Experience

American National Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• Senior Vice President

  • Sep 2022 - Present



Nest-Invest

• McKinney, Texas

• Managing Member

  • Jul 2013 - Present

  Nest-Invest is a crowdfunding site designed to create homeownership by utilizing social media to raise money for a down payment on a new home through the wedding process. This site will revolutionize the home buying process for those that don't have money for a down payment by allowing couples to easily register for and receive funds from friends and family electronically. Please feel free to visit us at www.Nest-Invest.com Nest-Invest is a crowdfunding site designed to create homeownership by utilizing social media to raise money for a down payment on a new home through the wedding process. This site will revolutionize the home buying process for those that don't have money for a down payment by allowing couples to easily register for and receive funds from friends and family electronically. Please feel free to visit us at www.Nest-Invest.com



Bruegel Gallery

• Entrepreneur

  • Jan 2010 - Present



FNBO

• United States
• Banking
• 700 & Above Employee

• Mortgage Sales Manager DFW Market

  • Sep 2013 - Aug 2022



Patriot Bank

• Allen, Texas

• Mortgage Branch Manager

  • Nov 2012 - Aug 2013

  Responsible for leading the mortgage production across the North DFW Metroplex (Allen/McKinney/Frisco and Plano, Texas). I'm responsible for executing on the strategic business plan to promote and market the firm's mortgage products to clients inside and outside the branch; attain mortgage lending goals; generate profit, manage and grow a team of producing Mortgage Loan Officers. Manage a team of 10-14 residential loan officers and Provide overall sales leadership, manage and coach key… Show more Responsible for leading the mortgage production across the North DFW Metroplex (Allen/McKinney/Frisco and Plano, Texas). I'm responsible for executing on the strategic business plan to promote and market the firm's mortgage products to clients inside and outside the branch; attain mortgage lending goals; generate profit, manage and grow a team of producing Mortgage Loan Officers. Manage a team of 10-14 residential loan officers and Provide overall sales leadership, manage and coach key behaviors. Monitor that exemplary customer service is exhibited. Ensure education and employee development. Achieve production targets. Experienced in building strong relationships with internal business partners. Excellent working knowledge of the originations market. Strong knowledge of current environment underwriting standards and loan fulfillment processes. Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan. Successfully recruit, interview, hire, develop and retain loan officers Show less Responsible for leading the mortgage production across the North DFW Metroplex (Allen/McKinney/Frisco and Plano, Texas). I'm responsible for executing on the strategic business plan to promote and market the firm's mortgage products to clients inside and outside the branch; attain mortgage lending goals; generate profit, manage and grow a team of producing Mortgage Loan Officers. Manage a team of 10-14 residential loan officers and Provide overall sales leadership, manage and coach key… Show more Responsible for leading the mortgage production across the North DFW Metroplex (Allen/McKinney/Frisco and Plano, Texas). I'm responsible for executing on the strategic business plan to promote and market the firm's mortgage products to clients inside and outside the branch; attain mortgage lending goals; generate profit, manage and grow a team of producing Mortgage Loan Officers. Manage a team of 10-14 residential loan officers and Provide overall sales leadership, manage and coach key behaviors. Monitor that exemplary customer service is exhibited. Ensure education and employee development. Achieve production targets. Experienced in building strong relationships with internal business partners. Excellent working knowledge of the originations market. Strong knowledge of current environment underwriting standards and loan fulfillment processes. Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan. Successfully recruit, interview, hire, develop and retain loan officers Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Lending Manager

  • Feb 2011 - Nov 2012

  Responsible for overseeing all mortgage banking activity in Allen and McKinney Texas

• Mortgage Loan Officer

  • Jul 2010 - Jan 2011

  As a Mortgage Loan Officer (MLO) I proactively solicit new residential mortgage business and sell JP Morgan Chase mortgage products to meet established loan quality and production goals. I continually identify, develop and maintain a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. My networks consist of real estate professionals, builders, professional and personal contacts, as well as other valuable referral… Show more As a Mortgage Loan Officer (MLO) I proactively solicit new residential mortgage business and sell JP Morgan Chase mortgage products to meet established loan quality and production goals. I continually identify, develop and maintain a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. My networks consist of real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources. I continue regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations. I often respond to customer inquiries and referrals that are generated from both my own contacts and from other JP Morgan Chase business channels. I conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information. I ensure exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. I also sell direct to customers and solicit customers indirectly through third parties such as builders/developers or realtors



Bank of America

• United States
• Banking
• 700 & Above Employee

• Loan Officer

  • Feb 2009 - Jul 2010

• Account Executive

  • Oct 2007 - Feb 2009

  Solicit leads from business partners, attorneys, title companies, and realtors. Consult with clients seeking to refinance or purchase property and help customers determine the best loan product for their budget. Provide expert consultation and aggressively sell mortgage products. Pre-qualify/pre-approve loans, evaluate applications, and review credit history to determine loan risk. Monitor loans carefully from application to closing; manage pipeline to track deals in progress. Ensure collection… Show more Solicit leads from business partners, attorneys, title companies, and realtors. Consult with clients seeking to refinance or purchase property and help customers determine the best loan product for their budget. Provide expert consultation and aggressively sell mortgage products. Pre-qualify/pre-approve loans, evaluate applications, and review credit history to determine loan risk. Monitor loans carefully from application to closing; manage pipeline to track deals in progress. Ensure collection of all pertinent information and 100% application completion through frequent client call backs. Developed business through strong referral base by providing tenacious client and business partner follow-up and exceptional service. Assembled a stellar team of colleagues to facilitate dramatically improve efficiency. Oversee team of mortgage loan officers and processors facilitating residential mortgage services and loans. Aid in training and motivating staff



Bank of America

• United States
• Banking
• 700 & Above Employee

• Account Executive and Team Production Manager

  • 2003 - 2006

  The primary role of a Team Production Manager was to develop a production focused relationship between each individual KB entity, all market Branch Managers, working well with Home Loan Consultants, meeting all market needs and requirements. This relationship was the backbone to our success and requires a unique process that entails constant day to day structure, weekly training and constant monitoring of Account Executive development. As a leader, we recognized new strategic opportunities… Show more The primary role of a Team Production Manager was to develop a production focused relationship between each individual KB entity, all market Branch Managers, working well with Home Loan Consultants, meeting all market needs and requirements. This relationship was the backbone to our success and requires a unique process that entails constant day to day structure, weekly training and constant monitoring of Account Executive development. As a leader, we recognized new strategic opportunities and were constantly aware of changing market conditions locally and nationally. Monitoring of overall market retention was vital to our success and was justified by the true relationship that I developed with each individual market. Show less The primary role of a Team Production Manager was to develop a production focused relationship between each individual KB entity, all market Branch Managers, working well with Home Loan Consultants, meeting all market needs and requirements. This relationship was the backbone to our success and requires a unique process that entails constant day to day structure, weekly training and constant monitoring of Account Executive development. As a leader, we recognized new strategic opportunities… Show more The primary role of a Team Production Manager was to develop a production focused relationship between each individual KB entity, all market Branch Managers, working well with Home Loan Consultants, meeting all market needs and requirements. This relationship was the backbone to our success and requires a unique process that entails constant day to day structure, weekly training and constant monitoring of Account Executive development. As a leader, we recognized new strategic opportunities and were constantly aware of changing market conditions locally and nationally. Monitoring of overall market retention was vital to our success and was justified by the true relationship that I developed with each individual market. Show less



Nationstar Mortgage

• Financial Services
• 700 & Above Employee

• Account Executive

  • 2002 - 2003