Security 1 Lending
Industry: Company
DescriptionFounded: 2006 Parent organization: Reverse Mortgage Solutions, Inc. Subsidiaries: Security Reverse Mortgage, OMNI Reverse Inc.
Security 1 Lending List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Security 1 Lending. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Security 1 Lending Employees
Employee
Years
Job
Industry
Robert Gitz Robert Gitz's Security 1 Lending Experience May 2005 - April 2007
Job IT Infrastructure Support Analyst
Industry Marketing and Advertising
Experience
Epsilon January 2010 - Present
Security 1 Lending May 2005 - April 2007
Secure Asset Marketing Inc. May 2003 - April 2007
Evans Tire March 1995 - May 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Platt College-San Diego 2007 — 2010
Bachelor of Science (BS), Digital Communication and Media/Multimedia
Epsilon January 2010 - Present
Security 1 Lending May 2005 - April 2007
Secure Asset Marketing Inc. May 2003 - April 2007
Evans Tire March 1995 - May 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Platt College-San Diego 2007 — 2010
Bachelor of Science (BS), Digital Communication and Media/Multimedia
Barry Barnes Barry Barnes's Security 1 Lending Experience August 2014 - Present
Job Sr. Loan Officer Security 1 Lending
Industry Banking
Experience
Security 1 Lending August 2014 - Present
Accenture January 2012 - December 2013
Stealth Components June 2010 - March 2011
GMAC Mortgage/Rescap April 2007 - June 2009
JPMorgan Chase April 2004 - April 2007
Skills
Sales and Finance, Loans, Mortgage Lending, Mortgage Banking, FHA, Loan Servicing, Credit Analysis, Credit, Banking, VA loans, Credit Risk, Retail Banking, Financial Structuring, Financial Services, Commercial Banking, Portfolio Management, Residential Mortgages, Loan Origination
Education
Gaston College 1982 — 1984
Associate's degree, Accounting and Computer Science
Security 1 Lending August 2014 - Present
Accenture January 2012 - December 2013
Stealth Components June 2010 - March 2011
GMAC Mortgage/Rescap April 2007 - June 2009
JPMorgan Chase April 2004 - April 2007
Skills
Sales and Finance, Loans, Mortgage Lending, Mortgage Banking, FHA, Loan Servicing, Credit Analysis, Credit, Banking, VA loans, Credit Risk, Retail Banking, Financial Structuring, Financial Services, Commercial Banking, Portfolio Management, Residential Mortgages, Loan Origination
Education
Gaston College 1982 — 1984
Associate's degree, Accounting and Computer Science
Dennis Hemm's Security 1 Lending Experience January 2014 - July 2015
Job Director of Reverse Mortgage Services at Prime Source Mortgage, Inc.
Industry Financial Services
Experience
Prime Source Mortgage, Inc. August 2015 - Present
Security 1 Lending January 2014 - July 2015
Residential Wholesale Mortgage, Inc. December 2012 - November 2013
PNC Mortgage October 2009 - November 2012
Security One Lending September 2008 - October 2009
Reverse Mortgage Solutions, Inc. September 2004 - December 2008
Provident Savings Bank 2001 - 2004
Wells Fargo Home Mortgage 1994 - 2000
Skills
Mortgage Banking, FHA, Refinance, Mortgage Lending, Loan Origination, Reverse Mortgages, Leadership, Loans, Underwriting, Credit Analysis, Sales, Investment Properties, REO, USDA, Residential Mortgages
Education
Saddleback College
Real Estate/ Business
Prime Source Mortgage, Inc. August 2015 - Present
Security 1 Lending January 2014 - July 2015
Residential Wholesale Mortgage, Inc. December 2012 - November 2013
PNC Mortgage October 2009 - November 2012
Security One Lending September 2008 - October 2009
Reverse Mortgage Solutions, Inc. September 2004 - December 2008
Provident Savings Bank 2001 - 2004
Wells Fargo Home Mortgage 1994 - 2000
Skills
Mortgage Banking, FHA, Refinance, Mortgage Lending, Loan Origination, Reverse Mortgages, Leadership, Loans, Underwriting, Credit Analysis, Sales, Investment Properties, REO, USDA, Residential Mortgages
Education
Saddleback College
Real Estate/ Business
Heather Quinn Heather Quinn's Security 1 Lending Experience August 2012 - March 2014
Job Condo Specialist at Reverse Mortgage Funding LLC
Industry Financial Services
Experience
Reverse Mortgage Funding LLC March 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Home Loans August 2010 - July 2012
MetLife Home Loans August 2009 - April 2010
Fairfield Financial Mortgage May 2008 - December 2008
Countrywide Home Loans May 2007 - October 2007
Fremont Investment & Loan May 2005 - March 2007
Fremont Investment & Loan May 2005 - March 2007
FirstFranklin Financial Corp. July 2002 - January 2004
Citimortgage 2001 - 2003
Skills
Mortgage, Banking, Customer Relations, Word, Customer Service, Teamwork, Loans, Reverse Mortgages, FHA, Mortgage Lending, Refinance, Funding, Real Estate, Retail, Lotus Notes, Microsoft Word, Mortgage Banking, Loan Origination, Insurance, Underwriting, Investment Properties, FHA financing
Education
Dutchess Community College
Business Management
Reverse Mortgage Funding LLC March 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Home Loans August 2010 - July 2012
MetLife Home Loans August 2009 - April 2010
Fairfield Financial Mortgage May 2008 - December 2008
Countrywide Home Loans May 2007 - October 2007
Fremont Investment & Loan May 2005 - March 2007
Fremont Investment & Loan May 2005 - March 2007
FirstFranklin Financial Corp. July 2002 - January 2004
Citimortgage 2001 - 2003
Skills
Mortgage, Banking, Customer Relations, Word, Customer Service, Teamwork, Loans, Reverse Mortgages, FHA, Mortgage Lending, Refinance, Funding, Real Estate, Retail, Lotus Notes, Microsoft Word, Mortgage Banking, Loan Origination, Insurance, Underwriting, Investment Properties, FHA financing
Education
Dutchess Community College
Business Management
Clay Behm Clay Behm's Security 1 Lending Experience March 2014 - Present
Job Reverse Mortgage Area Sales Manager at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending March 2014 - Present
Liberty Home Equity Solutions April 2012 - March 2014
Metlife Bank April 2011 - May 2012
Wells Fargo Home Mortgage December 1999 - April 2008
Skills
Loan Origination, Mortgage Banking, FHA, Customer Service, Management, Mortgage Lending, Reverse Mortgages, Team Building, Strategic Planning, Retirement, Loans, FHA financing, Refinance, Insurance, Residential Mortgages, Finance, Banking, VA loans, Home Equity, USDA, FHA Financing
Education
Southern Illinois University, Carbondale 1966 — 1972
Master's degree
Security 1 Lending March 2014 - Present
Liberty Home Equity Solutions April 2012 - March 2014
Metlife Bank April 2011 - May 2012
Wells Fargo Home Mortgage December 1999 - April 2008
Skills
Loan Origination, Mortgage Banking, FHA, Customer Service, Management, Mortgage Lending, Reverse Mortgages, Team Building, Strategic Planning, Retirement, Loans, FHA financing, Refinance, Insurance, Residential Mortgages, Finance, Banking, VA loans, Home Equity, USDA, FHA Financing
Education
Southern Illinois University, Carbondale 1966 — 1972
Master's degree
RobertBob Linehan's Security 1 Lending Experience January 2011 - Present
Job Reverse Mortgage Consultant at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending January 2011 - Present
Skills
Loans, Credit, FHA, Residential Mortgages, Banking, Financial Analysis, Credit Analysis, Underwriting, Finance, Insurance, Risk Management, USDA, Strategic Financial..., FHA financing, Credit Risk, Mortgage Lending, Management
Education
University of Notre Dame 1963 — 1967
Accounting and Finance
Security 1 Lending January 2011 - Present
Skills
Loans, Credit, FHA, Residential Mortgages, Banking, Financial Analysis, Credit Analysis, Underwriting, Finance, Insurance, Risk Management, USDA, Strategic Financial..., FHA financing, Credit Risk, Mortgage Lending, Management
Education
University of Notre Dame 1963 — 1967
Accounting and Finance
Lance Farr Lance Farr's Security 1 Lending Experience August 2009 - October 2010
Job Mortgage Consultant NMLS#113944 Premia Relocation Mortgage
Industry Financial Services
Experience
Premia Relocation Mortgage September 2012 - Present
Barclay Metals November 2011 - August 2012
United Wholesale Mortgage October 2010 - November 2011
Security 1 Lending August 2009 - October 2010
Senior Lending Network/World Alliance Financial January 2008 - August 2009
Quicken Loans 2003 - 2006
Skills
Sales Management, Reverse Mortgages, Mortgage Lending, VA loans, FHA, Mortgage Banking, Residential Mortgages, Marketing, Loans, Banking, Mortgage Underwriting, Corporate Relocation, Selling, USDA, Leadership, Short Sales, Foreclosures, Credit, Investments, Contract Negotiation, Loan Origination, Small Business, Finance, Investors, Residential Homes, First Time Home Buyers, Refinance, Sales, Underwriting, Referrals, FHA financing, Real Estate, Real Estate Transactions, Customer Satisfaction, Real Estate Financing, Cold Calling, Property Management, Investment Properties, REO, Relocation, Funding, Construction Loans, Training, Customer Retention, Business Development, Real Estate Economics, New Business Development
