Urban Financial of America, LLC
Description
Address: 8023 E 63rd Pl #700, Tulsa, OK 74133 Hours: Open ⋅ Closes 5PM Wednesday10:30AM–5PMThursday10:30AM–5PMFriday10:30AM–5PMSaturdayClosedSundayClosedMonday10:30AM–5PMTuesday10:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (918) 477-7771Place name: : : : : Category: : : Website: Website: http://www.fareverse.com/ Category: Mortgage Lender Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (6) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Finance of America Reverse LLC Posting publicly on the Web Write a review Reviews"I love this company and am proud to work here." "Amazing customer service!" "They take advantage of old people please don’t use them." View all Google reviews
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Urban Financial of America, LLC Employees
Employee
Years
Job
Industry
Adam Potafiy Adam Potafiy's Urban Financial of America, LLC Experience 2014 - Present
Job Account Executive at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC 2014 - Present
Urban Financial Group Inc. March 2012 - Present
Urban Financial Group Inc. August 2011 - March 2012
Currington Mortgage Co. August 2010 - February 2011
Keller Williams Real Estate May 2007 - August 2010
Education
Oral Roberts University 2007 — 2010
Bachelor's Degree, Marketing and Sales
Urban Financial of America, LLC 2014 - Present
Urban Financial Group Inc. March 2012 - Present
Urban Financial Group Inc. August 2011 - March 2012
Currington Mortgage Co. August 2010 - February 2011
Keller Williams Real Estate May 2007 - August 2010
Education
Oral Roberts University 2007 — 2010
Bachelor's Degree, Marketing and Sales
Toby Beers Toby Beers's Urban Financial of America, LLC Experience November 2014 - Present
Job Reverse Mortgage Specialist NMLS #1256846
Industry Construction
Experience
Urban Financial of America, LLC November 2014 - Present
Lion Windows and Doors August 2012 - Present
Skills
Sales Management, Sales, Account Management, New Business Development, Contract Negotiation, Customer Service, Negotiation, Direct Sales, Sales Operations, Selling, Sales Process, Key Account Management, Team Building, Microsoft Office, Marketing, Strategic Planning, Marketing Strategy, Construction, B2B, Customer Retention, Inventory Management
Education
Palomar College 2002 — 2004
Urban Financial of America, LLC November 2014 - Present
Lion Windows and Doors August 2012 - Present
Skills
Sales Management, Sales, Account Management, New Business Development, Contract Negotiation, Customer Service, Negotiation, Direct Sales, Sales Operations, Selling, Sales Process, Key Account Management, Team Building, Microsoft Office, Marketing, Strategic Planning, Marketing Strategy, Construction, B2B, Customer Retention, Inventory Management
Education
Palomar College 2002 — 2004
Nicole Holman's Urban Financial of America, LLC Experience October 2013 - Present
Job Experienced Mortgage Professional
Industry Financial Services
Experience
Urban Financial of America, LLC October 2013 - Present
GENERATION MORTGAGE COMPANY January 2012 - September 2013
SENIORS HOME REVERSE MORTGAGE October 2007 - January 2012
FINANCIAL FREEDOM SENIOR FUNDING CORPORATION August 2005 - October 2007
LENDMARK FINANCIAL SERVICES April 2005 - July 2005
US Small Business Administration August 2004 - April 2005
Ryland Homes April 2004 - August 2004
Bank of North Georgia March 2002 - April 2004
ATLANTIC STATES BANK September 2001 - March 2002
TUCKER FEDERAL BANK June 1998 - September 2001
Skills
Loans, Mortgage Banking, Underwriting, Credit, Mortgage Lending, Loan Origination, Reverse Mortgages, Funding, Refinance, FHA, Loan Servicing, Sales, Banking, Real Estate, Residential Mortgages, VA loans, Mortgage Underwriting, USDA, Loss Mitigation, Mortgage Servicing, Credit Analysis, Government Loans, Certified Mortgage..., Home Equity Loans, Construction Loans, Commercial Mortgages
Education
Kansas State University 1991 — 1996
Bachelor of Science, Criminal Justice
Urban Financial of America, LLC October 2013 - Present
GENERATION MORTGAGE COMPANY January 2012 - September 2013
SENIORS HOME REVERSE MORTGAGE October 2007 - January 2012
FINANCIAL FREEDOM SENIOR FUNDING CORPORATION August 2005 - October 2007
LENDMARK FINANCIAL SERVICES April 2005 - July 2005
US Small Business Administration August 2004 - April 2005
Ryland Homes April 2004 - August 2004
Bank of North Georgia March 2002 - April 2004
ATLANTIC STATES BANK September 2001 - March 2002
TUCKER FEDERAL BANK June 1998 - September 2001
Skills
Loans, Mortgage Banking, Underwriting, Credit, Mortgage Lending, Loan Origination, Reverse Mortgages, Funding, Refinance, FHA, Loan Servicing, Sales, Banking, Real Estate, Residential Mortgages, VA loans, Mortgage Underwriting, USDA, Loss Mitigation, Mortgage Servicing, Credit Analysis, Government Loans, Certified Mortgage..., Home Equity Loans, Construction Loans, Commercial Mortgages
Education
Kansas State University 1991 — 1996
Bachelor of Science, Criminal Justice
Harry Donovan's Urban Financial of America, LLC Experience April 2013 - Present
Job Senior Loan Officer at Urban Financial of America, LLC
Industry Higher Education
Experience
Urban Financial of America, LLC April 2013 - Present
GMFS, LLC. April 2013 - April 2014
Foundation Financial Group August 2012 - April 2013
CJD Consulting May 2012 - July 2012
DePauw University August 2008 - May 2012
Round Trip Baseball 2006 - January 2008
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Event Planning, Sales, Sales Management, Teaching, Mortgage Lending, Social Networking, Sales Process, Mortgage Underwriting, Customer Service, Fundraising, Non-profits, Microsoft Excel, Editing
Education
DePauw University 2008 — 2012
Bachelor, Biology
North Central High School 2004 — 2008
Urban Financial of America, LLC April 2013 - Present
GMFS, LLC. April 2013 - April 2014
Foundation Financial Group August 2012 - April 2013
CJD Consulting May 2012 - July 2012
DePauw University August 2008 - May 2012
Round Trip Baseball 2006 - January 2008
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Event Planning, Sales, Sales Management, Teaching, Mortgage Lending, Social Networking, Sales Process, Mortgage Underwriting, Customer Service, Fundraising, Non-profits, Microsoft Excel, Editing
Education
DePauw University 2008 — 2012
Bachelor, Biology
North Central High School 2004 — 2008
Stephen Pepe Stephen Pepe's Urban Financial of America, LLC Experience September 2013 - March 2014
Job HECM Loan Specialist at Reverse Mortgage Funding LLC
Industry Real Estate
Experience
Reverse Mortgage Funding LLC June 2014 - Present
Urban Financial of America, LLC September 2013 - March 2014
Liberty Home Equity Solutions, Inc. June 2012 - September 2013
MetLife Home Loans, a Division of MetLife Bank, N.A. November 2010 - June 2012
MetLife Home Loans, a Division of MetLife Bank, N.A. February 2006 - November 2010
Community Service Network, Inc. August 2000 - February 2006
McElhiney and Matson June 1999 - June 2000
Skills
Real Estate, Loans, Estate Planning, Reverse Mortgages, Mortgage Lending, Residential Mortgages, Refinance, Mortgage Banking, FHA, Loan Origination, Retirement, Credit, Investment Properties, Insurance, USDA, Underwriting, Banking, Certified Mortgage..., VA loans, FHA financing, Strategic Financial..., First Time Home Buyers, Retirement Planning, Home Equity Lines of..., Finance, Real Estate Financing, Residential Homes, Home Equity, Team Building, FHA Financing, Financial Planning, VA Loans
Education
Suffolk University Law School 1995 — 1998
JD, Law
Suffolk University 1991 — 1995
BS, Political Science
Wilmington High School 1988 — 1991
Diploma
Reverse Mortgage Funding LLC June 2014 - Present
Urban Financial of America, LLC September 2013 - March 2014
Liberty Home Equity Solutions, Inc. June 2012 - September 2013
MetLife Home Loans, a Division of MetLife Bank, N.A. November 2010 - June 2012
MetLife Home Loans, a Division of MetLife Bank, N.A. February 2006 - November 2010
Community Service Network, Inc. August 2000 - February 2006
McElhiney and Matson June 1999 - June 2000
Skills
Real Estate, Loans, Estate Planning, Reverse Mortgages, Mortgage Lending, Residential Mortgages, Refinance, Mortgage Banking, FHA, Loan Origination, Retirement, Credit, Investment Properties, Insurance, USDA, Underwriting, Banking, Certified Mortgage..., VA loans, FHA financing, Strategic Financial..., First Time Home Buyers, Retirement Planning, Home Equity Lines of..., Finance, Real Estate Financing, Residential Homes, Home Equity, Team Building, FHA Financing, Financial Planning, VA Loans
Education
Suffolk University Law School 1995 — 1998
JD, Law
Suffolk University 1991 — 1995
BS, Political Science
Wilmington High School 1988 — 1991
Diploma
Francis Nicdao Francis Nicdao's Urban Financial of America, LLC Experience February 2014 - Present
Job Sr. Servicing Analyst at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC February 2014 - Present
Global Equity Finance November 2011 - February 2014
International Financial & Insurance Services October 2011 - December 2011
Foodworx March 2008 - June 2011
