Month: January 2024
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Need To Pull CASH From A Rental? 🏠💰
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WestWing Mountain HOA – Food Truck Thursdays Reminder
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guaranteed way to fail in 2024
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Automation activity – Level 4 Funding 8 Guide – Monday, January 1, 2024
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Automation activity – L4F Monthly News Letter – Subscribers – Monday, January 1, 2024
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Arc Home Starts 2024 at the Top of the Stack: Check Out This Second Home Scenario
Happy New Year!
I hope this year brings more stability and sustained success to our business. Arc Home is committed to providing a diverse Non-QM product suite with top-level pricing and superior service to win your business.
If you are working with any borrowers looking to start the year by purchasing a Second Home, Arc Home should be your first look. Take a look at this Wholesale scenario below.
Send me an email back if you are working with any borrowers that could benefit from this strong pricing or click here to try our Quick Pricer tool.
FNMA/FHLMC 30 Yr Fixed Second Home: $550k, CA, 680 FICO & 75% LTV
*Pricing can change at any time.
You can also find us on your favorite pricing engine like Optimal Blue, Loansifter, EPPS and more.
Learn more about becoming a partner here.
Best Regards,
Kevin Braga
(714) 856-7650
kbraga@archometpo.com
Copyright © 2024, Arc Home LLC. All rights reserved.
3001 Leadenhall Road. Suite 301. Mount Laurel, NJ 08054. Corp NMLS # 81386 (For licensing information, go to www.nmlsconsumeraccess.org).
This communication is provided for use by real estate or mortgage professionals only and is not intended for distribution to consumers or other third parties. *The foregoing loan parameters are illustrative in nature. For a complete set of requirements, please Arc Home’s applicable product guide. This does not constitute an advertisement as defined by Section 1026.2(a)(2) of Regulation Z. Distribution of this email to consumers or for use by consumers is strictly prohibited. Arc Home LLC conducts business in AR, FL, IL, MO, TX, and WI under the name Arc Home Loans LLC and, in OR, under the name Arc Home LLC, a limited liability company of Maryland.
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NEW Wholesale Deal Subject-To In San Tan Valley! 3.3% NO BALLOON!!
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Dependable Client Services Candidates in Austin
Hi Dennis,
Happy New Year! I am eager to discuss the wealth management candidates I am representing in Austin.
These candidates are hand-selected, screened, and interviewed by us. They are still employed but passively seeking the right opportunity.
See a handful of our candidates in Austin:
Financial Advisor
- Educated clients on a diverse range of financial products and services, ensuring a comprehensive understanding of available options
- Conducted client meetings to assess financial objectives, risk tolerance, expenses, and long-term goals, laying the groundwork for personalized financial strategies
- Developed strategic plans utilizing various financial products to align with and achieve clients’ specific financial goals and objectives
- Kept abreast of financial trends through continuous market research, enabling the provision of informed and up-to-date advice to clients
- Demonstrated proficiency in analyzing and explaining market data, leveraging strong communication skills, both written and verbal, and actively listening to client needs
- Bachelor’s degree
- Based in Austin; Targeting $83-90k
Client Services Representative
- Conducted consultations with diverse clients, providing insights into a range of investment offerings
- Addressed client issues promptly, ensuring satisfactory resolutions and maintaining positive account experiences
- Collaborated with start-up founders, guiding them through application and funding processes to establish strong partnerships
- Coordinated closely with operations and due diligence teams, contributing to streamlined processes and improved client services
- Played a crucial role in onboarding new clients, facilitating seamless integration and ensuring comprehensive understanding of services
- Based in Austin; Targeting $47-49k
Client Relationship Manager
- Developed and maintained robust client relationships through effective communication and personalized service, leading to consistently high client satisfaction scores as acknowledged by internal surveys
- Collaborated seamlessly with cross-functional teams to identify and address client needs and concerns, implementing tailored solutions and overseeing loan restructuring initiatives
- Led cross-functional teams through the successful execution of underwriting approval processes and product/pricing negotiations as required for optimal client outcomes
- Drove a culture of continuous improvement by optimizing processes and systems, fostering collaboration with internal and external partners to enhance overall operational efficiency
- Conducted regular client meetings, ensuring a deep understanding of their financial needs and providing personalized solutions to align with their specific requirements
- Based in Austin; Targeting $91-99k
Fund Administrative Analyst
- Oversaw the management of the investor portal, addressing inquiries and handling data input for quarterly investor balances, document management, and the maintenance of investor communication preferences
- Successfully managed underlying fund accounts, ensuring proper document organization, timely quarterly reporting, and accurate input of all capital call and distribution data received through Salesforce
- Contributed to various special projects assigned by heads of the compliance or business development teams, which included conducting audit requests, preparing investor reports, handling tax documents, and managing cash flows
- Maintained a proactive approach in handling responsibilities related to investor relations, ensuring accuracy and adherence to compliance standards
- Collaborated with team members to streamline processes and enhance efficiency in fund administration, contributing to the overall success of the wealth management operations
- Based in Austin; Targeting $65-67k
Financial Consultant
- Provided remote financial consultancy services, assisting financial advisors with various client account matters, including retirement and non-retirement accounts
- Managed fund transfers between accounts through ACH or wire transfers, ensuring smooth transactions and optimal financial management
- Supported financial advisors in fee write-offs, account closures, and check distributions to clients or third parties
- Collaborated with financial advisors on setting up client accounts, offering guidance on tools and processing requests
- Efficiently handled the transfer of accounts, both outbound and inbound, between firms
- Demonstrated commitment to client service and financial operations while working remotely
- Based in Austin; Targeting $79-83k
Client Services Associate
- Administered trust accounts and investment management services within a banking institution, overseeing the registration of individuals as the ITF on the accounts
- Managed and monitored trust accounts, working closely with the trustee to ensure compliance with regulations and to benefit third-party beneficiaries
- Offered a comprehensive suite of financial services, including securities, brokerage, banking, money management, and financial advisory services to clients
- Facilitated the full range of investment-related transactions, from securities trading to money management, to meet the diverse needs of clients
- Collaborated with clients to provide expert guidance on financial matters, ensuring a tailored approach to wealth management aligned with their goals and objectives
- Based in Austin; Targeting $47-49k
Which candidates above would you like to meet with?
Please let me know your additional hiring requirements, and I will match you with your ideal technical and cultural fit.
Best,