Education
Central Michigan University 1990 — 1993
Biology, General
Premia Relocation Mortgage September 2012 - Present
Barclay Metals November 2011 - August 2012
United Wholesale Mortgage October 2010 - November 2011
Security 1 Lending August 2009 - October 2010
Senior Lending Network/World Alliance Financial January 2008 - August 2009
Quicken Loans 2003 - 2006
Skills
Sales Management, Reverse Mortgages, Mortgage Lending, VA loans, FHA, Mortgage Banking, Residential Mortgages, Marketing, Loans, Banking, Mortgage Underwriting, Corporate Relocation, Selling, USDA, Leadership, Short Sales, Foreclosures, Credit, Investments, Contract Negotiation, Loan Origination, Small Business, Finance, Investors, Residential Homes, First Time Home Buyers, Refinance, Sales, Underwriting, Referrals, FHA financing, Real Estate, Real Estate Transactions, Customer Satisfaction, Real Estate Financing, Cold Calling, Property Management, Investment Properties, REO, Relocation, Funding, Construction Loans, Training, Customer Retention, Business Development, Real Estate Economics, New Business Development
Education
Central Michigan University 1990 — 1993
Biology, General
Brittany Geter's Security 1 Lending Experience June 2014 - Present
Job Sr. Loan Processor/Production Specialist
Industry Banking
Experience
Security 1 Lending June 2014 - Present
Homeward Residential/ Global Services July 2013 - December 2013
SunTrust Mortgage July 2012 - July 2013
Bank of America January 2010 - July 2012
Wells Fargo Home Mortgage September 2006 - January 2011
Skills
Loans, Mortgage Banking, FHA, Refinance, Residential Mortgages, Credit, Banking, Loan Servicing, Credit Risk, Loss Mitigation, FHA financing, Customer Service, CRM, Outlook, Microsoft Excel, HUD, Team Building, Microsoft Office, Quality Assurance, Mortgage Servicing, Mortgage Underwriting, Foreclosures, Escrow, Loan Modifications, Cold Calling, Negotiation, Closings, Call Centers, Funding, Loan Origination, Mortgage Lending, Underwriting, Home Equity Lines of..., Government Loans, Relationship Management, Risk Management, Management, Credit Analysis, Default, Short Sales, Financial Structuring, FNMA, Lines Of Credit, Training, Process Improvement, Financial Services, Finance, RESPA, Investment Properties, Home Equity Loans
Education
Florida Institute of Technology 2012 — 2015
Associate of Science (A.S.), Marketing/Marketing Management, General
Central Piedmont Community College 2012 — 2012
Underwriting Certificate, Mortgage
Security 1 Lending June 2014 - Present
Homeward Residential/ Global Services July 2013 - December 2013
SunTrust Mortgage July 2012 - July 2013
Bank of America January 2010 - July 2012
Wells Fargo Home Mortgage September 2006 - January 2011
Skills
Loans, Mortgage Banking, FHA, Refinance, Residential Mortgages, Credit, Banking, Loan Servicing, Credit Risk, Loss Mitigation, FHA financing, Customer Service, CRM, Outlook, Microsoft Excel, HUD, Team Building, Microsoft Office, Quality Assurance, Mortgage Servicing, Mortgage Underwriting, Foreclosures, Escrow, Loan Modifications, Cold Calling, Negotiation, Closings, Call Centers, Funding, Loan Origination, Mortgage Lending, Underwriting, Home Equity Lines of..., Government Loans, Relationship Management, Risk Management, Management, Credit Analysis, Default, Short Sales, Financial Structuring, FNMA, Lines Of Credit, Training, Process Improvement, Financial Services, Finance, RESPA, Investment Properties, Home Equity Loans
Education
Florida Institute of Technology 2012 — 2015
Associate of Science (A.S.), Marketing/Marketing Management, General
Central Piedmont Community College 2012 — 2012
Underwriting Certificate, Mortgage
Adam Finley Adam Finley's Security 1 Lending Experience November 2014 - March 2015
Job Home Mortgage Consultant, Purchase Team
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2015 - Present
Pacific Union Financial, LLC March 2015 - August 2015
Security 1 Lending November 2014 - March 2015
Cardinal Financial, LP July 2013 - November 2014
Bank of America June 2009 - June 2013
Bills.com February 2008 - September 2008
ROOT Markets February 2007 - October 2007
LendingTree June 2005 - February 2007
LendingTree, LCC 2002 - 2007
Wachovia November 2001 - November 2002
Skills
Mortgage Lending, Refinance, Mortgage Banking, Business Development, Relationship Management, Lead Generation, CRM, Leadership, Sales Management, Salesforce.com, Marketing Strategy, First Time Home Buyers, Strategic Planning, Account Management, FHA, Loans, Loan Origination, Residential Mortgages, Finance, Marketing, Sales
Education
East Carolina University 1989 — 1997
Bachelor of Science (BS), Hospitality Management, Business Minor
Wells Fargo Home Mortgage August 2015 - Present
Pacific Union Financial, LLC March 2015 - August 2015
Security 1 Lending November 2014 - March 2015
Cardinal Financial, LP July 2013 - November 2014
Bank of America June 2009 - June 2013
Bills.com February 2008 - September 2008
ROOT Markets February 2007 - October 2007
LendingTree June 2005 - February 2007
LendingTree, LCC 2002 - 2007
Wachovia November 2001 - November 2002
Skills
Mortgage Lending, Refinance, Mortgage Banking, Business Development, Relationship Management, Lead Generation, CRM, Leadership, Sales Management, Salesforce.com, Marketing Strategy, First Time Home Buyers, Strategic Planning, Account Management, FHA, Loans, Loan Origination, Residential Mortgages, Finance, Marketing, Sales
Education
East Carolina University 1989 — 1997
Bachelor of Science (BS), Hospitality Management, Business Minor
Michael Le Roux Michael Le Roux's Security 1 Lending Experience February 2011 - Present
Job Corporate Loan Originator at Security 1 Lending
Industry Banking
Experience
Security 1 Lending February 2011 - Present
Guarantee Mortgage/Sunwest August 2001 - February 2010
Washington Mutual Bank January 1988 - July 2000
Skills
Sales Management, Marketing, sales,..., Reverse Mortgages, reverse mortgage sales..., forward mortgage sales...
Education
San Diego State University-California State University 1972 — 1976
BA Liberal Arts, California Teaching Credential
James Madison High School San Diego
college prep
Security 1 Lending February 2011 - Present
Guarantee Mortgage/Sunwest August 2001 - February 2010
Washington Mutual Bank January 1988 - July 2000
Skills
Sales Management, Marketing, sales,..., Reverse Mortgages, reverse mortgage sales..., forward mortgage sales...
Education
San Diego State University-California State University 1972 — 1976
BA Liberal Arts, California Teaching Credential
James Madison High School San Diego
college prep
Ed Gale Ed Gale's Security 1 Lending Experience April 2011 - August 2012
Job Reverse Mortgage Advisor at Liberty Home Equity Solutions
Industry Banking
Experience
Liberty Home Equity Solutions July 2013 - Present
Open Mortgage, LLC August 2012 - July 2013
Security 1 Lending April 2011 - August 2012
Bank of America March 2010 - April 2011
Sun Valley Financial February 2005 - April 2010
Skills
Reverse Mortgages, Home Equity, Mortgage Industry, Mortgage Lending, Loan Origination, Loan Orignation, Home..., New Home Purchase, Real Estate Financing, Realtor Relations, Foreclosures, First Time Home Buyers, Mortgage Banking, VA loans
Education
University of Illinois at Chicago
Business
Liberty Home Equity Solutions July 2013 - Present
Open Mortgage, LLC August 2012 - July 2013
Security 1 Lending April 2011 - August 2012
Bank of America March 2010 - April 2011
Sun Valley Financial February 2005 - April 2010
Skills
Reverse Mortgages, Home Equity, Mortgage Industry, Mortgage Lending, Loan Origination, Loan Orignation, Home..., New Home Purchase, Real Estate Financing, Realtor Relations, Foreclosures, First Time Home Buyers, Mortgage Banking, VA loans
Education
University of Illinois at Chicago
Business
George Tomko George S George Tomko George S's Security 1 Lending Experience May 2012 - Present
Job Reverse Mortgage Consultant at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending May 2012 - Present
MetLife Bank 2008 - May 2012
Excel Mortgage/Senior Services April 2004 - October 2008
Hewlett-Packard March 1984 - July 2002
HP 1984 - 2002
Skills
Reverse Mortgages, Sales Management, Account Management, Sales, Customer Service, Selling, Direct Sales, Strategic Planning, Insurance, Team Building, New Business Development, Credit, Negotiation, Marketing Strategy, Banking, Loans, Retirement, Business Development, Refinance, Marketing, FHA
Education
Miami University 1966 — 1967
M.B.A.
