Security One Lending
Industry: Company
DescriptionFounded: 2006 Parent organization: Reverse Mortgage Solutions, Inc. Subsidiaries: Security Reverse Mortgage, OMNI Reverse Inc.
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Security One Lending Employees
Security One Lending June 2012 - Present
Wells Fargo Home Mortgage 2009 - 2012
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Refinance, FHA, Residential Mortgages, FHA Financing, Credit, Reverse Mortgages, VA Loans
Education
College of San Mateo
Business/Commerce, General
Jaimi Lynn Photography January 2009 - Present
Security One Lending January 2010 - December 2011
Skills
Mac, PC, Microsoft Office, Photoshop, Illustrator, Corel Photopaint, Administration, Excel, Customer Service, Telecommunications, Adobe Acrobat, Quickbooks, Coaching, Athletic Training, Organizational..., Advertising, Portrait Photography, Digital Imaging, Photography, Travel Photography, Microsoft Excel, Lifestyle Photography, Photos, Image Manipulation, Studio Lighting, Food Photography, Digital Photography, Newborn, Fashion Photography, QuickBooks, Commercial Photography, Wedding Photography, System Administration, Art, Graphic Design, Weddings, Portraits, Event Photography, Studio Photography, Seniors, Headshots, Adobe Creative Suite, Lightroom, Photojournalism, Editing, Lifestyle, Fashion
Education
CSU Sacramento
Bachelors in Science, Sociology
Vacaville High School 1999 — 2002
GED, General Education Photography
Napa Valley College
Photography
Professional Mortgage Alliance January 2015 - Present
Security One Lending April 2012 - January 2015
Skills
FHA, Refinance, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Investment Properties, Loans, First Time Home Buyers, Finance, Residential Homes, Residential Mortgages, FHA financing, Loan Origination, VA loans, Underwriting, FHA Financing, VA Loans
Education
American Institute of Banking
Banking , Lending
Berkshire Community College
Accounting and Finance
HighTech Lending LLC March 2013 - Present
Security One Lending November 2012 - March 2013
MARD Enterprises Inc. February 2002 - November 2011
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Refinance, Credit, Loan Origination, Residential Mortgages, USDA, Banking, VA loans, Reverse Mortgages, FHA financing, Commercial Lending, Credit Analysis, Underwriting, Finance, Commercial Banking, Sales Management, Financial Analysis, Workout of debt as part..., Certified Mortgage..., Investment Properties, Real Estate, Commercial Mortgages, Real Estate Financing, Construction Loans, Loan Servicing, Consumer Lending, Loss Mitigation, Mortgage Underwriting
Education
San Diego International University 1971 — 1973
Masters, Finance and Financial Management Services
San Diego State University-California State University 1969 — 1971
Finance and Economics
American Advisors Group (AAG Reverse Mortgage) February 2013 - Present
Security One Lending July 2012 - January 2013
MetLife Home Loans January 2009 - June 2012
Bankers Life and Casualty 2007 - 2009
Life Settlement Company of America 2007 - 2007
BNY Mortgage 2001 - 2007
Skills
Reverse Mortgages, Loan Origination, Financial Analysis, Negotiation, Consultative Selling, Mortgage Banking, Excel, Word, Mortgage, Loans, Customer Relations, Mortgage Lending, Salesforce.com, Sales Management, Funding, Sales, Finance, FHA, Banking, Credit, Residential Mortgages, Underwriting, Retirement, Retirement Planning, Customer Service, FHA financing, Credit Analysis, First Time Home Buyers, Risk Management, Management, Construction Loans, Selling, Home Equity Loans, Leadership, Government Loans, Mortgage Servicing, Refinance, Home Equity Lines of..., Home Equity, Investment Properties, Commercial Mortgages, Real Estate Financing, USDA, Certified Mortgage..., Loan Servicing, Mortgage Marketing, Loss Mitigation, Mortgage Underwriting, VA loans, Commercial Lending
Education
Rider University 1996 — 2000
B.S. Degree, Finance and Philosophy
Reverse Mortgage Funding LLC September 2014 - Present
Security One Lending May 2013 - September 2014
Yadkin Bank September 2011 - May 2013
Wells Fargo Home Mortgage March 2011 - August 2011
Bank of America September 2009 - March 2011
Wells Fargo Home Mortgage August 2006 - September 2009
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, VA loans, Loans, Credit, Residential Mortgages, Home Equity, Refinance, Certified Mortgage..., Investment Properties, USDA, FHA financing, FHA Financing, Banking
Education
Appalachian State University 1979 — 1983
BS, Merchandising and Management
Willow Bend Mortgage Company September 2015 - Present
Security One Lending December 2011 - August 2015
MetLife Bank August 2008 - June 2011
First Century Bank N.A. 2011 - 2011
Countrywide Home Loans April 2008 - August 2008
LendAmerica October 2007 - April 2008
Financial Freedom Senior Funding June 2002 - October 2007
Skills
Reverse Mortgages, Mortgage Lending, Construction Loans, Mortgage Banking, FHA, Residential Mortgages, Commercial Mortgages, FHA financing, VA loans, Banking, USDA, Loan Origination, Government Loans, Retirement, Mortgage Marketing, Home Equity, Real Estate, Loans, Certified Mortgage..., Refinance, Investment Properties, Mortgage Underwriting, Finance, Credit, Home Equity Loans, Investments, Underwriting, Sales Management, Home Equity Lines of..., Credit Analysis
Education
University of Miami - School of Business
Bachelor of Business Administration
Diversity Home Lending (a division of American Pacific) November 2013 - Present
Bank of America May 2012 - September 2013
Security One Lending March 2011 - May 2011
Bank of America July 2007 - March 2011
Countrywide Bank 2007 - 2009
SN Sands Corporation February 1990 - August 2007
Financial Freedom December 2005 - July 2007
Skills
Loans, Purchase, Home, Mortgage, Mortgage Lending, Real Estate, FHA, Refinance, Franchising, Credit, Reverse Mortgages, Loan Origination, Sales, Mortgage Banking, Investment Properties, FHA financing, Government Loans, Home Equity Lines of..., Finance, Home Equity, Residential Mortgages
Education
University of Phoenix 2010 — 2013
BS, Business Management, Straight A
Skyline College 2002 — 2002
Real Estate License, Real Estate
Ohlone College 1983 — 1986
Associate Arts, Sign Language Studies
Apex Fun Run November 2013 - Present
Beautiful Feet October 2013 - April 2014
Security One Lending June 2012 - June 2013
Schwartz Commercial Realty December 2011 - August 2012
Point Loma Nazarene University September 2009 - December 2011
Gold River Racquet Club June 2011 - August 2011
Waddell & Reed January 2011 - May 2011
Courtside Tennis & Apparel January 2007 - August 2009
Skills
Financial Analysis, Real Estate, Excel, Business Planning, Sales, Public Speaking, Social Media Marketing
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts, Business Administration; Concentration: Entrepreneurship & Finance
Retirement Funding Solutions May 2015 - Present
Security One Lending June 2012 - May 2015
MetLife Home Loans March 2010 - May 2012
Financial Freedom November 2001 - February 2010
Education
Husson College 1979 — 1982
Bachelor of Science (BS), Business/Accounting
Security One Lending March 2013 - Present
MetLife Home Loans May 2010 - June 2012
M&T Bank June 2006 - May 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Maryland College Park 1968 — 1971
Bachelor of Arts (B.A.), English Language and Literature/Letters
Baltimore City College High School 1962 — 1966
College Preparatory
AKT CPAs, Advisors, Consultants January 2015 - Present
AMN Healthcare October 2013 - December 2014
Security One Lending June 2012 - October 2013
KAYA Associates March 2009 - June 2012
Skills
Technical Support, Active Directory, A+ Certified, ServiceNow, Troubleshooting, Hardware, Networking, Windows 7, Software Installation, Software Documentation, Operating Systems, Computer Hardware, MobileIron, SCCM, Service Desk, Laptops, Remote Desktop, Sales, Sales Presentations, Real Estate, Sales Process, Real Estate Transactions, Business Networking, Real Estate Financing, Help Desk Support, Windows XP
Education
Athens State University
Bachelor Of Science, Criminal Justice
Security One Lending
Skills
Loan Origination, Mortgage Lending, Refinance, Residential Mortgages, Mortgage Banking, FHA, Home Equity, Loans, Real Estate Financing, Referrals, FHA financing
Education
University of San Francisco
Bachelor's degree, Organizational Behavior
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
Urban Financial Group, Inc.; a KCG Holdings, Inc. Company November 2013 - May 2014
Reverse Mortgage Professionals, An Aegean Financial Company June 2012 - November 2013
Metlife Home Loans August 2010 - June 2012
Wells Fargo Home Mortgage May 2008 - August 2010
Security One Lending May 2007 - May 2008
Wells Fargo Home Mortgage November 2003 - May 2007
U.S. Army Reserve April 2003 - June 2006
Pepperdine University January 2000 - January 2003
Velasco & Associates December 1999 - January 2003
United States Marine Corps January 1990 - January 1999
Skills
10 years experience as..., Experienced Sales..., Fully bilingual English..., Mortgage Lending, Real Estate, Leadership, Management, Banking, Marketing, Training, Marketing Strategy, Mortgage Banking, Reverse Mortgages, Insurance, Budgets
Education
Universidad Autónoma de Guadalajara 1994 — 1999
J.D, International Law
Bank of America Corporation May 2015 - Present
Security One Lending February 2011 - May 2015
Bank of America October 2007 - February 2011
The Lenders Group LLC January 1998 - October 2007
Skills
Mortgage Banking, Reverse Mortgages, Loan Origination, FHA, Mortgage Lending, Refinance, Loans, Credit, Underwriting, First Time Home Buyers, Banking, Investment Properties, USDA, VA loans, FHA financing, Sales Management, Real Estate, Team Building, Negotiation, Marketing Strategy, Home Equity Loans, Sales, Leadership, Residential Mortgages, Home Equity Lines of..., Finance, Mortgage Underwriting, Commercial Mortgages, FHA Financing, Public Speaking, VA Loans
Education
San Diego State University-California State University
Executive Management/Sales
Security One Lending June 2012 - Present
Metlife Bank February 2011 - June 2012
Bank of America June 2007 - February 2011
Financial Freedom May 2005 - June 2007
MetroCities Mortgage September 2003 - May 2005
Skills
Reverse Mortgages, Financial Options in..., Portfolio Protection, New Home Purchase, In-Home Healthcare..., Expense Reduction, FHA Condo Approval, Banking, Refinance, Sellers, Retirement, Home Equity, Finance, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination
Education
Susquehanna University 1966 — 1970
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Security One Lending September 2011 - Present
Skills
