Kimberley Bertram
Mortgage Loan Officer + Private Wealth Mortgage Banker @ U.S. Bank\\nCustomized loan products in all 50 States 📍
- Role
- Private Wealth Mortgage Banker, Nmls 1740821 at U.S. Bank
- Location
- Fargo, ND, US
- LinkedIn followers
- 500 followers
About Kimberley Bertram
Our team at U.S. Bank thrives on providing bespoke mortgage solutions for clients, and as the state\'s sole Private Wealth Mortgage Banker within U.S. Bank, I spearhead these efforts. With a strategic blend of communication skills and compliance knowledge, we\'ve ensured seamless transactions from loan origination to closing.Education from North Dakota State University in Accounting and Finance grounds my approach to analyzing financial status and credit. Leveraging certifications in Mortgage Banking and Construction to Permanent Financing, I\'m committed to guiding our customers through the complexities of real estate financing with precision and a personal touch.
Experience
Private Wealth Mortgage Banker, Nmls 1740821
Nov 2022 — Present · Fargo, ND, US
Analyzes applicants\' financial status & credit to determine feasibility of granting a mortgage loan-Communication with Real Estate Agents, Underwriters & Closers to ensure loan compliance and a timely close-Main point of contact for mortgage customers from loan origination to closing-Only U.S. Bank Private Wealth Banker in the state of North Dakota.(Specializing in lending for those with a Net Worth of $3M or more we at U.S. Bank provide special programs to exceed those of our…
Education
North Dakota State University
Bachelor of Science (BS)
2014 — 2017
Minnesota State Community and Technical College
General Education
2011 — 2014
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