The Ohio State University - The Max M. Fisher College of Business 1960 — 1964
Business & Education
Security 1 Lending May 2012 - Present
MetLife Bank 2008 - May 2012
Excel Mortgage/Senior Services April 2004 - October 2008
Hewlett-Packard March 1984 - July 2002
HP 1984 - 2002
Skills
Reverse Mortgages, Sales Management, Account Management, Sales, Customer Service, Selling, Direct Sales, Strategic Planning, Insurance, Team Building, New Business Development, Credit, Negotiation, Marketing Strategy, Banking, Loans, Retirement, Business Development, Refinance, Marketing, FHA
Education
Miami University 1966 — 1967
M.B.A.
The Ohio State University - The Max M. Fisher College of Business 1960 — 1964
Business & Education
Bruce Russell Bruce Russell's Security 1 Lending Experience May 2008 - Present
Job Reverse Mortgage Loan Specialist at Security 1 Lending
Industry Real Estate
Experience
Security 1 Lending May 2008 - Present
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Leadership, Team Building, FHA, Loans, Loan Origination, Refinance, FHA financing, VA loans, Residential Mortgages, Certified Mortgage..., USDA, Government Loans, Home Equity Lines of..., Home Equity Loans, Mortgage Underwriting, Home Equity, Mortgage Marketing, Commercial Mortgages, Construction Loans, Real Estate Financing, Credit Analysis, Mortgage Servicing, Credit, First Time Home Buyers, Investment Properties, Loan Servicing, Title Insurance, Banking, VA Loans, FHA Financing
Education
National University 1980 — 1982
MBA, Business & Finance
University of Nebraska-Lincoln 1967 — 1970
Bachelor of Arts (B.A.), Biological and Biomedical Sciences, 3.7 G
Security 1 Lending May 2008 - Present
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Leadership, Team Building, FHA, Loans, Loan Origination, Refinance, FHA financing, VA loans, Residential Mortgages, Certified Mortgage..., USDA, Government Loans, Home Equity Lines of..., Home Equity Loans, Mortgage Underwriting, Home Equity, Mortgage Marketing, Commercial Mortgages, Construction Loans, Real Estate Financing, Credit Analysis, Mortgage Servicing, Credit, First Time Home Buyers, Investment Properties, Loan Servicing, Title Insurance, Banking, VA Loans, FHA Financing
Education
National University 1980 — 1982
MBA, Business & Finance
University of Nebraska-Lincoln 1967 — 1970
Bachelor of Arts (B.A.), Biological and Biomedical Sciences, 3.7 G
Patrick Lambrecht's Security 1 Lending Experience August 2012 - March 2014
Job Retail Operations Leader at Reverse Mortgage Funding LLC
Industry Banking
Experience
Reverse Mortgage Funding LLC March 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Bank January 2010 - July 2012
World Alliance Financial November 2008 - October 2010
NovaStar Mortgage September 2002 - June 2007
Sterling Bank & Trust June 1992 - June 2002
Skills
Underwriting, Reverse Mortgages, Mortgage Banking, FHA, Management, Finance, Loan Origination, Mortgage Lending, Sales Management, Credit, Residential Mortgages, Refinance, Banking, Loans, Relationship Management
Education
Grand Valley State University 1986 — 1991
Business Administration, Finance
Reverse Mortgage Funding LLC March 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Bank January 2010 - July 2012
World Alliance Financial November 2008 - October 2010
NovaStar Mortgage September 2002 - June 2007
Sterling Bank & Trust June 1992 - June 2002
Skills
Underwriting, Reverse Mortgages, Mortgage Banking, FHA, Management, Finance, Loan Origination, Mortgage Lending, Sales Management, Credit, Residential Mortgages, Refinance, Banking, Loans, Relationship Management
Education
Grand Valley State University 1986 — 1991
Business Administration, Finance
John A. Bennett John A. Bennett's Security 1 Lending Experience August 2014 - June 2015
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions July 2015 - Present
Security 1 Lending August 2014 - June 2015
Liberty Home Equity Solutions February 2013 - July 2014
Genworth Financial Home Equity Access, Inc. April 2010 - February 2013
Wells Fargo Home Mortgage May 2009 - February 2010
Financial Freedom Senior Funding Corporation January 2005 - April 2009
United States Surgical Corporation 1984 - 1998
Xerox Corporation 1969 - 1980
AT&T 1968 - 1970
US Army April 1966 - April 1968
Skills
Reverse Mortgages, Loan Origination, Credit Analysis, Strategic Financial..., Mortgage Underwriting, Investment Properties, Retirement, Insurance, Investments, Underwriting, Construction Loans, Program Management, Sales Management, Selling, Sales, Home Equity Lines of..., Seniors, Finance, Series 63, Mortgage Lending
Education
Georgetown University 1961 — 1965
BS, Foreign Service
Retirement Funding Solutions July 2015 - Present
Security 1 Lending August 2014 - June 2015
Liberty Home Equity Solutions February 2013 - July 2014
Genworth Financial Home Equity Access, Inc. April 2010 - February 2013
Wells Fargo Home Mortgage May 2009 - February 2010
Financial Freedom Senior Funding Corporation January 2005 - April 2009
United States Surgical Corporation 1984 - 1998
Xerox Corporation 1969 - 1980
AT&T 1968 - 1970
US Army April 1966 - April 1968
Skills
Reverse Mortgages, Loan Origination, Credit Analysis, Strategic Financial..., Mortgage Underwriting, Investment Properties, Retirement, Insurance, Investments, Underwriting, Construction Loans, Program Management, Sales Management, Selling, Sales, Home Equity Lines of..., Seniors, Finance, Series 63, Mortgage Lending
Education
Georgetown University 1961 — 1965
BS, Foreign Service
Launi Cooper Launi Cooper's Security 1 Lending Experience June 2012 - July 2015
Job Reverse Mortgage Specialist at Synergy One Lending/Retirement Funding Solutions
Industry Financial Services
Experience
Synergy One Lending July 2015 - Present
Rotary Club of Roseville 2010 - Present
Security 1 Lending June 2012 - July 2015
MetLife Home Loans February 2011 - June 2012
Wells Fargo Home Mortgage June 2009 - February 2011
Pulte Homes April 1995 - May 2009
Skills
Real Estate, Mortgage Lending, FHA, Loans, Residential Homes, Mortgage Banking, Sales Management, Customer Service, Refinance, Professional Services, Team Building, Contract Negotiation, Sales, Reverse Mortgages, Foreclosures, Home Equity, Retirement, Marketing, Residential Mortgages, Loan Origination, VA loans, FHA financing, Credit, Referrals, Real Estate Financing, Leadership, USDA, Selling, Investments, Real Estate Transactions
Education
California State University-Sacramento 1985 — 1987
BS, Real Estate & Land Use Development
Synergy One Lending July 2015 - Present
Rotary Club of Roseville 2010 - Present
Security 1 Lending June 2012 - July 2015
MetLife Home Loans February 2011 - June 2012
Wells Fargo Home Mortgage June 2009 - February 2011
Pulte Homes April 1995 - May 2009
Skills
Real Estate, Mortgage Lending, FHA, Loans, Residential Homes, Mortgage Banking, Sales Management, Customer Service, Refinance, Professional Services, Team Building, Contract Negotiation, Sales, Reverse Mortgages, Foreclosures, Home Equity, Retirement, Marketing, Residential Mortgages, Loan Origination, VA loans, FHA financing, Credit, Referrals, Real Estate Financing, Leadership, USDA, Selling, Investments, Real Estate Transactions
Education
California State University-Sacramento 1985 — 1987
BS, Real Estate & Land Use Development
Anna Bell Anna Bell's Security 1 Lending Experience June 2012 - Present
Job Reverse Mortgage Consultant at Security 1 Lending in Utah and Nevada
Industry Real Estate
Experience
Security 1 Lending June 2012 - Present
MetLife Home Loans August 2011 - June 2012
Wells Fargo Home Mortgage February 1988 - August 2011
Education
Salt Lake Community College
Security 1 Lending June 2012 - Present
MetLife Home Loans August 2011 - June 2012
Wells Fargo Home Mortgage February 1988 - August 2011
Education
Salt Lake Community College
Stan Forrest Stan Forrest's Security 1 Lending Experience April 2014 - Present
Job Home Equity Retirement Specialist
Industry Financial Services
Experience
Security 1 Lending April 2014 - Present
UFA Reverse July 2012 - April 2014
MetLife Home Loans September 2011 - July 2012
Wells Fargo Bank September 2001 - September 2011
