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Credentials

  • NMLS
    Teachers Federal Credit Union
    Feb, 2022
    - Sep, 2024

Experience

    • United States
    • Banking
    • 400 - 500 Employee
    • Sr. Loan Officer
      • Jan 2022 - Present

      Manage residential lending of home purchases and refinancing for clientele. Loan types include first and second liens, home equity, home improvement, debt consolidation, and cash out loans. Recording past and present mortgage transactions, file report organization of credit terms and loan amounts. Maintain good relations with Realtors, clientele, customers, and financial institutions. Tasks included underwriting, qualifying, and dealing with customers directly as well as telemarketing. Manage residential lending of home purchases and refinancing for clientele. Loan types include first and second liens, home equity, home improvement, debt consolidation, and cash out loans. Recording past and present mortgage transactions, file report organization of credit terms and loan amounts. Maintain good relations with Realtors, clientele, customers, and financial institutions. Tasks included underwriting, qualifying, and dealing with customers directly as well as telemarketing.

    • Private Tennis Instructor
      • Jan 1982 - Present

      Provider of private tennis lessons to many different individuals and clientele. Provider of private tennis lessons to many different individuals and clientele.

    • Acct Exec/Contractor
      • Jan 1991 - Present

      Contract Home Building and Project Supervisor for projects in the Park Cities, Preston Hollow, M Streets/Lakewood, and North Dallas. Present completed projects of additions and remodels at 4500 Lomo Alto Dr, 6523 Axton Circle, 3325 Tooms, 821 Royal Berkdale Ct, 5235 Mercedes Ave, 3504 Marquette, 5838 Monticello, 4623 Westside Ave, 5810 Redwood Court, 5808 Redwood Court, and 5822 Berkshire. Contract Home Building and Project Supervisor for projects in the Park Cities, Preston Hollow, M Streets/Lakewood, and North Dallas. Present completed projects of additions and remodels at 4500 Lomo Alto Dr, 6523 Axton Circle, 3325 Tooms, 821 Royal Berkdale Ct, 5235 Mercedes Ave, 3504 Marquette, 5838 Monticello, 4623 Westside Ave, 5810 Redwood Court, 5808 Redwood Court, and 5822 Berkshire.

    • Senior Account Executive
      • Jan 1992 - Jan 2022

      Sr. Mtg Banker/Account Executive Residential lending dealing with both 1st and 2nd liens. All including home equity loans, home improvement loans, debt consolidation loans, cash out loans, and refinancing. Direct contact meetings and telemarketing with both local and out of state customers. Windows programming. Performed this function for the following as well as other metroplex financial institutions beginning in 1992. Through mergers, acquisitions, and company closings my positions were eliminated. *Texana Bank (7-21 to 1-22) *Infinity Mortgage Holdings, LLC (3-21 to 6-21) *PenFed Credit Union (10-19 to 3-21) *Texas Mortgage Lending, LLC (5-19 to 10-19) *Resource One Credit Union (8-18 to 5-19) *Gold Financial Services (7-17 to 8-18)

    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr. Mortgage Loan Officer
      • Nov 2019 - Feb 2021

      Manage residential lending of home purchases and refinancing for clientele. Loan types include first and second liens, home equity, home improvement, debt consolidation, and cash out loans (both wholesale and retail). Recording past and present mortgage transactions, file report organization of credit terms and loan amounts. Maintain good relations with Realtors, clientele, customers, and financial institutions. Tasks included underwriting, qualifying, and dealing with customers directly as well as telemarketing.

Education

  • Centenary College of Louisiana
    Bachelor's degree, Political Science/Hst
    1985 - 1989
  • Highland Park High School
    HPHS Graduation Diploma
    1978 - 1982

Community

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