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Become a VP of Mortgage Lending at Guaranteed Rate

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Take a closer look at the #1 Mortgage platform in the nation. Are you ready to take your mortgage origination career to a whole other realm as a VP of Mortgage Lending?

Take a closer look at the #1 Mortgage platform in the nation. Are you ready to take your mortgage origination career to a whole other realm as a VP of Mortgage Lending?

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Become a VP of Mortgage Lending at Guaranteed Rate Document Transcript

  • 1. VP of Realtor Lending Partner Advantage ProgramJason Oelrich, CPA exclusively byRegional Manager/VP of Mortgage LendingP: 425.526.6793C: 425.281.7049jason.oelrich@guaranteedrate.comwww.JasonOelrich.com1400 112th Ave. SE, Suite 100Bellevue, WA 98004NMLS ID 22095 WA - MLO-22095 - CL-2611
  • 2. Pacific Northwest Region Spectrum of Solutions for Our Vice Presidents of Mortgage Lending We are 100% Committed To Helping You Grow Your Purchase Business The Guaranteed Rate Three-Win Advantage Win # 1 Our CLIENTS receive low rates, the most excellent customer experience, and other wonderful perks, client events and more! Win # 2 Our BUSINESS PARTNERS have unparalleled tools & resources to grow their business, and we never miss a closing date! Experience our awesome Realtor Portal and business-building Event catering options! Win # 3 Our VPS of Mortgage Lending experience 100% performance efficiency with our best practice re-engineered fulfillment process. Experience our Excellent Toolbox Join the # 1 top-producing mortgage team in the nation Highly-competitive compensation packages, including signing bonuses, all-inclusive presidents club trips Outstanding benefits-including matching 401K World Class turn-key Marketing support, including a full time Event staff Proprietary fulfillment model that will empower you to become a referral magnet Overview of Mortgage Products • A full suite of Low Rate loan solutions • Jumbo up to $5 million • Fannie & Freddie Direct • FHA, VA, USDA, Home Path, 203k • Full Suite of Builder, New Construction, and Condo solutions I am currently hiring for the position of Vice President of Mortgage Lending. If you are committed to customer excellence, providing your clients with the most competitive rates and being on a team that rewards top performance, then Guaranteed Rate might be the perfect home for you. If what I have described sounds intriguing to you, I would love to speak with you about the benefits of joining our team to experience this exciting opportunity for yourself! Jason Oelrich America’s Fastest Growing Mortgage Company VP of Mortgage Lending/Regional Manager P: 425.526.6793 C: 425.281.7049 F: 425.526.5674 1400 112th Ave SE, Suite 100 Bellevue, WA 98004 jason.oelrich@guaranteedrate.com www.JasonOelrich.com LO Lic # WA - MLO-22095 - CL-2611 NMLS ID 22095NMLS (Nationwide Mortgage Licensing System) ID 2611 • AZ - Guaranteed Rate, Inc. - 14811 N. Kierland Blvd., Ste. 100, Scottsdale, AZ, 85254 Mortgage Banker License # BK-0907078 • CA - Licensed by the Department of Corporations under California Residential MortgageLending Act Lic #413-0699 • CO - To check the license status of your mortgage loan originator, visit http://www.dora.state.co.us/real-estate/index.htm • CT - Lic #17196 • DE - Lic # 9436 • DC - Lic #MLB 2611 • FL-Lic# MLD618 • GA - Residential Mortgage Licensee #20973 - 3940N. Ravenswood Ave., Chicago, IL 60613 • ID - Guaranteed Rate, Inc. Lic #MBL-5827 • IL - Residential Mortgage Licensee - IDFPR, 122 South Michigan Avenue, Suite 1900, Chicago, Illinois, 60603, 312-793-3000, 3940 N. Ravenswood Ave., Chicago, IL 60613 #MB.0005932 • IN- Lic #11060 & #10332 • IA - Lic #MBK-2005-0132 • KS - Licensed Mortgage Company - Guaranteed Rate, Inc. – License #MC.0001530 • KY - Mortgage Company Lic #MC20335 • LA - Lic #RML2866 • ME - Lic #SLM1302 • MD - Lic #13181 • MA - Guaranteed Rate, Inc. - MortgageLender & Mortgage Broker License MC 2611 • MI - Lic #FR-0016637 & SR-0011899 • MN - Lic #MO 20526478 • MS - Lic # 4453/2009 - 3940 N. Ravenswood Ave., Chicago, IL 60613, Licensed by the Mississippi Department of Banking and Consumer Finance • MO - Lic # 10-1744• NE - Lic #1811 • NV - Lic #3162 & 3161 • NH - Guaranteed Rate, Inc. dba Guaranteed Rate of Delaware, licensed by the New Hampshire Banking Department - Lic # 13931-MB • NM - Lic #01995 • NY - Licensed Mortgage Banker - NYS Banking Department - 3940 N Ravenswood,Chicago, IL 60613 Lic # B500887• NC - Lic #L-109803 • ND - Lic #MB101818 • OH – Lic #MBMB.850069.000 and Lic #SM.501367.000 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • OK - Lic # MB001713 • OR - Lic #ML-3836 - - 3940 N. Ravenswood Ave., Chicago, IL 60613• PA - Licensed by the Pennsylvania Banking Department Lic #20371 • RI – Rhode Island Licensed Lender Lic # 20102682LL, RI – Rhode Island Licensed Loan Broker Lic # 20102681LB• TN - Lic #2958 • TX - Lic #50426 & Lic # 47207 • UT - Lic #7495184- • VT - Lic #LL6100 &MB930 • VA – Guaranteed Rate, Inc. - Licensed by Virginia State Corporation Commission, License # MC-3769 • WA - Lic #CL-2611 • WI - Lic #27394BA & 2611BR • WV – Lic #ML-30469 & MB-30098 • WY – Lic#2247
  • 3. Welcome and thank you for your interest in Guaranteed Rate.Guaranteed Rate is one of the largest and fastest growing independent residential mortgagecompanies in the country. Since our founding eleven years ago, we have grown every year withthe simple idea of providing our originators with the best possible tools and support to growtheir business. Our strategy is focused on recruiting and supporting seasoned loan officers andgiving them the best marketing and technology available to be successful. Our loan officers havean exceptional platform on which to originate loans and are able to offer competitive mortgageproducts at very competitive pricing.Guaranteed Rate is optimally positioned both financially and operationally to rapidly grow marketshare in the coming years solidifying our place as the premier mortgage company in the country.Guaranteed Rate has over 1,600 employees, is licensed in 46 states and originated over $6.9 billionin retail production in 2011. We were named one of the “Best Places to Work in Chicago” by theChicago Tribune and made Crain’s “Fast Fifty” list for the fastest growing companies in the regionfor the fifth year in a row. Our customer surveys consistently have high satisfaction scores above97% month-to-month and our amount of repeat and referral business is growing exponentially.Our business model emphasizes realtor relationships and financing purchase transactions. Someof the attached materials are an example of the creative marketing approaches our loan officersuse to help our realtor partners grow their own purchase business as well as expand the reach ofour brand. We continually invest in technology, operations and training to streamline the entiremortgage process from application to closing. These investments yield higher productivity, fasterclosings and a high rate of referrals particularly from our realtor partners.Please take some time to review the attached materials which give some background on ourcompany and demonstrate Guaranteed Rate’s commitment to providing the optimal mortgageexperience for our business partners and customers. Our team at Guaranteed Rate is completelycommitted to helping you grow your business and excel in your career. Your success is of theutmost importance to us and we will give you the assistance and resources required to achieve yourgoals. Thank you again for your interest in Guaranteed Rate.Sincerely,Victor CiardelliPresident & CEO
  • 4. Victor Ciardelli President and CEOVictor Ciardelli III, CEO and president of Guaranteed Rate is a mortgage banking innovator. In 1992, Victorheaded a traditional mortgage company. Not satisfied with the existing model for mortgage companies,Ciardelli put his ideas for a modern, streamlined operation to the test and founded Guaranteed Rate in Juneof 2000. By offering consumers low rates and fees, and the ability to evaluate the total cost of a home loan,Guaranteed Rate became Chicago’s largest independent mortgage lender within 3 years.With its continued growth, Guaranteed Rate is the fastest growing mortgage company in the country,funding over $6.9 billion in annual volume in 2011. In addition to Guaranteed Rate’s consumer advocateapproach to mortgage banking, its ability to partner with top producing real estate agents nationwide hascontributed to the company’s light speed success in the mortgage industry.Guaranteed Rate has been featured in Crain’s Chicago Magazine’s list of the Largest Privately HeldCompanies three years running and was recognized for having the largest increase in revenue growth for2009---an astounding 80% increase. Guaranteed Rate has also been on the Crain’s Fast Fifty list of the fiftyfastest growing companies in Chicago since the list was first published in 2007. In 2010, the company wasalso named as one of the Top Places to Work in Chicago by the Chicago Tribune Magazine’s annual survey.
