Visionary Steward of Your Most Valued Asset! Want to Know More? Contact Me. www.TheBarathGroup.com
Greater Chicago Area
- Current
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- Founder at NW Indiana reCONNECT
- Certified Mortgage Planner at Benchmark Mortgage
- President at BD Consultants, Inc (Self-employed)
- Past
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- UFirst Independent Agent at United First Financial
- 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)
- Education
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- CMPS Institute
- Purdue University Calumet
- Dale Carnegie Training
- Valparaiso University
- Chesterton High School
- Recommended
-
14 people have recommended James K - Connections
-
500+
connections
- Industry
- Financial Services
- Websites
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
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Founder
NW Indiana reCONNECT
(Fund-Raising industry)
April 2008 — Present (1 year 4 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 2 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 (Self-employed)
(Self-Employed; 1-10 employees; Management Consulting industry)
February 2006 — Present (3 years 6 months)
My obective is to provide a candid and fresh analysis of small businesses to define accountability standards, to enhance operational efficiency and to empower sustainable growth through the proper management of information.
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UFirst Independent Agent
United First Financial
(Financial Services industry)
May 2008 — December 2008 (8 months)
www.FreeYourMortgage.com - Get FREE Analysis Now!
What would you do if you could build wealth and eliminate debt simultaneously, by putting your money to work for you? Would you take a family vacation? Start a college fund? Invest in real estate?
United First Financial™ can help you achieve your financial goals through the strategic interest cancellation and wealth-building power of the revolutionary Money Merge Account™ program.
You can save time and interest on nearly every debt you have. The key is to make your money work smarter with little impact to your standard of living. The Money Merge Account program calculates the fastest way to pay off your mortgage and consumer debt, and build a substantial savings nest egg based on your specific income, payments, living expenses and financial goals. You never have to guess which loans to pay off first, when to pay or how much extra to send.
Become Financially FREE with the Money Merge Account! -
Realtor
Home Advantage Real Estate
(Real Estate industry)
August 2006 — December 2008 (2 years 5 months)
Full Service Real Estate...2% Commission
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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.
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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.
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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
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CMPS Institute
Certification , Mortgage Planning , 2007 — 2008
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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)
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Valparaiso University
International Economics 1990 — 1992
Presidential Scholarship
Dean's List
National Honor Society- Activities and Societies:
- Phi Delta Theta - Indiana Iota Chapter
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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 Websites:
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 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
