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Wingspan Portfolio Advisors expands to Florida, centralizes workers

Wingspan Portfolio Advisors mortgage firm is expanding to Florida and adjusting industry standards by centralizing their workers to one location, the company said.

Having the working groups together in our facilities brings a missing component to the mortgage processing and underwriting value proposition,” says Jim Gallagher, senior vice president of Wingspan Portfolio Advisors.

He added, “Collaboration and a centralized environment are critical to a topflight offering, we have found.” 

Instead of having contractors who work from home, Wingspan uses W-2 employees who work at the Wingspan offices in the Dallas area or in the company’s Melbourne, Fla. facility. 

Wingspan requires employees to have a minimum of three years underwriting experience within the past five years to ensure knowledge and help meet the demands of clients. 

“With the expansion into Florida, we’ve developed a strategic reserve that allows us to deploy 30 to 35 highly experienced people within 30 days, if required, for multiple clients,” Gallagher explains. 

Wingspan President and CEO Steven Horne said, “Lenders with immediate needs no longer have to settle for remote workers.  They can see the people for themselves and learn first-hand what technology, testing and training can do, right in Wingspan’s offices.”

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