Wells Fargo Home Mortgage October 2001 - August 2011
Harris Moran Seed Company 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Reverse Mortgages, Loans, Credit, FHA financing, Refinance, Residential Mortgages, Banking, Credit Analysis, Home Equity, Government Loans, Finance, Commercial Mortgages, Commercial Lending, FHA Financing
Education
Cal Poly San Luis Obispo 1980 — 1985
BS, Crop Science
Paso Robles High School 1978 — 1980
King City High School 1976 — 1978
Security 1 Lending April 2014 - Present
UFA Reverse July 2012 - April 2014
MetLife Home Loans September 2011 - July 2012
Wells Fargo Bank September 2001 - September 2011
Wells Fargo Home Mortgage October 2001 - August 2011
Harris Moran Seed Company 1994 - 2001
Skills
Mortgage Lending, Loan Origination, Reverse Mortgages, Loans, Credit, FHA financing, Refinance, Residential Mortgages, Banking, Credit Analysis, Home Equity, Government Loans, Finance, Commercial Mortgages, Commercial Lending, FHA Financing
Education
Cal Poly San Luis Obispo 1980 — 1985
BS, Crop Science
Paso Robles High School 1978 — 1980
King City High School 1976 — 1978
Andrew Meadows Andrew Meadows's Security 1 Lending Experience October 2014 - Present
Job Sales Manager NMLS ID 81757
Industry Financial Services
Experience
Security 1 Lending October 2014 - Present
FIRST CHOICE LOAN SERVICES INC. January 2014 - October 2014
Envoy Mortgage April 2013 - January 2014
Residential Finance Corporation October 2011 - April 2013
RoundPoint Mortgage September 2009 - October 2011
Community First Bank January 2008 - August 2009
Ameritrust 2007 - 2008
Fidelity Mortgage December 1999 - December 2007
Skills
Mortgage Lending, Mortgage Banking, Credit, Team Building, Refinance, FHA, Customer Service, New Business Development, Sales, Management, Underwriting, USDA, Loans, Construction Loans, Credit Analysis, Loan Origination, Residential Mortgages, FHA financing, Mortgage Underwriting, VA loans, Investment Properties, Loss Mitigation
Education
George Mason University 1986 — 1992
Bachelor of Arts, History Major/English Minor
Security 1 Lending October 2014 - Present
FIRST CHOICE LOAN SERVICES INC. January 2014 - October 2014
Envoy Mortgage April 2013 - January 2014
Residential Finance Corporation October 2011 - April 2013
RoundPoint Mortgage September 2009 - October 2011
Community First Bank January 2008 - August 2009
Ameritrust 2007 - 2008
Fidelity Mortgage December 1999 - December 2007
Skills
Mortgage Lending, Mortgage Banking, Credit, Team Building, Refinance, FHA, Customer Service, New Business Development, Sales, Management, Underwriting, USDA, Loans, Construction Loans, Credit Analysis, Loan Origination, Residential Mortgages, FHA financing, Mortgage Underwriting, VA loans, Investment Properties, Loss Mitigation
Education
George Mason University 1986 — 1992
Bachelor of Arts, History Major/English Minor
Jeffrey Bochner Jeffrey Bochner's Security 1 Lending Experience August 2011 - January 2012
Job Branch Manager at Movement Mortgage, LLC
Industry Real Estate
Experience
Movement Mortgage, LLC June 2015 - Present
Prosperity Home Mortgage, LLC January 2014 - June 2015
Prosperity Mortgage Company 2010 - December 2013
Security 1 Lending August 2011 - January 2012
No B.S. Bethesda January 2009 - January 2012
MEBJEB LLC December 2008 - January 2009
Kennedy's All-American Barber Club 2009 - 2009
Wachovia 2007 - 2008
Wachovia Bank 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Reverse Mortgages, Direct Response..., Strategic Thinking, Leadership, Mortgage Banking, Direct Response, Mortgage Lending, FHA, Loans, Residential Mortgages, Refinance, Sales, Loan Origination, Team Building, Real Estate, Home Equity Loans, First Time Home Buyers, VA loans, Marketing, Investment Properties, Credit Analysis, Management, Training, Foreclosures, Small Business, VA Loans
Education
University of Maryland College Park 1982 — 1986
BA, Criminal Justice
WCHS 1977 — 1980
Movement Mortgage, LLC June 2015 - Present
Prosperity Home Mortgage, LLC January 2014 - June 2015
Prosperity Mortgage Company 2010 - December 2013
Security 1 Lending August 2011 - January 2012
No B.S. Bethesda January 2009 - January 2012
MEBJEB LLC December 2008 - January 2009
Kennedy's All-American Barber Club 2009 - 2009
Wachovia 2007 - 2008
Wachovia Bank 2007 - 2008
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
Reverse Mortgages, Direct Response..., Strategic Thinking, Leadership, Mortgage Banking, Direct Response, Mortgage Lending, FHA, Loans, Residential Mortgages, Refinance, Sales, Loan Origination, Team Building, Real Estate, Home Equity Loans, First Time Home Buyers, VA loans, Marketing, Investment Properties, Credit Analysis, Management, Training, Foreclosures, Small Business, VA Loans
Education
University of Maryland College Park 1982 — 1986
BA, Criminal Justice
WCHS 1977 — 1980
Scott Schindler's Security 1 Lending Experience June 2014 - Present
Job Team Lead with Security One Lending
Industry Financial Services
Experience
Security 1 Lending June 2014 - Present
Security 1 Lending June 2012 - Present
Affordable Tours November 2007 - June 2012
Sears Home Appliance Showroom March 2007 - November 2007
Aarons Sales and Lease October 2006 - January 2007
Vacations To Go February 2004 - October 2006
Today's Wireless January 1999 - November 2003
Pappasitos Restaurant 1995 - 1997
Skills
Sales, Customer Service, Customer Satisfaction, Sales Management, Sales Operations, Retail, Microsoft Office, Restaurants, Microsoft Excel, Merchandising, Tourism, Travel Planning, Inventory Management, Travel Management, Account Management, Cruises, Loan Origination, FHA financing, Reverse Mortgages, Outlook
Education
University of Houston-Downtown 1992 — 1997
Bachelor of Science (B.S.) Interdisciplinary Studies, Business, Marketing, Economics, Communications
Texas State University-San Marcos 1989 — 1990
Security 1 Lending June 2014 - Present
Security 1 Lending June 2012 - Present
Affordable Tours November 2007 - June 2012
Sears Home Appliance Showroom March 2007 - November 2007
Aarons Sales and Lease October 2006 - January 2007
Vacations To Go February 2004 - October 2006
Today's Wireless January 1999 - November 2003
Pappasitos Restaurant 1995 - 1997
Skills
Sales, Customer Service, Customer Satisfaction, Sales Management, Sales Operations, Retail, Microsoft Office, Restaurants, Microsoft Excel, Merchandising, Tourism, Travel Planning, Inventory Management, Travel Management, Account Management, Cruises, Loan Origination, FHA financing, Reverse Mortgages, Outlook
Education
University of Houston-Downtown 1992 — 1997
Bachelor of Science (B.S.) Interdisciplinary Studies, Business, Marketing, Economics, Communications
Texas State University-San Marcos 1989 — 1990
Nancy Stolbom Nancy Stolbom's Security 1 Lending Experience June 2012 - Present
Job Marketing and Business Development
Industry Marketing and Advertising
Experience
Known Technology January 2011 - Present
Security 1 Lending June 2012 - Present
MetLife Home Loans October 2011 - May 2012
Bank of America August 2008 - March 2011
Baytree National Bank & Trust August 2002 - August 2008
Koenig & Strey GMAC Home Services February 1996 - August 2002
Koenig & Strey GMAC Home Servcies May 2000 - February 2002
Koenig & Strey GMAC Home Services February 1996 - May 2000
Skills
Direct Sales, Reverse Mortgages, Residential Mortgages, Mortgage, Mortgage Lending, Customer Satisfaction, Customer Service, Loans, Banking, Mortgage Banking, Loan Origination, FHA, Business Development, Small Business, Investments, Leadership, Underwriting, Finance, Sales, Real Estate, Sales Operations, Management, Entrepreneurship
Education
University of Missouri-Columbia 1988 — 1992
College of Lake County 1989 — 1990
Known Technology January 2011 - Present
Security 1 Lending June 2012 - Present
MetLife Home Loans October 2011 - May 2012
Bank of America August 2008 - March 2011
Baytree National Bank & Trust August 2002 - August 2008
Koenig & Strey GMAC Home Services February 1996 - August 2002
Koenig & Strey GMAC Home Servcies May 2000 - February 2002
Koenig & Strey GMAC Home Services February 1996 - May 2000
Skills
