Wells Fargo Private Mortgage Banking
Address: 530 5th Ave, New York, NY 10036 Phone: (212) 805-1112: : : : Website: Category: : : Place name: 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 Banking 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 Banking. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wells Fargo Private Mortgage Banking Employees
Union Bank August 2014 - Present
Mary Kay April 2010 - Present
Wells Fargo Private Mortgage Banking November 2012 - December 2013
Appraiserloft May 2010 - October 2011
River Rock Mortgage & Realty March 2006 - December 2009
AT&T Mobility August 2008 - March 2009
E Real Estate November 2003 - March 2006
Loanshoppers March 2002 - November 2003
Red Carpet Realty December 1998 - November 2003
Skills
Investment Properties, Residential Homes, Real Estate, Selling, Sellers, Short Sales, Foreclosures, REO, Single Family Homes, First Time Home Buyers, Investors, Condos, Property Management, Buyer Representation, Rentals, Negotiation, Relocation, New Home Sales, Listings, Real Estate Transactions, Small Business, Commercial Real Estate, Mortgage Lending, Sales, Home Staging, Real Estate License
Education
University of California, San Diego 2001 — 2002
Junior Status, Electrical Engineer, Dance
San Diego Miramar College 1997 — 2001
Associate of Arts (AA), General Education
San Diego Mesa College 1990 — 1992
Certification for California state exam, Principles of Real Estate
Fashion Careers College 1984 — 1987
Diploma, Fashion Merchandising
Florida Community Bank October 2014 - Present
Lee Memorial Health System January 2013 - Present
Mutual of Omaha Bank August 2011 - October 2014
Regions Mortgage March 2010 - August 2011
Wells Fargo Private Mortgage Banking December 2005 - March 2010
AmSouth Bank January 1998 - November 2005
Barnett Bank 1994 - 1997
Skills
Loan Origination, Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Credit Analysis, Construction Loans, Refinance, Banking, Residential Mortgages, Commercial Mortgages, Investment Properties, Real Estate, Lines Of Credit, Consumer Lending, Commercial Banking, Underwriting, REO, Finance, Leadership, Small Business Lending, Residential Homes, USDA, VA loans, Condos, Portfolio Management, Real Estate Economics, Investments, VA Loans
Education
Assumption College 1980 — 1984
Bachelor of Arts, Business Management
Dennis Yarmouth 1976 — 1980
Wells Fargo Private Mortgage Banking January 2012 - Present
Bank of America October 2009 - January 2012
Wells Fargo May 2008 - November 2009
Washington Mutual October 2001 - April 2008
Skills
Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Real Estate Financing, Certified Mortgage..., FHA, VA loans, Loans, USDA, Residential Mortgages, Real Estate Economics, Reverse Mortgages, Credit Analysis, First Time Home Buyers, Credit, Commercial Real Estate, Investment Properties, Underwriting
Education
California Polytechnic State University-San Luis Obispo 1989 — 1995
Opes Advisors January 2015 - Present
Private Mortgage Advisors February 2014 - December 2014
Absolute Mortgage Banking October 2011 - April 2014
Bank of America Home Loans June 2005 - October 2011
Wells Fargo Private Mortgage Banking February 2003 - 2005
Skills
Loans, First Time Home Buyers, FHA, Loan Origination, Mortgage Lending, Investment Properties, Refinance, Credit, Reverse Mortgages, Finance, Mortgage Banking, FHA financing, Real Estate Financing, Residential Mortgages, Construction Loans, Real Estate Economics, Real Estate, Mortgage Underwriting, REO, Investments, FHA Financing
Education
California State University-Chico 1996 — 2001
B.S, Business Administration
Wells Fargo Private Mortgage Banking March 2013 - Present
TD Bank Group December 2010 - March 2013
JPMorgan Chase January 2008 - January 2009
Washington Mutual December 2000 - January 2008
GMAC Mortgage 1997 - 2000
Fleet Bank 1983 - 1997
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loan Origination, Loans, Construction Loans, FHA financing, USDA, Credit, Investment Properties, Banking, Consumer Lending, Credit Analysis, VA loans, Mortgage Marketing, Real Estate, Commercial Lending, Certified Mortgage..., Reverse Mortgages, Finance, Mortgage Underwriting, Real Estate Financing, Underwriting, Residential Homes, Government Loans
Education
Bentley University 1977 — 1981
BS, Marketing Management/Finance
Bentley University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Real Estate Appraisal Certification
Certified Appraiser
Alpine Mortgage Planning formerly American Capital Home Loans September 2009 - Present
Wells Fargo Private Mortgage Banking November 2011 - April 2012
Keller Williams Real Estate May 2004 - May 2009
Premium Funding Group April 1997 - April 2004
Education
Staged Homes 2007 — 2007
Home Staging
Portland State University 1982 — 1983
Education
Rex Putnam 1980 — 1982
Anthony Schools
Appraiser, Appraisals
Thane-Kenscoff Group, LLC. June 2008 - Present
Vistage International August 2010 - August 2012
Wells Fargo - Private Mortgage Banking December 2004 - October 2008
WELLS FARGO The Private Bank [formerly Private Client Services] February 2002 - December 2004
WELLS FARGO The Private Bank [formerly Private Client Services] April 1999 - February 2002
Sumitomo Bank Limited January 1997 - April 1998
Wells Fargo - First Interstate Bank of California February 1990 - August 1996
Wells Fargo - First Interstate Bank of California 1987 - 1990
Wells Fargo 1982 - 1987
Union Bank 1979 - 1982
Skills
Strategic Planning, Business Development, Leadership, Entrepreneurship, Corporate Banking, Executive Coaching, Strategic Planning for..., Wealth Management, M&A analysis, M&A support, Capital Structure, Capital Markets, Private Banking, Commercial Banking, Mergers & Acquisitions, Executive Development, Organizational..., Private Equity, Management Consulting, Management, Strategy, Corporate Finance, Coaching, Business Strategy, Financial Advisory, Banking, Credit, Program Management, Investments, Financial Risk, Business Coaching, Loans, Portfolio Management, Small Business, Executive Management, Finance, Start-ups, Corporate Development, Venture Capital, Restructuring, Business Planning, Due Diligence, Strategic Consulting, Financial Services
Education
UCLA Anderson School of Management 1997 — 1997
Certificate, African-American Executive Management Program
INSEAD 1994 — 1995
Certificate, International Management
Pacific Coast Banking School 1985 — 1988
Certificate, Banking Management
Fordham University 1969 — 1973
BA, Economics + Political Science
BN Green Technologies August 2015 - Present
Cruise 4 Kids Sports & Exotic Car Rally March 2011 - Present
Wheyright Fitness Supplements January 2009 - Present
EverBank November 2014 - September 2015
Wells Fargo Private Mortgage Banking January 2014 - November 2014
Wells Fargo Bank February 2006 - December 2013
Wells Fargo 2002 - 2006
Skills
Fundraising, Commercial Banking, Credit, Investments, Treasury Management, Loans, Wealth Management, Private Banking, Mortgage, Mortgage Lending, Banking, Credit Analysis, Underwriting, Commercial Lending, Refinance, Cash Management, Retail Banking, Lines Of Credit, Risk Management, Commercial Mortgages, Private Wealth..., Estate Planning, Funding, Insurance, Commercial Credit, Wealth, Derivatives, Financial Services, Finance, Small Business Lending, Loan Origination, Relationship Management, Strategic Financial..., Portfolio Management, Series 7, Asset Management, Consumer Lending, Financial Advisory, Credit Risk, Mortgage Banking, Series 63, Birthday Celebrations, Wealth Management..., Financial Planning, Charity Events
Education
Cal State San Marcos 2010 — 2012
Bachelors of Science, Business Finance
Palomar College 1995 — 2000
Associate of Arts, Business Finance
St Augustine High School 1991 — 1995
General Education
Colorado Professionals Mortgage October 2013 - Present
Wells Fargo Private Mortgage Banking January 1986 - October 2013
Wells Fargo Home Mortgage 1986 - 2013
You did my Will and POA's 2007 - 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, First Time Home Buyers, Finance, FHA, Refinance, Credit Analysis, VA loans, Credit, Commercial Lending, Loan Origination, Residential Mortgages, Banking, Underwriting, Construction Loans, Consumer Lending, Real Estate, Commercial Banking, Home Equity Loans, Commercial Mortgages, Real Estate Financing, Lines Of Credit, Credit Risk, Financial Services, Financial Analysis
Education
University of Northern Colorado 1981 — 1983
Finance
