Mark Klein Email & Phone Number

Thousand Oaks, Ca, Us

Thousand Oaks, Ca

We are a high-service, low-cost mortgage banker that specializes in:• Residential - Conventional, Jumbo, FHA, VA, Non-Traditional Income Options• Reverse Mortgages - FHA and Jumbo to 4 Million• Commercial - Units, Income producing, Warehouse, Owner User, Non-Traditional PropertiesI use my background as a CPA to help structure and guide clients through the mortgage process and ensure they have the optimal mortgage at that time.

Westlake Village, California, United States

We are a high service, low cost mortgage banker that specializes in:• Residential - Conventional, Jumbo, FHA, VA, Non Traditional Income Options• Reverse Mortgages - FHA and Jumbo to 4 Million• Commercial - Units, Income producing, Warehouse, Owner User, Non Traditional PropertiesI use my background as a CPA to help structure and guide clients through the mortgage process and ensure they have the optimal mortgage at that time.

Calabasas, California

Skyline Home Loans is in the business of banking and brokering Residential, Reverse and Commercial loans. We have been in business since 1985. We are a full service Mortgage Banker that works directly with Freddie Mac and the top banks. We process, underwrite, draw documents, and fund all in house. I am the Divisional Vice President of our Professionals Network Division. My divisions focus is to support professionals and their clients. We are a 100% referral based business. What makes us stand apart is our affiliation with tax professionals. We have over 200 established relationships with professional service firms (CPA’s and Financial Planners) in Southern California. We have developed a “safe place” for our partners to send their clients loans. Our goal is to ensure we are timely, we do what we promise, we finish what we start and we are sincere and thankful. We are experts working with Financial Professionals and their clients. With our strong financial background we have a unique ability to help with self employed and complex financial and tax situations. Whether you are a self employed complex financial borrower or a first time home buyer we will guide you through the process, keep the process simple as possible, and give you the confidence to know your home financing transaction is being handled professionally and proactively.

Managed a company that originated all loans that are tied to real estate:Residential LoansReverse MortgagesCommercial LoansWe will analyze, make recommendations, provide options so the professional and their client can make informed decisions.We will structure and package all needed loan information including ordering the appraisal, title and escrow and submit to our investors and relationships. We will trouble shoot as needed.We maintain detailed information for our clients and will manage their mortgage

Preperation of Corporate, Partnership and complex individual tax returns.

Los Angeles/Sherman Oaks

Started as Auditor and worked up to Tax Supervisor prior to leaving to smaller local firm.