RCS-D Directory™ | Real Estate Collaboration Specialist - Divorce™
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Todd Schwartz
RCS-D™ | Vice President of Mortgage Lending | NMLS # 789865 Mutual of Omaha MortgageBiography
Chicago, IL
Notes
Todd has always been involved in finance and financial decision making. Todd headed east to attend New York University’s Stern School of Business. After graduation, Todd spent 13 years as an options trader and member of the Chicago Board Options Exchange.
Todd gave up floor trading to be closer to home and found a passion of helping people through financial planning and employee benefits. After 2 years with a local Financial Planning firm, Todd set his sight on a venture to run his own mortgage practice utilizing his skill sets in planning and his knowledge of financial wellness strategies. Through this ever changing market, Todd has managed to run a successful mortgage practice focusing on a consultative approach by taking the extra time needed for each client’s success. This approach, however, hasn’t stopped Todd from building a top producing team at Mutual Mortgage. His success comes from tremendous product awareness, great partnerships with his referral sources, and having his clients go through his mortgage planning process. He has received Executive Club membership status every year since the award’s inception at the company.
Todd is known as probably the most financially cross trained loan officer in Chicagoland. He has working knowledge of banking, insurance (all kinds) and of course mortgage lending. Todd is also unique in that he has the only divorce lending designation in the industry (CDLP) and separately has been trained by Prof Kelly Murray J.D. (an expert in law as it it relates to divorce, housing and mortgage) through her RCS-D program. Because of Todd’s diverse background in financial services, he has taken on the role as organizer for the company of financial wellness initiatives and community outreach. He regularly speaks on planning and mortgage topics. He also helped organize various affinity programs at the company. To that end, please ask Todd about Mutual Mortgage’s mortgage financial wellness programs and discounts for businesses and organizations. He is licensed all over the country.
Outside of work, Todd loves spending time with his the kids (20 year old triplets) and their activities. The family enjoys regular trips to Florida and Door County, Wisconsin.