Jonathan joined Mortgage Warehouse in May 2018 as a Mortgage Loan Originator specific to Southwest Florida. Jonathan has over a decade of financial services experience and is passionate about helping homeowners with the best mortgage programs available. Jonathan is originally from Knoxville, TN and relocated to Fort Myers in 2010.
Jonathan has over ten years of financial services experience including positions as a Finance Manager and Personal Banker. He has assisted clients in multiple types of loans and other areas of personal finance. Jonathan has a Bachelor’s degree in Business Administration from Carson Newman University and also has passed the National S.A.F.E. mortgage exam.
Charlie joined the Mortgage Warehouse team in January 2018 as a Mortgage Loan Originator specific to Southwest Florida. Charlie helps SW Florida home buyers and current home owners achieve superior mortgage pricing through extensive knowledge of all conventional, FHA, and VA lending guidelines.
Charlie began his financial services career in February 2014 as a Mortgage Loan Originator in the Baltimore, MD market. Early on Charlie received unprecedented training in VA home loans working for one of the nation’s largest VA home loan providers. Working with military families on a daily basis he developed core values and a passion for helping others not found anywhere else. By Oct 2017 Charlie was recognized as a top producer in the entire Maryland region.
Charlie attended Towson University in Maryland where he graduated with a Bachelor’s Degree in Sport Management and a minor in Business Administration. He maintained a cumulative GPA of 3.6 during his 4 year tenure. Charlie played division 1 baseball during his time at Towson University. Charlie has completed over 60 hours of financial strategies education, has passed his National S.A.F.E. mortgage exam, and has held mortgage licenses in 21 states.
Matt joined Mortgage Warehouse in 2013 and currently serves in the capacity of Senior Loan Originator. Matt brings more than 13 years of knowledge in the Southwest Florida Real Estate market. Matt works closely with in-house underwriters to help deliver the most value to the home buyer. Matt has a wide range of job functions including but not limited to analyzing financial & credit data, appraisal review, and ensuring compliance with all State and Federal laws.
Matt consistently ranks as one of Mortgage Warehouse’s top producing loan originators each month. Matt is known for having the heart of a teacher and provides borrowers the unique opportunity to work with a loan originator who comes highly recommended by title companies, real estate agents, and experts throughout the industry.
Matt is an expert on financial advising, lending guidelines, and credit risk. He has extensive mortgage licensing and financial strategy educational courses, including the National S.A.F.E. mortgage exam, and Florida & Kentucky state specific exams. He graduated with a bachelor’s degree in Business Management and maintained a 4.0 grade point average throughout his program of study. He is a Sigma Beta Delta alumni, member of the International honors society for Business Management and Administration highest recognition, and has been frequently named Loan Originator of the Month.
Wendy joined our Fort Myers team in January 2012. She is an experienced Loan Originator in Florida and also processes loans for some of our KY clients.
Wendy brings more than 30 years of experience in the areas of new business start-ups, mergers and acquisitions, operations management, sales, marketing, and accounting. Wendy was in charge of client relationships for a $350 million corporation in her previous position before joining Mortgage Warehouse. With the majority of Wendy’s employment history being in the hospitality industry, those skills have enabled her to successfully process and close loans in an efficient manner while delivering superior customer service.
Along with meeting all licensing requirements, Wendy has completed over 100 hours of continuing education. Wendy graduated from Monroe Community College in Rochester, NY with an Associate in Science Degree in Business Administration.
Wendy is married with 2 adult children. She enjoys college football and spending time with her 2 Labrador Retrievers, Hunter and Beau.
John Bollinger is a Senior Loan Originator at Mortgage Warehouse. John’s mission is to get to know the details of your individual situation in order to help you select the best mortgage terms to reach your goals. He is experienced in purchase and new construction loans as well as refinance transactions. John prides himself on getting loans closed on time and keeping his clients informed throughout the process. John has over 20 years of experience in lending, with over 15 years in mortgage origination.
