Wingspan Portfolio Advisors
Industry: Company
DescriptionFounded: 2001 Parent organization: Wingspan Portfolio Holdings, Inc.
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Wingspan Portfolio Advisors Employees
1st Leading Edge Real Estate April 2010 - Present
Wingspan Portfolio Advisors October 2012 - June 2014
Vendor Resource Management January 2011 - October 2012
Solution Pros Real Estate January 2008 - April 2010
Fannie Mae 2003 - April 2008
Insight Electronics 2001 - 2002
Fannie Mae June 1999 - April 2001
Fannie Mae June 1997 - June 1999
Scott Jacobs Allstate Insurance Agency 1996 - 1997
Skills
Foreclosures, REO, Short Sales, Real Estate, Brokers, Listings, Sellers, Asset, Negotiation, Home, Property Management, Residential, Market Analysis, Selling, Investment Properties, Purchase, Asset Management, Valuation, Investors, Investments, Single Family Homes, Mergers, Loss Mitigation, Contract Negotiation, Buying, BPO, Real Estate Investment, Strategic Planning, First Time Home Buyers, Dispositions, First Time Buyers, Disposition, Residential Homes, Mortgage Lending, Real Estate Transactions, Vendor Management, Loans, Mergers & Acquisitions, Public Speaking, Appraisals, Loan Servicing, Mortgage Banking, Refinance, Forecasting, Sales, Loan Origination, Leases, Underwriting, Due Diligence, Relocation
Education
The University of Texas at Dallas 1998 — 1999
Bachelor of Science, Business Management
Signature Consultants July 2014 - Present
Wingspan Portfolio Advisors November 2011 - January 2014
Enterprise-Rent-A-CarDFW October 2007 - October 2011
Skills
Customer Service, Event Planning, PowerPoint, Marketing, Microsoft Office, Social Media, Sales, Time Management, Microsoft Excel, Microsoft Word, Facebook, Retail, Social Networking, Social Media Marketing
Education
University of Texas
Bachelors of Business Administration, Marketing
The University of Texas at Arlington - College of Business 2007 — 2011
Bachelors, Marketing
Rivers Casino Pittsburgh January 2014 - Present
BNY Mellon (Accounting Principals) February 2013 - December 2013
Wingspan Portfolio Advisors February 2012 - October 2012
Wingspan Portfolio Advisors September 2011 - February 2012
Wingspan Portfolio Advisors June 2010 - September 2011
Penn Station East Coast Subs 2005 - 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Quickbooks, Siebel, AS400, Servicing Director, Eagle, MRS, Mortgage Servicing, Payment Processing, Customer Service, CRM, Asset Servicing, Account Reconciliation, Account Management, Loans, Research, Analysis, Financial Reporting, Data Entry, Accounting, Quality Control, Bloomberg, Accounts Payable, Accounts Receivable, Loan Modifications, Short Sales, Loan Origination, Time Management, General Ledger, Management, Finance, QuickBooks, Auditing, Access
Education
University of Phoenix
Master of Science (MS), Accountancy
University of Phoenix
Bachelor of Science (BS), Business/Accounting
University of Phoenix
Associate of Arts (AA), Accounting
Wingspan Portfolio Advisors March 2012 - April 2014
University of Texas at Dallas January 2010 - March 2012
Hybrid Management & Development May 2011 - August 2011
University of Texas at Dallas January 2009 - December 2009
the Institute for Urban Policy Research May 2008 - December 2008
Skills
Project Coordination, Analysis, Leadership, Staff Development, Research, Conflict Resolution, Project Management, Highly motivated..., Program Coordination, Reporting & Analysis, Success Driven, Competitive, Remaining calm in a..., Interpreting Data, International..., GIS, Stata, Business Planning, Microsoft Office, Economics, Team Leadership, Leadership Development, Technical Leadership, Curriculum Development, Result Oriented, Goal Oriented, Challenge Driven, Training, Employee Training, Compliance, Standards Compliance, Microsoft Excel, Microsoft Word, Quality Management, Resolving Conflicts, Data Collection, Flexibility, Quick Thinker, Program Development, Learning Quickly, Organizational..., Setting Priorities, Exceeding Expectations, Exceeding Customer..., Cross-functional Team..., Multiple Project..., Handle Multiple Projects, Multi-task & Handle..., Data Analysis, Self-starter
Education
The University of Texas at Dallas 2010 — 2011
M.S, Public Policy
The University of Texas at Dallas 2006 — 2008
B.S, Economics
Ronald Bowser Insurance Agency-State Farm October 2014 - Present
State Farm April 2014 - July 2014
Wingspan Portfolio Advisors January 2012 - March 2014
MillerCoors November 2010 - January 2012
Department of Aging & Disability Services April 2004 - August 2010
Skills
Software Documentation, Mortgage Lending, Customer Service, Sales, Accounts Receivable, Outlook, Microsoft Office, Loan Servicing, Microsoft Excel, Microsoft Word
Education
University of North Texas 2005 — 2008
BAAS, Applied Arts & Sciences-Minor in Business
CRG Solutions, LLC February 2010 - Present
Wingspan Portfolio Advisors January 2013 - July 2013
Wells Fargo Bank, N.A. August 2005 - December 2012
Skills
Loans, Credit, Banking, Strategic Planning, Financial Analysis, Team Building, Customer Service, Management, Finance, Consumer Lending, Loan Origination, Mortgage Banking, Microsoft Office, Refinance, VA loans, FHA, USDA, FHA financing, Home Equity Loans, Small Business Lending, Branch Management, Cross Selling, Microsoft Excel, Competitive Analysis, Business Strategy, New Business Development, Business Analysis, Business Process..., Government Contracting, Government Procurement, Federal Government, Municipal Management, Human Resources, Texas Notary
Education
University of Phoenix 2010 — 2013
Bachelor of Science, Business Management
Thomas Edison State College 2001 — 2006
Bachelor Of Science, Administration of Justice
Wingspan Portfolio Advisors August 2012 - January 2013
Nationstar Mortgage April 2011 - August 2012
Fiserv September 2002 - February 2011
Skills
Program Management, Outsourcing, Software Development, Business Analysis, Business Process, Vendor Management, Process Improvement, Software Project..., Risk Management, Cross-functional Team..., Project Management, Quality Assurance, Customer Service, PMP, CRM, Database Design, T-SQL, IT Management, Banking, Customer Satisfaction, SharePoint, Technical Leadership, Team Building, Team Management, User Interface Design, Program Development, SDLC, Agile Scrum Master, Business Process..., Leadership, Management
Education
The University of Dallas 2000 — 2004
MBA, Technology, Business, 4.0
CertTest 2012 — 2012
PMP Training, Project Management
PrimeLending May 2015 - Present
Citywide Home Loans June 2014 - April 2015
Ditech Mortgage Corp July 2013 - April 2014
Bank of America August 2012 - July 2013
Wingspan Portfolio Advisors August 2010 - August 2012
Telvista Inc. January 2010 - July 2010
Skills
Credit, Refinance, Mortgage Lending, Loans, Banking, Consumer Lending, Mortgage Servicing, Residential Mortgages, Letter Writing, Calculations, Default, Analysis, MS Excel Pivot Tables, Vlookup, Financial Reporting, Cost Reporting, Outlook, Microsoft Office, Microsoft Excel, AS400 system, PowerPoint, Risk Management, Risk Analysis, Motivated self-starter, Quick Thinker, Customer Service, Cross-cultural, Works well with a team, Team-oriented, Adaptability, Self-driven, Loan Servicing, Access, Call Centers, Loan Origination, Mortgage Banking, Loss Mitigation, Underwriting, VA loans, Home Equity Lines of..., Home Equity Loans, Financial Services, Government Loans, FNMA, Spreadsheets, Software Documentation, USDA, FHA financing, Credit Risk, FHA
Education
The University of Texas at Arlington 2009 — 2013
Wingspan Portfolio Advisors June 2013 - October 2014
Affirmative Insurance Company January 2004 - March 2013
Space Coast Underwriters August 1996 - January 2004