Opti-forms, Inc. July 2009 - September 2010
Skills
Refinance, Customer Service, Mortgage Lending, Financial Analysis, Loans, Real Estate, Finance, Leadership, Sales, Loan Origination, FHA, Mortgage Banking, FHA financing, Negotiation, VA loans, Microsoft Excel, Investment Properties
Education
University of California, San Diego 2006 — 2011
Bachelor of Science, Management Science/Economics
Urban Financial of America, LLC February 2014 - Present
Global Equity Finance November 2011 - February 2014
International Financial & Insurance Services October 2011 - December 2011
Foodworx March 2008 - June 2011
Opti-forms, Inc. July 2009 - September 2010
Skills
Refinance, Customer Service, Mortgage Lending, Financial Analysis, Loans, Real Estate, Finance, Leadership, Sales, Loan Origination, FHA, Mortgage Banking, FHA financing, Negotiation, VA loans, Microsoft Excel, Investment Properties
Education
University of California, San Diego 2006 — 2011
Bachelor of Science, Management Science/Economics
Patrick Nguyen Patrick Nguyen's Urban Financial of America, LLC Experience July 2015 - Present
Job Reverse Mortgage Specialist NMLS # 1202599
Industry Marketing and Advertising
Experience
Urban Financial of America, LLC July 2015 - Present
Skills
Sales, Marketing, Leadership, Customer Service, Social Media Marketing, Time Management, Social Networking, Training, Social Media, Management, Advertising, Event Planning, Public Relations, Event Management, Business, Fundraising, Motivation, Community Outreach, Mortgage Banking, Reverse Mortgages, Customer Relations
Education
Liberty University
Bachelor's Degree, Education
Urban Financial of America, LLC July 2015 - Present
Skills
Sales, Marketing, Leadership, Customer Service, Social Media Marketing, Time Management, Social Networking, Training, Social Media, Management, Advertising, Event Planning, Public Relations, Event Management, Business, Fundraising, Motivation, Community Outreach, Mortgage Banking, Reverse Mortgages, Customer Relations
Education
Liberty University
Bachelor's Degree, Education
Bobby Johnson Bobby Johnson's Urban Financial of America, LLC Experience February 2015 - May 2015
Job Payroll Specialist at Park Place Dealerships
Industry Automotive
Experience
Urban Financial of America, LLC February 2015 - May 2015
52 Fitness September 2014 - December 2014
Nichols Brothers, Inc. March 2013 - February 2014
Samson Resources November 2008 - December 2012
Penloyd March 2007 - November 2008
Waste Management December 2001 - February 2007
Exult Inc., May 2000 - September 2001
BP August 1998 - May 2000
Skills
Payroll, Accounting, Microsoft Excel, Human Resources, Data Entry, Time Management, PeopleSoft, Payroll Services, Purchasing, Finance, Accounts Payable, Employee Benefits, Customer Service, Accounts Receivable, Oracle, Macintosh hardware, Training, Microsoft Office, Temporary Placement, Ultipro, Microsoft Word, ADP HRB
Education
Tulsa Community College 2000 — 2013
Human Resources Development, Accounting, Business Development, 3.0
DeVry University-Texas 2002 — 2003
Business Administration and Management, General
Urban Financial of America, LLC February 2015 - May 2015
52 Fitness September 2014 - December 2014
Nichols Brothers, Inc. March 2013 - February 2014
Samson Resources November 2008 - December 2012
Penloyd March 2007 - November 2008
Waste Management December 2001 - February 2007
Exult Inc., May 2000 - September 2001
BP August 1998 - May 2000
Skills
Payroll, Accounting, Microsoft Excel, Human Resources, Data Entry, Time Management, PeopleSoft, Payroll Services, Purchasing, Finance, Accounts Payable, Employee Benefits, Customer Service, Accounts Receivable, Oracle, Macintosh hardware, Training, Microsoft Office, Temporary Placement, Ultipro, Microsoft Word, ADP HRB
Education
Tulsa Community College 2000 — 2013
Human Resources Development, Accounting, Business Development, 3.0
DeVry University-Texas 2002 — 2003
Business Administration and Management, General
Crystal Seymour Crystal Seymour's Urban Financial of America, LLC Experience November 2011 - Present
Job Processing Manager at Urban Financial of America
Industry Financial Services
Experience
Urban Financial of America, LLC November 2011 - Present
Cablevision September 2011 - November 2011
Sunrise Toyota February 2010 - 2011
Skills
Financial Analysis, Banking, Investments, Financial Modeling, Risk Management, Portfolio Management, Credit, Loans, Strategic Financial..., Corporate Finance, Financial Reporting, Mortgage Lending, Insurance, Accounting, Wealth Management, Microsoft Excel, Data Analysis, Reverse Mortgages, Mortgage Servicing, Data Entry, FHA financing, FHA Financing
Education
Briarcliffe College 2009 — 2011
Associates Degree in Business, Business Administration, Management and Operations
Urban Financial of America, LLC November 2011 - Present
Cablevision September 2011 - November 2011
Sunrise Toyota February 2010 - 2011
Skills
Financial Analysis, Banking, Investments, Financial Modeling, Risk Management, Portfolio Management, Credit, Loans, Strategic Financial..., Corporate Finance, Financial Reporting, Mortgage Lending, Insurance, Accounting, Wealth Management, Microsoft Excel, Data Analysis, Reverse Mortgages, Mortgage Servicing, Data Entry, FHA financing, FHA Financing
Education
Briarcliffe College 2009 — 2011
Associates Degree in Business, Business Administration, Management and Operations
Richard Lehmann Richard Lehmann's Urban Financial of America, LLC Experience June 2014 - August 2014
Job Copy/Consultant at MagnaCare
Industry Marketing and Advertising
Experience
MagnaCare April 2015 - Present
Trillion Creative 2014 - Present
Grafica March 2015 - Present
SGW 2000 - Present
Tristar Products, Inc. July 2014 - April 2015
Urban Financial of America, LLC June 2014 - August 2014
Tribecca Designs 2013 - 2014
Fahoury Ink 2011 - 2014
Enzo Creative 2009 - 2014
Fiore Associates November 2010 - December 2013
Skills
Interactive Marketing, Advertising, Brochures, Marketing Communications, Logo Design, Entrepreneurship, Branding & Identity, Creative Direction, Publishing, E-commerce, Social Media, Graphic Design, Brand Development, Integrated Marketing, InDesign, Public Relations, Direct Mail, Marketing Strategy, Brand Architecture, Copywriting, Direct Marketing, Corporate Branding, Email Marketing, Creative Strategy
Education
School of Visual Arts 1987 — 1988
Advertising, I don't recall them giving grades.
Montclair State University
Bachelor's Degree, English, 12.0 - added up, over 4 years
MagnaCare April 2015 - Present
Trillion Creative 2014 - Present
Grafica March 2015 - Present
SGW 2000 - Present
Tristar Products, Inc. July 2014 - April 2015
Urban Financial of America, LLC June 2014 - August 2014
Tribecca Designs 2013 - 2014
Fahoury Ink 2011 - 2014
Enzo Creative 2009 - 2014
Fiore Associates November 2010 - December 2013
Skills
Interactive Marketing, Advertising, Brochures, Marketing Communications, Logo Design, Entrepreneurship, Branding & Identity, Creative Direction, Publishing, E-commerce, Social Media, Graphic Design, Brand Development, Integrated Marketing, InDesign, Public Relations, Direct Mail, Marketing Strategy, Brand Architecture, Copywriting, Direct Marketing, Corporate Branding, Email Marketing, Creative Strategy
Education
School of Visual Arts 1987 — 1988
Advertising, I don't recall them giving grades.
Montclair State University
Bachelor's Degree, English, 12.0 - added up, over 4 years
Brooke Bergkamp's Urban Financial of America, LLC Experience November 2014 - May 2015
Job Assistant Buyer at Payless ShoeSource
Industry Retail
Experience
Payless ShoeSource June 2015 - Present
Urban Financial of America, LLC November 2014 - May 2015
Little Black Dress May 2014 - October 2014
Saks Fifth Avenue July 2013 - May 2014
LaRitz Salon and Spa June 2011 - July 2013
Riveria Tanning Salon November 2009 - August 2010
Blockbuster January 2009 - May 2009
Skills
Microsoft Office, Management, Hair Stylist, People Skills, Sales, Sales Management, Marketing, Nail Care, Communication, Time Management, Merchandising, Fashion, Visual Merchandising, Apparel, Styling, Leadership
Education
Oklahoma State University 2011 — 2014
Bachelor of Science (B.S.), Apparel Merchandising
Meridian Technology Center 2010 — 2011
Cosmetology/Cosmetologist, General
Payless ShoeSource June 2015 - Present
Urban Financial of America, LLC November 2014 - May 2015
Little Black Dress May 2014 - October 2014
Saks Fifth Avenue July 2013 - May 2014
LaRitz Salon and Spa June 2011 - July 2013
Riveria Tanning Salon November 2009 - August 2010
Blockbuster January 2009 - May 2009
Skills
Microsoft Office, Management, Hair Stylist, People Skills, Sales, Sales Management, Marketing, Nail Care, Communication, Time Management, Merchandising, Fashion, Visual Merchandising, Apparel, Styling, Leadership
Education
Oklahoma State University 2011 — 2014
Bachelor of Science (B.S.), Apparel Merchandising
Meridian Technology Center 2010 — 2011
Cosmetology/Cosmetologist, General
Chris Mollison Chris Mollison's Urban Financial of America, LLC Experience July 2012 - February 2014
Job Reverse Mortgage Consultant at V.I.P. Mortgage, Inc.
