Jeremy Lucas
Senior Mortgage Consultant at Willamette Valley Bank- Claim this Profile
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Bio
Experience
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Willamette Valley Bank
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United States
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Banking
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100 - 200 Employee
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Senior Mortgage Consultant
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Mar 2017 - Present
Local Banking. Local Home Loans. Nearly 20 years ago local business owners were not satisfied with the service level they were receiving from their respective banks, so they chose to be the change. Since then, WVBK has grown through customers' demand rather than a need to grow. Over the past several years, Willamette Valley Bank has been acknowledged nationally for our financial strength and performance. We were recognized as the Nation's #1 Community Bank in American Banker's list of Top 200 Community Banks for 2019 and 2020. However, our real badge of honor is the communities we are in and the people that make it home. Show less
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Affinity Mortgage Planning Group
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Boise, Idaho Area
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Certified Mortgage Planner
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2005 - Mar 2017
Jeremy began his career in the financial industry in 2000. After leaving his career in the banking world he moved into sales and eventually became a loan consultant. Jeremy passed a national certification to become a Certified Mortgage Planning Specialist. I am currently one of approximately 18 certified mortgage planners in the state of Idaho, In my current role as a Certified Mortgage Planner, I guide my clients in selecting the mortgage that best fits their needs by integrating the proper debt strategy into their short term and long term financial goals to ensure wealth creation and financial freedom. As a trusted advisor I guide them toward making a sound decision for perhaps their largest financial investment. Show less
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Mortgage Consultant
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Mar 2004 - Mar 2005
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Education
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CMPS Institute
CMPS, Finance -
Libby Senior High School
College prep diploma