Wells Fargo Private Mortgage Bank

Description

Address: 530 5th Ave, New York, NY 10036 Phone: (212) 805-1112Place name: Category: : : Website: : : Hours: : : Website: https://www.wellsfargo.com/mortgage/private-mortgage-banking/ 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Mortgage Banking - Wells Fargo Posting publicly on the Web Write a review Reviews Be the first to review

Wells Fargo Private Mortgage Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Private Mortgage Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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67 Wells Fargo Private Mortgage Bank employees in database. Find out everything there's to know about Wells Fargo Private Mortgage Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Private Mortgage Bank Employees

Employee
Years
Job
Industry
Jessica Guzman Jessica Guzman Newport Beach, California Details
Jessica Guzman's Wells Fargo Private Mortgage Bank Experience March 2012 - Present
Job Mortgage Sales Associate at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage  October 2014 - Present
Wells Fargo Private Mortgage Bank   March 2012 - Present
Wells Fargo Home Mortgage  March 2011 - March 2012
Wells Fargo Financial  November 2005 - January 2011
Kendrick Osorio-Fashion Stylist   August 2010 - October 2010
CeN Creative Entertainment Network   July 2010 - September 2010
Wells Fargo Bank  June 2001 - November 2005

Skills
Leadership, Real Estate, Sales, Marketing, Mortgage Lending, Applicant Tracking..., Loans, Customer Service, Credit, Training, Banking, Loan Origination, Refinance, FHA, Mortgage Banking, Mortgage Underwriting

Education
Fullerton College   2006 — 2008
Bachelor of Arts (B.A.), Business Administration with a Concentration in Entreprenuership

California State University-Fullerton, Mihaylo College of Business and Economics   2001 — 2006
BA, Business Administration with a concentration in Entrepreneurship

Jesse Peralta Jesse Peralta Houston, Texas Area Details
Jesse Peralta's Wells Fargo Private Mortgage Bank Experience August 2009 - January 2014
Job Production Manager at Liberty Star Mortgage
Industry Financial Services
Experience
Liberty Star Mortgage, a branch of SNMC   May 2015 - Present
Bank of Texas  January 2014 - May 2015
Wells Fargo Private Mortgage Bank   August 2009 - January 2014
JP Capital Mortgage   June 1992 - December 2008

Skills
Corporate Relocation, Mortgage Banking, Refinance, Loans, Loan Origination, Mortgage Lending, Finance, Real Estate, Residential Homes, Investment Properties, Leadership, FHA, FHA financing, Underwriting, Residential Mortgages, Construction Loans, VA loans, USDA

Education
San Diego State University-California State University

Paul Cordero Paul Cordero Phoenix, Arizona Area Details
Paul Cordero's Wells Fargo Private Mortgage Bank Experience August 2012 - May 2013
Job Specialty Vegetable Sales Coordinator at Duncan Family Farms, LLC
Industry Farming
Experience
Duncan Family Farms, LLC   January 2014 - Present
Duncan Family Farms, llc   2014 - 2015
Duncan Family Farms, llc   2014 - 2015
Duncan Family Farms, llc   2014 - 2015
Whole Foods Market  August 2013 - January 2014
Crooked Sky Farms   May 2013 - August 2013
Wells Fargo Private Mortgage Bank   August 2012 - May 2013
Green Tree Servicing, LLC  October 2011 - August 2012
Green Tree Servicing  November 2009 - October 2011
Green Tree Servicing  December 2007 - December 2009

Skills
Food Systems, Organic Farming, Organic Products, Food, Organics, Fresh Produce, Sustainable Agriculture, Vegetables, Cooking

Education
Rio Salado College   2011 — 2013
Coursework in Sustainable Food Systems, Sustainable Food Systems

The University of Texas at San Antonio   1999 — 2004
Bachelor, Business Administration

Chamberlin Donna Chamberlin Donna San Francisco Bay Area Details
Chamberlin Donna's Wells Fargo Private Mortgage Bank Experience June 2003 - June 2008
Job Mortgage banker at Bank of the West
Industry Banking
Experience
Bank of the West  June 2008 - Present
Wells Fargo Private Mortgage Bank   June 2003 - June 2008

Skills
Mortgage Banking, Refinance, Mortgage Lending, Credit, Loans, Loan Origination, Short Sales, FHA, Residential Mortgages, REO, Real Estate Financing, Foreclosures, Banking, First Time Home Buyers, Construction Loans, USDA, Portfolio Management, FHA financing, Commercial Mortgages, Commercial Lending, Consumer Lending, Mortgage Underwriting, Reverse Mortgages, Investments, Cross Selling, Certified Mortgage..., Investment Properties, Loan Servicing, VA loans, Investors, Loss Mitigation, Government Loans, Real Estate, Credit Analysis, Real Estate Economics, Commercial Real Estate, Finance, Commercial Banking, Lines Of Credit, Small Business Lending, Referrals, Underwriting, VA Loans, FHA Financing

Education
Gavilan College
Financial Mathematics

Aaron Meilich Aaron Meilich Sacramento, California Area Details
Aaron Meilich's Wells Fargo Private Mortgage Bank Experience April 2009 - March 2011
Job VP Branch Manager at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank  April 2014 - Present
Golden Pacific Bank  April 2011 - April 2014
Wells Fargo Private Mortgage Bank   April 2009 - March 2011
Direct Mortgage Wholesale   2008 - 2009
SCME Mortgage Bankers  2001 - 2008
Accubanc Mortgage  1998 - 2001

Skills
Financial Planning, Goal Analysis, Project Execution, Product Marketing, CRM software, B2B Marketing, Credit Analysis, CRM, Sales, Mortgage Lending, Credit, Mortgage Banking, Commercial Lending, Residential Homes, Finance, Business Development, Project Management, Lines Of Credit, Strategic Financial..., Investors, Loans, Banking, FHA, Underwriting, Sales Management, Construction Loans, Refinance, Marketing, Investment Properties

Education
Sacramento City College   1992 — 1995
Strategic Business & Marketing

Michelle Bueno Michelle Bueno Parsippany, New Jersey Details
Michelle Bueno's Wells Fargo Private Mortgage Bank Experience October 2011 - August 2012
Job Loan Officer at First Guaranty Mortgage Corporation ®
Industry Financial Services
Experience
First Guaranty Mortgage Corporation ®  April 2014 - Present
HomeBridge Financial Services, Inc.   September 2012 - March 2014
Wells Fargo Private Mortgage Bank   October 2011 - August 2012
Bank of America  August 2010 - October 2011
Weichert Financial Services  March 1996 - August 2009

Skills
Mortgage Banking, Loan Origination, Refinance, Mortgage Lending, FHA, Mortgage Underwriting, VA loans, Residential Mortgages, Credit, FHA financing, Non-Conforming, Government Loans, USDA, Underwriting, Construction Loans, Certified Mortgage..., Loans, Home Equity Loans, Credit Analysis, Credit Risk, Banking, FHA Financing, VA Loans

Education
County College of Morris   1987 — 1998
General

Thomas Flood Thomas Flood Sarasota, Florida Area Details
Thomas Flood's Wells Fargo Private Mortgage Bank Experience October 2010 - October 2011
Job Supreme Lending Tampa Bay Market Leader
Industry Real Estate
Experience
Supreme Lending  October 2014 - Present
Flagstar Bank  September 2013 - October 2014
Wells Fargo Home Mortgage  October 2011 - September 2013
Wells Fargo Private Mortgage Bank   October 2010 - October 2011
Covenant Mortgage Corporation   October 2008 - October 2010
Countrywide Home Loans  February 2007 - August 2008
HomeBanc Mortgage Corporation  March 1988 - January 2007
Club 1235 Miami Beach   September 1985 - September 1987
Foutainbleau Hilton, Miami Beach   June 1984 - August 1985
Air Florida  December 1979 - June 1984

