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Alan Simons

Alan Simons

Senior Loan Advisor

Followers of Alan Simons808 followers
location of Alan SimonsDanville, California, United States

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  • Timeline

  • About me

    Area Sales Manager at Movement Mortgage, LLC

  • Education

    • Marin Catholic High School

      1973 - 1977
      Kentfield, California

      Activities and Societies: Lifetime Member-California State Scholarship Foundation, Junior Varsity Basketball, Varsity Baseball, Winner of Collegiate Scholarship to San Francisco Art Institute from Bay Area Educators, Artists and Technicians Society.

    • Town School for Boys

      1969 - 1973
      2750 Jackson Street San Francisco, California

      Activities and Societies: Soccer, Basketball, Baseball, Yearbook, etc.

    • University of California, Berkeley

      1977 - 1981
      Economics, Comparative Literature

      Activities and Societies: UCB Dean's List for Academic Excellence. Delta Upsilon Fraternity. Lifetime Member UC Berkeley Alumni Association.

  • Experience

    • California Mortgage Advisors, Inc.

      Jan 1994 - Jan 2000
      Senior Loan Advisor

    • Stanford Mortgage

      Feb 2001 - Aug 2004
      Vice President, Senior Loan Officer

      Served the needs of Stanford Alumni and Silicon Valley homeowners as to their need for financing and debt-structuring for their residential and commercial properties.

    • Wells Fargo Bank

      Aug 2004 - Sept 2010
      Private Mortgage Banker

      *Originating loans for Private Bank clients*Underwrote and approved loans for an elite team of high-talent loan officers for the sometimes complicated needs of Wells Fargo Bank's Wealth Management and Private Advisors groups.*Financial advise in structuring of liabilities and assets.*Creative solutions to clients' challenging situations.*Top 10% Producer Nationwide in all 6 years at Private Mortgage Banking.

    • AMC Alameda Mortgage Corporation Since 1968

      Sept 2010 - Apr 2015

      Financing specialist in retail and commercial mortgages.

      • Private Mortgage Banker

        Sept 2010 - Apr 2015

      • Director of Retail Branch Acquisitions

        Sept 2010 - Apr 2015

    • Envoy Mortgage, LLC

      Mar 2015 - Feb 2016
      Sales Manager

      Recruiting, Hiring and Managing my teams of Loan Officers.

    • Movement Mortgage, LLC

      Feb 2016 - now
      Sales Manager - SF BAY AREA

      *Senior Loan Officer*Mentor*Recruiting highly experienced and extraordinarily talented mortgage professionals to California Movement Mortgage Branches.

  • Licenses & Certifications

    • NMLS #395399

      National Mortgage Lending Service
      Jan 2016

  • Honors & Awards

    • Awarded to Alan Simons
      Wells Fargo Private Mortgage Banking Top 10% Producer -

  • Volunteer Experience

    • Lay Minister and Group Leader

      Issued by San Francisco Church of Christ on Jun 1994
      San Francisco Church of ChristAssociated with Alan Simons