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Reach New Heights with Mountain West Financial, Inc.


Who are we?

We are a team that truly believes in one initiative: to make homeownership a reality. We are excited to introduce you to Mountain West Financial. Michael Douglas and Gary Martell Jr. began their careers in the mortgage industry as competing Originators. They use that background today to maintain an environment where the entire company works toward one common goal: to close loans while delivering customer service that is second to none. Since 1990 Mountain West Financial has built a reputation of not just putting people in any loan, but putting them in a home loan that suits both their short and long term goals, thereby earning the opportunity to become a lender for life. Our success over the past 25 years is derived from our goal of offering sustainable homeownership solutions, doing right by our team, clients, and referral partners, and continuously expanding our program offerings, systems and tools. In order to accomplish these goals we constantly analyze and improve our internal processes to enhance our service levels for all of our clients, both internal and external while maintaining high business standards.

Gary Martell Jr. President

Michael Douglas CFO

We look forward to having you on our team

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Executives

Mike Delehanty Executive Vice President Michael is the Executive Vice President for Mountain West Financial. With over 16 years in the mortgage industry and a majority of that time being served in secondary marketing roles, Mike is responsible for developing and implementing strategic initiatives to improve productivity, enhance customer service, increase production and improve profitability throughout the company.

Jill Burns Executive Vice President of Operations Jill has been in the Mortgage business for over 20 years, with a proven record in senior operational roles. She first joined the MWF team in 2012 as Senior Vice President of Operations, and now holds the role of Executive Vice President of Operations. In addition to oversight of all back office operational functions, she also contributes to setting the company’s guidelines, policies and procedures. Jill’s primary role is to ensure top quality, service, and maximum productivity for all MWF centralized and distributed fulfillment locations. Her role also entails upholding company culture and philosophy.

John Cady Senior Vice President of Production John brings over 20 years of mortgage banking experience to his position and is responsible for the management of all retail and wholesale mortgage banking production activities. During his career, John has held every production position from loan officer to his current responsibility, SVP of Production. He has overseen successful production divisions at several mid sized mortgage lenders. John joined Mountain West because he believes it maintains the perfect mix of culture and service that many mortgage professionals are looking for, and that it is in the perfect position to grow market share throughout the Western United States.

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Executives

Shannon Kaufman Regional Vice President of Production - Southwest Region Shannon comes to Mountain West Financial, Inc. with over 23 years in Mortgage Banking experience. More than 15 of those years have been demonstrating consistent success in helping to grow and build a strong sales team and culture with Mountain West Financial, Inc. Shannon began her career in operations, eventually transitioning into sales where she quickly excelled and found her niche. Shannon has expertise in relationship building and creating long and loyal alliances, while consistently proving herself to be a top production leader throughout her career.

Janell Howell Regional Vice President of Production - NorCal Region Janell is no stranger to mortgage banking, starting her journey in 1981 and then joining Mountain West Financial in September 2012. She started her career as an underwriter, leaping into sales as an account executive and then finding her true passion as a sales manager. Janell believes Mountain West has a phenomenal team and is very proud and honored to be a part of this family.

Karen Pryor Regional Vice President of Production - OC/LA Region

Karen started her mortgage career as a broker associate in the South Bay area of LA in 1992. She moved to the mortgage banking side in 2001, opening a top producing retail branch in Torrance before transitioning into the Retail Regional Manager role in 2009. She has been active in leading many technology initiatives throughout her career and has always embraced the changing climate of the mortgage industry. With her BS in Real Estate Finance from CSULB, she has also been a valued advisor and advocate for her retail branches. She is looking forward to expanding the footprint of Mountain West Financial in the greater OC/LA region.

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Executives

Chris Lee Area Production Manager - Pacific Northwest Region Christopher brings over 14 years of mortgage banking experience to Mountain West Financial, as an experienced sales and management professional who demonstrates the ability to lead teams to new levels of success in the exceedingly competitive and ever-changing environment. He has a proven ability to recruit and retain Sales and Operational staff members. He is committed to coaching and development with a deep understanding and passion for sales psychology. Covering WA, OR, and ID, Chris is very excited to grow the Pacific Northwest, organically branding Mountain West Financial as a company that does the right thing and get things done.

Suzie Ludwick Production Manager - Southwest Region Suzie has held various positions during her 30 year mortgage tenure and as Southwest Regional Manager of some of the top companies in the industry, covering AZ, CO, NM, NV & UT. Her track record includes top performance in building and leading strong sales teams to drive and exceed goals, enhancing bottom line profitability and finding opportunities in both growing and declining markets. She also has a sharp vision and understanding of business priorities while taking charge and leading both in business development and relationship management.