FHA, Reverse Mortgages, Loans, HUD, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Case Managment, Brokers, Sales, Mortgage Banking, FHA financing, Residential Mortgages, Refinance, Home Equity
Education
Newbridge College-San Diego East
Reverse Mortgage Funding LLC July 2014 - Present
Financial Planning Association May 2011 - November 2013
One Reverse Mortgage - A Quicken Loans Company January 2013 - July 2013
Security One Lending June 2012 - January 2013
MetLife Home Loans November 2010 - June 2012
Wells Fargo Home Mortgage December 2007 - November 2010
Real Estate Nevada June 2001 - July 2003
Skills
Reverse Mortgages, Loans, Retirement, Mortgage Lending, Cash Flow, FHA, Real Estate, Finance, Investment Properties, Retirement Planning, First Time Home Buyers, Management, Risk Management, FHA financing, Sales, Government Loans, Credit, USDA, Financial Analysis, Selling, Small Business, Strategy, Insurance, Investments, Loan Origination, Portfolio Management, Mortgage Banking, Residential Homes, Refinance, Residential Mortgages, Condos, HUD, Funding, Real Estate Transactions, Sellers, VA loans, Financial Advisory, Property, Relocation, Certified Mortgage..., Underwriting, Real Estate Financing, Banking, Mutual Funds, Referrals, Seniors, Strategic Financial..., Estate Planning, Employee Benefits, Financial Services
Education
NMLS 543264 2010 — 2014
Principal Lending Manager, Financial Planning and Services
Utah Valley University 2007 — 2008
College of Southern Nevada 1993 — 1995
General Studies
Cañada College 1981 — 1983
General Studies
Foothill College 1980 — 1982
General Studies
Monterey Peninsula College 1979 — 1980
General Studies, Freshman
Westamerica Bank May 2011 - Present
Security One Lending March 2009 - May 2011
All Star Rents January 2008 - March 2009
United Capial Leasing 1995 - 1999
Skills
Customer Service, Software Documentation, System Administration, Risk Management, Microsoft Office, Team Building, Sales, Microsoft Excel, Process Improvement, Windows, Management, Visio, Outlook, Team Leadership, Training, Networking, Microsoft Word, Access, Project Management, Social Media, Public Speaking, Inventory Management, Business Analysis, PowerPoint, Encompass 360
Education
Westwood College of Technology 2013 — 2015
Bachelor of Science (B.S.), Information Technology Computer Forensics
Solano Community College 2009 — 2013
Associate of Science (AS), Computer Science
Palmer High School 1985 — 1989
Reverse Mortgage West August 2015 - Present
Reverse Mortgage Funding LLC January 2015 - August 2015
Security One Lending September 2010 - September 2014
Seniors Reverse Mortgage June 2008 - September 2010
First Horizon Home Loans February 2008 - June 2008
Countrywide Home Loans December 2006 - January 2008
Financial Freedom January 2006 - November 2006
Financial Freedom Senior Funding Corp. April 2003 - December 2005
Skills
Reverse Mortgages, Mortgage Lending, Residential Mortgages, Mortgage Banking, Loan Origination, Refinance, Loans, FHA, Investments, Sales, Investment Properties, FHA financing, Sales Management
Education
San Francisco State University
BA, Urban Planning
Retirement Funding Solutions April 2015 - Present
Security One Lending August 2014 - March 2015
Pre-employ.com January 2012 - April 2014
RadioShack October 2005 - December 2011
Skills
B2B, Team Leadership, Business Development, Negotiation, Customer Service, Customer Satisfaction, Background Checks, Contract Negotiation, Strategic Planning, Salesforce.com, Lead Cultivation
Education
Humboldt State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Management
Reverse Mortgage Funding LLC July 2015 - Present
Security One Lending September 2012 - July 2015
FirstBank September 2011 - September 2012
Wells Fargo Home Mortgage April 2008 - August 2010
Bank of America February 2007 - March 2008
Skills
Certified Senior Advisor, Real Estate License, Reverse Mortgages, Refinance, Mortgage Lending, Investment Advisory..., Short Sales, Sellers, Seniors, Mortgage Banking, FHA financing, FHA, Residential Mortgages, Loan Origination, VA loans, FHA Financing, Loans, First Time Home Buyers, Options, Finance, Investment Properties, VA Loans, Banking
Education
The American C.E. Institute 2013 — 2013
Certified Instructor, Continuing Education for CFPs, CPAs, and Realtors
Society of Certified Senior Advisors 2008 — 2008
Certified Senior Advisor
Brevard Community College 1972 — 1974
Associate of Arts (AA), General Studies
Retirement Funding Solutions June 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Home Loans - Reverse Mortgage March 2011 - June 2012
Bank of America Home Loans January 2009 - March 2011
Wells Fargo Home Mortgage 2005 - 2009
Sun MicroSystem 2000 - 2002
Micro Motion 1979 - 2000
Education
Regis University
Business Management
Security One Lending October 2013 - Present
MetLife November 2011 - July 2012
iReverse Home Loans, LLC October 2010 - October 2011
Wells Fargo Home Mortgage July 2004 - July 2010
Skills
Reverse Mortgages, Mortgage Lending, Small Business, Loans, Credit, Sales, Sellers, Investment Properties, FHA, Mortgage Banking, Real Estate Transactions
Education
California State University-Fresno
Bachelor's Degree, Psychology
William Rainey Harper College January 2014 - Present
iReverse Home Loans, LLC August 2013 - July 2014
Security One Lending June 2012 - September 2013
MetLife Home Loans May 2011 - May 2012
BNI Triple A, Lake in the Hills, IL January 2010 - September 2011
Wells Fargo Home Mortgage March 2010 - May 2011
Mortgage Branch December 2003 - 2010
HighTower, Inc. September 2007 - September 2008
Carteret Mortgage June 2003 - December 2003
Skills
Strong Phone Sales, Strong Financial..., Strong Closer, Mortgage, Referrals, Reverse Mortgages, Credit, Financial Analysis, Investments, Retirement, Mortgage Lending, FHA, VA, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, Loans, Conventional, Purchase, First Time Home Buyers, Mortgage Industry, Investment Properties, FHA financing, Real Estate, Banking, Sales Management, Conforming, VA loans, Mortgage Planning, Finance, Residential Homes, Government Loans, Home Equity, Real Estate Financing, Credit Analysis, Home Equity Loans, Home Equity Lines of..., VA Loans, Time Management, Team Leadership, Communication, Team Facilitation
Education
Harper College 2014 — 2015
Associate in Applied Science (AAS), Business Administration-Marketing Specializtion, 4.0 out of 4.0 (1 of only 30 to achieve out of over 5,000 graduates)
Providence Baptist/Oakton Community 1999 — 2002
Biblical Studies, Marketing, Finances
Security One Lending March 2014 - Present
Chicago May 2007 - July 2008
Wells Fargo Home Mortgage April 2003 - May 2007
Skills
Reverse Mortgage..., Reverse Mortgages, Mortgage Lending, FHA
Education
South Carolina State University
Bachelor of Science, Business Administration/Marketing
Reverse Mortgage Funding LLC December 2014 - Present
Security One Lending November 2012 - June 2014
MetLife Home Loans November 2008 - June 2012
Princeton Upholstery, Middletown, NY September 2006 - November 2008
Music Sales Group October 2004 - May 2006
Skills
Mortgage Lending, Refinance, Loans, Residential Mortgages, FHA financing, Purchase Management, Payroll, Payroll Taxes, Data Entry, Supply Management, Administrative Law, Office Administration, SAP, Human Resources, Government Loans, VA loans, FHA Financing, VA Loans, Banking, USDA, Sales, Credit, FHA, Mortgage Banking, Reverse Mortgages, Underwriting
Education
LaGuardia Community College 1983 — 1985
Associate's degree, Business Administration and Management, General
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
Retirement Funding Solutions July 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Home Loans September 2011 - July 2012
Wells Fargo Home Mortgage November 2009 - August 2011
Professional Mortgage Services, Inc January 1985 - January 2000
Skills
You name it - 40 Plus..., Reverse Mortgages, Mortgage Lending, Credit, Mortgage Banking, Residential Mortgages, Loans, Banking, FHA financing, Mortgage Underwriting, Refinance, Investment Properties, USDA, Underwriting, VA loans, Finance, FHA Financing
Education
Saint Johns River State College 1966 — 1969
Associate of Arts (AA), Business Administration and Management, General
St. Augustine High School 1962 — 1966
American Advisors Group (AAG Reverse Mortgage) July 2014 - Present
Security One Lending June 2012 - July 2014
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage February 2003 - August 2011
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Finance, Refinance, Residential Mortgages, FHA financing, Loans, Credit, Home Equity Loans, Financial Advisory, Home Equity Lines of..., Banking, Sales, FHA Financing
Education
Minnesota State University, Mankato
Bachelor's degree, sociology/gerontology
Security One Lending September 2005 - Present
Fabricor Ink October 1999 - September 2003
Account Temps March 1993 - July 1999
Skills
Loan Processing from..., Code Compliance, File Management, Customer Service, Accounts payable, Accounts receivable, Administration
Education
Cochise Community College 2003 — 2007
Associates Degree Business, Business Administration, Management and Operations
Kansas City Kansas Community College 1995 — 1997
Associates degree classes, Business Administration, Management and Operations
Security One Lending July 2012 - Present
Generation Mortgage Co. November 2011 - July 2012
Allied Home Mortgage July 2009 - November 2011
Prime One Mortgage Corporation November 2001 - July 2009
Skills
Reverse Mortgages, Mortgage Banking, Loan Origination, Mortgage Lending, FHA, VA, Sellers, Investment Properties, Residential Mortgages, Refinance, Real Estate, Home Equity Loans, VA loans, USDA, Credit
Education
University of Arizona 2009 — 2010
Master of Business Administration (MBA), Finance
Pacific Lutheran University 1995 — 1997
Bachelor's degree, Entrepreneurship, Managerial Accounting, Marketing
University of Oregon 1994 — 1995
Security One Lending November 2008 - Present
Home Capital Funding January 2007 - November 2008
Dollar Mortgage Corporation September 1997 - December 2006
Law Offices of William E. Trask November 1994 - September 1997
Letter-Kraft Printing, Inc. May 1981 - October 1994
Education
Thomas Jefferson School of Law 1990 — 1994
Juris Doctor
Biola University 1976 — 1978
Bachelor of Arts
Reverse Mortgage Funding LLC February 2015 - Present
Reverse Mortgage Funding LLC February 2014 - February 2015
BCB Community Bank June 2013 - February 2014
BCB Community Bank 2013 - 2014
BCB Community Bank 2013 - 2014
BCB Community Bank 2013 - 2014
Security One Lending July 2012 - February 2013
MetLife Home Loans division of Metlife Bank, NA June 2008 - July 2012
EverBank Reverse Mortgage March 2007 - May 2008
