Jacob Serrano

Experience

I started my professional career in personal finance and lending. I worked closely with clients to build programs that were best suited for their financial needs. After graduating from college I moved to Portland to start my career with a startup company. Specifically, I helped consumers who were struggling with debt work towards becoming debt-free, or obtaining a loan to help expedite the process. This meant dealing with a vast array of consumers with different backgrounds to achieve their financial goals.

Why Options Financial Residential Mortgage?

I chose Options to be a part of a very experienced team that has a clear vision for their future. The team is committed to empowering their clients and fully educating them about the mortgage process.

What would you say is the most fulfilling part of what you do?

I really enjoy understanding our client’s situations and just getting to know them in general. Also, it’s very rewarding to be able to help people actualize their long-term goals.

How would you describe the role of education in the process?

Many consumers are in the dark about the options available to them. If we can inform and educate our clients, then we can give them the proper tools they need to move forward.

When you’re not working, what are some of your favorite pastimes?

I enjoy getting outside of the city, going on hikes, and taking my dog out on walks. I’m also a big Chicago Bears/Bulls/Cubs fan, so I try to catch as many games as possible.