Skills
Claim, Adjustments, Insurance, Property & Casualty..., Liability, Casualty Insurance, Commercial Insurance, General Insurance, Claims Management, Legal Liability
Education
Seminole Community College
Associate's Degree, General Business Administration
University of Central Florida
Bachelor's Degree, Business Administration and Management, General
Wingspan Portfolio Advisors October 2013 - January 2014
Black, Mann & Graham LLP April 2013 - August 2013
REDC Default Solutions May 2011 - July 2012
AT&T November 2005 - December 2010
Skills
Non-profits, Microsoft Office, Microsoft Operating..., Loss Mitigation, Mortgage Lending, Nonprofits, Loans, FHA, Call Centers, Mortgage Servicing, Credit, Refinance, Foreclosures
Education
University of Phoenix 2004 — 2008
Bachelor's degree, Criminal Justice, 2.9
Burckhardt Compression March 2015 - Present
Progressive Waste Solutions September 2014 - February 2015
Wingspan Portfolio Advisors April 2013 - June 2014
Progressive Waste Solutions 2014 - 2014
Ellis County Emergency Management Services 2012 - April 2013
North Central Texas Council of Governments March 2010 - July 2012
Scarborough Renaissance Festival 2002 - 2012
Cyclone Anaya's Mexican Kitchen November 2007 - September 2009
Unitron, LP May 2006 - November 2007
Cain Food Industries, Inc. October 2005 - March 2006
Skills
Administrative..., Data Entry, Public Speaking, InDesign, Public Relations, Illustrator, Photoshop, Marketing, Online Marketing, PowerPoint, Notary Public, Proofreading, Graphic Design, Microsoft Publisher, Microsoft Excel, Advertising, Event Planning, Microsoft Office, Executive Level..., Microsoft CRM, Online Research, Customer Service, Office Management, Microsoft Suites, Professional Writing, Adobe Contribute, Adobe Acrobat, Management, Invoicing, Outlook, Newsletters, Sales, Editing, Adobe Creative Suite, Research, Photography, System Administration, Event Management, Creative Writing, Social Media, Travel Planning, Calendars, Digital Photography, Layout, Microsoft Word, Database Administration, Social Networking, Macromedia Contribute, Internet Research
Education
The University of Texas at Arlington 2011 — 2012
Bachelors of University Studies, Business, Social Sciences, and Art, 3.4
Navarro College 1992 — 1994
Associate Degree, Marketing, Graphic Arts, Art
Ocwen Financial Solutions May 2013 - Present
Homeward Residential, Inc. November 2011 - Present
Wingspan Portfolio Advisors June 2011 - October 2011
Plano Independent School District November 2007 - May 2011
Texas Department of Family and Protective Services August 2006 - July 2007
Skills
Mortgage Lending, Call Centers
Education
University of North Texas 2004 — 2006
Bachelor's degree, Social Work
University of North Texas 2002 — 2006
Bachelor's degree, Social Work
Catholic Stand July 2014 - Present
First American Mortgage Solutions August 2014 - November 2014
Wingspan Portfolio Advisors February 2012 - March 2014
Bank of America January 2008 - December 2010
GE Money Bank August 2006 - December 2007
Carlson Hospitality Worldwide 2003 - 2006
Skills
Customer Service, Microsoft Excel, Credit, Banking, Team Leadership, Team Building, Windows, Customer Satisfaction, Loan Modifications, Microsoft Word, Mortgage Servicing, Accounts Receivable, Inbound Marketing, Loans, Software Documentation, Security, Operations Management, Call Centers, Retail, Call Center, Microsoft Windows, PC, Hotel Booking
Education
University of Nebraska at Omaha 1993 — 1994
N/A, Sociology, 3.67
Northwest High School - Omaha, NE 1979 — 1982
High School Diploma, N/A
JPMorgan Chase March 2014 - Present
Wingspan Portfolio Advisors February 2013 - March 2014
JPMorgan Chase July 2010 - February 2013
Globe Wireless May 2005 - June 2010
Skills
Oracle PL/SQL..., SharePoint Designer, Business Analysis, MIS, Teradata, Microsoft SQL Server, Unix, Visual Basic, Toad, Unix Shell Scripting, Project Management, SharePoint, Process Improvement, Risk Management, PL/SQL, Access, Microsoft Excel, Oracle, Visio, Software Documentation, SQL, SDLC
Education
University of Louisville 1998 — 2000
Business Finance
Wingspan Portfolio Advisors January 2009 - April 2015
JPMorgan Chase January 2009 - October 2013
Skills
Customer Service, Management, Microsoft Office, Leadership, Microsoft Excel, Banking, Business Analysis, Financial Analysis, Analysis, Risk Management, Team Building, Credit, Portfolio Management, Project Management, Financial Services, Strategic Planning, Finance, Mortgage Lending, Investments, Process Improvement, Access, Asset Management, Vendor Management, Loans, Outlook, Call Centers, Due Diligence, Financial Modeling, Valuation, Mortgage Banking
Education
University of Louisiana at Monroe 1998 — 2003
Bachelor of Arts and Sciences, General Studies with my major concentration social sciences
Wingspan Portfolio Advisors November 2011 - 2014
Sweet Aroma Candles February 2006 - January 2012
Hilton Reservation Center April 2008 - November 2011
GoTechNow February 2007 - March 2008
White Hall Jewellers September 2006 - January 2007
Skills
Marketing Communications, Advertising, Customer Service, Microsoft Excel, Microsoft Office, Team Building, Sales, Outlook
Education
University of North Texas
BBA, Marketing
TruBridge December 2014 - Present
Wingspan Portfolio Advisors October 2013 - October 2014
Chase May 2012 - October 2014
Chase February 2010 - October 2013
Chase June 2009 - October 2013
Chase April 2009 - February 2010
Chase January 2005 - April 2009
Entergy July 2003 - December 2004
A & L Enterprise February 2003 - June 2003
Chase December 1999 - January 2002
Skills
Call Centers, Customer Satisfaction, Process Improvement, Team Building, Customer Service, Quality Assurance, Supervisory Skills, Training, Customer Retention, Vendor Management, Team Leadership, Management, Credit, Lotus Notes, Outlook, Time Management, Retail, Microsoft Office, Microsoft Word, Public Speaking, Networking, People Skills, Employee Relations, Employee Training, Quality Auditing, Training Delivery, PowerPoint, Presentations, Home Equity Lines of..., Home Equity Loans, Loan Modifications, Risk Management, Playwriting, Banking, Microsoft Publisher, Scheduling, Appointment Scheduling, Facilitation, Tra, Certified Trainer, Audit, Numeric Filing, Payment Systems, Electronic Payment..., Research, Data Entry, Meter Reading, Meter Data Management, Multi-line Phone, Interviews
Education
University of Louisiana at Monroe 1995 — 1998
Criminal Justice/Law Enforcement Administration
Rayville High School 1991 — 1995
State Diploma, State Required Curriculum
Wingspan Portfolio Advisors June 2013 - Present
Wingspan Portfolio Advisors 2013 - 2014
Skills
Corporate Communications, Regulatory Analysis, Research Proposals, Risk Assessment, Research, Public Relations, Strategic Planning, Event Management, Event Planning, Microsoft Office, Public Speaking, Social Media, Editing, Photoshop, Facebook, Social Networking
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), English Language and Literature, General
Credigy November 2014 - Present
GymCrew, LLC January 2009 - Present
Wingspan Portfolio Advisors March 2012 - October 2014
Wingspan Portfolio Advisors March 2012 - October 2014
Wingspan Portfolio Advisors March 2012 - October 2014
Saxon/Morgan Stanley April 2009 - March 2012
The Richards Group 2006 - 2007
Skills
Social Media, Marketing Strategy, Advertising, Marketing, Loss Mitigation, Sales Management, Short Sales, Customer Service, Sales, Account Management, Social Media Marketing, Public Speaking, Event Planning, Team Building, Business Development, Leadership, Online Marketing, Mortgage Banking
Education
The Ohio State University 2001 — 2006
Bachelor of Science (B.S.)
