James K Barath, CMPS

Current

• Founder at NW Indiana reCONNECT
• Certified Mortgage Planner at Benchmark Mortgage
• President at BD Consultants, Inc

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Past

• Realtor at Home Advantage Real Estate
• Vice President at Alamo Services, Inc.
• Table Games at Harrah's Entertainment, Inc

• Table Games at Showboat Mardi Gras Casino (n/k/a Harrah's Entertainment, Inc)

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1 more...

Education

• CMPS Institute
• Purdue University Calumet
• Dale Carnegie Training

• Valparaiso University
• Chesterton High School

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2 more...

Recommended

17 people have recommended James K

Connections

500+ connections

Industry

Financial Services

James K Barath, CMPS’s Summary

We Are Certified Mortgage Planners Facilitating Life Success!!!

Our vision is to become an industry leader and one of America's premier mortgage planning companies. We will journey towards greatness with the support of people who care while openly sharing our successes.

Our mission is to facilitate prosperity, to empower ideal growth and to promote community stewardship. We will achieve these goals collectively by the process of our passionate interconnected outreach.

We want to be known as Life Facilitators offering sound financial advice, implementing innovative & highly competitive mortgage strategies and fostering an affinity towards success for all. We also want it known that The Barath Group understands the value of people and that we encourage building deep relationships. In conclusion, we want to totally satisfy our customers' mortgage needs as the gateway to their dreams.

Please navigate our website www.MyBenchmarkMtg.com to learn more about us, what we do for you, and how easy it is to get started.

James K Barath, CMPS’s Specialties:

Certified Mortgage Planning Specialist (CMPS®)
FHA Loan Expert for Purchases & Refinances
REVERSE MORTGAGE Adviser and Originator
Home Equity Conversion Mortgage (HECM) Educator
Strategic Equity Management to enhance Holistic Wealth
Qualified Liability Adviser Prudently Managing Your Mortgage

James K Barath, CMPS’s Experience

• Founder

  NW Indiana reCONNECT

  (Fund-Raising industry)

  April 2008 — Present (1 year 8 months)

  http://nwireconnect.ning.com - Join today!
  
  NW Indiana's leading online network created to interconnect the real estate industry & local professionals to foster community stewardship.
  
  Ultimately, the success of NW Indiana reCONNECT will be measured by how we bring people together to collectively share and create a synergy of life success!
  
  The future is now...Spread the word and Share this message with other like-minded professionals today!

• Certified Mortgage Planner

  Benchmark Mortgage

  (Privately Held; 51-200 employees; Financial Services industry)

  June 2007 — Present (2 years 6 months)

  www.MyBenchmarkMtg.com
  
  Mortgage Planning is about building relationships, not just conducting a transaction. As such, it requires a defined system of accountability in order to work effectively. The Mortgage Planning Process consists of the following five steps:
  
  1. Establish and Define the Client-Planner Relationship
  2. Analyze and Evaluate Your Financial Status
  3. Develop and Present Mortgage Planning Recommendations and/or Alternatives
  4. Implementing the Mortgage Planning Recommendations
  5. Monitor the Mortgage Planning Recommendations through a Quarterly or Annual Mortgage and Equity Management Review
  
  Always keep these in mind and reference them when working with your Certified Mortgage Planning Specialist!

• President

  BD Consultants, Inc

  (Management Consulting industry)

  February 2006 — Present (3 years 10 months)

  Harnessing the power of social media / networking to accelerate brand awareness for small businesses. Want to know more? Contact me and let's schedule a time to speak about your business needs.

• Realtor

  Home Advantage Real Estate

  (Real Estate industry)

  August 2006 — December 2008 (2 years 5 months)

  Full Service Real Estate...2% Commission

• Vice President

  Alamo Services, Inc.

  (Partnership; 11-50 employees; Financial Services industry)

  January 2001 — June 2007 (6 years 6 months)

  Mortgage brokerage office serving the needs of Northwest Indiana and the greater Chicagoland region.

• Table Games

  Harrah's Entertainment, Inc

  (Entertainment industry)

  December 1997 — December 2000 (3 years 1 month)

  Maintained table game compliance while enriching the gaming experience for customers. Focused on building loyalty and value with Asian clientele in the greater Chicago area market.

• Table Games

  Showboat Mardi Gras Casino (n/k/a Harrah's Entertainment, Inc)

  (Entertainment industry)

  March 1997 — November 1997 (9 months)

  Maintained table game compliance while enriching the gaming experience for customers. Focused on building loyalty and value with Asian clientele in the greater Chicago area market.

James K Barath, CMPS’s Education

• CMPS Institute

  Certification , Mortgage Planning , 2007 — 2009

• Purdue University Calumet

  BS , Management Information Systems , 2001 — 2003

  Graduated with Highest Distinction
  4.0 GPA - Dean's List - All Semesters

• Dale Carnegie Training

  4.2 CEU's , Effective Communications & Human Relations , 1995 — 1995

  Recipient of Human Relations Award Pen (White)

• Valparaiso University

  International Economics 1990 — 1992

  Presidential Scholarship
  Dean's List
  National Honor Society

  Activities and Societies:

  Phi Delta Theta - Indiana Iota Chapter

• Chesterton High School

  Honors Diploma , Mathematics & Economics , 1986 — 1990

  Activities and Societies:

  Speech & Debate Program,
  Trojan Guard Marching Band,
  Varsity Tennis, Spanish Club, French Club

Additional Information

James K Barath, CMPS’s Interests:

Social Networking, Community Stewardship, Wealth Creation, Innovative Technology, Chicago Cubs, Collegiate Athletics, Learning, Mentoring, Sharing and Collaborative Success!

James K Barath, CMPS’s Groups:

ActiveRain Real Estate Network,
Bring the Blog,
Certified Scripts for Success,
Keith Ferrazzi Community,
LoanToolbox Platinum Plus,
Mortgage Mastery Club,
Mortgage Mastery University,
Mortgage Planner - Strategic Equity,
The CMPS Institute,
The Mortgage Coach,
The Mortgage Market Guide,

•    eOffice
•    World Wildlife Fund
•    American Red Cross
•    Dale Carnegie Global Graduates
•    Plaxo.com
•    Google Group
•    Purdue Alumni
•    Phi Delta Theta
•    GroupLinked.com
•    Chicago Cubs MLB Group
•    Fans of Mashable
•    InvitesWelcome.com (Open Networkers)
•    Valparaiso University Alumni
•    Chicago Banking Professionals
•    Tweeple
•    Purdue Calumet Alumni
•    Tweeters
•    Ning
•    Phi Delta Theta Alumni
•    NW Indiana reCONNECT
•    Bee the Buzz
•    We Love Referrals
•    Never Eat Alone
•    Indiana Business Network
•    Linking Subject Matter Experts
•    The Power of Who
•    Stop Selling; Start Educating
•    ValpoLife.com
•    Twitter Power for Business
•    Valpo PRO's
•    3 Degrees Networking

James K Barath, CMPS’s Honors:

Certified Mortgage Planning Specialist
Dale Carnegie Training Course Graduate
Presidential Academic Fitness Awards Program
Benjamin Elijah Mays Academic Excellence Award
National Forensic League - Degree of Distinction

James K Barath, CMPS’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• expertise requests
• business deals
• getting back in touch