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Tyler Halverson

Tyler Halverson

Financial Advisor

Followers of Tyler Halverson2000 followers
location of Tyler HalversonScottsdale, Arizona, United States

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  • Timeline

  • About me

    Mortgage BPO Expert | Connecting Lenders to the Global Workforce

  • Education

    • University of Oregon

      2011 - 2014
      Bachelor of Science (B.S.) Economics

    • University of Alaska Anchorage

      2010 - 2011

  • Experience

    • Edward Jones

      Aug 2014 - Aug 2016
      Financial Advisor

      - Broker and Investment Advisor- Series 7 and Series 66 Licensed- Acted as interim manager of $20M branch

    • The Money Source Inc.

      Aug 2016 - Feb 2023

      - Serviced delegated lender partners- Cultivated new opportunities through vendor referrals and in-person engagements- Best Effort, Mandatory bulk and Forward bulk pricing options- Agency, FHA, VA, USDA, Jumbo and niche products- Partnered and managed relationships with over 100 lenders- Purchased over $2.5 Billion in loans since 2018

      • VP, Correspondent Sales

        Mar 2022 - Feb 2023

      • Correspondent Account Executive

        May 2017 - Mar 2022

      • Mortgage Loan Officer

        Aug 2016 - May 2017

    • Verity Global Solutions

      Feb 2023 - now
      VP, Business Development

      Verity Global Solutions is a leading provider of Mortgage BPO and Automation solutions (RPA / AI). Verity performs a wide variety of behind the scenes tasks and processes so that lenders can scale quickly, operate more efficiently and with higher margins.

  • Licenses & Certifications

    • Mortgage Loan Originator

      NMLS

    • Lean Six Sigma Yellow Belt

      Alison
      Jun 2024
      View certificate certificate

    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      Oct 2015

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Oct 2015