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About Us
Questions, Answers, and Contact Information
We'll proudly lend you a loan expert.
Choosing a mortgage consultant is as important as choosing a Realtor. You want someone with the knowledge and expertise to guide you through the mortgage process, someone you can trust with your most confidential financial information, and someone who always has your best interests at heart.
At Allen Tate Mortgage, we’re proud to recommend any of our mortgage experts. Our mortgage team takes great pride in their work and believes in creating and fostering a relationship with their clients that extends well beyond the closing table. It’s not unusual to find an Allen Tate Mortgage client who has financed – or refinanced – two, three or even more homes with the same Allen Tate Mortgage consultant.
You’ll find a list of our mortgage professionals below, along with their contact information, specialty areas if applicable and the geographical areas they service. Click on any name to learn more about that individual.
For general inquiries, please call the Allen Tate Mortgage Hotline toll–free at 877–201–4732 to speak with a mortgage representative or e–mail atmonline@allentate.com.
Your questions are important; your business is valued; and your complete satisfaction is our goal. We look forward to hearing from you, and working with you for years to come.
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Specialty Programs
Day Dosch
Resource Mortgage Consultant
- Office:
- 704-547-5612
- Mobile:
- 803-448-7722
- Fax:
- 980-233-3157
- Areas Covered:
- Covers all service areas for Allen Tate Mortgage
- NMLS #391576
- Licensed in NC / SC
Don O'Dell
Renovation Loan Specialist
- Office:
- 704-547-5627
- Mobile:
- 704-526-9264
- Fax:
- 980-233-3968
- Areas Covered:
- 203k Specialist
- NMLS #83055
- Licensed in NC / SC
Kenya Nelson
Resource Mortgage Consultant
- Office:
- 704-805-1067
- Mobile:
- 864-329-5911
- Fax:
- 980-233-3653
- Areas Covered:
- Client Relations
- NMLS #828592
- Licensed in NC / SC
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NC Charlotte South (Charlotte/Rock Hill/Fort Mill)
Amy Morris
Senior Mortgage Consultant
- Office:
- 704-805-9615
- Mobile:
- 704-651-3936
- Fax:
- 980-233-3943
- Areas Covered:
- Steele Creek, Fort Mill
- NMLS #245729
- Licensed in NC / SC
Justin Wells
Senior Mortgage Consultant
- Office:
- 704-543-5896
- Mobile:
- 704-562-3784
- Fax:
- 980-233-3971
- Areas Covered:
- Ballantyne
- NMLS #84961
- Licensed in NC / SC
Karen Barnette
Senior Mortgage Consultant
- Office:
- 704-849-6602
- Mobile:
- 704-231-7288
- Fax:
- 980-233-3900
- Areas Covered:
- Providence, Matthews-Mint Hill
- NMLS #81645
- Licensed in NC / SC
Kim Saunders
Senior Mortgage Consultant
- Office:
- 704-367-7355
- Mobile:
- 704-904-2371
- Fax:
- 980-233-3913
- Areas Covered:
- SouthPark
- NMLS #84165
- Licensed in NC / SC
Lisa Green
Vice-President of Sales
- Office:
- 704-547-5636
- Mobile:
- 704-773-9239
- Fax:
- 980-233-3930
- Areas Covered:
- Manages mortgage consultants in all Allen Tate Real Estate Offices from the Triangle to Greenville, SC.
