Rick Sanchez work email
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Rick Sanchez personal email
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As a seasoned professional in the realm of mortgage brokerage and financial strategy, I am deeply committed to redefining how financial advisors and their clients approach real estate and mortgage solutions. At Wealth LG, we believe in the power of integrating these elements into a comprehensive financial plan, enhancing wealth accumulation and preservation.My passion lies in demystifying the complexities of mortgage processes, making them straightforward and seamless for your clients. By partnering with financial advisors, I aim to align mortgage solutions with clients' broader financial objectives, ensuring each decision supports their overall financial health and long-term goals.At WLG, we're not just about providing loans; we're about forging lasting relationships, offering tailored advice, and being a pivotal part of your team. Our approach is to work collaboratively, understanding each client's unique situation, and crafting mortgage strategies that not only fit their immediate needs but also contribute to their future financial success.I am dedicated to delivering exceptional service, underpinned by a deep understanding of both the mortgage landscape and financial advisory. Let's connect and explore how our strategic mortgage planning can enhance your practice and provide significant value to your clients.
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Co-FounderLeveridge™Los Angeles, Ca, Us -
Co-Founder & Sr. Advisor, Real EstateWealth Lending Group Jan 2024 - PresentCalifornia, United StatesAt WLG, we're more than just mortgage advisors. We're your partners in financial success.- Comprehensive Solutions: Specializing in residential lending and real estate planning.- For Advisors and Clients: Tailoring strategies for business owners, real estate investors, and more.- Strategic Partnerships: We extend proven strategies from major banks to independent advisors.- Strengthening Financial Portfolios: We focus on enriching your client's financial strategies through real estate and mortgage solutions, creating long-term value and stability. -
Co-FounderLeveridge™ May 2024 - PresentSimplifying real estate planning for financial advisors, providing instant insights and automated analysis to help grow client portfolios and boost revenue. -
Sr Loan OfficerC2 Financial Jan 2024 - PresentC2 NMLS #135622 | C2 CA DRE #01821025 | C2 CA DFPI #603L442 | C2 IL #MB.6761815 | C2 IN #64776 | NMLS #941700 | CA DFPI #CA-DFPI941700 | CA DRE #02231006IL #031.0082059 | IN #66193C2 Financial Corporation | NMLS ID #135622 | CA-DRE Lic #01821025 | C2 Licenses - https://www.c2financialcorp.com/docs/C2-State-List.pdf -
Svp Of Mortgage LendingGuaranteed Rate Aug 2021 - Dec 2023Pasadena, California, United StatesAdvise clients on the most cost-effective way to finance real estate, utilizing access to over 50 different lenders and investors. -
Private Mortgage BankerU.S. Bank Nov 2017 - Aug 2021Southern CaliforniaPrimarily partnered with the Private Bank and Commercial Bank Department. Serviced ultra high net-worth individuals and business owners. - Conventional, Jumbo, and Super Jumbo loans- Loans up to $20,000,000+- Lot/Land Loans - Construction to Perm Loans -
Private Mortgage BankerWells Fargo Jun 2012 - Nov 2017Orange County- Dedicated to providing clientele with wealth management strategies in home financing- Serving sophisticated borrowers with complex financial situations- Large loan amounts for primary residences, second homes, vacation homes and investment properties- In-depth local market knowledgeNMLSR ID 941700 -
Branch ManagerSolarmax Technology Feb 2011 - Jul 2012Costa Mesa- Managed, Trained and assisted sales representatives with the purpose of increasing sales goals and building a strong team - Originate Consumer loans in order for clients to finance solar system - Generate and process loan for customer and companies who purchased a solar system.- Assisted sales representatives with the customer renegotiation counter offered loans- Specialized in commercial sales: prepared and presented complex proposals including the financial, technological, and credit aspects of the deal -
Sr. Credit ManagerWells Fargo Financial Jun 2008 - Dec 2010- Consistently among the Region’s top producers (+200 employees). Multiple achievement awards for exceeding sales goals expectations- Originated Real Estate loans and other consumer loan products through prospecting, relationship building and cold/warm calling - Partnered with Personal Bankers in order to increase amount of new bank accounts, cross-sell consumer loans, and further develop relationships with their clients - Conducted presentations at multiple district meetings to share Mortgage sales strategies to increase sales productivity- Analyzed and helped to restructure and improve customer’s financial situations by identifying their needs and originating loans and cross-selling insurance products
Rick Sanchez Skills
Rick Sanchez Education Details
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Law And Society
Frequently Asked Questions about Rick Sanchez
What company does Rick Sanchez work for?
Rick Sanchez works for Leveridge™
What is Rick Sanchez's role at the current company?
Rick Sanchez's current role is Co-Founder.
What is Rick Sanchez's email address?
Rick Sanchez's email address is rj****@****hoo.com
What schools did Rick Sanchez attend?
Rick Sanchez attended University Of California, Riverside.
What skills is Rick Sanchez known for?
Rick Sanchez has skills like Renewable Energy, Mortgage Lending, Financial Analysis, Pricing Negotiation, Problem Solving, Sales Management, Sales, Pricing Strategy, Negotiation, Entrepreneurship, Financial Modeling, Finance.
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3optonline.net, citigroup.com, un.org
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Rick Sanchez
San Antonio, Tx1gmail.com -
Rick Sanchez
Financial Advisor | Retirement Income | Financial Strategies | Retirement | InsuranceMiami, Fl2edwardjones.com, gmail.com -
Rick Sanchez 🪀💚
Founder - Pullup! The Mobile Ev Charging Platform With An Advertising Problem - Lasedyne, Renewables & Technology In Ev Energy - #Saber - #H2Elium - #Jetzero - Xistential Fund (Xl Fund) - Lifelong Audio EngineerSan Francisco Bay Area3techxpertsnc.com, celebritybail.com, kpmg.com
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