Wingspan Portfolio Advisors
Industry: Company
DescriptionFounded: 2001 Parent organization: Wingspan Portfolio Holdings, Inc.
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Wingspan Portfolio Advisors Employees
Employee
Years
Job
Industry
Maggie Quinn Maggie Quinn's Wingspan Portfolio Advisors Experience June 2013 - October 2014
Job Banking Professional
Industry Banking
Experience
ISGN February 2015 - Present
Wingspan Portfolio Advisors June 2013 - October 2014
Children's Home Society of Florida December 2009 - November 2012
Viera Realty June 2008 - April 2009
Re/Max Service Team January 2008 - June 2008
Lennar June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Accounting, Management, PowerPoint, Budgets, Strategic Planning, Financial Analysis
Education
Chaminade University of Honolulu 1996 — 2000
Bachelor of Arts (B.A.), Sociology
ISGN February 2015 - Present
Wingspan Portfolio Advisors June 2013 - October 2014
Children's Home Society of Florida December 2009 - November 2012
Viera Realty June 2008 - April 2009
Re/Max Service Team January 2008 - June 2008
Lennar June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Accounting, Management, PowerPoint, Budgets, Strategic Planning, Financial Analysis
Education
Chaminade University of Honolulu 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Cathryn Moseyee Cathryn Moseyee's Wingspan Portfolio Advisors Experience February 2012 - October 2012
Job Neuro Rehabilitation Specialists Supervisor
Industry Hospital & Health Care
Experience
Centre for Neuro Skills October 2012 - Present
Fort Worth ISD October 2013 - June 2014
Wingspan Portfolio Advisors February 2012 - October 2012
American Hospice December 2008 - August 2010
American Red Cross November 2008 - June 2010
University of North Texas August 2007 - May 2010
Skills
Microsoft Office, Data Entry, Microsoft Word, Microsoft Excel, Tutoring, Research, Customer Service, Access, Spreadsheets, Teamwork, Databases, Leadership, Healthcare, Management, Time Management, Outlook
Education
Dallas Baptist University 2010 — 2012
Master of Art, Management
University of North Texas 2007 — 2010
Bachelor of Science, Emergency Administration and Planning
Centre for Neuro Skills October 2012 - Present
Fort Worth ISD October 2013 - June 2014
Wingspan Portfolio Advisors February 2012 - October 2012
American Hospice December 2008 - August 2010
American Red Cross November 2008 - June 2010
University of North Texas August 2007 - May 2010
Skills
Microsoft Office, Data Entry, Microsoft Word, Microsoft Excel, Tutoring, Research, Customer Service, Access, Spreadsheets, Teamwork, Databases, Leadership, Healthcare, Management, Time Management, Outlook
Education
Dallas Baptist University 2010 — 2012
Master of Art, Management
University of North Texas 2007 — 2010
Bachelor of Science, Emergency Administration and Planning
Angela McCollum Angela McCollum's Wingspan Portfolio Advisors Experience February 2010 - October 2014
Job Financial Services Professional
Industry Financial Services
Experience
ISGN February 2015 - Present
Wingspan Portfolio Advisors February 2010 - October 2014
Chase February 2010 - February 2013
Fiserv Lending Solutions March 2008 - December 2009
Atlantic Mortgage Services, Inc. January 2003 - February 2008
ServiceMaster Clean June 2000 - May 2002
US Army April 1992 - April 1996
Skills
Mortgage Lending, Microsoft Office, Finance, Banking, Mortgage Banking, Customer Service, Loan Origination, Residential Mortgages, Credit, Financial Analysis, Credit Analysis, Loans, Process Improvement, Team Building, Leadership, Microsoft Excel
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Alabama in Huntsville 1998 — 2002
Bachelor's degree, Finance
ISGN February 2015 - Present
Wingspan Portfolio Advisors February 2010 - October 2014
Chase February 2010 - February 2013
Fiserv Lending Solutions March 2008 - December 2009
Atlantic Mortgage Services, Inc. January 2003 - February 2008
ServiceMaster Clean June 2000 - May 2002
US Army April 1992 - April 1996
Skills
Mortgage Lending, Microsoft Office, Finance, Banking, Mortgage Banking, Customer Service, Loan Origination, Residential Mortgages, Credit, Financial Analysis, Credit Analysis, Loans, Process Improvement, Team Building, Leadership, Microsoft Excel
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Alabama in Huntsville 1998 — 2002
Bachelor's degree, Finance
Didi Nkwocha Didi Nkwocha's Wingspan Portfolio Advisors Experience January 2012 - May 2012
Job Recruiting Coordinator
Industry
Experience
Future Step, A Korn/Ferry Company May 2014 - July 2015
Capital One October 2013 - March 2014
Defaultlink - Butler and Hosch September 2012 - June 2013
Wingspan Portfolio Advisors January 2012 - May 2012
Pro Staff August 2011 - January 2012
Williams Lea November 2009 - July 2011
Skills
Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Lotus Notes, Microsoft Excel, Software Documentation, Microsoft Word, Windows, Taleo
Education
Collin County Community College 2010 — 2012
Associate of Arts (A.A.)
Dallas Baptist University
Health/Health Care Administration/Management
Plano senior high
Future Step, A Korn/Ferry Company May 2014 - July 2015
Capital One October 2013 - March 2014
Defaultlink - Butler and Hosch September 2012 - June 2013
Wingspan Portfolio Advisors January 2012 - May 2012
Pro Staff August 2011 - January 2012
Williams Lea November 2009 - July 2011
Skills
Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Lotus Notes, Microsoft Excel, Software Documentation, Microsoft Word, Windows, Taleo
Education
Collin County Community College 2010 — 2012
Associate of Arts (A.A.)
Dallas Baptist University
Health/Health Care Administration/Management
Plano senior high
Ryan Lilly Ryan Lilly's Wingspan Portfolio Advisors Experience May 2013 - January 2015
Job Vice President at Xome Holdings, LLC
Industry Real Estate
Experience
xome January 2015 - Present
Wingspan Portfolio Advisors May 2013 - January 2015
AMRE Solutions January 2012 - May 2013
Integrated Asset Services July 2010 - January 2012
Integrated Asset Services July 2007 - July 2010
Aurora Loan Services - A Lehman Brothers Company December 2006 - September 2007
Firserv ISS August 2006 - November 2006
Skills
Business Strategy, Business Development, Product Development, Marketing, Financial Analysis, Key Client Relationships, Sales, Investments, Banking, Mortgage Lending, Investment Properties, Customer Service, Selling, Contract Negotiation, REO, Real Estate, Mergers & Acquisitions, Loans, Finance, Budgets, Property Management, Risk Management, Leadership, Strategic Planning, Asset Management, Sales Management, Valuation, Due Diligence, Loss Mitigation, Portfolio Management, Negotiation, Default, Credit, Forecasting, Marketing Strategy, Financial Services, Team Building, CRM, Account Management, Management, New Business Development, Mortgage Banking, Loan Origination, Real Estate Financing, Real Estate Economics, FHA, Residential Mortgages, Real Estate Transactions
Education
Colorado State University
BS, Finance and Real Estate
xome January 2015 - Present
Wingspan Portfolio Advisors May 2013 - January 2015
AMRE Solutions January 2012 - May 2013
Integrated Asset Services July 2010 - January 2012
Integrated Asset Services July 2007 - July 2010
Aurora Loan Services - A Lehman Brothers Company December 2006 - September 2007
Firserv ISS August 2006 - November 2006
Skills
Business Strategy, Business Development, Product Development, Marketing, Financial Analysis, Key Client Relationships, Sales, Investments, Banking, Mortgage Lending, Investment Properties, Customer Service, Selling, Contract Negotiation, REO, Real Estate, Mergers & Acquisitions, Loans, Finance, Budgets, Property Management, Risk Management, Leadership, Strategic Planning, Asset Management, Sales Management, Valuation, Due Diligence, Loss Mitigation, Portfolio Management, Negotiation, Default, Credit, Forecasting, Marketing Strategy, Financial Services, Team Building, CRM, Account Management, Management, New Business Development, Mortgage Banking, Loan Origination, Real Estate Financing, Real Estate Economics, FHA, Residential Mortgages, Real Estate Transactions
Education
Colorado State University
BS, Finance and Real Estate
Pam McMichael Pam McMichael's Wingspan Portfolio Advisors Experience Finance ManagerBrevard County GovernmentAugust 1990 - September 2007
Job Financial Manager
Industry Financial Services
Experience
Wingspan Portfolio Advisors Finance ManagerBrevard County GovernmentAugust 1990 - September 2007
Skills
Risk Management, Banking, Loans, Credit, Customer Service, Mortgage Lending, Insurance, Microsoft Excel, Financial Analysis, Microsoft Office, Managerial Finance, Marketing, Portfolio Management, Finance, Credit Analysis, Process Improvement, Management, Financial Modeling, Leadership, Credit Risk, Mortgage Banking, Investments, Financial Services, Team Building, Analysis, Underwriting, Loan Origination, Call Centers, Financial Risk
Education
Barry University
Bachelor's Degree, Public Relations/Image Management/Marketing
Webster University
Master of Business Administration (M.B.A.), Business Administration and Management, Information Technology
Wingspan Portfolio Advisors Finance ManagerBrevard County GovernmentAugust 1990 - September 2007
Skills
Risk Management, Banking, Loans, Credit, Customer Service, Mortgage Lending, Insurance, Microsoft Excel, Financial Analysis, Microsoft Office, Managerial Finance, Marketing, Portfolio Management, Finance, Credit Analysis, Process Improvement, Management, Financial Modeling, Leadership, Credit Risk, Mortgage Banking, Investments, Financial Services, Team Building, Analysis, Underwriting, Loan Origination, Call Centers, Financial Risk
Education
Barry University
Bachelor's Degree, Public Relations/Image Management/Marketing
Webster University
Master of Business Administration (M.B.A.), Business Administration and Management, Information Technology
Tiffany Hayes-Gates's Wingspan Portfolio Advisors Experience March 2013 - February 2014
Job Regional Human Resources Manager at Avis Budget Group
Industry Financial Services
Experience
Avis Budget Group February 2014 - Present
Wingspan Portfolio Advisors March 2013 - February 2014
Burris Logistics January 2008 - March 2013
Cokers Bar B Q September 2005 - December 2007
Skills
Employee Relations, Benefits Administration, Leadership Development, Hiring, Payroll Administration, ADP Payroll, Training & Development, Employee Engagement, Personnel Recruiting, Recruiting, Payroll, Employee Training, HRIS, Personnel Selection, Technical Recruiting, Personnel Management, Leadership, New Hire Orientations, Onboarding, Applicant Tracking..., Succession Planning
Education
Walden University 2012 — 2014
Master of Science (MS), Human Resources Management
Ashford University 2007 — 2009
Bachelor of Science, Human Resources Management
Valencia College 2004 — 2006
Avis Budget Group February 2014 - Present
Wingspan Portfolio Advisors March 2013 - February 2014
Burris Logistics January 2008 - March 2013
Cokers Bar B Q September 2005 - December 2007
Skills
Employee Relations, Benefits Administration, Leadership Development, Hiring, Payroll Administration, ADP Payroll, Training & Development, Employee Engagement, Personnel Recruiting, Recruiting, Payroll, Employee Training, HRIS, Personnel Selection, Technical Recruiting, Personnel Management, Leadership, New Hire Orientations, Onboarding, Applicant Tracking..., Succession Planning
Education
Walden University 2012 — 2014
Master of Science (MS), Human Resources Management
Ashford University 2007 — 2009
Bachelor of Science, Human Resources Management
Valencia College 2004 — 2006
Rebecca Santo Rebecca Santo's Wingspan Portfolio Advisors Experience June 2014 - June 2015
Job Mortgage Lending
Industry Banking
Experience
SunTrust August 2015 - Present
SunTrust August 2015 - August 2015
Wingspan Portfolio Advisors June 2014 - June 2015
Space Coast Credit Union May 2012 - May 2014
Fidelity Bank of Florida, NA September 2010 - May 2012
ATMS 2009 - 2010
Wells Fargo Home Mortgage August 2007 - August 2009
NeighborWorks Rochester 2006 - 2007
JPMorgan Chase 1998 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Loans, Loan Origination, FHA financing, Mortgage Lending, Mortgage Underwriting, Collections, Automated Underwriting..., Credit Analysis, Calyx Point, PowerPoint, Customer Service, Customer Oriented, Real Estate Financing, Commercial Lending, Management, Home Equity Lines of..., Refinance, Funding, Residential Mortgages, Underwriting, FHA, Mortgage Servicing, Call Centers, Loan Servicing, Consumer Lending, Loss Mitigation, Mortgage Banking
Education
Eastern Florida State College 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Organizational Management, General
Monroe Community College 1990 — 1991
SunTrust August 2015 - Present
SunTrust August 2015 - August 2015
Wingspan Portfolio Advisors June 2014 - June 2015
Space Coast Credit Union May 2012 - May 2014
Fidelity Bank of Florida, NA September 2010 - May 2012
ATMS 2009 - 2010
Wells Fargo Home Mortgage August 2007 - August 2009
NeighborWorks Rochester 2006 - 2007
JPMorgan Chase 1998 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Loans, Loan Origination, FHA financing, Mortgage Lending, Mortgage Underwriting, Collections, Automated Underwriting..., Credit Analysis, Calyx Point, PowerPoint, Customer Service, Customer Oriented, Real Estate Financing, Commercial Lending, Management, Home Equity Lines of..., Refinance, Funding, Residential Mortgages, Underwriting, FHA, Mortgage Servicing, Call Centers, Loan Servicing, Consumer Lending, Loss Mitigation, Mortgage Banking
Education
Eastern Florida State College 2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Organizational Management, General
Monroe Community College 1990 — 1991
Hank Lang Hank Lang's Wingspan Portfolio Advisors Experience June 2012 - June 2013
Job Director Synechron.
Industry Financial Services
Experience
Synechron August 2015 - Present
WiPro Gallahger July 2014 - August 2015
TEKsystems September 2013 - July 2014
Wingspan Portfolio Advisors June 2012 - June 2013
Carlisle & Gallagher Consulting Group May 2009 - June 2012
Carlisle & Gallagher Consulting Group 2009 - 2012
Lender Processing Services, Inc. (LPS) 2003 - 2009
Washington Mutual 1995 - 2003
Skills
Process Improvement, Mortgage Lending, Banking, Risk Management, Vendor Management, Business Analysis, Loans, Mortgage Banking, Operations Management, Change Management, Management Consulting, Portfolio Management, Integration, Leadership, SDLC, Business Development, Team Building, Program Management, MS Project, Strategic Planning, Training, Project Management, PMO, Business Strategy, Mortgage Servicing, Business Process..., Strategy, Management, Software Development, Negotiation, Financial Analysis, Customer Service, Business Intelligence, Mergers & Acquisitions, Consulting, Financial Services, Executive Management, Business Process, Team Leadership, Analysis, Applications Software..., Applications..., Team Management, Outsourcing, Cross-functional Team..., Six Sigma, Insurance, Off-shore Project..., Web Applications, Application Architecture
Education
Florida Community College at Jacksonville 1978 — 1980
AA Computer Science, Computer Science
Synechron August 2015 - Present
WiPro Gallahger July 2014 - August 2015
TEKsystems September 2013 - July 2014
Wingspan Portfolio Advisors June 2012 - June 2013
Carlisle & Gallagher Consulting Group May 2009 - June 2012
Carlisle & Gallagher Consulting Group 2009 - 2012
Lender Processing Services, Inc. (LPS) 2003 - 2009
Washington Mutual 1995 - 2003
Skills
Process Improvement, Mortgage Lending, Banking, Risk Management, Vendor Management, Business Analysis, Loans, Mortgage Banking, Operations Management, Change Management, Management Consulting, Portfolio Management, Integration, Leadership, SDLC, Business Development, Team Building, Program Management, MS Project, Strategic Planning, Training, Project Management, PMO, Business Strategy, Mortgage Servicing, Business Process..., Strategy, Management, Software Development, Negotiation, Financial Analysis, Customer Service, Business Intelligence, Mergers & Acquisitions, Consulting, Financial Services, Executive Management, Business Process, Team Leadership, Analysis, Applications Software..., Applications..., Team Management, Outsourcing, Cross-functional Team..., Six Sigma, Insurance, Off-shore Project..., Web Applications, Application Architecture
Education
Florida Community College at Jacksonville 1978 — 1980
AA Computer Science, Computer Science
Randy Hopkins's Wingspan Portfolio Advisors Experience February 2012 - April 2014
Job New Business Case Supervisor at Transamerica
Industry Insurance
Experience
Transamerica September 2014 - Present
Next Level Prep October 2010 - Present
Wingspan Portfolio Advisors February 2012 - April 2014
Allstate Insurance July 2005 - August 2010
Allstate Insurance March 2003 - July 2005
Allstate Insurance June 2001 - February 2003
Allstate Insurance May 2000 - June 2001
Sprint July 1999 - May 2000
Allstate September 1997 - July 1999
Skills
Vendor Relations, Team Building, Budgeting, Insurance, Call Center, Policy, Process Improvement, Customer Service, Problem Solving, Customer Relations, Negotiation, Strategic Planning, Vendor Management, Performance Management, Word, Excel, Planning, Employee Relations, Account Management, Inventory Management, Public Speaking, Operations Management, Outlook, Coaching, Compliance, Mentoring, Hiring, Team Leadership, Microsoft Word, Microsoft Excel
Education
Kansas State University
B.S., Journalism/Mass Communications
F.L. Schlagle High School
Honors
Transamerica September 2014 - Present
Next Level Prep October 2010 - Present
Wingspan Portfolio Advisors February 2012 - April 2014
Allstate Insurance July 2005 - August 2010
Allstate Insurance March 2003 - July 2005
Allstate Insurance June 2001 - February 2003
Allstate Insurance May 2000 - June 2001
Sprint July 1999 - May 2000
Allstate September 1997 - July 1999
Skills
Vendor Relations, Team Building, Budgeting, Insurance, Call Center, Policy, Process Improvement, Customer Service, Problem Solving, Customer Relations, Negotiation, Strategic Planning, Vendor Management, Performance Management, Word, Excel, Planning, Employee Relations, Account Management, Inventory Management, Public Speaking, Operations Management, Outlook, Coaching, Compliance, Mentoring, Hiring, Team Leadership, Microsoft Word, Microsoft Excel
Education
Kansas State University
B.S., Journalism/Mass Communications
F.L. Schlagle High School
Honors
Ethan Haynes's Wingspan Portfolio Advisors Experience October 2012 - December 2012
Job Computer Science, Harvard University Extension School Student
Industry Telecommunications
Experience
AT&T August 2014 - Present
GNC January 2013 - April 2014
Wingspan Portfolio Advisors October 2012 - December 2012
GNC November 2009 - September 2012
Skills
Sales, Management, Microsoft Excel, Leadership, Retail, Critical Thinking, Economics, Team Building, Microsoft Word, Time Management, Negotiation, Academic Writing, Creative Writing, Procurement, NPV, Business Resilience, Microsoft Office, Finance, Capital Allocation, Behavioral Finance, Research, Dependable Team Player, Quantitative Analytics, Problem Solving, Banking, InDesign, Adobe Creative Suite, Portfolio Management, Data Analysis, Financial Modeling, Illustrator, PowerPoint, Java, HTML, HTML5, CSS, JavaScript
Education
Harvard University 2013 — 2016
Bachelor of Liberal Arts (ALB), Computer Science, 3.6 GPA
AT&T August 2014 - Present
GNC January 2013 - April 2014
Wingspan Portfolio Advisors October 2012 - December 2012
GNC November 2009 - September 2012
Skills
Sales, Management, Microsoft Excel, Leadership, Retail, Critical Thinking, Economics, Team Building, Microsoft Word, Time Management, Negotiation, Academic Writing, Creative Writing, Procurement, NPV, Business Resilience, Microsoft Office, Finance, Capital Allocation, Behavioral Finance, Research, Dependable Team Player, Quantitative Analytics, Problem Solving, Banking, InDesign, Adobe Creative Suite, Portfolio Management, Data Analysis, Financial Modeling, Illustrator, PowerPoint, Java, HTML, HTML5, CSS, JavaScript
Education
Harvard University 2013 — 2016
Bachelor of Liberal Arts (ALB), Computer Science, 3.6 GPA
Betty S. Johnson, MS Betty S. Johnson, MS's Wingspan Portfolio Advisors Experience February 2013 - April 2014
Job Community Relations CoordinatorHollymead at Cantex Continuing Care Network
Industry Consumer Services
Experience
Wingspan Portfolio Advisors February 2013 - April 2014
Carlisle and Gallagher Consulting Group November 2011 - January 2013
Lake Village Nursing and Rehabilitation October 2009 - October 2011
Lewisville Estates August 2007 - September 2009
Brookdale Senior Living 2006 - 2007
Skills
Mortgage Servicing, Foreclosures, Elder Care, Senior Services, Marketing, Customer Service, Quality Assurance, Research, Loss Mitigation, Sales, Event Planning, Event Management, Complaint Investigations, Consulting, Public Relations, Public Speaking, Team Building, Databases, Data Entry, Fundraising, Strategic Planning, Leadership, Nonprofits, Non-profit..., Grant Writing, Community Outreach, Information and..., Retail Buying, Merchandising, Disaster Planning, Franchise Consulting
Education
University of North Texas 1999 — 2001
MS
Baylor University 1976 — 1978
BS
Wingspan Portfolio Advisors February 2013 - April 2014
Carlisle and Gallagher Consulting Group November 2011 - January 2013
Lake Village Nursing and Rehabilitation October 2009 - October 2011
Lewisville Estates August 2007 - September 2009
Brookdale Senior Living 2006 - 2007
Skills
Mortgage Servicing, Foreclosures, Elder Care, Senior Services, Marketing, Customer Service, Quality Assurance, Research, Loss Mitigation, Sales, Event Planning, Event Management, Complaint Investigations, Consulting, Public Relations, Public Speaking, Team Building, Databases, Data Entry, Fundraising, Strategic Planning, Leadership, Nonprofits, Non-profit..., Grant Writing, Community Outreach, Information and..., Retail Buying, Merchandising, Disaster Planning, Franchise Consulting
Education
University of North Texas 1999 — 2001
MS
Baylor University 1976 — 1978
BS
Kyle McClung Kyle McClung's Wingspan Portfolio Advisors Experience April 2013 - March 2014
Job TQS Tools Analyst at BBVA Compass via ITAC Solutions
Industry Information Services
Experience
BBVA Compass January 2015 - Present
BBVA Compass March 2014 - January 2015
Wingspan Portfolio Advisors April 2013 - March 2014
REDC Default Services March 2012 - April 2013
Technical Diagnostic Services June 2005 - January 2010
Texas Instruments June 2002 - June 2003
TriQuint Semiconductor January 2001 - May 2002
US Navy February 1995 - February 2001
Skills
JIRA, Confluence, Microsoft SQL Server, Microsoft Excel, Application Lifecycle..., Access, Troubleshooting, Microsoft Word, PowerPoint, VBA, Databases, Testing, Business Analysis, Adobe Creative Suite
Education
DeVry University-Texas 2007 — 2014
Bachelor's degree, Multimedia Design and Development
United States Navy Electronics Core 1994 — 1997
BBVA Compass January 2015 - Present
BBVA Compass March 2014 - January 2015
Wingspan Portfolio Advisors April 2013 - March 2014
REDC Default Services March 2012 - April 2013
Technical Diagnostic Services June 2005 - January 2010
Texas Instruments June 2002 - June 2003
TriQuint Semiconductor January 2001 - May 2002
US Navy February 1995 - February 2001
Skills
JIRA, Confluence, Microsoft SQL Server, Microsoft Excel, Application Lifecycle..., Access, Troubleshooting, Microsoft Word, PowerPoint, VBA, Databases, Testing, Business Analysis, Adobe Creative Suite
Education
DeVry University-Texas 2007 — 2014
Bachelor's degree, Multimedia Design and Development
United States Navy Electronics Core 1994 — 1997
Prayash Bastola Prayash Bastola's Wingspan Portfolio Advisors Experience September 2013 - August 2014
Job .
