Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Utility Inspection Tech/ Damage Prevention Tech
Recon Utility Services
Boston, MA
09.2023 - Current
Performed leak surveys on gas meters and jurisdictional piping
Perform corrosion inspections on gas piping
Participated on winter patrol of cast iron piping using flame ionizer
Assigned to damage prevention during dig season, cast iron encroachment
Provide Utility Mark Out for National Grid Electric Design Group
Secondary function provides origination support to sales staff on renovation loan products
Vice President of Correspondent Sales- New England
THE MONEY SOURCE INC
Boston, MA
03.2014 - 06.2016
B2B Regional Sales Leader
Responsible for researching accounts, contract negotiations, onboarding and lifetime account management of clients
Managed 30+ clients in the Northeast U.S. territory, consisting of Banks, Credit Unions, and Mortgage Bankers. Hybrid role of inside and outside sales.
Specialized in direct to agency loan securitization.
Built territory from no production to $60M+ per month in purchased loans.
Correspondent Account Executive- NE Region
ENDEAVOR AMERICA LOAN SERVICES
Boston, MA
06.2013 - 02.2014
Endeavor America Loan Services (EA) implemented a Correspondent merger with its parent company The Money Source Inc. effective February 1, 2015.
Continued as Vice President of Correspondent Sales with The Money Source, Inc. as a separate entity.
Account Executive- Capital Markets Team
FIRST GUARANTY MORTGAGE CORPORATION
Boston, MA
06.2013 - 02.2014
Managed 20 accounts in multi-state territory consisting of Banks and Mortgage Bankers.
Production numbers in the top 10% company wide.
Participated in the development of the Non-Delegated Correspondent Channel.
Senior Account Executive- Correspondent Sales
NXTLOAN.COM
Boston, MA
06.2010 - 05.2013
Personally produced 30%+ of company production as top producing TPO/Correspondent/Retail Account Executive month after month for "niche" lender specializing in FHA Low FICO and FHA 203K Rehab Loans. Hybrid Inside/ Outside Sales
Managing Partner- Commercial Mortgage Broker
INTEGRITY CAPITAL SOLUTIONS, LLC
Boston, MA
01.2007 - 04.2013
Served as Agency Correspondent and source for long- and short-term capital for all commercial property types.
Responsible for marketing, processing and investor relations.
Senior Loan Officer- Inside Sales
AEGIS LENDING CORPORATION
Braintree, MA
01.2006 - 01.2007
Originated Sub Prime and Alt A products in a multi-state territory
Inside sales working leads and lists, managed loan process from initial conversation to close
Sales Manager- Inside Sales B2C
DEBT MANAGEMENT SOLUTIONS
Beverly, MA
01.2003 - 04.2005
Prospected and managed a pipeline of consumer clients
Managed a team of debt negotiators in a call center environment
Sales Manager- Producing
CENTURY PLUS FINANCIAL
Sarasota, FL
01.1999 - 01.2002
Directed sales, trained and mentored twelve loan officers as producing sales manager.
Originated and managed own pipeline of clients
Owner/ Operator
A MATZ COATINGS
Sarasota, FL
01.1995 - 01.2000
Owned and operated concrete coating and restoration business serving homeowners on Florida's Southwest coast; ran entire business, operated equipment, and provided strong customer service.
Weather Observer
UNITED STATES MARINE CORPS
Parris Island, SC
10.1987 - 10.1995
Provided weather forecasting and support to rotary and fixed wing aircraft.
Served as front line weather observer in Desert Storm/ Desert Shield operations.
Education
Certificate - Meteorology
Air University
Montgomery, AL
Skills
Goal oriented
Attention to detail
Training and mentoring
Negotiation
Microsoft Excel
Documentation review
GIS software
Outdoor work
Financial acumen
Customer relationship management
Supervising experience
Analysis skills
MS Office
Account Management
Communication skills
Safe work practices
CRM
GPS
Customer support
Relationship management
Presentation Skills
Time management
Outside Sales
Math
Microsoft Outlook
Certification
Registered Federal Mortgage Loan Originator Present
Driver's License
Certified Mortgage Planning Specialist- CMPS
NMLS
Military Service
Branch: United States Marine Corps
Service Country: United States
Rank: LCPL
Additional Information
Skills & Expertise
Mortgage Underwriting
Credit Analysis
Rehab Loans
Secondary Mortgage Markets
Loan Origination
Commercial Lending
Mortgage Lending
Calyx
Investment Properties
Inside Sales
USDA Rural Housing
VA Loans
FNMA
Excel
Multifamily Financing
Outside Sales
Timeline
Utility Inspection Tech/ Damage Prevention Tech
Recon Utility Services
09.2023 - Current
VP- Mortgage Banker, CMPS - Self Sourcing
THE FEDERAL SAVINGS BANK
10.2017 - Current
Senior MLO, CMPS - Self Sourcing
FIRST CHOICE LOAN SERVICES INC
10.2016 - 09.2017
Vice President of Correspondent Sales- New England