  • 5. America’s Fastest Growing Mortgage Company ƒƒ Story Our ƒƒ Testimonials VPOverview Success Stories ƒƒ Awards ƒƒ ƒƒ Marketing Programs Our
  • 6. our story
  • 7. our storyGuaranteed Rate was founded in 2000 and is now one of the largest independent residential mortgagelenders in the nation. Since that time, Guaranteed Rate has continued to experience rapid growth with anincrease in funding volume from $195 million to over $6.9 billion in 2011.The company’s innovative and unique approach to mortgage lending has been the key to its phenomenalsuccess. Taking the best practices from market leaders in other industries and applying them to themortgage business, Guaranteed Rate has instituted innovative systems and technologies that havesignificantly reduced overall operating costs – a savings that is passed on to the consumers by offeringlow rates and fees.The company’s leading edge approach has also produced a much higher level of customer service. Theapplication process has been streamlined and automated so that a customer can apply online and getpre-approved within one hour. Much of the underwriting process has been automated; reducing the totaltime a customer is able to close their loans from months to days.Guaranteed Rate has developed a Realtor® Partner Advantage Program which provides extensive marketingsupport for our agents. The program was based on feedback from the real estate community and includesservices such as virtual tours, quarterly newsletters, catered broker opens, and networking eventsthroughout the year. These marketing tools and materials can be accessed instantly on the Guaranteed RateRealtor® Portal website.
  • 8. growing strong 10 Year Growth...2,604% Loan Volume (Year End)...$7 Billion Our Offices:Our Offices: AZ Scottsdale, Park Ridge, IL Nashua, NHScottsdale, AZ Capitola, CA Ponte Vedra Beach, FL Schaumburg, ILMA Danvers, Matthews, NC Durham, NCAuburn, CA Beach, CA (2Bannockburn, IL Long locations) Skokie,Franklin, MA IL Raleigh, NC Chapel Hill, NCBelmont, Norco, CA CA Buffalo Grove, IL Rockland, MA Goshen, IN Raleigh, NC NC (2 locations) Wilmington,Campbell, CA Diego, CA Chicago, IL (5 locations) San Troy, MI Overland Park, KS Wilmington, NC NC Winston-Salem,Capitola, Conifer, CO CA Downers Grove, IL Beverly, MA Bloomington, MN Matthews, NC RI East Breenwich,Long Beach, CA Washington Depot, CTNaperville, IL (2 locations) Boston, MA Lake, MN Forest Knoxville, TN Concord, NCNorco, CA Waterbury, CT Northbrook, IL Franklin, MA MN Plymouth, McKees TX Dallas, Rocks, PASan Diego, CA Raton, FL Oak Brook, IL Boca Troy, MIPrinceton, MN Frisco, TXUT Midvale,Valencia, Clearwater, FL Palos Hills, IL CA Baxter, Slayton, MN MN Salt LakeVA UT Fairfax, City,Westlake Bannockburn, IL Park Ridge, IL Village, CA St. Louis Park, MN Bloomington, MN Barre, VT South Ogden, UTBoulder, CO Belleville, IL Schaumburg, IL Blaine, St. Paul, MN MN Essex Junction, VT Ludlow, VTDenver, CO Smithton, IL Chicago, IL (4 locations) Chesterfield, MO Forest Lake, MN Rutland, VT VT Woodstock,Washington Depot, CT Columbia, IL South Barrington, IL Plymouth, MN MO Kirkwood, Vancouver, WA Williston, VTWaterbury, CT Dyer, IN Las Vegas, NV Slayton, MN Woodstock,WI Brookfield, VT Mokena, ILBoca Raton, FL Goshen, IN Naperville, IL St. Paul, MN NH Nashua, Hudson, WIClearwater, FL Valparaiso, IN Chapel Hill, NC Northbrook, IL Chesterfield, MOPlantation, FL Boston, MA Durham, NC Oak Brook, IL Las Vegas, NV
