Wealthbridge Mortgage
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Wealthbridge Mortgage Employees
Employee
Years
Job
Industry
Trevor Dodge Trevor Dodge's Wealthbridge Mortgage Experience June 2009 - October 2009
Job Mortgage Banker at Chase | Owner at Glow Photobooth
Industry Real Estate
Experience
JPMorgan Chase October 2012 - Present
Glow Photobooth July 2014 - Present
Platform LLC July 2014 - Present
JPMorgan Chase January 2010 - October 2012
Wealthbridge Mortgage June 2009 - October 2009
Grenade Gloves July 2008 - June 2009
24 Hour Fitness August 2005 - July 2008
Education
Portland State University 2012 — 2016
Bachelor of Science (B.S.)
Portland State University 2003 — 2005
Bachelor of Arts (BA)
JPMorgan Chase October 2012 - Present
Glow Photobooth July 2014 - Present
Platform LLC July 2014 - Present
JPMorgan Chase January 2010 - October 2012
Wealthbridge Mortgage June 2009 - October 2009
Grenade Gloves July 2008 - June 2009
24 Hour Fitness August 2005 - July 2008
Education
Portland State University 2012 — 2016
Bachelor of Science (B.S.)
Portland State University 2003 — 2005
Bachelor of Arts (BA)
Nate Akers Nate Akers's Wealthbridge Mortgage Experience May 2005 - May 2011
Job Branch Manager at ENG Lending, CFO/Owner at X Products LLC
Industry Financial Services
Experience
Bank of England, Mortgage Division August 2011 - Present
X Products LLC May 2011 - Present
Wealthbridge Mortgage May 2005 - May 2011
sunset mortgage 2010 - 2011
Skills
USDA, Loan Origination, Refinance, Banking, Mortgage Lending, Mortgage Banking, Sales, Underwriting, Residential Homes, Government Loans, Customer Service, Microsoft Office, Certified Mortgage..., Investment Properties, Reverse Mortgages, Negotiation, Mortgage Marketing, FHA, Credit Analysis, Loss Mitigation, Loans, Real Estate, VA loans, Microsoft Excel, Mortgage Servicing, Credit, REO, First Time Home Buyers, Residential Mortgages, Debt Consolidation, FHA financing, Real Estate Financing, Home Equity Loans, Loan Servicing, Construction Loans, Home Equity Lines of..., Commercial Lending, Rates, 203K, Consumer Lending, Investors, Finance, Short Sales, HUD, Real Estate Transactions, Condos, Credit Risk, Real Estate Lending, Non-Conforming, USDA Rural Housing
Education
Oregon State University 2002 — 2004
BS, Exercise Physiology
Central Oregon Community College 1998 — 2002
Associate of Arts and Sciences (AAS), Transfer Degree
Bank of England, Mortgage Division August 2011 - Present
X Products LLC May 2011 - Present
Wealthbridge Mortgage May 2005 - May 2011
sunset mortgage 2010 - 2011
Skills
USDA, Loan Origination, Refinance, Banking, Mortgage Lending, Mortgage Banking, Sales, Underwriting, Residential Homes, Government Loans, Customer Service, Microsoft Office, Certified Mortgage..., Investment Properties, Reverse Mortgages, Negotiation, Mortgage Marketing, FHA, Credit Analysis, Loss Mitigation, Loans, Real Estate, VA loans, Microsoft Excel, Mortgage Servicing, Credit, REO, First Time Home Buyers, Residential Mortgages, Debt Consolidation, FHA financing, Real Estate Financing, Home Equity Loans, Loan Servicing, Construction Loans, Home Equity Lines of..., Commercial Lending, Rates, 203K, Consumer Lending, Investors, Finance, Short Sales, HUD, Real Estate Transactions, Condos, Credit Risk, Real Estate Lending, Non-Conforming, USDA Rural Housing
Education
Oregon State University 2002 — 2004
BS, Exercise Physiology
Central Oregon Community College 1998 — 2002
Associate of Arts and Sciences (AAS), Transfer Degree
David Spracklen David Spracklen's Wealthbridge Mortgage Experience February 2002 - October 2010
Job Mortgage Loan Originator NMLS 1410490 at High Desert Bank
Industry Government Administration
