reach new heights with mountain west financial

Reach New Heightswith Mountain West Financial, Inc.

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 DouglasCFO

Who are we?

We look forward to having you on our team

Mountain West Financial1 join.mwfinc.com

Executives

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.

Jill Burns Executive Vice President of Operations

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.

John Cady Senior Vice President of Production

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.

Mike Delehanty Executive Vice President



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.

Janell Howell Regional Vice President of Production - NorCal Region

Executives

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.

Shannon Kaufman Regional Vice President of Production - Southwest Region

Executives

Russ brings 20 years of wholesale and retail mortgage banking experience with 17 of those years as Vice President over Sales and Marketing. His passion is to help Recruit, Train, and Retain loan officers across the country. He believes there are 3 things important to finding the RIGHT company - Leadership, Culture, and Opportunity. He is now looking forward to a new adventure in growing the Mountain West brand for the next 17 years! Russ currently lives in Utah, with his wife and 3 children.

Russell Warner Regional VP of Business Development - Mountain 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.

Chris Lee Area Production Manager


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.

Suzie Ludwick Production Manager - Southwest Region

“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


Our History

Locations

1990• Opened May 17th• Received FHA & VA Approval

1997• Became a Wholesale Lender & received Fannie Mae approval

2013• Reached $1 Billion in servicing

2015• Approved in 8th state• Celebrated 25th Anniversary

1995• Became a Mortgage Banker• Licensed in multiple states

1998• Received USDA & Freddie Mac Seller/Servicer approval

2010• Received Ginnie Mae Approval

2014• Licensed in 5 states with over 40 retail locations and operations centers Today

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

Celebrating a long history in purchase money lending

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 several business channels; retail and wholesale. We’ve partnered with many other companies, operate under several DBAs and have provided billions of dollars in home loans.

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 to the ever changing mortgage environment.

25 Years of Experience

Mountain West Financial6

Licensed

Licensing Pending

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 12 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


Recognition

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.

Differentiating Resources

Affiliations

Exclusive Programs


CalPATHMountain West Financial, Inc.

AMPAdvantage Mortgage Program

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

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.

BASE CAMP


“There are 3 things important to finding the RIGHT company; Leadership, Culture, and Opportunity. Having the right leadership that understands the boots on the ground helps a company stay focused on production.

Culture comes with making sure you have the right people on the team. I believe people are looking for opportunities

to help them grow, if it be growing more production, improving partner relationships, or running a branch or

area, I feel it to be important to help people reach their full potential. Most importantly I am excited to have found all

3 of these here at Mountain West Financial.” Russell Warner, SVP Production

Marketing


On-Demand Marketing Material

Personalized Postcards, Flyers, Newsletters, Websites & More!

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.

• In-house graphic design and proof reading teams

• Social media campaigns

• On-demand marketing material

• Personalized branch & LO websites

• Custom ads, flyers & other marketing collateral

• Quarterly branded client & realtor newsletters

• Co-branded marketing

• Cimmaron CRM with automated campaigns

• Training to help you stand apart from your competition

• Promotional Material

• Exclusive Realtor Listing Network • Mobile Apps

Ev

Culture

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.

We are family


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

• Employee Engagement Activities

• Contests & Competitions

• Sales Conferences

• Networking Opportunities

• Charity Events

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 60 days of employment


• Paid Time Off

• LO Academy

• Coaching Program

• Employee Mortgage Loan Program

• Personal Growth Opportunities

• PERKS Program

Additional Benefits Include:

Colonial offers an array of supplemental insurance such as: Disability, Accident Coverage, Universal Life , Medical Bridge Coverage, Cancer Wellness, and more. Employees are eligible on the 1st of the month following 60 days of employment

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

Growth

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.


Ryan WhitesideBusiness Development Manager

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.

Support

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

• Program Webinars

• Regulatory Trainings

• Monthly LO Meetings

• Semi-Monthly Processor Meetings

• Marketing Trainings

• On-Demand Training Library

• Lunch & Learns

• LO Academy

Technology

Mountain West Financial join.mwfinc.com

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.

Unlimit Yourself

Web based LOS

Consumer portal

Lights out integration

Mobile apps

Point of sale tools

Workflow based

Streamline processes

Syncs with CRM for realtime status updates

End-to-End solution

Access the network anywhere

Integrated e-signatureand paperless platform

Personalized pricingcomparisons

TPO portal

Training resource library

Cutting Edge Technology

We look forward to working with you!For more information, contact us [email protected] or www.Join.mwfinc.com.

reach new heights with mountain west financial

Documents