Industry Financial Services
Experience
Bank of America February 2015 - Present
Wingspan Portfolio Advisors September 2013 - August 2014
Wingspan Portfolio Advisors July 2012 - September 2013
US Army June 2006 - January 2013
Wingspan Portfolio Advisors November 2011 - July 2012
Wingspan Portfolio Advisors May 2011 - November 2011
AT&T February 2007 - June 2008
Maitri Travels March 2001 - September 2004
Skills
Security, Public Relations, Sales Management, Military Logistics, Mortgage, Operations Management, Customer Service, Private Investigations, Mortgage Lending, Team Building, Process Improvement, Management, Sales, Risk Management, Call Centers, Analysis, Training, Team Leadership, Business Process..., Loans, Performance Management, Strategic Planning, Change Management, Leadership Development, Coaching, Credit, Microsoft Excel, Public Speaking, Banking, Leadership, Portfolio Management, Outlook, Finance, Microsoft Word, Financial Analysis, Mortgage Banking, Vendor Management, Microsoft Office, Business Analysis, Access, Mortgage Servicing, Loan Origination, Project Management, PowerPoint, Research, Financial Services, Software Documentation, Real Estate, Asset Management, Negotiation
Education
The University of Texas at Arlington 2009 — 2012
Under Graduate, Criminal justice
Bellevue University 2006 — 2008
Business Administration
Bank of America February 2015 - Present
Wingspan Portfolio Advisors September 2013 - August 2014
Wingspan Portfolio Advisors July 2012 - September 2013
US Army June 2006 - January 2013
Wingspan Portfolio Advisors November 2011 - July 2012
Wingspan Portfolio Advisors May 2011 - November 2011
AT&T February 2007 - June 2008
Maitri Travels March 2001 - September 2004
Skills
Security, Public Relations, Sales Management, Military Logistics, Mortgage, Operations Management, Customer Service, Private Investigations, Mortgage Lending, Team Building, Process Improvement, Management, Sales, Risk Management, Call Centers, Analysis, Training, Team Leadership, Business Process..., Loans, Performance Management, Strategic Planning, Change Management, Leadership Development, Coaching, Credit, Microsoft Excel, Public Speaking, Banking, Leadership, Portfolio Management, Outlook, Finance, Microsoft Word, Financial Analysis, Mortgage Banking, Vendor Management, Microsoft Office, Business Analysis, Access, Mortgage Servicing, Loan Origination, Project Management, PowerPoint, Research, Financial Services, Software Documentation, Real Estate, Asset Management, Negotiation
Education
The University of Texas at Arlington 2009 — 2012
Under Graduate, Criminal justice
Bellevue University 2006 — 2008
Business Administration
Todd Girod Todd Girod's Wingspan Portfolio Advisors Experience July 2013 - October 2014
Job Billing Inquiry Analyst CenturyLink Technology Solutions at CenturyLink
Industry Financial Services
Experience
CenturyLink November 2014 - Present
Wingspan Portfolio Advisors July 2013 - October 2014
Chase August 2005 - June 2013
Chase March 2003 - July 2005
Chase May 2000 - May 2003
Chase September 1998 - May 2000
Chase March 1998 - September 1998
Skills
Call Centers, Management, Customer Satisfaction, Customer Service, Banking, Credit, FHA, Leadership, Performance Management, Government Insuring, Process Improvement, Business Analysis, Mortgage Servicing, Mortgage Banking, Records Management, Mortgage Lending, Risk Management, Microsoft Excel, Vendor Management
Education
Northeast Louisiana University 1989 — 1995
Bachelor of Business Administration (B.B.A.), Management
Community College of the Air Force 1990 — 1991
Avionics Communication and Navigation Systems
Ouachita Parish High School 1985 — 1989
State Required Curriculum
CenturyLink November 2014 - Present
Wingspan Portfolio Advisors July 2013 - October 2014
Chase August 2005 - June 2013
Chase March 2003 - July 2005
Chase May 2000 - May 2003
Chase September 1998 - May 2000
Chase March 1998 - September 1998
Skills
Call Centers, Management, Customer Satisfaction, Customer Service, Banking, Credit, FHA, Leadership, Performance Management, Government Insuring, Process Improvement, Business Analysis, Mortgage Servicing, Mortgage Banking, Records Management, Mortgage Lending, Risk Management, Microsoft Excel, Vendor Management
Education
Northeast Louisiana University 1989 — 1995
Bachelor of Business Administration (B.B.A.), Management
Community College of the Air Force 1990 — 1991
Avionics Communication and Navigation Systems
Ouachita Parish High School 1985 — 1989
State Required Curriculum
Audrey Larkins Audrey Larkins's Wingspan Portfolio Advisors Experience May 2013 - March 2014
Job Project Administrator
Industry Construction
Experience
Metroplex General Contractors May 2014 - Present
Wingspan Portfolio Advisors May 2013 - March 2014
Halo Asset Management July 2012 - May 2013
Various Construction Companies 2010 - 2012
SpawMaxwell Company 2006 - 2010
Skills
Budgets, Contract Management, Construction Management, Litigation, Negotiation, Change Orders, Contract Negotiation, Team Building, MS Project, Customer Service, Subcontracting, Process Scheduler, Pre-construction, Project Planning, Foreclosures, Microsoft Office, Microsoft Excel, Construction
Education
American InterContinental University 2011 — 2013
MBA, Operations Management
American InterContinental University 2008 — 2010
BBA, Business Administration
Bryan Adams
High School
Metroplex General Contractors May 2014 - Present
Wingspan Portfolio Advisors May 2013 - March 2014
Halo Asset Management July 2012 - May 2013
Various Construction Companies 2010 - 2012
SpawMaxwell Company 2006 - 2010
Skills
Budgets, Contract Management, Construction Management, Litigation, Negotiation, Change Orders, Contract Negotiation, Team Building, MS Project, Customer Service, Subcontracting, Process Scheduler, Pre-construction, Project Planning, Foreclosures, Microsoft Office, Microsoft Excel, Construction
Education
American InterContinental University 2011 — 2013
MBA, Operations Management
American InterContinental University 2008 — 2010
BBA, Business Administration
Bryan Adams
High School
Latonia Diaz Latonia Diaz's Wingspan Portfolio Advisors Experience September 2013 - February 2014
Job Mortgage Underwriter
Industry Financial Services
Experience
Treliant Risk Advisors October 2014 - Present
Wingspan Portfolio Advisors September 2013 - February 2014
Zingenuity December 2012 - May 2013
Fannie Mae April 2012 - December 2012
SunTrust Mortgage August 2010 - January 2012
Wells Fargo Home Mortgage May 2010 - August 2010
Bank of America November 2009 - May 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Beal Bank May 2008 - March 2009
New Century Mortgage April 2004 - May 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Refinance, Underwriting, Credit Analysis, Finance, Loan Servicing
Education
Dallas County Community College 1985 — 1987
Accounting
Treliant Risk Advisors October 2014 - Present
Wingspan Portfolio Advisors September 2013 - February 2014
Zingenuity December 2012 - May 2013
Fannie Mae April 2012 - December 2012
SunTrust Mortgage August 2010 - January 2012
Wells Fargo Home Mortgage May 2010 - August 2010
Bank of America November 2009 - May 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Beal Bank May 2008 - March 2009
New Century Mortgage April 2004 - May 2007
Skills
Loans, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Refinance, Underwriting, Credit Analysis, Finance, Loan Servicing
Education
Dallas County Community College 1985 — 1987
Accounting
Alfonso Guzman III Alfonso Guzman III's Wingspan Portfolio Advisors Experience May 2013 - February 2014
Job Senior Mortgage Loan Originator NMLS 1191940
Industry Banking
Experience
loanDepot April 2014 - Present
Wingspan Portfolio Advisors May 2013 - February 2014
Wingspan Portfolio Advisors September 2012 - May 2013
Wingspan Portfolio Advisors May 2012 - September 2012
MetLife Home Loans December 2009 - February 2012
Mayse & Associates, Inc. April 2008 - December 2009
Education
Brookhaven Community College 2008 — 2011
Business Administration and Management, General
Creekview High School 2004 — 2008
High School Diploma
loanDepot April 2014 - Present
Wingspan Portfolio Advisors May 2013 - February 2014
Wingspan Portfolio Advisors September 2012 - May 2013
Wingspan Portfolio Advisors May 2012 - September 2012
MetLife Home Loans December 2009 - February 2012
Mayse & Associates, Inc. April 2008 - December 2009
Education
Brookhaven Community College 2008 — 2011
Business Administration and Management, General
Creekview High School 2004 — 2008
High School Diploma
Wayne A. Carr Wayne A. Carr's Wingspan Portfolio Advisors Experience October 2013 - March 2014
Job Credit Consultant at MSI Credit Solutions
Industry Financial Services
Experience
MSI Credit Solutions June 2014 - Present
Wingspan Portfolio Advisors October 2013 - March 2014
Bank of America July 2007 - September 2013
Sheldon Robinson Homes February 2003 - June 2007
Cingular November 1998 - December 2002
Skills
Management, Sales, Customer Service, Leadership, Team Building, Banking, Process Improvement, Training, Coaching, Leadership Development, Strategic Planning, Team Leadership, Microsoft Office, PowerPoint, Change Management, Microsoft Excel, Project Management, Public Speaking, Performance Management, Organizational..., Credit Consultant, Servant Leadership
Education
Fort Valley State University 1986 — 1989
some college credits
DeVry University-Texas
some credit, Telecommunications Engineering
MSI Credit Solutions June 2014 - Present
Wingspan Portfolio Advisors October 2013 - March 2014
Bank of America July 2007 - September 2013
Sheldon Robinson Homes February 2003 - June 2007
Cingular November 1998 - December 2002
Skills
Management, Sales, Customer Service, Leadership, Team Building, Banking, Process Improvement, Training, Coaching, Leadership Development, Strategic Planning, Team Leadership, Microsoft Office, PowerPoint, Change Management, Microsoft Excel, Project Management, Public Speaking, Performance Management, Organizational..., Credit Consultant, Servant Leadership
Education
Fort Valley State University 1986 — 1989
some college credits
DeVry University-Texas
some credit, Telecommunications Engineering
Juanita Armstrong's Wingspan Portfolio Advisors Experience January 2012 - April 2014
Job A PhD candidate in the feild of Public Service.
Industry Consumer Goods
Experience
Wingspan Portfolio Advisors January 2012 - April 2014
ATT November 2007 - January 2010
Beehive 2004 - 2005
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Sales, Account Management, Customer Satisfaction, Negotiation, Outlook, Research, Strategic Planning, Team Building
Education
Grambling State University 2001 — 2005
Grambling State University 2001 — 2005
Louisiana Tech University 2001 — 2005
Grambling State University 1995 — 2005
Grambling State University 1995 — 2005
Wingspan Portfolio Advisors January 2012 - April 2014
ATT November 2007 - January 2010
Beehive 2004 - 2005
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Sales, Account Management, Customer Satisfaction, Negotiation, Outlook, Research, Strategic Planning, Team Building
Education
Grambling State University 2001 — 2005
Grambling State University 2001 — 2005
Louisiana Tech University 2001 — 2005
Grambling State University 1995 — 2005
Grambling State University 1995 — 2005
Calvin Morgan's Wingspan Portfolio Advisors Experience December 2011 - March 2014
Job Debt Analyst at NetDebt
Industry Financial Services
Experience
NetDebt March 2014 - Present
Wingspan Portfolio Advisors December 2011 - March 2014
Marriott International October 2008 - February 2011
Magnum Drilling Services January 2007 - October 2008
Fort Hood Army Base June 2006 - January 2007
Skills
Loans, Financial Analysis, Customer Service, Banking, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Outlook, Accounting, Credit, Debt Settlement, Mortgage Lending, Accounts Receivable, Mortgage Banking, FHA, Loan Servicing
Education
Collin County Community College 2014 — 2015
Associate's Degree, Computer Science
Elkhart High School
High School, High School/Secondary Diplomas and Certificates
NetDebt March 2014 - Present
Wingspan Portfolio Advisors December 2011 - March 2014
Marriott International October 2008 - February 2011
Magnum Drilling Services January 2007 - October 2008
Fort Hood Army Base June 2006 - January 2007
Skills
Loans, Financial Analysis, Customer Service, Banking, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Outlook, Accounting, Credit, Debt Settlement, Mortgage Lending, Accounts Receivable, Mortgage Banking, FHA, Loan Servicing
Education
Collin County Community College 2014 — 2015
Associate's Degree, Computer Science
Elkhart High School
High School, High School/Secondary Diplomas and Certificates
Courtney Marshall Courtney Marshall's Wingspan Portfolio Advisors Experience September 2012 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
Capital One October 2014 - Present
Wingspan Portfolio Advisors September 2012 - March 2014
Wingspan Portfolio Advisors 2012 - 2014
Skills
Loan Modifications, Quality Assurance, Commitment to Customer..., Loan Processor, Audio Engineering, Audio Editing, Music Production, Service Desk, Help Desk Support, Supervising, Customer Support, Customer Service, Mortgage Servicing, Mortgage Lending, Leadership, Analysis
Education
Lake Highlands High School 1996 — 1999
MediaTech Institute-Irving
Audio Engineering, Audio Engineering
Capital One October 2014 - Present
Wingspan Portfolio Advisors September 2012 - March 2014
Wingspan Portfolio Advisors 2012 - 2014
Skills
Loan Modifications, Quality Assurance, Commitment to Customer..., Loan Processor, Audio Engineering, Audio Editing, Music Production, Service Desk, Help Desk Support, Supervising, Customer Support, Customer Service, Mortgage Servicing, Mortgage Lending, Leadership, Analysis
Education
Lake Highlands High School 1996 — 1999
MediaTech Institute-Irving
Audio Engineering, Audio Engineering
Claudia Bobbitt Claudia Bobbitt's Wingspan Portfolio Advisors Experience June 2012 - June 2013
Job Business Sales Account Executive at FedEx Services
Industry Logistics and Supply Chain
Experience
FedEx Services June 2013 - Present
Mary Kay Idependent Consultant August 2010 - January 2014
Wingspan Portfolio Advisors June 2012 - June 2013
FedEx Express July 2005 - June 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Sales, Time Management, Data Entry, Team Building, Coaching, Leadership, Employee Relations, Team Leadership, Access, Retail, Inventory Management, Management, Public Speaking, Training, Human Resources, Onboarding, Payroll, Performance Management, Recruiting
Education
Texas A&M University-Commerce 2014 — 2016
M.S. of Finance, Finance and Financial Management Services
Texas Woman's University 2009 — 2012
Bachelor's of Arts, Psychology - Minor in Business Management
Brookhaven Community College 2005 — 2008
Associate of Science (A.S.), Social Sciences
FedEx Services June 2013 - Present
Mary Kay Idependent Consultant August 2010 - January 2014
Wingspan Portfolio Advisors June 2012 - June 2013
FedEx Express July 2005 - June 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Sales, Time Management, Data Entry, Team Building, Coaching, Leadership, Employee Relations, Team Leadership, Access, Retail, Inventory Management, Management, Public Speaking, Training, Human Resources, Onboarding, Payroll, Performance Management, Recruiting
Education
Texas A&M University-Commerce 2014 — 2016
M.S. of Finance, Finance and Financial Management Services
Texas Woman's University 2009 — 2012
Bachelor's of Arts, Psychology - Minor in Business Management
Brookhaven Community College 2005 — 2008
Associate of Science (A.S.), Social Sciences
Dorian Richardson Dorian Richardson's Wingspan Portfolio Advisors Experience August 2013 - June 2014
Job Estimator at DIMONT
Industry Insurance
Experience
DIMONT July 2015 - Present
Clear Point Claims June 2015 - Present
Pilot Catastrophe Services, Inc. February 2015 - Present
Corinthian Colleges, Inc. July 2014 - February 2015
Wingspan Portfolio Advisors August 2013 - June 2014
TigerDirect.com February 2012 - March 2013
Kaplan August 2007 - March 2010
Skills
Estimates, Claims Management, Recruiting, Leadership, Customer Service, Management, Team Building, Sales, Training, Leadership Development, Customer Retention, Public Speaking, Customer Satisfaction, Marketing, Resume Writing, Human Resources, Interviews, Higher Education, Sales Operations, Graphic Design, Sales Management, Educational Management, Insurance Adjusting, Property Claims, Drawing, Strategy, Claims Handling
Education
Eastern Michigan University 1995 — 2000
Bachelor's degree, Marketing / Fine Arts Graphic Design
DIMONT July 2015 - Present
Clear Point Claims June 2015 - Present
Pilot Catastrophe Services, Inc. February 2015 - Present
Corinthian Colleges, Inc. July 2014 - February 2015
Wingspan Portfolio Advisors August 2013 - June 2014
TigerDirect.com February 2012 - March 2013
Kaplan August 2007 - March 2010
Skills
Estimates, Claims Management, Recruiting, Leadership, Customer Service, Management, Team Building, Sales, Training, Leadership Development, Customer Retention, Public Speaking, Customer Satisfaction, Marketing, Resume Writing, Human Resources, Interviews, Higher Education, Sales Operations, Graphic Design, Sales Management, Educational Management, Insurance Adjusting, Property Claims, Drawing, Strategy, Claims Handling
Education
Eastern Michigan University 1995 — 2000
Bachelor's degree, Marketing / Fine Arts Graphic Design
Ravda Dickard Ravda Dickard's Wingspan Portfolio Advisors Experience July 2013 - March 2014
Job Owner at Acute Images
Industry Photography
Experience
Acute images, LLC August 2012 - Present
Wingspan Portfolio Advisors July 2013 - March 2014
Intouch Credit Union November 2012 - June 2013
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Customer Service, Microsoft Office, Microsoft Excel, Cash Management, Cross Selling, Small Business Lending, Outlook, Loan Origination, Microsoft Word, Branch Banking, Teamwork, Sales, Credit Unions, Commercial Lending, Teller Operations, Lines Of Credit, Loan Servicing, Internet Banking, Mortgage Banking, Mortgage Lending, Credit Cards, Refinance, Photoshop
Education
Collin County Community College 2001 — 2003
Associate's degree, Basics
Acute images, LLC August 2012 - Present
Wingspan Portfolio Advisors July 2013 - March 2014
Intouch Credit Union November 2012 - June 2013
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Customer Service, Microsoft Office, Microsoft Excel, Cash Management, Cross Selling, Small Business Lending, Outlook, Loan Origination, Microsoft Word, Branch Banking, Teamwork, Sales, Credit Unions, Commercial Lending, Teller Operations, Lines Of Credit, Loan Servicing, Internet Banking, Mortgage Banking, Mortgage Lending, Credit Cards, Refinance, Photoshop
Education
Collin County Community College 2001 — 2003
Associate's degree, Basics
Nyki Caston's Wingspan Portfolio Advisors Experience February 2012 - May 2014
Job Freelance writer/editor seeking employment or projects involving content writing/editing.
Industry Writing and Editing
Experience
Wingspan Portfolio Advisors February 2012 - May 2014
102 a Bistro 2009 - 2011
Skills
Editing, Public Relations, Event Planning, Newsletters, Media Relations, Advertising, Public Speaking, Research, Management, Training, Press Releases, Marketing Communications, Corporate Communications, Social Networking, Internal Communications, Event Management, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Time Management, Copy Editing, Coaching, Journalism, Team Leadership, Sales, Microsoft Excel, Customer Service
Education
Grambling State University 2003 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
Wingspan Portfolio Advisors February 2012 - May 2014
102 a Bistro 2009 - 2011
Skills
Editing, Public Relations, Event Planning, Newsletters, Media Relations, Advertising, Public Speaking, Research, Management, Training, Press Releases, Marketing Communications, Corporate Communications, Social Networking, Internal Communications, Event Management, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Time Management, Copy Editing, Coaching, Journalism, Team Leadership, Sales, Microsoft Excel, Customer Service
Education
Grambling State University 2003 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
Robert Chambers's Wingspan Portfolio Advisors Experience July 2013 - July 2014
Job Sr Systems Engineer Prof Services at MyAppsAnywhere.com.
Industry Information Technology and Services
Experience
MyAppsAnywhere.com March 2015 - Present
Samsung SDSA July 2014 - February 2015
Wingspan Portfolio Advisors July 2013 - July 2014
Estill Medical Technologies, Inc. February 2013 - July 2013
Concentra December 2011 - February 2013
Concentra December 2011 - October 2012
Monitronics International February 2007 - December 2011
NextCorp 2004 - 2007
Overhead Door Corporation 2000 - 2004
Convergance Communications 1998 - 2000
Skills
Great Plains Software, Disaster Recovery, Citrix, Windows, Citrix Metaframe, Windows Server, Microsoft Exchange, Active Directory, VMware, Troubleshooting, Technical Support, Operating Systems, Hardware, Virtualization, Microsoft SQL Server, Security, Data Center, Integration, IT Management, Servers, Visio, System Administration, ITIL, VPN, DNS, IT Operations, Cisco Technologies, VMware ESX, IIS, DHCP, XP, Group Policy, Hyper-V, SAN, Networking, VMware Infrastructure, vSphere, SharePoint, HP, Software Documentation, System Deployment, Switches, Enterprise Architecture, Network Design, Software Installation, IP
Education
Baker College Business and Corporate Services 2006 — 2011
Information Systems
Northwest Missouri State University 1990 — 1992
BS, International Business
MyAppsAnywhere.com March 2015 - Present
Samsung SDSA July 2014 - February 2015
Wingspan Portfolio Advisors July 2013 - July 2014
Estill Medical Technologies, Inc. February 2013 - July 2013
Concentra December 2011 - February 2013
Concentra December 2011 - October 2012
Monitronics International February 2007 - December 2011
NextCorp 2004 - 2007
Overhead Door Corporation 2000 - 2004
Convergance Communications 1998 - 2000
Skills
Great Plains Software, Disaster Recovery, Citrix, Windows, Citrix Metaframe, Windows Server, Microsoft Exchange, Active Directory, VMware, Troubleshooting, Technical Support, Operating Systems, Hardware, Virtualization, Microsoft SQL Server, Security, Data Center, Integration, IT Management, Servers, Visio, System Administration, ITIL, VPN, DNS, IT Operations, Cisco Technologies, VMware ESX, IIS, DHCP, XP, Group Policy, Hyper-V, SAN, Networking, VMware Infrastructure, vSphere, SharePoint, HP, Software Documentation, System Deployment, Switches, Enterprise Architecture, Network Design, Software Installation, IP
Education
Baker College Business and Corporate Services 2006 — 2011
Information Systems
Northwest Missouri State University 1990 — 1992
BS, International Business
Courtney Frappier Courtney Frappier's Wingspan Portfolio Advisors Experience May 2012 - May 2014
Job Account Executive at RED PR
Industry Public Relations and Communications
Experience
RED PR December 2014 - Present
Tractenberg & Co. May 2014 - December 2014
Wingspan Portfolio Advisors May 2012 - May 2014
Five Star Feature Films January 2012 - July 2012
The Five Star Institute January 2012 - June 2012
Stephanie Green & Associates Entertainment May 2010 - August 2010
Rory Beca Inc May 2010 - August 2010
The Zimmerman Agency August 2009 - December 2009
Drifter's Car Club- Photo shoot July 2009 - November 2009
Skills
Social Media, Promotions, Media Pitching, Event Planning, Public Relations, Public Speaking, Event Execution, Event Management, Marketing, Brand Development, Market Research, Sponsorship, Press Releases, Facebook, Internal Communications, Business Development, Sales, Customer Service, Social Networking, Management, CRM, Online Marketing, Online Advertising, Marketing Strategy, Advertising, Media Relations, Digital Marketing, Corporate Communications, Trade Shows, Social Media Marketing
Education
Florida State University 2007 — 2011
B.S., Business Administration-Hospitality
Flower Mound High School
RED PR December 2014 - Present
Tractenberg & Co. May 2014 - December 2014
Wingspan Portfolio Advisors May 2012 - May 2014
Five Star Feature Films January 2012 - July 2012
The Five Star Institute January 2012 - June 2012
Stephanie Green & Associates Entertainment May 2010 - August 2010
Rory Beca Inc May 2010 - August 2010
The Zimmerman Agency August 2009 - December 2009
Drifter's Car Club- Photo shoot July 2009 - November 2009
Skills
Social Media, Promotions, Media Pitching, Event Planning, Public Relations, Public Speaking, Event Execution, Event Management, Marketing, Brand Development, Market Research, Sponsorship, Press Releases, Facebook, Internal Communications, Business Development, Sales, Customer Service, Social Networking, Management, CRM, Online Marketing, Online Advertising, Marketing Strategy, Advertising, Media Relations, Digital Marketing, Corporate Communications, Trade Shows, Social Media Marketing
Education
Florida State University 2007 — 2011
B.S., Business Administration-Hospitality
Flower Mound High School
Brian Frye Brian Frye's Wingspan Portfolio Advisors Experience 2013 - 2015
Job Senior Vice President Business Development
Industry Financial Services
Experience
Linear Title & Closing 2015 - Present
Abstrax, LLC 2015 - Present
Wingspan Portfolio Advisors 2013 - 2015
AMRE Solutions, LLC - Acquired by Wingspan Portfolio Advisors 2011 - 2013
Integrated Asset Services 2008 - 2011
Echelon Development Group, LLC 2006 - 2008
Lehman Brothers 2005 - 2006
Clayton 2005 - 2005
Skills
Real Estate, Investment Properties, Financial Analysis, Financial Modeling, Disposition, Mortgage Lending, REO, Management, Business Analysis, Foreclosures, Real Estate Investor, Forecasting, Investors, Stock Market, Equities, Entrepreneurship, Analytical Skills, Valuation, Short Sales, Real Estate Transactions, Asset Management, Investments, Entrepreneurial Spirit, Loss Mitigation, Innovative Problem..., Asset, Commercial Real Estate, FHA, CRM, Banking, Portfolio Management, Real Estate Economics, Excel, Strategy, Brokerage, Real Estate Development, Analysis, Structures, Residential Mortgages, Mortgage Banking, Deal Structure, Real Estate Investment, Budgeting, Deal Structures, Credit Risk, Risk Management, Capital Markets, Investment Banking, Fixed Income Portfolio..., Loans
Education
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration; Finance and Real Estate
Colorado State University
Bachelor of Science (B.S.), Finance, General
Linear Title & Closing 2015 - Present
Abstrax, LLC 2015 - Present
Wingspan Portfolio Advisors 2013 - 2015
AMRE Solutions, LLC - Acquired by Wingspan Portfolio Advisors 2011 - 2013
Integrated Asset Services 2008 - 2011
Echelon Development Group, LLC 2006 - 2008
Lehman Brothers 2005 - 2006
Clayton 2005 - 2005
Skills
Real Estate, Investment Properties, Financial Analysis, Financial Modeling, Disposition, Mortgage Lending, REO, Management, Business Analysis, Foreclosures, Real Estate Investor, Forecasting, Investors, Stock Market, Equities, Entrepreneurship, Analytical Skills, Valuation, Short Sales, Real Estate Transactions, Asset Management, Investments, Entrepreneurial Spirit, Loss Mitigation, Innovative Problem..., Asset, Commercial Real Estate, FHA, CRM, Banking, Portfolio Management, Real Estate Economics, Excel, Strategy, Brokerage, Real Estate Development, Analysis, Structures, Residential Mortgages, Mortgage Banking, Deal Structure, Real Estate Investment, Budgeting, Deal Structures, Credit Risk, Risk Management, Capital Markets, Investment Banking, Fixed Income Portfolio..., Loans
Education
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration; Finance and Real Estate
Colorado State University
Bachelor of Science (B.S.), Finance, General
Jacqueline Harrison's Wingspan Portfolio Advisors Experience April 2012 - March 2015
Job Human Resources Professional
Industry Human Resources
Experience
Molina Healthcare March 2015 - Present
Wingspan Portfolio Advisors April 2012 - March 2015
Tuesday Morning October 2007 - April 2012
Venturi Staffing Partners June 2006 - October 2007
Venturi Staffing Partners 2007 - 2007
Todays Staffing (acquired by Spherion), August 2004 - June 2006
Medical Center of Plano ( HCA) November 2000 - June 2004
Bristol Hotels November 1998 - September 2000
Skills
Full-cycle Recruiting, HRIS, Employee Relations, Hiring, Interviewing, Recruitment/Retention, Benefits Administration, Payroll, Sourcing, Performance Management, Benefits, Background Checks, PeopleSoft, Coaching, Vendor Management, FMLA, Orientation, Payroll Processing, Employee Benefits, Team Building, Account Management, Screening, Word, PowerPoint, Recruiting, Microsoft Word, Management, New Hire Orientations, Interviews, Personnel Management, Training
Education
Collin College 2015 — 2015
Human Resources Management Certification, Human Resources
Education America 1997 — 1997
Travel and Tourism with Business
Texas Tech University 1992 — 1994
Marriage and Family Counseling
Abilene Christian University 1991 — 1992
Marriage and Family Counseling
Molina Healthcare March 2015 - Present
Wingspan Portfolio Advisors April 2012 - March 2015
Tuesday Morning October 2007 - April 2012
Venturi Staffing Partners June 2006 - October 2007
Venturi Staffing Partners 2007 - 2007
Todays Staffing (acquired by Spherion), August 2004 - June 2006
Medical Center of Plano ( HCA) November 2000 - June 2004
Bristol Hotels November 1998 - September 2000
Skills
Full-cycle Recruiting, HRIS, Employee Relations, Hiring, Interviewing, Recruitment/Retention, Benefits Administration, Payroll, Sourcing, Performance Management, Benefits, Background Checks, PeopleSoft, Coaching, Vendor Management, FMLA, Orientation, Payroll Processing, Employee Benefits, Team Building, Account Management, Screening, Word, PowerPoint, Recruiting, Microsoft Word, Management, New Hire Orientations, Interviews, Personnel Management, Training
Education
Collin College 2015 — 2015
Human Resources Management Certification, Human Resources
Education America 1997 — 1997
Travel and Tourism with Business
Texas Tech University 1992 — 1994
Marriage and Family Counseling
Abilene Christian University 1991 — 1992
Marriage and Family Counseling
James Perkins Jr's Wingspan Portfolio Advisors Experience October 2013 - April 2015
Job There is only one.
