Career Experience

Summit Capital Group – Los Angeles, California Apr 2006 – Present

Mortgage Broker and Owner

Established and built a thriving company that provides a vast array of real estate and non-real estate

related financial products.

Originating and funding conventional residential mortgages, reverse mortgages, FHA loans and

construction loans. Other financing includes commercial real estate conventional loans, SBA loans, private

equity and private debt for the following purposes: Real estate acquisition, business acquisitions, working

capital, business debt consolidation, equipment purchases and corporate structured financing.

Developed successful marketing strategies to assist employees in capturing market share. Target

marketing is done by traditional and non-traditional means, including social networking.

Capital Lending Resources – Los Angeles, California Apr 2001 – Apr 2006

Mortgage Broker

Consistently hit targeted goals to originate and fund commercial and residential financial products.

Successfully captured market share for construction products by targeting contractors and developers.

Caduceus Financial Services – Los Angeles, California Sep 1998 – Apr 2001

Mortgage Broker and Partner

Consistently hit targeted goals to originate and fund commercial and residential financial products.

Recruited and trained as many as 30 loan originators.

Completed several real estate purchase transactions.

Created a successful real estate division.

AT&T Commercial Markets – Los Angeles, California Sep 1996 – Sep 1998

Account Executive

Sold solutions-based products and services to small and mid-size companies. Products and services included high speed data and voice trunk lines (T1), DSL lines, routers, internet business software, web

servers, web design and traditional phone services.

Regularly surpassed sales quotas for entire duration of employment.

Regularly trained in different billing and communication software platforms.

First Capital Mortgage – Santa Monica, California Jan 1994 – Sep 1996

Mortgage Broker

Consistently hit targeted goals to originate and fund commercial and residential financial products.

Gained exposure to financing multi-residential units, mixed use, commercial and industrial properties.

Consulted with realtors and their clients by conducting private meetings, workshops and seminars.

Sears Mortgage Corporation – Culver City, California Aug 1992 – Dec 1994

Loan Officer

Consistently hit targeted goals to originate and fund residential mortgage products.

Developed a successful marketing plan to sell FHA and VA products.

Underwent formal training as a loan officer and underwriter.

Continental Savings and Loan – Los Angeles, California Aug 1991 – Aug 1992

Loan Officer

Consistently hit targeted goals to originate and fund residential mortgage products.

Gained exposure to other banking and financial products.

Education

University of Southern California, Los Angeles, California Graduated 1990

Bachelor’s Degree in the College of Letters, Arts and Sciences

Emphasis in Economics

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