Experience

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  Duner and Foote

  • Irvine, California, United States

  • Audit and Advisory Manager

    • Nov 2022 - Present
    • Irvine, California, United States

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  Evans Home Loans

  • Toledo, Ohio Metropolitan Area

  • Mortgage Loan Officer

    • Nov 2021 - Present
    • Toledo, Ohio Metropolitan Area

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  Postema Capital Lending

  • Toledo, Ohio Metropolitan Area

  • Mortgage Loan Originator

    • 2020 - Nov 2021
    • Toledo, Ohio Metropolitan Area

    My professional goal is to always be growing as a trusted source of information and wisdom that can help you and your family not just survive but thrive. As a mortgage loan originator, I act as an educator on mortgages, adding clarity to the occasionally intimidating process, and giving you the information you need to make the best decision for YOUR future. With my brand Groove Mortgage, I help streamline and simplify the often cumbersome process of applying for, qualifying for, and closing on a loan, saving you time in addition to helping you get access to the widest range of lending products. Prior to becoming a loan originator, I worked 5 years working in public accounting in the financial statement audit space. I gained extensive experience navigating large volumes of diverse financial and non-financial information while helping clients meet the reporting requirements due to their lenders. My background dealing with a wide range of objectives, information, and personalities lends excellently to brokering your next loan.groovemortgage.com

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  Ivy Vie LLC

  • Columbus, Ohio Area

  • Accounting Services Consultant

    • Jul 2019 - Jul 2020
    • Columbus, Ohio Area

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  GBQ Partners

  • 230 West Street Columbus, OH

  • Assurance Manager

    • Sep 2014 - Jul 2019
    • 230 West Street Columbus, OH

    Served various engagement team roles for audit, review, and due diligence services, organized and drove several internal initiatives from recruiting and retention to training to community involvement. Managed financial statement audit engagements from the planning phases through fieldwork through report issuance, prepared financial statements including notes and other related documents, performed analysis of financial and non-financial information for clients, compiled projections based upon financial data and income and expense projections developed andCultivated relationships by attending meetings with prospects, bankers, and professional organizations.