Sony Music Entertainment May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
University of Richmond September 2011 - December 2011
UBS Financial Services July 2011 - August 2011
Wells Fargo Private Mortgage Banking May 2010 - August 2010
AMC Networks, WE tv June 2009 - August 2009
Skills
Italian languages, Microsoft Excel, PowerPoint, MS Excel Pivot Tables, Outlook, MS Excel Models, Accounts Receivable
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance; Italian Studies
Scuola Palazzo Malvisi 2011 — 2011
Italian Studies
Chaminade High School 2005 — 2009
HeritageBank Mortgage February 2014 - Present
Cendera Funding December 2008 - February 2014
Listing Booster 2014 - 2014
Ancala Funding, LLC December 2006 - December 2008
First Horizon Home Loans April 2005 - December 2006
Wells Fargo Private Mortgage Banking February 2001 - April 2005
Associates First Capital Mortgage Corp. December 1996 - February 2001
Skills
VA, Mortgage Lending, Investment Properties, FHA, Mortgage, Purchase, First Time Home Buyers, USDA, Refinance, Conventional, Mortgage Banking, Residential, Conforming, Mortgage Industry, Loans, REO, First Time Buyers, Reverse Mortgages, Short Sales, Residential Mortgages, FHA financing, Residential Homes, VA loans, Relocation, Government Loans, Certified Mortgage..., Construction Loans, Loan Origination, Commercial Mortgages, Mortgage Underwriting, Home Equity Loans, Mortgage Marketing, Foreclosures, Non-Conforming, Referrals, Finance, Real Estate Financing, Investors, Real Estate, Real Estate Economics, Condos, FHA Financing, VA Loans
Education
University of Arizona 1976 — 1978
Business
Onpoint Mortgage Inc March 2015 - Present
EverBank September 2014 - February 2015
Wells Fargo Private Mortgage Banking February 2012 - September 2014
Bank of America October 2009 - January 2012
Alpine Mortgage April 2009 - September 2009
LandAmerica Lawyers Title and Fidelity National Title October 2004 - October 2008
Bank of America March 2002 - July 2004
Bank of America September 1996 - January 1999
Bank of America March 1990 - September 1996
Skills
Jumbo Financing, Private Banking, Investment Properties, Real Estate Financing, Vacation Homes, Mortgage Lending, Mortgage Underwriting, Non-Conforming, Mortgage Banking, Loans, Self-Employed Borrowers, Finance, Leadership, Management, Referrals, Real Estate, Refinance, Residential Mortgages, Investors, Loan Origination, Banking, Real Estate Transactions, Credit, Certified Mortgage..., Underwriting, Home Equity Loans, Mortgage Marketing, Wealth Management, Conventional, Self Employed Borrowers, Building Business..., Credit Analysis, Financial Structuring, Home Equity Lines of..., Investments, Small Business Lending, Real Estate Economics, Relationship Management, Strategic Financial..., Commercial Mortgages, VA loans, FHA financing, Construction Loans, Government Loans, Commercial Lending, FHA Financing, VA Loans
Education
State of Oregon Real Estate Licensee 2000 — 2008
Broker, Oregon Licensed Real Estate Broker
University of Washington, Pacific Coast Banking School 1993 — 1995
Banking, Pacific Coast Banking School
Seattle Pacific University - School of Business and Economics 1981 — 1985
Business, Finance
Wells Fargo Private Mortgage Banking March 2015 - Present
Wells Fargo Private Mortgage Banking January 2015 - March 2015
Wells Fargo Home Mortgage July 2012 - January 2014
Panera Bread July 2007 - July 2012
Apple September 2010 - May 2012
Skills
Sales, Retail, iLife, iWork, Time Management, Training, Mac, OS X, Customer Experience, Mac OS, iPhone, Management, Goal-driven leader, Creative Problem Solving, iMovie, Microsoft Office, Social Networking, iPod, Keynote, Social Media, iOS, Facebook, Corporate Sales..., Mortgage Lending, Mortgage Industry, Residential Mortgages
Education
University of Minnesota-Twin Cities
Wells Fargo Home Mortgage June 2010 - Present
Wells Fargo Private Mortgage Banking June 2010 - Present
Wells Fargo 2010 - Present
Wells Fargo Home Mortgage October 2009 - June 2010
OneWest Bank/Financial Freedom March 2006 - October 2009
Skills
Credit, Banking, Loans, Mortgage Lending, Financial Analysis, Credit Analysis, Wealth Management, Risk Management, Mortgage Banking, Underwriting, Loan Origination, Refinance, Residential Mortgages, Investment Properties, Reverse Mortgages, First Time Home Buyers, Finance, Residential Homes, Real Estate
Education
The University of New Mexico 1994 — 1998
Bachelor of Arts (B.A.), Elementary Education and Teaching
NAHREP - National Association of Hispanic Real Estate Professionals® January 2015 - Present
Bank of America March 2009 - Present
Wells Fargo Private Mortgage Banking September 2008 - November 2009
Countrywide January 2005 - October 2007
Bank of America November 2001 - January 2004
Skills
Mortgage Lending, Underwriting, Series 7, Credit, Mortgage Banking, Loan Origination, Refinance, Loans, FHA, Credit Analysis, Mortgage Underwriting, VA loans, FHA financing, Investment Properties, Lines Of Credit, Consumer Lending, Private Banking, Wealth Management, Banking, Home Equity Lines of..., Sales, Cross Selling, Credit Risk, Home Equity Loans, Real Estate, Residential Mortgages, REO, Foreclosures, Short Sales, Government Loans, First Time Home Buyers, Mortgage Servicing, Investors, Real Estate Financing, Construction Loans, Referrals, Real Estate Transactions, Condos, Residential Homes, Property, Single Family Homes, New Home Sales
Education
San Diego State University-California State University 1998 — 2001
ba, international business
miguel de unamuno 1999 — 1999
Certificate, International Business
Wells Fargo Private Mortgage Banking October 2007 - Present
Home Capital Funding (Mortgage 1 Lending) May 2006 - October 2007
1st Financial January 2003 - May 2006
Telephony@Work December 2000 - December 2002
Motiva Software January 1997 - October 2000
Expersoft Corporation 1995 - 1997
Ernst & Young January 1990 - November 1994
Skills
Loans, Mortgage Banking, Refinance, Residential Mortgages, Loan Origination, Investment Properties, Mortgage, Mortgage Lending, Team Building, Equities, Real Estate Economics, Mergers & Acquisitions, Portfolio Management, Financial Modeling, VA loans, Residential Homes, Brokerage, Budgets, FHA financing, Cash Flow, Leadership, Real Estate Financing, Managerial Finance, Mortgage Marketing, USDA, Management
Education
San Diego State University-California State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Private Mortgage Banking February 2013 - Present
Wells Fargo Home Mortgage April 2012 - February 2013
Regions Financial Corporation September 2006 - April 2012
Colonial Bank April 2004 - August 2005
LifeWay Christian Resources 2004 - 2005
Skills
Microsoft Excel, Underwriting, Loans, Banking, Public Speaking, Team Building, Insurance, Training, Time Management, Mortgage Lending, Management, Leadership, Credit, Customer Service, Mortgage Banking
Education
University of South Florida 2000 — 2003
EverBank March 2014 - Present
Wells Fargo Private Mortgage Banking March 2010 - March 2014
Bank of the West May 2006 - May 2010
Skills
Mortgage Lending, Investments, Refinance, Mortgage Banking, Loan Origination, Loans, Foreclosures, Small Business Lending, Banking, Credit, Residential Mortgages, Residential Homes, Short Sales, Real Estate, REO, Real Estate Transactions, Commercial Lending, First Time Home Buyers, Investment Properties, FHA, Credit Analysis, USDA, FHA financing, VA loans, VA Loans
Education
Colorado State University 1988 — 1992
Wells Fargo Private Mortgage Banking June 2012 - Present
Melearning Media January 2012 - Present
Wells Fargo Home Mortgage June 2012 - September 2013
Fitness Compound March 2011 - August 2013
Go Mobile Inc April 2007 - 2011
Chase Home Finance, Leaders Club Member March 2004 - March 2008
Wireless Xcessories Group January 1992 - December 2005
Skills
CRM software, Financial Coaching, Creative Writer, tennis, Golf Instruction, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, FHA financing, Mortgage Underwriting, Relationship Management, Selling, B2B, CRM, Cold Calling, Consumer Lending, Credit, Customer Satisfaction, Finance, Leadership, Loans, Marketing, New Business Development, Refinance, Sales, Sales Management, Tennis, Training
Education
Temple University 1988 — 1991
Bachelor Arts and Sciences, Political Science
University of Maryland 1986 — 1988
Political Science & Philosophy, Political Science
Lower Moreland High 1982 — 1986
Economics
GenEquity Mortgage January 2014 - Present
PNC Mortgage June 2012 - January 2014
