Andrew Spellman
Mortgage Advisor NMLS# 1115346
- Role
- Mortgage Advisor at Lasalle Mortgage Services
- Location
- Berkeley, CA, US
- LinkedIn followers
- 500 followers
About Andrew Spellman
Bay Area native and graduate of San Diego State University with a degree in Economics…
Experience
Mortgage Advisor
Apr 2017 — Present · Oakland, CA, US
Ranked in top 15% of sales volume nationwide in 2024• Ranked in top 10% of sales volume of all company advisors from 20••••22• Successfully originated and processed residential mortgage loans for first time and seasoned homebuyers• Conducted thorough financial assessments to determine the most suitable mortgage products for clients• Cultivated strong relationships with clients through effective communication and a deep understanding of their financial goals• Prospected for new referral partners and clients through targeted calling and hosting events• Marketed to internal and external audiences via social media channels including Facebook, Instagram, and newsletters• Maintained regular communications with past clients and referral partners through managing CRM• Provided personalized mortgage advice and solutions based on individual client needs and financial situations• Stayed abreast of market trends, interest rates, and mortgage products to provide clients with accurate and up-to-date information• Presented various mortgage and economic updates to referral partners weekly (60-70 presentations in 2023)
Education
San Diego State University-California State University
B.A.
2006 — 2010
Skills
- Leadership
- Residential Mortgages
- Real Estate
- Mortgage Lending
- Microsoft Office
- Sales
- Fha Financing
- Public Speaking
- Refinance
- Refinancings
- First Aid
- Loans
- Jumbo Mortgage
- Microsoft Word
- Social Media
- Real Estate Financing
- U.s. Fha Financing
- Event Planning
- Spss
- Customer Service
- Access
- Bartending
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