Skills
Real Estate Economics, Real Estate, Refinance, Team Leadership, FHA, Loan Origination, USDA, VA loans, Banking, Mortgage Lending, Foreclosures, Loans, Mortgage Banking, Product Marketing, First Time Home Buyers, Credit, Coaching, Residential Mortgages, Leadership, Customer Service, Sales, Analysis, Sales Management, Investment Properties, Public Speaking, Business Development, Strategic Planning, Selling, FHA financing, Mortgage Underwriting, Finance, Management, Certified Mortgage..., Residential Homes, Referrals, Commercial Lending

Education
Florida International University   1981 — 1983
Marketing

Jered Barger Jered Barger Greater San Diego Area Details
Jered Barger's Wells Fargo Private Mortgage Bank Experience August 2009 - November 2011
Job SVP, Division Manager at Union Bank. Rated #1 Banking Reputation in the Country!
Industry Banking
Experience
Union Bank  November 2011 - Present
Wells Fargo Private Mortgage Bank   August 2009 - November 2011
Wachovia, A Wells Fargo Company  August 2006 - October 2008
World Savings  August 1999 - August 2006

Skills
Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Loan Origination, Cross Selling, Retail Banking, Credit Analysis, Consumer Lending, Commercial Banking, Sales Management, Relationship Management, Underwriting, FHA, Commercial Lending, Residential Mortgages, Refinance

Education
San Diego State University-California State University   1995 — 2000
Bachelor of Science (BS)

Bakersfield High School

Anna Firsova Anna Firsova Greater New York City Area Details
Anna Firsova's Wells Fargo Private Mortgage Bank Experience October 2011 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank NMLSR#482259
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank   October 2011 - Present
Bank of America Home Finance   May 2009 - November 2011
JPMorgan Chase  2008 - 2009

Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Banking, Finance, Refinance, Credit, Loans, FHA, Residential Mortgages, VA loans, FHA financing, Investments

Education
Saint Petersburg State Mining Institute named after G. V. Plekhanov (Technical University)   1986 — 1990
BS, Geology

Maritza Morales Maritza Morales Raleigh-Durham, North Carolina Area Details
Maritza Morales's Wells Fargo Private Mortgage Bank Experience July 2008 - Present
Job Consumer Loan Underwriter at Wells Fargo Private Mortgage Bank
Industry Banking
Experience
State of NC  November 2009 - Present
Wachovia, A Wells Fargo Company  July 2008 - Present
Wachovia Mortgage, FSB  July 2008 - Present
Wells Fargo Private Mortgage Bank   July 2008 - Present
Wachovia Mortgage  June 2008 - April 2009
ARS  June 2007 - May 2008
VC  August 2005 - January 2007
ZC Sterling  June 2006 - December 2006
First Horizon Home Loans  August 2005 - January 2006
Banknorth Mortgage Group   July 2004 - April 2005

Education
Quinsigamond Community College   2000 — 2005
Business Administration

Quinsigamond Community College

Jamaal Burton Jamaal Burton Washington, District Of Columbia Details
Jamaal Burton's Wells Fargo Private Mortgage Bank Experience January 2008 - March 2010
Job Campus Recruiter at Capital One
Industry Human Resources
Experience
Capital One  February 2013 - Present
Wells Capital Management  February 2011 - February 2013
Freddie Mac  July 2010 - February 2011
Wells Fargo Private Mortgage Bank   January 2008 - March 2010
Wells Fargo Home Mortgage  February 2006 - January 2008
Wells Fargo Capital Finance  August 2005 - November 2005

Skills
Technical Recruiting, Recruiting, Human Resources, Employee Benefits, Benefits Administration, HRIS, training, Public Speaking, Public Relations, EEO, AAP, Employee Relations

Education
Shaw University   2004 — 2010
BA, political science

University of Maryland University College
MS, Human Resources Management and Services

Lisa Ballard Lisa Ballard Greater New York City Area Details
Lisa Ballard's Wells Fargo Private Mortgage Bank Experience April 2003 - August 2005
Job Executive Assistant at Bank of America Merrill Lynch
Industry Education Management
Experience
Bank of America Merrill Lynch  January 2015 - Present
Ballard Tutoring Services   May 2012 - Present
Ballard Tutoring Services   March 2011 - Present
Scholastic  June 2013 - January 2015
College of New Rochelle - School of New Resources   January 2013 - May 2013
Franklin K. Lane High School  September 2009 - January 2011
Sarah Lawrence College - Summer Writer's Workshop   July 2010 - July 2010
Valhalla Correctional Facility, Right to Write Program   September 2009 - May 2010
Bank of America Securities, Financial Sponsors Group   September 2005 - March 2009
Wells Fargo Private Mortgage Bank   April 2003 - August 2005

Skills
Fiction, Non-fiction, Novels, Short Stories, Fiction Writing, Freelance Writing, Creative Writing, Copy Editing, Proofreading, Editing, Memoir, Poetry, Books, Ghostwriting, Book Reviews, Journalism, Published Author, Creative Non-fiction, Web Content, Blogging, Teaching, Nonprofits, Research, Copywriting, Tutoring, Newsletters, Editorial, Fact-checking, Literature

Education
Sarah Lawrence College   2009 — 2012
Master of Fine Arts (MFA), Poetry

New York University   2002 — 2007
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Ryan James O'Connor Ryan James O'Connor Tampa/St. Petersburg, Florida Area Details
Ryan James O'Connor's Wells Fargo Private Mortgage Bank Experience March 2011 - January 2015
Job Vice President Private Client Services at Bank United
Industry Banking
Experience
BankUnited  January 2015 - Present
Wells Fargo Private Mortgage Bank   March 2011 - January 2015
Regions Bank  February 2007 - March 2011
Wells Fargo Home Mortgage  February 2005 - December 2007
Wells Fargo Home Mortgage  February 2002 - March 2004
Bank of America  January 2000 - January 2002

Skills
Team Leadership, Wealth Management, Private Wealth..., Mortgage Banking, Mortgage Lending, Investment Banking, Banking, Financial Analysis, Financial Management, Financial Reporting, Real Estate, Real Estate Finance, Real Estate Development, Risk Management, Commercial Lending, Credit, Credit Analysis, FHA, Finance, Investment Properties, Leadership, Loan Origination, Loan Servicing, Loans, Managerial Finance, Real Estate Economics, Real Estate Transactions, Refinance, Residential Mortgages, Underwriting, Wealth Management..., FHA financing, USDA, Consumer Lending, Small Business Lending, FHA Financing

Education
Saint Petersburg College
Associate's degree, Business

Gateway College Leicester, England   1997 — 1999
Business, Business Administration and Management, General

CERAM Sophia Antipolis   1993 — 1997
High School, French Studies

Charles Bratten Charles Bratten Palm Beach, Florida Details
Charles Bratten's Wells Fargo Private Mortgage Bank Experience April 2011 - Present
Job Private Mortgage Banker / Leaders Club Member at Wells Fargo Private Mortgage Banking
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   April 2011 - Present
PNC Mortgage / Fidelity Federal Bank & Trust   2000 - 2011

Education
Auburn University   1986 — 1991
Bachlors of Science, Business Administration

Brooke Bell Brooke Bell San Antonio, Texas Area Details
Brooke Bell's Wells Fargo Private Mortgage Bank Experience May 2011 - January 2013
Job Home Mortgage Associate
Industry Banking
Experience
Wells Fargo Home Mortgage  July 2015 - Present
Family Violence Prevention Services, Inc.   February 2014 - 2015
Wells Fargo Private Mortgage Bank   May 2011 - January 2013
St. David's Episcopal Church & School   August 2008 - May 2011
Wells Fargo Home Mortgage  June 2007 - May 2011
Texas Biomedical Research Forum   May 2006 - May 2007
PrimeTime Newspapers   May 1998 - May 2006
YPO-WPO  1999 - 2006
Family Violence Prevention Services  1997 - 2004
Adam's Mark Hotels  January 1997 - September 1999