Community Trust Bank July 2010 - June 2012
Wells Fargo Private Mortgage Banking June 2002 - June 2010
Telecom September 1997 - May 2002
AT&T January 1991 - August 1997
Skills
Sales, Mortgage Lending, Sales Management, Management, Underwriting, Finance, Contract Negotiation, Banking, Refinance, Loans, FHA, Real Estate, Mortgage Banking, Investment Properties, Construction Loans, Recruiting, Real Estate Economics, Credit, Investments, Real Estate Financing, Residential Mortgages, VA loans, USDA, FHA financing, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Home Equity Loans, Government Loans, Loan Origination, VA Loans, FHA Financing
Education
Baylor University - Hankamer School of Business 1978 — 1983
BBA, Marketing/Management
Baylor University - Hankamer School of Business 1978 — 1983
Bachelor's Degree, Marketing/Marketing Management, General
Wells Fargo Private Mortgage Banking October 2012 - Present
Sente Morgage September 2010 - September 2012
Wells Fargo Home Mortgage August 2000 - August 2010
Education
The University of Texas at Austin 1982 — 1986
Finance
BMO Harris Bank January 2015 - Present
Movement Mortgage, LLC July 2014 - January 2015
Wintrust Mortgage, a division of Barrington Bank and Trust, N.A. October 2012 - July 2014
Minnesota Bank & Trust December 2011 - October 2012
MetLife Home Loans, a Division of MetLife Bank, N.A. April 2011 - December 2011
Wells Fargo Private Mortgage Banking October 2008 - March 2011
UBS Mortgage, a division of UBS Wealth Management, AG July 2002 - September 2008
Skills
Mortgage, Mortgage Banking, Conforming, Home Equity, Mortgage Lending, FHA, VA, Refinance, Purchase, Residential Mortgages, Loan Origination, Rates, Private Banking, Underwriting, Real Estate Finance, Mortgage Industry, Credit, Conventional, Credit Analysis, Mortgage Planning, Finance, Mortgage Marketing, VA loans, Investors, FHA financing, Government Loans, USDA, Loans, VA Loans, Real Estate, Referrals, First Time Home Buyers, FHA Financing
Education
Roosevelt University 1984 — 1985
ABA Certified Paralegal, Real Estate and Mortgages
The University of South Dakota 1979 — 1983
BS, Political Science
Solana Beach Lifeguards June 1998 - Present
Guaranteed Rate March 2015 - Present
Bank of Manhattan N.A. July 2014 - March 2015
Wells Fargo Private Mortgage Banking March 2014 - July 2014
Guaranteed Rate August 2011 - March 2014
First California Mortgage Company April 2011 - August 2011
Opes Advisors August 2009 - April 2011
'Your San Diego Mortgage Advisors'- High Tech Lending, Inc. May 2009 - July 2009
Costa Rica Mortgage S.A. January 2007 - November 2008
Home Loan Consultants September 2006 - April 2007
Skills
Refinance, Commercial Lending, Condos, Credit, FHA, FHA financing, FNMA, Finance, Financial Advisory, First Time Home Buyers, Home Equity Lines of..., Investment Properties, Investments, Jumbo Mortgage, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Networking, Partnerships, REO, Rates, Real Estate, Real Estate Economics, Real Estate Financing, Referrals, Residential Mortgages, Sales, Sales Management, Sellers, Selling, Short Sales, Software Documentation, Super Jumbo, Training, VA loans, Hard Money, Foreclosures, Certified Mortgage..., Reverse Mortgages, Underwriting, Commercial Mortgages, Government Loans, Funding, Barns, FHA Financing, VA Loans
Education
University of San Diego 2001 — 2004
Torrey Pines High School 1994 — 1998
Gold Star Mortgage Financial Group NMLS 3446 September 2015 - Present
Wells Fargo Private Mortgage Banking March 2011 - August 2015
Wakefield Funding Group February 1998 - October 2009
Skills
Refinance, Mortgage Lending, Home Equity Lines of..., Construction Loans, VA, High Net Worth..., Residential Purchases, FHA
Education
University of Minnesota-Twin Cities
Wells Fargo Private Mortgage Banking April 2013 - Present
Wells Fargo Bank April 2008 - Present
Cornerstone Home Lending Inc. January 2013 - March 2013
Washington Mutual June 2003 - April 2008
WAMU 2004 - 2008
Ferguson Enterprises November 1987 - June 2003
Skills
Mortgage Lending
Education
North Seattle College 1981 — 1983
certificate, Licenced Practical Nurse
Wells Fargo Private Mortgage Banking September 1999 - Present
Wells Fargo Home Mortgage 1999 - Present
SCAORHF 2004 - 2010
Coast Federal Bank 1994 - 1998
Skills
Real Estate, Refinance, Mortgage Banking, Finance, Loans, Mortgage Lending, FHA, Fundraising, Loan Origination, Customer Service, Residential Mortgages, Credit, Commercial Lending, Residential Homes, Real Estate Economics, Investment Properties, Credit Analysis, Lines Of Credit, Real Estate Financing
Education
California State University-Hayward 1982 — 1986
BA, Communications
Monte Vista HS
Bank of America August 2014 - Present
Wells Fargo Private Mortgage Banking October 2000 - August 2014
Wachovia Bank October 2000 - January 2010
Skills
Refinance, Finance, Loans, Construction Loans, Mortgage Lending, Loan Origination, Commercial Lending, Consumer Lending, FHA, Home Equity Loans, Investment Properties, Investments, Lines Of Credit, Mortgage Banking, Mortgage Marketing, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Residential Mortgages, Small Business Lending
Education
University of Maryland College Park 1994 — 1999
Bachelor of Science (BS), Finance and Marketing
Banc Home Loans August 2015 - Present
PrimeLending October 2013 - August 2015
Wells Fargo Private Mortgage Banking January 2008 - September 2013
Wells Fargo Home Mortgage January 2004 - December 2007
CitiMortgage August 1996 - December 2003
First Interstate Bank 1993 - 1995
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Mortgage Lending, Real Estate Financing, Mortgage Underwriting, Loans, Investment Properties, Real Estate, Referrals, First Time Home Buyers, Real Estate Transactions
Education
San Diego State University-California State University
Business
Wells Fargo Private Mortgage Banking April 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) August 2014 - February 2015
Wells Fargo March 2000 - August 2014
Chase Manhattan Personal Financial Services December 1990 - March 2000
Skills
Second Homes, Home, Mortgage Banking, Loans, Sellers, Refinance, Mortgage, Mortgage Lending, Loan Origination, Residential Mortgages, Recruiting, Vacation Homes, Funding, FHA, Residential Homes, VA loans, Real Estate Transactions, Credit, Construction Loans, Finance, Investment Properties, Credit Analysis, Change Management, Management, New Business Development, VA Loans
Education
University of Minnesota-Twin Cities 1979 — 1981
Normandale Community College 1976 — 1978
Associate of Arts (AA)
PNC Financial Services, Inc. November 2012 - Present
Wells Fargo Home Mortgage December 2009 - October 2012
Wells Fargo Private Mortgage Banking December 2001 - December 2009
Wells Fargo Home Mortgage February 1996 - December 2001
Prudential Financial 1994 - 1996
Skills
Residential Mortgages, Credit Risk, Risk Analysis, Tax Return Analysis, Quality Assurance, Financial Analysis, Training Development..., Product & Program..., Coaching and Mentoring, Escalation Resolution, Excellent Communication..., Time Management, Team Management, Hiring Personnel, Building Relationships, Marketing, Refinance, Banking, Loans, Credit, FHA financing, Credit Analysis, Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Real Estate, Training, Underwriting, Management, Mortgage Underwriting, Consumer Lending, Commercial Lending, Construction Loans, Commercial Mortgages, Lines Of Credit, Financial Risk, Tax
Education
University of Minnesota Duluth 1980 — 1984
Bachelors, Business, Personnel & Industrial Relations
Wells Fargo Private Mortgage Banking June 2012 - Present
Chase Bank December 2010 - June 2012
Envision/Rescomm Funding November 2007 - November 2010
Countrywide/Bank Of America October 2000 - November 2007
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Loans, Residential Mortgages, VA loans, FHA financing, Credit, USDA, Banking, Credit Analysis, Consumer Lending, Finance, Home Equity Loans, First Time Home Buyers, Retail Banking, Investment Properties
Education
California State University-Northridge
Wells Fargo Private Mortgage Banking November 2005 - Present
Skills
Mortgage, Jumbo Mortgage, Residential Mortgages, FHA financing, Mortgage Underwriting, Private Banking, Mortgage Lending, Mortgage Banking, Loans, Short Sales, Investment Properties, Referrals, Real Estate, Customer Satisfaction, Loan Origination, Refinance, FHA, Customer Retention, Sellers
Education
University of California, Los Angeles 2002 — 2004
M.A.
