
Mortgage Banker at Chicago Bancorp
Greater Chicago Area

Mortgage Banker at Chicago Bancorp
Greater Chicago Area
Financial Consulting, Mortgages, Actuarial, Divorce Financial Consulting.
(Financial Services industry)
June 2009 — Present (6 months)
As a Certified Mortgage Planning Specialist and Actuary, Jim helps his clients successfully manage their home equity to increase liquidity, safety, rate of return, and tax deductions. Unlike a traditional loan officer, his role as your trusted financial advisor and mortgage banker is to help integrate the loan that you select into your overall long and short-term financial and investment plan to help minimize taxes, improve cash flow and minimize interest expense.
Jim’s expertise and experience is teamed up with Chicago Bancorp, the largest privately held mortgage bank in Chicagoland. Chicago Bancorp offers a variety of superior financing programs for his clients in a professional atmosphere. His team controls the entire mortgage process which allows his loans to be quickly processed, approved and closed.
(Financial Services industry)
February 2000 — Present (9 years 10 months)
Our goal is to provide valuable financial solutions specializing in our unique wholelistic approach in our Comprehensive Financial Development Solutions.
This unique approach analysis asset optimization, risk mitigation, debt and credit management with our financial and actuarial background.
We assist our clients in identifying financial strengths, weaknesses and opportunities and the help them design a clear path of success for the future.
We also assist individuals and couples considering or going through a divorce in our Comprehensive Financial Development Solutions system.