Derek Richards

About Derek Richards

I enjoy utilizing my 30 years of experience as a mortgage lending expert, combined with the tools and resources at my disposal as a defensive financial planner to help my friends, clients and community with education and insight to plan for both the inevitable and the unexpected. Retirement, college, buying a home, getting out of debt, managing assets, tax planning. these are all things many people have some sort of a plan for.Loss of life, long term illness, disability, long term care. these are things that many people DON\'T have a good plan for. As a holistic financial planner, I can help with all of the above. Together, we can create a plan that ensures that you reach your goals and that has the appropriate protection that ensures that no matter what happens, your goals happen and you and your family have true financial security. That\'s peace of mind.

Experience

1. Senior Loan Officer

   Cornerstone First Mortgage, LLC

   Feb 2023 — Present · Lake Oswego, OR, US

Education

• Utah Valley University

  General Studies

  1990 — 1992

• Brigham Young University

  Business

  1992 — 1995

• Portland State University

  Business, Marketing

  1995 — 1997

Skills

• Social Networking
• Social Media Marketing
• Strategic Partnerships
• Marketing
• Sales Operations
• Customer Retention
• Customer Service
• Conflict Resolution
• Creative Problem Solving
• Advertising
• Organizational Leadership
• Recruiting
• Mediation
• Real Estate
• Lead Generation
• Google Apps
• Proactive Self-Starter
• Leadership
• Sales
• Online Advertising
• Mortgage Lending
• Green Energy
• Marketing Strategy
• Mobile Technology
• Sales Management
• B2b
• Twitter
• Small Business
• Sustainability
• Google
• Green Technology
• Sales Process
• Team Management
• Online Marketing
• Business Communications
• Team Leadership
• Training
• New Business Development
• Interviewing
• Contract Negotiation