Pacific Union Financial, LLC December 2014 - Present
The WorkPlace Group January 2014 - October 2014
Wingspan Portfolio Advisors May 2012 - January 2014
Randstad Sourceright US May 2010 - May 2012
Randstad October 2007 - August 2009
Perot Systems September 2006 - April 2007
Skills
Recruiting, Applicant Tracking..., Human Resources, Hiring, Internet Recruiting, Talent Acquisition, Customer Service, Technical Recruiting, Screening, Temporary Staffing, Mortgage Lending, Sourcing, Temporary Placement, Vendor Management, System Administration, Management, Interviews, Accounting, Training, Job Fairs, Sales, Employee Relations, Coaching, High Volume Staffing, Leadership, Staffing Services, Data Entry, Team Building, Contract Negotiation, Finance
Education
Texas Woman's University
Bachelor of Science (B.S.)
Sogeti November 2014 - Present
Hitachi Consulting July 2013 - November 2014
Wingspan Portfolio Advisors May 2012 - August 2012
Austin Lane Technologies, Inc. June 2011 - March 2012
Skills
Windows, Network Administration, Information Technology, Network Security, Networking, Systems Analysis, Project Management, Data Analysis, Business Strategy, Governance, Software Development, SQL, C#, SDLC, HTML, SharePoint, Java, JavaScript, Microsoft Office, COBOL, Photoshop, CSS, Strategic Planning, MS Project, Public Speaking, InstallShield, Entity Framework, IT Management, Business Analysis, Microsoft SQL Server, ASP.NET, Consulting, Management, Leadership
Education
University of North Texas 2009 — 2013
Bachelor of Science (BS), Business Computer Information Systems
RHS
Wingspan Portfolio Advisors March 2013 - July 2013
CoreLogic August 2011 - March 2013
UTLS Default Services ( formerly LandAmerica OneStop DS) May 2011 - August 2011
US Small Business Administration 2006 - 2009
Prudential Financial 2004 - 2004
First Horizon Home Loans January 1999 - April 2003
Skills
Access, Customer Service, Financial Analysis, Mortgage Banking, Microsoft Word, Credit, Loan Servicing, FHA, Team Building, Outlook, Banking, Accounting, Data Analysis, Strategic Planning
Education
University of Houston 1977 — 1979
Jack Yates Sr. High 1975 — 1977
High School Diploma
Southwest Search September 2014 - Present
Sherwin Williams Paint Compa February 2014 - September 2014
Wingspan Portfolio Advisors May 2013 - February 2014
Premier Staffing, Inc./Heifer international /Temporary Assignment October 2012 - February 2013
Rent-A-Center Corporate Headquarters September 2010 - August 2011
Skills
Training, Customer Service, Recruiting, Management, Budgets, Data Analysis, Program Management, Project Planning, Microsoft Office, Time Management, Onboarding, Public Speaking, Microsoft Excel, Administrative..., Employee Relations, ShoreTel, Windows Live, Human Resources, Research, Sales, Employee Benefits, Coaching, Healthcare, Insurance, Leadership
Education
Webster University 2010 — 2012
Masters of Arts, Management Leadership
Webster University 2010 — 2012
Masters of Arts, Management Leadership
University of Arkansas at Pine Bluff 2004 — 2009
B.S., Business Adminstration/Marketing
Mark Shaw May 2014 - March 2015
Mark Shaw May 2014 - March 2015
Recovco Mortgage Management September 2013 - May 2014
Wingspan Portfolio Advisors February 2013 - July 2013
Accenture April 2012 - November 2012
Recovco Mortgage Management September 2011 - May 2012
FNMA-contract March 2011 - September 2011
Cognitive Options Group, LLC January 2010 - March 2011
Netbiz.com April 2010 - July 2010
RMG Global March 2008 - February 2010
Skills
Loss Mitigation, Mortgage Banking, Loans, Residential Mortgages, Mortgage Lending, Underwriting, Refinance, Credit Analysis, Banking, Credit, FHA, Loan Servicing, Mortgage Servicing, Loan Origination, Mortgage Underwriting, Analysis, Appraisals, Consumer Lending, Credit Risk, Due Diligence, FNMA, FHA financing, Financial Analysis, Finance, Fraud, Financial Risk, Home Equity Lines of..., Funding, Portfolio Management, Home Equity Loans, Risk Management, Risk Analysis, USDA, Securitization, VA loans, FHLMC, Subprime
Education
University of Phoenix 2009 — 2011
Going for my BA
Bank of America October 2014 - July 2015
Wingspan Portfolio Advisors October 2013 - July 2014
Wingspan Portfolio Advisors August 2012 - October 2013
American Honda Finance Corporation May 2011 - June 2012
Honda Financial Services June 2010 - June 2012
The Houston Jackson Group May 2010 - October 2010
Roberto R Alonzo, P.C August 2009 - May 2010
Habitat for Humanity April 2009 - June 2009
Robert H. Wiley April 2007 - January 2009
Skills
Customer Satisfaction, Customer Service, Human Resources, Management, Office Management, Policy, Research, Software Documentation, Training, Accounts Payable, Editing, Access, Data Entry, Outlook, Insurance, Time Management, Call Centers, Data Analysis, PowerPoint, Analysis, Administration
Education
University of North Texas 2007 — 2008
BA, Anthropology
University of North Texas 2007 — 2008
Bachelor of Arts, Anthropology
El Centro Community College 2003 — 2005
Associates of Science
Ennis High School 2001 — 2003
High School Diploma
Homesearch.com June 2014 - Present
Wingspan Portfolio Advisors April 2013 - May 2014
Vendor Resource Management November 2008 - April 2013
Ultima Real Estate January 2004 - October 2008
Apartment Avenue, USA January 2000 - November 2003
Gingiss Formalwear Dallas Galleria October 1994 - January 2000
Skills
Apartments, Appraisals, Asset Management, Contract Negotiation, Default, Disposition, Foreclosures, HUD, Leases, Management, Marketing, Marketing Strategy, Negotiation, Portfolio Management, REO, Real Estate, Rentals, Sales, Selling, Short Sales, Relocation, Loss Mitigation, Residential Homes, Sellers, Single Family Homes, Real Estate Transactions
Education
The University of Texas at Dallas 2003 — 2005
Bachelor of Science in Business Administration, Business Finance
Pioneer Natural Resources Company 2015 - Present
Pioneer Natural Resources Company 2013 - 2015
Wingspan Portfolio Advisors March 2013 - September 2013
Pinpoint January 2013 - March 2013
Skills
Microsoft Excel, SQL, Data Analysis, Microsoft Office, Research, Teamwork, Time Management, Organization, Critical Thinking, Training, Information Technology, Software Installation, Software Documentation, Software Project..., Troubleshooting, Leadership, Analysis
Education
University of Oklahoma - Price College of Business 2011 — 2012
MBA, Finance, MIS
Probe Ministries June 2013 - Present
Newbold Advisors April 2012 - Present
Wingspan Portfolio Advisors January 2012 - April 2012
Wingspan Consulting 2012 - 2012
Carlisle & Gallagher March 2010 - May 2011
Collin Central Appraisal District August 2003 - February 2010
Skills
Management Consulting, Business Analysis, Risk Management, CRM, Business Process..., Vendor Management, Financial Analysis, Process Improvement, SDLC, Change Management, Accounting, Team Building, Strategic Planning, Banking
Education
University of Central Missouri 1975 — 1978
BSBA, FINANCE
Hastings Senior High School, Hastings Ne.