Experience
High Desert Bank September 2015 - Present
Oregon Employment Department September 2012 - Present
Portland State University September 2011 - August 2012
Sunset Mortgage Company October 2010 - May 2011
Wealthbridge Mortgage February 2002 - October 2010
Department of State 2000 - 2001
Skills
Database Marketing, Mortgage Lending, Customer Service, Refinance, New Business Development, Mortgage Banking, Loan Origination, Loans, Credit, Servers, Analysis, Call Center, Project Management, Windows, Troubleshooting, Marketing Strategy, IVR, Management, Report Writing, Russian, Cross-cultural, Microsoft Word, Outlook, Time Management, Intercultural..., Retail, Call Centers, Customer Satisfaction, Inbound Marketing, Microsoft Excel, Marketing, Training, Lead Generation, Sales, Direct Mail, Data Entry, Business Analysis, Team Building, Databases, Foreign Languages, Qualitative Research, Interviews, Public Speaking, Community Outreach, Leadership, Research
Education
Portland State University 2007 — 2012
BA, Liberal Studies/Russian
Pskov Volny Institute 1999 — 1999
High Desert Bank September 2015 - Present
Oregon Employment Department September 2012 - Present
Portland State University September 2011 - August 2012
Sunset Mortgage Company October 2010 - May 2011
Wealthbridge Mortgage February 2002 - October 2010
Department of State 2000 - 2001
Skills
Database Marketing, Mortgage Lending, Customer Service, Refinance, New Business Development, Mortgage Banking, Loan Origination, Loans, Credit, Servers, Analysis, Call Center, Project Management, Windows, Troubleshooting, Marketing Strategy, IVR, Management, Report Writing, Russian, Cross-cultural, Microsoft Word, Outlook, Time Management, Intercultural..., Retail, Call Centers, Customer Satisfaction, Inbound Marketing, Microsoft Excel, Marketing, Training, Lead Generation, Sales, Direct Mail, Data Entry, Business Analysis, Team Building, Databases, Foreign Languages, Qualitative Research, Interviews, Public Speaking, Community Outreach, Leadership, Research
Education
Portland State University 2007 — 2012
BA, Liberal Studies/Russian
Pskov Volny Institute 1999 — 1999
Katie Westbrook Katie Westbrook's Wealthbridge Mortgage Experience July 2009 - November 2012
Job Loan Closer at Pinnacle Capital Mortgage Corp
Industry Financial Services
Experience
Pinnacle Capital Mortgage Corp June 2015 - Present
Geneva Financial LLC April 2014 - June 2015
Portland State University August 2009 - June 2013
Wealthbridge Mortgage July 2009 - November 2012
Wealthbridge Mortgage April 2003 - July 2009
Skills
Mortgage Lending, Refinance, Residential Mortgages, FHA, Loans, USDA, Credit, Loan Servicing, Mortgage Servicing, Mortgage Banking, Funding, Banking, First Time Home Buyers, Real Estate Financing, Real Estate, Investment Properties, Underwriting, Management, Selling
Education
Portland State University 2009 — 2013
Psychology
Homewood High School 1992 — 1995
Pinnacle Capital Mortgage Corp June 2015 - Present
Geneva Financial LLC April 2014 - June 2015
Portland State University August 2009 - June 2013
Wealthbridge Mortgage July 2009 - November 2012
Wealthbridge Mortgage April 2003 - July 2009
Skills
Mortgage Lending, Refinance, Residential Mortgages, FHA, Loans, USDA, Credit, Loan Servicing, Mortgage Servicing, Mortgage Banking, Funding, Banking, First Time Home Buyers, Real Estate Financing, Real Estate, Investment Properties, Underwriting, Management, Selling
Education
Portland State University 2009 — 2013
Psychology
Homewood High School 1992 — 1995
Kevin Kirkpatrick, LUTCF Kevin Kirkpatrick, LUTCF's Wealthbridge Mortgage Experience April 2007 - April 2008
Job Financial Services Professional at NYLIFE Securities, LLC.
