Todd Ballenger Email and Phone Number
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Todd Ballenger has 31 years’ experience in the financial services industry specializing in mortgage lending, real estate, and bank technology. Todd founded/co-founded 10 companies, including; Capital Savings, Advantage Capital USA, PlanMax; these three companies closed over $2 billion dollars before being rolled into the Nasdaq mortgage.com IPO in 1999. His last software product (Borrow Smart) was sold to a private equity group in 2017.Todd published real estate and lending courses taught in over 42 states. His Mentor Executive Management program has graduated over 80 Mortgage CEOs and Manager from a rigorous 12 month executive coaching curriculum.Todd has a business degree from the University of North Carolina, co-founded the Carolina Entrepreneurship Club in 2002 and presently supports UNC in the development of an innovative new career and alumni networking platform. He's the author of Borrow Smart Repay Smart, and Crossing the Balance Sheet... Todd is a two-time Inc. 500 winner, a three-time KPMG Fast 50 winner, and the 1998 NC Mortgage Lender of the year. Todd was twice awarded the '40 Under 40' award by the Triangle Business Journal.Todd provided consulting services for a number of the nation's top financial institutions - mentoring corporations and schools that want to give back through financial education at NIFE (his 501c3 non-profit focused on building personal financial awareness).LinkedIn Keywords: entrepreneur, idea to inception, strategic business development, capital raising, fin-tech, sales team development, C-Level coaching, real estate lending, consumer lending, loan production, secondary marketing, commercial real, loan operations, mortgage origination, investment real, real estate loans, lending operations.1
University Of North Carolina At Chapel Hill
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Alumni And Career NetworksUniversity Of North Carolina At Chapel HillChapel Hill, Nc, Us -
Alumni And Career NetworksUniversity Of North Carolina At Chapel Hill Oct 2018 - PresentChapel Hill, Nc, UsDeveloping a software platform, curriculum and coaching solutions to connect alumni and students with careers, internships and apprenticeships that lead to a more fulfilling life and work experience. -
Go Anywhere InitiativeHonors Carolina Oct 2018 - PresentChapel Hill, Nc, Us -
FounderBorrow Smart University Mar 2005 - PresentFounder Borrow Smart University to create a platform for moving mortgage lenders to the next level of personal and professional growth through 3 major shifts. The movement from mortgage lender to liability advisor. The movement from working with realtors and clients to also working with financial advisors. The movement from 1:1 to 1:many impact through education and events. -
Founder - Non-ProfitNational Institute Of Financial Education Nov 2007 - PresentChapel Hill, Nc, UsInstitute designed to help consumers increase financial responsibility through better education. Knowing better is doing better... and financial awareness is a critical life skill. -
FounderCertified Liability Advisor Jan 1995 - PresentCreator of the CMP - Certified Mortgage Planner, the Certified Mortgage Advisor, and the Certified Liability Advisor designations. Currently supporting the flagship CLA as our focus for lending professionals, realtors and financial advisors. -
Ceo - FounderKendalltodd, Inc. Nov 2000 - PresentChapel Hill, Nc, UsConsulting and technology company providing Strategy, Content, Training and Tools to financial institutions seeking to integrate liability management and asset management into a broader strategy. We bridge the gaps between assets and liabilities, through education and technology. -
Partner - Mortgage StrengthCredify Jan 2018 - PresentDenver, Co, Us -
Professor Of The PracticeUnc Kenan-Flagler Business School Mar 2017 - Mar 2019Chapel Hill, North Carolina, UsWorking with key executives at the Center for Entrepreneurial Studies to accelerate their growth opportunities while supporting students and key executives as LaUNCh, and 1789 Ventures. -
Ceo | Executive Vice President Of Business And Product DevelopmentVantage Production, Llc Jan 2012 - May 2018Red Bank, Nj, Nj, UsLeading provider of the industry's first Mortgage CRM - with true LOS, Pricing, Closing Cost and data integration that spans the entire workday of the loan officer through a rich portal of Lead Management, Marketing, Sales, Compliance, and daily activities. Personally built and managed the creation of 4 of the 8 software solutions from concept through product delivery. -
Lendersinsight | CofounderBroadcom 2005 - Dec 2011Palo Alto, California, UsCreated the first desktop sharing application based on a one-click approach to sharing desktops - for ILinc to create three brands (LendersInsight)(AdvisorsInsight)(RealtorsInsight), etc. and technology for simplified 1to1 and 1tomany desktop sharing. Ilinc was sold to Broadcom. -
