The Lending Group
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The Lending Group Employees
Bonneville Mortgage Company January 2004 - Present
Avalanche Apples November 2002 - Present
Bonneville Mortgage Company January 2008 - January 2009
Bonneville Mortgage Company January 2004 - January 2008
The Lending Group February 2003 - November 2003
Kirton and McConkie Law Office September 2002 - February 2003
Skills
Loans, Underwriting, Mortgage, Mortgage Lending, Financial Analysis, Real Estate, Excel, Customer Service, Customer Relations, Due Diligence, Credit, Microsoft Office, Banking, Word, PowerPoint, Investments, Analysis, Valuation, Affordable Housing, USDA, Credit Analysis, Microsoft Excel, Management, Residential Homes, LIHTC, Microsoft Word, Organization Skills, Accounting, Social Media, Leadership, Finance, Training
Education
University of Utah 1998 — 2004
Accounting
University of Utah - David Eccles School of Business 1998 — 2004
Bachelor of Arts (B.A.), Accounting
Brigham Young University
Keystone Consulting Group April 2012 - Present
The Sage Group June 2007 - April 2012
The Lending Group October 2006 - May 2007
Skills
Real Estate, Event Planning, Business Strategy, Team Leadership, Commercial Real Estate, Contract Negotiation, Sales, Marketing, Negotiation, Appraisals, Investment Properties, Real Estate Development, Real Estate Economics, Leases, Disposition, Real Estate Transactions, Corporate Real Estate, Valuation, Investments, Due Diligence, Dispositions
Education
Florida State University - College of Business 2009 — 2011
MBA, Finance/Real Estate
Florida State University - College of Business 2002 — 2006
B.A., Finance and Real Estate
SierraBay Technology Group April 2007 - Present
The Lending Group 2006 - 2007
Skills
Project Management, Organization, Business Development, Budgets, Microsoft Office, Project Planning, Vendor Management, Trade Shows, Process Improvement, Team Leadership, Event Planning, Lead Generation, Relationship Management, Business Strategy, Program Management, Account Management, Customer Service, Management, Contract Negotiation, Location Intelligence, Event Management, Social Media, CRM, Cross-functional Team..., Leadership, Marketing, Product Marketing, Sales, Salesforce.com, Strategic Planning, Team Building, Training
Education
The University of Georgia 1998 — 2002
B.S, Psychology
Harrison High School 1994 — 1998
CEB February 2009 - Present
Villa D'Este Village Homeowners Association May 2011 - July 2014
Corporate Executive Board January 2010 - December 2011
CEB January 2006 - February 2009
Corporate Executive Board January 2004 - January 2006
The Lending Group January 2003 - January 2004
Chevy Chase Bank (now Capital One) April 1992 - January 2003
Skills
Internal Audit Advisory, Risk Management Advisory, Performance Management, Sales Management, Sales, Executive Education, Risk Management, Internal Audit, Executive Coaching, Presentation Coaching, Management Consulting, Enterprise Risk..., Risk Assessment, Operational Risk, Internal Audit..., Governance, Strategy, Change Management, Auditing, Management, Strategic Planning, Business Development, Financial Risk, Executive Management, Process Improvement, Business Process..., Operational Risk..., Risk Analysis, Risk Appetite, Leadership, Leadership Development, Thought Leadership, Collaborative Problem..., Public Speaking, Experienced Speaker, Engaging Public Speaker, Workshop Facilitation, Executive Development, Board of Directors, Board Governance, Coaching, Operations Management, Business Strategy, Start-ups, Talent Management, Consulting, Mergers & Acquisitions, Finance
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Financial Engineering
University of Maryland College Park
B.S., Zoology & Biological Sciences
Mirus Ventures / Scendia Med-Surg July 2011 - Present
Stable Concepts April 2010 - July 2011
The Lending Group January 2005 - April 2007
Jacksonville Jaguars September 2003 - August 2004
Jacksonville Jaguars April 2001 - August 2003
Game Face, Inc. December 2000 - April 2001
Skills
Sales, Medical Devices, Marketing, Sales Operations, Cold Calling, Spine, New Business Development, Account Management, Orthopedic, Business Development, CRM, Sales Management, Healthcare, Selling, Marketing Strategy, Customer Retention, Orthopedics, Market Development, Sales Presentations, Sales Process, Surgeons, Product Launch, Capital Equipment, Disposables, Operating Room, Sales Force Development, Salesforce.com, B2B, Contract Negotiation, Direct Sales, Lead Generation, Medical Sales, Neurosurgery, Selling Skills, Strategic Partnerships, Surgical Instruments, Cross-functional Team..., Operating Room Sales, Interventional Spine, Biologics, Hospital Sales, Sales Plan, Customer Service, Surgery, Management, Strategic Planning, Leadership, Social Media Marketing, Hospitals, Team Building
Education
Oregon State University 1995 — 2000
B.S., Exercise & Sports Science
The Main Street America Group June 2014 - Present
GeoSolarHeat 2014 - 2014
Kemper Insurance 2008 - 2013
The Lending Group 2006 - 2008
Resources Global Professionals 2004 - 2006
Merrill Lynch 1986 - 2004
Skills
