Specialized in providing residential financing options to Wells Fargo Advisors and their high net worth clientele

Developed and maintained successful relationships with business referral sources. Communicated with and advised clients and partners during various stages of the loan process. Provided underwriting with complete and accurate loan applications. Ensured exceptional client experience by overseeing loan process from origination through closing. Utilized training materials, reference tools, and other resources to provide accurate up-to-date loan program/ policy information to clients and partners.

Home Mortgage Consultant originating residential mortgage loans for primary, secondary and residential investment properties. Offering Conventional, FHA, USDA, VA and Jumbo financing options.

Home Mortgage Advisor, licensed to originate home loans for primary, secondary and residential investment properties in MN and the following other states: CA, CO, FL, IA, MI, MO, NE, NV, ND, PA, SD, VA, TX, WA, WI. Familiar with Conventional, FHA (203B and 203K) VA, Non-Conforming (Jumbo) financing platforms.

Home Mortgage Consultant, licensed to originate home loans in AZ, CA, CO, FL, IA, MI, MN, MO, NE, NV, ND, PA, SD, VA, TX, WA, WI. Familiar with conventional, FHA and VA financing platforms.

Home mortgage consultant certified to originate renovation mortgage loans for both FHA 203K and FNMA Homestyle Standard Rehabilitation programs. Originated mortgage loans for Wells Fargo Bank’s Custom Home Construction Loan, the construction-to-permanent home loan program.

Lead residential financing expert for Edward Jones clients and prospects over a four state territory. Managed a loan origination team for this region. Responsible for expanding and enhancing an internal referral network of over 450 Edward Jones Financial Advisors.

Senior private banking home mortgage specialist for the Mid-Atlantic region of the U.S. for UBS employees and clients. Achieved personal underwriting authority for mortgage amounts up to $650,000. Performed marketing presentations for UBS Financial Advisors in the field. Responsible for expanding and enhancing a Financial Advisor referral network of over 600 UBS Financial Advisors.

Provided mortgage banking services exclusively for Bank of America Private and Preferred Banking clients on a nationwide basis.

Orignated home mortgage loans for Norwest (Wells Fargo) customers and also provided home financing options for corporate sponsered relocations.