Skills
Public Relations, Fundraising, Marketing Communications, Public Speaking, Mortgage Lending, Refinance, Loan Origination, Loans, Mortgage Banking, Credit, Banking, Residential Homes, Underwriting, Credit Analysis, Residential Mortgages, Real Estate, Community Outreach, Sales, Event Planning

Education
The University of Texas at Austin   1993 — 1995
M.A., Communication

Vanderbilt University   1988 — 1992
B.A., Literature, Communication

Saint Mary's Hall   1984 — 1988

Scott Beckett Scott Beckett West Palm Beach, Florida Area Details
Scott Beckett's Wells Fargo Private Mortgage Bank Experience February 2011 - April 2012
Job Mortgage Consultant at Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage Company NMLS 3274   June 2015 - Present
Wells Fargo Private Mortgage Bank   February 2011 - April 2012
SunTrust Mortgage  June 2004 - May 2009
SunTrust Mortgage  July 2001 - May 2004
SunTrust Bank  June 1993 - June 2001
Barnett Bank of Florida  May 1991 - June 1993
First Union  March 1989 - May 1991
Florida National Bank  July 1984 - March 1989
Guaranty National Bank, Huntington, W.VA   February 1974 - July 1984

Skills
Credit Cards, Credit, Mortgage Lending, Underwriting, Loans, Commercial Lending, Banking, Portfolio Management, Leadership, Residential Mortgages, Finance, Investment Properties, Management, Commercial Banking, Wealth Management, VA loans, Retail Banking, FHA, Mortgage Banking, Investments, New Business Development, USDA, Consumer Lending, Credit Risk, Financial Analysis, Refinance, Commercial Mortgages, Loan Origination, Credit Analysis, Small Business Lending, Private Banking, Lines Of Credit

Education
The Graduate School of Banking of the South at LSU   1982 — 1985
Graduate Banking Degree, Banking

Marshall University   1973 — 1979
Bachelor of Arts (B.A.), Economics Major, Finance Minor

Barboursville High School

Jeffrey Lavoie (NMLSR ID: 409972) Jeffrey Lavoie (NMLSR ID: 409972) Tacoma, Washington Details
Jeffrey Lavoie (NMLSR ID: 409972)'s Wells Fargo Private Mortgage Bank Experience April 2008 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   April 2008 - Present
Washington Mutual  February 1994 - April 2008

Skills
Mortgage Banking, VA loans, FHA, Mortgage Lending, Credit, USDA, Non-Conforming, Loans, Mortgage Underwriting, Loan Origination, Refinance, Residential Mortgages, Home Equity Loans, Real Estate, First Time Home Buyers, Government Loans, Investment Properties, FHA financing, Certified Mortgage..., Home Equity Lines of..., Construction Loans, Consumer Lending

Education
Washington State University   1984 — 1987
Bachelor of Arts, Business

Marion Military Institute   1982 — 1984
AA, General Studies

May Matsui May Matsui Menlo Park, California Details
May Matsui's Wells Fargo Private Mortgage Bank Experience January 2011 - January 2014
Job Business Operations Manager at Common Sensonomics Wealth Management
Industry Investment Management
Experience
Common Sensonomics Wealth Management   January 2015 - Present
Wells Fargo Private Mortgage Bank   January 2011 - January 2014
Addison Avenue Federal Credit Union (formerly HP Credit Union)   February 2003 - December 2010
Coast Capital   2005 - 2007
Addison Avenue Federal Credit Union  2003 - 2005
Countrywide  2002 - 2003
Provident Funding Associates L.P.   2001 - 2002

Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Banking, Mortgage Underwriting, Real Estate Transactions, Real Estate Financing, Real Estate, Account Management, Customer Service, Credit Analysis, Mortgage, Home, Compliance, Operation Management, Business Development, Project Management, Team Building, Leadership, QuickBooks, Small Business..., Strategic Planning, Marketing Strategy, Marketing Management, Residential Mortgages, Finance, USDA, Credit Unions, Consumer Lending, Loan Origination

Education
California State University-Sacramento   1998 — 2001
BS, Finance/Business

Alyssa Danzig Alyssa Danzig Greater New York City Area Details
Alyssa Danzig's Wells Fargo Private Mortgage Bank Experience July 2009 - Present
Job Mortgage Sales Manager,NMLSR ID413952
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   July 2009 - Present
New York Real Estate Institute  January 2011 - February 2012
JP Morgan Chase  June 1989 - July 2009

Skills
Real Estate, First Time Home Buyers, Mortgage, Mortgage Banking, Customer Service, Sales, Loans, Investment Properties, Credit, FHA, Banking, Loan Origination, Refinance, Residential Mortgages, FHA financing, VA loans, Mortgage Lending

Education
Syracuse University - Martin J. Whitman School of Management   1983 — 1987
BS, Marketing Management

Lisa Dillon Eppley Lisa Dillon Eppley Greater Atlanta Area Details
Lisa Dillon Eppley's Wells Fargo Private Mortgage Bank Experience September 2010 - June 2014
Job Sr Private Mortgage Banker
Industry Financial Services
Experience
Private  June 2014 - Present
DLK Properties   October 2002 - August 2014
Wells Fargo Private Mortgage Bank   September 2010 - June 2014
Wells Fargo  2010 - 2011
Five Star Mortgage, LLC  January 2009 - May 2010
Faith Funding Group, Inc.   October 2001 - December 2008

Skills
Mortgage Lending, Mortgage Banking, Loans, Management, Portfolio Management, Residential Homes, Construction Loans, Finance, Referrals, Mortgage Marketing, Financial Services, Small Business, Wealth Management, Strategic Planning, Risk Management, Credit, Team Building, Process Improvement, Training, Time Management, Negotiation, Contract Negotiation, Leadership, Business Analysis, Financial Analysis, Business Development, Sales Management, Operations Management, Account Management, Microsoft Office, New Business Development, Budgets, Credit Analysis, Team Leadership, Business Strategy, Microsoft Excel, Customer Satisfaction, Real Estate, Sales, Refinance

Education
Banking and Financial Sciences   2009 — 2012
Certified Financial Investigator, Finance, Banking, Lending, 4.25

Georgia State University
Bachelor of Business Administration (B.B.A.), Economics Accounting Finance, High

Courtney Hamlett Courtney Hamlett Raleigh-Durham, North Carolina Area Details
Courtney Hamlett's Wells Fargo Private Mortgage Bank Experience September 2014 - July 2015
Job Loan Coordinator at River Community Bank, NA
Industry Financial Services
Experience
River Community Bank, NA  July 2015 - Present
Wells Fargo Private Mortgage Bank   September 2014 - July 2015
PNC Mortgage  October 2013 - September 2014
Wells Fargo Home Mortgage  February 2012 - October 2013
Digi Tech Studio   August 2010 - December 2010
Smitty's Grille   February 2010 - November 2010
Prospect Mortgage, LLC  February 2010 - October 2010
Mogo  May 2010 - July 2010
Wells Fargo Home Mortgage  October 2007 - February 2010
Go Realty  2010 - 2010

Skills
Mortgage License, Sales, Management, Real Estate, Mortgage Lending, Finance, Loans, Merchandising, Market Planning, Social Networking, Recruiting, Selling, Sales Management, Customer Service, Time Management, CRM, SEM, Teamwork, Leadership, Account Management, New Business Development, Business Development, Business Planning, Credit, Analysis, Banking

