Experience

The Mortgage Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Officer

  • Sep 2019 - Present

  Offering Mortgage Purchasing and Refinancing in Colorado Offering Mortgage Purchasing and Refinancing in Colorado



Rocky Mountain Reserve

• United States
• Financial Services
• 1 - 100 Employee

• Senior Account Manager, CAS

  • Apr 2013 - Aug 2020

  Manage COBRA administration for companies of all sizes. CAS (COBRA Administration Specialist) Certified Manage COBRA administration for companies of all sizes. CAS (COBRA Administration Specialist) Certified



Atel Capital Group

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investor Services Representative

  • Jul 2010 - Apr 2013

  Managed inbound calls for over 40,000 clients and 15,000 reps. Worked on Fund Financial Letters and fund abstracts. Managed Sales entry, client check reissues and positive pay requests. Manage the Denver Investor Services Office and created and implemented client mailings for outstanding checks and returned mail. Handled escalated calls. Managed inbound calls for over 40,000 clients and 15,000 reps. Worked on Fund Financial Letters and fund abstracts. Managed Sales entry, client check reissues and positive pay requests. Manage the Denver Investor Services Office and created and implemented client mailings for outstanding checks and returned mail. Handled escalated calls.



MGM Mortgage

• United States
• Financial Services

• Owner/Financial Consultant

  • Sep 2000 - Jul 2010

  Provided financial services ranging from Mortgages to Insurance. Provided financial services ranging from Mortgages to Insurance.