Frank Schiefer
San Diego,CA
Summary
Dynamic Senior Mortgage & Real Estate Consultant with a proven track record at Barrett Financial, excelling in mortgage origination and compliance. Expert in building strong partnerships with homebuilders and realtors, consistently closing over $1.5M monthly while delivering exceptional customer experiences. Adept at pipeline management and team mentorship, driving business growth through strategic relationships.
Overview
20
20
years of professional experience
Work History
Senior Mortgage & Real Estate Consultant
Barrett Financial
San Diego, CA
01.2023 - Current
- Originate residential mortgages for new-construction and resale homes, maintaining 100% regulatory compliance.
- Conduct presentations for realtors and builder partners to educate and increase referral opportunities.
- Maintain a multi-million-dollar loan pipeline while consistently exceeding customer service benchmarks.
Senior Mortgage & Real Estate Consultant
C2 Financial
San Diego, CA
05.2016 - 01.2023
- Built enduring relationships with builders, agents, and clients to generate sustained loan originations.
- Delivered tailored mortgage solutions, ensuring an exceptional buying experience and on-time closings.
Senior Mortgage Consultant
HomePlus Mortgage
San Diego, CA
12.2015 - 05.2016
- Marketed to new-home buyers and refinance clients through digital campaigns and agent partnerships.
- Guided clients from application through funding, maintaining five-star service ratings.
Account Executive
Weslend Financial
Southern CA
12.2013 - 12.2015
- Managed a $6M pipeline despite highly competitive rates, earning repeat business through superior service.
- Trained new loan officers and brokers on structuring loans to meet diverse borrower needs.
Senior Mortgage & Real Estate Consultant
KB Homes / Nationstar Mortgage
San Diego, CA
02.2013 - 12.2013
- Partnered with KB Homes sales teams to manage a $16M+ pipeline across multiple communities.
- Re-qualified 100+ buyers as market prices shifted, helping agents close complex transactions.
Senior Mortgage & Real Estate Consultant
Peoples Home Equity
San Diego, CA
10.2005 - 08.2008
- Consistently closed $3M+ monthly in new-construction financing across multiple developments.
- Collaborated with builders on pricing strategies to maximize sales and loan eligibility.
Education
Coursework in Business Finance -
DeVry University
Coursework in Business Administration & Finance -
San Diego State University
Skills
- Homebuilder & Realtor Partnerships
- Customer Experience Excellence
- Mortgage Origination & Compliance
- Sales Leadership
- Pipeline & Territory Management
- Business Development
- Team Training & Mentorship
Licenses
#01391059, #160015
Timeline
Senior Mortgage & Real Estate Consultant
Barrett Financial
01.2023 - Current
Senior Mortgage & Real Estate Consultant
C2 Financial
05.2016 - 01.2023
Senior Mortgage Consultant
HomePlus Mortgage
12.2015 - 05.2016
Account Executive
Weslend Financial
12.2013 - 12.2015
Senior Mortgage & Real Estate Consultant
KB Homes / Nationstar Mortgage
02.2013 - 12.2013
Senior Mortgage & Real Estate Consultant
Peoples Home Equity
10.2005 - 08.2008
Coursework in Business Finance -
DeVry University
Coursework in Business Administration & Finance -
San Diego State University