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“We’re incredibly pleased you’re considering joining Mountain West Financial, Inc. I believe our company is the perfect mix of culture and service that many mortgage professionals have been looking for.” John F. Cady, SVP of Production

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Our History Over 25 Years of Experience Mountain West Financial opened on May 17, 1990 in Lake Arrowhead, CA. In the first five years of our company’s history, we grew from one to six retail locations in multiple states. In 1995, we became a mortgage banker, hired Underwriters and Funders, and acquired our own credit lines. 1997 came along and we grew into wholesale lending. Through the years we’ve continued to grow and adapt, our most notable change has been the expantion of our retail presence.

Since 1990, we’ve gone from being a small mortgage broker, to a retail lender, to primarily a wholesale lender, and as we sit today we support both retail and wholesale. We’ve partnered with many companies and settlement service providers, operate under multiple DBAs in states across the western United States, and have provided billions of dollars in home loans.

Celebrating a long history in purchase money lending

1990

• Opened May 17th • Received FHA & VA Approval

1997

• Became a Wholesale Lender & received Fannie Mae approval

1995

• Became a Mortgage Banker • Licensed in multiple states

2010

• Received Ginnie Mae Approval

1998

• Received USDA & Freddie Mac Seller/ Servicer approval

Locations

Licensed Licensing Pending

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2013

2014

• Licensed in 5 states with over 40 retail locations and operations centers

• Reached $1 Billion in servicing

2015

• Approved in 8th state • Celebrated 25th Anniversary

Today

• You start a better life with Mountain West Financial • Licensed in 10th state


Recognition

Our high business standards have been recognized and awarded with various accolades such as Mortgage Executive Magazine’s 50 Best Companies to Work For, Scotsman Guide’s Top Mortgage Lender, Top Work Places, Mortgage Executive Magazine’s 100 Most Influential People, several program specific awards, and more! As a company, we work with many local organizations, charities, and events, such as Operation Surf, Ronald McDonald House, and Rebuilding Together. We participate in school supplies drives, food drives, adopting families during the holidays, and many other causes. One of our longest standing participations has been with the Relay for Life, where for each of the last 13 years we have raised money and sponsored a team during the 24 hour event. It is through our local commitments that we continue to make great impacts in our communities. Mountain West Financial strives to recognize our outstanding performers internally in many different ways. Between our quarterly +1 Challenge, monthly Front of the Line Passes, and numerous annual awards presented to those meeting production standards of the Diamond Club, Elite Performers, Homeownership Leaders, Rookie of the Year and Top Branch, we award those who exemplify who Mountain West Financial is.

Voted one of the best places to work

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Game Changers

Separating yourself from the crowd has never been easier. In an ever-changing industry Mountain West Financial will be your rock. Our teams work diligently, focusing time and effort on identifying, growing and maintaining partnerships that allow us the opportunity to expand our program offerings along with tools and resources you need to stand out from the crowd and grow your business.

Exclusive Programs

CalPATH

AMP

Advantage Mortgage Program Mountain West Financial, Inc.

Differentiating Resources

Affiliations

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LO Academy Mountain West Financial offers a LO Academy, a proprietary seven week interactive online course designed to help students learn the stepping stones to becoming a successful Mortgage Loan Originator. This training is instructor led and consists of training modules, assessments, discussion boards and activities. Unlike similar trainings available throughout the industry, LO Academy is designed to not just teach basic principles, but to provide opportunities to put them to use, be immersed in our culture and learn the “Mountain West Way” of doing business. At the conclusion of the course, students who become MLOs will be enrolled in an accountability program for the first 12 months of their career to reinforce the skills and habits introduced in the program and help build their pipeline and gain market share.

Base Camp

BASE CAMP

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We are driven to help our Loan Officers take their business to the next level with our exclusive “Base Camp” accountability program. This 6 -12 month program includes an online immersive platform to help set goals, plan activities, and track progress paired with an accountability coach with a proven track record. Base Camp is designed to help Loan Officers currently closing 1-2 transactions a month double their production, and our recent LO Academy graduates put what they’ve learned in the Academy into practice while building relationships and strong habits that will help them succeed throughout their career.

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“I am extremely honored to have been invited to join the team at Mountain West Financial. While many lenders struggle to identify their culture and purpose, the senior management and leadership teams at MWF continue to be committed to their motto of Making Homeownership a Reality. In addition, they are one of the few lenders that are investing in the future of the mortgage industry via their comprehensive Loan Officer Academy and in-house coaching & development programs. There is no limit to their growth potential and I feel fortunate to be a part of the awesome team in OC/LA.� Karen Pryor, RVP - OC/LA

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Marketing

Our marketing tools can help take your business to new levels. Whether further solidifying existing relationships or entering into new markets our on-demand, easy to use, and innovative marketing solutions will help you stand apart from your competition and deliver results.

• Personalized branch & LO websites

• Cimmaron CRM with automated campaigns

• On-demand marketing material

• Quarterly branded client & realtor newsletters

• In-house graphic design and proof reading teams

• Training to help you stand apart from your competition

• Social media campaigns

• Co-branded marketing

• Custom ads, flyers & other marketing collateral

• Promotional Material

• Exclusive Realtor Listing Network

• Mobile Apps

On-Demand Marketing Material

Personalized Postcards, Flyers, Newsletters, Websites & More!

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Culture We are family Culture is not a singular action or deed, it is not a cliché, it is a continuous mindset that we embrace in everything we do. We are a team of professionals with shared principles and a promise to do the right thing, the right way, and for the right reason. We are passionate about service, and have invested in the tools and training that will make a difference. Any company can do the ordinary; our dedicated team goes above and beyond to do the extraordinary. The key to extraordinary is simple, it starts with decision making. We believe decisions should be made at all levels of the organization which take into consideration our valued clients, our communities and the company as a whole. We make decisions which ensure our future. Our team is more than just staff; we are a family. We expect a lot and hold each other to high standards. We invest in our family with educational opportunities for self improvement, financial planning, a strong benefit package, and growth opportunities. Our culture is conducive to high standards of work, strong ethics, and teamwork. This atmosphere produces a healthy, friendly, and stable environment.

Ev

Events

We believe in working hard and playing hard. Our Event Committee works diligently to ensure we have the opportunity to interact outside of the day to day with many of our events, some designed specifically to include families!

• Family Events

• Contests & Competitions

• Networking Opportunities

• Employee Engagement Activities

• Sales Conferences

• Charity Events

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Benefits

Our comprehensive benefit package will give you flexibility and peace of mind today and for whatever the future holds.

Aetna, a national carrier of health insurance is our provider for Medical, Dental, and Vision plans. Depending on location, HMO, PPO, and HSA plans are currently offered. Employees are eligible on the 1st of the month following 30 days of employment Colonial offers an array of supplemental insurance such as: Disability, Accident Coverage, Universal Life , Medical Bridge Coverage, Cancer Wellness, and more. MWF has joined forces with the Principal Financial Group as our 401K provider to help build strong foundations for our financial future. -Employees are eligible after 90 days of employment -Enrollment is held on quarterly basis -MWF matches 25% of your elective deferral amount -Employees are fully vested after 3 years of employment Additional Benefits Include: • Paid Time Off

• Employee Mortgage Loan Program

• LO Academy

• Personal Growth Opportunities

• Coaching Program

• PERKS Program

Growth

Ryan Whiteside

Business Development Manager

Starting as a receptionist in a local office to now being one of the top BDMs in the company, it’s crazy how fast time flies in the mortgage industry, it has been 12 years with Mountain West Financial and it still feels like I’ve barely been here. MWF has a great team behind its doors, all of which have the same goal in mind. They have allowed me to flourish by providing the tools and resources necessary to be successful. Like anything though, it takes just as much hard work and dedication to putting those tools and resources to use. MWF has been a great place to work but really they’ve turned into a large extended family of mine. Mountain West West Financial Financial 13 Mountain 11

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Support Here for you. From the moment you join our team, you will have an entire support system behind you. From branch and new hire on-boarding to the array of tools you’ll have at your fingertips, including our intranet, marketing solutions, technology platform, training opportunities and exclusive programs, you’ll have everything you need to increase your business. Branch on-boarding consists of hands-on training with our trainers at your location to acclimate your team with our systems and processes. Our goal is to make your transition smooth and help decrease downtime for your team. To help keep our teams informed about industry and company updates we provide training on programs, marketing, industry news and continuous staff and educational trainings. We do not believe in a “one size fits all” philosophy, so our training programs and opportunities are specific to job functions and location. In addition, we offer many personal growth trainings and opportunities - building a stronger team builds a stronger company.

Training

A vast array of on-demand, and live trainings are available to ensure our staff always has the information they need on the tools, systems, and programs available at Mountain West.

• New Hire Training

• Monthly LO Meetings

• On-Demand Training Library

• Program Webinars

• Semi-Monthly Processor Meetings

• Lunch & Learns

• Regulatory Trainings

• Marketing Trainings

• LO Academy

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Technology Unlimit Yourself Web based LOS

Consumer portal Lights out integration

Our robust technology platform is designed to help you succeed. Lending QB, our workflow based LOS is an end-to-end system that boasts “lights out� integration, meaning everything you need is accessed with one login. From managing your leads to post closing, the streamlined processes will ensure the most efficiency.

Mobile apps

Point of sale tools

Workflow based

Streamline processes Syncs with CRM for real time status updates

Cutting Edge Technology

End-to-End solution Access the network anywhere Integrated e-signature and paperless platform Personalized pricing comparisons TPO portal Training resource library

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We look forward to working with you! For more information, contact us at Join@mwfinc.com or www.Join.mwfinc.com.

Reach New Heights with Mountain West Financial  

Learn about our unique platform designed specifically to help you perform at your peak.

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