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Theresa
Crowell is currently the owner and president of Advantage
Insurance And Mortgage Group and Advantage Investments,
Inc. Theresa not only owns and manages the business, but
actively originates home loans every day. Theresa believes
in staying “on the cutting edge” of the business and continually
invests in her knowledge through continuing education classes
and courses and believes in keeping up with technology to
benefit her clients.
Theresa started on the ground floor of the financial business
back in 1985 with a national finance company in her home
town of PA as a customer service representative. She quickly
learned the ropes and moved up the ladder holding various
positions in the company. Through her tireless dedication
to learn all she could, within 5 years she had earned the
position of branch manager, being the youngest female manger
in her division. Theresa went on in this position to excel
and earned the companies’ top award of “President’s Circle
of Excellence”. Feeling she had accomplished all she could
within the company, and with her husband’s burning desire
to move “south” and open up a new world of possibilities
for their family, the Crowell’s set out to relocate to NC.
Being in the center of the financial and banking world,
Theresa was able to expand her business allies and the end
result has been being able to work in various positions
with numerous lenders and investors from underwriting to
the secondary market.
In
2002, Theresa decided it was time to take the “big step”
and opened her own mortgage and insurance company.
This allowed Theresa to be able to shop the market and really
meet the needs of her clients and not be limited to just
one set of lending rules and programs as she had been by
working for a specific lender. Being a NC licensed broker,
Theresa has access to any lender available in the country,
and can thoroughly shop the market based on her client’s
criteria and needs and be able to obtain the “best of the
best”. Theresa now can concentrate more on the total picture
for her clients and works more with mortgage planning and
consulting than just giving her clients a “quick fix” in
a mortgage.Theresa also is an avid mortgage investor herself
and works with numerous real estate investors full time
so she has experience from both sides of the spectrum.
Theresa
is a member of the NCAMP, NAMP, CLMS, Realtor, and the Charlotte
REIA. Theresa’s motto and business plan is.. “From
Our Family to Yours” ..and she’s proud to say her
profitable business is 100% by referral. Know with Theresa
you’ll be treated just like you were family …. That is what
we want to be considered for life … FAMILY!

Theresa resides in Concord with her cat Buddy. She has two
daughters, Nicole who works with her in the family business,
and Erika who is a junior at East Carolina University in
Greenville, NC. Erika is planning on coming back to Concord
to also work along side Theresa and Nicole in the family
business. Theresa’s interest include her passion for riding
her Harley Davidson motorcycle and traveling, reading and
spending time outdoors doing just about anything!
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