Matthew Sursely
VP Trust Investment Advisor Manager Financial Planner @Baker Boyer Bank
Walla Walla, WA, US
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MOBILE NUMBERS
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WORK HISTORY
Jan 2023 — Present
VP Trust Investment Advisor Manager Financial Planner @Baker Boyer Bank
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Walla Walla, WA, US
EDUCATION
2000 — 2004
Western Washington University
Bachelor of Arts, Business Administration; Finance and Human Resource
1996 — 2000
Archbishop Murphy High School
High school diploma
SKILLS
Sales ManagementLoss MitigationFha FinancingFinanceSales ProcessReverse MortgagesInvestment PropertiesSalesBusiness DevelopmentLoan OriginationMortgage UnderwritingInvestmentsCommercial LendingFirst Time Home BuyersGovernment LoansMortgage IndustryRefinanceMortgageConsumer LendingReal EstateReal Estate FinancingReal Estate EconomicsFhaFundingWholesale LendingUsdaConstruction LoansCreditReferralsBankingHome Equity LoansStrategic PlanningVa LoansMortgage ServicingReoAccount ManagementCustomer ServiceCertified Mortgage PlanningLoansMarketing Communications
ABOUT MATTHEW SURSELY
Experienced professional with a demonstrated history of working in the financial services…
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