Experience

City First Mortgage Services, LLC

• United States
• Financial Services
• 100 - 200 Employee

• Branch Manager

  • Dec 2022 - Present

  Arizona, United States Providing the highest level of service and partnerships to Real Estate Agents. Driving solutions with the greatest set of Residential and Commercial lending product on all properties located throughout the great state of Arizona and Colorado. We provide for all the traditional lending options ***PLUS*** additional specific programs: • Conventional, Jumbo, FHA, VA • Mortgages for Self Employed (Bank statements, P&L, 1099) • Investor Cash Flow Loans (DSCR) • Bankruptcy… Show more Providing the highest level of service and partnerships to Real Estate Agents. Driving solutions with the greatest set of Residential and Commercial lending product on all properties located throughout the great state of Arizona and Colorado. We provide for all the traditional lending options ***PLUS*** additional specific programs: • Conventional, Jumbo, FHA, VA • Mortgages for Self Employed (Bank statements, P&L, 1099) • Investor Cash Flow Loans (DSCR) • Bankruptcy, Foreclosure, Short sale • Reverse Mortgages • ITIN • Foreign Nationals • Asset only verification • Delayed Financing • Much much more! We are a great resource to all Realtors and Property Investors!!! Show less



Castle Rock Mortgage LLC

• United States
• Financial Services
• 1 - 100 Employee

• President / Sr. Loan Officer

  • Nov 2019 - Nov 2022

  Arizona Mortgage Broker providing residential and commercial mortgage solutions with high focus on customer satisfaction, and making the mortgage-shopping experience hassle free and super simple.

• Partnerships with Real Estate Agents in Arizona

  • Nov 2019 - Nov 2022

  Providing Realtors solutions to grow their business via: -Commitment to service and communication -Reliable Pre-qualifications / Preapprovals -Transparency -On Time Closings -Diverse Product Offering -Marketing support



Oaktree Funding Corp.

• Financial Services
• 1 - 100 Employee

• Assistant Sales Manager

  • May 2019 - Oct 2019

  Chandler, AZ Wholesale Mortgage Banking - Conventional, FHA, VA, Conforming, Jumbo, Non-QM programs



Chase

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Sr. Account Executive, Mortgage Banking Correspondent Lending

  • Jul 2015 - Mar 2019

  Arizona and San Diego markets • Responsible for strategic business development and account management for Independent Mortgage Bankers and Financial Institutions in Arizona and San Diego, California so to attain production growth and achieve financial objectives, while ensuring adherence to compliance regulations, origination sales agreements, and Chase lending policies. • Provides oversight and leadership through consultation and education to maintain and grow profitable relationships. • Primary responsibilities… Show more • Responsible for strategic business development and account management for Independent Mortgage Bankers and Financial Institutions in Arizona and San Diego, California so to attain production growth and achieve financial objectives, while ensuring adherence to compliance regulations, origination sales agreements, and Chase lending policies. • Provides oversight and leadership through consultation and education to maintain and grow profitable relationships. • Primary responsibilities include: negotiating pricing levels with clients to optimize production and profitability, enforcing contractual obligations for clients in regions, receivable collection oversight, managing client level performance, conducting on-site client visits and resolving escalated client level/loan issues.

• Affordable Lending Regional Manager, Mortgage Banking Correspondent Lending

  • Jun 2013 - Jul 2015

  West and Central Divisions • Responsible for driving, implementing and executing the Multi-Cultural & Affordable Lending strategies within assigned territories in order to enhance the company brand within the MCA customer segments in order to meet penetration rate goals. • Established and maintained relationships with the West & Central Divisions’ Correspondents to capture incremental LMI production and market share through face to face visits as well as traditionally scheduled conference calls.

• Lending Manager, Mortgage Banking Consumer Direct

  • Sep 2005 - Jun 2013

  Nation wide • Managed an average of 12-15 Mortgage Bankers responsible to originate first lien position mortgages (Agency/FHA/VA/Jumbo/Portfolio). • Met and exceeded production / compliance/ Customer Satisfaction expectations through coaching/ file maintenance / performance discussions/ etc. • Responsible for developing employees in products and program knowledge via mastery of Mortgage Banking Guide, leading my team through constant change, daily statistical individual communications… Show more • Managed an average of 12-15 Mortgage Bankers responsible to originate first lien position mortgages (Agency/FHA/VA/Jumbo/Portfolio). • Met and exceeded production / compliance/ Customer Satisfaction expectations through coaching/ file maintenance / performance discussions/ etc. • Responsible for developing employees in products and program knowledge via mastery of Mortgage Banking Guide, leading my team through constant change, daily statistical individual communications, setting/managing and following up on individual goals, monitoring for quality & compliance to federal regulations & performance reviews.

• Cardmember Services (Fraud Supervisor, Collections Supervisor, Quality Assurance, Authorizations)

  • Jul 1993 - Sep 2005

  Nation wide