Bill is licensed as a mortgage loan originator and real estate agent in California. He started working in the real estate and finance industry in 2003 and his experience has taught him that it is critical to take the time to understand a client’s situation and what they want to accomplish. For many people, their goal may be simple and straight forward, such as refinancing to a lower interest rate. For others, their needs are much more complex because they may own multiple properties, be self-employed, and may be dealing with entities such as trusts, LLC’s and corporations, and this is where Bill’s experience separates him from the field. He has extensive experience in handling complex transactions and understands how to coordinate with your financial partners, such as your CPA and financial advisor.
In order to meet client needs, it is essential to have access to a wide variety of real estate finance products and this is one of the key reasons Bill joined South Bay Equity Lending. His experience has taught him that it is very difficult to find one source that can provide access to many different mortgage products and solutions and he found that source at SBEL. Bill has access to conventional, jumbo, reverse, non-QM, asset qualifier, commercial, and more. If you are looking to work with someone that is knowledgeable, professional, and prepared to handle your individual needs, look no further you have found him.