Education
Appalachian State University   1997 — 2000
Bachelor of fine and applied arts, Clothing and Textiles with emphasis on Marketing and Merchandising

Justin Gilchrist Justin Gilchrist New York, New York Details
Justin Gilchrist's Wells Fargo Private Mortgage Bank Experience June 2011 - August 2011
Job Treasury Services Sales Associate at J.P. Morgan Corporate & Investment Bank
Industry Financial Services
Experience
J.P. Morgan   January 2014 - Present
J.P. Morgan   June 2012 - January 2014
Florida State University  May 2011 - January 2012
Wells Fargo Private Mortgage Bank   June 2011 - August 2011

Skills
Investments, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Economics, Equity Derivatives, Interest Rate..., Visual Basic, Public Speaking, Credit, Leadership, Bloomberg, Risk Management, Equities

Education
Florida State University   2008 — 2012
Bachelors of Science, Finance

Florida State University   2008 — 2012
Bachelors of Science, Economics

Thomas Aherne Thomas Aherne Houston, Texas Details
Thomas Aherne's Wells Fargo Private Mortgage Bank Experience December 2012 - October 2013
Job Budget Analyst at U.S. Army Reserve
Industry Military
Experience
U.S. Army Reserve   December 2013 - Present
Wells Fargo Private Mortgage Bank   December 2012 - October 2013
U.S. Army   January 1989 - July 2012
Premier Home Loans   February 1998 - January 2009
Providian Bank Corp.   May 1993 - January 1996

Skills
MS Word, Excel, &..., Administrator and..., Familiar with..., Familiar with GAAP, Management, Microsoft Excel, Loan Origination, Mortgage Underwriting, VA Home Loans, Budgets, Recruiting

Education
San Francisco State University   1990 — 1993
U.S. History

Steve Kinzler Steve Kinzler Charlotte, North Carolina Area Details
Steve Kinzler's Wells Fargo Private Mortgage Bank Experience 2004 - 2009
Job SVP/ Market Executive
Industry Banking
Experience
NewDominion Bank  September 2011 - Present
NewDominion Bank  September 2011 - Present
First Citizens Bank  February 2010 - September 2011
PIEDMONT BANK  February 2008 - February 2010
Wells Fargo Private Mortgage Bank   2004 - 2009

Skills
Commercial Lending, Loans, Small Business Lending, Retail Banking, Commercial Banking, Mortgage Banking, Sales Management, Cross-functional Team..., Lead Generation, Banking, Credit, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Lending, USDA, Underwriting, Asset Based Lending, Relationship Management, Consumer Lending

Education
North Carolina State University   1980 — 1984
BS Economics and Forestry, Economics and Forestry

Ross Garcia Ross Garcia Burlingame, California Details
Ross Garcia's Wells Fargo Private Mortgage Bank Experience December 2011 - April 2015
Job Partner & Mortgage Broker at PREI Capital Group
Industry Financial Services
Experience
PREI Capital Group   April 2015 - Present
Wells Fargo Private Mortgage Bank   December 2011 - April 2015
Wells Fargo Bank  December 2009 - December 2010
PREI Capital Group   January 2009 - November 2009

Skills
Loan Origination, Strategic Planning, Credit and cash flow..., Mortgage Lending, Portfolio Management, Underwriting, Real Estate, Investments, Real Estate Economics, Strategic Financial..., Sales, Investment Properties, Financial Modeling, Financial Analysis, Asset Management, Real Estate Transactions

Education
University of California, Santa Barbara   2004 — 2008
Bachelor's, Business Economics

CA Real Estate Broker - CA DRE #01896272

University of San Francisco

University of San Francisco

University of San Francisco

Keith W. Stiles Keith W. Stiles Washington D.C. Metro Area Details
Keith W. Stiles's Wells Fargo Private Mortgage Bank Experience October 2011 - Present
Job Branch Manager at Wells Fargo Private Mortgage Bank NMLS #483774
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   October 2011 - Present
Bank of America Home Loans  1998 - October 2011

Skills
Mortgage Lending, Credit, Mortgage Banking, Back Office, Loan Origination, FX Options, Commercial Lending, Loans, Residential Mortgages, Construction Loans, Refinance, Consumer Lending, Commercial Banking, Retail Banking, FHA, Banking, Credit Risk, Underwriting, VA loans, Credit Analysis, Real Estate, Finance, FHA financing, FHA Financing, VA Loans

Education
Bloomsburg University of Pennsylvania   1990 — 1994

John Petersen John Petersen Bethesda, Maryland Details
John Petersen's Wells Fargo Private Mortgage Bank Experience March 2015 - Present
Job Branch Manager
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank   March 2015 - Present
Sandy Spring Bank  May 2012 - February 2015
Bank of America Mortgage  April 1994 - May 2012

Skills
Mortgage Banking, Residential Purchases, Loans, Credit Analysis, Purchasing, Construction Loans, Underwriting, Sales Management, Customer Service, Loan Origination, Credit, Sales, FHA financing, Mortgage Lending, Real Estate, VA loans, Reverse Mortgages, FHA, Refinance, Residential Mortgages, Banking, USDA, REO, Consumer Lending, First Time Home Buyers

Education
Salisbury University - Perdue School of Business   1982 — 1986

Nagy Henein Nagy Henein Westlake Village, California Details
Nagy Henein's Wells Fargo Private Mortgage Bank Experience April 2011 - January 2013
Job Regional Vice President at First Bank Mortgage
Industry Financial Services
Experience
First Bank  March 2014 - Present
Banc Home Loans, Division of Banc of California , NA   January 2013 - Present
Wells Fargo Private Mortgage Bank   April 2011 - January 2013
Bank of America  July 2009 - March 2011
The Greater Mortgage Corporation   January 1987 - July 2009
MetroBank, NA  January 1983 - December 1987
Cross Capital, LTD   January 1977 - December 1982

Skills
Mortgage Banking, Purchase Financing, Underwriting, High Net Worth..., Construction Loans, Home Equity Loans, Home Equity Lines of..., Refinance, Recruiting, Credit Analysis, P&L Responsibility, Fulfillment Services, Mortgage Lending, Business Strategy, New Business Development, Recruitments, Executive Management, Entrepreneurship, Public Relations, FHA financing, Management, Mortgage Underwriting, Executive-Level..., Financial Structuring, Financial Projection, Executive Performance, Home Builders, Operation Optimization, Educational Consulting, Business Perspective, Market Penetration, Marketing, Strategist, Residential Homes, Commercial Lending, Loan Origination, FHA, Residential Mortgages, Investors, VA loans, Reverse Mortgages, USDA, Certified Mortgage..., Loans, Credit, Real Estate Financing, Commercial Mortgages, Government Loans, Real Estate Economics, Loan Servicing

Education
New York University   1974 — 1978
Finance and Financial Management Services

Jeff Priapi Jeff Priapi San Francisco Bay Area Details
Jeff Priapi's Wells Fargo Private Mortgage Bank Experience July 2006 - July 2008
Job Account Executive at Gartner
Industry Computer Networking
Experience
Gartner  May 2011 - March 2013
NxRev  November 2008 - July 2009
Wells Fargo Private Mortgage Bank   July 2006 - July 2008
American Home Mortgage  April 2003 - June 2006
Arrow Electronics  December 1999 - April 2003

Skills
CXO level engagement, Contract Negotiation, Strategic Planning, B2B, New Business Development, Salesforce.com, Account Management, Sales Process, Direct Sales, Sales Management, SaaS, Business Development, Sales, Strategic Partnerships, Sales Operations, Customer Insight, Product Management, Cloud Computing, Product Marketing, Start-ups, Strategy, CRM