BNY Mortgage Company LLC, a joint venture between The Bank of NY and Everbank April 1999 - February 2007
Skills
Reverse Mortgages, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, FHA, Residential Mortgages, Credit, Refinance, Banking, Underwriting, Credit Analysis, Commercial Lending, FHA financing, VA loans, Credit Risk, Commercial Mortgages, Real Estate Financing, Financial Risk, Finance, Risk Management, USDA, Consumer Lending, Loan Servicing, Home Equity Lines of..., Mortgage Servicing, Loss Mitigation, Investment Properties, Mortgage Underwriting, Financial Services, Construction Loans
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Marketing
Security One Lending January 2012 - Present
Oakland Association of REALTORS February 2009 - December 2011
Skills
Investment Properties, Mortgage Lending, Loans, Refinance, FHA, Leadership, Real Estate, Strategic Planning, Reverse Mortgages, First Time Home Buyers, Real Estate Transactions, Residential Homes, Mortgage Banking, Loan Origination
Education
University of California, San Francisco 1970 — 1974
Doctor of Pharmacy (PharmD), Pharmacy
Retirement Funding Solutions June 2015 - Present
Security One Lending May 2012 - June 2015
MetLife Home Loans September 2011 - May 2012
Wells Fargo Home Mortgage October 2005 - September 2011
Wells Fargo 2005 - 2011
Skills
Home Equity Conversion..., Home Equity, Mortgage Lending, Reverse Mortgages, Loans, Banking, FHA, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, Retirement, USDA, VA loans, FHA financing, Government Loans, FHA Financing, VA Loans
Education
University of Northern Iowa 1980 — 1983
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Retirement Funding Solutions August 2015 - Present
Retirement Funding Solutions May 2015 - Present
Maryland Mortgage Bankers Association May 2015 - Present
Maryland Mortgage Banker's Association 2014 - May 2015
Security One Lending January 2011 - May 2015
Maryland Mortgage Bankers Assoc. 2010 - 2014
WCS Funding Group, Inc.d/b/a Happy Mortgage August 2010 - January 2011
Eagle Nationwide Mortgage Company June 2008 - August 2010
Skills
Reverse Mortgages, Mortgage Lending, Mortgage Banking, Loans, VA loans, Loan Origination, Strategic Financial..., FHA, Finance, Real Estate, First Time Home Buyers, Small Business, Refinance, Residential Mortgages, FHA financing, Certified Mortgage..., Mortgage Underwriting, Credit, Construction Loans, Government Loans, FHA Financing, Banking, VA Loans, Financial Planning
Education
University of Richmond 1966 — 1970
B.A., Psychology and Sociology
New Castle Mortgage September 2014 - Present
Security One Lending June 2012 - September 2014
MetLife Bank NA December 2009 - June 2012
Bank of America 2007 - 2009
TransLand Financial Services 2005 - 2007
Heritage Homes September 1991 - June 1997
Skills
Reverse Mortgages, Loans, Credit, Home, Referrals, Mortgage Lending, Mortgage, Loan Origination, FHA, Refinance, Mortgage Banking, Residential Mortgages, Real Estate, Purchase, Sales Management, Banking, Mortgage Industry, Residential, Customer Relations, Financial Analysis, Customer Service, Team Building, Negotiation, Strategic Planning, Financial Planning, Consultative Selling, New Business Development, Risk Management, Short Sales, Lead Generation, Operations Management, Business Planning, Compliance, Problem Solving, Budgeting, Coaching, Public Speaking, Credit Analysis, Business Strategy, Marketing Strategy, Residential Homes, Investment Properties, Training, USDA, Strategic Financial..., Management, Finance, FHA financing, Leadership, Marketing
Education
The University of Memphis
Liberty Home Equity Solutions, Inc. January 2013 - Present
Security One Lending November 2011 - December 2012
Wells Fargo Home Mortgage June 2011 - September 2011
Bank of America Home Loans August 2008 - March 2011
Financial Freedom November 2007 - July 2008
American Advisors Group February 2007 - November 2007
Wells Fargo October 2000 - December 2006
Skills
Reverse Mortgages, FHA, Loan Origination, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages, Loans, FHA financing, Credit, Home Equity, Real Estate, Banking, Seniors, Government Loans, Real Estate Financing, Home Equity Loans, Retirement, Real Estate Transactions, Home Equity Lines of..., Retirement Planning
Education
Eastern Washington University 1982 — 1984
BA, Education
Netflix March 2015 - Present
Netflix January 2014 - March 2015
Netflix April 2012 - December 2013
Netflix July 2011 - May 2012
UC Santa Cruz January 2011 - July 2011
Valerie A. Lifestyle Management 2010 - June 2010
Security One Lending December 2008 - June 2009
West Marine July 2007 - June 2008
Times Publishing Group, Inc. February 2007 - May 2007
Skills
Customer Service, Social Media, Event Planning, Event Management, Public Relations, Microsoft Excel, Fundraising, Training
Education
Cabrillo College 2010 — 2012
Business
Retirement Funding Solutions March 2015 - Present
SAGE - Shasta Angel Group for Entrepreneurs, LLC. January 2012 - Present
Reverse Focus August 2006 - Present
Security One Lending November 2006 - February 2015
Security One Lending January 2007 - December 2012
WWMF inc April 2001 - December 2006
North State Life Financial and Insurance Services, inc. August 2000 - April 2002
Skills
Mortgage Lending, Reverse Mortgages, Start-ups, Loan Origination, Entrepreneurship, Team Leadership, Executive Management, Mortgage Banking, Leadership Development, Business Development, Investments, Leadership, New Business Development, Organizational..., Funding, Finance, Credit Analysis, Refinance, Banking, Residential Mortgages, Management, FHA, Underwriting, Recruiting, Loans, Selling, Marketing, Training, Internet Strategy, Credit, Sales, FHA financing, Real Estate Financing, Technology Solutions, Online Marketing, Government Loans, Risk Management, VA Loans
Education
Shasta College
Shasta High School
Reverse Mortgage Funding LLC October 2014 - Present
Bridget Daley LLC January 2013 - Present
Urban Financial of America, LLC October 2013 - September 2014
Security One Lending September 2012 - January 2013
MetLife Bank April 2009 - June 2012
Rutgers University October 2006 - December 2008
The Shakespeare Theatre of New Jersey June 2000 - October 2006
The Newark Museum 1998 - 2000
The Morris Museum November 1994 - May 1998
Art Now International 1991 - 1994
Skills
Writing, Editing, Strategic Planning, Marketing Management, Creative Direction, Executive Communications, Marketing Communications, Media Relations, Proofreading, Strategic Communications, Direct Marketing, Public Relations, Marketing Strategy, Publications, Copywriting, Corporate Communications, Advertising, Email Marketing, Web Content Management, Internal Communications, Newsletters, Non-profits, Budgeting, Direct Mail, Budgets, Nonprofits, Web Content, Corporate Branding, B2B, Marketing, Management, Project Management, Press Releases, Proposal Writing
Education
New York Botanical Garden 2015 — 2015
Landscape Design History
New York University 2012 — 2012
Foundations of Philanthropy for Funders
Rutgers University-New Brunswick
Mini-MBA Certificate, Business
Parsons School of Design
Graphic and digital design
New York University 1995 — 1999
Arts administration and fundraising
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Art History & Communication
Immaculata High School
Option Funding, Inc. November 2012 - Present
Security One Lending August 2008 - November 2012
Onmi Reverse May 2006 - July 2008
Advent Mortgage July 2003 - September 2005
HMS Capital February 1994 - February 2002
Skills
FHA, Mortgage Banking, Loans, Investment Properties, Real Estate, Public Speaking, First Time Home Buyers, Financial Analysis, Insurance, Commercial Mortgages, Government Loans, Referrals, Short Sales, USDA, FHA financing, Real Estate Financing, Selling, Strategic Planning, Retirement, Investors, Relocation, New Business Development, Certified Mortgage..., Sales, Property, Small Business, Customer Service, Underwriting, Mortgage Underwriting, HUD, Credit, Team Building, Real Estate Transactions, Nonprofits, Sales Management, Investments, Strategic Financial..., Sellers, Marketing, Condos, REO, Contract Negotiation, Foreclosures, Home, Finance, Negotiation, Home Equity Loans, Residential Homes, Banking, Construction Loans
Education
Moorpark College 1979 — 1981
AA, English
Hollywood Professional School for the Performing Arts
Retirement Funding Solutions June 2015 - Present
Security One Lending June 2011 - June 2015
Bank of America Home Loans 2008 - May 2011
Reverse Mortgage Resources & Financial Freedom May 2006 - April 2008
Skills
Mortgage Lending, Reverse Mortgages, Loans, Banking, Sales, Finance, Loan Origination, FHA, Public Speaking, Advertising, Mortgage Banking, Marketing, Refinance, Residential Mortgages, Presenter, Spanish, Sales Management, Team Building, Selling, Engaging Public Speaker, Retirement Planning, Executive Management, Senior Advocate
Education
University of California, Los Angeles
Bachelors, Economics
University of California, Los Angeles - The Anderson School of Management
MBA, Finance & Marketing
Hospice of Washington County August 2015 - Present
Security One Lending April 2013 - July 2015
One Reverse Mortgage July 2012 - March 2013
MetLife June 2011 - June 2012
PNC Mortgage LLC June 2007 - May 2011
Mercantile Mortgage LLC March 2003 - June 2007
Farmers & Mechanics Bank June 2000 - March 2003
Farmers & Mechanics Bank 1984 - 2003
Skills
Mortgage Lending, Reverse Mortgages, Retirement, Sales, Retail, Seniors, FHA, Home Equity, Mortgage Banking, FHA financing, Refinance, Loan Origination, Residential Mortgages, Project Management, Sales Management, Staff Development, Training, Customer Service
Education
Juniata College 1980 — 1984
B.S., Biology
Gov. Thomas Johnson HS
Pamal Broadcasting August 2014 - Present
Sterling Jewelers December 2012 - January 2015
Security One Lending May 2013 - July 2014
Rahman & Rahman M.D. January 2013 - May 2013
MetLife Home Loans April 2008 - August 2012
Golds Gym February 2007 - November 2009
Carlton Cards December 2002 - January 2007
Skills
Mortgage Lending, Reverse Mortgages, Refinance, FHA, Loan Origination, Loans, Credit, Customer Service, Mortgage Banking, Residential Mortgages, Management, Sales
Education
Dutchess Community College 2012 — 2013
Business Bookkeeping Certificate
Dutchess Community College 2005 — 2006
Business Administration and Management, General
Security One Lending June 2012 - Present
MetLife 2011 - June 2012
Wells Fargo Home Mortgage November 2005 - May 2011
Skills
Reverse Mortgages, Credit, Investment Properties, Loans, Real Estate Transactions, USDA, VA loans, Certified Mortgage..., Government Loans, Banking
Education
Brigham Young University
Bachelor of Applied Science (B.A.Sc.)
