Vice President / California
Kelly has more than 20 years of experience in the mortgage industry. In the past four years alone, Kelly has closed over $400 million dollars in loans ranking in the Top 125 Scotsman Guide in the nation for 2012-2016. Her industry experience and vast knowledge has been featured in the Santa Barbara News-Press, the trade journal Origination News, and other publications. Additionally, Kelly regularly facilitates seminars for real estate professionals.
Born and raised in the community of Santa Barbara which she now serves, Kelly is committed to helping her clients navigate the most complex financial transaction, a home mortgage. Kelly believes clients are clients for life and continues to nurture relationships beyond the closing of the loan. Her clients are referred from a network of local businesses, including financial planners, accountants, real estate agents, and satisfied past clients. Kelly strongly believes in the power of face-to-face client meetings and with this has developed her own system to originate a loan from start to finish.
Kelly leads a team of highly skilled and experienced support staff and loan originators. Kelly meets weekly with her team to thoroughly review their current pipeline and to improve and streamline their systems. The systems Kelly has implemented in her business have led to some of the best and brightest to come work with Kelly. She believes anything is possible with the right people on her team.