Education
University of California, Los Angeles
BA

Javier Barrenechea Javier Barrenechea Miami/Fort Lauderdale Area Details
Javier Barrenechea's Wells Fargo Private Mortgage Bank Experience October 2011 - May 2014
Job Mortgage Banking Officer at BBVA
Industry Banking
Experience
BBVA  May 2014 - Present
Wells Fargo Private Mortgage Bank   October 2011 - May 2014
Regions Financial Corporation  2010 - 2011
Bank of America  2010 - 2010
Bank of America/Countrywide Home Loans  2006 - 2008
Evofi   2006 - 2008
Washington Mutual  1998 - 2006

Skills
Loan Origination, Mortgage Banking, FHA, Mortgage Lending, Refinance, VA loans, Residential Mortgages, Loans, FHA financing, Reverse Mortgages, USDA, Mortgage Underwriting, Certified Mortgage..., Government Loans, Consumer Lending, Banking, Construction Loans, Real Estate Financing

Education
Florida International University   1997 — 2000
BA, Finance

State Of Florida
Licensed Loan Originator

Rachel Sippel NMLSR ID 884643 Rachel Sippel NMLSR ID 884643 Bridgeville, Pennsylvania Details
Rachel Sippel NMLSR ID 884643's Wells Fargo Private Mortgage Bank Experience February 2012 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   February 2012 - Present
Wells Fargo Home Mortgage  January 2009 - February 2012
Washington Mutual  August 2000 - September 2008

Skills
Credit Analysis, Customer Satisfaction, Mortgage Underwriting, Customer Relations, Mortgage Lending, Customer Service, FHA, Finance, Loan Origination, Residential Mortgages, Underwriting

Education
Duquesne University
Liberal Arts

Matthew DeRosa Matthew DeRosa Glenview, Illinois Details
Matthew DeRosa's Wells Fargo Private Mortgage Bank Experience 2001 - 2008
Job Private Mortgage Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Banking  2014 - Present
Equity Mortgage Lending  2013 - Present
Nationwide Insurance Company  2010 - 2012
Sklar Williams L.L.P.   2008 - 2010
Wells Fargo Home Mortgage  2008 - 2010
Wells Fargo Private Mortgage Bank   2001 - 2008
Harrah's Joliet Casino & Hotel   1998 - 1999
Circus  1997 - 1998

Skills
Credit, Mortgage Lending, Banking, Loans, Insurance, Underwriting, Investments, Retirement Planning, Commercial Lending, Mortgage Banking, Credit Analysis, Residential Mortgages, Relationship Management, Finance, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management

Education
University of Nevada-Las Vegas   1993 — 1997
Bachelor of Science, Hotel Administration

Carrie L. Ramirez Carrie L. Ramirez San Francisco Bay Area Details
Carrie L. Ramirez's Wells Fargo Private Mortgage Bank Experience January 2012 - September 2013
Job Talent Manager/Recruiter Finance & Accounting at Kforce Inc cramirez@kforce.com
Industry Staffing and Recruiting
Experience
Kforce Inc  March 2015 - Present
Robert Half Finance/Accounting Operations   January 2014 - March 2015
Bank of America  September 2013 - December 2013
Wells Fargo Private Mortgage Bank   January 2012 - September 2013
Sagaria Law   June 2008 - June 2011
Wells Fargo Private Mortgage Bank   August 2006 - June 2008
Equitas Capital  2003 - 2006
Karna Global Technologies  1999 - 2003
Heuristcs Search, Inc.   1996 - 1999
Aquent  April 1997 - April 1998

Skills
Business Development, Recruiting, Training, Management, Strategic Partnerships, Strategy, Sales, Leadership, CRM, Account Management, Mortgage Banking, Loan Origination, Loans, Finance, Customer Satisfaction, Performance Management, Sourcing, Networking, Sales Management, Coaching, Great Motivator, Marketing, Talent Management, New Business Development, Payroll, Time Management, Hiring, Talent Acquisition, Project Management, Technical Recruiting, Human Resources, Accounting, Analysis, Internet Recruiting, Executive Search, Vendor Management, Start-ups, Financial Analysis, Forecasting, Consulting, Team Building, Interviews, College Recruiting, Process Improvement, Career Development, Employee Relations, Customer Service, Sarbanes-Oxley Act, Staffing Services

Education
University of Arizona   1994 — 1996
Business Administration and Management, General

Mark C. Hall Mark C. Hall Santa Barbara, California Area Details
Mark C. Hall's Wells Fargo Private Mortgage Bank Experience April 2010 - December 2013
Job Mortgage Advisor Opes Advisors (NMLS#233293) ............ (805) 8951996
Industry Financial Services
Experience
Opes Advisors  April 2015 - Present
PNC Mortgage  December 2013 - April 2015
Wells Fargo Private Mortgage Bank   April 2010 - December 2013
JPMorgan CHASE  February 1994 - April 2010
JP Morgan Chase  February 1994 - January 2010
Ventura County National Bank   1989 - 1992

Skills
Refinance, Mortgage Lending, Mortgage, Mortgage Banking, Credit, Loans, Sales, Strategic Financial..., FHA, Loan Origination, Investments, Sellers, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Construction Loans, Investment Properties, Government Loans, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Real Estate

Education
University of California, Santa Barbara   1977 — 1982
BA, General Biology/Cell Physiology

Palos Verdes High School   1975 — 1977

Jay Jacobs Jay Jacobs Ventura, California Details
Jay Jacobs's Wells Fargo Private Mortgage Bank Experience March 2015 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank NMLSR ID: 289157
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   March 2015 - Present
OnQ Financial  July 2010 - March 2015
Pacfic Coast Lending   October 2008 - July 2010
Wells Fargo Home Mortgage  October 2004 - January 2008
Bank of America  November 1991 - October 2004
Norwest Financial  1985 - 1991

Skills
Recruiting, New Hire Training, Mentoring New Hires, Staff Development, New Business Development, Coaching, Follow-up Sales Activity, Mortgage Lending, Loans, First Time Home Buyers, Refinance, Investment Properties, Referrals, FHA, Mortgage Marketing, Finance, Real Estate, Residential Homes, Investments, Loan Origination, REO, Foreclosures

Education
California State University-Chico
Bachelor’s Degree, Business Administration

Misty Smart Misty Smart San Francisco Bay Area Details
Misty Smart's Wells Fargo Private Mortgage Bank Experience February 2013 - Present
Job Loan Administration Manager at Wells Fargo Private Mortgage Bank
Industry Real Estate
Experience
Wells Fargo Private Mortgage Bank   February 2013 - Present
North Valley Bank  January 2012 - January 2013
Pinnacle Capital Mortgage  March 2010 - January 2012
Plaza Home Mortgage, Inc  March 2009 - December 2009
First California Mortgage  May 2008 - March 2009
New Century Mortgage CorporationCalifornia   August 2002 - March 2007
North American Mortgage Company  1992 - 2000

Skills
Marketing, Sales, Residential Mortgages, Sales Operations

Education
Sonoma State University
Bachelor's Degree, Business Management

Julie Sabo Julie Sabo Myrtle Beach, South Carolina Area Details
Julie Sabo's Wells Fargo Private Mortgage Bank Experience September 2010 - Present
Job Private mortgage banker at Wells Fargo Private Mortgage Bank
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank   September 2010 - Present
PrimeLending  February 2010 - September 2010
Equity Services, Inc.   May 2002 - May 2010
Atlantic Bay Mortgage Group  May 1999 - May 2002

Education
Coastal Carolina University   1996 — 1999
Education, Elementarty _Special Education

Zach Powell Zach Powell Eatontown, New Jersey Details
Zach Powell's Wells Fargo Private Mortgage Bank Experience April 2014 - September 2014
Job Mortgage Consultant at Two River Community Bank
Industry Banking
Experience
Two River Community Bank  September 2014 - Present
Wells Fargo Private Mortgage Bank   April 2014 - September 2014
Caliber Funding  January 2013 - December 2013
Customized Mortgage Solutions  June 2009 - December 2012
Equity Source Home Loans, LLC  June 2009 - May 2011