Industry Financial Services
Experience
V.I.P. Mortgage, Inc. February 2014 - Present
V.I.P. Mortgage, Inc. February 2014 - Present
Urban Financial of America, LLC July 2012 - February 2014
MetLife Home Loans March 2012 - June 2012
Wells Fargo Home Mortgage February 2011 - September 2011
First Horizon Home Loans June 2002 - September 2007
Advanta Mortgage August 1999 - May 2001
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Reverse Mortgages, Refinance, FHA financing, Residential Mortgages, Loans, Selling, Finance, Funding, Real Estate, Government Loans, Mortgage Underwriting, Banking, First Time Home Buyers, Credit, Sales, Home Equity Lines of..., Construction Loans, Home Equity Loans, Credit Analysis, Commercial Lending, Referrals, Underwriting, Investment Properties, Real Estate Economics, Loan Servicing, Mortgage Servicing, Real Estate Financing, Consumer Lending, Credit Risk, Financial Services, Home Equity, HUD, Residential Homes, Non-Conforming, Real Estate Transactions, FHA Financing
Education
Marquette University 1990 — 1995
Bachelor of Business Administration (BBA)
Marquette University 1990 — 1995
Bachelor's degree, Business Administration and Management, General
Saint Joseph's High School 1987 — 1990
V.I.P. Mortgage, Inc. February 2014 - Present
V.I.P. Mortgage, Inc. February 2014 - Present
Urban Financial of America, LLC July 2012 - February 2014
MetLife Home Loans March 2012 - June 2012
Wells Fargo Home Mortgage February 2011 - September 2011
First Horizon Home Loans June 2002 - September 2007
Advanta Mortgage August 1999 - May 2001
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Reverse Mortgages, Refinance, FHA financing, Residential Mortgages, Loans, Selling, Finance, Funding, Real Estate, Government Loans, Mortgage Underwriting, Banking, First Time Home Buyers, Credit, Sales, Home Equity Lines of..., Construction Loans, Home Equity Loans, Credit Analysis, Commercial Lending, Referrals, Underwriting, Investment Properties, Real Estate Economics, Loan Servicing, Mortgage Servicing, Real Estate Financing, Consumer Lending, Credit Risk, Financial Services, Home Equity, HUD, Residential Homes, Non-Conforming, Real Estate Transactions, FHA Financing
Education
Marquette University 1990 — 1995
Bachelor of Business Administration (BBA)
Marquette University 1990 — 1995
Bachelor's degree, Business Administration and Management, General
Saint Joseph's High School 1987 — 1990
Jill Pink's Urban Financial of America, LLC Experience October 2014 - Present
Job Corporate Technical Trainer at Urban Financial of America, LLC
Industry Professional Training & Coaching
Experience
Urban Financial of America, LLC October 2014 - Present
Culinary Kids April 2014 - October 2014
Rushmore Loan Management Services, LLP May 2011 - April 2014
Caliber Construction, Inc. January 2011 - May 2011
YOR, LLC. September 2008 - January 2011
LPC June 2004 - September 2008
Skills
Customer Service, Customer Relations, PowerPoint, Microsoft Word, Team Building, Training, Process Improvement, Instructional Design, Technical Writing, Employee Relations, Public Speaking, Organizational..., Change Management, Management, Strategy, Program Management, Coaching, Outlook
Education
Biola University 2007 — 2010
BS, Organizational Leadership
Monrovia High School
Urban Financial of America, LLC October 2014 - Present
Culinary Kids April 2014 - October 2014
Rushmore Loan Management Services, LLP May 2011 - April 2014
Caliber Construction, Inc. January 2011 - May 2011
YOR, LLC. September 2008 - January 2011
LPC June 2004 - September 2008
Skills
Customer Service, Customer Relations, PowerPoint, Microsoft Word, Team Building, Training, Process Improvement, Instructional Design, Technical Writing, Employee Relations, Public Speaking, Organizational..., Change Management, Management, Strategy, Program Management, Coaching, Outlook
Education
Biola University 2007 — 2010
BS, Organizational Leadership
Monrovia High School
Matt Pippin Matt Pippin's Urban Financial of America, LLC Experience June 2014 - January 2015
Job Regional Sales Director for Benetrac
Industry Insurance
Experience
BeneTrac January 2015 - Present
Urban Financial of America, LLC June 2014 - January 2015
Prudential Insurance April 2009 - November 2013
Kansas City Life Insurance September 2005 - July 2008
Skills
Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Brokers, Benefits Administration, Group Insurance, Sales Presentations
Education
Missouri State University 1999 — 2004
BeneTrac January 2015 - Present
Urban Financial of America, LLC June 2014 - January 2015
Prudential Insurance April 2009 - November 2013
Kansas City Life Insurance September 2005 - July 2008
Skills
Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Brokers, Benefits Administration, Group Insurance, Sales Presentations
Education
Missouri State University 1999 — 2004
Audra Love's Urban Financial of America, LLC Experience November 2013 - March 2014
Job Customer Service Representative at Arthur J. Gallagher & Company
Industry Insurance
Experience
Arthur J. Gallagher & Co. July 2014 - Present
New Gulf Resources, LLC March 2014 - June 2014
Urban Financial of America, LLC November 2013 - March 2014
American Bank of Oklahoma June 2013 - September 2013
Tulsa Federal Credit Union June 2011 - June 2013
Skills
Banking, Loans, Credit, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Strategic Planning, Financial Analysis, Accounting, Finance, Retail Banking, Sales, General Ledger, Risk Management, Cross Selling, Access, Accounts Payable, Account Reconciliation, Time Management
Education
Rogers State University 2011 — 2015
Business Administration
Tulsa Community College 2010 — 2011
Basics
Arthur J. Gallagher & Co. July 2014 - Present
New Gulf Resources, LLC March 2014 - June 2014
Urban Financial of America, LLC November 2013 - March 2014
American Bank of Oklahoma June 2013 - September 2013
Tulsa Federal Credit Union June 2011 - June 2013
Skills
Banking, Loans, Credit, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Strategic Planning, Financial Analysis, Accounting, Finance, Retail Banking, Sales, General Ledger, Risk Management, Cross Selling, Access, Accounts Payable, Account Reconciliation, Time Management
Education
Rogers State University 2011 — 2015
Business Administration
Tulsa Community College 2010 — 2011
Basics
Joe McElyea's Urban Financial of America, LLC Experience March 2014 - Present
Job Sr Consultant at Urban Financial of America, LLC NMLS# 1038423
Industry Banking
Experience
Urban Financial of America, LLC March 2014 - Present
GMFS LLC. February 2013 - March 2014
Pinnacle Partners, Inc. July 2010 - February 2013
UNITED HEALTH CARE / GOLDENRULE November 2009 - August 2010
UNITED HEALTH CARE / GOLDENRULE October 2007 - November 2009
JPMORGANCHASE January 2006 - October 2007
Skills
Recruiting, Cold Calling, Sales, Sales Process, Technical Recruiting, Human Resources, Sales Operations, Staffing Services, New Business Development, CRM
Education
Indiana University - Kelley School of Business 2000 — 2005
B.S, Double Bachelor's in Business Management & Human Resources Management
Avon High School
Urban Financial of America, LLC March 2014 - Present
GMFS LLC. February 2013 - March 2014
Pinnacle Partners, Inc. July 2010 - February 2013
UNITED HEALTH CARE / GOLDENRULE November 2009 - August 2010
UNITED HEALTH CARE / GOLDENRULE October 2007 - November 2009
JPMORGANCHASE January 2006 - October 2007
Skills
Recruiting, Cold Calling, Sales, Sales Process, Technical Recruiting, Human Resources, Sales Operations, Staffing Services, New Business Development, CRM
Education
Indiana University - Kelley School of Business 2000 — 2005
B.S, Double Bachelor's in Business Management & Human Resources Management
Avon High School
Richard Harley's Urban Financial of America, LLC Experience October 2013 - Present
Job Senior Support Engineer
Industry Information Technology and Services
Experience
Urban Financial of America, LLC October 2013 - Present
College of The Muscogee Nation November 2005 - October 2013
Tulsa.net 2009 - 2010
Skills
Microsoft Exchange, Network Administration, Disaster Recovery, Active Directory, Cloud Computing, VMware, Firewalls, Servers, Hyper-V, Group Policy, Networking
Education
University of Phoenix online 2012 — 2013
Associateed of Arts in Information Technology/Networking, Information Technology
Vatterott College 2003 — 2004
Diployma, PC Repair and Configuration
Oklahoma State University 1996 — 1997
Kaplan University
Urban Financial of America, LLC October 2013 - Present
College of The Muscogee Nation November 2005 - October 2013
Tulsa.net 2009 - 2010
Skills
Microsoft Exchange, Network Administration, Disaster Recovery, Active Directory, Cloud Computing, VMware, Firewalls, Servers, Hyper-V, Group Policy, Networking
Education
University of Phoenix online 2012 — 2013
Associateed of Arts in Information Technology/Networking, Information Technology
Vatterott College 2003 — 2004
Diployma, PC Repair and Configuration
Oklahoma State University 1996 — 1997
Kaplan University
Bridget Daley's Urban Financial of America, LLC Experience October 2013 - September 2014
Job Marketing & Communications at Reverse Mortgage Funding LLC
Industry Public Relations and Communications
Experience
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
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
Larry Benton CSA (LION) Larry Benton CSA (LION)'s Urban Financial of America, LLC Experience April 2013 - Present
Job Urban Financial of America NMLS# 208772
Industry Financial Services
Experience
Urban Financial of America, LLC April 2013 - Present
Wells Fargo June 2011 - April 2013
Wells Fargo May 2009 - July 2011
1st Metropolitan Mortgage August 2005 - May 2009
Olympia Funding August 2002 - September 2005
Nations Home Funding 1998 - 2002
Accubanc Mortgage 1993 - 1998
Skills
Reverse Mortgages, Strategic Financial..., Financial Advisory, Elder Care, Mortgage Lending, Refinance, Referrals, Financial Services, Retirement, Senior Real Estate, Senior Finance, Longevity Planning, Senior Care, Retirement Options, Small Business, Retirement Planning, Mortgage Underwriting, Real Estate Economics, Government Loans, First Time Home Buyers
Education
University of Maryland College Park 1965 — 1970
BA, Economics, Math, Photojournalism
Urban Financial of America, LLC April 2013 - Present
Wells Fargo June 2011 - April 2013
Wells Fargo May 2009 - July 2011
1st Metropolitan Mortgage August 2005 - May 2009
Olympia Funding August 2002 - September 2005
Nations Home Funding 1998 - 2002
Accubanc Mortgage 1993 - 1998
Skills
Reverse Mortgages, Strategic Financial..., Financial Advisory, Elder Care, Mortgage Lending, Refinance, Referrals, Financial Services, Retirement, Senior Real Estate, Senior Finance, Longevity Planning, Senior Care, Retirement Options, Small Business, Retirement Planning, Mortgage Underwriting, Real Estate Economics, Government Loans, First Time Home Buyers
Education
University of Maryland College Park 1965 — 1970
BA, Economics, Math, Photojournalism
Patti Farrell NMLS ID 455372 Patti Farrell NMLS ID 455372's Urban Financial of America, LLC Experience December 2013 - September 2015
Job To be updated after 9/28/2015
Industry Financial Services
Experience
Urban Financial of America, LLC December 2013 - September 2015
One Reverse Mortgage July 2012 - December 2013
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage August 2003 - August 2011
Sentinel Title Corporation April 1987 - July 2003
Skills
Reverse Mortgages, FHA, Mortgage Banking, Refinance, Loan Origination, First Time Home Buyers, Residential Mortgages, Retirement, Mortgage Lending, Home Equity Loans, Loans, Single Family Homes, Sales, Retirement Planning, Real Estate Transactions, Finance, Government Loans, HUD, Condos
Education
Towson University 1973 — 1976
BS
Mercy High School 1969 — 1973
College Prep.
