Charles Preston
Production Manager / Loan Officer at Synergy One Lending- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Patrick Nawazkhan
Charles Preston! What an awesome human being and a great leader. Charles makes an effort to have a personal connection with each person he comes in contact with each day. Charles is very consistent and he is known for his leadership. His positive attitude is truly one of a kind and his mortgage wealth of knowledge is outstanding. Charles made an impression on me since the first day of training and I remember saying to myself, I want him on my team!
David DuPriest, MBA,PMP
Charles is an excellent team lead and manager. His attention to detail and willingness to help his team members as well as fellow team leads is appreciated by all who work with him. Charles would be an asset to any organization.
Patrick Nawazkhan
Charles Preston! What an awesome human being and a great leader. Charles makes an effort to have a personal connection with each person he comes in contact with each day. Charles is very consistent and he is known for his leadership. His positive attitude is truly one of a kind and his mortgage wealth of knowledge is outstanding. Charles made an impression on me since the first day of training and I remember saying to myself, I want him on my team!
David DuPriest, MBA,PMP
Charles is an excellent team lead and manager. His attention to detail and willingness to help his team members as well as fellow team leads is appreciated by all who work with him. Charles would be an asset to any organization.
Patrick Nawazkhan
Charles Preston! What an awesome human being and a great leader. Charles makes an effort to have a personal connection with each person he comes in contact with each day. Charles is very consistent and he is known for his leadership. His positive attitude is truly one of a kind and his mortgage wealth of knowledge is outstanding. Charles made an impression on me since the first day of training and I remember saying to myself, I want him on my team!
David DuPriest, MBA,PMP
Charles is an excellent team lead and manager. His attention to detail and willingness to help his team members as well as fellow team leads is appreciated by all who work with him. Charles would be an asset to any organization.
Patrick Nawazkhan
Charles Preston! What an awesome human being and a great leader. Charles makes an effort to have a personal connection with each person he comes in contact with each day. Charles is very consistent and he is known for his leadership. His positive attitude is truly one of a kind and his mortgage wealth of knowledge is outstanding. Charles made an impression on me since the first day of training and I remember saying to myself, I want him on my team!
David DuPriest, MBA,PMP
Charles is an excellent team lead and manager. His attention to detail and willingness to help his team members as well as fellow team leads is appreciated by all who work with him. Charles would be an asset to any organization.
Experience
-
Synergy One Lending
-
United States
-
Financial Services
-
1 - 100 Employee
-
Production Manager / Loan Officer
-
Apr 2019 - Present
-
-
-
Academy Mortgage Corporation
-
United States
-
Financial Services
-
700 & Above Employee
-
Production Manager / Loan Officer
-
Jun 2015 - Present
-
-
-
WJ Bradley Mortgage Capital, LLC.
-
United States
-
Banking
-
Production Manager
-
Aug 2013 - Jun 2015
-
-
-
Wingspan Portfolio Advisors
-
United States
-
Wholesale
-
100 - 200 Employee
-
Senior Loan Officer
-
Mar 2013 - Aug 2013
-
-
-
Carlisle & Gallagher Consulting Group
-
Business Consulting and Services
-
1 - 100 Employee
-
Consultant
-
Nov 2011 - Feb 2013
*Team Lead – Managing a 10 person team of researchers with responsibilities for quality and production, setting team goals and remaining consistent with client directives - Current position *Acted as the Unit Manager during his absence with 7 direct reports and 80+ employees *Subject Matter Expert – Conducted internal quality reviews, provided direction and training to new hires. Responsible for implementing and managing client guidelines in a fast-changing production environment *Researcher - OCC Consent Order reviewer for a Top Five bank, promoted to the High Risk Review (HRR) analyst role for a deeper dive of the independent foreclosure review process Show less
-
-
-
PrimeLending
-
United States
-
Financial Services
-
Senior Loan Officer
-
Dec 2006 - Nov 2011
*Successfully managed mortgage loan clients from the initial consultation to the closing table *Maintained a pipeline of clients in various stages of the loan process *Negotiated with secondary markets *Counseled clients at each step of the process by handling objections from appraisers, title *companies, insurance agents and many other contacts *Successfully managed mortgage loan clients from the initial consultation to the closing table *Maintained a pipeline of clients in various stages of the loan process *Negotiated with secondary markets *Counseled clients at each step of the process by handling objections from appraisers, title *companies, insurance agents and many other contacts
-
-
-
Policy Studies
-
Information Technology & Services
-
100 - 200 Employee
-
Subsidized Employment Manager
-
Apr 2006 - Sep 2006
*Employment manager and trainer *Interfaced with CEO's, hiring managers and community leaders *Counseled and trained employees from the TANF (temporary assistance for needy families); considered to be difficult employees to place in the workforce *Managed a portfolio of over $100,000.00 *Employment manager and trainer *Interfaced with CEO's, hiring managers and community leaders *Counseled and trained employees from the TANF (temporary assistance for needy families); considered to be difficult employees to place in the workforce *Managed a portfolio of over $100,000.00
-
-
-
-
Senior Mortgage Loan Officer
-
Sep 2005 - Apr 2006
*Originated mortgage loans *Member of the management team for jumbo loan approvals *Originated mortgage loans *Member of the management team for jumbo loan approvals
-
-
-
Aurora Financial Services, Inc.
-
United States
-
Financial Services
-
1 - 100 Employee
-
Mortgage Sales Manager
-
Apr 2002 - Aug 2005
*Managed a sales force of 6-9 mortgage loan officers *Originated mortgage loans *Maintained a pipeline of clients generated primarily from referrals *Managed a sales force of 6-9 mortgage loan officers *Originated mortgage loans *Maintained a pipeline of clients generated primarily from referrals
-
-
-
Ameriquest Mortgage Company
-
United States
-
Financial Services
-
1 - 100 Employee
-
Branch Manager/Senior Mortgage Loan Officer
-
Jun 1998 - Apr 2002
*Managed 2 mortgage loan offices with over 20 loan officers and 4 processors *Won 2 company trips to Hawaii and 2 trips to Las Vegas based on production and quality *Managed 2 mortgage loan offices with over 20 loan officers and 4 processors *Won 2 company trips to Hawaii and 2 trips to Las Vegas based on production and quality
-
-
-
Norwest Financial
-
United States
-
Financial Services
-
Branch Manager
-
Sep 1989 - Jun 1998
*Started as account executive and quickly promoted to assistant manager *Responsible for training and reporting *Acted as the District Manager in his absence responsible for 7 direct reports *Successfully managed 4 offices with a total of over 50 employees *Started as account executive and quickly promoted to assistant manager *Responsible for training and reporting *Acted as the District Manager in his absence responsible for 7 direct reports *Successfully managed 4 offices with a total of over 50 employees
-
-
Education
-
1986 - 1988
The University of Texas Health Science Center at San Antonio
Medicine -
1982 - 1986
Stephen F. Austin State University
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies -
1978 - 1982
Wells High School
Diploma, General Studies
Community