University of California, San Diego 1998 — 2002
B.A.
Wells Fargo Private Mortgage Banking May 2014 - Present
Wells Fargo Private Mortgage Banking October 2008 - May 2014
GMAC Mortgage 1991 - 2008
Skills
Loans, Residential Homes, Mortgage Lending, Portfolio Management, Mortgage Banking, Investment Properties, Wealth Management, High Net Worth..., Lines Of Credit, Financial Analysis, Finance, Construction Loans, Credit Analysis
Education
The College of New Jersey 1982 — 1986
BS, Accounting
Banc Home Loans August 2013 - Present
MASSAGE GREEN 2015 - 2015
Wells Fargo Private Mortgage Banking August 2011 - August 2013
Wells Fargo Home Mortgage May 2007 - April 2012
Wells Fargo Financial June 1987 - June 2007
Skills
Mutual Funds, Loans, Series 24, Mortgage Lending, Sales, Uniform Combined State..., Credit, CRM, Leadership, Refinance, Consumer Lending, Credit Analysis, Relationship Management, Residential Mortgages, Banking, Finance, Sales Management, Commercial Lending, Call Centers, Loan Origination, Financial Services, Mortgage Banking, Management, FHA, Underwriting, Portfolio Management, Risk Management
Education
Southern New Hampshire University 1984 — 1997
Masters, Business Administration - Management
Bryant University 1977 — 1980
Bachelors of Science, Hotel and Restaurant Management
Giant Realty, Inc./Aviva Financial Service June 2012 - Present
StoneCastle Land & Home Financial January 2012 - June 2012
Wells Fargo Private Mortgage Banking May 2011 - January 2012
Nova Financial Services, Inc. September 2010 - May 2011
World Finance August 2007 - September 2010
Skills
First Time Home Buyers, Refinance, Mortgage Lending, Mortgage Banking, Certified Mortgage..., FHA, VA loans, Reverse Mortgages, Residential Mortgages, Loan Origination, Residential Homes, Investment Properties, FHA financing, Government Loans, Loans, USDA, Foreclosures, Real Estate Financing, Real Property, SFR, Sellers, Relocation, Investors, Real Estate, Condos, Single Family Homes, Loss Mitigation, Real Estate Transactions, Townhomes, Property, New Home Sales, Credit, 1031 Exchanges, Vacation Homes, Short Sales, Underwriting, REO, HUD, Real Estate Economics, Referrals, Mortgage Underwriting, Construction Loans, Commercial Mortgages, Brokerage, Mortgage Marketing, Home Equity Loans, Move Up Buyers, Escrow, Commercial Real Estate, Investments
Education
De Anza College 1989 — 1991
Certified Accounting, Accounting
1st Advantage Mortgage a Draper and Kramer Company February 2010 - Present
Charter One Bank July 2008 - February 2010
Bank of America Home Loans December 2007 - July 2008
mTeam Financial 2004 - 2007
Wells Fargo Private Mortgage Banking 2003 - 2004
Charter One Bank 2001 - 2003
Skills
Mortgage Banking, Refinance, Mortgage Lending, FHA, Loans, VA loans, Credit, Residential Mortgages, Loan Origination, Home Equity Loans, Commercial Mortgages, Government Loans, Real Estate, Underwriting, Certified Mortgage..., Credit Analysis, FHA financing, Banking, Mortgage Underwriting, Construction Loans, USDA, First Time Home Buyers, Home Equity Lines of...
Education
University of Illinois at Urbana-Champaign
BA, Economics
First Republic Bank January 2010 - Present
Mortgage California February 2009 - January 2010
Wells Fargo Private Mortgage Banking January 2006 - October 2008
Flagstar Bank 2001 - 2005
Skills
Loans, Banking, Strategic Planning, Investments, Mortgage Lending, Finance, Commercial Banking, Credit Risk, Credit Analysis, Financial Analysis, Credit, Private Banking, Portfolio Management, Risk Management, Financial Modeling, Wealth Management, Management
Education
North Carolina State University 1983 — 1988
North Carolina State University 1983 — 1987
BS, Computer Science/Engineering
Allstate Workplace Division June 2010 - Present
Community Resource Mortgage October 2007 - February 2008
SIB Mortgage 2007 - 2008
Countrywide Home Loans June 2006 - June 2007
Wells Fargo Private Mortgage Banking 2004 - 2006
OHIO Savings Bank 2004 - 2005
First Union Capital Market 1995 - 2000
MortgageBankers of the Carolinas 1997 - 1998
First Union Mortgage Corp. 1983 - 1995
Skills
Mortgage Lending
Education
University of North Carolina at Charlotte 1969 — 1971
BS, Economics
Fidelity Bank Mortgage May 2012 - Present
Wells Fargo Home Mortgage September 2010 - April 2012
SunTrust Mortgage August 2008 - September 2010
Wells Fargo Private Mortgage Banking April 2003 - July 2008
Washington Mutual Bank May 2001 - April 2003
Velocita February 2000 - April 2001
AT&T October 1986 - January 2000
Skills
Mortgage Lending, Refinance, First Time Home Buyers, Loans, FHA, Mortgage Banking, Investment Properties, Referrals, Real Estate, FHA financing, VA loans, Loan Origination, Residential Mortgages, USDA, Credit, Residential Homes, Sales, Certified Mortgage..., Real Estate Economics, Condos, Mortgage Marketing, VA Loans, Finance, Reverse Mortgages, Sellers, FHA Financing, Construction Loans
Education
Old Dominion University 1983 — 1984
Master of Science, Community Health Education
National Taiwan University 1978 — 1982
Bachelor of Science, Public Health Administration
Equitable Home Mortgage September 2014 - Present
Homeowners Financial Group September 2012 - September 2014
Equitable Home Mortgage December 2009 - September 2012
Wells Fargo Private Mortgage Banking November 2007 - December 2009
Skills
Mortgage Lending, Finance, FHA, Refinance, Mortgage Banking, Loan Origination, VA loans, Residential Mortgages, FHA financing, Loans, Reverse Mortgages, Investment Properties, Construction Loans, Government Loans, Real Estate Financing, Home Equity Loans, Non-Conforming
Education
Arizona State University 1974 — 1978
BA, COMMUNICATIONS/BUSINESS
Dragonfly-Designs March 2012 - Present
Roanoke Doesn't Suck May 2011 - Present
Town of Vinton - Public Works June 2007 - December 2012
Wachovia - Lending Customer Service Department November 2006 - June 2007
Washington Mutual - Training & Retail Banking July 2005 - August 2006
Wells Fargo - Private Mortgage Banking November 2003 - June 2005
Western Montana Mental Health Center February 1998 - July 2002
Skills
Typing, Microsoft Office, Data Entry, Payroll Processing, Accounts Payable, Budget Preparation, Record Keeping, Customer Service, Human Resources Liaison, Payroll, Human Resources
Education
Virginia Western Community College 2011 — 2012
Degree Pending, Business Administration
The University of Montana 2000 — 2002
Bachelor, Social Work
Retired February 2013 - Present
Wells Fargo Private Mortgage Banking December 2010 - February 2013
Bank of America Home Loans March 2010 - December 2010
Cobalt Mortgage January 2002 - March 2010
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
Bachelor of Arts (B.A.), Finance
Shoreline Community College
Associate of Arts (A.A.)
