Advancial Wholesale/Advancial Mortgage is a subsidiary of Advancial Federal Credit Union in Dallas, TX and we can originate in all 50 states.We specialize in portfolio niche loans that other lenders can't do. I am always looking to sign up new brokers to partner with and I can also originate loans personally for referrals. These are some of the highlights of our niche offerings:- Jumbo loans up to $5 million with only one appraisal required- Non-warrantable condos and condotels- Work visa program from expatriates moving to the US and going on US payroll with no US credit at 80% LTV- Asset depletion program with income based off assets for high net worth borrowers- Unique properties, hobby farms and properties with acreage. - Co-ops in all states- Cash out loans up to $5 million with no seasoning required- Lots of other unique scenarios. Too many to list.

-Managed a team of 14+ loan officers doing HARP refinances, traditional refinances and purchase loans. -For purchases, the team specializes in the financing of REO/Bank-owned properties using Conventional, FHA, VA, USDA & Homepath loans.

-Managed an inside sales call center team of 6 loan officers-Responsible for interviewing, hiring, & training my loan officers to meet and exceed daily & monthly goals-Provided feedback and coaching though call monitoring and side-by-sides with my loan officers-Worked directly with processing and underwriting managers throughout the loan process-Held daily & weekly staff meetings to discuss goals, achievements, and industry trends-Completed sales management courses such as: "Foundations of Leadership", "Principles of Effective Management" & "Accelerated Investment in Managers"

-Maximize sales of lending and deposit products to preferred high net worth clients both personal and business-Retain and deepen relationships with existing high value clients-Originate mortgages, equity lines/loans, business loans, consumer loans-Sell investment products to clients including fixed & variable annuities, wealth trasnfer, mutual funds, etc-Group 1 Health & Life, Series 6 and Series 63 licensed