PresidentInnovision Nov 1995 - Nov 2010GbFounded in 1995, Innovision has purchased, rehabbed, and leased over 70 single family, duplex, and small multifamily properties, include commercial office and small industrial through various LLC and partnerships. Developed a platform (Foremost) for lenders to use commercial revolving credit lines to fund and purchase REO and distressed properties. -
Executive Vice PresidentPhh Mortgage Jun 2003 - Jan 2007Mount Laurel, Nj, UsBuilt, sold, managed a proprietary technology within the PHH domain for their top 5 clients. Developed deployment strategy for American Express, AIG, Schwab, Allstate, Banco Popular, Merrill Lynch, and other lending institutions utilizing online lending technology. Focused on the Private Lending group and building a network of financial advisors as lenders that represented over $20B in lending. -
Board MemberZoom Culture Dec 2001 - Dec 2002Chapel Hill, North Carolina, UsAssisted with fund raising, interaction with venture capital firms, and liason to various corporate clients. Developed national video network of college students shooting film and uploading for online television. Assisted with negotiations with Sony, Apple, Avid. -
Senior Vice President - Cofounder - Mortgage.ComCiti Sep 1999 - Oct 2000New York, New York, UsAfter rolling our Capital Savings, Planmax and ACM USA businesses into the September 99' IPO of mortgage.com, I developed lending platforms for financial institutions: TDWaterhouse, HDVest, American Express, et. al. using the first online call center based lending solutions dedicated to financial advisors. Mortgage.com was later acquired by Citibank. -
President - CofounderBuildnet 1999 - 2000Haarlem, Noord-Holland, NlStructured a national mortgage lending operation for BuildNet Financial before transitioning to outsourced business solution at mortgage.com -
Ceo | President | FounderAdvantage Capital Holdings Llc Feb 1997 - Sep 1999Created a franchise based lending joint venture between Capital Savings Co (a NC Lender) and various real estate firms in the Southeast. Became the exclusive lender for Re/Max McPherson Regions (the largest Re/Max franchise in the US). Rolled this into mortgage.com in 1999.
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Ceo | President | FounderPlanmax Financial Jan 1995 - Sep 1999Created a web based lending company for financial advisors to submit mortgage leads through a mortgage planning system. This was sold to mortgage.com in 1999.
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Ceo | President | FounderCapital Savings Co Jan 1991 - Sep 1999Launched a financial services company selling insurance, securities, and other financial products in 1991. Converted to a mortgage lender in 1993 and built a lender spanning 7 states as one of the largest private mortgage lenders in NC. Honored as NC Mortgage Lender of the year in 1998, funding over $2B in residential and commercial loans in before a roll up into mortgage.com in 1999. -
National Sales ManagerSouthwestern Advantage May 1985 - Sep 1991Nashville, Tn, UsRecruited and trained students from multiple universities and trained them to be more successful students, while learning to run their own business, selling themselves door-to-door during their summers. Built one of the largest natural producer groups, with the highest average producing salesperson in company history while at UNC, breaking personal and team sales records.
Todd Ballenger Skills
Todd Ballenger Education Details
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University Of North Carolina At Chapel HillBusiness / Computer Science -
Unc Kenan-Flagler Business SchoolBusiness And Computer Science -
Ashbrook High School
Frequently Asked Questions about Todd Ballenger
What company does Todd Ballenger work for?
Todd Ballenger works for University Of North Carolina At Chapel Hill
What is Todd Ballenger's role at the current company?
Todd Ballenger's current role is Alumni and Career Networks.
What is Todd Ballenger's email address?
Todd Ballenger's email address is tb****@****ion.com
What is Todd Ballenger's direct phone number?
Todd Ballenger's direct phone number is +191930*****
What schools did Todd Ballenger attend?
Todd Ballenger attended University Of North Carolina At Chapel Hill, Unc Kenan-Flagler Business School, Ashbrook High School.
What are some of Todd Ballenger's interests?
Todd Ballenger has interest in Technology, Gardening/landscaping, Musis, Hiking, Music, Tennis.
What skills is Todd Ballenger known for?
Todd Ballenger has skills like Mortgage Lending, Strategy, Credit, Loans, Entrepreneurship, Finance, Funding, Real Estate, Refinance, Mortgage Banking, Sales, Leadership.
Who are Todd Ballenger's colleagues?
Todd Ballenger's colleagues are Steve Kirschner, Joseph Willson, Gsp, Diane Marian, Susan Williams, Laura A. Linnan, Rupa Mishra, Audrey Pereira, Msph.
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