LegacyTexas February 2015 - Present
Wells Fargo Private Mortgage Banking March 2002 - January 2015
Chase Manhattan Corporation June 1986 - February 2002
Republic Bank January 1983 - June 1986
Skills
Mortgage, Mortgage Banking, Banking, Mortgage Lending, Coaching, Leadership, Relationship Management, Real Estate, Management, Refinance, Loan Origination, Small Business, Recruiting, Wealth Management, Small Business Lending, Loans, Finance, Construction Loans, Commercial Banking, Sales, Financial Services, Financial Analysis, Investment Properties
Education
Baylor University - Hankamer School of Business 1981 — 1982
MBA, Finance
Baylor University 1979 — 1981
BBA, Economics and Finance
Wells Fargo Private Mortgage Banking May 1992 - Present
Wells Fargo 1992 - Present
Wells Fargo Private Client Services 1992 - Present
Chase Manhattan PFS May 1989 - May 1992
Education
Minnesota State University, Mankato
JA Communications, Corp. March 2012 - Present
Wells Fargo Private Mortgage Banking February 2007 - July 2010
Beehive Co January 2009 - June 2009
1199 National Benefit Fund May 2003 - February 2007
Bronx Educational ServicesBronx Educational Services September 2002 - May 2003
Fordham University January 1999 - January 2003
Education
Fordham University 1999 — 2003
BA, Visual Arts and Spanish Area Studies
Fordham University- Rose Hill 1999 — 2003
B.A; a B.A, Visual Arts; Graphic Design; Spanish Area Studies
Wells Fargo Private Mortgage Banking January 2010 - Present
Corrie Development Corporation November 2005 - June 2011
PenPay Business Solutions August 2000 - November 2005
Education
California State University-East Bay 1982 — 1983
BS
San Jose State University 1979 — 1981
Wells Fargo Private Mortgage Banking February 2011 - Present
Wells Fargo Private Mortgage Banking January 2005 - January 2011
Skills
Loans, Mortgage Banking, Residential, Mortgage Lending, Underwriting
Education
University of Nevada-Las Vegas 1995 — 2000
Spanish
Guaranteed Rate April 2015 - Present
Bridgeview Bank Mortgage February 2014 - April 2015
Wells Fargo Private Mortgage Banking December 2006 - February 2014
Bankers Funding Company An Affiliate of Wells Fargo Home Mortgage August 2010 - June 2011
Wells Fargo Home Mortgage October 1998 - December 2006
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, Loan Origination, Underwriting, Portfolio Management, Investment Properties, Finance, Real Estate, Banking, FHA financing, VA loans, Investors, Short Sales, Non-Conforming, Credit, Real Estate Financing, Residential Mortgages, Sales, Sellers, Foreclosures, Property, REO, Referrals, Condos, Real Estate Transactions, Real Estate Economics, First Time Home Buyers, Mortgage Underwriting, Mortgage Marketing, Home Equity, Home Equity Lines of..., High Net Worth..., Home Equity Loans, FHA, VA Loans, FHA Financing
Education
University of Minnesota-Twin Cities
Lenda 2015 - Present
Modern MLO 2013 - Present
Various Retail Mortgage Banks 2007 - 2014
Wells Fargo Private Mortgage Banking 2010 - 2012
Skills
Mortgage Banking, Real Estate, Loan Origination, Residential Mortgages, Certified Mortgage..., Real Estate Financing, Government Loans, Mortgage Underwriting, Credit, Mortgage Marketing, Sales, Finance, Credit Analysis, Residential Homes, Written & Oral..., System Implementations, Process Improvement, Leadership, Real Estate Transactions, Business Development, Condos, Single Family Homes, Public Speaking, Pipeline Management, Business Networking, Mortgage Lending, Vision Development, Efficiency, Operational Efficiency, Marketing Copy, Tech-savvy
Education
University of California, Davis
BA, American studies
First Federal of Lakewood January 2015 - Present
911 Driving School July 2011 - Present
First Federal Lakewood October 2009 - December 2014
Rocky River Chamber of Commerce January 2001 - January 2012
Chase Home Mortgage January 2005 - December 2008
Wells Fargo, Private Mortgage Banking January 2002 - January 2005
Bank One Mortage December 1992 - January 2002
Bank One 1992 - 2002
First Nationwide Bank December 1990 - November 1992
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Construction Loans, Finance, FHA, Refinance, Credit, Banking, Small Business, Real Estate, Management, Leadership, Sales, Loan Origination, Portfolio Management, Customer Service, Investment Properties, Sales Management, Investments, Small Business Lending, Residential Homes, Commercial Banking, Training, Residential Mortgages, Commercial Lending, Referrals, Sellers, Commercial Mortgages, Credit Analysis, Real Estate Financing, Consumer Lending, First Time Home Buyers, Foreclosures, Real Estate Economics, Real Estate Transactions, USDA, Selling, Short Sales, Commercial Real Estate, Investors, Cross Selling, Funding, Condos, FHA financing, VA loans, VA Loans, FHA Financing
Education
Marquette University 1982 — 1986
Finance
Bishop Watterson High School 1978 — 1982
Diploma, College Prep
Wells Fargo Practice Finance February 2014 - Present
Wells Fargo Private Mortgage Banking September 2011 - February 2014
Wells Fargo Financial (US Consumer) August 2007 - March 2009
Wells Fargo Bank May 2005 - August 2007
Wells Fargo Financial (US Consumer) November 2001 - May 2005
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Portfolio Management, Investments, Mortgage Lending, Sales, Financial Services
Education
UC Irvine 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Casa Concierge August 2013 - Present
The Chi Center April 2010 - December 2013
Wells Fargo Private Mortgage Banking February 2003 - March 2010
ThirdAge Media November 1999 - July 2001
Skills
Marketing, Advertising, Event Planning, Sales, Strategic Planning, Social Media, Team Building, Public Speaking, Leadership, Customer Service, New Business Development, Coaching, Budgets, Social Networking, Training, Business Development, Sales Management, Executing Events, Research, Superior Client Service, Microsoft Excel, Exceptional People..., Organization, Client Services
Education
San Francisco State University
BA, Broadcast Communication Arts
First Republic Bank July 2011 - Present
Wells Fargo Private Mortgage Banking June 2004 - July 2011
Builder1440 January 2001 - June 2004
Visa 1997 - 1999
Visa 1997 - 1999
Coppers and Lybrand 1992 - 1994
Skills
CPA (inactive), Credit, Commercial Lending, Loans, Financial Analysis, Banking
Education
University of San Francisco 1987 — 1991
Bachelor's degree, Business - Accounting
Oxford University 1989 — 1990
Wells Fargo Home Mortgage November 2013 - June 2014
Wells Fargo Private Mortgage Banking May 2009 - November 2013
Rabobank 2003 - May 2009
Morgan Stanley December 1999 - August 2003
Skills
Wealth Management..., Loans
Education
California State University-Chico 1983 — 1986
Sotheby's International Realty December 2013 - Present
Bratty and Bluhm Real Estate November 2012 - December 2013
QRE Group October 2009 - June 2011
Top To Bottom January 1994 - 2009
Wells Fargo Private Mortgage Banking 2006 - 2008
Monterey Coast Mortgage November 1993 - December 2004
Bank of America 1989 - 1993
Bratty Real Estate 1984 - 1988
Skills
Strategic Planning, Sales Management, Sales, Business Development, Team Building, Recruiting, New Business Development, Account Management, Salesforce.com, Real Estate, Residential Homes, Sellers, Investors, REO, Marketing, Property, Real Estate Transactions, Investment Properties, Short Sales, Contract Negotiation, Condos, First Time Home Buyers, Foreclosures, Negotiation, Relocation, Selling, Single Family Homes, 1031 Exchanges, Buyer Representation, FHA, New Home Sales, Real Estate Financing, Real Property, Referrals, Vacation Homes, Brokerage, Income Properties, Buyers, Refinance, Loans, Loan Origination, Mortgage Lending
Education
Golden Gate University 1983 — 1985
MBA, Business Administration
Westmont College 1980 — 1982
BA, Econonmics/Business
Pacific Grove High School 1974 — 1978
HS
Rancho Financial, Inc. April 2015 - Present
Wells Fargo Private Mortgage Banking October 2014 - April 2015
W. J. Bradley Mortgage October 2012 - May 2014
Novak Design Group 2001 - 2011
Wells Fargo Home Mortgage 1991 - 2001
Skills
Art Direction, Illustration, Graphic Design, Logo Design, Illustrator, Real Estate Financing, Financial Accounting, Interior Design, Custom Remodeling, Painting, Customer Oriented, Client Service Oriented, Helping Clients Succeed, Assisting First Time..., Mortgage Lending, Residential Mortgages, QuickBooks, Quick Study, Proactive self-starter, Executive Financial..., Kitchen & Bath Design, Client Services, Loans, First Time Home Buyers, FHA, Refinance, Investment Properties, Mortgage Banking, FHA Financing, Real Estate, Credit, Referrals, Residential Homes
Education
Arizona State University
Bachelor's degree, Accounting
Scottsdale Community College
Associate of Applied Science, Interior Design
Community First National Bank November 2013 - Present
Wells Fargo Private Mortgage Banking April 2012 - November 2013
LeaderOne Financial August 2008 - April 2012
Countrywide January 2007 - June 2008
Skills
Banking, Underwriting, Financial Analysis, Customer Service, Construction Loans, Investments, Non-Conforming, Jumbo Mortgage, Consumer Lending, Sales, Marketing, Leadership, Mortgage Lending, Mortgage Banking, Finance, Credit
Education
Kansas State University 2002 — 2006
BS, Marketing, Economics
Wells Fargo Private Mortgage Banking October 2011 - Present
Skills
Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Purchase Financing, Refinance, Loan Origination, Loans, Real Estate Transactions, Finance, Due Diligence, Credit, Credit Analysis, Underwriting
Education
Menlo College 2008 — 2011
Bachelor of Science (B.S.), Business Management
Linfield College 2005 — 2007
Squaw Valley Academy 2003 — 2005
