Bio
Experience
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My Utilities
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Nationwide
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Business Development Executive
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Mar 2024 - Present
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Nationwide
I have joined a wonderful company with a fantastic white glove concierge service that is free to the mortgage company and the borrowers. Connecting utilities and home services might be the most critical, yet cumbersome aspect of moving into any new home. From calling and waiting on hold with multiple providers, to scrambling last minute to be sure the power is on in time for the move. Setting up utilities and home services is anything but easy. MyUtilities offers a simple solution. With an assigned Utilities Advisor, the home buyer is in good hands. In one 15-20 minute call, the buyer will have the installs scheduled, account numbers set up, and any outstanding applications in their inbox following the call. MyUtilities partners with leaders in the mortgage industry to provide this complimentary service to the borrower to enable our partners to serve their clients in a new way, differentiate themselves from the competition, and drive additional revenue. If you’d like to learn more about adding this service to your brand, reach out to Cissy Larkin at [email protected].
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Informative Research
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Southwest Region
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VP of Client Success
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Jan 2020 - Feb 2022
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Southwest Region
Informative Research, based in Garden Grove, California, is one of the nation’s top mortgage information service providers. Founded in 1946, Informative Research has established a mission to develop and deliver effective, reliable and secure mortgage technology solutions. Informative Research’s excellence in customer service has earned the trust of mortgage originators, servicers and quality control specialists throughout the country.
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DocProbe
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Texas and Western States
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Senior Business Development Executive
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Jul 2017 - Jan 2020
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Texas and Western States
TRAILING DOCUMENTS MADE EASY DocProbe is your ideal solution for all your trailing document needs. We provide complete fulfillment ‐ retrieving the documents, uploading them, and shipping them to your investors. DocProbe provides extensive follow up, making sure each document is received, and handles review and follow up for all your investors’ outstanding document lists. Save management time – no more scrambling to find aged docs Reduced fixed overhead – no need to open the mail, have an employee with all related expenses, etc. Superior follow up – that assures EVERY document is retrieved thanks to our robust proprietary system Full access to all your documents, notes and tracking information 24/7 on our web portal Avoid Penalties from your investors with our No Penalties Guarantee (restrictions apply) Improve your investor relationships ‐ eliminate all issues relating to trailing documents Fees that are file based – eliminating staffing and expense issues of varying volume Lower FedEx bills – our fees include delivery of each document to the investor Upload of all documents to your LOS or Document storage system Full protection – know that every mortgage is recorded and every policy issued and received Get rid of those lists of old outstanding documents ‐ offered as a service for all new clients Complete satisfaction with no long term contract requirements
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Stonegate Mortgage Corporation (NYSE: SGM)
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Texas, Louisiana, New Mexico, Oklahomo
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Southwest Regional Sales Manager (TPO)
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Oct 2016 - May 2017
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Texas, Louisiana, New Mexico, Oklahomo
Southwest Regional Sales Manager TPO Division. We are adding Account Executives in the Houston and Dallas regions. Stonegate Account Executives are able to grow their customer base in all three channels: Wholesale, Non Delegated, and Delegated.
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American State Bank, Tyler, TX
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Tyler, Texas Area
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Senior Vice President
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Jan 2014 - Jul 2015
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Tyler, Texas Area
I am building a national mortgage division for a well capitalized community bank that has been serving Texas for over 100 years.
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Baytree National Bank & Trust Co.
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Greater Chicago Area
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Senior Vice President
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May 2012 - Dec 2013
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Greater Chicago Area
Leader of the National Mortgage Division
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Director, Central Region
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Jun 2011 - Dec 2011
LeaseTerm Insurance Group, LLC (LTI) is a Managing General Underwriting Agency specializing in LeaseTerm™ Insurance, a lease default risk management product, initially serving the Multi-Family Real Estate segment. LTI is a powerful, new risk transfer solution that will help reduce a property owners/manager’s expenses and increase occupancy, rents, revenue and NOI; ultimately raising the value of their assets. LTI is championed by a dynamic team of thought leaders garnering over 150 years of combined expertise in risk management, financial services, private mortgage insurance, underwriting, leasing, banking, affinity sales and marketing, business development, predictive analytics, channel management and strategic alliances.
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Vice President and Branch Manager
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Mar 2008 - Nov 2008
Opened a retail and wholesale mortgage branch in Illinois for Southport Bank of Wisconsin.Leased office space, hired operational employees, created processes for underwritingclosing and funding of mortgage loans sold in the secondary market. Hired, trained andmanaged a sales force located in multiple states selling multiple mortgage products. Responsible for all facets of FHA Test Case Program.Exceeded all sales goals. The bank closed the mortgage division during the financial crisis
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Vice President/Branch Manager
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2003 - 2007
HLB Mortgage was a wholesale branch of American Home Mortgage, the sister company to American Brokers Conduit
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Vice President and Branch Manager
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Sep 2001 - Sep 2003
Created and developed a proposal for a wholesale mortgage company in 2001. Sold theIdea to a local community bank in Dekalb Illinois. After convincing the bank to buy in, HLBMortgage was born! I had 2 partners. Over the next 6 years we were in charge ofeverything from sales and marketing to budgeting and quality control.HLB became a top rated, high quality Wholesale mortgage lender from the upper Midwest,down to Texas and to the west coast. We were profitable by the second month!
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Account Executive
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Jan 1996 - Jan 2000
Top sales person in Illinois and the Midwest. Always meeting and exceeding sales goals.Responsible for opening a new territory for National Wholesale Lender. Identifiedpotential customers, brought them on board, trained them on our products andoperational systems. Liaison between customers and operations. Created marketingmaterials to be used for our company and shared with our customers.
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Education
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University of Houston
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