Dixie State College
Associate's degree
Professional Mortgage Alliance April 2015 - Present
Saint Lucie Catholic Church March 2006 - Present
Security One Lending August 2011 - Present
Teleperformance, USA June 2014 - December 2014
Reverse Mortgage Solutions, Inc. April 2011 - July 2011
Bank of America Home Loans June 1998 - April 2011
Bank of America Home Loans November 2007 - November 2009
Bank of America 2002 - 2004
Skills
Mortgage Lending, Reverse Mortgages, Loans, Residential Mortgages, Refinance, FHA financing, Investment Properties, Home Equity, Finance, Home Equity Lines of..., FHA, Public Speaking, Mortgage Banking, Credit, Loan Origination, VA Loans, Banking, Government Loans, Home Equity Loans, Consumer Lending, Sales, Retirement, Real Estate Financing, First Time Home Buyers, Mortgage Marketing, Training, Seniors, Real Estate, Underwriting, Credit Analysis, Investments, Financial Planning, Mortgage Underwriting, REO, Commercial Lending, Real Estate Transactions, Referrals, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Ableton Live, Training Delivery, Employee Training, Salesforce.com, Audio Engineering, Insurance, Life & Health Insurance..., Video Production
Education
Florida State College at Jacksonville 2001 — 2003
Banking and Financial Support Services
New Castle Mortgage September 2015 - Present
UBS Wealth Management June 2014 - September 2015
Security One Lending June 2012 - June 2014
MetLife Bank May 2010 - June 2012
Trustmark National Bank January 2001 - April 2010
BNI 2007 - 2009
Wells Fargo Home Mortgage 2000 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, Residential Mortgages, Loan Origination, Reverse Mortgages, Small Business, Sales, Residential Homes, Leadership, Management, Underwriting, Referrals, Banking, Customer Service, Marketing, Retirement Planning, Credit Analysis, Networking, Referral Networking, Building Strong...
Education
Clayton College 1990 — 1994
Nutrition
Miami Dade College 1975 — 1977
General Studies
Reverse Mortgage Solutions, Inc./ Dba Security One Lending October 2012 - Present
Greenup & Associates, LLC 2012 - 2015
Sun West Mortgage Company, Inc. January 2012 - September 2012
Security One Lending July 2011 - January 2012
Wells Fargo Home Mortgage June 2009 - June 2011
Greenup Lending, LLC July 2001 - June 2009
Latter & Blum 1996 - 2001
Skills
Reverse Mortgages, FHA, Loans, VA, Real Estate, HARP-2, 203-K, Fannie Mae, Freddie Mac, Construction Loans, Government Soft Second..., Short Sales, Credit, Refinance, USDA, FHA financing, Underwriting, Finance, Mortgage Lending, Investment Properties, Loan Origination, Residential Mortgages, Mortgage Banking, VA loans, First Time Home Buyers, Investors, Sales, Credit Analysis, Residential Homes, Government, REO, Certified Mortgage..., Program Management, Financial Services, Foreclosures, Mortgage Underwriting, Commercial Lending, Mortgage Marketing, Referrals, Real Estate Financing, Home Equity Loans, Government Loans, Consumer Lending, Home Equity Lines of..., Banking, Loss Mitigation, Loan Servicing, Commercial Mortgages, Investments, HUD
Education
University of New Orleans 1996 — 1997
Executive MBA, Executive Business Courses, 3.00+ on a 4.00 scale
Southern University and Agricultural and Mechanical College at Baton Rouge 1969 — 1971
BS, Physical Sciences
McDonogh # 35 Sr. High School 1964 — 1967
High School Diploma
Reverse Mortgage Funding April 2014 - Present
Security One Lending April 2013 - April 2014
One Reverse Mortgage June 2012 - April 2013
Metlife Home Loans July 2010 - June 2012
Wells Fargo Home Mortgage September 2006 - July 2010
American Partners Bank August 2005 - September 2006
Washington Mutual January 2005 - August 2005
Superior Home Mortgage August 2001 - January 2005
The Partners Software December 1996 - January 2000
1st Washington Mortgage June 1987 - July 1996
Skills
Mortgage Lending, Reverse Mortgages, FHA, Mortgage Banking, Real Estate, Residential Homes, Loan Origination, Loans, Finance, Refinance, Seniors, Leadership, Sales, Banking, Mortgage Marketing, Mortgage, Mortgage Industry, Home, Purchase, FHA financing, Home Equity, Investment Properties, Real Estate Financing, Retirement, Home Equity Loans, Financial Services, Residential Mortgages
Education
The Catholic University of America, Columbus School of Law 1967 — 1968
Law
University of Scranton 1963 — 1967
BA, English
Gonzaga College High School 1959 — 1963
Security One Lending July 2009 - June 2013
1st Metropolitan Mtg, Allied Mortg, Regal Mtg., Charter Funding & Gateway Mtg. 2000 - 2008
Prime Consulting Services 1980 - 2000
Skills
Reverse Mortgages, Mortgage Lending, FHA, VA, Public Speaking, Technical Training, Reverse Purchase..., Refinance, Mortgage Banking, Selling, Credit, Small Business, Real Estate, Investment Properties, Training, Loan Origination, First Time Home Buyers, Residential Mortgages, FHA financing, Underwriting, Loans, VA loans, USDA, Sales, Certified Mortgage..., Finance, Construction Loans, Mortgage Underwriting, Home Equity Lines of..., Home Equity Loans, Residential Homes, Mortgage Marketing, Referrals, Real Estate Financing, Credit Analysis, Commercial Mortgages
Education
Roosevelt University
One Trust Senior Lending November 2013 - February 2014
IMPAC Mortgage September 2011 - November 2013
American Advisors Group April 2011 - September 2011
Security One Lending November 2007 - April 2011
Wells Fargo Home Loans April 2004 - October 2007
E*TRADE Mortgage March 2001 - March 2004
Ditech/GMAC December 1999 - March 2001
Countrywide Home Loans March 1998 - November 1999
Skills
Reverse Mortgages, Mortgage Lending, Loan Origination, Customer Service, Sales, Professional Networking, Educational Seminars, Sales Presentations, Mortgage, Call Center, Loans, Refinance, Residential Mortgages, FHA financing, Home Equity, Government Loans, Real Estate Financing, Retirement, Referrals, Selling, Retirement Planning, Finance, Residential Homes, Seniors, Mom, Open Networker, Reverse Mortgage..., Reverse Mortgage..., Reverse Mortgage..., Loan Officer, Business Networking, Call Centers, Banking, Mortgage Banking, FHA, Credit, Certified Mortgage..., Real Estate, Home Equity Loans, HUD, Non-Conforming, Mortgage Marketing, Home Equity Lines of..., Debt Consolidation, FHA Financing
Education
Pasadena City College
Reverse Mortgage Funding, LLC June 2014 - Present
Security One Lending June 2012 - May 2014
MetLife Home Loans March 2010 - May 2012
NAHB 50+ Housing Council 2007 - 2012
life-flex™ Home July 2008 - February 2010
50+ Community Associates, LLC July 1996 - February 2010
50+ Communities/50 Plus Community Marketing, Inc. April 1994 - February 2010
50 Plus Community Marketing, Inc. April 1994 - February 2010
The Rouse Company January 1980 - January 1990
Cities of Lawndale, Monterey Park and Palm Springs, CA April 1970 - November 1979
Skills
Reverse Mortgages, Retirement, Mortgage Lending, Loan Origination, Residential Mortgages, FHA, Refinance, Loans, Strategic Financial..., Investments, Real Estate, Strategic Planning, Public Speaking, Investment Properties, USDA, FHA financing, Leadership, First Time Home Buyers, Real Estate Financing, Finance, REO, Home Equity Lines of..., Residential Homes, Banking, Selling, Real Estate Economics, Marketing, Investors, Funding, Strategy, Small Business, Sales, Real Estate Transactions, Sellers, Entrepreneurship, Referrals, VA loans, Financial Services, Credit, Management
Education
University of Southern California 1969 — 1971
MPA, Public Administration
California Polytechnic State University-San Luis Obispo 1965 — 1969
BS, Political Science
Extra Mile Copywriters January 2014 - Present
Security One Lending June 2012 - December 2013
MetLife Home Loans August 2011 - April 2012
Personal Mortgage Financial December 2009 - June 2011
Southeast Home Mortgage February 2006 - December 2009
American Home Mortgage August 2004 - February 2006
Skills
Copywriting, Marketing for Small..., Information Marketing, Content marketing, Columnist, Educational Seminars, Public Speaking, Seniors, Retirement, Reverse Mortgages, Mortgage Lending, Mortgage Banking, Residential Mortgages, Home Equity, Real Estate, Loans, Credit
Education
Liberty University 1985 — 1988
MA, Counseling
Tennessee Temple University 1975 — 1980
BS, Elementary Education
Retirement Funding Solutions May 2015 - Present
BNI 2012 - Present
Health Affairs Round Table 2007 - Present
Security One Lending August 2014 - May 2015
TowneBank Mortgage September 2011 - August 2014
TowneBank Mortgage September 2011 - August 2014
Home Builders Association of Raleigh - Wake County August 2012 - 2014
NRMLA 2012 - 2013
Health Affairs Round Table 2007 - 2012
Wells Fargo Home Mortgage April 2007 - August 2011
Skills
Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA, Leadership, FHA financing, USDA, VA loans, Real Estate Financing, Residential Mortgages, Credit, Sellers, Loans, First Time Home Buyers, Investments, Nonprofits, Home Equity Lines of..., Construction Loans, Investment Properties, Certified Mortgage..., Home Equity, Credit Analysis, Underwriting, Sales, Real Estate Transactions, Refinance, Residential Homes, Banking, Finance, Loan Origination, Customer Service, Referrals, Strategic Financial..., Government Loans, Small Business, Non-Conforming, Estate Planning, Foreclosures, Mortgage Underwriting, Training, Real Estate, FHA Financing, VA Loans
Education
Appalachian State University 1982 — 1983
Cardinal Gibbons 1977 — 1981
ISGN August 2013 - Present
ISGN Solutions, Inc. August 2013 - May 2015
American Portfolio Mortgage Corp May 2013 - November 2013
Action Consulting & Marketing August 2009 - August 2013
Nations Title Agency February 2013 - July 2013
Security One Lending August 2012 - March 2013
Soft Rock 2010 - 2013
HSBC Mortgage Services July 2003 - 2009
PM Typing Plus May 1986 - December 2004
Walden Federal S&L November 1999 - June 2002
Skills
Social Media Marketing, Online Advertising, FHA, Mortgage Lending, Loans, Reverse Mortgages, Refinance, Mortgage Banking, Investment Properties, First Time Home Buyers, Underwriting, Residential Mortgages, Credit, Foreclosures, Investors, USDA, FHA financing, Residential Homes, Banking, Credit Analysis, Sellers, Short Sales, Selling, REO, Mortgage Underwriting, Real Estate, Mortgage Marketing, Commercial Real Estate, Finance, Single Family Homes, Small Business, Real Estate Transactions, Relocation, Due Diligence, Real Estate Development, Negotiation, Asset Management, Real Estate Financing, Valuation, Sales, Loan Servicing, Property Management, Property, Financial Structuring, Portfolio Management, Rates, Funding, Loss Mitigation, Project Finance, Debt Restructuring
Education
Colorado Technical University 2014 — 2016
Master of Business Administration (MBA), Technology Management & Finance, 4.0
Colorado Technical University 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Project Management, 3.96
Colorado Technical University 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.86
Security One Lending September 2011 - Present
Wells Fargo Reverse Mortgage January 2002 - August 2011
Education
The University of Montana-Western
Master of Science, Secondary Education
The University of Montana-Western
Masters (MS), Secondary Education
Security One Lending 2011 - Present
Senior American Funding June 2011 - December 2011
Senior American Funding April 2008 - December 2011
KitchenWorks, Inc. October 2002 - March 2009
SonicWALL February 2001 - February 2002
MegaPath Inc. June 2000 - February 2001
ACCPAC July 1998 - June 2000
ComputerLand October 1984 - June 1988
Skills
Marketing Strategy, Sales Management, Sales, Reverse Mortgages, Account Management, Loan Origination, Customer Service, Finance, Lead Generation, Start-ups, Mortgage Lending, FHA, Mortgage Banking, Team Building, Marketing, Strategic Planning, Loans, Management
Education
Mortgage Lending - ProSchools 2011 — 2011
MLO License, Mortgage Lending
McKinnon Institute of Massage 1998 — 2000
Certified Massage Therapist, Massage Therapy
Chabot College 1980 — 1982
Graphic Design
Castro Valley High
Omni Realty January 2015 - Present
Pulse Realty Group January 2011 - January 2015
Security One Lending November 2009 - October 2013
Omni Realty June 2003 - January 2011
Omni Home Financing (Purchased in 2009 by Security One Lending) June 2003 - November 2009
Skills
FHA, Mortgage Lending, Customer Service, Residential Homes, Refinance, Mortgage Banking, Investment Properties, Selling, Loans, Real Estate, Short Sales, Reverse Mortgages, First Time Home Buyers, VA loans, Loan Origination, REO, Residential Mortgages
Education
Brigham Young University 1999 — 2003
Bachelor of Science (BS)
Green Valley 1996 — 1999
Communications & Sociology
Security One Lending June 2012 - Present
Metlife Bank October 2010 - June 2012
Bank of America March 2008 - October 2010
Wells Fargo Home Mortgage 2004 - 2008
Skills
Private Pilot, First Time Home Buyers, VA loans, USDA, Retirement
Education
University of Florida 1966 — 1969
Industrial Engineering
University of Mississippi 1960 — 1962
Mathematics
Security One Lending January 2008 - July 2014
Skills
Reverse Mortgages, FHA, Loans, Home, Conventional, USDA, Mortgage Lending, Refinance, Purchase, Mortgage Industry, Loan Origination, Mortgage, Residential Mortgages, Mortgage Banking, First Time Home Buyers, Sellers, REO, Short Sales, Referrals, VA loans
Education
Indiana University Bloomington 1990 — 1994
Continuing Studies, Business, Marketing
Indiana University Continuing Studies 1985 — 1994
Computer Classes
Marshalltown High School 1975 — 1979
Diploma, Business
Retirement Funding Solutions July 2015 - Present
Security One Lending February 2010 - July 2015
First Security Loan October 1992 - February 2010
Crittendon Publishing July 1987 - October 1988
Skills
Communication, Honesty, Experience, Reverse Mortgages, Mortgage, Retirement, Seniors, Real Estate, Mortgage Lending, Retirement Planning, Retirement Income..., Refinance, Investment Properties, Marketing, Credit, Short Sales, Loan Origination, Residential Mortgages, FHA financing, Mortgage Banking
Education
California State University-Sacramento 1984 — 1987
Bachelor of Science degree, Business Administration; Real Estate and Land Use
Santa Rosa Junior College 1982 — 1985
Associates of Arts, Business
San Marin High School, Novato CA 1979 — 1982
High School Diploma, College Prep
Security One Lending April 2015 - Present
Security One Lending November 2013 - April 2015
Mortgage Master, Inc May 2013 - September 2013
Bank of America October 2012 - January 2013
MetLife Home Loans July 2011 - November 2012
JPMorgan Chase April 2007 - July 2011
BNY Mortgage Company March 2005 - April 2007
Best Buy September 2001 - March 2005
Skills
Languages: Bi-lingual,..., Working Knowledge of:..., Outlook, Customer Service, Microsoft Office, Microsoft Word, Leadership, Banking, Customer Satisfaction, Spreadsheets, Finance, Data Entry, Management, Loan Origination, Loans, Residential Mortgages, Mortgage Banking, Refinance, Credit
Education
Mercy College 2000 — 2001
Legal Studies, General
Westchester Community College 1997 — 1999
Criminal Justice
Security One Lending 2011 - Present
Bear Data Solutions, Inc. 2004 - 2010
CAT Technology, Inc. 2000 - 2003
Wine.com 1999 - 2000
Onsale, Inc. 1998 - 1999
Smith & Hawken 1993 - 1998
Deloitte & Touche 1991 - 1993
Skills
Microsoft Excel, Project Management, Mortgage Lending, Business Development, Loan Origination, Microsoft Office, Investment Properties, Underwriting, Customer Service, Networking, Accounting, Finance, Business Strategy, Start-ups, Reverse Mortgages, New Business Development, Executive Management, Entrepreneurship, Retirement, Refinance, Residential Mortgages, Investments, FHA, Strategic Planning, Budgets, Strategic Financial..., FHA financing, Mortgage Banking, Credit, Loans, VA loans, Banking, Certified Mortgage..., Home Equity Loans, USDA, Home Equity, Public Speaking, Retirement Planning
Education
Golden Gate University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Retirement Funding Solutions July 2015 - Present
Security One Lending July 2014 - July 2015
OnTrack Financial Education and Counseling February 2009 - July 2014
Skills
Public Speaking, Sales, Event Planning, Nonprofits, Volunteer Management, Strategic Planning, Program Development, Community Outreach, Community Development
Education
Ausburg College 1990 — 1992
Minnesota Teacher's License, Education
University of Minnesota-Twin Cities 1977 — 1979
Art History, Criticism and Conservation and Classics
St.. John's University 1973 — 1977
History and Humanities
Cardinal Financial, LP May 2015 - Present
Security One lending October 2014 - Present
Reliance First Capital July 2012 - April 2014
Verizon Wireless January 2007 - August 2012
Skills
Mortgage Lending, Direct Sales, Sales, Lead Generation, Email Marketing, Microsoft Word, Wireless, Retail, Residential Homes, Real Estate, Customer Service, Microsoft Office, Refinance, Loans, Banking, Finance, Investment Properties, Management, Credit
Education
North Carolina Central University 1998 — 2001
Retirement Funding Solutions March 2015 - Present
Security One Lending February 2013 - Present
Pre-employ.com May 2011 - February 2013
Xtreme Fitness January 2007 - March 2011
Skills
Sales, Salesforce.com, Customer Satisfaction, Personal Training, Performance Improvement, People Skills, Management, Business Strategy, New Business Development, Microsoft Excel, Microsoft Word, Internet, QuickBooks, Outlook, Background Checks, Employment Law, I-9 Compliance, Employment Law...