High School Diploma
Gunn High School
Wells Fargo Private Mortgage Banking March 2015 - Present
Guaranteed Rate October 2012 - March 2015
The Manhattan Mortgage Company June 2006 - October 2012
Guardhill Financial July 1998 - May 2006
Nomura Securities July 1993 - May 1998
Skills
Residential Mortgages, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Real Estate, Real Estate Financing, Real Estate Economics, Financial Services, Investment Properties, Refinance, First Time Home Buyers, Reverse Mortgages, Underwriting, Credit Analysis, Credit
Education
University of Northern Colorado 1989 — 1993
BA, Psychology
Wells Fargo Private Mortgage Banking August 2012 - Present
Fairway Independent Mortgage Corp dba Bedrock Lending September 2009 - August 2012
Skills
Mortgage Lending, Jumbo Mortgage, Portfolio Lending, Asset Dissipation, Loans, Portfolio Management, Mortgage Banking, Refinance, Real Estate, Real Estate Transactions, Investment Properties, Sales, Underwriting, Finance, Residential Homes, Loan Origination, Banking, Management, Residential Mortgages, Strategy, Credit, Small Business, Commercial Lending, Investments, Credit Analysis, Real Estate Financing
Education
Southern Methodist University
Westlake High School
SecurityNational Mortgage Company #3116 August 2015 - Present
Eagle Home Mortgage September 2014 - August 2015
Nationstar Mortgage August 2013 - September 2014
DHI Mortgage November 2012 - August 2013
Wells Fargo Private Mortgage Banking January 2012 - November 2012
INNOVATIVE MORTGAGE SERVICES, INC. February 2010 - January 2011
Bank of America Mortgage January 2009 - January 2010
Wells Fargo Home Mortgage January 2004 - January 2009
UAMC October 2001 - December 2003
Morgan Stanley Investment Management June 2000 - September 2001
Skills
Mortgage Lending, Refinance, Relocation, Sales, FHA, Mortgage Banking, USDA, Finance, Investment Properties, Credit, Residential Mortgages, Government Loans, Loans, Reverse Mortgages, Loan Origination, Real Estate, FHA financing, VA loans, Investments, Underwriting, First Time Home Buyers, Construction Loans, VA Loans, FHA Financing
Education
Central Connecticut State University
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo Home Mortgage February 1996 - March 2012
Wells Fargo Private Mortgage Banking August 1996 - December 2009
Education
University of Minnesota Duluth 1980 — 1984
Business, Personnel & Industrial Relations
Wells Fargo Private Mortgage Banking January 2011 - Present
SunTrust Mortgage Inc. June 1985 - December 2011
Skills
Loan Origination, Mortgage Banking, Credit Analysis, Credit, FHA, Loans, Mortgage Lending, Residential Mortgages, Refinance, Commercial Lending, Consumer Lending, Investment Properties, Finance
Education
Florida International University 1996 — 2000
Bachelor's degree, Real Estate Finance and International Business
Wells Fargo Private Mortgage Banking April 2014 - Present
First Republic Bank September 2011 - April 2014
Wells Fargo Private Mortgage Banking March 2007 - August 2011
The Ritz-Carlton Residences at LA Live 2009 - 2010
Citimortgage 2003 - 2007
Citimortgage 2003 - 2007
Skills
Portfolio Management, Credit, Banking, Wealth Management, Investments, Mortgage Lending, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Consumer Lending, Mortgage Banking, Loan Origination, Lines Of Credit, Commercial Mortgages, Finance, Financial Analysis
Education
Woodbury University 2005 — 2006
MBA
University of California, Irvine 1999 — 2003
B.A., Economics
Pegasus Bank June 2015 - Present
SharePlus Bank (Merged with Green Bank Oct. 2014) January 2013 - May 2015
Fairway Independent Mortgage Corporation March 2009 - January 2013
Wells Fargo Private Mortgage Banking August 2005 - March 2009
WCR Dallas 2007 - 2009
WCR Dallas 2007 - 2009
Executive Home Mortgage January 2002 - August 2005
Skills
Conversational Spanish, Licensed Texas Mortgage..., Marketing, Real Estate, Team Building, Mortgage Lending, Sales, Investment Properties, Management, Finance, Underwriting, Refinance, Loans, Loan Origination, Licensing, Customer Service, Mortgage Marketing, Credit, Loan Servicing, Conversation, Residential Homes, FHA, Funding, First Time Home Buyers, Mortgage Banking, Selling, REO
Education
Northwestern State University 1994 — 1998
BS, Hospitality Management and Tourism
Mt. Pleasant High School
Wells Fargo Private Mortgage Banking October 2011 - Present
Bank of America March 2008 - September 2011
Banc of America Investment Service March 2006 - March 2008
Life Link LLC May 2004 - March 2006
Liddell Laboratory June 1998 - May 2004
Skills
New Business Development, Strong prospecting..., Strong networking skill..., High touch customer..., A "Work hard, Play..., Sales characteristic-..., Sales, Account Management, Strategy, Business Development, Banking, CRM, Finance, Investments, Management, Mortgage Lending, Loans, Portfolio Management, Financial Services, Real Estate, Analysis, Business Planning, Training, Loan Origination, Wealth Management, Credit, Cross Selling, Refinance, Residential Mortgages, Languages, Social Networking
Education
Diablo Valley College 2001 — 2002
St. Mary's College of California 1998 — 2000
mba
The Hong Kong Academy for Performing Arts 1992 — 1994
Bachelor
Anthony School, San Francisco CA
Truckee River Winery May 2014 - Present
Wells Fargo Private Mortgage Banking November 2004 - April 2014
The Winemaker's Pour House September 2011 - September 2013
Ensembles October 2008 - May 2009
Associated Capital Consultants September 2002 - October 2004
Knell Law Corporation November 2001 - August 2002
Alain Pinel Realtors February 2000 - October 2001
Skills
Real Estate, Marketing, Customer Service, Loans, Management, Mortgage Banking, Mortgage Lending, Food, Loan Origination, Refinance, Credit, Residential Mortgages, Mortgage Underwriting, Underwriting, Strategic Planning, Sales
Education
Foothill College 1997 — 1999
AA, Liberal Studies
MILTSAM - Miltenberg & Samton, Inc. April 2010 - Present
Noble Americas July 2008 - April 2010
Miltenberg & Samton, Inc. July 2005 - July 2008
Wells Fargo Private Mortgage Banking April 2003 - June 2005
Skills
Marketing, Sales, Trading, Ingredients, Business Development, Team Management, Logistics
Education
Bentley University 1995 — 1999
BA, International Studies
Universidad de Sevilla 1996 — 1997
Study Abroad
Staples High School 1990 — 1994
Wells Fargo February 2014 - Present
Wells Fargo PMB 1995 - Present
Wells Fargo Private Mortgage Banking 1995 - Present
Wells Fargo Home Mortgage 1995 - Present
Wells Fargo Bank 2000 - 2009
Education
California State University-Northridge 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Private Mortgage Banking August 2001 - Present
Skills
Mortgage Banking, Loan Origination, Loans, Credit, Refinance, Mortgage Lending, Residential Mortgages, FHA, USDA, Investment Properties, Banking, Credit Analysis, Underwriting, Real Estate, Mortgage Underwriting, Commercial Lending, Construction Loans, Home Equity Loans, Consumer Lending, FHA financing, Certified Mortgage..., Commercial Banking, Finance, Financial Services, Investments, Loan Servicing, Real Estate Economics, Real Estate Financing, Relationship Management, Small Business Lending, Retail Banking, Portfolio Management
Education
Indiana Wesleyan University 1999 — 2001
Bachelor of Science in Business Administration, Business
Oklahoma State University 1984 — 1986
Fire Protection Technology & Safety Engineering
Rock Valley College 1981 — 1984
Associate of Arts (AA), Arts & General Studies
Grendahl Mechanical LLC June 2014 - Present
Peoples Bank February 2013 - December 2014
Wells Fargo Private Mortgage Banking February 2012 - February 2013
Wells Fargo Private Mortgage Banking November 2008 - February 2012
Founder Institute February 2011 - March 2011
Tradeplay January 2007 - November 2010
Tidalwave Capital October 2000 - November 2008
United Capital Financial June 1999 - September 2000
Grendahl Mechanical, Inc. January 1996 - May 1999
3M Worldwide January 1995 - April 1995
Skills
Entrepreneurship, Real Estate, Investments, Mortgage Lending, Start-ups, Management, New Business Development, Leadership, Strategy, Business Intelligence, Sales, Finance, Financial Analysis, Loans
Education
University of Minnesota - Carlson School of Management 1990 — 1995
BSB, Management
University of Minnesota-Twin Cities 1990 — 1995
BSB, Business
University of the Virgin Islands, St. Thomas U.S.V.I. 1994 — 1994
Business
Wells Fargo Private Mortgage Banking April 2003 - Present
UBS September 2000 - January 2002
Morgan Stanley September 1999 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Equity Research, Real Estate, Loans, Loan Origination, Investment Properties, FHA, Selling, Residential Mortgages, Refinance, Investments, Credit, First Time Home Buyers, Real Estate Transactions, Negotiation, Real Estate Economics, Underwriting, Banking, Sales Management, Real Estate Financing, Condos, Credit Analysis
Education
Boston University 1995 — 1999
BS, Interdisciplinary Studies
Wells Fargo Private Mortgage Banking April 1998 - Present
Skills
Finance, Credit, Loans, Loan Origination, Mortgage Banking, Refinance, Leadership, Mortgage Lending, Sales, Residential Mortgages, Mortgage Marketing, Referrals, Construction Loans, Management, Credit Analysis, Banking, Underwriting
Education
Tarleton State University
Bachelor's degree
PNC Mortgage May 2015 - Present
Wells Fargo Private Mortgage Banking July 2010 - May 2015
Alambry Funding/Orleans Homes January 2004 - June 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Investment Properties, FHA, Refinance, Real Estate, Loan Origination, Credit, Sales
Education
Meredith College 1977 — 1979
B.A., Sociology
Peace College 1975 — 1977
A.A.
