Joseph Lee
mortgage loan officer
Joseph Lee
mortgage loan officer
  • Home
  • About Us
  • Financing
    • Purchase
    • Refinance
    • Cash Out
  • Industry Information
    • Programs & Info
    • Self Calculating Tools
    • Helpful Resources
    • Blog and Newsletter
    • Network
  • Languages
    • ESPAÑOL
    • 한국어
  • More
    • Home
    • About Us
    • Financing
      • Purchase
      • Refinance
      • Cash Out
    • Industry Information
      • Programs & Info
      • Self Calculating Tools
      • Helpful Resources
      • Blog and Newsletter
      • Network
    • Languages
      • ESPAÑOL
      • 한국어
  • Home
  • About Us
  • Financing
    • Purchase
    • Refinance
    • Cash Out
  • Industry Information
    • Programs & Info
    • Self Calculating Tools
    • Helpful Resources
    • Blog and Newsletter
    • Network
  • Languages
    • ESPAÑOL
    • 한국어

our TEam

Joseph Lee - CEO / Broker

  • Provide initial consultation and inquire about client objectives.
  • Offer personalized financial solutions (e.g. credit remediation strategies).
  • Nurture homebuyers towards mortgage readiness and loan eligibility.
  • Offer optimal loan options tailored to borrowers and proceed with lenders best suited to secure the loan.

Johanna Lee - Loan Licensed Administrative Executive

  • Analyze loan applications, accessing their viability and risks. 
  • Advise on the appropriate loan structure and alternatives in accordance to clients’ needs and qualifications.
  • Assess financial documents and conduct calculations to make sound lending decisions. 
  • Verify that each step of the process is finalized accurately and in a timely fashion.

Kate Kim - Operations and Quality Control

  •  Receive and manage necessary documents to meet lending company’s guidelines.
  • Communicate with applicants to obtain further information or resolve any inquiries raised by the underwriter. 
  • Correspond with Escrow, Lending Partners, Insurance Companies, and Real Estate Agents.
  • Facilitate/Streamline the loan process to make clients’ life a little easier within their busy schedules

Joshua Lee - Marketing and Creative Director

  • Directs marketing and connects with new prospective clients.
  • Post closing client relations and assistance.


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