Education
Shasta College 2012 — 2014
Enterprise High School 2001 — 2005
High School Diploma
CareerBuilder.com November 2014 - Present
RL Canning May 2014 - October 2014
Rush University Medical Center September 2013 - May 2014
Security One Lending August 2011 - February 2012
United States Marine Corps September 2005 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Marketing, Technical Support, Networking, Team Leadership, Access, Teamwork, Leadership
Education
DePaul University 2013 — 2015
Bachelor's degree, Computer Science, 3.3 GPA
Kankakee Community College 2012 — 2013
Associate's degree, 2.8 GPA
Proficio Mortgage Ventures, LLC September 2014 - Present
Security One lending June 2012 - January 2014
Metlife Bank May 2011 - June 2012
Wells Fargo Home Mortgage November 2005 - May 2011
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, Residential Mortgages, FHA, Banking, FHA Financing, Credit Analysis, Reverse Mortgages
Education
Brigham Young University 1974 — 1976
Bachelor's degree, CDFR, A-
Dixie State University 1972 — 1974
Associate's degree, General Studies
Security One lending May 2014 - Present
HEARTS AND HELP FOR HEROS June 2012 - Present
REMN / DBA Financemyhome.com April 2013 - July 2013
Texas Lending May 2011 - January 2012
Countrywide Financial 2003 - 2008
Skills
Mortgage Lending, Investment Properties, Loans, Refinance, VA loans, USDA, Mortgage Banking, First Time Home Buyers, FHA financing, Loan Origination, Residential Mortgages, Reverse Mortgages, Government Loans, 203K, Real Estate Financing, Non-Conforming, Real Estate, Real Estate Economics, Home, Underwriting, Credit, Harp, Credit Analysis, Loss Mitigation, Mortgage Marketing, Home Equity Loans, Certified Mortgage..., Finance, Mortgage Underwriting, REO, HomePath, Foreclosures, Investors, Mortgage Servicing, Construction Loans, USDA Rural Housing, FHLMC, Home Equity Lines of..., Residential Homes, Negotiation, Commercial Mortgages, Referrals, Financial Structuring, Investments, FNMA, Real Estate Transactions, Debt Consolidation, Short Sales, Banking, Loan Servicing
Education
Champions School Of Real Estate 1998 — 2000
Austin Community College 1990 — 1994
Nursing Education
HECM Advisors Group November 2000 - Present
Security One Lending April 2012 - Present
MetLife Home Loans September 2011 - April 2012
Wells Fargo Home Mortgage January 2010 - September 2011
Financial Freedom 2000 - 2009
Skills
Reverse Mortgages, Mortgage Lending, Loans, Financial Analysis, Financial Reporting, Energy Entrepreneurship, FHA financing, Refinance, Credit, Credit Analysis, Strategic Financial..., Mortgage Banking, Banking, Team Building, Negotiation, Investment Properties, Investments, Customer Service, Loan Origination, Real Estate, FHA, Leadership, Small Business, Retirement Planning, Strategic Planning, Finance, Residential Mortgages, Home Equity, Retirement, Strategy, Financial Planning
Education
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), International Finance
Walnut Hills High School 1978 — 1983
Eastern University
Longbridge Financial October 2013 - Present
Associated Mortgage Bankers February 2013 - September 2013
Security One Lending July 2012 - January 2013
MetLife Bank August 2005 - June 2012
AIG April 2002 - June 2005
Skills
Loans, Sales, Salesforce.com, Administration Jobs, Customer-focused, Customer Driven, Account Management, Banking, Credit, Insurance, Mortgage Lending, Underwriting, Mortgage Banking, Strategic Financial..., Financial Analysis, Loan Origination, CRM, Business Development, Management, Credit Analysis, Reverse Mortgages, FHA, Residential Mortgages, Refinance, Relationship Management, Retirement, USDA, Home Equity Loans, Home Equity Lines of..., Investments, Financial Services
Education
Seton Hall University 1997 — 2001
BS, Finance
Seton Hall University 1997 — 2001
Bachelor of Science (BS), Finance, General
Reverse Mortgage Funding LLC January 2015 - Present
High Tech Lending, Inc. May 2014 - January 2015
Security One Lending July 2013 - April 2014
Keller Williams San Diego North County June 2011 - June 2013
RE/MAX Associates - San Diego CA July 2010 - August 2011
San Diego Real Estate Guy March 2009 - June 2010
Dynamic Page Solutions January 2009 - January 2010
Re/Max Elite Realty May 2003 - January 2009
Lucas Realty Group and Lucas Mortgage Funding October 1998 - May 2003
North-South Machinery September 1995 - October 1998
Skills
HECM Advisor, Reverse Mortgages
Education
Denison University 1969 — 1973
BA, Communications and Psycholgy
The Columbus Academy 1967 — 1969
High School Diploma, Undergraduate
Western Reserve Academy 1965 — 1967
N/A, Undergraduate
Granville High School 1964 — 1965
Granville Elementary/Middle School 1955 — 1964
Retirement Funding Solutions August 2015 - Present
Security One Lending September 2013 - Present
Metlife Bank January 2011 - July 2012
Bank of America April 2009 - January 2011
Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Refinance, Reverse Mortgages
Education
University of Colorado Boulder
Retirement Funding Solutions June 2015 - Present
Security One Lending July 2012 - May 2015
MetLife September 2011 - June 2012
Wells Fargo December 2007 - August 2011
Buckingham Mortgage Corporation 2004 - 2006
Strauss Photo Technical Service 1980 - 2002
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, Loan Origination, FHA financing, VA loans, Loans, Investment Properties, FHA, Banking, Credit, Customer Service
Education
The George Washington University 1975 — 1979
Bachelors, Business Administration
Security One lending 2010 - Present
Empire Equities Real Estate and Mortgages July 2002 - November 2010
IndustryPro 2001 - 2002
Arthur Andersen 1999 - 2001
Skills
Entrepreneurship, Mergers & Acquisitions, Leadership, Business Development, Investments, Finance, Real Estate, Marketing, Financial Analysis, Loans, Sales, Mortgage Lending
Education
Brigham Young University 1996 — 1999
B.S., Economics
University of California, Berkeley 1992 — 1993
AA, Economics
Retirement Funding Solutions June 2015 - Present
Security One Lending August 2007 - Present
Wells Fargo Home Mortgage June 2006 - August 2007
Cardinal Health - Pyxis Products August 2004 - June 2006
Stryker Orthopaedics November 2001 - August 2004
Smith & Nephew Orthopaedics January 1996 - November 2001
Skills
Sales Management, Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Sales, FHA financing, Commercial Mortgages, Loans, Reverse Mortgages, Finance, VA loans, Investment Properties, Refinance, USDA, Marketing, First Time Home Buyers, Residential Mortgages, Real Estate, Credit, Credit Analysis, Banking, Leadership, Residential Homes, Customer Service
Education
The Master's College 1993 — 1996
BA, Business Management
Home March 2011 - Present
Bank of America 2010 - Present
Security One Lending April 2007 - October 2009
Wells Fargo Home Mortgage 1995 - 2007
Education
Santa Ana College 1960 — 1962
Security One Lending October 2010 - Present
Seniors Reverse Mortgage October 2009 - October 2010
Reverse Mortgages of the Central Coast April 2004 - October 2008
Skills
FHA, Mortgage Lending, Home Equity, Reverse Mortgages, Loan Origination, Short Sales, Real Estate Financing, Mortgage Banking, Refinance, Loans, First Time Home Buyers, Real Estate Transactions, Residential Mortgages, FHA financing, Real Estate, FHA Financing
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
B.S.