Urban Financial of America, LLC December 2013 - September 2015
One Reverse Mortgage July 2012 - December 2013
MetLife Home Loans September 2011 - June 2012
Wells Fargo Home Mortgage August 2003 - August 2011
Sentinel Title Corporation April 1987 - July 2003
Skills
Reverse Mortgages, FHA, Mortgage Banking, Refinance, Loan Origination, First Time Home Buyers, Residential Mortgages, Retirement, Mortgage Lending, Home Equity Loans, Loans, Single Family Homes, Sales, Retirement Planning, Real Estate Transactions, Finance, Government Loans, HUD, Condos
Education
Towson University 1973 — 1976
BS
Mercy High School 1969 — 1973
College Prep.
Ron Bartley's Urban Financial of America, LLC Experience April 2015 - Present
Job Midwest Area Sales Manager at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC April 2015 - Present
American Advisors Group (AAG) March 2014 - April 2015
Urban Financial of America, LLC 2015 - 2015
Urban Financial of America, LLC 2015 - 2015
Liberty Home Equity Solutions February 2013 - March 2014
Libery Home Equity Solutions June 2012 - March 2014
MetLife Home Loans August 2008 - June 2012
MetLife Home Loans August 2008 - April 2012
Generation Mortgage April 2007 - August 2008
Wells Fargo Home Mortgage November 2005 - April 2007
Skills
Reverse Mortgages, Construction, Home, Real Estate Financing, Business Operations..., Marketing Communications, Team Leadership, Strategic Leadership, Leadership, Mortgage Lending, Operations Management, Loan Origination, Loan Servicing, Mortgage Banking, First Time Home Buyers, Residential Mortgages, Training, Finance, Management, Referrals, FHA, Loans, Real Estate, Refinance, Investment Properties, VA loans, Certified Mortgage..., Construction Loans, Loss Mitigation, Credit, Government Loans, USDA, FHA Financing, Sales, Banking, Credit Analysis
Education
Rose-Hulman Institute of Technology 1958 — 1959
None, Engineering
Plainfield High School 1955 — 1958
High School Diploma, Math, Science
Urban Financial of America, LLC April 2015 - Present
American Advisors Group (AAG) March 2014 - April 2015
Urban Financial of America, LLC 2015 - 2015
Urban Financial of America, LLC 2015 - 2015
Liberty Home Equity Solutions February 2013 - March 2014
Libery Home Equity Solutions June 2012 - March 2014
MetLife Home Loans August 2008 - June 2012
MetLife Home Loans August 2008 - April 2012
Generation Mortgage April 2007 - August 2008
Wells Fargo Home Mortgage November 2005 - April 2007
Skills
Reverse Mortgages, Construction, Home, Real Estate Financing, Business Operations..., Marketing Communications, Team Leadership, Strategic Leadership, Leadership, Mortgage Lending, Operations Management, Loan Origination, Loan Servicing, Mortgage Banking, First Time Home Buyers, Residential Mortgages, Training, Finance, Management, Referrals, FHA, Loans, Real Estate, Refinance, Investment Properties, VA loans, Certified Mortgage..., Construction Loans, Loss Mitigation, Credit, Government Loans, USDA, FHA Financing, Sales, Banking, Credit Analysis
Education
Rose-Hulman Institute of Technology 1958 — 1959
None, Engineering
Plainfield High School 1955 — 1958
High School Diploma, Math, Science
Phil Duran's Urban Financial of America, LLC Experience February 2015 - July 2015
Job Reverse Mortgage Specialist NMLS #912648
Industry Real Estate
Experience
Urban Financial of America, LLC February 2015 - July 2015
Skills
Reverse Mortgages, Residential Mortgages, Fixed Rate Mortgages, Commercial Real Estate, Real Estate, Mortgage Lending, Refinance, Investment Properties, Loans, Mortgage Banking, Real Estate Financing, Real Estate Transactions, Loan Origination, First Time Home Buyers, FHA Financing
Education
University of California, Santa Barbara
Bachelor's degree, Economics
Urban Financial of America, LLC February 2015 - July 2015
Skills
Reverse Mortgages, Residential Mortgages, Fixed Rate Mortgages, Commercial Real Estate, Real Estate, Mortgage Lending, Refinance, Investment Properties, Loans, Mortgage Banking, Real Estate Financing, Real Estate Transactions, Loan Origination, First Time Home Buyers, FHA Financing
Education
University of California, Santa Barbara
Bachelor's degree, Economics
Jessica Rankins's Urban Financial of America, LLC Experience March 2015 - Present
Job AVP Wholesale Operations at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC March 2015 - Present
Urban Financial of America, LLC May 2012 - April 2015
Tulsa Oilers-Central Hockey League August 2008 - August 2013
Independent Contract Employee 2009 - February 2013
Republic National Distributing Company January 2008 - November 2012
Urban Financial Group/ReverseIt! February 2008 - May 2012
Vixens (Manda Tyler) 2007 - 2011
Urban Financial Group/ReverseIt! June 2007 - February 2008
Kaiser Francis Oil Company 2004 - 2006
Skills
Customer Service, Account Management, Team Leadership, Team Management, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Business Development, New Business Development, Team Building, Sales, Cold Calling, Data Entry, Radio Promotions, Promotions, Social Media, Loans, Real Estate, Marketing, Social Networking, Retail, Teamwork, Leadership, Training, Social Media Marketing, Coaching, Recruiting, Event Management, Budgets, Marketing Strategy, Management, Payroll, Selling, Merchandising, FHA, Time Management, Mortgage Banking, Refinance, Residential Mortgages, Credit, Mortgage Lending, Reverse Mortgages, Event Planning, Public Relations, Communication
Education
Tulsa Community College 2003 — 2008
Associates, Liberal Arts
Tulsa Community College 2003 — 2007
Associates, Psychology
Urban Financial of America, LLC March 2015 - Present
Urban Financial of America, LLC May 2012 - April 2015
Tulsa Oilers-Central Hockey League August 2008 - August 2013
Independent Contract Employee 2009 - February 2013
Republic National Distributing Company January 2008 - November 2012
Urban Financial Group/ReverseIt! February 2008 - May 2012
Vixens (Manda Tyler) 2007 - 2011
Urban Financial Group/ReverseIt! June 2007 - February 2008
Kaiser Francis Oil Company 2004 - 2006
Skills
Customer Service, Account Management, Team Leadership, Team Management, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Business Development, New Business Development, Team Building, Sales, Cold Calling, Data Entry, Radio Promotions, Promotions, Social Media, Loans, Real Estate, Marketing, Social Networking, Retail, Teamwork, Leadership, Training, Social Media Marketing, Coaching, Recruiting, Event Management, Budgets, Marketing Strategy, Management, Payroll, Selling, Merchandising, FHA, Time Management, Mortgage Banking, Refinance, Residential Mortgages, Credit, Mortgage Lending, Reverse Mortgages, Event Planning, Public Relations, Communication
Education
Tulsa Community College 2003 — 2008
Associates, Liberal Arts
Tulsa Community College 2003 — 2007
Associates, Psychology
Steve McClellan Steve McClellan's Urban Financial of America, LLC Experience 2011 - Present
Job
Industry Financial Services
Experience
Urban Financial of America, LLC 2011 - Present
Generation Mortgage Co. 2009 - 2011
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Houston 1974 — 1977
Bachelor of Science (BS)
Urban Financial of America, LLC 2011 - Present
Generation Mortgage Co. 2009 - 2011
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Houston 1974 — 1977
Bachelor of Science (BS)
Billy Lingo Billy Lingo's Urban Financial of America, LLC Experience July 2007 - January 2011
Job ABC Bank Loan Officer
Industry Banking
Experience
ABC Bank April 2015 - Present
Firstar Bank January 2011 - January 2015
Urban Financial of America, LLC July 2007 - January 2011
Challenge Financial June 2002 - July 2007
Skills
Loan Origination, Reverse Mortgages, Direct Sales, Retail Sales, Customer Relations, Loans, Mortgage Lending, FHA, Residential Mortgages, Mortgage Banking, Refinance, Banking, Credit, FHA Financing
Education
University of Central Arkansas 1984 — 1986
Attended, General Studies
White Hall High School 1983 — 1985
ABC Bank April 2015 - Present
Firstar Bank January 2011 - January 2015
Urban Financial of America, LLC July 2007 - January 2011
Challenge Financial June 2002 - July 2007
Skills
Loan Origination, Reverse Mortgages, Direct Sales, Retail Sales, Customer Relations, Loans, Mortgage Lending, FHA, Residential Mortgages, Mortgage Banking, Refinance, Banking, Credit, FHA Financing
Education
University of Central Arkansas 1984 — 1986
Attended, General Studies
White Hall High School 1983 — 1985
Nathan Hall Nathan Hall's Urban Financial of America, LLC Experience February 2015 - Present
Job Senior Asset Manager at Urban Financial of America
Industry Financial Services
Experience
Urban Financial of America, LLC February 2015 - Present
Monica Virga Cosmetics October 2014 - Present
Capital One January 2013 - September 2014
ING Direct February 2006 - December 2012
Keystone Asset Management February 2004 - February 2006
Fairbanks Capital January 2000 - February 2004
Skills
Default, REO, HUD, Loss Mitigation, Foreclosures, FHA, FHA financing, First Time Home Buyers, Investment Properties, Investments, Listings, Loan Modifications, Loan Origination, Loans, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, Portfolio Management, Property, Property Management, Real Estate, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Property, Referrals, Refinance, Relocation, Residential Homes, Residential Mortgages, Sellers, Single Family Homes, USDA, Underwriting, VA loans, Valuation, Disposition, Appraisals, Asset, Asset Management, Bankruptcy, Brokerage, Closings, Commercial Mortgages, Commercial Real Estate, Condos, Construction Loans, Credit, Credit Analysis
