..., Mortgage Banking, Analysis, Finance, Banking, Risk Management, Process Improvement, Mortgage Lending, Financial Services
Education
Upper Iowa University 1996 — 1997
Bachelor of Arts (BA), Business Administration and Management, General
Northeast Iowa Community College-Calmar 1994 — 1995
Associate of Arts - Pre Business & Accounting Diploma, General Studies
Lisa Streater's RoundPoint Financial Group Experience October 2010 - May 2013
Job Underwriter II at Cardinal Financial
Industry Real Estate
Experience
Cardinal Financial May 2013 - Present
RoundPoint Financial Group October 2010 - May 2013
Zenta September 2009 - October 2010
Greenpoint Mortage 1993 - 2007
Skills
Underwriting, Mortgage Banking, Refinance, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, Credit Analysis, Credit, FHA, Loss Mitigation, Mortgage Servicing, Loan Servicing, FHA financing, Mortgage Underwriting, FHA Financing
Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Business Administration
Cardinal Financial May 2013 - Present
RoundPoint Financial Group October 2010 - May 2013
Zenta September 2009 - October 2010
Greenpoint Mortage 1993 - 2007
Skills
Underwriting, Mortgage Banking, Refinance, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, Credit Analysis, Credit, FHA, Loss Mitigation, Mortgage Servicing, Loan Servicing, FHA financing, Mortgage Underwriting, FHA Financing
Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Business Administration
Elise Yang's RoundPoint Financial Group Experience April 2012 - February 2013
Job Correspondent Mortgage Funder at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank February 2013 - Present
RoundPoint Financial Group April 2012 - February 2013
RoundPoint Financial Group April 2010 - April 2012
ABC Solutions Inc October 2009 - April 2010
Skills
Mortgage Servicing, Mortgage Lending, Customer Service, Employee Engagement, Learning Quickly, Communication, Microsoft Office, Adobe Acrobat, Unifi, Loan Origination, Residential Mortgages, Mortgage Banking, Loan Servicing, Refinance
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fifth Third Bank February 2013 - Present
RoundPoint Financial Group April 2012 - February 2013
RoundPoint Financial Group April 2010 - April 2012
ABC Solutions Inc October 2009 - April 2010
Skills
Mortgage Servicing, Mortgage Lending, Customer Service, Employee Engagement, Learning Quickly, Communication, Microsoft Office, Adobe Acrobat, Unifi, Loan Origination, Residential Mortgages, Mortgage Banking, Loan Servicing, Refinance
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catherine Guffey's RoundPoint Financial Group Experience July 2012 - September 2014
Job CEO at Clear 2 Close Mortgage Services
Industry Banking
Experience
Clear 2 Close Mortgage Services January 2012 - Present
RoundPoint Financial Group July 2012 - September 2014
MRN cubed, LLC May 2010 - September 2012
Palmetto Mortgage Group December 1999 - April 2010
Skills
Mortgage Industry, Mortgage Lending, Mortgage Underwriting, Commercial Mortgages, Compliance Management, Legal Compliance, Standards Compliance, Regulatory Compliance
Education
State University of New York College at Buffalo 1989 — 1992
Bachelor's Degree, Banking and Financial Support Services
Clear 2 Close Mortgage Services January 2012 - Present
RoundPoint Financial Group July 2012 - September 2014
MRN cubed, LLC May 2010 - September 2012
Palmetto Mortgage Group December 1999 - April 2010
Skills
Mortgage Industry, Mortgage Lending, Mortgage Underwriting, Commercial Mortgages, Compliance Management, Legal Compliance, Standards Compliance, Regulatory Compliance
Education
State University of New York College at Buffalo 1989 — 1992
Bachelor's Degree, Banking and Financial Support Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY