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Mortgage Lending Procedure Expert Witness

Provides Opinion & Testimony In:

Mortgage lending procedure, loan origination, secondary market, mortgage fraud, credit administration, sales management, lending forensics,

Expert Witness No. 2933

California

Career Summary

Extensive background, covering over 20 years in sales, executive and managerial positions in Operations, Credit Administration, Business Development, Implementation, Sales, Training and Management. I have participated in several highly successful start-up ventures.

Business Experience

March 2007 to present
A Corporation
Working at a management advisory firm providing services to the mortgage industry. Clients include banks, finance companies, mortgage companies, servicing companies and attorneys.

Managing Partner
As Managing Partner I am responsible for the overall management of the company, consulting assignments, client relations, and business development. We assist our clients in many ways, including but not limited to the following:

Performing due diligence
Analyzing competitive factors
Teaching best origination practices
Sales Training

March 2005 to March 2007
New Century Financial
Account Executive/Area Sales Manager
In this capacity I was responsible for originating and funding residential loans submitted by mortgage bankers and mortgage brokers. My clients were located in California, Arizona, Utah, Colorado, Oregon, Nevada and Washington. My book of business including 185 clients with the majority of them located in Southern California. I managed a team of 10 inside/field account executives.

March 2003 to March 2005
Argent Mortgage LLC
Account Executive
In this capacity I was responsible for originating and funding residential loans submitted by mortgage bankers and mortgage brokers. My clients were located in California, Arizona, Utah, Colorado, Oregon, Nevada and Washington. My book of business including 185 clients with the majority of them located in Southern California. I managed my client relationships face to face by being out in the field on a daily basis. I managed a monthly pipeline of $135,000,000 and maintained a 68% submission to funding ratio.

September 2000 to March 2003
Indymac Bank
Western Regional Sales Manager
Responsible for managing 52 sales people in 12 Western states, setting individual production goals, recruiting, interviewing and training. Attended industry trade shows in all Western states. Primary products sold included conforming, jumbo,
Alt A, government, construction and non-prime loans. I implemented the client production system which allowed account executives to target any customer who had not funded a loan in any 90 day period. Additionally, we integrated this system
into the account executives compensation plan creating accountability for market penetration.

June 1991 to September 2000
Fallbrook Mortgage Corporation
Vice President
In this capacity I was responsible for retail and wholesale production. My duties included recruiting, training, establishing of individual sales goals, implementing new strategies to generate business, originating retail and wholesale loans. FMC was one of the largest California based mortgage banking firm with over 300 employees. FMC specialized in conforming, jumbo and government lending products.

Awards and Achievements

New Century
Recognized for outstanding monthly and quarterly production. Ranked among the top 10 in production nationwide.

Argent Mortgage
Awarded the Platinum, Presidents and Chairman’™s awards for outstanding production. Ranked #1 out of 540 account executives nationwide.

Indymac Bank
Recognized for outstanding team production and account penetration.

Professional Affiliations

Member of the California Association of Mortgage Brokers
Member of the National Loan Advisory Board

Groups

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