Matthew P.

Mortgage Loan Officer @Cliffco Mortgage Bankers

Jacksonville, FL, US
MOBILE NUMBERS
+17•••••••05

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WORK HISTORY

Jan 2025 — Present

Mortgage Loan Officer @Cliffco Mortgage Bankers

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Direct Lender with all the product capabilities to assist borrowers secure a loan.

EDUCATION

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College for Financial Planning

Financial Planning and Wealth Management

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Bentley College - Elkin B. McCallum Graduate School of Business

Graduate Courses for Masters in Finance

N/A

Harvard University

Courses in Real Estate Development/Investment.

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Appraisal Institute

Certified General RE Appraiser

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Boston University

Bachelor’s Degree

ABOUT MATTHEW P.

With over 30 years in finance and real estate I bring a unique perspective to mortgage lending. From running one of Massachusetts\' largest appraisal firms to advising clients on investments and wealth management, I have spent my career helping people make smart financial moves. Now as a loan officer I am dedicated to guiding clients through financing their homes and investment properties with confidence. Hold the following College for Financial Planning designations: AWMA, AAMS, CRPC, CMFC, SE-AWMA Successfully passed the Securities Industry Essentials exam in May 2023. Please reach out to me at 77••••••05 if I can be of service.

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