Fannie Mae 2014 - Present
Wingspan Portfolio Advisors July 2013 - August 2014
Homeward Residential, Inc. February 2007 - June 2013
DaimlerChrysler Financial Services July 2006 - January 2007
21st Century Insurance 2004 - 2006
Zale October 2001 - May 2003
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, PeopleSoft, Financial Modeling, Forecasting, General Ledger, Auditing, Financial Accounting, 10 Key, Cash Management, Banking, Mortgage Servicing, Loans, Loan Servicing
Education
University of Southern Mississippi 1994 — 2000
Bachelor of Science, Accounting
Trinity Industries, Inc. February 2014 - Present
Wingspan Portfolio Advisors July 2012 - August 2013
Blockbuster June 2009 - June 2012
Epsilon April 2007 - March 2009
Blockbuster July 2006 - April 2007
Booz & Company January 2005 - July 2006
Blockbuster February 2004 - December 2004
Verizon November 1997 - November 2003
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Talent Management, Onboarding, Sourcing, Human Resources, Hiring, Management, Program Management, Temporary Placement, Interviews, Building Relationships, Employee Relations, Time Management, Internet Recruiting, Taleo
Education
The University of Texas at Austin
BS, Applied Learning and Development
Wingspan Portfolio Advisors October 2013 - Present
JPMorgan Chase April 2009 - Present
Alliance One Advertising January 2003 - January 2005
Skills
Vendor Management, Loans, Credit, Retail Banking, Banking, Business Analysis, Risk Management, Financial Services, Relationship Management, Call Centers, Mortgage Lending, Credit Risk, Portfolio Management
Education
University of Louisiana at Monroe 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Liberty Mutual Insurance / Safeco Ins March 2014 - Present
Aflac October 2013 - December 2013
Wingspan Portfolio Advisors May 2013 - October 2013
REDC Default Solutions July 2012 - April 2013
GMAC Mortgage March 2012 - June 2012
Carlisle & Gallagher Consulting Group 2011 - 2012
Litton September 2010 - September 2011
Litton June 2008 - September 2010
Avelo Mortgage / Litton Loan Servicing November 2007 - June 2008
Countrywide Mortgage / Bank of America June 2007 - September 2007
Skills
Loans, FHA, Foreclosures, Mortgage Lending, Refinance, Credit, FNMA, Finance, Team Management, Loan Servicing, Portfolio Management, Leadership, Short Sales, Default, Underwriting, Loss Mitigation, Management
Education
Santa Fe Community College, Santa Fe NM
Associate of Arts, Business Administration
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Arts, Marketing Management & General Management
First City Financial Corp April 2015 - Present
Wingspan Portfolio Advisors November 2012 - April 2015
Lorica Capital June 2012 - September 2012
Rockwood Investment Partners August 2011 - December 2011
Morgan Stanley Smith Barney February 2011 - August 2011
UT Dallas Comet Fund - Student Run Investment Fund May 2010 - May 2011
Skills
Valuation, Financial Analysis, Forecasting, Financial Modeling, Portfolio Management, Bloomberg, Investment Management, Modeling, Investments, Strategic Financial..., Corporate Finance, Business Valuation, Bloomberg Terminal, Equity Research, Economics, Equity Valuation, Private Equity, Capital IQ, Equities
Education
The University of Texas at Dallas - School of Management 2010 — 2011
Master of Science, Finance, 3.42 out of 4.00
University of North Texas 2005 — 2009
BBA, Entrepreneurship/Management, 3.88 out of 4.00 (Magna Cum Laude)
Wingspan Portfolio Advisors August 2014 - Present
Clayton Holdings LLC (Contract) June 2014 - August 2014
AmeriNational Community Services, Inc. (Contract) January 2014 - April 2014
Fifth Third Bank December 2012 - September 2013
JPMorgan Chase January 2011 - October 2012
The Law Office of Thomas Metevia March 2010 - November 2010
Washington Mutual/Chase (Contract) April 2009 - November 2009
Eagle Nationwide Mortgage Bank October 2008 - January 2009
Foundation Financial Group October 2007 - June 2008
Intercontinental Capital Group September 2006 - September 2007
Skills
Mortgage Underwriting, Mortgage Banking, Loss Mitigation, USDA, Analytics, Timely Decision Making, Appraisal Skills, Supervisory Skills, Mortgage Lending, Underwriting, FHA, Code Enforcement, Affordable Housing, Banking, Credit, Credit Analysis, Loans, Refinance, VA Loans, Residential Mortgages, Loan Origination
Education
University of North Florida 1986 — 1988
Bachelor of Arts (BA), Business Administration
Hillsborough Community College 1984 — 1986
Associate of Arts (AA), Business Administration
Stonegate Mortgage Corporation (NYSE: SGM) July 2014 - Present
Gateway Mortgage Group May 2013 - July 2014
Wingspan Portfolio Advisors January 2013 - May 2013
GMAC ResCap September 2012 - January 2013
Financemyhome.com September 2011 - September 2012
Southwest Funding September 2010 - September 2011
CRX Credit Services August 2009 - August 2010
James Jeter - Self Employed June 2008 - August 2009
LMI Funding March 2005 - June 2008
Supreme Lending January 2002 - February 2005
Skills
Mortgage Banking, USDA, FHA, Mortgage Lending, Refinance, VA loans, Residential Mortgages, Loan Origination, Loans, FHA financing, Reverse Mortgages, Credit, Investment Properties, Credit Analysis, First Time Home Buyers, Construction Loans, Banking, Underwriting, Government Loans, Certified Mortgage..., Finance, Real Estate Financing, Mortgage Underwriting, Home Equity Loans, Referrals, Loss Mitigation
Education
The University of Texas at Arlington
Pre-Architecture
Leesville High School 1991 — 1995
Wingspan Portfolio Advisors March 2012 - Present
University of North Texas August 2009 - November 2009
Pohl Recreation Center August 2007 - August 2009
Mary Kay Cosmetics June 2008 - July 2008
Subway May 2008 - July 2008
Dollar General May 2005 - August 2007
Education
University of North Texas 2007 — 2011
Bachelor of Science, Mathematics
Terrell High School 2003 — 2007
High School Diploma
Securus Technologies July 2014 - Present
Freelance Writer May 2014 - Present
Wingspan Portfolio Advisors February 2012 - May 2014
THE MCGRAW-HILL COMPANIES, INC February 1992 - January 2011
Enchanted Sea Images, Inc. 2001 - 2011
BENTON PUBLISHING COMPANY June 1981 - December 1991
Skills
Writing, Editing, Budgeting, Promotions, Publishing, Public Speaking, PowerPoint, Social Media, Public Relations, Customer Relations, Word, Microsoft Office, Customer Service, Research, Advertising, Outlook, Problem Solving, Event Planning, Facebook, Photoshop, Photography, Marketing Communications, Marketing Strategy, New Business Development, Team Building, Social Networking, Event Management, Press Releases, Copywriting, Coaching, Planning, Social Media Marketing, Corporate Communications, Media Relations, Teaching, Budgets, Publications, Journalism, Sales, Magazines, Newsletters, Editorial, Blogging, Online Marketing, Newspapers, Copy Editing, Video, Content Management, Management, Technical Writing
Education
University of Arkansas at Fayetteville 1976 — 1981
Bachelor of Arts (B.A.), Journalism
University of Arkansas
B.A, Journalism
Flippin High School 1974 — 1976
Consultant / Independent 2014 - Present
Fujitsu Technology Solutions May 2014 - July 2015
Wingspan Portfolio Advisors August 2013 - March 2014
Wingspan Portfolio Advisors August 2012 - August 2013
T-Mobile September 2009 - June 2012
West Corporation May 2009 - August 2009
Alorica August 2008 - January 2009
United States Air Force August 2001 - March 2005
Skills
Customer Service, Microsoft Office, Troubleshooting, Leadership, Networking, Electronics, Technical Support, Soldering, Blackberry OS, Android, Customer Experience, Telecommunications, Wireless, Call Center, Avionics, Windows OS, Help Desk Support, Operating Systems, Wireless Networking, Cellular Communications, Avaya, Mobile Communications, Data Entry, Cabling, Software Installation, Administration, Windows 7, Time Management, Information Technology, VPN, TCP/IP, Citrix, Computer Network..., Routers, Remote Desktop, Windows XP, Laptops, System Administration, Active Directory, Blackberry, Salesforce.com, Hardware, Computer Hardware, iPhone, Mac OS, Active DoD Secret...