Industry Financial Services
Experience
CenturyLink April 2015 - Present
Wingspan Portfolio Advisors October 2013 - April 2015
JPMorgan Chase Pride Resource Group of Louisiana January 2011 - October 2013
JPMorgan Chase & Co. February 2010 - October 2013
ACCENT Marketing October 2009 - January 2010
Books A Million January 2007 - September 2009
Skills
Customer Service, Sales, Management, Access, Microsoft Office, Organization Skills, Marketing Strategy, Data Analysis, Account Reconciliation, Clerical Skills, PowerPoint, SharePoint Designer, Microsoft Excel, Microsoft Word, Microsoft Project, Budgeting, LGBT Rights, HIV Prevention, Non-profit..., Non-profit Volunteering, Non-profit Leadership, Mentoring, Youth Mentoring, Analysis, Coaching, Customer Experience, Customer Relations, Interviews, Leadership, Program Management, Social Networking, Team Building, Time Management
Education
DeVry University 2011 — 2016
Bachelor's Degree, Business Administration and Management, General
Career Technical College-Monroe 2003 — 2005
Associate's degree, Occupational Studies in Computer Technology
Neville High School 1997 — 2001
High School, General Studies
CenturyLink April 2015 - Present
Wingspan Portfolio Advisors October 2013 - April 2015
JPMorgan Chase Pride Resource Group of Louisiana January 2011 - October 2013
JPMorgan Chase & Co. February 2010 - October 2013
ACCENT Marketing October 2009 - January 2010
Books A Million January 2007 - September 2009
Skills
Customer Service, Sales, Management, Access, Microsoft Office, Organization Skills, Marketing Strategy, Data Analysis, Account Reconciliation, Clerical Skills, PowerPoint, SharePoint Designer, Microsoft Excel, Microsoft Word, Microsoft Project, Budgeting, LGBT Rights, HIV Prevention, Non-profit..., Non-profit Volunteering, Non-profit Leadership, Mentoring, Youth Mentoring, Analysis, Coaching, Customer Experience, Customer Relations, Interviews, Leadership, Program Management, Social Networking, Team Building, Time Management
Education
DeVry University 2011 — 2016
Bachelor's Degree, Business Administration and Management, General
Career Technical College-Monroe 2003 — 2005
Associate's degree, Occupational Studies in Computer Technology
Neville High School 1997 — 2001
High School, General Studies
Melissa Castelli-Flanders Melissa Castelli-Flanders's Wingspan Portfolio Advisors Experience 2010 - 2014
Job Contract Negotiation | Strategic Sourcing | Strategy | Data Analysis | Contract Management | Management
Industry Financial Services
Experience
Seeking My Next Great Opportunity 2015 - Present
Wingspan Portfolio Advisors 2010 - 2014
Wingspan Portfolio Advisors 2010 - 2012
Wingspan Portfolio Advisors 2010 - 2010
JPMorgan Chase 2006 - 2010
Resurgent Capital Services 2003 - 2006
Resurgent Capital Services 2003 - 2005
Extended Stay America 2001 - 2003
IKON Office Solutions 1999 - 2001
Skills
Management, Vendor Management, Risk Management, Business Analysis, Strategy, Contract Negotiation, Contract Management, Leadership, Analytics, Data Analysis, Process Improvement, Vendor Contracts, Interpersonal Skills, Portfolio Management, Loan Servicing, Contract Terms, Strategic Sourcing, Strategic Planning, Mortgage Servicing, Six Sigma, Loss Mitigation, Supplier Audits, Collections Strategy, People Management, Banking, Finance, Collections, Financial Services, Contract Writing, 3rd Party Relationships, Account Management
Education
Clemson University
Bachelor's Degree, Spanish and International Trade, Magna cum Laude
Seeking My Next Great Opportunity 2015 - Present
Wingspan Portfolio Advisors 2010 - 2014
Wingspan Portfolio Advisors 2010 - 2012
Wingspan Portfolio Advisors 2010 - 2010
JPMorgan Chase 2006 - 2010
Resurgent Capital Services 2003 - 2006
Resurgent Capital Services 2003 - 2005
Extended Stay America 2001 - 2003
IKON Office Solutions 1999 - 2001
Skills
Management, Vendor Management, Risk Management, Business Analysis, Strategy, Contract Negotiation, Contract Management, Leadership, Analytics, Data Analysis, Process Improvement, Vendor Contracts, Interpersonal Skills, Portfolio Management, Loan Servicing, Contract Terms, Strategic Sourcing, Strategic Planning, Mortgage Servicing, Six Sigma, Loss Mitigation, Supplier Audits, Collections Strategy, People Management, Banking, Finance, Collections, Financial Services, Contract Writing, 3rd Party Relationships, Account Management
Education
Clemson University
Bachelor's Degree, Spanish and International Trade, Magna cum Laude
Amisha Anderson's Wingspan Portfolio Advisors Experience August 2014 - November 2014
Job
Industry Hospital & Health Care
Experience
Conifer Health Solutions March 2015 - Present
Wingspan Portfolio Advisors August 2014 - November 2014
McKinney Buick GMC January 2014 - May 2014
Ocwen Loan Servicing, LLC October 2011 - March 2014
Bank of America October 2009 - October 2011
Bank of America January 2009 - October 2011
Skills
Loss Mitigation, Mortgage Lending, Loans, Underwriting, Credit, Portfolio Management, Mortgage Servicing, Default, Mortgage Underwriting, General Insurance, Accident Insurance, Insurance Claims, Licensed Life & Health..., Cross Selling
Education
Ashford University
Business Administration (BA), VSC-Service Plan Specialist
Conifer Health Solutions March 2015 - Present
Wingspan Portfolio Advisors August 2014 - November 2014
McKinney Buick GMC January 2014 - May 2014
Ocwen Loan Servicing, LLC October 2011 - March 2014
Bank of America October 2009 - October 2011
Bank of America January 2009 - October 2011
Skills
Loss Mitigation, Mortgage Lending, Loans, Underwriting, Credit, Portfolio Management, Mortgage Servicing, Default, Mortgage Underwriting, General Insurance, Accident Insurance, Insurance Claims, Licensed Life & Health..., Cross Selling
Education
Ashford University
Business Administration (BA), VSC-Service Plan Specialist
Thomas Wiggins, Jr. Thomas Wiggins, Jr.'s Wingspan Portfolio Advisors Experience September 2012 - March 2013
Job Account Executive
Industry Financial Services
Experience
Wingspan Portfolio Advisors September 2012 - March 2013
Asset Management Outsourcing - Advantage Staffing December 2011 - May 2012
Cirro Energy - Imprimis Staffing April 2010 - November 2011
Trimarchi 2008 - 2011
Apple Inc - Volt Technical Resources November 2008 - July 2009
T-Mobile USA May 2006 - November 2008
National Lending Corporation April 2006 - April 2007
Sage Telecom October 2003 - April 2006
Comp USA Plano June 2000 - June 2002
Skills
Leadership, Microsoft Excel, Microsoft Word, A+ Essentials, Conflict Resolution, Technical Support, Interpersonal..., Business, Customer Service, Call Center, Negotiation, Organization, Problem Solving
Education
Current Collin County Community College 2008 — 2013
N/A, Business Administration Studies
Kaplan College-Dallas 2007 — 2007
Real Estate
Wingspan Portfolio Advisors September 2012 - March 2013
Asset Management Outsourcing - Advantage Staffing December 2011 - May 2012
Cirro Energy - Imprimis Staffing April 2010 - November 2011
Trimarchi 2008 - 2011
Apple Inc - Volt Technical Resources November 2008 - July 2009
T-Mobile USA May 2006 - November 2008
National Lending Corporation April 2006 - April 2007
Sage Telecom October 2003 - April 2006
Comp USA Plano June 2000 - June 2002
Skills
Leadership, Microsoft Excel, Microsoft Word, A+ Essentials, Conflict Resolution, Technical Support, Interpersonal..., Business, Customer Service, Call Center, Negotiation, Organization, Problem Solving
Education
Current Collin County Community College 2008 — 2013
N/A, Business Administration Studies
Kaplan College-Dallas 2007 — 2007
Real Estate
Karen Moran's Wingspan Portfolio Advisors Experience October 2014 - June 2015
Job Experienced Communications Professional and Project Manager
Industry Writing and Editing
Experience
Wingspan Portfolio Advisors October 2014 - June 2015
Wingspan Portfolio Advisors July 2013 - October 2014
JPMorgan Chase October 2012 - July 2013
JP Morgan Chase September 2008 - February 2013
JP Morgan Chase June 2004 - September 2010
Self Employed October 2001 - April 2004
Fidelity Investments September 1998 - October 2001
Liberty Mutual Insurance 1990 - 1993
Skills
Technical Writing, Software Documentation, Visio, Corporate Communications, SharePoint, Editing, Change Management, Leadership, Internal Communications, Newsletters, Strategic Communications, Proofreading, Social Media, PowerPoint, Call Centers, Content Management, Microsoft Office, Publications, Banking, Writing, Visual Communication, Mortgage Servicing, Marketing, SnagIt, Information Mapping, Process Improvement, Creative Writing, Research, Requirements Analysis, Mortgage Banking, Business Process..., Critical Thinking, Policy Analysis, FDCPA, TCPA, Collections, AP Style, Content Strategy
Education
Bellevue University 2011 — 2012
Emerson college, Executive coaching
Emerson College 1995 — 2001
Bachelors, Media Studies, Journalism
Wingspan Portfolio Advisors October 2014 - June 2015
Wingspan Portfolio Advisors July 2013 - October 2014
JPMorgan Chase October 2012 - July 2013
JP Morgan Chase September 2008 - February 2013
JP Morgan Chase June 2004 - September 2010
Self Employed October 2001 - April 2004
Fidelity Investments September 1998 - October 2001
Liberty Mutual Insurance 1990 - 1993
Skills
Technical Writing, Software Documentation, Visio, Corporate Communications, SharePoint, Editing, Change Management, Leadership, Internal Communications, Newsletters, Strategic Communications, Proofreading, Social Media, PowerPoint, Call Centers, Content Management, Microsoft Office, Publications, Banking, Writing, Visual Communication, Mortgage Servicing, Marketing, SnagIt, Information Mapping, Process Improvement, Creative Writing, Research, Requirements Analysis, Mortgage Banking, Business Process..., Critical Thinking, Policy Analysis, FDCPA, TCPA, Collections, AP Style, Content Strategy
Education
Bellevue University 2011 — 2012
Emerson college, Executive coaching
Emerson College 1995 — 2001
Bachelors, Media Studies, Journalism
Ashley Williams (Ashley Elizabeth Williams) Creamer Ashley Williams (Ashley Elizabeth Williams) Creamer's Wingspan Portfolio Advisors Experience July 2012 - June 2013
Job Managing Partner at MSA Asset Management
Industry Real Estate
Experience
MSA Asset Management June 2013 - Present
Wingspan Portfolio Advisors July 2012 - June 2013
Keller Williams Realty September 2011 - July 2012
Keller Williams Realty April 2010 - September 2011
Keller Williams Realty May 2007 - March 2010
Skills
Investment Properties, Property Management, Yardi Property..., Residential Homes, Rentals, Property, Sellers, Relocation, Commercial Real Estate, Investments, Leases, Construction, Apartments, Real Estate, Short Sales, Foreclosures, First Time Home Buyers, Referrals, Lease Administration, Real Estate Transactions, REO, Condos
Education
Collin County Community College 2007 — 2009
Business Administration and Management, General
MSA Asset Management June 2013 - Present
Wingspan Portfolio Advisors July 2012 - June 2013
Keller Williams Realty September 2011 - July 2012
Keller Williams Realty April 2010 - September 2011
Keller Williams Realty May 2007 - March 2010
Skills
Investment Properties, Property Management, Yardi Property..., Residential Homes, Rentals, Property, Sellers, Relocation, Commercial Real Estate, Investments, Leases, Construction, Apartments, Real Estate, Short Sales, Foreclosures, First Time Home Buyers, Referrals, Lease Administration, Real Estate Transactions, REO, Condos
Education
Collin County Community College 2007 — 2009
Business Administration and Management, General
Davina Anderson's Wingspan Portfolio Advisors Experience January 2009 - July 2014
Job Sr. Portfolio Manager at Shellpoint Mortgage Servicing
Industry Financial Services
Experience
Shellpoint Mortgage Servicing July 2014 - Present
Wingspan Portfolio Advisors January 2009 - July 2014
Resurgent Capital Services January 2001 - January 2009
Skills
Portfolio Management, Management, Loans, Credit, Banking
Education
Greenville Technical College 1992 — 1995
Shellpoint Mortgage Servicing July 2014 - Present
Wingspan Portfolio Advisors January 2009 - July 2014
Resurgent Capital Services January 2001 - January 2009
Skills
Portfolio Management, Management, Loans, Credit, Banking
Education
Greenville Technical College 1992 — 1995
Katie (Wicks) Walker Katie (Wicks) Walker's Wingspan Portfolio Advisors Experience August 2014 - March 2015
Job Sr Mortgage Underwriter at ISGN
Industry Financial Services
Experience
ISGN March 2015 - Present
Wingspan Portfolio Advisors August 2014 - March 2015
InterBank Mortgage Company September 2012 - December 2013
Wells Fargo Home Mortgage April 2012 - September 2012
PNC Mortgage December 2010 - April 2012
Freddie Mac; Wells Fargo; First Capital Funding; REI Club November 2008 - December 2010
Noble Capital August 2006 - November 2008
Countrywide Home Loans/Bank of America July 2002 - August 2006
Skills
Mortgage Lending, Investment Properties, Commercial Mortgages, Credit Analysis, USDA, FHA, Credit, Investments, Loans, Real Estate Financing, Commercial Real Estate, Mortgage Banking, Loan Origination, Banking, Real Estate, Refinance, Commercial Lending, Underwriting, Residential Mortgages, Loss Mitigation, Finance, Real Estate Economics, Mortgage Underwriting, Loan Servicing, VA loans, FHA financing, Construction Loans
Education
Columbia University in the City of New York 1992 — 1996
Liberal Arts and Sciences/Liberal Studies
ISGN March 2015 - Present
Wingspan Portfolio Advisors August 2014 - March 2015
InterBank Mortgage Company September 2012 - December 2013
Wells Fargo Home Mortgage April 2012 - September 2012
PNC Mortgage December 2010 - April 2012
Freddie Mac; Wells Fargo; First Capital Funding; REI Club November 2008 - December 2010
Noble Capital August 2006 - November 2008
Countrywide Home Loans/Bank of America July 2002 - August 2006
Skills
Mortgage Lending, Investment Properties, Commercial Mortgages, Credit Analysis, USDA, FHA, Credit, Investments, Loans, Real Estate Financing, Commercial Real Estate, Mortgage Banking, Loan Origination, Banking, Real Estate, Refinance, Commercial Lending, Underwriting, Residential Mortgages, Loss Mitigation, Finance, Real Estate Economics, Mortgage Underwriting, Loan Servicing, VA loans, FHA financing, Construction Loans
Education
Columbia University in the City of New York 1992 — 1996
Liberal Arts and Sciences/Liberal Studies
Tasha Hepler Tasha Hepler's Wingspan Portfolio Advisors Experience June 2014 - April 2015
Job Administrative Assistant
Industry Staffing and Recruiting
Experience
Wingspan Portfolio Advisors June 2014 - April 2015
The Home Depot April 2013 - August 2014
Skills
Customer Service, Phone Etiquette, Cash Handling Experience, Promotions, Sales, Retail Sales, Employee Training, Facebook, Social Networking, Social Media, Microsoft Office, Public Speaking, Interpersonal..., Email Etiquette, Maintaining...
Education
Bowling Green State University
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Wingspan Portfolio Advisors June 2014 - April 2015
The Home Depot April 2013 - August 2014
Skills
Customer Service, Phone Etiquette, Cash Handling Experience, Promotions, Sales, Retail Sales, Employee Training, Facebook, Social Networking, Social Media, Microsoft Office, Public Speaking, Interpersonal..., Email Etiquette, Maintaining...
Education
Bowling Green State University
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Kristen Garza's Wingspan Portfolio Advisors Experience August 2011 - June 2012
Job Processor Support/ Loan Officer Support at PrimeLending
Industry Real Estate
Experience
PrimeLending June 2012 - Present
Wingspan Portfolio Advisors August 2011 - June 2012
Indian Aerospace, Inc February 2011 - August 2011
Skills
Outlook, Customer Service, Microsoft Office, PowerPoint, Customer Satisfaction, Team Building, Team-oriented, Loan Origination, Employment Verifications, Labels, Office Equipment, Inventory Control, Telephone Skills, 10 Key
Education
Sanford-Brown College-Dallas
MA Certification, Medical/Clinical Assistant
PrimeLending June 2012 - Present
Wingspan Portfolio Advisors August 2011 - June 2012
Indian Aerospace, Inc February 2011 - August 2011
Skills
Outlook, Customer Service, Microsoft Office, PowerPoint, Customer Satisfaction, Team Building, Team-oriented, Loan Origination, Employment Verifications, Labels, Office Equipment, Inventory Control, Telephone Skills, 10 Key
Education
Sanford-Brown College-Dallas
MA Certification, Medical/Clinical Assistant
Keith Wolf, SRA, AI- RRS Keith Wolf, SRA, AI- RRS's Wingspan Portfolio Advisors Experience March 2012 - April 2014
Job President and CEO at Kwolf Consulting Inc.
Industry Financial Services
Experience
Kwolf Consulting Inc. April 2014 - Present
Wingspan Portfolio Advisors March 2012 - April 2014
Winfield Realty & Consulting Inc. December 1999 - December 2012
Chicago Title Market Intelligence December 1998 - December 1999
Ocwen Financial Corporation March 1994 - December 1998
Household International March 1986 - March 1994
Hovious & Associates January 1981 - March 1986
Skills
SRA Appraisal..., FHA Appraiser, Manging Broker, Referrals, Contract Negotiation, Investors, REO, Credit, Real Estate Transactions, Foreclosures, Residential Homes, Short Sales, Appraisals, Portfolio Management, Property, Real Estate, Mortgage Lending, Relocation, Loss Mitigation, Mergers, Mergers & Acquisitions, Valuation, Asset Management, Single Family Homes, Underwriting, Investment Properties, Selling, Designation, Real Property, Real Estate Economics, FHA financing, First Time Home Buyers, HUD, Loans, Loan Origination, Sellers, Negotiation, FHA, Condos, Due Diligence, Asset Managment, Real Estate Financing, Mortgage Banking, Commercial Real Estate, Brokerage, Residential Mortgages, Risk Management, Refinance, Buyer Representation, Acquisitions
Education
Elmhurst College 2015 — 2017
Master's Degree, Candidate Data Science and Geo Spatial Science with a concentration in Real Estate Valuation, Currently enrolled
Elmhurst College 1992 — 1994
BS, Business Management
DePaul University 1978 — 1981
Business Management & Real Estate
Kwolf Consulting Inc. April 2014 - Present
Wingspan Portfolio Advisors March 2012 - April 2014
Winfield Realty & Consulting Inc. December 1999 - December 2012
Chicago Title Market Intelligence December 1998 - December 1999
Ocwen Financial Corporation March 1994 - December 1998
Household International March 1986 - March 1994
Hovious & Associates January 1981 - March 1986
Skills
SRA Appraisal..., FHA Appraiser, Manging Broker, Referrals, Contract Negotiation, Investors, REO, Credit, Real Estate Transactions, Foreclosures, Residential Homes, Short Sales, Appraisals, Portfolio Management, Property, Real Estate, Mortgage Lending, Relocation, Loss Mitigation, Mergers, Mergers & Acquisitions, Valuation, Asset Management, Single Family Homes, Underwriting, Investment Properties, Selling, Designation, Real Property, Real Estate Economics, FHA financing, First Time Home Buyers, HUD, Loans, Loan Origination, Sellers, Negotiation, FHA, Condos, Due Diligence, Asset Managment, Real Estate Financing, Mortgage Banking, Commercial Real Estate, Brokerage, Residential Mortgages, Risk Management, Refinance, Buyer Representation, Acquisitions
Education
Elmhurst College 2015 — 2017
Master's Degree, Candidate Data Science and Geo Spatial Science with a concentration in Real Estate Valuation, Currently enrolled
Elmhurst College 1992 — 1994
BS, Business Management
DePaul University 1978 — 1981
Business Management & Real Estate
Ben Bloise, MBA Ben Bloise, MBA's Wingspan Portfolio Advisors Experience 2013 - 2014
Job SVP Property Management at HomeStar Property Management
Industry Marketing and Advertising
Experience
HomeStar Property Solutions 2014 - 2014
Wingspan Portfolio Advisors 2013 - 2014
AMRE Solutions 2012 - 2013
rentBits 2008 - 2012
The Winter Group 2006 - 2008
Clayton 2004 - 2006
Skills
Forecasting, Staff Training, Salesforce.com, Sales Management, Online Advertising, Advertising Sales, Strategy Development, New Business Development, Customer Relations, Customer Service, Budgeting, Analysis, Analytics, Solution Selling, Value Selling, Selling, Market Research, Online Marketing, Marketing Research, Marketing Strategy, Direct Marketing, Email Marketing, Product Marketing, Trade Shows, Trade Show Management, Sales Operations, Inside Sales, Sales Process, Personal Training, Training &..., Hiring/firing, Training New Hires, Market Analysis, Strategic Planning
Education
Regis University 2010 — 2011
M.B.A., Marketing
Colorado State University 2000 — 2004
Business, Finance and Real Estate
HomeStar Property Solutions 2014 - 2014
Wingspan Portfolio Advisors 2013 - 2014
AMRE Solutions 2012 - 2013
rentBits 2008 - 2012
The Winter Group 2006 - 2008
Clayton 2004 - 2006
Skills
Forecasting, Staff Training, Salesforce.com, Sales Management, Online Advertising, Advertising Sales, Strategy Development, New Business Development, Customer Relations, Customer Service, Budgeting, Analysis, Analytics, Solution Selling, Value Selling, Selling, Market Research, Online Marketing, Marketing Research, Marketing Strategy, Direct Marketing, Email Marketing, Product Marketing, Trade Shows, Trade Show Management, Sales Operations, Inside Sales, Sales Process, Personal Training, Training &..., Hiring/firing, Training New Hires, Market Analysis, Strategic Planning
Education
Regis University 2010 — 2011
M.B.A., Marketing
Colorado State University 2000 — 2004
Business, Finance and Real Estate
Justin Weissman Justin Weissman's Wingspan Portfolio Advisors Experience March 2013 - June 2015
Job Underwriter at Wingspan Portfolio Advisors
Industry Financial Services
Experience
Wingspan Portfolio Advisors March 2013 - June 2015
JPMorgan Chase May 2010 - June 2013
JPMorgan Chase March 2009 - May 2010
Skills
Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Credit, Customer Service, Financial Services, Finance, Management, Loans, Microsoft Office, Process Improvement, Risk Management
Education
University of Central Florida 2003 — 2006
Bachelor's degree, Finance, General
Eastern Florida State College 2001 — 2003
Associate's degree
Wingspan Portfolio Advisors March 2013 - June 2015
JPMorgan Chase May 2010 - June 2013
JPMorgan Chase March 2009 - May 2010
Skills
Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Credit, Customer Service, Financial Services, Finance, Management, Loans, Microsoft Office, Process Improvement, Risk Management
Education
University of Central Florida 2003 — 2006
Bachelor's degree, Finance, General
Eastern Florida State College 2001 — 2003
Associate's degree
Carey Hoyt's Wingspan Portfolio Advisors Experience February 2013 - May 2013
Job Property Research Analyst
Industry Real Estate
Experience
American Title, Inc. May 2013 - Present
Wingspan Portfolio Advisors February 2013 - May 2013
JPMorgan Chase June 2011 - February 2013
ISGN July 2009 - May 2011
Skills
Notary Public, Mortgage Lending, Mortgage Servicing, Loss Mitigation, Process Improvement, Risk Management, Default, Credit Risk, Loan Origination, Credit Analysis, Home Equity Lines of..., Analysis, Banking, Customer Service, Team Building, Credit, Loans, Mortgage Banking
Education
Keiser College
University of Florida
American Title, Inc. May 2013 - Present
Wingspan Portfolio Advisors February 2013 - May 2013
JPMorgan Chase June 2011 - February 2013
ISGN July 2009 - May 2011
Skills
Notary Public, Mortgage Lending, Mortgage Servicing, Loss Mitigation, Process Improvement, Risk Management, Default, Credit Risk, Loan Origination, Credit Analysis, Home Equity Lines of..., Analysis, Banking, Customer Service, Team Building, Credit, Loans, Mortgage Banking
Education
Keiser College
University of Florida
Tom Force Tom Force's Wingspan Portfolio Advisors Experience January 2009 - June 2015
Job Director of Legal Services at Wingspan Portfolio Advisors
Industry Investment Banking
Experience
Wingspan Portfolio Advisors January 2009 - June 2015
Resurgent Capital Services, LP May 2001 - August 2007
Emergent Mortgage Corporation April 1998 - May 2001
Premier Financial Services April 1992 - March 1998
Skills
Loss Mitigation, Mortgage Servicing, Bankruptcy, Default, Loan Servicing, Mortgage Lending, Mortgage Banking, Credit, Loan Modifications, Residential Mortgages
Education
Georgia Institute of Technology 1986 — 1991
Bachelor’s Degree, Management
Wingspan Portfolio Advisors January 2009 - June 2015
Resurgent Capital Services, LP May 2001 - August 2007
Emergent Mortgage Corporation April 1998 - May 2001
Premier Financial Services April 1992 - March 1998
Skills
Loss Mitigation, Mortgage Servicing, Bankruptcy, Default, Loan Servicing, Mortgage Lending, Mortgage Banking, Credit, Loan Modifications, Residential Mortgages
Education
Georgia Institute of Technology 1986 — 1991
Bachelor’s Degree, Management
Jeanette Sakowski Jeanette Sakowski's Wingspan Portfolio Advisors Experience June 2014 - June 2015
Job Experienced Supervisor, Trainer and Mortgage Underwriter
Industry E-Learning
Experience
Recovco Mortgage Management July 2015 - Present
WineShop At Home June 2015 - Present
Wingspan Portfolio Advisors June 2014 - June 2015
TeleTech October 2013 - April 2014
JP Morgan Chase January 2009 - November 2012
Macy's October 2007 - January 2009
Skills
Recruiting, Training, Human Resources, Talent Management, Employee Relations, Coaching, Leadership, Performance Management, Organizational..., Leadership Development, Talent Acquisition, Onboarding, Interviews, Customer Service, Management, Employee Benefits, Microsoft Office, Office Management, Microsoft Excel, Microsoft Word, Microsoft Visual Studio..., Strategic Planning, Business Process..., Vendor Management, Process Improvement, Team Building, Call Centers, Software Documentation, Change Management, Operations Management, Outlook, Sales, Policy, Project Management, PowerPoint, Employee Training, Time Management, Conflict Resolution, Hiring, Administration, Staff Development, Workforce Planning, Training Delivery
Education
Florida Institute of Technology 2004 — 2008
BA, Psychology
Brevard Community College 1998 — 2000
Associate of Arts (AA), Psychology
Recovco Mortgage Management July 2015 - Present
WineShop At Home June 2015 - Present
Wingspan Portfolio Advisors June 2014 - June 2015
TeleTech October 2013 - April 2014
JP Morgan Chase January 2009 - November 2012
Macy's October 2007 - January 2009
Skills
Recruiting, Training, Human Resources, Talent Management, Employee Relations, Coaching, Leadership, Performance Management, Organizational..., Leadership Development, Talent Acquisition, Onboarding, Interviews, Customer Service, Management, Employee Benefits, Microsoft Office, Office Management, Microsoft Excel, Microsoft Word, Microsoft Visual Studio..., Strategic Planning, Business Process..., Vendor Management, Process Improvement, Team Building, Call Centers, Software Documentation, Change Management, Operations Management, Outlook, Sales, Policy, Project Management, PowerPoint, Employee Training, Time Management, Conflict Resolution, Hiring, Administration, Staff Development, Workforce Planning, Training Delivery
