1. 21000 Torrence Chapel Road, Suite 101
Cornelius, NC 28031
(704) 987-7821
(866) 987-7821
(704) 987-7822 Fax
www.pinnsearch.com

2. Company Profile
Regardless of size, all companies are strategically competing for growth through
talent acquisition. For over almost 2 decades Pinnacle Search Associates has
played a key role in providing executive search services to mortgage firms large
and small throughout the country.
At Pinnacle Search we provide search solutions on a retained and contingency
basis, depending on our client’s specific needs and level of service commitment.
With our team of researchers, recruiters, and account managers, we are able to
provide timely, and cost effective services with a team approach. Our extensive
business networks have enabled us to develop and maintain relationships with
industry leaders across the country, which in turn enables us to find that “hidden”
pool of individuals who are not actively seeking new employment.
To augment executive search, Pinnacle Search Associates offers its clients
valuable tools such as consulting, compensation studies, market intelligence and
an array of other customized services.
At Pinnacle, we understand that every company is different and so are its needs.
By offering a customized approach for each organization, we are able to
successfully meet those needs. In addition, we carefully select our clients and
limit those clients enabling us to provide a large talent pool from which to select.
Further, we provide an unprecedented guarantee on our services, again
demonstrating our commitment to partnership with our clients.

3. Why Choose Pinnacle Search?
♦ 17 year proven track record of success in the mortgage industry
♦ Customized approach to each assignment based on client needs
♦ Relationship rather than transaction focused, we act as an exten-
sion of your company
♦ Bundled services providing cost effective solutions
♦ Unprecedented guarantee on every placement
♦ Reliability - we do what we say
♦ Thorough underwriting of each candidate presented including
past production, compensation, references, and interest in posi-
tion
♦ We will not waste your time with unqualified or uninterested candi-
dates
♦ Limited client list providing larger talent pool
♦ Integrity and trust - the backbone of our company
21000 Torrence Chapel Road, Suite 101
Cornelius, NC 28031
(704) 987-7821
(866) 987-7821
(704) 987-7822 Fax
www.pinnsearch.com

4. KAREN C. RANDOLPH
PRESIDENT
Karen Randolph has spent nearly two decades in executive search and consulting.
She has assembled a team of industry specialists who provide search services in
mortgage banking. Karen began her search career with a regional financial
services firm specializing in finance positions in banking and capital markets. Prior to
forming Pinnacle Search Associates in 2003, she served as President of a national
mortgage recruiting firm where she worked for 10 years.
Karen’s business is relationship rather than transaction driven and she understands
that each client is unique. She offers value added services to augment her search
practice such as providing market surveys, compensation studies and career
counseling.
Prior to executive search, Karen spent 15 years in financial management. This
experience gives Karen a unique “client’s perspective”, enabling her to understand
a company’s history, culture and competitive edge needed to attract the best
candidates. In addition, along with the research team, Karen personally conducts
each search and is directly responsible for sourcing and recruiting, candidate
selection and interviewing, presentation to the client and negotiation through final
offer and acceptance.
Pinnacle Search Associates, Inc.
21000 Torrence Chapel Road, Suite 101
Cornelius, NC 28031
(866) 987-7821 x113 (704) 987-7822 Fax
(704) 661-4000 Cell
krandolph@pinnsearch.com

5. MELINDA C. SHERRILL
SENIOR VICE PRESIDENT
Melinda Sherrill spent the first ten years of her career in financial services with one of
the country’s top 5 financial institutions. Her focus was in Operations Management
for Commercial Lending, Loan Administration, and Training. In this capacity,
Melinda was responsible for overall administrative operations and training for 12 city
offices in the Western Region of North Carolina. During her tenure with First Union
National Bank, she interacted with, and reported to, Senior Vice Presidents and the
President of the Bank. This experience provided a natural segue into executive
search, having been on the client side of the desk.
In 1994, Melinda began her executive search career with one of the country’s
leading mortgage recruiting firms. In 2003, Melinda partnered with Karen Randolph
to form Pinnacle Search Associates. She specializes in recruiting Branch Production
Management, Loan Production talent, Executive Administration and the like. Her
expertise lies in finding that “hidden pool” of individuals who are not actively seeking
employment to join the country’s premier mortgage companies.
Pinnacle Search Associates, Inc.
21000 Torrence Chapel Road, Suite 101
Cornelius, NC 28031
(866) 987-7821 x111 (704) 987-7822 Fax
(704) 651-6133 cell
msherrill@pinnsearch.com

