Karen brings with her over 29 years of lending experience and has worked for some of the top lenders in the country being Mellon Bank, Washington Mutual, Wells Fargo and Citizens Bank. She has mainly worked on a National level lending to affluent individuals who hold some of the highest positions for several of the largest corporations worldwide.
Over the years Karen developed strong working relationships with Financial Planners, CPA’s, Attorney’s and Realtors for the purpose of generating new client business. She maintained those relationships over the course of her career as well as having repeat clients or referrals from previous relationships year after year.
Karen’s specialty is Jumbo lending doing mainly Portfolio Loans. She is also very knowledgeable with FNMA, FHA, HARP and Non-Jumbo loans. Karen is bringing her “Big Ticket” loan expertise to the SBA division. She will be assisting the CFO, on all Million plus dollar and above transactions.
Karen also achieved President’s Club many years in a row by exceeding her annual loan goals and has closed approximately $600,000,000+ in her 29 year career as a Loan Consultant.
Karen enjoys traveling through Europe, the beach and party planning. You are sure to find her creating playlists on her IPod to get the party started and everyone up and dancing.