Education
Tulsa Community College 2009 — 2009
General Studies
Jenks High School 1991 — 1995
Diploma, Business
A Smart Move Mortgage, LLC March 2015 - Present
Wingspan Portfolio Advisors October 2013 - Present
Chase May 2001 - October 2013
Glenwood Regional Medical Center June 1999 - May 2001
University of Louisiana at Monroe August 1991 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Leadership, Training, Residential Mortgages, Mortgage Industry, Loans
Education
University of Louisiana at Monroe
Bachelor of Business Administration (B.B.A.), Management
Ebby Halliday, Realtors October 2014 - Present
Wingspan Portfolio Advisors February 2013 - July 2014
WRES June 2012 - February 2013
PremiumAudit.com January 2007 - June 2012
Havertys Furniture May 2005 - January 2007
Keller Williams Realty Plano January 1997 - 2005
Purple Pony April 1995 - May 1999
Van Zandt Realtors January 1990 - August 1992
Skills
Contract Negotiation, Marketing Strategy, Real Estate Transactions, Real Estate, Business Strategy, Operations Management, Customer Service, Home Staging, Sales, Streamlining Operations, New Business Development, Quality Assurance, Microsoft Excel, Microsoft Office, Financial Reporting, Public Speaking, Process Improvement, Interior Design, Cross-functional Team..., Training and Devopment, Employee Management, Mortgage Servicing, Loss Mitigation, Home Retention, Auditing, Sellers, Residential Homes, Negotiation
Education
University of North Texas
Ocwen Loan Servicing, LLC March 2014 - Present
Wingspan Portfolio Advisors August 2013 - January 2014
Homeward Residential/ Ocwen January 2009 - March 2013
First American (FALMS) December 2006 - January 2009
Skills
Loss Mitigation, Loan Modifications, Regulatory Affairs, Congressional Affairs, Attorney General Affairs, Collections, Call Center, Escalation Resolution, Escalation Process, Research, Foreclosures, Escrow, Call Centers, Loans, Mortgage Lending, HAMP, Management, Account Management, LPS Desktop, LPS, Loan Servicing, Customer Retention, Default, Residential Homes, Home Retention, FDCPA, Legal Research, Legal Writing, Legal Documents, Short Sales, Mortgage Banking, Financial Risk, Mortgage Underwriting, Credit, Analysis, Credit Analysis, Residential Mortgages, Loan Origination, Credit Risk, Portfolio Management, Leadership, FHA, Risk Management, Mortgage Servicing, Bankruptcy, Banking, Customer Service, Underwriting, Process Improvement
Education
University of Phoenix 2007 — 2009
Associate's degree, Business Administration and Management, General
Wingspan Portfolio Advisors February 2012 - January 2014
CuDerm Corporation July 2011 - January 2012
Education
University of North Texas 2014 — 2017
Bachelor’s Degree, Business Administration and Management, General
TrustHCS August 2015 - Present
Christian Care Ministry May 2015 - August 2015
Wingspan Portfolio Advisors March 2013 - May 2015
JP Morgan Chase October 2011 - March 2013
Space Coast Credit Union November 2008 - October 2011
Riverside National Bank of Florida May 1999 - September 2008
Skills
Customer Service, Leadership, Credit, Sales, Mortgage Lending, Loans, Refinance, Microsoft Office, Banking, FHA, Negotiation, Team Leadership, medical coding, Auditing
Education
AAPC 2014 — 2015
Physician Coding for CPC Certification, A
University of Phoenix 2008 — 2009
Graduate Certificate, Human Resources Management and Services
University of Central Florida 2002 — 2005
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase March 2013 - Present
JPMorgan Chase February 2012 - March 2013
Wingspan Portfolio Advisors February 2011 - October 2012
Wingspan Portfolio Advisors November 2011 - February 2012
Wingspan Portfolio Advisors January 2011 - 2011
Wingspan Portfolio Advisors March 2010 - October 2010
Prodovis Mortgage LLC June 2006 - January 2010
United Family Martial Arts & Fitness January 1998 - June 2006
Skills
Mortgage Banking, Loss Mitigation, Loan Servicing, Mortgage Lending, Management, Mortgage Servicing, Customer Service, Loan Modifications, Portfolio Management, Default, Foreclosures, Credit, Microsoft Office, Mortgage Underwriting, Call Centers, Customer Satisfaction, Training, Loan Origination, LPS, FHA, Negotiation, Microsoft Excel, Spanish-speaking, Home Retention, Deed in Lieu, Call Center, Time Management, VA loans, Asset Management, Coaching, Leadership, Customer Oriented, Customer Support, Customer Retention, Life Coaching, MERS, HAFA, Forbearance, Charge Offs, FDCPA, Gramm-Leach-Bliley, HAMP, Short Sales, FHLMC, Hiring, FNMA, Regulation X, Collections, Educational Leadership, Coaching Staff
Education
University of North Texas 1990 — 1994
Bachelor of Fine Arts (B.F.A.) Direction / Communication / Marketing, Communication and Media Studies
Rushmore Loan Management Services LLC August 2015 - Present
ServiceLink, a Black Knight company July 2014 - July 2015
Wingspan Portfolio Advisors April 2013 - January 2014
REDC May 2011 - April 2013
GMAC Mortgage April 2006 - January 2011
Homecomings Financial November 2005 - April 2006
Homecomings Financial May 2003 - November 2005
Homecomings Financial September 2002 - May 2003
Homecomings Financial March 2000 - September 2002
GMAC Mortgage October 1998 - December 1999
Skills
Loss Mitigation, Workout, Servicing, Foreclosures, Mortgage Industry, Short Sales, Mortgage Servicing, Loans, Mortgage Insurance, Default, Liquidation, Mortgage, Investors, Mortgage Lending, Analysts, Management, Relationship..., FHA financing, Management Development, Loan Servicing, Real Estate, Portfolio Management, Mortgage Underwriting, Mortgage Banking, Investment Properties, Residential Mortgages, FHA, Refinance, Credit, Asset Management, Loan Origination, Loan Modifications, Bankruptcy, FNMA, Government Loans, Real Estate Transactions, Property, Negotiation, Credit Risk, Deed in Lieu, Escrow, Banking, Customer Service, Risk Management, Analysis, FHA Financing
Education
University of California, Riverside 1987 — 1991
Bachelor of Science, Business Administration
Gompers Secondary
Kevin Buchanan & Associates, P.L.L.C. June 2014 - Present
Travis County Intergovernmental Relations January 2015 - June 2015
Wingspan Portfolio Advisors November 2011 - August 2013
Skills
Training, Public Speaking, PowerPoint, Adobe Creative Suite, Talent Scouting, Social Networking, Research, Sports, Microsoft Word, Event Planning, Microsoft Excel, Social Media, Outlook, Facebook
Education
Thurgood Marshall School of Law 2013 — 2016
J.D. Candidate, Law
The University of Texas at Austin 2006 — 2010
B.A., Economics and Government
Wingspan Portfolio Advisors October 2011 - Present
Amscot Financial 2010 - 2011
Walgreens 2001 - 2010
Skills
Notary Public, Customer Service, Mortgage Servicing, Loss Mitigation, Call Centers, Telephone Skills, Multi Tasking, Proficient Typing Skills, People Skills, People-oriented, Dependable Team Player, Organized self-starter, Highly motivated..., Data Entry, Leadership, Microsoft Word, Typing
