Rick San Vicente Email & Phone Number

Danville, California

As VP, NW Regional Sales Leader, Rick is focused on building a team of highly competent, caring loan officers to serve seniors. Rick supports loan officers according to the way they run their business, whether it’s direct to consumer or through referral sources, such as through the real estate and financial communities.* Demonstrates servant mentality style of leadership* Known for unconditional team support* Builds salesperson’s business according to their strengths and… Show more As VP, NW Regional Sales Leader, Rick is focused on building a team of highly competent, caring loan officers to serve seniors. Rick supports loan officers according to the way they run their business, whether it’s direct to consumer or through referral sources, such as through the real estate and financial communities.* Demonstrates servant mentality style of leadership* Known for unconditional team support* Builds salesperson’s business according to their strengths and goals* Provides mentorship and guidance without micro-managementRichard San Vicente, NMLS ID 647335, 2603 Camino Ramon, Suite 200, San Ramon, CA 94583. Synergy One Lending Inc. d/b/a Retirement Funding Solutions NMLS 1025894, NMLS 1025894, Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act – California License 4131356. These Materials are Not From, and Were Not Approved By, HUD or FHA. www.nmlsconsumeraccess.org. See posted document for full disclosures. Show less

Danville, Ca

*#1 Top Performing Area Sales Manager of the Year 2012-2014* Recruited and built teams from zero salespersons to top performing region in the country* Demonstrates servant mentality style of leadership* Known for unconditional team support* Builds salesperson’s business according to their strengths and goals* Provides mentorship and guidance without micro-management

• Member of the 2009 & 2010 President’s Club for superior sales performance.• Always Top 10-20% Producer• Only Reverse Mortgage Loan Officer to be awarded Bank of America Regional Volunteer of the Year.• Responsible for generating reverse mortgages from assigned Banking Centers, one Mortgage Loan Office and self-sourcing activities in the community.• Self-source activities include: Teaching adult education classes, networking, and community involvement (e.g. Board of Directors… Show more • Member of the 2009 & 2010 President’s Club for superior sales performance.• Always Top 10-20% Producer• Only Reverse Mortgage Loan Officer to be awarded Bank of America Regional Volunteer of the Year.• Responsible for generating reverse mortgages from assigned Banking Centers, one Mortgage Loan Office and self-sourcing activities in the community.• Self-source activities include: Teaching adult education classes, networking, and community involvement (e.g. Board of Directors for Meals on Wheels of Contra Costa County) Show less

• Top 20% Producer• Responsible for generating reverse mortgages in Northern California, through individual sales and recruitment of Reverse Mortgage Specialists.• Activities include: Teaching adult education, conducting individual seminars, networking, community involvement, advertising and serving the senior population.

Mba, Finance & Marketing

Bachelors, Economics

Activities and Societies: Theta Chi Fraternity, Lightweight Crew