Atascadero High School 1994 — 1997
Graduate
Security One Lending November 2006 - Present
Home Capital Funding 2004 - 2009
Education
Biola University 1985 — 1989
BS, Accounting
Security One Lending November 2013 - Present
Security One Lending, Inc. December 2006 - November 2013
Home Center Mortgage, Inc. August 2005 - December 2006
Stephen L. Lewis, Esq. 1985 - 1987
Skills
Reverse Mortgages, Mortgage Banking, FHA, Refinance, Residential Mortgages, Loan Origination, Mortgage Lending, Credit, Banking, USDA, FHA financing, Home Equity Lines of..., Investment Properties, REO, Mortgage Marketing, Investments, Financial Analysis, Certified Mortgage..., Financial Services, Strategic Financial..., Sales Management, Title Insurance, Underwriting, Executive Management, Short Sales, Mortgage Underwriting, Loss Mitigation, VA loans, Retirement, Construction Loans, Real Estate, Real Estate Financing, Funding, Retail Banking, Home Equity Loans, Consumer Lending, Residential Homes, Commercial Mortgages, Relationship Management, Commercial Lending, Finance, Government Loans, Loans, First Time Home Buyers, Credit Analysis, Loan Servicing, Referrals, Retirement Planning, Foreclosures, Debt Consolidation
Education
California State University-Long Beach 1998 — 2002
LIteracy and Composition, English
Cerritos College 1987 — 1988
Paralegal Studies, Law
BCB Community Bank September 2013 - Present
Associated Mortgage Bankers (AMB) February 2013 - September 2013
Security One Lending July 2012 - January 2013
MetLife Home Loans January 2009 - July 2012
EK Success August 2008 - December 2008
Washington Mutual Home Loans April 2007 - December 2007
BNY Mortgage Company April 2000 - April 2007
Skills
Loans, Mortgage Lending, Loan Origination, Mortgage Banking, Home Equity Lines of..., FHA, Reverse Mortgages, Refinance, Customer Service, Sales, Negotiation, Investment Properties, Employee Relations, Public Speaking, Banking, Residential Mortgages
Education
Montclair State University 1995 — 2000
St. Peter's Prep 1991 — 1995
Senior Funding Associates September 2013 - Present
Send Out Cards June 2008 - Present
Associated Mortgage Bankers August 2012 - February 2013
Security One Lending June 2012 - August 2012
MetLife Reverse Mortgage April 2011 - May 2012
Bank of America Reverse Mortgage June 2009 - May 2011
Wells Fargo Reverse Mortgage May 2004 - June 2009
Skills
Reverse Mortgages, Loans, FHA, Mortgage Lending, Loan Origination, Refinance, Home Equity, Mortgage Banking, Residential Mortgages, Investment Properties, Real Estate, First Time Home Buyers, Real Estate Financing
Education
Gettysburg College 1983 — 1987
Bachelor of Arts (BA), Mathematics and Computer Science
Retirement Funding Solutions, Inc. July 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Bank November 2008 - June 2012
Homexpress Lending, Inc. September 2003 - November 2008
Smith Barney February 2000 - September 2003
First Union Securities May 1996 - January 2000
Dean Witter Reynolds December 1992 - June 1996
Skills
Public Speaking, Continuing Education..., Retirement Income..., Reverse Mortgages, Home Equity, Seniors, Financial Markets, Retirement Planning, Refinance, Investments, Financial Services, Banking, Mortgage Lending, Coaching, Loans, Customer Service, Retirement, Mortgage Banking, Finance, Real Estate, Sellers, Loan Origination, Asset Allocation, Investment Properties, Credit, Residential Mortgages, Mortgage Marketing, Series 7, Fixed Annuities, Underwriting, FHA, Financial Advisory, Real Estate Financing, Home Equity Loans, Mutual Funds, FHA financing, Home Equity Lines of..., Credit Analysis, FHA Financing
Education
University of Cincinnati 1986 — 1991
Marketing
Elder High School 1982 — 1986
Security One Lending 2014 - 2015
Norcom Mortgage 2013 - 2014
McCue Mortgage 1983 - 2013
Skills
FHA financing, Mortgage Banking, Analytical Skills, FHA, VA loans, Loan Origination, Real Estate Transactions, Real Estate, Mortgage Lending, Loans, Government Loans, USDA, Reverse Mortgages, Residential Mortgages, Real Estate Financing, Investment Properties, Refinance
Education
Georgetown University 1964 — 1968
UNIVERISITY OF WISCONSIN (MADISON)
Master of Science (MS), REAL ESTATE INVESTMENT AND APPRAISAL
Security One Lending October 2009 - Present
KBC Financial Products June 2006 - October 2009
Skills
Financial Analysis, Credit, Mortgage Lending, Hedge Funds, Capital Markets, Banking, Investments, Derivatives, Alternative Investments, Financial Modeling, Financial Markets
Education
Boston University 2002 — 2006
BSBA, Finance
Open Mortgage, LLC December 2014 - Present
360 Mortgage Group September 2014 - Present
Capital Funding January 2014 - September 2014
Liberty Home Equity June 2013 - December 2013
Security One Lending April 2011 - June 2013
Wells Fargo Home Mortgage April 2009 - March 2011
Countrywide 2007 - 2008
Ray Fladeboe Automotive Group March 1982 - June 2005
Skills
Purchase, Reverse Mortgages, Mortgage Lending, FHA, Mortgage, Seniors, Mortgage Industry, First Time Home Buyers, Loan Origination, Investment Properties, Mortgage Banking, Refinance, USDA, FHA financing, Home Equity Loans, Loans, Home Equity, Financial Services, Residential Mortgages, Home Equity Lines of..., Senior Services, Finance, Government Loans, Credit, Certified Mortgage..., Banking, Real Estate Financing, Mortgage Underwriting, Construction Loans, Mortgage Marketing, VA loans, Referrals, Underwriting, Commercial Mortgages, Credit Analysis, Real Estate, Foreclosures, REO, Funding, Short Sales, Loan Servicing, Commercial Lending, Investors, Loss Mitigation, Debt Consolidation, Investments, Residential Homes, Real Estate Economics, Real Estate Transactions, Consumer Lending
Education
Santa Ana College 1972 — 1975
Reverse Mortgage Funding LLC September 2013 - Present
Mark S. O'Neil, Esq. May 2013 - August 2013
Security One Lending June 2012 - April 2013
Metlife Bank December 2007 - May 2012
EverBank December 2004 - March 2007
Humphreys & O'Neil, LLP 2001 - 2004
Skills
Reverse Mortgages, Title Insurance, Mortgage Banking, Real Estate Transactions, Mortgage Underwriting, Business Development, Mortgage Marketing, Financial Services, Relationship Management, Finance, Loan Servicing, Government Loans, Home Equity Lines of..., Management, Leadership, Real Estate Financing, Home Equity Loans, Loan Origination, Selling, Residential Mortgages
Education
Boston College Law School 1997 — 2000
JD, Law
UMass Boston 1992 — 1997
BA/BS, History, PoliSci
Elliott Homes Inc. 2015 - Present
Mutual of Omaha Bank 2013 - 2015
Wells Fargo 2012 - 2012
Security One Lending 2011 - 2012
Wells Fargo 2011 - 2011
Independent 2006 - 2011
Countrywide KB Home Loans 2003 - 2006
Fannie Mae 2002 - 2003
Skills
Sales, Mortgage Lending, Reverse Mortgages, Renovtion Lending
Education
UCLA
Bachelor's degree
University of California, Los Angeles
Bachelor of Arts (B.A.)
American Advisors Group, Inc. (AAG Reverse Mortgage) September 2015 - Present
Security One Lending June 2011 - December 2014
PNC Reverse Mortgage, LLC. June 2010 - May 2011
Liberty Telecom August 1983 - August 2008
Skills
Telecommunications, Internet Access, VoIP, Telephony, Customer Service, Financials, Reverse Mortgages
Education
Saint Joseph's University 1967 — 1973
Bachelor of Arts (BA), Economics
Saint Joseph's University 1967 — 1973
Bachelor's degree, Economics
Open Mortgage, LLC December 2014 - Present
Kent Group Capital September 2009 - Present
360 Mortgage Group July 2014 - December 2014
United Northern Mortgage Bankers, Ltd. March 2014 - June 2014
Security One Lending April 2012 - February 2014
R and B Mortgage Services, Inc. 2010 - 2012
Prospect Mortgage, LLC June 1999 - 2010
Metrocities Mortgage 1999 - 2009
Film 3 February 1998 - December 1999
Skills
Transaction Engineer, Networking, Bridge Loan Financier, Commercial Note Broker, Commercial Real Estate..., Residential Mortgage..., Reverse Mortgage..., Real Estate Syndication, Mortgage Lending, Real Estate, Real Estate Transactions, Loans, Reverse Mortgages, Commercial Mortgages, Investment Properties, Commercial Real Estate, Condos, FHA, Residential Homes, Foreclosures, Investors, Real Estate Development, Investments, Property, 1031 Exchanges, Property Management, Real Estate Financing, REO, Short Sales, Loan Origination, Refinance, First Time Home Buyers, Residential Mortgages, Mortgage Banking, Single Family Homes, Finance, Sellers, Credit, Selling, Funding, Referrals, Strategic Financial..., HUD, FHA financing, Buyers, Certified Mortgage..., Real Estate Economics, VA loans, FHA Financing, Construction Loans
Education
Franklin & Marshall College 1969 — 1973
BA, Dramatic Literature
Kent School 1964 — 1969
Completion course of study
Security One Lending REVERSE MORTGAGE CONSULTANTIREVERSE HOME LOANSJune 2011 - June 2014
WELLS FARGO February 2010 - March 2011
COUNTRYWIDE HOME LOAN February 2009 - June 2010
Skills
Customer Relations, Microsoft Office, Excel, Risk Management, Reverse Mortgages, Customer Service, Microsoft Excel, Mortgage Lending
Education
Northeastern University 1970 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Florida State University 1965 — 1966
NONE, ACCOUNTING
Security One Lending November 2013 - Present
The Alliance Group February 2005 - October 2013
Metlife Bank December 2007 - August 2008
Wells Fargo Home Mortgage October 2006 - November 2007
Bank of America February 2003 - September 2006
Skills
Fixed Annuities, Asset Protection, Retirement, Tax, Protection, Insurance, Risk Management, Health Insurance
Education
Louisiana State University 1973 — 1977
Business Administration and Management, General
Land Home Financial Services October 2013 - Present
Security One Lending October 2007 - January 2011
Synergy One Lending May 2006 - October 2007
The Lenders Group 1998 - 2006
Washington Mutual 1995 - 1998
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, VA loans, Residential Mortgages, FHA financing, USDA, Reverse Mortgages, Credit, Certified Mortgage..., Banking, Construction Loans, First Time Home Buyers, Real Estate Financing, Credit Analysis
Education
University of Southern California 1972 — 1976
Bachelor of Science (BS), Public Administration, Psychology and Administrative Law
Long Beach High School, New York 1969 — 1972
High Schoool Diploma
Reverse Mortgage Funding LLC January 2013 - Present
Security One Lending September 2012 - January 2013
MetLife Home Loans June 2008 - July 2012
The Bank of New York 1992 - 2008
The Bank of New York Mellon 1992 - 2008
BNY Mellon 1992 - 2007
Education
Syracuse University 1983 — 1987
Political Science and Government, Psychology
Reverse Mortgage Funding LLC March 2013 - Present
Security One Lending July 2012 - February 2013
MetLife Financial Services May 2008 - July 2012
Financial Freedom April 2002 - August 2006
