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Roger W. Herrick, Coast to Coast Lending Group Inc. (California Mortgage and Real Estate Broker) Mortgage and Lending

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Roger W. Herrick
Coast to Coast Lending Group Inc.
location_on San Juan Capistrano, CA — California Mortgage and Real Estate Broker
BRE#949075 NMLS#301693
Get to Know Roger W. Herrick

 

Helping you define effective real estate and mortgage strategies that achieve your objectives and create financial security for you and your family.   

 

Education is a primary aspect to mortgage planning.  Keeping up to date with current trends and new mortgage planning strategies is critical in today's changing environment. Promoting financial education and solutions to our clients and their friends and family is the objective.   Education and effective service delivery ensures that every client on a solid foundation to achieve their dreams of homeownership and financial independence. 

Educating and helping people structure the best financing to achieve their financial goals.  Keeping clients updated on the best approaches and strategies to save money today while focusing on their future.  Specializing in producing the most effective means to manage the acquisition and financing of real estate while minimizing the tax obligation. 

"I enjoy what I do.  It is very satisfying.  My clients are the main focus. So, creating and maintaining a consistently positive and professional experience with me is most important. My business is built over the years on referrals and repeat business from all of my satisfied clients, their families and friends.  Thank you."

Certifications

Understanding what your goals and objectives and tailoring services to your needs all with the focus of exceeding your expectations every day.  Educating clients with useful articles.  Supervising thousands of transactions originated and closed. 

Supported with 29  years of experience in the mortgage, real estate and insurance business.  My history is in transactional experience in originating, processing, underwriting, funding, mortgage brokerage, mortgage banking, secondary markets, escrow, compliance and office management.  Broad hands on experience in government backed loans, all forms of reverse mortgages, conventional loans, and various credit loans for both first and second trust deeds.  Mortgage technology and Internet background producing advancements in timely processing and flow of information.  Desktop Originator and Desktop Underwriting background and understanding.  Ability and enthusiasm to plan organize and execute client focused business strategy.

 

Awards

Associates of Arts Los Angeles Pierce College

University of Southern California Business School

California Real Estate Broker since 1988

California Fire and Casualty Broker Agent

California Life Insurance Agent

NASD Registered Series 6 and 63           

Notary Public

Certified Escrow Manager  

HUD Direct Endorsement Underwriter

Occupational Certificate in Real Estate

Published Numerous Consumer Focused and Industry Related Articles

Mortgage Loan Officer NMLS# 301693

 

Skills

My history is in transactional experience in originating, processing, underwriting, funding, mortgage brokerage, mortgage banking, secondary markets, escrow, compliance and office management.  Broad hands on experience in government backed loans, all forms of reverse mortgages, conventional loans, and various credit loans for both first and second trust deeds.  Mortgage technology and Internet background producing advancements in timely processing and flow of information.  Desktop Originator and Desktop Underwriting background and understanding.  Ability and enthusiasm to plan organize and execute client focused business strategy.

Testimonials
Real Estate Agent
03/01/2016
Roger- Thank you for all your hard work on our behalf.. If all Brokers were as thorough and professional as you are, the marketplace would be a much better place for ALL involved!
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Providing Quality Service Since 1988