Education
Bob Jones University 1994 — 1998
B.A., History, Minor Political Science
Urban Financial of America, LLC February 2015 - Present
Monica Virga Cosmetics October 2014 - Present
Capital One January 2013 - September 2014
ING Direct February 2006 - December 2012
Keystone Asset Management February 2004 - February 2006
Fairbanks Capital January 2000 - February 2004
Skills
Default, REO, HUD, Loss Mitigation, Foreclosures, FHA, FHA financing, First Time Home Buyers, Investment Properties, Investments, Listings, Loan Modifications, Loan Origination, Loans, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, Portfolio Management, Property, Property Management, Real Estate, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Property, Referrals, Refinance, Relocation, Residential Homes, Residential Mortgages, Sellers, Single Family Homes, USDA, Underwriting, VA loans, Valuation, Disposition, Appraisals, Asset, Asset Management, Bankruptcy, Brokerage, Closings, Commercial Mortgages, Commercial Real Estate, Condos, Construction Loans, Credit, Credit Analysis
Education
Bob Jones University 1994 — 1998
B.A., History, Minor Political Science
Mindy L. Winkler-Jarosinski's Urban Financial of America, LLC Experience April 2015 - July 2015
Job Lifestyle 360 Activities Coordinator, Onair talent, Song writing, Marketing/Promotions
Industry Public Relations and Communications
Experience
Forum At The Crossing July 2015 - Present
Connect Me Marketing November 2013 - Present
Fun Company productions, LLC January 2003 - Present
Urban Financial of America, LLC April 2015 - July 2015
Go Yodel 2013 - 2015
Go Yodel 2013 - 2015
Go Yodel 2013 - 2015
BestMark April 2014 - August 2014
International Business College June 2012 - June 2013
Metro Networks/Westwood One November 2003 - September 2010
Skills
LiveOneRadio, On-air Talent, Radio Promotions, Commercials, Festivals, Endorsements, Promo, Public Relations, Radio, Social Media, Social Media Marketing, Broadcast, Fairs, Event Planning, Media Relations, Marketing Communications, Copywriting, Event Management, Advertising, Facebook, Social Networking, Online Advertising, Press Releases, Presentation Development, High-Impact..., Radio Host, Video, Management, Blogging, Corporate Events, Voice Over, Sound, Integrated Marketing, Digital Media, Entertainment, Trade Shows, Sales, Video Production, Acting, Strategic Communications, Sponsorship, Brand Awareness, Online Marketing, Television, New Media, Newsletters, Media Planning, Email Marketing, Publicity, Radio Broadcasting
Education
Ball State University 1996 — 1999
MS, CICS (Information and Communication Sciences)
Indiana University-Purdue University at Indianapolis 1998 — 1998
Certificate, Project Management
Ball State University 1989 — 1993
BS, Telecommunications (TCOM) / Journalism
Madison Heights High School 1986 — 1989
Honors diploma, college prep, music
Forum At The Crossing July 2015 - Present
Connect Me Marketing November 2013 - Present
Fun Company productions, LLC January 2003 - Present
Urban Financial of America, LLC April 2015 - July 2015
Go Yodel 2013 - 2015
Go Yodel 2013 - 2015
Go Yodel 2013 - 2015
BestMark April 2014 - August 2014
International Business College June 2012 - June 2013
Metro Networks/Westwood One November 2003 - September 2010
Skills
LiveOneRadio, On-air Talent, Radio Promotions, Commercials, Festivals, Endorsements, Promo, Public Relations, Radio, Social Media, Social Media Marketing, Broadcast, Fairs, Event Planning, Media Relations, Marketing Communications, Copywriting, Event Management, Advertising, Facebook, Social Networking, Online Advertising, Press Releases, Presentation Development, High-Impact..., Radio Host, Video, Management, Blogging, Corporate Events, Voice Over, Sound, Integrated Marketing, Digital Media, Entertainment, Trade Shows, Sales, Video Production, Acting, Strategic Communications, Sponsorship, Brand Awareness, Online Marketing, Television, New Media, Newsletters, Media Planning, Email Marketing, Publicity, Radio Broadcasting
Education
Ball State University 1996 — 1999
MS, CICS (Information and Communication Sciences)
Indiana University-Purdue University at Indianapolis 1998 — 1998
Certificate, Project Management
Ball State University 1989 — 1993
BS, Telecommunications (TCOM) / Journalism
Madison Heights High School 1986 — 1989
Honors diploma, college prep, music
Billy Veasey's Urban Financial of America, LLC Experience December 2014 - Present
Job Reverse Mortgage AdvisorNMLS#210175
Industry Banking
Experience
Urban Financial of America, LLC December 2014 - Present
Wickstrom Auto Group August 2013 - February 2014
Greenlight Loans July 2012 - August 2013
American Advisors Group (AAG Reverse Mortgage) May 2011 - June 2012
Guaranteed Rate July 2009 - February 2010
web visible 2010 - 2010
PHH Home Loans April 2009 - June 2009
Countrywide Home Loans January 2007 - August 2008
Countrywide Home Loans June 2006 - January 2007
Pathway Developments May 2005 - June 2006
Skills
NMLS Licensed #210175, Mortgage Lending, Sales, Loans, Management, Mortgage Banking, Customer Service, Credit, Loan Origination, Residential Mortgages, Refinance, FHA, Real Estate
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Real Estate Development
episcopal academy
episcopal academy
episcopal academy
Urban Financial of America, LLC December 2014 - Present
Wickstrom Auto Group August 2013 - February 2014
Greenlight Loans July 2012 - August 2013
American Advisors Group (AAG Reverse Mortgage) May 2011 - June 2012
Guaranteed Rate July 2009 - February 2010
web visible 2010 - 2010
PHH Home Loans April 2009 - June 2009
Countrywide Home Loans January 2007 - August 2008
Countrywide Home Loans June 2006 - January 2007
Pathway Developments May 2005 - June 2006
Skills
NMLS Licensed #210175, Mortgage Lending, Sales, Loans, Management, Mortgage Banking, Customer Service, Credit, Loan Origination, Residential Mortgages, Refinance, FHA, Real Estate
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Real Estate Development
episcopal academy
episcopal academy
episcopal academy
Terri Geer's Urban Financial of America, LLC Experience September 2015 - Present
Job Team Leader
Industry Financial Services
Experience
Urban Financial of America, LLC September 2015 - Present
GMFS LLC. March 2014 - Present
Chase June 1988 - December 2007
Skills
Banking, Loans, Finance, Mortgage Lending, Customer Service, Management, Microsoft Office, Real Estate, Strategic Planning, Sales Management
Education
Indiana University-Purdue University at Indianapolis 1980 — 1982
Business Administration and Management, General
Urban Financial of America, LLC September 2015 - Present
GMFS LLC. March 2014 - Present
Chase June 1988 - December 2007
Skills
Banking, Loans, Finance, Mortgage Lending, Customer Service, Management, Microsoft Office, Real Estate, Strategic Planning, Sales Management
Education
Indiana University-Purdue University at Indianapolis 1980 — 1982
Business Administration and Management, General
Olivia Shinavar's Urban Financial of America, LLC Experience October 2013 - Present
Job Reverse Mortgage Specialist at Urban Financial of America NMLS# 1125314
Industry Financial Services
Experience
Urban Financial of America, LLC October 2013 - Present
State Farm Insurance Agency January 2011 - October 2013
Merigroup Educational Consulting and Tutoring Services June 2010 - December 2010
University of California, Riverside August 2008 - June 2010
UC Riverside 2006 - 2010
Skills
Reverse Mortgages, Customer Service, Loan Origination, Sales, Teaching, Insurance, Tutoring, Time Management, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Outlook, Leadership Development, Research, Team Building, Microsoft Excel, Data Analysis, Facebook, Mentoring, Team Leadership, Customer Oriented, Handmade Jewelry, Writing
Education
UC Riverside 2006 — 2010
BA, Psychology, 3.79
Charter Oak High School 2002 — 2006
High School Diploma, 4.27
Urban Financial of America, LLC October 2013 - Present
State Farm Insurance Agency January 2011 - October 2013
Merigroup Educational Consulting and Tutoring Services June 2010 - December 2010
University of California, Riverside August 2008 - June 2010
UC Riverside 2006 - 2010
Skills
Reverse Mortgages, Customer Service, Loan Origination, Sales, Teaching, Insurance, Tutoring, Time Management, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Outlook, Leadership Development, Research, Team Building, Microsoft Excel, Data Analysis, Facebook, Mentoring, Team Leadership, Customer Oriented, Handmade Jewelry, Writing
Education
UC Riverside 2006 — 2010
BA, Psychology, 3.79
Charter Oak High School 2002 — 2006
High School Diploma, 4.27
John J. O'Brien John J. O'Brien's Urban Financial of America, LLC Experience March 2011 - Present
Job Reverse Mortgage Branch Manager. Urban Financial of America, LLC. NMLS # 70296
Industry Banking
Experience
Urban Financial of America, LLC March 2011 - Present
Franklin First Financial February 2008 - June 2011
American Mortgage, Inc August 2007 - February 2008
Champion Mortgage, A Division of Key Bank June 2006 - July 2007
Champion Mortgage, A Division of Key Bank October 2001 - May 2006
Champion Mortgage June 1997 - October 2001
IKON Office Solutions January 1995 - January 1997
