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Caleb Eggert Email & Phone Number
Senior Loan Officer
at
Synergy One Lending, Inc. NMLS #1907235
1 work email found
@dkmortgage.com
1 phone found area 207
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Loan Officer
Location
Greater Boston, United States, United States
Who is Caleb Eggert? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Caleb Eggert is listed as Senior Loan Officer at Synergy One Lending, Inc. NMLS #1907235, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at dkmortgage.com, phone signal with area code 207, and a matched LinkedIn profile for Caleb Eggert.
Caleb Eggert previously worked as Loan Officer at Amerant Mortgage and Loan Officer at New American Funding. Caleb Eggert holds Bachelor Of Arts - Ba, Business Administration And Management, General from Gordon College.
Company email context
Email format at Synergy One Lending, Inc. NMLS #1907235
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{first}.{last}@dkmortgage.com
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AeroLeads found 1 current-domain work email signal for Caleb Eggert. Compare company email patterns before reaching out.
Profile bio
About Caleb Eggert
Caleb Eggert, a dedicated loan officer, has closed more than $200 million in loans between his personal and team production. This has led to his recognition as a top performer by publications like Boston Agent Magazine, which recently featured him in their 2024 Who’s Who of Boston Real Estate.Caleb originally pursued a career in financial planning, fueled by his desire to assist individuals in achieving their financial objectives. However, the challenges of 2020 led him to pivot toward mortgage lending, recognizing the opportunity to continue aiding clients in their financial endeavors, particularly in the significant decision of homeownership.He is known for his commitment to understanding and meeting his clients’ unique needs and goals. His extensive expertise allows him to navigate complex scenarios with ease, ensuring that clients feel supported and empowered throughout the mortgage process.Caleb graduated from Gordon College with a B.A. in Economics and lives in Ipswich, Massachusetts with his wife, Emily. They spend their winters skiing in New Hampshire and Maine, and their summers enjoying the closest beach.Don’t hesitate to contact Caleb with any questions you have about purchasing or financing a home. He welcomes the opportunity to put his years of mortgage and financial experience to work for you.
Listed skills include Leadership, Reliability, Customer Service, Interpersonal Skills, and 11 others.
Current workplace
Caleb Eggert's current company
Company context helps verify the profile and gives searchers a useful next step.
Synergy One Lending, Inc. Nmls #1907235
AeroLeads page
10 roles
Caleb Eggert work experience
A career timeline built from the work history available for this profile.
Loan Officer
Current
Apr 2024 - Present
Loan Officer
Feb 2024 - Mar 2024
Loan Officer
Dec 2021 - Feb 2024
Processing Coordinator
Nov 2020 - Sep 2022
Processing Assistant
Sep 2020 - Oct 2020
Personal Banker
- Services customers with existing accounts, accurately providing every type of transaction support, and handling dispute resolution or inquiries about policies and procedures
- Completes all facets of branch operations, including opening/closing the branch, balancing and transmitting transactions, updating customer information, and sending wire transfers
- Collects client documentation to assist in the updating and maintenance of AML and KYC records
- Promotes and provides details of new products and services, from loans to mobile solutions
- Identifies the unmet needs of existing and potential customers and recommends appropriate solutions
Jun 2019 - Sep 2020
Wealth Management Intern
- Assisted lead analyst in the creation of retirement plan provisions and quarterly performance reports for large institutional clients with $100M+ in assets
- Developed the team’s proprietary investment fund selection process, which emphasized the analytical comparison of risks and returns for certain mutual funds to their appropriate indices over a given time period
- Performed market research of mutual fund performance through Morningstar, gaining exposure to hedging strategies first-hand within the variety of funds examined
- Gained a professional-level knowledge of Excel, PowerPoint, and various other programs employed by the firm
Jan 2019 - May 2019
Financial Services Specialist
- Used analytical and problem-solving skills on a daily basis to satisfy unique customer needs
- Worked alongside senior bankers to establish credibility with clients, remembering the names of 50+ regulars and proactively creating a friendly rapport
- Strengthened knowledge of retail and commercial deposit products and services
May 2018 - Jan 2019
Financial Services Intern
- Assessed students’ financial challenges and offered up tailored solutions based on systemic procedures and personal knowledge of student loans
- Sorted, organized, and maintained office records accurately
- Coordinated meetings between students and their financial advisor
- Always communicated with students in a timely and professional manner
Jan 2018 - Dec 2018
1 education record
Caleb Eggert education
FAQ
Frequently asked questions about Caleb Eggert
Quick answers generated from the profile data available on this page.
What company does Caleb Eggert work for?
Caleb Eggert works for Synergy One Lending, Inc. NMLS #1907235.
What is Caleb Eggert's role at Synergy One Lending, Inc. NMLS #1907235?
Caleb Eggert is listed as Senior Loan Officer at Synergy One Lending, Inc. NMLS #1907235.
What is Caleb Eggert's email address?
AeroLeads has found 1 work email signal at @dkmortgage.com for Caleb Eggert at Synergy One Lending, Inc. NMLS #1907235.
What is Caleb Eggert's phone number?
AeroLeads has found 1 phone signal(s) with area code 207 for Caleb Eggert at Synergy One Lending, Inc. NMLS #1907235.
Where is Caleb Eggert based?
Caleb Eggert is based in Greater Boston, United States, United States while working with Synergy One Lending, Inc. NMLS #1907235.
What companies has Caleb Eggert worked for?
Caleb Eggert has worked for Synergy One Lending, Inc. Nmls #1907235, Amerant Mortgage, New American Funding, Draper And Kramer Mortgage Corp., and North Shore Bank, A Co-Operative Bank.
How can I contact Caleb Eggert?
You can use AeroLeads to view verified contact signals for Caleb Eggert at Synergy One Lending, Inc. NMLS #1907235, including work email, phone, and LinkedIn data when available.
What schools did Caleb Eggert attend?
Caleb Eggert holds Bachelor Of Arts - Ba, Business Administration And Management, General from Gordon College.
What skills is Caleb Eggert known for?
Caleb Eggert is listed with skills including Leadership, Reliability, Customer Service, Interpersonal Skills, Public Speaking, Microsoft Office, Team Leadership, and Communication.
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