Personal Mortgage Consultant
Providence, Rhode Island Area
- Current
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- Branch Manager and Personal Mortgage Consultant at The Mortgage Group, Ltd
- Past
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- Personal Mortgage Consultant at Back Bay Mortgage
- Home Loan Consultant at Countrywide Home Loans
- Home Mortgage Consultant at Wells Fargo Home Mortgage
- Loan Officer at Advanced Financial Services
- Education
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- University of Rhode Island
- Universitat de València
- University of Denver
- Narragansett High School
- The Wheeler School
- Recommended
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2 people have recommended Sean - Connections
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88
connections
- Industry
- Financial Services
- Websites
Sean Wheelan’s Summary
As your Personal Mortgage Consultant, and trusted Broker, my goal is to help you navigate the world of Residential financing. I specialize in purchase, refinance, new construction and debt consolidation loans. However, I won't just find you the best rate and terms available, but also help you develop a "Mortgage Plan" that will mesh with your financial goals.
More specifically, I work with clients who are looking for guidance in choosing a mortgage that will align with their immediate and future goals. As your Personal Mortgage Consultant, I analyze my client's current debt, current and potential income and look in to their future to determine how their mortgage will be an intricate part of their TOTAL FINANCIAL WELL BEING.
Sean Wheelan’s Specialties:
I specialize in residential financing; purchases, refinances, debt consolidation and new construction!
Sean Wheelan’s Experience
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Branch Manager and Personal Mortgage Consultant
The Mortgage Group, Ltd
(Privately Held; 51-200 employees; Financial Services industry)
February 2008 — Present (6 months)
I've been in Mortgage Banking/Brokering for 8 years. I specialize in residential home loans; purchases, new construction, refinances and debt consolidation. We're building a great team here with The Mortgage Group, let us prove it to you!
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Personal Mortgage Consultant
Back Bay Mortgage
(Privately Held; 51-200 employees; Financial Services industry)
June 2007 — January 2008 (8 months)
Specialized in the origiantion of residential mortgages as a Mortgage Broker.
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Home Loan Consultant
Countrywide Home Loans
(Public Company; 10,001 or more employees; CFC; Financial Services industry)
October 2006 — June 2007 (9 months)
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Home Mortgage Consultant
Wells Fargo Home Mortgage
(Public Company; 10,001 or more employees; WFC; Banking industry)
August 2005 — October 2006 (1 year 3 months)
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Loan Officer
Advanced Financial Services
(Privately Held; 51-200 employees; Financial Services industry)
2000 — 2005 (5 years)
Sean Wheelan’s Education
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University of Rhode Island
1993 — 1996
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Universitat de València
Cerificate of Foreign Studies, Spanish Language and Culture, 1993 — 1994
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University of Denver
1988 — 1991
- Activities and Societies:
- Alpha Tau Omega
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Narragansett High School
1984 — 1988
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The Wheeler School
High School Diploma, 1983 — 1988
Additional Information
Sean Wheelan’s Websites:
Sean Wheelan’s Interests:
Soccer, travel
Sean Wheelan’s Groups:
LiveWire, Multiple Chambers, Rhubarb, Central RI Chamber, Network at Noon at Camdens, Bickford's Coffee & Conversation, SK Chamber of Comerce, Midnight Riders, Cranston Chamber, Monday Night Networking, RI Hospitality & Tourism Association, GKIC NoBSRI, Brown Forum for Enterprise
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Alpha Tau Omega Fraternity member -
National Association of Mortgage Brokers NAMB member -
Alpha Tau Omega National Fraternity member -
Monday Night Networking member
Sean Wheelan’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