Metropolitan Life Insurance Company January 1992 - January 1995
Skills
Sales Management, Sales, Business Development, Recruiting, New Business Development, Management, Training, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Refinance, Mortgage Lending, Finance, Credit, Commercial Lending, Loans, Leadership, Reverse Mortgages, FHA Financing
Education
State University of New York College at Oneonta 1989 — 1992
bachelors, Business Economics
Urban Financial of America, LLC March 2011 - Present
Franklin First Financial February 2008 - June 2011
American Mortgage, Inc August 2007 - February 2008
Champion Mortgage, A Division of Key Bank June 2006 - July 2007
Champion Mortgage, A Division of Key Bank October 2001 - May 2006
Champion Mortgage June 1997 - October 2001
IKON Office Solutions January 1995 - January 1997
Metropolitan Life Insurance Company January 1992 - January 1995
Skills
Sales Management, Sales, Business Development, Recruiting, New Business Development, Management, Training, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Refinance, Mortgage Lending, Finance, Credit, Commercial Lending, Loans, Leadership, Reverse Mortgages, FHA Financing
Education
State University of New York College at Oneonta 1989 — 1992
bachelors, Business Economics
MICHAEL J. WELTMAN, MBA, SRES, CSA, CAPS MICHAEL J. WELTMAN, MBA, SRES, CSA, CAPS's Urban Financial of America, LLC Experience January 2014 - November 2014
Job Reverse Mortgage Veteran 14yrs | Area Sales Manager AAG | Board of Directors | Mortgage Bankers Assoc. TLH
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) December 2014 - Present
Teach Reverse - Florida - CE Real Estate School May 2014 - Present
Reverse Review -National Industry Monthly Magazine July 2013 - Present
Mortgage Bankers Association May 2013 - Present
Habitat for Humanity Florida - Wakulla County June 2010 - Present
National Aging in Place Council - North Florida South Georgia Chapter July 2013 - Present
HUSBAND at Weltman Household - FL November 2011 - Present
Urban Financial of America, LLC January 2014 - November 2014
FirstBank January 2012 - December 2013
FirstBank September 2011 - December 2013
Skills
Real Estate Broker FL., Real Estate Instructor..., Insurance Broker 2-15FL., Reverse Mortgages, Mortgage, Loans, Purchase, Banking, Refinance, Mortgage Lending, FHA, Real Estate, Investment Properties, Retirement Planning, Loan Origination, Investors, Management, Finance, Referrals, Credit, Mortgage Banking, Real Estate Economics, Residential Homes, Small Business, Strategic Financial..., Sellers, VA loans, Residential Mortgages, USDA, Credit Analysis, Sales, Underwriting, Insurance, Investments, Retirement, Commercial Lending, Real Estate Financing, FHA financing, Commercial Mortgages, Financial Services, First Time Home Buyers, Loss Mitigation, Small Business Lending, Construction Loans, Government Loans, Certified Mortgage..., Consumer Lending, REO, Real Estate Transactions, Commercial Real Estate
Education
Mercer University 1998 — 2000
MBA, FINANCE
Florida State University 1984 — 1986
Bachelor's Degree, Business Administration and Management, General
Tallahassee Community College 1982 — 1984
AA, Business
Charles F. Brush High School 1979 — 1981
American Advisors Group (AAG Reverse Mortgage) December 2014 - Present
Teach Reverse - Florida - CE Real Estate School May 2014 - Present
Reverse Review -National Industry Monthly Magazine July 2013 - Present
Mortgage Bankers Association May 2013 - Present
Habitat for Humanity Florida - Wakulla County June 2010 - Present
National Aging in Place Council - North Florida South Georgia Chapter July 2013 - Present
HUSBAND at Weltman Household - FL November 2011 - Present
Urban Financial of America, LLC January 2014 - November 2014
FirstBank January 2012 - December 2013
FirstBank September 2011 - December 2013
Skills
Real Estate Broker FL., Real Estate Instructor..., Insurance Broker 2-15FL., Reverse Mortgages, Mortgage, Loans, Purchase, Banking, Refinance, Mortgage Lending, FHA, Real Estate, Investment Properties, Retirement Planning, Loan Origination, Investors, Management, Finance, Referrals, Credit, Mortgage Banking, Real Estate Economics, Residential Homes, Small Business, Strategic Financial..., Sellers, VA loans, Residential Mortgages, USDA, Credit Analysis, Sales, Underwriting, Insurance, Investments, Retirement, Commercial Lending, Real Estate Financing, FHA financing, Commercial Mortgages, Financial Services, First Time Home Buyers, Loss Mitigation, Small Business Lending, Construction Loans, Government Loans, Certified Mortgage..., Consumer Lending, REO, Real Estate Transactions, Commercial Real Estate
Education
Mercer University 1998 — 2000
MBA, FINANCE
Florida State University 1984 — 1986
Bachelor's Degree, Business Administration and Management, General
Tallahassee Community College 1982 — 1984
AA, Business
Charles F. Brush High School 1979 — 1981
Miles Findley's Urban Financial of America, LLC Experience August 2013 - Present
Job Service Assistant at IronHorse Wealth Management. LLC
Industry Financial Services
Experience
IronHorse Wealth Management. LLC July 2015 - Present
Urban Financial of America, LLC August 2013 - Present
Urban Financial of America, LLC April 2012 - August 2013
Urban Financial Group July 2011 - April 2012
Urban Financial Group March 2011 - July 2011
OSU Cowboy Dining, LLC August 2007 - December 2010
Education
Oklahoma State University 2004 — 2010
B.S., Finance, Management, Accounting
IronHorse Wealth Management. LLC July 2015 - Present
Urban Financial of America, LLC August 2013 - Present
Urban Financial of America, LLC April 2012 - August 2013
Urban Financial Group July 2011 - April 2012
Urban Financial Group March 2011 - July 2011
OSU Cowboy Dining, LLC August 2007 - December 2010
Education
Oklahoma State University 2004 — 2010
B.S., Finance, Management, Accounting
Molly Blake's Urban Financial of America, LLC Experience April 2014 - Present
Job Senior Mortgage Officer, NMLS #460544 at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC April 2014 - Present
GMFS April 2012 - March 2014
Royal United Mortgage March 2011 - April 2012
Union Savings Bank May 2008 - March 2011
WTHR-TV September 2007 - December 2007
Skills
Loans, Reverse Mortgages, Refinance, Retirement Planning, Residential Mortgages, Mortgage Banking, USDA, FHA Financing, Loan Origination, FHA, Mortgage Lending, Real Estate, Investment Properties
Education
Indiana University Bloomington 2003 — 2007
Bachelor's Degree, Journalism, Business Marketing
Urban Financial of America, LLC April 2014 - Present
GMFS April 2012 - March 2014
Royal United Mortgage March 2011 - April 2012
Union Savings Bank May 2008 - March 2011
WTHR-TV September 2007 - December 2007
Skills
Loans, Reverse Mortgages, Refinance, Retirement Planning, Residential Mortgages, Mortgage Banking, USDA, FHA Financing, Loan Origination, FHA, Mortgage Lending, Real Estate, Investment Properties
Education
Indiana University Bloomington 2003 — 2007
Bachelor's Degree, Journalism, Business Marketing
Ryan Menerey Ryan Menerey's Urban Financial of America, LLC Experience January 2012 - Present
Job Account Executive at Urban Financial Group
Industry Financial Services
Experience
Urban Financial of America, LLC January 2012 - Present
Genworth Financial March 2009 - January 2012
Leads360 August 2008 - February 2009
Indymac Bank 2005 - 2008
Skills
Mortgage, Reverse Mortgages, Loan Origination, Customer Service, Wholesale, Mortgage Lending, FHA, Mortgage Banking, Purchase, Refinance, Residential Mortgages, Sales Management, Customer Relations, Strategic Planning, Marketing Strategy, Public Speaking, Account Management, Direct Marketing, Marketing
Education
University of Michigan 1998 — 2002
B.A., English Literature
Urban Financial of America, LLC January 2012 - Present
Genworth Financial March 2009 - January 2012
Leads360 August 2008 - February 2009
Indymac Bank 2005 - 2008
Skills
Mortgage, Reverse Mortgages, Loan Origination, Customer Service, Wholesale, Mortgage Lending, FHA, Mortgage Banking, Purchase, Refinance, Residential Mortgages, Sales Management, Customer Relations, Strategic Planning, Marketing Strategy, Public Speaking, Account Management, Direct Marketing, Marketing
Education
University of Michigan 1998 — 2002
B.A., English Literature
Korey Olds's Urban Financial of America, LLC Experience March 2014 - June 2015
Job Loan Officer at Carrington Mortgage Services
Industry Banking
Experience
Carrington Mortgage Services, Mortgage Lending Division August 2015 - Present
Imperial Property Group, LLC January 2014 - Present
Urban Financial of America, LLC March 2014 - June 2015
GMFS July 2012 - February 2014
Real Estate Sales Force, Inc January 2011 - March 2013
Hoosier Park January 2010 - January 2011
Education
Indiana University Bloomington 2005 — 2009
Bachelor's, Tourism Management
Carrington Mortgage Services, Mortgage Lending Division August 2015 - Present
Imperial Property Group, LLC January 2014 - Present
Urban Financial of America, LLC March 2014 - June 2015
GMFS July 2012 - February 2014
Real Estate Sales Force, Inc January 2011 - March 2013
Hoosier Park January 2010 - January 2011
Education
Indiana University Bloomington 2005 — 2009
Bachelor's, Tourism Management
Gina Finn's Urban Financial of America, LLC Experience January 2009 - June 2012
Job Sr. DE Underwriter/Team Lead at United Northern Mortgage Bankers, Ltd.
