Summary
Overview
Work History
Education
Timeline
Generic
Richard Wallace

Richard Wallace

Naples,FL

Summary

High-achieving Mortgage Broker/ Owner with career spent building client relationships and working with lenders. Exceptional loan origination knowledge and follow up with lenders and borrowers. Dedicated to best-in-class mathematical accuracy and efficiency. Company Compliance Officer.

Overview

29
29
years of professional experience

Work History

Mortgage Broker Owner / President

Priority Financial, LLC
05.2008 - Current
  • Responsibilities: Originate, Process and Post Close Conventional, FHA, VA Loans Compliance Officer for Company

Mortgage Broker Operations Manager

The Mortgage Link
04.2006 - 05.2008
  • Responsibilities: Manage Originators and Processors
  • Originate, Process and Post Close Conventional, FHA, VA Loans

Mortgage Broker Owner

Diversified Financial, LLC
09.1998 - 04.2006
  • Responsibilities: Manage Originators and Processors
  • Originate, Process and Post Close Conventional, FHA, and VA Loans

Financial Planner

Lincoln Financial Advisors
07.1995 - 03.2002
  • Responsibilities: Invest and Manage Clients Assets

Mortgage Broker

Elite Funding
08.1996 - 09.1998
  • Responsibilities: Originate Conventional, FHA, VA Loans

Education

Bachelor of Arts - Economics

University of Maryland - College Park
College Park, MD
05.1987

High School Diploma -

Springbrook High School
Silver Spring, MD
05.1983

Timeline

Mortgage Broker Owner / President

Priority Financial, LLC
05.2008 - Current

Mortgage Broker Operations Manager

The Mortgage Link
04.2006 - 05.2008

Mortgage Broker Owner

Diversified Financial, LLC
09.1998 - 04.2006

Mortgage Broker

Elite Funding
08.1996 - 09.1998

Financial Planner

Lincoln Financial Advisors
07.1995 - 03.2002

Bachelor of Arts - Economics

University of Maryland - College Park

High School Diploma -

Springbrook High School

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Richard Wallace