Official Payments Corporation January 1999 - May 2002
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Residential Mortgages, Banking, Retirement, Sales Management, Investment Properties, Credit Analysis, Retirement Planning, Financial Analysis, Mortgage Underwriting, Real Estate, Credit Risk, Strategic Financial..., Financial Planning, Loan Servicing
Education
East Carolina University - College of Business 1983 — 1987
B.S., Business Administration
Pompton Lakes High School
Synergy One Lending June 2015 - Present
Security One Lending May 2013 - June 2015
US Bank June 2011 - January 2013
Honda of America Mfg., Inc. May 1988 - September 2009
Skills
Budget Management, Program Development &..., Event Management, Strategic Planning, Customer Service, Budgets, Team Building, Team Leadership, Management, Fundraising, Leadership, Project Planning, Training, Recruiting, Marketing, Sales, Coaching, Project Management
Education
Columbus State Community College
AAS, Marketing
Portland High School
Reverse Mortgage Funding LLC April 2014 - Present
Security One Lending August 2012 - April 2014
MetLife Home Loans January 2010 - July 2012
IBM CORPORATION February 2001 - January 2009
IBM CORPORATION May 1993 - February 2000
IBM CORPORATION May 1987 - May 1993
IBM CORPORATION June 1985 - May 1987
IBM CORPORATION June 1985 - May 1986
IBM CORPORATION June 1981 - June 1984
Education
Marist College 1993 — 1999
MS, Information Systems
Penn State University 1977 — 1981
BS, Accounting
SunTrust April 2015 - Present
Security One Lending September 2014 - April 2015
Accenture Credit Services September 2009 - December 2013
Zenta 2009 - 2010
InterCoastal September 2008 - September 2009
First Home Mortgage 2006 - 2008
First Horizon Home Loans September 2000 - September 2005
Skills
Mortgage Lending, Loan Origination, Refinance, Leadership, Management, Loans, Short Sales, Credit, Sales, Mortgage Banking, Finance, Banking, Risk Management, Team Management, Loan Modifications, Loan Modification, Mortgage Processing, Loan Subordination, Reverse Mortgages, Lean Management, CPR Certified, Loss Mitigation, Residential Mortgages, FHA, Process Improvement, Credit Analysis
Education
Towson University 1989 — 1991
Bachelor, Business Administration
Retirement Funding Solutions June 2015 - Present
Security One Lending July 2013 - Present
Liberty Home Equity Solutions December 2011 - Present
Southwest Senior Planning April 2011 - December 2011
Tribute Direct February 2011 - October 2011
Financial Freedom January 2006 - May 2009
Columbian Financial Group 1995 - 2004
Skills
Sales, Mortgage Lending, Reverse Mortgages, Mortgage Banking, FHA, Loan Origination, Loans, Residential Mortgages, Refinance, Credit, Retirement, Underwriting, FHA financing, Banking, Sales Management, Strategic Planning, Real Estate, VA loans, Financial Services, Retirement Planning
Education
Franklin Pierce University 1974 — 1976
BA, History
Retirement Funding Solutions July 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Bank March 2011 - April 2012
Bank of America September 2007 - March 2011
TransLand Financial Services November 1996 - September 2007
Skills
Mortgage Lending, Reverse Mortgages, Loans, Mortgage Banking, First Time Home Buyers, Refinance, Loan Origination, Credit, Investment Properties, Residential Mortgages, Banking
Education
Fairleigh Dickinson University 1968 — 1972
Bachelor of Arts, Elementary Education
Churchill Mortgage Corporation August 2013 - Present
Security One Lending April 2010 - July 2010
Education
Tacoma Community College 2010 — 2012
Security One Lending August 2012 - Present
1st Reverse Mortgage USA April 2011 - August 2012
River City Mortgage April 2009 - March 2011
Skills
Residential Mortgages, Refinance, FHA, Loans
Education
Drake University 1970 — 1974
BSBA, management, operations
RMF March 2014 - Present
Security One Lending March 2013 - March 2014
One Reverse Mortgage (A Quicken Loans Company) June 2012 - March 2013
Metlife Bank April 2010 - June 2012
New Day Reverse Mortgage April 2009 - April 2010
Axis Title Group LLC March 2004 - December 2008
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA, Real Estate, Refinance, Banking, Loan Origination, Loans, Residential Mortgages, VA loans, Leadership, Referrals, Certified Mortgage..., FHA financing, Credit, USDA, Underwriting, Active Adult Communities, Credit Analysis, Investment Properties, Real Estate Financing, Finance, Construction Loans, Residential Homes, Sales, Contract Negotiation, Management
Education
Towson University 1991 — 1993
Business Managment
Fallston High School 1982 — 1986
Reverse Mortgage Funding LLC September 2013 - Present
Security One Lending August 2012 - January 2013
Metlife Bank May 2008 - June 2012
EverBank Reverse Mortgage 2007 - May 2008
BNY Mortgage May 2004 - 2007
Skills
Microsoft Office, SnagIt, Adobe Acrobat, Adobe Illustrator, Photoshop, QuarkXPress, Lotus Notes, Marketing, Marketing Strategy, Strategic Planning, Marketing Management, Direct Mail Campaigns, Reverse Mortgages, Advertising, Direct Mail, Customer Service, Illustrator, Marketing Communications, Sales, Training, Sales Operations
Education
Ramapo College of New Jersey 2001 — 2005
Business Administration, Marketing, Secondary Education
East Brunswick High School
Security One Lending July 2012 - January 2013
MetLife Bank, a subsidiary of MetLife, Inc February 2009 - July 2012
ECG July 2007 - January 2008
Bank of New York Mortgage Company May 2003 - August 2006
Education
James Madison University 2003 — 2007
Bachelors of Business Administration, Finance
Reverse Mortgage Funding LLC February 2014 - Present
Security One Lending August 2012 - December 2013
MetLife Home Loans July 2004 - July 2012
MetLife Home Loans July 2004 - July 2012
Skills
Reverse Mortgages, Mortgage Banking, FHA, Refinance, FHA financing, Loan Origination, Mortgage Lending, Home Equity, Residential Mortgages, USDA, Government Loans, Home Equity Lines of..., Mortgage Underwriting, Banking, Mortgage Servicing
Education
SUNY Oswego 1988 — 1990
Bachelor of Science (BS), Business Teacher Education
The State University of New York at Oswego
Bachelor's degree, Business Education
Security One Lending June 2012 - Present
Bank of America Corporation April 2007 - March 2011
Wells Fargo Home Mortgage May 2004 - April 2007
Fluor Fernald January 1997 - January 2003
Skills
Underwriting, Loans
Education
University of Cincinnati 1991 — 1996
Bachelor's, History
LaSalle High School 1987 — 1991
Security One Lending June 2012 - Present
Genworth Financial January 2012 - July 2012
Wells Fargo Home Mortgage April 2009 - September 2011
Education
Pratt Institute
Dietetics and Clinical Nutrition
Reverse Mortgage Funding LLC May 2014 - Present
Security One Lending July 2012 - May 2014
MetLife 2008 - June 2012
EverbankReverse 1999 - 2005
Skills
Mortgage Lending, Mortgage Banking, Loans, Insurance, Credit, Management, Loan Origination, FHA, Banking, Reverse Mortgages, Residential Mortgages, Retirement, Public Relations, Sales, Underwriting, FHA financing, Real Estate, Refinance, VA loans, Investment Properties, USDA, Sales Management, Credit Analysis, Finance
Education
Montclair State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Summa cum Laude: 3.9 GPA
Security One Lending November 2012 - Present
Lighthouse Veterinary Personnel Services, LLC November 2007 - November 2012
Homestead Mortgage Company, LLC March 2001 - November 2007
Skills
Microsoft Office, Quickbooks, Calyx Point, Real World Accounting, Accurate data entry, Excellent time..., Master of the lost art..., Detail oriented with..., Ability to develop good..., QuickBooks, PowerPoint, Accurate Data Entry, Public Speaking
Education
Morehead State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Teacher Education
Guild Mortgage September 2014 - Present
Security One Lending July 2009 - Present
Wells Fargo Home Mortgage July 2003 - July 2009
Wells Fargo Home Mortgage January 2001 - January 2006
Skills
Public Speaking, Real Estate, Mortgage Banking, Reverse Mortgages, Music, Sales Management, Sailing
Education
Central Washington University 1974 — 1976
Bachelor of Science (BS), Family and Consumer Sciences/Home Economics Teacher Education/ Communication
Everett Community College 1972 — 1974
Associate of Arts (AA)
Security One Lending April 2005 - Present
Primerica 1991 - Present
First Union National Bank 1991 - September 1998
Skills
Entrepreneurship, Business Networking, Selling, Refinance, Reverse Mortgages, Small Business, Public Speaking, Customer Service, Negotiation, Fundraising, Microsoft Office, Sales, Business Planning, Investments, Leadership, Loan Origination, Finance, Strategic Planning, Mutual Funds, Business Development, Call Centers, Microsoft Word, Social Networking
Education
Atlanta Metropolitan College
Todays Loan Solutions December 2011 - Present
Security One Lending July 2010 - December 2011
1st. Source Funding May 2007 - July 2011
Skills
Communication and..., Specific product...
Education
Beal College 1977 — 1979
Associate's degree, Business, Management, Marketing, and Related Support Services
Ross Stores, Inc. September 2014 - Present
Longmi Lashes by Daniel January 2015 - April 2015
Macy's October 2012 - December 2012
Security One Lending January 2008 - December 2010
American Language Institute October 2007 - December 2007
Disneyland Resort November 2006 - April 2007
Skills
Customer Service, Microsoft Office, Leadership, Data Entry, Office Administration, Microsoft Excel, Sales, Microsoft Word, Office Management, Public Speaking, Customer Satisfaction, Event Planning, PowerPoint, Social Media, Adobe Acrobat, Marketing, Expense Reports, Mass Mailing, Filing, Phone Etiquette, Handle Confidential..., Singing, QuickBooks
Education
California State University-Long Beach 2006 — 2010
Bachelor of Arts (B.A.), Linguistics
Long Beach City College 2002 — 2006
Undeclared
Security One Lending
Skills
Mortgage Banking, Loans
Education
Michigan State University - The Eli Broad College of Business 1955 — 1959
PhD Sales Management
Michigan State University College of Law 1955 — 1959
50 years of experience, Business, Management, Marketing, and Related Support Services
Teleperformance, USA August 2014 - Present
HighTech Lending, Inc. March 2013 - November 2013
Security One Lending June 2012 - March 2013
Skills
Reverse Mortgages, Mortgage Lending, Loans, Credit, FHA, Customer Service, Closings, Management, Underwriting, Finance, Banking, Escrow
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA), Business Administration
University of Phoenix 1997 — 1999
Bachelor of Science (B.S.), Business Management
Security One Lending
Skills
Banking, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, Mortgage Lending, Investments
Education
California State University-Long Beach
Criminal Justice/Police Science