Residential Mortgage Advisor
BNI Business Connections: Core Member since 04/08
T : 925-236-9508
C : 415-601-2100
F : 866-247-3306
E : jocelyn@reliancefinancial.com
W : www.reliancefinancial.com
Quite simply, Jocelyn does deals.
As a top producer, she offers customized service, is a knowledgeable underwriter, excels at problem solving, and sees red flags before they pop up.
After nearly 15 years in the trenches, Jocelyn knows that every loan is different. She also knows the nuances of how to close everything from big, very complex deals to simpler transactions –– by negotiating the possible legal, liability, title, environmental, and financial issues before they become problems.
Jocelyn has a Real Estate Broker’s license to fully understand her client’s property needs. She’s also a Certified Mortgage Planning Specialist to help her clients achieve their cash flow, equity and investment goals.
A few of Jocelyn’s career highlights include:
- Commercial and Residential Mortgage Broker since 2000, having funded over $100 million in loans.
- Commercial Real Estate Portfolio Manager, Redwood Bank, where she funded over $30 million in loans in one year.
- Commercial Real Estate and Construction Loan Manager, First Hawaiian Bank, for asset based funding, commercial financing, and supervising the local office.
Her services include funding for:
- Residential properties
- Commercial Properties
- Construction loans
- NNN properties
- SBA/small business loans
- Retail, office & multi-family properties
- Subdivision loans
- TIC development
- Clients throughout the S.F. Bay Area and out-of-state properties.
When she’s not doing deals, Jocelyn loves spending time with her children, Christine and Nicholas, reading, or traveling abroad, dining on fine foods, and sipping fabulous wines.
Reliance Financial, 2678 Bishop Drive, Suite 235 San Ramon, CA 94583
Phone: (925) 925-236-9500 Fax: (925) 925-236-9521
Tags: Commercial Lender, Core Members, Mortgage Broker, Real Estate
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