We’ve “Fall”en for Our Newest Hires!

Kate Neely
Loan Officer

Kate feels driven to assist the community to achieve the feeling of security and accomplishment associated with owning a home. She loves taking on the challenge of each client’s unique situations and helping them to find a loan that fits their needs, while building meaningful relationships along the way. Kate has been a Licensed Clinical Social Worker since 2007, which has given her a firsthand look into how important housing is for people’s wellbeing and overall satisfaction with life.

Kate has found a great sense of purpose and humility through working in community mental health, state-funded inpatient settings, and crisis center. Outside of work you can probably find Kate at the gym, rolling around with her goofy chocolate lab, Odin, or spending time with her husband and two children. Given the opportunity, they love to visit the Outer Banks and take some time to recharge as a family.

David Moore
Loan Officer

David has been a Loan Officer for two years, and within that period he has gained an incredible amount of experience. With a reputation that precedes him, David has a passion for helping others and giving back to his community in Durham, NC. He believes in the importance of providing everyone with a fair and equal opportunity to achieve the dream of homeownership.

David’s specialty is FHA loans, however he is well-versed with Conventional and VA as well; it’s all about finding the loan that fits the client. He prides himself in being approachable, engaging, and transparent while helping his clients understand the steps of the mortgage process on their road home. He finds great pride in finding a solution that fits each specific situation that homebuyers bring to his table.

After graduating from the University of North Carolina Pembroke with a degree in Exercise Sports Science, David was a boxing promoter, personal trainer, and sports nutritionist for nine years. When he isn’t busy closing loans, David also works as a Deputy Sheriff. In his time outside of work he enjoys working out, watching movies, playing basketball, and spending time traveling with his family.

Angie Smith
Loan Officer

With a journey beginning as a bank branch manager offering retail loans, Angie found her calling 19 years ago when she transitioned in the role of a Loan Officer. Recognizing her desire to help people and that this was a position she could accomplish that goal in, she has thrived helping her clients find their dream homes, walking with them as they start their families, and many times, assisted them in utilizing the equity of their homes through refinancing. She feels personal joy seeing the excitement on the face of first-time homebuyers at the closing table and knowing that she was a part of that special memory for them.

Throughout her career thus far, Angie has closed nearly $450 million of mortgage loans with happy homebuyers. She boasts a VA Lender Certification from National Association of Mortgage Brokers, as well as previously being recognized as a Valued Lending Partner for four consecutive years.

While she specializes in first-time homebuyers, VA, and USDA loans, Angie is a skilled mortgage lender that focuses solely on finding the loan that fits each client’s needs. She holds a Bachelor of Business Administration degree with a concentration on Accounting, which launched her career in the financial industry while simultaneously providing her with the knowledge to grow and thrive in the mortgage industry. This is why her clients find value working with her: she is approachable, thoughtful, dedicated, and thorough in the process.

When she is not assisting customers with their mortgage needs, Angie is most proud of beginning and continuing to facilitate a growing weekly bible study at her church. She also can be found working in her community as a member of the Chamber of Commerce, United Way, and volunteers her time to many local and national other organizations. She loves to spend time with husband and her two boys, who are her world.  They enjoy traveling to explore battlefields and other historical places. In her alone time, Angie enjoys scrapbooking, photography, shopping, and talking to her husky, Winter.

Michelle Carlini
Loan Officer

Michelle has been thriving in the mortgage industry for over 20 years. Her self-motivated, thorough, and analytical way of doing business is an unmistakable key to her success. She is resourceful and professional, which has gone a long way in building and maintaining relationships with clients and partners in the industry.

Her extensive experience in the industry has led to in-depth knowledge of application reviewal, income/asset documentation, loan recommendations, and organization behind-the-scenes. Her excitement and willingness to take on the leg work associated with closing a loan is a large part of why her clients keep coming back to her: she keeps the process streamlined, clear, and as worry-free as possible for them on their side of the table.

Michelle’s expertise and aptitude for setting direction for the process and keeping things moving forward on course helps her to cultivate strong relationships with her clients. She strives to be an approachable and knowledgeable resource to them on their road home.

Outside of the office, Michelle loves to spend time with her husband of 21 years and with her son and a daughter. Her son is currently in college, while her daughter is attending ballet academy. You could say that dancing runs in the family, as she is a huge fan of 70’s music (especially Elton John and Barry Manilow!) and when her family gets tired she still has two adorable fur babies to dance with.