  • 9. in the news Guaranteed Rate was voted the “Lender of the Year” in Chicago Agent Magazine’s 2010 Agents’ Choice Awards. Being chosen for this honor by the Realtor® community affirms our philosophy that providing the best possible service to our clients and business partners is the defining benchmark for Guaranteed Rate’s success. Guaranteed Rate is proud to have made Chicago Tribune’s list of the Best Places to Work in Chicago and surrounding Chicagoland areas. The results were based on company and employee surveys and powered by Workplace DynamicsTM. 2008 2009 2010 2011 Guaranteed Rate made Inc. 5000’s list of the fastest growing private companies in the United States. Guaranteed Rate made Crain’s List of the Fifty Fastest Growing Companies five years running. This exclusive list highlighted the region’s best and most innovative companies that achieved the highest percentage of growth in the last six years. Guaranteed Rate has made it onto the exclusive Crain’s Chicago Business Magazine’s list of Chicago’s Largest Privately Held Companies. The list is the most comprehensive available and Guaranteed Rate is proud to be alongside an impressive class of Chicago’s top companies. Additionally, Guaranteed Rate was recognized for having the largest increase in revenue growth for 2009–an astounding 80% increase.Voted #1 Mortgage Lender by Chicago Area Realtors®, 2006 Chicago Agent Magazine conducted a survey of 16,000 Realtors® in the city and suburbs of Chicago. The results of the survey showed the people and companies that we were the most respected and admired by Realtors®. Of the 11 categories featured, Guaranteed Rate was voted the “Best Lender” in the Chicagoland area. It is because of these great relationships with Realtors® that we have achieved this award.
  • 10. our advantage ƒƒ In-House Underwriting & Closing ƒƒ Hour Turn Times 24-48Guaranteed Rate ƒƒ Product Offering With Top Lending Institutions Fullis a lender with: ƒƒ Loans & In-House FHA Underwriting FHA ƒƒ FHA/FNMA In-House Condo Approvals ƒƒ Marketing and Business Full Development Support ƒƒ Realtor® Resource Website: guaranteedrate.com/agent
  • 11. vp testimonials
  • 12. testimonials Top Producers who joined Guaranteed RateJulia G. Borst Former Owner of MetroPointeBranch Manager - UT“I joined Guaranteed Rate for one thing and one thing only; the absolute ability to grow my business! Guaranteed Rate empowers meto focus on the things that I do the best, giving me the systems and support to close more loans and create more relationships. Gainingmarket share is my primary focus and there is no question the move to Guaranteed Rate has allowed me to do just that.”Ted Ray Former Owner of Onyx FinancialBranch Manager - CA“We came to Guaranteed Rate because of the potential to be a direct lender that has a solid amount of loan product, cleanand reliable service levels, and fair pricing/compensation for the originator. In a world where mortgage origination is restructuringitself to determine what it will look like in the future, Guaranteed Rate has the best mix of resources for us to adapt to thecurrent mortgage environment.”Chris Knapp Former President of Lakeshore FundingSenior Vice President of Mortgage Lending - IL“Guaranteed Rate’s systems and infrastructure are excellent. It really allows the loan officers to focus on selling and bringing inbusiness. Being a prior owner, I expected certain things on a support level, and all of those have been exceeded.”Joe Antonios Former President and CEO of Metro MortgageSales Manager - CT“Guaranteed Rate has an extremely responsive staff. I was drawn to the company’s business culture, its efficient staff and theirin-house underwriting feature.”Michelle Bobart Former President and CEO of Mobium MortgageBranch Manager - IL“I came to Guaranteed Rate for its consistency in loan volume and strong quality control mechanisms, which ensure solidcorrespondent lending relationships with major banks. Also, having the bandwidth to sell directly to Fannie Mae and Freddie Macgives Guaranteed Rate the combination of key ingredients to continue being a market leader.”