Education
University of North Florida 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Online for Life June 2015 - Present
Wingspan Portfolio Advisors May 2011 - June 2015
Pinnacle Technical Resources September 2007 - May 2011
The University of Dallas January 2005 - May 2007
Southern Methodist University July 2000 - July 2004
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Training, Leadership Development, Talent Acquisition, Performance Management, HRIS, Talent Management, Vendor Management, Technical Recruiting, Onboarding, Employee Benefits, College Recruiting, Management, Interviews
Education
The University of Dallas 2005 — 2007
MS, Human Resources
The University of Texas at Austin 1993 — 1997
BA, Music
Toyota of Dallas 2015 - Present
Single Source, Inc. December 2013 - May 2015
Springleaf Financial Services June 2013 - August 2013
Wingspan Portfolio Advisors August 2012 - June 2013
American Home Mortgage Servicing November 2011 - May 2012
MetLife Home Loans November 2007 - November 2011
EMC Mortgage 2001 - 2006
Skills
Mortgage Servicing, Loan Servicing, Default, Call Center, FHA, PeopleSoft, Visio, Training, Operations Management, Customer Service, Coaching, Management, Outlook, Quality Assurance, Lotus Notes, Team Leadership, Leadership Development, Loss Mitigation
Education
The University of Texas at Arlington
Aspire Financial QA Analyst-Foreclosure and BankruptcyWingspan Portfolio AdvisorsOctober 2012 - April 2013
Wingspan Portfolio Advisors March 2012 - October 2012
Morgan Stanley Wealth Management August 2011 - March 2012
Fidelity Investments February 2011 - July 2011
Sam's Creations 2007 - 2009
Skills
Strategic Financial..., Business Analysis, Financial Analysis, PowerPoint, Loans, Mortgage Lending, Risk Management, Microsoft Office, Credit
Education
University of North Texas 2007 — 2010
Bachelors, Political Science
Ocwen Financial Corporation - US August 2015 - Present
loanDepot November 2014 - April 2015
loanDepot October 2013 - November 2014
Wingspan Portfolio Advisors October 2012 - October 2013
Nationstar Mortgage April 2012 - October 2012
Saxon Mortgage July 2011 - March 2012
Saxon Mortgage November 2010 - July 2011
Saxon Mortgage January 2010 - November 2010
Skills
Excel, Project Coordination, Analysis, LPS, Loss Mitigation, Loan Servicing, Loans, Call Center, Short Sales, Microsoft Excel, Mortgage Servicing, Mortgage Banking, Default, Risk Management, Visio, Vendor Management, Call Centers, Portfolio Management, Banking, Customer Service, Compliance, Procedure Development, Policy Writing, Policy Analysis, Oversight, Credit, Management, Training, Quality Assurance, Business Development, Residential Mortgages, Financial Services, Sales, Negotiation, Executive Management, Mortgage Lending, Loan Origination, FHA, Refinance
Education
Texas Woman's University 2008 — 2009
Communication Sciences and Disoders, Speech Pathology
FirstCity Financial Corporation March 2015 - Present
Pacific Union Financial March 2014 - February 2015
Wingspan Portfolio Advisors March 2012 - January 2014
McCalla Raymer May 2009 - March 2011
Berg Group, LLC May 2006 - April 2009
Credigy Solutions May 2005 - April 2006
Wilshire Credit Corporation (now Seterus) March 1997 - February 2005
Ocwen March 1993 - March 1997
Skills
Business Analysis, Process Improvement, Project Management, Re-engineering, People Management, Change Management, Process Management, Mortgage Servicing, Loan Servicing, Residential Mortgages, Securitizations, Law Firm Operations, Operations Management, IT Management, Facilities Management, Executive Management, Mortgage Analytics, Business Intelligence, Data Warehousing, Corporate Finance, Financial Accounting, Accounts Receivable, Cost Analysis, Excel Power User, MS Access, MS Project, SharePoint, Agile, SQL Server, Database Design, Relational Databases, Application Design, Application Development..., Document Imaging, Insurance Planning, Offshoring, Web Development, Vendor Management, Management, Leadership, Banking, Microsoft Excel, Risk Management
Education
University of Georgia - Terry College of Business 1987 — 1989
MBA, Corporate Finance and Information Systems
University of Virginia 1983 — 1987
BA, Sociology, Psychology
Phoenix Collateral Advisors May 2014 - Present
Fair Oaks Consulting, LLC September 2013 - April 2014
Wingspan Portfolio Advisors May 2013 - August 2013
AMRES Solutions October 2012 - April 2013
Clayton May 2002 - September 2012
Skills
Portfolio Management, Asset Allocation, Wealth Management, Financial Analysis, Strategic Financial..., Equities, Asset Managment, Fixed Income, Financial Modeling
Education
CFA Institute 2009 — 2011
Level III Candidate
The Colorado College 1998 — 2002
BA, Economics
University of Denver - Daniels College of Business 2004 — 2007
MBA
Wingspan Portfolio Advisors February 2013 - Present
JPMorgan Chase December 2009 - February 2013
JPMorgan Chase July 2009 - December 2009
NRT Reoexperts, LLC January 2008 - April 2009
Washington Mutual 2004 - 2007
Ocwen Financial Corporation 2002 - 2003
Federal Home Realty 2000 - 2003
Skills
Asset Management, Valuation, Loss Mitigation, Portfolio Management, Mortgage Banking, Real Estate, Residential Mortgages
Education
The University of Akron 1983 — 1986
Bachelor of Science (BS), Finance, General
Performance & Operational Management Consulting LLC July 2015 - Present
Wingspan Portfolio Advisors May 2013 - June 2015
Bank of America March 2010 - May 2013
Wachovia Dealer Services November 2007 - July 2009
Countrywide April 2004 - September 2007
Capital One Auto Finance August 2000 - April 2004
Enterprise Rent-a-Car October 1996 - August 2000
Skills
Credit, Loans, Loss Mitigation, Mortgage Banking, Site Management, Sales Management, Salesforce.com, Team Building, Credit Risk, Operations Management, Credit Cards, Fullfillment, Project Management, Process Improvement, Mortgage Underwriting, Dealer Relationships, Call Centers, Branch Management, Military, B2B Marketing, Training, Collections, Repossessions, Strategic Planning, Mortgage Lending, Banking, Cross-functional Team..., Customer Retention, FHA, Portfolio Management, Refinance
Education
The University of Texas at El Paso
Wingspan Portfolio Advisors LLC January 2013 - Present
Wingspan Portfolio Advisors August 2012 - Present
T-Mobile 2008 - August 2012
Verizon 2006 - 2007
Verizon 1978 - 2007
Skills
