NMLS: 1104056 / 2120421 / 1850
Licensed In: OR/WA/AZ
Loan Coordinator: Jordan Robertson
Motto: "Do not be afraid to ask the question"
Professionally, my experience ranges from working with small credit unions, and big banks to mortgage lenders. I’ve worked in retail banking since 2000 in consumer lending (auto, boats, home equity) but mortgages always intrigued me. At the time, real estate was something that I had personally invested in but I really wanted to learn more about the lending process. When the opportunity presented itself I started a position with a lender and worked my way into becoming a Loan Officer. My background has always been focused on customer service. Being able to help people and combine my love of real estate, problem solving, and working with numbers is truly the perfect combination.
Why Options Financial Residential Mortgage?
Options Financial takes an approach to lending that is so much more than a transaction. Being able to give clients tools and see the bigger picture; to look beyond what is in front of them is so valuable. The collaborative team environment that helps every one succeed is truly a breath of fresh air.
What would you say is the most fulfilling part of what you do?
I enjoy getting to know clients along with their dreams and goals. Whether there goals are short or long-term, I love being able to watch those dreams come to life.
How would you describe the role of education in the process?
Client education is a key factor in making informed decisions that empower clients. It’s important to make sure my clients know the terminology, what it means, and there impacts. I make a point to slow down, explain the ins and outs, and the whys behind their questions, so they gain more confidence in the home buying process.
Why Should A Potential Client Feel Confident Selecting You as Their Loan Officer?
I’ve lived in Oregon most of my life and have a good handle on real estate trends for this area of the country. My years of experience combined with my personal and professional passions is why my clients come back to me year after year and recommend me to others.
When you’re not working, what are some of your favorite pastimes?
I enjoy the great outdoors as much as a good shopping day!
Professional and Personal Affiliations or Organizations You’re Involved With:
Central Oregon Association of Realtors