Rick Robertson

Rick Robertson Email and Phone Number

Branch Manager, CMPS @ Planet Home Lending, LLC
Kirkland, WA, US
Rick Robertson's Location
Bellevue, Washington, United States, United States
Rick Robertson's Contact Details

Rick Robertson work email

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About Rick Robertson

Confident, Respected ExpertiseRick helps families in his community achieve financial freedom, build wealth and experience their life dreams through implementing intelligent, responsible and sustainable mortgage strategies.2016 WAMP Award for Outstanding Loan Originator, Washington State2023 FIVE STAR LEGEND | Mortgage Professional | recognized in FORTUNE Magazine2023 FIVE STAR Mortgage Professional | Seattle Magazine. Winner 2009-2023Rick Robertson is a Certified Mortgage Planning Specialist (CMPS®) and Bellevue & Pacific Northwest Branch Manager for Planet Home Lending of Bellevue Washington. Through mortgage planning, Rick's role is to help his clients make sure that they have leveraged themselves in the best, most conservative model that maximizes wealth creation and maximizes financial security for them & their families.Rick works with clients to weave their mortgage into their overall long and short-term financial goals. This includes assessing their current financial landscape, cash flow analysis, real estate investment analysis, real estate equity management goals, and tax planning strategies.Prior to his career as a mortgage professional, Rick had a successful career spanning finance, sales, marketing, planning and operations in the travel industry as a senior manager at Expedia.com and a variety of leadership positions at United Airlines in management, planning, international operations and customer service.NMLS MLO-120044PLANET HOME LENDING NMLS #17022LICENSED BY THE DFPI UNDER THE CRMLASpecialties: Whose advice are you following?CMPS certification incorporates the skill sets required to effectively integrate a client's mortgage, debt and home equity strategy into their overall financial plan:Core Areas of My Expertise- Financial Market and Interest Rate Analysis- Cash Flow & Debt Analysis- Real Estate Equity Management- Real Estate Investment Planning- Mortgage & Real Estate Taxation Concepts

Rick Robertson's Current Company Details
Planet Home Lending, LLC

Planet Home Lending, Llc

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Branch Manager, CMPS
Kirkland, WA, US
Employees:
1112
Rick Robertson Work Experience Details
  • Planet Home Lending, Llc
    Branch Manager, Cmps
    Planet Home Lending, Llc
    Kirkland, Wa, Us
  • Planet Home Lending, Llc
    Bellevue & Pacific Northwest Branch Manager, Cmps
    Planet Home Lending, Llc Aug 2024 - Present
    Bellevue, Washington, United States
  • Bni Northwest
    Member, Eastside Connection
    Bni Northwest May 2009 - Present
    Bellevue, Wa

Rick Robertson Skills

Mortgage Lending Loan Origination Certified Mortgage Planning Leadership Real Estate Reverse Mortgages Management Investment Properties Finance Loans Customer Service Residential Mortgages Mortgage Marketing Strategic Planning Va Loans Marketing Government Loans Referrals Home Equity Loans Investors Marketing Strategy Cross Functional Team Leadership Fha Financing Marketing Communications Strategic Financial Planning Real Estate Financing Operations Management First Time Home Buyers Mortgage Banking Construction Loans Real Estate Investor Underwriting Customer Experience Management Business Strategy Company Presentations Group Leadership Cross Functional Coordination Usda Instructor Led Training Homepath Jumbo Mortgage Va Mortgage Financial Market And Interest Rate Analysis Cash Flow And Debt Analysis Real Estate Equity Management Real Estate Investment Planning Mortgage And Real Estate Taxation Concepts Communication Skills Trusted Advisor Mortgage Coach

Rick Robertson Education Details

Frequently Asked Questions about Rick Robertson

What company does Rick Robertson work for?

Rick Robertson works for Planet Home Lending, Llc

What is Rick Robertson's role at the current company?

Rick Robertson's current role is Branch Manager, CMPS.

What is Rick Robertson's email address?

Rick Robertson's email address is ro****@****ail.com

What is Rick Robertson's direct phone number?

Rick Robertson's direct phone number is +142527*****

What schools did Rick Robertson attend?

Rick Robertson attended Cmps Institute, University Of Washington.

What are some of Rick Robertson's interests?

Rick Robertson has interest in Children, Cooking, Aviation, Investing, Real Estate, Reading, Finance, Golf, Travel.

What skills is Rick Robertson known for?

Rick Robertson has skills like Mortgage Lending, Loan Origination, Certified Mortgage Planning, Leadership, Real Estate, Reverse Mortgages, Management, Investment Properties, Finance, Loans, Customer Service, Residential Mortgages.

Who are Rick Robertson's colleagues?

Rick Robertson's colleagues are Sara Cotter, Shannon Corr, Daniel Gannon, Karen Artis, Jennifer Barger, Jim Campbell, Mark Borunda.

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