Centurion Financial Group, a division of A+ Mortgage Services, Inc., is actively licensed in Wisconsin & Florida. In our Milwaukee office, we have access to a wide range of loan products and consistently find competitive rates and programs to fit the unique needs of our clients. Through our partnership with A+, we are able to provide quick decisions throughout the lending process, leading to smooth and efficient transactions. With our depth of knowledge in mortgage, banking, and wealth management, we pride ourselves in building lifelong associations with our clients. We will help finance more than just your first home, we’ll continually manage your financing needs to secure your long term success. NMLS #553352.

PERL is a leading national independent correspondent lender, licensed in 29 states and growing nationally. NMLS: 553352

Responsible for the development and management of the Select Milwaukee Homeownership Education and Counseling lines of business.

Primary relationship manager providing banking and wealth management solutions to affluent individuals and families. NMLS:553352

--Developed and expanded a portfolio of over 200 clients, successfully serving as the primary contact and advisor for all wealth management products and services.--Conducted extensive profiling of affluent individuals and families to determine most effective strategies to grow, preserve, enjoy and share their wealth.--Tailored programs, message and delivery to serve retired executives and senior living providers, resulting in increased sales, client satisfaction and loyalty.--Worked with team members across business lines to deliver comprehensive solutions.--Nationwide company leader in loan production and loan growth 2010.

--Directed processing, closing and post-closing departments, consisting of up to 15 team members responsible for over $800 million in closed loan volume.--Created and implemented reports and processes to streamline loan approval and closing.--Hired and trained new employees to increase closed loan volume over 220%, with over 99% customer satisfaction.--Utilized expertise in underwriting and lender-specific guidelines to create an information clearinghouse tool used by all departments to increase efficiency in matching the appropriate loan product to each individual client.--Increased production of team by fostering a positive work atmosphere and providing appropriate feedback through weekly team meetings and individual coaching.

--Responsible for reviewing Small Business Administration microloan applications and preparing clients for loan committee presentation, loan closing and participation in technical assistance programs.--Worked as a team member to implement, facilitate, and expand micro lending initiatives.--Represented and spoke on behalf of agency at conferences, professional functions, and collaborations.