Education
Florida Institute of Technology 2004 — 2008
BA, Psychology
Brevard Community College 1998 — 2000
Associate of Arts (AA), Psychology
Alexis Hopson Alexis Hopson's Wingspan Portfolio Advisors Experience March 2012 - September 2012
Job Driver at Lone Star Overnight
Industry Financial Services
Experience
Lone Star Overnight April 2013 - Present
First National Bank of Trenton January 2013 - February 2013
Mid America Mortgage October 2012 - November 2012
Wingspan Portfolio Advisors March 2012 - September 2012
FedEx Office March 2010 - September 2011
Skills
Leadership, Team Building, Customer Service, Sales, Call Center, Management, Inventory Management, Project Management, Customer Satisfaction, Program Management, Customer Retention, Marketing, Process Improvement, Team Leadership, Vendor Management, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Kronos, Aloha, Adobe Fireworks, Photoshop, AS400 system, iPortal, HomeSaver, LAMP, Macintosh Applications
Education
Collin County Community College 2008 — 2009
Hotel/Restaurant Management
Willow Bend Academy
High School Graduate
Lone Star Overnight April 2013 - Present
First National Bank of Trenton January 2013 - February 2013
Mid America Mortgage October 2012 - November 2012
Wingspan Portfolio Advisors March 2012 - September 2012
FedEx Office March 2010 - September 2011
Skills
Leadership, Team Building, Customer Service, Sales, Call Center, Management, Inventory Management, Project Management, Customer Satisfaction, Program Management, Customer Retention, Marketing, Process Improvement, Team Leadership, Vendor Management, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Kronos, Aloha, Adobe Fireworks, Photoshop, AS400 system, iPortal, HomeSaver, LAMP, Macintosh Applications
Education
Collin County Community College 2008 — 2009
Hotel/Restaurant Management
Willow Bend Academy
High School Graduate
Brad Benitez's Wingspan Portfolio Advisors Experience May 2015 - July 2015
Job NOCC Technician I at AIS Engineering Inc., a Maryland Corporation
Industry Telecommunications
Experience
AIS Engineering Inc., a Maryland Corporation November 2014 - Present
Wingspan Portfolio Advisors May 2015 - July 2015
Wingspan Portfolio Advisors March 2015 - May 2015
Wingspan Portfolio Advisors June 2013 - October 2014
Legal Shield, In October 2008 - December 2013
Southeast Aerospace November 2012 - May 2013
Synthis, Inc March 2011 - May 2012
Synthis, Inc March 2010 - March 2011
Skills
Leadership, Management, Customer Service, Sales, Entrepreneurship, Team Building, Public Speaking, Training, Coaching, Social Media Marketing, Advertising, Quality Assurance, Social Networking, Marketing, Call Centers, Marketing Communications, Analysis, Insurance, Teamwork, Small Business, Team Leadership, Social Media, Lead Generation, Contract Negotiation, Direct Sales, Marketing Strategy, Customer Retention, Cold Calling, Microsoft Office, Negotiation, Networking, Microsoft Word, Microsoft Excel, Loan Modifications, Loss Mitigation
Education
Eastern Florida State College
AIS Engineering Inc., a Maryland Corporation November 2014 - Present
Wingspan Portfolio Advisors May 2015 - July 2015
Wingspan Portfolio Advisors March 2015 - May 2015
Wingspan Portfolio Advisors June 2013 - October 2014
Legal Shield, In October 2008 - December 2013
Southeast Aerospace November 2012 - May 2013
Synthis, Inc March 2011 - May 2012
Synthis, Inc March 2010 - March 2011
Skills
Leadership, Management, Customer Service, Sales, Entrepreneurship, Team Building, Public Speaking, Training, Coaching, Social Media Marketing, Advertising, Quality Assurance, Social Networking, Marketing, Call Centers, Marketing Communications, Analysis, Insurance, Teamwork, Small Business, Team Leadership, Social Media, Lead Generation, Contract Negotiation, Direct Sales, Marketing Strategy, Customer Retention, Cold Calling, Microsoft Office, Negotiation, Networking, Microsoft Word, Microsoft Excel, Loan Modifications, Loss Mitigation
Education
Eastern Florida State College
Ezekiel Brown's Wingspan Portfolio Advisors Experience February 2012 - Present
Job NOC and ATC Support Analyst Southwest Airlines at Southwest Airlines
Industry Computer & Network Security
Experience
Southwest Airlines 2014 - Present
Wingspan Portfolio Advisors February 2012 - Present
DecisionOne August 2011 - August 2012
The Home Depot December 2007 - July 2011
Fujitsu July 2008 - July 2009
Skills
Vendor Management, Troubleshooting, IT Service Management, ITIL, Sla, Service Delivery, Disaster Recovery, Technical Support, Software Documentation, Information Technology, System Administration, Data Center
Education
ITT Technical Institute-Richardson 2009 — 2012
Southwest Airlines 2014 - Present
Wingspan Portfolio Advisors February 2012 - Present
DecisionOne August 2011 - August 2012
The Home Depot December 2007 - July 2011
Fujitsu July 2008 - July 2009
Skills
Vendor Management, Troubleshooting, IT Service Management, ITIL, Sla, Service Delivery, Disaster Recovery, Technical Support, Software Documentation, Information Technology, System Administration, Data Center
Education
ITT Technical Institute-Richardson 2009 — 2012
Aiyesha Turner Aiyesha Turner's Wingspan Portfolio Advisors Experience February 2012 - September 2013
Job Positive vibes
Industry Mental Health Care
Experience
Front Line Source September 2014 - March 2015
CornerStone Staffing September 2013 - July 2014
Virtual Office Solutions August 2011 - June 2014
Wingspan Portfolio Advisors February 2012 - September 2013
Joe's Crab Shack October 2008 - April 2010
Texas Southern University October 2008 - May 2009
Hat World / Lids.com October 2007 - May 2008
Foot Locker February 2005 - September 2007
Skills
Customer Service, Inventory Control, Management, Microsoft Excel
Education
Dallas Baptist University
Bachelor, Liberal Arts & Behavioral Sciences; Psychology
Front Line Source September 2014 - March 2015
CornerStone Staffing September 2013 - July 2014
Virtual Office Solutions August 2011 - June 2014
Wingspan Portfolio Advisors February 2012 - September 2013
Joe's Crab Shack October 2008 - April 2010
Texas Southern University October 2008 - May 2009
Hat World / Lids.com October 2007 - May 2008
Foot Locker February 2005 - September 2007
Skills
Customer Service, Inventory Control, Management, Microsoft Excel
Education
Dallas Baptist University
Bachelor, Liberal Arts & Behavioral Sciences; Psychology
Connie (Fred) Korbelic Connie (Fred) Korbelic's Wingspan Portfolio Advisors Experience May 2014 - July 2014
Job Customer Service Representative at WorldVentures
Industry Telecommunications
Experience
WorldVentures February 2015 - Present
AT&T August 2014 - January 2015
Wingspan Portfolio Advisors May 2014 - July 2014
Wingspan Portfolio Advisors September 2013 - May 2014
AT&T Mobility August 2011 - September 2013
ATT Mobility September 2008 - August 2011
Skills
Sales Operations, Sales, Customer Satisfaction, Customer Service, Microsoft Office, Time Management, Call Centers, Management, Inventory Management, Short Sales, Loss Mitigation, Loan Servicing, Training, Hands-on Training, Communication Skills, Close Attention to..., Operations Management, Account Management, Managing Workflow, Real Estate Transactions, Auditing, Internal Audit, Cash Handling Experience, Cash Management, Performance Reporting, Financial Reporting, Inventory Control, Inventory Accuracy, Client Liaison, Motivated self-starter, Professional Phone..., Complaint Management, Competitive, Customer Experience, Loans, Customer Retention, Telecommunications, Wireless, Retail, Sales Process, Cellular Communications, Microsoft Word, PowerPoint, Microsoft Excel, Mobile Devices, Solution Selling, Finance, Data Entry, Financial Services, Analysis
Education
University of Phoenix 2007 — 2010
Associates, Business Finance
Collin County Community College 2006 — 2007
Business Finance
WorldVentures February 2015 - Present
AT&T August 2014 - January 2015
Wingspan Portfolio Advisors May 2014 - July 2014
Wingspan Portfolio Advisors September 2013 - May 2014
AT&T Mobility August 2011 - September 2013
ATT Mobility September 2008 - August 2011
Skills
Sales Operations, Sales, Customer Satisfaction, Customer Service, Microsoft Office, Time Management, Call Centers, Management, Inventory Management, Short Sales, Loss Mitigation, Loan Servicing, Training, Hands-on Training, Communication Skills, Close Attention to..., Operations Management, Account Management, Managing Workflow, Real Estate Transactions, Auditing, Internal Audit, Cash Handling Experience, Cash Management, Performance Reporting, Financial Reporting, Inventory Control, Inventory Accuracy, Client Liaison, Motivated self-starter, Professional Phone..., Complaint Management, Competitive, Customer Experience, Loans, Customer Retention, Telecommunications, Wireless, Retail, Sales Process, Cellular Communications, Microsoft Word, PowerPoint, Microsoft Excel, Mobile Devices, Solution Selling, Finance, Data Entry, Financial Services, Analysis
Education
University of Phoenix 2007 — 2010
Associates, Business Finance
Collin County Community College 2006 — 2007
Business Finance
Sheri Green, MBA Sheri Green, MBA's Wingspan Portfolio Advisors Experience May 2012 - April 2014
Job Accoounting Manager at Center for Spritual Living
Industry Accounting
Experience
Mosaic Business Administration January 2010 - Present
24 Hour Fitness August 2013 - Present
Wingspan Portfolio Advisors May 2012 - April 2014
MBA May 2012 - September 2012
Bank of America September 2011 - May 2012
Verizon April 2011 - July 2011
World Healing Center Church / Benny Hinn Ministries November 1999 - March 2010
Christian Friends of Israel May 1997 - November 1999
Skills
Bookkeeping, Executive Management, Administration, Accounting, Software, Sabre, Administrative..., General Ledger, Accounts Payable, Accounts Receivable, Data Entry, Expenses, Outlook, Spreadsheets, System Administration, Invoicing, Training, Microsoft Office, Budgets, Financial Reporting, Management, Leadership, Auditing, Payroll, Customer Service, Forecasting, Accruals, Teamwork, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Accounting - Business Management
Dallas Baptist University 2004 — 2007
Bachelor, Science Business Communications
Christ for the Nations 1995 — 1997
Associates, Theology
Mosaic Business Administration January 2010 - Present
24 Hour Fitness August 2013 - Present
Wingspan Portfolio Advisors May 2012 - April 2014
MBA May 2012 - September 2012
Bank of America September 2011 - May 2012
Verizon April 2011 - July 2011
World Healing Center Church / Benny Hinn Ministries November 1999 - March 2010
Christian Friends of Israel May 1997 - November 1999
Skills
Bookkeeping, Executive Management, Administration, Accounting, Software, Sabre, Administrative..., General Ledger, Accounts Payable, Accounts Receivable, Data Entry, Expenses, Outlook, Spreadsheets, System Administration, Invoicing, Training, Microsoft Office, Budgets, Financial Reporting, Management, Leadership, Auditing, Payroll, Customer Service, Forecasting, Accruals, Teamwork, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Accounting - Business Management
Dallas Baptist University 2004 — 2007
Bachelor, Science Business Communications
Christ for the Nations 1995 — 1997
Associates, Theology
Robert Angell Robert Angell's Wingspan Portfolio Advisors Experience January 2012 - January 2013
Job Collateral Assistant, Loan Operations
Industry Financial Services
Experience
Texas Capital Bank April 2014 - Present
Texas Capital Bank January 2013 - December 2013
Wingspan Portfolio Advisors January 2012 - January 2013
UPS October 2011 - December 2011
The Scotts Miracle-Gro Company February 2011 - June 2011
FireDream Financial August 2010 - October 2010
BYU-Idaho Business Capstone January 2010 - April 2010
BYU-Idaho Integrated Business Core Practicum March 2009 - July 2009
CrossMark (via Regal Temp Agency) February 2009 - April 2009
Rent-A-Center January 2009 - February 2009
Skills
Leadership, Project Management, Public Speaking, Staff Development, FHA, Team Management, Oral & Written..., Complex Problem Solving, Ability to work both..., Sound Judgment, Staff Training, Supervision and Training, Conflict Management, MHA, VA, GSE (Fannie Mae &..., Loan Modification..., Proficient in MS Office..., Excel models, MS Excel Pivot Tables
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (B.S.), Business Management - Finance
Collin County Community College 2004 — 2007
Associate of Arts (A.A.), Psychology
Texas Capital Bank April 2014 - Present
Texas Capital Bank January 2013 - December 2013
Wingspan Portfolio Advisors January 2012 - January 2013
UPS October 2011 - December 2011
The Scotts Miracle-Gro Company February 2011 - June 2011
FireDream Financial August 2010 - October 2010
BYU-Idaho Business Capstone January 2010 - April 2010
BYU-Idaho Integrated Business Core Practicum March 2009 - July 2009
CrossMark (via Regal Temp Agency) February 2009 - April 2009
Rent-A-Center January 2009 - February 2009
Skills
Leadership, Project Management, Public Speaking, Staff Development, FHA, Team Management, Oral & Written..., Complex Problem Solving, Ability to work both..., Sound Judgment, Staff Training, Supervision and Training, Conflict Management, MHA, VA, GSE (Fannie Mae &..., Loan Modification..., Proficient in MS Office..., Excel models, MS Excel Pivot Tables
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Science (B.S.), Business Management - Finance
Collin County Community College 2004 — 2007
Associate of Arts (A.A.), Psychology
Brian Dewberry Brian Dewberry's Wingspan Portfolio Advisors Experience February 2012 - April 2014
Job modification processor at Wingspan Portfolio Advisors
Industry Financial Services
Experience
Target December 2014 - January 2015
Wingspan Portfolio Advisors February 2012 - April 2014
McDonald's Corporation June 2010 - February 2011
Air Performance Service Inc. June 2009 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, Time Management, Team Building, Data Entry, Outlook, AS400 Administration, FHA, FHLMC, Thrive in A Fast-paced..., Teamwork, Cashiering, Restaurants
Education
Collin County Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Art/Art Studies, General
University of North Texas 2008 — 2008
Target December 2014 - January 2015
Wingspan Portfolio Advisors February 2012 - April 2014
McDonald's Corporation June 2010 - February 2011
Air Performance Service Inc. June 2009 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, Time Management, Team Building, Data Entry, Outlook, AS400 Administration, FHA, FHLMC, Thrive in A Fast-paced..., Teamwork, Cashiering, Restaurants
Education
Collin County Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Art/Art Studies, General
University of North Texas 2008 — 2008
Jon Christy Jon Christy's Wingspan Portfolio Advisors Experience May 2014 - December 2014
Job QC Auditor at American Title, Inc. Valuations
Industry Financial Services
Experience
American Title, Inc. Valuations May 2015 - Present
Wingspan Portfolio Advisors May 2014 - December 2014
Wingspan Portfolio Advisors April 2013 - April 2014
Chase Home Lending July 2012 - April 2013
Chase Home Lending July 2011 - July 2012
Chase Home Lending May 2009 - June 2011
Washington Mutual Savings Bank December 2007 - January 2009
Washington Mutual Savings Bank November 2007 - December 2007
Washington Mutual Savings Bank August 2007 - October 2007
Washington Mutual Savings Bank February 2006 - August 2007
Skills
Team Productivity &..., Risk Management, Quality Assurance, Leadership, Training & Development, Top Collector / Producer, Project Management, Negotiation, Customer Service..., Microsoft Office, Analytical / Problem..., Team Organization, Team Building, Process Improvement, Customer Service, Call Centers, Finance, Banking, Management, Mortgage Lending, Credit, Loans, Short Sales, Bankruptcy, Research, Foreclosures, Loan Modifications, REO, Mortgage Banking, Facebook, Social Media
Education
Cape Cod Community College 1994 — 1997
Associates, Business Management
Upper Cape Cod Regional Technical School 1982 — 1986
Electronics
American Title, Inc. Valuations May 2015 - Present
Wingspan Portfolio Advisors May 2014 - December 2014
Wingspan Portfolio Advisors April 2013 - April 2014
Chase Home Lending July 2012 - April 2013
Chase Home Lending July 2011 - July 2012
Chase Home Lending May 2009 - June 2011
Washington Mutual Savings Bank December 2007 - January 2009
Washington Mutual Savings Bank November 2007 - December 2007
Washington Mutual Savings Bank August 2007 - October 2007
Washington Mutual Savings Bank February 2006 - August 2007
Skills
Team Productivity &..., Risk Management, Quality Assurance, Leadership, Training & Development, Top Collector / Producer, Project Management, Negotiation, Customer Service..., Microsoft Office, Analytical / Problem..., Team Organization, Team Building, Process Improvement, Customer Service, Call Centers, Finance, Banking, Management, Mortgage Lending, Credit, Loans, Short Sales, Bankruptcy, Research, Foreclosures, Loan Modifications, REO, Mortgage Banking, Facebook, Social Media
Education
Cape Cod Community College 1994 — 1997
Associates, Business Management
Upper Cape Cod Regional Technical School 1982 — 1986
Electronics
José Cedeño-Santiago's Wingspan Portfolio Advisors Experience July 2014 - October 2014
Job Neurodiagnostic Technologist & Medical Assistant at First Choice Medical Group of Brevard, LLC
Industry Banking
Experience
First Choice Medical Group of Brevard, LLC January 2015 - Present
Wingspan Portfolio Advisors July 2014 - October 2014
Brevard Neuro Center January 2014 - July 2014
Deuk Spine Institute April 2013 - April 2014
Medical Associate of Brevard / Neurology July 2009 - March 2012
Brevard Health Alliance, Inc. January 2009 - July 2009
Aerotek / Washington Mutual Bank April 2007 - September 2008
TeleTech July 2005 - April 2007
Skills
Medical Records, Data Entry, Medisoft, Centricity, Office Management, Medical Coding, Telephone Skills, Microsoft Office, Customer Service, Microsoft Word, Outlook, Filing, EKG, HIPAA, Training, Medical Billing, Microsoft Excel, Medical Transcription, Office Administration, Problem Solving, Call Centers, PowerPoint, Officehour, Charting Plus, Logician, Troubleshooting, Bookkeeping, Loan Servicing, Loan Origination, File Management, Appraisals, Report Writing, Call Center, Loan Modifications, Home Equity Loans, Quality Assurance, InfoSource, MSP, Lender Live, SharePoint, I-Vault, WaMu Database, Home Equity Lines of..., Payment Wizard, Agent Desktop, CMS, EMR, E-commerce, Real Estate Financing, ADP ezLaborManager
Education
Keiser University-Ft Lauderdale 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Health Services/Allied Health/Health Sciences, General
Keiser University-Ft Lauderdale 2008 — 2010
Associate of Science (A.S.), Medical/Clinical Assistant
Brevard Community College 2001 — 2003
Associate of Arts (A.A.), Business Administration, Management and Operations
Penn Foster 1995 — 1999
High School Diploma, General Studies
First Choice Medical Group of Brevard, LLC January 2015 - Present
Wingspan Portfolio Advisors July 2014 - October 2014
Brevard Neuro Center January 2014 - July 2014
Deuk Spine Institute April 2013 - April 2014
Medical Associate of Brevard / Neurology July 2009 - March 2012
Brevard Health Alliance, Inc. January 2009 - July 2009
Aerotek / Washington Mutual Bank April 2007 - September 2008
TeleTech July 2005 - April 2007
Skills
Medical Records, Data Entry, Medisoft, Centricity, Office Management, Medical Coding, Telephone Skills, Microsoft Office, Customer Service, Microsoft Word, Outlook, Filing, EKG, HIPAA, Training, Medical Billing, Microsoft Excel, Medical Transcription, Office Administration, Problem Solving, Call Centers, PowerPoint, Officehour, Charting Plus, Logician, Troubleshooting, Bookkeeping, Loan Servicing, Loan Origination, File Management, Appraisals, Report Writing, Call Center, Loan Modifications, Home Equity Loans, Quality Assurance, InfoSource, MSP, Lender Live, SharePoint, I-Vault, WaMu Database, Home Equity Lines of..., Payment Wizard, Agent Desktop, CMS, EMR, E-commerce, Real Estate Financing, ADP ezLaborManager
Education
Keiser University-Ft Lauderdale 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Health Services/Allied Health/Health Sciences, General
Keiser University-Ft Lauderdale 2008 — 2010
Associate of Science (A.S.), Medical/Clinical Assistant
Brevard Community College 2001 — 2003
Associate of Arts (A.A.), Business Administration, Management and Operations
Penn Foster 1995 — 1999
High School Diploma, General Studies
Tiffani Chambers Tiffani Chambers's Wingspan Portfolio Advisors Experience January 2013 - Present
Job Mortgage Underwriter at Wingspan Portfolio Advisors
Industry Financial Services
Experience
Wingspan Portfolio Advisors January 2013 - Present
JPMorgan Chase September 2012 - January 2013
JPMorgan Chase March 2010 - September 2012
Washington mutual May 2009 - March 2010
Percepta June 2008 - June 2009
Skills
Mortgage Underwriting, Mortgage Banking, Finance, Credit Analysis, Employee Training, Customer Service, Loss Mitigation, Default, Collections, Fixed Income Analysis, Government Loans, FHA financing, Banking, Credit, Credit Risk, FHA, FHA Financing, Leadership, Loans, Microsoft Office, Mortgage Lending
Education
Eastern Florida State College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Eastern Florida State College
Wingspan Portfolio Advisors January 2013 - Present
JPMorgan Chase September 2012 - January 2013
JPMorgan Chase March 2010 - September 2012
Washington mutual May 2009 - March 2010
Percepta June 2008 - June 2009
Skills
Mortgage Underwriting, Mortgage Banking, Finance, Credit Analysis, Employee Training, Customer Service, Loss Mitigation, Default, Collections, Fixed Income Analysis, Government Loans, FHA financing, Banking, Credit, Credit Risk, FHA, FHA Financing, Leadership, Loans, Microsoft Office, Mortgage Lending
Education
Eastern Florida State College 2010 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Eastern Florida State College
Darielyn Dorsey Darielyn Dorsey's Wingspan Portfolio Advisors Experience 2013 - Present
Job Mortgage Professional
Industry Financial Services
Experience
Wingspan Portfolio Advisors 2013 - Present
Retreat Capital Management, Inc. February 2012 - October 2012
JPMorgan Chase August 2011 - January 2012
Amercian Home Mortgage Servicing Inc. July 2009 - August 2011
CBRE April 2008 - May 2009
GMAC Mortgage August 2007 - April 2008
First Horizon Home Loans December 2003 - August 2007
Skills
Mortgage Lending, Mortgage Banking, Loss Mitigation, Loans, FHA, Mortgage Servicing, Loan Origination, Default, Loan Servicing, Foreclosures, Asset Managment, Valuation, Loan Modifications, Credit, Portfolio Management, VA loans, Underwriting, Asset Management, REO
Education
DeVry University 2011 — 2014
Degree, Business/Corporate Communications
Tarrant County College 2000 — 2003
Associate Degree, Business Administration and Management
James Bowie High School 1996 — 2000
HS Diploma
Wingspan Portfolio Advisors 2013 - Present
Retreat Capital Management, Inc. February 2012 - October 2012
JPMorgan Chase August 2011 - January 2012
Amercian Home Mortgage Servicing Inc. July 2009 - August 2011
CBRE April 2008 - May 2009
GMAC Mortgage August 2007 - April 2008
First Horizon Home Loans December 2003 - August 2007
Skills
Mortgage Lending, Mortgage Banking, Loss Mitigation, Loans, FHA, Mortgage Servicing, Loan Origination, Default, Loan Servicing, Foreclosures, Asset Managment, Valuation, Loan Modifications, Credit, Portfolio Management, VA loans, Underwriting, Asset Management, REO
Education
DeVry University 2011 — 2014
Degree, Business/Corporate Communications
Tarrant County College 2000 — 2003
Associate Degree, Business Administration and Management
James Bowie High School 1996 — 2000
HS Diploma
Evi Clowney Evi Clowney's Wingspan Portfolio Advisors Experience February 2013 - October 2014
Job Customer Assistance Specialist at Wingspan Portfolio Advisors
Industry Banking
Experience
Terry Clowney, MSW, LCSW August 1996 - Present
Wingspan Portfolio Advisors February 2013 - October 2014
Chase March 2011 - February 2013
Chase June 2009 - March 2011
Washington Mutual/Chase 2008 - June 2009
Skills
Mortgage Banking, Quality Assurance, User Acceptance Testing, Banking, Mortgage Servicing, Quality Center, Risk Management, Process Improvement, Testing, Retail Banking, Loss Mitigation, Quality Control, Mortgage Underwriting, Payments, Requirements Analysis, Call Centers, Loan Servicing, Quality Management, Bilingual, Medical Billing, Spanish-English, Oral & Written...
Education
Eastern Florida State College 1999 — 2001
N/A, Voice and Opera
Satellite High School 1996 — 1999
Terry Clowney, MSW, LCSW August 1996 - Present
Wingspan Portfolio Advisors February 2013 - October 2014
Chase March 2011 - February 2013
Chase June 2009 - March 2011
Washington Mutual/Chase 2008 - June 2009
Skills
Mortgage Banking, Quality Assurance, User Acceptance Testing, Banking, Mortgage Servicing, Quality Center, Risk Management, Process Improvement, Testing, Retail Banking, Loss Mitigation, Quality Control, Mortgage Underwriting, Payments, Requirements Analysis, Call Centers, Loan Servicing, Quality Management, Bilingual, Medical Billing, Spanish-English, Oral & Written...
Education
Eastern Florida State College 1999 — 2001
N/A, Voice and Opera
Satellite High School 1996 — 1999
adrienna henderson adrienna henderson's Wingspan Portfolio Advisors Experience January 2012 - January 2013
Job Student at Tyler Junior College
Industry Banking
Experience
Wingspan Portfolio Advisors January 2012 - January 2013
Fish City Grill September 2012 - December 2012
Skills
Loan Modifications, Customer Service, Retail, Microsoft Office, Microsoft Excel, Microsoft Word, Fax, Titles, Adobe Acrobat, Outlook, 10 Key, Shorthand
Education
Tyler Junior College 2013 — 2015
Registered Nursing/Registered Nurse
Collin County Community College 2010 — 2012
Associate of Arts (A.A.), Psychology
Wingspan Portfolio Advisors January 2012 - January 2013
Fish City Grill September 2012 - December 2012
Skills
Loan Modifications, Customer Service, Retail, Microsoft Office, Microsoft Excel, Microsoft Word, Fax, Titles, Adobe Acrobat, Outlook, 10 Key, Shorthand
Education
Tyler Junior College 2013 — 2015
Registered Nursing/Registered Nurse
Collin County Community College 2010 — 2012
Associate of Arts (A.A.), Psychology
Fatimah Pacheco Fatimah Pacheco's Wingspan Portfolio Advisors Experience March 2013 - December 2013
Job Associate at American Mortgage Consultants, Inc.
