Our mortgage loan 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 for mortgage.
- Post closing client relations and assistance after closing the loan.