Summary

Innovative and results-driven financial services professional with over 20 years of successful financial services leadership experience. Skilled in creating sound investment solutions, developing high-levels of market growth, and facilitating effective relationship building strategies to increase portfolio value.Regarded for entrepreneurial approach, honesty, integrity and high ethical standards.

Education

Education
Aug 1998 - Aug 2002

Bachelor of Arts

University of North Carolina at Chapel Hill

Skills

Skills

Brand and Unique Process Creation

Marketing Ideas, Strategy and Implementation

Client Relationship Management

Graphic and Web Design

Work History

Work History
Mar 2008 - Feb 2011

Mortgage Loan Originator

MetAmerica Mortgage Bankers, Inc.
  • Provided comprehensive mortgage planning advice to clients.This included the review of income and credit, suitability/needs analysis, and loan origination process.
  • Educated and advised clients on the home buying process, alternative loan programs, financing arrangements, and loan pricing options that met the client's needs/objectives.
  • Manage and coordinate others to the transaction (such as real estate agents, title companies, appraisers, inspectors, etc.).
  • Differentiated myself through more unique processes and an advice-based practice, including the Borrow Smart Conversation™.
  • Cultivated an on-going financial services / trusted advisor relationship with clients through annual mortgage reviews, newsletters, other touch-points and referrals.
  • Led business development and marketing efforts, which expanded the customer base and introduced products into specialty markets, like reverse mortgages.
  • Maintained the highest level of product knowledge and market expertise.
  • Planned and conducted consumer seminars, participated in trade shows and industry events nationally.

Key Contributions

Used a unique process for partnering with Realtors, CPAs, and Financial Advisors and trained other LOs on how to build referral business with these professionals.

Built relationship and became in-house lender for ReMax United of Fuquay Varina.

Hired by Realtor® Associations from across the state to teach continuing education.

May 2006 - Mar 2008

Branch Manager

Values-Based Lending, Inc.

All the duties of Branch Manager in addition to the items outlined above for MetAmerica Mortgage Bankers.

Jan 2004 - May 2006

Mortgage Loan Originator

American Home Mortgage

Certifications

Certifications
2006 - Present

Registered Financial Consultant

International Association of Registered Financial Consultants
2005 - Present

Certified Mortgage Planner

KendallTodd, Inc.