  • 13. success stories
  • 14. success storiesShimmy BraunSenior Vice President of Mortgage Lending “The unique structure of the POD flow has allowed me to take my business to levels I never could have imagined.” Joe Caltabiano Senior Vice President of Mortgage Lending “Guaranteed Rate gave me the ability to go from $25 million to $100 million in two years! I was able to quadruple my business thanks to the extremely efficient POD flow system, always competitive pricing and a marketing department unrivaled by any other mortgage company.”
  • 15. awards
  • 16. 2011 Presidents Club Winners This elite club recognizes its top producers that reach $30 million or more in loan volume.Harinder Johar $203,987,953.00 Jarret Coleman $33,803,674.00Shimmy Braun $196,659,161.00 John Noldan $33,785,089.00Joe Caltabiano $183,378,309.00 Carrie Bertsos $33,614,916.00Ricardo Brasil $110,347,392.00 Don Carroll $33,553,566.00Brian Jessen $100,145,762.00 Domenico Giannone $33,490,890.00Hong Geng $83,167,209.00 Derek Bamonte $33,026,895.00Paul Hirschauer $83,152,024.00 Adam Odonnell $32,928,649.00Steven Siwinski $77,795,514.00 Jeffrey Baker $32,866,545.00Michael Bischof $77,665,555.00 John Kirpanos $32,785,333.00Ben Cohen $75,826,662.00 David Fisher $32,670,573.00Jon Altizer $75,124,118.00 David Polarek $32,397,841.00Li Li $66,939,550.00 Drew Boland $32,129,219.00Daniel Gjeldum $64,109,606.00 Michael Gambatese $30,933,589.00Leslie Struthers $63,817,319.00 Erik Johansson $30,933,520.00Joe Summers $61,118,431.00 Chris Devin $30,695,842.00Sam Sharp $60,619,764.00 Andrew Greenstein $30,247,832.00Christin Luckman $60,050,816.00 Michael Nielsen $30,117,906.00Michelle Bobart $53,448,762.00 Brian Salomon $30,034,689.00Michael Dunsky $52,629,684.00 Jonathan Jerotz $30,007,610.00Matt Tierney $52,558,197.00JD Cortese $51,255,003.00Richard Romano $46,251,493.00Jo Ann Theriault-Fazio $46,085,851.00 We reward our members for achieving thisChristopher Knapp $45,712,510.00 status with an all inclusive, all expenseRandy Ernst $42,549,190.00 paid trip to a 5 Star resort.Jeffrey Slater $42,544,175.00 Previous locations have included:Jamie Simpson $40,792,772.00Leo Neidetcher $40,670,072.00 Playa Del CarmenMark Shippie $40,250,352.00 Dominican RepublicTodd Marguerite $39,923,002.00 Punta CanaJohn Johnson $39,587,306.00 CancunJoel Schaub $39,309,792.00Joseph Antonios $37,368,630.00Doug Smith $34,223,786.00
  • 17. Guaranteed Rate had a record number of Top Originators in the Country!Guaranteed Rate is a licensed mortgage lender in 46 states and closed more than $6.9 billion in 2011. Fromin-house underwriting and closing to the best marketing, technology, and sales support, we pride ourselves onproviding our originators with the best possible tools to support and grow their business. Shimmy Braun Harinder S. Johar Joe Caltabiano Michael Bischof Ricardo Brasil2010 Loan Volume: $225,789,808 2010 Loan Volume: $194,075,182 2010 Loan Volume: $167,235,956 2010 Loan Volume: $134,351,202 2010 Loan Volume: $126,017,1482010 Scotsman Guide Ranking: 4 2010 Scotsman Guide Ranking: 7 2010 Scotsman Guide Ranking: 17 2010 Scotsman Guide Ranking: 28 2010 Scotsman Guide Ranking: 33 Brian Jessen Joe Phalen Jo Ann Theriault-Fazio Steve Siwinski Joe Summers2010 Loan Volume: $106,318,888 2010 Loan Volume: $91,551,722 2010 Loan Volume: $88,079,995 2010 Loan Volume: $80,926,692 2010 Loan Volume: $79,143,9732010 Scotsman Guide Ranking: 49 2010 Scotsman Guide Ranking: 65 2010 Scotsman Guide Ranking: 75 2010 Scotsman Guide