Experience

Spurs Capital, LLC

• United States
• Capital Markets
• 1 - 100 Employee

• Correspondent

  • May 2013 - Present



Homeward Residential, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• AVP - Capital Markets

  • Feb 2012 - Apr 2013

  Traded whole loan packages mortgage and maintained trading desk hedging strategies to improve profitability targets. Created pricing and best execution models to determine profitability of mortgage pools Managed and executed Strategic Product Pricing of mortgage products on the rate sheets for wholesale brokers across forty-five states Traded whole loan packages mortgage and maintained trading desk hedging strategies to improve profitability targets. Created pricing and best execution models to determine profitability of mortgage pools Managed and executed Strategic Product Pricing of mortgage products on the rate sheets for wholesale brokers across forty-five states



Canon USA

• United States
• Computers and Electronics Manufacturing
• 700 & Above Employee

• Pricing Analyst ISG SAO Bid Operations Division

  • Apr 2010 - Feb 2012

  Handle credit and lease rate tracking and review, analyze current volumes and pricing when replacing new units, aggregate new and existing equipment, and perform profit review during existing contract price modifications. Calculate pricing for, floor pricing, preferred price, third party quotes, and special freight and installation quotes, perform service cost reporting and analysis. Perform Service Price Book maintenance, service program analysis and maintenance, process special service takeover requests, and run department activity reports. Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Agent/Financial Services Associate

  • Mar 2008 - Mar 2010

  Prospect and help potential clients evaluate overall risks in their lives culminating an insurance and/or investment recommendations. Controlled my own business franchise autonomously. Including marketing strategies, hiring of employees, budgeting, and training. Service and execute the insurance needs and inquiries of existing clients and small businesses. Prospect and help potential clients evaluate overall risks in their lives culminating an insurance and/or investment recommendations. Controlled my own business franchise autonomously. Including marketing strategies, hiring of employees, budgeting, and training. Service and execute the insurance needs and inquiries of existing clients and small businesses.



American Home Mortgage

• Financial Services
• 200 - 300 Employee

• Lock Desk Manager

  • Nov 2004 - Aug 2007

  Responsible for developing and maintaining policies and procedures related to reporting, pricing, and quality control Communicated and negotiated pricing and commitments with Regional and Branch managers Organized and Supervised six pipeline mergers during acquisitions of other mortgage companies Managed and trained a team of twenty analysts and monitored customer service levels during high volume Responsible for developing and maintaining policies and procedures related to reporting, pricing, and quality control Communicated and negotiated pricing and commitments with Regional and Branch managers Organized and Supervised six pipeline mergers during acquisitions of other mortgage companies Managed and trained a team of twenty analysts and monitored customer service levels during high volume



First Magnus Financial Corporation

• Senior Price Analyst

  • Nov 2003 - Nov 2004

  Communicated products and pricing information to loan officers, underwriters, and funding staffResearched new products and conducted training sessionsInitiated the use of a new pricing model, which later became the standard. Supervisor-Shipping DepartmentStructured policy, training and organization of shipping departmentDeveloped shipping manual for the department to utilize Coordinate correction efforts with business partners, borrowers, closing agentsAssisted in the resolution of loan deficiencies with investorsResponsible to review signed loan documents, prepare all collateral packages, government insuring packages, and master file audit packages Show less

• Marketing Analyst

  • Jan 2001 - Jan 2004

  Administer procedures for locking and maintaining pipelineDeveloped and implemented policies for hedged and whole loans to be profitably sold to investors



United States Army/National Guard

• Sergeant

  • Jan 1995 - Jan 2004

  Armored Crewmember/Cannon Crewmember Supervised and maintain two million dollar equipment Developed and performed improvement classes for subordinate soldiers Implemented daily soldier activities Armored Crewmember/Cannon Crewmember Supervised and maintain two million dollar equipment Developed and performed improvement classes for subordinate soldiers Implemented daily soldier activities