Sr. Mortgage Planner / Executive Vice President
Portland, Oregon Area
- Current
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- Sr. Mortgage Planner at Mortgage Freedom & Financial Services, Inc.
- Past
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- Client Relationship Management at Service
- Sales and Marketing Representative at Coventry Health Care
- Education
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- Chapman University
- Recommended
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8 people have recommended Joshua - Connections
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91
connections
- Industry
- Financial Services
- Websites
Joshua Tomeoni’s Summary
Mortgage Planner with extensive experience in both home financing and financial planning. My goal is to help people fit their mortgage in with their overall financial plan. Unlike traditional loan officers, I am a Mortgage Planner. I have found that most people in the mortgage industry treat home loans as simply a commodity. This is a huge mistake for the biggest financial decision most people will ever make!
A mortgage can cost you thousands of dollars if done wrong and save you tens of thousands if done right.
My goals are to be personable and educate my clients on what Mortgage Planning truly is and help them save the most money when buying or refinancing their home. I do this by creating a unique mortgage plan for every client and help show them how to escape hidden fees and charges.
Joshua Tomeoni’s Specialties:
Mortgage Planning, 10-10-10-70 Rule, Home Purchasing, Home Refinancing, Reverse Mortgages, Up Front Costs only- No Hidden Fees!
Joshua Tomeoni’s Experience
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Sr. Mortgage Planner
Mortgage Freedom & Financial Services, Inc.
(Financial Services industry)
October 2006 — Present (3 years 3 months)
"The largest and most important financial decision you will ever make should be treated with care and concern"
What is Mortgage Planning?
Far too often, home loans are treated as simply a commodity. Unlike traditional loan officers, we show you the power of leveraging a mortgage to your advantage. We incorporate our 10-10-10-70 Plan in to every mortgage and show all of our fees up front, unlike 95% of the industry.
Please ask me for more details. -
Client Relationship Management
Service
(Privately Held; 501-1000 employees; Logistics and Supply Chain industry)
2006 — 2006 (less than a year)
In charge of client relationship, maintenance, and servicing. Advisor between clients, customers, and third party resources. Multiple clientelle, but primary client was Energizer Holdings.
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Sales and Marketing Representative
Coventry Health Care
(Public Company; 10,001 or more employees; CVH; Insurance industry)
2005 — 2005 (less than a year)
Helped companies acquire sufficient Workers' Comp and Medicare set asides for employees. Strengthened sales team and improved amount and quality of sales with clients.
Joshua Tomeoni’s Education
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Chapman University
Bachelor of Arts , Communication, Legal Studies, English
Received First Place in Terri Brint Joseph Creative Writing Contest for Poetry, National Dean's List, Received Two Annual Ludie and David C. Henley Social Sciences Awards, Chapman University Provost's List, Graduated Cum Laude, Dual Theses: "Postmodern Narrative: The Rational Expansion of Language Through Narrative” and “The Effects of Christian-based morality laws on the United States".
- Activities and Societies:
- Phi Alpha Delta, Crosswalk, Lambda Pi Eta, Pi Sigma Alpha, Chapman Bible Study, Junior High & High School Ministry Intern, Internship with Orange County Probation Department, Academic Coach.
Additional Information
Joshua Tomeoni’s Websites:
Joshua Tomeoni’s Groups:
National Association of Insurance and Financial Advisors, National Association of Mortgage Brokers, Christian Chamber of Commerce, Oregon Association of Mortgage Professionals, Tualatin Chamber of Commerce, Young Advisors Team, Mortgage Planner University
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Christian Chamber of Commerce of the Northwest -
National Association of Insurance and Financial Advisors -
YAT: NAIFA's Young Advisors Team
Joshua Tomeoni’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
