Bill Ponce
Mortgage Consultant at Financing Alternatives, Inc- Claim this Profile
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Topline Score
Bio
Credentials
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Bureau of Real Estate Broker License
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Experience
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Financing Alternatives, Inc
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Financial Services
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1 - 100 Employee
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Mortgage Consultant
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2009 - Present
Analyzed my clients unique circumstance and provided multiple loan solutions. The more difficult the problem the more I love it. Seeing smiles after a successful Purchase or Refinance is the best reward I can have. Reverse Mortgage, No equity or challenged credit is where I put my juices to work for you. Analyzed my clients unique circumstance and provided multiple loan solutions. The more difficult the problem the more I love it. Seeing smiles after a successful Purchase or Refinance is the best reward I can have. Reverse Mortgage, No equity or challenged credit is where I put my juices to work for you.
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WFP Lending
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Orange County, Newport Beach, Ca.
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Broker NMLS 1473653 BRE 01295483
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Dec 2002 - Present
Reverse Mortgage Professional: Duties include analyzing retirement plans and the benefits of age 55-62 baby-boomers entering retirement age.. New financing programs to meet the challenges of the 21st century. New Reverse Mortgage Refinance or Purchase providing living benefits you can not out live. See my educational videos.. Reverse Mortgage Professional: Duties include analyzing retirement plans and the benefits of age 55-62 baby-boomers entering retirement age.. New financing programs to meet the challenges of the 21st century. New Reverse Mortgage Refinance or Purchase providing living benefits you can not out live. See my educational videos..
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Financial Services
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Apr 1980 - Present
Life Insurance with tax free income stream options. Annuities with tax advantaged accumulation. Retirement Planning Life Insurance with tax free income stream options. Annuities with tax advantaged accumulation. Retirement Planning
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Sales Area Manager
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Jan 2007 - Mar 2008
Worked in association with broker, Earl Brown, in processing his loans along with my own personal production. Worked in association with broker, Earl Brown, in processing his loans along with my own personal production.
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Financial Consultant
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Jan 2001 - Apr 2003
Managed and trained agents. Trained and worked with my processor on loan submissions. I reviewed all files before submissions; ordered loan documents, and any prior to funding conditions. Active - CA Department of Real Estate Managed and trained agents. Trained and worked with my processor on loan submissions. I reviewed all files before submissions; ordered loan documents, and any prior to funding conditions. Active - CA Department of Real Estate
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Vice President
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Apr 2001 - Jan 2003
Managed the office for broker, Gloria Mallery. Managed and trained six agents - Coordinated and presented weekly sales meetings; trained personnel in phone skills, how to take a profile, what questions to ask prospects and how to secure and close business. Also, trained 3 processors on how to submit loans to our lenders. I am experienced on Fannie Mae and Freddie Mac systems. All loan submissions were reviewed by me before submitted. Managed the office for broker, Gloria Mallery. Managed and trained six agents - Coordinated and presented weekly sales meetings; trained personnel in phone skills, how to take a profile, what questions to ask prospects and how to secure and close business. Also, trained 3 processors on how to submit loans to our lenders. I am experienced on Fannie Mae and Freddie Mac systems. All loan submissions were reviewed by me before submitted.
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Education
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2000 - 2016
California Department of Real Estate
Broker, Financial Lending and Real Estate
Community
