Danny Schaezlein Email & Phone Number

Santa Rosa, Ca, Us

Campbell, California

* Conduct daily team meetings to review current engagements, assign tasks, manage timelines and discuss file issues* Consult with clients to provide financial guidance regarding loan qualifications, loan programs, and benefits of home ownership* Manage a team of loan officers/processor and provide sales, processing, and guideline support to ensure their success* Lead credit committee review on complex loan files. Process and guideline expert for conventional, government, and jumbo loans* Selected to serve as our construction partner’s representative at their open houses of 140+ units. Provided sales support and financial education to prospective clients* Managed loan production (30+ active loans with 15+ closings monthly) of our top producing sales agent. * Pre-underwrite loans to anticipate any credit risks that may arise in the underwriting process* Process files from contract to close. Submit initial loan packages and all loan conditions through Encompass or broker portals* Communicated with clients and stakeholders to provide status updates and facilitate document collection* Calculated qualifying income based on pay stubs, W2s, taxes, and business related documents* Examined credit reports and financial documentation to ensure borrowers met investor requirements and provided guidance for improving credit profiles and qualifications* Reviewed Loan Estimates, Closing Disclosures and Closing Statements with clients to ensure they understood their loan details* Analyzed appraisals, preliminary title reports & contracts to ensure that the assets being purchased met investor guidelines* Coordinated pre-approval meetings, disclosure signings, appraisals, & loan/escrow document sign offs* Built and managed relationships with our partners (e.g. our lenders), external stakeholders (e.g. client referrers, builders, credit reporting agencies), and clients themselvesNMLS #1553477APMC NMLS 1850

Burlingame

San Jose

San Jose, California