Wells Fargo Private Mortgage Banking February 2015 - Present
Union Bank August 2012 - January 2015
Wells Fargo Bank March 2004 - August 2012
Skills
Loans, Credit Analysis, Mortgage Lending, Wealth Management, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Refinance, Relationship Management, Asset Management, Credit, Portfolio Management
Education
University of California, Los Angeles 2011 — 2012
Personal Financial Planning
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Cognitive Science
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Wells Fargo Private Mortgage Banking May 2003 - Present
Citigroup Private Bank, San Francisco 1993 - 2003
Citigroup Private Bank 1993 - 2003
Skills
Mortgage Lending, Banking, Credit, Asset Management, Loans, Finance, Credit Analysis, Financial Analysis, Investments, Underwriting, Mortgage Banking, Financial Structuring, Private Banking, Loan Origination
Education
University of California, Berkeley
BA, Linguistics
Wells Fargo Private Mortgage Banking May 2009 - Present
American Title December 2008 - Present
First National Bank of Omaha July 2007 - November 2008
Education
Northwest Missouri State University 1992 — 1996
New American Funding January 2013 - Present
Starkey Mortgage November 2011 - January 2013
Bank of America Home Loans May 2006 - November 2011
Wells Fargo Private Mortgage Banking 2005 - 2006
Colorado Express Mortgage August 1991 - April 2005
Waterfield Financial 1993 - 1995
Skills
Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Residential Mortgages, Loans, USDA, Banking, Short Sales, FHA financing, VA loans, Credit, Government Loans, Refinance, Construction Loans, Commercial Lending, Certified Mortgage..., Credit Analysis, Mortgage Underwriting, Reverse Mortgages, Underwriting, Real Estate Financing, Commercial Mortgages, Lines Of Credit, Mortgage Servicing, Loss Mitigation, Consumer Lending, Home Equity Loans, FHA Financing, VA Loans
Education
Fort Hays State University 1975 — 1979
Bachelor of Science (BS), Finance, General
21st Century Financial February 2015 - Present
Wells Fargo Private Mortgage Banking March 2013 - September 2014
Wells Fargo Private Mortgage Banking May 2008 - March 2013
JP Morgan Chase March 2007 - March 2008
Argent Mortgage January 2004 - March 2007
Skills
Loans, Sales Management, Customer Service, Mortgage Lending, Account Management, Mortgage Banking, Credit, Marketing, Loan Origination, Leadership, Management, Refinance
Education
Orange Coast College 2008 — 2012
BA, Culinary Arts
Chapman University 2000 — 2004
California State University-Fullerton 1996 — 1998
Villa Park 1992 — 1996
Wells Fargo Home Mortgage September 2011 - Present
Residential Mortgage Services, Inc. January 1990 - December 2008
Wells Fargo Private Mortgage Banking February 2000 - May 2006
Diablo Funding Blackhawk March 2005 - August 2005
Skills
Mortgage Lending
Education
University of Minnesota-Morris 1968 — 1969
English
Minneapolis North High 1965 — 1968
Graduated, English
Wells Fargo Home Mortgage March 2012 - Present
Bank of America December 2008 - February 2012
Wells Fargo Private Mortgage Banking December 2006 - December 2008
Wells Fargo Home Mortgage December 2003 - December 2006
Bank of America January 1990 - December 2003
Skills
Loans, Residential Mortgages, Mortgage Lending, Loan Origination, Refinance, Credit, Real Estate, Credit Analysis, FHA, Sales
Education
University of Southern California - Marshall School of Business 1977 — 1979
Master of Business Administration (MBA), Finance
University of Nottingham 1974 — 1977
Bachelor's of Science, Industrial Engineering
Wells Fargo Home Mortgage- Pacific Division August 2013 - Present
Wells Fargo, Private Mortgage Banking May 2011 - August 2013
Wells Fargo 2009 - April 2011
Lendsure Financial Services October 2008 - May 2009
Accredited Home Lenders November 2003 - August 2008
Union Bank of California January 2002 - October 2003
Advanta Corporation September 1993 - February 2001
ADVANTA Mortgage 1991 - 1999
San Diego Trust And Savings Bank 1987 - 1989
Skills
Mortgage Lending, Operations Management, FHA financing, Credit Analysis, Underwriting, Credit Risk, Loan Origination, Leadership, Risk Management, Portfolio Management, Process Improvement, Executive Management, Customer Service, Mortgage Underwriting, Loss Mitigation, Loans, FHA, Credit, Loan Servicing, Banking, Mortgage Banking, Financial Risk, Refinance, Residential Mortgages, Analysis, FHA Financing
Education
American Banking Institute
Oregon State University
Bachelor of Science, Finance
Wells Fargo Private Mortgage Banking April 1990 - Present
Wells Fargo Home Mortgage 1988 - Present
Skills
Mortgage Banking, FHA, Sales Management, FHA financing, Refinance, Credit Risk, VA loans, Reverse Mortgages, Loan Origination, Residential Mortgages, Mortgage Lending, Construction Loans, Loans, Sales, Team Building, Leadership, Consumer Lending, USDA, Mortgage Underwriting, Commercial Lending, Investment Properties, Banking, Real Estate, Finance, Credit, First Time Home Buyers, Credit Analysis, Portfolio Management, Small Business Lending, Underwriting, Government Loans, Mortgage Servicing, Certified Mortgage..., Real Estate Financing, Loan Servicing, Home Equity Loans, FHA Financing, VA Loans
Education
Minnesota State University, Mankato 1981 — 1985
Marketing, Management and Industrial Relations, Economics
Owatonna High School 1976 — 1980
Wells Fargo Private Mortgage Banking June 1994 - Present
Skills
Credit Analysis, Mortgage Lending, FHA, Credit, Banking, Mortgage Banking, Loans, Loan Origination, Sales, Refinance, Coaching, Recruiting, Management, Residential Mortgages
Education
University of Colorado at Boulder 1991 — 1992
Master of Business Administration (MBA), Business/Managerial Economics
Washington University in St. Louis 1985 — 1989
Business, Economics
Millard North High School Omaha, NE
Wells Fargo Private Mortgage Banking October 2014 - Present
Mutual Of Omaha Bank July 2013 - October 2014
Wells Fargo Private Mortgage Banking January 2003 - July 2013
Education
Boston University 1988 — 1992
BSBA, Management
Belmont Hill
Wells Fargo Private Mortgage Banking July 2013 - Present
Wells Fargo Home Mortgage December 2011 - July 2013
Wells Fargo Home Mortgage June 2003 - October 2007
Bank of America June 1996 - June 2003
Weyerhaeuser Mortgage Company March 1981 - June 1996
Education
California State University-Northridge 1974 — 1979
BA, Political Science
Bank of America October 2014 - Present
Wells Fargo Private Mortgage Banking August 2012 - September 2014
Prime Mortgage, a Division of the Business Bank June 1993 - July 2012
Skills
Refinance, Customer Service, Loans, Mortgage Banking, Financial Analysis, Investment Properties, First Time Home Buyers, Negotiation, Leadership, Investments, Real Estate, Finance, Mortgage Lending, Sellers, FHA, Real Estate Economics, Real Estate Transactions
Education
University of Minnesota-Twin Cities
Banner Bank September 2008 - Present
All Saints Church 2006 - 2010
Wells Fargo Financial October 2005 - February 2008
HomeStreet Bank 2008 - 2008
Wells Fargo - Private Mortgage Banking 2003 - 2003
Skills
Small Business Lending, Banking, Credit, Commercial Lending, Financial Analysis, Credit Analysis
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
BA, Finance
Wells Fargo Private Mortgage Banking January 2015 - Present
Stearns Lending (NMLS #1854) December 2012 - January 2015
Wells Fargo Home Mortgage September 1992 - December 2012
US Bank April 1982 - September 1992
Skills
