Casey McCarthy, MBA

Experience

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  Wyndham Hotel Canal Place

  Jan 2005 - Oct 2005

  Guest Services, Night Auditor
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  Sonesta Hotels

  Nov 2005 - May 2007

  Guest Services, Night Auditor
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  Northwestern Mutual of LA

  May 2007 - Dec 2009

  Financial Services Representative and Registered Associate Financial Representative

  • Provided consultative guidance and sales of insurance (life, health, accident, variable) policies as well as open-end investment companies, management companies, mutual funds, unit investment trusts, and variable annuities.• Partnered with Senior Financial Rep to maintain and expand book of business, and played a pivotal role in partner earning Million Dollar Round Table status.• Evolved business focused on risk management and retirement products to more complex and profitable wealth management and wealth preservation solutions. Show less

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  Wells Fargo

  Mar 2010 - Nov 2010

  Sales and Credit Lending Manager

  - Generated excellent revenues for the company by selling financial products and services such as real estate loans, auto loans, and debt consolidation solutions. Managed on average $500-$750 per mortgage loan through refinancing methods- Specialized in Sales, Servicing, and assisted in underwriting of primarily FHA Home Mortgage Loans, and additional, Auto Loans and Debt consolidation products required to meet and exceed monthly sales incentive.-Outperformed sales team and worked closely with branch manager while cultivating productive relationships with new and existing clients before the closure of 635 Home and Consumer Financial stores starting in July, 2010 due to the Financial Markets Show less

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  Google

  Mar 2011 - Oct 2011

  Research Project Coordinator
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  BrownGreer PLC

  Mar 2012 - Jun 2017

  Senior Analyst and Manager at BrownGreer PLC
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  Crescent Bank & Trust

  Sept 2017 - Apr 2020

  National Credit Loan Officer II
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  NOLA Lending Group, a division of Fidelity Bank

  Jun 2020 - now

  Mortgage Loan Officer - Nola Lending and Fidelity

  We can educate and guide you through new purchases, cash out and rate/term refinances, and debt consolidation ideas with a plethora of mortgage loan products. We look forward to making home financing as quick and efficient as possible through a level of experience and professionalism.