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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.

  • Specialty Programs

    Day Dosch

    Resource Mortgage Consultant
    Office:
    704-547-5612
    Mobile:
    803-448-7722
    Fax:
    980-233-3157
    Day.Dosch@allentate.com
    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
    Don.ODell@allentate.com
    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
    kenya.nelson@allentate.com
    Areas Covered:
    Client Relations
    • NMLS #828592
    • Licensed in NC / SC
  • 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
    Amy.Morris@allentate.com
    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
    Justin.Wells@allentate.com
    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
    Karen.Barnette@allentate.com
    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
    Kim.Saunders@allentate.com
    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
    Lisa.Green@allentate.com
    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
    Michelle.McDevitt@allentate.com
    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
    Mollie.Bergstrom@allentate.com
    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
    richard.hilton@allentate.com
    Areas Covered:
    Rock Hill
    • NMLS #664125
    • Licensed in SC
  • NC Charlotte (Charlotte/Concord/Lake Norman)

    Allen Duckworth

    Senior Mortgage Consultant
    Office:
    704-593-2290
    Mobile:
    704-650-0171
    Fax:
    980-233-3894
    Allen.Duckworth@allentate.com
    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
    Caroline.Hedgecock@allentate.com
    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
    karen.hunter@allentate.com
    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
    kathy.hager@allentate.com
    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
    wendy.romero@allentate.com
    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
    carol.clevidence@allentate.com
    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
    Tina.Shields@allentate.com
    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
    cindy.wall@allentate.com
    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
    kathy.hannam@allentate.com
    Areas Covered:
    Wake Forest, Brier Creek Jointly covers Falls of Neuse and Chapel Hill
    • NMLS #147187
    • Licensed in NC
  • SC Upstate (Greenville/Easley/Greer)

    Donna Thomas

    Senior Mortgage Consultant
    Office:
    864-272-1938
    Mobile:
    864-483-1197
    Fax:
    866-280-7205
    Donna.Thomas@allentate.com
    Areas Covered:
    Greenville, Easley, Greer
    • NMLS #203780
    • Licensed in SC
Status onlineApplication checklist203k