Industry Real Estate
Experience
American Mortgage Consultants, Inc. December 2013 - Present
Wingspan Portfolio Advisors March 2013 - December 2013
Organizing for America Colorado September 2012 - November 2012
AMRE Solutions January 2011 - August 2012
Castle Meinhold & Stawiarski, LLC February 2010 - October 2010
Education
City University of New York City College 2007 — 2009
Master's degree program, History
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), History
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), Crime, Law. Justice
American Mortgage Consultants, Inc. December 2013 - Present
Wingspan Portfolio Advisors March 2013 - December 2013
Organizing for America Colorado September 2012 - November 2012
AMRE Solutions January 2011 - August 2012
Castle Meinhold & Stawiarski, LLC February 2010 - October 2010
Education
City University of New York City College 2007 — 2009
Master's degree program, History
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), History
Penn State University 2001 — 2005
Bachelor of Arts (B.A.), Crime, Law. Justice
Krista Neel Krista Neel's Wingspan Portfolio Advisors Experience December 2011 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wingspan Portfolio Advisors December 2011 - August 2012
Wingspan Portfolio Advisors 2011 - 2012
Adventure Landing February 2007 - August 2011
24 Hour Fitness February 2010 - January 2011
Venture Research May 2008 - September 2008
Education
Brookhaven College
Collin County Community College
Collin County Community College
Plano West Senior High
diploma
Wingspan Portfolio Advisors December 2011 - August 2012
Wingspan Portfolio Advisors 2011 - 2012
Adventure Landing February 2007 - August 2011
24 Hour Fitness February 2010 - January 2011
Venture Research May 2008 - September 2008
Education
Brookhaven College
Collin County Community College
Collin County Community College
Plano West Senior High
diploma
Pamela Clinton Stuart's Wingspan Portfolio Advisors Experience March 2012 - March 2014
Job Customer Service Professional in the Manufacturing environment, Customer Oriented, Customer Detailed
Industry Aviation & Aerospace
Experience
Jewish Family Services of Greater Dallas April 2014 - Present
Valley View Christian Church March 2006 - Present
RotaryandMore 2011 - 2015
RotaryandMore 2011 - 2015
Wingspan Portfolio Advisors March 2012 - March 2014
Career DFW.Org August 2011 - November 2012
Rockwell Collins November 2004 - April 2011
Cedars-Sinai Medical Center May 2004 - November 2004
Patterson Dental September 2003 - January 2004
Bombardier Aerospace May 2001 - October 2001
Skills
SAP Sales &..., Microsoft Office 2007, Lotus Notes, Customer Service, Problem Solving, Customer Relations, Team Building, Microsoft Office, SAP, Negotiation, PowerPoint, Excel, Purchasing, Mentoring, Continuous Improvement, Process Improvement, Strategic Planning, Quality Assurance, Budgeting, Forecasting, Word, Outlook, Program Management, Contract Negotiation, Cross-functional Team..., Documentation, Access, Performance Management, Team Leadership, Vendor Relations, Troubleshooting, Customer Satisfaction, Visio, Teamwork, Team Management, Budgets, Time Management, Supervisory Skills, Business Analysis, Call Center, Lean Manufacturing, Research, System Administration, Microsoft Excel, Leadership Development, Data Analysis, Software Documentation, Human Resources, Management, Technical Support
Education
Collin County Community College 1995 — 2001
Associate in Applied Science, Business and Office Administration, 3.4
Det Norske Veritas 1997 — 1997
Certificate for Documentation, ISO/QS 9000
Det Norske Veritas 1995 — 1995
Certificate for Internal Auditor, ISO/QS 9000
Jewish Family Services of Greater Dallas April 2014 - Present
Valley View Christian Church March 2006 - Present
RotaryandMore 2011 - 2015
RotaryandMore 2011 - 2015
Wingspan Portfolio Advisors March 2012 - March 2014
Career DFW.Org August 2011 - November 2012
Rockwell Collins November 2004 - April 2011
Cedars-Sinai Medical Center May 2004 - November 2004
Patterson Dental September 2003 - January 2004
Bombardier Aerospace May 2001 - October 2001
Skills
SAP Sales &..., Microsoft Office 2007, Lotus Notes, Customer Service, Problem Solving, Customer Relations, Team Building, Microsoft Office, SAP, Negotiation, PowerPoint, Excel, Purchasing, Mentoring, Continuous Improvement, Process Improvement, Strategic Planning, Quality Assurance, Budgeting, Forecasting, Word, Outlook, Program Management, Contract Negotiation, Cross-functional Team..., Documentation, Access, Performance Management, Team Leadership, Vendor Relations, Troubleshooting, Customer Satisfaction, Visio, Teamwork, Team Management, Budgets, Time Management, Supervisory Skills, Business Analysis, Call Center, Lean Manufacturing, Research, System Administration, Microsoft Excel, Leadership Development, Data Analysis, Software Documentation, Human Resources, Management, Technical Support
Education
Collin County Community College 1995 — 2001
Associate in Applied Science, Business and Office Administration, 3.4
Det Norske Veritas 1997 — 1997
Certificate for Documentation, ISO/QS 9000
Det Norske Veritas 1995 — 1995
Certificate for Internal Auditor, ISO/QS 9000
Boris (Bo) Kinkov Boris (Bo) Kinkov's Wingspan Portfolio Advisors Experience May 2011 - March 2013
Job Real Estate Agent at William Davis Realty, Dallas and Frisco, TX
Industry Real Estate
Experience
William Davis Realty, Dallas and Frisco, TX March 2011 - Present
Wingspan Portfolio Advisors May 2011 - March 2013
RE/MAX Premier Group February 2010 - March 2011
Vendor Resource Management 2011 - 2011
Century 21 Judge Fite August 2008 - March 2010
Pearle Vision 2000 - 2008
Skills
Franchising, Investments, Investment Properties, Sellers, Property, Marketing, Short Sales, Foreclosures, Sales, First Time Home Buyers, Buyer Representation, Relocation Buyers, Corporate Relocation
Education
Collin County Community College
Associate
Northeastern Illinois University 1996 — 2000
Buffalo Grove High school 1993 — 1996
William Davis Realty, Dallas and Frisco, TX March 2011 - Present
Wingspan Portfolio Advisors May 2011 - March 2013
RE/MAX Premier Group February 2010 - March 2011
Vendor Resource Management 2011 - 2011
Century 21 Judge Fite August 2008 - March 2010
Pearle Vision 2000 - 2008
Skills
Franchising, Investments, Investment Properties, Sellers, Property, Marketing, Short Sales, Foreclosures, Sales, First Time Home Buyers, Buyer Representation, Relocation Buyers, Corporate Relocation
Education
Collin County Community College
Associate
Northeastern Illinois University 1996 — 2000
Buffalo Grove High school 1993 — 1996
Angela Swann's Wingspan Portfolio Advisors Experience March 2012 - March 2014
Job Lender Services Representative at WNC First Insurance Services
Industry Political Organization
Experience
WNC First Insurance Services May 2014 - Present
Grace Christian Church January 2012 - January 2015
Wingspan Portfolio Advisors March 2012 - March 2014
Scentsy, Inc. May 2011 - October 2013
Lake Highlands Baptist Church September 2010 - January 2012
Mesquite Independent School District November 2009 - January 2012
State of Texas 2011 - 2011
Dallas County Republican Party 2000 - 2011
Charles Lingerfelt for Congress November 2009 - March 2010
Private Voice Lessons 2010 - 2010
Skills
Worship Leader, Social Media, Public Speaking, Teaching, Non-profits, Event Planning, Research, Public Relations, Microsoft Office, PowerPoint, Staff Development, Fundraising, Editing, Customer Service, Microsoft Excel, Singing, Microsoft Word, Politics, Facebook, Choral, Strategic Planning, Community Outreach, Social Networking, Pianist, Marketing, Team Building, Blogging, Training, Coaching, Nonprofits, Leadership, Volunteer Management, Event Management, Social Media Marketing, Leadership Development, Newsletters
Education
Texas A&M University-Commerce 2004 — 2009
B.S Degree
Dallas County Community College 2001 — 2003
WNC First Insurance Services May 2014 - Present
Grace Christian Church January 2012 - January 2015
Wingspan Portfolio Advisors March 2012 - March 2014
Scentsy, Inc. May 2011 - October 2013
Lake Highlands Baptist Church September 2010 - January 2012
Mesquite Independent School District November 2009 - January 2012
State of Texas 2011 - 2011
Dallas County Republican Party 2000 - 2011
Charles Lingerfelt for Congress November 2009 - March 2010
Private Voice Lessons 2010 - 2010
Skills
Worship Leader, Social Media, Public Speaking, Teaching, Non-profits, Event Planning, Research, Public Relations, Microsoft Office, PowerPoint, Staff Development, Fundraising, Editing, Customer Service, Microsoft Excel, Singing, Microsoft Word, Politics, Facebook, Choral, Strategic Planning, Community Outreach, Social Networking, Pianist, Marketing, Team Building, Blogging, Training, Coaching, Nonprofits, Leadership, Volunteer Management, Event Management, Social Media Marketing, Leadership Development, Newsletters
Education
Texas A&M University-Commerce 2004 — 2009
B.S Degree
Dallas County Community College 2001 — 2003
Brook Waters Brook Waters's Wingspan Portfolio Advisors Experience 2011 - 2013
Job Experienced Customer Service & Contact Center Manager ◊ Training Facilitator ◊ Team Builder ◊ Change Agent ◊ Volunteer
Industry Consumer Services
Experience
HerRoom/HisRoom 2014 - 2015
Wingspan Portfolio Advisors 2011 - 2013
Nordstrom, Inc. 2010 - 2010
Del Sol 2009 - 2009
Macatawa Bank 2008 - 2009
Northwest Airlines 1989 - 2007
Old Kent Financial Corporation January 1987 - January 1989
Skills
Management, Training, Mortgage Servicing, Mortgage Banking, Staff Development, New Business Development, Professional Services, Customer Service, Customer Escalation..., Loan Modifications, Leadership Development, Team Building, Cross-functional Team..., Airlines, Client Relations Skills, Training Facilitation, Financial Services, Call Centers, Performance Management, CRM, Loss Mitigation, Loans, Sales, Loan Servicing, Leadership, Process Improvement, Banking, Microsoft Office
Education
Ferris State University 1984 — 1987
Ferris State University 1984 — 1987
Completed 70 credits toward Bachelor of Science
HerRoom/HisRoom 2014 - 2015
Wingspan Portfolio Advisors 2011 - 2013
Nordstrom, Inc. 2010 - 2010
Del Sol 2009 - 2009
Macatawa Bank 2008 - 2009
Northwest Airlines 1989 - 2007
Old Kent Financial Corporation January 1987 - January 1989
Skills
Management, Training, Mortgage Servicing, Mortgage Banking, Staff Development, New Business Development, Professional Services, Customer Service, Customer Escalation..., Loan Modifications, Leadership Development, Team Building, Cross-functional Team..., Airlines, Client Relations Skills, Training Facilitation, Financial Services, Call Centers, Performance Management, CRM, Loss Mitigation, Loans, Sales, Loan Servicing, Leadership, Process Improvement, Banking, Microsoft Office
Education
Ferris State University 1984 — 1987
Ferris State University 1984 — 1987
Completed 70 credits toward Bachelor of Science
Tan Billy Nguyen Tan Billy Nguyen's Wingspan Portfolio Advisors Experience December 2011 - November 2013
Job Data specialist
Industry Financial Services
Experience
Catapult Health June 2014 - Present
Wingspan Portfolio Advisors December 2011 - November 2013
Wingspan Portfolio Advisors June 2010 - December 2011
Skills
Quality Assurance, Process Improvement, SDLC, Call Center, Quality Auditing, Interpersonal Skill, Analytical Skills, Managerial Skills, HAMP, Forbearance, Home Retention, GNMA, Deed in Lieu, Special Servicing, Mortgage Modification, FHLMC, Mortgage Underwriting, Loan Auditing, Mortgage Analytics, Loss Mitigation, Call Centers, Default, Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Credit, Analysis, Training, Mortgage Banking
Education
Brookhaven Community College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catapult Health June 2014 - Present
Wingspan Portfolio Advisors December 2011 - November 2013
Wingspan Portfolio Advisors June 2010 - December 2011
Skills
Quality Assurance, Process Improvement, SDLC, Call Center, Quality Auditing, Interpersonal Skill, Analytical Skills, Managerial Skills, HAMP, Forbearance, Home Retention, GNMA, Deed in Lieu, Special Servicing, Mortgage Modification, FHLMC, Mortgage Underwriting, Loan Auditing, Mortgage Analytics, Loss Mitigation, Call Centers, Default, Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Credit, Analysis, Training, Mortgage Banking
Education
Brookhaven Community College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Monica Rosales's Wingspan Portfolio Advisors Experience December 2010 - November 2012
Job Bilingual Home Retention Consultant
Industry Financial Services
Experience
Ocwen Financial Corporation - US October 2015 - Present
Ocwen Financial Corporation - US July 2015 - Present
Ocwen Financial Corporation September 2013 - Present
Homeward Residential, Inc. December 2012 - Present
Wingspan Portfolio Advisors December 2010 - November 2012
Skills
Mortgage Banking, Mortgage Lending, Portfolio Management, Banking, Mortgage Servicing, Customer Service, Loan Servicing, Credit, Loans, Risk Management, Call Centers, Loss Mitigation, Residential Mortgages
Education
Dallas County Community College
Ocwen Financial Corporation - US October 2015 - Present
Ocwen Financial Corporation - US July 2015 - Present
Ocwen Financial Corporation September 2013 - Present
Homeward Residential, Inc. December 2012 - Present
Wingspan Portfolio Advisors December 2010 - November 2012
Skills
Mortgage Banking, Mortgage Lending, Portfolio Management, Banking, Mortgage Servicing, Customer Service, Loan Servicing, Credit, Loans, Risk Management, Call Centers, Loss Mitigation, Residential Mortgages
Education
Dallas County Community College
Hulet Ann Gilmore-Davis Hulet Ann Gilmore-Davis's Wingspan Portfolio Advisors Experience March 2013 - April 2014
Job God keeps on blessing!
Industry Banking
Experience
Fairway Independent Mortgage Corporation September 2015 - Present
HUB International June 2015 - August 2015
Nationstar Mortgage Wholesale Lending March 2015 - May 2015
Waste Management April 2014 - December 2014
Wingspan Portfolio Advisors March 2013 - April 2014
Bank of America September 2008 - October 2011
Green Point Mortgage July 2005 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Mortgage Servicing, Loan Processing, Deed in Lieu, Foreclosures, Short Sales, Mortgage Modification, Loans, Loss Mitigation, Mortgage Lending, Default, Loan Modifications, FHA, Call Centers, Mortgage Banking, Loan Servicing, Residential Mortgages, Loan Origination, FHA financing, Banking, Loan Documents, Calyx Point, HAMP, Home Equity Loans, Home Equity Lines of..., RESPA, FHLMC, Home Equity, Teamwork, Construction Loans, Credit Analysis, Loan Closings, Financial Services, Portfolio Management
Education
Plano Senior High School 1998 — 2001
Strayer University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Collin County Community College
Fairway Independent Mortgage Corporation September 2015 - Present
HUB International June 2015 - August 2015
Nationstar Mortgage Wholesale Lending March 2015 - May 2015
Waste Management April 2014 - December 2014
Wingspan Portfolio Advisors March 2013 - April 2014
Bank of America September 2008 - October 2011
Green Point Mortgage July 2005 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Mortgage Servicing, Loan Processing, Deed in Lieu, Foreclosures, Short Sales, Mortgage Modification, Loans, Loss Mitigation, Mortgage Lending, Default, Loan Modifications, FHA, Call Centers, Mortgage Banking, Loan Servicing, Residential Mortgages, Loan Origination, FHA financing, Banking, Loan Documents, Calyx Point, HAMP, Home Equity Loans, Home Equity Lines of..., RESPA, FHLMC, Home Equity, Teamwork, Construction Loans, Credit Analysis, Loan Closings, Financial Services, Portfolio Management
Education
Plano Senior High School 1998 — 2001
Strayer University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Collin County Community College
Donna Bruton Donna Bruton's Wingspan Portfolio Advisors Experience February 2013 - June 2015
Job Administrative and Accounting Specialist
Industry Banking
Experience
Wingspan Portfolio Advisors February 2013 - June 2015
Chase April 2011 - February 2013
Chase April 2009 - March 2011
Chase September 2005 - April 2009
Brevard County Board of County Commissioners February 2005 - September 2005
Brevard County Tax Collector April 2004 - February 2005
Thantex Specialties Inc. July 1999 - December 2003
Skills
•Microsoft Office..., •Proven Leadership..., •Extensive Accounting..., •Strong Research and..., •Motivated Team Player, •Detail-oriented and..., •Excellent Time..., •Impeccable..., •Ability to work under..., •Knowledge in the use..., •Typing Speed of 55+..., •Result-Oriented and..., •Proficient Computer...
Education
Keiser College
Diploma, Computer Management, Applications, and Systems, A
Wingspan Portfolio Advisors February 2013 - June 2015
Chase April 2011 - February 2013
Chase April 2009 - March 2011
Chase September 2005 - April 2009
Brevard County Board of County Commissioners February 2005 - September 2005
Brevard County Tax Collector April 2004 - February 2005
Thantex Specialties Inc. July 1999 - December 2003
Skills
•Microsoft Office..., •Proven Leadership..., •Extensive Accounting..., •Strong Research and..., •Motivated Team Player, •Detail-oriented and..., •Excellent Time..., •Impeccable..., •Ability to work under..., •Knowledge in the use..., •Typing Speed of 55+..., •Result-Oriented and..., •Proficient Computer...
Education
Keiser College
Diploma, Computer Management, Applications, and Systems, A
Kenisha Scarbrough Kenisha Scarbrough's Wingspan Portfolio Advisors Experience January 2012 - February 2013
Job OCC Audit Review/Mtg Svc Spc 2 at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America February 2013 - January 2015
Wingspan Portfolio Advisors January 2012 - February 2013
TXU Energy July 2009 - July 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking
Education
Le Cordon Bleu College of Culinary Arts-Dallas 2011 — 2015
Associate of Science (A.S.), Culinary Arts/Chef Training
Grambling State University 2003 — 2005
Crininal Justice / Communication
Bank of America January 2015 - Present
Bank of America February 2013 - January 2015
Wingspan Portfolio Advisors January 2012 - February 2013
TXU Energy July 2009 - July 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking
Education
Le Cordon Bleu College of Culinary Arts-Dallas 2011 — 2015
Associate of Science (A.S.), Culinary Arts/Chef Training
Grambling State University 2003 — 2005
Crininal Justice / Communication
Steven Fuelling Steven Fuelling's Wingspan Portfolio Advisors Experience August 2014 - Present
Job Customer Assistance Specialist at JP Morgan Chase
Industry Financial Services
Experience
Wingspan Portfolio Advisors August 2014 - Present
JP Morgan Chase January 2009 - August 2014
Percepta March 2006 - January 2009
Skills
Customer Service, Mortgage Servicing, Collections, Mortgage Underwriting, Staff Supervision, Report Writing, Quality Assurance, FDCPA Guidelines, Mortgage Modification
Education
Brevard Community College
Wingspan Portfolio Advisors August 2014 - Present
JP Morgan Chase January 2009 - August 2014
Percepta March 2006 - January 2009
Skills
Customer Service, Mortgage Servicing, Collections, Mortgage Underwriting, Staff Supervision, Report Writing, Quality Assurance, FDCPA Guidelines, Mortgage Modification
Education
Brevard Community College
Jeremy Payne Jeremy Payne's Wingspan Portfolio Advisors Experience September 2013 - April 2014
Job AVP, Legal & Compliance at ClearSpring Loan Services, Inc.
Industry Financial Services
Experience
ClearSpring Loan Services, Inc. September 2015 - Present
ClearSpring Loan Services, Inc. April 2015 - Present
ClearSpring Loan Services, Inc. May 2014 - April 2015
Wingspan Portfolio Advisors September 2013 - April 2014
Wingspan Portfolio Advisors April 2013 - September 2013
Veritas Wine and Bistro January 2012 - March 2013
Traditions Country Club August 2010 - January 2012
Hollytree Country Club August 2009 - July 2010
Skills
Multi Tasking, Building Relationships, Fast Learner, Fast Paced Environment, Food Service, Member Relations, Teamwork, Always On Time, Time Management, Customer Satisfaction, Critical Thinking, People Skills, Goal Oriented, Team-oriented, Leadership, Analytical Skills, Loans, Mortgage Lending, Sales, Social Media, PowerPoint, Microsoft Excel, Team Building, Public Speaking, Customer Service, Management, Microsoft Word, Microsoft Office
Education
Texas A&M University 2010 — 2012
Bachelor of Arts (B.A.), Communication
East Texas Baptist University 2008 — 2009
ClearSpring Loan Services, Inc. September 2015 - Present
ClearSpring Loan Services, Inc. April 2015 - Present
ClearSpring Loan Services, Inc. May 2014 - April 2015
Wingspan Portfolio Advisors September 2013 - April 2014
Wingspan Portfolio Advisors April 2013 - September 2013
Veritas Wine and Bistro January 2012 - March 2013
Traditions Country Club August 2010 - January 2012
Hollytree Country Club August 2009 - July 2010
Skills
Multi Tasking, Building Relationships, Fast Learner, Fast Paced Environment, Food Service, Member Relations, Teamwork, Always On Time, Time Management, Customer Satisfaction, Critical Thinking, People Skills, Goal Oriented, Team-oriented, Leadership, Analytical Skills, Loans, Mortgage Lending, Sales, Social Media, PowerPoint, Microsoft Excel, Team Building, Public Speaking, Customer Service, Management, Microsoft Word, Microsoft Office
Education
Texas A&M University 2010 — 2012
Bachelor of Arts (B.A.), Communication
East Texas Baptist University 2008 — 2009
Hiram Hurd Hiram Hurd's Wingspan Portfolio Advisors Experience May 2009 - January 2013
Job Recruiter at General Motors
Industry Information Technology and Services
Experience
General Motors September 2014 - Present
Diverse Edge, LLC. March 2014 - July 2014
DISYS January 2013 - January 2014
Wingspan Portfolio Advisors May 2009 - January 2013
Skills
Customer Satisfaction, Technical Recruiting, Process Improvement, Recruiting, Lotus Notes, Customer Service, Call Centers, Training, Microsoft Excel, Microsoft Office, Vendor Management, PeopleSoft, Banking, Access, Outlook, Applicant Tracking..., Customer Retention, Internet Recruiting, Staffing Services, Temporary Placement, Employee Relations, Benefits Negotiation, Screening Resumes, Human Resources, Talent Acquisition
Education
Collin County Community College
DeVry University-Texas
General Motors September 2014 - Present
Diverse Edge, LLC. March 2014 - July 2014
DISYS January 2013 - January 2014
Wingspan Portfolio Advisors May 2009 - January 2013
Skills
Customer Satisfaction, Technical Recruiting, Process Improvement, Recruiting, Lotus Notes, Customer Service, Call Centers, Training, Microsoft Excel, Microsoft Office, Vendor Management, PeopleSoft, Banking, Access, Outlook, Applicant Tracking..., Customer Retention, Internet Recruiting, Staffing Services, Temporary Placement, Employee Relations, Benefits Negotiation, Screening Resumes, Human Resources, Talent Acquisition
Education
Collin County Community College
DeVry University-Texas
Jennifer Trevino's Wingspan Portfolio Advisors Experience January 2012 - June 2014
Job Seeking new opportunity in DFW area
Industry Hospital & Health Care
Experience
CHRISTUS Health August 2015 - Present
Conifer Health Solutions June 2014 - August 2015
Wingspan Portfolio Advisors January 2012 - June 2014
The Children's Courtyard February 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Spreadsheets, 10 Key, Cashiering, Teamwork, AS400 system, Team Building, Coaching, Loans, Customer Service, Data Entry, Banking, Loan Servicing, Mortgage Servicing, Research, Financial Analysis, Training, Time Management, Analysis, Microsoft Office 2007, FHA, Portfolio Management, Mortgage Banking, Process Improvement
Education
Arlington Medical Institute 2009 — 2010
certificate, Medical/Clinical Assistant
Sam Houston high school 2002 — 2006
gruaduate, High School/Secondary Diplomas and Certificates
CHRISTUS Health August 2015 - Present
Conifer Health Solutions June 2014 - August 2015
Wingspan Portfolio Advisors January 2012 - June 2014
The Children's Courtyard February 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Spreadsheets, 10 Key, Cashiering, Teamwork, AS400 system, Team Building, Coaching, Loans, Customer Service, Data Entry, Banking, Loan Servicing, Mortgage Servicing, Research, Financial Analysis, Training, Time Management, Analysis, Microsoft Office 2007, FHA, Portfolio Management, Mortgage Banking, Process Improvement
Education
Arlington Medical Institute 2009 — 2010
certificate, Medical/Clinical Assistant
Sam Houston high school 2002 — 2006
gruaduate, High School/Secondary Diplomas and Certificates
Faith Donnelly Faith Donnelly's Wingspan Portfolio Advisors Experience February 2013 - April 2014
Job Project Management and Testing
Industry Information Technology and Services
Experience
JPMorgan Chase June 2011 - May 2015
Wingspan Portfolio Advisors February 2013 - April 2014
Independent Insurance Agent - Health, Life and Annuities May 2009 - June 2011
STOPS,Inc. July 2007 - May 2009
Resource Bank February 2007 - July 2007
Option One Mortgage June 2004 - February 2007
Citibank April 2001 - June 2004
Skills
Banking, Risk Management, Process Improvement, Financial Services, Customer Service, Credit, Loans, Business Analysis, Mortgage Lending, Mortgage Banking, QA and UAT Test..., Vendor Management, Call Centers, Relationship Management, Analysis, Leadership, Mortgage Servicing, Business Process..., Team Building
Education
University of North Florida - College of Business Administration 2001 — 2005
Business Administration and Management, General
Berea College 1994 — 1996
Psychology
Florida Institute of Technology
Computer and Information Systems Security/Information Assurance
JPMorgan Chase June 2011 - May 2015
Wingspan Portfolio Advisors February 2013 - April 2014
Independent Insurance Agent - Health, Life and Annuities May 2009 - June 2011
STOPS,Inc. July 2007 - May 2009
Resource Bank February 2007 - July 2007
Option One Mortgage June 2004 - February 2007
Citibank April 2001 - June 2004
Skills
Banking, Risk Management, Process Improvement, Financial Services, Customer Service, Credit, Loans, Business Analysis, Mortgage Lending, Mortgage Banking, QA and UAT Test..., Vendor Management, Call Centers, Relationship Management, Analysis, Leadership, Mortgage Servicing, Business Process..., Team Building
Education
University of North Florida - College of Business Administration 2001 — 2005
Business Administration and Management, General
Berea College 1994 — 1996
Psychology
Florida Institute of Technology
Computer and Information Systems Security/Information Assurance
Tommy Deffebaugh Tommy Deffebaugh's Wingspan Portfolio Advisors Experience October 2013 - January 2015
Job IHD Activation's Supervisor
Industry Telecommunications
Experience
Frontier Communications January 2015 - Present
Wingspan Portfolio Advisors October 2013 - January 2015
Contractor: Chase, Bank of America, Freddie Mac March 2011 - September 2013
Remote Mortgage - Contractor September 2007 - December 2010
Credit Solutions August 2004 - August 2007
Alliance Data September 1999 - April 2004
Skills
Management, Business Analysis, Sales Management, New Business Development, Team Management, Leadership Development, Credit Management, Sales, Salesforce.com, Strategic Leadership, Supervisory Skills, Project Management, Strategic Financial..., Strategic Planning, Credit Risk, Quality Control, Credit Analysis, Auditing, Mortgage Lending, Loans, Mortgage Underwriting, Mortgage Banking, Quality Assurance, Underwriting, FHA, Financial Audits, Qualitative Research, Leadership, Customer Service, Training, Process Improvement, Team Building, Analysis, Credit, Team Leadership, Access, Microsoft Office
Education
Collin County Community College
Business Administration and Management, General
Frontier Communications January 2015 - Present
Wingspan Portfolio Advisors October 2013 - January 2015
Contractor: Chase, Bank of America, Freddie Mac March 2011 - September 2013
Remote Mortgage - Contractor September 2007 - December 2010
Credit Solutions August 2004 - August 2007
Alliance Data September 1999 - April 2004
Skills
Management, Business Analysis, Sales Management, New Business Development, Team Management, Leadership Development, Credit Management, Sales, Salesforce.com, Strategic Leadership, Supervisory Skills, Project Management, Strategic Financial..., Strategic Planning, Credit Risk, Quality Control, Credit Analysis, Auditing, Mortgage Lending, Loans, Mortgage Underwriting, Mortgage Banking, Quality Assurance, Underwriting, FHA, Financial Audits, Qualitative Research, Leadership, Customer Service, Training, Process Improvement, Team Building, Analysis, Credit, Team Leadership, Access, Microsoft Office
Education
Collin County Community College
Business Administration and Management, General
Debra Dirden, Human Resources Manager,LPC-S's Wingspan Portfolio Advisors Experience October 2012 - Present
Job Seeking New Opportunities
Industry Human Resources
Experience
Wingspan Portfolio Advisors October 2012 - Present
FedEx Office March 2011 - October 2012
Stream Realty Partners February 2008 - October 2010
Coca-Cola Enterprises Inc. June 2006 - December 2008
RR Donnelly (formally Bowne Co., Inc.) 2006 - 2008
MetLife February 2003 - April 2004
Skills
Employee Benefits, Human Resources, FMLA, Training, HRIS, Benefits Administration, Employee Relations, Onboarding, PeopleSoft, Conflict Resolution, SAP, ADP HRB, Ultipro, Leave of Absence..., Succession Planning, Coaching, Management, New Hire Orientations, Policy
Education
Amberton University
BS, Human Relations
Amberton University
MA, Counseling
Wingspan Portfolio Advisors October 2012 - Present
FedEx Office March 2011 - October 2012
Stream Realty Partners February 2008 - October 2010
Coca-Cola Enterprises Inc. June 2006 - December 2008
RR Donnelly (formally Bowne Co., Inc.) 2006 - 2008
MetLife February 2003 - April 2004
Skills
Employee Benefits, Human Resources, FMLA, Training, HRIS, Benefits Administration, Employee Relations, Onboarding, PeopleSoft, Conflict Resolution, SAP, ADP HRB, Ultipro, Leave of Absence..., Succession Planning, Coaching, Management, New Hire Orientations, Policy
Education
Amberton University
BS, Human Relations
Amberton University
MA, Counseling
Dan De Boer Dan De Boer's Wingspan Portfolio Advisors Experience June 2013 - June 2015
Job Forensic Underwriter at Recovco Mortgage Management
Industry Financial Services
Experience
Recovco Mortgage Management July 2015 - Present
Wingspan Portfolio Advisors June 2013 - June 2015
JPMorgan Chase November 2012 - May 2013
JPMorgan Chase June 2011 - November 2012
JPMorgan Chase October 2008 - June 2011
Fifth Third Bank April 2007 - October 2008
Baker Book House July 2006 - April 2007
Baker Book House May 2005 - July 2006
Baker Book House August 2004 - April 2005
Baker Book House June 2004 - August 2004
Skills
Training, Supervisory Skills, Analytical Skills, Procedure Manuals, Customer Service, Motivation, Communication Skills, Banking, Leadership, Management, Credit, Mortgage Lending, Microsoft Office, Process Improvement, Risk Management, Loans, Financial Analysis, Finance, Coaching, Microsoft Excel, Time Management, Sales, Team Building, Mortgage Banking, Underwriting, Credit Analysis, FHA, Loss Mitigation, Financial Services
Education
Dordt College 2000 — 2004
Bachelor of Arts (B.A.), Business/Commerce, General
Recovco Mortgage Management July 2015 - Present
Wingspan Portfolio Advisors June 2013 - June 2015
JPMorgan Chase November 2012 - May 2013
JPMorgan Chase June 2011 - November 2012
JPMorgan Chase October 2008 - June 2011
Fifth Third Bank April 2007 - October 2008
Baker Book House July 2006 - April 2007
Baker Book House May 2005 - July 2006
Baker Book House August 2004 - April 2005
Baker Book House June 2004 - August 2004
Skills
Training, Supervisory Skills, Analytical Skills, Procedure Manuals, Customer Service, Motivation, Communication Skills, Banking, Leadership, Management, Credit, Mortgage Lending, Microsoft Office, Process Improvement, Risk Management, Loans, Financial Analysis, Finance, Coaching, Microsoft Excel, Time Management, Sales, Team Building, Mortgage Banking, Underwriting, Credit Analysis, FHA, Loss Mitigation, Financial Services
Education
Dordt College 2000 — 2004
Bachelor of Arts (B.A.), Business/Commerce, General
Gwynne Molina Gwynne Molina's Wingspan Portfolio Advisors Experience August 2013 - September 2013
Job Paralegal / Foreclosure Specialist / Due Diligence and Process Analyst
Industry Legal Services
Experience
RGIS February 2014 - Present
Wingspan Portfolio Advisors August 2013 - September 2013
Clayton June 2012 - July 2013
Allonhill October 2011 - May 2012
Castle Meinhold & Stawiarski, LLC April 1998 - June 2011
Specialized Inc. 1989 - 1990
Skills
Mortgage Lending, Loans, Mortgage Banking, Foreclosures, Legal Documents, Document Drafting, Invoicing, Default, PACER, Lenstar, E-file, Document Review, Customer Service, Compliance, Microsoft Excel, 10 Key, Microsoft Office, Typing, Office Administration, Proofreading, Due Diligence, Foreclosure Review, NewTrak, Vendorscape, Notary Public, Loan Servicing
Education
FHA Online University 2013 — 2013
Certificate, Underwriting
Community College of Aurora 2006 — 2010
Associates of Applied Science, Management with Paralegal emphasis
RGIS February 2014 - Present
Wingspan Portfolio Advisors August 2013 - September 2013
Clayton June 2012 - July 2013
Allonhill October 2011 - May 2012
Castle Meinhold & Stawiarski, LLC April 1998 - June 2011
Specialized Inc. 1989 - 1990
Skills
Mortgage Lending, Loans, Mortgage Banking, Foreclosures, Legal Documents, Document Drafting, Invoicing, Default, PACER, Lenstar, E-file, Document Review, Customer Service, Compliance, Microsoft Excel, 10 Key, Microsoft Office, Typing, Office Administration, Proofreading, Due Diligence, Foreclosure Review, NewTrak, Vendorscape, Notary Public, Loan Servicing
Education
FHA Online University 2013 — 2013
Certificate, Underwriting
Community College of Aurora 2006 — 2010
Associates of Applied Science, Management with Paralegal emphasis
Angelic Lopez's Wingspan Portfolio Advisors Experience February 2012 - April 2014
Job Marketing Student at University of Texas at Dallas
Industry Marketing and Advertising
Experience
Wingspan Portfolio Advisors February 2012 - April 2014
Skills
Corporate Events, Meeting Planning, Product Marketing, Marketing, Temporary Staffing, Customer Service, Brand Management, Microsoft Excel, PowerPoint, POS Solutions, Fashion Buying, Salesforce.com, Sales, Event Planning, Event Management, Staffing Coordination, Project Coordination, Public Speaking, Management, Leadership, Social Media
Education
The University of Texas at Dallas 2014 — 2016
Bachelor of Science (B.S.), Markiting, Junior
Collin County Community College 2009 — 2011
Associates of Arts, Business
Wingspan Portfolio Advisors February 2012 - April 2014
Skills
Corporate Events, Meeting Planning, Product Marketing, Marketing, Temporary Staffing, Customer Service, Brand Management, Microsoft Excel, PowerPoint, POS Solutions, Fashion Buying, Salesforce.com, Sales, Event Planning, Event Management, Staffing Coordination, Project Coordination, Public Speaking, Management, Leadership, Social Media
Education
The University of Texas at Dallas 2014 — 2016
Bachelor of Science (B.S.), Markiting, Junior
Collin County Community College 2009 — 2011
Associates of Arts, Business
Kristin Reeder's Wingspan Portfolio Advisors Experience 2013 - 2014
Job Corporate Receptionist at PrimeLending
Industry Financial Services
Experience
PrimeLending September 2014 - Present
Primelending May 2014 - September 2014
Wingspan Portfolio Advisors 2013 - 2014
General Information Services May 2010 - July 2013
Skills
Dispute Resolution, 10 Key Touch, Microsoft Office, Microsoft Word, Quick Thinker, Communication Skills, Background Checks, Multi-line Phone, Customer Service
Education
The Colony High School 2000 — 2004
High School Diploma, General Education
Collin County Community College
Business/Commerce, General
PrimeLending September 2014 - Present
Primelending May 2014 - September 2014
Wingspan Portfolio Advisors 2013 - 2014
General Information Services May 2010 - July 2013
Skills
Dispute Resolution, 10 Key Touch, Microsoft Office, Microsoft Word, Quick Thinker, Communication Skills, Background Checks, Multi-line Phone, Customer Service
Education
The Colony High School 2000 — 2004
High School Diploma, General Education
Collin County Community College
Business/Commerce, General
Doug Riggs Doug Riggs's Wingspan Portfolio Advisors Experience May 2013 - January 2014
Job Executive coach, developer of leaders, learning and development, vision and purpose.