Critical Infrastructure, Budget Planning &..., Third Party Vendor..., Business Continuity..., Emergency Management, Capital Improvements/TI, - Energy Reduction &..., - Security Team/Systems, Energy Management, Management, Capital, Facilities Management, Energy, Security, Budgets, Project Planning, Data Center, Vendor Management, Contract Negotiation, Project Management, Process Improvement, Customer Satisfaction, Team Building, Operations Management, Troubleshooting, Time Management, Training, Call Centers, HVAC, Contract Management, Team Leadership, Business Planning, Forecasting, Process Scheduler, Cross-functional Team..., Continuous Improvement, Change Management, Outsourcing, Program Management, Customer Retention, Negotiation, Performance Management, Risk Management, Purchasing, Strategic Planning
Education
Oxnard City College 1984 — 1985
n/a, Business Administration and Management, General
University of Guam 1975 — 1975
n/a, Technical matamatics
Texas Capital Bank March 2015 - Present
Wingspan Portfolio Advisors March 2013 - Present
Vericrest Financial, Inc. November 2011 - March 2013
Nationstar Mortgage July 2000 - November 2011
Centex Home Equity 2000 - 2005
CTX Mortgage Company, LLC 2000 - November 2001
FirstPlus Financial 1994 - 1997
Skills
SharePoint, SDLC, Vendor Management, Business Analysis, Process Improvement, Business Intelligence, Microsoft SQL Server, Visio, Integration, Enterprise Architecture, Financial Services, SSRS, SharePoint Designer, Information Technology, Project Management, Risk Management, SQL, Portfolio Management, Leadership, ITIL, Business Process..., Outsourcing, PMO, Project Portfolio..., Executive Management, Management, IT Strategy, CRM, Access, Change Management, Analysis, Requirements Gathering, Analytics, Business Process, Requirements Analysis, IT Management, Data Warehousing, Banking, Business Requirements, Program Management, Team Leadership, SSIS, Governance, PMP, Software Project..., Databases, Software Documentation, Software Development, MS Project, ETL
Education
The University of Texas at Dallas 1990 — 1992
Bachelor of Arts (BA), English Language and Literature, General
Wingspan Portfolio Advisors January 2015 - June 2015
Wingspan Portfolio Advisors June 2011 - December 2014
Wingspan Portfolio Advisors January 2010 - May 2011
Wingspan Portfolio Advisors September 2008 - December 2009
EMC Mortgage February 2008 - September 2008
Real Time Resolutions, Inc. September 2002 - February 2008
Skills
Mortgage Servicing, Loss Mitigation, Mortgage Lending, Loan Servicing, Mortgage Banking, Loans, Residential Mortgages, Default, Leadership, Real Estate, Foreclosures, REO, Management, Loan Origination, Short Sales, Loan Modifications, FHA, Real Estate Transactions, Asset Management, Valuation, Risk Management, Investment Properties, Portfolio Management, Underwriting, Banking, Credit, Refinance, Mortgage Underwriting, FHA financing
Education
The University of Kansas 1998 — 2002
Bachelors, Business Communications
Epsilon February 2014 - Present
Wingspan Portfolio Advisors October 2012 - February 2014
Nationstar Mortgage April 2011 - October 2012
MetLife September 2005 - March 2011
Pilgrim's Pride November 2003 - September 2005
ConAgra Foods Poultry Group December 1996 - November 2003
ConAgra Foods Poultry Group December 1996 - November 2003
Skills
Citrix, Microsoft Technologies, Disaster Recovery, IT Audit, Active Directory, System Administration, Software Documentation, Virtualization, Windows Server, Enterprise Architecture, VMware, Data Center, Troubleshooting
Education
University of North Carolina at Asheville 1990 — 1994
BS, Management
Wingspan Portfolio Advisors May 2012 - Present
Wingspan Portfolio Advisors August 2011 - July 2012
Wingspan Portfolio Advisors April 2011 - July 2011
Wingspan Portfolio Advisors June 2010 - January 2011
Education
University of North Texas 2006 — 2010
Bachelors, Finance
Wingspan Portfolio Advisors February 2013 - Present
JPMorgan Chase October 2011 - January 2013
Bankers Life and Casualty March 2009 - October 2011
The Real Estate Connectors September 2005 - June 2007
Skills
Term Life Insurance, Insurance, Long-term Care, Fixed Annuities, Whole Life, Life Insurance, Health Insurance, Disability Insurance, Real Estate, Long Term Care Insurance, Medicare, Underwriting, Customer Service, Sales, Team Building, Microsoft Word, Microsoft Excel, Property Management, Outlook, Time Management, Asset Management, Strategic Financial..., Estate Planning, Mutual Funds, Small Business, Mortgage Lending, Cold Calling, Risk Management, Retirement Planning, Account Management, Selling, Leadership, Financial Analysis, Sales Management, Strategic Planning, Property, Marketing, Training, 401k, Credit, Securities, Loans, Customer Satisfaction, Investments, Series 7, Retirement, Finance
Education
Maryland Drafting Institute 1987 — 1989
Associate's degree
University of Maryland College Park 1982 — 1985
Architecture
Wingspan Portfolio Advisors December 2013 - February 2015
First American Mortgage Services August 2012 - November 2013
LPS Loan Servicing Solutions July 2008 - August 2012
Fidelity National Financial/FNIS April 1990 - July 2008
Chicago Title Insurance Company January 1988 - April 1990
Skills
Sales, New Business Development, Sales Management, Insurance, Contract Negotiation, Real Estate, Finance, Account Management, Asset Management, Budgets, Business Development, Capital Markets, Default, Due Diligence, Foreclosures, Investment Properties, Investors, Leadership, Loan Origination, Loan Servicing, Loss Mitigation, Management, Marketing, Mortgage Banking, Mortgage Servicing, Outsourcing, Portfolio Management, Process Improvement, REO, Risk Management, Selling, Strategy, Team Building, Title Insurance, Valuation
Education
Universidad Europea
Business
PrimeLending 2015 - Present
Alliance Data 2014 - 2015
Wingspan Portfolio Advisors 2012 - 2014
MetLife 2011 - 2012
Bank of America 2004 - 2011
TXI 1999 - 2003
Enterprise Rent-A-Car 1998 - 2000
Mid-State Aerospace 1990 - 1991
Skills
Personnel Management, Mortgage Lending, Deferred Compensation, Risk Management, Mortgage Banking, Human Resources, Finance, Employee Benefits, Incentive Programs, PeopleSoft, Lotus Notes, Payroll, Management, Banking, Process Improvement, Training, Financial Analysis, Mortgage Underwriting, Analysis, Credit, Benefits Administration, ADP Payroll, Access, Accounting, Loss Mitigation, Leadership, Loans, Loan Origination, Residential Mortgages, Mortgage Servicing, Strategic Financial..., Loan Servicing, HRIS
Education
University of Arkansas at Pine Bluff 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Finance
University of Arkansas at Pine Bluff
Bachelor of Science, Finance and Management
University of Phoenix
Cypress Resources February 2015 - Present
Chase 2014 - 2015
Chase May 2013 - February 2014
Wingspan Portfolio Advisors February 2013 - August 2013
Promontory Financial Group, LLC October 2011 - January 2013
TCBA 2010 - 2011
GreenPoint Mortgage 2005 - 2007
GreenPoint Mortgage 2005 - 2007
Skills
