
Bank of the West - Financial Services Consultant - 913-558-6469
Kansas City, Missouri Area

Bank of the West - Financial Services Consultant - 913-558-6469
Kansas City, Missouri Area
I help individuals and business make their money work for them instead of them working for their money.
I've been in banking for over 11 years and I understand that lasting relationships are built by providing the highest level of customer service and listening to my clients needs and aspirations.
Every client has a unique situation or concern and that's why it's my goal to offer you the right products whether you are needing financing or looking to deposit money now or in the future.
Call me at 913-558-6469 to discuss what I can do to help you reach your dreams and aspirations.
Mortgages, home equity loans, personal loans, business checking, lines of credit, business loans, credit card processing
(Privately Held; Banking industry)
November 2008 — Present (9 months)
I help individuals and business owners to finance their homes, autos, businesses, toys and dreams.
I am also able to help clients to build wealth safely and securely by offer them investment products that are FDIC insured that best fit their individual needs.
We offer checking, savings, money market, business checking, home loans, home equity loans, auto loan, recreational vehicle loans, CD's, online banking and PERSONLIZED SERVICE.
(Public Company; 1001-5000 employees; FBC; Banking industry)
February 2008 — November 2008 (10 months)
I am a professional mortgage advisor, not just a loan officer. Putting the "Pro" in Professionalism.
11 years of experience in helping families get the financing they need to purchase and refinance their dream homes. If I can't find a loan that is beneficial for my clients I will tell them and not sell them on a "JUNK" loan just to close a loan.
I have extensive knowledge on FHA & VA loans and in today's current market conditions this helps me to better help my clients to structure their loans to simplify the mortgage process for those looking for 100% financing.
I truthfully enjoy what I do for a living. Everyday I can see that I have made a difference in someones life for the better. The more I can help others accomplish their goals the more I know that I will benefit personally and professionally.
95% of my business is from referral's from past clients and business partners..
(Privately Held; 11-50 employees; Banking industry)
December 2001 — January 2008 (6 years 2 months)
I am a professional mortgage advisor, not just a loan officer.
10+ years of experience in financing and mortgages.
Become friends with many of my clients and a source to call with any questions they have concerning financing of any kind.
Helping clients to purchase or refinance their homes finding them a mortgage that best fits their needs at the lowest cost available.
Knowledgeable on FHA and VA loans
95% of my business is referral's
(Privately Held; 11-50 employees; Banking industry)
February 2007 — January 2008 (1 year)
Worked with community banks and mortgage brokers to structure loans to meet the needs of their clients.
Communicate with business partners to show the benfit to them of partnering with Gold Mortgage Banc and myself.
Worked with over 100 business partners to help find financing that they needed.
(Privately Held; 11-50 employees; Banking industry)
October 2005 — February 2007 (1 year 5 months)
Oversee all business activity and report results to the Presidient of the company
Managed correspondent relationships with 8 different investors
Educated loan officers on different products available
Responsible for licensing with 30 state and federal regulating agencies including FHA and VA approvals.
(Privately Held; 11-50 employees; Banking industry)
October 2003 — October 2005 (2 years 1 month)
Train loan officers on products knowledge along with mortgage 101.
Reviewed files to ensure compliance with comapny, state and federal guidelines.
Worked with the company and Realtors to develop their web presence and marketing programs.
Continued to be a top loan officer in the company
(Public Company; 10,001 or more employees; HI; Financial Services industry)
May 1997 — December 2001 (4 years 8 months)
Managed offices in Festus Missouri and Grand Island Nebraska.
I was also an Account Executive in the Joplin Missouri and Independence Missouri Branches.
Originally started with the company when they were Beneficial.
Business Administration 1996 — 1998
associates , Business , 1994 — 1996
Diploma , 1991 — 1994
Professional Networking, Problem Solving, Internet Marketing, Running, spending time with my wife and son
Vice President Home Owners Association, BNI, PSU friends -
Most dedicated employee 2002
Manager of the year 1999 for KC East District
Eagle Scout