Andrea Chamberlain is a dynamic Senior Onboarding Specialist at U.S. Bank, where she excels in streamlining the integration of new hires into the company culture and operations. With over a decade of experience in human resources, Andrea has developed innovative onboarding programs that have increased employee retention by 30% over the past three years. Her passion for fostering a welcoming and efficient onboarding experience has earned her multiple accolades, including the U.S. Bank Excellence in HR Award. Outside of work, Andrea is an advocate for diversity and inclusion, volunteering her time to mentor underrepresented groups entering the finance industry.More...
Hannah Specktor
Senior Operations Processor@Wells Fargo Home Mortgage
Verified
I have worked in mortgage since 2010 and have held numerous roles in post closing and government loan scalability. I have gradually advanced through each role with top numbers and quality and have participated in leadership positions and mentor/mentee programs. I also coach volleyball and that allows me the skills to lead my team and grow within it. I'm comfortable taking the lead and speaking in front of groups and know how to get the most out of each person despite their different backgrounds and experiences.More...
Rick Cowman
BEA@Wells Fargo Home Mortgage
Verified
Aimee Beilgard
Senior Compliance Specialist@Wells Fargo Home Mortgage
As an experienced professional in quality assurance, risk mitigation, and compliance management, I have over a decade of experience in the banking and mortgage industry.
My expertise lies in risk management, quality control, and regulatory compliance, ensuring that operations align with industry and regulatory requirements. With a proven track record of improving efficiency, reducing risks, and ensuring compliance excellence, this validates that I am a valuable asset and professional to any organization.
Lastly, I am pursuing my CRCM certification in June, showcasing my commitment to ongoing professional development in the risk and compliance sector.More...
Brian Williams
Branch Manager@Canopy Mortgage
Verified
I’ve been in banking and mortgage over 16 years.More...
Zeah DeBolt
CPA, Controller, Accountant
Verified
Zeah is an experienced CPA with over 10 years experience in the accounting industry. Starting in Audit at RSM, I now works as a self employed firm owner doing small business tax, accounting and advisory work.More...
Hannah Klehr
MBA + Sales, Marketing & Customer Service
Verified
With over a decade of experience in mortgage sales, I bring a strong track record of building client trust, meeting revenue goals, and navigating complex financial products. My professional journey began in marketing and analytics, where I developed a strategic foundation in consumer behavior, data interpretation, and campaign performance optimization. Combined with my MBA, this diverse background enables me to approach projects with a unique blend of analytical rigor and customer-focused execution. I’m currently seeking project-based opportunities in sales, marketing, quality assurance, and customer service where I can deliver results-driven solutions and exceed client expectations.More...
Emily Pim
Senior Compliance Manager@Snap Finance
Verified
Emily Pim is the Senior Compliance Manager at Snap Finance, where she spearheads initiatives to ensure regulatory adherence and operational integrity across the organization. With over a decade of experience in financial compliance, Emily has successfully implemented strategic frameworks that have reduced compliance risks by 30% over the past two years. Her expertise in navigating complex regulatory landscapes has been instrumental in fostering a culture of transparency and accountability within the company. Emily holds a Master’s degree in Business Communication from William Penn University and is a regulatory compliance professional, known for her proactive approach and leadership in the industry.More...
Anthony Rodriguez
Lead Control Management Officer@Wells Fargo
Verified
Anthony Rodriguez serves as the Lead Control Management Officer at Wells Fargo, one of the largest and most renowned financial services organizations in the world. With over two decades of experience in the financial sector, Anthony possesses a deep understanding of risk management, policy development, and regulatory compliance. He has a proven track record of guiding teams to achieve operational excellence while ensuring adherence to industry standards and regulations. Prior to Wells Fargo, he held various leadership roles in notable financial institutions, where he honed his skills in effective control management. His impeccable leadership skills, prior military service and strong commitment to ethical business practices have been instrumental in his successful career.More...
Sara Hoffman
Mortgage Closer@Windsor Mortgage Solutions
Verified
As a Mortgage Closer at Windsor Mortgage Solutions, your role is pivotal in ensuring the finalization of mortgage loans. You are responsible for preparing and verifying the closing documents, ensuring compliance with mortgage lending rules and regulations, and coordinating with relevant parties such as clients, lenders, and attorneys. Your role also involves conducting final loan reviews, confirming the accuracy of loan amounts and payment details, and ensuring that funds are disbursed correctly. Your efficiency, accuracy, and attention to detail contribute significantly to the overall customer satisfaction and the company's reputation.More...