Industry Insurance
Experience
New York Life Insurance Co. April 2008 - Present
Wealthbridge Mortgage April 2007 - April 2008
Verizon Wireless October 2005 - April 2007
Skills
Retirement Planning, Long Term Care Insurance, Small Business, Retirement, 401k Rollovers, Annuity Sales, Insurance, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Succession Planning, Wealth Preservation..., Investments, Financial Services, Finance, Term Life Insurance, Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Customer Service, Management
Education
Oregon State University 2000 — 2004
BS, Business, Mathematics
Sunset High School 1996 — 2000
Diploma, General Studies
New York Life Insurance Co. April 2008 - Present
Wealthbridge Mortgage April 2007 - April 2008
Verizon Wireless October 2005 - April 2007
Skills
Retirement Planning, Long Term Care Insurance, Small Business, Retirement, 401k Rollovers, Annuity Sales, Insurance, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Succession Planning, Wealth Preservation..., Investments, Financial Services, Finance, Term Life Insurance, Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Customer Service, Management
Education
Oregon State University 2000 — 2004
BS, Business, Mathematics
Sunset High School 1996 — 2000
Diploma, General Studies
Kris Covert's Wealthbridge Mortgage Experience October 2005 - September 2010
Job Branch Manager at Willamette Valley Bank
Industry Financial Services
Experience
Willamette Valley Bank June 2015 - Present
MB Financial Bank June 2014 - Present
ENG Lending August 2011 - October 2014
Sunset Mortgage October 2010 - July 2011
Wealthbridge Mortgage October 2005 - September 2010
Skills
USDA, Refinance, Purchase Loans, FHA, VA, Morgage Lending, Jumbo Mortgage, Mortgage Banking, Reverse Mortgages, First Time Home Buyers, Purchase Financing, Purchase Money, Finance, ROI Strategies, Real Estate Lending, Real Estate, New Home Purchase, 100% Financing, Banking, Mortgage Lending, Loan Origination, Loans, Sales, Selling, VA loans, Leadership, Credit, Certified Mortgage..., FHA financing, Government Loans, Real Estate Financing, Investment Properties, Home Equity Loans, Mortgage Marketing, Construction Loans, Credit Analysis, Mortgage Underwriting, Underwriting, Management, Team Leadership, Web Design, Marketing, Home Equity Lines of..., Loan Servicing, Residential Mortgages, Commercial Lending, FHA Financing, HUD, VA Loans, Commercial Mortgages
Education
Linfield College 1994 — 1996
Business
Chemeketa Community College
Willamette Valley Bank June 2015 - Present
MB Financial Bank June 2014 - Present
ENG Lending August 2011 - October 2014
Sunset Mortgage October 2010 - July 2011
Wealthbridge Mortgage October 2005 - September 2010
Skills
USDA, Refinance, Purchase Loans, FHA, VA, Morgage Lending, Jumbo Mortgage, Mortgage Banking, Reverse Mortgages, First Time Home Buyers, Purchase Financing, Purchase Money, Finance, ROI Strategies, Real Estate Lending, Real Estate, New Home Purchase, 100% Financing, Banking, Mortgage Lending, Loan Origination, Loans, Sales, Selling, VA loans, Leadership, Credit, Certified Mortgage..., FHA financing, Government Loans, Real Estate Financing, Investment Properties, Home Equity Loans, Mortgage Marketing, Construction Loans, Credit Analysis, Mortgage Underwriting, Underwriting, Management, Team Leadership, Web Design, Marketing, Home Equity Lines of..., Loan Servicing, Residential Mortgages, Commercial Lending, FHA Financing, HUD, VA Loans, Commercial Mortgages
Education
Linfield College 1994 — 1996
Business
Chemeketa Community College
Brendan Fisher Brendan Fisher's Wealthbridge Mortgage Experience January 1998 - July 2008
Job Secondary Marketing at Summit Mortgage Corporation NMLS 3236
Industry Financial Services
Experience
Summit Mortgage Corp April 2009 - Present
Wealthbridge Mortgage January 1998 - July 2008
Education
University of Oregon 1989 — 1994
BS, Accounting
Summit Mortgage Corp April 2009 - Present
Wealthbridge Mortgage January 1998 - July 2008
Education
University of Oregon 1989 — 1994
BS, Accounting
Nicole Fetters Nicole Fetters's Wealthbridge Mortgage Experience November 2006 - June 2009
Job Mortgage Mediations Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - Present
Wells Fargo January 2013 - February 2014
Key Bank June 2009 - January 2013
Wealthbridge Mortgage November 2006 - June 2009
Tektronix 2004 - 2006
Skills
Underwriting, Project Management, Strategic Planning, Residential Mortgages, Banking, Home Equity Loans, Mortgage Lending, Refinance, FHA, USDA, Market Research, Customer Service, Mortgage Banking, Investment Properties
Education
Portland State University 2003 — 2006
BA, Business Administration, German
mountain view 1996 — 1999
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - Present
Wells Fargo January 2013 - February 2014
Key Bank June 2009 - January 2013
Wealthbridge Mortgage November 2006 - June 2009
Tektronix 2004 - 2006
Skills
Underwriting, Project Management, Strategic Planning, Residential Mortgages, Banking, Home Equity Loans, Mortgage Lending, Refinance, FHA, USDA, Market Research, Customer Service, Mortgage Banking, Investment Properties
Education
Portland State University 2003 — 2006
BA, Business Administration, German
mountain view 1996 — 1999
Ben Rich Ben Rich's Wealthbridge Mortgage Experience August 2005 - September 2007
Job Solution Provider for organizations looking to switch systems. Save your data!