Industry Professional Training & Coaching
Experience
The Journey 2007 - Present
Wingspan Portfolio Advisors May 2013 - January 2014
SkillPath Seminars 2010 - May 2013
Woodland Heights Baptist Church 1995 - 2007
First Baptist Church 1983 - 1995
Skills
Leadership Trainer, Skillpath Seminars, Communication Skills, Strategic Thinking, Team Building, Pastor, Social Media Marketing, Executive Coaching, Personal Development, Leadership Development, Interviews, Motivational Speaking, Training, Training Delivery, Employee Training, Coaching, Organizational..., Workshop Facilitation, Public Speaking, Social Networking, Instructional Design, Leadership, Management, Communication
Education
Southwestern Baptist Theological Seminary 1985 — 1991
Doctor of Philosophy (Ph.D.), New Testament, Preaching
Southwestern Baptist Theological Seminary 1981 — 1985
Master of Divinity (M.Div.), Theology/Theological Studies, 3.95
Hardin-Simmons University 1977 — 1981
Bachelor of Arts (BA), Religion/Religious Studies, 3.8
Perryton High School
The Journey 2007 - Present
Wingspan Portfolio Advisors May 2013 - January 2014
SkillPath Seminars 2010 - May 2013
Woodland Heights Baptist Church 1995 - 2007
First Baptist Church 1983 - 1995
Skills
Leadership Trainer, Skillpath Seminars, Communication Skills, Strategic Thinking, Team Building, Pastor, Social Media Marketing, Executive Coaching, Personal Development, Leadership Development, Interviews, Motivational Speaking, Training, Training Delivery, Employee Training, Coaching, Organizational..., Workshop Facilitation, Public Speaking, Social Networking, Instructional Design, Leadership, Management, Communication
Education
Southwestern Baptist Theological Seminary 1985 — 1991
Doctor of Philosophy (Ph.D.), New Testament, Preaching
Southwestern Baptist Theological Seminary 1981 — 1985
Master of Divinity (M.Div.), Theology/Theological Studies, 3.95
Hardin-Simmons University 1977 — 1981
Bachelor of Arts (BA), Religion/Religious Studies, 3.8
Perryton High School
Mary DeRemer Mary DeRemer's Wingspan Portfolio Advisors Experience January 2012 - April 2014
Job Customer/Technical support professional Always going above and beyond!
Industry Information Technology and Services
Experience
Fujitsu September 2014 - Present
Wingspan Portfolio Advisors January 2012 - April 2014
Volt Technical Services November 2008 - January 2010
Trio Salon/Steffleft Productions May 2008 - November 2008
Crosscheck February 2008 - June 2008
Credit Answers May 2007 - January 2008
Homecomings Financial November 2006 - May 2007
Rio Bravo December 2000 - October 2003
Skills
Training, Management, Call Centers, Team Building, Customer Service, Coaching, Employee Relations, Time Management, Process Scheduler, Customer Satisfaction, Process Improvement, Access, Microsoft Office, Team Leadership, Recruiting, Human Resources, Event Planning, Sales, Operations Management, Call Center, Cold Calling, Data Entry, Performance Management, Vendor Management, Networking, Strategic Planning, Change Management, Microsoft Word, Troubleshooting, Microsoft Excel, System Administration, Account Management, Project Management, Mortgage Lending, Leadership, Software Documentation, Training Delivery, Mortgage Servicing, Curriculum Development, Multitasking Skills, Positive Can-do Attitude, Reports, MS Excel Pivot Tables, Excel Dashboards, Rewards Programs, Internal Audit, Employee Training, Program Launch, Motivated self-starter
Education
Baker College of Auburn Hills 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration/Mananagement
Fujitsu September 2014 - Present
Wingspan Portfolio Advisors January 2012 - April 2014
Volt Technical Services November 2008 - January 2010
Trio Salon/Steffleft Productions May 2008 - November 2008
Crosscheck February 2008 - June 2008
Credit Answers May 2007 - January 2008
Homecomings Financial November 2006 - May 2007
Rio Bravo December 2000 - October 2003
Skills
Training, Management, Call Centers, Team Building, Customer Service, Coaching, Employee Relations, Time Management, Process Scheduler, Customer Satisfaction, Process Improvement, Access, Microsoft Office, Team Leadership, Recruiting, Human Resources, Event Planning, Sales, Operations Management, Call Center, Cold Calling, Data Entry, Performance Management, Vendor Management, Networking, Strategic Planning, Change Management, Microsoft Word, Troubleshooting, Microsoft Excel, System Administration, Account Management, Project Management, Mortgage Lending, Leadership, Software Documentation, Training Delivery, Mortgage Servicing, Curriculum Development, Multitasking Skills, Positive Can-do Attitude, Reports, MS Excel Pivot Tables, Excel Dashboards, Rewards Programs, Internal Audit, Employee Training, Program Launch, Motivated self-starter
Education
Baker College of Auburn Hills 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration/Mananagement
Marcel Counts's Wingspan Portfolio Advisors Experience January 2011 - Present
Job Mortgage Document Custody Supervisor at Bank of New York Mellon
Industry Real Estate
Experience
Bank of New York Mellon April 2014 - Present
Wingspan Portfolio Advisors January 2011 - Present
T-System July 2000 - June 2010
T-System July 2000 - June 2010
Health Receivables Inc. (HRI) March 1993 - July 2000
Skills
Medical Coding, Healthcare, Medical Records, Microsoft Office, Software Documentation, HL7, CPT, Coaching, Hospitals, Healthcare Management, Epic Systems, Research, ICD-9, Meditech, 10 Key, CPOE, Healthcare Information..., Healthcare Industry, Revenue Cycle, EHR, Time Management, Invoicing, HIPAA, EMR, Team Building, Microsoft Excel, Healthcare Consulting, Insurance, Call Centers, Process Improvement, PeopleSoft, Leadership, Microsoft Word, Spreadsheets, CRM, Training, Access, Visio, Outlook, Medicare, Informatics, Physicians, Benefits Administration, Lotus Notes, Employee Benefits
Education
Brookhaven Community College 2009 — 2010
Medical Coding
Northlake Community College 2007 — 2008
Real Estate
DeVry Institute of Technoloby 1988 — 1991
BA, Business Administration
United States Navy 1985 — 1988
Tellecommunication
Bank of New York Mellon April 2014 - Present
Wingspan Portfolio Advisors January 2011 - Present
T-System July 2000 - June 2010
T-System July 2000 - June 2010
Health Receivables Inc. (HRI) March 1993 - July 2000
Skills
Medical Coding, Healthcare, Medical Records, Microsoft Office, Software Documentation, HL7, CPT, Coaching, Hospitals, Healthcare Management, Epic Systems, Research, ICD-9, Meditech, 10 Key, CPOE, Healthcare Information..., Healthcare Industry, Revenue Cycle, EHR, Time Management, Invoicing, HIPAA, EMR, Team Building, Microsoft Excel, Healthcare Consulting, Insurance, Call Centers, Process Improvement, PeopleSoft, Leadership, Microsoft Word, Spreadsheets, CRM, Training, Access, Visio, Outlook, Medicare, Informatics, Physicians, Benefits Administration, Lotus Notes, Employee Benefits
Education
Brookhaven Community College 2009 — 2010
Medical Coding
Northlake Community College 2007 — 2008
Real Estate
DeVry Institute of Technoloby 1988 — 1991
BA, Business Administration
United States Navy 1985 — 1988
Tellecommunication
Cara Hardy, MBA's Wingspan Portfolio Advisors Experience October 2013 - July 2014
Job Mortgage Litigation
Industry Financial Services
Experience
Statebridge Company March 2015 - Present
Wingspan Portfolio Advisors October 2013 - July 2014
SLS April 2013 - October 2013
Bank of America June 2011 - April 2013
Brian J. Dunn, APLC June 2010 - April 2011
Quality Loan Service Corporation August 2009 - June 2010
Hoglund, Chwialkowski & Mrozik PLLC September 2008 - August 2009
Skills
Research, Policy Analysis, Microsoft Office, Public Speaking, Social Media, Policy, Microsoft Excel, Editing, PowerPoint, Strategic Planning, Event Planning, Microsoft Word, Project Management, Data Analysis, Loans, Courts, Legal Research, Management, Analysis, Mortgage Lending, Legal Writing, Westlaw, Corporate Law, Mortgage Servicing, Litigation, Bankruptcy, Mediation, Document Review, Asset-backed..., Due Diligence, Foreclosures, Depositions, Jury Trials, Trials, Default, Loan Servicing, Legal Issues, Pleadings, Arbitration
Education
Chapman University 2010 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.8
Hamline University 2007 — 2009
ABA Paralegal Certificate 2009, Law
Hamline University 2005 — 2009
Bachelor's degree, Legal Studies, General, 3.67
Statebridge Company March 2015 - Present
Wingspan Portfolio Advisors October 2013 - July 2014
SLS April 2013 - October 2013
Bank of America June 2011 - April 2013
Brian J. Dunn, APLC June 2010 - April 2011
Quality Loan Service Corporation August 2009 - June 2010
Hoglund, Chwialkowski & Mrozik PLLC September 2008 - August 2009
Skills
Research, Policy Analysis, Microsoft Office, Public Speaking, Social Media, Policy, Microsoft Excel, Editing, PowerPoint, Strategic Planning, Event Planning, Microsoft Word, Project Management, Data Analysis, Loans, Courts, Legal Research, Management, Analysis, Mortgage Lending, Legal Writing, Westlaw, Corporate Law, Mortgage Servicing, Litigation, Bankruptcy, Mediation, Document Review, Asset-backed..., Due Diligence, Foreclosures, Depositions, Jury Trials, Trials, Default, Loan Servicing, Legal Issues, Pleadings, Arbitration
Education
Chapman University 2010 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.8
Hamline University 2007 — 2009
ABA Paralegal Certificate 2009, Law
Hamline University 2005 — 2009
Bachelor's degree, Legal Studies, General, 3.67
Don Martling Don Martling's Wingspan Portfolio Advisors Experience February 2013 - Present
Job HL LM Underwriter Jr. at Wingspan Portfolio Advisors
Industry Real Estate
Experience
Wingspan Portfolio Advisors February 2013 - Present
Skills
Banking, Risk Management, Credit, Customer Service, Microsoft Office, Process Improvement, Leadership, Mortgage Banking, Mortgage Lending, Microsoft Excel, FHA, Loan Origination, Residential Mortgages, Portfolio Management, Insurance, Strategic Financial..., Financial Analysis, Investments, Financial Services, Finance, Loans, Complaint Investigations, Mortgage Underwriting, Management, Dispute Resolution, Underwriting
Education
Columbia International University 1994 — 1998
Master's Degree, Church Planting and Leadership Development
University of Central Florida - College of Business Administration 1985 — 1986
Bachelor's Degree, Business Administration, Personnel Management
Brevard Community College 1980 — 1982
Associate's Degree, Business Administration and Management, General
Wingspan Portfolio Advisors February 2013 - Present
Skills
Banking, Risk Management, Credit, Customer Service, Microsoft Office, Process Improvement, Leadership, Mortgage Banking, Mortgage Lending, Microsoft Excel, FHA, Loan Origination, Residential Mortgages, Portfolio Management, Insurance, Strategic Financial..., Financial Analysis, Investments, Financial Services, Finance, Loans, Complaint Investigations, Mortgage Underwriting, Management, Dispute Resolution, Underwriting
Education
Columbia International University 1994 — 1998
Master's Degree, Church Planting and Leadership Development
University of Central Florida - College of Business Administration 1985 — 1986
Bachelor's Degree, Business Administration, Personnel Management
Brevard Community College 1980 — 1982
Associate's Degree, Business Administration and Management, General
Scott Forst Scott Forst's Wingspan Portfolio Advisors Experience July 2010 - December 2011
Job EVP Compliance and Loan Servicing at Aspire Financial, Expert Witness Mortgage Banking
Industry Financial Services
Experience
Aspire Financial January 2013 - Present
Bank of America January 2012 - January 2013
Wingspan Portfolio Advisors July 2010 - December 2011
Bayview Financial January 2010 - July 2010
FannieMae March 2009 - January 2010
Bridgefield Mortgage at Citadel Investment Group January 2008 - January 2009
NovaStar Mortgage October 2001 - January 2008
NovaStar Mortgage January 2001 - September 2001
Ocwen Financial Corporation September 1996 - December 2000
Skills
Loss Mitigation, Loan Servicing, Bankruptcy, Default Mortgage..., REO, Foreclosures, Servicing, Default, Portfolio Management, Short Sales, Mortgage Servicing, Risk Management, Mortgage, Loans, Asset, Residential, Negotiation, Asset Management, Operations Management, Strategic Planning, Process Improvement, Mortgage Lending, Banking, Mortgage Banking, Investment Properties, Real Estate, Residential Homes, Valuation, Loan Origination, Appraisals, Financial Risk, Residential Mortgages, Investors, Executive Management, Investments, Underwriting, Leadership, Training, Credit Risk, Management, Finance, Sales
Education
Nova Southeastern University 1993 — 1995
MBA, Business
Florida Atlantic University 1982 — 1984
BBA, Business
Aspire Financial January 2013 - Present
Bank of America January 2012 - January 2013
Wingspan Portfolio Advisors July 2010 - December 2011
Bayview Financial January 2010 - July 2010
FannieMae March 2009 - January 2010
Bridgefield Mortgage at Citadel Investment Group January 2008 - January 2009
NovaStar Mortgage October 2001 - January 2008
NovaStar Mortgage January 2001 - September 2001
Ocwen Financial Corporation September 1996 - December 2000
Skills
Loss Mitigation, Loan Servicing, Bankruptcy, Default Mortgage..., REO, Foreclosures, Servicing, Default, Portfolio Management, Short Sales, Mortgage Servicing, Risk Management, Mortgage, Loans, Asset, Residential, Negotiation, Asset Management, Operations Management, Strategic Planning, Process Improvement, Mortgage Lending, Banking, Mortgage Banking, Investment Properties, Real Estate, Residential Homes, Valuation, Loan Origination, Appraisals, Financial Risk, Residential Mortgages, Investors, Executive Management, Investments, Underwriting, Leadership, Training, Credit Risk, Management, Finance, Sales
Education
Nova Southeastern University 1993 — 1995
MBA, Business
Florida Atlantic University 1982 — 1984
BBA, Business
Jason Chesser Jason Chesser's Wingspan Portfolio Advisors Experience February 2013 - June 2015
Job Sr. Mortgage Underwriter
Industry Financial Services
Experience
Clayton July 2015 - Present
Wingspan Portfolio Advisors February 2013 - June 2015
JPMorgan Chase & Co. September 2008 - February 2013
Washington Mutual Home Loans May 2008 - September 2008
Friendly's Ice Cream, LLC September 2002 - September 2007
Skills
Mortgage Underwriting, Microsoft Excel, Microsoft Word, Training, Coaching, Team Leadership
Education
University of Central Florida 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General, 3.746 GPA
Eastern Florida State College 1997 — 1999
Associate’s Degree, Business Administration and Management, General, 3.951 GPA
Clayton July 2015 - Present
Wingspan Portfolio Advisors February 2013 - June 2015
JPMorgan Chase & Co. September 2008 - February 2013
Washington Mutual Home Loans May 2008 - September 2008
Friendly's Ice Cream, LLC September 2002 - September 2007
Skills
Mortgage Underwriting, Microsoft Excel, Microsoft Word, Training, Coaching, Team Leadership
Education
University of Central Florida 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General, 3.746 GPA
Eastern Florida State College 1997 — 1999
Associate’s Degree, Business Administration and Management, General, 3.951 GPA
Teresa Walton's Wingspan Portfolio Advisors Experience February 2012 - September 2014
Job Talent Acquisitions & Planning
Industry Financial Services
Experience
Nationstar Mortgage October 2014 - Present
Wingspan Portfolio Advisors February 2012 - September 2014
Adecco Staffing, USA March 2008 - February 2012
Venturi Staffing Partners April 2006 - March 2008
Resource Staffing 2002 - 2004
Skills
Technical Recruiting, Contract Recruitment, Onboarding, Recruiting, Interviews, Talent Management, New Hire Orientations, Hiring, Applicant Tracking..., Human Resources, Employee Relations, Talent Acquisition, College Recruiting, Benefits Negotiation, Internet Recruiting, Staffing Services, HRIS, Employee Benefits, Temporary Placement, Screening, Sourcing, Vendor Management, Performance Management, PeopleSoft, Payroll, Training
Education
Jackson State University
BA, Political Science
Nationstar Mortgage October 2014 - Present
Wingspan Portfolio Advisors February 2012 - September 2014
Adecco Staffing, USA March 2008 - February 2012
Venturi Staffing Partners April 2006 - March 2008
Resource Staffing 2002 - 2004
Skills
Technical Recruiting, Contract Recruitment, Onboarding, Recruiting, Interviews, Talent Management, New Hire Orientations, Hiring, Applicant Tracking..., Human Resources, Employee Relations, Talent Acquisition, College Recruiting, Benefits Negotiation, Internet Recruiting, Staffing Services, HRIS, Employee Benefits, Temporary Placement, Screening, Sourcing, Vendor Management, Performance Management, PeopleSoft, Payroll, Training
Education
Jackson State University
BA, Political Science
Anthony Greer (agreer73@gmail.com)'s Wingspan Portfolio Advisors Experience July 2012 - September 2013
Job North America Professional Services Manager at Presence Technology
Industry Telecommunications
Experience
Presence Technology August 2013 - Present
A. L. Greer Foundation December 2009 - Present
Greer Media Group, LLC July 2003 - Present
Aspiring Arts Publishing April 2002 - Present
Wingspan Portfolio Advisors July 2012 - September 2013
SWBC June 2011 - 2012
Monitronics International May 2008 - June 2010
Monitronics 2008 - June 2010
GMAC ResCap January 2008 - April 2008
Saxon Mortgage Services Inc August 2004 - 2007
Skills
Vendor Management, Visio, Project Management, Strategic Planning, Process Improvement, Telecommunications, Risk Management, Disaster Recovery, Troubleshooting, System Administration, Call Centers, Leadership, ITIL, Data Center, Avaya, IVR, Training, Networking, Change Management, Cisco Technologies, Servers, Management, Security, Technical Support, Integration, Avaya Technologies
Education
Tarrant County College 2007 — 2008
AS, Small Business Management
Indiana Institute of Technology 1991 — 1992
Bogan
Presence Technology August 2013 - Present
A. L. Greer Foundation December 2009 - Present
Greer Media Group, LLC July 2003 - Present
Aspiring Arts Publishing April 2002 - Present
Wingspan Portfolio Advisors July 2012 - September 2013
SWBC June 2011 - 2012
Monitronics International May 2008 - June 2010
Monitronics 2008 - June 2010
GMAC ResCap January 2008 - April 2008
Saxon Mortgage Services Inc August 2004 - 2007
Skills
Vendor Management, Visio, Project Management, Strategic Planning, Process Improvement, Telecommunications, Risk Management, Disaster Recovery, Troubleshooting, System Administration, Call Centers, Leadership, ITIL, Data Center, Avaya, IVR, Training, Networking, Change Management, Cisco Technologies, Servers, Management, Security, Technical Support, Integration, Avaya Technologies
Education
Tarrant County College 2007 — 2008
AS, Small Business Management
Indiana Institute of Technology 1991 — 1992
Bogan
Ken Yarbery's Wingspan Portfolio Advisors Experience January 2010 - January 2013
Job Customer Service Professional
Industry Computer Software
Experience
Wingspan Portfolio Advisors January 2010 - January 2013
GE Capital January 2008 - January 2010
Trinity Stairs January 2006 - January 2008
McAfee Inc January 1998 - January 2002
Skills
Process Scheduler, Contract Management
Education
Collin County Community College
Business
Wingspan Portfolio Advisors January 2010 - January 2013
GE Capital January 2008 - January 2010
Trinity Stairs January 2006 - January 2008
McAfee Inc January 1998 - January 2002
Skills
Process Scheduler, Contract Management
Education
Collin County Community College
Business
Michael Tano, CMB, CRO, AMP, CRU's Wingspan Portfolio Advisors Experience December 2012 - July 2013
Job Manager, Production Operations at Pacific Union Financial, LLC
Industry Financial Services
Experience
Pacific Union Financial, LLC September 2015 - Present
NewOak Capital January 2014 - September 2015
Wells Fargo Home Mortgage August 2013 - December 2013
Wingspan Portfolio Advisors December 2012 - July 2013
Bank of America July 2011 - December 2012
AllRegs January 2007 - December 2011
Bank of America August 2010 - July 2011
Bank of America April 2009 - August 2010
Beach Community Mortgage November 2005 - March 2009
Weichert Financial Services April 2005 - November 2005
Skills
Credit, FHA, Mortgage Lending, Loans, VA, Residential, Underwriting, Customer Satisfaction, Compliance, Sales Management, Customer Relations, Risk Management, Process Improvement, Strategic Planning, New Business Development, Team Building, Team Leadership, Operations Management, Public Speaking, Consultative Selling, Retail, PowerPoint, Problem Solving, Business Strategy, First Time Home Buyers, Mortgage Banking, Word, Change Management, Microsoft Office, Analysis, Marketing Strategy, Outlook, Selling, Coaching, Excel, Mortgage, Customer Service, Loan Origination, Management, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Sales, Training, Leadership, Refinance
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Sustainability, 3.88
Florida State University 1993 — 1997
B.S., Sociology/Business
Northwest Florida State College 1991 — 1993
A.A., Business
Fort Walton Beach High School 1989 — 1991
Pacific Union Financial, LLC September 2015 - Present
NewOak Capital January 2014 - September 2015
Wells Fargo Home Mortgage August 2013 - December 2013
Wingspan Portfolio Advisors December 2012 - July 2013
Bank of America July 2011 - December 2012
AllRegs January 2007 - December 2011
Bank of America August 2010 - July 2011
Bank of America April 2009 - August 2010
Beach Community Mortgage November 2005 - March 2009
Weichert Financial Services April 2005 - November 2005
Skills
Credit, FHA, Mortgage Lending, Loans, VA, Residential, Underwriting, Customer Satisfaction, Compliance, Sales Management, Customer Relations, Risk Management, Process Improvement, Strategic Planning, New Business Development, Team Building, Team Leadership, Operations Management, Public Speaking, Consultative Selling, Retail, PowerPoint, Problem Solving, Business Strategy, First Time Home Buyers, Mortgage Banking, Word, Change Management, Microsoft Office, Analysis, Marketing Strategy, Outlook, Selling, Coaching, Excel, Mortgage, Customer Service, Loan Origination, Management, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Sales, Training, Leadership, Refinance
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Sustainability, 3.88
Florida State University 1993 — 1997
B.S., Sociology/Business
Northwest Florida State College 1991 — 1993
A.A., Business
Fort Walton Beach High School 1989 — 1991
Marques Roberson's Wingspan Portfolio Advisors Experience February 2012 - September 2012
Job Owner/Operator at M&M Mobile Automotive Service
Industry Automotive
Experience
BMW of Dallas March 2013 - Present
JACK WILSON BUICK/GMC January 2010 - Present
M&M Mobile Automotive Service September 2009 - Present
Wingspan Portfolio Advisors February 2012 - September 2012
Management February 2012 - September 2012
GRANDMAS AUTO REPAIR January 2011 - January 2012
THRIFTY CAR SALES January 2010 - January 2011
BIG TEX FORD September 2009 - February 2010
BIG TEX FORD January 2009 - January 2010
Terminix June 2008 - October 2009
Skills
Automobile, Customer Service, Inventory Management, Management, Parts, Sales, Vehicles, Customer Satisfaction, Sales Management, Profit, Automotive, Customer Retention, Purchasing, Automotive Aftermarket, Team Building, Operations Management, Inventory Control, Training, Process Improvement, Retail, Warranty
Education
Lincoln College of Technology-Grand Prairie 2008 — 2010
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
North Central Texas College 2001 — 2003
Associate's degree, General Studies
The Colony High School
Lincoln College of Technology
Associates Degree of Applied Science
BMW of Dallas March 2013 - Present
JACK WILSON BUICK/GMC January 2010 - Present
M&M Mobile Automotive Service September 2009 - Present
Wingspan Portfolio Advisors February 2012 - September 2012
Management February 2012 - September 2012
GRANDMAS AUTO REPAIR January 2011 - January 2012
THRIFTY CAR SALES January 2010 - January 2011
BIG TEX FORD September 2009 - February 2010
BIG TEX FORD January 2009 - January 2010
Terminix June 2008 - October 2009
Skills
Automobile, Customer Service, Inventory Management, Management, Parts, Sales, Vehicles, Customer Satisfaction, Sales Management, Profit, Automotive, Customer Retention, Purchasing, Automotive Aftermarket, Team Building, Operations Management, Inventory Control, Training, Process Improvement, Retail, Warranty
Education
Lincoln College of Technology-Grand Prairie 2008 — 2010
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
North Central Texas College 2001 — 2003
Associate's degree, General Studies
The Colony High School
Lincoln College of Technology
Associates Degree of Applied Science
Amy Parrish's Wingspan Portfolio Advisors Experience May 2012 - September 2014
Job Compliance Manager
Industry Financial Services
Experience
Gateway Mortgage Group, LLC January 2015 - Present
SVS Group October 2014 - January 2015
Wingspan Portfolio Advisors May 2012 - September 2014
Bank of America September 2004 - April 2012
WR Starkey Mortgage December 2003 - September 2004
Access Mortgage and Financial September 2003 - December 2003
ATI Title July 2002 - September 2003
Countrywide Home Loans October 2000 - July 2002
B&P Mortgage, Inc. September 1998 - October 2000
Davenport College AACE 1995 - 1998
Skills
Mortgage Lending, Credit Analysis, Finance, Banking, Refinance, Loans, Credit, Commercial Lending, Underwriting, Financial Analysis, Leadership, Analysis, Project Management, Six Sigma, Process Improvement, Mortgage Banking, Business Analysis, Loan Origination, Customer Service, Microsoft Office, SharePoint, Microsoft Excel
Education
Davenport University 1995 — 2000
BAS, Business Management
Kenowa Hills High School
Gateway Mortgage Group, LLC January 2015 - Present
SVS Group October 2014 - January 2015
Wingspan Portfolio Advisors May 2012 - September 2014
Bank of America September 2004 - April 2012
WR Starkey Mortgage December 2003 - September 2004
Access Mortgage and Financial September 2003 - December 2003
ATI Title July 2002 - September 2003
Countrywide Home Loans October 2000 - July 2002
B&P Mortgage, Inc. September 1998 - October 2000
Davenport College AACE 1995 - 1998
Skills
Mortgage Lending, Credit Analysis, Finance, Banking, Refinance, Loans, Credit, Commercial Lending, Underwriting, Financial Analysis, Leadership, Analysis, Project Management, Six Sigma, Process Improvement, Mortgage Banking, Business Analysis, Loan Origination, Customer Service, Microsoft Office, SharePoint, Microsoft Excel
Education
Davenport University 1995 — 2000
BAS, Business Management
Kenowa Hills High School
Erin Goldbaum's Wingspan Portfolio Advisors Experience June 2014 - January 2015
Job Paralegal/Real Estate Title/Valuation
Industry Legal Services
Experience
Paramount Title Agency January 2015 - Present
Wingspan Portfolio Advisors June 2014 - January 2015
YES! Communities March 2013 - June 2014
Asset Management Real Estate Solutions, LLC December 2012 - February 2013
Integrated Asset Services March 2006 - August 2012
Skills
Paralegals, REO, Foreclosures, Real Estate, Title Insurance, Immigration Law, Immigration Issues, Westlaw, Civil Litigation, Constitutional Law, Torts, Property Law, Notary Public, Multi Tasking, Time Management, Efficiency, Typing, BPO, Valuation, Appraisals, Property, Banking, First Time Home Buyers
Education
University of Denver 2014 — 2015
Law and Society, Law, 3.9
Arapahoe Community College 2012 — 2013
Paralegal Studies, Law, 3.75
Paramount Title Agency January 2015 - Present
Wingspan Portfolio Advisors June 2014 - January 2015
YES! Communities March 2013 - June 2014
Asset Management Real Estate Solutions, LLC December 2012 - February 2013
Integrated Asset Services March 2006 - August 2012
Skills
Paralegals, REO, Foreclosures, Real Estate, Title Insurance, Immigration Law, Immigration Issues, Westlaw, Civil Litigation, Constitutional Law, Torts, Property Law, Notary Public, Multi Tasking, Time Management, Efficiency, Typing, BPO, Valuation, Appraisals, Property, Banking, First Time Home Buyers
Education
University of Denver 2014 — 2015
Law and Society, Law, 3.9
Arapahoe Community College 2012 — 2013
Paralegal Studies, Law, 3.75
Derek Holmes's Wingspan Portfolio Advisors Experience October 2010 - February 2011
Job Account Manager, Institutional Servicing at KeyBank Real Estate Capital
Industry Financial Services
Experience
Key Bank Real Estate Capital 2011 - Present
Wingspan Portfolio Advisors October 2010 - February 2011
Bridgefield Mortgage Corporation July 2009 - August 2010
Freightquote.com January 2008 - May 2009
NovaStar Mortgage 2007 - 2008
Finance America 2001 - 2006
Wachovia Bank 1998 - 2000
Sungard Corbel 1986 - 1998
Skills
Sales, Marketing, CRM, Leadership, Management, Loans, Mortgage Lending, Finance, Investments, New Business Development, Negotiation, Analysis, Solution Selling, Customer Service, Underwriting, Loan Servicing, Financial Services, FHA, Banking, Credit, Loss Mitigation
Education
Belmont Abbey College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management, General
Key Bank Real Estate Capital 2011 - Present
Wingspan Portfolio Advisors October 2010 - February 2011
Bridgefield Mortgage Corporation July 2009 - August 2010
Freightquote.com January 2008 - May 2009
NovaStar Mortgage 2007 - 2008
Finance America 2001 - 2006
Wachovia Bank 1998 - 2000
Sungard Corbel 1986 - 1998
Skills
Sales, Marketing, CRM, Leadership, Management, Loans, Mortgage Lending, Finance, Investments, New Business Development, Negotiation, Analysis, Solution Selling, Customer Service, Underwriting, Loan Servicing, Financial Services, FHA, Banking, Credit, Loss Mitigation
Education
Belmont Abbey College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management, General
Rick W Pearce's Wingspan Portfolio Advisors Experience July 2009 - November 2011
Job Consultant at Computer Sciences Corp.
