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My Background

Your Trusted Mortgage Broker

I have been serving the real estate and financing needs of Californians since 2005, so I have the knowledge and expertise to help you make the best decisions when it comes to mortgages. If you’d like to learn more about me, how I started out, and the various clients I’ve worked with throughout the years, check out my resume below.

Loan Processor, First Rate Financial Group

July 2000 - July 2005

When I was a loan processor, I was the person responsible for submitting your mortgage documents to the underwriter for final approval. There is a lot of paperwork that is associated with loans and I was the one double-checking all of it. Needless to say I know how to make your 'financial story' sound good (and get you approved).

Loan Officer, First Rate Financial Group

August 2005 - October 2008

As a loan officer, I evaluate, authorize, and/or recommend the approval of loan applications for people and businesses. Having had this position for so long (2005 up to the present), I can tell you with 100% confidence that I know my loans, and I can guide you to the right one for you.

Certified Mortgage Advisor & Loan Officer, First Rate Financial Group

September 2008 - Present

Today, I work as a CMA and Loan Officer, which means on top of evaluating, authorizing and recommending loans, I advise my clients on how to use mortgage debt to build sustainable, lifelong wealth (through means such as: mortgage backed securities, treasuries, and bonds).

My Experience: My Experience
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