Industry Information Technology and Services
Experience
Technology Consultants, Inc October 2008 - Present
Spartan Mortgage September 2007 - October 2008
Wealthbridge Mortgage August 2005 - September 2007
Skills
Account Management, Communication, Healthcare Information..., Data, Project Management, Management, SaaS, Team Building, Sales, Salesforce.com, Team Leadership, Mortgage Lending, Healthcare, HIPAA, Practice Management, Strategic Planning, Cold Calling, EHR, Training, Direct Sales, Solution Selling, Customer Retention, Selling, Sales Process, CRM, Software Implementation, Customer Service
Education
Portland Community College
Associates, General Studies
Technology Consultants, Inc October 2008 - Present
Spartan Mortgage September 2007 - October 2008
Wealthbridge Mortgage August 2005 - September 2007
Skills
Account Management, Communication, Healthcare Information..., Data, Project Management, Management, SaaS, Team Building, Sales, Salesforce.com, Team Leadership, Mortgage Lending, Healthcare, HIPAA, Practice Management, Strategic Planning, Cold Calling, EHR, Training, Direct Sales, Solution Selling, Customer Retention, Selling, Sales Process, CRM, Software Implementation, Customer Service
Education
Portland Community College
Associates, General Studies
Nicole (Rilea) Sullivan Nicole (Rilea) Sullivan's Wealthbridge Mortgage Experience June 2005 - November 2010
Job Payroll Specialist/Staff Accountant at Keen Footwear
Industry Financial Services
Experience
Fuerst Group, Inc. January 2015 - Present
Keen Footwear November 2010 - July 2015
Wealthbridge Mortgage June 2005 - November 2010
Skills
Outlook, Employee Relations, Excel, SAP, ADP Payroll, HR Policies, HRIS, Payroll Processing, Payroll Administration, Payroll Taxes, Sales Tax, Employee Benefits, Benefits Administration, FMLA, Journal Entries, Accounts Payable, Accounts Receivable, PowerPoint, Word, Accruals, New Hire Orientation, 401k Rollovers, 401k, Account Reconciliation, Payroll, Human Resources, Deferred Compensation, Microsoft Excel, Microsoft Word, QuickBooks
Education
Portland Community College 2008 — 2010
Human Resources Management/Personnel Administration, General
Portland State University 1995 — 2000
Psychology
Fuerst Group, Inc. January 2015 - Present
Keen Footwear November 2010 - July 2015
Wealthbridge Mortgage June 2005 - November 2010
Skills
Outlook, Employee Relations, Excel, SAP, ADP Payroll, HR Policies, HRIS, Payroll Processing, Payroll Administration, Payroll Taxes, Sales Tax, Employee Benefits, Benefits Administration, FMLA, Journal Entries, Accounts Payable, Accounts Receivable, PowerPoint, Word, Accruals, New Hire Orientation, 401k Rollovers, 401k, Account Reconciliation, Payroll, Human Resources, Deferred Compensation, Microsoft Excel, Microsoft Word, QuickBooks
Education
Portland Community College 2008 — 2010
Human Resources Management/Personnel Administration, General
Portland State University 1995 — 2000
Psychology
Julie Edison Julie Edison's Wealthbridge Mortgage Experience July 2009 - August 2010
Job DE Underwriter at ENG Lending
Industry Real Estate
Experience
ENG Lending 2012 - Present
Impact Mortgage Group 2011 - 2012
Sunset Mortgage Company August 2010 - July 2011
Wealthbridge Mortgage July 2009 - August 2010
Excelsior Management Group 2008 - 2009
Meritage Mortgage January 2001 - September 2006
Skills
Time Management, Home, Mortgage Lending, Loans, FHA, Mortgage Banking, USDA, Credit, Residential Mortgages
Education
Portland Community College 1993 — 1994
ENG Lending 2012 - Present
Impact Mortgage Group 2011 - 2012
Sunset Mortgage Company August 2010 - July 2011
Wealthbridge Mortgage July 2009 - August 2010
Excelsior Management Group 2008 - 2009
Meritage Mortgage January 2001 - September 2006
Skills
Time Management, Home, Mortgage Lending, Loans, FHA, Mortgage Banking, USDA, Credit, Residential Mortgages
Education
Portland Community College 1993 — 1994
Shelly Robinson's Wealthbridge Mortgage Experience March 2007 - November 2010
Job Vice President, Operations at Pinnacle Capital Mortgage
Industry Financial Services
Experience
Pinnacle Capital Mortgage November 2010 - Present
Wealthbridge Mortgage March 2007 - November 2010
Meritage Mortgage August 2004 - January 2007
Flagstar Bank January 2001 - June 2004
Skills
VA loans, Refinance, Credit Analysis, Mortgage Underwriting, First Time Home Buyers, Banking, Investment Properties, Risk Management, Credit Risk, Loan Servicing, FHA financing, Government Loans, Construction Loans, Real Estate Economics, Team Building, Wholesale Lending, Non-Conforming, Financial Analysis, Management, Financial Risk, Real Estate Financing
Education
Oregon State University 1980 — 1984
B.S., Finance, Computer Science
Pinnacle Capital Mortgage November 2010 - Present
Wealthbridge Mortgage March 2007 - November 2010
Meritage Mortgage August 2004 - January 2007
Flagstar Bank January 2001 - June 2004
Skills
VA loans, Refinance, Credit Analysis, Mortgage Underwriting, First Time Home Buyers, Banking, Investment Properties, Risk Management, Credit Risk, Loan Servicing, FHA financing, Government Loans, Construction Loans, Real Estate Economics, Team Building, Wholesale Lending, Non-Conforming, Financial Analysis, Management, Financial Risk, Real Estate Financing
Education
Oregon State University 1980 — 1984
B.S., Finance, Computer Science
James Palmer Tilford's Wealthbridge Mortgage Experience October 2008 - September 2010
Job .
