Dynamic mortgage professional with a proven record of success in serving the affluent market through expert financial analysis and strong relationship management. Recognized for excellence in sales and client service, consistently delivering tailored financing solutions to high-net-worth clients. Core competencies include strategic financial planning and exceptional client engagement.
Mortgage originator focused on affluent segment
Work closely with financial planners to structure their clients' mortgage needs.
Worked with luxury real estate firms to provide financing for affluent clients and their families.
Provided builder developer services for new construction subdivisions, consulting on condominium project approval, as well as structuring forward commitments and financing incentive programs.
In depth knowledge of complex transactions for self employed of asset based borrowers.