Talent Management, Mortgage Banking, Recruiting, Coaching, Mortgage Lending, FHA, Refinance, VA loans, Customer Service, Loan Origination, Cold Calling, Sales Management, Residential Mortgages, Sales, Loans, Credit, Reverse Mortgages, Government Loans, USDA, FHA financing, Mortgage Underwriting, Certified Mortgage..., Underwriting, Home Equity Loans, Home Equity Lines of..., Credit Analysis, Consumer Lending, Construction Loans, Mortgage Marketing, Loss Mitigation, Commercial Mortgages, Mortgage Servicing, Real Estate Financing, First Time Home Buyers, Debt Consolidation, Commercial Lending, VA Loans, FHA Financing, Finance, Real Estate, Banking
Education
Saint John's University 1977 — 1981
BA, Political Science/History
Armstrong High School
City National Bank April 2015 - Present
PNC Mortgage September 2013 - April 2015
Wells Fargo Private Mortgage Banking May 2005 - August 2013
Washington Mutual August 2002 - April 2005
Skills
Mortgage Banking, Credit Analysis, Refinance, Banking, FHA, Credit, Loans, Commercial Lending, First Time Home Buyers, Residential Mortgages, Mortgage Lending, FHA financing, Loan Origination, VA loans, USDA, Finance, Construction Loans, Consumer Lending, Mortgage Underwriting, FHA Financing, VA Loans
Education
San Diego State University-California State University 2002 — 2005
Wells Fargo The Private Bank 2010 - Present
Wells Fargo The Private Bank 2009 - 2010
Wells Fargo Private Mortgage Banking 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Banking, Investment Advisory, Loans, Residential Mortgages, Wealth Management, Wealth, Investment Strategies, Alternative Investment..., Strategic Financial..., Private Banking, Investment Management, Finance
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Finance, General
Wells Fargo Private Mortgage Banking September 2014 - Present
Wells Fargo Home Mortgage January 2009 - December 2013
Bank of Texas March 2008 - December 2008
Washington Mutual January 2002 - March 2008
North American Mortgage January 1997 - January 2002
Colgate Palmolive March 1986 - December 1996
Womack Brokerage Company November 1983 - March 1986
Skills
Refinance, Credit, Loan Origination, Loans, Mortgage Lending, Credit Analysis, Commercial Lending, Banking, Mortgage Banking, VA loans, FHA financing, Residential Mortgages, USDA
Education
McNeese State University 1978 — 1983
BS, Marketing
Wells Fargo Private Mortgage Banking 2010 - Present
JP Morgan Chase February 2005 - May 2009
Education
Northeastern University 1979 — 1983
Bachelors, Finance and Marketing
Wells Fargo Private Mortgage Banking January 1997 - March 2015
Norwest Bank of Arizona, NA January 1993 - January 1997
Citibank of Arizona, NA January 1988 - January 1993
United Bank of Arizona January 1987 - January 1988
Sterling Savings Association January 1986 - January 1987
Zions First National Bank January 1981 - January 1986
Skills
Credit, Banking, Credit Analysis, Underwriting, Investments, Leadership, Management, Training, Business Development, Due Diligence, Referrals, Sales Operations, Commercial Real Estate, Loan Origination, Refinance, Mortgage Banking, Residential Mortgages
Education
Gonzaga University 1977 — 1980
BA, Psychology / Foriegn Languages
American Institute of Banking
Robert Morris Associates RMA
State of California Real Estate
Wells Fargo Private Mortgage Banking June 2010 - Present
JPMorgan Chase February 2005 - July 2010
Education
Northeastern University 1977 — 1981
BS, Business / Marketing
Robert Half February 2014 - Present
lucy activewear October 2013 - February 2015
Robert Half November 2013 - February 2014
Nationstar Mortgage April 2013 - August 2013
Wells Fargo Private Mortgage Banking March 2013 - April 2013
Edward Jones Mortgage November 2011 - March 2013
Yoga North January 2011 - May 2011
The Original Famous Dave’s Restaurant on Round Lake; Hayward, Wisconsin May 2007 - August 2010
Paper City Savings; Wisconsin Rapids, Wisconsin June 2006 - May 2007
Skills
Recruiting, Temporary Staffing, Marketing, Staffing Services, Public Relations, Sales, Customer Service, Event Planning, Loans, Mortgage Lending, Time Management, Marketing Communications, Social Networking, Mortgage Banking, VA loans, Social Media Marketing, Microsoft Office, FHA financing, Salesforce.com, Advertising, Public Speaking
Education
University of Minnesota-Duluth 2007 — 2011
BBA, Marketing
Wells Fargo Private Mortgage Banking December 2009 - Present
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loans, FHA, Residential Mortgages, Credit, Investments, First Time Home Buyers, Investment Properties, Banking, Real Estate Financing
Education
City University of New York-Baruch College 1996 — 2001
City University of New York-Baruch College 1995 — 2001
Smith Rothchild Financial April 2003 - May 2006
Washington Mutual March 2001 - April 2003
Wells Fargo Private Mortgage Banking 2001 - 2001
Capital Funding Mortgage Company, LLC 1999 - 2001
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office
Education
Mather Highschool 1994 — 1998
High School Diploma, General Studies
Oakton Community College
Counseling Psychology
Wells Fargo Private Mortgage Banking September 2000 - Present
The Boston Company June 1996 - August 2000
Skills
Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Loans, Loan Origination, Real Estate, Investment Properties, Certified Mortgage..., USDA, First Time Home Buyers, Credit, Construction Loans
Education
Arizona State University 1987 — 1991
Finance, Business Administration, Management and Operations
Dallas Mavericks September 2014 - Present
Mercer Island High School November 2013 - August 2014
Wells Fargo Private Mortgage Banking November 2013 - May 2014
The Legacy Group September 2008 - November 2013
NBA Summer League July 2010 - July 2010
The Pete Newell Big Man Camp August 1999 - August 2008
Dobson & Pinci International Law Office August 2005 - August 2007
Skills
Loans, Mortgage Banking, Negotiation, Mortgage Lending, Refinance, Real Estate, Loan Origination, Credit, Real Estate Transactions, Investment Properties, Residential Mortgages, Real Estate Economics, FHA, REO, Commercial Lending, Underwriting, Finance, Construction Loans
Education
American University of Rome 2005 — 2005
Italian, International Business & Law
University of California, Santa Barbara 2000 — 2004
Global&International Studies
Eastside Catholic 1996 — 2000
Guaranteed Rate June 2013 - Present
BNY Mellon April 2011 - June 2013
Wells Fargo Private Mortgage Banking July 2010 - April 2011
Bank of America July 2009 - July 2010
JPMorgan Chase January 2008 - July 2009
Washington Mutual Bank 1998 - January 2008
Skills
Relationship Management, Mortgage Lending, Credit Analysis, Financial Services, Consumer Lending, Sales, Banking, Credit, Wealth Management, Residential Mortgages, Loan Origination, Portfolio Management, Mortgage Banking
Education
Massasoit Community College 2010 — 2016
Wells Fargo Private Mortgage Banking August 2014 - Present
EagleBank July 2012 - August 2014
Bank of America June 2006 - July 2012
Skills
Mortgage Lending, Refinance, Loan Origination, Mortgage Banking, Loans, Credit Cards, First Time Home Buyers, Credit, Consumer Lending, FHA, Residential Mortgages, Credit Analysis, Customer Service, VA loans, Production Support, Executive Support, FHA financing, Customer Satisfaction, Processing, Flexibility, Mortgage Servicing, Commercial Lending, FHA Financing
Education
Penn State University 1981 — 1983
Associate of Science (A.S.), Computer Science
BNY Mellon June 2015 - Present
Wells Fargo Private Mortgage Banking September 2000 - April 2015
Education
Arizona State University 1987 — 1991
Bachelor's degree, Finance
Arizona State University 1987 — 1991
Bachelor's degree, Finance
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
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
Wells Fargo Private Mortgage Banking March 1998 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook
Education
Dakota County Technical College
Rosemount Senior High School