His funding volume has exceeded $250 million. Before joining Mortgage Warehouse, John worked for one of the nation’s largest mortgage companies where he consistently received production awards within his office and region. With the changes in the mortgage industry, John increasingly found that the larger banks were unable to provide the level of service he wanted to deliver to his customers. In 2011, John joined Mortgage Warehouse to take advantage of the many benefits of on-site underwriting, processing and funding.
John has had extensive mortgage related training over the course his career. John has passed the National S.A.F.E. mortgage exam as well as Kentucky, Indiana and Florida specific exams. John attended Miami University of Ohio where he studied Business and Psychology. John currently holds mortgage licenses in Kentucky, Florida and Indiana.
Lisa has been an integral part of our team from the beginning in 2003, mostly behind the scenes. In 2010, she took on a more active role helping oversee various aspects of the company such as compliance, event planning, marketing, and accounting.
In 2011, Lisa completed 20 hours of mortgage related continuing education courses to allow her to assist with processing when needed, however her primary responsibilities include oversight of all accounting activities including but not limited to accounts payable, accounts receivable and post closing account reconciliation.
Lisa graduated from the University of Evansville with a Bachelor of Science in Education. She has also earned her Master’s Degree at Georgetown College and a Master’s Degree at the University of Louisville.
Lisa and Scott are married with two school-age boys who keep them busy. They currently reside in Fort Myers, Florida.
Carolyn joined Mortgage Warehouse in August 2017 as a Mortgage Loan Underwriter. Her primary duties include credit, income, and collateral risk analysis.
Carolyn enjoys the mortgage industry having over 30 years of professional experience in retail and wholesale residential lending. Backed by three decades of hands on understanding, Carolyn is an expert underwriting authority with superb knowledge of all Conventional, FHA, and VA underwriting guidelines. Carolyn actively engages and supports homeownership in an ever-changing environment. Carolyn is the New Member’s teacher at her church and in her spare time she enjoys tailgating, working in the yard and walking.
Jenny joined Mortgage Warehouse in December 2014 serving as Appraisal Coordinator, Mortgage Loan Processor, and Mortgage Loan Underwriter.
Jenny has an unprecedented 40 years of professional experience in the mortgage industry.Jenny began her career as a mortgage loan servicer and has worked with nearly every type of mortgage product including FHA’s 203K, NY CEMA, and Texas A6. Jenny has experience with all phases of mortgage lending and has developed expert ability to identify priorities and achieve deadlines. Jenny received her Direct Endorsement Underwriting Certification from The Federal Housing Administration in 1989.
Cindy joined our team at The Mortgage Warehouse in July 2012. Her primary responsibility is preparing closing packages and funding all of our loans. She works closely with the closing agent to ensure complete accuracy throughout the closing process. Cindy also helps out in other areas in processing and post-closing as needed.
Cindy’s experience in the lending industry spans more than 30 years, starting as a cashier at a local finance company. In 1991 she migrated to the mortgage industry as a processor with a mortgage banker. Her excellent work ethic was rewarded with a promotion to Processing Supervisor where she managed the daily responsibilities of five employees.
Throughout her career Cindy has taken loans from pre-approval all the way to funding, working with loan originators to meet crucial deadlines while making sure documentation is accurate and complies with company, State and Federal laws. She is proficient with several software programs including Byte, Calyx Point, DocMagic, Docuprep and Desk Top Underwriter.
Monica Owens joined the Mortgage Warehouse in October 2012 as Mortgage Underwriter. Her duties include underwriting, credit analysis and appraisal review for mortgage loans.
Monica comes to us with more than 17 years of experience in Mortgage Lending, Retail Banking and Regulatory Compliance. Monica is a Direct Endorsement Underwriter for FHA and has delegated authority to underwrite VA loans. She also has an extensive background with Rural Housing and Conventional Loans.