Direct Sales, Reverse Mortgages, Residential Mortgages, Mortgage, Mortgage Lending, Customer Satisfaction, Customer Service, Loans, Banking, Mortgage Banking, Loan Origination, FHA, Business Development, Small Business, Investments, Leadership, Underwriting, Finance, Sales, Real Estate, Sales Operations, Management, Entrepreneurship
Education
University of Missouri-Columbia 1988 — 1992
College of Lake County 1989 — 1990
Marvis Baehr Marvis Baehr's Security 1 Lending Experience June 2006 - June 2011
Job Happy to announce my new company! Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions June 2015 - Present
Retirement Funding Solutions October 2011 - June 2015
Security 1 June 2005 - June 2015
Security 1 Lending June 2006 - June 2011
Wells Fargo Home Mortgage June 2005 - June 2009
Skills
Residential Mortgages, Mortgage Banking, Reverse Mortgages, Loan Origination, Mortgage Lending, FHA, I love to help seniors..., FHA financing, Refinance, VA loans, Banking, Home Equity, Home Equity Loans, USDA, FHA Financing, Home Equity Lines of..., Certified Mortgage..., Loans, Government Loans, Credit, Underwriting, VA Loans, Credit Analysis
Education
Iowa State University 2015 — 2019
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Retirement Funding Solutions June 2015 - Present
Retirement Funding Solutions October 2011 - June 2015
Security 1 June 2005 - June 2015
Security 1 Lending June 2006 - June 2011
Wells Fargo Home Mortgage June 2005 - June 2009
Skills
Residential Mortgages, Mortgage Banking, Reverse Mortgages, Loan Origination, Mortgage Lending, FHA, I love to help seniors..., FHA financing, Refinance, VA loans, Banking, Home Equity, Home Equity Loans, USDA, FHA Financing, Home Equity Lines of..., Certified Mortgage..., Loans, Government Loans, Credit, Underwriting, VA Loans, Credit Analysis
Education
Iowa State University 2015 — 2019
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Jeri Carmicheal Jeri Carmicheal's Security 1 Lending Experience January 2012 - Present
Job Reverse Mortgage Loan Officer/ Home Equity Retirement Specialist at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending January 2012 - Present
MetLife Bank March 2011 - September 2011
Bank of America Home Loans November 2010 - March 2011
Wells Fargo Home Mortgage February 2002 - March 2009
Skills
Loans, Reverse Mortgages, Refinance, Mortgage Banking, FHA, Home Equity, Investment Properties, Residential Mortgages, Mortgage Lending, Credit, Loan Origination
Education
California Polytechnic State University-San Luis Obispo 1975 — 1977
Ag Business Management
Clovis High School 1972 — 1975
GED, Animal Sciences
Security 1 Lending January 2012 - Present
MetLife Bank March 2011 - September 2011
Bank of America Home Loans November 2010 - March 2011
Wells Fargo Home Mortgage February 2002 - March 2009
Skills
Loans, Reverse Mortgages, Refinance, Mortgage Banking, FHA, Home Equity, Investment Properties, Residential Mortgages, Mortgage Lending, Credit, Loan Origination
Education
California Polytechnic State University-San Luis Obispo 1975 — 1977
Ag Business Management
Clovis High School 1972 — 1975
GED, Animal Sciences
Kelly Funk Kelly Funk's Security 1 Lending Experience June 2012 - June 2014
Job HECM Reverse Mortgage Consultant Assistant at Reverse Mortgage Funding
Industry Financial Services
Experience
Reverse Mortgage Funding LLC June 2014 - Present
Security 1 Lending June 2012 - June 2014
Gallery 160 2009 - 2013
Skills
Customer Service, Public Speaking, Reverse Mortgages, Marketing, Public Relations, Management, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Refinance, FHA, Banking
Education
Johnson State College 2001 — 2002
BA, Liberal Arts
Bowdoin College 1978 — 1981
Liberal Arts and Sciences, General Studies and Humanities
Reverse Mortgage Funding LLC June 2014 - Present
Security 1 Lending June 2012 - June 2014
Gallery 160 2009 - 2013
Skills
Customer Service, Public Speaking, Reverse Mortgages, Marketing, Public Relations, Management, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Refinance, FHA, Banking
Education
Johnson State College 2001 — 2002
BA, Liberal Arts
Bowdoin College 1978 — 1981
Liberal Arts and Sciences, General Studies and Humanities
Martha Miller Echols's Security 1 Lending Experience September 2012 - June 2015
Job Reverse Mortgage at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions- Home Equity Conversion Mortgage Specialists June 2015 - Present
Security 1 Lending September 2012 - June 2015
Wells Fargo Home Mortgage October 2004 - August 2011
Wells Fargo Bank October 1998 - October 2004
Citibank, October 1981 - October 1996
Skills
Reverse Mortgages, Finance, Real Estate, FHA financing, Banking, Investment Properties, Certified Mortgage..., FHA, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, First Time Home Buyers, Sellers, Loan Origination, Refinance, Single Family Homes, Foreclosures, Financial Services, Credit, Government Loans, Underwriting, Referrals, Mortgage Underwriting, Real Estate Financing, Seniors, REO, Construction Loans, Home Equity Lines of..., Home Equity Loans, Commercial Mortgages, FHA Financing
Education
University of Phoenix 1992 — 1996
BSBAM, Business Management and Finance
Retirement Funding Solutions- Home Equity Conversion Mortgage Specialists June 2015 - Present
Security 1 Lending September 2012 - June 2015
Wells Fargo Home Mortgage October 2004 - August 2011
Wells Fargo Bank October 1998 - October 2004
Citibank, October 1981 - October 1996
Skills
Reverse Mortgages, Finance, Real Estate, FHA financing, Banking, Investment Properties, Certified Mortgage..., FHA, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, First Time Home Buyers, Sellers, Loan Origination, Refinance, Single Family Homes, Foreclosures, Financial Services, Credit, Government Loans, Underwriting, Referrals, Mortgage Underwriting, Real Estate Financing, Seniors, REO, Construction Loans, Home Equity Lines of..., Home Equity Loans, Commercial Mortgages, FHA Financing
Education
University of Phoenix 1992 — 1996
BSBAM, Business Management and Finance
Karen Resch's Security 1 Lending Experience June 2012 - June 2015
Job HECM specialist at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions June 2015 - Present
Retirement Funding Solutions June 2015 - Present
Security 1 Lending June 2012 - June 2015
MetLife Home Loans July 2011 - June 2012
Genworth Financial June 2010 - June 2011
MetLife Home Loans January 2010 - June 2010
Horizon Home Mortgage October 2008 - December 2009
Reverse Mortgage of New England May 2007 - October 2008
Webster Bank October 2006 - May 2007
Travis Mortgage January 2005 - October 2006
Skills
Regulations, Reverse Mortgages, FHA, FHA financing, Refinance, Loans, Residential Homes, Sales, Mortgage Banking, Real Estate, Credit, Loan Origination, Residential Mortgages, Home Equity Loans, Home Equity Lines of..., Mortgage Lending, Refinancings, Home Equity, Underwriting, VA loans, USDA, Loan Servicing, Mortgage Underwriting, Certified Mortgage..., Government Loans, Referrals, Mortgage Marketing, Real Estate Financing, Finance, Foreclosures, Seniors, Commercial Mortgages, Investment Properties, Mortgage Servicing, First Time Home Buyers, Commercial Lending, FHA Financing, VA Loans
Education
Roberts Wesleyan College 1972 — 1973
Music Education
Greece Arcadia High 1967 — 1971
general, general
Retirement Funding Solutions June 2015 - Present
Retirement Funding Solutions June 2015 - Present
Security 1 Lending June 2012 - June 2015
MetLife Home Loans July 2011 - June 2012
Genworth Financial June 2010 - June 2011
MetLife Home Loans January 2010 - June 2010
Horizon Home Mortgage October 2008 - December 2009
Reverse Mortgage of New England May 2007 - October 2008
Webster Bank October 2006 - May 2007
Travis Mortgage January 2005 - October 2006
Skills
Regulations, Reverse Mortgages, FHA, FHA financing, Refinance, Loans, Residential Homes, Sales, Mortgage Banking, Real Estate, Credit, Loan Origination, Residential Mortgages, Home Equity Loans, Home Equity Lines of..., Mortgage Lending, Refinancings, Home Equity, Underwriting, VA loans, USDA, Loan Servicing, Mortgage Underwriting, Certified Mortgage..., Government Loans, Referrals, Mortgage Marketing, Real Estate Financing, Finance, Foreclosures, Seniors, Commercial Mortgages, Investment Properties, Mortgage Servicing, First Time Home Buyers, Commercial Lending, FHA Financing, VA Loans