Skills
Mortgage Lending, FHA Financing, Loans, Construction Loans, Customer Service, Refinance, Residential Mortgages

Education
Rowan University   2005 — 2009
Bachelor's Degree, Finance

Jason Farina Jason Farina Greater New York City Area Details
Jason Farina's Wells Fargo Private Mortgage Bank Experience April 2007 - May 2014
Job Home Lending Sales Manager at EverBank NMLS ID# 420562
Industry Banking
Experience
EverBank  May 2014 - Present
Wells Fargo Private Mortgage Bank   April 2007 - May 2014
Chase Home Finance  August 2003 - April 2007
MetLife  March 2002 - June 2003

Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Credit, Financial Advisory, Financial Services, Loan Origination, First Time Home Buyers, Finance, Funding, Refinance, Lines Of Credit, Commercial Lending, FHA, Credit Analysis, FHA financing, Underwriting, Reverse Mortgages, Cross Selling, Commercial Mortgages, Banking, VA Loans, FHA Financing, Sales, Management, Wealth Management, Investment Properties, Real Estate, Investments, Consumer Lending, Real Estate Financing, Construction Loans, Real Estate Transactions, Leadership, Financial Analysis

Education
S.U.N.Y STONY BROOK   1995 — 1999
B.A., Sociology

Andy W. Ma Andy W. Ma Cupertino, California Details
Andy W. Ma's Wells Fargo Private Mortgage Bank Experience March 2013 - Present
Job Private Mortgage Banking Sales Supervisor NMLS 376134 at Wells Fargo Private Mortgage Bank
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank   March 2013 - Present
Wells Fargo Private Mortgage Bank   November 2011 - Present
BayCal Finanical Corporation ( West San Jose Office)   August 2010 - January 2012
Providence  April 2007 - August 2010
Baycal Financial  April 1999 - April 2005
Kikusushi   April 1997 - August 2000

Skills
Mortgage Lending, Credit, Mortgage Banking, Customer Service, Microsoft Excel, Negotiation, Sales Management, Banking, Real Estate, Marketing, PowerPoint, Management, Strategic Planning, Finance, Pipeline Management, Cooking, Catering, Banquets, Training, Statistics, Econometrics, Project Management, Teaching, Economics, Sales, Loans, Refinance, Investment Properties, Residential Mortgages, Investments

Education
Le Cordon Bleu College of Culinary Arts-Pasadena   2006 — 2007
Associate's degree, Culinary Arts/Chef Training

California State Polytechnic University-Pomona   2000 — 2005
Bachelor of Science, Economics

Monta Vista   1996 — 2000

Chalon Goodley Chalon Goodley Spring, Texas Details
Chalon Goodley's Wells Fargo Private Mortgage Bank Experience October 2011 - January 2015
Job Mortgage Banker / Loan Officer
Industry Financial Services
Experience
Amegy Mortgage Company, L.L.C.   September 2015 - Present
BB&T  June 2015 - September 2015
Wells Fargo Private Mortgage Bank   October 2011 - January 2015
Envoy Mortgage, Ltd., Houston, Texas   November 2008 - September 2011
Countrywide Home Loans / Bank of America Home Loans   August 2006 - October 2008
Wells Fargo Home Mortgage  June 2003 - August 2006
Cendant Mortgage  May 2000 - June 2003
MegAmerica Mortgage   June 1995 - May 2000
Bank One Mortgage  January 1990 - June 1995

Skills
Mortgage Lending, Real Estate, FHA, Credit, Loans, Banking, Customer Service, Mortgage Banking, Sales, Residential Mortgages, Coaching, Negotiation, Team Building, Refinance, Investment Properties, Finance, Loan Origination, First Time Home Buyers, Management, Real Estate Transactions, Leadership, Fundraising

Education
Manousso Mediation & Alternative Dispute Resolution Services   2011 — 2011
Mediation, Alternative Dispute Resolution

Houston Community College   1983 — 1984

Chad VanVorst Chad VanVorst Arlington, Virginia Details
Chad VanVorst's Wells Fargo Private Mortgage Bank Experience October 2011 - Present
Job Together Everyone Achieves More
Industry Financial Services
Experience
Wells Fargo - Private Mortgage Bank  October 2011 - Present
Wells Fargo  August 2010 - October 2011
Insurance Designers  January 2010 - August 2010
Interchange Brokerage Services, Inc - CAPITAS Financial, LLC   February 2003 - July 2009
Edward Jones  December 2000 - December 2002
MassMutual Financial Group  September 1997 - December 2000

Skills
Retirement, Management, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Sales, Strategic Planning, Retirement Planning, Risk Management, 401k, Outlook, Account Management, Customer Service, Leadership, Series 6, Investments, Sales Process, Long-term Care, Fixed Annuities, Wealth Management, Strategic Financial..., Financial Planning

Education
Southwest Minnesota State University   1994 — 1997
Philosophy & Business Law

North Hennepin Community College   1991 — 1994
A.S., A.A., Business Finance & Liberal Arts

Raphael M. Verdile III Raphael M. Verdile III Cincinnati, Ohio Details
Raphael M. Verdile III's Wells Fargo Private Mortgage Bank Experience May 2009 - June 2009
Job Manager at Treliant Risk Advisors
Industry Banking
Experience
Treliant Risk Advisors  June 2015 - Present
Fifth Third Bank  April 2011 - 2015
Finacle   October 2010 - April 2011
FDIC  June 2009 - November 2010
Wells Fargo Private Mortgage Bank   May 2009 - June 2009
Washingto Mutual/JP Morgan Chase   December 2006 - January 2009
Washington Mutual  September 2003 - December 2006
Self Employed Contract Underwriter   1991 - 2003

Skills
Loans, Underwriting, Credit, Compliance, Banking, Financial Risk, Credit Risk, Retail Banking, Risk Management, Due Diligence, Financial Services, Analysis, Loan Origination, Portfolio Management, Internal Audit, FHA, Mortgage Lending

Education
American Institute of Bankers   2005 — 2010
CRCM, Fair Lending and Compliance Regulations

College of the Holy Cross   1980 — 1984
BA, History

Deanna Emerson Deanna Emerson Dallas/Fort Worth Area Details
Deanna Emerson's Wells Fargo Private Mortgage Bank Experience December 2011 - February 2013
Job Credit/Risk Mortgage Underwriter
Industry Financial Services
Experience
Wells Fargo  March 2015 - Present
Wells Fargo Home Mortgage  September 2014 - March 2015
Wells Fargo Private Mortgage Bank   December 2011 - February 2013
Bank of America  March 2010 - November 2010
Wells Fargo Reverse Mortgage  March 2006 - November 2010
Wells Fargo Home Mortgage  May 2005 - March 2006
Wells Fargo Home Mortgage  November 2000 - May 2005

Skills
FHA, Reverse Mortgages, Excel, LIS, LPS, Underwriting, Retail, Change Management, Team Building, Process Improvement, Compliance, Credit, Mortgage Lending, VA

Education
Simpson College   2000 — 2005
BSA, Business Management

Jill Kaiser Jill Kaiser Phoenix, Arizona Area Details
Jill Kaiser's Wells Fargo Private Mortgage Bank Experience April 2001 - July 2007
Job Teacher
Industry Education Management
Experience
Benchmark Elementary and Preschool   July 2011 - Present
Wells Fargo Bank  July 2007 - November 2010
Wells Fargo Private Mortgage Bank   April 2001 - July 2007

