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Dan O'Brien is listed as President at Emerald Financial Partners, Mortgage Specialists at Emerald Financial Partners, a with 1 employees, based in Lake Mary, Florida, United States. AeroLeads shows a work email signal at earthlink.net and a matched LinkedIn profile for Dan O'Brien.
Dan O'Brien previously worked as President at Emerald Financial Partners and Vice President, Private Wealth Advisor, CWS at Regions Financial Corporation. Dan O'Brien holds Communications from University Of Central Florida.
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I specialize in mortgage services including conventional, FHA, VA as well as creative solutions for self-employed clients. I have a wide array of programs which offer outside the box solutions for residential and commercial investor clients.
Listed skills include Mortgage Lending, Finance, Loans, Refinance, and 17 others.
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Lake Mary, Florida
I am happy to announce the rebirth of my mortgage company. After being closed for seven years we are once again open for business with a slight name change. Emerald Financial Partners is ready to help you with your home and business finance needs. Along with your traditional home mortgage programs we offer commercial lending, foreign national loans and stated income as well as many other finance options.
Offering a personalized financial strategy supported by an experienced team of professionals, all available through one Wealth Advisor – that's what you have with Regions Private Wealth Management. As your Wealth Advisor I have access to knowledgeable subject-matter experts in the financial field – including a lending advisor, insurance specialists, trust advisor, portfolio manager, wealth strategist, FRS specialist and more – allowing me to bring unbiased, tailored solutions to our relationship.
Orlando, Florida Area
Licensed, Registered, Financial Services Professional, Agent with accomplished experience in: Developing customized solutions for retirement planning.Providing life insurance and employee retirement benefits.FRS consulting and planning.Guiding individual clients with financial plans that meet their specific needs.Consitent top office producer, Currently ranked #1 in production.Career Life Success Award, Career Life Producer Award 2011.Executive Council Member 2012, 2013.Life All Star 2012, Annuity Elite 2013, Centurion 2013.
Manage all aspects of loan process origination including: recruiting and identifying client, presenting client with service options, guiding clients through application process, preparing loan package for submission, ordering applicable services, clearing underwriting conditions, reviewing closing documents and attending closing.Stayed current with local and national economic issues and loan requirements in order to provide clients with latest market trends and guidance during loan process.
Conceptualized, implemented and managed business model for wholly owned Licensed Correspondent Lender.Managed team of 8 Loan Officers: with pipeline projections, strategy sessions and referral building plans all designed to close loans in 3 weeks or less.Consistently personally closed 15-million + in monthly loan volume while maintaining over a 60% close rate, with average application to close of under 3 weeks.Coordinated and complied with all Federal and State regulations licensing and guidelines. Maintained quality control program which included digital storage of all documents for state mandated 3 years.Mastered Fannie Mae and Freddie Mac’s automated underwriting systems (Desktop Originator, Loan Prospector) in order to deliver on the spot approvals while clients were on site.Developed and maintained referral relationships with Realtors, Builders, Accountants and Financial Planners.Developed, wrote, and produced bi-monthly marketing newsletter to ensure client retention and expand referral network.Obtained and managed business to business relationships with 40 + wholesale lenders in order to offer mortgage clients with a wide array of creative and competitive loan solution products.
Served as a consultant to clients inquiring and applying for funding and refinancing of homes.Developed referral network with financial professionals to generate new business.Successfully closed over one million dollars in monthly loan volume.Central Florida Region Top Producer.
Attended local networking events to gain insight to local market trends and build referral network group.Successfully established local leads group with financial and real estate professionals.Effectively managed a large volume of loans and ensured quick turn around time from start of application to closing.Awarded Top Producer out of twenty loan officers.
Successfully learned State and Federal requirements for home loans, refinance options, and home equity lines.Perfected computer skills and loan specific software required for loan applications and processes.Managed large volume of inbound calls from prospective clients inquiring about different loan options.Exceeded daily requirement of calls, applications, and approvals set by Sales Management team.
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Dan O'Brien works for Emerald Financial Partners.
Dan O'Brien is listed as President at Emerald Financial Partners, Mortgage Specialists at Emerald Financial Partners.
AeroLeads has found 1 work email signal at @earthlink.net for Dan O'Brien at Emerald Financial Partners.
Dan O'Brien is based in Lake Mary, Florida, United States while working with Emerald Financial Partners.
Dan O'Brien has worked for Emerald Financial Partners, Regions Financial Corporation, New York Life Insurance Company, Liberty Mortgage Group Inc, and Universal Solutions America.
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Dan O'Brien holds Communications from University Of Central Florida.
Dan O'Brien is listed with skills including Mortgage Lending, Finance, Loans, Refinance, Loan Origination, Investments, Series 7, and Financial Analysis.
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