Senior Mortgage Advisor -- Guarantee Mortgage
San Francisco Bay Area
Senior Mortgage Advisor -- Guarantee Mortgage
San Francisco Bay Area
Fifteen years of experience in residential financing, focusing on San Francisco Bay Area and Wine Country properties. Offer sensible financing options which fit appropriately into clients' overall financial and retirement plans. Subscribe and adhere to the National Association of Mortgage Brokers Code of Ethics and Best Lending Practices.
TIC financing, bridge financing, second homes, investment properties, condo conversion financing, first-time homebuyers, debt consolidation, refinancing consultation.
(Privately Held; 51-200 employees; Financial Services industry)
October 2007 — Present (2 years 2 months)
Residential financing consultant, focusing on San Francisco Bay Area and Wine Country properties. I secure financing for 1 to 4 units, second homes and investment properties with specialization in TIC purchase and condo conversion refinancing. First-time buyers, bridge financing, debt consolidation.
(Privately Held; 51-200 employees; Financial Services industry)
June 2005 — October 2007 (2 years 5 months)
Residential financing consultant, focusing on San Francisco Bay Area and Wine Country properties. I secure financing for 1 to 4 units, second homes and investment properties with specialization in TIC purchase and condo conversion refinancing. First-time buyers, bridge financing, debt consolidation.
(Privately Held; 51-200 employees; Financial Services industry)
August 1992 — June 2005 (12 years 11 months)
Licensed mortgage broker with clients in San Francissco Bay Area. Residential lending, 1 to 4 units, investment properties, specializing in TIC's and condo conversion financing, bridge financing, first-time buyers and second homes.
(Privately Held; 201-500 employees; Law Practice industry)
May 1989 — June 1992 (3 years 2 months)
Associate Attorney
(Privately Held; 201-500 employees; Law Practice industry)
August 1987 — May 1989 (1 year 10 months)
Associate Attorney.
J.D. , 1984 — 1987
B.A. , Business Administration, emphasis in Finance & Accounting , 1979 — 1983
National Association of Mortgage Brokers, California Association of Mortgage Brokers, San Francisco Association of Realtors
Top Producer (President's Club) every year from 1995 to 2006
Quoted in S.F. Chronical Real Estate Section, "Borrowing in a Tough Market", 9/16/2007