At Kennedy Mortgage, our mission is to set a high standard in the mortgage industry. We are committed to quality customer service – putting the people we serve first. Our goal is to carefully guide you through the home loan process so that you can confidently select the best mortgage for you and your family from the many mortgage options that are available today. After you select the loan that is best for you, we will work continuously on your behalf to help you achieve your dream of homeownership.

At Kennedy Mortgage we strive to make you a client for life. We want to be your first choice every time you need a home loan. We always try to go above and beyond for you so that you will always feel confident referring your family and friends to us for their mortgage financing needs.

You will find that the skill, professionalism, and consideration we give to each of our clients make getting your loan a worthwhile endeavor.

Give us a call today for a free, personalized consultation. You can also apply online. It is fast, secure, and easy.

James Kennedy, Owner – Resume

PROFESSIONAL EXPERIENCE

August 2021 to Present – Kennedy Mortgage, LLC

Owner/Mortgage Broker

Meet with mortgage loan borrowers on the phone and in person, advising and guiding them throughout the entire loan process. Review financial information from all relevant parties. Originate and evaluate mortgage loans according to company guidelines and standards. Submit and monitor the status of loan applications. Maintain good relationships with clients by keeping them informed. Responsible for lead generation, sales forecasts, pipeline, and client management. Served as subject matter expert on all products and regulatory guidelines. Submit call reports, financial statements, and license renewals promptly.

February 2021 to August 2021 – Allstate Home Mortgage (Boca Raton, FL)

Mortgage Loan Originator

Meet with mortgage loan borrowers on the phone and in person, advising and guiding them throughout the entire loan process. Review financial information from all relevant parties. Originate and evaluate mortgage loans according to company guidelines and standards. Submit and monitor the status of loan applications. Maintain good relationships with clients by keeping them informed. Responsible for lead generation, sales forecasts, pipeline, and client management.  

July 2019 to February 2021 – SOUTHWEST FUNDING, LP (San Antonio, TX)

Mortgage Loan Originator

Meet with mortgage loan borrowers on the phone and in person, advising and guiding them throughout the entire loan process. Review financial information from all relevant parties. Originate and evaluate mortgage loans according to company guidelines and standards. Submit and monitor the status of loan applications. Maintain good relationships with clients by keeping them informed. Responsible for lead generation, sales forecasts, pipeline, and client management. Served as subject matter expert on all products and regulatory guidelines. 

January 2014 to Present – 360 REAL ESTATE SOLUTIONS (San Antonio, TX & Boca Raton, FL)

Real Estate Broker/Owner                             

Consults and represents clients to achieve their real estate needs and goals. Responsible for all lead generation, marketing strategy, pipeline management, client management, and regulatory compliance with the Texas Real Estate Commission. Manages and oversees the entire transaction process from sales contract to ultimately the closing. Responsible for successfully building trusting relationships with property owners about their property market value and securing the sale on behalf of client buyers. Works with city officials and representatives to ensure all land development initiatives fit within their regulatory requirements. Stay abreast to all local industry development projects to stay informed of recent initiatives and changes.

January 2008 to Present – PFEFFER COMPANY, INC. (Maple Grove, MN)

Real Estate Broker/Land Developer

Responsible for the entire sales cycle, marketing strategy, client management, project management, and regulatory compliance with local jurisdictions. Consults and represents clients to achieve their business objectives of acquiring and developing land for retail, office, industrial, and/or residential use. Consults, manages, brokers, and guides the entire transaction process, from local jurisdiction to marketing and navigating requirements and entitlements, to approval of sale and ultimately development. Responsible for successfully building trusting relationships with landowners, consulting them about their property market value, and securing the sale on behalf of client buyers. Works with City Officials and representatives to ensure all land development initiatives fit within their regulatory requirements. Attends City Hall hearings on behalf of clients to address all city citizen concerns. Stay abreast of all local industry development projects to stay informed of recent initiatives.

February 2006 to December 2007 – MERCANTILE MORTGAGE (Minneapolis, MN)

Loan Originator/Account Executive and Sales Manager

Responsible for lead generation, sales forecasts, pipeline, and client management. Developed leads and strategies to bring in new accounts and maintain existing ones. Developed and maintained relationships with mortgage brokers. Served as Subject Matter Expert on all products and regulatory guidelines. Educated and trained brokers on products, prices, services, and best practices. Pre-qualified and consulted brokers. Worked with brokers to develop strategies to bring in new business. Resolved service issues.

January 2005 to February 2006 – FINANCE AMERICA/BNC MORTGAGE (Chicago, IL)

Account Executive – see description above.

October 2001 to January 2005 – ALLSTATE HOME MORTGAGE (Plymouth, MN)

Loan Originator/Sales Manager and Vice President

Planned, led, and directed policies, objectives, and initiatives and the overall direction of the company. Led and directed mortgage loan functions of Loan Officers. Managed and directed all aspects of servicing functions. Managed all facets of business loan processing including origination, processing, and closing. Ensured new mortgage loan packages were processed and completed. Accountable for financial performance, customer satisfaction, and industry policies and procedures. Also responsible for overall lead generation, and marketing strategy, which included creative development, vendor management, initiatives, and tactics.  

OTHER POSITIONS HELD

PROFESSIONAL ORGANIZATION AFFILIATIONS                                                                                     

PROFESSIONAL LICENSE DESIGNATIONS                                                                                      

EDUCATION

University of St. Thomas, St. Paul, MN

Degree: Bachelor of Arts Major: Financial Management  

Licensing

Florida

Texas