Industry Banking
Experience
Primary Residential Mortgage May 2014 - March 2015
Paramount Equity October 2011 - May 2014
Sunset Mortgage October 2010 - May 2011
Wealthbridge Mortgage October 2008 - September 2010
TNP Enterprises Inc 1996 - 2009
Skills
FHA, Conforming, residential mortgages, Duplexes, Mortgage Banking, Second Homes, Vacation Homes, Townhomes, Rental Properties, Condos, Jumbo, FHA financing, Mortgage Planning, Residential Purchases, Second Home, Refinance Transactions, Mortgage Lending, Loans, Investment Properties, Real Estate, Investors, Finance, Residential Homes, Refinance, Rentals, Residential Mortgages, Investments, Certified Mortgage..., Loan Origination, Real Estate Financing, VA loans, USDA, Real Estate Economics, Credit, Jumbo Mortgage, Government Loans, Banking, Property, Construction Loans
Education
University of Oregon - Charles H. Lundquist College of Business
Business Administration, Finance, Economics, Journalism & Communication Studies
Primary Residential Mortgage May 2014 - March 2015
Paramount Equity October 2011 - May 2014
Sunset Mortgage October 2010 - May 2011
Wealthbridge Mortgage October 2008 - September 2010
TNP Enterprises Inc 1996 - 2009
Skills
FHA, Conforming, residential mortgages, Duplexes, Mortgage Banking, Second Homes, Vacation Homes, Townhomes, Rental Properties, Condos, Jumbo, FHA financing, Mortgage Planning, Residential Purchases, Second Home, Refinance Transactions, Mortgage Lending, Loans, Investment Properties, Real Estate, Investors, Finance, Residential Homes, Refinance, Rentals, Residential Mortgages, Investments, Certified Mortgage..., Loan Origination, Real Estate Financing, VA loans, USDA, Real Estate Economics, Credit, Jumbo Mortgage, Government Loans, Banking, Property, Construction Loans
Education
University of Oregon - Charles H. Lundquist College of Business
Business Administration, Finance, Economics, Journalism & Communication Studies
Cort Horner Cort Horner's Wealthbridge Mortgage Experience May 2009 - Present
Job Executive Mortgage Advisor at Wealthbridge Mortgage
Industry Staffing and Recruiting
Experience
Wealthbridge Mortgage May 2009 - Present
United Human Capital Solutions December 2007 - May 2009
Lime Financial December 2005 - December 2007
Sunset Direct Lending July 2002 - December 2005
Meritage Mortgage 2000 - 2003
Education
University of Oregon 1993 — 1996
BA, Chinese Language and Culture
Wealthbridge Mortgage May 2009 - Present
United Human Capital Solutions December 2007 - May 2009
Lime Financial December 2005 - December 2007
Sunset Direct Lending July 2002 - December 2005
Meritage Mortgage 2000 - 2003
Education
University of Oregon 1993 — 1996
BA, Chinese Language and Culture
Dennis Axon's Wealthbridge Mortgage Experience April 2009 - November 2009
Job Domain Administrator at Bonneville Power Administration/TEK Systems
Industry Information Technology and Services
Experience
Bonneville Power Administration/TEK Systems June 2013 - September 2015
Bonneville Power Administration/TEK Systems November 2009 - June 2013
Wealthbridge Mortgage April 2009 - November 2009
ArgentMX Technology August 2008 - April 2009
Corillian Corp (later Checkfree then FiServ) October 2006 - July 2008
PECI February 2004 - October 2006
Sonoma State University February 2001 - November 2002
Northpoint Communications 1998 - 2001
SmartTalk Teleservices September 1997 - February 1998
Skills
Virtualization, System Administration, VMware, Microsoft SQL Server, TCP/IP, Disaster Recovery, Troubleshooting, Domain...
