Matthew Sursely
Vice President | Trust/Investment Advisor Manager | Financial Planner at Baker Boyer Bank
- Role
- VP Trust Investment Advisor Manager Financial Planner at Baker Boyer Bank
- Location
- Walla Walla, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Matthew Sursely
Experienced professional with a demonstrated history of working in the financial services…
Experience
VP Trust Investment Advisor Manager Financial Planner
Jan 2023 — Present · Walla Walla, WA, US
Education
Western Washington University
Bachelor of Arts, Business Administration; Finance and Human Resource
2000 — 2004
Archbishop Murphy High School
High school diploma
1996 — 2000
Skills
- Sales Management
- Loss Mitigation
- Fha Financing
- Finance
- Sales Process
- Reverse Mortgages
- Investment Properties
- Sales
- Business Development
- Loan Origination
- Mortgage Underwriting
- Investments
- Commercial Lending
- First Time Home Buyers
- Government Loans
- Mortgage Industry
- Refinance
- Mortgage
- Consumer Lending
- Real Estate
- Real Estate Financing
- Real Estate Economics
- Fha
- Funding
- Wholesale Lending
- Usda
- Construction Loans
- Credit
- Referrals
- Banking
- Home Equity Loans
- Strategic Planning
- Va Loans
- Mortgage Servicing
- Reo
- Account Management
- Customer Service
- Certified Mortgage Planning
- Loans
- Marketing Communications
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