Education
Roberts Wesleyan College 1972 — 1973
Music Education
Greece Arcadia High 1967 — 1971
general, general
Dan Casagrande Dan Casagrande's Security 1 Lending Experience October 2011 - June 2015
Job Reverse Mortgage Loan Officer at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions July 2015 - Present
Security 1 Lending October 2011 - June 2015
Wells Fargo Home Mortgage April 2011 - August 2011
Bank of America May 2006 - March 2011
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loans, FHA, Loan Origination, Credit, Retirement Planning, Residential Mortgages, Home Equity, VA loans, FHA financing, Government Loans
Education
Harvard Business School
MBA, Marketing
University of Pittsburgh
BS, Cum Laude, Industrial Engineering
Retirement Funding Solutions July 2015 - Present
Security 1 Lending October 2011 - June 2015
Wells Fargo Home Mortgage April 2011 - August 2011
Bank of America May 2006 - March 2011
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loans, FHA, Loan Origination, Credit, Retirement Planning, Residential Mortgages, Home Equity, VA loans, FHA financing, Government Loans
Education
Harvard Business School
MBA, Marketing
University of Pittsburgh
BS, Cum Laude, Industrial Engineering
Larry Hanover, CRMP Larry Hanover, CRMP's Security 1 Lending Experience January 2012 - December 2013
Job NMLS# 225715
Industry Financial Services
Experience
Universal Lending Corporation November 2014 - September 2015
Security 1 Lending January 2012 - December 2013
United Banc Group 2009 - 2012
Fisher Mortgage 2007 - 2009
Wells Fargo 2005 - 2007
Skills
Reverse Mortgages, Mortgage Lending, FHA, Loan Origination, Residential Mortgages, Real Estate, Refinance, Banking, Management, Referrals, Mortgage Marketing, Loans, Credit Analysis, FHA Financing, Credit, Mortgage Banking
Education
Illinois State University
Political Science and Government
Universal Lending Corporation November 2014 - September 2015
Security 1 Lending January 2012 - December 2013
United Banc Group 2009 - 2012
Fisher Mortgage 2007 - 2009
Wells Fargo 2005 - 2007
Skills
Reverse Mortgages, Mortgage Lending, FHA, Loan Origination, Residential Mortgages, Real Estate, Refinance, Banking, Management, Referrals, Mortgage Marketing, Loans, Credit Analysis, FHA Financing, Credit, Mortgage Banking
Education
Illinois State University
Political Science and Government
Bobby Donaldson's Security 1 Lending Experience August 2013 - Present
Job HECM Retirement and Purchase Specialist at Security 1 Lending
Industry Banking
Experience
Security 1 Lending August 2013 - Present
One Reverse Mortgage November 2012 - August 2013
Atlantic Bay Mortgage Grou[ July 2012 - November 2012
Network Funding, LP April 2012 - July 2012
New American Mortgage August 2011 - March 2012
Wells Fargo Home Mortgage July 2010 - August 2011
Donaldson Advisors January 2009 - July 2010
Saussy Burbank June 2002 - November 2008
Donaldson & Associates 1980 - 1990
John Crosland Company 1978 - 1987
Skills
Reverse Mortgages, Mortgage Lending, Working with Seniors, Real Estate, Mortgage Banking, Sales, Management, FHA, Loan Origination, Residential Homes, Refinance, FHA financing, Residential Mortgages, Finance, VA loans, Sellers, USDA, Loans, Investment Properties, First Time Home Buyers, New Home Sales, Construction Loans, Real Estate Financing, Credit, Mortgage Underwriting, Underwriting, Banking, Home Equity Loans, Real Estate Economics, Certified Mortgage..., Government Loans, Mortgage Marketing, Foreclosures, REO, Real Estate Transactions, Commercial Lending
Education
University of North Carolina at Greensboro 1971 — 1972
Masters, Business Administration
Guilford College 1969 — 1971
B. S., Business Administration, Management and Operations
Security 1 Lending August 2013 - Present
One Reverse Mortgage November 2012 - August 2013
Atlantic Bay Mortgage Grou[ July 2012 - November 2012
Network Funding, LP April 2012 - July 2012
New American Mortgage August 2011 - March 2012
Wells Fargo Home Mortgage July 2010 - August 2011
Donaldson Advisors January 2009 - July 2010
Saussy Burbank June 2002 - November 2008
Donaldson & Associates 1980 - 1990
John Crosland Company 1978 - 1987
Skills
Reverse Mortgages, Mortgage Lending, Working with Seniors, Real Estate, Mortgage Banking, Sales, Management, FHA, Loan Origination, Residential Homes, Refinance, FHA financing, Residential Mortgages, Finance, VA loans, Sellers, USDA, Loans, Investment Properties, First Time Home Buyers, New Home Sales, Construction Loans, Real Estate Financing, Credit, Mortgage Underwriting, Underwriting, Banking, Home Equity Loans, Real Estate Economics, Certified Mortgage..., Government Loans, Mortgage Marketing, Foreclosures, REO, Real Estate Transactions, Commercial Lending
Education
University of North Carolina at Greensboro 1971 — 1972
Masters, Business Administration
Guilford College 1969 — 1971
B. S., Business Administration, Management and Operations
Derrick Kravitz's Security 1 Lending Experience 2007 - October 2010
Job Project Manager at AMDA Enterprises LLC
Industry Management Consulting
Experience
AMDA Enterprises LLC January 2012 - Present
FestivalZOO.com 2011 - December 2013
Journey Financial November 2010 - November 2011
Security 1 Lending 2007 - October 2010
Skills
Business management, SEO, Social Media, Marketing, Advertising, Sales, WordPress
Education
Gannon University 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Marketing
AMDA Enterprises LLC January 2012 - Present
FestivalZOO.com 2011 - December 2013
Journey Financial November 2010 - November 2011
Security 1 Lending 2007 - October 2010
Skills
Business management, SEO, Social Media, Marketing, Advertising, Sales, WordPress
Education
Gannon University 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Marketing
Mark Livas's Security 1 Lending Experience March 2013 - October 2013
Job Security Officer at Stevens Pass Mountain Resort
Industry Security and Investigations
Experience
Stevens Pass Mountain Resort November 2011 - April 2014
Security 1 Lending March 2013 - October 2013
Law Offices of Mark B. Livas July 1994 - May 2005
US Navy 1974 - 1992
Touche Ross September 1984 - September 1989
Skills
Management Consulting, Customer Service, Sales Management, Sales, Social Media, Marketing, Negotiation, Leadership, Coaching, Financial Analysis, Account Management, Training, Team Building, Public Speaking
Education
Gonzaga Law School
Doctor of Law (J.D.), Law Degree
University of Florida 1983 — 1984
Masters of Tax Law (LLM Tax), Tax Law/Taxation
Providence College
M.Ed Counseling
University of Idaho
Bachelor of Science (BS), Psychology
Stevens Pass Mountain Resort November 2011 - April 2014
Security 1 Lending March 2013 - October 2013
Law Offices of Mark B. Livas July 1994 - May 2005
US Navy 1974 - 1992
Touche Ross September 1984 - September 1989
Skills
Management Consulting, Customer Service, Sales Management, Sales, Social Media, Marketing, Negotiation, Leadership, Coaching, Financial Analysis, Account Management, Training, Team Building, Public Speaking
Education
Gonzaga Law School
Doctor of Law (J.D.), Law Degree
University of Florida 1983 — 1984
Masters of Tax Law (LLM Tax), Tax Law/Taxation
Providence College
M.Ed Counseling
University of Idaho
Bachelor of Science (BS), Psychology
Gill Black's Security 1 Lending Experience February 2012 - April 2013
Job Reverse Mortgage Consultant
Industry Financial Services
Experience
Columbus Ohio January 2014 - Present
Security 1 Lending February 2012 - April 2013
Advantage Realty Group 2010 - 2012
SecureData January 2008 - 2010
Service Express 2007 - 2009
Romanelli & Hughes Building Company 2003 - 2007
Sarcom 1993 - 2003
Skills
Account Management, Sales Management, Selling, Management, Sales, Reverse Mortgages, Condos, Business Development, Investment Properties, New Home Sales, Real Estate, Sales Process, Mortgage Lending, FHA
Education
Louisiana State University and Agricultural and Mechanical College 1962 — 1965
Business Administration and Management, General
The Ohio State University
Columbus Ohio January 2014 - Present