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Bonneville Power Administration/TEK Systems June 2013 - September 2015
Bonneville Power Administration/TEK Systems November 2009 - June 2013
Wealthbridge Mortgage April 2009 - November 2009
ArgentMX Technology August 2008 - April 2009
Corillian Corp (later Checkfree then FiServ) October 2006 - July 2008
PECI February 2004 - October 2006
Sonoma State University February 2001 - November 2002
Northpoint Communications 1998 - 2001
SmartTalk Teleservices September 1997 - February 1998
Skills
Virtualization, System Administration, VMware, Microsoft SQL Server, TCP/IP, Disaster Recovery, Troubleshooting, Domain...
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Ken Frye's Wealthbridge Mortgage Experience 2009 - September 2010
Job Executive Vice President RMS, LLC
Industry Financial Services
Experience
Walter Investment Management Corp June 2013 - Present
Walter Investment Management Corp January 2011 - Present
Wealthbridge Mortgage 2009 - September 2010
Wilshire Credit Corporation June 1998 - May 2009
Skills
Loan Servicing, Mortgage Lending, Loans, Credit, Mortgage Banking, Credit Analysis, Loan Origination, Underwriting, Loss Mitigation, Portfolio Management, FHA, Asset Management, Valuation, Process Improvement, Investments, Default, Residential Mortgages, Foreclosures, Mortgage Servicing, Real Estate, Risk Management
Education
California State University-Sacramento
BS, Finance
Washington State University
MBA, Finance
Walter Investment Management Corp June 2013 - Present
Walter Investment Management Corp January 2011 - Present
Wealthbridge Mortgage 2009 - September 2010
Wilshire Credit Corporation June 1998 - May 2009
Skills
Loan Servicing, Mortgage Lending, Loans, Credit, Mortgage Banking, Credit Analysis, Loan Origination, Underwriting, Loss Mitigation, Portfolio Management, FHA, Asset Management, Valuation, Process Improvement, Investments, Default, Residential Mortgages, Foreclosures, Mortgage Servicing, Real Estate, Risk Management
Education
California State University-Sacramento
BS, Finance
Washington State University
MBA, Finance
Paul Giannini's Wealthbridge Mortgage Experience August 2008 - February 2011
Job Servicing Consultant at Wealthbridge Mortgage
Industry Financial Services
Experience
Wealthbridge Mortgage August 2008 - February 2011
Wilmington Finance January 2007 - June 2008
Meritage Mortgage 1997 - 2006
Skills
Mortgage Banking, Mortgage Lending
Education
Loyola Marymount University, College of Business Administration 1987 — 1991
Bellarmine College Preparatory 1983 — 1987
High School
Wealthbridge Mortgage August 2008 - February 2011
Wilmington Finance January 2007 - June 2008
Meritage Mortgage 1997 - 2006
Skills
Mortgage Banking, Mortgage Lending
Education
Loyola Marymount University, College of Business Administration 1987 — 1991
Bellarmine College Preparatory 1983 — 1987
High School
Glendon Bremer's Wealthbridge Mortgage Experience March 2005 - March 2008
Job Loan Officer at Umpqua Bank Home Loans
Industry Financial Services
Experience
Umpqua Bank Home Loans April 2014 - Present
Sterling Bank April 2011 - April 2014
Alpine Mortgage August 2008 - April 2011
Wealthbridge Mortgage March 2005 - March 2008
MiCROresources Executive and Technical Search September 1993 - March 2005
Skills
VA loans, USDA, Sales, Residential Mortgages, Refinance, Recruiting, Mortgage Marketing, Mortgage Lending, Mortgage Banking, Marketing, Loans, Loan Origination, Investment Properties, First Time Home Buyers, FHA, Customer Service, Certified Mortgage...
Education
Arizona State University 1980 — 1982
Political Science
University of Nebraska-Lincoln 1978 — 1980
Umpqua Bank Home Loans April 2014 - Present
Sterling Bank April 2011 - April 2014
Alpine Mortgage August 2008 - April 2011
Wealthbridge Mortgage March 2005 - March 2008
MiCROresources Executive and Technical Search September 1993 - March 2005
Skills
VA loans, USDA, Sales, Residential Mortgages, Refinance, Recruiting, Mortgage Marketing, Mortgage Lending, Mortgage Banking, Marketing, Loans, Loan Origination, Investment Properties, First Time Home Buyers, FHA, Customer Service, Certified Mortgage...
