Experience

Angel Oak Home Loans LLC

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Officer at Angel Oak Home Loans

  • Mar 2020 - Present



Prosperity Home Mortgage, LLC

• Financial Services
• 700 & Above Employee

• Loan Officer

  • Jun 2018 - Mar 2020



loanDepot

• United States
• Financial Services
• 700 & Above Employee

• Loan Officer

  • Oct 2017 - Mar 2020

  loanDepot is America’s lender, offering home purchase and refinance loans, personal loans and home equity products nationwide. Our mission is to be your lender of choice by operating on sound principles of exceptional value, ethics and transparency. Licensed in all 50 states, loanDepot employs more than 6,000 people, and operates more than 180 lending stores nationwide. loanDepot, LLC, NMLS #174457.loanDepot.com, LLC, 26642 Towne Centre Drive, Foothill Ranch, CA 92610. All rights reserved. NMLS #174457 (www.nmlsconsumeraccess.org). For more licensing information, please visit www.loanDepot.com/licensing. Visit www.loandepot.com/privacypolicy to review our Privacy Policy.



First Option Mortgage

• United States
• Financial Services
• 200 - 300 Employee

• Mortgage Loan Officer

  • Jun 2017 - Sep 2017



Forester Benefits Management

• Regional Sales Director

  • Oct 2014 - Jan 2016

  Partner with Brokers and Consultants in Georgia and Alabama.Managing General Underwriters of Group Life, Disability and Worksite products.Proprietary Voluntary Disability programs.Benefits Communications and Enrollment Services for all group sizes funded by Voluntary Benefits revenue.Leave behind Benefit Administration System funded by Voluntary Benefits revenue.



Clearview Advisory, a OneDigital company

• United States
• Financial Services
• 1 - 100 Employee

• Lead Consultant

  • Feb 2013 - Sep 2014

  Employee Benefits Consulting, Strategic Planning and Account Management for large employers.Manage clients ranging in size from 15,000 lives to 200 lives. Successfully implementing strategies that provide significant benefit costs savings to clients as well as generate large amounts of additional revenue for the firm. Voluntary Benefits provided the revenue to pay for Benefits Communications during Open Enrollment to educate employees on major plan changes. Product champion for Voluntary products and enrollment services for the entire firm not just my own clients. Directed Voluntary Benefit product marketing, evaluation and placement on behalf of all clients. Directed review, negotiations and implementations with prospective Enrollment Firms



Visual Benefit Communications, Inc.

• Insurance
• 1 - 100 Employee

• Producer/ Consultant

  • Nov 2006 - Jan 2013

  Sales and Account Management duties with Benefit Administration and Enrollment Technology Provider. Benefits Communication including Core and Voluntary Benefits Enrollment. Voluntary Benefits revenue provided the funding for the projects.Cultivate relationships and sales opportunities with National Brokers and Consultants as well as Regional Firms.Account Management duties including product enrollment functions, client interface and carrier coordination.Direct presentations and demonstrations to prospects and clients.



Transamerica Worksite Marketing

• Regional Vice President

  • Sep 2005 - Oct 2006

  Sales and Management responsibilities for the Atlanta region which included Georgia and Alabama. My distribution channels were Worksite enrollment companies, Associations and Insurance Brokers. Coordinated the enrollment process. Sold Limited Medical Plans, Life, CI, Cancer, Accident, DisabilityAnnual goal of $6,000,000. Ranked number 4 in the country based on production.



HIGHMARK LIFE & CASUALTY GROUP

• Regional Sales Director

  • Apr 2001 - Jul 2005

  Sales and Management responsibilities for Atlanta territory comprised of Georgia and Alabama. Products sold include Medical Stop Loss, Group Life, Disability and Worksite products. Personal production goal of $3,100,000 as well as managing a sales representative with a $2,100,000 sales goal. In addition to sales, my duties included the management of an $11,000,000 block of business, 2 staff persons and a $415,000 office budget.#2 in sales nationally in 2002.Top new case count salesman for 4th quarter 2001, 2nd and 4th quarter of 2002.National Sales Conference qualifier in 2002, 2003 and 2004.2004 Million Dollar Club member.In 2002, opened up stop loss market for Highmark in Alabama. Quickly became 3rd largest carrier in state.



CNA GROUP BENEFITS

• Senior Account Executive

  • Oct 1999 - Mar 2001

  Sales of Traditional Group Benefits to groups with 10 to Multi- Thousand lives: Life, Disability, Occupational Accident.#1 producer nationally in the Occupational Accident line in 2000.



ZURICH AMERICAN INSURANCE GROUP

• Regional Sales Representative

  • Feb 1993 - Oct 1999

  AD&D, Occupational Accident, STD, Medical Stop Loss. Top tier production through aggressive canvassing of existing producers while successfully bringing on new producers.1996 #1 in country; $800.000 of new accident business.1997 #3 in country; $700,000 of new accident business.1998 #2 in country; $750,000 of new accident business.1999 #1 in Occupational Accident and STD products.