Experience

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  Bank of america

  Sept 2006 - Mar 2021

  Using my extensive mortgage experience helping clients purchase their first home, refinance an existing mortgage or establishing a home equity line of credit in the Rock Hill SC, Fort Mill SC and the greater Charlotte NC region. Responsible for applications and seeing to closing mortgage applications from Bank of America's centralized sales line of business.-Assisted clients with FHA, conventional, non conventional/jumbo, affordable home purchases-Ranked in the top 5% of peers-Yearly funding award twice-MVP quarterly awarded several times -Various monthly awards for productions Licensed series 7 / 66 employee responsible for addressing client needs and meet goals using credit, deposit and investment products. Series 7 / 66 licensed professional responsible for acquiring retirement assets and rolling over 401k accounts. Series 7 / 66 licensed associate who was responsible for tradings, balances and other maintenance in customer's accounts.

  • AVP, Financial Center Lending Officer NMLS# 589348

    Jan 2017 - Mar 2021

  • AVP Mortgage Loan Officer NMLS# 589348

    Mar 2009 - Jan 2017

  • Preferred Banker

    Apr 2008 - Mar 2009

  • Retirement Specialist

    Jul 2007 - Apr 2008

  • Investment Specialist

    Sept 2006 - Jul 2007
• 

  Guaranteed rate

  Mar 2021 - Aug 2021

  Mortgage specialist

  Guaranteed Rate, Inc. NMLS 2611 3940 N. Ravenswood Ave., Chicago, IL 60613(866) 934-7283 • rate.comEqual Housing Lenderwww.rate.com/Privacy

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  Freedom mortgage

  Aug 2021 - Jul 2022

  Senior loan advisor
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  Merrill lynch

  Jul 2022 - now

  Financial solutions advisor
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  Bank of america

  Jun 2024 - now

  Private bank fsa