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As a Mortgage Loan Officer, Jonathan brings clients a deeper understanding of the home ownership process and how it can be used to build wealth. Once a real estate strategy has been put in place, Jonathan regularly monitors his client’s positions for any improvements.
A seasoned professional, Jonathan will guide his clients through the loan process, and navigate them through the intricacies of what is needed to obtain financing. Being committed to the fiduciary standard Jonathan’s commitment to his clients is to make sure they are positioned to reach their personal or family wealth goal. Jonathan’s in-depth knowledge of residential financing and relationships he has built with real estate teams in his local area ensures that no matter what his clients are looking for he will have the resources to obtain his clients objectives.
Jonathan earned his Bachelor of Business Marketing degree from Vanguard University of Southern California. Further, he holds enough credit hours from California State University, Fullerton to sit for the CPA. While attending California State University, Fullerton he obtained his M.A. in Cultural Anthropology with an emphasis on international business relations. While serving as a specialty lending officer he regularly works with high net worth individuals and physicians. In his last two years he was rewarded with the distinctive honor of the Presidents Club for funding’s and purchase business.