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Executive Summary


Max is a seasoned mortgage professional with 15+ years of retail, wholesale, and correspondent experience including origination, production, and operations management. Effective sales team member with strong technology skills and an extensive network of industry contacts throughout the Southeast and the United States. Systematically able to manage and prioritize sales processes in order to consistently exceed sales goals while maximizing profitability. Dedicated to developing and maintaining a professional and personal reputation built on quality, service, and uncompromising ethics.


    • New Business Development
    • Prospecting & Identifying Sales Opportunities
    • Extensive Network of Industry Contacts 
    • Executive Level Engagement
    • Regulatory Compliance & Quality Control
    • Retail / Wholesale Mortgage Channels
    • Correspondent / Mini-Correspondent 
    • GSE Guidelines (Fannie Mae, Freddie Mac)
    • Direct Seller/Servicer (Fannie, Freddie, Ginnie)
    • Benefits / Consultative / Solutions Selling
    • Sales Territory Management & Penetration
    • C-Level Relationship Building
    • Timelines & Deadlines
    • Detail /Results Oriented
    • CRM / SaaS / Systems
    • Strategic Marketing & Branding
    • Client Analysis / Retention
  • Max is dedicated to maintaining both a professional and a personal reputation built on quality, service and uncompromising ethics while bringing creativity and leadership to all business endeavors. 

Professional Experience


Correspondent Account Executive

Synovus Mortgage Corp.

Develop & maintain a network of correspondent & wholesale partnerships with community banks, credit unions and select mortgage brokers throughout the Southeast - AL/GA/FL/TN/MS/SC.


Wholesale/TPO AE & Originator-Reverse Mortgages

New South Mortgage

Promote wholesale reverse mortgage products to mortgage brokers/bankers, community banks, credit unions and also directly to seniors age 62 or better throughout Alabama, Georgia, Kentucky, and Tennessee. Educate originators and seniors on the value of HECMs (Home Equity Conversion Mortgages) as a part of their long-term/retirement planning.


National Account Executive

Endeavor America Loan Services

Develop and maintain a national network of mortgage brokers, mortgage bankers, community banks, and credit unions throughout the United States in the sale of wholesale origination products and services, with a specific focus on government loan programs - FHA, VA and USDA. Effectively communicate and train our broker/banker partners on the company policies and procedures in the handling of wholesale mortgage originations and ultimately provide value to them by increasing fundings.


Mortgage Account Executive - Real Estate Division

Avadian Credit Union

Developed and built relationships with the 16 credit union branches located throughout the state of Alabama. Originated mortgage loans and also performed a range of professional duties related to the management of mortgage services offered to the 65,000+ credit union members including both in-house and wholesale investor loans. 


Wholesale Account Executive

Castle Mortgage Corporation

Focused on developing and expanding both wholesale and correspondent business partnerships with mortgage brokers, mortgage bankers, community banks and credit unions throughout the Southeast United States.


Senior Loan Officer

Principal Mortgage, LLC

Originated mortgage loans, including purchases and refinances. Developed and implemented comprehensive marketing campaigns to effectively build a sales pipeline from a database of 4000+ clients, referral sources and network contacts. 


Mortgage Broker / Owner

Austin Mortgage Group, LLC

Centrally responsible for the formation and operation of a full-service mortgage brokerage firm. Operational responsibilities included the management of as many as 4 employees, partnerships with 12+ lenders and investors, administrative functions, and related services typical of an upper-level executive.


Mortgage Loan Officer & JV Manager

MortgageSouth (a division of RealtySouth)

Counseled and educated 110+ real estate agents and their clients. Managed the operation and development of two affiliated mortgage companies which were joint ventures with builder groups. Chosen to serve as trainer to new agents teaching mortgage financing as part of their licensing requirements.


Mortgage Loan Officer & Construction Manager

Coats & Co., Inc.

Originated residential mortgage loans and managed the process from contract to closing. Managed a pipeline capacity of $15 million in residential construction loans.


Licensing & Certification

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