Mortgage Banking, Finance, Lending & Insurance Sales Leadership
Over 40 years of leadership in banking, mortgage lending, consumer finance,
insurance, annuities, and wealth management.
Published Works & Thought Leadership
- 1. Mortgage Banking, Wholesale Lending & Loan Origination
- Established & led mortgage divisions, scaling lending operations across institutions with FHA, VA, conventional, portfolio & non-QM loans.
- Wholesale & retail mortgage lending expert with experience in origination, underwriting, pricing, and secondary market sales.
- Funded over $1 billion annually at Washington Mutual; record-breaking sales at Wells Fargo, First Bank & Home Savings of America.
Leadership Roles in Banking & Mortgage Lending:
Vice President & Mortgage Advisor, First Bank (2019–2022): Built new mortgage division, partnerships, compliance & efficiency improvements.
Assistant VP & Branch Manager, Wells Fargo (2008–2012): Led 20 loan officers, funding $40M annually; 4x President’s Club Winner.
Vice President & Senior Loan Center Manager, Washington Mutual (1997–2008): Managed 5 branches, funding $1B annually for 9 years.
Consumer Lending Regional Manager, Home Savings of America (1993–1997): Managed 30+ loan officers, closing $10M–$15M per month.
Mortgage Banker & Broker, First Fidelity Financial (1992–1994): Founded mortgage banking firm, funding $10M+ monthly.
- 2. Consumer Finance, Wholesale Lending & Asset Management
Wholesale & portfolio loan structuring; securitization and credit risk management.
Specialist in consumer & business finance: home equity, personal loans, credit underwriting.
Managed underwriting, compliance, and quality control for multi-billion portfolios.
Wholesale Lending, Security Pacific Financial Services (1989–1990): Managed wholesale lending operations, approved loans up to $300K, developed lending policies.
VP, Great American Mortgage (1990–1992): Built wholesale platform, funded $15M monthly, managed secondary sales & investor relations.
- 3. Insurance, Annuities, & Wealth Management
Licensed insurance & annuity specialist in life insurance, retirement planning, and estate solutions.
Mentored 500+ agents in sales, financial planning, and customer acquisition.
Focused on holistic wealth advisory and risk management strategies.
Insurance & Investment Regional Manager, Primerica Financial Services (1985–1989): Recruited & trained 50+ agents monthly; top recruiter & sales leader statewide.
- 4. Business Development, Sales Leadership & Training
Built and managed high-performance teams of 200+ professionals.
Developed multi-channel sales & marketing strategies for real estate and finance.
Nationally recognized trainer, speaker, and seminar leader.
Sales & Leadership Training Expert: Designed corporate training programs, sales scripts, and digital marketing playbooks driving multi-million growth.
Why Work With Me?
- 40+ Years of Leadership in Banking, Lending, and Financial Services
- Expert in Consumer Finance, Mortgage Lending, & Wholesale Loan Structuring
- Licensed Insurance & Annuity Specialist, Wealth Protection & Retirement Planning
- National Sales Trainer & Business Growth Strategist
- Trusted Advisor in Real Estate, Lending, and Investment Finance
Why Work With Me?
Let’s Talk! Whether you’re seeking real estate financing, business funding, or financial planning solutions, I have the expertise and experience to help you achieve financial success.