Pat Naselow
Green Valley,AZ
Summary
Experienced financial services professional with a proven track record in addressing clients’ diverse financial needs. I maintain a strong understanding of the financial landscape, and am focused on delivering tailored solutions that promote customer satisfaction.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Senior Loan Originator
Lending Arizona
Tucson, AZ
05.2024 - Current
- Met with applicants to obtain information for loan applications and answer questions about mortgage loan options and process.
- Maintain close relationship with clients, realtors and other mortgage professionals to ensure a smooth transaction
- Oversee the entire loan process from application through closing, including the analysis of self-employed clients' federal tax returns.
President
PLN Mortgage Services, Inc.
Bellevue, WA
04.1998 - 12.2018
- Designed detailed business development plans to ensure sustained success.
- Negotiated contracts with vendors, suppliers and other partners.
- Managed all aspects of financial record-keeping for company.
- Trained and supervised loan originators and branch offices, ensuring compliance with federal and state regulations.
Education
Bachelor of Science - Education
Florida State Universtity
TallahasseeSkills
- Documentation review
- Pipeline management
- Loan structuring
- Credit assessment
- Tax return analysis
- Continuing education
Accomplishments
- 2004 - Broker of the Year - Washington Association of Mortgage Brokers; 2005 President - Washington Association of Mortgage Brokers; 2006 Jim Fitzgerald Distinguished Service Award, Five Star Mortgage Professional - 12 years.
Certification
Certified Mortgage Consultant - National Association of Mortgage Brokers
Loan Originator License - Arizona and Washington
Affiliations
As a former Rotarian I have a long history of community service.
Timeline
Senior Loan Originator
Lending Arizona
05.2024 - Current
President
PLN Mortgage Services, Inc.
04.1998 - 12.2018
Bachelor of Science - Education
Florida State Universtity