Education
Arizona State University 1980 — 1982
Political Science
University of Nebraska-Lincoln 1978 — 1980
Craig Everett's Wealthbridge Mortgage Experience September 2008 - December 2009
Job Principal at Cairn Advisors LLC
Industry Financial Services
Experience
Cairn Advisors LLC December 2009 - Present
Wealthbridge Mortgage September 2008 - December 2009
Lime Financial (A Credit Suisse Company) June 2008 - October 2008
Principal Wealthbridge Mortgage July 1995 - June 2008
Skills
Loan Origination, Mortgage Lending, Loans, FHA, Refinance, Financial Advisory, Credit Analysis, Asset Management, Loss Mitigation, Investment Properties, Real Estate Financing, Real Estate, Residential Homes, Credit, Residential Mortgages, Mortgage Banking, Portfolio Management, Banking, Real Estate Economics, Underwriting, Loan Servicing
Education
University of California, Berkeley 1986 — 1990
Bachelor of Arts, History
Cairn Advisors LLC December 2009 - Present
Wealthbridge Mortgage September 2008 - December 2009
Lime Financial (A Credit Suisse Company) June 2008 - October 2008
Principal Wealthbridge Mortgage July 1995 - June 2008
Skills
Loan Origination, Mortgage Lending, Loans, FHA, Refinance, Financial Advisory, Credit Analysis, Asset Management, Loss Mitigation, Investment Properties, Real Estate Financing, Real Estate, Residential Homes, Credit, Residential Mortgages, Mortgage Banking, Portfolio Management, Banking, Real Estate Economics, Underwriting, Loan Servicing
Education
University of California, Berkeley 1986 — 1990
Bachelor of Arts, History
Kim Colvin's Wealthbridge Mortgage Experience November 2009 - April 2010
Job Credit Analyst at US Bank
Industry Banking
Experience
US Bank September 2010 - August 2012
Wealthbridge Mortgage November 2009 - April 2010
Dale Thomas Commercial HVAC December 2008 - August 2009
Bank Reale November 2007 - October 2008
Bank Reale August 2006 - October 2007
AmericanWest Bank February 2005 - May 2006
Bank of Whitman September 2003 - February 2005
Bank of Whitman May 2003 - August 2003
Bank of Whitman September 2002 - April 2003
Bank of Whitman September 2001 - August 2002
Skills
Credit Analysis, Loans, Banking, Credit, Accounts Payable, Accounts Receivable, Vendor Management, Bank Reconciliation, Account Reconciliation, Software Implementation, Loan Documents, Loan Compliance, Policy Writing, Call Reporting, Asset Management, Microsoft Excel, Microsoft Word, Timberline Accounting, Credit Risk
Education
Linfield College 2006 — 2008
Certificate, Accounting
Linfield College 1997 — 2001
BA, Finance
US Bank September 2010 - August 2012
Wealthbridge Mortgage November 2009 - April 2010
Dale Thomas Commercial HVAC December 2008 - August 2009
Bank Reale November 2007 - October 2008
Bank Reale August 2006 - October 2007
AmericanWest Bank February 2005 - May 2006
Bank of Whitman September 2003 - February 2005
Bank of Whitman May 2003 - August 2003
Bank of Whitman September 2002 - April 2003
Bank of Whitman September 2001 - August 2002
Skills
Credit Analysis, Loans, Banking, Credit, Accounts Payable, Accounts Receivable, Vendor Management, Bank Reconciliation, Account Reconciliation, Software Implementation, Loan Documents, Loan Compliance, Policy Writing, Call Reporting, Asset Management, Microsoft Excel, Microsoft Word, Timberline Accounting, Credit Risk
Education
Linfield College 2006 — 2008
Certificate, Accounting
Linfield College 1997 — 2001
BA, Finance
Kim Sanderson's Wealthbridge Mortgage Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
OnPoint Community Credit Union March 2013 - Present
OnPoint Community Credit Union March 2010 - February 2013
Safe Harbor Mortgage October 2008 - February 2010
Wealthbridge Mortgage 2007 - 2008
Meritage Mortgage 2002 - 2006
Meritage Mortgage Corporation - A NetBank Company 2002 - 2006
Skills
Mortgage Banking, Risk Management, Mortgage Lending, Credit Analysis, FHA, Loans
Education
Seattle Pacific University 1987 — 1989
Business and Accounting
OnPoint Community Credit Union March 2013 - Present
OnPoint Community Credit Union March 2010 - February 2013
Safe Harbor Mortgage October 2008 - February 2010
Wealthbridge Mortgage 2007 - 2008
Meritage Mortgage 2002 - 2006
Meritage Mortgage Corporation - A NetBank Company 2002 - 2006
Skills
Mortgage Banking, Risk Management, Mortgage Lending, Credit Analysis, FHA, Loans
Education
Seattle Pacific University 1987 — 1989
Business and Accounting
Todd Arola's Wealthbridge Mortgage Experience December 2008 - December 2010
Job Vice President, Director of Secondary Marketing Operations at MBank Inc.
