Lisa Zemanski

Past

Wells Fargo Private Mortgage Banker at Wells Fargo Private Mortgage Bankers
Area Sales Manager at Chase Home Mortgage
Sr. Loan Officer at Wachovia

Manager at Polaris Financial Services (Sole Proprietorship)
Home Finance Consultant at Countrywide Mortgage

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2 more...

Education

Knopman Financial Training
Miss Wades Fashion Merchandising

Recommended

9 people have recommended Lisa

Connections

255 connections

Industry

Financial Services

Websites

Lisa Zemanski’s Summary

I'm a Private Mortgage Banker at Wells Fargo and have close to 12 years experience, concentrating on and not limited to:
* Assisting affluent clients with sound home financing solutions that enables them to leverage their assets and complement their wealth management goals.
* I am able to provide my clients with exceptional portfolio products that only Wells can offer that can accomodate wealth clients.
* Clients will have the ability to have the special treatment they deserve by building a realtionship with me as their only point of contact as I continue to process and underwrite their file to a quick close.
* I enjoy building relationships with other investments firms because I will take care of their clients and insure a good experience that will only reflect in a positive way that they wanted the best for their clients. My referring partners will have the peace of mind knowing that their clients information will never be solicited within the Wells family, it will always remain with me.
* I build relationships with Builders to assist them with their Construction to Perm loan which impacts the client's overall experience. It will also assist the builder to use less of their line of credit which can decrease their operating capital and earn them a quicker payout of profit.
* I also work with a few select realtors that can only benefit from Wells Portfolio Products and shares the same passion for customer service as we do.

My relationships and my customers mean a great deal to me so I take a lot of pride in delivering the best customer service, set reasonable expectations and a happy experience. This is why my customers refer me to their friends and family and I have been able to retain their business.

Lisa Zemanski’s Specialties:

* Experienced in providing home financing to sophisticated clientele in all 50 states.
* Demonstrated verbal and written communication skills with the ability to explain programs, loan terms, features, policies and benefits to customers and business partners
* Demonstrated knowledge of the mortgage industry and loan structuring
* Originates loans in all 50 states, from 250,000 to the multimillions.
* Ability to underwrite and decision loans from the basic to the complex

Lisa Zemanski’s Experience

Wells Fargo Private Mortgage Banker

Wells Fargo Private Mortgage Bankers

(Public Company; WFC; Banking industry)

September 2008 — November 2009 (1 year 3 months)

As a Private Mortgage Banker this enables me to assist the affluent clients with their mortgage that will help them leverage their assets and complement their wealth management goals by providing them sound home financig solutions.
Area Sales Manager

Chase Home Mortgage

(Public Company; 10,001 or more employees; Banking industry)

October 2006 — September 2008 (2 years )
Sr. Loan Officer

Wachovia

(Public Company; 10,001 or more employees; WB; Financial Services industry)

October 2005 — October 2006 (1 year 1 month)
Manager
Polaris Financial Services (Sole Proprietorship)

(Sole Proprietorship; 11-50 employees; Financial Services industry)

December 2004 — October 2005 (11 months)

Ensure total pipeline management

· Ongoing LO recruiting

· Issue Resolution between the lender, processor, loan officers, processor and Third Party services

· Set up individual systems for new loan officers such as credit reporting agency, origination software, login's and passwords

· Ensure LO's are registered with Texas Savings and Loan Department

· Develop Incentive and Recognition Programs for LO team members

· Assit in training new loan officers with origination, creating referral base systems and compliance
Home Finance Consultant

Countrywide Mortgage

(Public Company; 10,001 or more employees; CFC; Financial Services industry)

July 2001 — November 2003 (2 years 5 months)

Originated Prime and Non-Prime loans Purchases and Refinances

· Originated new accounts for Home Equity loans

· Service existing accounts to Portfolio loans

· Maintained high production volume to earn a six figure income

Lisa Zemanski’s Education

Knopman Financial Training

Series 7 , Finance , 2008 — 2008
Miss Wades Fashion Merchandising

1985 — 1989

Additional Information

Lisa Zemanski’s Websites:

Lisa Zemanski’s Interests:

Meeting new Realtors, Builders and Clients to spread the word that Wells Fargo "is Lending Money" and we will get you to closed and funded. I enjoy helping people I partner with to grow their business and asssit their affluent clients with their financing needs, with the best bank, best jumbo portfolio products, 1% less in rate, privacy and we can close in an LLC.