6. How Are We Different?
At Pinnacle Search Associates, we have taken the search process to a new level
by partnering with our clients to create a customized approach to each
assignment. Not all companies are alike, nor are their needs.
The most important difference in our approach is that the individual who makes
the initial presentation of services partners with you throughout the entire process.
Unlike most firms, who have a sales force and a separate recruiting group that
never meets the client, our senior partners actively conduct the search. We
oversee the research process and are directly responsible for sourcing and
recruiting, candidate selection and interviewing, client presentation, and
negotiation through final offer and acceptance.
We complete a series of in-depth interviews with viable candidates to determine
their individual interests. Our screening process pinpoints each individual’s
qualifications, motivations, and conformity to the position and organization.
Candidates are subjected to three levels of evaluation prior to being presented
to the client:
♦ exploration of initial interest, professional qualification, and compensation
♦ in-depth interview to explore position match and candidate’s reasons for
considering the position
♦ verification of background, production, and income information. This enables
us to satisfy both candidate and client needs to ensure a successful long term
hire
Pinnacle Search Associates is relationship rather than transaction driven. We
understand that each client is unique. Therefore, we get to know you, assess your
needs, and offer value added services to augment our search practice. In
addition, we offer a bundled service approach to provide the most cost effective
solution for our client partners.

7. Industry Expertise
MORTGAGE BANKING
Residential Mortgage Production Secondary Marketing
Construction Lending Loan Administration
Executive Administration Wholesale Lending
FUNCTIONAL POSITIONS
Chief Executive Officer President
National Head of Sales Regional Sales Executive
Retail Branch Manager Retail Area Manager
Retail Loan Originator Human Resource Manager
Senior Operations Manager

8. The Search Process
Needs Assessment
Working as a team with the client, we analyze the company’s needs to determine the
required set of skills, understand organizational relationships, define the required
experience, and identify the other characteristics necessary for the successful
candidate. This information guides our search process.
Research
Our continually growing database contains thousands of contacts throughout the
country and will be the first tool used to assemble a recruiting list. In addition, we
employ tools such as company websites, directories, associations and industry network
to produce the target list of candidates to be recruited.
Candidate Identification & Evaluation
Using the research list, contact is made with individuals to determine interest and
viability as a candidate for the particular position. Likely prospects are thoroughly
screened to pinpoint their qualifications, motivations, interest level, and potential
cultural fit with the client organization. As a follow up to the initial screening, verification
of production, work history, and referencing are done.
Presentation & Interview of Candidates
Written profiles, and resumes when available, are submitted to the client for discussion.
It is a critical part of our process to verbally present each candidate for consideration.
At that point, we schedule a mutually convenient meeting between the client and
candidate. After each interview, we contact both the client and the candidate for
feedback. Additional interviews are scheduled at that time.
Candidate Referencing
Generally, at least one reference is done on each candidate prior to submission.
However, it has been our experience that individuals not actively seeking employment
are reluctant to provide references prior to conversations with the client. Once mutual
interest has been established, we can begin the referencing process. We contact
individuals who are capable of providing insights about the candidate’s qualifications.
The collective comments made by these references are then reviewed with the client.
Completion of the Search
As the search comes to a close, we assist in structuring the compensation package that
best fits the needs of the candidate and fits within the parameters discussed in the initial
client meeting. We also contact all those who have been helpful in the search,
thanking them on behalf of the client. Once the successful candidate is in place, we
are available to support the newcomer’s successful integration into the company team.