Industry Financial Services
Experience
MBank Inc. January 2015 - Present
Loan Resolution Corporation August 2014 - December 2014
Timberline Servicing January 2011 - August 2014
Nike December 2010 - May 2011
Wealthbridge Mortgage December 2008 - December 2010
Merrill Lynch June 2006 - October 2008
Merrill Lynch April 2003 - June 2006
E*TRADE Financial January 2000 - February 2002
E*TRADE Financial April 1999 - December 1999
Wilshire Credit Corporation August 1997 - April 1999
Skills
Process Improvement, Databases, Loans, Analysis, Finance, Portfolio Management, Loss Mitigation, Mortgage Lending, Access, Management, Data Analysis, SQL, Loan Servicing
Education
Portland State University
BS, Economics
MBank Inc. January 2015 - Present
Loan Resolution Corporation August 2014 - December 2014
Timberline Servicing January 2011 - August 2014
Nike December 2010 - May 2011
Wealthbridge Mortgage December 2008 - December 2010
Merrill Lynch June 2006 - October 2008
Merrill Lynch April 2003 - June 2006
E*TRADE Financial January 2000 - February 2002
E*TRADE Financial April 1999 - December 1999
Wilshire Credit Corporation August 1997 - April 1999
Skills
Process Improvement, Databases, Loans, Analysis, Finance, Portfolio Management, Loss Mitigation, Mortgage Lending, Access, Management, Data Analysis, SQL, Loan Servicing
Education
Portland State University
BS, Economics
Chris Ringle's Wealthbridge Mortgage Experience July 2009 - November 2009
Job Teacher at Healthy Starts Children's Center at OHSU
Industry Staffing and Recruiting
Experience
Healthy Starts Children's Center at OHSU May 2012 - Present
CampusPoint January 2011 - May 2011
CampusPoint June 2010 - February 2011
Wealthbridge Mortgage July 2009 - November 2009
Arby’s June 2005 - July 2009
Teleperformance USA June 2000 - August 2002
Skills
Talent Acquisition, Recruiting, Access, Sales, Cold Calling, Management, Interviews, Social Networking, Customer Service, Social Media, Time Management, Marketing, Temporary Placement, Hiring, College Recruiting, Lead Generation, B2B, Photoshop, Sourcing
Education
University of Idaho 2002 — 2007
BFA, Graphic Design
Healthy Starts Children's Center at OHSU May 2012 - Present
CampusPoint January 2011 - May 2011
CampusPoint June 2010 - February 2011
Wealthbridge Mortgage July 2009 - November 2009
Arby’s June 2005 - July 2009
Teleperformance USA June 2000 - August 2002
Skills
Talent Acquisition, Recruiting, Access, Sales, Cold Calling, Management, Interviews, Social Networking, Customer Service, Social Media, Time Management, Marketing, Temporary Placement, Hiring, College Recruiting, Lead Generation, B2B, Photoshop, Sourcing
Education
University of Idaho 2002 — 2007
BFA, Graphic Design
Heather Marlin's Wealthbridge Mortgage Experience November 2009 - October 2010
Job Mortgage Servicing Consultant
Industry Financial Services
Experience
IBM Global Process Services June 2013 - Present
Westridge Mortgage March 2012 - June 2013
Fay Servicing July 2012 - November 2012
FCI Lender Services Inc. December 2010 - April 2012
Marix Servicing, LLC November 2010 - December 2010
Wealthbridge Mortgage November 2009 - October 2010
Merrill Lynch March 2002 - November 2009
Skills
Problem Solving, Negotiation, Excel, Client Relations, Access, Bankruptcy, Mortgage Lending, Mortgage Servicing, Microsoft Excel, Process Improvement, Team Building, Project Management, Operations Management, Sales, Leadership, Analysis, Default
Education
Portland Community College 1992 — 1994
General Studies
IBM Global Process Services June 2013 - Present
Westridge Mortgage March 2012 - June 2013
Fay Servicing July 2012 - November 2012
FCI Lender Services Inc. December 2010 - April 2012
Marix Servicing, LLC November 2010 - December 2010
Wealthbridge Mortgage November 2009 - October 2010
Merrill Lynch March 2002 - November 2009
Skills
Problem Solving, Negotiation, Excel, Client Relations, Access, Bankruptcy, Mortgage Lending, Mortgage Servicing, Microsoft Excel, Process Improvement, Team Building, Project Management, Operations Management, Sales, Leadership, Analysis, Default
Education
Portland Community College 1992 — 1994
General Studies