Education
Northern Arizona University
Bachelor of Science, Education

Mark Smigelski Mark Smigelski San Francisco Bay Area Details
Mark Smigelski's Wells Fargo Private Mortgage Bank Experience September 2009 - Present
Job Lending Officer at Wells Fargo Bank: National Underwriting Production Risk Management
Industry Financial Services
Experience
Wells Fargo Bank  September 2012 - Present
Wells Fargo Private Mortgage Bank   September 2009 - Present
Wells Fargo  August 1998 - September 2009
Citibank San Francisco   November 1997 - July 2008
Citibank CA FSB   November 1996 - October 1997
Citibank FSB  March 1994 - November 1996
North American Mortgage  February 1993 - March 1994
Citibank FSB- Washington DC   March 1988 - February 1993

Skills
Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Mortgage Banking, Financial Analysis, Banking, Training, Loans, Refinance, Residential Mortgages, Underwriting

Education
The George Washington University   1976 — 1978
BA, Accounting

Hagerstown Junior College   1973 — 1974
AA, math/science

Philadelphia College of Pharmacy & Science   1972 — 1972
Pharmacy

Tara L McKnight Tara L McKnight Baltimore, Maryland Area Details
Tara L McKnight's Wells Fargo Private Mortgage Bank Experience October 2014 - Present
Job Wells Fargo Private Mortgage Bank Branch Manager
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   October 2014 - Present
Bank of America  March 2010 - October 2014
Bank of America  February 2005 - March 2010
Bank of America  August 2002 - February 2005
Bank of America  January 1995 - August 2002
Bank of America  October 1993 - January 1995

Skills
Credit Analysis, FHA financing, Loans, Loan Origination, Underwriting, VA loans, Mortgage Banking, Mortgage Lending, Banking

Education
Loyola College in Maryland
MBA, General Studies

Loyola College in Maryland
BBA, Accounting

Loyola College in Maryland
MSF

Dan Margolis Dan Margolis Greater Salt Lake City Area Details
Dan Margolis's Wells Fargo Private Mortgage Bank Experience June 2012 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   June 2012 - Present
First Western Mortgage  January 1986 - January 2010

Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, Credit Analysis, Banking, Commercial Lending, VA loans, Underwriting, FHA financing, Consumer Lending, USDA, Portfolio Management, Small Business Lending, Investments, Wealth Management

Education
Ohio Wesleyan University   1979 — 1984
Bachelor of Arts (B.A.), Geology/Earth Science, General

Ohio Wesleyan University   1979 — 1984
Geology/Earth Science, General

Liz Gupton Liz Gupton Charlotte, North Carolina Area Details
Liz Gupton's Wells Fargo Private Mortgage Bank Experience March 2014 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank   March 2014 - Present
Movement Mortgage  July 2013 - March 2014
Wells Fargo Home Mortgage  March 1997 - July 2013

Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Loans, Credit, Residential Mortgages, Banking, VA loans, USDA, First Time Home Buyers, Real Estate

Education
University of South Carolina-Columbia   1980 — 1984
BS, Business Administration

University of South Carolina-Columbia   1980 — 1984
Bachelor of Science, Business Administration and Management, General

mary mcgorry mary mcgorry Greater New York City Area Details
mary mcgorry's Wells Fargo Private Mortgage Bank Experience May 2009 - Present
Job sales manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   May 2009 - Present
JPMorgan Chase  1990 - 2009

Education
The Catholic University of America   1980 — 1984
Bachelor of Arts, Political Science

Brad Leyhe NMLSR 482824 Brad Leyhe NMLSR 482824 Greater Boston Area Details
Brad Leyhe NMLSR 482824's Wells Fargo Private Mortgage Bank Experience August 2011 - Present
Job Private Mortgage Banker
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   August 2011 - Present
Bank of America Home Loans  2008 - 2011
Graduate School of Retail Bank Management   1986 - 2009
Wells Fargo Bank  August 2002 - January 2007
Bank of America  1997 - 2002
HomeBanc, FSB   1993 - 1995
First Union National Bank  1979 - 1984

Education
Woodrow Wilson College of Law   1982 — 1985
JD, Law

University of Hawaii at Manoa   1971 — 1975
BBA, Finance

Kenny Hack Kenny Hack Scottsdale, Arizona Details
Kenny Hack's Wells Fargo Private Mortgage Bank Experience May 2015 - Present
Job Private Mortgage Banker at Wells Fargo, Professional Head Soccer Coach/Trainer
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   May 2015 - Present
Notre Dame Preparatory  July 2008 - Present
Scottsdale Soccer Blackhawks   April 2008 - Present
National Bank of Arizona  November 2013 - May 2015
MidFirst Bank  June 2012 - August 2013
Bank of America  September 2005 - November 2008

Skills
Customer Service, Commercial Finance, Small Business Lending, Credit, High Net Worth..., Banking, Coaching, Soccer, American Sign Language, Lines Of Credit, Loans, Construction Loans, Home Equity Loans, Self-starter, Friendly Personality, Sports Coaching, Negotiation, Loan Origination, English, Commercial Banking, PowerPoint, Project Planning, Social Networking, Networking, Retail Banking, Social Entrepreneurship, Social Skills, Higher Education, Microsoft Office, Loan Servicing, Finance, Microsoft Word, Accounting, Financial Accounting, Financial Services, Public Relations, Commercial Lending, Entrepreneurship, Credit Card Debt, Credit Cards, College Education..., SBA 504, College, Small Business, Commercial Lines, Corporate Finance, SBA, Professional Sports, Mortgage Lending, Management

Education
Central Michigan University   2002 — 2004
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations, Dean's List

Macomb Community College   2000 — 2002
Associate's degree, Business Administration and Management, General

Chippewa Valley High School

Joe Swalve Joe Swalve Greater Minneapolis-St. Paul Area Details
Joe Swalve's Wells Fargo Private Mortgage Bank Experience July 2012 - Present
Job Credit Underwriter at Wells Fargo Private Mortgage Bank
Industry Banking
Experience
Wells Fargo - Private Mortgage Bank  July 2012 - Present
Wells Fargo Home Mortgage  July 2010 - July 2012
Feldmann Imports- Smart Car   December 2007 - July 2010

Skills
Marketing, Mortgage Lending, Credit, Marketing Strategy, Customer Service, Team Building, Event Planning, Finance, Business Analysis, Marketing Research, Customer Retention, Sales Process, Teamwork, Outlook, Insurance, Microsoft Word, Competitive Analysis, Public Speaking, Customer Satisfaction, Marketing Communications, Business Development, Advertising, Negotiation, Market Research, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Account Management, Cross-functional Team..., Leadership, New Business Development, Process Improvement, Product Marketing, Project Management, Retail, Sales, Sales Management, Social Media Marketing, Strategic Planning, Underwriting

Education
Bethel University   2005 — 2009
Bachelor's degree, Finance and Marketing

Leonard Steigman Leonard Steigman United States Details
Leonard Steigman's Wells Fargo Private Mortgage Bank Experience November 2008 - Present
Job Sales
Industry
Experience
Wells Fargo Private Mortgage Bank   November 2008 - Present
Wells Fargo Home Mortgage  2008 - 2011

Education
University of Florida   1988 — 1992

CiAnn Blue CiAnn Blue Houston, Texas Area Details
CiAnn Blue's Wells Fargo Private Mortgage Bank Experience August 2014 - April 2015
Job New Home Sales Counselor
Industry Real Estate
Experience
Beazer Homes  April 2015 - Present
Wells Fargo Private Mortgage Bank   August 2014 - April 2015
WR Starkey Mortgage  August 2013 - August 2014
JPMorgan Chase  January 2012 - July 2013
Pulte Homes  June 2004 - January 2012