Industry Banking
Experience
Computer Sciences Corporation August 2015 - Present
Unified Matrix, LLC July 2015 - Present
JPMorgan Chase October 2013 - April 2015
Allsec Technologies Limited (Formerly Retreat Capital) April 2012 - July 2013
Coast Capital Investment Advisors January 2012 - March 2012
Wingspan Portfolio Advisors July 2009 - November 2011
Real Time Resolutions, Inc. January 2007 - June 2009
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Banking, Loan Servicing, Management, Mortgage Lending, Banking, FHA, Sales, Project Management, Default, Short Sales, Residential Mortgages, Risk Management, Loans, Process Improvement, Credit, Program Management, Valuation, Public Speaking, Asset Management, Portfolio Management, Real Estate Transactions, Investor Relations, Secondary Mortgage..., Real Estate Economics, Real Estate, Finance, Real Estate Financing, Operations Management, Training
Education
University of North Texas 2004 — 2006
B.B.A, Real Estate
Collin County Community College 2002 — 2004
Associate in Arts, Music Performance
Computer Sciences Corporation August 2015 - Present
Unified Matrix, LLC July 2015 - Present
JPMorgan Chase October 2013 - April 2015
Allsec Technologies Limited (Formerly Retreat Capital) April 2012 - July 2013
Coast Capital Investment Advisors January 2012 - March 2012
Wingspan Portfolio Advisors July 2009 - November 2011
Real Time Resolutions, Inc. January 2007 - June 2009
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Banking, Loan Servicing, Management, Mortgage Lending, Banking, FHA, Sales, Project Management, Default, Short Sales, Residential Mortgages, Risk Management, Loans, Process Improvement, Credit, Program Management, Valuation, Public Speaking, Asset Management, Portfolio Management, Real Estate Transactions, Investor Relations, Secondary Mortgage..., Real Estate Economics, Real Estate, Finance, Real Estate Financing, Operations Management, Training
Education
University of North Texas 2004 — 2006
B.B.A, Real Estate
Collin County Community College 2002 — 2004
Associate in Arts, Music Performance
Steve Horne's Wingspan Portfolio Advisors Experience 2008 - 2014
Job Principal at Alta Vista Advisors
Industry Financial Services
Experience
Alta Vista Advisors 2014 - Present
Wingspan Portfolio Advisors 2008 - 2014
Fannie Mae 2007 - 2008
Sherman Financial Group, LLC 1998 - 2007
Resurgent Capital Services 1998 - 2007
Ocwen Financial Corporation 1995 - 1997
Education
The George Washington University Law School 1986 — 1989
JD
Emory University 1982 — 1986
Alta Vista Advisors 2014 - Present
Wingspan Portfolio Advisors 2008 - 2014
Fannie Mae 2007 - 2008
Sherman Financial Group, LLC 1998 - 2007
Resurgent Capital Services 1998 - 2007
Ocwen Financial Corporation 1995 - 1997
Education
The George Washington University Law School 1986 — 1989
JD
Emory University 1982 — 1986
John Travers III's Wingspan Portfolio Advisors Experience February 2012 - April 2014
Job Business Operations Manager at SourceN Inc.
Industry Executive Office
Experience
Wingspan Portfolio Advisors February 2012 - April 2014
JMT Consulting August 2009 - January 2010
SourceN Inc. November 2008 - April 2009
SourceN Inc 2008 - 2009
Microcom Technologies March 2006 - April 2008
Skills
Salesforce.com, Customer Relations
Education
Barry University 1995 — 1997
Criswell College
MDIV, Theology
Wingspan Portfolio Advisors February 2012 - April 2014
JMT Consulting August 2009 - January 2010
SourceN Inc. November 2008 - April 2009
SourceN Inc 2008 - 2009
Microcom Technologies March 2006 - April 2008
Skills
Salesforce.com, Customer Relations
Education
Barry University 1995 — 1997
Criswell College
MDIV, Theology
James Pash's Wingspan Portfolio Advisors Experience August 2014 - January 2015
Job Defense and Aerospace Supply Chain Management
Industry Defense & Space
Experience
ISO Group Inc January 2015 - Present
Wingspan Portfolio Advisors August 2014 - January 2015
Top Rope Nutrition March 2013 - November 2013
New generation homes, LLC January 2011 - August 2011
Clear Channel Outdoor January 2008 - May 2008
Skills
Marketing, Social Media, Marketing Strategy, Customer Service, Management, Sales, Public Relations, Leadership, Online Advertising, Strategic Planning, Account Management, New Business Development, PowerPoint, Digital Marketing, Event Management, Email Marketing, Sales Management, Event Planning, Microsoft Excel, Microsoft Word, Budgets, Research, Time Management, Microsoft Office, Social Networking, Training, Outlook, Retail, Process Improvement, Public Speaking
Education
Eastern Florida State College 2011 — 2012
Law enforcement, Criminal Justice/Police Science
Florida Institute of Technology 2002 — 2008
Bachelor's degree, Business Administration and Management, General
ISO Group Inc January 2015 - Present
Wingspan Portfolio Advisors August 2014 - January 2015
Top Rope Nutrition March 2013 - November 2013
New generation homes, LLC January 2011 - August 2011
Clear Channel Outdoor January 2008 - May 2008
Skills
Marketing, Social Media, Marketing Strategy, Customer Service, Management, Sales, Public Relations, Leadership, Online Advertising, Strategic Planning, Account Management, New Business Development, PowerPoint, Digital Marketing, Event Management, Email Marketing, Sales Management, Event Planning, Microsoft Excel, Microsoft Word, Budgets, Research, Time Management, Microsoft Office, Social Networking, Training, Outlook, Retail, Process Improvement, Public Speaking
Education
Eastern Florida State College 2011 — 2012
Law enforcement, Criminal Justice/Police Science
Florida Institute of Technology 2002 — 2008
Bachelor's degree, Business Administration and Management, General
Willie Toombs, Jr's Wingspan Portfolio Advisors Experience May 2011 - September 2011
Job Associate at World Financial Group
Industry Financial Services
Experience
World Financial Group November 2003 - Present
Wingspan Portfolio Advisors May 2011 - September 2011
Bank of America August 2010 - February 2011
Perry Ellis International November 2008 - April 2010
Stonebridge Life Insurance August 2007 - November 2009
United American Insurance February 2007 - August 2007
Texas True Choice April 2006 - November 2006
Skills
General life insurance, General Health Insurance, Budgeting, Management, Supervisory Skills, Customer Service, Customer Presentations, Client Education, Client Development, Time Management, Organizational, Mortgage Servicing, Residential Mortgages, Loan Modifications, Leadership Development, Strategy, Insurance, Budgets
Education
Dallas County Community College 2010 — 2012
AA, Science
Little Rock Central High
The University of Memphis
World Financial Group November 2003 - Present
Wingspan Portfolio Advisors May 2011 - September 2011
Bank of America August 2010 - February 2011
Perry Ellis International November 2008 - April 2010
Stonebridge Life Insurance August 2007 - November 2009
United American Insurance February 2007 - August 2007
Texas True Choice April 2006 - November 2006
Skills
General life insurance, General Health Insurance, Budgeting, Management, Supervisory Skills, Customer Service, Customer Presentations, Client Education, Client Development, Time Management, Organizational, Mortgage Servicing, Residential Mortgages, Loan Modifications, Leadership Development, Strategy, Insurance, Budgets
Education
Dallas County Community College 2010 — 2012
AA, Science
Little Rock Central High
The University of Memphis
Nels Seastrom's Wingspan Portfolio Advisors Experience June 2013 - November 2013
Job Senior Mortgage Banker at loanDepot
Industry Financial Services
Experience
loanDepot November 2013 - Present
Wingspan Portfolio Advisors June 2013 - November 2013
Supreme Lending April 2012 - April 2013
Nationstar Mortgage April 2011 - November 2011
Bank of America June 2006 - April 2011
Skills
Mortgage Lending, Credit, FHA, FHA Financing, Loan Origination, Loans, Mortgage Banking, Refinance, Relocation, Residential Mortgages, USDA, VA loans, Banking, Credit Analysis, First Time Home Buyers, Real Estate, VA Loans
Education
Boston College 1999 — 2001
Masters of Arts, Counseling Psychology
Illinois State University 1993 — 1998
Bachelor of Science (B.S.), Pscyhology and Criminal Justice
loanDepot November 2013 - Present
Wingspan Portfolio Advisors June 2013 - November 2013
Supreme Lending April 2012 - April 2013
Nationstar Mortgage April 2011 - November 2011
Bank of America June 2006 - April 2011
Skills
Mortgage Lending, Credit, FHA, FHA Financing, Loan Origination, Loans, Mortgage Banking, Refinance, Relocation, Residential Mortgages, USDA, VA loans, Banking, Credit Analysis, First Time Home Buyers, Real Estate, VA Loans
Education
Boston College 1999 — 2001
Masters of Arts, Counseling Psychology
Illinois State University 1993 — 1998
Bachelor of Science (B.S.), Pscyhology and Criminal Justice
Cole Bailey's Wingspan Portfolio Advisors Experience March 2012 - December 2013
Job ..
Industry Human Resources
Experience
Macro Helix LLC December 2013 - Present
Wingspan Portfolio Advisors March 2012 - December 2013
Betafence USA, LLC January 2009 - October 2011
International Aluminum Corp. January 2008 - January 2009
McInnis Land Consultants, LLC February 2007 - January 2008
Education
Dallas County Community College 2011 — 2013
AAS
ITT Technical Institute 2006 — 2008
Associates
Macro Helix LLC December 2013 - Present
Wingspan Portfolio Advisors March 2012 - December 2013
Betafence USA, LLC January 2009 - October 2011
International Aluminum Corp. January 2008 - January 2009
McInnis Land Consultants, LLC February 2007 - January 2008
Education
Dallas County Community College 2011 — 2013
AAS
ITT Technical Institute 2006 — 2008
Associates
Dan Taggart's Wingspan Portfolio Advisors Experience May 2012 - August 2014
Job Chief Risk Officer at Regional Management Corp.
Industry Banking
Experience
Regional Management Corp. January 2015 - Present
Agility 360 September 2014 - January 2015
Wingspan Portfolio Advisors May 2012 - August 2014
REDC March 2011 - January 2012
Citibank - RDNA / CitiMortgage - REL March 2007 - April 2010
Citi Group 2005 - April 2007
Citifinancial/Citigroup May 2002 - April 2005
CitiFinancial June 2003 - March 2005
Citifinancial Mortgage October 2000 - June 2003
The Associates October 1998 - October 2000
Skills
Credit, Credit Risk, Loss Mitigation, Banking, Risk Management, Loans, Portfolio Management, Mortgage Lending, Vendor Management, Mortgage Servicing, Internal Audit, Executive Management, Financial Risk, Credit Cards, Short Sales, Strategy, Analytics, REO, Mortgage Banking, Financial Services, Default, Management, Program Management, Credit Analysis, Business Analysis, Governance, Process Improvement, Loan Origination, Residential Mortgages, Mortgage Underwriting, Loan Servicing
Education
Canisius College 1991 — 1995
Bachelors in Science, Finance
The Nichols School 1986 — 1990
Regional Management Corp. January 2015 - Present
Agility 360 September 2014 - January 2015
Wingspan Portfolio Advisors May 2012 - August 2014
REDC March 2011 - January 2012
Citibank - RDNA / CitiMortgage - REL March 2007 - April 2010
Citi Group 2005 - April 2007
Citifinancial/Citigroup May 2002 - April 2005
CitiFinancial June 2003 - March 2005
Citifinancial Mortgage October 2000 - June 2003
The Associates October 1998 - October 2000
Skills
Credit, Credit Risk, Loss Mitigation, Banking, Risk Management, Loans, Portfolio Management, Mortgage Lending, Vendor Management, Mortgage Servicing, Internal Audit, Executive Management, Financial Risk, Credit Cards, Short Sales, Strategy, Analytics, REO, Mortgage Banking, Financial Services, Default, Management, Program Management, Credit Analysis, Business Analysis, Governance, Process Improvement, Loan Origination, Residential Mortgages, Mortgage Underwriting, Loan Servicing
Education
Canisius College 1991 — 1995
Bachelors in Science, Finance
The Nichols School 1986 — 1990
Jason Montee's Wingspan Portfolio Advisors Experience July 2013 - January 2014
Job Experienced Customer Service/Loss Mitigation Manager
Industry Financial Services
Experience
Chase June 2015 - Present
Wingspan Portfolio Advisors July 2013 - January 2014
REDC Default Solutions February 2013 - July 2013
JPMorgan Chase November 2005 - February 2013
Countrywide Home Loans January 2001 - February 2005
Countrywide Home Loans September 1999 - September 2001
Skills
Mortgage Servicing, Loss Mitigation, Loans, Banking, LPS, Loan Servicing, Mortgage Banking, Default, Call Center, Customer Service, Microsoft Excel, Process Improvement, FHA, Residential Mortgages, Portfolio Management, Bankruptcy, Analysis, Credit Analysis, Consumer Lending, Call Centers, Loan Modifications, Mortgage Underwriting, HAMP, Leadership, Short Sales, Foreclosures, Management, Finance, Financial Services, Asset Management, Performance Management, FNMA, FHLMC, Skip Tracing, Negotiation, Home Equity Lines of..., Coaching, Training, Real Estate Transactions, Government Loans, Home Equity Loans, LPS Desktop, Access, Non-Conforming, PeopleSoft, Visio, Mortgage Modification, Home Equity, NMLS Licensed, Mortgage Insurance
Education
Brookhaven Community College
Chase June 2015 - Present
Wingspan Portfolio Advisors July 2013 - January 2014
REDC Default Solutions February 2013 - July 2013
JPMorgan Chase November 2005 - February 2013
Countrywide Home Loans January 2001 - February 2005
Countrywide Home Loans September 1999 - September 2001
Skills
Mortgage Servicing, Loss Mitigation, Loans, Banking, LPS, Loan Servicing, Mortgage Banking, Default, Call Center, Customer Service, Microsoft Excel, Process Improvement, FHA, Residential Mortgages, Portfolio Management, Bankruptcy, Analysis, Credit Analysis, Consumer Lending, Call Centers, Loan Modifications, Mortgage Underwriting, HAMP, Leadership, Short Sales, Foreclosures, Management, Finance, Financial Services, Asset Management, Performance Management, FNMA, FHLMC, Skip Tracing, Negotiation, Home Equity Lines of..., Coaching, Training, Real Estate Transactions, Government Loans, Home Equity Loans, LPS Desktop, Access, Non-Conforming, PeopleSoft, Visio, Mortgage Modification, Home Equity, NMLS Licensed, Mortgage Insurance
Education
Brookhaven Community College
Porsche Thornton's Wingspan Portfolio Advisors Experience January 2012 - January 2013
Job Program Manager at Jewish Foundation for Group Homes
Industry Nonprofit Organization Management
Experience
Jewish Foundation for Group Homes July 2015 - Present
Independent Contractor October 2010 - Present
Nationstar Mortgage January 2013 - May 2015
Wingspan Portfolio Advisors January 2012 - January 2013
YMCA of Metropolitan Dallas June 2011 - January 2012
Fresh Start Family Services, LLC September 2010 - May 2011
East Bay Agency for Children February 2009 - June 2010
Las Trampas September 2008 - February 2009
Fred Finch Youth Center June 2007 - September 2008
Girl Scouts of Northern California February 2004 - August 2008
Skills
Crisis Intervention, Psychotherapy, Group Therapy, Community Outreach, Mental Health, Teaching, Interventions, Self-esteem, Resume Writing, Therapists, Non-profits, Fundraising, Adolescents, Event Planning, Leadership, Mental Health Counseling, Nonprofits, Social Services, Team Building, Training, Youth Development
Education
Capella University 2015 — 2015
Certification, Non Profit Management and Leadership
Capella University 2013 — 2014
Master of Science (MS), Human Service with a specialization in social community services and concentration in public health
Spelman College 2005 — 2007
B.A, Sociology
Laney College 2003 — 2005
A.A, African American Studies, Social Science, and Liberal Arts
Jewish Foundation for Group Homes July 2015 - Present
Independent Contractor October 2010 - Present
Nationstar Mortgage January 2013 - May 2015
Wingspan Portfolio Advisors January 2012 - January 2013
YMCA of Metropolitan Dallas June 2011 - January 2012
Fresh Start Family Services, LLC September 2010 - May 2011
East Bay Agency for Children February 2009 - June 2010
Las Trampas September 2008 - February 2009
Fred Finch Youth Center June 2007 - September 2008
Girl Scouts of Northern California February 2004 - August 2008
Skills
Crisis Intervention, Psychotherapy, Group Therapy, Community Outreach, Mental Health, Teaching, Interventions, Self-esteem, Resume Writing, Therapists, Non-profits, Fundraising, Adolescents, Event Planning, Leadership, Mental Health Counseling, Nonprofits, Social Services, Team Building, Training, Youth Development
Education
Capella University 2015 — 2015
Certification, Non Profit Management and Leadership
Capella University 2013 — 2014
Master of Science (MS), Human Service with a specialization in social community services and concentration in public health
Spelman College 2005 — 2007
B.A, Sociology
Laney College 2003 — 2005
A.A, African American Studies, Social Science, and Liberal Arts
Vance Norris's Wingspan Portfolio Advisors Experience February 2013 - January 2015
Job Operations Manager at Chase Bank
Industry Banking
Experience
JPMorgan Chase & Co. January 2015 - Present
Wingspan Portfolio Advisors February 2013 - January 2015
JPMorgan Chase & Co. October 2005 - February 2013
Skills
Mortgage Lending, Banking, Call Centers, Vendor Management, Loans, Risk Management, Credit, Workforce Management, Customer Service, Leadership, Management, Loan Origination, Consumer Lending, Team Building, Process Improvement, Business Analysis, Mortgage Banking, Team Leadership
Education
Eastern Florida State College 1973 — 1974
Mass Communications
Michigan State University 1972 — 1973
General Education
JPMorgan Chase & Co. January 2015 - Present
Wingspan Portfolio Advisors February 2013 - January 2015
JPMorgan Chase & Co. October 2005 - February 2013
Skills
Mortgage Lending, Banking, Call Centers, Vendor Management, Loans, Risk Management, Credit, Workforce Management, Customer Service, Leadership, Management, Loan Origination, Consumer Lending, Team Building, Process Improvement, Business Analysis, Mortgage Banking, Team Leadership
Education
Eastern Florida State College 1973 — 1974
Mass Communications
Michigan State University 1972 — 1973
General Education
Dee Dee Albertson's Wingspan Portfolio Advisors Experience June 2014 - Present
Job Self Employed
Industry Financial Services
Experience
Wingspan Portfolio Advisors June 2014 - Present
Financial CSG January 2010 - March 2013
AMFC March 2003 - December 2009
Prime Plus Mtg December 2000 - February 2003
Creative Design Ideas July 1987 - December 2000
USF College of Medicine, Dept of Orthopaedic Surgery January 1983 - June 1987
Massachusetts Mutual Life Insurance Company March 1980 - July 1982
Skills
Accounting, Financial Analysis, Recruiting, Real Estate, Management, Selling, Training, Start-ups, Mortgage Lending, Credit, Small Business, Budgets, Loans, Human Resources, Time Management
Education
Grand Canyon University 2009 — 2010
BS, Accounting
Hillsborough Community College 1990 — 1992
AS, Arch Design & Construction
Wingspan Portfolio Advisors June 2014 - Present
Financial CSG January 2010 - March 2013
AMFC March 2003 - December 2009
Prime Plus Mtg December 2000 - February 2003
Creative Design Ideas July 1987 - December 2000
USF College of Medicine, Dept of Orthopaedic Surgery January 1983 - June 1987
Massachusetts Mutual Life Insurance Company March 1980 - July 1982
Skills
Accounting, Financial Analysis, Recruiting, Real Estate, Management, Selling, Training, Start-ups, Mortgage Lending, Credit, Small Business, Budgets, Loans, Human Resources, Time Management
Education
Grand Canyon University 2009 — 2010
BS, Accounting
Hillsborough Community College 1990 — 1992
AS, Arch Design & Construction
Bobbi Maldonado's Wingspan Portfolio Advisors Experience February 2013 - 2015
Job Forensic Jumbo Loan Underwriter
Industry Banking
Experience
Clayton July 2015 - Present
Wingspan Portfolio Advisors February 2013 - 2015
Chase October 2006 - February 2013
Skills
Customer Service, Microsoft Office, Management, Leadership, Microsoft Word, Team Leadership, PowerPoint, Team Building, Training, Budgets, Mortgage Banking, Operations Management, Risk Management, Credit, Loans, Process Improvement, Retail Banking
Education
Eastern Florida State College 2000 — 2003
Associate of Arts (AA), General Studies
Jefferson Township High School
Clayton July 2015 - Present
Wingspan Portfolio Advisors February 2013 - 2015
Chase October 2006 - February 2013
Skills
Customer Service, Microsoft Office, Management, Leadership, Microsoft Word, Team Leadership, PowerPoint, Team Building, Training, Budgets, Mortgage Banking, Operations Management, Risk Management, Credit, Loans, Process Improvement, Retail Banking
Education
Eastern Florida State College 2000 — 2003
Associate of Arts (AA), General Studies
Jefferson Township High School
Lisa Heaston's Wingspan Portfolio Advisors Experience January 2012 - April 2014
Job Property Manager
Industry Real Estate
Experience
Landmark Apartment Trust May 2014 - Present
Wingspan Portfolio Advisors January 2012 - April 2014
Keller Williams Realty, Arlington, TX September 2009 - August 2010
Premier Communities Management Company 2007 - 2008
SUNDEK May 2001 - July 2006
Skills
FHA, Real Estate, Management, Loss Mitigation, Short Sales, Customer Service, HUD, Mortgage Servicing, Residential Homes, Investment Properties, Investors, Selling, First Time Home Buyers, Real Estate Transactions, Property, Referrals, Property Management, Single Family Homes, Sellers, Real Property, Relocation, New Home Sales, Contract Negotiation, Buyers, Rentals, Buyer Representation, Listings, Home Staging, Leases, Sales, Negotiation, Sales Management, Team Building, Agents, Foreclosures, Real Estate Financing
Education
Kaplan Professional School 2008 — 2009
Real Estate License, Real Estate
Hickey College 1984 — 1985
Business, Business Administration and Management, General
Van Far High School 1980 — 1984
Christ For The Nations
Landmark Apartment Trust May 2014 - Present
Wingspan Portfolio Advisors January 2012 - April 2014
Keller Williams Realty, Arlington, TX September 2009 - August 2010
Premier Communities Management Company 2007 - 2008
SUNDEK May 2001 - July 2006
Skills
FHA, Real Estate, Management, Loss Mitigation, Short Sales, Customer Service, HUD, Mortgage Servicing, Residential Homes, Investment Properties, Investors, Selling, First Time Home Buyers, Real Estate Transactions, Property, Referrals, Property Management, Single Family Homes, Sellers, Real Property, Relocation, New Home Sales, Contract Negotiation, Buyers, Rentals, Buyer Representation, Listings, Home Staging, Leases, Sales, Negotiation, Sales Management, Team Building, Agents, Foreclosures, Real Estate Financing
Education
Kaplan Professional School 2008 — 2009
Real Estate License, Real Estate
Hickey College 1984 — 1985
Business, Business Administration and Management, General
Van Far High School 1980 — 1984
Christ For The Nations
mike mallady's Wingspan Portfolio Advisors Experience February 2011 - October 2014
Job Business Operations Manager for Ford of Canada at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company November 2014 - Present
Wingspan Portfolio Advisors February 2011 - October 2014
JPMorgan Chase June 2009 - January 2011
Mercedes Homes June 2005 - June 2009
Washington Mutual Bank February 2001 - June 2005
Skills
Banking, Vendor Management, Mortgage Servicing, Call Centers, Process Improvement, Mortgage Banking, Management, Risk Management, Mortgage Lending, Loans, Portfolio Management, Leadership, Credit
Education
Eastern Florida State College 1995 — 1998
Non-Physician First Assistant
Palm Bay High School 1992 — 1994
Ford Motor Company November 2014 - Present
Wingspan Portfolio Advisors February 2011 - October 2014
JPMorgan Chase June 2009 - January 2011
Mercedes Homes June 2005 - June 2009
Washington Mutual Bank February 2001 - June 2005
Skills
Banking, Vendor Management, Mortgage Servicing, Call Centers, Process Improvement, Mortgage Banking, Management, Risk Management, Mortgage Lending, Loans, Portfolio Management, Leadership, Credit
Education
Eastern Florida State College 1995 — 1998
Non-Physician First Assistant
Palm Bay High School 1992 — 1994
Geoffrey Haakantu's Wingspan Portfolio Advisors Experience November 2011 - March 2014
Job Would you rather have 100% of your money from one person or prefer to have 1% from a 100 people?
