Matt Wakefield

Matt Wakefield Email and Phone Number

Senior Loan Officer | NMLS ID 1057859 | Jumbo Loans | Conventional Loans | VA Loans | First Time Home Buyer | Down Payment Assistance | Residential Mortgages for Purchase or Refinance | FHA | CA @
Matt Wakefield's Location
San Francisco Bay Area, United States, United States
Matt Wakefield's Contact Details

Matt Wakefield personal email

n/a
About Matt Wakefield

I provide my clients, financial planners, divorce attorneys, estate planners, professional real estate investors, buyers agents and builders with personalized one-on-one services, making the mortgage process smooth and stress-free. I believe in working directly with clients and referral partners to build long-lasting relationships, based on respect, loyalty, and trust.✔️Conventional, FHA, VA and USDA loans✔️Renovation loans✔️Simultaneous Second Mortgages✔️Manufactured Home Mortgages✔️Lease-to-Own Home Mortgages✔️Reverse Mortgages✔️Home Equity Lines of Credit✔️Divorce Lending SpecialistI have had the honor of serving my clients, and assisting them in all their financial needs over the last several years. Whether you are a first time investor, looking for retirement income or want a great deal on Finance protection and wealth transfer I am here to help guide you through your options. If you don't know anyone with the knowledge and skills to do both, let's talkNMLS ID 1057859Branch NMLS ID 247766990 New Montgomery St, Suite 1410, San Francisco, CA 94105CMG Mortgage, Inc. dba CMG Home Loans, NMLS ID# 1820 (www.nmlsconsumeraccess.org), is an equal housing lender. CMG Mortgage, Inc. is an equal housing lender. To verify our complete list of state licenses, please visit www.cmgfi.com/corporate/licensing. California - Licensed by the Department of Financial Protection and Innovation (DFPI) under the California Residential Mortgage Lending Act No. 4150025 Arizona - AZ license #1037311 Hawaii - Hawaii Mortgage Loan Originator Company License No. HI-1820. Mortgage Servicer License No. MS068 Washington - Licensed by the Washington Department of Financial Institutions under the Consumer Loan Act No. CL-1820

Matt Wakefield's Current Company Details
PRO Mortgage

Pro Mortgage

Senior Loan Officer | NMLS ID 1057859 | Jumbo Loans | Conventional Loans | VA Loans | First Time Home Buyer | Down Payment Assistance | Residential Mortgages for Purchase or Refinance | FHA | CA
Matt Wakefield Work Experience Details
  • Pro Mortgage
    Senior Mortgage Advisor
    Pro Mortgage Sep 2024 - Present
  • Cmg Financial
    Senior Loan Officer
    Cmg Financial Apr 2023 - Oct 2024
    San Ramon, Ca, Us
    As a Mortgage Loan Officer for Homebridge I estimate creditworthiness by combining information from client interviews and financial documents. I submit loan applications and report on progress as I have a client-oriented focus. As a Mortgage Loan Officer for Homebridge my roles, responsibilities and duties include:• Collect financial information (e.g. taxes, debts)• Evaluate creditworthiness and eligibility for obtaining a mortgage loan• Interview clients • Guide clients through mortgage loan options• Prepare and submit mortgage loan applications• Ensure data are in line with national and local financial rules• Monitor and report on application processes• Inform clients about loan approval or rejection• Help resolve problems with applications• Research new mortgage loan policies • Ensure compliance with privacy laws and confidentiality policies throughout the process• Build a supportive referral network (e.g. with clients, lenders, real estate agents)NMLS ID 1057859
  • Homebridge Financial Services, Inc.
    Home Mortgage Consultant
    Homebridge Financial Services, Inc. May 2022 - Jun 2023
    Iselin, New Jersey, Us
  • Wells Fargo Home Mortgage
    Mortgage Consultant
    Wells Fargo Home Mortgage Feb 2013 - May 2022
    San Francisco, California, Us
  • Northwestern Mutual
    Financial Services Representitive
    Northwestern Mutual Jul 2011 - Feb 2013
    Milwaukee, Wi, Us
  • First Republic Bank
    Banker
    First Republic Bank Sep 2009 - Jun 2010
    San Francisco, Ca, Us
  • Wells Fargo Bank
    Banker
    Wells Fargo Bank Aug 2008 - Sep 2009
    San Francisco, California, Us
  • Sri Mortgage
    Production Manager
    Sri Mortgage Mar 2004 - Aug 2008

Matt Wakefield Skills

Investments Mortgage Lending Wealth Management Retirement Planning Series 63 Mutual Funds Strategic Financial Planning Series 6 Licensed Life Insurance Agent Disability Insurance Long Term Care Insurance Risk Management Group Benefit Plans Key Person Insurance Loans Retirement Iras Securities 401k Fixed Annuities Investment Strategies 401k Rollovers Roth Ira Life Insurance Insurance Investment Advisory Estate Planning Employee Benefits Health Insurance Residential Mortgages Term Life Insurance Financial Services Underwriting Finance

Matt Wakefield Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst

Frequently Asked Questions about Matt Wakefield

What company does Matt Wakefield work for?

Matt Wakefield works for Pro Mortgage

What is Matt Wakefield's role at the current company?

Matt Wakefield's current role is Senior Loan Officer | NMLS ID 1057859 | Jumbo Loans | Conventional Loans | VA Loans | First Time Home Buyer | Down Payment Assistance | Residential Mortgages for Purchase or Refinance | FHA | CA.

What is Matt Wakefield's email address?

Matt Wakefield's email address is ma****@****rgo.com

What schools did Matt Wakefield attend?

Matt Wakefield attended University Of Massachusetts Amherst.

What skills is Matt Wakefield known for?

Matt Wakefield has skills like Investments, Mortgage Lending, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Strategic Financial Planning, Series 6, Licensed Life Insurance Agent, Disability Insurance, Long Term Care Insurance, Risk Management.

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