Joshua’s Team Members Work to Create an Experience That Matters
In his quest to continue offering excellent customer service, Joshua Dean has been a recruiter, of sorts. He has assembled The Dean Team: a staff of three that works with him to, as he says “create experiences that matter by helping people build generational wealth through homeownership.”
That’s Joshua’s “why,” which explains what drives him as a loan officer with Homeowners Financial Group in Canton.
The “how” starts by meeting his team members.
“By building a strong team, I’ve added leverage, so I can continue to serve people at a really high level,” he said. “My reviews reflect what a great team I have.”
Joshua is the team’s leader. When you read his bio, it is easy to understand his passion for helping people. Joshua has degrees in education and theology, along with mortgage and insurance experience.
“I believe in doing the right thing, and treating people with dignity and value,” he said. “My perspective comes from being a former pastor, and loving people well.”
Joshua moved his family to Cherokee County from Buffalo, New York, six years ago. Joshua and Tina have been married 18 years, and have three children: Judah, 10, Grantly, 9, and Gracie, 6. He played D-1 college basketball and earned two degrees: a bachelor’s degree in early childhood education from the University of Buffalo and a master’s in theological studies from Masters International University of Divinity.
His goal is to make the homebuying process a positive, memorable experience, one that clients look back on with fond memories.
“We want the experience to matter so much. It’s such a huge part of people’s lives; I want them to see it as a significant experience. I am thankful that people allow us to be a part of their story,” Joshua said.
It starts with a strategy call with each client. That’s when the teamwork kicks in.
Colleen is a licensed mortgage professional assistant and does the initial review of income, assets and credit, to ensure clients can move forward with the purchase or refinance process.
The Kennesaw State University graduate was born in Chicago, but has lived in Atlanta most of her life. Colleen earned a history degree at KSU, started in the mortgage business in 2002 and worked her way from receptionist to loan processor. She has a mortgage loan originator license, sales experience, and uses her pre-underwriting skills to work though unique situations on the front end of transactions, making the process more seamless for the clients.
“My prayers were answered when I met Joshua, Beth and Tara! It almost didn’t happen, as I had signed on with another company before I had my initial meeting with Joshua. Words can’t describe how happy I am that I made the decision to join The Dean Team,” Colleen said.
Colleen’s fur baby is a 7-year-old Australian shepherd. She has many friends in the community whom she considers family (in addition to her father and three brothers). “Without them, I don’t think I’d have this amazing job and life that I love,” she said.
As the client coordinator, Tara works directly with the underwriter and client to get loans approved, once Colleen makes sure they qualify.
The Alpharetta native met her husband, Jason, while living in Brookhaven, and they decided to move north of Atlanta. They have two children, Kenneth, 2, and Hunter, 9 months, along with three “crazy” dogs.
Tara learned she had an aptitude for processing because of her attention to detail, ability to maintain timelines and manage many moving parts on multiple files, and her capacity to retain and apply extensive knowledge of agency guidelines. Her experience in pre-underwriting files from the beginning of the process gives clients a head start and prevents unforeseen issues.
“I came to Homeowners, after almost six years with another company, for the opportunity to grow my career,” Tara said. “I met Joshua when I was given two extremely difficult files to close for him. He and I clicked and worked extremely well together from the beginning. From there, our partnership was born.”
Tara gets clients to the finish line, and said she is proud of the team’s growth and the number of lives they are able to touch.
As the director of client experience, Bethany helps oversee the strategy, planning and execution of the team’s overall client experience goals.
The Ohio native moved to Roswell in high school. After graduating from the University of Kentucky, she returned to Roswell and moved to Cherokee County in 2003, where she and her husband bought their first home.
In her first job with an Atlanta law firm, Bethany worked in the bankruptcy division, representing banks and mortgage companies nationwide. She eventually became a manager of the Georgia, Alabama, Tennessee and Florida litigation team.
“My time at the firm, coupled with various positions held, has afforded me a vast amount of relevant understanding and experience, which has proven to be beneficial in my current role,” she said.
“My focus is on our clients, agents and potential clients and agents. My goal is to deliver a seamless experience for them on their journey through the mortgage process at several key stages and touchpoints. Getting out in Cherokee County and meeting people is one of my favorite parts of my job!”
Bethany and her husband, Sean, live in Canton, with their three boys and a dog, Boone. She enjoys spending time with family and friends, traveling and watching her boys play sports.
- Named to the Presidents Club at Homeowners Financial Group for the second consecutive year.
- Listed in the Scotsman Guide as one of the nation’s Top Originators. According to the Guide, “the longevity and comprehensive scope of this list makes it the most respected ranking and coveted achievement in mortgage lending.”
- Recognized in the Top 1% Mortgage Originators in America.
- Listed in Mortgage Executive Magazine’s ranking of the Top 1% Mortgage Originators in America 2021, also published in April 2022.
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