Industry Real Estate
Experience
United Northern Mortgage Bankers, Ltd. 2015 - Present
1st Reverse Mortgage USA July 2014 - 2015
American Advisors Group (AAG Reverse Mortgage) July 2013 - June 2014
Urban Financial of America, LLC January 2009 - June 2012
Urban Financial Group, Inc May 2006 - May 2007
URS Corporation January 1999 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, FHA, Reverse Mortgages, Mortgage Lending, Loans, Credit, Underwriting
Education
Kansas State University
BS, Human Development and Family Studies
United Northern Mortgage Bankers, Ltd. 2015 - Present
1st Reverse Mortgage USA July 2014 - 2015
American Advisors Group (AAG Reverse Mortgage) July 2013 - June 2014
Urban Financial of America, LLC January 2009 - June 2012
Urban Financial Group, Inc May 2006 - May 2007
URS Corporation January 1999 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, FHA, Reverse Mortgages, Mortgage Lending, Loans, Credit, Underwriting
Education
Kansas State University
BS, Human Development and Family Studies
Joseph (JV) Alpas's Urban Financial of America, LLC Experience September 2013 - Present
Job SVP IT Director at Urban Financial of America, LLC
Industry Information Technology and Services
Experience
Urban Financial of America, LLC September 2013 - Present
KCG Holdings, Inc. October 2012 - September 2013
Morgan Stanley July 2010 - September 2012
Societe Generale May 2006 - July 2010
Citigroup 2001 - 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Business Process, Fixed Income, Software Documentation, Databases, Trading Systems, SQL, Project Management, Vendor Management, PMO, Risk Management, Business Requirements, ITIL, Management, Financial Services, Program Management, Agile Methodologies, Business Intelligence, Tableau, Scrum
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Computer Science
Urban Financial of America, LLC September 2013 - Present
KCG Holdings, Inc. October 2012 - September 2013
Morgan Stanley July 2010 - September 2012
Societe Generale May 2006 - July 2010
Citigroup 2001 - 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Business Process, Fixed Income, Software Documentation, Databases, Trading Systems, SQL, Project Management, Vendor Management, PMO, Risk Management, Business Requirements, ITIL, Management, Financial Services, Program Management, Agile Methodologies, Business Intelligence, Tableau, Scrum
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Computer Science
Will Rae's Urban Financial of America, LLC Experience September 2014 - Present
Job DE Underwriter at Greenlight Financial Services
Industry Financial Services
Experience
Urban Financial of America, LLC September 2014 - Present
Greenlight Financial Services May 2013 - September 2014
American Advisors Group September 2007 - April 2013
EquiHome Mortgage September 2005 - March 2007
Home Loan Center July 2002 - March 2005
Wealthcrafters July 1999 - July 2002
Beneficial Finance 1987 - 1998
Skills
Foreclosures, Mortgage Lending, Loan Origination, Finance, Refinance, Mortgage Banking, Reverse Mortgages, Sales, Loans, Residential Mortgages
Education
Oklahoma State University 1982 — 1986
BS, Journalism, Advertising, & Public Relations
Urban Financial of America, LLC September 2014 - Present
Greenlight Financial Services May 2013 - September 2014
American Advisors Group September 2007 - April 2013
EquiHome Mortgage September 2005 - March 2007
Home Loan Center July 2002 - March 2005
Wealthcrafters July 1999 - July 2002
Beneficial Finance 1987 - 1998
Skills
Foreclosures, Mortgage Lending, Loan Origination, Finance, Refinance, Mortgage Banking, Reverse Mortgages, Sales, Loans, Residential Mortgages
Education
Oklahoma State University 1982 — 1986
BS, Journalism, Advertising, & Public Relations
Eirann Mittelsteadt's Urban Financial of America, LLC Experience April 2014 - Present
Job VP at Urban Financial of America, LLC
Industry Capital Markets
Experience
Urban Financial of America, LLC April 2014 - Present
Rushmore Loan Management Services, LLP April 2013 - April 2014
Icon Residential Capital, LLC August 2006 - April 2013
BNC Mortgage 2001 - 2006
Finance America 2001 - 2006
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Finance, Loans, Refinance, Real Estate, FHA, Credit, Underwriting, Credit Analysis, Loss Mitigation, Mortgage Underwriting, Residential Mortgages, USDA
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Bachelor of Science (BS), Finance and International Business
Urban Financial of America, LLC April 2014 - Present
Rushmore Loan Management Services, LLP April 2013 - April 2014
Icon Residential Capital, LLC August 2006 - April 2013
BNC Mortgage 2001 - 2006
Finance America 2001 - 2006
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Finance, Loans, Refinance, Real Estate, FHA, Credit, Underwriting, Credit Analysis, Loss Mitigation, Mortgage Underwriting, Residential Mortgages, USDA
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Bachelor of Science (BS), Finance and International Business
Martha Hill Estrada's Urban Financial of America, LLC Experience June 2015 - Present
Job Mortgage Loan Officer at Urban Financial of America, LLC
Industry Real Estate
Experience
Urban Financial of America, LLC June 2015 - Present
Live Well Financial October 2014 - June 2015
TowerPoint Capital October 2013 - July 2014
Md7 November 2011 - September 2013
Fidelity Debt Solutions March 2009 - September 2011
Nationwide Insurance January 2007 - March 2009
Charter Funding August 2003 - 2005
Automobile Club of Southern California April 1995 - October 2002
Ameritone Paint Corporation 1988 - 1990
VISTA PAINT 1983 - 1988
Skills
Insurance, Financial Services, Small Business, Commercial Insurance, Workers Compensation, Sales, Underwriting, Employee Benefits, Home, New Business Development, Property & Casualty..., Customer Service, Life Insurance, Investments, Real Estate, Loans, Program Management, Contract Negotiation, Management, Selling, Marketing, Negotiation
Education
University of California, San Diego 2009 — 2010
Kelsey-Jenney Business College 1991 — 1994
AA, Paralegal
Urban Financial of America, LLC June 2015 - Present
Live Well Financial October 2014 - June 2015
TowerPoint Capital October 2013 - July 2014
Md7 November 2011 - September 2013
Fidelity Debt Solutions March 2009 - September 2011
Nationwide Insurance January 2007 - March 2009
Charter Funding August 2003 - 2005
Automobile Club of Southern California April 1995 - October 2002
Ameritone Paint Corporation 1988 - 1990
VISTA PAINT 1983 - 1988
Skills
Insurance, Financial Services, Small Business, Commercial Insurance, Workers Compensation, Sales, Underwriting, Employee Benefits, Home, New Business Development, Property & Casualty..., Customer Service, Life Insurance, Investments, Real Estate, Loans, Program Management, Contract Negotiation, Management, Selling, Marketing, Negotiation
Education
University of California, San Diego 2009 — 2010
Kelsey-Jenney Business College 1991 — 1994
AA, Paralegal
Mayra Lawson's Urban Financial of America, LLC Experience August 2013 - February 2015
Job Loan Assistant at Regent Bank OK
Industry Financial Services
Experience
Regent Bank OK March 2015 - Present
Urban Financial of America, LLC August 2013 - February 2015
Urban Financial of America, LLC September 2011 - August 2013
Urban Financial of America, LLC July 2011 - September 2011
Urban Financial of America, LLC August 2010 - July 2011
Skills
Loans, Refinance, Mortgage Banking, FHA, Microsoft Office, Reverse Mortgages, HUD, Mortgage Lending, Real Estate, Residential Mortgages, Banking
Education
Northeastern State University 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Regent Bank OK March 2015 - Present
Urban Financial of America, LLC August 2013 - February 2015
Urban Financial of America, LLC September 2011 - August 2013
Urban Financial of America, LLC July 2011 - September 2011
Urban Financial of America, LLC August 2010 - July 2011
Skills
Loans, Refinance, Mortgage Banking, FHA, Microsoft Office, Reverse Mortgages, HUD, Mortgage Lending, Real Estate, Residential Mortgages, Banking
Education
Northeastern State University 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Jonathan Scarpati's Urban Financial of America, LLC Experience March 2010 - Present
Job Vice President of Wholesale UFA
Industry Banking
Experience
Urban Financial of America, LLC March 2010 - Present
Senior Lending Network January 2003 - December 2009
Education
University of Delaware 1998 — 2002
Bachelors of Science, Leadership and Consumer Economics
Urban Financial of America, LLC March 2010 - Present
Senior Lending Network January 2003 - December 2009
Education
University of Delaware 1998 — 2002
Bachelors of Science, Leadership and Consumer Economics
Ross Keck's Urban Financial of America, LLC Experience August 2015 - Present
Job Reverse Mortgage Specialist
Industry Financial Services
Experience
Urban Financial of America, LLC August 2015 - Present
UnitedHealth Group March 2011 - July 2015
Aflac November 2010 - March 2011
Farmers Insurance Group June 2010 - November 2010