Banking, Financial Analysis, Leadership, Portfolio Management, Project Management, Microsoft Office, Credit Risk, Microsoft Excel, Team Building, Risk Management, Retail Banking, Management, Financial Risk, Cash Management, Software Documentation, Training, Sales, Outlook, Credit Cards, Human Resources, Aml, Anti Money Laundering, Enhanced Due Diligence, Banking Compliance, KYC, Fraud Detection, Fraud Investigations, Regulatory Compliance, Complaint Management, Mortgage Industry, Mortgage Banking, Mortgage Underwriting, Due Diligence, Customer Service, Financial Services, Consumer Lending, Loss Mitigation, Finance
Education
University of Central Oklahoma 1981 — 1995
Finance and Financial Management Services
ACAMS
University of Central Oklahoma
Bachelor of Science (B.S.), Banking and Financial Support Services
Dallas Cowboys August 2013 - Present
Wingspan Portfolio Advisors October 2013 - Present
GEICO July 2012 - October 2013
Walmart July 2010 - July 2012
Walmart July 2008 - July 2010
Skills
Inventory Management, Merchandising, Microsoft Excel, Microsoft Office, Sales, Outlook, Purchasing, Customer Service, Access, Customer Satisfaction, Data Entry, Microsoft Word, PowerPoint, Time Management, Telephone Skills
Education
University of North Texas 2005 — 2012
Bachelor of Applied Arts and Sciences, Emergency Management, Public Administration, General Business
Agility 360 2014 - Present
Wingspan Portfolio Advisors 2011 - 2013
Provident Funding Associates L.P. 2006 - 2009
Citi 2002 - 2005
Skills
Mortgage Lending, Mortgage Servicing, Loss Mitigation, Portfolio Management, Loans, Loan Servicing, Mortgage Banking, Credit, Risk Management, Insurance, Banking, Due Diligence, Financial Analysis, Managerial Finance, Vendor Management, Process Improvement, Change Management, Management Consulting, Performance Management, Coaching, Sales, Analysis, Financial Risk, Finance, Loan Origination, Business Development, Valuation, Financial Modeling, Residential Mortgages, Financial Services
Education
The University of Dallas 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 2000 — 2005
Finance & Management, Bachelor of Business Administration
Wingspan Portfolio Advisors January 2013 - January 2014
Bank of America March 2011 - January 2013
Bank of America February 2009 - February 2011
WestStar Mortgage April 2008 - November 2008
PMI Group July 2006 - September 2007
Papillion Solutions January 2004 - June 2006
Mercury Mortgage Co., Inc. January 1994 - December 2004
Self Employed as Real Estate Appraiser January 1981 - December 1993
Skills
Loans, Underwriting, Commercial Lending, Loan Origination, Mortgage Banking, FHA, Risk Management, Banking, Commercial Banking, Refinance, Credit Risk, Financial Analysis, Credit Analysis, Credit, Mortgage Lending
Education
Tulsa Community College 1977 — 1979
No degree, General
Credit Union of Texas March 2015 - Present
Wingspan Portfolio Advisors September 2013 - March 2015
Nationstar Mortgage July 2013 - September 2013
J.P. Morgan February 2013 - June 2013
Supreme Lending 2004 - 2008
BSM Financial October 2001 - December 2003
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Accounts..., General Ledger, Bank Reconciliation, Account Reconciliation, Customer Service, Payment Services, Variance Reports, Financial Reporting
Education
The University of South Dakota 2008 — 2012
Masters of Professional Accountancy
The University of South Dakota 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Homesearch.com February 2014 - Present
Wingspan Portfolio Advisors May 2013 - February 2014
VRM Mortgage Services August 2009 - May 2013
Keller Williams January 2004 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Photoshop, REO, Short Sales, Real Estate Transactions
Education
University of North Texas 1981 — 1983
Some College, Business/Commerce, General
Wingspan Portfolio Advisors 2011 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Exchange, Microsoft Word, LPS, AS400 system, LAMP, Enterprise Content..., PowerPoint
Education
University of North Texas 2007 — 2010
Business Administration and Management, General
Wingspan Portfolio Advisors June 2011 - Present
Skills
Business Analysis, Management, Customer Service, Microsoft Office, Process Improvement, Microsoft Excel, Leadership, Banking, Analysis, Vendor Management
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Science (B.S.), Advertising
Wingspan Portfolio Advisors October 2013 - Present
JPMorgan Chase May 2010 - October 2013
Skills
Call Centers, Mortgage Lending, Customer Service, Microsoft Excel, Mortgage Banking, Microsoft Office, Microsoft Word, Outlook, Access, Mortgage Servicing, Customer Satisfaction
Education
University of Phoenix 2009 — 2010
Associates in Communication, Mass Communication/Media Studies
Ocwen Financial Corporation August 2014 - Present
Wingspan Portfolio Advisors 2012 - 2014
Alpha 1 Tree Service 2007 - 2011
First United Bank 2003 - 2006
Skills
Quality Assurance, Mortgage Lending, Risk Management, Mortgage Banking, Process Improvement, Finance, Training, Leadership, Mortgage Servicing, Banking, Call Centers, Credit, Customer Service, Loans, Microsoft Excel, Portfolio Management
Education
University of North Texas
Coursework in pursuit of a Bachelor of Science, Finance
Wingspan Portfolio Advisors 2012 - 2014
Walgreens September 2007 - March 2008
Skills
Computers, Microsoft Excel, Microsoft Word, Mortgage Servicing, Customer Service, Quality Control, 10 Key, Loans, Microsoft Office, Typing, Coaching, Employee Training, Information Analysis
Education
Home Schooled
GED
The University of Kansas
Wingspan Portfolio Advisors June 2013 - May 2014
Wingspan Portfolio Advisors March 2012 - June 2013
Citi August 2006 - March 2012
Citi August 2005 - August 2006
Citi November 2004 - August 2005
Skills
Banking, Credit, FHA, Financial Risk, Loans, Loss Mitigation, Management, Mortgage Lending, Portfolio Management, Risk Management, Customer Service, Leadership, Loan Servicing, Mortgage Banking, Process Improvement, Vendor Management
Education
University of Houston
University of Houston
Louisiana Department of Health and Hospitals February 2015 - Present
Wingspan Portfolio Advisors October 2013 - October 2014
JPMorgan Chase & Co. December 2008 - October 2013
Williamson Industries January 2002 - July 2008
Skills
Training & Development, Instructional Design, Management, Team Building, Training Facilitation, Customer Service, Customer Satisfaction, Human Resources, Microsoft Office, Project Management, Skilled Multi-tasker, Leadership, Mortgage Banking, Public Speaking, Microsoft Word, PowerPoint, Access, Quick Study, Consulting, Interviews, Writing, Professional..., People Skills, Sales, Microsoft Excel, Reporting & Analysis, Organization Skills, Medicaid, Job Coaching, Confidentiality, Escalation Resolution, Problem Solving, Interpersonal Skills
Education
University of Louisiana at Monroe 2010 — 2015
Bachelor’s Degree, Psychology
Riverfield Academy 1996 — 2000
High School