Licensed Florida Notary / National Notary Association Certified Signing Agent / Notary2Pro Elite Loan Signing Agent Course Certified / Notary Star and CNSP Certified
Licensed Florida Real Estate Sales Associate / Realtor®
More than two decades of experience spanning regulated financial services, real estate finance, and transaction oversight.

• Loan Underwriting Manager - New business established for Equity Trust Company IRA clients ~ Created all website content ▪ Developed website ROI calculator ▪ Created non-recourse loan application package ▪ Created loan servicing system web interface ▪ Established, tested and documented workflow processes and procedures ▪ Assessed real estate investment economics and debt service coverage ratio ▪ Validated application requirements ▪ Validated pre-approval criteria and system data ▪ Ordered property appraisals and flood certifications ▪ Approved loan applications ▪ Balanced closing statements ▪ Prepared loan closing packages ▪ Facilitated communications with all parties of the transaction ▪ Processed electronic funds transfers ▪ Validated documents recorded in public record
• Licensed Title Insurance Agent (multiple states) - New business established for Equity Trust Company IRA clients ~ Established, tested and documented workflow processes and procedures with insurance underwriting partner ▪ Conducted new business introduction sessions with IRA clients of affiliate Equity Trust Company ▪ Opened and managed title orders through closing ▪ Facilitated communications with all parties of the transaction including: IRA client, IRA custodian, title insurance underwriter, buyer/seller, listing agent, buyer's agent, lending institution, mobile notary ▪ Approved title commitments ▪ Cleared title clouds ▪ Balanced settlement statements ▪ Scheduled closings ▪ Validated documents recorded in public record
• Business Development - 10+ years represented company at nationwide real estate investor conferences ▪ Established company presence with conference introduction, sign displays, brochures, applications ▪ Procured new accounts ▪ Educated investors about the benefits of using IRA funds to invest in real estate and other non-traditional assets, real estate investment strategies, Entity ownership structures, Internal Revenue Code 4975 rules and regulations pertaining to IRA investments and prohibited transactions