Union Planters Mortgage
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Union Planters Mortgage Employees
HSBC August 2014 - Present
Bank of the West April 2008 - August 2014
Private Mortgage Advisors aff of Wells Fargo Bank February 2006 - April 2008
Wells Fargo May 2003 - February 2006
Pacific Republic Mortgage March 2002 - May 2003
Union Planters Mortgage March 2001 - March 2002
3com September 1995 - September 2001
Skills
Refinance, FHA, Credit, Mortgage, Real Estate, Mortgage Lending, Loans, Banking, Finance, Portfolio Management, Investment Properties, Home Equity Loans, Sales, Loan Origination, Lines Of Credit, Mortgage Banking, Commercial Lending, Commercial Mortgages, Small Business Lending, Residential Mortgages, Underwriting
Education
Menlo College 1994 — 1996
Bachelor of Science, Marketing
Santa Clara high
Jon DeForest Real Estate November 2004 - Present
TRI Coldwell Banker December 2007 - March 2013
Summit Financial Solutions Inc. April 2005 - December 2007
2005-2007 Summit Financial Solutions, Inc January 2005 - December 2007
Union Planters Mortgage July 2001 - February 2005
2004-2005 Tri City Funding Group, Inc January 2004 - January 2005
Union Planters Mtg January 2001 - January 2004
GTE Wireless August 1998 - October 2001
Verizon Wireless August 1998 - October 2001
Skills
Real Estate Broker, Real Estate Agent, Loan Officer, Bass Guitar, Real Estate, Sellers, Linux, Computers, Microsoft Technologies, Android, Investment Properties, Loans, Mortgage Lending, FHA, Selling, Luxury, Residential Homes, Buyers
Education
Chabot College 2008 — 2013
Associate of Arts (A.A.), Business Administration
James Logan High School 1994 — 1997
High School Diploma
Third Federal Savings February 2007 - Present
CTX Mortgage September 2005 - September 2006
Union Planters Mortgage November 2001 - October 2005
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Residential Mortgages, Mortgage Banking, Refinance, Banking, Credit Analysis
Education
Saint Leo University
Movement Mortgage, LLC January 2014 - Present
Sun West Mortgage June 2012 - December 2013
F&M Mortgage Group August 2010 - May 2012
FirstBank Mortgage December 2006 - August 2010
Fifth Third Bank 2004 - 2006
UNION PLANTERS MORTGAGE March 2003 - March 2004
CRESLEIGH BANCORP March 2001 - March 2002
Wells Fargo Financial Acceptance 2000 - 2001
Middle Tennessee State University 1996 - 1999
Skills
FHA, USDA, Reverse Mortgages, 203K, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Loans, VA loans, Residential Mortgages, First Time Home Buyers, Certified Mortgage..., Investment Properties, FHA financing, Referrals, Government Loans, Credit, Underwriting, Finance
Education
Middle Tennessee State University 1994 — 1999
Bachelor of Science (BS), Communication and Media Studies
Middle Tennessee State University 1994 — 1999
Bachelor of Science (BS), Communication and Media Studies
Self Employed July 2013 - Present
Trust Legal Group March 2011 - January 2012
TRS Staffing Solutions/Fluor Corp. 2001 - 2002
Union Planters Mortgage 2001 - 2001
MSX International/Fluor Corp. 2000 - 2001
Chicago Title 2000 - 2000
Wilson & Co 2000 - 2000
Skills
Customer Service, Attention To Detail, Outgoing, Data Entry, Data Management, Travel Planning, Photography, Organizing, Listening Skills, Spreadsheets
Education
Allan Hancock College 2008 — 2009
Photography
Aliso Niguel High School 1993 — 1996
Diploma
Oxford Insurance Agency October 1999 - Present
Union Planters Mortgage February 1994 - July 1999
Education
University of Mississippi - School of Business Administration 1991 — 1993
BBA, Banking & Finance
Eclipse Sales 2008 - October 2010
GE Intelligent Platforms 2008 - 2010
Provident Bank Mortgage September 2006 - July 2007
Silver State Mortgage May 2005 - August 2006
LoanCity.com November 2003 - May 2005
Union Planters Mortgage November 2001 - November 2003
Union Planters Mortgage April 1998 - November 2001
Skills
Sales, Account Management, Salesforce.com
Education
Ohlone College 1989 — 1994
AA - Natural Sciences, Psychology
Icon Bank of Texas, N.A. March 2007 - Present
Paramount Mortgage. July 2003 - March 2007
Wells Fargo Home Mortgage 2006 - 2007
Union Planters Mortgage November 2001 - June 2003
Wachovia Mortgage 2001 - 2002
Union Planters Bank (FKA-Regions Bank) August 1986 - October 2001
Education
American Bankers Association 2015 — 2015
Lending Compliance Certificate
San Jacinto College 2010 — 2010
Certificate, Grant Writing
American Institute of Banking 2009 — 2010
Commercial Lending
The Real Estate School 1984 — 1985
Real Estate Law and Management
Wells Fargo Capital Finance January 2008 - September 2011
Bear Steans' EMC Mortgage Corporation 2005 - 2008
Wells Fargo 2004 - 2005
Habitat Corporate Suites Network 2004 - 2005
Union Planters Mortgage 2003 - 2004
Technology Center 2002 - 2002
Skills
Sarbanes-Oxley Act, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Variance Analysis, Strategic Financial...
Education
Dallas Baptist University 2005 — 2007
Master of Business Administration (MBA), Finance Concentration
Mississippi State University 1998 — 2002
Bachelor of Business Administration (BBA), Business Information Systems
Bank of Bartlett 2008 - 2011
Bank of Bartlett 2003 - 2008
Bank of Bartlett 2001 - 2003
National Bank of Commerce 1998 - 2001
Union Planters Mortgage 1993 - 1998
Leader Federal Bank for Savings 1985 - 1993
Skills
Loans, Commercial Banking, Credit, Commercial Lending, Banking, Risk Management, Credit Analysis, Financial Analysis, Strategic Planning, Project Management, Budgets, Management, Banking Technologies, Report Writing, Qualified Retirement..., Document Imaging, Procedure Development, Fiserv Software, Software, Personnel Management, Department Start-up, Financial Regulation, Procedure Manuals, Employee Training, Problem Solving, Compliance, Fiduciary, Auditing
Education
Jackson State Community College
Associate's Degree, Data Processing
State Technical Institute at Memphis
Business Administration and Management, General
Magna Bank September 2010 - April 2011
AUTOZONE CORPORATION May 2004 - December 2010
Evolve Bank and Trust April 2010 - September 2010
National City Mortgage October 2002 - March 2008
UNION PLANTERS MORTGAGE January 2000 - January 2002
BANK OF AMERICA MORTGAGE January 1997 - January 1999
UNION PLANTERS MORTGAGE January 1992 - January 1997
Education
Union University 1989 — 1991
Management Marketing
Verizon Wireless October 2006 - July 2011
Solectron June 2005 - October 2006
MILA July 2004 - January 2005
Mortgage Associates February 2004 - June 2004
Union Planters Mortgage August 2002 - January 2004
Weinstein, Treiger, Riley October 2001 - July 2002
EarthLink June 2000 - July 2001
The Venator Group October 1998 - December 1999
PHEAA July 1996 - October 1998
Skills
Microsoft Office, Mathematics, Computer Hardware, Computer Repair, Technical Training, Smartphones, Android, iPhone, Wireless, Wireless Networking, Wireless Broadband
Education
Drexel University
Bachelor's of Science, Industrial and Applied Mathematics