Security 1 Lending February 2012 - April 2013
Advantage Realty Group 2010 - 2012
SecureData January 2008 - 2010
Service Express 2007 - 2009
Romanelli & Hughes Building Company 2003 - 2007
Sarcom 1993 - 2003
Skills
Account Management, Sales Management, Selling, Management, Sales, Reverse Mortgages, Condos, Business Development, Investment Properties, New Home Sales, Real Estate, Sales Process, Mortgage Lending, FHA
Education
Louisiana State University and Agricultural and Mechanical College 1962 — 1965
Business Administration and Management, General
The Ohio State University
Earl Markowitz's Security 1 Lending Experience Reverse Mortgage ConsultantMet Life2005 - 2011
Job Reverse mortgage professional
Industry Financial Services
Experience
Security 1 Lending Reverse Mortgage ConsultantMet Life2005 - 2011
Skills
Loan Origination, Mortgage Lending, Retirement, Seniors
Education
University of Pittsburgh 1954 — 1958
Bachelor of Business Administration (BBA)
Security 1 Lending Reverse Mortgage ConsultantMet Life2005 - 2011
Skills
Loan Origination, Mortgage Lending, Retirement, Seniors
Education
University of Pittsburgh 1954 — 1958
Bachelor of Business Administration (BBA)
Dario Diaz, CBAP's Security 1 Lending Experience August 2012 - March 2014
Job IT Project Manager at Reverse Mortgage Funding LLC
Industry Financial Services
Experience
Reverse Mortgage Funding LLC April 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Home Loans December 2009 - September 2012
DeCampa Corp d/b/a A Little Shoppe of Flowers September 2008 - December 2009
U.S. Trust, Bank of America Private Wealth Management April 2004 - August 2008
US Trust January 2000 - April 2004
Kinko's April 1996 - June 1999
Skills
SDLC, Process Development, Operations Management, Quality Assurance
Education
ESI 2011 — 2012
CBAP certification, Business Analysis
Baruch College, City University of New York (CUNY) 2002 — 2008
BBA, Operations Management - 2008
Reverse Mortgage Funding LLC April 2014 - Present
Security 1 Lending August 2012 - March 2014
MetLife Home Loans December 2009 - September 2012
DeCampa Corp d/b/a A Little Shoppe of Flowers September 2008 - December 2009
U.S. Trust, Bank of America Private Wealth Management April 2004 - August 2008
US Trust January 2000 - April 2004
Kinko's April 1996 - June 1999
Skills
SDLC, Process Development, Operations Management, Quality Assurance
Education
ESI 2011 — 2012
CBAP certification, Business Analysis
Baruch College, City University of New York (CUNY) 2002 — 2008
BBA, Operations Management - 2008
Dave Bryzelak's Security 1 Lending Experience April 2011 - May 2013
Job Reverse Mortgage Specialist at American Advisors Group (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) January 2015 - Present
Geneva Financial LLC June 2014 - January 2015
Open Mortgage, LLC 2013 - June 2014
Security 1 Lending April 2011 - May 2013
Bank of America 2010 - 2011
1st Mariner Bank 2007 - 2008
Skills
FHA, Reverse Mortgages, Short Sales, Referrals, Refinance, Loan Origination, Foreclosures, FHA financing
Education
Pro-Schools 2012 — 2012
NMLS required Classes
Fullerton College 1962 — 1964
Business Administration and Management, General
American Advisors Group (AAG Reverse Mortgage) January 2015 - Present
Geneva Financial LLC June 2014 - January 2015
Open Mortgage, LLC 2013 - June 2014
Security 1 Lending April 2011 - May 2013
Bank of America 2010 - 2011
1st Mariner Bank 2007 - 2008
Skills
FHA, Reverse Mortgages, Short Sales, Referrals, Refinance, Loan Origination, Foreclosures, FHA financing
Education
Pro-Schools 2012 — 2012
NMLS required Classes
Fullerton College 1962 — 1964
Business Administration and Management, General
Eric Wyszkowski's Security 1 Lending Experience May 2013 - Present
Job SR Reverse Mortgage Specialist at Security 1 Lending
Industry Banking
Experience
Security 1 Lending May 2013 - Present
Genworth Financial Home Equity Access, Inc. January 2011 - April 2013
Wells Fargo Bank April 2010 - August 2011
New Millenium Bank October 2006 - August 2009
Skills
FHA, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loans, Refinance, Construction Loans, Retirement, Loan Origination, Credit Analysis, FHA financing, Home Equity, Residential Mortgages, Strategic Financial..., USDA, Home Equity Loans, Commercial Mortgages, Credit, Banking, Underwriting, Mortgage Underwriting, Commercial Lending, Investment Properties, VA loans, Certified Mortgage...
Education
Uni of Miami 1978 — 1981
BBA, International Marketing and Finance
Tulane University 1976 — 1978
BBA, Economics
Security 1 Lending May 2013 - Present
Genworth Financial Home Equity Access, Inc. January 2011 - April 2013
Wells Fargo Bank April 2010 - August 2011
New Millenium Bank October 2006 - August 2009
Skills
FHA, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loans, Refinance, Construction Loans, Retirement, Loan Origination, Credit Analysis, FHA financing, Home Equity, Residential Mortgages, Strategic Financial..., USDA, Home Equity Loans, Commercial Mortgages, Credit, Banking, Underwriting, Mortgage Underwriting, Commercial Lending, Investment Properties, VA loans, Certified Mortgage...
Education
Uni of Miami 1978 — 1981
BBA, International Marketing and Finance
Tulane University 1976 — 1978
BBA, Economics
Heidi Eastman's Security 1 Lending Experience May 2014 - March 2015
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions March 2015 - Present
Security 1 Lending May 2014 - March 2015
National MS Society January 2006 - May 2014
Skills
Grants, Volunteer Management, Community Development, Grant Writing, Program Management, Community Outreach, Philanthropy, Program Evaluation, Proposal Writing, Program Development, Leadership, Board Development, Non-profit..., Workshop Facilitation, Non-profits, Fundraising, Finance, Reverse Mortgage..., Nonprofits
Education
Husson University 1987 — 1991
Bachelor's degree, Finance and Financial Management Services
Eastern Maine Community College 1987 — 1989
Associate's degree, Business Administration and Management, General
Retirement Funding Solutions March 2015 - Present
Security 1 Lending May 2014 - March 2015
National MS Society January 2006 - May 2014
Skills
Grants, Volunteer Management, Community Development, Grant Writing, Program Management, Community Outreach, Philanthropy, Program Evaluation, Proposal Writing, Program Development, Leadership, Board Development, Non-profit..., Workshop Facilitation, Non-profits, Fundraising, Finance, Reverse Mortgage..., Nonprofits
Education
Husson University 1987 — 1991
Bachelor's degree, Finance and Financial Management Services
Eastern Maine Community College 1987 — 1989
Associate's degree, Business Administration and Management, General
David Reas's Security 1 Lending Experience August 2013 - Present
Job Reverse Mortgage Specialist at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending August 2013 - Present
Genworth Financial Home Equity Access,Inc. 2012 - August 2013
Cendera Funding October 2011 - 2012
Griffin Financial Advisers 2007 - 2011
Skills
Reverse Mortgages, Loan Origination, Mortgage Lending
Education
Texas Wesleyan University
Security 1 Lending August 2013 - Present
Genworth Financial Home Equity Access,Inc. 2012 - August 2013
Cendera Funding October 2011 - 2012
Griffin Financial Advisers 2007 - 2011
Skills
Reverse Mortgages, Loan Origination, Mortgage Lending
Education
Texas Wesleyan University
Theodore Austin's Security 1 Lending Experience May 2015 - July 2015
Job Financial Counselor | Bank Manager
Industry Financial Services
Experience
Security 1 Lending May 2015 - July 2015
Bank of America December 2014 - May 2015
Sovereign Lending Group, Inc. March 2014 - December 2014
American Advisors Group (AAG Reverse Mortgage) October 2012 - February 2014
Bank of the West July 2008 - October 2012
Polar Capital Funding July 2004 - July 2008
Wells Fargo January 2002 - June 2004
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Investments, Loan Origination, Leadership, Real Estate, Commercial Lending, Small Business Lending, Customer Service, New Business Development, Credit Analysis, Team Building, Strategic Planning, Portfolio Management, Sales, Microsoft Office, United States Air Force...
