Coach, mentor and evaluate performance of staff Review legal entity and trust / estate documents i.e., Corporate Bylaws, LLC Operating Agreements, General Partnership Agreements, Limited Partnership Agreements, Formation documents associated with each type of entity, Wills / Testamentary Trusts, Revocable Trust Agreements, and Irrevocable Trust Agreements, to determine the entity or trust ownership structure, to determine that the entity or trust has the authority to make such an investment… Show more Coach, mentor and evaluate performance of staff Review legal entity and trust / estate documents i.e., Corporate Bylaws, LLC Operating Agreements, General Partnership Agreements, Limited Partnership Agreements, Formation documents associated with each type of entity, Wills / Testamentary Trusts, Revocable Trust Agreements, and Irrevocable Trust Agreements, to determine the entity or trust ownership structure, to determine that the entity or trust has the authority to make such an investment and determine accreditation of each Tenant-in-Common Investor.Coordinate the development and maintenance of databases; merge fields and spreadsheet to support the work and communication of the Tenant-in-Common closings and staffCoordinate, monitor and review the preparation, dissemination and execution of all documentation relating to the underwriting, closing and post-closing activities, i.e. LLC formation and state registration, if any; underwriting certifications; subscription documents; all closing documents; any entity or trust documents, and closing books.Coordinate all parties which comprise the closing process, including the lender, the lender’s attorney, the Delaware and state opinion attorneys, the Title Company, the Qualified Intermediaries, the TIC purchaser and the Broker-dealer network, to ensure accountability and timely closings for both DST and LLC structured deals. Show less

Ensures that all associate brokers, representatives, the brokerage, and the managing broker, are currently and properly licensed. Assist and advise associate brokers and representatives and other employees as they encounter problems in their day-to-day activities. Maintain knowledge of real estate and fair housing laws.The content on this site is being provided for general informational purposes only. Content contained on this site may not be construed as a solicitation to open… Show more Ensures that all associate brokers, representatives, the brokerage, and the managing broker, are currently and properly licensed. Assist and advise associate brokers and representatives and other employees as they encounter problems in their day-to-day activities. Maintain knowledge of real estate and fair housing laws.The content on this site is being provided for general informational purposes only. Content contained on this site may not be construed as a solicitation to open an account or conduct securities transactions. Information provided by unaffiliated third parties, if any, is deemed the sole responsibility of that content provider. For further disclosure, please refer to brokercheck.finra.org. Show less

Present purchase offers to sellers for consideration and act as an intermediary in negotiations between buyers and sellers.Advise clients on market conditions, prices, mortgages, legal requirements and related matters and accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.Prepare documents such as representation contracts, purchase agreements, closing statements, and coordinate property closings… Show more Present purchase offers to sellers for consideration and act as an intermediary in negotiations between buyers and sellers.Advise clients on market conditions, prices, mortgages, legal requirements and related matters and accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.Prepare documents such as representation contracts, purchase agreements, closing statements, and coordinate property closings, overseeing signing of documents and disbursement of funds.Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates and maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs. Show less

Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans and obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.Explain to customers the different types of loans and credit options that are available, as well as the terms of those services and stay abreast of new types of loans and other financial services and products to better meet customers'… Show more Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans and obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.Explain to customers the different types of loans and credit options that are available, as well as the terms of those services and stay abreast of new types of loans and other financial services and products to better meet customers' needs.Review loan agreements to ensure that they are complete and accurate according to policy and submit applications to credit analysts for verification and recommendation.Handle customer complaints and take appropriate action to resolve them. Show less

American Mortgage, Naperville, Illinois 2000 to 2003Inland Real Estate Development, Yorkville, Illinois 2000 to 2002The Nefwin Mortgage Group, Oak Brook, Illinois 1997 to 2000 Chicagoland Mortgage, Park Ridge, Illinois 1997Windsor Mortgage, Wilmette, Illinois 1995 to 1996The William Block Company, Oak Brook, Illinois 1990 to 1995