Indiana Memorial Union August 2009 - March 2010
Don Hinds Ford May 2009 - September 2009
Skills
Customer Service, Sales
Education
Indiana University Bloomington 2006 — 2010
Management and Human Resources Management, School of Public and Environmental Afairs
Urban Financial of America, LLC August 2015 - Present
UnitedHealth Group March 2011 - July 2015
Aflac November 2010 - March 2011
Farmers Insurance Group June 2010 - November 2010
Indiana Memorial Union August 2009 - March 2010
Don Hinds Ford May 2009 - September 2009
Skills
Customer Service, Sales
Education
Indiana University Bloomington 2006 — 2010
Management and Human Resources Management, School of Public and Environmental Afairs
Jim McMinn's Urban Financial of America, LLC Experience July 2012 - July 2014
Job Northeast Regional Manager at American Advisors Group
Industry Financial Services
Experience
American Advisors Group (AAG Reverse Mortgage) July 2014 - Present
Urban Financial of America, LLC July 2012 - July 2014
MetLife Home Loans July 2010 - June 2012
Wells Fargo Home Mortgage August 2004 - July 2010
Wells Fargo Home Mortgage July 2002 - August 2004
ValueOptions April 2000 - July 2002
ValueOptions September 1998 - April 2000
Waterbury Hospital April 1996 - October 1998
Ability Beyond Disability 1986 - 1992
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA financing, Retirement, Sales Management, Marketing, Credit, Leadership, Business Development, Healthcare Management, Sales, Insurance, Sales leadership, Medical Social Work
Education
University of Connecticut School of Social Work 1990 — 1992
MSW, Policy and Planning
University of Connecticut 1984 — 1986
BA, Communications
American Advisors Group (AAG Reverse Mortgage) July 2014 - Present
Urban Financial of America, LLC July 2012 - July 2014
MetLife Home Loans July 2010 - June 2012
Wells Fargo Home Mortgage August 2004 - July 2010
Wells Fargo Home Mortgage July 2002 - August 2004
ValueOptions April 2000 - July 2002
ValueOptions September 1998 - April 2000
Waterbury Hospital April 1996 - October 1998
Ability Beyond Disability 1986 - 1992
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, FHA financing, Retirement, Sales Management, Marketing, Credit, Leadership, Business Development, Healthcare Management, Sales, Insurance, Sales leadership, Medical Social Work
Education
University of Connecticut School of Social Work 1990 — 1992
MSW, Policy and Planning
University of Connecticut 1984 — 1986
BA, Communications
Charles Dillman's Urban Financial of America, LLC Experience April 2014 - Present
Job Chief Appraiser at Urban Financial of America, LLC
Industry Real Estate
Experience
Urban Financial of America, LLC April 2014 - Present
Rushmore Home Loans April 2013 - March 2014
Icon Residential Lenders April 2010 - March 2013
Eastdil Secured March 2001 - February 2010
United PanAm Mortgage March 1999 - December 2000
Cityscape Corp. February 1997 - December 1998
Key Appraisals January 1990 - February 1997
Skills
Commercial Real Estate, Residential Homes, Risk Management, Appraisals, Mortgage Lending, Property, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Brokerage, Underwriting, FHA, Marketing, Loans
Education
Northwestern University 1985 — 1989
BA, Art History
Urban Financial of America, LLC April 2014 - Present
Rushmore Home Loans April 2013 - March 2014
Icon Residential Lenders April 2010 - March 2013
Eastdil Secured March 2001 - February 2010
United PanAm Mortgage March 1999 - December 2000
Cityscape Corp. February 1997 - December 1998
Key Appraisals January 1990 - February 1997
Skills
Commercial Real Estate, Residential Homes, Risk Management, Appraisals, Mortgage Lending, Property, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Brokerage, Underwriting, FHA, Marketing, Loans
Education
Northwestern University 1985 — 1989
BA, Art History
Daniel Wisner's Urban Financial of America, LLC Experience February 2012 - Present
Job Sales Manager at Urban Financial of America NMLS #119241
Industry Real Estate
Experience
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
Jeffrey Peikin's Urban Financial of America, LLC Experience August 2011 - April 2013
Job New Hire at Freedom Mortgage Corporation
Industry Financial Services
Experience
Freedom Mortgage Corporation March 2015 - Present
Continental Home Loans Inc. April 2013 - August 2013
Urban Financial of America, LLC August 2011 - April 2013
Skills
Refinance, Government Loans, Pre-sales, Customer Retention, Customer Service, Loans, Hospitality Management
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Freedom Mortgage Corporation March 2015 - Present
Continental Home Loans Inc. April 2013 - August 2013
Urban Financial of America, LLC August 2011 - April 2013
Skills
Refinance, Government Loans, Pre-sales, Customer Retention, Customer Service, Loans, Hospitality Management
Education
Temple University - Fox School of Business and Management 2003 — 2008
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Brendan Brickley's Urban Financial of America, LLC Experience December 2014 - Present
Job Reverse Mortgage Specialist at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC December 2014 - Present
Lakeview Loan Servicing, LLC May 2013 - March 2014
Home Finance of America August 2012 - April 2013
GMAC Mortgage October 2010 - November 2011
New Penn Financial, LLC 2009 - 2010
Countrywide Home Loans 2005 - 2007
Multex.com, Inc. 1999 - 2001
Multex.com, Inc. 1999 - 2001
Skills
Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Residential Mortgages, Loans, FHA, Credit, Banking, Underwriting, First Time Home Buyers, Investment Properties, FHA financing, VA loans, USDA
Education
Saint Joseph's University 1987 — 1991
BA, International Relations/Business
Bishop McDevitt High School 1983 — 1987
High School Diploma, College Preparation
Urban Financial of America, LLC December 2014 - Present
Lakeview Loan Servicing, LLC May 2013 - March 2014
Home Finance of America August 2012 - April 2013
GMAC Mortgage October 2010 - November 2011
New Penn Financial, LLC 2009 - 2010
Countrywide Home Loans 2005 - 2007
Multex.com, Inc. 1999 - 2001
Multex.com, Inc. 1999 - 2001
Skills
Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Residential Mortgages, Loans, FHA, Credit, Banking, Underwriting, First Time Home Buyers, Investment Properties, FHA financing, VA loans, USDA
Education
Saint Joseph's University 1987 — 1991
BA, International Relations/Business
Bishop McDevitt High School 1983 — 1987
High School Diploma, College Preparation
robert russin's Urban Financial of America, LLC Experience March 2014 - Present
Job Director Head of Secondary Marketing at Urban Financial of America, LLC
Industry Financial Services
Experience
Urban Financial of America, LLC March 2014 - Present
KCG Holdings, Inc. July 2013 - February 2014
KCG Holdings, Inc. May 2012 - June 2013
Barclays Capital January 2010 - May 2012
Barclays Capital October 2004 - December 2009
Merrill Lynch January 2001 - October 2004
Merrill Lynch December 1998 - December 2000
Merrill Lynch May 1998 - November 1998
Merrill Lynch July 1992 - May 1998
Merrill Lynch June 1987 - June 1992
Education
Fairfield University 1983 — 1987
Bachelor of Science (BS), Accounting
Urban Financial of America, LLC March 2014 - Present
KCG Holdings, Inc. July 2013 - February 2014
KCG Holdings, Inc. May 2012 - June 2013
Barclays Capital January 2010 - May 2012
Barclays Capital October 2004 - December 2009
Merrill Lynch January 2001 - October 2004
Merrill Lynch December 1998 - December 2000
Merrill Lynch May 1998 - November 1998
Merrill Lynch July 1992 - May 1998
Merrill Lynch June 1987 - June 1992
Education
Fairfield University 1983 — 1987
Bachelor of Science (BS), Accounting
Jerry McVay, Jr.'s Urban Financial of America, LLC Experience May 2013 - June 2014
Job Underwriter at Paramount Equity Mortgage
Industry Financial Services
Experience
Paramount Equity August 2014 - Present
Urban Financial of America, LLC May 2013 - June 2014
Liberty Home Equity Solutions October 2011 - May 2013
US Small Business Administration June 2009 - September 2011
US Small Business Administration September 2004 - December 2008
Skills
Loans, FHA, Reverse Mortgages, Mortgage Underwriting, Revocable Trusts, SBA, Government Loans, Business Planning, Small Business Lending, Credit Analysis, Investment Properties, Underwriting, Finance
Education
Cosumnes River College
Associate's degree, Entrepreneurial and Small Business Operations
Paramount Equity August 2014 - Present
Urban Financial of America, LLC May 2013 - June 2014
Liberty Home Equity Solutions October 2011 - May 2013
US Small Business Administration June 2009 - September 2011
US Small Business Administration September 2004 - December 2008
Skills
Loans, FHA, Reverse Mortgages, Mortgage Underwriting, Revocable Trusts, SBA, Government Loans, Business Planning, Small Business Lending, Credit Analysis, Investment Properties, Underwriting, Finance
Education
Cosumnes River College
Associate's degree, Entrepreneurial and Small Business Operations