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Hello,
I'm Heather Simon
Loan Officr Assistant

NMLS#: 739738

Hello, welcome to my page.

With 20 years of experience in Finance, I’ve worked extensively in both residential and commercial lending, specializing in Underwriting, Treasury, and Cash Management. Now, as a Loan Officer Assistant studying to become a Loan Officer, I bring a deep understanding of the lending process to help clients achieve their financial goals. My passion lies in not just guiding people towards ownership but also empowering them to understand the numbers behind their decisions, ensuring long-term financial success. I look forward to building lasting relationships and being a trusted partner in your financial journey.

All-in-One Solution

Our Loan Process...

PRE-APPROVAL

A loan pre-approval sets you up for a smooth home buying experience.

SHOP

Start working with a real estate agent and viewing homes.

LOAN APPLICATION

A few documents are needed to get a loan file through underwriting.

LOAN PROCESSING

Assemble all the necessary paperwork and details for the underwriter.

UNDERWRITING

They closely evaluate all the documentation in the loan package.

CLOSING

Documents are drawn and sent to the title company for closing.

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