Education
Golden Gate University
Bachelor's degree, Business Administration and Management, General
Southeast Los Angeles County Workforce Investment Board
Security 1 Lending May 2015 - July 2015
Bank of America December 2014 - May 2015
Sovereign Lending Group, Inc. March 2014 - December 2014
American Advisors Group (AAG Reverse Mortgage) October 2012 - February 2014
Bank of the West July 2008 - October 2012
Polar Capital Funding July 2004 - July 2008
Wells Fargo January 2002 - June 2004
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Investments, Loan Origination, Leadership, Real Estate, Commercial Lending, Small Business Lending, Customer Service, New Business Development, Credit Analysis, Team Building, Strategic Planning, Portfolio Management, Sales, Microsoft Office, United States Air Force...
Education
Golden Gate University
Bachelor's degree, Business Administration and Management, General
Southeast Los Angeles County Workforce Investment Board
Kevin Pham's Security 1 Lending Experience March 2012 - Present
Job Reverse Mortgage Consultant at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending March 2012 - Present
Wells Fargo Home Mortgage 2011 - 2012
Wells Fargo Home Mortgage 2008 - 2011
Wells Fargo 2007 - 2008
Wells Fargo 2004 - 2007
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Wells Fargo 1996 - 1998
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Refinance, FHA financing, Residential Mortgages, Loans, Home Equity Lines of..., Home Equity Loans, Credit, Construction Loans, Banking, Commercial Mortgages, Certified Mortgage..., Credit Analysis, Government Loans, Home Equity, Loan Origination, USDA, VA loans
Education
St. Mary's College of California
Bachelor of Business Administration (B.B.A.), Minor in Economics
Security 1 Lending March 2012 - Present
Wells Fargo Home Mortgage 2011 - 2012
Wells Fargo Home Mortgage 2008 - 2011
Wells Fargo 2007 - 2008
Wells Fargo 2004 - 2007
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Wells Fargo 1996 - 1998
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Refinance, FHA financing, Residential Mortgages, Loans, Home Equity Lines of..., Home Equity Loans, Credit, Construction Loans, Banking, Commercial Mortgages, Certified Mortgage..., Credit Analysis, Government Loans, Home Equity, Loan Origination, USDA, VA loans
Education
St. Mary's College of California
Bachelor of Business Administration (B.B.A.), Minor in Economics
Connie Hedrick's Security 1 Lending Experience January 2015 - May 2015
Job Mortgage Loan Officer at Cardinal Financial Company, Limited Partnership
Industry Real Estate
Experience
Cardinal Financial Company, Limited Partnership May 2015 - Present
Security 1 Lending January 2015 - May 2015
WR Starkey Mortgage April 2014 - July 2014
New Penn Financial, LLC August 2013 - April 2014
West Lake Norman Builders,Inc. August 1999 - October 2010
Integrity Home Mortgage March 2003 - August 2007
Skills
Loans, Real Estate, Construction, Real Estate Financing, Finance, Mortgage Lending, USDA, VA Loans
Education
Jim Montrym's National Mortgage Broker School 2013 — 2013
NMLS Natl. Safe & UST, Mortgage Licensing, 81/100
Mitchell Community College 1999 — 1999
General Contractor Pre Licensing, Construction Management
Century 21 School of Real Estate 1992 — 1992
Broker License, Real Estate
Cardinal Financial Company, Limited Partnership May 2015 - Present
Security 1 Lending January 2015 - May 2015
WR Starkey Mortgage April 2014 - July 2014
New Penn Financial, LLC August 2013 - April 2014
West Lake Norman Builders,Inc. August 1999 - October 2010
Integrity Home Mortgage March 2003 - August 2007
Skills
Loans, Real Estate, Construction, Real Estate Financing, Finance, Mortgage Lending, USDA, VA Loans
Education
Jim Montrym's National Mortgage Broker School 2013 — 2013
NMLS Natl. Safe & UST, Mortgage Licensing, 81/100
Mitchell Community College 1999 — 1999
General Contractor Pre Licensing, Construction Management
Century 21 School of Real Estate 1992 — 1992
Broker License, Real Estate
Ron Cerri's Security 1 Lending Experience April 2011 - October 2012
Job Reverse Mortgage Originator NMLS 493700
Industry Financial Services
Experience
Reverse Mortgage Cons July 2013 - Present
Independent November 2012 - June 2013
Security 1 Lending April 2011 - October 2012
Bank of America June 2006 - March 2011
Skills
Loans, Reverse Mortgages
Education
Broward Community College
A A, Business Administration
Reverse Mortgage Cons July 2013 - Present
Independent November 2012 - June 2013
Security 1 Lending April 2011 - October 2012
Bank of America June 2006 - March 2011
Skills
Loans, Reverse Mortgages
Education
Broward Community College
A A, Business Administration
Sunny Mahdii's Security 1 Lending Experience October 2010 - Present
Job Branch Manager
Industry Financial Services
Experience
Security 1 Lending October 2010 - Present
Omni Home Financing June 2005 - October 2010
Skills
Mortgage Lending, Strategic Financial..., Home Equity, New Business Development, Risk Management, Team Leadership, Retirement Planning, Loans, Investments, VA loans, Mortgage Underwriting, Reverse Mortgages, Residential Mortgages, Loan Origination, FHA financing, FHA, Mortgage Banking, Refinance, VA Loans, FHA Financing
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 2001
MBA, International Business
Security 1 Lending October 2010 - Present
Omni Home Financing June 2005 - October 2010
Skills
Mortgage Lending, Strategic Financial..., Home Equity, New Business Development, Risk Management, Team Leadership, Retirement Planning, Loans, Investments, VA loans, Mortgage Underwriting, Reverse Mortgages, Residential Mortgages, Loan Origination, FHA financing, FHA, Mortgage Banking, Refinance, VA Loans, FHA Financing
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 2001
MBA, International Business
Jevon Barnes's Security 1 Lending Experience July 2012 - January 2014
Job Senior Loan Officer / Branch Manager at Open Mortgage, LLC
Industry Financial Services
Experience
Open Mortgage, LLC January 2014 - Present
Security 1 Lending July 2012 - January 2014
Marinello Schools of Beauty January 2012 - July 2012
Sports Club LA January 2010 - February 2012
Sports Club LA January 2010 - January 2012
24 Hour Fitness January 2009 - January 2012
Prudential Financial January 2007 - June 2009
Milestones Clothing Boutique March 2004 - December 2006
IRE Glass Designs January 2000 - December 2005
Skills
Goal Oriented, Customer Service, Sales Management, Exceeding Expectations, Executive Management, Cold Calling, Data Entry, Information Gathering, Finance, Loan Origination, Loans, Management, Public Speaking, Sales, Social Media, Social Networking, Strategic Planning
Education
San Francisco State University 2010 — 2012
currently enrolled, Business
Bethel Ministry School 2004 — 2007
Pastoral license, Theological and Ministerial Studies
San Francisco State University
San Francisco State University
Sound Engineering /Music Business
Open Mortgage, LLC January 2014 - Present
Security 1 Lending July 2012 - January 2014
Marinello Schools of Beauty January 2012 - July 2012
Sports Club LA January 2010 - February 2012
Sports Club LA January 2010 - January 2012
24 Hour Fitness January 2009 - January 2012
Prudential Financial January 2007 - June 2009
Milestones Clothing Boutique March 2004 - December 2006
IRE Glass Designs January 2000 - December 2005
Skills
Goal Oriented, Customer Service, Sales Management, Exceeding Expectations, Executive Management, Cold Calling, Data Entry, Information Gathering, Finance, Loan Origination, Loans, Management, Public Speaking, Sales, Social Media, Social Networking, Strategic Planning
Education
San Francisco State University 2010 — 2012
currently enrolled, Business
Bethel Ministry School 2004 — 2007
Pastoral license, Theological and Ministerial Studies
San Francisco State University
San Francisco State University
Sound Engineering /Music Business
Brittany Kier's Security 1 Lending Experience June 2012 - Present
Job Sales Support at Security 1 Lending
Industry Financial Services
Experience
Security 1 Lending June 2012 - Present
Skills
Marketing, Customer Service, Data Entry, Microsoft Office, Real Estate, Microsoft Word, Finance, Shipping, Microsoft Excel, Customer Satisfaction, Administrative..., Telephone Skills, Online Marketing, Spreadsheets, FHA, Mortgage Banking
Education
Spokane Falls Community College
Professional, Technical, Business
Security 1 Lending June 2012 - Present
Skills
Marketing, Customer Service, Data Entry, Microsoft Office, Real Estate, Microsoft Word, Finance, Shipping, Microsoft Excel, Customer Satisfaction, Administrative..., Telephone Skills, Online Marketing, Spreadsheets, FHA, Mortgage Banking
Education
Spokane Falls Community College
Professional, Technical, Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY