Innovative. Progressive. Mortgage Lender. Expert.
Ted Overton is a residential Mortgage Banker with Fairway Independent Mortgage Corporation. He is a knowledgeable mortgage lender with over 30 years of experience in real estate and finance – Ted has originated over $800 million in debt financing transactions.
Ted received his MBA in accounting and finance from Northwestern University’s Kellogg School of Management and started his business career as a licensed CPA with Price Waterhouse.
Ted provides strategic mortgage planning services and is an expert in residential mortgage lending. He provides innovative and progressive mortgage solutions – for home purchases or refinances – for principal residences, second homes and investment properties.
Specialties include:
- Conventional and Jumbo Loans
- Government (FHA/VA) Loans
- Condominium Project Financing
- Investment Property Finance
- Renovation Lending
Ted's Bio
Professional Summary
- Residential Lending Expert.
- Experienced and knowledgeable residential mortgage banker.
- Successful mortgage loan originator since 2004.
- Conventional, Jumbo and Government lending specialist.
- Innovative lender with deep knowledge of high net worth individuals, self-employed individuals and borrowers with complex operating and tax structures.
- Lending expertise in Investment Property Finance, Condominium Project Finance and Construction Finance.
- Over 30 years of experience in all aspects of debt financing.
- Originated over $800 million in secured debt transactions.
Business Experience
2004 – Present
RESIDENTIAL MORTGAGE LENDING
Scottsdale, AZ
Mortgage Banker
Residential Mortgage lender operating in Arizona Providing mortgage banking services to individuals seeking to finance residential real estate, specializing in conventional mortgage lending for home purchase or refinance. Specific areas of residential lending expertise:
Residential Mortgage lender operating in Arizona Providing mortgage banking services to individuals seeking to finance residential real estate, specializing in conventional mortgage lending for home purchase or refinance. Specific areas of residential lending expertise:
- High net worth and self-employed individuals
- Borrowers with complex operating and tax structures
- Investment Property Finance
- Condominium Project Finance
- Construction and Renovation Finance
1990 – 2004
CORPORATE FINANCE
Metropolitan Phoenix, AZ
Investment Banker, Vice President, Corporate Finance
Provided investment banking advisory services to middle market companies. Specialized in private debt placements and asset-based lending facilities, including senior and subordinated debt placed with institutional investors.
Provided investment banking advisory services to middle market companies. Specialized in private debt placements and asset-based lending facilities, including senior and subordinated debt placed with institutional investors.
1984 – 1989
COMMERCIAL REAL ESTATE
Phoenix, AZ
Licensed Investment Properties Salesman
Represented buyers and sellers in the sale of investment real estate. Specialized in commercial shopping centers and multi-family properties.
Represented buyers and sellers in the sale of investment real estate. Specialized in commercial shopping centers and multi-family properties.
Vice President, Director of Finance
Coordinated financing and project sales for a Phoenix-based retail shopping center developer and a multi-family apartment developer.
Coordinated financing and project sales for a Phoenix-based retail shopping center developer and a multi-family apartment developer.
1982 – 1984
ACCOUNTING
Chicago, IL
Associate, Financial Accounting Division, CPA
Performed financial accounting services for Price Waterhouse. Clients included a Fortune 500 manufacturing company, national dairy foods company, and a major Chicago law firm. Responsibilities included planning and administration of engagements; review of financial statements; financial consulting; and litigation support.
Performed financial accounting services for Price Waterhouse. Clients included a Fortune 500 manufacturing company, national dairy foods company, and a major Chicago law firm. Responsibilities included planning and administration of engagements; review of financial statements; financial consulting; and litigation support.
Education
1980 – 1982
NORTHWESTERN UNIVERSITY KELLOGG GRADUATE SCHOOL OF MANAGEMENT
Evanston, IL
MBA degree – Accounting and Finance (Professional Accounting Program). Dean’s List. Activities: Graduate Management Association, Co-Host Careers 1982.
1975 – 1979
UNIVERSITY OF WISCONSIN
Madison, WI
Bachelor of Science degree – Biochemistry. Dean’s List. Activities: Sigma Chi Fraternity.
Professional Certifications and Licenses
2010 – Present
LICENSED MORTGAGE LOAN ORIGINATOR
Arizona
NMLS #231311
AZ-LO-0915929
1982 – 1984
CERTIFIED PUBLIC ACCOUNTANT
Illinois
(No Longer licensed or practicing) State of Illinois Certificate No. 36,708