Financial Analysis, Financial Modeling, Accounting, Budgets, Forecasting, Analysis, Cash Flow, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Credit, Investments, Mergers, Due Diligence, General Ledger, Strategic Planning, Leadership, Auditing, Strategic Financial..., Microsoft Excel, Managerial Finance, Business Planning, Corporate Finance, Process Improvement, Pricing, Management, Executive Management, Risk Management, Finance, Variance Analysis, Financial Risk, CRM, Business Analysis, Insurance, Project Management, Project Planning, SEC filings, Business Process..., Banking, Financial Accounting, Financial Services, Training, Portfolio Management, Strategy, Access, Valuation, Business Strategy, Account Reconciliation, Budgeting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, Computer Science & Finance
City University of New York City College 1978 — 1982
BA, Economics
Intuition LLC May 2010 - Present
IQE Technologies August 2009 - May 2010
Advantus Corp. October 2007 - August 2009
IQE Technologies May 2007 - October 2007
The Lending Group August 2005 - May 2007
The Haskell Company January 2001 - August 2005
Skills
Servers, Active Directory, VPN, Project Management, VMware, SQL, Networking, Visio, Storage Area Networks, Microsoft SQL Server, Software Documentation, Network Design, Windows Server, Active Directory Domain..., Active Directory Domain..., Disaster Recovery..., Infrastructure..., VMware Virtual Desktop..., PCI DSS compliance, SAN
Education
Liberty University 2013 — 2019
Currently pursuing BS, Business Administration, Finance emphasis
Florida Community College at Jacksonville 1994 — 2000
Associate in Science, Information Systems Technology - Computer Networking
Sysco September 2014 - Present
Bi-Lo Holdings January 2013 - September 2014
Bi-Lo Holdings 2011 - 2013
Winn Dixie Stores 2009 - 2011
Winn Dixie Stores 2008 - 2009
Nuvell Financial Services 2006 - 2007
The Lending Group 2006 - 2006
Bank of America 2005 - 2006
HSBC Mortgage Service 2001 - 2005
Education
University of Florida 2014 — 2014
SCM Analytics: Gaming the Supply Chain, Logistics, Materials, and Supply Chain Management
Liberty University 2009 — 2011
Masters, Management and Leadership
University of South Florida - College of Business Administration 2000 — 2004
Bacholors, Accounting
AnnieMac Home Mortgage 2013 - Present
Absolute First Title 2011 - 2013
The Lending Group 2005 - 2011
Metro Home Loans 2000 - 2005
National and Alamo Car Rental January 1987 - January 2000
Skills
Residential Mortgages, Investments, Refinance, Debt Consolidation, Loans, Certified Mortgage..., Mortgage Lending, Mortgage Banking, Reverse Mortgages, Credit, FHA, Commercial Mortgages, New Business Development, Home Equity Lines of..., Recruiting, Forecasting, Home Equity Loans, Customer Retention, Management, Selling, Construction Loans, Sales, Training, Business Development, Leadership, Budgets, USDA, Mortgage Underwriting, Loan Origination, Referrals, Investment Properties
Education
Hardley Secondary School
A'Levels Georgraphy, Art, Math and English Language
Southampton University
Graphic Design, Degree
TASA May 2014 - Present
JWB Real Estate Capital October 2013 - May 2014
Signs-N-Motion February 2009 - September 2013
The Trendle Group July 2007 - January 2009
The Lending Group June 2005 - July 2007
Skills
Testing, Sales Management, Advertising, Loans, Marketing, Marketing Strategy, New Business Development, Selling, Email Marketing
Education
University of Mississippi 2000 — 2005
Bachelor of Science (B.S.), Marketing
Midtown Bank & Trust Company August 2010 - Present
Pure Web Development December 2007 - January 2010
Citibank March 2007 - December 2007
Ownit Mortgage Solutions June 2006 - December 2007
GreenPoint Mortgage May 2005 - June 2007
The Lending Group January 2007 - March 2007
Exceptional Mortgage September 2001 - September 2005
Skills
Mortgage Lending, FHA, Loans, Selling, Mortgage Marketing, Mortgage Banking, Loan Origination, Credit, Refinance, Residential Mortgages, Banking, Sales
Education
The University of Georgia 1990 — 1994
SouthTech Orthopedics/ Arthrex July 2011 - Present
Allied Home Mortgage March 2010 - July 2011
Mortgage Funding Solutions January 2005 - March 2010
The Lending Group September 2001 - December 2004
National Football League May 2000 - September 2002
Skills
Orthopedic, Cold Calling, B2B, Sales, Product Development, Marketing Communications, Direct Sales, New Business Development, Strategic Planning, Sales Management, Sales Process, Account Management, Team Building, Marketing Strategy, Business Development, Sales Operations, Leadership, Management, Customer Service, Negotiation, Marketing, Sales Presentations, Team Leadership, Sports, Project Management, Advertising, Medical Devices, Business Planning
Education
East Carolina University - College of Business 1997 — 2000
Bachelor Science Business Administration, Marketing
Morgan Stanley Wealth Management March 2014 - Present
Charles Schwab Branch Network April 2011 - March 2014
Charles Schwab January 2010 - April 2011
Charles Schwab January 2008 - January 2010
The Lending group June 2006 - January 2008
JPMorgan Chase January 1999 - July 2007
Education
College for Financial Planning
AAMS, Accredited Asset Managment Specialist