Paul D. Lundholm Email & Phone Number

United States

New York City Metropolitan Area

I have access to some of the industry's best tools and products which will allow me to help a wide variety of people looking to purchase a home, looking to refinance to reduce payments, looking to take out cash for renovations or debt consolidation, and much much more.The ‘best in class’ for all mortgage and home financing needs backed by 50+ years of industry experience.• Performs direct sales of wholesale mortgage products for the fastest-growing and largest NY broker.• Provides… Show more I have access to some of the industry's best tools and products which will allow me to help a wide variety of people looking to purchase a home, looking to refinance to reduce payments, looking to take out cash for renovations or debt consolidation, and much much more.The ‘best in class’ for all mortgage and home financing needs backed by 50+ years of industry experience.• Performs direct sales of wholesale mortgage products for the fastest-growing and largest NY broker.• Provides strategy and counsel to mortgage applicants by best matching their financial needs with the wide variety of services available through the 50+ partner lenders contracted with Quintessential.• Expands the breadth of people able to secure loans through deep knowledge of portfolio of services.• Specializes in Non-QM’s (Qualified Mortgages) which are the best loan programs for the self-employed.• Hosts and leads networking groups and “Lunch ‘n Learns” to create and deepen relationships.• Educates, trains, and mentors other brokers on an array of products and pinpointing the best options. Show less

New York City Metropolitan Area

Nation's #1 distributed retail mortgage lender with 7K+ employees and 700+ branches across the 50 states. • Self-sourced, developed, and maintained my client relationships within new Manhattan territory.• Grew professional referral network within a “low inventory / high rates” environment.• Delegated team responsibilities and prioritized tasks to meet strict deadlines for multiple files.• Developed knowledge of Federal and state regulations and guidelines as well as 3rd party… Show more Nation's #1 distributed retail mortgage lender with 7K+ employees and 700+ branches across the 50 states. • Self-sourced, developed, and maintained my client relationships within new Manhattan territory.• Grew professional referral network within a “low inventory / high rates” environment.• Delegated team responsibilities and prioritized tasks to meet strict deadlines for multiple files.• Developed knowledge of Federal and state regulations and guidelines as well as 3rd party products. Show less

Greater New York City Area

Wells Fargo is committed to serving homebuyers with complex income or asset management situations. • Sold a portfolio of financial products and loan types including FHA, VA, Agency, and Jumbo (refinance).• Specialized in sourcing high-net-worth individuals (HNWI’s) leads and servicing their financial needs.• Led team in sales volume by closing $25-40MM annually and averaging $600k per loan.• Grew book of business through relationships with real estate agents, attorneys, and… Show more Wells Fargo is committed to serving homebuyers with complex income or asset management situations. • Sold a portfolio of financial products and loan types including FHA, VA, Agency, and Jumbo (refinance).• Specialized in sourcing high-net-worth individuals (HNWI’s) leads and servicing their financial needs.• Led team in sales volume by closing $25-40MM annually and averaging $600k per loan.• Grew book of business through relationships with real estate agents, attorneys, and title agencies.• Delivered “white glove” service to client portfolio with consistently high levels of customer satisfaction.• Controlled loan production from origination through closing, meeting strict deadlines and compliance Show less

Working with clients to attain home ownership with the best service and options in the mortgage industry.

Residential mortgage lending services so you can purchase or refinance your home.Senior Mortgage Banker (2009-2012)• Secured $25-35MM in annual closings by originating, structuring, and completing mortgage applications.• Led the district in originations and closing volume while maintaining high levels of customer satisfaction.• Managed dozens of files, leads, and sources simultaneously via direct sales at local bank branches. • Networked and coordinated with realtors… Show more Residential mortgage lending services so you can purchase or refinance your home.Senior Mortgage Banker (2009-2012)• Secured $25-35MM in annual closings by originating, structuring, and completing mortgage applications.• Led the district in originations and closing volume while maintaining high levels of customer satisfaction.• Managed dozens of files, leads, and sources simultaneously via direct sales at local bank branches. • Networked and coordinated with realtors, attorneys, and title agents to meet deadlines for loan closings.• Utilized financial and credit analysis, product knowledge, and Agency guidelines for loan selections.• Devised a WOM marketing strategy based on networking to increase sales and solidify partnerships.Loan Officer Associate (2006-2009)• Assisted 3 mortgage bankers – including a top 10 producer in the U.S. – in fully servicing a loan closure.• Directed the end-to-end loan process of: mortgage application, application data input, client document collection, accurate loan packaging, transmission to Loan Processor, coordination with Processor and Assessor, commitment letters or suspensions, all party communication, and then to the Clear to Close. Show less

Nanuet, New York, United States

Neighborhood Hertz locations offer convenient local car rentals with free pickup and drop-off service.• Launched new office and customer base as an expansion into Westchester and Rockland counties.• Established and directed daily operations of new office as an initial staff of 1-person with low resources.• Became a district leader in total average sales of private rentals, corporate accounts, and insurance.• Grew the sales of local private rentals from 1 rental per week to 100’s… Show more Neighborhood Hertz locations offer convenient local car rentals with free pickup and drop-off service.• Launched new office and customer base as an expansion into Westchester and Rockland counties.• Established and directed daily operations of new office as an initial staff of 1-person with low resources.• Became a district leader in total average sales of private rentals, corporate accounts, and insurance.• Grew the sales of local private rentals from 1 rental per week to 100’s of rentals per week.• Signed 10 corporate accounts with brands such as BMW, Mercedes-Benz, and local autobody shops. Show less