Latrese Walker
Compliance Manager
Verified
Latrese Walker is a seasoned Compliance Manager with over a decade of experience in the field. Known for her strategic planning and risk assessment skills, Latrese has worked with several prestigious organizations, ensuring they maintain regulatory compliance. She holds a Bachelor's degree in Business Administration and completed her Master's in Regulatory Compliance. Latrese is also a certified compliance professional. Her in-depth knowledge of industry standards, compliance laws, and regulatory issues has proven instrumental in her role. She is adept at designing and implementing policies that promote company culture and vision. As a natural leader, Latrese has a knack for training and developing teams, ensuring adherence to both internal and external rules and regulations. In her spare time, Latrese enjoys attending seminars and webinars to stay updated with the latest trends and changes in compliance laws and regulations.More...
Anne Kirklin
VP / Process Improvement Consultant, Sr.@PNC Financial Services Group
Verified
Anne Kirklin most recently served as the Vice President and Senior Process Improvement Consultant at PNC Financial Services Group. With a wealth of experience in the financial services industry, her expertise lies in her ability to analyze, plan, and implement cross functional innovative solutions and rise through the ranks at PNC, contributing to overall business efficiency and profitability. Prior to her most recent role, Anne held various leadership positions that honed her skills in financial management and strategy development. She is recognized for her leadership, strategic thinking, agility, and successfully building impactful relationships.More...
Billie Adams
District Sales Manager@Guild Mortgage Company
Verified
Billie Adams is a proficient District Sales Manager at Guild Mortgage Company. She has a rich background in sales and management, demonstrating a keen understanding of strategic sales techniques and business development. Throughout her tenure at Guild Mortgage, she has excelled at fostering relationships with clients, boosting sales performance, and driving the company's growth. Prior to her current role, Billie worked in various sales positions where she honed her skills in customer service and team management. She holds a solid reputation for her commitment to excellence and her ability to lead her team towards achieving their sales targets. Billie's leadership and sales expertise make her a valuable asset to the Guild Mortgage team.More...
Jennifer Sieleman
Executive Assistant / Project Coordinator@Cetera Financial Group
Verified
Jennifer Sieleman is currently serving as the Executive Assistant / Project Coordinator at Cetera Financial Group. In her role, she is responsible for providing administrative support to the executive team and coordinating various projects within the company. Her tasks include managing schedules, coordinating meetings, and ensuring that all projects are completed on time and within budget. She is known for her strong organizational skills, attention to detail, and ability to manage multiple tasks simultaneously. Jennifer plays a crucial role in the smooth operation of Cetera Financial Group, contributing significantly to its efficiency and productivity.More...
Angie Medlin
Mortgage Loan Officer@Union Home Mortgage - UHM
Verified
Angie Medlin is a highly experienced Mortgage Loan Officer at Union Home Mortgage - UHM. With a demonstrated history in the financial services industry, she specializes in mortgage lending, helping clients secure loans for their dream homes. Angie possesses an in-depth understanding of financial advising and loan underwriting. Her commitment to providing excellent customer service, combined with her financial acumen, has made her a valuable asset in the home mortgage lending industry. Angie's professionalism and dedication ensure she provides tailored financial solutions to meet the unique needs of each client.More...
Tom Sebring
Financial analyst@Www.Tomsebring.com
Verified
Tom Sebring is a seasoned Financial Analyst at Www.Tomsebring.com. He brings over 15 years of experience in financial modeling, forecasting, and profitability analysis. Tom is particularly skilled at interpreting financial data and providing actionable insights for business growth. His analytical acumen and strategic thinking have made significant contributions to the company's success. Prior to joining Www.Tomsebring.com, Tom held various roles in finance and accounting in several multinational companies. He holds a bachelor’s degree in economics and a Master’s degree in international finance.More...
Aaron Hill
Product Manager@Citizens Bank
Verified
26 year in mortgage operations, management, and technology.More...
Barry Schwartze
Agile Strategist@Kaizenly
Verified
I've been working in software development for over 25 years, starting as a developer and then wearing all the different kinds of hats (PM, BA, UX, etc) as a consultant for more than 10 years before moving into Agile Strategy and consulting for the last 8 years.More...
Marla Matime
Founder/CEO@The MAR.M Agency LLC
Verified
Established in November 2020, The MAR.M Agency LLC is a full-service media and creative agency, aimed to service clients in order to reach communities around the globe. We aim to generate engagement through advertising, marketing, as well as, video and audio production that speaks to the needs of our clients desired customer base. We have built authentic relationships with industry leaders, community based organizations, and Elected public officials. The MAR.M Agency is a strong advocate for independent professionals and BIPOC workers, environmental and social justice, and the arts and culture communities.More...
Leigh Ann Van Epps
Online Business Manager@Self Employed
Verified
A strategic partner who helps business owners optimize their online operations, maximize efficiency, & grow their businessMore...
Jessica Glenn
Renovation Scope Manager@Pagaya
Verified
I’m a project manager and implementation professional. I’ve worked in banking, real estate, acquisitions, insurance and construction.More...
Brad Ashby
Sr. Director - Client Partnerships & Program Management, Digital Strategy & Transformation@VRIZE
Verified
Sr. Leader in Organization and Digital Strategy, Transformation, Program Management, and Customer EngagementMore...