- NMLS #82546
- Licensed in NC / SC
Michelle McDevitt
Senior Mortgage Consultant
- Office:
- 803-831-5511
- Mobile:
- 704-957-8927
- Fax:
- 980-233-3924
- Areas Covered:
- Lake Wylie, Lancaster
- NMLS #82957
- Licensed in NC / SC
Mollie Bergstrom
Senior Mortgage Consultant
- Office:
- 704-367-7272
- Mobile:
- 704-756-0606
- Fax:
- 980-233-3925
- Areas Covered:
- SouthPark
- NMLS #81735
- Licensed in NC / SC
Richard Hilton
Senior Mortgage Consultant
- Office:
- 803-817-9642
- Mobile:
- (803) 417-2424
- Fax:
- (980) 233-3920
- Areas Covered:
- Rock Hill
- NMLS #664125
- Licensed in SC
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NC Charlotte (Charlotte/Concord/Lake Norman)
Allen Duckworth
Senior Mortgage Consultant
- Office:
- 704-593-2290
- Mobile:
- 704-650-0171
- Fax:
- 980-233-3894
- Areas Covered:
- University
- NMLS #82378
- Licensed in NC
Caroline Hedgecock
Senior Mortgage Consultant
- Office:
- 704-886-0300
- Mobile:
- 704-467-3782
- Fax:
- 980-233-3908
- Areas Covered:
- Concord
- NMLS #82605
- Licensed in NC
Karen Hunter
Senior Mortgage Consultant
- Office:
- (704) 949-1319
- Mobile:
- (704) 682-4594
- Fax:
- (704) 414-2988
- Areas Covered:
- Huntersville
- NMLS #245419
- Licensed in NC
Kathy Hager
Senior Mortgage Consultant
- Office:
- 704-896-5168
- Mobile:
- 704-258-0522
- Fax:
- 704-414-2996
- Areas Covered:
- Lake Norman, Davidson
- NMLS #106198
- Licensed in NC
Wendy Romero
Assistant Mortgage Consultant
- Office:
- 704-593-2252
- Mobile:
- 704-593-2252
- Fax:
- 980-233-3978
- Areas Covered:
- University
- NMLS #373663
- Licensed in NC
-
NC Triad (Winston Salem/Greensboro)
Carol Clevidence
Senior Mortgage Consultant
- Office:
- 336-510-1841
- Mobile:
- 336-534-6393
- Fax:
- 800-936-1965
- Areas Covered:
- Green Valley, Burlington
- NMLS #210556
- Licensed in NC
Tina Shields
Senior Mortgage Consultant
- Office:
- 336-714-4656
- Mobile:
- 336-823-0560
- Fax:
- 866-733-9085
- Areas Covered:
- Winston-Salem, High Point, Asheboro
- NMLS #32562
- Licensed in NC
-
NC Triangle (Raleigh/Durham/Chapel Hill)
Cindy Wall
Senior Mortgage Consultant
- Office:
- 919-582-0160
- Mobile:
- 919-345-1298
- Fax:
- 800-936-1970
- Areas Covered:
- Glenwood, Cary Jointly covers Falls of Neuse and Chapel Hill
- NMLS #37941
- Licensed in NC
Kathy Hannam
Senior Mortgage Consultant
- Office:
- 919-453-5068
- Mobile:
- 919-883-7470
- Fax:
- 800-939-0355
- Areas Covered:
- Wake Forest, Brier Creek Jointly covers Falls of Neuse and Chapel Hill
- NMLS #147187
- Licensed in NC
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SC Upstate (Greenville/Easley/Greer)
Donna Thomas
Senior Mortgage Consultant
- Office:
- 864-272-1938
- Mobile:
- 864-483-1197
- Fax:
- 866-280-7205
- Areas Covered:
- Greenville, Easley, Greer
- NMLS #203780
- Licensed in SC
Get Answers
Contact us for more information
- My Mortgage Consultant
- 877-201-4732
About Us
- Overview Mortgage is just the beginning. Allen Tate's Family of Companies will take care of you throughout your homeownership life cycle.
- Our Consultants You deserve personalized, professional service to guide you through the mortgage process. Meet our exceptional team of loan experts.
- Join The Team We're always looking for great people with mortgage experience to serve our customers throughout the Carolinas.
- Contact Us Our goal is to provide you with a level of comfort and service that makes your mortgage experience one of the best of your life.
©2012 Allen Tate Mortgage NMLS #79543. Loans available in NC/SC. 8640 University Executive Park Drive Suite A Charlotte, NC 28262