Skills
Real Estate, Loans, Selling, Residential Homes, Sales, Customer Service, Negotiation, Sales Management, Purchasing, Team Building, Project Management, New Business Development, Account Management, Mortgage Banking, Mortgage Lending, Credit, Public Speaking, Investment Properties, Microsoft Office, Training, Leadership, Recruiting, Customer Retention, Customer Satisfaction, Event Management, Loan Origination, Refinance, Construction, Interior Design

Education
Texas Christian University   2000 — 2004
Bachelor of Arts (BA), Sociology

West Brook High School   1996 — 2000

David Yun David Yun San Francisco Bay Area Details
David Yun's Wells Fargo Private Mortgage Bank Experience May 2009 - July 2011
Job Senior Credit Specialist at Lending Club
Industry Financial Services
Experience
Lending Club  November 2013 - Present
JPMorgan Chase  November 2012 - November 2013
PlayUp USA, LLC.   March 2012 - November 2012
JPMorgan Chase  July 2011 - March 2012
Wells Fargo Private Mortgage Bank   May 2009 - July 2011

Skills
Mortgage Lending, Underwriting, Credit, Mortgage Banking, Customer Service, Sales, Negotiation, Loan Origination, Salesforce.com, Finance, New Business Development, Microsoft Office, Account Management, Key Account..., Outstanding time..., Exceptionally well..., Customer Retention, Customer Satisfaction, Renewal Retention, Credit Risk, Retail Sales, Small Business Marketing, Communication Skills, Requirements Gathering, Overcome Obstacles, Investments, Analysis, Time Management, Budgets, Business Development, Financial Services, Loans, Mobile Devices

Education
University of California, Davis
Bachelor of Science, Managerial Economics

Matt Sharp, NMLSR ID 371081 Matt Sharp, NMLSR ID 371081 Greater New York City Area Details
Matt Sharp, NMLSR ID 371081's Wells Fargo Private Mortgage Bank Experience January 2007 - February 2011
Job Area Lending Manager at Citi
Industry Financial Services
Experience
Citibank N.A.   December 2012 - Present
William Pitt Mortgage LLC, DBA Julia B Fee Mortgage, An Affiliate of Wells Fargo Home Mortgage   March 2011 - December 2012
Wells Fargo Private Mortgage Bank   January 2007 - February 2011
JP Morgan Chase  February 1993 - December 2006

Education
Fordham University   1981 — 1985
BS, Finance

Christine Kuhl Christine Kuhl Bridgehampton, New York Details
Christine Kuhl's Wells Fargo Private Mortgage Bank Experience 2004 - 2005
Job Bookkeeper
Industry Construction
Experience
Farrell Building   January 2005 - Present
Wells Fargo Private Mortgage Bank   2004 - 2005
Lord & Taylor  1990 - 1993

Skills
Financial Analysis, Microsoft Excel, Microsoft Office

Education
Penn State University   1979 — 1983
BA, Journalism

Colleen Heining Colleen Heining Santa Barbara, California Area Details
Colleen Heining's Wells Fargo Private Mortgage Bank Experience February 2006 - February 2007
Job Office Administrator
Industry Construction
Experience
Allen Construction.  October 2009 - Present
Masco Contractor Services  February 2008 - October 2009
Wells Fargo Private Mortgage Bank   February 2006 - February 2007
Washington Mutual  June 2005 - February 2006
Metal Tools   1992 - 2000

Skills
Travel Arrangements, Contract Negotiation, Environmental Awareness, Diary Management, Energy, Construction, Green Building

Education
California State University-Northridge
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Linda Searcy Linda Searcy New York, New York Details
Linda Searcy's Wells Fargo Private Mortgage Bank Experience March 2006 - April 2008
Job President Founder at Global Capital Funding NY, LLC
Industry Capital Markets
Experience
Global Capital Funding NY, LLC.   October 2011 - Present
Global Capital Funding NY, LLC   January 2009 - Present
Wells Fargo Private Mortgage Bank   March 2006 - April 2008
Wells Fargo Private Mortgage Bank   March 2006 - April 2008
CITIMORTGAGE / CITIGROUP   April 2003 - March 2006
CABOTO USA / BANCA INTESA   November 1997 - February 2003
CABOTO USA   January 1998 - January 2003
Global Equities   January 1997 - January 1999
Ameritrade  January 1996 - January 1997
Milan Stock Exchange   January 1993 - January 1995

Skills
Mortgage Lending, Loans, Investments, Portfolio Management, Banking, Series 7, Strategy, Residential Mortgages, Real Estate, Mortgage Banking, Mergers, Management, Loan Origination, Investors, Investment Properties, Investment Banking, Funding, Finance, Equities, Commercial Real Estate, Commercial Lending, Budgets, Brokerage, Financial Services, Credit, Real Estate Economics, Financial Analysis

Education
New York University   2001 — 2002
Bachelor of Arts, Journalism

Luigi Bocconi University   1985 — 1990
MD, Economics

Luigi Bocconi University   1983 — 1990
Bachelor of Arts, Finance & Economics

Shirley Bolden NMLS #238047 Shirley Bolden NMLS #238047 Beverly Hills, California Details
Shirley Bolden NMLS #238047's Wells Fargo Private Mortgage Bank Experience December 2013 - Present
Job Private Mortgage Banker at Wells Fargo Private Mortgage Bank
Industry Financial Services
Experience
Wells Fargo Private Mortgage Bank   December 2013 - Present
C2 Financial Corporation  January 2012 - December 2013
Catalyst Lending, Inc.   July 2011 - January 2012
Clarion Mortgage Capital  January 2006 - July 2011
Chase Home Finance  June 1997 - March 2006

Skills
FHA, Mortgage Lending, VA, Refinance, Mortgage Banking, Conventional, First Time Home Buyers

Education
UCLA   1973 — 1978
Bachelor of Science, Economics

Melanie Olander Melanie Olander Seattle, Washington Details
Melanie Olander's Wells Fargo Private Mortgage Bank Experience March 2002 - December 2002
Job Emerald Coach Independent Team Beachbody Coach at Team Beachbody
Industry Plastics
Experience
Team Beachbody  March 2013 - Present
Hats & Hops   2011 - Present
Seattle Plastics   February 2003 - Present
Wells Fargo Private Mortgage Bank   March 2002 - December 2002
Wells Fargo Private Mortgage Banking  March 2002 - December 2002
St. Joseph's Regional Medical Center   August 1997 - March 2002
St. Joseph Regional Medical Center  August 1997 - March 2002
T+A Painting   August 1993 - August 1997

Skills
Customer Service, Coaching, Project Management, Program Management, Management, Project Planning, Non-profits, Microsoft Office

Education
Lewis-Clark State College   1997 — 1999

Antonio Perales Jr Antonio Perales Jr San Francisco Bay Area Details
Antonio Perales Jr's Wells Fargo Private Mortgage Bank Experience January 2012 - Present
Job Home Mortgage Associate at Wells Fargo Private Mortgage Bank NMLS#483478
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   January 2012 - Present
Bank of America Home Loans  February 2010 - January 2012
Wells Fargo Private Mortgage Banking  June 2009 - February 2010

Skills
Loans, Loan Origination, Residential Mortgages, Mortgage Lending, Refinance, Mortgage Underwriting, Mortgage Banking

Education
Laney College   2003 — 2003
Business Fundamentals, Finance, General

Barbara Majewski Barbara Majewski Greater New York City Area Details
Barbara Majewski's Wells Fargo Private Mortgage Bank Experience February 2012 - Present
Job Mortgage Sales Associate at Wells Fargo Private Mortgage Bank
Industry Banking
Experience
Wells Fargo Private Mortgage Bank   February 2012 - Present

Skills
Analytic Problem Solving, Customer Retention, Mortgage Lending, Finance

Education
Berkeley College   2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services, 3.80

Berkeley College   2010 — 2012
Associate's degree, Accounting, 3.75