Bio
Credentials
-
Certified Mortgage Planning Specialist
CMPS Institute -
NMLS Loan Originator License
National Mortgage Licensing System
Experience
-
Home Loan Teacher | ImagineX Digital
-
Online, United States
-
Home Buyer Educator
-
May 2022 - Present
-
Online, United States
In my current role as a Home Buyer Educator, I have the privilege of guiding individuals who are embarking on the journey of becoming homeowners. My mission is to provide comprehensive online courses tailored specifically for those at the outset of their home-buying journey. Many individuals dream of owning their first home but often feel overwhelmed by the complexities of the process. That's where my role becomes essential.Key Focus Areas:Education for New Buyers: My courses are meticulously designed to cater to the needs of first-time homebuyers who may be unsure where to begin. I provide them with a strong foundation of knowledge, enabling them to navigate the intricate world of real estate with confidence.Financial Preparedness: One of the cornerstones of my approach is emphasizing the significance of building a robust financial foundation before engaging with lenders. I educate aspiring homebuyers on the importance of sound financial practices, which can translate into significant savings in the long run.Confidence Building: My goal is to foster confident homebuyers. I empower them with the knowledge and tools needed to approach lenders with self-assurance, knowing they are prepared to secure the best possible deal for their unique circumstances.My role is that of an educator only. I am no longer a licensed loan officer or mortgage broker.
-
-
-
FoodBank Lakeside
-
San Antonio Tlaycapan, Jalisco, Mexico
-
Marketing Director
-
May 2020 - Aug 2023
-
San Antonio Tlaycapan, Jalisco, Mexico
As the Marketing Director at FoodBank Lakeside, I had the incredible opportunity to merge my passion for marketing with my commitment to making a positive difference in our community. My role was instrumental in raising funds for this non-profit organization by utilizing a comprehensive marketing approach that included social media management, email marketing, graphic design, content creation, and collaboration with local print publications. Through strategic planning and creative execution, I contributed to the FoodBank Lakeside's mission of alleviating hunger and improving the lives of countless individuals and families in our region.
-
-
-
Guild Mortgage Company
-
Portland, Oregon Area
-
Loan Officer
-
Jan 2016 - May 2017
-
Portland, Oregon Area
I work closely with home buyers and homeowners to provide strategic mortgage financing planning to help them purchase or refinance real estate.I am authorized to conduct business in the States of Oregon and Washington ML-176. Guild Mortgage Company, 10260 SW Greenburg Rd., Ste 900, Portland OR 97223 Guild Mortgage Company is an Equal Housing Lender; Co. NMLS ID #3274
-
-
-
Primary Residential Mortgage, Inc.
-
Lake Oswego, Oregon
-
Loan Officer
-
Apr 2015 - Jan 2016
-
Lake Oswego, Oregon
-
-
-
Guild Mortgage
-
Portland, Oregon Area
-
Mortgage Banker/Broker
-
Nov 2014 - Mar 2015
-
Portland, Oregon Area
NW Mortgage Group was purchased by Guild Mortgage. Work closely with home buyers and homeowners to provide strategic mortgage financing programs to help them purchase or refinance real estate.
-
-
-
Northwest Mortgage Group
-
Portland, Oregon Area
-
Mortgage Planner
-
Jul 2011 - Nov 2014
-
Portland, Oregon Area
Work closely with home buyers and homeowners to provide strategic mortgage financing programs to help them purchase or refinance real estate.
-
-
-
The Mortgage Consulting Group
-
Portland Oregon
-
Mortgage Broker & Branch Manager
-
Jun 2008 - Jul 2011
-
Portland Oregon
A small "boutique" mortgage lending and consulting practice. The Mortgage Consulting Group offers residential home loans through direct money lending of their parent company, American Pacific Mortgage, or through brokering to well established mortgage lending relationships. We focus on educating our clients to make informed decisions on their real estate investments' whether it is purchasing/refinance a home, a vacation propoerty or a rental property.
-
-
-
-
President
-
Jul 2009 - Jul 2010
Lead a Toastmaster Club of 25+ members with a Board of five. Recognized with the President's Distinguished Club award.
-
-
VP of Membership
-
Jun 2008 - Jun 2009
Club Officer with primary responsibility of increasing and maintaining membership. Increased membership by 30% during term in office.
-
Home Loans By Referral
-
Portland Oregon
-
Owner - Mortgage Brokerage
-
1997 - 2008
-
Portland Oregon
Owner and manager of small mortgage brokerage firm. Specialized in residential lending.
-
BNI Hillsboro Chapter
-
Hillsboro, Oregon
-
President
-
2006 - 2007
-
Hillsboro, Oregon
Was a charter member of this business networking group. Grew membership to 25+ members and established life long business and personal relationships.
-
US Bancorp
-
Montana and Portland Oregon
-
Various, including Sr. Loan Underwriter
-
Dec 1976 - Sep 1993
-
Montana and Portland Oregon
Over the years worked in all aspects of residential real estate lending. Gained experience in processing and funding loans; underwriting and construction lending. Also graduated from a fast track program for retail bank management and "interned" for a year on the retail side of banking.
-
-
Education
-
1975 - 1976University of Montana
Journalism -
1972 - 1974Frenchtown High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. Add an industry
Need a custom project? We'll create a solution designed specifically for your project.
References
Community