Industry Financial Services
Experience
Primerica January 2015 - Present
Njavwa Enterprises September 2012 - Present
Lyons Universal Inc. March 2014 - December 2014
Wingspan Portfolio Advisors November 2011 - March 2014
Skills
Operations Management, Microsoft Office, Military Experience, Leadership, Program Management, Customer Service, Strategic Planning, Team Building, Project Planning, Competitive analysis, Communication, Loss Mitigation, CFPB, OCC, Mortgage Lending, Business Planning, Logistics, Entrepreneurship, Purchasing, Marketing, Market Research, Team Leadership, Sales, Product Development, Management Consulting, Coaching, Sourcing, Executive Management, Supply Chain Management, Cross-functional Team..., Training, Teamwork, Negotiation, Strategy, Sales Management, Product Management, International Business, Start-ups, Outlook, Contract Negotiation, Management, Retail, CRM, Payroll, Marketing Strategy, Microsoft Excel, Forecasting, International Trade, Import Export, Export
Education
Collin County Community College 2014 — 2015
Science
paris junior college 2009 — 2010
Nursing
The George Washington University
Medical Lab Tech
Primerica January 2015 - Present
Njavwa Enterprises September 2012 - Present
Lyons Universal Inc. March 2014 - December 2014
Wingspan Portfolio Advisors November 2011 - March 2014
Skills
Operations Management, Microsoft Office, Military Experience, Leadership, Program Management, Customer Service, Strategic Planning, Team Building, Project Planning, Competitive analysis, Communication, Loss Mitigation, CFPB, OCC, Mortgage Lending, Business Planning, Logistics, Entrepreneurship, Purchasing, Marketing, Market Research, Team Leadership, Sales, Product Development, Management Consulting, Coaching, Sourcing, Executive Management, Supply Chain Management, Cross-functional Team..., Training, Teamwork, Negotiation, Strategy, Sales Management, Product Management, International Business, Start-ups, Outlook, Contract Negotiation, Management, Retail, CRM, Payroll, Marketing Strategy, Microsoft Excel, Forecasting, International Trade, Import Export, Export
Education
Collin County Community College 2014 — 2015
Science
paris junior college 2009 — 2010
Nursing
The George Washington University
Medical Lab Tech
Marcus Dudley's Wingspan Portfolio Advisors Experience November 2009 - January 2011
Job Enrollment Specialist
Industry Education Management
Experience
Academic Partnerships March 2012 - Present
Wingspan Portfolio Advisors November 2009 - January 2011
Wingspan Portfolio Advisors January 2009 - January 2010
Bank of America March 2009 - November 2009
Capital One Bank August 2006 - February 2009
Skills
Customer Retention, Call Centers, Customer Service, Admissions, Banking, Credit, Public Speaking, Leadership, Sales, Leadership Development, Marketing, Staff Development, Negotiation, Microsoft Office, Management, Team Building, Higher Education, Coaching
Education
Ashford University 2013 — 2014
Master of Arts (MA), Education
Ashford University
Bachelors of Arts, Social Science
Academic Partnerships March 2012 - Present
Wingspan Portfolio Advisors November 2009 - January 2011
Wingspan Portfolio Advisors January 2009 - January 2010
Bank of America March 2009 - November 2009
Capital One Bank August 2006 - February 2009
Skills
Customer Retention, Call Centers, Customer Service, Admissions, Banking, Credit, Public Speaking, Leadership, Sales, Leadership Development, Marketing, Staff Development, Negotiation, Microsoft Office, Management, Team Building, Higher Education, Coaching
Education
Ashford University 2013 — 2014
Master of Arts (MA), Education
Ashford University
Bachelors of Arts, Social Science
Alex Bowers's Wingspan Portfolio Advisors Experience June 2010 - March 2011
Job Customer Service and Technical Support Specialist
Industry Information Technology and Services
Experience
Holiday Inn Express February 2013 - June 2013
Fujitsu August 2012 - January 2013
T-Mobile August 2011 - January 2012
Dunbar Products LLC March 2011 - September 2011
Wingspan Portfolio Advisors June 2010 - March 2011
New Vector Communications November 2010 - February 2011
Pella Corporation January 2010 - April 2010
Hewlett-Packard October 2008 - November 2009
Holiday Inn June 2008 - November 2008
Skills
Customer Service, Technical Services, Computer Hardware, Troubleshooting, Telecommunications, Team Leadership, Technical Support, Management, Quality Assurance, Leadership, Call Centers, Training, Windows Server, Windows, Operating Systems, Customer Satisfaction, Active Directory, Networking
Education
Guilford Technical Community College 2012 — 2016
Logistics, Logistics, Materials, and Supply Chain Management, Freshman
McKinney High School 2004 — 2008
High School Diploma, CCNA Networking
Pella High School 2004 — 2008
High School Diploma, Graphic Design
Holiday Inn Express February 2013 - June 2013
Fujitsu August 2012 - January 2013
T-Mobile August 2011 - January 2012
Dunbar Products LLC March 2011 - September 2011
Wingspan Portfolio Advisors June 2010 - March 2011
New Vector Communications November 2010 - February 2011
Pella Corporation January 2010 - April 2010
Hewlett-Packard October 2008 - November 2009
Holiday Inn June 2008 - November 2008
Skills
Customer Service, Technical Services, Computer Hardware, Troubleshooting, Telecommunications, Team Leadership, Technical Support, Management, Quality Assurance, Leadership, Call Centers, Training, Windows Server, Windows, Operating Systems, Customer Satisfaction, Active Directory, Networking
Education
Guilford Technical Community College 2012 — 2016
Logistics, Logistics, Materials, and Supply Chain Management, Freshman
McKinney High School 2004 — 2008
High School Diploma, CCNA Networking
Pella High School 2004 — 2008
High School Diploma, Graphic Design
China Haley's Wingspan Portfolio Advisors Experience October 2013 - January 2014
Job Onsite Representative at ServiceLink, a Black Knight company (Default Title and Closing)
Industry Banking
Experience
ServiceLink, a Black Knight company 2014 - Present
Wingspan Portfolio Advisors October 2013 - January 2014
REDC Default Solutions November 2012 - March 2013
Bank of America October 2011 - August 2012
Bank of America October 2010 - July 2011
Bombardier September 2008 - May 2010
Assist 2 Sell 2002 - 2008
Bank of America July 1996 - December 2002
Skills
Management, Microsoft Excel, Banking, REO, Real Estate, Customer Service, Valuation, Default, Mortgage Servicing, Finance, Software Documentation, Analysis, Loans, Vendor Management, Training, Mortgage Banking
Education
Iowa State University
B.S, Business Administration
ServiceLink, a Black Knight company 2014 - Present
Wingspan Portfolio Advisors October 2013 - January 2014
REDC Default Solutions November 2012 - March 2013
Bank of America October 2011 - August 2012
Bank of America October 2010 - July 2011
Bombardier September 2008 - May 2010
Assist 2 Sell 2002 - 2008
Bank of America July 1996 - December 2002
Skills
Management, Microsoft Excel, Banking, REO, Real Estate, Customer Service, Valuation, Default, Mortgage Servicing, Finance, Software Documentation, Analysis, Loans, Vendor Management, Training, Mortgage Banking
Education
Iowa State University
B.S, Business Administration
Todd Gerst's Wingspan Portfolio Advisors Experience February 2013 - December 2014
Job OneMain Financial
Industry Financial Services
Experience
OneMain Financial formally CitiFinancial March 2015 - Present
Wingspan Portfolio Advisors February 2013 - December 2014
Chase September 2010 - February 2013
Citifinancial Corp September 2003 - June 2010
Skills
Microsoft Office, Leadership, Sales, Microsoft Word, PowerPoint, Public Speaking, Marketing, Project Management, Team Building, Research, Finance, Banking, Process Improvement, Change Management, Financial Analysis, Insurance, Mortgage Lending, Mortgage Banking, Loans, Financial Services, Management, Loan Origination, Relationship Management, Strategic Planning, Risk Management, Credit, Residential Mortgages, Microsoft Excel, Credit Risk, Call Centers, Negotiation, Credit Analysis, Analysis, Time Management, Consumer Lending, Financial Risk, Coaching, Underwriting, Sales Management, Customer Service, Outlook
Education
ITT Technical Institute-Fort Lauderdale 2001 — 2003
Associate of Science (A.S.), CAD/CADD Drafting and/or Design Technology/Technician
OneMain Financial formally CitiFinancial March 2015 - Present
Wingspan Portfolio Advisors February 2013 - December 2014
Chase September 2010 - February 2013
Citifinancial Corp September 2003 - June 2010
Skills
Microsoft Office, Leadership, Sales, Microsoft Word, PowerPoint, Public Speaking, Marketing, Project Management, Team Building, Research, Finance, Banking, Process Improvement, Change Management, Financial Analysis, Insurance, Mortgage Lending, Mortgage Banking, Loans, Financial Services, Management, Loan Origination, Relationship Management, Strategic Planning, Risk Management, Credit, Residential Mortgages, Microsoft Excel, Credit Risk, Call Centers, Negotiation, Credit Analysis, Analysis, Time Management, Consumer Lending, Financial Risk, Coaching, Underwriting, Sales Management, Customer Service, Outlook
Education
ITT Technical Institute-Fort Lauderdale 2001 — 2003
Associate of Science (A.S.), CAD/CADD Drafting and/or Design Technology/Technician
Leo Welch's Wingspan Portfolio Advisors Experience February 2013 - December 2014
Job Resource Analyst II at REDE, Inc.
Industry Financial Services
Experience
REDE, Inc. March 2011 - Present
Diavante Welch 2015 - 2015
Wingspan Portfolio Advisors February 2013 - December 2014
JP Morgan Chase September 2008 - February 2013
JPMorgan Chase February 2006 - September 2008
JPMorgan Chase February 2005 - January 2006
JPMorgan Chase October 2004 - January 2005
Percepta January 1999 - September 2004
Time Warner Cable January 1996 - December 1998
Excel Agent Services/AT&T January 1993 - December 1995
Skills
Banking, Credit, Risk Management, Loans, Mortgage Lending, Fixed Income, Financial Services, Business Analysis, Portfolio Management, Process Improvement, Vendor Management, Credit Analysis, Relationship Management, Credit Risk, Internal Audit, Mortgage Banking, Finance, Management, Customer Service, Leadership, Team Building, Call Centers, Microsoft Office
Education
South University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
South University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.82
Florida Institute of Technology 1994 — 1999
Bachelor of Science (BS), Computer Engineering
REDE, Inc. March 2011 - Present
Diavante Welch 2015 - 2015
Wingspan Portfolio Advisors February 2013 - December 2014
JP Morgan Chase September 2008 - February 2013
JPMorgan Chase February 2006 - September 2008
JPMorgan Chase February 2005 - January 2006
JPMorgan Chase October 2004 - January 2005
Percepta January 1999 - September 2004
Time Warner Cable January 1996 - December 1998
Excel Agent Services/AT&T January 1993 - December 1995
Skills
Banking, Credit, Risk Management, Loans, Mortgage Lending, Fixed Income, Financial Services, Business Analysis, Portfolio Management, Process Improvement, Vendor Management, Credit Analysis, Relationship Management, Credit Risk, Internal Audit, Mortgage Banking, Finance, Management, Customer Service, Leadership, Team Building, Call Centers, Microsoft Office
Education
South University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
South University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.82
Florida Institute of Technology 1994 — 1999
Bachelor of Science (BS), Computer Engineering
Eulitha Rukovo's Wingspan Portfolio Advisors Experience February 2012 - Present
Job Process Support Specialist at Portfolio Advisors
Industry Real Estate
Experience
Wingspan Portfolio Advisors February 2012 - Present
Whataburger June 2000 - February 2012
Skills
Food & Beverage, ServSafe, Multi-unit, Customer Service, Inventory Management, Cooking, POS, Food, Cashiering, Menu Development, Food Safety, Process Scheduler, Franchising, Retail, Microsoft Excel, Microsoft Office, Event Planning, Sales, Team Building, Microsoft Word
Education
Dallas Baptist University 2011 — 2014
Pursuing MAPD, Management
University of North Texas 2004 — 2010
BSC.HM, English, Managerial Accounting, Economics, Supervision
Wingspan Portfolio Advisors February 2012 - Present
Whataburger June 2000 - February 2012
Skills
Food & Beverage, ServSafe, Multi-unit, Customer Service, Inventory Management, Cooking, POS, Food, Cashiering, Menu Development, Food Safety, Process Scheduler, Franchising, Retail, Microsoft Excel, Microsoft Office, Event Planning, Sales, Team Building, Microsoft Word
Education
Dallas Baptist University 2011 — 2014
Pursuing MAPD, Management
University of North Texas 2004 — 2010
BSC.HM, English, Managerial Accounting, Economics, Supervision
MELISSA DAVIDSON's Wingspan Portfolio Advisors Experience May 2013 - July 2014
Job Default Mortgage, PropertyPreservation
Industry Real Estate
Experience
National Field Representatives January 2015 - Present
Wingspan Portfolio Advisors May 2013 - July 2014
REDC Default Solutions November 2012 - May 2013
National Field Representatives January 2012 - November 2012
Vendor Resource Management March 2007 - 2011
RE/MAX Premier Properties; Dallas Suburbs 1999 - 2006
Skills
Foreclosures, REO, Short Sales, Sellers, Real Estate, Investors, Residential Homes, Property, FHA, Loans, Negotiation, Appraisals, Escrow, Real Estate Transactions, Mortgage Lending, Loss Mitigation, HUD, Property Management, Asset Management, Default, Loan Origination, Loan Servicing, Mortgage Servicing, Valuation
Education
Collin County Community College 1999 — 2004
Associate of Arts (A.A.)
Champions School Of Real Estate
Real Estate License, Real Estate
National Field Representatives January 2015 - Present
Wingspan Portfolio Advisors May 2013 - July 2014
REDC Default Solutions November 2012 - May 2013
National Field Representatives January 2012 - November 2012
Vendor Resource Management March 2007 - 2011
RE/MAX Premier Properties; Dallas Suburbs 1999 - 2006
Skills
Foreclosures, REO, Short Sales, Sellers, Real Estate, Investors, Residential Homes, Property, FHA, Loans, Negotiation, Appraisals, Escrow, Real Estate Transactions, Mortgage Lending, Loss Mitigation, HUD, Property Management, Asset Management, Default, Loan Origination, Loan Servicing, Mortgage Servicing, Valuation
Education
Collin County Community College 1999 — 2004
Associate of Arts (A.A.)
Champions School Of Real Estate
Real Estate License, Real Estate
Frances M Hart's Wingspan Portfolio Advisors Experience February 2012 - Present
Job Customer Advocate at Wingspan Portfolio Advisors
Industry Accounting
Experience
Wingspan Portfolio Advisors February 2012 - Present
Wingspan Portfolio Advisors March 2013 - May 2014
ProgressiveIT-contracted September 2010 - March 2011
Equity Residential November 2004 - May 2010
Southwest Credit Systems July 2000 - November 2004
Skills
Accounts Receivable, Accounts Payable, Invoicing, Deposits, Billing, Payments, Account Reconciliation, Credit, Outlook, Excel, Balance, Word, Administration, Customer Service, Cash Management, Microsoft Office, Customer Relations, Teamwork, Microsoft Excel, QuickBooks, Accounting, Payroll, PeopleSoft, Microsoft Word, Team Building
Education
Immaculata University 1992 — 1995
BA, Education/History/Psychology
Wingspan Portfolio Advisors February 2012 - Present
Wingspan Portfolio Advisors March 2013 - May 2014
ProgressiveIT-contracted September 2010 - March 2011
Equity Residential November 2004 - May 2010
Southwest Credit Systems July 2000 - November 2004
Skills
Accounts Receivable, Accounts Payable, Invoicing, Deposits, Billing, Payments, Account Reconciliation, Credit, Outlook, Excel, Balance, Word, Administration, Customer Service, Cash Management, Microsoft Office, Customer Relations, Teamwork, Microsoft Excel, QuickBooks, Accounting, Payroll, PeopleSoft, Microsoft Word, Team Building
Education
Immaculata University 1992 — 1995
BA, Education/History/Psychology
Son Ngo Le's Wingspan Portfolio Advisors Experience February 2012 - February 2013
Job Manager at SB Food Depot
Industry Financial Services
Experience
dontwanttoshow ManagerSB Food DepotAugust 2013 - Present
Tax Office December 2014 - May 2015
Wingspan Portfolio Advisors February 2012 - February 2013
FPT Information System May 2005 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Project Management, Quick Book, Health Insurance, Life Insurance, Tax Preparation, Recruiting, Loan Modifications, Finance Consulting
Education
Dallas Baptist University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75
dontwanttoshow ManagerSB Food DepotAugust 2013 - Present
Tax Office December 2014 - May 2015
Wingspan Portfolio Advisors February 2012 - February 2013
FPT Information System May 2005 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Project Management, Quick Book, Health Insurance, Life Insurance, Tax Preparation, Recruiting, Loan Modifications, Finance Consulting
Education
Dallas Baptist University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75
Brandon Woolridge's Wingspan Portfolio Advisors Experience May 2013 - Present
Job FHA Claims Agent
Industry Financial Services
Experience
Wingspan Portfolio Advisors May 2013 - Present
Wingspan Portfolio Advisors November 2012 - May 2013
MSI Credit Solutions May 2012 - October 2012
Chase 2009 - 2012
GMAC Mortgage January 2008 - June 2009
Nationstar Mortgage March 2007 - October 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Negotiation
Education
University of North Texas 2003 — 2006
Bachelor of Applied Arts and Science, Criminal Justice; Applied Gerontology, Behavior Analysis
Kansas Wesleyan University 2001 — 2002
Basic College Curriculum
Wingspan Portfolio Advisors May 2013 - Present
Wingspan Portfolio Advisors November 2012 - May 2013
MSI Credit Solutions May 2012 - October 2012
Chase 2009 - 2012
GMAC Mortgage January 2008 - June 2009
Nationstar Mortgage March 2007 - October 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Negotiation
Education
University of North Texas 2003 — 2006
Bachelor of Applied Arts and Science, Criminal Justice; Applied Gerontology, Behavior Analysis
Kansas Wesleyan University 2001 — 2002
Basic College Curriculum
Donzell Duncan's Wingspan Portfolio Advisors Experience February 2012 - June 2012
Job IT Asset Masnager Analyst at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. November 2012 - Present
Tuesday Morning June 2012 - August 2012
Wingspan Portfolio Advisors February 2012 - June 2012
Education
Stayer University of Plano 2012 — 2013
Master's degree, System, Networking, and LAN/WAN Management/Manager
ITT Technical Institute-Richardson 2010 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
Santander Consumer USA Inc. November 2012 - Present
Tuesday Morning June 2012 - August 2012
Wingspan Portfolio Advisors February 2012 - June 2012
Education
Stayer University of Plano 2012 — 2013
Master's degree, System, Networking, and LAN/WAN Management/Manager
ITT Technical Institute-Richardson 2010 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
Lakeyshia Moore's Wingspan Portfolio Advisors Experience January 2012 - Present
Job Quality Control Specialist at Wingspan Portfolio Advisors
Industry Financial Services
Experience
Wingspan Portfolio Advisors January 2012 - Present
Bank of America October 2012 - May 2013
Hilton Worldwide March 2011 - September 2011
Skills
Loss Mitigation, Quality Assurance, Loan Servicing, Call Centers, Mortgage Servicing, Quality Auditing, Risk Management, Mortgage Banking
Education
Cedar Valley College 2009 — 2011
David W. Carter High School 2005 — 2009
Wingspan Portfolio Advisors January 2012 - Present
Bank of America October 2012 - May 2013
Hilton Worldwide March 2011 - September 2011
Skills
Loss Mitigation, Quality Assurance, Loan Servicing, Call Centers, Mortgage Servicing, Quality Auditing, Risk Management, Mortgage Banking
Education
Cedar Valley College 2009 — 2011
David W. Carter High School 2005 — 2009
Cory Shaw's Wingspan Portfolio Advisors Experience August 2013 - January 2014
Job Mortgage Professional
Industry Financial Services
Experience
Wingspan Portfolio Advisors August 2013 - January 2014
Butler & Hosch, P.A. March 2013 - June 2013
Wingspan Portfolio Advisors January 2012 - March 2013
Primerica August 2010 - August 2011
Skills
Critical thinking, Advanced Problem..., Strong Organizational..., Seasoned in conflict..., Energetic Work Attitude, Adaptive Team Player, Telecommunication Skills, Highly detail oriented, Excellent Communicator, Analytical Skills, Excellent time..., Knowledge of VA /FHA..., Typing 65 wpm, Computer-Savvy, Calm under pressure
Education
Cedar Valley College 2010 — 2014
Business Administration, Busines Finance
DeSoto High School 2001 — 2005
High School Diploma
Wingspan Portfolio Advisors August 2013 - January 2014
Butler & Hosch, P.A. March 2013 - June 2013
Wingspan Portfolio Advisors January 2012 - March 2013
Primerica August 2010 - August 2011
Skills
Critical thinking, Advanced Problem..., Strong Organizational..., Seasoned in conflict..., Energetic Work Attitude, Adaptive Team Player, Telecommunication Skills, Highly detail oriented, Excellent Communicator, Analytical Skills, Excellent time..., Knowledge of VA /FHA..., Typing 65 wpm, Computer-Savvy, Calm under pressure
Education
Cedar Valley College 2010 — 2014
Business Administration, Busines Finance
DeSoto High School 2001 — 2005
High School Diploma
Terra Parrish-Bell's Wingspan Portfolio Advisors Experience March 2013 - January 2014
Job CPP, Payroll/HR/HRIS Professional
Industry Medical Devices
Experience
Payroll Professional November 2006 - Present
Wingspan Portfolio Advisors March 2013 - January 2014
Essilor 2011 - 2013
AutoNation Direct April 2008 - July 2010
Skills
Payroll, Recruiting, ADP Payroll, Employee Benefits, Employee Relations, HRIS, Human Resources, Management, Personnel Management
Education
FMU 2002 — 2005
Associate's degree, Business Administration and Management, General
Payroll Professional November 2006 - Present
Wingspan Portfolio Advisors March 2013 - January 2014
Essilor 2011 - 2013
AutoNation Direct April 2008 - July 2010
Skills
Payroll, Recruiting, ADP Payroll, Employee Benefits, Employee Relations, HRIS, Human Resources, Management, Personnel Management
Education
FMU 2002 — 2005
Associate's degree, Business Administration and Management, General
Ken Ferrell's Wingspan Portfolio Advisors Experience April 2010 - Present
Job Reporting Analyst Team Lead at Wingspan Portfolio Advisors
Industry Financial Services
Experience
Wingspan Portfolio Advisors April 2010 - Present
Skills
Portfolio Management, Mortgage Servicing, Financial Analysis, Access, Call Centers, Finance, Banking, Mortgage Lending, Financial Services, Loans, Credit
Education
Emory University 1989 — 1993
Bachelor's degree
Wingspan Portfolio Advisors April 2010 - Present
Skills
Portfolio Management, Mortgage Servicing, Financial Analysis, Access, Call Centers, Finance, Banking, Mortgage Lending, Financial Services, Loans, Credit
Education
Emory University 1989 — 1993
Bachelor's degree
X Man's Wingspan Portfolio Advisors Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wingspan Portfolio Advisors 2013 - 2014
Citi March 2013 - September 2013
Skills
Customer Service, Loan Servicing, Banking, Collections, Telephone Skills, Call Centers
Education
The University of Texas at San Antonio 2006 — 2007
East Texas Baptist University 2005 — 2006
Wingspan Portfolio Advisors 2013 - 2014
Citi March 2013 - September 2013
Skills
Customer Service, Loan Servicing, Banking, Collections, Telephone Skills, Call Centers
Education
The University of Texas at San Antonio 2006 — 2007
East Texas Baptist University 2005 — 2006
Monte Starkey's Wingspan Portfolio Advisors Experience February 2013 - Present
Job Customer Assistance Specialist at Wingspan Portfolio Advisors
Industry Financial Services
Experience
Wingspan Portfolio Advisors February 2013 - Present
JPMorgan Chase May 2010 - February 2013
GameStop September 2007 - April 2010
Skills
Computers, Computer Graphics Design, Adobe Creative Suite, Microsoft Office, Analytical Skills, Close Attention to..., Customer Service, Organized with Strong..., Mortgage Banking, Religious Studies, Creative Writing, Speech Writing, Report Writing
Education
Keiser College 2006 — 2007
Associate of Arts (A.A.), Graphic Design
Florida International University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Wingspan Portfolio Advisors February 2013 - Present
JPMorgan Chase May 2010 - February 2013
GameStop September 2007 - April 2010
Skills
Computers, Computer Graphics Design, Adobe Creative Suite, Microsoft Office, Analytical Skills, Close Attention to..., Customer Service, Organized with Strong..., Mortgage Banking, Religious Studies, Creative Writing, Speech Writing, Report Writing
Education
Keiser College 2006 — 2007
Associate of Arts (A.A.), Graphic Design
Florida International University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY