Paul Wickstrom
Sr. Mortgage Advisor at C2 Financial- Claim this Profile
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Bio
Matthew Rodda
As a first time buyer, I was really nervous that securing a loan would be difficult; to me the process was a complete mystery. Paul is extremely knowledgeable and patient and made the process simple, allowing me to feel confident that I was getting the best loan with the least amount of hassle.
Chris Plummer
Paul is about service. He always answers an email or phone call. Thanks Paul.
Matthew Rodda
As a first time buyer, I was really nervous that securing a loan would be difficult; to me the process was a complete mystery. Paul is extremely knowledgeable and patient and made the process simple, allowing me to feel confident that I was getting the best loan with the least amount of hassle.
Chris Plummer
Paul is about service. He always answers an email or phone call. Thanks Paul.
Matthew Rodda
As a first time buyer, I was really nervous that securing a loan would be difficult; to me the process was a complete mystery. Paul is extremely knowledgeable and patient and made the process simple, allowing me to feel confident that I was getting the best loan with the least amount of hassle.
Chris Plummer
Paul is about service. He always answers an email or phone call. Thanks Paul.
Matthew Rodda
As a first time buyer, I was really nervous that securing a loan would be difficult; to me the process was a complete mystery. Paul is extremely knowledgeable and patient and made the process simple, allowing me to feel confident that I was getting the best loan with the least amount of hassle.
Chris Plummer
Paul is about service. He always answers an email or phone call. Thanks Paul.
Credentials
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Arizona DFI Mortgage Loan Officer
Arizona Department of Insurance and Financial Institutions -
California Real Estate Broker & Mortgage Loan Officer
California Department of Real Estate -
Colorado DRE Mortgage Loan Officer
Colorado Division of Real Estate -
Nationwide Mortgage Licensing System & Registry
Consumer Financial Protection Bureau -
Texas SML Mortgage Loan Officer
Texas Department of Savings and Mortgage Lending -
Washington DFI Mortgage Loan Officer
State of Washington Department of Financial Institutions
Experience
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C2 Financial
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United States
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Real Estate
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1 - 100 Employee
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Sr. Mortgage Advisor
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Dec 2019 - Present
I chose to work with C2 Financial because they give me complete control over my mortgage transactions which allows me to close loans fast while providing me access to over 70 established Lender relationships. As one of the largest mortgage brokers in the nation, C2 Financial gets preferred pricing and service from the Top Lenders in the country. This translates into better rates and quicker closings for my clients. I am able to instantly shop for the lowest rates from the best lenders competing for my business, while funding purchase and refinance transactions that other lenders simply can't approve. Show less
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Sr. Real Estate Advisor, REALTOR®
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Dec 2019 - Present
Having owned and operated separate Mortgage & Real Estate companies, I have a thorough and higher-level understanding of ALL the requirements needed to close successful, smooth, and financially sound home purchase and sales transactions. I protect my clients' best interests by clearly explaining all potential risks and rewards involved with any Real Estate transaction. My unique insight and experience allows me to negotiate the best home prices for my clients in any market while being able to successfully navigate through even the most challenging circumstances that can develop during a transaction. My top-notch customer service and professionalism provides my clients with the comfort knowing that the most important transaction of their lives is in good hands. Show less
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Woodside Mortgage
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United States
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Banking
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Founder, Owner, Chief Lending Officer
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Nov 2013 - Dec 2020
Recruited by private investing partners to create specialty loan products and a full-service direct-lending mortgage company, extraordinarily responsive to a new home builder’s evolving goals and needs. Broker of Record with ownership who ensured that all transactions and employees complied with state and federal law as well as with the company's high-quality loan product and service expectations. Provided dedicated day-to-day training and management for all employees while offering market and industry insight and forecasting to help guide the company, shareholders and business partners in the safest and most profitable direction. Aggressively researched, meticulously selected and successfully integrated all investors, lenders, agencies, warehouse lines, loan products, loan operating systems, workstation devices, vendors, etc. into the company’s daily workflow. Recruited, trained and deployed all employees while developing the various departments required as the company expanded. Created and maintained the company brand and corporate messaging along with marketing materials and online presence. Selected Achievements: - Designed, activated and operated a successful builder-preferred mortgage company that started with 3 employees in 1 region, expanding to 23 employees throughout 4 regions located in Southern California and Central Texas, simultaneously servicing a total of 30 active builder communities. - Through detailed forecasting alongside builder, loan production rapidly increased from $5.4mil in loan volume in June 2017 to $25.1 mil in loan volume in December 2017. Show less
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Owner, Broker, REALTOR®
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Sep 2018 - Nov 2020
Created, owned, and operated a full-service California Real Estate company. Broker of Record who ensured that all sale, purchase, and lease transactions complied with state and federal law. Provided dedicated day-to-day staff training and management. Designed and implemented efficient workflows, policies, and procedures to ensure highest level of customer service expectations were met by all employees. Provided home listing and purchasing services to clients as a REALTOR® Created, owned, and operated a full-service California Real Estate company. Broker of Record who ensured that all sale, purchase, and lease transactions complied with state and federal law. Provided dedicated day-to-day staff training and management. Designed and implemented efficient workflows, policies, and procedures to ensure highest level of customer service expectations were met by all employees. Provided home listing and purchasing services to clients as a REALTOR®
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Franklin Advantage, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Senior Mortgage Loan Consultant, REALTOR®, Staff Advisor
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Aug 2009 - Nov 2013
Developed, harvested and serviced an expansive book of self-generated mortgage and real estate clientele consisting solely of past clients and their referrals, as well as referrals from trusted real estate agents, escrow officers, insurance brokers and investors. Consistently delivered the highest possible customer service experience to all parties involved in each transaction to generate new referrals from any source. High ethical standards and reliability earned the trust and respect of the principals allowing for unprecedented access to all departments, personnel, investors and systems within the direct-lending company framework. Methodically developed a personalized workflow to increase own efficiency while learning the various facets involved in operating a full-service mortgage company. Show less
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Senior Mortgage Loan Consultant, Net Branch Operator
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Jul 2008 - Aug 2009
Continuously developed and maintained a growing book of self-generated clientele while building strong business relationships within a decelerating industry. Provided sales coaching to other loan officers with a focus on personal branding. Utilized industry downtime to formulate and execute an entrepreneurial transformation that promoted an effective and centralized focus on individual achievements and offerings. Continuously developed and maintained a growing book of self-generated clientele while building strong business relationships within a decelerating industry. Provided sales coaching to other loan officers with a focus on personal branding. Utilized industry downtime to formulate and execute an entrepreneurial transformation that promoted an effective and centralized focus on individual achievements and offerings.
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Mortgage Sense
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Financial Services
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1 - 100 Employee
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Senior Mortgage Loan Consultant
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Oct 2004 - Jun 2008
Brokered and banked nationwide residential and commercial mortgage transactions derived from direct mail campaigns and a burgeoning referral customer database. With access to over 40 investors and lenders, along with the ability to research and add new lending sources when needed, a relentless approach to getting even the trickiest loan scenarios approved was founded. Through dedication and impeccable follow-through was able to successfully transition into the more desirable and stable referral-based sales model. Show less
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Mortgage Loan Consultant, Staff Support
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Dec 2001 - Sep 2004
Recruited by previous CEO & VP of Bank of Yorba Linda to join their new smaller-scale mortgage company. Continuously performed secondary marketing job duties while providing assistance to all other departments. Additional roles included loan officer assistant, credit repair specialist, processor, doc drawer and funding assistant. Began originating retail loan sales with confidence stemming from participation in all activities involved in the mortgage process. Recruited by previous CEO & VP of Bank of Yorba Linda to join their new smaller-scale mortgage company. Continuously performed secondary marketing job duties while providing assistance to all other departments. Additional roles included loan officer assistant, credit repair specialist, processor, doc drawer and funding assistant. Began originating retail loan sales with confidence stemming from participation in all activities involved in the mortgage process.
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Assistant Manager of Secondary Marketing
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May 1998 - Dec 2001
Developed multimillion-dollar mortgage loan portfolios to sell to multiple investors on the secondary market. Assisted in negotiating the pricing of portfolios while scheduling and hosting multi-day visits of underwriting teams from various investors. Managed the secondary processing staff responsible for providing the investors post-closing conditions, transfer documents, collateral packages and loan files. Responsible for the tracking of all post-closing documents, loan files and required copy packages. Show less
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Education
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1993 - 1997
University of California, Santa Barbara
Bachelor's Degree
Community
