VP Commercial Lending

• Sep 2020 - Present

VP Commercial Lending

• Sep 2020 - Present

VP Commercial Lending

• Jul 2015 - Jul 2020

I originate investment real estate loans through my network of owners and referral partners. I manage the entire financing process for new and established customers from origination to loan closing and post closing. I originate investment real estate loans through my network of owners and referral partners. I manage the entire financing process for new and established customers from origination to loan closing and post closing.

VP Commercial Lending

• Mar 2014 - Jul 2015

I work on behalf of commercial real estate developers, owners, and investors to source the most competitive and appropriately structured commercial debt through an established network of commercial banks, credit unions, Wall Street conduits, life insurance companies, and government agency financing. I work on behalf of commercial real estate developers, owners, and investors to source the most competitive and appropriately structured commercial debt through an established network of commercial banks, credit unions, Wall Street conduits, life insurance companies, and government agency financing.

Mortgage Advisor

• Dec 2013 - Mar 2014

Effectively self-generate mortgage loan production from company provided leads, referral sources, realtors, builders, and consurmer networking groups. Represent the company in the market in a positive manner, and network to create additional loan opportunities for myself and the company. Ability to perform tasks and complete projects with minimal supervision. Customer service driven, responsive to client issues and concerns. Effectively self-generate mortgage loan production from company provided leads, referral sources, realtors, builders, and consurmer networking groups. Represent the company in the market in a positive manner, and network to create additional loan opportunities for myself and the company. Ability to perform tasks and complete projects with minimal supervision. Customer service driven, responsive to client issues and concerns.

Mortgage Professional

• Apr 2013 - Nov 2013

Originate home mortgage loans with company provided leads, referrals, and marketing resources to meet volume goals. Execute 20 – 40 outbound calls per day. Ensure the customer is placed in the loan program which fits the best interest of the customer’s overall goals and expectations of the loan. Educated and informed the customer of the terms of the loan. Originate home mortgage loans with company provided leads, referrals, and marketing resources to meet volume goals. Execute 20 – 40 outbound calls per day. Ensure the customer is placed in the loan program which fits the best interest of the customer’s overall goals and expectations of the loan. Educated and informed the customer of the terms of the loan.

Home Mortgage Consultant

• Sep 2010 - Apr 2013

Effectively communicated with EJ Financial Advisors regarding all mortgage products available for clients. Continue to build additional Edward Jones FA relationships within assigned regions. Educate and inform the client of the terms of the loan. Continued to be available to applicant at any time after successful closing of home mortgage loan or if re-application required, focus on customer retention. Effectively communicated with EJ Financial Advisors regarding all mortgage products available for clients. Continue to build additional Edward Jones FA relationships within assigned regions. Educate and inform the client of the terms of the loan. Continued to be available to applicant at any time after successful closing of home mortgage loan or if re-application required, focus on customer retention.

OPUS Underwriter

• Jan 2009 - Aug 2010

Responsible for reviewing, analyzing, approving and underwriting collateral. Accountable to protect Wells Fargo from property valuation inaccuracies. Respond to customer inquiries and collateral decisions Responsible for reviewing, analyzing, approving and underwriting collateral. Accountable to protect Wells Fargo from property valuation inaccuracies. Respond to customer inquiries and collateral decisions

President

• Oct 1997 - Dec 2008

Commercial Real Estate Loan Originator with over $190M in loan closings. Managed entire commercial financing process for new and established customers from origination to loan closing. Loan portfolio of 100+ loans totaling $80M. Proven self-starter: responsible for all aspects of small business, including sales, accounts payable, accounts receivable, payroll, marketing and advertising strategy. Cultivated new business from zero clients to over 50 active commercial real estate investors / business owner relationships resulting in repeat and referral business. Established and maintained solid relationships with multiple lenders and brokers in the commercial lending industry. Seasoned liaison between clients, underwriters, lenders and title companies, with strong commitment to maintaining good working relationships. Developed multi-year marketing campaign, designed web site for online business inquiries Show less

Golf Professional

• 1991 - 1997

Effective instructor for individual and group golf lessons. Planned, supervised, promoted and implemented all aspects of golf leagues, tournaments and golf programs, including Junior Golf, Couples Clubs and member initiated events. Managed Pro Shop and Bag Room staff. Effective instructor for individual and group golf lessons. Planned, supervised, promoted and implemented all aspects of golf leagues, tournaments and golf programs, including Junior Golf, Couples Clubs and member initiated events. Managed Pro Shop and Bag Room staff.