Ranking: 89 2010 Scotsman Guide Ranking: 93 Sam Sharp Michael Dunsky Dan Gjeldum J.D. Cortese John Johnson2010 Loan Volume: $74,604,201 2010 Loan Volume: $70,648,838 2010 Loan Volume: $69,150,569 2010 Loan Volume: $65,167,372 2010 Loan Volume: $64,814,8242010 Scotsman Guide Ranking: 108 2010 Scotsman Guide Ranking: 119 2010 Scotsman Guide Ranking: 122 2010 Scotsman Guide Ranking: 138 2010 Scotsman Guide Ranking: 140 J rey Slater Matt Tierney Derek Bamonte Christin Luckman Mark Shippie2010 Loan Volume: $64,207,624 2010 Loan Volume: $61,932,296 2010 Loan Volume: $61,194,858 2010 Loan Volume: $59,014,657 2010 Loan Volume: $58,170,9672010 Scotsman Guide Ranking: 142 2010 Scotsman Guide Ranking: 153 2010 Scotsman Guide Ranking: 157 2010 Scotsman Guide Ranking: 170 2010 Scotsman Guide Ranking: 178
  • 18. our marketingprograms
  • 19. our marketing programs Standard marketing materials are created for each loan officer as soon as they start with Guaranteed Rate, which includes: „ Personal Guaranteed Rate Websitegetting started „ Personalized Weekly Market Update Newsletter „ Moving Announcement Post Card Mailing „ VP Brochure „ Bio Sheet „ Marketing Kit With Custom Realtor Partner Program Material
  • 20. our marketing programs getting started VP Website
  • 21. our marketing programs getting started Weekly E-Newsletter - Market Update Personalized newsletter with current rates and mortgage industry news distributed weekly
  • 22. our marketing programs getting started Moving Announcement
  • 23. our marketing programs getting started VP Bio Sheet
  • 24. our marketing programs We have ongoing database campaigns for staying in front of clients and referral partners:database campaign „ Monthly Postcard Campaigns „ Monthly E-Blast „ Weekly Market Update E-Newsletter
  • 25. our marketing programs database campaigns Monthly Campaigns Customized to your local market
  • 26. our marketing programs database campaigns Monthly Postcard Campaigns Customized to your local market
  • 27. our marketing programs database campaigns Monthly E-Blast Campaigns Realtor
  • 28. our marketing programs database campaigns Monthly E-Blast Campaigns Consumer
  • 29. our marketing programs A comprehensive series of co-branded marketing programs for building realtor® relationships: „ Realtor® Portal: Website Home Page „ Realtor® Portal: Getting Startedrealtor ® portal The Realtor® Portal is a website designed to help agents gain more buyers and sellers with instant online access to our Realtor® Partner agent toolkit Advantage programs, which include: „ Find an Agent „ Loan Status Monitor „ Client Referral Exchange „ Home Loan Analysis Sheets „ Enjoy Newsletter „ Broker Open Catering „ Neighborhood Report „ Virtual Tours „ Co-Branded Custom Prints „ Just Listed/Just Sold Postcards „ Transaction Envelopes
  • 30. our marketing programs realtor® partner advantage program Realtor® Portal Home PageIntroducingRealtor® PortalAgent Toolkit 2.0A marketing resource tohelp grow your business
  • 31. our marketing programs realtor® partner advantage program Listing Sheets
  • 32. our marketing programs realtor® partner advantage program Co-Branded Custom Prints
  • 33. our marketing programs realtor® partner advantage program Co-Branded Custom Prints
  • 34. our marketing programs realtor® partner advantage program Just Listed/Just Sold PostcardsPowered by MLSmailings.com, these customized postcardsinform potential clients of homes that have just entered themarket, or that have just been sold.