James Samuel Mackey, Clf®, Chfc®, Clu®, Lutcf® Email & Phone Number

Los Angeles, CA, US

Los Angeles Metropolitan Area

As the Director of Development for the San Fernando Valley General Office, I provide training, mentoring, coaching and skills mastery to Agents and Partners. I am responsible for the implementation and facilitation of training initiatives, procedures and directives.My core functions include: 1. Oversee Company specific training and development for all.

As the Senior Director of Development for the Westchester General Office, I provide training, mentoring, coaching and skills mastery to Agents and Partners. I am responsible for the implementation and facilitation of training initiatives, procedures and directives.My core functions include: 1. Oversee Company specific training and development for all.

2633 Camino Ramon Ste. 525 San Ramon, CA 94583

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.I assist individuals, families, and business owners with a variety of insurance and financial concerns to help protect and grow their assets. I address all three stages of the financial cycle which.

Create and maintain process narratives and other related documentation in accordance with the Sarbanes-Oxley Act of 2002. Conduct periodic internal audits for all functional areas of the company according to the Generally Accepted Auditing Standards and requirements of the Sarbanes-Oxley Act of 2002. Develop recommendations for improving internal controls.

Manage a group of funders, shippers, and paydown representatives. Underwrite jumbo loans with note amounts that exceed $650,000. Fund individual loans utilizing current operating procedures and commitment letter requirements.Mitigate risk by reviewing documents for consistency, completeness and accuracy, requesting information whenever necessary. Manage.

Bs, Finance

Activities and Societies: Delta Chi

Education record