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BH

Barbara Hargreaves

Director of Training at Pacific Union Financial, LLC
Intro Book
Barbara Hargreaves is a seasoned mortgage lending professional with 11 years of experience in leadership development, training, and coaching, holding senior roles at Pacific Union Financial, Home Savings of America, and Wells Fargo.
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Location
Fremont, California, United States, US
Skills
  • Training
  • Leadership Development
  • Mortgage Lending
  • Leadership
  • Loans
  • Show all
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Bio

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Barbara Hargreaves is a seasoned professional with extensive experience in training, leadership development, and mortgage lending. She has held various leadership positions, including Director of Training at Pacific Union Financial, where she managed a team of trainers and developed training curricula. Her expertise extends to loan origination, credit, and management, as evident from her roles at Home Savings of America and Wachovia. Hargreaves has also worked as a Vice President and Senior Training Manager at Wells Fargo and Golden West, respectively, where she designed and facilitated corporate training curricula and managed training departments. She holds a Bachelor's degree in Psychology from the University of California, Berkeley. Barbara Hargreaves is fluent in multiple languages, including English and Spanish.

Experience

  • Pacific Union Financial, LLC
    • Dallas/Fort Worth Area
    • Director of Training
      • Jun 2013 - Present
      • Dallas/Fort Worth Area

  • Home Savings of America
    • Vice President and National Production Manager
      • Jun 2011 - Feb 2012

      Production Manager for National Savings and Loan. Manage a team which supports all operations and sales force by providing written policies and procedures. Manage support desk functions for origination systems questions. Collaborate with Sales and Operations, Underwriting, Credit Policy, IT and Compliance Managers. Produce and publish all procedure and operations announcements. Develop job aides. Provide training on products, systems and employee development.

    • Vice President and Corporate Training Manager
      • Jun 2009 - Feb 2012

      Design and facilitate Corporate Training Curriculum for National Savings and Loan. Sales training curriculum, management classes, leadership development, and personal development classes delivered both in person and via web. Collaborate with Sales Managers to deliver product and sales training to both internal staff and external customers. Establish Customer Experience Campaign to assist with development of customer centric corporate culture.

  • Wachovia
    • Senior Vice President, Senior Training Manager
      • Jul 2005 - Oct 2008

      Manager Loan Quality and Training Department Leadership, Management and Training Professional for Mortgage Lender. Curriculum development, facilitation, and management of Training Department that trained over 200 Mortgage Originators, Underwriters, Processors, Support Staff and Leadership for Fortune 500 Company.

  • Golden West
    • Senior Vice President
      • 1991 - 2008

      Director of National Loan Training, Northern CaliforniaSenior Loan ConsultantRegion Origination Manager Division Underwriting Manager

  • World Savings
    • Senior Vice President
      • 1991 - 2005

      Director of National Loan Training, Northern CaliforniaSenior Loan ConsultantRegion Origination Manager Division Underwriting Manager

Education

  • University of California, Berkeley
    Bachelor's degree, Psychology

Suggested Services

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Industry Focus. “Human Resources”

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