| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Vice President, Head of Correspondent Lending |
PHH Mortgage |
Charlotte, North Carolina, United States |
Mar 2021–Present |
3 mos |
| 2 |
Senior Vice President, Correspondent Sales |
Mr. Cooper |
Charlotte, North Carolina, United States |
Aug 2020–Mar 2021 |
8 mos |
| 3 |
President & Chief Executive Officer |
Waterstone Mortgage Corporation |
Greater Milwaukee Area |
Aug 2019–Jul 2020 |
1 yr |
| 4 |
Managing Director, Chief Production Officer |
Pacific Union Financial, LLC |
Charlotte, North Carolina Area |
Aug 2017–Jun 2018 |
11 mos |
| 5 |
Sr Executive Vice President, Correspondent and Wholesale Channels |
Pacific Union Financial, LLC |
Charlotte, North Carolina Area |
Jan 2016–Jul 2017 |
1 yr 7 mos |
| 6 |
Executive Vice President, Correpsonent Channel Manager |
Pacific Union Financial, LLC |
|
Jan 2014–Dec 2015 |
2 yrs |
| 7 |
Senior Vice President, National Correspondent Sales Manager |
Pacific Union Financial, LLC |
Charlotte, North Carolina Area |
May 2013–Dec 2013 |
8 mos |
| 8 |
Division Manager, Correspondent Lending |
JPMorgan Chase & Co. |
Charlotte, NC |
Feb 2008–Apr 2013 |
5 yrs 3 mos |
| 9 |
Senior Vice President, National Correspondent Sales Manager (Aurora Loan Services) |
Lehman Brothers |
|
Apr 2007–Feb 2008 |
11 mos |
| 10 |
Senior Vice President, Regional Sales Manager (Aurora Loan Services) |
Lehman Brothers |
Charlotte, North Carolina Area |
Aug 2005–Apr 2007 |
1 yr 9 mos |
| 11 |
Senior Vice President, Retail Sales and Strategy Executive |
Bank of America |
Charlotte, North Carolina Area |
Mar 2004–Jul 2005 |
1 yr 5 mos |
| 12 |
Senior Vice President, Consumer Direct Sales Executive |
Bank of America |
Charlotte, North Carolina Area |
Feb 2002–Feb 2004 |
2 yrs 1 mo |
| 13 |
Senior Vice President, Process Design Executive |
Bank of America |
Charlotte, North Carolina Area |
Nov 2000–Jan 2002 |
1 yr 3 mos |
| 14 |
Vice President, Division Sales Manager |
Bank of America |
|
Jul 1996–Oct 2000 |
4 yrs 4 mos |
| 15 |
Vice President, Specialized Correspondent Lending |
Bank of America |
|
Nov 1994–Jun 1996 |
1 yr 8 mos |
| 16 |
Vice President, Regional Manager |
Chemical Residential Mortgage |
Charlotte, North Carolina Area |
Jan 1994–Nov 1994 |
11 mos |
| 17 |
Regional Manager, Correspondent Lending |
Fleet Bank |
|
Aug 1988–Jan 1994 |
5 yrs 6 mos |
| 18 |
VP & Senior Credit Underwriter |
Bank of San Francisco |
San Francisco Bay Area |
Feb 2018–Present |
3 yrs 4 mos |
| 19 |
VP, Portfolio Manager |
Trans Pacific National Bank |
88 Kearny Street, San Francico, CA |
Jun 2013–Apr 2017 |
3 yrs 11 mos |
| 20 |
Portfolio Manager |
Far East Naional Bank |
San Francisco, CA |
Jun 2012–Jun 2013 |
1 yr 1 mo |
| 21 |
AVP, Loan Portfolio Manager |
Bank of the Orient |
San Francisco |
Apr 2006–Feb 2012 |
5 yrs 11 mos |
| 22 |
Commercial Loan Underwriter |
National American Bank |
San Francisco |
Jun 2001–Apr 2006 |
4 yrs 11 mos |
| 23 |
Loan Specialist |
United Commercial Bank |
San Francisco Bay Area |
Jun 1998–Apr 2001 |
2 yrs 11 mos |