Dynamic, licensed real estate professional specializing in construction and residential mortgage financing, with an interior designer's certification. Accomplished in credit analysis presentations of diverse financial portfolios, including knowledge of appraisals, surveys, title work. Direct work with construction contracts, plans, specs, budgets and draws. Detail and multi-task oriented, managing an office and resolving issues with strong organizational, written and verbal interpersonal skills.
Successfully climbed two corporate ladders before establishing a boutique residential mortgage company, building a strong client base and a core of third party vendors and lenders, becoming an expert in construction lending.
Design and act as general contractor for the construction of my home.
Successful completion of Interior Designer's Certification.
Accountable for all business aspects including developing a strong, credible client base, overall customer satisfaction, building lender relationships, attending continuing education classes and keeping current on products and laws.
Originate and successfully close jumbo and super jumbo mortgages in Colorado's ski resort communities.
Responsible for originating new business relationships and leveraging existing ones. Understand client needs to effectively cross-sell bank products to business owners and their employees. Development of lead sources via cold calling and joint marketing.
Manage a major merchant portfolio of over 1,000 contracts, ensuring optimal levels of products and services to meet and exceed client expectations, improving profitability. Awareness of future opportunities to present to Chief Financial Officers.
Work closely with the Branch Manager in the expansion of PMB into California, preparing offices and training new hires. Assist in a joint venture with Wells Fargo. Continue generating, underwriting, and timely closing jumbo residential loans.
Grow a portfolio of affluent clients, working with them and their financial managers throughout the residential mortgage process. Prepare and present credit analysis' and loan documentation.
Assist in the formation of this new law firm, developing client databases, computerized forms, legal billing, electronic filing system, legal research databases. Continue work in complex civil litigation, real estate, corporate, and municipal and special district matters.
Work on complex civil litigation, corporate bankruptcy and antitrust matters. Investigative work through client and witness contacts, and analysis of documents. Draft pleadings and memorandums, trial and deposition preparation, research and case strategy analysis, and general corporation organization work.
Professional Teachers License.
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